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OpenSolicitation RFP-UC26-059

Independent Accounting, Audit, and Tax Services for Economic Development Alliance

Buyer
Ulster County General Services
Place of performance
Kingston, NY (Onsite and offsite)
Submission deadline
Dec 4, 2026

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What the buyer needs

AI summary

Ulster County General Services, on behalf of the Ulster County Economic Development Alliance (UCEDA), seeks proposals from CPA firms for independent accounting, audit, and tax services. The required scope includes an annual audit of financial statements under GAAP, GAAS, and New York State Authorities Budget Office requirements, preparation and filing of IRS Form 990 and CHAR500, meetings with staff and the Board, and a management letter on controls and operational efficiency. Only onshore USA organizations are eligible to bid, and the selected firm will perform the work both onsite and offsite. The County of Ulster also requires the vendor to maintain Workers' Compensation, Disability Benefits, Commercial General Liability, and Umbrella or Excess Liability insurance. Firms must submit proposals digitally via email or online by 4:30 P.M. on Friday, December 4, 2026.

Scope of work

  • Annual audit of statement of financial position, activities, functional expenses, and cash flows
  • Financial statements prepared in accordance with U.S. Generally Accepted Accounting Principles (GAAP)
  • Audit conducted per GAAS and New York State Authorities Budget Office requirements
  • Preparation and filing of IRS Form 990 and CHAR500
  • Meetings with UCEDA staff, the Audit Committee, and the full Board as requested
  • Preparation of a management letter on accounting and administrative controls and operational efficiency

How proposals are evaluated

CriterionWeight / scoring
Review of firm's peer review report and related materialsNot specified
Interviews with senior engagement personnel assigned to UCEDANot specified
Feedback from other clientsNot specified
Completeness and timeliness of each firm's proposalNot specified
Qualifications, understanding of scope and objectives, proposed methodology, and ability to performNot specified

Minimum qualifications

  • CPA firm
  • Independence with respect to UCEDA
  • Onshore (USA Organization Only)

Documents to include with your response

  • Response Return Form
  • Assumed Name Certification (if applicable)
  • Insurance Statement and Insurance Requirements acknowledgment
  • Acknowledgment and Acceptance Declaration
  • Organization Information Form
  • Disclosure of Ownership Interest Certification Form
  • Certification and Signature Form / Affidavit of Non-Collusion
  • Certification of Compliance with the Iran Divestment Act
  • MacBride Fair Employment Principles statement
  • Most recent peer review report, letter of comments, and firm's response

How to submit

Method
Sealed hard copy and electronic copy on CD or thumb drive
Instructions
Submit 1 unbound original, 1 photocopy, and 1 electronic copy (CD or thumb drive) in MS Word and PDF format in a sealed opaque envelope/package to Department of General Services, 100 Development Court, Kingston, NY 12401.
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