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HomeMy WebLinkAbout26047AGREEMENT INFORMATION AGREEMENT NUMBER 26047 NAME/TYPE OF AGREEMENT CBIZ CPAS P.C. DESCRIPTION ENGAGEMENT LETTER/EXAMINATION OF RISK MANAGEMENT DATA SECURITY INTERNAL CONTROLS/MATTER ID: 26-715 EFFECTIVE DATE ATTESTED BY TODD B. HANNON ATTESTED DATE 3/19/2026 DATE RECEIVED FROM ISSUING DEPT. 3/19/2026 NOTE DOCUSIGN AGREEMENT BY EMAIL City of Miami DOCUMENT ROUTING FORM r�QR4O ORIGINATING DEPARTMENT: Department of Procurement DEPT. CONTACT PERSON: Aimee Gandarilla/Justin Griffin NAME OF OTHER CONTRACTUAL PARTY/ENTITY: CBIZ CPAs P.C. EXT. 1906/1949 IS THIS AGREEMENT TO BE EXPEDITED/RUSH: TOTAL CONTRACT AMOUNT: $ 25,000.00 TYPE OF AGREEMENT: ❑ MANAGEMENT AGREEMENT ❑ PROFESSIONAL SERVICES AGREEMENT ❑ GRANT AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ LICENSE AGREEMENT OTHER: (PLEASE SPECIFY) ■ FUNDING INVOLVED? YES YES ❑ PUBLIC WORKS AGREEMENT ❑ MAINTENANCE AGREEMENT ❑ INTER -LOCAL AGREEMENT ❑ LEASE AGREEMENT ❑ PURCHASE OR SALE AGREEMENT El SUPPLEMENTAL AGREEMENT NO NO PURPOSE OF ITEM (DETAILED SUMMARY): Engagement Letter for CBIZ CPAs P.C. Audit of the City of Miami's Data Security Internal Controls designed and implemented, in accordance with the requirements of the Florida Highway Safety and Motor Vehicles Memorandum of Understanding for the Police Department. COMMISSION APPROVAL DATE: FILE ID: ENACTMENT NO.: IF THIS DOES NOT REQUIRE COMMISSION APPROVAL, PLEASE EXPLAIN: ROUTING INFORMATION Date PLEASE PRINT AND SIGN APPROVAL BY DIRECTOR/CHIEF PROCUREMENT OFFICER March 18, 2025 Annie Perez, CPPO 1 10:45:51 EDT SIGNATURE: A— 2w.., C. a=rd,GAC4s8 SUBMITTED TO RISK MANAGEMENT March 18, 2026 David Ruiz I 10: 47: 57 EDT SIGNATURE: , fi y9 f, SUBMITTED TO CITY ATTORNEY°s 26-715 matter 26-715 March 18, 2026 George K. Wysong III I 11: 29: 59 EDT SIGNATURE: ; r ,,mis°�h (ri APPROVAL BY ASSISTANT CITY MANAGER/CHIEF FINANCIAL OFFICER March 18, 2026 Erica T. Paschal Darling, CPA 1 11:33:08 EDT SIGNATURE: Z=4-1 APPROVAL BY ASSISTANT CITY MANAGER/CHIEF OF OPERATIONS Barbara Hernandez, MPA SIGNATURE: APPROVAL BY ASSISTANT CITY MANAGER/CHIEF OF INFRASTRUCTURE Asael Marrero SIGNATURE: APPROVAL BY DEPUTY CITY MANAGER March 18, 2026 Natasha Colebrook -Williams I 14:53:15 EDT SIGNATURE: r-wa RECEIVED BY CITY MANAGER March 18, 2026 Jp2RDT SIGNATURE: SUBMITTED TO THE CITY CLERK March 19, 2026 Todd Hannon I 11:58:18 Ea SIGNATURE: =sg=de.. w' :::. so PLEASE ATTACH THIS ROUTING FORM TO ALL DOCUMENTS THAT REQUIRE EXECUTION BY THE CITY MANAGER AGREEMENT/AMENDMENT OVERVIEW AGREEMENT TITLE: Engagement Letter for CBIZ CPAs P.C.- Matter ID No. 26-715 1. AWARD DELEGATED AUTHORITY: Q Chief Procurement Officer — Authority level of $25,000.00 ❑ City Manager — Authority level of $ ❑ City Commission — RESOLUTION No. 2. PROCUREMENT METHOD: ❑ RFP/RFQ ❑ IFB ❑ ITB ❑ SOLE SOURCE ❑ PIGGY -BACK ❑ COOPERATIVE Q PROFESSIONAL SERVICES UNDER $25,000 3. TYPE OF AGREEMENT: ❑ PROFESSIONAL SERVICES AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ SOFTWARE AS A SERVICE AGREEMENT ❑ LEASE AGREEMENT ❑ OPERATOR AGREEMENT ❑ CONCESSION AGREEMENT Q OTHER (Please explain): Engagement Letter approved by City Attorney 4. IF THIS IS AN AMENDMENT, WHAT IS THE NUMBER OF THE AMENDMENT AND WHAT DOES THIS AMENDMENT DO (INCREASE CAPACITY, CHANGE IN TERMS, ETC) BE SPECIFIC AND INCLUDE THE PAGE NUMBER(S) THAT SPECIFIES WHAT IS BEING AMENDED ON THE CONTRACT. N/A 5. WAS THE AMENDMENT APPROVED BY THE CITY COMMISSION? ❑ YES ❑ NO IF YES, WHAT IS THE RESOLUTION NUMBER? N/A 6. WHAT IS THE SCOPE OF SERVICES? Audit of the City of Miami's Data Security Internal Controls designed and implemented as of December 31, 2025, in accordance with the requirements of the Florida Highway Safety and Motor Vehicles ("FLHSMV") Memorandum of Understanding ("MOU") for the Police Department. 7. IF CITYWIDE, WHAT ARE THE MOST FREQUENT USER DEPARTMENTS? N/A 8. IS THE AWARDEE INCUMBENT? N/A Updated 1/29/2025 9. IS THE PRICING HIGHER, LOWER OR THE SAME AS THE CURRENT CONTRACT? N/A 10. WHEN DOES THE CURRENT CONTRACT EXPIRE? N/A 11.WHAT WAS THE PREVIOUS SPEND ON THE CURRENT CONTRACT? N/A 12.WHAT IS THE METHOD OF AWARD (Group, Item by Item etc.)? PROFESSIONAL SERVICES UNDER $25,000 Updated 1/29/2025 Clear Form CITY OF MIAMI Vendor Responsibility Checklist Name of Firm: CBIZ CPAs P.C. Use the "Upload" button to attach PDF documentation for each section. To delete attachment(s), use the appropriate "Delete" button to the right and then use the "Clear" button for the corresponding attachment box to clear that field. View All Attachments Delete Last Delete All CATEGORY RESPONSE City Vendor Registration Affirmation Select iSupplier Number: 51600 State of Florida Corporation (Sunbiz) YES D&B Pacer Bid/Proposal Bond YES N/A N/A Upload Clear E.Upload Mr Clear Upload mr Clear Upload I= Clear SunBiz - CBIZ.pdf DUNS - CBIZ.msg Use the "Upload" button to attach PDF documentation for each section. To delete attachment(s), use the appropriate "Delete" button to the right and then use the "Clear" button for the corresponding attachment section to clear that field. PERFORMANCE/REFERENCE CHECKS 1 ATTACHMENTS System of Award Managment (SAM) YES Convicted Vendor List NO Debarred Contractors NO Suspended Contractors NO Suspended Vendors -State: NO Scrutinized Companies List: NO Google Search: YES Upload SAM- CBIZ.pdf Clear Upload Clear Upload Clear Upload Clear Upload Clear Upload Clear Upload Clear FL-Convicted.pdf MDC - Debarred.pdf MDC - Suspended.pdf FL-Suspended.pdf FL -Scrutinized (Israel).pdf FL-Scrutinized.pdf Google - Holtec v. CBIZ.pdf Google - Jerry Grisko - civil.pdf Google - Jerry Grisko - criminal.pdf �CBIZCPAs March 4, 2026 City of Miami, Florida Attn : David Ruiz, Interim Director, Risk Management 14 NE 1st Ave, 2nd Floor Miami, FL 33132 Re: Engagement of CBIZ CPAs P.C. Dear David Ruiz: CBIZ CPAs P.C. One Southeast Third Avenue Suite 1100 Miami, FL 33131 P 305.995 9600 CBIZ CPAs P.C. ("CBIZ CPAs," the "Firm," "we," "us" or "our") is pleased to confirm our terms of engagement for examination services that we will provide to the City of Miami, Florida ("you", "your", the "City", or the "Client"). We are excited about working on your project and look forward to building a long-term relationship. Examination and Related Report We will examine the assertion that the City of Miami's Department of Risk Management Data Security Internal Controls were designed and implemented as of April 15, 2026, in accordance with the requirements of the Florida Highway Safety and Motor Vehicles ("FLHSMV") Memorandum of Understanding ("MOU"). Our examination will be conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. Accordingly, it will include tests of your records and other procedures we consider necessary to enable us to express an opinion as to whether you're your assertion is presented, in all material respects, in conformity with the requirements of FLHSMV MOU. Our responsibility is to form and express an opinion about whether the assertion that have been prepared by management are presented fairly, in all material respects in conformity with the requirements of the FLHSMV MOU. At the conclusion of our engagement, we will submit to you a report containing our opinion as to whether the assertion is presented fairly, in all material respects in conformity with the requirements of the FLHSMV MOU. If, for any reason, we are unable to complete the examination, we will not issue a report as a result of this engagement. If, in our professional judgment, the circumstances require us to do so, we may resign from the engagement prior to completion. Because of the inherent limitations of an examination engagement, together with the inherent limitations of internal control, an unavoidable risk exists that some material misstatements may not be detected, even though the examination