City of San Leandro Audit Services

Agency: City of San Leandro
State: California
Type of Government: State & Local
NAICS Category:
  • 541211 - Offices of Certified Public Accountants
Posted Date: Aug 21, 2023
Due Date: Sep 28, 2023
Solicitation No: Bid No. 61236
Bid Source: Please Login to View Page
Contact information: Please Login to View Page
Bid Documents: Please Login to View Page
Bid Number: 61236
Bid Title: City of San Leandro Audit Services
Category: All Open RFPs
Status: Open

Description:

The City of San Leandro is seeking proposals from qualified certified public accountant firms to audit its financial statements, in addition to performing other financial audits and reviews as specified below, for the three fiscal years ending June 30, 2024, June 30, 2025, and June 30, 2026. At the City’s option, the audit engagement may be extended for the fiscal years ending June 30, 2027, and June 30, 2028, by written extension approval by the Finance Director. These audits are to be performed in accordance with generally accepted auditing standards, the standards set forth for financial and compliance audits in the U.S. General Accounting Office’s (GAO) Standards for Audit of Governmental Organizations, Programs, Activities, and Functions, provisions of the Single Audit Act of 1984, as amended in 1996, the U.S. Office of Management and Budget (OMB) Circular A-133, Audits of State and Local Governments, and Governmental Accounting Standards Board (GASB) Pronouncements.

Publication Date/Time:
8/21/2023 11:00 AM
Closing Date/Time:
9/28/2023 3:00 PM
Submittal Information:
Electronically to: sperez@sanleandro.org (please read RFP for further instructions)
Bid Opening Information:
Please Review RFP
Pre-bid Meeting:
N/A
Contact Person:
For information on or questons about any portion of this RFP, procedures and regulations (i.e. submission deadline, forms required, etc.) interested parties may send an email to: Sally Perez at sperez@sanleandro.org. Email subject line should read: Question RFP 61236 Audit Services.

Deadline for questions is Tuesday, September 21, 2023. The Q&A will be posted to the City website by Thursday, September 28, 2023.

Download Available:
Yes
Fee:
No Fee to Download
Plan & Spec Available:
Yes, available for dowloading
Business Hours:
8:30am - 5:00pm
Plan Holders List:
Prospective proposers are encouraged to register Firm's name, contact and emaill address, with Sally Perez, sperez@sanleandro.org as soon as possible. Those who register will receive courtesy notifications of updates, addenda and other important information that will be posted to the City's website.
Related Documents:

