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HomeMy WebLinkAbout25632AGREEMENT INFORMATION AGREEMENT NUMBER 25632 NAME/TYPE OF AGREEMENT CBIZ ADVISORS, LLC DESCRIPTION ACCEPTANCE OF ASSIGNMENT AND ASSUMPTION OF CONTRACT/RFQ 1782387 - AUDIT SERVICES PRE - QUALIFICATION POOL/FILE ID: 15510/R-24-0065/MATTER ID: 25-1554 EFFECTIVE DATE June 25, 2025 ATTESTED BY TODD B. HANNON ATTESTED DATE 6/25/2025 DATE RECEIVED FROM ISSUING DEPT. 6/25/2025 NOTE DOCUSIGN AGREEMENT BY EMAIL CITY OF MIAMI DOCUMENT ROUTING FORM ORIGINATING DEPARTMENT: Department of Procurement DEPARTMENT CONTACT PERSON: Aimee Gandarilla/Charles Johnson EXTENSION# 1906/1924 NAME OF OTHER CONTRACTUAL PARTY/ENTITY: CBIZ Advisors, LLC IS THIS AGREEMENT AS A RESULT OF A COMPETTIVE PROCUREMENT PROCESS? TOTAL CONTRACT AMOUNT: TYPE OF AGREEMENT: ❑ MANAGEMENT AGREEMENT ❑ PROFESSIONAL SERVICES AGREEMENT ❑ GRANT AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ LICENSE AGREEMENT FUNDING INVOLVED? YES ❑X NO ❑ YES ❑ NO ❑ ❑ PUBLIC WORKS AGREEMENT ❑ MAINTENANCE AGREEMENT ❑ INTER -LOCAL AGREEMENT ❑ LEASE AGREEMENT ❑ PURCHASE OR SALE AGREEMENT OTHER: (PLEASE SPECIFY)Acceptance of Assignment and Assumption of Contract PURPOSE OF ITEM (BRIEF SUMMARY) To sign the acceptance of assignment of the professional services agreement between the City of Miami and Marcum, LLP to CBIZ Advisors, LLC COMMISSION APPROVAL DATE: 02/22/24 FILE ID: IF THIS DOES NOT REQUIRE COMMISSION APPROVAL, PLEASE EXPLAIN: ENACTMENT NO.: 24-0065 ROUTING INFORMATION DATE SIGNATURE APPROVAL BY PROCUREMENT DIRECTOR (OR DESIGNEE) June 23, 2025 I Annie Perez 20:43:13 EDT-..:e. SIGNATURE: r—DocuSigned by: ,��41., \--84349Eli gAE46$... APPROVAL BY RISK MANAGEMENT OFFICE June 24, 2025 I 07 z 59 2 1 EDT SIGNATURE: Signed by: Va ^) APPROVAL BY CITY ATTORNEY June 24, 2025 I 17:15:00 SIGNATURE: 6 A0*-11-P€ e*Eflu4i 76 _. awl, ✓ Miso4 IN APPROVAL BY BUDGET OFFICE N/A SIGNATURE: N/A APPROVAL BY ASSISTANT CITY MANAGER (PROCUREMENT) June 24, 2025 I 18:49:56 EDT SIGNATURE: ,vn,,VMr S 602.7 5A04 APPROVAL BY ASSISTANT CITY MANAGER (CLIENT DEPARTMENT) N/A SIGNATURE: N/A APPROVAL BY DEPUTY CITY MANAGER June 25, 2025 I 10:24: 52 EDT SIGNATURE: N 04.4.ak-Wzit4.a 24A7P0W5f,FAA 1p APPROVED BY CITY MANAGER June 25, 2025 I 11:07:04 EDT SIGNATURE: &law Novt0CF6C3]2DDA2A_ SUBMITTED TO AND ATTESTED BY CITY CLERK June 25, 2025 I 16:45:55 EDT SIGNATURE: ° Pl's-i------- ssocFlass PLEASE ATTACH THIS ROUTING FORM TO ALL DOCUMENTS THAT REQUIRE EXECUTION BY THE CITY MANAGER PR PROFESSIONAL SERVICES AGREEMENT OVERVIEW PSA TITLE: RFQ 1782387 - Audit Services Pre -Qualification Pool — Acceptance of Assignment from Marcum LLP to its successor, CBIZ Advisors, LLC 1. AWARD DELEGATED AUTHORITY: ❑ Chief Procurement Officer — Authority level of $ ❑ City Manager — Authority level of $ x City Commission — RESOLUTION No. 24-0065 2. PROCUREMENT METHOD: ❑ RFP/RFQ ❑ IFB ❑ SOLE SOURCE ❑ PIGGY -BACK ❑ PROFESSIONAL SERVICES UNDER $25,000 ❑ OTHER (Please explain): 3. WHAT IS THE SCOPE OF SERVICES? The provision of audit services for quasi -governmental entities as directed by the Office of the City Manager 4. IF CITYWIDE, WHAT ARE THE MOST FREQUENT USER DEPARTMENTS? Office of the City Manager 5. IS THE AWARDEE INCUMBENT? N/A — Newly established Pool 6. IS THE PRICING HIGHER, LOWER OR THE SAME AS THE CURRENT CONTRACT? N/A — Pricing will be determined on a project -by -project basis 7. WHEN DOES THE CURRENT CONTRACT EXPIRE? N/A 8. WHAT WAS THE PREVIOUS SPEND ON THE CURRENT CONTRACT? N/A 9. WHAT IS THE METHOD OF AWARD (Group, Item by Item etc.)? RFQ — Pool contract — Individual assignments will be made on a rotating basis, beginning with the highest -ranked proposer. PROFESSIONAL SERVICES AGREEMENT OVERVIEW PSA TITLE: RFQ 1782387 - Audit Services Pre -Qualification Pool — Addendum to Marcum Engagement Letter — BPMT Compliance Audit 1. AWARD DELEGATED AUTHORITY: ❑ Chief Procurement Officer — Authority level of $ ❑ City Manager — Authority level of $ x City Commission — RESOLUTION No. 24-0065 2. PROCUREMENT METHOD: X RFP/RFQ ❑ IFB ❑ SOLE SOURCE ❑ PIGGY -BACK ❑ PROFESSIONAL SERVICES UNDER $25,000 ❑ OTHER (Please explain): 3. WHAT IS THE SCOPE OF SERVICES? Work Assignment for the provision of a forensic audit of the Bayfront Park Management Trust pursuant to RFQ 1782387 — Audit Services Pre -Qualified Pool 4. IF CITYWIDE, WHAT ARE THE MOST FREQUENT USER DEPARTMENTS? Office of the City Manager 5. IS THE AWARDEE INCUMBENT? N/A — single work assignment under Pre -Qualified Pool contract 6. IS THE PRICING HIGHER, LOWER OR THE SAME AS THE CURRENT CONTRACT? N/A — individual one-time work assignment 7. WHEN DOES THE CURRENT CONTRACT EXPIRE? N/A 8. WHAT WAS THE PREVIOUS SPEND ON THE CURRENT CONTRACT? N/A 9. WHAT IS THE METHOD OF AWARD (Group, Item by Item etc.)