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Scoring Summary Sheet Combination Initial and Final Evaluation Meeting R2112554P2 External Audit Services May 30, 2017 Firm Name George Tablack Kathie-Ann Ulett Helena James- Rendleman Linda Levinson Michael Novar Total Ranking BCA Watson Rice LLP 66.00 79.00 67.00 93.00 71.00 376.00 4 Cherry Bekaert LLP 94.50 82.50 81.50 91.50 87.50 437.50 2 RSM US LLP 96.97 95.97 89.97 96.97 96.97 476.85 1 S. Davis & Associates, P.A. 84.61 82.61 69.61 94.61 88.61 420.05 3 115 S. Andrews Avenue, Room GC430, Fort Lauderdale, FL 33301
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External Audit Services - Broward County, Florida · External Audit Services May 30, 2017 ... 115 S. Andrews Avenue, Room GC430, Fort Lauderdale, ... {p,q'f

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Page 1: External Audit Services - Broward County, Florida · External Audit Services May 30, 2017 ... 115 S. Andrews Avenue, Room GC430, Fort Lauderdale, ... {p,<strong>q</strong>'f

Scoring Summary SheetCombination Initial and Final Evaluation Meeting

R2112554P2External Audit Services

May 30, 2017

Firm Name George Tablack Kathie-Ann Ulett Helena James-Rendleman Linda Levinson Michael Novar Total Ranking

BCA Watson Rice LLP 66.00 79.00 67.00 93.00 71.00 376.00 4

Cherry Bekaert LLP 94.50 82.50 81.50 91.50 87.50 437.50 2

RSM US LLP 96.97 95.97 89.97 96.97 96.97 476.85 1

S. Davis & Associates, P.A. 84.61 82.61 69.61 94.61 88.61 420.05 3

115 S. Andrews Avenue, Room GC430, Fort Lauderdale, FL 33301

Page 2: External Audit Services - Broward County, Florida · External Audit Services May 30, 2017 ... 115 S. Andrews Avenue, Room GC430, Fort Lauderdale, ... {p,<strong>q</strong>'f

Scoring Sheet

Combination Initial and Final Evaluation Meeting

R2112554P2 External Audit Services

May 30, 2017

115 S. Andrews Avenue, Room GC430, Fort Lauderdale, FL 33301

Evaluation Criteria - Project Specific Criteria Maximum BCA Watson Cherry Bekaert RSM US LLP

(Complete text of questions provided separately) Points Rice LLP LLP

I. ABILITY OF PROFESSIONAL PERSONNEL (Total Maximum 30 Points)

See Evaluation Criteria - question 1 15 /() )Li !< See Evaluation Criteria - question 2 10 7 /() ID See Evaluation Criteria - question 3 5 _j-- .!:,..- s-

II. ABILITY to FURNISH the REQUIRED SERVICES/PROJECT APPROACH

(Total Maximum 30 Points)

See Evaluation Criteria - question 4 10 -3 9 } /j

See Evaluation Criteria - question 5 5 .1 -_!::> -~

See Evaluation Criteria - question 6 5 3 ~ -..r See Evaluation Criteria - question 7 5 L/ s-- ~

I

See Evaluation Criteria - question 8 5 L/ s- ..5-I

Ill. EXPERIENCE/PAST PERFORMANCE - COMPANY PROFILE for PRIME and SUBCONTRACTORS

(Total Maximum 20 Points)

See Evaluation Criteria - question 9 10 ,_.] 9 In '

See Evaluation Criteria - question 1 O 10 s /6 /0 POINTS POINTS POINTS

IV. PRICE ENTERED BY ENTERED BY ENTERED BY PURCHASING PURCHASING PURCHASING

See Evaluation Criteria - Pricing 20 ~o I 1. 50 /{p,q'f TOTAL SCORE TOTAL SCORE TOTAL SCORE

CALCULATED BY CALCULATED BY CALCULATED BY PURCHASING PURCHASING PURCHASING

TOTAL SCORE WILL BE ENTERED BY PURCHASING Max 100 &; le qf,5 q~,q7 One Hundred

George Tablack

_/ ) ~ ,I A

Sign a~ / / /~ /~r ,,, L

v v

S. Davis & Associates, P.A.

JI ~

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~ s-L/ '"1--~

7 7 POINTS

ENTERED BY PURCHASING

/q,/p/ TOTAL SCORE

CALCULATED BY PURCHASING

~~, w I

Page 3: External Audit Services - Broward County, Florida · External Audit Services May 30, 2017 ... 115 S. Andrews Avenue, Room GC430, Fort Lauderdale, ... {p,<strong>q</strong>'f

Scoring Sheet Combinat ion Initial and Final Evaluation Meeting

R2112554P2 External Audit Services

May 30, 201 7

115 S. A ndrews Avenue, Room GC430, Fort Lauderdale, FL 33301

Evaluation C r iteria - Project Specific Criteria Max imum SCA Watson Cherry Bekaert RSM US LLP

