Combined Synopsis Solicitation_AUDIT NAFI.docx

Combined Synopsis/Solicitation RFQ ID #70Z03926QCGA00037

Combined Synopsis/Solicitation

i. This is a Combined Synopsis/Solicitation for commercial services prepared in accordance with the format in FAR Part 12, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested, and a written solicitation will not be issued.

ii. Solicitation number 70Z03926QCGA00037 is being issued as a Request for Quote (RFQ).

iii. This solicitation document and the incorporated provisions and clauses reflect those in effect through Federal Acquisition Regulation (FAR) Revolutionary Overhaul https://www.acquisition.gov/far-overhaul

iv. The North American Industry Classification System (NAICS) number is 541211 and the business size standard is $26.5 million. The proposed acquisition is being conducted as 100% Small Business Set-aside on a restricted basis.

v. Product Service Code PSC is R704 and can be found at: https://support.outreachsystems.com/resources/tables/pscs/

vi. The Contract Line-Item Number (CLIN) structure shall include a total of Eight (8), with anticipated CLIN structure for each ordering period is shown in the table below:

vii. Description of Requirement: 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.

viii. Anticipated dates and service period of performance will be outlined in the SOW

ix. The provision at FAR 52.212-1 Instructions to Offerors – Commercial Items (MAR 2026) applies to this acquisition and is further tailored in the ADDENDA of this combined synopsis/solicitation.

x. The provision at FAR 52.212-2 Evaluation – Commercial Items (MAR 2026) applies to this acquisition and is further tailored in the ADDENDA of this synopsis/solicitation.

xi. Clause at FAR 52.212-4 Contract Terms and Conditions, Commercial Products and Commercial Services (Deviation Date July 1, 2026) is applicable to this acquisition and additional addenda are contained herein.

xii. Additional terms and conditions applicable to this acquisition are contained herein.

xiii. The Defense Priorities and Allocations System (DPAS) is not applicable to this acquisition.

xiv. It is the quoter’s responsibility to ensure their quote is received and complete by the QUOTE DUE DATE OF September 22, 2026 by 08:00am Eastern Daylight Time (EDT). Quoters are hereby notified that if your quote is not received completely by the date, time, and location specified (see below) in this announcement, it may not be considered as compliant to the due date referenced above. Quotes shall be emailed to the following addresses: Kayla.L.Rex@uscg.mil

xv. All questions shall be submitted on a PDF or Word document and submitted by email to Kayla.L.Rex@uscg.mil no later than September 15, 2026 by 0800 AM Eastern Daylight Time (EDT). Questions received after this deadline may not be addressed.

All questions and corresponding answers will be compiled and issued as an amendment or attachment to this RFQ after the question deadline ends so that all potential Quoters receive the same information.

Individual responses to questions will not be provided. It is the responsibility of all quoters to monitor for any amendments to this solicitation.

xvi. The Government reserves the right to cancel this notice at any time.

xvii. Contract type: Firm Fixed Price (FFP).

xviii. The Government will use a best value tradeoff evaluation process to determine the quote that represents the best value to the Government. Award will be made to the responsible quoter whose quote conforms to the solicitation and is determined to provide the best value to the Government, considering the evaluation factors stated in this solicitation. The Government may award to other than the lowest-priced quoter if the Government determines that the technical superiority, relevant experience, lower performance risk, or other benefits of a higher-priced quote warrant the price premium.

Quoters are advised that award will not be based solely on lowest price. The Government will evaluate quotes using a best value tradeoff process considering Technical Approach, Prior Experience and Qualifications, and Price. The Government will consider the relative merits of each quote and may determine that a higher-priced quote represents the best value if the non-price benefits justify the price premium.

Part 2 Contract, Documents, Exhibits, and Attachments

Attachment I – Statement of Work (SOW) Attachment II – Evaluation Criteria Attachment III – Q&As Attachment A – Price Input Sheet

Part 3 Addenda to FAR 52-212-1 Instructions to Offerors—Commercial Items and FAR 52.212-2 Evaluation—Commercial Products and Commercial Services.

The Government intends to award without discussions. Therefore, the offeror’s initial proposal should contain the offeror’s best terms from a price and technical standpoint. The Government reserves the right to conduct discussions if the Contracting Officer later determines them to be necessary.

The quoter shall submit two volumes:

· Volume I: Technical Approach and Prior Experience Volume I shall contain the Quoters Technical Acceptability, be in word or pdf format, and must not exceed five (5) pages. Additional pages exceeding the limit will not be considered

For this factor, the Quoter shall submit documentation demonstrating their ability to complete the tasks outlined in the SOW

· Volume II: Price Volume II shall contain the Quoter’s Price (Factor 2). Quoters shall complete Attachment A Price Input (Excel spreadsheet)

A cover sheet, not to exceed one page, shall be included with the submission and should include the following:

· Quoter’s name and address

· Solicitation number

· Unique Entity Identifier, UEI

· CAGE Code

· Quoter point of contact, including phone number and email address

· Date through which the quote remains valid

Minimum acceptable font size is no smaller than 11-point font, except for tables, charts, or graphs, which may be no smaller than 10-point font. Page size shall be letter size, 8.5” x 11”. Tables, charts, or graphs may be submitted on legal size paper, 8.5” x 14”, if needed.

