7 PROFESSIONAL SERVICES TASK ORDER
TASK ORDER FY26-4.35 Below Market Housing Rate Program
Consultant shall perform the Services detailed below in accordance with all the terms and conditions of the Agreement
referenced in Item 1A below. All exhibits referenced in Item 8 below are incorporated into this Task
Order by this reference. The Consultant shall furnish the necessary facilities, professional, technical and
supporting personnel required by this Task Order as described below.
CONTRACT
NO. C21179340A
OR PURCHASE ORDER REQUISITION NO. (AS APPLICABLE)
1A. MASTER AGREEMENT NO. (MAY BE SAME AS CONTRACT / P.O. NO. ABOVE): C21179340A 1B. TASK O RDER NO.: FY26-4.35
2. C
ONSULTANT NAME: Baker Tilly Advisory Group, LP
3. PERIOD OF PERFORMANCE: START: July 1, 2025 COMPLETION: M ay 31, 2026
4. TOTAL TASK ORDER PRICE: $97,575
BALANCE REMAINING IN MASTER AGREEMENT/CONTRACT TBD
5. BUDGET CODE_______________ COST CENTER________________ COST ELEMENT______________ WBS/CIP__________ PHASE__________
6. CITY PROJECT MANAGER’S NAME & DEPARTMENT:
Vicki Veenker, Chair of the City Council’s Policy and Services Committee
7. DESC
RIPTION OF SCOPE OF SERVICES (Attachment A)
MUST INCLUDE:
SERVICES AND DELIVERABLES TO BE PROVIDED
SCHEDULE OF PERFORMANCE
MAXIMUM COMPENSATION AMOUNT AND RATE SCHEDULE (as applicable) REIMBURSABLE EXPENSES, if any (with “not to exceed” amount)
8. ATTACHMENTS: A: T ask Order Scope of Services B (if any): N/A I hereby authorize the performance of the work
described in this Task Order.
APPRO
VED:
CITY OF PALO ALTO
BY:______
______________________________
Name __________________________________
Title___________________________________
Date ___________________________________
I hereby acknowledge receipt and acceptance of
this Task Order and warrant that I have authority
to sign on behalf of Consultant.
APPRO
VED:
COMPANY NAME: Baker Tilly Advisory Group,
LP
BY
:____________________________________
Name __________________________________
Title___________________________________
Date ___________________________________
Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB 8/7/2025
Senior Manager
Kate Murdock
9/5/2025
Council Member
Council Member Vicki Veenker
8 Attachment A
DESCRIPTION OF SCOPE OF SERVICES
Introduction
Attachment A, the Description of Scope of Services, contains the following four (4) elements:
• Services and Deliverables To Be Provided
• Schedule of Performance
• Maximum Compensation Amount and Rate Schedule (As Applicable) • Reimbursable Expenses, if any (With “Not To Exceed” Amount) Services & Deliverables
Baker Tilly’s approach to conducting an internal audit of the Below Market Rate Housing Program involves three (3) primary steps:
• Step 1: Audit Planning
• Step 2: Fieldwork and Testing
• Step 3: Reporting
Step 1 – Audit Planning
This step consists of the tasks performed to adequately plan the work necessary to address the overall audit objective and to solidify mutual understanding of the audit scope, objectives, audit process, and timing between stakeholders and auditors. Tasks include:
• Gather information to understand the environment under review o Understand the environment under assessment
o Assess the City code, regulations, and other standards and expectations o Assess prior audit results, as applicable
o Assess additional documentation and conduct interviews as necessary • Assess the audit risk
• Prepare an audit planning memo and audit program
o Refine audit objectives and scope
o Identify the audit procedures to be performed and the evidence to be obtained and examined • Announce the initiation of the audit and kick-off meeting with key stakeholders o Discuss audit objectives, scope, audit process, timing, resources, and expectations o Discuss documentation and interview requests for the audit Step 2 – Fieldwork and Testing
The step involves executing the procedures in the audit program to gather information, interview individuals, and analyze the data and information to obtain sufficient evidence to address the audit objectives. The preliminary audit objective is to determine (1) if the Below Market Rate Housing Program maximizes the creation and retention of affordable housing stock in comparison to similar programs, and (2) determining whether services are provided to low- and moderate-income households in a timely manner that meets the needs of the community. Finally, the audit will evaluate the administration of the Below Market Rate Housing Program for adequate internal controls to safeguard the City from fraud, waste, and abuse. Procedures include, but are not limited to:
