Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, October 28 at 2:00 PM ET

Register Free →

Financial Instruments Valuation Specialist

Active
International

Contract Overview

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

AI Contract Overview

Show more

The Financial Instruments Valuation Specialist subcontract involves providing expert review and assessment of valuations for private market investments and complex financial instruments in support of Office of the Auditor General audit projects. The selected provider will be responsible for evaluating market data assumptions, reviewing financial models, designing specific audit procedures, and conducting sensitivity analyses using market data feeds and valuation models. All work must strictly adhere to the established OAG audit methodology to ensure the delivery of independent and accurate valuation assessment reports. This opportunity is issued by the Government of Canada for performance within Canada under NAICS code 541211. The contract is structured as a subcontract to support prime contractors engaged with the Office of the Auditor General. Interested parties should refer to the official procurement portal for further details regarding the submission process and requirements.

General Info

Subcontract for expert valuation review of financial instruments supporting Government of Canada audit projects.

Documents

This scope was carved out of 369/B.

The full solicitation package (12 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Ongoing Opportunity to Qualify - Audit and Related Services

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

Posted

subcontract

Response Deadline

Submission deadline

Response Deadline

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more
AgencyGovernment of Canada → Office of the Auditor General
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

Show more
Performs review and assessment of valuations for complex financial instruments and private market investments for prime contractors on Office of the Auditor General (OAG) audit projects. Reviews models, evaluates market data assumptions, designs audit procedures, and performs sensitivity analysis using financial valuation models and market data feeds. Adheres to OAG audit methodology. Delivers independent reports on valuation assessments.

Similar Contracts

Same NAICS industry code

NAICS: 541211
New
SLED
RFP 26-0108-5 Audit of Performance, Operations & Fiscal Condition of Chatham Area Transit Authority
Solicitation # 26-0108-5
Chatham County, Georgia, is soliciting proposals from certified public accounting firms licensed in Georgia to conduct an independent audit of the performance, operations, and fiscal position of the Chatham Area Transit Authority (CAT). The scope of work covers Fiscal Years 2024, 2025, and 2026, as well as the adopted budget for the fiscal year ending June 30, 2027. The selected firm will perform a comprehensive examination of financial records, funding sources, expenditures, payroll, procurement, and internal controls, with a specific focus on fixed route operations, para-transit services, ferry services, and municipal contracts. Key deliverables include an independent audit report, financial reconciliation of bank activity to the general ledger, and forensic testing designed to identify fraud, waste, abuse, or misappropriation. The contract will be awarded using a Competitive Sealed Proposal method to the responsible offeror deemed most advantageous to the County. Evaluation factors include the proposer's overall capability, technical competence, past performance on similar projects, financial stability, and commitment to Minority-Owned and Women-Owned Business Enterprises (MBE/WBE). Proposers must submit their qualifications and a fee proposal, including a base audit fee and separate pricing for optional services such as expanded fraud testing or expert testimony, by November 20, 2026. The selection process may involve an initial written evaluation followed by oral presentations for shortlisted candidates.
Chatham County

POSTED

about 22 hours ago

DEADLINE

in 29 days
View Details
NAICS: 541211
New
Federal
Request for Information -Public Accountant Contract Audit
Solicitation # F41999-27-Q-XXXX
The Air Force Services Center (AFSVC) is seeking professional independent auditing services to conduct Public Accountant Contract Audits (PACA) for various Nonappropriated Fund Instrumentalities (NAFIs). The primary objective is to ensure financial integrity, statutory compliance, and operational efficiency for morale, welfare, and recreation activities globally. Key focus areas include the AFSVC Shared Service Center, the Air Force Venture Gaming Program, Air Force Cadet Dining, and ad-hoc Commander's Special Interest Audits. All work must be performed in accordance with Government Auditing Standards (GAGAS) and Air Force instructions. The anticipated contract structure consists of a one-year base period with four one-year option periods. Pricing will be a hybrid model: annual financial statement and program-specific performance audits will be Firm-Fixed-Price, while special interest audits will be Time and Materials or Labor-Hour, and travel will be cost-reimbursable. Performance requires a mix of remote data analysis and mandatory on-site fieldwork at designated installations, with on-site visits limited to four weeks per audit. Contractors must adhere to strict security and compliance protocols, including obtaining DBIDS passes, possessing REAL ID for base access, and undergoing background investigations via the DISS database. Personnel requiring system access must have current cybersecurity certifications per DoDM 8140.03 and sign non-disclosure agreements. Deliverables include detailed audit plans, independent auditor reports, management letters on internal control deficiencies, and regular progress reports. All sensitive data must be handled through DoD-compliant repositories meeting NIST SP 800-171 standards.
FA9000 Af Naf Po

