Addendum Q and A 1.pdf

SPB Form 26 Last Revised 4-17-2025

SOLICITATION ADDENDUM 1

QUESTIONS AND ANSWERS

SOLICITATION NUMBER: 123350

Third Party Forensic Accounting

Opening Date: November 6, 2025 2:00 PM Addendum Effective Date: 10/31/2025

Questions and Answers

Following are the questions submitted and answers provided for the above-mentioned solicitation.

The questions and answers are to be considered as part of the solicitation. It is the responsibility of bidders to check the State Purchasing Bureau website for all addenda or amendments.

Questio n

Number

RFP/ITB

Section

Reference

RFP/IT

B

Page Numbe r

Question State Response

1. Schedule of Events 2 Could the State please provide the ShareFile link for the electronic upload submission? The link was not provided within the updated

RFP.

https://nebraska.sharefile.com/r-rda9bc2ba99d34e179ba6f1c7e208 c975

2. VI. Solicitation Response Instructions, Section A.1.i.

31 Required Personnel Credentials and Licensure, sub-item 4 states, “Company must provide documentation and keep current any professional licenses and permits.” Does the State want us to submit copies of the requested licenses with our proposal, or will copies of the licenses and permits be requested once a notification of intent to award is made?

Bidders should document documentation of any current professional licenses and permits.

3. VI. Solicitation Response Instructions, Section A.1.i.

31 Required Personnel Credentials and Licensure, sub-item 6 states, “Bidder must maintain an active certificate as a certified public accountant under Neb. Rev. Stat. 1- 114.” A majority of states have adopted mobility legislation that permits licensed CPAs in good standing from a substantially equivalent state to practice outside their primary state without obtaining another license. Our firm performs forensic investigations throughout the United States under these mobility provisions, including these same services for another state.

Can the State confirm whether or not individuals who are licensed in another state are eligible to provide these services? We meet all other criteria.

Yes, individuals who are licensed in another state are eligible to provide these services.

4. VI. Solicitation Response Instructions, Section A.1.i.

31 Required Personnel Credentials and Licensure, sub-item 6 states, “Bidder must maintain an active certificate as a certified public accountant under Neb. Rev. Stat. 1- 114.” Our firm uses an alternative practice structure in accordance with the AICPA's Code of Professional Conduct, in which our forensic

Yes accounting services are provided by an accounting/consultin g firm that is not a certified public accounting firm, as these services are not considered attest services. Our firm still employs certified public accountants as well as highly credentialed forensic accountants, and we have significant experience in providing forensic accounting services to federal, state, county and municipal government entities throughout the United States. Could the State confirm that our firm is able to submit a proposal for the requested forensic accounting services?

5. VI. Solicitation Response Instructions, Section A.1.i.

31 Does the State require that bidding firms be licensed to provide the requested services in the state of Nebraska? A majority of states have adopted mobility legislation that permits licensed CPAs in good standing from a substantially equivalent state to practice outside their primary state without obtaining another license. Our firm performs forensic investigations throughout the United States under these mobility provisions. Would the State consider

YES

proposals from a national accounting firm that is not required to hold a Nebraska firm license under these mobility provisions?

We meet all other criteria. proposals from a national accounting firm that is not required to hold a Nebraska firm license under these mobility provisions?

We meet all other criteria.

6. VI. Solicitation Response Instructions, Section A.1.i.

31 Required Personnel Credentials and Licensure, the RFP states that resumes should not be longer than three (3) pages.

Can the State confirm that the page limit is for each resume, and that the total number of resume pages can exceed three (3) pages?

Yes, resumes should be no longer than 3 pages. Copies of certifications, licenses and permits do not count towards the limit.

7. VI. Solicitation Response Instructions, Section A.1.i.

32 Required Personnel Credentials and Licensure, there is a box titled “Proposed personnel/managem ent approach” with a second box titled:

“Response.” Can the State please confirm that our response to the five items listed can be provided in a different format that in the box noted as “Response”? Or can the State confirm what is intended to be included within the “Response” box?

Response can be provided in a different format but should be organized under the title, Proposed personnel/management approach.

8. Section VI.

Solicitation Response Instructions, Section A.2.

32 Technical Response also includes four boxes for “Understanding of the project case

See response to Q 7, with appropriate title.

analysis requirements,” “Reporting requirements,” “Detailed project work plan,” and “Project activities and Completion dates” with corresponding “Response” fields.

Can the State confirm that these items can be highlighted within our technical proposal, or do we need to limit our responses to these items to the Response box provided on the RFP page?

9. Section V. Project Description and Scope of Work, A.

Project Overview.

26 We understand that the APS program currently has an individual/agency completing investigatory and forensic accounting activity for certain financial fraud and exploitation cases.

What is/was the fee per case under the current or former contract for these services?

The current rate per forensic audit is $1,950.00

10. VI.A.h, Summary of Bidder’s Corporate Experience and VI.A.i, Summary of Bidder’s Proposed Personnel/Managem ent Approach (Resumes)

30-31 Are vendors permitted to use Nebraska projects/staff for the previous projects or resume references?

Yes

11. I.P., Evaluation of Solicitation Responses

6 A scoring sheet was not included with the solicitation documents. Could the State provide a scoring sheet?

Scoring sheet has been uploaded to DAS site.

12. Section V 27 Can the State provide the number of cases that went to

Yes. Two (2) cases have gone to trial. They did not require testimony.

This addendum will be incorporated into the solicitation.

trial annually, related to the incumbent contract? Can the State provide the number of cases that went to trial annually, that required contractor's testimony, related to the incumbent contract?

13. Section VI 33 Can the State provide the number of hours needed for testimony annually, for the incumbent contract?

Over the duration of the current contract there has been zero (0) hours of testimony.