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OpenSolicitation 27-22

Independent Auditing Services for Ulster County BOCES Financial Statements (Rebid)

Buyer
Ulster County Board of Cooperative Educational Services (Ulster County BOCES)
Place of performance
New Paltz, New York (onsite and offsite)
Submission deadline
Dec 10, 2026

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What the buyer needs

AI summary

Ulster County Board of Cooperative Educational Services (BOCES) seeks an independent auditor to express an opinion on the fair presentation of its financial statements in conformity with generally accepted accounting principles. The five-year contract requires both onsite and offsite work and is open only to onshore USA organizations. Interested vendors must submit questions no later than November 26, 2026. Sealed proposals for RFP #27-22 are due by 1:00 PM on December 10, 2026, at the Ulster County BOCES Administration Building in New Paltz, New York, clearly labeled with the RFP title, number, due date and time, and vendor name and address. A committee will evaluate proposals based more on substance than form and reserves the right to reject all responses. Technical proposals must exclude all cost information, confirm independence, detail prior Single Audit Act experience, and include required non-collusive, debarment, and insurance certifications.

Scope of work

  • Perform independent audit of financial statements
  • Audit schedule of federal awards under Single Audit Act and OMB Circular A-133
  • Issue required reports on internal controls
  • Report on fraud and/or illegal acts
  • Report to the Audit Committee
  • Deliver final report via email in PDF format
  • Retain working papers at Auditor's expense
  • Provide sample formats for required reports

How proposals are evaluated

CriterionWeight / scoring
OVERALL PLAN TO PROVIDE REQUIRED SERVICESNot specified
FEE/PRICING PROPOSALNot specified
QUALIFICATIONS AND EXPERIENCENot specified
UNDERSTANDING OF GOALS AND OBJECTIVESNot specified

Minimum qualifications

  • Certified public accountant in New York State
  • Independent of the Ulster County BOCES
  • Prior or current engagements pursuant to the Amended Single Audit Act and OMB Circular A-133
  • Minimum of three (3) references, including school districts or BOCES
  • Copy of report on most recent external quality control review
  • Possess all required certifications, licenses, and qualifications through experience and education

Documents to include with your response

  • Signed letter of transmittal
  • Technical Proposal (without dollar units or total costs)
  • Sealed Cost Proposal (original and three copies)
  • Appendix A (Proposer Guarantees)
  • Appendix B (Proposer Warranties)
  • BOCES RFP Vendor Form
  • Non-Collusive Bidding Certification
  • Iran Divestment Act of 2012 Certification
  • Signed Vendor's Data & Privacy Plan and Parents' Bill of Rights
  • Signed Contract page (page 8 of RFP)

How to submit

Method
Sealed hard copy
Instructions
Submit THREE (3) copies of the proposal and an original and three copies of the sealed cost proposal in a clearly labeled sealed envelope to Ulster County BOCES, Administration Building, 175 Route 32 North, New Paltz, NY 12561.