Audit Services

Solicitation #:1515
Issue Date:06/04/2018
Proposal Due:06/25/2018 - 5:00 PM
Classification:Professional Services
Type:Discretionary Purchase
Status:Archived
Location Where Goods to be Delivered or Service Performed
Albany, NY

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

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]

Company Name Contact Name Phone Email Website Fax Designation Goods/Services
Accounting Firm of Susan A. Rich d/b/a Long Island Financial Management Services Susan Rich CPA 5165572325 [email protected] www.LIFMS.com 5165572324
  • Women Owned Business (WBE)
  • NYS Certified Women Owned Business (NYS-Cert. WBE)
  • Disadvantaged Business Enterprise (DBE)
  • Equal Employment Opportunity (EEO)
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
  • Women Owned Business (WBE)
Bonadio & Co., LLP [email protected]
CF Joseph, CPA, PC Christopher Joseph 8454069096 [email protected] www.cpapen.com 8454069097
  • Minority Owned Business (MBE)
  • NYS Certified Minority Owned Business (NYS-Cert. MBE)
  • Equal Employment Opportunity (EEO)
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
Contractor Compliance LLC Andis Woodlief 914.506.0385 [email protected] www.contractorcompliancellc.com
  • Women Owned Business (WBE)
  • NYS Certified Women Owned Business (NYS-Cert. WBE)
  • Disadvantaged Business Enterprise (DBE)
  • Equal Employment Opportunity (EEO)
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
  • Service Disabled Veteran Owned Business (SDVOB)
  • NYS Certified Service Disabled Veteran Owned Business (NYS Cert. SDVOB)
MALOR & COMPANY INC GARLY BENOIT 18455983057 [email protected] www.malorcompany.com
  • Minority Owned Business (MBE)
  • NYS Certified Minority Owned Business (NYS-Cert. MBE)
  • Disadvantaged Business Enterprise (DBE)
Services and products
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)
Mitchell & Titus, LLP Marc Christmas 212 709 4500 [email protected] www.mitchelltitus.com 212 709 4680
  • Minority Owned Business (MBE)
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)
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)
Wats International Michele Mendelsohn 845-473-2106 [email protected] www.watsinternational.com 845-473-2153
  • NYS Certified Minority Owned Business (NYS-Cert. MBE)
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).

RfpNoProposalDueDateFirmNameAddress1address2CitystatecodeZIP5ContactPersonPhoneNumberEmail
15156/25/2018Friedman LLP50 Charles Lindbergh BoulevardSuite 510UniondaleNY11553John Tax Jr.(516) 281-9154[email protected]
15156/25/2018Long Island Financial Management Service3535 Jerusalem Avenue WantaghNY11793Susan Rich(516) 557-2325[email protected]
15156/25/2018Lumsden & McCormick, LLP369 Franklin Street BuffaloNY14202Michael Grimaldi(716) 856-3300[email protected]
15156/25/2018Mitchell & Titus, LLPOne Battery Park Plaza, 27th Floor New YorkNY10004Elaine Allen(212) 709-4640[email protected]
15156/25/2018Webber CPA, PLLC3313 Chili Avenue, Suite B RochesterNY14624Mary 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.

RfpNoAwardDateFirmNameAddress1address2CitystatecodeZIP5ContactPersonPhoneNumberEmail
151511/26/2018Long Island Financial Management Service3535 Jerusalem Avenue WantaghNY11793Susan Rich(516) 557-2325[email protected]
151511/26/2018Lumsden & McCormick, LLP369 Franklin Street BuffaloNY14202Michael Grimaldi(716) 856-3300[email protected]
151511/26/2018Mitchell & Titus, LLPOne Battery Park Plaza, 27th Floor New YorkNY10004Elaine Allen(212) 709-4640[email protected]
151511/26/2018Webber CPA, PLLC3313 Chili Avenue, Suite B RochesterNY14624Mary Karen Webber(585) 454-9387[email protected]