Insurance Compliance and Monitoring

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Drupal\Core\StackMiddleware\ReverseProxyMiddleware->handle() (Line: 51)
Drupal\Core\StackMiddleware\NegotiationMiddleware->handle() (Line: 36)
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Drupal\Core\Entity\Sql\SqlContentEntityStorage->mapFromStorageRecords() (Line: 428)
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Drupal\Core\Entity\EntityStorageBase->loadMultiple() (Line: 1654)
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Solicitation #:1509

Issue Date:01/29/2018

Proposal Due:02/28/2018 - 5:00 PM

Classification:Professional Services

Type:Request for Proposal (RFP)

Status:Archived

Contract Terms

2 years

Location Where Goods to be Delivered or Service Performed

515 Broadway, Albany, New York

Ad Notice

DASNY seeks proposals from entities capable of providing efficient review of insurance submittals provided by external consultants, contractors and landlords for compliance with DASNY’s contract terms and conditions. Additionally, the selected vendor shall provide tracking of renewals and expirations, correspond with consultants, contractors and landlords on behalf of DASNY to resolve compliance deficiencies and provide a cloud or internet based software platform to manage insurance compliance data.

DASNY seeks to engage a responsible firm to provide insurance review and compliance monitoring services for approximately 1500 contracts per year. The selected vendor will be required to perform the following services:
a. Obtain contract level proof of insurance from DASNY contractors/consultants
b. Review additional insured endorsements
c. Review and monitor renewal documents

The selected vendor should meet or exceed the following requirements:
• Vendor has a fully developed product, already available in the marketplace;
• Vendor has provided similar scope of services to entities of similar size and complexity;
• Vendor employs experienced staff with through knowledge of insurance compliance and tracking;
• Offers initial compliance review decisions in under five (5) calendar days;
• Offers a portal for access to DASNY’s compliance data;
• Offers electronic submission of documents directly from DASNY vendors.

The selected vendor must also acknowledge the following:
Any Contract resulting from this Solicitation may be extended to additional jurisdictions in accordance with State Finance Law Section 163((10)(e) upon mutual written agreement between New York State and the and the Contractor. New York State reserves the right to negotiate additional discounts based on any increased volume generated by such extensions.

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 Stacie Bennett, RFP Coordinator (ph: 518-257-3309, 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.

Contacts

Primary Contact

Stacie Bennett

RFP coordinator

Dormitory Authority of the State of New York

Procurement

515 Broadway

Albany, NY 12207-2964

United States

Phone: 518-257-3309

Email: [email protected]

Submit To Contact

Stacie Bennett

RFP coordinator

Dormitory Authority of the State of New York

Procurement

515 Broadway

Albany, NY 12207-2964

United States

Phone: 518-257-3309

Email: [email protected]

