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Item C11 D/22 BOARD OF COUNTY COMMISSIONERS C ounty of M onroe Mayor David Rice, District 4 Mayor Pro Tem Craig Cates, District 1 The Florida Keys Michelle Coldiron, District 2 Vacant, District 3 Holly Merrill Raschein, District 5 County Commission Meeting April 20, 2022 Agenda Item Number: C.11 Agenda Item Summary #10372 BULK ITEM: Yes DEPARTMENT: Project Management TIME APPROXIMATE: STAFF CONTACT: Cary Knight (305) 292-4527 N/A AGENDA ITEM WORDING: Approval to award and execute contract with Carr, Riggs & Ingram CPAs and Advisors for Construction Auditing Services to be used on large and complex projects. ITEM BACKGROUND: An RFP for Construction Auditing Services was advertised in February 2022. One bid was received so Carr, Riggs & Ingram CPAs and Advisors was the lowest responsible, responsive bidder. In any given year, the County has several million dollars in construction projects underway. Many of these are funded with state and federal grants, government loans, and infrastructure surtax funds in addition to other sources. These services will be used to assist Monroe County in ensuring that public funds are used according to agreements and contracts. The cost of these services will be covered by the project they are associated with. PREVIOUS RELEVANT BOCC ACTION: 2/16/22 BOCC approval to advertise RFP CONTRACT/AGREEMENT CHANGES: N/A STAFF RECOMMENDATION: Approval. DOCUMENTATION: Construction Auditing Services Contract - CRI signed Monroe County BoCC - Construction Auditing Services - CRI Notice of intent to award_Auditing Services FINANCIAL IMPACT: Effective Date: 4/20/2022 Expiration Date: 4/20/2024 Qbdlfu!Qh/!357 D/22 Total Dollar Value of Contract: TBD - based on individual task orders issued as needed Total Cost to County: TBD Current Year Portion: TBD Budgeted: Yes Source of Funds: various CPI: N/A Indirect Costs: N/A Estimated Ongoing Costs Not Included in above dollar amounts: N/A Revenue Producing: N/A If yes, amount: Grant: N/A County Match: N/A Insurance Required: BOCC approval, but prior to execution Additional Details: Auditing costs will be covered by each project budget. REVIEWED BY: Kevin Wilson Completed 04/01/2022 3:15 PM Cynthia Hall Completed 04/04/2022 3:47 PM Purchasing Completed 04/04/2022 4:00 PM Budget and Finance Completed 04/05/2022 10:09 AM Maria Slavik Completed 04/05/2022 10:42 AM Lindsey Ballard Completed 04/05/2022 11:38 AM Board of County Commissioners Pending 04/20/2022 9:00 AM Qbdlfu!Qh/!358 D/22/b AGREEMENT FOR CONSTRUCTION AUDITING SERVICES This Agreement (ÐAgreementÑ) made and entered into this 20th day of April 2022 by and between Monroe County, a political subdivision of the State of Florida, whose address is 1100 Simonton Street, Key West, Florida, 33040, its successors and assigns, hereinafter referred to as "COUNTY," through the Monroe County Board of County Commissioners (ÐBOCCÑ), and Carr, Riggs & Ingram CPAs and Advisors, a corporation duly authorized to do business within the State of Florida ("CONTRACTOR") (collectively, the "Parties'). WITNESSETH: WHEREAS, the COUNTY is in need of a firm to provide auditing services for construction contracts and construction projects; and WHEREAS, on February 25, 2022, the COUNTY issued a Request for Proposals ("RFP") seeking qualified responsible and responsive proposals for providing services as described in the RFP; and WHEREAS, CONTRACTOR has represented that it has the requisite skills, expertise and manpower to provide the required services; NOW, THEREFORE, in consideration of the mutual promises, covenants and agreements stated herein, and for other good and valuable consideration, the sufficiency of which is hereby acknowledged, COUNTY and CONTRACTOR agree as follows: FORM OF AGREEMENT ARTICLE I 1.1 REPRESENTATIONS AND WARRANTIES By executing this Agreement, CONTRACTOR makes the following express representations and warranties to the COUNTY: 1.1.1 The CONTRACTOR shall maintain all necessary licenses, permits or other authorizations necessary to act as CONTRACTOR for the Project until the CONTRACTORÓS duties hereunder have been fully satisfied; 1.1.2 The CONTRACTOR has become familiar with the site(s) and the local conditions under which the Project is to be completed. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!2!pg!:3 Qbdlfu!Qh/!359 D/22/b 1.1.3 The CONTRACTOR shall prepare all documentation required by this Agreement in such a manner that they shall be accurate, coordinated and adequate for use in verifying work completed and shall be in conformity and comply with all applicable law, codes and regulations. The CONTRACTOR warrants that the documents prepared as a part of this Agreement will be adequate and sufficient to document costs in a manner that is acceptable for reimbursement by government agencies, therefore eliminating any additional cost due to missing or incorrect information; 1.1.4 The CONTRACTOR assumes full responsibility to the extent allowed by law with regards to his performance and those directly under his employ. 1.1.5 The CONTRACTORÓS services shall be performed as expeditiously as is consistent with professional skill and care and the orderly progress of the Project. In providing all services pursuant to this agreement, the CONTRACTOR shall abide by all statutes, ordinances, rules and regulations pertaining to, or regulating the provisions of such services, including those now in effect and hereinafter adopted. Any violation of said statutes, ordinances, rules and regulations shall constitute a material breach of this agreement and shall entitle the Board to terminate this contract immediately upon delivery of written notice of termination to the CONTRACTOR. 1.1.6 At all times and for all purposes under this agreement the CONTRACTOR is an independent contractor and not an employee of the Board of County Commissioners for Monroe County. No statement contained in this agreement shall be construed so as to find the CONTRACTOR or any of his/her employees, contractors, servants, or agents to be employees of the Board of County Commissioners for Monroe County. 1.1.7 The CONTRACTOR shall not discriminate against any person on the basis of race, creed, color, national origin, sex, age, or any other characteristic or aspect which is not job related, in its recruiting, hiring, promoting, terminating, or any other area affecting employment under this agreement or with the provision of services or goods under this agreement. 1.2 Contract Documents. This Agreement shall consist of this contract, including any and all attachments and exhibits; the RFP, including any and all addenda; CONTRACTOR's response to the RFP, all of which are incorporated by reference in this Agreement. In the event of any conflict between any of the Contract documents, this Agreement will control or alternatively the one imposing the greater burden on the CONTRACTOR will control. ARTICLE II SCOPE OF BASIC SERVICES 2.1 Scope of Services. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!3!pg!:3 Qbdlfu!Qh/!35: D/22/b The CONTRACTORÓS Scope of Basic Services consist of those described in Attachment A to this Agreement. From time to time, the COUNTY shall issue Task Orders for those services described in Attachment A and the CONTRACTOR shall perform described in the individual Task Orders in accordance with the terms and conditions outlined in this Agreement and the specific Task Order. By executing this Agreement, the CONTRACTOR acknowledges that it has thoroughly reviewed the documents incorporated in this Agreement and that it accepts the scope of services to be performed and the conditions under which the work shall be performed. 2.2 NOTICE REQUIREMENT All written correspondence to the COUNTY shall be dated and signed by an authorized representative of the CONTRACTOR. Any notice required or permitted under this agreement shall be in writing and hand delivered or mailed, postage pre-paid, to the COUNTY by certified mail, return receipt requested, to the following: Mr. Cary Knight Director, Project Management Department Historic Gato Cigar Factory 1100 Simonton Street, Suite 2-268 Key West, FL 33040 With a copy to: Monroe County Attorney's Office th 1111 12 St. Suite 408 Key West, FL 33040 For the CONTRACTOR: Matthew Incinelli Partner 1031 W Morse Blvd. Suite 200 Winter Park, FL 32789 Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!4!pg!:3 Qbdlfu!Qh/!361 D/22/b ARTICLE III ADDITIONAL PRODUCTS AND SERVICES 3.1 Additional products and services are those products and services not included in the Scope of Basic Services. Should the COUNTY require additional products or services they shall be paid for by the COUNTY at pricing, rates or fees as negotiated and in accordance with the competitively bid pricing submitted by CONTRACTOR in its proposal in response to the RFP, Attachment B. 3.2 If Additional Services are required the COUNTY shall issue a letter requesting and describing the requested products and services to the CONTRACTOR. The CONTRACTOR shall respond with a fee proposal to provide the requested products and/or to perform the requested services. Only after receiving a Task Order for the Additional Services, shall the CONTRACTOR proceed with the Additional Services. Any additional services must be funded and approved by the Board of County Commissioners. ARTICLE IV COUNTY'S RESPONSIBILITIES 4.1 The COUNTY shall provide complete and accurate information and cooperation regarding requirements for the Project including access to county offices and facilities. 4.2 The COUNTY shall designate a representative to act on the COUNTY's behalf with respect to the Project. The COUNTY or its representative shall render decisions in a timely manner pertaining to request for information submitted by the CONTRACTOR in order to avoid unreasonable delay in the orderly and sequential progress of the CONTRACTORÓS services. 4.3 Prompt written notice shall be given by the COUNTY and the CONTRACTORÓs representative if either become aware of any fault or defect in the Project or non- conformance with the Agreement Documents. Written notice shall be deemed to have been duly served if sent pursuant to paragraph 2.3. 4.4 The COUNTY shall furnish required information and shall render approvals and decisions as expeditiously as necessary for the orderly progress of the CONTRACTORÓS services. 4.5 The COUNTY's review of any information or documents prepared by the CONTRACTOR or its subcontractors shall be solely for the purpose of determining whether such information or documents are generally consistent with the COUNTY's criteria for the Project. No review of such information or documents shall relieve the CONTRACTOR of responsibility for the accuracy, adequacy, fitness, suitability or coordination of its work product. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!5!pg!:3 Qbdlfu!Qh/!362 D/22/b ARTICLE V INDEMNIFICATION AND HOLD HARMLESS 5.1 The CONTRACTOR covenants and agrees to indemnify and hold harmless COUNTY/Monroe County and Monroe County Board of County Commissioners, its officers and employees from liabilities, damages, losses and costs, including but not limited to, reasonable attorneysÓ fees, to the extent caused by the negligence, recklessness, or intentional wrongful conduct of the CONTRACTOR, subcontractor(s) and other persons employed or utilized by the CONTRACTOR in the performance of the contract. 5.2 The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere within this agreement. 5.3 In the event the completion of the project (to include the work of others) is delayed or suspended as a result of the CONTRACTORÓS failure to purchase or maintain the required insurance, the CONTRACTOR shall indemnify COUNTY from any and all increased expenses resulting from such delays. 5.4 This indemnification shall survive the expiration or early termination of the Agreement. ARTICLE VI PERSONNEL 6.1 PERSONNEL The CONTRACTOR shall assign only qualified personnel to perform any service concerning the project. ARTICLE VII COMPENSATION and TERM 7.1 The COUNTY shall pay the CONTRACTOR monthly in current funds for the CONTRACTORÓS performance of this Agreement based on quotations for each project, each of which shall be based on the competitively bid pricing as outlined in the Proposal submitted by the CONTRACTOR, attached hereto as Exhibit B, each of which shall be incorporated in each Task Order issued by the County. 7.2 PAYMENTS 7.2.1 For its assumption and performances of the duties, obligations and responsibilities set forth herein, the CONTRACTOR shall be paid monthly. Payment will be made pursuant to the Local Government Prompt Payment Act 218.70, Florida Statutes. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!6!pg!:3 Qbdlfu!Qh/!363 D/22/b 7.2.2 As a condition precedent for any payment due under this Agreement, the CONTRACTOR shall submit monthly, unless otherwise agreed in writing by the COUNTY, a proper invoice to COUNTY requesting payment for services properly rendered. The CONTRACTORÓS invoice shall describe with reasonable particularity the service rendered. The CONTRACTORÓS invoice shall be accompanied by such supporting documentation or data in support of expenses for which payment is sought that is acceptable to the Clerk based on generally accepted account principles and such laws, rules and regulations as may govern the ClerkÓs disbursal of funds. 7.3 BUDGET AND REIMBURSEABLE EXPENSES 7.3.1 The CONTRACTOR may not be entitled to receive, and the COUNTY is not obligated to pay, any fees or expenses in excess of the amount budgeted for this contract in each fiscal year (October 1 - September 30) by COUNTY's Board of County Commissioners. The budgeted amount may only be modified by an affirmative act of the COUNTY's Board of County Commissioners. 7.3.2 The COUNTYÓs performance and obligation to pay under this Agreement is contingent upon an annual appropriation by the Board of County Commissioners and the approval of the Board members at the time of contract initiation and its duration. 7.3.3 It is anticipated that no reimbursable expenses will be incurred by the CONTRACTOR. Expenses will only be reimbursed if authorized by the County in writing in advance and to the extent and in the amount authorized by Section 112.061, Florida Statutes and the Monroe County Code of Ordinances. 7.4 TERM OF AGREEMENT The initial term of this Agreement is for a two (2) year period commencing upon final execution of the Agreement by the Parties ("Effective Date"). This Agreement may be renewed upon mutual agreement of the parties for up to two (2) additional years. Any renewal is contingent upon successful renegotiation of the hourly rates shown in Attachment A by the parties and a written amendment to this Agreement. Any renewal of this Agreement must be in writing and signed by both the COUNTY and CONTRACTOR. ARTICLE VIII INSURANCE 8.1 The CONTRACTOR shall obtain insurance as specified and maintain the required insurance at all times that this Agreement is in effect. In the event the completion of the project (to include the work of others) is delayed or suspended as a result of the CONTRACTORÓS failure to purchase or maintain the required insurance, the Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!7!pg!:3 Qbdlfu!Qh/!364 D/22/b CONTRACTOR shall indemnify the COUNTY from any and all increased expenses resulting from such delay. Coverage Minimum Limits Code WorkersÓ Compensation Statutory WC2 Employers Liability $500,000/$500,000/$500,000 Commercial general $500,000 GL2 Liability Vehicle Liability Not Required Not Required Professional Liability $500,000/$1,000,000 PRO2 Cyber Liability $1,000,000 CL1 8.2 The coverage provided herein shall be provided by an insurer with an A.M. Best rating of VI or better, that is licensed to business in the State of Florida and that has an agent for service of process within the State of Florida. The coverage shall contain an endorsement providing sixty (60) days' notice to the COUNTY prior to any cancellation of said coverage. Said coverage shall be written by an insurer acceptable to the COUNTY and shall be in a form acceptable to the COUNTY. 8.3 CONTRACTOR shall obtain and maintain the following policies: A. WorkersÓ Compensation insurance as required by the State of Florida, sufficient to respond to Florida Statute 440. B. Employers Liability Insurance with limits of $500,000 per Accident, $500,000 Disease, policy limits, $500,000 Disease each employee. C. General Liability Insurance, including Personal Injury Liability, covering claims for injuries to members of the public or damage to property of others arising out of any covered act or omission of the CONTRACTOR or any of its employees, agents or subcontractors or subCONTRACTORs, including Premises and/or Operations, Products and Completed Operations, Independent Contractors; Broad Form Property Damage and a Blanket Contractual Liability Endorsement with $500,000 Limits. An Occurrence Form policy is preferred. If coverage is changed to or provided on a Claims Made policy, its provisions should include coverage for claims filed on or after the effective date of this contract. In addition, the period for which claims may be reported must extend for a minimum of 48 months following the termination or expiration of this contract. D. Professional Liability Insurance of $1,000,000 limits. If the policy is a Ðclaims madeÑ policy, CONTRACTOR shall maintain coverage or purchase a ÐtailÑ to Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!8!pg!:3 Qbdlfu!Qh/!365 D/22/b cover claims made after completion of the project to cover the statutory time limits in Chapter 95 of the Florida Statutes. E. Cyber Liability Insurance to include the following coverages: Data Breach, Network Security Liability, Internet Media, Network Extortion, regulatory Proceedings, PCI Fine and Cost. The minimum limits acceptable is: $1,000,000. F. MONROE COUNTY BOCC shall be named as an additional insured with respect to CONTRACTORÓS liabilities hereunder in insurance coverages identified in Paragraphs C. G. CONTRACTOR shall require its subcontractors to be adequately insured at least to the limits prescribed above, and to any increased limits of CONTRACTOR if so required by COUNTY during the term of this Agreement. COUNTY will not pay for increased limits of insurance for subcontractors. H. CONTRACTOR shall provide to the COUNTY certificates of insurance or a copy of all insurance policies including those naming the COUNTY as an additional insured. The COUNTY reserves the right to require a certified copy of such policies upon request. I. If the CONTRACTOR participates in a self-insurance fund, a Certificate of Insurance will be required. In addition, the CONTRACTOR may be required to submit updated financial statements from the fund upon request from the COUNTY. ARTICLE IX MISCELLANEOUS 9.1 SECTION HEADINGS Section headings have been inserted in this Agreement as a matter of convenience of reference only, and it is agreed that such section headings are not a part of this Agreement and will not be used in the interpretation of any provision of this Agreement. 9.2 SUCCESSORS AND ASSIGNS The CONTRACTOR shall not assign or subcontract its obligations under this agreement, except in writing and with the prior written approval of the Board of County Commissioners for Monroe County and the CONTRACTOR, which approval shall be subject to such conditions and provisions as the Board may deem necessary. This paragraph shall be incorporated by reference into any assignment or subcontract and any assignee or subcontractor shall comply with all of the provisions of this agreement. Subject to the provisions of the immediately Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!9!pg!:3 Qbdlfu!Qh/!366 D/22/b preceding sentence, each party hereto binds itself, its successors, assigns and legal representatives to the other and to the successors, assigns and legal representatives of such other party. 9.3 NO THIRD PARTY BENEFICIARIES Nothing contained herein shall create any relationship, contractual or otherwise, with or any rights in favor of, any third party. 9.4 TERMINATION A. In the event that the CONTRACTOR shall be found to be negligent in any aspect of service, the COUNTY shall have the right to terminate this agreement after five days written notification to the CONTRACTOR. B. Either of the parties hereto may cancel this Agreement without cause by giving the other party sixty (60) days written notice of its intention to do so. C. Termination for Cause and Remedies: In the event of breach of any contract terms, the COUNTY retains the right to terminate this Agreement. The COUNTY may also terminate this agreement for cause with CONTRACTOR should CONTRACTOR fail to perform the covenants herein contained at the time and in the manner herein provided. In the event of such termination, prior to termination, the COUNTY shall provide CONTRACTOR with five (5) calendar daysÓ notice and provide the CONTRACTOR with an opportunity to cure the breach that has occurred. If the breach is not cured, the Agreement will be terminated for cause. If the COUNTY terminates this agreement with the CONTRACTOR, COUNTY shall pay CONTRACTOR the sum due the CONTRACTOR under this agreement prior to termination, unless the cost of completion to the COUNTY exceeds the funds remaining in the contract; however, the COUNTY reserves the right to assert and seek an offset for damages caused by the breach. The maximum amount due to CONTRACTOR shall not in any event exceed the spending cap in this Agreement. In addition, the COUNTY reserves all rights available to recoup monies paid under this Agreement, including the right to sue for breach of contract and including the right to pursue a claim for violation of the COUNTYÓs False Claims Ordinance, located at Section 2-721 et al. of the Monroe County Code. D. Termination for Convenience: The COUNTY may terminate this Agreement for convenience, at any time, upon sixty (60) daysÓ notice to CONTRACTOR. If the COUNTY terminates this agreement with the CONTRACTOR, COUNTY shall pay CONTRACTOR the sum due the CONTRACTOR under this agreement prior to termination, unless the cost of completion to the COUNTY exceeds the funds remaining in the contract. The maximum amount due to CONTRACTOR shall not exceed the spending cap in this Agreement. In addition, the COUNTY reserves all rights available to recoup monies paid under this Agreement, including the right to sue for breach of contract and including the right to pursue a claim for violation of the COUNTYÓs False Claims Ordinance, located at Section 2-721 et al. of the Monroe County Code. