Forensic Accounting Services

Closed State & local contract opportunity Posted

Solicitation number
HHS0012599
State
Texas
Responses due

Opportunity facts

Jurisdictions

Opportunity details come from txsmartbuy.com. Updated .

About this opportunity

The Texas Health and Human Services Commission (HHSC) on behalf of the Department of Family and Protective Services (DFPS) Adult Protective Services (APS) is seeking to award a contract for statewide Forensic Accounting Services (FAS). The selected contractor will be required to provide expertise in tracing assets, identifying suspicious financial activity, and providing APS with analysis-based reports, advice, and opinions to support decisions relating to financial exploitation of APS clients. The scope of services includes investigation of allegations, reports, and evidence to determine the existence and extent of financial exploitation affecting APS clients. Respondents must demonstrate sufficient skills, expertise, and qualifications, including certification as a Certified Public Accountant (CPA) and in Forensic Accounting. Key dates include an optional pre-proposal conference on August 18, 2023, a deadline for submitting questions on August 21, 2023, and a deadline for submission of responses on September 27, 2023, with an anticipated contract effective date of December 2023.

The procurement does not specify any set-aside designations or restrictions on the types of organizations that can respond. The RFQ does not provide details on incumbents or pricing, but indicates the contract will be awarded on a cost reimbursement basis, with no guarantee of volume or total compensation. The contract will serve the jurisdictions of Travis County and the City of Austin, Texas, with the contractor required to have an existing web-based system or online portal to manage APS client referrals and assessments.

Opportunity text


Executive Summary

The Texas Health and Human Services Commission (HHSC) on behalf of the Department of Family and Protective Services (DFPS) Adult Protective Services (APS) is seeking to award a contract to a qualified entity to provide statewide Forensic Accounting Services (FAS) with expertise in tracing assets, identifying suspicious financial activity and provide APS with their analysis-based report, advice and opinions to support in making decisions relating to APS's Clients presence or absence of Financial Exploitation.

Scope of Work

Services and Deliverables

The purpose of this Solicitation is to provide APS staff with FAS that include investigation of allegations, reports and evidence to determine if Financial Exploitation on APS Clients exists, and to what extent it adversely affects them.

Respondent will provide a FAS that is supported by a WBS or online Portal for receiving, processing, and tracking APS Client forensic referrals and assessments.

Respondent must demonstrate sufficient skills, expertise, and qualifications to perform the required services. In addition, the Respondent's proposal must demonstrate that they meet all the certifications and qualifications to be a Certified Public Accountant (CPA); as well as certifications in Forensic Accounting.

Optional Pre-proposal Conference

HHSC PCS will hold the pre-proposal conference by webinar on the date and time specified in Schedule the Schedule of Events, see below.

Webinar Information:

Attendees must register for the webinar no later than August 17, 2023, at 4:00 p.m. CST at the following link:

https://attendee.gotowebinar.com/register/5236552099483387477

** After registration, participants will receive another email with the actual link to the webinar. **

Schedule of Events

SCHEDULE HAS BEEN UPDATED PER ADDENDUM 2

EVENT

DATE/TIME

Solicitation Posting Date on the ESBD

August 14, 2023

Pre-proposal Conference

Attendance is Optional

August 18, 2023, at 11:00 a.m. Central Time

Deadline for Submitting Questions

August 21, 2023, at 4:00 p.m. Central Time

Tentative Date Responses to Questions Posted on the ESBD

August 28, September 13, 2023, at 3:00 p.m. Central Time

Deadline for courtesy HSP review

August 30, 2023, at 2:00 p.m. Central Time

Deadline for Submission of Solicitation Responses [NOTE: Responses must be RECEIVED by HHSC by the deadline.]

September 13,27, 2023, at 10:30 a.m. Central Time

Evaluation Period

October 2023

Tentative Date for Notice of Award Posted on the ESBD

November 2023

Anticipated Contract Effective Date

December 2023


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