Vendor Name | Department/Facility | Contract Number | Current Contract Amount | Spending to Date | Contract Start Date | Contract End Date | Contract Description | Contract Type | Original Contract Approved/Filed Date |
---|---|---|---|---|---|---|---|---|---|
US BANK NATIONAL ASSOCATION | Office of the State Comptroller | C000793 |
$4,694,631.50
|
$4,398,629.54 |
12/01/2003 | 11/30/2011 | CUSTODIAL, BROKERAGE AND RESEARCH SERVICES FOR ABANDONED SECURITIES | Consultant - Audit, Accounting, Actuarial And Related Services | 09/28/2011 |
TREASURY SERVICES GROUP LLC | Office of the State Comptroller | C001154 |
$5,000,000.00
|
$0.00 |
08/19/2022 | 08/18/2032 | Audit services for the identification, collection and processing of out-of-state abandoned property | Consultant - Audit, Accounting, Actuarial And Related Services | 08/19/2022 |
TOSKI & CO CPAS PC | Office of the State Comptroller | C000886 |
$79,700.00
|
$79,700.00 |
03/11/2011 | 06/30/2011 | AUDIT OF OSC INTERNAL CONTROLS | Consultant - Audit, Accounting, Actuarial And Related Services | 03/10/2011 |
TOSKI & CO CPAS PC | Office of the State Comptroller | C000969 |
$89,950.00
|
$85,950.00 |
01/30/2015 | 07/29/2015 | Audit of OSC Internal Controls | Consultant - Audit, Accounting, Actuarial And Related Services | 01/30/2015 |
SPECIALTY AUDIT SERVICES LLC | Office of the State Comptroller | C001153 |
$5,000,000.00
|
$0.00 |
08/19/2022 | 08/18/2032 | Audit services for the identification, collection and processing of out-of-state abandoned property | Consultant - Audit, Accounting, Actuarial And Related Services | 08/19/2022 |
PUBLIC RESOURCES ADVISORY GROUP | Office of the State Comptroller | C000889 |
$691,000.00
|
$291,416.25 |
09/01/2011 | 02/28/2017 | FINANCIAL ADVISORY SERVICES | Consultant - Audit, Accounting, Actuarial And Related Services | 09/01/2011 |
PUBLIC RESOURCES ADVISORY GROUP | Office of the State Comptroller | C001031 |
$2,000,000.00
|
$339,493.33 |
03/01/2017 | 02/28/2023 | Primary Financial Advisory Services | Consultant - Audit, Accounting, Actuarial And Related Services | 06/02/2017 |
PUBLIC RESOURCES ADVISORY GROUP | Office of the State Comptroller | C000832 |
$1,700,363.44
|
$592,010.70 |
07/01/2005 | 08/31/2011 | PRIMARY FINANCIAL ADVISOR | Consultant - Audit, Accounting, Actuarial And Related Services | 06/15/2011 |
PUBLIC RESOURCES ADVISORY GROUP | Office of the State Comptroller | C001160 |
$2,191,650.00
|
$165,780.00 |
03/01/2023 | 02/29/2028 | Primary financial advisory services | Consultant - Audit, Accounting, Actuarial And Related Services | 01/31/2023 |
PENFLEX INC | Office of the State Comptroller | C001084 |
$201,281.00
|
$0.00 |
05/14/2019 | 02/02/2020 | ADMINISTRATIVE AND ACTUARIAL SERVICES FOR LENGTH OF SERVICE AWARDS PROGRAMS | Consultant - Audit, Accounting, Actuarial And Related Services | 05/14/2019 |
PENFLEX INC | Office of the State Comptroller | C000856 |
$500,000.00
|
$0.00 |
02/14/2008 | 08/13/2013 | ADMINISTRATIVE AND ACTUARIAL SERVICES | Consultant - Audit, Accounting, Actuarial And Related Services | 02/14/2008 |
PENFLEX INC | Office of the State Comptroller | C000922 |
$1,000,000.00
|
$0.00 |
08/14/2013 | 05/13/2019 | ADMINISTRATIVE AND ACTUARIAL SERVICES FOR LENGTH OF SERVICE AWARDS PROGRAMS | Consultant - Audit, Accounting, Actuarial And Related Services | 08/30/2013 |