is properly planned and performed in accordance with the attestation standards. CBIZCPAS.COM City of Miami, Florida March 4, 2026 Page 2 Engagement Timing The specific timing for performance of each Service will be mutually agreed upon between Client and CBIZ CPAs during the planning meetings. Upon confirmation, timing will be published in our Smartsheet.com Workspace and available to all parties. CBIZ CPAs' timing for the performance of Services takes into account many factors including, without limitation, Client cooperation and availability and accuracy of information. Management Responsibilities And Representations The assertion referred to above is the responsibility of the management of the City. We understand that you will provide us with the basic information required for our examination and that you are responsible for the accuracy and completeness of that information. We may advise you about appropriate criteria or assist in the development of the subject matter but the responsibility for the subject matter remains yours. Failure to provide such assertion will result in our withdrawal from the engagement. You are also responsible for providing us with (1) access to all information of which you are aware that is relevant to the measurement, evaluation, or disclosure of the subject matter; (2) additional information that we may request for the purpose of the examination; and (3) unrestricted access to persons within the entity from whom we determine it is necessary to obtain evidence. At the conclusion of our engagement, we will request certain written representations from you that, among other things, will confirm management's responsibility for the preparation of the assertion in accordance with the requirements of the FLHSMV MOU and determining that such criteria are appropriate for your purposes, and attesting to the completeness and truthfulness of representations and disclosures made to us during the course of our work, The management representation letter must be signed and returned to us before we will release our auditors' report. Further, you are responsible for designating a qualified management -level individual to be responsible and accountable for overseeing the engagement as defined in this letter. Professional standards prohibit us from being the sole host and/or the sole storage for your financial and non- financial data. As such, it is your responsibility to maintain your original data and records and we cannot be responsible to maintain such original information. If you are missing any documents or work papers from our prior years' engagements (if applicable), it is your responsibility to inform us. By signing this engagement letter you affirm that you have all the data and records required to make your books and records complete. Management is responsible for all management decisions and performing all management functions including critical judgments and conclusions, and for designating an individual, preferably from senior management, with suitable skill, knowledge, or experience to oversee any financial statement preparation services, bookkeeping services, tax services, or other services we or our associated company CBIZ, Inc. (or its related entities (collectively with CBIZ, Inc., "CBIZ")) provides. City of Miami, Florida March 4, 2026 Page 3 Engagement Fees Our fee will be based on the services to be provided hereunder, the timeliness and completeness of the information and documentation provided to us, firm technology, firm processes, and time required of personnel at our standard hourly rates. Our standard hourly rates vary according to the level of the personnel assigned to your engagement. Circumstances — including but not limited to those such as those listed in Appendix A — may arise during the engagement that may cause delay or significantly affect our fees. Our invoices for these fees will be rendered as the work progresses, and are due and payable upon presentation. In the event that you dispute any of the fees or expenses on a specific invoice, you agree to notify us within forty-five (45) days of receipt of the invoice of such dispute. Payment shall be made in arrears based upon work performed to the satisfaction of the City within forty- five (45) days after receipt of the Firm's invoice for Services performed, which shall be accompanied by sufficient supporting documentation and contain sufficient detail, to allow a proper audit of expenditures, should the City require one to be performed. Invoices shall be sufficiently detailed so as to comply with the "Florida Prompt Payment Act", §218.70. - 218.79, Florida Statutes, and other applicable laws. No advance or future payments shall be made at any time. The Firm agrees and understands that (i) any and all subcontractors providing Services related to this Agreement shall be paid through the Firm and not paid directly by the City, and (ii) any and all liabilities regarding payment to or use of subcontractors for any of the Services related to this Agreement shall be borne solely by the Firm. Engagement Fees (USD) Examination of Managements Assertion Not -to -Exceed $25,000 Dispute Resolution Procedure, Waiver of Jury Trial and Jurisdiction and Venue for Any and. All Disputes Under This Engagement Letter and Governing Law, AS A MATERIAL INDUCEMENT FOR US TO ACCEPT THIS ENGAGEMENT AND/OR RENDER THE SERVICES TO THE CLIENT IN ACCORDANCE WITH THE PROVISIONS OF THIS ENGAGEMENT LETTER: CBIZ CPAs and the Client each hereby knowingly, voluntarily and intentionally waive any right either may have to a trial by jury with respect to any litigation based hereon, or arising out of, under or in connection with this engagement letter and/or the services provided hereunder, or any course of conduct, course of dealing, statements (whether verbal or written) or actions of either party. CBIZ CPAs and the Client each expressly agree and acknowledge that the Circuit Court of the lPh Judicial Circuit, in and for Miami -Dade County, Florida and the United States District Court for the Southern District of Florida, shall each have exclusive and sole jurisdiction and venue for any respective state or federal actions arising from, relating to or in connection with this engagement letter, or any course of conduct, course of dealing, statement or actions of either party. City of Miami, Florida March 4, 2026 Page 4 The terms and provisions of this engagement letter, any course of conduct, course of dealing and/or action of CBIZ CPAs and/or the Client and our relationship with you shall be governed by the laws of the State of Florida to the extent said laws are not inconsistent with the Federal Securities Laws and Rules, Regulations and Standards thereunder. In any litigation brought by either the CBIZ CPAs or the Client, each party shall pay its own attorney's fees. LIMITATION OF LIABILITY Unless otherwise prohibited by law or applicable professional standard, you agree that CBIZ CPAs and its personnel shall not be liable to you for any claims, liabilities, or expenses relating to this engagement in excess of $500, 000. To the fullest extent permitted by law, neither party shall be liable to the other for incidental or consequential damages arising solely from a breach of this Agreement; provided, however, that this limitation shall NOT apply to, and CBIZ CPAs shall remain fully liable for, any damages, losses, costs, fines, penalties, or expenses arising out of or relating to: (i) CBIZ CPAs' gross negligence, recklessness, or willful misconduct; (ii) any breach of confidentiality, data security obligations, or unauthorized access to, disclosure of, or loss of City data, including law enforcement or personally identifiable information; (iii) CBIZ CPAs' violations of federal, state, or local laws, regulations, or professional standards; (iv) CBIZ CPAs' indemnification obligations