CI-274_Supplemental_Exhibit_3_-_Pricing_Proposal_Form_FINAL.xlsx
XLSX spreadsheet 22 KB Posted
- Attached to
- Auxiliary Audit Services
- Solicitation number
- 0000040573
- Issued by
- Ventura County, California
About this file
This is a Pricing Proposal Form for RFP CI-274 Auxiliary Audit Services issued by California State University Channel Islands (CSUCI) to solicit proposals from qualified independent certified public accounting firms. The contract requires proposers to provide financial-statement audit and 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 initial contract term covers fiscal years ending June 30, 2027 through June 30, 2029, with up to two one-year renewal options through June 30, 2031. Selected firms must perform annual audits, issue required reports and management letters, attend required meetings and governing-body presentations, and prepare applicable tax and charitable-registration filings including Form 990 filings, California Franchise Tax Board filings, and Registry of Charities and Fundraisers filings for each entity.
The pricing proposal requires all three worksheet tabs to be completed in their entirety, with all evaluated pricing fields containing firm, fixed, not-to-exceed dollar amounts in U.S. dollars for fiscal years 2026-27 through 2030-31. The Combined Evaluated Price encompasses five-year basic audit fees for all four entities plus five-year evaluated tax-preparation fees for every listed entity and filing combination. Option-year pricing for fiscal years 2029-30 and 2030-31 may not exceed the immediately preceding year by more than 3.0%. Additional Services, hourly services, reimbursable expenses, and unlisted tax filings are excluded from the Combined Evaluated Price and require separate prior written authorization. Proposers must also complete hourly rate schedules for various staff classifications including Engagement Partner, Principal/Director, Manager, Senior, Staff, Tax Specialist, and Information-Technology Audit Specialist, with these rates also subject to the 3.0% maximum annual increase limitation for option years.
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Other files
| File | Type | Posted |
|---|---|---|
| CSU_Terms_and_Conditions_10-01-2025.pdf | ||
| CI-274_RFP_Auxiliary_Audit_Services.pdf |
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1 - Core Pricing
| Supplemental Exhibit 3 - Pricing Proposal Form | |||
| RFP CI-274 | Auxiliary Audit Services | |||
| IMPORTANT: ALL THREE WORKSHEET TABS ARE REQUIRED: Proposers must complete and submit this workbook in its entirety, including all three worksheets. All required fields must be completed. On Worksheet 1, every evaluated pricing field must contain a dollar amount; enter $0 only when the service would be provided at no additional charge. N/A is not permitted in evaluated pricing fields. On Worksheet 2, enter N/A for required service/rate fields that do not apply; optional proposal rows may be left blank if not proposed. Failure to complete any required worksheet or pricing field may result in the proposal being deemed nonresponsive. | |||
| Proposer Legal Name: | Date Submitted: | ||
| Pricing Contact: | Email / Phone: | ||
| Option-Year Maximum Increase: | 3.0% | Applies to each Entity-specific basic audit fee, each required tax filing fee, and hourly rates in Option Years 1 and 2. | |
| INSTRUCTIONS: Complete all applicable blue-font input cells in U.S. dollars. Years 1-3 are firm, fixed, not-to-exceed. Option-year pricing is also firm NTE and may not exceed the immediately preceding year by more than 3%. The Combined Evaluated Price includes the five-year basic audit fees plus every tax-preparation fee listed in the evaluated tax pricing schedule below. For evaluated tax rows, enter the firm's NTE fee as though the listed filing were required; do not enter N/A or $0 solely because the firm believes a filing may not apply. Enter $0 only if the firm would perform that filing at no additional charge. Additional Services, hourly services, reimbursable expenses, and unlisted tax filings are excluded from the Combined Evaluated Price. Supplemental pricing explanations may be attached if necessary, but this Pricing Proposal Form controls for evaluation and contracting purposes. |
| A. BASIC AUDIT FEE SCHEDULE - Included in Combined Evaluated Price | ||||||||
| Participating Entity | FY 2026-27 | FY 2027-28 | FY 2028-29 | Option FY 2029-30 | Option FY 2030-31 | 5-Year Total | Option-Year Cap Check | Notes |
