General Financial Auditing Services for San Marcos USD

The San Marcos Unified School District is soliciting proposals for general financial auditing services for the 2026-2027 fiscal year. The selected firm will perform a comprehensive annual audit of all district funds and account groups, ensuring compliance with California Education Code Section 41020, GAAS, GAAP, Government Auditing Standards, and OMB Circular A-133. Key deliverables include an exit conference in October 2027, written reports on internal controls and material weaknesses, and a final rough draft of the audit report due by December 15th. Additionally, the auditor is expected to conduct workshops on cash handling, student attendance, and Associated Student Body matters as requested. The contract consists of an initial one-year term from July 1, 2027, to June 30, 2028, with the district holding the option to renew for up to four additional one-year terms. Proposals must be submitted electronically by November 17, 2026, and will be evaluated based on experience (40%), pricing (40%), and references (20%). The district requires the auditor to be a licensed certified public accountant and to maintain independence according to GAO standards. Bidders must provide a detailed pricing proposal, a vendor questionnaire, and a non-collusion declaration, while also certifying compliance with nondiscrimination and drug-free workplace policies. The successful vendor must provide a certificate of insurance and indemnify the district against all claims. Award decisions may be made by line item, category, or in total, at the district's discretion.