Westbury Union Free School District Internal Claims Auditor Services RFP 2026-27 - RFP#2026/27-03
Westbury Union Free School DistrictSchool · Old Westbury, NY- Due
- Nov 6, 2026
- 9 days left
- Contract term
- 1 year
- Primary contact
- Robert Stein
- (516) 874-1895
The 30-second brief
The Westbury Union Free School District seeks professional proposals for internal claims auditor services for the 2026-2027 school year, beginning December 1, 2026 through June 30, 2027, with an option to renew for four additional one-year periods. The scope of work includes reviewing all voucher packets, verifying purchase orders, invoices, and conference reimbursements, checking pricing reasonableness, ensuring sales tax exemption, auditing compliance with bidding laws, and reporting quarterly to the audit committee and monthly to the Board of Education. Proposals are due by 10:00 a.m. on Friday, November 6, 2026, and must be submitted in two parts to the Business Office at 2 Hitchcock Lane, Old Westbury, NY 11568. The evaluation criteria are professional qualifications, experience, capabilities, and references at 60%, and cost and fees at 40%.
Professional Qualifications / Experience / Capabilities / References (60%), Cost / Fees (40%)
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Summary
The Westbury Union Free School District seeks professional proposals for internal claims auditor services for the 2026-2027 school year, beginning December 1, 2026 through June 30, 2027, with an option to renew for four additional one-year periods.
The scope of work includes reviewing all voucher packets, verifying purchase orders, invoices, and conference reimbursements, checking pricing reasonableness, ensuring sales tax exemption, auditing compliance with bidding laws, and reporting quarterly to the audit committee and monthly to the Board of Education. Proposals are due by 10:00 a.m. on Friday, November 6, 2026, and must be submitted in two parts to the Business Office at 2 Hitchcock Lane, Old Westbury, NY 11568. The evaluation criteria are professional qualifications, experience, capabilities, and references at 60%, and cost and fees at 40%.
EVALUATION CRITERIA
Professional Qualifications / Experience / Capabilities / References (60%), Cost / Fees (40%)
REQUIRED ATTACHMENTS
6- Vendor Information Acknowledgment Form
- References
- Vendor Disclosure
- Non-Collusive Certification
- Certification of Compliance with the Iran Divestment Act of 2012
- Certificate of Insurance
- Submit to
- 2 Hitchcock Lane, Old Westbury, NY 11568
- Duration
- 7 months
- Scope location
- Old Westbury, NY
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 November 6, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 2 Hitchcock Lane, Old Westbury, NY 11568. For questions, contact Robert Stein.
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.
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 Robert Stein at (516) 874-1895. Questions and answers are typically shared with all prospective bidders.
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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: "Professional Qualifications / Experience / Capabilities / References (60%), Cost / Fees (40%)" 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 1 year. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 6, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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: Vendor Information Acknowledgment Form, References, Vendor Disclosure, Non-Collusive Certification, Certification of Compliance with the Iran Divestment Act of 2012, Certificate of Insurance. Review the full document from Westbury Union Free School District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Old Westbury, NY. Review the full solicitation for detailed scope requirements.