under this Agreement; or (v) claims for which liability may not be limited under Florida law. Nothing in this Agreement shall be construed to limit the City's right to recover direct damages or other relief permitted by law, nor shall this provision be interpreted as a waiver of the City's sovereign immunity beyond the limitations set forth in Section 768.28, Florida Statutes. INCORPORATIONS Nothing in this agreement is intended to operate as a waiver of the City's sovereign immunity beyond the limitations set forth in Section 768.28, Florida Statutes. Should there be any conflict between the terms of this Agreement and its attachments, then the conflict shall be resolved in favor of the following priority order: 1. This Engagement Letter 2. Appendix B 3. Appendix A; and 4. The Purchase Order City of Miami, Florida March 4, 2026 Page 5 OTHER MATTERS Reproduction of Report You agree to obtain our approval before including our report or otherwise making reference to our Firm in any document. Our fees for any additional procedures or services we require to provide approval to you would be in addition to those fees discussed above. Background Checks As a matter of our Firm policy, we may perform background checks, which may require out-of-pocket expenses. The terms and conditions of this engagement are expressly contingent upon the satisfactory completion of our investigatory procedures, and we reserve the right to withdraw from any relationship should information that, in our reasonable good -faith professional judgment, would result in a violation of applicable law or AICPA professional standards (including independence or ethics requirements), or otherwise materially impair our ability to perform the Services. Detection of Errors and irregularities Our engagement cannot be relied upon to disclose errors, irregularities or illegal acts, including fraud or defalcations that may exist. We will inform the appropriate level of management of any material errors that come to our attention and any irregularities or illegal acts that come to our attention, unless they are clearly inconsequential. Independence and Our Personnel Professional standards require that a firm and its members maintain independence throughout the duration of the professional relationship with a client. These services are being provided under the AICPA independence standards. If the City becomes subject to Public Company Accounting Oversight Board ("PCAOB") or Securities and Exchange Commission ("SEC") independence standards, those standards will need to be followed. As a result, certain non -attest services that would not impair our independence under the AICPA standards may have impaired our past or may impair our future independence under the PCAOB and SEC standards. CBIZ CPAs' acceptance of this engagement is conditioned on confirming that it is independent under applicable standards. We will inform you promptly if we determine that we are not independent. In addition, we will periodically reevaluate our independence as part of our customary client continuance process or more frequently, should circumstances arise that may require us to investigate whether our independence may have been impaired in which case we may terminate and resign from this engagement in our sole and absolute discretion. You agree to promptly advise us of any matters or changes in circumstances that could affect our independence or give rise to conflicts including changes in beneficial owners of more than 20% of your voting interests, senior management, or board of directors and potential mergers, acquisitions or business combinations with companies that may have preexisting relationships with CBIZ or CBIZ CPAs or conflicts that could affect our independence. Any discussions that the City has with personnel of CBIZ CPAs or CBIZ regarding potential employment with the City could impair our independence with respect to this engagement. Therefore, we request that you inform us prior to any such discussions so that we can implement appropriate safeguards to maintain our independence. Employment offers to any staff member working on your engagement without our prior knowledge may require substantial additional procedures to ensure our independence on this engagement. Any additional costs incurred due to these procedures will be billed at our standard hourly rates. City of Miami, Florida March 4, 2026 Page 6 Access to Working Papers; Confidentiality Our workpapers and files for this engagement are the property of CBIZ CPAs. If we receive a subpoena or other administrative, judicial, or government demand or request requiring it to provide information or documents, we will, unless prohibited by law, provide written notice to the City of such demand or request. Certain professional standards, including American Institute of Certified Public Accountants Code of Professional Conduct 1.700 and similar rules adopted by state boards of accountancy, prohibit the disclosure of client confidential information without client consent, except in limited circumstances. CBIZ CPAs will treat the City's confidential information in accordance with applicable professional standards. The City acknowledges and agrees that we may disclose confidential information as directed by the City or as permitted by law, rule, regulation, professional standards or guidelines, or the terms of this engagement letter. The City authorizes CBIZ CPAs to use email and other electronic methods to transmit and receive information, including confidential information, related to this engagement. CBIZ CPAs will employ commercially reasonable efforts to protect the confidentiality of transmitted information. In performing our engagement, we will utilize professional and administrative staff who are employee by or otherwise associated with CBIZ or other entities. These individuals will be under the direct control and supervision of CBIZ CPAs, which is solely responsible for the professional performance of our engagement. Additionally, the professional staff is subject to the standards governing the accounting profession, including the requirement to maintain the confidentiality of client information, and CBIZ CPAs has contractual agreements requiring confidential treatment of all client information. In addition, the City agrees that we may provide CBIZ with access to the City's accounting, financial, and other records in our possession so that CBIZ can provide the City with any services it has engaged them to perform. Should you request that we use a third -party electronic file transfer service in connection with this engagement, you acknowledge that CBIZ CPAs makes no representations or warranties regarding the security of data transmitted to and from, or stored by, that third -party electronic file transfer service. You also agree that CBIZ CPAs is not responsible for any loss, or unauthorized interception, of data transmitted to and from, or stored by, third -party electronic file transfer service. You agree that we may use confidential information we receive as part of this engagement for internal and/or third -party data analysis or other insight generation. Information developed in connection with these purposes may be disclosed to you or current or prospective clients, but only on an anonymous basis; we will not use or disclose confidential information in a way that would permit you to be identified by third parties without your consent. Termination Our engagement ends on the earlier of termination or resignation (including without limitation, our declining to issue a report or other work product) or CBIZ CPAs' delivery of its report. We acknowledge your right to terminate our services at any time, and you acknowledge our right to resign upon written notice and only to the extent required by applicable law or AICPA professional standards (including where, in our reasonable good -faith professional judgment, our independence has been City of Miami, Florida March 4, 2026 Page 7 impaired or we can no longer rely on the integrity of management), subject in either case to our right to payment for all direct and indirect charges including out-of-pocket expenses incurred through the date of termination or resignation or thereafter as circumstances and this agreement may require. The City, by and acting through its City Manager, shall have the right to terminate this Agreement, in its sole discretion, and without penalty, upon the occurrence of an event of a material breach hereunder, and failure to cure the same within thirty (30) days after written notice of default. In such event, the City shall not be obligated to pay any amounts to the Firm for Services rendered by the Firm after the date of termination, but the parties shall remain responsible for any payments that have become due and owing as of the effective date of termination. In no event shall the City or the Firm be liable to the other for any additional compensation and expenses incurred, other than that provided herein, and in no event shall the City or the Firm be liable for any direct, indirect, consequential or incidental damages. Agreement This letter comprises the complete and exclusive statement of the agreement between the parties, superseding all proposals oral or written and all other communications between the parties. If it is determined that any provision of this letter is unenforceable, all other provisions shall remain in full force and effect. It is hereby understood and agreed that this engagement is being undertaken solely for the benefit of the City and that no other person or entity shall be authorized to enforce the terms of this engagement. The undersigned represents and warrants that it has the requisite authority and consents to enter into and perform this Agreement and the obligations herein for and on behalf of City. By executing this Agreement, you confirm, represent and warrant that (i) no person who is the target of sanctions imposed by the United States, European Union, or United Kingdom owns, directly or indirectly, 5% or more of any type of stock or other ownership interest of the City and (ii) the City is not, and does not have subsidiaries that are, located or organized under the laws of Russia, and CBIZ CPAs services are not performed for the benefit or use of or reliance on by any of the foregoing. If you agree with the terms of our engagement, as described in this letter, please sign this PDF version of the engagement letter and return it to us by email and we will send you a fully executed copy Our acceptance of this engagement and return of a fully executed engagement letter is subject to the review and approval of our Firm's client acceptance policies. If our Firm decides not to accept this engagement for any reason, then we will inform you immediately in writing. Moises D. Ariza is the Shareholder and is responsible for supervising the engagement and signing the report or authorizing another individual to sign it. City of Miami, Florida March 4, 2026 Page 8 We appreciate the opportunity to be of service to you and believe this letter accurately summarizes the significant terms of our engagement. If you have any questions, please let us know. Very truly yours, Moises D. Ari CBIZ CPAs P.C. City of Miami, Florida March 4, 2026 Page 9 APPENDIX A City of Miami, Florida Circumstances Affecting Timing and Fee Estimate The estimated fee is based on certain assumptions. Circumstances may arise during the engagement that may significantly affect the targeted completion dates and our fee estimate. As a result, additional fees may be necessary. Such circumstances include but are not limited to the following: 1. Changes to the timing of the engagement at your request. Changes to the timing of the engagement usually require reassignment of personnel used by CBIZ CPAs in the performance of services hereunder. However, because it is often difficult to reassign individuals to other engagements, CBIZ CPAs may incur significant unanticipated costs. 2. All requested evidential support is not (a) provided by the service organization personnel on the date requested, (b) completed in a format acceptable to CBIZ CPAs, or (c) in agreement with the description of the system. CBIZ CPAs will provide the appropriate personnel with a separate listing of required evidential support and deadlines. 3. Weaknesses in the internal control structure. 4. Significant new issues or unforeseen circumstances as follows: a. New issues that require an unusual amount of time to resolve. b. Changes in controls or other events that occur prior to the issuance of our report. c. Changes in the service organization's personnel, their responsibilities or their availability. d. Changes in attestation requirements set by regulators. 5. Significant delays in the service organization's personnel's assistance in the engagement or delays by them in resolving questions as requested by CBIZ CPAs. All contracts and other documents that we will identify for the City are not located by the service organization's personnel or made ready for our easy access. 6. A significant level of internal control deviations are identified during our examination. 7. Changes in examination scope caused by events that are beyond our control. 8. Untimely payment of our invoices as they are rendered. City of Miami, Florida March 4, 2026 Page 10 APPENDIX B City of Miami, Florida Additional Terms Required by the City of Miami 1. ANTITRUST VIOLATOR VENDORS. A person or an affiliate who has been placed on the Antitrust Violator Vendors List following a conviction or being held civilly liable for an antitrust violation may not submit a bid, proposal, or reply on any agreement to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on any agreement with a public entity for the construction or repair of a public building or public work; may not submit a bid, proposal, or reply on leases of real property to a public entity; may not be awarded or perform work as a grantee, supplier, subcontractor, or consultant under an agreement with a public entity; and may not transact new business with a public entity. 2. ANTI -HUMAN TRAFFICKING. The Firm confirms and certifies that it is not in violation of Section 787.06, Florida Statutes, and that it does not and shall not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes. The Firm shall execute and submit to the City an Affidavit, of even date herewith, in compliance with Section 787.06(13), Florida Statutes, attached an incorporated herein as "Anti -Human Trafficking Affidavit". If the Firm fails to comply with the terms of this Section, the City may suspend or terminate this Agreement immediately, without prior notice, and in no event shall the City be liable to the Firm for any additional compensation or for any consequential or incidental damages. 