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 Ad Notice 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: RFPadministrator@dasny.org). 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 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: rfpadministrator@dasny.org 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: rfpadministrator@dasny.org Attachments Documents Addendum No. 1.pdf11.94 KB ESCO Financing Services and Escrow Agent RFQ.pdf198.25 KB Code of Business Ethics - Certification.docx25.39 KB DASNY Diversity Questionnaire.doc137 KB NYS Vendor Responsibility Questionnaire.doc236.5 KB Procurement Lobbying Law - Certification.docx23.17 KB W-9 Form.pdf129.05 KB Interested Subs / Suppliers Search: Company NameContact NamePhoneEmailWebsiteFaxDesignationGoods/ServicesAccu-Estimation SolutionsAli Aslam716-406-4935accu-estimationservices@outlook.com n/A Akeno LLCVijay Balavari518-898-8816vijay.balavari@akenoit.com www.akenoit.com Women Owned Business (WBE)IT consulting services and networking process worksAL RASHEED GROUP OF CONSTRUCTION INCMUHAMMAD WAQAR3475868221alrasheedinc@gmail.com Minority Owned Business (MBE)NYS Certified Minority Owned Business (NYS-Cert. 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SDVOB)Niles Advertising is a single source provider of Architectural Signage, Plaques, Dimensional Letters, Parking and Traffic Control Signage, Display Graphics, Decals, Vinyl Lettering, Glass Manifestation and Distraction Markers, Banners and Flags.NPO Grant Consulting5167651060grantintake@gmail.com www.npogrants.com NW Financial Group,LLCNorma Gilyard2016560115ng@nwfinancial.com www.nwfinancial.com 2016564905Financial Advsiory/consulting, swap advisoryNY Express ConstructionShah Raja9293419332nyexpressconst@gmail.com Nyexpresscontractor.com Women Owned Business (WBE)NYS Certified Minority Owned Business (NYS-Cert. MBE)NYS Certified Women Owned Business (NYS-Cert. WBE)Concrete, masonry, caulking, restoration Panagios MEPNikolas Panagiotopulos3478395407info@panagiosmep.com panagiosmep.com Minority Owned Business (MBE)Completed the installation of the mechanical system in 30 floors Completed the installation of the Audio & Video system ​Peak Security Plus IncMr. Emmanuel Osula 7185966346service@peaksecurityplus.com peaksecurityplus.com 7187227550Minority Owned Business (MBE)NYS Certified Minority Owned Business (NYS-Cert. MBE)Disadvantaged Business Enterprise (DBE)security guard services, fire guard services, fire safety services and flagman/crossing guard services Pearls Construction, LLC.Joe Hady2128459754Joe@pearlsconstruction.com https://pearlsenterprise.com/ Our multidisciplinary built team is always ready to foster your project needs of; 1. CPM Scheduling (Creating Baseline Schedules on Primavera P6/Ms. Project – Audit & Review Schedules) 2. Delay Claims 3. BIM Coordination (3D, 4D & 5D modeling) and Clash/Conflicts resolution 4. EHASP and QA/QC Plans 5. Interior/Exterior 3D shots & Rendering Platinum Services NY LLCrichard elkon2122532900info@platinumservices.nyc Minority Owned Business (MBE)Women Owned Business (WBE)Pro-Tech Engineering, PllcBharat Patel2129339277protech@ptepc.com www.ptepc.com Minority Owned Business (MBE)NYS Certified Minority Owned Business (NYS-Cert. MBE)Disadvantaged Business Enterprise (DBE)Engineering design work & filing with NYC DOB. Facade inspection work. Prospect Cleaning Service Matt Wells 7182826348 xt 202 Wells@prospectcleaningnyc.com www.prospectcleaningnyc.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)Covid19 Cleaning Janitorial Needs Move In/Out Office Cleaning Corporate Office Cleaning Retail Space Cleaning Green Cleaning Emergency Cleanups Final Cleanup For Construction Sites. Floor Stripping and Waxing. Hardwood Floor Restoration Snow RemovalQuality Facility SolutionYidel Falkowitz 7189359923julissa@qfs.net www.qfs.net 7189359924Minority Owned Business (MBE)Women Owned Business (WBE)Post Construction Cleanup, emergency Flood & Restoration, Concierge & Security, Floor & Carpet Care, Window Cleaning, Landscaping, Pest control, Covid-19 Disinfecting/Sanitizing ServicesReform Architecture PLLCKarim Ahmed3476331423karim@reformarchitecture.com reformarchitecture.com Minority Owned Business (MBE)Remarkable Musings5132715391 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)Resilient Support ServicesFrank DeGraw5181818Frank.DeGraw@ResilientSupportServices.com https://www.resilientsupportservices.com/ Service Disabled Veteran Owned Business (SDVOB)RomAnalyticsKathy Roman4849618213kathy.roman@romanalytics.com https://romanalytics.com/ Women Owned Business (WBE)Rosul Contracting CorpMohammad Rosul7184504566rosulcontracting@gmail.com rosulcontracting.com (718)853-4505Minority Owned Business (MBE)woodhull hospital renovation Savannah Articles5137776594 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)Segel & Co., Inc.William Segel9145230766will@segelandco.com www.segelandco.com (914) 236-5455Service