ATTACHMENT A Tax Prep RFQ April 3 2020~1.docx
DOCX document 114 KB Posted
- Solicitation number
- BD-20-1108-TREAN-ANF00-50394
- Issued by
- Suffolk County, Massachusetts
About this file
This document is an Request for Qualifications (RFQ) issued by the Economic Empowerment Trust Fund for Form 990 and Form PC tax preparation services. The RFQ seeks bids from qualified firms to provide tax preparation, financial statement review, and auditing services for the Trust Fund, a 501(c)(3) organization. The RFQ outlines requirements for bidder qualifications, including company background, personnel experience, and capabilities related to Form 990 and Form PC preparation, financial statement review, and auditing. Bidders are required to provide details on their firm's history, certifications, prior experience with similar entities, and timelines for completing the requested services. The RFQ specifies that the selected provider must be able to begin work on the Trust Fund's fiscal year 2020 tax preparation by a date in 2020.
The RFQ does not provide specific pricing information or funding details. However, it does request that bidders describe their typical fees and timelines for completing Form 990/Form PC tax preparation, financial statement review, and auditing services for 501(c)(3) organizations of varying revenue levels. The RFQ is being issued by the Massachusetts-based Economic Empowerment Trust Fund, but the specific state or local jurisdiction is not named.
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Other files
| File | Type | Posted |
|---|---|---|
| OEE Tax Prep RFQ April 3 2020 .pdf | ||
| ATTACHMENT B Tax RFQ April 3 2020.docx | DOCX document | |
| ATTACHMENT C EETF Tax Prep 2020.doc | DOC document |
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Text version
Economic Empowerment Trust Fund Form 990 and Form PC Tax Preparation Services RFQ 2020
ATTACHMENT A. BIDDER RESPONSE QUESTIONS
The responses to Attachment A must be submitted to Caitlín Gossett, Esq. via electronic response 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:
c. Functional title/role of each person for the project; and
d. Time commitment/percentage of time each person will spend on the project.
e. Any additional information relating to the employees’ qualifications and capabilities that pertains to the services required by this RFQ.
| 6. | If selected, identify when the Bidder would be able to begin work on the Economic Empowerment Trust Fund’s fiscal year 2020 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, 2020. |
| 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.
Attachment A Form 990 & Form PC Tax Preparation Services RFQ 2020
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