HTFC Mini-Bid Solicitation - Utility Analysis Services

Agency:	State Government of New York
State:	New York
Type of Government:	State & Local
NAICS Category:	541330 - Engineering Services 541611 - Administrative Management and General Management Consulting Services 541690 - Other Scientific and Technical Consulting Services
Posted Date:	Jan 29, 2026
Due Date:	Feb 23, 2026
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Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

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KATHY HOCHUL

Governor

RUTHANNE VISNAUSKAS

Commissioner/CEO

HOUSING TRUST FUND CORPORATION

Title: Utility Analysis Services

Agency: Housing Trust Fund Corporation

Division: Procurement Contracts

Contract Number: HCR-PBCs-260129

Date of Issue: January 29, 2026

Due Date/Time: February 23, 2026 12:00PM, Eastern Standard Time

Opportunity Type: Mini-Bid (“Solicitation”) to firms on the Agency’s prequalified list of Energy

Audit Services firms

IMPORTANT NOTICE: A Restricted Period under the Lobbying Procurement Law is currently in

effect for this procurement process and will remain in effect until approval of the Contract(s). Proposers

are prohibited from Contacts related to this procurement process with any employee of the Housing

Trust Fund Corporation (“HTFC” or Agency(ies) or Affiliates1), other than the Designated Contact

Officer listed below.

Lobbying Law Designated Contact Officer:

Kathryn Mazzeo, Associate Counsel

New York State Homes and Community Renewal

Housing Trust Fund Corporation

38-40 Broadway, Hampton Plaza, 5th Floor, Albany, NY 12207

Email: Kathryn.Mazzeo@hcr.ny.gov

If you have inquiries regarding this Solicitation or would like to contact the Agency(ies) regarding issues

not relating to Lobbying Procurement Law Contacts, please forward inquiries via electronic email to

contractunitinfo@hcr.ny.gov.

1Affiliates shall mean the other agencies comprising New York State Homes and Community Renewal being the New

York State Housing Finance Agency, State of New York Mortgage Agency, New York State Affordable Housing

Corporation, State of New York Municipal Bond Bank Agency, and Tobacco Settlement Financing Corporation.

641 Lexington Ave, New York, NY 10022 │ 212-688-4000 │www.hcr.ny.gov

Further information regarding the Lobbying Procurement Law policies of the Agency(ies) is available

in the Agencies’ Standard Clauses and Requirements for Solicitations, hyperlinked herein as Exhibit

Introduction

New York State Homes and Community Renewal (“HCR”) consists of all the major housing and

community renewal agencies of the State of New York (“State” or “NYS:), including the

Housing Trust Fund Corporation (“HTFC” or “Agency”). HCR includes other agencies (i.e.,

Affiliates) not directly involved in this Mini-Bid Solicitation (“Solicitation”) process.

II.

Purpose

The Housing Trust Fund Corporation is issuing this Solicitation seeking proposals from vendors

on its prequalified list (“PQL”) of Energy Audit Services firms (“Firms” or “Proposers”) for the

provision of Utility Analysis Services in both the Upstate and Downstate Regions of the State.

This PQL was established by way of a 2023 request for proposal process for Sustainability and

Environmental Technical Assistance Services (“2023 RFP Process”).

Responses to this Solicitation are limited to all firms currently on the Agency’s PQL for Energy

Audit Services resulting from the 2023 RFP Process. Please note that the Scope of Work for this

Solicitation will be performed remotely. Therefore, all firms on this Agency’s PQL are eligible

to provide a proposal response.

III.

Background

Historically, the Agency has benchmarked the utility usage of portions of its multifamily housing

portfolio by using HUD Utility Schedule Model (“HUSM”) and Basis of Design (“BoD”)

methodologies to assess the Agency’s Utility Program. The Utility requirement has grown

significantly in that time and currently approximately 1,100 projects (4,500 buildings) are

required to benchmark their energy usage with the Agency each year (see 2025 Covered Building

List on our website).

Data collected is reviewed for basic completeness (whole building, aggregated) and outliers

(particularly low- or high-usage), furthering updates to the annual maintenance plan and process

from HCR’s portfolio of high-performance, all-electric buildings.

The Agency anticipates the number of properties required to benchmark to grow by 30-50

properties each year. Further information on the current Utility Analysis Program and the 2025

Covered Building List can be found on our website: www.hcr.ny.gov/Utility .

641 Lexington Ave, New York, NY 10022 │ 212-688-4000 │www.hcr.ny.gov

IV.

MWBE and SDVOB Participation Goals

For purposes of this Solicitation, the Agency hereby establishes an overall goal of 30% of total

contract expenditures for minority and/or women owned business enterprise (“MWBE”)

participation, 15% for minority-owned business enterprises (“MBEs”) and 15% for women-

owned business enterprises (“WBEs”). In addition, the Agency hereby establishes a goal of 6%

of total contract expenditures for Service-Disabled Veteran Owned Business (“SDVOB”)

participation.

Calendar of Events and Milestones

Event

Issuance of Solicitation

Deadline for Questions

Deadline for Responses to Questions

Deadline for Submission of Proposals

Interview (if necessary)

Anticipated Selection Date*

Date

January 29, 2026

February 09, 2026, 12PM, Eastern

Standard Time (“EST”)

February 13 , 2026

February 23, 2026, 2PM, EST

To Be Determined

April 2026

VI.

