Annual Certification of OPWDD's Consolidated Fiscal Report

The New York State Office for People with Developmental Disabilities (OPWDD) is requesting proposals from a public accounting firm to conduct annual certification of OPWDD's Consolidated Fiscal Report under RFP OPD-2026-19, with proposals due November 2, 2026 by 4:00 PM EST and a mandatory Notice of Intent to Bid due October 19, 2026. The RFP carries a 30% MWBE goal (17% MBE, 13% WBE) and a 6% SDVOB goal. The incumbent, EFPR Group, CPAs, PLLC, performed services under the prior contract.

The scope requires a public accounting firm with New York State–licensed CPAs to conduct an annual compliance examination of OPWDD's cost report, rendering an opinion on reported costs regarding reasonableness, compliance with GAAP, and alignment with Medicare Provider Reimbursement Manual Publication 15 and New York State Consolidated Fiscal Reporting guidelines. The firm must perform services under Generally Accepted Government Auditing Standards (GAGAS) Chapter 3 independence provisions and must not currently hold or have pending contracts with OPWDD for Medicaid service documentation auditing or ad hoc accounting services. Minimum qualifications require at least five years of professional auditing experience. Deliverables include engagement letters, compliance examination plans, monthly findings reports, bi-weekly status reports, draft and final management letters, and a final independent accountant's report, with CFR certification due no later than July 31 or three months after receipt of the draft cost finding.

The contract is for five years with an anticipated start date of November 1, 2027 and end date of October 31, 2032. Historical baseline indicates prior annual engagements did not exceed 8,500 hours. Cost proposals are structured on a time-and-materials basis with not-to-exceed hourly rates by staff classification (Engagement Principal, Director, Manager, Senior Associate, Associate, Junior Associate) and estimated hours per year; travel reimbursement is not permitted. The cost proposal represents 30% of the final evaluation score; the technical proposal (70%) evaluates firm overview, state government experience, cost-reporting and audit expertise, Medicaid service delivery experience, assigned staff qualifications, timeline and audit approach, and quality assurance practices. Questions are due September 28, 2026; responses to questions are due October 12, 2026. Anticipated award notification is December 4, 2026.