Professional Auditing Services 2024
| Agency: | Marin County |
|---|---|
| State: | California |
| Type of Government: | State & Local |
| Category: |
|
| Posted: | Jan 30, 2024 |
| Due: | Mar 1, 2024 |
| Solicitation No: | RFP 2850 |
| Publication URL: | To access bid details, please log in. |
| Category: | Professional Services |
| Proposal Number: | RFP 2850 |
| Issue Date: | January 30, 2024 |
| Project Description: | The Marin County Department of Finance is requesting proposals from qualified firms of certified public accountants to conduct independent audits of its financial statements and provide certain assurance and non-assurance services for the fiscal years ending June 30, 2024, 2025, and 2026, with the option of extending the term for two subsequent fiscal years. These audits are to be performed in accordance with auditing standards generally accepted in the United States (GAAS) for governmental agencies as well as the provisions set forth in this request for proposals (RFP). |
| Project Information: | Request for Proposal [PDF] |
| Question Submittal Date: |
02/12/24
2:00 PM |
| Submission Due By: |
03/1/24
2:00 PM |
| Contact: |
Email
Mina Martinovich
|
| Delivery Address: |
Marin County Department of Finance
3501 Civic Center Drive, Suite 225 Department of Finance San Rafael, CA 94903 |
Attachment Preview
DEPARTMENT OF FINANCE
COUNTY OF MARIN
REQUEST FOR PROPOSAL (RFP) #2850
FOR
PROFESSIONAL AUDITING SERVICES
January 30, 2024
On behalf of the Marin County Department of Finance, the Marin County Procurement Division is seeking
to contract for professional auditing services as described in this solicitation.
Proposal packages will be received through Friday, March 1, 2024 UNTIL 2:00 P.M. PST, at the Marin
County Department of Finance, 3501 Civic Center Drive Suite 225, San Rafael, CA 94903 or through Bid
Express®
To be considered, respondents must ensure that the completed proposal, including all RFP documents, is
submitted timely. Proposals received after the scheduled submittal deadline will be returned unopened.
Copies, alternative formats and auxiliary aids of this RFP will be made available upon request by contacting
Jorge Molina in the Procurement Division at JMolina@marincounty.org
The County of Marin does not discriminate on the basis of race color, religion, creed, sec, age, marital
status, national origin, mental or physical disability, political belief or affiliation, veteran status, sexual
orientation, gender identity (including gender expression), genetic information, and any other class of
individuals protected from discrimination under state or federal law in any of its activities or operations.
This includes, but is not limited to, hiring and firing of staff, selection of volunteers and vendors, and
provision of services. We are committed to providing an inclusive and welcoming environment for all
members of our staff, clients, volunteers, contractors, subcontractors, vendors and clients.
The County of Marin is committed to developing and supporting diverse, equitable, and inclusive values
within all aspects of its operations. By conducting business for or with the County, you are representing
your commitment to rejecting inequities in employment, services, and practices by ensuring fair and
equitable treatment for all.
COUNTY OF MARIN
REQUEST FOR PROPOSAL
Professional Auditing Services
TABLE OF CONTENTS
I. INTRODUCTION
A. General Project Description..................................................................................
B. Pre-Proposal Conference...................................................................................
C. Anticipated Schedule of Events.........................................................................
PAGE
1
1
1
II. NATURE OF SERVICES REQUIRED
A. General...............................................................................................................
