Financial Agreed Upon Procedures Engagement Service
- Client
- Lakeville, Massachusetts
- RFP Number
- ACCT-26917
- Posted
- 10/8/2026
- Category
- Auditing, Finance and Accounting
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe government authority located in Lakeville, MA requires a vendor to provide a financial agreed upon procedures engagement service. The selected vendor must perform an independent assessment of specified financial processes, internal controls, and compliance with applicable state general laws, school committee policies, and Department of Elementary and Secondary Education guidance. The scope includes reviewing payroll processing and controls, cash receipts and deposits, and cash disbursements. The goal of the program is to promote transparency, strengthen financial oversight, and identify opportunities to improve internal controls and financial management practices. Only onshore, USA organizations are eligible to submit proposals for this opportunity. The vendor will perform all work offsite. The buyer is currently accepting proposals and seeking budget information from applicants. The provided text does not state the submission deadline, application submission instructions, question deadlines, evaluation criteria, or the contract term.
Key solicitation details
AI-extracted from FLRSD Financial Agreed Upon Procedures Engagement RFP 2026 Final.pdf. Confirm against the original documents before bidding.
The Freetown-Lakeville Regional School District is soliciting proposals from qualified independent accounting firms to perform an Agreed-Upon Procedures (AUP) engagement covering its financial operations for Fiscal Years 2022-2025. The engagement will evaluate selected financial processes, internal controls, statutory compliance, and financial reporting practices.
- Issued by
- Freetown-Lakeville Regional School District
- Responses due by
- 11:00 am on 10/23/26
- RFP response due date cited in text
- September 4, 2026 at 11:00 am
- How to submit
- Submission details
- Submit responses to John Higgins, Director of Finance and Operations.
- Contract term
- Fiscal Year 2022-2025 (July 1, 2022 – June 30, 2025)
How proposals are evaluated
| Qualifications, certifications, and experience of the firm and assigned personnel | |
| Demonstrated experience performing similar engagements for Massachusetts municipalities and regional school districts | |
| Technical understanding of governmental accounting, internal controls, and applicable Massachusetts laws and regulations | |
| Quality, completeness, and practicality of the proposed methodology | |
| Independence, objectivity, and absence of conflicts of interest | |
| Ability to complete the engagement within the proposed schedule | |
| Overall value and cost-effectiveness of the proposal |
Scope of work
- Review internal controls for cash receipts, deposits, cash disbursements, payroll, and journal entries
- Evaluate budget development, approval, transfers, and compliance with DESE guidance and state law
- Review use of Excess and Deficiency (E&D) funds and compliance with contract awards greater than or equal to $10,000
- Review and compare annual municipal assessment calculations billed to Freetown and Lakeville
- Review significant or unusual financial transactions for authorization, support, accuracy, and policy compliance
- Evaluate disbursement activity for duplicate, redundant, or questionable payments
- Conduct interviews with District personnel and provide periodic status updates
- Prepare a comprehensive written report summarizing procedures, findings, control deficiencies, and recommendations
Minimum qualifications
- Minimum of ten (10) years of experience providing governmental auditing, AUP, or forensic accounting to Massachusetts municipalities including K–12 districts
- Demonstrated experience evaluating governmental internal controls, financial reporting, and compliance with Massachusetts laws
- Availability of qualified professionals, including Certified Public Accountants (CPAs)
- Knowledge of Massachusetts regional school district finance, municipal assessments, DESE reporting, and municipal accounting practices
Documents to include with the bid
- Firm Profile
- Qualifications of Project Team and resumes
- Technical Approach
- Project Schedule
- Cost Proposal
- Contact information for at least three governmental references from the past five years
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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