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Document
RFP -Compensation Study, 2023
Year Created: 2023
DOCUMENT
RFP - Preparation of Cost Allocation Plan 2002
- YEAR CREATED: 2002
- ENTITY TYPE: County
- TYPE OF DOCUMENT: RFP - Request for Proposals
- Finance
- Management
This document is a Request for Proposals (RFP) for the preparation of cost allocation plans. The document outlines the requirements and expectations for the consultant who will be responsible for developing these plans for the County.
The document specifies that the consultant must prepare full cost and departmental plans, as well as a separate Risk Financing Plan. The consultant is also required to provide a comparative variance analysis of year-to-year data in each cost plan, including the prior year and current year costs of central service departments and user departments. The cost plan summary data, along with the comparative variance analysis, must be provided electronically in a spreadsheet format.
The document also includes reporting requirements, stating that the consultant must furnish the County with four copies of the final cost allocation plan documents, as well as work papers with attendant footnotes for the accepted plans.
A performance schedule is provided, indicating that a Pre-Engagement Conference must be held with relevant departments to discuss plan elements and methods. Preliminary and final department cost allocation plans must be delivered to the County by specific dates annually. A Post Engagement Conference will also be required upon completion of the plans.
The County's commitment to the project is outlined, including the provision of temporary office space, copy services, and telephone for intra-county calls. The County will also provide liaison services with other departments and assist in gathering data, but the consultant is expected to assume complete responsibility for all tasks.
The document also addresses the costs to the County, stating that the proposal should include the total cost for the preparation of cost plans, broken down by each plan. The proposal should indicate whether the total proposed cost is all-inclusive or if Travel and Per Diem expenses will be billed separately.
The required structure for the proposal is outlined, including a title page, table of contents, letter of transmittal, and criteria for evaluation. The criteria for evaluation include costs to the County, experience of personnel, understanding of the work to be performed, experience with central services cost allocation plans, and willingness to share the consultant's computerized cost allocation system with the County.
The document concludes with a section on the data to be submitted for evaluation, including the qualifications of the consultant and their available computerized cost allocation system.