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Home My WebLink About2020 CPF Audit FO(��® ELIZABETH A.NEVILLE,MMC �� Town Hall,53095 Main Road TOWN CLERKo P.O.Box 1179 W Southold,New York 11971 REGISTRAR OF VITAL STATISTICS p ® Fax(631)765-6145 MARRIAGE OFFICER Q Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER Oj �►� www.southoldtownnygov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD February 8, 2021 --- -- - -_--,- -- Michael-J. Maresco, CPA Rehn—Maresco 286 Main Street East Setauket,NY 11733 Dear Mr. Maresco: Congratulations. At the regular Town Board meeting held on February 2, 2021, the Town Board accepted the RFP of Rehn-Maresco for the annual audit of the Community Preservation Funds for the 2020 year. A certified copy of the resolution is enclosed. Thank you for your RFP. Very truly yours, ':'j VJ,—M Lynda M Rudder Deputy Town Clerk Ens. Southold Town Board - Letter Board Meeting of February 2, 2021 RESOLUTION 2021-132 Item # 5.17 ADOPTED DOC ID: 16819 THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO. 2021-132 WAS ADOPTED AT THE REGULAR MEETING OF THE SOUTHOLD TOWN BOARD ON FEBRUARY 2,2021: RESOLVED that the Town Board of the Town of Southold hereby accepts the bid of Michael J.Maresco, CPA of Rehn - Maresco,East Setauket, New'York, in an amount not to exceed $5,500 for the preparation of an annual audit of the Community Preservation Funds for the year 2020 for purposes of determining whether the fund has been administered consistent with the provision of New York State Law § 64-e and Southold Town Code Chapter 17. Contract period shall be from date of award until completion of the 2020 Community Preservation Fund audit with an option for renewal, under the same terms and conditions,with concurrence of the Town and the contractor for two additional one-year periods in an amount not to exceed$5,500 for the CPF audit years 2021 and 2022, all in accordance with the bid proposal; and, be it further RESOLVED that the Town Board of the Town of Southold hereby authorizes and directs Supervisor Scott A.Russell to execute an engagement letter with Michael J. Maresco, Certified Public Accountant, regarding the preparation of an annual audit of the Peconic Bay Community Preservation Fund for the year ended December 31,2020, in accordance with the bid proposal submitted to the Town, and subject to the approval of the Town Attorney. ae*?.2 � Elizabeth A. Neville Southold Town Clerk RESULT: ADOPTED [UNANIMOUS] MOVER: Robert Ghosio, Councilman SECONDER:Louisa P. Evans, Justice AYES: Nappa, Dinizio Jr, Doherty, Ghosio, Evans, Russell Generated February 3. 2021 Page 25 01 Stu F ELIZABETH A.NEVILLE,MMC h5 �y Town Hall, 53095 Main Road TOWN CLERK ® P.O.Box 1179 COD Z Southold,New York 11971 REGISTRAR OF VITAL STATISTICS S ® Fax(631)765-6145 MARRIAGE OFFICER �� !► ® Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER FREEDOM OF INFORMATION OFFICER www southoldtownny.gov OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD BID OPENING 2020 RFP for CPF Audit Bid Opening 1/28/2021 One bid received Rehn—Maresco See Attached 286 Main Street East Setauket,NY 11733 631/751-3886 Maresca LLC, CPA's January 25,2020 Ms. Elizabeth A. Neville Southold Town Clerk Southold Town Hall PO Box 1179 Southold, NY 11971 Dear Ms. Neville: Our firm is interested in performing the Land Preservation Department Community Preservation Funds annual audit for 2020 and if the Town Board concurs 2021 and 2022. Since my firm presently performs the audit and also does the CPF audit for Shelter Island Town, I understand the provisions of section 64-e of the Town Law of the State of New York,"Peconic Bay Region Community Preservation Funds," and all the amendments thereto. The audit will be completed and submitted to the Town within sixty days of the execution of the agreement between the Town and our firm. Five copies of the audit will be submitted to the Land Preservation Department of the Town of Southold for its distribution to the State Comptroller,Town Comptroller,and to the Southold Town Clerk. Our fee for these services will be our standard hourly rate and will not exceed$5,500 for each year. Sincerely, r Michael J. Maresco,CPA 208 Main Street•East Setauket•New York•11733•T.B31-751-3006•F:631-751-2740 ,�4rj02528950 STATE OF NEW YORK) )SS: COUNTY OF SUFFOLK) Lori Bazata of Mattituck,in said county,being duly