Audit Services Contract 2015

Audit Services Contract 2015

Task Order Awards


TO Number:   ASC-2017-04-002(MDoA)
Requesting Agency: MDOA
TO Title:  Audit of AAA Grant Funds
Release Date: 4/27/2017
Pre-proposal Conference Date:  5/10/2017
Due Date:
  5/17/2017
SBR TORFP?  No
TORFP MBE Goal:   25%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
TORFP ASC Financial TOP Affidavit
Task Order Award Date:  6/30/2017
MC Award:  Lindsey & Associates, LLC
Agency PO:   Charles Knapp
Award Amount:  $69,655.00
TO Expiration:  12/31/2017
Agency TO Manager:  Charles Knapp


TO Number:   ASC-2017-04-001(WCC)
Requesting Agency: WCC
TO Title:  Validity & Accuracy of Self-Insured Employers NO. 3
Release Date: 4/11/2017
Pre-proposal Conference Date:  4/26/2017
Due Date:
  5/4/2017
SBR TORFP?  No
TORFP MBE Goal:   25%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
TORPF ASC Financial TOP Affidavit - Attachment B
Amendment No. 1, April 27, 2017
Task Order Award Date:  5/24/2017
MC Award:  Hamilton Enterprises, LLC
Agency PO:   WCCP7400146
Award Amount:  $31,453.40
TO Expiration:  11/30/2017
Agency TO Manager:  Steven Jones


TO Number:   ASC-2017-03-001(SHA)
Requesting Agency: SHA
TO Title:  Investigation Reports (Exhibits 1-3 to the TORFP are confidential and will not be posted.)
Release Date: 3/1/2017
Pre-proposal Conference Date:  3/13/2017
Due Date:
  3/29/2017
SBR TORFP?  No
TORFP MBE Goal:   15%
MBE Waiver: 
TORFP VSBE Goal:   0%
VSBE Waiver: 
Attachments:
TORFP ASC Financial TOP Affidavit - Attachment B
Amend No. 1 ASC-2017-03-001 (SHA)
Task Order Award Date:  4/27/2017
MC Award:  Maher Duessel, CPAs
Agency PO:   P2726941
Award Amount:  $136,224.00
TO Expiration:  3/31/2018
Agency TO Manager:  Josh Pasch


TO Number:   ASC-2017-01-001(MHBE-2)
Requesting Agency: MHBE
TO Title:  Independent External Audit for Plan Years 2016 and 2017
Release Date: 1/10/2017
Pre-proposal Conference Date:  1/23/2017
Due Date:
  2/1/2017
SBR TORFP?  No
TORFP MBE Goal:   10%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
TORFP-ASC-01-001-(MHBE) Attachment-D
TORFP-ASC-01-001(MHBE) Attachment-C
ASC-2017-01-001-Financial TOP Affidavit - Attachment B
Task Order Award Date:  3/2/2017
MC Award:  Hamilton Enterprises, LLC
Agency PO:   D78P7400120
Award Amount:  $51,807.00
TO Expiration:  4/30/2018
Agency TO Manager:  Caterina Pangilinan


TO Number:   ASC-2016-12-002(DBM)
Requesting Agency: DBM
TO Title:  Audit of SOC 2 Reports
Release Date: 12/28/2016
Pre-proposal Conference Date:  1/5/2017
Due Date:
  1/25/2017
SBR TORFP?  No
TORFP MBE Goal:   20%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
TORFP ASC-2016-12-002 (DBM) Key Information Summary Sheet
TORFP ASC-2016-12-002 Financial Top Affidavit - Attachment B
Amendment No. 1, dated January 13, 2017
Task Order Award Date:  2/28/2017
MC Award:  CliftonLarsonAllen, LLP
Agency PO:   F10P7400226
Award Amount:  $147,272.00
TO Expiration:  6/30/2017
Agency TO Manager:  Anne Timmons


TO Number:   ASC-2016-12-001(MDTA)
Requesting Agency: MdTA
TO Title:  Financial Audit Services
Release Date: 12/22/2016
Pre-proposal Conference Date:  1/11/2017
Due Date:
  2/1/2017
SBR TORFP?  No
TORFP MBE Goal:   30%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
ASC-2016-12-001 Financial Top Affidavit - Attachment B
Amendment No. 1 ASC-2016-12-001 (MDTA)
Task Order Award Date:  3/30/2017
MC Award:  SB & Company, LLC
Agency PO:   JO1P00247
Award Amount:  $274,707.81
TO Expiration:  12/31/2017
Agency TO Manager:  Larry Schwager


