The City of Santa Ana
Climate Action Plan Update
RFP No: 24-044
May 24, 2024
cumming-group.com
EXHIBIT 3
Cost Proposal
Cost Proposal
PERSONNEL & ROLE HOURLY RATE
Christine Marez, Principal Agent $235
Emma Sorrell, Project Director $230
Katya Balakhovsky, Project Manager $190
Louis Spanias, Sustainability Program Manager $190
Tim Zhang, GHG Manager $195
Morgan Rose, Stakeholder Engagement & Equity Manager $180 Cassidy Wallerstein, Stakeholder Engagement & Equity Coordinator $170
SUBCONTRACTOR LABOR TO AUGMENT THE TEAM AS NEEDED
Jason Pack, VMT & Transportation Lead $345
Paul Herrmann, VMT & Transportation Manager $265
Table 1. Labor Rates
All Proposers are required to submit a fixed rate fee with their Cost Proposal. Pricing instructions should be clearly defined to ensure fees proposed can be compared and evaluated. Cost Proposal must include a payment schedule if applicable. City reserves the right to negotiate compensation and/or payment schedule prior to award of any resulting agreement. When applicable, if providing hourly rate sheets, Proposer shall not include rate ranges or averages.
The fee proposal shall be submitted separately and concurrently with the technical proposal, electronically in PlanetBids, and as a hard copy in a separately sealed enveloped, clearly labeled as “Fee Proposal. ” This shall include the firm’s Standard Hourly Fee Schedule, a table outlining the tasks and team hourly effort for each of the major tasks, and a Project Fee Schedule, as outlined in the Scope of Work.
The City shall not provide reimbursement for travel-related expenses, mileage, parking, lodging, meals, incidental fees, insurance, freight/shipping and handling/delivery, and any other business expenses, supplies and materials related to providing services as specified herein. Additional costs will not be considered and will not be reimbursed by the City, therefore, such costs must be absorbed in Proposer’s cost proposal fee structure. Any language related to travel reimbursement shall be stricken from the document by the City and if not stricken, shall be deemed invalid.
Cumming Group has assessed the proposed scope set forth in Section Exhibit 1 of the RFP . From that assessment we have broken down our estimated fees by task, shown on the next page in Table 2. Task Budget, and our hourly rates shown in Table 1. Labor Rates, below. A labor build-up was completed for each task based on information provided in the RFP , combined with Cumming Group’s experience with other client projects of a similar scope.
The level of effort required for each task was identified and assigned to specific project team members based on their expertise with the task. The total budget and total number of hours required to complete the task were then determined based on individual labor hours and hourly rates, as outlined in Table 1. Labor Rates.
All project activities will be invoiced monthly on a Time and Materials basis in a format approved by the City. Monthly invoices will be supported with detailed information on time billed against the project and a narrative report summarizing accomplishments as further described above in Task 2: Project Management. Our Deltek Vantagepoint timekeeping system will be set up with task-level project codes to ensure accurate tracking and reporting of the contract budget.
WORK TASKS & DELIVERABLES ESTIMATED HOURS ESTIMATED COST TASK 1. PROJECT MANAGEMENT 164 $46,380
TASK 2. STAKEHOLDER ENGAGEMENT 285 $48,775
TASK 3. CAP REVISIONS 837 $164,980
TASK 4. ONGOING MONITORING AND REPORTING 330 $58,175
TASK 5. OTHER TECHNICAL SUPPORT AS ASSIGNED 820 $131,750 HOURS ESTIMATED TO COMPLETE PROJECT 2,436
TOTAL ESTIMATED COST TO COMPLETE PROJECT $450,060
Table 2. Task Budget