Annual Financial Report Graphic Designer

The State Universities Retirement System (“SURS” or the “System”) is inviting qualified graphic design firms to submit competitive bids for the design and layout of its Annual Comprehensive Financial Report (ACFR). The selected Vendor will be responsible for the overall design of the report based on the selected theme, provided by SURS. The design includes the cover, divider pages, and interior spreads, as well as chart and graphs. The final completed design and layout will be a full-color report of approximately 105 pages (plus cover) in both digital and print-ready formats, in alignment with SURS brand identity and brand guidelines.

It is anticipated that SURS will enter into a three (3) year contract with an option to extend the contract for two (2) additional years.

Project Details

• Reference ID: 50-26-01
• Department: Accounting - 50
• Department Head: Shauna (TBD)

Important Dates

• Questions Due: 2026-04-10T21:30:00.000Z
• Answers Posted By: 2026-04-17T21:30:00.000Z

Evaluation Criteria

• Understanding of Services Requested (10 pts) —

  Proposal will be reviewed for timeliness, format, and completeness

• Proposed Deliverables (10 pts) —

  Submitted examples of prior work and understanding of current scope of work

• Experience and Qualifications (10 pts) —

  Relevant knowledge, experience and qualification of firm and team members including established record of success in similar work

• Commitment to Diversity (10 pts) —

  Vendor's commitment to diverse and inclusive business practices including the use of minority-owned, woman-owned, or persons with a disability owned businesses.

• Warranty (10 pts) —

  Vendor shows commitment to product quality, performance, and support, often including edits and revisions

• References (10 pts) —

  References are both provided and applicable to this project

• Cost (10 pts) —

  The cost estimate provided matches the work described

Submission Requirements

• Proposal Upload (required) —

  Please upload your COMPLETE Proposal here formatted in the manner required by this RFP.

• Proposal Upload (without Fees) (required) —

  Please upload your COMPLETE Proposal here formatted in the manner required by this RFP.

• Statement of Minimum Qualifications
• Project References (required) —

  Please attach a minimum of two (2) project references, similar in design and scope. Be sure to include:

  • Customer Name
  • Project Description
  • Contact Name
  • Contact Phone
  • Contact Email
• Limits of Insurance Coverage (required) —

  Please attach proof of limits of insurance coverage for professional liability insurance and other insurance policies that would provide coverage for work performed on behalf of SURS.

• Years of Experience and Certifications (required) —

  Please confirm that the Proposer/Respondent has been in business for a minimum of five (5) years, has current and valid licenses and certifications applicable to this project for which work is to be performed and pays prevailing wage as applicable.

• Material Conflicts Questions—1 of 2 (required) —

  Does the Proposer/Respondent's key professionals and/or organization have any conflicts with SURS, SURS Board, any member of SURS Staff, any Party or Vendor currently rendering services to SURS and/or with any "immediately family members" affiliated with any of these groups?

• Material Conflicts Questions—2 of 2 (required) —

  For SURS to determine whether any material conflicts exist, Responders must identify all current and prior affiliations of any kind that exist between the Responder and any member of these identified groups in their Conflict of Interest Identification. For purposes of this disclosure, “immediate family members” include the following: spouse, children, step-children, parents, step-parents, siblings, step-siblings, half-siblings, sons-in-law, daughters-in-law, grandparents and grandchildren as well as the parents and grandparents of the Responder’s key professional’s spouse and any person living with the Responder’s key professionals.

  NOTE: A failure to disclose the above requested affiliations may result in a disqualification of the Responder or in a termination of any contract awarded in response to this RFP.

• Illinois State Board of Elections (required) —

  The Proposer/Respondent must be registered with the Illinois State Board of Elections prior to submitting a response as required by 30 ILCS 500/20-160 and must attach proof of the registration certificate. Vendor Registration with State Board of Elections:
  https://berep.elections.il.gov/login.aspx?ReturnUrl=%2f.*  

• Company Organization and Diversity Questionnaire
• Background (required) —

  Please provide a general description and history of your organization, its operations (please include any history of mergers and/or acquisitions), year founded, ownership structure, biographies of the principals, and percentage ownership by current employees.

