Internal Accounts Auditing Services

The School Board of Polk County, Florida issued Request for Proposal (RFP) #042-PGB-0519 for Internal Accounts Auditing Services, seeking competitive proposals from qualified Certified Public Accountants to conduct comprehensive audits of internal accounts for approximately 123 public schools and 21 departments. The audit will cover fiscal years ending June 30, 2019, 2020, and 2021, with potential contract renewal options. Key deliverables include reviewing internal controls, preparing management letters, conducting exit conferences with school principals and department managers, and performing control and compliance tests across various financial activities such as admissions events, contracts, deposits, disbursements, fundraising, and receipt documentation. The evaluation process will assess proposals based on a 100-point scoring system: 40 points for experience and qualifications, 25 points for scope of services, and 35 points for pricing, with potential additional points for oral presentations. The proposal deadline was May 2, 2019, at 3:00 pm ET, with potential finalist interviews scheduled for May 9, 2019. Proposing firms must provide a fixed price per school type and offer educational discounted rates.

The RFP did not indicate specific set-aside designations or restrictions for disadvantaged enterprises. The incumbent vendor, Carr, Riggs & Ingram, LLC, was previously contracted at $104,650 annually and was subsequently recommended for contract renewal. The most recent renewal amendment covers a three-year period from July 1, 2023, through June 30, 2026, with an option for two additional two-year extensions. The fee structure is calculated based on school type, with per-school rates ranging from $640 to $830, resulting in a total annual contract value of $100,270. The contract includes comprehensive compliance requirements such as background screening, E-Verify system usage, and adherence to civil rights regulations. The school district will provide workspace, document access, and collaborate with the Senior Manager of Auxiliary Accounting to facilitate the audit process. The audit scope encompasses diverse educational institutions, including 66 elementary schools, 20 middle schools, 16 high schools, 3 career schools, 2 adult schools, and 4 alternate education schools.