Common use of WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM Clause in Contracts

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Xxxxxxx & Marsal Public Sector Services, LLC 000 Xxxxxxxx Xxxxxx Suite 2950 Miami, FL 33131 Xxxxxxx Xxxxxxxx Managing Director (000) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES RFP NO: 06-80101500-J Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) is pleased to submit to the State of Florida our response to the request for qualified vendors for Management Consulting Services, State Term Contract (STC) Number 80101500-20-1. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellence. We seek to help agencies minimize inefficiency and maximize service delivery to constituents, making each tax dollar go further. Based on our experience working with other state and local governments, we are fully qualified to exceed your expectations in: 1. Provision of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studies, analyses, and reports supporting any proposed developmental, consultative, or implementation efforts.

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. DocuSign Envelope ID: 8CA65C2C-4B72-4FA3-9B1E-56007237D4C9 June 9, 2020 CLA (CliftonLarsonAllen LLP) 00000 Xxxxxxxxxx Xxxxx, Xxxxx 000 Xxxx Xxxxxxxx Xxxxx, FL 33907 xxxxx.xxxxxxx@XXXxxxxxxx.xxx direct 000-000-0000 | mobile 000-000-0000 DocuSign Envelope ID: 8CA65C2C-4B72-4FA3-9B1E-56007237D4C9 June 9, 2020 Xx. Xxxx Xxxxxxxx, Category Manager Division of State Purchasing Florida Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X 000.0X, Xxxxxxxxxxx, XX 00000-0000 CLA (CliftonLarsonAllen LLP) 00000 (Xxxxxxxxxx Xxxxx, Suite 210 Fort Xxxxx, FL 33907 000) -000-0000 Xxxxxxx & Marsal Public Sector Services, LLC 000 Xxxxxxxx Xxxxxx Suite 2950 Miami, FL 33131 Xxxxxxx Xxxxxxxx Managing Director (| fax 000) -000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES RFP NOXXXxxxxxxx.xxx Dear Xx. Xxxxxxxx: 06-80101500-J Xxxx Xxxxxxxx Enclosed with this letter is the technical section of our proposal in response to Attachment F - Technical Proposal Instructions and Evaluation Criteria (for Service Category 2 - FPA). We gladly welcome the opportunity to share our approach to helping the State of Florida (State), Department of Management Services 0000 Xxxxxxxxx Xxx(“Department” or “DMS” meet its need for professional services. The enclosed proposal responds to your request for financial and performance audit services for three fiscal years. We are confident that our extensive experience serving similar governmental entities, Xxxxx 000.0X Xxxxxxxxxxxbolstered by our client- oriented philosophy and depth of resources, XX 00000 (will make CLA a top qualified candidate to fulfill the scope of your engagement. We are eager to work with you and welcome the chance to present our proposal to the selection committee. If you have any questions about our offerings, please do not hesitate to contact me via phone at 000) -000-0000 Dear Xxor email xxxxx.xxxxxxx@XXXxxxxxxx.xxx. XxxxxxxxSincerely, Xxxxxxx & Marsal Public Sector ServicesXxxxxxxxxxx Xxxxxxx, LLC (A&M) is pleased CPA Principal Experience 4 Firm overview 4 Governmental experience 4 State and State Agency experience 5 Florida government experience 7 CLA’s forensic services practice 8 Experience assessing risk and evaluating internal controls 8 Single audit experience 9 Proposed Solutions - Service Approach 10 Seamless assurance advantage: a different way to submit audit 10 The CLA Seamless Assurance Advantage 11 Financial statement audit approach 11 Performance audit approach 14 Forensic data analysis 16 Procedures used to the State understand internal processes and controls 16 Approach to be taken in drawing audit samples for purposes of Florida tests of compliance 18 Data analytics 18 Commitment to communication with management 19 Service Delivery Team 20 Firm overview CLA exists to create opportunities for our response to the request for qualified vendors for Management Consulting Servicesclients, State Term Contract (STC) Number 80101500-20-1. Xxxxxxx & Marsal is laserour people, and our communities through industry-focused on helping government organizations improve wealth advisory, outsourcing, audit, tax, and consulting services. Our broad professional services allow us to serve clients more completely — from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operational excellenceoperating and regulatory environments. With more than 6,200 people, more than 120 U.S. locations, and a global affiliation, we bring a wide array of approaches to help clients in all markets, foreign and domestic. Governmental experience CLA offers the credibility, reputation, and resources of a leading professional services firm — without sacrificing the small-firm touch. We seek bring unsurpassed levels of technical excellence, commitment, and dedication to help agencies minimize inefficiency and maximize our clients, which have made us one of the most successful professional service delivery to constituents, making each tax dollar go furtherfirms serving governmental entities. Based on our experience working with other Our strong reputation for serving state and local governmentsgovernment units provides DMS the confidence in their decision to select CLA as their professional service provider. CLA has one of the largest governmental audit and consulting practices in the country, serving more than 3,450 governmental clients nationwide. Public sector clients represent approximately one-quarter of all firm-wide revenue, and each of the government services team members are thoroughly versed in the issues critical to complex governmental entities. Our professionals have deep, technical experience in serving governmental entities. As a professional service firm experienced in serving state and local units of government, we are fully qualified very aware of the financial and legal compliance requirements that government officials are faced with daily. This creates complexities and service issues within a unique operational and regulatory environment. Because of our experience, we have become adept at providing our clients with insights in this environment not typical of other professional service firms. We are confident that our established experience serving governmental entities, together with our depth of governmental resources and tailored audit workplans makes us well suited to exceed your expectations in: 1serve the contracting entities. Provision The following is a sampling of expert advicequalities that set us apart: • Specialized Resources. We specialize in serving government entities, assistancewith such services being among our firm’s largest practice segments. CLA’s government practice is part of the firm’s public sector practice. Our public sector practice compromises a significant percentage of CLA’s annual revenue. DMS and the State will benefit from the substantive attention of our most experienced professionals, guidancemany of whom are recognized as national leaders in government auditing, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studies, analyses, and reports supporting any proposed developmental, consultative, or implementation effortsan arrangement that we believe no other firm can provide.

