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service, and rate and fee analysis to provide an assessment of strengths and opportunities for the City's <br />review. <br />The following tasks are planned for this evaluation: <br />2.1. EVALUATION OF ENTERPRISE FUND RATES <br />NBS will review the utility rates for the City's four enterprise funds: Water, Sanitary Sewer, Refuse <br />Collection, and Federal Clean Water Protection. This review will determine whether current practices <br />are generally consistent with industry standards and legal requirements, such as Proposition 218, <br />and where appropriate, will discuss ranges of acceptable practices. We will provide <br />recommendations on changes, if needed, to the City's utility rate structures, and costs shared <br />between funds. <br />This scope of services is not proposing to calculate new utility rates for the City; but rather, to provide <br />experienced professional opinions aiding the City's approach in the future to developing its utility <br />rates. The result of this effort will be an analysis of known or found improvements, which will allow <br />City staff to plan for and incorporate changes in future utility rate setting processes. NBS will review <br />the following information as part of this process: <br />® Existing rate structures — specifically rate design <br />Budgeted revenues and expenditures <br />2014 Water and Sewer Rate Studies, and other similar studies available for the other <br />enterprise funds and in particular the impacts that more recent Prop 218 court decisions may <br />have related to the cost -basis for rates <br />• How refuse services are provided, and potentially the cost -basis for current refuse rates, <br />which may include reviewing Refuse Collection Service Agreements <br />f Proposition 218 validation processes <br />Our approach to the utility rate evaluation for the four enterprise funds, is described in the following two <br />subtasks. <br />2.1.A, B and C: Water, Sanitary Sewer and Refuse Collection Rate Evaluation <br />NBS will perform the following subtasks (i.e., A, B and C) for the Water, Sanitary Sewer and Refuse <br />Collection rate evaluation: <br />Conduct an Orientation Meeting with City Staff - NBS will participate in a meeting with City staff <br />from each department, as appropriate, to discuss staff's pre -identified issues to be addressed <br />through the course of these services and NBS' initial observations. We will also establish initial <br />subsequent steps to continue the review and/or coordinate additional input needed from City staff <br />will be identified. <br />Document Existing Conditions — NBS will review the City's current utility rate schedules, rate <br />studies, budgets, and any other supporting analyses and/or documentation supporting the City's <br />utility rates. Acquire a broad understanding of each enterprise fund's operations, current rate <br />structures, known issues/deficiencies in current rates, known areas for improvement, and <br />availability of customer usage data. NBS will summarize key findings and coordinate review of this <br />summary with City staff to ensure mutual understanding of current practices. <br />"h„ - City of Santa Ana <br />''� RFP No. 17-081 Comprehensive Proposition 218 Fees and Charges Compliance Assessment 10 <br />