Auditing Services

Agency:	The Military College of South Carolina
State:	South Carolina
Type of Government:	State & Local
NAICS Category:	541211 - Offices of Certified Public Accountants 541219 - Other Accounting Services
Posted Date:	Jan 10, 2024
Due Date:	Feb 15, 2024
Solicitation No:	RFP 24012-JM
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Solicitation Type

Solicitation Number

Date Issued

Procurement Officer

Phone

E-Mail Address

Request for Proposal

RFP 24012-JM

January 10, 2024

Jeff Molloy

843-953-6873

procurement@citadel.edu

DESCRIPTION: The Citadel is seeking a qualified Accounting Firm to prepare Financial Audit Documents for The Citadel

and The Citadel Trust for an initial one (1) year period and four (4) optional one (1) yearly renewal periods not to exceed five

years.

The Term "Offer" Means Your "Bid" or "Proposal". Your offer must be submitted in a sealed package. Solicitation Number

& Opening Date must appear on package exterior. See "Submitting Your Paper Offer or Modification" provision.

SUBMIT YOUR SEALED OFFER TO THE BELOW ADDRESS

MAILING ADDRESS:

PHYSICAL ADDRESS:

The Citadel

Procurement Services

3 Lee Avenue, Bond Hall

2nd Floor, Suite 244

3 Lee Avenue, Bond Hall

2nd Floor, Suite 244

Charleston, SC 29409

Charleston SC 29409

SUBMIT OFFER by: Thursday, February 8, 2024 at 2:00 PM (See "Deadline For Submission Of Offer" provision)

NUMBER OF COPIES TO BE SUBMITTED: Three (3) paper copy and One (1) electronic copy on a thumb drive.

_______ Initial here if NO redacted copy is necessary

QUESTIONS MUST BE RECEIVED BY: Thursday, January 25, 2024 at 2:00 PM (See "Questions from Offerors" provision)

All questions shall be submitted in writing to the email address of the Procurement Officer listed above by the date and time

specified and the subject line of the email shall read, “RFP 24012-JM Questions”

CONFERENCE TYPE:

DATE & TIME:

(As appropriate, see “Conferences- Pre-Bid/Proposal” & “Site Visit” provisions)

LOCATION:

AWARD & Award is expected to be posted by Thursday, February 15, 2024. The award, this solicitation, any amendments and

AMENDMENTS any related notices will be posted at the following web address: https://www.citadel.edu/procurement/vendors-and-

suppliers/solicitations/

You MUST submit a signed copy of this form with Your Offer. By signing, You agree to be bound by the terms of the Solicitation. You

agree to hold your Offer open for a minimum of ninety (90) calendar days after the Opening Date. (See “Signing Your Offer” provisions.)

NAME OF OFFEROR (Full legal name of business submitting the offer)

Any award issued will be issued to, and the contract will be formed with, the

entity identified as the Offeror. The entity named as the offeror must be a

single and distinct legal entity. Do not use the name of a branch office or a

division of a larger entity if the branch or division is not a separate legal

entity, i.e., a separate corporation, partnership, sole proprietorship, etc.

AUTHORIZED SIGNATURE

DATE SIGNED

(Person must be authorized to submit binding offer to contract on behalf of Offeror.)

PRINTED NAME & TITLE (Name and Business title of person signing above)

STATE VENDOR NO.

Page | 1

(Register to Obtain S.C. Vendor No. at www.procurment.sc.gov)

RFP 24012-JM

TAXPAYER IDENTIFICATION NO.

STATE OF INCORPORATION

OFFEROR’S TYPE OF ENTITY: (Check one)

___Sole Proprietorship

___Partnership

___Corporate entity (not tax-exempt) ___Corporation (tax-exempt)

(If you are a corporation, identify the state of incorporation)

(See ‘Signing Your Offer” provision.)

___Other________________________________

___Government entity (federal, state, or local)

HOME OFFICE ADDRESS (Address for Offeror's home office / principal NOTICE ADDRESS (Address to which all procurement and contract related

place of business)

notices should be sent.) (See "Notice" clause)

PAYMENT ADDRESS (Address to which payments will be sent.) (See

"Payment" clause)

_________________________________________________

Area Code - Number - Extension

Facsimile

_________________________________________________

E-mail Address

ORDER ADDRESS (Address to which purchase orders will be sent) (See

"Purchase Orders and "Contract Documents" clauses)

____Payment Address same as Home Office Address

____Payment Address same as Notice Address (check only one)

____Order Address same as Home Office Address

____Order Address same as Notice Address (check only one)

ACKNOWLEDGMENT OF AMENDMENTS

Offerors acknowledges receipt of amendments by indicating amendment number and its date of issue. (See "Amendments to Solicitation" Provision)

