2-RFQ 2027 Transportation Impact Fee Finacial Audit-DRAFT 8.2.2026 - 2nd Advertisement 1.pdf

2027 Transportation Impact Fees Financial Audit RFQ

NOTICE OF REQUEST FOR QUALIFICATIONS

FOR PROFESSIONAL AUDITING SERVICES

FOR THE TRANSPORTATION IMPACT FEE FINANCIAL AUDIT 106900

CITY OF FORT WORTH

DEVELOPMENT SERVICES DEPARTMENT

DEVELOPMENT COORDINATION DIVISION

Public Notification Date: June 24August 12, 2026

Electronic submittal of Statement of Qualifications (SOQs) for consideration of being placed on a list, will be received by the City of Fort Worth via the Bonfire

Procurement Portal until 2:00 P.M. CST, Thursday, July September 1723, 2026.

Immediately thereafter, names of the respondents will be opened publicly and read aloud in the Council Work Session room at City Hall, 100 Fort Worth Trail, Fort Worth, Texas 76102 or other officially designated location.

The City will conduct a one-step process to select a qualified firm:

Request for Qualifications: Respondents shall submit their Statement of Qualifications as detailed in the Instructions. The City will thereafter review submitted Statements of Qualifications. City reserves the right to conduct interviews of final candidates.

Advertised: AugustJune 1224 and August 19July 1, 2026

REQUEST FOR QUALIFICATIONS

CITY OF FORT WORTH

2027 TRANSPORTATION IMPACT FEE FINANCIAL AUDIT 106900

INSTRUCTIONS

I. PURPOSE AND OBJECTIVES

The City of Fort Worth (City) Development Services Department (DSD), Development Coordination Division is releasing this Request for Qualifications (RFQ) to interested and qualified independent auditing firms to conduct a financial audit of the City’s Transportation Impact Fee Program as required by Texas Local Government Code, Section 395.059.

All firms offering to provide professional services must comply with the State of Texas regulations regarding their respective practice areas.

Statements of Qualifications (SOQs) that do not meet the requirements outlined in this RFQ may be deemed non-responsive by the City and the firm rejected. The City reserves the right to waive minor informalities in SOQs and proceed with evaluation.

The City reserves the right to cancel this Solicitation at any time for any reason and to resolicit the goods and services included in this Solicitation.

There is no expressed or implied obligation for the City to reimburse responding firms for any expenses incurred in preparing responses to this request.

II. CALL FOR QUALIFICATIONS AND RESPONSE INSTRUCTIONS

SOQs will be accepted in Bonfire until 2:00 P.M. CST, Thursday, SeptemberJuly 1723, 2026. Immediately thereafter, responses will be opened publicly and the names of the firms read aloud at City Hall, 100 Fort Worth Trail, Fort Worth, Texas 76102, in the City Council Work Session room or other officially designated location.

A pre-submittal meeting will be held on:

DATE: August 26July 8, 2026 TIME: 110:00 AM to 121:00 PMAM LOCATION: Virtual – Microsoft Teams

The link to the pre-submittal meeting can be obtained on-line by visiting https://fortworthtexas.bonefire.com/portal/?tab=openOpportunities. Interested firms are encouraged to attend.

Submissions must be uploaded, finalized, and submitted on or prior to the due date.

The City strongly recommends allowing sufficient time to complete the submission

Commented [JR1]: From Austin’s RFQ - Item 1.6

Commented [JR2]: From the newspaper notice https://fortworthtexas.bonfirehub.com/portal/?tab=openOpportunities https://fortworthtexas.bonfirehub.com/portal/?tab=openOpportunities process (ideally a week before the deadline) to begin the uploading process and to finalize your submission to give adequate time in the event an issue arises. Uploading large documents may take time, depending on the size of the file(s) and your Internet connection speed. The Bonfire portal can be accessed using Microsoft Edge, Google, and Chrome.

