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Environmental Facilities Corp. , NYS·New York

Other Post-Employment Benefit (OPEB) Plan Trust Advisory Services

Closes 9/17/2026$500k – $2MRequest for ProposalLogin required
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Description

The New York State Environmental Facilities Corporation (EFC) requests proposals from qualified firms to provide comprehensive advisory, administrative, and/or investment management services for the establishment and ongoing management of an OPEB Section 115 Trust. Please visit efc.ny.gov/rfp for a copy of the RFP. Business enterprises awarded an identical or substantially similar procurement contract within the past five years: NONE Service-Disabled Veteran-Owned Business (SDVOB) SDVOB Goal: 6.00% Minority / Women Business Enterprise contracting goals (MWBE) MBE Goal: 15.00% WBE Goal: 15.00%

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Brian McGuire(Senior Manager, Procurement and Program Compliance)

[email protected]

(518) 486-9267

Key dates

Opened
8/13/2026
Closes
9/17/2026
Duration
3 years

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523930
Solicitation №
C-202603

Budget estimate

$500,000 – $2,000,000

The budget for this opportunity is difficult to estimate, as the document does not provide a specific amount. However, based on the scope of work and the fact that it is a three-year contract, it is likely that the budget will be in the range of $500,000 to $2 million. This estimate is based on the assumption that the selected firm will provide a team of experts to manage the trust and provide ongoing support and guidance to EFC. The actual budget could be higher or lower, depending on the specific requirements of the contract and the level of expertise and services provided by the selected firm. Factors that may influence the likely payment range include the size and complexity of the trust, the level of expertise and experience of the selected firm, and the scope of work and services required by EFC.

AI estimate from the solicitation

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