Item Coversheet

Mountain View Whisman School District

Agenda Item for Board Meeting of 3/6/2025



Agenda Category:  ACTION AND DISCUSSION

Agenda Item Title:  (Action) Award of Contract to Christy White Associates Inc for Auditing Services

Estimated Time: 

Person Responsible: 

Nadia Pongo, Director of Fiscal Services




Background: 

The Board will consider awarding a contract for audit services for the current fiscal year. 

The Mountain View Whisman School District ("District") requested proposals from interested Certified Public Accountants to perform independent financial audits for the District, for the years 2024-2025, 2025-2026, and  2026-2027 with an option for renewal, at the District's option, under the same terms and conditions, for the years 2027-2028, 2028-2029 and 2029-2030.

 

The RFP requested a Basic independent audit of the District's funds as specified in the most recent issue of the State Controller's audit guide, Standards and Procedures for Audits California K-12 Local Educational Agencies, and the AICP industry guide, Auditing of State and Local Government Units.

 

The RFP also included the Audit (performance and financial) of the District’s Proposition 39 Bond program.

 

Two proposals were received, and Christy White and Associates, Inc. resulted with the highest scoring rate. 

 

Staff reviewed the proposal for conformance with District and statutory requirements.




Fiscal Implication:

2024-2025 $34,600 District Audit, $5,695 Bond Audit. 

2025-2026 $35,640 District Audit, $5,800 Bond Audit. 

2026-2027 $35,640 District Audit, $6,000 Bond Audit.





Recommended Action: 
It is recommended that the Board of Trustees approve the award of contract to Christy White Associates, Inc. for Auditing services.

ATTACHMENTS:
DescriptionTypeUpload Date
RFP for Auditing ServicesBackup Material2/26/2025
Purchasing Checklist _ Christy White AssociatesBackup Material2/26/2025
Christy White Associates PSABackup Material2/26/2025
Christy White Associates _ Measure T_ PSABackup Material2/26/2025
Auditor ListBackup Material3/5/2025
Presentation Backup Material2/27/2025