CARIBE PALM COMMUNITY DEVELOPMENT
DISTRICT

MIAMI-DADE COUNTY Regular Board Meeting & Public Hearing
MAY 6, 2024
6:45 P.M.

Special District Services, Inc. 8785 SW 165th Avenue, Suite 200
Miami, FL 33193
www.caribepalmcdd.org 786.303.3661 Telephone 877.SDS.4922 Toll Free 561.630.4923 Facsimile

AGENDA
CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT
Silver Palms Mailbox Kiosk 23020 SW 113th Passage Miami, Florida 33170
REGULAR BOARD MEETING & PUBLIC HEARING
May 6, 2024
6:45 p.m.

Call to Order
Proof of Publication	Page 1
Establish Quorum
Additions or Deletions to Agenda
Comments from the Public for Items Not on the Agenda
Approval of Minutes
April 1, 2024 Regular Board Meeting	Page 2
Public Hearing
Proof of Publication	Page 4
Receive Public Comments on Fiscal Year 2024/2025 Final Budget
Consider Resolution No. 2024-03 – Adopting a Fiscal Year 2024/2025 Final Budget	Page 5
Old Business
Update Regarding Entrance Feature Painting
Update Regarding Surveillance Cameras Project
New Business
Consider Resolution No. 2024-04 – Adopting a Fiscal Year 2024/2025 Meeting Schedule	Page 12
Consider Appointment of Audit Committee & Approval of Evaluation Criteria	Page 14
Administrative & Operational Matters
Board Member & Staff Closing Comments
Adjourn

MIAMI-DADE

STATE OF FLORIDA COUNTY OF MIAMI-DADE:

Before the undersigned authority personally appeared ROSANA SALGADO, who on oath says that he or she is the LEGAL CLERK, Legal Notices of the Miami Daily Business Review f/k/a Miami Review, of Miami-Dade County, Florida; that the attached copy of advertisement, being a Legal Advertisement of Notice in the matter of

CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT - FISCAL YEAR 2023/2024 REGULAR MEETING SCHEDULE

in the XXXX Court,
was published in a newspaper by print in the issues of Miami Daily Business Review f/k/a Miami Review on

09/25/2023

i:

Affiant further says that the newspaper complies with all legal  requirements	for  publication  in  chapter	50,  Florida

Sworn to and subscribed before me this

25  day	SEPTEMBER, A.O. 2023

(SEAL)
ROSANA SALGADO personally known to me

/JFFl f··-, CHRISTINA LYNN RAVIX-DORLEANS
t:: { ::! Commission# HH 332954
"·1,,;,,,;,,.,;,,i,Y Expires November 19, 2026

CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT REGULAR BOARD MEETING
APRIL 1, 2024

CALL TO ORDER

The April 1, 2024, Regular Board Meeting of the Caribe Palm Community Development District (the “District”) was called to order at 6:49 p.m. in the Silver Palms Mailbox Kiosk located at 23020 SW 113th Passage, Miami, Florida 33170.

PROOF OF PUBLICATION

Proof of publication was presented that notice of the April 1, 2024, Regular Board Meeting had been published in the Miami Daily Business Review on September 25, 2023, as legally required.

ESTABLISH A QUORUM
It was determined that the attendance of Chairperson Madeline Martin, Vice Chairperson Merlin Nicieza and Supervisors Carmen Maseda and Robert Fox constituted a quorum and it was in order to proceed with the meeting.

Staff present: District Manager Armando Silva of Special District Services, Inc.

ADDITIONS OR DELETIONS TO AGENDA

Mr. Silva requested to have the following item added to the agenda:

Discussion Regarding General Election Qualifying Period (Seat #3 & #4): Noon, Monday, June 10, 2024 through Noon, Friday, June 14, 2024

The Board acknowledged his request.

COMMENTS FROM THE PUBLIC FOR ITEMS NOT ON THE AGENDA

There were no comments from the public for items not on the agenda.

