Request for Proposals

Beginning in 1986, the Roman Catholic Church in the State of Hawaii, doing business as the Office for Social Ministry, pioneered the response to much needed services for families and individuals experiencing homelessness on Hawai`i Island. As the need for focused housing   and support services greatly increased due to prevalent and increased rates of homelessness, HOPE Services Hawaii, Inc. (HOPE Services, or HOPE) was created. Since its inception as a nonprofit charitable organization in 2010, HOPE has expanded its service capacity and evolved to target and serve the most economically- and socially disadvantaged populations. HOPE has increased its capacity to meet the needs of the island-wide community, leveraging partnerships with County and State agencies, private foundations and other social service organizations, and developing and operationalizing data-informed best practices to improve the lives of our community’s most needy: those at imminent risk of and experiencing homelessness.

Request for Proposals for Audit and Tax Services

The purpose of this Request for Proposals is to solicit proposals from various candidate organizations, and to conduct a fair and extensive evaluation based on criteria listed within the Request for Proposal.

The scope of services required by this RFP includes the following:

  • Annual audit of financial statements for HOPE Services Hawaii, Inc. commencing with our fiscal year ending, August 31, 2020.
  • Management and Representation letters in conjunction with the audit.
  • Audit of Federal award(s) in accordance with 2 CFR 200.
  • Review debt service transactions and obligations.
  • Preparation of Federal Forms 990, 990T, and state income tax returns.
  • Occasional advice and counsel during the year regarding accounting issues and governmental requirements.

We are seeking a firm in the Hawaiʻi Island region that has significant experience with nonprofit organizations. Our staff will provide significant audit assistance, and we expect that planning and interim work will start in Fall 2020, with financial statements and management letter to be completed and delivered no later than April 15, 2021.

Included in this RFP you will find proposal specifications and other relevant information. For those firms wishing to respond to our proposal request, we will provide copies of the most recent audited financial statements, if requested. Proposals must be received no later than 4:00 P.M. on Monday, August 24, 2020. Proposals received after the due date will not be considered.

Proposals should be addressed as follows:

Via postal delivery:

Shelly Toledo, Director of Finance & Human Resources HOPE Services Hawaii, Inc.

357 Waianuenue Avenue

Hilo, HI 96720

Via email:

stoledo@hopeserviceshawaii.org

It is the responsibility of the CPA Firm to ensure that the proposal is received by the date and the time specified in this RFP. Any questions regarding this RFP should be directed to Shelly Toledo, via email at the address above.

Click below to download the Request for Proposals.