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Erie County Senior Managing Underwriter RFP 2026

Erie County
Due
Mar 24, 2026
Deadline passed
Posted
Mar 9, 2026
Primary contact
Timothy Callan
(716) 858-8853
Deadline passedClosed Mar 24

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THE 30-SECOND BRIEF

What they're buying

Erie County is seeking proposals from qualified underwriting firms to serve as book-running senior manager for the issuance of 2026 General Obligation and Sewer Bonds. The RFP outlines mandatory requirements, services, proposal content, submission process, and evaluation criteria.

What you must deliver

Technical Proposal, Fee Proposal

How it's scored

Best value approach, responsive and responsible Proposer, highest overall ranking based upon the total weighted score for all evaluation criteria

SUMMARY

Erie County is seeking proposals from qualified underwriting firms to serve as book-running senior manager for the issuance of 2026 General Obligation and Sewer Bonds. The RFP outlines mandatory requirements, services, proposal content, submission process, and evaluation criteria.

EVALUATION CRITERIA

Best value approach, responsive and responsible Proposer, highest overall ranking based upon the total weighted score for all evaluation criteria

REQUIRED DELIVERABLES

Technical Proposal, Fee Proposal

REQUIRED ATTACHMENTS

APPENDIX A: RESPONSE FORM – SECTION V (A) (3) (c), APPENDIX B: RESPONSE FORM – SECTION V (A) (3) (g)

Scope location
Erie County, New York

Questions about this RFP

How do I respond to this RFP from Erie County?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 24, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. For questions, contact Timothy Callan.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Erie County in NY, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Timothy Callan at (716) 858-8853. Questions and answers are typically shared with all prospective bidders.

What are the key deliverables?

The solicitation specifies the following deliverables: Technical Proposal, Fee Proposal. Proposals should clearly address how each deliverable will be met.

Can I search RFPs like this in ChatGPT or Claude?

Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.

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What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Best value approach, responsive and responsible Proposer, highest overall ranking based upon the total weighted score for all evaluation criteria" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Erie County?

All active and historical solicitations from Erie County are tracked and searchable. As a county agency, Erie County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: APPENDIX A: RESPONSE FORM – SECTION V (A) (3) (c), APPENDIX B: RESPONSE FORM – SECTION V (A) (3) (g). Review the full document from Erie County for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Erie County, New York. Review the full solicitation for detailed scope requirements.

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