3. E-VERIFY. By entering into this Agreement, the Firm and its subcontractors are jointly and severally obligated to comply with the provisions of Section 448.095, Florida Statutes, as amended, titled "Employment Eligibility." The Firm affirms that (a) it has registered and uses the U.S. Department of Homeland Security's E-Verify system to verify the work authorization status of all new employees of the Firm; (b) it has required all subcontractors to this Agreement to register and use the E-Verify system to verify the work authorization status of all new employees of the subconsultant; (c) it has an affidavit from all subcontractors to this Agreement attesting that the subconsultant does not employ, contract with, or subcontract with, unauthorized aliens; and (d) it shall maintain copies of any such affidavits for the duration of the Agreement. Registration information is available at: http://www.uscis.gov/e-verify. If City has a good faith belief that the Firm has knowingly violated Section 448.09(1), Florida Statutes, then City shall terminate this Agreement in accordance with Section 448.095(5)(c), Florida Statutes. In the event of such termination, the Firm agrees and acknowledges that it may not be awarded a public contract for at least one (1) year from the date of such termination and that the Firm shall be liable for any additional costs incurred by the City because of such termination. In addition, if City has a good faith belief that a subcontractor has knowingly violated any provisions of Sections 448.09(1) or 448.095, Florida Statutes, but the Firm has otherwise complied with its requirements under those statutes, then the Firm agrees that it shall terminate its contract with the subcontractor upon receipt of notice from the City of such violation by subcontractor in accordance with Section 448.095(5)(c), Florida Statutes. Any challenge to termination under this provision must be filed in the Circuit or County Court by the City, the Firm, or subcontractor no later than twenty (20) calendar days after the date of Agreement termination. City of Miami, Florida March 4, 2026 Page 11 4. NO THIRD -PARTY BENEFICIARY. No persons other than the Firm and the City (and their successors and assigns) shall have any rights whatsoever under this Agreement. 5. PUBLIC RECORDS. A. The Firm understands that the public shall have access, at all reasonable times, to all documents and information pertaining to City agreements, subject to the provisions of Chapter 119, Florida Statutes, and agrees to allow access by the City and the public to all documents subject to disclosure under applicable laws. the Firm's failure or refusal to comply with the provisions of this section shall result in the immediate cancellation of this Agreement by the City. B. The Firm shall additionally comply with Section 119.0701, Florida Statutes, including without limitation: (1) keep and maintain public records that ordinarily and necessarily would be required by the City to perform this service; (2) if required, provide the public with access to public records on the same terms and conditions as the City would at the cost provided by Chapter 119, Florida Statutes, or as otherwise provided by law; (3) ensure that public records that are exempt or confidential and exempt from disclosure are not disclosed except as authorized by law; (4) meet all requirements for retaining public records and transfer, at no cost, to the City all public records in its possession upon termination of this Agreement and destroy any duplicate public records that are exempt or confidential and exempt from disclosure requirements; and, (5) provide all electronically stored public records that must be provided to the City in a format compatible with the City's information technology systems. Notwithstanding the foregoing, the Firm shall be permitted to retain any public records that make up part of its work product solely as required for archival purposes, as required by law, or to evidence compliance with the terms of the Agreement. C. SHOULD THE FIRM DETERMINE TO DISPUTE ANY PUBLIC ACCESS PROVISION REQUIRED BY FLORIDA STATUTES, THEN THE FIRM SHALL DO SO AT ITS OWN EXPENSE AND AT NO COST TO THE CITY. IF THE FIRM HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE FIRM'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THE CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (305) 416- 1800, VIA EMAIL AT PUBLICRECORDS(PiMIAMIGOV.COM, OR REGULAR MAIL AT CITY OF MIAMI OFFICE OF THE CITY ATTORNEY, 444 SW 2ND AVENUE, 9TH FLOOR, MIAMI, FL 33130. THE CONSULTANT MAY ALSO CONTACT THE RECORDS CUSTODIAN AT THE CITY OF MIAMI DEPARTMENT WHO IS ADMINISTERING THIS CONTRACT. 6. NO CONFLICT OF INTEREST. Pursuant to the City of Miami Code Section 2-611, as amended ("City Code"), regarding conflicts of interest, the Firm hereby certifies to the City that no individual member of the Firm, no employee, and no subcontractor under this Agreement nor any immediate family member of any of the same is also city employee or a member of any board, commission, or agency of the City. The Firm hereby represents and warrants to the City that throughout the term of this Agreement, the Firm, its employees, and its subcontractors will abide by this prohibition of the City Code. The Firm additionally agrees during the term of this Agreement not to serve as a paid expert witness, affiant or otherwise furnish evidence adverse to the City in a Claim brought against the City by any third party. City of Miami, Florida March 4, 2026 Page 12 7. VENUE. This Agreement shall be construed and enforced according to the laws of the State of Florida. Venue in any proceedings between the parties shall lie exclusively in the state and federal courts located in Miami -Dade County, Florida. For any disputes arising under this Agreement, excluding those regarding the Firm's indemnification obligations, each party shall bear its own attorney's fees. Each party waives any defense, whether asserted by motion, memorandum, or pleading, that the aforementioned courts are an improper or inconvenient venue. Moreover, the parties' consent to the personal jurisdiction of the aforementioned courts and irrevocably waive any objections to said jurisdiction. 8. NOTICES. All notices or other communications required under this Agreement 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 THE FIRM: Moises D. Ariza, CPA, CGMA CBIZ CPAs P.C. One SE Third Ave., Ste. 1100 Miami, FL 33131 TO THE CITY OF MIAMI: James Reyes City Manager 444 SW 2nd Avenue, loth Floor Miami, FL 33130 George K. Wysong III City Attorney 444 SW 2nd Avenue, 9th Floor Miami, FL 33130 David Ruiz Interim Director Risk Management Department One Flagler Building 14 NE 1st Ave., 2nd Floor, Miami, FL 33132 Annie Perez, CPPO Director/Chief Procurement Officer 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 9. INSURANCE. A. The Firm shall, at all times during the term hereof, maintain such insurance coverage(s) as may be required by the City. The insurance coverage(s) required as of the Effective Date of this Agreement are attached hereto as Exhibit "A" and incorporated herein by this reference. The City's agreement and title number must appear on each certificate of insurance. The Firm shall add the City of Miami as an additional insured to its commercial general liability, and auto liability policies, and as a named certificate holder on all policies. The Firm shall correct any insurance City of Miami, Florida March 4, 2026 Page 13 certificates as requested by the City Risk Management Director. All such insurance, including renewals, shall be subject to the approval of the City for adequacy of protection and evidence of such coverage(s) and shall be furnished to the City Risk Management Director on Certificates of Insurance indicating such insurance to be in force and effect and any cancelled or non -renewed policy will be replaced with no coverage gap and a current Certificate of Insurance will be provided. Completed Certificates of Insurance shall be filed with the City prior to the performance of Services hereunder, provided, however, that the Firm shall at any time upon request file duplicate copies of the Certificate of Insurance with the City. B. If, in the judgment of the City, prevailing conditions warrant the provision by the Firm of additional liability insurance coverage or coverage which is different in kind, the City Risk Management Director reserves the right to require the provision by the Firm of an amount of coverage different from the amounts or kind previously required and shall afford written notice of such change in requirements thirty (30) days prior to the date on which the requirements shall take effect. Should the Firm fail or