Annual Financial Audit Services

Overview

Financial, Legal, HR & Staffing

California, United StatesPosted 2 months agoDeadline: April 14th, 2026

Fit Score

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SUMMARY

Dana Point, California seeks a vendor for annual financial audit services starting with fiscal year 2025, with possible contract extensions through 2029.

KEY REQUIREMENTS

BUDGET

Estimate

$375,000 – $625,000

CONTRACT DURATION

60 months

TIMELINE

RFP Issued: March 6th, 2026

Requests for Information and Clarifications Due: April 2nd, 2026, 11:00 a.m.

Proposal Submittal Due: April 14th, 2026, 11:00 a.m.

Contract Award: April 28th, 2026

30-Day Onboarding & Transition Period: May 15th – June 14th (First year only)

Detailed Audit Plan delivered to SOCWA: June 15th

Interim Fieldwork starts: June 20th

Fiscal Year End: June 30th

SOCWA provides preliminary financial data: August 15th

Interim Fieldwork completed: September 30th

Year-End Fieldwork completed: October 20th

Draft Management Letter & Draft Separate Control-Deficiency Letter delivered: October 25th

Final Management Letter and Final Separate Control-Deficiency Letter delivered: October 31st

Draft Final Audit Reports + Audited Basic Financial Statements, Footnotes & MD&A delivered for SOCWA review: December 2nd

SOCWA Review & Comment Period: December 3rd – December 8th

Exit Conference and resolution of all comments: By December 9th

Final Signed Audit Reports + Audited Basic Financial Statements delivered to Finance Department: December 15th (target), no later than December 31st

QUESTION DEADLINE

April 2nd, 2026

Issuing Agency

South Orange County Wastewater Authority

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DESCRIPTION

A government authority in Dana Point, California is seeking a qualified vendor to provide annual financial audit services. The initial engagement will cover the audit for the fiscal year ending June 30, 2025.

There is an option to extend the contract annually for up to four additional fiscal years, potentially covering services through June 30, 2029. Interested vendors must submit all questions regarding the proposal requirements no later than April 2, 2026.

This opportunity requires vendors experienced in governmental financial audit processes and compliance with relevant public sector standards.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.