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!:!pg!:3 Qbdlfu!Qh/!367 D/22/b E. For Contracts of any amount, if the County determines that the Contractor/Consultant has submitted a false certification under Section 287.135(5), Florida Statutes or has been placed on the Scrutinized Companies that Boycott Israel List, or is engaged in a boycott of Israel, the County shall have the option of (1) terminating the Agreement after it has given the Contractor/Consultant written notice and an opportunity to demonstrate the agencyÓs determination of false certification was in error pursuant to Section 287.135(5)(a), Florida Statutes, or (2) maintaining the Agreement if the conditions of Section 287.135(4), Florida Statutes, are met. F. For Contracts of $1,000,000 or more, if the County determines that the Contractor/Consultant submitted a false certification under Section 287.135(5), Florida Statutes, or if the Contractor/Consultant has been placed on the Scrutinized Companies with Activities in the Sudan List, the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or been engaged in business operations in Cuba or Syria, the County shall have the option of (1) terminating the Agreement after it has given the Contractor/Consultant written notice and an opportunity to demonstrate the agencyÓs determination of false certification was in error pursuant to Section 287.135(5)(a), Florida Statutes, or (2) maintaining the Agreement if the conditions of Section 287.135(4), Florida Statutes, are met. 9.5 PUBLIC ENTITIES CRIMES A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime may not submit a bid on contracts 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 public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or CONTRACTOR under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 of the Florida Statutes, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list. By signing this Agreement, CONTRACTOR represents that the execution of this Agreement will not violate the Public Entity Crimes Act (Section 287.133, Florida Statutes). Violation of this section shall result in termination of this Agreement and recovery of all monies paid hereto, and may result in debarment from COUNTYÓs competitive procurement activities. In addition to the foregoing, CONTRACTOR further represents that there has been no determination, based on an audit, that it or any subCONTRACTOR has committed an act defined by Section 287.133, Florida Statutes, as a Ðpublic entity crimeÑ and that it has not been formally charged with committing an act defined as a Ðpublic entity crimeÑ regardless of the amount of money involved or whether CONTRACTOR has been placed on the convicted vendor list. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!21!pg!:3 Qbdlfu!Qh/!368 D/22/b CONTRACTOR will promptly notify the COUNTY if it or any subcontractor or subCONTRACTOR is formally charged with an act defined as a Ðpublic entity crimeÑ or has been placed on the convicted vendor list. 9.6 MAINTENANCE OF RECORDS CONTRACTOR shall maintain all books, records, and documents directly pertinent to performance under this Agreement in accordance with generally accepted accounting principles consistently applied. Records shall be retained for a period of five years from the final payment or termination of this agreement. Each party to this Agreement or its authorized representatives shall have reasonable and timely access to such records of each other party to this Agreement for public records purposes during the term of the Agreement and for five years following the final payment or termination of this Agreement. If an auditor employed by the COUNTY or Clerk determines that monies paid to CONTRACTOR pursuant to this Agreement were spent for purposes not authorized by this Agreement, or were wrongfully retained by the CONTRACTOR, the CONTRACTOR shall repay the monies together with interest calculated pursuant to Sec. 55.03, of the Florida Statutes, running from the date the monies were paid by the COUNTY. 9.7 GOVERNING LAW, VENUE, INTERPRETATION, COSTS, AND FEES This Agreement shall be governed by and construed in accordance with the laws of the State of Florida applicable to contracts made and to be performed entirely in the State. In the event that any cause of action or administrative proceeding is instituted for the enforcement or interpretation of this Agreement, COUNTY and th CONTRACTOR agree that venue shall lie in the 16 Judicial Circuit, Monroe County, Florida, in the appropriate court or before the appropriate administrative body. This agreement shall not be subject to arbitration. Mediation proceedings initiated and conducted pursuant to this Agreement shall be in accordance with the Florida Rules of Civil Procedure and usual and customary procedures required by the circuit court of Monroe County. 9.8 SEVERABILITY If any term, covenant, condition or provision of this Agreement (or the application thereof to any circumstance or person) shall be declared invalid or unenforceable to any extent by a court of competent jurisdiction, the remaining terms, covenants, conditions and provisions of this Agreement, shall not be affected thereby; and each remaining term, covenant, condition and provision of this Agreement shall be valid and shall be enforceable to the fullest extent permitted by law unless the enforcement of the remaining terms, covenants, conditions and provisions of this Agreement would prevent the accomplishment of the original intent of this Agreement. The COUNTY and CONTRACTOR agree to reform the Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!22!pg!:3 Qbdlfu!Qh/!369 D/22/b 9.9 ATTORNEYÓS FEES AND COSTS The COUNTY and CONTRACTOR agree that in the event any cause of action or administrative proceeding is initiated or defended by any party relative to the enforcement or interpretation of this Agreement, the prevailing party shall be entitled to reasonable attorneyÓs fees, court costs, investigative, and out-of-pocket expenses, as an award against the non-prevailing party, and shall include attorneyÓs fees, courts costs, investigative, and out-of-pocket expenses in appellate proceedings. 9.10 BINDING EFFECT The terms, covenants, conditions, and provisions of this Agreement shall bind and inure to the benefit of the COUNTY and CONTRACTOR and their respective legal representatives, successors, and assigns. 9.11 AUTHORITY Each party represents and warrants to the other that the execution, delivery and performance of this Agreement have been duly authorized by all necessary County and corporate action, as required by law. 9.12 CLAIMS FOR FEDERAL OR STATE AID CONTRACTOR and COUNTY agree that each shall be, and is, empowered to apply for, seek, and obtain federal and state funds to further the purpose of this Agreement. Any conditions imposed as a result of funding that affect the Project will be provided to each party. 9.13 ADJUDICATION OF DISPUTES OR DISAGREEMENTS COUNTY and CONTRACTOR agree that all disputes and disagreements shall be attempted to be resolved by meet and confer sessions between representatives of each of the parties. If the issue or issues are still not resolved to the satisfaction of the parties, then any party shall have the right to seek such relief or remedy as may be provided by this Agreement or by Florida law. This Agreement is not subject to arbitration. This provision does not negate or waive the provisions of paragraph 9.4 concerning termination or cancellation. 9.14 COOPERATION In the event any administrative or legal proceeding is instituted against either party relating to the formation, execution, performance, or breach of this Agreement, COUNTY and CONTRACTOR agree to participate, to the extent required by the other party, in all proceedings, hearings, processes, meetings, and other activities related to the substance of this Agreement or provision of the services under this Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!23!pg!:3 Qbdlfu!Qh/!36: D/22/b Agreement. COUNTY and CONTRACTOR specifically agree that no party to this Agreement shall be required to enter into any arbitration proceedings related to this Agreement. 9.15 NONDISCRIMINATION CONTRACTOR and COUNTY agree that there will be no discrimination against any person, and it is expressly understood that upon a determination by a court of competent jurisdiction that discrimination has occurred, this Agreement automatically terminates without any further action on the part of any party, effective the date of the court order. CONTRACTOR or COUNTY agrees to comply with all Federal and Florida statutes, and all local ordinances, as applicable, relating to nondiscrimination. These include but are not limited to: 1) Title VII of the Civil Rights Act of 1964 (PL 88-352) which prohibits discrimination on the basis of race, color or national origin; 2) Title IX of the Education Amendment of 1972, as amended (20 USC ss. 1681-1683, and 1685-1686), which prohibits discrimination on the basis of sex; 3) Section 504 of the Rehabilitation Act of 1973, as amended (20 USC s. 794), which prohibits discrimination on the basis of handicaps; 4) The Age Discrimination Act of 1975, as amended (42 USC ss. 6101- 6107) which prohibits discrimination on the basis of age; 5) The Drug Abuse Office and Treatment Act of 1972 (PL 92-255), as amended, relating to nondiscrimination on the basis of drug abuse; 6) The Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (PL 91-616), as amended, relating to nondiscrimination on the basis of alcohol abuse or alcoholism; 7) The Public Health Service Act of 1912, ss. 523 and 527 (42 USC ss. 690dd-3 and 290ee-3), as amended, relating to confidentiality of alcohol and drug abuse patient records; 8) Title VIII of the Civil Rights Act of 1968 (42 USC s. et seq.), as amended, relating to nondiscrimination in the sale, rental or financing of housing; 9) The Americans with Disabilities Act of 1990 (42 USC s. 12101 Note), as may be amended from time to time, relating to nondiscrimination on the basis of disability; 10) Monroe County Code Chapter 14, Article II, which prohibits discrimination on the basis of race, color, sex, religion, national origin, ancestry, sexual orientation, gender identity or expression, familial status or age; 11) Any other nondiscrimination provisions in any Federal or state statutes which may apply to the parties to, or the subject matter of, this Agreement. 9.16 COVENANT OF NO INTEREST CONTRACTOR and COUNTY covenant that neither presently has any interest, and shall not acquire any interest, which would conflict in any manner or degree with its performance under this Agreement, and that only interest of each is to perform and receive benefits as recited in this Agreement. 9.17 CODE OF ETHICS Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!24!pg!:3 Qbdlfu!Qh/!371 D/22/b COUNTY agrees that officers and employees of the COUNTY recognize and will be required to comply with the standards of conduct for public officers and employees as delineated in Section 112.313, Florida Statutes, regarding, but not limited to, solicitation or acceptance of gifts; doing business with oneÓs agency; unauthorized compensation; misuse of public position, conflicting employment or contractual relationship; and disclosure or use of certain information. In accordance with Section 5 (b) Monroe County Ordinance No. 010-1990, CONTRACTOR warrants that he/it had not employed, retained or otherwise had act on his/its behalf any former County officer or employee subject to the prohibition of Section 2 of Ordinance No. 010-1990 or any County officer or employee in violation of Section 3 of Ordinance No. 020-1990. For breach or violation of this provision the County may, in its discretion, terminate this contract without liability and may also, in its discretion, deduct from the contract or purchase price, or otherwise recover the full amount of any fee, commission, percentage, gift, or consideration paid to the former County officer or employee.Ñ 9.18 NO SOLICITATION/PAYMENT The CONTRACTOR and COUNTY warrant that, in respect to itself, it has neither employed nor retained any company or person, other than a bona fide employee working solely for it, to solicit or secure this Agreement and that it has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for it, any fee, commission, percentage, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For the breach or violation of the provision, the CONTRACTOR agrees that the COUNTY shall have the right to terminate this Agreement without liability and, at its discretion, to offset from monies owed, or otherwise recover, the full amount of such fee, commission, percentage, gift, or consideration. 9.19 PUBLIC ACCESS. Public Records Compliance. CONTRACTOR must comply with Florida public records laws, including but not limited to Chapter 119, Florida Statutes and Section 24 of article I of the Constitution of Florida. The County and CONTRACTOR shall allow and permit reasonable access to, and inspection of, all documents, records, papers, letters or other Ðpublic recordÑ materials in its possession or under its control subject to the provisions of Chapter 119, Florida Statutes, and made or received by the County and CONTRACTOR in conjunction with this contract and related to contract performance. The County shall have the right to unilaterally cancel this contract upon violation of this provision by the CONTRACTOR . Failure of the CONTRACTOR to abide by the terms of this provision shall be deemed a material breach of this contract and the County may enforce the terms of this provision in the form of a court proceeding and shall, as a prevailing party, be entitled to reimbursement of all attorneyÓs fees and costs associated with that Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!25!pg!:3 Qbdlfu!Qh/!372 D/22/b proceeding. This provision shall survive any termination or expiration of the contract. The CONTRACTOR is encouraged to consult with its advisors about Florida Public Records Law in order to comply with this provision. Pursuant to F.S. 119.0701 and the terms and conditions of this contract, the CONTRACTOR is required to: (1) Keep and maintain public records that would be required by the County to perform the service. (2) Upon receipt from the CountyÓs custodian of records, provide the County with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the CONTRACTOR does not transfer the records to the County. (4) Upon completion of the contract, transfer, at no cost, to the County all public records in possession of the CONTRACTOR or keep and maintain public records that would be required by the County to perform the service. If the CONTRACTOR transfers all public records to the County upon completion of the contract, the CONTRACTOR shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the CONTRACTOR keeps and maintains public records upon completion of the contract, the CONTRACTOR shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the County, upon request from the CountyÓs custodian of records, in a format that is compatible with the information technology systems of the County. (5) A request to inspect or copy public records relating to a County contract must be made directly to the County, but if the County does not possess the requested records, the County shall immediately notify the CONTRACTOR of the request, and the CONTRACTOR must provide the records to the County or allow the records to be inspected or copied within a reasonable time. If the CONTRACTOR does not comply with the CountyÓs request for records, the County shall enforce the public records contract provisions in accordance with the contract, notwithstanding the CountyÓs option and right to unilaterally cancel this contract upon violation of this provision by the CONTRACTOR . A CONTRACTOR who fails to provide the public records to the County or pursuant to a valid public records request within a reasonable time may be subject to penalties under section119.10, Florida Statutes. The CONTRACTOR shall not transfer custody, release, alter, destroy or otherwise dispose of any public records unless or otherwise provided in this provision or as otherwise provided by law. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!26!pg!:3 Qbdlfu!Qh/!373 D/22/b IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR ÓS DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, BRIAN BRADLEY AT PHONE# 305- 292-3470 BRADLEY-BRIAN@MONROECOUNTY-FL.GOV, MONROE COUNTY TH ATTORNEYÓS OFFICE 1111 12 Street, SUITE 408, KEY WEST, FL 33040. 9.20 NON-WAIVER OF IMMUNITY Notwithstanding the provisions of Sec. 768.28, Florida Statutes, the participation of the CONTRACTOR and the COUNTY in this Agreement and the acquisition of any commercial liability insurance coverage, self-insurance coverage, or local government liability insurance pool coverage shall not be deemed a waiver of immunity to the extent of liability coverage, nor shall any contract entered into by the COUNTY be required to contain any provision for waiver. 9.21 PRIVILEGES AND IMMUNITIES All of the privileges and immunities from liability, exemptions from laws, ordinances, and rules and pensions and relief, disability, workersÓ compensation, and other benefits which apply to the activity of officers, agents, or employees of any public agents or employees of the COUNTY, when performing their respective functions under this Agreement within the territorial limits of the COUNTY shall apply to the same degree and extent to the performance of such functions and duties of such officers, agents, volunteers, or employees outside the territorial limits of the COUNTY. 9.22 LEGAL OBLIGATIONS AND RESPONSIBILITIES Non-Delegation of Constitutional or Statutory Duties. This Agreement is not intended to, nor shall it be construed as, relieving any participating entity from any obligation or responsibility imposed upon the entity by law except to the extent of actual and timely performance thereof by any participating entity, in which case the performance may be offered in satisfaction of the obligation or responsibility. Further, this Agreement is not intended to, nor shall it be construed as, authorizing the delegation of the constitutional or statutory duties of the COUNTY, except to the extent permitted by the Florida constitution, state statute, and case law. 9.23 NON-RELIANCE BY NON-PARTIES No person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to enforce or attempt to enforce any third-party claim or entitlement to or benefit of any service or program contemplated hereunder, and the CONTRACTOR and the COUNTY agree that neither the CONTRACTOR nor the COUNTY or any agent, officer, or employee of either shall have the authority to inform, counsel, or otherwise indicate that any particular individual or group of Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!27!pg!:3 Qbdlfu!Qh/!374 D/22/b individuals, entity or entities, have entitlements or benefits under this Agreement separate and apart, inferior to, or superior to the community in general or for the purposes contemplated in this Agreement. 9.24 ATTESTATIONS AND TRUTH IN NEGOTIATION CONTRACTOR agrees to execute such documents as COUNTY may reasonably require, including a Public Entity Crime Statement, an Ethics Statement, and a Drug-Free Workplace Statement. Signature of this Agreement by CONTRACTOR shall act as the execution of a truth in negotiation certificate stating that wage rates and other factual unit costs supporting the compensation pursuant to the Agreement are accurate, complete, and current at the time of contracting. The original contract fee and any additions thereto shall be adjusted to exclude any significant sums by which the agency determines the contract price was increased due to inaccurate, incomplete, or concurrent wage rates and other factual unit costs. All such adjustments must be made within one year following the end of the Agreement. 9.25 NO PERSONAL LIABILITY No covenant or agreement contained herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee of Monroe County in his or her individual capacity, and no member, officer, agent or employee of Monroe County shall be liable personally on this Agreement or be subject to any personal liability or accountability by reason of the execution of this Agreement. 9.26 EXECUTION IN COUNTERPARTS This Agreement may be executed in any number of counterparts, each of which shall be regarded as an original, all of which taken together shall constitute one and the same instrument and any of the parties hereto may execute this Agreement by signing any such counterpart. 9.27 E-VERIFY SYSTEM Beginning January 1, 2021, in accordance with F.S. 448.095, the Contractor and any subcontractor shall register with and shall utilize the U.S. Department of Homeland SecurityÓs E-Verify system to verify the work authorization status of all new employees hired by the Contractor during the term of the Contract and shall expressly require any subcontractors performing work or providing services pursuant to the Contract to likewise utilize the U.S. Department of Homeland SecurityÓs E-Verify system to verify the work authorization status of all new employees hired by the subcontractor during the Contract term. Any subcontractor shall provide an affidavit stating that the subcontractor does not employ, contract with, or subcontract with an unauthorized alien. The Contractor shall comply with and be subject to the provisions of F.S. 448.095. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!28!pg!:3 Qbdlfu!Qh/!375 D/22/b 9.28 UNCONTROLLABLE CIRCUMSTANCE Any delay or failure of either Party to perform its obligations under this Agreement will be excused to the extent that the delay or failure was caused directly by an event beyond such Party's control, without such Party's fault or negligence and that by its nature could not have been foreseen by such Party or, if it could have been foreseen, was unavoidable: (a) acts of God; (b) flood, fire, earthquake, explosion, tropical storm, hurricane or other declared emergency in the geographic area of the Project; (c) war, invasion, hostilities (whether war is declared or not), terrorist threats or acts, riot, or other civil unrest in the geographic area of the Project; (d) government order or law in the geographic area of the Project; (e) actions, embargoes, or blockades in effect on or after the date of this Agreement; (f) action by any governmental authority prohibiting work in the geographic area of the Project;(each, a "Uncontrollable Circumstance"). CONTRACTORÓS financial inability to perform, changes in cost or availability of materials, components, or services, market conditions, or supplier actions or contract disputes will not excuse performance by Contractor under this Section. Contractor shall give County written notice within 7 days of any event or circumstance that is reasonably likely to result in an Uncontrollable Circumstance, and the anticipated duration of such Uncontrollable Circumstance. Contractor shall use all diligent efforts to end the Uncontrollable Circumstance, ensure that the effects of any Uncontrollable Circumstance are minimized and resume full performance under this Agreement. The County will not pay additional cost as a result of an Uncontrollable Circumstance. The Contractor may only seek a no cost extension for such reasonable time as the Owners Representative may determine. