Post on 01-Apr-2018
West Central Minnesota Communities
Action, Inc.
Request for Proposal for Audit Services
FOR THE PERIOD
10/01/16 to 09/30/17
INQUIRIES AND PROPOSALS SHOULD BE DIRECTED TO:
Name: Carol Boyer
Title: Chief Financial Officer
Entity: West Central Minnesota Communities Action, Inc.
Address: 411 Industrial Park Blvd
Elbow Lake, Minnesota 56531
Phone: (218) 685-4486
E-Mail: carolb@wcmca.org
Proposal Guidelines
T A B L E O F C O N T E N T S
Page
I. GENERAL INFORMATION A. Purpose ............................................................................................................ 1
B. Who May Respond .......................................................................................... 1
C. Bidders Conference ......................................................................................... 1
D. Instructions on Proposal Submission .............................................................. 1
1. Closing Submission Date
2. Inquiries
3. Conditions of Proposal
4. Instructions to Prospective Contractors
5. Right to Reject
6. Small and/or Minority-Owned Businesses
7. Notification of Award
E. Description of Entity and Records to be Audited ........................................... 2
F. Options ............................................................................................................ 3
II. SPECIFICATION SCHEDULE A. Scope of a Financial and Compliance Audit ................................................... 4
B. Estimated Grant Expenditures......................................................................... 4
C. Performance .................................................................................................... 4
D. Delivery Schedule ........................................................................................... 4
E. Price ................................................................................................................. 5
F. Payment .......................................................................................................... 5
G. Audit Review................................................................................................... 5
H. Exit Conference ............................................................................................... 5
I. Workpapers ..................................................................................................... 5
J. Confidentiality................................................................................................. 6
K. AICPA Professional Standards ....................................................................... 6
III. OFFEROR’S TECHNICAL QUALIFICATIONS A. Prior Auditing Experience............................................................................... 7
B. Organization, Size, and Structure ................................................................... 7
C. Staff Qualifications ......................................................................................... 7
D. Understanding of Work to be Performed ........................................................ 7
E. Certifications ................................................................................................... 7
IV. PROPOSAL EVALUATION A. Submission of Proposals ................................................................................. 8
B. Nonresponsive Proposals ................................................................................ 8
C. Proposal Evaluation ....................................................................................... 8
D. Review Process ............................................................................................... 9
CERTIFICATIONS
Page 1 of 19
I . G E N E R A L I N F O R M A T I O N
A. Purpose This Request for Proposal (RFP) is to contract for a financial and compliance audit for the
year ending September 30, 2017. The proposal includes options for four additional years.
B. Who May Respond Only licensed Certified Public Accountants may respond to this RFP.
C. Bidders Conference No bidders conference will be held.
D. Instructions on Proposal Submission
1. Closing Submission Date
Proposals must be submitted no later than 4:30 p.m. on May 15th, 2017.
2. Inquiries
Inquiries concerning this RFP should be directed to Carol Boyer (218) 685-7013.
3. 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 West Central Minnesota
Communities Action, Inc.
4. Instructions to Prospective Contractors
Your proposal should be addressed as follows:
Entity: West Central Minnesota Communities Action, Inc.
Attn: Audit Committee
Address: 411 Industrial Park Blvd
Elbow Lake, MN 56531
Page 2 of 19
4. Instructions to Prospective Contractors (continued)
It is important that the Offeror’s proposal be submitted in a sealed envelope clearly
marked in the lower left-hand corner with the following information:
Request for Proposal
4:30 p.m. 05/15/17
SEALED PROPOSAL
For Audit Services
Failure to do so may result in premature disclosure of your proposal.
It is the responsibility of the Offeror to ensure that West Central Minnesota
Communities Action, Inc. receives the proposal by the date and time specified above.
Late proposals will not be considered.
5. Right to Reject
West Central Minnesota Communities Action, Inc. reserves the right to reject any
and all proposals received in response to this RFP. A contract for the accepted
proposal will be based upon the factors described in this RFP.
