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

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Review of Treasury and Finance Functions and Procedures

Closed

2024-0930State & Local

Submission Closed09/30/2024, 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: 541211

New

SLED

Professional Auditing Services

Solicitation # 2027-001-HR

The City of Sarasota is soliciting proposals for professional auditing services to conduct financial statement audits for the fiscal year ending September 30, 2027, and the two subsequent fiscal years. The selected firm must perform these audits in accordance with generally accepted auditing standards in the United States, Government Auditing Standards issued by the Comptroller General of the United States, Title 2 U.S. Code of Federal Regulations Part 200 (Uniform Guidance), and Chapter 10.550 of the Rules of the Auditor General for the State of Florida. The auditor is expected to provide an unqualified opinion unless timely justification for a qualified, disclaimed, or adverse opinion is provided to the City. Qualified proposers must be authorized to transact business in Florida and possess at least three years of experience in the field, with key personnel also meeting a three-year minimum experience threshold. Proposals are evaluated by an Audit Committee based on a point system, with pricing scored proportionally where the lowest bid receives maximum points. The performance schedule includes a preliminary progress conference on August 1, 2027, with the final signed report due by March 1, 2028. Payment is subject to a ten percent retainage until final reports are delivered. Submission requires a digital PDF upload by November 17, 2026, and must include an E-Verify Affidavit and an affidavit regarding prohibited contracting with entities from foreign countries of concern.

POSTED

DEADLINE

Ecosystem Fiscal Analysis and MappingThe Ecosystem Fiscal Analysis and Mapping subcontract focuses on evaluating the fiscal landscape of early childhood funding for prime contractors working on Maryland State Department of Education projects. The selected provider will be responsible for analyzing various funding streams, including federal, state, local, and philanthropic sources, to support strategic decision-making. This work requires specialized financial analysis skills tailored to public and philanthropic funding mechanisms. The primary deliverables for this engagement are a comprehensive Fiscal Ecosystem Analysis Report and a corresponding visual or tabular Fiscal Ecosystem Map. This opportunity is categorized under NAICS code 541211 and is associated with the state of Maryland. Interested parties must adhere to the response deadline of November 5, 2026.

Maryland State Department of Education

POSTED

DEADLINE

Lead Financial and Compliance AuditorThe Lead Financial and Compliance Auditor subcontract involves performing comprehensive financial and compliance audits for prime contractors working on Housing Authority of Gloucester County projects. The selected auditor will be responsible for testing accounting records in accordance with GAAS, GAGAS, the Single Audit Act of 1984, and New Jersey state requirements, while also evaluating Capital Fund Grant Program closeouts according to HUD standards. The final deliverables for this engagement include a Management Letter and a Final Audit Report. To qualify for this role, candidates must possess a valid New Jersey Professional CPA License and provide an unqualified Peer Review report. The project is based in Deptford, New Jersey, and is categorized under NAICS code 541211. Interested parties must submit their responses by November 18, 2026.

Housing Authority of Gloucester County

POSTED

DEADLINE

PROFESSIONAL AUDIT SERVICES

Solicitation # 26-007

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Housing Authority of Gloucester County

POSTED

DEADLINE

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Lane Community College

POSTED

DEADLINE

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Dmh104209 Financial Mgmt - Hcm Only Jrst11

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Quarterly Investment Reporting & BenchmarkingThe City of South Padre Island in Texas is seeking a subcontractor for Quarterly Investment Reporting and Benchmarking. The selected provider will be responsible for delivering detailed financial reporting and performance analysis for prime contractors managing City investment portfolio projects. Key deliverables include the production of quarterly investment portfolio reports, the tracking of average investment yields, and the execution of benchmarking analyses to compare these yields against current industry standards. Qualified candidates should ideally possess a CPA or CFA certification to ensure the technical accuracy of the financial analysis. This opportunity was posted on October 28, 2026, with a response deadline of December 1, 2026. All services must align with the specific reporting requirements outlined in the contract documentation.

City of South Padre Island

POSTED

DEADLINE

Annual External Financial Audit Services

Solicitation # RFP27-0006

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Accounting and Control

POSTED

DEADLINE

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Education Technology Services (ETS)

POSTED

DEADLINE

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Solicitation # QM171-27

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POSTED

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Credit Card Program Compliance and Audit Services

Department of General Services

POSTED

DEADLINE

Annual Financial Auditing ServicesThe Dutchess County Soil and Water Conservation District is seeking a qualified CPA firm to provide annual financial auditing services for prime contractors. The selected subcontractor will be responsible for conducting a comprehensive audit of calendar year financial records in strict accordance with Generally Accepted Accounting Principles. This process requires close collaboration with the organization's Bookkeeper and Executive Director and the utilization of professional accounting software to ensure accuracy and compliance. The final deliverable for this engagement is a detailed written audit report that outlines the findings, the methodology employed during the review, and all underlying assumptions. Interested parties must submit their responses by November 19, 2026, under NAICS code 541211.

Dutchess County Soil & Water Conservation District

POSTED

1 day ago

DEADLINE

in 20 days

AI Contract Overview

The City of Torrance is seeking proposals from qualified vendors under solicitation number 2024-0930 to conduct a comprehensive review of its Treasury and Finance functions and procedures. The primary objective of this engagement is to evaluate internal controls, the segregation of duties, and the overall authorization of transactional activities. The selected vendor will assess existing checks and balances, the standardization of procedures, and the current utilization of technology resources to ensure operational compliance and efficiency. Additionally, the project requires the development or optimization of a business continuity plan and a structural analysis of how the Finance and Treasury departments are organized. The final deliverables must include actionable recommendations for process improvement and a synthesis of best practices derived from other local government units. Interested parties must submit their responses by the deadline of September 30, 2024.

General Info

City of Torrance seeks proposals for Treasury and Finance function and procedure reviews.

Agency

California → City of Torrance

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

CA, USA

Set-Aside

NONE

Documents

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

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Timeline

1 update

PhaseClosed

PostedSep 9

Solicitation

Deadline changedSep 9

Response deadline changed from Oct 8, 2024 to Sep 30, 2024.

Response DeadlineSep 30

Deadline has passed

Submission Closed

09/30/2024, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → City of Torrance

Contacts1 person available

OfficeN/A

Organization / AgencyCalifornia → City of Torrance

Office AddressN/A

Contacts

Sally Kyung

contact@example.gov

+1 (555) 000-0000

Full Description

The City of Torrance is requesting proposals from qualified vendors for a review evaluating its existing Treasury and Finance functions and procedures, specifically the following processes:•Internal control between Treasury and Finance.•Segregation of duties / proper authorization of transactional activities.•Checks and balances related to operations, procedures, and compliance.•Standardized procedures in place.•Technology resources and utilization.•Business continuity plan / optimize how Finance and Treasury are set up.•Provide recommendations to improve the processes and share the best practices from the other local government units