Agmt23 Matrix Consulting Group, Inc.

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REV: 01-17-23 RL 1.Determine and Review Initial Documentation 2.Project Initiation — Establish the City's goals and objectives for the Study and identify trends and plans which impact cost recovery analysis and policy. Work and meet with City staff to refine the project scope, purpose, uses and goals of the City’s User Fee Study to ensure that the study will be both accurate and appropriate to the City’s needs. Review project schedule and answer any questions pertaining to the successful development of the study. 3.Develop a Schedule of Current and Potential Fees for Service 4.Conduct Time and Activity Data Gathering Workshops/Interviews/Surveys of Staff 5.Perform a Total Cost Analysis: Identify the total cost of providing each City service at the appropriate activity level and in a manner that is consistent with all applicable laws, statutes, rules, and regulations governing the collection of fees, rates, and charges by public entities including, but not limited to, Proposition 218. 6.Analysis of Recoverable Revenue a.Compare service costs with existing recovery levels. This should include any service areas where the City is currently charging for services as well as areas where perhaps the City should charge, considering the City’s practices, or the practices of similar or neighboring cities. 7. Conduct a Market Rate Survey to Similar Jurisdictions 8.Review/Revise the Fee Study Results with Departments and City Management a.Provide training to enable staff to update fees on an annual basis. 9.Prepare a Final User Fee Report a.Provide a computer-based model in Microsoft Excel for adjusting these fees and charges for the City’s current and future needs and provide the City with an electronic copy of the final comprehensive study, including related schedules and cost documentation in a format that can be edited and updated by City staff to accommodate changes in the organization or changes in costs. The requirements of the model should allow for: i.Additions, revisions, or removal of direct and overhead costs so that the full cost allocation plan can be easily adapted to a range of activities, both simple and complex. ii.The ability of the City to continuously update the model and full cost allocation plan from year to year as the organization changes. iii.The addition of hypothetical service area information for future service enhancements, and the ability to calculate the estimated costs of providing the service under consideration (i.e. ad-hoc analysis). 10.Assist in Preparing and Presenting the Final Report to the City Council a.Be available at any City Council and relevant City Council Committee meetings to answer questions 11.Consult with City staff should it become necessary to defend the City’s User Fees as a result of any legal or other challenge. ATTY/AGR.2023.009/Matrix Consulting Group (Page 12 of 13)