4.28.17 ATTACHMENT A EETF Tax Preparation Services RFQ 2017.pdf

Economic Empowerment Trust Fund

Form 990 and Form PC Tax Preparation Services RFQ 2017

Form 990 and Form PC Tax Preparation

Services RFQ 2017

Attachment A

ATTACHMENT A. BIDDER RESPONSE QUESTIONS

The responses to Attachment A must be submitted to Jameel Moore, Esq. via U.S. mail at Office of the Treasurer and Receiver General, One Ashburton Place, 12th Floor, Boston, MA 02108-

1608 along with the other documents and information specified in Section IV – Submission

Instructions of the RFQ.

Complete the following sections to describe your company and your services.

Firm Background and Experience

1. Company information: List company name, address, contact person for bid, and planned contact person for Form 990 and Form PC Tax Preparation services.

2. Bidder Profile: Tell us about your company, including the following:

a. A brief history.

b. Number of years in business.

c. Where the business is located.

d. How many employees you have:

i. Identify the number of employees who are Certified Public Accountants

ii. Identify the number of employees who hold professional certifications or licenses that are relevant to tax preparation/Form 990 and Form PC preparation services. Please identify certifications and licenses included in this response.

e. Indicate any complaints that have been levied by the state board of accountancy or other regulatory authority, if any against the firm or its personnel. Indicate any corrective actions that have been taken by the firm.

3. Provide a contract organizational chart or equivalent document, with names showing management, supervisory and other key personnel (including contractors and subcontractors) to be assigned to the contract. The chart/document should show the relationship of the individuals assigned to the contract to the Bidder’s overall organizational structure.

4. Tell us about your company’s experience in completing Form 990 and Form PC tax preparation services, including the following:

a. Detail the firm’s experience in providing tax services to entities in the not-for-profit sector.

b. Describe the Bidder’s experience in successfully completing Form 990 and Form

PC tax preparation services for projects similar in size and scope to those required in this RFQ.

c. Describe the Bidder’s experience in reviewing financial statements and generating

Certified Public Accountant’s (“CPA”) Review Reports.

d. Describe the Bidder’s experience in generating audited financial statements in accordance with generally accepted accounting principles (“GAAP”).

e. Provide a description of similar projects completed by the Bidder within the past five (5) years.

Personnel Background and Experience

5. Personnel Profile: Tell us about your employees, including the following:

a. For persons projected to be assigned to the contract, provide a resume and a description of each person’s relevant work experiences as it relates to the services sought by this RFQ.

b. List the following information for each employee of the Bidder who will be assigned to the contract:

i. Functional title/role of each person for the project; and

ii. Time commitment/percentage of time each person will spend on the project.

c. Any additional information relating to the employees’ qualifications and capabilities that pertains to the services required by this RFQ.

Form 990 and Form PC Tax Preparation Services for EETF

6. If selected, identify when the Bidder would be able to begin work on the Economic

Empowerment Trust Fund’s fiscal year 2017 tax preparation.

7. Describe how much notice/time the Bidder typically requires prior to providing Form 990 and Form PC tax preparation services, including the generation of a Review Report and/or audited financial statements in accordance with GAAP.

8. If selected, provide an estimation of when the Bidder will be able to complete the requested services as outlined in Section III of the RFQ. If the Bidder cannot provide a time estimate of completion, identify variables that may affect the Bidder’s ability to complete the RFQ’s requested services by August 31, 2017.

9. Describe how long it typically takes the Bidder to complete Form 990 and Form PC tax preparation services for a 501(c)(3) organization that has fiscal year total revenue of

$200,000 or less.

10. Describe how long it typically takes the Bidder to complete Form 990 and Form PC tax preparation services, as well as review financial statements and create a CPA Review

Report, for a 501(c)(3) organization that has fiscal year total revenue between $200,000 and $500,000.

11. Describe how long it typically takes the Bidder to complete Form 990 and Form PC tax preparation services, as well as create audited financial statements, for a 501(c)(3) organization that has fiscal year total revenue between $200,000 and $500,000.

12. Describe how long it typically takes the Bidder to complete Form 990 and Form PC tax preparation services, as well as create audited financial statements, for a 501(c)(3) organization that has fiscal year total revenue exceeding $500,000.

13. Describe how the Bidder will approach the tax preparation for the EETF, including the use of any association or affiliate member firm personnel and the areas that will receive primary emphasis. Discuss the firm’s use of technology in the Tax Preparation. Describe the Bidder’s capabilities relating to the filing of EETF’s completed Form 990 and Form

PC. Also discuss the communication process used by the firm to discuss issues with the

EETF.

14. Provide any additional information relating to the Bidder’s qualifications and capabilities to perform the services required by this RFQ.