About this opportunity
AI summaryThe Borough of Medford Lakes seeks proposals from qualified individuals or firms for the position of 2027 Borough Auditor to deliver general municipal auditing services for a one-year term. The selected auditor must perform duties under applicable law and ordinance, prepare annual audits and year-end financial statements, consult on annual budget matters, coordinate with borough officials, and attend requested meetings. Performance will take place offsite, and eligibility requires onshore US entities whose assigned lead holds an RMA credential with at least five years of experience as an appointed municipal auditor. Applicants must deliver six copies of their proposal by November 19, 2026, at 2:00 PM to Mark J. McIntosh, RMC, in Medford Lakes, New Jersey. The Borough will evaluate submissions based on qualifications, merit, cost competitiveness, references, technical criteria, management criteria, and price relative to other proposals.
Buyer and opportunity details
- Client
- Borough of Medford Lakes
Scope of work
- Perform duties as prescribed by general law and ordinance
- Interface closely on a regular basis with the CFO, Tax Collector, Utility Collector, and Borough Clerk/Administrator
- Prepare annual audit and year-end financial statements in accordance with applicable laws and regulations
- Act as consultant to CFO and Borough Administrator on annual budget preparation, financial, and reporting matters
- Attend regular, special, and Executive Session meetings as requested by Mayor and Council
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Technical Criteria (understanding of scope, knowledge of Borough issues and operations, responsiveness, past performance) | Not specified |
| Management Criteria (scheduling timelines, reliability, municipal/State experience, meeting availability, staffing resources, diversity initiatives) | Not specified |
| Cost Criteria (relative cost, full explanation of fees, quality control programs, financial resources) | Not specified |
| Documented evidence of fulfilling minimum qualifications and response requirements | Not specified |
Minimum qualifications
- Multi-disciplined accounting firm with at least eight (5) years experience in all aspects of municipal auditing
- Assigned individual must have at least five (5) years experience as an appointed Municipal Auditor and be an RMA
- Assigned individual has at least five (5) years prior experience as a Municipal Auditor
- Sufficient staff to satisfy the scope of services
- Additional experience in municipal auditing procedures, bond law, arbitrage, municipal budgeting, and purchasing
- Firm and individual in good standing within the State of New Jersey
- Possession of appropriate federal and state licenses to perform activities
Documents to include with your response
- Evidence satisfying minimum qualifications and response requirements numbered sequentially
- Description of business organization, ownership, and organizational structure
- Years in business under present name and years under current management
- List of personnel, summaries of post-high school education, licenses, and years providing NJ municipal services
- Description of additional services offered beyond the required scope
- Copy or description of professional liability insurance policy maintained for calendar year 2026
- Statement and listing of professional service fees offered
- Statutory compliance statement for Law Against Discrimination, Affirmative Action, Prevailing Wage, ADA, and Pay to Play
- Names and addresses of at least three (3) client references from the past five years (at least one municipal)
- List and description of all professional liability claims brought against applicant during the past five (5) years
Key dates
- Date Issued
- October 29, 2026
- Return Date & Time
- November 19, 2026 @ 2:00pm
How to submit
- Method
- Hard copy delivery
- Instructions
- Return six (6) copies of the proposal to Mark J. McIntosh, RMC, Borough of Medford Lakes, 1 Cabin Circle, Medford Lakes, NJ 08055.
Contract details
- Term
- one (1) year
- Insurance and bonding
- A copy or description of the professional liability insurance policy maintained for calendar year 2026 is required.
- Funding
- 2027 Temporary and/or Final Budgets