refuse to satisfy the requirement of changed coverage within thirty (30) days following the City's written notice, this Agreement shall be considered terminated on the date that the required change in policy coverage would otherwise take effect. C. The Firm understands and agrees that any and all liabilities regarding the use of any of the Firm's employees or any of the Firm's subcontractors for Services related to this Agreement shall be borne solely by the Firm throughout the term of this Agreement and that this provision shall survive the termination of this Agreement. The Firm further understands and agrees that insurance for each employee of the Firm and each subcontractor providing Services related to this Agreement shall be maintained in good standing and approved by the City Risk Management Director throughout the duration of this Agreement. D. The Firm shall be responsible for assuring that the insurance certificates required under this Agreement remain in full force and effect for the duration of this Agreement, including any extensions hereof. If insurance certificates are scheduled to expire during the term of this Agreement and any extension hereof, the Firm shall be responsible for submitting new or renewed insurance certificates to the City Risk Management Director as soon as coverages are bound with the insurers. In the event that expired certificates are not replaced, with new or renewed certificates which cover the term of this Agreement and any extension thereof: (i) the City shall suspend this Agreement until such time as the new or renewed certificate(s) are received in acceptable form by the City Risk Management Director; or (ii) the City may, at its sole discretion, terminate the Agreement for cause and seek re - procurement damages from the Firm in conjunction with the violation of the terms and conditions of this Agreement. E. Compliance with the foregoing requirements shall not relieve the Firm of its liabilities and obligations under this Agreement. 10. INDEMNIFICATION. A. CBIZ CPAs shall indemnify, hold and save harmless, and defend (at its own cost and expense), the City, its officers, agents, directors, and/or employees, from all liabilities, damages, losses, judgements, and costs, including, but not limited to, reasonable attorney's fees, to the extent caused by the negligence, recklessness, negligent act or omission, or intentional wrongful misconduct of CBIZ CPAs and persons employed or utilized by CBIZ CPAs in the performance of this Contract. B. The indemnification provided above shall obligate the Firm to defend, at its own expense, to and through trial, mediation, arbitration, administrative, regulatory, appellate, supplemental or bankruptcy proceedings, or to provide for such defense, at the City's option, any and all claims of City of Miami, Florida March 4, 2026 Page 14 liability and all suits and actions of every name and description which may be brought against the City, whether performed by the Firm, or persons or entities employed or utilized by the Firm. C. These duties will survive the cancellation or expiration of this Agreement. This Section will be interpreted under the laws of the State of Florida, including without limitation and interpretation, which conforms to the limitations of Sections 725.06 and/or 725.08, Florida Statutes, as they may be applicable, and as they may be amended. D. The Firm shall require all subcontractor agreements to include a provision that each subcontractor will indemnify, hold harmless and defend the City in substantially the same language as this Section. The Firm agrees and recognizes that the City shall not be held liable or responsible for any claims which may result from any actions or omissions of the Firm in which the City participated either through review or concurrence of the Firm's actions. In reviewing, approving, or rejecting any submissions by the Firm or other acts of the Firm, the City, in no way, assumes or shares any responsibility or liability of the Firm or subcontractor under this Contract. E. Ten dollars ($10) of the payments made by the City constitute separate, distinct, and independent consideration for the granting of this indemnification, the receipt and sufficiency of which is voluntarily and knowingly acknowledged by the Firm. 11. ELECTRONIC SIGNATURES / COUNTERPARTS. This Agreement may be executed in three (3) or more counterparts, each of which shall constitute an original, but all of which, when taken together, shall constitute one and the same agreement. This Agreement may be executed in counterparts, 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. 12. PURCHASE ORDER PROVISIONS. The parties agree that the Firm is not providing goods under this Statement of Work. The parties also agree that the following provisions of the Purchase Order are deleted in their entirety: Section 10 (Warranty); Section 12 (Royalties and Patents); Section 13 (Payment); Section 23 (Uniform Commercial Code) and Section 25 (Bonding). Exhibit A to this Agreement shall supersede and replace Section 24 (Insurance) of the Purchase Order for purposes of this Statement of Work. 13. ENTIRE AGREEMENT. This Agreement constitutes the sole and entire Agreement between the parties hereto. No modification or amendment hereto shall be valid unless in writing and executed by properly authorized representatives of the parties hereto. Except as otherwise set forth in "Termination" above, the City Manager shall have the sole authority to extend, amend, or modify this Agreement on behalf of the City. All changes and/or modifications to this Agreement shall be approved in advance and in writing by the Office of the City Attorney as to legal form and correctness, and executed in writing by the City and the Contractor. City of Miami, Florida March 4, 2026 Page 15 SIGNATURE PAGE FOLLOWS City of Miami, Florida March 4, 2026 Page 16 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: Notary Title: ATTEST: By: BRAHDEN LOPEZ = Notary Public- State of Florida e Commission # HH 527815 11 My Comm. Expires Jun 4, 2028 Signed by: Todd B. Hannon City Clerk APPROVED AS TO LEGAL FORM AND CORRECTNESS: By: oocuS„nea by: Gt,orl, Riso48877.9.88.88 III DSn tli LF George K. Wysong III 26-715 City Attorney "Firm" CBIZ CPAs P.C. Title: Shareholder "Client — City of Miami" CITY OF MIAMI, a Florida municipal corporation ea by: By: James Reyes City Manager APPROVED AS TO INSURANCE REQUIREMENTS: By: tun 5.0 David Ruiz, Interim Director Risk Management City of Miami, Florida March 4, 2026 Page 17 CERTIFIED RESOLUTION CBIZ CPAs P.C. I, Moises D. Ariza, a Shareholder of CBIZ CPAs P.C. ("CBIZ CPAs P.C. "), a Foreign Professional Company organized under the laws of the State of Missouri, with its primary place of business at 5 Bryant Park 1065 Avenue of Americas, New York, NY 10018, hereby certify that the following is a true and complete. As used in this resolution, the term "Shareholder" 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: Shareholder Signature: IN WITNESS WHEREOF, t 4th day of March , 2026. State of FLORIDA County of Miami -Dade Sworn to (or affirmed) and subscribed before presence or 0 online notarization, this 4th 2026 by Moises Ariza to me or © produced a me by means of +i physical day of March , who M is personally- known as identification, regarding the attached instrument described as: and to whose signature this notarization applies. BRANDEN LOPEZ Notary Public - State of Florida 41 Commission 4 HH 527815 °F { ' My Comm. Expires Jun 4, 2028 Branden Lopez notary pubk pitted name City of Miami, Florida March 4, 2026 Page 18 EXHIBIT A INSURANCE REQUIREMENTS AND CERTIFICATE(S) OF INSURANCE I. Commercial General Liability A. Limits of Liability Bodily Injury and Property Damage Liability Each Occurrence $1,000,000 General Aggregate Limit $2,000,000 Personal and Adv. Injury $1,000,000 Products/Completed Operations $1,000,000 B. Endorsements Required City of Miami listed as additional insured Primary Insurance Clause Endorsement Contingent Exposures Included II. Business Automobile Liability A. Limits of Liability Bodily Injury and Property Damage Liability Combined Single Limit Owned/Scheduled Autos Including Hired, Borrowed or Non -Owned Autos Any One Accident $ 1,000,000 B. Endorsements Required City of Miami listed as an additional insured III. Worker's Compensation Limits of Liability Statutory -State of Florida Waiver of Subrogation Employer's Liability A. Limits of Liability $1,000,000 for bodily injury caused by an accident, each accident $1,000,000 for bodily injury caused by disease, each employee $1,000,000 for bodily injury caused by disease, policy limit IV. Professional/E&O/Cyber Liability City of Miami, Florida March 4, 2026 Page 19 Combined Single Limit Each Claim $1,000,000 Policy Aggregate $1,000,000 V. Umbrella Liability Each Occurrence Policy Aggregate $1,000,000 $2,000,000 City of Miami listed as additional insured. Umbrella is excess over general liability and auto policies. Companies authorized to do business in the State of Florida, with the following qualifications, shall issue all insurance policies required above: The company must be rated no less than "A-" as to management, and no less than "Class V" as to Financial Strength, by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent. All policies and /or certificates of insurance are subject to review and verification by Risk Management prior to insurance approval. 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: Signature of Officer: Office Address: ne Southeast Tk(rrd Managing Director Suite 1100, Miami, FL 33131 Email Address: Moises.Ariza@cbiz.com FEIN No. 2/0. 8/ 1/4/2/9/5/0 STATE OF FLORIDA COUNTY OF MIAMI-DADE Main Phone Number: 305-995-9600 The foregoing instrument was sworn to and subscribed before me by means of physical presence or O online notarization, this 20 day of June. 2025 by Moises D. Riza , as the authorized offic or representative for the nongovernmental entity.. gshe is personally known to m3or has produced as identification. (NOTARY PUBLIC SEAL) My Commission Expires: Signature of Pers Branden Lopez 0 ;ir i£ Taki Oath (Printed, Typed, or Stamped Name of Notary Public) r BRANDEN LOPEZ MY COMMISSION # NH 527815 EXPIRES: June 4, 2028 Client#: 2372 CBIZINC ACORDT,, CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)9/24/2025 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 No, Ext): (A/C, No): E-MAIL ADDRESS: Iweeks@cbiz. com 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 Independence, OH 44131 INSURER B : The Continental Insurance Company 35289 INSURER C: American Casualty Company of Reading 20427 INSURER D : 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 INED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER P UMENT 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 (MM/DD/YYYY) POLICY EXP /Y (MM/DDYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY 7034653540 09/30/2025 09/30/2026 EACH OCCURRENCE $1,000,000 CLAIMS -MADE X OCCUR PREMISESO(Ea RENTED $100,000 MED EXP (Any one person) $15,000 PERSONAL & ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 POLICY X JECT X LOC PRODUCTS - COMP/OPAGG $2,000,000 OTHER: $ A AUTOMOBILE LIABILITYCOBNE 60816338334Q 09/30/2025 09/30/2026 MaccIidentD)SINGLE LIMIT (Ea $1,000,000 X ONY AUTO 1/ BODILY INJURY (Per person) $ OWNED AUTOS ONLY SCHEDULED AUTOS '� BODILY INJURY (Per accident) $ X AUTOS ONLY X NONOS OWNONLY ED AUT� V, _ O PROPERTY DAMAGE (Per accident) $ irsiss $ B x UMBRELLA LIAB X OCCUR 7034502040. 09/30/2025 09/30/2026 EACH OCCURRENCE $25,000,000 EXCESS LIAB CLAIMS -MADE AGGREGATE $25,000,000 DED RETENTION $ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY WC672461232 09/30/2025 09/30/2026 X PER STATUTE OTH- ER ER Y $1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE WC672461246CA 09/30/2025 09/30/2026 E.L. EACH ACCIDENT OFFICER/MEMBER EXCLUDED? (Mandatory in NH) ! N A E.L. DISEASE - EA EMPLOYEE $1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below 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) City of Miami is included as additional insured as respects to General and Auto liability on a primary and non-contributory basis as required by written contract. CERTIFICATE HOLDER CANCELLATION City of Miami c/o Procurement Department 444 SW 2nd Avenue, 6th Floor, RFQ #1782387 Miami, FL 33130 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 CBIZ Insurance Servces, nc. ACORD 25 (2016/03) 1 of 1 #54780814/M4780748 © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD ORSG ___..---, ® �`� o CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 10/31/2025 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 Offi ce 200 East Randolph Chicago IL 60601 USA CONTACT NAME:PHONE (A/C.No. Ext): (312) 381-1000 FAX 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: 570116468811 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) ROLICY EXP SMM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY �- .Ql 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:allik POLICY ❑PRO ❑ LOC JECT OTHER: GENERAL AGGREGATE PRODUCTS -COMP/OP AGG AUTOMOBILE LIABILITYCOMBINED AUTO`OBODILY OWNEDSCHEDULED A AUTOS NON -OWNED �� V SI �' (Eakl/'ll4VSINGLE LIMIT INJURY (Per person) BO ILY INJflANY BODILY INJURY (Per accident) PROPERTY DAMAGE (Per accident) UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE N 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 ORH- E.L. EACH ACCIDENT E.L. DISEASE -EA EMPLOYEE E.L. DISEASE -POLICY LIMIT A Accountants Liability LR003YH25 11/01/2025 11/01/2026 Limit $5,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Full prior acts coverage included with policy. CERTIFICATE HOLDER CANCELLATION City of Miami c/o Procurement Department 444 SW 2nd Avenue, 6th Floor RFQ # 1782387 Miami, FL 33130 USA 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 Mae tfweeed Holder Identifier : co Lo 0 Certificate No ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD De Vito, Daniel From: Gomez Jr., Francisco (Frank) Sent: Monday, December 8, 2025 11:32 AM To: De Vito, Daniel Cc: Quevedo, Terry; Codio, Charice; Simpson, Andre; De Los Santos, Jesly Subject: RE: Omni CRA - CBIZ Hello Danny, The PL COI is adequate. Thanks, Frank Gomez, PIAM, CPI Property & Casualty Manager City of Miami Risk Management 14 N.E. 1st Avenue 2nd Floor Miami, Florida 33132 (305) 416-174o Office (305) 416-176o Fax fg0MeZ@MiaMigov.com 4qC4 "Serving, Enhancing, and Transforming our Community" From: De Vito, Daniel <DaDeVito@miamigov.com> Sent: Monday, December 8, 2025 11:25 AM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com> Cc: Quevedo, Terry <TQuevedo@miamigov.com>; Codio, Charice <ChCodio@miamigov.com>; Simpson, Andre 1 <ASimpson@miamigov.com>; De Los Santos, Jesly <JDeLosSantos@miamigov.com> Subject: RE: Omni CRA - CBIZ Good morning Frank, Please see attached updated PL COI from vendor. Thank you, Daniel De Vito Procurement Contracting Officer City of Miami Department of Procurement 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 Office (305) 416-1916 — Fax (305) 400-5075 Email: dadevitoRmiamigov.com Helpful Links: For vendor registration click Here For current solicitations please Visit our Solicitation Page Current contracts can be viewed by Visiting our Contract Database For solicitations in the Cone of Silence please visit our Cone of Silence Webpage From: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com> Sent: Wednesday, December 3, 2025 11:59 AM To: De Vito, Daniel <DaDeVito@miamigov.com> Cc: Quevedo, Terry <TQuevedo@miamigov.com>; Codio, C4arice < h dio@miamigov.com>; Simpson, Andre <ASimpson@miamigov.com>; De Los Santos, Jesly < .sSant. C amigov.com> (</ 9,0 V' Ce \ Subject: RE: Omni CRA - CBIZ Good morning Danny, Please provide the PL COI when you have a moment. Thanks, Frank Gomez, PIAM, CPII Property & Casualty Manager City of Miami Risk Management 14 N.E. 1st Avenue 2nd Floor Miami, Florida 33132 (305) 416-174o Office (305) 416-176o Fax fg0MeZ@MiaMigov.com 2 "Serving, Enhancing, and Transforming our Community" From: De Vito, Daniel <DaDeVito@miamigov.com> Sent: Wednesday, December 3, 2025 11:56 AM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com> Cc: Quevedo, Terry <TQuevedo@miamigov.com>; Codio, Charice <ChCodio@m mi .com>; Simpson, Andre <ASimpson@miamigov.com>; De Los Santos, Jesly <JDeLosSantos@miamigov.