Preparation and Filing Assistance for Wayne County's Annual Financial Report (AFR) for FY 2025

Wayne County is seeking a vendor to prepare and assist the county in Filing its annual Financial Report (AFR) for FY 2025

Project Details

• Reference ID: 1.2
• Department: Treasurer
• Department Head: - (County Treasurer)

Addenda

• Addendum #1 (released 2026-07-28T19:41:18.098Z) —

  See summary of changes below

  
  
  Section 1.1. Request for Quotes:
  Changed: "Include all necessary sections such as Management’s Discussion and Analysis (MD&A), financial statements, notes to the financial statements, and required supplementary information."
  To: "This item was removed from the Preparation of AFR requirements."
  
  

Evaluation Criteria

• Request for Quotes —

  Tuesday, July 28, 2026

   

  The County of Wayne, NY is seeking a qualified and experienced financial services firm to assist with the preparation and filing of the Fiscal Year 2025 Annual Financial Reporting (AFR) as required by New York State regulations. The selected firm will be responsible for ensuring that the AFR is completed accurately, in compliance with all relevant standards, and submitted in a timely manner. The goal is to provide a comprehensive and transparent financial report that reflects the county's financial position and operations for the 2025 fiscal year.

  Detailed Specifications

  The selected firm will be required to perform the following tasks:

  1. Data Collection and Review:
     • Gather all necessary financial data from county's accounting software and various county departments.
     • Review financial records, including but not limited to, general ledgers, balance sheets, income statements, and cash flow statements.
     • Ensure all financial data is accurate and up-to-date.
  2. Compliance with Standards:
     • Ensure the AFR complies with the Governmental Accounting Standards Board (GASB) requirements.
     • Adhere to Generally Accepted Accounting Principles (GAAP) as applicable to governmental entities.
     • Follow New York State Comptroller's guidelines for financial reporting.
  3. Preparation of AFR:
     • Prepare the AFR in the format required by New York State.
     • Ensure the report is comprehensive and includes all required disclosures.
  4. Internal Review and Approval:
     • Coordinate with county officials for the review and approval of the draft AFR.
     • Incorporate any feedback or revisions as required by county officials.
  5. Submission and Filing:
     • Submit the final AFR to the New York State Comptroller’s Office by the required deadline outlined in the proposal & contract.
     • Provide copies of the final AFR to county officials and other relevant stakeholders.
  6. Training and Support:
     • Provide training and manual documents to county staff on the AFR preparation process and any changes in reporting requirements.
     • Offer ongoing support and consultation as needed throughout the fiscal year in relation to this FY 2025 AFR.

  Service Requirements

  The selected firm must meet the following service requirements:

  1. Experience and Qualifications:
     • Demonstrated experience in preparing AFRs for county governments in New York State.
     • Certified Public Accountant (CPA) designation or equivalent qualifications.
     • Familiarity with GASB standards, GAAP, and New York State Comptroller’s guidelines.
  2. Project Management:
     • Ability to manage the project from start to finish, ensuring all tasks are completed on time.
     • Effective communication skills to coordinate with county officials and staff.
     • Proven track record of delivering high-quality financial reports.
  3. Technology and Tools:
     • Proficiency in using financial software and tools commonly used in governmental accounting.
     • Ability to work with the county’s existing financial systems and software (ie: Tyler Munis).
  4. Confidentiality and Security:
     • Maintain the confidentiality of all financial data and records.
     • Implement security measures to protect sensitive financial information.

  Delivery Requirements

  The selected firm must adhere to the following delivery requirements:

  1. Timeline:
     • Commence work within two weeks of contract award.
     • Complete the draft AFR for internal review by October 1, 2026
     • Submit the final AFR to the New York State Comptroller’s Office by October 30, 2026.
  2. Reporting:
     • Provide regular weekly progress reports to county officials.
     • Notify county officials immediately of any issues or delays that may impact the project timeline.
  3. Documentation:
     • Provide all working papers, supporting documents, and final reports in both electronic and hard copy formats.
     • Ensure all documentation is organized and easily accessible for future reference.
  4. Meetings:
     • Attend regular meetings with county officials to discuss progress and address any concerns.
     • Be available for additional meetings as needed to ensure the successful completion of the AFR.

   

  A pricing table has provided to allow for a uniform response from our vendors and to allow for an electronic tabulation of the results

   

  Questions regarding this request for quotes may be submitted to purchasing@waynecountyny.gov or to the Q&A section of the Project on the County eProcurement portal (this is the preferred method)

   

  Responses may be submitted to the OpenGov portal at https://procurement.opengov.com/portal/co-wayne-ny-us. Responses must be submitted by 10:00 am, Friday, August 14, 2026

Submission Requirements

• File Upload —

  Please attach a response here if necessary

  (formal quote document/proforma invoice) 

• Attachments (required) —

  Do you want to include any other attachments (Insurance requirements, statistics, etc)

Questions & Answers