This Solicitation opportunity from Texas was posted on January 8, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Actuarial Audit Services RFP

Closed

24-19173-001State & Local

Submission Closed02/27/2025, 12:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

Active Opportunities Like This One

NAICS: 541211

New

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Annual External Financial Audit Services

Solicitation # RFP27-0006

The City of Orlando is soliciting proposals under RFP27-0006 for Annual External Financial Audit Services to support its financial reporting and compliance requirements. The selected contractor will be responsible for performing interim and final fieldwork, reviewing the Annual Financial Report per Florida Statutes Section 218.32, and issuing reports on financial statements in conformity with U.S. GAAP. Key deliverables include reports on internal control over financial reporting and compliance with OMB 2 CFR Part 200, Government Auditing Standards, and the Rules of the Auditor General of the State of Florida. The auditor may also be required to present the Annual Comprehensive Financial Report to the City Council and attend four to five Audit Board meetings annually. The contract is set for an initial term of 36 months. Award selection is based on a points-based scoring system totaling 100 points, with the lowest accumulated rank points determining the winner. Proposers must submit a fixed-fee price proposal and provide evidence of professional liability insurance with minimum limits of $1,000,000. All submissions must be made electronically via the OpenGov e-Procurement Portal by the December 7, 2026, deadline. Required documentation includes certifications regarding conflicts of interest, human trafficking, and business experience, as well as an affirmative statement of independence from the City.

Accounting and Control

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Annual Financial Auditing ServicesThe Dutchess County Soil and Water Conservation District is seeking a qualified CPA firm to provide annual financial auditing services for prime contractors. The selected subcontractor will be responsible for conducting a comprehensive audit of calendar year financial records in strict accordance with Generally Accepted Accounting Principles. This process requires close collaboration with the organization's Bookkeeper and Executive Director and the utilization of professional accounting software to ensure accuracy and compliance. The final deliverable for this engagement is a detailed written audit report that outlines the findings, the methodology employed during the review, and all underlying assumptions. Interested parties must submit their responses by November 19, 2026, under NAICS code 541211.

Dutchess County Soil & Water Conservation District

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Corporate Finance and Accounting PersonnelThis subcontract for the Transportation Investment Corporation in British Columbia involves the provision of temporary financial professionals to support prime contractors on capital project accounting. The scope of work encompasses corporate accounting, budget management, financial tracking, and general finance clerical duties. The contract specifically requires the delivery of Budget Managers, Corporate Accountants, and Finance Clerks. To ensure professional standards and security, all personnel assigned to manager and accountant roles must hold a CPA designation or equivalent qualifications. Additionally, all staff are required to pass criminal record checks. The solicitation was posted on October 27, 2026, with a response deadline of November 24, 2026.

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Specialized Financial Reporting & QA/QC ConsultingThis subcontract for Specialized Financial Reporting and QA/QC Consulting supports the Maryland Transportation Authority by providing quality assurance and financial reporting for prime contractors managing debt collection projects. The selected provider will be responsible for developing and executing QA/QC plans, performing financial audits of collected funds, and producing Monthly Collection Agency Statements using specialized financial reporting software and data analysis tools. Key deliverables include the submission of monthly reports and detailed QA/QC audit logs. The opportunity is categorized under NAICS code 541211, with a response deadline set for December 15, 2026.

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Municipal Indirect Cost Study & Methodology ConsultantThe Town of Middleborough is seeking a consultant for a Municipal Indirect Cost Study and Methodology project. The selected subcontractor will perform a comprehensive financial study for prime contractors on municipal projects, specifically focusing on reviewing current cost allocation practices and analyzing financial data. The primary objective is to determine actual indirect costs for the Water, Wastewater, and Sanitation enterprise funds to develop a sustainable allocation methodology. This engagement requires specialized expertise in government cost accounting and municipal finance. The project will culminate in the delivery of a final report detailing the recommended cost allocation methodology. Interested parties must respond by November 24, 2026, for work to be performed in Middleborough, Massachusetts.