• Interviewing the appropriate individuals to gain an understanding of the organizational structure, processes, and controls related to the Program
Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB
9 • Analyze policies and procedures as well as the legislative and regulatory requirements to identify the criteria to be used for evaluation of control design and effectiveness • Select samples of applications and projects to determine if in compliance with rules and regulations
• Compare processes and controls against best practices Step 3 – Reporting
In Step 3, the project team will perform tasks necessary to finalize audit working papers, prepare and review a draft report with stakeholders, and submit a final report for management response. Tasks include:
• Developing findings, conclusions, and recommendations based on the supporting evidence gathered
• Validating findings with appropriate individuals and discuss the root cause of the identified findings
• Complete supervisory review of working papers and a draft audit report • Distribute a draft audit report and conduct a closing meeting with key stakeholders o Discuss the audit results, findings, conclusions, and recommendations o Discuss management responses
• Obtain written management responses and finalize a report • Review report with members of City Council and/or the appropriate Council Committee Deliverables:
The following deliverables will be prepared as part of this engagement:
• Audit Report
• Policy & Services Committee Audit Report Presentation
Schedule of Performance
Anticipated Start Date: July 1, 2025
Anticipated End Date: May 31, 2026
Maximum Compensation Amount and Rate Schedule
The not-to-exceed maximum, inclusive of reimbursable expenses (as summarized below) for this Task is $97,575.
The not-to-exceed budget is based on an estimate of 475 total project hours, of which a minimum of 70 are estimated to be completed by the City Auditor.
Reimbursable Expenses
We plan to complete all work remote including all interviews and documentation review. However, during the planning and fieldwork phases of this audit, the City and Baker Tilly may mutually determine it will be beneficial to perform a portion of the work on-site. Given this possibility, Baker Tilly could incur expenses for this Task.
The not-to-exceed maximum for reimbursable expenses for this Task is $6,500.
The following summarizes anticipated reimbursable expenses:
• Round-trip Airfare – $2,000 (1 round trip flight x 2 auditors) • Ground transportation – $800 (car rental or Uber/taxi) • Hotel accommodation – $3,000 (2 rooms x 4 nights)
• Food & Incidentals – $2,100
Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB 10 PROFESSIONAL SERVICES TASK ORDER
TASK ORDER FY26-4.36 Fleet Resources & Sustainability / Climate Action Plan Consultant shall perform the Services detailed below in accordance with all the terms and conditions of the
Agreement referenced in Item 1A below. All exhibits referenced in Item 8 below are incorporated into this Task Order by this reference. The Consultant shall furnish the necessary facilities, professional, t
echnical and supporting personnel required by this Task Order as described below.
CONTRACT NO. C21179340
OR PURCHASE ORDER REQUISITION NO. (AS APPLICABLE)
1A. MASTER AGREEMENT NO. (MAY BE SAME AS CONTRACT / P.O. NO. ABOVE): C21179340 1B. TASK ORDER NO.: FY26-4.36
2. C
ONSULTANT NAME: Baker Tilly Advisory Group, LP
3. PERIOD OF PERFORMANCE: START: July 1, 2025 COMPLETION: M ay 31, 2026
4. TOTAL TASK ORDER PRICE: $90,255
BALANCE REMAINING IN MASTER AGREEMENT/CONTRACT TBD
5. BUDGET CODE_______________ COST CENTER________________ COST ELEMENT______________ WBS/CIP__________ PHASE__________
6. CITY PROJECT MANAGER’S NAME & DEPARTMENT:
Vicki Veenker, Chair of the City Council’s Policy and Services Committee
7. DESC
RIPTION OF SCOPE OF SERVICES (Attachment A)
MUST INCLUDE:
SERVICES AND DELIVERABLES TO BE PROVIDED
SCHEDULE OF PERFORMANCE
MAXIMUM COMPENSATION AMOUNT AND RATE SCHEDULE (as applicable) REIMBURSABLE EXPENSES, if any (with “not to exceed” amount)
8. ATTACHMENTS: A: T ask Order Scope of Services B (if any): N/A I hereby authorize the performance of the work
described in this Task Order.
