Update Request for Information for Nonprofit Bookkeeping/Accounting Services

The Native CDFI Network (NCN) is requesting information from firms to provide qualifications for providing bookkeeping and accounting services.  Interested parties are invited to submit a proposal to the point of contact indicated below by Thursday, June 27, 2019.

Background on Native CDFI Network

The Native CDFI Network is a coalition formed in 2009 to unify Native CDFIs serving Native trust land communities, American Indians, Alaska Natives, and Native Hawaiians.  The Network seeks to create opportunities to share our stories, identify our collective priorities, and strengthen our industry.  In addition, the Native CDFI Network works to ensure that Native peoples are represented in the national policy dialogue and innovative solutions created by CDFIs are spread throughout our Native communities. The Network is a 501c3 non-profit organization.

Proposed Scope of Work:  The Network is seeking information on a firm can perform professional services as follows:

Bookkeeping and Accounting Services

  • Accounts receivable: receive and record revenue as dictated by IRS guidelines
  • Accounts payable: make payments to vendors; prepare annual form 1099 filings
  • Maintain costs by program and/or grant designation
  • Review staff timesheets and proper grant allocation
  • Process tax withholding reporting documents as dictated by IRS guidelines
  • Process and enter payroll information into accounting system
  • Monthly reconciliation of bank accounts as well as reconciliation of all balance sheet accounts
  • Prepare year end reports, schedules and other documents requested by auditor
  • Provide audit process support as needed; research and resolve issues as they arise
  • Assist with any data or reports requested as part of annual tax returns

Term of Contract

Initial contract will be for 12 months.

RFI Response Contents:

  • Section 1: Company name, primary contact, email, phone.
  • Section 2: Scope of work and description of services.
  • Section 3: Firm’s qualifications and summary of previous and similar work for non-profit organizations.
  • Section 4. Management resumes and background.
  • Section 5. Professional references, please provide two references.


NCN may use interviews to further evaluate the RFI responses. NCN may also request cost proposals from qualified firms.  If deemed appropriate, the interviews will be conducted with selected firms or person(s) and should include the project manager.

Submittal of Proposals and Additional Information

Written proposals may be submitted electronically to [email protected]Please provide proposals by 6PM ET Thursday, June 27, 2019.   Evaluation of the proposals will be by a selection committee.

Question can be directed to Mr. Brossy at 650-387-5899 or [email protected].