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20-162 Crowe for Audit Services - City of Cupertino - Signed GANN AUP 2020Crowe LLP Independent Member Crowe Global 650 Town Center Drive, Suite 740 Costa Mesa, CA 92626-7192 Tel 714-668-1234 Fax 714-668-1235 www.crowe.com August 6, 2020 To the Honorable Mayor and City Council City of Cupertino, California 10300 Torre Avenue Cupertino, California 95014-3202 Dear Ladies and Gentlemen: This letter confirms the arrangements for Crowe LLP (“Crowe” or “us” or “we” or “our”) to provide the professional services discussed in this letter to City of Cupertino, California (“the City”, “you”, “your” or “Client”). The agreement for auditing services dated May 13, 2020 between the City and Crowe (the “Agreement”), is an integral part of this letter, and such terms are incorporated herein. Crowe will apply agreed upon procedures, as discussed in Appendix A, solely to assist you with respect to the Appropriations Limit Worksheet (“Worksheet”) of Client. PROFESSIONAL SERVICES Our Responsibilities The agreed‑upon procedures will be performed in accordance with attestation standards established by the American Institute of Certified Public Accountants. In addition, these procedures were suggested by the League of California Cities and presented in their Article XIlIB Appropriations Limitation Uniform Guidelines and are intended to assist you in meeting the requirements of Section 1.5 of Article XIIIB of the California Constitution. The sufficiency of these procedures is solely the responsibility of the Honorable Mayor and City Council of the City. We have no obligation to perform any procedures beyond those agreed to by you and have been acknowledged to be appropriate for your purposes. If we were to perform additional procedures, other matters might come to our attention that would be reported to you. It is understood that we will prepare a report reflecting our findings of the procedures for use by you. We make no representations as to the adequacy of these procedures for your purpose. If you decide that additional procedures are needed, we will discuss those with you. It is customary for us to document such revisions by an addendum to this letter. If you wish to add specified users of the report, we will require that you provide, at the conclusion of the engagement, written representation that you have obtained the specified users’ agreement to the procedures and acknowledgement that the procedures performed are appropriate for their purposes. The agreed‑upon procedures do not contemplate obtaining the understanding of internal control or assessing control risk, tests of accounting records and responses to inquiries by obtaining corroborating evidential matter, and certain other procedures ordinarily performed during an examination. Thus, this engagement does not provide assurance that we will become aware of significant matters that would be disclosed in an examination. Client agrees not to rely on our engagement to disclose errors, fraud or illegal acts that may exist. However, we will inform you of any significant errors that may come to our attention. Our engagement will not enable us to address legal or regulatory matters or abuses of DocuSign Envelope ID: 008E701D-30D1-4ABF-8447-849CFFADE7FDDocuSign Envelope ID: 0C19B58F-9DBA-4E90-B7A1-CA086CC727B5 City of Cupertino, California 2 August 6, 2020 management discretion, which matters should be discussed by you with your legal counsel. You are also responsible for the accuracy and completeness of the information provided to Crowe for purposes of this engagement and for timely updating such information. Because of the importance of such information to our engagement, you agree to waive any claim against Crowe and its personnel for any liability and costs relating to or arising from any inaccuracy or incompleteness of information provided to us for purposes of this engagement. Our procedures and work product are intended for the benefit and use of you. This engagement will not be planned or conducted in contemplation of reliance by any other party or with respect to any specific transaction and is not intended to benefit or influence any other party. Therefore, items of possible interest to a third party may not be specifically addressed or matters may exist that could be assessed differently by a third party. The working papers for this engagement are the property of Crowe and constitute confidential information. If, for any reason, we are unable to complete the agreed-upon procedures, we will not issue a report as a result of this