San Clemente Planet bids #147201

San Clemente Solicits Recurring Independent Financial Audit Services

The City of San Clemente is seeking an independent CPA firm to provide recurring financial audit and reporting services. - Government buyer: City of San Clemente, California — Finance and Administrative Services; the RFP identifies the Finance Manager as the office contact. - Requested services: Annual financial statement audits and Annual Comprehensive Financial Report (ACFR) preparation for five fiscal years, with an optional one-time two-year extension. The scope covers applicable City funds and activities and the Coastal Animal Services Authority (CASA), a joint powers authority with the City of Dana Point. - If required, conduct a federal Single Audit under Uniform Guidance and Government Auditing Standards, including SEFA and major-program compliance work. - Perform GANN appropriations-limit procedures and prepare required California State Controller reports, including the City Financial Transactions Report. - Provide required internal-control, compliance, and audit reports and a management letter with applicable recommendations. - Standards and notable requirements: Perform the financial statement audit under GAAS and GAGAS and report on fair presentation under GAAP. Retain audit working papers for at least seven years and make them available to the City, regulators, and successor auditors upon reasonable request. - Financial systems: The City is transitioning from Tyler Eden to Tyler ERP; the auditor must account for records maintained in both systems during the transition. Tyler Technologies is the identified OEM associated with these systems; neither system is a product being procured here. - Contract term: Five fiscal years, FY2027–FY2031, with an optional one-time extension for FY2032–FY2033. The RFP also describes cancellation by either party with 60 days’ written notice, subject to the current-year audit not having commenced. - Vendor and quantities: No audit firm has been selected or named. The recurring audit and related annual procedures are generally specified for five years; the Single Audit is conditional on being required. No product part numbers or product quantities are specified. - Attachment caveat: The agreement template contains an additional professional consulting services line with its discipline, project scope, schedule, and compensation left as placeholders; it does not define a separate purchasable scope.

Description

The City of San Clemente is seeking proposals from qualified independent CPA firms to provide professional auditing services. The work includes annual financial statement audits for fiscal years ending June 30, 2027 through 2031, with an optional one-time extension for fiscal years 2032 and 2033. The scope includes auditing City funds and applicable component units, preparing the ACFR, performing a Single Audit if required, and completing GANN appropriations limit procedures and required State Controller reports. Proposals must be submitted electronically through the Planet Bids portal by November 11, 2026; the RFP states that the City intends to award a fixed-price contract.

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