Civic IQ
RFPCLOSED

REQUEST FOR PROPOSAL

Berne-Knox-Westerlo Central School District, Berne, NY·School
Jan 15, 2024
Posted Date
Feb 15, 2024
Submission Deadline
Reported: BERNE-KNOX-WESTERLO CENTRAL SCHOOL DISTRICT
Stacy King-McElhiney
(518) 872-5115
3 year term
36 months duration
Berne, New York
Submit at: 1738 Helderberg Trail, Berne, New York 12023

Summary

The Berne-Knox-Westerlo Central School District is soliciting proposals from qualified firms of certified public accountants to audit its financial statements for the fiscal years ending June 30, 2024, 2025, and 2026, with an option to extend for two additional years. The audit is to be performed in accordance with generally accepted auditing standards.

Evaluation Criteria

Independence, Prior single Audit Experience, Firm Qualifications and Experience, Partner, Supervisory and Staff Qualifications and Experience, Similar Engagements with Other School Districts, Specific Audit Approach

Required Deliverables

Independent Auditor's Report on Basic Financial Statements, Management Discussion and Analysis, Statement of Net Position, Statement of Activities, Balance Sheet - District Funds, Reconciliation of Fund Balances to Net Position, Statements of Revenues, Expenditures, Expenditures and Changes in Fund Balances - District Funds, Reconciliation of District Funds Revenues, Expenditures, and Changes in Fund Balances to the Statement of Activities, Statement of Fiduciary Net Position - Fiduciary Funds and Statement of Changes in Fiduciary Net Position – Fiduciary Funds, Notes to the Financial Statements, Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget (Non-GAAP Basis) and Actual - General Fund, Schedule of Change From Adopted Budget to Revised Budget - General Fund, Schedule of use of Unreserved Fund Balance - General Fund, Schedule of Project Expenditures - Capital Project fund, Schedule of Certain Revenues and Expenditures compared to ST-3 Data, Combined Balance Sheet – Non-Major District Funds, Combined Statement of Revenues, Expenditures, and Changes in Fund Balance - Non-Major District Funds, Schedule of Investment in Capital Assets, Net of Related Debt, Notes to Schedule of Federal Awards, Independent Auditor's Report on the Internal Control Structure, Independent Auditor's Report on Compliance, Schedule of Findings and Questioned Costs, Corrective Active Plan for A-133 audit findings, Independent Auditor's Report on Internal Control Related to the Financial Statements and Major Program, Independent Auditor's Report on Compliance with Laws, Regulation, and the Provisions of Contracts or Grant Agreements.

Required Attachments

Technical Proposal (including Title Page, Table of Contents, Transmittal Letter, Detailed Proposal), Sealed Dollar Cost Bid

Required Staffing Roles

Partners, Managers, Supervisory Staff, Staff, Other

Section 4.2 — Scope of Services and Deliverables

The selected vendor shall provide all labor, materials, equipment, and supervision necessary to perform the services described herein. Work shall commence within fifteen (15) calendar days of the Notice to Proceed and shall be completed within the timeframe specified in the project schedule attached as Exhibit B.

Proposals must include a detailed implementation timeline, staffing plan with key personnel qualifications, and three (3) references from comparable government engagements completed within the past five years. Evaluation will be based on technical approach (40%), experience and qualifications (30%), cost proposal (20%), and small business participation plan (10%).

Source Document Available

The full solicitation document, attachments, and evaluation details are available on Civic IQ. Book a demo to get access.

Frequently Asked Questions

How do I respond to this RFP from Berne-Knox-Westerlo Central School District?

To respond, review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is February 15, 2024. Proposals should be submitted to: 1738 Helderberg Trail, Berne, New York 12023. For questions, contact Stacy King-McElhiney at (518) 872-5115.

What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. Key factors are outlined in the Evaluation Criteria section above. Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Berne-Knox-Westerlo Central School District?

Civic IQ tracks all active and historical solicitations from Berne-Knox-Westerlo Central School District. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts — giving you a complete picture of the procurement landscape.

What is the contract term for this solicitation?

The anticipated contract term is 3 years. Contract terms may include renewal options. Review the full solicitation document for details on renewal periods, performance benchmarks, and termination clauses.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications or licenses, past performance references, and any forms or attachments specified in the solicitation. Review the full document from Berne-Knox-Westerlo Central School District for the complete list of required submissions.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Berne-Knox-Westerlo Central School District in NY, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Some solicitations include set-aside provisions or evaluation preferences for these firms. Check the full solicitation for any small business participation goals or requirements.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This process typically includes an initial compliance check, technical evaluation, cost analysis, and may involve oral presentations or interviews with shortlisted vendors. The timeline from submission to award varies but usually takes several weeks to months.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact for this solicitation is Stacy King-McElhiney at (518) 872-5115. Questions and answers are typically shared with all prospective bidders to ensure fairness. Check the solicitation for the question submission deadline and process.

Browse all agencies in NY →

Stop chasing RFPs.
Start shaping them.

Somewhere in the country, an agency is discussing a project you could win. See the signal before your competitors do.