(Complete text of questions provided separately) Points Rice LLP LLP

I. ABILITY OF PROFESSIONAL PERSONNEL (Total Maximum 30 Points)

See Evaluation Criteria - question 1 15 I() )'2. is See Evaluation Criteria - question 2 10 g 8 )0

See Evaluation Criteria - question 3 5 W- 5 s-II. ABILITY to FURNISH the REQUIRED

SERVICES/PROJECT APPROACH (Total Maximum 30 Points)

See Evaluation Criteria - question 4 10 (p / C{

See Evaluation Criteria - question 5 5 Ll 5 G See Evaluation Criteria - question 6 5 3 3 5 See Evaluation Criteria - question 7 5 5 ~ s See Evaluation Criteria - question 8 5 3 ~ 5

Ill. EXPERIENCE/PAST PERFORMANCE - COMPANY PROFILE for PRIME and SUBCONTRACTORS

(Total Maximum 20 Points)

See Evaluation Criteria - quest ion 9 10 7 8 10 See Evaluation Criteria - question 10 10 q \6 t o

POINTS POINTS POINTS IV. PRICE ENTERED BY ENTERED BY ENTERED BY

PURCHASING PURCHASING PURCHASING

See Evaluation Criteria - Pricing 20 ~o 17.50 /(.p,q1 TOTAL SCORE TOTAL SCORE TOTAL SCORE

CALCULATED BY CALCULATED BY CALCULATED BY PURCHASING PURCHASING PURCHASING

Max 100 ib~ 'l)~ ,50 '-fb ,51 ~1

- - -TOTAL SCORE WILL BE ENTERED BY PURCHASING I I .... I . , If - - 1 One Hundred .. . ....... r~ I 'V ' I rth0

.,___

/\Kathie-Ann Ul_:tt I

"' r-.J I \ ' I ) ~ ' Sign~ ~ ~L [ I J

/ )

( (/ ., \ v v I .v / ~ \J

S. Davis & Associates, P.A.

11

8' s-

7 s -::s w 3

7 10

POINTS ENTERED BY PURCHASING

,q,{p/ TOTAL SCORE

CALCULATED BY PURCHASING

,~' ~,, I - 1 r lk' )G;.;

'---

Page 4: External Audit Services - Broward County, Florida · External Audit Services May 30, 2017 ... 115 S. Andrews Avenue, Room GC430, Fort Lauderdale, ... {p,<strong>q</strong>'f

Scoring Sheet Combination Initial and Final Evaluation Meeting

R2112554P2 External Audit Services

May 30, 2017

115 S. Andrews Avenue, Room GC430, Fort Lauderdale, FL 33301

Evaluation Criteria - Project Specific Criteria Maximum SCA Watson Cherry Bekaert RSM US LLP

(Complete text of questions provided separately) Points Rice LLP LLP

I. ABILITY OF PROFESSIONAL PERSONNEL (Total Maximum 30 Points)

See Evaluation Criteria - question 1 15 g /( 13

See Evaluation Criteria - question 2 10 =t- g q See Evaluation Criteria - question 3 5 3 tr- s-

II. ABILITY to FURNISH the REQUIRED SERVICES/PROJECT APPROACH

(Total Maximum 30 Points)

See Evaluation Criteria - question 4 10 s- ~ 9 See Evaluation Criteria - question 5 5 3 - Lr <.S

See Evaluation Criteria - question 6 5 3 3 Lt-See Evaluation Criteria - question 7 5 3 ~

,,...,

~

5 3 {" -See Evaluation Criteria - question 8 ~ Ill. EXPERIENCE/PAST PERFORMANCE - COMPANY

PROFILE for PRIME and SUBCONTRACTORS (Total Maximum 20 Points)

See Evaluation Criteria - question 9 10 -~ ~ 10 See Evaluation Criteria - question 10 10 ';}· ~ q

POINTS POINTS POINTS IV. PRICE ENTERED BY ENTERED BY ENTERED BY

PURCHASING PURCHASING PURCHASING

See Evaluation Criteria - Pricing 20 ~ o I '1 .5 0 llt, . q1 TOTAL SCORE TOTAL SCORE TOTAL SCORE

CALCULATED BY CALCULATED BY CALCULATED BY PURCHASING PURCHASING PURCHASING

TOTAL SCORE WILL BE ENTERED BY PURCHASING Max 100 0 '7 <g /, 50 <tq,q '7 One Hundred

Helena James-Rendleman

Signature ~~AA J_ v l'V

v

S. Davis & Associates, P.A.

~

":t-3

~ 4-J 4-3

s-:r

POINTS ENTERED BY PURCHASING

/q,tp ) TOTAL SCORE

CALCULATED BY PURCHASING

(oq, w I

Page 5: External Audit Services - Broward County, Florida · External Audit Services May 30, 2017 ... 115 S. Andrews Avenue, Room GC430, Fort Lauderdale, ... {p,<strong>q</strong>'f

