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SOQ 23-024 To Provide Arbitrage Rebate Compliance Reports
Louisiana > Jefferson Parish Government
SOQ: 1127606

IMPORTANT ANNOUNCEMENTS

Bid Law Requirement Update: Act 406
Vendors will be required to submit certain documentation with SOQ submission, i.e. affidavits, proof of insurance, etc. These requirements will be outlined specifically in the instructions of each SOQ package. Vendors should continue to carefully read and respond accordingly per the requirements of the SOQ packages. These changes are pursuant Louisiana Public Bid Law more specifically, Act 406 of the 2016 Louisiana Legislative Regular Session. For the purposes of this communication, this change applies to Jefferson Parish Government bid solicitations only. For more information, please call Jefferson Parish Purchasing at 504-364-2678.

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NOTICE:

TO RESPOND TO THIS SOLICITATION, PLEASE PRINT THE ENTIRE SOQ FORM INCLUDING THE INSTRUCTIONS. COMPLETE THE SOQ FORM AND ATTACH ANY SPECIFICATIONS OR ADDITIONAL REQUIRED DOCUMENTS. SCAN THE ENTIRE SOQ RESPONSE AND UPLOAD TO THE ONLINE BIDDING SITE. ENSURE THAT YOU HAVE REVIEWED ALL INSTRUCTIONS THAT APPLY TO THIS SOQ, AS THE REQUIREMENTS FOR BOND SUBMISSIONS HAVE CHANGED.

Listing Information/Advertisement:


PUBLIC NOTICE
SOQ 23-024
 
To Provide Arbitrage Rebate Compliance Reports
 
 
 
The Parish of Jefferson, authorized by Resolution No. 142480 is hereby soliciting Statements of Qualifications (General Professional Services) from firms/individuals interested in providing periodic arbitrage rebate compliance reports on each applicable outstanding bond issue of Jefferson Parish for the years 2024, 2025 and 2026.
 
Deadline for Submissions: 3:30 p.m., September 29, 2023
 
The following criteria shall be used to evaluate the Statements of Qualification the firms/individuals submitting:
 
Professional training and experience both generally and in relation to the type and magnitude of work required, including that the persons or firms must have at least one (1) principal that has at least (5) years’ experience in the field of arbitrage rebate compliance reporting; (25 points).
Capacity for timely completion of the work, taking into consideration the person’s or firm’s current and projected workload and professional and support manpower; (10 points).
Past and current accomplishments and performance, for which references from clients or former clients may be considered; (10 points).
The nature, quantity and value of parish work previously performed and presently being performed by the person or firm submitting; (10 points).
Past performance by the person or firm on public contracts, including any problems with time delays, cost overruns, and/or design inadequacies in prior projects for which said person or firm was held to be at fault, as evidence by documentation provided by the Administration; (10 points).
An analysis of any work by the person or firm submitting which resulted in litigation between the public entity and the person or firm performing professional services, including but not limited to ongoing litigation with a public entity or involvement in litigation with a public entity in which the public entity prevailed; (10 points).
Location of the principal office where work will be performed, with preference being given to persons or firms with a principal business office at which the work will be performed as follows: (a) Jefferson Parish, including municipalities located within Jefferson Parish (10 points); (b) neighboring parishes of the Greater New Orleans Metropolitan Region, which includes Orleans, Plaquemines, St. Bernard, St. Charles, and St. Tammany Parishes (8 points); (c) parishes other than the foregoing (6 points); (d) outside the State of Louisiana (4 points).
The size of the firm based on the number of personnel, as related to the project requirements and /or scope; (5 points).
Proposed fee schedule. (10 points). 
 
 
 
The person or firm submitting a Statement of Qualifications (General Professional Services Questionnaire) must identify all subcontractors who will assist in providing professional services for the project in the General Professional Services Questionnaire. Each subcontractor shall be required to submit a General Professional Services Questionnaire and all documents and information included in the questionnaire. (Refer to Jefferson Parish Code Ordinance, Section 2-928)
 
All persons or firms (including subcontractors) must submit a Statement of Qualifications (General Professional Services Questionnaire) by the deadline. The latest professional services questionnaire may be obtained by contacting the Purchasing Department at (504) 364-2678 or via the Jefferson Parish website at www.jeffparish.net. This questionnaire can be accessed by hovering over “Business and Development” on the website and clicking on the Professional Services Questionnaires option under “Doing Business in Jefferson Parish”.
 
