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City of Pleasanton Forensic Auditing Services Request for Qualifications - 2026

City of Pleasanton logoCity of Pleasanton
Due
Jul 31, 2026
Deadline passed
Posted
Jun 26, 2026
Contract term
1 year
Primary contact
Bradley Chambers
(830) 569-3867

The 30-second brief

What they're buying

The City of Pleasanton is seeking proposals from qualified Certified Public Accounting (CPA) firms to perform independent forensic auditing services for Fiscal Year 2024-2025. The audit encompasses a detailed review of expenses and fund transfers across all municipal funds, including the General Fund, Utility Fund, Airport Fund, CDBG Grant Fund, and various special revenue and debt service funds, alongside an evaluation of procurement practices, compliance, and internal controls. Proposers must demonstrate CPA licensure in Texas, relevant forensic audit experience, and adherence to AICPA and GAO standards. The submission deadline is July 31, 2026, at 2:00 p.m., with questions due by July 17, 2026. Evaluation criteria emphasize firm qualifications, assigned staff experience, audit approach, methodology, and past performance.

What you must deliver

Interim Status Updates, Interim Findings, Draft Report(s), Final Report(s), Executive Summary, Presentation to City Council, Working Papers Access & Evidence Index

How it's scored

Qualifications and Experience of the Firm- 35 points, Qualifications and Experience of Assigned Staff- 25 points, Audit Approach, Methodology and Work Plan- 25 points, Past Performances and References- 15 points

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Summary

The City of Pleasanton is seeking proposals from qualified Certified Public Accounting (CPA) firms to perform independent forensic auditing services for Fiscal Year 2024-2025.

The audit encompasses a detailed review of expenses and fund transfers across all municipal funds, including the General Fund, Utility Fund, Airport Fund, CDBG Grant Fund, and various special revenue and debt service funds, alongside an evaluation of procurement practices, compliance, and internal controls. Proposers must demonstrate CPA licensure in Texas, relevant forensic audit experience, and adherence to AICPA and GAO standards. The submission deadline is July 31, 2026, at 2:00 p.m., with questions due by July 17, 2026. Evaluation criteria emphasize firm qualifications, assigned staff experience, audit approach, methodology, and past performance.

EVALUATION CRITERIA

5
  • Qualifications and Experience of the Firm- 35 points
  • Qualifications and Experience of Assigned Staff- 25 points
  • Audit Approach
  • Methodology and Work Plan- 25 points
  • Past Performances and References- 15 points

REQUIRED DELIVERABLES

7
  • Interim Status Updates
  • Interim Findings
  • Draft Report(s)
  • Final Report(s)
  • Executive Summary
  • Presentation to City Council
  • Working Papers Access & Evidence Index

REQUIRED ATTACHMENTS

8
  • Title Page
  • Table of Contents
  • Transmittal Letter
  • Proposer Guarantee
  • Proposer Warranties
  • Proposed Audit Schedule
  • Standard Agreement
  • Errors and Omissions Insurance Policy
Submit to
108 Second Street, PO Box 209, Pleasanton, TX 78064
Duration
12 months
Scope location
Pleasanton, TX

Questions about this RFQ

How do I respond to this RFQ from City of Pleasanton?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 31, 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: 108 Second Street, PO Box 209, Pleasanton, TX 78064. For questions, contact Bradley Chambers.

Can small businesses or minority-owned firms bid on this RFQ?

Most government agencies, including City of Pleasanton in TX, 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 RFQ 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 Bradley Chambers at (830) 569-3867. Questions and answers are typically shared with all prospective bidders.

What are the key deliverables?

The solicitation specifies the following deliverables: Interim Status Updates, Interim Findings, Draft Report(s), Final Report(s), Executive Summary, Presentation to City Council, Working Papers Access & Evidence Index. 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: "Qualifications and Experience of the Firm- 35 points, Qualifications and Experience of Assigned Staff- 25 points, Audit Approach, Methodology and Work Plan- 25 points, Past Performances and References..." Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from City of Pleasanton?

All active and historical solicitations from City of Pleasanton are tracked and searchable. As a city agency, City of Pleasanton 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 1 year. Contract terms may include renewal options.

What documents are required to bid on this RFQ?

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: Title Page, Table of Contents, Transmittal Letter, Proposer Guarantee, Proposer Warranties, Proposed Audit Schedule, Standard Agreement, Errors and Omissions Insurance Policy. Review the full document from City of Pleasanton for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Pleasanton, TX. Review the full solicitation for detailed scope requirements.

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