HomeMy WebLinkAboutResolution - 2008-R0307 - Agreement For An Audit Of Annual Financial Statements - BKD, LLC - 08_28_2008Resolution No. 2008-RO307
August 28, 2008
Item No. 5.2
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock is hereby authorized and directed to
execute . for and on behalf of the City of Lubbock an Agreement for an audit of annual
financial statements by and between the City of Lubbock and BKD, LLC, of Little Rock,
Arkansas, which Agreement and any associated documents are attached hereto as Exhibit
A and made a part hereof for all intents and purposes. In addition thereto, the City
Manager or a designated representative may execute engagement letters or other
associated documents as required during the term of the Agreement.
Passed by the City Council this 28th day of August , 2008.
<- -OWAX-
TOM MARTIN, MAYOR
ATTEST:
Rebe ca Garza, City Secretary
APPROVED AS TO CONTENT:
Andy urcham, Chief Financial Officer
APPROVED AS TO FORM:
Don VanM-er, Assistant'City
D Dres/ B K Dau d i tCo n 08 Res
August 15, 2008
Resolution No. 2008-RO307
CONTRACT
This professional services contract is executed this day of 1008 by and
between the City of Lubbock, Texas, herein after called "the City", and BKD, LLP.
WHEREAS, the City desires to have an independent audit performed; and
WHEREAS, BKD, LLP, has submitted a proposal to provide such professional
services.
WITNESSETH: IN CONSIDERATION of mutual promises of the parties
contained here in and other good and valuable consideration, the parties agree as follows:
1. BKD, LLP shall provide the City with the necessary professional services to audit all
funds including those which are covered under the provisions of the Single Audit Act.
2. The term of the contract shall run from the date of execution and shall automatically
renew each year, subject to budget approval by the governing body of the City, for such
terms as are required to perform the contracted professional auditing services for the
fiscal year ending September 30, 2008.
3. The professional accounting services shall be provided in accordance with the terms
and conditions set forth in the Proposal to Provide Services, attached hereto. The
Proposal to Provide Services is hereby incorporated by reference into this Contract as if
set forth word for word in its entirety.
4. BKD, LLP shall be compensated for services rendered under this contract in
accordance with the terms and conditions set forth in the Proposal to Provide Services.
No work shall be performed beyond the present scope of this contract without express
prior approval by the governing body of the City.
5. The City or BKD, LLP shall have the right to terminate the contract upon 30 days
written notice.
6. In the event of a conflict between any terms and conditions of this contract and the
Exhibit, the terms and conditions of the Exhibit shall take precedence.
7. Neither party may assign any of its rights or delegate any of its obligations under this
agreement, without the express written consent of the other.
8. It is agreed that the failure of any party to invoke any of the available remedies under
this agreement or under law in the event of one or more breaches or defaults by any party
under the agreement shall not be construed as a waiver of such provisions and conditions
and shall not prevent the parties from invoking such remedies in the event of any future
breach or default.
9. Each paragraph of this agreement is severable from all other paragraphs. In the event
any court of competent jurisdiction determines that any paragraph or subparagraph is
invalid or unenforceable for any reason, all remaining paragraphs and subparagraphs
shall remain in full force and effect.
10. This agreement shall be interpreted according to and enforced under the laws of the
State of Texas.
11. This agreement contains the entire agreement of both parties hereto, and no other oral
or written agreement shall be binding on the parties hereto. This agreement supersedes all
prior agreements, contracts and understandings of any kind between the parties relating to
the subject matter hereof. This agreement may be executed in one or more counterparts,
each of which shall be deemed an original, but all of which together shall constitute one
and the same instrument.
IN WITNESS WHERE OF, the parties hereto have executed this professional services
contract on or as of the date first written above.