? RFQ — Pool contract — Individual work assignments made on a rotating basis, beginning with the highest -ranked proposer. ACCEPTANCE OF ASSIGNMENT AND ASSUMPTION OF CONTRACT This Acceptance of Assignment and Assumption of Contract ("Acceptance of Assignment") is entered into this 25thday of June , 2025, between the City of Miami, a municipal corporation of the State of Florida ("City") and CBIZ Advisors, LLC. ("CBIZ"), a Foreign Limited Liability Company authorized to conduct business in Florida ("Consultant / Assignee"), with its principal place of business at 5959 Rockside Woods Blvd. N., Suite 600, Cleveland, OH 44131. RECITALS WHEREAS, pursuant to Resolution No. 24-0065, adopted on February 22, 2024, the City approved an Agreement with Marcum LLP, a Florida limited liability partnership whose principal address is One SE 3rd Avenue, Suite 1100, Miami, FL 33131 ("Assignor"), pursuant to Request for Qualifications ("RFQ") 1782387 Audit Services Pre -Qualification Pool ("Contract"); and WHEREAS, the Assignee, has acquired and assumed the Assignor's business interests, rights and responsibilities under the Contract and/or otherwise accepted the assignment of the Contract from the Assignor; and WHEREAS, pursuant to Contract Article 17, Assignment, the Agreement "shall not be assigned by Consultant, in whole or in part, without the prior written consent of the City"; and WHEREAS, the City will consent to such assignment and assumption upon the terms and conditions herein: NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY OF MIAMI, FLORIDA: TERMS: 1. RECITALS: The recitals herein are true and correct and are hereby incorporated into and made a part of this Acceptance of Assignment. 2. CITY'S CONSENT: The City hereby acknowledges and consents to this Assignment of the Agreement between the City and Assignor for the incorporation of Assignee the Contract for the provision Audit Services in accordance with RFQ 1782387, contingent upon: (1) Assignor hereby grants, bargains, sells, conveys, transfers, assigns, and sets over its entire rights, and delegates its entire obligations under the Contract to Assignee. (2) Assignee hereby accepts the assignment and/or assumption of the Contract from Assignor and acknowledges and represents to the City that it will abide by and assume each and every term, obligation and condition of the Contract, including, but not limited to, each and every responsibility, duty and obligation of Assignor set forth in the Contract, on the date of this assignment and assumption of the Contract. (3) Execution of this Acceptance of Assignment. By execution of this Acceptance of Assignment, the Assignee accepts all terms set forth and affirms the authority as an authorized signatory who can and is binding the Assignee to these terms. (4) Execution of this Acceptance of Assignment. By execution of this Acceptance of Assignment the Assignee agrees to the Terms and Conditions and provisions contained in the solicitation and contained herein. 3. NOTICES: All notices or other communications required under this Contract shall be in writing and shall be given by hand -delivery or by registered or certified U.S. Mail, return receipt requested, addressed to the other party at the address indicated herein or to such other address as a party may designate by notice given as herein provided. Notice shall be deemed given on the day on which personally delivered; or, if by mail, on the fifth day after being posted or the date of actual receipt, whichever is earlier. To ASSIGNEE: To the City Moises D. Ariza CBIZ Advisors, LLC One Southeast Third Avenue Suite 1100 Miami, FL 33131 Arthur Noriega V City Manager City of Miami 3500 Pan American Drive Miami, FL 33133 With copies to: George K. Wysong, III, City Attorney City of Miami 444 SW 2nd Avenue, Suite 945 Miami, Florida 33130 Annie Perez, CPPO, Director of Procurement 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 Erica Paschal Director of Finance 444 SW 2nd Avenue, 9th Floor Miami, FL 33130 4. COUNTERPARTS: ELECTRONIC SIGNATURES: This Agreement and any amendments hereto may be executed in counterparts and all such counterparts taken together shall be deemed to constitute one and the same instrument, each of which shall be an original as against either party whose signature appears thereon, but all of which taken together shall constitute but one and the same instrument. An executed facsimile or electronic scanned copy of this Agreement shall have the same force and effect as an original. The parties shall be entitled to sign and transmit an electronic signature on this Agreement (whether by facsimile, PDF or other email transmission), which signature shall be binding on the party whose name is contained therein. Any party providing an electronic signature agrees to promptly execute and deliver to the other parties an original signed Agreement upon request. IN WITNESS WHEREOF, the Parties have executed this Agreement, or have caused the same to be executed, as of the date and year first above written. ATTEST: Title: Notary s+ 1WA BRANDEN LOPEZ MY COMMISSION # HH 527815 EXPIRES: June 4, 2028 K,�nr+we ATTEST: ,- Signed by: �DocuSign tlby: By: Todd B. Hannon City Clerk "Assignee/Consultant" CBIZ Advisors, LLC, a foreign limited liability company, authorized To conduct business in Florida t Name: Title: Maria "CITY" CITY OF MIAMI, a Florida municipal corporation By: CDocuSignetl by: IS Wily.. 856CF6C3])DD0A Arthur Noriega V City Manager APPROVED AS TO LEGAL FORM AND APPROVED AS TO INSURANCE CORRECTNESS: REQUIREMENTS: DocuSignetl by: By: fiE8081�/saki III ,.