SLED Opportunity · NEW YORK · NEW YORK
AI Summary
Battery Park City Authority seeks proposals for comprehensive financial investment advisory services including portfolio management, compliance monitoring, and strategy development. MWBE and SDVOB participation encouraged with specific goals. Proposals due by May 13, 2026.
Battery Park City Authority d/b/a Hugh L. Carey Battery Park City Authority (“BPCA”) requests proposals (individually a “Proposal” and collectively the “Proposals”) from qualified firms (individually a “Proposer” and collectively the “Proposers”) to provide BPCA with a full range of financial investment advisory services. The selected Proposer shall assist BPCA in the management of its investment portfolio, including, but not limited to: advising the Board on appropriate investment philosophy; providing regular investment performance reports; conducting policy reviews and updates; developing asset allocation strategies; monitoring compliance; and developing and implementing an overall investment strategy. Services will be performed in a manner consistent with BPCA’s Investment Reports and Guidelines (the “Guidelines”). The Consultant shall provide BPCA with a full range of financial investment advisory services, including all labor and materials necessary to complete the work and service items described in RFP Exhibit A – Scope of Work. Interested parties may download the request for proposals (“RFP”) from the New York State Contract Reporter or by visiting BPCA’s website at https://bpca.ny.gov/apply/rfp-opp/ and clicking on the “Current Procurement Opportunities” tab. Addenda, if any, will be posted to BPCA’s website. All Proposals must meet the requirements listed in the RFP. Restricted Period: Proposers are restricted from making contact with anyone other than the Designated Contacts (identified below) during the period from the time of publication of this advertisement through approval of the procurement contract by BPCA (the “Restricted Period”). Employees of BPCA are required to record certain contacts during the Restricted Period, including, but not limited to, any oral, written or electronic communication with a governmental entity under circumstances where a reasonable person would infer that the communication was intended to influence the governmental entity’s conduct or decision regarding the governmental procurement, and to make a determination of responsibility based, in part, upon any such contact. Failure to abide by this process may result in a finding of non-responsibility. MWBE/SDVOB: Minority-Owned Business Enterprises (“MBE”), Women-Owned Business Enterprises (“WBE”) and Service-Disabled Veteran-Owned Business Enterprises (“SDVOB”) are encouraged to submit Proposals. For questions regarding MBE/WBE/SDVOB participation, joint ventures and sub-contracting goals ONLY, please contact “Diversity Designated Contact”: Zag Kimpolo at 212-417-2339 or zag.kimpolo@bpca.ny.gov. Business enterprises awarded an identical or substantially similar procurement contract within the past five years: PFM Asset Managment, LLC Service-Disabled Veteran-Owned Business (SDVOB) SDVOB Goal: 6.00% Minority / Women Business Enterprise contracting goals (MWBE) MBE Goal: 15.00% WBE Goal: 15.00%
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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