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

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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

Ad Notice

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.

Contacts

Primary Contact

Nicole White

RFP Coordinator

Dormitory Authority of the State of New York

Procurement

515 Broadway

Albany, NY 12207-2964

United States

Phone: 518-257-3076

Email: [email protected]

Submit To Contact

Nicole White

RFP Coordinator

Dormitory Authority of the State of New York

Procurement

515 Broadway

Albany, NY 12207-2964

United States

Phone: 518-257-3076

Email: [email protected]

Attachments

Documents

Discretionary Purchase Instructions.pdf296.97 KB

Code of Business Ethics - Certification.docx25.39 KB

Diversity Questionnaire.doc137 KB

Use of Service-Disabled Veteran-Owned Business Enterprises.pdf122.48 KB

Sample Insurance Certificate.pdf68.96 KB

Sample Insurnace Requirements.pdf307.93 KB

W-9 Form.pdf127.55 KB

Procurement Lobbying Law - Certification.docx23.17 KB

NYS Vendor Responsibility Questionnaire.doc236.5 KB

Scope of Services.pdf172.38 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
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

Long List

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).

RfpNo	eoidue	FirmName	Address1	City	statecode	ZIP5	ContactPerson	PhoneNumber	Email
1516	07/10/2018	E. G. Bowman Co., Inc.	5 Hanover Square, Suite 201	New York	NY	10004	Marjorie Young	(212) 425-8150	[email protected]
1516	07/10/2018	Harold L. Lee & Sons, Inc.	31 Pell Street	New York	NY	10013	Stephen Boon	(212) 962-2232	[email protected]
1516	07/10/2018	HMS Agency Inc/Cool Insuring Agency Inc	454 Sand Creek Road	Albany	NY	12205	William Mather	(518) 690-0360	[email protected]
1516	07/10/2018	Marcia C. Brogan Insurance Agency, LLC.	91 Knowlton Avenue	Buffalo	NY	14217	Marcia Brogan	(716) 912-1803	[email protected]
1516	07/10/2018	RDS Services, LLC	50 West Big Beaver, Suite 220	Troy	MI	48084	George Fox	(516) 361-9404	[email protected]
1516	07/10/2018	The Carmoon Group, Ltd	181 W. Old Country Road	Hicksville	NY	11801	Bryant Arthur	(516) 292-3780	[email protected]
1516	07/10/2018	The Cayemitte Group Inc.	306 Farnsworth Avenue	Bordentown	NJ	08505	David Cayemitte	609-521-4201	[email protected]

Short List

Firms responding to Request for Proposal (RFP).

RfpNo	ProposalDueDate	FirmName	Address1	City	statecode	ZIP5	ContactPerson	PhoneNumber	Email
1516	7/10/2018	E. G. Bowman Co., Inc.	5 Hanover Square, Suite 201	New York	NY	10004	Marjorie Young	(212) 425-8150	[email protected]
1516	7/10/2018	Harold L. Lee & Sons, Inc.	31 Pell Street	New York	NY	10013	Stephen Boon	(212) 962-2232	[email protected]
1516	7/10/2018	HMS Agency Inc/Cool Insuring Agency Inc	454 Sand Creek Road	Albany	NY	12205	William Mather	(518) 690-0360	[email protected]
1516	7/10/2018	Marcia C. Brogan Insurance Agency, LLC.	91 Knowlton Avenue	Buffalo	NY	14217	Marcia Brogan	(716) 912-1803	[email protected]
1516	7/10/2018	RDS Services, LLC	50 West Big Beaver, Suite 220	Troy	MI	48084	George Fox	(516) 361-9404	[email protected]
1516	7/10/2018	The Carmoon Group, Ltd	181 W. Old Country Road	Hicksville	NY	11801	Bryant Arthur	(516) 292-3780	[email protected]
1516	7/10/2018	The Cayemitte Group Inc.	306 Farnsworth Avenue	Bordentown	NJ	08505	David Cayemitte	609-521-4201	[email protected]

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