HomeMy WebLinkAbout1981-028 Contract - Burns & Updegrove
GERALD W. BURNS. CPA
DAVID G. trPDBGROVK, CPA
BURNS 1& UPDEGROVE
CERTIFIED P'l1BLIC ACCOUNTANTS
~~.o.. (308) 778-2011
1130 CRATER LAKE AVlL. SU1T1l: I
IBDFORD. ORGBON 07301
CONTRACT FOR AUDIT OF OREGON MUNICIPALITY
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THIS CONTRACT, made this /tf"h1 day of /'1A':;} ,1981,
in accordance with the requirements of Oregon Revised Statutes 297.405
through 297.555 between the firm of Burns & Updegrove, CPAs, of Medford, Oregon,
and the City of Ashland, Oregon, provides as follows:
1. It hereby is agreed that the firm of Burns & Updegrove, CPAs, shall
conduct an audit of the accounts and fiscal affairs of the City of Ashland,
Oregon, for the period beginning July 1, 1980, and ending June 30, 1981, in
accordance with the Minimum Standards of Audits of Municipal Corporations
as prescribed by law. The audit shall be undertaken in order to express an
opinion upon the financial statements of the City of Ashland, Oregon, and
to determine if the City has complied substantially with appropriate legal
provisions.
2. The firm of Burns & Updeg!rove, CPAs agrees that the services they
have contracted to perform under thi s contract shall be rendered by them
under the personal supervision of Gerald W. Burns, CPA, Municipal Auditor,
and partner in the office of Burns & Updegrove, CPAs, and that the work will
be performed with care an diligence.
3. It is understood and agreed that, should unusual conditions arise
or be encountered whereby the services of the firm of Burns & Updegrove, CPAs
are necessary beyond the extent of the work contemplated, written notifi-
cation of such unusual conditions shall be delivered to the City of Ashland,
Oregon, who shall instruct Gerald W. Burns, CPA, in writing concerning
such additional services, and that the signed copy of such notification and
instruction shall be delivered imm~diately to the Secretary of State by the
Party issuing the same.
4. The audit shall be started as soon after this contract is executed
as is agreeable to the Parties hereto and shall be completed and a written
report thereon delivered within a reasonable time. Ten (10) copies of such
CONTRACT FOR AUDIT OF OREGON MUNICJiPALITY -
CITY OF ASHLAND
PAGE 2
report shall be delivered to the City of Ashland, Oregon, and its form and
shall be in accordance with and not less than that required by the Minimum
Standards for Audits of Oregon Municipal Corporations.
5. It is understood and agreed that the City of Ashland, Oregon, is
responsible for such financial statements as may be necessary to fully disclose
and fairly present the results of operation for the period under audit.
It is understood that Gerald W. Burns, CPA, shall draft such financial state-
ments for the City of Ashland, Oregon. The cost of preparing such financial
statements shall be included in the fee for conducting the audit as set forth
in Paragraph 7.
6. It is understood and agreed that this contract shall be effective
for the year beginning July 1, 1980, and ending June 30, 1981, and may con-
tinue from year to year thereafter by mutual consent, unless and except
that either Party may, upon written notice at least ninety (90) days prior
to July 1, of any year, desire to review or renegotiate the terms and con-
ditions outlined in this contract.
7. In consideration of the faithful performance of the conditions,
covenants, and undertakings herein set forth, the City of Ashland, Oregon,
hereby agrees to pay Gerald W. Burns, CPA, the approximate sum of $ 11,00Q.00
to audit the City's accounts. The total amount to be determined based on
the total number of hours expended at an average of $24.09 per hour.
8. It is understood and agreed that this contract shall include an
audit of the Ashland Community Hospital accounts. The fee for this audit
service will approximate $ 8,500 based on the total number of hours expended
at an average rate of $ 24.00 per hour.
9. The fee estimate contained in Paragraph 7 includes the time
required to review the City's compliance with terms of revenue sharing
agreements. It does not include time to review the City's compliance with
terms of agreements relating to participation in programs funded by other
governmental agencies, if it is required by the terms of funding grants. It
also includes the time required by the terms of funding grants. It also
includes the time required to perform limited reviews to assure other granting
agencies that reports filed with those agencies agree to the accounting
records of the City of Ashland, Or~gon. These limited reviews are required
to be included under the Minimum Standards for Audits of Municipal Corporations.
IIII
CONTRACT FOR AUDIT OF OREGON MUNICIPALITY -
CITY OF ASHLAND
PAGE 3
We are unable to estimate the time necessary for a full compliance review of
any grants in addition to revenue sharing grants until we have ascertained
the extent of your City's involvement in such programs. Therefore, the fee
for this portion of the audit will be determined based on the total number
of hours expended at an average of $ 24.QO per h~ur.
10. It is understood and agreed that this contract shall include con-
sulting services that may be performed by Gerald W. Burns, CPA, concerning
fiscal matters, budgeting, and accounting procedures for the City of Ashland
and the Ashland Community Hospital. The fee for such consulting service
would be based on the total number of hours expended at an average of
$ 30.00 per hour.
11. If, as the auditing or consulting work progresses, it becomes
apparent that the hours required ar:e less than 10% in excess of the planned
estimates, the City Administrator Oir the Hospital Administrator, is
authorized to approve the change in fee estimate based on the additional
hours requi red.
12. If, as the audi ti ng or consul ti ng \'1ork progresses, it becomes apparent
that the hours required are more than 10% in excess of the planned estimate,
the reasons shall be determined and the provisions as outlined in Paragraph 3
shall be referred to. The total fe:e estimate and required hours shall then
be re-evaluated based on such changed conditions.
13. The City of Ashland, OreglOn, hereby affirms that proper provision
for the payment of such fee has been or will be duly made and that funds for
the payment thereof are or will be legally available. The City of Ashland,
Oregon, also agrees that payments will be made as work progresses based on
monthly statements rendered by Gerald W. Burns, CPA.
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DATE: ~ ~/'i/
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