Town of Plattsburgh Professional Auditing Services RFP 2026-2028
- Due
- Jul 31, 2026
- Deadline passed
- Posted
- Jun 26, 2026
- Contract term
- 3 years
- Primary contact
- Jennifer Whitney
- (518) 562-6847
The 30-second brief
The Town of Plattsburgh is requesting proposals from CPA firms to audit financial statements for fiscal years 2026, 2027, and 2028. Proposals are due by July 31, 2026, at 4:00 p.m. at the Town Clerk's office.
Independent Auditor's Report, Management Discussion and Analysis, Financial Statements, Annual Financial Report
Qualifications, competence, capacity, audit approach, technical proposal substance
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Summary
The Town of Plattsburgh is requesting proposals from CPA firms to audit financial statements for fiscal years 2026, 2027, and 2028. Proposals are due by July 31, 2026, at 4:00 p.m. at the Town Clerk's office.
EVALUATION CRITERIA
5- Qualifications
- Competence
- Capacity
- Audit approach
- Technical proposal substance
REQUIRED DELIVERABLES
4- Independent Auditor's Report
- Management Discussion and Analysis
- Financial Statements
- Annual Financial Report
REQUIRED ATTACHMENTS
11- Title Page
- Table of Contents
- Transmittal Letter
- Detailed Proposal
- Sealed Dollar Cost Bid
- List of Key Personnel
- Proposer Guarantees
- Proposer Warranties
- Schedule of Audit Quotations
- Non-Collusive Bidding Certificate
- Schedule of Fees for Additional Services
REQUIRED STAFFING
4- Submit to
- 151 Banker Road, Plattsburgh, New York 12901
- Duration
- 36 months
- Scope location
- Plattsburgh, NY
Questions about this RFP
How do I respond to this RFP from Town of Plattsburgh?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 31, 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: 151 Banker Road, Plattsburgh, New York 12901. For questions, contact Jennifer Whitney.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Plattsburgh in NY, 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 Jennifer Whitney at (518) 562-6847. 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: Partners, Managers, Supervisory Staff, Staff. 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, Management Discussion and Analysis, Financial Statements, Annual Financial Report. 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, competence, capacity, audit approach, technical proposal substance" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Town of Plattsburgh?
All active and historical solicitations from Town of Plattsburgh are tracked and searchable. As a city agency, Town of Plattsburgh 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.
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, Table of Contents, Transmittal Letter, Detailed Proposal, Sealed Dollar Cost Bid, List of Key Personnel, Proposer Guarantees, Proposer Warranties, Schedule of Audit Quotations, Non-Collusi. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Town of Plattsburgh for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Plattsburgh, NY. Review the full solicitation for detailed scope requirements.