Financial Review, Southwestern Indian Polytechnic

What the solicitation documents require

We read the solicitation documents for this bid (2 documents, 53 pages). Each item shows the file and page it came from. Check the original documents and any addenda before you bid.

Due date and time

• Quotes are due no later than 2:00 p.m. Central Daylight Time on Tuesday, 27 October 2026. (Attachment 2, p. 19)

How to submit

• Quotes are accepted only by email to the Contract Specialist at jeff.morris@bie.edu by the closing date. (Attachment 2, p. 19)

Licenses and certifications

• Contractor staff providing the services shall be Certified Public Accountants. (Attachment 1, p. 5)

Set-aside and participation goals

• The acquisition is set aside 100.00% for small business; the form also lists WOSB, EDWOSB, SDVOSB, HUBZone and 8(a) categories. (Attachment 2, p. 1)

Contract term

• The period of performance begins after the order is issued, as set by the Contracting Officer, and ends forty-five days later. (Attachment 1, p. 2)
• Four option years are planned for future fiscal year reviews: FY 2026, 2027, 2028 and 2029. (Attachment 1, p. 12)

Pricing format

• Provide a firm-fixed price that is inclusive of all associated costs, such as taxes, delivery or freight charges. (Attachment 2, p. 19)

Forms to return

• The non-price quote must include experience with financial reviews, past performance (if available) and a Quality Control Plan per the SOW. (Attachment 2, p. 19)

Scope highlights

• Provide all personnel, equipment, supplies and services needed to perform a Financial Review, except government furnished property. (Attachment 1, p. 1)
• Prepare financial reports, a financial review and a summary report with statements on concerns for Fiscal Years 2019 through 2025. (Attachment 1, p. 2)

Documents we read

• Attachment 1 16 pages
• Attachment 2 37 pages