Cost Allocation Plan Services and CFR (Federal) Cost Allocation Plan Services

Agency:	Gila County
State:	Arizona
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Posted:	Feb 21, 2024
Due:	Mar 20, 2024
Publication URL:	To access bid details, please log in.

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GILA COUNTY

REQUEST FOR PROPOSALS (RFP) NO. 011224

COST ALLOCATION PLAN SERVICES AND CFR (FEDERAL) COST ALLOCATION PLAN

SERVICES

BIDDER’S INFORMATION

CONTRACT DOCUMENTS AND SPECIFICATIONS

*BOARD OF SUPERVISORS*

Stephen Christensen, Chairman

Timothy Humphrey, Vice Chairman

Woody Cline, Member

*COUNTY MANAGER*

James Menlove

GILA COUNTY

NOTICE OF REQUEST FOR SEALED PROPOSALS NO. 011224

COST ALLOCATION PLAN SERVICES AND CFR (FEDERAL) COST ALLOCATION PLAN SERVICES

Notice is hereby given that Gila County is seeking a qualified professional consulting firm for Cost Allocation

Plan Services and CFR (Federal) Cost Allocation Plan Services.

SUBMITTAL DUE DATE:

RETURN PROPOSAL TO:

11:00 A.M., MST, March 20, 2024

GILA COUNTY

FINANCE DEPARTMENT

1400 EAST ASH STREET

GLOBE, ARIZONA 85501

NOTICE IS HEREBY GIVEN, that sealed competitive proposals for the material or services as specified will be

received by the Gila County Finance Department, until the time and date cited.

Proposals received by the correct time and date will be publicly opened and recorded thereafter in the finance

department Copper Conference Room or other site, which may be designated. Any proposals received later than

the date and time specified above will be returned unopened. Late proposals shall not be considered. The

prevailing clock shall be the atomic clock in the reception area of the Copper Building.

All proposals shall be made on the request for sealed proposals forms included in this RFQ No. 011224 package

and shall include all applicable taxes.

Interested bidders may obtain a copy of this solicitation by calling the Gila County Finance Department at 928-

402-4355 or by clicking on the link:

http://www.gilacountyaz.gov/government/finance/procurement/current_bids.php and downloading the file.

Bidders are strongly encouraged to carefully read the entire request for proposal.

Any questions regarding this Request for Proposals shall be submitted in writing and directed to: Betty Hurst,

Contracts Administrator, at bhurst@gilacountyaz.gov.

The Board of Supervisors reserves the right to reject any or all proposals, or to accept any proposal, or to waive

any informality in any proposal, or to withhold the award if deemed in the best interest of Gila County. All

procurement activities conducted by Gila County are in conformance with the rules and regulations of the Gila

County Procurement Code. A copy of the code is available for review in the Clerk of the Board’s office, Globe,

AZ.

Dates advertised in the Payson Roundup: February 27, 2024, and March 5, 2024

Signed: _____________________________________________

Stephen Christensen, Chairman of the Board

Date: _____/_____/_____

Signed: _____________________________________________

The Gila County Attorney’s Office

Date: _____/_____/_____

RFP NO. 011224/ Contractor for the Cost Allocation Plan Services and CFR (Federal) Cost Allocation Plan Services

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Section 1

Section 2

Section 3

Section 4

TABLE OF CONTENTS

Request for Proposals

Scope of Work

Selection Process

General Terms and Conditions

RFP NO. 011224/ Contractor for the Cost Allocation Plan Services and CFR (Federal) Cost Allocation Plan Services

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INTENT

REQUEST FOR PROPOSALS FOR: COST ALLOCATION PLAN SERVICES AND CFR (FEDERAL) COST ALLOCATION

PLAN SERVICES

Section 1- Request for Proposals

INTENT:

Gila County is seeking a qualified CPA Firm or Financial Consultant to perform the following services:

• Prepare a full cost allocation plan for fiscal year 2024-25 based on fiscal year 2022-23 actual amounts.

• Prepare an OMB Circular 2 CFR Part 200 compliant (federal) cost allocation plan

• Review the draft cost allocation plans with appropriate County staff.

For the purposes of this Request for Proposal, “Contractor” is defined as an individual or an entity

who submits a bid.

RFP NO. 011224/ Contractor for the Cost Allocation Plan Services and CFR (Federal) Cost Allocation Plan Services

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COST ALLOCATION PLAN SERVICES AND CFR (FEDERAL) COST ALLOCATION PLAN

SERVICES

It is the intent of Gila County to award a contract to a qualified Contractor for the Cost Allocation Plan Services

and CFR (Federal) Cost Allocation Plan Services Services.

SCOPE OF WORK:

Section 2 – Scope of Work

Gila County is seeking qualified firms to provide Cost Allocation Plan Services and CFR (Federal) Cost Allocation

Plan Services to Gila County staff in the following categories:

Contractor’s work plan for completion of the requested scope of services is comprised of a series of individual

tasks. Regular progress and project review meetings are planned. Contractor is committed to meeting with

County staff as frequently as necessary to assure a quality product, and full understanding of project results.

Contractor’s work plan will be performed consistent with the timeline agreed to below. The Contractor shall

adhere to the following minimum specifications, performance requirements and all terms and conditions

within this contract.

PROJECT INITIATION

1.1 Contractor shall meet with County staff to confirm the objectives, deliverables, and schedule

of the entire project.

1.2 Any necessary refinements in approach or schedule shall be identified, discussed, and

incorporated into a revised work plan and timeline, and submitted to the County for approval.

ACQUIRE AND REVIEW ORGANIZATIONAL AND FINANCIAL INFORMATION

2.1 Contractor shall acquire and review annual financial and program reports, detailed

expenditure reports, budgets, and agency-wide organization charts.

2.2 Contractor shall acquire additional financial reports and organizational data during and/or as a

result of the initial project meeting and subsequent meetings with County staff. Additionally,

Contractor shall acquire and review the County’s existing Cost Allocation Plans (CAP) from the

prior two (2) years.

2.3 Contractor shall evaluate all existing methodologies and identify areas for possible

improvement and enhancement. Contractor is always careful to not make methodology

changes for the sake of change. Methodologies shall only be modified when necessary for

compliance with the appropriate regulations, or when they improve the overall accuracy of

the plan.

REVIEW OF FEDERAL PROGRAMS, AND OTHER SPECIAL FUNDING SOURCE PROGRAMS,

ADMINISTERED BY COUNTY

3.1 Contractor shall conduct a review of County programs to identify federal programs and the

source of their funding. The objective of this review is to determine the greatest potential for

recovery of indirect costs and any issues associated with the recovery of indirect costs.

RFP NO. 011224/ Contractor for the Cost Allocation Plan Services and CFR (Federal) Cost Allocation Plan Services

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Cost Allocation Plan Services and CFR (Federal) Cost Allocation Plan Services

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