Ensuring compliance with all relevant IRS regulations and reporting requirements.
Offering ongoing support and consultation throughout the ERTC application process.
Reviewing and advising on any updates or changes to ERTC guidelines.
40.3 Evaluation Criteria – 1000 points possible
Company Profile – 150 points
Describe the offeror Overview of the firm's experience in providing tax advisory services, specifically related to the ERTC program.
Company Personnel – 100 points
State the name, the title or position, and telephone number of the individuals who would have primary responsibility for the project resulting from this RFP. Disclose who within the firm will have prime responsibility and final authority for the work under this contract. Attach a current resume for each individual. Describe the proposed process for personnel changes during the term of the agreement.
References – 100 points
References from at least three (3) previous clients for similar engagements.
Proposed Plan of Work – 350 points
Description of the proposed approach and methodology for assisting KSU with the ERTC process.
Timeline – 50 points
Provide a performance timeline based on the information presented in the Scope of Work that includes all segments of your proposed work.
Cost Proposal – 250 points
The offeror will submit a cost proposal on the attached form. Include any associated costs and expenses.
The offeror should propose a fee for service model. Revenue sharing models will not be considered.
Information about Kentucky State University's financial profile can be found in the audited financial statements, available at the following link: https://www.kysu.edu/finance-and-administration/
SECTION 50 – PROPOSAL SUBMISSION
50.1 Disposition of Proposals