Auditor General - Request for Proposal - Bespoke Training Development & Delivery for Audit Working Paper

Project Background In July 2026, the Auditor General will be transitioning to CaseWare PEG Audit for all financial statement audit work. CaseWare PEG Audit is built directly on the methodology outlined in CPA Canada’s Professional Engagement Guide (PEG). While the Auditor General currently uses a modified version of PEG for its financial statement audits, the transition to the new platform represents a significant shift in both methodology and software. The office intends to adopt PEG methodology as fully as possible, limiting customization to areas where legal or operational requirements make it necessary. As a CPA training office, the Auditor General employs a substantial number of CPA candidates and early-career auditors. These staff members carry out audit work under the supervision and oversight of senior professionals. As a legislative audit office, the Auditor General audits the Government of Alberta along with a wide range of government-related entities, including agencies, boards and commissions. Audit staff require relevant training to perform their work effectively in this environment. To support this need, the Auditor General currently delivers a structured internal professional development curriculum, covering staff roles, professional standards, the office’s methodology, and the legislative audit context. Project Objectives and Work Required The transition to CaseWare PEG Audit requires two major streams of work: 1. Transition to CaseWare PEG Audit Training Develop and deliver training that supports staff in adopting PEG methodology (with limited customization) allowing them to operate effectively within the new audit platform. 2. Curriculum Rebuild Support the rebuild of the office’s professional development curriculum, which is currently 10-15 days in length, to ensure it is practical, interactive, and grounded in PEG and the public sector. The curriculum must bridge theory and practice, helping staff understand not only what the office’s methodology requires, but why it matters and how to apply it in audit situations. Training must be tailored to specific staff levels, reflecting the distinct responsibilities of each role. To objective is to engage a qualified proponent to support both streams of work. The proponent will work collaboratively with the Auditor General’s staff, recognizing that the work will occur in parallel with the configuration and implementation of CaseWare PEG Audit. As such, the proponent must demonstrate an approach that supports flexibility, iterative refinement and phased development. The required work includes, but is not limited to, the following: 1. Curriculum Strategy and Learning Design i. Assist the Auditor General in defining the curriculum structure. ii. Collaborate with the Auditor General to define learning objectives for various staff levels. 2. Development of Course Content and Learning Materials i. Design practical audit cases, scenarios, exercises, and role-based activities that reflect Alberta public sector contexts, address commonly encountered PSAS financial statement line items, reinforce application of PEG methodology and CaseWare audit processes, and build staff competency in documenting audit work. ii. Develop facilitator materials, including facilitator guides, discussion prompts, key messages and suggested solutions. iii. Develop participant materials, including handouts, case packages, and reference materials for use during training delivery. iv. Iteratively refine content and materials based on feedback from the Auditor General’s quality review processes. 3. Training Delivery and Facilitation Support i. Deliver training sessions and, where appropriate, provide facilitation support for Auditor General instructors through co-facilitation, coaching, or structured handoff. 4. Ongoing Support i. Provide ongoing support during the transition period, as requested by the Auditor General and mutually agreed upon by both parties. Project Duration/Scope We anticipate training development to commence as soon as this RFP is concluded and training delivery to start by: • July 6, 2026, for Transition Training • October 10, 2026, for introductory courses in the Curriculum Note: These dates are only estimates and subject to change.