Provide Accounting Consulting and Financial Management Services for
| Agency: | State Government of Louisiana |
|---|---|
| State: | Louisiana |
| Level of Government: | State & Local |
| Category: |
|
| Opps ID: | NBD11472851111463828 |
| Posted Date: | Mar 15, 2024 |
| Due Date: | Mar 21, 2024 |
| Solicitation No: | JPP-RFP-0479 |
| Source: | Members Only |
| bid number | description | date issued | bid open date/time | help |
| JPP-RFP-0479 |
Provide Accounting Consulting and Financial Management Services for
The Jefferson Parish Department of Community Development. Original: JPP-RFP-0479 |
02/14/2024 |
03/21/2024
3:30:00 PM CT |
JPP |
|
Add #1-Final Q&A
Addendum 1: JPP-RFP-0479-1 |
03/15/2024 |
Attachment Preview
REQUEST FOR PROPOSAL
To Provide Accounting Consulting and Financial Management Services for The Jefferson
Parish Department of Community Development
RFP No.: 0479
Proposal Receipt Date: March 21, 2024
Proposal Receipt Time: 3:30 p.m.
Jefferson Parish
Department of Purchasing
200 Derbigny Street, Suite 4400
Gretna, LA 70053
(504) 364-2678
TABLE OF CONTENTS
PART I – ADMINISTRATIVE AND GENERAL INFORMATION
1.1 Background ...............................................................................................................4
1.2 Purpose .....................................................................................................................4
1.3 Goals and Objectives.................................................................................................5
1.4 Proposer Minimum Requirements .............................................................................5
1.5 Schedule of Events....................................................................................................6
1.6 Proposal Submittal.....................................................................................................7
1.7 Proposal Response Format .......................................................................................7
1.8 Number of Response Copies.....................................................................................9
1.9 Legibility/Clarity .........................................................................................................9
1.10 Pre-proposal Conference.........................................................................................9
1.11 Written Inquiries.......................................................................................................9
1.12 Inquiry Periods.......................................................................................................10
1.13 Required Signed and Notarized Affidavits .............................................................11
1.14 Proposal Guarantee...............................................................................................11
1.15 Performance Bond.................................................................................................11
1.16 Fidelity Bond Requirements...................................................................................11
1.17 Proposal Validity ....................................................................................................11
1.18 Revisions, Withdrawals, Protest Procedures .........................................................11
1.19 Cost of Offer Preparation.......................................................................................12
1.20 Acceptance of Proposal Content ...........................................................................12
1.21 Written or Oral Discussions/Presentations ............................................................12
1.22 Standard Terms and Conditions and Non-negotiable Contract Terms ..................12
1.23 Taxes.....................................................................................................................13
1.24 Selected Proposer’s Responsibilities.....................................................................13
1.25 Sub-Contractor Requirements ...............................................................................13
1.26 Insurance Requirements........................................................................................13
1.27 Subcontractor Insurance........................................................................................14
1.28 No Guarantee of Quantities ...................................................................................14
1.29 Contract Negotiations ............................................................................................14
1.30 Cancellation of RFP or Rejection of Proposals......................................................14
1.31 Evaluation and Selection .......................................................................................14
1.32 Indemnification ......................................................................................................16
1.33 Payment for Services.............................................................................................17
1.34 Termination............................................................................................................17
1.35 Assignment............................................................................................................18
1.36 EEOC and ADA Compliance .................................................................................18
1.37 Audit of Records ....................................................................................................18
1.38 Record Retention...................................................................................................19
1.39 Record Ownership .................................................................................................19
1.40 Content of Contract/Order of Precedence .............................................................19
1.41 Contract Changes..................................................................................................19
1.42 Substitution of Personnel.......................................................................................19
Page 2 of 53
1.43 Force Majeure .......................................................................................................20
1.44 Governing Law ......................................................................................................20
1.45 Claims or Controversies ........................................................................................20
PART II – SCOPE OF WORK/SERVICES
2.1 Scope of Work/Services ..........................................................................................20
2.2 Period of Agreement................................................................................................25
2.3 Price Proposal (Price Schedule)..............................................................................25
2.4 Deliverables.............................................................................................................25
2.5 Location ...................................................................................................................26
2.6 Financial Profile .......................................................................................................26
2.7 Technical Proposal Elements ..................................................................................26
A. Technical...................................................................................................................26
B. Qualifications and Experience...................................................................................27
PART III – FEDERAL CONTRACT PROVISIONS
3.1 Federal Contract Provisions ....................................................................................27
PART IV – EVALUATION
4.1 Evaluation Criteria ...................................................................................................29
PART V – PERFORMANCE STANDARDS
5.1 Performance Requirements .....................................................................................31
5.2 Performance Measurement/Evaluation ....................................................................31
PART VI - APPENDICIES
ATTACHMENT “A” – Insurance Requirements
ATTACHMENT “B” – Price Proposal
ATTACHMENT “C” –Debarment, Suspension, and other Responsibility Matters
ATTACHMENT “D” – Federal Contract Provisions
ATTACHMENT “E” – Signature Page
ATTACHMENT “F” – Corporate Resolution
ATTACHMENT “G”– Request for Proposal Affidavit
Page 3 of 53
REQUEST FOR PROPOSAL
TO PROVIDE ACCOUNTING CONSULTING AND FINANCIAL MANAGEMENT SERVICES
FOR THE JEFFERSON PARISH DEPARTMENT OF COMMUNITY DEVELOPMENT
1.1 Background
Jefferson Parish seeks to engage a qualified accounting consultant to assist the Jefferson Parish
Department of Community Development ("JPDCD") with technical assistance and related
management services, on an as-needed basis for programs funded by the U.S. Department of
Housing and Urban Development ("HUD"), U.S. Department of Treasury, other Federal grant,
and State Grant sources.