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. The State of Florida Department of Management Services Management Consulting Services June 9, 2020 Xxxx Xxxxxxxx, Procurement Officer Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, Xxxxxxx 00000-0000 (000) 000-0000 xxx.xxxxxxxxxxxxxxxxxxxxx.xxx | (000) 000-0000 | 000 Xxxxx Xxxxxx, 00xx Xxxxx | Xxxxxx, Xxxxxxxxxxxxx 00000 RFP #: 06-80101500-J June 9, 2020 Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 Xxxxxxx 00000-0000 Dear Xxxx Xxxxxxxx, The State of Florida Department of Management Services is seeking to engage with a qualified firm to provide management consulting services and financial and performance audits. The State can benefit from a partnership with Public Consulting Group, Inc. (PCG) that draws on our decades of experience delivering management consulting services to state and local government agencies, their private provider and lead agencies, and school districts across the State of Florida. PCG is a leading public sector solutions implementation and operations improvement firm that partners with technology, education, health and human services agencies to improve lives. Founded in 1986 and headquartered in Boston, Massachusetts, PCG has over 2,500 professionals in more than 60 offices worldwide, including 3 offices in Florida, all committed to delivering solutions that change lives for the better. As Department of Management Services considers our proposal, please note the following highlights, which make us unique in our ability to meet the state’s primary goals for management consulting services:  PCG has extensive knowledge of and experience in the State of Florida. Over the past 5 years, PCG has partnered with state agencies, local agencies and school districts across the State on more than 100 projects.  PCG has many years of experience delivering management consulting services under state term contracts, including in the State of North Carolina, State of Colorado, State of Missouri and Commonwealth of Massachusetts.  PCG has helped thousands of state agencies across the country improve processes, make better management decisions using performance measurement techniques, maximize funding opportunities, achieve and maintain federal and state compliance, and, most importantly, improve client outcomes. In this proposal, we have outlined our understanding and approach to this solicitation for Service Category 1: Management Consulting Services. Please do not hesitate to contact Xxxxx Xxxxxxx, Manager, at (000) 000-0000 Xxxxxxx & Marsal Public Sector or xxxxxxxx@xxxxx.xxx, if you have any questions about this proposal. No special terms or conditions apply. In addition, we acknowledge the acceptance of all addenda related to this bid solicitation. As Practice Area Director of Human Services, LLC 000 I am authorized to bind PCG contractually with this bid. Sincerely, Xxxxxxxx Xxxxxx Suite 2950 MiamiPublic Consulting Group, FL 33131 Xxxxxxx Xxxxxxxx Managing Director Inc 000 Xxxxx Xxxxxx, 00xx Xxxxx, Xxxxxx, Xxxxxxxxxxxxx 00000 | (000) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES RFP NO: 06-80101500-J Xxxx Xxxxxxxx Department of | xxx.xxxxxxxxxxxxxxxxxxxxx.xxx I. EXPERIENCE 4 Proven Management Consulting Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) is pleased to submit Partner to the State of Florida our response to the request for qualified vendors 4 Service Categories: Relevant Consulting Experience 7 Experience with State Term Contracts for Management Consulting Services, State Term Contract (STC) Number 80101500-20-110 II. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellence. We seek to help agencies minimize inefficiency and maximize service delivery to constituents, making each tax dollar go further. Based on our experience working with other state and local governments, we are fully qualified to exceed your expectations in: 1. Provision of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studies, analyses, and reports supporting any proposed developmental, consultative, or implementation efforts.PROPOSED SOLUTION – PER SERVICE 11 Our Overall Approach 11 a. Management Consulting 12 b. Project Management 13

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. Xxxx Xxxxxxxx Proposal to Provide Services to the Florida Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Xxxxxxx & Marsal Public Sector Services, LLC 000 Xxxxxxxx Xxxxxx Suite 2950 Miami, FL 33131 Xxxxxxx Xxxxxxxx Managing Director (000) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES Technical Proposal - Service Category 1: Management Consulting Services RFP NONo: 06-80101500-J Xxxx Xxxxxxxx Department This is a redacted copy to protect trade secrets, as defined and governed by Section 812.081 and Chapter 688 of Management Services the Florida Statutes, from the public records provisions of Section 119 Florida Statutes. THF Contact: xxx.xxx-xxx.xxx [p] 850.668.8100 [f] 850.668.8199 0000 Xxxxxxxxx XxxXxxxxxxxxx Xxxx., Xxxxx 000.0X 000 Xxxxxxxxxxx, XX Xxxxxxx 00000 Xxxxxx Xxxxxx Xxxxxxxx P.A. CPAs (000THF) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) is pleased to submit to has successfully served the State of Florida our response to as a vendor on the request for qualified vendors for Management Consulting Services, Florida State Term Contract (STC) Number 80101500-20-1. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellencefor over 15 years. We seek have been providing consulting services, training services, project management, grant management, expert witness testimony, and many other consulting services to help agencies minimize inefficiency governmental entities since our inception over 26 years ago. We recognize the important role that governments play in our society and maximize service delivery to constituents, making each tax dollar go furtherour economy and we have dedicated a significant part of our practice to serving the government sector. Based on our experience working with other We have developed a team of professionals dedicated to serving state and local government agencies and we have grown our practice to nearly $20 million in services provided on an annual basis. Our team consists of professionals Certified in Lean Six Sigma, Certified Contract Negotiators, Project Management Professionals, Certified Public Accountants, Certified Fraud Examiners, Certified Information System Auditors, Accredited Business Valuation professionals, professionals Certified in Financial Forensics, Certified Insurance Counselors and many others that bring subject matter expertise to our governmental clients. We have the diverse knowledge and skillsets, relevant experience, depth of resources, and a firm commitment to continue to be a trusted and reliable vendor for Florida. THF has extensive experience performing management consulting services, which is demonstrated throughout our proposal. Some highlights of our experience include the following:  THF is a regional firm based in Tallahassee, with multiple offices and over 140 team members available to serve the State.  THF has successfully provided services to state agencies, local governments, quasi-governmental organizations, universities, and not-for-profit organizations since we were founded in 1993.  THF’s services to state agencies have ranged from small projects providing as little as 50-100 hours of work, to extremely large projects requiring in excess of 150,000 hours on an annual basis.  THF has successfully performed numerous management consulting services to state agencies and their subrecipient entities in all 67 Florida counties. We have performed such services for multiple years and for multiple state agencies.  THF is headquartered in Florida. We provide jobs to over 140 taxpayers on an annual basis with over 115 of those in our Tallahassee office.  THF consistently receives high performance ratings from our state agency clients.  Our professionals are not only experts in providing government services, but we are fully qualified leaders in the industry as well. Our professional leadership experience includes participation in Federal Single Audit Roundtables in Washington, D.C., participation on the AICPA’s Government Audit Quality Center’s Executive Committee, and as speakers for the Association of Government Accountants, the Institute for Internal Auditors, the Florida Association of Counties, the Florida Institute of CPAs, and many others.  THF has a wholly owned subsidiary specializing in disaster services that has helped the state of Florida payout nearly $750 million to exceed your expectations in: 1local communities impacted by hurricanes and other natural disasters. Provision of expert adviceXxxxxx Xxxxxx Xxxxxxxx P.A. CPAs is the former Ernst & Young office in Tallahassee, assistanceFlorida with additional office locations in Tampa, guidanceFlorida and Bainbridge, or counseling in support Georgia. Since our inception, we have created a culture that focuses on providing the expertise and resources of a national firm with the client service of a local firm. This has helped us more than quadruple in size since 1993. There is a distinct difference when working with a regional firm comprised of experienced governmental professionals. Our people and the core values that we share are the foundation upon which our reputation was built. It is the same values and people that we will bring to participating Florida agencies, local governments, universities and state customercomponent units . THF has been recognized as the 205th largest accounting firm in the nation, as one of the 2019 Best of the Best Accounting Firms, and the 2019 Fastest Growing Accounting Firm in the Nation by Inside Public Accounting! In addition, THF was recognized as a 2019 Top 25 Ranked Florida Accounting Firm by the Tampa Bay Business Journal, and we have been recognized for our excellent client service rating with the Florida State Term Contract for financial and performance audits. THF’s focus on industry specialization (government, not-for-profit, insurance, commercial, employee benefits, and wealth management) and our concentration of technical skills along functional lines (consulting, audit, tax, technology, and disaster and emergency management services) reflect the firm’s commitment to building superior service capabilities. We are often asked what makes us different than our competitors. The answer is our people. We are a team of leaders in our profession, in our industry, and in our community. Our interaction with state and national leaders; our participation on committees, taskforces, and boards; and our visibility through speaking engagements around the state expose us to ideas, trends, issues, and opportunities that will benefit Florida’s state agencies and government organizations. We complement our leadership with our commitment to quality and superior client service. Superior client service is the cornerstone of THF’s practice. We view our relationships with our clients as a valuable asset to the engagement process, because it allows us to have open and candid conversations that are critical for a successful engagement process. Our focus on industry specialization, combined with our emphasis on superior client service, equips our clients with a well-rounded professional team attuned to industry issues from both an operational and professional services perspective. We have provided or conducted a full range of services to our governmental clients that include:  Consulting on management strategy;  Advisory and assistance services relating to a  Project management services; mission-oriented business functionsprograms or initiatives; and 2. Studies Program research, planning, and evaluations;  Systems alignment and consolidation;  Provision of studies, analyses, scenarios, and  Comprehensive grants management services reports supporting any proposed developmentalrelating to mission-oriented business related to the Xxxxxxxx Disaster Relief and programs and initiatives; Emergency Assistance Act and other related State  Executive/management coaching services; and Federal grant programs;  Customized training to achieve a management  Development of cost allocation plans; consulting objective;  Financial and technical training;  Assistance with policy and regulation  Information technology and data security development; consulting;  Assistance with process and productivity  Operational reviews; improvement;  Compensation studies;  Expert witness services in support of litigation, consultative Strategic planning; and claims, or implementation effortsand other formal cases;  Political entity compliance services.