APPROVAL OF MINUTES
1. March 4, 2024, Regular Board Meeting

The minutes of the March 4, 2023, Regular Board Meeting were presented and the Board was asked if there were any changes. A motion was made by Ms. Maseda, seconded by Ms. Nicieza and unanimously passed approving the minutes of the March 4, 2024, Regular Board Meeting, as presented.

OLD BUSINESS

Mr. Silva stated that WAR Protection One, Inc. commence Phase II of the License Plate Recognition (“LPR”) Cameras Installation Project within the next two weeks. He is waiting on the low voltage electrical line trenching to take place which will bring electricity from the mailbox kiosk area to the new LPR cameras location.

In addition, Mr. Silva stated that the contractor working on the painting project for the entrance feature (State of the Art Marble) informed him that the keystone around the entrance feature has several cracks that need to be repaired and the steel letters are corroded. A proposal for the keystone repairs and restoration of the letters was presented in the amount of $4,250. The Board had previously requested District Management to reach out to the contractors who originally provided a quote so that they could also provide a quote for the additional work but the other contractors refused to re-bid. A discussion ensued after which:

A motion was made by Mr. Fox, seconded by Ms. Maseda and passed (4 to 1 – Merlin Nicieza abstained from voting due to possible voting conflict –FORM 8B was filed) to approve the change-order from State of the Art Marble in the amount of $4,250.

NEW BUSINESS

There was no new business to discuss.

ADMINISTRATIVE & OPERATIONAL MATTERS

Discussion Regarding General Election Qualifying Period (Seat #3 & #4): Noon, Monday, June 10, 2024 through Noon, Friday, June 14, 2024

Mr. Silva advised the Board that the two (2) seats whose terms are expiring in November 2024 are Seat #3 (Madeline Martin) and Seat #4 (Merlin Nicieza). Mr. Silva further explained that the qualifying period to run for the District election on the general election ballot would be from noon on June 10, 2024, through noon on June 14, 2024.

BOARD MEMBER & STAFF CLOSING COMMENTS

There were no Board Member or Staff closing comments.

ADJOURNMENT

There being no further business to come before the Board, a motion was made by Ms. Nicieza, seconded by Ms. Maseda and unanimously passed adjourning the Regular Board Meeting at 7:15 p.m.

Secretary/Assistant Secretary	Chairperson/Vice Chairperson

Publication Date 2024-04-23

Subcategory Miscellaneous Notices

Notice of Public Hearing
and Regular Board Meeting of the
Caribe Palm Community Development District
The Board of Supervisors (the "Board") of the Caribe Palm Community Development District (the "District") will hold a Public Hearing and Regular Board Meeting on May 6, 2024, at 6:45 p.m., or as soon thereafter as the meeting can be heard, at the Silver Palms Mailbox Kiosk located at 23020 SW 113th Passage, Miami, Florida 33170.
The purpose of the Public Hearing is to receive public comment on the District's Fiscal Year 2024/2025 Proposed Final Budget. A copy of the Proposed Final Budget and/or the Agenda may be obtained from the District's website (www.caribepalmcdd.org) or by calling the District Manager's office at (786) 347-2711, during normal business hours. The purpose of the Regular Board Meeting is for the Board to consider any District business which may lawfully and properly come before the Board. The meetings are open to the public and will be conducted in accordance with the provisions of Florida law for community development districts. Meetings may be continued as found necessary to a time and place specified on the record.
There may be occasions when one or two Board Members will participate by telephone; therefore, a speaker telephone will be present at the meeting location so that Board Members may be fully informed of the discussions taking place.
In accordance with the provisions of the Americans with Disabilities Act, any person requiring special accommodations or an interpreter to participate at these meetings should contact the District Manager at (786) 347-2711 and/or toll free at 1-877-737-4922, at least seven (7) days prior to the date of the meetings. If any person decides to appeal any decision made with respect to any matter considered at this Public Hearing and Regular Board Meeting, such person will need a record of the proceedings and such person may need to ensure that a verbatim record of the proceedings is made at their own expense and which record includes the testimony and evidence on which the appeal is based.
Caribe Palm Community Development District www.caribepalmcdd.org
PUBLISH: Miami Herald 04/16/24 & 04/23/24 W00000000
Publication Dates

