New York State HCR Underwriter Services RFQ HCR-RFQ-260827US 2026
NYS Housing Finance AgencyLocal Housing Authority · New York, NY- Due
- Sep 28, 2026
- Deadline passed
- Posted
- Aug 27, 2026
- Contract term
- 3 years
- Primary contact
- Kathryn Mazzeo
The 30-second brief
New York State Homes and Community Renewal (HCR) is issuing this Request for Qualifications (RFQ) to establish Prequalified Panels (PQLs) of Senior Managing Underwriters (Tier 1), Co-Managing Underwriters (Tier 2), and a list of Selling Group Members (Tier 3). The services are required for the sale and issuance of bonds for the New York State Housing Finance Agency (HFA), State of New York Mortgage Agency (SONYMA), Municipal Bond Bank Agency (MBBA), and Tobacco Settlement Financing Corporation (TSFC). Scope includes structuring and pricing bonds, marketing, investor outreach, and secondary market support. The engagement is for a three-year period with two optional one-year renewals. Proposals must be submitted via email to [email protected] by September 28, 2026. Requirements include registration with SEC/FINRA/MSRB and a physical office in New York State. Diversity goals are set at 30% for MWBE and 6% for SDVOB participation.
Proposal Coversheet, Cover Letter, Proposal Certification, Technical Proposal, Administrative Proposal, Diversity and SDVOB Proposal
Technical Proposal (90 points), MWBE/Diversity Proposal (10 points)
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Summary
New York State Homes and Community Renewal (HCR) is issuing this Request for Qualifications (RFQ) to establish Prequalified Panels (PQLs) of Senior Managing Underwriters (Tier 1), Co-Managing Underwriters (Tier 2), and a list of Selling Group Members (Tier 3).
The services are required for the sale and issuance of bonds for the New York State Housing Finance Agency (HFA), State of New York Mortgage Agency (SONYMA), Municipal Bond Bank Agency (MBBA), and Tobacco Settlement Financing Corporation (TSFC). Scope includes structuring and pricing bonds, marketing, investor outreach, and secondary market support. The engagement is for a three-year period with two optional one-year renewals. Proposals must be submitted via email to [email protected] by September 28, 2026. Requirements include registration with SEC/FINRA/MSRB and a physical office in New York State. Diversity goals are set at 30% for MWBE and 6% for SDVOB participation.
EVALUATION CRITERIA
Technical Proposal (90 points), MWBE/Diversity Proposal (10 points)
REQUIRED DELIVERABLES
6- Proposal Coversheet
- Cover Letter
- Proposal Certification
- Technical Proposal
- Administrative Proposal
- Diversity and SDVOB Proposal
REQUIRED ATTACHMENTS
9- Attachment I
- Attachment II
- Attachment III
- Attachment IV
- Attachment V
- Attachment VI
- Exhibit A
- Appendix I
- Appendix II
- Submit to
- [email protected]
- Scope location
- New York, NY
- Reported agency
- New York State Homes and Community Renewal
Questions about this RFQ
How do I respond to this RFQ from NYS Housing Finance Agency?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 28, 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. Submissions should be delivered to: [email protected]. For questions, contact Kathryn Mazzeo.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including NYS Housing Finance Agency 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 RFQ 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 Kathryn Mazzeo. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Proposal Coversheet, Cover Letter, Proposal Certification, Technical Proposal, Administrative Proposal, Diversity and SDVOB Proposal. Proposals should clearly address how each deliverable will be met.
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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: "Technical Proposal (90 points), MWBE/Diversity Proposal (10 points)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from NYS Housing Finance Agency?
All active and historical solicitations from NYS Housing Finance Agency are tracked and searchable. As a local housing authority agency, NYS Housing Finance Agency regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
What documents are required to bid on this RFQ?
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: Attachment I, Attachment II, Attachment III, Attachment IV, Attachment V, Attachment VI, Exhibit A, Appendix I, Appendix II. Review the full document from NYS Housing Finance Agency for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: New York, NY. Review the full solicitation for detailed scope requirements.