Cost Allocation Plan

2026-11-03

SCOPE OF SERVICES Consultants may submit proposals for scope of services listed below . Consultants may also propose using sub - consultants for part of the work . Subject to further discussion with the selected firm ( s ), the City anticipates that the scope of work on this assignment may include some or all of the following services : Cost Allocation Plan 1 . Work and meet with selected City staff to refine the project scope , purpose , uses , and goals to ensure that the study will be both accurate and appropriate to San Mateo ’ s needs . 2 . Meet with staff and conduct interviews across all relevant departments as needed to gain an understanding of the City ’ s processes and operations . Identify costs so they can be allocated to and tracked by the appropriate department 3 . Identify the total cost of providing each City service at the appropriate activity level and in a manner consistent with all applicable laws , statutes , rules and regulations governing the collection of fees , rates , and charges by public entities including , but not limited to , the State Controller ’ s Office Guidelines for Cost Claiming and OMB 2 CFR Part 225 standards . 4 . Develop a Cost Allocation Model using FY25 / 26 budget and / or actual data for calculation of the total costs of providing each City service . The requirements of the model should allow for : a . Additions , revisions , or removal of direct and overhead costs so the cost allocation plan can be easily adapted to a range of activities , both simple and complex b . The ability of the City to continuously update the model and full cost allocation plan from year to year as an organization and / or service model changes occur over time . 5 . Report on other matters that surface during the evaluation that the City should consider . 6 . Present the plan to the City ’ s steering committee and make necessary adjustments as requested . 7 . Provide the City with an electronic copy of the final comprehensive review , including related schedules and cost documentation in a format such as Microsoft Word and Excel that can be edited and updated by City staff to accommodate changes in the organization or changes in costs .

California

2026-03-27