Investment Advisor

Investment Advisor











Project Description:

CUNY is seeking an investment advisor/firm to provide advice in the selection and monitoring of investment options and monitor fund performance in the best interest of Retirement Plan participants and their beneficiaries.


The Procurement Lobbying Act (PLA) Applies to this Solicitation.

The restricted period began with the publication of this ad.

Compliance Procurement Lobbying Act


Required Forms:Vendor shall complete, sign and submit the following forms if

they are selected.

“Offerer’s Affirmation of Understanding of and Agreement pursuant to State Finance Law § 139-j (3) and § 139-j (6) (b)”
“Offerer’s Disclosure of Prior Non-Responsibility Determinations and Certification of Compliance with State Finance Law §139-j and §139-k”

Under the requirements of the State Procurement Lobbying Act all communications regarding advertised projects are to be channeled through the Office of University Controller (*Designated Contacts).  Until a designation is made, communication with any other CUNY employees concerning this project that is determined to be an attempt to influence the procurement may result in disqualification.

Contact with CUNY:

Under the requirements of the PLA, all communications regarding advertised projects are to be channeled through the Designated Contact. Communication with respect to this procurement initiated by or on behalf of an interested vendor through others than the Designated Contact may constitute an “impermissible contact” under NYS law and could result in disqualification of that vendor.

Rules and regulations and more information on this law, please visit:

http://www.ogs.ny.gov/aboutogs/regulations/advisoryCouncil/Faq.htm (Advisory Council FAQs)

http://www.jcope.ny.gov/law/lob/lobbying2.html(New York State Lobbying Act)




Date of Issue:

02/07/2022



Due Date/Time:

04/06/2022 @ 1:00 pm



Designated Contact:


City University of New York (CUNY)
University Central Office
University Contracting Office
Caron Christian
University Procurement Director
230 West 41st St.
5th Floor
New York, NY 10036
United States
Ph: 646-664-3062

caron.christian@cuny.edu






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