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City of Sunny Isles Beach <br />Minutes for Evaluation Committee Meeting <br />Re: RFP 22-02-01 Professional Independent Auditing Services <br />18070 Collins Avenue, 4th Floor East, Sunny Isles Beach, FL 33160 <br />Friday, March 11, 2022 at 10:30 a.m. <br /> <br /> <br />PRESENT: Vice Mayor Jeniffer Viscarra <br /> Tiffany Neely, Director of Finance <br /> Robert Marksmeier, Assistant Director Finance <br /> Genesis Cuevas, Purchasing Admin <br />Marline PierreSaint, Assistant City Clerk <br />Norman S. Edelcup - Member <br />Lew Thaler - Member <br /> <br />Introduction: <br /> <br />Vice Mayor Viscarra opened discussion re: <br /> <br />• Goals <br />• Evaluation packets <br />• Choosing new auditors <br /> <br />Genesis Cuevas retrieved conflict of interest forms from members: <br /> <br />• Introduced auditing firms, 1 National Firm, 1 Regional Firm and 1 Small Firm <br /> <br />• Discussed rating sheets for proposals and the scoring system, max score 100 points. <br /> <br />• Caballero Fierman Llerena + Garcia LLP, did not follow instructions. <br /> <br />o Proof of insurance <br />o Pg. 7. Criteria, firm met criteria, awarded 30 points <br />o Rank 3rd, didn’t follow instructions <br />o Qualifications, 30 points <br />o Cost of Service, 5 points <br />o Pg. 8, Qualifications, max <br /> <br />Thaler: <br /> <br />• 1 of the firms worked with Sunny Isles Beach before, they have more knowledge and <br />experience working with the City. <br /> <br />Tiffany: <br /> <br />• They were good, they did 7 years. <br />• Could use a fresh set of eyes <br />• Worked w/ Marcum, they’re Global and a lit bit more costly, but just as good as <br />Keefe, the other firm is smaller and we don’t know their resources. <br /> <br /> <br />