Electronic submission is subject to electronic interface latency, which can result in transmission delays. All respondents assume the risk of late transmission/submission.

The City shall not be held liable if a respondent is unable to submit a complete submittal before the on or before the deadline due to transmission delays or any other technical issues or obstructions.

All submissions must be submitted electronically prior to the close date and time under the listed Project via the Bonfire Procurement Portal:

https://fortworthtexas.bonfirehub.com/portal/?tab=openOpportunities

Failure to submit all required information listed in the Solicitation may be grounds for rejection of a submittal as non-responsive. No late submittals shall be accepted.

Submittals delivered in any manner other than using the Bonfire Procurement Portal will not be accepted or considered.

If, upon being opened, a submission is unreadable to the degree that material conformance to the requirements of the procurement specifications cannot be ascertained, such submission will be rejected without liability to the City, unless such firm provides clear and convincing evidence (a) of the content of the submission as originally submitted and (b) that the unreadable condition was caused solely by error or malfunction of the Bonfire Platform or its Procurement Portal. Failure to scan a clear or readable copy of a response into the system does not constitute and shall not be considered an error or malfunction of the Bonfire Platform’s Procurement Portal.

Respondents are encouraged to fully review each page of every document of their submission package prior to final submittal thereof to ensure all documents are clear, legible, and complete.

For technical questions, see Bonfire’s help forum:

https://vendorsupport.gobonfire.com/hc/en-us

Contact the Bonfire support team at Support@GoBonfire.com or by calling 1-800-354-

To get started with Bonfire, see trainings here:

https://www.fortworthtexas.gov/departments/finance/purchasing/online-bidding-platform

III. GENERAL QUALIFICATION REQUIREMENTS

Written questions to the RFQ shall be submitted via the Bonfire portal. The deadline to submit questions is 5:00 P.M. CST, Friday, July 10September 4, 2026. Questions will https://fortworthtexas.bonfirehub.com/portal/?tab=openOpportunities https://vendorsupport.gobonfire.com/hc/en-us mailto:Support@GoBonfire.com https://www.fortworthtexas.gov/departments/finance/purchasing/online-bidding-platform not be answered directly to the requestor; instead, they will be summarized and responses will be communicated on or prior to ThursdayThursday, SeptemberJuly 106, 2026, via Bonfire.

All Addenda will be formally posted directly through the City of Fort Worth’s bonfire website at https://fortworthtexas.bonfirehub.com

1. Format and Length

The SOQ shall be submitted in Bonfire, on letter-sized (8-1/2” x 11”) pages, using a minimum font size of 11 point, with margins (top, bottom, left and right) no smaller than 0.5 inches and shall be no more than fifteen (15) letter sized (8½” x 11”) pages in length. The submission shall follow the outline provided.

The following items do not count towards the fifteen (15) page limit:

• Transmittal letter on company letterhead (1-page limit)

• The Conflict of Interest Form

• Form 1295

• Covers, tab sheets, and/or Table of Contents/Index

• Required resumes (2-page limit per each resume)

Any pages exceeding the specified page lengths will not be read.

2. Copies and Delivery

SOQs including all required forms and documents must be uploaded to Bonfire at https://fortworthtexas.bonfirehub.com

Facsimile submittals and hard copies will not be accepted.

3. Deadline and Delivery Details

The City reserves the right to postpone the bid receipt date. Any such postponement will be communicated via Bonfire.

IV. SELECTION PROCESS

Immediately after the deadline for receipt of the SOQs, City staff will read aloud the names of the responding firms. Thereafter, a committee of appropriate City staff will review the SOQs based on the Selection Criteria outlined below. Interviews may be requested by City Staff during the selection process.

https://fortworthtexas.bonfirehub.com/ https://fortworthtexas.bonfirehub.com/

V. SOQ CONTENT

This RFQ lists all required forms, documents, and information needed for the SOQ evaluation. Refer to Section III, Part 1: Format and Length for SOQ formatting and length requirements.