PENFLEX ACTUARIAL SERVICES LLC | Office of the State Comptroller | C001084 |
$797,044.00
|
$0.00 |
02/03/2020 | 05/13/2024 | Contract Assignment from Penflex Inc. for administrative and actuarial services for LOSAP | Consultant - Audit, Accounting, Actuarial And Related Services | 09/30/2020 |
MITCHELL & TITUS LLP | Office of the State Comptroller | C001109 |
$173,600.00
|
$84,900.00 |
06/12/2020 | 06/11/2024 | Professional auditing services for internal control system | Consultant - Audit, Accounting, Actuarial And Related Services | 06/12/2020 |
MERRILL LYNCH PIERCE FENNER & SMITH INC | Office of the State Comptroller | C000651 |
$522,267.94
|
$522,267.94 |
02/19/1998 | 02/01/2018 | SENIOR MANAGER & REMARKETING AGENT FOR VARIABLE RATE BONDS. | Consultant - Audit, Accounting, Actuarial And Related Services | 02/03/1999 |
LAMONT FINANCIAL SERVICES CORPORATION | Office of the State Comptroller | C001032 |
$400,000.00
|
$3,746.25 |
03/01/2017 | 02/28/2023 | Secondary Financial Advisor | Consultant - Audit, Accounting, Actuarial And Related Services | 06/02/2017 |
KROLL GOVERNMENT SOLUTIONS LLC | Office of the State Comptroller | C000996 |
$5,000,000.00
|
$188,164.33 |
06/14/2016 | 06/13/2027 | Audit Services for the Identification, Collection, and Processing of Out-of-State Abandoned Property | Consultant - Audit, Accounting, Actuarial And Related Services | 06/14/2016 |
KROLL GOVERNMENT SOLUTIONS LLC | Office of the State Comptroller | C001152 |
$5,000,000.00
|
$91,613.70 |
08/19/2022 | 08/18/2032 | Audit services for the identification, collection and processing of out-of-state abandoned property | Consultant - Audit, Accounting, Actuarial And Related Services | 08/19/2022 |
KPMG LLP | Office of the State Comptroller | C000878 |
$6,264,100.00
|
$6,263,581.00 |
10/01/2009 | 09/30/2014 | ANNUAL FINANCIAL STATEMENTS AND EMEDNY AUDIT | Consultant - Audit, Accounting, Actuarial And Related Services | 03/24/2010 |
KPMG LLP | Office of the State Comptroller | C000952 |
$10,126,722.00
|
$10,126,722.00 |
10/01/2014 | 10/31/2020 | ANNUAL FINANCIAL STATEMENT AUDITS | Consultant - Audit, Accounting, Actuarial And Related Services | 12/03/2014 |
KPMG LLP | Office of the State Comptroller | C001119 |
$9,712,910.00
|
$6,026,270.00 |
10/01/2020 | 09/30/2025 | Professional auditing services for New York State annual financial statements and eMedNY | Consultant - Audit, Accounting, Actuarial And Related Services | 01/19/2021 |
KELMAR ASSOCIATES LLC | Office of the State Comptroller | C000995 |
$3,500,000.00
|
$436,848.69 |
06/14/2016 | 06/13/2027 | Audit Services for the Identification, Collection, and Processing of Out-of-State Abandoned Property | Consultant - Audit, Accounting, Actuarial And Related Services | 06/14/2016 |
KELMAR ASSOCIATES LLC | Office of the State Comptroller | C001151 |
$5,000,000.00
|
$0.00 |
08/19/2022 | 08/18/2032 | Audit services for the identification, collection and processing of out-of-state abandoned property | Consultant - Audit, Accounting, Actuarial And Related Services | 08/19/2022 |
JPMORGAN SECURITIES INC | Office of the State Comptroller | C000624 |
$776,855.95
|
$640,974.46 |
02/19/1997 | 02/01/2017 | SR MNGR & REMARKETING AGENT FOR GENERAL OBLIGATION BONDS | Consultant - Audit, Accounting, Actuarial And Related Services | 03/06/1997 |
JP MORGAN SECURITIES INC | Office of the State Comptroller | C000729 |
