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Harbor Bay Community Development District Annual Audit Services RFP 2020

Harbor Bay Community Development District (CDD) logoHarbor Bay Community Development District (CDD)
Due
Sep 8, 2020
Deadline passed
Contract term
1 year
Primary contact
Patricia Comings-Thibault
(321) 263-0132 ext 4205

The 30-second brief

What they're buying

The Harbor Bay Community Development District is requesting proposals for annual financial auditing services for the fiscal year ending September 30, 2020, with an option for four additional annual renewals. The District, located in Hillsborough County, Florida, has an annual operating budget of approximately $3,183,985. The selected firm must be a licensed CPA firm qualified to conduct audits in accordance with Governmental Auditing Standards and Florida Law. Proposals must include personnel resumes, staffing levels, three references from similar projects, and a lump sum cost for FY 2020 plus renewals. Sealed proposals are due by 5:00 p.m. on Tuesday, September 8, 2020, at the District Manager's office in Lake Mary, FL. Evaluation criteria include ability of personnel, experience, understanding of scope, ability to furnish services, and price.

What you must deliver

Annual financial audit report, Final contract, Engagement letter

How it's scored

Ability of Personnel (20), Proposer’s Experience (20), Understanding of Scope of Work (20), Ability to Furnish the Required Services (20), Price (20)

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Summary

The Harbor Bay Community Development District is requesting proposals for annual financial auditing services for the fiscal year ending September 30, 2020, with an option for four additional annual renewals.

The District, located in Hillsborough County, Florida, has an annual operating budget of approximately $3,183,985. The selected firm must be a licensed CPA firm qualified to conduct audits in accordance with Governmental Auditing Standards and Florida Law. Proposals must include personnel resumes, staffing levels, three references from similar projects, and a lump sum cost for FY 2020 plus renewals. Sealed proposals are due by 5:00 p.m. on Tuesday, September 8, 2020, at the District Manager's office in Lake Mary, FL. Evaluation criteria include ability of personnel, experience, understanding of scope, ability to furnish services, and price.

EVALUATION CRITERIA

Ability of Personnel20
Proposer’s Experience20
Understanding of Scope of Work20
Ability to Furnish the Required Services20
Price20

REQUIRED DELIVERABLES

3
  • Annual financial audit report
  • Final contract
  • Engagement letter

REQUIRED ATTACHMENTS

4
  • Resumes
  • References
  • Proposed schedule
  • Lump sum cost proposal

REQUIRED STAFFING

Audit personnel

Submit to
250 International Parkway, Suite 280, Lake Mary, Florida 32746
Scope location
Hillsborough County, FL
Reported agency
Harbor Bay Community Development District

Questions about this RFP

How do I respond to this RFP from Harbor Bay Community Development District (CDD)?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 8, 2020. 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: 250 International Parkway, Suite 280, Lake Mary, Florida 32746. For questions, contact Patricia Comings-Thibault.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Harbor Bay Community Development District (CDD) 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 Patricia Comings-Thibault at (321) 263-0132 ext 4205. Questions and answers are typically shared with all prospective bidders.

What staffing is required for this project?

This solicitation outlines specific staffing requirements. The required roles include: Audit personnel. Proposers should demonstrate relevant qualifications and experience for each required role.

What are the key deliverables?

The solicitation specifies the following deliverables: Annual financial audit report, Final contract, Engagement letter. Proposals should clearly address how each deliverable will be met.

Show 5 more questions

What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Ability of Personnel (20), Proposer’s Experience (20), Understanding of Scope of Work (20), Ability to Furnish the Required Services (20), Price (20)" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Harbor Bay Community Development District (CDD)?

All active and historical solicitations from Harbor Bay Community Development District (CDD) are tracked and searchable. As a special district agency, Harbor Bay Community Development District (CDD) 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 1 year. 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: Resumes, references, proposed schedule, lump sum cost proposal. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Harbor Bay Community Development District (CDD) for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Hillsborough County, FL. Review the full solicitation for detailed scope requirements.

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