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documented and defensible Cost Allocation Plan prepared annually that will identify rates that <br />can be used to recover billable hourly costs for services and develop user fees that comply with <br />Proposition 218. <br />.",scone of somees <br />Prepare the City's Full Cost Allocation Plan for FI' 1 G/17; FY 17/18; and FX 18/19 (total cost <br />plan and an OMB 2 CFR Part 225 plan), which may include the following elements (if the <br />consultant feels that additional tasks are warranted, they must be clearly identified in the <br />consultant's proposal): <br />A. Work and meet with selected City staff to refine the project scope, purpose, uses and <br />goals of the City's Full Cost Allocation Plan to ensure that the study will be both accurate <br />and appropriate to the City's needs. Review project schedule and answer any questions <br />pertaining to the successful development of the study. <br />B. If necessary, meet with staff and conduct interviews as needed to gain an understanding <br />of the Public Work Agency's processes and operations. This includes where certain <br />services and functions are performed together or shared through cooperation between <br />different divisions. Costs should be identified so that they can be allocated to and tracked <br />accordingly. <br />C. Identify the total cost of providing each City service at the appropriate activity level and <br />in a manner that is consistent with all applicable laws, statutes, rules and regulations <br />governing the collection of fees, rates, and charges by public entities including, but not <br />limited to, the State Controller's Office Guidelines for Cost Claiming and OMB 2 CFR <br />Part 225 standards. <br />D. Develop a Full Cost Allocation Model using budgeted and/or actual data for calculating <br />the full costs of providing each City service. The requirements of the model should allow <br />for: <br />a. Additions, revisions, or removal of direct and overhead costs so that the full Cost <br />Allocation Plan can be easily adapted to a range of activities, both simple and <br />complex. <br />b. The ability of the City to continuously update the model and full Cost Allocation <br />Plan from year to year as the organization changes. <br />c. The addition of hypothetical service area information for future service <br />enhancements, and the ability to calculate the estimated costs of providing the <br />service under consideration (i.e. ad -hoc analysis). <br />E. Report on other matters that come to your attention in the course of your evaluation that <br />in your professional opinion the City should consider. <br />F. Present the plan to the City's management group and make necessary adjustments as <br />requested. <br />G. Prepare and deliver presentations (as needed) to the Council to facilitate their <br />understanding of the plan and its implications to the City. <br />H. Provide the City with an electronic copy of the final comprehensive review, including <br />related schedules and cost documentation in a format such as Microsoft Word and <br />City of Santa Ana RFP 18-023 <br />Page Al-2 <br />