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Accounting Agency Search

Kaleidoscope Charter School seeks a financial partner to help manage our day-to-day accounting needs and assist in our long-term financial planning. 

A contract will be awarded based on the RFP evaluation criteria, including pricing, qualifications, references, and other factors outlined in the RFP.

Anticipated Timeline
  • Issuance of RFP, 03.06.23
  • Question Period, 03.07 to 03.13.23 at 5:00 p.m.
  • Answers posted no later than 3.14.23 at 5:00 p.m.
  • Deadline for Proposal Submissions, 03.17.23  at 5:00 p.m.
  • Proposal Review by KCS, Week of 03.20.23
  • Request for Additional Information and Onsite or Virtual Interviews, Week of 03.27.23
  • Final Decision (subject to Board Approval) Week of 04.10.2022
Question and Answer:
What is your Student Enrollment for the next 3 years? FY24- 550, FY25-560, FY26-575
Most Recent Free/Reduced percentage- 25%
How many employees (Full-time/Part-time) do you have currently? 79 Full time (30 hours or over) 5 part time (29 hours or less)  
Total Budgeted Expenditures for FY2022-23- $7,091,492.68
Average amount of monthly invoices processed (or most recent month if an average cannot be obtained) $70,000-$100,000 total 
Average amount of monthly deposits processed (or most recent month if an average cannot be obtained) $5,000-$10,000 total for physical deposits 
Do you have a debit and/or credit card?  If so, how many accounts are to be reconciled monthly. 2 credit cards that are reconciled monthly
How many bank accounts does the school and building company have open? 5 bank accounts 
What grants will you need help with accounting for beyond Title and Federal Special Education?  (ESSER is a good example)   ESSER, Reap, Title