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Keefe McCullough
• • • • • Keefe - ! � it - • 1Ap/Lnpryl ��II I I I 1A ��III I1Q_ry1 ,�- ® tl IItc `W 66® W@:rBY , :iv of Zrsy _'yi.�-2:1._' • CPA's + Trusted Advisors • • • ® qt ! t --::655.6\.&Y cdetal HiJlpar S-`dt ®�c-,.�+' supportrr F.\1Cpacomale.FL�3�08'4 r y` m �s ,��r�t 4 ?3 , .e • ir Y y -.`a'a- �' S_� m n�.. t �'`��"k Yr�i v 'fie � 'a' z^ �,.s'Aict.� • •say rg� ` >c ° `F54V:$ $ rs ♦l'±-4r,-,j2,, • b ss• ' t s em_.gid d.f� -e_ "' `b. #3 e_ x ®• " .. y ]i .: _ '} ' yam' , _ •��{ :, .r}¢ -a�> i -s' fix`.# v d r t,Y3'Sy. `- -r ,.o•. `c¢'- ;€s ® T"} -¥'Fy`-� s3�+' >z &" lt,� �'' 3 L #*"4r°••dr ,i�`r' ' fix OtC t t Q ;WV,:y --.o� �fi • � �i .� �hJb R + , , S - ,,_ Y Q } �; t ..max w ,��. - c. ,` . .. .,-.-;:..4...„,-;-/e4-_-,;.--,--- " i " ii a 1 - .r• ^ . P. f 'e-rF _ +�z ':.i. 1. Y'6+ ? T F9 £ O O # ? i { ® -4iTYi-c • . mc-41:,- • • {:z ti • prepare dfI7 ® CCfl �-0 Beach issued 18070 Collins Avenue '12.30.2015 _ - '�;' ` O Beach,FL 33160 i _ � - ® 1:305.792.1703 {hikes@slbfl.net , • • • • • • • Keefe • • A CPA's + Trusted Advisors McCullough • • • • • • • • • • • • PROPOSAL FOR ANNUAL • FINANCIAL AUDIT SERVICES • • ® Issued on December 30, 2015 • • • Keefe McCullough • 6550 N Federal Highway, 4th Floor Fort Lauderdale, FL 33308 • • Phone: 954-771-0896 • • Contact: Bill Benson Email: Bill.Benson@kmccpa.com • • • • • • • • • • • � tf - — • (ft Q0L4= ® supportAR610'cpacom www.I M€cpa.com 9 954.771.0896 It51 Lauderdale.% C,lj) • ..,, ' .•'''n"7"14r-Lr'srftW•."0.-\ 72••-• atirt••••11;•4172,1ad , q .155I1-4•17-.1%.:S.;Skrrore.--citclw55.77-r7 . 1:47r-C '- 'IE ' 4 '-' 'ISectl'a.."47 ,--,44-1,..saft• f . 412' k-'1'.(re et•-•e 1 'f•1/2""t" c -;.2" 4,..." • . • 4- ' Nee,-4-?... *^A .17,11(ye re.t..eg. • c , Pres- .."7--ttte_.- 7-2•te • :• f ' .11'10,1•1i • • .-...,:g fla .:•'4:I.' 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Sr, IITTAL LETTER • • Section I • • • • • • • • • • • • • • • • • • • • • • aggIDESNisitainay • Gwi mGitzr 0 support??ociepa.com 0 %rwww.l.NIGcpa.com Lauderdale,W, Q • 0 Keefe McCullough © CPA's + Trusted Advisors • • December 30, 2015 • ® Ms. Jane A. Hines, CMC, City Clerk And Members of the Audit Selection Committee ® City of Sunny Isles Beach ® 18070 Collins Avenue Sunny Isles Beach, FL 33160 • A Dear Ms. Hines and Audit Selection Committee members: ® We are pleased to propose to perform auditing services for the City of Sunny Isles Beach. It is our • understanding that our proposal covers the annual financial and compliance audit of the various funds of the City for the fiscal years ending September 30, 2016, 2017 and 2018 with the continuation option ® of auditing its financial statements for future years. ® Our examination of these financial statements will be conducted in accordance with: ® 1. Generally accepted auditing standards and Audits of State and Local Governmental Units as issued by the American Institute of Certified Public Accountants (AICPA). • • 2. Government Auditing Standards, as issued by the Comptroller General of the United States. • 3. Circular No. A-133, Audits of State and Local Governments, Office of Management and • Budget. • 4. The provisions of the Federal Single Audit Act (as amended). ® 5. The provisions of the Florida Single Audit Act (as amended). ® 6. Rules and State of Florida Department of Banking and Finance Regulations. ® 7. Statements on Auditing Standards (SAS). • • 8. Rules of the Auditor General, State of Florida relating to Chapter 10.550. • 9. Section 218.39, Florida Statutes, and any other applicable Florida Statutes. • 10. Other applicable federal, state and local laws or regulations or professional guidance not specifically listed above as well as any additional requirements, which may be adopted by B these organizations in the future. e Keefe McCullough is committed to performing the auditing services within the prescribed time frame ® as outlined in the City's request for proposal. 0 0 ® KMCcpa.com I 6550 N Federal Hwy,4th Floor. Fort Lauderdale, FL 33308 Phone:954.771.0896 Fax:954.938.9353 • • • O We believe our firm to be the best qualified to perform your audit engagements based on our substantial governmental experience obtained over the entire period of our firm's existence, our firm's 0 commitment to continue to provide the necessary continuing professional education to qualify all of O our professional governmental accounting staff in this specialized area, our absolute dedication to excellence and quality in our practice and our unique service philosophy which has resulted in a loyal 0 and satisfied clientele over many years. O We are very interested in continuing our relationship with the City of Sunny Isles Beach. We have • proposed "Audit Partner Rotation" in accordance with "Best Practices" according to the Government • Auditing Office (GAO) study. GAO believes "Audit Firm Rotation" may not be the most efficient way to strengthen auditor independence and improve quality considering cost and loss of institutional • knowledge. • We hereby attest to our authority to submit this proposal and to individually bind Keefe McCullough to perform this audit in accordance with the resulting contract agreement should the firm be selected. 0 This proposal is a firm and irrevocable offer for ninety (90) days from the date of the proposal. O Regaa ds, O KEEFE ULLOUGH 0 0 ® Wil iam G. Benson, C.P.A. 0 0 0 0 0 0 0 0 O 0 0 0 0 e 0 0 0 0 0 e ® KMCcpa.com I 6550 N Federal Hwy,4th Floor,Fort Lauderdale, FL 33308 Phone:954.771.0896 Fax:954.938.9353 • S - / ) - -N. * _ * , --__• – ., o o ‘-, ) Th,..„, =.•- ,... .N sevelleeabibeis . __ ) 0 0 ) - '--- -•506. 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".. 0 , --. -. • . . - .'... 1 "...e` , t . • , ' 6.$ 0• r.t.Y.s.:4, ‘.- -`7-T-.,,,C_srattrir'nje • - •..,.. _ . .4444114._, .''-- 7,..; • 3 • \\I . • • • • Keefe_• I 4 CPA's + Trusted Advisors McCullough •• • • • • • • • • • • • • DETADLED PROPOSAL • • • Section II • • • • • • • • • • • • • 0 • • • •• DC7 0suppom!$10.702cpa.com 0 www.K\9Ccpacom n • Rtp Lnuderdnle,FL 3330% _— • A ® Keefe_ • ® ® CPA's + Trusted Advisors McCullough ® Mandatory Requirements: • ® a. The firm will make an affirmative statement as to their independence with regard to the City of Sunny Isles Beach. • ® Keefe McCullough is independent of the City of Sunny Isles Beach as defined by generally accepted auditing standards and the U.S. General Accounting Office's Governing Audit Standards. b. The firm will make a positive statement that the firm is properly licensed as a certified public O accounting firm in the State of Florida and indicate the legal entity under which they are licensed. ® Keefe McCullough is properly licensed in the State of Florida by the Department of Professional ® Regulation. Our license number is AD 0010282. Further all members of the firm that are designated as • Certified Public Accountants are properly licensed in the State of Florida. Our firm has been performing continuous public accounting services for over forty-four(44)years. i c. Describe the firm's professional development programs, including the number of hours of specialized ® training in governmental accounting and auditing received during the past two years of personnel to be assigned to this engagement. Indicate compliance with the State Board of Accountancy ® requirements applicable to audits of Florida local governments. ® We have substantial experience in the areas of internal control and compliance auditing in accordance with "Government Auditing Standards" ("The Yellow Book"), Federal Single Audits in accordance with ® OMB Circular A-133, the Florida Single Audit Act, and the Rules of the Auditor General of the State of ® Florida. Due to the concentration of this type of work in our practice, we provide each of our governmental and non-profit accounting staff members with at least eighty hours of continuing • professional education every two years. In addition, the firm belongs to the AICPA, FICPA, AICPA ® Governmental Audit Quality Center, the Government Finance Officers Association and the Broward County League of Cities. ® d. Provide a copy of the firm's most recent external quality control review(peer review),the letter of comments, and a statement indicating whether that quality control review included a review of specific government engagements. Also include information regarding the firm's AICPA practice section membership. ® Our firm participates in the American Institute of Certified Public Accountants Peer Review Program and we have received unmodified opinions on all of our previous peer reviews. We have provided the ® most recent quality control review documentation for your reference in Section IV. This quality control review included a specific review of the Town of Davie and the City of Sunny Isles Beach, Florida audit workpapers, financial statements and reports. • e. The Firm will make a positive statement that the firm does not have a record of substandard audit work. ® We have no instances of substandard work in our firm's forty-four (44)year history. Our firm is Q dedicated to delivering a great product to our clients. We have a history of satisfied clients, some of ® which are listed as references later in this section. • • • • MOM RESsaAIMIOtly ® a Q111 'p1 O supportaiNMCkpacom 0 LS mamma A 11 Lauderdale, cii • • • • Keefe_ ® 10 CPA's + Trusted Advisor McCullough • f. Provide information on the results of any Federal or State desk reviews or field review of the firm's • audits during the past three (3)years. Also provide information on the circumstances and status of ® any disciplinary action taken or pending against the firm during the past three (3)years with State regulatory bodies or professional organizations. ® Because our firm performs a substantial number of"Yellow Book" type engagements, we routinely receive desk reviews from various State of Florida departments(DCF, FDOT or DOEA). We have had no • field reviews during the last three years. No disciplinary action has been taken or pending against our firm in our more than forty-four year history. • g. Provide a positive statement that the firm is knowledgeable of all applicable laws and regulations and shall perform the audit and provide the required Auditor Reports in compliance with the applicable • Laws and Regulations of the State of Florida, including requirements of the Department of Banking& Finance, and rules adopted by the Auditor General for the form and content of governmental audits. • Our firm is knowledgeable of and experienced with all applicable laws and regulations and we will ® perform the audit in compliance with the applicable Laws and Regulations of the State of Florida, including requirements of the Department of Banking& Finance, and rules adopted by the Auditor S General for the form and content of governmental audits. • h. Describe any litigation in excess of$500,000 filed against the Firm in the State