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Design Chart of Accounts Request for Qualifications (RFQ)

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DATA SYSTEMS AND TECHNOLOGY AT FIRST 5 LA

In 2010, a Data Systems Integration (DSI) team made up of representatives from all First 5 LA departments was engaged in the strategic planning process to determine what major information- and data-related activities are required throughout the organization to meet our goals. This led to the creation of a new Information Technology department within First 5 LA that reports directly to the Chief Administrative Officer and is headed by a Director of Information Technology.  The DSI team hired an Information and Technology Planning Consultant to help our organization match our technology investments to our information needs. This consultant was also charged with creating a five year technology plan to assist in reconfiguring the existing technology systems to meet needs for both current and new information and data for the entire organization.

In 2011, the Information and Technology Planning Consultant performed an assessment of the technology infrastructure. One of the recommendations from this assessment was to create a Technology Planning Governance Committee (TPGC). This committee is responsible for the execution of the recommendations in the technology plan. It consists of representatives from across the organization.  One of the recommendations from the Information and Technology Planning Consultant was to consider a re-design of the current chart of accounts.

Through this RFQ, First 5 LA is issuing this RFQ to select a firm to assist in the design of a new chart of accounts to accurately account for and report budgeted and actual financial transactions.

REQUEST FOR QUALIFICATIONS

Applicants responding to this RFQ must have the qualifications, experience and demonstrated success implementing similar projects.  For details about the statement of qualifications, please review the RFQ below.

Design Chart of Accounts RFQ - Cover Letter

Design Chart of Accounts RFQ

Board Approval

HOW TO APPLY
To provide a response to this RFQ, applicants are requested to submit a complete application online to First 5 LA no later than 5:00p.m. on February 17, 2012.  For online application and instructions, please
click here.

A list of frequently asked questions received will be compiled and can be accessed here.

All questions and requests for additional information regarding this RFQ must be received in writing by First 5 LA via mail, fax, or email. First 5 LA reserves the sole right to determine the timing and content of the responses to all questions and requests for additional information. Questions and information requests may be submitted to  thause@first5la.org.

IMPORTANT DOCUMENTS

Appendix A: Application Checklist

Appendix 1: Agency Involvement in Litigation (pdf)

• Appendix 2: Contractor Signature Authorization Form (pdf)

• Appendix 3: Budget Worksheet (xls)

Appendix 4: Sample Contract (pdf)

Appendix 5: Qualification Review Tool

• Business License*

W-9

* No First 5 LA form is required. Please see RFQ for document instructions.

** In addition to the electronic version of the RFQ Package Checklist (Appendix A), Signature Authorization form and Disclosure Regarding Involvement in Litigation and/or Contract Compliance Difficulties, please mail original copies signed in blue ink.

Craig A. Steele, Interim Chief Executive Officer
First 5 LA
750 N. Alameda Street, Suite 300
Los Angeles, CA 90012
Attention: Tracey L. Hause, Finance Director

Documents must be received no later than 5:00p.m. on February 17, 2012.

CONTACT US
For additional information or further questions, please contact Tracey L. Hause Director  of Finance Department (213) 482-9372 or
thause@first5la.org