SLED Opportunity · MINNESOTA · UNIVERSITY OF MINNESOTA

    Addendum 2 (Financial Services for the Office of Investments and Banking

    Issued by University of Minnesota
    educationRFPUniversity of MinnesotaSol. 7064
    Closed
    STATUS
    Closed
    due Sep 10, 2025
    PUBLISHED
    Aug 12, 2025
    Posting date
    JURISDICTION
    University of
    education
    NAICS CODE
    541611
    AI-classified industry

    AI Summary

    University of Minnesota seeks proposals for multiple financial services including investment consulting, research, due diligence, document review, background checks, and ESG analytics for its Office of Investments and Banking.

    Opportunity details

    Solicitation No.
    7064
    Type / RFx
    RFP
    Status
    Issued
    Level
    education
    Published Date
    August 12, 2025
    Due Date
    September 10, 2025
    NAICS Code
    541611AI guide
    Agency
    University of Minnesota

    Description

    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.

    Key dates

    1. August 12, 2025Published
    2. September 10, 2025Responses Due

    AI classification tags

    Frequently asked questions

    SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.

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