1 Kimberly Zunino
Deputy Director, Administration
Proposed Agreement with Hildebrand Consulting
to Perform a Water and Sewer Rate Study and
Develop a Rate Schedule for 2025 through 2029
Contract Review Subcommittee
October 18, 2023
Overview
• Request for Proposal
• Selection Process
• Consultant Selection
• Statement of Work
• Schedule
• 8/17/2023 – RFP Posted
• 9/14/2023 – Responses Due
• 5 Respondents
Request for Proposal (RFP)
• Selection Committee
• Sean McNeil, Deputy Director
• Nick Harvey, Budget and Financial Analysis Manager
• Kimberly Harryman, Deputy Director
• Criteria
• Overall responsiveness
• Experience with similar agency’s rate structures
• References
• Cost
Selection
• Hildebrand Consulting, LLC
• Responsive to RFP
• Experience with Santa Rosa Water
• Rates
• Rate Setting
• Financial Modeling
Recommended Consultant
• Customer usage data analysis - all classifications
• Asset valuation
• Expenditure and revenue trends
• CIP funding needs
• Develop a pass through rate for Sonoma Water increases • Completed rate study
• Develop 2025-2029 rate schedule
• Update Water Shortage Rates
• Contract Amount – Not to exceed $144,000
Statement of Work and Cost
Rate Study
Schedule
Santa Rosa Water
2025-2030 Rate Setting Calendar
August 2023 Release Request for Proposals for Water Rate Study
Oct 2023 to Sept 2024 Investing in Our Water Future Outreach & Eductaion Campaign
November 2023 Recommend Consultant to BPU for Water Rate Study
Nov 2023 - Aug 2024 Conveve Water Rate Taskforce
Aug 2024 Finalize Recommendation for Water Rate Taskforce Aug 2024 -Oct 2024 Present Water Rate Taskforce Recommendation to BPU Budget Review Subcommittee
Oct 2024 - March 2025 Water Rate Outreach
Thurs., Nov 21, 2024 BPU Study Session 1
Thurs., Dec 5, 2024 BPU Study Session 2 or Recommendation on Proposed Water Rates to City Council
Thurs., Dec 19, 2024 BPU Recommendation, if additional date needed, to City Council on Proposed Water Rates
Tues., Jan 7, 2025 City Council Study Session on Proposed Water Rates
Tues., March 4, 2025 Public Hearing on Proposed Water Rates Tues., March 11, 2025 or
next Council Meeting
following the Public
Hearing
Second reading of the Ordinance
June 1, 2025 Publish Ordinance in the Press Democrat 30 days prior to the rates taking affect
July 1, 2025 New Water Rates Effective
Recommendation
It is recommended by Santa Rosa Water that the Contract Review Subcommittee recommend the Board of Public
Utilities award a Professional Services Agreement to
Hildebrand Consulting, LLC to perform a Water and Sewer Rate Study and Develop a Rate Schedule for 2025 through 2029.
Questions