25A - AGMT COST ALLOCATION PLAN - Laserfiche WebLink

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**+** MGT CONSULTING GROUP March 6, 2018 City of Santa Ana — Public Works Administration Attn: Ms. Hayley Gilbert, Public Works Agency 20 Civic Center Plaza, Third Floor Reception, Ross Annex Santa Ana, CA 92701 Subject: Request for Proposal # 18-023 -Cost Allocation Plan/ ISF Preparation Dear Evaluation Committee: We appreciate the opportunity to provide the City of Santa Ana (City) with this proposal to prepare the City's Public Works Agency cost allocation plan (CAP), indirect cost rate proposal (ICRP) and full cost staffing billing rates. We believe that our firm, MGT of America Consulting, LLC (MGT), offers the City solutions that will meet your specific objectives while providing the best overall value. Specific to the RFP requirements, our projects deliver. Firm and Team Experience. The proposed MGT team has performed hundreds of similar projects for California city governments. Over a 32 -year period Mr. Wilkes has gained extensive experience With the principles of cost allocation plans, indirect cost rates and full cost hourly billing rates for city staff. Our project team has worked with hundreds of California local governments— including all 20 of the largest city governments in California. Understanding of the City s Needs. This is a complex project, with many moving parts. The project spans multiple years, a variety of funds, departments and divisions. The calculations must include citywide costs, department costs, division costs and individual staffing cost. The project requires a detailed knowledge of the City's financial chart of accounts, budget formats, and staffing and billing reports. This massive amount of data must be collected, reviewed and formatted to produce a specific, accurate and detailed set of calcutions. These calculations are then used to fund a very Important part of city government through billings made to outside city agencies. Relevant Project Experience. While our project manager, J. Bradley Wilkes, has participated in thousands of indirect cost studies for city and county government, even more relevant, he has been performing this same study for the City of Santa Ana annually since 2012. He is very well versed in the budgeting, accounting, organizational workings of the Public Works department, 601 Administration, and the internal service funds, enterprise funds and general fund operations of the department—specifically fund 86. In addition to this experience, Mr. Wilkes has worked on many other projects in the City, including general fund user fee studies, citywide cost allocation plan projects, etc. This experience provides our projectteam with a very well-rounded knowledge of all areas of the city government. Rapid Project Schedule. The city has several pressure points related to this project. There are several project audiences - all having different interests, schedules and demands related to the outcome of this project. It will take significant effort to meet the deadlines, gather and interpret reams of data reports, understand the formats required by the California Department of Transportation (Caltrans), and successfully meet the expectations of all project stakeholders. Because of our project team's specific experience in Santa Ana, MGT is in the best position to ®+®•* 2251 Harvard St., Suite 134 1 Sacramento, CA 95815 1916.443.34111 mgtconsulting.com 25A-48