of Florida over the last • three years. Also, describe any terminations,suspensions, censures, reprimands, probations or similar actions against the Firm or any member of the Firm's firm by the Florida State Board of • Accountancy in the past three years. • No litigation in excess of$500,000 has been filed against our firm nor have there been any ® terminations, suspensions, censures, reprimands, probations or similar actions against our firm or any ® of its members by the Florida State Board of Accountancy in our more than forty-four year history. • Technical Questions: • a. Provide a brief profile of the Firm, including location, the business legal status (corporation, • partnership, etc.), date the business was formed, and the number of professional staff employees at the office from which services under this engagement would be performed. • • Keefe McCullough has grown as a firm for over forty years and we are located in Fort Lauderdale to serve the South Florida area. Our office is located at 6550 N Federal Highway, 4th Floor, Fort ® Lauderdale, FL 33308. We are a partnership formed in 1971. Our office consists of nine partners, • approximately sixty(60) professional accounting staff members and administrative support personnel. • b. Describe the Firm's (local office for national firms) experience in providing accounting and auditing ® services to Florida local governments. • Our firm has significant experience representing Florida municipalities and other governmental entities. In addition, all of the firm's professional accounting staff are a part of the governmental audit staff. • You may contact any of the individuals listed later in this section for a reference on our dedication to • prompt and complete service. • c. The Firm must be a member of the American Institute of Certified Public Accountants. • Keefe McCullough is a member in good standing of the American Institute of Certified Public ® Accountants. 9 r- �Gxllifll Q1bIM!2 supporual,}NWepa.com () www.RMCcpacom ( W8,771 9 fftwaLauderdale,MM • • • • Keefe • CPA's + Trusted Advisors McCullough • • d. Indicate the Firm's experience auditing governments that use MCSJ/Edmonds financial system • software. • We have current governmental audit clients that operate on the MCSJ/Edmunds financial system • software. ® We have certified network engineers on staff to assist in client matters when appropriate. We have substantial experience assisting our clients with their computer systems. In addition,we utilize our information technology skills during the performance of our audit engagement. Keefe McCullough • provides auditing services to a number of organizations with computerized accounting and other management information systems. All members of our firm are involved daily in the usage of a local • area network (LAN) and have proficient "hands on" computer skills. Our professional accounting staff • members have taken various college level educational courses and have participated in various continuing education courses on computer science, data processing systems, and other related subjects. • Qualifications of Personnel Assigned: • a. Provide a positive statement that the audit team supervisor(or equivalent) meets the following ® minimum qualifications: licensed by the State of Florida as a certified public accountant in good standing, five years of experience in governmental accounting and auditing, and three years of ® supervisory experience. It is anticipated that the audit supervisor will be on-site during the course of the engagement and actively involved in all aspects of the audit. ® Our proposed audit team supervisor, Stephen E. Emery, C.P.A., is licensed by the State of Florida as a certified public accountant and is in good standing. He has over six years of experience in governmental • accounting and auditing and over three years of supervisory experience. We plan on the supervisor being on site and involved in all aspects of the audit. ® b. Provide a professional resume of personnel to be assigned to this engagement. These resumes should be for the partner,the manager or supervisor, and the senior for this engagement. The resume ® should include continuing education in governmental auditing and other governmental audit ® engagements that they have undertaken. • Our proposed audit team is comprised of the following principal supervisory and management staff: • William G. Benson, C.P.A. Engagement Partner Cynthia L. Calvert, C.P.A. Second Review Partner Marc A. Grace, C.P.A. Manager • Stephen E. Emery, C.P.A. Supervisor • A profile of each audit team member is included in Section III, which lists specific governmental • experience, qualifications, continuing professional education and memberships in professional ® organizations relevant to the performance of the audit. • c. Describe the assigned staffs experience in providing assistance with implementation of new GASB ® Statements and providing guidance on maintaining the Certificate of Achievement for the CAFR. • Due to our firm's concentration of governmental and not-for-profit clients,we sponsor continuing professional education courses annually regarding a variety of governmental subjects, including • Governmental Accounting Standards Board (GASB) pronouncements. Our staff has assisted multiple • municipalities implement new GASB statements. In addition, One hundred percent(100%)of all municipal CAFRs submitted during the last five (5) years have received the GFOA Certificate of ® Achievement for Excellence in Financial Reporting. • 0 01§063,11S 4L1G'Ta 'V' supporVi6A,\1Ccpacmn 'nnvkNBCcpa.com X771.0896 RizaLauderdale,% ➢ • • • • • Kee• I • ® CPA's + Trusted Advisors McCullough • • d. Describe how the qualification of the audit team over the term of the contract will be assured. • Engagement partners, managers, other supervisory staff may be changed if those personnel leave the • firm, are promoted, or are assigned to another office. Those personnel may also be changed for other reasons with the permission of the City. However, in any case, the City retains the right to approve or • reject replacements. • We have experienced very low turnover of our professional accounting staff members and our firm • philosophy emphasizes direct partner involvement in each engagement including various phases of the audit fieldwork and review processes. We believe this partner involvement positively impacts • engagement staff continuity. We understand that the City retains the right to approve or reject • replacements for the engagement partners, managers and other supervisory staff mentioned in this request for proposal. 0 ® e. The audit team members must be reviewed with and approved by the City prior to the beginning of each audit. No change shall be made in the composition of the audit team without consent by the • City. • We understand that the audit team members must be reviewed with and approved by the City prior to • the beginning of each audit. We agree that no change shall be made in the composition of the audit team without consent by the City. • Audit Approach: • a. The proposal should set forth a work plan, including an explanation of the audit methodology to be • followed to perform the services in this request for proposals. • b. Provide the following information on the audit approach: • • Proposed segementation of the engagement. • • Level of staff to be assigned and estimated hours to each proposed segment of the engagement. • Type and extent of analytical procedures to be used in the engagement. • • The approach to be taken to gain and document an understanding of the City's internal control • structure. • We have provided below a preliminary engagement work plan to perform the financial and compliance • audits which involve the government-wide financial statements, the various funds, and the capital assets and long-term debt of the City. • • In performing the financial and compliance audits for the City we will follow very detailed and comprehensive audit programs. Further, it is our policy to utilize the talents of our client's personnel • wherever and whenever it is feasible to do so in the course of any engagement in order to most ® efficiently and economically perform the engagement. • The following pages show our summary of the audit work plan: • • • • • •® GIED59,fftsitsairegi S QL1l 'y' supporvThR t('cpa.com 0 eww.18b1Ccpacom g 771 0896 Oka Lauderdale,til,, • Keefe McCullough CPA's + Trusted Advisors December 30, 2015 Ms. Jane A. Hines, CMC, City Clerk And Members of the Audit Selection Committee City of Sunny Isles Beach 18070 Collins Avenue Sunny Isles Beach, FL 33160 Dear Ms. Hines and Audit Selection Committee members: Our fee for services rendered will be based upon the difficulty of your engagement and the time and skill level of our personnel assigned. Work is assigned, according to its complexity, to the appropriate member of our staff. Our proposed fees for the audit of the financial statements for the years ended September 30, are: GAR r (Preparation, Ended r Editing, Florida Federal Se.tember - gen= Printin: gfrapAudit grEigb Audit 2016 $ 33,000 $ 5,000 $ 2,000 $ 2,500 42 $00 2017 $ 34,000 $ 5,000 $ 2,000 $ 2,500 !� coo 2018 $ 35,000 $ 5,000 $ 2,000 $ 2,500 4111 ' coo OPTION YEARS 2019 $ 36,000 $ 5,000 $ 2,000 $ 2,500 2020 $ 37,000 $ 5,000 $ 2,000 $ 2,500 Our firm commits to these "total all-inclusive maximum fees" for each of the audit years. We have included a schedule which details the hours anticipated by staff classification for the audit services. These total fees include reimbursement for travel costs for our employees during the audit engagement. We hereby attest to our authority to submit this proposal and to individually bind Keefe McCullough to perform this audit in accordance with the resulting contract agreement should the firm be selected. This proposal is a firm and irrevocable offer for ninety (90) days from the date of the proposal. We are excited about the opportunity to serve as your independent auditing firm. Please feel free to contact me directly if you require additional information. ReArdt KEE EI I cCULLOUGH Will m . Benson, C.P.A. KMCcpa.com I 6550 N Federal Hwy,4th Floor,Fort Lauderdale, FL 33308 Phone:954.771.0896 Fax:954.938.9353 If it should become necessary for City of Sunny Isles Beach to request the auditor to render any additional services to either supplement the service requested in this Request for Proposal or to perform additional work as a result of the specific recommendations included in any report issued on this engagement, then such additional work shall be performed only if set forth in an addendum to the contract between City of Sunny Isles Beach and the firm. Any such additional work agreed to between City of Sunny Isles Beach and the firm shall be performed at the same rates set forth in the schedule of fees and expenses included in the sealed dollar cost bid. We agree any additional work requested or as