University of Oklahoma Financial & Business Services Financial Advisor RFP-2027-387
University Of Oklahoma-Norman Campus, Norman, OK·Higher Ed
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- Primary Contact
- Jess Dang · (405) 325-5092
- Submission Address
- [email protected]
SUMMARY
The University of Oklahoma-Norman Campus is seeking proposals from qualified suppliers for financial advisor services under RFP-2027-387. The scope includes supporting the University's debt issuance, financing strategies, and both short-term and long-term borrowing activities, such as general, limited, and special obligation debt, and bond anticipation notes. Responding suppliers must be pre-approved by the State of Oklahoma State Treasurer. Proposals require a company overview, at least three higher education or public sector references from the last five years, and a pricing proposal. Submissions are due by 3:00 PM CDT on September 14, 2026, via email to Jess Dang.
EVALUATION CRITERIA
Size and experience, references, pricing, compliance with instructions
REQUIRED ATTACHMENTS
pricing proposal, insurance documentation
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Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFP from University Of Oklahoma-Norman Campus?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 14, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Jess Dang.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Size and experience, references, pricing, compliance with instructions" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from University Of Oklahoma-Norman Campus?
All active and historical solicitations from University Of Oklahoma-Norman Campus are tracked and searchable. As a higher ed agency, University Of Oklahoma-Norman Campus 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 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: pricing proposal, insurance documentation. Review the full document from University Of Oklahoma-Norman Campus for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including University Of Oklahoma-Norman Campus in OK, 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.
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 Jess Dang at (405) 325-5092. Questions and answers are typically shared with all prospective bidders.
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