Auditing & Tax Services
| Agency: | University of Kansas |
|---|---|
| State: | Kansas |
| Type of Government: | State & Local |
| NAICS Category: |
|
| Posted Date: | Nov 22, 2024 |
| Due Date: | Dec 20, 2024 |
| Solicitation No: | 2474655 |
| Original Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
Bid Information
| Type | Request for Proposal |
| Status | Issued |
| Number | 2474655 (Auditing & Tax Services) |
| Issue Date & Time | 11/22/2024 12:00:01 PM (CT) |
| Close Date & Time | 12/20/2024 02:00:00 PM (CT) |
| Question Cut Off Date | 12/6/2024 12:00:00 PM (CT) |
| Notes |
Greetings!
Please start your review of the Auditing and Tax Services
by first reading the RFP Snapshot located in the Attachments tab. The RFP Snapshot provides high level details about our evaluation including the product/service category, RFP timeline, and evaluation criteria. Next, you should read the RFP Scope of Work and the RFP Instructions, which are also located in the Attachments section.
After you review those materials, prepare your submission by working through each tab from left-to-right here in ION WAVE. Most responses to this RFP will be addressed in the Attributes tab. However, key milestones can be found in the Activities tab and any requested documentation should be uploaded in the Response Attachments tab.
Please Note: All required (i.e. red-starred) fields must be completed to successfully submit a bid.
Questions about the commodity, requirements, or the evaluation process itself should be directed to the assigned Procurement Officer identified in the Bid Contact Info area in this tab.
However, should you run into any technical (system) challenges or have problems registering as a supplier in ION WAVE during normal business hours, you can contact Rob Kottenbrock at rob.kottenbrock@ku.edu. After hours, you can contact ION WAVE at 866.277.2645 Ext. 4 or support.ionwave@eunasolutions.com with your technical questions.
Please note: Neither Rob, nor ION WAVE can address questions about the commodity, requirements, or process.
Thank you for your interest in participating in this evaluation and good luck!
#rockchalkjayhawk #goku
|
| Name | Ramia Whitecotton |
| Address |
1450 Jayhawk Blvd.
Lawrence, KS 66045 USA |
| Phone | 1 (785) 864-1425 |
| Fax | |
| rmwcotton@ku.edu |
Bid Documents
| Document name | Format | |
|
||
|
Bid Invitation
|
Acrobat / PDF |
Bid Attachments
| File Name | Description | File Size |
|
||
|
RFP 2747655 - Solicitation Snapshot.pdf
|
RFP 2747655 - Solicitation Snapshot | 169 KB |
|
RFP 2747655 - Scope of Work.pdf
|
RFP 2747655 - Scope of Work | 161 KB |
|
Solicitation Instructions.pdf
|
Please refer to this file for instructions on submitting a proposal. | 210 KB |
|
KU General Terms and Conditions (1).doc
|
KU General Terms and Conditions | 130 KB |
|
Attachment KU-146a_Rev 11-22.pdf
|
State of Kansas Contractual Provisions | 287 KB |
|
Supplier Travel & Expense Reimbursement Addendum.pdf
|
Supplier Travel & Expense Reimbursement Addendum | 142 KB |
|
Jayhawk Community Partners Attachment.pdf
|
Info about the Jayhawk Community Partners program | 125 KB |
|
2024 JCP Audited Financial Statements.pdf
|
2024 JCP Audited Financial Statements | 450 KB |
|
2024 KUCDC Audited Financial Statements.pdf
|
2024 KUCDC Audited Financial Statements | 361 KB |
|
2024 Unions Audit Report.pdf
|
2024 Unions Audit Repor | 175 KB |
|
Cost Proposal Worksheet.xlsx
|
Cost Proposal Worksheet | 11 KB |
|
Highlevel Task Plan Worksheet.xlsx
|
High level Task Plan Worksheet | 9 KB |
|
Staff Rate Card Worksheet.xlsx
|
Staff Rate Card Worksheet | 10 KB |
Attachment Preview
2474655
Auditing & Tax Services
Issue Date: 11/22/2024
Questions Deadline: 12/6/2024 12:00 PM (CT)
Response Deadline: 12/20/2024 02:00 PM (CT)
