Investment Banking and Underwriting Services

Agency: The New York State Contract Reporter
State: New York
Type of Government: State & Local
NAICS Category:
  • 523920 - Portfolio Management
  • 523999 - Miscellaneous Financial Investment Activities
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: May 29, 2025
Due Date: Jul 30, 2025
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Description

Issue Date: 05/29/2025 Contract Number: RFP 6013
Investment Banking and Underwriting Services
Description:

Description of goods to services to be bid:

The New York State Energy Research and Development Authority (“NYSERDA”) requests proposals from firms interested in being a Senior or Co-Senior manager to provide investment banking and underwriting services related to the competitive or negotiated sale or private placement of bonds by NYSERDA, or the sale or financing of loans issued by NYSERDA, in connection with NYSERDA’s Green Jobs – Green New York (“GJGNY”) Loan Program, or for other financing program activities. The contract term is anticipated to be five years. NYSERDA will consider firms with an underwriting practice whose scope is either national and/or focused on the Northeast region. Firms must either be New York State (“NYS”)-certified minority-and women-owned business enterprises or must partner with a NYS-certified minority-and women-owned business enterprises as a Co-Senior Manager.

If changes are made to this solicitation notification will be posted on NYSERDA’s website at:
www.nyserda.ny.gov/funding-opportunities

Eligibility/Qualifications Requirements/Preferences:

NA

Due Date: 07/30/2025 3:00 PM

Contract Term: Five (5) years from contract execution

Location: New York State

Ad Type: General

Technical contact: NYSERDA
Financing Solutions
Albany
Heather J. Clark
Assistant Director
17 Columbia Circle
Albany, NY 12203-6399
United States
Ph: 518-862-1090 ext.3253
Fax: 518-862-1091
heathersolicitations@nyserda.ny.gov
Primary Contact: NYSERDA
Financing Solutions
Albany
Heather J. Clark
Assistant Director
17 Columbia Circle
Albany, NY 12203-6399
United States
Ph: 518-862-1090 ext.3253
Fax: 518-862-1091
heathersolicitations@nyserda.ny.gov
Secondary contact: NYSERDA
Contract Management
Albany
James Cowman
Assistant Contract Manager
17 Columbia Circle
Albany, NY 12203-6399
United States
Ph: 518-862-1090 ext.3652
Fax: 518-862-1091
james.cowman@nyserda.ny.gov
Secondary contact: NYSERDA
Contract Management
Albany
Jillina Baxter
Sr. Office Manager
17 Columbia Circle
Albany, NY 12203-6399
United States
Ph: 518-862-1090 ext.3418
Fax: 518-862-1091
jillina.baxter@nyserda.ny.gov
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