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Home My WebLink AboutCPF Audit DENIS NONCARROW �� Town Hall,53095 Main Road TOWN CLERK ® P.O.Box 1179 Southold,New York 11971 REGISTRAR OF VITAL STATISTICS ��' Fax(631)765-6145 MARRIAGE OFFICER ��'° ®�' Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER www.southoldtownny.gov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD February 29, 2024 Michael J. Maresco, CPA Rehm—Maresco 286 Main Street East Setauket,NY 11733 Dear Mr. Maresco: Congratulations. At the regular Town Board meeting held on February 27, 2024 the Town Board accepted the RFP of Rehn-Maresco for the annual audit of the Community Preservation Funds for the 2023 year. A certified copy of the resolution is enclosed. Thank you for your RFP. Very truly yours, Sabrina M. Born Deputy Town Clerk Ens. Southold Town Board - Letter Board Meeting of February 27, 2024 RESOLUTION 2024-194 Item# 5.23 ADOPTED DOC ID: 20008 THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO. 2024-194 WAS ADOPTED AT THE REGULAR MEETING OF THE SOUTHOLD TOWN BOARD ON FEBRUARY 27,2024: 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 $7,500 for the preparation of an annual audit of the Community Preservation Funds for the year 2023 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 2023 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 $7,500 for the CPF audit years 2024 and 2025, 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 Albert J Krupski, Jr to execute an engagement letter with Michael J. Maresco, Certified Public Accountant, rejZardin2 the preparation of an annual audit of the Peconic Bay Community Preservation Fund for the year ended December 31,2023, in accordance with the bid proposal submitted to the Town, and subject to the approval of the Town Attorney. Legal Charge to CM.1320.4.500.300 Denis Noncarrow Southold Town Clerk RESULT: ADOPTED [UNANIMOUS] MOVER: Greg Doroski, Councilman SECONDER:Brian O. Mealy, Councilman AYES: Doroski, Mealy, Smith, Krupski Jr, Doherty, Evans Generated February 28, 2024 Page 46 DENIS NONCARROW =� G.j� Town Hall,53095 Main Road TOWN CLERKp P.O.Box 1179 ti = Southold,New York 11971 REGISTRAR OF VITAL STATISTICS O Fax(631)765-6145 MARRIAGE OFFICER Telephone(631)765-1800 RECORDS MANAGEMENT OFFICER ��.� `1►a www.southoldtownny.gov FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD BID OPENING RFP for CPF 2023 Bid Opening 2/22/2023 2:00 P.M. One (1) bid received Rehn Maresco See Attached 286 Main Street East Setauket,NY 11733 631-751-3886 Rehn ® Mar,esco Maresca LLC, CPA's January 15, 2024 Ms. Cathy Kreshon Southold Town Senior Office Assistant Southold Town Hall PO Box 1179 Southold, NY 11971 Dear Ms. Kreshon: Our firm is interested in performing the Land Preservation Department Community Preservation Funds annual audit for 2023. 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.Ten 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$7,500. Sincerely, /tom C& Michael . Maresco, CPA 286 Main Street•East Setauket•New York• 11733 •T:631-751-3886•F:631-751-2740 1� i 7 ` `1 •nf pis'+\Y-iL �iU r+@�,y 1 �•L,�rE •'1 •x/1!1 ! S I I w t • Rehn o Maresce Maresca LLC,CPA's i I 286 Main Street•East Setauket•New York•11733 t � Ifj s � I E t i I G CJ.\ 1 t 2 $' e C✓�� l c� {J �J �`1 c) nZ r►1✓ t c C.s f1 L J �1 7 I . � c 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 2023 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 Thursday, February 22, 2024 and must be delivered to the Southold Town Clerk's office, Southold Town Hall, 53095 Main Road, Southold,New York 11971 by 2:00 PM on that date. Bid proposals must be in sealed envelopes and clearly marked, "2023 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 2023 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 2023 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, C 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. January 30, 2024 BY ORDER OF THE SOUTHOLD TOWN BOARD Denis Noncarrow, Southold Town Clerk r LEGAL NOTICE NOTICE TO BIDDERS REQUEST FOR PROPOSALS ' Town of Southold Land Preservation Department Community Preservation Funds Annual Audit The Town of Southold is interested in receivina written bid proposals from aualified vendors for the preparation of an annual audit of the Communitv Preservation Funds for the vear 2023 for purposes of determinina 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 Droposals are due on Thursday, February 22, 2024 and must be delivered to the Southold Town Clerk's office, Southold Town Hall, 53095 Main Road. Southold, New York 11971 by 2:00 PM on that date. Bid DroDosals must be in sealed envelopes and clearlv marked, "2023 CPF Audit". specifications and/or aualifications are