Agency Department 10:

Transcription

1 Budget

2 FORMB OSC Use Only: Reporting CateQorv Code: Code: State Consultant Services Report Period: April 1, 2016 to March 31, 2017 Contracting State Agency Name: Division of the Budget Contract Number: C Contract Term:03 /01 /Z01l to 02/28/2016 Contractor Name: Public Resiurces Advisory Group, Inc. ContractGfA+Jdr85S: 39 Dloaoway, Suite i2.iu, New York, NY i(juu6 Description of Services Being Provided: Financial Advisory Service Agency Code: DOBOI Analysis 0 Evaluation 0 Research 0 Training 0 Data Processing 0 Computer Programming 0 Other IT consulting 0 Engineering 0 Architect Services 0 Surveying 0 Environmental Services 0 Health Services 0 Mental Health Services D Accounting 0 Auditing 0 Paralegal 0 Legal 0 Other Consulting 00 Employment Category Amount Payable Under Number of Employees Number of Hours Worked the Contract Financial Analyst $48, Total this paqe Grand Total $48, Name of person who pr Preparer's Signature::: ~~~~~~:L::==R~~~~ _ Title: Controller Date Pre ared: os /01 /2017 Use additional pages if necessary) Page of

3 AC 3272-S (Effective 4/12) FORM B Contracting State Agency Name: Contract Number: C Contract Term: Report Period: April 1,2016 to March 31,2017 Contractor Name: Hilltop Securities Inc. to Division of the Budget Agency Department ID: Contractor Address: 485 Madison Avenue, Suite 1800, New York, NY Description of Services Being Provided: Financial Advisor I2l Analysis DEvaluation D Research D Training D Data Processing D Computer Programming D Other IT consulting D Engineering D Architect Services D Surveying D Environmental Services D Health Services D Mental Health Services D Accounting D Auditing D Paralegal D Legal D Other Consulting Financial Advisor Consulting $1, Total this Page $1, Grand Total Name of person who prepared this report: Steven J. Kantor Title: Managing Director Preparer's Signature: v_6_/ _/~_u.7 _ Date Prepared: 5/12/2017 Phone #: (212) (Use additional pages, if necessary) Page of

4 AC 3272-S (Effective 4112) FORMB Contracting Report Period: April 1,2016 to March 31,2017 State Agency Name: Division of the Budget Contract Number: C Contract Term: 8/10/11 to 8/ Contractor Name: First Data Government Solutions, LP Contractor Address: 5565 Glenridge Connector NE, Atlanta, GA Description of Services Being Provided: Business transformation services (innovations) o Analysis DEvaluation o Research o Training o Data Processing o Computer Programming [gi Other IT consulting o Engineering o Architect Services o Surveying o Environmental Services o Health Services o Mental Health Services o Accounting o Auditing o Paralegal o Legal o Other Consulting Total this Page $ 0.00 Grand Total 0.00 Name of person who'prepared this report: Michelle James Title: Government Consultal'!t ~. Preparer's Signature:.J_~ ;;,..:;,-- ~,"",b-'~"_"'-1"-~ :; _ Date Prepared: 5/15/2017 Phone #: (Use additional pages, if necessary) Page 1 of 1

5 AC 3272-S (Effective 4/12) FORMB Contracting State Agency Name: Contract Number: C Contract Term: 3/1/2012 to 2/28/2017 Report Period: April 1,2016 to March 31,2017 Division of the Budget Contractor Name: Hawkins Delafield & Wood LLP Contractor Address: 28 Liberty Street, New York, NY Description of Services Being Provided: Disclosure Counsel Services Analysis DEvaluation o Research o Training Data Processing o Computer Programming o Other IT consulting o Engineering o Architect Services o Surveying o Environmental Services o Health Services o Mental Health Services o Accounting o Auditing o Paralegal [gi Legal o Other Consulting Lawyers $23, Legal Support Workers, All Other $80.00 Total this Page $23, Grand Total 5.00 ".1..0 $23, Name of person who prepared this report: Stanley R. Kramer Title Partner r 1 JI ~ Preparer's Signature: D~ 1)- ~. Date Prepared: 5/10/2017 Phone #: (212) (Use additional pages, if necessary) Page of

