HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 08B_02/10/2004Rachhn Cohen & Holtz LLP
Certified Public Accountants & Consultants
October 1, 2001
Honorable Mayor, Village Council and
Village Manager
Village of Tequesta
250 Tequesta Drive., Ste 300
Tequesta, FL 33469-0273
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We are pleased to confirm our understanding of the services we are to provide to the Village of Tequesta,
Florida (the Village). We will audit the general purpose financial statements of the Village as of and for
the fiscal years ending September 30, 2001, 2002 and 2003 with an option to renew for two subsequent
years (2004 and 2005) at the mutual agreement of both the Village and RCH.
Audit Objectives
The objective of our audit is the expression of an opinion as to whether your general purpose financial
statements are fairly presented, in all material respects, in conformity with accounting principles generally
accepted in the United States and to report on the fairness of the additional information referred to in the
first paragraph when considered in relation to the general purpose financial statements taken as a whole.
Our audit will be conducted in accordance with auditing standards generally accepted in the United States
and the standards for financial audits contained in Government Auditing Standards, issued by the
Comptroller General of the United States, and will include tests of the accounting records of the Village
and other procedures we consider necessary to enable us to express such an opinion. If our opinion on the
general purpose financial statements is other than unqualified, we will fully discuss the reasons with you
in advance. If, for any reason, we are unable to complete the audit or are unable to form or have not
formed an opinion, we may decline to express an opinion or to issue a report as a result of this
engagement.
We will also provide reports (that do not include opinions) on internal control related to the financial
statements and compliance with laws, regulations, and the hi•ovisians or grant agreements, non-
compliance with which could have a material effect on the financial statements as required by
Government Auditing Standards.
Management Responsibilities
Management is responsible for establishing and maintaining internal control and for compliance with
laws, regulations, contracts, and agreements. In fulfilling this responsibility, estimates and judgments by
management are required to assess the expected benefits and related costs of the controls. The objectives
of internal control are to provide management with reasonable, but not absolute, assurance that assets are
safeguarded against loss from unauthorized use or disposition, that transactions are executed in
accordance with management's authorizations and recorded properly to permit the preparation of general
purpose financial statements in accordance with accounting principles generally accepted in the United
States.
One Southeast Third Avenue, Tenth Floor, Miami, Florida 33131 • Tel 305-377-4228 • Fax 305-377-8331
Offices in: Miami Ft. Lauderdale Boca Raton West Palm Beach Stuart
- www.rchcpa.com -- --- - --- -
Member of Summit International Associates, Inc. with offices in principal cities throughout the world
Member of the American Instihite of Certified Public Accountants and member of the Florida [nstitute of Certified Public Accountants
Honorable Mayor, Village Council and
Village Manager
Village of Tequesta
October 1, 2001
Page 2
Management is responsible for making all financial records and related information available to us. We
understand that you will provide us with such information required for our audit and that you are
responsible for the accuracy and completeness of that information. We will advise you about appropriate
accounting principles and their application and will assist in the preparation of your financial statements,
but the responsibility for the financial statements remains with you. That responsibility includes the
establishment and maintenance of adequate records and effective internal control over financial reporting,
the selection and application of accounting principles, and the safeguarding of assets. Management is
responsible for adjusting the financial statements to correct material misstatements and for confirming to
us in the representation letter that the effects of any uncorrected misstatements aggregated by us during
the current engagement and pertaining to the latest period presented are immaterial, both individually and
in aggregate, to the general purpose financial statements taken as a whole.
Audit Procedures-General
An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the
fmancial statements; therefore, our audit will involve judgment about the number of transactions to be
examined and the areas to be tested. We will plan and perform the audit to obtain reasonable rather than
absolute assurance about whether the financial statements are free of material misstatement, whether
caused by error or fraud. Because an audit is designed to provide reasonable, but not absolute assurance
and because we will not perform a detailed examination of all transactions, there is a risk that a material
misstatement may exist and not be detected by us. In addition, an audit is not designed to detect
immaterial errors, fraud, or other illegal acts or illegal acts that do not have a direct effect on the general
purpose financial statements. However, we will inform you of any material errors and any fraud that
comes to our attention. We will also inform you of any other illegal acts that come to our attention,
unless clearly inconsequential. Our responsibility as auditors is limited to the period covered by our audit
and does not extend to matters that might arise during any later periods for which we are not engaged as
auditors.
Our procedures will include tests of documentary evidence supporting the transactions recorded in the
accounts, and may include tests of the physical existence of inventories, and direct confirmation of
receivables and certain other assets and liabilities by correspondence with selected individuals, creditors,
and financial institutions. We will request written representations from your attorneys as part of the
engagement, and they may bill you for responding to this inquiry. At the conclusion of our audit, we will
also require certain written representations from you about the financial statements and related matters.
Identifying and ensuring that the Village complies with laws, regulations, contracts, and agreements is the
responsibility of management. As part of obtaining reasonable assurance about whether the general
purpose financial statements are free of material misstatement, we will perform tests of the Village's
compliance with applicable laws and regulations and the provisions of contracts and agreements.
