External Audit and Tax Compliance Services
- Client
- Heartland Regional Investment Fund
- Solicitation No.
- —
- Posted
- 10/22/2026
- Category
- Auditing, Finance and Accounting
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe Heartland Regional Investment Fund seeks a Certified Public Accounting firm to conduct independent financial audits, complete a comprehensive review of financial affairs, and prepare IRS and State Form 1065 tax returns. Eligible bidders are USA-based Certified Public Accounting firms that operate offsite, and work will be performed for entities located in St. Louis, Missouri. The award term is up to three years, and the auditors' report must be completed by April 30th of each year. Applicants must submit an electronic proposal by email to Sarah Kroner at [email protected] by 12 PM CT on November 13, 2026. All questions regarding the solicitation must be submitted in writing by November 2, 2026, and answers will be released after November 6, 2026. Proposals must include a cover sheet, work plan, audit methodology, pricing for each year, client references, an independence statement, and a diversity, equity, and inclusion description. HRIF evaluates proposals based on experience, personnel qualifications, firm experience with similar projects, and total proposed cost.
Key solicitation details
AI-extracted from HRIF-Audit-RFP-2026-final.pdf. Confirm against the original documents before bidding.
The Heartland Regional Investment Fund is seeking a Certified Public Accounting firm to perform independent financial audits and prepare tax returns. Services will cover the primary entity and approximately 12 subsidiary community development entity funds. Certified Public Accounting firms properly registered and licensed to practice in Missouri are eligible to apply.
- Issued by
- Heartland Regional Investment Fund
- RFP Newspaper Advertisement
- October 22 and 23, 2026
- Questions Submitted by
- Monday, November 2, 2026
- Questions Answered after
- Friday, November 6, 2026
- Proposals Due By
- November 13, 2026, at 12 PM CT
- How to submit
- Submission details
- Electronic copy submitted to Sarah Kroner at [email protected] no later than 12 PM CT on November 13, 2026.
- Contract term
- up to three years, covering fiscal years ending December 31, 2026, December 31, 2027, and December 31, 2028
- Funding
- New Markets Tax Credit (NMTC) Program
How proposals are evaluated
| The proposed approach to the project description/work plan | |
| The level of experience of the individual(s) identified to work on this project | |
| The experience of the firm and its assigned personnel with similar projects | |
| The responses from references | |
| The quality of additional reports provided to management | |
| Approach to diversity, equity, and inclusion on the engagement | |
| The total proposed cost |
Scope of work
- Conduct independent audits of financial records for HRIF and approximately 12 subsidiary community development entity funds
- Prepare and file IRS and State Form 1065 tax returns for HRIF and subsidiary entities
- Conduct a comprehensive review of all facets of agency financial affairs
- Submit opportunities for improvement of internal accounting controls and management efficiencies
- Report control deficiencies immediately to designated Board and SLEDP executives
- Advise HRIF and SLEDP of the optimal approach to complete all required audits
- Complete auditors report by April 30th of each year
Minimum qualifications
- Certified Public Accounting firm
- Firm and all assigned key professional staff properly registered/licensed to practice in Missouri
- Independent of HRIF and SLEDP as defined by current professional standards
Documents to include with the bid
- Cover sheet with Applicant Information
- Project Description/Work Plan and audit approach details
- Staff Qualifications for key individuals
- Reference list of current clients
- Pricing display for each entity for 2026, 2027, and 2028
- Affirmative statement of independence
- Affirmative statement of licensure to practice in Missouri
- Description of approach to diversity, equity, and inclusion
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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