Submissions will only be accepted electronically via Jefferson Parish’s e-Procurement site, Central Bidding, at www.centralauctionhouse.com or www.jeffparishbids.net. Registration is required and free for Jefferson Parish vendors by accessing the following link: www.centralauctionhouse.com/registration.php.
 
No submittals will be accepted after the deadline.
 
Affidavits are not required to be submitted with the Statement of Qualifications but shall be submitted prior to contract approval.
 
Disputes/protests relating to the decisions by the evaluation committee or by the Jefferson Parish Council shall be brought before the 24th Judicial Court.
 
ADV: The New Orleans Advocate: August 23 and 30, 2023
 
In accordance with provisions of the American with Disabilities Act Amendments Act of 2008, as amended, Jefferson Parish shall not discriminate against individuals with disabilities on the basis of disability in its services, programs or activities. If you require auxiliary aids or devices, or other reasonable accommodation under the ADA Amendments Act, please submit your request to the ADA Coordinator at least forty-eight (48) hours in advance or as soon as practical. A seventy-two (72) hour advanced notice is required to request Certified ASL interpreters.
 
 
ADA Coordinator/Office of Citizens with Disabilities
1221 Elmwood Park Blvd., Suite 210, Jefferson, LA 70123
(504) 736-6086, [email protected]

SUBMITTAL INFORMATION
Creator Username: DREAMEY
Submittal Privacy: Response Encryption
Started: 23-Aug-2023 12:19:00 PM CDT
Ends: 29-Sep-2023 3:30:00 PM CDT ( Expired )
History: 448 Views, 3 Messages
Event Status: Archived event
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PUBLIC MESSAGE BOARD
Discuss questions with the owner/creator of this Listing.
BLXGroup on 13-Sep-2023 12:54:54 PM CDT
Who is Jefferson Parish’s current or most recent arbitrage rebate provider? What are the consultant’s fees for a calculation? Will you require annual or five-year calculations? Are there any prior arbitrage rebate reports? Could a list of outstanding bond issues subject to arbitrage rebate be provided along with the delivery date and most recent computation dates? Thank you.
DREAMEY on 18-Sep-2023 12:41:02 PM CDT
Who is Jefferson Parish’s current or most recent arbitrage rebate provider? Bingham Arbitrage Rebate Services What are the consultant’s fees for a calculation? Current fee schedule is attached to SOQ Will you require annual or five-year calculations? Annual Are there any prior arbitrage rebate reports? Yes Could a list of outstanding bond issues subject to arbitrage rebate be provided along with the delivery date and most recent computation dates? Please see attached to the SOQ.
BinghamARS on 26-Oct-2023 11:32:31 AM CDT
Good afternoon. Just checking to see if a decision has been made for the Parish's arbitrage rebate provider?
UPDATE/ADDENDUM HISTORY
All updates/changes are listed below::
18-Sep-2023 12:44:00 PM CDT
Attached schedules as requested by vendor.
 
BID HISTORY
Username Bid Amount Type Company name Bid Amount Bid Placed
LLSTaxSolutionsRebate
For entire project LLS Tax Solutions Inc. =SEALED= 25-Sep-2023 2:45:43 PM CDT
 
Hello Jefferson Parish Purchasing Department:

LLS Tax Solutions Inc. would like to present to you its submission for Jefferson Parish Government's SOQ 23-024 To Provide Arbitrage Rebate Compliance Reports.

We have attached the following documents for our bid submission:

1. General Professional Services Questionnaire
2. Additional Firm Qualifications - Scope of Services
3. Resume - Linda Scott
4. Resume - Molly Davis
5. Resume - Erica Ervin

We look forward to the opportunity to provide you excellent arbitrage rebate compliance services.
 
Thank you.
LLS Tax Solutions, Inc.
 
Delivery: 0 Days
BinghamARS
For entire project Bingham Arbitrage Rebate Services, Inc. =SEALED= 29-Sep-2023 9:48:34 AM CDT
 
Delivery: 0 Days
Bids Added by Agency/Owner
Username Bid Amount Type Company name Bid Amount Bid Placed