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CITY OF SANTA ANA ii.Firm’s nearest address serving the City of Santa Ana and headquarters address. iii.Name and contact information of the supervising Project Manager/Principal Agent, to be assigned to the agreement. The Project Manager/Principal Agent shall be the primary contact person to represent your firm and will be the person to conduct the presentation, if invited to an interview. iv.Resumes for all key staff proposed describing relevant experience. v.A description of the Proposer’s experience in providing similar services to those requested in this RFP. e.Proposed Work Plan Proposal shall include a statement demonstrating the firm’s understanding of the Scope of Services. Additionally, proposed work plan shall include Proposers’: i.Anticipated approach to performing services as specified herein; ii.Suggestions or special concerns the evaluation committee should take into consideration (if any); iii.Description of deliverables and implementation plan. Proposer shall submit a general description of the deliverables, implementation plan, and timeline. iv.Data requirements from the City, if any f.References: Attachment B – References shall be submitted for similar projects performed for state and/or similar government clients. 2.Cost Proposal All Proposers are required to submit a fixed rate fee with their Cost Proposal, which contain: a.A cost breakdown by contract year (including renewal option term if exercised) for each of the three GASB pronouncements listed in the scope. b.A listing of billing rates, by staffing level, which would apply to any supplemental services which may be requested by the City during the term of this contract. Pricing instructions should be clearly defined to ensure fees proposed can be compared and evaluated. Cost Proposal must include a payment schedule if applicable. City reserves the right to negotiate compensation and/or payment schedule prior to award of any resulting agreement. The City shall not provide reimbursement for travel-related expenses, mileage, parking, lodging, meals, incidental fees, insurance, freight/shipping and handling/delivery, and any other business expenses, supplies and materials related to providing services as specified herein. Additional costs will not be considered and will not be reimbursed by the City, therefore, such costs must be absorbed in Proposer’s cost proposal fee structure. City of Santa Ana RFP No. 25-025 Page 8 of 33 City Council 12 – 27 5/20/2025