Please email s.blakecpa@emergeaccounting.com with any questions. Thank you.
Emerge Accounting CPA, PC Proposal for Hudson Housing Authority
We want the opportunity to work for you and with you.
Sedrick D. Blake, CEO Emerge CPA
2578 Middle Coray Circle
Marietta, GA 30066
Email: s.blakecpa@emergeaccounting.com
Phone: 888-777-6CPA (6272)
Cell: 404-906-2800
Fee Accounting Proposal Job ID 8793 Hudson Housing Authority
TABLE OF CONTENTS
TITLE PAGE
TABLE OF CONTENTS
TAB 1:
LETTER OF INTEREST
TAB 2:
UNDERSTANDING OF THE SCOPE OF SERVICE
Professional Credentials
TAB 3:
LIST OF PREVIOUS ENGAGEMENTS
Client List
Reference Letters
TAB 4:
PROFILE OF THE PROPOSER’S PRINCIPALS, STAFF AND FACILITIES
TAB 5:
DEBARRMENT CERTIFICATION
TAB 6:
CLIENT LIST
TAB 7:
FEES FOR SERVICES
TAB 8:
OTHER INFORMATION
Continuing Education Certification
Staff Resumes
2578 Middle Coray Circle Marietta, GA 30066
Office: 888-777-6CPA Mobile: 404-906-2800 Email: s.blakecpa@emergeaccounting.com
Hudson Housing Authority Attn: Jeffrey Dodson Job ID 8793
41 North 2 nd Street Hudson, NY 12534
RE: Job ID 8793
Dear Mr. Dodson and the Hudson Housing Authority Evaluation Committee:
This is a proposal to become the authority’s Fee Accountant. We appreciate the consideration which our proposal will receive. In this letter I will be switching from 1 st to 3 rd person so please work with me here. Also, I am requesting your indulgence for a few paragraphs. This is not just another proposal. I am excited to be submitting this proposal for this opportunity for the following reasons: Sedrick Blake is a product of public housing. Sedrick lived in public housing until the 4 th grade. He received his undergraduate degree from Memphis State University and his Executive MBA from Washington University in St. Louis (Wash U). He is a Certified Public Accountant, and the owner of Emerge CPA which he founded in 2008. Prior to forming Emerge CPA, Sedrick worked as the Director of Audits and Federal Grants for the City of St. Louis and our staff of 30 auditors, and 10 Federal Grants accountants was responsible for a $1,000,000,000 annual budget. One of Sedrick’s early jobs in his career was as a staff accountant with the Memphis Housing Authority, and he later founded the internal audit department for the authority. Sedrick and his team have worked over the last 10 years to assist housing authorities to improve financial position and operations across the country. We have assembled an outstanding team of financial, operational and compliance personnel who we can draw from regardless of the situation at hand. Due to our wide network developed over the years, we are also able to tap into external resources on behalf of the authority such as CPAs, accountants and auditors who have worked extensively with housing authorities. We will present you with ideas which you might implement to improve your operations when we find such opportunities, and we are always looking for these types of opportunities. We realize the status quo can be comfortable but we strongly believe your staff will like working with us. Emerge was founded in 2008 to assist PHAs. Additionally, the members of our firm have collective experience of over 50 years of providing full-service accounting. We are a national firm. We are able to bring best practices used by other authorities from across the country to your authority. We want to develop a long-term relationship and see the authority continue to
WORKING TOGETHER FOR A BETTER TOMORROW.
improve upon its good scores and operational efficiencies. You will find our staff not only to be knowledgeable but responsive. We are easy to work with, and we have a sincere interest in helping each department within your agency reach its goals. The unique and varied environment of HUD compliance regulations present challenges to those who work in affordable housing. Emerge™ CPA has the resources, experience and commitment to assist in all aspects of accounting, finance and compliance. We meet our deadlines. We believe our firm to be a perfect CPA partner for you for the reasons expressed above as well as the additional detail you will find within this proposal.
If we have done a good job with this proposal, we have shown we are:
A strong and stable company. We have been providing the exact services as required since 2008. We always meet our deadlines. Our firm members are very responsive. Our firm has extensive experience at each of the requirements listed under the scope of services.
We have provided strong customer references.
We have extensive experience which other agencies of similar size and scope. We bring a wealth of relevant experience. Members of our firm have over 50 years of HUD and affordable housing experience and have performed, managed, or directed over 3,000 audits. The members of our firm have collectively met the accounting needs of thousands. Our insight offers cost-effective recommendations which will help strengthen internal controls, improve operational efficiencies, and ensure compliance with applicable requirements.
We bring unparalleled value to our clients. We work smartly for you.
We bring a team approach to serving your needs. Our team is dedicated to always meeting your needs which helps to provide continuity, depth, and experience. We return all phone calls and emails promptly. After your completed review and evaluation of each of the proposals, we trust you will find our proposal to be the most compelling with the greatest value and benefit. We look forward to receiving a call or email notifying us we are the CPA firm selected to work with your agency for the next several years.
