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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
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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 />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 headquarters <br />address. <br />iii. Name and contact information of the supervising Project Manager/Principal <br />Agent, to be assigned to the agreement. The Project Manager/Principal <br />Agent shall be the primary contact person to represent your firm and will be <br />the person to conduct the presentation, if invited to an interview. <br />iv. Resumes for all key staff proposed describing relevant experience. <br />V. Measurements on how close the firm's historical forecasts and revenue <br />estimates have been to actual results. <br />e. Proposed Work Plan <br />Proposal shall include a statement demonstrating the firm's understanding of the <br />Scope of Services. <br />Additionally, proposed work plan shall include Proposers': <br />i. Anticipated approach to performing services as specified herein; <br />ii. Suggestions or special concerns the evaluation committee should take into <br />consideration (if any); <br />iii. Description of deliverables and implementation plan. Proposer shall submit a <br />general description of the deliverables, implementation plan, and timeline. <br />f. References: Attachment B — References shall be submitted for similar projects <br />performed for state and/or similar government clients. <br />2. Cost Proposal <br />All Proposers are required to submit ATTACHMENT B — Proposer's Certification & <br />Proposal Item Pricing to ensure fees proposed can be compared and evaluated. The <br />City desires to contract for seven Options as outlined throughout EXHIBIT I — Scope of <br />Services. City reserves the right to negotiate compensation and/or payment schedule <br />prior to award of any resulting agreement. <br />The City shall not provide reimbursement for travel -related expenses, mileage, parking, <br />lodging, meals, incidental fees, insurance, freight/shipping and handling/delivery, and any <br />other business expenses, supplies and materials related to providing services as <br />specified herein. Additional costs will not be considered and will not be reimbursed by the <br />City, therefore, such costs must be absorbed in Proposer's cost proposal fee structure. <br />Any language related to travel reimbursement shall be stricken from the document by the <br />City and if not stricken, shall be deemed invalid. <br />If providing hourly rate sheets, Proposer shall not include rate ranges or averages. <br />City of Santa Ana RFP No. 24-010 Page 7 of 38 <br />
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