Claims Auditor Services

The vendor is required to provide claims audit services for 2025-2026 school year, with an option to renew for the 2026-2027, 2027-2028, 2028-2029, and 2029-2030 school years.
- Read and refer to copies of the external auditor’s management letters and internal auditor’s risk assessments.
- Complete the following checklist for each warrant pay:
•    Review that purchases order and claim form is attached.
•    Verify that purchase order and claim form is signed by purchasing agent.
•    Verify that all purchases were made in accordance with general municipal law, board of education’s policies and the purchasing handbook.
•    Verify dates of purchase orders and invoices. 
•    Verify that the receiving agent or authorized employee sign the receiving report indicating work and materials delivered to the district. 
•    Verify conference and mileage expense reimbursement claim forms are properly itemized (vouchers must contain purpose of travel, mileage printout dates and points of travel, approved rate, approval to attend, proof of attendance and proof of payment if applicable.
•    Review appropriate detailed back-up for purchase orders.
•    Verify that the invoice is an original or email and not a fax or photocopy. 
•    Verify that the invoice was approved for payment.
•    Verify that the amount is accurate on the invoice
•    Verify that the goods and services on the invoice match the p.o.
•    Verify purchase order estimated costs are comparable to the invoice.
•    Verify that sales tax is not being paid.
•    Verify that all purchases associated with an open purchase order do not exceed limit.
•    Verify that all payments to consultants or for professional services are in accordance with the contract or board minutes.
•    Verify all payments for employee fringe benefits are in accordance with the contract.
•    Verify that each package has been accounted for in the warrant.
•    Stamp all processed invoices “paid” to prevent duplicate payment.
•    All individual packages should be initialed by the claim’s auditor.
•    Sign and date the warrant agreeing to the total dollar amount of the warrant.
•    Any payment package denied should be voided.
•    Provide written report on the warrant review as prescribed by the district.
- Verify cancelled check endorsement on a regular basis.

- Contract Period/Term: 1 year