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It is this deep bench of experience that brings value to your project. As a group, we work together and <br />learn from each other's experiences. This sharing of knowledge and expertise will be brought to your <br />project as well. You can be assured that our team will develop a comprehensive and balanced solution <br />to this study. <br />Our Team <br />We are pleased to present the City with a complete and well-rounded project team, including experts <br />in the field of water, sewer and recycled rate design, cost of service and the requirements of <br />Proposition 218. Our carefully selected team has a depth of experience in each service requested by <br />the City. We have structured our project team with members who are particularly strong in: <br />• Multi -Year Financial Management Plans. Our financial planning platform was designed <br />for systems of similar size operated by local government agencies, including capital and <br />operations & maintenance expense budgeting, grant funding, and financial best practices <br />relative to reserve policies, capital funding (debt levels), and rate adjustments. <br />• Cost -based Rates. We develop rates that clearly allocate costs to customers based on <br />real design criteria and usage characteristics. Our approach will yield fair and equitable <br />rates for each class of customer. <br />• Robust and Defensible Rate Design. We lead the industry in rate structure concepts that <br />address specific local policy objectives (such as conservation, affordability, and fixed cost <br />recoverytrevenue stability) while conforming to accepted industry practice and legal <br />precedent. This is something that we've been doing since well before the infamous San <br />Juan Capistrano decision (Prop 218 court case). <br />Rate Structures that Promote Conservation while maintaining financial stability, and are <br />founded in the strength of multiple years of your entire billing database, not just a <br />"representative sample" as often used in less diligent approaches. <br />• The clarity of our communications are second to none. In addition, we are prepared to <br />team with CV Strategies, which is a well -established strategic communications firm that is <br />known for their compelling public outreach campaigns on water and wastewater issues. <br />They possess the skills on how to captivate target audiences in creative and engaging <br />ways with otherwise complex information. <br />Our Financial Services practice has over 30 professional consultants qualified to provide the requested <br />services to the City in the rare situation that a substitute team member be required. Moreover, we have <br />team members who will dedicate a significant portion of their time to quality assurance and quality <br />control reviews in order to provide internal auditing of the work products we prepare for the City. <br />The organization chart and corresponding table outline the key members of our team and their role in <br />providing the requested services. Resumes are presented in the appendix. <br />City of Santa Ana. California I Water and Sewer Enterprise Cost of Service Study stanlec 4 <br />