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  5. ›CRSB02-26 - Program Fund External Auditing Service

California CalSavers Retirement Savings Board·California

CRSB02-26 - Program Fund External Auditing Service

Closes 7/22/2026$150k – $225kRequest for Proposal
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Description

The CalSavers Retirement Savings Board is seeking a qualified independent Certified Public Accounting firm to provide annual external audit services for the CalSavers Program Fund for fiscal years ending June 30, 2026 and June 30, 2027 (with an optional FY 2028 extension). The contractor will perform audits in accordance with GAAS, GAAP, and applicable California statutes, deliver draft and final audit reports, present findings to the Board, and ensure compliance with accessibility and confidentiality requirements. • Perform full‑scope financial audits for two fiscal years (potential third year) and issue draft and final reports per schedule. • Deliver three hard‑copy and electronic copies of each audit report, and present the final report to the Board. • Maintain qualified CPA staff, meet California‑specific qualifications, and comply with all statutory certifications and accessibility standards.

Attached files

Contact

Edward Park(Admin Operations Manager)

[email protected]

(916) 653-1744

Key dates

Opened
6/25/2026
Questions due
7/1/2026
Closes
7/22/2026
Projected award
7/29/2026
Duration
2 years

Last updated

Details

Type
Request for Proposal
Industry
Consulting Services
NAICS
541211
Solicitation №
RFP No. CRSB02-26

Budget estimate

$150,000 – $225,000

The solicitation caps the contract at $150,000 for the first two years and $225,000 total (including a possible one‑year extension). Assuming a qualified firm can price at the maximum allowable amount, the expected earnings would fall between $150K and $225K, reflecting the scope of two full external audits plus any optional third‑year work.

AI estimate from the solicitation

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