a result of the specific recommendation included in any report issued shall be performed only if set forth in an addendum to the contract between our firm and the District. This additional work will be performed at the same rates stated above in our schedule of fees and expenses. Progress payments will be made on the basis of hours of work completed during the course of the engagement, in accordance with the firm's dollar cost bid proposal. Interim billings shall cover a period of not less than a calendar month. We agree to the City's manner of payment. KMCcpa.com I 6550 N Federal Hwy.4th Ftoor, Fort Lauderdale, FL 33308 Phone:954.771.0896 Fax:954.938.9353 - CITY OF SUNNY ISLES BEACH 18070 Collins Avenue Sunny Isles Beach, Florida 33160 >L >t 305.947.0606 •' \� www.sibfl.net 6 '‘ C'i) o1 sus of'a SCHEDULE OF PROPOSAL PRICES PART2 SCHEDULE OF PROFESSIONAL FEES AND EXPENSES FOR THE AUDIT OF THE 2016 FINANCIAL STATEMENTS: COMBINING SCHEDULE - ALL SERVICES Nature of Service to be Provided Schedule Total Florida Single Audit S 2,000 Federal Single Audit $ 2,500 EDP Auditing Services S 7,500 CAFR (preparing, editing and printing) 5 5,000 Other(specify) S 33,000 SUBTOTAL S 50,000 Fifty thousand dollars Total Amount Written Each service described in this RFP - Special Considerations and Services should be supported by an individual schedule in the format provided on Part 1 of the Schedule of Proposal Prices. ' These services will only be performed in years that require a Federal or Florida Single Audit based on funding received. City of Sunny Isles Beach 'Request for Proposal No. 15-12-01 33 — CITY OF SUNNY ISLES BEACH 18070 Collins Avenue Sunny Isles Beach, Florida 33160w„",'f�F 305:947• .0606 %� -`f•�\ www.sibfl.net Vl b\' t t s 4,7 h• • ,t0 5 0 CM'0i sus�a AUDIT SERVICES PART 1 SCHEDULE OF PROFESSIONAL FEES AND EXPENSES FOR THE AUDIT OF THE SEPTEMBER 30, -2016-2018 FINANCIAL STATEMENTS: SUPPORTING SCHEDULE FOR AUDIT SERVICES Hours Proposed Hourly Rates Proposed Total Partners 15 $ 200 S 3,000 Managers 44 S 150 S 6,600 Supervisory Staff 130 $100 S 13,000 Staff 130 S 80 _ S 10,400 Other(specify) Subtotal 319 $ 33,000 Other Expenses (specify): NONE Total All-Inclusive Price for Audit Services Year 1 S 33,000 Year 2 $ 34,000 Year 3 S 35,000 S 102 000 Grand Total Price for Audit Services (3Years) One hundred two thousand dollars Grand Total Price for Audit Services (3 Years) Written NOTE: If the proposed hourly rates used to calculate the total all-inclusive price for any contract year are different from contract year 1 rates, provide an index for those years or provide rates for each staff level and each contract year for which there is a change. City of Sunny Isles Beach 'Request for Proposal No. 15-12-01 32 CITY OF SUNNY ISLES BEACH 18070 Collins Avenue • Sunny Isles Beach, Florida 33160 or.00'2 f \ 305.947.0606 °jam °s4•• � vnvwsibfl.nel• �r n orot 'sec',• r4 or 51W �N FLORIDA SINGLE AUDIT PART 1 SCHEDULE OF PROFESSIONAL FEES AND EXPENSES FOR THE AUDIT OF THE SEPTEMBER 30, —2016-2018 FINANCIAL STATEMENTS: SUPPORTING SCHEDULE FOR AUDIT SERVICES Hours Proposed Hourly Rates Proposed Total Partners 1 $ 200 5 200 Managers 2 S 150 S 100 Supervisory Staff 8 $ 100 S 800 Staff 8 S 80 S 640 Other(specify) _ Subtotal 19 S 1,940 Other Expenses (specify): Rounding S 60 Total All-Inclusive Price for Audit Services Year 1 S 2,000 Year 2 S 2,000 Year 3 S 2,000 S 6,000 Grand Total Price for Audit Services (3Years) Six thousand dollars Grand Total Price for Audit Services (3 Years) Written NOTE: If the proposed hourly rates used to calculate the total all-inclusive price for any contract year are different from contract year 1 rates, provide an index for those years or provide rates for each staff level and each contract year for which there is a change. City of Sunny Isles Beach [Request for Proposal No. 15-12-01 32 . CITY OF SUNNY ISLES BEACH 18070 Collins Avenue Sunny Isles Beach, Florida 33160 s' ' NY 305.947.0606 es �a�• www.sibll.net O\' •, Y '. "%o. 1 '• rno� 4' fry`OF sU$P. FEDERAL SINGLE AUDIT PART 1 SCHEDULE OF PROFESSIONAL FEES AND EXPENSES FOR THE AUDIT OF THE SEPTEMBER 30, —2016-2018 FINANCIAL STATEMENTS: SUPPORTING SCHEDULE FOR AUDIT SERVICES Hours Proposed Hourly Rates Proposed Total Partners 1 _ $ 200 $ 200 Managers 2 $ 150 S 300 Supervisory Staff 12 S 100 S 1./00 Staff 10 _ $ 80 S 800 Other(specify) Subtotal 25 S 2,500 Other Expenses (specify): NONE Total All-Inclusive Price for Audit Services Year 1 S 2,500 Year 2 $ 2,500 Year 3 S 2,500 $7,500 Grand Total Price for Audit Services (3Years) Seven thousand and five hundred dollars Grand Total Price for Audit Services (3 Years) Written NOTE: If the proposed hourly rates used to calculate the total all-inclusive price for any contract year are different from contract year 1 rates, provide an index for those years or provide rates for each staff level and each contract year for which there is a change. City of Sunny Isles Beach I Request for Proposal No. 15-12-01 32 - CITY OF SUNNY ISLES BEACH 18070 Collins Avenue Sunny Isles Beach, Florida 33160 ti/"`'dpi 305.947.0606 2j,;'' •. www.sibfl.net "O n V • 5p '• too 4' C-41-OI sus EDP AUDITING SERVICES PART 1 SCHEDULE OF PROFESSIONAL FEES AND EXPENSES FOR THE AUDIT OF THE SEPTEMBER 30, —2016-2018 FINANCIAL STATEMENTS: SUPPORTING SCHEDULE FOR AUDIT SERVICES Hours Proposed Hourly Rates Proposed Total Partners 3 $ 200 $ 600 Managers _ 6 $ 150 _ $ 900 Supervisory Staff 36 S 100 _ $ 3,600 Staff _ 30 S 80 $ 2,400 Other(specify) Subtotal 75 S 7,500 Other Expenses(specify): NONE Total All-Inclusive Price for Audit Services Year 1 $ 7,500 Year 2 S 7,500 Year 3 S 7,500 $ 22,500 Grand Total Price for Audit Services (3Years) Twenty-two thousand and five hundred dollars Grand Total Price for Audit Services (3 Years)Written NOTE: If the proposed hourly rates used to calculate the total all-inclusive price for any contract year are different from contract year 1 rates, provide an index for those years or provide rates for each staff level and each contract year for which there is a change. City of Sunny Isles Beach I Request for Proposal No. 15-12-01 32 ° - - _ CITY OF SUNNY ISLES BEACH 18070 Collins Avenue Sunny Isles Beach, Florida 33160 s�N�IAF+ 305:947.0606 %' -- s • www.sibfl.net `1I' ,_C5 \n °tie .1 1 0 ei- �1f ,�,Ti O'� SE CI�r OI SUN��O CAFR (Preparing, Editing and Printing) PART 1 SCHEDULE OF PROFESSIONAL FEES AND EXPENSES FOR THE AUDIT OF THE SEPTEMBER 30, —2016-2018 FINANCIAL STATEMENTS: SUPPORTING SCHEDULE FOR AUDIT SERVICES Hours Proposed Hourly Rates Proposed Total Partners 2 $ 200 $ 400 Managers 4 S 150 S 600 Supervisory Staff 24 $ 100 $ 2,400 Staff 20 S 80 i 1,600 Other(specify) Subtotal 50 S 5,000 Other Expenses (specify): NONE Total All-Inclusive Price for Audit Services Year 1 S 5,000 Year 2 $ 5,000 Year 3 S 5,000 S 15,000 Grand Total Price for Audit Services (3Years) Fifteen thousand dollars Grand Total Price for Audit Services (3 Years)Written NOTE: If the proposed hourly rates used to calculate the total all-inclusive price for any contract year are different from contract year 1 rates, provide an index for those years or provide rates for each staff level and each contract year for which there is a change. City of Sunny Isles Beach !Request for Proposal No. 15-12-01 32 0 0 ® Keefe_ • ® ® CPA's + Trusted Advisors McCullough 0 ® SPECIFIC AUDIT APPROACH 0 0 m at -g -ntn C4 Segment g) • Preliminary Work & Final Work Reports 0 Risk Assessment 0 0 0 The first segment will be performed by two professional staff members and will encompass approximately 50 hours. 0 0 Obtain an understanding of the accounting and management systems including documentation of the system of internal control through 0 conferences with the various key finance department personnel and ® standardized checklists. O Obtain information needed to identify risk assessment by making certain inquiries and considering fraud risk factors and other information. 0 Segment 1 0 Obtain an understanding of the various funds, capital assets and long-term O Preliminary Work & debt utilized. Risk Assessment Review the grants, contracts and various revenue sources and complete O "Single Audit" checklist for determination of compliance audit and reporting O requirements for both Federal and State single audit purposes. O Review of bond indenture covenants and pertinent ordinances for ® determination and completion of compliance audit requirements. O Assess control risk and determine extent of testing. ® Review and perform certain transaction and procedural tests which will include the examination of source documents. These tests of the system will • include tests of cash receipts and disbursements, sales and utility billing, compliance, and payroll. Audit samples will be determined based on 0 transaction size and number of total transactions. 0 0 _ _ r � GiggD69,Gtitg Way ( 17 4Ilbtrm. supportaiL MCcpacom 0 www.RIVICcepa.com ggeMBEIM Rim Lauderdale,Raga 0 0 ® Keefe ® CPA's + Trusted Advisors MCCuLLough 0 ® Perform preliminary analytical review procedures. Review council and other pertinent minutes. ® Segment 1 Perform compliance audit procedures where necessary. ® Preliminary Work& Coordinate preparation of confirmation requests. ® Risk Assessment Working paper review. Plan the additional segments of the financial audit procedures with the City's ® finance personnel including a list of schedules and working papers to be ® prepared by client personnel. O ® 0 ® The second segment will be performed by two professional staff members and will encompass approximately 190 hours. ® Perform various tests and validation procedures on selected asset, liability and equity accounts in all funds and for capital assets and long-term debt. ® Examine certain revenue and expenditure accounts in all funds. ® Send confirmations where applicable. • ® Segment 2 Send correspondence to attorneys as necessary. ® Final Work Perform final compliance testing as necessary. ® Perform final analytical procedures. ® Obtain a management representation letter. ® Working paper review and proposed journal entry approval. ® Exit conference with City Manager. ® Sample sizes in the various phases of the engagement would be determined 9 based on population sizes, audit objectives and nature of transaction and/or ® account. We have standardized checklists and audit software that assists in the selection of these samples. Additionally, we would utilize both ® "statistical" and "non-statistical" methods to select certain test transactions. • r ® caiDss,utsay ®�-- QflGtLv support%aiKN1(icpacom 0 www.l8h-l€cpa.com ji Q771-0896 RIM Lauderdale,M 9 • • Keefe• ® ® CPA's + Trusted Advisors McCullough ® We will also utilize various forms of analytical procedures to accomplish ® certain audit objectives. We anticipate areas of concentration subject to Segment 2 analytical procedures to be services revenues and expenditures. We retain ® the right to use judgment as to the extent of analytical procedures to be 9 used based mainly on the results of other testing completed. Final Work 9 In addition, we utilize personal computers and paperless audit software, where applicable, in connection with our audit workpaper preparation and ® documentation. ® o 0 ® The third segment will be performed by two professional staff members and will encompass approximately 80 hours. 