1
B. Scope of Work to be Performed........................................................................
2
C. Auditing Standards to be Followed ...................................................................
4
D. Working Paper Retention and Access to Working Papers ................................
4
III. DESCRIPTION OF THE GOVERNMENT
A. Contact Persons/Organization Chart.................................................................
5
B. Background Information ...................................................................................
5
C. Budgetary Basis of Accounting ..........................................................................
5
D. Schedule of Expenditures of Federal Awards....................................................
5
E. Financial Systems................................................................................................
5
F. Magnitude of Finance Operations.....................................................................
5
G. Availability of Prior Reports...............................................................................
5
IV. TIME REQUIREMENTS
A. Proposal Calendar .............................................................................................
6
B. Entrance and Exit Conferences ..........................................................................
6
C. Date Final Reporting Deliverables are Due..........................................................
6
V. ASSISTANCE TO BE PROVIDED TO THE AUDITOR AND REPORT PREPARATION
A. Department of Finance Assistance....................................................................
6
B. Statements and Schedules ................................................................................
6
C. Work Area, Telephone, Photocopying and FAX Machines................................
6
VI. PROPOSAL REQUIREMENTS
A. General Requirements
1. Solicitation Questions...........................................................................
7
2. Submittal Requirements......................................................................
7
3. Opening of Proposals...........................................................................
8
4. Informed Proposals/Examination of Documents...............................
8
5. Nomenclatures.....................................................................................
8
6. Interpretation, Correction....................................................................
8
7. Prices, Negotiations and Mistakes.......................................................
8
8. Withdrawal of Proposal........................................................................
8
COUNTY OF MARIN
REQUEST FOR PROPOSAL
Professional Auditing Services
TABLE OF CONTENTS
9. Terms of the Offer................................................................................
B. Solicitation Documents to be Returned............................................................
C. General Conditions.............................................................................................
D. Proposal Format ................................................................................................
E. Technical Proposal................................................................................................
1. Minimum Qualification Requirements...............................................
2. Audit Schedule and Approach..............................................................
3. Assigned Personnel...............................................................................
4. References..............................................................................................
5. Proposed Costs .....................................................................................
PAGE
9
9
9
9
10
10
11
11
12
12
VII. EVALUATION PROCEDURES
A. Evaluation Process.............................................................................................
13
B. Evaluation Criteria .............................................................................................
13
C. Final Selection and Award .................................................................................
14
VIII. GENERAL PROVISIONS
A. Responsible Parties............................................................................................
14
B. Award of Contract..............................................................................................
14
C. Award Evaluation Criteria..................................................................................
14
D. Preferences........................................................................................................
15
E. Supplier Performance Management Program (SPMP)....................................
15
F. Addenda.............................................................................................................
15
G. Change Orders....................................................................................................
15
H. Invoicing and Payment.......................................................................................
16
I. Assignment and Subcontracting........................................................................
16
J. Force Majeure....................................................................................................
16
K. Nondiscriminatory Employee............................................................................
16
L. Fair Employment Provisions..............................................................................
16
M. Cancellation of Contract....................................................................................
17
N. Termination for Default – Time Extension for Delay........................................
17
O. Termination for Convenience............................................................................
18
P. Nuclear Free Zone..............................................................................................
18
Q. Damages.............................................................................................................
18
R. Living Wage........................................................................................................
18
S. Cooperative Agreement....................................................................................
19
T. Joint Procurement.............................................................................................
19
U. Independent Proposer.......................................................................................
19
V. Non-Appropriation of Funds.............................................................................
19
W. Compliance or Deviation to Specifications.......................................................
19
X. Governing Laws..................................................................................................
19
Y. Insurance............................................................................................................
20
Z. Debarment and Suspension Certification.........................................................
20
AA. Conformity with Law and Safety........................................................................
21
COUNTY OF MARIN
REQUEST FOR PROPOSAL
Professional Auditing Services
TABLE OF CONTENTS
BB. Attorney’s Fees...................................................................................................
CC. Proposer Agreement to Terms and Conditions................................................
DD. Right to Audit......................................................................................................
EE. California Public Records Act (CPRA).................................................................
FF. Taxes...................................................................................................................
GG. Tax, California Non-Resident Income and Franchise Tax Withholding............
PAGE
21
21
21
21
22
22
APPENDICES
A. County of Marin Organizational Chart...............................................................
23
B. Exceptions to Scope of Work..............................................................................
24
C. Offer.....................................................................................................................
25
D. Schedule of Proposed Fees.................................................................................
26
E. References and Performance..............................................................................
28
F. Debarment and Suspension Certificate..............................................................
29
G. Non Collusion Declaration...................................................................................
30
H. Local Business Preference Certification.............................................................. 31
I. Workforce Preference Certification.................................................................... 32
J. Sample Professional Services Contract................................................................... 33
COUNTY OF MARIN
REQUEST FOR PROPOSALS
Professional Auditing Services
I. INTRODUCTION
A. General Project Description
The Marin County Department of Finance is requesting proposals from qualified firms of certified
public accountants to conduct independent audits of its financial statements and provide certain
assurance and non-assurance services for the fiscal years ending June 30, 2024, 2025, and 2026,
with the option of extending the term for two subsequent fiscal years. These audits are to be
performed in accordance with auditing standards generally accepted in the United States (GAAS)
for governmental agencies as well as the provisions set forth in this request for proposals (RFP).
To be considered, each proposer must submit their proposal in accordance with Submittal
Requirements detailed in Section VI. Submissions can be made electronically through Bid Express® OR
proposers can submit one (1) written original (marked as such) and four (4) copies OR electronic copy
proposal on a USB jump/thumb drive , all of which are due on Friday, March 1, 2024, no later than
2:00 P.M. PST. Proposals received after the deadline will be marked “LATE” and will receive no
further consideration. It is the responsibility of the Proposer to make certain the proposed response
is received on time.
Delivery Address:
MARIN COUNTY DEPARTMENT OF FINANCE
ATTN: Mina Martinovich, Director of Finance
3501 Civic Center Drive, Suite 225
San Rafael, CA 94903
Questions regarding the services being requested or the contents of this RFP must be submitted
in writing to Mina Martinovich, Director of Finance. Questions may be submitted via e-mail to
mmartinovich@marincounty.org or through Bid Express® at any time prior to Monday, February
12, 2024, by no later than 2:00 P.M. PST.
B. Pre-Proposal Conference
No pre-proposal conference will be held.
C. Anticipated Schedule of Events
The County of Marin will make attempts to adhere to the following timeline.
Release of RFP:
Proposal Submission Deadline:
Selection Recommendations:
Approval and Award:
Tentative contract start date:
January 30, 2024
March 1, 2024
March 15, 2024
April 30, 2024
May 1, 2024
II. NATURE OF SERVICES REQUIRED
A. General
The Marin County Department of Finance is requesting proposals from qualified firms of certified
public accountants to conduct independent audits of its financial statements and provide certain
assurance and non-assurance services for the fiscal years ending June 30, 2024, 2025, and 2026,
with the option of extending the term for two subsequent fiscal years. These audits are to be
performed in accordance with auditing standards generally accepted in the United States (GAAS) for
governmental agencies as well as the provisions set forth in this request for proposals (RFP).
1
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