BKD, LLP:
b�, LLP
BY:
TITLE: _PoyANe-(
DDcon/BKDauditO8Con
CITY OF LUBBOCK:
TOM MARTIN, MAYOR
ATTEST:
Rebe a Garza, City Secretary
APPROVED AS TO CONTENT:
Andy 6urcham, Chief Financial Officer
APPROVED AS O FORM:
Don Vandiver, ssistant it Atto ey
"EXHIBIT An
qB Resolution No. 2008-RO307
oup
July 21, 2008
Members of City Council
Honorable Tom Martin, Mayor
Ms. Lee Ann Dumbauld, City Manager
Mr. Andy Burcham, Chief Financial Officer
City of Lubbock, Texas
P.O. Box 2000
Lubbock, Texas 79457
We are pleased to confirm the arrangements of our engagement and the nature of the services we
will provide to the City of Lubbock, Texas.
ENGAGEMENT OBJECTIVES
We will audit the basic financial statements of City of Lubbock, Texas as of and for the year
ended September 30, 2008 in accordance with auditing standards generally accepted in the
United States of America, the standards applicable to financial audits contained in Government
Auditing Standards issued by the Comptroller General of the United States and U.S. Office of
Management and Budget (OMB) Circular A-133, Audits of States, Local Governments and
Nonprofit Organizations.
The objectives of our audit are:
✓ Expression of an opinion on the conformity of your financial statements, in all material
respects, with accounting principles generally accepted in the United States of America.
✓ Issuance of a report on your compliance based on the audit of your financial statements.
✓ Issuance of a report on your internal control over financial reporting based on the audit of your
financial statements.
✓ Expression of an opinion on your compliance, in all material respects, with the types of
compliance requirements described in the U. S. Office of Management and Budget Circular A-
133 Compliance Supplement that are applicable to each of your major federal award programs.
✓ Issuance of a report on your internal control over compliance based on the audit of your
compliance with the types of compliance requirements that are applicable to each of your major
federal award programs.
400 W. Capitol Avenue, Suite 2500
200 E. 11 th Avenue
5000 Rogers Avenue, Suite 700
P.O. Box 3667
P.O. Box 8306
tY�:
Fort Smith, AR 72903-2079
Little Rock, AR 72203-3667
Pine Bluff, AR71611.8306
Praxi
479.452.1040 Fax 479.452.5542
501.372.1040 Fax 501.372.1250
870.534.9172 Fax 870.534.2146
MEMBER • '
bkd.com
Beyond Your Numbers
ALLIANCEGLOBAL
INDEPENDENTFIRMS
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Members of City Council
Honorable Tom Martin, Mayor
Ms. Lee Ann Dumbauld, City Manager
Mr. Andy Burcham, Chief Financial Officer
City of Lubbock, Texas
✓ Issuance of a report on your schedule of expenditures of federal awards.
OUR RESPONSIBILITIES
Auditing standards generally accepted in the United States of America, Government Auditing
Standards and OMB Circular A-133 require that we plan and perform:
✓ The audit of the financial statements to obtain reasonable rather than absolute assurance about
whether the financial statements are free of material misstatement, whether caused by error or
fraud.
✓ The audit of compliance with the types of compliance requirements described in the OMB
Circular A-133 Compliance Supplement applicable to each major federal award program to
obtain reasonable rather than absolute assurance about whether noncompliance having a direct
and material effect on a major federal award program occurred.
Accordingly, a material misstatement or noncompliance having a direct and material effect may
remain undetected.
Our audit of the financial statements is designed to detect misstatements and noncompliance that, in
our judgment, could have a material effect on the financial statements taken as a whole.
Consequently, our audit will not necessarily detect errors or fraud resulting in an immaterial
misstatement of the financial statements.
Likewise, our audit of compliance with the types of compliance requirements applicable to each
major federal award program is designed to detect noncompliance having a direct and material
effect on a major program. Consequently, our audit will not necessarily detect noncompliance
having an indirect and material or an immaterial effect on any program.
