Request for Qualifications Financial Audit Services

Certified Public Accountant Financial Audit Services

The City of Roma is inviting qualified firms of independent certified public accountants, licensed to practice in Texas, to submit sealed proposals for financial audit services for the fiscal year ending September 30, 2024. The City may extend the agreement for two additional fiscal years based on satisfactory performance.

Submission Details:

  • Deadline: August 27, 2024, at 3:00 PM
  • Location: City Manager's Office, Roma City Hall, 201 W. Convent Street, or PO Box 947, Roma, Texas 78584
  • Contact: Alejandro Barrera, City Manager, at 956-849-1411 or abarrera@cityofroma.net

Important Dates:

  • RFP Release Date: August 7, 2024
  • Deadline for Questions: August 22, 2024
  • Proposal Opening: September 4, 2024, at 3:00 PM
  • City Council Meeting for Final Selection: September 5, 2024, at 5:30 PM

Scope of Services:

The audit should cover the City’s financial records and internal controls and include tests of accounting records and other necessary procedures to express an unqualified opinion on the financial statements. The audit must comply with generally accepted accounting principles and include a management letter if warranted.

Proposal Requirements:

  1. Technical Proposal:
    • A signed transmittal letter stating the firm’s understanding and commitment.
    • A description of professional relationships with the City over the last five years.
    • Firm’s size, governmental audit staff, and office location for the engagement.
    • Information on recent federal or state reviews or disciplinary actions.
    • List of the five most significant similar engagements in the past five years.
  2. Price Proposal:
    • A separate sealed fee estimate, including rates of compensation and anticipated hours for staff levels, must accompany the technical proposal.

Evaluation Criteria:

  • Qualifications of the respondent
  • Price fairness and reasonableness

The City of Roma reserves the right to reject any or all proposals and to waive formalities. Proposals are considered firm and irrevocable once submitted. The final selection is anticipated during the regular City Council meeting on August 29, 2024.

Additional Information:

Past annual reports and the current budget are available upon request. The City of Roma is committed to Affirmative Action and is an Equal Opportunity Employer.