- Title
- Business Consulting Services
- Detail
- Overview
- This Solicitation is designed to meet the needs of public-sector entities with their common business consulting needs, while ensuring more niche needs are accounted for. The Solicitation is broken out into multiple lots based on the resulting engagement size and within six different consulting categories. This Solicitation shall be awarded based on Best Value to the highest scoring, up to the number identified in section 1.2 of this document, Bidders within both lots and within each of the six different categories, resulting in up to 66 Master Agreements. For New York State, contract users will utilize a mini-bid process for final selection of a vendor. Other participating entities may or may not utilize a mini-bid process on a case-by-case basis. The Master Agreements shall be awarded for five (5) years from the date of New York State Office of the State Comptroller (“OSC”) approval with option to exercise renewals, totaling up to an additional five (5) years following the initial term, in increments of one year of more, upon mutual agreement by the Lead State and Contractor. This Solicitation is issued by the New York State (“NYS”) Office of General Services (“OGS”), Procurement Services for Business Consulting Services as specified herein for all Authorized Users, Participating Entities and Purchasing Entities eligible to make purchases under the Contracts resulting from this Solicitation. For New York State Only: OGS hereby establishes an overall goal of 30% for MWBE participation, 15% for Minority-Owned Business Enterprises (“MBE”) participation and 15% for Women-Owned Business Enterprises (“WBE”) participation (based on the current availability of qualified MBEs and WBEs). Please see Attachment 15, New York State Participating Addendum, Section 10, Contractor Requirements and Procedures for Business Participation Opportunities for NYS Certified Minority- and Women-Owned Business Enterprises and Equal Employment Opportunities for Minority Group Members and Women for more information. For New York State Only: For purposes of this procurement, OGS has not established goals for SDVOB participation. Bidder/Contractor is encouraged to make good faith efforts to promote and assist in the participation of SDVOBs on the Contract for the provision of services and materials. For more information, please see Attachment 15, New York State Participating Addendum, Section 11, Participation Opportunities for New York State Certified Service-Disabled Veteran Owned Businesses. Solicitation 23420 – Business Consulting Services PAGE 6 This Solicitation outlines the terms and conditions, and all applicable information required for submitting a Bid. Bidders should pay strict attention to the Bid submission date and time to prevent disqualification. Bidders are strongly encouraged to read the language of this Solicitation thoroughly and to precisely follow the instructions included in the Solicitation and all attachments.
- Description
- Office of General Services
Group 71022– Business Consulting Services
RFP 23420
Bid Opening – August 26, 2026 at 1:30 PM
Please review all of the documents carefully and submit completed responses no later than August 26, 2026, at 1:30 PM to:
State of New York Executive Department
New York State Office of General Services
Procurement Services
Corning Tower - 38th Floor, Reception Desk
Empire State Plaza
Albany, NY 12242
Attn: Bid Enclosed – RFP 23420
This bid consists of a total of twenty-six (26) files, consisting of one (1) Solicitation, five (5) Solicitation Updates, one (1) Response to Bidder Questions, three (3) Appendices, and sixteen (16) Attachments.
- Pdf Text
- Corning Tower, Empire State Plaza, Albany, NY 12242 | https://ogs.ny.gov/procurement | customer.services@ogs.ny.gov | 518-474-6717
Request for Proposals (Updated 7/13/26)
BID OPENING
DATE: June 3 August 26, 2026
TIME: 1:30 P.M. ET
TITLE: Group 71022– Business Consulting Services
SOLICITATION NUMBER:
23420
Classification Codes: 80, 86
MASTER
AGREEMENT
PERIOD:
Five (5) years from the date of OSC approval with option to exercise renewals totaling up to
an additional five (5) years following the initial term, upon mutual agreement by the Lead State
and Contractor.
DESIGNATED CONTACTS: In accordance with the Procurement Lobbying Law [State Finance Law § 139-
j(2)(a)], the following individuals are the Designated Contacts for this Solicitation.
All questions relating to this Solicitation must be addressed to the Designated Contacts.
Email Address: OGS.SM.PS.BusinessConsulting@ogs.ny.gov
Jessica Watson
CMS II
Phone: (518)486-4830
Email: OGS.SM.PS.BusinessConsulting@ogs.ny.gov
Sean Hume
Assistant Director
Phone: (518) 486-1692
Email: OGS.SM.PS.BusinessConsulting@ogs.ny.gov
Bidder’s Federal Tax Identification Number:
(Do Not Use Social Security Number)
NYS Vendor Identification Number:
(See New York State Vendor File Registration Clause)
Legal Business Name of Company Bidding:
D/B/A – Doing Business As (if applicable):
Street
City State County Zip Code
Email Address: Company Web Site:
If applicable, place an “x” in the appropriate box(es) (check all that apply)
NYS Small Business
# Employees
Service-Disabled Veteran
Owned Business
NYS Minority Owned
Business
NYS Women Owned
Business
If you are not bidding, place an “x” in the box and return this page only.
