Fiscal Agent- Workforce Development Board of Rockland County

The Workforce Development Board of Rockland County, Inc. (WDBRC) is soliciting proposals for a Fiscal Agent to support Rockland Works, the county's Career Center, through RFP-RC-2026-002. The selected vendor will provide comprehensive fiscal, reporting, compliance, and audit-related functions for workforce programs funded by the Workforce Innovation and Opportunity Act (WIOA) and other federal, state, and local sources. Proposers must demonstrate a minimum of three years of experience in fiscal agent services, grant administration, and financial management for public agencies, nonprofits, or grant-funded programs, with a requirement of clean audits for the past three fiscal years. The evaluation committee will assess proposals using a 1,000-point weighted scoring system, including fiscal management approach (250 points), technical capability (200 points), staff qualifications (150 points), performance references (150 points), and cost reasonability (250 points). Key procurement dates include a virtual pre-proposal meeting on December 22, 2025, at 11:00 AM, written questions due by January 6, 2026, at 3:00 PM, and proposal submissions due on January 12, 2026, at 3:00 PM through the Bonfire Portal.

The contract will be a one-year agreement with four optional one-year renewal periods, with no specific set-aside designations mentioned for disadvantaged enterprises. Proposers must have professional accounting systems like Sage Intacct, NetSuite, or QuickBooks Nonprofit, and provide professional liability insurance with $1,000,000 per occurrence and $3,000,000 aggregate limits, along with workers' compensation coverage. While no incumbent vendor is explicitly identified, the RFP requires proposers to provide three current and two past project references demonstrating relevant experience. Price adjustments will be limited to applicable Consumer Price Index (CPI) increases and subject to County approval, with the initial contract period requiring firm pricing. The award will be made to the responsible offeror offering the best value, considering both technical merit and cost, with the County reserving the right to review and negotiate contract elements throughout the term.