0 ® Preparation of the Basic Financial Statements. ® Preparation of Reports on Internal Controls and Compliance. ® Preparation of Report on Compliance and Internal Control over 9 Compliance Applicable to Each Major Federal Program and State Project in accordance with OMB Circular A-133. ® Segment 3 ® Preparation of Report to City Management which will include any material Reports weaknesses and any irregularities and illegal acts. Preparation of the management letter. ® Review of the financial statements, reports and other information. 0 Cold review of the financial statements, reports and other information. 0 ® OO 0 0 • ® =M 411000? supponri7NMCcpacom424 934.771.0896 A Keefe I • 16 CPA's + Trusted Advisors McCullough ® c. Provide the names of the partner and manager that will be assigned to this engagement and the • extent of their involvement with this engagement. Provide a positive statement that any substitution 0 of these individuals must be approved by the City prior to any changes in staffing. Our proposed audit team is comprised of the following principal supervisory and management staff: • William G. Benson, C.P.A. Engagement Partner Cynthia L. Calvert, C.P.A. Second Review Partner Q Marc A. Grace, C.P.A. Manager • Stephen E. Emery, C.P.A. Supervisor • We agree that any substitution of any of these individuals must be approved by the City prior to any ® change in staffing. • d. Provide the proposed schedule for the audit. This should be detailed to show beginning and ending dates of field work, dates projected for submission of draft reports, and the date for delivery of the • Auditor's reports on the completed CAFR. O Our proposed schedule for the audit is as follows: ® Phase: _ Completed By: Interim Work August 31 • Detailed Audit Plan to City August 31 ® Fieldwork December 31 Draft Reports January 15 ® Final Report to City February 28 ® e. Provide the anticipated use of City staff members. it is our policy to utilize the talents of our client's personnel wherever and whenever possible for e efficiency and effectiveness. • f. Provide at least five (5)client references within the State of Florida. Of these,at least three (3) must be local governmental units. References should include the name and telephone number of a contact person. ® You may call the following individuals concerning our firm's capabilities, accessibility and responsiveness. • City of Key West Town of Davie • Ms. Nancy Kielman, Finance Director Mr. William W. Ackerman, Budget & Finance Director • 305-809-3822 954-797-1050 • City of Lake Worth City of Plantation Ms. Corrine Elliott, Controller Ms. Mary Fowler, Director of Financial Services 561-586-1654 954-797-2202 • City of Lighthouse Point Town of Davie ® Mr. Frank DiPaolo, Director of Finance Mr. William W. Ackerman, Budget & Finance Director 954-943-6500 954-797-1050 • Oegaractgsigrag �, Qk1� �� suppor a1NWepacom www.I MCcpacom V 954.771.0896 g883 Lauderdale,RaeW 0 ® Keefe_ I ® CPA's + Trusted Advisors McCullough g. Prior engagement with the City of Sunny Isles Beach: List separately all engagements within the last five years, ranked n the basis of total staff hours,for the City of Sunny Isles Beach by type of engagement (i.e. audit, management advisory services, other). Indicate the scope of work, date, 0 engagement partners,total hours,the location of the firm's office from which the engagement was ® performed, and the name and telephone number of the principal client contact. ® Ms. Audra Curts-Whann, CPA, Finance Director ® City of Sunny Isles Beach 305-792-1775 ® Scope of work: Annual financial and compliance audits of the City ® Assistance in helping the City obtain the Certificate of Achievement for Excellence in Financial ® Reporting issued by the Government Finance Officers Association Date of Work: 2010 through 2015 ® Engagement partner(s): Cynthia L. Calvert, C.P.A. ® Office location: Fort Lauderdale ® h. Similar Engagements with Other Government Entities: For the Firm's office that will be assigned ® responsibility for the audit, list the most significant Florida municipal engagements (maximum of 5) performed in the last five years that are similar to the engagement described in this request for ® proposal. These engagements should be ranked on the basis of tal staff hours. Indicate the scope of work, date, engagement partners,total hours, and the name and telephone number of the principal ® client contact. Also, include experience in assisting other municipal clients in obtaining the GFOA ® Certificate of Achievement for Excellence in Financial Reporting and implementation of GASB 34. ® Ms. Nancy S. Kielman, Finance Director ® City of Key West 3104 Flagler Avenue ® Key West, FL 33040 ® Phone: 305-809-3821, Fax: 305-809-3886, E-mail: ngibson@cityofkeywest-fl.gov Scope of services: ® Annual financial and compliance audits of the City Assistance in helping the City obtain the Certificate of Achievement for Excellence in Financial ® Reporting issued by the Government Finance Officers Association ® Assistance in helping the City comply with the requirements of Governmental Accounting Standards Board Statements and related pronouncements ® Date of project: 2008 through present ® Hours: 1,000 Engagement Partners: William G. Benson, C.P.A./ Israel J. Gomez, C.P.A. ® Ms. Mary Fowler, Controller City of Plantation, Florida ® 400 N.W. 73rd Avenue ® Plantation, FL 33317 Phone: 954-797-2202, Fax: 954-797-2756, E-mail: mayor@plantation.org 0 Scope of services: ® Annual financial and compliance audits of the City and its blended component units Assistance in helping the City comply with the requirements of Governmental Accounting ® Standards Board Statements and related pronouncements ® Date of project: 1994 through present Hours: 900 ® Engagement Partners: William G. Benson, C.P.A. iitimmitsitsamblbay -- ® a 411100mo supponQRMCcpacom 0 eWw.RMGcpa.com e ® Keefe ® CPA's + Trusted Advisors cCullough ® Ms. Corinne V. Elliott, Controller ® City of Lake Worth, Florida 7 North Dixie Highway ® Lake Worth, FL 33460 • Phone: 561-586-1654, E-mail: celliott@lakeworth.org Scope of services: ® Annual financial and compliance audits of the City ® Assistance in helping the City obtain the Certificate of Achievement for Excellence in Financial Reporting issued by the Government Finance Officers Association • Date of project: 2014 through present ® Hours: 850 Engagement Partners: Israel 1. Gomez, C.P.A. Mr. Gary S. Clinton, CPA, CPFO, Finance Director Village of Pinecrest ® 12645 Pinecrest Parkway Pinecrest, FL 33156-5931 • Phone: 305-234-2121, Fax: 305-234-2131, E-mail: finance@pinecrest-fl.gov ® Scope of services: Annual financial and compliance audits of the Village ® Assistance in helping the Village obtain the Certificate of Achievement for Excellence in Financial ® Reporting issued by the Government Finance Officers Association Date of project: 2008 through present • Hours: 450 ® Engagement Partners: Cynthia L. Calvert, C.P.A. • Mr. Brian K. Raducci, Finance Director ® City of Aventura 19200 West Country Club Drive ® Aventura, FL 33180 Phone: 305-466-8900, Fax: 305-466-8939, E-mail: braducci@cityofaventura.com Scope of services: • Annual financial and compliance audits of the City Assistance in helping the City obtain the Certificate of Achievement for Excellence in Financial ® Reporting issued by the Government Finance Officers Association ® Date of project: 2000 through present Hours: 400 ® Engagement Partners: Israel I. Gomez, C.P.A. • • In addition to performing over eighteen (18) South Florida municipalities, our firm presently audits over sixty ® (60) school audits and over one hundred (100) South Florida not-for-profit organizations. • • • • • • ® _ tiffi964111 - ®: VH7 ealbffetre ® supportriiAMCcpacom eww.RMCcpacom � 954.771.0806 Mai Lauderdale,blit. A • • • • ® CPA's + Trusted Advisors Keefe • McCullough • • • • • • • • • • • TEAV MEV EIER PROFILES • • Section III • • • • • • • • • • • • • • • • • • • • • =a Federal Mao Wm supponriilc,\1Cepacom 0 wwrc.KMCcpa.com e 93 .771.0896 • i Lauderdale,Qj, • • -'aiIt' iiil � ± - 1 •® t BILL BENSON/ C.Po1 ® I Managing Partner ® ;.Or : "` ._ � i; .� l illi_ 01:: • yIi ° EXPERIENCE • ffi ��McCullough , l it Ct4 i ¶, = J I (4 Ia Ijr `Qo EDUCATION '• t ).. • ' ' - `p [}t,(Business Administration(,tt Accounting) Ili 1 , u,....4 m•;}} r -, , f 11 III 4 o Washington ILt�Nhft t I" , PROFESSIONAL ORGANIZATIONS .t , I` American Ongara2Cifeertified Public Accountants Florida (. Certified Public Accountants ? Florida Government Mona Officers Association 1 �l/ rgn COMMUNITY LEADERSHIP _ _ Food{.Tlf�Poor ® 3 I I Uzdn chair of board, treasurer, president) ® 1 I' ® j" i/ _ -T- i, Catholic Community Foundation ( _ I (board chair, treasurer) ` 1) fro ® - [1:{ EQBroward - + -4---4.: tag president, treasurer) : • L. / oA i, Leadership Broward :14. I �. • • • ® EXPERIENCE 0 ® Bill Benson has attended seminars and courses dealing with accounting and audit problems, reporting and disclosure 0 issues. These courses include accounting and reporting for nonprofit organizations, governmental entities and the federal and Florida Single Audit Acts. He is experienced and qualified with respect to "Yellow Book", OMB Circular A-133 ® and Rules of the Auditor General of the State of Florida compliance auditing reporting. Bill has experience dealing O directly with the State of Florida Department of Children and Families concerning various compliance, audit and other ® issues. Bill assists his clients in many areas of accounting including restructuring their existing loan agreements and bond O indentures, developing annual operating budgets, assisting with their dealings with financial institutions and the ® development of business plans, financial planning and proforma financial statements. 0 ® Bill takes great pride in his community involvement. He is the Vice President of the Board of Directors of St. Thomas 8 Aquinas High School Foundation. He is Vice President of the Board of Directors of Food for the Poor. He is board chair ® and treasurer of the Catholic Community Foundation of the Archdiocese of Miami and a member of the Finance Council 0 of the Archdiocese of Miami. 