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25B - AGMT WITH WHITE NELSON FOR AUDITING SERVICES
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25B - AGMT WITH WHITE NELSON FOR AUDITING SERVICES
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Last modified
2/27/2020 1:23:00 PM
Creation date
2/27/2020 12:51:41 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
25B
Date
3/3/2020
Destruction Year
2025
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REQUEST FOR <br />COUNCIL ACTION <br />CITY COUNCIL MEETING DATE: <br />MARCH 3, 2020 <br />TITLE <br />APPROVE AN AGREEMENT WITH WHITE <br />NELSON DIEHL EVANS LLP TO PROVIDE <br />PROFESSIONAL AUDITING SERVICES IN <br />AN AMOUNT NOT TO EXCEED $371,260 <br />/s/Kristine Ridge <br />CITY MANAGER <br />CLERK OF COUNCIL USE ONLY: <br />APPROVED <br />❑ As Recommended <br />❑ As Amended <br />❑ Ordinance on 1"Reading <br />❑ Ordinance on 2n° Reading <br />❑ Implementing Resolution <br />❑ Set Public Hearing For <br />Well 0191►1111011[w <br />FILE NUMBER <br />RECOMMENDED ACTION <br />Authorize the City Manager to execute an agreement with White Nelson Diehl Evans LLP to provide <br />professional auditing services in the amount of $185,630, with a provision for one one-year renewal <br />in the amount of $185,630 for the period from March 3, 2020 through the completion of services <br />for the fiscal year ending on June 30, 2021, for a total amount not to exceed $371,260 subject to <br />non -substantive changes approved by the City Manager and City Attorney. <br />DISCUSSION <br />The Finance and Management Services Agency (FMSA) is responsible for overseeing the financial <br />statement audits and examinations of the City along with the preparation of the City's <br />Comprehensive Annual Financial Report (CAFR). Annually, the City of Santa Ana utilizes the <br />services of an independent Certified Public Accounting firm to perform examinations of the City's <br />financial statements as well as state and federal grant audits (Single Audit). The audits are <br />conducted in accordance with the generally accepted auditing standards and the Government <br />Auditing Standards issued by the Comptroller General of the United States. <br />During February 2016, FMSA released a Request for Proposals (RFP) for professional auditing <br />services. Based on FMSA's evaluation and review of references, White Nelson Diehl Evans LLP <br />(WNDE) was selected as the most qualified firm to conduct the City's annual audit(s) and <br />examinations. As a result, the City awarded a contract to WNDE for a two-year period with a <br />provision for one two-year renewal exercisable by the City Manager for the fiscal years ended June <br />30, 2016 through June 30, 2019. The City exercised the renewal option in January 2018 which <br />allowed for services to be rendered through May 2020. <br />25B-1 <br />
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