TOWN OF WINDERMERE
REQUEST FOR QUALIFICATIONS
RFQ: #2015-02 AUDIT SERVICES
RESPONSES ARE DUE BY 5:00 PM MARCH 13, 2015
MAIL OR DELIVER RESPONSES TO:
ATT: Robert Smith, Town Manager
614 Main St. Windermere, FL 34786
Robert Smith, Town Manager
Phone: (407) 876-6480, Fax (407) 876-0103
The Town of Windermere requests qualified independent Certified Public Accountants, who are licensed to practice in the State of Florida, to submit proposals for the performance of an examination of its financial statements and enter into a contract to perform financial audits for a period of three (3) consecutive years beginning with the fiscal year ending September 30, 2015 and ending with fiscal year September 30, 2017. The purpose of the examination is to express an opinion on the fairness in which the financial statements present the Town’s financial position, results of operations and changes in cash flows in conformity with generally accepted government accounting principals and to determine whether operations were conducted in accordance with legal and regulatory requirements.
Those firms interested in providing this service are instructed to submit three (3) bound copies, one (1) unbound original, and one (1) electronic copy (CD: PDF Format) of their qualifications pertinent to the scope of work prior to 5pm Eastern Standard Time, March 13, 2015, to the attention of Robert Smith, Town Manager 614 Main St. Windermere, FL 34786. Qualification documents received after this date and time will not be considered. The Town of Windermere reserves the right to reject any and all qualification documents received, to solicit new qualification documents, or take any other such actions that may be deemed to be in the best interest of the Town of Windermere. The Town of Windermere is an Equal Opportunity Employer. MBE/WBE/DBE businesses are encouraged to participate. The Town of Windermere strictly enforces open and fair competition.
2. SUBMISSION REQUIREMENTS:
Firms are invited to submit qualifications documents to the Town of Windermere Audit Services.
Requirements for submission and selection criteria may be obtained from the Town of Windermere’s web site at www.town.windermere.fl.us. All questions pertaining to this Request for Qualifications (RFQ) should be directed, in writing, to Robert Smith, Town Manager, PO Box 669 Windermere, FL
34786, by facsimile (407) 876-0103, or by email email@example.com. Any addenda to this RFQ shall be made on the Town web site. It is the sole responsibility of those submitting an RFQ to check the web site for addendums. These questions are due by February 27, 2015. Final addenda will be posted by March 2, 2015.
Proposers must submit one (1) original response unbound marked “Original”, three (3) bound copies marked “Copies”, and one (1) electronic copy (CD; PDF Format) of the submittal in a sealed envelope clearly marked on the outside with the Proposers name and “RFQ 2015-02 Audit Services” addressed and delivered to:
Att: Robert Smith, Town Manager
614 Main Street
Windermere, FL 34786
All qualifications must be received by Robert Smith before 5:00pm March 13, 2015. Any qualifications received after this date and time will be automatically rejected. Materials may be delivered by Certified Mail, Return Receipt, hand delivered or couriered. Faxed or emailed proposals will be automatically rejected. Hand delivered qualification documents may request a receipt. If sent by mail or courier, the above mentioned envelope shall be enclosed in another envelope addressed to the entity and address stated above. Proposers should be aware that certain “express mail” services will have to meet the required time frame of submittal or be deemed automatically rejected. It is the sole responsibility of the Proposer to ensure their proposal is received in a timely manner.
The Town of Windermere reserves the right to reject any and all proposals, to waive informalities in any or all qualification documents, to re-advertise for RFQ’s, and to separately accept or reject any item or items and to negotiate contracts in the best interest of the Town of Windermere.
While every effort has been made to ensure the accuracy and completeness of the information in this RFQ we recognize that the information may not be complete in every detail and that all work may not be expressly mentioned in these specifications. It is the responsibility of the proposing company to include in their proposal all pertinent information in accordance with the objectives of the Town.
3. Calendar of Events
All times listed in the calendar of events is Eastern Daylight Time
Request for Qualifications Advertised
February 10, 2015
Technical Questions Due to the Town (written)
February 27, 2015 5pm
Responses to Questions Due from the Town
March 2, 2015 5pm
Proposals Due to the Town
March 13, 2015 5pm
Short List Presentations (if necessary)
Contract Negotiated with Town
Board Approval of Qualified Vendor
· The Town reserves the right to alter scheduled dates if necessary
RFQ #2015-02 Audit Services
RFQ #2015-02 Answers to Questions