Contract - Diehl, Evans and Co. - 2008-03-14 RECEIVED
DDIEHL, EVANS & COMPANY, LLP MAR 1 72008
CERTIFIED PUBLIC ACCOUNTANTS&CONSULTANTS
COSTA MESA SANITARY OISTRICI MICILIEL R.LUDIN,CPA
A PARTNERSHIP INCLUDING ACCOUNTANCY CORPORATIONS CRAIG W SPEAKER CPA
NITIN P PATEL,CPA
ROBERT I CALLANAN,CPA
2121 ALTON PARKWAY SUITE 100 *PHILIPH HOLTKAMP CPA
IRVINE,CALIFORNIA 92606-4956 'THOMASM C ROEDER CPA
*HAAVEY I SPE R OWSKI CPA
(949)399-0600 FAX(949)399-0610 KENNETH R AMES CPA
www.dlehlevans.com 'WILLIAMC PENTZ,CPA
March 14 2008 SION PORADO
Mr. Marc Davis, District Treasurer
Costa Mesa Sanitary District
628 West 19th Street
Costa Mesa, CA 92627
Dear Mr. Davis:
We are pleased to confirm our understanding of the services we are to provide Costa Mesa Sanitary
District (the District) for the year ending June 30, 2008 We will audit the financial statements of the
District.
Scope:
We will audit the basic financial statements of the District. Also, the document we submit to you will
include the Management s Discussion and Analysis information, which is supplementary information
required to be included in the financial statements by accounting principles generally accepted in the
United States of America. The Management s Discussion and Analysis will be subjected to certain
limited procedures, but will not be audited.
Audit Objective:
The objective of our audit is the expression of an opinion as to whether your 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 auditing standards
generally accepted in the United States of America and will include tests of the accounting records and
other procedures we consider necessary to enable us to express such an opinion. If our opinion on the
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.
OTHER OFFICES AT 965 ROOSEVELT STREET 613 W VALLEY PARKWAY SUITE 330
CARLSBAD,CALIFORNIA 92008-2389 ESCONDIDO CALIFORNIA 9202 2598
1760)72_9-'143 FAX(760)729- '34 1760)741-3141 FAX(760)741-9890
Mr. Marc Davis March 14 2008
Costa Mesa Sanitary District Page 2
Management Responsibilities:
Management-is responsible for establishing and maintaining effective internal controls. 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, and that transactions are executed in accordance with management s authorizations
and recorded properly to permit the preparation of financial statements in accordance with accounting
principles generally accepted in the United States of America. You are also responsible for all
management decisions and functions; for designating an individual with suitable skill, knowledge, or
experience to oversee our financial statement preparation services and any other nonattest services we
provide; and for evaluating the adequacy and results of those services and accepting responsibility for
them.
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. 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 the aggregate, to the financial statements taken as a whole.
You are responsible for establishing and maintaining internal controls, including monitoring ongoing
activities; for the selection and application of accounting principles; and for the fair presentation in the
financial statements of the District, the respective changes in financial position and cash flows, in
conformity with accounting principles generally accepted in the United States of America.
ou are responsible for the design and implementation of programs and controls to prevent and detect
fraud, and for informing us about all known or suspected fraud affecting the government involving
(a) management, (b) employees who have significant roles in internal control, and (c) others where the
fraud could have a material effect on the financial statements. You are also responsible for informing
us of your knowledge of any allegations of fraud or suspected fraud affecting the government received
in communications from employees, former employees, regulators, or others. In addition, you are
responsible for identifying and ensuring that the District complies with applicable laws and
regulations.
With regard to the electronic dissemination of audited financial statements, including financial
statements published electronically on your website, you understand that electronic sites are a means to
distribute information and, therefore, we are not required to read the information contained in these
sites or to consider the consistency of other information in the electronic site with the original
document.
Mr Marc Davis March 14 2008
Costa Mesa Sanitary District Page 3
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 from errors, fraudulent financial reporting, misappropriation of assets, or violations of laws or
governmental regulations that are attributable to the District or to acts by management or employees
acting on behalf of the District. 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 material misstatements may exist and not be detected by us. In addition, an audit is not designed
to detect immaterial misstatements, or violations of laws or governmental regulations that do not have
a direct and material effect on the financial statements. However, we will inform you of any material
errors that come to our attention, and we will inform you of any fraudulent financial reporting or
misappropriation of assets that come to our attention. We will also inform you of any violations of
laws or governmental regulations 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 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.
Audit Procedures Internal Control:
In planning and performing our audits, 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 District s financial statements.
An audit is not designed to provide assurance on internal control or to identify deficiencies in internal
control. However, during the audit, we will communicate to management and those charged with
governance internal control related matters that are required to be communicated under professional
standards.
Mr Marc Davis March 14, 2008
Costa Mesa Sanitary District Page 4
Audit Procedures Compliance:
Identifying and ensuring that the District complies with laws, regulations, contracts, and agreements is
the responsibility of management. As part of obtaining reasonable assurance about whether the
financial statements are free of material misstatement, we will perform tests of the District'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.
Audit Administration, Fees and Other-
Noted below is a listing of work required by District staff to assist in the audit.
1 Preparation of trial balances for all funds, after posting of all year end journal entries.
2. Preparation of schedules supporting all major balance sheet accounts, and selected revenue and
expenditure accounts.
3 Typing of all confirmation requests.
4 Pulling and refiling of all supporting documents required for audit verification.
5 Preparation of the Management's Discussion and Analysis.
Our maximum fee for these services for the year ending June 30, 2008 will be 59,820
The maximum annual fee stipulated herein contemplates that conditions satisfactory to the normal
progress and completion of the examination will be encountered and the District accounting personnel
will furnish the agreed upon assistance in connection with the audit. However, if unusual
circumstances are encountered which make it necessary for us to do additional work, we shall report
such conditions to the responsible District officials and provide the District with an estimate of the
additional accounting fees involved. You may terminate our services or we may withdraw from this
engagement at any time. Any disputes arising under this agreement shall be mediated under the rules
of the American Arbitration Association.
The workpapers for this engagement are the property of Diehl, Evans and Company LLP and
constitute confidential information. However, we may be requested to make certain workpapers
available to grantor agencies pursuant to authority given to it by law or regulation. If requested, access
to such workpapers will be provided under the supervision of our personnel. Furthermore, upon
request, we may provide photocopies of selected workpapers to the grantor agencies. The grantor
agencies may intend, or decide, to distribute the photocopies or information contained therein to
others, including other governmental agencies.
Mr Marc Davis March 14, 2008
Costa Mesa Sanitary District Page 5
Audit Administration, Fees and Other (Continued):
In accordance with our firm s current record retention policy all of your original records will be
returned to you at the conclusion of this engagement. Our accounting workpaper files will be kept for
a period of seven years after the issuance of the audit report. All other files will be kept for as long as
you retain us as your accountants. However, upon termination of our service, all records will be
destroyed after a period of seven years. Physical deterioration or catastrophic events may further
shorten the life of these records. The working papers and files of our firm are not a substitute for your
original records.
We appreciate the opportunity to be of service to the Costa Mesa Sanitary District and believe this
letter accurately summarizes the significant terms of our engagement. If you have 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,
DIEHL, EVANS & COMPANY LLP
By PA-t4.2_,
Nitin P Patel CPA
Engagement Partner
RESPONSE.
This letter correctly sets forth the understanding
of the Costa Mesa Sanitary District.
By RAJ' .
Title Arthur Perry
Date March 27 2008