When is the submission deadline?

Submissions are due October 29, 2026. Questions must be submitted by October 20, 2026.

It was issued by Monterey One Water. The work is located in Monterey, California, United States.

Who is a good fit for this opportunity?

Public-sector financial audit firm. Experience auditing governmental funds and cost-sharing agreements. Expertise in fund balance reconciliations, reimbursements, transfers, and true-up reviews. Qualified accounting professionals with relevant audit credentials.

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Financial Audit Services

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Overview

Financial, Legal, HR & Staffing

Monterey, California, United StatesPosted: October 3, 2026Deadline: October 29, 2026

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SUMMARY

A government authority in Monterey, California, seeks financial audit services covering cost-sharing arrangements, Fund 58 balances and reconciliations, reimbursements, transfers, interest, and future true-up information. Questions are due October 20, 2026, and proposals are due October 29, 2026.

KEY REQUIREMENTS

Must be a qualified independent firm
Must demonstrate qualifications, competence, and capacity to perform the work
Must agree to sign the Professional Services Agreement without modification
Must submit one Technical Proposal and one Fee Proposal in PDF format
Must be independent of Monterey One Water and disclose any conflicts of interest
Must provide proof of insurance as specified in Exhibit E
Must be able to present preliminary findings by May 30th, 2027
Must complete all services and submit final deliverables by July 30th, 2027

CONTRACT DURATION

7 months

TIMELINE

Advertise Request for Proposal: October 1st, 2026 & October 8th, 2026

Final Date for Clarification Questions: October 20th, 2026

Proposal Due: October 29th, 2026

Virtual Interviews for Top 2 Firms: November 9th, 2026

Contract Award: December 2026

Notice to Proceed: January 2027

QUESTION DEADLINE

October 20, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Monterey One Water

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DESCRIPTION

The government authority in Monterey, California, is seeking a qualified vendor to provide financial audit services. The engagement will include an operations and maintenance cost-sharing review, a fund balance and payments audit, and an examination of Fund 58’s beginning fund balance and annual reconciliation.

The selected vendor will also verify the sources comprising Fund 58, review prior reimbursements and transfers, assess cost-sharing agreement reimbursements, and examine interest and future true-up information. All questions regarding the requirement must be submitted by October 20, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due October 29, 2026. Questions must be submitted by October 20, 2026.
Who issued this RFP?: It was issued by Monterey One Water. The work is located in Monterey, California, United States.
Who is a good fit for this opportunity?: Public-sector financial audit firm
Experience auditing governmental funds and cost-sharing agreements
Expertise in fund balance reconciliations, reimbursements, transfers, and true-up reviews
Qualified accounting professionals with relevant audit credentials

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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