This Solicitation opportunity from Michigan was posted on May 23, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Municipal Financial Advisor

Closed

RFP-FA-2025State & Local

Submission Closed06/09/2025, 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

New

International

External Financial Audit and Assurance ServicesSchool District 38 Richmond is seeking a subcontractor to provide External Financial Audit and Assurance Services for prime contractors on its projects. The selected provider will be responsible for conducting full year-end financial statement audits, preparing official Audit Reports for the Audit Committee and the Office of the Auditor General of British Columbia, and issuing Management Letters that identify internal control weaknesses. To qualify for this engagement, the service provider must hold a CPA designation and maintain at least 2 million dollars in Commercial General Liability insurance. The contract requires the delivery of a final Annual Audit Report and a corresponding Management Letter. Interested parties must submit their responses by November 27, 2026.

School District 38 Richmond

POSTED

DEADLINE

RFP#2026-1716 - Financial Statement Audit Services

Solicitation # 2026-1716

School District 38 Richmond is soliciting proposals for Financial Statement Audit Services under RFP 2026-1716. The contract is designed for an initial term of three years with two optional one-year extensions. The selected contractor will be responsible for performing audits in accordance with generally accepted auditing standards, Canadian assurance standards, and Canadian Public Sector Accounting Standards, while adhering to the Budget Transparency and Accountability Act of British Columbia. Key deliverables include an audit report for the Audit Committee and the Office of the Auditor General of British Columbia, a management letter identifying internal weaknesses and recommendations, and specific assurances regarding supplemental financial information. Proposals must be submitted electronically to purchasing@sd38.bc.ca by November 27, 2026, at 2:00 PM Pacific. Mandatory submission documents include a completed questionnaire, a Proponent Acceptance Form, a Conflict of Interest/Full Disclosure form, and a detailed cost proposal in Canadian dollars. Award decisions will not be based solely on the lowest price but will emphasize the quality of the audit team and the proposed strategy. The successful contractor must maintain Commercial General Liability insurance of at least 2 million dollars and comply with strict safety and security protocols, including potential criminal records checks for personnel accessing district property. Cindy Wang, Secretary-Treasurer, serves as the sole authorized representative for this procurement.

School District 38 Richmond

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DEADLINE

Interim Chief Financial Officer (CFO) ConsultingThis subcontract for Interim Chief Financial Officer Consulting provides executive-level financial leadership and transitional management for prime contractors working on Charlotte-Mecklenburg Schools projects in North Carolina. The selected provider will be responsible for delivering executive financial oversight, leading weekly finance executive workflow meetings, and coordinating priorities for the finance team. Key deliverables include the provision of guidance on internal controls and governmental accounting, as well as the submission of weekly status reports. Qualified candidates must possess a CPA certificate and demonstrate comprehensive knowledge of Federal Uniform Guidance under 2 C.F.R. Part 200. The opportunity was posted on October 22, 2026, with a response deadline of November 3, 2026. The services fall under NAICS code 541211, focusing on specialized accounting and financial management leadership.

Charlotte/mecklenburg Schools

POSTED

DEADLINE

RFI # 163-10222026TB - Financial Consulting Services

Solicitation # 163-10222026TB

Charlotte-Mecklenburg Schools is soliciting proposals for an Agency Specific Term Contract to obtain transitional financial consulting services. The primary objective is to backfill the roles of Chief Financial Officer and Assistant Financial Officer of Budget to maintain fiscal integrity, protect the budget, and support staff. Key deliverables include technical support for the FY 2027–28 budget development, operational management of allotments and leveling, and professional guidance on governmental accounting and internal controls. Personnel assigned to these roles must hold applicable certifications, specifically including Certified Public Accounting (CPA) certificates. The contract structure includes an initial four-month period from November 2026 through February 2027, with an optional five-month extension through July 2027, based on a 220-hour monthly allowance. Awards will be determined based on best value through a narrative and consensus evaluation process. Vendors must submit proposals electronically via the electronic Vendor Portal by November 3, 2026, including required certifications regarding financial condition, independent pricing, and debarment status. Payments are issued on a net 30-day basis following the approval of monthly invoices that detail hours and costs by role and activity.

