Economic Empowerment Trust Form 990 and Form PC Tax Preparation Services RFQ 2020

The Commonwealth of Massachusetts, through its Economic Empowerment Trust Fund (EETF), has issued a Request for Quotes (RFQ) for Form 990 and Form PC tax preparation services. The EETF is seeking hourly rates and expected time commitments or a total deliverable cost for the preparation of its annual tax filings, which may include a review report and/or audited financial statements. The services are to be performed at the State Treasurer's office in Boston, and the EETF is seeking a one-year contract with the option to extend for an additional year. Responses are due by May 14, 2020, and the EETF intends to select a winning bidder or bidders by June 1, 2020 for a project start date in July 2020. The RFQ outlines a three-phase evaluation process, with Phase I focusing on the completeness of the bid, Phase II evaluating the bidder's qualifications, experience, and proposed services, and Phase III considering the cost proposal.

The RFQ does not specify any set-aside designations or restrictions on the types of organizations that can respond. There are no listed incumbent vendors or current contractors, and the RFQ does not provide information on any existing infrastructure or technology that requires integration. The RFQ also does not mention any award values or budget ranges, but it does state that the EETF reserves the right to negotiate with the selected bidder(s) and to contract with a single bidder or multiple bidders, depending on the best interest of the EETF.