REQUEST FOR PROPOSALS FOR INDEPENDENT AUDIT SERVICES
Palos Verdes Peninsula UnifiedSchool · Palos Verdes Estates, CA- Due
- Feb 18, 2025
- Deadline passed
- Posted
- Jan 15, 2025
- Contract term
- 2 years
- Primary contact
- Kathy Ueunten
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THE 30-SECOND BRIEF
Palos Verdes Peninsula Unified School District is seeking proposals from qualified independent auditing firms to provide audit services for the fiscal year starting July 1, 2025. The RFP outlines requirements and expectations for independent audit services to ensure compliance with regulations and provide insights into financial practices. The district is committed to financial integrity and transparency.
Annual audit report, preliminary annual audit report draft, performance audit of Measure M Parcel Tax Fund, management letter.
Completeness and Responsiveness to the RFP, Firm Background & Professional Experience of its Team Members, Cost, Calendar of Functions & Work Plan Implementation
SUMMARY
Palos Verdes Peninsula Unified School District is seeking proposals from qualified independent auditing firms to provide audit services for the fiscal year starting July 1, 2025.
The RFP outlines requirements and expectations for independent audit services to ensure compliance with regulations and provide insights into financial practices. The district is committed to financial integrity and transparency.
EVALUATION CRITERIA
4- Completeness and Responsiveness to the RFP
- Firm Background & Professional Experience of its Team Members
- Cost
- Calendar of Functions & Work Plan Implementation
REQUIRED DELIVERABLES
4- Annual audit report
- Preliminary annual audit report draft
- Performance audit of Measure M Parcel Tax Fund
- Management letter
REQUIRED ATTACHMENTS
13- Form W-9
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
REQUIRED STAFFING
6- Submit to
- Purchasing Department, 38 Crest Road West, Rolling Hills, CA 90274
- Reported agency
- PALOS VERDES PENINSULA UNIFIED SCHOOL DISTRICT
Questions about this RFP
How do I respond to this RFP from Palos Verdes Peninsula Unified?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is February 18, 2025. 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: Purchasing Department, 38 Crest Road West, Rolling Hills, CA 90274. For questions, contact Kathy Ueunten.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Palos Verdes Peninsula Unified 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 Kathy Ueunten. 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, Audit Manager, Senior Accountant, Junior Account, Clerical, Other. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Annual audit report, preliminary annual audit report draft, performance audit of Measure M Parcel Tax Fund, management letter.. Proposals should clearly address how each deliverable will be met.
Can I search RFPs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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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: "Completeness and Responsiveness to the RFP, Firm Background & Professional Experience of its Team Members, Cost, Calendar of Functions & Work Plan Implementation" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Palos Verdes Peninsula Unified?
All active and historical solicitations from Palos Verdes Peninsula Unified are tracked and searchable. As a school agency, Palos Verdes Peninsula Unified 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 2 years. 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: Form W-9, Schedule A, Schedule B, Schedule C, Schedule D, Schedule E, Schedule F, Schedule G, Schedule H, Schedule I, Schedule J, Schedule K, Schedule L. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Palos Verdes Peninsula Unified for the complete list.