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!29!pg!:3 Qbdlfu!Qh/!376 D/22/b IN WITNESS WHEREOF, each party has caused this Agreement to be executed by its duly authorized representative on the day and year first above written. (SEAL) BOARD OF COUNTY COMMISSIONERS Attest: Kevin Madok, Clerk OF MONROE COUNTY, FLORIDA By:_____________________________ By:_____________________________ As Deputy Clerk Mayor/Chairman (Seal) CONTRACTOR ONTRACTOR Attest: BY:____________________________ By:________________________ ______________________________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________________________________________________________________________ _____________________________________ Matthew Incinelli, Partner Title:___________________________ Title:_______________________ Carr, Riggs & Ingram, LLC END OF AGREEMENT Bqqspwfebtupgpsnboemfhbmtvggjdjfodz; NpospfDpvouzBuupsofz(tPggjdf Ejhjubmmz!tjhofe!cz!Dzouijb!M/!Ibmm! EO;!do>Dzouijb!M/!Ibmm-!p>Npospf! Dpvouz!CPDD-!pv-!fnbjm>ibmm. dzouijbAnpospfdpvouz.gm/hpw-! d>VT! Ebuf;!3133/14/42!25;64;67!.15(11( Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!2:!pg!:3 Qbdlfu!Qh/!377 D/22/b Attachment A- Scope of Services A. Monroe County seeks responses from qualified firms demonstrating successful experiences in providing public sector construction contract audit services. These services will be used to assist Monroe County in ensuring that public funds are used according to agreements and contracts. Monroe County is seeking construction audit services for capital improvement projects supervised by Project Management in which the budget for construction services for the project exceeds $500,000. The Scope of Services identified below does not delineate every detail and minor work task required to be performed. Any and all additions, substitutions or changes must be discussed with the County prior to implementation. The goals of the audits are: cost management, risk identification and management, financial control, identification and minimization of overcharges on projects; reduction of litigation costs through better project control and information. This engagement may include all facts of the construction process, commencing with solicitation of contractor bids or proposals through project closeout, including compliance with the requirements of grants awarded for the funding of the project. All services required under this RFP can be performed remotely. Therefore, the price proposals offered in response to this RFP should not request reimbursement for travel or per diems. B. Construction Contract Documentation Audits: The auditing services shall consist of the following procedures during the review of construction documentation: 1. Review all construction contracts during negotiation period to provide guidance. 2. Obtain contract documents between the contractor or Construction Manager at Risk (vendor) (collectively, CM) and the County. Note items of financial significance including provisions related to job cost, fee arrangements, bonds, labor, materials, insurance, and any special requirements in grant agreements. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!31!pg!:3 Qbdlfu!Qh/!378 D/22/b 3. Ask if there are any related party transactions; if so, investigate conflicts of interest. Obtain and review all sub-contractor contracts and document costs. 4. Review construction management fees and general conditions for conformity to contract documents. 5. Review and test general conditions labor for accuracy of base salary, labor burden and personnel appropriateness to the project. 6. Review contingency usage for proper authorization and resolution of final balances. 7. For each project assigned, provide monthly progress reports to the County indicating the status of each project and any issues pertaining to the project. C. Contract compliance Audits: The auditing services shall consist of the following procedures during the review of the construction phase: 1. Test and monitor controls per the base contract and applicable amendments. 2. Review and assist with processing payment applications (usually monthly), including: i. Labor hours, wages and/or stipulated rates charged to the project (including comparison to required Davis/Bacon rates where applicable); ii. Labor burden costs including benefits, unemployment, workers' compensation and other elements charged to the project; iii. Profit and overhead rates charged to the project; iv. Accounting systems used (e.g., payroll audits, rates, cost segregation, overhead); v. Materials and equipment cost, including use of direct purchase where applicable; vi. Procurement of subcontractors; vii. Subcontractors' costs charged to project; viii. Contingency usage; ix. Change orders; x. Contractor-owned equipment rentals/small tools and other construction costs; xi. Costs of insurance, including general insurance, commercial auto liability, builder's risk, and other types of insurance xii. Presence of adequate bonds and bond expenses Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!32!pg!:3 Qbdlfu!Qh/!379 D/22/b xiii. Home office overhead costs xiv. Fees and markups of any kind xv. Permit expenses xvi. Verification of proper sales and use tax charges xvii. Allowable and unallowable cost reviews xviii. In general, compliance with grant requirements xix. Project closeout 3. Provide overall verification of costs. 4. Test for contract compliance. 5. Identify potential overcharges and recommend action to the Owner. 6. Recommend control improvements as necessary during the audit process. 7. Site visits, as necessary and with prior approval of the Owner. 8. Respondent shall provide a report of findings for each project upon completion. 9. Review the Certificate of Substantial Completion and the Certificate of Final Inspection signed by the Architect to verify the project was completed in accordance with the contract and determine whether Liquidated Damages are chargeable. 10. Obtain evidence of Purchase Order reconciliation to ensure that final contract value was accurate and reflected final pre-attestation adjustments. 11. For Construction Manager at Risk projects, -calculate the Guaranteed Maximum Price (GMP) and actual costs of construction using the CM records. 12. Review the County's practices for compliance with the Florida Local Government Prompt Payment Act. D. Respondent may be asked to assist the County related to instances of disagreement pertaining to funds owed the County by the CM based on cost calculations. E. Annually, the firm shall provide a written summary of trends noted by it in the performance of its services under this bid and an overall assessment of the CountyÓs performance, based upon the work performed by the firm over the prior year. This report should include analysis of strengths, areas for improvement, and recommendations to implement current industry best practices where appropriate. F. Audits shall be performed in accordance with generally accepted auditing standards. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!33!pg!:3 Qbdlfu!Qh/!37: D/22/b G. Audits shall be completed no later than ninety (90) days after receipt of certificate of occupancy at the project location. Should the firm encounter any delay that could jeopardize the completion date, the firm shall communicate with the County contact person. H. The firm should keep the district abreast of new and upcoming accounting standards or practices that directly affect the districtÓs construction audit projects as well as trends in the construction industry. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!34!pg!:3 Qbdlfu!Qh/!381 D/22/b Attachment B- Contractor Proposal Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!35!pg!:3 Qbdlfu!Qh/!382 D/22/b Professional Services Proposal for Monroe County Board of County Commissioners Sfrvftu!gps!Qspqptbmt!.!Dpotusvdujpo!Bvejujoh!Tfswjdft Nbsdi!3:-!3133 Qspqptfs Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst 2142!X/!Npstf!Cmwe/-!Tvjuf!311 Xjoufs!Qbsl-!GM!4389: Qipof;!518/755/8566 Gby;!518/739/6388 Tvcnjuufe!cz NbuuifxJodjofmmj Qbsuofs njodjofmmjADSJdqb/dpn Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!36!pg!:3 Qbdlfu!Qh/!383 D/22/b Efbs!Tfmfdujpo!Dpnnjuuff;! 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Tjodfsfmz- NbuuifxJodjofmmj Fohbhfnfou!Qbsuofs Dbss-!Sjhht!'!Johsbn-!MMD Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!37!pg!:3 Qbdlfu!Qh/!384 DBSS-!SJHHT!'!JOHSBNDSJdqb/dpn D/22/b TABLE OF CONTENTS Ubc!2;!!GJSN!PWFSWJFX5 Tubufnfou!pg!Joufsftu3 Ijtupsz!pg!uif!Gjsn6 Tqfdjgjd!Rvbmjgjdbujpot7 Ubc!3;!!QFSTPOOFM29 Lfz!Qfstpoofm2: Sftvnft32 Dfsujgjdbujpot71 Gmpsjeb!Mjdfotf74 Ubc!4;!!FYQFSJFODF 41 Sfmfwbou!Qspkfdu!Fyqfsjfodf42 Mpoh.Ufsn!Sfmbujpotijqt46 Ubc!5;!!SFGFSFODFT 47 Mfuufst!pg!Sfgfsfodf48 Sfgfsfodf!Efubjmt54 Ubc!6;!!QSJDF!QSPQPTBM 55 Ipvsmz!Sbuft56 Bmm.Jodmvtjwf!Gjsn!Gjyfe!Qsjdf57 Ubc!7;!!GJOBODJBM!JOGPSNBUJPO!BOE!MJUJHBUJPO!)VOEFS!TFQBSBUF!DPWFS*58 MMD!Nfncfst Pggjdfst!boe!Ejsfdupst Zfbst!jo!Pqfsbujpo Zfbst!voefs!Qsftfou!boe!Qsjps!Obnf Dmbjnt!boe!Tvjut Ubc!8;!!SFRVJSFE!DPVOUZ!GPSNT!BOE!MJDFOTFT 5: Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!38!pg!:3 Qbdlfu!Qh/!385 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 1: FIRM OVERVIEW Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!39!pg!:3 Qbdlfu!Qh/!386 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 1: FIRM OVERVIEW CSJFG!IJTUPSZ!PG!UIF!GJSN Ftubcmjtife!jo!2::8-!Dbss-!Sjhht!'!Johsbn-!MMD)DSJ*!jt!b tvqfs.sfhjpobm!dfsujgjfe!qvcmjd!bddpvoujoh!boe!dpotvmujoh!gjsn xjui!spput!hpjoh!cbdl!up!2:83/!DSJ!ibt!411,!qbsuofst!boe 2:11,!qspgfttjpobmt!bdsptt!85!pggjdft!mpdbufe!jo!21!tubuft/ DSJ!ibt!qspwjefe!bvejujoh-!bddpvoujoh-!uby!qsfqbsbujpo-!boe dpotvmujoh!tfswjdft!up!dmjfout-!jodmvejoh!hpwfsonfoubm pshboj{bujpot-!tjodf!jodfqujpo/ DSJ(t!dpsqpsbuf!pggjdf!jt!mpdbufe!jo!Foufsqsjtf-!Bmbcbnb/!Uif fohbhfnfou!ufbn!gps!Npospf!Dpvouz!xjmm!cf!cbtfe!pvu!pg DSJ(t!Psmboep!boe!Nfmcpvsof!pggjdft/!Uiftf!pggjdft tqfdjbmj{f!joDpotusvdujpo!Bvejujoh!Tfswjdft-!qbsujdvmbsmz!up hpwfsonfoubm!foujujft/ Tjodf!2::6-!DSJ!ibt!qfsgpsnfe!pwfs!961!dpotusvdujpo!dptu!wfsjgjdbujpo!tfswjdft!)#dpotusvdujpo!bveju!tfswjdft#* fohbhfnfout-!cpui!bt!bhsffe.vqpo!qspdfevsft!boe!dpotvmujoh!fohbhfnfout-gps!qsjwbuf!boe!qvcmjd!pxofst!pg dpotusvdujpo!qspkfdut/!Jo!uif!mbtu!6!zfbst-!DSJ!ibt!cffo!fohbhfe!up!qfsgpsn!dpotusvdujpo!bvejujoh!tfswjdft!gps!pwfs!411 qspkfdut-!xjui!b!upubm!dpotusvdujpo!wbmvf!bwfsbhjoh!%541-111-111!qfs!zfbs/Xf!ibwf!qfsgpsnfe!uiftf!qspdfevsft!gps!tfwfsbm Pxofst!xiptf!boovbm!dpotusvdujpo!qsphsbn!fydffefe!%311!njmmjpo!epmmbst/ Pvs!tfswjdft!jodmvef!dpotusvdujpo!dpousbdu!sfwjfxt-!hvbsbouffe!nbyjnvn!qsjdf!sfwjfxt-!dpotusvdujpo!dpousbdu!njmftupof!bvejut- qbz!bqqmjdbujpo!sfwjfxt-!boe!dpotusvdujpo!dpousbdu!dmptf!pvu!fohbhfnfout/ Xf!ibwf!qfsgpsnfe!uiftf!tfswjdft!qsjnbsjmz!gps!dptu!qmvt!gff!uzqf!dpousbdut-!jodmvejoh!uif!gpmmpxjoh; 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DSJ/ DSJ!gjobmj{ft!uif!sfdpnnfoebujpot!joup!b!gjobm!efmjwfsbcmfVqpo!sfdfjqu!pg!uif!Pxofst!dpnnfout!boe!fejut!pg!uif!esbgu! sfdpnnfoebujpot-!b!gjobm!efmjwfsbcmf-!fjuifs!b!sfemjofe! dpousbdu!ps!tvnnbsz!pg!sfdpnnfoebujpot-!xpvme!cf!jttvfe! xjuijo!4.6!ebzt-!sfgmfdujoh!ofdfttbsz!dibohft/ Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!41!pg!:3 Qbdlfu!Qh/!388 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: GUARANTEED MAXIMUM PRICE (GMP) REVIEW DSJ!sfwjfxt!uif!dpnqpofout!pg!uif!HNQ!boe!qfsgpsnt!wfsjgjdbujpo!uftujoh-!cfgpsf!uif!Qspkfdu!tubsut-!up!bwpje! fydfttjwf0jnqspqfs!dibshft/!Bsfbt!pg!uftujoh!xpvme!jodmvef!)cvu!opu!cf!mjnjufe!up*;!hfofsbm!dpoejujpot!mbcps!sbuft-!mbcps!cvsefo- hfofsbm!mjbcjmjuz!jotvsbodf-!boe!tvcdpousbdups!efgbvmu!jotvsbodf/!Cfmpx!jt!bo!fybnqmf!pg!uzqjdbm!qspdfevsft!gps!uijt!uzqf!pg! fohbhfnfou/ PROCEDURES: GMP REVIEW 2/!Pcubjo!boe!sfbe!b!dpqz!pg!uif!qspqptfe!dpousbdu!cfuxffo!uif!Pxofs!boe!uif!Dpotusvdujpo!Nbobhfs!sfmbujwf!up!uif! dpotusvdujpo!pg!uif!Qspkfdu/ 3/!Pcubjo!b!dpqz!pg!uif!qspqptfe!HNQ!boe!fwbmvbuf!uif!dpnqpofout-!xjui!qbsujdvmbs!buufoujpo!up!uif!gpmmpxjoh-!jg! bqqmjdbcmf; b/!Hfofsbm!dpoejujpot;! !Sfwjfx!uif!dpousbdujoh!nfuipepmphz!boe!uif!bqqmjdbcmf!tusbufhz!xjui!uif!Pxofs/! !Sfwjfx!efubjm!tdifevmft!pg!uif!dptut!jodmvefe!boe!qspwjef!pctfswbujpot!boe!dpnnfout/! !Sfwjfx!uif!fyqfdufe!dpnqpofout!bt!eftdsjcfe!cfmpx/ !c/!Tvcdpousbdupst; !Tfmfdu!uif!mbshftu!21!tvcdpousbdut!boe!wfsjgz!uibu!uif!mpxftu!cjeefs!xbt!diptfo/ !Jg!uif!mpxftu!cjeefs!xbt!opu!diptfo-!pcubjo!fyqmbobujpo!gspn!uif!Dpotusvdujpo!Nbobhfs!gps!uifjs!dipjdf!boe! sfqpsu!uif!fyqmbobujpo!up!uif!Pxofs/ !d/!Hfofsbm!dpoejujpot!mbcps!sbuft;! !Sfwjfx!uif!mbcps!qpsujpo!pg!uif!hfofsbm!dpoejujpot!boe!dpnqbsf!uif!sbuft!vtfe!up!sbuft!jo!puifs!HNQ! dbmdvmbujpot/ !Uftu!uif!bduvbm!cbtf!mbcps!sbuft!vtfe!jo!uif!dbmdvmbujpo!up!uif!dvssfou!qbzspmm!sfdpset!pg!uif!Dpotusvdujpo! 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Qspkfdu/!Uijt!xpvme!jodmvef-!cvu!opu!cf!mjnjufe!up;!qvsdibtf!qsjdf-!efqsfdjbcmf!mjgf-!nbjoufobodf!dptut-! pqfsbujoh!dptut/ !Dsfbuf!b!ubcmf!pg!wfsjgjfe!cjmmbcmf!sbuft!gps!frvjqnfou/ Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!42!pg!:3 Qbdlfu!Qh/!389 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: GMP REVIEW - CONTINUED PROCEDURES: GMP REVIEW (CONTINUED) !h/!Cpoe;! !Sfwjfx!uif!uijse!qbsuz!cpoe!sbuf!gspn!uif!Dpotusvdujpo!Nbobhfst!cpoejoh!dpnqboz/ !i/!Bmmpxbodft; !Sfwjfx!uif!bmmpxbodf!cbmbodft!jodmvefe!jo!uif!psjhjobm!hvbsbouffe!nbyjnvn!qsjdf/ !Fwbmvbuf!uif!qpmjdjft!boe!qspdfevsft!dpoubjofe!jo!uif!dpousbdu!epdvnfout!gps!vujmj{joh!bmmpxbodf!cbmbodft/ !j/!Tvchvbse;! !Jg!bqqmjdbcmf-!sfwjfx!uif!tvchvbse!sbuf!bhbjotu!joevtusz!tuboebset/! !Jg!uif!jotvsbodf!jt!opu!uif!sftvmu!pg!b!ejsfdu!uijse.qbsuz!cjmmjoh-!jefoujgz!uif!tpvsdf!pg!uif!sbuf!boe!sfqpsu!up!uif! 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Nbobhfst!sftqpotf/ DSJ!qsftfout!b!esbgu!pg!boz!ejggfsfodft!)jg!bqqmjdbcmf*!jo!uif!2.4!ebzt!tipvme!cf!bmmpxfe!gps!uif!Dpotusvdujpo!Nbobhfs!up! sbuft-!gjstu!up!uif!Dpotusvdujpo!Nbobhfs-!boe!uifo!up!uif!sfwjfx!boz!qpufoujbm!gjoejoht!gspn!DSJt!sfwjfx/ Pxofst!sfqsftfoubujwft DSJ!qsftfout!b!esbgu!pg!uif!efmjwfsbcmf-!xjui!wfsjgjfe!sbuft!up!Ujnf!up!sfwjfx!jt!bu!uif!Pxofst!ejtdsfujpo/ uif!Pxofs DSJ!qsftfout!uif!gjobm!efmjwfsbcmfUif!ebz!gpmmpxjoh!uif!bqqspwbm!cz!uif!Pxofst! sfqsftfoubujwft/ Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!43!pg!:3 Qbdlfu!Qh/!38: DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: PAY APPLICATION REVIEWS Uif!pckfdujwf!pg!uif!qbznfou!bqqmjdbujpo!sfwjfx!jt!up!efufsnjof!uibu!uif!bnpvou!jowpjdfe!jt!b!sfbtpobcmf!sfqsftfoubujpo!pg!xpsl dpnqmfufe!ps!tupsfe!up!ebuf!boe!uibu!uif!qbznfou!bqqmjdbujpo!jt!jo!bddpsebodf!xjui!uif!dpousbdu/!Uif!tufqt!jodmvef; !Sfdpnnfoe!dpouspm!jnqspwfnfout!evsjoh!uif!bveju!!Dibohf!psefs!qspdfttft-!dpouspmt!boe!vtbhf qspdftt!Dpousbdups!pxofe!frvjqnfou!sfoubmt0tnbmm!uppmt!boe! !Qbznfou!bqqmjdbujpo-!qspdfttjoh!boe!benjojtusbujpopuifs!dpotusvdujpo!dptut !Mbcps!ipvst-!xbhft!boe0ps!tujqvmbufe!sbuft!dibshfe!!Hfofsbm!mjbcjmjuz-!dpnnfsdjbm!bvup!mjbcjmjuz!boe!puifs! up!uif!qspkfdujotvsbodf!dptut !Mbcps!cvsefo!dptut!jodmvejoh!cfofgjut-!!Ipnf!pggjdf!pwfsifbe!dptut vofnqmpznfou!jotvsbodf-!xpslfst!dpnqfotbujpo!!Gfft!boe!nbsl.vqt!pg!boz!ljoe boe!puifs!fmfnfout!dibshfe!up!qspkfdu!Cpoe!fyqfotft !Bddpvoujoh!tztufnt!)f/h/!qbzspmm!bvejut-!sbuft-!dptu!!Qfsnju!fyqfotft tfhsfhbujpo!boe!pwfsifbe*!Uftu!boe!fwbmvbuf!dibohf!psefst !Pwfsifbe!sbuft!boe0ps!mbcps!nvmujqmjfst!Wfsjgjdbujpo!pg!qspqfs!tbmft!boe!vtf!uby!dibshft !Nbufsjbmt!boe!frvjqnfou!dptut!Bmmpxbcmf!boe!vobmmpxbcmf!dptu!sfwjfxt !Qspdvsfnfou!pg!tvcdpousbdupst!Pxofs!Ejsfdu!Qvsdibtft !Tvcdpousbdupst!dptu!dibshfe!up!qspkfdu!Sfjncvstbcmf!fyqfotft! !Pxofs!boe!Dpotusvdujpo!Nbobhfs!dpoujohfodz! vtbhf PROCEDURES: PAY APPLICATION REVIEWS Cbtfe!po!pvs!fyqfsjfodf!jo!qfsgpsnjoh!ovnfspvt!qbz!bqqmjdbujpo!sfwjfxt!gps!puifs!hpwfsonfoubm!foujujft-!xf!ibwf!efwfmpqfe!b! difdlmjtu!up!gbdjmjubuf!bo!fggfdujwf!boe!fggjdjfou!sfwjfx!qspdftt-!dpotjtujoh!pg!36!tufqt-!b!tbnqmf!pg!uiftf!tufqt!bsf!jodmvefe cfmpx; 2/!Wfsjgz!uif!dpousbdu!wbmvf!bt!sfqsftfoufe!po!uif!qbznfou!bqqmjdbujpo!jt!dpssfdu/! 3/!Wfsjgz!uif!bnpvout!sfqpsufe!po!uif!qbznfou!bqqmjdbujpo!sfdpodjmf!up!qsfwjpvt!qbznfou!bqqmjdbujpot!boe!bsf! nbuifnbujdbmmz!bddvsbuf/! 4/!Wpvdi!dibshft!up!sfmbufe!tvqqpsujoh!tvqqmjfs0wfoeps!jowpjdft0tvc.dpousbdups!qbz!bqqmjdbujpot-!fud/!)bt!bqqmjdbcmf*/! 5/!Wfsjgz!mbcps!boe!mbcps!cvsefo!bsf!dibshfe!jo!bddpsebodf!xjui!uif!dpousbdu/!! 6/!Dpogjsn!dibohf!psefst!bsf!qspqfsmz!bqqspwfe!boe!jodpsqpsbufe!joup!uif!qbz!bqqmjdbujpo/! 7/!Wbmjebuf!qspqfs!sfwjfx!boe!bqqspwbm!cz!uif!bqqspqsjbuf!sfqsftfoubujwft/! 8/!Puifs!tufqt!bsf!efwfmpqfe!boe!ubjmpsfe!up!uif!qbsujdvmbs!qspkfdu!boe!bqqmjdbcmf!lfz!dpousbdu!dpnqmjbodf!dsjufsjb/! 9/!Npouimz!qbz!bqqmjdbujpo!difdlmjtu!jodmveft!pctfswbujpot0sfdpnnfoefe!gpmmpx.vq/! Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!44!pg!:3 Qbdlfu!Qh/!391 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: PAY APPLICATION REVIEWS - CONTINUED QIBTFBQQSPYJNBUF!UJNFGSBNF!BOE!DPNNFOUT Qbz!Bqqmjdbujpo!Sfwjfx!)QBS*!tubsuBu!mfbtu!5!xfflt!qsjps!up!uif!OUQ!)jg!opu!bmsfbez!qspwjefe*-! uif!Pxofs!qspwjeft!uif!dpnqmfuf!dpousbdu!epdvnfout!up!DSJ! )Bhsffnfou-!Hfofsbm!Dpoejujpot-!Bnfoenfout-! Tvqqmfnfoubm!Dpoejujpot-!fud/!uif!bqqspwfe!HNQ*!boe!uif! QB!ufnqmbuf!jodmvejoh!uif!efubjmfe!tdifevmfe!wbmvft!!BJB! H813-!H814/ DSJ!bobmz{ft!uif!dpousbdu!epdvnfout!boe!efwfmpqt!QBS!Uijt!qspdftt!ublft!bqqspyjnbufmz!2!.3!xfflt!gspn!sfdfjqu!pg! difdlmjtu!xjui!efubjmfe!qspdfevsft/uif!epdvnfout-!gps!bobmztjt!boe!rvbmjuz!dpouspm!sfwjfx/ DSJ!qsftfout!b!esbgu!pg!uif!QBS!difdlmjtu!up!Pxofs!Ujnjoh!jt!efqfoefou!vqpo!uif!ujnf!sfrvjsfe!gps!uif!Pxofst! sfqsftfoubujwft/sfqsftfoubujwf!up!sfwjfx!uif!esbgu!QBS!difdlmjtu!boe!uif! ovncfs!pg!dpnnfout!boe!fejut!uif!sfqsftfoubujwft!ibwf!gps! DSJ/ DSJ!jodpsqpsbuft!uif!sfdpnnfoebujpot!joup!b!gjobm!QBS!Vqpo!sfdfjqu!pg!uif!Pxofst!dpnnfout!boe!fejut!pg!uif!QBS! difdlmjtu/difdlmjtu-!b!gjobm!QBS!difdlmjtu!xpvme!cf!jttvfe!xjuijo!4.6! ebzt-!sfgmfdujoh!ofdfttbsz!dibohft/ DSJ!vtft!uif!bqqspwfe!QBS!difdlmjtu!up!bttjtu!uif!Pxofst!DSJ!xjmm!qspwjef!sfbm.ujnf!gffecbdl!up!uif!Pxofst! sfqsftfoubujwf!jo!qfsgpsnjoh!uif!npouimz!qbz!bqqmjdbujpot!sfqsftfoubujwf!wjb!uif!QBS!difdlmjtu!)Fydfm!xpslcppl*!xjuijo! cfhjoojoh!xjui!uif!gjstu!qbz!bqqmjdbujpo!fmfduspojd!tvcnjttjpo/4!up!6!ebzt!pg!sfdfjwjoh!uif!qbz!bqqmjdbujpo/ Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!45!pg!:3 Qbdlfu!Qh/!392 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: CONTRACT CLOSE OUT REVIEW DSJ!qfsgpsnt!dpnqsfifotjwf!wfsjgjdbujpo!qspdfevsft!po!uif!gjobm!kpc!dptu!efubjm!gps!uif!Qspkfdu-!bt!qsftfoufe!cz!uif!Dpotusvdujpo Nbobhfs-!gspn!jut!kpc!dptu!bddpvoujoh!tztufn/!Pvs!tfswjdft!dfoufs!qsfepnjoboumz!bspvoe!uif!Dpotusvdujpo!Nbobhfst!sfdpset! gps!uif!Qspkfdu/!Xf!ibwf!b!nfov!pg!qspdfevsft!efwfmpqfe!gspn!zfbst!pg!qfsgpsnjoh!uiftf!tfswjdft-!cvu!xf!bmtp!dpmmbcpsbuf!xjui! fbdi!joejwjevbm!Pxofs!boe!bmmpx!uifn!up!dipptf0sfgjof!uif!qspdfevsft!uibu!xjmm!qspwjef!uifn!uif!nptu!wbmvf/ PROCEDURES: CLOSE-OUT 2/!Jotqfdu!b!dpqz!pg!uif!Tuboebse!Nbobhfnfou!Dpousbdu!)uif!Bhsffnfou*-!ebufe!|EBUF~-!cfuxffo!uif!Pxofs!boe!uif! Dpotusvdujpo!Nbobhfs-!!boe!uif!|Bnfoenfou!epdt-!jg!bqqmjdbcmf~-!ebufe!|EBUF~!)dpmmfdujwfmz!sfgfssfe!up!bt!uif!dpousbdu! epdvnfout*-!sfmbujwf!up!uif!dpotusvdujpo!pg!uif!Qspkfdu/! 3/!Jorvjsf!pg!uif!Pxofs!boe!uif!Dpotusvdujpo!Nbobhfs!bt!up!xifuifs!uifsf!bsf!boz!ejtqvufe!qspwjtjpot!cfuxffo!uif!uxp! qbsujft-!sfmbujwf!up!uif!dpousbdu!epdvnfout!ps!uif!Qspkfdut!dptut!bt!qspwjefe!jo!5/!cfmpx-!ps!jg!uifsf!bsf!boz!puifs! vosftpmwfe!ejtqvuft/! 4/!Jorvjsf!pg!uif!Dpotusvdujpo!Nbobhfs!bt!up!xifuifs!uifsf!bsf!boz!ejtqvuft!cfuxffo!uif!Dpotusvdujpo!Nbobhfs!boe!jut! tvcdpousbdupst/ 5/!Pcubjo!gspn!uif!Dpotusvdujpo!Nbobhfs-!b!dpqz!pg!uif!gjobm!kpc!dptu!efubjm-!ebufe!|EBUF~!)uif!gjobm!kpc!dptu!efubjm*/!! 6/!Pcubjo!gspn!uif!Dpotusvdujpo!Nbobhfs!boe!uif!Pxofs-!b!dpqz!pg!uif!gjobm!qbznfou!bqqmjdbujpo!sfrvftu!jttvfe!up!uif! Pxofs-!ebufe!|EBUF~!)gjobm!qbz!bqqmjdbujpo*/! 7/!Pcubjo!gspn!uif!Dpotusvdujpo!Nbobhfs!b!sfdpodjmjbujpo!cfuxffo!uif!gjobm!kpc!dptu!efubjm!boe!uif!gjobm!qbz!bqqmjdbujpo/! 8/!Gspn!uif!gjobm!kpc!dptu!efubjm-!tfmfdu!bmm!tvcdpousbdupst!xjui!upubm!dptut!jo!fydftt!pg!%61-111!)tfmfdufe!tvcdpousbdupst*! boe!qfsgpsn!uif!gpmmpxjoh; b/!Pcubjo!uif!tvcdpousbdu!boe!sfmbufe!dibohf!psefst-!fyfdvufe!cfuxffo!uif!tfmfdufe!tvcdpousbdupst!boe!uif! Dpotusvdujpo!Nbobhfs/!Dpnqbsf!uif!upubm!bnpvou!sfdpsefe!jo!uif!gjobm!kpc!dptu!efubjm!up!uif!psjhjobm!tvcdpousbdu! bnpvou!qmvt!uif!sfmbufe!dibohf!psefst/ c/!Pcubjo!uif!bqqspqsjbuf!mbcps!boe!nbufsjbm!qsjdjoh!ftujnbuft-!wfoeps!jowpjdft-!boe!tvcdpousbdups!nbslvqt! )tvqqpsujoh!epdvnfoubujpo*!gps!uif!tvcdpousbdups!dibohf!psefst!jo!8/b/!bcpwf/!Dpnqbsf!uif!dibohf!psefs! bnpvout!up!uif!tvqqpsujoh!epdvnfoubujpo/ d/!Pcubjo!gspn!uif!Dpotusvdujpo!Nbobhfs-!uif!gjobm!mjfo!sfmfbtft!ps!joejwjevbm!qbznfou!mjfo!sfmfbtft!upubmjoh!uif! gjobm!tvcdpousbdu!wbmvf!tvcnjuufe!cz!uif!tfmfdufe!tvcdpousbdups!up!uif!Dpotusvdujpo!Nbobhfs-!ps!b!tbnqmf!pg! dbodfmmfe!difdlt!)bu!mfbtu!41*!gps!qbznfout!nbef!cz!uif!Dpotusvdujpo!Nbobhfs!up!uif!tfmfdufe!tvcdpousbdups! )qbznfou!epdvnfoubujpo*/!Dpnqbsf!uif!gjobm!tvcdpousbdu!bnpvou!up!uif!qbznfou!epdvnfoubujpo/ e/!Pcubjo!b!mjtujoh!pg!pxofs!ejsfdu!qvsdibtft!)PEQ*!gspn!uif!Dpvouz!sfmbufe!up!fbdi!tvcdpousbdu!tfmfdufe/! Dpnqbsf!uif!PEQ!bnpvout!up!uif!tvn!pg!uif!efevdujwf!PEQ!dibohf!psefst-!qfs!uif!tfmfdufe!tvcdpousbdups/ 9/!Jg!uifsf!bsf!sfjncvstbcmf!mbcps!dibshft!jodmvefe!jo!uif!gjobm!kpc!dptu!efubjm-!gspn!uif!upubm!ovncfs!pg!Dpotusvdujpo! Nbobhfs!fnqmpzff!qbzspmm!usbotbdujpot!mjtufe!jo!uif!gjobm!kpc!dptu!efubjm-!ibqib{bsemz!tfmfdu!b!tbnqmf!pg!bu!mfbtu!26! Dpotusvdujpo!Nbobhfs!qbzspmm!usbotbdujpot/!Fbdi!tbnqmfe!qbzspmm!usbotbdujpo!xjmm!cf!gps!b!tqfdjgjd-!jefoujgjfe!ujnf!qfsjpe! pg!uif!Qspkfdu/ :/!Gspn!uif!jufnt!tfmfdufe!jo!9/!bcpwf-!qfsgpsn!uif!gpmmpxjoh; b/!Pcubjo!dpqz!pg!ps!bddftt!up-!uif!psjhjobm!ujnftiffu!boe!b!qbzspmm!sfhjtufs-!gps!uif!ujnf!qfsjpe!pg!uif!tfmfdufe! usbotbdujpo-!tipxjoh!hsptt!qbz!up!uif!fnqmpzff!gps!fbdi!fnqmpzff!tfmfdufe/ c/!Dpnqbsf!uif!bnpvou!mjtufe!gps!fbdi!tbnqmf!jo!uif!gjobm!kpc!dptu!efubjm!up!uif!jufnt!pcubjofe!jo!:/b/!bcpwf/! Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!46!pg!:3 Qbdlfu!Qh/!393 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: CONTRACT CLOSE OUT REVIEW - CONTINUED PROCEDURES: CLOSE-OUT (CONTINUED) !!!!21/!!Jg!mbcps!cvsefo!jt!jodmvefe!jo!sfjncvstbcmf!mbcps!)jg!boz*-!sfdbmdvmbuf!uif!mbcps!cvsefo!qfsdfoubhf!boe!dpnqbsf!ju!up!uif !!!!!!!!!!!gjyfe!sbuf!qfs!uif!dpousbdu!epdvnfout/ !!!!22/!!Gspn!uif!gjobm!kpc!dptu!efubjm-!tfmfdu!boz!opo.tvcdpousbdups!mjof!jufnt!uibu!fydffe!