Residential Energy Improvement Loan Origination Services (RFP 4541)

Due Date:  10/04/2021  (Round 1)


The purpose of this request is for NYSERDA to select a firm or a teaming arrangement of firms  that are qualified to provide loan origination services.  These services would be related residential energy improvement loans to New York State residents under NYSERDA’s Green Jobs – Green New York (“GJGNY”) Loan Program.  Services requested include but may not be limited to:
  • Accepting and processing applications for loans through an on-line application system;
  • Qualifying applicants pursuant to NYSERDA’s loan underwriting standards;
  • Determining applicant interest rate and eligibility for loan products;
  • Preparation and execution of consumer loan agreements in conformance with federal and state laws and regulations;
  • Making advance payments and loan disbursements to eligible Contactors for eligible loans; and
  • Providing communications and reports to applicants, contractors, and NYSERDA. 

NYSERDA shall provide the Originator with funds from which payments are to be made, with the fund to be periodically replenished.   The contract term shall be for a period of five (5) years.  Additional time and funding may be added at NYSERDA’s discretion. 


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