5-Fillable Exhibit H - Cost Sheet.pdf
PDF 107 KB Posted
- Attached to
- Annual Audit Services State and local contract opportunity
- Solicitation number
- 2026-084
- Issued by
- New Jersey
About this file
This is a cost sheet exhibit for a Request for Proposals issued by the New Jersey Housing and Mortgage Finance Agency for Annual Audit Services. The Agency is seeking proposals from independent certified public accounting firms to provide general independent audit and related services. The contract term spans five calendar years from January 1, 2027 through December 31, 2031. Bidders must submit annual fee caps for all services excluding those identified in Sections 3.0 B, 3.0 F, 3.0 G, 3.0 H, 3.0 J, and 3.0 N for each year of the contract period. The cost sheet requires firms to detail how fees were calculated based on estimated utilization of partners, managers, seniors, and other staff, including specific hourly rates for each classification.
The cost sheet requests separate fee proposals for specialized services including audits of bond resolutions (with three bond resolutions included in the base fee cap), Freddie Mac and Fannie Mae securitization reviews, federal program agreed-upon procedures, comfort review letters and agreed-upon procedures for bond issuance, HUD Financing Adjustment Factor Disbursement Schedule reviews, and general accounting and tax consulting. Bidders may propose cash discounts for expedited payment, though such discounts will not be considered in bid evaluation. The submission of a responsive cost sheet, executed by an authorized representative, constitutes acceptance of all RFP terms and conditions and creates a binding contract upon the Agency's notice of acceptance.
View the file
Other files for this state and local contract opportunity
| File | Type | Posted |
|---|---|---|
| 1-Fillable Exhibits A - G Rev 03-07-24.pdf | ||
| 2-Appendix 4 - Sample Audit Report.pdf | ||
| 3-Appendix 5 - Agreed-upon Procedures Letter.pdf | ||
| 6-Cover Letter.pdf | ||
| 7-Notice to Bidders.pdf | ||
| 4-RFP.pdf | ||
| 8-Submission Instructions - 2026-084.pdf |
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Text version
NEW JERSEY HOUSING AND MORTGAGE FINANCE AGENCY
REQUEST FOR PROPOSALS
FOR
ANNUAL AUDIT SERVICES
COST SHEET
EXHIBIT H
State an annual fee cap for all services other than those identified in Section 3.0 B, 3.0 F, 3.0 G,
3.0 H, 3.0 J and 3.0 N, for each calendar year from January 1, 2027 through December 31, 2031:
January 1, 2027 – December 31, 2027: $__________________________
January 1, 2028 – December 31, 2028: $__________________________
January 1, 2029 – December 31, 2029: $__________________________
January 1, 2030 – December 31, 2030: $__________________________
January 1, 2031 – December 31, 2031: $__________________________
Explain how such fees were calculated based on the estimated utilization of partners, managers, seniors, and other staff showing the specific hourly rates for each.
Section 3.0 B - Fees for the ABC Corporation and additional stand-alone audits of a new bond resolution, if required. (Please note, in accordance with Section 3.0B, three bond resolutions are to be included in your fee cap).
Section 3.0 F - Fee for annual review or supplementary information and schedules as required by Freddie Mac or Fannie Mae for participation in the securitization of mortgages into mortgage-backed securities.
NEW JERSEY HOUSING AND MORTGAGE FINANCE AGENCY
REQUEST FOR PROPOSALS
FOR
ANNUAL AUDIT SERVICES
COST SHEET
EXHIBIT H (Continued)
Section 3.0 G - Fee for the annual agreed upon procedures letter for any current or future federal program as required by the U.S.
Section 3.0 H – Fees for the issuance of a comfort review letter and/or agreed upon procedures letter, if required, in connection with the issuance of bonds by the Agency:
Section 3.0 J - Review of the procedures of the Financing Adjustment Factor Disbursement Schedule as required by US HUD every 3 years. Due 12/31/2020 and 12/31/2023 or when final funds are disbursed:
Section 3.0 N – The Agency expects it may need to consult with the firm for general accounting and tax matters. Specify the circumstances, if any, under which you intend to seek a waiver from the proposed fee cap and provide a schedule of fees if applicable:
Additional Fees/Services:
CASH DISCOUNTS – Bidders are encouraged to offer cash discounts based on expedited payment by the Agency. The Agency will make efforts to take advantage of discounts, but discounts will not be considered in determining the lowest bid.
__________discount (% or dollar amount), if paid within ____________days.
SIGNATURE. Signature of an authorized representative of the Bidder attests that the Bidder has read, understands, and agrees to all terms, conditions, and specifications set forth in the Request for Proposals (RFP) including all addenda. Furthermore, signature by the Bidder signifies that the RFP and the responsive submission constitutes a contract immediately upon notice of acceptance of the submission by the New Jersey Housing and Mortgage Finance Agency for any and all of the services requested and for the length of time indicated in the Request for Proposals.
Failure to accept the contract within the time period indicated or failure to hold prices or to meet any other terms and conditions as defined in the Request for Proposals during the term of the Contract, shall constitute a breach and may result in suspension or debarment from further Agency bidding.
Name of Firm (Please print or type) Address
Telephone Number City, State Zip Code
Name (Please print or type) Title
Signature E-mail Address
Date
| January 1 2027 December 31 2027: |
| January 1 2028 December 31 2028: |
| January 1 2029 December 31 2029: |
| January 1 2030 December 31 2030: |
| January 1 2031 December 31 2031: |
| seniors and other staff showing the specific hourly rates for each 1: |
| seniors and other staff showing the specific hourly rates for each 2: |
| seniors and other staff showing the specific hourly rates for each 3: |
| seniors and other staff showing the specific hourly rates for each 4: |
| to be included in your fee cap 1: |
| to be included in your fee cap 2: |
| to be included in your fee cap 3: |
| to be included in your fee cap 4: |
| backed securities 1: |
| backed securities 2: |
| backed securities 3: |
| backed securities 4: |
| program as required by the US 1: |
| program as required by the US 2: |
| program as required by the US 3: |
| program as required by the US 4: |
| letter if required in connection with the issuance of bonds by the Agency 1: |
| letter if required in connection with the issuance of bonds by the Agency 2: |
| letter if required in connection with the issuance of bonds by the Agency 3: |
| letter if required in connection with the issuance of bonds by the Agency 4: |
| funds are disbursed 1: |
| funds are disbursed 2: |
| funds are disbursed 3: |
| funds are disbursed 4: |
| the proposed fee cap and provide a schedule of fees if applicable 1: |
| the proposed fee cap and provide a schedule of fees if applicable 2: |
| the proposed fee cap and provide a schedule of fees if applicable 3: |
| the proposed fee cap and provide a schedule of fees if applicable 4: |
| Additional FeesServices 1: |
| Additional FeesServices 2: |
| Additional FeesServices 3: |
| Additional FeesServices 4: |
| Additional FeesServices 5: |
| discount or dollar amount if paid within: |
| days: |
| Name of Firm: |
| Telephone Number: |
| Name: |
| Date: |
| Address: |
| City State: |
| Title: |
| Email Address: |
| Text1: |
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