Award
The University of Oklahoma RFP-2025-226
Benefits Investment Advisory Consultant
Recipient
Not Specified
Awarded
June 18, 2025
Identifier
RFP-2025-226
The Board of Regents of The University of Oklahoma is seeking investment advisory services to support its Retirement Plans Management Committee in managing and optimizing its investment portfolio. The University prefers to award the contract to a single supplier but reserves the right to award to multiple suppliers if deemed in its best interest. The solicitation involves detailed requirements including organizational experience, team qualifications, investment monitoring and evaluation approaches, conflict of interest disclosures, and certifications related to debarment, conflicts of interest, and competitive bidding. The procurement contact is Craig Robinson. No specific OEMs or vendors are mentioned in the document. There are no product or service line items explicitly listed, and no part numbers or quantities are provided. The contract includes unique requirements such as strict compliance with solicitation instructions, certifications regarding debarment and conflicts of interest, and a non-collusion certification. The place of performance is the University of Oklahoma, located in Norman, Oklahoma.
Description
Investment Consultant for the University Retirement Plans Management Committee to support the management and optimization of its investment portfolio.