%61-111!boe!qfsgpsn!uif!gpmmpxjoh; b/!Pcubjo!b!dpqz!pg!ps!bddftt!up-!uif!psjhjobm!jowpjdf-!qsjdjoh!epdvnfou-!boe!b!dpqz!pg!uif!dbodfmmfe!difdl!gps!fbdi! jufn!tfmfdufe/!Jg!uifsf!bsf!npsf!uibo!21!fousjft!gps!uif!opo.tvcdpousbdups!jo!uif!gjobm!kpc!dptu!efubjm-!tfmfdu!b! tbnqmf!pg!bu!mfbtu!6!jufnt/ c/!Dpnqbsf!uif!epdvnfout!pcubjofe!jo!22/b/!up!uif!bnpvou!sfdpsefe!jo!uif!gjobm!kpc!dptu!efubjm/ !!!!23/!!Gspn!uif!gjobm!kpc!dptu!efubjm-!tfmfdu!bnpvout!gps!qbznfou!boe!qfsgpsnbodf!cpoe!dptut!boe!cvjmefst!sjtl!jotvsbodf!)bt !!!!!!!!!!!bqqmjdbcmf*!boe!qfsgpsn!uif!gpmmpxjoh; b/!Pcubjo!b!dpqz!pg!ps!bddftt!up!uif!psjhjobm!jowpjdft!boe!b!dpqz!pg!uif!dbodfmmfe!difdl!ps!puifs!qsppg!pg!qbznfou! qbje!ejsfdumz!up!b!uijse!qbsuz/!Dpnqbsf!uif!epdvnfoubujpo!pcubjofe!up!uif!bnpvout!sfdpsefe!jo!uif!gjobm!kpc!dptu! efubjm/ !!!!!24/!!Gspn!uif!gjobm!kpc!dptu!efubjm-!tfmfdu!bnpvout!gps!hfofsbm!mjbcjmjuz!jotvsbodf!boe!qfsgpsn!uif!gpmmpxjoh; b/!Xifsf!bqqmjdbcmf-!pcubjo!uif!Dpotusvdujpo!Nbobhfst!joufsobm!bmmpdbujpo!gps!hfofsbm!mjbcjmjuz!jotvsbodf!dibshft/ c/!Jotqfdu!uif!joufsobm!bmmpdbujpo!nfuipe!boe!dbmdvmbujpo/!Dpnqbsf!uif!epdvnfoubujpo!pcubjofe!jo!24/b/!bcpwf!up! uif!bnpvout!sfdpsefe!up!uif!gjobm!kpc!dptu!efubjm/! d/!Jg!bqqmjdbcmf-!pcubjo!uijse!qbsuz!jowpjdft!gps!joufsobm!bmmpdbujpo!bnpvout/ e/!Jg!uifsf!jt!b!tfmg.jotvsfe!qpsujpo!pg!uif!qsfnjvn-!jorvjsf!sfhbsejoh!uif!dbmdvmbujpo!nfuipepmphz!gps!uif!tfmg. jotvsfe!qpsujpo!pg!uif!qsfnjvn/!Pcubjo!uijse!qbsuz!jowpjdft!ps!epdvnfoubujpo!gps!uif!dbmdvmbujpo!pg!uif!tfmg. jotvsfe!qpsujpo!pg!uif!qsfnjvn/!Tqfdjgjdbmmz!jorvjsf!jg!uibu!qpsujpo!pg!uif!qsfnjvn!jt!cbtfe!po!bduvbsjbm! dbmdvmbujpot/!Jg!tp-!pcubjo!uif!bduvbsjbm!sfqpsu!tvqqpsujoh!uif!dbmdvmbujpo/ f/!Jg!bqqmjdbcmf-!pcubjo!tvqqpsujoh!epdvnfoubujpo!gps!uif!bmmpdbujpo!cbtf-!j/f/!boovbm!dpnqbozxjef!sfwfovf!gps!uif! Dpotusvdujpo!Nbobhfs/ g/!Jg!bqqmjdbcmf-!sfdbmdvmbuf!uif!Dpotusvdujpo!Nbobhfst!joufsobm!bmmpdbujpot!boe!dpnqbsf!uif!sfdbmdvmbujpo!up!uif! bnpvout!jo!uif!gjobm!kpc!dptu!efubjm/ !!!!!!25/!!Jorvjsf!pg!uif!Dpotusvdujpo!Nbobhfs!up!efufsnjof!jg!uifsf!bsf!boz!fyqfoejuvsft-!jo!uif!gjobm!kpc!dptu!efubjm-!up!foujujft !!!!!!!!!!!!!sfmbufe!cz!dpnnpo!pxofstijq!ps!nbobhfnfou!up!uif!Dpotusvdujpo!Nbobhfs/ !!!!!!26/!!Jg!uifsf!bsf!fyqfoejuvsft!up!foujujft!sfmbufe!cz!dpnnpo!pxofstijq!ps!nbobhfnfou!opufe!jo!25/!bcpwf-!qfsgpsn!uif! !!!!!!!!!!!!!gpmmpxjoh; b/!Sfqpsu!uif!foujuz!boe!wpmvnf!pg!uif!usbotbdujpot!up!uif!Pxofs/ c/!Efufsnjof!jg!tvdi!usbotbdujpot!bsf!qspqfsmz!bvuipsj{fe!cz!uif!Pxofs-!jo!bddpsebodf!xjui!uif!dpousbdu! epdvnfout/ !!!!!!27/!!Gspn!uif!gjobm!kpc!dptu!efubjm-!ibqib{bsemz!tfmfdu!bu!mfbtu!gjwf!usbotbdujpot!efufsnjofe!up!cf!uif!Dpotusvdujpo!Nbobhfst!! !!!!!!!!!!!!!joufsobm!dibshft!up!uif!Qspkfdu-!boe!qfsgpsn!uif!gpmmpxjoh; b/!Pcubjo!wfoeps!jowpjdft!boe!Dpotusvdujpo!Nbobhfs!dbmdvmbujpot!gps!joufsobm!dibshf!sbuft/ c/!Dpnqbsf!uif!joufsobm!dibshf!sbuft!sfdpsefe!jo!uif!gjobm!kpc!dptu!efubjm!up!uif!tvqqpsujoh!epdvnfoubujpo!pcubjofe! jo!27/b/!bcpwf/ !!!!!!28/!!Pcubjo!uif!Qspkfdut!Opujdf!up!Qspdffe!)OUQ*!gspn!uif!Pxofs!boe!jotqfdu!uif!ebuft!pg!uif!dibshft!jo!uif!gjobm!kpc!dptu !!!!!!!!!!!!!efubjm!gps!sfdpsefe!dptut!xjui!ebuft!qsjps!up!uif!ebuf!po!uif!OUQ/ Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!47!pg!:3 Qbdlfu!Qh/!394 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: CONTRACT CLOSE OUT REVIEW - CONTINUED PROCEDURES: CLOSE-OUT (CONTINUED) !!!!!!29/!!Jorvjsf!pg!uif!Dpotusvdujpo!Nbobhfs!up!efufsnjof!xifuifs!uifz!bsf!vtjoh!b!tvcdpousbdups!efgbvmu!jotvsbodf!qsphsbn! !!!!!!!!!!!!!)tvchvbse*!gps!tvcdpousbdups!cpoejoh!sfrvjsfnfout/!Jg!tp-!qfsgpsn!uif!gpmmpxjoh; b/!Jotqfdu!uif!gjobm!kpc!dptu!efubjm-!bt!xfmm!bt-!tvcdpousbdut!boe!dibohf!psefs!mjof!jufnt!gps!uif!tfmfdufe! tvcdpousbdupst!opufe!jo!8/!bcpwf-!gps!mjof!jufnt!eftdsjcfe!bt!tvcdpousbdups!cpoe!dptut/! c/!Pcubjo!bo!jowpjdf!boe!dbodfmmfe!difdlt!gps!uif!tvchvbse!dibshft!gpvoe!jo!uif!gjobm!kpc!dptu!efubjm-!jg!qbje!up!b! uijse!qbsuz/! d/!Jg!uif!dibshft!gps!tvchvbse!bsf!uif!sftvmu!pg!bo!joufsobm!bmmpdbujpo-!pcubjo!uif!joufsobm!bmmpdbujpo!dbmdvmbujpot!uibu! tvqqpsu!uif!bnpvout!jo!uif!gjobm!kpc!dptu!efubjm!boe!dpnqbsf!uif!dbmdvmbujpot!up!uif!bnpvout!jo!uif!gjobm!kpc!dptu! efubjm/ e/!Jg!uifsf!jt!b!tfmg.jotvsfe!qpsujpo!pg!uif!qsfnjvn-!jorvjsf!sfhbsejoh!uif!dbmdvmbujpo!nfuipepmphz!gps!uif!tfmg. jotvsfe!qpsujpo!pg!uif!qsfnjvn/!Pcubjo!uijse!qbsuz!jowpjdft!ps!epdvnfoubujpo!gps!uif!dbmdvmbujpo!pg!uif!tfmg. jotvsfe!qpsujpo!pg!uif!qsfnjvn/!Tqfdjgjdbmmz!jorvjsf!jg!uibu!qpsujpo!pg!uif!qsfnjvn!jt!cbtfe!po!bduvbsjbm! dbmdvmbujpot/!Jg!tp-!pcubjo!uif!bduvbsjbm!sfqpsu!tvqqpsujoh!uif!dbmdvmbujpo/ f/!Jg!joufsobm!bmmpdbujpo!bsf!vtfe-!sfdbmdvmbuf!uif!joufsobm!bmmpdbujpot!boe!dpnqbsf!uif!sfdbmdvmbujpo!up!uif!dibshft! jo!uif!gjobm!kpc!dptu!efubjm/ g/!Pcubjo!xsjuufo!sfqsftfoubujpo!uibu!uif!tvcdpousbdupst!po!uif!Qspkfdu-!fospmmfe!jo!tvchvbse-!ibwf!opu!jodmvefe! cpoe!dptut!jo!uifjs!qbznfou!bqqmjdbujpot/ !!!!!!2:/!!Pcubjo!bmm!tjhofe!boe!fyfdvufe!dibohf!psefst!cfuxffo!uif!Pxofs!boe!uif!Dpotusvdujpo!Nbobhfs!gps!uif!evsbujpo!pg!uif! !!!!!!!!!!!!!Qspkfdu/! !!!!!!31/!!Pcubjo!gspn!uif!Pxofs-!b!mph!pg!uif!PEQt!qmvt!tbmft!uby!tbwjoht!gps!uif!Qspkfdu!boe!qfsgpsn!uif!gpmmpxjoh; b/!Sfdbmdvmbuf!uif!upubm!PEQt-!gspn!uif!mph!pcubjofe!bcpwf-!cz!ubljoh!uif!bduvbm!PEQt!tqfou!po!uif!Qspkfdu!boe! dpnqbsjoh!uifn!up!uif!psjhjobm!dpousbdu!wbmvf!)jodmvejoh!PEQt*!qmvt!ps!njovt!boz!dibohf!psefst!)opu!jodmvejoh! PEQ!dibohf!psefst*/ c/!Jorvjsf!jg!uif!Dpvouz!xjmm!tffl!up!sfdpwfs!uif!bnpvou!pg!boz!tvdi!njttfe!uby!tbwjoht!gspn!uif!Dpotusvdujpo! 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HNQ!sbuf!sfwjfxt!bt!xfmm/ !Pwfs!uif!zfbst-!DSJ!ibt!cffo!bcmf!up!bdu!bt!bo!fyufotjpo!pg!uif!Ejtusjdu(t!ufbn!up!ifmq!sftpmwf!dpnqmfy!jttvft! boe!bdu!bt!b!hp.cfuxffo!xjui!Dpotusvdujpo!Nbobhfst/ Djuz!pg!Gpsu!Mbvefsebmf !Xf!ibwf!cffo!qfsgpsnjoh!dpotusvdujpo!dptu!bwpjebodf0sfdpwfsz!tfswjdft!gps!uif!Djuz!pg!Gpsu!Mbvefsebmf!tjodf! 3128/!Xf!ibwf!qbsuofsfe!xjui!uif!Djuz!Bvejups!boe!Djuz!Qspkfdu!Nbobhfs!jo!qfsgpsnjoh!uiftf!tfswjdft!gps!uxp! nbkps!qspkfdut!upubmjoh!%:1N/ !Xf!ibwf!qfsgpsnfe!dpousbdu!sfwjfxt-!HNQ!qspqptbm!bobmztjt-!pwfs!65!sfbm.ujnf!qbz!bqqmjdbujpo!sfwjfxt!boe! efubjm!dptu!bobmztjt!pg!tjhojgjdbou!dibohf!psefst!)jodsfbtft*!up!uif!HNQ!upubmjoh!%23N!dpncjofe!gps!uiftf!uxp! nbkps!qspkfdut/ !Up!ebuf-!pvs!tfswjdft!ibwf!sftvmufe!jo!pwfs!%646-111!jo!gvoet!sfuvsofe0dsfejufe!up!uif!Djuz!qsjps!up!qspkfdu! dmptfpvu/ !Xf!bdu!bt!bo!fyufotjpo!pg!uif!Djuzt!ufbn!qspwjejoh!sfbm.ujnf!qspqptfe!sftpmvujpot!evsjoh!uif!npouimz!qbz! bqqmjdbujpo!tvcnjuubm!boe!bqqspwbm!qspdftt/!Pgufo!ujnft-!uijt!sftvmut!jo!jnnfejbuf!sfevdujpot0dsfejut!up!uif! dvssfou!ps!tvctfrvfou!qbz!bqqmjdbujpo!gps!uif!Djuz/ Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!6:!pg!:3 Qbdlfu!Qh/!417 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 4: REFERENCES Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!71!pg!:3 Qbdlfu!Qh/!418 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!72!pg!:3 Qbdlfu!Qh/!419 D/22/b Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!73!pg!:3 Qbdlfu!Qh/!41: D/22/b BHC BINDERHEALTHCARECONSULTANTS,LLC May13,2021 Towhomitmayconcern: ThepurposeofthisletteristorecommendCarr,Riggs&IngramLLCbasedonourƚƩŭğƓźǩğƷźƚƓ͸ƭ experiencewiththem.WehaveusedCarr,Riggs&Ingramtoprovidecostverificationandavoidance servicesforeightprojectssince2019,andweareextremelypleasedwiththequalityofworkandvalue thattheyareabletoprovide.Weplantocontinuetoworkwiththemandcanrecommendthem withoutreservationtoothersinneedofsimilarservices. Afewexamplesoftheirhighqualityserviceinclude: Identifyingactualcostsavingsthatweresignificantlyinexcessofthefeefortheirservices. Adapngandexpandingtesngintheareasofcostavoidanceidenedastheprojectsprogressed. AcngasanextensionofourteamandresolvingdicultissueswiththeConstructionManagerprior tothefinaldeliverablebeingpresentedtous. Wehaveutilized/wL͸ƭservicesforprojectswithguaranteedmaximumpricesrangingfrom$2,200,00to over$45,000,000.Wehavefounditimportantandvaluabletoengageapartnerthatbringsthe experienceandlevelofassurancethatCRIisabletooffer. IamveryhappytorecommendCRItoyou,andtrustthatyourexperiencewiththemwillbeaspositive asmine.IfIcanansweranyadditionalquestionsaboutmyexperience,pleasefeelfreetocontactme. Mytelephonenumberis 4079206068 andmyemailaddressis James.binder@orlandohealth.com. Sincerely, James Binder JamesBinder Owner BinderHealthcareConsultants,LLC Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Page|1 Qbhf!74!pg!:3 Qbdlfu!Qh/!421 D/22/b Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!75!pg!:3 Qbdlfu!Qh/!422 D/22/b 201 W. Burleigh Blvd., Tavares, FL 32778 March 28, 2022 To whom it may concern: ŷĻ ƦǒƩƦƚƭĻ ƚŅ Ʒŷźƭ ƌĻƷƷĻƩ źƭ Ʒƚ ƩĻĭƚƒƒĻƓķ /ğƩƩͲ wźŭŭƭ ε LƓŭƩğƒ \[\[/ ĬğƭĻķ ƚƓ ƚǒƩ ƚƩŭğƓźǩğƷźƚƓ͸ƭ experience with them. We have used Carr, Riggs & Ingram to provide cost verification and avoidance services for multiple major construction projects including Fruitland Park, Lake Point Academy, and Lake Minneola, from 2020 to present and we are extremely pleased with the quality of work and value that they are able to provide. We plan to continue to work with them and can recommend them without reservation to others in need of similar services. A few examples of their high quality service include: Continued assistance with updating and enhancing contract verbiage to assist in cost recovery and avoidance. Acting as an extension of our team in assisting in the monthly pay applications review process and cost verification of the final project costs upon closeout. We have found it important and valuable to engage a partner that brings the experience and level of assurance that CRI is able to offer. I am pleased to recommend CRI to you. If you have any questions, please feel free to contact me at 352- 253-6599; my email address is MockT@lake.k12.fl.us. Sincerely, Thomas A. Mock Director of Internal Audit The School Board of Lake County, Florida Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!76!pg!:3 Qbdlfu!Qh/!423 D/22/b Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!77!pg!:3 Qbdlfu!Qh/!424 D/22/b TAB 4: REFERENCES REFERENCES SFMBUJPOTIJQUJNFMJOFTFSWJDF!EFTDSJQUJPOSFQSFTFOUBUJWF!QSPKFDU Ipsj{po!Xftu!Njeemf!Tdippm Psbohf!Dpvouz!Qvcmjd!Tdippmt 2::6!.! Dpotusvdujpo!dptu!wfsjgjdbujpo! Mjoeb!MjoetfzQsftfou boe!bwpjebodf!tfswjdft Tdippm!Cpbse!Joufsobm!Bvejups Mjoeb/MjoetfzApdqt/ofu 518/428/4311!y!31139:8 Efoo!Kpio!Njeemf!Tdippm Tdippm!Ejtusjdu!pg!Ptdfpmb!Dpvouz 3116!.! Dpotusvdujpo!dptu!wfsjgjdbujpo! Dibsmfof!Cbslipm{Qsftfou boe!bwpjebodf!tfswjdft-! Dpotusvdujpo!Tztufnt!Bobmztu jodmvejoh!qbznfou! Gbdjmjujft!Ejwjtjpo bqqmjdbujpo!tfswjdft!boe! 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Qbsuofs%391 nbobhfnfou!pg!uif!qspkfdu-!vmujnbuf! sftqpotjcjmjuz!gps!uif!fohbhfnfou!jo!jut! foujsfuz Ufdiojdbm!Sfwjfx!QbsuofsBewjtpsz-!xpslt!xjui!uif!fohbhfnfou! %391 qbsuofs!bt!offefe!up!bttjtu!xjui!boz! dpnqmfy!nbuufst!uibu!bsjtf!jo!uif!dpvstf!pg! uif!fohbhfnfout!uibu!sfrvjsf!tqfdjbmj{fe! lopxmfehf Rvbmjuz!Dpouspm!Sfwjfx!QbsuofsQfsgpsnt!uif!gjobm!sfwjfx!pg!bmm!bveju!boe! %391 buuftubujpo!gjmft-!dmptfmz!dppsejobujoh!xjui!uif! Fohbhfnfou!Qbsuofs!uif!dpnqmfujpo!boe! sfmfbtf!pg!uif!sfqpsu Sftqpotjcmf!gps!uif!qfsgpsnbodf!pg!wbsjpvt! Nbobhfs%291 gjfme!xpsl!qspdfevsft-!bt!ejsfdufe!cz!uif! Fohbhfnfou!Qbsuofs<!bttjtut!jo!tdifevmjoh! boe!pwfstffjoh!tvddfttgvm!dpnqmfujpo!pg!uif! fohbhfnfou Sftqpotjcmf!gps!uif!qfsgpsnbodf!pg!wbsjpvt! Tfojps%266 gjfme!xpsl!qspdfevsft-!bt!ejsfdufe!cz!uif! Fohbhfnfou!Qbsuofs<!bttjtut!jt!dppsejobujoh! qspkfdut!boe!pwfstffjoh!tubgg!xpsl Sftqpotjcmf!gps!uif!qfsgpsnbodf!pg!wbsjpvt! Tubgg%221 gjfme!xpsl!qspdfevsft-!bt!ejsfdufe!cz!uif! Fohbhfnfou!Qbsuofs!ps!tfojps!tubgg Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!7:!pg!:3 Qbdlfu!Qh/!427 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 5: PRICE PROPOSAL FIRM FIXED PRICE Npospf!Dpvouz!Izqpuifujdbm!Cvjmejoh!Qspkfdu; Cvehfu;!%26!njmmjpo Dpotusvdujpo!Tubsu!Ebuf;!Bqsjm!3133 Dpotusvdujpo!Foe!Ebuf;!Bqsjm!3134!)Tvctuboujbm!Dpnqmfujpo* Mpdbujpo;!Hsbttz!Lfz-!Gmpsjeb Eftdsjqujpo;!Uijt!qspkfdu!jt!cfjoh!epof!jo!uxp!qibtft;!gjstu-!uif!efnpmjujpo!pg!bo!fyjtujoh!6-511!trvbsf!gppu!cvjmejoh<!tfdpoe-!uif! dpotusvdujpo!pg!b!:-111!trvbsf!gppu!cvjmejoh/!Uif!cvjmejoh!xjmm!dpoubjo!pggjdft!gps!uif!Gmffu!Nbobhfnfou!boe!Gbdjmjujft! Nbjoufobodf!efqbsunfout/!Jo!beejujpo-!uifsf!xjmm!cf!bo!bekpjojoh!3-111!trvbsf!gppu!cvjmejoh!xjui!4!cbzt!gps!gmffu!nbjoufobodf! wfijdmf!xpsl!boe!tupsbhf!tqbdf!gps!qvcmjd!xpslt!wfijdmft!boe!frvjqnfou/ CRI PRICING: TfswjdfGff Dpousbdu!Ofhpujbujpo0HNQ!Sbuf!Tfswjdft%:-911 QBS!Tfswjdft!!%4:-911 )23!npouit!pg!qbz!bqqt* Dpousbdu!Dmptf!Pvu!Wfsjgjdbujpo!Tfswjdft%28-:11 Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!81!pg!:3 Qbdlfu!Qh/!428 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 6: FINANCIAL INFORMATION AND LITIGATION (PROVIDED UNDER SEPARATE COVER) Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!82!pg!:3 Qbdlfu!Qh/!429 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 6: FINANCIAL INFORMATION AND LITIGATION Ubc!7-!jo!jut!foujsfuz-!xbt!nbslfe!dpogjefoujbm!boe!ibt!cffo!tvcnjuufe!jo!b!tfqbsbuf!epdvnfou/ Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!83!pg!:3 Qbdlfu!Qh/!42: DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 7: REQUIRED COUNTY FORMS AND LICENSES Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!84!pg!:3 Qbdlfu!Qh/!431 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!85!pg!:3 Qbdlfu!Qh/!432 D/22/b Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!86!pg!:3 Qbdlfu!Qh/!433 D/22/b Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!87!pg!:3 Qbdlfu!Qh/!434 D/22/b Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!88!pg!:3 Qbdlfu!Qh/!435 D/22/b Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!89!pg!:3 Qbdlfu!Qh/!436 D/22/b REQUEST FOR PROPOSALS: CONSTRUCTION AUDITING SERVICES: RESPONDENTÓS INSURANCE AND INDEMNIFICATION STATEMENT INSURANCE REQUIREMENTS WorkerÓs Compensation Statutory Limits Employers Liability $500,000 Bodily Injury by Accident $500,000 Bodily Injury by Disease Policy Limits $500,000 Bodily Injury by Disease, each employee General Liability, including $500,000 Combined Single Limit Premises Operations Products and Completed Operations Blanket Contractual Liability Personal Injury Liability Business Automobile Liability Not Required (Owned, non-owned, hired vehicles) Professional Liability $500,000 per Occurrence $1,000,000 Aggregate Cyber Liability $1,000,000 Hold Harmless and Indemnification. Notwithstanding any minimum insurance requirements prescribed elsewhere in this agreement, vendor shall defend, indemnify and hold the County and the CountyÓs elected and appointed officers and employees harmless from and against (i) any claims, actions or causes of action, (ii) any litigation, administrative proceedings, appellate proceedings, or other proceedings relating to any type of injury (including death), loss, damage, fine, penalty or business interruption, and (iii) any costs or expenses that may be asserted against, initiated with respect to, or sustained by, any indemnified party by reason of, or in connection with, (A) any activity of vendor or any of its employees, agents, contractors or other invitees during the term of this Agreement, (B) the negligence or recklessness, intentional wrongful misconduct, errors or other wrongful act or omission of vendor or any of its employees, agents, sub-contractors or other invitees, or (C) vendorÓs default in respect of any of the obligations that it undertakes under the terms of this Agreement, except to the extent the claims, actions, causes of action, litigation, proceedings, costs or expenses arise from the intentional or sole negligent acts or omissions of the County or any of its employees, agents, contractors or invitees (other than vendor). The monetary limitation of liability under this contract shall be not less than $1 million per occurrence pursuant to F. S. 725.06. Insofar as the claims, actions, causes of action, litigation, proceedings, costs or expenses relate to events or circumstances that occur during the term of this Agreement, this section will survive the expiration of the term of this Agreement or any earlier termination of this Agreement. In the event that the completion of the project (to include the work of others) is delayed or suspended as a result of the vendorÓs failure to purchase or maintain the required insurance, the Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps RFP Î Construction Auditing Services Page 29 of 58 Qbhf!8:!pg!:3 Qbdlfu!Qh/!437 D/22/b REQUEST FOR PROPOSALS: CONSTRUCTION AUDITING SERVICES: vendor shall indemnify the County from any and all increased expenses resulting from such delay. Should any claims be asserted against the County by virtue of any deficiency or ambiguity in the plans and specifications provided by the vendor, the vendor agrees and warrants that the vendor shall hold the County harmless and shall indemnify it from all losses occurring thereby and shall further defend any claim or action on the CountyÓs behalf. The first ten dollars ($10.00) of remuneration paid to the vendor is for the indemnification provided for the above. The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere in the Agreement. RESPONDENTÓS STATEMENT I understand the insurance that will be mandatory if awarded the contract and will comply in full tory if awarded the contract an with all the requirements. Carr, Riggs & Ingram, LLC Respondent Signature Signaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaattttttttttttttttttttttttttttttttttttttttttttutttttttre INSURANCE AGENT'S STATEMENT I have reviewed the above requirements with the bidder named above. The following deductibles apply to the corresponding policy. POLICY DEDUCTIBLES _____________________________ ___________________________________ Liability policies are Occurrence Claims Made Insurance Agency Signature Print Name: _________________________ Please see the attached insurance certificate made out to Monroe County, satisfying all the requirements herein. The insurance specified on this form is covered by multiple agencies, so it was not possible for our corporate representative to have this specific form completed by the agents. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps RFP Î Construction Auditing Services Page 30 of 58 Qbhf!91!pg!:3 Qbdlfu!Qh/!438 D/22/b Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!92!pg!:3 Qbdlfu!Qh/!439 D/22/b Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!93!pg!:3 Qbdlfu!Qh/!43: D/22/b REQUEST FOR PROPOSALS: CONSTRUCTION AUDITING SERVICES: ACKNOWLEDGMENT OF ADDENDUM As the person authorized to sign the statement, I certify that this firm acknowledges any and all addenda that may have been issued as part of this bid. All addenda are issued via www.demandstar.com 1 3/22/2022 ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ March 28, 2022March 2822222022 Date: ______ ____ Date: ___________________________________________________________________________________________ _________________________________________ ____________________________________________________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________________________________________________________________________ __________________________________________ ApplicantÓs Signature ApAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAApliciiiicicicicicicicicicicicicicicccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccantÓÓs SiSSSSSSSSSSSSSSSSSSSSSSSSS SSSSSSSSSSSSSSSSSiSSSSSSSSSSSSiSiSiSiSiSSiSSiSiSSiSiSSiSSSiSiSiSiSSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiignggggggggggggggg ggggggnggggnggggngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnataaaaaaaaaaaaaaaaaaaaaaaaaaaaaaataaataatataaaatatataaatatat attttttttttttttttture Matthew Incinelli _________________________________________ ApplicantÓs Name Partner _________________________________________ ApplicantÓs Title Carr, Riggs & Ingram, LLC _________________________________________ Company Name Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps RFP Î Construction Auditing Services Page 32 of 58 Qbhf!94!pg!:3 Qbdlfu!Qh/!441 D/22/b TAB 7: REQUIRED COUNTY FORMS AND LICENSES Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!95!pg!:3 Qbdlfu!Qh/!442 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 7: REQUIRED COUNTY FORMS AND LICENSES Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!96!pg!:3 Qbdlfu!Qh/!443 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 7: REQUIRED COUNTY FORMS AND LICENSES Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!97!pg!:3 Qbdlfu!Qh/!444 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b TAB 7: REQUIRED COUNTY FORMS AND LICENSES Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!98!pg!:3 Qbdlfu!Qh/!445 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/b Attachment C Required Clauses from 2 CFR part 200 Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!99!pg!:3 Qbdlfu!Qh/!446 D/22/b A portion of the funds used to pay CONTRACTOR as expected to come from federal grant awards. The following clauses from 2 CFR part 200 therefore apply to this Agreement and are incorporated by reference: 1. SMALL AND MINORITY BUSINESSES, WOMEN'S BUSINESS ENTERPRISES, AND LABOR SURPLUS AREA FIRMS. The County strongly encourages the use of women-, minority- and veteran-owned business enterprises (SBEs) and wishes to see a minimum of 25% of the contract or subcontracts awarded pursuant to this RFP go to SBEs. Contractors may search for Florida registered SBEs at: http://www.dms.myflorida.com/agency_administration/office_of_supplier_diversity_os d Any proposal submitted in which the vendor is certified as an SBE, or in which the vendor proposes to use subcontractors that are certified as SBEs, in Florida or another jurisdiction, must submit proof of the registration or certification from the local authority in order to receive credit for the use of the SBE. 2. AUDIT OF RECORDS Contractor shall grant to the County, DEM, FEMA, the Federal Government, and any other duly authorized agencies of the Federal Government or the County where appropriate the right to inspect and review all books and records directly pertaining to the Contract resulting from this RFP for a period of five (5) years after final grant close- out by FEMA or DEM, or as required by applicable County, State and Federal law. Records shall be made available during normal working hours for this purpose. In the event that FEMA. DEM, or any other Federal or State agency, or the County, issues findings or rulings that the amounts charged by the Contractor, or any portions thereof, were ineligible or were non-allowable under federal or state Law or regulation, Contractor may appeal any such finding or ruling. If such appeal is unsuccessful, the Contractor shall agree that the amounts paid to the Contractor shall be adjusted accordingly, and that the Contractor shall, within 30 days thereafter, issue a remittance to the County of any payments declared to be ineligible or non-allowable. Contractor shall comply with federal and/or state laws authorizing an audit of Contractor's operation as a whole, or of specific Project activities. Under no circumstances shall advertising or other communications with the media be presented in such a manner as to County or imply that the Contractor or the Contractor's services are endorsed by the County. 