Switzerland of Ohio Local School District GAAP Financial Statement Preparation Proposal 2026
- Due
- Aug 31, 2026
- Deadline passed
- Posted
- Jul 28, 2026
- Contract term
- 3 years
- Primary contact
- Carrie Waid
- (614) 846-1899
The 30-second brief
Julian & Grube, Inc. proposes to assist the Switzerland of Ohio Local School District with GAAP-basis financial statement preparation and compilation for FY2026. The proposal includes a fixed fee schedule and requires acceptance by August 31, 2026.
Basic Financial Statements (BFS), Management Discussion and Analysis (MD&A), Note Disclosures, Compilation Report
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Summary
Julian & Grube, Inc. proposes to assist the Switzerland of Ohio Local School District with GAAP-basis financial statement preparation and compilation for FY2026. The proposal includes a fixed fee schedule and requires acceptance by August 31, 2026.
REQUIRED DELIVERABLES
4- Basic Financial Statements (BFS)
- Management Discussion and Analysis (MD&A)
- Note Disclosures
- Compilation Report
REQUIRED STAFFING
Partner
- Scope location
- Woodsfield, OH
- Reported agency
- Switzerland of Ohio Local School District
Questions about this QUOTE
How do I respond to this Quote from Switzerland of Ohio Local Schools?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 31, 2026. The solicitation specifies required deliverables that must be addressed in your response. For questions, contact Carrie Waid.
Can small businesses or minority-owned firms bid on this Quote?
Most government agencies, including Switzerland of Ohio Local Schools in OH, 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 Quote 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 Carrie Waid at (614) 846-1899. 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. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Basic Financial Statements (BFS), Management Discussion and Analysis (MD&A), Note Disclosures, Compilation Report. Proposals should clearly address how each deliverable will be met.
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Where can I find more RFPs from Switzerland of Ohio Local Schools?
All active and historical solicitations from Switzerland of Ohio Local Schools are tracked and searchable. As a school agency, Switzerland of Ohio Local Schools regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
What documents are required to bid on this Quote?
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 Switzerland of Ohio Local Schools for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Woodsfield, OH. Review the full solicitation for detailed scope requirements.