An audit also includes obtaining an understanding of the entity and its environment, including
internal controls, sufficient to assess the risks of material misstatement of the financial
statements and to design the nature, timing and extent of further audit procedures to be
performed. An audit is not designed to provide assurance on internal control over financial
reporting or on internal control over compliance or to identify material weaknesses or significant
deficiencies. However, we will communicate to you any matter that comes to our attention that
we consider a material weakness or significant deficiency. Because of the limits of internal
control, errors, fraud, illegal acts or instances of noncompliance may occur and not be detected.
Also, in the future, procedures could become inadequate because of changes in conditions or
deterioration in design or operation. Two or more people may also circumvent controls, or
management may override the system. We are available to perform additional procedures with
regard to fraud detection and prevention at your request, subject to completion of our normal
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Members of City Council
Honorable Tom Martin, Mayor
Ms. Lee Ann Dumbauld, City Manager
Mr. Andy Burcham, Chief Financial Officer
City of Lubbock, Texas
engagement acceptance procedures. The actual terms and fees of such an engagement would be
documented in a separate letter to be signed by you and BKD.
If, for any reason, we are unable to complete our audit of the financial statements or our audit of
compliance with the types of compliance requirements applicable to each major federal award
program or are unable to form or have not formed an opinion, we may decline to express an
opinion or decline to issue a report as a result of this engagement. If we discover conditions that
may prohibit us from issuing a standard report, we will notify you as well. In such
circumstances, further arrangements may be necessary to continue our engagement.
YOUR RESPONSIBILITIES
To facilitate our audit, management is responsible for making all financial records
documentation and other financial and compliance related information available to us. At the
conclusion of our engagement, management will provide to us a letter acknowledging certain
responsibilities outlined in this engagement letter and confirming:
• The availability of this information
• Certain representations made during the audits for all periods presented
• The effects of any uncorrected misstatements, if any, resulting from errors or fraud
aggregated by us during the current engagement and pertaining to the latest period
presented are immaterial, both individually and in the aggregate, to the financial
statements taken as a whole
Management is responsible for fair presentation of the financial statements in accordance with
accounting principles generally accepted in the United States of America, for adjusting the
financial statements to correct material misstatements and for identifying and ensuring
compliance with the laws, regulations, contracts and grants applicable to your activities including
your federal award programs. Management is also responsible for establishing and maintaining
effective internal control over financial reporting and compliance and setting the proper tone;
creating and maintaining a culture of honesty and high ethical standards; and establishing
appropriate controls to prevent, deter and detect fraud, illegal acts and instances of
noncompliance.
The results of our tests of compliance and internal control over financial reporting performed in
connection with our audit of the financial statements may not fully meet the reasonable needs of
report users. Management is responsible for obtaining audits, examinations, agreed -upon
procedures or other engagements that satisfy relevant legal, regulatory or contractual
requirements or fully meet other reasonable user needs.
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Members of City Council
Honorable Tom Martin, Mayor
Ms. Lee Ann Dumbauld, City Manager
Mr. Andy Burcham, Chief Financial Officer
City of Lubbock, Texas
OTHER SERVICES
We may perform other services for you that are not covered by this engagement letter. You
agree to assume full responsibility for the substantive outcomes of the services described above
and for any other services that we may provide, including any findings that may result. You may
also acknowledge that these services are adequate for your purposes and that you will establish
and monitor the performance of these services to ensure that they meet management's objectives.
Any and all decisions involving management functions related to these services will be made by
you, and you accept full responsibility for such decisions. We understand that you have
designated a management -level individual to be responsible and accountable for overseeing the
performance of these services, and that you have determined this individual is qualified to
conduct such oversight.
ENGAGEMENT FEES
Our fees will be based on time expended plus charges for travel, long-distance telephone, copies,
etc. and will be $205,500. We will issue progress billings during the course of our engagement
and our statements are due when received.
Our fees are based upon the understanding that your personnel will be available to assist us.
