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Public Higher Education Bulletin

University of Illinois System
PA RFP #9SLE2102


Change Order
Published Thursday January 20, 2022
Vendor: KPMG LLP
Change Order Amount: $90,000
Section 5.2 of the solicitation document indicated that "...consultation services may be requested on an as needed basis." The original award notice published for this solicitation on July 20, 2020, did not include sufficient estimates for these allowable consulting hours. Furthermore, after completion of the first year's tax return, Vendor identified additional forms that the University is required to file. Specifically tax filings for states other than Illinois and additional forms such as 926, 8865, 8621, 8858, 5713, and 5471. This change request is to increase the estimated award amount to account for these services.

The buyer for this procurement is now Daniel Szajna , (217) 333-2650.
The Chief Procurement Officer for this procurement is now John Donato.
The University award process may be delayed up to thirty days as this award goes through a state approval process.

Award Info Published Monday July 20, 2020


  • Amount: An estimated $120,000
  • Terms: An estimated start date of 8/1/2020 through 6/30/2024
  • Renewals: 2 three-year
  • Potential Future Renewals: $180,000

Unsuccessful respondents (8)

Buyer for this procurement: Sherri Eddings, (217) 333-3840

Chief procurement officer for this procurement: John Donato

State purchasing officer for this procurement: Geno Marchizza

There was no BEP goal for this solicitation.

See Award Information document attached for information required pursuant to Section 7 of the Business Enterprise Act 30 ILCS 575.

The University award process may be delayed up to thirty days as this award goes through a state approval process.

This notice has been modified
Published Wednesday January 22, 2020
Amendment 2 is the University Response to all questions received from potential Respondents. These responses will aid in responding to this solicitation.
This notice has been modified
Published Friday January 17, 2020
Amendment 1 adds copies of the Federal and State Tax Returns for the University (990-T). The Federal includes copies for the last two years (FY17 and FY18) and the State includes a copy of last years submittal (FY18). The University has also included copies of FY18 vs. FY17 Comparative Analysis; along with two Sample Schedules. These documents will aid in responding to this solicitation.
First published Friday, January 3, 2020
Sealed proposals will be accepted below until 3:00 PM, Thursday February 20, 2020:
At the following address:
System Purchasing and Support Services
507 E Green Street
Suite 501, MC-407
Champaign, IL 61820
The University System, on behalf of the Board of Trustees of the University of Illinois and the University Treasury Operations is requesting professional services of a certified public accounting firm to prepare and review the University's required annual Federal and State unrelated business income tax return forms.
The awarded CPA firm must be able to prepare, review, and file the System's annual Tax Forms which include IRS Form 990-T, Exempt Organization Business Income Tax Return; Illinois Department of Revenue Form IL-990-T, Illinois Exempt Organization Income and Replacement Tax Return; and be able to provide comparative analysis by each activity year over year.
Consulting Services may be requested on an as needed basis. Advisement may be, but is not limited to, Tax Cuts and Job Acts of 2017 provisions affecting the System and research on global operations, navigating business structure and registration requirements, tax compliance, labor laws, banking structures and risk management.

For instructions on how to obtain a comprehensive purchase description, disclosure or contract forms, contact:
Sherri Eddings
System Purchasing and Support Services
507 E Green Street
Suite 501, MC-407
Champaign, IL 61820
Phone: (217) 333-3840
FAX: (217) 239-6760
Chief Procurement Officer - Ben Bagby
State Purchasing Officer - Geno Marchizza
Submit 1 original and 2 copies of the response as defined in the specifications.
The University reserves the right to accept or reject any and all responses or parts thereof.
Illinois Department of Human Rights (IDHR) eligibility number is required on all proposals, if applicable.
There is no BEP goal for this procurement.

This transaction is subject to the State Board of Elections registration and certification requirements of Public Act 095-0971.

The State of Illinois has a policy to encourage prospective vendors to hire qualified veterans, minorities, females, persons with disabilities and ex-offenders.

Bulletin Navigation

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Specification Documents
  • 9SLE21021Amendment1.pdf (139 KB)
  • 9SLE2102Amendment2.pdf (178 KB)
  • 9SLE2102PriceSheet.xlsx (21 KB)
  • 9SLE2102_TaxPreparationandAdvisory.docx (145 KB)
  • FormA.docx (78 KB)
  • FormB.docx (33 KB)
Other Public Documents
  • 9SLE2102BEPAwardInformation.pdf (142 KB)
  • 9SLE2102ChangeOrderJustification.pdf (690 KB)
  • 9SLE2102_ComparativeAnalysis.pdf (101 KB)
  • 9SLE2102_SampleSchedule1.pdf (172 KB)
  • 9SLE2102_SampleSchedule2.pdf (136 KB)
  • 9SLE2102_University_IncomeTaxReturns.pdf (45 MB)
  • SampleUniversityContractTemplate.pdf (215 KB)
Public Opening Documents
  • 9SLE2102Opening.pdf (1 MB)