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Bozeman School District RFP for Financial Statement Audit

The Bozeman School District is requesting proposals from qualified firms of CPAs to audit its financial statements for the fiscal years ending June 30, 2023, 2024, and 2025. Proposals due by 2pm on March 3, 2023.

Date Posted

January 06, 2023

The Bozeman School District No. 7 (hereinafter referred to as the District) is requesting proposals from qualified firms of Certified Public Accountants (those listed on the Department of Administration’s Roster of Independent Auditors Authorized to Conduct Audits of Montana Local Governments) to audit its financial statements for the fiscal years ending June 30, 2023, 2024, and 2025.  These audits are to be performed in accordance with Generally Accepted Auditing Standards, the standards set forth for financial audits in the Comptroller General of the United States’ Government Auditing Standards , the provisions of the Federal Single Audit Act of 1984, Audits of State and Local Governments, the Department of Administration Standard Audit Contract for audits of local governments (see Appendix A at rear of packet), and rules established by the State Office of Public Instruction and by the State of Montana, Department of Administration, Local Government Services Audit Bureau.  The successful firm will be required to enter into the Standard Audit Contract enclosed.

In addition, the District is also requesting alternate bids for preparing the core financial statements.  Interested parties may bid on the audit and review, the alternate preparation of the core financial statements, or both.

There is no expressed or implied obligation for the District to reimburse responding firms for any expenses incurred in preparing proposals in response to this request.

To be considered, three hard copies and one electronic copy of a proposal must be received by Lacy Clark, Director of Business Services at the School District Business Office located in the Willson School, 404 West Main, Bozeman, Montana, 59715 by 2p.m. on March 3, 2023.  The District reserves the right to reject any or all proposals submitted.

During the evaluation process, the District reserves the right, where it may serve the District’s best interest, to request additional information or clarifications from proposers, or to allow corrections of errors or omissions.  At the discretion of the District, firms submitting proposals may be requested to make oral presentations as part of the evaluation process.

The District reserves the right to retain all proposals submitted and to use any ideas in a proposal regardless of whether that proposal is selected.  Submission of a proposal indicates acceptance by the firm of the conditions contained in this request for proposals, unless clearly and specifically noted in the proposal submitted and confirmed in the contract between the District and the firm selected.

It is anticipated the selection of a firm will be completed by April 10, 2023, and that a Standard Audit Contract will be executed between both parties by June 30, 2023.

Please see link for complete details.

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