Director's and Officers'/Employment Practices Liability Insurance Broker

Solicitation #:1516
Issue Date:06/11/2018
Proposal Due:07/10/2018 - 5:00 PM
Classification:Professional Services
Type:Discretionary Purchase
Status:Archived
Contract Terms
Four Years
Location Where Goods to be Delivered or Service Performed
Albany

The Dormitory Authority of the State of New York (DASNY) intends to procure insurance broker services for its Directors’ & Officers’/Employment Practices Liability (D&O/EPL) insurance programs, pursuant to its discretionary purchasing authority under Public Authorities Law Section 2879. This opportunity is intended solely for certified MWBEs, as defined pursuant to Article 15-A of the New York State Executive Law. DASNY encourages all firms to consider submitting proposals to this Discretionary Purchase that utilize legally documented strategic alliances, partnering, joint ventures and affiliation relationships.

DASNY intends to enter in to a contractual agreement with a broker of record who will be responsible for marketing, policy/claims administration and related services associated with DASNY’s Directors’ & Officers’/Employment Practices Liability (D&O/EPL) insurance program.  The current program will expire on November 1, 2018.  DASNY is interested in renewing/replacing that coverage and learning about alternative market approaches that will provide comprehensive and cost efficient insurance protection for DASNY’s exposures.   

Interested firm/team must possess: (1) valid and current New York State Property & Casualty Insurance Broker’s license, (2) minimum of 2 years of brokerage experience marketing, binding, and supporting D&O/EPL insurance programs for clients with 350+ employees in a union environment or operations that do not fit a single-industry description, (3) ability to access markets minimally rated “A-“ (A.M. Best) with capacity to bind $50M program limits, (4) experience within the past five years for at least three clients similar to DASNY in size and risk exposure performing risk identification and coverage/limits/loss/pricing analyses for client(s) similar in size and risk exposure to DASNY, (5) employ key staff assigned to this project who possess thorough knowledge of their area(s) of expertise and a minimum of five years working experience marketing/negotiating insurance coverage or seven years claims experience; (6) certified by New York State Department of Economic Development as an MBE/WBE/MWBE.

Firms interested in responding to this solicitation may access the RFP and related documents from DASNY’s website at https://www.dasny.org/opportunities/rfps-bids/professional-services-construction.  The deadline for responses is 5:00 pm on July 10, 2018.  Responses received after this date will not be accepted.

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 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
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)
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)
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)
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
  • Service Disabled Veteran Owned Business (SDVOB)
  • Equal Employment Opportunity (EEO)
USI Insurance Services Jeffrey J Johnston 212 842-3634 [email protected] www.USI.com insurance brokerage and claim services

Firms submitting Expressions of Interests (EOI). Top firms deemed qualified by review of their respective EOI’s are Shortlisted and issued a Request for Proposal (RFP).

RfpNoeoidueFirmNameAddress1address2CitystatecodeZIP5ContactPersonPhoneNumberEmail
151607/10/2018E. G. Bowman Co., Inc.5 Hanover Square, Suite 201 New YorkNY10004Marjorie Young(212) 425-8150[email protected]
151607/10/2018Harold L. Lee & Sons, Inc.31 Pell Street New YorkNY10013Stephen Boon(212) 962-2232[email protected]
151607/10/2018HMS Agency Inc/Cool Insuring Agency Inc454 Sand Creek Road AlbanyNY12205William Mather(518) 690-0360[email protected]
151607/10/2018Marcia C. Brogan Insurance Agency, LLC.91 Knowlton Avenue BuffaloNY14217Marcia Brogan(716) 912-1803[email protected]
151607/10/2018RDS Services, LLC50 West Big Beaver, Suite 220 TroyMI48084George Fox(516) 361-9404[email protected]
151607/10/2018The Carmoon Group, Ltd181 W. Old Country Road HicksvilleNY11801Bryant Arthur(516) 292-3780[email protected]
151607/10/2018The Cayemitte Group Inc.306 Farnsworth Avenue BordentownNJ08505David Cayemitte609-521-4201[email protected]

Firms responding to Request for Proposal (RFP).

RfpNoProposalDueDateFirmNameAddress1address2CitystatecodeZIP5ContactPersonPhoneNumberEmail
15167/10/2018E. G. Bowman Co., Inc.5 Hanover Square, Suite 201 New YorkNY10004Marjorie Young(212) 425-8150[email protected]
15167/10/2018Harold L. Lee & Sons, Inc.31 Pell Street New YorkNY10013Stephen Boon(212) 962-2232[email protected]
15167/10/2018HMS Agency Inc/Cool Insuring Agency Inc454 Sand Creek Road AlbanyNY12205William Mather(518) 690-0360[email protected]
15167/10/2018Marcia C. Brogan Insurance Agency, LLC.91 Knowlton Avenue BuffaloNY14217Marcia Brogan(716) 912-1803[email protected]
15167/10/2018RDS Services, LLC50 West Big Beaver, Suite 220 TroyMI48084George Fox(516) 361-9404[email protected]
15167/10/2018The Carmoon Group, Ltd181 W. Old Country Road HicksvilleNY11801Bryant Arthur(516) 292-3780[email protected]
15167/10/2018The Cayemitte Group Inc.306 Farnsworth Avenue BordentownNJ08505David Cayemitte609-521-4201[email protected]