MSU-26-002-solicitation-amendment-1.pdf

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Financial Advisor
Solicitation number
MSU-26-002
Issued by
Williams County, North Dakota

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This is a Solicitation Amendment issued by Minot State University in North Dakota for a Financial Advisor procurement (Solicitation Number MSU-26-002). The amendment, dated August 15, 2025, modifies the original solicitation by removing the requirement for a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation. The solicitation seeks a financial advisor specifically for a $3.1 million bond issuance for the university's Student Center project. The deadline for receipt of proposals is September 4, 2025, at 3:00 P.M. Central Time, with the original solicitation having been issued on August 12, 2025.

The amendment includes a clarification that the Student Center bond project is indeed the specific focus for the financial advisor services. Bidders are instructed to acknowledge receipt of the amendment by signing and returning the Solicitation Amendment Acknowledgement page with their proposal response. The procurement contact is Jessica Jastrzebski, Procurement Officer, who can be reached via email at jessica.jastrzebski@minotstateu.edu or by telephone at 1-701-858-4153. The amendment provides an opportunity for potential bidders to seek further clarification and ensures all parties are aware of the updated requirements for the financial advisor solicitation.

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STATE OF NORTH DAKOTA

MINOT STATE UNIVERSITY

500 UNIVERSITY AVE. WEST

MINOT, ND 58707

SOLICITATION AMENDMENT #1

August 15, 2025

Solicitation Number: MSU-26-002 Title: Financial Advisor Deadline for Receipt of Proposals: September 4, 2025, 3:00 P.M. CT Solicitation Issued: August 12, 2025

This solicitation is amended as follows:

Section 3.4A. Scope of Work – Minimum Qualifications is amended as follows: Delete “A

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation” in its entirety.

Section 1.10 established a Deadline for Submission of Questions and Requests for Clarification.

The responses, including any necessary amendments, are as follows:

Questions related to Section 2.1 Background Information:

1. Question: Minot State University was authorized to issue $3.1 million in bonds for its

Student Center. Would this be the specific project the University would be looking at for obtaining a financial advisor?

Response: Yes.

No amendment necessary.

Bidders are instructed to acknowledge receipt of and compliance with this amendment by signing below and returning the Solicitation Amendment Acknowledgement page with your solicitation response.

Questions regarding this amendment must be submitted in writing to the Procurement Officer.

Jessica Jastrzebski Procurement Officer E-mail: jessica.jastrzebski@minotstateu.edu Telephone: 1-701-858-4153

AMENDMENT ACKNOWLEDGEMENT

Solicitation Number: MSU-26-002 Title: Financial Advisor Solicitation Amendment Number: #1

By my signature below, I hereby acknowledge receipt of and compliance with this amendment.

COMPANY NAME

SIGNATURE

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DATE

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