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File #: 16-287    Version: 1 Name:
Type: Resolution Status: Passed
File created: 5/31/2017 Departments: CONTROLLER
On agenda: 6/27/2017 Final action: 6/27/2017
Title: Adopt a resolution authorizing an agreement with Rodney Craig Goodman Jr., CPA for the provision of financial reporting training services for the term of June 27, 2017 through June 30, 2018 in an amount not to exceed $150,000.
Attachments: 1. 20170627_att_Attachment A, 2. 20170627_r_RodneyCraigGoodmanJrCPA, 3. 20170627_a _RodneyCraigGoodmanJrCPA
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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Special Notice / Hearing: None__
Vote Required: Majority

To: Honorable Board of Supervisors
From: Juan Raigoza, Controller
Subject: Agreement with Rodney Craig Goodman, CPA

RECOMMENDATION:
title
Adopt a resolution authorizing an agreement with Rodney Craig Goodman Jr., CPA for the provision of financial reporting training services for the term of June 27, 2017 through June 30, 2018 in an amount not to exceed $150,000.
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BACKGROUND:
Each year, the County is responsible for preparing and publishing the Comprehensive Annual Financial Report (CAFR). This financial report includes financial activities of several blended and discreetly presented component units of the County such as the San Mateo County Joint Powers Financing Authority, San Mateo County Housing Authority, In-Home Supportive Services Public Authority, and numerous special districts, including County Services Areas (CSAs), sewer and sanitation, flood control, lighting, and other districts.
Preparation of these financial reports requires highly technical knowledge of government accounting standards and familiarity with the County's general operations and its specific accounting practices. Due to the complexity of these financial reports, and the need to train newly hired General Accounting division staff to perform the County's financial reporting activities effectively and efficiently, it is in the best interest of the County to obtain specialized technical financial reporting training services.

DISCUSSION:
A Request for Proposal (RFP) was issued to seek proposals for accounting and financial reporting training services in May 2017. Two proposals were received in response to the RFP (RFP matrix is attached to the Board transmittal as Attachment A). After reviewing the proposals and considering Rodney Craig Goodman JR., CPA's (Contractor) extensive experience in preparing financial reports for other California counties and training their staff, the County will be best served...

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