This Government Contract 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.
Monthly Investment Compliance Audit Services
Contract Overview
Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.
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AI Contract Overview
The County of San Mateo is seeking a subcontractor to provide Monthly Investment Compliance Audit Services. The selected provider will be responsible for conducting monthly audits of the County's investment portfolio to verify CUSIP data, portfolio holdings, maturity limits, and issuer compliance, while ensuring all activities adhere to established investment policy guidelines. A critical requirement of this contract is the timely delivery of factual compliance reports, which must be submitted within four business days of the audit. Interested parties should note that the response deadline for this opportunity is January 17, 2025.
General Info
Place of Performance
CA, USASet-Aside
Documents
This scope was carved out of 1520025D002.
The full solicitation package (3 documents), including the RFP, is on the prime solicitation, not on this scope.
Investment Auditor for Compliance Review
AI Contract Breakdown
Uniform Contract FormatNo documents to break down
The breakdown needs solicitation documents. None were found from this contract's source.
Timeline
Submission Closed
Organization & Contact Information
Full Description
More opportunities from California → County of San Mateo
Same awarding agency
Earlier notices in this NAICS code
Posted before this notice, open and closed
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