APPRO
VED:
CITY OF PALO ALTO
BY
:____________________________________
Name __________________________________
Title___________________________________
Date ___________________________________
I hereby acknowledge receipt and acceptance of
this Task Order and warrant that I have authority
to sign on behalf of Consultant.
APPRO
VED:
COMPANY NAME: Baker Tilly Advisory Group,
LP
BY
:____________________________________
Name __________________________________
Title___________________________________
Date ___________________________________
Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB Senior Manager
8/7/2025
Kate Murdock
Council Member Vicki Veenker
Council Member
9/5/2025
11 Attachment A
DESCRIPTION OF SCOPE OF SERVICES
Introduction
Attachment A, the Description of Scope of Services, contains the following four (4) elements:
• Services and Deliverables To Be Provided
• Schedule of Performance
• Maximum Compensation Amount and Rate Schedule (As Applicable) • Reimbursable Expenses, if any (With “Not To Exceed” Amount) Services & Deliverables
Baker Tilly’s approach to conducting an internal audit of the Building Permit and Inspection Fees involves three (3) primary steps:
• Step 1: Audit Planning
• Step 2: Fieldwork and Testing
• Step 3: Reporting
Step 1 – Audit Planning
This step consists of the tasks performed to adequately plan the work necessary to address the overall audit objective and to solidify mutual understanding of the audit scope, objectives, audit process, and timing between stakeholders and auditors. Tasks include:
• Gather information to understand the environment under review o Understand the environment under assessment
o Assess the City code, regulations, and other standards and expectations o Assess prior audit results, as applicable
o Assess additional documentation and conduct interviews as necessary • Assess the audit risk
• Prepare an audit planning memo and audit program
o Refine audit objectives and scope
o Identify the audit procedures to be performed and the evidence to be obtained and examined • Announce the initiation of the audit and kick-off meeting with key stakeholders o Discuss audit objectives, scope, audit process, timing, resources, and expectations o Discuss documentation and interview requests for the audit Step 2 – Fieldwork and Testing
The step involves executing the procedures in the audit program to gather information, interview individuals, and analyze the data and information to obtain sufficient evidence to address the audit objectives. The preliminary audit objective is to determine (1) if the City is effectively and efficiently managing fleet resources; and (2) if the City is on track to achieve City Fleet Sustainability and Climate Action Plan goals established for 2030. Procedures include, but are not limited to:
• Interviewing the appropriate individuals to gain an understanding of the organizational structure, processes, and controls related to the Fleet & S/CAP Programs • Analyze policies and procedures as well as the legislative and regulatory requirements to identify t
he criteria to be used for evaluation of control design and effectiveness • Gather data on fleet vehicles, including maintenance, disposal, driver training and safety programs • Analyze fleet utilization to identify underused or overused vehicles Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB
12 • Analyze maintenance and repair records
• Assess progress in achieving S/CAP goals
• Other steps as identified during planning
• Compare processes and controls against best practices Step 3 – Reporting
In Step 3, the project team will perform tasks necessary to finalize audit working papers, prepare and review a draft report with stakeholders, and submit a final report for management response. Tasks include:
• Developing findings, conclusions, and recommendations based on the supporting evidence gathered
• Validating findings with appropriate individuals and discuss the root cause of the identified findings
• Complete supervisory review of working papers and a draft audit report • Distribute a draft audit report and conduct a closing meeting with key stakeholders o Discuss the audit results, findings, conclusions, and recommendations o Discuss management responses
• Obtain written management responses and finalize a report • Review report with members of City Council and/or the appropriate Council Committee Deliverables:
The following deliverables will be prepared as part of this engagement:
• Audit Report
• Policy & Services Committee Audit Report Presentation Schedule of Performance
Anticipated Start Date: July 1, 2025
Anticipated End Date: May 31, 2026
Maximum Compensation Amount and Rate Schedule
The not-to-exceed maximum, inclusive of reimbursable expenses (as summarized below) for this Task is $90,255.
