Request for Proposals for Financial Audit Services By A Qualified CPA Firm
Estero village, Estero village, FL·City
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- Reported Agency
- Village of Estero
- Primary Contact
- Lisa G. Pace · (239) 390-8000
- Contract Term
- 3 years
- Scope Location
- Estero, Florida
- Submission Address
- Office of the Village Manager, Village of Estero 21500 Three Oaks Parkway, Estero, Florida 33928
SUMMARY
The Village of Estero is soliciting bids from qualified firms of certified public accountants to audit the financial statements for the Village of Estero for three years. The solicitation requests proposals with methodology and pricing, and includes evaluation criteria beyond just price.
EVALUATION CRITERIA
Responsiveness of the bid, quality/availability/adaptability of services, technical experience, municipal experience, ability/capacity/skill, client references, cost proposals
REQUIRED DELIVERABLES
Financial statements audit, compliance audit (if applicable), management letter, CAFR
REQUIRED ATTACHMENTS
Appendix A (Location and Key Personnel), Appendix B (Fee Proposal)
This was decided in a budget meeting long before the RFP was public. Civic IQ had it then. The next one doesn't have to get away.
Work in government? Get Civic IQ free →Frequently asked questions
Common questions about this solicitation, answered from the record.
How do I respond to this RFP from Estero village?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 26, 2015. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Office of the Village Manager, Village of Estero 21500 Three Oaks Parkway, Estero, Florida 33928. For questions, contact Lisa G. Pace.
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Responsiveness of the bid, quality/availability/adaptability of services, technical experience, municipal experience, ability/capacity/skill, client references, cost proposals" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Estero village?
All active and historical solicitations from Estero village are tracked and searchable. As a city agency, Estero village regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Appendix A (Location and Key Personnel), Appendix B (Fee Proposal). Review the full document from Estero village for the complete list.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Estero village in FL, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Lisa G. Pace at (239) 390-8000. Questions and answers are typically shared with all prospective bidders.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Estero, Florida. Review the full solicitation for detailed scope requirements.
What are the key deliverables?
The solicitation specifies the following deliverables: Financial statements audit, compliance audit (if applicable), management letter, CAFR. Proposals should clearly address how each deliverable will be met.
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