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NBS GOVERNMENT FIANNCE GROUP CONTRACT#2024205
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NBS GOVERNMENT FIANNCE GROUP CONTRACT#2024205
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Last modified
7/24/2024 3:47:04 PM
Creation date
3/18/2024 8:21:05 AM
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CONTRACTS
Description Type
Professional Services
Contract Type
Amendment
NAME
NBS GOVERNMENT FIANNCE GROUP CONTRACT#2024205
Contract Record Series
704-05
Munis Contract #
2024205
Contract Expiration
6/30/2024
NOTES
REVENUE OPTIONS ANALYSIS SERVICES
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<br /> <br /> <br /> <br /> Page 5 <br />Work Experience: Kaitlan vanBreemen has an extensive background in Federal and State audit completion <br />for various client projects, as well as in building government relations in the regulatory compliance arena. <br />Kaitlan earned her Bachelor of Arts in Communications/Advertising from California State University <br />Fullerton. <br />DEBI APPLEGATE, PROJECT ANALYST <br />Role and Responsibilities: Under the direction of the project manager, Debi Applegate will support <br />projects as needed with data collection, processing, and modeling of information in Excel and Word <br />applications. <br />Work Experience: Debi Applegate is a Project Analyst bringing more than two decades of experience to the <br />NBS team. Her extensive background as an analyst includes planning, forecasting, and reporting for an <br />array of client projects. She also has a sizable background in training which provides an ability to break <br />down and communicate complex topics into understandable concepts. Debi has a Bachelor of Science <br />degree in Ecology and Systematic Biology with a minor in Statistics from California Polytechnic State <br />University, San Luis Obispo. <br /> <br />PROFESSIONAL FEES <br />Our professional fees reflect the effort we believe is necessary to complete the scope of services <br />described. We express this honestly and transparently through our price proposal. The following hourly <br />rates for our proposed professional staff’s time derive the overall not-to-exceed pricing for the requested <br />scope of services. These rates are inclusive of all costs associated with professional time, document <br />production, and incidentals. These rates will apply for the duration of our contract: <br />Title Hourly Rate <br />Director $210 <br />Senior Consultant $160 <br />Project Analyst $130 <br /> <br />Fees per project identified in the Scope of Services section of this document are proposed as follows: <br />Master Fee Schedule Update, Tasks 1 - 4 ................................................................... Not to Exceed $19,000 <br />Optional Public Meeting Attendance - Remote ................................................................. $750 per meeting <br />Optional Public Meeting Attendance – In-Person ...... $1,500 plus travel expenses NTE $1,000 per meeting <br />Stormwater Facility Inspection Fees Update (Optional) ............................................ Not to Exceed $3,000* <br />*Assumes project is conducted and completed concurrently with primary scope of services <br />EXPENSES <br />Customary out-of-pocket travel expenses are billed at the actual cost incurred. These expenses may <br />include airfare, care rental, meals and ancillary expenses. Costs will not exceed $1,000 per trip to the City’s <br />offices. <br />DocuSign Envelope ID: 8ED90C61-FB1E-42A9-A36D-120CE7F5D38F
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