New York State Homes and Community Renewal - Underwriter Services - HCR-RFQ-260827US (2026)
New York State Homes and Community Renewal | State of New YorkState · Albany, NY- Due
- Sep 30, 2026
- Deadline passed
- Posted
- Aug 27, 2026
- Contract term
- 3 years
- Primary contact
- Kathryn Mazzeo
- (555) 123-4567
The 30-second brief
The New York State Housing Finance Agency, State of New York Mortgage Agency, State of New York Municipal Bond Bank Agency, and Tobacco Settlement Financing Corporation are issuing this Request for Qualifications (RFQ) to establish prequalified panels (PQLs) of Senior Managing Underwriters and Co-Managing Underwriters, as well as a list of Selling Group Members, in connection with the sale and issuance of the Agencies' bonds. The scope of services includes bond underwriting, structuring and pricing, marketing, refunding opportunities, investor outreach, post-closing analysis, and secondary market support for programs such as HFA's Affordable Housing Revenue Bond program and SONYMA's Single Family program. Proposals are due by September 30, 2026, at 4:00 PM EST. The contract term is for 3 years with two optional one-year renewals. Requirements include SEC, FINRA, and/or MSRB registration, a physical office in New York State, 30% MWBE participation goals, 6% SDVOB participation goals, and comprehensive insurance coverage.
Technical Proposal (90 points), MWBE / Diversity Proposal (10 points)
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Summary
The New York State Housing Finance Agency, State of New York Mortgage Agency, State of New York Municipal Bond Bank Agency, and Tobacco Settlement Financing Corporation are issuing this Request for Qualifications (RFQ) to establish prequalified panels (PQLs) of Senior Managing Underwriters and Co-Managing Underwriters, as well as a list of Selling Group Members, in connection with the sale and issuance of the Agencies' bonds.
The scope of services includes bond underwriting, structuring and pricing, marketing, refunding opportunities, investor outreach, post-closing analysis, and secondary market support for programs such as HFA's Affordable Housing Revenue Bond program and SONYMA's Single Family program. Proposals are due by September 30, 2026, at 4:00 PM EST. The contract term is for 3 years with two optional one-year renewals. Requirements include SEC, FINRA, and/or MSRB registration, a physical office in New York State, 30% MWBE participation goals, 6% SDVOB participation goals, and comprehensive insurance coverage.
EVALUATION CRITERIA
Technical Proposal (90 points), MWBE / Diversity Proposal (10 points)
REQUIRED ATTACHMENTS
Proposal Coversheet - Attachment I, Proposal Cover Letter, Proposal Certification - Attachment II, Responses to TAB 2A - Attachment III, Responses to TAB 2B - Attachment IV, Vendor Information Form, Lobbying Reform Law Form 1, Lobbying Reform Law Form 2, Non-Collusive Bidding Certification Form, Vendor Responsibility Questionnaire for For-Profit Business Entity OR Vendor Responsibility Questionnaire for Not-For-Profit Business Entity, Vendor Assurance of No Conflict of Interest and Detrimental Effect, Executive Order #16 – Prohibiting Contracting with Businesses Conducting Business in Russia, Insurance Requirements, Proposer’s most recent two years of audited financial statements or federal tax returns, EEO Staffing Plan (PROC-1), MWBE & EEO Policy Statement (PROC-4), Company Demographic Profile (PROC-7), EEOC Statement (PROC-8), Diversity Practices Questionnaire (PROC-9), Proposal Checklist - Attachment V
- Submit to
- [email protected]
- Duration
- 60 months
- 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 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 September 30, 2026. 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 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 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 at (555) 123-4567. Questions and answers are typically shared with all prospective bidders.
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: "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 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 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: Proposal Coversheet - Attachment I, Proposal Cover Letter, Proposal Certification - Attachment II, Responses to TAB 2A - Attachment III, Responses to TAB 2B - Attachment IV, Vendor Information Form, L. 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, NY. Review the full solicitation for detailed scope requirements.