Request for Proposals – Bond Sale Financial Advisory Services

Description:

The New York State Division of the Budget (Division) is soliciting proposals from firms experienced in providing financial advisory services/expertise on large complex municipal bond offerings. The Division is seeking to engage two firms as Primary and Secondary Consultants to provide technical assistance, guidance and advice on the issuances by State public authorities of State-related bonds.

Under the Procurement Lobbying Law, a restricted period is currently in effect for this Procurement and it will remain in effect until State Comptroller approval of the resulting contracts. Potential Bidders are prohibited from contact related to this procurement with any New York State employee or any representative of a New York State board or commission, other than the designated contacts identified below. All inquiries regarding this Procurement should be made, in writing, to: Contracts@budget.ny.gov.

The schedule for this procurement is as follows:

Project Definition Timeline
Date	Event
November 6, 2023	Issuance of Request for Proposals
November 20, 2023 by 12:00 PM ET	Firm Inquiries Due
On or about November 22, 2023	Division’s Response to Firm Inquiries
December 8, 2023 by 12:00 PM ET	Proposal Submission Deadline
On or about January 22, 2024	Finalist Interviews
April 1, 2024	Anticipated Contract Start Date

For more information on this proposal, follow the links below:

Solicitation Letter (PDF)
Request for Proposals (PDF) – Published November 6, 2023
Appendix C and Forms 1 through 13 (Word)
Division’s Response to Firm Inquiries – No Inquiries Were Received
List of Certified M/WBE and SDVOB Firms Stating Interest in the RFP (PDF) – Updated Continually

All questions regarding this RFP should be directed via e-mail to: Contracts@budget.ny.gov

Designated Contacts for this Procurement:

Designated Contacts
Contracts Officer:	Michelle Heaslip
Contract Administrator:	Roxanne West
Additional Contact:	Barbara Farley

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