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HomeMy WebLinkAboutCRA-R-25-0075 BackupCITY OF MIAMI, FLORIDA INTER -OFFICE MEMORANDUM Chairman and Board Members DATE: November 19, 2025 Omni Community Redevelopment Agency Carlos I Suarez SUBJECT Recommendation to Award a Contract for External Audit Services REFERENCE Request for Proposals Executive Director Omni CRA External Audit Services 09-29-2025 ENCLOSURES: Recommendation: Based on the review of the sole proposal received, the Audit Selection Committee of the OMNI Community Redevelopment Agency ("OMNI CRA") hereby recommends approval for the award of a contract to the sole responsive and responsible Proposer, Richie Tandoc, PA ("Tandoc"), pursuant to Request for Proposal ("RFP") External Auditing Services 10-1-2025 for the provision of external audit services. Background: On October 1, 2025, the Omni Community Redevelopment Agency ("CRA"), was issued Request for Proposal No. 09-29-2025 ("RFP") for provision of External Audit Services and pursuant to Resolution No. CRA-R-25-0068. On October 15, 2025, one (1) proposal was received in response to the RFP. Subsequently, the proposals were reviewed by Procurement for responsiveness, and both were determined to be responsive. On November 4, 2025, the Audit Selection Committee, chaired by Omni CRA Board Chairman Damain Pardo convened, and reviewed the lone proposal. Per the Committee is review and selected the firm of Richie Tandoc, PA Certified Public Accountant & Consultant as the recommended responsive and responsible bidder. This recommendation would be for an initial term of two (2) years, with three one (1) year renewal options. Fiscal Impact: The fiscal impact for the initial term would be $29,000. I hereby recommend award of a contract to Richie Tandoc PA. APPROVED: cc: Domini Gibbs-Sorey, Assistant City Attorney Yadissa A. Calderon, CPPB, FCCM, Assistant Director of Procurement Ns Omni CRA November 19, 2025 Omni Redevelopment District Community Redevelopment Agency Attn: Board of Commissioners of the Omni Community Redevelopment Agency RE: RECOMMENDATION OF THE AUDITOR SELECTION COMMITTEE FOR RFP NO. 09- 29-2025 — EXTERNAL AUDIT SERVICES As Chair of the Auditor Selection Committee ("Committee") for the above services for the Omni Redevelopment District Community Redevelopment Agency ("CRA"), I share the findings and recommendation of the Committee. The CRA issued RFP No. 09-29-2025 for External Audit Services on October 1, 2025, and the one (1) response received on October 6, 2025, prior to the October 15, 2025 deadline was deemed responsive. The Committee, appointed by the CRA Board of Commissioners ("Board"), met on November 4, 2025, and was comprised of: 1. Chairman Damian Pardo (Chair) 2. Erica T. Paschal (Member) 3. Larry M. Spring (Member) Following discussion, evaluation and deliberation of the proposal received, the Committee recommends the following: 1. Richie Tandoc, P.A. Should contract negotiations fail with the top ranked firm, the Committee recommends the CRA reissue the RFP. Upon successful contract negotiations, the recommendation from the Executive Director to the Board, seeking permission to authorize and execute a written agreement will be presented at a future meeting to be scheduled at a later date. Reg Ch e" %amian Pardo, cc: CRA Board of Commissioners Omni Community Redevelopment Agency • Damian Pardo, Chairman • Carlos Ignacio Suarez, Executive Director 1401 N. Miami Ave. Miami, FL 33136 • www.omnicra.com • 305.679.6868. 305.679.6870 icl�ie Tavidvc, 'P.-A, Certified TrnbG& Accoahtavrt & CovrsmItarvit 13453 SW 105"' Avo, iNiami, Tbrida 331361 T. (305) 720-2502 October 6, 2025 Ms. Isiaa Jones Executive Director Omni Community Redevelopment Agency 1401 N Miami Avenue, 2nd Floor Miami, Florida 33136 Dear Ms. Jones: In accordance with RFP No. RFP 09-29-25 to provide External Auditing Services to the Omni Community Redevelopment Agency of the City of Miami, enclosed is one (1) bound original and one (1) bound copy of our proposal for your evaluation. Very trul ours, Richie randoc, P.A. Richi C. Tandoc Partner Enc. as stated M© Proposal To Serve Omni Community Redevelopment Agency In Response to Request for Proposals No. RFP 09-29• 23 for: External Auditing Services Due by: 11:00 am, October 15. 2025 �lG�1le Ta idkc, Certified Pciblic Accomita►rt- &, Cotiisnl - wi Contact: Richie C. Tandoc, Audit & Assurance Partner Email: richie(i@rtandoc-cpa.com 13453 SW105111 Avenue Miami, Florida 33176 Tel. (305) 720-2502, ext. 101 OMNI COMMUNITY REDEVELOPMENT AGENCY TABLE OF CONTENTS Pages Transmittal Letter / Executive Summary 1 Proposer's Qualifications and Experience Organizational Structure and History 3 Firm Partners and Professionals 3 Relevant Audit Experience 4 References 4-5 Proposed Engagement Team 5-8 CPA Licenses 8 Continuing Professional Education Program 9 Ability and Capability to Perform Required Services Location of Offices 10 Audit Approach and Work Plan 10-13 Tentative Timetable 13 Recent, Current and Projected Workload 13-14 Quality Control Program 14 Desk Reviews 14 Understanding of the Services Required 14-15 Current Developments of GASB and FASB Pronouncements 15 Independence 15 Litigation / Disciplinary Action 16 Fees for Services Cost of Services 17 Additional Professional Services 17 Appendix A: Required Form and Documents -Ri4i e Tavidoc, :a hiugl nevi!: A:tom:rout L Cairsn}rewr TRANSMITTAL LETTER./ EXECUTIVE SUMMARY Certified FUblic Accomvtemt d, Consultant 13453 SW 1054' Avc, W iarnL 1 loi1da 331% 1 T. (3D5)12D-2.502. October 6, 2025 Evaluation Committee Omni Community Redevelopment Agency 1401 N Miami Avenue, 2nd Floor Miami, Florida 33136 RE: Proposal to Provide External Auditing Services Dear. Members of the Evaluation Committee: Richie Tandoc, P.A. is pleased to have the opportunity to submit a proposal to provide annual audit services to Omni Community Redevelopment Agency (the "Agency") for the fiscal years ending September 30, 2025 and 2026, with an option to renew for three (3) additional one-year periods. Richie Tandoc, P.A. is committed to providing value-added and quality services to the Agency, combining the responsive personal contact associated with a smaller firm and the sophisticated professional resources of a larger firrn. As leaders in servicing governmental and non-profit entities, Richie Tandoc, P.A. is fully qualified to provide audit services to the Agency. We strive to exceed the expectations of our clients, with a commitment to total quality service. Translating our experience and resources into effective and efficient value-added services to the Agency is our highest priority, which is why we believe we are best suited to be part of your professional team. The task that the Agency faces in selecting a firm to provide audit services is not an easy one. Our goal in this proposal is to present those characteristics that distinguish us as the team best suited to serve the Agency. Understanding of the Work and Ability to Perform Based on the team's knowledge and experience gained in serving governmental and non-profit entities for over three decades, more specifically the experience that we've gained having been the auditors for the Agency for many years (when our team was part of SKJ&T and PAAST), as well the experience gained having been auditors for other governmental organizations similar in size to the Agency, the team at Richie Tandoc, P.A. has a clear understanding and ability to provide the scope of services requested. as more thoroughly described throughout this proposaL Committed to Serving Governmental and Non -Profit Entities Although Richie Tandoc, P.A. has only recently begun operating as a CPA firm, the team at Richie Tandoc, P.A. has been in the business of serving governmental and non-profit entities for over 30 years (previously as part of PAAST. P.L. and SKJ&T, LLP). Richie Tandoc, P.A. strives to maintain its objectives in the rendering of services of the highest quality with local firm attentiveness to all of its governmental and non-profit clients. Richie Tandoc, P.A.'s professionals, from entry level accountants, to the managers, and to the partner, are trained to understand the issues and meet the needs of governmental and non-profit entities. Our professionals bring a comprehensive understanding of the issues that face governmental and non- profit entities as well as "bench strength" at all levels, allowing us to respond swiftly and effectively to your evolving needs. Your proposed engagement team consists of the following supervisory professionals: ■ Richie Tandoc, Client Service and Engagement Partner - has 32 years of experience auditing governmental and non-profit organizations; • Jenny Orantes, Engagement Senior Manager - has 25 years of experience auditing governmental and non-profit organizations; and • Danae Garcia, Engagement Supervisor - has 23 years of experience auditing governmental and non-profit organizations. With this team, the Agency can be assured that we are committed to performing the audit services within the timeframe required in the request for proposals. Responsiveness Richie Tandoc, P.A. takes pride in responding to the needs of its clients. This responsiveness is not only demonstrated by committing to performing our services within the timeframe required, but in responding to other requests as well. Our ability to be responsive will be enhanced by the open communications and excellent working relationship that we hope to continue to develop with