4.28.17 ATTACHMENT B EETF Tax Preparation Services RFQ 2017.pdf
PDF 237 KB Posted
- Attached to
- EETF Tax Prep RFQ 2017
- Solicitation number
- BD-17-1108-TREAN-ANF00-15637
- Issued by
- Suffolk County, Massachusetts
About this file
This document is an Attachment B Cost Response for an RFQ (Request for Qualifications) issued by the Economic Empowerment Trust Fund (EETF) for Form 990 and Form PC tax preparation services. The RFQ seeks proposals for tax preparation services, with the contract term anticipated to be one year with the option to extend up to three years. The document outlines pricing requirements for services based on the EETF's total annual revenue, including tax preparation and review/audit services for revenue up to $500,000 and over $500,000. Bidders are required to provide the total deliverable cost, projected due dates, estimated hours, and cost breakdown for the requested services.
The pricing terms indicate that all costs must be "fully loaded" with no additional expenses for travel, lodging, or meals allowed. The RFQ does not mention any set-asides, incumbents, or specific funding sources, but notes that the deliverable costs will be used to establish a "Not to Exceed" value for any resulting contract.
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Other files
| File | Type | Posted |
|---|---|---|
| 4.28.17 ATTACHMENT A EETF Tax Preparation Services RFQ 2017.pdf | ||
| 4.28.17 ATTACHMENT C EETF Tax Preparation Services RFQ 2017.doc | DOC document | |
| 4.28.17 EETF Tax Prep RFQ.pdf |
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Text version
Economic Empowerment Trust Fund
Form 990 and Form PC Tax Preparation Services RFQ 2017
Form 990 and Form PC Tax Preparation
RFQ 2017
Attachment B
ATTACHMENT B. COST RESPONSE
The responses to Attachment B must be submitted to Jameel Moore, Esq. via U.S. mail at Office of the Treasurer and Receiver General, One Ashburton Place, 12th Floor, Boston, MA 02108-
1608. Cost information must be submitted separately from the rest of the Bidder’s response to the RFQ. Please see the Submission Instructions found in Section IV of the RFQ.
ANY COST INFORMATION FOUND IN THE BUSINESS AND TECHNICAL RESPONSE
MAY CAUSE THE ENTIRE PROPOSAL TO BE DISQUALIFIED.
The Economic Empowerment Trust Fund (“EETF”) intends to enter into a one (1) year contract with the selected Bidder(s) for the services identified in the RFQ. The EEFT may, at its option, extend the contract for additional years, however the maximium contract term may not exceed three (3) years. It is anticipated that the costs identified in the Bidder’s response to Attachment
B will be the costs for the entire term of the contract, including any extensions. Please identify any variables that may impact the Bidder’s ability to specify costs for the entire term of the contract, including any extensions, in its response to Attachment B.
I. Form 990 and Form PC Tax Preparation Services
Indicate the total deliverable cost for delivery of the Form 990 and Form PC tax preparation services for the Economic Empowerment Trust Fund when its fiscal year total revenue is
$200,000 or less. This deliverable cost will be used to determine a “Not to Exceed” value for purposes of any contract that is entered into because of this RFQ.
Name of Proposed Staff Functional Title/Role
Total Cost of Deliverables
Enter the description of services, projected due dates, the estimated total number of hours, and the breakdown of cost by service. List the costs for the tax filings separately.
Item Description Deliverable
Due Date /
Completion
Date
Estimate
Total
Hours Cost
1. $
2. $
Total
Cost
Insert additional rows if necessary.
II. Form 990 and Form PC Tax Preparation Services and CPA Review Report (total revenue between $200,000 and $500,000)
Indicate the total deliverable cost for delivery of the Form 990 and Form PC tax preparation services for the Economic Empowerment Trust Fund, including the review of financial statements and the creation of a CPA Review Report, when its fiscal year total revenue is between $200,000 and $500,000. This deliverable cost will be used to determine a “Not to
Exceed” value for purposes of any contract that is entered into because of this RFQ.
Completion
Date
Estimate
Total
Hours Cost
1. $
2. $
Total
Cost
III. Form 990 and Form PC Tax Preparation Services and Audited Financial Statements
(total revenue between $200,000 and $500,000)
Indicate the total deliverable cost for delivery of the Form 990 and Form PC tax preparation services for the Economic Empowerment Trust Fund, including the creation of audited financial statements in accordance with generally accepted accounting principles, when its fiscal year total revenue is between $200,000 and $500,000. This deliverable cost will be used to determine a
“Not to Exceed” value for purposes of any contract that is entered into because of this RFQ.
Completion
Date
Estimate
Total
Hours Cost
1. $
2. $
Total
Cost
IV. Form 990 and Form PC Tax Preparation Services and Audited Financial Statements
(total revenue exceeding $500,000)
Indicate the total deliverable cost for delivery of the Form 990 and Form PC tax preparation services for the Economic Empowerment Trust Fund, including the creation of audited financial statements in accordance with generally accepted accounting principles, when its fiscal year total revenue exceeds $500,000. This deliverable cost will be used to determine a “Not to Exceed” value for purposes of any contract that is entered into because of this RFQ.
Completion
Date
Estimate
Total
Hours Cost
1. $
2. $
Total
Cost
* When responding to Sections I – IV, each hourly rate and/or deliverable cost identified by the
Bidder must be “fully loaded.” The EETF will not pay for travel, lodging, meals, or similar costs.
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