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

Financial Advisor

Closed
2125338State & 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
SLED
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.
County Executive's Office

POSTED

1 day ago

DEADLINE

in 5 days

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The Erie County Fiscal Stability Authority (ECFSA) is issuing a request for proposals from qualified financial advisors to provide expert guidance on various financial matters. The selected advisor will assist with analyzing financial issues, developing schedules for debt issuance, monitoring market conditions, and evaluating financing proposals. The contract is set for a three-year period, with proposals due by September 5, 2025, at 4:00 pm, and can be submitted to the ECFSA office in Buffalo, NY. The contract falls under the NAICS code 541211 and is valued between $50,000 and $200,000. Notably, this procurement is not set aside for service-disabled veteran-owned businesses, and no entities have previously held a similar contract within the past five years. Interested parties can obtain further details through the ECFSA website or by contacting Kenneth Vetter via email. The procurement process emphasizes selecting a capable financial advisor to support Erie County’s fiscal stability efforts, with the primary point of contact being Susan Pawlik, the Office Manager. The contract aims to enhance the county’s financial planning and management through expert advisory services over the specified three-year term.

General Info

Agency

New York → Erie County Fiscal Stability Authority

Place of Performance

NY, USA

Set-Aside

NONE

Documents

1

RFP for Financial Advisor - Erie County Fiscal Stability Authority 2025

PDF, High priority: read this firstrfp
High

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyNew York → Erie County Fiscal Stability Authority
Contacts1 person available
OfficeN/A
Organization / Agency
New York → Erie County Fiscal Stability Authority
Office AddressN/A
Contacts
Susan PawlikOffice Manager

Full Description

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Erie County Fiscal Stability Authority 295 Main St. Suite 946 Buffalo, NY 14203 +1 (555) 000-0000 www.ecfsa.ny.gov   REQUEST FOR PROPOSAL FINANCIAL ADVISOR The ECFSA is seeking proposals from experienced and qualified financial advisors.  The Authority seeks advice and assistance regarding the following services: Analyzing financial issues or options; assist in developing timetables for various debt issuances; monitoring market conditions; review and evaluation of various financing proposals.  The contract is for a three-year term.  Further information about this RFP can be obtained from the Request for Proposal section of the Authority’s website at www.ecfsa.ny.gov or by contacting Kenneth Vetter via email at contact@example.gov.  Sealed proposals will be received at: ECFSA 295 Main St, Suite 946 Buffalo NY 14203 until 4:00 pm on September 5, 2025. Service-Disabled Veteran-Owned Set Aside: No Due date:09/05/2025 4:00 PM Contract term: 3 Years County(ies): Erie Business entities awarded an identical or substantially similar procurement contract within the past five years: None

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