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Fiscal & Financial Transition Services

Active
State & Local

Contract Overview

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The Fiscal and Financial Transition Services subcontract involves providing specialized financial restructuring and asset auditing for prime contractors working on Monterey County Office of Education projects. The primary objective is to establish a comprehensive financial framework for a new unified district by consolidating budgets, aligning fiscal responsibility standards, and auditing the assets of various elementary and high school districts. To qualify for this engagement, providers must possess Certified Public Accountant credentials or specialized expertise in school finance. The successful contractor is responsible for delivering a unified budget and consolidated financial reports to ensure a seamless transition. This project falls under NAICS code 541211 and is associated with the California Department of Education.

General Info

CPA-led financial restructuring and asset auditing for Monterey County Office of Education projects.

Agency

Education, California Department of

NAICS

541211 - Offices of Certified Public AccountantsView NAICS

Place of Performance

CA

Set-Aside

NONE

Documents

This scope was carved out of South Monterey County School Districts Reorganization and Unification.

The full solicitation package (3 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

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Timeline

Posted

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Organization & Contact Information

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AgencyEducation, California Department of
ContactsNo contacts available
OfficeN/A
Organization / Agency
Education, California Department of
Office AddressN/A
ContactsNo contact information available

Full Description

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Performs financial restructuring and asset auditing for prime contractors on Monterey County Office of Education projects. Consolidates budgets, aligns fiscal responsibility standards, and audits assets of elementary and high school districts to establish a financial framework for the new unified district. Requires Certified Public Accountant (CPA) or specialized school finance expertise. Delivers consolidated financial reports and a unified budget.

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