Shawnee State University Investment Consulting Services RFQ 2026
Shawnee State UniversityHigher Ed · Portsmouth, OH- Due
- Mar 27, 2026
- Deadline passed
- Posted
- Mar 10, 2026
- Primary contact
- Joe Van Deusen
- (740) 351-3310
The 30-second brief
Shawnee State University and Shawnee State University Foundation are seeking quotes from qualified firms to provide investment committee consulting services. The scope includes policy review, committee guidance, performance analysis, manager selection, and advice on investment options.
Overall quality of the service being offered, Costs, Reputation of the Investment Consultant, Ability of the Investment Consultant to provide the service requested, Information received on reference checks, Quality and satisfaction of any previous services performed, Overall financial position of the Investment Consultant, Number and scope of any conditions included in the Investment Consultant's quote, Accessibility of the Investment Consultant's staff to SSU/SSUF staff, Documented experience providing similar services to clients similar to Shawnee State University and the Shawnee State University Foundation, Ability to execute the contract in a timely manner, Personnel assigned to the project.
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Summary
Shawnee State University and Shawnee State University Foundation are seeking quotes from qualified firms to provide investment committee consulting services. The scope includes policy review, committee guidance, performance analysis, manager selection, and advice on investment options.
EVALUATION CRITERIA
Overall quality of the service being offered, Costs, Reputation of the Investment Consultant, Ability of the Investment Consultant to provide the service requested, Information received on reference checks, Quality and satisfaction of any previous services performed, Overall financial position of the Investment Consultant, Number and scope of any conditions included in the Investment Consultant's quote, Accessibility of the Investment Consultant's staff to SSU/SSUF staff, Documented experience providing similar services to clients similar to Shawnee State University and the Shawnee State University Foundation, Ability to execute the contract in a timely manner, Personnel assigned to the project.
REQUIRED ATTACHMENTS
4- Attachment A
- Attachment B
- Attachment C
- Attachment D
Questions about this RFQ
How do I respond to this RFQ from Shawnee State University?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 27, 2026. Be sure to include all required attachments as outlined in the solicitation. For questions, contact Joe Van Deusen.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including Shawnee State University in OH, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFQ submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Joe Van Deusen at (740) 351-3310. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Overall quality of the service being offered, Costs, Reputation of the Investment Consultant, Ability of the Investment Consultant to provide the service requested, Information received on reference c..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Shawnee State University?
All active and historical solicitations from Shawnee State University are tracked and searchable. As a higher ed agency, Shawnee State University regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFQ?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Attachment A, Attachment B, Attachment C, Attachment D. Review the full document from Shawnee State University for the complete list.