BEI Accounting Services

 

REQUEST FOR PROPOSALS (RFP)

BEI-2013-RFP-1206 AUDIT SERVICES (PDF)

Addendum 1 (PDF)

UWF-BEI Financial Record
    Sales & Use Tax Returns
    Form 1096 and Form 1099s
    Tangible Personal Tax Returns

Questions/Answers concerning RFP-2013-RFP-1206 Audit Services
    01/06/2014-Q&A (PDF)

RFP Respondents
    View Respondents (PDF)

Evaluation Committee Results:

Notice of Intent To Award: 2014_04_02-BEI-2013-RFP-1206 - Notice of Intent to Award - Auditing


    Evaluation & Selection Team selected a "shortlist" of two (2) finalists.

       1. Clifton Larson & Allen, Orlando
       2. Saltmarsh Cleveland & Gund, Pensacola

The two (2) finalists selected shall be scheduled in the next few weeks for interviews with the entire Evaluation & Selection Committee. The Committee shall, after completion of both interview sessions, make a final award recommendation to one (1) of the two (2) Finalist Firms short listed.

DEADLINES & MEETINGS

Interviews for two (2) finalists:Thursday, March 27, 2014 between 8:30 am through 9:30 am. The Evaluation Team will conduct each interview in response to the BEI-2013-1206-Audit Services open and competitive RFP solicitation and will make recommendations moving forward.

LOCATION: UWF Building 90, Room 124 (South Conference Room). Information: bei@uwf.edu, Ext. 850.473.7075.

The Evaluation Team will openly discuss and interview "shortlist" firms in response to the BEI-2013-1206-Audit Services-RFP.

This is a public meeting starting at 9:30 a.m.; however, this does not constitute a public hearing. All interested parties may attend. The Evaluation Team will be discussing the issues before them and there will be no opportunity for public input.


Rescheduled Public Meeting: Friday, February 28, 2014 9:00 AM Local Time. UWF Business Enterprises, (BEI) will host and Evaluation Team session for (2) competitive solicitations.

BEI-2013-RFP-1115 - Accounting Services and BEI-2013-RFP-1206 – Audit Services

LOCATION: UWF Building 90, Room 124 (South Conference Room). Information: bei@uwf.edu, Ext. 850.473.7075.

The Evaluation Team will review the proposals in response to both open and competitive RFP solicitations and to make recommendations moving forward.

The Evaluation Team will openly discuss and rank every firm in response to both RFP's.This is a public meeting starting at 9 a.m.; however, this does not constitute a public hearing. All interested parties may attend. The Evaluation Team will be discussing the issues before them and there will be no opportunity for public input.

Meeting Canceled Due to Weather
(January, 30, 2014): Reschedule TBD

Thursday, January 30, 2014 9AM Local Time -UWF
Business Enterprises, Inc. (BEI) will host an Evaluation
Team session for (2) competitive solicitations:

BEI-2013-RFP-1115 Accounting Services and BEI
2013-RFP-1206 –Audit Services on Thursday, January 30 from 9 a.m. – 10:30 a.m.

LOCATION: UWF Building 90, Room 124 (South
Conference Room). Information: bei@uwf.edu,
Ext. 850.473.7075.

The Evaluation Team will review the proposals in
response to both open and competitive RFP solicitations
and to make recommendations moving forward.

The Evaluation Team will be charged to review the proposal submittals independently and then come together at a public meeting to openly discuss and rank every firm in response to both RFP's.

ADA Statement: Pursuant to the provisions of the Americans with Disabilities Act, any person requiring special accommodations to attend this meeting is requested to advise UWF by contacting the UWF ADA Office at (850) 474.2694 (Voice) or(850) 857.6114 (TTY) at least 48 hours before the meeting.

Information: UWF-BEI to receive communications and/or inquiries from Proposers regarding the competitive solicitation via email to authorized UWF-BEI Representative David O’Brien or Dora English at bei@uwf.edu, Ext. 850.473.7075

DEADLINE FOR RESPONSE (RFP):
January 10, 2014 at 2:00 p.m. CST

(If mailed, the proposal must be received in the Bldg. 90 office by the date and time above.)

