HomeMy WebLinkAboutMaze & Associates (7)MAZE
& ASSOCIATES
March 21, 2023
Peter Pirnej ad, Town Manager
Town of Los Altos Hills
26379 Fremont Road
Los Altos Hills, CA 94022
Dear Peter:
We are pleased to confirm our understanding of the services we are to provide for the Town of Los Altos Hills for
the year ended June 30, 2023.
Audit Scope and Objectives
The services we have been engaged to provide are outlined below, but we are also available to provide additional
services at your request:
1. Audit of the Annual Comprehensive Financial Report and Management Letter.
2. Agreed Upon Procedures applied to the Town Gann Limit and issuance of our reports thereon.
3. Preparation of the Town's Annual Report of Financial Transactions (Controller's Report) for the
Town and issuance of the compilation report. (See Compilation Attachment for Our
Responsibilities and Your Responsibilities related to the compilation report.)
Accounting standards generally accepted in the United States of America (GAAP) provide for certain required
supplementary information (RSI), such as management's discussion and analysis, to supplement the Town's basic
financial statements. Such information, although not a part of the basic financial statements, is required by the
Governmental Accounting Standards :Board who considers it to be an essential part of financial reporting for
placing the basic financial statements in an appropriate operational, economic, or historical context. As part of
our engagement, we will apply certain limited. procedures to the Town's RSI in accordance with auditing standards
generally accepted in the United States of America (GRAS). These limited procedures will consist of inquiries
of management regarding the methods of preparing the information and comparing the information for consistency
with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained
during our audit of the basic financial statements. We will not express an opinion or provide any assurance on
the information because the limited procedures do not provide us with sufficient evidence to express an opinion
or provide any assurance.
If the Town's financial statements are accompanied by supplementary information other than RSI, we will subject
the supplementary information to the auditing procedures applied in our audit of the financial statements and
certain additional procedures, including comparing and reconciling such information directly to the underlying
accounting and other records used to prepare the financial statements or to the financial statements themselves,
and other additional procedures in accordance with GAAS, and we will provide an opinion on it in relation to the
financial statements as a whole, in a report combined with our auditor's report on the financial statements.
T 925.930.0902
Accountancy Corporation F 925.930.0135
3478 Buskirk Avenue, Suite 215 E maze@mazeassociates.com
Pleasant Hill, CA 94523 w mazeassociates.com
In connection with our audit of the basic financial statements, we will read the other information accompanying
the financial statements and consider whether a material inconsistency exists between the other information and
the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on
the work performed, we conclude that an uncorrected material misstatement of the other information exists, we
are required to describe it in our report.
The objectives of our audit are to obtain reasonable assurance as to whether the financial statements as a whole are
free from material misstatement, whether due to fraud or error; issue an auditor's report that includes our opinion
about whether your financial statements are fairly presented, in all material respects, in conformity with generally
accepted accounting principles (GAAP); and report on the fairness of the accompanying supplementary information
when considered in relation to the financial statements as a whole. Reasonable assurance is a high level of assurance,
but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS will
always detect a material misstatement when it exists. Misstatements, including omissions, can arise from fraud or
error and are considered material if there is a substantial likelihood that, individually or in the aggregate, they would
influence the judgment of a reasonable user made based on the financial statements.
Auditor's Responsibilities for the Audit of the Financial Statements
We will conduct our audit in accordance with GAAS and will include tests of the accounting records and other
procedures we consider necessary to enable us to express such opinions. As part of an audit in accordance with
GAAS, we exercise professional judgment and maintain professional skepticism throughout an audit.
We will evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting
estimates made by management. We will also evaluate the overall presentation of the financial statements,
including the disclosures, and determine whether the financial statements represent the underlying transactions
and events in a manner that achieves fair presentation. We will plan and perform the audit to obtain reasonable
assurance about whether the financial statements are free of material misstatement, whether from (1) errors, (2)
fraudulent financial reporting, (3) misappropriation of assets, or (4) violations of laws or governmental regulations
that are attributable to the Town or to acts by management or employees acting on behalf of the Town.
