Independent Auditor to Provide External Auditing Service Addendum

Location:	North Carolina
Posted:	Mar 26, 2026
Due:	Apr 28, 2026
Agency:	State Government of North Carolina
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Solicitation No:	354-FN26-23
Publication URL:	To access bid details, please log in.

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REQUEST FOR PROPOSALS

RFP #354-FN26-23

Project Title: Independent Auditor to Provide External Auditing

Services

Issue Date: March 26, 2026

Due Date: April 28, 2026 at 5:00 PM ET

Issuing Department: Finance

Direct all inquiries concerning this RFP to:

Dr. Dara Shoffner

Assistant Finance Director

Email: FinancialAuditRFP@carync.gov

v.04.15.24

Table of Contents

REQUEST FOR PROPOSALS

1.1 Introduction

1.2 Purpose and Background

1.3 Notice to Vendors Regarding RFP Terms and Conditions

1.4 RFP Response Timeline

1.5 Pre-Proposal Conference/Site Visit

1.6 Proposal Questions

1.7 Proposal Submission Requirements and Contact Information

1.8 Audit Contract and Payment of Services

1.9 Rights to Submitted Material

PROPOSALS

2.1 Request for Proposal Document

2.2 Evaluation Criteria

2.3 Proposal Evaluation Process

2.4 Final Selection

2.5 Contract Term

2.6 Invoices

2.7 Notice to Proposers Regarding RFP Terms and Conditions

SCOPE OF SERVICES

3.1 Annual Audit

3.2 Major Events Compliance Audit

AUDITOR REQUIREMENTS

TOWN STAFF ASSISTANCE AND RESOURCES

DESCRIPTION OF TOWN SYSTEMS AND FINANCIAL INFORMATION

COST PROPOSAL/EXECUTION OF PROPOSAL

REFERENCES

INSTRUCTIONS TO VENDORS

TOWN OF CARY PRINCIPAL CONTRACT

1 REQUEST FOR PROPOSALS

1.1 Introduction

Cary, North Carolina invites qualified independent auditors who have sufficient governmental

accounting and auditing experience in performing an audit in accordance with the specifications

outlined in this Request for Proposal (RFP) to submit a proposal.

There is no expressed or implied obligation for Cary to reimburse responding firms for any

expenses incurred in preparing proposals in response to this request.

The specific details shown herein shall be considered minimum unless otherwise shown. The

specifications, terms and conditions included with this RFP shall govern in any resulting contract(s)

unless approved otherwise in writing by Cary. Bidder consents to personal jurisdiction and venue

in a state court of competent jurisdiction in Wake County, North Carolina.

1.2 Purpose and Background

Cary is a thriving community in the heart of the Triangle area of North Carolina between Raleigh

and the renowned Research Triangle Park (RTP). Cary is well positioned in the Triangle area of

North Carolina and shares its eastern border with Raleigh and is adjacent to the RTP, with

Durham and Chapel Hill nearby. The Triangle area is repeatedly ranked among the top regions

in the country to live and work, to find a home and start a business, and to raise a family and

retire.

Cary operates under a council-manager form of government with four of the six council seats

elected by single-member districts and two council seats elected as at-large representatives. The

mayor and council members all serve four-year terms, with the council seats serving staggered

terms. Cary has its jurisdiction in Wake, Chatham, and Durham counties. Cary is currently home

to approximately 192,000 residents and continues to be a growing community. Cary citizens are

well educated, and many are employed in technology. SAS, one of the world’s largest privately

held software companies is based in Cary along with Epic Games, the world’s largest gaming

company, so citizens have high expectations for government efficiency and services via

technology. Cary citizens, along with their elected representatives, also expect Cary staff to

maintain focus on the community’s livability, vibrancy, diversity, and sustainability.

Cary’s vision and goals were set out in 2017 and then updated in 2024 in the Imagine Cary

Community Plan.