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. Xxxx Xxxxxxxx Proposal to Provide Audit Services to the Florida Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Xxxxxxx & Marsal Public Sector Services, LLC 000 Xxxxxxxx Xxxxxx Suite 2950 Miami, FL 33131 Xxxxxxx Xxxxxxxx Managing Director (000) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES Technical Proposal - Service Category 2: Financial and Performance Audits RFP NONo: 06-80101500-J Xxxx Xxxxxxxx Department This is a redacted copy to protect trade secrets, as defined and governed by Section 812.081 and Chapter 688 of Management Services the Florida Statutes, from the public records provisions of Section 119 Florida Statutes. THF Contact: xxx.xxx-xxx.xxx [p] 850.668.8100 [f] 850.668.8199 0000 Xxxxxxxxx XxxXxxxxxxxxx Xxxx., Xxxxx 000.0X Xxxxxxxxxxx000 Tallahassee, XX 00000 Florida 32308 Xxxxxx Xxxxxx Xxxxxxxx P.A. CPAs (000THF) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) is pleased to submit to has successfully served the State of Florida our response to as a vendor on the request for qualified vendors for Management Consulting Services, Florida State Term Contract (STC) Number 80101500-20-1. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellencefor over 15 years. We seek have been providing financial audits, internal control services, performance audits, economy and efficiency audits, program results, program fraud and forensic audits, and many other financial services to help agencies minimize inefficiency governmental entities since our inception over 26 years ago. We recognize the important role that governments play in our society and maximize service delivery to constituentsour economy, making each tax dollar go furtherand we have dedicated a significant part of our practice to serving the government sector. Based on our experience working with other We have developed a team of professionals dedicated to serving state and local government agencies, and we have grown our practice to nearly $20 million in services provided on an annual basis. Our team consists of professionals Certified in Lean Six Sigma, Certified Contract Negotiators, Project Management Professionals, Certified Public Accountants, Certified Fraud Examiners, Certified Information System Auditors, Accredited Business Valuation professionals, professionals Certified in Financial Forensics, Certified Insurance Counselors and many others that bring subject matter expertise to our governmental clients. We have the diverse knowledge and skillsets, relevant experience, depth of resources, and a firm commitment to continue to be a trusted and reliable vendor for Florida. THF has extensive experience performing financial and performance audit services, which is demonstrated throughout our proposal. Some highlights of our experience include the following: ◢ THF is a regional firm based in Tallahassee, with multiple offices and over 140 team members available to serve the State. ◢ THF has successfully provided services to state agencies, local governments, quasi-governmental entities, universities, and not-for-profit organizations since we were founded in 1993. ◢ THF’s services to state agencies have ranged from small projects providing as little as 50-100 hours of work, to extremely large projects requiring in excess of 150,000 hours on an annual basis. ◢ THF has successfully performed numerous financial related services to state agencies and their subrecipient entities in all 67 Florida counties. We have performed such services for multiple years and for multiple state agencies. ◢ THF is currently the only state-term auditing vendor that is headquartered in Florida. We provide jobs to over 140 taxpayers on an annual basis with over 115 of those being in our Tallahassee office. ◢ THF consistently receives high performance ratings from our state agency clients. ◢ Our professionals are not only experts in providing government services, but we are fully qualified leaders in the industry as well. Our professional leadership experience includes participation in Federal Single Audit Roundtables in Washington, D.C., participation on the AICPA’s Government Audit Quality Center’s Executive Committee, and as speakers for the Association of Government Accountants, the Institute for Internal Auditors, the Florida Association of Counties, the Florida Institute of CPAs, and many others. ◢ THF has a wholly owned subsidiary specializing in disaster services that has helped the state of Florida pay out nearly $750 million to exceed your expectations in: 1local communities impacted by hurricanes and other natural disasters. Provision of expert adviceXxxxxx Xxxxxx Xxxxxxxx P.A. CPAs is the former Ernst & Young office in Tallahassee, assistanceFlorida with additional office locations in Tampa, guidanceFlorida and Bainbridge, or counseling in support Georgia. Since our inception, we have created a culture that focuses on providing the expertise and resources of a state customer’s mission-oriented business functions; and 2national firm with the client service of a local firm. StudiesThis has helped us more than quadruple in size since 1993. There is a distinct difference when working with a regional firm comprised of experienced governmental professionals. Our people and the core values that we share are the foundation upon which our reputation was built. It is the same values and people that we will bring to participating Florida agencies, analyseslocal governments, universities, and reports supporting any proposed developmentalstate component units. THF has been recognized as the 205th largest accounting firm in the nation, consultativeas one of the 2019 Best of the Best Accounting Firms, and the 2019 Fastest Growing Firm in the Nation by Inside Public Accounting! In addition, THF was recognized as a 2019 Top 25 Ranked Florida Accounting Firm by the Tampa Bay Business Journal, and we have been recognized for our excellent client service rating with the Florida State Term Contract for financial and performance audits. THF’s focus on industry specialization (government, not-for-profit, insurance, commercial, employee benefits, and wealth management) and our concentration of technical skills along functional lines (audit, tax, technology, consulting, and disaster and emergency management services) reflect the firm’s commitment to building superior service capabilities. We are often asked what makes us different than our competitors. The answer is our people. We are a team of leaders in our profession, in our industry, and in our community. Our interaction with state and national leaders; our participation on committees, taskforces, and boards; and our visibility through speaking engagements around the state expose us to ideas, trends, issues, and opportunities that will benefit Florida’s state agencies and government organizations. We complement our leadership with our commitment to quality and superior client service. Superior client service is the cornerstone of THF’s practice. We view our relationships with our clients as a valuable asset to the engagement process, because it allows us to have open and candid conversations that are critical for a successful engagement process. Our focus on industry specialization, combined with our emphasis on superior client service, equips our clients with a well-rounded professional team attuned to industry issues from both an operational and professional services perspective. We have provided or implementation effortsconducted a full range of services to our governmental clients that include: ◢ Financial and performance audits; ◢ Preparation of statutorily required reports; ◢ Annual financial and compliance audits; ◢ Service organization control audits; ◢ Economy and efficiency audits; ◢ Financial statement preparation; ◢ Program results and program audits; ◢ Forensic accounting and fraud audits; ◢ Development of cost allocation plans; ◢ Financial and technical training; ◢ Information technology and data security consulting; ◢ Operational reviews; ◢ Compensation studies; ◢ Internal control studies, reviews, and audits; ◢ Employee benefit plan administration and audits; ◢ Board and audit committee training; ◢ Strategic planning; and ◢ Political entity compliance services.

