Date: May 12, 2014 To: Interested CPA Firms From: Lighthouse for Children, Inc. (LFC) Re: Tax preparation and filing for year ending 2012 and 2013 Bid Due: May 19, 2014 Purpose for the Request for Quotation (RFQ): LFC is seeking a qualified CPA firm that has the knowledge and experience necessary to prepare and file income taxes for the year ending 2012 and 2013. LFC is a 501(c)(3) nonprofit organization established in the year of 2012. LFC did not receive any revenue in the year of 2012. The organization received revenue and New Market Tax Credits (NMTC) in the year ending 2013. Scope of Services The scope of services shall be to provide the services necessary to prepare and file taxes for the year ending 2012 and 2013. Qualified agencies interested in providing these services for LFC are encouraged to submit a quotation. The firm selected will have demonstrated understanding in providing similar services, and must be capable of producing the desired services in a professional, timely and cost-conscious manner. Quotation Submission Requirements: The bid must be submitted in the following format and meet these requirements: • The entire bid must not exceed five (5) typed written pages, including the cover letter. • Bids must be accompanied with a cover letter on agency letterhead with the following:  basic information about your agency  three references  bid pricing must be filled in on Attachment “A”, Request for Quotation, Standard Form 1.  current signed W-9 Submission Instructions: Quotations must be received in the Lighthouse for Children, Inc. Office by mail, handdelivered or e- mailed no later than May 19, 2014. Please address your quotation to: R0214(5) Ari Martinez Contracts and Compliance Officer 550 E. Shaw Ave., Ste. 215 Fresno, CA 93710 [email protected] Confidentiality of Responses: LFC cannot guarantee the confidentiality of information submitted by the organization/agency. In the event that LFC receives a request for records or court order that LFC reasonably determines compels its disclosure of the quotation, LFC shall provide such records as it deems appropriate. All materials submitted as part of an applicant’s response to this quotation become the property of LFC. Miscellaneous Information:  Issuance of this RFQ does not constitute a commitment by the Board to award a contract. The Board reserves the right to reject any or all quotations received in response to this RFQ, or to cancel this RFQ if it is in the best interest of the Board to do so.  By submitting a quotation, proposers authorize LFC staff to verify any or all information and/or references given in the quotation.  LFC staff reserves the right to approve all subcontractors proposed by the primary contractor. Approval is based on the subcontractor contract language and budget with the primary contractor.  LFC staff reserves the right, after contract award, to amend the resulting contract as needed throughout the term of the contract to best meet the needs of all parties.  As of the issue date of this RFQ and continuing through the notification of the award, all LFC staff and Boardmembers are specifically directed not to hold any unscheduled meetings, conferences, or technical discussions regarding this RFQ with prospective service providers. “Off the record” contacts can potentially taint the Board’s decisionmaking process. Please do not attempt to initiate this type of communication. 2 R0214(5) REQUEST FOR QUOTATION (THIS IS NOT AN ORDER) 1. REQUEST NO. 2. DATE ISSUED 3. REQUESTING DEPARTMENT. 5/7/14 Business Department PAGE ✔ SERVICES ____ THIS RFQ IS FOR ____ GOODS 4a. ISSUED BY OF PAGES 1 1 5. DELIVER BY (Date) Vianey Chairez 5/19/14 6. DELIVERY MODE 4b. FOR INFORMATION CALL STREET ADDRESS TELEPHONE NUMBER AREA CODE 550 E. Shaw Avenue Fresno, CA 93710 559 NUMBER 8. DESTINATION 241-6578 a. NAME OF CONSIGNEE 7. TO: a. NAME b. COMPANY Ari Martinez First 5 Fresno County b. STREET ADDRESS 550 E. Shaw Avenue, Suite 215 c. STREET ADDRESS c. CITY Fresno d. CITY e. STATE f. ZIP CODE CA 93710 d. STATE e. ZIP CODE IMPORTANT: This is a request for information and quotations If you are unable to quote, please so indicate on this form and return it to the address in Block 4b. This request does not commit First 5 Fresno County to pay any costs incurred in the preparation of the submission of this quotation or to contract for supplies or service. Supplies are of domestic origin unless otherwise indicated by the person authorized to provide the quote. Any representations and/orcertifications attached to this Request for Quotation must be completed by the person authorized to provide the quote. 9. PLEASE FURNISH QUOTATIONS TO THE ISSUING CONTACT IN BLOCK 4a ON OR BEFORE CLOSE OF BUSINESS (Date) 10. SCHEDULE (Include applicable Federal, State and local taxes) ITEM NO. SUPPLIES/ SERVICES QUANTITY UNIT UNIT PRICE AMOUNT (a) (b) (c) (d) (e) (f) a. 10 CALENDAR DAYS (%) b. 20 CALENDAR DAYS (%) c. 30 CALENDAR DAYS (%) 11. DISCOUNT FOR PROMPT PAYMENT NOTE: Additional provisions and representations are 12. NAME AND ADDRESS OF QUOTER a. NAME OF QUOTER are not attached. 13. SIGNATURE OF PERSON AUTHORIZED TO SIGN QUOTATION b. STREET ADDRESS PERCENTAGE 14. DATE OF QUOTATION 16. SIGNER a. NAME (Type or print) b. TELEPHONE AREA CODE c. COUNTY d. CITY d. CALENDAR DAYS NUMBER e. STATE f. ZIP CODE c. TITLE (Type or print) NUMBER STANDARD FORM 1