Request for Proposal For Audit Services Table of Contents Page 1.Registration Page 2.Solicitation Details Page 3.Project Overview Page 4.Information Requirements Page 5.Evaluation Criteria Page 6. Rights and Reservations Page 7. Applicable Law
REGISTRATION FORM This form is required and will be used to communicate information with respect to questions and addenda as needed. Please complete and email to Monica Rodriguez at monicar@epilepsyfl.org by the deadline for questions listed in the Solicitation Details. Applicant: Address: Telephone: Fax: E-Mail: Website:
SOLICITATION DETAILS Date of Issue: August 15, 2018 Contract Location: 7300 N. Kendall Drive, Suite 760, Miami, FL 33156 Contract Duration: Three years Time and Date Questions are Due: August 22, 2018 at 5 p.m. Time and Date Proposal is Due: August 29, 2018 at 5 p.m. Proposed Start Date of Engagement: Fiscal Year Ending June 30, 2018 Proposed End Date of Engagement: Fiscal Year Ending June 30, 2020 Notification of Decision: September 14, 2018 Notification of Successful Applicant: September 21, 2018 Name and Contact Information for EFL Point of Contact: Name: Monica Rodriguez Title: CFO Phone: (305) 670-4949 Email: monicar@epilepsyfl.org
PROJECT OVERVIEW Purpose of the Engagement To audit and express and opinion on the financial statements which comprise the statement of financial position and the related statements of activities, functional expenses and cash flows for the three fiscal years beginning with the fiscal year ended June 30, 2018. Also, will require the preparation of all State and Federal Collection Forms and Forms 990 for the above indicated fiscal years. Lastly, the provider should report on internal controls. Project Objectives To comply with all Federal, State & Local accounting, tax and funding requirements. Proposed project timetable The audit engagement should begin by September 24, 2018 and conclude by October 24, 2018 for the fiscal year ended June 30, 2018 and begin by August 15 th and conclude by September 15 th following each subsequent fiscal year end. Each year the deliverables will be and be subject to Board and Audit Committee approvals. The tax engagement should be concluded within a month of the Board approval of the audit engagement deliverables. Proposed Deliverables of the Engagement -Independent Auditor s Report -Statement of Financial Position -Statement of Activities -Statement of Functional Expenses -Statement of Cash Flows -Notes to Financial Statements -Schedule of Expenditures of Federal Awards and State Financial Assistance -Notes to the Schedule of Expenditures of Federal Awards and State Financial Assistance -Independent Auditor s Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards -Independent Auditor s Report on Compliance for Each Major Federal Program and State Project and on Internal Control over Compliance Required by the Uniform Guidance, and Chapter 10.650, Rules of the Auditor General of the State of Florida -Required Single Audits -Schedule of Findings and Questioned Costs Prior year Audit Reports and Form 990 can be found at: http://www.efof.org/shop/financial-information/
INFORMATION REQUIREMENTS Proposals must include: 1. An outline of the Service Provider s ability and approach to deliver the work sought under the RFP: a summary of the likely issues involved in the project; information on the Service Provider s ability to meet the statement of work; and the proposed timelines for the delivery and an indication of how the Service Provider will stage their work to meet these timelines. 2. An outline of the proposed team including: detail the Key Personnel to be involved and their time commitment/number of hours on the engagement; nomination of a primary senior contact within the firm and any required subcontractors; and brief resume details for Key Personnel of the proposed team; total cost of engagement 3. An outline of the Service Provider s relevant expertise and experience in projects of a similar type. 4. Confirmation of no conflict of interest or details of any potential conflict of interest and strategies to manage. 5. Provide a list of up to 3 references relevant to the type of services being sought. Please submit 4 hard copies of the proposal and 1 CD to: Monica Rodriguez Epilepsy Florida 7300 N. Kendall Drive Suite 760 Miami, FL 33156
EVALUATION CRITERIA 10 Points - Demonstrated understanding of nature and complexity 10 Points - Preparation of an acceptable methodology and work plan to deliver the work. 25 Points - Proven experience and strength of the team to be assigned to this project including the identity and role of the team leader 10 Points - Ability and approach to working collaboratively with key stakeholders. 10 Points - Appreciation of the Governments objectives and principles and applicability to project. 10 Points - The Service Provider is able to demonstrate that it has no conflict of interest in undertaking the project work. 25 Points - The proposed cost or price. 100 Points Total
EPILEPSY FLORIDA RIGHTS AND RESERVATIONS The Purchaser reserves the right not to consider late proposals, or proposals which do not comply with the above requirements. Purchaser is not bound to accept the lowest or any Quote, and warrants only that all valid proposals will receive due and diligent consideration. Purchaser intends to proceed with the process as outlined, but does not guarantee to proceed and reserves the right to: o Cancel the solicitation o Make no awards Purchaser intends to make award on the basis of initial proposals, but reserves the right to conduct negotiations. All submissions are public record.
APPLICABLE LAW Any contract resulting from this RFP shall be subject to the requirements set forth at 45 CFR Part 75 and 2 CFR Part 200.