PROFESSIONAL_SERVICESRECOMMENDED

Fenner Valley Water Authority AgendaPacket Regular Board of Directors' Meeting 2026-05-28

Authority Plans 2027 Accounting Contract With Plante Moran

Not-to-exceed $30,000 (including $25,000 for accounting and financial support services and $5,000 for tax services)Fenner Valley Water AuthorityPLANTE MORANMay 25, 2026

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Description

Fenner Valley Water Authority staff recommend a new Fiscal Year 2027 professional services agreement with Plante Moran for accounting and tax services not to exceed $30,000. The one-year contract will cover general ledger maintenance, accounts payable processing, financial reporting, audit support, and preparation of required federal information returns.

Contract Details

Contract Amount

Not-to-exceed $30,000 (including $25,000 for accounting and financial support services and $5,000 for tax services)

Vendor

PLANTE MORAN

Agency

Fenner Valley Water Authority, CA

Contract Type

PROFESSIONAL_SERVICES

Document Date

May 25, 2026

Contract Term

July 1, 2026 – June 30, 2027

Renewal Date

2027-06-30

Renewal Info

New one-year professional consultant services agreement following the expiration of the prior Plante Moran contract on June 30, 2026; total compensation capped at $30,000 with hourly billing and the ability for Board-approved change orders for extra work.

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