Request for proposal 2021 auditing services

The Village of Clinton, located in Wisconsin, is seeking proposals from municipal government accounting and CPA firms to provide comprehensive auditing services for the fiscal year 2022. The procurement is a Request for Proposal (RFP) targeting firms with extensive experience in municipal financial audit and tax services specific to Wisconsin municipalities. Required services include preparation of Municipal Summary Reports for the Wisconsin Department of Revenue, annual audits of village books, policies, and procedures, audits of enterprise funds, General Obligation and Revenue Bond Debt, and separate audits for each Tax Increment Finance (TIF) District. Additionally, the selected firm will provide financial advice during budget preparation, debt implementation, and year-round financial accounting and reporting guidance. Evaluation criteria will focus on prior experience auditing similar organizations, qualifications of assigned staff, firm understanding of work, client references, and proposal completeness. The proposal submission deadline is September 10, 2021, at 5:00 p.m., with electronic submissions accepted at admin@clintonwi.us or mailed proposals (one original and three copies) postmarked by the same date. Management anticipates awarding the contract on September 21, 2021, and may contact finalists for presentations.

There are no specific set-aside designations or restrictions mentioned for respondents. The incumbent service provider is Sitzberger CPAs, and management has authorized contact with prior auditors. The Village of Clinton operates on an annual budget of approximately $4.3 million, with a General Fund of $2.69 million and Water and Sewer Funds of $1.61 million. The village manages an $800,000 annual payroll in-house and uses Cassell Accounting Software. Current debt includes $3.285 million in General Obligation bonds and $2.1765 million in Utility Revenue Bonds. The contract is initially for the fiscal year 2022 (January 1, 2022 through December 31, 2022), with potential extension for up to five years subject to mutual agreement. While a specific fee range is not provided, the RFP indicates that firms should submit a fee estimate, and the village permits annual fee negotiation. Interested firms can obtain additional information by contacting the Village Treasurer at treas@clintonwi.us or (608) 676-5304.