RFP Financial Audit & ACFR

The City of Stayton, Oregon (Marion County) is soliciting proposals from qualified certified public accounting firms licensed to practice in Oregon to provide annual financial audit services for its Annual Comprehensive Financial Reports (ACFR) beginning with the fiscal year ending June 30, 2026, with an option to renew for four additional one-year periods. The scope of services includes planning and performing the ACFR with submission by December 31st, expressing opinions on financial statements in accordance with GAAP, performing Single Audits of federal grants-in-aid if necessary, coordinating management letters, producing draft and final audit reports for filing with the Oregon Secretary of State, and providing occasional technical assistance throughout the year on accounting and reporting matters. All audits must comply with generally accepted auditing standards and Oregon municipal audit law. The City of Stayton employs 57.52 full-time equivalents and has approximately $31 million in annual expenditures across eight governmental funds and seven proprietary funds, utilizing modified accrual basis accounting with Caselle Connect software. Proposals will be evaluated based on the firm's governmental auditing experience, key staff qualifications, proposed audit approach and methodology, experience and qualifications of assigned personnel with Oregon municipal auditing background, references from at least three comparable governmental clients served within the last three years, sample management reports from comparable engagements, and cost. Proposers must submit detailed fixed fee schedules with all out-of-pocket expenses, hourly rates for additional services, separately identified "first time through" costs, Single Audit costs, and estimated prices for subsequent years. The RFP was issued January 15, 2026, with proposals due by 5:00 p.m. Pacific Daylight Time on March 31, 2026; proposal review is scheduled for the week of April 6, 2026, interviews by April 17, 2026, City Council approval by May 4, 2026, and contract signing by May 8, 2026.

The procurement does not specify set-aside designations or restrictions limiting participation to particular organization types or disadvantaged enterprises. SingerLewak has served as the incumbent auditor for fiscal years 2020 through 2025, with the most recent FY25 audit submitted on time as an unmodified opinion containing zero significant deficiencies or material weaknesses, indicating continuity of audit quality. The City's existing accounting infrastructure utilizes Caselle Connect software, which prospective proposers should be prepared to integrate with during the audit process. The RFP does not provide an explicit budgetary range or award value; however, proposers should anticipate serving a municipality with an annual budget of approximately $31 million in expenditures requiring comprehensive financial reporting and potential federal Single Audit compliance. The contract structure includes a "first time through" cost component for the initial fiscal year ending June 30, 2026, with separate pricing mechanisms for subsequent renewal years, allowing the City to evaluate total cost of ownership across the potential five-year engagement period.