Amendment No. Amendment Issue Amendment No. Amendment Issue Amendment No. Amendment Issue Amendment No. Amendment Issue

Date

DISCOUNT FOR PROMPT

PAYMENT

(See "Discount for Prompt

Payment" clause)

10 Calendar Days (%)

20 Calendar Days (%)

30 Calendar Days (%)

_____Calendar Days (%)

PREFERENCES - A NOTICE TO VENDORS (SEP. 2009): On June 16, 2009, the South Carolina General Assembly rewrote the law governing preferences

available to in-state vendors, vendors using in-state subcontractors, and vendors selling in-state or US end products. This law appears in Section 11-35-1524

of the South Carolina Code of Laws. A summary of the new preferences is available at www.procurement.sc.gov/preferences. ALL THE PREFERENCES

MUST BE CLAIMED AND ARE APPLIED BY LINE ITEM, REGARDLESS OF WHETHER AWARD IS MADE BY ITEM OR LOT. VENDORS

ARE CAUTIONED TO CAREFULLY REVIEW THE STATUTE BEFORE CLAIMING ANY PREFERENCES. THE REQUIREMENTS TO

QUALIFY HAVE CHANGED. IF YOU REQUEST A PREFERENCE, YOU ARE CERTIFYING THAT YOUR OFFER QUALIFIES FOR THE

PREFERENCE YOU'VE CLAIMED. IMPROPERLY REQUESTING A PREFERENCE CAN HAVE SERIOUS CONSEQUENCES. [11-35-

1524(E)(4)&(6)]

PREFERENCES - ADDRESS AND PHONE OF IN-STATE OFFICE: Please provide the address and phone number for your in-state office in the space

provided below. An in-state office is necessary to claim either the Resident Vendor Preference (11-35-1524(C) (1) (i) & (ii)) or the Resident Contractor

Preference (11-35-1524(C) (1) (iii)). Accordingly, you must provide this information to qualify for the preference. An in-state office is not required, but can

be beneficial, if you are claiming the Resident Subcontractor Preference (11-35-1524(D)).

____ In-State Office Address same as Home Office Address

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RFP 24012-JM

____ In-State Office Address same as Notice Address (check only one)

PAGE TWO (SEP 2009)

End of PAGE TWO

Solicitation Outline

II.

III.

IV.

VI.

VII.

VIII.

IX.

Scope of Solicitation

Instructions to Offerors

A. General Instructions

B. Special Instructions

Scope of Work/Specifications

Information for Offerors to Submit

Qualifications

Award Criteria

Terms and Conditions

A. General

B. Special

Bidding Schedule/Cost Proposal

Attachments to Solicitation

Rev: 01/2022

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RFP 24012-JM

I. SCOPE OF SOLICITATION

The Citadel is seeking a qualified Accounting Firm to prepare Financial Audit Documents for The Citadel and The Citadel Trust

for an initial one (1) year period and four (4) optional one (1) yearly renewal periods not to exceed five years.

ACQUIRE SERVICES (JAN 2006): The purpose of this solicitation is to acquire services complying

with the enclosed description and/or specifications and conditions. [01-1010-1]

MAXIMUM CONTRACT PERIOD -– ESTIMATED (JAN 2006): Start date: March 1, 2024 End

date: February 28, 2029. Dates provided are estimates only. Any resulting contract will begin on the date

specified in the notice of award. See clause entitled “Term of Contract - Effective Date/Initial Contract

Period.” [01-1040-1]

II. INSTRUCTIONS TO OFFERORS

A. GENERAL INSTRUCTIONS

DEFINITIONS, CAPITALIZATION, AND HEADINGS (DEC 2015)

CLAUSE HEADINGS USED IN THIS SOLICITATION ARE FOR CONVENIENCE ONLY AND

SHALL NOT BE USED TO CONSTRUE MEANING OR INTENT. EVEN IF NOT CAPITALIZED,

THE FOLLOWING DEFINITIONS ARE APPLICABLE TO ALL PARTS OF THE SOLICITATION,

UNLESS EXPRESSLY PROVIDED OTHERWISE.

AMENDMENT means a document issued to supplement the original solicitation document.

AUTHORITY means the State Fiscal Accountability Authority or its successor in interest.

BUSINESS means any corporation, partnership, individual, sole proprietorship, joint stock company,

joint venture, or any other legal entity. [11-35-310(3)]

CHANGE ORDER means any written alteration in specifications, delivery point, rate of delivery, period

of performance, price, quantity, or other provisions of any contract accomplished by mutual agreement of

the parties to the contract. [11-35-310(4)]

CONTRACT See clause entitled Contract Documents & Order of Precedence.

CONTRACT MODIFICATION means a written order signed by the procurement officer, directing the

contractor to make changes which the clause of the contract titled “Changes,” if included herein,

authorizes the Procurement Officer to order without the consent of the contractor. [11-35-310(9)]

CONTRACTOR means the Offeror receiving an award as a result of this solicitation.

