TCBA Watson Rice, LLP Auditing Services Agreement
PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF MIAMI BEACH, FLORIDA
AND
TCBA WATSON RICE, LLP
FOR
CONSULTING/ AUDITING SERVICES
FOR THE CITY OF MIAMI BEACH BUILDING DEVELOPMENT PROCESS
THIS AGREEMENT made and entered into this /3T~day of GUST , 2008, by and
between the CITY OF MIAMI BEACH, FLORIDA (hereinafter referred to as City), a
municipal corporation, having its principal offices at 1700 Convention Center Drive,
Miami Beach, Florida, 33139, and TCBA WATSON RICE LLP (hereinafter referred to as
Auditor or Consultant), a limited liability partnership authorized to do business in the
State of Florida, whose address is 500 NW 165T" STREET ROAD
MIAMI, FLORIDA 33169.
SECTION
DEFINITIONS
Agreement: This Agreement between the City and Consultant.
City Manager: The Chief Administrative Officer of the City.
Consultant: For the purposes of this Agreement, Consultant shall be deemed to
bean independent contractor, and not an agent or employee of the
City.
Services: All services, work and actions by the Consultant performed
pursuant to or undertaken under this Agreement, as described in
Section 2 and Exhibit "A" hereto.
Fee: Amount paid to the Consultant to cover the costs of the Services.
Risk Manager: The Risk Manager of the City, with offices at 1700 Convention
Center Drive, Third Floor, Miami Beach, Florida 33139, telephone
number (305) 673-7000, Ext. 6435, and fax number (305)' 673-
7023.
1
SECTION 2
SCOPE OF SERVICES (SERVICES)
2.1 GENERAL
The Consultant will perform an organizational review and
operational analysis of the City's Building Department and an assessment of
related project development entities. An Interim and a Final Report will be
delivered to the City.
The Consultant further agrees to provide the City with those certain
consulting/ auditing services, as set forth in Exhibit "A" hereto and as further
described in this Section 2.
SECTION 3
COMPENSATION
3.1 FEE
Consultant shall be compensated for the Services, as set forth in Section 2 and
Exhibit "A" herein, in an amount not to exceed $100,000 plus $10,000 in expenses.
Consultant shall only be compensated for work performed and completed pursuant to
the terms of this Agreement, in accordance with the Fee Compensation Schedule,
attached and incorporated as Exhibit "B" hereto. Monthly invoices shall be rendered in
that format, plus any related expenses incurred during the invoice period. A final
payment of $10, 000 will be retained and rendered upon issuance of the final report.
Accompanying the monthly invoices shall be a description of "Accomplishments during
the period", and "Planned activities next reporting period".
3.2 ADDITIONAL SERVICES TO BE SPECIFICALLY REQUESTED BY THE CITY
In the event that, during the Term of the Agreement, the City, in its sole discretion
and judgment, determines that there is a need for additional services not contemplated
within this Agreement, such services will be performed at the following hourly billing
rates.
Hourly Billing Rates
Partners/Principals 250
Senior Consultants/Managers 170
Technical Consultants/Supervisors 150
Senior Associates/Consultants 125
Staff 90
2
Additional services will only be performed by the Consultant following receipt of written
authorization from the City, which authorization must be secured prior to
commencement of said service(s).
3.3 INVOICING
The Auditor shall be entitled to invoice monthly for the portion(s) of Services
completed. Upon review and approval of the invoice by the City, the City will make its
best efforts to pay the Auditor within thirty (30) days of the receipt of invoice. Invoices
shall be submitted to the attention of Tim Hemstreet, Assistant City Manager, and at the
address identified herein.
SECTION 4
GENERAL PROVISIONS
4.1 RESPONSIBILITY OF THE CONSULTANT
With respect to the performance of the Services, the Consultant shall exercise
that degree of skill, care, efficiency and diligence normally exercised by recognized
professionals with respect to the performance of comparable Services. In its
performance of the Services, the Consultant shall comply with all applicable laws,
ordinances, and regulations of the City, Miami-Dade County, State of Florida, and
Federal Government. The Consultant agrees that the professional named in Exhibit "C"
(attached) are key people to the performance of the Scope of Work. Consultant agrees
to maintain these specific professionals for the duration of the Agreement. If any of the
professionals identified in Exhibit "C"are not available for reasons beyond the control of
the Consultant, the Consultant agrees to replace the professional with a professional
who has similar skills, abilities, experience and qualifications. The Consultant has not
yet identified the "Building Official" it will use as asub-consultant. Consultant
acknowledges that "Building Official" is of primary importance to the City and agrees to
provide the City with the right of approval of the final Building Official sub-consultant
prior to the retention by Consultant.