The City desires to obtain information regarding the firm’s experience/capabilities in providing this specific scope of work and the firm’s capabilities in this specific area of expertise.

VI. EVALUATION CRITERIA

The following criteria will be the basis for the selection process:

• Firm Experience and Personnel Experience (60 points)

• Capacity and Availability (30 points)

• Sample Work Product (10 points) A maximum of 100 points could be awarded.

Proposals should include the following principal elements organized in the order provided.

A. FIRM EXPERIENCE AND PERSONNEL EXPERIENCE (60 POINTS)

Cover Letter Introduction

The SOQ should begin with a letter of transmittal. Include the primary contact(s) telephone and email contact information.

Executive Summary

Provide an Executive Summary in brief, concise terms of your qualifications related to this RFQ. Include the number of years your organization has been in business, a summary of your organization’s history and experience, and how your organization is the most qualified to carry out the scope of work.

Firm Experience and Personnel Experience

The City will evaluate the firm’s qualifications and experience as established by the firm’s demonstrated competence to perform the scope of work based on relevant firm experience, qualifications of key personnel, and past performance on comparable engagements.

This section should include an organizational chart for the scope of work and specific duties associated with the identified roles. Identify all anticipated team members and

Commented [JR3]: From Austin’s RFQ - Item 10.1 their specific role in the project. Identify the person(s) who would succeed the project lead if the original person identified must leave the project team.

Provide resumes for each person listed should be included in the submission to demonstrate the technical adequacy of the personnel and sub-consultants to be utilized for the proposed work.

Evaluation under this subsection will include, but is not limited to, the following considerations:

• Experience performing financial and compliance audits for public-sector or municipal clients, particularly those involving impact fee programs, statutory requirements, or similar regulatory frameworks.

• Qualifications and experience of the proposed Project Manager and key personnel, including relevant professional credentials and direct involvement in comparable audit engagements.

• Experience preparing audit reports and findings suitable for review by public officials, advisory committees, and governing bodies; and

• Past performance on similar engagements, including quality of work, timeliness,

• responsiveness, and effectiveness in working with public-sector clients.

In evaluating this factor, the City may consider how well the firm’s combined experience, personnel qualifications, and past performance demonstrate the capability to deliver a high-quality, independent audit that meets statutory requirements, adheres to the schedule established in the scope of work, and supports the City’s public reporting and hearing obligations.

In accordance with Texas Local Government Code, Section 395.059(b). Independent Audit, the minimum audit consultant qualifications are as follows:

(b) An independent financial audit conducted under this section must be performed by an independent auditor who:

(1) is a certified public accountant or public accountant licensed by the Texas State Board of Public Accountancy; and

(2) is not, and has not been during the 12 months preceding the commencement of the audit, under contract to provide any other service to the political subdivision or a related entity of the political subdivision.”

In addition to these requirements, the financial audit conducted must be performed by an auditor who:

• Has a minimum of five years of experience conducting audits, fee collection analyses, accounting reconciliations, or compliance reviews related to for public-sector or municipal clients.

• Is a certified public accountant or public accountant licensed by the Texas State Board of Public Accountancy.

• Demonstrates familiarity with the requirements of Texas Local Government Code Chapter 395 as it relates to impact fee collection, accounting, expenditure, and reporting.

Commented [JR4]: From Auston’s RFQ - Item 10.3

Commented [BD5]: 5 years of specific experience in this specific field might be hard to come by.

https://statutes.capitol.texas.gov/Docs/LG/htm/LG.395.htm#395.059

• Has knowledge of impact fee administration, including fee collection, allocation, interest accrual, waivers, refunds, and related statutory or regulatory requirements.

• Is not and has not been during the 12 months preceding the commencement of the audit, under contract to provide any other service to the City of Fort Worth or a related entity of the City of Fort Worth.

