Audit and Related Services for 2 University Entites
| Agency: | University of Kansas |
|---|---|
| State: | Kansas |
| Type of Government: | State & Local |
| NAICS Category: |
|
| Posted Date: | Apr 18, 2023 |
| Due Date: | May 2, 2023 |
| Solicitation No: | L100151172 |
| Bid Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
Bid Information
|
Contact Information
|
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L100151172
Audit and Related Services for 2 University Entites
Issue Date: 4/17/2023
Questions Deadline: 4/24/2023 12:00 PM (CT)
Response Deadline: 5/2/2023 02:00 PM (CT)
KU Purchasing Services
Contact Information
Address: Purchasing Services
Carruth-OLeary
Rm. 20
KU Procurement Services
1246 W. Campus Rd.
Lawrence, KS 66045-7505
Phone: (785) 864-5972
Email: cswoyer@ku.edu
Page 1 of 11 pages
Deadline: 5/2/2023 02:00 PM (CT)
L100151172
Event Information
Number:
L100151172
Title:
Audit and Related Services for 2 University Entites
Type:
Request for Proposal
Issue Date:
4/17/2023
Question Deadline: 4/24/2023 12:00 PM (CT)
Response Deadline: 5/2/2023 02:00 PM (CT)
Notes:
This RFP is being issued to request proposals from bidders to perform Audit and
Related Services for two University Entities, as stated in the RFP Document found in
this eBID's ATTACHMENTS Tab.
A Question Deadline has been scheduled for April 24, 2023 at 12:00 o'clock PM
Noon. Please read through the RFP Document carefully. If you require further
clarification, you must submit your question to the buyer of record in the RFP prior to
the scheduled deadline.
When opening this RFP, please proceed through the ebid document starting with the
gray tab on the far left of the screen, moving one tab at a time to the gray tab on the
far right of the screen. Please follow any instructions in all tabs. Note, anything that
has a red asterisk "*" indicates a required action, and the bidder must answer /
complete that item before you will be allowed to submit your proposal.
Bid Activities
Question Deadline
4/24/2023 12:00:00 PM (CT)
Question Deadline has been scheduled for April 24, 2023 at 12:00 pm Noon (CT). All questions received will be
answered by way of Addendum, through the ebid website.
Proposal Disclosures
5/2/2023 2:00:00 PM (CT)
At the time of closing, only the names of those who submitted proposals shall be made public information. No price
information will be released.
Bid Attachments
L100151172 AuditSvs-KUCDC&JCP-RFP Doc for Bidders.pdf
Download
RFP Document that contains RFP Dates, University Contact Information, Scope, Instructions & Terms for Interested
Bidders.
RFP Terms Word Doc.docx
Download
RFP Terms Track Changes Version
KU-146a Rev 11-22 Contractual Provisions TRACK Changes.docx
Download
KU 146a TRACK CHANGES version
Requested Attachments
State of Kansas Tax Clearance Certificate
(Attachment required)
Please upload your State of Kansas Tax Clearance Certificate. Instructions to obtain this document is located in the
ebid "ATTRIBUTES" Tab.
Page 2 of 11 pages
Deadline: 5/2/2023 02:00 PM (CT)
L100151172
Current W-9
(Attachment required)
Please upload your fully completed current copy of your W-9. Our definition of current is: It must be on the most
recent version of IRS Form, that has been signed and dated within the past 12 months.
EXCEPTIONS
If your firm takes any exception to the terms of this RFP they must be noted in a Redline TRACK CHANGES version of
the terms that are available in the ATTACHMENTS Tab of this RFP. You will upload that redline version in the space
provided here. Note: All exceptions submitted will factor into the award decision by the University's RFP evaluation
team.
Resumes
(Attachment required)
Please upload requested resumes that include the information noted in Attribute #
Bid Attributes
1 Submitting Required Documentation
Each Bidder must attach documents electronically in the Response Attachments Tab of the bid document. To be
given consideration for award, your proposals MUST be received electronically no later than the close date and
time posted in the RFP document. No paper copies, emailed copies, or faxed copies of bids will be accepted at this
time.
