PROFESSIONAL SERVICE AWARD ANALYSIS
SERVICE: Financial Auditing Services
SERVICE DESCRIPTION: Provide financial auditing services for all funds of the City’s reporting entity, Single Audit Report of the City’s federal grant programs, AB 2766 Audit relating to the City’s Air Quality Fund, and audit of the West Orange County Water Board (WOCWB), a fiduciary fund of the City of Huntington Beach.
VENDOR: Davis Farr LLP
OVERALL RANKING: 1
SUBJECT MATTER EXPERTS/RATERS: 1. Finance Manager – Accounting 2. Principal Finance Analyst – Accounting 3. Fire – Senior Management Analyst
I. MINIMUM QUALIFICATIONS REVIEW
Written Proposal Score: 1335
Davis Farr LLP – Minimum Qualifications Review
Criteria
Total Weighted
Score
Maximum
Score
Compliance with RFP 65 75
Technical Approach 325 375
Qualifications 350 375
Understanding/Methodology 280 300
Cost 195 225
References and Background 120 150
Total 1,335 1,500
II. DUE DILIGENCE REVIEW
Proposal Ranking: 1
Davis Farr LLP – Summary of Review
Leader in local government sector auditing throughout Southern California servicing approximately 60 local, state, and federal government entities.
Highly qualified: experience auditing governmental entities for over 30 years.
Serves on the Government Accounting and Audit Committee of the Cal CPA Society and are frequent speakers on technical topics at conferences and training events in California. Provides an annual Governmental Accounting Standards
Board (GASB) Technical Update for clients.
References from cities of Rancho Santa Margarita, Garden Grove, Newport Beach, Encinitas
– San Dieguito WD
Davis Farr LLP – Pricing
Pricing of $224,820 is competitive (second lowest of 3 proposals submitted)