4.2 PUBLIC ENTITY CRIMES
A State of Florida Form PUR 7068, Sworn Statement under Section
287.133(3)(a) Florida Statute on Public Entity Crimes shall be filed with the City's
Procurement Division, prior to commencement of the Services herein.
4.3 TERM OF AGREEMENT (TERM1
The term of this Agreement shall be for an initial term of one hundred and twenty
(120) days, commencing upon the execution of this Agreement by both parties. At its
sole discretion, the City may extend this Agreement for work related to the initial scope
identified in Exhibit "A". Upon execution of this Agreement by the parties hereto, City
and Consultant shall agree upon a timeline or deliverables (as contemplated under the
Agreement), which timeline shall be attached as Exhibit "D" to this Agreement.
4.4 INDEMNIFICATION
The Consultant shall protect, defend, reimburse, indemnify, and hold harmless
the City and the City's officers, agents, and employees free and harmless from and
against any and all claims, losses, penalties, damages, settlements, costs, charges,
attorneys' or other professional fees, or other expenses or liabilities of every kind and
character arising out of or relating to any and all claims, liens, demands, obligations,
actions, or proceedings.directly or indirectly arising out of or resulting from the mistakes
or negligence, gross negligence, willful, and wanton acts and the performance of this
Agreement by the Consultant, or its respective officers, employees, agents, servants,
partners, or principals. The Consultant agrees to investigate, respond, adjust, and
provide a defense for any such claims, demands, and actions, at the Consultant's sole
expense and agrees to bear and remain liable for all such other costs and expenses
relating thereto, even if such claim is groundless, false, or fraudulent. Notwithstanding
the foregoing, the Consultant's indemnity shall not extend to liability for damages to
persons or property to the extent such damage was caused by the sole and/or gross
negligence of the City.
4.5 TERMINATION, SUSPENSION AND SANCTIONS
4.5.1 Termination for Cause
If the Consultant shall fail to fulfill, in a timely manner, or otherwise violates any of
the covenants, agreements, or stipulations material to this Agreement, the City shall
thereupon have the right to terminate this Agreement for cause. Prior to exercising its
option to terminate for cause, the City shall notify the Consultant of its violation of the
particular terms of this Agreement and shall grant Consultant three (3) days to cure such
default. If such default remains uncured after three (3) days, the City, without further
notice to Consultant, may terminate this Agreement, and the City shall be fully
discharged from any and all liabilities, duties and terms arising out of or by virtue of this
Agreement.
4.5.2 Termination for Convenience of City
The City may also, for its convenience and without cause, terminate this
Agreement at any time during the Term hereof, by giving written notice to Consultant of
such termination, which shall become effective seven (7) days following receipt by the
Consultant of the written termination notice. Upon being notified of the City's election to
terminate, the Auditor shall refrain from performing further Services or incurring
additional expenses under the terms of this Agreement. In that event, all finished or
unfinished documents and any and all other materials, work, etc., prepared and/or
maintained by Consultant as a result of its Services pursuant to this Agreement, shall
be properly assembled and delivered to the City, at Consultant's sole cost and expense.
4
If the Agreement is terminated by the City as provided in this subsection, Consultant
shall be paid for any Services satisfactorily performed, as determined by the City and at
its discretion, up to the date of termination, provided, however, that as a condition
precedent to such payment, Consultant shall deliver any and all documents, materials,
etc. to the City, as required herein.
4.5.3 Termination for Insolvency
The City also reserves the right to terminate the Agreement in the event the
Consultant is placed either in voluntary or involuntary bankruptcy or makes an
assignment for the benefit of creditors. In such event, the right and obligations for the
parties shall be the same as provided for in Section 4.5.2.
4.5.4 Sanctions for Noncompliance with City Ordinances and/or
Nondiscrimination Provisions of Agreement
In the event of the Consultant's noncompliance with any City ordinance and /or
the nondiscrimination provisions of this Agreement, the City shall impose such
sanctions as the City, Miami-Dade County, and/or the State of Florida, deem
applicable and may determine to be appropriate including, but not limited to,
withholding of payments to the Consultant under the Agreement until the Consultant
complies, and/or cancellation, termination or suspension of the Agreement.
