County of San Mateo Defined Contribution Plan Audit Services
County of San Mateo Human Resources Department
Original Solicitation Links
2026-RFP-00350
]county of san mateo, defined contribution plan audit services
Contact
Submission Instructions
Description
The County of San Mateo is seeking audit services for its voluntary defined contribution (DC) retirement program. This program includes five plans with a total of approximately $998 million in assets and over 16,000 participants. The scope of the audit includes financial reporting, participant data and eligibility testing, contribution and payroll review, internal controls, distribution and loan testing, participant investment review, administrative expense verification, compliance with plan documents and regulations, and documentation review. The County intends to enter into a five-year contract with the selected firm, subject to annual review and satisfactory performance. This will be the first independent audit of the DC plan, establishing a baseline for future annual audits. The selected firm must be a licensed CPA, meet independence standards, and have specialized experience in auditing defined contribution plans. The proposal must include a project approach, firm and team qualifications, references, and a fee proposal. Proposals are due electronically on July 2, 2026, via the eProcurement system. The County has adopted a Procurement Preference for Local Businesses Ordinance, which may provide a preference for local businesses, local non-profits, and local small or micro businesses. Evaluation will be based on a "Best Value" methodology, considering project approach, firm and team qualifications, and price.
Classification Codes
Smart Codes
Specifications
Timeline
Requirements
- Workers Compensation
- General Liability — $1,000,000.00
- Professional Liability — $1,000,000.00
Location
Documents
| Title | Date Posted |
|---|---|
| B - Standard_Contract_Template_-_Under_$200K_DRAFT | Feb 10, 2026 03:28 PM |
| County_of_San_Mateo,_Defined_Contribution_Plan_Audit_Services.pdf | Jun 10, 2026 03:54 PM |
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