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Therefore, these permit (user/regulatory) fees are not subject to Prop 26's definition of a tax. The <br />only limitation to the fee amount is that it not exceed the estimated cost of providing the service for <br />which the fee is charged. <br />Although NBS will coordinate data collection and review with each City department as appropriate, <br />we will directly be reporting to the City Manager's office, which will ultimately oversee the review of, <br />and direction provided on all alternatives and recommendations. The final work product forthis study <br />will be a confidential white paper directly addressed to the City Attorney, but also provided to, and <br />coordinated with the City Manager's office. <br />Our task plan and methodology for completing this scope of work is presented in the following <br />section. <br />Task Plan <br />1. KICK-OFF MEETING AND DATA COLLECTION <br />NBS will hold a kick-off meeting with City staff to review and discuss the overall study objectives, <br />questions, and concerns that need to be addressed, to confirm a mutual understanding of how the <br />study will be conducted. A data request will be issued to City staff prior to the initial kickoff meeting that <br />will list the data needed for consultants to begin the study. <br />Types of data required from the City — The basic types of data and documents required from the <br />City will include the following: <br />• Annual operations budgets and projected capital improvement plan costs for each utility, and <br />staffing schedules <br />• Current fees, charges, and rate schedules for each utility <br />• Prior utility rate studies <br />• Prior studies supporting establishment of current user/regulatory fees <br />• Documentation supporting inter -fund charges and overhead cost allocations <br />• Total annual and monthly water sales, for the last three years <br />• Summary of annual water revenue from fixed charges and volumetric rates <br />• For refuse collection, the number of accounts by customer class (residential, commercial, etc.) <br />and level of service (i.e., size of container and number of pickups per week) <br />• For storm drainage, number of parcels subject to these fees and type of parcel <br />2. ASSESSMENT OF ENTERPRISE FUND RATES, FEES & CHARGES <br />NBS will work with City staff to perform an evaluation of the existing rate and fee structures, direct and <br />indirect charges, cross charges from other City agencies, and Proposition 26 and 218 validation <br />processes to evaluate the strengths, weaknesses, and opportunities for improvement to strengthen the <br />City's legal and financial standing'. <br />NBS will meet with each department separately to discuss their initial perspectives on the concerns and <br />issues that will be addressed in this study. Once an initial evaluation is complete, NBS will review the <br />City's current practices against decades of professional experience performing cost allocation, cost of <br />' Since we are not attorneys, NBS does not provide legal advice or legal opinions; we assume the City <br />Attorney's office will provide all legal review— NBS will coordinate such review with the City Attorney. <br />(,"'3) City of Santa Ana <br />sy�jj RFP No. 17-081 Comprehensive Proposition 218 Fees and Charges Compliance Assessment 9 <br />