DEBT-0482 - USA (Albany, New York) - Debt Management and Investments Services - Deadline October 10,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: DEBT-0482

Government Authority located in Albany, New York; USA based organization looking for expert vendor for debt management and investments services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide debt management and investments services include system that can manage a minimum of cumulative financing portfolio of 1,500 bond issues containing 2,000 bond series and 2,000 debt service schedules with outstanding balances, an investment portfolio of a minimum of 7,000 accounts and a TELP portfolio of 700 records to the government authority located in Albany, NY.
- Team collaboration functionality with the ability to track milestone dates from the initial contact with the borrower through bond issuance, and further functionality following the bond issuance for bond administration and meeting compliance requirements (e.g. IRS reporting, bond covenant tracking), configurable workflows with user-defined business rules, processes and securities, it should allow for an unlimited number of steps, approvals, notifications and concurrent reviews on any single workflow, centralization and organization of document management to allow all users to
quickly access debt and investment documents associated with a particular bond issuance and/or client, enhancement of mobility and reporting capabilities.
- Software vendors who offer debt management, investments, risk management and compliance (for example, authorization limits, collateral monitoring, calculation of market values, alerts when certain criteria are met.), cash management, and accounting modules with agile reporting capability in a secure platform that will include software implementation services, ongoing training and technical support.
(2) An informational meeting will be held on June 27, 2019.
(3) All question must be submitted no later than July 12, 2019.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location

Expiry Date : Thursday, 10 October, 2019

Pre-proposal Conference Date : Thursday, 27 June, 2019

Question Answer Deadline : Friday, 12 July, 2019

Category : Debt Collection Services, Software, System and Application

Country : USA

State : New York

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