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EIDE BAILLY (#2025533)
City of Pleasanton
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EIDE BAILLY (#2025533)
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Last modified
7/3/2025 4:38:38 PM
Creation date
7/3/2025 4:17:28 PM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
EIDE BAILLY, LP
Contract Record Series
704-05
Munis Contract #
2025533
Contract Expiration
10/31/2025
NOTES
CONSULTANT PROVIDING FINANCIAL ASSESSMENT SERVICES
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CITY OF PLEASANTON, CALIFORNIA <br /> <br />4 | eidebailly.com <br /> <br />AN EXPERIENCED SERVICE TEAM <br />Bradford Rockabrand is the partner in charge of the firm’s Government Advisory Services practice, and Scott <br />Catlett, Director, will lead the engagement team and also will serve as an instructor as discussed below. <br /> <br />You will work with a team that has extensive knowledge and experience in local government finance. Several <br />members of the engagement team are regular conference and webinar program speakers throughout the <br />United States, and all proposed team members have experience presenting these topics to a variety of <br />audiences. The accounting elements of the proposed training program will be facilitated by Director Gerry Boaz, <br />Senior Manager Nancy Garcia, and Manager Sam Singery. The budget elements of the proposed training <br />program will be facilitated by Director Scott Catlett and Manager Amber Haston. <br /> <br /> <br /> <br />Scott Catlett, Director <br />Foundations, Policy, and <br />Other Topics <br />Amber Haston, Manager <br />Communication, Long-Term <br />Planning, and Other Topics <br />Bradford Rockabrand <br />Engagement Partner <br />Nancy Garcia, Sr. Manager <br />Executing Monthly and Year- <br />End Tasks Efficiently <br />Gerry Boaz, Director <br />Governmental Accounting Concepts <br />and GASB Pronouncements <br />Sam Singery, Manager <br />Audit Prep and Management <br />and ACFR Preparation <br />Accounting Training Budget Training <br />Docusign Envelope ID: 86A8F574-E445-49E8-9A26-E40567541A6B
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