2002-20
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" ~ MCDIRMIT DAVIS PUCKETT
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August 12,2002
City of Clermont, Florida
P.O. Box 120219
Clermont, FL 34712-021.9
We are pleased to confirm our understanding of the services we are to provide the City of
Clermont, Florida for the years ended September 30, 2002, 2003 and 2004. We will audit the
generai purpose financiai statements of the City of Clermont as of and for the years ended
September 30, 2002, 2003 and 2004.
Audit Objectives
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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 of America. Our audit will be conducted in
accordance with generally accepted auditing standards 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 City of Clermont 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 provisions or grant agreements,
noncompliance 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 of America.
MCDIRMIT DAVIS PUCKETT & COMPANY, LLC
CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS
605 E. ROBINSON STREET, SUITE 635 . ORLANDO, FLORIDA 32801
TELEPHONE 407-843-5406 . FAX 407-649-9339 . EMAIL: INFO@MDPCPA.COM
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MEMBERS: PRIVATE COMPANIES PRAcnCE SECTION' AMERICAN INSTITUTE OF CERTIFIED PuBLIC ACCOUNTANTS' FLORIDA INSTITUTE OF CERTIFIED PuBLIC ACCOUNTANTS
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City of Clermont
Engagement Letter
August 12,2002
Page Two
Management Responsibilities - (Continued)
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 immateriai, both individually and in the 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 financial 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 City of Clermont 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 City of Clermont'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.
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City of Clermont
Engagement Letter
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August 12, 2002
Page Three
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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 City of Clermont'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 governing body or audit committee 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.
We expect to perform interim testing in September 2002 and year-end testing in December
2002 and issue our reports no later than January 31,2003.
Our fees for the year ending September 30, 2002, 2003 and 2004 are as follows:
Fiscal Year
2001-2002
2002-2003
2003-2004
Audit Fee
$22,000
22,600
23,200
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City of Clermont
Engagement Letter
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August 12, 2002
Page Four
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Audit Administration, Fees, and Other - (Continued)
In addition, if the city receives federal or state grant funds subject to single audit requirements,
the additional audit fee will be $3,000 if there are minor programs only or $4,000 if there is a
major program. Due to the major impact that GASB 34 will have on municipal financial
statements, it is understood that all services rendered by us to plan and implement this
pronouncement will be additional fees. These additional services will be billed at the following
hourly rates:
Audit Stockholder
Audit Manager
Audit Senior
Audit Staff
$145
120
85
65
We appreciate the opportunity to be of service to the City of Clermont and believe this letter
accurately summarizes 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 letter,
please sign the enclosed copy and return it to us.
Very truly yours,
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RESPONSE:
This letter correctly sets forth the understanding of the City of Clermont.
By:
Title:
Date:
WO 'fCJ C
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