uhy-us.com
Proposal to Provide Professional Services for
City of Stockton, CA
Internal Auditing Services
November 20, 2025
RFP# PUR 26-016
COST PROPOSAL
Jack Reagan, Managing Director
410 423 4832 | [email protected]
UHY Advisors Mid-Atlantic, Inc.
8601 Robert Fulton Drive, Suite 210
Columbia, MD 21046
UHY Advisors CA, Inc.
4 Park Plaza, Suite 350
Irvine, CA 92614
ATTACHMENT B
City of Stockton, CA
Contents
5.3 PRICE SHEET ................................ ................................ ................................ ................................ . 3 ATTACHMENT F – COST/PRICE PROPOSAL ................................ ................................ ........................... 4 Disclaimer:
Please note that while the Request for Proposal references “Auditing” Services, UHY is NOT being engaged for any “Audit” or “Attest” work within the meaning of the AICPA rules and regulations. This engagement specifically EXCLUDES any “Audit” or “Attest” work. Rather, this is consultative accounting work which will be conducted in accordance with the terms of this engagement and proposal response.
ATTACHMENT B
City of Stockton, CA
uhy-us.com | PRIVILEGED INFORMATION | 3
5.3 PRICE SHEET
1. Using Attachment F – Cost/Price Proposal for required services. Proponent must submit a signed proposal fee under a separate electronic file. Do not include it in the technical proposal response. Provide a detailed basic fee structure and breakdown of any other charges related to your firm’s proposal as specified. Finalist’s fee structure may be subject to negotiation.
We strive to keep our rates at the most reasonable level while upholding the highest professional standards. We look forward to a long-term relationship with the City. UHY understands the pressures and concerns regarding pricing for our governmental clients.
Our rates reflect a significant discount from our standard hourly rate. We do not charge for routine discussions relating to our ongoing services or out-of-pocket costs. The total estimated cost reflects all-inclusive fees for the work performed, travel and other expenses, and includes general conversations with management. However, if any inquiry leads to work approaching the project level, we will meet with your management to agree on the scope of the services and final deliverables.
If our fee estimate does not meet your expectations, we welcome the opportunity to discuss it further and assess the balance between scope, cost, and value. We have taken measures to be price -sensitive on all our engagements and encourage a candid dialogue regarding our proposed fees .
Please see our Attachment F - cost/price proposal on the following page.
ATTACHMENT B
City of Stockton, CA
uhy-us.com | PRIVILEGED INFORMATION | 4
ATTACHMENT F – COST/PRICE PROPOSAL
ATTACHMENT B
Jack Reagan
Managing Director
410 423 4832 | [email protected]
UHY Advisors Mid-Atlantic, Inc.
8601 Robert Fulton Drive, Suite 210
Columbia, MD 21046
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“UHY” is the brand name under which UHY LLP and UHY Advisors, Inc. provide professional services. The two firms operate as separate legal entities in an alternative practice structure. UHY LLP is a licensed independent CPA firm that performs attest services. UHY Advisors, Inc. provides tax and business consulting services through subsidiary entities. UHY Advisors, Inc. and UHY LLP are U.S. members of Urbach Hacker Young International Limited (UHY International), a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. Any services described herein are provided by UHY Advisors, Inc. and/or UHY LLP (as the case may be) and not by UHY International or any other member firm of UHY International. Neither UHY International nor any member of UHY International has any liability for services provided by other members. ©2025 UHY LLP . All rights reserved. [1024]
ATTACHMENT B