This Solicitation opportunity from California was posted on August 21, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Financial Advisor Services

Closed

459State & Local

Submission Closed09/23/2025, 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

International

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Maryland Transportation Authority

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DEADLINE

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.

Town of Middleborough

POSTED

DEADLINE

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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Compliance & File Maintenance Audit ServicesThe Compliance and File Maintenance Audit Services subcontract involves providing quality assurance, compliance monitoring, and file maintenance for workforce programs supporting prime contractors on WSB/ESD projects. The selected provider will be responsible for managing case and performance files to ensure they meet strict government audit standards, specifically requiring deep expertise in Uniform Guidance under 2 CFR 200 and 2 CFR 2900. Key deliverables include the production of comprehensive compliance reports and the maintenance of audit-ready client files. This opportunity is associated with Workforce Solutions Borderplex in Texas under NAICS code 541211. The solicitation was posted on October 27, 2026, with a response deadline set for December 2, 2026.

Workforce Solutions Borderplex

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Government Accounting and Fiscal Space ConsultantThe Government Accounting and Fiscal Space Consultant subcontract, issued by the Asian Infrastructure Investment Bank, focuses on the integration of concession proceeds into the government financial systems of Bangladesh for prime contractors on AIIB projects. The scope of work involves assessing budgetary and accounting recording processes for these proceeds and quantifying the available fiscal space after accounting for foregone toll revenue. The consultant is responsible for designing institutional arrangements for reinvestment programs and delivering a comprehensive Reinvestment Program Financing Analysis. This engagement is categorized under NAICS code 541211, with a response deadline set for November 16, 2026.

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Financial Literacy and Capital Access ServicesThe Financial Literacy and Capital Access Services subcontract, issued by the Department of Veterans Affairs Veterans Benefits Administration, focuses on providing specialized financial coaching for prime contractors working on VA VR&E projects. The selected provider will be responsible for delivering financial literacy training modules, identifying startup resource requirements, and facilitating connections between Veterans and various capital sources or financial institutions. To ensure high-quality delivery, the contractor is expected to utilize professional budgeting software and financial modeling tools, with a preference for personnel holding CPA or CFP certifications. Key deliverables for this engagement include the production of funding strategy documents and the execution of comprehensive training modules. The performance of these services is centered in Washington, DC. Interested parties must note that the response deadline for this opportunity is November 25, 2026, under NAICS code 541211.

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DEADLINE

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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POSTED

DEADLINE

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.

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DEADLINE

Construction Auditing Services – San Mateo Event Center Improvement Projects

Solicitation # 2027-RFP - Informal-00183

The County of San Mateo, through the County Executive's Office, is soliciting proposals under RFP No. 2027-RFP-Informal-00183 for a qualified independent certified construction auditing firm. The objective is to perform fast-track audits for four specific improvement projects at the San Mateo Event Center: the San Mateo County Resiliency Center (SMCRC), Cypress Restroom Project, RV Park Project, and CalOES Generator Project. The selected consultant will investigate financial accountability, identify potential overpayments or unsupported costs, and verify compliance with contractual requirements. The scope of work includes reviewing procurement records, bidding processes, payment applications, and change orders, with a requirement to complete the auditing services within 60 days. The resulting agreement will have a base term of one year and will be based on the County's standard contract template for agreements under 200,000 dollars. Key deliverables for each audit include an audit work plan, document request list, preliminary and final findings reports, a management response and resolution log, and supporting workpapers. Proposers must demonstrate at least four years of similar experience within the last seven years and must be registered with the System for Award Management (SAM). Proposals are due by November 2, 2026, and will be evaluated on a points-based system, with the County reserving the right to interview top-scoring firms before making a final selection.

