Controller for Indirect Cost Plan Consulting Services

Montgomery County, Pennsylvania is soliciting proposals for Indirect Cost Plan Consulting Services through a competitive Request for Proposal (RFP) with a submission deadline of May 14, 2026. The County seeks a qualified consulting firm to develop and implement a Cost Allocation Plan (CAP) compliant with U.S. Office of Management and Budget (OMB) standards to maximize recovery of administrative costs incurred on behalf of federal programs operated by the County. The scope of work encompasses six primary components: service identification to determine central services provided to operating departments, cost identification and classification of allowable central service costs, methodology development using auditable statistical data for cost allocation, plan preparation with future cost projections and reconciliation of actual to estimated costs, coordination with cognizant federal agencies for plan negotiation and approval, and comprehensive documentation and reporting for audit purposes. Proposals must include separate technical and cost submissions addressing the firm's CAP methodology, information requirements from the County, personnel qualifications, technical expertise and experience with Pennsylvania county CAPs, potential issues and opportunities for Montgomery County, and a list of similar government entities served. The contract term is three years from execution with options for renewal for two additional one-year periods at the County's sole discretion, for a cumulative maximum of five years, with annual pricing required for all five potential years of service. The County will evaluate proposals using a "Best Value" approach where all non-price evaluation factors combined are more important than cost, though price importance may increase if technical proposals are substantially equal. Bidders must submit all required forms through the Montgomery County Procurement Portal, including a Public Disclosure Statement, Certification and Representations of Offerors, Certificate of Independent Price Determination, Organizational Conflicts of Interest Certification, and Local, Small, and Diverse Business Concern Certification, with questions due at least seven days prior to the bid closing.

The RFP encourages proposals from firms with prior experience performing similar services in Pennsylvania or maintaining an office in Pennsylvania as preferred qualifications. Montgomery County recognizes local, small, and diverse business concerns, with diverse vendors required to provide third-party certification documentation; however, no specific set-asides or restrictions limiting competition to particular vendor categories are identified in the solicitation materials. No incumbent contractor information is provided in the RFP documents, suggesting this may be a new initiative or the solicitation is open to all qualified vendors regardless of prior service history. Contractors must maintain comprehensive insurance coverage including Commercial General Liability at $1,000,000 per occurrence, Workers Compensation at statutory limits, and compliance with Pennsylvania data privacy and breach notification obligations, with the County named as additional insured. All deliverables, reports, and developed materials become the unrestricted property of the County for reproduction and distribution. The solicitation does not specify a budget ceiling or award value range, leaving pricing proposals to be evaluated competitively based on the County's best value analysis, with the County reserving the right to accept or reject proposed price adjustments during renewal terms that reflect changes in prevailing labor and materials costs.