TO Number:   ASC-2016-10-001(MMCC)
Requesting Agency: MMCC
TO Title:  Financial Audits of Applicants
Release Date: 10/12/2016
Pre-proposal Conference Date:  10/26/2016
Due Date:
  11/14/2016
SBR TORFP?  No
TORFP MBE Goal:   30%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
TORFP: ASC-2016-10-001(MMCC) Attachment B
Amendment No. 1, October 28, 2016
Task Order Award Date:  12/22/2016
MC Award:  Rubino & Company, Chartered
Agency PO:   M00P74003957
Award Amount:  $556,995.00
TO Expiration:  12/31/2017
Agency TO Manager:  Patrick Jameson


TO Number:   ASC-2016-05-002(DHCD)
Requesting Agency: DHCD
TO Title:  Independent Financial Audit of the MD Community Development Admistration & the MD Housing Fund
Release Date: 5/18/2016
Pre-proposal Conference Date:  5/31/2016
Due Date:
  6/14/2016
SBR TORFP?  No
TORFP MBE Goal:   30%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
Attachment B - ASC Financial TOP Affidavit
Amendment No. 1, June 9, 2016
Task Order Award Date:  7/7/2016
MC Award:  CliftonLarsonAllen, LLP
Agency PO:   S00P7400008
Award Amount:  $713,229.95
TO Expiration:  9/30/2019
Agency TO Manager:  Ruth Putnam


TO Number:   ASC-2016-05-001(WCC-2)
Requesting Agency: WCC
TO Title:  Validity & Accuracy of Self-Insured Employers No. 2
Release Date: 5/12/2016
Pre-proposal Conference Date:  5/26/2016
Due Date:
  6/9/2016
SBR TORFP?  No
TORFP MBE Goal:   25%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
TORFP ASC-2016-05-001(WCC-2) Attachment B
Task Order Award Date:  6/30/2016
MC Award:  Lindsey & Associates, LLC
Agency PO:   WCCP6400213
Award Amount:  $35,490.00
TO Expiration:  2/28/2017
Agency TO Manager:  Steven Jones


TO Number:   ASC-2016-04-002 (DORS-2)
Requesting Agency: MSDE
TO Title:  Audit the Business Records of Commercial Vending Companies doing business with the MD Business Enterprise Program for the Blind (MBEPB)
Release Date: 4/15/2016
Pre-proposal Conference Date:  4/28/2016
Due Date:
  5/13/2016
SBR TORFP?  Yes
TORFP MBE Goal:   0%
MBE Waiver: 
TORFP VSBE Goal:   0%
VSBE Waiver: 
Attachments:
Attachment B - ASC Financial TOP Affidavit
Amendment No. 1, dated May 5, 2016
Task Order Award Date:  10/12/2016
MC Award:  Hamilton Enterprises, LLC
Agency PO:   R00P7400964
Award Amount:  $165,398.34
TO Expiration:  11/29/2019
Agency TO Manager:  Quentin Scott


TO Number:   ASC-2016-04-001 (DORS-1)
Requesting Agency: MSDE
TO Title:  Annual Audits of the Financial Statements for the MD Business Enterprise Program (MBEP) under the Division of Rehabilitation Services (DORS)
Release Date: 4/14/2016
Pre-proposal Conference Date:  4/28/2016
Due Date:
  5/12/2016
SBR TORFP?  Yes
TORFP MBE Goal:   0%
MBE Waiver: 
TORFP VSBE Goal:   0%
VSBE Waiver: 
Attachments:
Attachment B - ASC Financial TOP Affidavit
Amendment No. 1, dated May 5, 2016
Task Order Award Date:  10/4/2016
MC Award:  Maher Duessel, CPAs
Agency PO:   R00P7400903
Award Amount:  $52,262.00
TO Expiration:  12/31/2019
Agency TO Manager:  Robert Moulden


TO Number:   ASC-2016-02-001(WCC-1)
Requesting Agency: WCC
TO Title:  Worker's Compensation Commission (WCC) Validity & Accuracy of Self-Insured Employers No. 1
Release Date: 2/22/2016
Pre-proposal Conference Date:  3/3/2016
Due Date:
  3/21/2016
SBR TORFP?  No
TORFP MBE Goal:   25%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
TORFP: ASC-2016-02-001(WCC-1) Attachment B
Task Order Award Date:  6/22/2016
MC Award:  Hamilton Enterprises, LLC
Agency PO:   WCCP6400210
Award Amount:  $38,304.00
TO Expiration:  11/30/2016
Agency TO Manager:  Steven Jones


