Auxiliary Audit Services

The California State University Channel Islands (CSUCI) is seeking a qualified independent CPA firm to perform comprehensive financial‑statement audits and required tax‑preparation services for four affiliated entities (the university, its foundation, site authority, financing authority, and the associated students organization). The contract covers three fiscal years (ending June 30 2027‑2029) with two optional one‑year extensions, and requires delivery of audited financial statements, management letters, and required tax filings within 90 days of each fiscal‑year close. The work includes mandatory participation in pre‑audit conferences, regular status reporting, presentations to audit committees, and annual CSU‑required training. All proposals must be submitted via the PlanetBids e‑bidding platform, with a technical PDF and a separate Excel pricing form, and the contractor must meet stringent CPA licensing, independence, insurance, and data‑security requirements. • Perform GAAS‑compliant audits for each entity (FASB for ASI; GASB for the other three) and issue audit reports, management letters, and supplemental schedules. • Prepare and file required federal, state, and charitable‑registration tax returns (Form 990, CA Franchise Tax Board, Registry of Charities) for all four entities. • Deliver final audited financial statements and related reports within 90 calendar days after each entity’s fiscal‑year end, and present draft findings to audit committees within 80 days. • Comply with CSU’s Data Privacy and Security Rider, maintain 256‑bit encryption, provide SOC 2 Type 2 reports, and allow CSU to conduct audits with a 14‑day notice period.