Request for Proposal #26-05
INDEPENDENT AUDITING SERVICES AND FINANCIAL STATEMENT
PREPARATION
CITY OF FERNANDINA BEACH
204 Ash Street
Fernandina Beach, FL 32034
Due: 10:00am, May 13, 2026
Proposal Issued by: Auditor Selection Committee
Published: April 17, 2026
For Proposal Documents and Updates: Visit http://www.fbfl.us/bids and
www.Demandstar.com.
CITY OF FERNANDINA BEACH, FL
REQUEST FOR PROPOSAL #26-05
INDEPENDENT AUDITING SERVICES AND FINANCIAL STATEMENT PREPARATION
Table of Contents
1. INTRODUCTION........................................................................................................... 4
2. ANTICIPATED SCHEDULE......................................................................................... 5
3. ELIGIBILITY.................................................................................................................. 6
4. AGREEMENT TERMS AND RENEWALS .................................................................. 6
5. SCOPE OF SERVICES ................................................................................................ 6
6. AUDITING STANDARDS TO BE FOLLOWED .......................................................... 7
7. REPORTS TO BE ISSUED.......................................................................................... 7
8. SPECIAL CONSIDERATIONS .................................................................................... 8
9. WORKING PAPER RETENTION AND ACCESS TO WORKING PAPERS ............. 9
10.ASSISTANCE TO BE PROVIDED BY THE CITY TO THE AUDITOR AND
REPORT PREPARATION ................................................................................................ 9
11.BACKGROUND INFORMATION............................................................................... 10
12.COST AND TIME PROPOSAL .................................................................................. 12
13.TECHNICAL PROPOSAL.......................................................................................... 13
General Requirements ................................................................................................... 13
a) Firm Qualifications (20 points): .............................................................................. 13
b) References and Client Listing (5 points):.............................................................. 15
c) Management, Supervisory and Staff Experience (20 points): ............................ 15
d) Methodology including, Technical Approach, Understanding the Scope of
Services (30 points): ...................................................................................................... 15
e) Pricing, Cost and Time Proposal (25 points): ....................................................... 16
14.PROPOSAL REQUIREMENTS ................................................................................. 17
Tab A……………….......................................................................................................... 17
(i) Title Page: .................................................................................................................. 17
(ii) Table of Contents: .................................................................................................... 17
(iii) Transmittal Letter:.............................................................................................. 17
Tab B – Firm Introduction ............................................................................................. 18
Tab C – Qualifications/Experience ............................................................................... 18
Tab D – Other Services offered and their relevance to the city ............................... 18
Tab E – References/Governmental Client List............................................................ 18
Tab F – Audit Plan .......................................................................................................... 18
Tab G – Independence ................................................................................................... 18
Tab H – Cost and Time Proposal.................................................................................. 18
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CITY OF FERNANDINA BEACH, FL
REQUEST FOR PROPOSAL #26-05
INDEPENDENT AUDITING SERVICES AND FINANCIAL STATEMENT PREPARATION
Tab I – Sample Contract............................................................................................................. 18
Tab J – Required Exhibits “A-H” .................................................................................. 18
Tab K – Certificates of Insurance: Professional Liability and General
Liability and Worker’s Comp………………………………………………………… . 18
15.CITY SELECTION ...................................................................................................... 18
16.ADDITIONAL INFORMATION ................................................................................... 18
17.EVALUATION CRITERIA .......................................................................................... 20
ATTACHMENT “A” ......................................................................................................... 27
EXHIBIT “A”……………………………………………………………………………...…...29
EXHIBIT “B”…………………………………………………………………………………..30
EXHIBIT “C”…………………………………………………………………………………..33
EXHIBIT “D”…………………………………………………………………………………..34
EXHIBIT “E”…………………………………………………………………………………..35
EXHIBIT “F”…………………………………………………………………………………..36
EXHIBIT “G”………………………………………………………………………………….38
EXHIBIT “H”………………………………………………………………………………….40
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CITY OF FERNANDINA BEACH, FL
REQUEST FOR PROPOSAL #26-05
INDEPENDENT AUDITING SERVICES AND FINANCIAL STATEMENT PREPARATION
1. INTRODUCTION
The City of Fernandina Beach, Florida (City) is accepting competitive sealed proposals
from certified public accounting firms to provide INDEPENDENT AUDITING SERVICES
AND FINANCIAL STATEMENT PREPARATION to the City for the audits of the
Financial Statements of the City.