3. NONDISCRIMINATION (required language from 41 C.F.R. § 60-1.4(b)). During the performance of this Agreement, the CONTRACTOR agrees as follows: Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!9:!pg!:3 Qbdlfu!Qh/!447 D/22/b (1) The contractor will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, or national origin. The contractor will take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, sex, sexual orientation, gender identity, or national origin. Such action shall include, but not be limited to the following: Employment, upgrading, demotion, or transfer, recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided by the contracting officer setting forth the provisions of this nondiscrimination clause. (2) The contractor will, in all solicitations or advertisements for employees placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. (3) The contractor will not discharge or in any other manner discriminate against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. This provision shall not apply to instances in which an employee who has access to the compensation information of other employees or applicants as a part of such employee's essential job functions discloses the compensation of such other employees or applicants to individuals who do not otherwise have access to such information, unless such disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or is consistent with the contractor's legal duty to furnish information. (4) The contractor will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice to be provided by the agency contracting officer, advising the labor union or workers' representative of the contractor's commitments under section 202 of Executive Order 11246 of September 24, 1965, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (5) The contractor will comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. (6) The contractor will furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by the rules, regulations, and Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!:1!pg!:3 Qbdlfu!Qh/!448 D/22/b orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by the contracting agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations, and orders. (7) In the event of the contractor's non-compliance with the nondiscrimination clauses of this contract or with any of such rules, regulations, or orders, this contract may be canceled, terminated or suspended in whole or in part and the contractor may be declared ineligible for further Government contracts in accordance with procedures authorized in Executive Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulation, or order of the Secretary of Labor, or as otherwise provided by law. 4. OTHER FEDERAL CONTRACT REQUIREMENTS As Applicable, the CONTRACTOR and its subcontractors must follow the provisions as set forth in Appendix II to Part 200, as amended, including but not limited to: A. Rights to Inventions Made Under a Contract or Agreement. If the Federal award meets the definition of Ðfunding agreementÑ under 37 CFR §401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that Ðfunding agreement,Ñ the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, ÐRights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,Ñ and any implementing regulations issued by the awarding agency. B. Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251-1387), as amendedÏContracts and subgrants of amounts in excess of $150,000 must comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251-1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). C. Debarment and Suspension (Executive Orders 12549 and 12689)Ï A contract award (see 2 CFR 180.220) must not be made to parties listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!:2!pg!:3 Qbdlfu!Qh/!449 D/22/b 12689 (3 CFR part 1989 Comp., p. 235), ÐDebarment and Suspension.Ñ SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. D. Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)ÏContractors who apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award. E. Americans with Disabilities Act of 1990 (ADA) Î The CONTRACTOR will comply with all the requirements as imposed by the ADA, the regulations of the Federal government issued thereunder, and the assurance by the CONTRACTOR pursuant thereto. F. The Contractor shall utilize the U.S. Department of Homeland SecurityÓs E- Verify system to verify the employment eligibility of all new employees hired by the Contractor during the term of the Contract and shall expressly require any subcontractors performing work or providing services pursuant to the Contract to likewise utilize the U.S. Department of Homeland SecurityÓs E-Verify system to verify the employment eligibility of all new employees hired by the subcontractor during the Contract term. 5. No Obligation by Federal Government. The federal government is not a party to this contract and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract. 6. Program Fraud and False or Fraudulent Statements or Related Acts. The Contractor acknowledges that 31 U.S.C. Chapter 38 (Administrative Remedies for False Claims and Statements) applies to the ContractorÓs actions pertaining to this contract. Buubdinfou;!Dpotusvdujpo!Bvejujoh!Tfswjdft!Dpousbdu!.!DSJ!tjhofe!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbhf!:3!pg!:3 Qbdlfu!Qh/!44: D/22/c Professional Services Proposal for Monroe County Board of County Commissioners Sfrvftu!gps!Qspqptbmt!.!Dpotusvdujpo!Bvejujoh!Tfswjdft March 29, 2022 Qspqptfs Carr, Riggs & Ingram CPAs and Advisors 1031 W. Morse Blvd., Suite 200 Winter Park, FL 32789 Phone: 407.644.7455 Fax: 407.628.5277 Tvcnjuufe!cz Matthew Incinelli Partner mincinelli@CRIcpa.com Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!451 D/22/c Dear Selection Committee: Thank you for the opportunity to submit a proposal for Construction Auditing Services for the Monroe County Board of County Commissioners (the "County"). As part of our proposal, you will find background information on Carr, Riggs & Ingram, LLC, Certified Public Accountants and Advisors (CRI), a recap of our experience in construction cost verification services, and information regarding the personnel we anticipate working on this engagement. Additionally, we will provide specific experience with regards to performing construction contract cost verification services similar to those being requested by the County. We are committed to providing the necessary resources to the County to ensure quality andtimely service with consistent communication, while being sensitive to the cost of these services. Our Partners and Staff will be available to assist you whenever required. We will approach the engagement in a ÐpartneringÑ manner, which means we are committed to working together with your staff to realize an effective and efficient experience. Pvs!tfswjdft!bsf!eftjhofe!up!nblf our team b!dpousjcvujoh!nfncfs!pg!your team. We can tackle difficult topics and complicated charges with the Construction Manager Ï this provides both a buffer to the Countyand lessens the demands on the CountyÓs staff. ¤DSJ!ibt!fyufotjwf!fyqfsjfodf!jo!dpotusvdujpo!dptu!bwpjebodf!tfswjdft!)bhsffe!vqpo!qspdfevsft0dpotvmujoh*! tqboojoh!961,!qspkfdut!boe!41,!zfbst. Our team is engaged regularly by cities, school districts, counties, health care providers, private corporations, and universities,ensuring that our work will produce relevant and appropriate results in an efficient manner. In the last five years, approximately 70% of our engagements have resulted in the return of funds to the Owner, often in multiples of the fee paid to CRI. ¤Pvs!dmjfout!wbmvf!pvs!tfswjdft/CRIÓs report provides assurance and transparency to management and investors involved in the Project that a third party, independent entity has reviewed and verified the costs of the Project. Our services also increase the level of accountability and sound record keeping, as the Construction Manager is aware of the additional oversight. Finally, our services are designed to be efficient Ï to address areas of the Project of high risk or high concern to the Owner. ¤As result of our extensive experience in the area of public and private sector construction cost avoidance and cost verification services and our exposure to various contract styles,xf!xjmm!cf!bcmf!up!csjoh!gsfti!jotjhiut!sfhbsejoh joufsobm!dpouspm!jnqspwfnfout!boe!cftu!qsbdujdft!sfdphoj{fe!gspn!qfsgpsnjoh!tjnjmbs!fohbhfnfout!uibu!xf ibwf!qfsgpsnfe. If there are any items that require further clarification, please donÓt hesitate to contact me, I willbe the primary contact for our Firm. We greatly appreciate your careful consideration of our services. Sincerely, MatthewIncinelli Engagement Partner Carr, Riggs & Ingram, LLC Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!452 DBSS-!SJHHT!'!JOHSBNDSJdqb/dpn D/22/c TABLE OF CONTENTS Ubc!2;!!GJSN!PWFSWJFX5 Statement of Interest2 History of the Firm5 Specific Qualifications6 Ubc!3;!!QFSTPOOFM29 Key Personnel19 Resumes21 Certifications60 Florida License63 Ubc!4;!!FYQFSJFODF 30 Relevant Project Experience31 Long-Term Relationships35 Ubc!5;!!SFGFSFODFT 36 Letters of Reference37 Reference Details43 Ubc!6;!!QSJDF!QSPQPTBM 44 Hourly Rates45 All-Inclusive Firm Fixed Price46 Ubc!7;!!GJOBODJBM!JOGPSNBUJPO!BOE!MJUJHBUJPO!)VOEFS!TFQBSBUF!DPWFS*47 LLC Members Officers and Directors Years in Operation Years under Present and Prior Name Claims and Suits Ubc!8;!!SFRVJSFE!DPVOUZ!GPSNT!BOE!MJDFOTFT 49 Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!453 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!454 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW CSJFG!IJTUPSZ!PG!UIF!GJSN Established in 1997, Carr, Riggs & Ingram, LLC(CRI) is a super-regional certified public accounting and consulting firm with roots going back to 1972. CRI has 300+ partners and 1900+ professionals across 74 offices located in 10 states. CRI has provided auditing, accounting, tax preparation, and consulting services to clients, including governmental organizations, since inception. CRI's corporate office is located in Enterprise, Alabama. The engagement team for Monroe County will be based out of CRI's Orlando and Melbourne offices. These offices specialize inConstruction Auditing Services, particularly to governmental entities. Tjodf!2::6-!DSJ!ibt!qfsgpsnfe!pwfs!961!dpotusvdujpo!dptu!wfsjgjdbujpo!tfswjdft!)#dpotusvdujpo!bveju!tfswjdft#* fohbhfnfout-!cpui!bt!bhsffe.vqpo!qspdfevsft!boe!dpotvmujoh!fohbhfnfout-for private and public owners of construction projects. Jo!uif!mbtu!6!zfbst-!DSJ!ibt!cffo!fohbhfe!up!qfsgpsn!dpotusvdujpo!bvejujoh!tfswjdft!gps!pwfs!411 qspkfdut, with a total construction value averaging $430,000,000 per year.We have performed these procedures for several Owners whose annual construction program exceeded $200 million dollars. Our services include construction contract reviews, guaranteed maximum price reviews, construction contract milestone audits, pay application reviews, and construction contract close out engagements. We have performed these services primarily for cost plus fee type contracts, including the following: ¤Construction Manager at risk ¤Design Build ¤Integrated Lean Project Delivery The relationship between the Owner and the Contractor in these types of contracts is designed to be accountable and will contain a standard audit clause in the body of the agreement. For the construction audit services, we primarily perform procedures at the ContractorÓs offices, inspecting subcontractor files, labor timesheets, labor burden charges, insurance allocations, internal charges, etc. Our approach is to begin with the Construction ManagerÓs jobcosting system and work back to what was billed. In addition, we provide comments and recommendations for improving contract language, internal controls and provide insight into industrywide trends and benchmarks in fee, general conditions, and insurances, to name just a few. Beyond cost recovery and process/contract improvements, our services deliver value to the client in the following ways: ¤Bttvsbodf Î thecomfort of a signed report with an assessment of a ProjectÓs final costs from a respected CPA firm with expertise specific to construction cost auditing. ¤Bddpvoubcjmjuz Î when the Construction Manager is aware the records will be examined by an independent, third party expert at the completion of the project, it promotes accountability and sound record keeping on the project. ¤Fggjdjfodz Î while many clients have excellent construction and accounting personnel on staff, CRI provides decades worth of experience in the specific area of construction audits. We meet with our clientÓs staff to determine which areas and procedures would be of the most value to them, in essence customizing each engagement to the needs of the client. ¤Bggpsebcjmjuz Î CRI performs many such engagements and is able to provide the services at competitive prices. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!455 DBSS-!SJHHT!'!JOHSBNDSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: CONTRACT REVIEW CRI reviews the ProjectÓs contract documents for language relative to the finances of the Project. Utilizing best practice language gleaned from the hundreds of projects we have performed over the last 10+ years, we make recommendations to modify the contract language. This review covers a wide array of topics, but includes (but is not limited to): labor burden, cost of work clause, general conditions, general requirements, insurances, subcontractor overhead and profit. Recommendations to the contract, on the front end, can help you, as the Owner, avoid significant costs; and there is residual value Ï our recommendations can be implemented into future contracts. QIBTFBQQSPYJNBUF!UJNFGSBNF!BOE!DPNNFOUT Contract review startOwner provides the complete contract documents to CRI (Agreement, General Conditions, Amendments, Supplemental Conditions, etc.). CRI analyzes the contract documentsThis process takes approximately 3-5 days, from receipt of the documents, for analysis and quality control review. CRI presents a draft of recommendations to Owner Timing is dependent upon the time required for the OwnerÓs representativesrepresentative to review the draft recommendations and the number of comments and edits the representatives have for CRI. CRI finalizes the recommendations into a final deliverableUpon receipt of the OwnerÓs comments and edits of the draft recommendations, a final deliverable, either a redlined contract or summary of recommendations, would be issued within 3-5 days, reflecting necessary changes. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!456 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: GUARANTEED MAXIMUM PRICE (GMP) REVIEW CRI reviews the components of the GMP and performs verification testing, before the Project starts, to avoid excessive/improper charges. Areas of testing would include (but not be limited to): general conditions labor rates, labor burden, general liability insurance, and subcontractor default insurance. Below is an example of typical procedures for this type of engagement. PROCEDURES: GMP REVIEW 1. Obtain and read a copy of the proposed contract between the Owner and the Construction Manager relative to the construction of the Project. 2. Obtain a copy of the proposed GMP and evaluate the components, with particular attention to the following, if applicable: a. General conditions: Review the contracting methodology and the applicable strategy with the Owner. Review detail schedules of the costs included and provide observations and comments. Review the expected components as described below. b. Subcontractors: Select the largest 10 subcontracts and verify that the lowest bidder was chosen. If the lowest bidder was not chosen, obtain explanation from the Construction Manager for their choice and report the explanation to the Owner. c. General conditions labor rates: Review the labor portion of the general conditions and compare the rates used to rates in other GMP calculations. Test the actual base labor rates used in the calculation to the current payroll records of the Construction Manager. Create a table of the verified rate, by employee, with the verified labor burden (from d. below) included to obtain a billable rate for each Construction Manager personnel. d. General conditions labor burden: Obtain a schedule detailing the labor burden rates attached to the general conditions labor and evaluate the components for conformity to the contract and industry standards. Verify components to underlying supporting documentation requested from and supplied by the Construction Manager. e. General liability insurance: Review the rate proposed by the Construction Manager for general liability, and other insurance coverages, for reasonableness and conformity to the contract. Evaluate the insurance limits against the requirements of the contract and the Owner. Review the allocation methods used for coverages that are not directly billed. Identify the source of the rates and report to the Owner those rates that are internally generated, or those that are based on reserve calculations (self-insured). f. Equipment rental rates: Obtain a listing of rental rates for equipment either leased or owned by the Construction Manager. For the items leased, obtain a copy of the invoice from the third party rental company. For the items owned by the Construction Manager, obtain the allocation of the ownership costs to the Project. This would include, but not be limited to: purchase price, depreciable life, maintenance costs, operating costs. Create a table of verified billable rates for equipment. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!457 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: GMP REVIEW - CONTINUED PROCEDURES: GMP REVIEW (CONTINUED) g. Bond: Review the third party bond rate from the Construction ManagerÓs bonding company. h. Allowances: Review the allowance balances included in the original guaranteed maximum price. Evaluate the policies and procedures contained in the contract documents for utilizing allowance balances. i. Subguard: If applicable, review the subguard rate against industry standards. If the insurance is not the result of a direct third-party billing, identify the source of the rate and report to the Owner those portions of the rate that are internally generated, or those that are based on reserve calculations (self-insured). j. Self-performed work: Review the GMP and inquire of the Construction Manager regarding any self-performed work, or work done by a related party, and communicate such to the Owner. Review the methodology for costing such types of work. 3. Prepare a deliverable to report the results of the above steps to the Owner. QIBTFBQQSPYJNBUF!UJNFGSBNF!BOE!DPNNFOUT Initiate GMP work with CRICRI meets with the Owner to determine the items the Owner wants verified at the establishment of the GMP. This scope meeting would occur prior to the negotiation of the GMP. CRI requests supporting documentation from the This request would occur after the rates had been Construction Manager for the rates to be verifiedestablished in a draft version of the GMP. The Construction Manager should be made aware, prior to the drafting of the GMP, that certain rates will be verified to supporting documentation. CRI verifies rates to the Construction ManagerÓs supporting As time is at a premium at this phase of the Project, CRI will documentationset deadlines for the Construction Manager to supply the requested documentation. Once CRI receives all of the documents, the turnaround time would be 3-5 days. It would be normal for a follow up request to be necessary for documents that were insufficient or not initially provided and the turnaround time would be dependent on the Construction ManagerÓs response. CRI presents a draft of any differences (if applicable) in the 1-3 days should be allowed for the Construction Manager to rates, first to the Construction Manager, and then to the review any potential findings from CRIÓs review. OwnerÓs representatives CRI presents a draft of the deliverable, with verified rates to Time to review is at the OwnerÓs discretion. the Owner CRI presents the final deliverableThe day following the approval by the OwnerÓs representatives. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!458 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: PAY APPLICATION REVIEWS The objective of the payment application review is to determine that the amount invoiced is a reasonable representation of work completed or stored to date and that the payment application is in accordance with the contract. The steps include: ¤ Recommend control improvements during the audit ¤ Change order processes, controls and usage process¤ Contractor owned equipment rentals/small tools and ¤ Payment application, processing and administrationother construction costs ¤ Labor hours, wages and/or stipulated rates charged ¤ General liability, commercial auto liability and other to the projectinsurance costs ¤ Labor burden costs including benefits, ¤ Home office overhead costs unemployment insurance, workersÓ compensation ¤ Fees and mark-ups of any kind and other elements charged to project¤ Bond expenses ¤ Accounting systems (e.g. payroll audits, rates, cost ¤ Permit expenses segregation and overhead)¤ Test and evaluate change orders ¤ Overhead rates and/or labor multipliers¤ Verification of proper sales and use tax charges ¤ Materials and equipment costs¤ Allowable and unallowable cost reviews ¤ Procurement of subcontractors¤ Owner Direct Purchases ¤ SubcontractorsÓ cost charged to project¤ Reimbursable expenses ¤ Owner and Construction Manager contingency usage PROCEDURES: PAY APPLICATION REVIEWS Based on our experience in performing numerous pay application reviews for other governmental entities, we have developed a checklist to facilitate an effective and efficient review process, consisting of 25 steps, a sample of these steps are included below: 1. Verify the contract value as represented on the payment application is correct. 2. Verify the amounts reported on the payment application reconcile to previous payment applications and are mathematically accurate. 3. Vouch charges to related supporting supplier/vendor invoices/sub-contractor pay applications, etc. (as applicable). 