The State Bar of California - CPA Firm Attestation Services for CTAPP Compliance Reviews - 2026
State Bar of California | State of CaliforniaState · San Francisco, CA- Due
- Apr 1, 2026
- Deadline passed
- Contract term
- 1 year
- Primary contact
- Grisel Zendejas
The 30-second brief
The State Bar of California invites qualified Certified Public Accounting (CPA) firms to apply for approval to provide attestation services, specifically Agreed-Upon Procedures (AUP), for the Client Trust Account Protection Program (CTAPP) compliance reviews. The State Bar anticipates entering into agreements with up to twenty (20) California CPA firms to complete hundreds of compliance reviews annually for attorneys holding client trust accounts. The contract term is for one year with options to renew for additional one-year terms. Applications will be accepted on an ongoing basis with a submission deadline of April 1, 2026. Submissions must be emailed electronically in PDF format to [email protected]. Evaluation criteria include overall responsiveness (20 points), agreement with contracting requirements (20 points), and applicant's experience, expertise, and professionalism in performing attestation engagements (60 points).
Agreed-upon procedures (AUP) compliance reviews and report of findings for attorney client trust accounts
Overall responsiveness of the proposal (20 points), Agreement with the State Bar's contracting requirements (20 points), Applicant's experience, expertise, and professionalism in performing attestation engagements (60 points)
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Summary
The State Bar of California invites qualified Certified Public Accounting (CPA) firms to apply for approval to provide attestation services, specifically Agreed-Upon Procedures (AUP), for the Client Trust Account Protection Program (CTAPP) compliance reviews.
The State Bar anticipates entering into agreements with up to twenty (20) California CPA firms to complete hundreds of compliance reviews annually for attorneys holding client trust accounts. The contract term is for one year with options to renew for additional one-year terms. Applications will be accepted on an ongoing basis with a submission deadline of April 1, 2026. Submissions must be emailed electronically in PDF format to [email protected]. Evaluation criteria include overall responsiveness (20 points), agreement with contracting requirements (20 points), and applicant's experience, expertise, and professionalism in performing attestation engagements (60 points).
EVALUATION CRITERIA
REQUIRED DELIVERABLES
Agreed-upon procedures (AUP) compliance reviews and report of findings for attorney client trust accounts
REQUIRED ATTACHMENTS
10- Executive summary
- Qualifications background and resumes
- Peer System Review rating report
- Policies and procedures for confidentiality and conflict checks
- Confirmation of training and workpaper maintenance
- Disclosure of conflicts of interest
- Legal actions or lawsuits list
- Business licenses and good standing
- Small business certification
- Written acknowledgement of contracting requirements
- Submit to
- [email protected]
- Scope location
- San Francisco, CA
- Reported agency
- The State Bar of California
Questions about this RFP
How do I respond to this RFP from State Bar of California | State of California?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 1, 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: [email protected]. For questions, contact Grisel Zendejas.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including State Bar of California | State of California 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 Grisel Zendejas. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Agreed-upon procedures (AUP) compliance reviews and report of findings for attorney client trust accounts. 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: "Overall responsiveness of the proposal (20 points), Agreement with the State Bar's contracting requirements (20 points), Applicant's experience, expertise, and professionalism in performing attestatio..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from State Bar of California | State of California?
All active and historical solicitations from State Bar of California | State of California are tracked and searchable. As a state agency, State Bar of California | State of California 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 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: Executive summary, Qualifications background and resumes, Peer System Review rating report, Policies and procedures for confidentiality and conflict checks, Confirmation of training and workpaper main. Review the full document from State Bar of California | State of California 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 Francisco, CA. Review the full solicitation for detailed scope requirements.