WE ARE NOT BIDDING AT THIS TIME BECAUSE:
OGS Use Only: # of Binders/Packages: __________ # of USB Flash Drives ______ Documented by: ______________
Solicitation 23420 – Business Consulting Services PAGE 2
Bidder Certification and Affirmation
Bidder certifies and affirms as follows:
1. This Bid is an irrevocable offer for one hundred and eighty (180) days from the date of submission to the
New York State (“NYS”) Office of General Services (“OGS”), or for such longer period as is set forth in the
Solicitation.
2. The Bidder can and will provide and make available, at a minimum, the Products, Deliverables and/or
Services as described in the Solicitation.
3. The Bidder has read and understands the provisions of the Solicitation, and all appendices, attachments,
and exhibits attached thereto, including Appendix A – Standard Clauses for New York State Contracts
and Attachment 15, New York State Participating Addendum.
4. The information contained in this Bid is complete, true, and accurate.
5. The Bidder understands and agrees to comply with the requirements of the Procurement Lobbying Law,
State Finance Law § 139-j and § 139-k, and with OGS’s procedures relating to permissible contacts
during a procurement as required by State Finance Law § 139-j(3) and § 139-j(6)(b). Such requirements
and procedures are posted at https://ogs.ny.gov/acpl.
The signer affirms under penalties of perjury that he or she is duly authorized to legally bind the Bidder referenced
above and that he or she signed this Bidder Certification as the legally binding act of the Bidder.
Print Full Bidder Entity Name
By:
Signature of Person Authorized to
Legally Bind the Bidder
Print Name of Signatory
Print Title of Signatory
Date
RETURN THIS PAGE AS PART OF BID
Solicitation 23420 – Business Consulting Services PAGE 3
Contents
1.
1. INTRODUCTION ........................................................................................................................................5
1.1 Overview..................................................................................................................................................... 5
1.2 Scope ......................................................................................................................................................... 6
1.3 Estimated Quantities .................................................................................................................................. 7
1.4 Key Events/Dates ....................................................................................................................................... 7
1.5 NYS Contract Reporter .............................................................................................................................. 7
1.6 Bidder Questions (How to Ask Questions) ................................................................................................. 8
1.7 NYS Comptroller Approval ......................................................................................................................... 8
1.8 Conditional Awards .................................................................................................................................... 8
1.9 (NYS Only) MWBE & SDVOB Interest in Partnering with Bidders............................................................. 8
1.10 Summary Of Policy and Prohibitions On Procurement Lobbying .............................................................. 9
1.11 Definitions ................................................................................................................................................... 9
1.12 Appendices and Attachments................................................................................................................... 11
1.13 Conflict of Terms ...................................................................................................................................... 11
2. BIDDER QUALIFICATIONS ................................................................................................................... 12
3. SPECIFICATIONS................................................................................................................................... 12
4. BID SUBMISSION (How to Respond) .................................................................................................. 12
4.1 Performance and Bid Bonds .................................................................................................................... 12
4.2 NYS Vendor File Registration .................................................................................................................. 12
4.3 Format of Bid Submission ........................................................................................................................ 13
4.4 Content ..................................................................................................................................................... 14
4.5 Bid Envelopes and Packages................................................................................................................... 15
4.6 Bid Delivery .............................................................................................................................................. 15
4.7 Important Building Access Procedures .................................................................................................... 16
4.8 NYS Required Certifications..................................................................................................................... 16
4.9 Bid Deviations .......................................................................................................................................... 16
4.10 Bid Opening Results ................................................................................................................................. 17
4.11 Pricing....................................................................................................................................................... 17
4.12 Price Updates ........................................................................................................................................... 17
4.13 Bid Liability ............................................................................................................................................... 18
4.14 Firm Offer ................................................................................................................................................. 18
4.15 NYS Reserved Rights .............................................................................................................................. 18
4.16 Late Bids................................................................................................................................................... 19
