NYSIF Procurement Opportunities

NYSIF Procurement Guidelines apply to all acquisitions entered in to by NYSIF in accordance with New York State and Workers’ Compensation Laws, New York State Procurement Council Guidelines, and/or any other applicable rule, regulation, statute or opinion issued by NYSIF. You can find NYSIF and other New York State procurement opportunities in the New York State Contract Reporter.

Minority and Women-Owned Business Enterprises

NYSIF encourages participation by New York State Minority- and Women-Owned Business Enterprises (M/WBE) in its procurement projects. NYSIF is committed to achieving the statewide goal of increasing opportunities for M/WBEs and helping these businesses thrive. NYSIF has established an M/WBE participation goal of at least 30 percent for all NYSIF contracts. In addition, NYSIF has instituted an asset management and financial institution strategy to increase use of M/WBE investment and financial services firms.

Helpful forms:

Visit Empire State Development for more information about M/WBE requirements and certification.

Service-Disabled Veteran-Owned Businesses

The Service-Disabled Veteran-Owned Business Act allows eligible business owners to become certified as New York State Service-Disabled Veteran-Owned Businesses (SDVOB) to increase their participation in New York State contracting opportunities.

Contact the Office for General Services Division of Service-Disabled Veterans’ Business Development for more information on SDVOB requirements and certification.

Receiving Bids from NYSIF

Complete our Procurement Bidders form to be added to our bidder database. NYSIF notifies bidders by email when a NYSIF solicitation is released for public bidding.

NYSIF vendors can also find documents online, including:

  • Request for Proposals (RFPs)
  • Invitation for Bids (IFBs)
  • Requests for Quotes (RFQs)
  • Requests for Information (RFIs)
  • Amendments, questions and answers, and updates

Please contact NYSIF Procurements with any questions.

Electronic Payment Policy

NYSIF uses electronic funds transfer for payments to contractors and vendors, consistent with the NYS Taxpayer Accountability Office initiative to reduce payment processing costs. Read our EFT policy and complete our Vendor Authorization form. NYSIF Procurement forms are for NYSIF suppliers and vendors only.

Procurement Opportunities Currently in a Restricted Period

Below is a list of competitive procurements that are currently in the restricted period. Procurement lobbying laws in New York dictate that during the period between when a contract solicitation begins and the contract is executed (or the decision to not pursue an award is made), ONLY designated contacts may discuss the contract with you. This is called the restricted period.

How to contact us during the restricted period:
For procurements currently in a restricted period, you must email or mail all inquiries to:

Email: contracts@nysif.com (include the Procurement Name and Bid Number in your subject line)

Mail:
Please be advised, the use of the United States Postal Service (USPS) for delivery of a proposal is PROHIBITED, as the bid will not be properly delivered to the Procurement Unit. Acceptable Parcel Services would include but are not limited to United Parcel Service (UPS), FedEx, and DHL. Hand Deliveries and the use of other Courier services are acceptable

NYSIF - Procurement Unit
Bid # ___________
15 Computer Drive West
Albany, NY 12205

Current Procurement Opportunities

Proposals submitted in response to any of NYSIF’s procurement opportunities must comply with the instructions and procedures contained in the solicitation. Bidders are responsible for checking NYSIF’s website for any  amendments, addenda, and/or updates. 

Opportunity Due Date

2022-87-IT Tricentis Software Licenses RFQ
Attachment 1 - Appendix M, Form 102, Work Force Employment Utilization
Attachment 2 - Question Submission Form
 

12/22/2022
2pm (ET)  
2022-89-IT Open Text Live Cycle StreamServe Maintenance and Support RFQ
Attachment 1 - Appendix M, Form 102, Work Force Employment Utilization
Attachment 2 - Question Submission Form
12/15/2022
2pm (ET) 
 