2 State of Kansas Tax Clearance Certificate
Tax Clearance: The University of Kansas strongly supports the State of Kansas Tax Clearance Process. Vendors
submitting bids or proposals which exceed $25,000 shall include a copy of a Tax Clearance Certification with their
submittal. Failure to provide this information may be cause for rejection of vendor's bid or proposal. Tax Clearances
may be obtained at the following website: https://www.kdor.ks.gov/apps/taxclearance/default.aspx . A “Tax
Clearance” is a comprehensive tax account review to determine and ensure that the account is compliant with all
primary Kansas Tax Laws administered by the Kansas Department of Revenue (KDOR) Director of Taxation.
Information pertaining to a Tax Clearance is subject to change(s), which may arise as a result of a State Tax Audit,
Federal Revenue Agent Report, or other lawful adjustment(s). INSTRUCTIONS: To obtain a Current Tax Clearance
Certificate, you must: • Go to http://ksrevenue.org/taxclearance.html to request a Tax Clearance Certificate • Return
to the website the following working day to see if KDOR will issue the certificate • If issued an official certificate, print
it and attach it to your bid response • If denied a certificate, engage KDOR in a discussion about why a certificate
wasn’t issued Bidders (and their subcontractors) are expected to submit a current Tax Clearance Certificate with
every bid response. You must submit this certificate with your bid in the ”Response Attachments” TAB.
Copy of Tax Clearance Certificate is attached.
(Required: Check if applicable)
3 W-9
Please attach a copy of your W-9 signed & dated within the last 12 months. Form can be downloaded at
http://www.irs.gov/pub/irs-pdf/fw9.pdf
Copy of W-9 is attached.
(Required: Check if applicable)
4 Payment
If business is awarded to your firm, are you willing to be paid by ACH? If yes, we will collect additional information
post-award.
Yes No
(Optional: Check only one)
Page 3 of 11 pages
Deadline: 5/2/2023 02:00 PM (CT)
L100151172
5 Organizational Overview
Please enter a succinct Organizational Overview here which includes a short background, services offered,
governance, revenue mix, and a description of your accounting department and current accounting standards.
(Required: Maximum 3000 characters allowed)
6 Key Personnel
Please upload resumes of your Key Personnel who will be assigned these audit services in the RESPONSE
ATTACHMENTS TAB.
Partner in charge of Personnel assigned to the business we wish to award should be noted.
Each of the following points must be addressed in the requested resumes;
a) Higher Education Clients Served
b) Government audit Clients Served
c) Other Public Sector Clients Served
d) Significant Training relevant to Higher Education Clients
7 Audit Reports
Please confirm that your firm agrees to meet the deadline date of the draft audit: September 15th, 2023 and
September 15 for each year of the contract, and Final deadline date of the Completed Audit; September 25, 2023
and September 25 for each year of the contract.
Yes No Unsure?
(Required: Check only one)
8 Management / Financial Strength
Please describe the management, financial strength, and stability of your firm in the space provided.
(Optional: Maximum 3000 characters allowed)
9 Higher Education Experience
Please describe examples of other Higher Education engagements your firm has provided within the past 3 years
that are comparable to the services requested in this RFP. For example, do you have any industry specialization
and the accompanying expertise and resources in support, thereof?
(Required: Maximum 4000 characters allowed)
Page 4 of 11 pages
Deadline: 5/2/2023 02:00 PM (CT)
L100151172
1 Regulatory Interaction
0 Please describe any direct involvement and / or contact that your firm may have with regulatory bodies such as;
GASB, FASB, Nacubo, or any other.
(Optional: Maximum 3000 characters allowed)
1 Professional Education
1 What access / training opportunities does your firm offer your staff and / or clients continuing professional
education programs that meet or exceed industry standards?
(Required: Maximum 3000 characters allowed)
1 Professional References
2 Please provide professional references for at least three clients for whom similar audits have been completed. The
names submitted should be those individuals who had direct working interaction with your firm's staff. These
references should be uploaded in the eBid's RESPONSE ATTACHMENTS TAB.
1 Loss of Customers
3 Please provide the reasons for losing any clients similar to KUCDC or JCP within the past three years in the space
provided.
(Optional: Maximum 1000 characters allowed)
1 Additional Information
4 Please note additional information about your firm that would be beneficial to the University of Kansas - that we may
not have asked for.
(Optional: Maximum 1000 characters allowed)
Bid Lines
Page 5 of 11 pages
Deadline: 5/2/2023 02:00 PM (CT)
L100151172
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