Municipal Finance and Accounting Best Practices Review

The Town of North Branford is seeking a consultant to review its Finance and Accounting Department and recommend improvements to municipal financial management, internal controls, policies, technology, and operations.

Town of North Branford > Purchasing Department


General
Open
38874
Sep 23, 2026 03:00 PM
Sep 08, 2026 11:00 AM
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Contact
mfumiatti@northbranfordct.gov
+12034846005
909 Foxon Road, North Branford, CT, USA
Submission Instructions
Online
Town Forms Signature Page, Certificate of Non-Arrearage, Non-Collusion Affidavit, Affirmative Action Statement, Statement of Qualifications, References, Fee Proposal
Description

The Town of North Branford is soliciting Statements of Qualifications from qualified firms or individuals to conduct a comprehensive review of its Finance and Accounting Department. The engagement includes evaluating organizational structure, staffing, workflows, accounting and financial management practices, budgeting and financial planning, internal controls, policies and compliance, technology and financial systems, and alignment with recognized governmental and municipal best practices. The selected consultant must provide a written final report containing an executive summary, methodology, assessment of current practices, benchmarking, identified strengths and deficiencies, prioritized recommendations, policy and procedure updates, organizational and staffing recommendations, internal-control and technology improvements, an implementation timeline, and a prioritized action plan. The consultant must also present findings and recommendations to the Town Council. Responses must include firm or consultant information, relevant experience, project-team qualifications, proposed approach and methodology, at least three comparable references, availability and schedule, and a fee proposal.

Classification Codes
NAICS541618Other Management Consulting Services
PSCR547STUDY/ACCOUNTING/FINANCIAL MGT
Smart Codes
municipal finance consultinginternal controls reviewfinancial process improvement
Specifications
Service Only
Timeline
Sep 7, 2026-Publication Date
Sep 15, 2026-Questions Due Date
Sep 23, 2026-Proposal Due Date
Nov 1, 2026-Contract Executed
Nov 1, 2026-Anticipated Project Start
Jan 1, 2027-Final Report Due
Requirements
Required
  • General Liability — $1,000,000.00
  • Automobile Liability — $1,000,000.00
  • Professional Liability — $1,000,000.00
  • Workers' Compensation
  • Employers' Liability — $500,000.00
Scored
  • Minimum 3 references
  • Client point of contact required for each reference
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