Union Health District - Bookkeeping Service RFP
Posted: 3/9/26
Union Health District
PO Box 141
Seaside, OR 97138-0141
1. Introduction
The Union Health District (UHD) is requesting proposals from qualified firms or individuals to provide professional bookkeeping services. UHD seeks a service provider capable of supporting the District with accurate financial recordkeeping, reporting, and budget support consistent with applicable public district requirements.
2. Background
The Union Health District is a public district located in Clatsop County, Oregon. The District requires bookkeeping services to maintain accurate financial records, assist with financial reporting, and support the District’s Board of Directors in fulfilling its fiscal oversight responsibilities.
3. Scope of Services
The selected service provider will perform bookkeeping services including, but not limited to, the following responsibilities:
- Recording Clatsop County receipts and annual lease income
- Processing vendor invoices and preparing them for submission to the UHD Board of Directors for approval at monthly board meetings
- Reconciling District bank account(s)
- Assisting with development and maintenance of the District’s annual budget
- Preparing monthly financial statements using QuickBooks for review at UHD Board meetings
- Providing copies of monthly Clatsop County receipts for review at UHD Board meetings
The selected provider will work collaboratively with the District to ensure accurate, timely, and transparent financial reporting.
4. Proposal Requirements
- Interested parties should submit the following information:
- Brief description of the firm or individual
- Relevant bookkeeping experience
- Experience working with public agencies or Special Districts (if applicable)
- Proposed fee structure
- Availability to begin services
- Professional references (if available)
Additional information or references may be requested during the evaluation process.
5. Submission Instructions
Proposals must be submitted no later than March 31, 2026. Responses may be submitted by email or mail to:
William Montero
Treasurer, Union Health District
PO Box 141
Seaside, OR 97138-0141
Email: wsmontero+UHD@gmail.com
Phone: (206) 250-5919
6. Selection Process
The Union Health District will review all submitted proposals and may contact respondents for additional information or clarification. The District reserves the right to request additional materials or references as part of the evaluation process.
7. Contact Information
For questions regarding this RFP, please contact:
William Montero
Treasurer, Union Health District
(206) 250-5919
Thank you for your interest in providing services to the Union Health District. The District appreciates your consideration and looks forward to reviewing your proposal