2022-66-IT  Adobe Forms Conversion RFP
Attachment 1 - Appendix M, Form 102, Work Force Employment Utilization
Attachment 2 - Question Submission Form 
Amendment 1 – Q&A
Attachment 3 - CLM_COMP_PMTV2.xml
Attachment 4 - CLM-COMP-PMTV2.xdp
Attachment 5 - DB-W2CV1.xdp
Attachment 6 - S32-Int-ClmntV2.xdp
Attachment 7 - S32-Int-ClmntV2.xml
Attachment 8 - W2cSampleData.xml
10/27/2022
2pm (ET) 
2022-53-INV Investment Accounting Services and Software RFP
Attachment 1 - Appendix M, Form 102, Work Force Employment Utilization
Attachment 2 - Question Submission Form
Amendment 1 – Q&A
Amendment 1 – Supplemental Q&A Documentation
Amendment 2 – Due Date Change
10/24/2022
2pm (ET) 
Close of Business
2022-52-ADM Independent Audit and Accounting Services RFP
Attachment 1 - Appendix M, Form 102, Work Force Employment Utilization
Attachment 2 - Question Submission Form
Amendment 1 – Q&A
10/17/2022
2pm (ET)
2022-15-RE Real Estate Professional Services RFP
Appendix Z - Fee Schedule
Attachment 1 - Appendix M, Form 102, Work Force Employment Utilization
Attachment 2 - Question Submission Form
Attachment 3 - Non-Disclosure Agreement (NDA)
Attachment 4 - Mandatory Requirement Certifications
Attachment 5 - Map of Regions
Amendment 1 – Q&A and Bid Due Date Extension
09/14/2022
09/21/2022
2pm (ET)
2021-83-LEG  Outside Counsel Contract  Related Matters RFP
Attachment 1 - Appendix M, Form 102, Work Force Employment Utilization 
Attachment 2 - Question Submission Form
Appendix Z - Fee Schedule
Amendment 1- Calendar Change
Amendment 2 – Q&A
05/31/2022
06/10/2022 
2pm (ET)  
2021-82-LEG  Investment Compliance Risk Review RFP
Attachment 1 - Appendix M, Form 102, Work Force Employment Utilization
Attachment 2 - Question Submission Form
Appendix Z - Fee Schedule
Amendment 1- Calendar Change
Amendment 2 – Q&A
05/26/22
06/09/2022
2pm (ET) 

2022-12-INS  Clearinghouse Services RFP
Attachment 1 - Mandatory Requirements Certification
Attachment 2 - Appendix M, Form 102, Work Force Employment Utilization
Attachment 3 - Question Submission Form
Attachment 4 - Non-disclosure Agreement (NDA)
Amendment 1 – Q&A
Amendment 2- Clarification

05/25/22
2pm (ET)
2022-05-ADM Collection Services RFP
Attachment 1 - Appendix M, Form 102, Work Force Employment Utilization
Attachment 2 - Question Submission Form
Attachment 3 - Financial Institution
Attachment 4 - New York State Portion of Business
Attachment 5 - Insurance Premium Collection
Attachment 6 - Judgement Collection
Attachment 7 - Mandatory Requirements Certification
Attachment 8 - Non-disclosure Agreement (NDA) 
Amendment 1 – Q&A
05/09/2022
2pm (ET) 
2022-09-INV  Investment Advisor Services RFP
Attachment 1 – Mandatory Requirements Affirmation
Attachment 2 – Investment Advisor Questionnaire
Attachment 3 – NYSIF Appendices
Attachment 4 – Appendix Z Fee Schedule
Attachment A – Investment Policy Statement
Attachment B – Custodian Set-Up and Documentation
Attachment C – NDA
Appendix M, Form 102, Work Force Employment Utilization
Amendment 1 – Q&A
Amendment 2 – Evaluation Criteria Change
04/13/2022
2pm (ET)
2022-01-LEG  Insurance Defense Outside Counsel for Workers’ Compensation Board Hearings and Depositions Supplemental Services RFP 
Attachment 1 – Mandatory Requirements Affirmation
Attachment 2 – Appendix M, Form 102, Work Force Employment Utilization 
Attachment 3 – Questions Submission Form 
Attachment 4 - NDA
Amendment 1 – Q&A 
03/04/2022
2pm (ET)
2022-03-RE  Albany 8 Server Room HVAC Replacement IFB
Attachment 1 – Appendix M, Form 102, Work Force Employment Utilization
Attachment 2 – Question Submission Form
Attachment 3 – Appendix Z Fee Schedule Supplemental
Attachment 4 – Prevailing Wage Schedule
Attachment 5 – Specifications Drawings and Aerial View
Amendment 1 – Revised IFB Calendar/Second Site Visit
Amendment 2 – Q&A and Bid Due Date Extension
02/17/2022 
03/10/2022
03/14/2022
2pm (ET) 
 

