New York State Insurance Fund - Financial Inclusion Banking Services for NYSIF Claimants - RFI # 2026-137-INS (2026)
NY-State-New York State Insurance Fund (NYSIF), Albany, NY·State
Track NY-State-New York State Insurance Fund (NYSIF) solicitations
Get alerted when NY-State-New York State Insurance Fund (NYSIF) posts a new RFP, and see the pre-RFP signals months before it publishes.
- Reported Agency
- New York State Insurance Fund
- Primary Contact
- Alex Romano
- Scope Location
- New York, NY
- Submission Address
- [email protected]
SUMMARY
The New York State Insurance Fund (NYSIF) is gathering information from qualified financial institutions and community financial service providers regarding low-cost banking and financial access solutions for unbanked and underbanked NYSIF claimants and beneficiaries. NYSIF seeks information on Bank On certified checking accounts, account opening processes, customer identification and verification requirements (including ITINs and alternative documents), physical access and cash access, data sharing and reporting, co-branded outreach, customer service, and financial education. Responses to RFI # 2026-137-INS are due by October 21, 2026, at 2:00 PM EST via email to [email protected]. This RFI is for data gathering purposes only and will not result in a direct contract award.
REQUIRED DELIVERABLES
New York State Presence details, Banking Products and Services information, Account Opening process, Customer Identification Requirements, Physical Access details, Data Sharing and Reporting capabilities, Collaborations and Cobranding initiatives, Customer Service and Communication protocols, Incentives and Financial Education resources
You're reading this because they made it public. Your competitor read the board minutes that named this project 6–18 months ago. We read those same minutes. Next time, read them first.
Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFI from NY-State-New York State Insurance Fund (NYSIF)?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 21, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: [email protected]. For questions, contact Alex Romano.
Where can I find more RFPs from NY-State-New York State Insurance Fund (NYSIF)?
All active and historical solicitations from NY-State-New York State Insurance Fund (NYSIF) are tracked and searchable. As a state agency, NY-State-New York State Insurance Fund (NYSIF) regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
Is this solicitation still open for submissions?
Based on the posted deadline of October 21, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFI?
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. Review the full document from NY-State-New York State Insurance Fund (NYSIF) for the complete list.
Can small businesses or minority-owned firms bid on this RFI?
Most government agencies, including NY-State-New York State Insurance Fund (NYSIF) 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 RFI 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 Alex Romano. Questions and answers are typically shared with all prospective bidders.
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.
What are the key deliverables?
The solicitation specifies the following deliverables: New York State Presence details, Banking Products and Services information, Account Opening process, Customer Identification Requirements, Physical Access details, Data Sharing and Reporting capabilities, Collaborations and Cobranding initiatives, Customer Service and Communication protocols, Incent. Proposals should clearly address how each deliverable will be met.
Bring us your territory.
We'll show you what is forming.
B2G and SLED sales intelligence. Surface government procurement signals from 100,000+ state, local, and education agencies months before the RFP.