Memorandum
Date: May 25, 2021
To: The Honorable Bruno Sabatier, Chair, Lake County Board of Supervisors
From: Cathy Saderlund, Auditor-Controller
Subject: Approve Agreement between the County of Lake and CliftonLarsonAllen LLP for Audit Services for fiscal years ending June 30, 2021 for $74,400, June 30, 2022 for $75,900 and June 30, 2023 for $77,400 with option to extend two additional years at not more than 2.5% per year and authorize the Chair to sign
Executive Summary: (include fiscal and staffing impact narrative):
On March 8, 2021 the Auditor-Controller released a Request for Proposal (RFP) for the Audit of Annual Financial Statements, with a deadline submittal date of April 2, 2021. Nine responses were received.
Per the bylaws of the County Audit Committee-VI Duties, Section 1: The Audit Committee shall be responsible for selecting an independent audit firm to audit the County’s financial records-the Audit Committee met on April 15, 2021 to review the RFP responses. After lengthy discussion and unanimous consensus, the County Audit Committee selected the firm of CliftonLarsonAllen, LLC.
I respectfully request your review and approval of the audit agreement with CliftonLarsonAllen, LLC.
If not budgeted, fill in the blanks below only:
Estimated Cost: 74,400 Amount Budgeted: 74,400 Additional Requested: ________ Future Annual Cost: +2%
Consistency with Vision 2028 and/or Fiscal Crisis Management Plan (check all that apply): ☒ Not applicable
☐ Well-being of Residents ☐ Public Safety ☐ Infrastructure ☐ Technology Upgrades
☐ Economic Development ☐ Disaster Recovery ☐ County Workforce ☐ Revenue Generation
☐ Community Collaboration ☐ Business Process Efficiency ☐ Clear Lake ☐ Cost Savings
If request for exemption from competitive bid in accordance with County Code Chapter 2 Sec. 2-38, fill in blanks below:
Which exemption is being requested?
How long has Agreement been in place?
When was purchase last rebid?
Reason for request to waive bid?
Recommended Action: Approve Agreement between the County of Lake and CliftonLarsonAllen LLP for Audit Services for fiscal years ending June 30, 2021 for $74,400, June 30, 2022 for $75,900 and June 30, 2023 for $77,400 with option to extend two additional years at not more than 2.5% per year and authorize the Chair to sign