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Current bid opportunities and submission guidelines

We list current bid opportunities at the bottom of this page, but please review the following submission guidelines first.

To ensure your bid is not disqualified, you should:

  • meet all requirements and follow the instructions in the bid documents,
  • check this page for any bid updates and incorporate changes into your proposal,
  • use the proper format,
  • follow Procurement Lobbying Act requirements,
  • mail your proposal; we do not accept bids by email or other electronic means, and
  • send emails related to a bid opportunity to the designated contact using this email address: BFS.Contracts@tax.ny.gov. 

We will post links under the related bid number to any:

  • bid changes and clarifications,
  • bidder questions and our responses, and
  • announcements that relate to a bid.

How to access current bid documents:

  • select the link(s) under Bid number in the table below.
  • some of the bid documents may be PDFs. You will need Adobe Reader software to view and print any bid documents in this format. If you don't have Adobe Reader, download a free copy.

If you have difficulty downloading the documents, please call 518-530-4484.

Questions? Email bid or website questions to BFS.Contracts@tax.ny.gov.

Current bid opportunities:
Bid number Description Date posted Bid due date Designated contacts
RFP # 23-102
23-102 Appendices
23-102 Exhibits 
23-102 Attachments
Financial Institution Data Match Services  11/09/2023 12/28/2023 by 2:00 PM ET Kevin Brownell
Yafei Cao
Amber Alexander
518-530-4484
RFP # 23-100 Response to Bidder Questions and Amendment #1

Program Administration and Investment Management Services for the New York State Secure Choice Savings Program  07/12/2023 08/02/2023 by 2:00 PM ET Matthew Brownell
Yafei Cao
Amber Alexander
518-530-4484
RFP # 23-100
23-100 Appendices
23-100 Exhibits
23-100 Attachments
Program Administration and Investment Management Services for the New York State Secure Choice Savings Program  05/31/2023 08/02/2023 by 2:00 PM ET Matthew Brownell
Yafei Cao
Amber Alexander
518-530-4484
Updated: