Westbury Union Free School District Independent External Audit Services RFP #2025/26-07
Westbury Union Free School DistrictSchool · Old Westbury, NY- Due
- Jan 6, 2026
- Deadline passed
- Posted
- Dec 11, 2025
- Contract term
- 5 years
The 30-second brief
Westbury Union Free School District is seeking proposals for independent external audit services for its financial statements for the fiscal year ending June 30, 2027, and the four succeeding years. The audit will encompass all funds, including extra-classroom activity funds and federal monies.
Independent Auditor's Report on Basic Financial Statements with Accompanying Required Supplementary Information and Supplementary Information, Management Discussion and Analysis, Statement of Net Position, Statement of Activities, Balance Sheet - Governmental Funds, Reconciliation of Governmental Fund Balances to Government-Wide Net Position, Statement of Revenues, Expenditures, Expenditures and Changes in Fund Balances-Governmental Funds, Reconciliation of Statement of Revenues, Expenditures, And Changes in Fund Balances to the Statement of Activities, Statement of Fiduciary Net Assets - Fiduciary Funds and Statement of Changes in Fiduciary Net Assets - Fiduciary Funds, Notes to the Financial Statements, Schedule of Revenues, Expenditures, And Changes in Fund Balance - Budget (Non-GAAP Basis) and Actual - General Fund, Schedule of Proportionate Share of Net Pension Liability (Asset), Schedule of Pension Contributions, Schedule of Changes in Total OPEB Liability and Related Ratios, Schedule of Change from Adopted Budget to Revised Budget - General Fund, Schedule of use of Unreserved Fund Balance - General Fund, Schedule of Project Expenditures - Capital Project fund (if applicable), Schedule of Investment in Capital Assets, Net of Related Debt, Independent Auditor's Report on the Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Generally Accepted Government Auditing Standards, Independent Auditor's Report on Compliance for Each Major Federal Program and Report on Internal Control over Compliance Required by Uniform Guidance, Schedule of Expenditures of Federal Awards, Notes to Schedule of Federal Awards, Schedule of Findings and Questioned Costs (if applicable), Corrective Active Plan for A-133 audit findings for federal awards (if applicable), Management letter
Qualifications - experience of firm, size and experience of staff, educational back-ground, specialized skills, Reference checks, The clarity of the firm's proposal, Audit approach, The fees to be charged, The firm's past performance on meeting deadlines, Result of peer review
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Summary
Westbury Union Free School District is seeking proposals for independent external audit services for its financial statements for the fiscal year ending June 30, 2027, and the four succeeding years. The audit will encompass all funds, including extra-classroom activity funds and federal monies.
EVALUATION CRITERIA
10- Qualifications - experience of firm
- Size and experience of staff
- Educational back-ground
- Specialized skills
- Reference checks
- The clarity of the firm's proposal
- Audit approach
- The fees to be charged
- The firm's past performance on meeting deadlines
- Result of peer review
REQUIRED DELIVERABLES
Independent Auditor's Report on Basic Financial Statements with Accompanying Required Supplementary Information and Supplementary Information, Management Discussion and Analysis, Statement of Net Position, Statement of Activities, Balance Sheet - Governmental Funds, Reconciliation of Governmental Fund Balances to Government-Wide Net Position, Statement of Revenues, Expenditures, Expenditures and Changes in Fund Balances-Governmental Funds, Reconciliation of Statement of Revenues, Expenditures, And Changes in Fund Balances to the Statement of Activities, Statement of Fiduciary Net Assets - Fiduciary Funds and Statement of Changes in Fiduciary Net Assets - Fiduciary Funds, Notes to the Financial Statements, Schedule of Revenues, Expenditures, And Changes in Fund Balance - Budget (Non-GAAP Basis) and Actual - General Fund, Schedule of Proportionate Share of Net Pension Liability (Asset), Schedule of Pension Contributions, Schedule of Changes in Total OPEB Liability and Related Ratios, Schedule of Change from Adopted Budget to Revised Budget - General Fund, Schedule of use of Unreserved Fund Balance - General Fund, Schedule of Project Expenditures - Capital Project fund (if applicable), Schedule of Investment in Capital Assets, Net of Related Debt, Independent Auditor's Report on the Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Generally Accepted Government Auditing Standards, Independent Auditor's Report on Compliance for Each Major Federal Program and Report on Internal Control over Compliance Required by Uniform Guidance, Schedule of Expenditures of Federal Awards, Notes to Schedule of Federal Awards, Schedule of Findings and Questioned Costs (if applicable), Corrective Active Plan for A-133 audit findings for federal awards (if applicable), Management letter
REQUIRED ATTACHMENTS
5- APPENDIX A: PROPOSER GUARANTEES/WARRANTIES
- References
- Vendor Disclosure Certification
- Non-Collusive Bidding Certification
- PROPOSER'S CERTIFICATION OF COMPLIANCE WITH IRAN DIVESTMENT ACT OF 2012
- Submit to
- Purchasing Agent, Westbury Union Free School District, Two Hitchcock Lane, Old Westbury, New York 11568
Questions about this RFP
How do I respond to this RFP from Westbury Union Free School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 6, 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: Purchasing Agent, Westbury Union Free School District, Two Hitchcock Lane, Old Westbury, New York 11568.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Westbury Union Free School District in NY, 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.
What are the key deliverables?
The solicitation specifies the following deliverables: Independent Auditor's Report on Basic Financial Statements with Accompanying Required Supplementary Information and Supplementary Information, Management Discussion and Analysis, Statement of Net Position, Statement of Activities, Balance Sheet - Governmental Funds, Reconciliation of Governmental Fu. Proposals should clearly address how each deliverable will be met.
Show 4 more questions
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 - experience of firm, size and experience of staff, educational back-ground, specialized skills, Reference checks, The clarity of the firm's proposal, Audit approach, The fees to be cha..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Westbury Union Free School District?
All active and historical solicitations from Westbury Union Free School District are tracked and searchable. As a school agency, Westbury Union Free School District 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 5 years. Contract terms may include renewal options.
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: PROPOSER GUARANTEES/WARRANTIES, References, Vendor Disclosure Certification, Non-Collusive Bidding Certification, PROPOSER'S CERTIFICATION OF COMPLIANCE WITH IRAN DIVESTMENT ACT OF 2012. Review the full document from Westbury Union Free School District for the complete list.