SLED Opportunity · ARIZONA · GILBERT SCHOOL DISTRICT
AI Summary
Gilbert School District requests proposals from qualified CPAs for annual financial audits from 2026 to 2030, including compliance with federal audit requirements and possible management advisory services.
The purpose of this Request for Proposal (RFP) is to enter into a contract with a qualified Certified Public Accountant to conduct an annual audit of financial transactions and accounts kept by or for the District, subject to the Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) for the year(s) ending June 30, 2026 through June 30, 2030, and to complete the Uniform System of Financial Records for Arizona School Districts (USFR) Compliance Questionnaire (CQ). (If the audit periods extend beyond 1 year, include all audit periods in the RFP.) The District reserves the right to suspend the provisions of the contract for any year in which the District expends less than the qualifying amount of federal awards set forth in the Uniform Guidance.
Since the District is subject to the Single Audit Amendments of 1996, the auditor must have the appropriate work done so that the District can submit the audit reporting package and data collection form, as required by OMB Circular No. A‐133, within 9 months after fiscal year‐end or 30 days after the reports are issued to the District, whichever is sooner.
In addition, the auditor may also be engaged when needed to provide management advisory services to the District. Compensation would be based on actual time spent at hourly rates for each staff level.
The District reserves the right to suspend the provisions of the contract for any year in which the District expends less than the qualifying amount of federal awards set forth in the Office of Management and Budget (OMB) Circular No. A-133, Audits of States, Local Governments, and Non-Profit Organizations
Gilbert Public Schools District Office is in the Town of Gilbert, which is a suburb of the greater Phoenix-Mesa area in the state of Arizona and Maricopa County. Gilbert Public Schools is comprised of five (5) comprehensive high schools, five (5) comprehensive junior high schools, twenty-six (25) comprehensive elementary schools, one (1) alternative learning high school, and three (3) non-traditional academies servicing approximately 29,500 students and about 4,000 full-time and part-time employees. The District operates from July 1st to June 30th fiscal year.
Comprehensiveness of audit work plan
Realistic time estimates of each major segment of the work plan and the estimated number of hours of each staff level
Auditing Arizona School Districts
Auditing Governments
Auditing Computerized Systems
Auditing Federal Programs.
Qualifications of supervisory staff and of the audit team performing field work.
General direction and supervision to be exercised over the audit team by the audit firm’s management.
Size and structure of the audit firm, considering the scope of the audit.
Cost is a factor in awarding the contract; only proposals that meet all of the mandatory criteria in the RFP will be given consideration.
Explanatory Note; The purpose of this question is to confirm the Bidder’s or Offeror’s acknowledgement and acceptance of the terms and conditions of the Solicitation, subject to any exceptions or modifications to terms or conditions that are expressly requested or that have been requested and approved prior to submission of the Offer. All exceptions or modifications to the Solicitation, regardless of whether Organization Name (also referred to as the District) approved such items prior to submission of the Offer, must be clearly set forth in this question.
The Offeror, acknowledges and accepts all terms and conditions of the Solicitation, except as expressly noted below or in the additional pages attached hereto. As used in this question, “terms and conditions of Solicitation” means all terms, conditions, specifications, certifications and warranties set forth in the documents that comprise the Solicitation, including the Uniform Instructions for Offers, Special Rules for Offers (if any), General Terms and Conditions of Contract, Special Requirements of Solicitation (if any), Specifications/Scope of Work, and Solicitation Addendums (if any).
If you requested an exception under the Acknowledgement and Acceptance of Terms and Conditions of the Solicitation, please clearly explain the requested exception/deviation. Reference the specific language that you are taking exceptions/deviations to. Unacceptable exceptions shall remove your proposal from consideration for award. Gilbert Public Schools shall be the sole judge on the acceptance of exceptions/deviations and their decision shall be final.)
Enter N/A if this does not apply
Offeror agrees to be bound by all relevant federal, state and county laws, including A.R.S. 15-213, per Arizona HB 2663 which states:
O. Any person or vendor that has secured or has taken steps to secure a contract, purchase, payment, claim or financial transaction with a school district, nonexempt charter school or school purchasing cooperative that offers, confers or agrees to confer any personal gift or benefit with a value of three hundred dollars or more on a person who supervises or participates in contracts, purchases, payments, claims or other financial transactions or on a person who supervises or participates in planning, recommending, selecting or contracting for materials, services, goods, construction or construction services of a school district, nonexempt charter school or school purchasing cooperative is guilty of a Class 6 Felony. Offering, conferring or agreeing to confer any personal gift or benefit with a value of less than three hundred dollars is a Class 1 Misdemeanor. A gift or benefit does not include an item of nominal value such as a greeting card, t-shirt, mug or pen.
