RFP 123350 O3 Foresensic Evaluation Scoresheet Send to DAS Final.xlsx

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Investigatory and Forensic Accounting Services
Solicitation number
123350 O3
Issued by
Douglas County, Nebraska

About this file

This is an evaluator scoresheet for RFP 123350 O3 Forensic Accounting for the State of Nebraska Department of Health and Human Services, Division of Children and Family Services, Adult Protective Services program. The solicitation seeks a qualified vendor to provide investigatory and forensic accounting services, including case analysis, document review, financial investigations, and report preparation for approximately 60 cases annually over a four-year contract term. Five vendors submitted proposals: Clifton Larson Allen LLP, CRI Advisors LLC, Deloitte Financial Advisory Services LLP, Eide Bailly LLP, and Myers and Stauffer LC. The evaluation process included assessment of corporate overview and technical response sections, each worth 45 points, with three evaluators scoring each vendor's qualifications and program approach.

CRI Advisors LLC submitted the lowest cost proposal at $492,000 for the four-year contract term and received the maximum 10 cost points, while Eide Bailly LLP submitted the highest cost at $1,530,000 and received only 3.22 cost points. Per-case pricing ranged from $1,900 to $6,000 in year one across the five vendors. The final overall scores combining corporate overview, technical response, and cost evaluation were: Myers and Stauffer LC (89.99 points), Deloitte (83.09 points), Clifton Larson Allen (80.29 points), Eide Bailly (74.40 points), and CRI Advisors (64.68 points). Despite CRI Advisors offering the lowest cost, Myers and Stauffer LC achieved the highest cumulative evaluation score, indicating that technical qualifications and corporate experience were weighted substantially in the selection process.

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Evaluators Final Score RFP 123350 O3 Forensic Accounting Evaluators Scores

Vendor NameCLIFTONLARSONALLEN, LLPCRI ADVISORS, LLCDELOITTE FINANCIAL ADVISORY SERVICES, LLPEIDE BAILLY, LLPMYERS AND STAUFFER, LC
Max Points per section:45454545454545454545
Evaluator GroupScored Section
EvaluatorCorporate
OverviewTechnical

Response

(Program)Corporate
OverviewTechnical

Response

(Program)Corporate
OverviewTechnical

Response

(Program)Corporate
OverviewTechnical

Response

(Program)Corporate
OverviewTechnical

Response (Program)

Program EvaluationEvaluator #138.8532.7739.3033.0742.0036.7641.7030.7343.5137.10
Evaluator #235.2534.2937.5036.0039.7537.3539.6033.5043.9539.64
Evaluator #314.0022.0033.0032.0039.0032.0038.0030.0043.0039.00
Score Average (per evaluator group)29.3729.6936.6033.6940.2535.3739.7731.4143.4938.58
Cost($) Points (0-10)5.6210.007.473.227.92
Total=Corporate Overview + Technical Response + Cost64.6880.2983.0974.4089.99

Cost Calculation

CLIFTONLARSONALLEN, LLP
DescriptionUnit of MeasureYear 1Year 2Year 3Year 4
Cost per Adult CaseCost per Adult CaseCost per Adult CaseCost per Adult Case
Fee for services per Adult Protective Service case analysis with exception of court appearances.EA$ 3,500.00$ 3,600.00$ 3,700.00$ 3,800.00
Cost Analysis Only - Estimate Annual 60 cases60$ 210,000.00$ 216,000.00$ 222,000.00$ 228,000.00
Grand Total Estimated Contract Cost$ 876,000.00
CRI ADVISORS, LLC
DescriptionUnit of MeasureYear 1Year 2Year 3Year 4
Cost per Adult CaseCost per Adult CaseCost per Adult CaseCost per Adult Case
Fee for services per Adult Protective Service case analysis with exception of court appearances.EA$ 1,900.00$ 2,000.00$ 2,100.00$ 2,200.00
Cost Analysis Only - Estimate Annual 60 cases60$ 114,000.00$ 120,000.00$ 126,000.00$ 132,000.00
Grand Total Estimated Contract Cost$ 492,000.00
DELOITTE FINANCIAL ADVISORY SERVICES, LLP
DescriptionUnit of MeasureYear 1Year 2Year 3Year 4
Cost per Adult CaseCost per Adult CaseCost per Adult CaseCost per Adult Case
Fee for services per Adult Protective Service case analysis with exception of court appearances.EA$ 2,550.00$ 2,675.00$ 2,805.00$ 2,945.00
Cost Analysis Only - Estimate Annual 60 cases60$ 153,000.00$ 160,500.00$ 168,300.00$ 176,700.00
Grand Total Estimated Contract Cost$ 658,500.00
EIDE BAILLY, LLP
DescriptionUnit of MeasureYear 1Year 2Year 3Year 4
Cost per Adult CaseCost per Adult CaseCost per Adult CaseCost per Adult Case
Fee for services per Adult Protective Service case analysis with exception of court appearances.EA$ 6,000.00$ 6,250.00$ 6,500.00$ 6,750.00
Cost Analysis Only - Estimate Annual 60 cases60$ 360,000.00$ 375,000.00$ 390,000.00$ 405,000.00
Grand Total Estimated Contract Cost$ 1,530,000.00
MYERS AND STAUFFER, LC
DescriptionUnit of MeasureYear 1Year 2Year 3Year 4
Cost per Adult CaseCost per Adult CaseCost per Adult CaseCost per Adult Case
Fee for services per Adult Protective Service case analysis with exception of court appearances.EA$ 2,400.00$ 2,520.00$ 2,650.00$ 2,780.00
Cost Analysis Only - Estimate Annual 60 cases60$ 144,000.00$ 151,200.00$ 159,000.00$ 166,800.00
Grand Total Estimated Contract Cost$ 621,000.00

Cost points RFP 123350 O3 Forensic Accounting Vendor Cost Summary

Bidder Name:CLIFTONLARSONALLEN, LLPCRI ADVISORS, LLCDELOITTE FINANCIAL ADVISORY SERVICES, LLPEIDE BAILLY, LLPMYERS AND STAUFFER, LC
CLACRI AdvisorsDeloitteEide BaillyMyers and Stauffer
Total Overall Cost Part I & Part II
(Enter Costs for each vendor)$876,000.00$492,000.00$658,500.00$1,530,000.00$621,000.00
Points Awarded (Auto Generated)5.6210.007.473.227.92
Least Proposed Amount$ 492,000.00
Max Points10

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