• Is able to clearly and effectively present findings – verbal and written – in English.

Resumes (not included in the total page count)

Resumes for each person listed in the organization chart should be provided and may be attached as an appendix. There is a 2-page limit per each resume – evaluators will not read beyond two pages

Demonstrate the education, competence, and qualifications of the individuals who will be directly responsible for the management and delivery of the proposed work.

Document specialized expertise and capabilities pertinent to the scope of work.

Provide Descriptions and examples of specific projects or studies of a similar nature by the individual and their role in the work. Include the project or study description, description of the individual’s role, cost of the project or study, year of the work, and name and phone number of the agency contact who can respond to questions about the work performed.

B. CAPACITY AND AVAILABILITY (30 points)

The City will evaluate the firm’s capacity and availability to perform the scope of work within the required schedule and with sufficient staffing, continuity, and coordination.

This factor assesses the firm’s ability to commit appropriate resources and manage workload demands throughout the engagement.

Evaluation under this subsection will include consideration of the following:

• Availability and commitment of the proposed Project Manager and key personnel for the duration of the engagement, including current workload and concurrent commitments.

• Ability to meet the required schedule and deliverables, including preparation of draft and final audit findings within the timelines established in the Scope of Work.

• Adequacy of staffing and internal resources to support a short-duration, high-intensity audit engagement; and

• Ability to support required coordination and meetings, including standing bi-weekly meetings and attendance at presentations to City staff, advisory committees, or City Council, as applicable.

In evaluating this factor, the City will consider whether the firm has demonstrated the operational readiness and resource availability necessary to successfully complete the engagement.

Commented [JR6]: Austin Scope of Work section 5.2 (pg 36 of the RFQ PDF)

Commented [JR7]: From Austin RFQ - Item 10.4

In accordance with the above and appreciating that the City will be updating its Transportation Impact Fee Study and amending its transportation impact fees in 2027, the timeframe for completing the audit is 180 calendar days.

Deliverables/ Milestones

Description Timeline (due/completion date, reference date, or frequency)

Meeting attendance Attend a kick-off meeting with city staff Within two calendar weeks of the execution date of this order

List of required data Provide a detailed list of necessary data to complete the financial audit

Within five (5) business days of the date for the kick-off meeting

Progress meeting attendance

Attend bi-weekly progress meetings with city staff

Starting ten (10) business days after the date for the kick-off meeting and every two (2) weeks thereafter

Draft document & presentation

Provide draft findings of the financial audit and make a presentation to city staff

No later than 150 calendar days after the execution date of this order

Final findings of financial audit

Provide final findings document of the financial audit

No later than 180 calendar days after the execution date of this order

In-person meetings to present and discuss the audit results

Up to three (3) in-person meetings: one each with the Capital Improvement Advisory Committee (CIAC) and City Council to present and discuss the audit results

These meetings will occur after the City’s receipt of the final audit findings

C. SAMPLE WORK PRODUCT (10 POINTS)

The City is interested in the firm’s history, success, and performance record related to the scope of work. Provide a record of three (3) similar audits in size and scope to this project and completed within the past ten years preferably in the State of Texas. Each referenced project shall include names, telephone numbers, and emails of responsible individuals who may be contacted as references. Team members with experience on these projects that are proposed for this audit should be identified.

The City will evaluate the quality and relevance of the sample work product submitted by the firm as evidence of the firm’s ability to produce clear, accurate, and well-organized audit deliverables comparable to those required under this engagement.

Evaluation under this subsection will include consideration of the following:

• Relevance of the sample work product to financial, compliance, or program audits for public-sector or municipal clients.

• Clarity, organization, and completeness of the work product, including presentation of findings and conclusions.

• Demonstrated understanding of statutory or regulatory requirements applicable to the audit; and

Commented [BD8]: This may not be necessary to recite.