$985,202.78
|
$985,202.78 |
03/16/2000 | 03/15/2030 | SR MANAGER & REMARKETING AGENT FOR SERIES 2000. | Consultant - Audit, Accounting, Actuarial And Related Services | 04/13/2000 |
JP MORGAN CHASE BANK NA | Office of the State Comptroller | C000649 |
$3,982,630.54
|
$2,567,053.09 |
02/19/1998 | 11/30/2015 | CREDIT FACILITY PROVIDER FOR VARIABLE RATE GENERAL OBLIGATION BONDS | Consultant - Audit, Accounting, Actuarial And Related Services | 07/13/2005 |
HILLTOP SECURITIES INC | Office of the State Comptroller | C000890 |
$98,200.00
|
$0.00 |
01/22/2016 | 02/28/2017 | Contract Assignment from First Southwest Company to Hilltop Securities Inc | Consultant - Audit, Accounting, Actuarial And Related Services | 09/15/2016 |
GREAT DISCLOSURE LLC | Office of the State Comptroller | C000892 |
$65,250.00
|
$53,225.04 |
01/17/2012 | 09/30/2012 | BUSINESS CONSULTANT FOR THE 529 COLLEGE SAVINGS PROGRAM | Consultant - Audit, Accounting, Actuarial And Related Services | 01/17/2012 |
GOLDMAN SACHS & CO | Office of the State Comptroller | C000701 |
$327,398.09
|
$327,398.09 |
12/01/1998 | 11/30/2018 | REMARKETING AGENT SERVICES FOR SERIES 98G GENERAL OBLIGATION BONDS | Consultant - Audit, Accounting, Actuarial And Related Services | 12/30/1998 |
GLENS FALLS NATIONAL BANK AND TRUST CO | Office of the State Comptroller | C000857 |
$300,000.00
|
$0.00 |
02/14/2008 | 08/13/2013 | LOSAP TRUSTEE FOR LENGTH OF SERVICE AWARD PROGRAM | Consultant - Audit, Accounting, Actuarial And Related Services | 02/14/2008 |
GLENS FALLS NATIONAL BANK AND TRUST CO | Office of the State Comptroller | C001083 |
$1,280,916.10
|
$0.00 |
05/14/2019 | 05/13/2025 | TRUSTEE SERVICES FOR LENGTH OF SERVICE AWARDS PROGRAMS | Consultant - Audit, Accounting, Actuarial And Related Services | 05/14/2019 |
GLENS FALLS NATIONAL BANK AND TRUST CO | Office of the State Comptroller | C000916 |
$300,000.00
|
$0.00 |
08/14/2013 | 05/13/2019 | TRUSTEE SERVICES | Consultant - Audit, Accounting, Actuarial And Related Services | 07/19/2013 |
FRASCA & ASSOCIATES LLC | Office of the State Comptroller | C001161 |
$1,263,750.00
|
$5,018.75 |
03/01/2023 | 02/29/2028 | Secondary financial advisory services | Consultant - Audit, Accounting, Actuarial And Related Services | 01/31/2023 |
FIRST SOUTHWEST COMPANY | Office of the State Comptroller | C000890 |
$0.00
|
$0.00 |
09/01/2011 | 01/21/2016 | SECONDARY FINANCIAL ADVISOR | Consultant - Audit, Accounting, Actuarial And Related Services | 12/19/2011 |
FIRST SOUTHWEST COMPANY | Office of the State Comptroller | C000833 |
$140,000.00
|
$7,357.50 |
07/11/2005 | 08/31/2011 | SECONDARY FINANCIAL ADVISOR | Consultant - Audit, Accounting, Actuarial And Related Services | 06/23/2011 |
EECS LLC | Office of the State Comptroller | C001150 |
$5,000,000.00
|
$0.00 |
08/19/2022 | 08/18/2032 | Audit services for the identification, collection and processing of out-of-state abandoned property | Consultant - Audit, Accounting, Actuarial And Related Services | 08/19/2022 |
DS502 CITIGROUP GLOBAL MARKETS | Office of the State Comptroller | C000758 |
$2,200,000.00
|
$1,615,944.54 |
02/21/2002 | 02/15/2022 | BROKER DEALER FOR SERIES 2001 B,C&D GO BONDS | Consultant - Audit, Accounting, Actuarial And Related Services | 02/20/2002 |
DS501 UBS FINANCIAL SERVICES INC | Office of the State Comptroller | C000757 |