--Initial 1k„) Geroge K. Wysong, III Matter ID: 25-1554 City Attorney By: Signed by: Volvtilt ` LAIIA12fiGAC .847fi David Ruiz Interim Director, Risk Management CERTIFIED RESOLUTION CBIZ Advisors, LLC I, Moises D. Ariza, a MANAGING DIRECTOR of CBIZ Advisors, LLC ("CBIZ"), a Foreign Limited Liability Company organized under the laws of the State of Delaware, with its primary place of business at 5959 ROCKSIDE WOODS BLVD. N., SUITE 600 CLEVELAND, OH 44131, hereby certify that the following is a true and complete. As used in this resolution, the term "MANAGING DIRECTOR" refers to an authorized signatory who can represent and bind CBIZ. I further certify that it has not been amended, modified, or repealed. Moises D. Ariza Title: Managing Director Signature: IN WITNESS WHEREOF, this 23rd day of June, 2024. State of FLORDA County of1yttni-re_. Sworn to (ar affirmed) and subscribed bcform presence or © online notarization, this 20 by t'\i e b . Ptr'�z to me or D produced a the attached instrument described as: e by rneans of 4hysical day ofuke_. , who is personzliy mown as identification, regarding and to whose signature this notarization applies. BRANDEN LOPEZ MY COMMISSION # HH 527815 EXPIRES: June 4, 2028 rnotary public Odd namez EXHIBIT E ANTI -HUMAN TRAFFICKING AFFIDAVIT 1. The undersigned affirms, certifies, attests, and stipulates as follows: a. The entity is a non -governmental entity authorized to transact business in the State of Florida and in good standing with the Florida Department of State, Division of Corporations. b. The nongovernmental entity is either executing, renewing, or extending a contract (including, but not limited to, any amendments, as applicable) with the City of Miami ("City") or one of its agencies, authorities, boards, trusts, or other City entity which constitutes a governmental entity as defined in Section 287.138(1), Florida Statutes (2024). c. The nongovernmental entity is not in violation of Section 787.06, Florida Statutes (2024), titled "Human Trafficking." d. The nongovernmental entity does not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes (2024), attached and incorporated herein as Exhibit Affidavit-1. 2. Under penalties of perjury, I declare the following: a. I have read and understand the foregoing Anti -Human Trafficking Affidavit and that the facts, statements and representations provided in Section 1 are true and correct. b. I am an officer or a representative of the nongovernmental entity authorized to execute this Anti - Human Trafficking Affidavit. Nongovernmental Entity: CBIZ Advisors, LLC Name: Moises D. Ariza Officer Title: Managing Director Signature of Officer:, Office Address: Email Address: Moises.Ariza@cbiz.com Main Phone Number: 305-995-9600 FEIN No. 2/0. 8/ 1/4/2/9/5/0 STATE OF FLORIDA COUNTY OF MIAMI-DADE The foregoing instrument was sworn to and subscribed before me by means of physical presence or O online notarization, this 20 day of dune 2025 by Moises D. Riza , as the authorized offic r or representative for the nongovermnental entity.. €fie she s personalty known to tr3or has produced as identification. (NOTARY PUBLIC SEAL) My Commission Expires: Signature of Pers Branden Lopez I Taki Oath (Printed, Typed, or Stamped Name of Notary Public) BRANDEN LOPEZ MY COMMISSION # NH 527815 EXPIRES: June 4, 2028 Client#: 2372 CBIZINC ACORD„, CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)12/03/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). PRODUCER CBIZ Insurance Services, Inc. 700 West 47th Street, Suite 1100 Kansas City, MO 64112 816 945-5500 CONTACT NAME: Laura Weeks PHONE FAX (A/C, No, Ext): 816 945-5589 (A/C, No): E-MAIL IWeeks@CBIZ.com ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A National Fire Insurance Co. of Hartford 20478 INSURED CBIZ, Inc. and Subsidiaries 5959 Rockside Woods Blvd North, Ste 600 Cleveland, OH 44131 INSURER B : The Continental Insurance Company 35289 Arch Insurance Company INSURER C : P Y 11150 INSURER D: American Casualty Company of Reading PA 20427 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR TYPE OF INSURANCE INSR WVD POLICY NUMBER POLICY EFF (MOLIC YYYY) POLICY EXP (MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY 7034653540 09/30/2024 09/30/2025 EACH OCCURRENCE $1,000,000 CLAIMS -MADE X OCCUR PREMISES (EO a RENTED $100,000 MED EXP (Any one person) $15,000 PERSONAL & ADV INJURY $1,000,000 GEN'L