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CITY OF SANTA ANA <br />SB 90 STATE MANDATED REIMBURSEMENT CLAIMING SERVICES <br />s*i** MGT <br />CONSULTING GROUP <br />MGT provides true turn -key mandate cost claiming services to its clients, and our approach is based <br />around personal interaction. Our staff is involved with our clients' claiming process throughoutthe year, <br />providing proactive news, historical claiming reports, and the earliest notification of new SB 90 claims <br />possible. <br />I � <br />MGT views the SB 90 process as a partnership between Santa Ana and our firm. We will work closely with <br />the SB 90 Coordinator keeping the City apprised of everything we are doing, but it will be MGT's <br />responsibility to manage all aspects of the project. Some of the key aspects of this include: <br />Provide the City with a list of all eligible claims, as well as Claim Summary sheets and Data <br />Collection forms. All of these concise summaries and forms are available in a variety of <br />electronic formats to make use and disbursement of claiming information as easy as possible. <br />Work in concert with the City's SB 90 Coordinator to coordinate the City's overall claiming <br />process. If the City desires, minimal reliance will be placed on the City's SB 90 Coordinator in <br />this process. <br />Coax departments to ensure that all data required to file eligible claims is gathered in a timely <br />fashion. Our team works closely with our client departments after the on-site interviews to <br />ensure that all questions are answered and deadlines met. <br />Schedule and conduct individual meetings with departments to discuss all reimbursable <br />mandated activities. <br />Develop a schedule and plan for mining the necessary data to ensure claims are completed well <br />before the claiming deadlines. <br />Gather all required direct cost data. <br />Gather salary and benefit data from the Finance Department or the individual departments for <br />all required fiscal years. <br />Gather information required to prepare OMB A-87 compliant ICRPs. This will be carried out in <br />concert with other department interviews. It is important that this step occur each year because <br />departments reorganize, assignments shift, new personnel is hired, or personnel retire. <br />:• MGT will work with City departments to determine the documentation that must be submitted <br />to the state as attachments to claims, and what documentation should be maintained in the <br />City's files in case of the SCO inquiry or field audit. <br />Once data has been received from the departments, MGT will prepare all eligible claims and ICRPs on <br />behalf of the City using required SCO claim forms and MGT proprietary software. This process includes <br />the following actions: <br />Prepare all claims that apply to single departments. Once again, our experience will ensure that <br />no cost components are misinterpreted or omitted. <br />00* MGT Copyright 2018 by MGT Consulting Group. All rights reserved. <br />CONSULTING GROUP <br />25C-12 <br />