• Ability to Deliver the Goods or Services (required) —

  Provide a brief, descriptive statement detailing evidence of the Responder’s ability to deliver the goods or services sought under this RFP.

• Minority-Owned Business (required) —

  Is Responder a “minority-owned business,” meaning a business which is at least 51% owned by one or more minority persons, or in the case of a corporation, at least 51% of the stock in which is owned by one or more minority persons; and the management and daily business operations of which are controlled by one or more of the minority individuals who own it? If so, you will be asked to provide a detailed explanation.

• Minority-Owned Business—More Information (required) —

  You have indicated that your firm/organization/company is a minority-owned business. Please provide a detailed explanation.

• Female-Owned Business (required) —

  Is Responder a “female-owned business,” meaning a business which is at least 51% owned by one or more females, or, in the case of a corporation, at least 51% of the stock in which is owned by one or more females; and the management and daily business operations of which are controlled by one or more of the females who own it? If so, you will be asked to provide a detailed explanation.

• Female-Owned Business—More Information (required) —

  You have indicated that your firm/organization/company is a female-owned business. Please provide a detailed explanation.

• Business Owned by A Person With A Disability (required) —

  Is Responder a “business owned by a person with a disability,” meaning a business that is at least 51% owned by one or more persons with a disability and the management and daily business operations of which are controlled by one or more of the persons with disabilities who own it? A not-for-profit agency for persons with disabilities that is exempt from taxation under Section 501 of the Internal Revenue Code of 1986 is also considered a "business owned by a person with a disability.” If so, you will be asked to provide a detailed explanation.

• Business Owned By A Person With A Disability—More Information (required) —

  You have indicated that your firm/organization/company is a business owned by a person with a disability. Please provide a detailed explanation.

• Formal Diversity and Inclusion Policy (required) —

  Does Responder’s firm/organization/company have a formal Diversity and Inclusion Policy or initiative?

• Formal Diversity and Inclusion Policy—Subcontractors (required) —

  Does this policy extend to Subcontractors? 

• Formal Diversity and Inclusion Policy—Upload (required) —

  You have indicated that you have a formal Diversity and Inclusion Policy. Please provide a copy of this policy here.

• Formal Mentorship Program (required) —

  Does Responder’s firm/organization/company have a formal mentorship program or offer enhanced training opportunities for minorities and/or women? 

• Formal Mentorship Program—Details (required) —

  You have indicated that your firm/organization/company has a formal mentorship program or offers enhanced training opportunities for minorities and/or women. Please provide details.

• Women, Minority, or Disabled Staff (required) —

  If selected, does Responder expect to assign any women employees, minority employees, or employees with disabilities to provide any of the requested services to SURS? 

• Women, Minority, or Disabled Staff—More Information (required) —

  You have indicated that if selected, you expect to assign women employees, minority employees, or employees with disabilities to provide requested services to SURS. Please explain here.

• Travel
• SURS Travel Policy (required) —

  SURS Travel Reimbursement Policy Terms for Approved Travel Expenses of Vendors

  If the Responder’s personnel are required to travel to perform work on behalf of SURS, any reimbursement for said travel expenses will be as allowed, in part, by the travel requirements outlined by the Illinois Higher Education Control Board as found in Title 80, Public Officials and Employees, Chapter 4, Travel Regulation Counsel, Part 3000, Illinois Administrative Code as noted below. Accordingly, any expected travel must be pre-approved by SURS and said travel reimbursements will be restricted to the following:

  NOTE: Actual cost receipts for the same must be provided before SURS may reimburse travel expenses.

  Travel by Air

  SURS will reimburse travel expenses for airfare at the price of a standard coach ticket. All travel must be via the most direct route. Expenses incurred due to deviations for convenience shall be borne by the traveler. No reimbursement above this amount will be allowed unless extenuating circumstances exist to support an exception to this travel policy. Any exceptions to this policy must be approved by SURS in advance of travel, in writing, by a duly authorized representative of SURS.

