Laserfiche WebLink
For a cost allocation plan in compliance <br />with OMB 2 CFR Part 225, the <br />report/quantitative analysis will include: <br />Z Description of each allocated central <br />service <br />:D Identification of the units rendering <br />services and the units receiving services <br />Items of expense included in the <br />allocated cost of service <br />Z Method used to distribute the cost of <br />service to benefitted units <br />• Schedule showing the allocation of each <br />service to the specific benefitted units <br />• Organizational chart <br />TASK 4.2 1 FINAL REPORT <br />Upon review and feedback from the City <br />staff, consultants will revise the draft report <br />and accompanying outcomes to incorporate <br />direction received. The final report will be <br />issued for the City's implementation. <br />Reports will be issued in PDF for digital <br />distribution and any necessary printing by <br />the City beyond the requested bound and <br />unbound copies delivered by consultants. <br />TASK 4.3 1 MODEL/WORK PAPER DELIVERY <br />Upon issuance of the final report, <br />ClearSource will deliver editable versions of <br />all models, documentation, and associated <br />work papers to the City for future use. <br />Models will be delivered in Microsoft Excel <br />and PDF. Documentation will be delivered <br />in Microsoft Word and PowerPoint and in <br />PDF. Additional work papers developed will <br />be delivered in the format in which they <br />were created and in PDF. <br />TASK 4.4 1 STAFF TRAINING <br />At the time of the City's choosing, <br />ClearSource will facilitate an event to train <br />staff In the use and update of the cost <br />allocation model, in an effort to ensure <br />future sustainability, of outcomes produced <br />by this study. <br />Task 5 1 Engagement <br />The purpose of this task is to facilitate a <br />meaningful level of interaction between <br />consultants, City personnel, and City <br />Councilmembers. <br />TASK 5.1 I CITY STAFF INTERACTION <br />In addition to the project kick-off event <br />described in Task 1, ClearSource anticipates <br />at least two additional site visits to engage <br />with designated City personnel managing <br />cost allocation practices, held in <br />conjunction with events for the Internal <br />Service Funds Cost Allocation Methodology <br />study. <br />TASK 5.2 1 STAKEHOLDER INTERACTION <br />It is expected that the City will want to <br />engage impacted direct service programs in <br />this process. ClearSource anticipates site <br />visits to: <br />Understand current issues with central <br />services cost recovery at the user level. <br />:) Review interim study outcomes. <br />Present draft proposals and receive <br />feedback prior to final reporting. <br />ClearSource has found that "Q&A" sessions <br />available to departmental stakeholders at <br />scheduled times works well as an open <br />forum for this type of collaboration. Either <br />or both scheduled meetings or open drop -in <br />CLEARSOURCE PROPOSAL TO THE CITY OF SANTA ANA SECTION 4 <br />