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REQUEST FOR PROPOSAL TO PROVIDE AUDITING AND TAX SERVICES

Magnolia Science Academy District logoMagnolia Science Academy District
Due
Mar 12, 2015
Deadline passed
Posted
Feb 16, 2015
Primary contact
Oswaldo Diaz

The 30-second brief

What they're buying

The Magnolia Educational and Research Foundation (MERF) is seeking a qualified firm to conduct its annual audit and render an opinion of MERF's financial statements for the years ending June 30, 2015, 2016 and 2016. The firm will also be responsible for completing all required Federal and State tax filings for MERF.

What you must deliver

Biweekly progress reports, management letter, ten copies of final audit reports, associated Federal and State required filings, public inspection copy of form 990.

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Summary

The Magnolia Educational and Research Foundation (MERF) is seeking a qualified firm to conduct its annual audit and render an opinion of MERF's financial statements for the years ending June 30, 2015, 2016 and 2016.

The firm will also be responsible for completing all required Federal and State tax filings for MERF.

REQUIRED DELIVERABLES

5
  • Biweekly progress reports
  • Management letter
  • Ten copies of final audit reports
  • Associated Federal and State required filings
  • Public inspection copy of form 990

REQUIRED ATTACHMENTS

Copy of the firm's most recent peer review report.

Submit to
13950 Milton Avenue, Suite 200B, Westminster, CA 92683
Reported agency
Magnolia Educational and Research Foundation

Questions about this RFP

How do I respond to this RFP from Magnolia Science Academy District?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 12, 2015. 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: 13950 Milton Avenue, Suite 200B, Westminster, CA 92683. For questions, contact Oswaldo Diaz.

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

Most government agencies, including Magnolia Science Academy 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 Oswaldo Diaz. Questions and answers are typically shared with all prospective bidders.

What are the key deliverables?

The solicitation specifies the following deliverables: Biweekly progress reports, management letter, ten copies of final audit reports, associated Federal and State required filings, public inspection copy of form 990.. Proposals should clearly address how each deliverable will be met.

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Where can I find more RFPs from Magnolia Science Academy District?

All active and historical solicitations from Magnolia Science Academy District are tracked and searchable. As a school agency, Magnolia Science Academy District 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: Copy of the firm's most recent peer review report.. Review the full document from Magnolia Science Academy District for the complete list.

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