Project Information

Bid Title

RFP # 20 26-BUS-001 - Internal Audit

Issuing Agency

Edgemont School District

Location

New York

Published Date

May 19, 2026

Closing Date

Jun 12, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

RFP # 20 26-BUS-001 - Internal Audit

DUE: 6/12/26 at 11:00 a.m.

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Edgemont Union Free School District

Business Office

300 White Oak Lane

Scarsdale, NY 10583

The Board of Education of the Edgemont Union Free School District (hereinafter referred to as the

“District”) hereby invites the submission of proposals for the following professional services:

INTERNAL AUDITING

RFP # 2023-BO-002

Due Date: March 15, 2023

Specifications and forms may be obtained from the District Main Office through Amy Moselhi or

online at our district page beginning February 20, 2023. All addenda will be transmitted via posting

on our district website.

The district is not responsible for proposals opened prior to the time and date of the opening if the

identifying information does not appear on the envelope. Proposals opened prior to the time and

date of the opening are invalid. The district reserves the right to accept each proposal by individual

item, by category, by groups of items or as a whole, or in its discretion, to reject all proposals.

The district also reserves the right to waive any informality in the proposal process if determined to

be in the best interest of the district. Proposals opened and read shall remain irrevocable for the

contract period. The award of contracts, if at all, shall be made as soon as practicable after the

opening. Any quantities, if shown, are estimates and not guaranteed.

The Board of Education reserves the right to consider qualification, experience, and reputation, as

well as the specific qualifications of a proposer set out herein, in considering proposals and

awarding the contract. The board of education reserves the right to reject any or all proposals in its

discretion.

By order of the Board of Education

Purchasing Agent Dated: February 15, 2023

RFP 2023-BO-002 INTERNAL

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Edgemont Union Free School District RFP # 2023-BO-002 INTERNAL AUDITING

INTRODUCTION

Edgemont Union Free School District is issuing this Request for Proposals (RFP) for the selection of an

accounting firm to perform the internal audit function of the district for the year ending June 30, 2024.

PURPOSE OF THE RFP

This request is for the purpose of selecting a qualified and experienced auditing firm for the Edgemont Union

Free School District (“EUFSD”). An initial one-year contract is considered, said contract being subject to the

annual review by the Superintendent and the Board of Education.

Upon recommendation of the Superintendent of Schools, the contract may be extended for additional one-year

periods subject to the approval by the Board of Education. Under no circumstances will the initial term of the

Agreement and any renewals thereof exceed a total of five years. Notwithstanding the foregoing, the Board of

Education reserves the right to terminate this contract for any reason as set forth in the form of Agreement

annexed hereto.

The objective of this RFP is to solicit proposals for the provision of professional services for accounting and

auditing in connection with an annual audit, more fully described below.

Specifically, the individual (firm) selected as a result of this Request for Proposals will be expected to perform

his/her/its services in accordance with any or all of the terms of the

agreement annexed hereto as Exhibit “A”. As part of the RFP, Proposers should identify in detail the manner in

which the services required will be accomplished by him/her/it.

BRIEF DESCRIPTION OF THE DISTRICT

Edgemont Union Free School District is located in the Town of Greenburg City of Scarsdale, Westchester County,

New York.

Enrollment: 1,956 students enrolled in grades K-12

Schools: Seely Place Elementary School; Greenville Elementary School; Edgemont Junior Senior Highschool.

BOCES: Board of Cooperative Education Services of Southern Westchester County

The Board of Education is comprised of seven (7) members as follows:

Financial Management:

Superintendent of Schools: Dr. Kenneth R Hamilton

Assistant Superintendent for Business and Administration: Mr. Bryan Paul

District Treasurer: Ms. Amy Moselhi

Audit Committee: Board of Education as Committee of the Whole

Operational Items:

All departments are under the general supervision of the Asst. Superintendent - Business and Administration

("ASB"):

Facilities - All custodial and maintenance personnel are School District employees under the direct supervision

of Facilities Director, Rosario Renda.