P. Any person or vendor convicted under subsection O of this section may be suspended for up to six (6) months or barred for up to three (3) years by the Director of the Department of Administration from doing business with school districts, charter schools and school purchasing cooperatives.
I/We agree to abide by all relevant federal, state and county laws, including but not limited to the personal gifts policy of A.R.S. 15-213, Arizona HB 2663 as listed above. |
Explanatory Note; The purpose of this question is to request that the District treat as confidential specific information in the Offer that the Offeror or Bidder believes is a trade secret or other proprietary information. All information that is the subject of the request for confidentiality must be designated on the question below reflecting the page number and paragraph of the Offer in which it appears. An explanatory statement for the request must be clearly set forth in this question. The District Representative shall review the statement and provide the determination in writing whether the information shall be protected. If the District Representative determines that the information shall be protected from disclosure, the District Representative shall inform the Bidder or Offeror in writing of such determination. Requests to protect pricing information or the entire Offer from disclosure will be denied.
The Offeror, by the undersigned representative, requests that the specific information, described below and identified on the page or pages of the Offer in which it appears, be treated as confidential information and protected from disclosure to the public.
1. Description of specific information that is the subject of the request.
2. The reason or reasons why the information should be treated as confidential.
Enter N/A if this does not apply
The Contractor must list below the Trade, Company name, license and classification numbers of all qualified subcontractors and/or suppliers they will employ for the various portions of the work indicated. Failure on the part of the Contractor to complete this list properly may constitute sufficient grounds to reject the bid. If no subcontractors will be listed please indicate with a N/A
Example: Trade, Company Name, ROC License #, ROC License Classification
The Contractor must list below the Trade, Company name, license and classification numbers of all qualified subcontractors and/or suppliers they will employ for the various portions of the work indicated. Failure on the part of the Contractor to complete this list properly may constitute sufficient grounds to reject the bid. If no subcontractors will be listed please indicate with a N/A
Example: Trade, Company Name, ROC License #, ROC License Classification
You the Vendor do confirm that your persons, corporation, or company who makes the accompanying Proposal, having first been duly sworn, deposes and says:
That such Proposal is genuine and not sham or collusive, nor made in the interest of, or behalf of, any persons not herein named, and that the Offeror has not directly or indirectly induced or solicited any other Offeror to put in a sham proposal, or any other person, firm or corporation to refrain from offering, and that the Offeror has not in any manner sought by collusion to secure for itself an advantage over any other Offeror.
You the Vendor do confirm that your persons, corporation, or company who makes the accompanying Proposal, having first been duly sworn, deposes and says:
That such Proposal is genuine and not sham or collusive, nor made in the interest of, or behalf of, any persons not herein named, and that the Offeror has not directly or indirectly induced or solicited any other Offeror to put in a sham proposal, or any other person, firm or corporation to refrain from offering, and that the Offeror has not in any manner sought by collusion to secure for itself an advantage over any other Offeror.
Please download the below documents, complete, and upload.
Please complete the following downloadable forms and upload them in their respective questions.
Please download the below documents, complete, and upload.
Please upload your complete W-9 here
Please upload your complete COI here
A listing of any items such as letters, phone calls or other types of services generating a cost to the District and not included in the fees shown on the proposal are to be included, plus a formula or explanation of how these additional costs will be determined and billed to the District.
The form of contract for any award made as a result of this proposal will be a district purchase order, referencing this bid, which shall be considered a part of the contract. The amount will be based upon the fees shown in the bid, and will take into consideration previous and anticipated expenses for the forthcoming year. If your firm will require the District to sign an additional or separate contract, a copy of the proposal contract must be included with the proposal.
Please Upload your RFP Response here. Do NOT including pricing in this area. There will be another place to upload your Cost Proposal.
Please upload your complete Cost Proposal here. Please make sure that this information is NOT included in the RFP Response Area.
These questions will be utilized to confirm information you provide
Please enter your company's Legal Name and/or dba Name:
Please enter your company's Legal Name and/or dba Name:
Do you need an Electronic Pricing Table for this solicitation?
Would you like to add an area for the vendor to upload a cost proposal?
Please check all you will require in Special Terms and Conditions
If you click yes this document will be added to attachments
If you click yes, Subcontractors verbiage will be added to Special Requirements and the subcontractors list will be added to attachments.
If you click yes, additional verbiage will be added to special requirements tab
Please choose which insurance requirements you will need for this project
Yes = Acceptable
No = Unacceptable
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
SamSearch Platform
AI-powered intelligence for the right opportunities, the right leads, and the right time.