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Agenda Packet_2024-05-07
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Agenda Packet_2024-05-07
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Clerk of the Council
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5/2/2024
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City of Santa Ana RFP No. 24‐009 Page 26 of 63 <br /> <br /> <br />License to practice in California <br />CLA is a limited liability partnership and is duly licensed to practice public accountancy in the state of California. <br />Further, all assigned key professional staff are properly licensed to practice in California. A copy of our state <br />license is provided below: <br /> <br />Peer review and quality control procedures <br />In the most recent peer review report, dated November 2022, we received a rating of pass, which is the most <br />positive report a firm can receive. We are proud of this accomplishment and its strong evidence of our <br />commitment to technical excellence and quality service. This quality control review included a review of <br />specific government engagements. The full report is provided on the following page. <br />In addition to an external peer review, we have implemented an intensive internal quality control system to <br />provide reasonable assurance that the firm and our personnel comply with professional standards and <br />applicable legal and regulatory requirements. Our quality control system includes the following: <br /> A quality control document that dictates the quality control policies of our firm. In many cases, these <br />policies exceed the requirements of standard setters and regulatory bodies. Firm leadership promotes and <br />demonstrates a culture of quality that is pervasive throughout the firm’s operations. To monitor our <br />adherence to our policies and procedures, and to foster quality and accuracy in our services, internal <br />inspections are performed annually. <br /> Quality control standards as prescribed by the AICPA. The engagement principal is involved in the planning, <br />fieldwork, and post‐fieldwork review. In addition, an appropriately experienced professional performs a risk‐ <br />based second review of the engagement prior to issuance of the reports. <br /> Hiring decisions and professional development programs designed so personnel possess the competence, <br />capabilities, and commitment to ethical principles, including independence, integrity, and objectivity, to <br />perform our services with due professional care. <br /> An annual internal inspection program to monitor compliance with CLA’s quality control policies. <br />Workpapers from a representative sample of engagements are reviewed and improvements to our practices <br />and processes are made, if necessary, based on the results of the internal inspection. <br /> Strict adherence to the AICPA’s rules of professional conduct, which specifically require maintaining the <br />confidentiality of client records and information. Privacy and trust are implicit in the accounting profession, <br />and CLA strives to act in a way that will honor the public trust. <br /> A requirement that all single audit engagements be reviewed by a designated single audit reviewer, thereby <br />confirming we are in compliance with the standards set forth in the Uniform Guidance. <br /> <br /> <br /> <br />City Council 21 – 86 5/7/2024
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