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Agenda Package - 5-7-2012 Reg. Meeting
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Agenda Package - 5-7-2012 Reg. Meeting
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5/2/2012 8:49:10 AM
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G4J <br />Company: Ken Murr y Associates (Chicago, IL <br />Category <br />Score <br />Commentary <br />Experience (0 -35 pts) <br />15 <br />No CPA resumes; unclear staff qualifications; only <br />3 staff summaries provided; No school system <br />refs; no county -wide audits; little NC experience <br />Approach & Methodology (0 -35 pts) <br />15 <br />Completely missed the thrust of the school <br />Approach & Methodology (0 -35 pts) <br />15 <br />financial review; focus is purely on financial <br />strategies for both reviews /audits; 8 -wk timeline <br />for schools and 16 -wks for county (too cursory) <br />Cost Proposal (0 -25 pts) <br />20 <br />Low price but blended hourly rate is high <br />Cost Proposal (0 -25 pts) <br />15 <br />($135/hr); Only 720 total hours estimated for a <br />Value -Added Items (0 -5 pts) <br />0 <br />concurrent audit process (insufficient) <br />Value -Added Items (0 -5 pts) <br />0 <br />Proximity -- has a major office in Raleigh with NC- <br />Total Score (0 -100 pts) <br />50 <br />experienced staff <br />Total Score (0 -100 pts) <br />'Company: Manage ent A visory Group Lake Ridge, VA <br />Category <br />Score <br />Commentary <br />Experience (0 -35 pts) <br />20 <br />No references supplied & no contact info; lacking <br />public school experience among project staff; 1 <br />good school reference in LA; Some ref's with large <br />school districts but limited scope <br />Approach & Methodology (0 -35 pts) <br />15 <br />Decent methodology but very little detail on the <br />school financial review; no real demonstrated <br />understanding of the requirements <br />Cost Proposal (0 -25 pts) <br />10 <br />Requires up -front payments (not acceptable); <br />Cost Proposal (0 -25 pts) <br />15 <br />Estimated hours for the project is missing <br />Value -Added Items (0 -5 pts) <br />0 <br />total cost of $125K or $125 /hour blended rate; <br />Total Score (0 -100 pts) <br />45 <br />Proximity -- has a major office in Raleigh with NC- <br />Company: Cher , Bekaert, & Holland Richmond, VA <br />Category <br />Score <br />Commentary <br />Experience (0 -35 pts) <br />25 <br />Ample CPA's on staff to do the work; Did some <br />work with Randolph County schools; No evidence <br />of a complete public school review; No reference <br />contact info <br />Approach & Methodology (0 -35 pts) <br />15 <br />Used benchmarking (good); timeline is generally <br />okay; missed the intent though by co- mingling the <br />reviews /audits in such a way it was hard to <br />decouple for evaluation <br />Cost Proposal (0 -25 pts) <br />15 <br />Total effort of 1000 hours (probably insufficient), <br />total cost of $125K or $125 /hour blended rate; <br />Value -Added Items (0 -5 pts) <br />1 <br />Proximity -- has a major office in Raleigh with NC- <br />experienced staff <br />Total Score (0 -100 pts) <br />56 <br />n <br />
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