REQUEST FOR PROPOSALS - AUDIT SERVICES
[ORGANIZATION NAME]

1. ABOUT THE ORGANIZATION
[ORGANIZATION NAME] is a [STATE] nonprofit corporation, EIN [XX-XXXXXXX], exempt under
Internal Revenue Code section 501(c)(3). Our mission is [MISSION IN ONE SENTENCE].
Annual revenue: approximately $[AMOUNT]. Employees: [NUMBER]. Fiscal year end: [MONTH DAY].
Accounting system: [SYSTEM]. Governing body: a board of [NUMBER] directors with an
audit or finance committee that will receive the auditor's report.

2. SERVICES REQUESTED
Please price each of the following separately, for fiscal years ending [YEAR 1],
[YEAR 2] and [YEAR 3]:
  a. Audit of the financial statements in accordance with generally accepted auditing
     standards.
  b. Single audit in accordance with 2 CFR part 200, subpart F, if required for the year.
  c. Preparation of Form 990 and, if applicable, Form 990-T.
  d. [OTHER SERVICES, OR DELETE]

3. FEDERAL AWARDS
Federal awards expended in the most recent completed fiscal year: $[AMOUNT].
Principal federal programs and assistance listing numbers:
  - [ALN] [PROGRAM NAME] - $[AMOUNT]
  - [ALN] [PROGRAM NAME] - $[AMOUNT]
A single audit [WAS / WAS NOT] required for that year.

4. PRIOR AUDIT RESULTS
Most recent audit performed by [FIRM NAME] for fiscal year [YEAR]. Findings reported in
the last two audits: [LIST EACH FINDING AND ITS CURRENT STATUS, OR STATE "NONE"].

5. TIMELINE
  Fiscal year end                         [DATE]
  Books closed and schedules ready        [DATE]
  Preliminary fieldwork                   [DATE RANGE]
  Year-end fieldwork                      [DATE RANGE]
  Draft report to management              [DATE]
  Final report to the board               [DATE]
  Federal reporting package submitted     [DATE]

6. PROPOSAL REQUIREMENTS
Please include:
  a. A firm profile, including the number of nonprofit audits and single audits signed
     in each of the last three years.
  b. Your most recent external peer review report and the accompanying letter of comment.
  c. The names, roles and relevant experience of the partner, manager and senior who
     will work on this engagement, and the expected hours of each.
  d. Your approach to the engagement, including how you will coordinate with our staff.
  e. Fees for each service in section 2, for each of the three years, and the basis on
     which fees could change.
  f. Three nonprofit references, ideally with federal awards.
  g. A statement of independence with respect to [ORGANIZATION NAME].

7. EVALUATION CRITERIA
  Nonprofit and single audit experience            [WEIGHT]%
  Staffing, continuity and availability            [WEIGHT]%
  Engagement approach and communication            [WEIGHT]%
  Fees                                             [WEIGHT]%
The [COMMITTEE NAME] will review proposals and may invite finalists to present.

8. SUBMISSION
Deadline: [DATE] at [TIME] [TIME ZONE].
Submit to: [CONTACT NAME], [TITLE], [EMAIL].
Questions: [CONTACT NAME] at [EMAIL] by [DATE]. Answers will be shared with everyone
who has requested the RFP.

[ORGANIZATION NAME] may decline any or all proposals.