Thank you for your consideration.
Sedrick D. Blake, CPA, EMBA Email: s.blakecpa@emergeaccounting.com Phone: 888-777-6CPA (6272) Cell: 404-906-2800
WORKING TOGETHER FOR A BETTER TOMORROW.
Emerge CPA Licenses/Business Licenses/Tax ID/Insurance
GA Emerge Business License Emerge Accounting CPA PC Control Number: 08093786
Sedrick’s CPA License CPA034734 State of Georgia
Sedrick’s CPA License AC63615 State of Florida
Sedrick’s CPA License CP12300367 State of Indiana
Federal Tax ID Number EIN 26-3923752
Workers’ Compensation Insurance by Employers Preferred Insurance Company Policy # EIG623116600 Expiration date: 12/11/2026 Phone # 844-654-7272
General Liability Insurance Hiscox Insurance Company Policy # HIUS4290949XB3 Expiration date; 12/11/2026 Phone # 844-654-7272 Professional Liability Insurance Hiscox Insurance Company Policy # HIUS4290950XB Expiration date: 12/11/2026 Phone # 844-654-7272
Vehicle Insurance State Farm Insurance Policy #0690565-SFP-11 Expiration Date: June 24, 2026
CLIENT LIST
Madison Housing Authority
Address: 925 Fern Street, Madison, NC 27025 Contact: Denita Herbin, Executive Director
Phone: 336-548-6619
Email: d.herbin@madisonha.org
Our Services: Fee Accounting
Clevland Housing Authority and Western Reserve Address: 8120 Kinsman Rd, Cleveland OH 44104
Contact: Rachel Loewy, Executive Director, Western Reserve
Phone: 216-271-3068, office; 216-233-2669, Cell
loewyr@cmha.net
Email:
Our Services: Fee Accounting/Development Accounting
Cincinnati Metropolitan Housing Authority & Touchstone Property Services
Address: 1635 Western Avenue Cincinnati, OH 45214
Contact : Cedric Oluoch, VP of Finance
Phone : 662-352-6614 Cell
Emai l: Cedric.Oluoch@cintimha.com
Our Services : Fee Accounting/Development Accounting
Ottumwa Housing Authority
Address : 935 West Main Street, Ottumwa, Iowa 52501 Contact : Meliha Cavkusic, Executive Director
Phone : 941-682-8369 Office
Email : mcavkuis@ohatowers.org
Our Services : Audit
[Type here]
CLIENT LIST
Housing Authority of Fulton County
Address : 4273 Wendell Drive, Atlanta, GA 30336 Contact : Veridia Hinton, Executive Director
Phone : 941-682-8369 Office Email : vhinton@hafc.org
Our Services : Fee Accounting and Consulting
Clarksville Housing Authority
Address : 721 Richardson Street, Clarksville, TN 37040 Contact: Betty Burchett, Board Commissioner
931-320-5035
Phone:
Contact : Gregory Stallworth, Board Commissioner
Phone : 931-216-1797 Cell
Our Services : CFO Services / Development Accounting
Housing Authority of Columbus
Address : 914 4th St South, Columbus, MS 39701
Contact : Robert Greathree, Controller
Phone : 662-352-6614 Cell
Email : RobertGreathree@tallha.org Our Services : Development Accounting
Flint Housing Commission
Address : 3820 Richfield Road, Flint, MI 48506
Contact : Rod Slaughter Position : Executive Director
Phone : 810-449-5211
Our Services : Pre-Audit Readiness Services / Financial Statements / Operational Consulting
CLIENT LIST
Public Housing Authority Consultant
Address : 1827 1 st Avenue North, Suite 100, Birmingham, AL 35203
Contact : Ronnie Odom, Housing Authority Consultant
Phone : 903-244-2822 Cell
Email : odomronnie@yahoo.com
Our Services : Financial and Operational Consulting
Fourmidable
Address : 32500 Telegraph Road, Suite 200, Bingham Farms, MI 48025
Contact : Sabrina Bollinger, Director of Affordable Housing Phone : 248-593-4611 Office| 248-867-3959 Cell
Email : sbollinger@fourmidable.com
Our Services : Pre-Audit Readiness Services; Financial Statements; Operational Consulting
Jefferson Parish Housing Authority
Address : 1718 Betty Street, Marrero, LA 70072 Contact : Pamela Watson, Executive Director
Phone : 504-920-1228|Cell
Our Services : Development Accounting
Cuyahoga Housing Authority
Address : 8120 Kinsman Road, Cleveland, OH 44104
Contact : Daniel P. Lally, CPA, Controller
Phone : 216-271-2796
Our Services : Development Accounting
CLIENT LIST
The Housing Authority of The City of Decatur Alabama Address : 100 Wilson St. NE, Decatur, AL 35601 Contact : Taura L. Denmon, Executive Director
Phone : (256)353-4691
Email: Taura.denmon@decatur-housing.org
Our Services : Fee Accounting
Murfreesboro Housing Authority
Address : 415 N. Maple Street, Murfreesboro, TN 37130
Contact : Mark Crocker, Board Chairperson
Phone : 615-893-9414
Email : crocker.md@att.net Our Services : Fee Accounting
FINANCIAL SERVICES 8120 Kinsman Road, Cleveland, Ohio 44104 P: (216) 271-2800 | F: (216) 432-5459 cmha.net
