National Louis University

1000 Capitol Drive

Wheeling, Il 60090

FEIN# 36-2167804

Vendor Selection Form

(To be completed for all purchases/services over $10,000)

Date______Principal Investigator: ______

Department______Fund#______

Goods to Be Purchased/ Services Provided______

______

______

Vendor Selection Criteria:

1.______

2.______

3.______

(List Others on Back of Page)

Vendors Invited to Bid and Summary of Bids Received:

BiddersSummary of Bids Received

1.______

______

2.______

______

3. ______

______

(List Others on Back of Page)

Vendor Selected:

______

Reason For Vendor Selected:

______

______

Is the Vendor Contractor AA Form attached for Vendor Selected?______

Approved By:

______

(Principal Investigator)

______

(Marty Mickey, VP of Finance)

National Louis University RFP SAMPLE DOCUMENT

Introduction

For more than a century, National-Louis University (NLU) has served those who serve others. Three colleges comprise NLU: National College of Education, the College of Arts and Sciences, the College of Management and Business and the College of Professional Studies and Advancement. The institution serves nearly 12,000 students annually from its five Chicago-area campuses and at academic centers in Milwaukee/Beloit,Wisconsin; Tampa, Florida;and NowySacz,Poland.
The mission of National-Louis University is to develop highly competent and humane individuals to serve and lead in an increasingly diverse and global society. Central to this mission is a commitment to life-long and active engagement in learning. As an independent, not-for-profit University that values teaching, NLU links tested theory and practice with the on-going experiences of its students. NLU is sensitive to the changing needs of society and is responsive to the students and publics it serves. The University offers 13 degrees extending to the doctoral level and certificate programs across its three colleges plus more than 30 academic programs. Please see our website at for additional information about the University.

National-Louis University is issuing this request for proposal (RFP) to selected and interested companies with the intent of selecting a vendor to ….[ INDICATE HERE WHAT TYPE OF SERVICE IS BEING SOLICITIED]

Instructions for Responding To RFP(ADJUST AS APPROPRIATE TO ADDRESS THE DESIRED RFP ITEMS)

  1. All responses are to be limited to 15 pages – No exceptions. Do not provide any miscellaneous information, sample documents, etc. unless requested.
  2. Questions concerning RFP should be directed to [INDICATE NAME OF BUDGET HEAD] at XXX-XXX-XXXX
  3. RFP is due on XXXXX at XXX p.m. and should be directed to [INDICATE NAME OF BUDGET HEAD AND ADDRESS].
  4. NLU will select 1-2 qualified firms for oral presentations, which will be scheduled during the week of [INDICATE DATES AND PLACE FOR PRESENTATIONS]. Oral presentations will be limited to ½ hour slide presentation and ½ hour question/answer segment.
  5. Vendors that do not adhere to instructions herein may be disqualified.

Current Information Regrding Services Being Requested

PROVIDE BACKGROUND ON THE SERVICES TO BE PROVIDED AND THE SCOPE OF SUCH SERVICES. THE INFORMATION SHOULD BE DETAILED AND PROVIDE INFORMATION REGARDING ALL EXPECATIONS FOR SERVICES, ETC.

Structure of RFP Response(The following should be supplemented with any specific requests/information desired in the RFP Response)

  1. Executive Summary – Describe why your firm should be selected .
  2. Description of Firm - Provide a brief description of your firm to include history, ownership, location of servicing office and experience with educational institutions (limit response to 3 pages). Please include annual report and/or financial statements in Appendix.
  3. Services To Be Provided – Provide a brief description of the services that your firm will provide to the University (limit response to 3 pages)
  4. Proposed Account Team – Please include resumes of key employees who will be assigned to this account detailing their experience with educational institutions (limit response to 3 pages).
  5. References – Provide 3 references of existing clients (2 should be educational institutions) to include contact name and title, telephone number, organization, address, members of proposed team associated with account and lines of coverage (limit to 1 page).
  6. Conflicts of Interest – Describe whether your company (or any affiliated company including corporate parent(s), subsidiaries, subsidiaries of parent company or subsidiaries of affiliated companies) have ownership or relationships (personal or otherwise) that might be construed as a conflict of interest to the University. (limit response to 1 page).
  7. Legal/Regulatory Actions – Describe any litigation, investigation, sanctions, penalties or settlements regarding your firm’s activities in the area of services covered by your bid (limit response to 1 page).
  8. Fees –Based upon all information you know about NLU and the services described above, give an estimate of the total compensation your firm would expect to receive (limit response to 1 page).
  9. Additional Information – Provide any additional information that should be considered in the evaluation of your account (limit response to 1 page).