The City of Fernandina Beach will receive sealed proposals from qualifying certified public
accounting firms through Demandstar.com (www.demandstar.com). Proposals must be
uploaded to Demandstar.com E-Bidding System prior to 10:00AM, May 13, 2026.
Hand-delivery, mailed, faxed or emailed submissions will not be accepted.
The City seeks to establish a relationship with a qualified certified public accounting firm for
the City’s auditing services and financial statement preparation. Maintaining open and
frequent two-way communication between the successful firm and the City is essential.
Both parties will establish services and service levels through contract or written agreement,
ensure receiving timely responses, establishing fair pricing and compensation, and
upholding the highest ethical standards.
Instructions, Exhibits A-H and Response Form, Attachment A to this Request for
Proposal are required as part of the submittal.
CONTACT
Questions during the proposal period shall be submitted in writing to Purchasing Specialist,
Wanda Weaks, wweaks@fbfl.org. Respondents are hereby put on notice that no
contact shall be made with any of the City Commission members, City Manager other
City staff, or others that may be involved in the selection process to discuss this
request or to influence the outcome of the selection.
Responses to questions considered material to the solicitation shall be distributed via formal
addenda and posted to the City of Fernandina Beach’s website; www.fbfl.us/bids, Bid Posting
web page and to DemandStar website www.demandstar.com. It is the Respondent’s
responsibility to check the City’s website for Addenda prior to submitting their proposal.
Any interpretations, clarifications, or changes will be made in the form of written addenda
issued by the Purchasing Specialist and posted on the City Website at www.fbfl.us/bids and to
DemandStar website at www.demandstar.com.
Any oral communications will not be authoritative and will not be binding on the City. It is the
sole responsibility of the Respondent to visit the City’s website prior to submitting a proposal
to ascertain if any addenda have been issued, to obtain all such addenda, and to return
Acknowledged Addenda with each proposal.
If there is an Addendum it becomes part of the original RFP and shall be acknowledged by
attaching a copy of the Addendum, signed by an authorized representative of the person or
company submitting the proposal. Failure to do so may disqualify the submittal.
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CITY OF FERNANDINA BEACH, FL
REQUEST FOR PROPOSAL #26-05
INDEPENDENT AUDITING SERVICES AND FINANCIAL STATEMENT PREPARATION
All Respondent are advised that under Chapter 119, Florida Statutes, all responses are
deemed a public record and open to the public as provided for in said statute.
CONTRACT PERIOD
All services shall be provided for a three-year period, with two one-year renewals by mutual
agreement with negotiated changes, for a total potential contract length of five years.
2. ANTICIPATED SCHEDULE
As of the date of the issuance of this RFP, the timetable presented below provides the
operative guidelines for the sequence of anticipated events. Should a change be required,
the City will post such notification via the City’s website at www.fbfl.us/bids and
www.demandstar.com. This schedule is approximate. All dates are subject to change at the
discretion of the City of Fernandina Beach.
Apr 07, 2026
Apr 17, 2026
Apr 30, 2026
May 07, 2026
May 13, 2026
May 26, 2026
May 29, 2026
Jun 02, 2026
Jun 16, 2026
Commission selects Evaluation Committee.
Request for Proposals Published
5:00pm Deadline for email questions to be submitted.
5:00pm Deadline for City’s answers to be published.
10:00am Proposal Opening-Deadline for Receipt of Submittals.
Committee evaluation scores submitted to Purchasing Specialist.
10:00am Evaluation Committee meeting to discuss and finalize
scores.
Resolution and Summary added to Commission Agenda.
City Commission Decision/Approval to negotiate.
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This page summarizes the opportunity, including an overview and a preview of the attached documents.