4.17 Confidential/Trade Secret Materials ......................................................................................................... 19
4.18 Tie Bids ..................................................................................................................................................... 19
4.19 Debriefings ............................................................................................................................................... 20
4.20 Governing Law ......................................................................................................................................... 20
4.21 Venue ....................................................................................................................................................... 20
Solicitation 23420 – Business Consulting Services PAGE 4
4.22 Compliance with Laws .............................................................................................................................. 20
4.23 No Exclusivity ........................................................................................................................................... 20
4.24 Mandatory State Preferences................................................................................................................... 20
4.25 N.Y. State Finance Law § 139-I ............................................................................................................... 20
4.26 Gender-Based Violence and the Workplace Certification ........................................................................ 21
4.27 NYS Vendor Responsibility ...................................................................................................................... 21
4.28 NYS Tax Law Section 5-a ........................................................................................................................ 22
4.29 Contract Documents; Electronic Format .................................................................................................. 22
4.30 The NASPO ValuePoint Process ............................................................................................................. 23
4.31 NASPO Valuepoint eMarketplace ............................................................................................................ 23
4.32 Extension of Use ...................................................................................................................................... 23
4.33 Dispute Resolution ................................................................................................................................... 24
4.34 Incorporation............................................................................................................................................. 25
5. METHOD OF AWARD............................................................................................................................. 25
6. ETHICS COMPLIANCE .......................................................................................................................... 26
APPENDICES
Appendix A – Standard Clauses for New York State Contracts (June 2023)
Appendix B – [Intentionally Omitted]
Appendix C – Federal Funding Agency Mandatory Terms and Conditions (October 2023)
Appendix C-AI – Standard Terms for AI Purchases for NYS
ATTACHMENTS
Attachment 01 – Scope of Work
Attachment 02 – Sample Master Agreement
Attachment 03 – Participation Information
Attachment 04 – Bidder Information Questionnaire
Attachment 05 – Bidder Response Worksheet
Attachment 05a – RFP Evaluation Plan
Attachment 06 – Cost Proposal
Attachment 07 – NYS Required Certifications
Attachment 08 – Encouraging Use of New York State Businesses in Contract Performance
Attachment 09 – Insurance Requirements
Attachment 10 – Bidder Submission Checklist
Attachment 11 – Bidder Question Form
Attachment 12 – Report of Contract Usage
Attachment 13 – Certification Under Executive Order No. 16
Attachment 14 – Contractor and Reseller/Distributor Information Sheet
Attachment 15 – New York State Participating Addendum
Solicitation 23420 – Business Consulting Services PAGE 5
1. INTRODUCTION
This Solicitation is being issued by the State of New York (“Lead State”) in collaboration with the NASPO
ValuePoint cooperative purchasing program. The purpose of this Solicitation is to establish Master Agreements
for Business Consulting Services, as described herein.
About NASPO ValuePoint
NASPO ValuePoint is a division of the National Association of State Procurement Officials (NASPO), a non-profit
association dedicated to advancing public procurement through leadership, excellence, and integrity. In
accordance with NASPO ValuePoint’s Lead State Model™, the Lead State is issuing this Solicitation, evaluating
responses, and establishing Master Agreements with the support and assistance of a Multistate Sourcing Team™
composed of individuals from other member states, representing a broad range of perspectives that ensure the
Solicitation incorporates best practices recognized by public entities across the country.
Participation in NASPO ValuePoint Master Agreements is convenient and cost-effective for eligible entities—
including state departments, institutions, agencies, and political subdivisions, federally recognized tribes, and
other eligible public and nonprofit entities in the 50 states, the District of Columbia, and U.S. territories—and
suppliers, with no membership or registration required. For more information on the NASPO ValuePoint Lead
State Model and potential participating entities in the contracts resulting from this Solicitation, please see Section
4.30, The NASPO ValuePoint Process and Section 4.32, Extension of Use below.
More information about NASPO, NASPO ValuePoint, and the NASPO ValuePoint Lead State Model can be found
at www.naspo.org and www.naspovaluepoint.org.
1.1 Overview
This Solicitation is designed to meet the needs of public-sector entities with their common business consulting
needs, while ensuring more niche needs are accounted for. The Solicitation is broken out into multiple lots based
on the resulting engagement size and within six different consulting categories. This Solicitation shall be awarded
based on Best Value to the highest scoring, up to the number identified in section 1.2 of this document, Bidders
within both lots and within each of the six different categories, resulting in up to 66 Master Agreements. For New
York State, contract users will utilize a mini-bid process for final selection of a vendor. Other participating entities
may or may not utilize a mini-bid process on a case-by-case basis.
The Master Agreements shall be awarded for five (5) years from the date of New York State Office of the State
Comptroller (“OSC”) approval with option to exercise renewals, totaling up to an additional five (5) years following
the initial term, in increments of one year of more, upon mutual agreement by the Lead State and Contractor.
