DCI MO PSC 0000000001SL_SUPPLIER.pdf
PDF 173 KB Posted
- Solicitation number
- 300000223184587
- Issued by
- Missouri
About this file
This Invitation for Bid (IFB) document is issued by the State of Missouri, Missouri Public Service Commission, for competitive bidding on audit and tax filing services for the Missouri Universal Service Fund. The procurement seeks two primary service lines: Auditing Services and Tax Filing Services, each estimated at one year. Bids must be submitted electronically via MissouriBUYS (powered by MOVERS) no later than May 21, 2026, at 2:00 PM Central Time. The solicitation opens on May 1, 2026, at 1:00 PM. No pre-bid conference, facility tour, or tour contact information is specified in the document. The contract will be structured as a Blanket Purchase Agreement with an original contract period and four renewal periods. The procurement contact is Robert Verslues, Buyer, at (573) 751-3375 or rob.verslues@psc.mo.gov.
Pricing must be submitted for both the original contract period and all four renewal periods on Exhibit C, with cost factors provided on a per-unit basis for each service line. All vendors must be registered in MissouriBUYS and complete nine exhibits (A through I), with Exhibit B being optional. Mandatory submissions include the Bid Signature Page, Pricing Page, Technical Bid documentation on organizational experience and methodology, State of Missouri Tax Compliance certification, Secretary of State business registration verification, Business Entity Certification with work authorization affidavit, and Employee/Conflict of Interest documentation. Payment terms are Net 45, with pricing in USD and FOB shipping. The solicitation employs multiattribute scoring methodology for evaluation. No specific contract amount, minimum release amount, or set-asides are identified in this document.
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| File | Type | Posted |
|---|---|---|
| DCI MO PSC 0000000001SL - MUSF Audit-Tax services IFB final draft.doc | DOC document |
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Text version
INVITATION FOR BID (IFB) DCI MO PSC 0000000001SL
If you have any questions, please contact:
Procurement Entity State of Missouri
Buyer ROBERT VERSLUES Location
Phone Fax
E-mail ROB.VERSLUES@PSC.MO.GOV
State of Missouri
Missouri Public Service Commission
DCI MO PSC 0000000001SL
Invitation for Bid (IFB) for Missouri Universal Service Fund - Audit and Tax Filing Services
Buyer: Rob Verslues Ph# (573) 751-3375 E-mail: rob.verslues@psc.mo.gov
BID DUE NO LATER THAN: May 21, 2026, AT 2:00 PM CENTRAL TIME
ATTENTION:
1. Bids are required to be submitted electronically via MissouriBUYS, powered by MOVERS, at https://missouribuys.mo.gov
2. After reviewing the Invitation for Bid (IFB), the vendor must complete and return Exhibit A, Bid Signature Page and all other necessary exhibits.
3. Due to lead times for obtaining the information needed to complete the various Business ComplianceExhibits herein as explained in the IFB's Vendor Response Exhibits, vendors are encouraged to IMMEDIATELY begin securing these verifications.
4. The vendor must be registered in MissouriBUYS, powered by MOVERS to be considered for a contract award.
mailto:rob.verslues@psc.mo.gov https://missouribuys.mo.gov/
Table of Contents
1 Overview
1.1 General Information
1.2 Schedule
1.3 Additional Information
1.4 Solicitation Controls
1.5 Terms
1.6 Attachments
2 Requirements
2.1 Section 1. Exhibit A-I
3 Lines
3.1 Line Information
3.2 Line Details
3.2.1 Line 1
3.2.2 Line 2
1 Overview
1.1 General Information
Title Missouri Universal Service Audti and Tax Filing Services
Synopsis Competitive Bid for Auditing and Tax Filing Services for the Missouri Universal Service Fund
Buyer ROBERT VERSLUES Outcome Blanket Purchase Agreement
E-Mail ROB.VERSLUES@PSC.
MO.GOV
Introduction "The overview and contract terms sections contain valuable information such as the complete solicitation, terms, and other relevant attachments.
You should download attachments form the Overview section prior to clicking Create Responses."
This IFB document constitutes a request for competitive bids for the provision of audit and tax services as set forth for the Missouri Universal Service Fund.
