RFP for Audit Services

Crook County School District in Prineville, Oregon is seeking a qualified Certified Public Accountant firm to perform annual financial audit services through an Informal Request for Proposals (IRFP). The primary deliverable is a comprehensive annual financial report (CAFR) for a district with approximately $96 million in budgeted revenues, serving 3,300 students and employing 400 staff members. The contract will be a five-year term with potential for one additional one-year extension. Proposals are due January 31, 2025, at 2:00 PM Pacific Time, with an audit schedule requiring interim work from March-May, field work completion in October, an exit conference in October, draft report by November, and final submission to the School Board in December. Evaluation criteria are comprehensive, totaling 115 points and including references (10 points), management summary (10 points), proposer profile (25 points), municipal engagement experience (25 points), examination approach (20 points), pricing (20 points), and overall proposal quality (5 points). Firms must demonstrate experience obtaining Government Finance Officers Association (GFOA) and Association of School Business Officials (ASBO) program certificates, with preference given to those with Oregon/Washington school district experience.

The RFP does not explicitly outline specific set-aside designations or restrictions for disadvantaged enterprises. The district uses Tyler School ERP Pro software and has a six-person finance team, which will provide support including trial balance preparation, schedules, documentation, and draft financial reports. Previous audit service costs were $25,940 for 2023-24 and $30,100 for 2022-23, which included Single Audit and SIA grant documentation. The district reports no disagreements with their previous auditor and anticipates no significant financial changes between 2022-23 and 2023-24, though property tax increases are projected for 2027-28 due to Enterprise Zone exemption expirations. Potential bidders should note the district's stable financial environment and the comprehensive nature of the audit services required, which go beyond standard financial reporting to include detailed documentation and compliance requirements.