AGGREGATE X LIMIT APPLIES PRO - JECT X PER: LOC GENERAL AGGREGATE $2,000,000 PRODUCTS - COMP/OPAGG $2,000,000 $ A AUTOMOBILE X X LIABILITY ANY AUTO OWNED AUTOS ONLY AUTOSIREDONLY X SCHEDULED AUTOS NON -OWNED AUTOS ONLY 6081633833 09/30/2024 09/30/2025 ( acccidennt) INGLE LIMIT $1 ,000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ $ B C x X UMBRELLA LIAB EXCESS LIAB X X OCCUR CLAIMS -MADE 7034502049 UXP300013902 09/30/2024 09/30/2024 09/30/2025 09/30/2025 EACH OCCURRENCE $25,000,000 AGGREGATE $25,000,000 DED X RETENTION $10,000 $ D D WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below Y / N N N / A WC672461232 WC672461246CA 09/30/2024 09/30/2024 09/30/2025 09/30/2025 X STATUTE EORH E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE - EA EMPLOYEE $1,000,000 E.L. DISEASE - POLICY LIMIT $1 ,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION City of Miami c/o Procurement Department 444 SW 2nd Avenue, 6th Floor, Miami, FL 33130 RFQ #1782387 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ¶Y14VL A. trtj ACORD 25 (2016/03) 1 of 1 #54326049/M4324171 © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD ORLM ___..---, ® ACC) `� o CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 12/10/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Aon Risk Services Central, Inc. Chi cago IL off ce 200 East Randol ph chi cago IL 60601 USA CONTACT NAME:PHONE FAX (A/C.No. Ext): (312) 381-1000 (A/C. No.): E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURED CBIZ CPAs P.C. 5 Bryant Park 1065 Avenue of the Americas New York NY 10018 USA INSURER A: Aspen Specialty Insurance Company 10717 INSURERB: INSURERC: INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 570109701021 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) CLAIMS -MADE ❑ OCCUR MED EXP (Any one person) PERSONAL & ADV INJURY GEN'L AGGREGATE LIMIT APPLIES PER: POLICY ❑PRO ❑ LOC JECT OTHER: GENERAL AGGREGATE PRODUCTS - COMP/OP AGG AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED COMBINED SINGLE LIMIT (Ea accident) BODILY INJURY ( Per person) BODILY INJURY (Per accident) PROPERTY DAMAGE (Per accident) UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE EACH OCCURRENCE AGGREGATE DED RETENTION WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR / PARTNER / EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below y / N N / A PER STATUTE OTH- ER E.L. EACH ACCIDENT E.L. DISEASE -EA EMPLOYEE E.L. DISEASE -POLICY LIMIT A Accountants Liability LR003YH24 11/01/2024 11/01/2025 Limit $5,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CERTIFICATE HOLDER City of Miami c/o Procurement Department 444 SW 2nd Avenue, 6th Floor RFQ # 1782387 Miami, FL 33130 USA CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE M.dtfweeed Holder Identifier : 570109701021 Certificate No ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD �1CBIZ June 20, 2025 City of Miami — Procurement Dept. c/o Mr. Charles Johnson, III, MBA, NIGP-CPP Senior Procurement Contracting Manager 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 CBIZ Advisors, LLC One Southeast Third Avenue Suite 1100 Miami, FL 33131 P: 305.995.9600 Re: Addendum to Bayfront Park Management Trust Forensic Consulting Procedures Engagement Letter dated August 22, 2025 of CBIZ dated November 25, 2024 This letter serves as an addendum (all previous terms of the referenced agreement/engagement letter are still in effect) of our understanding of the advisory services (the "Services") we, CBIZ Advisors, LLC, formerly Marcum LLP ("CBIZ", "we," "us" or "our"), are to perform for the City of Miami, Florida (the "City", "you" or "your"). Objective of Addendum The purpose of this addendum is to modify the services provided to the City, at the request of the City. Services Our services are performed in accordance with the American Institute of Certified Public Accountants' Statement on Standards for Consulting Services No. 1. At the request of the City, the following describes the three (3) project phases. Phase 1 - General Ledger and Initial Cash Procedures 1. Review and analyze reported deficiencies in FY2022, FY2023 and FY 2024 audit reports. a. Journal entry sign -off b. Obtain General Ledger and adjusting journal entries for FY2022 - FY2024 c. Select sample of ledger entries for review of supporting documentation and authorization d. Bank reconciliation sign -off e. Obtain General Ledger and adjusting journal entries for FY2022 - FY2024 f. Select sample of ledger entries for review of supporting documentation and authorization 2. Investigate internal accounting segregation as it relates to management and operations of Maruice Ferre Park CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs PC an independent CPA firm that provides audit review and other attest services. CBIZ.COM City of Miami June 20, 2025 Page 2 3. Confirm rates of return on cash in bank a. Inventory bank accounts per financial statements - FY2022 - FY2024 b. Confirm rates of return with banks 4. Review a sample (Period of Review - FY2022 - FY2024) of petty cash transfers in general and specifically related to VIP parking and MPA agreement. a. Verify written petty cash policy. b. Identify all petty cash funds, their custodians, and locations. c. Review who is authorized to access and disburse petty cash. d. Ensure there is segregation of duties in the management and reconciliation of petty cash. e. Segregate and quantify VIP Parking and MPA petty cash reimbursements f. Review a representative sample of petty cash transactions for the audit period. g. Verify that the petty cash balance at the end of the audit period reconciles with the records. h. Ensure there is a proper request and approval process for replenishment. i. Verify that replenishment occurs when the balance is low, in line with policies. j. Check that replenishments are recorded accurately and on time. k. Analyze trends in petty cash usage over the audit period: 1. Look for patterns of excessive use or unusual frequency. in. Assess the consistency of petty cash disbursements (e.g., by department, project, etc.). Phase 1 Fees: Hourly rates are based on the Marcum LLP proposal associated with Professional Service Agreement ("PSA") for RFQ 1782387 dated July 22, 2024. Fees are your sole responsibility. Our fee for this Engagement will be $169,375 which is based on our estimated project hours and applicable hourly rates. Fee shall in not exceed $169,375 without prior written approval in accordance with the PSA. Phase 2 - Scope of Payments and Contractor Relationships 1. Review related transfers ($45K) involving the Director Miguel Ferro and the Tower Theater - relating to salary, reimbursements, and companies related to Ferro and the Chairman's family. 2. Investigate out of mission transfers to other City Departments or Commissions Offices as well as outside for project and not -for -profit organizations. 3. Investigate out of mission activity - veterinary vehicles and supplies as well as adherence to proper procurement. 4. Event -related contracts and payments to talent and production. 5. Review of contracts and agreements (America Teve, El Toro Loco, and Seafair) for conflicts of interest. Phase 2 Fees: To be determined upon results of Phase 1. Subject to approval of the City. 2 City of Miami June 20, 2025 Page 3 Phase 3—Investijiation of Permits, Committed Projects, Related Parties and Conflicts of Interest 1. Permitting and procurement procedures followed and adhered to during FY2021-FY2024 a. Select a representative sample of construction projects i. For each selected project, request the following documents: 1. Construction permits issued for the project. 2. Permit applications and supporting documentation. 3. Inspection reports, approval letters, or compliance certificates. ii. Verify the following: 1. Whether permits were obtained before construction commenced. 2. The correct type of permits were obtained (e.g., building permits, environmental permits, zoning clearances). 3. Permits are valid, signed, and properly filed. 4. Check if any required fees for permits have been paid. 5. Verify receipts or records for permit payments. 6. Ensure the payment was made in a timely manner. 7. Test a subset of the sample projects to ensure that all aspects of permit compliance are being met. iii. Test for: 1. Proper filing and maintenance of permits. 2. Review $22M of committed projects for 2024-2025 budget year for proper procurement procedures and conflicts of interest. a. Obtain a list of procurement contracts and related documentation b. Identify key personnel involved in procurement decisions (procurement officers, depait,inent heads, evaluation committee members). c. Confirm conflict of interest policy for procurement personnel. d. Obtain a list of procurement activities during the audit period, including: i. Contracts awarded (both competitive and non-competitive). ii. Requests for proposals (RFPs), invitations to bid (ITBs) e. For procurement personnel, review their disclosures for the audit period. Ensure the following: i. All relevant financial interests, gifts, and relationships with vendors were disclosed. ii. Procurement officers, evaluation committee members, and other relevant personnel have completed conflict of interest disclosure forms. iii. Ensure disclosures are updated regularly as required by policy. f. Review the procurement decision -making process for a sample of contracts: i. Check whether the procurement evaluation process was competitive, transparent, and free from influence by any conflicts of interest. ii. Analyze bid evaluation reports, comparing the rationale for the award to the criteria set out in the RFP/ITB. iii. Investigate any instances where vendors with known ties to government employees received preferential treatment. 