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000DocuSign Envelope ID: E6914624-0000 Xxxxxxx & Marsal Public Sector Services, LLC 000 Xxxxxxxx Xxxxxx Suite 2950 Miami, FL 33131 Xxxxxxx Xxxxxxxx Managing Director (000) 000129D-46CE-9CDE-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES RFP NO: 06-80101500-J Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) EF76C1515876 TECHNICAL PROPOSAL ` 78 The Balmoral Group is pleased to submit to the State of Florida present our response to the request Department’s Request for qualified vendors Proposal1. The firm was founded in 2004 with the motto “the knowledge you need, the integrity you trust”, and we have been successful because we recruit and train professionals who act on this principle every day. Our 44-employee firm is based in Winter Park with an office Tallahassee as well. As this response will demonstrate, our professional staff are qualified, highly regarded, and have the availability to perform the services required by the Department. Our work statewide for Management Consulting Servicesother agencies has equipped our staff with the expertise, State Term Contract (STC) Number 80101500-20-1skillsets and knowledge to ensure successful project outcomes for the Department. Xxxxxxx & Marsal In fact, several of our clients requested that we submit qualifications for this solicitation. This proposal is laser-focused organized in accordance with the Amended RFP. The Experience section begins on helping government organizations improve their operational excellencethis page, and addresses our firm overview and expertise in Category 1 for each of the 8 areas we are responding to. The Solutions section begins on Page 14, and provides general descriptions of our approach to each Service type. We seek are proud of the team we have built and the excellent reputation we have earned. We look forward to help agencies minimize inefficiency and maximize service delivery the opportunity to constituents, making each tax dollar go further. Based on more fully demonstrate our experience working with other state and local governments, we are fully qualified to exceed your expectations in: 1. Provision of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studies, analysescapabilities, and reports supporting any proposed developmentalto support the Department and other agencies serving our great state of Florida. 1 Pronounced like “bell- moral” This section is organized as follows: • Examples of our relevant experience, consultativegrouped by Service Type • Brief bios of Key Personnel, or implementation effortsincluding education credentials, years of experience and example projects • Summary Table of Key Personnel • Project experience matrix summarizing selected examples The Balmoral Group is proposing qualifications for 8 services, capping our response at 23 pages. Resumes are provided as well following the Solutions section.

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. RFP NO : 06-80 10 1500- J SER VICE CA TEGOR Y 2 : FINANCIAL AND PERFORMANCE A XXXX S J U N E 9 , 2020 XXXX , XXXXX & XXXXXX , LL C 2 6 3 3 CENTENNIAL BL VD , S TE , 2 0 0 T ALLAHAS SEE , FL ORID A 3 2 3 0 8 850.8 7 8.8 777 XXXXX X . SP ARKMAN , CP A , CFF , CITP P AR TNER - PRIMAR Y C ONT A CT B SP ARKMAN @ CRICP A . C O M 850.8 7 8.8 777 June 9, 2020 Xxxx Xxxxxxxx Xxxxxxxx, Category Manager Division of State Purchasing Florida Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 00000000-0000 Xxxxxxx & Marsal Public Sector Services, LLC 000 Xxxxxxxx Xxxxxx Suite 2950 Miami, FL 33131 Xxxxxxx Xxxxxxxx Managing Director (000) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES 0950 Re: RFP NONo: 06-80101500-J Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) is pleased For the past six years CRI has been honored to submit provide Financial and Performance Audits to the State of Florida our response to the request for qualified vendors for Management Consulting Services, under State Term Contract (STC) Number 80101500No. 000-000-00-00. Our work has been universally well respected by the contracting departments and agencies for which we have worked. CRI has always received high vendor ratings which meet or exceed vendor requirements. We have successfully provided a wide variety of services requiring a broad base of knowledge and abilities, and in many cases, we have been able to assist the State in saving significant taxpayer dollars. Our hope is to continue to provide high quality services to the State for the term of the new State Term Contract 84111600-20-1. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellenceCRI has extensive prior experience in delivering high quality financial and performance audits to governmental entities, its highly diverse knowledge and skillset resources, and exceptional ability to provide services statewide. We seek are confident that our proposal will demonstrate that CRI is the premier vendor to help agencies minimize inefficiency provide the services required by this request for proposals and maximize service delivery the anticipated contract. CRI has 330 partners firm wide, and 91 partners located throughout the State of Florida, that are ready to constituentssupervise and execute financial and performance audits of nearly any kind. Our firm’s Primary Contact Partner for State Term Contract matters, making each tax dollar go further. Based on and the professional to contact for any additional information regarding our experience working with other state and local governmentsproposal, is: Again, we are fully qualified to exceed your expectations in: 1. Provision of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studies, analysesexpress our appreciation for this opportunity, and reports supporting any proposed developmentalwe look forward to continuing to serve the State of Florida. Xxxx, consultativeXxxxx & Xxxxxx, or implementation efforts.LLC Xxxx Xxxxx & Xxxxxx, CPAs and Advisors | XXXxxx.xxx Xxxx Xxxxx & Xxxxxx, CPAs and Advisors | XXXxxx.xxx Xxxx Xxxxx & Xxxxxx, CPAs and Advisors | XXXxxx.xxx CRI proposes to carry out Service Category 2 – Financial and Performance Audits by calling upon its extensive human and technological resources located in the State of Florida and throughout the Southern United States, as illustrated in the graphic below. These resources include highly experienced partners and seasoned staff, with a broad range of education, experience, and expertise that can respond to the varied needs of government agencies and departments quickly and effectively. The statistics below include over 91 PARTNERS, 400 STAFF, IN 22 OFFICES THROUGHOUT THE STATE OF FLORIDA. The following pages and attachments include the firm's experience within the governmental sector, a listing of Florida governmental attest and consulting clients, an illustration of CRI’s office location footprint in the State of Florida, and a sample of 17 professional bios to highlight just some of the highly qualifed professionals that our firm can provide to meet the Financial and Performance Audit needs in the State of Florida. MANAGEMENT STRATEGY Project Management Program Research, Planning, Evaluations Analysis on Mission-Oriented Business Executive/Management Coaching Customized Training Policy and Regulation Development Process and Productivity Improvement Expert Witness Advisory Services on Mission- Oriented Business Systems Alignment and Consolidation Grant Management Services CRI FAMILY OF COMPANIES

