Public Health Management Corporation, Philadelphia County - Request for Proposal Title: Audit Services Project

Public Health Management Corporation Profile Public Health Management Corporation (“PHMC”) is a nonprofit Public Health institute that creates and sustains healthier communities. PHMC uses best practices and evidence-based guidelines to improve community health through direct service, partnership, innovation, policy, research, technical assistance, and a prepared workforce. PHMC has served the region since 1972.PurposePublic Health Management Corporation and Affiliates (PHMC) invite qualified independent auditing firms who possess the capability and expertise to provide auditing services for the PHMC. As a 501 (c) (3) organization, PHMC is issuing this Request For Proposals (RFP) to perform a yearly audit of the consolidated financial statements and for the preparation/submission of IRS Form 990 and Pennsylvania Form BCO-10 for a period of three (3) years, and yearly audits for Retirement Plans, starting with fiscal year ending June 30, 2026. The purpose of this process is to obtain the necessary accounting and auditing services at a competitive price.Readers of this RFP should not construe this as evidence of PHMC’s dissatisfaction with its’ existing auditing firm. As a publicly funded nonprofit organization, PHMC must make certain that it spends public and charitable assets wisely. This process, therefore, is being undertaken as part of the organization’s commitment to do so.Scope of this RFPPHMC and its affiliates provide a variety of public health services throughout the region, but principally in the City of Philadelphia. The auditor will provide audit services and issue separate reports as follows:Entity Name/FY26 Budgeted Revenue PUBLIC HEALTH MANAGEMENT CORPORATION (PARENT) ($884M) Financial/990/Single Audit/Retirement PlanPHMC AND AFFILIATES - CONSOLIDATED Financial Audit JOSEPH J PETERS INSTITUTE ($9.4M) Financial/990/Single AuditPUBLIC HEALTH FUND ($821k) Financial/990PHMC WEST ($12.9M) Financial/990CARSON VALLEY CHILDREN'S AID – Closed 10/2025 Financial/990NATIONAL NURSE-LED CARE CONSORTIUM ($15.5M) Financial/990/Single AuditCALCUTTA HOUSE ($115k) Financial/990INTERIM HOUSE, INC. – Closed 7/2025 Financial/990PENNSYLVANIA PUBLIC HEALTH ASSOCIATION, INC. Financial/990PHMC INTEGRATED ($16.8M) Financial/990- APS Report/Retirement PlanHEALTH PROMOTION COUNCIL OF SOUTHEASTERN PA, INC. $9.7M) Financial/990/Single AuditHEALTH PROMOTION COUNCIL OF SOUTHEASTERN PA, INC. TABACCOINTERIM HOUSE WEST FACILITIES, INC. ($112k) Financial/990PHMC FORT WASHINGTON ($461k) Financial/990CENTER FOR AUTISM & RUTTENBERG AUTISM CENTER ($13.8M) Financial/990/Retirement PlanPHILADELPHIA HOME CARE ($1.5M) Financial/990THE THERAPEUTIC CENTER AT FOX CHASE AKA THE BRIDGE – Closed 6/2025 Financial/990TURNING POINTS FOR CHILDREN ($18M) Financial/990/Single AuditTURNING POINTS FOR CHILDREN CHARITABLE FOUNDATION Financial/990All fiscal years are on June 30th yearend except for Pennsylvania Public Health Association, which is December 31st. The auditor shall assist in finalizing PHMC’s financial statements and shall issue opinions regarding the financial statements and supplemental financial schedules. Proposers are referred to the most recent audited financial statements which are available upon requests. Proposers should state their experience with preparing such Audits for other entities. The examination shall be made in accordance with generally accepted auditing standards (GAAS), the Federal Register Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards; Final Rule; Yellow Book; OMB Circulars A-110 and Uniform Guidance A-133; and Commonwealth of Pennsylvania and the City of Philadelphia. The successful proposer is required to provide auditors’ observations concerning fiscal operating efficiency and internal control.Because of the nature of the services provided by PHMC and its affiliates, PHMC is subject to the requirements of the Health Insurance Portability and Accountability Act (“HIPAA”), which among other things requires providers to take steps to protect the Personal Health Information (“PHI”) of its clients and patients. Because interested firm will have access to areas where PHI is maintained, PHMC will require it to execute a Business Associates Agreement (“BAA”), wherein it agrees to adhere to HIPAA requirements and a Non-Disclosure Agreement (“NDA”). More information regarding BAAs and required elements can be found at 45 CFR 164.504. Several of the locations may have minor children on the premises. Any company performing services at those sites need to obtain Pennsylvania Child Abuse History Clearance, Criminal and FBI Clearances, as required by governing laws and regulations, at the expense of the provider. Evidence of completion of said clearances must be provided to PHMC prior to employees commencing work at these sites. By acceptance of this RFP, the interested party agrees not to distribute or discuss this RFP to others outside of its organization, in whole or in part, at any time without prior consent. All information contained herein is to be kept confidential.Key Dates and Proposal RequirementsApril 10th, 2026 Dissemination of RFP to interested vendorsApril 13th-24th, 2026 Period of questions from vendorsApril 30th, 2026 Vendor Submissions Deadline by 5pm (EST)Week of May 4th & 11th, 2026 Vendor Interview MeetingsMay 20th, 2026 Decision deadline (commencement of work shortly thereafter)Week of May 25th, 2026 Announcement to candidatesTerms and ConditionsProposals will be evaluated based on:Mandatory Qualification of the Auditor and Experience -- Qualifications and experience shall be judged based on the proposer’s technical experience, and on the proposed audit team’s experience and professional education. This criteria will include an evaluation of the amount and relevant of not-for-profit auditing work performed by the proposer.Completeness -- All proposals will be thoroughly reviewed to ensure that they are complete and accurate and contain all required attachments. PHMC will evaluate the proposal’s responsiveness by clearly stating an understanding of the work to be performed and the capacity to provide consultative services as needed during the audit year.Timely Basis -- Firm will be evaluated based on the schedule provided with the audit proposal.Cost -- All proposals that pass the above criteria, and provide a