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8G Consent Calendar 2018 0507
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8G Consent Calendar 2018 0507
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5/2/2018 12:50:45 PM
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5/2/2018 12:50:44 PM
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CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Agenda
Document Date (6)
5/7/2018
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Reso 2018-038
(Reference)
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\City Clerk\City Council\Resolutions\2018
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<br />Consulting Services Agreement between City of San Leandro and 4/30/18 <br />Exhibit A – Page 2 of 3 <br /> <br /> <br />Chris Zapata, City Manager <br />David Baum, Finance Director <br /> <br />3. Time requirements <br />The auditor shall schedule with the Finance Director or designee for the Fiscal Year 2017-18 Audit <br />(a similar time schedule will be developed for audits of future fiscal years). <br /> <br />A. The City’s books will be closed and ready for audit by the first week of September. The <br />City staff will prepare detailed lead sheets and account reconciliations for auditors. <br />B. Detailed Audit plan – The auditor shall provide a detailed plan by June 1, 2018. <br />C. Fieldwork <br />a. All field work shall conclude by October 31, 2018, unless unforeseen delays occur. <br />b. The auditor shall complete all fieldwork and prepare and deliver to the City/Agency <br />Finance Director a draft copy of all reports listed above by November 15, 2018. <br />c. Final reports to be delivered no later than the first week of December 2018. <br /> <br />D. Entrance Conference, Progress Reporting and Exit conferences should be held by the time <br />frames indicated on the schedule: <br /> <br />a. Entrance Conference with Key Finance <br />Department personnel- to discuss work to be <br />performed, establish overall liaison for audit and <br />arrangements for space and other needs of the <br />auditor <br />Prior to start of <br />interim audit <br />work <br />b. Progress conference with key Finance <br />Department Staff – to discuss the year-end <br />work to be performed <br />Prior to the <br />beginning of <br />the year-end <br />audit work <br />c. Exit conference with Finance Director – to <br />summarize the results of the field work and to <br />review significant findings. <br />At the <br />conclusion of <br />the year-end <br />audit work <br /> <br />4. Reporting and Communication: <br />The auditors will meet continuously during the field work process with the Finance Director or <br />designee to discuss preliminary audit findings and management recommendations. <br /> <br />Prior to issuing their final reports, the auditors will meet with the Finance Director and his/her <br />designees. All audit reports will be addressed to the City Council. <br /> <br />The auditors may be consulted occasionally throughout the year as an information resource. <br />The auditors may be asked to provide guidance on implementation of Government <br />Accounting Standards Board (GASB) requirements and specifics of federal and state <br />1468
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