Statewide_Audit_Srvcs_Intent To Award_kl_appr~1.pdf
PDF 250 KB Posted
- Solicitation number
- S-63500-00000674
- Issued by
- Marion County, Oregon
About this file
This is a Notice of Intent to Award issued by the Oregon Department of Administrative Services (DAS), Enterprise Goods & Services Procurement Services, for statewide audit services under RFP #10700-00000675. The procurement solicited proposals for audit services across multiple specialized categories including Federal Compliance, Financial, Fraud Investigations, Information Technology, Performance, Quality Assurance Review, and Risk Assessment. Six apparent successful proposers were selected for award across the designated categories: Baker Tilly (Federal Compliance, Fraud, Information Technology, Performance, Quality Assurance, and Risk Assessment); CBIZ Kernutt Stokes (Federal Compliance, Financial, Fraud, Performance, and Risk Assessment); Merina + Co (Financial); Moss Adams (Fraud, Information Technology, and Risk Assessment); Myers and Stauffer (Financial); and Sjoberg Evashenk (Federal Compliance, Performance, Quality Assurance, and Risk Assessment). The notice, dated March 25, 2022, indicates that the protest period for the Intent to Award announcement expires at 12:00 PM Pacific Time on April 1, 2022, providing a one-week window for affected proposers to challenge the selection.
The scoring methodology evaluated all proposers uniformly across four criteria: Administrative Proposal/Experience/Work Samples (50 points possible), References (30 points possible), Price Proposal (20 points possible), and category-specific Federal Compliance, Financial, Fraud, Information Technology, Performance, Quality Assurance, or Risk Assessment evaluations (100 points possible per category). Baker Tilly achieved the highest overall scores in multiple categories, including 80 points in Information Technology and 78.3 points in both Quality Assurance Review and Risk Assessment. The award structure reflects a multi-vendor approach across seven service categories, enabling the state to leverage specialized expertise from different firms rather than consolidating services under a single contractor. No specific funding amounts, budget allocations, or contract term details are disclosed in this notice, as those details would be contained in the executed price agreements following the protest period conclusion.
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Text version
Department of Administrative Services Enterprise Goods & Services - Procurement Services
1225 Ferry Street Salem, Oregon 97301-4285
PHONE: 503-378-6781
FAX: 503-373-1626
March 25, 2022 Re: Audit Services, RFP#10700-00000675 Subject: Notice of Intent To Award To: All interested parties and Proposers that submitted a responsive proposal that was evaluated and scored according to the criteria set forth in the RFP document Section 3
The Department of Administrative Services (DAS), hereby announces that the Proposers listed in the table below have been selected as the apparent successful Proposers for the above referenced project in the one or more of the categories as designated . This letter serves as the Notice of Intent to Award to Price Agreements to the following Proposers in the following categories:
Proposer:
Awarded Categories for each Proposer:
Baker Tilly Fed, Fraud, IT, Performance, QA, Risk
CBIZ IT
Kernutt Stokes Fed, Financial, Fraud, Performance, Risk Merina + Co Financial Moss Adams Fraud, IT, Risk
Myers and Stauffer Financial Sjoberg Evashenk Fed, Performance, QA, Risk
Points awarded and scores by category:
Proposers Federal Compliance
Category
Total Points Awarded (100 Pts Possible)
Administrative Proposal/Experience/Work Samples (50 Pts Possible)
