2-Appendix D Cost Proposal Form.pdf
PDF 130 KB Posted
- Attached to
- Financial Audit Services
- Solicitation number
- 27-790-1000-0001
- Issued by
- New Mexico
About this file
This is a Cost Proposal Form (Appendix D) for RFP #27-790-1000-0001 issued by the State of New Mexico's Department of Public Safety to procure Independent Public Accountant (IPA) services for financial audit services. The RFP seeks sealed proposals from qualified IPAs in good standing with the New Mexico Office of the State Auditor to perform annual audits of the Department's financial statements for four consecutive fiscal year-ends: June 30, 2027; June 30, 2028; June 30, 2029; and June 30, 2030. All responsive offerors must be listed on the New Mexico Office of the State Auditor's approved audit firm list and authorized to perform audits for public entities within New Mexico. The audit services must be conducted in accordance with Generally Accepted Governmental Auditing Standards (GAGAS/Yellow Book), Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB) Statements, CFR 2 Part 200, and state regulatory requirements.
The cost proposal form requires offerors to provide itemized costs for five audit service deliverables: Financial Statement Audit, Federal Single Audit, Financial Statement Preparation, Other Non-Audit Services, and Other services (such as Foundations or component units), with separate hour and cost entries for each of the four contract years. All deliverable costs must include labor, materials, equipment, travel, training, transportation, configuration, installation, and profit. The total project cost (excluding New Mexico Gross Receipts Tax, which is calculated separately) will be used to calculate RFP cost points during the evaluation process. The cost proposal must be submitted as a completely separate upload into the Bonfire procurement system.
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Text version
APPENDIX D
COST PROPOSAL FORM
RFP# 27-790-1000-0001
Financial Audit Services
Offeror’s Legal Business Name: ___________________________________________________
Cost Response Form Guidance:
All Deliverable Costs provided by the Offeror must include all labor materials, equipment, travel, training, transportation, configuration, installation and profit.
Itemized Deliverable Costs do not include NMGRT. See Item 7.
The TOTAL PROJECT COST will be used to calculate the RFP Cost Points.
Audit Services Deliverables:
1st Year
Hours
1st Year Cost
2nd Year
Hours
2nd Year Cost
3rd Year
Hours
3rd Year Cost
4th Year
Hours
4th Year Cost
1 Financial Statement Audit
2 Federal Single Audit
3 Financial Statement Preparation
4 Other Non-Audit Services
5 Other (ie., Foundations or other component units)
7 TOTAL
DELIVERABLES:
8 New Mexico Gross
Receipts Tax (NMGRT):
9 PROJECT TOTAL
INCLUDING NMGRT:
Please note that the Cost Proposal – Binder Three must be a completely separate upload into Bonfire.
| A. PURPOSE OF THIS REQUEST FOR PROPOSALS |
| B. BACKGROUND INFORMATION |
| C. SCOPE OF PROCUREMENT |
| D. PROCUREMENT MANAGER |
| E. PROPOSAL SUBMISSION |
| F. DEFINITION OF TERMINOLOGY |
| G. PROCUREMENT LIBRARY |
| II. CONDITIONS GOVERNING THE PROCUREMENT |
| A. SEQUENCE OF EVENTS |
| B. EXPLANATION OF EVENTS |
| 1. Issue RFP |
| 2. Pre-Proposal Conference |
| 3. Deadline to Submit Written Questions |
| 4. Response to Written Questions |
| 5. Submission of Proposal |
| 6. Proposal Evaluation |
| 7. Selection of Finalists |
| 8. Finalist Interviews/Oral Presentations |
| 9. Best and Final Offers |
| 10. Finalize Contractual Agreement |
| 11. Contract Award |
| 12. Protest Deadline |
| C. GENERAL REQUIREMENTS |
| 1. Acceptance of Conditions Governing the Procurement |
| 2. Incurring Cost |
| 3. Prime Contractor Responsibility |
| 4. Subcontractors/Consent |
| 5. Amended Proposals |
| 6. Offeror’s Rights to Withdraw Proposal |
| 7. Proposal Offer Firm |
| 8. Disclosure of Proposal Contents |
| 9. No Obligation |
| 10. Termination |
| 11. Sufficient Appropriation |
| 12. Legal Review |
| 13. Governing Law |
| 14. Basis for Proposal |
| 15. Contract Terms and Conditions |
| 16. Offeror’s Terms and Conditions |
| 17. Contract Deviations |
| 18. Offeror Qualifications |
| 19. Right to Waive Minor Irregularities |
| 20. Change in Contractor Representatives |
| 21. Notice of Penalties |
| 22. Agency Rights |
| 23. Right to Publish |
| 24. Ownership of Proposals |
| 25. Confidentiality |
| 26. Electronic mail address required |
| 27. Use of Electronic Versions of this RFP |
| 28. New Mexico Employees Health Coverage |
| 29. Campaign Contribution Disclosure Form |
| 30. Letter of Transmittal |
| 31. Disclosure Regarding Responsibility |
| 32. New Mexico/Native American Resident Preferences |
| 33. IRS W-9 Form and New Mexico Substitute W-9 Form |
| III. RESPONSE FORMAT AND ORGANIZATION |
| A. NUMBER OF RESPONSES |
| B. ELECTRONIC SUBMISSION |
| C. PROPOSAL CONTENT AND ORGANIZATION |
| IV. SPECIFICATIONS |
| A. DETAILED SCOPE OF WORK |
| B. TECHNICAL SPECIFICATIONS |
| 1. Independence |
| 2. License to Practice in New Mexico |
| 3. Firm Capability & Capacity |
| 4. Partner, Supervisory, Staff Qualifications and Experience |
| 5. General Audit Approach |
| 6. Identification of Anticipated Potential Audit Problems |
| 7. Prior Engagements with the State of New Mexico |
| 8. Organizational References |
| C. BUSINESS SPECIFICATIONS |
| 1. Financial Stability |
| 2. Letter of Transmittal Form |
| 3. Campaign Contribution Disclosure Form |
| 4. New Mexico Resident/Native American Resident Preference |
| 5. IRS W-9 and New Mexico State Substitute W-9 |
| 6. Finalist Interview/Oral Presentation |
| 7. Cost Proposal |
| V. EVALUATION |
| A. EVALUATION POINT SUMMARY |
| B. EVALUATION FACTORS |
| C. EVALUATION PROCESS |
| APPENDIX A |
| SAMPLE CONTRACT |
| APPENDIX B |
| Campaign Contribution Disclosure Form |
| APPENDIX C |
| LETTER OF TRANSMITTAL FORM |
| APPENDIX D |
| COST PROPOSAL FORM |
| APPENDIX E |
| ORGANIZATIONAL REFERENCE QUESTIONNAIRE |
| APPENDIX F |
| NEW MEXICO SUBSTITUTE W-9 |
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