City of Charles Town - Professional Accounting and Financial Reporting Services - 2026
City of CharlesCity · Charles Town, WV- Due
- Nov 30, 2026
- 27 days left
- Posted
- Oct 28, 2026
- Primary contact
- Lnice
The 30-second brief
The City of Charles Town, West Virginia, requests proposals from qualified Certified Public Accountant (CPA) firms or financial consulting professionals to provide comprehensive professional accounting and financial reporting services. The selected firm will act as an expert resource for the City's Finance Department and Management team, ensuring compliance with local, state, and federal reporting requirements including GASB, SSARSs, GAAS, AICPA, Yellow Book, GAO, and OMB Uniform Guidance. Scope of work encompasses general accounting and closing procedures, trial balance reviews, account reconciliation, AP clearing accounts, monthly and annual closings, fixed assets and capital project ledgers, financial statement preparation including the Charles Town Utility Board, standards implementation, advisory services, fee and charge reviews, audit preparation, and meeting attendance. Proposals are due by November 30, 2026, at 5:00 PM EST, to be submitted to City offices at 101 E. Washington Street, Charles Town, WV 25414 or via email to [email protected].
Financial analysis and trial balance reviews; account reconciliation for balance sheet accounts, AP clearing accounts, Accounts payable, And general ledger accounts; record examination; monthly and annual financial closings; general ledger deferral and accrual adjustments; fixed asset ledger and capital project summaries; regulatory compliance procedures under GASB, SSARSs, GAAS, AICPA, Yellow Book, GAO, And OMB Uniform Guidance; annual financial statement preparation and note disclosures including component units; implementation of new accounting standards; general financial technical assistance; special projects assigned by City Manager; financial analytical support for System Development Charges and Master Fee Schedule updates; independent audit preparation
Technical experience of the firm in municipal finance and GASB compliance (30%), Qualifications, licensing, and expertise of the specific staff assigned to the City (30%), Clear understanding of the scope, demonstrated via the proposed work plan (20%), Cost competitiveness and structural transparency of the fee proposal (20%)
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Summary
The City of Charles Town, West Virginia, requests proposals from qualified Certified Public Accountant (CPA) firms or financial consulting professionals to provide comprehensive professional accounting and financial reporting services.
The selected firm will act as an expert resource for the City's Finance Department and Management team, ensuring compliance with local, state, and federal reporting requirements including GASB, SSARSs, GAAS, AICPA, Yellow Book, GAO, and OMB Uniform Guidance. Scope of work encompasses general accounting and closing procedures, trial balance reviews, account reconciliation, AP clearing accounts, monthly and annual closings, fixed assets and capital project ledgers, financial statement preparation including the Charles Town Utility Board, standards implementation, advisory services, fee and charge reviews, audit preparation, and meeting attendance. Proposals are due by November 30, 2026, at 5:00 PM EST, to be submitted to City offices at 101 E. Washington Street, Charles Town, WV 25414 or via email to [email protected].
EVALUATION CRITERIA
Technical experience of the firm in municipal finance and GASB compliance (30%), Qualifications, licensing, and expertise of the specific staff assigned to the City (30%), Clear understanding of the scope, demonstrated via the proposed work plan (20%), Cost competitiveness and structural transparency of the fee proposal (20%)
REQUIRED DELIVERABLES
13- Financial analysis and trial balance reviews
- Account reconciliation for balance sheet accounts, AP clearing accounts, Accounts payable, And general ledger accounts
- Record examination
- Monthly and annual financial closings
- General ledger deferral and accrual adjustments
- Fixed asset ledger and capital project summaries
- Regulatory compliance procedures under GASB, SSARSs, GAAS, AICPA, Yellow Book, GAO, And OMB Uniform Guidance
- Annual financial statement preparation and note disclosures including component units
- Implementation of new accounting standards
- General financial technical assistance
- Special projects assigned by City Manager
- Financial analytical support for System Development Charges and Master Fee Schedule updates
- Independent audit preparation
REQUIRED ATTACHMENTS
7- Title Page & Executive Summary
- Firm Qualifications & Experience
- Staffing & Team Bios
- Work Plan & Methodology
- Cost Proposal
- References
- Engagement Letter
- Submit to
- 101 E. Washington Street, Charles Town, WV 25414 or via email to [email protected]
- 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 November 30, 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. Submissions should be delivered to: 101 E. Washington Street, Charles Town, WV 25414 or via email to [email protected]. For questions, contact Lnice.
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.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Lnice. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Financial analysis and trial balance reviews; account reconciliation for balance sheet accounts, AP clearing accounts, Accounts payable, And general ledger accounts; record examination; monthly and annual financial closings; general ledger deferral and accrual adjustments; fixed asset ledger and cap. 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 experience of the firm in municipal finance and GASB compliance (30%), Qualifications, licensing, and expertise of the specific staff assigned to the City (30%), Clear understanding of the s..." 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.
Is this solicitation still open for submissions?
Based on the posted deadline of November 30, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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: Title Page & Executive Summary, Firm Qualifications & Experience, Staffing & Team Bios, Work Plan & Methodology, Cost Proposal, References, Engagement Letter. 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.