MINUTES OF MEETING 

REUNION EAST 

COMMUNITY DEVELOPMENT DISTRICT 

 

 The Audit Committee meeting of the Board of Supervisors of the Reunion West 
Community Development District was held on Thursday, January 11, 2024 at 1:00 p.m. at the 
Heritage Crossing Community Center, 7715 Heritage Crossing Way, Reunion, Florida. 

 

 Present were: 

 

 Mark Greenstein Chairman 

 Steven Goldstein Vice Chairman 

 Trudy Hobbs Assistant Secretary 

 John Dryburgh (via Zoom) Assistant Secretary 

 June Wispelwey Assistant Secretary 

 

 

 Also present were: 

 

 

 Tricia Adams District Manager 

 Kristen Trucco District Counsel 

 

 

FIRST ORDER OF BUSINESS Roll Call 

 Ms. Adams called the Audit Committee meeting to order at 1:00 p.m. A quorum was 
present. 

 

SECOND ORDER OF BUSNESS Public Comment Period 

 There being no comments, the next item followed. 

 

THIRD ORDER OF BUSINESS Review of Proposals and Tally of Audit 
Committee Members Rankings 

A. DiBartolomeo, McBee, Hartley & Barnes 
B. Grau & Associates 


Ms. Adams recalled at the December meeting, the Board appointed themselves as an 
Audit Committee. The Audit Committee approved a Request for Proposal (RFP) for auditing 
services and approved the form of notice and criteria that would be used to evaluate the 
proposals that were received. At the direction of the Audit Committee, staff sent out an RFP to 


six different auditing firms and two responses were received: one from DiBartolomeo, McBee, 
Hartley & Barnes (DiBartolomeo) and one from Grau & Associates (Grau). Grau was the 
current auditor and they were at the end of their five-year audit service agreement. They were 
the auditor for the past five years. Along with the proposals, which were included in the agenda 
package, there was a criteria ranking form. For each criterion, the Board could award up to 20 
points for a total of up to 100 points. The Board could either fill it out individually or do a 
consensus ranking, where they would look together at each criterion and determine the points to 
award, based on the proposals that were provided and rank the number one and number two 
firms. In this situation, Ms. Adams recommended a consensus ranking. During the regular 
Board of Supervisors meeting, the Board would accept the ranking from the Audit Committee 
and direct staff to enter into a five-year agreement. Each year, an engagement letter was 
presented to the Board to approve the annual audit. This was the second or third year that GMS 
received proposals from DiBartolomeo. They were new to Community Development Districts 
(CDDs), but all of the audits that they performed, were filed on time without errors. Grau had 
more experience, because they were the largest auditing firm for CDDs in Florida, but in every 
aspect, DiBartolomeo was capable. They have all of the abilities of personnel, ability to furnish 
the required services and understand the scope of work based on audits that they performed from 
other Districts. 

The Board discussed the evaluation criteria and provided the following ranking, based on 
Ms. Adams suggestions: 1) Ability of Personnel – DiBartolomeo, McBee, Hartley & Barnes: 
20 and Grau & Associates: 19 (due to both being highly qualified CPAs, but DiBartolomeo was 
higher as they had larger staff); 2) Proposers Experience - DiBartolomeo, McBee, Hartley & 
Barnes: 19 and Grau & Associates: 20 (Grau had more direct experience with CDDs); 3) 
Understanding the Scope of Work - DiBartolomeo, McBee, Hartley & Barnes: 20 and Grau & 
Associates: 20; 4) Ability to Furnish the Required Services - DiBartolomeo, McBee, Hartley 
& Barnes: 20 and Grau & Associates 20 and 5) Price - DiBartolomeo, McBee, Hartley & 
Barnes: 20 (due to being lowest bidder, bidding $4,600 versus Grau bidding $7,500) and Grau & 
Associates: 15. Based on the ranking, Ms. Adams announced that DiBartolomeo, McBee, 
Hartley & Barnes received 99 points and was ranked the number one firm and Grau & 
Associates was ranked number two with 94 points. 

 


On MOTION by Ms. Hobbs seconded by Mr. Greenstein with all 
in favor accepting the ranking of DiBartolomeo, McBee, Hartley & 
Barnes as the number one ranked firm to provide auditing services 
and Grau & Associates number two was approved. 

 

FOURTH ORDER OF BUSINESS Adjournment 

 

On MOTION by Mr. Greenstein seconded by Mr. Goldstein with 
all in favor the Audit Committee meeting was adjourned at 1:10 
p.m. Signature - Tricia Adams
Signature - Mark Greenstein


 

 

 

 

 

 

Secretary/Assistant Secretary Chairman/Vice Chairman