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.