Item Coversheet

CITY OF RIVIERA BEACH CITY COUNCIL
AGENDA ITEM SUMMARY

Meeting Date: 7/1/2020 
Agenda Category:REGULAR RESOLUTION

Subject: Professional Financial Auditing Services  

Recommendation/Motion: 

Staff recommends that City Council authorizes the execution of the agreement with Grau & Associates, Inc.


Originating Dept Procurement  Costs $92,000 per year over five (5) years. 
User Dept.Finance Funding Source$92,000 per year over five (5) years.
AdvertisedNo Budget Account Number
Date   
Paper   
Affected PartiesNot Required   

Background/Summary: 

Florida law recognizes the importance of financial accountability by public officials. To accomplish that objective, applicable law prescribes a series of reporting and independent verification procedures to ensure that public officials accurately and fully account for the public resources entrusted to their care.

 

Under Section 218.39, F.S., each county and county agency, as well as municipalities and special districts meeting specified criteria, must obtain an independent financial audit performed in accordance with Chapter 10.550, Rules of the Auditor General. The term "financial audit" means "an examination of financial statements in order to express an opinion on the fairness with which they are presented in conformity with generally accepted accounting principles and an examination to determine whether operations are properly conducted in accordance with legal and regulatory requirements." Under Florida law, a local government “financial audit” also includes an examination to determine compliance with specified laws; an audit of state financial assistance, if applicable, in accordance with Section 215.97, F.S. (the Florida Single Audit Act); and the additional activities necessary to establish compliance with Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) with respect to federal awards and other applicable federal law.

 

The procurement of auditing services is further delineated the statute and the following method was followed as required by FL 218.

 

(e) Rank and recommend in order of preference no fewer than three firms deemed to be the most highly qualified to perform the required services after considering the factors established pursuant to paragraph (a). If fewer than three firms respond to the request for proposal, the committee shall recommend such firms as it deems to be the most highly qualified.

 

(4) The governing body shall inquire of qualified firms as to the basis of compensation, select one of the firms recommended by the auditor selection committee, and negotiate a contract, using one of the following methods:

 

(a) If compensation is not one of the factors established pursuant to paragraph (3)(a) and not used to evaluate firms pursuant to paragraph (3)(e), the governing body shall negotiate a contract with the firm ranked first

 
Fiscal Years20202021202220232024
Capital Expenditures
Operating Costs92,00092,00092,00092,00092,000
External Revenues
Program Income (city)
In-kind Match (city) 
Net Fiscal Impact92,00092,00092,00092,00092,000
NO. Additional FTE Positions
(cumulative)

III. Review Comments

A. Finance Department Comments:
 
B. Purchasing/Intergovernmental Relations/Grants Comments:
 
C. Department Director Review:
Contract Start Date07-01-2020 
Contract End Date06-30-2024
Renewal Start Date
Renewal End Date
Number of 12 month terms this renewal
Dollar Amount92,000
Contractor Company NameGrau & Associates
Contractor ContactAntonio Grau
Contractor Address

951 Yamato Road

Boca Raton, FL 33431

Contractor Phone Number
Contractor Email
Type of ContractProfessional services
Describe
ATTACHMENTS:
File NameDescriptionUpload DateType
PRD-City_Council_Memo_Resolution_for_Financial_Auditing_Services-_Updated.pdfMemorandum - Updated6/26/2020Cover Memo
PRD-Resolution_No_57-20_Finacial_Auditing_Services_Updated.pdfResolution - Updated6/26/2020Resolution
PRD-Contract_Updated_RFP_992-20-2_Audit_Contract_-_GRAU.pdfContract - Updated6/26/2020Agreement
02_RFP_-_Issued.pdfRFP - 992-20-26/24/2020Other
Auditing_Services_Scoring_Sheet.pdfScore Sheet6/26/2020Backup Material
Grau__Associates_Audit_Proposal.pdfProposal - Grau & Associates6/24/2020Other
HCT_Audit_Proposal.pdfProposal - HCT Certified Public Accountants and Consultants6/24/2020Other
SDA_Audit_Proposal.pdfProposal - S. Davis & Associates6/24/2020Other
REVIEWERS:
DepartmentReviewerActionDate
PurchasingPemsel, AltheaApproved6/26/2020 - 2:30 PM
PurchasingPemsel, AltheaApproved6/26/2020 - 2:31 PM
Financesherman, randyApproved6/26/2020 - 2:56 PM
AttorneyWynn, DawnApproved6/26/2020 - 4:31 PM
City ClerkRobinson, ClaudeneApproved6/26/2020 - 4:32 PM
City ManagerJacobs, DeirdreApproved6/26/2020 - 9:52 PM