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[Client Name] <br />[proposal date] <br /> <br /> <br />1 <br /> <br /> <br />January 23, 2025 <br /> <br /> <br />Ms. Susan Hsieh, Finance Director <br />City of Pleasanton <br />123 Main Street <br />Pleasanton, CA 94566 <br /> <br />Delivered electronically <br /> <br /> <br />Dear Ms. Hsieh: <br />Thank you for talking with Steve Toler and Matthew Stark to discuss your need for updating the long-term <br />financial planning model Baker Tilly developed for the City. We are pleased to provide this proposal to <br />provide the support needed for this update and to assist the City with other updates as needed during the <br />coming fiscal year. <br /> <br />We have developed special expertise in long-range forecasting models to help our clients with budget and <br />financial management, and we would be pleased to assist you with this effort. This proposal explains the <br />process Baker Tilly will use to construct a fiscal model suited to the City’s needs. <br /> <br />Plan of Work <br />Based on our experience with your fiscal model and our understanding of Pleasanton’s needs we have <br />prepared a plan of work to update the long-term financial model. <br /> <br />Activity 1 – Start Project <br />Baker Tilly will begin this project with a kickoff meeting with the City to define the project schedule and <br />identify the specific tasks to be completed. <br />Activity 2 – Update Financial Model <br />Baker Tilly will complete the requested updates to the financial planning model. Our understanding, <br />subject to refinements uncovered in the kickoff meeting, is that the City wishes to update the budget input <br />worksheets for General Fund revenues and expenditures and to create summary reports based on <br />existing versions used by the City in its reports and presentations. <br /> <br />Upon completion of the modifications to the model, Baker Tilly will review the model with the City to <br />confirm that the changes meet the City’s expectations. <br /> <br />During this activity we also deliver a user’s manual for the model with the expectation that staff will “own” <br />and begin using the model regularly as a tool. <br /> <br />Activity 3 – Ongoing Support <br />We are committed to ensuring City staff have a tool to use in preparing forecasts in future years. We will <br />continue to provide on-call assistance during the next year to address any questions staff might have as <br />Baker Tilly Advisory Group, LP <br />2570 W El Camino Real, Suite 640 <br />Mountain View, CA 94040 <br />+1 (949) 809 5588 <br />bakertilly.com <br />Docusign Envelope ID: 2B4E713A-BE8F-4188-906F-F2DF646E2071