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. Contract Exhibit C RFP NO : 06-80 10 1500- J SER VICE CA TEGOR Y 1 : MANA GEMENT C ONSUL TING SER VICES J U N E 9 , 2020 XXXX , XXXXX & XXXXXX , LL C 2 6 3 3 CENTENNIAL BL VD , S TE , 2 0 0 T ALLAHAS SEE , FL ORID A 3 2 3 0 8 850.8 7 8.8 777 XXXXX X . SP ARKMAN , CP A , CFF , CITP P AR TNER - PRIMAR Y C ONT A CT B SP ARKMAN @ CRICP A . C O M 850.8 7 8.8 777 June 9, 2020 Xxxx Xxxxxxxx Xxxxxxxx, Category Manager Division of State Purchasing Florida Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 00000000-0000 Xxxxxxx & Marsal Public Sector Services, LLC 000 Xxxxxxxx Xxxxxx Suite 2950 Miami, FL 33131 Xxxxxxx Xxxxxxxx Managing Director (000) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES Re: RFP NONo: 06-80101500-J Xxxx Xxxxxxxx Department of Technical Proposal – Service Category 1: Management Consulting Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) is pleased For the past six years CRI has been honored to submit provide Management Consulting Services to the State of Florida our response to the request for qualified vendors for Management Consulting Services, under State Term Contract (STC) Number No. 000-000-00-00. Our work has been universally well respected by the contracting departments and agencies for which we have worked. CRI has always received high vendor ratings that meet or exceed vendor requirements. We have successfully provided a wide variety of services requiring a broad base of knowledge and abilities, and in many cases, we have been able to assist the State in saving significant taxpayer dollars. Our hope is to continue to provide high quality services to the State for the term of the new State Term Contract 80101500-20-1. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellenceCRI has extensive prior experience in delivering high quality management consulting services to governmental entities, highly diverse knowledge and skillset resources, and exceptional ability to provide services statewide. We seek are confident that our proposal will demonstrate that CRI is the premier vendor to help agencies minimize inefficiency provide the services required by this request for proposals and maximize service delivery the anticipated contract. CRI has 330 partners firm wide, and 91 partners located throughout the State of Florida, that are ready to constituentssupervise and execute management consulting engagements of nearly any kind. Our firm’s Primary Contact Partner for State Term Contract matters, making each tax dollar go further. Based on and the professional to contact for any additional information regarding our experience working with other state and local governmentsproposal, is: Again, we are fully qualified to exceed your expectations in: 1. Provision of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studies, analysesexpress our appreciation for this opportunity, and reports supporting any proposed developmentalwe look forward to continuing to serve the State of Florida. Xxxx, consultativeXxxxx & Xxxxxx, or implementation efforts.LLC Xxxx Xxxxx & Xxxxxx, CPAs and Advisors | XXXxxx.xxx Xxxx Xxxxx & Xxxxxx, CPAs and Advisors | XXXxxx.xxx Xxxx Xxxxx & Xxxxxx, CPAs and Advisors | XXXxxx.xxx Xxxx Xxxxx & Xxxxxx, CPAs and Advisors | XXXxxx.xxx CRI proposes to carry out Service Category 1 – Management Consulting Services by calling upon its extensive human and technological resources located in the State of Florida and throughout the Southern United States, as illustrated in the graphic below. These resources include highly experienced partners and seasoned staff, with a broad range of education, experience, and expertise that can respond to the varied needs of government agencies and departments quickly and effectively. The statistics below include over The following pages and attachments include the firm's experience within the governmental sector, a listing of Florida governmental attest and consulting clients, an illustration of CRI’s office location footprint in the State of Florida, and a sample of 19 professional bios to highlight just some of the highly qualified professionals that our firm can provide to meet Management Consulting Services needs in the State of Florida. MANAGEMENT STRATEGY Project Management Program Research, Planning, Evaluations Analysis on Mission-Oriented Business Executive/Management Coaching Customized Training Policy and Regulation Development Process and Productivity Improvement Expert Witness Advisory Services on Mission- Oriented Business Systems Alignment and Consolidation Grant Management Services CRI FAMILY OF COMPANIES

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. DocuSign Envelope ID: AEE64B74-A228-4E9E-B4DB-D2D4BDEEA7F1 The State of Florida Department of Management Services Financial and Performance Audits June 9, 2020 Xxxx Xxxxxxxx, Procurement Officer Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, Xxxxxxx 00000-0950 (000) 000-0000 xxx.xxxxxxxxxxxxxxxxxxxxx.xxx | (000) 000-0000 | 000 Xxxxx Xxxxxx, 00xx Xxxxx | Xxxxxx, Xxxxxxxxxxxxx 00000 RFP #: 06-80101500-J June 9, 2020 Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 Xxxxxxx 00000-0950 Dear Xxxx Xxxxxxxx, The State of Florida Department of Management Services is seeking to engage with a qualified firm to provide management consulting services and financial and performance audits. The State can benefit from a partnership with Public Consulting Group, Inc. (PCG) that draws on our decades of experience delivering services to school districts, state and local government agencies, and their private provider and lead agencies in the State of Florida. PCG is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986 and headquartered in Boston, Massachusetts, PCG has over 2,500 professionals in more than 60 offices worldwide, all committed to delivering solutions that change lives for the better. As Department of Management Services considers our proposal, please note the following highlights, which make us unique in our ability to meet the state’s primary goals for financial and performance audits:  PCG has extensive knowledge of and experience in the State of Florida. Over the past 5 years, PCG has partnered with state agencies, local agencies and school districts across the State on more than 100 projects.  PCG has many years of experience delivering services under state term contracts, including in the State of North Carolina, State of Colorado, State of Missouri and Commonwealth of Massachusetts.  PCG has helped thousands of state agencies maximize resources, make better management decisions using performance measurement techniques, improve business processes, achieve and maintain federal and state compliance, and, most importantly, improve client outcomes. In this proposal, we have outlined our understanding and approach to this solicitation for Service Category 2: Financial and Performance Audits. Please do not hesitate to contact Xxxx Xxxx, Manager of Health, at (000) 000-0000 Xxxxxxx & Marsal Public Sector or xxxxx@xxxxx.xxx, if you have any questions about this proposal. No special terms or conditions apply. In addition, we acknowledge the acceptance of all addenda related to this bid solicitation. As Practice Area Director of Human Services, LLC 000 I am authorized to bind PCG contractually with this bid. Sincerely, Xxxxxxxx Xxxxxx Suite 2950 MiamiPublic Consulting Group, FL 33131 Xxxxxxx Xxxxxxxx Managing Director Inc 000 Xxxxx Xxxxxx, 00xx Xxxxx, Xxxxxx, Xxxxxxxxxxxxx 00000 | (000) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES RFP NO| xxx.xxxxxxxxxxxxxxxxxxxxx.xxx Phase 1: 06-80101500-J Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) is pleased to submit to the State of Florida our response to the request for qualified vendors for Management Consulting Services, State Term Contract (STC) Number 80101500-20-1. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellence. We seek to help agencies minimize inefficiency Information Gathering 12 Phase 2: Audit Criteria Definition 13 Phase 3: Audit Procedures Definition 13 Phase 4: Audit Plan Deliverable 14 Phase 5: The Audit 15 Phase 6: Audit Conclusion 15 Talent and maximize service delivery to constituents, making each tax dollar go further. Based on our experience working with other state and local governments, we are fully qualified to exceed your expectations in: 1. Provision of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studies, analyses, and reports supporting any proposed developmental, consultative, or implementation efforts.Staffing 16

