S00B6600041 - HFA Financial Audit Svcs - Conference Attendance.pdf

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Attached to
HFA Financial Audit Services
Solicitation number
BPM055072
Issued by
Maryland

About this file

This document is a Pre-Proposal Conference Attendance List for Task Order Request for Proposals (TORFP) S00B6600041 for HFA Financial Audit Services with the State of Maryland. The solicitation seeks financial audit services for the Maryland Department's Community Development Administration (CDA) and Maryland Housing Fund (MHF) to be conducted in accordance with Generally Accepted Auditing Standards (GAAS) and Government Auditing Standards. The audit services include the provision of Underwriter Inclusion Letters for the public issuance of tax-exempt or taxable bonds. Eight firms attended the pre-proposal conference, indicating active market interest in this contracting opportunity.

The nine firms documented in attendance include HBK, SC&H Attest Services P.C., Momentum Inc (marked as MBE), CliftonLarsonAllen LLP, Mitchell & Titus LLP (marked as MBE), Premier Group Services Inc (marked as MBE, VSBE, and SBR), UHY LLP, and SB & Company LLC (marked as MBE). Representatives from each firm provided contact information including company addresses across multiple states, with Maryland locations predominating. The attendance list includes designated small business certifications for minority-owned, veteran-owned, and small business classifications for several of the participating firms, indicating potential set-aside considerations for the award.

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Text version

Company Name Company Address Representative Name Phone # Email MBE VSBE SBR

HBK

100 Pinewood Ln, Suite 201 Warrendale, PA 15086

Daniel Sefick 724-934-5300 DSefick@hbkcpa.com

SC&H Attest Services, P.C.

226 Schilling Circle Suite 300 Hunt Vallet MD 21031

Kaitlin Williams (Ayres) Ashley Tsapalas Arnold Farmer

410-785-8037 kwilliams@schgroup.com atsapalas@schgroup.com afarmer@schgroup.com

Momentum Inc 3314 Market St, Ste 100 Camp Hill, PA 17011

Conor Larkin 301-788-5020 clarkin@m-inc.com Yes

CliftonLarsonAllen LLP 1966 Greenspring Drive, Suite 300 Timonium, MD 21093

Justin Measley Elizabeth Richardson

443-605-7529 justin.measley@CLAconnect.com elizabeth.richardson@CLAconnect.com

Mitchell & Titus, LLP 529 14th Street NW Washington, DC 20045

Daniel Kenney Venkanna Alkunta Beth Gunner McCall Brown

202-466-0169 valkunta@mitchelltitus.com bgunner@mitchelltitus.com mcbrown@mitchelltitus.com

Yes

Premier Group Services, Inc 8201 Corporate Drive, Ste. 1210 Landover, MD 20785

Keyan Irene Li Christine Luban

301-577-6444 ext 1012

KeyanL@pgs-cpa.com ChristineL@pgs-cpa.com

Yes Yes Yes

UHY LLP

8601 Robert Fulton Drive, Suite 210 Columbia, MD 21046

Jason Ostroski Bacary Badiaga Rachael Frum

410-423-4839 410-423-3443 212-381-4835 jostroski@uhy-us.com bbadiaga@uhy-us.com rfrum@uhy-us.com

SB & Company LLC 10200 Grand Central Avenue, Suite 250 Owings Mills, MD 21117

William Seymour 410-584-0060 wseymour@sbandcompany.com Yes

Pre-Proposal Conference Attendance List Task Order Request for Proposals (TORFP) - S00B6600041 - HFA Financial Audit Services

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