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Financial - Consulting & Other Services

 
Issue Date: 11/30/2023 Contract Number: RFP 2023-40-INV

Muni Asset Manager


Description:

NYSIF is seeking proposals from qualified asset manager(s) to manage a portfolio of taxable municipal bonds. Services include experience in managing portfolios with taxable and tax-exempt municipals. The mandate includes a weighted average credit rating of no lower than A+.

NYSIF anticipates awarding multiple contracts. The solicitation document may be obtained from NYSIF’s Procurement website at www.nysif.com/procurement. Interested parties should e-mail contracts@nysif.com with any questions. Please include “NYSIF 2023-40-INV” in the subject line of the e-mail.

All amendments, clarifications and any announcements related to this procurement will be posted on NYSIF’s website at: www.nysif.com/procurement. It is the sole responsibility of the bidders to check the website for any amendments, clarifications or updates. All applicable amendment information must be incorporated into the firm’s proposal. Failure to include this information in your proposal may result in the proposal being deemed non-responsive.

Proposals from responsible bidders are due 1/31/24 by 2:00 p.m. EST. The calendar of events is detailed in the RFP.

Pursuant to State Finance Law § 139-j and § 139-k, this solicitation includes and imposes certain restrictions on communications between NYSIF personnel and a prospective bidder during the procurement process. Designated staff for this solicitation is Alex Romano & Alicia Jemmott, NYSIF, 15 Computer Drive West, Albany NY 12205, contracts@nysif.com. Contacts made to other NYSIF personnel regarding this procurement may disqualify the prospective bidder and affect future procurements with governmental entities in the State of New York.

NYSIF is committed to achieving its goal of increasing opportunities for New York State Minority and Women’s Business Enterprises (M/WBE) and Service-Disabled Veteran Owned Businesses (SDVOB). Any company that feels it may meet the state requirements for MWBE certification but has not done so already is also encouraged to visit the NYS Empire State Development website at http://www.esd.ny.gov/MWBE.html for more information. We encourage any firm that believes it meets the state requirements for SDVOB certification to visit The Division of Service-Disabled Veterans’ Business Development within the NYS Office of General Services (OGS) at https://ogs.ny.gov/Veterans/.

Due Date: 01/31/2024 2:00 PM

Contract Term: 7 years

Location: Statewide

Ad Type: General


Primary Contact:     Insurance Fund - NYS
Procurement Unit
NYSIF
Alexandria Romano
Contract Management Specialist 3
15 Computer Drive West
Albany, NY 12205
United States
Ph: 000-000-0000
Fax:
contracts@nysif.com

Secondary contact:     Insurance Fund - NYS
Procurement Unit

Alicia Jemmott
Contract Management Specialist
15 Computer Drive West
Albany, NY 12205
United States
Ph: 000-000-0000
Fax:
contracts@nysif.com
Secondary contact:     Insurance Fund - NYS
Procurement Unit
NYSIF
Alexandria Romano
Contract Management Specialist 3
15 Computer Drive West
Albany, NY 12205
United States
Ph: 000-000-0000
Fax:
contracts@nysif.com