Because of the inherent limitations of an audit, combined with the inherent limitations of internal control, and
because we wi I I not perform a detailed examination of all transactions, there is an unavoidable risk that some material
misstatements may not be detected by us, even though the audit is properly planned and performed in accordance
with GAAS. 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 wilt
inform the appropriate level of management of any material errors, fraudulent financial reporting, or
misappropriation of assets that comes to our attention. We will also inform the appropriate level of management 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 any later periods for
which we are not engaged as auditors.
We will also conclude, based on the audit evidence obtained, whether there are conditions or events, considered in
the aggregate, that raise substantial doubt about the government's ability to continue as a going concern for a
reasonable period of time.
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 cash, investments and certain other
assets and liabilities by correspondence with selected customers, creditors and financial institutions. We will also
request written representations from your attorneys as part of the engagement, and they may bill the Town for
responding to this inquiry.
We may from time to time, and depending on the circumstances, use third -party service providers in serving your
account. We may share confidential information about you with these service providers, but remain committed to
maintaining the confidentiality and security of your information. Accordingly, we maintain internal policies,
procedures, and safeguards to protect the confidentiality of your personal information. In addition, we will secure
confidentiality agreements with all service providers to maintain the confidentiality of your information and we will
take reasonable precautions to determine that they have appropriate procedures in place to prevent the unauthorized
release of your confidential information to others. In the event that we are unable to secure an appropriate
confidentiality agreement, you will be asked to provide your consent prior to the sharing of your confidential
information with the third -party service provider. Furthermore, we will remain responsible for the work provided
by any such third -party service providers.
Audit Procedures - Internal Control
We will obtain an understanding of the Town and its environment, including internal control relevant to the audit,
sufficient to identify and assess the risks of material misstatement of the financial statements, whether due to error
or fraud, and to design and perform audit procedures responsive to those risks and obtain evidence that is sufficient
and appropriate to provide a basis for our opinions. The risk of not detecting a material misstatement resulting from
fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions,
misrepresentation, or the override of internal control. An audit is not designed to provide assurance on internal.
control or to identify deficiencies in internal control. Accordingly, we will express no such opinion. However,
during the audit, we will communicate to management and the Council internal control related matters that are
required to be communicated under AICPA professional standards. .
Audit Procedures - Compliance
As part of obtaining reasonable assurance about whether the financial statements are free of material misstatement,
we will perform tests of the Town's compliance with provisions of applicable laws, regulations, 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.
Agreed -Upon Procedures
The Town agrees to the procedures related to the Appropriations Limit Worksheet (Worksheet) for the year ended
June 30, 2023, as suggested by the League of California Cities and presented in their Article XIIIB Appropriations
Limitation Uniform Guidelines, and will acknowledge that the procedures to be performed are appropriate for the
intended purpose of the engagement, which is to assist you in meeting the requirements of Section 1.5 of Article
XIIIB of the California Constitution. Our engagement to apply agreed-upon procedures to the Worksheet will be
conducted in accordance with attestation standards established by the American Institute of Certified Public
Accountants. Those standards require that we obtain your written agreement to the procedures to be applied and
your acknowledgement that those procedures are appropriate for the intended purpose of the engagement. The
agreement and acknowledgement are contained within this letter. A refusal to provide such agreement and
acknowledgement will result in our withdrawal from the engagement. We make no representation that the
procedures we will perform are appropriate for the intended purpose of the engagement or for any other purpose.
Because the procedures requested do not constitute an examination or review, we will not express an opinion or
conclusion on the Worksheet. In addition, we have no obligation to perform any procedures beyond those to which
You agree.
We will issue a written report upon completion of our engagement that lists the procedures performed and our
findings. Our report will be addressed to the Council of the Town. If we encounter restrictions in performing our
procedures, we will discuss the matter with you. If we determine the restrictions are appropriate we will disclose the
restrictions in our report. Our report will contain a paragraph indicating that had we performed additional
procedures, other matters might have come to our attention that would have been reported to you.
There may exist circumstances that, in our professional judgement, will require we withdraw from the
engagement. Such circumstances include the following:
• You refuse to provide written agreement to the procedures and acknowledge that they are appropriate for
the intended purpose of the engagement.
• You fail to provide requested written representations, or we conclude that there is sufficient doubt about
the competence, integrity, ethical values or diligence of those providing the written representations, or we
conclude that the written representations provided are otherwise not reliable.
