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City of Santa Ana <br />Proposal: To Conduct a COA Organizational Audit <br />Section tl — Scope of Services <br />It is KAMG's understanding that City of Santa Ana desires an organizational audit of the CDA <br />including assessments of the existing organizational structure, budgetary and finance <br />operations, management /supervisory span of control, client services, etc. The following Scope <br />of Services will describe KAMG's approach to this engagement: <br />Tasks " - -?, <br />Au�i4Y.. <br />Task 1 <br />Project Orientation and Data Collection - Meet with the City Manager and <br />Executive Staff to confirm the Scope of Services and Project Timeline. Collect <br />relevant department information (organizational charts, goals and objectives, <br />budget material and related documents). <br />Task 2 <br />Interviews - Conduct individual interviews with the City Manager and <br />Executive Staff. Meet with key department managers and suggested <br />department staff members. Summarize the content for discussion. <br />Task 3 <br />Coordinate Fiscal Review - Meet with Urban Futures Inc to coordinate <br />organizational audit information with financial analysis to insure fiscal stability <br />planning <br />Task 4 <br />Prepare Draft Report - Prepare draft report summarizing the findings obtained <br />in Tasks 2 and 3. <br />Task 5 <br />Draft Report to the City Manager — Meet with the City Manager and key <br />executives to review the analysis and recommendations. <br />Task 6 <br />Final Document Preparation and Presentation — Prepare final document and <br />make any required presentation(s) as directed by the City <br />