RFP: AUDITING AND CONSULTING SERVICES POOL
The Los Angeles County Employees Retirement Association (LACERA) requests proposals from qualified candidates to establish a pool of external firms to perform auditing and consulting services.
The pool of pre-qualified firms will perform audits, advisory, co-sourcing, consulting, training, and special projects as it relates to LACERA’s organizational activities, information technology, and investment-related services. The Internal Audit Division will use the pool as a resource for hiring firms on an as-needed basis in accordance with LACERA’s Procurement Policy during the life of the pool, which shall not exceed LACERA’s maximum five-year term. Interested firms are invited to respond to this RFP.
SCOPE OF SERVICES
Firms may be hired in the future to perform independent assessments in subject matters described in the RFP statement of work. Information technology services may include technical assessments of LACERA’s IT systems or projects, IT risk assessments, data management, integrity and reliability, application development, IT customer service, network security, penetration tests or other activities within the organization. Investment activities may include performing audits or reviews and consulting services related to LACERA’s asset classes, which includes growth, credit-oriented fixed income, real assets and inflation hedges, and risk reducing and mitigating. Refer to Exhibit B: Statement of Work for a detailed description of services and Exhibit F: Proposal Cover Page and Checklist for a detailed list of information to include in your response.
Submission Requirements
Please deliver an electronic copy of your proposal no later than 5:00 PM, February 1, 2021 to the point of contact specified below.
Kathryn Ton
Senior Internal Auditor
LACERA
300 North Lake Avenue, Suite 840
Pasadena, CA 91101-4199
kton@lacera.com
Phone: (626) 564-6000 ext. 3525
All questions, inquiries, and requests for additional information concerning this RFP should be directed to the Point of Contact by email no later than December 31, 2020. LACERA will post responses to the questions received on the LACERA.com website.
Tentative Timetable
The following is a tentative schedule for this search and is subject to modification by LACERA.
| Task | Date |
|---|---|
| Request for Proposal Release Date | December 14, 2020 |
| Written Questions from Firms Due Date | December 31, 2020 |
| Post Responses to Written Questions | January 11, 2021 |
| Intent to Respond Closing Date | January 18, 2021 |
| Request for Proposals Due Date | February 1, 2021 |
| Selection and Notification to Firms included in the Pool | March 1, 2021 |
RFP Materials
RFP: Auditing and Consulting Services Audit Pool
Exhibit A - Intent to Respond
Exhibit B - Statement of Work
Exhibit C - Fee Schedule
Exhibit D - Selection Criteria
Exhibit E - Agreement Services
Exhibit F - Proposal Cover Page and Check List
Exhibit G - IT Security Controls
RFP Responses to Questions