District engages CPA firm for AU reorganization review

Montezuma-Cortez School District RE-1 engaged Wall, Smith, Bateman Inc. to perform agreed-upon procedures evaluating the financial impact of its proposed administrative unit reorganization and separation from San Juan BOCES. The CPA firm issued its independent accountant’s report on June 10, 2025, analyzing projected revenues, expenditures, and fund balance impacts.

Scope & details

The full contract record, as filed.

Contract type

PROFESSIONAL_SERVICES

Renewal

Report dated June 10, 2025 reflects completion of a specific agreed-upon procedures engagement; any renewal would require a new engagement letter between the District and the firm.

Document type

Report

Source document

Montezuma-Cortez School District RE-1 Administrative Unit Reorganization Agreed-Upon Procedures Report 2025-06-10

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the professional services contract by Montezuma-Cortez School District RE-1?

Wall, Smith, Bateman Inc was awarded this professional services contract by Montezuma-Cortez School District RE-1, as recorded on June 10, 2025.

What type of contract is this?

This is a Professional Services contract, documented as a report record.

Where was this contract approved?

This contract appears in Montezuma-Cortez School District RE-1 Administrative Unit Reorganization Agreed-Upon Procedures Report 2025-06-10 (Report), dated June 10, 2025 from Montezuma-Cortez School District RE-1. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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