Internal Claims Auditor Services

The vendor is required to provide for the position of “internal claims auditor” for the 2025-26 school year.
- The internal claims auditor reports directly to the board of education, but will be expected to work cooperatively with the office of the assistant superintendent for business
- The internal claims auditor is a significant component of the district’s internal control systems
- The position verifies the appropriateness of all claims paid by the district.
- The duties and responsibilities of the internal claim’s auditor include, but are not limited to, the following:
• Ascertaining that the following tests have been performed prior to releasing the claim for payment
a. Compare the voucher with the purchase order.
b. See that the voucher is properly itemized.
c. Determine that charges are not duplicates
d. Identify that there is evidence of the receipt of the materials or supplies or the rendering of services.
e. Ascertain that the approval of the purchasing agent is indicated.
f. Assure the mathematical accuracy of all computations.
g. Verify the item is within the funds available within the approved budget line item and complies with district policy.
h. Compare warrants to the purchase order.
• The audit will be a deliberate and thorough process to determine that the payments are proper
• The process will ascertain that the payment is for a valid and legal purpose and the obligation was incurred by an authorized district official.
• The district requires that the firm assigns at least two consistent staff members to the district’s account to provide for overlap, continuity of coverage, and availability•
• The firm will be required to provide a monthly report to the board of education.
• The firm will be required to make an in-person presentation to the board of education at least quarterly, at a regularly scheduled board of education public meeting.
• The firm will prepare and make copies of all reports on its own premises and deliver two copies of all reports to the assistant superintendent for business.
• Provide an adequate work area, access to its financial staff, and access to the internal and external auditors of the district, as necessary.
• The firm will be required to work cooperatively with the district’s internal auditor.
- Contract Period/Term: 1 year