Project Information

Bid Title

Bond Trustee Services

Issuing Agency

State Government of New York

Location

New York

Published Date

Mar 23, 2026

Closing Date

Apr 27, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Bond Trustee Services

Solicitation #: TBD

Issue Date: 03/24/2026

Proposal Due: 04/27/2026 - 4:00 PM

Classification: Professional Services

Type: Request for Proposal (RFP)

Status: New

Contract Terms

Seven (7) years with three (3) one-year extension options

Location Where Goods to be Delivered or Service Performed

DASNY - 515 Broadway Albany, NY 12207

Notice to Bidders

In accordance with State Finance Law § 139-j and § 139-k, this solicitation includes and imposes certain restrictions on communications between DASNY personnel and a Proposer during the procurement process. The Designated Representative for this procurement is Haley Birr, Email: (HBirr@dasny.org). Contacts made to other DASNY personnel regarding this procurement may disqualify the Proposer and affect future procurements with governmental entities in the State of New York. Please refer to DASNY’s website www.dasny.org for DASNY policy and procedures regarding this law, or the OGS website (https://ogs.ny.gov/acpl) for more information about this law. All proposers, domestic and foreign, must be in compliance with New York State business registration requirements. Contact the NYS Department of State regarding compliance. In addition, business entities proposing to provide professional engineering services must obtain a Certificate of Authorization to Provide Engineering Services in New York State from the State Education Department. Proposals must be submitted in the full legal name of the proposer, or the full legal name plus a registered assumed name of the proposer, if any.

Contacts

Primary Contact

Nicole White

Procurement Administrator

DASNY

Purchasing

515 Broadway

Albany, NY 12207-2964

United States

Phone: 518-257-3076

Email: nwhite@dasny.org

Secondary Contact

Haley Birr

Asst Procurement Administrator

DASNY

Procurement

515 Broadway

Albany, NY 12207

United States

Phone: 518-257-3342

Email: hbirr@dasny.org

Submit To Contact

Nicole White

Procurement Administrator

DASNY

Purchasing

515 Broadway

Albany, NY 12207-2964

United States

Phone: 518-257-3076

Email: nwhite@dasny.org

Attachments

Documents

RFP 287.91 KB

Trustee Bid Request Letter for Public DASNY Clients 183.36 KB

Trustee Bid Request Letter for Private DASNY Clients 197.05 KB

Trustee Fee Proposal Template for Fixed Rate Bonds 75.97 KB

Trustee Fee Proposal Template for Variable Rate Bonds 76.21 KB

Diversity Questionnaire 151.17 KB

W9 Form 232.09 KB

Omnibus Certification 230.99 KB

NYS Vendor Responsibility Questionnaire 61.91 KB

DASNY's Security Requirements 191.19 KB

Sample Acord Certificate Dormitory Authority 69.98 KB

Sample Endorsement Forms 190.75 KB

Insurance Requirements 192.74 KB

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