0 CPA's + TrustedAdvisors Keefe ® McCullough • ® BILL BENSON, C.P.A. Continued ® ENGAGEMENT EXPERIENCE ® Keefe McCullough Audit Engagements: ® GOVERNMENTS SPECIAL TAXING DISTRICTS • * Broward County League of Cities, Inc. * Boynton Village Community Development District ® * City of Aventura, Florida * Coral Springs Improvement District ® * City of Hollywood (Internal audit) * Downtown Development Authority * City of Key West, Florida * Fiddler's Creek II Community Development District ® * City of Marathon, Florida * Gateway Services Community Development District • * City of Margate, Florida * Heritage Harbour Market Place Community * City of Miami, Florida Development District ® * City of Plantation, Florida * Heritage Harbour South Community Development ® * City of South Miami, Florida District ® * City of Weston, Florida * Hillsboro Inlet District ® * Islamorada,Village of Islands, Florida * Key Largo Fire Rescue and EMS District * The Town Foundation, Inc. * Lake Powell Community Development District Q * Town of Surfside, Florida * Landmark at Doral Community Development District ® * Village of Pinecrest, Florida * Lexington Oaks Community Development District * Meadow Pointe Community Development District ® * North Springs Improvement District • * Old Palm Community Development District ® * Orchid Grove Community Development District Q * Park Place Community Development District * Sarasota National Community Development District ® * South Dade Venture Community Development District ® * Stevens Plantation Community Development District ® * Stonegate Community Development District StoneLake Ranch Community Development District ® * Treaty Oaks Community Development District Q * University Square Community Development District 0 * Verandah West Community Development District * Viera East Community Development District ® * VillaSol Community Development District Q * Vizcaya Community Development District ® * Wentworth Estates Community Development District * Woodland Hammock Community Development ® District • 0 • ai lE,Federal highway MI/ O support@uKM( cpa.com © www.kMCcpaCOM el 964.771 0896 FR) hyo FL 33308 • ! I ,,i) • I , p CYNTHIA CALVERT° C.Pono ,,fes •o, iPartner ® '€ + ,I( I 0 EXPERIENCE ® X 1 1 l I, 1 ' OT alifgaBee(321b Mc@ullough \tell f ». .d _ EDUCATION a1 � ;( B.A.(PoliticalL Auburn 'V\ -- IL • s- t . )� ,Act, bi, B.B.A. (Accounting)Florida Atlantic Dila • l_ v L • ' 1 11 I �'pll J' PROFESSIONAL ORGANIZATIONS r >:_ 1$ -� ,`-- t-. V - 043._, American / Q ,,.r��flertifiedPublic Accountants • _ 1. . 1 " ,'%._0(. , I --"' Florida n&€ertifiedPublic Accountants ® — -,� 1 a+a�(1;• Florida Government ,(�- Officers Association ® • I , n o. .j COMMUNITY LEADERSHIP 4 _' `t Make A Wish Foundation of Southern Florida p I f}I , \ l j� (founding board member and board member emeritus) M� tl 1 �l . • #a J' Plantation Junior Women's t . • • r" I (past president) •- ' -r< e (1j 1( +.t I + l trQ (tligLauderdale • - —' ifv‘ 1 � + ,- (past treasurer) { \fb.2.-:;-;.,---. I • II `'I l _ 1 y —_ f • • EXPERIENCE ® Cynthia Calvert has attended seminars and courses dealing with accounting and audit problems, reporting and disclosure issues. These courses include accounting and reporting for nonprofit organizations,governmental entities and the • federal and Florida Single Audit Acts. She is experienced and qualified with respect to "Yellow Book", OMB Circular A- • 133 and Rules of the Auditor General of the State of Florida compliance auditing reporting. Cynthia has experience • dealing directly with the State of Florida Department of Children and Families concerning various compliance, audit and • other issues. She has assisted municipalities and other governmental entities in planning for and implementing GASB-34, • Basic Financial Statements ad Management's Discussion and Analysis for State and Local Governments(the Financial • Reporting Model). Cynthia was a participant in State of Florida Auditor General seminar for local governments and nonprofits regarding the Florida Single Audit Act as well as various seminars and in-house training programs concerning 0 the requirements of GASB-34. 0 0 ® Cynthia has long been involved in community leadership. She was one of the founding board members for Make-A-Wish Foundation of Southern Florida. She was the past president of the Plantation Junior Women's Club and the past ® treasurer of the Junior League of Greater Fort Lauderdale. Cynthia was previously a Director of DALI's, auxiliary of Young 0 at Art and Friends of Gilda's Club of South Florida. She is also a member of the Leadership Broward Foundation, Inc. a • • 0 0 ® Keefe_ o • ® CPA's + Trusted Advisors McCullough 0 0 CINDY CALVERT, C.P.A. • Continued ENGAGEMENT EXPERIENCE • • Keefe McCullough Audit Engagements: • SPECIAL TAXING DISTRICTS SPECIAL TAXING DISTRICTS continued • * Boynton Village Community Development District * South Dade Venture Community Development • * Championsgate Community Development District District • * Coral Springs Improvement District * Stevens Plantation Community Development * Deer Island Community Development District District • * Downtown Development Authority * Viera East Community Development District ® * Downtown Fort Lauderdale Transportation * VillaSol Community Development District Management Association * Wentworth Estates Community Development • * East Homestead Community Development District District • * Fiddler's Creek II Community Development District GOVERNMENTS 0 * Gateway Services Community Development • District * Broward County League of Cities, Inc. * Habitat Community Development District * City of Aventura Police Officers Retirement Plan • * Heritage Greens Community Development District * City of Aventura, Florida • * Heritage Harbour Market Place Community * City of Coconut Creek, Florida • Development District * City of Dania Beach, Florida * Heritage Harbour South Community Development * City of Key West, Florida • District * City of Marathon, Florida • * Julington Creek Plantation Development District * City of Margate, Florida * Key Largo Fire Rescue and EMS District * City of Parkland, Florida ® * Lake Powell Community Development District * City of Plantation, Florida • * Landmark at Doral Community Development * City of South Miami, Florida District * City of Sunny Isles Beach, Florida 0 * Lexington Oaks Community Development District * City of Weston, Florida • * Margate Community Redevelopment Agency * City of Wilton Manors, Florida * Meadow Pines Community Development District * Islamorada,Village of Islands, Florida • * Meadow Pointe Community Development District * North Bay Village, Florida • * Monterra Community Development District * The Town Foundation, Inc. * Narcoossee Community Development District * Town of Golden Beach, Florida • * Old Palm Community Development District * Town of Pembroke Park, Florida • * Palm Bay Community Development District * Town of Southwest Ranches, Florida * Park Place Community Development District * Village of Pinecrest, Florida • * Parklands West Community Development District * Village of Sea Ranch Lakes, Florida • * Pine Air Lakes Community Development District * Plantation Acres Improvement District • * Remington Community Development District • * Renaissance Community Development District * Sarasota National Community Development • District 0 0 _ mks,Rderal Mazy ® f1�7 aranuar ® support..rlcMGcpacom • Ra( I • ® , ® MARC no GRACE C.P.A. -7; ® Associate Partnere ik a ® EXPERIENCE . �„ S H G ” �'� • -flims,', ® k -oar Ee years McCullough2:31. 3,4,-` ® awzryee(yof Plantation Ne g EQMorgan Stanley EDUCATION BB��A.. (Business Administration) Nova,South astern "` ® MACC(Accounting) Nova Southeast University •® i I OTHER EXPERIENCE i ® 0 Attended numerous courses&E seminars dealing ® Etaaccountingelitlaudit problems and reporting aid disclosure 0=O6 include accounting EMI ® reportingQ_Qnonprofit organizations governmental pff.Jg - Federal ar3 Florida Single Audit Acts). ® > ® 0 Ex erienced FLM qualifiediM respect{' Yellow: • Book'a OMB Circular A-133 ED:.J Rules of the'Auditor General cat)State07Flonda compliance auditing ® m:Jreporting. ® = 0• 0 • A 0 • O • • afigka Federal 0) Mate 0 supporlla;R\IGcpacoin I e 91-.7710896 • gtro Lauderdale,% T__� 0 0 • Keefe0 I • ® CPA's + Trusted Advisors McCullough 0 0 • MARC GRACE, C.P.A. Continued A • ENGAGEMENT EXPERIENCE • Keefe McCullough Audit Engagements: • GOVERNMENTS NOT-FOR-PROFITS • • * City of Key West, Florida * Achievement and Rehabilitation Centers * City of Lake Worth, Florida * Almarie Outreach Ministries, Inc. • * City of Marathon, Florida * Ann Storck Center, Inc. * City of Plantation, Florida * BARC Housing, Inc. • * City of Sunny Isles Beach, Florida * Broward County Bar Association, Inc. ® Islamorada, Village of Islands, Florida * Broward House, Inc. • * Center for Family and Child Enrichment, Inc. SPECIAL TAXING DISTRICTS * Center for Independent Living of South Florida, Inc. • * Children's Diagnostic & Treatment Center, Inc. • * Boynton Village Community Development District * FAU Clinical Practice Organization, Inc. * Coral Springs Improvement District * FAU Finance Corporation • * Deer Island Community Development District * Feeding South Florida, Inc. * Downtown Development Authority * Jewish Association for Residential Care, Inc. • * Downtown Fort Lauderdale Transportation * The Slomin Family Center for Autism and Related • Management Association, Inc. Disabilities, Inc. * Fiddler's Creek II Community Development District * South County Mental Health Center, Inc. • * Florida Atlantic Research and Development • Authority FOUNDATIONS * Key Largo Fire Rescue and EMS District • * Lake Powell Community Development District * Broward College Foundation, Inc. • * Landmark at Doral Community Development District * Community Television Foundation of South Florida, * Lexington Oaks Community Development District Inc. • * Meadow Pointe Community Development District * Community Foundation of Broward, Inc. ® Mediterra North Community Development District * The Dan Marino Foundation, Inc. * Mediterra South Community Development District * Florida Atlantic University Foundation, Inc. • Messianique Training Center& Institute, Inc. * South County Foundation for Mental Health * Miromar Lakes Community Development District * WPBT Communications Foundation, Inc. • * North Springs Improvement District • * Palm Bay Community Development District * Park Place Community Development District • * Parklands West Community Development District • * Sarasota National Community Development District * Stevens Plantation Community Development • District • * StoneLake Ranch Community Development District * University Square Community Development District • * Verandah West Community Development District • • • • • WS%Federal Wag . a Cellar (0)support[t' MCkpacom V'[]' a e 954.771.0896 Lauderdale.MIME). ® .-k - ® STEP HEN_Ie4 EMERY, C Pa z= ® , r # w' ,_ Supervisor + ' ; ® 4, I ® EXPERIENCEz's -x--, •ri � a-- c., yearsenKeefe cCullough> � -`a (3MyC ® �. EDUCATION ® It' BA('Accoun'ting) University of'Florida g.s4 ;- -' ® Masters (Accounting) University of Florida '- t f = {rv i. n.. ® PROFESSIONAL ORGANIZATIONS3, , d, • American of Certified Public Accountant ` • ' ik Florida Institu_te,of Certified Public Accountants' -!--.-s: OTHER EXPERIENCE 4 4. x 1 - 0 Attended numeious coursesniu dealing .