Auditor BID NO: Audit-2027

Description: SERVICES FOR AUDITOR INTENT It is the intention of the City of Burlington Board of Education to award a contract for professional services for Auditor, to be provided to the Board of Education for a period of one (1) year, beginning from the date of board appointment at its reorganization meeting in January, 2027 through December 31, 2027 or until a successor is named at the 2028 re-organization meeting of the Board of Education. The firm shall be licensed public school accountants to perform the statutory audit services of the school district to begin with the audit for the fiscal year ended June 30, 2027. SCOPE OF SERVICE Applicant should demonstrate knowledge of Board of Education auditing laws and regulations and experience in providing advice to Boards of Education on records compliance issues. Any experience or knowledge of matters that directly affect the City of Burlington Board of Education should be addressed. The City of Burlington Board of Education has approximately 1,740 students. Presently the District has one early childhood learning center (preschool K3 & K4), Two elementary schools (Kindergarten to Gr.2), One upper elementary school (Grades 3-6) and one high school (Grade 7-12). The district currently employs 300+ employees, which includes administrators, teachers, instructional aides, custodians/maintenance and administrative assistants. The District's 2026/2027 total budget is approximately $60 million dollars. The firm selected will perform the annual audit pursuant to N.J.S.A. 18A:23-1 et seq., and in accordance with the Standard Audit Programs and Procedures for Boards of Education as distributed by the New Jersey Department of Education. The audit shall be appropriately planned with professional personnel assigned, sufficient to complete the audit within the mandated timelines and in accordance with Generally Accepted Auditing Standards (GAAS). Comprehensive audit of the general purpose financial statements will be comprised of the following funds: 1. General Fund 2. Special Revenue 3. Capital Projects 4. Food Service 5. Trust & Agency 6. Student Activity Funds 7. Enterprise 8. Other a. Child Nutrition Program b. The Title I and other grant programs c. The Application for State School Aid (ASSA) d. Compliance audit on all federal and state grant programs as required under the Single Audit Act e. Study and evaluate the District's internal accounting controls f. Assist in the maintenance of a perpetual fixed asset inventory system g. Submission of the Audit Summary to the Department of Education h. Assist in the preparation of the Annual Financial Comprehensive Report (AFCR) i. Copies of AFCR and Management report to creditors j. Audit period is for fiscal year ending June 30, 2027 k. Additional agreed upon Management and/or Financial Advisory Services may be required on an ongoing basis. Please advise us of any hourly rate quote for such services Audit progress reports may be required or requested, containing the status of the audit, comments and recommendations, and/or comments on previous recommendations. Following the close of the fiscal year, June 30th, the Firm will provide copies of the AFCR to include the Management report, to the District's School Business Administrator. In addition, Twelve (12) copies of the synopsis and the transmittal of the Audit Summary are to be delivered to the School Business Administrator. A brief public presentation will be given at a regular monthly board meeting. Dates of said meetings are to be determined. Submission of the audit report past the state mandated deadlines is deemed unacceptable. The audit must include all requirements established by State and/or Federal governments for the full and accurate reporting of the District's financial records. QUALIFICATIONS OF RESPONDENTS Respondents shall provide a detailed narrative demonstrating their knowledge and experience in providing professional Auditing services for Boards of Educations. Respondents shall demonstrate experience working with New Jersey school districts to provide the type of services requested in this RFP. TERM OF CONTRACT The term of contract shall be for a period of one (1) year, beginning from the date of board appointment at its reorganization meeting in January, 2027 through December 31, 2027 or until a successor is named at the 2028 re-organization meeting of the Board of Education. The contract will include the audit of the 2026/2027 school year. Professional Services pursuant to 18A:18A-5 (1) and 18A-18A-42 shall be awarded for a period not to exceed 12 consecutive months. SAMPLE CONTRACT Applicant shall provide a sample copy of the applicant's contract. Sample contract must include all terms and conditions of this RFP. Contract shall be in a form acceptable to the Board of Education. COORDINATION OF ACTIVITIES All activities for this contract will be coordinated through the office: Raymond A. Bonnette, III Business Administrator/Board Secretary Email: rbonnette@burlington-nj.net PRESENTATION PACKAGE - Submit with RFP Response The City of Burlington Public School District seeks from all participating respondents, information that will assist the district in selecting the respondent who will provide the highest quality services at a fair and competitive price in a prompt and professional manner. All respondents shall prepare a presentation package to be submitted with the RFP. The presentation package shall include, at a minimum, the following technical, management and cost criteria, documentation of qualifications, references, resumes of key staff, sample fee schedules, proof of insurance, peer review statement, evidence of at least ten (10) years' experience and at least ten (10) current School District clients in New Jersey, and maintenance of a principal office in New Jersey. EVALUATION AND AWARD The Board will evaluate proposals using a 100-point system (Technical Criteria 25 points; Management Criteria 35 points; Cost Criteria 40 points) and intends to award the contract to the proposal most advantageous to the district (price and other factors considered). The Board may request presentations from the top firms. The Board reserves rights set forth in the RFP including rejection of non-responsive proposals and waiver of minor informalities.