File #: 23-501    Name: CliftonLarsonAllen LLP Amendment No. 3
Type: General Agenda Item Status: Passed
File created: 6/1/2023 In control: Board of Supervisors
On agenda: 6/13/2023 Final action: 6/13/2023
Title: Approve and authorize the Contracts Purchasing Officer, or designee, to execute Amendment No. 3 to the Agreement with CliftonLarsonAllen LLP to provide audit services of the County's financial statements, Single Audits, and non-ACFR entities, adding 24 months for a revised term of August 1, 2018 to June 30, 2025, and $375,010 for a revised total agreement amount not to exceed $1,220,410.
Attachments: 1. Board Report, 2. Amendment No. 3 to Agmt w CLA, 3. Amendment No. 2 to Agmt w CLA, 4. Amendment No. 1 to Agmt w CLA, 5. Agreement with CliftonLarsonAllen LLP, 6. Completed Board Order Item No. 53
Related files: RES 18-095, A 21-514, A 22-343
Title
Approve and authorize the Contracts Purchasing Officer, or designee, to execute Amendment No. 3 to the Agreement with CliftonLarsonAllen LLP to provide audit services of the County's financial statements, Single Audits, and non-ACFR entities, adding 24 months for a revised term of August 1, 2018 to June 30, 2025, and $375,010 for a revised total agreement amount not to exceed $1,220,410.

Report

RECOMMENDATION:
It is recommended that the Board of Supervisors:
a. Approve and authorize the Contracts Purchasing Officer, or designee, to execute Amendment No. 3 to the Agreement with CliftonLarsonAllen LLP to provide audit services of the County's financial statements, Single Audits, and non-ACFR entities, adding 24 months for a revised term of August 1, 2018 to June 30, 2025, and $375,010 for a revised total agreement amount not to exceed $1,220,410.


SUMMARY/DISCUSSION:

On July 17, 2018, the Board of Supervisors approved an agreement with CliftonLarsonAllen LLP (CLA) for independent audit services for the mandated audits of the County's Annual Comprehensive Financial Report (ACFR), Single Audits, and other financial statements for the fiscal years ending June 30, 2018, June 30, 2019, and June 30, 2020. The Agreement was pursuant to RFP#10682 for a three (3) year term with the option to amend for a period of up to two years.

On October 26, 2021, the Board of Supervisors approved Amendment No. 1, extending the term 12 months to allow for completion of the Fiscal Year 2021 audits. On June 21, 2022, the Board of Supervisors approved Amendment No. 2, extending the term another 12 months to allow for completion of the Fiscal Year 2022 audits.

Although the option for two amendments under the agreement has been executed, issuance of a new Request for Proposal (RFP) to change the independent audit firm is not recommended due to the upcoming Enterprise Resource Planning (ERP) implementation project that will replace the existing financial, and payroll systems of t...

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