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25C - AGMT INDIRECT COST ALLOC PLAN
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25C - AGMT INDIRECT COST ALLOC PLAN
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8/15/2019 5:39:43 PM
Creation date
8/15/2019 5:32:11 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
25C
Date
8/20/2019
Destruction Year
2024
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proposals, and impacts. The report will <br />include tables and charts to explain <br />findings, and it will include the complete <br />quantitative analysis as the justification for <br />proposed rate/cost recovery methods for <br />eacn internal service fund. Reports will be <br />issued in portable document format (PDF) <br />for digital distribution and any necessary <br />printing by the City. <br />I: is expected that City personnel will <br />review an initial iteration of the draft <br />report, and ClearSource will modify it <br />before it becomes a final delivered <br />document available to the City Council and <br />the puolic. <br />TASK 5.2 1 PRESENTATION/SUMMARY <br />MATERIALS <br />ClearSource will develop a presentation or <br />summary packet for use in communicating <br />proposals to internal stakeholders and, if <br />desired, to the City Council or <br />subcommittee. <br />TASK 5.3 ) STAFF REPORT <br />Should the City choose to discuss ISF rates <br />with the City Council or its subcommittee, <br />ClearSource will assist City staff in the <br />preparation of the staff report delivered as <br />part of the normal agenda process. <br />TASK 5.4 1 FINAL REPORT <br />Upon review and feedback from internal <br />stakeholders and/or the City Council, <br />ClearSource will revise the draft report and <br />accompanying proposals to incorporate <br />direction received. The final report will be <br />issued for the City's implementation of <br />proposals. Reports will be issued in PDF for <br />digital distribution and any necessary <br />printing by the City beyond the requested <br />bound and unbound copies delivered by <br />consultants. <br />TASK 5.5 ) MODEL/WORK PAPER DELIVERY <br />Upon issuance of the final report, <br />ClearSource will deliver editable versions <br />of all models, documentation, and <br />associated work papers to the City for <br />future use. Models will be delivered in <br />Microsoft Excel and PDF. Documentation <br />will be delivered in Microsoft Word and <br />PowerPoint and in PDF. Additional work <br />papers developed will be delivered in the <br />format in which they were created and in <br />PDF. <br />Task 6 1 Engagement <br />The purpose of this task is to facilitate a <br />meaningful level of interaction between <br />consultants, City personnel, and, if desired, City <br />Councilmembers, with the goal of successful <br />approval, implementation, and ongoing <br />maintenance of study proposals. <br />TASK 6.11 INTERNAL SERVICE FUND <br />INTERACTION <br />In addition to the project kick-off event <br />described in Task 1, ClearSource <br />anticipates additional site visits to engage <br />with ISF and Finance personnel, such as <br />eventsto: <br />Z Develop data, such as expenditures, <br />asset life cycles, and workload metrics. <br />Review spending plans and fund <br />performance. <br />Discuss administrative practices and <br />feasibility of cost recovery methods. <br />Review interim study outcomes and <br />final proposals. <br />CLEARSOURCE PROPOSAL TO THE CITY OF SANTA ANA <br />25C-24 <br />SECTION 4 <br />
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