Assistance from your personnel is expected to include:
• Preparing audit schedules to support all significant balance sheet and certain other
accounts
• Responding to auditor inquiries
• Preparing confirmation and other letters
• Pulling selected invoices and other documents from files
• Helping to resolve any differences or exceptions noted
• Preparation of the comprehensive annual financial report
Our engagement fee does not include any time for post -engagement consultation with your
personnel or third parties, consent letters and related procedures for the use of our reports in
offering documents, inquiries from regulators or testimony or deposition regarding any
subpoena. Charges for such services will be billed separately.
The Auditing Standards Board of the American Institute of Certified Public Accountants, which
promulgates generally accepted auditing standards, has recently issued eight new standards
collectively known as the Risk Assessment Suite. The Risk Assessment Suite imposes new
requirements significantly expanding information to be gathered about the entity being audited,
its environment, risks it faces and how it controls those risks. The Suite also imposes new
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Members of City Council
Honorable Tom Martin, Mayor
Ms. Lee Ann Dumbauld, City Manager
Mr. Andy Burcham, Chief Financial Officer
City of Lubbock, Texas
requirements significantly enhancing the rigor and detail of the process of assessing and
developing responses to risks of material misstatement of the particular entity's financial
statements as well as documentation thereof.
Our fees may also increase if our duties or responsibilities are increased by rulemaking of any
regulatory body or any additional new accounting or auditing standards. We will consult with
you in the event any other regulations or standards are issued that may impact our fees.
If our invoices for this or any other engagement you may have with BKD are not paid within 30
days, we may suspend or terminate our services for this or any other engagement. In the event
our work is suspended or terminated as a result of nonpayment, you agree we will not be
responsible for any consequences to you.
OTHER ENGAGEMENT MATTERS AND LIMITATIONS
The workpapers and documentation retained in any form of media for this engagement are the
property of BKD. BKD will be required to make working papers available to the City upon
request and to respond to reasonable inquiries of successor auditors and to allow successor to
review working papers relating to matters of continuing audit significance. City also
acknowledges and grants assent that representatives of the cognizant or oversight agency or their
designee, other government staffs and the U.S. General Accounting Office shall have access to
the working papers upon their request; and that BKD shall maintain the working papers for a
period of at least three years after the date of the report, or for a longer period if BKD is
requested to do so by the cognizant or oversight agency. You agree that we have no legal
responsibility to you in the event we provide such documents or information.
During the course of BKD's engagement, BKD may accumulate records containing data, which
should be reflected in the City's books and records. City will determine that all such data, if
necessary, will be so reflected. Accordingly, City will not expect BKD to maintain copies of
such records in BKD's possession.
You agree to indemnify and hold harmless BKD and its personnel from any claims, liabilities,
costs and expenses relating to our services under this agreement attributable to false or
incomplete representations by management, except to the extent determined to have resulted
from the intentional or deliberate misconduct of BKD personnel.
You agree that any dispute regarding this engagement will, prior to resorting to litigation, be
submitted to mediation upon written request by either party. Both parties agree to try in good
faith to settle the dispute in mediation. The American Arbitration Association will administer
any such mediation in accordance with its Commercial Mediation Rules. The results of the
mediation proceeding shall be binding only if each of us agrees to be bound. We will share any
costs of mediation proceedings equally.
n
Members of City Council
Honorable Tom Martin, Mayor
Ms. Lee Ann Dumbauld, City Manager
Mr. Andy Burcham, Chief Financial Officer
City of Lubbock, Texas
No amendment, modification or alteration of the terms of this agreement shall be binding unless
such amendment, modification or alteration is in writing, dated subsequent to this agreement and
duly executed by BKD and the City.
If any provision of this agreement is declared invalid or unenforceable, no other provision of this
agreement is affected and all other provisions remain in full force and effect.
This engagement letter represents the entire agreement regarding the services described herein
and supersedes all prior negotiations, proposals, representations or agreements, written or oral,
regarding these services. It shall be binding on heirs, successors and assigns of you and BKD.