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Proposal Evaluation and Financial Analysis ServicesThe Proposal Evaluation and Financial Analysis Services subcontract, issued by the California Public Works agency, involves providing technical and financial analysis for prime contractor proposals on City municipal projects. The selected provider will be responsible for conducting compliance reviews, developing scoring materials, creating comparison matrices, and performing detailed cost analyses to determine potential refuse rate impacts. To qualify, the contractor must possess a CPA or CPPO/CPPS certification and utilize professional financial modeling tools. The primary deliverables for this engagement include a comprehensive proposal comparison matrix, a detailed cost analysis report, and a formal written evaluation report. Interested parties must submit their responses by December 1, 2026, in accordance with the solicitation posted on October 27, 2026. This opportunity falls under NAICS code 541211, focusing on specialized accounting and financial analysis services.

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SHS Audit Process and Financial Settlement ServicesThe SHS Audit Process and Financial Settlement Services subcontract involves performing detailed financial audits of SHS providers for prime contractors on HCPF projects. The selected provider is responsible for developing and updating the SHS Audit Process and Plan, reviewing provider salaries, benefits, and financial data, and calculating final settlement amounts for up to 178 providers. All work must be performed in accordance with CMS approved methodology. To qualify for this engagement, the contractor must hold a CPA certification. Key deliverables include the Annual Audit Process and Plan and the Final Settlement Amounts for each provider. This opportunity is associated with NAICS code 541211 and is managed under the HCPF Executive Director's Office in Colorado.

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Agricultural Financial Recovery ConsultantThe Agricultural Financial Recovery Consultant subcontract supports the Government of Canada's Department of Agriculture and Agri-Food by providing specialized financial analysis and recovery planning for prime contractors. The primary objective is to develop comprehensive Farmer Recovery Plans and financial context briefs intended for mediators to facilitate the Farm Debt Mediation Act process. Successful delivery of these services requires deep expertise in agricultural finance and a valid Reliability Status security clearance. The work is performed in Saskatchewan, with a response deadline for the opportunity set for December 8, 2026.

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Federal Tax Credit Compliance ConsultantThe Federal Tax Credit Compliance Consultant subcontract involves providing specialized regulatory analysis for prime contractors working on South Carolina Department of Revenue projects. The selected consultant will be responsible for developing financial reporting and application requirements that align with federal standards, specifically focusing on ensuring that Scholarship Granting Organizations meet the operational requirements set forth in Section 25F(d). This role requires deep expertise in regulations established by the US Department of the Treasury and the Department of Education to deliver comprehensive compliance frameworks and certification reports. This opportunity is categorized under NAICS code 541211 and is associated with the South Carolina Department of Revenue. Interested parties should note that the response deadline is November 9, 2026, with the solicitation having been posted on October 27, 2026.

Department Of Revenue

POSTED

1 day ago

DEADLINE

in 12 days

AI Contract Overview

The Employees Retirement System of Texas (ERS) is seeking proposals for an actuarial audit service through a Request for Proposals (RFP). The objective is to engage a qualified firm to review and ensure the accuracy and reliability of the work conducted by ERS’ insurance actuary. This review is crucial to maintain the best interests of ERS, its members, and the State of Texas. Respondents must adhere strictly to the RFP requirements and meet the Minimum Requirements outlined in the Respondent Questionnaire's Section B to be considered for the contract. The performance period for the contract is anticipated to commence upon execution, which is expected in July 2025, and will extend through May 31, 2027. While the specific place of performance isn't explicitly stated, it will likely involve activities related to ERS' operations, presumably headquartered in Austin, Texas. Interested parties must create a profile on ERS' e-procurement portal, Bonfire, to access the RFP documents, submit proposals, and communicate any questions. Proposals must be submitted by February 20, 2025, at 10:00 a.m. Central Time. ERS retains the right to reject non-compliant proposals and is not legally bound to award a contract solely based on the RFP issuance.