\\__ accounting audit problems, reporting ) disclosure 3 include accounting; reporting for nonprofit organizations,governmental > k s , Galtgiattea Federal ead Florida Single Audit Acts). } O Experienced QiYfJ.qualified respect to "Yellow _ Book Jr,OMBf ...7A-1338 JRulesof(, - Auditor \ i h of the State l:_QFlorida compliance auditing I ' . re ortin P g • r 0 0 0 0 0 0 0 0 0 0 0 r --- - EMINEly • ( fl La Federal Q1i1Lj=Lauderdale. ® support r I kiCcpacom 954.771 0396 ___]0 (i�il Lauderdale,R}3308 ® pK�e_efe ® CPA's + Trusted Advisors McCullough ® STEPHEN EMERY, C.P.A. Continued • ® ENGAGEMENT EXPERIENCE ® Keefe McCullough Audit Engagements: ® GOVERNMENTS SCHOOLS • • * City of Aventura, Florida * Aventura City of Excellence School * City of Key West, Florida * The Florida Christian School of Dade County, Inc. • * City of Sunny Isles Beach, Florida Sigsbee Charter School ® * City of Weston, Florida ® CORPORATE AND FOR-PROFIT NOT-FOR-PROFITS • Aaxon Holdings, Inc. * 1000 Club to Benefit Cancer, Inc. * Applebaum &Associates, South, Inc. • * ARC of South Florida, Inc. * FDL Holdings, Inc. ® * Archways, Inc. Johnson-Davis, Incorporated * Broward County League of Cities * Lady of America Franchise Corporation ® * The Children's Healing Institute * Master Mechanical Services, Inc. * Community Television Foundation of South Florida, * Pallet Consultants Enterprises, Inc. ® Inc. * Russell Engineering, Inc. ® * Domestic Abuse Shelter, Inc. * Universal Electric of Florida, Inc. * First Presbyterian Church of Coral Springs, Inc. ® * The Florida Missions Council, Inc. EMPLOYEE BENEFIT PLANS * Impact Broward, Inc. * The South Florida Church of Christ, Inc. * American Media, Inc. Employee Profit Sharing Plan ® * Take Stock in Children, Inc. * Community Television Foundation of South Florida, ® * U.S. Border Control Inc. 401(k) Profit Sharing Plan * Community Television Foundation of South Florida, ® FOUNDATIONS Inc. Retirement Plan ® * The Florida Christian School of Dade County * Monroe County Education foundation, Inc. Retirement Plan ® * The Town Foundation, Inc. Johnson-Davis, Incorporated Savings and ® * WPBT Communications Foundation, Inc. Retirement Plan • • • • • • • • • • CEIBRUftskr aragew ® supportrit)RMCcpa.com 0 e 771.0896 ®. MELauderdale,lel, • • • pKppe_e++fe to • CPA's + Trusted Advisors I�Icl,u«ough • • • • • • • • • • • PEER REVIEW DOCU V ENTS •• • Section IV • • • • • • • • • • • • • • • • • • '!I • • (5r�1�Federal '�. ffe supporI@1& i pacom + y e touvam • r•' m Lauu derdale,Q6 gffill3 0 O O • Keefe CPA's + Trusted Advisors ® McCullough O O ® AJK ® AJK, LLC O CERTIFIED PUBLIC ACCOUNTANTS P.O.Box 609 0 405 Second Street 0 Manchester.GA 31816 1706)84643401 O Fax(706)846.3370 • O ® SYSTEM REVIEW REPORT O ® To the owners O Kccfc,McCullough&Co.. LLP And the Peer Review Committee of the Florida Institute of CPAs O O We have reviewed the system of quality control for the accounting and auditing practice of Keefe. McCullough &Co., LLP (the firm)in effect for the year ended August ® 31, 2014. Our peer review was conducted in accordance with the Standards for Performing and Reporting on Peer Reviews established by the Peer Review Board of the ® American Institute of Certified Public Accountants. As a part of our peer review, we ® considered reviews by regulatory entities, if applicable, in determining the nature and ® extent of our procedures. The firm is responsible for designing a system of quality control and complying with it to provide the firm with reasonable assurance of O performing and reporting in conformity with applicable professional standards in all material respects. Our responsibility is to express an opinion on the design of the system ® of quality control and the firm's compliance therewith based on our review. The nature, ® objectives, scope. limitations of, and the procedures performed in a System Review are described in the standards at www.aicpa.org/prsummary. ® As required by the standards, engagements selected for review included engagements performed under Government Auditing Standards and audits of employee ® benefit plans. ® In our opinion, the system of quality control for the accounting and auditing O practice of Keefe, McCullough & Co.. LLP in effect for the year ended August 31,2014. ® has been suitably designed and complied with to provide the firm with reasonable assurance of performing and reporting in conformity with applicable professional ® standards in all material respects. Firms can receive a rating of pass, pass with defrciency(ies), or jail. Keefe. McCullough & Co.. LI.P has received a peer review rating ® of pass. 4Mannhc t r, Georgia ® December 4,2014 O ® MEMBERS OF AMERICAN INSTITUTE OF CERTIFIED PUBLIC CONNTANTS GW P GEORGIA SOciEtY OF CERTtFIUUL1C ACCCOUU NTANTS �� �� (M)5:9, 1ra�,, `. ( Federal 'o, fH7 QDG'Qcg support@RMeepa.com www.KMCcpa.com 0 Q1771.0896 gra Lauderdale.[,igea O 0 ® i0 CPA'sKeefe ® + Trusted Advisors McCullough 0 0 0 0 [FDA AICPA) 0 FICPA Pea Roan/Paw= nCPA Pen Review Pn9nm keener al in Fle+iu tl ele Amnirsluea in Baca a the ib:as IrEa Lee e'CFAs lb Ca Inst lie Cves ® March 26,2015 ® Joseph D. Leo,CPA A Keefe,McCullough&Co.. LLP 6550 N Federal Hwy., Ste.410 ® Fort Lauderdale, FL 33308 ® Dear Mr. Leo: ® It is my pleasure to notify you that on March 19.2015 the Florida Peer Review Committee ® accepted the report on the most recent system peer review of your firm. The due date for ® your next review is February 28, 2018. This is the date by which all review documents should be completed and submitted to the administering entity. If your due date falls between January and April, you can arrange to have your review a few months earlier to avoid having a review during tax season. As you know, the report had a peer review rating of pass. The Committee asked me to convey its congratulations to the firm. ® Sincerely, ® Paul N. Brown,CPA,CGMA Director of Technical Services 0 ® cc: David C.Jordan.CPA 0 ® Firm Number: 10036786 Review Number: 366979 A 0 0 0 0 r � �8t �[]� ®r 4W) m[ 0 support R\1Cepa.com t) www.KN1Qcpa.com 934.771.0896 A QM Lauderdale,FL 33308 0 0 • ® ® CPA's + Trusted Advisors Keefe ® McCullough 0 0 ® AICPAY PEER REVIEW PROGRAM 0 • is proud to present this ® Certificate of Recognition ® to 0 ® KEEFE, MCCULLOUGH & COMPANY, LLP ® For having a system of quality control for its accounting and auditing practice in effect for the year ended ® August 31, 2014 which has been designed to meet the requirements of the quality control standards for an accounting and auditing practice established by the AICPA and which was complied with during the year ® then ended to provide the firm with reasonable assurance of conforming with professional standard& 0 wRra r Ch-a .UCPA Yen Ririe..Bond tots 0 0 0 0 O0 0 ® ` , alOttiffisa supponcFr,RKK?cpacom t www.K.Mecpaaom () 934.771.0896 �_ RIM Lauderdale.01 a a ® Keefe ® ® CPA's + Trusted Advisors McCullough 9 RICK SCOTT,GOVERNOR STATE OF FLORIDA KEN LAWSON,SECRETARY ® DEPARTMENT OF BUSINESS AND OF PROFESSIONAL FESC ONAL REGULATION ACCOUNTANCY /v. El . 4 LICENSE NUMBER ADUUM282 • r• C lj ® ,a. . The ACCOUNTANCY PARTNERSHIP 'f ❑ .i: � • Named below IS LICENSED e- ® Under.the provisions of Chapter 473 FS. ® Expiration date: DEC 31,2015 ® - KEEFE,MCCULLOUGH&CO., LIP - • 6550 NFEDERAL-HWY.STE 410` _. �� ,p ® FT LAUDERDALE —FL 33306 - � �� '•>Z-\� O\� L• e _ 0 -- - 2 "SC \ '•�, _\\\: •.. . . ® ISSUED: 11/13/2013 5E00 11311130001677 DISPLAY AS REQUIRED BY LAW 0 0 000 000 0 0 0 0 0 0 0can9l Federal m O supportQYMlcpa.com www.AMCcpacom e 934.771.0896 Ron Lauderdale,&MO 2 - •- CITY OF SUNNY ISLES BEACH 18070 Collins Avenue Sunny Isles Beach, Florida 33160 305.947.0606 ` www.sibfl.net "( • G sf a G Cin 01 SUN�N ® DELIVER TO: REQUEST FOR PROPOSAL ® City of Sunny Isles Beach SECTION 5 OPENING: 2:30 P.M. City Clerk PROPOSAL SUBMITTAL 12/30/2015 ® 18070 Collins Avenue FORMS ® Sunny Isles Beach, FL 33160 ® PLEASE QUOTE PRICES F.O.B. DESTINATION, LESS TAXES, DELIVERED IN ® CITY OF SUNNY ISLES BEACH, FLORIDA ® NOTE: City of Sunny Isles Beach is exempt from all taxes (Federal, State, and Local). Proposal price should be less all taxes. Tax Exemption Certificate furnished upon request. ® Issued by: Purchasing Agent Date Issued: This Proposal Submittal Consists of ® Andrew J. Rozwadowski 12/1/2015 Pages 31 through 36 Sealed proposals are subject to the Terms and Conditions of this Request for Proposal and the 0 accompanying Proposal Submittal. Such other contract provisions, specifications, drawings or other data ® as are attached or incorporated by reference in the Proposal Submittal, will be received at the office of the ® City Clerk at the address shown above until the above stated time and date, and at that time, publicly opened for furnishing the supplies or services described in the accompanying Proposal Submittal Requirement. ® RFP 15-12-01 ® PROFESSIONAL AUDITING SERVICES ® Procurement Agent: Firm Name: Andrew Rozwadowski ® Keefe McCullough ® Commodiry Code(s): ® FAILURE TO SIGN PAGE 34 OF SECTION 5 PROPOSAL SUBMITTAL WILL RENDER YOUR ® PROPOSAL NON-RESPONSIVE 0 ® City of Sunny Isles Beach I Request for Proposal No. 15-12-01 28 0 - CITY OF SUNNY ISLES BEACH 18070 Collins Avenue Sunny Isles Beach, Florida 33160. ""`'tlF j 305.947.0606 www.sibfl.net yy. `O� f ® C'4'OF SU"/31° ® SECTION 5 PROPOSAL SUBMITTAL FOR: • ® ACKNOWLEDGEMENT OF ADDENDA • • • INSTRUCTIONS: COMPLETE PART I OR PART II, WHICHEVER APPLIES • PART I: • LIST BELOW ARE THE DATES OF ISSUE FOR EACH ADDENDUM RECEIVED IN CONNECTION WITH THIS PROPOSAL ® Addendum #1, Dated December 2, 2015 ® Addendum #2, Dated December 17, 2015 Addendum #3, Dated ® Addendum #4, Dated Addendum #5, Dated Addendum #6, Dated Addendum #7, Dated ® Addendum #8, Dated ® PART II: ® ❑ NO ADDENDUM WAS RECEIVED IN CONNECTION WITH THIS PROPOSAL ® FIRM NAME: Keefe McCullough \ ® AUTHORIZED SIGNATURE: \T\AM" DATE: December 30, 2015 ® TITLE OF OFFICER: Managing Partner City of Sunny Isles Beach I Request for Proposal No. 15-12-01 29 • • • • SUNNY isze ® _ • F n u L.,- t i• 9FL0a\O 54.P CO OF SUN 0 ® Addendum No. 1 ® CITY OF SUNNY ISLES BEACH ® Professional Auditing Services • CITY RFP NO. 15-12-01 ® To All Bidders: ® Bidders for the above-referenced project shall take note of the following changes, additions, deletions, clarifications, etc. to the Plans and Specifications, which in ® accordance with the Contract Documents shall become a part of and have precedence ® over anything shown or described otherwise. 0 ® Page 9, Section 2.2 "Pre-Proposal Conference" reflects the incorrect date of December ® 9, 2015. The Non-Mandatory Pre-Proposal Conference is scheduled for December 10, ® 2015 at 11:00 a.m. in the First Floor Meeting Room of the Sunny Isles Beach Government Center. ® Replace page 9 with the attached the revised page. ® END OF SECTION 0 0 • ® Wednesday, December 02, 2015 • ® • CITY OF SUNNY ISLES BEACH • • 18070 Collins Avenue • Sunny Isles Beach,Florida 33160SUNNY is le 305.947.0606 os ``s.