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This Solicitation opportunity from North Carolina was posted on August 22, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Death Match Audit Services RFP - Monthly Deceased Payee Matching Solution

Closed
Doc1160784587State & Local

Contract Overview

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

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NAICS: 541211
New
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DEADLINE

in about 1 month
NAICS: 541211
New
SLED
Financial Auditing Services
Solicitation # 2140313
The Dutchess County Soil and Water Conservation District is soliciting proposals from qualified CPA firms to provide annual financial auditing services for the 2026 calendar year. The scope of work requires a complete audit of financial records from January through December 2026, conducted in accordance with generally accepted accounting methods and principles. The selected firm will collaborate with the District's Executive Director and Bookkeeper to produce a written audit report summarizing findings, methodology, and assumptions, which must be submitted by May 1, 2027. The contract is for an initial one-year term commencing around January 1, 2027, with the District reserving the option to extend for two additional one-year terms. Proposals must be received by 2:00 PM on November 17, 2026, and must include one original, two copies, and one electronic PDF copy. Required documentation includes a transmittal letter, firm background, a cost proposal offering hourly, lump sum, and not-to-exceed pricing, and completed CS-1 and CS-2 forms. Evaluation will be based on the firm's experience, audit plan, personnel, references, and proposed cost. Awardees must provide insurance certificates and a current IRS W-9 before execution and payment. The contract is subject to available appropriations, and all resulting work products will remain the property of the District.
Dutchess County Soil & Water Conservation District

POSTED

about 16 hours ago

DEADLINE

in 21 days

AI Contract Overview

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The contract seeks qualified vendors to provide death match audit services for the North Carolina Treasurer's Office, aimed at identifying deceased individuals among the agency's payees. Vendors will receive monthly data files containing potential payees from RSD, which must be securely transmitted and matched against authoritative sources such as the Social Security Death Master File and State Vital Records. The goal is to detect payees who are deceased but whose deaths have not been reported to RSD, thereby helping the agency maintain accurate and up-to-date records. The project is valued between $500,000 and $2,000,000, with a response deadline of September 19, 2024. The primary contact for this solicitation is Elizabeth Cass, Treasurer, and additional details can be accessed through the provided link.

General Info

Place of Performance

NC, USA

Set-Aside

NONE

Documents

1

RFP 07-2024-IT001: Death Match Audit Services

PDF, High priority: read this firstrfp
High

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PhaseClosed
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Organization & Contact Information

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AgencyNorth Carolina Treasurer
Contacts1 person available
OfficeN/A
Organization / AgencyNorth Carolina Treasurer
Office AddressN/A
Contacts
Elizabeth CassTreasurer

Full Description

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The purpose of this RFP is to solicit offers from qualified Vendors for the procurement of death match audit services for RSD. The Vendor proposed death match audit services will consist of a monthly data file of potential payees to be submitted by RSD to the awarded Vendor via a secure form of data transfer to be matched against sources including but not limited to the Social Security Death Master File (DMF) and State Vital Records (or similar office). Vendor’s proposed death match audit services shall provide matches of deceased persons within RSD provided payee data that will be reported back to RSD showing any payees who are, or may be identified as, deceased, but whose deaths have otherwise not been reported to RSD.

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