6. Small, Women’s and/or Minority-Owned Businesses
Efforts will be made by West Central Minnesota Communities Action, Inc. to utilize
small, women’s, and minority-owned businesses.
An Offeror qualifies as a small business firm, if it meets the definition of “small
business” as established by the Small Business Administration (13 CFR 121.201).
7. Notification of Award
It is expected that a decision selecting the successful audit firm will be made within
eight weeks of the closing date for the receipt of proposals. Upon conclusion of final
negotiations with the successful firm, all Offerors submitting proposals in response
to this Request for Proposal will be informed, in writing, of the name of the
successful firm.
It is expected that the contract shall be a one-year fixed price contract with options
for four additional one-year periods.
E. Description of Entity and Records to be Audited West Central Minnesota Communities Action, Inc. is a nonprofit organization, which
serves primarily five counties in western Minnesota. West Central Minnesota
Communities Action, Inc. is a private, nonprofit corporation and has been determined to
be exempt from federal income tax under Section 501(c)(3) of the Internal Revenue
Code. It is governed by a fifteen-member volunteer Board of Directors. Administrative
offices and all records are located at 411 Industrial Park Blvd in Elbow Lake, MN.
Other offices are located throughout the five county service area. West Central MN
Communities Action, Inc. serves the low-income population through grants such as Head
Start, Energy Assistance, Weatherization, Family Assets for Independence in MN (IDA
Program), Transitional Housing, Retired Senior Volunteer Program, Emergency Food
and Shelter Program and other various grants. West Central MN Communities Action,
Page 3 of 19
Inc. contracts with other organizations to provide lead testing services, administers
thirty-one contract for deed homes, and provides loan funds to purchase or repair
vehicles.
West Central Minnesota Communities Action, Inc. utilizes a double entry, accrual method of
accounting. The accounting system is a fully automated fund accounting system with individual
general ledgers for each contract/grant. The system is installed on a HP ProLiant ML350p Gen 8
Server 2012 R2. West Central MN Communities Action, Inc. utilizes Blackbaud’s Financial
Edge Fund Accounting System. All accounting functions are performed in-house.
West Central Minnesota Communities Action, Inc. utilizes two (2) checking accounts. The
account at Bank of the West is the general account and is used to pay expenses with each
contract/grant reimbursing the general account for it expenses. The account at Bremer Bank is
used for the Family Assets for Independence in MN (FAIM) to disperse payments on behalf of
the FAIM participants. Combined payroll, cash receipts, cash disbursements, and general
journals are maintained.
West Central Minnesota Communities Action, Inc. processes approximately 4,690 accounts
payable checks/direct deposit and 2,713 payroll checks/direct deposit, and 165,590 transactions
per year through its accounts payable, cost allocation, accounts receivable, general ledger, and
payroll systems.
Records to be audited are available for review by the Offerors at our offices prior to proposal
submission.
For additional information you can obtain a copy of West Central Minnesota Communities
Action Inc. 990 on our website at www.wcmca.org and click on “About Us”.
F. Options At the discretion of West Central Minnesota Communities Action Inc., this audit contract
can be extended for four additional one-year periods. The cost for the option periods will
be agreed upon by West Central Minnesota Communities Action Inc. and the Offeror. It is
anticipated that the cost for the optional years will be based upon the same approximate
cost per thousand dollars of audited expenditures as the contract for the initial year.
Page 4 of 19
I I . S P E C I F I C A T I O N S C H E D U L E
A. Scope of a Financial and Compliance Audit The purpose of this RFP is to obtain the services of a public accounting firm, whose
principal officers are independent certified public accountants, certified or licensed by a
regulatory authority of a state or other political subdivision of the United States,
hereinafter referred to as the “Offeror” to perform a financial and compliance audit of
West Central Minnesota Communities Action, Inc.
