Government Contract | Vermont
TRUST ACCOUNT COMPLIANCE EXAMINATIONS

Bid Information


Bid Alert No: 00000603451

Bid Title: TRUST ACCOUNT COMPLIANCE EXAMINATIONS

Agency Bid No. Title: Not Stated

Received Date: 06/17/2016

Close Date: 08/10/2016

Purchase Type: July 1, 2016 - June 30, 2017

Delivery Point:

Delivery Date: Not Stated

Special Notices: Questions Due By 07/12/2016 03:00 PM

Specifications

Specifications include, but are not limited to:The following are mandatory functional requirements. The Firm must describe in detail its ability to perform these mandatory functions. 3.1.1 Compliance Examinations The Vermont Rules of Professional Conduct require that every lawyer who receives or holds client funds must place those funds in one or more designated trust accounts. The Rules further set forth the specific minimum requirements for lawyer trust accounting systems. The Professional Responsibility Board, through its Office of Disciplinary Counsel, periodically engages one or more CPAs to examine selected lawyer trust accounting systems to determine whether the systems are in compliance with the Rules of Professional Conduct, the examinations to follow all applicable professional accounting standards. This is a Request for Proposal to perform approximately 5 to 15 compliance examinations of lawyer trust accounting systems. A typical examination takes between 7 and 14 hours, although an examination may take more or less time. The examinations will take place at law offices throughout Vermont. The field work may be undertaken by staff, but a final report setting forth the findings of each examination must be signed and submitted by a Vermont-licensed Certified Public Accountant

Bid Related Documents

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Product Code: 92420

Agency Information


Issuing Agency: State of Vermont - Department of Buildings & General Services

State: Vermont

Agency Type: State and Local

Contact: Brian Berini, Office of Purchasing and Contracting BGS Financial Operations - Office of Purchasing and Contracting, 10 Baldwin Street, Montpelier, Vermont, 05633

Phone: 802-828-2217

Fax: 802-828-2222

Email: brian.berini@vermont.gov

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