EETF Tax Prep RFQ 2017

The Economic Empowerment Trust Fund (EETF), a 501(c)(3) tax-exempt nonprofit organization administered by the Massachusetts State Treasurer, is seeking qualified entities to provide tax preparation services, including the review of records, drafting of Form 990 and Form PC tax returns, and creation of a CPA Review Report and/or audited financial statements, for its fiscal year 2016-2017. The EETF has issued a Request for Qualifications (RFQ) that is open to all eligible and qualified entities, with responses due by 4:00 PM on May 26, 2017. The EETF anticipates selecting a contractor or contractors by June 16, 2017, with a project start date of July 14, 2017. The EETF will evaluate bidders based on their qualifications, experience, and services (75% of the score) as well as the cost proposal (25% of the score), and reserves the right to contract with a single bidder or multiple bidders, and to negotiate and execute a one-year contract with the option to extend for two additional one-year terms.

The RFQ does not mention any set-asides, but requires bidders to submit various mandatory attachments, such as a Commonwealth Standard Contract, Certificate of Non-Collusion, and Invest in Massachusetts Plan. The RFQ does not provide details on any listed incumbent vendors or current contractors, or any existing infrastructure or technology that requires integration. The RFQ also does not specify any award values or budget ranges, but notes that the deliverable costs will be used to establish a "Not to Exceed" value for any resulting contract.