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POSTED

DEADLINE

Specialized Audit Support (529 and ABLE Program Expertise)This subcontract opportunity with the State Board of Administration in Florida seeks a qualified firm to provide specialized accounting and audit support for prime contractors working on Florida Prepaid College Board projects. The selected provider will be responsible for reviewing financial statements to ensure strict compliance with Sections 529 and 529A of the Internal Revenue Code, while also assisting in the auditing of governmental pension plans. All work must be performed in accordance with GAAS and GAGAS standards, with final deliverables including technical audit workpapers, compliance reports, and supporting schedules. Eligible candidates must employ Certified Public Accountants with proven experience in governmental and nonprofit audits. This procurement falls under NAICS code 541211 and has a response deadline of April 30, 2027. Interested parties can find further details through the MyFloridaMarketplace vendor portal.

State Board of Administration

POSTED

2 days ago

DEADLINE

in 6 months

AI Contract Overview

The City of Santa Monica is inviting qualified firms to submit proposals to serve as its Financial Advisor, providing a comprehensive range of services typically offered to governmental entities. The contract aims to support the City in managing various financial issues, ensuring expert guidance on fiscal strategies, debt management, and financial planning. The solicitation, identified as number 459, was posted on August 21, 2025, with a deadline for responses set for September 23, 2025. The contract size is estimated to range between $500,000 and $2,000,000, reflecting the scope and importance of the advisory services required. Interested firms can find additional details and submit their proposals through the designated procurement portal, with Kellee Mac Donald serving as the primary contact for inquiries. This opportunity is part of the City’s efforts to engage experienced financial professionals to support its fiscal health and strategic financial initiatives within California.

General Info

Agency

California → Finance Department

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

CA, USA

Set-Aside

NONE

Documents

City of Fort Lauderdale General Conditions for Procurement

general-conditions

High

City of Santa Monica Financial Advisor Services RFP 2025

rfp

High

Event 459 Emergency Generator Maintenance/Inspection RFQ

rfq

High

Exhibit 1 Shop Insulation Attachments

specifications

High

ITB 459 Lauderdale Memorial Park Cemetery Workshop Insulation Replacement

itb

High

Professional Services Agreement Template - City of Santa Monica

9 pages · contract-document

High

Proposer RFP Checklist

1 page · checklist

High

Signature Page for RFQ August 2020

rfq-signature-page

High

Solicitation Instructions Idaho Division of Purchasing Jan 2017

solicitation-instructions

High

Standard Terms and Conditions May 2021

contract-terms-and-conditions

High

Insurance Requirements for Idaho State Contract 2023

1 page · other

Low

Professional Services Agreement Insurance Requirements Template

3 pages · other

Low

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

6 updates

PhaseClosed

PostedSep 18

Solicitation

Notice updatedJul 9

Response deadline changed from Sep 11, 2024 to Aug 6, 2024. The notice title changed. NAICS code added: 221310. The notice description changed.

Notice updatedAug 1

Response deadline changed from Aug 6, 2024 to Aug 14, 2024. The notice title changed. NAICS code changed from 221310 to 334519. The notice description changed.

Notice updatedSep 3

Response deadline changed from Aug 14, 2024 to Sep 6, 2024. The notice title changed. NAICS code changed from 334519 to 522110. The notice description changed.

Notice updatedApr 9

Response deadline changed from Sep 6, 2024 to Apr 25, 2025. The notice title changed. NAICS code changed from 522110 to 238190. The notice description changed. The point of contact changed.

Notice updatedJul 21

Response deadline changed from Apr 25, 2025 to Aug 4, 2025. The notice title changed. NAICS code changed from 238190 to 238290. The notice description changed. The point of contact changed.

Notice updatedAug 21

Response deadline changed from Aug 4, 2025 to Sep 23, 2025. The notice title changed. NAICS code changed from 238290 to 541211. The notice description changed. The point of contact changed.

Response DeadlineSep 23

Deadline has passed

Submission Closed

09/23/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → Finance Department

Contacts1 person available

OfficeN/A

Organization / AgencyCalifornia → Finance Department

Office AddressN/A

Contacts

Kellee Mac Donald

contact@example.gov

+1 (555) 000-0000

Full Description

The City of Santa Monica (the “City”) is seeking proposals from qualified firms to serve as the City’s Financial Advisor for a broad range of issues that covers the full spectrum of services customarily provided to governmental entities by financial advisors. 