To Whom It May Concern: It is my pleasure to provide this letter of reference for Emerge Accounting CPA PC, (Emerge) a firm with whom the Cuyahoga Metropolitan Housing Authority/Western Reserve Revitalization and Management Co. (CMHA) has had the privilege of partnering with for the past 2 years. Emerge has consistently demonstrated the highest standards of professionalism and expertise in delivering accounting and consulting services tailored to HUD’s Low Rent Public Housing and Multi-Family sectors. Throughout our engagement, Emerge has proven to be a reliable partner, combining technical accuracy with a deep understanding of the unique requirements and regulations governing housing authorities. Their team approaches every assignment with diligence and integrity, ensuring that our financial reporting and compliance needs are met with precision and timeliness. Equally important, Emerge has shown a commitment to availability and responsiveness. Whether addressing routine matters or navigating complex challenges, their staff have been accessible, attentive, and proactive in providing solutions. This level of service has fostered confidence and trust in their work, making them an invaluable resource to CMHA. We have found Emerge’s work ethic to be exemplary. Their dedication to thoroughness and their ability to anticipate and resolve issues have contributed significantly to the efficiency of our operations. The firm’s collaborative approach and clear communication style further enhances their effectiveness as a partner. Based on our experience, I can confidently recommend Emerge Accounting CPA PC to any housing authority seeking a dependable and knowledgeable accounting and consulting firm. Their professionalism, accuracy, and commitment to client service make them well- suited to support the financial and operational needs of public housing organizations.
Sincerely,
Bo Truett Director of Finance
COMMITMENTACCOUNTABILITYRESPECTEXCELLENCESAFETY
CMHA provides reasonable accommodations to persons with disabilities. If you need an accommodation, including auxiliary aids and/or services, please contact CMHA’s Section 504/ADA Coordinator at 216-348-5000 (voice) or 1-800-750-0750 (Ohio Relay Service). Este documento está disponible a petición para interpretación o traducción al Español de gratis.
•EMERGE CERTIFIED :PUBLIC ACCOUNTANTS
Our Story Sedrick D. Blake, CPA, EMBA, the Chief Executive Officer of Emerge CPA has over 25 years of experience providing audit, accounting and consulting experience in the governmental sector. Prior to founding Emerge CPA, Mr. Blake headed the Internal Audit Department for the City of St. Louis responsible for auditing a billion-dollar annual city's budget. It was during this time when Mr. Blake became increasingly concerned regarding the quality of the financial consulting and access to good accounting services not-for-profit entities were receiving. A New Beginning In 2008 Emerge CPA was formed with the principle goal for providing good sound Public Housing Authority consulting and dependable accounting se_ices. Since 2008, Emerge has provided these services to over 75 housing authorities across the country. There have been a number of authorities which Emerge CPA has assisted from troubled to high performers. This transformation of these operations required a combination of implementing sound management and internal controls coupled with meaningful accounting services. However, it has been our experience that as we go through the year-end close process and later the audit process that we often get auditors who do not know PHA accounting. Therefore, the members of our firm have spent countless numbers of hours over the years training auditors to audit PHAs. Continuation of Seices There are many impo^ant reasons an annual audit is required. However, none of the reasons is to intimidate staF and write meaningless findings simply to write a finding. Our firm views the audit process as an opportunity to have trained professionals with an in-depth understanding of HUD, GAAP and business assist to improve audit controls, books and records. This can result in enhanced operations, improved cash-flow and assist in keeping in compliance with funding sources requirements. Oldest and largest does not mean best If a decision to hire a CPA is based on the number of audits performed or how long a firm has been in business, there are 2 nd and 3 rd generation firms which would command your audit which does not necessarily mean that those firms are the right firms for your authority to hire. Emerge has been exclusively performing accounting and consulting to PHAs for the last 15 years. Our people have extensive audit experience. Emerge believes the required audit process should not be just a necessary annual unpleasant requirement; it should be a time where the authority can review its past year's performance to make plans to make the next year better.
U.S. Department of Housing and Urban Development
Certification Regarding Debarment and Suspension
Certification A: Certification Regarding Debarment, Suspension, and Other Responsibility Matters - Primary Covered Transactions 1. The prospective primary participant certifies to the best of its knowl- edge and belief that its principals; a. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal debarment or agency; b. Have not within a three-year period preceding this proposal, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtain- ing, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification, or destruction of records, making false statements, or receiving stolen property; c. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and d. Have not within a three-year period preceding this application/ proposal had one or more public transactions (Federal, State, or local) terminated for cause or default. 2. Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal.
