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A government agency in New York issued “Financial Advisory Services” (RFP). Solicitation ACCT-1042 closed on June 12, 2026. Eligibility: Only for USA Organization. Submissions via Online Portal.
The Vendor is required to provide financial advisory services: one to serve as the primary consultant (the highest composite scorer) and the other as secondary consultant (the next highest composite scorer).
- Requirement:
• Analyze the state’s existing portfolio of state-supported debt to evaluate refunding opportunities.
• This includes the development of strategic approaches to issue such refundings, in the context of the state’s new money issuance needs.
• Monitor market conditions for potential issues or adverse changes which could affect the state’s debt portfolio and annual debt service budget.
• Review and evaluate various financing proposals, including those prepared by underwriters and other members of the financial community.
• Recommendations and advice as needed.
• Evaluate the existing state-related debt portfolio, including the risk and value of variable rate and swap instruments.
• Advice as needed.
• Determine the most advantageous use of state monies to defease existing debt; including the structuring of escrows, while achieving state financial plan objectives.
• Prepare information and analytical documents, as requested, on various public finance topics, policies, and legislation.
• Financial and policy advice on joint projects that involve the division and other state agencies or public authorities.
• Assist in analyzing debt practices, debt service profiles, and debt capacity at other state public authorities, including the modeling of revenues and expenses.
• Analyze the division’s debt policies and provide suggestions to improve the state's debt practices as necessary.
• Comparable information from other large states.
• Participate in discussions with the state on emerging issues, and assist the state in developing strategic responses
• Analyze primary and secondary market pricing and trends for state bonds and other municipal bond issues
• Prepare analyses to periodically evaluate the performance and selection of underwriters for state bond transactions.
• Other related services as requested.
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Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (ACCT-1042) closed on June 12, 2026. See similar open RFPs below.
A government agency in New York. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Submissions are accepted via Online Portal. Follow the instructions in the solicitation documents.
Contract term: 5 years.
Questions and inquiries must be submitted by May 26, 2026.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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