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  5. ›CTL_FY26I RFP for Accounting and Financial Reporting…

San Mateo County·California

CTL_FY26I RFP for Accounting and Financial Reporting Services

Closes 8/14/2026$100k – $500kRequest for ProposalLogin required
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Description

The County of San Mateo is seeking proposals for accounting and financial reporting services. The selected contractor will provide services to the Controller's Office, including preparation of the County Annual Comprehensive Financial Report (ACFR) and the Annual Financial Report for the San Mateo Joint Powers Financing Authority (JPFA). The contract term is expected to be one year, with an option to extend for an additional year. The contractor will be required to demonstrate experience with Generally Accepted Accounting Principles (GAAP) and the Governmental Accounting Standards Board (GASB). • The contractor will be responsible for preparing the ACFR and JPFA financial reports. • The contractor will be required to reconcile the beginning fund balance of the County Financial System (OFAS) with the ending fund balance as reported on the ACFR. • The contractor will be expected to provide worksheets for the County's data inputs for reporting annual state financial transactions and special districts. • The contractor will be required to provide a fee proposal that includes an hourly rate for services and support.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Maggie Wong(Finance and Administrative Division Manager)

[email protected]

(650) 599-1080

Key dates

Opened
6/29/2026
Questions due
7/8/2026
Closes
8/14/2026
Projected award
7/20/2026
Duration
1 year

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
541211
Solicitation №
CTL_FY26I

Budget estimate

$100,000 – $500,000

Based on the scope of work, which includes preparation of the County Annual Comprehensive Financial Report (ACFR) and the Annual Financial Report for the San Mateo Joint Powers Financing Authority (JPFA), the budget for this contract is estimated to be between $100,000 and $500,000. This estimate is based on the assumption that the contractor will need to provide a team of experienced accounting professionals to complete the required services. The actual budget may vary depending on the contractor's proposed fees and the County's budget for the project.

AI estimate from the solicitation

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