Stoughton Public Schools - Agreed-Upon Procedures, Financial Controls, Compliance and Forensic Review - RFP - 2026
Town of StoughtonCity · Stoughton, MA- Due
- Oct 16, 2026
- Deadline passed
- Posted
- Sep 25, 2026
- Primary contact
- Kathy Lanzarotto
- (781) 344-4000
The 30-second brief
Stoughton Public Schools seeks proposals from independent certified public accounting firms to conduct a comprehensive agreed-upon procedures engagement, financial controls review, compliance evaluation, and forensic review of district financial operations for the period of July 1, 2023, through June 30, 2026. The scope encompasses reviewing cash receipts and disbursements, payroll processing, accounts payable and receivable, purchasing and invoice approval, journal entries, bank reconciliations, budget development and monitoring, encumbrances, excess and deficiency funds, student activity accounts, grant accounting, municipal assessment calculations, and procurement practices under Massachusetts General Laws including Chapter 30B. Proposals are due by October 16, 2026, at 12:00 noon, submitted to Stoughton Public Schools, 31 Pierce Street, Stoughton, MA 02072. Vendors must demonstrate at least 10 years of experience in Massachusetts municipal and public school finance.
Agreed-Upon Procedures Engagement, Financial Controls, Compliance and Forensic Review report
Qualifications, certifications and experience of the firm and assigned personnel, Demonstrated experience performing similar engagements for Massachusetts municipalities and public school districts, Technical understanding of governmental accounting, internal controls and applicable Massachusetts laws and regulations, Forensic accounting and data-analytics capabilities/experience, Quality, completeness and practicality of the proposed methodology, Independence, objectivity and absence of conflicts of interest, Ability to complete the engagement within the proposed schedule, References, Overall value and cost-effectiveness of the proposal
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Summary
Stoughton Public Schools seeks proposals from independent certified public accounting firms to conduct a comprehensive agreed-upon procedures engagement, financial controls review, compliance evaluation, and forensic review of district financial operations for the period of July 1, 2023, through June 30, 2026.
The scope encompasses reviewing cash receipts and disbursements, payroll processing, accounts payable and receivable, purchasing and invoice approval, journal entries, bank reconciliations, budget development and monitoring, encumbrances, excess and deficiency funds, student activity accounts, grant accounting, municipal assessment calculations, and procurement practices under Massachusetts General Laws including Chapter 30B. Proposals are due by October 16, 2026, at 12:00 noon, submitted to Stoughton Public Schools, 31 Pierce Street, Stoughton, MA 02072. Vendors must demonstrate at least 10 years of experience in Massachusetts municipal and public school finance.
EVALUATION CRITERIA
Qualifications, certifications and experience of the firm and assigned personnel, Demonstrated experience performing similar engagements for Massachusetts municipalities and public school districts, Technical understanding of governmental accounting, internal controls and applicable Massachusetts laws and regulations, Forensic accounting and data-analytics capabilities/experience, Quality, completeness and practicality of the proposed methodology, Independence, objectivity and absence of conflicts of interest, Ability to complete the engagement within the proposed schedule, References, Overall value and cost-effectiveness of the proposal
REQUIRED DELIVERABLES
3- Agreed-Upon Procedures Engagement
- Financial Controls
- Compliance and Forensic Review report
REQUIRED ATTACHMENTS
7- Price Proposal Form
- Form A Non-Collusion
- Form B Tax Compliance
- Form C Certificate of Corporate Authority
- Peer-review or quality-control report
- Resumes
- References
- Submit to
- Stoughton Public Schools 31 Pierce Street, Stoughton, MA 02072
- Scope location
- Stoughton, MA
Questions about this RFP
How do I respond to this RFP from Town of Stoughton?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 16, 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: Stoughton Public Schools 31 Pierce Street, Stoughton, MA 02072. For questions, contact Kathy Lanzarotto.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Stoughton in MA, 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 Kathy Lanzarotto at (781) 344-4000. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Agreed-Upon Procedures Engagement, Financial Controls, Compliance and Forensic Review report. 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: "Qualifications, certifications and experience of the firm and assigned personnel, Demonstrated experience performing similar engagements for Massachusetts municipalities and public school districts, T..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Town of Stoughton?
All active and historical solicitations from Town of Stoughton are tracked and searchable. As a city agency, Town of Stoughton 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: Price Proposal Form, Form A Non-Collusion, Form B Tax Compliance, Form C Certificate of Corporate Authority, peer-review or quality-control report, resumes, references. Review the full document from Town of Stoughton for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Stoughton, MA. Review the full solicitation for detailed scope requirements.