Otsego County - Professional Auditing Services - RFP No. 2026-15 (2026)
Otsego CountyCounty · Otsego County, MI- Due
- Oct 26, 2026
- 11 days left
- Posted
- Oct 6, 2026
- Contract term
- 3 years
- Primary contact
- Morgan Kwapis
- (989) 731-7527
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THE 30-SECOND BRIEF
Otsego County, Michigan seeks proposals from qualified independent certified public accounting firms to provide professional auditing services for the fiscal years ending December 31, 2026 through 2028, with optional renewals for 2029 and 2030. The scope includes financial statement audits, Government Auditing Standards compliance, Single Audit services under 2 CFR 200 Subpart F, financial report preparation assistance, and SEFA compilation. Proposals are due by October 26, 2026, at 10:00 a.m. Submission requires six signed technical proposals and six separate cost proposals delivered to the Otsego County Finance Department in Gaylord, MI. Evaluation criteria emphasize Michigan county audit experience, team qualifications and continuity, audit approach, and pricing.
Independent auditor’s report and complete annual financial report in accessible electronic PDF format including F65; Reports required by Government Auditing Standards; Single Audit reporting package, Schedule of Findings and Questioned Costs, And data collection form assistance; Management letter with recommendations and responses; Schedule of proposed and passed audit adjustments; Required governance communications; Final electronic files suitable for County posting and regulatory submission
Michigan governmental/county audit experience (20), Qualifications and continuity of assigned team (15), Audit approach and technical methodology (20), Understanding of Otsego County and engagement risks (10), Staffing, availability, and ability to meet schedule (10), Communication and year-round support (5), References and past performance (5), Price and overall value (15)
SUMMARY
Otsego County, Michigan seeks proposals from qualified independent certified public accounting firms to provide professional auditing services for the fiscal years ending December 31, 2026 through 2028, with optional renewals for 2029 and 2030.
The scope includes financial statement audits, Government Auditing Standards compliance, Single Audit services under 2 CFR 200 Subpart F, financial report preparation assistance, and SEFA compilation. Proposals are due by October 26, 2026, at 10:00 a.m. Submission requires six signed technical proposals and six separate cost proposals delivered to the Otsego County Finance Department in Gaylord, MI. Evaluation criteria emphasize Michigan county audit experience, team qualifications and continuity, audit approach, and pricing.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
7- Independent auditor’s report and complete annual financial report in accessible electronic PDF format including F65
- Reports required by Government Auditing Standards
- Single Audit reporting package, Schedule of Findings and Questioned Costs, And data collection form assistance
- Management letter with recommendations and responses
- Schedule of proposed and passed audit adjustments
- Required governance communications
- Final electronic files suitable for County posting and regulatory submission
REQUIRED ATTACHMENTS
9- Responsiveness Checklist (Appendix A)
- Certifications and Disclosures (Appendix B)
- Cost Proposal (Appendix C)
- Michigan CPA firm/license information
- Independence certification and conflict disclosures
- Recent peer review report and related response
- Comparable governmental references
- Assigned-team resumes and continuity plan
- Multi-year work plan and schedule
REQUIRED STAFFING
6- Submit to
- Otsego County Finance Director, 225 W. Main Street, Suite 203, Gaylord, MI 49735
- Duration
- 60 months
- Scope location
- Gaylord, MI
Questions about this RFP
How do I respond to this RFP from Otsego County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 26, 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: Otsego County Finance Director, 225 W. Main Street, Suite 203, Gaylord, MI 49735. For questions, contact Morgan Kwapis.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Otsego County in MI, 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 Morgan Kwapis at (989) 731-7527. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: Partner, Manager, Senior, Staff, IT specialist, Other specialist. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Independent auditor’s report and complete annual financial report in accessible electronic PDF format including F65; Reports required by Government Auditing Standards; Single Audit reporting package, Schedule of Findings and Questioned Costs, And data collection form assistance; Management letter wi. Proposals should clearly address how each deliverable will be met.
Can I search RFPs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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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: "Michigan governmental/county audit experience (20), Qualifications and continuity of assigned team (15), Audit approach and technical methodology (20), Understanding of Otsego County and engagement ri..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Otsego County?
All active and historical solicitations from Otsego County are tracked and searchable. As a county agency, Otsego County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of October 26, 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: Responsiveness Checklist (Appendix A); Certifications and Disclosures (Appendix B); Cost Proposal (Appendix C); Michigan CPA firm/license information; Independence certification and conflict disclosur. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Otsego County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Gaylord, MI. Review the full solicitation for detailed scope requirements.