| Associated Students of California State University Channel Islands, Inc. (ASI) | - | INCOMPLETE | ||||||
| California State University Channel Islands Foundation | - | INCOMPLETE | ||||||
| California State University Channel Islands Site Authority | - | INCOMPLETE | ||||||
| California State University Channel Islands Financing Authority | - | INCOMPLETE | ||||||
| Annual / Five-Year Total | - | - | - | - | - | - | Core audit fees only | |
| EVALUATED TAX PRICING RULE: All listed Entity/filing combinations below are a standardized pricing basket for proposal evaluation and must be priced. Inclusion of a filing does not determine that it is legally required for that Entity or contract year. The Contractor will perform only filings that are applicable and authorized under the resulting agreement. | ||||||||
| B. EVALUATED TAX PREPARATION FEE SCHEDULE - Included in Combined Evaluated Price | ||||||||
| Evaluated Entity / Filing | FY 2026-27 | FY 2027-28 | FY 2028-29 | Option FY 2029-30 | Option FY 2030-31 | 5-Year Total | Option-Year Cap Check | Notes / Form No. |
| Associated Students of California State University Channel Islands, Inc. (ASI) - Form 990 | - | INCOMPLETE | ||||||
| Associated Students of California State University Channel Islands, Inc. (ASI) - California Franchise Tax Board filing | - | INCOMPLETE | ||||||
| Associated Students of California State University Channel Islands, Inc. (ASI) - Registry of Charities and Fundraisers filing | - | INCOMPLETE |
| California State University Channel Islands Foundation - Form 990 | - | INCOMPLETE |
| California State University Channel Islands Foundation - California Franchise Tax Board filing | - | INCOMPLETE |
| California State University Channel Islands Foundation - Registry of Charities and Fundraisers filing | - | INCOMPLETE |
| California State University Channel Islands Site Authority - Form 990 | - | INCOMPLETE |
| California State University Channel Islands Site Authority - California Franchise Tax Board filing | - | INCOMPLETE |
| California State University Channel Islands Site Authority - Registry of Charities and Fundraisers filing | - | INCOMPLETE |
| California State University Channel Islands Financing Authority - Form 990 | - | INCOMPLETE |
| California State University Channel Islands Financing Authority - California Franchise Tax Board filing | - | INCOMPLETE |
| California State University Channel Islands Financing Authority - Registry of Charities and Fundraisers filing | - | INCOMPLETE |
| Evaluated Tax Preparation 5-Year Total | All listed evaluated tax-pricing rows are included in the Combined Evaluated Price. | - | N/A not permitted in evaluated rows | |
| C. EVALUATED PRICING SUMMARY | ||||
| Five-Year Basic Audit Fee Total | - | Included | ||
| Five-Year Evaluated Tax Preparation Fee Total | - | Included | ||
| COMBINED EVALUATED PRICE | - | Used for 60-point price score | ||
| Combined Evaluated Price = five-year basic audit fees for all four Entities + five-year evaluated tax-preparation fees for every listed Entity/filing combination in Section B. All listed evaluated tax rows must be priced to ensure consistent proposal comparison. Inclusion of a filing in the evaluated pricing schedule does not determine that the filing is legally required for every Entity or contract year. The Contractor will perform only filings that are applicable and authorized under the resulting agreement. Any tax filing not listed in Section B is excluded from the Combined Evaluated Price and requires separate prior written authorization in accordance with RFP Section 3.7. |
&8 &K666666CI-274 | Supplemental Exhibit 3 | Pricing Proposal Form
2 - Additional Services
| Supplemental Exhibit 3 - Additional Services & Rates |
| RFP CI-274 | Auxiliary Audit Services |
| The items on this worksheet are NOT included in the Combined Evaluated Price. Single Audit or program-specific audit services, agreed-upon procedures, accounting consultation, extraordinary-scope work, hourly services, reimbursable expenses, unlisted tax filings, and other Additional Services require prior written authorization by the applicable Entity. Required service rows (11-14) and required staff-rate rows (21-27) must be completed; enter N/A where a required field does not apply. Rows labeled "Other," proposed reimbursable-expense rows, value-added-service rows, and supplemental pricing-note rows are optional and may be left blank if not proposed. Where a service can reasonably be defined in advance, provide a fixed or not-to-exceed fee; otherwise identify the applicable hourly rates below. |
