CIS Trust (CIS) is soliciting offers from qualified firms to provide financial audit services for CIS Trust and the Oregon Public Entity Excess Pool (OPEEP).
CIS administers a group of three trusts that provide employee benefits, property, liability and workers’ compensation coverages and risk management services to cities, counties and other eligible local governments in Oregon. While CIS provides a common governance and administrative structure, the three trusts are three separate accounting entities and the funds in each trust are restricted as to their use. After expenses and losses are paid, surplus income is accrued to the benefit of members.
The successful firm shall provide separate annual financial audits to CIS and OPEEP. The fiscal year for both entities ends on June 30.
For further information, view the full RFP.
Proposals must be received by 5 p.m. (PT) on January 28, 2026. Any proposal received after this date and time will not be considered. The proposal must be submitted in electronic form in an email to Eric Yahnke, CFO. The subject line for the email should include “RFP – Financial Audit Services”.
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