Beverly Young RFP 08-06/07(~Op~
CITY OF MIAMI BEACH
AUDITS OF RESORT TAX
RFP NO: 08-06/07
PROPOSER: BEVERLY YOUNG
AUDITS OF RESORT TAX
TABLE OF CONTENTS
PAGE NO.
i. INTRODUCTION 2
ii. COST PROPOSAL
iii. CLIENT SURVEY/PAST PERFORMANCE
INFORMATION
iv. QUALIFICATION
v. INSURANCE CHECK LIST
vi. ACKNOWLEDGMENT OF ADDENDA
vii. DECLARATION
viii. SWORN STATEMENT UNDER SEC.287.133(3)(a)
iz. QUESTIONNAIRE
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5
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9-11
12 -15
PROPOSER: BEVERLY YOUNG
RFP NO: 08-06/07
i. INTRODUCTION
BEVERLY YOUNG, SOLE PROPRIETOR
15532 SW 148 TERRACE
MIAMI, FL 33196
TELEPHONE #{305232-3111 HOME. (305) 742-4052 (CELL).
E-MAIL ADDRESS: BEVYOUNG123@AOL.COM
1994 TO PRESENT: THE CITY OF MIANII BEACH
• INDEPENDENT CONTRACTOR/AUDITOR
- Conduct compliance audits of hotels, bars,
restaurants, nightclubs and apartment
buildings located with the jurisdiction of the
City of Miami Beach.
1990 -1993: STATE OF FLORIDA DIVISION OF ALCOHOLIC
BEVERAGES & TOBACCO, MIAMI, FLORIDA
• Senior Tag Auditor
- Compliance audits of hotels, bars,
restaurants and nightclubs with beverage
licenses.
- Assisted in the supervision and training of
new auditors.
1989 -1990: COASTAL FUELS MKTG. INC. MIANII, FLORIDA
• Tag accountant
- Prepare monthly and quarterly schedules
and payments to various Federal, State &
local motor fuels taxes.
- Field technical questions on Industry
from Personnel and clients.
- Design computerized reports to extract
sales information from database.
1875 -1989: AMERICAN CYANAMID COMPANY, WAYNE, N.J.
(presently WYETH COMPANY)
• Tag Accountant
- File annual Federal and multi-state tag
returns.
- Design worksheets to track taxable sales tag
revenues in various states.
- File monthly multi-state sales tag returns.
PROPOSER: BEVERLY YOUNG
RFP NO: 08-06/07
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ii. COST PROPOSAL
Company Name: BEVERLY YOUNG, SOLE PROPRIETOR
AUDITS OF RESORT TAXES:
MONTHLY REVIEW QUARTERLY REVIEW YEARLY REVIEW
$1,000.00 $800.00 $800.00
PROPOSER: BEVERLY YOUNG
RFP NO: 08-06/07
iii. CLIENT SURVEY:
Client surveys forwarded to: Hector Mendoza, Supervisor
State of Florida Division of .Alcoholic Beverages
& Tobacco.
Miami, Florida
Anita Thompson (Past Supervisor, Resort Taz
Dept. -retired)
City of Miami Beach
Miami Beach, Florida
James Sutter, Supervisor
Office of Internal Audit
City of Miami Beach
Miami Beach, Florida
PAST PERFOP;MANCE INFORMATION:
AUDITS PERFORMED FROM 1998 TO OCTOBER 31, 2006:
YEAR AUDITS COMPLETED &
SUBMITTED ASSESSMENT
1998 46 $135,163.00
1999 54 $53,012.00
2000 65 $69,411.00
2001 57 $106,981.00
2002 68 $72,846.00
2003 62 $69,832.00
2004 57 $52,070.00
2005 57 $55,417.00
01/06 -10/31/06 64 $98,312.00
PROPOSER: BEVERLY YOUNG
RFP NO: 08-06/07
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iv. QUALIFICATION:
• EDUCATION:
- Bachelor of Science Degree
Accounting & Information Systems, Dominical College of Blauvelt,
N.Y.
• EXPERIENCE:
- Sixteen (16) years experience in auditing, of which:
- Thirteen (13) years experience has been with the City of Miami
Beach and regulated businesses, during which an average of sixty
(60) audits were conducted for each of the last eight (8) years.
- In the "early nineties" there were less audits completed due to the
extensive work involved in the education and auditing of reluctant
taxpayers. However, documented assessments were snbstantiaL
- Played a significant role in assisting the City improve the
compliance of regulated businesses and related knowledge of
appropriate business accounting and tax reporting.
- Provided hands-on onsite training to regulated business owners
and staff to improve internal accounting and tax reporting to the
City.
- Developed worksheet tools and audit procedures, which have
helped the City to improve its audit and compliance programs.