Commented [JR9]: Mimics the Austin Scope of Work Deliverables/ Milestones but gives a longer timeframe since the CFW program is much older than Austin’s (pg 36 of the RFQ PDF)

Commented [BD10]: (d) An independent financial audit conducted under this section must be submitted to the political subdivision and advisory committee described by Section 395.058. Before the political subdivision may increase an existing impact fee or adopt a new impact fee for a service area where an impact fee had previously been adopted, the political subdivision must hold a public hearing on the results of the audit received under this subsection.

https://statutes.capitol.texas.gov/GetStatute.aspx?Code=LG&Value=395.058

• Suitability of the work product for use in public-facing contexts, such as presentations to advisory committees, governing bodies, or public hearings.

In evaluating this factor, the City will consider whether the sample work product demonstrates the firm’s ability to deliver high-quality audit reports consistent with the scope of work and public reporting requirements.

Scope of Work

The purpose of this contract is to conduct a required audit of the City’s Transportation Impact Fee Program per requirements in Texas Local Government Code 395, Section 395.059.

https://statutes.capitol.texas.gov/?tab=1&code=LG&chapter=LG.395&artSec=395.059

For purposes of scoping and effort estimation, the firm is advised that during the audit period (May 13, 2008 through present), +$285M of Transportation Impact Fee (TrIF) revenue has been collected and funds have been programmed and expended on 80+ capital projects citywide. Additional projects may be programmed over the course of the audit period as funding decisions are finalized.

The firm shall develop a comprehensive analysis and assessment report of the City’s TrIF Program from its inception through present and provide a detailed list of necessary data needed from the City to complete the audit. The firm shall meet all requirements listed in the referenced government code for the audit. The following minimum tasks are required; however, it is the firm’s responsibility to ensure all criteria in Chapter 395 are fully addressed and included in their proposal.

In accordance with Texas Local Government Code, Section 395.059(c). Independent Audit, the financial audit of the transportation impact fee program must include the following:

“(c) An independent financial audit conducted under this section must provide, if applicable, a detailed accounting of:

(1) the amount of funds collected from any impact fee imposed by the political subdivision in the service area;

(2) the amount of interest accumulated under Section 395.025 on impact fees collected by the political subdivision in the service area;

(3) any proposed capital improvements or facility expansions to be financed from an impact fee collected by the political subdivision in the service area that were not constructed, as described by Section 395.025, including the categories of each improvement and expansion;

(4) the amount of funds collected from impact fees by the political subdivision in the service area that have not been spent;

(5) each impact fee collected by the political subdivision in the service area;

(6) the allocation of each impact fee made to the political subdivision in the service area;

(7) any waived impact fees in the service area under Section 395.016(g);

Commented [JR11]: From Austin RFQ - Item 10.5

Commented [JR12]: Austin Scope of Work section 5.1 (pg 34 of the RFQ PDF) https://statutes.capitol.texas.gov/?tab=1&code=LG&chapter=LG.395&artSec=395.059 https://statutes.capitol.texas.gov/Docs/LG/htm/LG.395.htm#395.059 https://statutes.capitol.texas.gov/Docs/LG/htm/LG.395.htm#395.059 https://statutes.capitol.texas.gov/GetStatute.aspx?Code=LG&Value=395.025 https://statutes.capitol.texas.gov/GetStatute.aspx?Code=LG&Value=395.025 https://statutes.capitol.texas.gov/GetStatute.aspx?Code=LG&Value=395.016

(8) any requested refunds of impact fees in the service area under Section 395.025;

(9) any impact fees in the service area refunded under Section 395.025;

and

(10) any errors or omissions of credits in impact fee calculations for impact fees in the service area.”

In addition to these requirements, the scope of work to update auditto the City’s Transportation Impact Fee Studyprogram, shall also include, but is not limited to, the following:

• Participate in a standing bi-weekly meeting (i.e., every other week) with city staff to discuss the audit’s progress, preliminary findings, additional data needs (if applicable), and other items relevant to the completion of the financial audit.

