The Whole Person, Inc. (TWP) is a non-profit, consumer-controlled Center for Independent Living (CIL), led and supported by individuals with significant disabilities, including board members, staff and volunteers.  As a CIL, more than 51% of TWP’s employees have a disability. Founded in 1978, TWP connects people with disabilities to resources, supports independent choice, and advocates for community change.

 Organizational Details

• Headquarters: 3710 Main Street, Kansas City, MO 64111
• Kansas Office: 650 Minnesota Ave, Kansas City, KS 66101
• Home Health Office: 1211 N Belt Hwy, St. Joseph, MO 64506
• Approximately 105 current employees; more than 51% identify as having a disability
• Fiscal year ends September 30
• Receives federal and state funding subject to 2 CFR 200 (Uniform Guidance)
• TWP, Inc. and TWP Foundation, Inc. are separate legal entities requiring consolidated reporting

 Service Area

TWP supports individuals with physical, sensory, and mental disabilities through free programs for those with significant disabilities.  TWP serves the following counties:

• Missouri:  Andrew, Atchison, Buchanan, Cass, Clay, Clinton, DeKalb, Gentry, Holt, Jackson, Nodaway, Platte and Worth counties.
• Kansas:  Johnson, Leavenworth and Wyandotte counties.

 Why Audit Quality Matters for TWP

TWP operates at the intersection of federal grant compliance, healthcare delivery (Home Health/Medicare), and disability services. The organization's auditor must understand the regulatory requirements specific to each of these areas. Accurate financial reporting, proper grant cost allocation, and timely Medicare cost report filing directly affect TWP's ability to sustain operations and serve its community. TWP seeks an audit partner who brings relevant experience, not just technical competence.

 Current Audit Engagement

TWP currently engages a regional CPA firm for the following services:

 This RFQ covers all four service lines.  Respondents should propose fees for each service individually. 

 Financial Profile

The following information is provided to assist firms in sizing their engagement:

 

 

 

2.1 Purpose

TWP is soliciting statements of qualifications and fee proposals from certified public accounting firms to provide audit and related services. This RFQ is issued in accordance with TWP's financial policies and 2 CFR 200.509 (Auditor Selection) under the Uniform Guidance.

2.2 Scope of Services

The selected firm will provide the following services for the fiscal year ending September 30, 2026, with options to renew annually:

1. Financial Statement Audit: Audit of the consolidated financial statements of TWP, Inc. and TWP Foundation, Inc. in accordance with Generally Accepted Auditing Standards (GAAS). Includes consolidated statements of financial position, activities, functional expenses, and cash flows.
2. Form 990 Preparation: Preparation of IRS Form 990 for TWP, Inc. and Form 990 for TWP Foundation, Inc.
3. Medicare Cost Report: Compilation of the Medicare cost report for TWP Home Health operations.
4. VR Examination: Attestation engagement examining TWP's compliance with Missouri Division of Vocational Rehabilitation Independent Living Center Audit Parameters.

Firms must demonstrate capability to deliver all four service lines. Proposals that address only a subset of services will be evaluated accordingly but may receive a lower score than proposals covering the full scope.

2.3 Contract Term

The initial engagement is for one year (FY ending September 30, 2026), with options to renew annually at the mutual agreement of both parties. TWP reserves the right to terminate the engagement with 60 days written notice.

2.4 Single Audit Status

TWP does not currently undergo a Single Audit but has in the past. Federal expenditure levels may fluctuate. Firms that maintain compliance with Government Auditing Standards (Yellow Book/GAGAS) will receive preference in the evaluation, but GAGAS compliance is not a mandatory qualification for this RFQ.

As a recipient of federal funding, TWP's procurement process is subject to 2 CFR 200 (Uniform Guidance).  All respondents must comply with the following:

 3.1 Mandatory Disclosures (2 CFR 200.113)

The selected firm must promptly disclose, in writing, to the Federal awarding agency, its Office of Inspector General, and any applicable pass-through entity, any credible evidence of violations of Federal criminal law involving fraud, conflict of interest, bribery, or gratuity violations; violations of the civil False Claims Act; or any integrity or performance issues required to be reported under 2 CFR Appendix XII (FAPIIS).

