Sunset Empire Transportation District Finance Management Services RFP 2026-001
Sunset Empire Transportation DistrictSpecial District · Astoria, OR- Due
- Oct 9, 2026
- Deadline passed
- Posted
- Sep 29, 2026
- Duration
- 8 months
- Primary contact
- David Carr
- (503) 581-5399
The 30-second brief
Sunset Empire Transportation District is requesting proposals for finance management, accounting, financial remediation, financial reporting, grant reimbursement, audit support, and related finance department services under RFP No. 2026-001. The scope covers balance-sheet and health insurance reconciliations, payroll and Frances Online reconciliation, AP aging, separation-of-duties review, AccuFund reporting, bank and general-ledger reviews, monthly Board financial reports, cash-flow projections, state ODOT loan and grant reporting, federal Section 5310 and 5311 reimbursements, tax filing assistance, and NTD/NWOTA reporting. Proposals are due by October 9, 2026, at 5:00 PM and should be submitted electronically to [email protected]. The contract term spans from October 19, 2026, to June 30, 2027. Evaluation criteria include qualifications and relevant experience (25%), understanding and approach (25%), proposed personnel (15%), governmental/FTA experience (10%), and cost and value (25%).
Balance-sheet reconciliation, Health insurance reconciliation, Payroll and Frances Online reconciliation, Oregon Department of Revenue matters, AP aging, Separation-of-duties review, Finance procedures and documentation, AccuFund reporting, Audit adjustments and preparation, Bank reconciliations, General-ledger review, Monthly Board financial statements and reporting including full incorporation of budget status, Reconciled GL and reoccurring cash-flow projections, Payroll review, Accounts-payable support, State - ODOT loan and grant reimbursement reporting, Federal - Section 5310 and 5311 reimbursements reporting and processing, Tax and required government filing assistance, Biennium draw model, Funding allocation / FY 27 planning memorandum, Budget support, NTD reporting, NWOTA reporting, Regulator and Report Audit findings and response coordination, Close out summary
Qualifications and relevant experience 25, Understanding and approach 25, Proposed personnel 15, Governmental/FTA experience 10, Cost and value 25
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Summary
Sunset Empire Transportation District is requesting proposals for finance management, accounting, financial remediation, financial reporting, grant reimbursement, audit support, and related finance department services under RFP No. 2026-001.
The scope covers balance-sheet and health insurance reconciliations, payroll and Frances Online reconciliation, AP aging, separation-of-duties review, AccuFund reporting, bank and general-ledger reviews, monthly Board financial reports, cash-flow projections, state ODOT loan and grant reporting, federal Section 5310 and 5311 reimbursements, tax filing assistance, and NTD/NWOTA reporting. Proposals are due by October 9, 2026, at 5:00 PM and should be submitted electronically to [email protected]. The contract term spans from October 19, 2026, to June 30, 2027. Evaluation criteria include qualifications and relevant experience (25%), understanding and approach (25%), proposed personnel (15%), governmental/FTA experience (10%), and cost and value (25%).
EVALUATION CRITERIA
5- Qualifications and relevant experience 25
- Understanding and approach 25
- Proposed personnel 15
- Governmental/FTA experience 10
- Cost and value 25
REQUIRED DELIVERABLES
Balance-sheet reconciliation, Health insurance reconciliation, Payroll and Frances Online reconciliation, Oregon Department of Revenue matters, AP aging, Separation-of-duties review, Finance procedures and documentation, AccuFund reporting, Audit adjustments and preparation, Bank reconciliations, General-ledger review, Monthly Board financial statements and reporting including full incorporation of budget status, Reconciled GL and reoccurring cash-flow projections, Payroll review, Accounts-payable support, State - ODOT loan and grant reimbursement reporting, Federal - Section 5310 and 5311 reimbursements reporting and processing, Tax and required government filing assistance, Biennium draw model, Funding allocation / FY 27 planning memorandum, Budget support, NTD reporting, NWOTA reporting, Regulator and Report Audit findings and response coordination, Close out summary
REQUIRED ATTACHMENTS
9- Firm Qualifications and Experience
- Understanding of SETD's Needs
- Proposed Approach
- Key Personnel
- Relevant References
- Hourly Rates
- Estimated Cost for Financial Remediation
- Estimated Annual Cost for Ongoing Services
- Any assumptions or exclusions
- Submit to
- [email protected]
Questions about this RFP
How do I respond to this RFP from Sunset Empire Transportation District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 9, 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: [email protected]. For questions, contact David Carr.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Sunset Empire Transportation District in OR, 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 David Carr at (503) 581-5399. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Balance-sheet reconciliation, Health insurance reconciliation, Payroll and Frances Online reconciliation, Oregon Department of Revenue matters, AP aging, Separation-of-duties review, Finance procedures and documentation, AccuFund reporting, Audit adjustments and preparation, Bank reconciliations, Ge. 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: "Qualifications and relevant experience 25, Understanding and approach 25, Proposed personnel 15, Governmental/FTA experience 10, Cost and value 25" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Sunset Empire Transportation District?
All active and historical solicitations from Sunset Empire Transportation District are tracked and searchable. As a special district agency, Sunset Empire Transportation District 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 8 months. Contract terms may include renewal options.
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: Firm Qualifications and Experience, Understanding of SETD's Needs, Proposed Approach, Key Personnel, Relevant References, Hourly Rates, Estimated Cost for Financial Remediation, Estimated Annual Cost. Review the full document from Sunset Empire Transportation District for the complete list.