TO Number:   ASC-2016-01-001(MHBE)
Requesting Agency:
TO Title:  Maryland Health Benefit Exchange Independent External Audit for Plan Year 2015
Release Date: 1/8/2016
Pre-proposal Conference Date:  1/22/2016
Due Date:
  2/8/2016
SBR TORFP?  No
TORFP MBE Goal:   10%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
Appendix A - DHHS CMS Guidance Document
Attachment B - ASC Financial TOP Affidavit
Attachment C - Non-Exchange Entity Agreement
Amendment No. 1, January 15, 2016
Revised Key Information Summary Sheet, January 15, 2016
Amendment No. 2, January 22, 2016
Amendment No. 3, January 27, 2016
Revised #2 Key Information Summary Sheet, January 27, 2016
Amendment No. 4, dated February 2, 2016
Task Order Award Date:  3/1/2016
MC Award:  Hamilton Enterprises, LLC
Agency PO:   D78P6400106
Award Amount:  $20,620.00
TO Expiration:  4/30/2016
Agency TO Manager:  Caterina Pangilinan


TO Number:   ASC-2015-09-002(MVA)
Requesting Agency: MVA
TO Title:  Verification Audit Services for Registrants of the Maryland Apportioned Registration Program
Release Date: 9/29/2015
Pre-proposal Conference Date:  10/15/2015
Due Date:
  11/6/2015
SBR TORFP?  No
TORFP MBE Goal:   30%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
TORFP ASC-2015-09-002 (MVA) Attachment B
TORFP ASC-2015-09-002 (MVA) Attachment C
TORFP ASC-2015-09-002 (MVA) Attachment D
Amendment No. 1, October 26, 2015
Task Order Award Date:  5/23/2016
MC Award:  Maher Duessel, CPAs
Agency PO:   J00P6400066; VHQ16000S
Award Amount:  $423,890.00
TO Expiration:  7/31/2020
Agency TO Manager:  Livingston Banks


TO Number:   ASC-2015-09-001(MSRP)
Requesting Agency: MSRP
TO Title:  Financial Statement Audits of the Supplemental Retirement Plans
Release Date: 9/21/2015
Pre-proposal Conference Date:  9/30/2015
Due Date:
  10/20/2015
SBR TORFP?  No
TORFP MBE Goal:   15%
MBE Waiver: 
TORFP VSBE Goal:   5%
VSBE Waiver: 
Attachments:
TORFP ASC-2015-09-001(MSRP) Attachment B
Amendment No. 1, September 23, 2015
REVISED KEY INFORMATION SUMMARY SHEET, 9/23/2015
Task Order Award Date:  11/25/2015
MC Award:  SB & Company, LLC
Agency PO:   G50P6400003; G50P7400002
Award Amount:  $264,781.56
TO Expiration:  6/30/2020
Agency TO Manager:  Debra L. Roberts


TO Number:   ASC-2015-08-001(MPT)
Requesting Agency: MPT
TO Title:  Preparation of Combined Audited Financial Statements for MPT & the Corporation of Public Broadcasting (CPB), the CPB Annual Financial Report & the CPB Station Activities Benchmarking Survey
Release Date: 8/11/2015
Pre-proposal Conference Date:  8/21/2015
Due Date:
  9/8/2015
SBR TORFP?  No
TORFP MBE Goal:   15%
MBE Waiver:  0%
TORFP VSBE Goal:   2%
VSBE Waiver:  0%
Attachments:
TORFP ASC-2015-08-001 (MPT) Attachment B
Amendment No. 1, August 28, 2015
Amendment No. 2, August 31, 2015
Task Order Award Date:  10/27/2015
MC Award:  SB & Company, LLC
Agency PO:   R15P6400097
Award Amount:  $114,030.50
TO Expiration:  3/30/2018
Agency TO Manager:  Marty Jacobs


TO Number:   ASC-2015-08-002(OAG)
Requesting Agency: OAG
TO Title:  Review & Validate Claimed Financial Losses in Proofs of Claim Submitted by State & Local Maryland Governmental Entities
Release Date: 8/11/2015
Pre-proposal Conference Date:  8/27/2015
Due Date:
  9/9/2015
SBR TORFP?  No
TORFP MBE Goal:   20%
MBE Waiver: 
TORFP VSBE Goal:   0%
VSBE Waiver: 
Attachments:
TORFP ASC-2015-08-002(OAG) Attachment B
Amendment No.1, September 2, 2015
Task Order Award Date:  11/2/2015
MC Award:  Rubino & Company, Chartered
Agency PO:   C81P6400046
Award Amount:  $28,000.00
TO Expiration:  6/30/2016
Agency TO Manager:  Lucy Cardwell