NY State Division of the Budget Financial Advisory Services RFP 2026
New York State Division of the Budget | State of New YorkState · Albany, NY- Due
- Jun 12, 2026
- Deadline passed
- Posted
- May 19, 2026
- Primary contact
- Michelle Heaslip
Hear what New York State Division of the Budget | State of New York plans next before it's posted.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The New York State Division of the Budget (Division) is requesting proposals from experienced independent financial advisory firms to serve as Primary and Secondary Consultants.
The selected firms will assist the State in managing its debt portfolio, providing technical assistance, guidance, and advice on financing programs, and performing other public finance assignments as requested. The procurement is subject to the Procurement Lobbying Law restricted period. Proposals are due by June 12, 2026, at 12:00 PM ET. The anticipated contract start date is September 1, 2026. Inquiries were due by May 26, 2026, and should be directed to [email protected].
REQUIRED ATTACHMENTS
4- Solicitation Letter
- Appendix C Forms 1 through 14
- Callable and Debt Services by Series
- List of Certified M/WBE and SDVOB Firms Stating Interest
REQUIRED STAFFING
Primary Consultants, Secondary Consultants
- Scope location
- State of New York
- Reported agency
- New York State Division of the Budget
Questions about this RFP
How do I respond to this RFP from New York State Division of the Budget | State of New York?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 12, 2026. Be sure to include all required attachments as outlined in the solicitation. For questions, contact Michelle Heaslip.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including New York State Division of the Budget | 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 Michelle Heaslip. 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: Primary Consultants, Secondary Consultants. Proposers should demonstrate relevant qualifications and experience for each required role.
Show 3 more questions
Where can I find more RFPs from New York State Division of the Budget | State of New York?
All active and historical solicitations from New York State Division of the Budget | State of New York are tracked and searchable. As a state agency, New York State Division of the Budget | 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 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: Solicitation Letter, Appendix C Forms 1 through 14, Callable and Debt Services by Series, List of Certified M/WBE and SDVOB Firms Stating Interest. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from New York State Division of the Budget | 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: State of New York. Review the full solicitation for detailed scope requirements.
