TRANSMITTAL LETTER FOR BOARD MEETING OF AUGUST 14, 2025
COMMITTEE ON PROCUREMENT
Mr. John P. Murray, Acting Executive Director
Title
Issue purchase order and enter into an agreement with CliftonLarsonAllen LLP for Contract 25-RFP-09, Professional Auditing Services for a one year period with four options to extend, in an amount not to exceed $239,747.00, Accounts 101-40000-612430 and P802-11000-798200, Requisition 1633430
Body
Dear Sir:
Authorization is requested to issue a purchase order and enter into an agreement with CliftonLarsonAllen LLP to audit the financial statements of the District and the Other Post-Employment Benefits (OPEB) Trust Fund for the fiscal year ending December 31, 2025, with the option to extend this agreement for an additional four subsequent fiscal years contingent on the Board of Commissioner's approval. As part of the request for proposal, proposers were requested to provide costs for the additional four subsequent fiscal years audits.
There was no bid deposit for this request for proposal.
The term of this contract will be through June 30, 2030.
On February 19, 2025, the Request for Proposal 25-RFP-09 Professional Auditing Services was advertised. On March 21, 2025, seven responsive proposals were received from: CliftonLarsonAllen LLP, RSM US LLP, KPMG LLP, Sikich CPA LLC, Crowe LLP, Macias Gini & O'Connell LLP, and McConnell & Jones LLP.
An evaluation committee consisting of staff from Finance, Treasury, and Procurement and Materials Management evaluated the proposals for technical sufficiency based on evaluation criteria detailed in the request for proposal. Interviews with seven proposers were held and best and final offers were requested and received.
Based on the evaluation of the proposals, the interviews, and the best and final offers, the evaluation committee recommended that a contract be awarded to CliftonLarsonAllen LLP. The professional qualifications, approach to the audit project, consultant team, and best and final offer from CliftonLarsonAllen LLP resulted in this firm being the best suited for the District.
The Affirmative Action goals for this professional auditing services agreement are 20% Minority Business Enterprises (MBE) and 10% Woman Business Enterprises (WBE). CliftonLarsonAllen LLP commits to subcontract 20% of the contract to the firm Prado & Renteria.
The Diversity Section has reviewed the utilization plan and has concluded that CliftonLarsonAllen LLP has met the requirements of Appendix A.
Inasmuch as the firm of CliftonLarsonAllen LLP, possesses a high degree of professional skill, it is recommended that the Director of Procurement and Materials Management be authorized to issue a purchase order and enter into an agreement per Section 11.4 of the Purchasing Act, in an amount not to exceed $239,747.00.
The estimated expenditure for 2026 is $239,747.00 and is contingent on the Board of Commissioners' approval of the District's budget for that year.
Requested, Jacqueline Torres, Clerk/Director of Finance, JT:lt
Recommended, Darlene A. LoCascio, Director of Procurement and Materials Management
Respectfully Submitted, Precious Brady-Davis, Chairperson Committee on Procurement
Disposition of this agenda item will be documented in the official Regular Board Meeting Minutes of the Board of Commissioners for August 14, 2025
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