HomeMy WebLinkAbout13, Annual Audit Firm Selection Process
Workshop Item # 13 July 6, 2011 Select an Annual Audit FirmDiscussion of the Process to
Discussion of the Process to 2 training-in-CPA’s or CPA’s–time professional auditors-Full–Field Auditors–Teaches APPA seminars–Utility industry specialist–Since 1998–Engagement ManagerJodi
Dobson –Teaches APPA seminars–Utility industry specialist–Since 1991–Engagement PartnerTom Unke –Has performed the District’s annual audits since 2005–largest CPA firm in US th•Annual
audits are required•Background / History Select an Annual Audit Firm
New Information Select an Annual Audit FirmDiscussion of the Process to 3 Advertise a request for proposal–Extend contract with Baker Tilly; or–Audit firm needs to be selected for the
2011 audit•Tom Unke and Jodi Dobson have vast experience–Fresh perspective–Field auditors change regularly–Baker Tilly•Fresh eyes review documents and processes–Prudent to consider
changing audit firms•
Fiscal Impact Select an Annual Audit FirmDiscussion of the Process to 4 The cost of the 2010 audit was $60,000•There is no fiscal impact associated with this workshop•
Recommendation Select an Annual Audit FirmDiscussion of the Process to 5 audit firmsDirect Staff to advertise a request for proposal from other •ORinclude the 2011 auditfor Board approval
to extend the services of Baker Tilly to Direct Staff to prepare and bring back a contract amendment •