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Item 21 - Award a Contract to CliftonLarsonAllen LLP for Professional Auditing Services
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Item 21 - Award a Contract to CliftonLarsonAllen LLP for Professional Auditing Services
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5/13/2024 12:40:40 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
21
Date
5/7/2024
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such as Microsoft Teams, which allow for two-way screen sharing and video. We've found this helps minimize <br />disruptions in our clients' environments while continuing to effectively communicate with each other. <br />Extent of support required from City staff <br />We request that the City provide access to all records required for the audits and other requirements of the <br />contract. In addition, we request that you assign a "project coordinator" through whom we will communicate <br />and coordinate activities. We do not foresee needing the City's staff other than during normal business hours. <br />To assist in this process, we will provide a detailed Prepared by Client list early in the engagement. We will ask <br />that your accounting staff provide us with standard schedules, as well as additional requested supporting items. <br />We anticipate that your accounting personnel will assist us in retrieving the documents stored electronically for <br />certain invoices, vouchers, cancelled checks, and other documents and records. We are extremely flexible as to <br />the format in which we receive this information and will determine through the use of the latest technology that <br />your personnel will not be asked to perform any unnecessary or extensively disruptive tasks. <br />We will depend on your staff to provide us with as much information as possible, in an effort to limit everyone's <br />time on the engagement and, ultimately, to save your organization money. <br />Preliminary Schedule <br />Audit Segment Staff Level Responsible Completed By <br />Phase 1 <br />Entrance conference Principal/Director/ May 31 <br />Manager <br />Preliminary risk assessment and initial audit plan Principal/Director/ June 30 <br />Manager <br />SEFA review & major program determination Manager/Senior December 15 <br />Phase 2 and 3 (Interim Fieldwork — commences late May or early June) <br />Understanding of the City's internal controls Manager/Senior June 30 <br />Perform walkthroughs and internal control testing Senior/Staff June 30 <br />Evaluate information system controls Manager/Senior June 30 <br />Final risk assessment and comprehensive audit plan Principal/Director/ June 30 <br />Manager <br />City of Santa Ana RFP No. 24-009 Page 43 of 63 <br />
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