ID:
RFP‐20‐20‐03
Posted:
June 12, 2020
The State Universities Retirement System (SURS) is soliciting proposals from firms to provide private credit consulting services to the SURS Investment Staff and Board of Trustees. SURS will be considering proposals for both non-discretionary and discretionary private credit consulting services.
| Document Name | Date | Pages |
|---|---|---|
| Specialty Private Credit Consultant | June 12, 2020 | 18 |
| Appendix B-1 Fee Proposal for Non-Discretionary Services - Microsoft Word | June 12, 2020 | 1 |
| Appendix B-2 Fee Proposal for Discretionary Services - Microsoft Word | June 12, 2020 | 1 |
| Appendix D - Private Credit Consultant Questionnaire - Microsoft Word | June 12, 2020 | 9 |
| Appendix E - Diversity Disclosure - Microsoft Excel | June 12, 2020 | 3 |
| Appendix F - Compensation and Economic Opportunity Disclosure - Microsoft Word | June 12, 2020 | 2 |
| Appendix G - URS Investment Consultant Services Agreement - Microsoft Word | June 12, 2020 | 19 |
| Appendix H - SURS Standard Form Investment Management Agreement - Microsoft Word | June 12, 2020 | 14 |
Schedule
| Description | Date |
|---|---|
| Quiet Period Begins | June 5, 2020 |
| RFP Issued | June 15, 2020 |
| Deadline for Responder Questions | June 19, 2020 |
| Response to Questions | June 26, 2020 |
| RFP Responses Due 4:30 p.m. CST | July 10, 2020 |
| Video Interviews of Semi-Finalists and/or Finalists | August 2020 |
| Selection | September 10, 2020 |
| All dates subject to change at SURS discretion | |