RESOLUTION NO. 2024-03

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT APPROVING AND ADOPTING A FISCAL YEAR 2024/2025 FINAL BUDGET INCLUDING NON-AD VALOREM SPECIAL ASSESSMENTS; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Caribe Palm Community Development District (“District”) has prepared a Proposed Budget and Final Special Assessment Roll for Fiscal Year 2024/2025 and has held a duly advertised Public Hearing to receive public comments on the Proposed Budget and Final Special Assessment Roll; and,

WHEREAS, following the Public Hearing and the adoption of the Proposed Budget and Final Assessment Roll, the District is now authorized to levy non-ad valorem assessments upon the properties within the District.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT, THAT:

Section 1. The Final Budget and Final Special Assessment Roll for Fiscal Year 2024/2025 attached hereto as Exhibit “A” is approved and adopted, and the assessments set forth therein shall be levied.

Section 2.  The Secretary of the District is authorized to execute any and all necessary transmittals, certifications or other acknowledgements or writings, as necessary, to comply with the intent of this Resolution.

PASSED, ADOPTED and EFFECTIVE this 6th day of May, 2024.

ATTEST:	CARIBE PALM
COMMUNITY DEVELOPMENT DISTRICT

By:			By:		 Secretary/Assistant Secretary			Chairperson/Vice Chairperson

Caribe Palm Community Development District

Final Budget For Fiscal Year 2024/2025
October 1, 2024 - September 30, 2025

CONTENTS

FINAL BUDGET

II	DETAILED FINAL BUDGET

Ill	DETAILED FINAL DEBT SERVICE FUND BUDGET

IV	ASSESSMENT COMPARISON

FINAL BUDGET
CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025
OCTOBER 1, 2024 - SEPTEMBER 30, 2025

REVENUES	
FISCAL YEAR 2024/2025
BUDGET	
Administrative Assessments	47,255	
Maintenance Assessments	57,659	
Debt Assessments	161,614	
Other Revenues	0	
Interest Income	1,080	
		
TOTAL REVENUES	$	267,608	
		
EXPENDITURES		
Maintenance Expenditures		
Engineering/Inspections	2,800	
Engineering - Special Projects	3,000	
Community Security	6,000	
Security Cameras/MTE/Upkeep	12,000	
FP&L Meter/Mailbox Area	4,200	
Street/Roadway Drainage Maintenance	4,200	
Maintenance/Contingency	22,000	
Total Maintenance Expenditures	$	54,200	
		
Administrative Expenditures		
Supervisor Fees	10,000	
Payroll Taxes (Employer)	765	
Management	30,360	
Secretarial And Field Operations	6,600	
Legal	4,000	
Assessment Roll	7,500	
Audit Fees	3,800	
Insurance	7,300	
Legal Advertisements	1,800	
Miscellaneous	1,500	
Postage	300	
Office Supplies	450	
Dues & Subscriptions	175	
Trustee Fees	3,850	
Continuing Disclosure Fee	350	
Website Management	1,750	
Total Administrative Expenditures	$	80,500	
		
TOTAL EXPENDITURES	$	134,700	
		
REVENUES LESS EXPENDITURES	$	132,908	
		
Bond Payments	(151,917)	
		
BALANCE	$	(19,009)	
		
County Appraiser & Tax Collector Fee	(5,330)	
Discounts For Early Payments	(10,661)	
		
EXCESS/ (SHORTFALL)	$	(35,000)	
		