The not-to-exceed budget is based on an estimate of 440 total project hours, of which a minimum of 60 are estimated to be completed by the City Auditor.
Reimbursable Expenses
We plan to complete some fieldwork steps for this audit on-site if the City and Baker Tilly mutually determine it will be beneficial to perform a portion of the work on-site. Given this possibility, Baker Tilly could incur expenses for this Task.
The not-to-exceed maximum for reimbursable expenses for this Task is $6,500.
The following summarizes anticipated reimbursable expenses:
• Round-trip Airfare – $2,000 (1 round trip flight x 2 auditors) • Ground transportation – $800 (car rental or Uber/taxi) • Hotel accommodation – $3,000 (2 rooms x 4 nights)
• Food & Incidentals – $2,100
Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB 13 PROFESSIONAL SERVICES TASK ORDER
TASK ORDER FY26-4.37 Traffic Safety Improvements
Consultant shall perform the Services detailed below in accordance with all the terms and conditions of the Agreement
referenced in Item 1A below. All exhibits referenced in Item 8 below are incorporated into this Task
Order by this reference. The Consultant shall furnish the necessary facilities, professional, technical and
supporting personnel required by this Task Order as described below.
CONTRACT
NO. C21179340A
OR PURCHASE ORDER REQUISITION NO. (AS APPLICABLE)
1A. MASTER AGREEMENT NO. (MAY BE SAME AS CONTRACT / P.O. NO. ABOVE):C21179340A A 1B. TASK ORDER NO.: FY25-4.37
2. C
ONSULTANT NAME: Baker Tilly Advisory Group, LP
3. PERIOD OF PERFORMANCE: START: July 1, 2025 COMPLETION: Ap ril 30, 2026
4. TOTAL TASK ORDER PRICE: $97,575
BALANCE REMAINING IN MASTER AGREEMENT/CONTRACT TBD
5. BUDGET CODE_______________ COST CENTER________________ COST ELEMENT______________ WBS/CIP__________ PHASE__________
6. CITY PROJECT MANAGER’S NAME & DEPARTMENT:
Vicki Veenker Chair of the City Council’s Policy and Services Committee
7. DESC
RIPTION OF SCOPE OF SERVICES (Attachment A)
MUST INCLUDE:
SERVICES AND DELIVERABLES TO BE PROVIDED
SCHEDULE OF PERFORMANCE
MAXIMUM COMPENSATION AMOUNT AND RATE SCHEDULE (as applicable) REIMBURSABLE EXPENSES, if any (with “not to exceed” amount)
8. ATTACHMENTS: A: T ask Order Scope of Services B (if any): N/A I hereby authorize the performance of the work
described in this Task Order.
APPRO
VED:
CITY OF PALO ALTO
BY
:____________________________________
Name __________________________________
Title___________________________________
Date ___________________________________
I hereby acknowledge receipt and acceptance of
this Task Order and warrant that I have authority
to sign on behalf of Consultant.