4. The prospective primary participant shall provide immediate writ- ten notice to the department or agency to whom this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become errone- ous by reason of changed circumstances. 5. The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary cov- ered transaction, principal, proposal, and voluntarily excluded , as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549. You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of these regulations. 6.The prospective primary participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction. 7. The prospective primary participant further agrees by submitting this proposal that it will include the clause titled “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclu- sion - Lower Tier Covered Transaction,” provided by the department or agency entering into this covered transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. 8. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines this eligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List. 9. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 10. Except for transactions authorized under paragraph (6) of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause of default.
Instructions for Certification (A)
1. By signing and submitting this proposal, the prospective primary participant is providing the certification set out below. 2. The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certifi- cation or explanation will be considered in connection with the department or agency’s determination whether to enter into this transaction. However, failure of the prospective primary participant to furnish a certification or an explanation shall disqualify such person from participation in this transaction. 3. The certification in this clause is a material representation of fact upon which reliance was place when the department or agency deter- mined to enter into this transaction. If it is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause of default.
form HUD-2992 (3/98)
Page 1 of 2
Certification B: Certification Regarding Debarment, Suspension, Ineli- gibility and Voluntary Exclusion - Lower Tier Covered Transactions 1. The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal depart- ment or agency. 2. Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal.
5. The prospective lower tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this trans- action originated. 6. The prospective lower tier participant further agrees by submitting this proposal that it will include this clause titled “Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclu- sion - Lower Tier Covered Transaction,” without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. 7. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List. 8. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 9. Except for transactions authorized under paragraph (5) of these instructions, if a participant in a lower covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from partici- pation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with which this trans- action originated may pursue available remedies including suspension and/or debarment.
Instructions for Certification (B)
1. By signing and submitting this proposal, the prospective lower tier participant is providing the certification set out below. 2. The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. 3.The prospective lower tier participant shall provide immediate written notice to the person to which this proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 4. The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary cov- ered transaction, principal, proposal, and voluntarily excluded , as used in this clause, have the meanings set out in the Definitions and Coverage sections of rules implementing Executive Order 12549. You may contact the person to which this proposal is submitted for assis- tance in obtaining a copy of these regulations.
Applicant
Date
Signature of Authorized Certifying Official
Title
Glenda Blake
form HUD-2992 (3/98)
Page 2 of 2
CLIENT LIST
Madison Housing Authority
Address: 925 Fern Street, Madison, NC 27025 Contact: Denita Herbin, Executive Director
Phone: 336-548-6619
Email: d.herbin@madisonha.org
Our Services: Fee Accounting
Clevland Housing Authority and Western Reserve Address: 8120 Kinsman Rd, Cleveland OH 44104
Contact: Rachel Loewy, Executive Director, Western Reserve
Phone: 216-271-3068, office; 216-233-2669, Cell
loewyr@cmha.net
Email:
Our Services: Fee Accounting/Development Accounting
Cincinnati Metropolitan Housing Authority & Touchstone Property Services
Address: 1635 Western Avenue Cincinnati, OH 45214
Contact : Cedric Oluoch, VP of Finance
Phone : 662-352-6614 Cell
Emai l: Cedric.Oluoch@cintimha.com
Our Services : Fee Accounting/Development Accounting
Ottumwa Housing Authority
Address : 935 West Main Street, Ottumwa, Iowa 52501 Contact : Meliha Cavkusic, Executive Director
Phone : 941-682-8369 Office
Email : mcavkuis@ohatowers.org
Our Services : Audit
[Type here]
CLIENT LIST
Housing Authority of Fulton County
Address : 4273 Wendell Drive, Atlanta, GA 30336 Contact : Veridia Hinton, Executive Director
Phone : 941-682-8369 Office Email : vhinton@hafc.org
Our Services : Fee Accounting and Consulting
Clarksville Housing Authority
Address : 721 Richardson Street, Clarksville, TN 37040 Contact: Betty Burchett, Board Commissioner
931-320-5035
Phone:
Contact : Gregory Stallworth, Board Commissioner
Phone : 931-216-1797 Cell
Our Services : CFO Services / Development Accounting
Housing Authority of Columbus
Address : 914 4th St South, Columbus, MS 39701
Contact : Robert Greathree, Controller
Phone : 662-352-6614 Cell
Email : RobertGreathree@tallha.org Our Services : Development Accounting
