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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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5/2/2024 5:45:43 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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Service Team Role Experience <br />Member <br />Daphnie Munoz, CPA <br />Robert Perl, CPA <br />Rebecca Hoang, CPA <br />Stephen Coverstone, <br />CPA <br />Transition and Technical Resource Principal: - Daphnie will <br />assist the engagement team in year one as a transition <br />principal. In this role Daphnie can provide historical <br />information to lessen the burden on the City with a new <br />audit team. In all years of the contract, Daphnie will serve <br />as a technical resource principal for consultation on unusual <br />transactions or circumstances. <br />Single audit engagement manager — Robert will act as the <br />lead manager on the single audit engagement. In this role, <br />he will assist the engagement director with planning the <br />engagement and performing complex audit areas. Robert <br />will perform a technical review of all work performed in the <br />single audit and is responsible for the review of all required <br />reports. <br />Engagement manager — Rebecca will act as the lead <br />manager on the City audit, all agreed upon procedures, <br />Measure X examination, and preparation of the state <br />controller's report. In this role, she will assist the <br />engagement principal and director with planning the <br />engagements and performing complex audit areas. Rebecca <br />will perform a technical review of all work performed and is <br />responsible for the review of all required reports. <br />Engagement senior — Stephen will act as the senior on the <br />engagement. In this role, Stephen will be performing the <br />fieldwork, supervising and reviewing the work of the staff <br />accountants as the audit fieldwork is being performed and <br />providing updates to the City staff. <br />25+ years <br />16+ years <br />11+ years <br />5+ years <br />Additional staff — We will assign additional staff to your engagement based on your needs and their experience <br />providing services to similar clients. <br />Our unique team — Our team has been uniquely designed to maximize quality and timing. Kassie Radermacher, <br />CPA, CFE, Principal is responsible for the entire engagement and all scope of services. Tiffany Fung, CPA, Signing <br />Director, is responsible for overseeing the enterprise fund audit work, all agreed -upon procedures, measure x <br />examination, and single audit. Tiffany will perform the technical review of these audit workpapers with Kassie <br />Radermacher performing a high level review of the workpapers to decrease the time between performing the <br />procedures and performing the top level review. On all scope of work for which Tiffany is not involved, Kassie <br />will perform the technical review of all work and reports. <br />City of Santa Ana RFP No. 24-009 Page 13 of 63 <br />
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