Internal Accounts Auditing Services (RFP)

The School Board of Polk County, Florida issued a Request for Proposal (RFP) #046-PLA-0414 seeking internal accounts auditing services from qualified Certified Public Accountants to conduct comprehensive audits of internal accounts activities for approximately 114 public schools over a three-year period. The primary objective is to perform financial audits in accordance with generally accepted auditing standards and Government Auditing Standards, with the goal of expressing an opinion on the financial statements of the district's agency internal activity funds. Proposers must submit a fixed price per school type (elementary, middle, high, and specialized schools), with the evaluation criteria allocating 40 points to experience and qualifications, 25 points to scope of services, and 35 points to pricing. The original proposal was due on May 5, 2014, with an anticipated School Board action date of May 27, 2014, and the contract term beginning after Board approval. The district reserved the right to extend the contract for two additional fiscal years through mutual written consent, with potential price adjustments based on the Consumer Price Index.

No specific set-aside designations or restrictions for disadvantaged enterprises were explicitly mentioned in the documentation. The incumbent vendor for this contract is Carr, Riggs & Ingram, LLC, who was recommended for the award and received the highest evaluation scores of 98.496 points from each of the three evaluators. Historical pricing information showed that audit services previously cost $21,000 for 30 schools in 2011 and 2012, increasing to $57,100 for 58 schools in 2013, with pricing varying by school type from $750 for elementary schools to $2,000 for high schools. The pricing structure requires proposers to submit a single, fixed price per school type, with additional services to be priced using hourly rates for various staff levels. The contract covers auditing services for fiscal years ending June 30, 2014, 2015, and 2016, with potential renewal for two additional fiscal years. Most audit work is anticipated to be performed at the District offices, with no school visits required and exit conferences to be conducted by telephone.