SAM #70Z03926QCGA00037

U.S. Coast Guard Academy Solicitation for Independent CPA Audit Services for NAFI Funds

The U.S. Coast Guard Academy is soliciting independent Certified Public Accountant (CPA) audit services for its Non-Appropriated Fund Instrumentalities (NAFIs). - Government Buyer: - U.S. Coast Guard Academy, Department of Homeland Security - Contact: Director of Business Operations (SK1 Kayla Rex) - Services Requested: - Financial statement audits and internal control examinations for three NAFIs: - Athletic Activity Fund - Cadet Activities Fund - Academic Activities Fund - Audits must comply with Government Auditing Standards (GAGAS/Yellow Book), GAAS, and Coast Guard financial management requirements - Scope includes review of financial records, payroll, compliance, and internal controls - Preparation of draft and final audit reports (nine physical copies plus electronic versions) - Coordination with government stakeholders and safeguarding sensitive information - Access to QuickBooks and ADP payroll reports provided - Travel services for audit fieldwork, reimbursed per Federal Travel Regulations - Contract Structure: - Base period for fiscal year ending June 30, 2026 - Three option periods for fiscal years ending June 30, 2027, 2028, and 2029 - Separate CLINs for audit and travel services - Notable Requirements: - 100% Small Business Set-aside under NAICS 541211 - Experience with government and nonprofit audits, QuickBooks, payroll accounting, and timely report delivery required - Draft audit reports due within 70 days of contract award; final reports due within 21 days after government review - Award based on best value tradeoff (technical approach, prior experience, price) - No specific OEMs or product vendors are named; only professional audit services are requested.

Description

The U.S. Coast Guard Academy requires the services of an independent Certified Public Accountant firm or licensed CPA to perform financial statement audits and internal control examinations for three Non-Appropriated Fund Instrumentalities: the Athletic Activity Fund, Cadet Activities Fund, and Academic Activities Fund. The audits shall cover the fiscal year ending June 30, 2026, and shall be conducted in accordance with applicable Government auditing standards, Coast Guard financial management requirements, and Non-Appropriated Fund Instrumentality policy. The contractor shall review financial records, assess internal controls over financial reporting, identify findings and recommendations, prepare draft and final audit reports for each fund, and provide an exit briefing if requested. The contractor shall maintain independence and objectivity, safeguard sensitive information, and coordinate with the designated Government points of contact throughout performance.

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