Attachment Preview

REQUEST FOR PROPOSALS FOR
CITY OF SAN LEANDRO AUDIT SERVICES
RFP #61236
RFP Issue Date
August 21, 2023
Proposal Submittal Due Date and Time:
September 28, 2023, by 3:00 p.m. PST
Electronically to: Sally Perez, Purchasing Technician at sperez@sanleandro.org
City of San Leandro, California
Proposal Specifications for Audit Services
City of San Leandro, California
Proposal Specifications for Audit Services
Table of Contents
Part 1 Audit Specifications
Page Number
I.
Introduction
4
II. Description of City of San Leandro
5
A. The City of San Leandro
5
B. The Finance Staff
5
C. Computer System
5
III. Requested Scope of Services and Auditors’ Responsibilities
6
A. Services to be performed by Auditors
6
B. Specific Deliverables for the City of San Leandro
8
IV. City’s Responsibilities
9
V. Basis for Compensation
9
VI. Additional Provisions
10
Part 2 Proposal Requirements and Information
I.
Proposal Process and Calendar
10
A. Distribution of Proposals
10
B. Proposal Submission
10
C. Proposal Review and Notification
11
D. Interviews
11
E. Final Selection Notification
11
F. Recap of Key Dates
11
II. Proposal Requirements
11
A. Independence
11
B. License to Practice in California
11
C. Firm Qualifications and Experience
11
D. Partner, Supervisory and Staff Qualifications and Experience
12
E. Specific Audit Approach
13
F. Identification of Anticipated Potential Audit Problems
13
2
G. Total All-Inclusive Maximum Price
13
H. Rates by Partner, Specialist, Supervisory and Staff Level Times Hours
Anticipated for Each
13
I. Ownership of City-Related Documents
13
J. J. Acceptance of Proposal Contents
13
K. Acceptance or Rejection and Negotiation of Proposals
13
III. Evaluation Process
14
A. Responsiveness of the Proposal
14
B. Cost
14
C. Auditor’s Experience
14
D. Technical Experience and Professional Qualifications of the Audit Team
14
E. Size and Structure of the Firm’s Office
14
F. Auditor’s Experience with Compliance
14
G. Ability of Firm in Providing Optional Services
14
IV. Format and Content of Proposal
14
A. Title Page
14
B. Table of Contents
14
C. Letter of Transmittal
14
D. Audit Team
15
E. Audit Scope and Provisions
15
F. Cost Data
15
G. Additional Data
15
Appendices
A. Format for Schedule of Professional Fees and Expenses to Support the Total
All-Inclusive Maximum Price
16
B. Format for Schedule of All-Inclusive Maximum Price by Report
17
C. Proposer Guarantees
18
D. Proposer Warranties
19
E. Example copy of City “Consulting Services Agreement” contract includes insurance
and business license requirements.
20
3
City of San Leandro, California
RFP 61236 Proposal Specifications for Audit Services
PART 1 AUDIT SPECIFICATIONS
I. INTRODUCTION
The City of San Leandro is seeking proposals from qualified certified public accountant firms
to audit its financial statements, in addition to performing other financial audits and reviews
as specified below, for the three fiscal years ending June 30, 2024, June 30, 2025, and June
30, 2026. At the City’s option, the audit engagement may be extended for the fiscal years
ending June 30, 2027, and June 30, 2028, by written extension approval by the Finance
Director. These audits are to be performed in accordance with generally accepted auditing
standards, the standards set forth for financial and compliance audits in the U.S. General
Accounting Office’s (GAO) Standards for Audit of Governmental Organizations, Programs,
Activities, and Functions, provisions of the Single Audit Act of 1984, as amended in 1996, the
U.S. Office of Management and Budget (OMB) Circular A-133, Audits of State and Local
Governments, and Governmental Accounting Standards Board (GASB) Pronouncements.
There is no expressed or implied obligation of the City to reimburse responding firms for any
expenses incurred in preparing proposals in response to this request. Materials submitted by
respondents are subject to public inspection under the California Public Records Act
(Government Code Sec. 6250 et seq.). Any language purporting to render the entire proposal
confidential or proprietary will be ineffective and will be disqualified.
During the evaluation process, the City reserves the right, where it may serve the City of San
Leandro’s best interest, to request additional information or clarifications from proposers, or
to allow corrections of errors or omissions. At the discretion of the City, firms submitting
proposals may be requested to make oral presentations as part of the evaluation process.
The City reserves the right to retain all proposals submitted and to use concepts in the
proposal regardless of whether that proposal is selected. Submission of a proposal indicates
acceptance by the firm of the conditions contained in this request for proposals, unless
clearly and specifically noted in the proposal submitted and confirmed in the contract
between the City and the firm selected.
To be considered, a pdf, electronic version, must be sent to Sally Perez, Purchasing
Technician at sperez@sanleandro.org, and received by 3:00 PM on Thursday, September
28, 2023. It is anticipated the selection process will be completed by October 20, 2023.
The City reserves the right to reject any or all provisions submitted and/or waive any
irregularity. Failure to provide the requested number of copies may render your proposal as
nonresponsive. The City will not be responsible for making copies of any proposals.
A copy of this request for proposal and the City’s most recent budget and ACFR document
can be found on the City’s website www.sanleandro.org. Questions about this Request for
Proposal should be submitted in writing only via email to Sally Perez at
sperez@sanleandro.org
4
City of San Leandro, California
RFP 61236 Proposal Specifications for Audit Services
II. DESCRIPTION OF THE CITY
A. The City of San LeandroThe City was incorporated in 1872 and is situated between
the cities of Oakland and Hayward in the East Bay of the San Francisco Bay Area. There
are 15 square miles of land included in the City’s boundary, with a population of
approximately 90,000. The City operates under a Mayor-Council-Manager form of
government created by charter in 1978. The City is governed by a seven-member council
elected by City residents. The City Council Finance Committee consists of the Mayor and
two Council Members. The City Council also functions as the governing board for the
Redevelopment Agency of the City of San Leandro (Agency). The Agency was
established to assist in the clearance and rehabilitation of the City areas determined to be
in declining condition. The accounting and administrative functions are performed by City
staff. The City employs approximately 416 regular full-time and 57 part-time employees
and is a full-service city which provides the following services: police, contract fire,
disaster preparedness, hazardous waste disposal, highways and streets, sanitation,
health services, public improvements, planning and zoning and general administrative
services.
B. Finance DepartmentThe Finance Department consists of three groups:
Administration, Operations, and Budget and Compliance Divisions. The Administration
Division is responsible for the overall administration of the City’s financial activities and
provides professional support to the department which includes City Risk Management
activities. The Operations Division administers the City’s operating activities for the
following sections: General Ledger, Accounts Payable and Receivable, Payroll, and
Purchasing. This division is also responsible for the preparation of the Comprehensive
Annual Financial Report and special reports as required by law; ensuring compliance of
City operations with accepted standards of internal control and assisting with the
preparation of the annual budget. The Budget and Compliance Division has lead
responsibility for the City’s budget, tax, Treasury, Business License and Risk
management. The Finance Director oversees these divisions.
The City’s fund structure includes:
General Fund
Special Revenue funds (15 funds)
Debt Service funds (3 funds)
Capital Projects funds (4 funds)
Enterprise funds (4 Proprietary funds and 4 Internal Service funds)
Agency funds (2 funds)
The City’s financial statements are prepared in conformance with GASB 34 and have
been audited by Maze & Associates since 2010-11. The City consistently receives the
Government Finance Officers Association (GFOA) “Certificate of Achievement for
Excellence in Financial Reporting” and has recently submitted for fiscal year ended June
30, 2022.
C. Computer SystemThe City uses Tyler-Eden software for general ledger, budget,
accounts receivable, accounts payable, purchasing, project accounting, accounts
receivable, fixed asset, human resources, and payroll accounting.
5

Sign-up for a Free Trial, Government Bid Alerts

With Free Trial, you can:

You will have a full access to bids, website, and receive daily bid report via email and web.

Try One Week FREE Now

See Also

RAMP ID Title Status Category Type Open Date Close Date Department URL 211161

City of Los Angeles

Bid Due: 12/12/2023

Operating Subsidy Payment (OSP) Program - Community Care Expansion (CCE) Preservation Program OPEN

Sacramento County

Bid Due: 12/31/2028

Family Finding and Engagement Services OPEN 0 11/2/2023 1/16/2024

Solano County

Bid Due: 1/16/2024

Status Ref# Project Close Date Dayes Left Action Open 24-J-S-055 NOTICE OF UPCOMING

San Mateo Transit District

Bid Due: 1/30/2024