Government Auditing Standards, states on page 2-1:
Financial statement audits determine (1) whether the financial statements of an
audited entity present fairly the financial position, results of operations, and cash
flows or changes in financial position in accordance with generally accepted
accounting principles, and (2) whether the entity has complied with laws and
regulations for those transactions and events that may have a material effect on the
financial statements.
B. Estimated Grant Expenditures See attachment A for the expenditures regarding West Central’s programs, please contact
Carol Boyer at the number listed above if you have any questions. The definition of
acroynmns are listed on attachment B.
C. Performance The West Central Minnesota Communities Action Inc. records to be audited are through
September 30, 2017.
The Offeror is required to prepare audit reports in accordance with the Government
Auditing Standards, and all other publications listed in the certification section of this RFP.
In addition, the Offeror is required to complete IRS Form 990, Data Collection Form, and
the Minnesota Charitable Organization Annual Report for the year audited.
D. Delivery Schedule Offeror is to transmit one copy of the draft audit report to West Central Minnesota
Communities Action, Inc.’s Audit Committee Chair, Executive Director and Fiscal
Director. The draft audit report is due on December 28, 2017.
A presentation is to be made the audit committee and the Board of Directors of West
Central Minnesota Communities Action, Inc. no later than January 23, 2018.
The Offeror shall deliver 35 final audit reports and an electronic copy to West Central
Minnesota Communities Action, Inc.’s Board of Directors no later than February 1, 2018.
Page 5 of 19
D. Delivery Schedule (continued) Reports may be submitted earlier than the above schedule. However, if the Offeror fails to
make delivery of the audit reports within the time schedule specified herein, or if the
Offeror delivers audit reports which do not conform to all of the provisions of this contract,
West Central Minnesota Communities Action, Inc. may, by written notice of default to the
Offeror, terminate the whole or any part of this contract. Under certain extenuating
circumstances, the contracting agent may extend this schedule upon written request of the
Offeror with sufficient justification.
E. Price
The Offeror’s proposed price should be submitted separately. Include information
indicating how the price was determined. For example, the Offeror should indicate the
estimated number of hours by staff level, hourly rates, and total cost by staff level. Any
out-of-pocket expenses should also be indicated. See Attachment C for layout of pricing.
The pricing information is to be in a separate sealed envelope.
F. Payment Payment will be made when West Central Minnesota Communities Action, Inc. has
determined that the total work effort has been satisfactorily completed. Should West
Central Minnesota Communities Action, Inc. reject a report, West Central Minnesota
Communities Action, Inc.’s authorized representative will notify the Offeror in writing of
such rejection giving the reason(s). The right to reject a report shall extend throughout the
term of this contract and for ninety (90) days after the Offeror submits the final invoice for
payment.
Progress payments will be allowed to the extent that West Central Minnesota Communities
Action, Inc. can determine that satisfactory progress is being made.
Upon delivery of the electronic copy and 35 copies of the final reports to West Central
Minnesota Communities Action, Inc. and their acceptance and approval by the board of
directors, the Offeror may submit a bill for the balance due on the contract for the audit.
G. Audit Review All audit reports prepared under this contract will be reviewed by West Central Minnesota
Communities Action, Inc. and its funding sources to ensure compliance with General
Accounting Office’s (GAO) Government Auditing Standards and other appropriate audit
guides.
H. Exit Conference An entrance and exit conference with West Central Minnesota Communities Action, Inc.
representatives and the Offeror’s representatives may be held at the beginning and
conclusion of the fieldwork. Observations and recommendations must be summarized in
writing and discussed with West Central Minnesota Communities Action, Inc. It should
include internal control and program compliance observations and recommendations.
I. Workpapers
1. Upon request, the Offeror will provide a copy of the workpapers pertaining to any
questioned costs determined in the audit. The workpapers must be concise and provide
the basis for the questioned costs as well as any analysis of the problem.