Carryover From Prior Year	35,000	
		
NET EXCESS/ (SHORTFALL)	$	

4/26/2024 9:32 AM	Page 8

DETAILED FINAL BUDGET
CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025
OCTOBER 1, 2024 - SEPTEMBER 30, 2025

REVENUES	
FISCAL YEAR 2022/2023
ACTUAL	
FISCAL YEAR 2023/2024
BUDGET	
FISCAL YEAR 2024/2025
BUDGET	

COMMENTS	
Administrative Assessments	80,071	80,454	47,255	Expenditures Less Interest & Carryover/.94	
Maintenance Assessments	58,533	57,659	57,659	Expenditures/.94	
Debt Assessments	161,616	161,614	161,614	Bond Payments/.94	
Other Revenues	1,907	0	0		
Interest Income	19,247	720	1,080	Interest Estimated At $90 Per Month	
					
TOTAL REVENUES	$	321,374	$	300,447	$	267,608		
					
EXPENDITURES					
Maintenance Expenditures					
Engineering/Inspections	1,800	2,800	2,800	No Change From 2023/2024 Budget	
Engineering - Special Projects	0	3,000	3,000	No Change From 2023/2024 Budget	
Community Security	0	6,000	6,000	No Change From 2023/2024 Budget	
Security Cameras/MTE/Upkeep	10,128	12,000	12,000	No Change From 2023/2024 Budget	
FP&L Meter/Mailbox Area	1,405	4,200	4,200	No Change From 2023/2024 Budget	
Streel/Roadway Drainage Maintenance	9,700	4,200	4,200	No Change From 2023/2024 Budget	
Maintenance/Contingency	16,761	22,000	22,000	No Change From 2023/2024 Budget	
Total Maintenance Expenditures	$	39,794	$	54,200	$	54,200		
					
Administrative Expenditures					
Supervisor Fees	9,400	8,000	10,000	Supervisor Fees	
Payroll Taxes (Employer)	719	612	765	Supervisor Fees *7.65%	
Management	30,360	30,360	30,360	No Change From 2023/2024 Budget	
Secretarial And Field Operations	6,600	6,600	6,600	No Change From 2023/2024 Budget	
Legal	0	4,000	4,000	No Change From 2023/2024 Budget	
Assessment Roll	7,500	7,500	7,500	As Per Contract	
Audit Fees	3,600	3,700	3,800	$100 Increase From 2023/2024 Budget	
Insurance	6,134	6,600	7,300	Fiscal Year 2023/2024 Expenditure Was $6,594	
Legal Advertisements	782	650	1,800	Costs Will Increase Due To Closing Of The Miami Business Review	
Miscellaneous	1,445	1,500	1,500	No Change From 2023/2024 Budget	
Postage	461	250	300	$50 Increase From 2023/2024 Budget	
Office Supplies	391	450	450	No Change From 2023/2024 Budget	
Dues & Subscriptions	175	175	175	No Change From 2023/2024 Budget	
Trustee Fees	3,780	3,850	3,850	No Change From 2023/2024 Budget	
Continuing Disclosure Fee	350	350	350	No Change From 2023/2024 Budget	
Website Management	1,750	1,750	1,750	No Change From 2023/2024 Budget	
Total Administrative Expenditures	$	73,447	$	76,347	$	80,500		
					
TOTAL EXPENDITURES	$	113,241	$	130,547	$	134,700		
					
REVENUES LESS EXPENDITIJRES	$	208,133	$	169,900	$	132,908		
					
Bond Payments	(154,057)	(151,917)	(151,917)	2025 P & I Payments Less Earned Interest	
					
BALANCE	$	54,076	$	17,983	$	(19,009)		
					
County Appraiser & Tax Collector Fee	(2,888)	(5,994)	(5,330)	Two Percent Of Total Assessment Roll	
Discounts For Early Payments	(11,135)	(11,989)	(10,661)	Four Percent Of Total Assessment Roll	
					
