Services to audit the financial statements of the office of the comptroller of the currency s (OCC) two separate defined contribution plans, the OCC and OTS 401(k) plans.

Ended Awarded Last action

Contract number
TCC15HQG0074
Awardee
Awarding agency
Obligated
$317,984

Award facts

Contract value 100% obligated
$317,983.52 Current and potential, with all options
Completion date 100% complete
Current and potential, with all options
NAICS code
541219 Other Accounting Services
Set-aside
No set-aside
Competition
Full and Open Competition · 6 offers Multiple Award, Fair Opportunity
Pricing
Firm Fixed Price
Place of performance
Washington, DC 20219, USA

Award details come from SAM.gov/FPDS.

Transactions

Action Obligated Date
Supplemental Agreement for work within scope 10 · 401K audit. Extend the period of performance from september 12, 2020 to september 30, 2020 at no additional cost. $0
Supplemental Agreement for work within scope 9 $1,981
Exercise an Option 8 · 401K audit $55,204
Exercise an Option 7 · Option year 4 $55,286
Other Administrative Action 6 · POC change $0
Exercise an Option 5 · For critical functions exercise option year 3 $53,676
Exercise an Option 4 · For critical functions exercise option year 2 $104,229
Supplemental Agreement for work within scope 3 · For critical functions the purpose of this modification is to incorporate an OCC clause. $0
Supplemental Agreement for work within scope 2 $101,196
Supplemental Agreement for work within scope 1 -$78,150
Original award $24,563
Show all 11

About this award

The Office of the Comptroller of the Currency awarded a delivery order valued at $317,983.52 to CliftonLarsonAllen LLP (doing business as Larson Allen LLP) to provide audit services for the OCC's two separate defined contribution plans: the OCC and OTS 401(k) Plans. This firm fixed price contract, awarded on March 13, 2015, initially extended through September 12, 2020, with a subsequent modification extending the period of performance to September 30, 2020 at no additional cost. The work is being performed in Washington, DC and involves comprehensive financial statement audits of these retirement benefit plans to ensure compliance and accurate financial reporting.

CliftonLarsonAllen LLP is a major professional services firm with over 7,000 employees across more than 120 U.S. locations, specializing in accounting, auditing, and advisory services to federal agencies. The company has received over $90 million in federal obligations across multiple agencies including the Department of Housing and Urban Development, Department of Veterans Affairs, and the Department of Health and Human Services. This contract was awarded without a set-aside designation and represents CLA's demonstrated expertise in financial statement audits and retirement plan auditing services. The parent entity, also named CliftonLarsonAllen LLP, maintains several active Indefinite Delivery/Indefinite Quantity vehicles with federal agencies valued at over $86 million, further underscoring the firm's established capacity and trusted relationship with government financial oversight.

Quick answers

Who was awarded contract TCC15HQG0074?

TCC15HQG0074 was awarded to Cliftonlarsonallen LLP by Office of the Comptroller of the Currency (Department of the Treasury) on March 13, 2015.

How much is contract TCC15HQG0074 worth?

The government has obligated $317,984 on TCC15HQG0074.

Is contract TCC15HQG0074 an order under another contract?

Yes. TCC15HQG0074 is a delivery order under GS23F0135L, a federal supply schedule.

Was contract TCC15HQG0074 competed?

The extent of competition for TCC15HQG0074 was full and open competition. The government received 6 offers.

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