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Item 23 - Adopt a Resolution and Approve Agreement for Tax Revenue Auditing, Analysis, Forecasting, and Reporting Service
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Item 23 - Adopt a Resolution and Approve Agreement for Tax Revenue Auditing, Analysis, Forecasting, and Reporting Service
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7/10/2024 5:22:02 PM
Creation date
7/10/2024 10:30:44 AM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
23
Date
7/16/2024
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(9)CITY OF SANTA ANA <br />Proposers shall be responsible for monitoring the site to obtain information regarding this <br />solicitation. <br />F. UNDERSTANDING PROPOSAL <br />It is the responsibility of each Proposer to inquire about any criteria, condition, term, provision, <br />or requirement of the RFP that the Proposer does not understand. Responses to inquiries, <br />if they significantly change or clarify the RFP requirements or any aspect of the procurement <br />process, will be forwarded by addenda to all Proposers. The City will not be bound by any <br />oral responses to inquiries. By submitting proposals, Proposers assert that they have fully <br />read the RFP and any addenda issued by the City, the proposed Contract and any other <br />Contract Documents, and affirm that the terms and conditions stated therein are fully <br />understood and are acceptable to the Proposer. Each Proposer accepts the terms and <br />conditions of the Contract Documents and indicates their ability and willingness to perform <br />the requested services under such terms and conditions. Any exceptions to the terms and <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 />Alejandra Gutierrez, City Project Manager <br />City of Santa Ana — Finance & Management Services Agency <br />20 Civic Center Plaza, First Floor Ross Annex (M-15) <br />Santa Ana, CA 92702-1964 <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 Section III — Scope of Services (Above). <br />Proposals should include detailed service descriptions to accomplish the minimum <br />Audit, Analysis, Forecasting, and Reporting requirements listed in EXHIBIT I — Scope <br />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 />City of Santa Ana RFP No. 24-010 Page 6 of 38 <br />
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