City of Charles Town Municipal Finance Procedures & Policies Manual RFP 2026
City of CharlesCity · Charles Town, WV- Due
- Sep 15, 2026
- Deadline passed
- Posted
- Aug 12, 2026
The 30-second brief
The City of Charles Town, West Virginia, is seeking proposals from qualified management consulting or CPA firms to research, draft, and deliver a customized Finance Procedures and Policies Manual. The scope of work covers six core pillars: Budgeting & Financial Planning, Financial Reporting, Internal Controls Framework, General Fund Management, Capital Improvement Fund, and Purchasing & Procurement. The final deliverable must align with federal standards, West Virginia State Code, and WVSAO regulations. Proposals must include a project methodology, work plan, timeline, and a separately sealed cost proposal. The submission deadline is September 15, 2026, at 5:00 PM, with a target project kickoff of October 1, 2026. Firms must obtain a City Business License prior to beginning work.
Finance Procedures and Policies Manual, Initial drafts, Final presentation to City Council
Technical Expertise & Experience (35%), Project Approach & Methodology (25%), Project Timeline & Feasibility (15%), Client References (10%), Cost Proposal (15%)
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Summary
The City of Charles Town, West Virginia, is seeking proposals from qualified management consulting or CPA firms to research, draft, and deliver a customized Finance Procedures and Policies Manual.
The scope of work covers six core pillars: Budgeting & Financial Planning, Financial Reporting, Internal Controls Framework, General Fund Management, Capital Improvement Fund, and Purchasing & Procurement. The final deliverable must align with federal standards, West Virginia State Code, and WVSAO regulations. Proposals must include a project methodology, work plan, timeline, and a separately sealed cost proposal. The submission deadline is September 15, 2026, at 5:00 PM, with a target project kickoff of October 1, 2026. Firms must obtain a City Business License prior to beginning work.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
3- Finance Procedures and Policies Manual
- Initial drafts
- Final presentation to City Council
REQUIRED ATTACHMENTS
6- Cover Letter & Executive Summary
- Qualifications & Core Experience
- Project Methodology
- Work Plan & Timeline
- Professional References
- Cost Proposal (Sealed Separately)
- Scope location
- Charles Town, WV
- Reported agency
- City of Charles Town
Questions about this RFP
How do I respond to this RFP from City of Charles?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 15, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Charles in WV, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
What are the key deliverables?
The solicitation specifies the following deliverables: Finance Procedures and Policies Manual, Initial drafts, Final presentation to City Council. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Technical Expertise & Experience (35%), Project Approach & Methodology (25%), Project Timeline & Feasibility (15%), Client References (10%), Cost Proposal (15%)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Charles?
All active and historical solicitations from City of Charles are tracked and searchable. As a city agency, City of Charles regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Cover Letter & Executive Summary, Qualifications & Core Experience, Project Methodology, Work Plan & Timeline, Professional References, Cost Proposal (Sealed Separately). Review the full document from City of Charles for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Charles Town, WV. Review the full solicitation for detailed scope requirements.