\, • _ _ vrvnv.sibll.net P_ la. n — CM"OF SUN 04 Section 2 Special Terms and Conditions ® 2.1 PURPOSE OF PROPOSAL: ® The City of Sunny Isles Beach, Florida, (the"City") a municipality located in Miami-Dade County, ® Florida, requests qualified Proposers ("Proposers")to submit proposals for Professional Auditing Services ("Services"). The contract will be awarded by the City to the Proposer whose proposal ® best serves the interests of, and represents the best value to,the City in accordance with the criteria set forth in Section 62-8 of the City Code. ® 2.2 PRE-PROPOSAL CONFERENCE ® Non-Mandatory 12/09/201512/10/2015 at 11:00 AM ® 2.3 TERM ® Three (3) years, with the initial fiscal year ending September 30, 2016. We will also consider an ® option of two(2) one(1) year renewals for a total of a five(5) year term. ® 2.4 OPTIONS TO RENEW An option of two(2)one (1) year renewals totaling five (5)years ® 2.5 METHOD OF AWARD Contract shall be awarded to the most responsible and responsive proposer whose proposal best ® serves the interest of and represents the best value to the City in conformity with the criteria set forth in Florida Statute 218.391 and in accordance with Section 62-8 of the Code of Ordinances of ® the City of Sunny Isles Beach. Selection shall be by the Audit Committee selected by the City of ® Sunny Isles Beach. ® 2.6 PRICE ® Hourly rates shall remain fixed and firm through the term of the contract. 9 2.7 PERFORMANCE BOND ® Intentionally Omitted ® 2.8 BID BOND ® Intentionally Omitted ® 2.9 DELIVERY ® Definite Delivery ® City of Sunny Isles Beach I Request for Proposal No. 15-12-01 9 ® s‘lpswr /Ste- ® p ,✓�=mow. d t x V i I ® • : . +. ' S L - • P r 9 SF -1• F L O R\� 54' e C'ry OF SUN Pao ® Addendum No. 2 ® CITY OF SUNNY ISLES BEACH ® Professional Auditing Services ® CITY RFP NO. 15-12-01 ® To All Bidders: ® Bidders for the above-referenced project shall take note of the following changes, additions, deletions, clarifications, etc. to the Plans and Specifications, which in ® accordance with the Contract Documents shall become a part of and have precedence ® over anything shown or described otherwise. > Response to Questions: ® • What are the auditing fees for the previous three years? ® 2012/2013 2014/2015 2015/2016 O $42,600 $43,000 $43,500 ® • Is the current CPA Firm allowed to bid? Yes, the current CPA firm may submit a bid. ® • Why is the City going out for RFP? The City is currently going out for a new RFP because our current contract is expiring. 0 • Section 1 Instructions to Proposer, 1.23 Liability, Insurance, Permits and ® Licenses: Contractors shall include current Miami-Dade County Certificates of Competency— is this RFP only open to Miami-Dade County ® and the City of Sunny Isles Beach? ® No, this RFP is not restricted to businesses headquartered in Miami-Dade County and/or the City of Sunny Isles Beach; licensure and business ® registrations should simply allow the firm to operate in Miami-Dade County ® and the City of Sunny Isles Beach. Thursday, December I 7, 2015 O ®0 • Section 3.10: Proposal Requirements and Format; specifically, the 15 ® page limit. O Unclear as to what this limit includes as the RFP asks for quite a bit of ® information and that responses should be detailed and thorough as possible. ® There is no page limitation. • • • • END OF SECTION 0 0 0 0 0 0 0 0 0 0 0 0 O Thursday, December 17. 2015 CITY OF SUNNY ISLES BEACH 18070 Collins Avenue • Sunny Isles Beach, Florida 33160 Sown is( 305.947.0606 ` ' www.sibf.net• to "� "O• o ® � qr' Of SUN N to PROPOSAL SUBMITTAL FORM ® The undersigned Proposer proposes and agrees, if this Proposal is accepted, to enter into an agreement with the City of Sunny Isles Beach to perform and furnish all Services as specified or indicated in the ® Contract Documents for the Contract Price and within the Contract Time indicated in this Proposal and in accordance with the other terms and conditions of the Contract Documents. ® The Proposer accepts all of the terms and conditions of the Advertisement or Request for Proposal and ® Instructions to Proposers, including without limitation those dealing with the disposition of bid Security. This Proposal will remain subject to acceptance for 90 days after the day of Proposal opening. The Proposers ® agrees to sign and submit the Agreement with the Bonds and other documents required by the Proposal ® Requirements within ten days after the date of the City's Notice of Award. ® In submitting this package, the Proposer represents, as more fully set forth in the Agreement, that: 9 • The Proposer has familiarized himself/herself with the nature and extent of the 9 Contract Documents, Work, site, locality, and all local conditions and Law and Regulations that in any manner may affect cost, progress, performance, or ® furnishing of the Work. ® • The Proposer has studied carefully all reports and drawings of subsurface conditions and drawings of physical conditions. • The Proposer has given the City written notice of all conflicts, errors, discrepancies ® that it has discovered in the Contract Documents and the written resolution thereof ® by City is acceptable to the Proposer. 9 • This proposal is genuine and not made in the interest of or on behalf of any ® undisclosed person, firm or corporation and is not submitted in conformity with any agreement or rules of any group, association, organization, or corporation; the ® Proposer has not directly or indirectly induced or solicited any other Proposers to submit a false or sham Package; the Proposer has not solicited or induced any person, firm or corporation to refrain from submitting a proposal;; and Proposer 111) has not sought by collusion to obtain for itself any advantage over any other Proposers or over the City. The City and the successful Proposer will establish completion times for each individual Work Item and the ® successful Proposer agrees that the work will be completed within the time frames agreed upon and stipulated in the individual Purchase Orders and/or Notice to Proceed. to 9 City of Sunny Isles Beach I Request for Proposal No. 15-12-01 30 CITY OF SUNNY ISLES BEACH - ' 18070 Collins Avenue Sunny Isles.Beach, Florida 33160 305.947.0606 °/. r;-‘"K: 4 www.sibfl.net \,. Cr �O� ® Cey or sus i•NC 0 ® Firm Name: Keefe McCullough ® Street Address: ® 6550 N Federal Hwy 4th Floor, Ft. Lauderdale, FL 33308 ® Mailing Address (if different): ® Telephone No. 954-771-0896 Fax No. 954-938-9353 ® Email Address: Bill.Benson@kmccpa.com FEIN No. 5 /9 - 1/ 3/ 6/3/ 7/ 9/ 2 0 ® *"By signing this document the proposer agrees to all Terms ® Signature: cek- ® (Signature of authorized gent) 1 Print Name: William G. Benson, C.P.A. ® Title: Managing Partner 0 ® THE EXECUTION OF THIS FORM CONSTITUTES THE UNEQUIVOCAL OFFER OF PROPOSER TO BE BOUND BY THE TERMS OF ITS PROPOSAL. FAILURE TO SIGN THIS SOLICITATION WHERE ® INDICATED ABOVE BY AN AUTHORIZED REPRESENTATIVE SHALL RENDER THE PROPOSAL ® NON-RESPONSIVE. THE CITY MAY, HOWEVER, IN ITS SOLE DISCRETION, ACCEPT ANY PROPOSAL THAT INCLUDES AN EXECUTED DOCUMENT WHICH UNEQUIVOCALLY BINDS THE ® PROPOSER TO THE TERMS OF ITS OFFER. 0 S 0 City of Sunny Isles Beach 'Request for Proposal No. 15-12-01 31 ® 5VO4mr 1�rE ® of , 's ® =/ -o 41 NON - COLLUSION AFFIDAVIT ® : 17 City of Sunny Isles Beach or.., � 18070 Collins Avenue '44n '•r 1o" o•' Sunny Isles Beach,FL 33160 m su$ ' Telephone:(305)947-0606 Fax:(305)949-3113 STATE OF FLORIDA ® ) COUNTY OF Broward ) ® The undersigned being first duly sworn as provided by law,deposes,and says: ® This Affidavit is made with the knowledge and intent that it is to be filed with the City of Sunny Isles Beach City Commission and that it will be ® relied upon by said County, in any consideration which may give to and any action it may take with respect to this Bid. The undersigned is authorized to make this Affidavit on behalf of, ® Keefe McCullough ® (Name of Corporation,Partnership, Individual,etc.) 0 a, partnership ,formed under the laws of Florida (Type of Business) (State) of which he is Managing Partner ® (Sole Owner,Partner, President,etc.) Neither the undersigned nor any person, firm, or corporation named in above Paragraph 10.2, nor anyone else to the knowledge of the ® undersigned, have themselves solicited or employed anyone else to solicit favorable action for this Bid by the City, also that no head of any department or employee therein, or any officer of the City of Sunny Isles Beach, Florida is directly interested therein. This Bid is genuine and not collusive or a sham;the person,firm or corporation named above in Paragraph 10.2 has not colluded, conspired, ® connived or agreed directly or indirectly with any proposers or person, firm or corporation, to put in a sham Bid, or that such person, firm or corporation, shall refrain from Bidding, and has not in any manner,directly or indirectly, sought by agreement or collusion, or communication ® or conference with any person,firm or corporation,to fix the prices of said Bid or Bids of any other proposers;and all statements contained in the Bid or Bids described above true; and further; neither the undersigned, nor the person, firm or corporation named above in Paragraph ® 10.2,has directly or indirectly s bmitted said Bid or the contents thereof, or divulged information or data relative thereto,to any association or to any ember or agent there.i ® P �Ek ® ,....r; AFFIANTS AME AFFIANT'S TITLE ® TAKEN,SWORN AND SUBSCRIBED TO BEFORE ME this day of 1�QC.e nh2.x-- ,204c ® Personally Known X or Produced Identification Type of identification ® (Affix seal here) , q.eadel ® NOTARY PUBLIC(name printed or typed) ® o KAIfL1M F.(XIUBECK �'YLT.•/l a 1. to MY COMMISSIONaFFf234866 1 EXPIRES:MAY 27,2019 ® "sr kids through 1st State Insurance 0 0 ® DECEMBER 28,2010 1 of 7 A 0`SUNMY„es I ® = � PUBLIC ENTITY CRIMES ® _ (7 ® City of Sunny Isles Beach - 18070 Collins Avenue ® !' '• euo.s ` Sunny Isles Beach,FL 33750 o"'o. sus 'to,. Telepnone:(305)947-u606 Fax:(305)929-3113 • SWORN STATEMENT PURSUANT TO SECTION 287.133(3)(a) ® FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES S ® PUBLIC ENTITY CRIMES ® Pursuant to the provisions of paragraph (2) (a) of Section 287.133, Florida State Statutes - "A person or affiliate ® who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a ® Bid on a Contract to provide any goods or services to a public entity, may not submit a Bid on a Contract with a public entity for the construction or repair of a public building or public Work, may not submit Bids on leases of real property to a public entity, may not be awarded to perform Work as a Contractor, supplier, Sub-Contractor, or ® Consultant under a Contract with any public entity, and may not transact business with any public entity in excess of the threshold amount Category Two of Sec. 287.017, FS for thirty six months from the date of being placed on ® the convicted vendor list". ® THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER ® OFFICIAL AUTHORIZED TO ADMINISTER OATHS. 