This Solicitation is issued by the New York State (“NYS”) Office of General Services (“OGS”), Procurement
Services for Business Consulting Services as specified herein for all Authorized Users, Participating Entities and
Purchasing Entities eligible to make purchases under the Contracts resulting from this Solicitation.
For New York State Only: OGS hereby establishes an overall goal of 30% for MWBE participation, 15% for
Minority-Owned Business Enterprises (“MBE”) participation and 15% for Women-Owned Business Enterprises
(“WBE”) participation (based on the current availability of qualified MBEs and WBEs). Please see Attachment 15,
New York State Participating Addendum, Section 10, Contractor Requirements and Procedures for Business
Participation Opportunities for NYS Certified Minority- and Women-Owned Business Enterprises and Equal
Employment Opportunities for Minority Group Members and Women for more information.
For New York State Only: For purposes of this procurement, OGS has not established goals for SDVOB
participation. Bidder/Contractor is encouraged to make good faith efforts to promote and assist in the participation
of SDVOBs on the Contract for the provision of services and materials. For more information, please see
Attachment 15, New York State Participating Addendum, Section 11, Participation Opportunities for New York
State Certified Service-Disabled Veteran Owned Businesses.
Solicitation 23420 – Business Consulting Services PAGE 6
This Solicitation outlines the terms and conditions, and all applicable information required for submitting a Bid.
Bidders should pay strict attention to the Bid submission date and time to prevent disqualification. Bidders are
strongly encouraged to read the language of this Solicitation thoroughly and to precisely follow the instructions
included in the Solicitation and all attachments.
1.2 Scope
A detailed description of the Deliverables being sought through this Solicitation is attached as Attachment 01,
Scope of Work. The Scope of Work is intended to provide Contractors with sufficient basic information to submit
a proposal. It is not intended to limit a proposal's content or exclude any relevant or essential data. The State of
New York – Office of General Services (OGS) on behalf of the participating NASPO ValuePoint states plans to
establish Master Agreements for qualified vendors to provide Business Consulting Services. The objective of this
solicitation, and resulting Master Agreements, is to provide a wide range of consultancy services frequently
required by the State of New York, and any of the other forty-nine (49) states, District of Columbia, and US
Territories (that choose to participate).
The objective of the Master Agreements is to establish qualified consulting firms, with various subject matter
expertise, under contract for use by the State of New York and other Participating Entities. The Master
Agreements will be highlighted by a breakdown of Business Consulting categories to include the following:
A. Management & Operational
B. Digital Operations
C. Human Resources & Workforce Development
D. Public Safety
E. Legal & Compliance
F. Environmental & Sustainability
The Contractors will be awarded Master Agreements to provide Business Consulting Services to the Bidders with
the highest scores within each lot and each category. The lot structure is below.
A. B. C. D. E. F.
LOTS: Management
& Operational
Digital
Operations
Human
Resources &
Workforce
Development
Public Safety Legal &
Compliance
Environmental
& Sustainability
1. Lot 1 MWBE &
SDVOB (NY Only-
For projects not
exceeding
discretionary
threshold, currently
$1.5 million)
3 Awards 3 Awards 3 Awards 3 Awards 3 Awards 3 Awards
2. Lot 2 Cooperative
8 Awards 8 Awards 8 Awards 8 Awards 8 Awards 8 Awards
The scope of this Solicitation and its resulting Master Agreement(s) is intended to be able to benefit all state
departments, institutions, agencies, and political subdivisions and other eligible public and nonprofit entities in the
50 states, the District of Columbia, and U.S. territories. Therefore, Bidders should not interpret the Scope of Work
to be associated with or limited to any specific purchase, implementation, project, need, or program within the
Lead State or any other state or eligible entity. Proposals should be generally applicable to all Authorized Users
and all potential Participating Entities and Purchasing Entities, except where specificity is requested. NYS
reserves the right to raise the discretionary limit for this lot when or if NYS raises the discretionary limit during the
life of any resulting NYS participating addenda.
Solicitation 23420 – Business Consulting Services PAGE 7
1.3 Estimated Quantities
A Master Agreement resulting from this Solicitation shall be an estimated quantity contract, also referred to as
indefinite delivery/indefinite quantity contract. No specific quantities are represented or guaranteed, and the Lead
State provides no guarantee of individual Authorized User participation. The Contractor must furnish all quantities
actually ordered at or below the awarded prices. The individual value of each resultant Master Agreement is
indeterminate and will depend upon the number of Master Agreements issued and the competitiveness of the
pricing offered. Authorized Users will be encouraged to purchase from Contractors who offer the Products and
pricing that best meet their needs in the most practical and economical manner.