Disabled Veteran Owned Business (SDVOB)NYS Certified Service Disabled Veteran Owned Business (NYS Cert. SDVOB)Demolition, Sitework, Excavation, Concrete, and UtilitiesSelfless Service LLCTrevor Henry7188127761contactus@selflessservicellc.com www.selflessservicellc.com Service Disabled Veteran Owned Business (SDVOB)Security Guard ServicesShahrish Shuvo Engineering P.C.Margaret Rohan212 433 2829 x138margaret.rohan@bravoinc.com www.BravoInc.com Minority Owned Business (MBE)NYS Certified Minority Owned Business (NYS-Cert. MBE)Disadvantaged Business Enterprise (DBE)SIALCCmohammad zaka6465459179sialcc@yahoo.com Minority Owned Business (MBE)NYS Certified Minority Owned Business (NYS-Cert. MBE)Equal Employment Opportunity (EEO)sky constructionsky construction212-747-4742skycons8@gmail.com Women Owned Business (WBE) we need projects for quantity take off purpose .SPS ENTERPRISE GROUP INCPREMA CHOWDHURY4134719460 Streamline Remodeling Inc./DBA Streamline Construction Kadeem Drysdale 718-701-4831Kadeemd@streamlineny.com http://www.streamlineny.com/ContactUs.aspx 718-874-0123General ContractingTECHNOMEN NY INC.BALDEV SINGH7184416078bestrestoration76@gmail.com NYS Certified Minority Owned Business (NYS-Cert. MBE)HOME IMPROVEMENT, MASONRYTEXAS SECURITY CORPORATIONAndrew Ugbomah917-690-3538texpatrolusa@aol.com www.texassecuritycorporation.com Minority Owned Business (MBE)NYS Certified Minority Owned Business (NYS-Cert. MBE)PRIVATE INVESTIGATION SERVICES UNARMED SECURITY SERVICES ARMED SECURITY GUARD SERVICES FIRE SAFETY AND FIRE SAFETY DIRECTOR The Fulcrum GroupBusiness Development212.463.0519bd@fulcrummail.com www.thefulcrumgroup.com 212.463.0868The Monroe Group LLCLindi Nguyen3146048237lindi@themonroegroupllc.com www.themonroegroupllc.com Minority Owned Business (MBE)NYS Certified Minority Owned Business (NYS-Cert. MBE)Compliance, scheduling, outreachTLY TranscriptionTamie Young9734190810tamieyoung@comcast.net https://tly-transcription.constantcontactsites.com/ 9734190810Minority Owned Business (MBE)Women Owned Business (WBE)NYS Certified Minority Owned Business (NYS-Cert. MBE)NYS Certified Women Owned Business (NYS-Cert. WBE)Disadvantaged Business Enterprise (DBE)Equal Employment Opportunity (EEO)Transcribe MP3 files, via home remotely using microsoft word, Infinity foot pedal, uploading documents.TMTEE CLEANING & PRESERVATION LLCLetesha Reid3477742722yeswecan@tmteecleaningservice.com www.tmteecleaningservice.com Minority Owned Business (MBE)Women Owned Business (WBE)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 DynastyNnamdi T. Ananaba Jr3475925265nnamdi@trueroledynasty.com www.trueroledynasty.com 212-591-6153Minority Owned Business (MBE)United Industries unlimitedChacko Mathew9175784679unitedindustriesunlimited@gmail.com unitedindustriesunlimited.com 5163641345Minority Owned Business (MBE)Women Owned Business (WBE)NYS Certified Minority Owned Business (NYS-Cert. MBE)NYS Certified Women Owned Business (NYS-Cert. WBE)environmental testing , remediation services .construction management servicesUnited-BIM Inc.Drew Panchal8603177105info@united-bim.com https://www.united-bim.com/ Minority Owned Business (MBE)BIM Modeling and Coordination Services (Architectural, Structural, Mechanical, Electrical Plumbing, Fire Protection and others) Clash detection and clash report generation LOD 100 to LOD 500 Modeling 4D BIM - Scheduling 5D BIM - Cost Estimation Shop drawing modeling As-build drawing modeling USA Veteran builders incBrian Q Foley3473163783brian@usaveteranbuilders.com Usaveteranbuilders.com Service Disabled Veteran Owned Business (SDVOB)NYS Certified Service Disabled Veteran Owned Business (NYS Cert. SDVOB)Supplier of construction building materials, equipment and solvents.Vad Contractors IncVenera Krasniqi7188377238vadcontractors@gmail.com roofing, waterproofing and sheet metal Weltmann Lighting, LLCDebra L. Weltmann516-513-1030info@weltmannlighting.com www.weltmannlighting.com 516-513-1031Women Owned Business (WBE)NYS Certified Women Owned Business (NYS-Cert. WBE)Lighting SupplierWilliam W. Professional StaffingShawndetta Miller3472769402smiller@williamwprostaff.com https://www.williamwprostaff.com 2126344609Minority Owned Business (MBE)Women Owned Business (WBE)NYS Certified Women Owned Business (NYS-Cert. WBE)Professional services- Staffing and recruitment(Temporary and Permanent ) - Administrative, Clerical, Consultant, IT consultants, Nursing Staffing services. Winona Web Resource 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)WISECOM TECHNOLOGIES Inc.Jeff Peter2406305100Jeff@wisecomtech.com https://wisecomtech.com/ YORK MECHANICAL COPRICK2122440001rick@yorkmechanical.com www.yorkmechanical.com 2122440436 Air Conditioning, Sheet Metal, steam feting. Zachary Journal7044372451 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)zunairzunair khan+923055520419 capetid892@vansth.com 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)Showing 1 to 133 of 133 entries