General Info

ERS seeks proposals for actuarial audit services; contract from July 2025 to May 2027.

Agency

Texas → Employees Retirement System

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

TX, USA

Set-Aside

NONE

Documents

Actuarial Audit Services RFP Questions and Answers - ERS Texas

q-and-a

High

Amendment Summary of Changes - Actuarial Audit Services RFP No. 24-19173-001

amendment

High

RFP 24-19173-001 Actuarial Audit Services First Amended

rfp

High

RFP 24-19173-001 Actuarial Audit Services for Employees Retirement System of Texas

rfp

High

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

PhaseClosed

PostedJan 8

Solicitation

Response DeadlineFeb 27

Deadline has passed

Submission Closed

02/27/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyTexas → Employees Retirement System

Contacts1 person available

OfficeN/A

Organization / AgencyTexas → Employees Retirement System

Office AddressN/A

Contacts

David Torres

contact@example.gov

+1 (555) 000-0000

Full Description

EMPLOYEESRETIREMENT SYSTEM OF TEXASREQUEST FORPROPOSALS FOR ACTUARIAL AUDIT SERVICES SOLICITATIONNO. 24-19173-001NIGP CODE: 946-12,946-20 FIRSTAMENDED February 19, 2025 The Employees Retirement System of Texas (ERS) has issued a FirstAmended Request for Proposals (RFP) seeking a qualified firm (Respondent) toprovide actuarial audit services to review the work of ERS’ insurance actuary.Respondent shall provide the level of services required in the RFP and meetother requirements that are in the best interests of ERS, its members, and thestate of Texas (State). Respondent shall be required to execute a contract(Contract) provided by, and satisfactory to, ERS for a period that begins upon executionof the Contract by ERS and is anticipated to extend through May 31, 2027,subject to the terms of the Contract. It is anticipated the Contract will beexecuted in July 2025. To download the RFP submit questions and/or a Proposal,prospective Respondents must first create a profile in Bonfire (ERS’ e-procurement portal located at erstexas.bonfirehub.com),which operates best on the latest versions of Microsoft Edge, Google Chrome,and Mozilla Firefox. Browser cookies must be enabled when accessing Bonfire.Note that Respondent’s primary contact must create a Bonfire profile (with theactual contact person’s email address) and download the RFP documents in orderto send and receive messages via Bonfire. Questions were accepted via Bonfire until January 22, 2025 at 4:00 p.m. Central Time(CT). Answers to questions were posted to Bonfire and ESBD onFebruary 5, 2025. The RFP was amended on February 19, 2025 to extend the Proposalsubmission deadline. The new deadline tosubmit a Proposal via electronic submission on Bonfire is February 27, 2025 at10:00 a.m. CT. To be eligible for consideration, Respondent is required tosubmit its Proposal in accordance with the instructions set forth in the RFP.Respondents must meet the Minimum Requirements set forth in Section B of theRespondent Questionnaire (Appendix G). All Proposal materials shall bereceived by ERS via Bonfire no later than February 27, 2025at 10:00 a.m. CT. ERS reserves the right to rebid the RFP if deemed by ERS to be in thebest interests of ERS, its members, and/or the State. ERS also reserves theright to reject any Proposal submitted that does not fully comply with theRFP’s instructions and criteria. ERS is under no legal requirement to execute aContract on the basis of this notice or upon issuance of the RFP and will notpay any costs incurred by any Respondent in connection with the preparation ofa Proposal. ERS also reserves the right to revise any provisions set forth inthe RFP at any time prior to execution of a Contract where ERS deems it to bein the best interests of ERS, its members, and/or the State. Any general questions should be sent to ERS’ point of contact, DavidTorres, Procurement Specialist, via Bonfire or contact@example.gov’ mailing address is P.O. Box 13207, Austin, Texas 78711-3207.