Get instant access

to solicitation details & future business opportunities.

Get Access

Vendor packages with access to similar open solicitations

Statewide

Matching bid notifications & access to all Statewide & Group bid details

Group

Matching bid notifications from participating agencies

Basic

Access participating agency bids

Basic Information

Reference Number

0000398887

Issuing Organization

Putnam Northern Westchester BOCES

Owner Organization

PNW BOCES

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

RFP#2025-01

Title

RFP#2025-01 Financial Advisor Services

Source ID

PU.AG.USA.2052.C8735926

Details

Location

United States, New York, Westchester County

Delivery Point

PNW BOCES

Purchase Type

Term: 12/01/2025 12:00 AM EST - 11/30/2026 11:59 PM EST
Option: 4 One-Year Options to Renew

Piggyback Contract

Yes

Description

PNW BOCES is soliciting proposals from independent, qualified and experienced Financial
Advisory Services providers.

Dates

Publication

09/19/2025 09:00 AM EDT

Question Acceptance Deadline

09/23/2025 12:00 PM EDT

Questions are submitted online

Yes

Closing Date

10/16/2025 11:30 AM EDT

Contact Information

Donald Mahler

914 248 2398

Purchasing@pnwboces.org

Buyer Preferences, Guidelines & Requirements

General Requirements

- Insurance Required

Award Requirements

- All or None Award

- Reserve Rights to Award by Line Item

Bid Submission Process

Bid Submission Type

Physical Bid Submission