{"id":2285,"date":"2023-08-03T08:23:34","date_gmt":"2023-08-03T12:23:34","guid":{"rendered":"https:\/\/elcbigbend.org\/?post_type=procurement&p=2285"},"modified":"2023-09-14T15:17:03","modified_gmt":"2023-09-14T19:17:03","slug":"financial-audit-and-tax-filing-services-request-for-proposals-rfp-2023-2024-0001","status":"publish","type":"procurement","link":"https:\/\/elcbigbend.org\/es\/procurement\/financial-audit-and-tax-filing-services-request-for-proposals-rfp-2023-2024-0001\/","title":{"rendered":"Financial Audit and Tax Filing Services Request for Proposals (RFP) #2023.2024-0001"},"content":{"rendered":"\n
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Organization Information<\/u><\/strong><\/h4>\n\n\n\n

The Early Learning Coalition of the Big Bend Region, Inc. (ELC) operates as a not-for-profit corporation and incorporated as the Leon School Readiness Coalition in 2001 as required by the School Readiness Act of 1999 (F.S. 411.01). In response to legislative requirements, ELC has gone through several transitions, mergers as well as name changes, and expanded its service area in 2005 to encompass the seven counties it serves today.<\/p>\n\n\n\n

Headquartered in Tallahassee, Florida, ELC currently has 47 employees and proudly serves Gadsden, Jefferson, Leon, Liberty, Madison, Taylor, and Wakulla Counties. A contracted partner with the Florida Department of Education\u2019s (DOE) Division of Early Learning (DEL), ELC is responsible for the administration of the School Readiness (SR) and Voluntary Prekindergarten (VPK) programs.<\/p>\n\n\n\n

Statement of Need <\/u><\/strong><\/u><\/strong><\/h4>\n\n\n\n

ELC invites qualified companies that have a demonstrated history of providing financial auditing services for early learning coalitions or similar organizations created by Florida Statute, non-profit organizations primarily funded by state and federal grants or contracts, and government entities, to submit proposals to this solicitation, Financial Audit and Tax Filing Services Request for Proposals (RFP) #2023.2024-0001<\/strong>.<\/em><\/strong>         <\/strong><\/p>\n\n\n\n

The objective of this RFP is to procure a contract for a qualified independent financial auditor to provide financial audit and annual Form 990 tax filing services for ELC for Fiscal Years ending June 30, 2023, 2024, 2025, 2026, and 2027. The desired financial auditor will demonstrate their ability and history providing the services described in the Statement of Work (SOW).<\/p>\n\n\n\n

Responsive proposals demonstrate Proposer has a minimum of ten years\u2019 experience conducting audits of annual financial statements with organizations similar to ELC, as described in the SOW, and the staffing capacity to provide these services in a high-quality manner with excellent customer service at a reasonable cost to the organization.<\/a><\/p>\n\n\n\n

ELC\u2019s online RFP template will only accept timely proposals that include responses to all questions and all required documentation.<\/p>\n\n\n\n

Contract Term<\/u><\/strong><\/h4>\n\n\n\n

The original contract term will be for a five-year period. After completion of the first term, ELC may renew the agreement one time contingent upon satisfactory performance and availability of funds.<\/p>\n\n\n\n

ELC anticipates the first Term will begin November 2, 2023, or on the date the contract is signed by the last party required to sign (\u201cexecution date\u201d), and end November 1, 2028, or five years from the date executed.<\/p>\n\n\n\n

ELC may exercise the option to extend any current term for a period of no more than six months, if necessary, to complete any current fiscal year audit in progress. Any approved extension will not change the approved funding amounts allocated for each audit and will only allow the time necessary to complete any current audit in progress.<\/p>\n\n\n\n

RFP Schedule<\/u><\/strong><\/h4>\n\n\n\n
 Procurement Schedule<\/strong><\/td>Due Date<\/strong><\/td>Time (EST)<\/strong><\/td><\/tr><\/thead>
1.<\/td>Release RFP<\/td>08\/03\/23<\/td>7:30 AM<\/td><\/tr>
2.<\/td>Deadline to e-mail Letter of Intent (LOI) to apply<\/td>08\/07\/23<\/td>5:00 PM<\/td><\/tr>
 3.<\/td>Deadline to e-mail Technical Questions<\/td>08\/07\/23<\/td>5:00 PM<\/td><\/tr>
4.<\/td> Anticipated date to post FAQ\u2019s on ELC\u2019s website<\/td>08\/10\/23<\/td>5:00 PM<\/td><\/tr>
5.<\/td>Proposal due date (E-mail PDFs to ELC)<\/td>08\/16\/23<\/td>5:00 PM<\/td><\/tr>
6.<\/td>Public opening of all Proposals (Zoom Meeting)<\/td>08\/16\/23<\/td>5:01 PM<\/td><\/tr>
7.<\/td>Formal evaluation period<\/td>08\/17\/23 to 09\/19\/23<\/s> 09\/14\/23<\/strong><\/strong><\/td> <\/td><\/tr>
8.<\/td>Proposer Presentations to Eval Panel<\/td>08\/28\/23<\/td>9:00 AM to 12:00 PM<\/td><\/tr>
9.<\/td>Anticipated date to post Notice of Intent to Award (NOIA)<\/td>09\/14\/23<\/strong> 09\/19\/23<\/s><\/td>9:00 AM<\/td><\/tr>
10.<\/td>Anticipated End of 72 Hour (Three Business Day) period to protest NOIA.<\/td>09\/19\/23<\/strong> 09\/22\/23<\/s><\/td>9:00 AM<\/td><\/tr>
11.<\/td>Anticipated end of 10Calendar Day Period for Formal Written Protest with Bond (1% of Contract Value). F.S. 60A-1.021, 287.042(2) (c) and 120.57(3)(b).*<\/td>09\/29\/23<\/strong> 10\/2\/23<\/s><\/td>9:00 AM<\/td><\/tr>
12.<\/td>Executive Committee reviews and recommends action on Professional Services Contract<\/td>10\/19\/23<\/td>9:00 AM<\/td><\/tr>
13.<\/td>Board of Directors Votes on Executive Committee recommendations for Professional Services Contract.<\/td>11\/02\/23<\/td>9:00 AM<\/td><\/tr>
14.<\/td>Anticipated Contract Start Date<\/td>11\/02\/23 or when executed<\/td> <\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

General Instructions to Respondents<\/u><\/strong><\/strong><\/h4>\n\n\n\n

      Electronic Submission<\/strong><\/p>\n\n\n\n

All Proposers must use the electronic templates provided by ELC to submit their LOI\u2019s and proposals and submit them on or before the noted deadline date\/times based on the date\/time stamp applied by ELC\u2019s server.<\/p>\n\n\n\n

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  1. Letter of Intent Form<\/li>\n<\/ol>\n\n\n\n

    Letter of Intent (LOI)<\/strong> to apply forms must be received on\/before Monday, August 7, 2023<\/strong>.The purpose of the LOI<\/strong> is to collect the company name, e-mail address, and contact person for each Proposer so ELC can efficiently communicate any notices\/updates regarding this RFP to all interested parties.<\/p>\n\n\n\n

    Complete\/submit the Letter of Intent (LOI) form using the following link:<\/p>\n\n\n\n