sworn,says that she is Principal Clerk of THE SUFFOLK TIMES , a weekly newspaper,published at Mattituck, in the Town of Southold, County of Suffolk and State of New York, and that the Notice of which the annexed is a printed copy, has been regularly published in said Newspaper once each week for 1 weeks(s),successfully commencing on 12/24/2020 r Principal Clerk Sworn to before me this C2`7 day of amav pl"�� A . BARBARA H. TANDY Notary Public, State Of New York No. 01 TA6086001 Qualified In Suffolk County Commission Expires 01/13/20 03 TYPESET: Fri Dec 18 11:56:34 EST 2020 ity based upon the submissions made with the LEGAL NOTICE response to this proposal,previous submis- NOTICE TO BIDDERS sions to the various town boards or subse- REQUEST FOR PROPOSALS quent inquiries or interviews. Town of Southold Dated- December 15,2020 Land Preservation Department ELIZABETH A NEVILLE Community Preservation Funds SOUTHOLD TOWN CLERK Annual Audit 2528950 The Town of Southold is interested in re- ceiving written bid proposals from qualified vendors for the preparation of an annual audit of the Community Preservation Funds for the year 2020 for purposes of determining whether the fund has been administered con- sistent with the provisions of New York State Law§64-e and Southold Town Code Chapter 17.Written bid proposals are due on Wednes- day,January 27,2021 and must be delivered to the Southold Town Clerk's office,Southold Town Hall,53095 Main Road,Southold,New York 11971 by 4.00 PM on that date Bid proposals must be in sealed envelopes and clearly marked,"2020 CPF Audit". The following specifications and/or qualifications are required and may not be deviated from- . Must be qualified to prepare an annual audit of properties acquired through Commu- nity Preservation Funds of the Town of South- old. Must possess qualifications or certifica- tions as either an Independent Certified Pub- lic Accountant or an Independent Public Ac- countant,and may not be the accountant that performs the general audit of the Town's fi- nances. • The audit is to be conducted in confor- mity with U S generally accepted accounting principles and auditing standards. Must have knowledge of the provisions of§64-e of the Town Law of the State of New York,"Peconic Bay Region Community Pres- ervation Funds",and all amendments thereto Said Audit for the 2020 fiscal year must be initiated upon awarding of the contract and completed with due diligence. The Audit must be completed and submitted to the Town within sixty(60)days of the execution of an agreement between the Town and the auditor. • Ten(10) copies of the Audit shall be submitted to the Land Preservation Depart- ment of the Town of Southold for its distribu- tion to the State Comptroller,Town Comp- troller,and to the Southold Town Clerk.The Audit shall then be made available to the public within thirty(30)days of its comple- tion. • A Notice of the Audit's completion will be published in the official newspaper of the Town of Southold and posted on the official sign board of the Town within ten(10)days of its filing with the Town Clerk.Said Audit and Notice shall also be posted on the intemet site for the Town The bid price shall not include any tax, federal,state,or local,from which the Town of Southold is exempt. Contract period shall be from the date of award until completion of the 2020 Commu- nity Preservation Fund audit,with an option for renewal,under the same terms and con- ditions,with concurrence of the Town and the Contractor for two additional one-year periods. The Town will review all proposals and choose the professional whom the Town deems to be most capable of providing the services sought herein The Town may con- sider other factors in addition to the costs for such services,including,but not limited to, the professional's credentials, experience within the Town of Southold,and the Town Board's assessment of the professional's abil- Rudder, Lynda From: TR - Legals <legals@timesreview.com> Sent: Friday, December 18, 2020 11:58 AM To: Rudder, Lynda; Lisa Finn (lisaahfinn@gmail.com); Michaelis,Jessica; Reisenberg, Lloyd; Southold Local (denise@southoldlocal.com); Dinizio,James; Doherty,Jill; Doroski, Bonnie; Ghosio, Bob; Louisa Evans; Nappa, Sarah; Neville, Elizabeth; Noncarrow, Denis; Norklun, Stacey; Russell, Scott; Standish, Lauren;Tomaszewski, Michelle; Burke,John; Duffy, Bill; Hagan, Damon; Mirabelli, Melissa