the Agency. We look forward to hearing from you and to working with the Agency. As a Partner of Richie Tandoc, P.A., I am the Agency's primary contact and I am duly authorized to make representations for, and bind, the Firm. I can be reached directly at (305) 720-2502, ext. 101 or at richie@rtandoc-cpa.com. Sincerely, Richie Tandoc, P.A. I ichie C. Tandoc Audit & Assurance Partner Page [2 PROPOSER'S QUALIFICATIONS AND EXPERIENCE OMNI COMMUNITY REDEVELOPMENT AGENCY Organizational Structure and History Richie Tandoc, P.A. (the "Firm") was originally founded and incorporated on March 1, 2017, but was originally a member/owner of SKJ&T, LLP and PAAST, P.L. certified public accounting firms, for over two decades. Effective jury iv, 20 , Richie Tandoc, Y. . separated tram PAAS PI. and began rating burl time as its own certified public accounting firm. In addition, all of the governmental audit professionals from PAAAST, P.L. have joined Richie Tandoc, P.A. As such, the Finn will continue to provide professional services to its governmental and non-profit clients, induding accounting/bookkeeping, auditing, consulting, and other assurance and advisory services. The Firm's audit and assurance practice (which consists of accounting, compilations, reviews, audits, consulting and other advisory services) is composed 70% of engagements in the governmental and non-profit industries, and 30% in the commercial industry, including investments, construction, manufacturing, distribution, import/export, retail, and services fields. Richie Tandoc, P.A. is a member of the American Institute of Certified Public Accountants Private Companies Division for CPA firms. Richie Tandoc and all eligible employees are members of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants, and are in good standing with such Institutes. In addition, two of the members on the assigned engagement team are Certified Fraud Examiners, and are members of the Association of Certified Fraud Examiners. In addition, the audit team in this proposal have been the auditors for the Agency since 2003, as well as the subcontract auditors for the City of Miami since 2004, when the team was part of SKJ&T and PAAST. Firm Partners and Professionals Richie Tandoc, P.A. is considered a local CPA firm, and consists of the following owner/partner: Years of Experience Richie Tandoc, Audit & Assurance Partner 32 In addition to the Partner above, the Firm consists of 7 other audit professionals composed of the following: Number of Personnel Audit Professionals: Managers/Supervisors 3 Staff 4 Total 7 Page 13 �ichie Tavidoc, *P.A. [• n••c ,'. d. !- itrcam,,,,t S �.+ct+d!:aM OMNI COMMUNITY REDEVELOPMENT AGENCY Relevant Audit Experience To succeed in today's competitive and highly complex marketplace, a company's business acumen and professional talents must be distinguished from the masses. We take pride in our ability to provide clients with the array of experience and the depth of resources they require. Our audit professionals have substantial experience in auditing governmental and non-profit entities in accordance with auditing standards generally accepted in the United States of America, Audits of Not -for -profit Organizations, Government Auditing Standards, OMB Uniform Guidance (i.e. Federal Single Audits), Chapter, 10.650 and 10.550, Rules of the Auditor General (i.e. State Single Audits) and the preparation of financial statements in accordance with such standards, and FASB and GASB pronouncements, statements and interpretations, where applicable. In addition, Richie Tandoc, P.A. is a member of the AICPA's Not -for -Profit Section the Government Finance Officers Association and the Florida Government Finance Officers Association. The following is a select list of governmental and non-profit audits that the proposed audit team at Richie Tandoc, P.A. have worked on in the last five years (special districts and special purpose governments are highlighted in red): Governmental and Non -Profit Financial Statement and Single Audits • Alzheimer's Association SE Fl. Chapter, Inc. • Bayfror::- �t • Bacardi Family Foundation, Inc. • Boynton Be, Community Red. Agency • Broward Housing Solutions, Inc. • Catholic Charities Legal Services, Inc. ■ City of Hialeah, Florida • City of Miami, Florida ■ City of Miami Midtown CRA • City of Miami Omni CRA • City of Miami SE Overtown Park West CRA • Coconut Grove Business Improvement District • CubaNet News, Inc. • First Call For Help of Broward, Inc. ■ Florida Rising, Inc. / Florida New Majority, Inc. ■ Florida Rising Together, Inc. / Florida New Majority Education Fund, Inc. ■ Kristi House, Inc. • Foundation For Human Rights in Cuba, Inc. • Lincoln Road. Business Improvement District • Miami Homes for All, Inc. • Miami -Dade County Aviation Department • Miami -Dade County General Segment ■ Miami -Dade County Industrial Dev. Authority Miami -Dade Expressway Authority ■ Miami -Dade Transit • Miami Sports & Exhibition Authority ■ Miami Workers Center, Inc. • Ophthalmology Research Foundation, Inc. • Outreach Aid to the Americas, Inc. • School Board of Miami -Dade County • School District of Palm Beach County • Washington Avenue Business Imp. District • West Villages Improvement District • Wynwood Business Improvement District References The following is a select list of engagements similar in scope of services to those requested in the RFP, with applicable contact information, performed by the proposed engagement team members within the last five years: SEOPW CRA and Omni CRA (Component Units of the City of Miami) Description of work: Financial statement audit and agreed- uponprocedures Duration: Fiscal years 2003 2024 Contact: Miguel Valentin, Finance Officer 819 NW 2nd Ave, 3rd Floor, Miami, FL 33136 Tel: (305) 679-6810 i Email: mavalentin0Pmiamieov.com Value of the contract: S.57,000 per year (for two CRAs) Page 14 01.1e T6111610C, 1244. rkraci.irn:r S �anxd�:m• OMNI COMMUNITY REDEVELOPMENT AGENCY Coconut Grove Business Improvement District (A Component Unit of the City of Miami) Description of work: Financial statement audit Duration: Fiscal years 2013 - Present Contact: Mark Burns, Executive Director 3250 Mary St. #305, Coconut Grove, FL 33133 Tel: (305) 461-5506 / Email: mark@krovebid.com Value of the contract: $10,000 per year Lincoln Road Business Improvement District Description of work: Financial statement audit Duration: Fiscal years 2018 - Present Contact: Anabel Llopis, Executive Director 1620 Drexel Ave, Suite 100, Miami Beach, FL 33139 Tel: (305) 600-0219 / Email: anabel@lincolnrd.com Value of the contract: $12,000 per year Boynton Beach Community Redevelopment Agency (A Component unit of the City of Boynton Beach) Description of work: Financial statement audit and single audit (2011 only ) _Duration: Fiscal year 2008 - Present Contact: Vicki Hill, Finance Director 100 E. Ocean Ave, Boynton Beach, FL 33435 Tel: (561) 600-9092 / Email: HillV@bbfl.us Value of the contract: $21,000 per year Miami -Dade County Industrial Development Authority Description of work: Financial statement audit Duration: Fiscal years 2021- Present Contact: Amanda Llovet, CFO 80 SW 8th St, Suite 2801, Miami, FL 33130 Tel: (305) 579-0070 / Email: allovet@mdcida.org Value of the contract: $23,000 per year Proposed Engagement Team In order to fulfill our commitment to the District, we have structured the to be responsive to your needs, consisting of professionals with the skills proposed engagement team and experience in dealing this engagement_ Below are and effective channels of developments concerning to be provided through the content of the complied with throughout on the engagement. with the issues you face. We will not be utilizing any sub -consultants on the resumes of the proposed engagement team members. Richie Tandoc, CPA, CFE Ctient Service c' Engagement Partner Responsibilities Richie will serve as the primary contact for management to Unsure Chien communication. His responsibilities include keeping abreast of important issues that would directly affect the District; coordinating the total services continuous communication with members of the engagement team; determining reports to be issued; ascertaining that professional standards have been the engagement; and directing and controlling the efforts of all personnel Richie TaviGib&, Y.