Professional Auditing Services
| Agency: | Washington County Board of Education |
|---|---|
| State: | Maryland |
| Type of Government: | State & Local |
| NAICS Category: |
|
| Posted Date: | Jan 25, 2024 |
| Due Date: | Feb 20, 2024 |
| Solicitation No: | 2024-58 |
| Bid Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
Professional Auditing Services
Bid number 2024-58
Bid posting date Thursday, January 25, 2024 - 10:45am
Bid opening date Tuesday, February 20, 2024 - 11:00am
The Washington County Board of Education is requesting proposals from qualified firms of certified public accountants to audit its financial statements for the fiscal year ending June 30, 2024, with the option of auditing its financial statements for each of the four (4) subsequent fiscal years.
BOE approval March 19. 2024
Term start Date of Award
Term end November 30, 2024
Renewals Four (4) additional
Renewal type one-year terms
Staff Adam Pelc, Scott Bachtell, Michelle Schultz
Attachment Preview
Professional Auditing Services
RFP 2024-58
Procurement Schedule
Issue Date:
January 25, 2024
Pre-Proposal Meeting:
N/A
Deadline for Written Questions Submission:
February 6, 2024 by 1:00 PM Eastern Time
Proposal Due:
February 20, 2024 by 11:00 AM Eastern
Time Washington County Public Schools
Center for Education Services
10435 Downsville Pike
Hagerstown, Maryland 21740
Tentative Award Date:
March 19, 2024
Dates and/or times are subject to change by the issuing of a written addendum.
WCPS Contract Managers
Procurement Officer
Scott Bachtell
Supervisor of Purchasing
301-766-2842
bachtSco@wcps.k12.md.us
Contract Administrator
Adam Pelc
Supervisor of Accounting
301-766-2915
pelcada@wcps.k12.md.us
This Bid/RFP document is posted on the WCPS Purchasing website at www.wcpspurchasing.com. This is also the source for
any/all addenda. Please register your company for notices about this Bid/RFP and similar projects on our website.
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Sections
I.
General Terms & Conditions
II. Specific Terms & Conditions
III. Services Required
IV. Audit Schedule Assistance
V. Evaluation Criteria
VI. Evaluation Process
TABLE OF CONTENTS
WCPS RFP 2024-58
Professional Auditing Services
Page
3-20
21-24
25-27
28-29
30-33
34
Required Attachments (available as separate documents on the WCPS Purchasing website)
A. Price Bid Forms
B. Reference Form
C. Bid/Proposal Affidavit
D. Contract Affidavit
E. Specification, Price, and Addenda Signature Acknowledgment
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WCPS RFP 2024-58
Professional Auditing Services
SECTION I - GENERAL TERMS AND CONDITIONS
1. Introduction
The Washington County Board of Education is requesting proposals from qualified firms of certified public
accountants to audit its financial statements for the fiscal year ending June 30, 2024, with the option of auditing
its financial statements for each of the four (4) subsequent fiscal years. These audits are to be performed in
accordance with the provisions contained in this request for proposals.
2. Definitions
As contained herein, the terms “WCPS”, WCBOE, “Schools” and/or “Owner” means Washington County Public
Schools/Washington County Board of Education. The terms “bidder”, “offeror”, “firm”, “vendor”, and “person”
are synonymous, and mean an entity submitting a proposal in response to this solicitation. Similarly, the terms
“bid”, “quote”, and “proposal”, mean the response submitted by an offeror. The term “contractor” means an
offeror awarded a contract as a result of this solicitation. The terms “General and Special Provisions”,
“requirements”, “scope”, “specifications”, and “criteria” mean the services, terms, and conditions required by the
Bid/RFP.
3. Bidder Registration
Vendors are solely responsible for completing the vendor registration process online at wcpspurchasing.com.
Contact Beverly Bergan, Purchasing Associate, at 301-766-2840, or by email to: purchasing@wcps.k12.md.us if
you have any questions or to check the status of your registration. Once registered in the WCPS Vendor Database,
you will be able to view current solicitations and may automatically receive notification of certain bid
solicitations. Washington County Public Schools will not be held responsible for a company’s failure to become
and remain a registered Vendor, to identify appropriate commodity/service categories, to keep the self-service
vendor account up to date with current contact information, and to accomplish these things in a timely manner.
Bidders with a repeated history of not bidding in a specific category may be removed from the Vendor Database
for that category at the discretion of the Purchasing Supervisor.
a. If your firm is already a WCPS registered vendor:
• You must confirm your account is current and a W-9 must be on file
4. Receipt of Bids
a. Bids received prior to the time of opening will be time-stamped and securely kept unopened. No bid received
after the due date and time listed will be considered. WCPS will not be responsible for the premature opening
of bids received that are not properly addressed or identified. Any bid may be withdrawn before the scheduled
time for opening bids. A Bid sent via email will not be accepted.
b. All inner and outer envelopes and packaging, used by Fed Ex, UPS and etc., are to be labeled with the
following:
• Bidder Name
• Bid Number and Name
• Due Date and Time
c. Bids received after the designated date and/or time will not be accepted, regardless of when they were mailed
or given to a delivery carrier.
d. Bids not received by the date, time, and location designated on the solicitation cover sheet, due to improper
labeling, may be considered non-responsive.
e. In the event of inclement weather on the date when bids are scheduled to be opened and the WCPS offices are
closed, or operating under a modified schedule, bids will be opened on the next business day at the same time
as previously scheduled. Bids will be accepted until the scheduled time of opening on the next business day.
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WCPS RFP 2024-58
Professional Auditing Services
Often when schools are closed due to inclement weather, administrative offices remain open. When in doubt,
call the Purchasing Department (301-766-2840).