4.6 CHANGES AND ADDITIONS
Changes and additions to the Agreement shall be directed by a written amendment
signed by the duly authorized representatives of the City and Consultant. No alteration,
change, or modification of the terms of this Agreement shall be valid unless amended in
writing, signed by both parties hereto, and, as necessary, as approved by the City.
4.7 INSURANCE REQUIREMENTS
Consultant shall obtain, provide and maintain during the term of the Agreement
the following types and amounts of insurance which shall be maintained with insurers
licensed to sell insurance in the State of Florida and have a B+ or higher rating in the
latest edition of AM Best's Insurance Guide. (Any exceptions to these requirements
must be approved by the City's Risk Management Department prior to implementation of
same):
Commercial General Liability: A policy including, but not limited to,
comprehensive general liability including bodily injury, personal injury, property
damage in the amount of a combined single limit of not less than $1,000,000
Coverage shall be provided on an occurrence basis. The City of Miami Beach
must be named as certificate holder and additional insured on policy.
2. Worker's Compensation: A policy of Worker's Compensation and Employers
Liability Insurance in accordance with State worker's compensation laws as
required per Florida Statutes.
3. Professional Liability: A policy including but not limited to error and omissions
with a limit of not less than $1,000,000.
Said policies of insurance shall be primary to and contributing with any other
insurance maintained by the Consultant or City, and shall name the City of Miami Beach
and its officers, agents and employees as an additional insured. Policies cannot be
cancelled without thirty (30) days prior written notice to the City.
The Consultant shall file and maintain certificates of all insurance policies with the
City's Risk Management Department showing said policies to be in full force and effect
at all times during the Term of the Agreement. No work shall be done by Consultant
during any period when it is not covered by insurance as herein required. Such
insurance shall be obtained from brokers or carriers authorized to transact insurance
business in Florida and satisfactory to City.
If any of the required insurance coverages contain aggregate limits, or apply to
other operations of the Consultant outside the Agreement, Consultant shall give City
prompt written notice of any incident, occurrence, claim settlement or judgment against
such insurance which may diminish the protection such insurance affords the City. The
Consultant shall further take immediate steps to restore such aggregate limits or-shall
provide other insurance protection for such aggregate limits.
4.7.1 Failure to Procure Insurance
Consultant's failure to procure or maintain required insurance coverage shall
constitute a material breach of Agreement under which City may, at its sole option,
immediately terminate the Agreement.
4.8 ASSIGNMENT, TRANSFER OR SUBCONTRACTING
The Consultant shall not subcontract, assign, or transfer any work under this
Agreement in whole or in part, without the prior written consent of the City.
The City acknowledges from time to time and depending upon the
circumstances, the Consultant may use third-party service providers to assist the
Consultants in providing this professional service to the City. In such circumstances, it
may be necessary for the Consultant to disclose confidential client information to the
third-party service providers. The Consultant will enter into confidentiality agreements
with all third-party service providers and the City is satisfied that the Consultant has
appropriate procedures in place to prevent the unauthorized release of any confidential
information to others.
6
4.9 SUB-CONSULTANTS
The Consultant shall be liable for the Consultant's services, responsibilities and
liabilities under this Agreement and the services, responsibilities and liabilities of any
and all sub-consultants, and any other person or entity acting under the direction or
control of the Consultant including without limitation, any and all temporary personnel
provided in the City pursuant to the terms and conditions of the Agreement. When the
term "Consultant" is used in this Agreement, it shall be deemed to include any sub-
consultants and any other person or entity acting under the direction or control of
Consultant.
4.10 EQUAL EMPLOYMENT OPPORTUNITY
In connection with the, performance of this Agreement, the Consultant shall not
discriminate against any employee or applicant for employment because of race, color,
religion, ancestry, sex, age, and national origin, place of birth, marital status, physical
handicap, or sexual orientation. The Consultant shall take affirmative action to ensure
that applicants are employed and that employees are treated during their employment
without regard to their race, color, religion, ancestry, sex, age, and national origin,
place of birth, marital status, disability, or sexual orientation.