11.1. This sworn statement is submitted to City of Sunny Isles Beach by William G. Benson, C.P.A., Managing Partner tpnnt mamtlual s name and trite) ® for Keefe McCullough (pnn name o entity summing sworn statement) 9 whose business address is: ® 6550 N Federal Hwv 4th Floor ® Ft.I auderdale. FI 33308 ® and (if applicable) its Federal Employer Identification number (FEIN) is 59-1363792 ® (If the entity had no FEIN, include the Social Security Number of the individual signing this sworn statement: .) a ® 11.2. I understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of ® business with any public entity or with an agency or political subdivision of any other state or with the ® United States, including, but not limited to, any Bid or Contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state of the United States and involving ® antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. ® 11.3. I understand that "convicted" or"conviction" as defined in Para. 287.133(1)(b), Florida Statutes, means a ® finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trail court of record relating to charges brought by indictment or information after July 1, ® 1989, as a result of a jury verdict, non-jury trial, or entry of a plea of guilty or nob contendere. 11.4. I understand that an "affiliate" as defined in Para. 287.133(1)(a), Florida Statutes, means: a.) predecessor or successor of a person convicted of a public entity crime; or ® b.) Any entity under the control of any natural person who is active in the management of the entity ® and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executors, partners, shareholders, employees, members, and agents who are active in ® the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair DECEMBER 2B,2010 2 of 7 0 0 ® market value under an arm's length agreement, shall be a prime facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be ® considered an affiliate. a 11.5. I understand that a "person" as defined in Para. 287.133(1)(e), Florida Statutes, means any natural ® person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding Contract and which Bids or applies to Bid on Contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "persons" includes those officers, directors, executives, partners, shareholders, 0 employees, members, and agents who are active in management of any entity. 11.6. Based on information and belief, the statement which I have marked below is true in relation to the entity ® submitting this sworn statement. (Indicate which statement applies.) X Neither the entity submitting this sworn statement, nor any of it's officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, ® 1989. ® The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an ® affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. ® The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an ® affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, ® 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer ® determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list. (Attach a copy of the final order.) I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE ® PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 11.1 (ONE) ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND, ® THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO ® A CONTRACT IN EXCESS OF THE THRESHOLD AMO T PROVIDED IN SECTION 287.017, FLORIDA ® STATUTES, FOR CATEGORY TWO OF ANY, CHANGE IN E INFORMATION CONTAINED IN THIS FORM. ® By: \I\alVigil (Signature) I , ® William G. Benson, C.P.A. ® (Printed Name) Managing Partner ® (Title) ® Sworn to and subscribed before me this 30 day of c- , 20 is , by ® (A \ito..... v R-e-nSn ® (AFFIX NOTARY STAMP HERE) Age 4 Cel—e, ® .•w KAITLINF.CHUBECK Signature: Notary Public —State of Florida +` C MY COMMISSION YfFF234866 j,t;�t,, n h-. 003bec_k EXPIRES:MAY 27,2019 Print or Type Commissioned Name ® 1 �"P &maw 6irough 1st State Insurance ® Personally Known X OR Produced Identification ® Type of Identification Produced ® ion99e 3of7 • • SVNNY/S(p ® of .'�-zx^� 4s ® \� EQUAL OPPORTUNITY / • AFFIRMATIVE ACTION Y ° City of Sunny Isles Beach • ° 18070 Collins Avenue • Sunny Isles Beach,FL 33160 Telephone:(305)947-0605 Fax:(305)949-3113 0 • EQUAL OPPORTUNITY/AFFIRMATIVE ACTION STATEMENT • • The contractors and all subcontractors hereby agree to a commitment to the principles and ® practices of equal opportunity in employment and to comply with the letter and spirit of federal, state, and local laws and regulations prohibiting discrimination based on race, • color, religion, national region, sex, age, handicap, marital status, and political affiliation or • belief. • • Signed: ILS eeir • • Title: Managing Partner • • Firm: Keefe McCullough • Address: 6330 N Federal Hwy 4th Floor • • Ft. Lauderdale, FL 33308 • • • • • • • • • • • • • • • • • • 0 DECEMBER 26,201,-; 4 of 7 0 ® ci SJNNT/f/F ® =:^sa+, se ® r `5 "Hi. =o; CONFLICT OF INTEREST O •s o _ ._ T�' City of Sunny Isles Beach 18070 Collins Avenue ® ".o '•r.o/ Sunny Isles Beach,FL 33160 o. stand 'oTelephone:(305)947-0606 Fax:(305)949-3113 ® CONFLICT OF INTEREST STATEMENT ® The award of any contract hereunder is subject to the provisions of Chapter 112, Florida State Statutes. Proposers must O disclose with their Bids, the name of any officer, director, partner, associate or agent who is also an officer or employee of the City of Sunny Isles Beach or its agencies. ® STATE OF FLORIDA ® COUNTY OF Broward to BEFORE ME, the undersigned authority, personally appeared William G. Benson, C.P.A. , who was duly sworn, ® deposes,and states: ® 18.1. I am the Managing Partner of Keefe Mr'Cnlloi gh with a local office in Ft. Lauderdale. FL and principal office in ® Ft. Lauderdale, FL . • 18.2. The above named entity is submitting a Bid for the City of Sunny Isles Beach, Bid No. 15-12-01 described ® as: The Affiant has made diligent inquiry and provides the information contained in this Affidavit based upon his own knowledge. ?rt c.s cno5. Aud:+;,- Se;y;Lu ® J ® 18.3 The Affiant states that only one submittal for the above Bid is being submitted and that the above named entity has no financial interest in other entities submitting Bids for the same project. ® 18.4 Neither the Affiant nor the above named entity has directly or indirectly entered into any agreement, participated in ® any collusion, or otherwise taken any action in restraints of free competitive pricing in connection with the entity's submittal for the above Bid. This statement restricts the discussion of pricing data until the completion of negotiations if necessary and ® execution of the Contract for this project. O 18.5 Neither the entity nor its affiliates, nor any one associated with them, is presently suspended or otherwise ineligible from ® participation in contract letting by any local, State, or Federal Agency. 5 18.6 Neither the entity, nor its affiliates, nor any one associated with them have any potential conflict of interest due to any ® other clients,contracts, or property interests for this project. O 18.71 certify that no member of the entity's ownership or management is presently applying for any employee position or actively seeking an elected position with the City of Sunny Isles Beach. 18.8 1 certify that no member of the entity's ownership or management, or staff has a vested interest in any aspect of the City ® of Sunny Isles Beach. ® 18.9 In the event that a conflict of interest is identified in the provision of services, I, on behalf of the above named entity, will ®immediately' otify the City of S ny Isles Beach. ® his r;yl Zols Da day of rOtr;0IBFC ,2era tni l Wm Aa1 KE r43* PAt1'f74 ER ® AFFIANT Print or Type Name and Title ' ® 2.45Sworn to and subscribed before me this .0 day of • d , 2640. ® ii— Personally Known OR 0 Produced Identification ;Type of Identification e NOTARY PUBLIC STATE OF FLORIDA ® X n r 0„,ieeeY— ® ,,,o }CAITLIN F.CHUBECrigK t' `moi. MY COMMISSION#FF234866 ® 'op-) riEXPIRES:MAY 27,2019 Sendoff through 1st State Insurance ® DECEMBER 28,2010 5 of 7 ® SVNNY/f(F ® u_ = DISPUTE DISCLOSURE City of Sunny Isles Beach ` 18070 Collins Avenue`.r''•, o'- , Sunny Isles Beach.FL 33160 o. ,oma Telephone:(305)947-0606 Fax:(305)949-3113 ® DISPUTE DISCLOSURE FORM 0 ® Answer the following questions by placing a "X" after "Yes" or "No". If you answer "Yes", please explain in the space provided, or on a separate sheet attached to this form. ® 19.1. Has your firm or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulations or any other regulatory agency or professional associations within the last ® five (5) years? ® YES NO X • ® 19.2. Has your firm, or any member of your firm, been declared in default, terminated or removed from a ® contract or job related to the services your firm provides in the regular course of business within the last five (5) ® years? ® YES NO X • ® 19.3. Has your firm had against it or filed any requests for equitable adjustment, contract claims, Bid protests, ® or litigation in the past five (5) years that is related to the services your firm provides in the regular course of ® business? I® YES NO X If yes, state the nature of the request for equitable adjustment, contract ® claim, litigation, or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts of extended contract time involved. • ® I hereby certify that all statements made are true and agree and understand that any misstatement or • misrepresentation of falsification of facts shall be cause for forfeiture of rights for further consideration of this Bid ® for the City of Sunny Isles Beach. ® Keefe McCullough December 30, 2015 ® Firm \ivitiDate ® William G Benson, CP A.. Managing Partner • Authorized Signa re Print or Type Name and Title • • • • • • • • ® DECEMBER 2E,2010 6 of 7 ® SUNNY ISIE ANTI - KICKBACK V � City of Sunny Isles Beach C \\ � 18070 Collins Avenue ® �. '• nowoo Sunny Isles Beach,FL 33160 Telephone:(305)947-0606 Fax:(305)949-3113 0 ® ANTI-KICKBACK AFFIDAVIT 0 STATE OF FLORIDA ) ® COUNTY OF Broward ® I, the undersigned, hereby duly sworn and deposed say that no portion of this sum herein Bid ® will be paid to any employees of the City of Sunny Isles Beach or its elected officials as a ® commission, kickback, reward or gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. ® By: I�i ; . cP� ® , 0 Title: Managing Partner 0S ® The foregoing instrument was acknowledged before me this 30 day of , 20 /5-, by William G. Benson, C.P.A. [name ® of person], as ktanaging Partner [type of authority], for Keefe McCullough [name of party on behalf of whom instrument was ® executed]. 0 ® AFFIX NOTARY STAMP HERE: 4162 Notary Public — State of Florida ® �,,, KAITIJN F.CHUBECK Wt MY COMMISSION#FF234866 EXPIRES:MAY 27,2019!-i':n r ��ber-L ® °Sr Bonded though 1st State Insurance -Print or Type Commissioned Name 0 ® Personally Known OR Produced Identification ® Type of Identification Produced 0 0 DECEMBER 25.2010 7 of 7