San Marcos Unified School District Opengov #2026-17

San Marcos Unified School District seeks five years of annual financial audit services

San Marcos Unified School District is seeking a qualified firm to conduct comprehensive annual financial audits of District funds and account groups. - Buyer: San Marcos Unified School District (SMUSD), Fiscal Services. - Services requested: Five annual audit-service entries, covering the initial audit and up to four optional renewal years. The work includes financial and compliance auditing, evaluation of internal controls, findings and management-letter reporting, requested Associated Student Body, cash-handling, and student-attendance workshops, and presentation of results to the Board of Trustees. - Key requirements: Auditors must be licensed California CPAs, meet Government Auditing Standards independence requirements, and satisfy applicable California K–12 audit standards. Proposals should address staffing and qualifications, relevant K–12 references, a recent peer review, an audit work plan, and pricing for the initial year and renewals. - Named companies and systems: Oracle Corporation is the named OEM; PeopleSoft is identified as a District financial system. Synergy Student Information System is used for pupil attendance accounting, and OpenGov is the procurement platform. Christy White, Inc. is identified as the prior-year audit firm, not as the selected provider for this solicitation. No audit-services bidder or awardee is identified. - Quantities and part numbers: Five annual service entries, one per listed fiscal year; no product part numbers or physical products are specified.

Description

San Marcos Unified School District is soliciting proposals for an annual comprehensive financial audit of all District funds and account groups for the 2026–2027 fiscal year. The work includes fieldwork, reporting on internal controls and material weaknesses, a management letter, and presentation of audit results to the Board of Trustees. The District may renew the agreement for up to four additional one-year terms, for a maximum term of five years. Proposals must be submitted electronically through the District’s eProcurement Portal by November 17, 2026, at 2:00 p.m.

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