Investment Management Software

Solicitation #:6563
Issue Date:09/22/2020
Proposal Due:11/05/2020 - 5:00 PM
Classification:Professional Services
Type:Request for Proposal (RFP)
Status:New
Subcontracting Provisioning Goals (%)
Minority Owned:0%
Women Owned:0%
Service Disabled Veteran Owned:0%
Contract Terms
Five Years
Location Where Goods to be Delivered or Service Performed
Albany, NY

The Dormitory Authority of the State of New York (DASNY) seeks proposals from software vendors who offer Investment, Risk Management and Compliance (for example, authorization limits, collateral monitoring, calculation of market values, alerts when certain criteria are met) modules with agile reporting capability in a secure platform that will include software implementation services, ongoing training and technical support.

A Cloud-based system can either be Software-as-a-Service (“SaaS”) or Software-as-a-Product (“SaaP”) and should accommodate a minimum of 40 users. While a cloud-based system is preferred, DASNY will consider on-premises alternatives.

DASNY will also consider Cash Management and Accounting modules as an ancillary service that would complement the Investment System.  The Cash Management system would be used to coordinate cash position, maturities, disbursements across multiple financial institutions; coordinate wire transfers, and the sale and purchase of securities executed through the Bloomberg Terminal. The Accounting module would be used for confirmation and/or posting of cash receipts and interfacing with our accounting system, JD Edwards World.

All information regarding eligibility, qualification requirements and preferences is available in the attached Request for Proposal (RFP). The RFP will be the only source for this information.

It is the goal of DASNY to encourage participation by qualified certified Minority, Woman and Small Business Enterprises (MWSBE) and Services-Disabled Veteran-Owned Businesses (SDVOB) as part of your team to the maximum extent Veteran-Owned Businesses (SDVOB) as part of your team to the maximum extent practical and consistent with legal requirements.

In accordance with State Finance Law § 139-j and § 139-k, this solicitation includes and imposes certain restrictions on communications between Dormitory Authority personnel and an Offerer during the procurement process. The designated staff for this procurement is Jacqueline McGovern (ph: 518-257-3333, Email: [email protected] .org). Contacts made to other Dormitory Authority personnel regarding this procurement may disqualify the Offerer and affect future procurements with governmental entities in the State of New York. Please refer to the Authority’s website (www.dasny.org) for Authority policy and procedures regarding this law, or the OGS website (www.ogs.state.ny.us/aboutogs/regulations/defaultAdvisoryCouncil html) for more information about this law.

 

Submit To Contact

Jacqueline McGovern

Senior Contract Administrator

DASNY

Procurement

515 Broadway

Albany, NY 12207

United States

Phone: (518) 257-3333

Fax: (518) 257-3955 (fax)

Email: [email protected]

Technical Contact

Jacqueline McGovern

Senior Contract Administrator

DASNY

Procurement

515 Broadway

Albany, NY 12207

United States

Phone: (518) 257-3333

Fax: (518) 257-3955 (fax)

Email: [email protected]

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