1.4 Key Events/Dates
Event Date Time
Solicitation Release April 16, 2026 N/A
Closing Date for Bidder Questions April 30, 2026 5:00 PM ET
OGS Procurement Services’ Responses of Bidder Questions May 21, 2026 (tentative) N/A
Bid Opening / Due date for Bids August 26 June 3, 2026 1:30 PM ET
Notification of Tentative Award / Non-Award October 15 August 28,
2026 (tentative) N/A
Master Agreement Approval Date / Award Publish Date Upon OSC Approval N/A
1.5 NYS Contract Reporter
Solicitation Website. The following website is the official source for Solicitation information and updates:
https://ogs.ny.gov/procurement/bid-opportunities
Dates and deadlines are subject to change. Bidders should continue checking the Solicitation Website and by
subscribing to the New York State Contract Reporter for the most up-to-date information.
Bidders must register with the New York State Contract Reporter (“NYSCR”) at https://www.nyscr.ny.gov in order
to receive notifications about this Solicitation. Navigate to the “I want to find contracts to bid on” page to register
for your free account. In order to receive e-mail notifications regarding updates to the content or status of a
particular ad, you must “bookmark the ad” on the upper right hand side of the ad, then return to your Account,
view your list of bookmarked ads, and then select “send me notification updates” option listed to the right of the
ad. Answers to all questions of a substantive nature will be posted in the form of a question and answer document
and released through the NYSCR. Any updates to Solicitation documents will also be posted and released
through the NYSCR.
If you do not opt-in to receive notification updates regarding a particular ad, you will not receive e-mail
notifications regarding updates, including e-mail notifications regarding the posting of the question and
answer document and updates to Solicitation documents.
Be advised that submission of responses to the Solicitation that do not reflect and take into account updated
information may result in your Bid being deemed non-responsive to the Solicitation.
Documents from this Solicitation may be posted on multiple websites, including non-Lead State procurement
solicitation boards and the NASPO ValuePoint website, or distributed through other channels, such as email.
Such distribution is for advertising and informational purposes only, and documents and information from sources
other than the Solicitation Website should not be relied upon to develop or submit a proposal. Proposals or
questions submitted through any means other than those specified in this Solicitation will not be addressed or
considered by the Lead State.
Solicitation 23420 – Business Consulting Services PAGE 8
1.6 Bidder Questions (How to Ask Questions)
All questions regarding this Solicitation should be submitted using Attachment 11, Bidder Questions Form, citing
the applicable Solicitation document name and document section. The completed form must be emailed to
OGS.SM.PS.BusinessConsulting@ogs.ny.gov by the date and time indicated in Section 1.4, Key Events/Dates.
Questions submitted after the deadline indicated may not be answered. A Bidder is strongly encouraged to submit
questions as soon as possible. Answers to all questions of a substantive nature will be provided to all prospective
Bidders in the form of a question and answer document which will be posted to the OGS website and will not
identify the Bidder asking the question. Notification of this posting will be advertised in the NYS Contract Reporter
(“NYSCR”). Your company must select the “opt-in” option within the Contract Reporter ad to receive notification
updates of this Solicitation.
As part of the Bidder questions process, Bidders may propose amendments to the Solicitation, including
adjustment of deadlines. OGS is not obligated to consider any proposed amendment. If Bidder intends to submit a
Bid that deviates from the requirements of the Solicitation in any way, the proposed Bid Deviations should be
submitted during the Questions period so that they may be given due consideration prior to the submission of
Bids. See Bid Deviations for additional information.
The following should be brought to the attention of OGS: Any alleged conflict among the materials composing this
Solicitation or any alleged issue relating to the content of this Solicitation, including instructions, requirements, or
specifications alleged to be ambiguous, unduly restrictive, erroneous, anticompetitive, or unlawful.
1.7 NYS Comptroller Approval
In accordance with Section 112 of the State Finance Law, a Master Agreement resulting from this Solicitation
shall not be valid, effective or binding upon the State until such Master Agreement has been approved by the
Office of the New York State Comptroller (“OSC”). Purchase orders or other procurement transactions by New
York State Authorized Users issued under such Master Agreements may also be subject to OSC approval.
1.8 Conditional Awards
Awards and Master Agreements not approved by NASPO ValuePoint shall result in a contract for use by the Lead
State and its Authorized Users only. Use of a Master Agreement by other Participating Entities or Purchasing
Entities is conditioned upon approval by the Lead State and NASPO ValuePoint.
