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HomeMy WebLinkAboutCoSB 2027 Budget - Budget Book AmendmentCrowe LLP Independent Member Crowe Global 3815 River Crossing Parkway, Suite 400, Indianapolis, IN 46240-0977 Tel +1 317 569 8989 Fax +1 317 706 2660www.crowe.com April 22, 2026 Kyle Willis City of South Bend 215 S. Dr. Martin Luther King Jr. Blvd. South Bend, Indiana 46601-1830 Dear Mr. Willis: This engagement adjustment (“Amendment No. 3”) amends the engagement letter dated August 1, 2024 (“Engagement Letter”), between City of South Bend (“Client” or “you” or “your”) and Crowe LLP (“Crowe” or “us” or “we” or “our”). This Amendment No. 3 is effective as of the date of the Engagement Letter. All capitalized terms in this Amendment No. 3 shall have the same meaning as in the Engagement Letter. The parties agree that the: 1. Scope of Services in the Engagement Letter is amended herein to include services related to the (i) preparation, submission and review of the 2027 budget including all tasks associated therewith, and (ii) preparation of the 2027 Budget Book including but not limited to participation in working group meetings; project management; analysis of City financials at the various fund and department levels; preparation of financial tables, analysis and review of GFOA budget book award guidelines; review or preparation of narrative included in the 2027 Budget Book; training and assistance; and other tasks as needed to assist the City with the production of the 2027 Budget Book. 2.The Fees in the Engagement Letter is amended here and replaced with the following: Partner/Director $440 - $520 Senior Manager $340 - $400 Manager $260 - $300 Consultant/Senior Consultant $185 - $220 Out-of-pocket expenses At Cost Except as expressly amended herein, all other terms and conditions of the Engagement Letter shall remain in full force and effect and unmodified and shall govern this Amendment No. 3. In the event of conflict between the terms of the Engagement Letter and the terms of Amendment No. 3, the Amendment 3 shall control. We are pleased to have this opportunity to serve you, and we look forward to a continuing relationship. If this letter is not to your understanding, please contact us so that we can revise this letter accordingly. If you have any questions or comments regarding the terms of this Amendment No. 3, please do not hesitate to contact Crowe. City of South Bend 2 April 22, 2026 ACCEPTANCE: I have reviewed the arrangements outlined above and I accept on behalf of the Client the terms and conditions as stated. By signing below, I represent and warrant that I am authorized to accept the terms and conditions as stated. IN WITNESS WHEREOF, Client and Crowe have duly executed this Amendment No. 3 effective the date first written above. City of South Bend Crowe LLP ICLM_ExtSignature:1 Signature ICLM_IntSignature:1 Signature Ext1Text47176|Client Signatory Name|ICM-NO-ATTRIBUTE|1|0|0 Printed Name Angela Steeno Printed Name Ext1Text12890|Client Signatory Title|ICM-NO-ATTRIBUTE|1|0|0 Title Principal Title ExtDate1 Date ntDate1 Date Sarah Gaul Senior Purchasing Agent City of South Bend 4/27/2026