Financial Auditing Services Issuance Date: November 22, 2011 Submission Due Date: December 20, 2011_part2 potx

DOCUMENT A TECHNICAL PROPOSAL COVER PAGE TITLE Financial Auditing Services TO: HOWARD COUNTY HOUSING COMMISSION ATTN: Samit Paul 6751 Columbia Gateway Drive, Third Floor Columbia, M

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HCHC RFP No 01-11-2011

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6751 Columbia Gateway Drive Columbia, Maryland 21046 Telephone (410) 313-6318 FAX (410) 313-6064

8.11.2.6Proposed approach to gain and document an

understanding of the Commission’s internal control structure;

8.11.2.7Proposed approach to determine laws and regulations that

will be subject to audit test work; and

8.11.2.8Proposed approach to draw review for compliance tests

8.12 Identification of Anticipated Potential Audit Problems: The technical

proposal shall identify and describe any anticipated potential audit problems, the Contractor's approach to resolving these problems, and any

special assistance the Contractor will request from the Commission

8.13 Report Format: The technical proposal shall include sample formats for

required draft and final reports

8.14 Statement and discussion of the requirements as analyzed by the

Contractor

8.15 Price Proposal Cover Page and Schedules of Professional Fees and

Expenses

8.16 A Contractor may submit a certification of status as a minority-owned

business enterprise, women-owned business enterprise, disabled-owned business enterprise, or a HUD-defined Section 3 business concern Such certifications shall be considered by the Commission in a manner

consistent with its Procurement Policy

8.17 To assure a uniform review process and to obtain the maximum degree of

comparability, each technical proposal shall be presented in the order of the above Technical proposals should be prepared simply and economically, providing a straightforward, concise description of the offer and all required information They should be printed on recycled paper and duplexed if possible; staples, clips or rubber bands are preferred to ring binders, and unnecessarily elaborate brochures or other expensive visual presentations are neither necessary nor desired Each page of the

technical proposal should be consecutively numbered

8.18 The required documents must be received by the Howard County Housing

Commission at 6751 Columbia Gateway Drive, Columbia, Maryland

21046 no later than 2:00 P.M., December 20, 2011 Submissions may be mailed, hand-delivered, emailed or faxed If mailing or hand delivery, send to: Samit Paul, Contract Manager, 6751 Columbia Gateway Drive, Third Floor, Columbia, MD 21046 If emailing, send to: spaul@howardcountymd.gov If faxing, send to: 410-313-5960 Submissions must be in the form required and clearly marked

"AUDITING SERVICES PROPOSAL."

This is trial version www.adultpdf.com

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9 PRICING/PRICE ADJUSTMENT

9.1 Prices offered shall be firm against any increase for one year from the

effective date of the contract Prior to commencement of subsequent renewal periods, the Commission will entertain a request for escalation in accordance with the current Consumer Price Index at the time of the request or up to a maximum increase of five percent on the current pricing, whichever is lower The Commission reserves the right to accept or reject the request for a price increase If the price increase is approved, the price increase will be effective and will remain firm through the renewal period

A request for escalation must be submitted to the Commission in writing

no later than thirty calendar days prior to the termination of the current

one-year period under the contract

9.2 For purposes of this section, “Consumer Price Index” shall mean the

Consumer Price Index-All Urban Consumers (CPI-U), Washington-Baltimore, DC-MD-VA-WV, All Items, Not Seasonally Adjusted, as published by the United States Department of Labor, Bureau of Labor

Statistics

9.3 If a price increase is requested following contract renewal and it has been

longer than one year since the last increase, the Commission may entertain

a request for escalation if it is in the Commission’s best interest If the price increase is approved, the price increase will be effective upon approval and will remain firm through the renewal period or for one year

at the Commission’s sole discretion

10 EVALUATION OF OFFERS

10.1 The Commission intends to make award to the responsible Contractor

whose proposal represents the best value to the Commission The proposal will be evaluated in two phases; the first based on the technical and price submittals and the second on the oral discussions with

representative(s) of the Commission

10.2 The first phase will be evaluated based on the following criteria listed in

order of importance:

10.2.1 Experience and technical competence of the firm in performing

similar services;

10.2.2 Qualifications and technical competence of the staff based on

resume;

