State Universities Retirement System Proxy Advisory and Proxy Voting Services RFP - RFP-20-26-06
Illinois State Universities Retirement System | State of IllinoisState · Champaign, IL- Due
- Apr 22, 2026
- Deadline passed
- Posted
- Mar 12, 2026
- Contract term
- 3 years
The 30-second brief
The State Universities Retirement System seeks qualified proxy service providers to furnish proxy advisory and proxy voting services, including proxy policy development, research, analysis, recommendations, and voting services for domestic and international proxies. The scope encompasses reviewing existing proxy voting policies, providing updates and education to Trustees and Staff, monitoring meeting schedules and agendas, maintaining detailed records of recommended and actual votes, and providing comprehensive electronic proxy-voting reports. Proposals are due by April 22, 2026, at 4:30 p.m. CT, with responder questions due by March 27, 2026. The contract term is three years.
Understanding of services requested, Proposed methodology and work plan, Proposed deliverables, Relevant knowledge experience and qualification, Commitment to diversity, Technology, Contractual terms and conditions, Exceptions, Willingness to negotiate contract terms, Independence, Cost, References, Adherence to RFP submission requirements
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Summary
The State Universities Retirement System seeks qualified proxy service providers to furnish proxy advisory and proxy voting services, including proxy policy development, research, analysis, recommendations, and voting services for domestic and international proxies.
The scope encompasses reviewing existing proxy voting policies, providing updates and education to Trustees and Staff, monitoring meeting schedules and agendas, maintaining detailed records of recommended and actual votes, and providing comprehensive electronic proxy-voting reports. Proposals are due by April 22, 2026, at 4:30 p.m. CT, with responder questions due by March 27, 2026. The contract term is three years.
EVALUATION CRITERIA
13- Understanding of services requested
- Proposed methodology and work plan
- Proposed deliverables
- Relevant knowledge experience and qualification
- Commitment to diversity
- Technology
- Contractual terms and conditions
- Exceptions
- Willingness to negotiate contract terms
- Independence
- Cost
- References
- Adherence to RFP submission requirements
REQUIRED ATTACHMENTS
10- Indexed Table of Contents
- Cover Letter
- Statement of Minimum Qualifications
- Company Organization and Disclosures
- Fee Proposal
- Addendum to Contract
- SURS Diversity Disclosure
- Sustainability Disclosure
- Employee Diversity Conduct and Initiatives Questionnaire
- Illinois State Board of Elections Registration Proof
- Submit to
- [email protected]
- Scope location
- Champaign, Illinois
- Reported agency
- State Universities Retirement System
Questions about this RFP
How do I respond to this RFP from Illinois State Universities Retirement System | State of Illinois?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 22, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected].
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Illinois State Universities Retirement System | State of Illinois in IL, 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 RFP 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.
Show 5 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Understanding of services requested, Proposed methodology and work plan, Proposed deliverables, Relevant knowledge experience and qualification, Commitment to diversity, Technology, Contractual terms..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Illinois State Universities Retirement System | State of Illinois?
All active and historical solicitations from Illinois State Universities Retirement System | State of Illinois are tracked and searchable. As a state agency, Illinois State Universities Retirement System | State of Illinois regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
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: Indexed Table of Contents, Cover Letter, Statement of Minimum Qualifications, Company Organization and Disclosures, Fee Proposal, Addendum to Contract, SURS Diversity Disclosure, Sustainability Disclo. Review the full document from Illinois State Universities Retirement System | State of Illinois for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Champaign, Illinois. Review the full solicitation for detailed scope requirements.