What the buyer needs
AI summaryThe Sonoma-Marin Area Rail Transit District seeks proposals from onshore United States organizations to provide financial audit services. The selected contractor must perform annual audit work, including basic financial statements, notes, management reports, and the single audit, completing all requirements by November 1st of each year for the preceding fiscal year across a five-year contract term. Interested proposers must submit all clarification questions no later than December 1, 2026, and deliver completed proposals by 2:00 p.m. Pacific on December 11, 2026. An appointed evaluation committee will assess submissions using a pass/fail responsibility review alongside technical and price evaluations.
Scope of work
- Independent Audits performed in accordance with U.S. generally accepted auditing standards
- Audits complying with OMB Super Circular, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards
- Assistance with the preparation of Annual Comprehensive Financial Reports (ACFR)
- Annual Audit and Single Audit deliverables including basic financial statements, notes, and management reports
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| SERVICE APPROACH & AUDIT METHODOLOGY | 30 |
| KEY PERSONNEL QUALIFICATIONS | 25 |
| DEMONSTRATED HISTORY OF PERFORMING SIMILAR WORK | 25 |
| PRICING | 20 |
Minimum qualifications
- Qualified and certified public accountant firms
- Not debarred on the System for Award Management (SAM)
- Valid license status with relevant licensing agencies
Documents to include with your response
- Introductory Letter (Part A)
- Service Approach (Part B)
- Prior Experience & Qualifications and Key Personnel Resumes (Part C)
- Questionnaire (Part D)
- W9 Tax Form
- Receipt of Addenda Form (Attachment B, if addenda issued)
- Levine Act Statement (Attachment C)
- Certification of Drug-Free Workplace (Attachment C)
- California Civil Right Laws Certification (Attachment C)
- Proposed Fee Schedule (Part G)
How to submit
- Method
- Electronic via the District's Procurement Portal
- Instructions
- Submit one electronic proposal via https://sonomamarintrain.bonfirehub.com. Hardcopy, email, and faxed proposals are not accepted.