4. Verify labor and labor burden are charged in accordance with the contract. 5. Confirm change orders are properly approved and incorporated into the pay application. 6. Validate proper review and approval by the appropriate representatives. 7. Other steps are developed and tailored to the particular project and applicable key contract compliance criteria. 8. Monthly pay application checklist includes observations/recommended follow-up. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!459 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: PAY APPLICATION REVIEWS - CONTINUED QIBTFBQQSPYJNBUF!UJNFGSBNF!BOE!DPNNFOUT Pay Application Review (PAR) startAt least 4 weeks prior to the NTP (if not already provided), the Owner provides the complete contract documents to CRI (Agreement, General Conditions, Amendments, Supplemental Conditions, etc. the approved GMP) and the PA template including the detailed scheduled values Î AIA G702, G703. CRI analyzes the contract documents and develops PAR This process takes approximately 1 -2 weeks from receipt of checklist with detailed procedures.the documents, for analysis and quality control review. CRI presents a draft of the PAR checklist to Owner Timing is dependent upon the time required for the OwnerÓs representatives.representative to review the draft PAR checklist and the number of comments and edits the representatives have for CRI. CRI incorporates the recommendations into a final PAR Upon receipt of the OwnerÓs comments and edits of the PAR checklist.checklist, a final PAR checklist would be issued within 3-5 days, reflecting necessary changes. CRI uses the approved PAR checklist to assist the OwnerÓs CRI will provide real-time feedback to the OwnerÓs representative in performing the monthly pay applications representative via the PAR checklist (Excel workbook) within beginning with the first pay application electronic submission.3 to 5 days of receiving the pay application. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!45: DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: CONTRACT CLOSE OUT REVIEW CRI performs comprehensive verification procedures on the final job cost detail for the Project, as presented by the Construction Manager, from its job cost accounting system. Our services center predominantly around the Construction ManagerÓs records for the Project. We have a menu of procedures developed from years of performing these services, but we also collaborate with each individual Owner and allow them to choose/refine the procedures that will provide them the most value. PROCEDURES: CLOSE-OUT 1. Inspect a copy of the Standard Management Contract (the ÐAgreementÑ), dated {DATE}, between the Owner and the Construction Manager, and the {Amendment docs, if applicable}, dated {DATE} (collectively referred to as the Ðcontract documentsÑ), relative to the construction of the Project. 2. Inquire of the Owner and the Construction Manager as to whether there are any disputed provisions between the two parties, relative to the contract documents or the ProjectÓs costs as provided in 4. below, or if there are any other unresolved disputes. 3. Inquire of the Construction Manager as to whether there are any disputes between the Construction Manager and its subcontractors. 4. Obtain from the Construction Manager, a copy of the final job cost detail, dated {DATE} (the Ðfinal job cost detailÑ). 5. Obtain from the Construction Manager and the Owner, a copy of the final payment application request issued to the Owner, dated {DATE} (Ðfinal pay applicationÑ). 6. Obtain from the Construction Manager a reconciliation between the final job cost detail and the final pay application. 7. From the final job cost detail, select all subcontractors with total costs in excess of $50,000 (Ðselected subcontractorsÑ) and perform the following: a. Obtain the subcontract and related change orders, executed between the selected subcontractors and the Construction Manager. Compare the total amount recorded in the final job cost detail to the original subcontract amount plus the related change orders. b. Obtain the appropriate labor and material pricing estimates, vendor invoices, and subcontractor markups (Ðsupporting documentationÑ) for the subcontractor change orders in 7.a. above. Compare the change order amounts to the supporting documentation. c. Obtain from the Construction Manager, the final lien releases or individual payment lien releases totaling the final subcontract value submitted by the selected subcontractor to the Construction Manager, or a sample of cancelled checks (at least 30) for payments made by the Construction Manager to the selected subcontractor (Ðpayment documentationÑ). Compare the final subcontract amount to the payment documentation. d. Obtain a listing of owner direct purchases (ÐODPÑ) from the County related to each subcontract selected. Compare the ODP amounts to the sum of the deductive ODP change orders, per the selected subcontractor. 8. If there are reimbursable labor charges included in the final job cost detail, from the total number of Construction Manager employee payroll transactions listed in the final job cost detail, haphazardly select a sample of at least 15 Construction Manager payroll transactions. Each sampled payroll transaction will be for a specific, identified time period of the Project. 9. From the items selected in 8. above, perform the following: a. Obtain copy of or access to, the original timesheet and a payroll register, for the time period of the selected transaction, showing gross pay to the employee for each employee selected. b. Compare the amount listed for each sample in the final job cost detail to the items obtained in 9.a. above. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!461 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: CONTRACT CLOSE OUT REVIEW - CONTINUED PROCEDURES: CLOSE-OUT (CONTINUED) 10. If labor burden is included in reimbursable labor (if any), recalculate the labor burden percentage and compare it to the fixed rate per the contract documents. 11. From the final job cost detail, select any non-subcontractor line items that exceed $50,000 and perform the following: a. Obtain a copy of or access to, the original invoice, pricing document, and a copy of the cancelled check for each item selected. If there are more than 10 entries for the non-subcontractor in the final job cost detail, select a sample of at least 5 items. b. Compare the documents obtained in 11.a. to the amount recorded in the final job cost detail. 12. From the final job cost detail, select amounts for payment and performance bond costs and builderÓs risk insurance (as applicable) and perform the following: a. Obtain a copy of or access to the original invoices and a copy of the cancelled check or other proof of payment paid directly to a third party. Compare the documentation obtained to the amounts recorded in the final job cost detail. 13. From the final job cost detail, select amounts for general liability insurance and perform the following: a. Where applicable, obtain the Construction ManagerÓs internal allocation for general liability insurance charges. b. Inspect the internal allocation method and calculation. Compare the documentation obtained in 13.a. above to the amounts recorded to the final job cost detail. c. If applicable, obtain third party invoices for internal allocation amounts. d. If there is a self-insured portion of the premium, inquire regarding the calculation methodology for the self- insured portion of the premium. Obtain third party invoices or documentation for the calculation of the self- insured portion of the premium. Specifically inquire if that portion of the premium is based on actuarial calculations. If so, obtain the actuarial report supporting the calculation. e. If applicable, obtain supporting documentation for the allocation base, i.e. annual companywide revenue for the Construction Manager. f. If applicable, recalculate the Construction ManagerÓs internal allocations and compare the recalculation to the amounts in the final job cost detail. 14. Inquire of the Construction Manager to determine if there are any expenditures, in the final job cost detail, to entities related by common ownership or management to the Construction Manager. 15. If there are expenditures to entities related by common ownership or management noted in 14. above, perform the following: a. Report the entity and volume of the transactions to the Owner. b. Determine if such transactions are properly authorized by the Owner, in accordance with the contract documents. 16. From the final job cost detail, haphazardly select at least five transactions determined to be the Construction ManagerÓs internal charges to the Project, and perform the following: a. Obtain vendor invoices and Construction Manager calculations for internal charge rates. b. Compare the internal charge rates recorded in the final job cost detail to the supporting documentation obtained in 16.a. above. 17. Obtain the ProjectÓs Notice to Proceed (ÐNTPÑ) from the Owner and inspect the dates of the charges in the final job cost detail for recorded costs with dates prior to the date on the NTP. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!462 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: CONTRACT CLOSE OUT REVIEW - CONTINUED PROCEDURES: CLOSE-OUT (CONTINUED) 18. Inquire of the Construction Manager to determine whether they are using a subcontractor default insurance program (ÐsubguardÑ) for subcontractor bonding requirements. If so, perform the following: a. Inspect the final job cost detail, as well as, subcontracts and change order line items for the selected subcontractors noted in 7. above, for line items described as subcontractor bond costs. b. Obtain an invoice and cancelled checks for the subguard charges found in the final job cost detail, if paid to a third party. c. If the charges for subguard are the result of an internal allocation, obtain the internal allocation calculations that support the amounts in the final job cost detail and compare the calculations to the amounts in the final job cost detail. d. If there is a self-insured portion of the premium, inquire regarding the calculation methodology for the self- insured portion of the premium. Obtain third party invoices or documentation for the calculation of the self- insured portion of the premium. Specifically inquire if that portion of the premium is based on actuarial calculations. If so, obtain the actuarial report supporting the calculation. e. If internal allocation are used, recalculate the internal allocations and compare the recalculation to the charges in the final job cost detail. f. Obtain written representation that the subcontractors on the Project, enrolled in subguard, have not included bond costs in their payment applications. 19. Obtain all signed and executed change orders between the Owner and the Construction Manager for the duration of the Project. 20. Obtain from the Owner, a log of the ODPs plus sales tax savings for the Project and perform the following: a. Recalculate the total ODPs, from the log obtained above, by taking the actual ODPs spent on the Project and comparing them to the original contract value (including ODPs) plus or minus any change orders (not including ODP change orders). b. Inquire if the County will seek to recover the amount of any such missed tax savings from the Construction Manager. 21. Compare the ODP log plus tax savings amount obtained in 20. above, to the total signed and executed change order amounts obtained in 19. above relative to ODPs. 22. Utilizing the not-to-exceed general requirements detail from the contract documents in 1. above, compare to the general requirements charges noted in the final job cost detail. 23. Recalculate the adjusted guaranteed maximum price (ÐGMPÑ) as follows: a. Obtain the original GMP amount, including any fixed or percentage-based Construction Manager fees or lump sums from the contract documents noted in 1. above. b. Add the original GMP amount (from 1. above) plus additive change orders and minus deductive change orders from 19. above. 24. Obtain the final contract value, per the final pay application (noted in 5. above) and compare it to the adjusted GMP amount recalculated in 23.b. above. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!463 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: CONTRACT CLOSE OUT REVIEW - CONTINUED PROCEDURES: CLOSE-OUT (CONTINUED) 25. Recalculate the final construction costs as follows: a. Starting with the final job cost detail, adjust for any reductions identified in the application of the above procedures (i.e. subcontractor markup differences, non-reimbursable items, repair/rework items, etc., as applicable) to reach the Ðadjusted final job costsÑ. b. Utilizing the adjusted final job costs, add any fixed fees or lump sum amounts to reach the Ðfinal construction costsÑ. c. Compare the adjusted GMP amount calculated in 23.b. above to the final construction costs amount from 25.b. above. 26. Obtain, from the Owner and/or the Construction Manager, all of the ProjectÓs contingency logs and usage documents and inspect all contingency usage forms for the OwnerÓs designated representativeÓs signature of approval. 27. Compare the ending balances in the contingency funds, per the contingency logs obtained in 26. above, to the change order amount of the funds returning to the Owner, as obtained in 19. above. 28. Obtain the Certificate of Substantial Completion, signed by the Architect, and compare the date of this document to the time requirements contained in the contract documents. 29. Obtain the Certificate of Final Inspection, signed by the Architect, and compare the date of this document to the time requirements contained in the contract documents. 30. Utilizing the Certificate of Final Inspection obtained in 29. above, inspect the dates of the charges in the final job cost detail for recorded costs with dates subsequent to the date of the Certificate of Final Inspection. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!464 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: CONTRACT CLOSE OUT REVIEW - CONTINUED QIBTFBQQSPYJNBUF!UJNFGSBNF!BOE!DPNNFOUT Project completionTo be determined Construction Manager provides a draft of the ProjectÓs final It should be noted, the Construction ManagerÓs settlement of pay application and final change ordersubcontracts can take significant time at the completion of the Project. CRI requests the final job cost detail from the Construction This would occur immediately following the submission of the Manager and selects samples, in accordance with the above draft final pay application and change order. proposed scopes of work CRI provides the Construction Manager with a list of Generally, 2 weeks must be allowed for the Construction requested documents, and establishes a timeline for the Manager to accumulate the documents requested and make receipt of those documentsthem available Î these can either be transmitted electronically or a visit will be scheduled to review the documents, in person. CRI schedules the fieldwork for review of the job cost Fieldwork will be 3-5 days and will occur once the samples requested above Î subcontractor files, vendors, etc. Construction Manager has accumulated all requested detailed in our scope of work belowdocumentation. CRI schedules a meeting with the Construction Manager to This meeting would occur after the completion of CRIÓs review any findings and resolve open itemsfieldwork. CRI prepares a preliminary draft of the ProjectÓs financial Completed after the meeting with the Construction Manager. exhibits and findings CRI reviews the preliminary draft with Owner Occurs immediately upon completion of the preliminary draft. representatives. Adjustments are made, as necessary. A final report is issued on the ProjectOccurs upon completion of any adjustments the Owner representatives want to make to the preliminary draft. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!465 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: EXPECTED OUTPUT FOR REPORTING SERVICES CONTRACT REVIEW CRI will produce a redlined copy of the contract documents and/or a deliverable listing the contract recommendations. We will work with the County to determine which format will best meet the needs of the County. GMP REVIEW CRI will create a report stating the procedures applied to the rates selected for verification in the GMP, and the results of the testing. This report will be in the format as seen in Appendix A. PAY APPLICATION REVIEW CRI will create a PAR checklist, tailored as needed to meet the distinct compliance metrics of the Project. The PAR checklist will include our observations and recommendations as well as a column for the County's response to resolution/outcome. CLOSE OUT PROCEDURES CRI will create a report stating the procedures applied to the final job costs, and the results of those procedures. The report will have an Exhibit which contains the verified costs of the Project compared to the final GMP per the Project's final payment application. A sample report is included in this proposal as Appendix A. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!466 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 1: FIRM OVERVIEW APPROACH TO SCOPE OF SERVICES: EFFECTIVE COMMUNICATION Consistent communication is a key to the smooth and timely completion of the engagement and delivery of the final reports. By ensuring constant involvement, we are in a better position to respond timely and efficiently as issues arise. Engagement Partner Matthew Incinelli is responsible for the overall administration of the contract and will communicate with the County on a regular basis. However, other team members will occasionally contact you with questions or requests for additional information, and you are welcome to contact any member of the engagement team throughout the duration of our contract. Throughout each engagement, we will communicate with the appropriate Construction Manager representative to request documents, information, and clarification necessary to complete the agreed-upon procedures. Through regular communication with both the County and the Construction Manager, we can avoid surprise findings and complete each engagement as smoothly and efficiently as possible. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!467 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!468 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL YOUR CRI TEAM Nbuuifx!Jodjofmmj-!DQB-!DDB-!Fohbhfnfou!Qbsuofs/!Bt!uif!Fohbhfnfou!Qbsuofs-!Nbuu!jt!uif!qspkfdu!nbobhfs!boe!uif! dmjfout!qsjnbsz!dpoubdu!xjui!uif!Gjsn. He has ultimate responsibility for the engagement in its entirety. The Engagement Partner provides you with a convenient Ðhands onÑ resource in dealing with each situation that arises during the engagement. When specialized knowledge is needed, the other partners in the Firm will be available to provide the necessary information through consultation with the Engagement Partner. Matthew has twenty years of experience in public accounting. His primary focus is in the area of construction contract compliance and attestation engagements primarily for governmental entities. Matthew has regularly been selected as an instructor on construction auditing processes and procedures for organizations such as FASBO, FGFOA, and the Association of Internal Auditors, as well as other local and regional construction, governmental, and accounting/auditing associations. Matthew has worked in all roles (staff to Partner) on construction audits over his 20+ years with the Firm. Spcfsu!)Spc*!M/!Cspmjof-!Ks/-!DQB-!DDB-!Fohbhfnfou!Qbsuofs. Rob will be the primary contact with the Firm for the payment application review services. Rob has approximately twenty years of experience in public accounting and specializes in entity- wide risk assessments, process risk/controls assessments, internal audits, compliance audits, construction compliance cost audits and forensic reviews. Rob has regularly been selected as an instructor on construction compliance processes and procedures for organizations such as FASBO, FGFOA, GFOA, as well as other local and regional construction, governmental, and accounting/auditing associations. Wjd!Jodjofmmj-!DQB-!DDB-!Ufdiojdbm!Qbsuofs. The technical partner will function in an advisory capacity and will work with the engagement partner as needed to assist with any complex matters that arise in the course of the engagements that require specialized knowledge. He has participated as partner in all governmental and non-governmental entities listed in this statement of qualifications and has been proving construction auditing services to governmental entities for 36+ years. Tdpuu!Gfshvtpo-!DQB-!DDB-!Rvbmjuz!Dpouspm!Qbsuofs. The Quality Control Partner serves an essential role in our quality control procedures. The Quality Control Partner performs the final review of all audit and attestation files, closely coordinating with the Engagement Partner the completion and release of the report. Mr. Ferguson has reviewed in excess of 100 construction audit and attestation files and reports, and has served as Quality Control Partner on construction audit and attestation engagements since 2011. Nbobhfs-!Tvqfswjtjoh!Tfojpst-!Tfojpst!boe!Tubgg. The Engagement Manager, Supervising Seniors, Seniors and Staff are primarily responsible for the performance of various field work procedures, as directed by the Engagement Partner. TIME COMMITMENT All members of your CRI team will be available to work on the County's projects on a consistent, full-time basis. Our goal is to have continuity on all projects, so specific team members will be assigned at the onset of each project and will see it through to completion. