HomeMy WebLinkAboutJones, R. Emmett 2016-12-12R. EmmETT STONES
CERTIFIED PUBLIC ACCOUNTANT
CGMA
October 17, 2016
Mr. Sage Sangiacomo
City Manager
City of Ukiah
300 Seminary Avenue
Ukiah, California 95482
Dear Mr. Sangiacomo,
COU No. 1617-137
P.O. BOX 1839
UKIAH. CALIFORNIA 95462-1639
TELEPHONE (707) 462-1180
EMAIL cpa@pacific.net
This letter will confirm our understanding of the arrangements for the
Management Advisory Services (Engagement) that I will provide to the City of
Ukiah (City) for solid waste related issues, and for other topics for which you may
request these service from time -to -time. You have represented to me that you
have the authority, under the City procurement rules, to engage me and approve
the terms and conditions detailed below.
I will respond to your various business questions relating to the topics of this
Engagement, and provide you with my recommendations and comments based
upon my reading, study and assessment of issues presented to me. You, and
City Staff will make any necessary related underlying information available to me,
and City Staff will interact with me as needed during the Engagement, so that I
can make my recommendations and comments. I will respond to City Staff
questions and requests when directed to do so by you.
The recommendations that I make to you will be advisory. Final
recommendations to you or the City Council will be the responsibility of the City
Management and Staff. My advice will be informal and will be reported to you
verbally. No written summary will be prepared unless you specifically request one
in writing.
Because of the imprecise nature of estimates and projections, no estimated
amount or projection can be verified in advance. Nevertheless, it is understood
that estimates may be adopted by City Staff during the treatment of these
Engagement topics, and that Staff will base such estimates or projections upon
the best information currently available including but not limited to reasonable
extrapolation of historical data, and reasonable estimations or projections of
future events.
I can give no assurance as to the accuracy of estimated amounts, contingencies
and outcomes discussed during this engagement, which are not based in fact,
but rather conjecture. The City assumes all risk related to the use of these
estimated amounts, and the uncertainty of contingencies and outcomes.
Mr. Sage Sangiacomo
October 17, 2016
Page Two
In topics connected to law, I cannot offer advice, and you should of course
consult an Attorney skilled in the area under question. You recognize that my
recommendations must be supported by the opinion of an experienced legal
professional to be viable, and that you will seek such opinions to the extent you
feel necessary.
In topics connected to engineering I cannot offer advice, and you should of
course consult a licensed engineer skilled in the area under question. You
recognize that my recommendations must be supported by the opinion of trained
engineering professionals to be viable, and that you will seek such opinions to
the extent you feel necessary.
The City fully indemnifies me and holds me harmless in any claim, accusation,
complaint, hearing, adjudication or legal action that might arise related to the
services that I provide in this Engagement, and the City will pay all costs of my
defense in any and all such actions using an Attorney acceptable to me.
This Engagement is limited to my providing only Management Advisory Services
to the City relating to the topic described above. I am licensed by the California
Board of Accountancy, but this Engagement does not include any Compilation,
Review or Audit services. Accordingly, I will not issue any Compilation or Review
report, nor issue any Audit opinion, nor does this Engagement include the
preparation of any financial statements. In addition, no Federal, California or
other tax advice or return preparation, or regulatory or compliance services are
contemplated as being part of this Engagement.
During this Engagement, but only as you direct, in order for me to obtain
information, it may be necessary for me to contact or correspond with various
people and agencies which may include but are not limited to City Staff, legal
counsel, engineers and other professionals, elected officials, franchise holders,
banks, vendors, creditors as well as various government agencies, and others.
You authorize these contacts in the scope of these Management Advisory
Services. However, professionals, that I may contact or consult with, are not
authorized to charge the City for their time or services without the prior written
consent of the City Manager, or his designee.
All my communication seeking direction during this Engagement will be with you
as the representative of the City, or your designee. You will provide me with
information in the areas under discussion, and will give me direction as to the
City's priorities, so that I may efficiently provide these Management Advisory
Services.
R. EMMETT cJ0NES • CERTIFIED PUBLIC ACCOUNTANT
Mr. Sage Sangiacomo
October 17, 2016
Page Three
The City will be responsible for assigning the costs of my services to any specific
Fund, Program, Grant, or Department of the City.
Fees for the Engagement for solid waste related issues and, as noted above, for
other topics for which you may request these service from time -to -time will be
billed based upon the actual time that I spend in providing these services at my
normal hourly rate of one hundred and fifty ($150.00) dollars per hour, plus pre -
approved direct out of pocket expense. My travel time, if requested by the City,
will be charged at one third (1/3) of my normal hourly billing rate.
Amounts will be billed on a monthly basis as the work progresses, and are due
thirty (30) days after presentation.
As you know I have provided services to the City in the past. I look forward to
again providing services to the City in this Engagement.
If this letter correctly expresses your understanding in regard to the above-
mentioned Management Advisory Services, please indicate your acceptance by
signing, dating and returning the original to me. A copy is enclosed for your file.
If you have any questions, now or in the future, please call me
Yours very truly,
R. Emmett Jones
ACCEPTED: City of Ukiah
By: -.,I
Date:
iacomo, City Manager
R. EMMETT JONES • CERTIFIED PUBLIC ACCOUNTANT