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CITY OF PLEASANTON, CALIFORNIA 3 | eidebailly.com ADDRESSING YOUR SPECIFIC NEEDS Based on our discussions with the City, we understand your needs to include foundational training for the City’s Finance Department staff in the areas of local government accounting and budgeting. Staff who have either moved up recently or joined the City from private industry require a deeper understanding of core concepts in governmental accounting and budgeting, as well as efficiently and effectively executing routine tasks in these areas within a framework grounded in industry best practices. We have assembled a team for this engagement composed of subject matter experts in government accounting and budgeting that we believe provides an unmatched combination of technical knowledge, education, and hands-on experience working in California local government that other firms are unable to equal. We have developed a customized training program for the City’s consideration that provides a total of 12 hours of CPE-eligible training on governmental accounting and 12 hours of CPE-eligible training on governmental budgeting. As proposed, the training will be delivered over a four day period with six hours of training per day, which can be spread across one or more weeks at the City’s direction. As proposed, we will utilize training materials that we have on hand and have successfully utilized to provide training to clients and at conferences in the past. The proposed training will be delivered via Zoom and will be staffed by an Eide Bailly Learning & Development specialist who will facilitate the sessions and the required polling questions to ensure CPE eligibility for all participants. At the City’s option, we can customize these materials to cover additional topics of interest to the City. We have included an estimate of 12 hours to complete that optional task in our fee proposal. Should the City wish to proceed with customization, we can have a further scoping conversation following the City’s review of the proposed training materials and determine a more specific and accurate cost for any desired customization. Course CPE Hours Anticipated Eide Bailly Trainer Accounting Training – Day 1 Governmental Accounting Key Concepts 2.0 Gerry Boaz Applying Governmental Accounting Concepts to Transactions 2.0 Gerry Boaz Critical GASB Pronouncements 2.0 Gerry Boaz Accounting Training – Day 2 Executing Routine Monthly Tasks Efficiently 1.0 Nancy Garcia Executing Year-End Close Tasks Efficiently 2.0 Nancy Garcia Effective Governmental Audit Preparation and Management 1.0 Sam Singery Effective ACFR Preparation and Note Disclosure 2.0 Sam Singery Budget Training – Day 1 Foundations of Budget Management 1.0 Scott Catlett Revenue Concepts and Budgeting 2.0 Amber Haston Expenditure Concepts and Budgeting 2.0 Scott Catlett Personnel Budgeting and Position Control 1.0 Amber Haston Budget Training – Day 2 Communicating Budget Information Effectively 1.0 Amber Haston Best Practices in Budget Administration 1.0 Scott Catlett Interim and Year-End Budget Reporting 1.0 Scott Catlett Long-Term Financial Planning 1.0 Amber Haston Effective Budget Forecasting 1.0 Amber Haston Integrating Policy Into Budget Administration 1.0 Scott Catlett Docusign Envelope ID: 86A8F574-E445-49E8-9A26-E40567541A6B