APPRO
VED:
COMPANY NAME: Baker Tilly Advisory Group,
LP
BY:______
______________________________
Name __________________________________
Title___________________________________
Date ___________________________________
Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB Kate Murdock
8/7/2025
Senior Manager
Council Member
9/5/2025
Council Member Vicki Veenker
14 Attachment A
DESCRIPTION OF SCOPE OF SERVICES
Introduction
Attachment A, the Description of Scope of Services, contains the following four (4) elements:
• Services and Deliverables To Be Provided
• Schedule of Performance
• Maximum Compensation Amount and Rate Schedule (As Applicable) • Reimbursable Expenses, if any (With “Not To Exceed” Amount) Services & Deliverables
Baker Tilly’s approach to conducting an internal audit of the Building Permit and Inspection Fees involves three (3) primary steps:
• Step 1: Audit Planning
• Step 2: Fieldwork and Testing
• Step 3: Reporting
Step 1 – Audit Planning
This step consists of the tasks performed to adequately plan the work necessary to address the overall audit objective and to solidify mutual understanding of the audit scope, objectives, audit process, and timing between stakeholders and auditors. Tasks include:
• Gather information to understand the environment under review o Understand the environment under assessment
o Assess the City code, regulations, and other standards and expectations o Assess prior audit results, as applicable
o Assess additional documentation and conduct interviews as necessary • Assess the audit risk
• Prepare an audit planning memo and audit program
o Refine audit objectives and scope
o Identify the audit procedures to be performed and the evidence to be obtained and examined • Announce the initiation of the audit and kick-off meeting with key stakeholders o Discuss audit objectives, scope, audit process, timing, resources, and expectations o Discuss documentation and interview requests for the audit Step 2 – Fieldwork and Testing
The step involves executing the procedures in the audit program to gather information, interview individuals, and analyze the data and information to obtain sufficient evidence to address the audit objectives. The preliminary audit objective is to determine if the City is effectively and efficiently designing and implementing improvements to ensure traffic safety for residents. Procedures include, but are not limited to:
• Interviewing the appropriate individuals to gain an understanding of the organizational structure, processes, and controls related to the Office of Transportation and Public Works Departments as they relate to the design and implementation of traffic safety improvements • Analyze policies and procedures as well as the legislative and regulatory requirements to identify the criteria to be used for evaluation of control design and effectiveness • Gather data on traffic safety programs and initiatives including calming measures, engineering design and implementation, data collection, performance measurement and public education Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB
15 • Analyze project plans and justification and evaluate design criteria • Analyze cost estimates and budgeting
• Assess stakeholder input and engagement
• Assess installation/implementation of traffic safety features • Assess performance data
• Compare processes and controls against best practices Step 3 – Reporting
In Step 3, the project team will perform tasks necessary to finalize audit working papers, prepare and review a draft report with stakeholders, and submit a final report for management response. Tasks include:
• Developing findings, conclusions, and recommendations based on the supporting evidence gathered
• Validating findings with appropriate individuals and discuss the root cause of the identified findings
• Complete supervisory review of working papers and a draft audit report • Distribute a draft audit report and conduct a closing meeting with key stakeholders o Discuss the audit results, findings, conclusions, and recommendations o Discuss management responses
• Obtain written management responses and finalize a report • Review report with members of City Council and/or the appropriate Council Committee Deliverables:
The following deliverables will be prepared as part of this engagement:
• Audit Report
• Policy & Services Committee Audit Report Presentation Schedule of Performance
Anticipated Start Date: July 1, 2025
Anticipated End Date: April 30, 2026
Maximum Compensation Amount and Rate Schedule
The not-to-exceed maximum, inclusive of reimbursable expenses (as summarized below) for this Task is $97,575.
The not-to-exceed budget is based on an estimate of 475 total project hours, of which a minimum of 70 are estimated to be completed by the City Auditor.
Reimbursable Expenses
We plan to complete some fieldwork steps for this audit on-site if the City and Baker Tilly mutually determine it will be beneficial to perform a portion of the work on-site. Given this possibility, Baker Tilly could incur expenses for this Task.
The not-to-exceed maximum for reimbursable expenses for this Task is $6,500.
The following summarizes anticipated reimbursable expenses:
• Round-trip Airfare – $2,000 (1 round trip flight x 2 auditors) • Ground transportation – $800 (car rental or Uber/taxi) • Hotel accommodation – $3,000 (2 rooms x 4 nights)
• Food & Incidentals – $2,100
Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB 16 PROFESSIONAL SERVICES TASK ORDER
TASK ORDER FY26-4.38 City of Palo Alto Utilities Reserves Consultant shall perform the Services detailed below in accordance with all the terms and conditions of the Agreement
referenced in Item 1A below. All exhibits referenced in Item 8 below are incorporated into this Task Order by this reference. The Consultant shall furnish the necessary facilities, professional, technical and
supporting personnel required by this Task Order as described below.