{'t, L[r t+%:(7 P.d+lir Afruui•ar+r 4 -art5+skunr Page 15 + Y-:. OMNI COMMUNITY REDEVELOPMENT AGENCY Resume Richie is a Certified Public Accountant and Certified Fraud Examiner with over 32 years of experience providing audit services to governmental and non-profit clients. Richie specializes in providing services specifically to: non-profit organizations, including charitable, religious and educational organizations and foundations, community social welfare organizations, and business leagues; and governmental organizations, including state and local governments, special districts, and special-purpose governmental organizations. He also specializes in performing Federal and State Single Audits for governmental and non-profit organizations in accordance with Government Auditing Standards, OMB Uniform Guidance and Chapter, 10.650 and 10.550, Rules of the Auditor General, respectively. Richie stays current with topics relating to accounting and auditing, and more specifically, in the government and non-profit industries, by frequently attending local, state and national training seminars and conferences provided by the American Institute of Certified Public Accountants; Florida Institute of Certified Public Accountants; Government Finance Officers Association; and Florida Government Finance Officers Association. Richie is compliant with the Yellow Book requirements for CPE. Prior to starting Richie Tandoc, P.A., Richie was a Partner with SKJ&T, LLP/PAAST P.L. for 22 years, and prior to that, he was a Senior Manager with KPMG for 8 years. During his time at KPMG, Richie completed a 2-year audit rotation in KPMG's London, England office. Richie has provided services to a wide range of governmental clients including, amongst others: Boynton Beach Community Redevelopment Agency; City of Coral Springs; City of Hialeah; City of Miami; City of Miami Community Redevelopment Agencies; City of Pompano Beach; Coconut Grove Business Improvement District; Florida Department of Environmental Protection; Lincoln Road Business Improvement District; Miami -Dade County; Miami -Dade Expressway Authority; Miami -Dade County Industrial Dev. Authority; School Board of Miami -Dade County; School District of Palm Beach County; Washington Avenue Business improvement District; West Villages improvement District; and Wynwood Business Improvement District. Education: • Bachclor of Accountin„ Florida International University • \ksrcr Accounting, Florida International University Professional and Business Affiliations: • Certified Public .Accountant, Florida • Ccrtificd Fraud Examiner, .ACFE • \ icmbcr, .Association of Certified Fraud Examiners • Member, .American Institute of CPAs ■ \tcmbcr, Government Finance Officers .Association • \tcmbcr, Florida Government Finance Officers ,Association • Alumni, Florida International University ■ \ icmbcr and Ca Chair, L' nixed \V'ay of liami Dade County Agency Audit Committee • \tcmbcr, United \\'av of \lianll Dade Count- Community Impact Committee • Board Member, Early Learning Coalition of \liami Dade Monroe • \tcmbcr, Early Learning Coalition of \liami Dade Monroe Finance Committee ■ \[ember, FICP.AAudit Committee Page 16 �IGy1ie Tavldoc, F.\. iu n�ts1 p, a '(W itn+it 6 o.ms+l+aut OMNI COMMUNITY REDEVELOPMENT AGENCY Jenny Orantes, CFE Engagement Senior Manager Responsibilities Jenny will be responsible for developing and coordinating the overall audit work plan under the direction of the client service partner. Her responsibilities also include supervising staff personnel, coordinating the day-to-day audit fieldwork with the Supervisor, and performing an in-depth review of all pertinent work papers and reports. Jenny will also be responsible for coordinating the completion of the audit and the preparation of the reports; and for bringing to the attention of the client service partner any technical and sensitive issues, and potential solutions to such. Resume Jenny is a Certified Fraud Examiner with over 25 years of experience providing audit services to governmental and non-profit clients. Prior to the joining Richie Tandoc, P.A., she spent her entire public accounting career at SKJ&T/PAAST, P.L., rising to the level of Senior Manager. She has substantial experience in auditing governmental and non-profit entities in accordance with Government Auditing Standards, auditing federal and state grants in accordance with OMB Circular A-133/Uniform Guidance and Rules of the Auditor General of the State of Florida. Jenny stays current with topics relating to accounting and auditing, and more specifically, in the government and non-profit industries, by frequently attending local, state and national training seminars and conferences provided by the American Institute of Certified Public Accountants; Florida Institute of Certified Public Accountants; Government Finance Officers Association; and Florida Government Finance Officers Association. Jenny is compliant with the Yellow Book requirements for CPE. Jenny has provided services to a wide range of government clients including, amongst others:: Boynton Beach Community Redevelopment Agency; City of Coral Springs; City of Miami Community Redevelopment Agencies: Coconut Grove Business Improvement District; Florida Department of Environmental Protection; Miami - Dade County; Miami Dade County Aviation Department; Miami Beach Housing Authority; School Board of Miami -Dade County; School District of Palm Beach County; and Wynwood Business Improvement District. Education: • Bcrchclorof Accounting, Florida International University • \lnstcrof Accolinting, Florida International University Page 17 Professional and Business Affiliations: • Certified Fraud Examiner, ACFE • \lcmbcr, .Association of Certified Fraud Examiners .-issociutc \Icnnbcr, .-\mcrican Institute of CPAs • .-Issociatc\fcmbcr, Florida Institute of CPAs • Member, Gov't Finance Officers .Association • \lcmbcr, Florida Gov't Finance Officers .Association .Alumni, Florida International University Former \ lembcr, United Way of \liami Dade County .Agency Audit Committee 1G�i1.e Tav}doc, Cu t,fied ^..JtI•t r5tra i t it 6 1:41,.9.1tan? OMNI COMMUNITY REDEVELOPMENT AGENCY Danae Garcia Engagement Supervisor Responsibilities Danae will assist in the planning of the audit; allocate audit tasks to staff and direct the day-to-day performance of the plan; will be under the supervision of the client service partner and senior manager; supervise audit staff and oversee daily progress of the engagement; communicate with the senior manager regarding the progress of the audit; review all workpapers and reports; and identify any technical issues to be discussed with the senior manager. Resume Danae has over 23 years of experience providing audit services to governmental and non-profit clients. Prior to the joining Richie Tandoc, P.A, she spent her entire public accounting career at SKJ&T/PAAST, P.L., rising to the level of Supervisor. She has substantial experience in auditing governmental and non-profit entities in accordance with Government Auditing Standards, auditing federal and state grants in accordance with OMB Circular A-133/Uniform Guidance and Rules of the Auditor General of the State of Florida. Danae stays current with topics relating to accounting and auditing, and more specifically, in the government and non-profit industries, by frequently attending local, state and national training seminars and conferences provided by the American Institute of Certified Public Accountants; Florida Institute of Certified Public Accountants; Government Finance Officers Association; and Florida Government Finance Officers Association. Danae is compliant with the Yellow Book requirements for CPE. Education and Professional Affiliations: • Bachclorof.4ccountin ,Florida International University • Currently studying for the Certified Fraud Examiners exam • Associate MIcmhcr, AICPA • Associate Member, FICPA • Alunmi, Florida International L' nip crsity Danae has provided services to a wide range of government clients including, amongst others: Boynton Beach Community Redevelopment Agency; City of Miami; City of Miami Community Redevelopment Agencies; Coconut Grove Business Improvement District; Lincoln Road Business Improvement District; Miami -Dade County; Miami -Dade County Industrial Dev. Authority; School Board of Miami -Dade County; School District of Palm Beach County; Virginia Key Beach Park Trust; Washington Avenue Business Improvement District; West Villages Improvement District; and Wynwood Business Improvement District. CPA Licenses As mentioned previously, Richie Tandoc, P.A. is licensed as a CPA Firm by the State of Florida Board of Accountancy and is and has been in good standing with the State Board. In addition, the Engagement Partner, Richelle Tandoc ("Richie"), is also certified by the State of Florida Board of Accountancy, and is in good standing with the State Board. See copies of CPA licenses at Appendix A to this proposal. Page 18 113 "Rictile Tatdoc, 'P.A. certrrscJ Pert ,ittca44-a tt C ianyilrrurt OMNI COMMUNITY REDEVELOPMENT AGENCY Continuing Professional Education Program Richie Tandoc, P.A. requires that all professional staff receive, at a minimum, 40 hours of continuing professional education (CPE) each year, which includes governmental and non-profit accounting and auditing courses. Consequently, we provide in-house seminars, as well as attend externally provided seminars and conferences in order to meet the required 40 hours of CPE. As a result, our professional staff meet the CPE requirements promulgated by the American Institute of Certified Public Accountants (which requires 80 hours in a two-year period, with at least 20 hours in accounting and auditing courses and 4 hours in ethics). In addition, as part of Richie Tandoc, P.A.'s CPE requirement, all professional staff attend a minimum of 20 hours of government accounting and auditing CPE training each year. This allows our professional staff to exceed the CPE requirements promulgated by Government Auditing Standards (which requires 24 hours of government accounting and auditing courses within a two-year period). Richie Tandoc, P.A. affirms that all professionals assigned to the audit engagement have properly maintained the CPE requirements in accordance with the rules promulgated by the American Institute of Certified Public Accountants and Government Auditing Standards. Page 19 c e Tavidnc, 7,P. CcrnficJ v4'r:c/V!acmtnrt .crr.54,41.0,1r ABILITY AND CAPABILITY TO PERFORM REQUIR SERVICES OMNI COMMUNITY REDEVELOPMENT AGENCY Location of Office The address of Richie Tandoc, P.A.'s office from which the Agency's audit will be conducted is 13453 SW 105th