Approval of awards and Master Agreements may be in whole or in part. Bidder agrees to hold the Lead State and
NASPO harmless and release the Lead State and NASPO from any liability for damages arising from non-award
or non-execution of a contract.
1.9 (NYS Only) MWBE & SDVOB Interest in Partnering with Bidders
A. If a New York State certified MWBE or SDVOB would like to indicate its interest in working with participating
Bidders, please send an e-mail entitled “Solicitation 23420 MWBE or SDVOB INTEREST_COMPANY NAME”
to OGS.SM.PS.BusinessConsulting@ogs.ny.gov on or before May 11, 2026. The e-mail content should
include:
1. Company Name
2. Contact Name and Contact Information such as Phone Number, Mailing Address and E-Mail Address
3. Brief description of the company and the Products and/or services that the company offers that are
related to this Solicitation (for example “Company ABC manufactures pencils”
4. The NYS Certification Type (Minority and/or Women-Owned or SDVOB).
Solicitation 23420 – Business Consulting Services PAGE 9
5. Include what locations in NYS the company provides services in.
B. A list of the NYS certified MWBE and SDVOB vendors who have expressed interest in this Solicitation
through the timely submission of such email, will be made available to prospective Bidders through the
publishing of a Purchasing Memorandum posted through the New York State Contract Reporter.
1.10 Summary Of Policy and Prohibitions On Procurement Lobbying
Pursuant to State Finance Law § 139-j and § 139-k, this Solicitation includes and imposes certain restrictions on
communications between OGS and a Bidder during the procurement process. A Bidder is restricted from making
contacts from the earliest posting, on a governmental entity’s website, in a newspaper of general circulation, or in
the procurement opportunities newsletter of intent to solicit offers/Bids through final award and approval of the
Procurement Contract by OGS and, if applicable, the Office of the State Comptroller (“restricted period”) to other
than designated staff unless it is a contact that is included among certain statutory exceptions set forth in State
Finance Law § 139-j(3)(a). Designated staff, as of the date hereof, are identified on the first page of this
Solicitation. OGS employees are also required to obtain certain information when contacted during the restricted
period and make a determination of the responsibility of the Bidder pursuant to State Finance Law §139-j and
§139-k. Certain findings of non-responsibility can result in rejection for Contract award and, in the event of two
findings within a four-year period, the Bidder is debarred from obtaining governmental Procurement Contracts for
four years. Further information about these requirements can be found on the OGS website at:
https://ogs.ny.gov/acpl/
1.11 Definitions
Capitalized terms used in this Solicitation and the resultant Contract(s) shall be defined in accordance with
Appendix B Definitions, or as below.
“Administrative Fee” shall refer to the fee payable to NASPO ValuePoint, the Lead State, and/or Participating
Entity, pursuant to Attachment 02, Sample Master Agreement, for all sales under this Master Agreement.
“Award” shall refer to the writings that contain the agreement of the Commissioner of NYS OGS and the
Contractor setting forth the total legal obligation between the parties as determined by applicable law
“Bidder” shall refer to an entity or individual submitting a proposal in response to this Solicitation.
“Bid Deviation” shall refer to any variance submitted or proposed by a Bidder, which deviates from, adds
extraneous terms to, conflicts with or offers an alternative to any term, condition, specification, or requirement of
the Solicitation.
“Business Day(s)” shall refer to Monday through Friday from 8:00 AM – 5:00 PM ET, excluding NYS Holidays
and federal holidays.
“Confidential Information” shall refer to any and all information in any form that is marked as confidential or
would by its nature be deemed confidential and is obtained by Bidder in connection with this Solicitation, including
but not limited to the data or records of the Lead State, the Multistate Sourcing Team, NASPO, or NASPO
ValuePoint.
“Contractor” shall refer to a Bidder with whom the Lead State executes a Master Agreement resulting from this
Solicitation.
“Day” shall refer to a calendar day, unless otherwise indicated.
“Deliverable” shall refer to a good, product, service, solution, result, labor, or other effort being sought through
this Solicitation.
Solicitation 23420 – Business Consulting Services PAGE 10
“Interested State” shall refer to a state that has requested to be identified as a potential Participating Entity in
this Solicitation.
“Lead State” shall refer to the State issuing this Solicitation.
“Master Agreement” shall refer to a contract, resulting from this Solicitation, that is executed by and between a
successful Bidder and the Lead State, acting in collaboration with NASPO ValuePoint as described herein.
“Multistate Sourcing Team” shall refer to the group of individuals assisting the Lead State with solicitation and
contracting activities, which may include but are not limited to development of this Solicitation, evaluation of
proposals, and evaluation of Contractor performance.
