Exhibit_A_-_Rate_Study_Milestone_(1).pdf
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- Attached to
- Utility Rate Study Services – Water & Sewer, Solid Waste & Recycling, and Stormwater Utilities
- Solicitation number
- 57-26
- Issued by
- Pinellas County, Florida
About this file
This document is an Exhibit A outlining rate study milestones for RFP #57-26 issued by the City of Clearwater, Florida for utility rate study services covering water and sewer, solid waste and recycling, and stormwater utilities. The consultant will be responsible for developing rate structures for these three major utility systems and providing comprehensive consulting services including report preparation, financial analysis, and recommendations for long-term fiscal planning. The scope of work is divided into two study types: an Interim Study and a Major Study, each with defined deliverables and milestones that guide the consultant through data collection, analysis, and presentation phases.
The Interim Study consists of six milestones focused on efficient delivery, requiring the consultant to collect baseline information from City staff, prepare draft schedules and results for interactive review meetings, and deliver a final letter report. The Major Study is significantly more comprehensive, encompassing seventeen milestones that include multiple interactive meetings with City staff and management, optional secondary review sessions, individual meetings with five City Council members, attendance at City Council work sessions and meetings, and delivery of a final rate study report. Both study tracks emphasize collaborative stakeholder engagement through scheduled interactive meetings where the consultant presents findings, incorporates feedback, and refines analyses prior to final report submission to the City of Clearwater.
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EXHIBIT A – RATE STUDY MILESTONES
RFP #57-26
Utility Rate Study Services
(Water & Sewer, Solid Waste & Recycling, Stormwater)
INTERIM STUDY
1. City staff provides baseline information, budget data, and assumptions per Consultant’s request.
2. Consultant provides electronic copies of draft schedules and results one to two weeks prior to interactive meeting with City staff.
3. Interactive meeting with City staff.
4. Consultant updates draft schedules and results for options selected at interactive meetings.
5. Consultant provides electronic copy of draft final letter report, including schedules and results, for staff review.
6. After incorporating any changes, Consultant issues final letter report electronically to City staff.
MAJOR STUDY
1. City staff provides baseline information, budget data, and assumptions per Consultant’s request.
2. Consultant provides electronic copies of draft schedules and results one to two weeks prior to interactive meeting with City staff.
3. Interactive meeting with City staff.
4. Consultant updates draft schedules and results for options selected at interactive meeting.
5. Optional - Consultant provides electronic copies of updated draft schedules and results at least one week prior to optional second interactive meeting with City staff.
6. Optional – Second interactive meeting with City staff.
7. Consultant provides electronic copies of updated draft schedules and results at least one week prior to interactive meeting with City staff, City Manager, and/or Assistant City Manager(s) at City offices.
8. Interactive meeting at City offices with City staff, City Manager, and/or Assistant City Manager(s).
9. Consultant incorporates changes and prepares draft final report, including schedules, results, and optional scenarios (if any).
10. Consultant provides electronic copy of draft final report, including schedules, results, and optional scenarios for staff review.
11. After incorporating any further changes, Consultant provides draft of final report, including schedules, results, and optional scenarios, for meetings with individual Council members at City offices.
12. Consultant attends interactive meetings with individual Council members (five members - usually over a two-day period) at City offices.
13. Consultant incorporates any changes recommended by Council members.
14. Consultant provides final draft report, including schedules, results, and optional scenarios (if any).
15. Consultant attends City Council work session (usually Monday afternoons) to present to Council and be available for questions.
16. Consultant attends City Council meeting (usually Thursday evenings) to present to Council and be available for questions.
17. Consultant provides final rate study report electronically.
| EXHIBIT A – RATE STUDY MILESTONES |
| RFP #57-26 |
| INTERIM STUDY |
| MAJOR STUDY |
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