Tredyffrin Township Professional Audit Services RFP 2026 - Independent Audits 2026-2030
Town of TredyffrinCity · Berwyn, PA- Due
- Oct 29, 2026
- 1 day left
- Contract term
- 5 years
- Primary contact
- Joseph F. DiRocco
The 30-second brief
Tredyffrin Township seeks proposals from independent certified public accounting firms for the performance of annual audits of the financial accounts, records, controls, and procedures of the Township, Police Pension Plan, OPEB, and Section 457 Deferred Compensation Plan for the fiscal years ending 2026 through 2030. The 2026 major municipal programs comprise an aggregate appropriation of $41,422,290 across public safety, fire/EMS, streets, parks, recreation & recycling, sanitary sewer, stormwater, libraries, planning & zoning, engineering, and administration. The engagement is for a 5-year term, maintaining accounts on a modified cash basis using Springbrook Cirrus and Enterprise Software, KVS/Springbrook, iSolved/UKG, and Clariti. Proposals are due by October 29, 2026, at 12:00 P.M., and must be submitted via email to CFO Joseph F. DiRocco. Evaluation criteria include firm independence and PA licensing, conflict of interest review, external quality control review report, firm and staff qualifications, relevant municipal auditing experience, professional personnel quality, client references, and proposed annual fees and hourly rates.
Independent Auditor's Report on financial statements in conformity with GAAP; Basic Financial Statements including footnotes and RSI; Report on internal control over financial reporting and on compliance; Separate letter on non-reportable conditions; Electronic copy in PDF format; Copies of working trial balances, Adjusting journal entries, And working papers; Separate Independent Auditor's Report for Police Pension Plan and Agreed-Upon-Procedures report for Section 457 Deferred Compensation Plan
The audit firm is independent and licensed to practice in Pennsylvania, The firm has no conflict of interest with regard to any other work performed by the firm for the Township, The firm submits a copy of its last external quality control review report and has a record of quality audit work, Firm and staff qualifications, Relevant municipal auditing experience, The quality of the firm's professional personnel to be assigned and management support personnel available for technical consultation, Reputation in general and as evidenced by client references, Proposed annual fees and hourly rates for additional work
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Summary
Tredyffrin Township seeks proposals from independent certified public accounting firms for the performance of annual audits of the financial accounts, records, controls, and procedures of the Township, Police Pension Plan, OPEB, and Section 457 Deferred Compensation Plan for the fiscal years ending 2026 through 2030.
The 2026 major municipal programs comprise an aggregate appropriation of $41,422,290 across public safety, fire/EMS, streets, parks, recreation & recycling, sanitary sewer, stormwater, libraries, planning & zoning, engineering, and administration. The engagement is for a 5-year term, maintaining accounts on a modified cash basis using Springbrook Cirrus and Enterprise Software, KVS/Springbrook, iSolved/UKG, and Clariti. Proposals are due by October 29, 2026, at 12:00 P.M., and must be submitted via email to CFO Joseph F. DiRocco. Evaluation criteria include firm independence and PA licensing, conflict of interest review, external quality control review report, firm and staff qualifications, relevant municipal auditing experience, professional personnel quality, client references, and proposed annual fees and hourly rates.
EVALUATION CRITERIA
The audit firm is independent and licensed to practice in Pennsylvania, The firm has no conflict of interest with regard to any other work performed by the firm for the Township, The firm submits a copy of its last external quality control review report and has a record of quality audit work, Firm and staff qualifications, Relevant municipal auditing experience, The quality of the firm's professional personnel to be assigned and management support personnel available for technical consultation, Reputation in general and as evidenced by client references, Proposed annual fees and hourly rates for additional work
REQUIRED DELIVERABLES
7- Independent Auditor's Report on financial statements in conformity with GAAP
- Basic Financial Statements including footnotes and RSI
- Report on internal control over financial reporting and on compliance
- Separate letter on non-reportable conditions
- Electronic copy in PDF format
- Copies of working trial balances, Adjusting journal entries, And working papers
- Separate Independent Auditor's Report for Police Pension Plan and Agreed-Upon-Procedures report for Section 457 Deferred Compensation Plan
REQUIRED ATTACHMENTS
12- Copy of most recently completed peer review report and letter of comments
- Statement of firm compliance with continuing education and peer review
- Statement of no personal interest
- Description of regulatory enforcement actions or charges of substandard audit work
- Statement on agreeing to specifications in Section II
- Confirmation of schedule compliance
- Description of auditing goals, objectives, and procedures
- Total basic fee per annual audit
- Hourly rates and fees for expanded or related auditing services
- Hourly rates for each level of staff
- Certificates of insurance for professional liability, commercial general liability, and workers' compensation
- Statement that proposal remains firm and irrevocable for 90 days
REQUIRED STAFFING
4- Submit to
- [email protected]
- Scope location
- Tredyffrin Township, PA
- Reported agency
- Tredyffrin Township
Questions about this RFP
How do I respond to this RFP from Town of Tredyffrin?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 29, 2026. 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: [email protected]. For questions, contact Joseph F. DiRocco.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Tredyffrin in PA, 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 Joseph F. DiRocco. 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: partner, manager, staff accountant, support staff. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Independent Auditor's Report on financial statements in conformity with GAAP; Basic Financial Statements including footnotes and RSI; Report on internal control over financial reporting and on compliance; Separate letter on non-reportable conditions; Electronic copy in PDF format; Copies of working. Proposals should clearly address how each deliverable will be met.
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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: "The audit firm is independent and licensed to practice in Pennsylvania, The firm has no conflict of interest with regard to any other work performed by the firm for the Township, The firm submits a co..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Town of Tredyffrin?
All active and historical solicitations from Town of Tredyffrin are tracked and searchable. As a city agency, Town of Tredyffrin 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.
Is this solicitation still open for submissions?
Based on the posted deadline of October 29, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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: Copy of most recently completed peer review report and letter of comments; Statement of firm compliance with continuing education and peer review; Statement of no personal interest; Description of reg. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Town of Tredyffrin for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Tredyffrin Township, PA. Review the full solicitation for detailed scope requirements.