This Solicitation opportunity from California was posted on December 16, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Auditor for Compliance Review

Closed

1520025D002State & Local

Submission Closed01/17/2025, 12:00:00 AM UTC

Contract Overview

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

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NAICS: 541211

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AI Contract Overview

The County of San Mateo's Treasurer Program manages the receipt, custody, and investment of funds across various entities including county departments, schools, cities, and special districts. Its primary goals are to safeguard principal, ensure sufficient liquidity to meet ongoing financial obligations, and achieve a reasonable return on investments. To support these objectives, the Treasurer’s Office is seeking proposals from qualified investment auditors capable of providing independent compliance reviews of the county’s investment portfolio. The selected consultant will perform month-end portfolio reviews to verify adherence to the county’s investment policies, leveraging extensive industry knowledge and familiarity with the county’s specific investment pool and procedures. The contract is anticipated to commence in April 2025 and extend through June 2028, with an option for renewal for up to two additional years, contingent upon negotiations. Respondents must demonstrate their capability to deliver the required services promptly, ideally starting on or near April 1, 2025, and must submit a single proposal, though they may participate in multiple submissions. The project budget ranges from $50,000 to $200,000, and interested parties can find further details and submit proposals through the designated procurement portal. The County emphasizes the importance of experience, local availability of resources, and a thorough understanding of the county’s investment policies to ensure effective oversight and compliance.

General Info

Agency

California → County of San Mateo

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

CA, USA

Set-Aside

NONE

Documents

RFP - Informal No. 1520025D002: Investment Auditor for Compliance Review

rfp

High

Attachment I - Rehabilitation Act 504 Assurance

other

Low

County of San Mateo Standard Contract Sample

contract-document

Low

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedDec 16

Solicitation

Response DeadlineJan 17

Deadline has passed

Submission Closed

01/17/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → County of San Mateo

Contacts1 person available

OfficeN/A

Organization / AgencyCalifornia → County of San Mateo

Office AddressN/A

Contacts

Jennifer Tran

contact@example.gov

+1 (555) 000-0000

Full Description

The Treasurer Program is responsible for the receipt, custody, and investment of all monies placed in the County treasury for all County departments, schools, cities and special districts. Moreover, this division oversees all banking operations and the County Investment Pool. The primary objective of this division is to preserve principal, consistently maintain sufficient liquidity to meet the financial needs of the County at all times and earn a reasonable rate of return.The Treasurer's Office seeks by way of this request for proposal (RFP) to obtain competitive proposals from all qualified/experienced investment auditors who have knowledge and expertise with providing investment compliance auditing services, or similar services indicated and can serve as a consultant for the San Mateo County Treasurer’s Office. Specifically, the consultant will provide an independent and objective review of month-end portfolio holdings to ensure investments are always in compliance with our investment policy for the Treasurer’s Office. The service provider must have the best understanding of the Treasurer’s investment pool and policy, prior extensive experience and history with our portfolio, and deep understanding of the industry for the best interest of the County and the Treasurer’s Office.Agencies or individuals must be able to show that they are capable of performing the services requested. Such evidence includes, but is not limited to, the respondent's demonstrated competency and experience in delivering services of a similar scope and type and local availability of the respondent’s personnel and equipment resources.The tentative target start date and term for the proposed services is April 2025 through June 2028 with an option to renew for two (2) additional years, subject to negotiation of a final agreement. Respondents must demonstrate the ability to provide services beginning on April 1, 2025, or within reasonable time given start-up needs that are well justified in their quote.Respondents should submit only one quote but may be a participant on more than one response.