• We determine that the description of the procedures performed or the corresponding findings are
misleading in the circumstances of the engagement.
• We determine that restrictions on the performance of procedures are not appropriate.
An agreed-upon procedures engagement is not designed to detect instances of fraud or noncompliance with laws
or regulations; however, should any such matters come to our attention, we will communicate them in accordance
with professional standards and applicable law. In addition, if, in connection with this engagement, matters come
to our attention that contradict that the Worksheet is in accordance with Article XIIIB of the California
Constitution, we will communicate such matters to you.
You agree to the procedures to be performed and acknowledge that they are appropriate for the intended purpose
of the engagement.
You are responsible for the Worksheet and that it is in accordance with Article XIIIB of the California
Constitution. In addition, you are responsible for providing us with (1) access to all information of which you are
aware that is relevant to the performance of the agreed-upon procedures on the subject matter, (2) additional
information that we may request for the purpose of performing the agreed-upon procedures, and (3) unrestricted
access to persons within the entity from whom we determine it necessary to obtain evidence relating to performing
those procedures.
At the conclusion of our engagement, we will require certain written representations in the form of a representation
letter from management that, among other things, will confirm management's responsibility for the presentation of
the Worksheet in accordance with Article XIIIB of the California Constitution.
Other Services
We will also assist in preparing the financial statements and related notes in conformity with GAAP based on
information provided by you.
We will perform the services in accordance with applicable professional standards. The other services are limited
to the financial statement services previously defined. We, in our sole professional judgment, reserve the right to
refuse to perform any procedures or take any action that could be construed as assuming management
responsibilities.
Responsibilities of Management for the Financial Statements
Our audit will be conducted on the basis that you acknowledge and understand your responsibility for designing,
implementing, and maintaining internal controls relevant to the preparation and fair presentation of financial
statements that are free from material misstatement, whether due to fraud or error, including monitoring ongoing
activities; for the selection and application of accounting principles; and for the preparation and fair presentation of
the financial statements in conformity with GAAP.
Management is responsible for making drafts of financial statements, all financial records and related information
available to us and for the accuracy and completeness of that information (including information from outside of the
general and. subsidiary ledgers). We understand that the Town will provide us with the Closing Checklist information
required for our audit and that the Town is responsible for the accuracy and completeness of that information.
Management is also responsible for providing us with (1) access to all information of which you are aware that is
relevant to the preparation and fair presentation of the financial statements, such as records, documentation,
identification of all related parties and all related -party relationships and transactions, and other matters, (2)
additional information that we may request for the purpose of the audit; and (3) unrestricted access to persons
within the government from whom we determine it necessary to obtain audit evidence. At the conclusion of our
audit, we will require certain written representations from management about the financial statements and related
matters.
Management's responsibilities include adjusting the financial statements to correct material misstatements and
confirming to us in the management 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 of each opinion unit taken as a whole.
Management is 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 Town involving (1) management, (2)
employees who have significant roles in internal control, and (3) others where the fraud could have a material effect
on the financial statements. Management's responsibilities include informing us of its knowledge of any allegations
of fraud or suspected fraud affecting the Town received in communications from employees, former employees,
regulators, or others. In addition, management is responsible for identifying and ensuring that the Town complies
with applicable laws and regulations.
With regard to including the auditor's report in an. exempt offering document, you agree that the aforementioned
auditor's report, or reference to Maze & Associates, will not be included in any such offering document without our
prior permission or consent. Any agreement to perform work in connection with an exempt offering document,
including an agreement to provide permission or consent will be a separate engagement. With regard to an exempt
offering document with which Maze & Associates is not involved, you agree to clearly indicate in the exempt
offering document that Maze & Associates is not involved with the contents of such offering document.
Management is responsible for the preparation of the supplementary information in conformity with GAAP.
Management agrees to include our report on the supplementary information in any document that contains and
indicates that we have reported on the supplementary information. Management also agrees to include the audited
financial statements with any presentation of the supplementary information that includes our report thereon.
Management's responsibilities include acknowledging to us in the representation letter that: (1) management is
responsible for presentation of supplementary information in accordance with GAAP; (2) that management
believes the supplementary information, including its form and content, is fairly presented in accordance with
GAAP; (3) that the methods of measurement or presentation have not changed from those used in the prior period
(or, if they have changed, the reasons for such changes); and (4) management has disclosed to us any significant
assumptions or interpretations underlying the measurement or presentation of the supplementary information.