4.11 CONFLICT OF INTEREST
The Consultant agrees to adhere to and be governed by the Metropolitan
Miami-Dade County Conflict of Interest Ordinance (No. 72-82), as amended; and by
the City of Miami Beach Charter and Code, which are incorporated by reference herein
as if fully set forth herein, in connection with the Agreement conditions hereunder.
The Consultant covenants that it presently has no interest and shall not acquire
any interest, direct or indirectly which should conflict in any manner or degree with the
performance of the Services. The Consultant further covenants that in the
performance of this Agreement, no person having any such interest shall knowingly be
employed by the Consultant. No member of, or delegate to, the Congress of the
United States shall be admitted to any share or part of this Agreement or to any
benefits arising therefrom.
4.12 NOTICES
All notices and communications in writing required or permitted hereunder may
be delivered personally to the representatives of the Consultant and the City listed
below or may be mailed by registered mail, postage prepaid (or airmailed if addressed
to an address outside of the city of dispatch).
7
Until changed by notice in writing, all such notices and communications shall be
addressed as follows:
TO CONSULTANT: TCBA Watson Rice, LLP
Attn: Ronald Thompkins
500 NW 165t" Street Road
Miami, Florida 33169
(305) 947-1638
TO CITY: City of Miami Beach
Attn: Jorge M. Gonzalez
City Manager
1700 Convention Center Drive
Miami Beach, Florida 33139
(305) 673-7010
WITH COPIES TO: City of Miami Beach
Attn: Tim Hemstreet
Assistant City Manager
1.700 Convention Center Drive
Miami Beach, Florida 33139
(305) 673-7010
City of Miami Beach
Attn: Jose Smith
City Attorney
1700 Convention Center Drive
Miami Beach, Florida 33139
(305) 673-7470
Notices hereunder shall be effective:
If delivered personally, on delivery; if mailed to an address in the city of dispatch, on the
day following the date mailed; and if mailed to an address outside the city of dispatch on
the seventh day following the date mailed.
4.13 LITIGATION JURISDICTIONNENUE
This Agreement shall be enforceable in Miami-Dade County, Florida, and if legal
action is necessary by, either party with respect to the enforcement of any or all of the
terms or conditions herein, exclusive venue for the enforcement of same shall lie in
Miami-Dade County, Florida.
8
BY ENTERING INTO THIS AGREEMENT, THE CONSULTANT AND CITY
EXPRESSLY WAIVE ANY RIGHTS EITHER PARTY MAY HAVE TO A TRIAL BY JURY
OF ANY CIVIL LITIGATION RELATED TO, OR ARISING OUT OF, THIS AGREEMENT.
4.14 ENTIRETY OF AGREEMENT
This Agreement and all Exhibits shall embody the entire Agreement and
understanding between the parties hereto, and there are no other agreements and
understandings, oral or written with reference to the subject matter hereof that are not
merged herein and superceded hereby.
4.15 COMPLIANCE WITH APPLICABLE LAWS
The Consultant, its subConsultants, agents and employees, including with out limitation,
any and all temporary personnel assigned to the City pursuant to this Agreement, shall
comply with all applicable Federal, State, Miami-Dade County and City laws, and with all
applicable rules and regulations promulgated by local, state and national boards, bureau
and agencies as they relate to the Agreement and /or the provision of Services hereto.
[REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK]
APPROVED AS TO
FORM & LANGUAGE
& FOR~CECUTION
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9
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed by their appropriate officials, commencing on the last date of execution of
the agreement by the parties hereto.
FOR CITY:
CITY OF MIAMI BEACH, FLORIDA
ATTEST:
By: ~ ~ C~-~-~
Robert Parcher
City CI k p
~U
Date
r e ..Gon
City Manager
13 2~
Date
FOR CONSULTANT:
ATTEST: jo,.*Y •~,~~ Notary Public State of Fbrida
Myron J Davis
. ~~ My Commissan DD432414
for F~~a ~ Expaes o5-2zrtoos
TCBA WATSON RICE, LLP
~/
Partner
Prins' Nam
~ /3 ,~~~8
Date
i~oN C.t ~ ~r
Print Name
~• /,~-.rant
Date
Attachments: Exhibit "A" -Scope of Services
Exhibit "B" -Fee Compensation
Exhibit "C" -Professionals Retained Pursuant to Scope of Work
Exhibit "D" -Timeline for Services (Note: To be inserted)
10
City of Miami Beach
Building Departmeat Eagagemeat
work Program
Exhibit A
1.0 Project Administration:
1.1. Document project status.
1.2. Supervision/Maintain project time reporting.
1.3. Project Status/Client Meetings.
2.0 Review of Fee System:
2.1. Review fee system documentation and internal audit report.
2.2. Document and confirm deficiencies noted in the internal audit report
and, identify and document fee system requirements from City and
department management.
