Project Information

Bid Title

OPEN BIDS/REQUEST FOR PROPOSALS (RFQ) 2605-FIN Financial Auditing Service Project Addendum 1

Issuing Agency

City of Dade City

Location

Florida

Published Date

Dec 2, 2025

Closing Date

Dec 12, 2025

Government Level

State & Local

Status

Closed

Original Source

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Bid Inquiries

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Bid Documents

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Project Description

OPEN BIDS/REQUEST FOR PROPOSALS (RFQ)
2605-FIN Financial Auditing Service Project (Due: December 12, 2025 by 2:00p.m.)
2605-FIN Financial Auditing Service Bid Documents
Updated - 2605-FIN Financial Auditing Service Bid Documents
2605-FIN Financial Auditing Service Project - Addendum 1

Attachment Preview

RFP NUMBER 2605-FIN

FINANCIAL AUDITING SERVICES PROJECT

CITY OF DADE CITY

38020 MERIDIAN AVE

DADE CITY, FL 33525

PHONE: (352) 523-5050

FAX: (352)521-1422

www.dadecityfl.com

Bid Due Date: December 12, 2025

Page 1 of 33

INDEX

RFP NUMBER 2605-FIN

FINANCIAL AUDITING SERVICES PROJECT

Part I General Information & Scope of Work ................................................................ Page 3

Procurement Schedule ....................................................................................................Page 10

Advertisement ................................................................................................................Page 11

Part II General Information ............................................................................................ Page 12

Part III Information Required from Proposers ................................................................Page 18

Part IIII Criteria for Selection ......................................................................................... Page 22

The following documents must be returned with your bid:

Drug-Free Workplace Certification................................................................................ Page 26

Public Entity Crime Statement ...................................................................................... Page 28

Anti-Collusion Statement............................................................................................... Page 30

Human Trafficking Affidavit ……………………………………………………………………. Page 31

Conflict of Interest Affidavit ……………………………………………………………………. Page 32

All additional supplemental information requested in the RFP

and/or Bid Form

Page 2 of 33

SECTION I – PURPOSE, BACKGROUND, & SCOPE OF SERVICES

1.1

Purpose: It is the intent of the City of Dade City, Florida, (hereinafter the “City,” which shall include its

departments, divisions, and related entities, specifically including Community Redevelopment Agency (CRA), to

select an experienced and qualified Auditing Firm (Auditor) to provide professional financial auditing services for

the City, as required by Florida Statute Section 11.45, for the fiscal years ending September 30 of the years 2025,

2026, 2027, 2028, and 2029. The contract with the auditor may include an option to extend the term for up to an

additional five years.

1.2 Background: Located in Pasco County, the City of Dade City is a Florida Municipal Corporation that spans

4.56 square miles. As of 2025, the City’s estimated population was around 7,142. The City operates under a

Council-City Manager form of government, with a five-member Council led by the Mayor serving as the legislative

and governing body.

Dade City offers a wide range of municipal services, including public safety, recreational activities, and various

public services. Public safety services include police and fire protection, code enforcement, and zoning. The City

provides recreational facilities such as Shoreline Park, neighborhood parks, ballparks, access to Pensacola Bay and

Pasco Sound, and a recreation center. Additionally, the City offers water, wastewater, stormwater utility services

(streets and stormwater and drainage), natural gas services, street and highway maintenance, community

development, and general administrative services. Dade City also has a Community Redevelopment Agency (CRA)

and engages in conduit financing through Dade City Financial Services, Inc., Capital Trust Agency, and Capital Trust

Authority.

1.3 Scope of Services: The City of Dade City, Florida, including all departments and divisions, as well as related

entities—specifically Community Redevelopment Agency (CRA), Dade City Financial Services, Inc., Capital Trust

Agency, and Capital Trust Authority—is the entity to be audited under this RFP.

The audit will cover all funds includable in the City’s Annual Financial Report (AFR). The City utilizes a fully

automated accounting system through Tyler Technologies, Incode 10, which supports modules for Budgeting and

Accounting, Purchasing/Inventory, Customer Information Systems (Utility Billing), Business Licenses, Accounts

Receivable, and Cash Receipts.

1.3.1 FUNDS TO BE AUDITED (FY ENDING SEPTEMBER 30, 2025): The City reported a combined total of

twelve (12) funds, nine (9) of which had budgets. Funds included are listed as follows:

