The Dormitory Authority State of New York (DASNY) is soliciting proposals from qualified firms with relevant experience to serve as Financial Advisors for DASNY. Services anticipated to be provided by the Financial Advisor may include: (i) identifying DASNY process and program changes; (ii) assessing pricing and marketing initiatives; and (iii) identifying new initiatives.
DASNY is also soliciting proposals from qualified firms with relevant experience to serve as Swap Advisors in connection with the use by the Authority of Interest Rate Exchange Agreements. Services anticipated to be provided by the Swap Advisor may include: (i) providing ongoing assistance and advice regarding the mark-to-market value of swaps which have been executed by the Authority; and (ii) advising and assisting with the implementation of any negotiated or competitive process for the procurement, termination or modification of swaps.
Firms interested in responding to this solicitation may access the RFP and related documents from DASNY’s website at http://www.dasny.org/rfp-bidopportunities-solicitations/professionalservices/new.aspx or www.dasny.org / RFP & BID Opportunities / Professional Services / New Opportunities / 498 Financial Advisors & Swap Advisors / Attachments / Additional Content / Request for Proposal (RFP) Table of Contents. The deadline for responses to the RFP is 5:00pm on June 27, 2017. Responses received after this date will not be accepted.
Clarification of the 0% sub-contracting goals referenced below:
It is the goal of DASNY to encourage participation by qualified certified Minority and Women-Owned Business Enterprise (MWBE) firms. DASNY has established an aspirational goal of 30% of the total amount of fees paid by DASNY annually. DASNY intends to meet the 30% goal in two ways: (1) DASNY selects qualified MWBE firms to serve on our panel, and/or (2) DASNY selects a non-MWBE firm that has an MWBE joint venture, other strategic partnership or subcontracting relationship that can account for a percentage of the consulting fees.
In accordance with State Finance Law § 139-j and § 139-k, this solicitation includes and imposes certain restrictions on communications between Dormitory Authority personnel and an Offerer during the procurement process. The designated staff for this procurement is Nicole White, RFP Coordinator (ph: 518-257-3667, Email: [email protected]). Contacts made to other Dormitory Authority personnel regarding this procurement may disqualify the Offerer and affect future procurements with governmental entities in the State of New York. Please refer to the Authority’s website (www.dasny.org) for Authority policy and procedures regarding this law, or the OGS website (www.ogs.state.ny.us/aboutogs/regulations/defaultAdvisoryCouncil html) for more information about this law. All proposers, domestic and foreign, must be in compliance with New York State business registration requirements. Contact the NYS Department of State regarding compliance. In addition, business entities proposing to provide professional engineering services must obtain a Certificate of Authorization to Provide Engineering Services in New York State from the State Education Department. Proposals must be submitted in the full legal name of the proposer, or the full legal name plus a registered assumed name of the proposer, if any.
Primary Contact
Submit To Contact
Company Name | Contact Name | Phone | Website | Fax | Designation | Goods/Services | |
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Aeron Management LLC | Brian Taylor | 8772943330 | [email protected] | aeronmanagement.com |
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Business consulting, real estate mortgages, purchase and sale of real estate | |
all solutions inc | nalit patel | 9735359100 | [email protected] | www.aecsi.com | 9733064479 |
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IT Infrastructure assessment, software licensing, installation configuration, migration, consolidation of data center, servers, routers, switches, blades, desktops, notebooks, antivirus, encrypt data, manage database, cloud migration, training, VMware, citrix, gemalto,symantec, cisco, hp, dell, Lenovo, RSA Adobe SAP, Oracle publishers. |
antoine cole consulting | Erica Antoine-Cole | 9172950587 | [email protected] |
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Bookkeeping, HR, Payroll, Accounting, pension, credit control | ||
Better Local Business Agency LLC | Mark Hayles | 9176343051 | [email protected] | www.mwbecloud.com |
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Business Development / Capacity Building Contract Management for Small Business Back Office Service for Small Businesses Technical Assistance - Construction compliance, Site Management, Construction Administration Technology Development Procurement Management Services | |
Cantor Fitzgerald | Traci Salinas | 8019495277 | [email protected] | cantor.com | Broker Dealer | ||
Cassaberry Consuting LLC | Trevor Cassaberry | 718 635 0585 | [email protected] | Cassaberry.com | Construction Inspection: CCTV Preventative Maintenance (ITS) VMS Preventative Maintenance (ITS) Electrical Power Repair Fiber Optic Repair (ITS) IP CCTV Installation (ITS) Electrical Pullbox Repair Fiber Optic Pullbox Repair (ITS) Minihub Installation (ITS) Highway Pavement Repair Overhead Conduit Installation/Repair Underground Conduit Installation/Repair Corporate Consulting: Business Consulting, Investment Consulting, Negotiation Consulting |
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Clarity BidRate Alternative Trading System | Theresa Gallagher | 2128675326 | [email protected] | www.claritybid.com | 2128678529 | Electronic trading/bidding platform to price and trade variable rate demand obligations | |
