Request for Proposals for Single Audit Services

The Coastal Bend Bays & Estuaries Program, Inc. (CBBEP), a Texas-based nonprofit environmental organization serving 12 counties, is soliciting proposals from qualified Certified Public Accounting firms to provide comprehensive audit and financial services for fiscal year ending August 31, 2026. The procurement encompasses financial statement preparation and audit services, a Single Audit in accordance with 2 CFR Part 200 Subpart F covering the first major program and up to one additional major program, and Form 990 tax filing preparation. Key deliverables include a draft audit report by March 31, 2027, a final audit report by April 15, 2027, a management letter, Form 990 completion by July 15, 2027, required communications to those charged with governance, and a presentation to the Board of Directors. The audit period covers September 1, 2025 through August 31, 2026, with the initial contract term commencing September 1, 2026 and terminating August 31, 2027, followed by four optional one-year renewal periods. Proposals must be submitted electronically to asanchez@cbbep.org or by mail/hand delivery to CBBEP's Corpus Christi office (1305 N Shoreline Boulevard, Suite 205, Corpus Christi, Texas 78401) by May 15, 2026 at 4:30 p.m. Central Time, with a selection decision expected within one month of the closing date. Evaluation criteria include Qualifications & Nonprofit Experience (30%), Single Audit Experience (25%), Technical Approach (15%), Engagement Team (10%), Fee Proposal (15%), and References (5%). Required proposal components include an executive summary with total and multi-year fees, firm background and nonprofit experience, peer review reports, audit approach, technology utilization, timeline, engagement team biographies, three client references, itemized fee proposals, proof of insurance, and independence certification.

No set-aside designations or restrictions on organizational types are specified in the procurement documents. CBBEP operates with a $12 million budget for FY26 with approximately 26 employees and an annual payroll of $1,729,492, funded through state funds ($3,849,014), federal funds ($7,863,239), local funds and foundation grants ($1,272,296), investments ($22,856,841), and real property values ($31,207,670). Financial records are maintained on an accrual basis using Abila MIP Fund Accounting software, which must be understood and integrated by the selected auditing firm. Minimum insurance requirements include Professional Liability of $1,000,000 per claim, General Liability of $1,000,000, and Cyber Liability of $1,000,000, with certificates required prior to contract execution. No incumbent vendor or current contractor information is listed in the procurement materials. All costs incurred in proposal preparation are the responsibility of the offeror and will not be reimbursed by CBBEP, and the final contract approval is subject to review and approval by CBBEP's Board of Directors at the June 25, 2026 meeting.