Audit RFP - FINAL

Jason Buss

Description

Focused Management Solutions 309 State Road 26 P.O. Box 1970 Melrose, Florida 32666 Tel: [phone] Fax: [phone] fms www.fmsworks.com www.fmsworks.com REQUEST FOR PROPOSAL Release Date: November 13, 2009 Florida Management Solutions, Inc. d/b/a Focused Management Solutions (FMS), headquartered in Melrose, Florida, is requesting proposals from Certified Public Accounting firms (Firm) for auditing services beginning with the fiscal year ending December 31, 2009. FMS may elect to renew the contract to provide the auditing services for two (2) additional fiscal years. Interested firms should submit one (1) original and submit three (3) copies of their proposal in the requested format, identified below as “Information to be Included in the Proposal”, by 4:00 pm eastern time, December 15th, 2009 to: Focused Management Solutions P.O. Box 1970 Melrose, FL 32666 Proposals should be sealed and clearly marked on the outside: Proposal for Auditing Services. Late proposals will not be accepted, will not be opened, and will not be read. Proposals will be evaluated by FMS finance personnel. The three (3) highest rated firms may be invited to make oral presentations. FMS retains the right to select the firm which, in its judgment, best meets its needs or to reject any or all proposals received. Statement of Purpose FMS has been contracted as a sub-recipient by the Alachua/Bradford Regional Workforce Board d/b/a ...

Informations

• Publié par: Nusur
• Nombre de lectures: 21
• Langue: English

Extrait

 Focused Management Solutions  309 State Road 26  P.O. Box 1970  Melrose, Florida 32666 fms www.fmsworks.com  Tel: [phone]  Fax: [phone]     REQUEST FOR PROPOSAL  Release Date: November 13, 2009  Florida Management Solutions, Inc. d/b/a Focused Management Solutions (FMS), headquartered in Melrose, Florida, is requesting proposals from Certified Public Accounting firms (Firm) for auditing services beginning with the fiscal year ending December 31, 2009.FMS may elect to renew the contract to provide the auditing services for two (2) additional fiscal years.  Interested firms should submit one (1) original and submit three (3) copies of their proposal in the requested format, identified below as “Information to be Included in the Proposal”, by 4:00 pm eastern time, December 15th, 2009 to:  Focused Management Solutions P.O. Box 1970 Melrose, FL 32666  Proposals should be sealed and clearly marked on the outside: Proposal for Auditing Services.  Late proposals will not be accepted, will not be opened, and will not be read.Proposals will be evaluated by FMS finance personnel. The three (3) highest rated firms may be invited to make oral presentations.FMS retains the right to select the firm which, in its judgment, best meets its needs or to reject any or all proposals received.  Statement of Purpose  FMS has been contracted as a sub-recipient by the Alachua/Bradford Regional Workforce Board d/b/a FloridaWorks to act as its Administrative Entity.FloridaWorks operates the Alachua/ Bradford Career Centers located in Gainesville and Starke, Florida.The general operating authority of FloridaWorks is contained in Sections 495.004 and 445.007, Florida Statutes, and follows governmental accounting principles for reporting purposes.  The State of Florida established the Alachua/Bradford Regional Workforce Board and other regional Workforce boards throughout the state, pursuant to the authority of the Federal Workforce Investment Act of 1998 and the state Workforce Innovation Act of 2000.These local boards are charged with the responsibility of setting policy for workforce investment within their respective regions. 

Requests for Additional Information  Please submit all questions, concerning this Request for Proposal by 4:00 p.m. December 1, 2009 via email to Gwen Waite, CFO at:  [e-mail]  Questions from all potential respondents and answers will be posted to FMS website, www.fmsworks.com. Clickon “about us”.  Contract Performance by the Selected Firm  The selected Firm shall examine financial statements in accordance with generally accepted auditing standards and standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, and the requirements of the U.S. Office of Management and Budget Circular A-133, Audits of States, Local Governments, and Nonprofit Organizations and Chapter 10.550,Rules of the Auditor General, State of Florida. The objective of the audit is to provide an opinion on FMS financial statements taken as a whole.  Deliverable  The Firm shall deliver one (1) original and five (5) copies of the audit report to FMS. The reports shall be delivered within four (4) months after the end of the fiscal year being audited.The Firm shall retain its work papers for a minimum of seven (7) years or until resolution of any audit exceptions. Copiesof work papers shall be furnished to FMS upon its request.  Accounting System  ® Accounting records consist of a computerized general ledger system (QuickBooks) with the primary source of data coming from the accounts payable system and other data, such as deposits, being input to the system.  Information to be Included in the Firms Response to this Request For Proposal  In order to facilitate the evaluation of the proposals, the required information must be provided in the following sequence:  Section A: Individual Audit Staff Technical Qualifications  1.Describe the experience in auditing for each senior and higher level position that will be assigned to the audit, including years on each engagement and their position while on each audit. Indicatethe percentage of time the senior will be on-site.  2.Describe the relevant educational background of each individual to be assigned to the audit. This should include seminars and courses attended within the past three (3) years.

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 3.Describe any specialized skills, training or background in public finance by assigned individuals. Thismay include participation in state or professional organizations, speaker or instructor roles in conferences or seminars or authorship of articles or books.  4.Indicate other audits the staff will be working on concurrently. Also indicate the overall supervision to be exercised over the audit team by the firms management.    Section B: Local Office Technical Qualifications/Audit Experience  1.State whether your organization is national, regional or local. Describe the organization, size, and structure of your firm.  2.State the address of the local office that will be conducting the audit.  3.Indicate your experience auditing entities similar in size and complexity to FMS.  Section C: Audit Approach  Describe your approach, your understanding of the work to be performed, and an estimate of the hours for each section of the audit.  Section D: Client References  Provide the names, addresses, and phone numbers of three (3) relevant audit client references.  Section E: Other Information  1.Describe any regulatory action take by any oversight body against your audit organization or local office.Describe your firms approach to peer review and provide a report of the most recent peer review, related letter of comments, if applicable, and your firms response to the letter of comments.  2.Include any other information that may be helpful to FMS in evaluating your firms qualifications.  Section F: Proposed Fees  1.Include the total fees and expenses (if any) to complete the audit for each fiscal year.  2.Indicate the number of hours required to complete each task by each individual assigned to the audit. 

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