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RFPCLOSED

REQUEST FOR PROPOSAL: External Auditing Services & Fiscal Reporting RFP #24-EAS

Shelter Island Union Free School District, Shelter Island, NY·School
Jun 20, 2023
Submission Deadline
Reported Agency
SHELTER ISLAND UNION FREE SCHOOL DISTRICT
Primary Contact
Debbie Vecchio · 631-749-0302 x195
Contract Term
5 years
Duration
60 months
Scope Location
Shelter Island, NY
Submission Address
SHELTER ISLAND UNION FREE SCHOOL DISTRICT, Attn: Debbie Vecchio, District Treasurer, RFP#24-EAS External Auditing Services & Fiscal Reporting, 33 North Ferry Road, PO Box 2015, Shelter Island, NY 11964

Summary

The Shelter Island Union Free School District is seeking proposals from qualified and experienced Certified Public Accounting firms for external auditing services and fiscal reporting for the district. The contract is for one year, renewable for four additional years, beginning July 1, 2024.

Evaluation Criteria

Mandatory Criteria (qualifications, independence, quality control/peer review, adherence to instructions), Technical Criteria (expertise, experience, quality of personnel), Cost Criteria (cost will not be the primary factor).

Required Deliverables

Annual management letters, Auditing of financial statements of governmental activities, each major fund, and fiduciary funds, Attendance at Board of Education and Audit Committee meetings, Availability by telephone and in person to address questions, Final audit report, Minimum Audit Schedules, Audit opinion with financial statements and notes, Management letter, Audit plans, Descriptive risk assessment document, Presentation to Board of Education, Draft audit report review, Submission to NYS Education Department.

Required Attachments

Resumes, Proof of insurance, Copy of latest peer review, Current governmental audit client list, Signed forms (Pages 10-18), Pricing proposal form (Page 9).
1058
days late

This was decided in a budget meeting long before the RFP was public. Civic IQ had it then. Next one doesn't have to get away.

Frequently Asked Questions

How do I respond to this RFP from Shelter Island Union Free School District?

To respond, review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 20, 2023. Proposals should be submitted to: SHELTER ISLAND UNION FREE SCHOOL DISTRICT, Attn: Debbie Vecchio, District Treasurer, RFP#24-EAS External Auditing Services & Fiscal Reporting, 33 North Ferry Road, PO Box 2015, Shelter Island, NY 11964. For questions, contact Debbie Vecchio at 631-749-0302 x195.

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 Shelter Island Union Free School District?

Civic IQ tracks all active and historical solicitations from Shelter Island Union Free 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 5 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 Shelter Island Union Free School District for the complete list of required submissions.

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

Most government agencies, including Shelter Island Union Free 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 Debbie Vecchio at 631-749-0302 x195. Questions and answers are typically shared with all prospective bidders to ensure fairness. Check the solicitation for the question submission deadline and process.

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