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RFP opportunitySolicitation 26-010

Central Washington University Request for Proposals for Ongoing Investment Advisory Services

Central Washington UniversityWashington, USA1 document
Submission deadlineNov 20, 2026See documents for time and submission instructions
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About this opportunity

AI summary

Central Washington University requires a vendor to provide ongoing independent investment consulting and fiduciary advisory services in Ellensburg, Washington. The contractor's scope of work includes providing support for investment oversight, governance, fund monitoring, benchmarking, committee education, strategic retirement plan guidance, and quarterly investment reporting. Eligible bidders must be USA-based organizations that maintain registered investment adviser status, fee benchmarking expertise, and robust cybersecurity and data protection practices. Interested vendors must submit questions by November 6, 2026, at 3:00 PM PST. Proposals are due by November 20, 2026, at 3:00 PM PST and must be returned to @cwu.edu. The resulting contract period will run for three years.

Buyer and opportunity details

Client
Central Washington University
Solicitation No.
26-010

Scope of work

  • Provide ongoing independent investment consulting and fiduciary advisory services
  • Support investment oversight, governance, fund monitoring, and benchmarking
  • Provide support for Investment Policy Statement design and maintenance
  • Provide quarterly investment reporting
  • Provide fiduciary governance training for committee members
  • Provide assistance with recordkeeper and vendor monitoring

How proposals are evaluated

CriterionWeight / scoring
Company Profile40 points possible
Services Description40 points
References10 points
Costs Scenarios10 points possible

Minimum qualifications

  • Demonstrate extensive experience advising higher education public retirement plans and due diligence capabilities
  • Demonstrate fee benchmarking expertise
  • Demonstrate experience working with higher education retirement plans
  • Demonstrate experience supporting plans with multiple recordkeepers
  • Obtain a Washington business license to do business in Washington State

Documents to include with your response

  • Completed Section #1 Bidder's Submittal Page
  • Response to Section #5 Required Responses
  • Appendix D: Vendor Diversity Plan
  • List of at least three (3) references
  • Cost Scenarios (hourly rate)

Key dates

RFP Issued on Access Equity
October 12, 2026
Issue Date
October 26, 2026
Questions Due
November 6, 2026, 3:00 PM (PDT)
Proposals Due
November 20, 2026, 3:00 PM (PDT)
Evaluations Due
December 11, 2026
Apparent Vendor Selection Due
December 14, 2026

How to submit

Method
Email
Instructions
Submit response to the Central Washington University Purchasing Office by Email, formatted for 8.5 x 11 paper, signed, and saved and submitted as PDF.

Contract details

Term
Initial period of performance will be for three (3) years, with options to extend further on a year-to-year basis.
Place of performance
Ellensburg, WA
Insurance and bonding
Requires General Liability, Automobile Liability, Workers' Compensation ($1,000,000 limit), Professional Liability (Errors and Omissions), and Cyber Liability if applicable.