{. Subject: RE: Omni CRA - CBIZ Good morning Frank, Please see attached previously approved COIs through :v 30-2026 and advise. Thank you, Daniel De Vito Procurement Contracting Officer City of Miami Department of Procurement 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 Office (305) 416-1916 — Fax (305, Email: dadevito Helpful Links: For vendor registration click Here For current solicitations please Visit our Solicitation Page Current contracts can be viewed by Visiting our Contract Database For solicitations in the Cone of Silence please visit our Cone of Silence Webpage R;g5075 From: De Los Santos, Jesly <JDeLosSantos@miamigov.com> Sent: Wednesday, December 3, 2025 10:55 AM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com> Cc: Quevedo, Terry <TQuevedo@miamigov.com>; Codio, Charice <ChCodio@miamigov.com>; Simpson, Andre <ASimpson@miamigov.com>; De Vito, Daniel <DaDeVito@miamigov.com> Subject: RE: Omni CRA - CBIZ Thank you, Frank. Danny, please find the attached email and draft agreement for your reference. Best regards, 3 Omni C R A Jesly De Los Santos Executive Assistant Omni Community Redevelopment Agency 1401 N. Miami Avenue, 2"d Floor (305) 679-6856 Idelossantos@miamigov.com From: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com> Sent: Wednesday, December 3, 2025 10:13 AM To: De Los Santos, Jesly <JDeLosSantos@miamigov.com> Cc: Quevedo, Terry <TQuevedo@miamigov.com>; Codio, Charice <ChCodio@miamigov.corr>; Simpson, Andre <ASimpson@miamigov.com>; De Vito, Daniel <DaDeVito@miamigov.com> Subject: RE: Omni CRA - CBIZ Hello Jesly, Looping in Danny from Procurement regarding COI on file. 00 Thanks,Ost n Frank Gomez, PIAM, CPII Property & Casualty Manager City of Miami Risk Management 14 N.E. 1st Avenue 2nd Floor Miami, Florida 33132 (305) 416-174o Office (305) 416-176o Fax fgomez@miamigov.com "Serving, Enhancing, and Transforming our Community" 4 From: De Los Santos, Jesly <JDeLosSantos@miamigov.com> Sent: Wednesday, December 3, 2025 10:03 AM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com> Cc: Quevedo, Terry <TQuevedo@miamigov.com>; Codio, Charice <ChCodio@miamigov.com>; Simpson, Andre <ASimpson@miamigov.com> Subject: FW: Omni CRA - CBIZ Importance: High Good afternoon Frank, hope you're doing well. Please see the email below regarding this agreement's insurance requirements and the attached email. Could you confirm if we are okay to proceed with what was provided to the City? If so, would you kindly provide us with a copy of the certificates at your earliest convenience? Thank you for your assistance, and please let me know if you have any feedback. Best regards, /' Omni C R A Jesly De Los Santos Executive Assistant Omni Community Redevelopment Agency jdelossantos@miamigov.com From: Ariza, Moises <Moises.Ariza@cbiz.com> Sent: Wednesday, December 3, 2025 9:53 AM To: De Los Santos, Jesly <JDeLosSanto@miamigov.com> Cc: Suarez, Carlos I <CSuarez@miamigov.com>; Codio, Charice <ChCodio@miamigov.com>; Burton, Robert <Robert.Burton@cbiz.com>; Simpson, Andre <ASimpson@miamigov.com> Subject: RE: Omni CRA - CBIZ Importance: High CAUTION: This is an email from an external source. Do not click links or open attachments unless you recognize the sender and know the content is safe. Good morning Jelsy — Hope all is well. Our insurance certificates were approved by the City already through September 30, 2026. Please see attached . Moises D. Ariza, CPA, CGMA Southeast Public Sector Leader Managing Director, CBIZ Shareholder, CBIZ CPAs P.C. Moises.Arizaacbiz.com 5 From: De Los Santos, Jesly <JDeLosSantos@miamigov.com> Sent: Thursday, November 20, 2025 5:02 PM To: Ariza, Moises <Moises.Ariza@cbiz.com> Cc: Ignacio Suarez, Carlos <CSuarez@miamigov.com>; Codio, Charice <ChCodio@miamigov.con >; Burton, Robert <Robert.Burton@cbiz.com>; Simpson, Andre <ASimpson@miamigov.com> Subject: [ EXT ] RE: Omni CRA - CBIZ Good afternoon Moises, hope you're doing well. I'm following up to confirm you received my previous email. Please let us know if there are any updates on the amended COIs or if you have any feedback regarding the revisions to the agreement. Best regards, Nita Omni C R A Jesly De Los Santos Executive Assistant Omni Community Redevelopment Agency 1401 N. Miami Avenue, 2nd Floor (305) 679-6856 mil' idelossantos@miamigov.com From: De Los Santos, Jesly Sent: Thursday, November 13, 2025 10:11 AM To: Ariza, Moises <Moises.Ariza@cbiz.com> Cc: Ignacio Suarez, Carlos <CSuarez@miamigov.com>; Codio, Charice <ChCodio@miamigov.com>; Burton, Robert <Robert.Burton@cbiz.com>; Simpson, Andre <ASimpson@miamigov.com> Subject: RE: Omni CRA - CBIZ Good morning Moises, Thank you for following up. I've included our new Executive Director, Carlos Ignacio Suarez, on this thread. Yes, we are still in need of these services. However, please note that the City Attorney's Office requested revisions to the scope of work, as the version submitted included terms and conditions that conflicted with other sections of the agreement. Additionally, it appears we have not yet received the amended COIs following Risk Management's feedback, noted below for your convenience: "Please have the COI revised to reflect the City and CRA as additional insureds with respect to general liability on a primary and non-contributory basis. In addition, the professional/cyber lines of coverage must include a retroactive date, as applicable." 6 Attached, please find the revised agreement for your review. Kindly let us know if you have any updates or if you'd like to schedule a conversation with our Executive Director to discuss next steps. Best regards, Omni C R A Jesly De Los Santos Executive Assistant Omni Community Redevelopment Agency 1401 N. Miami Avenue, 2"d Floor (305) 679-6856 jdelossantos@miamigov.com From: Ariza, Moises <Moises.Ariza@cbiz.com> Sent: Thursday, November 6, 2025 8:29 AM To: De Los Santos, Jesly <JDeLosSantos@miamigov.com> Cc: Jones, Isiaa <IsJones@miamigov.com>; Codio, Charice <ChCodio@miamigc <Robert.Burton@cbiz.com>; Simpson, Andre <ASimpson@miamigov.corrr> Subject: Omni CRA - CBIZ >; Burton, Robert CAUTION: This is an email from an external source. Do not click links or open attachments unless you recognize the sender and know the content is safe. Good morning Jesly — Hope all is well. I wanted to follow up, as we have not received anyt updates F om your end. Could you please let us know if the CRA still intends to move forward with the serviQ1%,.1 Moises D. Ariza, CPA, CGMA Southeast Public Sector Leader Managing Director, CBIZ Shareholder, CBIZ CPAs P.C. Moises.Arizaacbiz.com " Ng/ 7 Olivera, Rosemary From: Gandarilla, Aimee Sent: Thursday, March 19, 2026 12:17 PM To: Hannon, Todd Cc: Olivera, Rosemary; Brown, Sadie; Fossler, Thomas; Johnson, Antiwonesha; Ewan, Nicole Subject: Engagement Letter CBIZ CPAs P.C. (Matter 26-715) Attachments: Engagement Letter CBIZ CPAs P.C. (Matter 26-715).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. Antiwonesha: Please close Matter 26-715. Thank you, Aimee Cjainciani ia, Procurement Assistant City of Miami Procurement Department 444 SW 2nd Avenue, 6th floor, Miami, FL 33130 P (305) 416-1906 F (305) 400-5073 E agandarilla@miamigov.com "Serving, Enhancing, and Transforming our Community" i