Page 6 of 19
2. The workpapers will be retained for at least three years from the end of the audit period.
3. The workpapers will be available for examination by authorized representatives of the
cognizant federal or state audit agency, the General Accounting Office, and West Central
Minnesota Communities Action, Inc.
J. Confidentiality The Offeror agrees to keep the information related to all contracts in strict confidence.
Other than the reports submitted to West Central Minnesota Communities Action, Inc., the
Offeror agrees not to publish, reproduce, or otherwise divulge such information in whole
or in part, in any manner or form, or authorize or permit others to do so, taking such
reasonable measures as are necessary to restrict access to the information, while in the
Offeror’s possession, to these employees on the Offeror’s staff who must have the
information on a “need-to-know” basis. The Offeror agrees to immediately notify, in
writing, West Central Minnesota Communities Action, Inc.’s authorized representative in
the event the Offeror determines or has reason to suspect a breach of this requirement.
K. AICPA Professional Standards The AICPA Professional Standards state:
Ethics Interpretation 501-3 – Failure to follow standards and/or procedures or other
requirements in governmental audits. Engagements for audits of government grants,
government units, or other recipients of government monies typically require that
such audits be in compliance with government audit standards, guides procedures,
statutes, rules and regulations, in addition to generally accepted auditing standards.
If a member has accepted such an engagement, and undertakes an obligation to
follow specified government audit standards, guides, procedures, statutes, rules, and
regulations, in addition to generally accepted auditing standards, he/she is obligated
to follow such requirements. Failure to do so is an act discreditable to the profession
in violation of Rule 501, unless the member discloses in his report the fact that such
requirements were not followed and the reasons therefor.
Page 7 of 19
I I I . O F F E R O R ’ S T E C H N I C A L
Q U A L I F I C A T I O N S
The Offeror, in its proposal, shall include the following in their proposal in the order listed
below, if not listed in the order below.
A. Prior Auditing Experience The Offeror should describe its prior auditing experience and the number of organizations
audited in each category. In addition, the Offeror must also include the names, addresses,
contact persons, and telephone numbers of prior organizations audited. Experience should
include the following categories:
1. Prior experience auditing Community Action Agencies.
2. Prior experience auditing Head Start programs.
3. Prior experience auditing similar programs funded by State Government.
3. Prior experience auditing similar programs funded by the Federal Government.
4. Prior experience auditing similar county or local government activities.
5. Prior experience auditing nonprofit organizations.
6. Prior experience designing and/or installing accounting systems in Community
Action Agencies.
B. Organization, Size, and Structure The Offeror should describe its organization, size (in relation to audits to be performed),
and structure. Indicate, if appropriate, if the firm is a small, women’s, or minority-owned
business. Offeror must include a copy of the most recent Peer Review.
C. Staff Qualifications The Offeror should describe the qualifications of staff to be assigned to the audits.
Descriptions should include:
1. Audit team makeup.
2. Overall supervision to be exercised.
3. Prior experience (see A above) of the individual audit team members.
Only include resumes of staff to be assigned to the audits. Education, position in firm,
years and types of experience, continuing professional education, state(s) in which licensed
as a CPA, etc., will be considered.
D. Understanding of Work to be Performed The Offeror should describe its understanding of work to be performed, including audit
procedures, estimated hours, and other pertinent information.
E. Certifications The Offeror must sign and include as an attachment to its proposal the Certifications
enclosed with this RFP. West Central Minnesota Communities Action, Inc. will not
provide the publications listed in the Certifications to potential Offerors because West
Central Minnesota Communities Action, Inc. desires to contract only with an Offeror who
is already familiar with these publications.
Page 8 of 19
I V . P R O P O S A L E V A L U A T I O N
A. Submission of Proposals All proposals shall include six copies of the Offeror’s technical qualifications, six copies
of the pricing information (in a separately sealed envelope), and six copies of the signed
Certifications. These documents will become part of the contract.
