What the buyer needs
AI summaryNueces Central Appraisal District seeks submissions of qualifications from duly licensed independent certified public accounting firms to perform the annual financial audit for the fiscal year ending December 31, 2026. The scope includes conducting an independent financial audit under generally accepted auditing standards, expressing an audit opinion on general-purpose financial statements, performing risk assessments and internal control testing, preparing routine year-end calculations, and communicating with management and the Board of Directors. Eligibility requires onshore USA organizations, and the contract term is for one year with optional one-year renewals upon mutual agreement. Firms must submit paper packages in sealed packaging to the District Contact by November 30, 2026, at 3:00 PM Central Time, including the required cover letter, Section 3 forms, fee schedules, and qualifications. Written inquiries are due by November 16, 2026, at 4:00 PM Central Time via email. The District evaluates respondents based on demonstrated qualifications and competence, including governmental auditing experience, personnel qualifications and availability, timeline feasibility, project management approach, and references.
Scope of work
- Annual independent financial audit for the fiscal year ending December 31, 2026
- Audit procedures related to pensions, compensated absences, self-insurance liabilities, and other areas
- Review of budget compliance and applicable laws and regulations
- Preparation of the District's financial statements, notes, required supplementary information, and schedules
- Preparation of routine year-end audit-related calculations and MD&A
- Required communications with management and the Board of Directors
- Final audit issued and presented to the Board no later than July 31, 2027
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Basis of demonstrated qualifications to perform the services | Not specified |
| Fair and reasonable price | Not specified |
| Governmental auditing experience | Not specified |
| Personnel qualifications and availability of the proposed engagement team | Not specified |
| Ability to meet the required timeline | Not specified |
| Communication and project management approach | Not specified |
| Relevant experience and references | Not specified |
| Total long-term cost to the District | Not specified |
Minimum qualifications
- Duly licensed independent certified public accounting firm
- Regularly engaged in performing this work for a reasonable time
- Maintain adequate financial resources during the full term of service
- Satisfactory record of past performance
- Necessary management and technical capabilities to successfully perform
- Eligible to receive award under federal, state, county, or municipal laws
- Not on the U.S. Comptroller General list of ineligible contractors
- Engagement partner, manager, and key personnel licensed as CPAs in the State of Texas
Documents to include with your response
- Cover letter signed by person duly authorized to bind the Respondent
- Attachment A Fees including hourly service rates
- Attachment B Certification Forms
- Attachment C Form 1295
- Brief history of the firm and governmental audit practice
- Statement of experience performing comparable audits of Texas governmental entities
- Identification, qualifications, licenses, and training of proposed key personnel
- Confirmation of ability to meet required audit timeline
- Disclosure of Interests form
How to submit
- Method
- Sealed hard copy packaging (paper submissions only; electronic submissions are not accepted)
- Instructions
- Submit on paper in a sealed envelope marked with Respondent's name, address, and Solicitation Name to District Contact Jennifer Williams, Director of Administration, at the District's office.
