HomeMy WebLinkAboutContract 48167-AD5 weaver CITY SECRETARY Q t
Assurance-Tax-Advisory L{V..
January 21, 2021
David Cooke, City Manager
City of Fort Worth, Texas
200 Texas Street
Fort Worth,TX 76102
Dear Mr. Cooke:
This letter sets forth our understanding for applying agreed-upon procedures in accordance with
Ordinance number 10968, Master Ordinance Establishing the City of Fort Worth (the City), Texas Water
and Sewer System (the System) Revenue Financing Program (the Ordinance), related to the City's
compliance with Section 4(j) of the Ordinance for the year ended September 30, 2020.
This engagement is solely for the purpose of reporting our findings in regards to the results of the
procedures performed as compared to the requirements of the Ordinance. The procedures we will
perform have been agreed to by the City.
This engagement letter accompanies Contract 48167, as amended by 48167-R1A1 and renewed by
48617-R2 (collectively,the Contract) and outlines updated and restated terms and standards of our firm's
agreed upon procedures and audit services as of and for the year ended September 30, 2020. If there is
any conflict in this engagement letter and the terms of the Contract, the terms of the Contract shall
prevail over the terms of this engagement letter.
Our Responsibilities
We will apply the following procedures:
1) Obtain an understanding of the types of insurance required to be maintained by the City for the
System per the Ordinance.
2) For each of the types of insurance in number 1 above, obtain an understanding if such
insurance is purchased commercially or if the City is self-insuring any types of insurance.
3) For all policies for which the City is purchasing commercial insurance coverage, determine that
the premium covering the period September 30, 2020 was paid.
4) For areas of coverage the City is self-insuring against risks, provide a listing of such areas.
We will conduct our engagement in accordance with the attestation standards for agreed-upon
procedures engagements of the American Institute of Certified Public Accountants and, the standards
applicable to attestation engagements contained in Government Auditing Standards issued by the
Comptroller General of the United States. We are responsible for carrying out the procedures and
reporting findings in accordance with these standards. The sufficiency of these procedures is solely the
responsibility of the specified parties. Consequently, 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 to be performed do not constitute an examination or review of the subject
matter.Accordingly,we will not express an opinion or conclusion on the subject matter. If we did perform
additional procedures, other matters might come to our attention that would be reported to you.
Weaver and Tidwell, L.L.P.
� 2821 West 7th Street, Suite 700 1 Fort Worth, Texas 76107
Main: 817.332.7905
CPAs AND ADVISORS I WEAVER.COM
City of Fort Worth, Texas
January 21, 2021
Page 2
Your Responsibilities
With respect to any nonattest services we may provide, the City's management is responsible for
(a) making all management decisions and performing all management functions; (b) assigning a
competent individual, preferably within senior management, 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 written confirmation concerning
representations made to us in connection with the agreed upon procedures.
Engagement Fees
Our fees for our agreed upon procedures will be$6,500.
Our engagement fees do not include any time for post-engagement consultation with your personnel or
third parties, consent letters and related procedures for the use of our reports in offering documents,
inquiries from regulators or testimony or deposition regarding any subpoena. Charges for such services
will be billed separately.
Our engagement fees do not include consulting on the adoption of new accounting standards and any
increased duties because of any future regulatory body or an unknown or unplanned significant
transaction. We will consult with you in the event any of these take place that may affect our fees.
Our Report and Other Relevant Information
Our report will list the procedures performed and our findings. Our report will be addressed to the City and
will be intended for use by and restricted to the use of the specified parties as identified above.Our report
will contain such restricted-use language.
Should we have any reservations with respect to the subject matter,we will discuss them with you before
the report is issued.
We have no responsibility to update our report for events and circumstances occurring after the date of
our report.
During the course of our engagement, we will request information and explanations from management
regarding the City's operations, 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 representations in a written representation letter. The City
agrees that as a condition of our engagement that management will, to the best of its knowledge and
belief, be truthful, accurate, and complete in all representations made to us during the course of the
engagement and in the written representation letter. The procedures we perform in our engagement
and the conclusions we reach as a basis for our report will be heavily influenced by the written and oral
representations that we receive from management. False or misleading representations could cause us
to expend unnecessary efforts in our engagement; or, worse, could cause a material error or a fraud to
go undetected by our procedures.
City of Fort Worth, Texas
January 21, 2021
Page 3
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.
The hiring of or potential employment discussions with any of our personnel could impair our
independence. Accordingly, you agree to inform the engagement partner prior to any such potential
employment discussions taking place.
During the course of the engagement, we may communicate with you or with your personnel via fax or
e-mail, and you should be aware that communication in those mediums contains a risk of misdirected or
intercepted communications.
Mr. Kevin Sanford is the engagement partner for the services specified in this letter. His responsibilities
include supervising the engagement and signing the report or authorizing another individual to sign if.
We plan to begin our procedures in December 2020, and unless unforeseeable problems are
encountered, the engagement should be completed by February 2021.
We look forward to a continued relationship with your organization, and we are available to discuss the
contents of this letter or other professional services you may desire.
Please sign and return the attached copy of this letter to indicate your acknowledgment of, and
agreement with, the arrangements for our engagement including our respective responsibilities. If you
have any questions, please let us know.
/ -
WEAVER AND TIDWELL, L.L.P.
City of Fort Worth, Texas
January 21, 2021
Page 4
RESPONSE:
This letter correctly sets forth our understanding.
Acknowledged and agreed on behalf of the City of Fort Worth by:
By:
Printed Name: Dayld Cooke
Title: City Manager
Date: Z/.2-
APPROVED AST FORM AND LEGALITY:
By: — I'� (L"'
Denis C. McElroy
Assistant City Attorney
Approval: NA
Contract Compliance Manager:
By signing, I acknowledge that I am the person
responsible for the monitoring and administration
of this contract, including ensuring all performance
and reporting requirements.
Printed Name:.,
Title: Assistant Finance Director
ATTEST:
By:
Mary J. Kayseri
City Secretary
E
RECORDRETARYTH, TX