ATTACHMENT B Tax RFQ April 3 2020.docx

Economic Empowerment Trust Fund Form 990 and Form PC Tax Preparation Services RFQ 2020

ATTACHMENT B. COST RESPONSE

The responses to Attachment B must be submitted to Caitlin Gossett, Esq. via electronic response. 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.

The Economic Empowerment Trust Fund (“EETF”) intends to enter into a one (1) year contract with the selected Bidder(s) for the services identified in the RFQ. The EEFT may, at its option, extend the contract for additional years, however the maximum contract term may not exceed three (3) years. It is anticipated that the costs identified in the Bidder’s response to Attachment B will be the costs for the entire term of the contract, including any extensions. Please identify any variables that may impact the Bidder’s ability to specify costs for the entire term of the contract, including any extensions, in its response to Attachment B.

I. Form 990 and Form PC Tax Preparation Services Indicate the total deliverable cost for delivery of the Form 990 and Form PC tax preparation services for the Economic Empowerment Trust Fund when its fiscal year total revenue is $200,000 or less. 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 Cost of Deliverables

Enter the description of services, projected due dates, the estimated total number of hours, and the breakdown of cost by service. List the costs for the tax filings separately.

1.

2.

Total Cost

Insert additional rows if necessary.

II. Form 990 and Form PC Tax Preparation Services and CPA Review Report (total revenue between $200,000 and $500,000) Indicate the total deliverable cost for delivery of the Form 990 and Form PC tax preparation services for the Economic Empowerment Trust Fund, including the review of financial statements and the creation of a CPA Review Report, when its fiscal year total revenue is between $200,000 and $500,000. 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 Cost of Deliverables

Enter the description of services, projected due dates, the estimated total number of hours, and the breakdown of cost by service. List the costs for the tax filings separately.

1.

2.

Total Cost

III. Form 990 and Form PC Tax Preparation Services and Audited Financial Statements (total revenue between $200,000 and $500,000) Indicate the total deliverable cost for delivery of the Form 990 and Form PC tax preparation services for the Economic Empowerment Trust Fund, including the creation of audited financial statements in accordance with generally accepted accounting principles, when its fiscal year total revenue is between $200,000 and $500,000. 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 Cost of Deliverables

Enter the description of services, projected due dates, the estimated total number of hours, and the breakdown of cost by service. List the costs for the tax filings separately.

1.

2.

Total Cost

IV. Form 990 and Form PC Tax Preparation Services and Audited Financial Statements (total revenue exceeding $500,000) Indicate the total deliverable cost for delivery of the Form 990 and Form PC tax preparation services for the Economic Empowerment Trust Fund, including the creation of audited financial statements in accordance with generally accepted accounting principles, when its fiscal year total revenue exceeds $500,000. 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 Cost of Deliverables

Enter the description of services, projected due dates, the estimated total number of hours, and the breakdown of cost by service. List the costs for the tax filings separately.

1.

2.

Total Cost

* When responding to Sections I – IV, each hourly rate and/or deliverable cost identified by the Bidder must be “fully loaded.” The EETF will not pay for travel, lodging, meals, or similar costs.

Attachment B: Cost Response Form 990 & Form PC Tax Preparation RFQ 2020 image1.png image2.png image3.png