  Travel by Rail

  SURS will reimburse travel expenses for train travel at the price of a standard coach ticket. All travel must be via the most direct route. Expenses incurred due to deviations for convenience shall be borne by the traveler. No reimbursement above this amount will be allowed unless extenuating circumstances exist to support an exception to this travel policy. Any exceptions to this policy must be approved by SURS in advance of travel, in writing, by a duly authorized representative of SURS.

  Travel by Automobile

  Rental Cars—SURS will reimburse travel expenses for the use of a rental car at the rate of $60 per day. The collision damage waiver and personal accident insurance on rented vehicles are not reimbursable. All travel must be via the most direct route. Expenses incurred due to deviations for convenience shall be borne by the traveler. No reimbursement above this amount will be allowed unless extenuating circumstances exist to support an exception to this travel policy. Any exceptions to this policy must be approved by SURS in advance of travel, in writing, by a duly authorized representative of SURS.

  Private Vehicles—Mileage Reimbursement: If an individual chooses to drive a private vehicle, reimbursement for use of a vehicle shall be on a mileage basis and shall be at the applicable rate identified by the Illinois Higher Education Travel Control Board which is based on the rate promulgated pursuant to 5 USC 5707(b)(2) in effect at the time of travel. All travel must be via the most direct route. No reimbursement above this amount will be allowed unless extenuating circumstances exist to support an exception to this travel policy. Any exceptions to this policy must be approved by SURS in advance of travel, in writing, by a duly authorized representative of SURS.

  Hotel Accommodation

  SURS will reimburse hotel expenses at a maximum rate of $150 per day. No reimbursement above this amount will be allowed unless extenuating circumstances exist to support an exception to this travel policy. Any exceptions to this policy must be approved by SURS in advance of travel, in writing, by a duly authorized representative of SURS.

  Per Diem for Meals

  SURS will pay a maximum of $45 per day for a full day of per diem meal reimbursements with limits of $10 for breakfast, $10 for lunch, and $25 for dinner. No reimbursement above this amount will be allowed unless extenuating circumstances exist to support an exception to this travel policy. Any exceptions to this policy must be approved by SURS in advance of travel, in writing, by a duly authorized representative of SURS.

  Responder is required to read and acknowledge this policy.

• Travel Expenses (required) —

  Does your proposal include all expected travel expenses and said expenses will not be billed separately to SURS?

  NOTE: If you have no travel expenses or will not include them at all in charges/fees then please also answer "Yes" here.

• Travel Expenses—Fees (required) —

  Please upload a breakdown of your travel expenses that will be billed to SURS. 

• Addendum to Contract
• Addendum to Contract Confirmation (required) —

  In consideration of SURS entering into such contract, the Responder also agrees to the following:

