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Item 21 - Award a Contract to CliftonLarsonAllen LLP for Professional Auditing Services
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Item 21 - Award a Contract to CliftonLarsonAllen LLP for Professional Auditing Services
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5/13/2024 12:40:40 PM
Creation date
5/2/2024 5:45:43 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
21
Date
5/7/2024
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(9)CITY OF SANTA ANA <br />conditions set forth in the Contract Document shall be submitted to the City by the deadline <br />to submit requests for information or clarification/questions set forth herein. <br />G. PROPOSAL CONTENTS <br />Proposals are to be prepared in such a way as to provide a straightforward, concise <br />delineation of capabilities to satisfy the requirements of this RFP. Colored displays, <br />promotional materials, photographs etc., are not necessary or desired. Emphasis should be <br />concentrated on conformance to RFP instructions, responsiveness to the RFP requirements, <br />and on completeness and clarity of content. Digital dividers and clear organization of content <br />and material are encouraged. <br />1. Statement of Qualifications (SOQ) <br />SOQ must include a Table of Contents. Additionally, SOQ must include the following: <br />a. Cover Letter <br />Proposals shall include a letter signed by a principal or authorized representative who <br />can make legally binding commitments for the entity. Include type of business entity. <br />Cover Letter shall not exceed one page. <br />Cover letter must be addressed to the following City Project Manager: <br />Alexander Trinidad, Assistant Director of Finance & Management Services <br />City of Santa Ana — Finance & Management Services <br />20 Civic Center Plaza <br />Santa Ana, CA 92701 <br />b. Services Provided <br />A description of proposed services to be provided and how they meet the needs of the <br />City as described in Exhibit I — Scope of Services. <br />c. Agreement Statement <br />Proposal shall include a statement outlining your concurrence or concerns with any <br />and all provisions as contained in EXHIBIT II — Sample Agreement of this RFP (if <br />any). <br />d. Firm and Team Experience <br />Proposal shall include a profile of the firm's experience including the following: <br />A general description of the firm, including size and number of employees <br />working directly with the City on this agreement. <br />Firm's nearest address serving the City of Santa Ana and headquarter's <br />address. <br />iii. Name of the supervising Project Manager to be assigned to the agreement. The <br />Project Manager shall be the primary contact person to represent your firm and <br />will be the person to conduct the presentation, if invited to an interview. <br />iv. Resumes for the professional staff assigned to the engagement. A discussion <br />of educational background and relevant experience of the Partner, <br />Supervisor(s) and Staff which will be assigned to this engagement as well as <br />their assigned responsibilities under the proposal shall be included. Resumes <br />must substantiate experience required in Section V. Minimum Requirements. <br />City of Santa Ana RFP No. 24-009 Page 8 of 37 <br />
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