Request for Proposals for Supplier Diversity, Compliance, and Portfolio Management Solution

Project Information

Bid Title
Request for Proposals for Supplier Diversity, Compliance, and Portfolio Management Solution
Issuing Agency
State Government of New York
Location
New York
Published Date
Nov 7, 2025
Closing Date
Dec 12, 2025
Government Level
State & Local
Status
Closed
Original Source
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Kathy Hochul, Governor RuthAnne Visnauskas, Commissioner/CEO
Request for Proposals
for
Supplier Diversity, Compliance,
and Portfolio Management Solution
Request for Proposals
for RFP Issuance Date:
Proposal Submission Deadline:
October 22, 2025
December 12, 2025, 12pm, EST
Number: Forensic HCR-RFP-251022 Audit Services
NEW YORK STATE HOUSING FINANCE AGENCY
641 LEXINGTON AVENUE ▪ NEW YORK, NEW YORK 10022
hcr.ny.gov
Request for Proposals
NEW YORK STATE HOUSING FINANCE AGENCY
for STATE OF NEW YORK MORTGAGE AGENCY
"W:\SharedSPTroAcuTreEmOenFt PNroEjeWct FYolOdeRrsK\SoMliciUtaNtioInC\2I0P25A\6L41B-OHNFADMBWABNEKSDAVGOBENSuCppYlier
DiversityT\ROFPB\2A51C0C21O_SSupEpTlieTr_LDEivMerEsiNty_TCoFmINpliAanNceC_SIoNluGtionC_OFiRnaPl.dOocRxA" TION
641 LEXINGTON AVENUE ▪ NEW YORK, NEW YORK 10022
Table of Contents
1. Introduction............................................................................................................................ 4
2. Purpose................................................................................................................................... 5
3. Assessment of Practices relating to Diversity and Service-Disabled Veteran Owned Business
Enterprises (“SDVOBs”) ................................................................................................................ 5
3.1 Minority and/or Women Owned Business Enterprise Participation................................ 5
3.2 Service-Disabled Veteran-Owned Business Enterprise Participation ............................. 6
3.3 MWBE and SDVOB Partner/Subcontractor Interest....................................................... 6
4. Primary Contractor and Subcontractor(s) Team ................................................................... 7
5. Calendar of Events and Milestones........................................................................................ 7
6. Intent to Submit Proposal....................................................................................................... 9
7. Scope of Services (“Scope of Work”) ................................................................................... 9
7.1 Qualifications and Experience ......................................................................................... 9
7.2 Scope of Work ................................................................................................................. 9
7.3 Deliverables ................................................................................................................... 11
7.4 Security Policies............................................................................................................. 12
7.5 Artificial Intelligence Policies ....................................................................................... 12
8. Questions and Answers........................................................................................................ 12
9. Amendments and Addenda .................................................................................................. 13
10. Contract................................................................................................................................ 13
11. Proposal Requirements ........................................................................................................ 14
12. Contents of Proposals .......................................................................................................... 14
12.1 TAB 1: Proposal Coversheet, Cover Letter and Proposal Certification ........................ 15
12.1.1 Proposal Coversheet ............................................................................................ 15
12.1.2 Cover Letter with Executive Summary (2 pages) ............................................... 15
12.1.3 Proposal Certification.......................................................................................... 16
12.2 TAB 2: Technical Proposal............................................................................................ 16
12.2.1 Proposer Overview .............................................................................................. 16
12.2.2 Proposer’s Resources .......................................................................................... 17
12.2.3 The Solution ........................................................................................................ 18
12.2.4 General Approach and Methodology .................................................................. 18
12.2.5 AI and Security………………………………………………………………….18
12.3 TAB 3: Cost Proposal .................................................................................................... 19
12.4 TAB 4: Administrative Proposal ................................................................................... 21
12.4.1 Insurance Requirements ..................................................................................... 21
12.4.2 Financial Capacity............................................................................................... 25
12.4.3 Licenses, Certifications and other Credentials .................................................... 25
12.4.4 Other Pertinent Required Information................................................................. 25
12.5 TAB 5: EEO, Diversity and SDVOB Proposal ............................................................. 26
13. Proposal Submission Requirements..................................................................................... 26
14. Evaluation of Proposals ....................................................................................................... 27
14.1 Evaluation and Criteria for Selection............................................................................. 27
14.2 Scoring of Written Proposals ......................................................................................... 28
14.2.1 Technical Proposal Evaluation – 65 Points......................................................... 28
14.2.2 Cost Proposal – 25 Points ................................................................................... 28
14.2.3 MWBE Scoring – 10 Points ................................................................................ 28
14.3 Interviews....................................................................................................................... 28
14.4 Selection and Notification Process ................................................................................ 29
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15. Important Information for Proposers ................................................................................... 29
15.1. Proposal Requirements .................................................................................................. 29
15.2. Miscellaneous Provisions............................................................................................... 29
FORM A: Intent to Submit Proposal Form .................................................................................. 30
Attachment A: Proposal Checklist................................................................................................ 31
Policies, Standard Clauses and Requirements .......................................................................... 31
Standard Clauses and Requirements for Solicitations, Exhibit A………………………..31
Standard Clauses for Contracts Appendix I………………………………………………31
MWBE Participation Requirements and Procedures for Contracts………………………31
Workers' compensation and disability benefits requirements…………………………….31
Agency's AI Policy……………………………………………………………………….31
HFA IT security policies…………………………………………………………………31
Attachment I – Proposal Application and Certification Sheet...................................................... 32
Attachment II - Cost Proposal Template…………………………………………………………36
Attachment III Logo……………………………………………………………………………...38
Attachment IIIb Logo…………………………………………………………………………….40
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NEW YORK STATE HOUSING FINANCE AGENCY
REQUEST FOR PROPOSALS
FOR
Supplier Diversity, Compliance and Portfolio Management Solution
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 New York State Housing Finance Agency (“HFA” or “Agency”) or its Affiliate(s)1, other than
the Designated Contact Officer listed below.
