Broward County Commission Regular Meeting
Director's Name: Stephen Farmer (Acting Director)
Department: Finance and Administrative Services Division: Purchasing
Information
Requested Action
title
MOTION TO APPROVE Agreements between Broward County and A.L. Jackson & Company, P.A.; Carr, Riggs & Ingram, LLC; Forvis Mazars, LLP; HCT Certified Public Accountants & Consultants, LLC; and S. Davis & Associates, P.A.; for a Qualified Vendors List (QVL) for Certified Public Accountant Services, Bid No. GEN2130807B1, for the Accounting Division, in the aggregate maximum not-to-exceed amount of $1,250,000 for each vendor, for a five-year term.
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Why Action is Necessary
In accordance with the Broward County Procurement Code, Section 21.47, Award and Execution Authority, the Board shall make all awards, and authorize the execution of the associated contracts, with a value of more than $500,000, inclusive of the value of any renewals or extensions.
What Action Accomplishes
Provides for a pre-qualified pool of certified public accounting firms for accounting and related financial services, on an as-needed basis.
Goal Related Icon(s)
N/A County Commission
N/A Go Green
N/A MAP Broward
Previous Action Taken
None.
Summary Explanation/Background
THE PURCHASING DIVISION AND THE FINANCE AND ADMINISTRATIVE SERVICES DEPARTMENT/ACCOUNTING DIVISION RECOMMEND APPROVAL OF THE ABOVE MOTION.
The Office of Economic and Small Business Development (OESBD) designated the solicitation as a County Business Enterprise (CBE) reserve opportunity. A.L. Jackson & Company, P.A.; HCT Certified Public Accountants & Consultants, LLC; and S. Davis & Associates, P.A. are certified CBE firms. Carr, Riggs & Ingram, LLC and Forvis Mazars, LLP are not certified CBE firms but committed to a CBE participation goal of 25% (Exhibit 1).
The Agreements provide for auditing and related accounting services on an as-needed basis for the Accounting Division and various other Broward County agencies that may have need of these services (Exhibits 2-6).
Pursuant to Section 21.51(b) of the Procurement Code, the Purchasing Director may establish Qualified Lists of Vendors or Qualified Lists of Products for various goods or services. Services shall be performed pursuant to Work Authorizations.
Nine vendors submitted responses to the solicitation. Five vendors were determined to be responsive and responsible. The following three vendors were determined to be non-responsible due to not possessing the required Certified Public Accountant license at the time of the solicitation due date: Adler Charles Services, Inc.; Berry & Associates, LLC DBA Berry; and TMS Sage Consulting, LLC. One vendor, Absolute Accounting and Business Solutions, Inc., was deemed non-responsible for failure to provide verification of compliance with the minimum insurance requirements.
The Accounting Division has reviewed the bids submitted by the five vendors and concurs with the recommendations for award (Exhibit 7). No County vendor performance evaluations were completed for any of the five firms.
The initial Agreement period begins on the date of execution and terminates five years from that date.
Source of Additional Information
Robert E. Gleason, Director, Purchasing Division, (954) 357-6070
Fiscal Impact
Fiscal Impact/Cost Summary
The five open-end contracts have a total not to exceed amount of $6,250,000 over a potential five-year period. The funds estimated for the current Fiscal Year are included in the current Fiscal Year budget.
Requisition No. ACC0000316