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This Solicitation opportunity from California was posted on May 20, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Independent Financial Statement Auditor

Closed
2025-9427State & Local

Contract Overview

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

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NAICS: 541219
New
SLED
RFQ - ARBITRAGE REBATE CALCULATION AND ANALYSIS SERVICES
Solicitation # 13362
The County of San Diego, Chief Financial Office, is soliciting quotes under RFQ 13362 for arbitrage rebate calculation and analysis services. The selected contractor will be responsible for monitoring tax-exempt long-term obligations, including certificates of participation, lease revenue bonds, and various tax allocation and special tax revenue bonds. Key deliverables include the production of annual arbitrage reports and accurate calculations performed in accordance with Internal Revenue Codes and United States Treasury Regulations. The contract features an initial term from December 1, 2026, to December 31, 2027, with four optional one-year extension periods through December 31, 2031. The County will award the contract based on best value, evaluating technical merit, total cost, cultural competency, and sustainability impacts. Applicants must submit their quotes by November 23, 2026, primarily via the BuyNet portal, ensuring the response does not exceed twenty pages. Required documentation includes a cost/price exhibit, a signed representations and certifications form, and evidence of experience with at least three large governmental clients. The contractor must adhere to strict compliance standards, including Board policies on artificial intelligence and fraudulent conduct, and maintain high professional standards. Payment is processed monthly within thirty days of receiving a correct, substantiated invoice.
San Diego County

POSTED

4 days ago

DEADLINE

in 26 days

AI Contract Overview

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CalPERS is seeking qualified firms to serve as its independent financial statement auditors for its basic financial statements. The contract, titled "Independent Financial Statement Auditor," is part of a solicitation process with the goal of selecting a firm capable of providing comprehensive audit services. The solicitation was posted on May 20, 2025, with a deadline for responses set for July 7, 2025. The project falls under NAICS code 541219 and is classified as a service for local government entities, specifically the California Public Employees Retirement System. The contract value is estimated to range between $500,000 and $2,000,000, reflecting the scope and importance of the audit services required. Interested firms can access the detailed solicitation documents through the CalPERS website under the bid opportunities section. For inquiries or further communication, Jasmine Esparza serves as the primary contact via email. The contract aims to ensure the integrity and transparency of CalPERS' financial reporting, supporting its mission to provide retirement benefits and related services to California public employees.

General Info

Agency

California → Public Employees Retirement

Place of Performance

CA, USA

Set-Aside

NONE

Documents

0

No documents available

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Timeline

1 update
PhaseClosed
Posted

Solicitation

Notice updated

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Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Public Employees Retirement
Contacts1 person available
OfficeN/A
Organization / Agency
California → Public Employees Retirement
Office AddressN/A
Contacts
Jasmine Esparza

Full Description

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The California Public Employees' Retirement System (CalPERS) is soliciting bids from qualified firms to perform audits, as the Board's independent financial statement auditor of ERS basic financial statements.\
Contact Information:
CalPERS Contracts Admin mailbox contact@example.gov
If you would like to download a copy of the solicitation documents, please visit our Available Business Opportunities section on the ERS website at: https://www.calpers.ca.gov/page/about/doing-business-with-calpers/bid-opportunities

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Keith Deutsch
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