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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC‐registered investment advisor.
CliftonLarsonAllen LLP
2875 Michelle Drive, Suite 300
Irvine, CA 92606
phone 714‐978‐1300 fax 714‐978‐7893
claconnect.com
June 5, 2024
Xenia Bradford
City of Santa Maria
206 E. Cook Street
Santa Maria, CA 93454
Dear Ms. Bradford:
In our proposal dated March 1, 2024, we expressed our dedication to completing the proposed engagement within a mutually agreeable timeframe for CLA and the City. However, we acknowledge that the City is still in the process of finalizing the audit for fiscal year June 30, 2023, and the timeline outlined in the proposal is no longer feasible. Therefore, we are suggesting a revised plan for fiscal year June 30, 2024. During our planning meeting, we will discuss this updated timeline with you in more detail and make any necessary adjustments.
Immediately after
Contract is approved
Pre‐interim work,
Review prior year workpapers
Request initial planning documents from the City
Immediately after
Contract is approved Initial planning meeting
August Interim audit work begins
November ‐ December Field audit work begins
January ‐ February Draft and final reports
Ongoing Planning and update meetings
Sincerely,
CliftonLarsonAllen LLP
Daphnie Munoz
Principal
714‐795‐5474
[email protected]
ATTACHMENT D