CONTRACT
NO. C21179340 A
OR PURCHASE ORDER REQUISITION NO. (AS APPLICABLE)
1A. MASTER AGREEMENT NO. (MAY BE SAME AS CONTRACT / P.O. NO. ABOVE): C21179340 A 1B. TASK ORDER NO.: FY26-4.38
2. C
ONSULTANT NAME: Baker Tilly Advisory Group, LP
3. PERIOD OF PERFORMANCE: START: July 1, 2025 COMPLETION: D ecember 31, 2025
4. TOTAL TASK ORDER PRICE: $70,815
BALANCE REMAINING IN MASTER AGREEMENT/CONTRACT TBD
5. BUDGET CODE_______________ COST CENTER________________ COST ELEMENT______________ WBS/CIP__________ PHASE__________
6. CITY PROJECT MANAGER’S NAME & DEPARTMENT:
Vicki Veenker, Chair of the City Council’s Policy and Services Committee
7. DESC
RIPTION OF SCOPE OF SERVICES (Attachment A)
MUST INCLUDE:
SERVICES AND DELIVERABLES TO BE PROVIDED
SCHEDULE OF PERFORMANCE
MAXIMUM COMPENSATION AMOUNT AND RATE SCHEDULE (as applicable) REIMBURSABLE EXPENSES, if any (with “not to exceed” amount)
8. ATTACHMENTS: A: T ask Order Scope of Services B (if any): N/A I hereby authorize the performance of the work
described in this Task Order.
APPRO
VED:
CITY OF PALO ALTO
BY
:____________________________________
Name __________________________________
Title___________________________________
Date ___________________________________
I hereby acknowledge receipt and acceptance of
this Task Order and warrant that I have authority
to sign on behalf of Consultant.
APPRO
VED:
COMPANY NAME: Baker Tilly Advisory Group,
LP
BY
:____________________________________
Name __________________________________
Title___________________________________
Date ___________________________________
Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB Senior Manager
8/7/2025
Kate Murdock
Council Member Vicki Veenker
Council Member 9/5/2025
17 Attachment A
DESCRIPTION OF SCOPE OF SERVICES
Introduction
Attachment A, the Description of Scope of Services, contains the following four (4) elements:
• Services and Deliverables To Be Provided
• Schedule of Performance
• Maximum Compensation Amount and Rate Schedule (As Applicable) • Reimbursable Expenses, if any (With “Not To Exceed” Amount) Services & Deliverables
Baker Tilly’s approach to conducting an assessment of the City of Palo Alto Utilities Reserves (3) primary steps:
• Step 1: Assessment Planning
• Step 2: Fieldwork and Testing
• Step 3: Reporting
Step 1 – Assessment Planning
This step consists of the tasks performed to adequately plan the work necessary to address the overall audit objective and to solidify mutual understanding of the assessment scope, objectives, process, and timing between stakeholders and auditors. Tasks include:
• Gather information to understand the environment under review o Understand the environment under assessment
o Assess the City code, regulations, and other standards and expectations o Assess prior audit results, as applicable
o Assess additional documentation and conduct interviews as necessary • Prepare an assessment program
o Refine assessment objectives and scope
o Identify the procedures to be performed and the evidence to be obtained and examined • Announce the initiation of the assessment and kick-off meeting with key stakeholders o Discuss assessment objectives, scope, audit process, timing, resources, and expectations o Discuss documentation and interview requests for the audit Step 2 – Fieldwork and Testing
The step involves executing the procedures in the assessment program to gather information, interview individuals, and analyze the data and information to obtain sufficient evidence to address the assessment objectives. The preliminary objective is to assess the City of Palo Alto Utilities supply, operating, and capital expenditure reserve policies and provide related benchmarking and best practices information:
• Interviewing the appropriate individuals to gain an understanding of current procedures including h
ow the Utility projects peak demand, calculates reserve margins, models demand growth, etc. • Analyze policies and procedures related to reserves
• Assess compliance with regulatory reserve margin requirements and other relevant standards • Compare processes and controls against best practices Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB 25 PROFESSIONAL SERVICES TASK ORDER
TASK ORDER FY26-4.41 Follow-Up Audit Activities
Consultant shall perform the Services detailed below in accordance with all the terms and conditions of the Agreement
referenced in Item 1A below. All exhibits referenced in Item 8 below are incorporated into this Task
Order by this reference. The Consultant shall furnish the necessary facilities, professional, technical and
supporting personnel required by this Task Order as described below.
