Professional Claims Audit Services

The vendor is required to provide perform claims auditing services for all city.
- In July 2020, the board outsourced claims audit services.
- The district is planning to transition the system of record from people soft to oracle on July 1, 2025.
- The system tracks vendors, requisitions, purchase orders, receipts, budgets, workflow, approvals, accounts payable matching, and payments.
- This web-based system maintains images of invoices and related payment support.
- In the 2023-24 school year the claims auditor reviewed approximately 30,000 people soft vouchers and 6,000 concur invoices and travel expense reports, and 3,000 purchasing card transactions.
- The claims auditor is responsible for reviewing and approving all claims against the district.
- The weekly Thursday check run, the claims auditor must ensure that all vouchers selected for payment were approved by the claims auditor.
- Be familiar with and able to monitor the legal requirements of the claims auditor position and those associated with purchases in a public-school environment.
- Typical claims audit duties that shall be performed, including, but not limited to:
• Review, understand and evaluate compliance with the district's board policies, superintendent regulations, operating protocols and procedures for district financial practices.
- Review all invoices and expenses for substantiation, authorization and accuracy before payment.
- After evaluation of required supporting documentation, vouchers are approved, signed and dated by the claims auditor.
- Any denied claims are brought to the attention of accounts payable or procurement and resolved timely.
- Contract Period/Term: 1 year
- An Optional Pre-Proposal Conference Date: March 20, 2025
- Questions/Inquires Deadline: March 14, 2025