B. Nonresponsive Proposals Proposals may be judged nonresponsive and removed from further consideration if any of
the following occur:
1. The proposal is not received timely in accordance with the terms of this RFP.
2. The proposal does not follow the specified format listed in Section III.
3. The proposal does not include the Certifications.
4. The proposal is not adequate to form a judgment by the reviewers that the proposed
undertaking would comply with the Government Auditing Standards of the U.S.
Comptroller General.
C. Evaluation Evaluation of each proposal will be based on the following criteria:
Factors Point Range
1. Prior experience auditing and/or designing and installing
accounting systems.
a. Prior experience auditing Community Action Agencies 0-5
b. Prior experience auditing Head Start Programs 0-5
c. Prior experience auditing similar programs funded by
State Government 0-5
d. Prior experience auditing programs financed by the
Federal Government 0-5
e. Prior experience auditing similar county or local
government activities 0-5
f. Prior experience auditing nonprofit organizations 0-5
g. Prior experience designing and/or installing accounting
systems in Community Action Agencies 0-5
West Central Minnesota Communities Action, Inc. will contact
prior audited organizations to verify the experience provided by
the Offeror.
Page 9 of 19
C. Evaluation (continued)
Factors Point Range
2. Organization, size, and structure of Offeror’s firm. (Considering
size in relation to audits to be performed.)
a. Adequate size of the firm 0-5
b. Minority/small/women’s business 0-5
3. Qualifications of staff to be assigned to the audits to be
performed. This will be determined from resumes submitted.
Education, position in firm, years and type of experience,
continuing professional education, and state(s) in which licensed
as a CPA, etc., will be considered.
a. Audit team makeup 0-5
b. Overall supervision to be exercised 0-5
c. Prior experience of the individual audit team members 0-10
4. Offeror’s understanding of work to be performed.
a. Adequate coverage 0-10
b. Realistic time estimates of each audit setup 0-5
5. Price 0-20
MAXIMUM POINTS: 100
D. Review Process West Central Minnesota Communities Action, Inc. may, at its discretion, request
presentations by or meetings with any or all Offerors, to clarify or negotiate modifications
to the Offerors’ proposals.
However, West Central Minnesota Communities Action, Inc. reserves the right to make an
award without further discussion of the proposals submitted. Therefore, proposals should
be submitted initially on the most favorable terms, from both technical and price
standpoints, which the Offeror can propose.
West Central Minnesota Communities Action, Inc. contemplates award of the contract to
the responsible Offeror with the highest total points.
Page 10 of 19
C E R T I F I C A T I O N S
On behalf of the Offeror:
A. The individual signing certifies that he/she is authorized to contract on behalf of the
Offeror.
B. The individual signing certifies that the Offeror is not involved in any agreement to pay
money or other consideration for the execution of this agreement, other than to an
employee of the Offeror.
C. The individual signing certifies that the prices in this proposal have been arrived at
independently, without consultation, communication, or agreement, for the purpose of
restricting competition.
D. The individual signing certifies that the prices quoted in this proposal have not been
knowingly disclosed by the Offeror prior to an award to any other Offeror or potential
Offeror.
E. The individual signing certifies that there has been no attempt by the Offeror to discourage
any potential Offeror from submitting a proposal.
F. The individual signing certifies that Offeror is a properly licensed certified public
accountant, or a public accountant licensed on or before December 31, 2016.
G. The individual signing certifies that the Offeror meets the independence standards of the
Government Auditing Standards.
H. The individual signing certifies that he/she is aware of and will comply with the GAO
Continuing Education Requirement of 80 hours of continuing education every two years;
and that 24 hours of the 80 hours education will be in subjects directly related to the
government environment and to government auditing for individuals.
I. The individual signing certifies that he/she is aware of and will comply with the GAO
requirement of an external quality control (peer) review at least once every three years.