6 AC (Effective 4/12) FORMB New York State ConSUltant Services Report Period: April 1, 2016 to March 31, 2017 Contracting State Agency Name: Division of the Budget Contract Number: C Contract Term: 9/1/2012 to 8/31/2017 Contractor Name: McKinsey & Company, Inc. Washington D.C. Contractor Address: th Street NW, Suite 1100, Washington, DC Description of Services Being Provided: Consulting Services D Analysis DEvaluation D Research o Training o Data Processing D Computer Programming D Other IT consulting D Engineering D Architect Services o Surveying D Environmental Services o Health Services o Mental Health Services D Accounting o Auditing o Paralegal o Legal ~ Other Consulting "11- Number of Number of WlCkj Amount Payable Employment Category Employees -f lewe-worked Under the Contract Engagement Partner $491, Project Manager $163, Senior Analyst $393, Associate Analyst $1,573, Total this Page $2,622, Grand Total Name of person who prepared this rep~rdner Title Partner ~ ~ Pre parer's Signature: (lfl I Date Prepared: 5/16/2017 Phone #: (Use additional pages, if necessary) Page 1 of 2

7 AC 3272-S (Effective 4/12) FORM B Report Period: April 1, 2016 to March 31, 2017 Contracting State Agency Name: Contract Number: C Division of the Budget Contract Term: 10101/2012 to 09/30/2017 Agency Department ID: Contractor Name: Milliman, Inc. Contractor Address: 250 Washington Ave Ext, Albany NY Description of Services Being Provided: Actuarial Consulting Services D Analysis DEvaluation D Research D Training D Data Processing D Computer Programming D Other IT consulting D Engineering D Architect Services D Surveying D Environmental Services D Health Services D Mental Health Services D Accounting D Auditing D Paralegal D Legal ~ Other Consulting None $0.00 Total this Page $ 0.00 Grand Total Name of person who prepared this report: Colleen Whalen Title: Accounting Manager (/..A II,.1 Preparer's Signature: ~()J~ Date Prepared: 05/04/2017 Phone #: (Use additional pages, if necessary) Page 1 of 1

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9 AC 3272-S (Effective 4/12) 'FORM B Report Period: April 1, 2016 to March 31, 2017 Contracting State Agency Name: Division of the Budget Contract Number: C Contract Term: 09/01/2012 to 08/31/2017 Contractor Name: PricewaterhouseCoopers LLP Contractor Address: 300 Madison Avenue, New York, NY Description of Services Being Provided: Management consulting services -Seepe-af Contract (Choose one thati>est-fiis): -- o Analysis DEvaluation o Research o Training D Data Processing D Computer Programming D Other IT consulting D Engineering D Architect Services D Surveying o Environmental Services o Health Services o Mental Health Services D Accounting D Auditing D Paralegal D Legal D Other Consulting $0 Total this Page $ 0.00 Grand Total $0.00 Name of person who prepared this report: Kemal Karakaya Title: Consultant ~ Preparer's Signature: Date Prepared: 05118/2017 ~ Phone #: (Use additional pages, if necessary) Page 1 of 1

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11 FORMS OSC Use Only: Reporting Code: CategOry Code: State Consultant Services Report Period: April 1, 2016 to March 31, 2017 Contracting State Agency Name: Division of the Budget Contract Number: C Contract Term:02/01 /2014 to 01/31/2019 Agency Code: DOBOI Contractor Name: Public Resiurces Advisory Group, Inc. -Contractor Address: 59 Broaoway, Suite t2-hr,n-ew York, NY loofj6 Description of Services Being Provided: Financial Advisory Service Analysis 0 Evaluation 0 Research 0 Training 0 Data Processing 0 Computer Programming 0 Other IT consulting 0 Engineering 0 Architect Services D Surveying D Environmental Services D Health Services 0 Mental Health Services 0 Accounting 0 Auditing 0 Paralegal 0 Legal 0 Other Consulting 00 Employment Category Number of Employees Number of Hours Worked Amount Payable Under the Contract Financial Analyst , $484, Total this paqe Grand Total , $484, Name of person who prepared this report: Brenda Henry Preparer's Signature: ~~ ~~ Title: Controller ~ne #: (212) Date Pre ared: 05/01/2017 Use additional pages if necessary) Page of

