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HomeMy WebLinkAboutO.W. Krohn & Assoc/CT - .... AGREEMENT CITY-OF CARMEL. INDIANA WHEREAS, the Clerk Treasurer of the City of Carmel, Indiana desires to prepare a Comprehensive Annual. Financial RepOlt (CAFR) in accordance with standards established by the Govemment Finance Officers Association (GFOA):' and, WHEREAS, the Clerk Treasurer desires to retain the services of a firm of Certified Public Accountants to assist with the co-ordination and preparation of the CAFR: .and WHEREAS, O. W. Krohn & Associates, LLPCertified Public Accolll1tants, (the "Accountants") desires to provide said services for said City:, NOW THEREFORE, the parties mutually agree to the following: ARTICLE I, COMPREHENSIVE ANNUAL FINANCIAL REPORT The Accountants will assist with the following: (A) Work with the City Clerk Treasurer, other CiiyOfficials and the Indiana State Board of Accounts (SBA) and coordinate the preparati9n offinancialstatements, schedules and disclosures that will conform to the GFOA CAFR Special Review Committee Checklist for Cities adoptingGASB No, 34, (B) Assist in preparation of Introductory Section including comparative analysis of summary financial.data, management discussion and analysis and relatedtables and charts. (C) Prepare other schedules of supplementary financial information that might be appropriate, (D) Assist in preparation of the Statistical Section including interpretation and impJementatlon of all GASB 44 requirements. (E) Update statistical information for the City's Enterprise Funds and other City Departments. (F) Attcnd meetings, as necessary, withrepresentatives of the City, the SBA and GFOA representatives. ARTICLE 2. GENERAL ACCOUNTING AND CONSULTING SERVICES The accountant will provide services relative to general accounting and finanCial hlatt~rs;thatmight arisc from timc to time incl uding, but not limited to, general accounting support .~ervites, financial reporting, assistance with computer applications, assistance with economic development projects, budgeting, feasibility studies, tax rates and other finaIlciahnatters that mightarisefrom time to time. ~' - ARTICLE 3 ATTESTATION SERVICES The services to be rendered will not include audits, We willnotrender an opinion or any other form of assurances on the financial statements. Our reports will indicate that we have "compiled" the financial statements WitllOut audit and that the inforriwticincontained in the repotts represents the assertions of manag'emenl. ARTICLE 4. FEES The fees for services to be rendered will be based upon hourly time charges and reimbursement of out of pocket expenses. The hourly rates shall be one hundred atld:seventy-five dollars ($175) for professional CPA time, one hundred and twenty-five dollars ($12.5) for consultant time and ninety dollars ($90) for para-professional.time. The hourly rates may be revised fi'om time to time, however, they shall not be revised prior to December -3.1, 2008, 'The City will be notified of any change in billing rates, Actual fees will be based'upon hourly time charges at the rates described above. ARTICLE 5. TERMINATION This agreement may be terminated for any reason by either party at any time subject to written notification. The City agrees to compensate the Accountants for services rendered prior to termination. This agreement shall continue from year to year, unless the agreement is terminated by either party. WITNESSETH The City of Carmel, lndiana and O. W. Krohn & Associates, LLP Certified Public Accountants, do hereby agree to the above noted scope of services and terms of this agreement and do, hereby, set , , their hands and seal on this day of . 2008. 9, w: k~: I.JssauGk- L o. w. Krohn&'Associates, LLP L(J City of Carmel, Indiana ATTEST~~, Office of Clerk Treasurer Board of Public Works an~ Safety-: / //.... n-l3asurer