EXCESS/ (SHORTFALL)	$	40,053	$	-	$	(35,000)		
					
Carryover From Prior Year	0	0	35,000	Carryover From Prior Year	
					
NET EXCESS/ (SHORTFALL)	$	40,053	$	-	$		

4/26/2024 9:32 AM	II	Page 9

DETAILED FINAL DEBT SERVICE FUND BUDGET CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025
OCTOBER 1, 2024 - SEPTEMBER 30, 2025

REVENUES	
FISCAL YEAR

2022/2023

ACTUAL	
FISCAL YEAR

2023/2024

BUDGET	
FISCAL YEAR

2024/2025

BUDGET	

COMMENTS	

Interest Income	
6,721	
100	
500	
Projected Interest For FY 2024/2025	

NAV Tax Collection	
154,057	
151,917	
151,917	
Maximum Debt Service Collection	

Total Revenues	
$	160,778	
$	152,017	
$	152,417		

EXPENDITURES					

Principal Payments	
87,000	
90,000	
94,000	
Principal Payment Due In 2025	

Interest Payments	
62,525	
57,680	
54,000	
Interest Payments Due In 2025	

Bond Redemption	
0	
4,337	
4,417	
Bond Redemption	

TOTAL EXPENDITURES	
$	149,525	
$	152,017	
$	152,417		

EXCESS/ (SHORTFALL)	
$	11,253	
$	-	
$		

Series 2017 Bond Refunding Information

Original Par Amount = Interest Rate =
Issue Date= Maturity Date=

Par Amount As Of 1/1/24 =

$1,870,000 3.5%-4.5%
July 2017
May 2035

$1,384,000

Annual Principal Payments Due = Annual Interest Payments Due =

May 1st
May 1st & November 1st

4/26/2024 9:32 AM	111

Page 10

Caribe Palm Community Development District Assessment Comparison

	Fiscal Year 2021/2022
Assessment				Fiscal Year 2022/2023
Assessment				Fiscal Year 2023/2024
Assessment				Fiscal Year 2024/2025
Projected Assessment		
	Before Discount*				Before Discount*				Before Discount*				Before Discount*		

Administrative For Twenty Three Foot Lots		
$	269.83				
$	268.93				
$	271.81				
$	159.65		
Maintenance For Twenty Three Foot Lots		$	200.62				$	197.75				$	194.80				$	194.80		
Debt For Twenty Three Foot Lots		$	493.08				$	493.08				$	493.08				$	493.08		
Total For Twenty Three Foot Lots		$	963.53				$	959.76				$	959.69				$	847.53		

Administrative For Fifty Foot Lots		$	269.83				$	268.93				$	271.81				$	159.65		
Maintenance For Fifty Foot Lots		$	200.62				$	197.75				$	194.80				$	194.80		
Debt For Fifty Foot Lots		 $	604.96				 $	604.96				 $	604.96				$	604.96		
Total For Fifty Foot Lots		$	1,075.41				$	1,071.64				$	1,071.57				$	959.41		

* Assessments Include the Following:		
4% Discount for Early Payments 1% County Tax Collector Fee
1% County Property Appraiser Fee		
Community Information:		
Twenty Three Foot Lots	156	
Fifty Foot Lots	140	
Total Units	296	

4/26/2024 9:32 AM	IV	Page 11

RESOLUTION NO. 2024-04

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT, ESTABLISHING A REGULAR MEETING SCHEDULE FOR FISCAL YEAR 2024/2025 AND SETTING THE TIME AND LOCATION OF SAID DISTRICT MEETINGS; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, it is necessary for the Caribe Palm Community Development District ("District") to establish a regular meeting schedule for fiscal year 2024/2025; and

WHEREAS, the Board of Supervisors of the District has set a regular meeting schedule, location and time for District meetings for fiscal year 2024/2025 which is attached hereto and made a part hereof as Exhibit “A”.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT, MIAMI-DADE COUNTY, FLORIDA, AS FOLLOWS:

Section 1.   The above recitals are hereby adopted.

