Final Evaluation for RFP 25-604 Purchasing Card Audit

AID 1738361 · View on Simbli

Agenda Item

a. RFP 25-604 Purchasing Card Audit ~ Approval of Award to Forvis Mazars, LLC (Not to exceed $85,150) ~ Updated 1.13.2025

Summary: Presented by: Mr. Joel Thibodeaux, Director of Internal Audits & Compliance, Chief of Staff Division, 678.676.0740
Request: It is requested that the Board of Education approve the contract for RFP No. 25-604 for the Purchasing Card Audit in an amount not to exceed $85,150 to the Forvis Mazars LLP, the most responsive and responsible vendor.
Why: The DeKalb County School District is engaging Forvis Mazars for this audit of the District's purchasing card program to identify strengths, weaknesses, and opportunities for improvement in the structure, management, and security of the P-card program and to recommend improvements to the operation of the program as well as the policies and procedures that govern the purchasing card function.
Details: This request is for contracted services from Forvis Mazars to conduct an audit of the DCSD purchasing card program. The assessment will include an in-depth review and assessment of employee, departmental, and central office compliance with prescribed processes - including card issuance and security, card use, expenditure approval and payment, discrepancy and approval issue resolution, and employee accountability. The expected timeline for this project is 8 (eight) weeks from initialization through conclusion.
Financial impact: $85,150
Charge Code: 100.2500.530000.00011.7230.9990.8010.010.0000
Contact: Mr. Joel Thibodeaux, Director of Internal Audits & Compliance, Chief of Staff Division
Effective: Upon Board Approval
Status: Under Legal Review
                                                     Purchasing Card Audit
                                            Final Evaluation Form - RFP No. 25-604


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                                                                                                                    FIRM'S RELEVANT EXPERIENCE AND EXPERTISE
                                                            FIRM'S OVERVIEW/COMPANY PROFILE




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                                                                                                                                                                                         COST OF SERVICES
Purchasing Card Audit
RFP 25-604



             APPLICANTS                 POINTS AVAILABLE    80 140 80                                                                                          40                        60                 400

       1. CliftonLarsonAllen LLP                    Score            80 140                                                     80                                     8                      51                 359 3rd
         2. Forvis Mazars, LLP                      Score            80 140                                                     80                                    40                      31                 371 1st
        3. Mauldin & Jenkins, LLC                   Score            80 140                                                     68                                    20                      29                 337 5th
      4. MGT Impact Solutions, LLC                  Score            76 140                                                     80                                     8                      38                 342 4th
     5. Platinum Financial Services                 Score            76 70                                                      44                                     8                      60                 258 6th
   6. UHY Advisors Mid-Atlantic, Inc.               Score            80 140                                                     80                                     8                      54                 362 2nd
    7. Cherry Bekaert Advisory LLC                  Score




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