RFP#2024-10 External Auditing Services

Putnam/Northern Westchester Board of Cooperative Educational Services (PNW BOCES) has issued Request for Proposal #2024-10 for External Auditing Services, seeking a professional auditing firm to conduct comprehensive financial audits for fiscal years ending June 30, 2026-2030. The procurement covers auditing services for multiple funds including General Fund, Special Aid Fund, School Store Fund, School Lunch Fund, Capital Projects Fund, Risk Retention/Internal Service Fund, and various trust and agency funds. The selected auditor will be responsible for conducting audits in accordance with government accounting standards, performing interim fieldwork throughout the school year, and delivering financial statements and a management letter by October 1st each year. The proposal evaluation process will score submissions across four key criteria: external auditing experience for school districts (25 points), quality of references (25 points), first-year cost (30 points), and percent increase in cost for additional years (20 points). The contract is initially for one year with an option to renew for four additional one-year periods, with proposals due on May 20, 2025 at 11:30 a.m.

The RFP does not explicitly mention specific set-aside designations or restrictions for disadvantaged enterprises. The current external auditor is The Bonadio Group, and PNW BOCES currently uses WinCap financial software, which may require system integration considerations for the incoming auditor. The organization has an original budget of $118,115,000 for 2024/2025, serves 1,698 students, and employs 437 full-time staff. Annually, the organization processes approximately 6,076 purchase orders, 5,022 checks, and 5,643 ACH payments. Bidders must submit comprehensive documentation including company information, pricing forms, proposal certifications, references, and various legal compliance statements. While a specific budget for the auditing services is not explicitly stated, interested firms should prepare detailed proposals that address the comprehensive scope of financial audit services required by PNW BOCES.