Village of Sharon Auditing Services RFP 2021-02
Sharon villageCity · Sharon village, WI- Due
- Jul 1, 2021
- Deadline passed
- Posted
- May 25, 2021
- Contract term
- 1 year
- Primary contact
- Susan E. Steele
- (262) 736-4888
The 30-second brief
The Village of Sharon is requesting proposals from Municipal Government Accounting and CPA firms for financial audit and tax services (RFP 2021-02). The contract covers the fiscal year beginning January 1, 2022, and ending December 31, 2022, with options for the following five years. Scope includes annual audits of all Village books, enterprise funds, General Obligation Debt, TIF Districts, Revenue Bond Debt, and various grants (WisDOT TEA, CDBG, USDA). The firm will also provide financial advice during budget preparation and debt management. Proposals are evaluated based on experience, staff qualifications, understanding of work, and references. Submissions are due by July 1, 2021.
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
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Summary
The Village of Sharon is requesting proposals from Municipal Government Accounting and CPA firms for financial audit and tax services (RFP 2021-02).
The contract covers the fiscal year beginning January 1, 2022, and ending December 31, 2022, with options for the following five years. Scope includes annual audits of all Village books, enterprise funds, General Obligation Debt, TIF Districts, Revenue Bond Debt, and various grants (WisDOT TEA, CDBG, USDA). The firm will also provide financial advice during budget preparation and debt management. Proposals are evaluated based on experience, staff qualifications, understanding of work, and references. Submissions are due by July 1, 2021.
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 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. 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.
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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: "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 is the contract term for this solicitation?
The anticipated contract term is 1 year. 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. 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.