12 AC (Effective 4/12) FORMB Contracting State Agency Name: Contract Number: C Report Period: April 1, 2016 to March 31, 2017 Division Contract Term: 02/01/2014 to 01/31/2019 of the Budget Contractor Name: Alvarez & Marsal Public Sector Services, LLC Agency Department ID: Contractor Address: 600 Madison Avenue, 8 th Floor, New York, NY Description of Services Being Provided: local government management, financial and restructuring services Analysis DEvaluation o Research o Training Data Processing o Computer Programming o Other IT consulting o Engineering o Architect Services o Surveying o Environmental Services o Health Services o Mental Health Services o Accounting o Auditing o Paralegal o Legal r8j Other Consulting Engagement Partner Project Manager Senior Analyst Analyst $ $0.00 Total this Page $ 0.00 Grand Total $0.00 Name of person who prepared this report: Asta Roques Title: Senio' Operntions Di,.cto~ 'r --/z, Preparer's Signature: Z U(.,<.. tf'--rje:s Date Prepared: 05101/2017 Phone #: (Use additional pages, if necessary) Page 1 of 1

13 AC 3272-S (Effective 4/12) FORM B Report Period: April 1, 2016 to March 31, 2017 Contracting State Agency Name: Contract Number: C Division of the Budget Contract Term: 2/1/2014 to 1/21/2019 Contractor Name: KPMG LLP Contractor Address: 515 Broadway, 4th Floor, Albany, NY Description of Services Being Provided: No activity. D Analysis DEvaluation D Research D Training D Data Processing D Computer Programming D Other IT consulting D Engineering D Architect Services D Surveying D Environmental Services D Health Services D Mental Health Services. D Accounting D Auditing D Paralegal D Legal KI Other Consulting $ $0.00 Total this Page $ 0.00 Grand Total Name of person who prepared this report: Geoff Plante Title: Partner.,0!yVO Preparer's Signature: ~-_~ ~ _ Date Prepared: 5/2/2017 Phone #: (Use additional pages, if necessary) Page 1 of 1

14 AC 3272-S (Effective 4/12) FORMB Report Period: April 1, 2016 to March 31, 2017 Contracting State Agency Name: Division of the Budget Contract Number: C Contract Term: 02/01/2014 to 01/31/2019 Contractor Name: Public Works LLC Contractor Address: 1690 E Strasburg Road Description of Services Being Provided: Local Government Management, Financial and Restructuring Services; No services provided during the Reporting Period. I:8l Analysis DEvaluation o Research o Training o Data Processing o Computer Programming o Other IT consulting o Engineering o Architect Services o Surveying o Environmental Services o Health Services o Mental Health Services o Accounting o Auditing o Paralegal o Legal o Other Consulting 0.00 _ $D.OO Total this Page $ 0.00 Grand Total Name of person who prepared this report: Jennifer Wall Title: Manager Preparer's Signatur~=:::;;..;... _ Date Prepared: 05111/2017 Phone #: (Use additional pages, if necessary) Page 1 of 1