$2,350,000.00
|
$2,232,508.83 |
02/21/2002 | 02/15/2022 | BROKER DEALER FOR SERIES 2001 B,C&D GO BONDS | Consultant - Audit, Accounting, Actuarial And Related Services | 02/20/2002 |
DS500 MORGAN STANLEY | Office of the State Comptroller | C000756 |
$3,430,000.00
|
$1,853,747.09 |
02/21/2002 | 02/15/2032 | BROKER DEALER FOR SERIES 2001B,C&D GO BONDS | Consultant - Audit, Accounting, Actuarial And Related Services | 02/20/2002 |
CONDUENT STATE & LOCAL SOLUTIONS INC | Office of the State Comptroller | C000875 |
$8,666,665.00
|
$2,584,148.98 |
02/23/2010 | 06/30/2016 | IDENTIFICATION AND COLLECTION OF OUT OF STATE ABANDONED PROPERTIES AND GENERAL LEDGER | Consultant - Audit, Accounting, Actuarial And Related Services | 02/23/2010 |
CONDUENT STATE & LOCAL SOLUTIONS INC | Office of the State Comptroller | C001006 |
$622,561.61
|
$622,561.61 |
09/02/2016 | 01/31/2019 | Custodial Brokerage and Research Services for Abandoned Securities for Office of Unclaimed Funds | Consultant - Audit, Accounting, Actuarial And Related Services | 09/02/2016 |
CONDUENT STATE & LOCAL SOLUTIONS INC | Office of the State Comptroller | C000997 |
$56,237.21
|
$56,237.21 |
06/06/2016 | 02/16/2018 | Audit Services for the Identification, Collection, and Processing of Out-of-State Abandoned Property | Consultant - Audit, Accounting, Actuarial And Related Services | 06/14/2016 |
CEM BENCHMARKING | Office of the State Comptroller | C001137 |
$250,000.00
|
$50,000.00 |
07/01/2022 | 06/30/2027 | Pension benchmarking services | Consultant - Audit, Accounting, Actuarial And Related Services | 05/03/2022 |
CEM BENCHMARKING | Office of the State Comptroller | C000872 |
$195,000.00
|
$185,000.00 |
05/31/2009 | 05/30/2014 | BENEFIT ADMINISTRATION BENCHMARKING SERVICES | Consultant - Audit, Accounting, Actuarial And Related Services | 01/06/2010 |
BLX GROUP LLC | Office of the State Comptroller | C000855 |
$31,250.00
|
$21,000.00 |
08/14/2007 | 08/13/2037 | ARBITRAGE REBATE COMPLIANCE SERVICES | Consultant - Audit, Accounting, Actuarial And Related Services | 08/15/2007 |
BLX GROUP LLC | Office of the State Comptroller | C000910 |
$70,000.00
|
$16,250.00 |
03/01/2011 | 02/28/2041 | Arbitrage Rebate Compliance Services | Consultant - Audit, Accounting, Actuarial And Related Services | 01/07/2013 |
BLX GROUP LLC | Office of the State Comptroller | C000638 |
$50,000.00
|
$24,750.00 |
01/01/1997 | 12/31/2030 | REBATE CALCULATOR FOR ISSUANCE OF GENERAL OBLIGATION DEBT | Consultant - Audit, Accounting, Actuarial And Related Services | 11/07/1997 |
BLX GROUP LLC | Office of the State Comptroller | C000770 |
$107,500.00
|
$25,250.00 |
03/01/2001 | 02/28/2031 | ARBITRAGE REBATE CALCULATOR SERVICES | Consultant - Audit, Accounting, Actuarial And Related Services | 09/28/2007 |
AVENU SLS HOLDINGS LLC | Office of the State Comptroller | C001006 |
$13,912,688.39
|
$1,547,234.81 |
02/01/2019 | 09/01/2024 | Audit services contract assignment from Conduent | Consultant - Audit, Accounting, Actuarial And Related Services | 12/27/2019 |
AUDIT SERVICES US LLC | Office of the State Comptroller | C001149 |
$5,000,000.00
|
$0.00 |
08/19/2022 | 08/18/2032 | Audit services for the identification, collection and processing of out-of-state abandoned property | Consultant - Audit, Accounting, Actuarial And Related Services | 08/19/2022 |