What the buyer needs
AI summaryThe government authority seeks global financial audit services. Services include evaluating consolidation processes, significant estimates, and foreign currency translation. The vendor will coordinate component auditors and review documentation. The audit will address investments, fair-value measurements, and charitable gift annuities. It will also cover split-interest agreements and actuarial estimates. The vendor will coordinate confirmations and custodian information.
Scope of work
- HPI consolidated financial statement audit and independent auditor's report
- HPI Single Audit and federal award compliance under 2 CFR Part 200, Subpart F
- HPI international branch and local statutory audits across listed locations
- HPI 403(b) Plan ERISA Section 103(a)(3)(c) audit
- HIF financial statement audit and separate independent auditor's report
- Required audit communications, management letters, and advisory support
- Internal control and IT general controls evaluation
- Optional services including donor audits, agreed-upon procedures, and tax compliance
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Understanding of requirements and technical approach | 20 |
| Firm qualifications and comparable international NGO experience | 15 |
| Proposed team qualifications, capacity, and continuity | 15 |
| Global network and international-office coverage | 15 |
| Audit quality, independence, peer review, and regulatory record | 10 |
| Work plan, communication, and ability to meet deadlines | 10 |
| Data security, technology, and responsible innovation | 5 |
| Diversity, equity, inclusion, and supplier diversity | 5 |
| Total evaluated cost and price reasonableness | 5 |
Minimum qualifications
- Qualified independent public accounting firm
- Independence at appointment and throughout the engagement
- Expertise in nonprofit and grant awards from multilateral organizations, institutional donors, and foundations
- International reach and global network/component-auditor capability
- Most recent peer-review or equivalent external inspection report
- Three comparable client references
Documents to include with your response
- Searchable technical proposal in PDF
- Separate financial proposal in PDF and Excel
- Appendix A - Financial Proposal Schedule
- Appendix B - Reference Information
- Appendix C - Global Network and Service Delivery
- Appendix D - Bidder Information Request
- Appendix E - NDA (for access to confidential data room)
- Most recent peer-review report and acceptance letter
- Independence and conflict-of-interest disclosure
How to submit
- Method
- Instructions
- Submit to [email protected] with subject line '[Firm Name] - Global Financial Audit Services - RFP HQ2206'. Include (1) searchable technical proposal in PDF, (2) separate financial proposal in PDF and Excel, and (3) all required appendices or certifications.