Auditing Services

2026-11-03

The State of Hawaii ’ s Executive Office on Aging ’ s needs a provider who can deliver the following auditing services : Spending Reports and Claim Management Review and verify monthly spending reports provided to the EOA by the FMS for each veteran enrolled for accuracy . This shall include , but is not limited to the following : Each veteran ’ s monthly expenditures do not exceed their monthly budget ; Each veteran ’ s monthly expenditures do not include unbillable days , as determined , and communicated by the EOA . Communicate errors found on veteran spending reports to the EOA and the FMS and track the status of corrections . Email monthly spending reports to the VA for review and approval . Respond to the VA ’ s request for corrections to spend reports and inform the EOA and FMS on needed corrections . Email corrected spend reports to the VA for approval . Inform FMS when monthly spending reports are approved by the VA . Claim Management Review FMS generated claims for EOA reimbursement from the VA for VDS services and supports . Communicate approval of claims to FMS . Track electronic claims submitted by FMS . Report claims rejections to the EOA . FMS Invoice Review monthly CLP and VDC invoices submitted to the EOA by the FMS for accuracy . Identify and communicate with the EOA and FMS concerns , corrections , and questions . Track corrections . Ensure FMS invoice for the VDC program reflects costs identified in the spending report for each participant . Recommend payment of FMS invoice to the EOA . Track monthly expenditures for CLP and VDC participants . Coach Monthly and Quarterly Contacts Generate monthly and quarterly coach contact report from WellSky ( or Mon Ami ) monthly as requested by the VA and EOA . Review and verify contacts made by coaches . Inform EOA of missing monthly and quarterly contacts . Billing Generate electronic claim for VDC enrollment fee using the EOA ’ s electronic billing platform . Track claim status and report claim acceptance and rejection to the EOA . Spend Plan Track spend plan due dates for CLP and VDC participants . Inform coaches of spend plan due date six ( 6 ) weeks prior to expiration Assessment Track assessment due dates for CLP and VDC Inform assessors six ( 6 ) weeks prior to due date . Additional Requirements Attend meetings , in - person and virtual , as directed by the EOA . Provide EOA with ten ( 10 ) business days ’ notice of any planned leave . Respond to emails or phone messages from the EOA , coach , assessor , VA , and FMS within twenty - four ( 24 ) hours , not including weekends and EOA holidays . Computer and Technology Requirements Computer Internet access Printer with scanner Software – MS Word , MS Excel , Adobe Acrobat Pro DC Encrypted USB flash drive

Hawaii

2026-05-02