3.2 Conflict of Interest (2 CFR 200.318(c))

Respondents must disclose any potential conflicts of interest, including organizational and personal conflicts prohibited under 2 CFR 200.318, Missouri conflict-of-interest statutes (RSMo 105.452), and Kansas conflict-of-interest statutes (K.S.A. 46-215 et seq.). TWP reserves the right to determine whether a disclosed conflict is disqualifying.

3.3 Debarment and Suspension (2 CFR 200.214)

Respondents must certify that neither they nor their principals are debarred, suspended, or otherwise excluded from participation in Federal assistance programs, and are not listed on the SAM.gov Exclusions database.

3.4 Non-Discrimination

Respondents must comply with all applicable Federal, Missouri, and Kansas non-discrimination laws, including Title VI and VII of the Civil Rights Act, Missouri Human Rights Act (RSMo 213), and the Kansas Act Against Discrimination (K.S.A. 44-1001 et seq.).

3.5 Required Federal Contract Provisions (2 CFR 200.327; Appendix II)

The resulting contract will include all applicable provisions required by 2 CFR Part 200, Appendix II, including but not limited to Equal Employment Opportunity (41 CFR 60-1.4), record retention and access requirements, and remedies, termination, and administrative requirements.

3.6 State Procurement Compliance

This solicitation complies with Missouri Revised Statutes Chapter 34, 1 CSR 40-1, and applicable requirements of the Missouri Office of Administration, Division of Purchasing. This solicitation also complies with Kansas Procurement Statutes, including K.S.A. 75-3739, K.S.A. 75-37,102, and applicable regulations of the Kansas Department of Administration, Office of Procurement and Contracts.

3.7. Right to Reject

TWP reserves the right to reject any or all responses, waive informalities, and select the firm that best serves the interests of the organization.

4.1 How to Respond

Responses must be submitted electronically via the TWP Audit Services RFQ Jotform submission portal. All questions must be answered and all required documents uploaded through the portal.

Deadline: Friday, April 10, 2026 at 5:00 PM CST. Late submissions will not be accepted.

4.2 Intent to Bid (Optional)

Firms intending to submit a response should notify Brass Pinnacle Group by email (info@brasspinnaclegroup.com) by Friday, April 10, 2026. While not mandatory, this helps TWP plan the evaluation process and ensures you receive all RFQ communications and updates, including the compiled Q&A.

4.3 Questions

All questions must be submitted in writing to info@brasspinnaclegroup.com by Friday, April 3, 2026 at 5:00 PM CST. Reference RFQ TWP-2026-002 in the subject line. Questions and responses will be compiled and distributed to all prospective respondents by Wednesday, April 8, 2026.

4.4 Submission Requirements

Proposals, including answering all questions and completing all forms, must be submitted electronically via Jotform by Friday, April 10, 2026 at 5:00 PM CST. Late submissions will not be accepted.

The Jotform submission portal contains three types of required content:

1. Questions answered directly in the Jotform (with word count limits noted for each question)
2. Fillable PDF forms linked within the Jotform. Complete, save, and upload back through the portal.
3. External documents provided by the respondent (insurance certificates, licenses, peer review report, etc.), uploaded as PDFs through the portal.

Click the link in the Jotform for the Experience and Client References fillable PDF. Once complete, you may "Preview PDF" for your review and download, before submitting. Once submitted, you will receive a copy of the Experience and Client References PDF in your email. You must upload the document in the "UPLOAD DOCUMENTS" section.

 CLICK BELOW:

EXPERIENCE AND CLIENT REFERENCES

Q17. Provide names, titles, professional designations (CPA, CGMA, CFE, etc.) and brief professional biographies (education, experience, tenure with company) for ALL team members who would work on this account.

