Request For Proposal

 

Now Seeking Bids For Bookkeeping Services

District Governor Julie Craig
2016-2017
 
Request for Proposal
 
District 6270 is seeking bids for its Bookkeeping services.  Position is currently open with no volunteers secured. Hence, we are looking into hiring someone within our District for these services.  This person would work jointly with the District Treasurer.   Please see position description for additional details relating to this.
 
All Request for Proposals should be submitted by December 15, 2016 to Bob Nolan.  
 
Please Include a resume showing related work experience and three (3) references in addition to cost for these services.
 
Remit application letter with resume to Bob Nolan, District Treasurer, rnolan@nolanacctgctr.com
 
Questions:  Contact Bob Nolan, 414-425-9061
 
 
District 6270 Bookkeeper Responsibilities
 
Qualifications /Skills needed:
  • Experience and/or education in accounting procedures.
  • Familiarity in using Quick Books, Word, Excel software and the Internet. 
  • Must have computer / printer with current compatible versions of software.
  • Must be willing to learn and be familiar with how the Rotary District works
  • Estimated work time is 20 hours per month more/less.
 
Duties:
  • The Rotary District Treasurer will authorize payment requests.  Prints checks on a timely basis for the Rotary District Treasurer’s and other Rotary Officer’s signature, as needed.  Checks shall be generated only after approval by the Treasurer.
  • Invoice and collect the Rotary semi-annual dues /assessments from all clubs in the District.  Deposit these funds in the proper bank account at the direction of the Treasurer.
  • Answer all questions relating to the book entries involving funds deposited and disbursed.
  • Participate with the Treasurer in reconciling the monthly bank statements.
  • Prepare and furnish to the Treasurer monthly financial reports, including balance sheet, income statement and general ledger, at least one week before the quarterly District Executive Committee.
  • Keep a file of all deposit statements, reconciled bank statements, reimbursement forms with attached receipts and all correspondence relating to financial matters that are received by the District.
  • Assist the Treasurer in keeping track of the District Governor’s expenses and submit those expenses to Rotary International for proper reimbursement.
  • Assist the Treasurer in handling all funds for the district Youth Exchange and Grants, both Global and District and other related programs. 
  • Perform any other related duties as directed by the District Treasurer.
 
Other
  • Initial term of appointment will be 2 years with renewal options, as mutually determined by the Treasurer.
  • A stipend may be paid as determined by the District Executive Committee.
  • The bookkeeper may collect reimbursement for postage, paper, ink cartridges and other necessary supplies to keep books upon submission of receipts and reimbursement form.
  • The District Treasurer has the authority to hire and terminate the appointment of the bookkeeper with the approval of the Executive Committee.
  • The bookkeeper is a non-voting member of the District Executive Committee and may be required to attend the Executive Committee meetings in the Treasurer’s absence.