Outsourced Business Management and Financial Services

City Academy Charter School is seeking a firm to provide outsourced business management, accounting, payroll, budgeting, compliance reporting, and audit support under a fixed-fee contract.

City Academy Charter School


General
Open (open)
CA-RFP-2026-01
Nov 16, 2026 10:00 PM
Nov 02, 2026 07:00 AM
7 months base + 3 × 1 year options
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Original Solicitation Links
[

CA-RFP-2026-01

]

agency rfp - final

Contact
kellie.lockwood@cityacademyslc.org
Salt Lake City, UT, USA
Submission Instructions
Utah Public Procurement Place (U3P)
Description

City Academy Charter School seeks one firm to provide outsourced business management, accounting, payroll, and financial reporting services. The scope includes general ledger and accounts payable/receivable operations, monthly reconciliations, payroll and benefits processing, annual and amended budgeting, monthly Board financial packages, state and federal compliance and grant reporting, and support for annual audits and procurement administration. The firm must also transition records from the current provider and transfer records and system access at contract end. The initial term runs from December 1, 2026, through June 30, 2027, with yearly renewals by mutual written agreement, subject to satisfactory performance and annual appropriation. Proposals must include a technical proposal and a separately submitted cost proposal; the technical proposal is limited to 25 pages, excluding resumes and attachments. The contract prohibits assignment or subcontracting without the school's written consent.

Classification Codes
NAICS541219Other Accounting Services
PSCR710Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Smart Codes
outsourced accounting servicespayroll processingfinancial reporting services
Specifications
Service Only
Timeline
Nov 2, 2026-RFP Issued
Nov 06, 2026 07:00 PM-Questions Due
Nov 9, 2026-Answers Posted
Nov 16, 2026-Technical Proposal Evaluation
Nov 16, 2026 10:00 PM-Proposals Due
Nov 18, 2026-Cost Scoring and Recommendation to Board
Nov 18, 2026-Anticipated Board Approval of Award
Nov 25, 2026-Contract Execution Deadline
Dec 1, 2026-Services Begin
Requirements
Required
  • General Liability
Scored
  • Minimum 3 references
  • Within the last 5 years
  • Client point of contact required for each reference
No
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