3 City of Miami June 20, 2025 Page 4 g- Review vendor relationships with the agency: i. Identify any patterns or recurring vendors that may indicate potential conflicts (e.g., vendors with close personal or business ties to procurement staff or officials). ii. Investigate if any vendors were awarded contracts despite having prior relationships with key decision -makers. h. Review any prior audit reports, complaints, or whistleblower allegations regarding procurement conflicts of interest. i. Look for documented instances where conflicts were flagged but may not have been adequately addressed. j. Perform targeted testing on procurement contracts awarded to individuals or companies that may have undisclosed financial or familial relationships with procurement staff or decision -makers. k. Look for instances where staff members did not disclose relationships that might affect the integrity of procurement decisions. 3. Investigate payments to related companies owned by relatives of Staff, Chairman, or Board members 4. Investigate potential conflicts of interest with banks a. From previously prepared inventory of bank accounts (Phase 1) and information regarding parties at interest (Phase 2), review active bank accounts for identification of potential conflicts of interest. 5. Investigate significant deficiencies of financial statements, bank reconciliations, proper review of journal entries, purchase orders, vendor contracts, and agreements Phase 3 Fees: To be determined upon results of Phase 1. Subject to approval of the City. Terms and Conditions CBIZ's Engagement is solely with you. No third party shall have any right against CBIZ by reason of this Engagement, the Services or deliverables. To the extent requested or directed by you, we may communicate or interact with third parties regarding the Services performed, however we assume no duty, responsibility or liability to such third parties and expressly disclaim any responsibility, duties or liability to all third parties. In the event the City requests CBIZ to provide litigation support services including, without limitation, expert testimony, depositions, document review, consulting in anticipation of trial, or other similar services, the City and CBIZ shall enter into a separate written agreement, executed by both parties, which shall (a) describe the scope of the requested services; (b) specify all rates, fees, expenses and payment terms; and (c) set forth any other terms and conditions governing those services. No litigation support services shall commence until such agreement is fully executed. Notwithstanding anything to the contrary in this Addendum or any other referenced agreement/engagement letter, the City shall have no obligation to pay for any costs, fees or expenses that CBIZ incurs in responding to subpoenas, civil actions, administrative complaints or similar third -party processes directed to CBIZ itself (including, but not limited to, attorney's fees, 4 City of Miami June 20, 2025 Page 5 expert fees, document production or duplication costs, travel, or time spent in depositions or hearings). CBIZ shall bear sole responsibility for all such costs unless the parties expressly agree otherwise in the separate written agreement referenced above. We appreciate the opportunity to be of continued service to your City and believe this letter accurately summarizes the additional terms of our engagement. If you have any questions, please let us know. Very truly yours, Moises D. Ariza, CPA Managing Director, CBIZ 5 City of Miami June 20, 2025 Page 6 ACCEPTED This letter correctly sets forth the agreement of the City of Miami, Florida. Authorized Signature: Title: Date Signed: 6 City of Miami June 20, 2025 Engagement Team Member Phase 1 - General Ledger and Initial Cash Procedures 1. Review and analyze reported deficiencies in FY2022, FY2023 and FY 2024 Audit Reports a. Journal Entry sign -off b. Obtain General Ledger and Adjusting journal entries for FY2022 - FY2024 c. Select sample of ledger entries for review of supporting documentation and authorization d. Bank reconciliation sign -off e. Obtain General Ledger and adjusting journal entries for FY2022 - FY2024 f. Select sample of ledger entries for review of supporting documentation and authorization 2. Investigate internal accounting segregation as it relates to management and operations of Maruice Ferre Park 3. Confirm rates of return on cash in bank a. Inventory bank accounts per financial statements - FY2022- FY2024 b. Confirm rates of return with banks 4. Review a sample (Period of Review - FY2022 - FY2024) of petty cash transfers in general and specifically related to VIP parking and MPA agreement. a. Verify written petty cash policy b. Identify all petty cash funds, their custodians, and locations. c. Review who is authorized to access and disburse petty cash. d. Ensure there is segregation of duties in the management and reconciliation of petty cash. e. Segregate and quantify VIP Parking and MPA petty cash