Financial Assessment, Governance Review, and Recovery Planning

The Jacksonville Transportation Authority is seeking an independent firm to assess its financial condition, review governance and internal controls, and develop a financial recovery roadmap, with a base-fee ceiling of $325,000.

Jacksonville Transportation Authority

General

Status:Open (open)

Solicitation Identifier:P-27-001

Due Date:Nov 23, 2026 07:00 PM

Posted Date:Nov 03, 2026 10:17 PM

Contract Period:1 year

Type:Request for Proposal (RFP)

Level:Local

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Original Solicitation Links

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P-27-001

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independent financial assessment, governance review, and financial recovery services

Contact

Name:George Barber

Email:gbarber@jtafla.com

Phone:+19046737385

Submission Instructions

Method:Online

Portal:https://procurement.opengov.com/portal/jtafla/projects/322048

Description

The Jacksonville Transportation Authority seeks an independent accounting, auditing, or financial advisory firm to assess its financial condition and the causes of financial deterioration; review governance, budgeting, reporting, and internal controls; and develop a practical financial recovery roadmap. The work includes analysis of financial records, targeted transaction testing, interviews, a financial deterioration timeline, and recommendations supported by evidence. The engagement is not a new financial-statement audit or a stand-alone forensic investigation; optional forensic or expanded compliance work requires separate written authorization. Deliverables include a work plan and risk assessment, interim briefings, a draft and final report, a prioritized corrective-action register, and editable financial models, including a 13-week cash-flow forecast and a financial outlook covering at least three fiscal years. The contract is for a one-year base term with no renewal option, beginning upon issuance of a Notice to Proceed. The base-services fee is capped at $325,000. Proposals must include three references demonstrating five years of relevant industry experience, key-staff qualifications, and the specified proposal forms and certifications.

Title	Date Posted
Bus Testing Certification	Nov 03, 2026 10:17 PM
Certification Regarding Lobbying	Nov 03, 2026 10:17 PM
Equal Opportunity Report Statement	Nov 03, 2026 10:17 PM
Litigation Disclosure Form	Nov 03, 2026 10:17 PM
Non-Collusion Proposal Certification	Nov 03, 2026 10:17 PM
Schedule of Subconsultants/Subcontractors	Nov 03, 2026 10:17 PM
Past Experience/Performance Reference Form	Nov 03, 2026 10:17 PM
Payment and Performance Bond Forms	Nov 03, 2026 10:17 PM
Sample Contract	Nov 03, 2026 10:17 PM
Proposed Contract Modification Form	Nov 03, 2026 10:17 PM
Proposer's Standard Assurance	Nov 03, 2026 10:17 PM
Confidentially and Nondisclosure Terms	Nov 03, 2026 10:17 PM
Debarment Certification	Nov 03, 2026 10:17 PM
E-Verify Requirement Affidavit Contractor under Section 448.095 FS	Nov 03, 2026 10:17 PM
E-Verify Requirement Affidavit Sub-Contractor under Section 448.095 FS	Nov 03, 2026 10:17 PM
Proposers List	Nov 03, 2026 10:17 PM
Payment and Performance Bond Forms	Nov 03, 2026 10:17 PM
Non Performance Acknowledgement	Nov 03, 2026 10:17 PM
Conflict of Interest Certification	Nov 03, 2026 10:17 PM
Proposed Contract Modification Form	Nov 03, 2026 10:17 PM
E-Verify Requirement Affidavit Contractor under Section 448.095 FS	Nov 03, 2026 10:17 PM
Acknowledgement of Receipt of Addenda	Nov 03, 2026 10:17 PM
Payment and Performance Bond Forms	Nov 03, 2026 10:17 PM
Certification of Redacted Copy	Nov 03, 2026 10:17 PM
Payment and Performance Bond Forms	Nov 03, 2026 10:17 PM
E-Verify Requirement Affidavit Subcontractor under Section 448.095 FS	Nov 03, 2026 10:17 PM
Intent to Perform	Nov 03, 2026 10:17 PM
Certification of Eligibility	Nov 03, 2026 10:17 PM
Payment and Performance Bond Forms	Nov 03, 2026 10:17 PM
Affidavit Regarding Labor and Services	Nov 03, 2026 10:17 PM
Independent_Financial_Assessment,_Governance_Review,_and_Financial_Recovery_Services.pdf	Nov 03, 2026 10:17 PM
Project Document	Nov 03, 2026 10:17 PM