Santa Maria ISD Independent Auditor Services RFQ 2026-004
Santa Maria Independent School DistrictSchool · Santa Maria, TX- Due
- May 4, 2026
- Deadline passed
- Posted
- Apr 20, 2026
- Contract term
- 1 year
- Primary contact
- Amanda L. Najar
- (956) 565-6308
The 30-second brief
Santa Maria Independent School District (ISD) is requesting qualification statements from certified public accounting (CPA) firms to perform the annual audit for fiscal year 2025-2026, with an option to extend for one additional year. The audit must encompass general financial statements, internal controls, and compliance with federal programs (OMB Circular A-133) and Texas Education Agency (TEA) standards. The scope includes reviewing fiscal information provided through the Public Education Information Management System (PEIMS). Offerors must demonstrate experience in school district or government audits and carry at least $500,000 in malpractice errors and omissions insurance. Responses are due by May 4, 2026, at 2:00 p.m. and must include three original bound sets delivered in a sealed envelope.
Annual audit report, Management letter, Preliminary draft audit report
Technical experience in Texas schools (25 pts), experience in government entities (5 pts), staff qualifications (35 pts), audit work plan comprehensiveness (10 pts), time estimates (10 pts), oral interviews (15 pts)
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Summary
Santa Maria Independent School District (ISD) is requesting qualification statements from certified public accounting (CPA) firms to perform the annual audit for fiscal year 2025-2026, with an option to extend for one additional year.
The audit must encompass general financial statements, internal controls, and compliance with federal programs (OMB Circular A-133) and Texas Education Agency (TEA) standards. The scope includes reviewing fiscal information provided through the Public Education Information Management System (PEIMS). Offerors must demonstrate experience in school district or government audits and carry at least $500,000 in malpractice errors and omissions insurance. Responses are due by May 4, 2026, at 2:00 p.m. and must include three original bound sets delivered in a sealed envelope.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
3- Annual audit report
- Management letter
- Preliminary draft audit report
REQUIRED ATTACHMENTS
7- Cover letter
- Technical component
- Management component
- Task/activity plan
- Felony conviction notification
- Non-collusion statement
- Insurance coverage evidence
- Submit to
- Santa Maria ISD, P.O. Box 448, 11119 Military Highway, Santa Maria, TX 78592
- Scope location
- Santa Maria, TX
- Reported agency
- Santa Maria ISD
Questions about this RFQ
How do I respond to this RFQ from Santa Maria Independent School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 4, 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: Santa Maria ISD, P.O. Box 448, 11119 Military Highway, Santa Maria, TX 78592. For questions, contact Amanda L. Najar.
Can small businesses or minority-owned firms bid on this RFQ?
Most government agencies, including Santa Maria Independent School District 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 Amanda L. Najar at (956) 565-6308. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Annual audit report, Management letter, Preliminary draft audit report. 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: "Technical experience in Texas schools (25 pts), experience in government entities (5 pts), staff qualifications (35 pts), audit work plan comprehensiveness (10 pts), time estimates (10 pts), oral inte..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Santa Maria Independent School District?
All active and historical solicitations from Santa Maria Independent School District are tracked and searchable. As a school agency, Santa Maria Independent School District 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: Cover letter, technical component, management component, task/activity plan, felony conviction notification, non-collusion statement, insurance coverage evidence. Review the full document from Santa Maria Independent School District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Santa Maria, TX. Review the full solicitation for detailed scope requirements.