Cluster Construction Consulting, LLC dba Foresee Consulting | John Salimbene | 703.850.1186 | [email protected] | www.4cteam.com | Evaluation, Discovery, and System Recommendations Oracle Primavera and Oracle Unifier Project Management Oracle Facility Management System |
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Dataflow | Michael T. Burrows | 5188177314 | [email protected] | www.godataflow.com | 5184493068 |
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Printer, large format printing, small format printing, construction drawing, architectural drawing, wall graphics, trade show displays, banners, retractable banner stands, informational signage, window graphics, window perfs, business cards, flyers, brochures, stickers, vinyl lettering, signage, compnay branding, effective document solutions, scanning and archiving, construction management software, file sharing, project portals, blue prints, my visual asset, job site signage. We also sell printers and printing supplies. |
Donia + Associates LLC | Donia Piersaint | 6469631141 | [email protected] |
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Site Safety, Cost Estimating, Project Scheduling, Project Management, Contract Staffing | ||
Energy Infrastructure Partners | Renwick Paige | 6464172390 | [email protected] | www.energyinfrapartners.com/ |
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Project Finance, Energy efficiency programs, other programs, Marketing research, Infrastructure Finance and Strategy, Business Development, | |
Guidon Financial, LLC | Matthew Lawrence | 732-895-6779 | [email protected] | www.guidonfinancial.com |
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HSE contractors | jack robinson | 6462029313 | [email protected] | www.hsecontractors.com | renovations, buildings , recreation, demolitions, construction. | ||
Hybridge Contracting & Maintenance Corp | Miriam Rodriguez or Adriana Mogrojeo | 7185522895 | [email protected] | 7185522900 |
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General Construction, Painting, tiling, cabinets installation, roofing, brick pointing, sidewalk, interior work, ceramic tiles plumbing, electrical, etc | |
Hybridge Contracting & maintenance Corp | Miriam Rodriguez | 7185522895 | [email protected] | 7185522900 |
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Kitchen and Bathrooms, Painting, tiling, all interior work | |
JP Morgan | |||||||
Marylou Website | 4077980337 |
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NYC TOP BUILDING MANAGEMENT, INC | PATRICE JORDAN | 212-381-0675 | [email protected] | WWW.NYCTBM.COM |
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FIRE GUARD / FIRE WATCH | |
Penda Aiken, Inc. | Penda Aiken | 7186434880 | [email protected] | pendaaiken.com | 7186439573 |
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Premier Management Corporation | Dezshanae Grayson | 4436563550 | [email protected] | www.premgtcorp.com | 4436563570 |
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Cyber Security, Information Technology, Acquisition support, Contract Management, Logistics, |
Prime Vendor Inc. | Laurie Melnick | 8007469554 | [email protected] | Consulting | |||
RiverStone Associates, LLC | Monty Brinkley | 7706567820 | [email protected] | www.riverstone-us.com | 7708408666 |
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RiverStone Associates is an emerging professional services firm that provides internal auditing and risk management services to businesses and organizations of all sizes, ranging from start-ups to large public companies, non-profit organizations, and government agencies. Areas of focus include: Financial Modeling & Model Validations, Fraud Investigations, Capital Markets & Structured Transactions, FAS 133 (Accounting for Derivatives), Internal Audit, Regulatory Compliance, Risk Management, Process Improvement, Financial Restatements, Vendor Management, and Policy and Procedure Development. |
Robert W. Baird & Co. Incorporated | Lawrence J Richardson | 312-60904979 | [email protected] | www.rwbaird.com | 414-298-7354 |
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Financial Services |
Royal Builders Group, Inc | Ramani Mariappan(Priya) | 3472559002 | [email protected] | 7182285663 |
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Shed, Scaffold, Demolition, Asbestos Inspections and Abatement | |
Tribal Capital Markets, LLC | Vernon Gatling | 6466188965 | [email protected] |
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Investment Banking, Sales & Trading | ||
VantagePoint Benefit Administrators | Mark DeRosa | 5165992120 | [email protected] | www.vantagepointbenefit.com | 5165993135 | Insurance Broker, Health Insurance, Pre-Tax Reimbursement Plans, Employee Benefits, Health Savings Accounts, Flexible Spending Plans, CDHP, Consumer-directed health plans, Health Reimbursement Arrangements, ACA Consultant, COBRA Administration, Commuter Reimbursement, ACA Reporting, Investment advisory | |
Yoruk Development Company | Yilmaz Yoruk | 5852728204 | [email protected] | http://www.yorukdev.com/ | 5852721529 | Construction and development, Property management, Interior demo and buildout. Over 20 years of residential (homes and multifamily) and commercial (retail and professional office) development in Rochester, North Carolina, and abroad. | |
Zions Bank | Eric Mitzel | 4122080172 | [email protected] | www.zionsbank.com | 8558500865 | Trustee, Paying Agent, Escrow Agent, Fiscal Agent, Custodian, Purchaser, Issuing Agent |
Firms responding to Request for Proposal (RFP).