Ave, Miami, Florida 33176. All Richie Tandoc, P.A. professionals that will be utilized on the audit engagement are located at this office. The Firm's office is located outside of the City of Miami in Unincorporated Miami -Dade County. See copy of the Firm's Occupational License (i.e. Local Business Tax Receipt) in the Appendix to this proposal. Audit Approach and Work Plan Richie Tandoc, P.A.'s approach to the audit involves measured planning of all activities and identifying key people and significant audit issues early in the process. The Firm believes that this approach represents a common sense, understanding and basic method for conducting an efficient engagement. A significant element of this approach will be the team of professionals highly experienced in servicing entities of similar size and complexity. Richie Tandoc, P.A.'s standard practice is to have the entire audit team, including the Partners, Director, Managers, and Supervisors/Seniors, involved in all aspects of the audit process. Being a small Firm, Richie Tandoc, P.A. prides itself on the exceptional client service we provide and the amount of involvement of our Partner and Managers in our audit and consulting engagements. Our Partner and Managers are generally at the client's site, at a minimum, two to three times a week. In order to perform the audit in the most efficient and effective manner possible, the audit, and involvement of each professional, will be conducted in the following four phases: SEOPW COMMUNITY REDEVELOPMENT AGENCY �Riclnie Tavdoc, TA. P�nb!c Aitanti...4• Ganstdtpprt OMNI COMMUNITY REDEVELOPMENT AGENCY Phase I — Audit Planning The initial phase of the audit will be planning. Adequate planning ensures prompt completion of all auditing and reporting requirements and close coordination to provide our services in the most efficient basis. The initial stage will commence at the earliest available time following our selection as auditors. Richie Tandoc, P.A. will make a detailed preliminary review of the financial and accounting operations. This will allow the auditors to identify at an early stage any known accounting, auditing or reporting matters to be resolved and anticipate any potential problems from any planned, pending or probable developments. Furthermore, Richie Tandoc, P.A. will be able to assign audit priorities and arrange for assistance and coordination with accounting and audit personnel. After a preliminary review of the financial and accounting operations, Richie Tandoc, P.A. will perform a pre -field work conference with management. The purpose of the conference is to: (1) Establish meeting dates with management to discuss the planned audit approach and engagement status. (2) Schedule dates for client assistance schedules. (3) Identify potential problems and audit priorities. After the meeting with appropriate management officials, Richie Tandoc, P.A. will define the specific engagement objectives. In defining the objectives unique to each assignment, Richie Tandoc, P.A. will review the reliability and integrity of existing systems and preliminarily assess how these procedures and policies meet the engagement objectives. Richie Tandoc, P.A. will then use this accumulated information concerning systems controls to develop a specific approach. At this point, the team will discuss audit program procedures with the staff members to ensure that procedures are appropriate for matters scheduled for audit examination. Emphasis will be given to enhancing audit programs which, when executed, will provide assurance that all procedures are properly carried out and reported on as mandated. Richie Tandoc, P.A. stresses maintaining professional judgment when developing audit programs by focusing on what the professional requirements recommend. Upon completion of developing audit programs, timetables will be re -visited with management to ensure the documents, schedules and reports requested will be provided within stated time frames and assist with monitoring the audit team's progress. Phase II — Interim Fieldwork Compliance Test and Procedures One of the primary differences between auditing in the public and private sectors is the need to test for compliance with laws and regulations in public sector audits. Richie Tandoc, P.A. will plan the audit, where applicable to detect instances of noncompliance with certain provisions of laws, regulations, contract and grants, that could have a material effect on the financial statements. The approach to audit effectiveness for compliance with laws and regulations, include, but are not limited to: • Discussing compliance requirements with Finance personnel and the legal staff to identify areas of particular concern; • Documenting procedures and controls used to monitor compliance; • Identifying events that could lead to instances of potential noncompliance; Page 111 C© 6© "Richie Tavidoc, ?.\. Ceotit. 1 NI'I c Pte.: o;+a,it 6. Con;ed+ahir OMNI COMMUNITY REDEVELOPMENT AGENCY • Reviewing minutes of the appropriate board meetings; and • Performing additional specific testing as deemed appropriate. Review of Accounting_ Controls and Test of Transactions During this phase, Richie Tandoc, P.A. will focus on establishing a thorough understanding of administrative and internal accounting controls that relate directly to the accuracy and reliability of financial information. Specifically, Richie Tandoc, P.A. will evaluate how information in the general ledger is compiled, processed and used to prepare financial reports. This evaluation includes both manual and EDP controls. Features relevant to a particular system depend on: • The actual activities and control procedures in effect; • How control procedures are executed and; • How responsibility for their execution is segregated. Controls will be documented, and evidence gathered on the effectiveness of controls through inquiry, observation, inspection of documents, records and reports and re -performance of procedures, for each significant class of transaction to determine the following objectives, where applicable: Authorization Transactions are executed in accordance with management's general or specific authorization. Recording Transactions are recorded as necessary to permit preparation of financial statements in conformity with criteria applicable to such statements and to maintain accountability for assets. Access to Assets Access to assets is permitted only in accordance with management's authorization. Asset Accountability The recorded accountability of assets is compared with the existing assets at reasonable intervals and appropriate action is taken with respect to differences. Upon completion of our evaluation and test of controls, we will develop preliminary management comments and internal control recommendations, if any. Audit programs will be prepared for the final phase of our audit work that will focus on the areas of audit risk determined in part by the level of reliance placed on internal controls. Thereafter, we expect to begin detailed testing of transactions. Detail tests shall encompass the cash receipts/revenue cycle, disbursements/expenditure cycle, and payroll cycle, at a minimum, to determine compliance with internal controls, guidelines and contractual obligations previously documented. Further, we will begin certain analytical procedures (such as fluctuation analysis, budget versus actual, and ratio analysis, where applicable). Upon the completion of our interim fieldwork, we will review our preliminary findings, if any, with both management and other appropriate staff members, to avert surprises at year-end. Phase 111— Year-end Substantive Testing We will begin year-end substantive testing immediately upon the availability of Finance staff and the year-end closing. Based upon the results of interim testing, we will finalize our detailed tests of account balances. Audit programs will be updated to recognize and address concerns that arise during interim testing. Page 112 "Richie T me ac, ;0- •i1'r41 i:A'I A/ a ihs':a,;r ¢.44aud rent OMNI COMMUNITY REDEVELOPMENT AGENCY During this phase, we will complete our analytical review of operations and assess the impact of confirmation procedures. Financial statements will be reviewed to ensure compliance with generally accepted accounting principles. Also, we will initiate discussions with management and obtain responses regarding our audit findings and internal control and operational recommendations, if any, and discuss all audit adjustments with the appropriate personnel. Phase IV — Exit Conference and Reporting The audit concludes with an exit conference conducted with representatives of Finance staff and Audit Committee, if applicable. We will formalize responses to all audit findings and internal control recommendations, if any. We will discuss all significant matters noted during our examination with required action plans for corrections. We will then issue final reports, with the approval of management, including our audit reports on the financial statements, the reports on internal control over financial reporting and on compliance and other matters, and the management letter with recommendations to increase efficiency, improve internal controls and enhance operations. Overall, we feel that our audit approach is efficient, effective and beneficial to the Agency because it is designed to provide solutions that are tailored to your specific needs. More importantly, it provides feedback on the operational efficiency behind the