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06
City of Pleasanton
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CITY CLERK
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AGENDA PACKETS
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2021
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031621
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06
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3/12/2021 1:39:14 PM
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3/12/2021 1:39:12 PM
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CITY CLERK
CITY CLERK - TYPE
AGENDA REPORT
DOCUMENT DATE
3/16/2021
DESTRUCT DATE
15Y
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EXHIBIT A <br /> Scope of Consultant's Services <br /> Audit Timeline Dates <br /> Planning <br /> New client entrance conference March/April <br /> Perform predecessor workpaper and initial setup of audit file including <br /> financial statement grouping &setup March/April <br /> Interim Fieldwork <br /> Interim entrance conference May <br /> Interim fieldwork May <br /> Interim exit conference to provide results and any recommendations; <br /> scheduling of key year-end dates and expectations May <br /> Year-End Fieldwork <br /> Year-end entrance conference October <br /> Obtain final trial balance and prepared by client(PBC)items October <br /> Year-end fieldwork October <br /> Single audit fieldwork,if required TBD <br /> Year-end exit conference to discuss audit results,any reportable conditions October <br /> and financial statement timelines <br /> Reporting <br /> Deliver GANN limit letter June <br /> Deliver draft CAFR and component unit reports for management review November <br /> Receipt of draft MD&A,transmittal letter,stat section from City December <br /> Deliver Final CAFR and component unit reports to City December <br /> Deliver final single audit report to City,if required TBD <br /> Communication <br /> Present audit results and CAFR to audit committee and/or City Countil December/Janaury <br /> Ongoing Services <br /> Provide techincial assistance and guidance to City management throughout <br /> the year as needed and requested Ongoing <br /> 6 <br />
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