Auxiliary Entity Audit and Tax Services

California State University Channel Islands is seeking an independent certified public accounting firm to audit the financial statements and prepare required tax and charitable-registration filings for four affiliated entities over an initial three-year term with two one-year renewal options.

California State University > California State University Channel Islands


General
Open
CI-274
Nov 02, 2026 09:00 PM
Oct 06, 2026 09:39 PM
1 year base + 4 × 1 year options
Request for Proposal (RFP)
State
Ask AI about this solicitation
Original Solicitation Links
Contact
daniel.brown@csuci.edu
+18054371628
1 University Drive, Camarillo, CA, USA
Submission Instructions
Online
Submit a complete Technical Proposal in Adobe PDF format., Submit the completed CSUCI-issued Pricing Proposal Form separately in its original Microsoft Excel (.xlsx) format through the mandatory pricing upload field., Register as a vendor in PlanetBids before submitting.
Description

California State University Channel Islands is soliciting proposals from qualified independent certified public accounting firms to provide annual financial-statement audits and required tax-preparation services for four affiliated entities: Associated Students of CSU Channel Islands, Inc.; CSU Channel Islands Foundation; CSU Channel Islands Site Authority; and CSU Channel Islands Financing Authority. The selected firm will perform annual audits, issue required reports and management letters, attend required meetings and governing-body presentations, and prepare applicable tax and charitable-registration filings. The initial term covers fiscal years ending June 30, 2027, through June 30, 2029, with up to two one-year renewal options. The solicitation identifies year-end audit services under UNSPSC 84111601 and does not change the previously recorded proposal requirements or submission process.

Classification Codes
NAICS541211Offices of Certified Public Accountants
PSCR704Auditing Services
Smart Codes
financial statement auditingtax preparation servicesnonprofit accounting services
Specifications
Service Only
Timeline
Oct 6, 2026-Release of RFP
Oct 20, 2026 11:00 PM-Questions and Clarification Deadline
Oct 27, 2026-Final Response/Addendum
Nov 02, 2026 10:00 PM-Proposal Due Date
Nov 16, 2026-Finalist Proposer Interviews (optional)
Estimated week of November 16, 2026; specific dates to be announced. Interviews may be conducted for up to five firms if held.
Nov 16, 2026-Final Evaluation and Reference Checks
Nov 23, 2026-Notice of Intent to Award
Dec 7, 2026-Contract Preparation and Finalization
Dec 14, 2026-Contract Issuance and Execution
Jan 1, 2027-Anticipated Commencement of Services
Requirements
Required
  • Commercial General Liability — $2,000,000.00
  • Business Automobile Liability — $1,000,000.00
  • Workers' Compensation / Employers Liability — $1,000,000.00
  • Professional Liability — $5,000,000.00
  • Cyber Liability — $5,000,000.00
Required
  • Minimum 3 references
  • Client point of contact required for each reference
Documents
TitleDate Posted
Sample Contract Cover PageOct 06, 2026 02:39 PM
Exhibit 1 CSU Terms and Conditions of PurchaseOct 06, 2026 02:39 PM
Exhibit 3 Pricing Proposal FormOct 06, 2026 02:39 PM
Request For ProposalOct 06, 2026 02:39 PM
Exhibit 2 Data Privacy and Security RiderOct 06, 2026 02:39 PM
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