Civic IQ
RFPCLOSED

Fiscal Year-End Financial Consulting Services

Appomattox County, Appomattox County, VA·County
Mar 04, 2024
Posted Date
Mar 28, 2024
Submission Deadline
John Spencer
3 year term
Appomattox, Virginia

Summary

Appomattox County is soliciting proposals from qualified firms to provide fiscal year-end financial consulting and advisory assistance. Services include comparing balance sheet accounts, reconciling fund balances, preparing adjusting entries, performing reconciliations of federal and state funding, assisting with depreciation systems, preparing adjustments for debt service payments, obtaining retirement system data, summarizing lease and IT assets, and assisting with GASB pronouncements.

Required Attachments

Letter of Transmittal, Vendor Profile & References (Form A), Offeror Certification Statement (Form B), State Corporation Commission Form (Form C), Insurance Checklist (Form D), Non-Collusion Statement (Form E), Acknowledgement of Addenda (Form F), Subcontractor Form (Form G), General Terms and Conditions (Form H), Costs (Form I)

Section 4.2 — Scope of Services and Deliverables

The selected vendor shall provide all labor, materials, equipment, and supervision necessary to perform the services described herein. Work shall commence within fifteen (15) calendar days of the Notice to Proceed and shall be completed within the timeframe specified in the project schedule attached as Exhibit B.

Proposals must include a detailed implementation timeline, staffing plan with key personnel qualifications, and three (3) references from comparable government engagements completed within the past five years. Evaluation will be based on technical approach (40%), experience and qualifications (30%), cost proposal (20%), and small business participation plan (10%).

Source Document Available

The full solicitation document, attachments, and evaluation details are available on Civic IQ. Book a demo to get access.

Frequently Asked Questions

How do I respond to this RFP from Appomattox County?

To respond, review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 28, 2024. For questions, contact John Spencer.

Where can I find more RFPs from Appomattox County?

Civic IQ tracks all active and historical solicitations from Appomattox County. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts — giving you a complete picture of the procurement landscape.

What is the contract term for this solicitation?

The anticipated contract term is 3 years. Contract terms may include renewal options. Review the full solicitation document for details on renewal periods, performance benchmarks, and termination clauses.

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 or licenses, past performance references, and any forms or attachments specified in the solicitation. Review the full document from Appomattox County for the complete list of required submissions.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Appomattox County in VA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Some solicitations include set-aside provisions or evaluation preferences for these firms. Check the full solicitation for any small business participation goals or requirements.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This process typically includes an initial compliance check, technical evaluation, cost analysis, and may involve oral presentations or interviews with shortlisted vendors. The timeline from submission to award varies but usually takes several weeks to months.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact for this solicitation is John Spencer. Questions and answers are typically shared with all prospective bidders to ensure fairness. Check the solicitation for the question submission deadline and process.

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