This Solicitation opportunity from North Carolina was posted on July 15, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Proposal Solicitation for Financial Advisor Services for the UNC System

Closed

68-SOFAS0725State & Local

Submission Closed08/04/2025, 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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SLED

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Construction Auditing Services – San Mateo Event Center Improvement Projects

Solicitation # 2027-RFP - Informal-00183

The County of San Mateo, through the County Executive's Office, is soliciting proposals under RFP No. 2027-RFP-Informal-00183 for a qualified independent certified construction auditing firm. The objective is to perform fast-track audits for four specific improvement projects at the San Mateo Event Center: the San Mateo County Resiliency Center (SMCRC), Cypress Restroom Project, RV Park Project, and CalOES Generator Project. The selected consultant will investigate financial accountability, identify potential overpayments or unsupported costs, and verify compliance with contractual requirements. The scope of work includes reviewing procurement records, bidding processes, payment applications, and change orders, with a requirement to complete the auditing services within 60 days. The resulting agreement will have a base term of one year and will be based on the County's standard contract template for agreements under 200,000 dollars. Key deliverables for each audit include an audit work plan, document request list, preliminary and final findings reports, a management response and resolution log, and supporting workpapers. Proposers must demonstrate at least four years of similar experience within the last seven years and must be registered with the System for Award Management (SAM). Proposals are due by November 2, 2026, and will be evaluated on a points-based system, with the County reserving the right to interview top-scoring firms before making a final selection.

County Executive's Office

POSTED

2 days ago

DEADLINE

in 5 days

AI Contract Overview

The UNC System Office is seeking proposals from qualified firms or individuals to provide Financial Advisor Services for its constituent institutions across North Carolina. The solicitation, identified as number 68-SOFAS0725, was posted on July 15, 2025, with a deadline for responses set for August 4, 2025. The contract aims to secure professional financial advisory services with an estimated value ranging from $500,000 to $2,000,000, reflecting the scope and importance of the project within the state's higher education system. The services are to be performed within North Carolina, and the contract is managed under the North Carolina State and Local Government Education and Library (SLED) sector, specifically through the UNC System Office Design/Construction division. Interested firms are encouraged to review the detailed solicitation information available through the provided online link. The procurement process emphasizes selecting a qualified provider capable of supporting the financial planning, investment, and advisory needs of the UNC System and its institutions. The contract's successful execution will facilitate strategic financial management and decision-making to benefit the state's educational infrastructure and operations.

General Info

Agency

North Carolina → UNC System Office Design/Construction

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

NC, USA

Set-Aside

NONE

Documents

RFP 68-SOFAS0725 Financial Advisor Services UNC

rfp

High

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedJul 15

Solicitation

Response DeadlineAug 4

Deadline has passed

Submission Closed

08/04/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyNorth Carolina → UNC System Office Design/Construction

ContactsNo contacts available

OfficeN/A

Organization / AgencyNorth Carolina → UNC System Office Design/Construction

Office AddressN/A

ContactsNo contact information available

Full Description

Solicitation of proposals from qualified firms or individuals for Financial Advisor Services for the UNC System Office and its constituent institutions