RFP No. 2026-035 - Financial Audit Service for the TOPB

The Town of Palm Beach is soliciting a Request for Proposals (RFP) for a qualified independent Certified Public Accountant firm licensed to practice in the State of Florida for the purpose of providing the following services: 1. Town of Palm Beach Audit Services – Annual examination of the Financial Statement records. 2. Town of Palm Beach Agreed Upon Procedures – Department of Environmental Protection (DEP Form 701.900(5)(e) State of Florida Solid Waste Management Facility Letter from Chief Financial Officer to Demonstrate Financial Assurance.If your firm is interested in this solicitation and would like to submit a proposal, click the "Prepare your submission" button below; selecting the button in no way obligates you to submit a response to this Request for Proposals (RFP).SUBMISSION: The Town only accepts online submittal of proposals through Euna, the eProcurement platform linked to the Town website, promoting a greener footprint.NON-MANDATORY PRE-PROPOSAL CONFERENCE: A non-mandatory pre-proposal conference will be held virtually via the Microsoft Teams meeting platform. To join the meeting please see the instructions included under "Files" or copy/paste the URL in the "Events" section into your browser. Date/Time are specified in the "Events" section. Attendance is strongly encouraged as this will be the only forum to seek clarification directly from Project Manager and Town staff.INTERVIEWS: Please save the date May 19,2026 from 2:00 PM and plan to participate if your firm is invited.AWARD: Award shall be made to the Proposers which offer the best value to the Town. The Town reserves the right to reject any and all proposals, to waive non-material irregularities or technicalities and to re-advertise for all or any part of this solicitation as deemed in its best interest. The Town shall be the sole judge of its best interest. No proposer may withdraw their proposals for a period of one hundred and eighty (180) days from the date set for the opening thereof.TERM: The contract is projected to start on July 1, 2026. The term of the engagement shall be for the period beginning with fiscal year financials dated September 30, 2026, and ending September 30, 2028, with the expectation that an extension will be awarded for one (2) two-year period subject to the mutual consent of the Town and the proposer based on satisfactory performance, budget authorization and mutual agreement, for a maximum contract duration of five (5) years.RESPONSIBLE VENDOR DETERMINATION: Respondent is hereby notified that Section 287.05701, Florida Statutes, requires that the Town of Palm Beach may not request documentation of or consider a vendor’s social, political, or ideological interest when determining if the vendor is a responsible vendor.QUESTIONS: Any questions related to this solicitation should be submitted through this software platform using the Messages/Vendor Discussion feature.CONTACT: For help with creating an account or submitting a bid, please contact Euna Procurement Help Desk: Phone: 1 (800) 354-8010 Email: support.bonfire@eunasolutions.comFor all other questions, please contact the designated Procurement representative: Martha Habib, Procurement and Contract Agent Phone: (561) 227-7006 Email: mhabib@townofpalmbeach.comDue to the Cone of Silence, all communications regarding this solicitation shall be handled solely by Town Procurement Representatives.

Commodity Codes

• Commodity Codes: NIGP 94620 Audit 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

Requested Information: Listed below are the documents and information needed to complete your submission: Details of Solicitation Name Type # Files Requirement Instructions Actions Name Type # Files Requirement Instructions Actions Scope of Work: Please acknowledge that you have read, understand, and capable of performing the specified Scope of Services. Data Type: Yes/No N/A Required Terms and Conditions: Please confirm that you agree to the Town Terms and Conditions, and Florida Statute for Public Records? Data Type: Yes/No N/A Required Insurance Requirements: Please acknowledge that you have read and understand the Town's insurance requirements. Data Type: Yes/No N/A Required Addenda Name Type # Files Requirement Instructions Actions Name Type # Files Requirement Instructions Actions Please acknowledge that you have read and understand any addenda published under this solicitation. Data Type: Yes/No N/A Required PROPOSAL REQUIRMENTS Name Type # Files Requirement Instructions Actions Name Type # Files Requirement Instructions Actions Please upload your proposal according to *Proposal Requirement for Submission*, a document attached in Files File Type: PDF (.pdf) Multiple Required EVALUATION CRITERIA Name Type # Files Requirement Instructions Actions Name Type # Files Requirement Instructions Actions QUALIFICATIONS AND EXPERIENCE/ABILITY OF PROFESSIONAL PERSONNEL (45 POINTS) File Type: PDF (.pdf) Multiple Required AUDIT APPROACH (40 POINTS) File Type: PDF (.pdf) Multiple Required FEE (10 POINTS) File Type: PDF (.pdf) Multiple Required OTHER (5 POINTS) File Type: PDF (.pdf) Multiple Required REQUIRED FORMS Name Type # Files Requirement Instructions Actions Name Type # Files Requirement Instructions Actions W9 File Type: PDF (.pdf) Multiple Required Please respond to Minimum Qualification requirements File Type: PDF (.pdf) Multiple Required Florida State Registration. If you are not registered, and intent for award is issued, you will need to register prior to award is made. File Type: PDF (.pdf) Multiple Required Affidavit of Compliance with Foreign Entity and Human Trafficking. Form must be notarized. File Type: PDF (.pdf) Multiple Required License: Please upload your CPA and certification to do business in Florida File Type: PDF (.pdf) Multiple Required Contact Information File Type: PDF (.pdf) Multiple Required References File Type: PDF (.pdf) Multiple Required Business Tax Receipt File Type: PDF (.pdf) Multiple Required Drug-Free Form File Type: PDF (.pdf) Multiple Required Protest Procedures File Type: PDF (.pdf) Multiple Required Proposer's Qualification Form File Type: PDF (.pdf) Multiple Required E-Verify File Type: PDF (.pdf) Multiple Required Scrutinized Vendors Form File Type: PDF (.pdf) Multiple Required Subcontractors File Type: PDF (.pdf) Multiple Required COST PROPOSAL Name Type # Files Requirement Instructions Actions Name Type # Files Requirement Instructions Actions Cost Proposal (10 POINTS) (BT-57FK) BidTable: Datatable N/A Required You will need to complete the BidTable online in the browser. The BidTable can be filled any time during your submission. Please note that BidTables may take a significant amount of time to prepare.

Attachments

• Reference_Form.pdf
• Subcontractors_Form.pdf
• E-Verify.pdf
• Protest_Procedure_Form.pdf
• Evaluation_Critiria.pdf
• Scope_of_Work.pdf
• Min_Qualfication.pdf
• Affidavit_of_Compliance_with_Foreign_Entity_and_Human_Trafficking.pdf
• FS_119.0701_and_FS_119.071_for_Public_Records__2024_version.pdf
• Pre-Proposa_meeting.pdf
• Insurance_Requirements_-_Consultants__Cyber_incld_.pdf
• Evaluation_and_Selection_Committee_Evaluation_Overview.pdf
• Scrutinized_Companies_Form.pdf
• PROPOSAL_REQUIREMENTS_FOR_SUBMISSION.pdf
• RFP_-_Contractor_-Instructions_to_Suppliers_and_General_Conditions.pdf
• Bidder_s_Qualification_Form_-_Rev001__1_.pdf
• Contractor_Info_Form.pdf
• TOPB_Drug_Free_Workplace_Form.pdf
• Proposed_Fees.xlsx