Investment RFP

Download the Investment Management Services RFP

Proposal Submission Instructions

  • Proposals must be submitted in PDF format by email to: RFP@ccsufoundation.org 
    Subject line: "RFP - Investment Services"
  • Deadline for submissions: July 18, 2025
  • Late submissions will not be accepted.
  • The CCSU Foundation will not be responsible for any costs incurred in preparing the proposal. All submitted materials become the property of the Foundation
  • All proposals shall remain binding for 120 calender days after submission.

Anticipated Timeline

MilestoneDate
Quiet Period BeginsMay 30, 2025
RFP Issued

May 30, 2025

(posted: https://www.ccsu.edu/ccsufoundation/investment-rfp)

Questions DueJune 20, 2025 (4:00 PM)
Responses to Questions ProvidedJuly 2, 2025
Proposal Submission DeadlineJuly 18, 2025 (4:00 PM)
Evaluations & Interviews (Tentative)September 15, 2025 (noon-5pm) & September 16th (9am-noon)
Special Board Meeting (presentations)October 1, 2025 (10am-noon)
Final SelectionOctober 15, 2025