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.
Management agrees to assume all management responsibilities for financial statement preparation services and any
other nonattest services we provide; oversee the services by designating an individual, preferably from senior
management with suitable skill, knowledge, or experience; evaluate the adequacy and results of the services; and
accept responsibility for them.
In connection with this engagement, we may communicate with you or others via email transmission. As emails can
be intercepted and read, disclosed, or otherwise communicated by an unintended third party, or may not be delivered
to each of the parties to whom they are directed and only to such parties, we cannot guarantee or warrant that emails
from us will be properly delivered and read only by the addressee. Therefore, we specifically disclaim and waive
any liability or responsibility whatsoever for interception or unintentional disclosure of emails transmitted by us in
connection with the performance of this engagement. In that regard, you agree that we shall have no liability for any
loss or damage to any person or entity resulting from the use of email transmissions, including any consequential,
incidental, direct, indirect or special damages, such as loss of revenues or anticipated profits, or disclosure or
communication of confidential or proprietary information.
Engagement Administration, Fees, and Other
The audit documentation for this engagement is our property and constitutes confidential information. However,
subject to applicable laws and regulations, audit documentation and appropriate individuals will be made available
upon request and in a timely manner to a federal agency providing direct or indirect funding, or the U.S. Government
Accountabil ity Office for purposes of a quality review of the audit, to resolve audit findings, or to cavy out oversight
responsibilities. We will notify you of any such request. If requested, access to such audit documentation will be
provided under the supervision of Maze & Associates personnel. Furthermore, upon request, we may provide copies
of selected audit documentation to the aforementioned parties. These parties may intend, or decide, to distribute the
copies or information contained therein to others, including other governmental agencies. We will retain audit
documentation for this engagement for seven years after the report release date pursuant to state regulations.
We expect to begin our audit in March 2023 and to issue our reports no later than November 30, 2023. Vikki
Rodriguez is the engagement partner and is responsible for supervising the engagement and signing the report or
authorizing another individual to sign it.
To ensure that Maze & Associates' independence is not impaired under the AICPA Code of Professional Conduct,
you agree to inform the engagement partner before entering into any substantive employment discussions with any
of our personnel.
Our fees for these services are billed based on our contract with the Town. 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 work, progresses and are payable on presentation. In accordance with
our firm policies, work may be suspended if the Town's account becomes thirty days or more overdue and may not
be resumed until the Town's account is paid in full. If we elect to terminate our services for nonpayment, our
engagement will be deemed to have been completed upon written notification of termination, even if we have not
completed our report(s). You will be obligated to compensate us for all time expended and to reimburse us for all
out-of-pocket costs through the date of termination.
These fees are based on anticipated cooperation from Town personnel, the completion of schedules and data
requested on our Checklists by Town personnel, preparation of audit confirmations we request by Town personnel,
location of any documents selected by us for testing, and the assumption that there will be no unexpected increases
in work scope, such as new debt issues, etc., or delays which are beyond our control, as discussed on the Fees
Attachment to this letter. If significant additional time is necessary, we will discuss it with Town management and
arrive at anew fee before we incur any additional costs.
We understand you will provide us with basic workspace sufficient to accommodate the audit team assigned to your
audit. We understand the basic workspace will be equipped with a telephone and direct Internet access, preferably
a temporary network, outside of your network, a public IP address and a wired connection. We understand you will
also provide us with access to a fax machine and read only access to your general ledger system.
You may request that we perform additional services not addressed in this engagement letter. If this occurs, we will
communicate with you regarding the scope of the additional services and the estimated fees. We also may issue a
separate engagement letter covering the additional services. In the absence of any other written communication from
us documenting such additional services, our services will continue to be governed by the terms of this engagement
letter.
Our most recent peer review report accompanies this letter.