Flint Housing Commission
Address : 3820 Richfield Road, Flint, MI 48506
Contact : Rod Slaughter Position : Executive Director
Phone : 810-449-5211
Our Services : Pre-Audit Readiness Services / Financial Statements / Operational Consulting
CLIENT LIST
Public Housing Authority Consultant
Address : 1827 1 st Avenue North, Suite 100, Birmingham, AL 35203
Contact : Ronnie Odom, Housing Authority Consultant
Phone : 903-244-2822 Cell
Email : odomronnie@yahoo.com
Our Services : Financial and Operational Consulting
Fourmidable
Address : 32500 Telegraph Road, Suite 200, Bingham Farms, MI 48025
Contact : Sabrina Bollinger, Director of Affordable Housing Phone : 248-593-4611 Office| 248-867-3959 Cell
Email : sbollinger@fourmidable.com
Our Services : Pre-Audit Readiness Services; Financial Statements; Operational Consulting
Jefferson Parish Housing Authority
Address : 1718 Betty Street, Marrero, LA 70072 Contact : Pamela Watson, Executive Director
Phone : 504-920-1228|Cell
Our Services : Development Accounting
Cuyahoga Housing Authority
Address : 8120 Kinsman Road, Cleveland, OH 44104
Contact : Daniel P. Lally, CPA, Controller
Phone : 216-271-2796
Our Services : Development Accounting
CLIENT LIST
The Housing Authority of The City of Decatur Alabama Address : 100 Wilson St. NE, Decatur, AL 35601 Contact : Taura L. Denmon, Executive Director
Phone : (256)353-4691
Email: Taura.denmon@decatur-housing.org
Our Services : Fee Accounting
Murfreesboro Housing Authority
Address : 415 N. Maple Street, Murfreesboro, TN 37130
Contact : Mark Crocker, Board Chairperson
Phone : 615-893-9414
Email : crocker.md@att.net Our Services : Fee Accounting
Hudson Housing Authority Fee Proposal
Having become familiar with all of the attached documents, specifications, terms, and conditions of the proposal, Emerge CPA hereby proposes to furnish all labor, supervision, equipment, materials, and supplies to perform the specified work per the RFP at the following prices: We, the undersigned, will furnish services identified in the background and scope of work section of this solicitation based upon the following fee schedule. We have provided a monthly fee based on similar work our firm does with similar sized PHAs. .
$ 2,500
Monthly to include all work required under the RFP.
Blended price per hour for Emerge staff $180.
For site work we will bill for reimbursement of reasonable travel costs to include transportation, lodging, and meals. There will be an annual COLA of 8%. Sedrick D. Blake, CEO – Emerge CPA Sedrick D. Blake, CEO – Emerge CPA
Signature of Bidder
Printer Name of Bidder
Date: 4/27/2026
The Nelrod Co.
IS AWARDED TO:
FOR SUCCESSFULLY COMPLETING ALL REQUIREMENTS OF THE PROGRAM
For Successfully meeting the participation requirements for
ETHICS FOR MANAGEMENT
Jackie Taboada
Be it known by this certificate that
Be it known by this certificate that
Irvenia Brooks
L
SEDRICK D. BLAKE
Founder
PROFESSIONAL SUMMARY
CONTACT
Intrinsic Senior Business Executive motivated and dynamic, with a diverse background providing top-rate customer service, troubleshooting, reconciliation of internal/external clients' concerns, and applying effective communications to better streamline core business operations. Effectively worked with senior management to identify and pursue new business opportunities. Strong expertise with administrative skills, critical thinking, and problem-solving. Focused and driven with proven leadership prowess and a contagious attitude. Responsible self-starter, determined, and loyal, seeking to assist in accomplishing objectives, strategic planning, and forward forward-thinking organization. Founder of Emerge CPA. The firm was founded to assist PHAs with accounting, audit and to add to real estate holdings. Also held the following positions: Qualifying Broker of Blake and Associates Reality, LLC Vice-President of Internal Audit for the City of St. Louis ($1,000,000 annual budget)
Email: s.blakecpa@emergeaccounting.com Toll-Free: (888) 777-6CPA (6272)
EDUCATION
Graduate Studies Executive Masters of Business Administration Washington University – St. Louis, MO Graduate Exchange Student Fudan University, Shanghai China -International Studies
Under Graduate Studies, University of Memphis, Bachelor of Accounting
Director of Federal Grants City of St. Louis Arthur Andersen LLP - Senior Manager
CERTIFICATION
EXPERIENCE
CPA -Certified Public Accountants United States Small Business Administration SBA Certified 8(a) Program Participant
Blake and Associates Reality, LLC CPA -Qualifying Broker BlakeandAssociates Reality, LLC 2008 - Present Manage staff of real estate agents, CPAs, and Accountants Find new real estate opportunities on behalf of clients Complete proforma Complete tax credit applications Negotiate and Close Real Estate Deals
Audit / Fiscal Executive CITY of ST. LOUIS 2006 to 2008
Directed and managed a staff of 40 team members, within the Internal Audit and Federal Grant departments, including evaluations, scheduling and delegating workload Conducted 200+ reviews and audits during tenure including annual Ernst & Young audit resulting in a savings of $80K+ inexternal audit fees Prepared and performed detail audits of all city departments over a two year span Collaborated with management teams to ensure best accounting practices and policies for each department
SEDRICK D. BLAKE
Founder
Executive Graduate Student Washington University 2005 to 2006
The EMBA program is "Defining Leaders, Redefining Leadership" and "Promoting excellence and innovation in management education worldwide". Collaborated with other senior level executives in academic undertakings and simulated business activities resulting in an excellent environment in which to learn and grow as a professional and leader.
