RFP 19-48: Private Equity/Private Debt Consulting Services
NYSTRS is seeking bids from qualified professionals for non-discretionary private equity and private debt consulting services, in accordance with specifications indicated in the attached Request for Proposal (RFP). Bidder must be a Registered Investment Advisor under the Investment Advisers Act of 1940, as amended. NYSTRS intends to make a single award. The initial contract term will be for one (1) year, with options to renew for up to four (4) successive one-year terms. Interested parties should download the RFP for more information.
For convenience, the following exhibits are provided in Microsoft Word®:
Exhibit 1 – Response Template
Exhibit 2 – Vendor Responsibility Questionnaire
Exhibit 3 – Technology Questionnaire
Exhibit 4 – Conflict of Interest Disclosure
Exhibit 5 – Cost Proposal
4/15/19: Amendment 1 (Correction)
Revised Exhibit 1 - Response Template (Adobe PDF)
Revised Exhibit 1 - Response Template (Microsoft Word)
RFP 19-50: Printing and Mailing of Annual Benefit Profiles
NYSTRS is seeking bids from qualified and experienced firms (“Bidders”) to print, and mail personalized annual benefit profile statements (“Profiles”) to its active and vested members. The Profile is one of many important tools for NYSTRS’ members when it comes to retirement planning and making well-informed decisions on the way to retirement. Each Profile contains our members’ service and contribution accruals, benefit calculations and projections, address and beneficiary information, and explanatory text.
NYSTRS intends to make a single award to the responsive and responsible Bidder, as determined by the evaluation process (the “Contractor”). The contract will cover the Profiles for 2019, 2020, and 2021, with the option to renew for 2022 and 2023 Profiles, upon mutual consent of the parties. The Contractor will be required to enter into a contract with NYSTRS, similar in form and substance to the sample contract provided with the RFP (Appendix C-1); Contractor’s staff assigned to the project will be required to execute the Confidentiality and Non-disclosure Supplemental Agreement (Appendix C-2).
NYSTRS expects the Contractor to mail the Profiles at the lowest possible presorted, commercial, first class mail automation rates available, when and where applicable, and applicable trucking discounts, where applicable.
Interested parties should download the RFP for more information.
4/12/19: Amendment 1 (Q&A)
RFP 19-51: General Investment Consulting/Advisory Services
NYSTRS is seeking the services of qualified professionals in accordance with specifications indicated in this Request for Proposal (RFP) to provide non-discretionary general investment consulting/advisory services, acting as fiduciary and providing objective, creative and conflict-free advice, including on-site consultation and assistance, in the areas of asset allocation, manager research, governance, and education. Interested parties should download the RFP for more information.