  1. 1. If the Responder is an individual, s/he certifies that s/he is not in default on an educational loan as provided in Section 3 of the Educational Loan Default Act, 5 ILCS 385/3.
     2. The Responder certifies that it is not barred from being awarded a contract or subcontract because of a conviction or admission of guilt for bribery or for bribing an officer or employee of the State of Illinois or any other state in that officer or employee’s official capacity as provided in Section 50-5 of the Illinois Procurement Code, 30 ILCS 500/50-5 and further certifies that it is in compliance with Section 50-37 of the Illinois Procurement Code, 30 ILCS 500/50-37.
     3. The Responder certifies that it will provide a drug free workplace by engaging in the conduct prescribed in Section 3 of the Drug Free Workplace Act, 30 ILCS 580/3.
     4. The Responder certifies that it is not barred from contracting with SURS because of a violation of either Section 33E-3 (bid-rigging) or 33E-4 (bid rotating) of Article 33E of the Criminal Code of 1961, 720 ILCS 5/33E.
     5. The Responder certifies that it is in compliance with the requirements of 30 ILCS 500/20-160, if applicable (registration with the State Board of Elections) and hereby agrees that the Responder’s failure to comply with this statutory requirement renders this Agreement voidable.
     6. The Responder certifies that neither it nor any substantially owned affiliated firm/organization/company is participating or shall participate in an international boycott in violation of the provisions of the U.S. Export Administration Act of 1979 or the regulations of the U.S. Department of Commerce promulgated under that Act.
     7. The Responder certifies that no fees, commissions, or payments of any type have been or will be paid to any third party in connection with the contract to which this is an Addendum, except as disclosed in the contract or an exhibit thereto as provided in 30 ILCS 500/50-25 and in 40 ILCS 5/1-145. The Responder shall promptly notify SURS if it ever has reason to believe that this certification is no longer accurate.
     8. To the extent Illinois law is applicable to the Responder, pursuant to 775 ILCS 5/2-105, the Responder agrees to:
        1. Refrain from unlawful discrimination and discrimination based on citizenship status in employment and undertake affirmative action to assure equality of employment opportunity and eliminate the effects of past discrimination.
        2. Comply with the procedures and requirements of the Illinois Department of Human Rights’ regulations concerning equal employment opportunities and affirmative action.
        3. Provide such information, with respect to its employees and applications for employment, and assistance as the Illinois Department of Human Rights may reasonably request.
        4. Have written sexual harassment policies that shall include, at a minimum, the following information:
           1. The illegality of sexual harassment
           2. The definition of sexual harassment under state law
           3. A description of sexual harassment, utilizing examples.
           4. The Responder’s internal complaint process, including penalties
           5. The legal recourse, investigative and complaint process available through the Illinois Department of Human Rights and the Illinois Human Rights Commission
           6. Directions on how to contact the Illinois Department of Human Rights and the Illinois Human Rights Commission
           7. Protection against retaliation as provided by Section 6-101 of the Illinois Human Rights Act. A copy of the policies shall be provided to the Illinois Department of Human Rights upon request
     9. To the extent it applies to the Responder and this contract, the Responder agrees to comply with the Illinois Prevailing Wage Act, 820 ILCS 130/1, et seq.
     10. The Responder shall maintain, for a minimum of five (5) years after the completion of the contract, adequate books, records, and supporting documents to verify the amounts, recipients, and uses of all disbursements of funds passing in conjunction with the contract. The Responder shall further make all such books, records, and supporting documents related to the contract available for review and audit by the Internal Auditor of SURS and by the Illinois Auditor General and shall cooperate fully with any audit conducted by the Internal Auditor of SURS and the Illinois Auditor General and will further provide the Internal Auditor of SURS and the Illinois Auditor General full access to all relevant materials.
     11. The Responder agrees to notify the SURS Ethics Officer if it solicits or intends to solicit for employment any of the employees of SURS during the term of the contract.
     12. The Responder understands that SURS and this contract are subject to the provisions of the Illinois Open Meetings Act (5 ILCS 120/1, et seq) and the Illinois Freedom of Information Act (5 ILCS 140/1, et seq).
     13. If Vendor receives access of any kind to the SURS network or to any component of the SURS computer systems to perform work contemplated under the Agreement to which this Addendum is attached, Vendor agrees that its employees and/or pre-approved subcontractors who will be performing work for SURS will complete designated cybersecurity training required by SURS before any such work shall commence.
     14. If Contractor is a Vendor that receives access of any kind to the SURS network or to any component of the SURS computer systems to perform work contemplated under the Agreement, Contractor agrees to comply with all applicable SURS policies pertaining to system access, technology use, and information security for the duration of the engagement outlined in this Agreement.
     15. Data Location—If the agreement with SURS involves the access and/or storage of SURS Personal Identifiable Information (“PII”) data, Vendor shall provide its services to SURS and its end users solely from data centers located in the United States of America. Storage of SURS PII data at rest and all backups shall be located solely in data centers located in the United States of America. Vendor shall not allow its personnel or pre-approved subcontractors to store SURS PII data on any portable devices, including personal computers, tablets, or cell phones, except for devices that are used and permanently stored at all times only at its United States of America data centers. Vendor shall permit its personnel and SURS pre-approved subcontractors to access SURS PII data remotely only as required to provide technical support or as authorized in writing, by SURS.
     16. Data Security—If Vendor has access to SURS PII data held or maintained by SURS, Vendor must maintain reasonable security measures to protect those records from unauthorized access, acquisition, destruction, use, or disclosure pursuant to 815 ILCS 530/45. Vendor agrees to email a written notification within 24 hours of any verified security incidents or breaches involving SURS PII relating to the Vendor’s corporate or customer environments, applications, or systems and/or of any security incidents or breaches involving any of its subcontractors.
     17. Counterparts—This Agreement and Addendum may be executed in counterparts, each of which shall be deemed to be an original, but all of which, taken together, shall constitute one and the same agreement. The counterparts of this Agreement and Addendum may be executed and delivered by facsimile or other electronic signature by any of the parties to any other party and the receiving party may rely on the receipt of such document so executed and delivered by facsimile or other electronic means as if the original had been received.
• Addendum to Contract Confirmation (required) —