CONTRACT
NO. C21179340A
OR PURCHASE ORDER REQUISITION NO. (AS APPLICABLE)
1A. MASTER AGREEMENT NO. (MAY BE SAME AS CONTRACT / P.O. NO. ABOVE): C21179340 A 1B. TASK ORDER NO.: FY26-4.34
2. C
ONSULTANT NAME: Baker Tilly Advisory Group, LP
3. PERIOD OF PERFORMANCE: START: July 1, 2025 COMPLETION:
June 30, 2026
4. TOTAL TASK ORDER PRICE: $59,390
BALANCE REMAINING IN MASTER AGREEMENT/CONTRACT TBD
5. BUDGET CODE_______________ COST CENTER________________ COST ELEMENT______________ WBS/CIP__________ PHASE__________
6. CITY PROJECT MANAGER’S NAME & DEPARTMENT:
Vicki Veenker, Chair of the City Council’s Policy and Services Committee
7. DESC
RIPTION OF SCOPE OF SERVICES (Attachment A)
MUST INCLUDE:
SERVICES AND DELIVERABLES TO BE PROVIDED
SCHEDULE OF PERFORMANCE
MAXIMUM COMPENSATION AMOUNT AND RATE SCHEDULE (as applicable) REIMBURSABLE EXPENSES, if any (with “not to exceed” amount)
8. ATTACHMENTS: A: T ask Order Scope of Services B (if any): N/A I hereby authorize the performance of the work
described in this Task Order.
APPRO
VED:
CITY OF PALO ALTO
BY:______
______________________________
Name __________________________________
Title___________________________________
Date ___________________________________
I hereby acknowledge receipt and acceptance of
this Task Order and warrant that I have authority
to sign on behalf of Consultant.
APPRO
VED:
COMPANY NAME: Baker Tilly Advisory Group,
LP
BY:______
______________________________
Name __________________________________
Title___________________________________
Date ___________________________________
Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB 8/7/2025
Kate Murdock
Senior Manager
Council Member Vicki Veenker
Council Member
9/5/2025
26 Attachment A
DESCRIPTION OF SCOPE OF SERVICES
Introduction
Attachment A, the Description of Scope of Services, contains the following four (4) elements:
• Services and Deliverables To Be Provided
• Schedule of Performance
• Maximum Compensation Amount and Rate Schedule (As Applicable) • Reimbursable Expenses, if any (With “Not To Exceed” Amount) Services & Deliverables
Baker Tilly will provide the following services in conducting Follow-Up Audit Activities::
• Track and monitor progress on all audit recommendations • Obtain sufficient evidence to support conclusions regarding the status of audit recommendations • Annually report on the status of recommendations
Deliverables:
The following deliverables will be prepared as part of this engagement:
• Annual Status of Audit Recommendations Report
• Policy & Services Committee Report Presentation
Schedule of Performance
Anticipated Start Date: July 1, 2025
Anticipated End Date: June 30, 2026
Maximum Compensation Amount and Rate Schedule
The not-to-exceed maximum, inclusive of reimbursable expenses (as summarized below) for this Task is $18,255.
The not-to-exceed budget is based on an estimate of 90 total project hours, of which a minimum of 10 are estimated to be completed by the City Auditor.
Docusign Envelope ID: 3867CDA0-2394-4C73-A5C3-3AAA5E07A7CB
PROFESSIONAL SERVICES TASK ORDER
TASK ORDER FY26-06 Evaluation and Benchmarking
Consultant shall perform the Services detailed below in accordance with all the terms and conditions of the Agreement referenced in Item 1A below. All exhibits referenced in Item 8 below are incorporated into this Task Order by this reference. The Consultant shall furnish the necessary facilities, professional, technical and supporting personnel required by this Task Order as described below.