POSTED

1 day ago

DEADLINE

in about 8 hours
View Details
NAICS: 541211
New
Federal
Request for Information (RFI) – Audit Remediation Services
Solicitation # HHM402-27-X-AUDIT
The Virginia Contracting Activity, on behalf of the Defense Intelligence Agency, has issued a Sources Sought Notice under solicitation number HHM402-27-X-AUDIT to identify potential sources for Financial Audit Remediation Support Services. The primary objective is to assist the agency in achieving and sustaining an unmodified audit opinion by remediating auditor-identified findings, such as Notices of Findings and Recommendations, and developing corrective action plans to reduce the recurrence of findings. The scope includes improving the quality of audit response packages, supporting process modernization, and providing detailed documentation and reconciliations. Performance is expected to be on-site at DIA Headquarters in Washington DC, requiring personnel to operate within TS/SCI environments. The anticipated contract structure consists of a 12-month base period with four optional 12-month extension periods. Key personnel requirements include an Audit Remediation Technical Lead with a degree in accounting or finance, at least seven years of federal audit experience, and a CPA or CGFM credential. Performance will be monitored via a Quality Assurance Surveillance Plan, with specific metrics requiring a 90 percent acceptance rate for audit response packages and a recurrence rate of 5 percent or less for remediated findings. Interested small and large businesses must submit unclassified responses, limited to 20 pages, by October 23, 2026, at 4:00 PM ET.
Virginia Contracting Activity

POSTED

1 day ago

DEADLINE

in 8 days
View Details
NAICS: 541211
New
SLED
Professional Accounting Services
Solicitation # 27-004
Petersburg City Public Schools is soliciting proposals under RFP 27-004 for a qualified CPA or CPA-led consulting firm to provide comprehensive professional accounting services. The scope of work includes monthly and year-end close procedures, audit preparation and liaison, grant accounting for state and federal funds such as Title I, Title II, and IDEA, and the enhancement of internal controls and standard operating procedures. The selected firm will provide a combination of on-site and remote support to ensure compliance with federal Uniform Guidance and Virginia Department of Education reporting requirements. Key deliverables include monthly close packages due by the 15th of each month, audit-ready workpapers, and grant reimbursement packages. The contract features an initial one-year term with the option for four additional one-year renewals at the discretion of the School Board. Award selection is based on a multi-stage process evaluating professional qualifications and merit, with final pricing negotiated to be fair and reasonable. Proposals must be submitted by October 28, 2026, and must include a technical approach, firm qualifications, key personnel resumes, and at least three references. The contractor is required to undergo criminal background checks and maintain strict data confidentiality and security standards. Payments are issued within 30 days of receiving a correct invoice, and continued funding beyond the fiscal year is subject to School Board approval and appropriation.
Petersburg City Public Schools

POSTED

1 day ago

DEADLINE

in 6 days
View Details

More opportunities from Government of Canada → Office of the Auditor General

Same awarding agency

NAICS: 541219
International
Ongoing Opportunity to Qualify - Audit and Related Services
Solicitation # 369/B
The Office of the Auditor General of Canada is soliciting bids for Supply Arrangements (SAs) under solicitation number 369/B to provide Audit and Related Services (ARS) across Canada. This is an ongoing opportunity for qualification designed to refresh and maintain existing arrangements. The scope of work is divided into six specialized streams: Financial Audit, Data Analytics, Financial Instruments Audit and Related Consulting Services (including valuation and derivatives), Actuarial Services, Special Examination, and Information Technology and Systems Audit and Related Services. All work must be performed in accordance with Canadian Generally Accepted Auditing Standards, the Canadian Standard on Quality Management, and OAG audit methodology. Qualification is determined through a two-step process where suppliers must meet all mandatory technical evaluation criteria for their applied streams to be declared responsive. Key requirements include demonstrating specific past contract experience, such as completing four financial instrument valuation contracts valued over 30,000 dollars within five years. While individual resource qualifications are not part of the initial SA evaluation, minimum standards for Directors, Managers, and Senior Auditors are established for future bid solicitations. The Supply Arrangement has no defined end date and remains valid as long as it is advantageous to the government. Submissions must be sent electronically to the designated contracting authority in PDF or MS Word format.
Other Accounting Services

POSTED

28 days ago

DEADLINE

in about 73 years
View Details

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Miguel
Hillary
Keith Deutsch
Christine

Join 750+ contractors already using CLEATUS