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RAFTELIS 1 Scope of Work Note: We assumed that staff meetings are virtual. Task 1: Project Management, Kick-Off Meeting, Data Collection and QA/QC This task includes time for client correspondence, billing, general project scheduling, and time to prepare meeting minutes. We propose gathering the required data and starting the financial model before the kick-off meeting. Therefore, we will make the most of the kick-off meeting by coming prepared with questions. At the kick-off meeting, we will: • Introduce our project team • Discuss project drivers • Establish project goals and objectives • Finalize the work plan and schedule • Discuss pricing objectives, including equity, affordability, and revenue stability • Discuss changes to rate structures if desired • Discuss the data request and any additional data requirements Before the meeting, we will prepare an agenda and provide staff with presentation materials. Task 1 also includes time for quality assurance/quality control (QA/QC) after each task. A Senior Consultant or equal staff member with at least five years of experience will review the model. Combined with the Project Manager's review, this review will minimize errors and provide alternative perspectives/approaches to the model. MEETINGS: • One virtual kick-off meeting and two virtual meetings with staff to research and collect data DELIVERABLES: • Data request list, kick-off meeting agenda, presentation materials, and meeting minutes Task 2: Water and Sewer Connection Fees Raftelis will calculate water and sewer system development charges (SDCs) (which also go by various names such as connection fees, impact fees, and capacity fees). Raftelis will calculate the SDCs using three different methodologies. The various approaches used to calculate SDCs have largely evolved on the basis of changing public policy, legal requirements, and the unique and special circumstances of each agency. However, three approaches are widely accepted and appropriate for water and wastewater SDCs. The first is the buy-in approach, which rests on the premise that new customers are entitled to service at the same price as existing customers. However, existing customers have already developed the facilities to serve new customers, including the costs associated with financing those services. Under this approach, new customers pay only the amount equal to the net investment already made by existing users. The second approach is the incremental cost approach, where new customers pay for additional capacity requirements, irrespective of the value of past investments made by existing customers. The last approach is a hybrid of the two methodologies mentioned above, acknowledging the relative share of existing capacity available to future users versus the share of additional capacity to be constructed in order to serve new connections. Page 28 of 554