California State University-Channel Islands Planet bids #CI-274

CSU Channel Islands seeks CPA firm for affiliated-entity audits and tax filings

California State University Channel Islands is seeking a qualified CPA firm to audit four affiliated entities and prepare applicable tax and charitable-registration filings. - Government buyer: The Trustees of the California State University, through California State University Channel Islands (CSUCI), Procurement & Contract Services. The work is for Associated Students of California State University Channel Islands, Inc. (ASI), CSU Channel Islands Foundation, CSU Channel Islands Site Authority, and CSU Channel Islands Financing Authority. - Requested services: Annual financial-statement audits for all four entities, required audit reports and management letters, meetings and governing-body presentations, and applicable federal, state, and charitable-registration filings. Audits must meet applicable FASB or GASB, Government Auditing Standards, CSU, and other relevant requirements. - Tax filings may include Form 990, California Franchise Tax Board filings, and Registry of Charities and Fundraisers filings. Actual filings are subject to applicability and authorization. - Separately priced optional services include Single or program-specific audits, agreed-upon procedures, accounting consultation, extraordinary-scope work, unlisted tax filings, other additional services, and hourly professional support. - Scope and term: The initial engagement covers three fiscal years, with up to two one-year renewal options. Option-year increases are capped at 3% for applicable audit fees, tax filing fees, and hourly rates. Audited statements and reports are due within 90 calendar days after each fiscal year-end; draft results are due within 80 calendar days. - Vendors named: Floral Park Consulting LLC, GSA Contract Services, LLC, and Vasquez & Company LLP are listed as prospective bidders; no award or selected proposer is identified. - OEMs and products: No OEMs, manufactured products, part numbers, or product quantities are specified; this is a professional-services procurement. - Notable requirements: The proposal requests entity-specific pricing, a separate technical proposal and completed pricing workbook, fixed or not-to-exceed pricing where applicable, and hourly rates by staff classification. Optional services require prior written authorization.

Description

California State University Channel Islands is soliciting proposals from qualified independent certified public accounting firms to provide financial-statement audits and required tax-preparation services for four affiliated entities. Work includes annual audits, required reports and management letters, attendance at required meetings and governing-body presentations, and applicable tax and charitable-registration filings. The initial term covers fiscal years ending June 30, 2027 through June 30, 2029, with up to two one-year renewal options. Proposals must be submitted electronically through PlanetBids, including a technical proposal and the completed pricing form.

View original listing