01 User Guide 1-14-26.docx

STATE OF WISCONSIN

DEPARTMENT OF ADMINISTRATION

Division of Enterprise Operations State Bureau of Procurement

CONTRACT USER GUIDE

Statewide Accounting, Auditing, and Consulting Services – 505ENT-O26-ACCTCONSULT-00

Scope The State of Wisconsin, Department of Administration, has created this contract for the purchase of Accounting, Auditing, and Consulting Services. The awarded vendors will provide these services on an as-needed basis for State of Wisconsin Agencies including University of Wisconsin System campuses and eligible participants in the State of Wisconsin’s cooperative purchasing service. This Contract is optional use by State Agencies. Authorized municipalities may optionally utilize the Contract.

Pricing

· Lots were awarded on the basis of lowest lot market basket totals.

· The Cost Sheet contains pricing for each job title by awarded vendor. Pricing is a not-to-exceed hourly bill rate. This is the maximum rate that may be billed to the State for each position, but bill rates may be negotiated lower by contracting Agencies on a case-by-case basis.

· See Job Title Descriptions document for job descriptions for each position level.

· If an additional job title is needed that falls within the accounting, auditing, or consulting categories, contact Kristina Harris to determine if it can be added to the contract.

· Mileage for authorized travel from headquarters/starting work location to other location(s) during the workday shall be paid at the State mileage rate (https://dpm.wi.gov/Pages/HR_Admin/Class-and-Comp-HR-Admin.aspx - see current Pocket Travel Guide for rates). All travel must be preapproved by the Authorized User. If a billing dispute should arise concerning miles traveled, the shortest route suggested by Google Maps (directions feature) may be used to validate distance traveled.

How to Acquire Accounting, Auditing, and Consulting Services

Determine the Appropriate Job Classification The “Job Title Descriptions” attachment on Vendornet provides a list of sample duties as a guide for each job classification. Authorized Users may assign other similar duties.

Identify the Lot and awarded Vendors Refer to Cost Sheet attachment on Vendornet to determine which lot the job title falls under and which vendors have been awarded that lot. Services may be in-person or remote and were not awarded by location for this contract. Contracted Personnel do not need to be located in the State of Wisconsin, but they do need to be located in the United States.

Fill Out the Request for Service (RFS) Forma and Submit to All Awarded Vendors Submit your request to all vendors awarded for that lot. Contact information for service requests is posted to Vendornet in the first tab of the Cost Sheet.

The vendor(s) may suggest a different job classification based on the duties provided in the request. It is the vendor and Authorized User’s responsibility to establish the appropriate job classification.

Determine Billing Rates Rates shall not exceed what is listed on the Cost Sheet attachment; however, a lower bill rate may be negotiated between the Authorized User and vendor. In such case, that rate shall remain firm for the entire engagement.

It is the Authorized User’s responsibility to verify that they are receiving the agreed upon billing rates.

Place an Order The Authorized User and vendor will have mutually agreed upon the information provided before work commences.

In accordance with the State Procurement Manual § PRO-408, a purchase order is required prior to services beginning unless the cost for the entire duration of the engagement is less than $5,000.

Authorized Users are responsible for placing their orders with the vendor.

Additional personnel duties may be added during the duration of the engagement if the Authorized User and vendor mutually agree upon such duties in writing prior to the start of new duties.

Services that Exceed $50,000 State Agency users of this Contract must complete a CBA for an expenditure of more than $50,000. Please refer to State Procurement Manual § PRO-205 for policy and instructions.

Post Order Customer Service The vendor shall provide the Authorized User a single point of contact (and a backup) to handle questions and resolve problems that arise.

Questions/Comments/Complaints/User Feedback Please direct any questions, comments, complaints to the state contract manager. Feedback will help to address and correct immediate issues and to prepare for future solicitations in a manner that will benefit the end users of this contract and the State of Wisconsin.

Contract Manager: Kristina Harris DOA – Bureau of Procurement, 101 E. Wilson St., F6, Madison, WI 53703 608-266-2313 Kristina.Harris@wisconsin.gov image1.png