Charlotte/mecklenburg Schools

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DEADLINE

Financial and Expenditure Review ConsultantThe Newton County Board of Commissioners in Georgia is seeking a Financial and Expenditure Review Consultant for a subcontracting opportunity. The selected consultant will be responsible for conducting comprehensive financial reviews of prime contractors to analyze spending patterns, budget adherence, and the effectiveness of financial controls. This process involves collaborating with County Finance and Management staff and requires direct access to the county's financial management software to review budget allocations and financial records. The primary deliverable for this engagement is a detailed financial review report that outlines expenditure findings and assesses the overall financial health of the projects. Interested parties must submit their responses by November 20, 2026, in accordance with the solicitation posted on October 21, 2026. The project falls under NAICS code 541211, focusing on specialized accounting and auditing services.

Newton County Board of Commissioners

POSTED

DEADLINE

Municipal Fiscal Impact & Tax ModelingThis subcontract involves providing specialized long-term financial modeling for prime contractors supporting data center development projects in the City of Forsyth, Georgia. The selected provider will develop 10, 15, and 20-year net fiscal impact models to compare projected municipal revenues against expected expenditures for roads and public safety. Key technical requirements include evaluating sales tax loss and the depreciation of personal property hardware, necessitating a deep expertise in Georgia municipal tax law. The primary deliverable for this engagement is a comprehensive Fiscal and Utility Impact Report. Interested parties must submit their responses by November 18, 2026, in accordance with the solicitation posted on October 21, 2026. The project falls under NAICS code 541211, focusing on professional accounting and financial modeling services to determine the long-term economic viability of the development.

POSTED

DEADLINE

Forensic Accounting Expert TestimonyThis subcontract opportunity is for the provision of forensic accounting expert testimony and deposition support for prime contractors operating on projects within Chatham County, Georgia. The selected provider will be responsible for preparing detailed expert reports for legal proceedings and delivering oral testimony during depositions or court hearings to defend specific audit methodologies and conclusions. Key deliverables include signed deposition statements and professional expert witness testimony. To qualify for this engagement, the provider must hold a valid CPA license and possess recognized expertise in the field of forensic accounting. Interested parties should note that the response deadline for this solicitation is November 20, 2026.

POSTED

DEADLINE

Transit Agency Financial & Operational Audit SupportThis subcontract opportunity for Chatham County, Georgia, involves providing financial and operational audit support for prime contractors managing local transit projects. The selected provider will be responsible for analyzing the efficiency and financing of ferry services, para-transit, and fixed-route systems, while ensuring strict adherence to FTA compliance and transit-specific accounting standards. Key deliverables include validated funding reports and a comprehensive operational and performance analysis report. The project falls under NAICS code 541211 and requires specialized expertise in public transportation systems. Interested parties must submit their responses by November 20, 2026, following the posting date of October 21, 2026.

POSTED

DEADLINE

RFP 26-0108-5 Audit of Performance, Operations & Fiscal Condition of Chatham Area Transit Authority

Solicitation # 26-0108-5

Chatham County, Georgia, is soliciting proposals from certified public accounting firms licensed in Georgia to conduct an independent audit of the performance, operations, and fiscal position of the Chatham Area Transit Authority (CAT). The scope of work covers Fiscal Years 2024, 2025, and 2026, as well as the adopted budget for the fiscal year ending June 30, 2027. The selected firm will perform a comprehensive examination of financial records, funding sources, expenditures, payroll, procurement, and internal controls, with a specific focus on fixed route operations, para-transit services, ferry services, and municipal contracts. Key deliverables include an independent audit report, financial reconciliation of bank activity to the general ledger, and forensic testing designed to identify fraud, waste, abuse, or misappropriation. The contract will be awarded using a Competitive Sealed Proposal method to the responsible offeror deemed most advantageous to the County. Evaluation factors include the proposer's overall capability, technical competence, past performance on similar projects, financial stability, and commitment to Minority-Owned and Women-Owned Business Enterprises (MBE/WBE). Proposers must submit their qualifications and a fee proposal, including a base audit fee and separate pricing for optional services such as expanded fraud testing or expert testimony, by November 20, 2026. The selection process may involve an initial written evaluation followed by oral presentations for shortlisted candidates.