reimbursements. f. Review a representative sample of petty cash transactions for the audit period. g. Verify that the petty cash balance at the end of the audit period reconciles with the records. h. Ensure there is a proper request and approval process for replenishment. i. Verify that replenishment occurs when the balance is low, in line with policies. j. Check that replenishments are recorded accurately and on time. k. Analyze trends in petty cash usage over the audit period. I. Look for patterns of excessive use or unusual frequency. m. Assess the consistency of petty cash disbursements (e.g., by department, project, etc.). Hours Rate $ 395 $ 295 $ 245 $ 195 Total Phase 1 $ 45,425 $ 50,150 $ 36,750 $ 37,050 $ 169,375.00 Partner/ Managing Director/ Director Manager Junior Manager/ Supervisor Senior Auditor 20 20 5 - 5 5 5 - 10 5 5 10 - 5 5 10 5 5 15 20 10 40 5 5 5 10 10 - - - - 10 20 5 - 10 20 10 10 10 - - 10 - 20 5 10 - 20 5 10 - 20 5 - 15 15 5 10 15 15 5 10 15 15 10 10 15 - 10 10 15 - 10 10 15 - 115 170 150 190 City of Miami June 20, 2025 Page 7 IN WITNESS WHEREOF, the Parties have executed this Agreement, or have caused the same to be executed, as of the date and year first above written. BRANDEN LOPEZ MY COMMISSION # NH 527815 EXPIRES: June 4, 2028 ATTEST: Name: Branden A. Lopez Title: State of Florida Notary ATTEST: By: Todd B. Hannon City Clerk cDocuSignetl by: Signed by: "Consultant" CBIZ Advisors, LLC, a foreign limited liability company, authorized To conduct business in Florida By: Print Name: Moises D. Ariza Title: Managing Director "CITY" CITY OF MIAMI, a Florida municipal corporation CDoceSignetl by !IvfLur Noriuy. By: 856CFSC372D1.02A •77 Arthur Noriega V City Manager APPROVED AS TO LEGAL FORM AND APPROVED AS TO INSURANCE CORRECTNESS: By: CDot... by attr/G 86]]6E9FE88208R Geroge K. Wysong, III Matter ID: 25-1554 City Attorney REQUIREMENTS: Bv: Signed by: Daemsvi, �z... uiz Interim Di CERTIFIED RESOLUTION CBIZ Advisors, LLC I, Moises D. Ariza, a MANAGING DIRECTOR of CBIZ Advisors, LLC ("CBIZ"), a Foreign Limited Liability Company organized under the laws of the State of Delaware, with its primary place of business at 5959 ROCKSIDE WOODS BLVD. N., SUITE 600 CLEVELAND, OH 44131, hereby certify that the following is a true and complete. As used in this resolution, the term "MANAGING DIRECTOR" refers to an authorized signatory who can represent and bind CBIZ. I further certify that it has not been amended, modified, or repealed. Moises D. Ariza Title: Managing Director Signature: IN WITNESS WHEREOF, this 23rd day of June, 2024. State of FLORDA County of1yttni-re_. Sworn to (ar affirmed) and subscribed bcform presence or © online notarization, this 20 by t'\i e b . Ptr'�z to me or D produced a the attached instrument described as: e by rneans of 4hysical day ofuke_. , who is personzliy mown as identification, regarding and to whose signature this notarization applies. BRANDEN LOPEZ MY COMMISSION # HH 527815 EXPIRES: June 4, 2028 rnotary public Odd namez EXHIBIT E ANTI -HUMAN TRAFFICKING AFFIDAVIT 1. The undersigned affirms, certifies, attests, and stipulates as follows: a. The entity is a non -governmental entity authorized to transact business in the State of Florida and in good standing with the Florida Department of State, Division of Corporations. b. The nongovernmental entity is either executing, renewing, or extending a contract (including, but not limited to, any amendments, as applicable) with the City of Miami ("City") or one of its agencies, authorities, boards, trusts, or other City entity which constitutes a governmental entity as defined in Section 287.138(1), Florida Statutes (2024). c. The nongovernmental entity is not in violation of Section 787.06, Florida Statutes (2024), titled "Human Trafficking." d. The nongovernmental entity does not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes (2024), attached and incorporated herein as Exhibit Affidavit-1. 2. Under penalties of perjury, I declare the following: a. I have read and understand the foregoing Anti -Human Trafficking Affidavit and that the facts, statements and representations provided in Section 1 are true and correct. b. I am an officer or a representative of the nongovernmental entity authorized to execute this Anti - Human Trafficking Affidavit. Nongovernmental Entity: CBIZ Advisors, LLC Name: Moises D. Ariza Officer Title: Managing Director Signature of Officer:, Office Address: Email Address: Moises.Ariza@cbiz.com Main Phone Number: 305-995-9600 FEIN No. 2/0. 