REQUEST FOR PROPOSAL FOR Accounting Policy and Procedure Review and Update

RFP for Accounting Policy and Procedure Review and Update: Lac Vieux Desert Band of Lake Superior Chippewa Indians


Accounting Policy and Procedure Review and Update

Posting Period

6/18/18 to 7/6/18


Will Londo


Lac Vieux Desert Band of Lake Superior Chippewa Indians

(906) 358-4577 Ext. 4153

P.O. Box 249

Watersmeet, MI 49969

(Email submissions preferred)


A. Purpose. This request for proposal (RFP) is to contract for an accounting policy and procedure review and update to be provided to the Lac Vieux Desert Band of Lake Superior Chippewa Indians.

B. Who May Respond. Individuals, companies, or firms who have experience in accounting review and update services for tribes who receive federal funding.

C. Instructions on Proposal Submission.

  1. Closing Submission Date. Proposals must be submitted and received no later than 3:30 PM Central on July 6, 2018.
  1. Inquiries. Inquiries concerning this RFP should be e‐mailed to:

Will Londo – Controller

Or mailed to:

Will Londo

Lac Vieux Desert Band of Lake Superior Chippewa Indians

P.O. Box 249

Watersmeet, MI 49969

  1. Conditions of Proposal. All costs incurred in the preparation of a proposal responding to this RFP will be the responsibility of the Offeror and will not be reimbursed by the Lac Vieux Desert Band of Lake Superior Chippewa Indians (LVD).
  1. Instructions to Prospective Contractors. Your proposal should be addressed as indicated above

All mailed proposals must be submitted in a sealed envelope clearly marked in the lower left‐hand corner with the following information:

Request for Proposal


SEALED PROPOSAL for Accounting Review and Update

Failure to do so may result in premature disclosure of your proposal. It is the responsibility of the Offeror to ensure that the proposal is received by LVD by the date and time specified above. Late proposals will not be considered.

  1. Right to Reject. LVD reserves the right to reject any and all proposals received in response to this RFP. A contract for the accepted proposal will be drafted based upon the factors described in this RFP.
  1. Native American Preference. Efforts will be made by LVD to provide preference to enrolled members of federally recognized Indian tribes as allowed by law. Proof of tribal membership may be required if preference is granted.
  1. Notification of Award. It is expected that a decision selecting the successful Offeror will be made within two (2) weeks of the closing date for the receipt of proposals. Upon conclusion of final negotiations with the successful Offeror, all Offerors submitting proposals in response to this Request for Proposal will be informed, in writing, of the name of the successful consultant.

D. Description of Entity. LVD is a federally recognized Indian tribe located in Watersmeet, Michigan. LVD is governed by a nine-member Tribal Council. Administrative offices are located at N4698 US 45, Watersmeet, MI 49969.

II. SCOPE OF SERVICES. The Offeror shall be readily available to perform the following services:

1. Review current accounting policies and procedures.

2. Identify areas within policies and procedures that require updating to be fully compliant with applicable laws, regulations, and best practices.

3. Identify areas of training for accounting department staff.

4. Address department performance capability for the present and future needs of the Tribe.

5. Provide a written report for all findings and recommendations. A WRITTEN REPORT MUST BE SUBMITTED.

6. All work must be completed in compliance with all applicable laws.

III. PROPOSAL CONTENTS. The Offeror, in its proposal, shall, as a minimum, include the following;

A. Accounting Policy and Procedure Experience. The Offeror should describe its Accounting Policy and Procedure experience, including the names, addresses, contact persons, and telephone numbers of at least three clients, preferably including clients like LVD. Experience should include the following categories:

1. Experience with Tribal government accounting and audit services.

2. Experience with clients conducting similar programs and government‐funded services.

3. Experience representing tribal governments through external audits.

B. Organization, Size, Structure, and Areas of Practice. If the Offeror is a company or firm, it must describe its organization, size, structure, areas of practice, and office location(s). Indicate, if appropriate, if the firm is a Native American owned business.

C. Qualifications. The Offeror should describe the qualifications of individuals to be assigned to the project funding. Descriptions should include:

  1. Professional and education background of each individual working on the review and update.
  1. Overall supervision to be exercised.
  1. Prior experience of the individual with respect to the services listed above. Only include resumes of individuals likely to be assigned to the representation. Education, position in firm, years and types of experience, and continuing professional education will be considered.

D. Price. The Offeror's proposed price should include detailed information on the type of billing (hourly, flat fee, etc.), explanation of billing practices, and charges for expenses, if any, such as copies and faxes.


A. Submission of Proposals. All mailed proposals shall include an original and two (2) copies.

B. Evaluation Procedure and Criteria. LVD’s Controller and appropriate staff will review proposals and make recommendations to the Tribal Council for final approval. The Controller and/or Tribal Council may request a meeting with some qualified Offerors prior to final selection. Proposals will be reviewed in accordance with the following criteria and weight:

1. Proposed approach to scope of work. (20%)

2. Level of experience of the individual(s) identified to work on this matter. (20%)

3. The Offeror’s experience with similar clients and projects. (20%)

4. Response from references. (20%)

5. Cost. (20%)

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