Attachments

Documents

1. RFP Instructions.pdf192.91 KB

2. Scope of Work.docx31.16 KB

3. Code of Business Ethics - Certification.docx25.39 KB

4. NYS Vendor Responsibility Questionnaire.doc236.5 KB

5. W-9.pdf 2017 version.pdf127.55 KB

6. Procurement Lobbying Law - Certification.docx23.17 KB

7a. Sample Insurance Certificate.pdf68.96 KB

7b. Sample Insurance Requirements.pdf307.93 KB

8. Diversity Questionnaire.doc137 KB

Insurance Compliance and Monitoring #1509 RFP Questions and Answers.pdf248.37 KB

Interested Subs / Suppliers

Company Name	Contact Name	Phone	Email	Website	Fax	Designation	Goods/Services
Arc Tec	Kim Genduso	7189829274	[email protected]		7189829265	Women Owned Business (WBE) NYS Certified Women Owned Business (NYS-Cert. WBE) Disadvantaged Business Enterprise (DBE) Equal Employment Opportunity (EEO)	Supplier, Construction Subcontractor to a variety of city agencies - Supplying all types of various commodities ex. valves, Refrigerators, Construction Materials, Volume Wholesaler - Truckloads Of Various Commodities From Bagged Concrete To Medical Refrigerators, Specialty Contractor/ Welding/ Welder Fabricator/ Structural Steel Fabrication & Installation, Fencing Maintenance - Chain-link, Steel Etc. , Construction, Renovation, Complete Gut & Remodel - Private Sector, Fabrication & Installation Of Structural Steel/ Misc. Metals, Ornamental Iron, General Contractor
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
Commercial Insurance Consultants	Gina Teresi	716-632-4442	[email protected]	https://www.insconsultants.com		Equal Employment Opportunity (EEO)	For CIC's Third Party Insurance Compliance and Monitoring services, our team performs a methodical, industry specific series of examinations detailing third party insurance requirements, renewals and compliance. This overarching evaluation protects businesses from oversight.
CSit Group	CSit Group	(828) 233-5750	[email protected]	www.certifitrac.com
Donia + Associates LLC	Donia Piersaint	6469631141	[email protected]			Minority Owned Business (MBE) Women Owned Business (WBE) NYS Certified Minority Owned Business (NYS-Cert. MBE) NYS Certified Women Owned Business (NYS-Cert. WBE) Equal Employment Opportunity (EEO)	Site Safety, Cost Estimating, Project Scheduling, Project Management, Contract Staffing
Guidon Financial, LLC	Matthew Lawrence	732-895-6779	[email protected]	www.guidonfinancial.com		Service Disabled Veteran Owned Business (SDVOB) NYS Certified Service Disabled Veteran Owned Business (NYS Cert. SDVOB)
hnsenterprises	Sharon Soltau	718-712-0382	[email protected]		718-723-8766	Minority Owned Business (MBE) Women Owned Business (WBE)	Trucking
Institute for Building Technology and Safety	Janelle McCoy	646-241-6103	[email protected]	www.ibts.org			Special inspections, materials testing, construction management
J P West Inc	Eileen Frank	212 461 2261	[email protected]	JPWest.com	212 461 2263	Minority Owned Business (MBE) Women Owned Business (WBE)	Insurance Brokerage and Risk Management Support
Marsh	Robert Reardon	716-529-9732	[email protected]	www.marsh.com		Equal Employment Opportunity (EEO)
Marylou Website		4077980337				Minority Owned Business (MBE) Women Owned Business (WBE) Service Disabled Veteran Owned Business (SDVOB) NYS Certified Minority Owned Business (NYS-Cert. MBE) NYS Certified Women Owned Business (NYS-Cert. WBE) NYS Certified Service Disabled Veteran Owned Business (NYS Cert. SDVOB) Disadvantaged Business Enterprise (DBE) Equal Employment Opportunity (EEO)
MPS SOLUTIONS INC	STAVROULA MASSURIDIS	7187777722	[email protected]	WWW.MASSURIDIS.COM	718-777-7724	Women Owned Business (WBE) NYS Certified Women Owned Business (NYS-Cert. WBE)	Construction Project Management: • Project Management • On-site Supervision • Project Scheduling • Budgeting • Monitoring & Reporting Progress • Resolution of On-site Changes Accounting: • Payroll Services • Financial Statements • Financial Consulting • Tax Prep and Audit Services Insurance Services: • General Liability Products • Workers Comp Insurance • Commercial & Private Auto • All Insurance Audits
NVT CPA PLLC	Nick Tsismenakis	15162408400				Service Disabled Veteran Owned Business (SDVOB)
NYC TOP BUILDING MANAGEMENT, INC	PATRICE JORDAN	212-381-0675	[email protected]	WWW.NYCTBM.COM		Minority Owned Business (MBE) Women Owned Business (WBE) NYS Certified Minority Owned Business (NYS-Cert. MBE) NYS Certified Women Owned Business (NYS-Cert. WBE)	FIRE GUARD / FIRE WATCH
Penda Aiken, Inc.	Penda Aiken	7186434880	[email protected]	pendaaiken.com	7186439573	Minority Owned Business (MBE) Women Owned Business (WBE) NYS Certified Minority Owned Business (NYS-Cert. MBE) NYS Certified Women Owned Business (NYS-Cert. WBE) Equal Employment Opportunity (EEO)
Risk Toolbox, Inc.	Martin Mick	8557475866	[email protected]	https://docutrax.com	973-585-4430		Certificate of insurance collection, compliance evaluation and verification, monitoring, reporting and compliance document management for public and private businesses and public entities. Work with large REITs, extensive work in NYC with commercial real estate and construction firms.
USI Insurance Services	Jeffrey J Johnston	212 842-3634	[email protected]	www.USI.com			insurance brokerage and claim services
Zone24x7 Inc.	Jamie	4082688589	[email protected]	Zone24x7		Minority Owned Business (MBE) Women Owned Business (WBE)

Short List

Firms responding to Request for Proposal (RFP).

RfpNo	ProposalDueDate	FirmName	Address1	address2	City	statecode	ZIP5	ContactPerson	PhoneNumber	Email
1509	2/28/2018	Commercial Insurance Consultants, Inc.	217 West Main Street		Rochester	NY	14614	Commercial Insurance Consutlants, Inc.	(585) 314-6181	[email protected]
1509	2/28/2018	DKM Insurance Agency, Inc.	One Rabro Drive		Hauppauge	NY	11788	DKM Insurance Agency, Inc.	(631) 363-5200	[email protected]
1509	2/28/2018	Ebix Inc	Dept #40346	PO Box 2153	Birmingham	AL	35287	Ebix	(678) 281-2020	[email protected]
1509	2/28/2018	Insurance Tracking Services, Inc.	400 Oceangate, Suite 450		Long Beach	CA	90802	Insurance Tracking Services, Inc.	(888) 435-2955	[email protected]
1509	2/28/2018	MPS Solutions, Inc.	45-15th Avenue		Astoria	NY	11103	MPS Solutions, Inc.	(718) 777-7722	[email protected]
1509	2/28/2018	myCOI, LLC	445 N Pennsylvania, Suite 250		Indianapolis	IN	46204	myCOI, LLC	(317) 759-9426	[email protected]
1509	2/28/2018	Risk Toolbox, Inc.	8 Wood Hollow Road, Suite 201		Parsippany	NJ	07054	Risk Toolbox, Inc.	(855) 747-5866	[email protected]

Awards

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	Email
1509	1/8/2019	Ebix Inc	Dept #40346	PO Box 2153	Birmingham	AL	35287	Ebix	(678) 281-2020	[email protected]

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