S00B6600041 - HFA Financial Audit Services - B1 Financial TOR Form.xlsx

This is a Financial Proposal Form for solicitation S00B6600041, HFA Financial Audit Services, issued by the State of Maryland for the Community Development Administration (CDA) and Maryland Housing Fund (MHF). The contract requires an independent auditor to conduct annual financial audits of both the CDA and MHF in accordance with generally accepted auditing standards in the United States and Government Auditing Standards. The scope of services includes provision of Underwriter Inclusion Letters for the public issuance of tax-exempt or taxable bonds. The proposal covers two fiscal year audit periods: FY27 (07/01/2026-06/30/2027) with consent letters through 09/30/2028, and FY28 (07/01/2027-06/30/2028) with consent letters through 09/30/2029. The estimated quantities for deliverables include six bond issuances for CDA and twelve bond issuances for MHF across both fiscal years.

The financial proposal form requires bidders to provide pricing for annual audits, inclusion and consent letters for both CDA and MHF, and additional hourly consulting services. The form indicates that two Inclusion Letters are required for each publicly offered Bond Issuance—one at Point of Sale (POS) release and one at bond closing—with compensation calculated per Bond Issuance rather than per individual letter. Bidders must also provide an hourly rate for additional consulting services with an estimated 200 contract hours allocated. Offerors are required to complete all yellow-highlighted areas on the form and provide company information, FEIN, eMMA number, and authorized representative contact details.