SOLICITATION NOTICE
R -- Internal Controls Consulting Services
- Notice Date
- 4/30/2013
- Notice Type
- Combined Synopsis/Solicitation
- NAICS
- 541611
— Administrative Management and General Management Consulting Services
- Contracting Office
- Morris K. Udall Foundation, Office of the Director, Office of the Director, 130 S. Scott Avenue, Tucson, Arizona, 85701
- ZIP Code
- 85701
- Solicitation Number
- INTCONTROLS04302013
- Archive Date
- 6/8/2013
- Point of Contact
- Phil Lemanski, Phone: 520-901-8560
- E-Mail Address
-
lemanski@udall.gov
(lemanski@udall.gov)
- Small Business Set-Aside
- Total Small Business
- Description
- April 30, 2013 Morris K. Udall and Stewart L. Udall Foundation Request for Proposals for Internal Controls Consulting Services Solicitation number: INTCONTROLS04302013 This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-61, effective September 13, 2012. This is a total Small Business set-aside, NAICS code: 541611, Size standard: $14.0 million Background The Morris K. Udall and Stewart L. Udall Foundation (Udall Foundation) is a federal government independent Executive Branch agency. The Foundation helps educate the next generation of Native American and environmental leaders through college scholarships, a Congressional Native American internship program, graduate fellowships, and the Native Nations Institute for Leadership, Management and Policy. The Udall Foundation has approximately 33 FTEs and an annual budget of approximately $10 million. The Udall Foundation also operates the U.S. Institute for Environmental Conflict Resolution, which is the only entity within the federal government focused entirely on resolving environmental conflicts. The U.S. Institute promotes meaningful participation by a wide range of stakeholders in decision making and resolving conflicts involving the federal government. For additional background about the Udall Foundation, see http://udall.gov/ Services Requested: Internal Controls Review Scope of Work The Udall Foundation seeks consulting services to assess the Foundation's current internal control structure, identifying adequate, inadequate and missing controls; suggest an annual monitoring and review process for testing controls. A previous control audit found two areas of concern: personnel policies and contracting processes. The overall goal is compliance with OMB Circular A-123 and GAO's Standards for Internal Control in the Federal Government. The U.S. General Services Administration's (GSA) Finance Center, a federal financial management center of excellence, performs necessary payroll and financial services for the Foundation. Examples of the services are: furnishing all necessary payroll support functions; receipt and disbursement of funds; financial reporting and related accounting functions; and execution of all investments in Treasury obligations, the only investment vehicle available to the Foundation. The Foundation considers GSA to be part of the Foundation's financial management. GSA provides the Foundation with an SSAE16 report annually. GSA operations will not be part of the control assessment for the Foundation. The GSA Agency Liaison Division (ALD) provides human resources and EEO services to the Foundation. ALD is responsible for records processing and retention as well as providing guidance and advice on human resource issues. These operations will not be assessed as part of the control assessment for the Foundation. The Department of Interior's Acquisition Services Directorate (ASD) provides contracting services such as conducting market research, selecting the appropriate award type and executing the award. This office will not be part of the control assessment for the Foundation; however, the contractor will assess the controls needed for compliance with the interagency agreement with ASD. At a minimum, the contractor shall perform the following tasks: • Assess current internal controls: identify adequate, inadequate and missing controls; characterize deficiencies (control, reportable, material, etc.) • Suggest improvements to controls and the control environment (including areas of authority and responsibility) • Suggest structure/procedures for annual monitoring and testing of controls • Suggest format for annual statement of assurance • Review and suggest improvements for communicating control responsibilities to staff Contractor can propose other necessary services as deemed appropriate to accomplish the primary goal outlined above for consideration by the Contracting Officer. Such other necessary services may, in the government's sole discretion, be added to this Scope of Work as a modification to the contract. The contractor will provide a final written report at the conclusion of the work (deliverable due on, or before, September 30, 2013). Optional Services: The government may request additional services if needed to assess the implementation of the contractor's recommendations in the final written report. If exercised, the Contractor shall perform the following tasks: •· Review and assess the new controls and improvements implemented by the Udall Foundation as a result of the recommendations made in final written report specified above. •· Suggest corrective actions, if needed. The contractor will provide a written assessment and recommendations (deliverable due one month after the review begins). Qualifications Extensive experience assessing and suggesting improvements to the internal controls of federal agencies. Ability to effectively interview individuals and small groups in order to gather data. Ability to analyze qualitative data. Available from June 17, 2013. Work will be completed by September 30, 2013. Able to work at the Udall Foundation offices in downtown Tucson, 130 S. Scott Ave., Tucson, AZ 85701 Proposal Elements Required A project plan that outlines approach, amount of time required and cost of the proposal, with estimate of fees and travel costs. A Time and Materials contract will be awarded and the Federal Travel Regulations will apply. If planning to utilize a team approach, Offeror must identify the single individual it proposes to assign to the work and demonstrate how the individual is qualified to meet the consulting needs of the Udall Foundation including a description of prior experience and other relevant qualifications. Two professional references able to confirm experience, both nature and quality of work, in instances where Offeror's recommendations were implemented by a federal agency and the degree of success of the recommended improvements. Date of first availability DUNS number for verification of SAM registration and small business status Proposals are limited to 3 pages. Proposals exceeding the 3 page limit shall be competitively disadvantaged. Organizational information and resume(s) can be submitted in addition to the 3 page proposal. Selection Criteria Offers will be evaluated based on the following criteria: Best qualified to provide the consulting services required by the Udall Foundation, based on project approach, level of experience and quality of prior work. Contractor must demonstrate extensive experience assessing and recommending improvements to federal internal controls. Availability Past performance and/or references Cost (cost is less important than other criteria) Contract Award Award will be made to the responsible offeror whose offer, conforming to the solicitation, is determined to be the best overall value to the government, cost and other factors considered. The Udall Foundation will award a Time and Materials contract to the successful offeror. Travel costs will be reimbursed in accordance with the Federal Travel Regulation. The successful offeror must be registered in the System for Award Management (SAM) and have completed the Online Certifications and Representations Application (ORCA) prior to contract issuance. The clause at 52.212-4, Contract Terms and Conditions-Commercial Items, applies to this acquisition with Alternate 1 for Time and Materials contracts. The clause at 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders-Commercial Items, applies to this acquisition. Response Deadline Responses are due by May 24, 2013, 5 p.m. MST. Response Submission All responses should be submitted electronically using the subject line Internal Controls RFP. Send all responses and any questions, including requests for accommodation, regarding the solicitation to: Philip Lemanski Acting Executive Director Lemanski@udall.gov (520) 901-8560
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/spg/UDALL/UDALLOD01/OD01/INTCONTROLS04302013/listing.html)
- Place of Performance
- Address: 130 S. Scott Avenue, Tucson, Arizona, 85701, United States
- Zip Code: 85701
- Zip Code: 85701
- Record
- SN03048325-W 20130502/130430234351-345bf11baec46c95ecfb7fd7d149a41f (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
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