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!. Bradley Burgess EVP <br />Nov - Dec <br />MGT of America Consulting, LLC <br />Sacramento Office <br />February <br />2251 Harvard St, Ste 7.34 <br />All mandate -specific <br />Sacramento, CA 95815 <br />CONSULTING GROUP <br />www. mgtofamerica.co ns <br />claim & financial data <br />Exhibit A <br />The City of Santa Ana wishes to supplement existing revenue sources by filing state mandate cost claims <br />(SB 90 claims) with the California State Controller's Office (SCO). Like many public agencies in California, <br />Santa Ana recognizes the fiscal benefits of filing SB 90 claims and continuing to pursue all eligible costs <br />related to carrying out the state -mandated cost programs. <br />The City would like to partner with a professional services firm that specializes in SB 90 consulting to do <br />the following: <br />te Review past SB 90 claims filed by the City. <br />s. Identify all possible SB 90 claiming opportunities. <br />Examine existing department methods for accumulating program data for each eligible claim. <br />v Prepare an indirect cost rate proposal (ICRP) for applicable claiming departments. <br />•:• Submit draft claims and ICRPs with all available backup to departments for review. <br />•t< Prepare and file eligible annual SB 90 claims with the State Controller (SCO) during 2019 fiscal <br />year. <br />Prepare and file all eligible first time or new SB 90 claims that have claiming instructions issued <br />during the same fiscal period. <br />4, Submit to the Finance Department a list of all claims filed during the fiscal year. <br />-, Monitor the general payment status of claims prepared and submitted on behalf of the City. <br />Assist the City in the event of SCO field audits of claims filed by MGT. <br />This proposed schedule is one possible time line. If the City desires to initiate the annual claiming cycle <br />earlier, MGT is happy to accommodate that request. <br />Oct <br />Nov - Dec <br />Dec -Jan <br />February <br />Meet with the City SB <br />All mandate -specific <br />MGT distributes draft <br />Claims to City for <br />90 Coordinator & <br />claim & financial data <br />claims and ICRPs for <br />final review & <br />due Yn MGT <br />Departments <br />City review <br />signature <br />MGT Claim <br />MGT begins data <br />Preparation <br />Edits and changes to <br />collection & follow up <br />Compile data, <br />draft claims due to <br />- Hand Deliver Claims <br />on eligible activities <br />calculate Indirect cost <br />MGT <br />to State Controller <br />rates, process data & <br />prepare claims <br />