University of Oklahoma-Health Sciences Center Financial & Business Services - Financial Advisor RFP-2027-387
University Of Oklahoma-Health Sciences Center, Oklahoma City, OK·Higher Ed
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- Reported Agency
- University of Oklahoma
- Primary Contact
- Jess Dang · (405) 325-5092
- Scope Location
- Oklahoma City, OK
- Submission Address
- [email protected]
SUMMARY
The University of Oklahoma Health Sciences Center is seeking proposals for financial advisory services to support debt issuance, financing strategies, and related short- and long-term borrowing activities. The selected supplier will assist in developing and implementing effective methods for issuing general, limited, and special obligation debt, notes, and bond anticipation notes. Responses are due by September 14, 2026. Responding suppliers must be pre-approved by the State of Oklahoma State Treasurer to perform these services.
REQUIRED ATTACHMENTS
RFP-2027-387 - Financial Advisor.docx, pricing proposal, Insurance Guidelines and spreadsheet 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-Health Sciences Center?
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.
Where can I find more RFPs from University Of Oklahoma-Health Sciences Center?
All active and historical solicitations from University Of Oklahoma-Health Sciences Center are tracked and searchable. As a higher ed agency, University Of Oklahoma-Health Sciences Center 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: RFP-2027-387 - Financial Advisor.docx, pricing proposal, Insurance Guidelines and spreadsheet documentation. Review the full document from University Of Oklahoma-Health Sciences Center for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including University Of Oklahoma-Health Sciences Center 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.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Oklahoma City, OK. Review the full solicitation for detailed scope requirements.
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