UIP Projects
RFP Accounting services
subcommitte:
UIP: Juan Esparza, UIP Auditor; Destini Parker, UIP Treasurer; Rob Gillespie, UIP Trustee, Sylvia Hubbard, Benefits Program Administrator
subcommittee purpose
To procure accounting and treasury services.
deliverables
Issue RFP for accounting services, set evaluation criteria, evaluate responses, and present findings to UIP trustees on July 26 or 27, 2023
Regulatory
Project timeline:
May 12, 2023 - Issue RFP
May 26 – Last day for Requests for Clarification
June 6 - Last day to respond to Requests for Clarification
June 23 - RFP due date
July 26|27 - Responses evaluated and presented to Trustees
July 26|27 - Selection
September 1 - Termination Notice (if CLA is not selected)
November 30 - Contract negotiations completed
January 1 - Contract effective date
Meeting Schedule
May 3, 2023 - Project kick-off (subcommittee meeting)
July 17, 2023 - Response evaluation and recommendation to trustees
advertising
WPUDA
NWPPA
Blodgett Mickelson Adamson
CLA
Hearthstone
Moss Adams
Schoedel & Schoedel
Evaluation Criteria
1) General and technical qualifications (40%)
a) Capabilities of firm (30%)
b) Reporting, deliverables, and consultation (10%)
2) Experience (35%)
a) Client list and client references (5%)
b) Similar projects and services (15%)
c) Key personnel qualifications and relevant experience (15%)
3) Pricing (25%)