Pathways to Prosperity

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SEF is looking for a skilled professional to develop and implement a comprehensive training program focused on enhancing the financial management capabilities of Tribal Colleges and Universities . The ideal candidate will have experience in educational program design and a strong understanding of financial management principles as they apply to educational institutions. The program should be tailored to address the unique challenges faced by Tribal Colleges and promote sustainable financial practices. We aim for an engaging curriculum that fosters skill development and empowers participants. This initiative, part of the Pathways to Prosperity initiative, will enhance TCU staff's ability to understand Generally Accepted Accounting Principles (GAAP), prepare for audits, and secure funding from both federal and private sources. The Pathways to Prosperity project will develop a comprehensive training program that equips TCU staff with the tools and knowledge necessary for successful financial management and audit preparation. This program will be designed to enhance TCU competence as grantees for both federal and private funding sources, supporting their long-term success and sustainability. III. Scope of Services The selected vendor will be responsible for developing and delivering the following services: 1. Training Program Development o Create a robust training program tailored to the specific needs of Tribal Colleges and Universities (TCUs). o The program must include: Workshops on Generally Accepted Accounting Principles (GAAP) for staff at varying levels of experience. Seminars on audit preparation, compliance, and best practices for managing audits successfully. Resources for ongoing learning and development including materials for continual reference. 2. Training Materials Development o Develop and distribute training manuals, guides, and other supporting resources, which may include a combination of newly created materials and compiled prior resources. o Provide digital resources for easy distribution among TCU staff. 3. Ongoing Support and Follow-Up o Ensure the training program includes a framework for ongoing consultation or support services post-training. Proposals must include the following: • A brief overview of the company/organization and relevant experience • A detailed description of the proposed training program, including topics, structure, and methods of delivery • A timeline of milestones and deliverables • A breakdown of the budget, including costs associated with program development, delivery, and materials • A list of personnel who will be involved in the project, along with their qualifications and relevant experience • Examples of previous work or case studies demonstrating successful training program development and implementation • References from previous clients or partners, if available VII. Evaluation Criteria Proposals will be evaluated based on the following criteria: 1. Relevance and Quality of the Proposed Program (30%) o How well the proposed program addresses the needs of Tribal Colleges and Universities, particularly with regard to GAAP understanding and audit preparedness. o The quality and comprehensiveness of the training materials. 2. Experience and Qualifications (25%) o Experience in developing and delivering training programs for organizations or educational institutions, particularly in fiscal management or compliance training. o Expertise in working with nonprofit organizations or higher education institutions, ideally with TCUs. 3. Cost-Effectiveness and Budget (25%) o The proposal’s alignment with the estimated budget and a clear breakdown of costs. 4. Implementation Plan and Timeline (20%) o The clarity and feasibility of the proposed timeline, with realistic milestones and deliverables. Selection Process SEF will review all proposals and select a vendor based on the evaluation criteria outlined above. The selected vendor will be notified by early July 2025, and contracts will be finalized by mid- July. SEF reserves the right to request further clarification or modifications to any proposals before making a final decision.

Keyword: Content Review

Price: $20.0

Content Writing Finance & Accounting Microsoft Excel Presentations Accounting Principles & Practices Accounting Basics Accounting