1. CPA Consulting Services Pre-Bid Conference 11/28/2007 1:30pm Heartland Works Admin Office

2. Purpose Qualified CPA firms/individuals –Consulting services Technical advice Recommendations for “best practices” Help maintain compliance – accounting, tax, finance & benefit plans

3. Submission of Proposals Unbound – just stapled Format in Section IV of RFP Due by 3:00 pm Thursday, 12/13/07 to admin office “SEALED CPA CONSULTING PROPOSAL” Name & telephone # of contact person

4. Technical Information Requests Submitted via email to phylm@heartlandworks.org no later than 3:00 pm on 12/6/07 phylm@heartlandworks.org Subject line: CPA RFP Technical Request Responses will be posted on www.heartlandworks.org by 5:00 pm on Monday, 12/10/07. www.heartlandworks.org

5. Evaluation of Proposals Evaluation Sheet included as Attachment A of RFP Scored by staff and finalists selected for interviews Interviews week of 12/17-12/21 and final selection made based on interviews

6. Contract Period One year term effective 1/1/08 Option to extend for two additional one- year periods

7. Scope of Services Consulting services –Technical accounting advice –Recommendations for “best practices” –Assist with compliance issues Accounting Tax Finance Benefit plans

8. Scope of Services (cont.) May include but not be limited to: –Financial reporting –Accounting records & source documentation Increase electronic systems usage – reduce paper Streamline processes and increase efficiency –Internal Controls Improve written policies & procedures Improve processes –Payroll, inventory, contract management & monitoring

9. Scope of Services (cont.) –Diversifying Funding Sources Fund Raising Fee-for-Service –Cost Allocation Methodologies

10. Heartland Works – the organization 501(c)(3) incorporated 1985 Primary source of funding: –Workforce Investment Act received by U.S.DOL through KS Dept of Commerce –Approximately 3.1 million per year Heartland Works’ board is the Local Area II Workforce Investment Board incorporated to carry out the provisions of the WIA funds Heartland Works is the grant recipient, administrative entity and one-stop operator for Local Area II

11. Info for Proposal Organization/Local Office Technical Qualifications –Describe organization –Provide references - three current clients Individual Staff Technical Qualifications –Describe experience of staff assigned to project –Mention any experience with WIA or Kintera Fundware software Approach Price Other Info

12. Attachments A – Evaluation Sheet B – Contractual Provisions Attachment C – Certification Regarding Debarment D – Certification Regarding Lobbying

13. Due Date THURSDAY, 12/13/07 3:00 P.M.

14. Questions?