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  5. ›CWU RFP 26-010 Investment Advisory Services

Central Washington University·Washington

CWU RFP 26-010 Investment Advisory Services

Closes 11/20/2026$300k – $900kRequest for Proposal
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Description

Central Washington University is seeking a qualified, registered investment adviser to provide comprehensive fiduciary consulting and investment‑advisory services for its retirement and voluntary investment plans. The scope includes research and due‑diligence on investment managers, fee benchmarking, development and monitoring of an Investment Policy Statement, quarterly performance reporting, participation in committee meetings, fiduciary governance training, and assistance with record‑keeper and vendor evaluations. Preference is given to firms with experience in public‑sector higher‑education defined‑contribution plans, and the contract will run for an initial three‑year term with possible year‑to‑year extensions up to eight years total.

Attached files

Contact

Curtis Smithgall(Procurement Officer)

[email protected]

(509) 963-2871

Key dates

Opened
10/12/2026
Questions due
11/6/2026
Closes
11/20/2026
Projected award
12/14/2026
Duration
3 years

Last updated

Details

Type
Request for Proposal
Industry
Consulting Services
NAICS
523930
Solicitation №
RFP 26‑010

Budget estimate

$300,000 – $900,000

The RFP requires hourly rates that must include all costs. Assuming a mid‑range advisory firm charges $150‑$300 per hour and dedicates roughly 800‑1,200 billable hours per year, the three‑year contract could generate between $360,000 and $1,080,000. Factoring potential extensions and additional services (training, portal development), a realistic earnings range is approximately $300k‑$900k over the base term.

AI estimate from the solicitation

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