Eagle Ridge Academy Comprehensive Financial Services and Fractional CFO RFP 2025
Eagle Ridge Academy Lower SchoolSchool · Minnetonka, MN- Due
- Nov 6, 2025
- Deadline passed
- Posted
- Oct 6, 2025
- Primary contact
- Karen Conner
- (952) 746-7760
The 30-second brief
Eagle Ridge Academy, a Minnesota public charter school with 1,550 students, is soliciting proposals for full-service financial management. The scope of work includes core accounting (general ledger, AP/AR, payroll), monthly reconciliations, UFARS compliance, MDE and federal reporting, annual budgeting, multi-year forecasting, and audit preparation. The engagement also requires a fractional dedicated Chief Financial Officer (CFO) to provide strategic leadership, attend board meetings, and guide capital projects or bond financing. Proposals are due November 6, 2025, with an anticipated contract start date of July 1, 2026. Evaluation will be based on charter school experience (25%), personnel qualifications (20%), delivery approach (20%), cost (15%), references (10%), and value-added services (10%).
General ledger management, Monthly financial statements, UFARS reporting, Annual budgets, Audit schedules, Strategic financial plans
Charter School Financial Management Experience (25%), Qualifications of Key Personnel (20%), Service Delivery Approach (20%), Cost Proposal (15%), References and Past Performance (10%), Value-Added Services (10%)
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Summary
Eagle Ridge Academy, a Minnesota public charter school with 1,550 students, is soliciting proposals for full-service financial management.
The scope of work includes core accounting (general ledger, AP/AR, payroll), monthly reconciliations, UFARS compliance, MDE and federal reporting, annual budgeting, multi-year forecasting, and audit preparation. The engagement also requires a fractional dedicated Chief Financial Officer (CFO) to provide strategic leadership, attend board meetings, and guide capital projects or bond financing. Proposals are due November 6, 2025, with an anticipated contract start date of July 1, 2026. Evaluation will be based on charter school experience (25%), personnel qualifications (20%), delivery approach (20%), cost (15%), references (10%), and value-added services (10%).
EVALUATION CRITERIA
REQUIRED DELIVERABLES
6- General ledger management
- Monthly financial statements
- UFARS reporting
- Annual budgets
- Audit schedules
- Strategic financial plans
REQUIRED STAFFING
Fractional Chief Financial Officer (CFO), support staff
- Submit to
- [email protected]
- Scope location
- Minnetonka, MN
- Reported agency
- Eagle Ridge Academy
Questions about this RFP
How do I respond to this RFP from Eagle Ridge Academy Lower School?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 6, 2025. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: [email protected]. For questions, contact Karen Conner.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Eagle Ridge Academy Lower School in MN, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Karen Conner at (952) 746-7760. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: Fractional Chief Financial Officer (CFO), support staff. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: General ledger management, Monthly financial statements, UFARS reporting, Annual budgets, Audit schedules, Strategic financial plans. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Charter School Financial Management Experience (25%), Qualifications of Key Personnel (20%), Service Delivery Approach (20%), Cost Proposal (15%), References and Past Performance (10%), Value-Added Se..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Eagle Ridge Academy Lower School?
All active and historical solicitations from Eagle Ridge Academy Lower School are tracked and searchable. As a school agency, Eagle Ridge Academy Lower School regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
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, past performance references, and any forms specified in the solicitation. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Eagle Ridge Academy Lower School for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Minnetonka, MN. Review the full solicitation for detailed scope requirements.