Accounting and Financial Statement Preparation Services for the Nassau County Tobacco Settlement Corporation

Nassau County, New York Office of the Treasurer is requesting proposals for accounting and financial statement preparation services for the Nassau County Tobacco Settlement Corporation, with proposals due September 1, 2026 and questions due August 14. No SDVOB, MBE, WBE, or DBE goals are established for this procurement.

The scope includes reviewing documentation and preparing financial statements in accordance with US GAAP and GAAS for fiscal year-ends December 31, 2026, 2027, and 2028; preparing management's discussion and analysis and footnotes; meeting with County representatives and the Corporation's board; coordinating with auditors; and assisting with preparation and filing of budgets and annual reports with the Public Authorities Reporting Information System (PARIS).

Evaluation criteria are weighted as follows: Contract Requirements and Proposed Solution (20%); Vendor Profile including Organization, Capacity, Staffing, and Resumes (20%); Related Experience (25%); and Cost of Overall Project (35%). Vendors must submit one original and five copies of all attachments plus an electronic version by 4:00 p.m. EST on the due date to David Chiang, County Treasurer. Required submissions include cost proposals, program descriptions with staffing plans, resumes, vendor references (including at least one government client of similar scope), Business History Forms, Principal Questionnaires, Consultant/Contractor/Vendor Disclosure Forms, and a Living Wage Law Certificate of Compliance. Professional liability insurance with minimum limits of $1 million per claim and commercial general liability insurance with minimum limits of $1 million per occurrence and $2 million in aggregate are required.

The contract term is three years with an option to renew for two additional one-year periods, for a possible total of five years. Proposals must remain in effect for a minimum of 180 days from the proposal date. PKF O'Connor Davies was awarded an identical or substantially similar contract within the past five years. Finalist presentations are scheduled for the week of September 7, 2026, with an anticipated award date of September 14, 2026.