Agenda Item
a. Approval of Contract for Internal Audit Staff Support (Not to exceed $150,000)
Summary: Presented by: Dr. Joel B. Thibodeaux, Director, Office of Audits & Compliance, Division of Audit & Compliance
Request: It is requested that the Board of Education approve a Service Agreement with Plante Moran, LLCP for the temporary provision of hourly, as needed support staff for Internal Audits & Compliance.
Why: To augment Internal Audits & Compliance staff capacity while newly hired staff is equipped and trained.
Details: In addition to the Annual Audit Plan and special investigations, the Office of Internal Audits & Compliance is adding routine school audits to the departmental work plan. Additional staff will be necessary to keep pace with the Annual Audit Plan while the Internal Audits area responds to organizational change and resource reallocation. This temporary staffing provision will assist Internal Audits in continuing to provide timely engagement and reporting of both planned audits and necessary, but spontaneous investigations.
Financial impact: Not to exceed $250,000
Contact: Dr. Joel B. Thibodeaux, Director, Office of Audits & Compliance, Division of Audit & Compliance, 678.676.0740
Effective: October-November 2023 - Upon BOE Approval and Final Contract Agreement
Status: Approved by Legal
Scope of Work
Our services will consist of the assignment of staff members to augment existing staff within
Client’s internal audit function. The assignment of the staff will commence immediately and
upon written request from client. Specific staff augmentation assignments will end upon an
agreed date between both parties and as requested in writing by client.
Our staff members will assist your team with the execution of your Internal Audit program.
Anticipated activities will include workpaper set-up, execution of sample selections, performing
walkthroughs, obtaining sample data, sample document inspection in connection with testing
activities, monitoring the status of work and unresolved issues, and any necessary follow-up
including addressing any review notes provided by you or a member of your team. Following the
conclusion of internal audit procedures, assigned Plante Moran staff will support Client staff with
the preparation of internal audit reports submitted to the Client supervisor(s) for review.
Our staff members will report to your internal audit team and all required oversight and review of
working papers will be the responsibility of Client staff. Unless requested to do so and in
connection with their assigned role, Plante Moran managers and partners will not perform any
review procedures and accordingly do not take responsibility for the final work product.
Fees and Payment Terms
Our fee for this engagement, will be based on the value of the services we provide. Our hourly
rates will be billed based on the staff level performing the work as outlined below:
Consultant $175-$200
Sr. Consultant $200-$260
Manager $260-$300
Sr. Manager $300-$350
Principal $350-$400
Partner $400-$420
Plante Moran will work with client to determine the extent to which services shall be completed
on-site at a DCSD facility, remotely from a Plante Moran office, or combination of both as agreed
up on in writing between Plante Moran and Client.
Plante Moran will report on a weekly basis the hours incurred and general project status updates.
Travel time to client facility will be billed at 50% stated hourly rates as determined by assigned
role and all reasonable travel expenses will be billed at cost.