About this opportunity
AI summaryThe government authority located in Santa Clara, CA requires a vendor to provide annual financial statement audit services for its annual financial report. The scope covers the fiscal year ending June 30, 2027, and the four subsequent years, with work performed on-site. Eligible applicants must be onshore within the USA. Applicants must submit questions no later than November 16, 2026. Proposals can be submitted digitally via email or online for a one-year contract term. The buyer has not specified a set budget and is seeking proposals.
Buyer and opportunity details
- Client
- City of Santa Clara
Scope of work
- Audit of the Annual Financial Report for FY ending June 30, 2027 and four subsequent years
- Single Audit preparation, editing, and electronic submission
- Review and verification of trial balance worksheets and summary lead schedules
- Preparation of federal Form 990 and State Form 199 for Santa Clara Public Facilities Financing Corporation
- Issuance of compliance and internal control reports
- Issuance of audit report on Transportation Development Act (TDA) funds
- Attending meetings with City Staff, Finance Committee, and City Council
- Up to 24 additional consulting hours per year if required
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Key Personnel (Phase 1) | 15% |
| Cost/Cost Realism (Phase 1) | 20% |
| Key Personnel (Phase 2 optional) | 10% |
| Cost/Cost Realism (Phase 2 optional) | 20% |
Minimum qualifications
- Qualified certified accounting firm
- Licensed project accountant in the State of California
- Experience in government auditing
- Compliance with independence standards
- Report on firm's most recent external quality review
Documents to include with your response
- Table of Contents
- Cover Letter
- Company Profile
- Qualifications of the Firm Narrative
- Client list with 3 references
- Report on most recent external quality review
- Key Personnel details and California licensed accountant proof
- Work Plan
- Attachment B Proposer Certification Form
- Attachment C Cost Proposal Form
Key dates
- RFP release date
- October 26, 2026
- Deadline for questions and objections
- One week prior to proposal due date
- Questions due via BidNet Direct
- November 16, 2026
- Proposal due date/time/location
- November 23, 2026
- Final Drafts completed for all required reports
- November 30
How to submit
- Method
- Electronic via BidNet Direct
- Instructions
- Submit electronically via BidNet Direct e-Procurement system in one file. E-signatures are accepted.
Contract details
- Term
- Three years, with two 1 year options
- Place of performance
- City of Santa Clara, CA
- Insurance and bonding
- Commercial General Liability, Business Automobile Liability ($1,000,000 combined single limit), Workers Compensation, and Professional Liability insurance required. Certificate of Insurance due within 10 days of notice of award.
- Funding
- Title 2 CFR Part 200 Uniform Guidance, Single Audit Act, HUD, DOJ, DOT, FEMA, DHS Grants