- Maintained open communication with Resort Tau Dept. personnel
regarding taxpayers being audited and also Internal Audit Dept.,
regarding unusual and/or noteworthy findings encountered during
the auditing process.
- Extensive tax, accounting and business relations experience gained
in corporate and government settings.
PROPOSER: BEVERLY YOUNG
RFP: 08-(16/07
5
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vi. ACKNOWLEDGMENT OF ADDENDA
Directions: complete Part 1 or Part II, whichever applies.
Part I: listed below are the dates of issue for each Addendum received in connection
with this RFP 08-06/07
Addendum No. 1, Dated November 2.2006
Addendum No. 2, Dated November 9.2006
Addendum No. 3, Dated
Addendum No. 4, Dated
Addendum No. 5, Dated
Part II: No Addendum was received in connection with this RFP.
Verified with Procurement Staff
JOANNA SOSA 11/21/06
Name of Staff Date
BEVERLY YOUNG a ~ ~ `~- ~- ~ ~ ~
Contractor's Name Date
`~
Signature
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vii. DECLARATION
TO: City of Miami Beach
City Hall
1700 Convention Drive
Procurement Division
Miami Beach, F133139
Submitted this 27'~ day of NOVEMBER 2006
The undersigned, as consultant, declares that the only persons interested in this
proposal are named herein, that no other person has any interest in this response or
in the contract to which this response pertains, that this response is made without
connection or arrangement with any other person, and that this response is in every
respect fair and made in good faith, without collusion or fraud.
The consultant agrees if this response is accepted, to execute an appropriate City of
Miami Beach document for the purpose of establishing a formal contractual
relationship between the consultant and the City of Miami Beach, Florida, for the
performance of all requirements to which the response pertains.
The consultant states that the response is based upon the documents identified by
the following number. RFP N0.08-06/07.
~~-
SIGN TURF
BEVERLY YOUNG
PRINTED NAME
TITLE (IF CORPORATION)
PROPOSER: BEVERLY YOUNG
RFP NO: 08-06/07
8
viii. SWORN STATEMENT UNDER SECTION
287.133(3)(a), FLORIDA STATUTES ON PUBLIC
ENTITY CRIMES
THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A
NOTARY PUBLIC OR OTHER OFFICER AUTHORIZED TO
ADMINISTER OATHS.
1. This swora statement is submitted to The Citv of Miami Beach
(Print name of public entity).
By Beverly Youna. Sole Proprietor
(Print individual's name and title)
For BEVERLY YOUNG
(Print name of entity submitting sworn statement)
Whose business address is 15532 SW 148 TERRACE. MIAMI FL 33196
And (if applicable) its Federal Employer Identification Number (FEIN is
(if the entity has no FEIl~ include the Social Security Number of the individual
signing this sworn statement: 122-46-9274
4. I understand that a Kpublic entity crime" as defined in Paragraph
287.133(lxg), 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 business with any public entity or with an agency or political
subdivision of any other state or of 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 or of the
United States and iavotving antitrust, fraud, theft, bribery, collusion,
racketeering, conspiracy, or material misrepresentation.
5. I understand that Kconvicted" or "conviction" as defined in Paragraph
287.133(lxb~ Florida Statutes. means a fwding of guilt or a conviction of a
public entity crime, with or without an adjndicatioa of guilt, in any federal
or state trial court of record relating to charges brought by indictment or
information after July 1,1989, as a result of a jury verdict, nonjnry trial, or
entry of a plea of guilty or nolo contendere.
Proposer: Beverly Young
RFP NO: 08/06/07
Sworn Statements (continued)
Sworn Statements (continued)
6. I understand that an "affiliate" as defined in Paragraph 287.133(lxa),
Florida Statutes. means:
1) A predecessor or successor of a person convicted of a public entity
crime; or
2) An 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, executives, 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
utterest in another person, or a pooling of equipment or income
among persons when not for fair 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.
5~ I understand that a "person" as defined in Paragraph 287.133(lxe),
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 "person" includes those officers, directors,
executives, partners, shareholders, employees, members, and agents
who are active in management of an entity.
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, or any
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 duly 1,1989.
The entity submitting this sworn statement, or one or more of
its officers, directors, executives, 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.