POSTED

DEADLINE

Solicitation # PRO27010

The Township of North Brunswick is soliciting proposals for a Municipal Auditor to provide professional auditing and financial consulting services for the 2027 calendar year. The primary objective is the completion of the Fiscal Year Municipal Audit for the period of July 1st through June 30th, which must be finalized by December 31st in accordance with N.J.S.A. 40A:5-4. The scope of work includes the verification of all cash on bank balances and the balance sheet, as well as providing strategic financial guidance to the Township Chief Financial Officer. The Township utilizes Edmunds accounting software for its finance, tax collector, and water/sewer payments. Proposals are due by November 13, 2026, and will be evaluated based on the most advantageous factors, including the experience and qualifications of the team, company history with similar services, and agreement to the pricing model. Compensation is structured with hourly rates of 150 dollars for partners and senior accountants and 75 dollars for clerks, with point-to-point travel reimbursed at the IRS standard mileage rate up to 50 dollars per round trip and total travel not to exceed 75,000 dollars. The successful contractor must comply with New Jersey Equal Employment Opportunity laws, the New Jersey Prevailing Wage Act, the Americans with Disabilities Act, and HIPAA regulations.

POSTED

DEADLINE

Municipal Finance/Bond ConsultingThis subcontract for Municipal Finance and Bond Consulting provides expert financial analysis and specialized consulting services for prime contractors working on Township of North Brunswick bond counsel projects. The selected provider will utilize financial modeling software to analyze data, determine ordinance purposes, and ensure financial compliance for bond issuances. Key deliverables include technical recommendations for ordinance drafting and detailed financial analysis reports. To qualify for this engagement, the provider must hold professional licensure in accordance with N.J.A.C. 5:34-1.2 et seq. The opportunity is categorized under NAICS code 541211 and is managed by the Finance agency in New Jersey. Interested parties must submit their responses by the deadline of November 13, 2026.

POSTED

DEADLINE

Request for Information (RFI) – Audit Remediation Services

Solicitation # HHM402-27-X-AUDIT

The Virginia Contracting Activity, on behalf of the Defense Intelligence Agency, has issued a Sources Sought Notice under solicitation number HHM402-27-X-AUDIT to identify potential sources for Financial Audit Remediation Support Services. The primary objective is to assist the agency in achieving and sustaining an unmodified audit opinion by remediating auditor-identified findings, such as Notices of Findings and Recommendations, and developing corrective action plans to reduce the recurrence of findings. The scope includes improving the quality of audit response packages, supporting process modernization, and providing detailed documentation and reconciliations. Performance is expected to be on-site at DIA Headquarters in Washington DC, requiring personnel to operate within TS/SCI environments. The anticipated contract structure consists of a 12-month base period with four optional 12-month extension periods. Key personnel requirements include an Audit Remediation Technical Lead with a degree in accounting or finance, at least seven years of federal audit experience, and a CPA or CGFM credential. Performance will be monitored via a Quality Assurance Surveillance Plan, with specific metrics requiring a 90 percent acceptance rate for audit response packages and a recurrence rate of 5 percent or less for remediated findings. Interested small and large businesses must submit unclassified responses, limited to 20 pages, by October 23, 2026, at 4:00 PM ET.

Virginia Contracting Activity

POSTED

1 day ago

DEADLINE

in 8 days

AI Contract Overview

The City of St. Clair Shores in Michigan has issued a request for proposals (RFP-FA-2025) seeking a qualified municipal financial advisor to provide comprehensive financial advisory services. The contract aims to support the city’s financial planning and management efforts, with project funding ranging from a minimum of $50,000 to a maximum of $500,000. The solicitation was posted on May 23, 2025, and interested firms are required to submit their responses by June 9, 2025. The city’s primary point of contact for this procurement is Abby Hauff, whose email is provided for inquiries and submission details. This opportunity is part of the State and Local Government and Education (SLED) sector, emphasizing the city’s focus on securing professional financial expertise to assist in managing municipal finances effectively. Additional information and the full solicitation details can be accessed through the provided online link.

General Info

Agency

Michigan → City of St. Clair Shores

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

MI, USA

Set-Aside

NONE

Documents

No documents available

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AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed

PostedMay 23

Solicitation

Response DeadlineJun 9

Deadline has passed

Submission Closed

06/09/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyMichigan → City of St. Clair Shores

Contacts1 person available

OfficeN/A

Organization / Agency

Michigan → City of St. Clair Shores

Office AddressN/A

Contacts

Abby Hauff

contact@example.gov

Full Description

RFP-FA-2025 - Financial Advisory Services for Municipalities. Location: St. Clair Shores, Macomb County, Michigan, United States. A detailed summary of the specifications is included.

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