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Basic Information

Reference Number

0000366785

Issuing Organization

Pennsylvania Housing Finance Agency

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

2024-10-FIN-02

Title

Investment Management Software and Implementation Services

Source ID

PU.AG.USA.2437022.C14080501

Details

Location

United States, Pennsylvania, Dauphin County

Purchase Type

Duration: 5 years

Piggyback Contract

Yes

Description

PHFA is issuing this Request for Proposal to find a qualified supplier to provide an investment and debt management software solution and implementation/support services. The software must integrate with Workday Financials. Suppliers that submit for implementation/configuration tasks must be the software solution provider and/or a certified partner.

It is important that the scope of these services be provided in alignment with the Agency Workday Financial implementation currently scheduled to be implemented by March 2025.

Dates

Publication

10/25/2024 11:08 AM EDT

Bid Intent

Optional

Bid Intent Deadline

11/18/2024 05:00 PM EST

Question Acceptance Deadline

11/13/2024 02:00 PM EST

Questions are submitted online

Yes

Closing Date

11/22/2024 02:00 PM EST

Contact Information

Kim Burky

(717) 780-3802

kburky@phfa.org

Required Acknowledgement

Contractor Integrity

Through this acknowledgement, I certify the following:

Neither the prime Supplier submitting this proposal, nor its Subcontractors are under Suspension or Debarment by the Commonwealth of PA, the federal government, or any governmental entity, instrumentality, or authority.
The prime Supplier has no Tax Liabilities or other Commonwealth Obligations; has filed a timely administrative or judicial appeal if such liabilities or Obligations exist; or is subject to a duly approved deferred payment plan if such liabilities exist.

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Envelope 1 - Technical Proposal

Pricing

No pricing in this envelope

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Appendix A	Technical Proposal	Yes	No
Appendix C	Terms and Conditions Acknowledgement	Yes	No
No entries

Additional Bidding Instructions

Cost/Pricing information must NOT be included in the Technical Proposal

Envelope 2 - Pricing

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Appendix B	Cost Proposal	Yes	No
No entries