AUDIT SERVICES FOR TESTAMENTARY AND NON-TESTAMENTARY TRUST FUNDS

The City of Boston, Massachusetts (the “City”), acting by and through its Chief Financial Officer and  Collector-Treasurer (the “Official”) hereby requests proposals from Certified Public Accounts (the “Firm”) to provide audit services in connection with nearly 200 testamentary and non-testamentary bequests that have been entrusted to the City for the benefit of its citizens and employees (the “Trust Funds”), as more particularly set forth in the Request for Proposals captioned above, dated March 16, 2020 (the “RFP”). The RFP shall be made available on the City’s Supplier Portal at http://www.cityofboston.gov/procurement (EV00007822) or by emailing such a request to john.houton@boston.gov commencing at 12:00 p.m. Eastern Daylight Time (EDT) on March 16, 2020.  The RFP shall remain available until the time specified below for the submission of proposals. Questions regarding the RFP should be delivered in the manner specified under the heading “Proposals Submission Specifications and Deadline,” in the RFP. Sealed proposals shall be submitted in the manner provided for below, in accordance with the RFP.

The Firm’s responsibilities with respect to the Trust Funds shall include, but not be limited to, the following: (1) provide an annual audit; (2) provide a management letter; (3) provide various statements, reports and other documents referenced in Section III E of the RFP; and (4) prepare tax returns for mandatory filings for both Federal, State and Local Governments.

One (1) original and four (4) printed of each proponent’s price and technical (non-price) proposals, and one (1) electronic copy of each price and technical proposal in “.PDF” file format on a single  jump drive or similar storage device must be submitted no later than 12:00 p.m., EDT, April 27, 2020 (the “Submission Date”) to the Official at the Office of the Collector-Treasurer, Boston City Hall, Room M35, Boston, Massachusetts 02201-1020. The Official or her designee shall open those proposals received at or before 4:00 p.m. EDT on the Submission Date in City Hall Room M-35 immediately after the deadline for the submission of proposals. The award shall be subject to the successful completion and execution of a contract and any related documentation. Any proposals that fail to conform to the provisions and/or the Minimum Evaluation Criteria specified in the RFP will be rejected. The Official also reserves the right to cancel the procurement, to reject in whole or in part any and all responses to the RFP, and to waive minor informalities in any response. The maximum time for the award of a contract after the opening of bids shall be thirty (30) days, unless the Official shall request an extension of such period in writing, and price proposals shall remain effective for the entire thirty (30) day period. The award of the contract shall be subject to the approval of the Mayor of the City of Boston.

Unless the Official rejects all proposals and cancels the RFP, the contract executed by the City and the Firm shall have a term of three (3) years, with an option to renew and extend the contract for two additional one (1) year periods, said option exercisable solely by the City at the Official’s discretion. The exercise of the option for renewal and extension of the contract shall not be subject to agreement or acceptance by the selected Firm.

Emme Handy

Chief Financial Officer and Collector-Treasurer