HomeMy WebLinkAboutCC RESO 14,962RESOLUTION NO. 14,962
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NATIONAL CITY AUTHORIZING THE MAYOR TO EXECUTE A
CONTRACT FOR AUDIT SERVICES BETWEEN THE CITY OF
NATIONAL CITY AND ARTHUR YOUNG & COMPANY
BE IT RESOLVED by the City Council of the City of National City,
California, that the Mayor is hereby authorized to execute, on behalf of
the City, a contract for audit services between Arthur Young & Company and
the City of National City.
PASSED and ADOPaED this 27th day of May, 1986.
ATTEST:
Ion Campbell, City CYerk
APPROVED AS TO FORM:
by the GFOA's Committee cn
Reporting as follows:
May
TO:
20,
City of National City
Department of Finance
1243 National City Blvd., National City, CA 92050-4397
(619) 477-1181
1986
Mayor and City Council
FROM: A Caloza
Director of Fiance
. f'✓ is ^t: " c ‘ .c -r i.:,.,".,. e...•-�"
Arnold Peterson
Executive Director - CDC
SUBJECT: Recommendation for Award of Audit Services Contract
In order to comply with the Single Audit Act of 1984 and Statement No.
3 promulgated by The National Council on Governmental Accounting
requiring that all governmental entities over which the City Council
exercises oversight responsibility be included in the City's combined
financial statements, City Council directed that the accounting records
of the City and CDC be audited by a single auditor. City Council
further directed that a Request for Proposal (RFP) be prepared to
select an auditor for the combined audit commencing in fiscal year
1985-86.
Pursuant to Councii's directive, the Finance Department, in
coordination with CDC, prepared a RFP for a three-year combined annual
audit for the City and CDC and related agencies. RFP copies were sent
to a total of fifteen (15) audit firms including the Big Eight firms
(8), the present auditor (1), firms recommended by CDC (2), and all
firms that requested RFP copies (4). Proposals were received from a
total of five (5) audit firms, including 2 Big Eight firms (Touche Ross
and Arthur Young & Co.), the present auditor (Diehl, Evans & Co.) and
2 of the firms that requested RFPs (Melvin Thomas and Peterson & Co.)
The proposals were then evaluated following the procedures prescribed
Accounting, Auditing, and Financial
1. All five (5) proposals were evaluated based on qualifications
and experience in performing city audit (irrespective of bid
amount) and then ranked accordingly.
2. The three (3) most qualified audit firms were selected and
further evaluated based on bid amount as follows:
Bid Amount
Auditor 1985-36 1986-87 1987-88 Total
Arthur Young & Co. 21,000 22,000 23,000 66,000
Touche Ross 23,500 25,500 28,500 77,500
Diehl, Evans & Co. 28,475 30,250 32,375 91,100
RECOMMENDATION. Based on the lowest bid amount among the three most
qualified audit firms, we recommend that the contract for audit
services be awarded to Arthur Young & Co. and that the Mayor be
authorized to execute, on behalf of the City, a contract for audit
services between the City and the said auditor.
C
AGREEMENT
THIS AGREEMENT is made and entered into this
1986, by and between the
27th
day of May
CITY OF NATIONAL CITY, a municipal corporation,
hereinafter referred to as "CITY",
AND
ARTHUR YOUNG & COMPANY, Certified Public
Accountants, hereinafter referred to as
"AUDITORS"
W I T N E S S E T H.
WHEREAS, it is the intention and desire of CITY to avail of auditing
services;
WHEREAS, such auditing services are of a type and complexity requiring
the services of a professional and technical character and are of a
temporary nature; and
WHEREAS, AUDITORS are licensed Certified Public Accountants and are
competent in performing auditing services.
NOW, THEREFORE, the parties hereto agree as follows:
1. CITY does hereby engage AUDITORS to perform an Audit of the CITY's
financial statements for each of the three fiscal years ending June
30, 1986, June 30, 1987 and June 30, 1988.
2. AUDITORS hereby accept said engagement and agree to provide the
following audit services for each of the three fiscal years of the
contract. (It is understood that the initial audit of the Housing
Authority will be for the two year period ending June 30, 1986.)
a. AUDITORS will perform a full scope audit of all funds and
account groups of the City of National City, Community
Development Commission, Housing Authority, Morgan Towers,
National City Nutrition Project and Parking Authority. These
entities will be included in the CITY's comprehensive annual
financial report together with the audit opinion on the
combined financial statements therein. AUDITORS will print the
comprehensive annual financial report and provide the CITY with
25 copies thereof no later than November 30 following the end
of each contract fiscal year, provided the CITY meets its
deadlines for requested information.