J. The individual signing certifies that he/she has read and understands the following
publications relative to the proposed audits:
1. Government Auditing Standards (Yellow Book)
2. OMB Circular A-133, Audits of States, Local Governments, and Not-for-Profit
Organizations
3. OMB Circular A-133 – Compliance Supplement
4. OMB Circular A-110, Uniform Administrative Requirements for Grants and
Agreements with Institutions of Higher Education, Hospitals, and Other Nonprofit
Organizations
4. OMB Circular A-122, Cost Principles for Nonprofit Organizations
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5. 2 CFR Part 200
6. A Guide for Nonprofit Organizations: Cost Principles and Procedures for Establishing
Indirect Cost and Other Rates for Grants and Contract with the Department of Health
and Human Services
7. Audits of Voluntary Health and Welfare Organizations (AICPA Audit Guide)
8. Audits of Certain Nonprofit Organizations
9. Department of Health and Human Services “Administration of Grants” 45 CFR Part 74
10. Department of Energy “Weatherization Program Regulations” 10 CFR Part 400 and 600
K. The individual signing certifies that he/she had read and understands all of the information
in this Request for Proposal, including the information on the programs/grants/contracts to
be audited.
L. The individual signing certifies that the Offeror, and any individuals to be assigned to the
audits, does not have a record of substandard audit work and has not been debarred or
suspended for doing work with any federal, state, or local government. (If the Offeror or
any individual to be assigned to the audits has been found in violation of any state or
AICPA professional standards, this information must be disclosed.)
Dated this _______ day of _________________, 20____.
(Offeror’s Firm Name)
(Signature of Offeror’s Representative)
(Printed Name and Title of Individual Signing)
Page 12 of 19
ATTACHMENT A
Estimated Expenditures for the Period 10/11/16 - 09/30/17
Grant
Type of
Grant Funding Agency CFDA #
Estimated
Expenditures
Corporate Account N/A N/A N/A 143,765
Internal Staff Fund N/A N/A N/A 18,256
Staff Fund N/A N/A N/A 3,916
MNCAP S MN Dept of Human Services - 29,091
CSBG F MN Dept of Human Services 93.569 170,493
FAIM - Rollover L RAP-State of MN - 104,613
CA Duluth LISC L MN Community Action
Partnership - 4,191
Tri-CAP Stimulus-Bremer L Tri-CAP - 13,323
Tri-CAP Stimulus-CSBG L Tri-CAP - 5,911
Duluth Stimulus Match Project L CA Duluth - 4,083
Duluth CAD CDBG FAIM L CA Duluth - 5,759
Tri-CAP Stimulus L Tri-CAP - 8,640
Federal FAIM IV F HHS 93.602 299,112
Mahube FAIM IV Match L Mahube CAP - 5,405
Tri-CAP FAIM IV Match L Tri-CAP - 2,181
WCMCA FAIM IV Match L WCMCA #3000 - 2,190
CA Duluth CDBG Hsg Rd 2 L CA Duluth - 16,009
Lakes & Prairies FAIM IV Match L Lakes & Prairies CAP - 1,089
Inver Hills Community College - FAIM IV FN Inver Hills Community College - 434
BOW - FAIM IV FN Bank of the West - 960
FAIM IV & V State S MN Dept of Human Services - 79,686
CA Duluth CDBG Hsg Rd 3 L CA Duluth - 5,855
CA Duluth CDBG Hsg Rd 4 L CA Duluth - 766
State FAIM VI S MN Dept of Human Services - 130,480
Fed FAIM 0953 F HHS 93.602 36,349
Cornerstone IDA FN Cornerstone - 500
Affordable Housing N/A N/A N/A 54,354
Housing Reserve for Call Back N/A N/A N/A 1,200
Reserve for OTW Call Back N/A N/A N/A 100
Contract for Deed homes N/A N/A N/A 42,500
Lead Testing N/A N/A N/A 21,500
MURL N/A N/A N/A 4,250