“MWBE” shall refer to a business certified with NYS Empire State Development (“ESD”) as a Minority- and/or
Women-owned Business Enterprise.
“NASPO” shall refer to the National Association of State Procurement Officials.
“NASPO ValuePoint” shall refer to the cooperative contracting division of NASPO.
“NYS Holidays” shall refer to the legal holidays for State employees in the classified service of the executive
branch, as more particularly specified on the website of the NYS Department of Civil Service. This includes the
following: New Year’s Day; Dr. Martin Luther King, Jr. Day; Washington’s Birthday (observed); Memorial Day;
Juneteenth; Independence Day; Labor Day; Columbus Day; Veterans’ Day; Thanksgiving Day; and Christmas
Day.
“NYS Vendor ID” shall refer to a unique ten-character identifier issued by the NYS Office of the State Comptroller
(OSC) when the vendor is registered on the Vendor File System.
“OGS” shall refer to the New York State Office of General Services.
“Participating Addendum” shall refer to a contract, referencing a Master Agreement, that is executed by and
between a Contractor and a Participating Entity and may include Participating Entity-specific requirements and
terms.
“Participating Entity” shall refer to a state, or another entity authorized to enter into a Participating Addendum,
that executes a Participating Addendum with a Contractor.
“Preferred Source Products” shall refer to those Products that have been approved in accordance with New
York State Finance Law § 162.
“Preferred Source Program” shall refer to the special social and economic goals set by New York State in State
Finance Law § 162 that require a governmental entity purchase select Products from designated organizations
when the Products meet the “form, function and utility” requirements of the governmental entity. Under State
Finance Law § 163, purchases of Products from Preferred Sources are given the highest priority and are exempt
from the competitive bidding requirements. The New York State Preferred Sources include: The Correctional
Industries Program of the Department of Corrections and Community Supervision (“Corcraft”); New York State
Preferred Source Program for People Who Are Blind (“NYSPSP”); and the New York State Industries for the
Disabled (“NYSID”). These requirements apply to State Agencies, political subdivisions and public benefit
corporations (including most public authorities).
“Procurement Services” shall refer to a business unit of OGS, formerly known as New York State Procurement
(“NYSPro”) and Procurement Services Group (“PSG”).
“Products” shall refer to items under any Solicitation or Contract and may include commodities, services, and/or
technology.
Solicitation 23420 – Business Consulting Services PAGE 11
“Proposal” or “Bid” shall refer to the document(s), data, information, and other media submitted by a Bidder in
response to this Solicitation, including information submitted directly through the Solicitation Website and
information submitted after the Bid Opening Date at the request of the Lead State.
“Purchasing Entity” shall refer to a state, or another entity authorized to use a Participating Addendum, that
issues an Order under a Master Agreement resulting from this Solicitation through a Participating Entity’s
Participating Addendum.
“SDVOB” shall refer to a NYS-certified Service-Disabled Veteran-Owned Business.
“RFP” or “Solicitation” shall refer to this request for proposals, including all attachments and exhibits and any
information posted by the Lead State to the Solicitation Website, as amended.
1.12 Appendices and Attachments
The following appendices and attachments, attached hereto, are hereby expressly made a part of this Solicitation
as fully as if set forth at length herein.
Appendix A – Standard Clauses for New York State Contracts (June 2023)
Appendix B – [Intentionally Omitted]
Appendix C – Federal Funding Agency Mandatory Terms and Conditions (October 2023)
Appendix C-AI – Standard Terms for AI Purchases for NY
Attachment 01 – Scope of Work
Attachment 02 – Sample Master Agreement
Attachment 03 – Participation Information
Attachment 04 – Bidder Information Questionnaire
Attachment 05 – Bidder Response Worksheet
Attachment 05a – RFP Evaluation Plan
Attachment 06 – Cost Proposal
Attachment 07 – NYS Required Certifications
Attachment 08 – Encouraging Use of New York State Businesses in Contract Performance
Attachment 09 – Insurance Requirements
Attachment 10 – Bidder Submission Checklist
Attachment 11 – Bidder Question Form
Attachment 12 – Report of Contract Usage
Attachment 13 – Certification Under Executive Order No. 16
Attachment 14 – Contractor and Reseller/Distributor Information Sheet
Attachment 15 – New York State Participating Addendum
1.13 Conflict of Terms
Conflicts among the documents shall be resolved in the following order of precedence for this Solicitation:
1. Appendix A – Standard Clauses for New York State Contracts (June 2023);
2. Appendix C – Federal Funding Agency Mandatory Terms and Conditions (October 2023);
Solicitation 23420 – Business Consulting Services PAGE 12
3. Attachment 15 – New York State Participating Addendum
4. The Solicitation;
5. All other appendices and attachments to the Solicitation;
2. BIDDER QUALIFICATIONS
Bidder is advised that the Lead State’s intent in having the requirements listed below is to ensure that only
qualified and reliable Contractors perform the work of the resulting Contract. Bidder shall have the burden of
demonstrating to the satisfaction of Procurement Services that it can perform the work required. Procurement
Services retains the right to request any additional information pertaining to the Bidder's ability, qualifications,
financial capacity, financial stability, and procedures used to accomplish all work under the resulting Contract as it
deems necessary to ensure safe and satisfactory work. Bidders are expected to possess deep expertise and
resources in the categories (and subcategories) for which they are submitting a proposal. A Bidder shall meet the
following qualifications:
A. For each category that Bidders are proposing, they shall provide two (2) examples of projects delivered to
public entities, within the past five (5) years, that demonstrate their ability to provide services. For each
project, Bidders are required to:
i. Provide contact information;
ii. Start and end date for the project; and
iii. Project description.
