Request for Qualifications Pre-Proposal Teleconference Accounting - PowerPoint PPT Presentation

Request for Qualifications Pre-Proposal Teleconference Accounting and Finance Professional Services, 091515-01 September 1, 2015 11:00 a.m., ET

Agenda RFQ: Accounting and Finance Professional Services RFQ Number: 091515-01 Topic Presenter Welcome Procurement Services Procurement Process Procurement Services Current Status and Scope of Work Requesting Department Atlanta Public Schools Contract Contracts Question & Answer Session Requesting Department Closing Remarks Procurement Services

Tentative Timeline Date Activity 08/24/2015 Release RFQ to the marketplace 09/01/2015 Pre-proposal conference 11:00 a.m., ET 09/08/2015 Deadline for written questions at 11:00 a.m., ET 09/10/2015 Response to questions to be posted to the APS web by 5:00 p.m., ET 09/15/2015 RFQ due online by 11:00 a.m., ET 09/18/2015 Evaluation 11/02/2015 Recommendations to the APS Board of Education

Procurement Process 4.0 GENERAL INFORMATION: 4.1 All communications regarding this solicitation must be with Nicole Mathis, nmathis@atlanta.k12.ga.us the assigned Procurement Officer for the APS. 4.2 All questions or requests for clarification must be posted at the following web link (Questions sent to the procurement officer by email or any other method will not be accepted). https://docs.google.com/forms/d/1p1FzbHqe6TgNe7YcMVGHz5Ny_ddOrSaAB2JoWLZ3gnI/vie wform 5.0 Vendor Requirements 5.1 APS policy requires that all contractors, consultants, or vendors providing services on APS premises be fingerprinted and submit to a criminal record check initiated by APS prior to providing services to APS. There is a fee of $44.25 per individual and is the sole responsibility of the contractor, consultant, vendor or the employing company . 6.0 Submission Requirements • Offeror should check the web site for any addendums prior to submission. • 6.1 Proposals shall be submitted online via the following link: • https://www.surveymonkey.com/r/AccountingandFinanceProfessionalServices • All required document must be included in this response in order for the submission to be deemed responsive.

Procurement Process 7.0 Evaluation Proposals will be evaluated on the following criteria: • Company qualifications and experience • Methodology / operations • Pricing 8.0 Award • This contract award is for (1) year (with 4 optional years). • The work cannot begin until a Purchase Order has been issued.

Required Documents 6.3 The following required documents must be submitted with your proposal (as an attachment): 1. Offeror affirmation form (required for valid submission) 2. Offeror information form (required for valid submission) 3. Offeror reference form(required for valid submission) 4. Joint venture affidavit (check the appropriate box on the form) 5. Primary vendor / subcontractor utilization (check the appropriate box on the form) 6. Promise of non-discrimination (required for valid submission) 7. Contractor Affidavit of Compliance under O.C.G.A 13-10-91(b) (1) 8. Subcontractor Affidavit of Compliance under O.C.G.A 13-10-91(b) (3), if applicable. 9. Sub-subcontractor Affidavit of Compliance under O.C.G.A 13-10-91(b) (4), if applicable 10. Affidavit of Exception, if applicable 11. Copy of local or state business license or permit. 12. Signature page to APS contract 6.4 Proposals, in the format requested in 6.11 Section 1, 2 – Proposal/Online Submission, Section 3 – Attachment 1, Price Proposal Form and 6.3 Required Documents shall be submitted online. Submit the required documents as one .pdf document and not as separate .pdf documents, if possible. Section 1-2 of the proposal should not be submitted as a .pdf document, but should be entered in the space provided in the online submission. Please use online instructions, Submission Method #1(only): https://www.dropbox.com/sh/loqumhvg41a6be4/AAA2sFse53rs2HGrTTk_wQf4a?dl=0.

Required Documents Solicitation Checklist SOLICITATION CHECKLIST (This form must be completed and returned with your response) RFQ Name: Accounting and Finance Professional Services RFQ Number: 091515-01 The following items must be completed and submitted online with your response at: https://www.surveymonkey.com/r/AccountingandFinanceProfessionalServices 1. Reviewed addendum(s) posted to the APS website (if applicable). 2. Price Proposal Form 3. Offeror affirmation form. 4. Offeror information form. 5. Offeror reference form. 6. Joint venture affidavit form 7. Primary vendor / subcontractor utilization form. 8. Promise of non-discrimination form 9. Contractor Affidavit of Compliance under O.C.G.A. § 13-10-91(b)(l) 10. Subcontractor Affidavit of Compliance under O.C.G.A 13-10-91(b) (3), if applicable. 11. Sub-subcontractor Affidavit of Compliance under O.C.G.A 13-10-91(b) (4), if applicable 12. Affidavit of Exception, if applicable 13. Copy of local or state business license or permit 14. Review and accept the General Terms and Conditions: I accept 15. APS Contract Signature Page 16. Section 1, Section 2 (Online Submission/Proposal) 17. Section 3, Attachment 1 price proposal form How did you hear about this solicitation? APS Website Georgia Procurement Registry Other (please list) Company Name Signature of Authorized Company Representative Date

CURRENT STATUS AND SCOPE OF WORK Requesting Department

Attachments to the Solicitation Attachment 1, Price Proposal Form separate Excel spreadsheet

Q&A Session Please be Advised: 1. For all verbal questions today, please identify yourself, company and title before asking your question. 2. 4.2 All questions or requests for clarification must be posted at the following web link (Questions sent to the procurement officer by email or any other method will not be accepted): https://docs.google.com/forms/d/1p1FzbHqe6TgNe7YcMVGHz5Ny_ ddOrSaAB2JoWLZ3gnI/viewform 3. Questions and the official responses will be posted by 5:00 p.m., ET Friday, September 10, 2015 an addendum at the following location: http://www.atlanta.k12.ga.us/page/222

Accounting and Finance Professional Attendees Services 091515-01 Pre-Bid Attendee List, 9/1/15, 11:00 a.m. MS LYNC 1 ACCRETIVE SOLUT 2 CaduceausHealth 3 Cazaubon B 4 Cell Phone GA 5 CORPORATE TEMPS 6 CORPORATE TEMPS 7 EXECUSOURCE 8 FELDER JENNIFER 18 Hunt, Lashon 9 J. Hill 10 J. Nash 11 Mathis, Nicole 12 MING ALEXANDER 13 RESOURCE MOSAIC 14 THE_INTERSECT_GROUP 15 Thomas Kumar 16 Vamshi Nagulapally 17 Washington DC