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C140405 - Banking Services Request for Proposals


The WCB, with the assistance of the New York State Department of Taxation, Division of Treasury ("Treasury"), is seeking proposals from experienced and qualified financial institutions, authorized to do business in New York State, to provide general banking services for the WCB as further detailed in this RFP. Any resulting Contract will be between the WCB and the selected Bidder. The selected Bidder will be required to cooperate with the Treasury and/or the New York State Statewide Financial System ("SFS") on matters related to the performance of services under the resulting Contract.

The selected Bidder will enter into an agreement with WCB for the purpose of providing the following services:

RFP C140405 WCB Banking Services - Amended 3.11.22

Banking Services _RFP Bid Solicitation Update 3.11.22

Appendix A - Standard Clauses for New York State Contracts

Appendix B - Extraneous Terms Form (Word)

Appendix C - State of New York Undertaking for Bank Deposits and Assignment of Securities (Word)

Attachment A - Notice of Intent to Bid Form (Word)

Attachment B - Inquiries Template (Excel)

Attachment C - Forms and Information

Attachment D - Intentionally Omitted

Attachment E - Intentionally Omitted

Attachment F - EO177 Certification (Word)

Attachment G - Affirmation of Sexual Harassment Prevention Policy (Word)

Attachment H - SFS Exhibit

Attachment I - Bidder's Certified Statements (Word)

Attachment J - Service Requirements and Options Response Table (Word)

Attachment K - Fee Proposal (Excel)

Q & A Official Responses to WCB RFP C140405

Q & A Official Responses to WCB RFP C140405 Attachments