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File #: 25-7685    Version: 1 Name: RFP 2025-152 - Auditing & ACFR Preparation Services
Type: Agenda Item Status: Consent
File created: 5/15/2025 In control: City Council
On agenda: 8/18/2025 Final action:
Title: RFP No. 2025-152 - Professional Auditing Services and Annual Comprehensive Financial Report (ACFR) Preparation Services. (Authorize the City Manager to finalize and execute a contract with Forvis Mazars, LLP, in the amount of $150,000.00 for fiscal year 2026 with a 3.18 percent average annual increase through 2030. The term of this contract is for a one-year period, with four additional one-year renewal options. The City Manager is authorized to exercise the renewal options, subject to annual appropriation of sufficient funds.)
Attachments: 1. Audit RFP Proposer Evaluation Scoring Summary, 2. Audit Team Profiles
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Title

RFP No. 2025-152 - Professional Auditing Services and Annual Comprehensive Financial Report (ACFR) Preparation Services.

(Authorize the City Manager to finalize and execute a contract with Forvis Mazars, LLP, in the amount of $150,000.00 for fiscal year 2026 with a 3.18 percent average annual increase through 2030. The term of this contract is for a one-year period, with four additional one-year renewal options. The City Manager is authorized to exercise the renewal options, subject to annual appropriation of sufficient funds.)

 

Body

Name of Department

Finance

 

Budgeted Amount

$168,000.00

 

Sum of Bid/Bid Amount

$150,000.00                     2026

$155,000.00                     2027

$160,000.00                     2028

$165,000.00                     2029

$170,000.00                     2030

 

Body

Section 103 of the Texas Local Government Code requires municipalities to have its records and accounts audited annually and to prepare an annual financial statement based on the results of the audit. Article IV, Section 32 of the City Charter further stipulates:

 

“The City Council shall cause audits annually to be made of the books and of accounts of each and every department of the City. Such audits shall be made by a competent public accountant who shall be selected by the City Council, and a contract entered in from year-to-year; and such contract shall provide that the books of the City shall be audited at least annually; and such auditor’s report to the City Council shall be accessible to the public or for publication.”

 

The following shows the history of audit firms for the City:

 

Audit Firm                     Fiscal Years Audited                     Number of Years

BKD/Forvis Mazars, LLP                     2015 through 2024                     10 years

Grant Thornton                     2008 through 2014                     7 years

Deloitte                     2002 through 2007                     6 years

Arthur Anderson                     1990 through 2001                     12 years

KPMG                     1979 through 1989                     11 years

 

The Government Finance Officers Association of the United States and Canada (GFOA) recommends a government make it a policy to undertake a full-scale, competitive audit procurement process at the end of each audit contract. The current auditing services contract with Forvis Mazars, LLP expires September 30, 2025, and a Request for Proposals was prepared in accordance with GFOA best practices and State law.

 

The RFP identified the scope of services and the time periods for performing the audit field work, completion of audit reports and preparation of the Annual Comprehensive Financial Report. Each firm was requested to respond to several questions concerning their qualifications and to submit a proposed fee for their professional services. The RFP evaluation criteria included the following categories and weighted:

 

                     Experience and Qualifications                     45 points

                     Capacity and Resources                     30 points

                     References                     10 points

                     Fee Schedule                     15 points

 

Bid notices were broadcast through the BidNet Direct electronic procurement system, posted on the City’s website, and published in the Daily Commercial Record newspaper. A total of eight responsive bids were received. Staff reviewed the bidders’ qualifications and scored the proposals based on the evaluation criteria. Upon interviewing the top three firms, staff selected Forvis Mazars, LLP, the City’s current auditor, as the successful proposer.

 

Forvis Mazars is a global network of 40,000 members in over 100 countries. Its public sector practice has over 285 members serving more than 800 clients and is the second largest provider of single audits. The Dallas office has over 100 personnel of which 15 team members devote 80 percent of the year on government entities. The proposed fee is 10.7% less than the current fiscal year 2025 fee for the FY-24 Audit.

 

Recommended/Desired Action

Authorize the City Manager to finalize and execute a contract with Forvis Mazars, LLP.

 

Attachment(s)

Audit RFP Proposer Evaluation Scoring Summary

Audit Team Profiles

 

Drafter

Ted Chinn

 

Head of Department

Ted Chinn