RFP 2023-BO-002 INTERNAL

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Food Service - The food service program is managed via School District contract with Whitson's Culinary Group.

Transportation – EUFSD is a part of the Ardsley Consortium. We are mainly walking to school district.

Budget:

Edgemont Union Free School District ’s operating budget for the 2022-23 school year is $67,026,024 and was

approved by the voters in May of 2022. The district prepares its budget on a basis consistent with a modified

accrual basis of accounting. Appropriations lapse at fiscal year-end and encumbrances are shown as a

reservation of fund balance and are honored through the expenditures for the subsequent year. Edgemont

Union Free School District uses the fund types in its financial reporting: general fund (legally adopted annual

budget); special revenue fund; special aid fund; school lunch fund; debt service fund; capital projects fund;

fiduciary fund; agency fund; and extra classroom activity fund.

Computer systems:

Edgemont Union Free School District uses nVision for its various accounting and payroll functions. All

accounting and payroll operations are performed in-house on District owned computers. The system maintains

all journals and ledgers.

Claims Auditor Functions:

The External Audit Function is performed by an independent company, PKF O’Connor Davies. The Claims Audit

function is performed by Tobin & Company LLP.

The district will be providing workspace, desks and chairs or access to a telephone line, photocopying facilities,

and a FAX machine.

PROPOSAL DUE DATE

Proposals will be accepted up until 3:00 pm on March 15, 2023 in the District Main Office, Edgemont Union Free

School District 300 White Oak Ln, Scarsdale NY 10583 and mailed to the attention of Amy Moselhi, Assistant

Business Official.

PRE-PROPOSAL QUESTIONS

All questions must be submitted in writing via e-mail to Amy Moselhi emoselhi@edgemont.org no later than

3:00 pm, March 6, 2023. All questions and answers will be posted on the district website no later than 3:00 pm,

March 10, 2023. The District reserves the right to amend the RFP based on questions and issues raised at any

time prior to the RFP submission deadline.

SCOPE AND REQUIREMENTS

The Annual Audit of all funds of the Edgemont Union Free School District shall be performed in accordance

with:

Statement on Auditing Standards (SAS) 54

Illegal Acts by Clients; SAS99

Consideration of Fraud in a Financial Statement Audit

Management Anti-fraud Programs and

Controls (an attachment to SAS 99)

The Auditor will evaluate the adequacy of the internal financial controls of the district with emphasis on areas

vulnerable to fraud and abuse; the adequacy of the school’s current financial policies and procedures; and the

adequacy of the district’s financial and auditing organizational structure. The Auditor will make use of and build

upon the internal control evaluation work done by the district’s independent CPA firm during that firm’s annual

RFP 2023-BO-002 INTERNAL

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financial statement audit. The objectives of this engagement are:

• Development of a risk assessment of the district’s financial operations, including, but not limited to;

review of financial policies, procedures and practices.

• An annual review and update of the risk assessment.

• Annual testing and evaluation of one or more areas of the district’s internal controls, taking into account

risk, control weaknesses, size, and complexity of operations.

• Preparation of reports which analyze significant risk assessment findings, recommend changes for

strengthening internal controls and reducing identified risks, and specify time frames for

implementation of such recommendations.

Areas that may be addressed include but are not necessarily limited to:

• Certification of Payroll

• Review of Bank Reconciliation and Treasurer’s Report

• Payroll Observations

• Review Check Signing Log

• Fixed Asset Sampling

• Perform Testing and Validation functions.

• Make an independent selection of key controls for testing to assure that controls are appropriate and

are effective when applied.

• Test the design and operating effectiveness of these internal controls to detect deficiencies.

• Monitor the internal controls of the district.

• Review any recommendations regarding the internal controls with Business Office personnel and the

Board of Education.

• Based upon the findings, assist the district in the design and implementation of recommended

procedures to ensure the operating effectiveness of the internal control environment.

• Report to the Audit Committee of the District on an annual basis.

