Attachment B – ASC Financial TOP HR AGY-27-036-SR 3RD Party Admin Audit Services.xlsx
XLSX spreadsheet 25 KB Posted
- Attached to
- Third Party Administrator Audit Services
- Solicitation number
- BPM057909
- Issued by
- Maryland
About this file
This is a Financial TOP (Technical and Operational Proposal) attachment for Third Party Administrator Audit Services solicitation AGY-27-036-SR under the State of Maryland. The contract is structured as a Master Contractor agreement (RFP No. 001B0600234) with a base term of three years plus one optional renewal period. The work scope requires audit services to be performed over three contract years spanning from January 1, 2027, through December 31, 2029, with an optional renewal period running from January 1, 2030, through August 31, 2030.
The pricing structure requires offerors to submit labor rates and hours for six labor categories: Partner, Manager, Audit Supervisor, Senior Auditor, Staff Auditor, and Subject Matter Expert. The base contract years specify total hours of 100, 467, 800, 933, 901, and 2,328 hours respectively per labor category annually, with corresponding hours allocated for the optional renewal period. All rates must be at or below the firm's approved Not-To-Exceed Labor Category Rates established under the Master Contract. The financial proposal requires completion of labor category rates and hours for each contract year, with the Grand Total serving as the Total Evaluated Price that represents the firm's complete offer. Non-routine travel costs are not included in this solicitation. Offerors must ensure that the total hours proposed in their Technical Proposal match exactly with the hours provided in this Financial TOP, and all rate and hour slots not used must be entered as zeros.
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Other files
| File | Type | Posted |
|---|---|---|
| Addendum No. 1 AGY-27-036-SR.pdf | ||
| Appendix 9. Electronic Transaction Fee.docx | DOCX document | |
| Addendum#2 Q&A AGY-27-036-SR 7.21.26.pdf | ||
| TORFP Third Party Administrator Audit Services AGY-27-036-SR.pdf |
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Text version
3 years + OPT (1_SME)
| TORFP: AGY-27-036-SR Third Party Administrator Audit Services | ||||||||||||
| Master Contractor: RFP No. 001B0600234 PO: Michele Jones | ATTACHMENT B - ASC FINANCIAL TOP (SECTION 4.4 TORFP) | |||||||||||
| A | B | C | D | E | F | G | H | I | J | K | L | M |
| Base YR-1 | Base YR-2 | Base YR-3 | TOTAL HR | TOTAL $ | ||||||||
| 1/1/2027 thru 12/31/2027 | 1/1/2028 thru 12/31/2028 | 1/1/2029 thru 12/31/2029 | Base YR-1 thru | |||||||||
| LINE | Labor | RATE | YR-1 | YR-1 | RATE | YR-2 | YR-2 | RATE | YR-3 | YR-3 | Base YR-3 | |
| ITEM | Category | $ | TOT HRS | TOT $ | $ | TOT HRS | $ | $ | TOT HRS | $ | (Set for Auto Calculation) | |
| 1 | Partner | 100 | $0.00 | 100 | $0.00 | 100 | $0.00 | 300 | $0.00 | |||
| 2 | Manager | 467 | $0.00 | 467 | $0.00 | 467 | $0.00 | 1,401 | $0.00 | |||
| 3 | Audit Supervisor | 800 | $0.00 | 800 | $0.00 | 800 | $0.00 | 2,400 | $0.00 | |||
| 4 | Senior Auditor | 933 | $0.00 | 933 | $0.00 | 933 | $0.00 | 2,799 | $0.00 | |||
| 5 | Staff Auditor | 901 | $0.00 | 901 | $0.00 | 901 | $0.00 | 2,703 | $0.00 | |||
| 6 | Subject Matter Expert | 2328 | $0.00 | 2328 | $0.00 | 2328 | $0.00 | 6,984 | $0.00 |
| A | B | C | D | E | F | G | |
| Option Renewal | TOTAL HR | TOTAL $ | |||||
| 1/1/2030 thru 8/31/2030 | Option Renewal | ||||||
| LINE | Labor | RATE | 8 Mo | 8 Mo | Bid Signatures | ||
| ITEM | Category | $ | TOT HRS | TOT $ | (Set for Auto Calculation) | Submitted By: | |
| 1 | Partner | 67 | $0.00 | 67 | $0.00 | Authorized Signature: _______________________________________ Date: ________________________ | |
| 2 | Manager | 332 | $0.00 | 332 | $0.00 | Printed Name and Title: ___________________________________________________________________________ | |
| 3 | Audit Supervisor | 534 | $0.00 | 534 | $0.00 | Offeror Name:________________________________________________________________ | |
| 4 | Senior Auditor | 622 | $0.00 | 622 | $0.00 | Offeror Address: ________________________________________________________________________________ | |
| 5 | Staff Auditor | 601 | $0.00 | 601 | $0.00 | Location(s) from which services will be performed (City/State): ___________________________________________ | |
| 6 | Subject Matter Expert | 1560 | $0.00 | 1,560 | $0.00 | FEIN: _______________________________ eMM#_____________________ | |
| 7 | NTE NON-ROUTINE TRAVEL $: | $0.00 | Contact Information of Above Authorized Signatory: Telephone: (____) ____-- ______ Fax: (____) ____--_________________ eMail :______________________________ | ||||
| 8 | TOTAL EVALUATED PRICE: | $0.00 |
| FINANCIAL TOP INSTRUCTIONS: | |
| DO NOT ALTER THE FORM, OR GIVE ASSUMPTIONS. ANY SUCH INFORMATION WILL BE CONSIDERED A CONDITIONED OFFER. | |
| 1) | The total hours in your Technical Proposal must be the same per Labor Category and Contract Year(s) (CY) as what you provide here in your Financial Proposal. Enter zeros for each rate or hour slot not used. |
| 2) | For each Contract Year applicable to your Technical Work Plan, complete each Labor Cateogy line with a NTE rate and hours. |
| 3) | Rates utilized for each Labor Category and Contract Year must be at or below your Firm's approved Not To Exceed Labor Category Rates under the Master Contract. |
| 4) | This TORFP does not include a Not-To-Exceed Non-Routine Travel cost reimbursement. |
| 5) | Grand Total is in Line Item 8 in the G column. This is your Total Evaluated Price that becomes your Financial TOP Offer for the applicable TORFP work. |
| 6) | The TOTAL EVALUATED PRICE is the dollar amount that will be evaluated, and represents your Firm's offer for the work proposed under the applicable TORFP. |
| 7) | Complete the TORFP number and your Firm's name at the top left of the sheet. Complete the affiant information to the right. Submit this completed sheet as your Firm's Financial TOP. |
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