Lobbying Law Designated Contact Officer:
Kathryn Mazzeo, Associate Counsel
New York State Homes & Community Renewal
Hampton Plaza, 38-40 State Street
Albany, NY 12207
Kathryn.Mazzeo@hcr.ny.gov
If you have inquiries regarding this request for proposal or would like to contact the Agency(ies)
regarding issues not relating to Lobbying Procurement Law Contacts, please forward inquiries via
electronic email to Lisa G. Pagnozzi, Simone Bedward, and/or Chivonne C. Lloyd at
ContractUnitInfo@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 A.
1. 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 New
York State Housing Finance Agency (“HFA” or “Agency”). HCR includes other agencies
(“Affiliate(s)”) not involved in this request for proposals (“RFP” or “Solicitation”) process.
1Affiliate(s) shall mean the other agencies comprising New York State Homes and Community Renewal being the
State of New York Mortgage Agency, New York State Affordable Housing Corporation, Housing Trust Fund
Corporation, State of New York Municipal Bond Bank Agency and Tobacco Settlement Financing Corporation.
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2. Purpose
The New York State Housing Finance Agency (“HFA”) seeks competitive proposals from
qualified vendors to provide a supplier diversity, compliance and portfolio management solution
(the “Solution”) for its Department of Empowerment, Compliance, and Opportunity (“DECO”).
The Solution must support MWBE and SDVOB goal setting, directory integration, outreach, risk
management, workforce tracking, compliance monitoring and project-level tracking, and impact
reporting2, while enabling comprehensive portfolio management and reporting across Agency-
funded programs, including programs funded by the Agency’s Affiliates, in accordance with
relevant State regulations.
Please note that all Agency data must be segregated from other customer data. Agency data must
not be made available outside the borders of the contiguous United States (“CONUS”), either
physically, electronically, verbally, or in any other form or manner; AND all resources of the
successful Proposer must be physically located within the borders of the CONUS.
More detailed information relating to the Agency and its programs may be found at the Agencies’
website, hyperlinked herein.
3. Assessment of Practices relating to Diversity and Service-
Disabled Veteran Owned Business Enterprises (“SDVOBs”)
The Agency(ies) has/have determined, pursuant to New York State Executive Law Article 15-a
(“Article 15-A”) and New York State Veterans’ Law Article 3 (“Article 3”), that the assessment
of participation by minority-and/or women-owned business enterprises (“MWBEs”) (assessment
of participation by MWBEs hereinafter referred to as “Diversity”) and SDVOB practices of
Proposers responding to this RFP is practical, feasible, and appropriate.
3.1
Minority and/or Women Owned Business Enterprise Participation
The Agency(ies) is/are committed to awarding contracts to firms that are dedicated to diversity
and provide high-quality services. The Agency(ies) strongly encourage(s) firms that are certified
2 Impact Reporting shall mean the reporting that demonstrates how the Agency’s projects support local businesses and
workers. The Reporting shall include details on NYS small businesses, MWBEs, and SDVOBs working on projects,
including their ownership and location. The Reporting shall also include Workforce reports, indicating gender,
ethnicity, job titles, and salaries for all on-site contractors (as required by Article 15-A). This information assists
the Agency in measuring the overall economic and community impact of Agency programs and demonstrates
progress towards equity and inclusion goals.
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Commodity Codes
  • NAICS 541611Administrative Management and General Management Consulting Services
  • NAICS 541618Other Management Consulting Services
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