  In consideration of SURS entering into such contract, the Responder also agrees to the following:

  1. 1. If the Responder is an individual, he or she certifies that he or she is not in default on an educational loan as provided in Section 3 of the Educational Loan Default Act, 5 ILCS 385/3.
     2. The Responder certifies that it is not barred from being awarded a contract or subcontract because of a conviction or admission of guilt for bribery or for bribing an officer or employee of the state of Illinois or any other state in that officer or employee’s official capacity as provided in Section 50-5 of the Illinois Procurement Code, 30 ILCS 500/50-5 and further certifies that it is in compliance with Section 50-37 of the Illinois Procurement Code, 30 ILCS 500/50-37.
     3. The Responder certifies that it will provide a drug free workplace by engaging in the conduct prescribed in Section 3 of the Drug Free Workplace Act, 30 ILCS 580/3.
     4. The Responder certifies that it is not barred from contracting with SURS because of a violation of either Section 33E-3 (bid-rigging) or 33E-4 (bid rotating) of Article 33E of the Criminal Code of 1961, 720 ILCS 5/33E.
     5. The Responder certifies that it is in compliance with the requirements of 30 ILCS 500/20-160, if applicable (registration with the State Board of Elections) and hereby agrees that the Responder’s failure to comply with this statutory requirement renders this Agreement voidable.
     6. The Responder certifies that neither it nor any substantially owned affiliated company is participating or shall participate in an international boycott in violation of the provisions of the U.S. Export Administration Act of 1979 or the regulations of the U.S. Department of Commerce promulgated under that Act.
     7. The Responder certifies that no fees, commissions, or payments of any type have been or will be paid to any third party in connection with the contract to which this is an addendum, except as disclosed in the contract or an exhibit thereto as provided in 30 ILCS 500/50-25 and in 40 ILCS 5/1-145. The Responder shall promptly notify SURS if it ever has reason to believe that this certification is no longer accurate.
     8. To the extent Illinois law is applicable to the Responder, pursuant to 775 ILCS 5/2-105, the Responder agrees to:
        1. Refrain from unlawful discrimination and discrimination based on citizenship status in employment and undertake affirmative action to assure equality of employment opportunity and eliminate the effects of past discrimination.
        2. Comply with the procedures and requirements of the Illinois Department of Human Rights’ regulations concerning equal employment opportunities and affirmative action.
        3. Provide such information, with respect to its employees and applications for employment, and assistance as the Illinois Department of Human Rights may reasonably request.
        4. Have written sexual harassment policies that shall include, at a minimum, the following information:
           1. The illegality of sexual harassment.
           2. The definition of sexual harassment under state law.
           3. A description of sexual harassment, utilizing examples.
           4. The Responder’s internal complaint process, including penalties.
           5. The legal recourse, investigative and complaint process available through the Illinois Department of Human Rights and the Illinois Human Rights Commission.
           6. Directions on how to contact the Illinois Department of Human Rights and the Illinois Human Rights Commission.
           7. Protection against retaliation as provided by Section 6-101 of the Illinois Human Rights Act. A copy of the policies shall be provided to the Illinois Department of Human Rights upon request.
     9. To the extent it applies to the Responder and this contract, the Responder agrees to comply with the Illinois Prevailing Wage Act, 820 ILCS 130/1, et seq.
