Cost Allocation Study, Internal Fund Study and Comprehensive Fee and Rate Study Services

The Town of Los Gatos, California, is seeking a qualified contractor to perform a cost allocation study, an internal fund study, and a comprehensive fee and rate study. The agency needs to establish an equitable cost allocation methodology that supports full-cost recovery and defines the purpose, uses, and goals for an overhead cost allocation plan. Through this initiative, the agency aims to evaluate its operations and expenditures, specifically targeting areas such as Risk Management, Information Systems, and Vehicle and Equipment Services. The scope of work requires the selected contractor to collaborate with designated Town staff to ensure the cost allocation plan is accurate and appropriate for current municipal needs. The contractor must establish service rates, develop an annual reconciliation process between projected and actual expenditures, and present the plan to the Town Management group for adjustment. Additionally, the contractor must conduct a comprehensive review of existing fees, rates, and charges, including permits, licenses, planning, building, engineering, police, and administrative fees. The final deliverables must include reports identifying each service, its full cost, recommended and current cost recovery levels, and any other matters the Town should consider based on the evaluation. Eligibility is restricted to onshore organizations based in the United States. The Town permits the performance of the contract work to occur offsite. The agency has not disclosed a specific budget and is looking for proposals to determine the cost of the services. The source document does not contain information regarding evaluation criteria or key dates for this opportunity.