6559 Bid RFQ-P-Operational Audit of the BOE 2025

Agency:	Trumbull town
State:	Connecticut
Type of Government:	State & Local
NAICS Category:	541211 - Offices of Certified Public Accountants 541611 - Administrative Management and General Management Consulting Services
Posted Date:	Nov 10, 2025
Due Date:	Nov 25, 2025
Solicitation No:	6559
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TOWN OF TRUMBULL, CONNECTICUT

REQUEST FOR PROPOSAL (RFQ/RFP)

OPERATIONAL AUDIT

OF THE TRUMBULL BOARD OF EDUCATION (BOE)

PERFORMED FOR THE TRUMBULL TOWN COUNCIL

BID # 6559

DUE: November 25, 2025, AT 2:00 PM

TABLE OF CONTENTS

INTRODUCTION

A. General Information

B – O General Instructions

NATURE OF SERVICES REQUIRED OF AUDITOR

A. General

B. Qualifying Requirements

C. Scope of Work to be performed

D. Deliverables and Reporting Requirements

III ASSISTANCE PROVIDED TO AUDITOR AND REPORT PREPARATION

A. Data and Other Pertinent Information to be provided by the Trumbull Board of

Education

B. Background Information

C. General

IV PROPOSAL REQUIREMENTS

A. General Requirements

B. Technical Proposal

1. General Requirements

2. Independence

3. License to Practice in Connecticut

4. Firm Qualifications and Experience

5. Partner, Supervisory and Staff Qualifications and Experience

6. Similar Engagements with Other Government Entities

7. Engagement Approach

8. Identification of Anticipated Potential Audit Problems

TIME AND FEE REQUIREMENTS

A. Report Submissions

B. Dollar Cost proposal

1. Total All-Inclusive Maximum Price

2. Fixed Fees by Category

3. Rates for Additional Professional Services

4. Manner of Payment

VI SELECTION PROCESS

A. Selection Committee

B. Evaluation Criteria

1. Mandatory Elements

2. Technical Qualifications

3. Availability and time of deliverables

4. Price

C. Oral Presentations

D. Final Selection

E. Right to Reject Proposals

VIII APPENDICES

A. Proposer Guarantees and Proposer Warranties

B. Insurance

C. Fixed Fees

D. Sample Audit Services Proposal Letter

Town of Trumbull

RFQ/P 6559 Due 11/25/25

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INTRODUCTION

Town of Trumbull

RFQ/P 6559 Due 11/25/25

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A. GENERAL INFORMATION

The Town of Trumbull (herein after referred to as “Town”) requests proposals from qualified

independent accounting firms or accountants, in accordance with the provisions of the

Connecticut General Statutes, to conduct an Operational Audit for the Town relating to the

activities and accounts of the Trumbull Board of Education from September 17, 2020, to June

30, 2025, and as detailed in the scope of work contained herein. The certified public

accounting firm selected must have an established capability to perform operational audit

engagements for municipalities.

There is no express or implied obligation for the Town to reimburse responding firms for any

expenses incurred in preparing or submitting proposals in response to this request.

Proposals submitted shall be evaluated by the First Selectman, Finance Director, Superintendent of

Schools, Business Manager and other designated individuals as needed. During the evaluation

process, the Town reserves the right, where it may serve the best interest of the Town, to request

additional information from proposers, or to allow corrections of errors or omissions. At the

discretion of the Town, firms submitting proposals may be requested to make oral presentations as

part of the evaluation process.

The Town reserves the right to retain all proposals submitted and to use any elements of 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, without limitation, unless specifically noted in

the proposal submitted and confirmed in the contract between the Town and the selected firm.

B. PREPARATION OF PROPOSALS

1. One (1) ORIGINAL and six (6) COPIES of your proposal shall be submitted by 2:00 pm on

November 25, 2025. All proposals should be submitted in a clear, concise and legible

manner to permit proper evaluation.

2. Proposers may also submit, under separate cover with their proposal, any additional reports

and documents that are necessary to meet the requirements (deliverables) of this request.

3. If a proposal does not meet or better the required specifications on all points that must be

outlined in a letter. Otherwise, it will be presumed that a proposal is in accordance with the

required specifications.

C. PROPOSAL SUBMISSION

Proposals are to be submitted in a sealed envelope and addressed as follows:

RFP # 6559

Attention: Kevin Bova

Kevin Bova - Purchasing Agent

Town of Trumbull

5866 Main Street, Trumbull, CT 06611

No oral, telephone or telegraphic responses will be considered. Proposals received after the

advertised time and date due shall not be opened or considered. Please be advised that the

person(s) signing the formal proposal must be authorized to contractually bind your firm

regarding prices and related contractual obligations.