CONTRACT NO. C21179340A
OR PURCHASE ORDER REQUISITION NO. (AS APPLICABLE)
1A. MASTER AGREEMENT NO. (MAY BE SAME AS CONTRACT / P.O. NO. ABOVE): C21179340A 1B. TASK O RDER NO.: FY26 – Task 6
2. CONSULTANT NAME: Baker Tilly US, LLP
3. PERIOD OF PERFORMANCE: START: November 20, 2025 COMPLETION: June 30, 2026 4 TOTAL TASK ORDER PRICE: $45,450
BALANCE REMAINING IN MASTER AGREEMENT/CONTRACT TBD
5. BUDGET CODE_______________
COST CENTER________________
COST ELEMENT______________
WBS/CIP__________
PHASE__________
6. CITY PROJECT MANAGER’S NAME & DEPARTMENT:
Vicki Veenker, Chair of the City Council’s Policy and Services Committee
7. DESCRIPTION OF SCOPE OF SERVICES (Attachment A)
MUST INCLUDE:
▪ SERVICES AND DELIVERABLES TO BE PROVIDED
▪ SCHEDULE OF PERFORMANCE
▪ MAXIMUM COMPENSATION AMOUNT AND RATE SCHEDULE (as applicable) ▪ REIMBURSABLE EXPENSES, if any (with “not to exceed” amount)
8. ATTACHMENTS: A: Task Order Scope of Services B (if any): N/A
I hereby authorize the performance of the
work described in this Task Order.
APPROVED:
CITY OF PALO ALTO
BY:____________________________________
Name __________________________________
Title___________________________________
Date ___________________________________
I hereby acknowledge receipt and acceptance of
this Task Order and warrant that I have authority to
sign on behalf of Consultant.
APPROVED:
Baker Tilly Advisory Group, LP
BY:____________________________________
Name __________________________________
Title___________________________________
Date ___________________________________
Docusign Envelope ID: FF6B5C7D-F637-4C0B-9098-EA017A266973 Manager
8/1/2025
Kate Murdock
Council Member Vicki Veenker
8/7/2025
Council Member
Attachment A
DESCRIPTION OF SCOPE OF SERVICES
Introduction
Attachment A, the Description of Scope of Services, contains the following four (4) elements:
• Services and Deliverables To Be Provided
• Schedule of Performance
• Maximum Compensation Amount and Rate Schedule (As Applicable) • Reimbursable Expenses, if any (With “Not To Exceed” Amount) Services & Deliverables
Baker Tilly’s approach to undergoing a peer review involves three (3) primary steps:
• Step 1: Preparation for a peer review
• Step 2: A peer review by and independent auditor
• Step 3: Cost per audit analysis
Step I – Preparation for a peer review
The Office of the City Auditor (OCA) will conduct a self-assessment before a peer review.
Step 2 – A peer review by a qualified organization
OCA will undergo a peer review conducted by an independent evaluator. In order to accomplish this task, OCA will:
• Request a peer review from the Association of Local Government Auditors (ALGA) • Provide documents and answer questions as requested by ALGA • Obtain a peer review report from ALGA
Step 3 – Cost per audit analysis
OCA will prepare a cost per audit analysis.
Deliverables:
Legislative documents will be prepared to present a peer review report from an independent evaluator:
Schedule of Performance
Anticipated Start Date: November 20, 2025
Anticipated End Date: June 30, 2026
Docusign Envelope ID: FF6B5C7D-F637-4C0B-9098-EA017A266973 Maximum Compensation Amount and Rate Schedule
The not-to-exceed maximum, inclusive of reimbursable expenses (as summarized below) for this Task is $45,450. The not-to-exceed budget is based on an estimate of 100 total project hours, of which 80 are estimated to be completed by the City Auditor.
Reimbursable Expenses
As part of the peer review process, the City Auditor’s Office will be paying the peer review teams’ travel expenses should the peer review agency determine that the peer review will require an onsite visit. The City Auditor’s Office will have a better estimate of these expenses in the Fall of 2025, but a rough estimate is $10,000. This will cover airline, hotel, uber, and meal expenses for the peer review team (typically 2 to 3 individuals for 4 days). At this time, it is not anticipated that there will be other costs associated with the peer review if conducted through the Association of Local Government Auditors.
Docusign Envelope ID: FF6B5C7D-F637-4C0B-9098-EA017A266973