Investment Management Software

The Dormitory Authority of the State of New York (DASNY) seeks proposals from software vendors who offer Investment, Risk Management and Compliance (for example, authorization limits, collateral monitoring, calculation of market values, alerts when certain criteria are met) modules with agile reporting capability in a secure platform that will include software implementation services, ongoing training and technical support.

A Cloud-based system can either be Software-as-a-Service (“SaaS”) or Software-as-a-Product (“SaaP”) and should accommodate a minimum of 40 users. While a cloud-based system is preferred, DASNY will consider on-premises alternatives.

DASNY will also consider Cash Management and Accounting modules as an ancillary service that would complement the Investment System.  The Cash Management system would be used to coordinate cash position, maturities, disbursements across multiple financial institutions; coordinate wire transfers, and the sale and purchase of securities executed through the Bloomberg Terminal. The Accounting module would be used for confirmation and/or posting of cash receipts and interfacing with our accounting system, JD Edwards World.

All information regarding eligibility, qualification requirements and preferences is available in the attached Request for Proposal (RFP). The RFP will be the only source for this information.

It is the goal of DASNY to encourage participation by qualified certified Minority, Woman and Small Business Enterprises (MWSBE) and Services-Disabled Veteran-Owned Businesses (SDVOB) as part of your team to the maximum extent Veteran-Owned Businesses (SDVOB) as part of your team to the maximum extent practical and consistent with legal requirements.

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 Jacqueline McGovern (ph: 518-257-3333, Email: UpstateRFPCoordinator@dasny .org). 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.

 

Submit To Contact

Jacqueline McGovern

Senior Contract Administrator

DASNY

Procurement

515 Broadway

Albany, NY 12207

United States

Phone: (518) 257-3333

Fax: (518) 257-3955 (fax)

Email: [email protected]

Technical Contact

Jacqueline McGovern

Senior Contract Administrator

DASNY

Procurement

515 Broadway

Albany, NY 12207

United States

Phone: (518) 257-3333

Fax: (518) 257-3955 (fax)

Email: [email protected]