financial statements and what might be done to improve them in the future. Tentative Timetable With management's approval, our preliminary timetable for the audit is as follows: Key Phase August October November December Audit Planning Interim Procedures Year -End Substantive Testing Exit Conference and Draft Reports Final Reports Once the timetable is agreed and finalized with management of the Agency, Richie Tandoc, P.A. will be committed to completing the audit within the dates specified. Recent, Current and Projected Workload Richie Tandoc, P.A.'s recent and current governmental projects, either as primary contractors or subcontractors, include the City of Miami, Florida (FYE 9/30), Coconut Grove Business Improvement District (FYE 9/30), Lincoln Road Business Improvement District (FYE 9/30), Boynton Beach Community Redevelopment Agency (FYE 9/30), Virginia Key Beach Park Trust (FYE 9/30) and Miami -Dade County Industrial Development Authority (FYE 9/30). Those team members that are assigned to the Agency's audit engagement, and also assigned to the governmental projects listed above, are as follows: �ic>nie Tavidac, P, , Certificd T<l4sht gc6au;tAttt d. CO1lstll+,Ml OMNI COMMUNITY REDEVELOPMENT AGENCY Engagement City of Miami, Florida Coconut Grove Business Improvement District Lincoln Road Busines Improvement District Boynton Beach Community Redevelopment Agency Virginia Key Beach Park Trust Miami -Dade County Industrial Development Authority Team Member Assigned Jenny Orantes Jenny Orantes Danae Garcia Jenny Orantes Danae Garcia Danae Garcia We do not project obtaining any additional governmental engagements in the next year. We have had the contracts listed above for several years, and have never had any issues in completing the Agency's audit within the timeframe required. If we are awarded the Agency's audit contract once again, we do not anticipate having any issues going forward with our scheduling. Quality Control Program Since Richie Tandoc, P.A. officially started operating as a CPA firm on July 16, 2025, we are not yet required to have a peer review performed. Our peer review is required after 18 months of operations. However, since the audit team at Richie Tandoc, P.A. is the same team that performed all of the government audit engagements at SKJ&T, LLP and at PAAST, P.L. we have included the most recent external peer review reports for both of those firms at Appendix A to this proposal. The scope of the reviews included government, non-profit and for -profit engagements. Desk Reviews Richie Tandoc, P.A. has not had any federal or state desk reviews of its audits. Understanding of the Services Required Richie Tandoc, P.A. has the ability and capability to perform all the services required in the RFP, based on our experience in auditing the Agency and in performing similar services, and our knowledge of and expertise in state and local government accounting and auditing. In addition, we would be available to perform any additional work upon the Agency' request and approval by the Board. We understand the scope of work includes an audit of the Agency' basic financial statements, in accordance with: • Chapter 218, Florida Statutes; • Section 216.349, Florida Statutes • Chapter 163, Florida Statutes; • Rules of the Auditor General of the State of Florida, Chapters 10.550; • Audits of State and Local Governments, issued by the AICPA; ■ Generally Accepted Auditing Standards; • Government Auditing Standards, issued by the Comptroller General of the United States; • Generally Accepted Governmental Accounting Standards; and ■ Any other applicable federal, state, local regulations or professional guidance not specifically listed above, as well as any additional requirements, which may be adopted by theses organization in the future. Page 114 i lLy1SP-Tatvlbc, C ' r,4iea 7.114 Aff%ttrra,:r a Coris..j*on t OMNI COMMUNITY REDEVELOPMENT AGENCY In addition, if a Federal and/or State Single Audit is required, such audits will also be performed in accordance with: • Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance); • United States Single Audit Act of 1984, and Amendment of 1996; • State of Florida Single Audit Act; • Executive Office of the Governor's State Projects Compliance Supplement; and • Chapter 10.550, Rules of the Auditor General. Our understanding of the reports to be issued for the Agency, include: • Report on the fair presentation of the basic financial statements; • Report on compliance with laws, rules and regulations and other matters and internal control over financial reporting based on an audit of the financial statements; • Management letter in accordance with "Rules of the Auditor General"; and • If deemed applicable, Federal and/or State Single Audit Reports. Current Developments of GASB and FASB Pronouncements In addition to the CPE courses that our professional staff attends throughout the year, there are a multitude of other venues we use in order to keep abreast of current accounting, auditing, and financial reporting issues, including: • An annual subscription to the FASB to receive Accounting Standards Updates, Implementation Guides, Exposure Drafts, Discussion Memorandums, Invitations to Comment, Proposed Technical Bulletins, and research reports, in addition to an on-line subscription to the FASB Codification. • An annual subscription to the GASB to receive Statements, Interpretations, Implementation Guides, and Technical Bulletins. • An annual subscription to the AICPA to receive Professional Standards, Technical Practice Aids, Audit and Accounting Guides, Audit Risk Alerts, and Accounting Trends and Techniques. • An annual subscription to the PPC to receive the most current audit and accounting programs for governmental entities. • Annual membership to the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants • Annual membership to the Government Finance Officers Association and the Florida Government Finance Officers Association (and attendance to annual conferences). As we become aware of any accounting, auditing, or financial reporting issues relevant to our clients, we will immediately inform our clients and assist them in answering any questions regarding adopting, implementing, and/or resolving such issues. Independence Richie Tandoc, P.A. and all of its professionals are independent of the Agency, the City of Miami, and any other related agency, as defined by generally accepted auditing standards issued by the American Institute of Certified Public Accountants and the U.S. General Accounting Offices, Government Auditing Standards. Page 115 00 "Richie Ta 1t bc, 'PA, OMNI COMMUNITY REDEVELOPMENT AGENCY Litigation / Disciplinary Actions There has been no litigation involving Richie Tandoc, P.A., its partners, its professionals or any of its other employees. In additions, there have been no disciplinary actions taken or pending against Richie Tandoc, P.A. or any of its professional staff with state regulatory bodies or professional organizations, or where a court or any administrative agency has ruled against our professional activities or performance. Page 116 r. "Richie Tatoloc, TA. Cc( nfwtci ritbl,t AceNty+ont.. LaiwIteini+ FEES FOR SERVICES OMNI COMMUNITY REDEVELOPMENT AGENCY Cost of Services Audit of the Basic Financial Statements Our proposed fees reflect and include the objectives and scope of services requested in the RFP. Richie Tandoc, P.A.'s policy is to estimate fees at amounts that are highly competitive, but will also enable us to respond to your needs and provide the quality of service that an organization the size and complexity of the Agency require. In general, our fees are based on the level of experience and training of the individuals assigned, as detailed in our proposal. Richie Tandoc, P.A.'s proposed flat fee for the audit of the basic financial statements of the Agency for the fiscal years ending September 30, 2025 and 2026 are as follows: Year Ending Sept. 30, Proposed Fee 2025 $14,500 2026 $14,500 If significant additional time is necessary to complete the audit as a result of unforeseen and uncontrollable circumstances, we will immediately discuss it with management and arrive at a new estimate prior to incurring additional costs. Single Audit Based on our previous experience with the Agency, a Federal or State Single Audit is not required. However, if a single audit is ever required, the proposed fee is $4,800 for the first major program, and an additional $2,400 for each additional major program. Additional Professional Services If the Agency request any additional services outside the scope of the audit, then such additional work shall be performed only upon a written agreement between the Agency and Richie Tandoc, P.A. Any such additional work agreed to between the Agency and Richie Tandoc, P.A. shall be performed at a blended rate of $110 per hour. Services outside the scope of the audit may include those services that would not impair our independence as your auditors, such as certain agreed -upon procedures, tax -related research and inquiries, and certain other financial consulting services. Page 117 8© 'Ricliie Taiit1 , Cc« ntx•a Pat;,r Omni CIA Submitted With Proposal 6.1 RFP Information Form This form must be completed, signed, and returned with Proposal YES X 6.2 Certificate of Authority To be completed, signed and returned with Proposal YES X 6.3 Indemnity/Insurance Requirements Acknowledgement of receipt of information on the insurance YES X requirements for this RFP. (must be