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OPPORTUNITIES


RFP: REAL ESTATE THC AUDIT AND TAX SERVICES

The Los Angeles County Employees Retirement Association (LACERA) is requesting proposals to establish a pool of pre-qualified firms for the annual financial audits and tax preparation services for its wholly (or partially) owned real estate properties and commercial real estate debt investment program.

INSTRUCTIONS FOR RESPONSE

If your firm chooses to respond to this RFP, please submit a proposal by 5:00 PM PDT, April 16, 2018.

The Proposer will submit three (3) copies of the proposal, attachments, and all related information, spiral bound (no hard binders) by 5:00 p.m. PST April 16, 2018, 2018. Proposer will include one (1) electronic copy using Microsoft Word or Portable Document Format (PDF), on a CD-R (recordable compact disk). Proposals received after the submission deadline will be considered for evaluation solely at the discretion of LACERA if it is determined to be in the best interests of LACERA. Proposer will clearly indicate the following on the proposal packaging: “PROPOSAL – AUDIT CONSULTING POOL.” Proposer will submit proposals to RFP Coordinator specified in RFP Section .C.

The Proposer may withdraw or modify its proposal at any time before the deadline for submission upon written request to LACERA. Any correction or resubmission of a proposal shall be submitted before the submission deadline. After the submission deadline, proposals shall be firm and may not be modified. This includes proposed fees as well as proposed Proposer staff.

LACERA will consider proposals received after the submission deadline for evaluation if LACERA, in its sole discretion, deems consideration to be in the best interest

CONTACTS WITH LACERA PERSONNEL

Contacts with LACERA personnel regarding this RFP, and all inquiries and requests for information shall be directed to the Point of Contact:

  • Leisha Collins
  • Principal Internal Auditor LACERA
  • Gateway Plaza
  • 300 North Lake Avenue, Suite 840
  • Pasadena, CA 91101-4199
  • Email:lcollins@lacera.com

INTENT TO RESPOND

Any party interested in submitting a proposal must submit the Intent to Respond Form and Minimum Qualifications Certification Form attached to the cover letter of this RFP by April 3, 2018, 5:00 PM. PDT. Failure to do so may disqualify Proposer from submitting a proposal.

RFP QUESTIONS

All questions, inquiries, and requests for additional information concerning this RFP should be directed to the Point of Contact, either by mail or email by March 30, 2017, 5:00 PM PDT.

critical dates

Revised 4-12-18: Anticipated Auditor Selection Date

Task Due Date
Request For Proposal Issued March 19, 2018
Submit Written Questions March 26, 2018
Post Responses to Written Questions March 30, 2018
Intent to Respond and Minimum Qualifications Certification April 3, 2018
Submit Proposals April 16, 2018
Anticipated date for Auditor Selection and notification April 30, 2018
Anticipated Auditor Start Date (Preliminary work) May 2018
Fiscal year End June 30, 2018
Deadline for the submission of preliminary draft of audited financial statements to LACERA August 17, 2018
Deadline for the submission of final draft of audited financial
statements to LACERA
September 14, 2018

RFP MATERIALS

PDF Icon RFP: LACERA Title Holding Company Financial Audit and Tax Services Audit Pool
PDF Icon RFP: Responses to Questions

4/12/18