School Claims Auditor Services

The Vendor is required to provide accounting firms to perform the school claims auditor function.
- Be fully knowledgeable with state and local bidding laws and regulations as well as board policies and regulations.
- Be familiar with the legal requirements associated with general municipal law section 103 and the bidding requirements.
- Be familiar with the practice and use of co-operative bidding, county contracts, and state office contracts.
- Perform the following duties weekly:
•    Review all voucher packets.
•    Ensure that each voucher packet includes a purchase order signed by the purchasing agent and an original invoice.
•    Ensure that voucher packets for conference reimbursements include an approved purchase order, and approved authorization to attend such conference, conference literature describing the cost, location, and purpose for attending, an expense reimbursement form signed by the individual making the claim, approved by the supervisor and has original, itemized receipts attached.
•    Ensure that the invoice clearly describes the goods or services purchased and matches the purchase order.
•    Make certain that the invoiced price is comparable to the estimated cost on the purchase order and if the invoice cost is above the purchase order that the purchasing agent has approved the increased cost.
•    Ensure that the district does not pay any sales tax.
•    If the expenditure is one that requires bidding, make certain there is evidence that the merchandise was bid either by the school district or through a cooperative bid or state contract.
•    If the expenditure is one that does not require bidding, make certain there is evidence that the purchase is in compliance with school district policy.
•    Review all voucher packets for their reasonableness.
•    Confirm that signatures are those that are approved by board policy or administrative regulation.
•    Verify that extensions are correct.
•    Compare actual check to documents of voucher packet approved.
•    Execute the certification of the warrant authorizing treasurer to sign and mail checks.

- Contract Period/Term: 1 year