Reporting
We will issue a written report upon completion of our audit of the Town's financial statements, which, if the financial
statements include information other than RSI and supplemental information, will also address other information in
accordance with AU -C 720, The Auditor's Responsibilities Relating to Other Information Included in Annual
Reports. Our reports will be addressed to the Town Council. Circumstances may arise in which our report may
differ from its expected form and content based on the results of our audit. Depending on the nature of these
circumstances, it may be necessary for us to modify our opinions, add a separate section, or add an emphasis -of -
matter or other -matter paragraph to our auditor's report, or if necessary, withdraw from this engagement. If our
opinions are other than unmodified, we will discuss the reasons with Town management in advance. If, for any
reason, we are unable to complete the audit or are unable to form or have not formed opinions, we may decline to
express opinions or may withdraw from this engagement.
We appreciate the opportunity to be of service to the Town 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 the entire copy to us.
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Maze & Associates
RESPONSE:
This lett con ly set forth the understanding of the Town.
By:
Title: Peter Pirnejad, City Manager
Date: March 24, 2023
Town of Los Altos Hills Engagement Letter
Fees Attachment
June 30, 2023
Our fees for the work described in the attached engagement letter will be as follows, unless they are adjusted for
one or more of the items below.
Item
Fee
Annual Comprehensive Financial Report $45,725
Gann Limit Agreed Upon Procedures 743
Preparation of the Annual Report of Financial Transactions 1,273
Total $47,741
2023 Fees — Our fees are based on our extension letter dated November 20, 2020.
Please note that we anticipate there may be an audit scope increase required for the implementation of GASB #96,
Subscription -Based Information Technology Arrangements (SBITAs), which will include the cost of expanded
audit scope and testing related to implementation and assistance with preparation of related footnote disclosures.
Once we receive an inventory of SBITAs from Finance, we will estimate the additional fees and provide an
addendum to this engagement letter.
PDF Copies of Reports — print to PDF copies of the above reports are provided at no charge. These report copies
are high quality, but do not include any bookmarks or hyperlinks and the file sizes may be large, depending on
the length of the report. If you would like a higher quality PDF file with bookmarks and hyperlinks in the table
of contents, we have listed three options below. Please contact us for more information on the specifics of these
options. Please contact us if you would like us to prepare one of the following three options for your Annual
Comprehensive Financial Report, or if you'd like a quote for the preparation of a file for another type of report. In
addition, should you decide on one of the following options, please let us know at least a week in advance.
1. WEB PDF Annual Comprehensive Financial Report - $810
2. CAMERA READY PDF Annual Comprehensive Financial Report - $1,125
3. INDIVIDUAL PDF Annual Comprehensive Financial Report PAGES - $215
Additional Services - The abovefees are for audit and assurance services described in the accompanying
engagement letter. They do not include fees for assisting with closing the books nor providing other accounting
services. Should the Town require assistance beyond audit services we will provide an estimate before proceeding.
Report Finalization - Our fee is based on our understanding that all information and materials necessary to finalize
all our reports will be provided to us before we complete our year-end fieldwork in your offices. In the case of
financial statements, this includes all the materials and information required to print the financial. statements. As in
the past, we will provide final drafts of all our reports before we leave your offices. We will schedule a Final Changes
Meeting with you for a date no more than two weeks after we complete our fieldwork. At that meeting, we will
finalize all reports for printing. After that date, report changes you make, and changes required because information
was not received timely, will be billed at our normal hourly rates.
Post -Closing Client Adjusting Entries - The first step in our year-end audit is the preparation of financial statement
drafts from your final closing trial balance. That means any entries you make after handing us your closing trial
balance must be handled as audit adjustments, or in extreme cases, by re -inputting the entire trial balance, even if
the amounts are immaterial. If you make such entries and the amounts are in fact immaterial, we will bill you for
the costs of the adjustments or re -input at our normal hourly rates.
Recurring Audit Adjustments - Each year we include the prior year's adjusting entries as new steps in our Closing
Checklist, so that you can incorporate these entries in your closing. If we are required to continue to make these
same adjustments as part of this year's audit, we will bill for this service at our normal hourly rates.
Annual Comprehensive Financial Report Printing - As a convenience, we can send your Annual Comprehensive
Financial Report to a printer we use locally. We do not charge for delivering camera-ready print masters to any
printer of your choice and delivering the Annual Comprehensive Financial Reports or BFS to you. However, we
will bill you for any additional time spent on the Annual Comprehensive Financial Report printing at our normal
hourly rates. This includes changes after the report goes to the printer, obtaining, reviewing and / or delivering
printer's proofs, etc.