10.2.3 Completeness of submittal;

10.2.4 Ability to meet due date; and

10.2.5 Price

10.3 After identifying the short list of the most qualified Contractor(s) based on

the evaluation criteria, the short-listed Contractor(s) may be required to

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clarify their proposals through oral discussions with representative(s) of

the Commission

10.4 The Commission may enter into negotiations with Contractors and invite

best and final offers as deemed to be in the best interest of the Commission Negotiations may be in the form of face-to-face, telephone, facsimile, e-mail or written communications, or any combination thereof,

at the Commission’s sole discretion

10.5 Contractors are strongly advised not to prepare their technical proposals

based on any assumption or understanding that negotiations will take place Contractors are advised to respond to this Request for Proposals

fully and with forth-rightness at the time of submission

10.6 Following the submittal of proposals, Contractors are strongly cautioned

not to contact elected officials or members of the evaluation committee regarding the selection process Inappropriate efforts to lobby or influence individuals or Contractors involved in this selection may result in

dismissal from further consideration, at the Commission’s sole discretion

11 PRE-PROPOSAL CONFERENCE

11.1 Each proposer submitting a proposal must completely satisfy themselves

as to the exact nature and conditions of the scope of services to be performed Failure to do so will not relieve the Contractor of their

obligation to carry out the provisions of the contract

11.2 A pre-proposal conference will be held at the Commission’s main office

located at 6751 Columbia Gateway Drive, Third Floor, Columbia, MD

21046 at 11:00 a.m on December 5, 2011 to discuss objectives and

answer questions relating to this Request for Proposals

12 QUESTIONS AND INQUIRIES

Questions concerning this Request for Proposals must be addressed in writing to

Samit Paul, Contracts Manager, 6751 Columbia Gateway Drive, Third Floor, Columbia, MD 21046 If emailing, send to:

spaul@howardcountymd.gov If faxing, send to: 410-313-5960 Questions must

be received no later than December 4, 2011 at 12:00 p.m

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DOCUMENT A TECHNICAL PROPOSAL COVER PAGE

TITLE Financial Auditing Services

TO: HOWARD COUNTY HOUSING COMMISSION

ATTN: Samit Paul

6751 Columbia Gateway Drive, Third Floor

Columbia, MD 21046

The undersigned agrees to furnish and deliver the above goods and/or services in accordance with the specifications issued for same, and subject to all terms, conditions, and requirements in the Request for Proposals, and in the various proposal documents:

COMPANY NAME:

FEDERAL TAX IDENTIFICATION NO./SOCIAL SECURITY NO.:

ADDRESS:

TELEPHONE

FAX:

E-MAIL ADDRESS

Delivery Time From Date of Award:

(This delivery time will be considered in determining the award.)

Payment Terms: F.O.B Destination, Inside Delivery The company will accept Visa procurement cards? Yes No

The Howard County Housing Commission is exempt from all local, state, and federal taxes, and prices stipulated by the Contractor are considered maximum and are not subject to any increase due to any taxes,

or any other reason The Commission’s Tax Exemption number is 30001219

[ ] We wish to submit a “NO BID” at this time, but request that our company remain on your bidders list for future solicitations

SIGNATURE: _

DATE:

PRINTED NAME: _

TITLE:

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DOCUMENT A PRICE PROPOSAL COVER PAGE

(Must be submitted separately from the Technical portion of the proposal)

TITLE Financial Auditing Services

TO: HOWARD COUNTY HOUSING COMMISSION

ATTN: Samit Paul

6751 Columbia Gateway Drive, Third Floor

Columbia, MD 21046

Audit for Fiscal Year Ending June 30, 2012:

1 Financial Audit Price (Commission) $ _

2 Single Audit Price $ _

3 Compilations Price $ _

4 Financial Audit Price (Ellicott Terrace) $ _

5 Financial Audit Price (The Residences

at Ellicott Gardens, LLC) $ _

6 Financial Audit Price (Monarch Mills, LP) $ _

7 Tax Preparation Services $ _

THE PERSON COMPLETING THE PRICE PROPOSAL COVER PAGE

MUST INITIAL ANY ALTERATIONS IN FIGURES IN INK

COMPANY

NAME _

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DOCUMENT A SCHEDULE OF PROFESSIONAL FEES AND EXPENSES

FOR THE AUDIT OF THE YEAR ENDED JUNE 30, 2012

SUPPORTING SCHEDULE FOR AUDIT OF FINANCIAL STATEMENTS

ITEM COMMODITY/SERVICE Hourly Total

Other (Specify):

*This Figure should appear as Item 1 on Price Proposal Cover Page

COMPANY NAME:

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SUPPORTING SCHEDULE FOR SINGLE AUDIT

Other (Specify):

COMPANY NAME:

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SUPPORTING SCHEDULE FOR COMPILATIONS

ITEM COMMODITY/SERVICE Hourly Total

NO DESCRIPTION Hours Rate Price

Other (Specify):

COMPANY NAME:

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SUPPORTING SCHEDULE FOR ELLICOTT TERRACE AUDIT

Other (Specify):

COMPANY NAME:

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FOR THE AUDIT OF THE YEAR ENDED DECEMBER 31, 2011

SUPPORTING SCHEDULE FOR THE RESIDENCES AT ELLICOTT

GARDENS, LLC AUDIT

Other (Specify):

COMPANY NAME:

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FOR THE AUDIT OF THE YEAR ENDED DECEMBER 31, 2011

SUPPORTING SCHEDULE FOR MONARCH MILLS, LP

Other (Specify):

COMPANY NAME:

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FOR TAX PREPARATION SERVICES

Other (Specify):

COMPANY NAME:

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