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TASK 6.2 1 STAKEHOLDER INTERACTION <br />It is expected that the City will want to <br />engage impacted ISF users in this process. <br />ClearSource anticipates site visits to: <br />Understand current issues with ISF <br />cost recovery at the user level. <br />�Z Review interim study outcomes. <br />Z Present draft proposals and receive <br />feedback prior to final reporting. <br />ClearSource has found that "Q&A" <br />sessions available to departmental <br />stakeholders at scheduled times works <br />well as an open forum for this type of <br />WORK PLAN <br />collaboration. Either or both scheduled <br />meetings or open drop -in sessions can be <br />accommodated in this process. <br />TASK6.3 1 CITY COUNCIL/SUBCOMMITTEE <br />INTERACTION <br />If desired by City leadership, ClearSource <br />will anticipate an event with the City <br />Council or relevant subcommittee to <br />present the draft report and receive <br />feedback on proposals. Consultants will <br />prepare materials for this session, present <br />the study, and respond to City Council <br />inquiries and/or enable Councilmember <br />dialogue with supplemental information. <br />OPTIONAL SUBSEQUENT ANNUAL UPDATES <br />Should the City direct ClearSource to proceed, <br />consultants will perform a truncated version of <br />the previously identified work plans for both <br />the Citywide Indirect Cost Allocation Plan and <br />the Internal Service Funds Cost Allocation <br />Methocology. <br />Though methods and models will be established <br />already, ClearSource would review foundational <br />DATA REQUIREMENTS <br />The fcllowing is an initial list of data which <br />ClearSource will gather from publicly available <br />sources or request from City staff: <br />A chart of accounts, identifying fund <br />numbers, debartments/divisions, and <br />revenue and expense accounts. <br />Z) Actual revenues and expenditures by <br />account for all funds and accounting units <br />decisions in subsequent updates — service <br />profiles and cost structures, for example — as <br />our experience shows us that change is <br />inevitable. Change may stem from <br />organizational or financial reporting <br />modifications, but may also be needed as <br />experience with prior outcomes uncovers issues <br />that must be addressed to optimize these cost <br />recovery practices. <br />within those funds for the most recently <br />finalized and audited fiscal year. <br />Ci Revenues and expenditures by account for <br />all funds and accounting units within those <br />funds for the fiscal year consultants and the <br />City determine to be the basis for both cost <br />allocation study areas. <br />CLEARSOURCE PROPOSAL TO THE CITY OF SANTA ANA SECTION 4 <br />25C-25 <br />