Performance Auditing Services for Bond Measure JJ for SMUSD

The San Marcos Unified School District (SMUSD) invites interested organizations and qualified entities to submit proposals for 2026-16, Performance Auditing Services for Bond Measure JJ for SMUSD. This solicitation is for the 2026-2027 Fiscal Year.

The District is requesting an audit of performance of Bond Measure JJ program under the jurisdiction of the San Marcos Unified School District, for a period of one (1) year. The District may elect to renew the contract for up to four (4) additional one (1) year renewal options for a maximum total of five (5) years.

Scope of the Audit Services

The District is requesting an audit of performance of Bond Measure JJ program under the jurisdiction of the San Marcos Unified School District, for a period of one (1) year. The District may elect to renew the contract for up to four (4) additional one (1) year renewal options for a maximum total of five (5) years.

Procurement of Architects, Contractors, and Consultants

• Review the procurement process (RFQ/RFP, qualifications-based selection, etc.).
• Evaluate the composition and effectiveness of the selection committee.
• Review how professional service fees were established and compare them with industry standards.
• For Lease-Leaseback (LLB) projects, review subcontractor bid solicitation and selection processes to ensure competitiveness and transparency.

Budget Performance

• Compare original project budgets (hard and soft costs) with final project costs.
• Identify cost variances and the factors contributing to those changes.
• Document best practices that could help improve cost predictability and budget management on future projects.

Schedule Performance

• Compare planned design, construction, and closeout schedules with actual completion dates.
• Identify schedule variances and their underlying causes.
• Recommend practices that may improve schedule performance and reduce delays on future projects.

Construction Delivery Methods

• Evaluate the delivery methods used by the District (Design-Bid-Build, Lease-Leaseback, CM at Risk, etc.).
• Assess whether the selected delivery methods achieved the desired outcomes.
• Identify alternative delivery approaches that may improve cost, schedule, quality, or risk management.

Bid proposals must be submitted to the Purchasing Department via the district's eProcurement Portal. All bids must be received on or prior to **2:00 pm on Tuesday, November 17, 2026**, after which bids will be unsealed. Only **electronic bid submittals** will be accepted. Questions are due by **2:00 pm on Tuesday, November 3, 2026**.

Proposals will be evaluated on the following criteria:

| Criteria Description | Percentage of Score |
| --- | --- |
| Pricing Proposal | 40% |
| References | 20% |
| Experience | 40% |

The term of the contract will be as follows:

1. Initial term: January 1, 2027 - December 31, 2027
2. Renewal Option #1: January 1, 2028 - December 31, 2028
3. Renewal Option #2: January 1, 2029 - December 31, 2029
4. Renewal Option #3: January 1, 2030 - December 31, 2030
5. Renewal Option #4: January 1, 2031 - December 31, 2031

Commercial General Liability with limits no less than **$2,000,000** per occurrence. Professional Liability (Errors and Omissions) with limit no less than **$1,000,000** per occurrence or claim, **$2,000,000** aggregate.