If the District awards a contract as a result of this RFP, the successful proposer shall defend, indemnify and hold

harmless the District, its employees, officers, agents and Board of Education for all loss, costs, damages and

expenses, including attorneys’ fees, judgments, fines and amounts paid in settlement in connection with a

terminated, pending or completed claim, liability, action, suit or proceeding of whatever name or nature as the

same may relate, in any manner, to the services provided by the successful proposer, its officers, directors,

employees and agents pursuant to this Agreement. Said indemnification and defense shall apply to any claim,

liability, suit, proceeding and action in which the School District, its employees, officers, agents and Board of

Education may be named as a party.

If the District awards a contract as a result of this RFP, the successful proposer shall be required to obtain and

maintain the types and amounts of insurance identified and to comply with all insurance requirements

specified.

IRREGULARITIES AND ILLEGAL ACTS

Auditors shall be required to make an immediate written report of all irregularities and illegal acts or

indications of illegal acts of which they become aware to the Superintendent and the Board of Education.

AUDITOR’S REPORT

The firm will type and make copies of all reports on its premises and deliver 15 copies and 2 electronic copies

in a USB of all reports to the ASB. Each Board member shall be provided with his/her own copy of the report.

The annual audit report’s letter to management shall be attached to or included in the same binder as the

RFP 2023-BO-002 INTERNAL

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financial statements. The firm shall advise the ASB as to the proper promulgation of their reports in writing.

The above shall be presented to the Board of Education at a meeting with the Audit Committee, or others

deemed appropriate by the Board of Education at a regularly scheduled public meeting. The Auditor shall work

directly with the Audit Committee in the interpretation of the report for the benefit of the Board of Education in

advance of its presentation.

THE SELECTION PROCESS

Timetable

The School District is expected to undertake the selection process according to the following schedule:

Deadline for submission of proposals: By March 15, 2023 at 03:00 p.m. Interview firms: To be determined

Selection of Auditor: On or about April 15, 2023

Proposal Evaluation Criteria

Proposals will be evaluated on the basis of the following criteria:

Experience and Qualifications of the Proposer: Consideration will be given to proposers demonstrating strong

capabilities, experience and reputation in undertakings similar to those described in this RFP, and providing

authoritative documentation of their financial soundness and stability. Other consideration includes Auditor’s

license to practice in the State of New York. An affirmative statement should be included that the firm and all

assigned key professional staff are properly licensed to practice in the State of New York. The District is

interested in the level and type of government auditing experience of those persons to be assigned to the

engagement. Brief résumés and listing of governmental and school district references are requested as part of

the submission.

Ability to Implement Project Promptly: Preference will be given to proposals demonstrating an ability to carry

out the tasks and responsibilities outlined in the proposal in a prompt and efficient manner including but not

limited to the number of people, by level, to be assigned to the District’s audit and their government auditing

experience.

Price: Consideration will be given to the fixed price of the proposal for the services to be conducted in

accordance with the terms of the Agreement annexed hereto as Exhibit “A”.

Firm qualifications and experience: The proposer should state the size of the firm’s school district audit staff,

the location of the office from which the work on this engagement is to be performed and the number and

nature of the professional staff by level to be employed in this engagement on a full-time basis and the number

and nature of staff to be employed on a part- time basis. Proposer should state whether it participates in a

quality control program by their peers.

Number of New York State school districts that the firm has audited: Include the total years of service for each.

List the engagements performed in the last five years that are similar to that described in this RFP. These

engagements should indicate the scope of the work, date, engagement partners, total hours, and the name and

telephone number of the principal client contact.

Specific Audit Approach: The proposal should set forth a work plan, including an explanation of the audit

methodology to be followed, to perform the services required by this RFP. In developing the work plan,

reference should be made to such sources of information as the District budget and related materials,

organizational charts, manuals and programs, and financial and other management information charts.

Other professional services: Include any services that will be performed for this district in addition to or in

conjunction with the school district financial audit at no additional cost.

RFP 2023-BO-002 INTERNAL

Commodity Codes

• NAICS 541211Offices of Certified Public Accountants
• NAICS 541219Other Accounting Services

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