B. Bidders must propose a lead to be assigned to the Contract resulting from this Solicitation. The lead must
have a minimum of five (5) years of experience leading public sector engagements. Bidders are required
to provide a detailed resume for the proposed lead.
C. For Bidders to participate in any category of the MWBE & SDVOB Lot they must be a NYS certified
MWBE and/or certified SDVOB at the time of the Bid Opening.
Bidders will indicate their abilities to meet the requirements of this RFP and the RFP’s Scope of Work by
responding to Attachment 05, Bidder Response Worksheet. These responses listed in the Bidder Response
Worksheet will be evaluated.
3. SPECIFICATIONS
There are no specifications for the Contract. Authorized Users/Purchasing Entities shall provide specifications for
each purchase when requesting a quote from the Contractors, and with the resultant Purchase Order; however,
Bidders shall make the resources stated in Attachment 01, Scope of Work, Section 3 – Service Delivery &
Assurance available to specific engagements.
4. BID SUBMISSION (How to Respond)
4.1 Performance and Bid Bonds
There are no bonds for this Solicitation. The Commissioner of OGS has determined that no performance,
payment or Bid bond, or negotiable irrevocable letter of credit or other form of security for the faithful performance
of the Contract is required at any time during the term of the resulting Contract.
4.2 NYS Vendor File Registration
Prior to being awarded a Contract pursuant to this Solicitation, the Bidder and any authorized resellers who
accept payment directly from the State, must be registered in the New York State Vendor File (Vendor File)
Solicitation 23420 – Business Consulting Services PAGE 13
administered by the Office of the State Comptroller (OSC). This is a central registry
- Bid Number
- 23420
- Cat Review
- At
- Aug 4, 2026
- Method
- openrouter
- Taxonomy
- construction
- Ogs Detail
- Files
- Name
- Solicitation Update #1
- Name
- Solicitation Update #2
- Name
- Solicitation Update #3
- Name
- Solicitation Update #4
- Name
- Solicitation Update #5
- Name
- Response to Bidder Questions
- Name
- Appendix A – Standard Clauses for New York State Contracts (June 2023)
- Name
- Appendix C – Federal Funding Agency Mandatory Terms and Conditions (October 2023)
- Name
- Appendix C-AI – Standard Terms for AI Purchases for NYS
- Name
- Attachment 1 – Scope of Work
- Name
- Attachment 2 – Sample Master Agreement
- Name
- Attachment 3 – Participation Information
- Name
- Attachment 4 – Bidder Information Questionnaire
- Name
- Attachment 5 – Bidder Response Worksheet
- Name
- Attachment 5a – RFP Evaluation Plan
- Name
- Attachment 6 – Cost Proposal
- Name
- Attachment 7 – NYS Required Certifications
- Name
- Attachment 8 – Encouraging Use of New York State Businesses in Contract Performance
- Name
- Attachment 9 – Insurance Requirements
- Name
- Attachment 10 – Bidder Submission Checklist
- Name
- Attachment 11 – Bidder Question Form
- Name
- Attachment 12 – Report of Contract Usage
- Name
- Attachment 13 – Certification Under Executive Order No. 16
- Name
- Attachment 14 – Contractor and Reseller/Distributor Information Sheet
- Name
- Attachment 15 – New York State Participating Addendum
- Group Number
- 71022
- Categorized By
- llm
- Detail Fetched
- Yes
- Bid Opening Date
- Aug 26, 2026
NYS Office of General ServicesIssuing agency·Albany, NY·via the NYS Office of General Services Procurement Services