Town of Trumbull

RFQ/P 6559 Due 11/25/25

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D. PROPOSAL TIME

1. Proposals shall be received at the office of the Purchasing Agent, Trumbull Town Hall, prior

to the advertised date/hour. Any proposal received after that time will not be opened or

considered.

2. A proposal may be withdrawn at any time prior to the above scheduled date.

E. TOWN OPTIONS

The Town reserves the right to reject any or all proposals and to waive any requirements,

irregularities, technical defects or service therein when it is deemed to be in the best interest

of the Town.

F. TAXES

All purchases made by the Town, and associated with the award of this requirement shall be

tax exempt. Any taxes must not be included in proposal prices. A Town Tax Exemption

Certificate shall be furnished upon request.

G. INQUIRIES

All inquiries regarding the technical or accounting nature of this request may be directed to

Maria Pires, Town Director of Finance mpires@trumbull-ct.gov , other questions may be

directed to Kevin Bova, Purchasing Agent 203-452-5042 kbova@trumbull-ct.gov . No questions

will be responded to after November 17, 2025. To ensure consistent interpretation of certain

items, answers to questions the Town deems to be in the interest of all proposers will be

posted as an addendum on the Town website www.trumbull-ct.gov under Purchasing.

Additionally, after proposals are received, the Town reserves the right to communicate with

any or all the proposers to clarify the provisions of this request. The Town further reserves the

right to request additional information at any time after proposals are opened.

H. AWARD AND AUTHORITY

The purchasing authority of the Town shall issue notification of award in writing along with a

Contract and purchase order.

I. PRICING

All pricing quoted shall remain firm fixed for a period of 90 days from date of proposal opening.

Special Consideration will be given to responses with extended firm price dates.

J. ASSIGNMENT OF RIGHTS, TITLES, AND INTERESTS

Any contractor or subcontractor of the Town offers and agrees to assign to the public

purchasing body all rights, title and interest in and to all causes of action it may have under

Sec. 4 of the Clayton Act, 15 U.S.C. Section 15 or under Chapter 624 of the General Statutes of

Connecticut arising out of the purchase of services, property or intangibles of any kind

pursuant to a public purchase contract or subcontract. This assignment shall be made and

become effective at the time the public purchasing body awards or accepts such contract,

without further acknowledgment by the parties.

K. HOLD HARMLESS CLAUSE

Any contractor or subcontractor of the Town agrees to indemnify, hold harmless and defend

the Town from and against any and all liability for loss, damage or expense which the Town

Town of Trumbull

RFQ/P 6559 Due 11/25/25

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may suffer or for which the Town may be held liable by reason of injury, including death, to any

person or damage to any property arising out of or in any manner connected with the

operations to be performed under this request and subsequent Contract, whether or not due

in whole or in part of any act, omission or negligence of the Town or any of its representatives

or employees.

L. WORK REGULATIONS AND STANDARDS

All work activities performed in association with this request must be performed and

completed for the Town in accordance with current Federal State and Local regulations. All

services performed shall also conform to the latest OSHA standards and/or regulations.

M. INSURANCE

The successful proposer shall provide the Town Purchasing Agent with a Certificate of

Insurance before work commences. The Town shall be named as an additional insured with an

Insurance Company licensed to write such insurance in Connecticut, against the following risks

and in not less than the following amounts: SEE APPENDIX B of this Request for specific

information regarding Insurance requirements.

N. ADDENDA

It is the responsibility of all proposal submitters to verify with the Town if any addenda or

changes to this have been. All and any addenda will be posted on the Town of Trumbull –

Purchasing department website. www.trumbull-ct.gov .

O. CONTACTS AND KEY PERSONNEL

A list of key personnel associated with this request is as follows:

Vicki Tesoro, First Selectman

Martin Semmel, Superintendent of Schools

Alison Pierce, Business Manager

Peggy Brindisi, Assistant Business Manager

Maria Pires, Town Director of Finance

Kevin Bova, Town Purchasing Agent

(203)452-5005

(203)452-4301

(203)452-4332

(203)452-4309

(203)452-5013

(203)452-5042

Contact information for additional personnel shall be provided upon request.

This page summarizes the opportunity, including an overview and a preview of the attached documents.

Bid Number:	6559
Bid Title:	6559 Bid RFQ-P-Operational Audit of the BOE 2025
Category:	Bid Invitations
Status:	Open

6559 Bid RFQ-P-Operational Audit of the BOE 2025

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