About this opportunity
AI summaryThe City of Charles Town, West Virginia, seeks qualified Certified Public Accountant (CPA) firms or financial consulting professionals to provide municipal accounting and financial reporting services. The selected vendor will execute offsite tasks, including trial balance reviews, account reconciliations, record examinations, monthly and annual closings, general ledger coordination, fixed asset maintenance, financial statement preparation, and advisory support. Only onshore USA organizations are eligible to bid. Offerors must submit a structured proposal containing firm qualifications, a cost proposal with an itemized hourly fee schedule, and a sample executable engagement letter by November 30, 2026, at 5:00 PM EST. The City will evaluate proposals based on technical experience in municipal finance and GASB compliance (30%) and cost competitiveness (20%), and it prohibits contract terms requiring pre-payment.
Buyer and opportunity details
- Client
- City of Charles Town, West Virginia
Scope of work
- Perform and supervise diverse accounting and financial analyses including trial balance reviews
- Systematic reconciliation of balance sheet accounts, AP clearing accounts, accounts payable, and general ledger accounts
- Coordinate and manage monthly and annual financial closing processes
- Prepare entries to maintain fixed asset ledger, capital project summaries, and related reports
- Prepare designated portions of annual financial statements and note disclosures including component units
- Interpret and implement new accounting standards and regulatory mandates
- Provide general financial technical assistance, advisory services, and special projects assigned by City Manager
- Coordinate independent audit readiness work and support external City Auditors
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Technical experience of the firm in municipal finance and GASB compliance | 30% |
| Qualifications, licensing, and expertise of the specific staff assigned to the City | 30% |
| Clear understanding of the scope, demonstrated via the proposed work plan | 20% |
| Cost competitiveness and structural transparency of the fee proposal | 20% |
Minimum qualifications
- Qualified Certified Public Accountant (CPA) firms or financial consulting professionals
- Evidence of specific experience in municipal or governmental accounting within West Virginia
- Familiarity with GASB standards
- Proper licensing status (e.g., CPA) for specific assigned personnel
Documents to include with your response
- Title Page & Executive Summary
- Firm Qualifications & Experience
- Staffing & Team Bios
- Work Plan & Methodology
- Cost Proposal
- References
- Sample executable engagement letter
- Signed Certification Form
Key dates
- Date of Issuance
- October 28, 2026
- Proposal Submission Deadline
- November 30, 2026, 5:00 PM EST
How to submit
- Method
- Physical delivery or email
- Instructions
- Submit to City offices located at 101 E. Washington Street, Charles Town, WV 25414, or via email to [email protected] by November 30, 2026 at 5:00 p.m.
Contract details
- Funding
- GASB, SSARSs, GAAS, AICPA, Yellow Book, GAO, OMB Uniform Guidance 2 CFR 200