FY1998 05/12/1999 Contract
J.lannp 1.. Jiolbagt
BRANCH OFFICE
3117 OVERSEAS InGHWAY
MARAlHON, FLORIDA 33OSO
lEL. (305) 289-6027
FAX (305) 289-1745
CLERK OF mE CIRCUIT COURT
MONROE COUNTY
500 WHITEHEAD STREET
KEY WEST, FLORIDA 33040
lEL. (305) 292-3550
FAX (305) 295-3660
BRANCH OFFICE
8M200VERSEASHITGHnNAY
PLANTA nON KEY, FLORIDA 33070
lEL. (305) 852-7145
FAX (305) 852-7146
MEMORANDUM
TO: John Carter, Senior Director
Office of Management and Budget
Ruth Ann Jantzen, Deputy Clerk M)-.
FROM:
DATE:
May 20, 1999
At the May 12, 1999 County Commission Meeting, the Board granted approval
and authorized execution of a Contract (Letter of Engagement) between Monroe County
and KPMG Peat Marwick, to update the Fiscal Year 2000 Full Cost Allocation Plan and
the OMB A-87 Cost Allocation Plan.
Enclosed please rmd a fully executed copy of the above Contract for return to
KPMG.
If you have any questions regarding the above, please do not hesitate to
contact this office.
Enclosure
cc: County Attorney
Fmance
County Administrator, wlo document
FIle
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111 North Orange Avenue, Suite 1600
p.o. Box 3031
Orlando. FL 32802
Telephone 407 423 3426
Fax 407 648 8557
April 20, 1999
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Mr. John Carter
Director of OMB
Monroe County
5100 College Road
Key West, Florida 33040
Dear Mr. Carter:
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This letter is to confirm our understanding of the terms of our engagement and the nature and
limitations of the services we will provide.
KPMG Peat Marwick LLP (KPMG) is pleased to submit this Engagement letter to Monroe
County (the County) to provide professional consulting services for the development and
preparation of an A-87 and a Full Cost Countywide central service cost allocation plan. The
plans will utilize FY 1998 actual costs, and will be prepared in accordance with Federal Circular
A-87, Cost Principles for State and Local Governments. The plans will be fully compliant with
the recently revised A-87 regulations governing cost allocation plans. The Full Cost plan will
include some central service costs which are not allowable under A-87 regulations.
We estimate that an elapsed calendar time of eight weeks from the date of commencement would
be required to develop and prepare the Countywide cost allocation plans, with commencement
occurring within two weeks from the notice of contract award. This time frame, of course, is
dependent upon the timeliness of requested information furnished by the County. The County
will be responsible for the collection of all statistical information used as allocation bases.
Changes in the existing cost allocation plans will be made to account for and reflect County
organizational changes made since the last plans were prepared.
Our fees for professional services are based on the time and staffing requirements of the
engagement, and include all expenses incurred by us. Our total contract costs to perform the
professional consulting services will not exceed $9,500. The engagement fee will be billed to the
County as follows: 50% upon delivery of the draft plans, and 50% upon delivery of the final
plans. This engagement will be managed by Chris Polischuck, and will be staffed by Kenneth
Carey and Heidi Powell, both experienced cost allocation consultants.
We look forward to working with you and your staff in the performance of these services. We
would be pleased to discuss this letter with you at any time.
.... KPMG LLP. KPMG LLP. a us limited liability partne~Sh..IP, is
a member of KPMG InternatJonal, a Swiss aSSOcIation
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Mr. John Carter
Momoe County
April 20, 1999
Page 2
For your convenience in confirming these arrangements, we enclose a copy of this letter. Please
sign and return it to me.
Very truly yours,
KPMG Peat Marwick LLP
IlriL
David L. Dennis
Partner
ACCEPTED:
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Authorized Signature
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ATTeST: DANNY L. KOlHAGE, QERK
BY A2-44.l~ ~
DEP ClER~ ~
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