INTRODUCTION
AND TIMELINE
At [INSERT HOA NAME], we are soliciting bids from area CPAs to provide
audit and tax services for our association. The request for proposal timeline,
description of our community, services needed, and other pertinent information is
included below. Your response will be held in the strictest of confidence.
Timeline Dates
We look forward to receiving your bid pursuant to this request for proposal
for services by [INSERT DATE AND TIME]. Please return your comprehensive
response to:
• [INSERT HOA CONTACT NAME]
• [INSERT HOA ADDRESS]
• [INSERT HOA CITY, STATE, ZIP CODE]
As with any request for proposal of this type, the board of directors of the
association is the decision-maker in contracting for services. Once all the
proposals are received and reviewed, the board may request a limited number of
CPAs to interview directly with the board on [INSERT DATE].
The final selection for CPA engagement will be voted upon by the board at its
meeting on [INSERT DATE].