Cc: Doroski, Melanie Subject: Re: RFP cpf 2021 for publication Attachments: Ad_Imag e_Preview.pdf[78].pdf,Ad_Order_Form.pdf[54].pdf Hello, This notice has been scheduled,the attached documents serve as your confirmation, invoice and proof. Please review for accuracy. Payment is due upon receipt. Affidavits are processed and mailed out a week after the final publication date of the notice. Thank you. Sincerely, Greg Messinger r�- 1r1�1l� � UW- ,kREVW I P.W WDIA GROUP Greg Messinger Sales Production Assistant 631.354.8013(direct) gmessinger@ timesreview.com www.timesreview.com From: Rudder, Lynda <lynda.rudder@town.southold.ny.us> Date: Thursday, December 17, 2020 at 9:49 AM To:TR- Legals<legals@timesreview.com>, Lisa Finn (lisaahfinn@gmail.com) <lisaahfinn@gmail.com>, Michaelis,Jessica <jessicam@southoldtownny.gov>, Reisenberg, Lloyd <Lloyd.Reisenberg@town.south old.ny.us>, Southold Local (denise@southoldlocal.com) <denise@southoldlocal.com>, Dinizio,James <james.dinizio@town.southold.ny.us>, Doherty, Jill 1 <jill.doherty@town.southold.ny.us>, Doroski, Bonnie<Bonnie.Doroski@town.southold.ny.us>, Ghosio, Bob <bob.ghosio@town.southold.ny.us>, Louisa Evans <Ipevans06390@gmail.com>, Nappa, Sarah <sarahn@southoldtownny.gov>, Neville, Elizabeth <E.Nevi Ile @town.southold.ny.us>, Noncarrow, Denis <denisn@southoldtownny.gov>, Norklun, Stacey<Stacey.Norklun@town.southold.ny.us>, Rudder, Lynda <lynda.rudder@town.southold.ny.us>, Russell, Scott <scottr@southoldtownny.gov>, Standish, Lauren <Lauren.Standish@town.southold.ny.us>, Tomaszewski, Michelle <michellet@town.southold.ny.us>, Burke, John <johnbu@southoldtownny.gov>, Duffy, Bill <billd@southoldtownny.gov>, Hagan, Damon <damonh@southoldtownny.gov>, Mirabelli, Melissa <melissam@southoldtownny.gov> Cc: Doroski, Melanie <Melanie.Doroski@town.southold.ny.us> Subject: RFP cpf 2021 for publication Please publish in the next edition of the Suffolk Times and the town website,thank you 2 STATE OF NEW YORK) SS: COUNTY OF SUFFOLK) LYNDA M RUDDER, Deputy Town Clerk of the Town of Southold,New York being duly sworn, says that on the 18th_ day of December , 2020, a notice of which the annexed printed notice is a true copy was affixed, in a proper and substantial manner, in a most public place in the Town of Southold, Suffolk County,New York, to wit: Town Clerk's Bulletin Board, 53095 Main Road, Southold,New York. RFP for 2020 Community Preservation Funds Audit ynda M Rudder Southold Deputy Town Clerk Sworn before me this 18th day of December _ , 2020. Notar ublic BONNIEJ.DOROSKI Notary Public,State Of New York No.01D06095328,Suffolk County Term Expires July 7,20 _ Rudder, Lynda From: TR - Legals <legals@timesreview.com> Sent: Friday, December 18, 2020 11:58 AM To: Rudder, Lynda; Lisa Finn (lisaahfinn@gmail.com); Michaelis,Jessica; Reisenberg, Lloyd; Southold Local (denise@southoldlocal.com); Dinizio,James; Doherty,Jill; Doroski, Bonnie; Ghosio, Bob; Louisa Evans; Nappa, Sarah; Neville, Elizabeth; Noncarrow, Denis; Norklun, Stacey; Russell, Scott; Standish, Lauren;Tomaszewski, Michelle; Burke,John; Duffy, Bill; Hagan, Damon; Mirabelli, Melissa Cc: Doroski, Melanie Subject: Re: RFP cpf 2021 for publication Attachments: Ad_Image_Preview.pdf[78].pdf,Ad_Order_Form.pdf[54].pdf Hello, This notice has been scheduled,the attached documents serve as your confirmation, invoice and proof. Please review for accuracy. Payment is due upon receipt. Affidavits are processed and mailed out a week after the final publication date of the notice. Thank you. Sincerely, Greg Messinger Y'IiS Vl'g F DIA CROUP Greg Messinger Sales Production Assistant 631.354.8013(direct) gmessinger@timesreview.com www.timesreview.com From: Rudder, Lynda <lynda.rudder@town.southold.ny.us> Date:Thursday, December 17, 2020 at 9:49 AM To:TR - Legals <legals@timesreview.com>, Lisa Finn (lisaahfinn@gmail.com) <lisaahfinn@g'mail.com>, Michaelis,Jessica <jessicam@southoldtownny.gov>, Reisenberg, Lloyd <Lloyd.Reisenberg@town.southold.ny.us>, Southold Local (denise@southoldlocal.com) <denise@southoldlocal.com>, Dinizio,James <james.dinizio@town.southold.ny.us>, Doherty, Jill i <jill.doherty@town.southold.ny.us>, Doroski, Bonnie<Bonnie.Doroski @town.southold.ny.us>, Ghosio, Bob <bob.ghosio@town.southold.ny.us>, Louisa Evans <lp0vans06390@gmail.coM>, Nappa, Sarah <sarahn@southoldtownny.gov>, Neville, Elizabeth <E.Neville@town.southold.ny.us>, Noncarrow, Denis <denisn@southoldtownny.gov>, Norklun, Stacey<Stacey.Norklun@town.southold.ny.us>,.Rudder, Lynda <lynda.rudder@town.southold.ny.us>, Russell, Scott<scottr@southoldtownny.gov>, Standish, Lauren <Lauren.Standish@town.southold.ny.us>, Tomaszewski, Michelle <michellet@town.southold.ny.us>, Burke, John <johnbu@southoldtownny.gov>, Duffy, Bill <billd@southoldtownny.gov>, Hagan, Damon <damonh@southoldtownny.gov>, Mirabelli, Melissa <melissam@southoldtownny.gov> Cc: Doroski, Melanie <Melanie.Doroski@town.southold.ny.us> Subject: RFP cpf 2021 for publication Please publish in the next edition of the Suffolk Times and the town website,thank you z NOTICE_ TO BIDDERS REQUEST FOR PROPOSALS, Town of Southold Land Preservation Department Community Preservation Funds Annual Audit The Town of Southold is interested in receiving written bid proposals from qualified vendors for the preparation of an annual audit of the Community Preservation.Funds for the year 2020 for purposes of determining whether the fund has been administered consistent with the provisions of New York State Law § 64-e and Southold Town Code Chapter 17. Written bid proposals are due on Wednesday, January 27, 2021 and must be delivered to the Southold Town Clerk's office, Southold Town Hall, 53095 Main Road, Southold,New York 11971 by 4:00 PM on that date. Bid proposals must be in sealed envelopes and clearly marked, "2020 CPF Audit". The following specifications and/or qualifications are required and may not be deviated from: • Must be qualified to prepare an annual audit of properties acquired through Community Preservation Funds of the Town of Southold. • Must possess qualifications or certifications as either an Independent Certified Public Accountant or an Independent Public Accountant, and may not be the accountant that performs the general audit of the Town's finances. • The audit is to be conducted in conformity with U.S. generally accepted accounting principles and auditing standards. • Must have knowledge of the provisions of § 64-e of the Town Law of the State of New York, "Peconic Bay Region Community Preservation Funds", and all amendments thereto. • Said Audit for the 2020 fiscal year must be initiated upon awarding of the contract and completed with due diligence. The Audit must be completed and submitted to the Town within sixty(60) days of the execution of an agreement between the Town and the auditor. • Ten(10)copies of the Audit shall be submitted to the Land Preservation Department of the Town of Southold for its distribution to the State Comptroller, Town Comptroller, and to the Southold Town Clerk.The Audit shall then be made available to the public within thirty (30) days of its completion. • A Notice of the Audit's completion will be published in the official newspaper of the Town of Southold and posted on the official sign board of the Town within ten (10) days of its filing with the Town Clerk. Said Audit and Notice shall also be posted on the internet site for the Town. • The bid price shall not include any tax, federal, state, or local, from which the Town of Southold is exempt. _ • Contract period shall be from the date of award until completion of the 2020 Community Preservation Fund audit, with an option for renewal, under the same terms and conditions, with concurrence of the Town and the Contractor for two additional one-year periods. The Town will review all proposals and choose the professional whom the Town deems to be most capable of providing the services sought herein. The Town may consider other factors in addition to the costs for such services, including, but not limited to, the professional's credentials, experience within the Town of Southold, and the Town Board's assessment of the professional's ability based upon the submissions made with the response to this proposal, previous submissions to the various town boards or subsequent inquiries or interviews. Dated: December 15, 2020 ELIZABETH A. NEVILLE SOUTHOLD TOWN CLERK PLEASE PUBLISH ON DECEMBER 24,2020,AND FORWARD ONE (1) AFFIDAVIT OF PUBLICATION TO ELIZABETH A. NEVILLE, TOWN CLERK, TOWN HALL,PO BOX 1179, SOUTHOLD,NY 11971. Copies to the following: The Suffolk Times Town Board Members Town Attorney Town Clerk's Bulletin Board NOTICE TO BIDDERS REQUEST FOR PROPOSALS Town of Southold Land Preservation