Project Information

Bid Title

RFP: Professional Auditing Services

Issuing Agency

Town of Windsor, CA

Location

California

Published Date

Feb 2, 2026

Closing Date

Mar 2, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Bid Title:	RFP: Professional Auditing Services
Category:	Finance
Status:	Open

Description: The Town of Windsor is requesting proposals from qualified contractors for professional auditing service. Proposals Due: March 2, 2026 at 4:00 p.m. Publication Date/Time: 2/2/2026 10:00 AM Closing Date/Time: 3/2/2026 4:00 PM Contact Person: Ashley LaVelle Related Documents: RFP for Audit Services February 2026

Attachment Preview

TOWN OF WINDSOR, CA

REQUEST FOR PROPOSALS FOR PROFESSIONAL AUDITING

SERVICES

February 2026

Contents

1. Introduction ............................................................................................................................ 3

2. Town of Windsor .................................................................................................................... 3

3. Proposal Deadline and Contact Information ........................................................................... 4

4. Selection Schedule ................................................................................................................ 4

5. Scope of Services .................................................................................................................. 4

6. Auditor Requirements ............................................................................................................ 7

6.1 Working Paper Retention and Access ........................................................................... 7

6.2 Providing an Audit Work Schedule ................................................................................ 7

6.3 Miscellaneous Auditor Opinions .................................................................................... 7

6.4 Additional Provisions..................................................................................................... 7

7. Town Provisions..................................................................................................................... 8

8. Term of Service...................................................................................................................... 8

9. Service Agreement................................................................................................................. 8

10. Required Proposal Content .................................................................................................. 9

Exhibit A – Standard Professional Services Agreement (Example) ...........................................14

Scope of Services .................................................................................................................28

Schedule of Services.............................................................................................................29

Exhibit B – Cost Estimate Worksheet........................................................................................30

Town of Windsor

RFP for Professional Auditing Services

February 2026

1. Introduction

The Town of Windsor (“Town”) is requesting proposals from qualified firms of certified public

accountants to audit its financial activity. This includes auditing the basic financial statements of

its general government and component units, financial compliance requirements (including

single audit requirements), and internal financial controls. These audits are to be performed in

accordance with generally accepted auditing standards.

2. Town of Windsor

The Town of Windsor is located within Sonoma County north of the San Francisco Bay Area in

Northern California.

Incorporated in 1992, Windsor is a general law, partial service Town with a population of around

26,000 residents. Windsor employs approximately 115 regular, full-time positions. The Town

contracts for police services and animal control services with Sonoma County. The Town does

not administer functions related to fire or library services. Water and wastewater enterprise

services are administered by a special district, which is staffed by Town personnel and

governed by the same five-member board that comprises the Town Council. The Town was

granted approval from the Department of Finance, to dissolve the Successor Agency to the

Windsor Redevelopment Agency on June 20, 2025.

The Administrative Services Department for the Town performs and manages regular

accounting, investment activities, utility billing, accounts payable and receivable, financial

management, reporting, and purchasing functions. The department is staffed with thirteen

positions, the Administrative Services Director serving as the department head.

The Town’s current accounting software is Eden, a Tyler Technology product. The Town is

projecting go-live dates for a new Tyler Enterprise Resource Planning (ERP) software as

follows: Financials Module 7/1/2026; Utility Billing Module 7/1/2027; Human Resources

Management Module 7/1/2027.

For fiscal year, 2024-25, the Town maintained a general fund, 12 special revenue funds, 9

capital project funds, 4 enterprise funds for water and wastewater, and 1 trust and agency

funds. The Town Council appropriated an operating budget of approximately $60 million for FY

2025-26. A copy of the adopted budget can be found on the Town’s website under Town Hall,

Administrative Services, Finance, Windsor, CA - Official Website | Official Website.

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Town of Windsor

RFP for Professional Auditing Services

February 2026

3. Proposal Deadline and Contact Information

Proposals must be received no later than 4:00 PM on March 2, 2026, for consideration.

Submitted proposals should be in a digital format emailed to the email below:

Town of Windsor

Nick Walker, Administrative Services Director

nwalker@townofwindsor.ca.gov

General inquiries related to this RFP can be directed to the Accounting Manager at:

Town of Windsor

Ashley LaVelle, Accounting Manager

Phone: (707) 838-5350

Email: alavelle@townofwindsor.ca.gov

4. Selection Schedule

The following includes the tentative schedule for auditor selection, contract execution, and

desired audit commencement.

Proposal Submittal Deadline

Committee Review and Recommendation

Council Review and Approval

Contract Execution

Audit Commencement

March 2, 2026

March 3-5, 2019

March 18, 2026

March 31,2026

July 1, 2027

5. Scope of Services

The Auditor shall perform and provide the following for the Town of Windsor and its blended

component units, including the Windsor Joint Financing Authority (JPA), and the Windsor Water

District.

1. Audit the Town’s basic financial statements in accordance with GAAS in the United

States and the standards applicable to financial audits contained in Government Auditing

Standards, issued by the Comptroller General of the United States;

2. Express an opinion on the financial statements as to whether they present fairly, in all

material respects, the financial position of the Town and the changes in financial position

and cash flow (where applicable) in conformity with generally accepted accounting

principles (GAAP) and issue an independent auditors’ report stating this opinion;

3. Test internal control over financial reporting and compliance with certain provisions of

laws, regulations, contracts and grant agreements and other matters, in accordance with

Government Auditing Standards, and issue a report on their consideration;

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Town of Windsor

RFP for Professional Auditing Services

February 2026

4. Apply limited procedures related to the Required Supplementary Information (RSI),

Management’s Discussion and Analysis (MD&A), budgetary comparison information,

and the Supplementary Information;

5. Prepare Report to Town Council and Management which identifies control deficiencies,

significant deficiencies and material weaknesses;

6. Complete Single Audit of federal expenditures in compliance with the provisions of the

Single Audit Act Amendments of 1996 and the provisions of U.S. Office of Management

and Budget (OMB) Circular Title 2 CFR 200, and issue report on compliance with

requirements applicable to each major program and internal control over compliance in

accordance with OMB Circular Title 2 CFR 200, as well as a report on compliance and

on internal control over financial reporting based on an audit of financial statements

preformed in accordance with Government Auditing Standards;

7. Provide general consultation as required, during the year, on financial reporting matters,

including implementation of any new GASB statements that are relevant to the Town;

8. As requested by the bond financing team, issue a “consent and citation of expertise” as

the auditor and any necessary “comfort letters” in relationship to Town’s financial

statements and auditors’ report, which are included in the Official Statement prepared in

connection with sale of debt securities.

Report.

9. Auditor shall provide:

One reproducible electronic master of the Independent Auditor Report of items 1-

4 above, management letter, and all audited financial statements in their entirety.

10. Auditors shall ensure that the Town is informed of each of the following:

A. The Auditor’s responsibility under generally accepted auditing standards

B. Significant accounting policies

C. Management judgments and accounting estimates

D. Other information in documents containing audited financial statements

E. Disagreements with management

F. Management consultation with other accountants

G. Major issued discussed with management prior to retention

H. Difficulties encountered in performing the audit

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Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541990All Other Professional, Scientific, and Technical Services

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