Fort Walton Beach Council agenda — 03-13-2007 regular agenda — reading text

accumulate records containing data which should be reflected in your books and records. You will determine that all such data, if necessary, will be so reflected. Accordingly, you will not expect us to maintain copies of such records in our possession. The assistance to be supplied by your personnel, including the preparation of schedules and analyses of accounts, has been discussed and coordinated with the appropriate individuals. The timely and accurate completion of this work is an essential condition to our completion of the audit and issuance of our audit report. Our fees are based on the time required by the individuals assigned to the engagement, plus direct expenses. Interim billings will be submitted as work progresses and as expenses are incurred. Our fees for the services described in this letter will not exceed $ 60,265, $ 62,073, and $ 63, 935 for the years ending September 30, 2007, 2008, and 2009, respectively. The fees above assume a Federal and or State Single Audit in the years noted as well as traditional support provided by the City. In addition we have informed you of several standards changes and we have attempted to factor in the changes in our audit procedures as a result new standards currently known to us. However we will inform you of any circumstances that could impact the fees quoted as soon as they become known to us. All other provisions of this letter will survive any fee adjustment. In accordance with our firm policies, work may be suspended if your account becomes 25 days or more overdue and will not be resumed until your account ispaid in full. If we elect to terminate our services for nonpayment, our engagement will be deemed to have been completed upon written notification of termination, even if we have not completed our report. You will be obligated to compensate us for all time expended and to reimburse us for all out- of-pocket expenditures through the date of termination. All invoices will be due immediately when rendered. No payment terms are granted. If payment is not received by the 25th ofthe following month, a late charge of 1.5% from the date until paid will be added to the outstanding balance each month. Honorable Mayor and City Council Members City of Fort Walton Beach, Florida March 6, 2007 Page five Per the City of Fort Walton Beach, Florida' s request, this contract may be extended for an additional three ( 3) year period. Fees for the additional three ( 3) year periods will be negotiated at that time. Our report on the financial statements is not to be included in an official statement or other document involved with the sale of debt instruments without our prior consent. Additionally, if you intend to publish or otherwise reproduce the financial statements and/or make reference to us or our audit, you agree to provide us with printer' s proofs or master for our review and consent before reproduction and/or release occurs. You also agree to provide us with a copy ofthe final reproduced material for our consent before it is distributed or released. Our fees for any additional services that may be required under our quality assurance system as a result of the above will be established with you at the time such services are determined to be necessary. This letter constitutes the complete and exclusive statement of agreement between O' Sullivan Creel, LLP, and City of Fort Walton Beach, Florida, superseding all proposals oral or written and all other communication, with respect to the terms of the engagement between the parties. In accordance with Government Auditing Standards, a copy of our most recent peer review report is enclosed ( Attachment I), for your information. If this letter defines the arrangements as you understand them, please sign and date the enclosed copy, and return it to us. We appreciate your business. Sincerely, O' SULLIVAN CREEL, LLP Certified Public Accountants & Consultants Ii~~~ on, CPA Confirmed on behalf of the City of Fort Walton Beach, Florida. Signature Title Date  CITY COUNCIL MEETING March 13, 2007 Regular Agenda Consideration of adoption of the City of Fort Walton Beach Strategic Plan 2007 City Manager) Council Action 1st 2nd Vote: Agenda Item Number: RG - 1 0  CITY OF FORT WALTON BEACH, FLORIDA MEMORANDUM DATE: March 7, 2007 TO: Joyce Shanahan, City Manager FROM: SUBJECT: Carole Jones, Executive Assistant Draft Strategic Plan 2007 B Please find attached the draft Strategic Plan 2007, which is the work document resulting from Council Strategic Planning Session on January 20, 2007. The products, timetable and responsibilities were identified in a Directors' workshop held thereafter. Thank you. Icj U:\ CJones\DPT0 2b\ CMO\Strategic Plan\2007\ 03- 07- 07 Agenda Item memo. doc  NOe.X page: 2 section: edgements 3 1. ACknoW\ and purpose 4- 2. \ntroduction j x;>,\ t\. and Mission o wx/? <}< ~;; 6 3. \ Hsion procr~ l X'Y' j, p\ anning _,~~ V:;';'" 7 4. strategic ot GC~cti" l~ i~l),:;( dentit\cation SX;0>',,~ ;:;:; 10 j~ j': .;::,;::~~"". 5. \ n llW1t\\ All ementa(t' 1)t.~~ X,;.., i;\, 16 6. \mp\ r..:',,.', " ' S;'" ,,,...., tl;';::' Xi 1. con~~_\~~,'!)) i0fi\ l" ltfl!! 17 ents Adl~tion,{lmend~ Y' "," '/; V,,\:':.,,' 0\')\ 8 Wi;,..",.;;\ y.x>,, i'f;V Plan VIIs fli~~_ did~;.9f ..;;\'\,;;;; 20, 2007 strategiC Jan itA\" u~~ VQ1;a i; ;!:;;; P";;; ng '",~. o:;;',\\',\, 1..,''/ j/ Y0'\\ Z,:,. ' X' AW0'~ fi0;\\> . 2\~~~ F,,< F~~}; 1 FORT WALTON BEACH CITY COUNCIL Mike Anderson, Mayor Mike Holmes Seat 1 Bill Patterson Seat 21;;; W Bob Campbell l~ j;': e,:,;""",;,',.,~.:'~ r' r c;~