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!469 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL YOUR CRI TEAM *Nbuuifx!Jodjofmmj-!DQB-!DDB, Engagement Partner Rob Broline, CPA, CCA, Engagement Partner Victor Incinelli, CPA, CCA, Technical Review Partner Scott Ferguson, CPA, CCA, CAM, Engagement Quality Control Review Partner Wayne McDougle, Supervising Senior Jason Hostetler, CPA, Senior Staff Robert Trautman, CPA, Engagement Staff Ernest Wong, CPA, Engagement Staff Christian Espinal, Engagement Staff * Matthew Incinelli will be your primary point of contact and will act as CRI's authorized representative. CERTIFICATIONS Uif!ECQS!Cpbse!pg!Bddpvoubodz!Tubuf!pg!Gmpsjeb!gjsn!mjdfotf!bt!xfmm!bt!qspgfttjpobm!mjdfotft!gps!qspgfttjpobm!tubgg! dbo!cf!gpvoe!voefs!Ubc!8!pg!uijt!qspqptbm/ Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!46: DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL Nbuuifx!Jodjofmmj-!DQB-!DDB Partner mincinelli@CRIcpa.com 407.644.7455 | Office Fyqfsjfodf Sfqsftfoubujwf!Dmjfout Matthew has been with CRI since 2002, working in the areas of construction, real ¤ Alachua County estate and contract consulting services. His primary focus is in the area of ¤ Flagler County construction contract attestation and consulting engagements. He also has ¤ Orange County Schools extensive experience with governmental entities and performing audits of school ¤ Brevard County Schools districtsÓ internal accounts. His work involves the evaluation of third party ¤ Florida Virtual Schools compliance with contractual terms and conditions. ¤ Indian River County Schools ¤ Lee County Schools Matthew is a member of the construction audit and attestation team and has taken ¤ Marion County Schools part in over 400 engagements. Matthew has regularly been selected as an instructor ¤ Osceola County Schools on construction auditing processes and procedures for organizations such as ¤ Pasco County Schools FASBO, Florida Finance Officers, and the Association of Internal Auditors, as well ¤ Pinellas County Schools as other local and regional construction, governmental, and accounting/auditing ¤ Polk County Schools associations. ¤ Wake County Schools ¤ Emory University ¤ Angleton Independent School Fevdbujpo-!Mjdfotft!'!Dfsujgjdbujpot District, TX ¤ BS, Business Administration, University of North Florida ¤ Florida International University ¤ Certified Public Accountant ¤ University of North Florida ¤ Certified Construction Auditor (CCA) ¤ Melbourne Airport Authority ¤ Valencia College Qspgfttjpobm!Bggjmjbujpot! ¤ Florida A&M University ¤ American Institute of Certified Public Accountants (AICPA) ¤ City of Fort Lauderdale ¤ Florida Institute of Certified Public Accountants (FICPA) ¤ Orlando Health ¤ National Association of Construction Auditors (NACA) Djwjd!boe!Dvmuvsbm!Bggjmjbujpot ¤ Youth Age Baseball Coach, Winter Park Babe Ruth ¤ Deacon, Aloma Church Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!471 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL Spc!Cspmjof-!DQB-!DDB Partner rbroline@CRIcpa.com 321.426.3026 | Direct Sfqsftfoubujwf!Dmjfout Fyqfsjfodf Rob has over twenty years of proven skills and experience in public accounting. ¤ Brevard County Government Industries served include the following: K-12, Higher Education, State and Local ¤ Brevard County School government, Hospitality, Healthcare, Construction, and Commercial. Rob specializes District in entity-wide risk assessments, process risk / controls assessments, internal audits, ¤ City of Cocoa Beach operational audits, construction cost audits and forensic reviews. Rob is the CRI ¤ City of Daytona Beach Shores lead on the outsourced internal audit work that CRI performs for the Brevard County Board of County Commissioners. Rob specializes in construction risk management: ¤ City of Fort Lauderdale ¤ Assess whether contractors/vendors are in compliance per the contract ¤ City of Orlando terms and conditions (over 200 contracts) ¤ City of Palm Bay ¤ Revised, redlined numerous construction contracts for the three (3) major ¤ City of Tarpon Springs contract delivery types Î Cost reimbursable, Design/Build, Firm fixed price ¤ Space Florida ¤ Assess processes and internal control structures are in place and recommend improvements ¤ Broward College ¤ Benchmark financial processes and controls with industry standards and ¤ Broward County School best practices. District ¤ California Energy Commission Fevdbujpo-!Mjdfotft!'!Dfsujgjdbujpot ¤ Capital One ¤ BA, Accounting, Cedarville University ¤ Eastern Florida State College ¤ Certified Public Accountant (CPA) ¤ Florida Department of ¤ Certified Construction Auditor (CCA) Economic Development ¤ Health First Qspgfttjpobm!Bggjmjbujpot! ¤ Lake County School District ¤ American Institute of Certified Public Accountants ¤ Monroe County School District ¤ Institute of Internal Auditors ¤ Osceola County School ¤ Florida Institute of Certified Public Accountants District ¤ Speaker Florida Government Finance Officers Association Conference ¤ Palm Beach State College ¤ Speaker Government Finance Officers Association National Conference ¤ University of Central Florida Qspgfttjpobm!'!Djwjd!Mfbefstijq ¤ Treasurer, Board of Directors, New Life Mission ¤ Secretary, Board of Directors, Founders Forum ¤ Leadership Brevard, Class of 2019 Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!472 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL Wjdups!Jodjofmmj-!DQB-!DDB Technical Review Partner vincinelli@CRIcpa.com 407.644.7455 | Office Fyqfsjfodf Sfqsftfoubujwf!Dmjfout Vic is passionate about the cost benefits of construction contract audits (especially ¤ Orange County Public since 75% of audits result in a return or a reduction of the contract amount). HeÓs Schools also passionate about ensuring the best results for his clients. ¤ Brevard County Public Schools Vic joined CRIÓs Orlando office in 1979 and has experience providing accounting, ¤ Indian River County Public auditing, and assurance services to governmental and corporate entities. Vic has Schools been involved in construction auditing for his entire career, having completed in ¤ Lee County Public Schools excess of 600 Construction Manager at Risk engagements. He also has experience ¤ Marion County Public Schools in financial statement audits, claims consulting, and contract auditing. ¤ Osceola County Public Schools Vic has been a presenter at a number of conferences related to construction ¤ Pasco County Public Schools auditing. He is a member of the American Institute of Certified Public Accountants ¤ Pinellas County Public (AICPA), the Florida Institute of Certified Public Accountants (FICPA), the Schools Associated Builders and Contractors (ABC), and the Associated General ¤ Polk County Public Schools Contractors (AGC). Additionally, Vic currently serves on CRIÓs Accounting and ¤ Wake County Public Schools Auditing Quality Control Committee. ¤ Angleton Independent School District, TX ¤ Eastern Florida State College Fevdbujpo-!Mjdfotft!'!Dfsujgjdbujpot ¤ Emory University ¤ BS, Accounting, University of Illinois (High Honors, Evans Scholar) ¤ Florida International University ¤ Certified Public Accountant ¤ University of North Florida ¤ Certified Construction Auditor (CCA) ¤ Valencia College ¤ Florida A&M University Qspgfttjpobm!Bggjmjbujpot! ¤ Harris Corporation ¤ American Institute of Certified Public Accountants (AICPA) ¤ Associated Builders and Contractors ¤ Florida Institute of Certified Public Accountants (FICPA) ¤ National Association of Construction Auditors (NACA) Djwjd!boe!Dvmuvsbm!Bggjmjbujpot ¤ Board of Directors, Morningstar Charities ¤ Manager and Director, Winter Park Diamond Dawgs Youth Baseball Organization Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!473 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL Tdpuu!Gfshvtpo-!DQB-!DDB-!DJUQ Quality Control Partner sferguson@CRIcpa.com 407.644.7455 | Office Sfqsftfoubujwf!Dmjfout!Fyqfsjfodf ¤ Lee County Public SchoolsScott has been with Carr, Riggs & Ingram since 1997 and has more than 23 years of ¤ Osceola County Public experience. Additionally, he served as CFO for a local construction company for a Schoolsyear. He provides accounting, auditing, and assurance services to corporate clients ¤ Broward County Public in the real estate, hospitality, and wholesale industries as well as construction Schoolscompanies throughout Central Florida. ¤ Orange County Public SchoolsScott has reviewed in excess of 100 construction audit and attestation files and ¤ Pasco County Public Schoolsreports, and has served as Quality Control Partner on construction audit and ¤ Pinellas County Public attestation engagements since 2011. Schools ¤ Wake County Public SchoolsIn addition to serving clients, Scott has instructed courses at the firmÓs annual CPE ¤ Polk County Public Schoolsweek. He also facilitated a course for the firmÓs annual Leadership Academy which ¤ Indian River County Public is dedicated to enhancing the client service skills of CRIÓs team. Schools ¤ Harris Corporation Fevdbujpo-!Mjdfotft!'!Dfsujgjdbujpot ¤ Canaveral Port Authority¤ BS, Accounting, Florida State University ¤ MS, Taxation, University of Central Florida ¤ Certified Public Accountant ¤ Certified Construction Auditor (CCA) ¤ Certified Information Technology Professional (CITP) Qspgfttjpobm!Bggjmjbujpot! ¤ American Institute of Certified Public Accountants (AICPA) ¤ Florida Institute of Certified Public Accountants (FICPA) ¤ Association of Certified Fraud Examiners Djwjd!boe!Dvmuvsbm!Bggjmjbujpot! ¤ Committee Chairman, Cub Scout Pack 614 ¤ Treasurer, Cub Scout Pack 614 ¤ Assistant Den Leader, Cub Scout Pack 614 ¤ Treasurer, Boy Scout Troop 62 ¤ Adult Leader, Boy Scout Troop 62 ¤ Sunday School teacher, First United Methodist Church, Winter Park Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!474 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL Xbzof!C/!NdEpvhmf Supervising Senior wmcdougle@CRIcpa.com 321.426.3059 | Office Sfqsftfoubujwf!Dmjfout!Fyqfsjfodf Wayne is a supervising senior with Carr, Riggs & Ingram, LLC. He has been with the ¤ Brevard County Government firm about six months, providing internal and construction auditing services to ¤ Broward County School governmental entities, nonprofits and private industries. District ¤ City of Fort Lauderdale Previously, Wayne worked for over 15 years for a government contractor in Florida ¤ City of Palm Bay as a Lead Auditor in the internal audit department. ¤ Space Florida His activities and skills at his previous employer included: ¤ Health Care Corporation ¤ Audited contracts, subcontracts, procurement activities, assets, cash ¤ Lake County School District disbursements, H/R, I/T user rights, inventory, payroll, revenue, and other functional areas using data analytics tools. ¤ Performed SOX Internal Controls testing, created process narratives and risk & controls matrices. ¤ Created project plans to coordinate successful reduction of significant contract closeout backlog. ¤ Negotiated with Defense Contract Audit Agency (DCAA), Contracting Officers, and subcontractors regarding contract modifications and related contract funding closeout issues. ¤ Administered contract activities for Cost Reimbursable, Fixed Price, and Time and Materials type contracts, as well as performance-based contracts with milestones. ¤ Reviewed project billing and cost transactional data for compliance with Federal Acquisition Regulations (FAR) cost principles, along with Cost Accounting Standards (CAS), and GAAP. Wayne has worked with Rob Broline on various internal audit and construction cost avoidance/verification engagements, including agreed-upon procedures for governmental entities. Fevdbujpo-!Mjdfotft!'!Dfsujgjdbujpot! ¤ BS, Accounting, State University of New York ¤ MBA, Corporate Finance, Adelphi University, New York ¤ Certified Internal Auditor Candidate Qspgfttjpobm!Bggjmjbujpot! ¤ Institute of Internal Auditors (renewal in process) ¤ National Contract Management Association Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!475 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL Kbtpo!Iptufumfs-!DQB Senior Staff jhostetler@CRIcpa.com 407.644.7455 | Office Fyqfsjfodf Sfqsftfoubujwf!Dmjfout Jason is a senior staff associate with Carr, Riggs & Ingram, LLC in Winter Park. He ¤ Flagler County is in his third year with the firm, providing accounting and auditing services to ¤ Orange County Public governmental entities, nonprofits and private industries. Schools ¤ District School Board of Jason specializes in construction contract cost agreedupon procedures and has Osceola County worked on approximately 200 engagements. The majority of this work has been for ¤ Brevard Public Schools Florida school districts. ¤ School District of Pasco County Fevdbujpo-!Mjdfotft!'!Dfsujgjdbujpot ¤ Pinellas County Schools ¤ BSBA, Accounting, University of Central Florida ¤ Lee County Schools ¤ MSA, Liberty University ¤ Wake County Schools ¤ Certified Public Accountant ¤ St. Johns County School District ¤ Angleton Independent School Qspgfttjpobm!Bggjmjbujpot! District, TX ¤ Florida Institute of Certified Public Accountants (FICPA) ¤ Collier County Public Schools ¤ Volunteer, Ian C. Spura Memorial Foundation ¤ Volusia County Public Schools ¤ Orlando Health Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!476 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL Spcfsu!Usbvunbo-!DQB Engagement Staff rtrautman@CRIcpa.com 407.644.7455 | Office Fyqfsjfodf Sfqsftfoubujwf!Dmjfout Robert is a senior associate with CRI and has over four years of experience auditing ¤ Orange County Public internal accounts for various Florida School Districts, including Orange County Schools Public Schools and Polk County Schools. ¤ School District of Osceola County, FloridaHe has assisted in performing construction cost savings agreed-upon procedures for Orange County Public Schools, Brevard Public Schools, and the School District ¤ Brevard Public Schools of Osceola County. ¤ Polk County Public Schools ¤ Bridges of America Robert has taken Level I IT Training. ¤ ICAMR, Inc ¤ Girl Scouts of Citrus Council Fevdbujpo-!Mjdfotft!'!Dfsujgjdbujpot ¤ BS, Business Administration, University of Central Florida Graduated ¤ St. Luke's Evangelical Magna Cum Laude Lutheran Church and School ¤ Masters of Science in Accounting, University of Central Florida ¤ Certified Public Accountant Qspgfttjpobm!Bggjmjbujpot! ¤ Florida Institute of Certified Public Accountants (FICPA) ¤ Florida Bright Futures Scholar Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!477 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL Fsoftu!Xpoh-!DQB Engagement Staff ewong@CRIcpa.com 407.644.7455 | Office Sfqsftfoubujwf!Dmjfout!Fyqfsjfodf Ernest is a staff associate with Carr, Riggs & Ingram's Orlando office. He has two ¤ Orange County Public years of experience working on audits for Florida school districts, first as an intern Schools and then as a staff accountant. He has audited internal accounts for Orange County ¤ Brevard Public Schools Public Schools and Polk County Schools. Additionally, Ernest has worked on the ¤ School District of Osceola fixed assets property validation project for Orange County Public Schools. County He has assisted in performing construction cost savings agreed-upon procedures ¤ Pasco County Schools for Orange County Public Schools, Brevard Public Schools, the School District of Osceola County, and Pasco County Schools. Fevdbujpo-!Mjdfotft!'!Dfsujgjdbujpot! ¤ BS, Accounting, University of Central Florida ¤ MS, Auditing, University of Central Florida ¤ Passed all sections of the CPA exam, awaiting formal certification Qspgfttjpobm!Bggjmjbujpot ¤ American Institute of Certified Public Accountants (AICPA) Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!478 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 2: PERSONNEL Disjtujbo!Ftqjobm Engagement Staff cespinal@CRIcpa.com 407.644.7455 | Office Sfqsftfoubujwf!Dmjfout!Fyqfsjfodf Christian is a staff associate with Carr, Riggs & Ingram's Orlando office. He is in his ¤ Orange County Public second year with CRI and has been involved in many governmental audits, Schools including school districts, since beginning his career. He has worked on the internal ¤ Seminole County Public accounts audits for Orange County Public Schools and the School District of Schools Osceola County. ¤ Pasco County Schools Additionally, Christian has assisted in performing construction cost savings agreed- ¤ Volusia County Public Schools upon procedures for Orange County Public Schools, Brevard Public Schools, Pasco ¤ Pinellas County Schools County Schools, Volusia County Public Schools, Pinellas County Schools, Seminole ¤ Wake County Public School County Public Schools, and Wake County Public School System. System Fevdbujpo-!Mjdfotft!'!Dfsujgjdbujpot! ¤ BS, Accounting, University of Central Florida ¤ Beginning a masters program in accounting Qspgfttjpobm!Bggjmjbujpot ¤ American Institute of Certified Public Accountants (AICPA) Djwjd!boe!Dvmuvsbm!Bggjmjbujpot ¤ CRI Recruiting Committee ¤ Lake Mary Church Security Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!479 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 3: EXPERIENCE Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!47: DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 3: EXPERIENCE Uif!Tdippm!Cpbse!pg!Mblf!Dpvouz-!Gmpsjeb Uif!Tdippm!Cpbse!pg!Mblf!Dpvouz-!Gmpsjeb Ns/!Uipnbt!B/!Npdl!!Joufsobm!Bveju!Ejsfdups Ubwbsft-!GM!! NpdlUAmblf/l23/gm/vt 463/364/76:: Eftdsjqujpo!pg!xpsl;!Dpousbdu!Sfwjfx<!HNQ!Sfwjfx-!Qbz!Bqqmjdbujpot-!Qspkfdu!Dmptfpvut The scope of our services is for three major construction projects: Lake Pointe Academy, Fruitland Park, and Lake Minneola. This engagement includes multiple services for the above major projects: ¤ Reviewed contract terms and conditions and provided recommended changes to construction contracts (2) and design professional agreement (1) ¤ Provided observations/recommendations related to GMPÓs ¤ Prepared summary of contract key economic terms and conditions ¤ Provided feedback for pay applications and controls ¤ Prepared pay application review template/checklist for Internal Audit Director to use ¤ Performed cost verification procedures including, but not limited to the following areas: o Reconciliation of job cost to final pay application o Change orders, contingency usage, buyout savings o Labor, labor burden costs o Insurance and bonds o Subcontractor bid packages o Internal charges o Subcontractor costs o Other significant job costs Project start date: March 2020 Project completion date: November 2020, March 2021 (interims); Project close outs (ongoing) Final construction cost, including change orders: $44,000,000 (estimate, projects ongoing) Djuz!pg!Gpsu!Mbvefsebmf-!Gmpsjeb Djuz!pg!Gpsu!Mbvefsebmf-!GM Uipnbt!Hsffo-!Q/F/-!Tfojps!Qspkfdu!Nbobhfs Gpsu!Mbvefsebmf-!GM uhsffoAgpsumbvefsebmf/hpw :65/939/5119 Eftdsjqujpo!pg!xpsl;!Dpousbdu!Sfwjfx<!HNQ!Sfwjfx-!Qbz!Bqqmjdbujpot-!Qspkfdu!Dmptf!pvut The scope of our services included two major construction projects: Las Olas Parking Garage and Las Olas Corridor Improvements, Fort Lauderdale Aquatic Center. This engagement includes multiple services for the above major projects: ¤ Reviewed contract terms and conditions and provided recommended changes to construction contract ¤ Provided observations/recommendations related to GMPs ¤ Provided feedback for pay applications and controls ¤ Prepared pay application review template/checklist and performed over 58 real-time monthly pay application reviews providing observations/recommendations for resolution ¤ Performed cost analysis and verification of significant change orders Pvs!bcpwf!qbz!bqqmjdbujpo!boe!dibohf!psefs!qspdfevsft!sftvmufe!jo!pwfs!%646-111!jo!gvoet!sfuvsofe!up!uif!Djuz!up! ebuf/ Projects start date: September 2017 Projects completion date: December 2017 Î January 2022 (interim); Project close-outs (ongoing) Final construction cost, including change orders: $90,000,000 (estimate, projects ongoing) Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!481 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 3: EXPERIENCE Tdippm!Ejtusjdu!pg!Ptdfpmb!Dpvouz!.!Efoo!Kpio!Njeemf!Tdippm Tdippm!Ejtusjdu!pg!Ptdfpmb!Dpvouz-!GM Dibsmfof!Cbslipm{-!Dpotusvdujpo!Tztufnt!Bobmztu Ljttjnnff-!GM Dibsmfof/cbslipm{Aptdfpmbtdippmt/ofu 518/529/3:75 Eftdsjqujpo!pg!xpsl;!Dmptf.pvu!qspdfevsft: CRI performed close out procedures for a Construction Manager at Risk contract with Brevard Public Schools for Viera Area Elementary School. CRI was involved in identifying various adjustments to the contract value which were not in compliance with contractual requirements. CRI facilitates the resolution of all monetary items, resulting in actual return of the items noted below. CRI performed multiple services as part of this engagement including, but not limited to: ¤ Subcontractor and change order value analysis ¤ Owner direct purchases ¤ Evaluation of general requirements and general conditions ¤ Repair/rework items ¤ Excess subcontractor markups ¤ Labor burden analysis ¤ Verification of insurance costs Project start date: 2019 (pay app portion); 2022 (close out) Project completion date: August 2019 (pay app); March 2022 (close out) Substantial completion date: July 2020 Final construction cost, including change orders: $33,000,000 Qjofmmbt!Dpvouz!Tdippmt!.!Ubsqpo!Tqsjoht!Ijhi!Tdippm Qjofmmbt!Dpvouz!Tdippmt-!GM Ns/!Kpf!Nbdfeb-!Gjobodjbm!Sfqpsujoh!Bobmztu Mbshp-!GM NbdfebKAqdtc/psh 838/658/8254 Eftdsjqujpo!pg!xpsl;!Dmptf.pvu!qspdfevsft: CRI performed procedures at the closeout of the Project. Procedures were created from CRIÓs menu of procedures, refined by CRIÓs experience with the client and the contract documents. CRI performed the requested procedures, gathered findings from that work, and assisted Pinellas in reconciling the outstanding items with the Construction Manager. There was a lengthy process to correct the labor rates utilized by the Construction Manager on the Project, but this process was necessary and resulted in significant cost recovery to the Owner. CRI performed multiple services as part of this engagement including, but not limited to: ¤ Review of job cost details ¤ Sampling of labor hours, extended testing of labor due to testing results ¤ Review of labor burden charges, including state-specific taxes and unemployment ¤ Testing of internal charges ¤ Review of subcontractor default program ¤ Review of project insurances ¤ Review of subcontractor change orders and payments Project start date: January 2021 Project completion date: March 2022 Substantial completion date: March 2020 Final construction cost, including change orders: $18,000,000 Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!482 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 3: EXPERIENCE Psmboep!Ifbmui-!Jod/!.!Ofx!Ifbmuidbsf!Gbdjmjuz Psmboep!Ifbmui-!Jod/ Kbnft!Cjoefs Psmboep-!GM Kjn/cjoefs331Ahnbjm/dpn 518/:31/7179 Eftdsjqujpo!pg!xpsl;!HNQ!Sbuf!wfsjgjdbujpo!tfswjdft!gps!b!ofx!ifbmuidbsf!gbdjmjuz; CRI performed GMP rate verification services for the Owner, at the time of the establishment of the GMP. The stated purpose of the procedures was to verify certain key rates (listed below) and to establish acceptable labor and labor burden rates for change orders for several of the ProjectÓs larger subcontractors. CRI performed multiple services as part of this engagement including, but not limited to: ¤ Labor rates and labor burden analysis ¤ Verification of project insurance rates ¤ Verification of subcontractor default insurance rates ¤ Classification of general conditions and general requirements Project start date: January 2022 Project completion date: March 2022 Substantial completion date: N/A (Services at start of Project) Final construction cost, including change orders: $105,000,000 Csfwbse!Qvcmjd!Tdippmt!.!Wjfsb!Bsfb!Fmfnfoubsz!Tdippm Csfwbse!Qvcmjd!Tdippmt-!GM Tvtbo!Iboo-!Q/F/ Bttjtubou!Tvqfsjoufoefou-!Gbdjmjujft!Tfswjdft Iboo/TvtboACsfwbseTdippmt/psh 432/744/2111!y!22561 Eftdsjqujpo!pg!xpsl;!Dmptf.pvu!qspdfevsft: CRI performed close out procedures for a Construction Manager at Risk contract with Brevard Public Schools for Viera Area Elementary School. CRI was involved in identifying various adjustments to the contract value which were not in compliance with contractual requirements. CRI facilitates the resolution of all monetary items, resulting in actual return of the items noted below. Additionally, CRI performs rate verification services on Construction Managers' labor, labor burden, insurances, and internal charges prior to billing of work. CRI performed multiple services as part of this engagement including, but not limited to: ¤ Subcontractor and change order value analysis ¤ Owner direct purchases ¤ Evaluation of general requirements and general conditions ¤ Repair/rework items ¤ Excess subcontractor markups ¤ Labor burden analysis ¤ Verification of insurance costs Project start date: March 2021 Project completion date: July 2021 Substantial completion date: August 2020 Final construction cost, including change orders: $23,000,000 Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!483 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 3: EXPERIENCE DMJFOUT!TFSWFE!CZ!DSJ;!DPOTUSVDUJPO!BVEJUJOH!TFSWJDFT The table below illustrates the significant experience of CRI in performing construction contract compliance procedures for construction project owners. DSJ!ibt!qfsgpsnfe!dpotusvdujpo!bvejujoh!tfswjdft!gps!bmm!pg!uif!dmjfout!mjtufe!cfmpx!xjuijo! uif!qbtu!6!zfbst-!uipvhi!nboz!pg!uifn!ibwf!cffo!wbmvfe!dmjfout!gps!xfmm!pwfs!b!efdbef. It should be noted that in many cases, the value of the construction programs for the owners listed below was well in excess of $200,000,000. DPOTUSVDUJPO!QSPKFDU!PXOFSUPUBM!OVNCFS!PG!CFHJOOJOH!ZFBS!PG! FOHBHFNFOUTFOHBHFNFOU )DPNQMFUFE!BOE!POHPJOH* Orange County Public Schools 3311995 Brevard Public Schools, Florida1902005 Osceola County Public Schools, Florida582005 Pinellas County Schools, Florida562007 Wake County Public Schools, North Carolina512008 Lee County Public Schools, Florida402005 Pasco County Public Schools, Florida382006 Polk County Public Schools, Florida292005 Orlando Health, Inc.142018 Volusia County Schools, Florida132006 Indian River County Schools, Florida132009 Seminole County Schools, Florida112016 Collier County Schools, Florida92018 Alachua County, Florida52019 Valencia College52012 University of North Florida52007 Multi-national corporations*52016 City of Fort Lauderdale, Florida32017 Florida A&M University32014 Manatee County School District, Florida32019 Emory University22014 Canaveral Port Authority22012 Eastern Florida State College22016 Brazoria County, Texas12022 Flagler County, Florida12022 Duval County Public Schools, Florida12022 Southeast Georgia Health System12019 Angleton Independent School District, Texas12019 St. Johns County School District, Florida12018 City of Atlanta12018 Melbourne Airport Authority12017 Hertz Corporation12016 *Names withheld due to confidentiality agreements. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!484 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 3: EXPERIENCE LONG-TERM RELATIONSHIPS As evidenced by the table on the previous page, we have had many successful long-term relationships with governmental clients in the State of Florida. Three of our many significant client relationships are: ¤ Psbohf!Dpvouz!Qvcmjd!Tdippmt CRI's Orlando office has been performing construction attestation engagements for Orange County Public Schools since 1995. During that time, we have completed well over 300 projects, resulting in nearly $7,000,000 in funds returned to the District. In addition to construction cost verification services, CRI has advised the District regarding contract language and other best practices. We hold regular meetings with the District to discuss ongoing and upcoming projects, and we issue monthly status reports to ensure that all projects are handled in a timely manner and that there are no surprises as the projects are finalized. ¤ Csfwbse!Dpvouz!Tdippmt CRI's Orlando office has been performing construction attestation engagements for Brevard County Schools since 2005. During that time, we have completed approximately 160 projects, resulting in over $3,000,000 in funds returned to the District. For Brevard County Schools, CRI also performs rate verification services on Construction Managers' labor, labor burden, insurances, and internal charges for Owner authorization of rates on continuing contracts. We hold regular meetings with the District to discuss ongoing and upcoming projects, and we issue monthly status reports to ensure that all projects are handled in a timely manner and that there are no surprises as the projects are finalized. ¤ Tdippm!Ejtusjdu!pg!Ptdfpmb!Dpvouz CRI's Orlando office has been performing construction attestation engagements for the School District of Osceola County since 2005. During that time, we have completed approximately 53 projects, resulting in over $1,225,000 in funds returned to the District. We hold regular meetings with the District to discuss ongoing and upcoming projects, and we issue monthly status reports to ensure that all projects are handled in a timely manner and that there are no surprises as the projects are finalized. In addition to close out services, we perform payment application reviews. In 2022, we will begin performing GMP rate reviews as well. Over the years, CRI has been able to act as an extension of the District's team to help resolve complex issues and act as a go-between with Construction Managers. ¤ Djuz!pg!Gpsu!Mbvefsebmf We have been performing construction cost avoidance/recovery services for the City of Fort Lauderdale since 2017. We have partnered with the City Auditor and City Project Manager in performing these services for two major projects totaling $90M. We have performed contract reviews, GMP proposal analysis, over 54 real-time pay application reviews and detail cost analysis of significant change orders (increases) to the GMP totaling $12M combined for these two major projects. To date, our services have resulted in over $535,000 in funds returned/credited to the City prior to project closeout. We act as an extension of the CityÓs team providing real-time proposed resolutions during the monthly pay application submittal and approval process. Often times, this results in immediate reductions/credits to the current or subsequent pay application for the City. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!485 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 4: REFERENCES Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!486 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!487 D/22/c Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!488 D/22/c BHC BINDERHEALTHCARECONSULTANTS,LLC May13,2021 Towhomitmayconcern: ThepurposeofthisletteristorecommendCarr,Riggs&IngramLLCbasedonourƚƩŭğƓźǩğƷźƚƓ͸ƭ experiencewiththem.WehaveusedCarr,Riggs&Ingramtoprovidecostverificationandavoidance servicesforeightprojectssince2019,andweareextremelypleasedwiththequalityofworkandvalue thattheyareabletoprovide.Weplantocontinuetoworkwiththemandcanrecommendthem withoutreservationtoothersinneedofsimilarservices. Afewexamplesoftheirhighqualityserviceinclude: Identifyingactualcostsavingsthatweresignificantlyinexcessofthefeefortheirservices. Adapngandexpandingtesngintheareasofcostavoidanceidenedastheprojectsprogressed. AcngasanextensionofourteamandresolvingdicultissueswiththeConstructionManagerprior tothefinaldeliverablebeingpresentedtous. Wehaveutilized/wL͸ƭservicesforprojectswithguaranteedmaximumpricesrangingfrom$2,200,00to over$45,000,000.Wehavefounditimportantandvaluabletoengageapartnerthatbringsthe experienceandlevelofassurancethatCRIisabletooffer. IamveryhappytorecommendCRItoyou,andtrustthatyourexperiencewiththemwillbeaspositive asmine.IfIcanansweranyadditionalquestionsaboutmyexperience,pleasefeelfreetocontactme. Mytelephonenumberis 4079206068 andmyemailaddressis James.binder@orlandohealth.com. Sincerely, James Binder JamesBinder Owner BinderHealthcareConsultants,LLC Page|1 Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!489 D/22/c Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!48: D/22/c 201 W. Burleigh Blvd., Tavares, FL 32778 March 28, 2022 To whom it may concern: ŷĻ ƦǒƩƦƚƭĻ ƚŅ Ʒŷźƭ ƌĻƷƷĻƩ źƭ Ʒƚ ƩĻĭƚƒƒĻƓķ /ğƩƩͲ wźŭŭƭ ε LƓŭƩğƒ \[\[/ ĬğƭĻķ ƚƓ ƚǒƩ ƚƩŭğƓźǩğƷźƚƓ͸ƭ experience with them. We have used Carr, Riggs & Ingram to provide cost verification and avoidance services for multiple major construction projects including Fruitland Park, Lake Point Academy, and Lake Minneola, from 2020 to present and we are extremely pleased with the quality of work and value that they are able to provide. We plan to continue to work with them and can recommend them without reservation to others in need of similar services. A few examples of their high quality service include: Continued assistance with updating and enhancing contract verbiage to assist in cost recovery and avoidance. Acting as an extension of our team in assisting in the monthly pay applications review process and cost verification of the final project costs upon closeout. We have found it important and valuable to engage a partner that brings the experience and level of assurance that CRI is able to offer. I am pleased to recommend CRI to you. If you have any questions, please feel free to contact me at 352- 253-6599; my email address is MockT@lake.k12.fl.us. Sincerely, Thomas A. Mock Director of Internal Audit The School Board of Lake County, Florida Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!491 D/22/c Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!492 D/22/c TAB 4: REFERENCES REFERENCES SFMBUJPOTIJQUJNFMJOFTFSWJDF!EFTDSJQUJPOSFQSFTFOUBUJWF!QSPKFDU Horizon West Middle School Psbohf!Dpvouz!Qvcmjd!Tdippmt 1995 - Construction cost verification Linda LindseyPresent and avoidance services School Board Internal Auditor Linda.Lindsey@ocps.net 407.317.3200 x 2002897 Denn John Middle School Tdippm!Ejtusjdu!pg!Ptdfpmb!Dpvouz 2005 - Construction cost verification Charlene BarkholzPresent and avoidance services, Construction Systems Analyst including payment Facilities Division application services and Charlene.Barkholz@osceolaschools.net close out procedures 407.518.2964 New Healthcare Facility Psmboep!Ifbmui-!Jod/2018 - Construction cost verification James BinderPresent and avoidance services, jim.binder220@gmail.com including subcontractor rate 407.920.6068 view, GMP review, and milestone procedures Las Olas Corridor Improvement Djuz!pg!Gpsu!Mbvefsebmf-!GM 2017 - Construction cost verification Fort Lauderdale Aquatic Center Thomas Green, P.E., Present and avoidance services Senior Project Manager tgreen@fortlauderdale.gov 954.828.4008 Tarpon Springs High School Qjofmmbt!Dpvouz!Tdippmt-!GM 2007 - Construction cost verification Joe Maceda, Present and avoidance services Financial Reporting Analyst MacedaJ@pcsb.org 727.547.7143 Lake Pointe Academy Uif!Tdippm!Cpbse!pg!Mblf!Dpvouz-!GM 2020 - Construction cost verification Fruitland Park Thomas A. MockPresent and avoidance services Lake Minneola Director of Internal Audit MockT@lake.k12.fl.us 352.253.6599 Viera Area Elementary School Csfwbse!Qvcmjd!Tdippmt-!GM 2005 - Construction cost verification Susan Hann, Assistant SuperintendentPresent and avoidance services, hann.susan@brevardschools.org including rate verification 321.633.1000 x 11450 services and close out procedures Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!493 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 5: PRICE PROPOSAL Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!494 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 5: PRICE PROPOSAL We value creating mutually rewarding, long-term relationships with our clients. Our goal is to provide high quality, responsive service that yields returns far greater than your investment in our professional fees. Please find below our proposed staff rates as well as an all-inclusive firm fixed price for the hypothetic project described in the RFP. Professional fee hourly rates are as follows, but may be negotiated depending on the project request: DMBTTJGJDBUJPOQSJNBSZ!BSFB!PG!SFTQPOTJCJMJUZIPVSMZ!SBUF Primary point of contact, oversees Partner$280 management of the project, ultimate responsibility for the engagement in its entirety Technical Review PartnerAdvisory, works with the engagement $280 partner as needed to assist with any complex matters that arise in the course of the engagements that require specialized knowledge Quality Control Review PartnerPerforms the final review of all audit and $280 attestation files, closely coordinating with the Engagement Partner the completion and release of the report Responsible for the performance of various Manager$180 field work procedures, as directed by the Engagement Partner; assists in scheduling and overseeing successful completion of the engagement Responsible for the performance of various Senior$155 field work procedures, as directed by the Engagement Partner; assists is coordinating projects and overseeing staff work Responsible for the performance of various Staff$110 field work procedures, as directed by the Engagement Partner or senior staff Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!495 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 5: PRICE PROPOSAL FIRM FIXED PRICE Npospf!Dpvouz!Izqpuifujdbm!Cvjmejoh!Qspkfdu; Cvehfu; $15 million Dpotusvdujpo!Tubsu!Ebuf; April 2022 Dpotusvdujpo!Foe!Ebuf;!April 2023 (Substantial Completion) Mpdbujpo; Grassy Key, Florida Eftdsjqujpo; This project is being done in two phases: first, the demolition of an existing 5,400 square foot building; second, the construction of a 9,000 square foot building. The building will contain offices for the Fleet Management and Facilities Maintenance departments. In addition, there will be an adjoining 2,000 square foot building with 3 bays for fleet maintenance vehicle work and storage space for public works vehicles and equipment. CRI PRICING: TfswjdfGff Contract Negotiation/GMP Rate Services$9,800 PAR Services $39,800 (12 months of pay apps) Contract Close Out Verification Services$17,900 Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!496 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 6: FINANCIAL INFORMATION AND LITIGATION (PROVIDED UNDER SEPARATE COVER) Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!497 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 6: FINANCIAL INFORMATION AND LITIGATION Tab 6, in its entirety, was marked confidential and has been submitted in a separate document. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!498 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 7: REQUIRED COUNTY FORMS AND LICENSES Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!499 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!49: D/22/c Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!4:1 D/22/c Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!4:2 D/22/c Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!4:3 D/22/c Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!4:4 D/22/c REQUEST FOR PROPOSALS: CONSTRUCTION AUDITING SERVICES: RESPONDENTÓS INSURANCE AND INDEMNIFICATION STATEMENT INSURANCE REQUIREMENTS WorkerÓs Compensation Statutory Limits Employers Liability $500,000 Bodily Injury by Accident $500,000 Bodily Injury by Disease Policy Limits $500,000 Bodily Injury by Disease, each employee General Liability, including $500,000 Combined Single Limit Premises Operations Products and Completed Operations Blanket Contractual Liability Personal Injury Liability Business Automobile Liability Not Required (Owned, non-owned, hired vehicles) Professional Liability $500,000 per Occurrence $1,000,000 Aggregate Cyber Liability $1,000,000 Hold Harmless and Indemnification. Notwithstanding any minimum insurance requirements prescribed elsewhere in this agreement, vendor shall defend, indemnify and hold the County and the CountyÓs elected and appointed officers and employees harmless from and against (i) any claims, actions or causes of action, (ii) any litigation, administrative proceedings, appellate proceedings, or other proceedings relating to any type of injury (including death), loss, damage, fine, penalty or business interruption, and (iii) any costs or expenses that may be asserted against, initiated with respect to, or sustained by, any indemnified party by reason of, or in connection with, (A) any activity of vendor or any of its employees, agents, contractors or other invitees during the term of this Agreement, (B) the negligence or recklessness, intentional wrongful misconduct, errors or other wrongful act or omission of vendor or any of its employees, agents, sub-contractors or other invitees, or (C) vendorÓs default in respect of any of the obligations that it undertakes under the terms of this Agreement, except to the extent the claims, actions, causes of action, litigation, proceedings, costs or expenses arise from the intentional or sole negligent acts or omissions of the County or any of its employees, agents, contractors or invitees (other than vendor). The monetary limitation of liability under this contract shall be not less than $1 million per occurrence pursuant to F. S. 725.06. Insofar as the claims, actions, causes of action, litigation, proceedings, costs or expenses relate to events or circumstances that occur during the term of this Agreement, this section will survive the expiration of the term of this Agreement or any earlier termination of this Agreement. In the event that the completion of the project (to include the work of others) is delayed or suspended as a result of the vendorÓs failure to purchase or maintain the required insurance, the Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps RFP Î Construction Auditing Services Page 29 of 58 Qbdlfu!Qh/!4:5 D/22/c REQUEST FOR PROPOSALS: CONSTRUCTION AUDITING SERVICES: vendor shall indemnify the County from any and all increased expenses resulting from such delay. Should any claims be asserted against the County by virtue of any deficiency or ambiguity in the plans and specifications provided by the vendor, the vendor agrees and warrants that the vendor shall hold the County harmless and shall indemnify it from all losses occurring thereby and shall further defend any claim or action on the CountyÓs behalf. The first ten dollars ($10.00) of remuneration paid to the vendor is for the indemnification provided for the above. The extent of liability is in no way limited to, reduced, or lessened by the insurance requirements contained elsewhere in the Agreement. RESPONDENTÓS STATEMENT I understand the insurance that will be mandatory if awarded the contract and will comply in full tory if awarded the contract an with all the requirements. Carr, Riggs & Ingram, LLC Respondent Signature Signaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaattttttttttttttttttttttttttttttttttttttttttttutttttttre INSURANCE AGENT'S STATEMENT I have reviewed the above requirements with the bidder named above. The following deductibles apply to the corresponding policy. POLICY DEDUCTIBLES _____________________________ ___________________________________ Liability policies are Occurrence Claims Made Insurance Agency Signature Print Name: _________________________ Please see the attached insurance certificate made out to Monroe County, satisfying all the requirements herein. The insurance specified on this form is covered by multiple agencies, so it was not possible for our corporate representative to have this specific form completed by the agents. Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps RFP Î Construction Auditing Services Page 30 of 58 Qbdlfu!Qh/!4:6 D/22/c Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!4:7 D/22/c Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!4:8 D/22/c REQUEST FOR PROPOSALS: CONSTRUCTION AUDITING SERVICES: ACKNOWLEDGMENT OF ADDENDUM As the person authorized to sign the statement, I certify that this firm acknowledges any and all addenda that may have been issued as part of this bid. All addenda are issued via www.demandstar.com 1 3/22/2022 ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ ADDENDUM NO. ____ DATED _________ March 28, 2022March 2822222022 Date: ______ ____ Date: ___________________________________________________________________________________________ _________________________________________ ____________________________________________________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________________________________________________________________________________________ __________________________________________ ApplicantÓs Signature AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAppliciiiicicicicicicicicicicicicicicccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccantÓÓs SiSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSiSSSSSSSSSSSSiSiSiSiSiSSiSSiSiSSiSiSSiSSSiSiSiSiSSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiSiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii iiiiiiiiiiigngggggggggggggggggggggnggggnggggngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngngnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnataaaaaaaaaaaaaaaaaaaaaaaaaaaaaa ataaataatataaaatatataaatatatattttttttttttttttture Matthew Incinelli _________________________________________ ApplicantÓs Name Partner _________________________________________ ApplicantÓs Title Carr, Riggs & Ingram, LLC _________________________________________ Company Name Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps RFP Î Construction Auditing Services Page 32 of 58 Qbdlfu!Qh/!4:9 D/22/c TAB 7: REQUIRED COUNTY FORMS AND LICENSES Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!4:: DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 7: REQUIRED COUNTY FORMS AND LICENSES Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!511 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 7: REQUIRED COUNTY FORMS AND LICENSES Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!512 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/c TAB 7: REQUIRED COUNTY FORMS AND LICENSES Buubdinfou;!Npospf!Dpvouz!CpDD!.!Dpotusvdujpo!Bvejujoh!Tfswjdft!.!DSJ!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps Qbdlfu!Qh/!513 DBSS-!SJHHT!'!JOHSBN!DSJdqb/dpn D/22/d Ejhjubmmz!tjhofe!cz!Tubo!Uipnqtpo! EO;!do>Tubo!Uipnqtpo-!p>CPDD-!pv>Qspkfdu! Nbobhfnfou-!fnbjm>uipnqtpo. tuboAnpospfdpvouz.gm/hpw-!d>VT! Ebuf;!3133/14/41!27;53;5:!.15(11( Buubdinfou;!Opujdf!pg!joufou!up!bxbse`Bvejujoh!Tfswjdft!!)Dpousbdu!bqqspwbm!xjui!Dbss-!Sjhht!'!Johsbn!DQBt!boe!Bewjtpst!!gps!Dpotusvdujpo Qbdlfu!Qh/!514