Specialty Private Credit Consultant

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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
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 
Question and Answer Document June 25, 2020

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