Final Draft - Consulting Services Agreement (CSA) CoSL and Baker Tilly with approved edits 01272023.

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Consulting Services Agreement between City of San Leandro and Last revised [01/11/2023] Baker Tilly US, LLC. for Fiscal Forecast Model Exhibit A – Page 1 of 2 EXHIBIT A SCOPE OF SERVICES Proposed Plan of Work Based on the Consultant’s experience with financial modeling and the Consultant understanding the City’s needs, Consultants have prepared a plan of work to provide a new fiscal model. This framework is amenable to refinements, based on the City’s input. Activity 1 – Start Project Consultants will begin this project with a kickoff meeting with the City and others as designated. During this meeting, Consultants will refine the schedule, discuss the project objectives, and review the tasks to be completed. After this initial kickoff meeting, Consultants will submit a document and data request to the City. Activity 2 – Gather Information and Data Next, Consultant will initiate a careful learning phase to understand the City’s current fiscal status and what has changed since the development of the prior model. Key tasks are described below. • Consultant will gather data to be used throughout the analytical phase of the project. This will include budgets, department budgetary recommendations, analytical work, labor agreements and other pertinent information created since our last analysis. • Consultant will review multi-year budget information, including revenue sources and amounts, expenditure allocations, reserves and other funds, budgetary reductions and cost shifts that have been made to date, the local community, the City’s labor environment, and other relevant factors that have changed from our initial assessment. • Consultant will review previous forecasting model with the City to understand what improvements can be made in a new model, including key decision factors that may likely arise in the coming years. • In addition, Consultant will review budgeting approaches and test budget assumptions against actual experience, and review and factor in the City’s inventory of unmet or deferred infrastructure and maintenance needs, to the extent the information is available. Activity 3 – Develop New Baseline Fiscal Trend Model Next, Consultant will analyze the data we have gathered through the previous activities. Key tasks include: • Consultant will speak with financial staff and review assumptions and parameters. • Consultant will identify historical trends and update a forecast giving a comprehensive perspective of the factors affecting the financial capacity of the City. This analysis will provide a sound basis for understanding the City’s financial ability to fund services during the next ten years. • Consultant will develop the multi-year fiscal model based on this information. The model will tie back to accounting and payroll records and represent a streamlined version of our original model that will be easier for staff to update in the future. • Consultant will develop a draft revised forecast and then review it via a video conference with managers to refine and validate our new assumptions. Consultant will be careful to tie back all model data to the City’s source documents and to fully explain the assumptions underlying the model. DocuSign Envelope ID: 107FEF1D-F406-4E59-B711-11CAAAD305A0