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The proposals will be evaluated and ranked based upon the criteria provided in Attachment 13 - Proposal Rating Form which includes: (1) Qualifications - expertise and knowledge of the Professional Consultant/Vendor, (2) Experience - Professional Consultant/Vendor's experience in revenue auditing, revenue recovery, revenue reporting, revenue analyses, knowledge of municipal revenue operations generally, (3) Client References; (4) Proposed Scope of Services and Term of Contract - proposal quality and completeness, interview and demonstration(s) (as applicable); and (5) Cost of Providing Services. Interview evaluation factors, if held, will include an overall demonstration of the Professional Consultant/Vendor's ability to provide revenue recovery, revenue reporting, revenue analyses and legislative & state agency liaison and implementation monitoring services. The criteria for evaluating the proposals submitted will take the following items into consideration: • Professional Consultant/Contractor Qualifications 15% • Professional Consultant/Contractor Experience 15% • Client References 15% • Proposed Scope of Services 35% • Cost of Providing Service 20% A final score will be calculated for each submitted proposal and used to rank the Proposers. The City shall not be obligated to accept the lowest priced proposal, but will make an award in the best Interests of the City of Santa Ana after all factors have been evaluated. The issuance of this RFP shall not be interpreted as, and does not constitute, a representation by the City that any specific firm or firms will be retained to perform any of the services described herein, and a firm shall not acquire any right or entitlement to be retained for such purpose by virtue of submitting a proposal in response to this RFP. The City reserves the right to issue additional RFP(s) for the performance of these services during the service period specified below. The City may select qualified firms that submit proposals in response to this RFP, and/or any subsequent RFP, to perform all, some or any of the professional services required by the City. The City also reserves the option to cancel or modify this RFP and the selection process at any time. B. Selection Schedule. Note: This schedule is subject to change Activity Estimated bate RFP Issue Date October 1, 2020 Deadline for Receipt of Written Questions October B, 2020 @ 5:00 pm (PST) Pre -Proposal Teleconference (Possible) October 12, 2020 (Time/Place TBD) RFP Addenda to be Issued Addressing Questions October 15, 2020 RFP Submissions Due October 30, 2020 - 4:00 pm (PST) Interviews (Demonstrations if desired by City) and Evaluations Week of November 2, 2020 - If possible & if panel has reviewed proposals Present Recommended Proposal to City Council on or about December 15, 2020 Begin New Contract January 1, 2021 City of Santa Ana — Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency Liaison and Implementation Monitoring Services Request for Proposals No. 20-126 October 1, 2020 Page 2