signed) 6.4 Debarment and Suspension Certificate (must be signed) YES X 6.5 Copy of Proposer's Occupational License YES X 6.6 Proposer's Affirmative Action Policy YES X 6.7 Proof of current M/WBE certification by City of Miami YES N/A (if applicable) 6.8 Conflict of Interest Statement (f applicable) YES N/A 6.9 Complete Proposal (with all required documentation and fee to add alternate scope, YES X see section 2.6) 6.10 Affidavit Regarding Prohibition on Contracting With Entities YES X of Foreign Countries of Concern 6.11 E-Verify Affidavit YES X 6.12 Non -Collusive Affidavit YES X Please provide one (1) original proposal 6.1. RFP Information Form Mailing Date: October 6, 2025 Contact: Richie C. Tandoc RFP No: 09-29-25 (Ext. AuditingServices) Email: richie(rtandoc-cpa.com Responses must be received by: At the Main Office of the Omni CRA, 1401 N Miami Ave, Miami, FL 33136 21 lig rel Omni CIA TERM CONTRACT EXTERNAL AUDITING SERVICES RFP NO. CRA-09-19-25 I certify that any and all information contained in this Proposal is true; and I further certify that this Proposal is made without prior understanding, agreements, or connections with any corporation, firm or person submitting a Proposal for the same materials, supplies, equipment, or services and is in all respect fair and without collusion or fraud. I agree to abide by all terms and conditions of the RFP, and certify that I am authorized to sign for the proposer. Please print the following and sign your name: Firm's Name: Richie Tandoc, P.A. Principal Business Address: Telephone (305) 720-2502 Fax: N/A 13453 SW 105th Ave Email Address: richieRrtandoc-cpa.com Miami, FL 33176 Name: Richie Tandoc Mailing Address: Same as above Title: Owner / Partner 22 Authorized Signature: Omni C.A FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM MAY DISQUALIFY YOUR RESPONSE. 6.2 CERTIFICATE OF AUTHORITY (IF INDIVIDUAL) STATE OF t`jOnctek ) I. COUNTRY OF 14' ' ' -•IJcz ) SS: I HEREBY CERTIFY that I Richie Tandoc , an individual, d/b/a (doing business as) Richie Tandoc, P.A. (if applicable) have hereby executed the Proposal dated, October individual and/or'd/b/a (if applicable). Name: Print: Richie Tandoc 6 , 2025, to the CRA as an I HEREBY CERTIFY that on this day, before me, an officer duly authorized in the State and County aforesaid to take acknowledgements personally appeared Richie Tandoc known to me to be the person described in an who executed the this Certificate of Authority and that he/she acknowledged before me that he/she executed the same. I relied upon the following forms of identification of the above named person(s): ( ) Florida Driver's License, (x) Known Personally, or other ( ) WITNESS my hand and official seal in the County and State last aforesaid this day of OGtob Q r , 2025. #4. 4% TERESA HALLEY #* Notary Public, State Of Florida ,�+� Commission No. HH 423459 My Commission Expires: 7/19/2027 My Commission Expires: t�� (Seal) 26 NOTARY PUBLIC Sign ailed Print Jtte Omni CIA FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM MAY DISQUALIFY YOUR RESPONSE. 6.3. Indemnification and Insurance INDEMNIFICATION Proposer shall indemnify, defend and hold harmless the CRA and its officials, employees and agents (collectively referred to as "Indemnities") and each of them from and against all loss, cost, penalties, fines, damages, claims, expenses (including attorney's fees) or liabilities (collectively referred to as "Liabilities") by reason of any injury to or death of any person or damage to or destruction or loss of any property arising out of, resulting from or in connection with (i) the performance or non-performance of the services contemplated by the Contracts which is or is alleged to be directly or indirectly caused, in whole or in part, by any act, omission, default or negligence (whether active or passive) of proposer or its employees, agents, or subcontractors (collectively referred to as "proposer"), regardless of whether it is, or is alleged to be, caused in whole or part (whether joint, concurrent, or contributing) by any act, omission, default or negligence (whether active or passive) of the indemnities, or any of them or (ii) failure of the proposer to comply with any of the provisions in the Contract or the failure of the proposer to conform to statutes, ordinances or other regulations or requirements of any governmental authority, federal or state, in connection with the performance of the Contract. Proposer expressly agrees to indemnify and hold harmless the indemnities, or any of them, from and against all liabilities which may be asserted by an employee or former employees of proposer, or any of its subcontractors, as provided above, for which the proposer's liability to such employee or former employee would otherwise be limited to payments under state Workers' Compensation or similar laws. Proposer further agrees to indemnify, defend and hold harmless the indemnities from and against (i) any and all Liabilities imposed on account of the violation of any law, ordinance, order, rule, regulations, condition, or requirement, in any way related, directly or indirectly, to proposers performance under the Contract, compliance with which is left by the Contract to the proposer, and (ii) any and all claims, and/or suits for labor and materials furnished by the proposer or utilized in the performance of the Contract or otherwise. Where no specifically prohibited by law, proposer further specifically agrees to indemnify, defend and hold harmless the Indemnities from all claims and suits for any liability, including, but not limited to , injury, death or damage to any person or property whatsoever, caused by, arising from, incident to, connected with or growing out of the performance or non-performance of the Contract which is, or is alleged to be, caused in part(whether Joint, concurrent or contributing) or in whole by any act, omission, default, or negligence (whether active or passive) of the Indemnities. The foregoing indemnity shall also include liability imposed by any doctrine of strict liability. 27 ice. Omni CRA INSURANCE The proposer shall furnish to CRA, 1401 N. Miami Avenue, Miami, FL 33136, Certificate(s) of Insurance prior to contract execution which indicate that insurance coverage has been obtained which meets the requirements as outlined below. A. Workers' Compensation Insurance for all employees of the proposer as required by Florida Statutes. B. Public Liability Insurance on a comprehensive basis in an amount not less than $1.000,000.00 combined insured with respect to this coverage. C. Automobile Liability Insurance covering all owned, non -owned and hired vehicles used in connection with the work in an amount not less than statutory combined single limit per occurrence for bodily injury and property damage: D. Professional Liability Insurance with Minimum Limits of $1,000,000.00 per occurrence. The CRA is required to be named as additional to be named additional insured. BINDERS ARE UNACCEPTABLE. The insurance coverage shall include those classifications, as listed in standard liability insurance manuals, which most nearly reflect the operations of the proposer. All Insurance policies required above shall be issued by companies to do business under the laws of the State of Florida, with the following qualifications: The Company must be rated no less than "A" as to management, and no less than "Class X" as to financial strength, by the latest edition of Best's Key Rating Insurance Guide or hold a valid Florida Certificate of Authority issued by the State of Florida, Department of Insurance, and be members of the Florida Insurance Guarantee Fund. Certificates will indicate that no modification or change in insurance shall be made without thirty (30) days' written advance notice to the certificate holder. NOTE: CRA RFP NUMBER AND/OR TITLE OF RFP MUST APPEAR ON EACH CERTIFICATE. Compliance with the foregoing requirements shall not relieve the proposer of his liability and obligation under this action or under any other section of this Agreement. --If insurance certificates are scheduled to expire during the contractual period, the proposer shall be responsible for submitting new or renewed insurance certificates to the CRA a minimum of ten (10) calendar days in advance of such expiration. --In the event that expired certificates are not replaced with new or renewed certificates covering the contractual period, the CRA shall: A) Suspend the Contract until such time as the new or renewed certificates are received by the SEOPW CRA in the manner prescribed in the RFP. B) The CRA may, at its sole discretion, terminate the Contract for cause and seek re - procurement damages from the proposer in conjunction with the violation of the terms and conditions of the Contract. 28 Omni CIA The undersigned proposer acknowledges that (s) he has read the above information and agrees to comply with all the above requirements. Proposer: Richie Tandoc, P.A. Signature:71(7' (Company name) Date: 10/6/2025 Print Name: Richie Tandoc FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM MAY DISQUALIFY YOUR RESPONSE. 