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IMPLEMENTATION OF FINANCIAL INTERNAL CONTROLS AT THE UW-MADISON

(contract last updated 06/01/2018)

SCOPE:

The University awarded contracts to multiple qualified proposers in each Lot (see below). In order to select a contractor the Department must work with the Agent to submit a Request for Services (RFS) to the selected Lot with a background, scope of work, timeline and deliverables.  The University will review the responses and select the appropriate contractor for each individual RFS engagement.

 

See Attachment A for the RFS form.

 

Background & Resources Sought
Proposed Approach for Strengthening Internal Controls at UW-Madison.


The proposed approach is two-fold and simultaneous:


Advise and actively assist with Implementing Financial Internal Control Improvements for the University.


Professional services are sought to provide skilled, experienced personnel who would perform project and longer term financial accounting, reporting, systems and internal control and supplemental financial, accounting and systems supporting related services.  Services sought may include, but not necessarily be limited to:

  • Project related work such as participating in refining/redesigning the chart of accounts to accommodate the cross-section of schools, colleges and auxiliary unit accounting needs,
  • Redesigning financial reports to accommodate the needs of the diverse leadership and financial community at the institution. 
  • Providing supplemental resources to backfill UW-Madison subject matter personnel reassigned to special projects related to improving financial internal controls and related processes.

Further, services may include assisting with longer-term activities related to

  • Improving the Universities deployment of technology (PeopleSoft) modules for the benefit of the institution, such as procure to pay, billing and collections, etc., and/or
  • Active involvement in evaluation of, and potential shifting of, duties, including change management, procedure development and training related to financial activities performed by central campus and the divisions.
  • Evaluation and selection of technology platforms based on a requirements activity.   

 

Professional services will require degreed accounting professionals with multiple year’s financial accounting and reporting and related systems work experience.  Experience specifically in financial reporting and accounting in accordance with Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB) requirements, Higher Education and, preferably knowledge of Wisconsin statutory financial reporting requirements.  Experience will be required working with PeopleSoft for Higher Education institution financial accounting and reporting and background working with the Committee of Sponsoring Organizations (COSO) Internal Control framework.  These experiences will contribute to implementing changes to improve financial internal controls and PeopleSoft financial reporting and systems in a federated, decentralized higher education environment. 

 

Personnel will be required to work under the supervision and leadership of the Vice Chancellor for Finance and Administration, Associate Vice Chancellor and Controller for the Division of Business Services and subject matter experts across the university.  These individuals will need to be able to work closely and solicit guidance from schools, colleges and auxiliary operations leadership.

CONTRACT # DESCRIPTION
18-5757 IMPLEMENTATION OF FINANCIAL INTERNAL CONTROLS AT THE UW-MADISON
CONTRACT ORIGIN: ADDITIONAL INFORMATION:
UW-Madison
Purchasing Services
21 N Park St, Ste 6101
Madison, WI 53715-1218
UW-Madison users contact:
Dave Brinkmeier
(608) 262-1323 FAX (608) 262-4467
david.brinkmeier@wisc.edu
  Non-UW-Madison users contact: Vendor Representative
COOPERATIVE PURCHASING: YES - Contact Agent for Eligible Purchasers information.
CONTRACT TERM: December 1, 2017 through November 30, 2020, with automatic renewal extensions to November 30, 2022, unless amended, cancelled or rebid.

Vendor(s)
042510
Baker Tilly Virchow Krause LLP (LOTS 4.5.1, 4.5.2. & 4.5.3 ONLY)
Ten Terrace Ct
PO Box 7398
Madison, WI 53707
     
Sales Representative: PHONE # FAX #
Christine Smith 608-240-2391 608-249-8532
E-mail: christine.smith@bakertilly.com
  PHONE # FAX #

Ordering/Expediting:

Vicki Hellenbrand

608-240-2387 608-249-8532

Invoice Information:

Vicki Hellenbrand

608-240-2387 608-249-8532

Returns:

Vicki Hellenbrand

608-240-2387 608-249-8532

Supplier Diversity Reporting:

Vicki Hellenbrand

608-240-2387 608-249-8532
Website: www.bakertilly.com
Commodity Code 918-04
Federal Employee ID # (FEIN) 39-0859910
F.O.B. “V” F.O.B. SERVICE/MAINTENANCE
Terms: N/30
Invoicing: Invoices shall reflect contract pricing.
Other: Pricing not available to: State of Wisconsin Agencies and Wisconsin Municipalities.
Pricing Information: Contact David Brinkmeier at (608) 262-1323 or david.brinkmeier@wisc.edu for pricing information.

Vendor(s)
126425
CliftonLarsonAllen LLP (LOTS 4.5.1, 4.5.2. & 4.5.3 ONLY)
10700 W Research Dr  Ste 200
Milwaukee, WI 53226
     
Sales Representative: PHONE # FAX #
Bill Judd 262-370-4423 414-476-7286
E-mail: bill.judd@CLAconnect.com
  PHONE # FAX #

Ordering/Expediting:

Bill Judd

262-370-4423 414-476-7286

Invoice Information:

Sheila Moran

414-476-1880 414-476-7286

Returns:

Bill Judd

262-370-4423 414-476-7286

Supplier Diversity Reporting:

Sheila Moran

414-476-1880 414-476-7286
Website: www.claconnect.com
Commodity Code 918-04
Federal Employee ID # (FEIN) 41-0746749
F.O.B. “V” F.O.B. SERVICE/MAINTENANCE
Terms: N/30
Invoicing: Invoices shall reflect contract pricing.
Pricing Information: Contact David Brinkmeier at (608) 262-1323 or david.brinkmeier@wisc.edu for pricing information.