COVER PAGE means the top page of the original solicitation on which the solicitation is identified by

number. Offerors are cautioned that Amendments may modify information provided on the Cover Page.

OFFER means the bid or proposal submitted in response this solicitation. The terms Bid and Proposal are

used interchangeably with the term Offer.

OFFEROR means the single legal entity submitting the offer. The term Bidder is used interchangeably

with the term Offeror. See bidding provisions entitled Signing Your Offer and Bid/Proposal As Offer To

Contract.

PAGE TWO means the second page of the original solicitation, which is labeled Page Two.

PROCUREMENT OFFICER means the person, or his successor, identified as such on either the Cover

Page, an amendment, or an award notice.

YOU and YOUR means Offeror.

SOLICITATION means this document, including all its parts, attachments, and any Amendments.

STATE means the Using Governmental Unit(s) identified on the Cover Page.

SUBCONTRACTOR means any person you contract with to perform or provide any part of the work.

US or WE means the using governmental unit.

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RFP 24012-JM

USING GOVERNMENTAL UNIT means the unit(s) of government identified as such on the Cover

Page. If the Cover Page identifies the Using Governmental Unit as “Statewide Term Contract,” the phrase

“Using Governmental Unit” means any South Carolina Public Procurement Unit [11-35-4610(5)] that has

submitted a Purchase Order to you pursuant to the contract resulting from this solicitation. Reference the

clauses titled “Purchase Orders” and “Statewide Term Contract.”

WORK means all labor, materials, equipment, services, or property of any type, provided or to be

provided by the Contractor to fulfill the Contractor’s obligations under the Contract. [02-2A003-3]

AMENDMENTS TO SOLICITATION (JAN 2004): (a) The Solicitation may be amended at any time

prior to opening. All actual and prospective Offerors should monitor the following web site for the

issuance of Amendments: https://www.citadel.edu/root/procurement-vendors/solicitations (b)

Offerors shall acknowledge receipt of any amendment to this solicitation (1) by signing and returning the

amendment, (2) by identifying the amendment number and date in the space provided for this purpose on

Page Two, (3) by letter, or (4) by submitting a bid that indicates in some way that the bidder received the

amendment. (c) If this solicitation is amended, then all terms and conditions which are not modified

remain unchanged.

[02-2A005-1]

AUTHORIZED AGENT (FEB 2015): All authority regarding this procurement is vested solely with

the responsible Procurement Officer. Unless specifically delegated in writing, the Procurement Officer is

the only government official authorized to bind the government with regard to this procurement or the

resulting contract. [02-2A007-1]

AWARD NOTIFICATION (FEB 2015): Notice regarding any award, cancellation of award, or

extension of award will be posted at the location and on the date specified on the Cover Page or, if

applicable, any notice of extension of award. Should the contract resulting from this Solicitation have a

total or potential value of one hundred thousand dollars or more, such notice will be sent to all Offerors

responding to the Solicitation and any award will not be effective until the eleventh day after such notice

is given. [02-2A010-2]

BID / PROPOSAL AS OFFER TO CONTRACT (JAN 2004): By submitting Your Bid or Proposal,

You are offering to enter into a contract with the Using Governmental Unit(s). Without further action by

either party, a binding contract shall result upon final award. Any award issued will be issued to, and the

contract will be formed with, the entity identified as the Offeror on the Cover Page. An Offer may be

submitted by only one legal entity; “joint bids” are not allowed. [02-2A015-1]

BID ACCEPTANCE PERIOD (JAN 2004): In order to withdraw Your Offer after the minimum period

specified on the Cover Page, You must notify the Procurement Officer in writing. [02-2A020-1]

BID IN ENGLISH & DOLLARS (JAN 2004): Offers submitted in response to this solicitation shall be

in the English language and in US dollars, unless otherwise permitted by the Solicitation. [02-2A025-1]

AUTHORITY AS PROCUREMENT AGENT (DEC 2015): The Procurement Officer is an employee

of the Authority acting on behalf of the Using Governmental Unit(s) pursuant to the Consolidated

Procurement Code. Any contracts awarded as a result of this procurement are between the Contractor and

the Using Governmental Units(s). The Authority is not a party to such contracts, unless and to the extent

that the Authority is a using governmental unit, and bears no liability for any party’s losses arising out of

or relating in any way to the contract. [02-2A030-3]

CERTIFICATE OF INDEPENDENT PRICE DETERMINATION (MAY 2008): GIVING FALSE,

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RFP 24012-JM

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See Also

Solicitation Number	Description	Issue Date	Due Date
RFP 24012-JM	Auditing Services	January 10, 2024	February 15, 2024