Item 15 - Agreement for Professional Auditing Services

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"I) CITY OF SANTA ANA The extent of support which will be required from City staff (i.e. pulling invoices, checks, schedule preparation, etc.) Due to the City's limited staff, the City will not be able to provide copying services. c. A preliminary schedule including tentative dates for completion of interim and final field work, preparation of financial statements, footnotes, opinion letters and the management letter. d. A proposed budget including estimated hours for each member of the engagement team and hourly billing rates for each of the contract years. 5. Cost Proposal All proposers are required to submit Exhibit B, which contains: a. A cost breakdown by contract year (including renewal option term if exercised); including out-of-pocket expenses and a total not -to -exceed cost for all services outlined in Section 3B of this RFP. 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 could be compared and evaluated. Proposals shall be valid for a minimum of ninety (90) days following Proposal deadline. The cost for developing the Proposal is the sole responsibility of the Proposer. All Proposals submitted become the property of the City. The proposed fees and rates for this contract will be fixed for the duration of the agreement, including allowable renewal options exercised at the discretion of the City. 6. Certifications (ATTACHMENTS AND EXHIBIT B) The following forms, included in this RFP, shall be signed and included as part of the proposal submittal package: • Attachment A: References • Attachment B: Proposer's Statement • Attachment C: Non -Collusion Affidavit • Attachment D: Non -Lobbying Certification • Attachment E: Non -Discrimination Certification • Exhibit B: Schedule of Professional Fees and Expenses PLEASE NOTE: City will not be waiving notarization requirement when applicable on any of the required attachents. 7. References Contractor shall provide three (3) references from public agency customers for which actuarial work similar to services specified in this RFP have been performed, including contact names and telephone numbers, and types of services your firm has provided. Use Attachment A — References. The respondent grants permission for the City to contact any individuals listed as references. RFP No. 21-024 Professional Auditing Services Page 12 of 34