AGREEMENT NO. 2022-14B
AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
This Amendment to Agreement No. 2022-14 (Amendment) is entered into between the City of Camarillo, a California general law city and municipal corporation (City), and CliftonLarsonAllen, a LLP collectively referred to as the Parties. The effective date of this Amendment is June 12, 2024.
RECITALS
A. On February 23, 2022, the City Council approved Professional Services Agreement No. 2022-14 with CliftonLarsonAllen, a LLP for financial and auditing services in the amount of $227,000 with a 10% contingency for three (3) fiscal years with a two (2) year extension option, effective February 23, 2022 (Agreement).
B. On September 22, 2022, the City Manager executed the first Amendment for CliftonLarsonAllen, a LLP to provide professional information technology assessment and consulting services to the City for a not -to-exceed amount of $22,500 which utilized a portion of the 10% contingency approved in the original agreement, for a total agreement amount of $249,500.
C. Pursuant to Section 1 of the Agreement, the parties wish to extend the Agreement for an additional two-year period.
D. In accordance with Section 3 of the Agreement, the parties desire to modify the compensation set forth in Exhibit B.
E. All capitalized terms not defined in this Amendment have the meaning set forth in the Agreement.
Section 1. Amendment. The Agreement is amended to add the following: Section 1 is amended to read as follows:
a. The “Term” of the Agreement is extended from June 12 , 2024 through completion of auditing services for FY 2025/26.
Section 2. Compensation and Payment. This Amendment is for a not -to-exceed amount of $180,484, for a total agreement not-to-exceed amount of $429,984.
Section 3. Continuation of Terms of Agreement. Except as expressly modified by the terms and provisions of this document, the remaining terms and provisions of the Agreement remain in full force and effect.
THE AUTHORIZED REPRESENTATIVES of the Parties have caused this Amendment, Agreement No. 2022-14B, to be executed as of the Effective Date.
CITY OF CAMARILLO
Greg Ramirez, City Manager
ATTEST:
City Clerk
CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC‐registered investment advisor.
CliftonLarsonAllen LLP
2875 Michelle Drive, Suite 300
Irvine, CA 92606
phone 714‐978‐1300 fax 714‐978‐7893
claconnect.com
June 3, 2024
Mr. Mark Uribe
Finance Director
City of Camarillo
601 Carmen Drive
Camarillo, CA 93010
Dear Mr. Uribe:
We are pleased to present our proposed fees to continue to provide audit and related services to the City of Camarillo for the two fiscal years ending June 30, 2026.
The scope of services and related proposed fees are included in the attached schedule. In addition to the City contract for professional services, for each year of the audit, we will request a statement of work which provides additional detail on the scope of services and responsibilities of management and the auditors.
Our fees are based on timely delivery of services provided, the experience of personnel assigned to the engagement, and our commitment to meeting your deadlines.
If you have any questions, please do not hesitate to contact me.
Sincerely,
CliftonLarsonAllen LLP
Joe Ludin
Principal
(714) 795‐5483
[email protected]
Service FY 23/24 FY 24/25 FY 25/26 Total
City Audit - $ 64,512$ 67,737 $
Successor Agency Audit* - 4,000 4,200 Single Audit** 8,000 7,500 7,875 GANN Agreed Upon Procedures - 790 830 State Controllers Report - 4,800 5,040 Subtotal 81,602 85,682 167,284 $
Add: Additional Single Audit Program - 2,500 2,500 5,000 Subtotal 172,284
Add: Prior Year Additional Single Audit Programs 8,000 - - 8,000 Grand Total 8,000 $ 84,102 $ 88,182 $ 180,284 $ * A separate report will not be issued.
** Fee is based on one major program, additional programs cost $2,500 each.
Note: Professional fees detailed in the table above include a technology and client support fee of five percent (5%) of all professional fees billed.
Exhibit B