Department Community Preservation Funds Annual Audit The Town of Southold is interested in receiving written bid proposals from qualified vendors for the preparation of an annual audit of the Community Preservation Funds for the year 2020 for purposes of determining whether the fund has been administered consistent with the provisions of New York State Law § 64-e and Southold Town Code Chapter 17. Written'bid proposals are due on Wednesday, January 27, 2021 and must be delivered to the Southold Town Clerk's office, Southold Town Hall, 53095 Main Road, Southold,New York 11971 by 4:00 PM on that date. Bid proposals must be in sealed envelopes and clearly marked, "2020 CPF Audit". The following specifications and/or qualifications,are required and may not be deviated from: • Must be qualified to prepare an annual audit of properties acquired through Community Preservation Funds of the Town of Southold. • Must possess qualifications or certifications as either an Independent Certified Public Accountant or an Independent Public Accountant, and may not be the accountant that performs the general audit of the Town's finances. • The audit is to be conducted in conformity with U.S. generally accepted accounting principles and auditing standards. • Must have knowledge of the provisions of § 64-e of the Town Law of the State of New York,"Peconic Bay Region Community Preservation Funds",and all amendments thereto. • Said Audit for the 2020 fiscal year must be initiated upon awarding of the contract and completed with due diligence. The Audit must be completed and submitted to the Town within sixty(60) days of the execution of an agreement between the Town and the auditor. • Ten(10)copies of the Audit shall be submitted to the Land Preservation Department of the Town of Southold for its distribution to the State Comptroller, Town Comptroller, and to the Southold Town Clerk.The Audit shall then be made available to the public within thirty (30) days of its completion. • A Notice of the Audit's completion will be published in the official newspaper of the Town of Southold and posted on the official sign board of the Town within ten (10) days of its filing with the Town Clerk. Said Audit and Notice shall also be posted on the internet site for the Town. • The bid price shall not include any tax, federal, state, or local, from which the Town of Southold is exempt. • Contract period shall be from the date of award until completion of the 2020 Community Preservation Fund audit, with an option for renewal, under the same terms and conditions, with concurrence of the Town and the Contractor for two additional one-year periods. The Town will review all proposals and choose the professional whom the Town deems to be most capable of providing the services sought herein. The Town may consider other factors in addition to the costs for such services, including, but not limited to, the professional's credentials, experience within the Town of Southold, and the Town Board's assessment of the professional's ability based upon the submissions made with the response to this proposal,previous submissions to the various town boards or subsequent inquiries or interviews. Dated: December 15, 2020 ELIZABETH A. NEVILLE SOUTHOLD TOWN CLERK PLEASE PUBLISH ON DECEMBER 24, 2020, AND FORWARD ONE (1)AFFIDAVIT OF PUBLICATION TO ELIZABETH A. NEVILLE, TOWN CLERK, TOWN HALL,PO BOX 1179, SOUTHOLD,NY 11971. Copies to the following: The Suffolk Times Town Board Members Town Attorney Town Clerk's Bulletin Board Southold Town Board - Letter Board Meeting of December 15, 2020 gUFfO(. RESOLUTION 2020-817 Item# 5.19 '�� COGs4 ADOPTED DOC ID: 16607 THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO. 2020-817 WAS ADOPTED AT THE REGULAR MEETING OF THE SOUTHOLD TOWN BOARD ON DECEMBER 15,2020: RESOLVED that the Town Board of the Town of Southold hereby authorizes and directs the Town Clerk to advertise a Request for Proposals for an annual audit of the Community Preservation Funds.for the year 2020, in accordance with specificati6iis`and/or qualifications,- subject ualifications,subject to the approval of the Town Attorney. Elizabeth A. Neville Southold Town Clerk RESULT: ADOPTED [UNANIMOUS] MOVER: James Dinizio Jr, Councilman SECONDER:Louisa P. Evans, Justice AYES: Nappa, Dinizio Jr, Doherty, Ghosio, Evans, Russell Generated December 17, 2020 Page 29