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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Text version
5 year cost summary
| Boulder County | Schedule 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 | ||||||
| 2027 | 2028 | 2029 | 2030 | 2031 | ||
| 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 County | Schedule of Fees and Expenses for Audit Service on the year ended December 31, 2027 | Please complete cells highlighted in tan |
| Proposal for Audit Services |
Scope of Work for this tab Summary of all costs
| Firm submittting proposal: | |||||
| Total Hours | Hourly Rate | Total cost | Number 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 County | Schedule of Fees and Expenses for Audit Service on the year ended December 31, 2027 | Please complete cells highlighted in tan |
| Proposal for Audit Services |
Scope of Work for this tab Boulder County Financial Statement Audit
| Firm submittting proposal: | |||||
| Total Hours | Hourly Rate | Total cost | Number 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 County | Schedule of Fees and Expenses for Audit Service on the year ended December 31, 2027 | Please complete cells highlighted in tan |
| Proposal for Audit Services |
Scope of Work for this tab Boulder County Public Health Audit
| Firm submittting proposal: | |||||
| Total Hours | Hourly Rate | Total cost | Number 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 County | Schedule of Fees and Expenses for Audit Service on the year ended December 31, 2027 | Please complete cells highlighted in tan |
| Proposal for Audit Services |
Scope of Work for this tab Boulder County Financial Single Audit
| Firm submittting proposal: | |||||
| Total Hours | Hourly Rate | Total cost | Number 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 County | Schedule of Fees and Expenses for Audit Service on the year ended December 31, 2027 | Notes/Instructions: |
| Proposal for Audit Services | Please 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 tab | PERA Census Audit (if needed) |
| Firm submittting proposal: | ||||
| Total Hours | Hourly Rate | Total cost | Number 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 County | Schedule of Fees and Expenses for Audit Service on the year ended December 31, 2027 | Notes/Instructions: |
| Proposal for Audit Services | Please 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 tab | Other services (please describe nature of services) |
| Firm submittting proposal: | |||||
| Total Hours | Hourly Rate | Total cost | Number 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 County | Schedule of Fees and Expenses for Audit Service on the year ended December 31, 2027 | Notes/Instructions: |
| Proposal for Audit Services | Please 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 tab | Other services (please describe nature of services) |
| Firm submittting proposal: | |||||
| Total Hours | Hourly Rate | Total cost | Number 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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