engagement. Client’s Responsibilities The agreed upon procedures are listed in Attachment A. You agree to the procedures included in Attachment A and acknowledge that the procedures are appropriate for the intended purpose of the engagement. You agree to provide a written representation letter at the conclusion of the engagement. Because of the importance of the written representations to this engagement, you agree to release Crowe and its personnel from any liability and costs relating to our services under this letter attributable to any misrepresentations by you, the engaging party. The Client is responsible for providing to us, on a timely basis, all information of which you are aware that is relevant to this agreed-upon procedures engagement. The Client is also responsible for providing such other additional information we may request for the purpose of this engagement, and unrestricted access to persons within the Client from whom we determine it necessary to perform the agreed-upon procedures. Other Matters Although the actual language of our report may change as a result of our procedures, we presently expect our independent accountant’s report on the agreed-upon procedures to read as follows: We have performed the procedures enumerated below which were agreed to by the Honorable Mayor and City Council of the City of Cupertino, California (the “City”) on the Appropriations Limit Worksheet (Worksheet), related to the City’s compliance with Section 1.5 of Article XIIIB of the California Constitution during the period ending June 30, 2020. Management is responsible for compliance with Section 1.5 of Article XIIIB of the California Constitution. The sufficiency of these procedures is solely the responsibility of the City. Consequently, we make no representation regarding the sufficiency of the procedures described below either for the purpose for which this report has been requested or for any other purpose. Refer to Appendix A. We were engaged by the City to perform this agreed-upon procedures engagement and conducted our engagement in accordance with attestation standards established by the American Institute of Certified Public Accountants. We were not engaged to and did not conduct an examination or review engagement, the objective of which would be the expression of an opinion or conclusion, respectively, on compliance with Section 1.5 of Article XIIIB of the California DocuSign Envelope ID: 008E701D-30D1-4ABF-8447-849CFFADE7FDDocuSign Envelope ID: 0C19B58F-9DBA-4E90-B7A1-CA086CC727B5 City of Cupertino, California 3 August 6, 2020 Constitution. Accordingly, we do not express such an opinion or conclusion. Had we performed additional procedures, other matters might have come to our attention that would have been reported to you. This report is intended solely for the information and use of the Honorable Mayor and the City Council and is not intended to be, and should not be, used by anyone other than these specified parties. FEES Fees for this engagement and related terms are included in the Agreement. MISCELLANEOUS For purposes of this Miscellaneous section, the Acceptance section below, and all of the Crowe Engagement Terms, “Client” will mean the entity(ies) defined in the first paragraph of this letter and will also include all related parents, subsidiaries, and affiliates of Client who may receive or claim reliance upon any Crowe deliverable. Crowe will provide the services to Client under this Agreement as an independent contractor and not as Client’s partner, agent, employee, or joint venturer under this Agreement. Neither Crowe nor Client will have any right, power or authority to bind the other party. This engagement letter agreement (the “Agreement”) reflects the entire agreement between the parties relating to the services (or any reports, deliverables or other work product) covered by this Agreement. The engagement letter and any attachments (including without limitation the attached Crowe Engagement Terms) are to be construed as a single document, with the provisions of each section applicable throughout. This Agreement may not be amended or varied except by a written document signed by each party. It replaces and supersedes any other proposals, correspondence, agreements and understandings, whether written or oral, relating to the services covered by this letter, and each party agrees that in entering this Agreement, it has not relied on any oral or written representations, statements or other information not contained in or incorporated into this Agreement. Any non-disclosure or other confidentiality