ATTACHMENT B - Cost Response EETF Tax Preparation Services RFQ 2016.docx

DOCX document 27 KB Posted

Attached to
EETF Tax Prep RFQ 2016
Solicitation number
BD-17-1108-TREAN-ANF00-00000009140
Issued by
Suffolk County, Massachusetts

About this file

This document is an Attachment B - Cost Response for the Economic Empowerment Trust Fund (EETF) Tax Preparation Services RFQ 2016 in the state of Massachusetts. The RFQ seeks proposals for tax preparation services for EETF's Form 990 and Form PC tax filings. Bidders must submit hourly rates for proposed staff, the number of hours required to deliver the requested services, and a total "Not to Exceed" cost value. Alternatively, bidders may submit a total deliverable cost instead of hourly rates. All costs must be "fully loaded" as the EETF will not pay for travel, lodging, or other ancillary expenses. The cost information must be submitted separately from the technical proposal.

Pricing terms state that the hourly rates or deliverable cost provided will determine the cost of services within the RFQ scope as well as any additional related services. The total number of hours multiplied by the hourly rate will establish the "Not to Exceed" contract value. The RFQ does not mention any funding requirements, sources, or set-asides, nor does it identify any incumbent contractors.

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Text version

Economic Empowerment Trust Fund Form 990 and Form PC Tax Preparation Services RFQ 2016

ATTACHMENT B. COST RESPONSE

The responses to Attachment B must be submitted to Jameel Moore, Esq. via mail at Office of the Treasurer and 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.

Indicate an Hourly Rate for each proposed staff member. These rates (as negotiated and agreed upon by the EETF and the Bidder) will determine the cost of services to be performed for the EETF that are within the scope of the RFQ as well as the hourly cost of any services that are not specifically called for in the RFQ, but that are related to such services.

Indicate the number of hours needed to deliver the services outlined in Section III of the RFQ, entitled Description of Requested Services. The total number of hours times the corresponding hourly rate will be used to determine a “Not to Exceed” value for purposes of any contract that is entered into because of this RFQ.

I. Hourly Rate

Name of Proposed Staff
Functional Title/Role
Hourly Rate*
Number of Hours

Using the data from the Hourly Rate chart above, enter the description of tasks, projected due dates, the total number of billable hours, and the cost. List the costs for the tax filings separately.

Item
Description
Deliverable Due Date / Completion Date
Total Hours
Cost

1.

2.

Total Cost

Insert additional rows if necessary.

II. Deliverable Cost

In lieu of submitting an hourly rate and number of hours for each proposed staff member, Bidders may submit a total deliverable cost for delivery of the services outlined in Section III of the RFQ, entitled Description of Requested Services. 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 Deliverable Cost

Using the data from the Hourly Rate chart above, enter the description of tasks, projected due dates, the total number of billable hours, and the cost. List the costs for the tax filings separately.

Item
Description
Deliverable Due Date / Completion Date
Total Hours
Cost

1.

2.

Total Cost

Insert additional rows if necessary.

* Each hourly rate and deliverable cost identified by the Bidder must be “fully loaded.” The EETF will not pay for travel, lodging, meals, or similar costs.

Form 990 and Form PC Tax Preparation RFQ 2016

Attachment B

File details come from the government source that posted it. Updated .