STAFF/SENIOR ACCOUNTANT ARTHUR ANDERSEN LLP 1986 to 1991
G
GLENDA S. BLAKE
B
Vice President of Client Relations
PROFESSIONAL SUMMARY
CONTACT
Strategic and results-driven communications professional with a robust background in sales and marketing of digital products within the higher education industry. Leveraging a degree in Communications, consistently planned, organized, and implemented targeted strategies to drive growth in the education technology sales market. Focused, driven, and defined by a deep understanding of client needs, strong presentation skills, and the ability to translate market trends into actionable insights for product development teams. Advised cross-functional teams on emerging marketing trends and product enhancements, created strategic plans for high-value opportunities, and served as a key liaison between academic stakeholders — including department chairs — and internal teams to ensure seamless delivery of top-tier digital solutions for students. Exceptional organization, time management, and project leadership skills. Manage complex initiatives while maintaining a client-first approach.
Email: g.blake@emergeaccounting.com Toll-Free: (888) 777-6CPA (6272)
EDUCATION
Bachelor of Science (Journalism) Arkansas State University – Jonesboro, AR
EXPERTISE
Sales and Marketing Attention to Detail Team Management Adaptability Assistance with Staff Onboarding
EXPERIENCE
Vice President of Client Relations Emerge Accounting CPA PC
Ensure top-tier customer service to clients. Assist with Audits Uphold the firm ’ s commitment to excellence Foster long-term partnership between Emerge CPA Firm and clients.
SKILLS
MS Office Suite SLACK
Marketing and Product Specialist Cengage Group
SalesForce TENMAST
Provided top-tier customer service to clients in the higher education market. Trained professors on implementation of courseware into department curriculum Provided technical assistance to higher education students and faculty on courseware Facilitated focus groups to extract market intelligence to share with product and development teams
J
N. SHAWN JOY
S
Director
PROFESSIONALSUMMARY
CONTACT
Executive-level professional seeking an opportunity to contribute experience, problem solving, strategic and sound business planning skills by bringing a combined twenty-one years of administration, financial and management expertise.
Email: n.joy@emergeaccounting.com
EDUCATION
EXPERIENCE
Keller School of Management – Masters of Accounting and Finance; 2010
Director - Emerge Accounting CPA PC
Project Manager over all engagements for government agencies. Assist the Executive Directors to implement, direct and monitor the financial activities of the agency. Assist on all strategic and tactical matters as they relate to the budget management, cost benefit analysis, forecasting needs and securing of new funding. Work closely with investors, auditors, and developers on Low Income Housing Tax Credits and Rental Assistance Demonstration deals. Prepare and provide all required reporting. Ensure compliance with LPA agreements and regulatory agencies. Monitor and record all trustee account transactions. Maintain expert knowledge of Public Housing, Housing Choice Voucher Program, Tax Credits, Bond Financing, Capital Funds and Mixed Finance Development. Provide organizational responsibility of accounting, budgeting, financial reporting and financial applications on a computerized database.
Belmont University – BBA Accounting; 1998
EXPERTISE
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Accounting
External/Internal Audits Relationship Management
Strategic Planning
Low Income Housing Tax Credit Compliance
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Government and Corporate Accounting
Senior Financial Consultant - Emphasys Consulting
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Rental Assistance Demonstration Compliance
Provide expertise in the use of accounting software to several Housing Authorities to assist Authority in identifying areas for improvement in their internal business practices and workflows. Assist Executive Directors with strategic planning, economic forecasting through detail budgeting and recommendation of operating and reserve levels. Provide technical financial advice on leveraging of reserves to secure and redevelop low income housing with Low Income Housing Tax Credits and Rental Assistance Demonstration deals. Ensure Housing Authorities have proper adherences to Generally Accepted Accounting Principles (GAAP), IRS 1099 regulations, and assist with completing Payroll Processing and Non-profit and LLC Partnership Tax Returns. Prepares Housing Authorities financial statements/reports for internal accounting and auditing as required by laws, statutes or regulations such as GASB and the single Audit Act. Proficient in HUD regulations related to Public Housing, Rental Assistance Demonstration, Housing Choice Voucher, ROSS and other related programs both from a financial and operational perspective. Works with Housing Authorities’ independent auditors and provides financial presentations to Housing Authorities’ board. Data collection and document preparation, of various HUD reports to include Operating Subsidy calculation, Voucher Management System, Executive Compensation and Financial Data Schedule.
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Public Housing Programs Community Development
IRS Tax Compliance
Presentation Development and Delivery
Payroll Processing
Company Formation and Start- up
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Operations and Financial Analysis Property Management Property Rehabilitation
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Property Development; Financial Management
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Budget Management & Preparation Government Funding Software Implementation
Adjunct – Online Accounting Professor- DeVry University
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Design and deliver class instruction through the development of instructional plans to meet course competencies and deliver the instructions as approved. Promote student success by showing flexibility in style and work schedule as well as exhibiting a passion for teaching and students and engaging students in the learning process. Manage the learning environment on e-college platforms through keeping accurate records, submitting grades and other reports on time and enforcing DeVry’s participation policies.