KU Procurement
Contact Information
Contact: Ramia Whitecotton
Address: Procurement
1450 Jayhawk Blvd.
Lawrence, KS 66045
Phone: 1 (785) 864-1425
Email: rmwcotton@ku.edu
Page 1 of 21 pages
Deadline: 12/20/2024 02:00 PM (CT)
2474655
Event Information
Number:
2474655
Title:
Auditing & Tax Services
Type:
Request for Proposal
Issue Date:
11/22/2024
Question Deadline: 12/6/2024 12:00 PM (CT)
Response Deadline: 12/20/2024 02:00 PM (CT)
Notes:
Greetings!
Please start your review of the Auditing and Tax Services by first reading the RFP
Snapshot located in the Attachments tab. The RFP Snapshot provides high level
details about our evaluation including the product/service category, RFP timeline,
and evaluation criteria. Next, you should read the RFP Scope of Work and the RFP
Instructions, which are also located in the Attachments section.
After you review those materials, prepare your submission by working through each
tab from left-to-right here in ION WAVE. Most responses to this RFP will be
addressed in the Attributes tab. However, key milestones can be found in the
Activities tab and any requested documentation should be uploaded in the
Response Attachments tab.
Please Note: All required (i.e. red-starred) fields must be completed to successfully
submit a bid.
Questions about the commodity, requirements, or the evaluation process
itself should be directed to the assigned Procurement Officer identified in the
Bid Contact Info area in this tab.
However, should you run into any technical (system) challenges or have problems
registering as a supplier in ION WAVE during normal business hours, you can
contact Rob Kottenbrock at rob.kottenbrock@ku.edu. After hours, you can contact
ION WAVE at 866.277.2645 Ext. 4 or support.ionwave@eunasolutions.com with
your technical questions. Please note: Neither Rob, nor ION WAVE can address
questions about the commodity, requirements, or process.
Thank you for your interest in participating in this evaluation and good luck!
#rockchalkjayhawk #goku
Page 2 of 21 pages
Billing Information
Contact: Accounts Payables
Address: Payables
Carruth O'Leary
20
1246 West Campus Rd
Deadline: 12/20/2024 02:00 PM (CT)
2474655
Lawrence, KS 66045
Phone: 1 (785) 864-3790
Email: apinbox@ku.edu
Bid Activities
Question Deadline Date
12/6/2024 12:00:00 PM (CT)
Question Deadline has been scheduled for Friday, December 6, 2024 at 12:00 pm Noon (CT). All questions received
will be answered on the RFP Pre-proposal Conference.
Pre-proposal Conference
12/13/2024 9:30:00 AM (CT)
The Pre-proposal Conference is scheduled for December 13, 2024 at 9:30am CST. We encourage participating
Bidders to attend. Details are in the RFP Document.
RFP Close Date & Time
12/20/2024 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
RFP 2747655 - Solicitation Snapshot.pdf
RFP 2747655 - Solicitation Snapshot
RFP 2747655 - Scope of Work.pdf
RFP 2747655 - Scope of Work
Solicitation Instructions.pdf
Please refer to this file for instructions on submitting a proposal.