15 FORMS OSC Use Only: Reporting Cateaorv Code: Code: State Consultant Services Report Period: ADri11, 2016 to March 31, 2017 Contracting State Agency Name: Division of the Budget Contract Number: C Contract Term:02/29 /2016 to 02/ Contractor Name: Public Resiurces Advisory Group, Inc. Contiactoi Addrtss: J~ llrund\vay, Suite 121C, r~cw "{or~ r~y Description of SeNices Being Provided: Financial Advisory Service Agency Code: DOBOI Analysis 0 Evaluation 0 Research 0 Training 0 Data Processing 0 Computer Programming 0 Other IT consulting 0 Engineering 0 Architect Services 0 Surveying 0 Environmental Services 0 Health Services 0 Mental Health Services 0 Accounting 0 Auditing 0 Paralegal 0 Legal 0 Other Consulting 00 Employment Category Amount Payable Under Number of Employees Number of Hours Worked the Contract Financial Analyst $275, Total this paqe Grand Total $275, Name of person who pre Preparer's Signature:-.S!~~~~~=-_.:::~~~~~ _ Title: Controller Date Pre ared: 05/01/2017 Use additional pages if necessary) Page 1 of 1

16 AC 3272-S (Effective 4/12) FORM B Contracting State Agency Name: Contract Number: COOOt.;if3 Contract Term: to Report Period: April 1,2016 to March 31,2017 Division Contractor Name: Hilltop Securities Inc. of the Budget Contractor Address: 485 Madison Avenue, Suite 1800, New York, NY Description of Services Being Provided: Financial Advisor [gj Analysis DEvaluation D Research D Training D Data Processing D Computer Programming D Other IT consulting D Engineering D Architect Services D Surveying D Environmental Services D Health Services D Mental Health Services D Accounting D Auditing D Paralegal D Legal D Other Consulting Financial Advisor Consulting $1, Total this Page $1, Grand Total Name of person who prepared this report: Steven J. Kantor Title: Managing Director Preparer's Signature: v_ ~.;_/,-,-;%_r.~_7 _ Date Prepared: 5/12/2017 Phone #: (212) (Use additional pages, if necessary) Page of

17 AC 3272-S (Effective 4/12) FORMS Report Period: April 1,2016 to March 31,2017 Contracting State Agency Name: Division of the Budget Contract Number: C Contract Term: 03/01/2016 to 02/28/2021 Contractor Name: KPMG LLP Contractor Address: 515 Broadway Description of Services Being Provided: Federal Single Audit D Analysis DEvaluation D Research D Training D Data Processing D Computer Programming D Other IT consulting D Engineering D Architect Services D Surveying D Environmental Services D Health Services D Mental Health Services D Accounting ~ Auditing D Paralegal D Legal D Other Consulting Engagement Partner $156, Audit Manager $128, Audit Team Lead $154, IT Audit Team Lead $5, Senior Accountant , $635, Senior IT Accountant $7, Staff Accountant , $136, Staff IT Accountant $ Total this Page , $1,225, Grand Total ,247 $1,225, Name of person who prepared this report: Marie Zimmerman Title: Partner Preparer's Signature: Date Prepared: S" 13 / I 7 Phone #: (Use additional pages, if necessary) Page 1 of 1

18 FORMB OSC Use Only: Reporting Code: Category Code: State Consultant Services Report Period: April 1, 2016 to March 31, 2017 Contracting State Agency Name: NYS DFS Contract Number: PH65773 Contract Term: 10101/2012 to 09/30/2017 Contractor Name: lit Inc Agency Code: \ ~ Contractor Address: 6 CORNISH COURT, SUITE 101, HUNTINGTON STATION, NY Description of Services Being Provided: IT Services Analysis 0 Evaluation 0 Research 0 Training 0 Data Processing 0 Computer Programming ~ Other IT consulting 0 Engineering 0 Architect Services 0 Surveying 0 Environmental Services 0 Health Services 0 Mental Health Services 0 Accounting 0 Auditing 0 Paralegal 0 Legal 0 Other Consulting 0 Employment Category Number of Employees Number of Hours Worked Amount Payable Under the Contract Computer Proqrammers I Total this paqe Grand Total Name of person who prepared this report: Dinesh Gulati Preparer's Signature:...D..:::...:./.:..au.I3.;..;~"",U4 Title: Managing Director Phone #: Date Prepared: 4/27/2017 Use additional pages if necessary) Page 1 of 1 _..

