BRDCOM-S3666 Bid_Q_A_for_Export_Report.xlsx

XLSX spreadsheet 12 KB Posted

Attached to
CPA & Bookkeeping Services
Solicitation number
BRDCOM-S3666
Issued by
Churchill County, Nevada

About this file

This is a Bid Questions and Answers document for the Nevada State Board of Dental Examiners' Request for Proposals (BRDCOM-S3666) for CPA and Bookkeeping Services. The document addresses 18 questions submitted by prospective bidders regarding service delivery requirements, system integration, and operational details. Key service components include monthly financial reviews with QuickBooks Online sign-off, quarterly preparation of unaudited financial statements with variance analysis, annual budget development, and comprehensive bookkeeping services encompassing transaction processing, accounts payable and receivable management through Airtable integration, and monthly bank and credit card reconciliations. Current operations involve 93 revenue codes and 184 expense codes within QuickBooks Online, approximately 2,500 annual revenue transactions and 967 annual expense transactions processed through Airtable and synced to QuickBooks, payroll processing through Gusto, and two active bank and credit card accounts. Services will be delivered remotely with occasional in-person meetings required in Las Vegas. The question deadline was February 27, 2026, with answers posted by March 6, 2026; proposals are due March 11, 2026, at 2:00 PM Pacific Time; and notice of award is anticipated April 13, 2026, with a proposed contract start date of June 9, 2026.

The RFP specifies a two-year contract term subject to Board approval with evaluation criteria weighting Company Experience and Qualifications at 40%, Audit Response Experience for Government Entities at 25%, Technology and Systems Experience at 20%, Responsiveness and Accessibility at 5%, and Cost Proposal/Fee Structure at 10%, with financial stability assessed on a pass/fail basis. No specific budget range or award value is disclosed in the solicitation documents. Bidders must provide cost proposals detailing monthly recurring service fees, hourly rates for out-of-scope tasks, and special project fees with estimated total annual costs, two full years of financial statements plus interim statements, Dun and Bradstreet numbers, and client references from similar projects within the last five years. The services are currently provided by a contractor. Bidders must hold a Nevada business license, maintain active entity registration in sam.gov, and comply with Nevada law requirements. A five percent preference is applied to Nevada-based businesses, and the State applies an inverse preference to out-of-state vendors whose home states apply preferences not afforded to Nevada vendors.

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Bid Q&A for Export Report

Bid Q&A
QUESTION_NBRCREATED_BYQUESTION_SUBJECTQUESTION_TEXTANSWER_TEXT
1DKING89511General OverviewAre these services currently being provided by a contractor or in-house?Contractor
2DKING89511General OverviewCan we receive a copy of the 2024 and 2025 audit reports?Attached
3DKING89511General OverviewWill the quarterly board meetings be virtual or in person?Virtual
4DKING89511ReportingAre the quarterly financial statements prepared by the CPA generated through QBO and are they the same reports referred to as simplified financial reports under the Reporting Section of the Scope of Work?CPA, Yes
5DKING89511LicensingWhat are the segregation of duties between licensing and accounting â?? will the bookkeeper or CPA have contact/resolve issues for licensee?No licensee contact.
6DKING89511LicensingIs there an interface between the professional licensing tracking/reporting and the accounting system?
a.Are fees paid annually?
b.How are fees paid â?? by credit card, check, ACH?Yes, Airtable and QuickBooks. A. Yes B. Card and Check Only
7DKING89511Bookkeeping ServicesHow many Checking, Savings, Clearing, Money Market, Credit Card, etc. accounts are currently active?Operating and Reserve Accounts
8DKING89511Bookkeeping ServicesHow many active accounts in the Chart of Accounts? 1-25, 26-50, 51-75, 76-100?93 Revenue Codes | 184 Expense Codes
9DKING89511Bookkeeping ServicesHow is payroll processed?
a.Using QBO or Outside Processor?
b.Workers Comp Audits?
c.How many staff members?
d.Quarterly / Annual Tax Returns prepared by processor ?Gusto A. QB and Airtable B. CPA C. 9 D. Gusto/CPA
10DKING89511Accounts ReceivableAccounts Receivable â?? are external systems and reporting integrated or is data input into QBO. If data input, how many transactions per month? Other than license renewals what is the volume of receivable transactions?Airtable then entered into Quickbooks, no integration at this time. 967 annual expense transactions 2500 annual revenue transactions
11DKING89511GeneralCan the work be done remotely or will it be necessary to be physically present in Las Vegas at the Board's Offices?Remote work, but occasion in-person meetings.
12BESTMAN103Response SubmissionHow do you submit the response? The NEVADAePro system indicates that no bid can be sent via the system for this bid. Must responses be emailed instead? If so, to whom should the response be emailed?Emails would be accepted if State Purchasing allows.
13CROWNBASEDSERVICESNumber of bank and credit card accountsHow many bank/credit card accounts do they have? (not specified in scope)2 bank cards
14CROWNBASEDSERVICESBoard presentationsAre board presentations virtual or in-person?Virtual
15CROWNBASEDSERVICESTransactionsEstimated monthly transaction volume? And How many qbo accounts?967 annual expense transaction, 2500 annual revenue transactions.
16JEDWARDS@WITHUM.COMEntitiesHow many separate entities are within the scope of this work (one entity or more than one)?One entity
17JEDWARDS@WITHUM.COMTransactionsWhat is the monthly volume of transactions (bill payments and other disbursements, receipts/deposits, other transactions or adjustments).967 annual expense transaction, 2500 annual revenue transactions.
18JEDWARDS@WITHUM.COMAccountsHow many bank accounts does the entity (or entities) have? Are there any investment accounts? Are there credit cards or expense reports?1 operating account, 1 reserve account

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