Staff Evaluation
Supervision and Training.
CERTIFICATIONS
N. SHAWN JOY Director
Certified Public
Accountant, 2002
Certified Public Housing Manager, 2005
Chief Financial Officer- Jackson Housing Authority
Member of senior staff responsible for accounting systems, operating and capital budget administration, design and monitoring of financial controls and investment planning activities. Managed team of three, including Accountant II, Accountant/Reception, and Purchase Order Clerk, and annual agency operating budget of $15 million. Increased the operating reserve from $2 million to over $4 million; Assisted in creating investment plans for excess funds and reserves. Ensured compliance with all financial and operational contract reporting requirements for funding and regulatory agencies by being proficient in HUD, IRS, State and Local rules and regulations as it relates to Public Housing, Housing Choice Voucher, LIHTC and other related programs. Preparation of unaudited FDS schedule, IRS Corporate and Non-Profit tax returns in-house to reduce outside professional fees. Implemented transition to project-based budgeting and accounting system to include cost allocation plan during fiscal year 2008. Established through the IRS and State of Tennessee a Non-Profit (501) © (3) CBDO that works in conjunction with the Community Development Program to create an easier avenue to distribute funds to the community. Ensured maintenance of effective internal controls to assure safeguarding of assets and reliability of financial statements. Developed and maintain accounting policies and procedures in compliance with GAAP accounting and supporting documentation. Oversaw acquisition, accountability and disposal of fixed assets. Liaised with Board of Commissioners on all financial and accounting issues.
Certified Government
Financial Manager, 2011
Chief Executive Office – Shawn Joy CPA, PC
Performed audits, reviews, compilations, and federal tax return, bookkeeping and payroll preparation for corporations, partnerships, non-profit organizations, sole proprietors, and individuals. Maintained billing and collection policies; monitored policies for evaluation, acceptance, and continuance of clients. Maintained the firm’s quality control program and standards; Monitor and revise standard policies and procedures to ensure continued effective operations. Coordinated development, implementation, and maintenance of the firm’s philosophy, long-range plans and organizational structure.
StaffAccountant – Jackson General Hospital
Designed and implement action plans focusing on analysis of salaries and financial statement variances. Completed balance sheet and income statement account analysis including supporting documentation. Developed and implemented financial planning and forecasting system. Perform month-end closing procedures including preparing & recording manual and recurring journal entries. Prepare bank reconciliation’s. Prepare monthly and quarterly local tax filing.Assisted Controller on development and implementation of processes and controls.
M
Melanie Richey
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Senior Accountant
CONTACT Email: m.richey@emergeaccounting.com
EXPERIENCE
Senior Accountant Emerge CPA Maintain and process the books for multiple Public Housing Authorities, producing financial statements and intercompany journal entries. Cash: Weekly reconciliation of over hundreds of transactions to deliver accurate bank recons at month end. Maintain financial security by ensuring that internal controls are followed in the environment. Financial Accounting: Prepares financial statements, supporting details, balance sheet reconciliations, income statement analysis and metrics for multiple entities. Assist in the creation of accurate budgets and forecasts that allow for a clear understanding to meet management goals Data Analysis: Maintain data and accuracy of reporting for multiple dashboards. Locate and reconcile financial discrepancies by collecting and analyzing account information.
EDUCATION Master of Business Administration (Accounting & Finance) American Public University Bachelor of Science (Accounting & Finance) American Intercontinental University Bachelor of Science (Human Resource Management) American Intercontinental University
Project Delivery Manager Deloitte-Arlington, VA
EXPERTISE
Built and maintained financial forecasting and pricing models supporting multi-year planning. Analyzed monthly financials and identified trends, risks, and anomalies. Monitored budget-to-actuals and burn rates using Power BI dashboards. Prepared execution reports and briefed senior leadership. Supported scenario modeling and portfolio planning.
Accounting & Financial Operations (AP/AR, Month-End Close, Reporting) Budgeting, Forecasting & Spend Plan Execution Federal & Commercial Contract Support Audit Readiness & Compliance (DCAA, GAAP, OMB)
CACI International, Chantilly, VA Accountant V/ Budget Officer
Executed and tracked ~$350M annually across multiple federal portfolios. - Developed and managed spend plans with government PMs. - Conducted monthly execution reviews and produced leadership briefings. - Managed departmental and shared-services budgets. Finance Administrator III Prepared SLAs and aligned funding for multi-agency purchase. Obligated, tracked, and re- aligned funding across systems. Supported approvals and purchase validations. Senior Accountant (Contract) Dominion National Insurance, Arlington, VA Prepared consolidated GAAP financial statements. Performed revenue recognition and reconciliations. Delivered actual vs. budget analysis to leadership. Senior Program Accountant (Contract) American Public Power Association, Arlington, VA Managed grant accounting and federal reporting. Supported audits, submissions, and direct rate calculations. Led budgeting, forecasting, and variance analysis. Accountant (Contract) Armed Services YMCA, Woodbridge, VA Supported month-end close, payroll, and reporting. Managed full-cycle accounting for major cost centers. Controller (Contract) Enlightened, Inc., Washington, DC Oversaw accounting operations, AR/AP, payroll, and reporting. Improved billing processes, accelerating cash collections by 20%. Supervised accounting staff. Treasury & Compliance Manager Ideal Innovations, Inc., Arlington, VA Led treasury, compliance, and government contract accounting. Managed audits, billing, AR/AP, and cost controls. Maintained 98% AR collection rate.