 

Click the link in the Jotform for the Account Team Expertise fillable PDF. Once complete, you may "Preview PDF" for your review and download, before submitting. Once submitted, you will receive a copy of the Account Team Expertise PDF in your email. You must upload the document in the "UPLOAD DOCUMENTS" section.

 

CLICK BELOW:

ACCOUNT TEAM EXPERTISE FORM

 

 

 

Q18. Provide a copy of your firm's most recent external peer review report, including the letter of comment and any corrective actions taken. If your firm maintains GAGAS (Yellow Book) compliance, indicate this and provide the GAGAS peer review separately, if applicable. Upload in the "UPLOAD DOCUMENTS" section. (Required per 2 CFR 200.509)

Click the link in the Jotform for the Fee Proposal fillable PDF. Once complete, you may "Preview PDF" for your review and download, before submitting. Once submitted, you will receive a copy of the Fee Proposal PDF in your email. You must upload the document in the "UPLOAD DOCUMENTS" section.

 

 

CLICK BELOW:

FEE PROPOSAL FORM 

 

 

Upload all required forms and documents in PDF format.  Adhere to the naming convention below: 

TWP_AuditServices_[Attachment Name]_[Firm Name].pdf

Files to be uploaded:

Responses will be evaluated by TWP's Board Finance Committee, which includes the Executive Director, Deputy Director, Chief Financial Officer, and Director of Operations. Per 2 CFR 200.509, evaluation must consider responsiveness, relevant experience, staff qualifications, peer review results, and price. Responses will be scored using the following criteria:

TWP may request finalist interviews with the top-ranked firms. Final selection will be based on the combination of written qualifications, fee proposals, and interview performance (if applicable).

 

TWP may request finalist interviews with the top-ranked firms. Final selection will be based on the combination of written qualifications, fee proposals, and interview performance (if applicable).

• Pricing Validity: Fee proposals must remain valid for 120 days from the submission deadline.
• Public Records: Responses may be subject to disclosure under applicable public records laws. Respondents should clearly mark any proprietary or confidential information.
• Cost of Response: TWP is not responsible for any costs incurred by respondents in preparing or submitting responses to this RFQ.
• HIPAA Compliance: The selected firm will be required to execute a Business Associate Agreement (BAA) with TWP due to the nature of Home Health operations.
• Record Retention: The selected firm must maintain audit workpapers and supporting documentation in accordance with applicable professional standards and 2 CFR 200 record retention requirements.
• Insurance Requirements: The selected firm must maintain Professional Liability Insurance (minimum $1,000,000 per occurrence) and Commercial General Liability Insurance (minimum $1,000,000 per occurrence) for the duration of the engagement.

 

CONTACT INFORMATION
For questions about this RFQ:

Email: info@brasspinnaclegroup.com

Subject Line: RFQ TWP-2026-002

 For submission:

All responses must be submitted via the Jotform portal. 

 This RFQ is issued on behalf of The Whole Person, Inc. by Brass Pinnacle Group, procurement consultants.

 

Appendix A: Insurance Certificates
Include current certificates of insurance showing:

• Professional Liability Insurance: Minimum $1,000,000 per occurrence
• Commercial General Liability: Minimum $1,000,000 per occurrence

 

Appendix B: Professional Licenses & Certifications
Include copies of:

• CPA licenses for all states where TWP employees are located (Missouri, Kansas)
• Professional designations and certifications referenced in the response
• Any relevant firm-level accreditations or certifications held by firm

 

Appendix C: Certificate of Good Standing
Include copy of:

• Current, unexpired Certificate of Good Standing from the Missouri Secretary of State (or state of incorporation if not Missouri)
  
  

Appendix D: Certification Regarding Debarment Form

Click the link in the Jotform for the Certification Regarding Debarment fillable PDF. Once complete, you may "Preview PDF" for your review and download, before submitting. Once submitted, you will receive a copy of the Certification Regarding Debarment PDF in your email. You must upload the document in the "UPLOAD DOCUMENTS" section.

CLICK BELOW:

CERTIFICATION RE: DEBARMENT FORM