REQUEST FOR PROPOSAL 2021-02 AUDITING SERVICES
Sharon villageCity · Sharon village, WI- Due
- Jul 1, 2021
- Deadline passed
- Posted
- May 25, 2021
- Primary contact
- Susan E. Steele
- 262-736-4888
The 30-second brief
The Village of Sharon is seeking proposals from qualified CPA firms for municipal financial audit and tax services for the fiscal year 2022 and the five years following. The RFP outlines the required services, background information on the Village, and proposal content requirements.
Municipal Summary Report(s), Annual Village audit, Audit of enterprise funds, Audit of General Obligation Debt, Audit of TIF Districts, Audit of Revenue Bond Debt, Audit of WisDOT TEA Grant, Audit of CDBG Grant, Audit of USDA Loan/Grant, Audit of Real Estate Tax Collection Account, Financial advice for annual budget, Financial advice on debt, Other financial documents and reporting, Availability for advice and guidance.
Prior experience auditing similar organizations, Qualifications of staff to be assigned to the engagement, CPA firm’s understanding of work to be performed, References, Completeness and timeliness of the proposal
Get notified when Sharon village posts the next one.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The Village of Sharon is seeking proposals from qualified CPA firms for municipal financial audit and tax services for the fiscal year 2022 and the five years following. The RFP outlines the required services, background information on the Village, and proposal content requirements.
EVALUATION CRITERIA
5- Prior experience auditing similar organizations
- Qualifications of staff to be assigned to the engagement
- CPA firm’s understanding of work to be performed
- References
- Completeness and timeliness of the proposal
REQUIRED DELIVERABLES
14- Municipal Summary Report(s)
- Annual Village audit
- Audit of enterprise funds
- Audit of General Obligation Debt
- Audit of TIF Districts
- Audit of Revenue Bond Debt
- Audit of WisDOT TEA Grant
- Audit of CDBG Grant
- Audit of USDA Loan/Grant
- Audit of Real Estate Tax Collection Account
- Financial advice for annual budget
- Financial advice on debt
- Other financial documents and reporting
- Availability for advice and guidance
REQUIRED ATTACHMENTS
Bios of assigned staff, Client references
REQUIRED STAFFING
3- Submit to
- 125 Plain Street, PO Box 379, Sharon, WI 53585
- Scope location
- Sharon, WI
- Reported agency
- Village of Sharon
Questions about this RFP
How do I respond to this RFP from Sharon village?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 1, 2021. 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: 125 Plain Street, PO Box 379, Sharon, WI 53585. For questions, contact Susan E. Steele.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Sharon village in WI, 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 Susan E. Steele at 262-736-4888. 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, in-charge staff. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Municipal Summary Report(s), Annual Village audit, Audit of enterprise funds, Audit of General Obligation Debt, Audit of TIF Districts, Audit of Revenue Bond Debt, Audit of WisDOT TEA Grant, Audit of CDBG Grant, Audit of USDA Loan/Grant, Audit of Real Estate Tax Collection Account, Financial advice. Proposals should clearly address how each deliverable will be met.
Show 4 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Prior experience auditing similar organizations, Qualifications of staff to be assigned to the engagement, CPA firm’s understanding of work to be performed, References, Completeness and timeliness of..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Sharon village?
All active and historical solicitations from Sharon village are tracked and searchable. As a city agency, Sharon village regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
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: Bios of assigned staff, Client references. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Sharon village for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Sharon, WI. Review the full solicitation for detailed scope requirements.