6.4. Debarment And Suspension CITY OF MIAMI CODE SEC. 18-56.4 (a) Authority and requirement to debar and suspend: After reasonable notice to an actual or prospective contractual party, and after reasonable opportunity to such party to be heard, the City Manager, after consultation with the Chief Procurement Officer and the City Attorney, shall have the authority to debar a contractual party for the causes listed below from consideration for award of city contracts. The debarment shall be for a period of not fewer than three (30 years. The City Manager shall also have the authority to suspend a contractor form consideration for award of city contracts if there is probable for debarment. Pending the debarment determination, the authority to debar and suspend contractors shall be exercised in accordance with regulations which shall be issued by the Chief Procurement Officer after approval by the City Manager, the City Attorney, and City Commission. (b) Causes for debarment or suspension include the following: 1. Conviction for commission of a criminal offense incident to obtaining or attempting to obtain a public or private contract or subcontract, or incident to the performance of such contract or subcontract; 2. Conviction under state or federal statutes of embezzlement, theft, forgery, bribery, falsification or destruction of records, receiving stolen property, or any other offense indicating a lack of business integrity or business honesty; 3. Conviction under state or federal antitrust statutes arising out of the submission of bids or proposal; 4. Violation of contract provisions, which is regarded by the Chief Procurement Officer to be indicative of non -responsibility. Such violation may include failure without good cause to perform in accordance with the terms and conditions of a contract or to perform within the time limits provided in a contract, provided that failure to perform caused by acts beyond the control of a party shall not be considered a basis for debarment or suspension; 29 111 Omni 4. Violation of contract provisions, which is regarded by the Chief Procurement Officer to be indicative of non -responsibility. Such violation may include failure without good cause to perform in accordance with the terms and conditions of a contract or to perform within the time limits provided in a contract, provided that failure to perform caused by acts beyond the control of a party shall not be considered a basis for debarment or suspension; 5. Debarment or suspension of the contractual party by any federal, state or other governmental entity; 6. False certification pursuant to paragraph (c) below; or 7. Any other cause judged by the City Manager to be so serious and compelling as to affect the responsibility of the contractual party performing city contracts. (c) Certificate: The undersigned hereby certifies that neither the contractual party nor any of its principal owners or personnel have been convicted of any of the violations set forth above, or debarred or suspended as outlined in paragraph (b) (5). Company name: Te Tandoc, P.A Signature: Date: `I 0)6/2025 FAILURE TO COMPLETE, SIGN, AND RETURN THIS FORM MAY DISQUALIFY YOUR RESPONSE 31 000258 Local Business Tax Receipt Miami -Dade County, State of Florida -THIS IS NOT ABILL-DONOT PAY 7407533 BUSINESS NAfd1AOCA110N RICHIE TANDOC PA 13453 SW 105TH AVE MIAMI FL 33176-6036 OWNER RICHIE TANDOC PA C/0 RKCNEI .E C TANDOC MGR Employee(s) 1 OO 200 RECEIPT N0. NEW 7704918 ( LBT 1' EXPIRES SEPTEMBER 30, 2025 Must be displayed at place of business Pursuant to County Code Chapter 8A - Art. 9 & 10 sEC. TYPE OF BUSINESS 212 P.A/CORP/PARTNERSHIP/FIRM AO72208 PAYMENT RECEIVED 6Y TAX COLLECTOR $75.00 07/23/2025 PTBTC-25-130671 This Local Business Tax Receipt only confirms payment of the local Business Tax. The Receipt is rot a license. permit, or a certification of the holders qualifications, to do business. Holder muss comply with anygoverreneatal or nongovernmental regulatory laws and requirements which apply to the business. The RECEIPT NO. above must be displayed on all commercial vehicles - Miami -Dade Code Sec Ea-276. For more information, visit www.rniamidade.aovltaricotlector Local Business Tax Receipt Miami -Dade County, State of Florida -THIS IS NOT A BILL - DO NOT PAY 7407533 BUSINESS NAYEA GCAnoN RICHIE TANDOC PA 13453 SW 105TH AVE MIAMI FL 33176-6036 OWNER PJOIIE TN D0C PA C/O ROIELIE C TANDOC MGR Employee(s) 1 BT�I RECEIPT NO. RENEWAL 7704918 EXPIRES SEPTEMBER 30, 2026 Must be displayed at place of business Pursuant to County Code Chapter 8A - Art. 9 & 10 SEC. TYPE Of BUSINESS 212 P.AJCORP/PARTNERSIIIP/FIRM A072208 PAYMENTRECENEO BYTAX COLLECTOR $75.00 07/23/2025 PTBTC-25-130671 This local Baalmu Tax Receipt only co/Arras payrasot of the Local BuaiaaTax. The Receipt Is Rot a license. pordt. or a csrtif cation of the heids/s qualifications, is ds bullets's. Helfer must can it wkh any eavernms&tal er ruapaysrarasatal re futatary laws and requirements which apply to the Iualssas. The RECEJNT NO. &Love saw be displayed oa all commercial vehicles - Miamt-Dade Cods tea sa-214. For more Information, visit mdctaxcollactor.Uov Scanned with CamScanner MIMI +� x J "Richie TAtiooc, T.A. Certified ? Iic Accoa►ltaw- & Co isultavit 13453 SW 105t Ave, Miami, Florida 331161 T. (305) 720-2.502 Affirmative Action/Equal Employment Opportunity Policy Statement It is the policy of Richie Tandoc, P.A. to provide for and promote equal employment opportunity in employment compensation and other terms and conditions of employment without discrimination based on age, race, creed, color, national origin, gender, sexual orientation, disability, marital status, genetic predisposition, or carrier status. Richie Tandoc, P.A. is committed to assuring equal employment opportunity and equal access to services, programs and activities for individuals with disabilities. It is the policy of Richie Tandoc, P.A. to provide reasonable accommodation to a qualified individual with a disability to enable such individual to perform the essential functions of the position for which he/she is applying or in which he/she is employed. Further, it is the policy of Richie Tandoc, P.A. to provide reasonable accommodation for religious observers. The policy applies to all employment practices and actions. It includes, but is not limited to, recruitment, job application process, examination and testing, hiring, training, disciplinary actions, rate of pay or other compensation, advancement, classification, transfer, reassignment and promotions. Richie Tandoc, P.A.'s designated person for issues concerning Equal Employment Opportunity is Richie Tandoc, Owner/Partner, 13453 SW 105`h Ave, Miami, Florida, 33176, (305) 720-2502, Ext. 101. fI rat Omni CRA NON -COLLUSIVE AFFIDAVIT 1, Richie Tandoc ("Affiant") being first duly sworn, deposes and says: 1. He/she is the Owner [Select and print as applicable: Owner/Partner/Officer/Representative/Agent] of: Richie Tandoc, P.A. , the Contractor that has submitted the attached Proposal. 2. He/she is fully informed respecting the preparation and contents of the attached Proposal and all of the pertinent circumstances respecting such Proposal. 3. Such Proposal is genuine and is not a collusive or sham Proposal. 4. Neither the Contractor nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this Affiant, have in any way colluded, conspired, connived, or agreed, directly or indirectly, with any other Contractor or person to submit a collusive or sham response in connection with the work for which the attached Proposal has been submitted, or to refrain from responding in connection with such work, or have in any manner, directly or indirectly, sought by agreement or collusion, communication, or conference with any Contractor or person to fix this Proposal or to secure through any collusion, conspiracy, connivance, or unlawful agreement, any advantage against the CRA, or any person interested in the proposed Work. In the presence of: LA9L. 04, Witness #1 Print Name: Signed, sealed and delivered by: fif Print NamC: Richie Tandoc Carolina. bc_lakto Title: Owner/Partner Witnelss #2 Print I'jne: ivo rl q Wag rGz-- ACKNOWLEDGMENT State of Florida County of r 45t On this 1 day of Oc- obi2 i , 20 2-5, before me the undersigned, personally appeared Richie Tandoc , whose name(s) is/are subscribed to the within instrument, and he/she/they acknowledge that he/ ' e/they executed it. Witness my hand and official seal: ler?SG 14Cl k Notary Public ( rint, S Commissioned) X Personally known to me; or TERESA HALLEY Florida e asCommission No. HH 423459 My Commission Expires: 7H9l2027 Produced identification (Type of Identification: ) Did take an oath; or 32 Did not take an oath Omni CNA E-VERIFY AFFIDAVIT In accordance with Section 448.095, Florida Statutes, the CRA requires all contractors doing business with the CRA to register with and use the E-Verify system to verify the work authorization status of all newly hired employees. The CRA will not enter into a contract unless each party to the contract registers with and uses the E-Verify system. The contracting entity must provide proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity's participation/enrollment in E-Verify, please visit: https://www.e- verify.gov/faq/how-do-i-provide-proof-of-mv-participationenrollment-in-e-veri fv By signing below, the contracting entity acknowledges that it has read Section 448.095, Florida Statutes and will comply with the E-Verify requirements imposed by it, including but not limited to obtaining E- Verify affidavits from subcontractors. ® Check here to confirm proof of enrollment in E-Verify has been attached to this Affidavit. In the presence of: Signed, sea(edand delivered by: ; Witness #1 Print Name: (Ltl•'ds11Ct.Print Name: Richie Tandoc Witness #2 Prin Name: State of Florida County of qiQ ll Title: Owner / Partner 'l JO ({z Entity Name: Richie Tandoc. P.A. ACKNOWLEDGMENT The foregoing instrument was acknowledged before me by means of IN physical presence or ❑ online notarization, this - day of WOW- , 2025 , by Richie Tandoc (name of person) as Owner/Partner (type of authority) for Richie Tandoc, P.A. (name of party on behalf of whom instrument is executed). TQr�sG 14Ctiid.LI Notary Public (Pi4 it, Stamp X Personally known to me; or 32 4 TERESA HALLEY Notary Public, State Of Florida `mmssion No. HH 423459 s"' SCroM p6eoanissl)n Expires: 7/19/2027 9/23/25, 6:46 AM My Company Profile i E-Verify An official website of the United States government Here's how you know =-Verify My Company Profile Company Information Company Name Richie Tandoc, P.A. Company ID 2878293 Doing Business As (DBA) Name Enrollment Date Sep 22, 2025 Employer Identification Number (EIN) Unique Entity Identifier (UEI) 822808228 DUNS Number Total Number of Employees 1 to 4 NAICS Code Sector 541 Subsector Professional, Scientific, and Technical Services Edit Company Information Employer Category Menu Professional, Scientific, and Technical Services https://everify.uscis.gov/account/company/profile 1 /3 9/23/25, 6:46 AM Employer Category None of these categories apply Edit Employer Category My Company Profile I E-Verify Company Addresses Hiring Sites Physical Address 13453 SW 105th Ave Miami, FL 33176 Mailing Address Same as Physical Address Edit Company Addresses Company Access My Company is configured to: Verify Its Own Employees My Company has enabled: E-Verify+ E-Verify+ enabled by: Richie C. Tandoc (Sep 22, 2025) Number of Sites 1 Edit Hiring Sites Memorandum of Understanding View Current MOU Terms of Service View E-Verify+ Terms of Service U.S. Department of Homeland Security U.S. Citizenship and Immigration Services Accessibility. Plug -ins Site Map https://everify.uscis.gov/accounticompany/profile 2/3 Omni CRA AFFIDAVIT REGARDING PROHIBITION ON CONTRACTING WITH ENTITIES OF FOREIGN COUNTRIES OF CONCERN Pursuant to Section 287.138, Florida Statutes (which is expressly incorporated herein by reference), the City may not knowingly enter into a contract with an entity which would give access to an individual's personal identifying information if (a) the entity is owned by the government of a foreign country of concern; (b) the government of a foreign country of concern has a controlling interest in the entity; or (c) the entity is organized under the laws of or has its principal place of business in a foreign country of concern. This affidavit must be completed by an officer or representative of an entity submitting a bid, proposal, or reply to, or entering into, renewing, or extending, a contract with the City which would grant the entity access to an individual's personal identifying information. 1 Richie Tandoc, P.A. ("entity") does not meet any of the criteria in paragraphs (2)(a)-(c) of Section 287.138, F.S. In the presence of: Under penalties of perjury, I declare that I have read the foregoing and the facts stated in it are true: Witness #1 Print Name: CL tUittabd j Print Name:` lkichie Tandoc Title: Owner/Partner Witness #2 Print Name: r; (Ez_- Entity Name: Richie Tandoc, P.A. OATH OR AFFIRMATION State of Florida County of r (Omt Sworn to (or affirmed) and subscribed before me by means of X physical presence or O online notarization, this 1 day of 0 0olot r , 20 25, by Richie Tandoc (name of person) as Owner/Partner (type of authority) for Richie Tandoc, P.A. (name of party on behalf of whom instrument is xecLute) _ _ _ _ _ TERESA HALLEY (t, * Notary Public, State Of Florida Commission No. HH 423459 i'' "" My Commission Expires: 7/19/2027 Notary Public (Print, Stamp, orJTe asLo`mnuT,sZSr.ir — — — — — _ _ X Personally known to me; or Produced identification (Type of Identification: ) Did take an oath; or Did not take an oath 33 II Omni CIA X Personally known to me; or Produced identification (Type of Identification: Did take an oath; or Did not take an oath 35 Ron DeSantis, Governor �nM Melanie S. Griffin, Secretary STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION d BOARD OF ACCOUNTANCY THE ACCOUNTANCY CORPORATION HEREIN IS LICENSED UNDER THE PROVISIONS OF CHAPTER 473, FLORIDA STATUTES RICH I E TANDOC, P.A. 13453 SW 105TH AVENUE MIAMI FL 33176 LICENSE NUMBER: AD72208 EXPIRATION DATE: DECEMBER 31, 2025 Always verify licenses online at MyFloridaLicense.com ISSUED: 07/17/2025 Do not alter this document in any form. This is your license. It is unlawful for anyone other than the licensee to use this document. li ZOIVIMA CROUP CPAs AND CONSULTANTS Report on the Firm's System of Quality Control December 16, 2024 To the Partners of PEREZ-ABREU, AGUERREBERE, SUEIRO, TORRES, P.L. D/B/A PAAST and the Peer Review Committee of the Florida Institute of Certified Public Accountants We have reviewed the system of quality control for the accounting and auditing practice of PEREZ-ABREU, AGUERREBERE, SUEIRO, TORRES, P.L. D/B/A PAAST (the firm) in effect for the year ended June 30, 2024. Our peer review was conducted in accordance with the Standards for Performing and Reporting on Peer Reviews established by the Peer Review Board of the American Institute of Certified Public Accountants (Standards). A summary of the nature, objectives, scope, limitations of, and the procedures performed in a System Review as described in the Standards may be found at www.aicpa.org/prsummarv. The summary also includes an explanation of how engagements identified as not performed or reported in conformity with applicable professional standards, if any, are evaluated by a peer reviewer to determine a peer review rating. Firm's Responsibility The firm is responsible for designing and complying with a system of quality control to provide the firm with reasonable assurance of performing and reporting in conformity with the requirements of applicable professional standards in all material respects. The firm is also responsible for evaluating actions to promptly remediate engagements deemed as not performed or reported on in conformity with the requirements of applicable professional standards, when appropriate, and for remediating weaknesses in its system of quality control, if any. Peer Reviewer's Responsibility Our responsibility is to express an opinion on the design of and compliance with the firm's system of quality control based on our review. Required Selections and Considerations Engagements selected for review included an engagement performed under Government Auditing Standards, including a compliance audit under the Single Audit Act and audits of employee benefit plans. As part of our peer review, we considered reviews by regulatory entities as communicated by the firm, if applicable, in determining the nature and extent of our procedures. zC) k; I A ZONINIA GROUP CPAs AND CONSULTANTS Report on the Firm's System of Quality Control November 10, 2022 To the Partners of Sanson, Kline, Jacomino & Tandoc, LLP and the Peer Review Committee of the Florida Institute of Certified Public Accountants We have reviewed the system of quality control for the accounting and auditing practice of Sanson, Kline, Jacomino & Tandoc, LLP (the firm) in effect for the year ended May 31, 2022. Our peer review was conducted in accordance with the Standards for Performing and Reporting on Peer Reviews established by the Peer Review Board of the American Institute of Certified Public Accountants (Standards). A summary of the nature, objectives, scope, limitations of, and the procedures performed in a System Review as described in the Standards may be found at www.aicpa.org/prsummary. The summary also includes an explanation of how engagements identified as not performed or reported in conformity with applicable professional standards, if any, are evaluated by a peer reviewer to determine a peer review rating. Firm's Responsibility The firm is responsible for designing a system of quality control and complying with it to provide the firm with reasonable assurance of performing and reporting in conformity with applicable professional standards in all material respects. The firm is also responsible for evaluating actions to promptly remediate engagements deemed as not performed or reported in conformity with professional standards, when appropriate, and for remediating weaknesses in its system of quality control, if any. Peer Reviewer's Responsibility Our responsibility is to express an opinion on the design of the system of quality control and the firm's compliance therewith based on our review. Required Selections and Considerations Engagements selected for review included engagements performed under Government Auditing Standards, including a compliance audit under the Single Audit Act. As part of our peer review, we considered reviews by regulatory entities as communicated by the firm, if applicable, in determining the nature and extent of our procedures. t r.., •.jr�..r.a�e .r. :i- -rr .. Sanson, Kline, Jacomino & Tandoc, LLP Page 2 Opinion In our opinion, the system of quality control for the accounting and auditing practice of Sanson, Kline, Jacomino & Tandoc, LLP in effect for the year ended May 31, 2022 has been suitably designed and complied with to provide the firm with reasonable assurance of performing and reporting in conformity with applicable professional standards in all material respects. Firms can receive a rating of pass, pass with deficiency (les) or fail. Sanson, Kline, Jacomino & Tandoc, LLP has received a peer review rating of pass. Zc M/'1el Group, GIP