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File #: 12121   
Type: Consent Status: Passed
File created: 5/9/2025 Department: Auditor-Controller/Treasurer/Tax Collector
On agenda: 5/20/2025 Final action: 5/20/2025
Subject: Amendment to Agreement with The Pun Group, LLP for the San Bernardino County Single Audit
Attachments: 1. CON-ATC-5-20-25-The Pun Group LLP, 2. Item #21 Executed BAI, 3. 23-539 A-1 Executed Contract
REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF SAN BERNARDINO COUNTY
AND RECORD OF ACTION

May 20, 2025

FROM
ENSEN MASON, Auditor-Controller/Treasurer/Tax Collector

SUBJECT
Title
Amendment to Agreement with The Pun Group, LLP for the San Bernardino County Single Audit
End

RECOMMENDATION(S)
Recommendation
Approve Amendment No. 1 to Agreement No. 23-539 with The Pun Group, LLP, to provide financial/single audits for San Bernardino County, and financial audits of Arrowhead Regional Medical Center, the Inland Empire Public Facilities Corporation, and the San Bernardino County Financing Authority, for 2022-23 through 2026-27, increasing the not-to-exceed amount by $169,645, from $1,334,188 to $1,503,833, with no change to the term of July 1, 2023 through June 30, 2028.
(Presenter: Ensen Mason, Auditor-Controller/Treasurer/Tax Collector, 382-7000)
Body

COUNTY AND CHIEF EXECUTIVE OFFICER GOALS & OBJECTIVES
Operate in a Fiscally-Responsible and Business-Like Manner.

FINANCIAL IMPACT
Approval of this item will not result in the use of additional Discretionary General Funding (Net County Cost). The cost for reimbursement for audit services is included in the Auditor-Controller/Treasurer/Tax Collector (ATC), Arrowhead Regional Medical Center (ARMC), Inland Empire Public Facilities Corporation (IEPFC), and San Bernardino County Financing Authority (SBCFA) 2024-25 budgets and will be included in future recommended budgets.

The revised contract outlines updated maximum payments by agency for financial audit services from 2022-23 through 2026-27. ATC will see an increase of $169,645 over this period, raising its total from $774,073 to $943,718, and is the only agency impacted by the amendment. The other agencies remain unchanged, with ARMC allocated a total of $398,186, IEPFC allocated $84,946, and SBCFA allocated $76,983. Altogether, the revised total across all agencies for the five-year period is $1,503,833.

BACKGROUND INFORMATION
On June 27, 2023 (It...

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