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REQUEST FOR PROPOSAL FOR AUDIT SERVICES

Fenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST
Due
Feb 21, 2020
Deadline passed
Posted
Jan 31, 2020
Primary contact
Irene Sumida

The 30-second brief

What they're buying

Fenton Charter Public Schools is seeking proposals from licensed certified public accountant firms to audit its financial statements for the fiscal year ending June 30, 2020, with an option for the subsequent two fiscal years. The RFP outlines the scope of work, auditing standards, required reports, timing, and proposal requirements.

What you must deliver

Basic nonprofit financial statements and required supplementary schedules (preliminary drafts, final bound copies, master unbound set), Management letter, All Reports.

How it's scored

Responsiveness of the proposal, Audit Coverage, Adequacy of sampling techniques, Adequacy of analytical procedures, Realistic time estimates, Copy of an audit conducted last year, Technical experience of the firm, Auditing of the type under consideration, Auditing similar entities, Firm or staff auditing experience with this district, Qualifications of staff, Size and structure of the firm, Cost of the Audit.

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Summary

Fenton Charter Public Schools is seeking proposals from licensed certified public accountant firms to audit its financial statements for the fiscal year ending June 30, 2020, with an option for the subsequent two fiscal years.

The RFP outlines the scope of work, auditing standards, required reports, timing, and proposal requirements.

EVALUATION CRITERIA

13
  • Responsiveness of the proposal
  • Audit Coverage
  • Adequacy of sampling techniques
  • Adequacy of analytical procedures
  • Realistic time estimates
  • Copy of an audit conducted last year
  • Technical experience of the firm
  • Auditing of the type under consideration
  • Auditing similar entities
  • Firm or staff auditing experience with this district
  • Qualifications of staff
  • Size and structure of the firm
  • Cost of the Audit

REQUIRED DELIVERABLES

Basic nonprofit financial statements and required supplementary schedules (preliminary drafts, final bound copies, master unbound set), Management letter, All Reports.

REQUIRED ATTACHMENTS

6
  • Title page
  • Table of Contents
  • Transmittal Letter
  • Detailed Proposal
  • Technical Proposal
  • Sealed Dollar Cost Bid

REQUIRED STAFFING

3
PartnerSpecialistSupervisory and Staff Level
Submit to
8928 B Sunland Boulevard, Sun Valley, California, 91352
Reported agency
Fenton Charter Public Schools

Questions about this RFP

How do I respond to this RFP from Fenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is February 21, 2020. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 8928 B Sunland Boulevard, Sun Valley, California, 91352. For questions, contact Irene Sumida.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Fenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Irene Sumida. Questions and answers are typically shared with all prospective bidders.

What staffing is required for this project?

This solicitation outlines specific staffing requirements. The required roles include: Partner, Specialist, Supervisory and Staff Level. Proposers should demonstrate relevant qualifications and experience for each required role.

What are the key deliverables?

The solicitation specifies the following deliverables: Basic nonprofit financial statements and required supplementary schedules (preliminary drafts, final bound copies, master unbound set), Management letter, All Reports.. Proposals should clearly address how each deliverable will be met.

Show 3 more questions

What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Responsiveness of the proposal, Audit Coverage, Adequacy of sampling techniques, Adequacy of analytical procedures, Realistic time estimates, Copy of an audit conducted last year, Technical experience..." Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Fenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST?

All active and historical solicitations from Fenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST are tracked and searchable. As a school agency, Fenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Title page, Table of Contents, Transmittal Letter, Detailed Proposal, Technical Proposal, Sealed Dollar Cost Bid.. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Fenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST for the complete list.

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