HomeMy WebLinkAboutContract 52152 t,
CEIV�D CITY SECRETARY
PR a
8 2019 CONTRACT w. 5 a 1,5
CINOFFORT
CITYSfCR WORTH
fTAR Austin � Conroe ] Dallas � Fort Worth j Houston
weaver
Los Angeles { Midland I New York City I San Antonio
Assurance,Tax-Advisory
January 9,2019
David Cooke,City Manager
City of Fort Worth,Texas
1000 Throckmorfon Street
Fort Worth,Texas 76102
Dear Mr. Cooke:
We are pleased to confirm our understanding of the services we are to provide the City of Fort Worth,
Texas (the City). This letter will confirm the nature and limitations of the services we will provide and the
various responsibilities and other terms of the engagement.
We agree to apply procedures in accordance with Section 4(K) of Water Master Ordinance 10968 (Audit)
related to the City's compliance with Water Sewer System excess pledged revenues for the year
ended September 30,2018.These procedures will be applied for the purposes of reporting our findings to
the results of the procedures as compared to the requirements of Section 4(K) of the Water Master
Ordinance 10968. The procedures we will perform have been agreed to by management of the City.
These agreed-upon procedures are enumerated on the attached schedule.
We will conduct our engagement in accordance with the attestation standards for agreed-upon
procedures engagements of the American Institute of Certified Public Accountants.Management of the
City is solely responsible for the sufficiency of the agreed-upon procedures for its purposes.Therefore,we
make no representation as to the sufficiency of these procedures for the purposes of the specified parties
or for any other purpose.The agreed-upon procedures are not designed to constitute an examination or
review of the subject matter.Therefore,we will not express reasonable or limited assurance on the subject
matter. We have no obligation to perform any procedures beyond those agreed to by the City as
enumerated in this letter of engagement. If,for any reason, we are unable to complete the procedures,
we will not issue a report as a result of this engagement.
Our procedures are also not designed to detect error or fraud that is immaterial to the subject matter
information.However,we will inform you of any material errors or fraud that come to our attention, unless
clearly inconsequential. Our responsibility is limited to the period covered by our procedures and does
not extend to matters that might arise during any later periods for which we are not engaged. At the
conclusion of our engagement,we may also request certain written representations from you about the
subject matter information and related matters.
We will present a written report listing the procedures and our related findings.This report will be intended
for use by and restricted to the use of the specified parties as identified above,and our report will contain
such restricted-use language.We will maintain the confidentiality of your personal information and apply
procedures to protect against any unauthorized release of your personal information to third parties.
Our engagement will be conducted on the basis that the City's management acknowledge and
understand that they have responsibility: -n Q_
a. For the design,implementation,and maintenance of internal control relevant to compliance with �
the requirements of Section 4(K) of the Water Master Ordinance 10968 which is the best means of O n
preventing or detecting errors or fraud;
b. For selecting and determining the suitability and appropriateness of the criteria upon which the: c y n.
compliance with the requirements of Section 4(K) of the Water Master Ordinance 10968 will be —1
evaluated;and x -<
Weaver and Tidwell, L.L.P.
2821 West 7th Street,Suite 700 I Fort Worth,Texas 76107
Main:817.332.7905 1 Fax:817.429.5936
CPAs AND ADVISORS I WEAVER.COM
i
City of Fort Worth,Texas
January 9,2019
Page 2
c. To provide us with:
1) Access to all information of which management is awarthat is relevant to the compliance
with the requirements of Section 4(K) of the Water Master Ordinance 10968 such as records,
documentation, and other matters and that you are responsible for the accuracy and
completeness of that information;
2) Additional information that we may request from management for the purpose of
performing the agreed upon procedures;and
3) Unrestricted access to persons within the entity from whom we determine it necessary to
obtain attest evidence.
d. With respect to any non-attest services we perform,for:(a) making all management decisions and
performing all management functions; (b) assigning a competent individual to oversee the
services; (c) evaluating the adequacy of the services performed; (d) evaluating and accepting
responsibility for the results of the services performed;and (e)establishing and maintaining internal
controls,including monitoring ongoing activities.
As part of our engagement, we will request from management and, when appropriate, those charged
with governance, written confirmation concerning representations rnade to us in connection with the
agreed upon procedures.
During the course of our engagement,we will request information and explanations from management
regarding the City's operations, internal controls, future plans, specific transactions and accounting
systems and procedures.At the.conclusion of our engagement,we will require,as a precondition to the
issuance of our report,that management provide certain representaf ons to us in a written representation
letter.