2.3. Finalize list of system requirements - Review already determined
City management and building department proposed changes to the fee
system. Compare to requirements identified in 2.2.above. Evaluate
requirements; prepare findings and recommendations. Update
requirements list, as necessary.
2.4. Document extent to which fee system can accommodate required changes
identified in 2.3.above.
2.5. Review management's time frame for implementation.
2.6. Document any opportunities for outsourcing of staff related
functions.
3.0 Review and analyze department functional department:
3.1. Identify and obtain department specific background documentation and
review.
3.2. Review current operational practices of the department under
review. (including a queuing analysis and review of internal
controls)
3.3. Review current statutory responsibilities of the review department.
3.4. Interview key department personnel and related department's staff to
identify operational issues, strengths, weaknesses, and
opportunities for improvement. Also interview other city
stakeholders (builders, developers, chamber of commerce, etc.).
3.5. Produce a profile of the department. The profile will include, but
not be limited to, historical customer loading statistics and
staffing patterns.
3.6. Benchmark City's Building Department to Three (3) similar cities.
3.7. Document interim findings and recommendations for the areas under
review.
3.8. Document any opportunities for outsourcing of staff related
functions.
4.0. Interim Recommendations (including outsourcing opportunities):
4.1. Review interim recommendations with City and department management
and obtain support for implementation.
4.2. Develop implementation plan.
4.3. Assist department with key success factors for implementing plan.
5.0. Final Report Preparation, Review and Presentation:
5.1. Prepare, review DRAFT of final report.
5.2. Review DRAFT report with City and department management.
5.3. Prepare/review FINAL report.
5.4. Prepare/review FINAL report presentation.
5.5. Deliver FINAL report and make report presentation.
Time Frame for Completion: 90 to 120 days
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Exhibit C
Professionals Retained Pursuant to the Scope of Work
Ronald Thompkins, CPA will serve as the Client Services Partner. Ron has almost
thirty-six (36) years of experience serving the governmental sector as an auditor, as well
as a consultant. Ron is a former President of the Florida Institute of Certified Public
Accountants and a former member of the Board of Directors of the American Institute of
Certified Public Accountants. Ron will ensure that all services delivered by the firm meet
the City's satisfaction.
Arnold A. Broussard will serve as the Project Manager. Arnold's background is ideally
suited to lead this engagement team. He has over thirty-seven (37) years experience as
a consultant including five years as a consultant with a "Big Four" firm. Of particular
importance is his background related to the housing sector. While employed in local
government, he supervised a city's housing program development activities and its
Office of Housing and Community Development. In the private sector, he served as a
project analyst and member of the management team for a Lake Front Condominium
Project and a 250- unit single family housing development. Arnold has also provided
technical assistance in the appraisal of commercial, single family and multi-family
housing projects. Arnold is also has a Florida Real Estate License. Arnold will direct the
daily activities of the engagement team and ensure that the services are delivered based
on schedule/cost adherence.
Michael DeCastro, CFE, CGFM has over twenty (20) years experience in
forensic/fraud, financial, compliance and performance auditing for state and local
government agencies. Michael served as a partner in charge of the majority of the
forensic/fraud engagements listed below. Michael is a former senior analyst for the U.S.
Government Accountability Office ("GAO"). He also served as a contract oversight
manager for the former Resolution Trust Corporation ("RTC"). In this capacity, he was
responsible for audits, reviews and evaluations of RTC's asset management and
disposition activities. Michael will direct the forensic/fraud services rendered by the
engagement team and will be available to consult with the City's Attorney and other law
enforcement officials as directed by the City.
A/ Lucas, CPA, CISA has over twenty (20) years experience in performance, financial
and compliance audits for the governmental sector. AI will serve as the Concurring
Review Partner on all reports.
Chief Building Official - (TBD) The individual selected will have several years of
experience in South Florida and will be pre-approved by the City.