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25A - AGMT COST ALLOCATION PLAN
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25A - AGMT COST ALLOCATION PLAN
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Last modified
4/26/2018 6:46:33 PM
Creation date
4/26/2018 6:40:01 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Public Works
Item #
25A
Date
5/1/2018
Destruction Year
2023
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2. SCOPE OF SERVICES AND SCHEDULE <br />As a result of our experience over the past 5 years with Santa Ana Public Works, this scope of work has <br />been refined, tested and proven. While this is true, we never stay static and are always working to Improve <br />our methods, presentations, and formats. The project schedule Is aggressive given the vast amount of <br />project data that is required, the number of reviews necessary and the heavy demand placed on the <br />project by state requirements. MGT is committed to meeting this schedule, the stated scope of services <br />and allowing for an early submission to Caltrans. <br />The following detailed work plan provides the step by step process proposed for this project. <br />Meet with city personnel who have responsibility or a high Interest in the cost allocation plan project. This <br />meeting will refine the specific objectives, requirements, measurements, and schedule of the project. <br />F1351me D O •' • O <br />Conduct an initial and Introductory training session with key city personnel and project stakeholders. <br />Project consultants will work with city personnel to establish the objectives, content, and list of attendees <br />for this meeting or presentation. This session is vital to successful project results including approval by <br />operating department officials. Agenda items for these meetings or presentations could Include: <br />• Review the project scope, objectives, and schedule. <br />• Review available financial and allocation data. <br />• Summarize the purpose for calculating the cost allocation plans. <br />• Review example summary reports produced by the project. <br />• Discuss example applications produced by the project. <br />• Review and confirm the federal and/orstate requirements. <br />• Address potential areas for additional direct or indirect cost recovery. <br />3; fGOL•LECT BASIC FINANGO AND "ORE RAT MAT- _s4 Y <br />Continue collection and review data such as organization charts, expenditure statements, budgets, <br />personnel counts, salary reports, and time keeping statistics. Project consultants will work with city <br />personnel to develop and gather the needed data in the most efficient way possible. The review of this <br />data will provide the structure for the cost allocation plans including the determination of allocating and <br />receiving departments. <br />• e o <br />Meet with managers and staff of 601, 611 and 612 to determine the allowable expenditures, services <br />provided, charge backs or direct bills, personnel providing the services, the recipients of the provided <br />services, and appropriate transaction data. <br />4&** MGT CITY OF SANTAANA, CALIFORNIA I MARCH 8,2018 <br />CONSULTING GROUP <br />RFP NO. 18-02311 PROPOSAL FOR COST ALLOCATION PLAN / ISF ALLOCATION STUDY iPAGE13' <br />25A-59 <br />
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