University of Oklahoma-Norman Campus - Financial Advisor Services RFP-2027-387
University Of Oklahoma-Norman Campus, Norman, OK·Higher Ed
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- Reported Agency
- University of Oklahoma-Norman Campus
- Primary Contact
- Jess Dang · (405) 325-5092
- Scope Location
- Norman, OK
- Submission Address
- [email protected]
SUMMARY
The University of Oklahoma-Norman Campus is seeking proposals for financial advisor services under RFP-2027-387 to assist in developing and implementing financing strategies, debt issuance, and short- and long-term borrowing activities. The scope includes general, limited, and special obligation debt, notes, and bond anticipation notes. Responding suppliers must be pre-approved by the State of Oklahoma State Treasurer to perform these services. Submissions are due by September 14, 2026, at 3:00 PM CDT.
EVALUATION CRITERIA
Organization size and industry experience, three references for similar projects, pricing proposal
REQUIRED ATTACHMENTS
pricing proposal, General Terms & Conditions redlines, documentation confirming compliance with Insurance Guidelines
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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: "Organization size and industry experience, three references for similar projects, pricing proposal" 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, General Terms & Conditions redlines, documentation confirming compliance with Insurance Guidelines. 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.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Norman, OK. Review the full solicitation for detailed scope requirements.
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