2026 Responses to Vendor Questions.pdf

J. Millier & Associates, LLC - 7/20/2026

1. Have these services been provided by an outside firm at any time over the last five years?

Yes

2. If yes, what firms were contracted?

Zelenkofske Axelrod, LLC

3. Please provide examples of the service requests and the timeframe to deliver the service over the last year.

Answer illustrates approximate hours for FY2026. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

GASB Implementation: 40 hours (Fall/Winter);

Fixed Asset Accounting: 528 hours (Summer/Fall).

ERP Upgrade (Workday) Testing: 600 hours (Year-round).

Employee Benefit Fund Analysis: 72 hours (1 day per month).

General Disbursement Bank Reconciliation: 72 hours (1 day per month)

4. If the services were provided over the last year, provide the estimated number of hours that were required.

See above.

5. What level of staƯ were required to deliver the services?

Answer illustrates approximate staƯ requirements for FY2026. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

GASB Implementation: Principle/Partner Fixed Asset Accounting: Manager ERP Upgrade (Workday) Manager Employee Benefit Fund Analysis: StaƯ Accountant General Disbursement Bank Reconciliation: StaƯ Accountant

Maher Duessel – 7/21/2026

1. Of the anticipated support areas, which are the highest priorities at contract commencement?

Fixed Asset Accounting & ERP Upgrade

2. Can you provide a brief update on the current status of the FAMIS-to-Workday transition and the accounting workstreams where outside support is most needed?

Currently in design/testing; Current projected go-live is 7/1/2027.

3. Will the selected firm primarily supplement existing accounting staƯ on an as-needed basis, and are there any particular staƯing or subject matter gaps you are looking to address?

Yes; No

4. What level of on-site presence do you expect from the selected team? Are you open to remote work?

80% on site; 20% remote.

5. Are there any specific early deliverables or recurring assignments you expect during the first several months of the engagement?

See assignments noted above (response to Q. 3 under J. Miller & Associates, LLC).

6. Are there any current pain points, audit issues, reporting challenges, or implementation concerns you would especially like the selected firm to help address?

No.

7. For pricing, would you like applicants to provide only hourly rates by personnel level, or also estimated hours for anticipated workstreams?

Only hourly rates by personnel level.

8. If a firm is not LBE-certified, how would you recommend best presenting local impact in a way that is responsive to the evaluation criteria?

See LBE Cert as posted in the RFP.

TaxSpace – 7/22/2026 Scope of Work / Engagement Structure

1. Can the City provide an estimated distribution of anticipated work across the primary service areas identified in the RFP (e.g., ERP readiness/FAMIS-to-Workday transition, capital and fixed asset accounting, GASB implementation, and other advisory services)? If available, please include estimated hours or percentage of eƯort by service area.

See above (response to Q. 3 under J. Miller & Associates, LLC).

2. The RFP states that assigned staƯ must be "available to work on-site." Can the City clarify its expectations regarding on-site versus remote work? Is the anticipated model primarily on-site, hybrid, or on-site only as requested for specific assignments?

80% on site; 20% remote.

3. Can the City clarify how work will be authorized under this contract? For example, will assignments be issued through individual task orders or work requests, or does the City anticipate a recurring level of staƯing throughout the contract term?

See above for examples of service requests. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

Compensation / Pricing

4. The RFP establishes a maximum compensation of $200,000 for the base contract term with up to four one-year renewal options. If renewal options are exercised, should respondents assume that each renewal term will have its own not-to-exceed amount, subject to future appropriations and contract amendments?

Correct.

5. Should respondents include anticipated travel and other reimbursable expenses within their proposed hourly rates and the $200,000 not-to-exceed amount, or will approved reimbursable expenses be handled separately?

The proposed billing rate should include all costs associated with the performance of the services specified, including materials, supervision, labor, insurance, transportation, delivery, travel, fuel or other charges, and related costs.

