This Solicitation opportunity from Vermont was posted on December 30, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Financial Examinations, Analysis and Information System Review of Insurance Companies

Closed

61981State & Local

Submission Closed02/28/2025, 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

SLED

Professional Auditing Services

Solicitation # 2027-001-HR

The City of Sarasota is soliciting proposals from qualified certified public accountant firms to perform financial statement audits for the fiscal year ending September 30, 2027, and the two subsequent fiscal years. The selected auditor will be responsible for auditing all City funds in accordance with auditing standards generally accepted in the United States, Government Auditing Standards, Title 2 U.S. Code of Federal Regulations Part 200 (Uniform Guidance), and Chapter 10.550, Rules of the Auditor General for the State of Florida. The final deliverable is an unqualified auditor's report, with a final signed report due by March 1, 2028, for the initial audit cycle. Proposers must have at least three years of business experience, and key personnel must possess a minimum of three years of experience, specifically emphasizing work with municipalities. Proposals are evaluated by an Audit Committee using a points-based scoring method, which includes a pricing formula where the lowest bid receives maximum points. Required submissions include a digital PDF proposal limited to 150 pages, a separate electronic pricing proposal, and notarized affidavits regarding E-Verify compliance and prohibitions on contracting with entities from foreign countries of concern. The contract includes strict compliance requirements, including adherence to the Florida Civil Rights Act of 1992, WCAG 2.1 AA accessibility guidelines for public documents, and the use of the E-Verify system. Awarded firms must maintain insurance from carriers licensed by the State of Florida with a minimum A.M. Best rating of A Excellent, though Worker's Compensation may be rated B+ Good. The Director of Financial Administration serves as the principal contact for the engagement, and payment is issued via check following the submission of invoices and supporting documentation.

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Lead Financial and Compliance AuditorThe Lead Financial and Compliance Auditor subcontract involves performing comprehensive financial and compliance audits for prime contractors working on Housing Authority of Gloucester County projects. The selected auditor will be responsible for testing accounting records in accordance with GAAS, GAGAS, the Single Audit Act of 1984, and New Jersey state requirements, while also evaluating Capital Fund Grant Program closeouts according to HUD standards. The final deliverables for this engagement include a Management Letter and a Final Audit Report. To qualify for this role, candidates must possess a valid New Jersey Professional CPA License and provide an unqualified Peer Review report. The project is based in Deptford, New Jersey, and is categorized under NAICS code 541211. Interested parties must submit their responses by November 18, 2026.

Housing Authority of Gloucester County

POSTED

DEADLINE

PROFESSIONAL AUDIT SERVICES

Solicitation # 26-007

The Housing Authority of Gloucester County (HAGC) is soliciting proposals under solicitation number 26-007 for professional audit services to perform a financial and compliance audit of its financial statements for the fiscal year ending December 31, 2026. The selected auditor must conduct the engagement in accordance with Generally Accepted Auditing Standards, Government Auditing Standards, the Single Audit Act of 1984, and State of New Jersey requirements. Key deliverables include a management letter suggesting control improvements and the completion of entrance and exit conferences. The final audit report must be submitted to HAGC and HUD before the September 30, 2027 deadline. Proposals are due by November 18, 2026, and will be evaluated based on a 100-point system focusing on personnel qualifications (30 points), past engagements (25 points), the performance plan (20 points), cost (20 points), and proposal completeness (5 points). The award will be granted to the proposer deemed to be in the best interest of HAGC. Applicants must provide a comprehensive submission including an RFP Price Form with a not-to-exceed amount, New Jersey professional licenses, an unqualified Report of Peer Review from the last three years, and various state and federal certifications, including HUD-5369-C and non-collusion affidavits. The contract includes specific compliance requirements, such as adhering to HUD Minority and Women’s Business Enterprise Opportunity goals, which target 20 percent for minority-owned and 10 percent for women-owned businesses. Contractors must maintain professional and general liability as well as workers' compensation insurance and are prohibited from replacing key personnel without prior written approval from HAGC. All submissions must be delivered in sealed envelopes to the specified office in Deptford, New Jersey.

Housing Authority of Gloucester County

POSTED

DEADLINE

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Dmh104209 Financial Mgmt - Hcm Only Jrst11

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Quarterly Investment Reporting & BenchmarkingThe City of South Padre Island in Texas is seeking a subcontractor for Quarterly Investment Reporting and Benchmarking. The selected provider will be responsible for delivering detailed financial reporting and performance analysis for prime contractors managing City investment portfolio projects. Key deliverables include the production of quarterly investment portfolio reports, the tracking of average investment yields, and the execution of benchmarking analyses to compare these yields against current industry standards. Qualified candidates should ideally possess a CPA or CFA certification to ensure the technical accuracy of the financial analysis. This opportunity was posted on October 28, 2026, with a response deadline of December 1, 2026. All services must align with the specific reporting requirements outlined in the contract documentation.

City of South Padre Island

POSTED

1 day ago

DEADLINE

in about 1 month

AI Contract Overview

The Vermont Department of Financial Regulation is seeking to establish one or more contracts with qualified firms capable of providing comprehensive examination, analysis, information system review, and general accounting and auditing services tailored to both domestic and foreign insurance companies operating within Vermont. The scope of work requires a broad spectrum of financial and business expertise, including familiarity with insurance industry standards, accounting practices, reporting requirements, and compliance with the National Association of Insurance Commissioners (NAIC) standards, as well as Vermont’s specific insurance laws and regulations. The contracts are intended to support the Department’s regulatory functions by ensuring thorough and compliant financial oversight of insurance entities. The contracts resulting from this solicitation will have a duration of 24 months, with an estimated value ranging from $500,000 to $2,000,000. Interested firms are encouraged to respond by the deadline of February 28, 2025. The primary point of contact for this solicitation is Thomas Taylor, who can be reached via email or phone. This procurement is managed under the NAICS code 541211, reflecting the professional, scientific, and technical services sector, and is open through the Vermont Business Registry portal for further details and submission.

General Info

Agency

Vermont Department of Financial Regulation

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

VT, USA

Set-Aside

NONE

Documents

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AI Contract Breakdown

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Timeline

PhaseClosed

PostedDec 30

Solicitation

Response DeadlineFeb 28

Deadline has passed

Submission Closed

02/28/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyVermont Department of Financial Regulation

Contacts1 person available

OfficeN/A

Organization / Agency

Vermont Department of Financial Regulation

Office AddressN/A

Contacts

Thomas Taylor

contact@example.gov

+1 (555) 000-0000

Full Description

DFR is seeking to establish contracts with one or more firms competent to perform examinations, analysis, information system review, and/or general accounting and auditing services for domestic and foreign insurance companies for the Department. The nature of the work sought by the Department in this RFP requires a broad range of financial and business expertise. The performance of these duties requires expertise in the insurance industry, accounting and reporting, examination and analysis requirements and standards of the National Association of Insurance Commissioners (“NAIC”), and Vermont’s insurance laws and rules. 1.2. CONTRACT PERIOD: Contracts arising from this RFP will be for a period of 24 MONTHS with