Contract for Deed - State N/A N/A N/A 75
Contact for Deed WCMHP N/A N/A N/A 39,665
Federal Head Start North F HHS-Adm. Children Families 93.600 1,996,878
Federal Head Start South F HHS-Adm. Children Families 93.600 2,521,150
State Head Start S Mn Dept of Education - 636,314
United Way Cooking Matters FN United Way - 4,152
Mahube Scholarship S Mahube - Mn Dept of Education - 7,500
Ashby Scholarship S Mn Dept of Education - 35,087
Osakis Scholarship S Mahube - Mn Dept of Education - 15,000
MN Sure Applications Fund S MN Dept of Human Services - 6,000
Page 13 of 19
Blue Cross Blue Shield FN Blue Cross Blue Shield/Western
Community Action - 7,365
MHFA - TH 8 Plex Alex S Mn Housing Finance Agency - 10,000
FHPAP S Mn Housing Finance Agency - 97,872
Transitional Housing - OEO S Mn Dept of Human Services-OEO - 75,775
Emergency Services Program S MN Department of Human
Services - 38,120
Long Term Homelessness S MN Dept of Human Svcs -
Mahube - 30,571
TSH - HUD 1508 F US Dept of Hsg & Urban Dev 14.267 43,819
United Way THP FN United Way - 3,341
MN Sure S MN Dept of Human Services - 22,994
Bremer Tax Assistance FN Otto Bremer Foundation 48,298
VITA - Tax F IRS 21.009 5,919
MN Dept of Revenue Tax Prep S MN Dept of Revenue - 11,353
United Way House Keys FN United Way - 23,353
Rapid Re-Housing 14.267 6,500
HECAT - FPAP S Mn Housing Finance Agency - 11,000
HECAT - Education S Mn Housing Finance Agency - 5,500
HECAT - Counseling S Mn Housing Finance Agency - 10,000
Renting 101 FN Region 4 South Adult Mental
Health - 2,499
HUD Housing Counseling F US Dept of Hsg & Urban Dev 14.169 10,000
MHFA Technology and Capacity S Mn Housing Finance Agency - 15,800
WCI Tax Clinic FN West Central Initiative - 5,000
EFSP Multi-County F EFSP 97.024 11,200
EFSP Douglas County F EFSP 97.024 3,128
Xcel HESP CIP SRC L Sustainable Resources Center - 2,400
MN Energy Resources SRC L Sustainable Resources Center - 92
WAP DOE A2500 F Mn Dept of Commerce 81.042 371,190
EAP/WX A2107 F Mn Dept of Commerce 93.568 484,805
Propane A2501 S Mn Dept of Commerce - 25,994
Halstad Municipal Utilities CIP L Halstad Municipal Utility - 2,829
EAP 16-17 F Mn Dept of Commerce 93.568 743,603
In Home F Land of Dancing Sky Area Agency
on Aging 93.044 12,784
Great Plains CIP L Great Plains - 8,871
Wild Rice Electric CIP L Wild Rice Electric - 1,671
Ottertail Power CIP L Ottertail Power - 37,390
Red River Valley Coop CIP L Red River Valley Coop - 42,272
Moorhead Public Service CIP L Moorhead Public Service - 2,690
Runestone Electric CIP L Runestone Electric - 39,873
Hawley Public Utilities CIP L Hawley Public Utilities - 2,829
Centerpoint SRC L Sustainable Resources Center - 39,770
Agralite Electric Coop CIP L Agralite Electric Coop - 5,152
Live Well At Home S MN Dept of Human Services-
Aging & Adult Services - 158,981
SNAP Outreach F MN Dept of Human Services 10.561 41,262
OJP Technology F MN Dept of Public Safety 16.575 2,629
MN State Bar Foundation FN MN State Bar Foundation - 943
United Way Plus Kids FN United Way Dgls & Pope Counties - 16,471
Office of Justice Plus Kids F MN Dept of Public Safety 16.575 64,000
Douglas County Parent Resource Program L Douglas County - 45,375
Page 14 of 19
Douglas County Plus Kids L Douglas County - 33,210
USDA Reimbursement F Mn Dept of Education 10.558 29,056
Client FAIM IV L Clients - 9
Douglas County Courthouse L Douglas County - 347
Douglas County HRA 1203 Jefferson St L Douglas Co HRA - 173