Vendor(s)
145239
Crowe Horwath LLP (LOTS 4.5.1, 4.5.2. & 4.5.3 ONLY)
225 W Wacker Dr Ste 2600
Chicago, IL 60606-1224
     
Sales Representative: PHONE # FAX #
Mark Maraccini 630-990-4410 312-899-5300
E-mail: mark.maraccini@crowehorwath.com
  PHONE # FAX #

Ordering/Expediting:

Mark Maraccini

630-990-4410 312-899-5300

Invoice Information:

Mark Maraccini

630-990-4410 312-899-5300

Returns:

Mark Maraccini

630-990-4410 312-899-5300

Supplier Diversity Reporting:

Traci Wiegand

574-235-6882 574-236-8692
Website: www.crowehorwath.com
Federal Employee ID # (FEIN) 35-0921680
Commodity Code 918-04
F.O.B. “V” F.O.B. SERVICE/MAINTENANCE
Terms: N/30
Invoicing: Invoices shall reflect contract pricing.
Other: Crowe understands that both parties reserve their respective rights to negotiate appropriate and mutually acceptable provisions prior to execution of any Agreement should Crowe be considered for final negotiations.
Pricing Information: Contact David Brinkmeier at (608) 262-1323 or david.brinkmeier@wisc.edu for pricing information.

Vendor(s)
132334
Experis US, Inc., a ManpowerGroup Company (LOTS 4.5.1 & 4.5.3 ONLY)
100 Manpower Place
Milwaukee, WI 53212
     
Sales Representatives: PHONE # FAX #
John Eimermann 608-828-2730 608-828-2722
E-mail: John.Eimermann@Experis.com
  PHONE # FAX #

Ordering/Expediting:

John Eimermann

608-828-2730 608-828-2722

Invoice Information:

John Eimermann

608-828-2730 608-828-2722

Returns:

John Eimermann

608-828-2730 608-828-2722

Supplier Diversity Reporting:

Shaleta Dunn

414-906-7741 414-906-6190
Website: www.Experis.com
Federal Employee ID # (FEIN) 39-1929719
Commodity Code 918-04
F.O.B. “V” F.O.B. SERVICE/MAINTENANCE
Terms: N/30
Invoicing: Invoices shall reflect contract pricing.
Pricing Information: Contact David Brinkmeier at (608) 262-1323 or david.brinkmeier@wisc.edu for pricing information.

Vendor(s)
118676
Huron Consulting Services LLC (LOTS 4.5.1, 4.5.2. & 4.5.3 ONLY)
550 W Van Buren St
Chicago, IL 60607
     
Sales Representatives: PHONE # FAX #
Greg Bedell 314-477-0031 312-583-8701
E-mail gbedell@huronconsultinggroup.com
  PHONE # FAX #

Ordering/Expediting:

Greg Bedell

314-477-0031 312-583-8701

Invoice Information:

Debbie Hackett

312-880-3326 312-880-3609

Returns:

Greg Bedell

314-477-0031 312-583-8701

Supplier Diversity Reporting:

Jean McIntyre

312-880-3350 312-583-8701
Website: www.huronconsultinggroup.com
Federal Employee ID # (FEIN) 01-0666114
Commodity Code 918-04
F.O.B. “V” F.O.B. SERVICE/MAINTENANCE
Terms: N/30
Invoicing: Invoices shall reflect contract pricing.
Other: Pricing not available to: Wisconsin Municipalities
Pricing Information: Contact David Brinkmeier at (608) 262-1323 or david.brinkmeier@wisc.edu for pricing information.

Vendor(s)
145238
PricewaterhouseCoopers LLP (LOTS 4.5.1 & 4.5.2. ONLY)
1 N Wacker Dr
Chicago, IL 60606
     
Sales Representative: PHONE # FAX #

Matt Booth

312-298-2856 813-329-1674
E-mail matt.booth@pwc.com
  PHONE # FAX #

Ordering/Expediting:

Matt Booth

312-298-2856 813-329-1674

Invoice Information:

Matt Booth

312-298-2856 813-329-1674

Supplier Diversity Reporting:

Vilma Chan

312-298-2594 813-329-0346
Website: www.pwc.com
Federal Employee ID # (FEIN) 13-4008324
Commodity Code 918-04
F.O.B. “V” F.O.B. SERVICE/MAINTENANCE
Terms: N/30
Invoicing: Invoices shall reflect contract pricing.
Other: Pricing not available to: University of Wisconsin System campuses, State of Wisconsin Agencies and Wisconsin Municipalities.
Pricing Information: Contact David Brinkmeier at (608) 262-1323 or david.brinkmeier@wisc.edu for pricing information.

Revision History

(6/1/18): updated sales rep for PricewaterhouseCoopers LLP.
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