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. DocuSign Envelope ID: 1E43258A-74A6-4D2C-90B8-8AC3B27CB46D PROPOSAL FOR Florida Department of Management Services To provide Management Consulting Services 000 Xxxxxx Xxxxxx, Xxxxxxxx, XX 00000 000-000-0000 xxxxxxxxxxx@xxxxxxxxx.xxx June 9 before 1:00 p.m. in response to RFP #06-80101500-J June 9, 2020 Xx. Xxxx Xxxxxxxx Procurement Officer Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000Xxxxxxx 00000-0000 Xxxxxxx & Marsal Public Sector Services, LLC 000 Xxxxxxxx Xxxxxx Suite 2950 Miami, FL 33131 Xxxxxxx Xxxxxxxx Managing Director Dear Xx. Xxxxxxxx: Thank you for the opportunity to submit this proposal in response to the Florida Department of Management Services (000State) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES RFP NORequest for Proposals (RFP) No: 06-80101500-J Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) is pleased to submit to the State of Florida our response to the request for qualified vendors for Management Consulting Services. Xxxxx Xxxx XxXxxx & Xxxxxx, State Term Contract LLC (STCBerryDunn) Number 80101500-20-1is an independent consulting and certified public accounting firm that serves clients nationally. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellenceManagement consulting services are a core strength of our Government Consulting Group and the work we engage in every day. We seek to help agencies minimize inefficiency and maximize service delivery to constituents, making each tax dollar go further. Based on our experience working with other state and local governments, we are fully qualified to exceed your expectations in: 1. Provision have an extensive history of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studies, analysessuccessfully serving government entities through similar statewide contracts, and reports supporting any proposed developmentalwe would welcome the opportunity to be one of the State’s trusted partners. Our approach is simple: consistently provide high-quality services, consultativestrive for unparalleled client satisfaction, and deliver both at a reasonable cost. You can feel confident selecting BerryDunn—we have the expertise, proven approach, and resources to offer services statewide with a broad range of talents and experience. As the principal of our State Government Consulting Practice Area, I am authorized to bind BerryDunn to the commitments made herein. Should you have questions, please contact me at 000-000-0000 or implementation efforts.xxxxxxxxxxx@xxxxxxxxx.xxx. Thank you for your consideration, and we look forward to working in collaboration with the State on this project. Sincerely,

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. RFP NO: 06-80101500-J MANAGEMENT CONSULTING SERVICES The State of Florida Department Of Management Services ATTN: Xxxx Xxxxxxxx, Procurement Officer 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, Xxxxxxx 00000-0000 xxxx.Xxxxxxxx@xxx.xxxxxxxxx.xxx Xxxx Xxxxxx Assistant Vice President, PA & Recovery Cell: 000-000-0000 xxxxxxx@xxxxxxxxxx.xxxx.xxx MAY 26, 0000 Xxxxx Xxxxx Government Consulting 000 Xxxxxxxx Xxxx Xxxxx; Xxxxx, XX 00000 DATE: May 26, 2020 ATTENTION: The State of Florida Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000Xxxxxxx 00000-0000 Xxxxxxx & Marsal Public Sector Services, LLC 000 Attn: Xxxx Xxxxxxxx Xxxxxx Suite 2950 Miami, FL 33131 Xxxxxxx Xxxxxxxx Managing Director (000) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES SUBJECT: RFP NONo.: 06-80101500-J Xxxx Xxxxxxxx Department of Service Category1: Management Consulting Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector ServicesTidal Basin Government Consulting, LLC (A&MTidal Basin) is pleased to submit to understands that the State of Florida (the State) looks to hire an experienced firm to perform Management Consulting Services as outlined in RFP No: 06- 80101500-J. Tidal Basin employs top talent from the emergency management and recovery industry who bring leadership and expertise in management consulting services. These services include portfolio, program, and project management services specifically designed for emergency management professionals. We take pride in our response ability to assist all of our clients, including the request for qualified vendors for State of Florida, to identify and achieve their emergency management goals. Whether the need involves strategic planning, targeting grants and funding resources, staff training and augmentation, or resolving the State’s property insurance claims; we deliver expert-level guidance, technical assistance, and advisory services in both current disaster recovery efforts and those yet to be identified. By applying our expertise in the following, Tidal Basin stands ready to immediately begin assisting the State with the services outlined in the RFP specific to Service Category 1: Management Consulting Services: ► Knowledge of government business practices, including Federal and State Term Contract (STC) Number 80101500-20-1. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellence. We seek to help agencies minimize inefficiency and maximize service delivery to constituentsof Florida practices ► Experience providing management consultative support at all levels of government, making each tax dollar go further. Based on our experience working with other state and local governments, we are fully qualified to exceed your expectations in: 1. Provision of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studiesincluding drafting studies, analyses, and reports to Federal and State of Florida entities ► Knowledge of Federal and State of Florida grant requirements, including laws, rules, and regulations We are confident that the unique combination of our national expertise and local Florida resources will prove to be the best value for the State. Tidal Basin looks forward to the opportunity to demonstrate our laser focus on excellence, expertise and exceeding expectations on the State’s behalf. As Vice President, I am authorized to negotiate terms, render binding decisions, commit the firm’s resources, and will receive correspondence regarding this RFP. Sincerely, Xxxx Xxxxxx Phone: 000-000-0000 Email: xxxxxxx@xxxxxxxxxx.xxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES TABLE OF CONTENTS SERVICE CATEGORY 1: MANAGEMENT CONSULTING SERVICES Project Examples 4 Senior Staffing 6 Preparedness 9 Mitigation 11 Recovery 12 FEMA IA and SBA Advisory Support Services 17 CDBG-DR and CDBG-MIT Programs 19 FLORIDA DEPARTMENT OF MANAGEMENT SERVICES SERVICE CATEGORY 1: MANAGEMENT CONSULTING SERVICES For over 35 years, Tidal Basin has supported our client’s management consulting needs. Our team has provided management consulting services to Senior Federal Officials, Governors, Senior Department Heads, Program Leads, Operations Managers, as well as program recipients on comprehensive emergency management and grant management services. We have provided senior level management, portfolio management, program management, project management, and grant management consulting services to more than 100 clients across the United States and its protectorates, yielding over $25 billion in recovery funding and reimbursements at the federal, state, and local levels. The Tidal Basin team surpasses other consultant firms by employing top industry experts from the emergency management, federal grant management, and community development industries. Our team of almost 1500 full-time and on-call professionals provide clients the unique partnership of having a dedicated emergency management provider supporting any proposed developmentalthe comprehensive emergency management, consultativeprogram management, or implementation effortsand project management needs of clients at all levels of public and private service. Founded by emergency management professionals, with offices in Orlando, FL, Tidal Basin has provided consulting services directly to some of the largest, most high-profile agencies of the past decade, including the New York-New Jersey Port Authority following the 9-11 disaster, the State of New York following Hurricane Xxxxx, and the Puerto Rico Department of housing following Hurricane Xxxxx. These are just a few of the hundreds of projects and programs that Tidal Basin has managed after some of our nation’s largest disasters. Our proven management and programmatic expertise are backed by well- honed recruitment and training; field-tested quality assurance, logistics, and operation management processes. These processes, combined with our extremely low turnover rate, particularly among our management team, ensure Tidal Basin’s continued success.