Section 2.  The regular meeting schedule, time and location for meetings for fiscal year 2024/2025 which is attached hereto as Exhibit “A” is hereby adopted and authorized to be published.
PASSED, ADOPTED and EFFECTIVE this 6th day of May, 2024.

ATTEST:	CARIBE PALM
COMMUNITY DEVELOPMENT DISTRICT

By:			By:		 Secretary/Assistant Secretary			Chairperson/Vice Chairperson

CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025024 REGULAR MEETING SCHEDULE

NOTICE IS HEREBY GIVEN that the Board of Supervisors of the Caribe Palm Community Development District will hold Regular Meetings in the Silver Palms Mailbox Kiosk located at 23020 SW 113th Passage, Miami, Florida 33170, at 6:45 p.m. on the following dates:

October 7, 2024
November 4, 2024
December 2, 2024
February 3, 2025
March 3, 2025
April 7, 2025
May 5, 2025
June 2, 2025
July 7, 2025
August 4, 2025

The purpose of the meetings is to conduct any business coming before the Board. The meetings are open to the public and will be conducted in accordance with the provisions of Florida law. Copies of the Agenda for any of the meetings may be obtained from the District’s website or by contacting the District Manager at 786-347-2711 and/or toll free at 1-877-737-4922 prior to the date of the particular meeting.

From time to time one or two Supervisors may participate by telephone; therefore, a speaker telephone will be present at the meeting location so that Supervisors may be fully informed of the discussions taking place. Said meeting(s) may be continued as found necessary to a time and place specified on the record.

If any person decides to appeal any decision made with respect to any matter considered at these meetings, such person will need a record of the proceedings and such person may need to insure that a verbatim record of the proceedings is made at his or her own expense and which record includes the testimony and evidence on which the appeal is based.

In accordance with the provisions of the Americans with Disabilities Act, any person requiring special accommodations or an interpreter to participate at any of these meetings should contact the District Manager at 786-347-2711 and/or toll free at 1-877-737-4922 at least seven (7) days prior to the date of the particular meeting.
Meetings may be cancelled from time to time without advertised notice.
CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT
www.caribepalmcdd.org

PUBLISH: MIAMI DAILY BUSINESS REVIEW 00/00/24

CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT AUDITOR SELECTION
EVALUATION CRITERIA

Ability of Personnel (10 Points).

(E.g., geographic locations of the firm’s headquarters or permanent office in relation to the project; capabilities and experience of key personnel; evaluation of existing work load; proposed staffing levels, etc.)

Proposer’s Experience (10 Points).

(E.g. past record and experience of the Proposer in similar projects; volume of work previously performed by the firm; past performance for other Community Development Districts in other contracts; character, integrity, reputation of Proposer, etc.)

Understanding of Scope of Work (10 Points).

Extent to which the proposal demonstrates an understanding of the District’s needs for the services requested.

Ability to Furnish the Required Services (10 Points).

Present ability to manage this project and the extent to which the proposal demonstrates the adequacy of Proposer’s financial resources and stability as a business entity necessary to complete the services required (E.g. the existence of any natural disaster plan for business operations).

Price (10 Points).
Points will be awarded based upon the price bid for the rendering of the services and reasonableness of the price to the services.

CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS

District Auditing Services for Fiscal Years 2023/2024, 2024/2025 and 2025/2026 With Two Year Option (2026/2027 and 2027/2028)
Miami-Dade County, Florida

CARIBE PALM COMMUNITY DEVELOPMENT DISTRICT AUDITOR SELECTION INSTRUCTIONS TO PROPOSERS

SECTION 1. DUE DATE. Sealed proposals must be received no later than August 20, 2024 at 4:00 p.m., at the offices of District Manager, located at 2501A Burns Road, Palm Beach Gardens, Florida 33410.