KU General Terms and Conditions (1).doc
KU General Terms and Conditions
Attachment KU-146a_Rev 11-22.pdf
State of Kansas Contractual Provisions
Supplier Travel & Expense Reimbursement Addendum.pdf
Supplier Travel & Expense Reimbursement Addendum
Jayhawk Community Partners Attachment.pdf
Info about the Jayhawk Community Partners program
2024 JCP Audited Financial Statements.pdf
2024 JCP Audited Financial Statements
2024 KUCDC Audited Financial Statements.pdf
2024 KUCDC Audited Financial Statements
2024 Unions Audit Report.pdf
2024 Unions Audit Repor
Cost Proposal Worksheet.xlsx
Cost Proposal Worksheet
Highlevel Task Plan Worksheet.xlsx
High level Task Plan Worksheet
Staff Rate Card Worksheet.xlsx
Staff Rate Card Worksheet
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Page 3 of 21 pages
Deadline: 12/20/2024 02:00 PM (CT)
2474655
Requested Attachments
Annual Report/Financial Statements
Publicly traded companies are encouraged to include a recent Annual Report and/or other relevant Financial
Statements here.
State of Kansas Tax Clearance Certificate
Upload State of Kansas Tax Clearance Certificate here.
W-9
(Attachment required)
Please attach a copy of your W-9 dated within the last 12 months.
Resume
(Attachment required)
Please upload requested resumes from the Attributes tab here as a single PDF.
Staff Rate Card
(Attachment required)
Please upload the Staff rate Card here.
Cost Proposal Spreadsheet
(Attachment required)
Please upload the Cost Proposal Spreadsheet here.
Highlevel Task Plan
(Attachment required)
Please upload the Highlevel Task Plan here.
Peer Review Report
(Attachment required)
Please upload your firms latest peer review report here.
Bid Attributes
1 Company Profile
Please choose from below to describe your company:
Publicly Traded Privately Held
(Required: Check only one)
2 Company Profile
Is your company U.S.-based?
Yes No
(Required: Check only one)
3 Company Profile
Where is your company headquartered? Specify the city and state, as well as the country if not in the U.S.
(Required: Maximum 100 characters allowed)
4 Company Profile
Select the option that best describes your firm's geographical footprint.
Global International
(Required: Check only one)
National
Regional
Local
Page 4 of 21 pages
Deadline: 12/20/2024 02:00 PM (CT)
2474655
5 Company Profile
How many years has your company been in business?
(Required: Numbers only)
6 Financial Health
If your company is publicly traded, please include your company's most recent Annual Report or other relevant
financial statements in the Response Attachments tab.
7 General Experience & Expertise
Please describe your company's business relationship with KU (to the best of your knowledge) by selecting the best
choice below:
My company has never done business with KU.
My company has done business with KU in the past.
My company is currently doing business with KU.
(Required: Check only one)
KU is a present client as well as past client.
8 General Experience & Expertise
How would you describe the types of clients you normally work with?
(Required: Maximum 1000 characters allowed)
9 General Experience & Expertise
Do you have experience performing services for or providing goods to clients in higher education?
Yes No
(Required: Check only one)
1 General Experience & Expertise
0 Do you have resources (or a vertical) specifically dedicated to institutions of higher education/the higher ed sector?
Yes No
(Required: Check only one)
1 General Experience & Expertise
1 Approximately what percentage of your total revenue derives from public sector clients (higher ed or otherwise)?
%
(Required)
1 General Experience & Expertise
2 Approximately what percentage of your total revenue derives from private sector (corporate) clients?
%
(Required)
Page 5 of 21 pages
Deadline: 12/20/2024 02:00 PM (CT)
2474655
This page summarizes the opportunity, including an overview and a preview of the attached documents.
* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.
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See Also
Event Name Capacity Development Business Unit Department of Education Event ID EVT0010093 Event
State Government of Kansas
Bid Due: 2/10/2025
Event Name Business Unit Event ID Ends In Start Date End Date Time
Kansas Department of Administration
Bid Due: 2/12/2025
Event Name Business Unit Event ID Ends In Start Date End Date Time
Kansas Department of Administration
Bid Due: 1/17/2025
Bid Information Type Request for Proposal Status Issued Number 2024-065 (Audit Services) Issue
Johnson County
Bid Due: 1/31/2025