2007 08-21 CCP - Laserfiche WebLink

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The Proposer shall submit an original and five copies of the completed proposal to Bill Short, Gem Lake City Clerk White Bear Township 1281 Hammond Road White Bear MN 55110 VII. TECHNICAL PROPOSAL A. General Requirements The purpose of the Technical Proposal is to demonstrate the qualifications, competence and capacity of the firms seeking to undertake an independent audit of the City of Gem Lake in conformity with the requirements of this request for proposal. The Technical Proposal should demonstrate the qualifications of the firm and of the particular staff to be assigned to this engagement. It should also specify an audit approach that will meet the request for proposal requirements. The Technical Proposal should be prepared simply and economically, providing a straightforward, concise description of the proposer's capabilities to satisfy the requirements of the request for proposal. While additional data may be presented, the following subjects, Item Nos. B through G must be included. They represent the criteria against which the proposal will be evaluated. B. Independence The firm should provide an affirmative statement that it is independent of the City of Gem Lake as defined by generally accepted auditing standards of the US General Accounting Office's Auditing Standards (1994). The firm should also list and describe the firm's professional relationships involving the City of Gem Lake or any of its agencies for the past five years, together with a statement explaining why such relationships do not constitute a conflict of interest relative to performing the proposed audit. In addition, the firm shall give the City of Gem Lake written notice of any relevant professional relationships entered into during the period of this agreement. C. License to Practice in Minnesota An affirmative statement should be included that the firm and all assigned key professional staff are properly licensed to practice in Minnesota. D. Firm Qualifications and Experience The proposer should state the size of the firm, the size of the firm's governmental audit staff, the location of the office from which the work on the engagement is to be performed and the number and nature of the professional staff to be employed in this engagement on a full-time basis and the number and nature of the staff to be so employed on a part-time basis. The firm shall also provide information on the results of any federal or state desk reviews of its audits during the past three years. In addition, the firm shall provide information on the circumstances and status of any disciplinary action taken or pending against the firm during the past three years with state regulatory bodies or professional organizations. E. Partner, Supervisory and Staff Qualifications and Experience Identify the principal supervisory and management staff, including engagement partner, managers, other supervisors and specialists, who would be assigned to the engagement. Indicate whether each such person is licensed to practice as a certified public accountant in Minnesota. Provide information on the government auditing experience of each person. 7