We may from time to time use third -party service providers in serving your account. We may
share confidential information about you with these service providers, but remain committed to
maintaining the confidentiality and security of your information. Accordingly, we maintain
internal policies, procedures and safeguards to protect the confidentiality of your information. In
addition, we will secure confidentiality agreements with all service providers to maintain the
confidentiality of your information. In the event that we are unable to secure an appropriate
confidentiality agreement, you will be asked to provide your consent prior to the sharing of your
confidential information with the third -party service provider.
You agree that we will, at our discretion or upon your request, deliver financial statements or
similar documents to you electronically via floppy disk, CD-ROM, e-mail or other mechanism.
You recognize and accept the risk involved, particularly in e-mail delivery as the Internet is not
necessarily a secure medium of communication as messages can be intercepted and read by those
determined to do so.
You agree you will not modify these documents for internal use or for distribution to third
- parties. You also understand that we may on occasion send you documents marked as draft and
understand that those are for your review purpose only, should not be distributed in any way and
should be destroyed as soon as possible.
If you intend to include these financial statements and our report in a bond or other similar
offering document at some future date, you agree to seek our permission to do so at that time.
You agree to provide reasonable notice to allow sufficient time for us to perform certain
additional procedures. Any time you intend to publish or otherwise reproduce these financial
statements and our report and make reference to our firm name in any manner in connection
therewith, you agree to provide us with printers' proofs or masters of the offering document for
our review and approval before printing or other reproduction. You will also provide us with a
copy of the final reproduced offering document for our approval before it is distributed. Our fees
for such services are in addition to those discussed elsewhere in this letter.
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Members of City Council
Honorable Tom Martin, Mayor
Ms. Lee Ann Dumbauld, City Manager
Mr. Andy Burcham, Chief Financial Officer
City of Lubbock, Texas
We understand that you will place these financial statements or our report thereon on an
electronic site, such as the World Wide Web. You recognize that we have no responsibility as
auditors to review information contained in electronic sites.
BKD is a registered limited liability partnership under Missouri law. Under applicable
professional standards, partners of BKD, ALP have the same responsibilities as do partners in a
general accounting and consulting partnership with respect to conformance by themselves and
other professionals in BKD with their professional and ethical obligations. However, unlike the
partners in a general partnership, the partners in a registered limited liability partnership do not
have individual civil liability, directly or indirectly, including by way of indemnification,
contribution, assessment or otherwise, for any debts, obligations or liabilities of or chargeable to
the registered limited liability partnership or each other, whether arising in tort, contract or
otherwise.
HIPAA BUSINESS ASSOCIATE AGREEMENT
We agree not to use or disclose Protected Health Information of your employees (hereinafter
referred to as "PHI") obtained or produced in any form of media during the course of our work,
other than for purposes of (a) performing our engagement, (b) management and administration of
BKD, or (c) carrying out legal responsibilities of BKD. We represent to you that we have
implemented what we consider to be appropriate administrative, physical, and technical
safeguards to protect the confidentiality, integrity, and availability of that PHI. With respect to
your PHI, we will report to you any material security incident or use or disclosure not authorized
by this agreement and, to the extent practical, assist you in mitigating any harmful effects caused
by material security incidents or unauthorized uses or disclosures of which we have knowledge.
We agree that any material violation of these confidentiality provisions entitles you to terminate
this engagement.
BKD agrees to:
Upon their request, make available to the Secretary of Health and Human Services our
internal practices and books and records relating to the use and disclosure of PHI for
purposes of determining you compliance with the Security and Privacy Rule, subject to
any applicable legal privileges.
2. To the extent we maintain information that is part of a Designated Record Set, make
available information necessary for you to make an accounting of disclosures of PHI
about an individual.
3. To the extent we maintain information that is part of a Designated Record Set, make
available information necessary for you to respond to requests by individuals for access
to PHI that is not in your possession but is considered part of a Designated Record Set.
