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San Marcos Unified School District General Financial Auditing Services Bid 2026-17

San Marcos Unified
Due
Nov 17, 2026
14 days left
Posted
Oct 14, 2026
Contract term
1 year
Primary contact
Arazele Salazar
(760) 752-1260

The 30-second brief

What they're buying

The San Marcos Unified School District (SMUSD) invites proposals for Bid 2026-17, General Financial Auditing Services for the 2026-2027 fiscal year. The scope requires conducting a comprehensive financial audit of all District funds, evaluating internal controls, preparing management letters, and conducting student body, cash handling, and attendance workshops. The initial contract term is one year from July 1, 2027 through June 30, 2028, with four optional one-year renewal periods up to a total of five years. Proposals are due by November 17, 2026 at 2:00 pm via the OpenGov eProcurement portal, with questions due by November 3, 2026. Evaluation criteria include Pricing Proposal (40%), References (20%), and Experience (40%).

What you must deliver

2026-2027 Fiscal Audit Services, 2027-2028 Fiscal Audit Services, 2028-2029 Fiscal Audit Services, 2029-2030 Fiscal Audit Services, 2030-2031 Fiscal Audit Services

How it's scored

Pricing Proposal 40%, References 20%, Experience 40%

14 days left to submitDue Nov 17

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Summary

The San Marcos Unified School District (SMUSD) invites proposals for Bid 2026-17, General Financial Auditing Services for the 2026-2027 fiscal year.

The scope requires conducting a comprehensive financial audit of all District funds, evaluating internal controls, preparing management letters, and conducting student body, cash handling, and attendance workshops. The initial contract term is one year from July 1, 2027 through June 30, 2028, with four optional one-year renewal periods up to a total of five years. Proposals are due by November 17, 2026 at 2:00 pm via the OpenGov eProcurement portal, with questions due by November 3, 2026. Evaluation criteria include Pricing Proposal (40%), References (20%), and Experience (40%).

EVALUATION CRITERIA

3
  • Pricing Proposal 40%
  • References 20%
  • Experience 40%

REQUIRED DELIVERABLES

5
  • 2026-2027 Fiscal Audit Services
  • 2027-2028 Fiscal Audit Services
  • 2028-2029 Fiscal Audit Services
  • 2029-2030 Fiscal Audit Services
  • 2030-2031 Fiscal Audit Services

REQUIRED ATTACHMENTS

4
  • Vendor Questionnaire
  • Cost Response Form
  • Proof of insurance
  • Peer review report
Submit to
https://secure.procurenow.com/portal/smusd
Duration
60 months
Scope location
San Marcos, CA
Reported agency
San Marcos Unified School District

Questions about this BID

How do I respond to this Bid from San Marcos Unified?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 17, 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: https://secure.procurenow.com/portal/smusd. For questions, contact Arazele Salazar.

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

Most government agencies, including San Marcos 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 Bid 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 Arazele Salazar at (760) 752-1260. Questions and answers are typically shared with all prospective bidders.

What are the key deliverables?

The solicitation specifies the following deliverables: 2026-2027 Fiscal Audit Services, 2027-2028 Fiscal Audit Services, 2028-2029 Fiscal Audit Services, 2029-2030 Fiscal Audit Services, 2030-2031 Fiscal Audit Services. Proposals should clearly address how each deliverable will be met.

Show 6 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: "Pricing Proposal 40%, References 20%, Experience 40%" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from San Marcos Unified?

All active and historical solicitations from San Marcos Unified are tracked and searchable. As a school agency, San Marcos 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 1 year. Contract terms may include renewal options.

Is this solicitation still open for submissions?

Based on the posted deadline of November 17, 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 Bid?

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: Vendor Questionnaire, Cost Response Form, proof of insurance, peer review report. Review the full document from San Marcos 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: San Marcos, CA. Review the full solicitation for detailed scope requirements.

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