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RFP: FOREIGN TAX RECLAMATION AUDIT SERVICES

The Los Angeles County Employees Retirement Association (LACERA) is seeking proposals from qualified consultants to audit LACERA's foreign tax reclaim process to assess whether LACERA is recovering all foreign withholding taxes to which it is entitled. Qualified consultants are invited to respond to this RFP.

Instructions for Response

Respondents to this RFP must submit the following for delivery no later than 5:00 PM PDT on August 23, 2017 to the Point of Contact specified below.

  • One original and five (5) bound copies of the written response to this RFP. The services that LACERA is seeking are specified in Exhibit B of this RFP.
  • One unbound copy marked “REDACTED”. The redacted copy should exclude all material from your proposal that you wish to disclose to LACERA but that you believe in good faith is exempt from disclosure under the California Public Records Act, Cal. Government Code Section 6250 et seq. Redactions should appear as blacked out material or blank page(s) with the word “REDACTED” or “PROPRIETARY” inserted. LACERA will comply with its legal obligations under the Public Records Act with respect to disclosure of redacted material. See Section IV of the RFP below.
  • An electronic copy of both responses in PDF format saved on two separate flash drives, each labeled accordingly.

Responses received after the specified deadline may be considered for evaluation solely at the discretion of LACERA. In addition, LACERA reserves the right to request additional information or clarifications from respondents, or to allow corrections of errors or omissions.

Contacts with LACERA Personnel

Contacts with LACERA personnel regarding this RFP, and all inquiries and requests for information shall be directed to the Point of Contact:

Quoc Nguyen
Principal Internal Auditor
LACERA
Gateway Plaza
300 North Lake Avenue, Suite 840
Pasadena, CA 91101-4199
Email: qnguyen@lacera.com

Intent to Respond

If your firm chooses to respond to this RFP, please submit the Intent to Respond, Exhibit A, via email to Quoc Nguyen, by 5:00 PM PDT, July 17, 2017. Failure to submit your Intent to Respond may disqualify your firm from submitting a response to this RFP.

RFP Questions

All questions, inquiries, and requests for additional information concerning this RFP should be directed to the Point of Contact, either by mail or email no later than 5:00 PM PDT on July 24, 2017. LACERA’s responses to written requests for clarification, or additional information, will be provided to all firms who have submitted an Intent to Respond.

Important Dates

The following table provides a tentative schedule of important dates and deadlines for this RFP. All dates are subject to modification by LACERA without notice.

EventDate
RFP Release DateJuly 5, 2017
Intent to Respond Closing DateJuly 17, 2017
Written Questions from Firms Due DateJuly 24, 2017
LACERA’s Response to Firms’ QuestionsAugust 7, 2017
RFP Proposal Due DateAugust 23, 2017
Selection of ConsultantOctober 11, 2017
Commencement Of WorkUpon contract agreement

RFP

RFP: Foreign Tax Reclamation Audit Services
Exhibit A: Intent to Respond
Exhibit B: Statement of Work
Exhibit C: Qualifications and Required Information
Exhibit D: Template Contract

7/5/17