The purpose of this Request for Proposal (RFP) is to solicit proposals from a qualified facilitator who can develop comprehensive training that will support new DLIR fiscal staff in being able to understand and navigate the fiscal accounting, financial management, and budgeting process for WIOA, as well as update DLIR’s fiscal operations manual to ensure it complies with WIOA requirements. The training shall include best practices, policy clarifications, and CFRs, as well as the following: Defining WIOA funding streams, explaining the allocations and timing of disbursements, funding parameters, allowable vs. disallowable costs, and relevant fiscal CFRs. Outlining a simplistic guide to WIOA financials for all staff levels, to include navigating the CFR and basic accounting principles. Identifying and sharing best practices for obligating funds, budgeting, forecasting, and tracking expenditures. Explaining reporting requirements. Offering insight into the external fiscal monitoring process and best practice options for internal use. Deliverables will include: (1) preparatory training including the training outline and any pre-work; (2) an advance meeting with the State of Hawaii Workforce Development Council (WDC) Executive Director, State of Hawaii Department of Labor and Industrial Relations Administrative Services Officer and Workforce Development Division Administrator to review training plans and the training outline; (3) training outline and proposed schedule; (4) execution of the training on-site; and (4) updated fiscal operations manual.