Attached is the IFB document that will contain all of the following Sections and Exhibits:
• Section #1 - Introduction and Background Information
• Section #2 - Scope of Work
• Section #3 - Terms and Conditions
• Section #4 - General Contractual Requirement
• Section #5 - Vendor Submission, Evaluation, and Award
Information
• Exhibits - A to J
• Attachments - #1a, 1b, 2a, and 2b
1.2 Schedule
Close Date 5/21/26 7:00 PM Open Date 5/1/26 1:00 PM Time Zone Coordinated Universal
Time
1.3 Additional Information
Pre-Bid/Pre-Proposal Conference Date and Time 00+00:00
Pre-Bid/Pre-Proposal Conference Location Tour Date and Time 00+00:00
Tour Location Tour Contact Name
Tour Contact Phone #
Tour Contact Email
1.4 Solicitation Controls
Response Visibility Sealed
Lines Settings Rank Indicator No indicator displayed
Ranking Method Multiattribute scoring
1.5 Terms
Agreement Start Date Agreement End Date Agreement Amount
(USD)
Minimum Release
Amount (USD) Payment Terms Net 45 Freight Terms
Shipping Method FOB Solicitation Currency USD (US Dollar)
Price Precision 2
1.6 Attachments
File Name or URL Type Description DCI MO PSC 0000000001SL - MUSF File IFB document
2 Requirements *Response is required
Please make sure that all exhibits listed below are completed and attached in bid response:
• Exhibit #A - Bid Signature Page
• Exhibit #B - Bid Submittal Checklist (Optional)
• Exhibit #C - Pricing Page
• Exhibit #D - Technical Bid - Experience of Organization & Past
Performance
• Exhibit #E - Technical Bid - Methodology and Work Plan
• Exhibit #F - State of Missouri Tax Compliance
• Exhibit #G - Registration of Business Name with Missouri Secretary of State
• Exhibit #H - Business Entity Certification, Enrollment
Documentation, and Affidavit of Work Authorization
• Exhibit #I - Employee/Conflict of Interest
2.1 Section 1. Exhibit A-I
*1. Review all Exhibits (A-I). All Exhibits (expect for exhibit B) are required to be completed and included in your response. You can include all Exhibits together as one attachment as your complete response to Solicitation#: DCI MO PSC 0000000001SL for Missouri Universal Service Fund Audit and Tax Filing Services.
Response attachments are optional.
3 Lines Instructions **NOTE TO SUPPLIERS**
Please make sure to include pricing for each of the two (2) line items for the original contract period, and each renewal period. Since the same pricing information is also being requested in Exhibit C, please verify that your pricing match. For clarification the pricing submitted on Exhibit C will be used to complete the cost evaluation.
3.1 Line Information
Line Estimated Quantity
UOM Response Price
Line Amount
Response Minimum
Release Amount
1-Auditing Services
1 YEA
R
Enter in the Cost Factors Table below
2-Tax Filing Services
1 YEA
R
Enter in the Cost Factors Table below
3.2 Line Details
3.2.1 Line 1 Auditing Services
Category Name 84111600 - AUDIT
SERVICES
Item Revision Allow Alternate Lines No
Target Minimum Release Amount (USD)
Start Price (USD)
Note Reminder - enter pricing for Original Contract period and all renewal periods
Cost Factors It is required for you to enter a response value for the cost factors in the table.
Cost Factor Description Pricing Basis Target Value Response Value
LINE PRICE INDIVIDUAL COST
OF THE SOURCED
PRODUCT OR
SERVICE WITHOUT
ADDITIONAL COST
COMPONENTS SUCH
AS FREIGHT, TAX,
OR INSURANCE
Per unit
1st
RENEWAL
FIRST RENEWAL Per unit
2nd
RENEWAL
SECOND RENEWAL Per unit
3rd
RENEWAL
THIRD RENEWAL Per unit
4th
RENEWAL
FOURTH RENEWAL Per unit
3.2.2 Line 2 Tax Filing Services
Category Name 84111802 - TAX
ADVISORY
SERVICES
Item Revision Allow Alternate Lines No
Target Minimum Release Amount (USD)
Start Price (USD)
Note Reminder - enter pricing for Original Contract period and all renewal periods
Cost Factors It is required for you to enter a response value for the cost factors in the table.
Cost Factor Description Pricing Basis Target Value Response Value
LINE PRICE INDIVIDUAL COST
OF THE SOURCED
PRODUCT OR
SERVICE WITHOUT
ADDITIONAL COST
COMPONENTS SUCH
AS FREIGHT, TAX,
OR INSURANCE
Per unit
1st
RENEWAL
FIRST RENEWAL Per unit
2nd
RENEWAL
SECOND RENEWAL Per unit
3rd
RENEWAL
THIRD RENEWAL Per unit
Cost Factor Description Pricing Basis Target Value Response Value
4th
RENEWAL
FOURTH RENEWAL Per unit
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