Purchase Order Auditor in United States San Francisco –Free Word Template Download with AI
Meridian Financial Group, Inc.
1200 Market Street, Suite 2400, United States San Francisco, CA 94102
Phone: (415) 555-0187 | Email: [email protected]
California Corporation No. C4829173 | EIN: 94-2837461
Vendor / Service Provider Information| Field | Details |
|---|---|
| Company Name: | Golden Gate Audit & Advisory Partners LLP |
| Address: | 555 California Street, Floor 18, United States San Francisco, CA 94104 |
| Primary Contact: | Dr. Eleanor V. Whitfield, CPA, CFE – Lead Auditor |
| Phone: | (415) 555-0342 |
| Email: | [email protected] |
| License No.: | California Board of Accountancy Firm License #18472 |
| NAICS Code: | 541211 – Offices of Certified Public Accountants |
This Purchase Order authorizes the engagement of Golden Gate Audit & Advisory Partners LLP to serve as the independent Auditor for Meridian Financial Group, Inc. for the fiscal year ending December 31, 2025. The Auditor shall perform a comprehensive financial statement audit in accordance with Generally Accepted Auditing Standards (GAAS) as established by the Public Company Accounting Oversight Board (PCAOB) and in compliance with all applicable regulations of the California Board of Accountancy and the Financial Industry Regulatory Authority (FINRA). The engagement is specifically scoped for operations conducted within the United States San Francisco metropolitan area, including all branch offices, data centers, and satellite locations registered under the City and County of San Francisco.
Line Items and Cost Breakdown| Item # | Description of Service | Unit | Qty | Unit Price (USD) | Extended Price (USD) |
|---|---|---|---|---|---|
| 1 | Annual Financial Statement Audit – Balance Sheet, Income Statement, Cash Flow, and Statement of Equity for FY 2025 | Project | 1 | $85,000.00 | $85,000.00 |
| 2 | Internal Controls Assessment and SOX 404 Compliance Review for United States San Francisco operations | Project | 1 | $42,500.00 | $42,500.00 |
| 3 | Forensic Audit – Transaction Testing and Fraud Risk Assessment (Q3 2025) | Project | 1 | $38,000.00 | $38,000.00 |
| 4 | Monthly Interim Review and Advisory Consultation (Auditor on-site in San Francisco) | Month | 6 | $4,200.00 | $25,200.00 |
| 5 | Regulatory Filing Support – California Department of Financial Protection and Innovation (DFPI) Annual Report | Project | 1 | $12,800.00 | $12,800.00 |
| 6 | IT General Controls Audit – Data Center Infrastructure at 1200 Market Street, San Francisco | Project | 1 | $28,500.00 | $28,500.00 |
| Subtotal | $232,000.00 | ||||
| California Sales & Use Tax (Exempt – Professional Services) | $0.00 | ||||
| TOTAL PURCHASE ORDER VALUE | $232,000.00 | ||||
1. Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the State of California, with venue exclusively in the Superior Court of California, County of San Francisco. All disputes arising from this Purchase Order shall be resolved in the United States San Francisco judicial district.
2. Auditor Independence: The Auditor shall maintain full independence and objectivity as required by the AICPA Code of Professional Conduct and PCAOB Rule 3526. The Auditor shall disclose any conflicts of interest in writing prior to commencing fieldwork. No non-audit services that would impair independence shall be performed under this Purchase Order without prior written approval from Meridian Financial Group's Audit Committee.
3. Delivery and Reporting: The Auditor shall deliver the final audit opinion letter, management letter, and all supporting workpapers to the designated office at 1200 Market Street, United States San Francisco, no later than September 30, 2025. Interim progress reports shall be submitted bi-weekly via secure electronic transmission to the Controller's office.
4. Payment Schedule: Payment shall be made in accordance with the Net 30 terms specified above. An initial retainer of twenty-five percent (25%) of the total Purchase Order value, amounting to $58,000.00, shall be due upon execution of this document. The remaining balance shall be invoiced in two equal installments: fifty percent (50%) upon completion of fieldwork and fifty percent (50%) upon delivery of the final audit report.
5. Confidentiality and Data Protection: The Auditor acknowledges that all financial records, client data, and proprietary information accessed during the audit engagement are subject to strict confidentiality. In accordance with California Civil Code Section 1798.82 and applicable federal regulations, the Auditor shall implement appropriate safeguards for all data processed within the United States San Francisco office premises and any remote access systems.
6. Insurance and Liability: The Auditor shall maintain professional liability (Errors & Omissions) insurance with a minimum coverage of $5,000,000 per occurrence and $10,000,000 aggregate. A certificate of insurance naming Meridian Financial Group, Inc. as an additional insured shall be provided prior to the commencement of services.
7. Termination: Either party may terminate this Purchase Order with thirty (30) days written notice. In the event of termination, the Auditor shall be compensated for all services rendered up to the termination date, and all workpapers and data shall be returned to Meridian Financial Group within ten (10) business days.
8. San Francisco Municipal Compliance: The Auditor acknowledges that all on-site work performed within the City and County of San Francisco shall comply with local business licensing requirements, including but not limited to the San Francisco Business License and any applicable permits from the San Francisco Department of Building Inspection.
NOTE: This Purchase Order is issued in accordance with Meridian Financial Group's internal procurement policy (Policy FIN-PROC-2024-003) and has been reviewed and approved by the Office of the Chief Financial Officer. The engagement of the Auditor under this Purchase Order is subject to ratification by the Board of Directors at the next scheduled quarterly meeting in United States San Francisco. Authorization and SignaturesFor Meridian Financial Group, Inc. (Buyer):
James R. CallowayChief Financial Officer
Date: ______________________
For Golden Gate Audit & Advisory Partners LLP (Auditor / Vendor):
Dr. Eleanor V. Whitfield, CPA, CFEManaging Partner & Lead Auditor
Date: ______________________ ⬇️ Download as DOCX Edit online as DOCX
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