The Dormitory Authority of the State of New York (DASNY), pursuant to its discretionary purchasing authority under Public Authorities Law Section 2879, is seeking proposals from independent accounting firms (CPA firms) to provide accounting services to DASNY clients, including but limited to, Office of Alcoholism and Substance Abuse Services (“OASAS”). Accounting services for OASAS shall include verifying the expenditures of state aid grant funds initially advanced by OASAS. This opportunity is intended solely for small businesses and certified MWBEs, as defined pursuant to Article 15A of the New York State Executive Law.
DASNY seeks proposals from auditing firms to perform an independent cost certification, mortgage calculation and reconciliation that will support DASNY and OASAS’s efforts to ensure figures are correct and in agreement as outlined in the Scope of Services.
Interested firms must have: (1) certified public accountants on staff licensed by the University of the State of New York and registered by the State Education Department or other applicable state’s regulatory agencies; (2) extensive relevant experience providing similar services; (3) ability to meet deadlines; and (4) ability to subcontract services, if required, for any engagement. All work must be supervised and approved by a New York State licensed Certified Public Accountant.
Firms interested in responding to this solicitation must submit six (6) copies of their proposal to the contact noted below no later than 5:00 p.m. on June 25, 2018.
Nicole White
RFP Coordinator
Dormitory Authority – State of New York
515 Broadway
Albany, New York 12207-2964
Proposals received after this date will not be accepted. Proposals must include the following information in the same number order as described below:
1. Provide a cover letter with your firm’s name, address and telephone number along with the name, title, telephone number and email address of the individual within the firm who will be DASNY’s primary contact concerning this proposal.
2. Provide a description of your firm’s organization, team makeup and the resumes of partners, principals, associates and other key staff proposed to provide services to DASNY, with particular emphasis on performing costs certification and mortgage reconciliations in accordance with Agreed Upon Procedures.
3. Provide a description of your firm’s experience providing similar services including recent relevant project experience to the public and private sector. Include the names, titles and phone numbers of at least three (3) references, excluding DASNY employees, and a summary of the services provided.
4. Provide a detailed description of your firm’s approach to providing the requested scope of services.
5. Provide a detailed pricing sheet including your firm’s hourly fee broken down by staff title or propose an alternative fee arrangement your firm believes may be beneficial to DASNY. Indicate whether the rates proposed are all-inclusive or if additional miscellaneous costs will be required. Specify the additional miscellaneous costs, if applicable. Note if any discounts apply.
6. Provide a statement indicating there are no conflicts of interest between your firm or individuals in your firm and DASNY.
Primary Contact
Submit To Contact
Company Name | Contact Name | Phone | Website | Fax | Designation | Goods/Services | |
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Accounting Firm of Susan A. Rich d/b/a Long Island Financial Management Services | Susan Rich CPA | 5165572325 | [email protected] | www.LIFMS.com | 5165572324 |
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accounting and fiscal management consulting, internal audit or audit/program attest services,specified scope of accounting services |
Advanced Digital Solutions International Inc. | eman Hassan | 5108703463 | [email protected] | www.adsii.com |
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Bonadio & Co., LLP | [email protected] | ||||||
CF Joseph, CPA, PC | Christopher Joseph | 8454069096 | [email protected] | www.cpapen.com | 8454069097 |
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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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Contractor Compliance LLC | Andis Woodlief | 914.506.0385 | [email protected] | www.contractorcompliancellc.com |
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EFPR Group, CPAs, PLLC | Douglas Zimmerman | 716-634-0700 | [email protected] | www.efprgroup.com | 716-634-0764 | ||
Guidon Financial, LLC | Matthew Lawrence | 732-895-6779 | [email protected] | www.guidonfinancial.com |
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MALOR & COMPANY INC | GARLY BENOIT | 18455983057 | [email protected] | www.malorcompany.com |
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Services and products | |
Marylou Website | 4077980337 |
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Mitchell & Titus, LLP | Marc Christmas | 212 709 4500 | [email protected] | www.mitchelltitus.com | 212 709 4680 |
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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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RDS Services,LLC | George Fox | 5163619404 | [email protected] | www.rdsservices.us | 2123200464 | Insurance Audit | |
SevenOutsource | Steve Walse | 315-308-7852 | [email protected] | 315-308-7852 |
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Wats International | Michele Mendelsohn | 845-473-2106 | [email protected] | www.watsinternational.com | 845-473-2153 |
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Provide and install Waste recepticles Provide and install whiteboards Install Sound Panels Provide Scrubbing Equipment Provide Electrical, ceiling tiles and grids |
Firms responding to Request for Proposal (RFP).
RfpNo | ProposalDueDate | FirmName | Address1 | address2 | City | statecode | ZIP5 | ContactPerson | PhoneNumber | |
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1515 | 6/25/2018 | Friedman LLP | 50 Charles Lindbergh Boulevard | Suite 510 | Uniondale | NY | 11553 | John Tax Jr. | (516) 281-9154 | [email protected] |
1515 | 6/25/2018 | Long Island Financial Management Service | 3535 Jerusalem Avenue | Wantagh | NY | 11793 | Susan Rich | (516) 557-2325 | [email protected] | |
1515 | 6/25/2018 | Lumsden & McCormick, LLP | 369 Franklin Street | Buffalo | NY | 14202 | Michael Grimaldi | (716) 856-3300 | [email protected] | |
1515 | 6/25/2018 | Mitchell & Titus, LLP | One Battery Park Plaza, 27th Floor | New York | NY | 10004 | Elaine Allen | (212) 709-4640 | [email protected] | |
1515 | 6/25/2018 | Webber CPA, PLLC | 3313 Chili Avenue, Suite B | Rochester | NY | 14624 | Mary Karen Webber | (585) 454-9387 | [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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1515 | 11/26/2018 | Long Island Financial Management Service | 3535 Jerusalem Avenue | Wantagh | NY | 11793 | Susan Rich | (516) 557-2325 | [email protected] | |
1515 | 11/26/2018 | Lumsden & McCormick, LLP | 369 Franklin Street | Buffalo | NY | 14202 | Michael Grimaldi | (716) 856-3300 | [email protected] | |
1515 | 11/26/2018 | Mitchell & Titus, LLP | One Battery Park Plaza, 27th Floor | New York | NY | 10004 | Elaine Allen | (212) 709-4640 | [email protected] | |
1515 | 11/26/2018 | Webber CPA, PLLC | 3313 Chili Avenue, Suite B | Rochester | NY | 14624 | Mary Karen Webber | (585) 454-9387 | [email protected] |