Legislation Details

File #: 2024-6116    Version: 1 Name:
Type: Consent Item - Regular Status: Agenda Ready
File created: 5/29/2024 In control: Board of County Commissioners
On agenda: 6/25/2024 Final action:
Title: 24-382, Approve Ranking, Annual Financial Audit - Constitutional Officers
Attachments: 1. 24-382 Tabsheet, 2. 24-382 Ashley Brown & Smith CPA's, P.A., 3. 24-382 Purvis Gray and Company LLP, 4. 24-382 Clifton Larson Allen LLP, 5. 24-382 RFP Package
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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DEPARTMENT MAKING REQUEST

Budget & Admin Services

 

Title
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24-382, Approve Ranking, Annual Financial Audit - Constitutional Officers

 

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REQUESTED MOTION/ACTION

 

recommendation

Recommended Action:

a) Approve the ranking of firms for Request for Proposal 24-382, Annual Financial Audit - Constitutional Officers: 1st Ashley, Brown & Smith, CPA’s of Punta Gorda, Florida; 2nd Purvis, Gray and Company, LLP of Sarasota, Florida; and 3rd Clifton Larson Allen LLP of Fort Myers, Florida; and

b) Approve start of negotiations; and

c) Authorize the Chairman to sign the Contract after completion of negotiations.

This is for professional Annual Financial Audit Services for the Constitutional Officers, as required by Florida Statute 11.45.

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budget

Budgeted Action:

No action needed. Budgeted in the General Fund - BCC Control budget to be approved in the FY2025 budget process. Funding for this expenditure comes from General Fund ad valorem revenues.

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BACKGROUND (Why is this Action Necessary, and What Action will be accomplished)

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Background: 

This is for professional Annual Financial Audit Services for the Constitutional Officers, as required by Florida Statute 11.45.

 

Five proposals were received and evaluated by the Professional Services Committee consisting of:

Ken Doherty, County Commissioner, District 1 for the Board of County Commissioners

Roger D. Eaton, Charlotte County Clerk of the Circuit Court and County Comptroller

William Prummell, Charlotte County Sheriff

Paul L. Polk, Charlotte County Property Appraiser

Vickie L. Potts, Charlotte County Tax Collector

Leah Valenti, Charlotte County Supervisor of Elections

 

A copy of the top three proposals are attached along with a breakdown of the ranking.

 

 

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