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RAFTELIS FINANCIAL CONSULTANTS, INC. (2)
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RAFTELIS FINANCIAL CONSULTANTS, INC. (2)
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Last modified
6/18/2024 10:16:33 AM
Creation date
6/18/2024 10:16:20 AM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
RAFTELIS FINANCIAL CONSULTANTS, INC.
Contract Record Series
704-05
Munis Contract #
2024474
Contract Expiration
6/30/2025
NOTES
STRATEGIC PLAN FACILITATION AND DEVELOPMENT
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RAFTELIS 3 <br /> <br /> <br />Fee <br /> <br />The total fixed fee to complete the scope of work outlined in this proposal is $28,800 which includes all professional fees <br />and expenses. This fee is allocated to the following Activities, as described above. <br /> <br />Activity Cost <br />1. Begin Engagement $1,755 <br />2. Review Information Gathered $3,500 <br />3. Prepare for and Facilitate Workshop $16,800 <br />4. Prepare Strategic Plan Document $6,745 <br />Total Cost $28,800 <br /> <br />While this is a fixed fee project and we will not be charging hourly rates, for the City’s information our 2024 standard <br />hourly rates are as follow: <br /> <br />• Executive Vice President $400 <br />• Vice President $360 <br />• Senior Manager $320 <br />• Recruiter $295 <br />• Principal/Senior Advisor $295 <br />• Manager $285 <br />• Senior Consultant $250 <br />• Executive Coach $250 <br />• Consultant $220 <br />• Creative Director $220 <br />• Associate Consultant $185 <br />• Graphic Designer $160 <br />• Analyst $135 <br />• Administration $100 <br />To hold the date, a non-refundable deposit of $5,000 (paid to Raftelis Financial Consultants) will be invoiced upon <br />signing of the agreement. We will invoice the balance monthly based on work completed. <br /> <br />We look forward to the opportunity to serve the City of Pleasanton. If you have any questions, please do not hesitate to <br />contact Jan Perkins using the following contact information: <br /> <br />Jan Perkins, Vice President <br />Phone: 949.202.8870 / Email: jperkins@raftelis.com <br /> <br />Sincerely, <br /> <br />Julia Novak <br />Executive Vice President <br />DocuSign Envelope ID: 444F2A54-0EC8-4DFE-B6F4-684E5C05679A
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