Agenda Item
a. Approval of Award of RFP 23-542 Comprehensive Financial Audit of CARES ESSER Spending (to FORVIS, LLP for an amount not to exceed $877,000) - (Updated 11.11.2022)
Summary: Presented by: Mr. Joel B. Thibodeaux, Director, Office of Audits & Compliance
Request: Select Doc RFP 23-542 Sourcing Efforts Memo Public Confidential ManagementIt is requested that the Board of Education consider and approve the award of 23-542 Comprehensive Financial Audit of CARES ESSER Spending to FORVIS, LLP for an amount not to exceed $877,000.
Why: The DeKalb County School District has determined that a comprehensive financial audit of DCSD CARES/ESSER spending, to include all spending areas, shall be conducted by an outside, 3rd party firm in order to provide assurance to DCSD stakeholders of the District's compliance with Federal law and that all expenditures of CARES/ESSER funds by the District conform to the rules and guidelines of the Program.
Details: FORVIS, LLC shall audit the entire CARES/ESSER spending up to and including the date of analysis. The date of analysis will be determined by DCSD and FORVIS, LLC in the final contract.
FORVIS, LLC shall subsequently audit additional spending through the end of CARES/ESSER funding, as directed by DCSD.
DCSD will provide accounts access and additional necessary information to FORVIS, LLC.
FORVIS, LLC shall deliver a report determining the overall quality of controls over CARS/ESSER fund management and the compliance status of all CARES/ESSER expenditures.
Financial impact: General Funds not to exceed $877,000. Final cost will be negotiated and primarily based on the level of statistical analysis to be engaged by FORVIS, LLC in meeting DCSD's audit scope requirements.
Charge code:
100.2300.530000.72211.9999.9990.8010.115.0000 - Purchased Professional and Technical Services
Contact: Mr. Joel B. Thibodeaux, Director, Office of Audits & Compliance, 678.676.0740
Effective: Upon Board approval.
Status: Approved by General Counsel.
Enclosure B
Weighted Evaluation Criteria
RFP 23-542 Comprehensive Financial Audit CARES/ESSER Spending
This is provided to assist department in preparing Weighted Evaluation Criteria. Criteria shall be specific to
the project and its importance shall be defined by weights that the Evaluation Committee will use to arrive at a
recommendation of award.
Weights (or points) are for use by the Evaluation Committee and is not be stated in the RFP.
Criteria
Total Weights
Approach to the Project 35%
(Includes Methodology)
Corporate Qualifications and Experience 30%
Cost 20%
Capacity 15%
Relative Weight Evaluation Criteria Score
Approach to the Project
35% (includes Methodology)
Corporate Qualifications and
30% Experience
Cost
20%
Capacity
15% (includes the ability to meet
DCSD requirements and staff
credentials assigned to project
and similar experience with
other comparable K-12 school
districts)
100% TOTAL SCORE