| A. SEPARATELY PRICED ADDITIONAL SERVICES | ||||||
| Service | Pricing Basis | Fixed / NTE Fee | Unit / Quantity Assumption | Included Staff Classifications | Notes | Excluded from Evaluated Price |
| Single Audit / program-specific audit services | Yes | |||||
| Agreed-upon procedures | Yes | |||||
| Accounting consultation | Yes | |||||
| Extraordinary-scope work | Yes | |||||
| Other tax return / filing not listed in evaluated tax schedule - specify | Yes | |||||
| Other Additional Service - specify | Yes | |||||
| B. HOURLY RATE SCHEDULE | ||||||
| Staff Classification | Years 1-3 Hourly Rate | Option Year 1 Rate | Option Year 2 Rate | Option-Year Cap Check | Notes | Excluded from Evaluated Price |
| Engagement Partner | INCOMPLETE | Yes | ||||
| Principal / Director | INCOMPLETE | Yes | ||||
| Manager | INCOMPLETE | Yes | ||||
| Senior | INCOMPLETE | Yes | ||||
| Staff | INCOMPLETE | Yes | ||||
| Tax Specialist | INCOMPLETE | Yes | ||||
| Information-Technology Audit Specialist | INCOMPLETE | Yes | ||||
| Other Specialist - specify | Yes | |||||
| Other Specialist - specify | Yes | |||||
| C. PROPOSED REIMBURSABLE EXPENSES | ||||||
| OPTIONAL: All ordinary expenses necessary to perform the core audit and required tax-preparation services must be included in the applicable NTE fees. Complete the rows below only if proposing a separately reimbursable expense. Any listed expense remains subject to RFP Section 1.13 and prior written approval by the applicable Entity before the expense is incurred. Identification here does not guarantee reimbursement. |
| Proposed Reimbursable Expense | Basis / Unit | Amount / Rate | Maximum / Cap | Justification / Notes | Prior Written Approval Required | Excluded from Evaluated Price |
| Yes | Yes | |||||
| Yes | Yes | |||||
| Yes | Yes | |||||
| Yes | Yes | |||||
| Yes | Yes | |||||
| D. VALUE-ADDED SERVICES INCLUDED AT NO ADDITIONAL COST | ||||||
| OPTIONAL: Identify any value-added services included within the proposed basic audit or required tax-preparation fees at no additional cost. Leave this section blank if none are proposed. Any service identified here will be considered part of the applicable NTE fee and may not later be separately billed. |
| Value-Added Service | Description / Deliverable | Applicable Entity(ies) | Applicable Year(s) | Included at No Additional Cost | Notes |
| Yes | |||||
| Yes | |||||
| Yes | |||||
| Yes | |||||
| Yes | |||||
| Yes | |||||
| E. OPTIONAL SUPPLEMENTAL PRICING NOTES | |||||
| Use this space for concise pricing assumptions, exclusions, or clarifications. Supplemental information may explain the completed form but may not replace, modify, or supersede a required entry or introduce an alternative pricing structure. If additional space is required, attach a clearly labeled supplemental page. |
&8 &K666666CI-274 | Supplemental Exhibit 3 | Additional Services & Rates
3 - Certification
| Supplemental Exhibit 3 - Pricing Proposal Certification |
| RFP CI-274 | Auxiliary Audit Services |
| I hereby certify that the Proposal and Pricing Proposal Form submitted in response to the above-referenced Request for Proposal are valid, complete, and accurate for performance of the required work. I further certify that I have reviewed and completed all required worksheets contained in the Pricing Proposal Form, including all required pricing fields, and that the pricing submitted reflects the Proposer’s complete offer for the services identified therein. The Proposer agrees that, upon issuance and acceptance of a Contract, the work will be performed in accordance with the applicable terms, conditions, requirements, and pricing set forth in the Request for Proposal, the Pricing Proposal Form, and the resulting Contract. |
Print Name Title
Signature Date
Official Company Name Year Established
Federal Tax I.D. Number Telephone
Company Address City / State / ZIP Code
Email Address
Authorized Representative: By signing this certification, the Proposer confirms that the individual signing has authority to submit the Pricing Proposal Form on behalf of the firm.
&8 &K666666CI-274 | Supplemental Exhibit 3 | Pricing Proposal Certification
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