We will issue a written report upon completion of the performance of the agreed upon procedures.
In the unlikely event that.circumstances occur which we in our sole discretion believe could create a
conflict with either the ethical standards of our firm or the ethical standards of our profession in continuing
our engagement,we may suspend our services until a satisfactory resolution can be achieved or we may
resign from the engagement. We will notify you of such conflict as soon as practicable,and will discuss
with you any possible means of resolving them prior to suspending our services.
Mr. Kevin Sanford is the engagement partner for the services specified in this letter. His responsibilities
include supervising our services performed as part of this engagemen-and signing or authoring another
qualified firm representative to sign the agreed-upon procedures report.
Our fees for our agreed-upon procedures engagement are estimated to be $3,000 for the year ended
September 30, 2018. Please sign and return the attached copy of this letter to indicate your
acknowledgment of, and agreement with, the arrangements for our engagement. We appreciate the
opportunity to be of service to you and look forward to working with�,ou and your staff.
//
WEAVER AND TIDWELL, L.L.P.
City of Fort Worth,Texas
January 9,2019
Page 3
RESPONSE:
This letter correctly sets forth the understanding.
Acknowledged and agreed on behalf of the City of Fort Worth by:
Signature: 7-J/le
Al
v�
Title:
t
Date: �'f'23 '_2
:0 .
Atte by.
Mary J. s r, i
OFFICIAL RECORD
CITY SECRETARY
FT. WORTH,TX
City of Fort Worth,Texas
January 9,2019
Page 4
The procedures to be performed will consist of the following:
1) Obtain a copy of the Water Master ordinance (Master Ordinance)and the City's policy"Payments
from Water and Sewer Fund to Other Funds" (the Policy).
2) Using final audited balances from the City of Fort Worth Comprehensive Annual Report for the year
ended September 30,2018,perform the following:
a. Calculate Net Revenues for the Water and Sewer Fund as defined in the Master Ordinance;
and
b. Calculate Excess Pledged Revenue as defined in the Moser Ordinance and the Policy.
3) Provide copies of our calculations to the Financial Management Services Department for their
certification as required by M&C G-19114 approved on Septem ber 26,2017.
Soto, Vania Elizabeth
From: Hinojosa, Crystal
Sent: Monday,April 1, 2019 2:40 PM
To: Soto,Vania Elizabeth
Subject: FW: Engagement Letters
Vania,
See Denis message below for all of the already executed engagements.
I assume this is enough to have signed by City Secretary?
For future engagements we will have routed through whole process.
From: McElroy, Denis C.
Sent: Monday,April 1, 2019 2:32 PM
To: Hinojosa, Crystal<Crystal.Hinojosa@fortworthtexas.gov>
Subject: RE: Engagement Letters
As they've already been long ago executed without Law's signature, I don't see the benefit to running them through my
department at this point.
Denis McElroy
Assistant City Attorney
200 Texas Street
Fort Worth,Texas 76102
(817)392-2758
denis.mcelM@fortworthtexas.gov
City of Fort Worth — Working together to build a strong community
FORTWORTH.
From: Hinojosa, Crystal
Sent: Monday, April 01, 2019 2:21 PM
To: McElroy, Denis C.
Subject: FW: Engagement Letters
Denis,
I need to route these to City Secretary office for CSCO number to be assigned for purchasing process.
Do I need to also route these already executed engagements to Law as well?
1
Thanks
From: Hinojosa, Crystal
Sent: Monday, April 1, 2019 1:42 PM
To:Soto, Vania Elizabeth <Vania.Soto@fortworthtexas.gov>
Subject: Engagement Letters
Hi Vania,
I have a question regarding engagement letters and getting CSCO numbers assigned to them.
I have about 6-7 letters similar to the one attached that I am being asked by Purchasing to route for CSCO numbers in
order to pull my purchase order.
Usually I would route to my ACM, Law and then to your office but since this is an engagement letter, do I need to do the
same or just route to you all?
Any help would be much appreciated. Thank you
Crystal Hinojosa
Management Analyst
Department of Financial Management Services
200 Texas Street, Fort Worth, TX 76102
2: 817-392-7808 1 g: 817-392-5886
Crystal.Hinojosa@FortWorthTexas.gov
"City of Fort Worth-Working together to build a strong community"
FORT WORTH.
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