TO: Board of Directors
FROM: Steven Lederer - Manager, UVWMA
REPORT BY: Justine Leuthold- Staff Services Analyst I
SUBJECT: Agreement with CliftonLarsonAllen LLP for Audit Services for Fiscal Years Ending June 30, 2026, 2027 and 2028
RECOMMENDATION
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APPROVE AGREEMENT WITH CLIFTONLARSONALLEN LLP FOR AUDIT SERVICES FOR FISCAL YEARS ENDING JUNE 30, 2026, 2027 AND 2028.
REQUESTED ACTION: Approve and authorize Agreement No. 260385B with CliftonLarsonAllen LLP ("CLA") for audit services for fiscal years ending June 30, 2026, 2027 and 2028, in an amount not to exceed $3,300 per contract year, with two optional one-year renewals. (Fiscal Impact: $3,300 Expense; UVWMA 8200000; Budgeted; Mandatory)
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BACKGROUND
Every five years, the Napa County Auditor-Controller issues a Request for Proposals (RFP) for professional auditing services for the County and various special districts for which the Auditor-Controller provides financial reporting oversight. The RFP includes audit services for nine special districts that utilize the County's enterprise financial system (Tyler Munis) and for which separate agreements must be executed directly between each district and the selected audit firm.
On February 25, 2026, the Auditor-Controller's Office issued an RFP for these services for fiscal years ending June 30, 2026, 2027, and 2028, with two optional one-year extensions. Proposals were due on April 3, 2026, and the County received five responsive submissions. None of the proposing firms were local. The County's prior external auditor had served in that role for ten years. While not required, periodically rotating audit firms is considered a best practice and provides an opportunity for a fresh independent perspective.
Proposals were evaluated by an Audit Review Team consisting of the Auditor-Controller and Deputy Auditor-Controller, with input from the Senior Accountant-Auditor and Principal Grant Compliance Auditor. Evaluation criteria included technical expertise and c...
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