This Solicitation opportunity from New York was posted on November 4, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Fixed Income Consultant for the New York State Common Retirement Fund

Closed

2115446State & Local

Submission Closed12/20/2024, 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: 523940

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AIIB Request for Proposal - Strategic Asset Allocation and Investment Advisory Services.

Solicitation # Doc3361616312

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Solicitation # 2139748

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RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

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SNOC26271023 - RFP - Investment Services

Solicitation # SNOC26271023

Snow College is soliciting proposals under solicitation number SNOC26271023 to engage a qualified financial institution for the investment, management, and custodial services of its Endowment and Foundation investment funds, currently valued at approximately 34 million dollars. The selected vendor will provide full-time, non-discretionary advisory services, which include developing and implementing investment strategies, providing breakeven analysis for security replacements, and delivering regular performance reports in compliance with GAAP and GASB fair-value reporting standards. The advisor is expected to meet with college administration and boards at least twice per year and must ensure all activities comply with federal laws, State of Utah regulations, and the policies of the Utah Board of Higher Education. The contract will be awarded based on the optimum value provided to the college. Evaluation focuses on research and investment decision-making processes, with vendors requiring a minimum score of 96 out of 160 points in the initial scope of work evaluation to qualify for an interview. Proposals must be submitted via the U3P portal by November 13, 2026, and must include a separate, sealed cost proposal to avoid disqualification. Required contractor obligations include maintaining commercial general liability, professional liability, and workers compensation insurance, as well as providing performance and payment bonds if project amounts exceed 50,000 dollars or prepayment terms exceed 5,000 dollars. As a governmental entity under the Governmental Immunity Act of Utah, Snow College requires strict adherence to non-discrimination laws and federal civil rights acts.

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Investment Consulting Services

Solicitation # UofSRFPCP-858934

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University of Saskatchewan

POSTED

15 days ago

DEADLINE

in 17 days

AI Contract Overview

The New York State Common Retirement Fund, under the authority of Comptroller Thomas P. DiNapoli, is seeking proposals through RFP #24-10 from qualified firms to serve as fixed income consultants. These consultants will act as fiduciaries, providing specialized expertise and services to support the Fund’s investment strategies. The procurement process is managed by the Office of the State Comptroller and is open to eligible business entities, with the contract expected to last six years, potentially extending for an additional two years. The contract value ranges between $500,000 and $2,000,000, and the project is located in Albany, New York. All procurement documents, including any amendments or addenda, are posted on the OSC website, and proposers are responsible for reviewing these updates prior to submitting their proposals. The process adheres to OSC’s Procurement Integrity Procedures, and inquiries should be directed via email to the designated Contract Management Specialist, Leah Mancini. The deadline for proposal submissions is December 20, 2024, with questions due by November 26, 2024. Notably, there are no set-aside goals for minority, women, or service-disabled veteran-owned businesses, and the contract involves prior work with firms such as RVK, Inc., which have provided similar services within the past five years.

General Info

Agency

New York → Office of the State Comptroller

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

NY, USA

Set-Aside

NONE

Documents

No documents available

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Timeline

PhaseClosed

PostedNov 4

Solicitation

Response DeadlineDec 20

Deadline has passed

Submission Closed

12/20/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyNew York → Office of the State Comptroller

Contacts1 person available

OfficeN/A

Organization / AgencyNew York → Office of the State Comptroller

Office AddressN/A

Contacts

Leah ManciniContract Management Specialist 1

contact@example.gov

+1 (555) 000-0000

Full Description

Through Request for Proposals (RFP) #24-10, Thomas P. DiNapoli, Comptroller of the State of New York, as Trustee of the New York State Common Retirement Fund, seeks proposals from qualified firms to provide fixed income consultants (“Proposers”) to provide expertise and to perform the services as described in the RFP. The Proposer to whom the Fund awards a contract pursuant to this RFP will act as a fiduciary to the Fund and the Comptroller. The RFP and all documents for this procurement are posted on the OSC website at https://www.osc.state.ny.us/procurement. NOTE: Procurement documents may, from time to time, be amended or addenda issued. It is the Proposer’s responsibility to become aware of any such amendments and/or addenda prior to submission of a proposal. All amendments and/or addenda to procurements will be posted to the OSC website at https://www.osc.state.ny.us/procurement. Proposers should review the OSC website prior to submission of a proposal to ensure that they have all information required to submit a complete and responsive proposal. This procurement is subject to, and shall be conducted in accordance with, the OSC Executive Order on Procurement Integrity and OSC’s Procurement Integrity Procedures, both of which are available in full on the OSC website noted above, or upon email request. All inquiries concerning this procurement must be addressed to the Contracting Officer or designee(s) at OSC, via email (preferred) to contact@example.gov or via hard copy mail to: Director of Finance Questions for RFP24-10 Office of the State Comptroller 110 State Street, Stop 13-2 Albany, NY 12236-0001 Service-Disabled Veteran-Owned Set Aside: No Minority Owned Sub-Contracting Goal: 0% Women Owned Sub-Contracting Goal: 0% Service-Disabled Veteran-Owned Business Contracting Goal: 0% Disadvantaged Owned Sub-Contracting Goal: 0% Due date:12/20/2024 4:00 PM Questions are due by 11/26/2024 @ 4p.m. ET Contract term: Six years with the option to extend the Agreement for one additional two-year period County(ies): Albany Location: 110 State Street, Albany, NY 12236 * These goods or services have been purchased from an out-of-state/foreign vendor within the past three years. Business entities awarded an identical or substantially similar procurement contract within the past five years: RVK, Inc.