     10. The Responder shall maintain, for a minimum of five (5) years after the completion of the contract, adequate books, records, and supporting documents to verify the amounts, recipients, and uses of all disbursements of funds passing in conjunction with the contract. The Responder shall further make all such books, records, and supporting documents related to the contract available for review and audit by the internal auditor of SURS and by the Illinois Auditor General and shall cooperate fully with any audit conducted by the internal auditor of SURS and the Illinois Auditor General and will further provide the internal auditor of SURS and the Illinois Auditor General full access to all relevant materials.
     11. The Responder agrees to notify the SURS ethics officer if it solicits or intends to solicit for employment any of the employees of SURS during the term of the contract.
     12. The Responder understands that SURS and this contract are subject to the provisions of the Illinois Open Meetings Act (5 ILCS 120/1, et seq) and the Illinois Freedom of Information Act (5 ILCS 140/1, et seq).
     13. If  Vendor receives access of any kind to the SURS network or to any component of the SURS computer systems to perform work contemplated under the Agreement to which this Addendum is attached, Vendor agrees that its employees and/or pre-approved subcontractors who will be performing work for SURS will complete designated cybersecurity training required by SURS before any such work shall commence.
     14. If Contractor is a vendor that receives access of any kind to the SURS network or to any component of the SURS computer systems to perform work contemplated under the Agreement, Contractor agrees to comply with all applicable SURS policies pertaining to system access, technology use and information security for the duration of the engagement outlined in this Agreement.
     15. Data Location. If the agreement with SURS involves the access and/or storage of SURS Personal Identifiable Information (“PII”) data, Vendor shall provide its services to SURS and its end users solely from data centers located in the United States of America. Storage of SURS PII data at rest and all backups shall be located solely in data centers located in the United States of America. Vendor shall not allow its personnel or pre-approved subcontractors to store SURS’ PII data on any portable devices, including personal computers, tablets, or cell phones, except for devices that are used and permanently stored at all times only at its United States of America data centers. Vendor shall permit its personnel and SURS pre-approved subcontractors to access SURS’ PII data remotely only as required to provide technical support or as authorized in writing, by SURS.
     16. Data Security.  If vendor has access to SURS PII data held or maintained by SURS, vendor must maintain reasonable security measures to protect those records from unauthorized access, acquisition, destruction, use, or disclosure pursuant to 815 ILCS 530/45. Vendor agrees to email a written notification within 24 hours of any verified security incidents or breaches involving SURS PII relating to the vendor’s corporate or customer environments, applications, or systems and/or of any security incidents or breaches involving any of its subcontractors.
     17. Counterparts. This Agreement and Addendum may be executed in counterparts, each of which shall be deemed to be an original, but all of which, taken together, shall constitute one and the same agreement. The counterparts of this Agreement and Addendum may be executed and delivered by facsimile or other electronic signature by any of the parties to any other party and the receiving party may rely on the receipt of such document so executed and delivered by facsimile or other electronic means as if the original had been received.
     18. Vendor agrees to provide SURS with evidence of a SOC II or equivalent report that outlines its security practices and includes documentation pertaining to the mitigation of any findings.  Vendor further agrees to provide SURS with updated copies of said reports and supporting documentation on an annual basis throughout the duration of the engagement.  SURS staff will be responsible for reviewing the report and any supporting documentation and will catalogue relevant information per SURS’ Risk Management practices.  If SURS staff does not feel that issues identified by the Vendor have been adequately addressed, SURS will notify the Vendor of mitigations that need to be made to comply with relevant SURS policies. 
• Federal Taxpayer Identification Number (required) —