Cary’s 2026 Budget in Brief includes more details on priorities and execution of the Imagine Cary

Community Plan as they pertain to its $420.3 million operating budget and $90.7 capital budgets.

Information about how Cary manages its finances is summarized in the Introductory Section of

the Annual Comprehensive Financial Report.

Other facets of Cary values, planning, projects, and operations can be found at www.CaryNC.gov.

1.3 Notice to Vendors Regarding RFP Terms and Conditions

It shall be the Vendor’s responsibility to read the Instructions, the Town’s terms and conditions

contained within the Town’s Principal Contract, all relevant exhibits and attachments, and any

other components made a part of this RFP and comply with all requirements and specifications

herein. Vendors also are responsible for obtaining and complying with all Addenda and other

changes that may be issued in connection with this RFP.

If Vendors have questions, issues, or exceptions regarding any term, condition, or other

component within this RFP, those must be submitted as questions in accordance with the

instructions in Section 1.6 Proposal Questions. If the Town determines that any changes will be

made as a result of the questions asked, then such decisions will be communicated in the form

of an RFP addendum. The Town may also elect to leave open the possibility for later negotiation

and amendment of specific provisions of the Principal Contract that have been addressed during

the question submission period. Other than through this process, the Town rejects and will not

be required to evaluate or consider any additional or modified terms and conditions submitted

with Vendor’s proposal. This applies to any language appearing in or attached to the document

as part of the Vendor’s proposal that purports to vary any terms and conditions or Vendors’

instructions herein or to render the proposal non-binding or subject to further negotiation. Vendor’s

proposal shall constitute a firm offer. By execution and delivery of this RFP Response, the

Vendor agrees that Vendor is prepared to enter into a contract in the form of the Principal

Contract should Town selects Vendor’s proposal and that any additional or modified terms

and conditions, whether submitted purposely or inadvertently, shall have no force or

effect, and will be disregarded. Noncompliance with, or any attempt to alter or delete, this

paragraph shall constitute sufficient grounds to reject Vendor’s proposal as

nonresponsive.

If a Vendor desires modification of the terms and conditions of this solicitation, including any term

or condition contained in the Principal Contract, it is urged and cautioned to inquire during the

question period, in accordance with the instructions in this RFP, about whether specific language

proposed as a modification is acceptable to or will be considered by the Town. Identification of

objections or exceptions to the Town’s terms and conditions in the proposal itself shall not be

allowed and shall be disregarded or the proposal rejected.

1.4 RFP Response Timeline

The RFP process shall adhere to the following schedule:

RFP Process

RFP posted

Pre-Proposal Conference (if Applicable)

Proposers Written Questions Due

Town Responses to Proposers questions

Proposal Submission Deadline

Contract Award

Contract Effective Date

Date and time

March 26, 2026

11:00 AM

March 31, 2026

11:00 AM

April 9, 2026

5:00 PM

April 14, 2026

5:00 PM

April 28, 2026

5:00 PM

May 14, 2026

3:00 PM

By May 31, 2026

Note: All times shown as Eastern Time (ET).

1.5 Pre-Proposal Conference/Site Visit

A NON-MANDATORY PRE-PROPOSAL CONFERENCE will be held virtually on March 31, 2026

at 11:00 AM ET. All proposers are encouraged to attend the PRE-PROPOSAL CONFERENCE

held via WebEx (meeting details provided below). The pre-proposal conference will include an

overview presentation of the RFP Scope, Schedule, and general process. Following the

presentation, prospective proposers can ask questions related to the RFP or the overall process.

Prospective Proposers are encouraged to submit written questions in advance. A summary of all

questions and answers will be posted as an addendum, located under the RFP number being

modified.

It is the Proposer's responsibility to ensure that all addenda have been reviewed and, if

required, signed and returned.

