State Board of Administration of Florida - Audits of Financial Statements - ITN 2026
Florida State Board of Administration | State of FloridaState · Tallahassee, FL- Due
- Oct 16, 2026
- Deadline passed
- Posted
- Aug 31, 2026
- Contract term
- 5 years
- Primary contact
- Jennifer Williams
- (850) 413-1281
The 30-second brief
The State Board of Administration of Florida (SBA) invites proposals from licensed independent Certified Public Accounting firms to conduct financial statement audits for the Florida Retirement System (FRS) Pension Plan Trust Fund, FRS Investment Plan Trust Fund, SBA Group Trust Fund, and the Florida Hurricane Catastrophe Fund (FHCF) combined with the SBA Finance Corporation. The contract term is expected to be 5 years. Responses are due by October 16, 2026, at 5:00 pm Eastern Time, submitted via email to the Designated Contact. Key requirements include active onsite participation of principals or partners, compliance with AICPA and GAO independence standards, and submission of required exhibits including fee proposals and questionnaires. Evaluation is based on organization experience, engagement understanding, capabilities, approach, proposal quality, and fee proposal.
Experience and qualifications of the Respondent's organization/ company and assigned staff 20%, Understanding of the engagement and requirements 20%, Respondent's capability and resources to deliver the services outlined in the Scope of Services 20%, Approach and methodology 20%, Quality, clarity and responsiveness of the proposal 10%, Fee Proposal 10%
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Summary
The State Board of Administration of Florida (SBA) invites proposals from licensed independent Certified Public Accounting firms to conduct financial statement audits for the Florida Retirement System (FRS) Pension Plan Trust Fund, FRS Investment Plan Trust Fund, SBA Group Trust Fund, and the Florida Hurricane Catastrophe Fund (FHCF) combined with the SBA Finance Corporation.
The contract term is expected to be 5 years. Responses are due by October 16, 2026, at 5:00 pm Eastern Time, submitted via email to the Designated Contact. Key requirements include active onsite participation of principals or partners, compliance with AICPA and GAO independence standards, and submission of required exhibits including fee proposals and questionnaires. Evaluation is based on organization experience, engagement understanding, capabilities, approach, proposal quality, and fee proposal.
EVALUATION CRITERIA
Experience and qualifications of the Respondent's organization/ company and assigned staff 20%, Understanding of the engagement and requirements 20%, Respondent's capability and resources to deliver the services outlined in the Scope of Services 20%, Approach and methodology 20%, Quality, clarity and responsiveness of the proposal 10%, Fee Proposal 10%
REQUIRED ATTACHMENTS
10- Cover page with firm name and ITN name
- Response to requirements in Appendix A (Scope of Services)
- Redlined version of standard clauses in Appendix B
- Redacted Response
- Respondent Affirmations and Disclosures (Exhibit 1)
- Services Questionnaire (Exhibit 2)
- Vendor Questionnaire (Exhibit 3)
- Fee Proposal (Exhibit 4)
- Technology Questionnaire (Exhibit 5)
- Response Submission Checklist
- Submit to
- [email protected]
- Scope location
- Tallahassee, FL
- Reported agency
- State Board of Administration of Florida
Questions about this RFP
How do I respond to this RFP from Florida State Board of Administration | State of Florida?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 16, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Jennifer Williams.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Florida State Board of Administration | State of Florida 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 Jennifer Williams at (850) 413-1281. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Experience and qualifications of the Respondent's organization/ company and assigned staff 20%, Understanding of the engagement and requirements 20%, Respondent's capability and resources to deliver t..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Florida State Board of Administration | State of Florida?
All active and historical solicitations from Florida State Board of Administration | State of Florida are tracked and searchable. As a state agency, Florida State Board of Administration | State of Florida 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 5 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: Cover page with firm name and ITN name, Response to requirements in Appendix A (Scope of Services), Redlined version of standard clauses in Appendix B, Redacted Response, Respondent Affirmations and D. Review the full document from Florida State Board of Administration | State of Florida for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Tallahassee, FL. Review the full solicitation for detailed scope requirements.