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Q&A for Financial Audit ServicesRFP #13- FIN- 24 -M -01 FINANCIAL AUDIT SERVICES QUESTIONS AND ANSWERS July 3, 2013 1. How long have Armstrong & Vaughn served as your auditors; does City of Schertz have a rotation policy? Answer. 5 yrs. and there is no rotation policy 2. Does the Finance Department staff assist in preparing the CAFR & Single Audit reports (and to what extent)? Answer. The Finance Staff provides electronic file of adopted budget and final budget, trial balances for all funds, pool cash reconciliation, accruals for payroll expenses and payroll reports TMRS and workers comp, schedules for accruals of revenues, fixed assets, debt service model and schedule, any new debt issued during the year being audited, all journal entries for the year, copies of bank statements and investment accounts, copy of investment policy, open purchase order report, schedule of grants, estimated commitments schedule, and staff will pull items requested by the auditor. 3. How many days are the auditors on -site? (Interim & Year -End Fieldwork)? Answer. Please refer to the proposal currently out for bid. The City is asking each proposer to submit a detailed schedule of how each firm will complete the audit. 4. What has been the City's Budget for Audit services in the past? The complete audit expense including single audit has ranged from $45,000 to $61,000. 5. Are any of the Component Units audited by other auditors? Any separate reports expected to be issued by the City auditors? Answer. No 6. What level of assistance does the City provide in preparing the financial statements? Answer. Refer to Question #2 7. Statistical Schedules Answer: Staff will assist auditor in completing statistical tables 8. Footnote schedules Answer: Auditor will complete footnote schedules. 9. MD &A Answer. Auditor will complete tables within MD &A and city staff will prepare MD &A written portion 10. Transmittal letter Answer: Staff will prepare transmittal letter. 11. Will Word and Excel files for the prior year financial statement be available? Answer: The financial statement is available in PDF 12. Etc. Answer. Not sure what this means 13. Can you provide a copy of the prior year management letter? Answer. Prior year management letter will be made available to the selected firm 14. How many audit adjustments were there in the previous year? Answer: 30 adjustments and of those 5 were Prepared by client 15. How many staff and how long were the previous auditors in the field? Did this time include financial reporting? Answer. Staff ranged from 2 to 5 for approximately 2 weeks 16. Any litigation or fraud issues? Answer: During annual audit, city attorney will provide a letter to auditor with this information. 17. Any turnover in finance or other key management positions? Answer: No M 18. Does the City expect the federal or state single audit to be applicable this year? Answer. As of July 3, 2013, no 19. Any new debt issues or debt refunding expected this year? Answer: Yes, tax notes issued twice as of July 3, 2013 20. Any significant construction activity expected this year? Answer. Yes, construction in progress of bond projects and water projects 21. What was the prior year fee or expected budget for the current year? Answer. Prior year audit fee was $51,000 22. Please confirm that the internal control structure for the business type activities is identical to the city's general controls Answer: Yes 23. Please confirm that the accounting for the business type activities is centralized with the city's general operations Answer. Yes 24. Will a copy of the prior year's SAS 114 letter be made available? Answer: Yes, once the auditor has been selected. 25. Will a copy of the prior year's management letter or report on internal controls be made available? Answer: Yes 26. Will we be able to review the prior year's adjusting journal entries proposed as a result of the audit and any Waived adjusting entries proposed as a result of the prior year's audit? Were any of the Waived adjustments subsequently recorded by the City? Answer. Yes, the selected firm will have an opportunity to review prior year adjusting entries 3 27. Does the City anticipate to be subject to single audit compliance requirements during the 2013 fiscal year? Answer. As of July 3, 2013, no. 28. Were there any major changes since the prior year? Answer. No 0