What the buyer needs
AI summaryThe Town of Rotterdam Finance Department seeks proposals for professional auditing services for a one-, two-, or three-year term covering fiscal years ending December 31, 2026, through 2028. The selected auditor will perform the basic financial statement audit, apply limited procedures to required supplementary information, complete the Justice Court audit, assist with financial statement and Annual Financial Report preparation, issue a management letter, and present findings to the Town Board. Only USA organizations are eligible to bid, and the work will be performed offsite. Proposals are due on Tuesday, November 10, 2026, at 10:00 a.m., and all written questions must be received by John Mertz, Esq., no later than 4:00 p.m. on November 9, 2026. The Town will evaluate proposals based on best value, weighting firm and personnel qualifications (30%), municipal and HUD housing audit experience (20%), audit approach (20%), references (10%), and cost (20%) using an all-inclusive annual not-to-exceed fee structure.
Scope of work
- Audit of Town basic financial statements under GAAS and Government Auditing Standards
- Assistance in preparing financial statements and related notes
- Issuance of report on internal control over financial reporting and compliance
- Single Audit under 2 CFR Part 200, Subpart F when required
- Annual audit of the Rotterdam Public Housing Agency including Single Audit and HUD supplementary information
- HUD REAC agreed-upon procedures for electronic submission of financial data
- Annual audit of the books and records of the Rotterdam Town Justice Court
- Assistance with preparation and filing of the Annual Financial Report Update Document (AUD)
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Qualifications and experience of the firm and assigned personnel | 30% |
| Experience with New York State municipal governments and HUD public housing | Not specified |
| References | 10% |
| Cost | 20% |
Documents to include with your response
- Letter of transmittal
- Proposal Form and Fee Schedule
- Non-Collusion Certification
- Iran Divestment Act Certification
- Resolution Authorizing Submission of Bids by Corporation or Individual Execution Form
- Waiver of Immunity Clause
How to submit
- Method
- In person, by mail, or electronically via BidNet
- Instructions
- For physical delivery, submit 1 signed original, 4 copies, and 1 PDF copy on USB drive in a sealed envelope to the Town Clerk's Office, 1100 Sunrise Blvd, Rotterdam, NY 12306, marked PROPOSAL - PROFESSIONAL AUDITING SERVICES, with the Proposal Form and Fee Schedule in a separate sealed envelope marked FEE PROPOSAL. Electronic submissions via BidNet require the Proposal Form and Fee Schedule uploaded as a separate PDF labeled FEE PROPOSAL.