• Prepare a draft findings report of the financial audit and make a presentation to city staff no later than 45150 calendar days after contract execution.

• Prepare a final findings report of the financial audit no later than 60180 calendar days after contract execution. The final deliverable shall be in a format suitable for use in the public hearing process required under Texas Local Government Code Section 395.059.

• The consultant shall attend up to threesix in-person meetings, which may include meetings with the Capital Improvement Advisory Committee (CIAC), City Council, and other stakeholders to present and discuss the audit results. These meetings will occur after the City’s receipt of the final audit findings.

Reference Documents include, but are not limited to:

• City of Fort Worth Transportation Impact Fee Website:

https://www.fortworthtexas.gov/impact-fees/transportation

• City of Fort Worth latest Transportation Impact Fee Program Semi-Annual Report, available on the City’s TrIF website

• City of Fort Worth Transportation Impact Fee codified at Chapter 30, Section VIII

(INSERT LINK)

• City of Fort Worth 2022 Transportation Impact Fee Study

• Texas Local Government Code Chapter 395, as amended

VII. ADDITIONAL INFORMATION

Conflict of Interest Disclosure Requirement:

Pursuant to Chapter 176 of the Local Government Code, any person or agent of a person who contracts or seeks to contract for the sale or purchase of property, goods, or services with a local governmental entity (i.e. The City of Fort Worth) must disclose in the Questionnaire Form CIQ (“Questionnaire”) the person’s affiliation or business relationship that might cause a conflict of interest with the local governmental entity. By law, the Questionnaire must be filed with the Fort Worth City Secretary no later than seven days after the date the person begins contract discussions or negotiations with https://statutes.capitol.texas.gov/GetStatute.aspx?Code=LG&Value=395.025 https://statutes.capitol.texas.gov/GetStatute.aspx?Code=LG&Value=395.025 https://www.fortworthtexas.gov/impact-fees/transportation the City or submits an application or response to a request for proposals or bids, correspondence, or another writing related to a potential agreement with the City.

Updated Questionnaires must be filed with the Fort Worth City Secretary in conformance with Chapter 176. The form is available at https://www.ethics.state.tx.us/data/forms/conflict/CIQ.pdf

If you have any questions about compliance, please consult your own legal counsel.

Compliance is the individual responsibility of each person or agent of a person who is subject to the filing requirement. An offense under Chapter 176 is a Class C misdemeanor.

Form 1295:

All contractors are required to fill out and notarize the Certificate of Interested Parties Form 1295 and the form must be submitted to the Project Manager before the contract will be presented to the City Council. Texas Ethics Commission regulations require that the contractor fill out the Form 1295 on an electronic filing application on the Texas Ethics Commission website (www.ethics.state.tx.us) to provide the specific electronic tracking number assigned by the Texas Ethics Commission. The Form 1295 requirement does not apply to any publicly traded business entity or its wholly owned subsidiary (per Texas Government Code Section 2252.908)

VIII. CONTRACT NEGOTIATION

The City reserves the right to negotiate all elements that comprise the successful firm’s response. During contract negotiations, the firm will submit a detailed estimate of the labor hours and expenses projected for the discussed scope of work. The City will negotiate in good faith with the firm to establish the terms of a contract. The same is expected from the firm.

Failure to reach an agreement shall result in negotiations being terminated, in writing, and the next qualified firm will then engage in contract negotiations, and so on, until a contract has been reached or the list is exhausted.

IX. FUNDING

In accordance with Texas Local Government Code, Section 395.059(f). Independent Audit, the contract awarded under this REQUEST FOR QUALIFICATIONS is expected to be funded from revenues generated from the Transportation Impact Fees collected and reserved by the City for the Project.

https://www.ethics.state.tx.us/data/forms/conflict/CIQ.pdf http://www.ethics.state.tx.us/