We can also help with Annual Comprehensive Financial Report design, including covers, tabs, dividers, color
choices, bindings, organization charts, maps, etc. We will estimate these costs for you before proceeding.
Grant Programs Requiring Separate Audit - Grant programs requiring separate audits represent a significant
increase in work scope, and fees for these audits vary based on the grant requirements. If you wish us to determine
and identify which programs are subject to audit, we will bill you for that time at our normal hourly rates.
Changes in Town Personnel - Our experience is that changes and /or reductions in Finance Department staff can
have a pronounced impact on costs of performing the audit. If such changes occur, we will meet with you to assess
their impact and arrive at a new fee before we begin the next phase of our work. However, we reserve the right to
revisit this subject at the conclusion of the audit, based on your actual performance and our actual costs.
Town of Los Altos Hills Engagement Letter
Compilation Attachment
June 30, 2023
The services we have been engaged to provide are outlined below.
• Prepare and Electronically File the following Reports for the Town:
o Annual Report of Financial Transactions for the Town
We will prepare and electronically file the Annual Financial Transactions Report(s) for the year ended June 30,
2023 in accordance with the requirements of Government Code Section 53891 and the California State Controller's
Office's Cities or Special. Districts, as applicable, Financial Transactions Report Instructions dated 10/2021 and
perform a compilation engagement with respect to the Financial Transactions Report. We will also prepare and
electronically file the Annual Street Report in accordance with the requirements of California Streets and Highways
Code Section 2151 and the California State Controller's Office's Cities Annual Street Report Instructions dated
08/2019 and perform a compilation engagement with respect to the Annual Street Report. Town staff will provide
us with a detailed trial balance and any supporting general ledger reports or schedules required to prepare the
Report(s).
The supplementary information accompanying the Report(s), including the U.S. Bureau of the Census Survey and
any others required. by the California State Controller's Office, will be presented for purposes of additional
analysis. Such supplementary information is the responsibility of management and will not be subject to our
compilation engagement.
Our Responsibilities
The objective of our engagement is to-
t . prepare the Report(s) in accordance with the format prescribed by the California State Controller's Office
based on information provided by you and is not intended to be a presentation in accordance with
accounting principles generally accepted in the United States of America, and
2. apply accounting and financial reporting expertise to assist you in the presentation ofthe Report(s) without
undertaking to obtain or provide any assurance that there are no material modifications that should be
made to the Report(s) in order for them to be in accordance with the format prescribed by the California
State Controller's Office.
We will conduct our compilation engagement in accordance with Statements on Standards for Accounting and
Review Services (SSARS) promulgated by the Accounting and Review Services Committee of the AICPA and
comply with applicable professional standards, including the AICPA's Code of Professional Conduct, and its
ethical principles of integrity, objectivity, professional competence, and due care, when performing the
preparation and electronic filing of the Report(s), and performing the compilation engagement.
We are not required to, and will not, verify the accuracy or completeness of the information you will provide to
us for the engagement or otherwise gather evidence for the purpose of expressing an opinion or a conclusion.
Accordingly, we will not express an opinion, a conclusion, nor provide any assurance on the Report(s).
Our engagement cannot be relied upon to identify or disclose any Report misstatements, including those caused
by fraud or error, or to identify or disclose any wrongdoing within the entity or noncompliance with laws and
regulations.
We, in our sole professional judgment, reserve the right to refuse to perform any procedure or take any action that
could be construed as assuming management responsibilities since taking such action would impair our
independence.
Your Responsibilities
The engagement to be performed is conducted on the basis that you acknowledge and understand that our role is
to prepare the Report(s) in accordance with the format prescribed by the California State Controller's Office and
assist you in the presentation of the Report(s) in accordance with the format prescribed by the California State
Controller's Office. You have the following overall responsibilities that are fundamental to our undertaking the
engagement in accordance with SSARS;
1. The selection of the format prescribed by the California State Controller's Office as the financial reporting
framework to be applied in the preparation of the Report(s).
2. The preparation and fair presentation of the Report(s) in accordance with the format prescribed by the
California State Controller's Office.