Company Name	Contact Name	Phone	Email	Website	Fax	Designation	Goods/Services
Akeno LLC	Vijay Balavari	518-898-8816	[email protected]	www.akenoit.com		Women Owned Business (WBE)	IT consulting services and networking process works
Anchor Contracting	Joseph Rivera	845-616-1687	[email protected]			Service Disabled Veteran Owned Business (SDVOB)
Ann Enterprises Inc	Ann Jacob	8452181000	[email protected]	www.annsolutions.com	9143572412	Minority Owned Business (MBE) Women Owned Business (WBE) NYS Certified Minority Owned Business (NYS-Cert. MBE) NYS Certified Women Owned Business (NYS-Cert. WBE)
AP Titan Development LLC	Alan Nystrom	516-517-2883	[email protected]	www.aptitan.net		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)	General Construction Concrete Foundations Site Work Deep Foundation Systems Demolition
Bedford Landscape Contractors LLC	Joseph Bedwell	17187020027	[email protected]			Minority Owned Business (MBE) Service Disabled Veteran Owned Business (SDVOB) NYS Certified Minority Owned Business (NYS-Cert. MBE) NYS Certified Service Disabled Veteran Owned Business (NYS Cert. SDVOB) Disadvantaged Business Enterprise (DBE)	Sitework
BES Service NY	Samuel Allen	7189155148	[email protected]	wwww.besservicesny.com		Minority Owned Business (MBE) Women Owned Business (WBE)
Bidding Enterprise	Mark Leegard	7187172729	[email protected]	https://www.biddingenterprise.com/	718-717-2730
Bradley & Barnett Agency	Michele B. Occhino, Esq.	8458038377	[email protected]	BradleyandBarnett.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)
Caren Insights And Beliefs		4195241638				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)
Chase Building Renovation	Wasiq	516-366-9992	[email protected]		5162697779
Clearwater Analytics	Kaitlin Friedman	2086094545	[email protected]	www.clearwater-analytics.com
CMI	Crystal McKenzie	2125984567	[email protected]	cminyc.com	2125984566	Minority Owned Business (MBE) Women Owned Business (WBE) NYS Certified Minority Owned Business (NYS-Cert. MBE) NYS Certified Women Owned Business (NYS-Cert. WBE) Disadvantaged Business Enterprise (DBE) Equal Employment Opportunity (EEO)	Wayfinding, Signage Systems, Public Outreach, CMI has three (3) operating units. 1) Experiential Graphic Design (EGD), Master Wayfinding System Services, 2) Public Outreach, POP, PIP, PIC, 3) Digital/Interactive, SEO, SEM, SMM.
Coletta Site		5136312077				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)
CS Scott. Enterprises Corp		7184270094	[email protected]				Medical Office renovation
ELLA O. GROUP	Bridgett R. Bland	8888988845	[email protected]	https://www.linkedin.com/company/ellaogroup		Minority Owned Business (MBE) Women Owned Business (WBE) Disadvantaged Business Enterprise (DBE) Equal Employment Opportunity (EEO)	CONSULTING, CONSTRUCTION
Engineering Solutions	Jeff Spivak	2128401030	[email protected]	engsolu.com			MEP, Life Safety systems engineering, Inspections for Mechanical, service water heating systems, related energy inspections
Estimators	Joe Williams	9724606115	[email protected]	www.firstestimator.com
Fantastic Views		2138368765				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)
Financial Sciences Corporation	Alf Newlin	2014512700	[email protected]	www.fisci.com
Finesse Creations	MAX SCHWARTZ	6464798900	[email protected]	finessecreations.com		Women Owned Business (WBE)	supplier, contractor, goods& services.
First Estimator	Joe Williams	9724606115	[email protected]	www.firstestimator.com
FIS	Allison Lange	312-925-6548	[email protected]	www.fisglobal.com
Giants Engineering, LLC (WBE)	Luciana Gardioli	6319839011	[email protected]	www.GiantsEngineering.com		Women Owned Business (WBE) NYS Certified Women Owned Business (NYS-Cert. WBE)	Structural Engineering Services
Hardee Brothers	Sydney O. Rodriguez	2128364317	[email protected]	hardeebrothers.com	9173223105	Minority Owned Business (MBE) Women Owned Business (WBE) NYS Certified Minority Owned Business (NYS-Cert. MBE) NYS Certified Women Owned Business (NYS-Cert. WBE)
Hemiunu Construction solutions LLC	Dina	646-823-5424	[email protected]	www.Hemiunu.org			New Construction Civil Work Concrete Superstructure Foundation Excavation SOE Renovation
KAYANDA LLC	Elizabeth Mwangaguhunga	646-283-0869	[email protected]	www.kayandallc.com
Kyriba	Joseph Pereira	5853546973	[email protected]	https://www.kyriba.com/		Equal Employment Opportunity (EEO)
MAXTECH SECURITY SYSTEMS USA CORP	Christopher Lickman	19177099427	[email protected]	https://maxtechsystems.com/			Installation of security system; Video Analytics; Security Assessment; Preventive Maintenance
Maxtech Security Systems USA Corp	Matthew Kwasniewski	917-755-9386	[email protected]	https://maxtechsystems.com/			Installation of security system; video Analytics; Security Assessment; Preventive Maintenance
Panagios MEP	Nikolas Panagiotopulos	3478395407	[email protected]	panagiosmep.com		Minority Owned Business (MBE)	Completed the installation of the mechanical system in 30 floors Completed the installation of the Audio & Video system ​
Prospect Cleaning Service	Matt Wells	7182826348 xt 202	[email protected]	www.prospectcleaningnyc.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)	Covid19 Cleaning Janitorial Needs Move In/Out Office Cleaning Corporate Office Cleaning Retail Space Cleaning Green Cleaning Emergency Cleanups Final Cleanup For Construction Sites. Floor Stripping and Waxing. Hardwood Floor Restoration Snow Removal
SS&C Technologies, Inc	Patrick Couris	1 800-234-0556	[email protected]	www.ssctech.com
The Monroe Group LLC	Lindi Nguyen	3146048237	[email protected]	www.themonroegroupllc.com		Minority Owned Business (MBE) NYS Certified Minority Owned Business (NYS-Cert. MBE)	Compliance, scheduling, outreach
William W. Professional Staffing	Shawndetta Miller	3472769402	[email protected]	https://www.williamwprostaff.com	2126344609	Minority Owned Business (MBE) Women Owned Business (WBE) NYS Certified Women Owned Business (NYS-Cert. WBE)	Professional services- Staffing and recruitment(Temporary and Permanent ) - Administrative, Clerical, Consultant, IT consultants, Nursing Staffing services.

Firms responding to Request for Proposal (RFP).

RFP No.	Proposal Due Date	FirmName	Address	City	State	Zip	ContactPerson	PhoneNumber
6563	11/5/2020	Broadridge Output Solutions	51 Mercedes Way	Edgewood	NY	11717	Broadridge Output Solutions	(212) 981-1359
6563	11/5/2020	Clearwater Analytics LLC	777 W Main St, Suite 900	boise	ID	83702	Clearwater Analytics LLC	(208) 4893933
6563	11/5/2020	Financial Sciences Corporation	111 Town Square Plaza	Jersey City	NJ	7310	Financial Sciences Corporation	(201) 451-2700
6563	11/5/2020	FIS Capital Markets US LLC	601 Riverside Avenue	Jacksonville	FL	32204	FIS Capital Markets US LLC	(312) 9256548
6563	11/5/2020	SS&C Technologies, Inc.	4 Times Square, 7th Floor	New York	NY	10036	SS&C Technologies, Inc.	(212) 659-4445

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
6563	1/28/2021	Clearwater Analytics LLC	777 W Main St, Suite 900		boise	ID	83702	Clearwater Analytics LLC	(208) 4893933