Gregory-Portland ISD Annual Financial Audit Services RFQ #2223-06 - 2023
Gregory-Portland Independent School District, Portland, TX·School
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- Primary Contact
- Chris Casarez · (361) 777-1091 ext 1039
- Contract Term
- 1 year
- Duration
- 60 months
- Scope Location
- Portland, TX
- Submission Address
- 1200 Broadway Blvd, Portland, Texas, 78374
SUMMARY
The Gregory-Portland Independent School District (G-PISD) is soliciting Requests for Qualifications (RFQ #2223-06) from public accounting firms to perform the annual financial audit for the fiscal year ending August 31, 2023. The scope includes an organization-wide audit encompassing financial statements as required by GASB Statement No. 34 and the FASRG, review of federal financial assistance programs (Single Audit Act), and accuracy reviews of PEIMS/TSDS fiscal information. The district has a current enrollment of approximately 4,937 students across six campuses and a general fund budget of $86.4M. Qualifications must be submitted in five bound and sealed copies to the Purchasing Coordinator by June 1, 2023, at 2:00 p.m. The contract is for one year with potential extensions through August 31, 2028. Evaluation criteria include Texas public school auditing experience, staff qualifications, and audit work plan comprehensiveness.
EVALUATION CRITERIA
Auditing experience in Texas public schools (25), Auditing experience in government entities (5), size and structure of the firm (10), qualifications of supervisory personnel and team (25), General direction and supervision (10), Comprehensiveness of audit work plan (5), Realistic time estimates (10), Oral Interviews (10)
REQUIRED DELIVERABLES
Annual Financial Report, Management Letter, Data Collection Form, Compensatory Education Audit
REQUIRED ATTACHMENTS
Cover Letter, Technical Component, Management Component, Task/Activity Plan, Forms Checklist, Procurement Response Cover Sheet, Bid/Proposal Offer Form, Affidavit of Authority and Non-Collusion, Resident Bidder's Certification, Debarment or Suspension Certification Form, Felony Conviction and Criminal History Notice, G-PISD Contractor Certification, Statement of Compliance/Deviation Form, Proposal Questionnaire, Commitment to Provide Insurance Affidavit, Certificate of Interested Parties (Form 1295), Conflict of Interest Disclosure Statements, IRS Form W-9
REQUIRED STAFFING ROLES
supervisory personnel, consultants, field audit team
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Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFQ from Gregory-Portland Independent School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 1, 2023. 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: 1200 Broadway Blvd, Portland, Texas, 78374. For questions, contact Chris Casarez.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Auditing experience in Texas public schools (25), Auditing experience in government entities (5), size and structure of the firm (10), qualifications of supervisory personnel and team (25), General di..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Gregory-Portland Independent School District?
All active and historical solicitations from Gregory-Portland Independent School District are tracked and searchable. As a school agency, Gregory-Portland Independent School District regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
What documents are required to bid on this RFQ?
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: Cover Letter, Technical Component, Management Component, Task/Activity Plan, Forms Checklist, Procurement Response Cover Sheet, Bid/Proposal Offer Form, Affidavit of Authority and Non-Collusion, Resid. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Gregory-Portland Independent School District for the complete list.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including Gregory-Portland Independent School District in TX, 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 RFQ 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 Chris Casarez at (361) 777-1091 ext 1039. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Portland, TX. Review the full solicitation for detailed scope requirements.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: supervisory personnel, consultants, field audit team. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Annual Financial Report, Management Letter, Data Collection Form, Compensatory Education Audit. Proposals should clearly address how each deliverable will be met.
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