ESCO Financing/Escrow Agent Services

Solicitation #:3533
Issue Date:04/17/2019
Proposal Due:05/15/2024 - 5:00 PM
Classification:Professional Services
Type:Continuous Recruitment
Status:New
Contract Terms
5-year open procurement
Location Where Goods to be Delivered or Service Performed
Statewide

DASNY issued a request for proposal (“RFP”) on December 21, 2018 seeking statements of qualifications and cost proposals from energy savings and performance contractors (“ESCOs”) to be selected as pre-qualified ESCOs available to provide a range of energy performance services. These services may include designing, constructing, and potentially financing, performing measurements and verification services as well as potentially operating and maintaining energy conservation measures (“ECMs”) for various DASNY Clients, both public and not-for-profit, across the State (“Program Participants”) (collectively, the “ESCO Program”). DASNY will select and contract with pre-qualified ESCOs to deliver ECMs for Program Participants wishing to access these services through DASNY. Projects anticipated to be delivered under contracts entered into pursuant to this new program will be based on projected energy savings. For more information on this ESCO RFP, see https://www.dasny.org/opportunities/rfps-bids/2018/energy-savings-performance-contracting-financing-program-0

Through this companion RFQ, DASNY is seeking the qualifications of parties that will be available to provide (i) financing services in connection with DASNY’s TELP program for projects to be delivered under the ESCO Program and (ii) corresponding escrow agent services.

Please refer to the “Checklist” below for a complete list of documents that must be submitted as part of your firm’s response to this RFQ. A proposal that does not provide all the information requested below may be rejected. In your response, provide the information in the same order in which it is requested. Your proposal must contain sufficient information to assure DASNY of its accuracy.

It is a goal of DASNY to utilize qualified financing service providers and/or escrow agent services that can demonstrate a history of hiring, training, developing, promoting and retaining minorities and women.

A. Checklist of Items to be Completed and Returned

  • A cover letter that includes the following items:

1. The firm’s name, address, telephone number, fax number, email address and web site address, if applicable.

2. The name, title, telephone number, fax number and email address of the individual within the firm who will be DASNY’s primary contact concerning this proposal.

3. The identities of the primary staff proposed to provide services relating to this RFQ.

4. Identify the services you propose to provide:

     Financing Services

                 Escrow Agent Services

 

  • Fee Schedule
  • Appendix A – Financing Services RFQ Questions:

The financing service firm(s) will be required to provide the services assigned, including those listed below. Inclusion in DASNY’s panel will qualify firms to provide proposals for financing services to Program Participants. Please discuss your firm’s experience as it relates to the scope of services described below:

  • Describe the firm’s overall experience with complex tax-exempt lease, sublease and/or private placement transactions during the last three years including size of the bank, number of size of tax-exempt lease, sublease and/or private placement transactions.
  • Describe the general qualifications and experience of staff working on complex tax-exempt lease, sublease and/or private placement transactions including resumes of staff and client references.
  • Provide specific examples of tax-exempt lease, sublease and/or private placement transactions with health care, higher education or other not-for-profit institutions undertaken during the last three years. Provide a description of relevant experience with DASNY’s TELP program, if any.
  • Discuss your experience, if any, with ESCO financings.
     
  • Appendix B – Escrow Agent Services RFQ Questions:

The escrow agent firm(s) will be required to provide the services assigned, including those listed below. Inclusion in DASNY’s panel will qualify firms to provide proposals for escrow services to Program Participants. Please discuss your firm’s experience as it relates to the scope of services described below:

  • Describe the firm’s overall experience with providing escrow agent services during the last three years including a description of the bank’s corporate trust portfolio and size of the bank.
  •  Describe the qualifications and experience of the staff providing escrow agent services including resumes of staff and client references.
  • Experience in maintaining and administering escrow funds for certain construction, equipment, installations, and technology acquisitions, as applicable in accordance with Escrow Agreements.
  • The ability to account for all investments, interest income and lease/loan proceeds no less than every three months in connection with DASNY’s investment policy and any applicable agreements.
  • The ability to provide (i) monthly statements of activity for all escrow funds in electronic and paper form to DASNY, (ii) secured Internet access to account activity and balances, (iii) a toll-free number for client inquiries.
  • The ability to establish and maintain new accounts as required.
  • Upon the direction of DASNY and/or the client, the ability to release requisitioned funds, reinvest earnings and otherwise cooperate in the amending, administration and restructuring of escrows, in each case to the extent permitted by the terms of the related documents.
  • The ability to pay out according to a Payment Request Form with request to equipment, technology and work performed once each month.

