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SECTION I - GENERAL QUALIFICATIONS AND FIRM EXPERIENCE Unlike other firms' personnel, our team spends most of their time working with governmental and public sector agencies. This means they will not be wasting your time asking irrelevant questions and indeed, will be a fertile and beneficial resource to your organization. Management Team The management team who will serve the City is composed of individuals who: · are licensed CPAs; · possess a comprehensive understanding of governmental entities; · are highly experienced in working with a variety of public sector clients including charter schools; and · demonstrate the technical skills necessary to deliver quality financial and managerial services. Client Service Partner The Client Service Partner determines that the firm's resources are assigned properly to perform the engagement. Pedro Alberni. CPA will be the Client Service Partner. Mr. Alberni is the Managing Partner-in-charge of our Coral Gables Office. He has over 30 years of audit experience. Encacement Partner The engagement will be under the direct supervision of an Engagement Partner and a Manager. The Engagement Partner will be responsible for the quality control, supervision and confidentiality of information of the engagement and will participate extensively during the various stages of the engagement. In addition, the Engagement Partner will also complete the following: .performing an overriding review of all deliverables; .resolving technical accounting and reporting issues; .reviewing and approving reports, management letters, and other engagement products; .supervising subordinate staff; and .attending meetings and discussions with key management personnel. Nestor Caballero. CPA. CGAP will be the Engagement Partner and a designated "KEY" employee. Nestor was selected for his managerial, supervising and technical capabilities. More specifically for his experience with audits of similar governmental engagements. He has performed governmental audits for the last 16 years and is also a Certified Governmental Auditing Professional by the Institute of Internal Auditors. Manacer The Manager will be assigned full time and will work closely with the Engagement Partner. The Manager has direct responsibility for engagement policy, direction, supervision, security and communication with the City's personnel. She will also ensure that the deliverables and all other reports are prepared in accordance with professional standards and firm policy. She will be responsible for all phases of the engagement and she will be: · coordinating all services with the City; · directing the development of the overall engagement approach and plan; · supervising staff; · planning the engagement; · preparing or modifying project plans, as needed; · evaluating internal control and assessing risk; · reviewing work product for compliance with the City's requirements and completeness; · communicating with the City and the partners the progress of the engagement; and · reviewing deliverables and all reports issued by the firm for accuracy and completeness; · and that they are prepared in accordance with professional standards and firm policy; · leading meetings and discussions with key management personnel. Jennifer Patti. CPA will be the Manager and a designated "KEY" employee. Ms. Patti was selected for her experience with governmental engagements. Senior Accountants Senior Accountants will be assigned full-time to the engagement. The Senior Accountants will be responsible for the overall performance of the work in the field and assisting the Engagement Partner and Manager in the actual performance of the engagement. CITY OF SUNNY ISLES BEACH RFP # 10-06-01 Page 5