Professional Auditing Services

The City of Milton, Florida, located in Santa Rosa County, is seeking professional auditing services through RFP-2025-09, specifically soliciting proposals from certified public accountants, firms, or corporations capable of providing comprehensive financial audit and accounting services. The procurement is for a three-year contract with options for two additional one-year renewals, totaling a potential five-year engagement. Key deliverables include performing financial audits in accordance with government auditing standards, preparing and submitting a Comprehensive Annual Financial Report (CAFR) by March 1 annually, and providing draft reports on internal control weaknesses and management letters by January 31. The evaluation criteria will be based on a 100-point system, with points allocated across qualifications and experience (25 points), understanding of service delivery (25 points), references (20 points), governmental accounting experience (20 points), and personnel/technology resources (10 points). The proposal submission deadline is August 11, 2025, at 2:00 p.m. CST, with requirements including one electronic copy, one original, and ten physical copies of the proposal. Specific requirements include expertise with NaviLine Accounting Software, ability to attend public meetings, and capability to assist with routine consultations and additional professional services.

There are no specific set-aside designations or restrictions on respondent types mentioned in the procurement documents. The auditor must have at least three years of experience with NaviLine Accounting Software and provide at least two professional references. While no incumbent vendor is identified, the procurement specifies detailed technical requirements, including the ability to complete various online reporting forms such as the Annual Financial Report (AFR), Component Unit Reporting forms, and Florida DOT Local Highway Finance Report. The RFP mandates specific insurance requirements, including commercial general liability, automobile liability, and workers' compensation coverage. Although a specific budget range is not explicitly stated, the contract specifies that fees quoted in the proposal will be the maximum paid for standard audit services, with potential for contract amendments if unanticipated material problems arise. The selected auditor will be responsible for providing 15 copies of the CAFR and making work papers available to federal agencies upon request, indicating a comprehensive and transparent auditing service expectation.