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CHERRY BEKAERT ADVISORY, LLC
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CHERRY BEKAERT ADVISORY, LLC
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Last modified
10/16/2024 2:34:13 PM
Creation date
8/26/2024 5:10:32 PM
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Contracts
Company Name
CHERRY BEKAERT ADVISORY, LLC
Contract #
A-2024-125
Agency
Finance & Management Services
Council Approval Date
8/20/2024
Expiration Date
8/19/2027
Insurance Exp Date
10/1/2025
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INSURANCE ON FILE <br />W'! Ri! MAY PROCEED <br />UNTIL INSURANCE EXPIRES <br />toll Iiozq _ <br />A-2024-125 <br />CITY C"N 2 6 2024 <br />DATE: <br />D•. Frksrc(0) AGREEMENT WITH CHERRY BEKAERT ADVISORY LLC TO DEVELOP CITYWIDE <br />(2osle. ye-z2l INDIRECT COST ALLOCATION PLAN AND INDIRECT SERVICE FUNDS COST <br />ALLOCATION METHODOLOGY <br />THIS AGREEMENT is made and entered into on this 20th day of August, 2024 by and between Cherry <br />Bekaert Advisory, LLC ("Consultant"), and the City of Santa Ana, a charter city and municipal <br />corporation organized and existing under the Constitution and laws of the State of California ("City"). <br />RECITALS <br />A. On May 13, 2024, the City issued Request for Proposal ("RFP") No. 24-059, by which it sought <br />qualified firms to develop the City's annual Citywide Indirect Cost Allocation Plan and Internal <br />Service Funds Cost Allocation Methodology. <br />B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents <br />that it is able and willing to provide the services described in the scope of work that was included <br />in RFP 24-059. <br />C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable <br />in its field and that any services performed by Consultant under this Agreement will be performed <br />in compliance with such standards as may reasonably be expected from a professional firm in the <br />field. <br />NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms <br />and conditions hereinafter set forth, the parties agree as follows: <br />1. SCOPE OF SERVICES <br />Consultant shall perform the services described in the scope of work that was included in RFP No. <br />24-059, which is attached as Exhibit A. <br />2. COMPENSATION <br />a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, <br />the rates and charges identified in Exhibit B, Consultant's Cost Proposal submitted with its <br />RFP response. The annual amount to be expended under the Agreement shall not exceed <br />$30,000 and the total amount to be expended during the entire term of this Agreement shall <br />not exceed $150,000_ <br />b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper <br />invoice evidencing work performed, subject to City accounting procedures. Payment need not <br />be made for work which fails to meet the standards of performance set forth in the Recitals <br />which may reasonably be expected by City. <br />010EB#3 : ill <br />This Agreement shall commence on the date first written above for a three-year term and terminate <br />
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