RfpNo | ProposalDueDate | FirmName | Address1 | address2 | City | statecode | ZIP5 | ContactPerson | PhoneNumber | |
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498 | 6/27/2017 | Hilltop Securities Inc | 1201 Elm Street | Dallas | TX | 75270 | Steven Kantor | (214) 953-4020 | [email protected] | |
498 | 6/27/2017 | Lamont Financial Services Corporation | 30 Two Bridges Road | Suite 205 | Fairfield | NJ | 07004 | Renee Boicourt | (973) 200-8717 | [email protected] |
498 | 6/27/2017 | Mohanty Gargiulo LLC | 100 Park Ave, Suite 1600 | New York | NY | 10017 | Seema Mohanty | (212) 300-3327 | [email protected] | |
498 | 6/27/2017 | Municipal Resource Advisors, LLC | 20 S. Charles Street, Suite 400 | Baltimore | MD | 21202 | James Redd, Jr. | (410) 486-0160 | [email protected] | |
498 | 6/27/2017 | NW Financial Group, LLC | 2 Hudson Place, 3rd Floor | Hoboken | NJ | 07030 | Dennis Enright | (201) 656-0115 | [email protected] | |
498 | 6/27/2017 | Optimal Capital Group, LLC | 1500 Market Street, 12th Floor - E Tower | Philadelphia | PA | 19102 | Mark Salimena | (215) 246-3438 | [email protected] | |
498 | 6/27/2017 | Public Resources Advisory Group Inc. | 39 Broadway, Suite 1210 | New York | NY | 10006 | John Schopfer | (212) 380-5293 | [email protected] | |
498 | 6/27/2017 | Rockfleet Finanical Services, Inc. | 420 Lexington Avenue, Suite 300 | New York | NY | 10170 | Catherine Corrigan | (212) 257-2184 | [email protected] | |
498 | 6/27/2017 | Swap Financial Group | 135 West 50th Street, 20th Floor | New York | NY | 10020 | Nathaniel Singer | 858-412-3936 | [email protected] | |
498 | 6/27/2017 | The PFM Group | 40 Wall Street, 49th Floor | New York | NY | 10005 | Tracey Keays | (212) 809-4212 | [email protected] |
The Contractor listed below has been awarded the Contract for the above listed Project as of the date provided.
RfpNo | AwardDate | FirmName | Address1 | address2 | City | statecode | ZIP5 | ContactPerson | PhoneNumber | |
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498 | 1/14/2020 | Hilltop Securities Inc | 1201 Elm Street | Dallas | TX | 75270 | Steven Kantor | (214) 953-4020 | [email protected] | |
498 | 1/14/2020 | Lamont Financial Services Corporation | 30 Two Bridges Road | Suite 205 | Fairfield | NJ | 7004 | Renee Boicourt | (973) 200-8717 | [email protected] |
498 | 1/14/2020 | Mohanty Gargiulo LLC | 100 Park Ave, Suite 1600 | New York | NY | 10017 | Seema Mohanty | (212) 300-3327 | [email protected] | |
498 | 1/14/2020 | Optimal Capital Group, LLC | 1500 Market Street, 12th Floor - E Tower | Philadelphia | PA | 19102 | Mark Salimena | (215) 246-3438 | [email protected] | |
498 | 1/14/2020 | Public Resources Advisory Group Inc. | 39 Broadway, Suite 1210 | New York | NY | 10006 | John Schopfer | (212) 380-5293 | [email protected] | |
498 | 1/14/2020 | Swap Financial Group | 135 West 50th Street, 20th Floor | New York | NY | 10020 | Nathaniel Singer | 858-412-3936 | [email protected] | |
498 | 1/14/2020 | The PFM Group | 40 Wall Street, 49th Floor | New York | NY | 10005 | Tracey Keays | (212) 809-4212 | [email protected] |