Scope of Services (“Scope of Work”)

The Agency is seeking to analyze Utility that will help the Agency administer the Utility

Program, streamline data collection, improve data quality, and increase program compliance.

1. The successful Proposer(s) (“Contractor(s)”) will provide HTFC with the services indicated

below.

a. Develop methodology using HUSM as the basis for development.

b. Develop BoD for typical building typologies across the State.

c. Develop modeling protocols for each BoD in each climate zone:

I. Dynamic load profiles for high-performance standards like Passive House;

and

II. Digital twin for actual building(s) within the Agency’s portfolio.

d. Gather and analyze utility rates across the State.

641 Lexington Ave, New York, NY 10022 │ 212-688-4000 │www.hcr.ny.gov

e. Analyze benchmarking data from all-electric, high-performance buildings in HCR’s

portfolio (and/or other portfolios with accessible data with HCR’s approval).

f. Develop and document methodology for annual updates to the Utility Analysis

table(s). A sample table is hyperlinked. hpd-utility-allowance-table.pdf

g. Conduct at least two stakeholder engagements and review sessions and incorporate

feedback into the final deliverables.

h. Conduct internal HCR staff and external market training on how to properly use and

apply the new tables.

i. Conduct annual updates to the Utility Analysis table(s) for the period of the contract.

2. The successful Proposer(s) will provide HTFC with the Plans, Deliverables and Reporting

indicated below.

a. Delivery Plan.

b. Evaluation Plan.

c. Reporting.

3. The successful Proposer(s) (“Contractor(s)”) will deliver the items described in this

Solicitation. An outline of the minimum deliverables is provided below.

a. Deliverable 1:

Review HUSM methodology, tool, HCR existing Utility

Analysis and Operations and Maintenance (O&M)

structure and create a work plan based on the deliverables

b. Deliverable 2:

requested below (timeline with major deliverables

outlined).

Reporting format (shared drive for document

c. Deliverable 3:

collaboration/sharing, reporting cadence, regular

meeting cadence).

Deliver a final BoD methodology.

d. Deliverable 4:

Energy modeling and utility data analysis methodology.

e. Deliverable 5:

Stakeholder engagement work plan including a plan to

facilitate meetings, agenda, and proposed invitees.

f. Deliverable 6:

Draft(s) utility allowance table(s).

g. Deliverable 7:

Draft(s) Operations and Maintenance (O&M) standards

for

underwriters for high-performance, all-electric buildings.

i. Deliverable 8:

Training plan for internal Agency staff and external

stakeholders as defined by the HCR team.

j. Deliverable 9:

Updated draft utility allowance table(s) based on staff and

stakeholder feedback.

k. Deliverable 10:

Consolidate utility allowance table(s) with options for

apartment sizes, climate zone, utility rate, and high-

efficiency construction type.

l. Deliverable 11:

Utility Analysis (“UA”). A table annual maintenance plan

641 Lexington Ave, New York, NY 10022 │ 212-688-4000 │www.hcr.ny.gov

(step-by-step guide) and annual update process. Must

include updates from utility data from HCR’s portfolio of

high-performance, all-electric buildings.

The Contractor(s) will submit a monthly or quarterly payment request, the frequency to be

determined following the award, along with reports that provide detailed information on the

specific work completed. The formal structure of such reports and payment requests will be

decided by HTFC and provided to the successful Proposer(s) resulting from this Solicitation

process. Any supporting documentation of invoices for payment accompanying reports shall be

consistent and supportive of the other, detailing the labor and materials costs by services

provided, identifying provider staff involved, by title and hourly rate, detailing costs being

charged.

VII.

Questions and Answers

Any questions or requests for clarification regarding this Solicitation must be submitted by way

of email to contractunitinfo@hcr.ny.gov no later than the date identified in the “Calendar of

Events and Milestone” section of this Solicitation. The “Subject” line of the email should indicate

“2026 Utility Analysis Questions.”

Questions will not be accepted orally and any question received after the deadline may not be

answered. The list of questions/requests for clarifications and the Agency’s responses will be

posted in a timely manner on HCR’s Procurement Opportunities webpage.

Proposers should note that all clarifications and exceptions are to be resolved prior to submission

of the proposal. Any deviation in proposer response may be factored into the selection process.

An electronic version of this Solicitation will be posted on HCR’s website in addition to any

subsequent changes, additions or deletions to the Solicitation, including the timelines and target

dates. Proposers are encouraged to check HCR’s website frequently for notices of any

clarifications, changes, additions or deletions to the Solicitation.

VIII. Amendments/Addenda

HTFC reserves the right to modify any part of this Solicitation including, but not limited to, the

date and time by which proposals must be submitted and received by HTFC, at any time prior to

the Deadline for Submission of Proposals date listed in the “Calendar of Events and Milestones”

section of this Solicitation. Modifications to this Solicitation will be made by issuance of

amendments and/or addenda. Any amendment or addendum to this Solicitation will become part

of this Solicitation.

641 Lexington Ave, New York, NY 10022 │ 212-688-4000 │www.hcr.ny.gov

This page summarizes the opportunity, including an overview and a preview of the attached documents.

HTFC Mini-Bid Solicitation - Utility Analysis Services

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