Meeting Details

Join from the meeting link

354-FN26-23 Pre-Proposal Conference

1.6 Proposal Questions

Upon review of the RFP documents, Vendors may have questions to clarify or interpret the RFP

in order to submit the best proposal possible. To accommodate the Proposal Questions process,

Vendors shall submit any such questions by the above due date. The Town will not entertain any

further questions after the due date. Written questions shall be emailed to

FinancialAuditRFP@carync.gov by the date and time specified above. Vendors should enter

“RFP #354-FN26-23: Questions” as the subject for the email. Question submittals should include

a reference to the applicable RFP section and be submitted in a format shown below:

Reference

RFP Section, Page Number

Vendor Question

Vendor question …?

Questions received prior to the submission deadline date, the Town’s response, and any

additional terms deemed necessary by the Town will be posted in the form of an addendum to

the North Carolina Electronic Vendor Portal (eVP), https://evp.nc.gov/solicitations, and shall

become an Addendum to this RFP. No information, instruction or advice provided orally or

informally by any Town personnel, whether made in response to a question or otherwise in

connection with this RFP, shall be considered authoritative or binding. Vendors shall rely only on

written material contained in an Addendum to this RFP.

1.7 Proposal Submission Requirements and Contact Information

Electronic responses ONLY will be accepted through the eVP website. Interested parties must be

logged in to submit proposals electronically. Registration information is available at NC Electronic

Vendor Portal evp.nc.gov (eVP). Proposals must be clearly marked with the name of the

submitting company, the RFP number, and RFP title. Proposers must submit one (1) electronic

version, submitted as a viewable and printable Adobe Portable Document File (PDF), on or before

the submittal due date and time provided in Section 1.4 . Submissions that do not comply with

the stated submission method will be deemed non-responsive.

The Town reserves the right to reject any or all proposals for any reason and to waive any

informality it deems in its best interest. Any requirements in the RFP that cannot be met must be

indicated in the proposal. Proposers must respond to the entire Request for Proposals (RFP). An

incomplete proposal may be eliminated from consideration at the discretion of Cary.

Proposals must follow the format as defined in Section 2 PROPOSALS.

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

Solicitation Number:	354-FN26-23
Project Title:	Independent Auditor to Provide External Auditing Service Addendum
Description:	Cary invites qualified independent auditors who have sufficient governmental accounting and auditing experience in performing an audit in accordance with the specifications outlined in this Request for Proposal. A non-mandatory pre-proposal conference is scheduled for March 31,2026 at 11:00AM ET. Please email the contact on file to request a link to the pre-proposal conference. Questions are due April 9,2026 at 5:00PM ET. Responses to Proposers questions are due April 14, 2026 at 5:00PM ET. Proposal Submissions Deadline are due April 28, 2026 at 5:00PM ET. Contract Award is due May,14,2026 at 3:00PM ET. Contract Effective Date is due by May 31,2026 ET.
Opening Date:	4/28/2026 5:00 PM
Posted Date:	3/27/2026
Status:	Open
Department:	TOWN OF CARY


Solicitation Number * 354-FN26-23	Department TOWN OF CARY	Status Reason Open
Opening Date 2026-04-28T17:00:00.0000000	Posted Date * 2026-03-26T20:17:45.0000000Z	Primary Commodity Code Agreements
Mandatory Conference/Site Visit — —	Special Instructions Please email contact for a link to the pre-proposal conference.	Solicitation Type * Select RFP IFB RFI
Owner Maria Romero
Description Cary invites qualified independent auditors who have sufficient governmental accounting and auditing experience in performing an audit in accordance with the specifications outlined in this Request for Proposal. A non-mandatory pre-proposal conference is scheduled for March 31,2026 at 11:00AM ET. Please email the contact on file to request a link to the pre-proposal conference. Questions are due April 9,2026 at 5:00PM ET. Responses to Proposers questions are due April 14, 2026 at 5:00PM ET. Proposal Submissions Deadline are due April 28, 2026 at 5:00PM ET. Contract Award is due May,14,2026 at 3:00PM ET. Contract Effective Date is due by May 31,2026 ET.