Data Analysis, Excel & Power BI Reporting
Administrative & Operational Support
Process Improvement & Cross-Functional Coordination
SKILLS
Excel (Advanced)
Power BI
Power Query QuickBooks
Xero
Deltek Intacct
Great Plains
ERP
Cognos
ADP Workforce Now
Office 365
WAWF/iRAPT
Turbo Tax GoSystem
CERTIFICATIONS
Project Management Professional (PMP) Financial Planning & Analysis Professional (FPAP – Anticipated)
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SHRONDA WHITE
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Director of Account ing
CONTACT
EXPERIENCE
Email: s.white@emergeaccounting.com
Senior Accountant Emerge CPA
EDUCATION
Over 20 years of accounting and management consulting experience. Maintain and process the books for multi PHAs, producing financial statements and intercompany journal entries. Cash: Weekly reconciliation of over hundreds of transactions to delivery accurate bank recons at month end. Maintained financial security by ensuring that internal controls were followed in the environment. Financial Accounting: Prepares financial statements, supporting detail, balance sheet reconciliations, income statement analysis and metrics for multiple entities. Assist in the creation of accurate budgets and forecast that allow for the clear understanding to meet management goals Data Analysis: Maintain data and accuracy of reporting for multiple dashboards. Locate and reconcile financial discrepancies by collecting and analyzing account information
Bachelor of Science (Accounting) University of North Texas Denton, Texas
EXPERTISE
Senior Accountant Brinson Benefits, Inc.
Team Management Attention to Detail Financial and Budget Analysis
Brinson Benefits is a leading employee benefits advisory and patient advocacy firm that builds award- winning benefit strategies. Report directly to company Vice President. Oversee $10 Million in yearly revenues. Consolidated financial statements and intercompany journal entries for 4 corporate entities under umbrella organization. Manage ad-hoc projects and perform accounting tasks using QuickBooks, Microsoft Excel, file sharing Applications and other cloud-based tools. Financial Accounting : Collaborate with Accounting Manager to obtain financial data, provide year-end financial reports, and determine write-offs and adjustments. Reports, research, expenses, and budgeting. Assist with Month end close process. Reporting: Prepare Cash Forecasting Reports, Dashboards month-end/year-end close, financial statement preparation and budget variances. Assisted management to resolve variances. Reconcile Balance Sheet Accounts Ad Hoc Reporting for CEO and Vice President Staff Management: Trained and supervised 4 direct reports - AP/AR entry level staff accountant and payroll to comply with procedures. Manage Accounts Payable Supervised and approved weekly check runs Payroll Analysis: Implemented Workforce Go system to maintain in-house payroll processing and conduct monthly accounting close activities. Performed payroll analysis, made recommendations, and coordinated transition from hourly to salaried employee status, reducing overtime costs. Achieved a time savings by evolving from a manual payroll process to an electronic payroll system.
Data Analysis
Audit Preparation
SKILLS
QuickBooks Online
Yardi
RealPage
SACS
TENMAST
MS Excel Advanced
Payroll Analysis
Staff Accountant /HR Coordinator FairPay Solutions, Inc. ◦ Addison, Texas
Communicated directly with CFO, controller, auditors, banking officials, vendors, and clients to complete financial, payroll and human resources assignments. Prepared monthly financial reports, reconciled monthly general ledger accounts, recorded journal entries, and maintained daily balance sheets. Financial Accounting : Reconciled balance sheets, bank accounts. Performed analysis using Excel pivot tables, VLOOKUPs and queries to analyze budget and forecasting expectations. Payroll Analysis : Coordinated with external payroll vendor to define and maintain payroll and accounting controls needed to find quarterly and yearly write-offs. Reconciled net pay amounts, payroll deductions, and benefits hours including FSA accounts, vacation, and sick time on a weekly, monthly, quarterly and annual basis. Audited new hire and change in status documentation for accuracy. Entered and updated direct deposit changes and processed voluntary deductions and levies. Human Resources: Entered new hire and termination documentation. Reviewed payroll and human resource documents for accuracy. Coordinated benefits, open enrollment, and processed FMLA paperwork. Established, revised, and maintained employee handbooks, w-2 and 1099 documentation. Tracked flexible spending accounts, employee PTO, vacation, and sick time.
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