Chapter 13 Standing Trustee Audits
Closed Solicitation Posted
This opportunity was awarded. See the award notice from .
- Solicitation number
- USCA25R0108
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 541211 Offices of Certified Public Accountants
- PSC
- R704 Support- Management: Auditing
- Place of performance
- Washington, District of Columbia 20002, United States
Notice details come from SAM.gov. Updated .
About this opportunity
The Administrative Office of the U.S. Courts is seeking a certified public accounting (CPA) firm to conduct annual financial audits and agreed-upon procedures for 12 Chapter 13 Standing Trustees across six judicial districts in Alabama and North Carolina. The contract will be a concessions-style labor hour type with a base year and four one-year option periods, requiring comprehensive audits of trust account receipts, disbursements, internal controls, and operational procedures. Contractors must provide multi-level professional services with key personnel including Partners, Senior Audit Managers, and Senior Accountants, and must adhere to Government Auditing Standards. The evaluation will use a best value determination method, with technical factors being more important than price, and will include confidence ratings for technical approach, staffing approach, and past performance. Proposals are due by June 6, 2025, at 12:00 PM Eastern Time, with submissions to be made via email to specified contract officers.
The solicitation is not set aside for any specific category of business and has no guaranteed minimum purchase commitment. TRONCONI SEGARRA is noted as the incumbent contractor, with historical contract spending around $850,000 over five years. The contract anticipates approximately 16 audits per year, including up to two closeout audits, with an estimated historical spend of $800,000 over five years. Performance will occur at Standing Trustee Offices located in Alabama and North Carolina, with individual trustees responsible for funding their own audits. The contract is classified under NAICS code 541211 for Offices of Certified Public Accountants and PSC code R704 for Management Support Auditing. Reimbursable travel to trustee locations is included, and the contract emphasizes independence, quality control, and potential conflict of interest mitigation.
Notice text
3 versions
Update #3 · Latest ·
Amendment 0002
The purpose of this amendment is to:
1. Extend this solicitation deadline for proposals and past performance questionnaires submission to 06/06/2025, at 12:00 PM EST (noon).
All other terms and conditions remain unchanged.
------------------------------------------------------------------------------------------
Amendment 0001
The purpose of this amendment is to:
1. Clarify page count under Instruction to Offerors. Section L.2 is hereby updated.
2. Provide Questions and Answers (Q&A).
All other terms and conditions remain unchanged.
------------------------------------------------------------------------------------------
This requirement is for Chapter 13 Standing Trustee Audit Services.
The award will be a concessions contract since there are no appropriated funds associated with this requirement. It is the responsibility of each Trustee to fund therir own audit. Historically, over 5 years, the Trustees have purchased $800,000.00 of audit service. There is no guaranteed minimum for this procurement/resultant contract.
Neither the Federal Acquisition Regulation nor the Guide to Judiciary Policy Volume 14 apply to concessions contracts. Federal Judiciary contract clauses are incorporate as a guide to the standards of operation and conditions that shall be followed under the resultant contract.
Place of Contract Performance
Performance will take place at various Standing Trustee Offices in Alabama and North Carolina United States
Update #2 ·
Amendment 0001
The purpose of this amendment is to:
1. Clarify page count under Instruction to Offerors. Section L.2 is hereby updated.
2. Provide Questions and Answers (Q&A).
All other terms and conditions remain unchanged.
------------------------------------------------------------------------------------------
This requirement is for Chapter 13 Standing Trustee Audit Services.
The award will be a concessions contract since there are no appropriated funds associated with this requirement. It is the responsibility of each Trustee to fund therir own audit. Historically, over 5 years, the Trustees have purchased $800,000.00 of audit service. There is no guaranteed minimum for this procurement/resultant contract.
Neither the Federal Acquisition Regulation nor the Guide to Judiciary Policy Volume 14 apply to concessions contracts. Federal Judiciary contract clauses are incorporate as a guide to the standards of operation and conditions that shall be followed under the resultant contract.
Place of Contract Performance
Performance will take place at various Standing Trustee Offices in Alabama and North Carolina United States
Update #1 ·
This requirement is for Chapter 13 Standing Trustee Audit Services.
The award will be a concessions contract since there are no appropriated funds associated with this requirement. It is the responsibility of each Trustee to fund therir own audit. Historically, over 5 years, the Trustees have purchased $800,000.00 of audit service. There is no guaranteed minimum for this procurement/resultant contract.
Neither the Federal Acquisition Regulation nor the Guide to Judiciary Policy Volume 14 apply to concessions contracts. Federal Judiciary contract clauses are incorporate as a guide to the standards of operation and conditions that shall be followed under the resultant contract.
Place of Contract Performance
Performance will take place at various Standing Trustee Offices in Alabama and North Carolina United States
Files
| File | Type | Posted |
|---|---|---|
| USCA25R0108 Amendment 0002.pdf | ||
| USCA25R0108 - ATTACHMENT 3 - Past Performance Questionnaire.docx | DOCX document | |
| USCA25R0108 Questions and Answers.pdf | ||
| USCA25R0108 Amendment 0001.pdf | ||
| USCA25R0108 - ATTACHMENT 2 - Pricing Schedule.xlsx | XLSX spreadsheet | |
| USCA25R0108 - ATTACHMENT 1 - SOW CH13 Standing Trustee Audits Contract Solicitation.docx | DOCX document | |
| USCA25R0108.pdf | ||
| USCA25R0108 - ATTACHMENT 3 - Past Performance Questionnaire.docx | DOCX document |
Notice history
| Notice | Type | Posted |
|---|---|---|
| Chapter 13 Standing Trustee Audits | Award Notice | |
| This notice | Solicitation |
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