The UC-wide AuditBoard (now Optro) agreement, executed on December 23, 2025, establishes a single, systemwide Software-as-a-Service (SaaS) audit management solution to support the University of California’s (UC) internal audit community. This agreement enables UC internal auditors to use AuditBoard’s Audit Management System to apply a systematic and disciplined approach to evaluating and improving risk management, internal controls, and governance processes across the UC system.
This agreement replaces a legacy, on-premises audit platform with a modern, cloud based solution that supports the full audit lifecycle, including planning, risk assessment, workpaper management, issue tracking, and reporting. It is designed to provide consistent audit capabilities across UC locations, align with UC terms and data security requirements, and support systemwide efficiency and compliance objectives through a competitively awarded, best value procurement.
The AuditBoard (now Optro) agreement is available UC-wide to 10 campuses, 6 health centers, and the Lawrence Berkeley and Lawrence Livermore National Laboratories.
CalUsource contract: #2025004806
Supplier Contact:
AuditBoard (now Optro) website
Agreement Benefits and Details
A Single, Systemwide Audit Platform
This agreement provides a shared, systemwide UC‑wide audit management solution that replaces fragmented legacy campus tools for greater alignment, transparency, and collaboration across all UC internal audit departments.
Modern, Cloud‑based Audit Management
The platform transitions campuses from aging on‑premises systems to a secure, SaaS‑based solution for improved usability, automation, and scalability without local infrastructure maintenance.
End‑to‑End Audit Lifecycle Support
AuditBoard supports the full audit lifecycle from planning and risk assessment through reporting and close‑out for more consistent and efficient audit management across campuses.
Improved Efficiency and Reduced Manual Effort
Advanced automation and intuitive workflows reduce manual processes and audit cycle times to allow for more focus on value‑added activities like risk analysis.
Systemwide Consistency and Visibility
Standardized functionality and reporting improve visibility into audit activities across UC for increased oversight and consistent application of internal audit standards.
Strong Integration and Future‑ready Architecture
Integration capabilities with existing ERP and GRC systems translate into long‑term stability and sustainability as audit and compliance needs evolve.
Best‑value Pricing and Predictable Costs
The competitively awarded agreement includes significant discounts and fixed pricing for the initial term and renewals for cost predictability.
Alignment with UC Security, Privacy, and Compliance Requirements
The agreement incorporates UC terms, data security requirements, and systemwide risk assessments for campus confidence in security, privacy, and compliance.
RFP Team
Haley Shaul (UCD) | Jefrey Weiss (UCLA) | Randy Schwantec (UCM) | Matt Hicks, Greg Loge, Zuleikha Shakoor, Caylen McGehee, Jonnathon Kline (UCOP) | Amy Marie Kozak (UCSC) | Christa Perkins (UCSD) | Susan Walker (UCSF).
Questions?
Bala Balakumar | IT Category Manager | UC Systemwide Procurement