PROPOSER: BEVERLY YOUNG
RFP NO: 08/06/07
10
Sworn Statements (continued)
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 determined that it was not in the public
interest to place the entity submitting this sworn statement on the
convicted vendor list. (Attaeh 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 1(ONE) ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND,
THAT THIS FORM LS VALID THROUGH DECEMBER 31 OF THE
CALENDAR YEAR IN WffiCH 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 AMOUNT PROVIDED
IN SECTION 287.017, FLORIDA STATUTES FOR CATEGORY TWO OF ANY
CHANGE IN THE INFORMATION CONTAINED IN THIS FORM.
r a
(Signatu e)
Sworn to and subscribed before me this o'?o~~"day of l~-~.QV1~~~P ~ , 2006
Personally known
OR Produced identification ~C ~ JP_ t ~ a ~s~iotary Public -State of j l ~~t i :~ , ~~
My commission expires ~-t, ~' ~~
(type of identification)
(Printed typed or stamped Commissioned nam~f Notary Fublic)
earners solarea-s.nz
uy commisa+on ooaaso6
~-e f ~re~ a~ ~o, 2ooe
PROPOSER: BEVERLY YOUNG
RFP NO: 08/06/07
11
iz. QUESTIONNAIRE
Consultant's Name: BEVERLY YOUNG
Principal Office Address:
Official Representative:
Individual
Partnership (Circle One)
Corporation
15532 SW 148 TERRACE
NIIAMI. FL 33196
BEVERLY YOUNG
If a Corporation. answer this:
When Incorporated•
In what State:
If a Foreign Corporation:
Date of Registration with
Florida Secretary of State:
Name of Resident Agent:
Address of Resident Agent:
President's Name:
Vice-President's Name:
Treasurer's Name:
Members of Board of Directors:
PROPOSER: BEVERLY YOUNG
RFP NO: 08-06/07
12
Questionnaire (continued)
If a Partnership:
Date of organization:
General or Limited Partnership*:
Name and Address of Each Partner:
NAME
ADDRESS
* Designate general partners in a Limited Partnership
1. Number of years of relevant experience in operating similar business:
16 years
2. Have any agreements held by Consultant for a project ever been canceled?
Yes ( ) No (:~)
If yes, give details on a separate sheet.
3. Has the Consultant or any principals of the applicant organization failed to
qualify as a responsible Bidder, refused to enter into a contract after an
award has been made, failed to complete a contract during the past five (5)
years, or been declared to be in default in any contract in the last 5 years?
NO
If yes, please explain:
PROPOSER: BEVERLY YOUNG
RFP NO: 08-06/07
13
Questionnaire (continued)
4. Has the Consultant or any of its principals ever been declared bankrupt or
reorganized under Chapter 11 or put into receivership?
Yes ( ) No (I~X)
If yes, give date, court jurisdiction, action taken, and any other explanation
deemed necessary on a separate sheet.
5. Person or persons interested in this bid and Qualification Form have not (~
been convicted by a Federal, State, County, or Municipal Court or any
violation of law, other traffic violations. To include stockholders over ten
percent (10%). (Strike out inappropriate words).
Ezplain any convictions:
6. Lawsuits (any) pending or completed involving the corporation, partnership
or individuals with more than ten percent (10°/®) interest:
A. List all pending lawsuits: NONE
B. List all judgments from lawsuits in the last five (~ years:
NONE
C. List any criminal violations and/or conviMions of the Consultant
and/or any of its Principals:
NONE
7. Conflicts of Interest. The following relationships are the only potential,
actual, or perceived conflicts of interest in connection with this proposal:
(If none, state same)
NONE
PROPOSER: BEVERLY YOUNG
RFP NO: 08-06/07
14
Questionnaire (continued)
8. Public Disclosure. In order to determine whether the members of the
Evaluation Committee for this Request for Proposals has any association or
relationships, which would constitate a conflict of interest, either actual or
perceived, with any Consultant and/or individuals and entities comprising or
representing such Consultant, and in an attempt to ensure full and complete
disclosure regarding this contract, all Consultants are required. to disclose all
persons and entities who may be involved with this Proposal This list shall
include public relation firms, lawyers and lobbyists. The Procurement
Division shall be notified in writing if any person or entity is added to this list
after receipt of proposals. (Use additional sheet, if needed)
NONE
The Consultant understands that information contained in this questionnaire will be
relied upon by the City in awarding the proposed Agreement and such information
is warranted by the Consultant to be tree. The undersigned Consultant agrees to
furnish sach additional information, prior to acceptance of any proposal relating to
the qualification of the Consultant, as may be required by the City Manager. The
Consultant farther understands that the information contained in this questionnaire
may be confirmed through a background investigation conducted by the Miami
Beach Police Department. By submitting this questionnaire the Consultant agrees
to cooperate with this investigation, including but not necessarily limited to
fingerprinting and providing information for credit check.
WITNESS: IF INDIVIDUAL: ~
Signature Signature
~(Q~(Q ~~Ci-~ Cl Z
Print Name
~ ~~rc ~ y y~ ~1~~
Print Name
PROPOSER: BEVERLY YOUNG
RFP NO: 08/06/07
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