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Item 15 - Agreement for Professional Auditing Services
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Item 15 - Agreement for Professional Auditing Services
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4/9/2024 4:36:50 PM
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City Clerk
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Agenda Packet
Agency
Clerk of the Council
Item #
15
Date
5/4/2021
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(9) <br />CITY OF SANTA ANA <br />I. BACKGROUND <br />The City of Santa Ana is a Charter City in the State of California located in northern Orange <br />County. The City was incorporated in 1886 and operates under a Council -Manager form of <br />government. The City currently occupies a land area of 27.2 square miles and serves a <br />population of approximately 335,000. The City is bordered by Garden Grove, Tustin, Orange, <br />Costa Mesa, Fountain Valley, and Westminster. The City's fiscal year begins on July 1 and ends <br />on June 30. <br />The City of Santa Ana is a full service City of approximately 1,050 full-time and 300 part-time <br />employees with twelve (12) agencies (departments). City services include police, water, sewer, <br />sanitation, road maintenance, recreation, library, planning and building, and engineering <br />services. The City contracted with the Orange County Fire Authority to outsource its fire services <br />in 2012. The City Council is composed of an elected Mayor and six (6) Council Members. <br />A. Fund Structure <br />The following funds and account groups were presented in the City's fiscal year 2019-20 <br />Comprehensive Annual Financial Report: <br />Fund Types/Account Group <br />Number of <br />Individual <br />Funds <br />Number of <br />Funds on <br />CAFR <br />General Fund <br />14 <br />1 <br />Special Revenue Funds <br />38 <br />7 <br />Capital Projects Funds <br />45 <br />7 <br />Debt Service Funds <br />2 <br />1 <br />Enterprise Funds <br />9 <br />7 <br />Internal Service Funds <br />14 <br />9 <br />Private -Purpose Trust Funds <br />7 <br />1 <br />Agency Funds <br />20 <br />6 <br />B. Finance Department Operations <br />The Finance Department is headed by the Finance Director and consists of approximately <br />55 full-time and 22 part-time employees. The department is responsible for Treasury & <br />Customer Service, Purchasing, Budgeting, Payroll, and Accounting. The accounting <br />functions are computerized using Lawson Infor software. The applications operating on this <br />system include but are not limited to; general ledger, accounts receivable, accounts payable, <br />project accounting, grant management, purchasing, and asset management. <br />C. Budgetary Basis of Accounting <br />The City's budget is adopted annually by the City Council and is prepared for each fund in <br />accordance with its basis of accounting (generally modified accrual). The City Manager is <br />responsible for preparation and implementation of the annual budget. While all <br />unencumbered appropriations are lapsed at year-end, valid outstanding encumbrances <br />(those for which performance under executory contract is expected in the next year) are re - <br />appropriated and become part of the subsequent year's budget. The City Council and the <br />City Manager have the authority to amend the budget during the year. The City's fiscal year <br />RFP No. 21-024 Professional Auditing Services Page 3 of 34 <br />
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