What the buyer needs
AI summaryThe government authority in Quebec requires a service provider to oversee the existing bookkeeper, maintain accurate financial records, and prepare or review periodic financial statements. The selected vendor must complete year-end accounting work, conduct the annual agency audit, prepare audited financial statements, assist with regulatory and tax requirements, and advise management and the Board of Directors on financial issues, risks, and opportunities. Only Canadian organizations are eligible to bid for this opportunity, and the contractor will perform all work offsite. The buyer is currently seeking proposals to determine the budget for these services.
Scope of work
- Review bookkeeping records, transactions, bank reconciliations, and general ledger activity
- Assist with annual year-end process and prepare year-end working papers
- Provide or conduct annual audit and prepare annual audited financial statements
- Advise and assist with GST/QST matters, T4, tax filings, and grant-related reporting
- Provide financial advice to management and the Board of Directors
- Identify financial issues, risks, and internal control recommendations
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Qualifications and relevant experience | Not specified |
| Experience with not-for-profit organizations | Not specified |
| Understanding of CUTV's requirements | Not specified |
| Proposed approach | Not specified |
| Ability to work effectively with the existing bookkeeper | Not specified |
| Availability and responsiveness | Not specified |
| Fee structure | Not specified |
| References | Not specified |
| Overall suitability of the proposed services for CUTV | Not specified |
Minimum qualifications
- Relevant professional accounting qualifications and/or designation
- Experience providing accounting services to not-for-profit organizations
- Knowledge of Quebec accounting, tax, and regulatory requirements
- Experience preparing or reviewing financial statements
- Experience with annual audits and year-end accounting
- Experience working with Boards of Directors and/or Finance Committees
- Strong understanding of financial controls and reporting
- Ability to communicate financial information clearly to non-accounting personnel
Documents to include with your response
- Proponent Information
- Qualifications and Experience summary
- At least two professional references
- Proposed Approach description
- Completed Appendix A – Pricing Schedule
How to submit
- Method
- Electronic via email
- Instructions
- Proposals should be submitted electronically to CUTV, Attention: Rebeccah Redden.