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BOARD OF COUNTY COMMISSIONERS
COUNTY of MONROE Mayor James K.Scholl,District 3
The Florida Keys Mayor Pro Tern Michelle Lincoln,District 2
Craig Cates,District 1
David Rice,District 4
Holly Merrill Raschein,District 5
Board of County Commissioners Meeting
March 25, 2025
Agenda Item Number: M4
2023-3810
BULK ITEM: Yes DEPARTMENT: Clerk
TIME APPROXIMATE: STAFF CONTACT: Aneta Jodkowska
AGENDA ITEM WORDING:
Approval to negotiate with the top-ranked firm, Purvis, Gray and Company, LLP, as recommended by
the Audit Selection Committee. A negotiating team consisting of a designee from the County Attorneys
Office and a representative from the Clerk will negotiate a fixed fee contract with the top-ranked firm in
accordance with Section 218.391(4)(a), Florida Statutes; if for any reason the negotiations are
unsuccessful with the top-ranked firm, authorization to negotiate with the second-ranked firm and, if
needed, authorization to negotiate with the third-ranked firm until an agreement can be reached.
ITEM BACKGROUND:
The Monroe County Audit Selection Committee (Clerk& Comptroller Kevin Madok, Chair; Tax
Collector Sam Steele, Vice Chair; Mayor Jim Scholl; Supervisor of Elections Sherrie Hodies; Property
Appraiser Scott Russell; and Monroe County Sheriff s designee Administrative Chief Mike Rice) issued
a request for proposals for auditing services pursuant to Section 218.391(3)(c), Florida Statutes.
The Monroe County Audit Selection Committee requested proposals from interested audit firms for
performing the audit of the Annual Comprehensive Financial Report and annual external audits of
Monroe County Constitutional Officers, the Monroe County Land Authority, the Airport, and the
Tourist Development Council. Eight firms submitted proposals to perform external auditing services.
The Committee conducted an initial round of scoring on February 12 and invited the top three firms to
Key West on February 24, 2025, to present to the Committee why their firm should be selected. At the
February 24th meeting, the Committee finalized their scoring and ranked the qualified firms (scores
attached).
Section 218.391(3)(e), Florida Statutes, requires the Audit Selection Committee to rank the firms in
order of preference and forward the names of at least three firms to the BOCC. The three firms with the
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highest scores, deemed to be the most highly qualified to perform the auditing services, in order of
preference, were:
• Purvis Gray (Rank points (9)Point Total (470)
• Forvis Mazars (Rank points (10)Point Total(469)
• James Moore(Rank points (11) Point Total(457)
The Selection Committee did not ask proposers about desired compensation in the RFP. Under Section
218.391(4)(a), the names of the recommended firms in order of preference are forwarded to the
governing body (the BOCC), which then attempts to negotiate a contract, including compensation, with
the top ranked firm. If the BOCC is unable to reach a contract with that firm, it concludes negotiations
with the first ranked firm and undertakes negotiations with the second firm, and similarly goes to the
third firm if necessary.
Under F.S. 218.391(4)(c), the governing body may appoint one or more designees to conduct
negotiations on its behalf. When Monroe County last sought audit services in 2022, the County Clerk
and the County Attorney's designee worked together to negotiate the contract. It is recommended that
the same team composition again be designated to negotiate the contract as required by s. 218.391(4)(a),
Florida Statutes. If the BOCC so desires, it may also appoint a designee to the negotiation team. The
Audit Selection Committee also recommends that the negotiations include consideration of a contract
term of a three-year term with two-one year renewals that Monroe County previously entered into with
audit firms.
PREVIOUS RELEVANT BOCC ACTION:
At the September 21, 2022 meeting, the BOCC approved the execution of a contract with audit firm
RSM to provide auditing services to Monroe County, its Constitutional Offices, the Monroe County
Land Authority, and the Airport.
INSURANCE REQUIRED:
No
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATION:
Approval of request to authorize the County Attorney or his designee (Christine Limbert-Barrows), the
Clerk or his designee (Pam Radloff) to proceed with negotiating a fixed fee audit contract in accordance
with Section 218.391, Florida Statutes based on the recommendations made by the Audit Selection
Committee.
DOCUMENTATION:
Final Score Sheets.pdf
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FINANCIAL IMPACT:
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