satisfactory service level, will then be ranked based upon least total cost.Any proposed contract must include a no-fault termination clause that allows PHMC and the selected vendor to cancel the agreement with thirty (30) days written notice. This RFP represents a strategic sourcing initiative. PHMC reserves the right to select once provider, a combination of providers, or to negotiate a custom hybrid arrangement based on the proposals received. Instructions to Submit ProposalsProposal documents can be obtained at no cost on PennBid at https://pennbid.bonfirehub.com/. Bids must be submitted electronically via PennBid Completed and signed proposals should be emailed to procurement@phmc.org no later than April 30th 2026, 5PM EST.Please address questions about this RFP electronically via the “Ask a Question” feature in PennBidto procurement@phmc.org by noon on April 24th 2026. Responses to questions which require an addendum or changes to the Bidding Documents will be issued via a Public Notice and posted on PennBid. Bidders who have registered with and downloaded documents for this project from PennBid will be notified by email when a change or addenda has been posted. The RFP shall be fully signed by the authorized agent of the vendor and sent via e-mail using PDF formatsubmitted electronically via PennBid at https://pennbid.bonfirehub.com/.Company InformationPlease structure your proposal to address the following:A. Applicants Profile & Experience:Submit a detailed description of the firm, including founding/incorporation date, years of experience, any specialties, etc. State the location of the office from which work is to be performed, and the number of dedicated not-for-profit partners, managers, supervisors, seniors and professional staff employed at that local office. Describe the range of activities performed by the office proposed to provide the audit. Each proposer must submit an affirmation that the proposer is properly licensed for public practice as a certified public accountant in the state of Pennsylvania. Each proposer must submit an affirmation that the proposer meets the independence requirements of the Standards for Audits of Governmental Organizations, Programs, Activities and Functions, published by the US General Accounting Office, Comptroller General. Each proposer must submit an affirmation that the respondent does not have a record of substandard audit work.B. Proposed Approach & Service Model:Clearly describe the scope of services to be provided and the services required. Proposers should include an engagement timeline, showing significant dates, for audit work and publication in this section.The auditors shall familiarize themselves with and comply with the provisions of any and all federal and state requirements, covenants, rules and regulations that may pertain to the work required under this engagement.C. Team & Qualifications:Provide biographies of key personnel that include: Education; Office location; complete professional history including duration of term in present position and experience with not-for-profit audits; Current position and responsibilities; and, current client responsibilities where relevant.Describe recent auditing experience similar to the type of audit requested. Indicate the not-for-profit accounting and auditing experience of the firm. Also indicate the extent of continuing professional education that has been completed by the staff to be assigned to the audit.Propose an audit team specific to PHMC and include biographies as described above, including partner, review partner, directors, managers, supervisors and senior accountants. Please indicate what resources outside of the local office will be utilized to complete the audit. Also indicate your second partner review procedures.List all peer reviews and their outcome for the past three (3) years. Include any other pertinent information proposer feels would be helpful in evaluating this proposal.D. Fee Structure & Budget Management:Provide estimated total fees for each entity as well as for each separate audit report. Each proposer must state at a minimum, a guaranteed, not-to-exceed audit and tax fees including out of pocket cost for the three years of the engagement 2026, 2027, and 2028. Each proposer must include professional hourly rate by responsibility level for staff assigned to the audits to reflect both a full charge and discount hourly rate.E. References:Provide a client list of three (3) similar not-for-profit engagements performed during the past three years. The client list should include name, address, contact person, and telephone number of individuals providing the reference. All references shall have had audits subject to OMB Circular A-133.Supplier InclusionPHMC has consistently modeled practices that emphasize our ability to not only be a responsible steward of public funds, but to also be a champion for the communities we serve. Our overall commitment to inclusion in all aspects of our business is further reinforced through our efforts to expand upon our practice to promote and increase business opportunities for disadvantaged, minority, and small businesses in the communities we serve.PHMC’s size and scope provides opportunity to enhance systemic change across our region while delivering broader and deeper benefits across our communities. PHMC strives to deliver a rich and robust Supplier Inclusion program promoting innovation, expanding the organization’s procurement channels, and creating competition. PHMC’s goal is to strengthen our ties by creating mutually beneficial business relationships leading to growth in our community.Standard Contracts; Insurance RequirementsPlease note that specific insurance coverages and limits, may be required of the selected applicants. Insurance requirement will be shared with applicants only, upon request.

Commodity Codes

• Commodity Codes: UNSPSC 8010 Management advisory services UNSPSC 8411 Accounting and bookkeeping services: Services engaged in both bookkeeping and general accounting UNSPSC 9315 Public administration and finance services

Events & Timeline

Requested Information

Note: Template files for the items below (BidTables, Questionnaires) are available in the Attachments section of this opportunity.

Public Notices

Name Type # Files Requirement Bidder shall acknowledge any addenda by entering Addendum No. and Date, if none enter "None" Data Type: Text N/A Required