  Under penalties of perjury, the Responder certifies that Number Provided Here is its correct Federal Taxpayer Identification Number.

  Please provide your Federal Taxpayer Identification Number.

• Doing Business As (required) —

  Is Responder doing business as any of the following business types?

  • Individual
  • Sole Proprietorship
  • Partnership
  • Corporation
  • Not-for-Profit Corporation
  • Medical and Health Care Services Provider Corporation
  • Real Estate Agent
  • Governmental Entity
  • Tax Exempt Organization (IRC 501(a) only)
  • Trust or Estate

  If Responder is doing business as another type of business then please respond with a "No" here and you will be asked for further information.

• Doing Business As—Business Type (required) —

  Indicate the type of business that Responder is doing business as.

• Doing Business As—Other (required) —

  You have indicated that Responder is not doing business as any of the previously stated business types. Please state the type of business the Responder is doing business as here.

• Conflict of Interest Identification —

  SURS holds Trustees, Employees, and Vendors to the strongest standards of ethics, transparency, and accountability. Trustees, Employees, and Vendors are prohibited from self-dealing and are required to provide services for the sole interest of SURS members with honesty and integrity at all times. The identification and disclosure of conflicts of interest is integral to ensuring that SURS administers the benefits promised to members in a financial and fiduciarily-prudent manner.

  A failure to disclose any material conflict as outlined in this section may be cause for disqualification from the RFP selection process and/or cause for termination of an awarded contract. Please respond to each question below by initialing the space next to the appropriate answer and completing the certification.

• Conflict of Interest or Ethical Concern (required) —

  Does the organization and/or any of its key professionals or their immediate family members have a conflict of interest or ethical concerns that may prevent it from contracting with SURS? 

• Conflict of Interest or Ethical Concern—Board of Trustees (required) —

  Does the organization and/or any of its key professionals or their immediate family members have a conflict of interest or ethical concerns with any member of the SURS Board of Trustees that may prevent it from contracting with SURS? 

• Conflict of Interest or Ethical Concern—SURS Staff (required) —

  Does the organization and/or any of its key professionals or immediate family members have a conflict of interest or ethical concerns with any SURS Staff members that may prevent it from contracting with SURS? 

• Conflict of Interest or Ethical Concern—More Information (required) —

  If you answered "Yes" or "Unsure" to any of the previous questions regarding a conflict of interest or ethical concern then please explain here.

• Conflict of Interest Confirmation (required) —

  Respondent hereby certifies that the information set forth above regarding conflict of interest is true and complete to the best of their knowledge and belief. 

• Prohibited Responder Listing —

  All Responders are required to fill out the information below. A failure to disclose any material conflict as outlined in this section may be cause for disqualification from the RFP selection process and/or cause for termination of an awarded contract.

• Current Prohibited Responder Listing (required) —

  Is the firm/organization/company presently listed on a state or federal Prohibited Responder Listing, or a retirement system, pension fund, or investment board Prohibited Responder Listing?

• Current Prohibited Responder Listing—More Information (required) —

  You have indicated that your firm is listed on a state or federal Prohibited Responder Listing, or a retirement system, pension fund, or investment board Prohibited Responder Listing, please explain why the firm/organization/company is on the Prohibited Responder Listing, including dates of prohibition.

• Past Prohibited Responder Listing (required) —

  Has the organization ever been listed on a state or federal Prohibited Responder Listing, or a retirement system, pension fund, or investment board Prohibited Responder Listing?

• Past Prohibited Responder Listing—More Information (required) —

  You have indicated that your firm/company/organization has been listed on a state or federal Prohibited Responder Listing, or a retirement system, pension fund, or investment board Prohibited Responder Listing, please explain why the organization was on the Prohibited Responder Listing, including dates of prohibition.

• Prohibited Responder Listing (required) —

  Responder hereby certifies that the information set forth above regarding the Prohibited Responder Listing is true and complete to the best of their knowledge and belief. 

• Other
• Additional Information (if needed) —

  For any additional information requested or required by any of your previously provided answers or as stated within this RFP please upload the additional documentation here.

• Submittal Confirmation (required) —

  Proposer hereby certifies that all information provided within this proposal is accurate to the best of their knowledge. Proposer acknowledges that they have examined and carefully studied all Contract Documents and any Addenda and that they have provided any necessary proof of their authority to submit a proposal on behalf of the Firm/Organization/Company Name stated on the proposal thereby committing the Firm/Organization/Company to the information contained within.

• Fees/Cost Evaluation (required) —

  Will pricing/fees/cost/etc. be one of the evaluation criteria for this RFP?

• SOC Reporting (required) —

  Is SOC reporting necessary for the Addendum to Contract for this RFP?

  Refer to the Service Determination Tool to determine if SOC reporting is necessary.
  https://sursofil.sharepoint.com/:x:/s/ProcurementOffice/ESXX7uAh-UhOqaVdMzBkmzIB6hRDgoVXEU60eOAjQ785KQ?e=0ojYNe