StaƯing / Proposal Requirements

6. Beyond the competencies identified in the RFP, are there any minimum qualifications or certifications (e.g., CPA licensure, specific governmental accounting experience, or minimum years of experience) required for proposed personnel?

Applicants should provide resumes for all personnel who perform work under any contract resulting from this RFP; stating their hourly rates, education level, skill set, experience level, and job title.

7. For the Statement of Financial Capacity, will the City accept internally prepared, unaudited financial statements from a small business, or is an external CPA-prepared or reviewed financial statement preferred?

Either.

8. Is there an incumbent contractor currently providing these accounting advisory services? If so, can the City identify the incumbent and indicate whether this procurement represents a continuation of the existing scope or a materially expanded scope of services?

See above (response to Q. 2 under J. Miller & Associates); continuation of existing scope.

9. Does the City anticipate making a single award or multiple awards under this RFP?

Single award.

10. Approximately what level of utilization does the OƯice of the Director of Finance anticipate under this contract during the initial contract year?

See above (response to Q. 5 under J. Miller & Associates).

Eisner Advisory Group LLC - 7/23/2026

1. Is the City intending to award a single contract or multiple contracts under this solicitation?

Single

2. Approximately how many hours does the City anticipate using annually under this contract

See above (response to Q. 3 under J. Miller & Associates).

3. Section 3.2 requests estimated hours for each task by labor category. Since assignments will be issued on an on-call basis, may respondents instead provide representative staƯing assumptions rather than estimated hours for unknown future assignments?

Yes, see answers above (response to Q. 5 under J. Miller & Associates).

4. Will work be assigned through individual task orders, statements of work, or informal requests?

Generally, the Accounting Bureau will see a need, discuss the task with the consultant, determine the best course of action. The final assignments can either be informal or in writing (as a task order), if needed.

5. Does the $200,000 maximum represent the total contract ceiling for the initial one-year term only, or does it include any optional renewal periods?

$200,000 is the maximum for year 1 only; the contract has renewal options.

6. Will the selected consultant work directly with Accenture, or only through City management?

The consultant will report directly to the City; but work as a team with both the City and Accenture staƯ.

7. For the advisory and recurring support services, is the City expecting quick-hit specialist support, or dedicated staƯ augmentation/outsourced accounting support for defined periods?

See above for examples of service requests. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

8. What is the anticipated duration of these requests — e.g., a few hours, a full week, half-week, or multi-week assignment?

See above for examples of service requests. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

9. To what extent are these recurring support services currently being used or needed by the department?

See above for examples of service requests. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

10. Are there known recurring needs already anticipated, or will all requests be ad hoc?

See above for examples of service requests. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

11. "Given the as-needed nature of the work, how should respondents provide a “schedule for when services and materials will be provided”? Is the City looking for a general response-time / availability schedule rather than a project-specific schedule?"

Applicants should provide resumes for all personnel who perform work under any contract resulting from this RFP; stating their hourly rates, education level, skill set, experience level, and job title.

See above for examples of service requests. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

Berry, Dunn, McNeil & Parker, LLC – 7/23/2026

1. What are the expectations for performance of the fieldwork? Any preference as to whether the work is performed remotely, on-site, or a hybrid model?

80% on site; 20% remote.

2. What are the three biggest challenges aƯecting the City?

See above for examples of service requests (response to Q. 3 under J. Miller & Associates).

Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

3. Where did the need for the services arise?

See above for examples of service requests. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

4. Have these services been outsourced in the past? Is the prior vendor allowed to propose on the opportunity?

Yes, Yes

5. Will there be an individual with the City who will be reviewing the work performed by the selected vendor and taking responsibility for the work performed?

Yes.

6. Does the City anticipate the selected firm attending Board or committee meetings? Are these meetings remote or in-person?

No.

7. Are there any recurring audit findings, management comments, or internal control recommendations that would help proposers understand ongoing support needs?

No.

