Request for Proposals – Bond Sale Financial Advisory Services
skip breadcrumbsDescription:
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:
Date | Event |
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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:
Contracts Officer: | Michelle Heaslip |
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Contract Administrator: | Roxanne West |
Additional Contact: | Barbara Farley |