Question Cutoff Date: 9/18/2024 Request for Information (RFI) should be directed to:
purchasing@turlock.ca.us The City invites you to submit a proposal for a comprehensive Water Rate Study. The scope of
work includes, but is not limited to, the following:
A proposed minimum Scope of Services is listed below:
Kick-off Meeting.
o Meet with City staff to identify information needed for review and to layout
schedule.
o Provide follow-up written minutes.
Data Collection.
o Provide a comprehensive list of data requirements for City staff to provide that
will support the study.
Revenue Requirement Analysis.
o Perform a revenue requirement analysis utilizing a generally accepted approach
for a 10-year projected time period. Revenue requirements include Operations and
Maintenance, basic repair and replacement needs, capital improvement projects,
and reserve funds. Revenue requirements should also include an analysis of future
water consumption scenarios based on weather patterns and state regulations, to
assess the impacts of water consumption changes, regulatory changes, or other
unforeseen events on water rates.
Progress Meetings.
o Conduct bi-weekly project meetings to review progress with City staff and
coordinate continuing project activities. Take and distribute minutes for meetings.
Cost of Service Analysis.
o Perform a cost of service analysis to equitably allocate the previously developed
revenue requirement to the various customer classes as determined by each
revenue collecting methodology. This task should include benchmark
comparisons to agencies with similar populations and utility structures.
Rate Design Analysis.
o Design a rate model including:
All necessary revenues.
Debt service options & costs.
Up to four (4) recommended rate structure options with an evaluation of
advantages and disadvantages of each.
Capital project financing scenarios (including schedules)
o Prepare comparison of current and proposed rates to water rates of peer agencies.
o Work with City Staff including City Attorney and or other specialized legal
representation as it applies to utility rate setting.
Reports and Presentations
o Prepare reports and present findings and rate recommendations to City staff.
o Incorporate any City comments and finalize report.
o Prepare rate structure, reports, and findings to present at a public workshop.
o Assist City staff with developing the annual rate review which incorporates
conditional, automatic adjustments into the rate review options, based on a
number of accepted variables (triggers).
o Prepare and present rate study to City Council at a Public Hearing in collaboration
with staff.
Proposition 218 Assistance.
o Assist City staff with the Proposition 218 process.
This includes but is not limited to preparing notices, resolutions, and any
other documentation necessary.
Update City's Turlock Municipal Code (TMC)
Public Outreach (Cost proposal should reflect this task separately)
o Public meeting (s)
With community or/and key stakeholders
o Educational material
o Temporary Website
At the discretion of the City, deliverables shall be provided to the City in the form of hard copies
as well as electronic copies for all specifications, reports, and all documents, including but not
limited to: plans, analysis, specifications, studies, and any necessary technical data and shall
become property of the City.
Notwithstanding the inclusion of services in this RFP, the final scope of services negotiated
between the City and the successful Proposer shall be set forth in the Professional Services
Agreement ("Agreement") executed by and between the City and the successful Proposer. A
copy of the Agreement is attached.
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