2021-50-INV  Emerging Manager of Managers RFP
Attachment 1 – Mandatory Requirements Affirmation
Attachment 2 – Private Markets Questionnaire 
Attachment 3 – NYSIF Appendices
Attachment A – Investment Policy Statement
Attachment B – Custodian Set-Up and Documentation
Attachment C – NDA
Appendix M, Form 102, Work Force Employment Utilization
Appendix Z
Track Record
Amendment 1 – Q&A

01/14/2022
2pm (ET)
2021-57-INV  Private Markets Asset Manager Search RFP 
Attachment 1 - Mandatory Requirements Affirmation
Attachment 2 - Private Markets Questionnaire
Attachment 3 - NYSIF Appendices
Attachment A - NYSIF Investment Policy Statement (IPS)
Attachment B - Custodian Set-Up and Documentation
Attachment C - Non-Disclosure Agreement (NDA)
Appendix M, Form 102, Work Force Employment Utilization
Appendix Z 
Track Record
Amendment 1 – Leverage Clarification
Amendment 2 – Q&A, Additional Clarifications and Due Date Extension
12/03/2021
01/14/2022
2pm (ET) 

2021-01-INV Securitized Credit Manager Search
Attachment 1 - Mandatory Requirement Affirmation
Attachment 2 - Securitized Credit Questionnaire A
Attachment 3 - NYSIF Appendices
Appendix Z - Fee Schedule
Attachment A - NYSIF Investment Policy Statement (IPS)
Attachment B - Custodian Set-Up and Documentation
Attachment C - Non-Disclosure Agreement (NDA)
Appendix M, Form 102, Work Force Employment Utilization
Question Submission Form
Amendment 1 - Mandatory Requirement Modification
Amendment 2 - Q&A and Revised Appendix Z

3/8/2021
2 pm (ET)
Bid Results
2022-12-INS  Clearinghouse Services RFP - Award Results 
2022-66-IT  Adobe Forms Conversion RFP - Bids Received  
2022-53-INV Investment Accounting Services and Software RFP - Bids Received  
2021-82-LEG  Investment Compliance Risk Review RFP - Award Results 
2021-83-LEG Outside Counsel - Contract Related Matters RFP - Award Results
2021-50-INV Emerging Manager of Managers RFP - Award Results 
2022-52-ADM Independent Audit and Accounting Services RFP - Bids Received 
2022-15-RE Real Estate Professional Services RFP - Bids Received (revised) 
2021-01-INV Securitized Credit Manager Search - Award Results 
2022-05-ADM Collection Services RFP - Award Results
2022-01-LEG  Insurance Defense Outside Counsel for Workers’ Compensation Board Hearings and Depositions Supplemental Services RFP - Award Results 
2022-03-RE Albany 8 Server Room HVAC Replacement IFB - Award Results 
2022-09-INV Investment Advisor Services RFP - Bids Received
2021-57-INV Private Markets Asset Manager Search RFP - Bids Received  

Current NYSIF Contracts

Visit OpenBook NY to view current NYSIF contracts.

Potential upcoming procurements

 

Qualified Personal Service Contract (QPSC)

Pursuant to Budget Bulletin B-1187, QPSC contracts are available upon request. There are no procurements that fall under the order at this time.

Single source procurements

New York State law allows state agencies to procure goods and services without a formal competitive process in limited circumstances. New York State Finance Law Section 163(10)(b) requires state agencies to post summaries of single source procurement contracts within 30 days after contract award.

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