About this opportunity
AI summaryThe Solar and Energy Loan Fund (SELF) is soliciting proposals from qualified independent certified public accounting firms to provide annual financial statement audit, federal compliance audit, tax, and related professional services for FY2026. The selected firm will evaluate financial statement policies, internal controls, and reporting risks, perform Single Audit testing if required, prepare the annual IRS Form 990, and deliver consultation services. Only onshore USA organizations with proper public accountancy licensing, independence, and demonstrated experience auditing nonprofits and CDFIs are eligible. Proposals must be submitted electronically in PDF format to Lorene Thomas by 5:00 P.M. ET on November 10, 2026, with questions due by 5:00 P.M. ET on October 30, 2026. Proposals will be evaluated based on firm qualifications and experience (30%), key personnel qualifications (30%), methodology and approach (30%), and cost (10%). Required deliverables include draft audited financial statements due December 15, 2026, and final audited statements due December 23, 2026.
Buyer and opportunity details
- Client
- Solar and Energy Loan Fund
- Solicitation No.
- SCN44906736
Scope of work
- Audit FY2026 annual financial statements in accordance with GAAS
- Issue independent auditor's report and required management communications
- Evaluate accounting policies, estimates, internal controls, and reporting risks
- Prepare or review management letters regarding internal controls and operations
- Assist in Single Audit determination and perform Single Audit if required under 2 CFR Part 200
- Perform compliance testing of major federal programs and prepare Schedule of Findings and Questioned Costs
- Prepare FY2026 annual IRS Form 990 and required federal or state tax filings
- Provide accounting, tax, and regulatory consultations as requested
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| CDFI and nonprofit audit experience | 30% |
| Federal funding and Single Audit experience | 25% |
| Qualifications and experience of proposed engagement team | 15% |
| Audit approach, methodology, and understanding of SELF's needs | 15% |
| Cost and overall value | 10% |
| References and demonstrated client service | 5% |
Minimum qualifications
- Properly licensed and in good standing to practice public accounting
- Demonstrated experience auditing nonprofit organizations
- Demonstrated experience conducting Single Audits for federal funding recipients if performing Single Audit
- Independent in accordance with professional and governmental auditing standards
Documents to include with your response
- Description of firm background, qualifications, office, licenses, and quality control practices
- Description of CDFI and nonprofit experience with comparable client counts
- Description of federal funding and Single Audit experience under 2 CFR Part 200
- Engagement team names, roles, qualifications, and experience
- Proposed audit approach and methodology
- Proposed timeline for planning, fieldwork, draft/final statements, Form 990, and deliverables
- Detailed fee proposal for financial statement audit, Single Audit, Form 990, and hourly rates
- Contact information for at least three references from comparable engagements within past five years
- Copy of most recent peer-review report and related corrective-action letter with satisfactory results
Key dates
- Release of RFP
- Friday, October 23, 2026
- Proposer Questions Due to SELF
- 5 P.M. ET on Friday, October 30, 2026
- SELF Issues responses
- Wednesday, November 4, 2026
- RFP Proposals Due to SELF
- 5 P.M. ET on Wednesday, November 10, 2026
- Fieldwork completed and draft audited financial statements delivery deadline
- December 15, 2026
- Final audited financial statements issuance deadline
- December 23, 2026
- Draft Form 990 delivery deadline
- January 6, 2026
How to submit
- Method
- Electronic via email in PDF format
- Instructions
- Submit to Lorene Zeno and Jacqueline Hudson. Files must not be password protected or restricted.
Contract details
- Term
- Initial engagement covers fiscal year ending September 30, 2026
- Place of performance
- 2400 Rhode Island Avenue, Fort Pierce, FL 34950
- Insurance and bonding
- Maintain appropriate professional liability insurance
- Funding
- Uniform Guidance (2 CFR Part 200)