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New York State Homes and Community Renewal RFP Legal Services 2026

New York State Homes and Community Renewal | State of New York logoNew York State Homes and Community Renewal | State of New York
Due
Mar 20, 2026
Deadline passed
Posted
Feb 5, 2026
Contract term
5 years
Primary contact
Kathryn Mazzeo

The 30-second brief

What they're buying

Request for Proposals (RFP) for legal services related to municipal finance transactions, including Bond Counsel and Disclosure Counsel services. The RFP outlines the scope of work, proposal requirements, evaluation criteria, and submission guidelines. It also includes information for interested subcontractors, particularly MWBE and SDVOB firms.

What you must deliver

Bond Counsel services, Disclosure Counsel services, Official statements, Disclosure opinions, Continuing disclosure filings, Training sessions.

How it's scored

Demonstrated experience and ability, competence and expertise, cost effectiveness, presence of an office in NYS, diversity and commitment to EEO/MWBE/SDVOB, avoidance of conflicts of interest, financial stability, completeness of proposal, interviews.

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Summary

Request for Proposals (RFP) for legal services related to municipal finance transactions, including Bond Counsel and Disclosure Counsel services.

The RFP outlines the scope of work, proposal requirements, evaluation criteria, and submission guidelines. It also includes information for interested subcontractors, particularly MWBE and SDVOB firms.

EVALUATION CRITERIA

9
  • Demonstrated experience and ability
  • Competence and expertise
  • Cost effectiveness
  • Presence of an office in NYS
  • Diversity and commitment to EEO/MWBE/SDVOB
  • Avoidance of conflicts of interest
  • Financial stability
  • Completeness of proposal
  • Interviews

REQUIRED DELIVERABLES

6
  • Bond Counsel services
  • Disclosure Counsel services
  • Official statements
  • Disclosure opinions
  • Continuing disclosure filings
  • Training sessions

REQUIRED ATTACHMENTS

10
  • Attachment A (Coversheet and Proposal Submission Certification)
  • Attachment B (Insurance Requirements)
  • Appendix I (Standard Clauses for Contracts)
  • Appendix II (MWBE Participation Requirements and Procedures for Contracts)
  • EEO Staffing Plan
  • Utilization Plan
  • MWBE & EEO Policy Statement
  • Company Demographic Profile
  • EEOC Statement
  • Diversity Practices Questionnaire

REQUIRED STAFFING

4
PrincipalsKey staffPrimary staff person(s)Subcontractor's primary staff person
Scope location
New York
Reported agency
New York State Homes and Community Renewal

Questions about this RFP

How do I respond to this RFP from New York State Homes and Community Renewal | State of New York?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 20, 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 RFP?

Most government agencies, including New York State Homes and Community Renewal | State of New York 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 Kathryn Mazzeo. Questions and answers are typically shared with all prospective bidders.

What staffing is required for this project?

This solicitation outlines specific staffing requirements. The required roles include: Principals, key staff, primary staff person(s), subcontractor's primary staff person.. Proposers should demonstrate relevant qualifications and experience for each required role.

What are the key deliverables?

The solicitation specifies the following deliverables: Bond Counsel services, Disclosure Counsel services, Official statements, Disclosure opinions, Continuing disclosure filings, Training sessions.. Proposals should clearly address how each deliverable will be met.

Show 5 more questions

What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Demonstrated experience and ability, competence and expertise, cost effectiveness, presence of an office in NYS, diversity and commitment to EEO/MWBE/SDVOB, avoidance of conflicts of interest, financi..." Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from New York State Homes and Community Renewal | State of New York?

All active and historical solicitations from New York State Homes and Community Renewal | State of New York are tracked and searchable. As a state agency, New York State Homes and Community Renewal | State of New York 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 5 years. Contract terms may include renewal options.

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: Attachment A (Coversheet and Proposal Submission Certification), Attachment B (Insurance Requirements), Appendix I (Standard Clauses for Contracts), Appendix II (MWBE Participation Requirements and Pr. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from New York State Homes and Community Renewal | State of New York 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. Review the full solicitation for detailed scope requirements.

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