agreement is replaced and superseded by this Agreement. Each party shall remain obligated to the other party under all provisions of this Agreement that expressly or by their nature extend beyond and survive the expiration or termination of this Agreement. If any provision (in whole or in part) of this Agreement is found unenforceable or invalid, this will not affect the remainder of the provision or any other provisions in this Agreement, all of which will continue in effect as if the stricken portion had not been included. This Agreement may be executed in two or more actual, scanned, emailed, or electronically copied counterparts, each and all of which together are one and the same instrument. Accurate transmitted copies (transmitted copies are reproduced documents that are sent via mail, delivery, scanning, email, photocopy, facsimile or other process) of the executed Agreement or signature pages only (whether handwritten or electronic signature), will be considered and accepted by each party as documents equivalent to original documents and will be deemed valid, binding and enforceable by and against all parties. This Agreement must be construed, governed, and interpreted under the laws of the State of Illinois, without regard for choice of law principles. ***** We are pleased to have this opportunity to serve you, and we look forward to a continuing relationship. If the terms of this letter and the attached Crowe Engagement Terms are acceptable to you, please sign below and return one copy of this letter at your earliest convenience. Please contact us with any questions or concerns. (Signature Page Follows) DocuSign Envelope ID: 008E701D-30D1-4ABF-8447-849CFFADE7FDDocuSign Envelope ID: 0C19B58F-9DBA-4E90-B7A1-CA086CC727B5 City of Cupertino, California 4 August 6, 2020 DocuSign Envelope ID: 008E701D-30D1-4ABF-8447-849CFFADE7FDDocuSign Envelope ID: 0C19B58F-9DBA-4E90-B7A1-CA086CC727B5 City of Cupertino, California 5 August 6, 2020 ACCEPTANCE I have reviewed the arrangements outlined above and in the attached “Crowe Engagement Terms,” and I accept on behalf of the Client the terms and conditions as stated. By signing below, I represent and warrant that I am authorized by Client to accept the terms and conditions as stated. IN WITNESS WHEREOF, Client and Crowe have duly executed this engagement letter effective the date first written above. Crowe LLP and the Engagement Authorized Signer below are licensed or otherwise authorized by the California Board of Accountancy. City of Cupertino, California Crowe LLP ICLM_ExtSignature:1 Signature ICLM_IntSignature:1 Signature Ext1Text47176|Client Signatory Name|ICM-NO-ATTRIBUTE|0|0|0 Printed Name Int1Text19916|Crowe Signatory Name|ICM-NO-ATTRIBUTE|0|0|0 Printed Name Ext1Text12890|Client Signatory Title|ICM-NO-ATTRIBUTE|0|0|0 Title Int1Text89294|Crowe Signatory Title|ICM-NO-ATTRIBUTE|0|0|0 Title ExtDate1 Date IntDate1 Date CITY COUNCIL APPROVAL: The City Council has reviewed the services and Crowe Engagement Terms described in this letter and evaluated the services pursuant to the Client’s policies. After considering all relevant factors, the City Council hereby approves hiring Crowe to provide the services described above. Authorized Representative of the City Council: ICLM_ExtSignature:2 Signature Ext2Text17347|External Signatory Name|ICM-NO-ATTRIBUTE|0|0|0|ICM-NO-ATTRIBUTE|0|0|0 Printed Name Ext2Text98237|External Signatory Title|ICM-NO-ATTRIBUTE|0|0|0|ICM-NO-ATTRIBUTE|0|0|0 Title ExtDate2 Date DocuSign Envelope ID: 008E701D-30D1-4ABF-8447-849CFFADE7FD Katherine V. Lai August 10, 2020 Partner Kristina Alfaro Director of Administrative Services August 10, 2020 DocuSign Envelope ID: 0C19B58F-9DBA-4E90-B7A1-CA086CC727B5 City Manager Deborah Feng August 13, 2020 City of Cupertino, California 6 August 6, 2020 APPENDIX A The procedures to be performed are as follows: 1.We will obtain the Worksheet provided by the City and determine that the 2019-2020 Limit and annual adjustment factors were adopted by Resolution of the Honorable Mayor and City Council. We will also determine whether the population and inflation options were selected by a recorded vote of the Honorable Mayor and City Council. 2.We will recalculate the 2019-2020 Appropriations Limit by multiplying the 2018-2019 Appropriations Limit by the adjustment factors. 3.For the Worksheet, we will agree the Per Capita Income, County and City Population Factors to California State Department of Finance Worksheets. DocuSign Envelope ID: 008E701D-30D1-4ABF-8447-849CFFADE7FDDocuSign Envelope ID: 0C19B58F-9DBA-4E90-B7A1-CA086CC727B5