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Agreement for Professional Auditing Services <br />May 4, 2021 <br />Page 3 <br />• U.S. Department of Housing & Urban Development (HUD) Real Estate <br />Assessment Center submission attestation and review of HUD Financial Data <br />Schedule for the Housing Authority <br />• Preparation of the City's State Controller's Report <br />• Measure X (Sales Tax) Compliance Report <br />• Agreed Upon Procedures or other services as requested by the Executive Director <br />of Finance & Management Services Agency <br />The proposed cost for the first year of the new contact is $181,260, which is a 2.4% <br />decrease in annual cost to the City compared to the current year cost of $185,630. The <br />aggregate contract amount reflects annual fee increases of 3% going forward. <br />As such, staff recommends contracting with CLA to perform the annual auditing services <br />for a period of two years and the option to renew for an additional two years. <br />The Request for Proposal (RFP) No. 21-024 was advertised on February 22, 2021 and <br />offers were solicited. A summary of the RFPs and offers received is as follows: <br />• 114 Vendors were notified <br />• 18 Vendors downloaded the RFP <br />• 8 Santa Ana vendors notified <br />• 7 Proposals received <br />Outreach Efforts <br />The Purchasing Division advertised this project on the City's online bid management and <br />publication system, which directly notified eight Santa Ana vendors, one of which <br />downloaded the RFP. The vendor based in Santa Ana submitted a proposal for <br />consideration and was invited to interview. However; it did not rank in the top three. <br />Furthermore, staff's outreach efforts also included directly reaching out to audit firms well- <br />known in the local government circles requesting submission of proposals for the above - <br />referenced RFP. <br />ENVIRONMENTAL IMPACT <br />There is no environmental impact associated with this action. <br />FISCAL IMPACT <br />Funds for these services will be included in the following fiscal years' budget within the <br />accounts noted below along with their respective audit related costs. The allocations are <br />subject to non -substantive changes based on the actual work performed. <br />Fiscal <br />Accounting Unit- <br />Fund <br />Accounting Unit, <br />Amount <br />Year <br />Account # <br />Description <br />Account Description <br />