References (30 Pts
Possible) Price Proposal (20
Pts Possible) Baker Tilly 26.7 30 20 76.7 Berry Dunn 25 25 20 70
CBIZ 0 29 20 49
Eide Bailly 21.7 29 20 70.7
Kernutt Stokes 30 26 20 76 Macias Gini &
O'Connell 18.3 27 20 65.3 Merina + Co 25 26 20 71 Moss Adams 0 29 20 49
March 24, 2022
Myers and Stauffer 21.7 29 20 70.7
Securance 0 0 20 20 Sjoberg
Evashenk 25 30 20 75
Financial Category
Total Points Awarded (100 Pts Possible)
Administrative Proposal/Experience/Work Samples (50 Pts Possible)
References (30 Pts
Possible) Price Proposal (20
Pts Possible) Baker Tilly 30 20 50 Berry Dunn 25 25 20 70
CBIZ 29 20 49
Eide Bailly 20 29 20 69
Kernutt Stokes 28.3 26 20 74.3 Macias Gini &
O'Connell 16.7 27 20 63.7 Merina + Co 26.7 26 20 72.7 Moss Adams 29 20 49 Myers and
Stauffer 23.3 29 20 72.3 Securance 0 20 20
Evashenk 16.7 30 20 66.7
Fraud Investigations Compliance Category
Total Points Awarded (100 Pts Possible)
Administrative Proposal/Experience/Work Samples (50 Pts Possible)
References (30 Pts
Possible) Price Proposal (20
Pts Possible) Baker Tilly 28.3 30 20 78.3 Berry Dunn 21.7 25 20 66.7
CBIZ 29 20 49
Eide Bailly 20 29 20 69
Kernutt Stokes 28.3 26 20 74.3 Macias Gini &
O'Connell 20 27 20 67 Merina + Co 23.3 26 20 69.3 Moss Adams 26.7 29 20 75.7 Myers and
Stauffer 23.3 29 20 72.3 Securance 0 20 20
Evashenk 23.3 30 20 73.3
Information Technology Category
Total Points Awarded (100 Pts Possible)
Administrative Proposal/Experience/Work Samples (50 Pts Possible)
References (30 Pts
Possible) Price Proposal (20
Pts Possible) Baker Tilly 30 30 20 80 Berry Dunn 23.3 25 20 68.3
CBIZ 26.7 29 20 75.7
Eide Bailly 18.3 29 20 67.3
Kernutt Stokes 26 20 46 Macias Gini &
O'Connell 18.3 27 20 65.3 Merina + Co 26 20 46 Moss Adams 25 29 20 74 Myers and
Stauffer 29 20 49 Securance 28.3 0 20 48.3
Evashenk 21.7 30 20 71.7
Performance Category
Total Points Awarded (100 Pts Possible)
Administrative Proposal/Experience/Work Samples (50 Pts Possible)
References (30 Pts
Possible) Price Proposal (20
Pts Possible) Baker Tilly 26.7 30 20 76.7 Berry Dunn 26.7 25 20 71.7
CBIZ 29 20 49
Eide Bailly 13.3 29 20 62.3
Kernutt Stokes 30 26 20 76 Macias Gini &
O'Connell 20 27 20 67 Merina + Co 26.7 26 20 72.7 Moss Adams 20 29 20 69 Myers and
Stauffer 16.7 29 20 65.7 Securance 0 20 20
Evashenk 25 30 20 75
Quality Assurance Review Category
Total Points Awarded (100 Pts Possible)
Administrative Proposal/Experience/Work Samples (50 Pts Possible)
References (30 Pts
Possible) Price Proposal (20
Pts Possible) Baker Tilly 28.3 30 20 78.3 Berry Dunn 25 20 45
CBIZ 29 20 49
Eide Bailly 29 20 49
Kernutt Stokes 26 20 46 Macias Gini &
O'Connell 27 20 47 Merina + Co 25 26 20 71 Moss Adams 10 29 20 59 Myers and
Stauffer 29 20 49 Securance 0 20 20
Evashenk 23.3 30 20 73.3
Risk Assessment Category
Total Points Awarded (100 Pts Possible)
Administrative Proposal/Experience/Work Samples (50 Pts Possible)
References (30 Pts
Possible) Price Proposal (20
Pts Possible) Baker Tilly 28.3 30 20 78.3 Berry Dunn 25 20 45
CBIZ 29 20 49
Eide Bailly 15 29 20 64
Kernutt Stokes 30 26 20 76 Macias Gini &
O'Connell 21.7 27 20 68.7 Merina + Co 25 26 20 71 Moss Adams 26.7 29 20 75.7 Myers and
Stauffer 21.7 29 20 70.7 Securance 0 20 20
Evashenk 28.3 30 20 78.3
Protest: Affected Proposers rights to protest this Intent To Award Announcement can be located in Section 5 of the RFP. The Protest of Intent To Award Announcement period expires at 12:00 PM Pacific Time on April 1, 2022.
Please contact me if you have any questions: 971-701-1860 or via eMail at Stefani.Tew@das.oregon.gov
Sincerely, Stefani Tew, CPPB Procurement Specialist mailto:lori.nordlien@oregon.gov
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