Douglas County HRA 608 Roosevelt St L Douglas Co HRA - 8,310
530 Depree Way, Glenwood L Glenwood Development Corp - 111,036
1375 Rosewood Lane SW Alex L Alex HRA - 181,546
995 Abbygail Drive Alex L Alex HRA - 19,286
Elbow Lake SCDP L City of Elbow Lake - 10,462
Clarissa SCDP L City of Clarissa - 8,958
Group Cares Camp Donations L Various - -
Wendell SCDP L City of Wendell - 14,000
Eagle Bend SCDP L City of Eagle Bend - 20,262
Self-Sufficiency Donations L Donations - 500
Morris Food Drop L Various - 4,500
Plus Kids Visitations L Fees, Donations, & Misc - 8,000
THP Rentals L Various - 1,600
Grant County Food Drop L Community Healthcare Aux - 3,000
ERR Inspections L Various - 2,200
Misc Energy Audits L Various - 16,000
Misc ROFW Donations L Misc. - 11,000
Total 9,615,519
L - Local F - Federal S - State FN - Foundation
Page 1 of 19
Attachment B
ACRONYMS AAP Affirmative Action Plan
ACYF Administration for Children, Youth and Families
ADA Americans with Disabilities Act
ARRA American Reinvestment Recovery Act
CA Community Action
CAA Community Action Agency
CA Duluth Community Action Duluth
CFDA Catalogue of Federal Domestic Assistance
CIP Conservation Improvement Program
CSBG Community Services Block Grant
DEED Department of Employment and Economic Development
DHHS Department of Health and Human Services
DHS Department of Human Services
DOE Department of Energy
EAP Energy Assistance Program
EAP/WX Energy Assistance Program Weatherization
ERR Energy Related Repair
ESGP Emergency Shelter Grant Program
FAIM Family Assets for Independence in Minnesota
FDIC Federal Deposit Insurance Corporation
FEMA Federal Emergency Management Agency
FES Family Education Success
FPAP Foreclosure Prevention Assistance Program
HECAT Homeownership Education Counseling and Training Fund
HESP Home Electric Savings Plan
HHS Health and Human Services
HPRP Homeless Prevention and Rapid Re-Housing Program
HRA Housing and Development Authority
HS Head Start
IDA Individual Development Accounts
MBA Minnesota Board on Aging
MDH Minnesota Department of Health
MHFA Minnesota Housing Finance Agency
MHP Minnesota Housing Partnership
MHSA Minnesota Head Start Association
MN Minnesota
MNCAG Minnesota Community Action Grant
MURL MN Urban & Homesteading Program
OMB Office of Management and Budget
OTP Ottertail Power
PVE Petroleum Violation Escrow
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RAP Ramsey Action Program
REA Runestone Electric Association
RFP Request for Proposal
ROFW Reach Out for Warmth
RSVP Retired and Senior Volunteer Program
SCDP Small Cities Community Development Program
T & TA Training & Technical Assistance
THP Transitional Housing Program
Tri-CAP Tri-County Community Action Program
USDA United States Department of Agriculture
WCI West Central Initiative
WCMCA West Central Minnesota Communities Action
WX Weatherization
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ATTACHMENT C
COST ANALYSIS
Staff Position Hourly Rate Total Cost
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Out of Pocket Expenses:
Total Cost for out of pocket expenses: $____________________
COST ITEM
Financial and Compliance Audit $____________
IRS Form 990 $____________
Data Collection Form $____________
Minnesota Charitable Organization Annual Report $____________
Total $____________
Is there any other information you would like to share with us?
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