OPEB Plan Trust Advisory Services

The New York State Environmental Facilities Corporation is seeking qualified firms to provide comprehensive advisory, administrative, and/or investment management services for the establishment and ongoing management of an OPEB Section 115 Trust.

New York > Environmental Facilities Corporation


General
Open
C-202603
Sep 17, 2026 02:00 PM
Aug 13, 2026 12:00 PM
3 years
Service-Disabled Veteran-Owned BusinessMinority-Owned BusinessWoman-Owned Business
Request for Proposal (RFP)
State
Ask AI about this solicitation
Contact
brian.mcguire@efc.ny.gov
+15184869267
625 Broadway, Albany, NY, USA
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. The contract term is three years with an option to renew. The solicitation includes goals for Service-Disabled Veteran-Owned Business (SDVOB) participation of 6%, and Minority/Women Business Enterprise (MWBE) goals of 15% each for MBE and WBE. Interested firms should visit efc.ny.gov/rfp for a copy of the RFP.

Classification Codes
NAICS525920Trusts, Estates, and Agency Accounts
PSCR547STUDY/ACCOUNTING/FINANCIAL MGT
Smart Codes
opeb trust advisoryinvestment managementtrust administration
Specifications
Service Only
Timeline
Aug 13, 2026-Issue Date
Sep 17, 2026-Due Date
Documents
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