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Members of City Council
Honorable Tom Martin, Mayor
Ms. Lee Ann Dumbauld, City Manager
Mr. Andy Burcham, Chief Financial Officer
City of Lubbock, Texas
4. Upon receipt of a written request from you, incorporate any amendments or corrections to
PHI contained in our workpapers in accordance with the Security and Privacy Rule to the
extent such PHI is considered part of a Designated Record Set.
For purposes of this agreement, the term "Security and Privacy Rule" refers to the final rules
published to implement the Administrative Simplifications provisions of the Health Insurance
Portability and Accountability Act of 1996, specifically 45 CFR Parts 160 and 164. The terms
"Protected Health Information" and "Designated Record Set" have the same meaning as defined
in the Security and Privacy Rule.
At the conclusion or termination of this engagement, any PHI retained by us will be subject to
the same safeguards as for active engagements.
We will obtain from any agents, including subcontractors, to whom we provide PHI received
from you, or created or received by us on behalf of you, an agreement to the same restrictions
and conditions that apply to us with respect to such PHI.
To the extent that any relevant provision of HIPAA is eliminated or held to be invalid by a court
of competent jurisdiction, the corresponding portion of this agreement shall be deemed of no
force and effect for any purpose. To the extent that any relevant provision of HIPAA is
materially amended in a manner that changes the obligations of business associates or covered
entities that are embodied in term(s) of this engagement to give effect to such revised
obligations. In addition, the terms of this engagement should be construed in light of any
interpretation and/or guidance on HIPAA issued by HHS from time to time
If the above arrangements are acceptable to you, please sign the enclosed copy of this letter and
return it to us.
BKD, LLP
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The services and arrangements described in this letter are in accordance with our understanding
and are acceptable to us.
CITY OF LUBBOCK, TEXAS
BY 1�7011
TITLE TOM MARTIN, MAYOR
DATE September 2, 2008
Clifto
Gunderson LLP
Certified Public Accountants & Consultants
September 7, 2005
To the Partners of
Resolution No. 2008-RO307
BKD LLP
and the Center for Public Company Audit Firms Peer Review Committee
We have reviewed the system of quality control for the accounting and auditing practice of BKD
LLP (the firm) applicable to non -SEC issuers in effect for the year ended May 31, 2005. The
firm's accounting and auditing practice applicable to SEC issuers was not reviewed by us since
the Public Company Accounting Oversight Board (PCAOB) is responsible for inspecting that
portion of the firm's accounting and auditing practice in accordance with PCAOB requirements.
A system of quality control encompasses the firm's organizational structure and the policies
adopted and procedures established to provide it with reasonable assurance of complying with
professional standards. The elements of quality control are described in the Statements on
Quality Control Standards issued by the American Institute of Certified Public Accountants (the
AICPA). The design of the system, and compliance with it, are the responsibilities of the firm.
Our responsibility is to express an opinion on the design of the system, and the firm's
compliance with that system based on our review.
Our review was conducted in accordance with standards established by the Peer Review
Committee of the Center for Public Company Audit Firms and included procedures to plan and
perform the review that are summarized in the attached description of the peer review process.
Our review would not necessarily disclose all weaknesses in the system of quality control or all
instances of lack of compliance with it since it was based on selective tests. Because there are
inherent limitations in the effectiveness of any system of quality control, departures from the
system may occur and not be detected. Also, projection of any evaluation of a system of quality
control to future periods is subject to the risk that the system of quality control may become
inadequate because of changes in conditions, or that the degree of compliance with the policies
or procedures may deteriorate.
In our opinion, the system of quality control for the accounting and auditing practice applicable
to the non -SEC issuers of BKD LLP in effect for the year ended May 31, 2005, has been
designed to meet the requirements of the quality control standards for an accounting and auditing
practice established by the AICPA, and was complied with during the year then ended to provide
the firm with reasonable assurance of complying with professional standards.