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 Stacie Bennett, RFP Coordinator (ph: 518-257-3309, 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

Stacie Bennett

RFP coordinator

Dormitory Authority of the State of New York

Procurement

515 Broadway

Albany, NY 12207-2964

United States

Phone: 518-257-3309

Email: [email protected]

Submit To Contact

Stacie Bennett

RFP coordinator

Dormitory Authority of the State of New York

Procurement

515 Broadway

Albany, NY 12207-2964

United States

Phone: 518-257-3309

Email: [email protected]

Company Name Contact Name Phone Email Website Fax Designation Goods/Services
AL RASHEED GROUP OF CONSTRUCTION INC MUHAMMAD WAQAR 3475868221 [email protected]
  • Minority Owned Business (MBE)
CONCRETE (REPAIR, POURING CONCRETE, PAVERS, ETC..)
ALL SOUTH SHORE MEDICAL SUPPLY INC THOMAS S EGWABOR 5165435690 [email protected] allsouthshoremedicalsupplyinc.com 5165435691
  • Minority Owned Business (MBE)
  • NYS Certified Minority Owned Business (NYS-Cert. MBE)
  • Equal Employment Opportunity (EEO)
Alva Web Page
  • 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)
Avigilon Claire Underwood 214-306-7592 [email protected] http://avigilon.com/
AZH CONSULTING Corp UMA REDDI 5162521428 [email protected] www.azhconsulting.com
  • Minority Owned Business (MBE)
  • Women Owned Business (WBE)
  • Disadvantaged Business Enterprise (DBE)
Cost Estimating Services,Change orders,Delay Claims, CPM Scheduling Services, Project Management,Provide Site Safety Manager, Super, Inspection Services, MPT plans, Site Safety Plans,Safe Work Plans, Quality work Plan, IT Support and Rebar Detailing
Ben services llc Eduardo Benalcazar 2012836964 [email protected]
  • Minority Owned Business (MBE)
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BL Construction Group ALYSIA CAPARROS 9173282333 [email protected]
  • Minority Owned Business (MBE)
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FLOORING, LOCKERS
Bond.One Jon Garfield 9086983984 [email protected] https://bond.one/ Bond.One is an administrative agent technology provider, offering debt servicing, coupon/interest payment processing, and custodial services through banking partnerships. Bond.One utilizes a distributed ledger as the registrar, servicing sa the source of truth for debt ownership and account information.
Boro Sawmill & Timber Co. Inc. Arun Sengupta 973-832-4607 [email protected] www.borosawmill.com 973-832-4615
  • Equal Employment Opportunity (EEO)
CG Global Management Solutions, LLC Ayo Jemiri 9179228858 [email protected] www.cggmanagement.com
  • Minority Owned Business (MBE)
  • NYS Certified Minority Owned Business (NYS-Cert. MBE)
eagle express security services inc ugochukwu enyinnah 3476065481 [email protected] eagleexpresssecurity.com
  • Minority Owned Business (MBE)
security officers supplied for a house party event for 3 days consecutive, twenty four hours protection for lives and properties in queens .new york
ECS Global Services Frank Seaborg 9176472989 [email protected] www.ecs.global
Energy Fencing Inc. Kenroy Edwards 347-858-5093 [email protected] http://www.chainlinkfencinginbrooklynny.com/
  • Minority Owned Business (MBE)
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All Types of Fencing:

* Chain Link Fencing
* PVC Fencing
* Construction Fencing
* Wood Fencing
* Wrought Iron Fencing
ghi construction james destra [email protected] ghiconstruction.com 718 235 1470
  • Minority Owned Business (MBE)
Interior Renovations
Greenr World Inc Aaron Landman 646.389.0049 [email protected] www.greenrworld.com
  • Equal Employment Opportunity (EEO)
Landscape design and installation of artificial grass for residential, commercial, rooftop, pet areas, playgrounds and sports applications.
GUR CONTRACTING CORP SIMARJIT KAUR 347-608-9247 [email protected]
  • Minority Owned Business (MBE)
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KIEM/SIKA COATING AND POWER WASHING
Hierarch Soft Technologies INC Satish Kumar Velidandla 3326005354 [email protected] www.hierarchsoft.com
  • Equal Employment Opportunity (EEO)
Hyperion Advisory LLC Archel Desir 6465436126 [email protected] http://www.hyperionadvisory.co/
  • Minority Owned Business (MBE)
  • NYS Certified Minority Owned Business (NYS-Cert. MBE)
Hyperion is the corporate development firm that executes on the following sorts of project finance, alternative investments and management consulting engagements:

a. Fiduciary (fund sponsor) advisory on project finance transactions and alternative investments strategies
b. Capital advisory related to corporate development matters (i.e. structuring JVs, strategic partnerships or execute on implementing M&A strategies)
c. Interim executive actions as either the CFO or COO for a given investment portfolio's underlying asset(s)

