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sessions can be accommodated in this <br />process. <br />TASK S.3 I CITY COUNCIL INTERACTION <br />At City management discretion, ClearSource <br />anticipates one event with the City Council <br />to present the draft report and receive <br />I,NOT, ► d► <br />feedback and direction on cost allocation <br />proposals that would impact the City's <br />budgetary and financial practices. <br />Consultants will prepare materials for this <br />session, present the plan (or elements <br />relevant for City Council input), and <br />respond to City Council inquires. <br />INTERNAL SERVICE FUNDS COST ALLOCATION METHODOLOGY <br />ClearSource presents the following step-by-step <br />work plan to complete the Internal Service <br />Funds (ISF) Cost Allocation Methodology study <br />envisioned by the City of Santa Ana. <br />Task 11 Study Orientation <br />The purpose of this task is to generate common <br />understanding of objectives, known issues that <br />must be addressed by study end, participant <br />roles, expected procedural requirements, <br />schedule and pre -established dates, and data <br />collection and development procedures. This <br />task also includes an upfront effort to examine <br />prevailing rates/allocations, structure, and <br />administration for known issues and to discuss <br />initial and potential modifications to structures <br />and practices. <br />TASK 1.1 1 ONSITE PROJECT KICK-OFF <br />Consultants will prepare for, attend, and <br />facilitate one onsite event with City <br />personnel to initiate the project. Events <br />may be combined or separated into a series <br />of meetings with involved internal <br />participants/stakeholders. <br />TASK 1.2 1 ASSESSMENT OF PREVAILING RATES <br />Prior to project kick-off, ClearSource will <br />evaluate prevailing rate/charge structures <br />and/or allocations across the participating <br />funds. Assessment will include subjective <br />effectiveness of current structures, in such <br />terms as effective cost recovery, perceived <br />equity among different users, alignment of <br />any differentiation in rate categories with <br />the manner in which work is performed <br />currently, feasibility and accuracy of billing <br />within current technology or practices, and <br />other considerations. <br />TASK 1.3 1 INITIAL RATE STRUCTURE <br />REMODELING <br />After project kick-off, ClearSource will draft <br />an initial or targeted rate/allocation <br />structure for each fund, with categories and <br />proposed charge bases only (not values), <br />stemming from initial conversations, <br />proposed solutions based on industry <br />standards or internal influences, or initial <br />concepts suggested by ClearSource. This <br />initial rate structure will be used as the <br />basis for developing critical data inputs in <br />Task 2; however, it does not have to <br />represent the final structure of rates and <br />charges, as quantitative analysis in Tasks 2 <br />and 3 will also inform recommended cost <br />recovery structures. <br />It is important for us to state that discussion <br />of rate remodeling is intended to indicate <br />our willingness to enact substantive change, <br />CLEARSOURCE PROPOSAL TO THE CITY OF SANTA ANA <br />SECTION 4 <br />