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Investment Performance Auditing & GIPS Verification

Active

State & Local

Response Deadline09/24/2026, 06:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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This subcontract for the Ohio Bureau of Workers Compensation State Insurance Fund involves the independent verification of investment performance data for prime contractors. The selected provider will be responsible for auditing portfolio returns, verifying performance calculations, and issuing GIPS compliance certifications. These tasks must be executed using performance attribution software and established GIPS compliance frameworks to ensure accuracy and transparency. A critical requirement for this contract is that the provider must hold a GIPS certification issued by the CFA Institute. The primary deliverables include the GIPS Compliance Verification Report and the Annual Audit Report. Interested parties should note the response deadline of September 24, 2026, for this opportunity under NAICS code 541211.

General Info

GIPS certified provider verifies investment performance and audits returns for Ohio BWC.

Agency

Ohio → Bur Of Workers' CompensationView Agency

NAICS

541211 - Offices of Certified Public AccountantsView NAICS

Place of Performance

OH, USA

Set-Aside

NONE

Documents

This scope was carved out of RFP270183.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

RFP270183 Active US Aggregate Core Plus Fixed Income Investment Management Services

AI Contract Breakdown

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Timeline

PostedAug 31

subcontract

Response DeadlineSep 24

Submission deadline

Response Deadline

09/24/2026, 06:00:00 PM UTCin 21 days

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Organization & Contact Information

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AgencyOhio → Bur Of Workers' Compensation

ContactsNo contacts available

OfficeN/A

Organization / Agency

Ohio → Bur Of Workers' Compensation

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Office AddressN/A

ContactsNo contact information available

Full Description

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Performs independent verification of investment performance data for prime contractors managing the Ohio Bureau of Workers’ Compensation State Insurance Fund. Audits portfolio returns, verifies performance calculations, and issues GIPS compliance certifications using performance attribution software and GIPS compliance frameworks. Requires GIPS certification issued by the CFA Institute. Delivers the GIPS Compliance Verification Report and Annual Audit Report.

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