This Solicitation opportunity from Texas was posted on October 9, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Professional Audit Services (Financial Opinion) RFQ

Closed

23-13173-001State & Local

Submission Closed12/02/2024, 12:00:00 AM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 525110

International

Pension Administration and Member Record ManagementThis subcontract for the Cleveland Fire Authority involves the end-to-end administration of Firefighters Pension Schemes. The selected provider will be responsible for managing member records for active, deferred, and dependant members, calculating pension entitlements, and processing benefit claims in strict accordance with scheme regulations. To ensure operational success, the contractor must utilize specialized pension administration software and maintain professional indemnity insurance. The primary objective of the contract is the delivery of accurate member records and precise benefit calculations. Interested parties must submit their responses by the deadline of November 2, 2026. This opportunity falls under NAICS code 525110 and is focused on providing comprehensive administrative support for the authority's pension frameworks.

Cleveland Fire Authority

POSTED

DEADLINE

403b Retirement Plan Services

Solicitation # 26-01

Head Start of Greater Dallas, Inc. is soliciting proposals for an experienced and licensed financial management institution or plan manager to administer an employer-sponsored 403(b) retirement plan for approximately 687 employees. The scope of work includes managing plan assets of 15 million dollars and supporting an employer match of 50 percent of employee contributions, currently set at 6 percent. The selected provider must ensure all plan documents meet or exceed ERISA and IRS guidelines and provide a detailed implementation timeline and change-over schedule within five days of the award. The contract is anticipated to be a fixed-price agreement with options for additional years. Proposals must be submitted in hardcopy format by November 9, 2026, and include a separate sealed cost proposal with a full fee disclosure form covering start-up, administration, and investment product fees. Evaluation will be based on a point-based system considering the firm's experience, staff qualifications, and responsiveness to the RFP requirements. Key requirements for the contractor include providing proof of liability and errors and omissions insurance, adhering to anti-lobbying and non-discrimination certifications, and complying with the Davis-Bacon Act if on-site labor costs exceed 2,000 dollars. Award will be granted to a responsible and responsive offeror who demonstrates a proven track record in administering retirement plans for non-profit organizations.

HEAD START GREATER DALLAS, INC

POSTED

2 months ago

DEADLINE

in 12 days

AI Contract Overview

The Employees Retirement System of Texas is seeking to engage a qualified and experienced independent auditor to perform an annual financial audit of its retirement system, in accordance with Texas Government Code requirements. The contract aims to select a certified public accountant with substantial expertise in auditing retirement or pension plans, ensuring compliance with relevant state statutes and standards. The scope of work involves providing professional audit services that culminate in a financial opinion, with the contract value estimated between $50,000 and $200,000. The solicitation, titled "Professional Audit Services (Financial Opinion) RFQ," was posted on October 9, 2024, with responses due by December 2, 2024. The project is designated under NAICS code 525110 and is managed by the Texas Employees Retirement System, a State and Local Government Entity. Interested parties can access further details and submit responses through the provided online link. The selection process will adhere to specific statutory requirements outlined in Texas Government Code Sections 321.020 and 2254.003, ensuring a transparent and compliant procurement process.

General Info

Agency

Employees Retirement System of Texas

NAICS

525110 - Pension Funds

Place of Performance

TX, USA

Set-Aside

NONE

Documents

RFQ 23-13173-001 Professional Audit Services (Financial Opinion)

rfq

High

RFQ 23-13173-001 Professional Audit Services (Financial Opinion)

rfq

High

RFQ 23-13173-001 Professional Audit Services Q&A

q-and-a

High

Submission Instructions - 23-13173-001

other

Low

1-Professional Audit Services (Financial Opinion) RFQ FINAL.zip

AI Contract Breakdown

Uniform Contract Format

Timeline

1 update

PhaseClosed

PostedOct 9

Solicitation

Notice updatedOct 9

The notice title changed. NAICS code changed from 525110 to 541211. The notice description changed. The point of contact changed.

Response DeadlineDec 2

Deadline has passed

Submission Closed

12/02/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyEmployees Retirement System of Texas

ContactsNo contacts available

OfficeN/A

Organization / Agency

Employees Retirement System of Texas

Office AddressN/A

ContactsNo contact information available

Full Description

The purpose of this RFQ is to select one (1) qualified Respondent with substantial experience in auditing retirement or pension plans to provide professional audit services. In accordance with Section 815.110(e) of the Tex. Gov’t Code, the Board shall select an independent auditor to perform an annual financial audit of the retirement system. The selection of professional certified public accountant services will be made in accordance with the requirements of Sections 321.020 and 2254.003 of the Tex. Gov’t Code.