USBE - Child Nutrition Programs Financial Document Review

Closed State & local contract opportunity Posted

Solicitation number
USBE-JB26274-PS
State
Utah
Responses due

Opportunity facts

Opportunity details come from utah.bonfirehub.com. Updated .

About this opportunity

The Utah State Board of Education is requesting statements of qualifications and detailed quotes for Child and Adult Care Food Program (CACFP) financial document review services under RFSQ, with responses due June 18, 2026. The solicitation may result in awards to one or more responsive and responsible offerors under Utah Administrative Rule R277-122-6 for Small Purchases of Professional Service Providers and Consultants.

The scope includes desk reviews of CACFP financial records and School Nutrition Program procurement activities, with CACFP financial reviews estimated at approximately 16 hours and SNP procurement reviews at 4–7 hours per engagement. Deliverables include completing review documentation in USBE-designated systems, composing written findings and corrective action reports, corresponding with program sponsors, retaining workpapers, and reporting claim edit check results. Services must comply with 2 CFR 200 and 7 CFR Parts 210 and 220. Contractors will have access to confidential and sensitive financial data, student information, and sponsor records. Contractors must provide their own internet service and laptops; USBE provides Cloud PC remote desktop access with tutorial support and covers all account access licenses. Invoicing occurs at least quarterly with final invoices due by June 30 of each fiscal year, and must include hours worked, service descriptions, and supporting documentation.

The all-inclusive, firm fixed-price contract budget is limited to $36,000.00, with a contract term through June 30, 2027. No travel or reimbursement expenses are permitted; contractors bill hourly rates. The estimated maximum contract value for multiple professional service providers is $250,000.00 under the applicable administrative rule.

USBE Standard Terms and Conditions (revised October 2025) apply and require contractors to maintain workers' compensation coverage, commercial general liability insurance of at least $1,000,000 per occurrence and $3,000,000 aggregate, and cyber liability insurance with minimum limits of $1,000,000 per occurrence and $2,000,000 aggregate if handling data. USBE may terminate for cause with 10 days' written notice or for convenience with 30 days' written notice. All proposals must be submitted electronically through Utah Public Procurement Place. Vendors are prohibited from communications regarding the RFSQ except through the designated USBE procurement officer.

Opportunity text

Issuing Procurement Unit: Utah State Board of Education This Request for Statement of Qualifications (RFSQ) is issued in accordance with the Utah Procurement Code and applicable administrative rules of the Utah Administrative Code. If any provision of this RFSQ conflicts with the Utah Procurement Code or Utah Administrative Code, then the Utah Procurement Code or Utah Administrative Code will take precedence. Purpose of this Solicitation: The Utah State Board of Education has issued this RFSQ to obtain statements of qualifications and detailed quotes from Offerors interested in providing Child and Adult Care Food Program (CACFP) financial review. Due to the specific nature of CACFP, USBE is looking for one or more experienced Contractors to ensure compliance with program requirements. See attached Scope of Work for further details. It is anticipated this solicitation may result in a contract award to one or more responsive and responsible Offerors under Administrative Rule R277-122-6 for the Small Purchases of Professional Service Providers and Consultants. This process is limited under Administrative Rule to a maximum contract value of $250,000.00 for multiple professional service providers; and the current all-inclusive budget for this project is limited to $36,000.00. Additional information on the budget may be found in the Scope of Work. Closing Date and Time: The closing date and time for this sourcing event are listed. It is your obligation to verify your response is submitted in a timely fashion. Please check the time zone setting in your account. Additional Information: Vendors are prohibited from communications regarding this RFSQ with the conducting procurement unit staff, evaluation committee members, or other associated individuals EXCEPT USBE procurement officer overseeing this RFSQ. Wherever in this RFSQ an item is defined by using a trade name, brand name, or a manufacturer and/or model number, it is intended that the words, "or equivalent" apply; and invites the submission of equivalent products by the vendors. Vendors may be required to submit product samples to assist the head of a procurement unit with independent procurement authority in evaluating whether a procurement item meets the specifications and other requirements set forth in the RFSQ. Product samples must be furnished free of charge unless otherwise stated in the RFSQ, and if not destroyed by testing, will upon written request within any deadline stated in the RFSQ, be returned at the vendor's expense. Samples must be labeled or otherwise identified as specified in the RFSQ by the procurement unit. USBE reserves the right to conduct discussions with the vendors who submit statements of qualifications and quotes determined to be reasonably qualified of being selected for award. Evaluation of Statements of Qualifications and Quotes: Each statement of qualifications and quote received shall be evaluated for responsiveness as outlined in the Utah Procurement Code. Pursuant to Administrative Rule R277-122-6, this RFSQ shall be evaluated by the objective criteria described in this RFSQ. Statements of qualifications and quotes submitted must comply with the documentation in the Files section and the Requested Information sections of this RFSQ. Any statement of qualifications and quote that does not comply with the documentation in the Files section and Requested Information sections will be deemed non-responsive and will be rejected. Any exceptions to the content of this RFSQ, including the Prerequisites, must be protested in writing to USBE prior to the closing date. To be responsive and responsible, vendors must review and respond to the following sections of this RFSQ: Requested Information section and the documentation that is included in the Files section. The Files section includes the mandatory Utah State Board of Education Terms and Conditions of the RFSQ, which are non-negotiable. Additionally, it encompasses the scope of work, general provisions and requirements that vendors must certify they have read, understood, and agreed to before submitting a bid. Any additional required forms are also provided. The Requested Information section contains the questions that vendors are required to answer in order to submit their statement of qualifications and detailed quote. Vendors must review each section carefully.

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