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awarded🌐 New York (LDC authorities)New York City Energy Efficiency Corporation :: BURCHMAN, TERRIO, GEBHARDT & QUIST LLC (d/b/a "BTQ Financial") :: 2019-04-01T00:00:00.000 :: Consultant to provide financial advisory services including amongst other responsibilities: managing the general ledger system, handling payment processing, bookkeeping and financial reporting to NYCEEC management, recording and tracking payroll, transmission of payroll data to the outsourced provider (currently, ADP), and reconciling the general ledger to quarterly tax return, handling budget reconciliation, and creation of financial forecasting reports as required, devising and annually reviewing fiscal policies and procedures, including a quality control process in relation to NYCEEC's fiscal policies and procedures, and other responsibilities.

Consultant to provide financial advisory services including amongst other responsibilities: managing the general ledger system, handling payment processing, bookkeeping and financial reporting to NYCEEC management, recording and tracking payroll, transmission of payroll data to the outsourced provider (currently, ADP), and reconciling the general ledger to quarterly tax return, handling budget reconciliation, and creation of financial forecasting reports as required, devising and annually reviewing fiscal policies and procedures, including a quality control process in relation to NYCEEC's fiscal policies and procedures, and other responsibilities.

New York City Energy Efficiency Corporation

Details

Status
awarded
Contract value
$1,000,000
Buyer
New York City Energy Efficiency Corporation
Jurisdiction
New York (LDC authorities)
Awardee
BURCHMAN, TERRIO, GEBHARDT & QUIST LLC (d/b/a "BTQ Financial")
Award date
Apr 1, 2019
End date
Dec 31, 2024
Reference #
New York City Energy Efficiency Corporation :: BURCHMAN, TERRIO, GEBHARDT & QUIST LLC (d/b/a "BTQ Financial") :: 2019-04-01T00:00:00.000 :: Consultant to provide financial advisory services including amongst other responsibilities: managing the general ledger system, handling payment processing, bookkeeping and financial reporting to NYCEEC management, recording and tracking payroll, transmission of payroll data to the outsourced provider (currently, ADP), and reconciling the general ledger to quarterly tax return, handling budget reconciliation, and creation of financial forecasting reports as required, devising and annually reviewing fiscal policies and procedures, including a quality control process in relation to NYCEEC's fiscal policies and procedures, and other responsibilities.
Vendor City
NEW YORK
Vendor State
NY
Award Process
Authority Contract - Non-Competitive Bid
Vendor Country
United States
Contract Amount
$1,000,000.00
Fmv Explanation
Previously competitively bid and found the vendor�s pricing has remained fair and in line with the responses we received and prevailing market rates.
Vendor Address 1
115 Broadway
Vendor Address 2
19th Floor
Fair Market Value
$178,500.00
Vendor Postal Code
10006
Type Of Procurement
Financial Services
Fiscal Year End Date
Jun 30, 2024
Procurement Description
Consultant to provide financial advisory services including amongst other responsibilities: managing the general ledger system, handling payment processing, bookkeeping and financial reporting to NYCE
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This listing is a summary from New York (LDC authorities)'s open procurement data. We ingest every field the feed publishes; the full solicitation documents are on the source portal.

Raw record
{
  "end_date": "2024-12-31T00:00:00.000",
  "award_date": "2019-04-01T00:00:00.000",
  "vendor_city": "NEW YORK",
  "vendor_name": "BURCHMAN, TERRIO, GEBHARDT & QUIST LLC (d/b/a \"BTQ Financial\")",
  "vendor_state": "NY",
  "award_process": "Authority Contract - Non-Competitive Bid",
  "authority_name": "New York City Energy Efficiency Corporation",
  "vendor_country": "United States",
  "contract_amount": "$1,000,000.00",
  "fmv_explanation": "Previously competitively bid and found the vendor�s pricing has remained fair and in line with the responses we received and prevailing market rates.",
  "vendor_address_1": "115 Broadway",
  "vendor_address_2": "19th Floor",
  "fair_market_value": "$178,500.00",
  "vendor_postal_code": "10006",
  "type_of_procurement": "Financial Services",
  "fiscal_year_end_date": "2024-06-30T00:00:00.000",
  "procurement_description": "Consultant to provide financial advisory services including amongst other responsibilities: managing the general ledger system, handling payment processing, bookkeeping and financial reporting to NYCEEC management, recording and tracking payroll, transmission of payroll data to the outsourced provider (currently, ADP), and reconciling the general ledger to quarterly tax return, handling budget reconciliation, and creation of financial forecasting reports as required, devising and annually reviewing fiscal policies and procedures, including a quality control process in relation to NYCEEC's fiscal policies and procedures, and other responsibilities.",
  "amount_expended_for_fiscal_year": "$178,500.00"
}