Scoring Shee t

Combination Initial and Final Evaluation M e eting

R21 12554 P 2

E x ternal Aud it S e rv ices May 30, 2017

11 5 S. Andrews Avenue, Room GC430, Fort Lauderdale, FL 33301

Evaluation Criteria - Project Specific Criteria M a x imum BCA Watson Cherry Bekaert RS M US LLP

(Complete text of questions provided separately) Points Rice LLP LLP

I. ABILITY OF PROFESSIONAL PERSONNEL (Total Maximum 30 Points)

See Evaluation Criteria - question 1 15 IS- /:) 1~-

See Evaluation Criteria - question 2 10 /() /;) /)

J J -See Evaluation Criteria - question 3 5 ~

II. ABILITY to FURNISH the REQUIRED SERVICES/PROJECT APPROACH

(Total Maximum 30 Points)

See Evaluation Criteria - question 4 10 /~ lo /0 See Evaluation Criteria - quest ion 5 5 ~ ~ s--See Evaluation Criteria - question 6 5 ~ L/ ~tn See Evaluation Criteria - question 7 5 !/ f/" --_j

See Evaluation Criteria - question 8 5 5 s :5 Ill. EXPERIENCE/PAST PERFORMANCE - COMPANY

PROFILE for PRIME and SUBCONTRACTORS (Total Maximum 20 Points)

See Evaluation Criteria - quest ion 9 10 1 x /(} See Evaluation Criteria - question 1 O 10 /} /tl ~

POINTS POINTS POINTS IV. PRICE ENTERED BY ENTERED BY ENTERED BY

PURCHASING PURCHASING PURCHASING

See Evaluation Criteria - Pricing 20 8,o 11.5D /{p,q'1 TOTAL SCORE TOTAL SCORE TOTAL SCORE

CALCULATED BY CALCULATED BY CALCULATED BY PURCHASING PURCHASING PURCHASING

TOTAL SCORE WILL BE ENTERED BY PURCHASING Max 100 q3 9!1 50 Cff.o,q•7 One Hundred

Linda Levinson

A ' /

l/h/lf (._ {ff Signature

/ ' / / f ; -

S. Davis & Assoc iates, P.A.

1< /.I

---~

/?! ,.--

s

c/ ~ s

7 ~

POINTS ENTERED BY PURCHASING

/q,{p) TOTAL SCORE

CALCULATED BY PURCHASING

q+,0 I

Page 6: External Audit Services - Broward County, Florida · External Audit Services May 30, 2017 ... 115 S. Andrews Avenue, Room GC430, Fort Lauderdale, ... {p,<strong>q</strong>'f

Scoring Sheet Combination Initial and Final Evaluation Meeting

R2112554P2 External Audit Services

May 30, 2017

115 S. Andrews Avenue, Room GC430, Fort Lauderdale, FL 33301

Evaluation Criteria - Proje ct Specific Criteria Maximum BCA Watson Cherry B ekaert RSM US LLP

(Complete text of questions provided separately) Points Rice LLP LLP

I. ABILITY OF PROFESSIONAL PERSONNEL (Total Maximum 30 Points)

See Evaluation Criteria - question 1 15 IV ,~ 15 See Evaluation Criteria - question 2 10 1- 8 1 b See Evaluation Criteria - question 3 5 2- L/ 5

II. ABILITY to FURNISH the REQUIRED SERVICES/PROJECT APPROACH

(Total Maximum 30 Points)

See Evaluation Criteria - question 4 10 s q I{)

See Eva luation Criteria - question 5 5 3 Lf 5 See Evaluation Criteria - question 6 5 ~ L/ s See Evaluation Criteria - question 7 5 3 y 5 See Evaluation Criteria - question 8 5 3 z.J s

Ill. EXPERIENCE/PAST PERFORMANCE - COMPANY PROFILE for PRIME and SUBCONTRACTORS

(Total Maximum 20 Points)

See Evaluation Criteria - question 9 10 5 °! l () See Evaluation Criteria - question 10 10 ID ) c l 0

POINTS POINTS POINTS IV. PRICE ENTERED BY ENTERED BY ENTERED BY

PURCHASING PURCHASING PURCHASING

See Evaluation Criteria - Pricing 20 ao /'71 50 /lo ,q{ TOTAL SCORE TOTAL SCORE TOTAL SCORE

CALCULATED BY CALCULATED BY CALCULATED BY PURCHASING PURCHASING PURCHASING

TOTAL SCORE WILL BE ENTERED BY PURCHASING Max 100 7/ <t 7, 50 q{o,q'f One Hundred

Michael Novar

Signature ~H /;w~-~

S. Dav is & Associates, P.A.

I t..f

~-a fJ L(

g'

Lf

'-{ y

'-t

~ /0

POINTS ENTERED BY PURCHASING

,q,t_p/ TOTAL SCORE

CALCULATED BY PURCHASING

~g , 0 I