However, the objective of our audit will not be to provide an opinion on overall compliance and we will
not express such an opinion.
Honorable Mayor, Village Council and
Village Manager
Village of Tequesta
October 1, 2001
Page 3
Audit Procedures-Internal Controls
In planning and performing our audit, we will consider the internal control sufficient to plan the audit in
order to determine the nature, timing, and extent of our auditing procedures for the purpose of expressing
our opinion on the Village's general purpose financial statements.
We will obtain an understanding of the design of the relevant controls and whether they have been placed
in operation, and we will assess control risk. Tests of controls may be performed to test the effectiveness
of certain controls that we consider relevant to preventing and detecting errors and fraud that are material
to the general purpose financial statements and to preventing and detecting misstatements resulting from
illegal acts and other noncompliance matters that have a direct and material effect on the general purpose
financial statements. (Tests of controls are required only if control risk is assessed below the maximum
level.) Our tests, if performed, will be less in scope than would be necessary to render an opinion on
internal control and, accordingly, no opinion will be expressed.
An audit is not designed to provide assurance on internal control or to identify reportable conditions.
However, we will inform the Village Council and management of any matters involving internal control
and its operation that we consider to be reportable conditions under standards established by the
American Institute of Certified Public Accountants. Reportable conditions involve matters coming to our
attention relating to significant deficiencies in the design or operation of the internal control that, in our
judgment, could adversely affect the entity's ability to record, process, summarize, and report financial
data consistent with the assertions of management in the general purpose financial statements.
Audit Administration, Fees, and Other
We understand that your employees will prepare all cash or other confirmations we request and will
locate any invoices selected by us for testing.
The workpapers for this engagement are the property of Rachlin Cohen & Holtz LLP and constitute
confidential information. However, we may be requested to make certain workpapers available to
regulatory agencies pursuant to authority given to it by law or regulation. If requested, access to such
workpapers will be provided under the supervision of Rachlin Cohen & Holtz LLP personnel.
Furthermore, upon request, we may provide photocopies of selected workpapers to the regulatory agency.
The regulatory agency may intend, or decide, to distribute the photocopies or information contained
therein to others, including other governmental agencies.
Honorable Mayor, Village Council and
Village Manager
Village of Tequesta
October 1, 2001
Page 4
Our fees for these services will be at our standard hourly rates ~he fees a~-e- r.ot l to e,~ceed:
Year Ending September 30,
2001 $36,000
2002 $38,000
2003 $41,000
Our standard hourly rates vary according to the degree of responsibility involved and the experience level
of the personnel assigned to your audit. Our invoices for these fees will be rendered each month as the
audit progresses and are payable on presentation. The above fees are based on anticipated cooperation
from your personnel and the assumption that unexpected circumstances will not be encountered during
the audit. If significant additional time is necessary, we will discuss it with you and arrive at a new fee
estimate before we incur the additional costs.
The Village will be required to implement Governmental Accounting Standards Board Statement No. 34,
Basic Financial Statements -and Management's Discussion and Analysis -For State atzd Local
Governments, for the fiscal year ending September 30, 2004. Your auditors need to be involved in the
implementation process. As a result, there will be consultation and communication between the Village
and Rachlin Cohen & Holtz LLP regarding implementation efforts. We estimate that fees for these
annual services will range from $4,000 to $7,000 depending on the degree and nature of the consultation
requested by the Village. Our fees for this engagement will be based on the number of hours at our
standard billing rates required to perform these services.
If the Village is required to have a Single Audit performed in accordance with auditing standards
generally accepted in the United States; the standards for financial audits contained in Gove~•nment
Auditing Standards, issued by the Comptroller General of the United States; the Single Audit Act
Amendments of 1996; and the provisions of OMB Circular A-133, Audits of States, Local Governments,
and Non-Profit Organizations, during the periods covered by this letter, we will prepare an addendum to
this letter indicating the additional services and fees necessary to complete the engagement. If additional
services are required or requested as a result of the Village receiving grant funds under the new Florida
Single Audit Act, we will prepare an addendum to this letter indicating the additional services and fees
necessary to complete the engagement.
The Village of Tequesta is allowed to terminate this agreement, with or without cause, upon 60 days
written notice.
Honorable Mayor, Village Council and
Village Manager
Village of Tequesta
October 1, 2001
Page 5
We appreciate the opportunity to be of service to you and believe this letter accurately surnrnarizes the
significant terms of our engagement. if you have any questions, please let us know. If you agree with the
terms of our engagement as described in this ielter, please sign the enclosed copy and return it to us. We
hope this is the beginning of a long and mutually beneficial association with the Village of Tequesta.
Sincerely,
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C{'.~Jerry Cl'iiocca, CPA
Director -Miami
Enclosure
APPR(~VF.i~-
This letter correctly sets forth the understanding of the Village of Tequesta.
Signed:
Title:
Date:
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