1.3.1.1 Governmental Funds:

1.3.1.1.1 General Fund 001 – Budgeted (7 Departments)

1.3.1.1.2 Police Forfeiture Fund 101 – Unbudgeted

1.3.1.1.3 Red Light Camera Fund 102 – Budgeted

1.3.1.1.4 Tourist Development Fund 105 – Budgeted

1.3.1.1.5 Impact Fee Fund 110 – Budgeted

Page 3 of 33

1.3.1.2 Community Redevelopment Agency Funds:

1.3.1.2.1 Community Redevelopment Agency Fund 107 – Budgeted

1.3.1.3 Special Revenue Fund:

1.3.1.3.1 Stormwater Utility Fund 201 – Budgeted

1.3.1.4 Fiduciary Funds:

1.3.1.4.1 DARE Fund 603 – Unbudgeted

1.3.1.4.2 Police Pension Fund 603 – Unbudgeted

1.3.1.5 Proprietary Funds:

1.3.1.5.1 Dade City Regional Water System Utility Fund 400 – Budgeted

1.3.1.5.2 Natural Gas Utility Fund 402 – Budgeted

1.3.1.5.3 Solid Waste Services Fund 405 – Budgeted

1.3.1.5.4 Dade City Financial Services (GBFS) Fund 411 – Budgeted*

1.3.1.6 Separately Reported Unit-Related Entities:

1.3.1.6.1 Capital Trust Agency – Unbudgeted

1.3.1.6.2 Capital Trust Authority – Unbudgeted

1.3.2 FY2024 BUDGET SUMMARY:

FUND CATEGORY

General Fund

Community Redevelopment Funds

Special Revenue Fund

Enterprise Funds

Total Budget for FY2024

BUDGET AMOUNT

$12M - $16M

$1.6M

$12.3M

$18M - $26M

$43.9M - $55.9M

1.3.3

OTHER FINANCIAL INFORMATION: For the fiscal year ending September 30, 2024, a Single Audit

was required for Federal expenditures. The City does not participate in any joint ventures. The

City prepares its budgets on a modified accrual basis and participates in the following pension

plans:

1.3.3.1 Florida Retirement System (FRS): One (1) cost-sharing, multi-employer public

retirement plan.

1.3.3.2 Florida Municipal Pension Trust Fund (FMPTF): One (1) defined contribution plan.

1.3.3.3 Municipal Police Officers’ Pension Trust Fund (MPOPTF): Two (2) single-employer

defined benefit plans.

1.3.3.4 The Dade City Police Officers’ Pension is administered by a Board of Trustees that is

also responsible for the investment management of the funds. The Dade City Police

Officers’ Pension issues financial reports that include financial statements and required

supplementary information. These reports may be obtained from the City of Dade

City’s Finance Department.

1.3.3.5 Prior Audit and Annual Financial Reports are available for review on the City of Dade

City’s website at www.cityofgulfbreeze.us under the Finance Department, or by

emailing the City Clerk’s Office at cityclerks@gulfbreezefl.gov.

1.3.4 REPORTING REQUIREMENTS: Section 11.45, Florida Statutes, requires each local government

entity to have completed, within twelve (12) months of the fiscal year-end, an annual financial

Page 4 of 33

audit of its accounts and records. This audit is to be performed in accordance with:

1.3.4.1

1.3.4.2

1.3.4.3

1.3.4.4

1.3.4.5

1.3.4.6

1.3.4.7

1.3.4.8

1.3.4.9

1.3.4.10

1.3.4.11

1.3.4.12

Section 11.45, Florida Statutes, and other applicable statutes;

Regulations of the Florida Department of Banking and Finance;

Rules adopted by the Auditor General for form and content of local government entityaudits

(Chapter 10.550 and 10.600, Rules of the Auditor General);

Statements issued and adopted by the Governmental Accounting Standards Board;

1.3.4.4.1 Statements on Auditing Standards issued by the American Institute of

Certified Public Accountants;

Government Auditing Standards published by the Comptroller General of the United States;

1.3.4.5.1 Audit and Accounting Guide – Audits of State and Local Government

Entities, published by the American Institute of Certified Public

Accountants;

Single Audit Act of 1984, Public Law 98-502 as amended, Public Law 104-156;

United States Office of Management and Budget (OMB), Circular No. A-133, and any

other applicable circular issued by OMB;

Florida Single Audit Act;

1.3.4.8.1 If required by the Single Audit Act, the schedule of federal financial

assistance and related Auditor’s report, as well as the reports on internal

and state controls and compliance.

Statements and interpretations issued by the Financial Accounting Standards Board, if

applicable.

Provisions of any other rule, regulation, statute, ordinance, or order that may pertain

to the engagement.

The city's accounting personnel will prepare and provide copies of working trial

balances used to prepare the financial statements and information for required

footnotes thereto. The City’s accounting personnel will be available during the audit to

assist the Auditor by providing information, documentation, and explanations.

Office space will be provided near the financial records. Telephones, a copier, and a fax

machine will be available during the engagement. The Auditor must provide its

computer equipment and other office materials.

1.3.5 AUDITOR SHALL PROVIDE THE FOLLOWING:

1.3.5.1 A Report of Independent Auditors on the City's basic financial statements conforming

with generally accepted accounting principles.

1.3.5.2 Independent Auditor’s Report on Compliance and Internal Control over Financial

Reporting based on an Audit of Basic Financial Statements performed in accordance

with Government Auditing Standards.

1.3.5.3 Single Audit Act: If required by the Single Audit Act, the Auditor shall provide:

1.3.5.3.1 Schedules of Federal and State Financial Assistance.

1.3.5.3.2 Independent Auditor’s Report on Compliance with Requirements

Applicable to Each Major Program, Internal Control over Compliance in

Accordance with OMGB Circular A-133, and Schedule of Expenditures of

Federal Awards.

1.3.5.3.3 Independent Auditor’s Report on Examination of Management’s Assertion

about Compliance with Specified Requirements.

1.3.5.3.4 A report on the Schedule of State Grant and Aid Appropriations.

1.3.5.3.5 Data Collection Form for Reporting on Audits of States, Local Governments,

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Commodity Codes

• NAICS 541219Other Accounting Services
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541618Other Management Consulting Services
• NAICS 541990All Other Professional, Scientific, and Technical Services

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