Our experience and expansive network affords Hyperion the capacity to add meaningful value to varied organizations that leverage the firm's professional pedigree and "buy-side" relationships.
JSARCHITECTS Jamil Sheikh 2128783609 [email protected] www.jsarchitects.net 2128783630
  • NYS Certified Minority Owned Business (NYS-Cert. MBE)
Planning, Architectural Design, Interior Design, Project Management
JTS Health Partners Whitney Boulden [email protected] https://jtshealthpartners.com/
Law Offices of Diane Krausz Diane Krausz 2122445292 [email protected] www.dianekrausz.com
  • Women Owned Business (WBE)
Contract drafting and negotiation, escrow, real estate transactions
LGC Global Eminence JV, LLC Tushar Patel 3132635020 [email protected] www.lgccorp.com 3133155375
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Constructions, Energy, Facility Management
Margen Designs, Inc Maria Podesta 5163159792 [email protected] www.margendesigns.com 8664917416
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Furniture
Meriye, LLC Prashant meriyellc.com
  • Equal Employment Opportunity (EEO)
Staffing Services
MOETA GROUP LLC TOM MARTIN 5165434409 [email protected] moetagroup.com 5165435691
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  • Disadvantaged Business Enterprise (DBE)
  • Equal Employment Opportunity (EEO)
Motivating Thoughts 5138660174
  • Minority Owned Business (MBE)
  • Women Owned Business (WBE)
  • Service Disabled Veteran Owned Business (SDVOB)
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  • NYS Certified Women Owned Business (NYS-Cert. WBE)
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Network Map Technolgy Michael Devers 2013105801 [email protected]
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-A/V equipment servicing
-A/V installation
-conference room upgrades/installation
-event/onsite staffing
NPO Grant Consulting 5167651060 [email protected] www.npogrants.com
NW Financial Group,LLC Norma Gilyard 2016560115 [email protected] www.nwfinancial.com 2016564905 Financial Advsiory/consulting, swap advisory
Peak Security Plus Inc Mr. Emmanuel Osula 7185966346 [email protected] peaksecurityplus.com 7187227550
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  • NYS Certified Minority Owned Business (NYS-Cert. MBE)
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security guard services, fire guard services, fire safety services and flaggman/crossing guard services
Pro-Tech Engineering, Pllc Bharat Patel 2129339277 [email protected] www.ptepc.com
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Engineering design work & filing with NYC DOB. Facade inspection work.
Reform Architecture PLLC Karim Ahmed 3476331423 [email protected] reformarchitecture.com
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Remarkable Musings 5132715391
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  • Service Disabled Veteran Owned Business (SDVOB)
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  • NYS Certified Women Owned Business (NYS-Cert. WBE)
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Robert Dooley, Professional Engineer (SDVOB) Robert Dooley 518-231-0198 [email protected]
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  • NYS Certified Service Disabled Veteran Owned Business (NYS Cert. SDVOB)
Mechanical engineering, Design, Steam Boilers, Hot Water Boilers, Central Plants, Controls, Diagnostics and Troubleshooting, Code Reviews, HVAC, Commissioning, Quality Assurance (QA/QC), Field observation, Forensic Engineering, Value Engineering, CHP (Combined Heat & Power), Cogeneration, SCADA Systems, Boiler Safety
Rosul Contracting Corp Mohammad Rosul 7184504566 [email protected] rosulcontracting.com (718)853-4505
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woodhull hospital renovation
Savannah Articles 5137776594
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  • 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)
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Segel & Co., Inc. (SDVOB) William Segel (914) 236-5455 [email protected] www.segelandco.com (914) 236-5455
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  • NYS Certified Service Disabled Veteran Owned Business (NYS Cert. SDVOB)
Asbestos Abatement, Demolition, Sitework & General Contracting
sky construction sky construction 212-747-4742 [email protected]
  • Women Owned Business (WBE)
we need projects for quantity take off purpose .
Streamline Remodeling Inc./DBA Streamline Construction Kadeem Drysdale 718-701-4831 [email protected] http://www.streamlineny.com/ContactUs.aspx 718-874-0123 General Contracting
TECHNOMEN NY INC. BALDEV SINGH 7184416078 [email protected]
  • NYS Certified Minority Owned Business (NYS-Cert. MBE)
HOME IMPROVEMENT, MASONRY
The Fulcrum Group Business Development 212.463.0519 [email protected] www.thefulcrumgroup.com 212.463.0868
TLY Transcription Tamie Young 9734190810 [email protected] https://tly-transcription.constantcontactsites.com/ 9734190810
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Transcribe MP3 files, via home remotely using microsoft word, Infinity foot pedal, uploading documents.
TMTEE CLEANING & PRESERVATION LLC Letesha Reid 3477742722 [email protected] www.tmteecleaningservice.com
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Removal of debris from house, boarding windows, installing lockbox, mow lawn, gutter cleaning, roof inspection, took and upload pictures of property to Pruvan app.
True Role Dynasty Nnamdi T. Ananaba Jr 3475925265 [email protected] www.trueroledynasty.com 212-591-6153
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United Industries unlimited Chacko Mathew 9175784679 [email protected] unitedindustriesunlimited.com 5163641345
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  • Women Owned Business (WBE)
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  • NYS Certified Women Owned Business (NYS-Cert. WBE)
environmental testing , remediation services .construction management services
Weltmann Lighting, LLC Debra L. Weltmann 516-513-1030 [email protected] www.weltmannlighting.com 516-513-1031
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Lighting Supplier
Winona Web Resource
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  • 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)
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Zachary Journal 7044372451
  • 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)