The funding for programs administered by JPDCD comes from HUD, the U.S. Department of
Treasury, and other Federal/ State grant resources and JPDCD administers these funds
following applicable grant guidelines in addition to the Code of Federal Register (CFR).
Additionally, outside of funding for various Programs, these Federal Grants provide funding for
the entirety of JPDCD's operations. Therefore, JPDCD is fully federally funded, and all money
provided by Jefferson Parish is fully reimbursed by various Federal and State Grants. JPDCD
does not receive any money from the Jefferson Parish General Fund and pays the Parish for
indirect costs such as rent, equipment usage, computer services, risk management, safety and
security, etc.
The JPDCD Accounting Staff members use the Parish AS400 system to input program and
salary expenses that are then processed and paid by Jefferson Parish. The Grantors use various
methodologies of payment to JPDCD such as reimbursement and/ or up-front full award.
Drawdowns for these expenses are then subsequently performed in the various Federal and/ or
State financial management systems (e.g., IDIS, DRGR, and eLOCCS) to notify the Grantor of
these payments. If applicable, the Grantor then issues reimbursement to Jefferson Parish shortly
after notification. Additionally, both JPDCD Accounting Staff members and members of the
managerial staff work together to perform periodic, deadline-driven quarterly, annual, or final
reporting in all applicable Federal and/or State financial management systems.
1.2 Purpose
The purpose of this Request for Proposal (RFP) is to obtain competitive proposals as allowed
by Jefferson Parish Code of Ordinances Section 2-895 et. seq. from bona fide, qualified
Proposers who are interested in providing Scope of Work as defined in Part II hereof. By
submitting a proposal, Proposer agrees to comply with all provisions of Louisiana law as well as
compliance with the Jefferson Parish Code of Ordinances, Louisiana Code of Ethics, applicable
Jefferson Parish ethical standards, and Jefferson Parish (hereinafter sometimes referred to as
the “Parish”) standard terms and conditions as adopted by Jefferson Parish Council Resolution.
Page 4 of 53
1.3 Goals and Objectives
This is a competitive process open to all. JPDCD desires to obtain a firm that is familiar with
federal regulations, State law, Parish ordinances, and departmental processes and
demonstrates specific knowledge of and experience to provide accounting consulting and
related management services to JPDCD.
JPDCD's goals and objectives for accounting consulting and management services are as
follows:
1. Prepare a fiscal year financial forecast (i.e., budget) and assist management
development of the assumptions underlying the prospective financial
information.
2. Provide guidance, as needed, to JPDCD Accounting unit staff members.
3. Provide reconciliation of projects, as needed, in accordance with Jefferson
Parish Accounting Department policies and procedures, HUD guidelines, or
other Federal Guidelines.
4. Prepare federal, state, and local government reporting forms for each
calendar quarter-end as needed.
5. Provide custom reports and miscellaneous journal entries (e.g. payroll,
expenses, and financial forecasts) upon request.
6. Directly support JPDCD’s annual budgeting process, including developing
documents and materials for organizing and presenting the budget to the
Parish President.
7. Implement a schedule of applicable drawdowns.
In addition, for further goals and objectives, please see Section 2.1 Scope of
Work/Services.
1.4 Proposer Minimum Requirements
A. At least three (3) years’ experience in providing similar accounting
consulting and related financial management services on federal or
state programs administered by HUD more specifically IDIS (the
HUD financial management system pertaining to HOME, CDBG
and ESG), DRGR (the HUD financial management system
pertaining to CDBG-DR) and eLOCCS (the HUD financial
management system pertaining to State ESG and CoC), with at least
one (1) year for service to a City, Parish/County, State or Federal
agency.
Page 5 of 53
This is the opportunity summary page. You are currently viewing an overview of this opportunity and a preview of the attached documentation.
For more information, please visit the Publication URL Web page.
TRY FOR FREE
Not a USAOPPS Member Yet?
Get unlimited access to thousands of active local, state and federal government bids and awards in All 50 States.