Missouri State Employees' Retirement System - Independent Audit Services RFP 2026
Missouri State Employees Retirement System Board of Trustees | State of MissouriState · Jefferson City, MO- Due
- Dec 10, 2026
- 29 days left
- Posted
- Nov 2, 2026
- Contract term
- 5 years
- Primary contact
- Nicki Russell
- (573) 632-6100
The 30-second brief
The Missouri State Employees' Retirement System (MOSERS) is seeking proposals from qualified independent certified public accounting firms to perform annual financial statement audits and related services for the fiscal years ending June 30, 2027, through June 30, 2031. The scope of work encompasses the annual financial statement audit of MOSERS Defined Benefit Plans, the annual audit of the Schedule of Pension Information for Participating Employers under GASB 68, and the annual financial statement audits of the State of Missouri Deferred Compensation Plan (MO Deferred Comp), which includes a 457(b) governmental deferred compensation plan and a 401(a) defined contribution incentive plan. Audits must comply with U.S. generally accepted auditing standards, GAGAS, and Missouri laws. Proposals are due by December 10, 2026, at 4:00 p.m. CST, with questions due by November 12, 2026.
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 (457(b) and 401(a) plans); Audit Committee presentations; Annual audit reports and opinion letters
Demonstrated competence and qualifications, Ability and willingness to meet requirements, Data security and confidentiality controls, Quality and completeness of proposal, Reasonableness of costs
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Summary
The Missouri State Employees' Retirement System (MOSERS) is seeking proposals from qualified independent certified public accounting firms to perform annual financial statement audits and related services for the fiscal years ending June 30, 2027, through June 30, 2031.
The scope of work encompasses the annual financial statement audit of MOSERS Defined Benefit Plans, the annual audit of the Schedule of Pension Information for Participating Employers under GASB 68, and the annual financial statement audits of the State of Missouri Deferred Compensation Plan (MO Deferred Comp), which includes a 457(b) governmental deferred compensation plan and a 401(a) defined contribution incentive plan. Audits must comply with U.S. generally accepted auditing standards, GAGAS, and Missouri laws. Proposals are due by December 10, 2026, at 4:00 p.m. CST, with questions due by November 12, 2026.
EVALUATION CRITERIA
5- Demonstrated competence and qualifications
- Ability and willingness to meet requirements
- Data security and confidentiality controls
- Quality and completeness of proposal
- Reasonableness of costs
REQUIRED DELIVERABLES
5- 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 (457(b) and 401(a) plans)
- Audit Committee presentations
- Annual audit reports and opinion letters
REQUIRED ATTACHMENTS
4- Cover letter
- RFP Questionnaire/Requirements (Exhibit C)
- Fee Proposal (Exhibit D)
- Peer review report
- Submit to
- [email protected]
- Scope location
- Jefferson City, Missouri
- Reported agency
- Missouri State Employees' Retirement System
Questions about this RFP
How do I respond to this RFP from Missouri State Employees Retirement System Board of Trustees | State of Missouri?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is December 10, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Nicki Russell.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Missouri State Employees Retirement System Board of Trustees | State of Missouri in MO, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Nicki Russell at (573) 632-6100. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: 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 (457(b) and 401(a) plans); Audit Committee presentations; Annual au. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Demonstrated competence and qualifications, Ability and willingness to meet requirements, Data security and confidentiality controls, Quality and completeness of proposal, Reasonableness of costs" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Missouri State Employees Retirement System Board of Trustees | State of Missouri?
All active and historical solicitations from Missouri State Employees Retirement System Board of Trustees | State of Missouri are tracked and searchable. As a state agency, Missouri State Employees Retirement System Board of Trustees | State of Missouri regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 5 years. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of December 10, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Cover letter, RFP Questionnaire/Requirements (Exhibit C), Fee Proposal (Exhibit D), Peer review report. Review the full document from Missouri State Employees Retirement System Board of Trustees | State of Missouri for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Jefferson City, Missouri. Review the full solicitation for detailed scope requirements.