SCMTD February 2004 Board of Directors Agendas - Santa Cruz ...
SCMTD February 2004 Board of Directors Agendas - Santa Cruz ... SCMTD February 2004 Board of Directors Agendas - Santa Cruz ...
Santa Cruz Metropolitan Transit District PARTNER, SUPERVISORY AND STAFF QUALIFICATIONS AND EXPERIENCE The members of the audit team assigned to the engagement are: Steven R. Starbuck, CPA, Engagement Partner Burton H. Armstrong, CPA, Concurring Engagement Partner Thomas Young, CPA, Engagement Manager Connie Perez, CPA, Engagement Senior Michael Oliveras, Engagement Staff Adriana Belt, Engagement Staff Mr. Starbuck has over thirteen years of government and commercial audit experience. He participates in the standard setting process, being a past and current member of various state society committees’. He currently manages the firm’s transportation audits, which include Santa Cruz Metropolitan Transit District, San Joaquin Regional Transit District, Central Contra Costa Transit Authority, and Fresno County Council of Governments. Mr. Armstrong has over thirty years of governmental auditing experience. Among his current engagement responsibilities are audits of the North San Diego County Transit District, City of Santa Barbara, County of Kern, and Kern County Water District. Mr. Armstrong will be the concurring audit partner. As part of our quality control procedures, a concurring partner must review every engagement. Mr. Young has eight years of governmental auditing experience. Among his current audit responsibilities are the Santa Cruz Metropolitan Transit District, Fresno County Council of Governments, San Bernardino Employees Retirement Association, County of Tulare, and City of Bakersfield. Mr. Young will supervise the financial and compliance audit required under the Single Audit Act and OMB Circular No. 133. Ms. Belt has nearly three years of experience auditing governmental entities. Most recently she has assisted with the audits of Santa Cruz Metropolitan Transit District, Central Contra Costa Transit District and Council of Fresno County Governments. Mr. Olivares has been with the firm for two years and has assisted with the audits of Santa Cruz Metropolitan Transit District and numerous other governmental audits. PRIOR ENGAGEMENTS WITH THE SANTA CRUZ METROPOLITAN TRANSIT DISTRICT We have completed the District’s financial statement audits for the past three years. El BROWN ARMSTRONG BROWh’ Ut.8: 11,61#!111! ARMSTRONG Lilil.lii ACCOUNTANCY CORPORATlOK 7 Providing Accounting and Auditing Service for more than 29 yeai
Santa Cruz Metropolitan Transit District l!Ei!kt .;sxeti,i Eli! HES.?ik& 18cwt $4 r*AJ SIMILAR ENGAGEMENTS WITH OTHER GOVERNMENT ENTITIES The following schedule of references indicates the three most significant engagements that we have performed in the last five years and are similar to the engagement described in your request for proposal. Gloria Salazar (209) 948-5566 San Joaquin Regional Transit District Audit of annual financial report (2001- 2003) Jay Castro Central Contra Costa Transit Auditing Manager Authority (1995-2003) (925) 676-1976 Audit of annual financial report Les Beshears (559) 233-4148 Council of Fresno County Governments (200 l-2003) Audit of annual financial report BROWN ARMSTRONG ACCOUNTANCY CORPORATION 8 Providing Accounting and Auditing Service for more than 29 yea!
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- Page 168 and 169: Peter C. Brown, CPA Burton H. Armst
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- Page 176 and 177: Form990-EZ(2002) Santa Cruz Civic I
- Page 178 and 179: Schedule A (Form 990 or 990-W) 2002
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- Page 184 and 185: 2002 Federal Statements Client 7404
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- Page 222 and 223: Resume of Steven R. Starbuck, CPA ,
- Page 224 and 225: Resume of Thomas M. Young, CPA Audi
- Page 226 and 227: Resume of Adriana C. Belt Staff Acc
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- Page 232 and 233: Signed on _________________________
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<strong>Santa</strong> <strong>Cruz</strong> Metropolitan Transit District<br />
PARTNER, SUPERVISORY AND STAFF QUALIFICATIONS AND EXPERIENCE<br />
The members <strong>of</strong> the audit team assigned to the engagement are:<br />
Steven R. Starbuck, CPA, Engagement Partner<br />
Burton H. Armstrong, CPA, Concurring Engagement Partner<br />
Thomas Young, CPA, Engagement Manager<br />
Connie Perez, CPA, Engagement Senior<br />
Michael Oliveras, Engagement Staff<br />
Adriana Belt, Engagement Staff<br />
Mr. Starbuck has over thirteen years <strong>of</strong> government and commercial audit experience. He<br />
participates in the standard setting process, being a past and current member <strong>of</strong> various state<br />
society committees’. He currently manages the firm’s transportation audits, which include <strong>Santa</strong><br />
<strong>Cruz</strong> Metropolitan Transit District, San Joaquin Regional Transit District, Central Contra Costa<br />
Transit Authority, and Fresno County Council <strong>of</strong> Governments.<br />
Mr. Armstrong has over thirty years <strong>of</strong> governmental auditing experience. Among his current<br />
engagement responsibilities are audits <strong>of</strong> the North San Diego County Transit District, City <strong>of</strong><br />
<strong>Santa</strong> Barbara, County <strong>of</strong> Kern, and Kern County Water District. Mr. Armstrong will be the<br />
concurring audit partner. As part <strong>of</strong> our quality control procedures, a concurring partner must<br />
review every engagement.<br />
Mr. Young has eight years <strong>of</strong> governmental auditing experience. Among his current audit<br />
responsibilities are the <strong>Santa</strong> <strong>Cruz</strong> Metropolitan Transit District, Fresno County Council <strong>of</strong><br />
Governments, San Bernardino Employees Retirement Association, County <strong>of</strong> Tulare, and City <strong>of</strong><br />
Bakersfield. Mr. Young will supervise the financial and compliance audit required under the<br />
Single Audit Act and OMB Circular No. 133.<br />
Ms. Belt has nearly three years <strong>of</strong> experience auditing governmental entities. Most recently she<br />
has assisted with the audits <strong>of</strong> <strong>Santa</strong> <strong>Cruz</strong> Metropolitan Transit District, Central Contra Costa<br />
Transit District and Council <strong>of</strong> Fresno County Governments. Mr. Olivares has been with the firm<br />
for two years and has assisted with the audits <strong>of</strong> <strong>Santa</strong> <strong>Cruz</strong> Metropolitan Transit District and<br />
numerous other governmental audits.<br />
PRIOR ENGAGEMENTS WITH THE SANTA CRUZ METROPOLITAN TRANSIT<br />
DISTRICT<br />
We have completed the District’s financial statement audits for the past three years.<br />
El<br />
BROWN<br />
ARMSTRONG BROWh’<br />
Ut.8:<br />
11,61#!111!<br />
ARMSTRONG<br />
Lilil.lii ACCOUNTANCY CORPORATlOK 7<br />
Providing Accounting and Auditing Service<br />
for more than 29 yeai