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This Solicitation opportunity from New York was posted on July 26, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Request for Proposals for Financial & SWAP Advisory Services

Closed
2112308State & Local

Contract Overview

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

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NAICS: 541611
New
Business Impact Analysis, Disaster Recovery, and Business Continuity Plan Services (RFP-VC-26-006), Inland Empire Utilities Agency (California)
Solicitation # RFP-VC-26-006
Hagerty Consulting, Inc. is seeking a Disadvantaged Business Enterprise (DBE) subcontractor to support an engagement with the Inland Empire Utilities Agency (IEUA) in California. The project focuses on enhancing the agency's operational resilience framework through the development and review of a Business Impact Analysis (BIA), Disaster Recovery Plan (DRP), and Business Continuity Plan (BCP). Key responsibilities include identifying critical time-sensitive functions, quantifying disruption impacts, developing recovery playbooks, and facilitating in-person tabletop exercises to identify response gaps. Preferred expertise includes IT/OT resilience, critical infrastructure, and experience within the water or wastewater utility sectors. The engagement is funded by the Environmental Protection Agency (EPA) and requires strict adherence to CISA, NIST, and FEMA standards. The contract has an initial term of three years with an option to extend, with an estimated project value of approximately 1 million dollars per year. Qualified subcontractors must demonstrate a strong record of performance, including at least two similar projects completed within the last five years. Compliance requirements include registration in SAM.gov, adherence to California Prevailing Wage laws, and compliance with Build America, Buy America (BABA) and Title VI of the Civil Rights Act. Proposals must be submitted electronically via PlanetBids by November 17, 2026.
Hagerty Consulting, Inc.

POSTED

about 3 hours ago

DEADLINE

in 19 days
NAICS: 541611
New
SLED
PROVIDE A COMPLIANCE GAP ANALYSIS FOR UNIVERSITY OF HAWAII
Solicitation # 27-6275
The University of Hawaii System is soliciting professional consulting services under RFP No. 27-6275 to conduct an enterprise-wide compliance gap analysis, compliance program maturity assessment, and the development of a strategic implementation roadmap. Led by the inaugural Chief Compliance and Ethics Officer, the project aims to establish a baseline of risks and strengths by mapping current practices against the U.S. Department of Justice's Seven Elements of an Effective Compliance Program and USSG §8B2.1, while incorporating higher education leading practices. Key deliverables include a Project Management Plan, a Compliance Inventory and Ownership Map, an Assessment Report, an Operating Model and Strategic Roadmap, and an Executive Summary with briefings, with final deliverables due by May 28, 2027. The contract will be awarded to the responsive and responsible offeror deemed most advantageous to the University, with key personnel scoring 20 points in the evaluation. Qualified firms must have at least ten years of compliance consulting experience and have completed five compliance assessments for higher education institutions. The Project Director must possess CCEP and LPEC certifications and have verifiable experience as a Chief Compliance Officer in higher education. Proposals must be submitted via HIePRO by November 30, 2026, and include a firm fixed price for each deliverable. Strict requirements are in place for data security, including U.S.-based storage and encryption, as well as comprehensive insurance coverage including Commercial General Liability, Automobile Liability, and Workers' Compensation.
Department of University of Hawaii

POSTED

about 3 hours ago

DEADLINE

in about 1 month

AI Contract Overview

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The New York State Housing Finance Agency, along with the State of New York Mortgage Agency, the Municipal Bond Bank Agency, and the Tobacco Settlement Financing Corporation, are seeking proposals from qualified firms to establish a prequalified panel of financial advisors and swap advisors. These advisors will provide technical assistance and strategic advice related to municipal securities issuance, financial products, and interest rate swaps, with the goal of selecting one or more firms to serve as independent registered municipal advisors for each agency. The solicitation emphasizes replacing existing panels, requiring current firms to reapply if they wish to maintain prequalification, and allows proposals to target individual agencies or multiple agencies collectively. The contract is set for a five-year term, covering all counties in New York State, with specific goals for minority, women, and service-disabled veteran-owned business participation. Proposals must be submitted by August 16, 2024, with questions due by August 4, 2024. The project involves a contract size ranging from $500,000 to $2,000,000, and the procurement is managed by the NYS Department of Homes & Community Renewal. The process aims to ensure qualified firms are retained to support the agencies’ financing programs, with a focus on fostering diversity and inclusion through specified subcontracting goals. Interested firms can find additional details and submit their proposals through the designated online portals.

Documents

1

HCR-RFP-240726 Financial & Swap Advisory Services

PDF, High priority: read this firstrfp
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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

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Submission Closed

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Organization & Contact Information

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AgencyNew York → NYS Dept of Homes & Community Renewal
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

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The New York State Housing Finance Agency (HFA), State of New York Mortgage Agency (SONYMA), State of New York Municipal Bond Bank Agency (“MBBA”) and Tobacco Settlement Financing Corporation (“TSFC”) (individually or collectively, “Agency” or “Agencies”) seek proposals from qualified firms (“Proposers” or “Firms”) as the basis of establishing a prequalified panel(s) (“PQL”) of firms to serve as financial advisor (“FA”) and/or swap advisor to one or more of the Agencies.  In accordance with the Agencies’ “Procedures for Advice Regarding the Issuance of Municipal Securities, Municipal Financial Products or Investments,” the Agencies intend to select one or more of the successful Proposers to serve as the Independent Registered Municipal Advisor for each of the Agencies. The financial advisor may be required to provide overall technical assistance and advice regarding the operation of an Agency’s financing program as more fully described in the Scope of Services section of this RFP.  The swap advisor will provide advice on interest rate swaps, if any, for one or more of the Agencies. This solicitation seeks to replace, not supplement, the Agencies’ PQL of firms serving as financial advisor(s) and/or swap advisor(s).  Accordingly, firms on any existing financial advisor and/or swap advisor PQL must respond to this RFP if they wish to continue to be prequalified.  Proposals may be submitted separately for HFA, SONYMA, MBBA or TSFC or may be submitted for one or more of the Agencies, collectively. RFP Questions are to be submitted to contact@example.gov by August 5th at 12pm EST. RFP submissions are to be submitted to contact@example.gov  by August 16th at 12pm EST Service-Disabled Veteran-Owned Set Aside: No Minority Owned Sub-Contracting Goal: 15% Women Owned Sub-Contracting Goal: 15% Service-Disabled Veteran-Owned Business Contracting Goal: 6% Due date:08/16/2024 12:00 PM Deadline for RFP Questions is August 4, 2024 at 12pm EST Contract term: 5 years County(ies): All NYS counties Business entities awarded an identical or substantially similar procurement contract within the past five years: None

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