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Request for Proposals (RFP): Bookkeeping Services

Description: Donnelly Public Library District 150 E. State Street Donnelly, ID 83615 RFP release date: October 15, 2026 Questions due: October 31, 2026 Proposal due date: November 15, 2026 Anticipated project start date: December 1, 2026 1. Introduction The Donnelly Public Library District is seeking proposals from qualified bookkeepers to provide financial and bookkeeping services. The selected bookkeeper will work directly with the Library District Board of Trustees to establish and maintain the library’s annual budget. The bookkeeper will also help prepare monthly financial reports and provide the Trustees with bank statements and account balances for the general ledger, building, and programming funds. 2. Project Overview Working directly with the Board of Trustees, the bookkeeper will support the development and management of the library’s annual operating budget. Responsibilities will also include assisting with monthly profit-and-loss reporting and submitting bank statements and account balances to the Trustees for the general ledger, building, and programming accounts. 3. Scope of Work The selected bookkeeper is expected to provide the following services: 3.1 Monthly Financial Reporting and Services Prepare and submit monthly profit-and-loss statements to the Trustees no later than the first Thursday of each month. Assist with refining the annual budget. Process payroll and direct deposits in coordination with the Library Director. Provide cost estimates as needed. Assist the Trustees and Library Director with annual filings and reporting required under applicable Idaho requirements, including L-2, SOS, and ICFL reporting. Provide and maintain the financial software and licenses used for accounting services. 3.2 Budget Management Develop a detailed work timeline with milestones. Coordinate with library operations to understand budget needs. Provide monthly budget updates to the Trustees. Provide proof of compliance with state and local requirements upon request. Coordinate payroll and direct deposit with the Library Director. 4. Proposal Requirements Proposals must include: Company name, address, and contact information. A description of the company’s qualifications and experience. The proposed approach and services. Accounting software to be used. Proof of licensing, insurance, bonding, and certifications if applicable. At least three references from recent, similar projects. 5. Evaluation Criteria Proposals will be evaluated based on: Compliance with the RFP requirements. Experience with similar projects. Quality and feasibility of the proposal. Total cost and clarity of the cost breakdown. References and prior performance. 6. Budget Proposals must include a clear, itemized budget. The Library District reserves the right to request clarification or modifications. 7. Timeline Milestone RFP issued: October 15, 2026 Questions due: October 31, 2026 Proposals due: November 15, 2026 Anticipated project start date: December 1, 2026 The Library District may adjust these dates as needed. 8. Submission Instructions Submit proposals electronically to the Library Trustees at [email protected]. Proposals may also be delivered in person or mailed to: Donnelly Public Library District P.O. Box 403 Donnelly, ID 83615 9. Terms and Conditions The Library District reserves the right to accept or reject any or all proposals. The lowest-cost proposal will not necessarily be selected. All work must comply with applicable local, state, and federal regulations. A final contract will specify payment terms and project expectations. 10. Contact Information For questions or to schedule a site visit, contact the Donnelly Public Library District Trustees at [email protected].

Buyer
Donnelly Public Library District

SpecialDistrict · ID, US

Released
Oct 15, 2026
Closes
Nov 15, 2026(11 days left)
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