M3 PLANNING, INC. dba ONSTRATEGY

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RESPONSE TO RFP NO. 20-006 City of Santa Ana Revised March 13, 2020 ESTIMATED EXPENSES Estimated expenses are as follows and based on online estimates as of 1/24/20: Onsite#1(1 Day —4/10/20) Estimated Rate Number Cost Airfare —RT 2people $600 Hotel (online estimate) $200/night (Inc. taxes) 1 night x 2 $ 400 Per Diem for Meals and Incidentals $75/day 2 days x 2 $ 300 Ground Transportation/Rental Car/Fuel $100/day 1.5 days $150 Airport Parking $15/day 2 days x 2 $ 60 Copies/Supplies for facilitation $ 250 Total Estimated Cost $1,760 Onsite #2 (2 Days —4/23 & 4/24) Estimated Rate Number Cost Airfare —RT 2people $600 Hotel (online estimate) $200/night (Inc. taxes) 2 nights x 2 $ 800 Per Diem for Meals and Incidentals $75/day 2.5 days x 2 $ 375 Ground Transportation/Rental Car/Fuel $100/day 2.5 days $ 250 Airport Parking $15/day 2.5 days x 2 $ 75 Copies/Supplies for facilitation $250 Total Estimated Cost $ 2,350 TERMS Billing/Payments: Project will be invoiced net 30 based on the following: Phase 1-25%of contract upon phase completion/early April Phase 2-50%of contract upon phase completion/early May Phase 3—Final 25%of contract upon phase completion/early June Contingency Fund: OnStrategy has included as part of the proposed total an OnStrategy 10% contingency fund; it is for client -approved work that exceeds or is outside of the original scope. Any need to expend more than the 10%contingency amount will be discussed prior to work commencing and shall be in writing. Cancellations: If at any point client wishes to terminate the contract before completion of the final strategic plan, OnStrategy requires a 30-day written notice of such cancellation. Client agrees to pay all fees and expenses associated with consulting services provided until cancellation. Travel Expenses/Supplies: All project supplies/materials, as well as travel, lodging and meals to be paid for by the City. Estimated travel fees include expenses for travel to and from the defined service area for the purpose of conducting the strategic planning session(s), transportation, and living expenses associated with each onsite visit. Advisory Support Services + Software Annual Licensing Subscription: Agreements are for 12 months. Fee can be charged to your credit card or invoiced annually. This Agreement is an annual commitment. Cancellation of the annual plan or PRODUCEDBY OnStrategy 17