8-Appendix C. Schedule of Fees and Expenses.xlsx

XLSX spreadsheet 36 KB Posted

Attached to
Boulder County Financial Auditing Services
Solicitation number
RFP-304-26
Issued by
Boulder County, Colorado

About this file

This is a Schedule of Fees and Expenses template for audit services proposed by qualified Certified Public Accounting firms to Boulder County, Colorado. The document establishes the pricing framework for a five-year contract term running from January 1, 2027 through December 31, 2031. The scope of work encompasses multiple audit services including Boulder County Financial Statements, Public Health Financial Statements, County-wide Single Audits, PERA Census Audits (if needed), and other services as defined in the Request for Proposal. Bidders are required to complete detailed cost proposals for each service category for fiscal years 2027 through 2031, with separate tabs provided for each audit service to ensure comprehensive cost breakdowns.

The pricing template requires firms to detail personnel costs by classification level (Partners, Managers, Supervisory Staff, and Staff), including total hours, hourly rates, and total costs for each category, as well as out-of-pocket expenses such as meals, lodging, and transportation. Proposals must include an all-inclusive maximum price for each service line and an aggregate total for all services across the five-year period. The template structure allows bidders to itemize additional services or personnel classifications as needed, ensuring transparency in cost allocation and enabling Boulder County to evaluate proposals on a comprehensive, comparative basis across competing firms.

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5 year cost summary

Boulder CountySchedule of Fees and Expenses for Audit Services for the year ended December 31, 2027 and the subsequent 4 years.Please complete cells highlighted in tan
Proposal for Audit Services
20272028202920302031
Boulder County Financial Statements$ - 0
Public Health Financial Statements- 0
County-wide Single Audit- 0
PERA Census Audit (if needed)- 0
Other Services 1- 0
Other Services 2- 0
Total annual cost$ - 0$ - 0$ - 0$ - 0$ - 0

Total-2027

Boulder CountySchedule of Fees and Expenses for Audit Service on the year ended December 31, 2027Please complete cells highlighted in tan
Proposal for Audit Services

Scope of Work for this tab Summary of all costs

Firm submittting proposal:
Total HoursHourly RateTotal costNumber of personnel
Audit personnel costs
Partners- 0$ - 0$ - 0- 0
Managers- 0$ - 0$ - 0- 0
Supervisory Staff- 0$ - 0$ - 0- 0
Staff- 0$ - 0$ - 0- 0
Other (Specify)- 0$ - 0$ - 0- 0
Subtotal - Audit personnel costs- 0$ - 0$ - 0- 0
Other costs
Out of pocket expenses
Meals & lodging$ - 0
Transportation$ - 0
Other (Specify)$ - 0
Subtotal - Other costs$ - 0
Grand Total -
All inclusive maximum price$ - 0

Boulder County

Boulder CountySchedule of Fees and Expenses for Audit Service on the year ended December 31, 2027Please complete cells highlighted in tan
Proposal for Audit Services

Scope of Work for this tab Boulder County Financial Statement Audit

Firm submittting proposal:
Total HoursHourly RateTotal costNumber of personnel
Audit personnel costs
Partners$ - 0
Managers$ - 0
Supervisory Staff$ - 0
Staff$ - 0
Other (Specify)$ - 0
Subtotal - Audit personnel costs- 0$ - 0$ - 0- 0
Other costs
Out of pocket expenses
Meals & lodging
Transportation
Other (Specify)
Subtotal - Other costs$ - 0
Grand Total -
Boulder County Financial Statement Audit Price$ - 0

Boulder County Public Health

Boulder CountySchedule of Fees and Expenses for Audit Service on the year ended December 31, 2027Please complete cells highlighted in tan
Proposal for Audit Services

Scope of Work for this tab Boulder County Public Health Audit

Firm submittting proposal:
Total HoursHourly RateTotal costNumber of personnel
Audit personnel costs
Partners$ - 0
Managers$ - 0
Supervisory Staff$ - 0
Staff$ - 0
Other (Specify)$ - 0
Subtotal - Audit personnel costs- 0$ - 0$ - 0- 0
Other costs
Out of pocket expenses
Meals & lodging
Transportation
Other (Specify)
Subtotal - Other costs$ - 0
Grand Total -
Boulder County Public Health Audit Price$ - 0

Single Audit

Boulder CountySchedule of Fees and Expenses for Audit Service on the year ended December 31, 2027Please complete cells highlighted in tan
Proposal for Audit Services

Scope of Work for this tab Boulder County Financial Single Audit

Firm submittting proposal:
Total HoursHourly RateTotal costNumber of personnel
Audit personnel costs
Partners$ - 0
Managers$ - 0
Supervisory Staff$ - 0
Staff$ - 0
Other (Specify)$ - 0
Subtotal - Audit personnel costs- 0$ - 0$ - 0- 0
Other costs
Out of pocket expenses
Meals & lodging
Transportation
Other (Specify)
Subtotal - Other costs$ - 0
Grand Total -
Grand Total Boulder County Single Audit Price$ - 0

PERA Census Audit

Boulder CountySchedule of Fees and Expenses for Audit Service on the year ended December 31, 2027Notes/Instructions:
Proposal for Audit ServicesPlease complete cells highlighted in tan
Each service described in section 2 of the Request for Proposal should be supported by a schedule. Add more tabs if needed.
Scope of Work for this tabPERA Census Audit (if needed)
Firm submittting proposal:
Total HoursHourly RateTotal costNumber of personnel
Audit personnel costs
Partners$ - 0
Managers$ - 0
Supervisory Staff$ - 0
Staff$ - 0
Other (Specify)$ - 0
Subtotal - Audit personnel costs- 0$ - 0$ - 0- 0
Other costs
Out of pocket expenses
Meals & lodging
Transportation
Other (Specify)
Subtotal - Other costs$ - 0
Grand Total - PERA Census Audit$ - 0

Other Svcs 1 (Sec II)

Boulder CountySchedule of Fees and Expenses for Audit Service on the year ended December 31, 2027Notes/Instructions:
Proposal for Audit ServicesPlease complete cells highlighted in tan
Each service described in section 2 of the Request for Proposal should be supported by a schedule. Add more tabs if needed.
Scope of Work for this tabOther services (please describe nature of services)
Firm submittting proposal:
Total HoursHourly RateTotal costNumber of personnel
Audit personnel costs
Partners$ - 0
Managers$ - 0
Supervisory Staff$ - 0
Staff$ - 0
Other (Specify)$ - 0
Subtotal - Audit personnel costs- 0$ - 0$ - 0- 0
Other costs
Out of pocket expenses
Meals & lodging
Transportation
Other (Specify)
Subtotal - Other costs$ - 0
Grand Total -
Other Services 1 Price$ - 0

Other Svcs 2 (Sec II)

Boulder CountySchedule of Fees and Expenses for Audit Service on the year ended December 31, 2027Notes/Instructions:
Proposal for Audit ServicesPlease complete cells highlighted in tan
Each service described in section 2 of the Request for Proposal should be supported by a schedule. Add more tabs if needed.
Scope of Work for this tabOther services (please describe nature of services)
Firm submittting proposal:
Total HoursHourly RateTotal costNumber of personnel
Audit personnel costs
Partners$ - 0
Managers$ - 0
Supervisory Staff$ - 0
Staff$ - 0
Other (Specify)$ - 0
Subtotal - Audit personnel costs- 0$ - 0$ - 0- 0
Other costs
Out of pocket expenses
Meals & lodging
Transportation
Other (Specify)
Subtotal - Other costs$ - 0
Grand Total -
Other Services 2 Price$ - 0

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