PACT Charter School Audit and Tax Services Proposal 2026
Pact Charter School OnlineSchool · Ramsey, MN- Due
- Jun 10, 2026
- Deadline passed
- Posted
- Jun 10, 2026
- Primary contact
- Bonnie Schwieger
- (952) 715-3065
The 30-second brief
PACT Charter School is procuring professional audit and tax services. The scope includes annual financial audits for the school and its building company activity, as well as the preparation of IRS Form 990 for both entities. Additionally, the scope may include a Single Audit per major program if applicable. The proposal outlines a four-step audit approach: client understanding, audit strategy design, audit execution, and audit completion. Fieldwork is anticipated to take 3-4 days in August, with drafted materials due by October 1st for presentation to the Board in October. The firm Abdo has proposed a fee structure for the years 2026, 2027, and 2028.
Drafted financial statements, Executive governance summary, Audit opinion, IRS Form 990
Industry experience, knowledge of compliance, ability to meet due dates, relationship-driven approach
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Summary
PACT Charter School is procuring professional audit and tax services.
The scope includes annual financial audits for the school and its building company activity, as well as the preparation of IRS Form 990 for both entities. Additionally, the scope may include a Single Audit per major program if applicable. The proposal outlines a four-step audit approach: client understanding, audit strategy design, audit execution, and audit completion. Fieldwork is anticipated to take 3-4 days in August, with drafted materials due by October 1st for presentation to the Board in October. The firm Abdo has proposed a fee structure for the years 2026, 2027, and 2028.
EVALUATION CRITERIA
4- Industry experience
- Knowledge of compliance
- Ability to meet due dates
- Relationship-driven approach
REQUIRED DELIVERABLES
4- Drafted financial statements
- Executive governance summary
- Audit opinion
- IRS Form 990
REQUIRED ATTACHMENTS
Appendix A, Appendix B (Peer Review Report)
REQUIRED STAFFING
3- Submit to
- Anoka, MN
- Scope location
- Anoka, MN
- Reported agency
- PACT Charter School
Questions about this RFP
How do I respond to this RFP from Pact Charter School Online?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 10, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Anoka, MN. For questions, contact Bonnie Schwieger.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Pact Charter School Online 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 Bonnie Schwieger at (952) 715-3065. 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: Partner, Senior Associate, Associate. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Drafted financial statements, Executive governance summary, Audit opinion, IRS Form 990. 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: "Industry experience, knowledge of compliance, ability to meet due dates, relationship-driven approach" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Pact Charter School Online?
All active and historical solicitations from Pact Charter School Online are tracked and searchable. As a school agency, Pact Charter School Online 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. This solicitation specifically requires the following attachments: Appendix A, Appendix B (Peer Review Report). Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Pact Charter School Online for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Anoka, MN. Review the full solicitation for detailed scope requirements.