RFQ- For Data Analysis and Data Input and Reconciliation Contractor~1.docx

DOCX document 23 KB Posted

Attached to
SBE - AU86 - Data Analysis & Data Input & Reconciliation Contractor - JJC
Solicitation number
19-586SBE-FINAN-B-4345
Issued by
Illinois

About this file

This document is a Request for Quote (RFQ) issued by the Illinois State Board of Education (ISBE) seeking vendors to provide data analysis, data input, data reconciliations, data calculations, and report completion for the agency's School Business Services' activities. The requested services include uploading school district financial data, calculating various financial metrics and reports, reconciling federal data reports, and compiling data for various annual reports. The contract term is from December 1, 2018 through June 30, 2019.

Vendors must propose an hourly rate for the specified work, which includes advanced knowledge of Microsoft Word, Excel, and Access, as well as the ability to reconcile division account records and create reports, queries, and tables. Travel reimbursement, if necessary, will be subject to state rates. ISBE reserves the right to reject all offers, award by item or in total, and waive minor defects. Vendors are encouraged to register as a Small Business with the State of Illinois.

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Text version

ILLINOIS STATE BOARD OF EDUCATION

REQUEST FOR QUOTE (RFQ)

Data Analysis, Data Input, and Data Reconciliations Specifications:

The Illinois State Board of Education (ISBE) is seeking vendors to provide data analysis, data input, data reconciliations, data calculations, and report completion for School Business Services’ activities. These activities will include such as:

· Uploading school districts submitted Annual Financial Report (AFR) data and Annual Statement of Affairs data,

· Calculation of the Financial Profile designation for each school district and drafting of the Financial Profile Report - https://www.isbe.net/Pages/School-District-Financial-Profile.aspx,

· Calculation and drafting of the Special Education Revenue and Expenditure Report – https://www.isbe.net/Pages/School-Districts-Special-Education-Expenditures-and-Receipts-Report.aspx,

· Calculation of each district’s Operating Expenditure per Pupil and the Per Capita Tuition Charge calculations - https://www.isbe.net/Pages/Operating-Expense-Per-Pupil.aspx,

· Compilation of the Statewide AFR. Compiled from the summation of each district’s submitted AFR.

· Calculation of the Indirect Cost Rate for each district - https://www.isbe.net/Pages/Indirect-Cost-Rate-Plan.aspx,

· Reconciling and uploading federal NCES and F-33 Reports,

· Compiling Report Card Data, and compiling Annual Statistics Report data.

The vendor is required to have a knowledge of Microsoft Word with an advanced knowledge of Excel, and Access. Limited travel may be required.

Expenses:

These individuals are paid at an hourly rate for their level of skill ability. Mileage is subject to the state rates according to the Governor’s Travel Control Board. Vendor must propose an hourly rate for work to be completed for the specifications stated above.

Effective Dates:

The term of this contract will be from December 1, 2018 through June 30, 2019.

Insurance:

The Contractor shall maintain insurance policies in sufficient amounts to protect ISBE from liability for acts of the Contractor and risks and indemnities assumed by the Contractor. Such Comprehensive Automobile Insurance Policy shall provide coverage for all owned, hired, rented, leased and non-owned automobiles, written with a combined single limit of liability of not less than $100,000 for each occurrence of bodily injury and/or property damage.

Upon execution of this Agreement, the Contractor shall provide a copy of certificate of insurance evidencing the coverage described in this Section. The policy specified above shall be placed with an insurance company reasonably acceptable to ISBE.

Quotes Must Include:

· Hourly rate for advanced knowledge of Microsoft Word, Excel, Access, reconciliation of division account records with data download, and the ability to create reports, queries, and tables. As stated above, travel reimbursement if necessary, will be subject to the state rates according to the Governor’s Travel Control Board.

· Cancellation policy details

Notes to Vendor:

· All quoted prices must be valid for 30 days from date of submission. All prices must include all charges.

· No price increases will be accepted. In the event of a price decrease, the agency is guaranteed to receive the lowest price.

· ISBE reserves the right to reject all offers; to reject individual offers for failure to meet any requirement; to award by item, part or portion of an item, group of items, or total; and to waive minor defects.

· Vendors are encouraged to register as a Small Business with the State of Illinois

· If you have questions about State of Illinois purchasing procedure, policy or payment please contact ISBE contact located below before placing your quote for consideration.

· Vendor may attach separate page describing its proposal.

For Questions please contact: Jessica Crum at jcrum@isbe.net Telephone: 217-785-8777 or Fax 217-557-5839

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