3. The design, implementation, and maintenance of internal control relevant to the preparation and fair
presentation of the Report(s) that are free from material misstatement, whether due to fraud or error.
4. The prevention and detection of fraud.
5. To ensure that the Town complies with the laws and regulations applicable to its activities.
6. The accuracy and completeness of the records, documents, explanations, and other information, including
significant judgments, you provide to us for the engagement.
7. To provide us with -
a. access to all information of which you are aware that is relevant to the fair presentation of the
Report(s), such as records, documentation, and other matters.
b. additional information that we may request from you for the purpose of the compilation
engagement.
c. unrestricted access to persons within the entity of whom we determine it necessary to make
inquiries.
You are also responsible for all management decisions and responsibilities and for designating an individual with
suitable skills, knowledge, and experience to oversee our preparation and electronic filing of your Report(s). You
are responsible for evaluating the adequacy and results of the services performed and accepting responsibility for
such services.
Our Report
As part of our engagement, we will issue a report that will state that we did not audit or review the Reports) and
that, accordingly, we do not express an opinion, a conclusion, or provide any assurance on it(them). There may
be circumstances in which the Report(s) differ from the expected form and content. If, for any reason, we are
unable to complete the compilation of your Report(s), we will not issue a report on such Report(s) as a result of
this engagement.
Our report will disclose that the Report(s) are presented in a prescribed form in accordance with the requirements
of the California State Controller's Office and are not intended to be a presentation in accordance with accounting
principles generally accepted in the United States of America.
You agree to include our accountant's compilation report in any document containing the Report(s) that indicates
we have performed a compilation engagement on such Report(s) and, prior to inclusion of the report, to obtain
our permission to do so.
Grace Zhang is the engagement partner and is responsible for supervising the compilation portion of the engagement
and signing the report or authorizing another individual to sign it.
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PA CPA]
www.CoughlanNapaCPACo.com
Conipany@Couglil,atiNopaCPACo.com
Report on the Firm's System of Quality Control
February 9, 2021
To Maze & Associates Accountancy Corporation and the Peer Review
Committee of the California Society of CPAs
We have reviewed the system of quality control for the accounting and auditing
practice of Maze & Associates Accountancy Corporation (the firm) in effect for the
year ended May 31, 2020. Our peer review was conducted in accordance with the
Standards for Performing and Reporting on Peer Reviews established by the Peer
Review Board of the American Institute of Certified Public Accountants (Standards).
A summary of the nature, objectives, scope, limitations of, and the procedures
performed in a System Review as described in the Standards may be found at
www.aicI2a.2MLp[aqMMM. The summary also includes an explanation -of how
engagements identified as not performed or reported in conformity with applicable
professional standards, if any, are evaluated by a peer reviewer to determine a peer
review rating.
Firm's Responsibility
The firm is responsible for designing a system of quality control and complying with it
to provide the firm with reasonable assurance of performing and reporting in conformity
with applicable professional standards in all material respects. The firm is also
responsible for evaluating actions to promptly remediate engagements deemed as not
performed or reported in conformity with professional standards, when appropriate,
and for remediating weaknesses in its system of quality control if any.
Peer Reviewer's Responsibility
Our responsibility is to express an opinion on the design of the system of quality control
and the firm's compliance therewith based on. our review.
190 Camino Oruga, Suite I * Napa, CA 94558 - telephone: 707,255,0677 * fox: 707 .255k687
Member: American Institute of CPAs * California, Hawaii, & Oregon Societies of CPAs
Required Selections and Considerations
Engagements selected forreview included engagements performed under Government
Auditing Standards, including compliance audits under the Single Audit Act.
As a part of our peer review, we considered reviews by regulatory entities as
communicated by the firm, if applicable, in determining the nature and extent of our
procedures.
Opinion
In our opinion, the system of quality control for the accounting and auditing practice
of Maze & Associates Accountancy Corporation in effect for the year ended May 31,
2020, has been suitably designed and complied with to provide the firm with
reasonable assurance of performing and reporting in conformity with applicable
professional standards in all material respects. Firms can receive a rating of pass,
pass with deficiency(ies) or fail. Maze & Associates Accountancy Corporation has
received a peer review rating of pass.
Coughlan Napa CPA Company, Inc.