C
b. AUDITORS will perform the financial and compliance audit
procedures necessary in accordance with the provisions of OMB
Circular A-128 and the Single Audit Act of 1984 (Public Law
98-502), which includes all compliance procedures necessary for
Revenue Sharing funds, and will prepare the single audit
report. AUDITORS will provide the CITY with 25 copies thereof
(in addition to any number of copies required for submission to
Regulatory Agencies) no later than November 30 following the
end of each contract year.
c. AUDITORS will perform full scope audits of the separate
financial statements of the Community Development Commission,
Housing Authority, Morgan Towers, National City Nutrition
Project and Parking Authority. AUDITORS will print each of
these separate financial reports and provide the CITY with 25
copies of each no later than November 30 following the end of
each contract year.
d. AUDITORS will prepare CITY's annual reports to the State
Controller, including Report of Financial Transactions, Street
Report, and Gas Taxes and TDA Puna Reports.
e. AUDITORS will assist the CITY in its effort to obtain the
CSMFO "Outstanding Award" and the GFOA "Certificate of
Conformance."
f. AUDITORS will prepare a management letter for each audited
entity stating findings/observations and recommendations
relating to the financial statements, internal control,
accounting system, legality of actions, instances of non-
compliance with laws and regulations, and any other material
weaknesses. The letter will be presented to the CITY within 30
days after the completion of the audit.
3. AUDITORS' examination of CITY's financial statements shall be in
accordance with generally accepted auditing standards as defined by
the American Institute of Certified Public Accountants and the
National Council on Governmental Accounting and, accordingly,
include such tests as considered necessary in the circumstances.
An audit is based on the concept of testing the data being
examined; therefore, there is risk that material errors,
irregularities and illegal acts, if they exist, will not be
detected. Unless unusual conditions not now foreseen make it
impracticable to do so, we will submit a report on our examination
of these financial statements which will express an opinion as to
the fairness of their presentation in conformity with generally
accepted accounting principles. If conditions are discovered which
lead AUDITORS to believe that material errors, defalcations, or
other irregularities may exist or if any other circumstances are
encountered that require extended services, AUDITORS shall promptly
advise CITY. No extended services will be performed unless
authorized in writing by CITY.
Page 2
4. AUDITORS will conduct compliance audits in accordance with the
standards of the applicable federal agency or other appropriate
authority. AUDITORS will select the necessary procedures to test
compliance and disclose instances of non-compliance with specified
laws, and contracts.
5. AUDITORS agree to keep their working papers and other data
developed during the conduct of their examination on file in
legible form for a period of at least four (4) years and make them
available to CITY's authorized representatives upon request,
subject to AUDITORS' policy relating to audit working papers. A
copy of this policy statement shall be made available by AUDITORS
to CITY upon request. CITY will maintain a file of duplicate
copies of selected workpapers from year to year.
6. All services to be performed by AUDITORS shall be directed by
professional accountants certified by the California State Board of
Accountancy, and all personnel engaged in the work shall be
experienced and competent in their respective fields. AUDITORS'
Coordinating Principal in this engagement will be Harold E. Kaplan
unless a change is approved by CITY.
7. CITY shall pay AUDITORS as complete consideration for the work
performed pursuant to this Agreement a fee not to exceed the
guaranteed maximum all-inclusive fees contained in the attached
Exhibit 1 which is made an integral part of this Agreement.
8. Payment for services rendered hereunder shall be made upon
invoices submitted by AUDITORS as the work progresses. It is
understood that said invoices shall not be submitted to CITY more
often than once a month. CITY agrees to pay promptly such fees for
services rendered by AUDITORS.
9. Neither CITY nor AUDITORS shall assign or transfer each one's
interest in this Agreement without the written consent of the
other.
10. CITY reserves the right to terminate this Agreement at ,the
conclusion of each year of service within the contract period by
reason of the AUDITORS' unsatisfactory performance under this
Agreement as determined by CITY.
11. In the performance of the Agreement, AUDITORS shall abide by and
conform to any and all applicable laws of the United States, State
of California, and ordinances, regulations and policies of the City
of National City.
12. The performance of AUDITORS' services hereunder shall be in the
capacity of an independent contractor and not as an officer, agent
or employee of the CITY.
Page 3
13. Contract documents shall consist of this Agreement, CITY's
Request for Proposal to Provide Audit Services dated April 3, 1986
and Proposal to the City of National City submitted by Arthur Young
and Company on April 23, 1986. Any work called for in one of these
documents not mentioned in the other(s), or vice versa, is to be
performed as if mentioned in all said documents.
IN WITNESS WHEREOF, the parties hereto have executed, or caused to be
executed, this Agreement on the day and year first hereinabove written.
APPROVED AS TO FORM:
City Attorney
CITY OF NATIONAL CITY, a municipal
corporation
By
ARTHUR YOUNG & COMPANY
Certified Public Accountants
By
Partner
"AUDITORS"
Page
1
CITY OF NATIONAL CITY
PROPOSED FEE SCHEDULE
City of National City
Community Development
Commission
Section 8 Housing Program
National City Nutrition
Program
Morgan Towers
Parking Authority
Total
* Fees include compliance
audit of federal grants
under the Single Audit
Act
FY 86*
$11,000
2,500
2,000
1,500
2,000
2,000
S21.000
Exhibit 1
FY 87* FY 88*
$11,500
2,750
2,250
1,500
2,000
2,000
$22,000
$12,000
3,000
2,500
1,500
2,000
2,000
$23,000.