Please provide examples and exhibits of reports that will be made available to the University.

5.7 References and Past Experience

Offeror shall supply the names, addresses, telephone numbers and complete contact information of three (3) references for which work has been accomplished within the last three (3) years. Include a complete description of the type of service(s) provided. References should be relevant with regard to the scope of services outlined in this RFP. By submitting a Proposal, the Offeror grants permission to the University to contact references.

5.8 Financial Proposal

• Please complete Attachment D to provide support for your firm's fixed price proposal.
• The offeror must provide fixed pricing for the first year ended June 30, 2017, including all out of pocket expenses during the contract year. Fixed price quotes for the years ending 2017, 2018, 2019, 2020, and 2021 shall also be included. The annual increases should not exceed the offer’s cost of providing service and will be limited to the previous year’s wholesale producer price index increase.
• The contract may be renewed for one (1), five (5) year term after the initial contract term for a potential of ten (10) years. The University reserves the right to renegotiate the scope of the work or any terms and/or conditions as may be necessary during the initial contract period or for any renewal period, and the University and contractor may mutually agree to adjust the contract price in accordance with the changes to the basic contract.

Offer shall provide a complete description of all costs for services, including hourly rates if applicable.

5.9 Optional Services

The University may wish to engage in tax consulting services. Please include hourly rates for tax consultation on Attachment C.

Fully describe and explain any optional services that Offeror will provide that are not part of the mandatory services.

6.0 EVALUATION CRITERIA PROCESS

The University’s evaluation of each proposal will be based upon the information provided in the Proposal, additional information requested by the University, information obtained from references and independent sources, and formal presentations, if requested. The University evaluation committee will evaluate proposals in accord with the requirements and criteria set forth in this Solicitation, including any Addenda issued. The University may award the Contract to the Successful Offeror submitting the Proposal determined to be the most advantageous to the University.

Eastern Kentucky University