5. Addenda
a. All changes to the bid solicitation will be made through appropriate addenda issued from the Purchasing
Department.
b. Addenda will be available on the WCPS Purchasing Department webpage.
c. Addenda will be issued no later than four (4) days prior to the date for receipt of Bids except an Addendum
withdrawing the request for Bids or one which includes postponement of the date for receipt of Bids.
d. Each bidder shall ascertain, prior to submitting a bid that they have received all Addenda issued and the
bidder shall acknowledge receipt on the Signature Acknowledgement Form. Failure of any bidder to
acknowledge the receipt of addenda will not relieve that bidder from any obligations under this solicitation as
amended by addenda. All addenda so issued will become part of the award and contract documents.
6. Preparation of Bid
a. Should any bidder be in doubt as to the meaning of the specifications, or should they find any discrepancy or
omission, they shall notify the Contract Managers listed on the solicitation cover sheet. No pleas of
ignorance of such conditions and requirements resulting from failure to make such investigations and
examinations will relieve the successful offeror from its obligations to comply in every detail with all the
provisions and requirements of the contract documents, or will be accepted as a basis for any claim
whatsoever for any monetary consideration on the part of the successful bidder. If required, bidders will be
notified of clarifications and/or additional information by means of addenda.
b. Each bid will be sealed, show the full business address and contact information of the bidder and be signed by
the person(s) legally authorized to sign contracts. All correspondence concerning the bid and contract,
including notice of award, copy of contract, and purchase order, will be emailed, or mailed, to the address
shown on the bid in the absence of written instructions from the bidder to the contrary.
c. Bidder shall submit one original proposal, with the requested documents signed. Bidders may not submit
more than one proposal. Bids must be prepared on the proposal form(s) provided. WCPS’s Price Proposal
and other forms shall not be altered.
d. Compliance with Laws; The Contractor hereby represents and warrants that:
i. It is qualified to do business in the State of Maryland and that it will take such action as, from time-
to-time hereafter, may be necessary to remain so qualified;
ii. It is not in arrears with respect to the payment of any monies due and owing the State of Maryland, or
any department or unit thereof, including but not limited to the payment of taxes and employee
benefits, and that it shall not become so in arrears during the term of this Contract;
iii. It shall comply with all federal, State, and local laws, regulations, and ordinances applicable to its
activities and obligations under this Contract; and
iv. It shall obtain, at its expense, all licenses, permits, insurance, and governmental approvals, if any,
necessary to the performance of its obligations under this Contract
v. Bidder shall provide proof of compliance to WCPS upon request.
e. By submitting a response to this solicitation, each Bidder represents that it is not in arrears in the payment of
any obligations due and owing the State of Maryland, including the payment of taxes and employee benefits,
and that it shall not become so in arrears during the term of the contract if selected for contract award.
f. Bids by partnerships must be signed with the partnership name, followed by the signature and designation of
the person having authority to sign. When requested, satisfactory evidence of authority of the person signing
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WCPS RFP 2024-58
Professional Auditing Services
will be furnished. Anyone signing the bid as an agent shall file satisfactory evidence of their authority to do
so, if requested.
g. Bids by corporations must be signed with the name of the corporation, followed by the signature and
designation of the person having authority to sign. When requested, satisfactory evidence of authority of the
person signing will be furnished. Anyone signing the bid as an agent shall file satisfactory evidence of their
authority to do so, if requested.
h. Failure to sign the bid document will result in rejection of the bid as non-responsive.
i. WCPS will not be responsible for any costs incurred by a bidder in preparing and submitting a proposal in
response to this solicitation.
7. Bid Opening
a. Bids shall be opened in public at the time and place designated in the bid solicitation.
b. Complete evaluation of the proposals will not take place at the bid opening and no indication of award will be
made. A final recommendation(s) shall be prepared for review and approval by the Board of Education of
Washington County. During the evaluation process, no information will be provided until the final
recommendation has been approved.
c. Final award recommendation, and the bid tabulation, will be posted on the WCPS webpage, after the Board of
Education of Washington County approval.
8. Award or Rejection of Bids
a. The basis of award shall be the lowest responsible bidder(s) submitting a responsive bid that conforms to the
specifications established in the solicitation with consideration given to the quantities involved, time required
for delivery, purpose for which required, competency and responsibility of bidder, the ability of the bidder to
perform satisfactory service, and the plan for utilization of minority contractors, if applicable.
b. WCPS reserves the right to determine completeness and/or timeliness of bids, to reject any or all bids in
whole or in part, to make partial awards, award to one or multiple bidders, to waive any informality in any
quotation, to increase or decrease quantities if quantities are listed in the bid, to reject any bid that shows any
omissions, alterations of form, additions not called for, conditions, or alternate proposals. Board of Education
of Washington County may make any such award as is deemed to be in the best interest WCPS.
c. Bidders may be required, before the awarding of a contract, to show to the complete satisfaction of WCPS,
that they have the necessary facilities, ability, and financial resources to execute the contract in a satisfactory
manner, and within the time specified. Bidders may be required to demonstrate they have the necessary
experience, history, and references to assure WCPS of their qualifications.
d. The Board of Education of Washington County reserves the right to award the bid within 90 days from
the date of the bid opening unless a different time period is stated in the bid document.
e. Unless stated otherwise in Section II, the contract may be awarded by line item, group, or in the aggregate,
whichever is in the best interest of WCPS.
f. In the event of a tie, where all other factors, such as past performance, are considered comparable, the award
shall be made to the Washington County based bidder; the closest Maryland out-of-county based bidder; and
the closest out-of-state based bidder, in that order of preference.
g. WCPS does not have local, state or federal preference requirements except when mandated by a targeted
funding source.
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