Accounting and Financial Statement Preparation Services for the Nassau County Sewer and Storm Water Finance Authority

Nassau County, New York is requesting proposals for accounting and financial statement preparation services for the Nassau County Sewer and Storm Water Finance Authority, with proposals due September 1, 2026 at 4:00 p.m. EST. MWBE and SDVOB participation goals are set at 0.00% for this procurement.

The scope includes preparation of financial statements in accordance with US GAAP and GAAS standards, management's discussion and analysis, notes to financial statements, and assistance with Public Authorities Reporting Information System (PARIS) filings. Proposers must be qualified entities authorized to do business in New York State. The contract term is three years with options to renew for two additional one-year periods, for a possible total of five years. Services cover financial statement preparation for periods ending December 31, 2026, 2027, and 2028, with anticipated continuation through 2029 and 2030 if renewal options are exercised.

Cost proposals must detail total hours and hourly billing rates by staff title for each period. Organizational capacity and staffing plans with resumes, technical approach descriptions, and relevant public sector experience with references are required. Proposers must carry commercial general liability insurance with a minimum of $1,000,000 per occurrence and $2,000,000 aggregate, and professional liability insurance with minimum coverage of $1,000,000 per claim. All proposals must remain valid for a minimum of 180 days from the proposal date.

The incumbent is PKF O'Connor Davies. Finalist presentations are scheduled for the week of September 7, 2026, with an anticipated award on September 14, 2026. The County reserves the right to award to the proposer best meeting requirements rather than the lowest cost bidder. An administrative service charge will apply based on total contract value, ranging from $160 to $533 depending on contract size.