Request for Proposals -- Nonprofit Organization Audit

Southeast Florida Behavioral Health Network, Inc. is requesting proposals from qualified firms of Certified Public Accountants to conduct its annual audit and to submit audit compliance reports to the State and Federal authorities responsible for monitoring use of State and Federal funds. 

These audits are to be performed in accordance with the Generally Accepted Auditing Standards (GAAS) and with the provisions set forth in OMB Circular A-133 Section 215.97 of the Florida Statues, applicable rules of the Department of Financial Services and Chapter 10.650, Rules of the Auditor General (Florida).  

We expect our accounting firm to:
•	Audit the financial statements of the Network for the fiscal year ending June 30.
•	Prepare the reports as required by OMB Circular A-133
•	Prepare the related management letter
•	Present the results of the audit and management letter at the Board’s Finance Committee
•	Consult periodically throughout the year on financial and other matters related to the organization.
•	Prepare Federal and State tax filings for the organization

The primary users of the financial statements are the Board of Directors, the Finance Committee and the funder. Your firm is invited to submit a written proposal responding to the attached questions.

Information about the Organization
Southeast Florida Behavioral Health Network, Inc. is a 501 (c) 3 organization in its 13TH year of operation.  The mission of the Network is to develop, support, and manage an integrated network of behavioral health services to promote the emotional and mental wellbeing and drug-free living of children and adults in Indian River, Martin, Okeechobee, Palm Beach, and St. Lucie Counties.

Southeast Florida Behavioral Health Network’s main source of funding is a contract with the Florida Department of Children and Families which amounts to approximately $105 million.  The current staff of the Network totals 31 employees with a total payroll of $2,408,946.

Schedule of Important Dates
•	Proposals due: June 30, 2025
•	Interviews: Second week of July 2025
•	Final Selection: July 31, 2025

Key Personnel
Ann Berner, Chief Executive Officer, ann_berner@sefbhn.org
Terri Moore, Chief Financial Officer, Terri.Moore@sefbhn.org

Where to Return the Forms
Southeast Florida Behavioral Health Network, Inc.
Email: Terri.Moore@sefbhn.org

Information Requested 
1.	Describe your firm’s experience and qualifications in providing auditing and tax services to organizations in the not-for-profit sector of a size comparable to the Network, including those receiving significant government funds.
2.	Discuss the firm’s independence with respect to the Network, its staff and Board members.
3.	Discuss your staff turnover experience in the last three years.
4.	Identify the partner, manager and in-charge accountant who will be assigned to our organization if you are successful in your bid and provide resumes. Indicate any complaints against them that have been leveled by the state board of accountancy or other regulatory authority, if any. Indicate what corrective actions have been taken by the firm to address these complaints.
5.	Describe how your firm will approach the audit of the organization and the areas that will receive primary emphasis. Discuss the firm’s use of technology in the audit.
6.	Discuss the communications process that will be used by the firm to discuss issues with management and the Finance Committee of the Board.
7.	Provide a proposed fee structure for the services delineated above for 2024-25, with projected fees for future years.
8.	Describe your billing practices for questions on technical matters that may arise during the year.
9.	Provide at least three references (names and contact information) for similarly sized clients of your firm.
10.	Describe any unique characteristics of your firm and why our selection of your firm as our external accountants is the best decision we could make.
11.	Include a copy of your firm’s most recent peer review report, the related letter of comments, and the firm’s response to the letter of comments.