10001 Innovation Urine, Suite 201
Milwaulee, Wisconsin 53226
tel: 414.476.1880
fax:414.476.7286
www.cliftoncpa.com Utt.C-,� in 1 -, eta tc, ;litd %\,;ishingto ,. DC LUA.1itnternationa
Attachment to the Peer Review Report of BKD LLP
Description of the Peer Review Process
Overview
Firms enrolled in the AICPA Center for Public Company Audit Firms (the Center) Peer Review
Program have their system of quality control periodically reviewed by independent peers. These
reviews are system and compliance oriented with the objective of evaluating whether:
The reviewed firm's system of quality control for its accounting and auditing practice
applicable to non -SEC issuers has been designed to meet the requirements of the Quality
Control Standards established by the AICPA.
The reviewed firm's quality control policies and procedures applicable to non -SEC
issuers were being complied with to provide the firm with reasonable assurance of
complying with professional standards.
A peer review is based on selective tests and directed at assessing whether the design of and
compliance with the firm's system of quality control for its accounting and auditing practice
applicable to non -SEC issuers provides the firm with reasonable, not absolute, assurance of
complying with professional standards. Consequently a peer review on the firm's system of
quality control is not intended to, and does not, provide assurance with respect to any individual
engagement conducted by the firm or that none of the financial statements audited by the firm
should be restated.
The Center's Peer Review Committee (PRC) establishes and maintains peer review standards. At
regular meetings and through report evaluation task forces, the PRC considers each peer review,
evaluates the reviewer's competence and performance, and examines every report, letter of
comments, and accompanying response from the reviewed firm that states its corrective action
plan before the peer review is finalized. The Center's staff plays a key role in overseeing the
performance of peer reviews working closely with the peer review teams and the PRC.
Once the PRC accepts the peer review reports, letters of comments, and reviewed firms'
responses, they are maintained in a file available to the public. In some situations, the public file
also includes a signed undertaking by the firm agreeing to specific follow-up action requested by
the PRC.
Firms that perform audits or play a substantial role in the audit of one or more SEC issuers, as
defined by the Public Company Accounting Oversight Board (PCAOB), are required to be
registered with and have their accounting and auditing practice applicable to SEC issuers
inspected by the PCAOB. Therefore, we did not review the firm's accounting and auditing
practice applicable to SEC issuers.
Planning the Review for the Firm's Accounting and Auditing Practice Applicable to Non -
SEC Issuers
To plan the review of BKD LLP, we obtained an understanding of (1) the nature and extent of
the firm's accounting and auditing practice, and (2) the design of the firm's system of quality
control sufficient to assess the inherent and control risks implicit in its practice. Inherent risks
were assessed by obtaining an understanding of the firm's practice, such as the industries of its
clients and other factors of complexity in serving those clients, and the organization of the firm's
personnel into practice units. Control risks were assessed by obtaining an understanding of the
design of the firm's system of quality control, including its audit methodology, and monitoring
procedures. Assessing control risk is the process of evaluating the effectiveness of the reviewed
firm's system of quality control in preventing the performance of engagements that do not
comply with professional standards.
Performing the Review of the Firm's Accounting and Auditing Practice Applicable to Non -
SEC Issuers
Based on our assessment of the combined level of inherent and control risks, we identified
practice units and selected engagements within those units to test for compliance with the firm's
system of quality control. The engagements selected for review included engagements
performed under the Government Auditing Standards, audits performed under FDICIA, a multi -
office audit, and audits of Employee Benefit Plans. The engagements selected for review
represented a cross-section of the firm's accounting and auditing practice with emphasis on
higher -risk engagements. The engagement reviews included examining working paper files and
reports and interviewing engagement personnel.
The scope of the peer review also included examining selected administrative and personnel files
to determine compliance with the firm's policies and procedures for the elements of quality
control pertaining to independence, integrity, and objectivity; personnel management; and
acceptance and continuance of clients and engagements. Prior to concluding the review, we
reassessed the adequacy of scope and conducted a meeting with firm management to discuss our
findings and recommendations.