Tertiary Business and Excise Tax Debt Collection Services

The New York City Department of Finance is seeking vendors to collect outstanding Business and Excise Tax judgments through tertiary debt collection, including skip tracing, dunning letters, telephone outreach, asset location, reporting, and secure data processing.

City of New York > Department of Finance


General
Open
83626B0004
Oct 26, 2026 12:00 PM
Sep 23, 2026 12:00 PM
2 years 11 months base + 2 × 1 year options
Minority-Owned BusinessWoman-Owned Business
Invitation for/to Bid (IFB/ITB)
Local
Ask AI about this solicitation
Contact
salaimanh@finance.nyc.gov
Submission Instructions
Online
Complete all required PASSPort Questionnaire and Items tab fields., Submit all bid responses in the PASSPort Document tab., Acknowledge receipt of the RFx in the Acknowledgement tab and complete the response in the Manage Responses tab.
Description

The New York City Department of Finance is soliciting bids for tertiary collection services for outstanding Business and Excise Tax judgments and warrants previously assigned to two collection agencies. The scope includes skip tracing, telephone outreach, dunning letters, asset and income location, case documentation, recorded communications, electronic reporting, payment processing coordination, and returning or closing cases as directed by the Department. The work excludes consumer and household debt, enforcement tools such as levies and litigation, text-message delivery, and settlement of tax debt. The contractor must operate from a secure facility and call center, maintain technical and operational safeguards for City, State, and federal tax information, support secure electronic referrals and system integration, provide trained and scalable staff, and comply with applicable debt-collection, tax-secrecy, privacy, cybersecurity, and ethical requirements. Dunning collection activities must be performed directly by the contractor, subject to limited staffing, human-resources, mailing, and IT-support exceptions. Bidders must demonstrate at least three years of comparable debt-collection experience and submit required responses through the City's electronic procurement portal, including the portal questionnaires and pricing items. The contract is anticipated to run through October 31, 2029, with up to two one-year renewal options at the City's discretion.

Classification Codes
NAICS561440Collection Agencies
PSCR705Debt Collection Services
Smart Codes
debt collection servicestax debt collectionskip tracing services
Specifications
Service Only
Timeline
Sep 23, 2026-Release Date
Sep 30, 2026 03:00 PM-Pre-Bid Conference (optional)
Virtual pre-bid conference.
Oct 16, 2026-Questions Due Date
Oct 26, 2026-Bid Due Date
Oct 26, 2026-Bid Opening (optional)
Virtual bid opening via Teams; access link will be available in the procurement portal.
Dec 1, 2026-Anticipated Contract Start Date
Oct 31, 2029-Anticipated Contract End Date
Requirements
Required
  • Workers' Compensation
  • Disability Benefits Insurance
  • Employers' Liability
  • Commercial General Liability — $1,000,000.00
  • Commercial Auto Liability — $1,000,000.00
  • Professional Liability/Errors & Omissions — $1,000,000.00
Required
  • Within the last 5 years
  • Client point of contact required for each reference
No
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