LOCATION:
UWF Business & Property Development
11000 University Parkway
Building 90, Rm137
Pensacola, FL 32514

Any solicitation responses received after this date and time shall be deemed non-responsive.

Email with proposal attachments or late delivery of written proposals will not be accepted.

 


REQUEST FOR PROPOSALS (RFP)
BEI-2013-RFP-1115 ACCOUNTING SERVICES (PDF)

Addendum 1 (PDF)
Addendum 2 (PDF)

UWF-BEI Financial Record
    Sales & Use Tax Returns
    Form 1096 and Form 1099s
    ‚ÄĆTangible Personal Tax Returns

Questions/Answers concerning RFP-2013-RFP-1115 Accounting Services
    01/07/2014-Q&A (PDF)

RFP Respondents
    View list of respondents (PDF)

Evaluation Committee Results:
Notice of Intent To Award: 2014_04_02-BEI-2013-RFP-1115- Notice of Intent to Award- Accounting Services

Evaluation & Selection Committee Recommended Bizzell Neff & Galloway subject to a successful confirmation interview with the BEI Budget Director and approval from BEI Interim CEO and UWF VP & CFO.

DEADLINES & MEETINGS

Rescheduled Public Meeting: Friday, February 28, 2014 9:00 AM Local Time – UWF Business Enterprises, (BEI) will host and Evaluation Team session for (2) competitive solicitations.

BEI-2013-RFP-1115 - Accounting Services and BEI-2013-RFP-1206 – Audit Services

LOCATION: UWF Building 90, Room 124 (South Conference Room). Information: bei@uwf.edu, Ext. 850.473.7075.

The Evaluation Team will review the proposals in response to both open and competitive RFP solicitations and to make recommendations moving forward.

The Evaluation Team will openly discuss and rank every firm in response to both RFP's.

This is a public meeting starting at 9 a.m.; however, this does not constitute a public hearing. All interested parties may attend. The Evaluation Team will be discussing the issues before them and there will be no opportunity for public input.

Meeting Canceled Due to Weather (January, 30, 2014):
Reschedule TBD

Thursday, January 30, 2014 9AM Local Time -UWF Business Enterprises, Inc. (BEI) will host an Evaluation Team session for (2) competitive solicitations:

BEI-2013-RFP-1115 Accounting Services and BEI-2013-RFP-1206 –Audit Services on Thursday, January 30 from 9 a.m. – 10:30 a.m.

LOCATION: UWF Building 90, Room 124 (South Conference Room). Information: bei@uwf.edu, Ext. 850.473.7075.
The Evaluation Team will review the proposals in response to both open and competitive RFP solicitations and to make recommendations moving forward.

The Evaluation Team will be charged to review the proposal submittals independently and then come together at a public meeting to openly discuss and rank every firm in response to both RFP's.

ADA Statement: Pursuant to the provisions of the Americans with Disabilities Act, any person requiring special accommodations to attend this meeting is requested to advise UWF by contacting the UWF ADA Office at (850) 474.2694 (Voice) or(850) 857.6114 (TTY) at least 48 hours before the meeting.

Information: UWF-BEI to receive communications and/or inquiries from Proposers regarding the competitive solicitation via email to authorized UWF-BEI Representative David O’Brien or Dora English at bei@uwf.edu, Ext. 850.473.7075

DEADLINE FOR RESPONSE (RFP):
January 10, 2014 at 2:00 p.m. CST

(If mailed, the proposal must be received in the Bldg. 90 office by the date and time above.)

LOCATION:
UWF Business & Property Development
11000 University Parkway
Building 90, Rm137
Pensacola, FL 32514

Any solicitation responses received after this date and time shall be deemed non-responsive.

Email with proposal attachments or late delivery of written proposals will not be accepted.

 

 

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