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. DocuSign Envelope ID: A790233A-A30E-47FF-9B5A-DE97D1F706B2 June 9, 2020 Xxxx Xxxxxxxx Purchasing Analyst Supervisor, Division of State Purchasing Florida Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X 000 Xxxxxxxxxxx, XX 00000 Re: Technical Proposal – Service Category 1: Management Consulting Services (No. 06-80101500-J) Dear Xx. Xxxxxxxx: ISF, Inc. (Federal Tax ID #00-0000000) is pleased to provide our response to the Department’s Request for Quotes for the State Term Contract for Management Consulting Services and Financial and Performance Audits. ISF is currently a provider under the Florida State Term Contract for Management Consulting (Contract No. 000-000-00-00) and will perform all tasks included in Service Category 1, as detailed in Attachment C, Section IV.a., Scope of Services. ISF has been an approved provider on the Management Consulting State Term Contract since it was established in 2006, and in recent years we have emerged as a top performer on the contract. Our proposal includes our qualifications for all 12 Service Areas of Service Category 1. Details of our qualifications are included in this proposal. Primary and alternate contact information is provided below. Xxxx Xxxx Xxxxxxxx Xxxxxx Client Partner Chief Operating Officer 0000 Xxxxxxxxx Xxx XXX 000 0000 Xxxxxxxxx Xxx XXX 000 Xxxxxxxxxxx, XX 00000 Xxxxxxxxxxx, XX 00000 Phone: (000) 000-0000 Xxxxxxx & Marsal Public Sector Services, LLC 000 Xxxxxxxx Xxxxxx Suite 2950 Miami, FL 33131 Xxxxxxx Xxxxxxxx Managing Director Phone: (000) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES RFP NOFax: 06-80101500-J Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC Fax: (A&M000) is pleased 000-0000 xxxxx@xxx.xxx xxxxxxx@xxx.xxx ISF looks forward to submit to the State of Florida our response to the request for qualified vendors for Management Consulting Services, State Term Contract (STC) Number 80101500-20-1. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellence. We seek to help agencies minimize inefficiency and maximize service delivery to constituents, making each tax dollar go further. Based on our experience working with other state the Department and local governmentsState on this key contract. Please do not hesitate to contact me if I can provide any additional information. Sincerely, we are fully qualified to exceed your expectations in:Xxxx Xxxx Client Partner 1. Provision of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; andA. Executive Summary 2. Studies, analyses, B. Quality Performance and reports supporting any proposed developmental, consultative, or implementation efforts.Key Services

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. DocuSign Envelope ID: 884F1F23-CCEC-44FE-A7DF-7154BC5BF76C PROPOSAL FOR Florida Department of Management Services To provide Management Consulting Services 000 Xxxxxx Xxxxxx, Xxxxxxxx, XX 00000 000-000-0000 xxxxxxxxxxx@xxxxxxxxx.xxx June 9 before 1:00 p.m. in response to RFP #06-80101500-J June 9, 2020 Xx. Xxxx Xxxxxxxx Procurement Officer Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 Xxxxxxx 00000-0950 Dear Xx. Xxxxxxxx: Thank you for the opportunity to submit this proposal in response to the Florida Department of Management Services (000State) 000-0000 Xxxxxxx & Marsal Public Sector Services, LLC 000 Xxxxxxxx Xxxxxx Suite 2950 Miami, FL 33131 Xxxxxxx Xxxxxxxx Managing Director Request for Proposals (000RFP) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES RFP NONo: 06-80101500-J Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) is pleased to submit to the State of Florida our response to the request for qualified vendors for Management Consulting Services. Xxxxx Xxxx XxXxxx & Xxxxxx, State Term Contract LLC (STCBerryDunn) Number 80101500-20-1is an independent consulting and certified public accounting firm that serves clients nationally. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellenceManagement consulting services are a core strength of our Government Consulting Group and the work we engage in every day. We seek to help agencies minimize inefficiency and maximize service delivery to constituents, making each tax dollar go further. Based on our experience working with other state and local governments, we are fully qualified to exceed your expectations in: 1. Provision have an extensive history of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studies, analysessuccessfully serving government entities through similar statewide contracts, and reports supporting any proposed developmentalwe would welcome the opportunity to be one of the State’s trusted partners. Our approach is simple: consistently provide high-quality services, consultativestrive for unparalleled client satisfaction, and deliver both at a reasonable cost. You can feel confident selecting BerryDunn—we have the expertise, proven approach, and resources to offer services statewide with a broad range of talents and experience. As the principal of our State Government Consulting Practice Area, I am authorized to bind BerryDunn to the commitments made herein. Should you have questions, please contact me at 000-000-0000 or implementation efforts.xxxxxxxxxxx@xxxxxxxxx.xxx. Thank you for your consideration, and we look forward to working in collaboration with the State on this project. Sincerely,

