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This Solicitation opportunity from Hawaii was posted on February 27, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Investment Decision Software and Implementation/Support Services ("IDSIS")

Closed
RFP-BFS-1659609AState & Local

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Background The City & County of Honolulu through the Department of Budget and Fiscal Services is issuing an RFP to acquire or obtain a license for Investment Decision Software and Implementation/Support Services for a one-year period with possible extensions. The City seeks to invest City’s discretionary treasury balances in a safe, liquid manner while preserving capital and optimizing returns. The City manages its own investment portfolio in accordance with statutes and a written investment policy. The City currently has a subsidiary system, Emphasys SymPro Investment Management Software, which provides complete investment portfolio accounting, reporting, and analysis. The City’s portfolio as of June 30, 2022, is approximately $3.5 billion. Work Details The Investment Decision Software and Implementation/Support Services sought are expected to maximize the City’s fixed-income investment earnings in compliance with statutory and investment policy requirements in a safe and liquid manner while preserving capital. The full-service solution must include personnel resources support focused on technical expertise and training of City’s staff. The minimum requirements include Portfolio Investment Accounting and Functionality, Investment Decision Support Capabilities, Reporting and Performance Measurement, and Required Implementation and Support Services. Period of Performance The term of the contract shall be for a period of twelve months beginning on the date specified on the Notice to Proceed. By mutual agreement between the parties, the contract may be extended for an additional twenty-four months, not to exceed thirty-six months in total.

General Info

The City desires an Investment Decision Software and Implementation/Support Services (“IDSIS Services”) to maximize the City’s fixed-income investment earnings in compliance with statutory and investment policy requirements in a safe and liquid manner, while preserving capital. The IDSIS Services we seek is more than simply an investment tracking service. It is expected to effectively handle every aspect of our administration, compliance and enforcement needs. The full-service solution must include personnel resources support focused on technical expertise, and training of City’s staff.

Documents

4

RFP-BFS-1659609A Addendum No. 1

PDF, High priority: read this firstamendment
High

RFP-BFS-1659609A Addendum No. 2

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RFP-BFS-1659609A Addendum No. 3

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RFP-BFS-1659609A: Investment Decision Software and Implementation/Support Services

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Timeline

2 updates
PhaseClosed
Posted

Solicitation

Deadline changed

Response deadline changed from Apr 5, 2024 to Mar 28, 2024.

Deadline changed

Response deadline changed from Mar 28, 2024 to Apr 5, 2025.

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyHawaii → City & County of Honolulu - City Council
Contacts1 person available
OfficeN/A
Office AddressN/A
Contacts

Full Description

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The City desires an Investment Decision Software and Implementation/Support Services (“IDSIS Services”) to maximize the City’s fixed-income investment earnings in compliance with statutory and investment policy requirements in a safe and liquid manner, while preserving capital. The IDSIS Services we seek is more than simply an investment tracking service. It is expected to effectively handle every aspect of our administration, compliance and enforcement needs. The full-service solution must include personnel resources support focused on technical expertise, and training of City’s staff.

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Miguel
Hillary
Keith Deutsch
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