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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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Daphnie Munoz, CPA, will be available as a transition and technical resource. Daphnie will be available for <br />questions the audit team has where historical knowledge would lessen the burden on the City with a new <br />engagement team. Structuring the team in this way result from a benefit to the City of the past audit team's <br />experience while still experiencing a new and fresh perspective. Daphnie is also available for consultation for <br />unusual transactions or circumstances. <br />Robert Perl, CPA will manage the single audit and Rebecca Hoang, CPA, will manage the financial statement <br />audit, agreed -upon procedures engagements, measure x examination, and preparation of the state controller's <br />report. Utilizing Robert in this capacity retains the historical knowledge of grants with the City and the City's <br />grant personnel while the other engagements will experience a new perspective from the manager level. This <br />allows a blend of a fresh perspective and efficiency with the audit team. <br />Stephen Coverstone, CPA, will act as the senior on all scope of services. <br />Collaborative: Support from a responsive local team complemented by national <br />resources. We consider the whole of your organization, bringing innovative teams to <br />the table. <br />Service team information <br />Detailed biographies, including government auditing experience, relevant continuing professional education, <br />and memberships in professional organizations, can be found in the Appendix of this proposal. <br />Consistency of staff <br />We staff our engagements based on your specific needs, offering local or national resources as necessary to <br />generate exceptional service. Our principals and directors are directly involved in fieldwork to help proactively <br />identify significant issues and resolve them with management — which means the engagement is essentially <br />complete when fieldwork ends. While it is not our policy to rotate the engagement team management, we have <br />the resources to offer additional involvement or bring in other members of our firm, as necessary. <br />Our approach recognizes that the most valuable time at your location is spent with key decision makers asking <br />clarifying questions, discussing organizational strategies, and dealing with sensitive reporting issues. We believe <br />this approach is effective, cost-efficient, and produces a high -quality audit. <br />Not using a subcontractor <br />For this engagement, we do not foresee using any subcontractors. CLA strives to fill its professional positions <br />with among the best and most experienced accountants regardless of race or gender. <br />City of Santa Ana RFP No. 24-009 Page 14 of 63 <br />
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