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. DocuSign Envelope ID: 5E005230-CA59-4110-90C6-9E18F1FE1C4A Xxxx Xxxxxxxx, Procurement Officer Department of Management Services 0000 Xxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, Xxxxxxx 00000-0950 Email: Xxxx,Xxxxxxxx@xxx.xxxxxxxxx.xxx (000) 000-0000 June 9, 2020 / 1 PM EST BCA Xxxxxx Xxxx LLP 00000 Xxxxxxxx Xxxx., Xxxxx 000 N. Miami, Florida 00000-0000 Tel.: (000) 000-0000 Fax: (000) 000-0000 Xxxxxxxx Xxxxxxx, CPA, MBA Email: xxxxxxx@xxxxxxxxxxxxx.xxx xxx.xxxxxxxxxx.xxx June 9, 2020 00000Xxxxxxxx Xxxx., Xxxxx 000 Xxxx,xXxxxxxx 00000 www.bcawatsonrcl x.xxx Telephone: 000-000-0000 Facsimile: 800-6981- 440 Xxxx Xxxxxxxx, Procurement Officer State of Florida Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX Xxxxxxx 00000-0950 Dear Xx. Xxxxxxxx, BCA Xxxxxx Xxxx LLP (BCAWR) is pleased to present this proposal to provide Financial and Performance Audits services to the State of Florida (State), Department of Management Services (“Department” or “DMS”). As detailed in the attached proposal, BCAWR has extensive experience providing various Financial and Performance Audits services under CPA audit pool contracts for governmental agencies throughout the nation. Under these contracts, we performed a number of projects for the client or the contract period by responding to work order solicitations for specific project requests. 1. It is our understanding the Department is seeking proposals for Financial and Performance Audits Services to replace the current State Term Contracts (STCs) for Financial and Performance Audits Services (MCS), No. 000-000-00-00 for use by all Customers. from qualified and experienced firms for the purpose of conducting Financial and Performance Audits Services to the Department’s Customers in accordance with Statement of Work ) ”SOW”) for an initial term of three (3) years. The Department's intent is to contract with a single or possible multiple provider(s) that can provide these services, which will be included in a SOW. We are committed to the timely completion of all services to be rendered. Below we list our key contact (authorized to make representations for the firm) for this proposal: Xxxxxxxx X. Xxxxxxx, CPA Principal BCA Xxxxxx Xxxx LLP 00000 Xxxxxxxx Xxxx., Xxxxx 000 Miami, Florida 33181 Phone: (000) 000-0000 Xxxxxxx & Marsal Public Sector ServicesFax: (000 000-0000 Email: xxxxxxxx@xxxxxxxxxxxxxxx.xxx If you should have any questions about our qualifications, LLC 000 Xxxxxxxx Xxxxxx Suite 2950 Miamiexperience or proposed rates, FL 33131 Xxxxxxx Xxxxxxxx Managing Director please feel free to contact me anytime at (000) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT SERVICES RFP NO: 06-80101500-J Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000cell) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) is pleased to submit to the State of Florida our response to the request for qualified vendors for Management Consulting Services, State Term Contract (STC) Number 80101500-20-1. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellence. We seek to help agencies minimize inefficiency and maximize service delivery to constituents, making each tax dollar go further. Based on our experience working with other state and local governments, we are fully qualified to exceed your expectations in: 1. Provision of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studies, analyses, and reports supporting any proposed developmental, consultative, or implementation effortsemail me at xxxxxxxx@xxxxxxxxxxxxxx.xxxx.

WARRANTY OF CONTRACTOR’S ABILITY TO PERFORM. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor’s ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the Suspended Vendor List, Convicted Vendor List, or the Discriminatory Vendor List, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Department in writing if its ability to perform is compromised in any manner during the term of the Contract. DocuSign Envelope ID: AEE64B74-A228-4E9E-B4DB-D2D4BDEEA7F1 The State of Florida Department of Management Services Financial and Performance Audits June 9, 2020 Xxxx Xxxxxxxx, Procurement Officer Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, Xxxxxxx 00000-0000 (000) 000-0000 xxx.xxxxxxxxxxxxxxxxxxxxx.xxx | (000) 000-0000 | 000 Xxxxx Xxxxxx, 00xx Xxxxx | Xxxxxx, Xxxxxxxxxxxxx 00000 RFP #: 06-80101500-J June 9, 2020 Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 Xxxxxxx 00000-0000 Dear Xxxx Xxxxxxxx, The State of Florida Department of Management Services is seeking to engage with a qualified firm to provide management consulting services and financial and performance audits. The State can benefit from a partnership with Public Consulting Group, Inc. (PCG) that draws on our decades of experience delivering services to school districts, state and local government agencies, and their private provider and lead agencies in the State of Florida. PCG is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986 and headquartered in Boston, Massachusetts, PCG has over 2,500 professionals in more than 60 offices worldwide, all committed to delivering solutions that change lives for the better. As Department of Management Services considers our proposal, please note the following highlights, which make us unique in our ability to meet the state’s primary goals for financial and performance audits:  PCG has extensive knowledge of and experience in the State of Florida. Over the past 5 years, PCG has partnered with state agencies, local agencies and school districts across the State on more than 100 projects.  PCG has many years of experience delivering services under state term contracts, including in the State of North Carolina, State of Colorado, State of Missouri and Commonwealth of Massachusetts.  PCG has helped thousands of state agencies maximize resources, make better management decisions using performance measurement techniques, improve business processes, achieve and maintain federal and state compliance, and, most importantly, improve client outcomes. In this proposal, we have outlined our understanding and approach to this solicitation for Service Category 2: Financial and Performance Audits. Please do not hesitate to contact Xxxx Xxxx, Manager of Health, at (000) 000-0000 Xxxxxxx & Marsal Public Sector or xxxxx@xxxxx.xxx, if you have any questions about this proposal. No special terms or conditions apply. In addition, we acknowledge the acceptance of all addenda related to this bid solicitation. As Practice Area Director of Human Services, LLC 000 I am authorized to bind PCG contractually with this bid. Sincerely, Xxxxxxxx Xxxxxx Suite 2950 MiamiPublic Consulting Group, FL 33131 Xxxxxxx Xxxxxxxx Managing Director Inc 000 Xxxxx Xxxxxx, 00xx Xxxxx, Xxxxxx, Xxxxxxxxxxxxx 00000 | (000) 000-0000 xxxxxxxxx@xxxxxxxxxxxxxxxx.xxx FLORIDA DEPARTMENT OF MANAGEMENT | xxx.xxxxxxxxxxxxxxxxxxxxx.xxx I. EXPERIENCE 4 II. PROPOSED SOLUTION/SERVICES RFP NO11 Phase 1: 06-80101500-J Xxxx Xxxxxxxx Department of Management Services 0000 Xxxxxxxxx Xxx, Xxxxx 000.0X Xxxxxxxxxxx, XX 00000 (000) 000-0000 Dear Xx. Xxxxxxxx, Xxxxxxx & Marsal Public Sector Services, LLC (A&M) is pleased to submit to the State of Florida our response to the request for qualified vendors for Management Consulting Services, State Term Contract (STC) Number 80101500-20-1. Xxxxxxx & Marsal is laser-focused on helping government organizations improve their operational excellence. We seek to help agencies minimize inefficiency Information Gathering 12 Phase 2: Audit Criteria Definition 13 Phase 3: Audit Procedures Definition 13 Phase 4: Audit Plan Deliverable 14 Phase 5: The Audit 15 Phase 6: Audit Conclusion 15 Talent and maximize service delivery to constituents, making each tax dollar go further. Based on our experience working with other state and local governments, we are fully qualified to exceed your expectations in: 1. Provision of expert advice, assistance, guidance, or counseling in support of a state customer’s mission-oriented business functions; and 2. Studies, analyses, and reports supporting any proposed developmental, consultative, or implementation efforts.Staffing 16