may be found on the town website www.southoldtownnv.aov or by contactina the Southold Town Clerk's Office (631) 765-1800. The Town will review all Droposals and choose the Drofessional whom the Town deems to be most capable of Droviding the services souaht herein. The Town may consider other factors in-addition to the costs for such services, includina. but not limited to, the professional's credentials, experience within the Town-of Southold, and the Town Board's assessment of the Drofessional's abilitv based upon the submissions made with the resDonse to this proposal, previous submissions to the various town boards or subsequent inquiries or interviews. January 30, 2024 BY ORDER OF THE SOUTHOLD TOWN BOARD Denis Noncarrow Southold Town Clerk J 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 2023 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 Thursday, February 22, 2024 and must be delivered to the Southold Town Clerk's office, Southold Town Hall, 53095 Main Road, Southold,New York 11971 by 2:00 PM on that date. Bid proposals must be in sealed envelopes and clearly marked, "2023 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 2023 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 2023 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. January 30, 2024 BY ORDER OF THE SOUTHOLD TOWN BOARD Denis Noncarrow, Southold Town Clerk 4 t DENIS NONCARROW Town Hall, 53095 Main Road TOWN CLERK P.O. Box 1179 REGISTRAR OF VITAL STATISTICS Southold,New York 11971 MARRIAGE OFFICER ��1 „ � Fax(631) 765-6145 RECORDS MANAGEMENT OFFICER Telephone (631) 765-1800 FREEDOM OF INFORMATION OFFICER OFFICE OF THE TOWN CLERK TOWN OF SOUTHOLD BID OPENING 2023-5 RFP for CPF Audit Bid Opening 1/29/24 No bids received i Times Review Media Group Invoice#: 615752d5 j The Suffolk Times Date: 01/02/2024 i Bill To Customer Email SOUTHOLD TOWN CLERKlynda.rudder@town.southold.ny.us I Affidavits will be mailed or emailed (as ordered) 7 days AFTER THE LAST INSERTION DATE. j Description Publish.Date m Amount.! PUBLIC 01/11/2024 $28.42 Affidavit(eMail) 1 $25.00 Affidavit(Mail) 0 $0.00 I Total: $53.42 ' Please remit checks payable to: Balance: i $53.42 Times Review Media Group [ PO Box 1500 ' 1 Mattituck, NY 11952 The invoice number MUST be included on your check to ensure.that your payment is E applied correctly. _ - - - -- 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 2023 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 Monday, January 29, 2024 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, "2023 CPF Audit" Specifications may be obtained from the Town website southoldtownny.gov or Contacting the Town Clerk's office at 631/765- 1800 December 19, 2023 BY ORDER OF THE SOUTHOLD TOWN BOARD Denis Noncarrow, Southold Town Clerk i NOTICE TO BIDDERS i 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 2023 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 Monday,January 29,2024 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, "2023 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 2023 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 2023 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, r 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. STATE OF NEW YORK) SS: COUNTY OF SUFFOLK) Denis Noncarrow, Town Clerk of the Town of Southold,New York being duly sworn, says that on the 41h day of January , 2024, 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 and the Southold Town website, www.southoldtownny.gov . RFP for CFP 2023 Audit Denis Noncarrow Southold Town Clerk Sworn before me this 4th day of Janua 024. 6;7u,,� Notary Public RESOLUTION 2023-1041 ADOPTED DOC ID: 19803 THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO. 2023-1041 WAS ADOPTED AT THE REGULAR MEETING OF THE SOUTHOLD TOWN BOARD ON DECEMBER 19,2023: 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 2023-25, in accordance with specifications and/or qualifications, subject to the approval of the Town Attorney. Denis Noncarrow Southold Town Clerk RESULT: ADOPTED [UNANIMOUS] MOVER: Brian O. Mealy, Councilman SECONDER:Sarah E. Nappa, Councilwoman AYES: Nappa, Doroski, Mealy, Doherty, Evans, Russell �UFFOI� RESOLUTION 2023-1041 ADOPTED DOC ID: 19803 THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO. 2023-1041 WAS ADOPTED AT THE REGULAR MEETING OF THE SOUTHOLD TOWN BOARD ON DECEMBER 19,2023: 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 2023-25, in accordance with specifications and/or qualifications, subject to the approval of the Town Attorney. Denis Noncarrow Southold Town Clerk RESULT: ADOPTED [UNANIMOUS] MOVER: Brian O. Mealy, Councilman SECONDER:Sarah E. Nappa, Councilwoman AYES: Nappa, Doroski, Mealy, Doherty, Evans, Russell