19 AC (Effective 4/12) FORM B Contract Number: S Report Period: April 1, 2016 to March 31, 2017 Contracting State Agency Name: Division of the Budget Contract Term: 04/01/2016 to 03/31/2017 Contractor Name: Joseph M Bress Contractor Address: 3704 Harrison Street NW, Washington, DC Description of Services Being Provided: Labor Relations o Analysis DEvaluation o Research o Training o Data Processing o Computer Programming o Other IT consulting o Engineering o Architect Services o Surveying o Environmental Services o Health Services o Mental Health Services o Accounting o Auditing o Paralegal o Legal ~ Other Consulting Labor Relations Specialist $53, Total this Page $53, Grand Total $53, Name of person who ~4-!tr prepared this report: Joseph M Bress Title: Labor Counsel Preparer's Signature: ~ ~ ~ Phone #: Date Prepared: 0510 li017 (Use additional pages, if necessary) Page 1 of 1

20 AC 3272-S (Effective 4/12) FORMB Contracting State Agency Name: Contract Number: T Report Period: April 1,2016 to March 31,2017 Division of the Budget Contract Term: 2/2/2015 to 1/29/2016 Contractor Name: LJN Partnership Contractor Address: 26 Filomena Drive, Pittsfield, MA Description of Services Being Provided: Lean Consulting D Analysis DEvaluation D Research ~ Training D Data Processing D Computer Programming D Other IT consulting D Engineering D Architect Services D Surveying D Environmental Services D Health Services D Mental Health Services o Accounting o Auditing o Paralegal o Legal o Other Consulting Attend NYS Lean Strategy Meeting $ $ _ $ $ $0.00 Total this Page $(ij).00 Grand Total 1.00 $60000 Name of person who prepared this report: lany. J. Newmark Title: Principal.),., / Preparer's Signature: i' 1.'l.)(1 J - ' --,""'1'\.. Date Prepared: v ~-.J th 0 (Use additional pages, if necessary) Phone #: fi';;) "1'1-2 -l. 2 7~ Page 1 of 1

21 AC 3272-S (Effective 4/12) FORMB Contracting Report Period: April 1,2016 to March 31,2017 State Agency Name: Contract Number: T Contract Term: 03/17/2015 to 03/16/2015 Division of the Budget Contractor Name: Bassett Lean Consulting LLC Contractor Address: 2 Oak Brook Blvd, Saratoga Springs, NY Description of Services Being Provided: Lean Consulting Scope of Contract (Choose one that besuits): Analysis DEvaluation o Research o Training o Data Processing o Computer Programming o Other IT consulting o Engineering o Architect Services o Surveying o Environmental Services o Health Services o Mental Health Services o Accounting o Auditing o Paralegal o Legal ~ Other Consulting $0.00 Total this Page $ 0.00 Grand Total $0.00 Name of person who prepared this report: Mark Bassett Title: GM Bassett Lean Consulting LLC ~ Preparer's Signature: ~~~ Date Prepared: 05/08/2017 Phone #: (Use additional pages, if necessary) Page 1 of 1

22 AC 3272-S (Effective 4112) FORM B Report Period: April 1,2016 to March 31,2017 Contracting State Agency Name: Contract Number: T Division Contract Term: 3/1/2015 to 2/28/2017 Contractor Name: Daniel Baugher of the Budget Contractor Address: 150 Nassau Street, #110, N.Y., N.Y scription of Services Being Provided: 8ssist i~qministration and scoring of Competitive Promotional Principal Budget Examiner, Grade 31, exam. D Analysis DEvaluation D Research D Training D Data Processing D Computer Programming D Other IT consulting D Engineering D Architect Services D Surveying D Environmental Services D Health Services D Mental Health Services D Accounting D Auditing D Paralegal o Legal IZI Other Consulting Management Analyst $15, $O.OD_ Total this Page $15, Grand Total 132 $15, Name of person who prepared this report: Dani I Baugher Title: Consultant/Owner Preparer's Signature:...L...~---'... --"--_._---,~+-:- _ Date Prepared: 5/1/2017 Phone #: (Use additional pages, if necessary) Page of