Item 12 Contract to Cherry Bekaert Advisory LLC for Governmental Accounting Standards Board

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Cherry Bekaert Proposal for City of Santa Ana with your staff to determine what procedures/activities can be conducted remotely versus on -site during the planning phase. iii. Name and contact information of the supervising Project Manager/Principal Agent, to be assigned to the agreement.. Danny Martinez, CPA, CGFM Primary Point of Contact Partner, Cherry Bekaert Advisory LLC Government Accounting Advisory Leader Contact Information P: 512-838-3176 1 E: danny.martinez@cbh.com iv. Resumes for all key staff proposed describing relevant experience. Your proposed engagement team has guided many public sector clients through GASB implementation engagements and has the capacity to provide targeted consulting services to meet your deadlines. On your service team you have the past GASB Zone Chair of the AICPA's Technical Issues Committee and a current AICPA State and Local Government Expert Panel Member. In addition, two members of the service team previously served at GASB during the time when GASB 87, 96, and 101 were being issued. Lastly, we've selected team members who have worked on other Debtbook implementation engagements. Because of our national approach, we are able staff our engagements with professionals who have a higher level of experience than most firms. You can also expect timely and helpful responses to time sensitive questions; our team is available to you year-round. Bios of the key proposed professionals who will be assigned to this engagement begin below. We commit to providing these key resources on this contract with the City. Danny Martinez, CPA, CGFM Partner, Cherry Bekaert Advisory LLC Government & Public Sector Accounting Advisory Leader Danny is a licensed CPA with over 18 years of experience providing advisory and training services to a wide range of governmental and public sector entities, including municipalities and their component units, state agencies, counties, school districts, tribal governments, airports, ports, hospitals, and higher education institutes. Danny previously assisted the City of Los Angeles, Port of Long Beach, Port of Los Angeles, San Diego County Regional Airport Authority and Los Angeles World Airports with GASB 87 Implementation. As the leader of the Government & Public Sector Accounting Advisory group, he is responsible for the quality and growth of all the Firm's Government/GASB accounting and financial reporting assistance, financial statement/ACFR writing, accounting modernization, and Surge Team accounting advisory services. Under his leadership the Firm had significant growth in these services and achieved high client satisfaction and retention scores. He has presented on various governmental industry and accounting topics at national and regional conferences, including on GASB 101 implementation at last year's national GFOA conference and this year's National Association of State Controller's (NASC) conference. Danny is the past Zone 3 (GASB) Chair of the American Institute of Certified Public Accountants (AICPA) Technical Issues Committee, a group that provides a voice for its constituents in the standard - setting process. In addition, Danny is a founding member of the firm's Government Standards Outlook Committee, a group of technical leaders in the firm that keeps abreast of all upcoming GASB, OMB, and AICPA changes and provides comment letters to those standard setting bodies. Education B.S. in Accounting, University of Southern California Areas of Expertise / GASB Technical Accounting Assistance / Internal Control Evaluation and Modernization / Audit Preparation and Remediation ► ACFR Writing Professional & Civic Involvement / Past GASB Zone Chair, AICPA Technical Issues Committee / Association of Governmental Accountants, Dallas and New Mexico Chapters