8. Could you please confirm the only cost information required is hourly rates of proposed staƯ members?

Yes.

Ernst & Young – 7/23/2026

1. The RFP states that assigned staƯ must be available to work on-site. Can the City provide additional guidance regarding anticipated on-site versus remote work expectations, including whether key meetings and workshops are expected to occur in person while other activities may be performed remotely?

2. Does the City anticipate utilizing services primarily for project-based assignments, recurring advisory support, staƯ augmentation, or a combination of these service models?

See above for examples of service requests (response to Q. 3 under J. Miller & Associates).

Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

3. Can the City provide an estimate of anticipated utilization by service area (e.g., ERP transition support, technical accounting, capital and fixed asset accounting, GASB implementation, recurring advisory services, etc.) to assist respondents in developing staƯing and pricing assumptions?

See above for examples of service requests. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

4. Can the City provide additional information regarding the anticipated capital and fixed asset accounting priorities, including any known process improvement initiatives, reporting enhancements, or asset inventory projects currently under consideration?

See above for examples of service requests. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

5. Can the City provide additional detail regarding the current phase, anticipated timing, scope, and level of eƯort associated with accounting readiness, testing, and transition activities related to the FAMIS-to-Workday implementation, including anticipated areas of support and expected coordination with the implementation partner?

See above for examples of service requests. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

6. As part of the Workday transition, does the City anticipate the selected consultant supporting the assessment or redesign of accounting-related controls and the development of future-state accounting process documentation? If so, what level of support is anticipated in these areas?

Consultants’ main role is testing, not re-design.

7. The RFP establishes a not-to-exceed compensation amount of $200,000. Is this amount intended to represent the anticipated annual contract value for the initial term, or the total value across the initial term and any optional renewal periods?

$200,000 is the maximum for year 1 only; the contract has renewal options.

8. Given the on-call nature of the engagement, may respondents provide illustrative labor categories and level-of-eƯort assumptions for typical assignments rather than detailed hour estimates for all potential services described in the scope?

See above for examples of service requests (response to Q. 5 under J. Miller & Associates).

9. Are there specific upcoming GASB pronouncements or implementation eƯorts that the City anticipates requiring support during the initial contract term?

See above for examples of service requests (including GASB implementation – City anticipates support with GASB 103 and 104 implementation in the initial term).

10. Beyond the examples identified in the RFP, are there additional accounting, financial reporting, audit support, or strategic initiatives currently anticipated that may require support during the initial contract term?

See above for examples of service requests. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

11. Are there known projects or immediate priorities that the selected consultant is expected to begin shortly after the anticipated September 3, 2026 commencement date? If so, please provide a high-level description of those priorities.

Initially, a continuation of the service requests noted above. Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

12. For the required 24-to-48-hour response time to technical GASB questions, is the City requesting an initial acknowledgment, a preliminary assessment, or a completed written technical conclusion within that period?

Initial acknowledgment; preliminary assessment if possible.

13. May respondents submit the technical proposal as a PowerPoint-style presentation exported to PDF, provided it follows the required section order and addresses all Section

4.1 requirements, or does the City prefer a narrative Word-style proposal?

Defer decision to vendor.

Premier Group – 7/23/2026

1. Approximately how many hours do you anticipate annually?

See above for examples of service requests (response to Q. 3 under J. Miller & Associates).

2. What percentage of work is expected onsite versus remote?

3. How frequently are technical accounting requests expected?

See above for examples of service requests (including GASB implementation).

Assignments and hours are subject to change depending on needs of the City’s Accounting Bureau.

4. Will multiple task orders be issued simultaneously?

See above for examples of service requests. Various tasks can overlap over during the course of the year.

5. Is there an incumbent contractor currently performing this work?

Yes.

6. Will the City reimburse travel expenses separately?

The proposed billing rate should include all costs associated with the performance of the services specified, including materials, supervision, labor, insurance, transportation, delivery, travel, fuel or other charges, and related costs.