RFP-2026-1400_Vendorlink_Solicitation_Receipt_Log_Form_3.12.26.pdf

This document is a Solicitation Receipt Log (Form PF-213) submitted by the City of Casselberry, Florida's Procurement and Contract Management Division for RFP-2026-1400 regarding Financial Advisor Services, specifically auditing services. The RFP seeks one qualified audit firm to provide comprehensive auditing services on an as-needed basis, including financial and compliance audits required by Florida Statutes Section 218.39, a Community Redevelopment Agency audit, and a financial report pursuant to Chapter 2019-163 for fiscal years 2026 through 2030. All audits must comply with generally accepted auditing standards, U.S. General Accounting Office Government Auditing Standards, the Federal Single Audit Act of 1996, and OMB 2CFR Part 200. The proposal deadline was Thursday, March 12, 2026, at 2:00 p.m., with public opening scheduled for 2:30 p.m. the same day. Phase I written evaluation was scheduled for Tuesday, April 7, 2026, with informal interviews on Tuesday, April 21, 2026, and City Commission approval anticipated in May 2026. The contract term is three years with two optional one-year renewal periods, not to exceed five years total. Nine firms submitted proposals through VendorLink between February 16 and March 12, 2026, including RSM, Purvis Gray and Company, James Moore & Co., Cherry Bekaert, Carr Riggs & Ingram, Forvis Mazars, Mauldin & Jenkins, Grau & Associates, and Henderson, Hutcherson & McCullough.

The RFP evaluation is based on a 100-point scale across four categories: Firm's Qualifications and Experience (35 points), Similar Projects/Government Experience/References (25 points), Project Approach/Work Plan (25 points), and Price Proposal (15 points). Minimum qualifications require ten years of experience providing financial advisory services to similarly complex public agencies, evidence of Florida government client services, a new credit client within the past two years, continuous business operation for at least five years, Florida licensure, independence from the City, and professional liability insurance with minimum coverage of $500,000. Pricing must be submitted as lump sum fees for City Audits and Single Audits for each fiscal year from 2026 through 2030, plus a separate line item for the CRA Audit and Financial Report for FY 2026. No specific budget range or award value is disclosed in the RFP materials. The City reserves the right to cancel the agreement with ninety days' advance written notice, and the contractor must maintain professional liability insurance of $1,000,000 along with comprehensive general liability, workers' compensation, automobile, and umbrella liability coverage with the City named as additional insured.