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This Solicitation opportunity from Minnesota was posted on August 12, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Financial Services for the Office of Investments and Banking

Closed
10043.2346650.JSTState & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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POSTED

1 day ago

DEADLINE

in 10 days

AI Contract Overview

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The University of Minnesota’s Office of Investments and Banking is seeking comprehensive middle office solutions through a broad Request for Proposal (RFP) process, aiming to evaluate and potentially award multiple service contracts to various vendors. The scope of services includes private and public markets strategy and manager due diligence consulting, investment research, operational due diligence, document review and market benchmarking, background checks, and ESG analytics. Respondents are encouraged to submit proposals for all services they are capable of providing, with no penalties for partial responses, and are advised to refrain from contacting the department during the evaluation process. The procurement process emphasizes thorough review of provided guidance documents and attributes, with strict adherence to submission deadlines, as late or erroneous responses will be rejected. The contract, titled "Financial Services for the Office of Investments and Banking," has a solicitation number of 10043.2346650.JST and was posted on August 12, 2025, with a response deadline of September 10, 2025. The project is located in Minnesota and involves a contract size estimated between 5 million and 20 million dollars. The primary point of contact is Jerry Taintor, reachable via email. The procurement process is governed by detailed supplier instructions emphasizing electronic submissions, compliance with public disclosure policies, and the importance of early proposal submission to ensure accuracy and completeness. The process is supported by detailed guidance documents outlining supplier responsibilities, submission procedures, and the importance of adhering to the University’s procurement policies.

General Info

Documents

1

University of Minnesota Supplier Process and Information

DOCX, Low priority5 pages · other
Low

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyUniversity of Minnesota
Contacts1 person available
OfficeN/A
Organization / AgencyUniversity of Minnesota
Office AddressN/A
Contacts
Jerry Taintor

Full Description

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The Office of Investments and Banking is evaluating our middle office solutions broadly, and as such this RFP includes a request for multiple services. [Middle office services in the investment and asset allocation industry refer to the operational functions that bridge the gap between front office (portfolio management, trading) and back office (settlement/cash management, accounting) activities].   It is our intent to award services to multiple vendors. Respondents are therefore encouraged to respond to all services that are within their capabilities, whether that be all or just one. To avoid any confusion, responses will not be penalized or rewarded for responding to one or multiple sections.   Request for Proposal for services relating to: Private and Public Markets Strategy and Manager Due Diligence Consulting Investment Research Services Investment Operational Due Diligence Services Investment Document Review and Market Terms Benchmarking Services Investment Background Check Services ESG Analytics Services
  Respondents are prohibited from contacting the identified department about this RFP while in process.  
Before submitting questions about the RFP via the Questions Tab, read and review the Supplier Process and Information Attachment and ALL Attributes in the Attributes Tab, especially Background and Project Summary/Scope of Work. These provide valuable information and address frequently asked questions.   Remember to submit your response, including attachments, early to allow time to correct errors. The submission deadline is a hard close. The system will reject responses with errors and will NOT allow late submissions.

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