SECTION 2. FAMILIARITY WITH THE LAW. By submitting a proposal, the Proposer is affirming its familiarity and understanding with all federal, state, and local laws, ordinances, rules and regulations that in any manner affect the work. Ignorance on the part of the Proposer will in no way relieve it from responsibility to perform the work covered by the proposal in compliance with all such laws, ordinances and regulations.

SECTION 3. QUALIFICATIONS OF PROPOSER. The contract, if awarded, will only be awarded to a responsible Proposer who is qualified by experience and licensing to do the work specified herein. The Proposer shall submit with its proposal satisfactory evidence of experience in similar work and show that it is fully prepared to complete the work to the satisfaction of the District.

SECTION 4. REJECTION OF PROPOSAL. Proposers shall be disqualified and their proposals rejected if the District has reason to believe that collusion may exist among the Proposers, the Proposer has defaulted on any previous contract or is in arrears on any previous or existing contract, or for failure to demonstrate proper licensure and business organization.

SECTION 5. SUBMISSION OF PROPOSAL. Submit one (1) copy of the Proposal Documents and one digital copy, and other requested attachments at the time and place indicated herein, which shall be enclosed in an opaque sealed envelope, marked with the title “Auditing Services – Caribe Palm Community Development District” on the face of it.

SECTION 6. MODIFICATION AND WITHDRAWAL.  Proposals may be
modified or withdrawn by an appropriate document duly executed and delivered to the place where proposals are to be submitted at any time prior to the time and date the proposals are due. After proposals are opened by the District, no proposal may be withdrawn for a period of ninety (90) days.

SECTION 7. PROPOSAL DOCUMENTS. The proposal documents shall consist of the notice announcing the request for proposals, these instructions, the Evaluation Criteria Sheet and a proposal with all required documentation pursuant to Section 12 of these instructions (the “Proposal Documents”).

SECTION 8. PROPOSAL. In making its proposal, each Proposer represents that it has read and understands the Proposal Documents and that the proposal is made in accordance therewith.

SECTION 9. BASIS OF AWARD/RIGHT TO REJECT. The District reserves the right to reject any and all proposals, make modifications to the work, and waive any informalities or irregularities in proposals as it is deemed in the best interests of the District.

SECTION 10. CONTRACT AWARD. Within fourteen (14) days of receipt of the Notice of Award from the District, the Proposer shall enter into and execute a Contract (engagement letter) with the District.

SECTION 11. LIMITATION OF LIABILITY. Nothing herein shall be construed as or constitute a waiver of District’s limited waiver of liability contained in section 768.28, Florida Statutes, or any other statute or law.

SECTION 12. MISCELLANEOUS. All proposals shall include the following information in addition to any other requirements of the proposal documents.

List position or title of all personnel to perform work on the District audit. Include resumes or each person listed; list years of experience in present position for each party listed and years of related experience.

Describe proposed staffing levels, including resumes with applicable certifications.

Three references from projects of similar size and scope. The Proposer should include information relating to the work it conducted for each reference as well as a name, address and phone number of a contact person.
SECTION 13. PROTESTS. Any protest regarding the Proposal Documents, must be filed in writing, at the offices of the District Manager, within seventy-two (72) hours after receipt of the Request for Proposals and Evaluation Criteria or other contract documents. The formal protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failure to timely file a formal written protest shall constitute a waiver of any right to object or protest with respect to the aforesaid Request for Proposals, Evaluation Criteria, or other contract documents.

SECTION 14. EVALUATION OF PROPOSALS. The criteria to be used in the evaluation are presented in the Evaluation Criteria Sheet, contained within the Proposal Documents.

SECTION 15. REJECTION OF ALL PROPOSALS. The District reserves the right to reject any and all bids, with or without cause, and to waive technical errors and informalities, as determined to be in the best interests of the District.