8/ 1/4/2/9/5/0 STATE OF FLORIDA COUNTY OF MIAMI-DADE The foregoing instrument was sworn to and subscribed before me by means of physical presence or O online notarization, this 20 day of dune 2025 by Moises D. Riza , as the authorized offic r or representative for the nongovermnental entity.. €fie she s personalty known to tr3or has produced as identification. (NOTARY PUBLIC SEAL) My Commission Expires: Signature of Pers Branden Lopez I Taki Oath (Printed, Typed, or Stamped Name of Notary Public) BRANDEN LOPEZ MY COMMISSION # NH 527815 EXPIRES: June 4, 2028 Client#: 2372 CBIZINC ACORD„, CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)12/03/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). PRODUCER CBIZ Insurance Services, Inc. 700 West 47th Street, Suite 1100 Kansas City, MO 64112 816 945-5500 CONTACT NAME: Laura Weeks PHONE FAX (A/C, No, Ext): 816 945-5589 (A/C, No): E-MAIL IWeeks@CBIZ.com ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A National Fire Insurance Co. of Hartford 20478 INSURED CBIZ, Inc. and Subsidiaries 5959 Rockside Woods Blvd North, Ste 600 Cleveland, OH 44131 INSURER B : The Continental Insurance Company 35289 Arch Insurance Company INSURER C : P Y 11150 INSURER D: American Casualty Company of Reading PA 20427 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR TYPE OF INSURANCE INSR WVD POLICY NUMBER POLICY EFF (MOLIC YYYY) POLICY EXP (MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY 7034653540 09/30/2024 09/30/2025 EACH OCCURRENCE $1,000,000 CLAIMS -MADE X OCCUR PREMISES (EO a RENTED $100,000 MED EXP (Any one person) $15,000 PERSONAL & ADV INJURY $1,000,000 GEN'L AGGREGATE X LIMIT APPLIES PRO - JECT X PER: LOC GENERAL AGGREGATE $2,000,000 PRODUCTS - COMP/OPAGG $2,000,000 $ A AUTOMOBILE X X LIABILITY ANY AUTO OWNED AUTOS ONLY AUTOSIREDONLY X SCHEDULED AUTOS NON -OWNED AUTOS ONLY 6081633833 09/30/2024 09/30/2025 ( acccidennt) INGLE LIMIT $1 ,000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ $ B C x X UMBRELLA LIAB EXCESS LIAB X X OCCUR CLAIMS -MADE 7034502049 UXP300013902 09/30/2024 09/30/2024 09/30/2025 09/30/2025 EACH OCCURRENCE $25,000,000 AGGREGATE $25,000,000 DED X RETENTION $10,000 $ D D WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below Y / N N N / A WC672461232 WC672461246CA 09/30/2024 09/30/2024 09/30/2025 09/30/2025 X STATUTE EORH E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE - EA EMPLOYEE $1,000,000 E.L. DISEASE - POLICY LIMIT $1 ,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION City of Miami c/o Procurement Department 444 SW 2nd Avenue, 6th Floor, Miami, FL 33130 RFQ #1782387 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ¶Y14VL A. trtj ACORD 25 (2016/03) 1 of 1 #54326049/M4324171 © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD ORLM ___..---, ® ACC) `� o CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 12/10/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Aon Risk Services Central, Inc. Chi cago IL off ce 200 East Randol ph chi cago IL 60601 USA CONTACT NAME:PHONE FAX (A/C.No. Ext): (312) 381-1000 (A/C. No.): E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURED CBIZ CPAs P.C. 5 Bryant Park 1065 Avenue of the Americas New York NY 10018 USA INSURER A: Aspen Specialty Insurance Company 10717 INSURERB: INSURERC: INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 570109701021 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits shown are as requested INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) CLAIMS -MADE ❑ OCCUR MED EXP (Any one person) PERSONAL & ADV INJURY GEN'L AGGREGATE LIMIT APPLIES PER: POLICY ❑PRO ❑ LOC JECT OTHER: GENERAL AGGREGATE PRODUCTS - COMP/OP AGG AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED COMBINED SINGLE LIMIT (Ea accident) BODILY INJURY ( Per person) BODILY INJURY (Per accident) PROPERTY DAMAGE (Per accident) UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE EACH OCCURRENCE AGGREGATE DED RETENTION WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR / PARTNER / EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below y / N N / A PER STATUTE OTH- ER E.L. EACH ACCIDENT E.L. DISEASE -EA EMPLOYEE E.L. DISEASE -POLICY LIMIT A Accountants Liability LR003YH24 11/01/2024 11/01/2025 Limit $5,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) CERTIFICATE HOLDER City of Miami c/o Procurement Department 444 SW 2nd Avenue, 6th Floor RFQ # 1782387 Miami, FL 33130 USA CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE M.dtfweeed Holder Identifier : 570109701021 Certificate No ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Olivera, Rosemary From: Gandarilla, Aimee Sent: Wednesday, June 25, 2025 4:50 PM To: Hannon, Todd Cc: Olivera, Rosemary; Brown, Sadie; Jerez, Ileana; Telfort, Cameitra Subject: CBIZ Acceptance of Assignment and Contract (Matter 25-1554) Attachments: CBIZ Acceptance of Assignment and Contract (Matter 25-1554).pdf Good afternoon Todd, Please find attached the fully executed copy of an agreement from DocuSign that will be considered an original agreement for your records. Cameitra: Please close Matter 25-1554. Thank you, Aimee candaniltai Procurement Assistant City of Miami Procurement Department 444 SW 2nd Avenue, 6thfloor, Miami, FL 33130 P (305) 416-1906 F (305) 400-5073 E agandarilla@miami.gov "Serving, Enhancing, and Transforming our Community" i