Heber Public Utility District 2026-2027 Professional Financial Auditing Services RFP
Heber Public Utility District Utility District · Heber, CA- Due
- Jun 15, 2026
- Deadline passed
- Posted
- May 22, 2026
- Contract term
- 1 year
- Primary contact
- Luis Carrazco
- (760) 482-2440
The 30-second brief
Heber Public Utility District is soliciting proposals for annual financial audit services for FY 2026-2027, with options for three subsequent years. The scope includes auditing financial statements, preparing reports, and ensuring GASB compliance.
CBAF Report, ACFR Report, Management Letter, State Controller's Annual Report, Audited Financial Statements
Expertise and Experience (40%), Audit Approach (30%), Price (30%)
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Summary
Heber Public Utility District is soliciting proposals for annual financial audit services for FY 2026-2027, with options for three subsequent years. The scope includes auditing financial statements, preparing reports, and ensuring GASB compliance.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
5- CBAF Report
- ACFR Report
- Management Letter
- State Controller's Annual Report
- Audited Financial Statements
REQUIRED ATTACHMENTS
4- Appendix A
- Appendix B
- Appendix C
- Appendix D
REQUIRED STAFFING
4- Submit to
- 1078 Dogwood Road, Suite 103, Heber, California 92249
- Scope location
- Heber, CA
- Reported agency
- Heber Public Utility District
Questions about this RFP
How do I respond to this RFP from Heber Public Utility District ?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is June 15, 2026. 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: 1078 Dogwood Road, Suite 103, Heber, California 92249. For questions, contact Luis Carrazco.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Heber Public Utility District 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 Luis Carrazco at (760) 482-2440. 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: Partners, Manager, Supervisory Staff, Staff. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: CBAF Report, ACFR Report, Management Letter, State Controller's Annual Report, Audited Financial Statements. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Expertise and Experience (40%), Audit Approach (30%), Price (30%)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Heber Public Utility District ?
All active and historical solicitations from Heber Public Utility District are tracked and searchable. As a utility district agency, Heber Public Utility 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 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: Appendix A, Appendix B, Appendix C, Appendix D. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Heber Public Utility District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Heber, CA. Review the full solicitation for detailed scope requirements.