About this opportunity
AI summaryThe Missouri State Employees' Retirement System (MOSERS) seeks qualified firms of independent certified public accountants to provide independent audit services. The selected contractor will perform annual financial statement audits of MOSERS Defined Benefit Plans, annual audits of the Schedule of Pension Information for Participating Employers, and annual financial statement audits of the State Deferred Compensation Plan for the fiscal years ending June 30, 2027, through June 30, 2031. Only onshore USA organizations are eligible to bid. To qualify, respondents must agree to contract terms, submit their most recent peer review report, complete a vendor security assessment within 30 days of award, and comply with policies on political contributions and federal work authorization. Proposals must be submitted in PDF format in 12-point font and received no later than December 10, 2026, at 4:00 p.m. CST. Designated MOSERS staff will evaluate and rank proposals based on competence, knowledge, experience, reputation, and the respondent's ability and willingness to meet MOSERS' requirements and needs.
Buyer and opportunity details
- Client
- Missouri State Employees’ Retirement System
Scope of work
- Annual financial statement audit of MOSERS Defined Benefit Plans
- Annual audit of the Schedule of Pension Information for Participating Employers
- Annual financial statement audits of the State of Missouri Deferred Compensation Plan
- Testing of MOSERS employers’ member census data
- Electronic versions of opinion letters and audit reports required by AICPA and GAGAS
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Demonstrated competence, knowledge, experience, reputation, and | Not specified |
| Respondent’s ability and willingness to meet the requirements and needs of MOSERS | Not specified |
| Cost/fee proposal in light of the services to be performed and deliverables | Not specified |
Minimum qualifications
- Must agree to enter into a written contract
- Must agree to provide minimum services detailed in Section III and comply with all RFP requirements
- Must provide a copy of most recent peer review report stating if it included pension or government engagements
- Must agree to promptly notify MOSERS of ownership changes or outside/private equity investor transactions
- Must agree to complete and submit the MOSERS Vendor Security Assessment within 30 days after contract award
- Must demonstrate proficiency and experience in providing the specified services
- Must agree to comply with Political Contribution Policy (Exhibit A) and Federal Work Authorization Policy (Exhibit B)
- Engagement partner and professional staff licensed to practice in Missouri as required by Missouri State Board of Accountancy
Documents to include with your response
- Cover letter with required certifications and authorized signature
- Completed RFP Questionnaire/Requirements (Exhibit C)
- Completed Fee Proposal (Exhibit D)
- Most recent peer review report
- Written exceptions to RFP terms or requirements, if any
- Contract template customary in the industry, if requested
- Vendor Security Assessment (within 30 days after award)
Key dates
- Proposals due
- Thursday, December 10, 2026, 4:00 p.m. CST
How to submit
- Method
- Instructions
- Email to the project manager with subject line 'Response to Audit Services RFP' in portable document format (.pdf) in 12-point font.
Contract details
- Term
- Fiscal years ending June 30, 2027, through June 30, 2031
- Insurance and bonding
- Adequate liability insurance coverage, including but not limited to cyber liability insurance coverage.