Auditing Services
Pleasanton UnifiedSchool · Pleasanton, CA- Due
- Jul 20, 2026
- Deadline passed
- Posted
- Jun 22, 2026
- Contract term
- 3 years
- Primary contact
- Rachel Mercado
- (925) 462-5500
The 30-second brief
Pleasanton Unified School District is soliciting proposals for a three-year auditing services agreement covering fiscal years 2026-27 through 2028-29. The scope includes district-wide financial audits, bond program audits, and preschool program audits due by July 20, 2026.
Quality and completeness of proposal, competence and expertise in K-12 audits, reasonableness of costs/fees, financial stability, staff qualifications
Get notified when Pleasanton Unified posts the next one.
Get alerts freeFree account · 30-second setup · No credit card
Summary
Pleasanton Unified School District is soliciting proposals for a three-year auditing services agreement covering fiscal years 2026-27 through 2028-29. The scope includes district-wide financial audits, bond program audits, and preschool program audits due by July 20, 2026.
EVALUATION CRITERIA
5- Quality and completeness of proposal
- Competence and expertise in K-12 audits
- Reasonableness of costs/fees
- Financial stability
- Staff qualifications
REQUIRED ATTACHMENTS
10- Document A - Certification of RFP
- Document B - Statement of Qualifications
- Document C - Non-Collusion Declaration
- Document D - Certificate/Declaration of Insurance
- Document E - Sample Audit Report
- Document F - Professional Services Agreement Acknowledgment
- Document G - Contractor’s Disclosure Form
- Outside Provider Certification of Employee Clearance
- W-9
- Workers’ Compensation Certification
REQUIRED STAFFING
3- Scope location
- Pleasanton, CA
- Reported agency
- Pleasanton Unified School District
Questions about this RFP
How do I respond to this RFP from Pleasanton Unified?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 20, 2026. Be sure to include all required attachments as outlined in the solicitation. For questions, contact Rachel Mercado.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Pleasanton Unified in CA, 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 Rachel Mercado at (925) 462-5500. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: engagement partner, manager, field staff. Proposers should demonstrate relevant qualifications and experience for each required role.
Show 5 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Quality and completeness of proposal, competence and expertise in K-12 audits, reasonableness of costs/fees, financial stability, staff qualifications" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Pleasanton Unified?
All active and historical solicitations from Pleasanton Unified are tracked and searchable. As a school agency, Pleasanton Unified 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 3 years. Contract terms may include renewal options.
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: Document A - Certification of RFP, Document B - Statement of Qualifications, Document C - Non-Collusion Declaration, Document D - Certificate/Declaration of Insurance, Document E - Sample Audit Report. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Pleasanton Unified 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, CA. Review the full solicitation for detailed scope requirements.