It is the quoter’s responsibility to ensure sufficient time is provided for electronic submissions to be processed through the Government’s electronic point-of-entry. The quoter shall acknowledge the solicitation and all amendments thereto.

Access to the Facility: Contractor personnel requiring physical access to the U.S. Coast Guard Academy must present identification acceptable for installation access, such as a REAL ID-compliant driver’s license or other acceptable federal identification and must comply with all applicable Coast Guard access requirements.

Evaluation Criteria 52.212-2 Evaluation—Commercial Products and Commercial Services (AUG 2025)(Deviation 25-21) The Government intends to award one firm-fixed-price purchase order resulting from this solicitation to the responsible quoter whose quote, conforming to the solicitation, represents the best value to the Government using a best value tradeoff evaluation process.

The Government will evaluate quotes using the following factors:

1. Factor 1: Technical Approach

2. Factor 2: Prior Experience and Qualifications

3. Factor 3: Price

Prior Experience and Qualifications is more important than Technical Approach. When combined, the non-price factors are significantly more important than Price.

See Evaluation Criteria Document attached to RFQ.

Note: ALL QUOTES SHALL BE COMPLIANT TO THE SCOPE OF WORK

The Government will evaluate quotes to verify the accuracy of the quoter’s Total Evaluated Price (TEP) provided in Attachment A and will determine whether their proposed TEP is fair and reasonable.

Part 4

Clauses

52.252-2 Clauses Incorporated by Reference (FEB 1998) This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es): http://www.acquisition.gov/far; https://www.dhs.gov/acquisition-policies-regulations# (End of clause)

The FAR Overhaul “Issuance date” & “Update” date are listed if the clause sites “Deviation Date”

FAR Clause Incorporated by Reference (IAW 52.252-2)

Invoicing Instruction Addenda 52.212-4, Contract Terms and Conditions – Commercial Items (Deviation Date July 1, 2026)

Electronic Submission of Payment Requests (FSMS Awards)

(a) Definitions. As used in these instructions -

(1) “Payment request” means a bill, voucher, invoice, or request for contract financing payment with associated supporting documentation. The payment request must: comply with the requirements identified in FAR 32.905(b), “Content of Invoices” and the applicable Payment clause included in this contract. In addition, discount offerings and small business status if available must be stated. If travel was allowable and approved, components in accordance with FAR 31.205-46 must be provided.

(b) Except as provided in paragraph (c) of this clause, the contractor must submit payment requests electronically using the Invoice Processing Platform (IPP). Information regarding IPP, including IPP Customer Support contact information, is available at www.ipp.gov or any successor site.

(c) The contractor may submit payment requests using a method other than IPP only when the contracting officer authorizes alternate procedures in writing in accordance with Coast Guard procedures.

(d) If alternate payment procedures are authorized, the contractor must include a copy of the contracting officer's written authorization with each payment request.

(e) IPP enrollment information is at https://www.uscg.mil/fincen/IPP/.

(f) Receiving Official: Contracting Officer’s Representative Invoice Approver Official: Contracting Officer’s Representative Contracting Officer’s Representative: See Contracting Officer’s Representative Appointment Memorandum

(End of clause)

52.203-17 Contractor Employee Whistleblower Rights (April 2024) (DHS-USCG DEVIATION 14-01, Revision 1)

(a) This contract and employees working on this contract will be subject to the whistleblower rights and remedies established at 10 U.S.C. 4701 and Homeland Security Acquisition Regulation (HSAR) 3.900 (DEVIATION) through 3.905 (DEVIATION).

(b) The Contractor shall inform its employees in writing, in the predominant language of the workforce, of employee whistleblower rights and protections under 10 U.S.C. 4701, as described in HSAR 3.900 (DEVIATION) through 3.905 (DEVIATION).

(c) The Contractor shall insert the substance of this clause, including this paragraph (c), in all subcontracts

(End of clause)

Part 5 Provisions

52.252-1 Provisions Incorporated by Reference (FEB 1998)

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es):

https://www.acquisition.gov/far-overhaul

(End of provision)

Commercial and Government Entity Code Reporting

OCT 2025

NOTE: Some provisions contain disclosures that must be completed and returned with Offeror’s response.

52.233-2 Service of Protest (SEPT 2006). Deviation Date April 15, 2025

(a) Protests, as defined in section 33.101 of the Federal Acquisition Regulation, that are filed directly with an agency, and copies of any protests that are filed with the Government Accountability Office (GAO), shall be served on the Contracting Officer (addressed as follows) by obtaining written and dated acknowledgment of receipt from IAW Cover Sheet Notice for Filing Agency Protests.

(b) The copy of any protest shall be received in the office designated above within one day of filing a protest with the GAO.

(End of provision)