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Consulting Services Agreement (CSA) KDC Accounting and Consulting 06052024
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Consulting Services Agreement (CSA) KDC Accounting and Consulting 06052024
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10/14/2024 6:41:15 PM
Creation date
8/7/2024 9:08:33 AM
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CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Agreement
Document Date (6)
5/15/2024
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<br />Consulting Services Agreement between City of San Leandro and KDC Accounting & Consulting <br /> Exhibit A – Page 1 of 1 <br />EXHIBIT A <br /> <br />SCOPE OF SERVICES <br /> <br /> <br /> <br /> <br />The City desires a financial consultant to support the Finance Department during the audit and preparation <br />of the FY24 ACFR. The key job responsibilities may include the following: <br /> <br />1) Lead the FY24 interim and final audits: <br /> <br />• Serve as primary contact with auditors on City’s behalf during FY24 interim and final audits. <br />• Work with staff to ensure that year end entries are completed timely and correctly. <br />• Provide guidance and expertise to staff on preparation of year end entries, schedules, and <br />procedures. <br />• Prepare/review audit schedules, worksheets, reconciliations, journal entries, etc. <br />• Coordinate with finance staff, city departments, and auditors regarding year-end close. <br />• Review/prepare reports related to different accounting areas such as payroll, grants, fixed <br />assets, accounts payable, purchase orders, and accounts receivable/revenue. <br />• Provide oversight to ensure timely completion of audit/year-end tasks. <br />• Provide guidance and address correcting FY23 audit findings. <br />• Provide regular status updates to department management. <br />• Review ACFR document for accuracy and completeness. <br /> <br />2) Deliverables <br /> <br />• Create year-end and audit checklists. <br />• Document year end processes. <br /> <br /> <br />3) Provide any other assistance as needed and have all work completed by March 31, 2025. <br /> <br />DocuSign Envelope ID: A3A044EC-779C-4057-BD03-F72914200679
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