AUDIT SERVICES

Request for Proposal Documents

Notice of Request for Proposal

                                                                         Notice of Request for Proposal (RFP) and

                                                                                          Bidders Conference

AREA AGENCY ON AGAING OF PASCO-PINELLAS

 

Continent upon the availability of funds, the Area Agency on Aging of Pasco-Pinellas, Inc (“AAAPP”) for Planning and Service Area 5 (Pasco and Pinellas Counties), a registered 501c(3), will be contracting and is formally soliciting sealed proposals for an Audit Firm Procurement from qualified Certified Public Accounting (CPA) firms licensed in the State of Florida to perform independent financial and compliance audit services with a completion of a 990 form.

The AAAPP is a non-profit organization that has served seniors and individuals with disabilities in our community since 1974. The AAAPP mission is to be a trusted resource to advocate, educate and empower seniors, adults with disabilities and caregivers which promotes independence, in partnership with the community.

The selected firm will be expected to conduct an independent third-party examination of the Organization’s financial records for the fiscal year ending December 31, 2026, with the option to renew. Services shall include, but are not limited to:

  • Preparation of audited financial statements in accordance with the Generally Accepted Accounting Principles (GAAP).
  • Performance of a Single Audit under the Uniform Guidance (2 CFR Part 200) due to federal and state grant expenditures exceeding $1,000,000.
  • Preparation and filing of IRS Form 990 and all applicable state charitable tax filings.
  • Presentation of the final audit report to the Organization’s Board of Directors and Finance Committee.
 

Request for Proposal specifications may be obtained electronically beginning on November 2, 2026, at:  www.agingcarefl.org.

A Bidders Conference will be held at 10:00 am on November 12, 2026. The Request for Proposal will be reviewed and any questions by interested parties will be answered. All interested parties are encouraged to attend. The Bidder’s Conference will be held via TEAMS at:

                   https://teams.microsoft.com/meet/253943017779244?p=G5B0LvnhQlGwnnMNo8

                                                          Meeting ID: 253 943 017 779 244

                                                                          Passcode: ud7ty3TA

 

Interested firms must submit a comprehensive proposal outlining their qualifications, experience with non-profit accounting standards, peer review findings, proposed timeline, and a detailed free structure. Proposals must explicitly disclose any relationships that could impair professional independence.

Sealed proposals are due by 3:00 pm on December 15, 2026, to the Area Agency on Aging of Pasco-Pinellas, Inc.’s office with openings immediately following. The Area Agency on Aging of Pasco-Pinellas, Inc. reserves the right to reject any and all proposals not complying with specifications and requested information. Questions may be submitted, prior to the Bidder’s Conference, by contacting Kharla Lavandier, Controller at (727) 570-9696, ext. 253 or Kh**************@***pp.org

RFP Timeline

October 8, 2026                 AAPP Finance Committee review of 2026/2027 Proposed RFP Timeline for
                                            the Audit Firm Procurement

October 19, 2026               AAPP Board of Directors review of 2026/2027 Proposed RFP Timeline for
                                            the Audit Firm Procurement

October 20, 2026               Request for Proposal Legal Notice published on AAAPP website:
                                             www.agingcarefl.org
                                            Interested Parties Memo distributed
October 21, 2026               Request for Proposal Legal Notice published in Florida Administrative Register
November 2, 2026             RFP available online at www.agingcarefl.org
November 12, 2026           Bidders Conference via Web Conference at 10:00 a.m. Eastern Time

Microsoft Teams meeting
Join:

https://teams.microsoft.com/meet/253943017779244?p=G5B0LvnhQlGwnnMNo8

Meeting ID: 253 943 017 779 244

Passcode: ud7ty3TA

NO INQUIRIES ACCEPTED AFTER COMPLETION OF THE BIDDERS CONFERENCE

November 13, 2026          Response to inquiries and RFP addenda available online at www.agingcarefl.org
November 16, 2026          Letter of Intent Due (Mandatory)
December 15, 2026           Proposals must be submitted by 3:00 p.m. Eastern Time to:
                                            Area Agency on Aging of Pasco-Pinellas, Inc.
                                            Attention: Kharla Lavandier, Controller
                                            9549 Koger Blvd, Suite 100
                                            St. Petersburg, FL 33702
                                 

OPENING OF PROPOSALS IMMEDIATELY FOLLOWING

TBA                                   Selection Team review of proposal
TBA                                   Interviews with finalists (if necessary)
February 11, 2027            Finance Committee review and recommendation
February 22, 2027            AAAPP Board of Directors Meeting – Review and approval of Proposed
                                           Applicant Firm
February 23, 2027            Notice of Intent to Award Legal Notice posted on AAAPP website:
                                           www.agingcarefl.org
TBA                                   Anticipated execution of Memorandum of Agreement

AAAPP RESERVES THE RIGHT TO REJECT ANY OR ALL PROPOSALS IF SUCH ACTION IS IN
THE BEST INTEREST OF AAAPP AND TO WAIVE ANY AND/OR ALL INFORMALITIES AND
MINOR IRREGULARITIES. AAAPP RESERVES THE RIGHT TO CANCEL THIS SOLICITATION
FOR ANY REASON IT DEEMS TO BE IN THE BEST INTEREST OF AAAPP.