Okaloosa County BOCC — December 4, 2012 — Internal Auditing Services — reading text

__________________________________ _____________________________ _______________________________ Bidder’s Company Name Authorized Signature – Manual ______________________________ _______________________________ E-Mail Authorized Signature – Typed 25 Okaloosa County Government Organizational Chart (Appendix H) 26  Finance Department Organizational Chart (Appendix I) FINANCE DIRECTOR BCC FINANCE RECORDS DEPARTMENT CONTRACTS & FINANCIAL MINUTES BUDGET GRANTS SERVICES CLERK TO BCC MANAGER MANAGER MANAGER ACCOUNTANT SENIOR ACCOUNTS ACCOUNTS ACCOUNTS ACCOUNTANT PAYROLL ACCOUNTANT RECEIVABLE PAYABLE PAYABLE ACCOUNTANT 27  Pricing Structure (Appendix J) Part A – Review of entity wide internal controls, fraud risk assessment and overall risk assessment for Okaloosa County, Florida Board of County Commissioners including the presentation of an internal audit plan. Estimated Hours Proposed Hourly Rates Proposed Total Partners Managers Supervisory Staff Staff Specialists Total Part B – Internal audit services and monitoring of corrective action plan of the TDD. Proposed Hourly Rate Partners Managers Supervisory Staff Staff Specialists Total Note: It is anticipated an hours estimate for each activity to be audited or monitored by the internal audit function will be provided by the firm once the risk assessment and annual work plan is approved by the Board of County Commissioners. Service delivery and allowability of progress billings will be executed on a task order basis. 28  INTERNAL AUDITING SERVICES FOR THE OKALOOSA COUNTY BOARD OF COUNTY COMMISSIONERS RANKING SHEET (Appendix K) RANKING CRITERIA Response to RFP Submission of required elements (15 pts) Staff Qualifications (15 pts) Experience (20 pts) References (10 pts) Approach to Audit (20 pts) Cost (20 pts) TOTAL POINTS (100 POSSIBLE) COMMITTEE MEMBER: DATE SIGNATURE: 29  “SAMPLE” CONTRACT (Appendix L) This agreement, executed in Crestview, Florida this _____ day of ___________________________ 2013 between the County of Okaloosa, Florida, the Owner, hereinafter called the Party of the First Part, and ______________________________ or its successors, executors, administrators and assigns, hereinafter called the Party of the Second Part. WITNESSETH: That for and in consideration of payments, hereinafter mentioned, to be made by the Party of the First Part, the Party of the Second Part agrees to furnish all equipment, machinery, tools and labor; to furnish and deliver all materials required to be furnished and delivered in and about the improvement and to do and perform all work related to Internal Auditing Services for the Okaloosa County, Florida Board of County Commissioners per the attached proposal for an approximate total price of $ in strict conformity with the provisions of this Contract, the Notice to Contractors, the Specifications and the Plans approved by the Owner. The said Plans, Specifications, the Notice to Contractors, and the Proposal are hereby made a part of this agreement as fully and to the same effect as if the same had been set forth at length in the body of this agreement. The Contractor shall be prepared to begin work to be performed under the contract as he set forth in his proposal, but will not proceed until he receives official notice to begin. REPRESENTATIVES: The authorized representative of the County shall be: James D. Curry, County Administrator 1804 Lewis Turner Blvd, #400 Ft. Walton Beach FL 32547 850-651-7515 / 850-651-7551 (F) E-Mail: jcurry@co.okaloosa.fl.us The authorized representative for shall be: E-Mail: All notices required by this agreement shall be in writing to the representative listed above with a courtesy copy to the following: Jack Allen Contracts & Leases Okaloosa County Purchasing Department 602-C North Pearl Street Crestview, FL 32536 850-689-5960 / 850-689-5998 (FAX) E-Mail: jallen@co.okaloosa.fl.us 30  IN WITNESS WHEREOF, the Chairman of the Board of County Commissioners, by authority vested in him, has hereunto subscribed his name on behalf of the County of Okaloosa, Florida, the Owner, and the said has hereto fixed his signature, the day and year above written. WITNESS: CONTRACTOR BY TITLE STATE OF FLORIDA COUNTY OF OKALOOSA This contract is accepted this _____ day of _____________________ 2013 and is effective on the _____ day of _________________________ 2013. ATTEST: COUNTY OF OKALOOSA, FLORIDA BY Gary Stanford Don Amunds, Chairman Deputy Clerk of Court 31