This Solicitation opportunity from Florida was posted on February 21, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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F-0924 Investment Advisory Services

Closed

RFQ-F-0924A-0-2024/PState & Local

Submission Closed03/18/2024, 12:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523920

New

SLED

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Request for Application (RFA)- NYC Catalyst Fund II

Solicitation # 20251201024

The New York City Economic Development Corporation (NYCEDC) is seeking applications from investment fund managers who are raising capital for investment funds aligned with the NYC Catalyst Fund II program. The program aims to promote economic development within New York City, support NYCEDC’s broader impact goals, and generate financial returns. NYCEDC plans to allocate $25 million to this initiative, with commitments of up to $5 million available for each selected investment fund. Applicants should demonstrate a clear financial return strategy, a strong commitment to New York City, and align their funds with one or more of the following impact areas: supporting diverse entrepreneurship via investments in underrepresented founders, promoting economic mobility by addressing income and wealth disparities through various growth and development pathways, or focusing on high-growth innovation sectors vital to the city's economic future. Selection will be based on the qualifications and reputation of the fund managers, the fund’s investment and impact strategies, proposed financial terms, and the investment track record. NYCEDC emphasizes compliance with all applicable anti-discrimination laws and encourages participation from certified Minority and Women-owned Business Enterprises (M/WBEs). The solicitation remains open until January 2, 2029, or until the allocated funding is exhausted, with applications evaluated continuously. Multiple rounds of question submissions are permitted, with deadlines spanning from early 2026 through late 2028. Interested parties can download the RFA, submit proposals electronically, and direct inquiries to the designated NYCEDC contacts provided.

NYC Economic Development Corporation

POSTED

11 months ago

DEADLINE

in about 2 years

AI Contract Overview

The contract involves providing comprehensive investment advisory services to the Tampa-Hillsborough County Expressway Authority (THEA), focusing on managing approximately $225 million in bond funds designated for debt service and capital projects. The investment advisor will review and develop cash flow projections, recommend investment opportunities, and assist in formulating and implementing strategies to optimize portfolio performance within the framework of THEA’s Investment Policy and applicable regulations. The advisor's responsibilities include analyzing risk and return, advising on market conditions, recommending policy adjustments, and ensuring compliance with federal, state, and organizational guidelines. They will also support THEA staff through meetings, securities selection, transaction execution (pending approval), and providing timely reports and investment activity updates. The firm must supply qualified personnel capable of meeting deadlines and adhere to legal and regulatory standards, including SEC and Florida statutes. Importantly, the advisor will not have discretionary authority; all transactions require prior approval from THEA. The services are provided on a non-exclusive, as-needed basis, with THEA reserving the right to terminate the contract at any time for convenience.

General Info

Agency

Florida → Tampa-Hillsborough County Expressway Authority

NAICS

523920 - Portfolio Management

Place of Performance

FL, USA

Set-Aside

NONE

Documents

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed

PostedFeb 21

Solicitation

Response DeadlineMar 18

Deadline has passed

Submission Closed

03/18/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyFlorida → Tampa-Hillsborough County Expressway Authority

ContactsNo contacts available

OfficeN/A

Organization / Agency

Florida → Tampa-Hillsborough County Expressway Authority

Office AddressN/A

ContactsNo contact information available

Full Description

The general scope of services is to provide investment advisor services by providing portfolio management for approximately $225,000,000 in operating bond funds-debt service and capital funds (non-pension funds). The amount of funds will fluctuate with capital project expenditures. The function of Investment Adviser shall include, but shall not necessarily be limited to, the following: 1. Review THEA’s current cash flow projections and work with the THEA staff to develop cash flow projections to ensure that the investment strategy is consistent with THEA’s cash requirements. 2. Provide recommendations on investment opportunities for THEA’s investment portfolio by acting in an advisor and administrative capacity with the guidelines of THEA’s Investment Policy (EXHIBIT C to the RFQ); 3. Assist in the development and implementation of investment strategies that will enhance THEA’s portfolio performance under current and anticipated changes in market conditions within the parameters of established investment policies and cash flow needs; 4. Advise THEA on current market conditions and other general information; 5. Analyze risk/return relationships between various investment alternatives; 6. Review and recommend changes to THEA’s Investment Policy (EXHIBIT C); 7. Attend meetings of the governing body of THEA, its staff, representative or committees as requested by THEA; 8. Assist in the selection of investment securities and as directed by THEA, cause the transaction to be executed; 9. Advise on the investment of the portfolio in a manner consistent with THEA’s Investment Policy (EXHIBIT C), authorizing the investment of the bond funds debt services, OM&A reserve, and applicable state and federal rules and regulations. 10. Promptly send (or cause to be sent) trade confirmations to THEA; 11. Make available daily information on investment activity and the value of portfolios; 12. Provide THEA with timely and appropriate accounting and investment reports as required; Page 4 of 11 13. Serve as a general resource to THEA staff for information, providing advice and training regarding fixed income securities, investments and treasury management and operations. 14. Comply with SEC, Florida Statutes, THEA Investment Policy, (EXHIBIT C); and other regulations that may be applicable to THEA’s investment portfolio; and 15. The Investment Advisor will not have discretionary authority and accordingly, shall obtain approval from THEA for the purchase or sale of securities prior to execution. 16. The Investment Advisor shall manage the funds in accordance with the laws of the State of Florida and the investment policies and procedures established by THEA. The successful firm shall provide technical and professional personnel to perform the duties and responsibilities assigned under this engagement. The successful firm's staff/resources shall be sufficient to meet time deadlines set by THEA for a particular assignment. The successful firm shall engage professionals and technicians who are licensed, certified and qualified to perform the work. THEA shall request the services from the firm on an as-needed basis. There is no guarantee that any or all of the services described herein will be assigned during the term of the engagement. Further, the firm is providing the services on a non-exclusive basis, whereby THEA may elect to have any of the services performed by other firms or THEA staff. THEA also reserves the right to terminate the contract for convenience with proper notice.