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File #: 2021-0659    Version: 0 Name: 2021 Water and Sewer Rate Study Consultant - Approval
Type: MOTION Status: PASSED
File created: 9/2/2021 In control: Board of Trustees
On agenda: Final action: 9/7/2021
Title: /Name/Summary 2021 Water and Sewer Rate Study Consultant - Approval
Attachments: 1. RFP 21-035 Tabulation, 2. 21-035 Audit Report 8_20_2021, 3. NewGen Strategies & Solutions - Proposal, 4. Baxter & Woodman - Proposal, 5. SL-serco - Proposal, 6. Addendum B - Contract Signed
Title/Name/Summary
2021 Water and Sewer Rate Study Consultant - Approval

History
At the July 6, 2021, Committee of the Whole meeting, staff presented a draft request For proposals (RFP) that included three (3) work efforts: Evaluation of the Village’s meter replacement program, leak detection system, and a rate study. Village Board feedback was incorporated into the RFP.

On July 30, the Village issued the request for proposals. Three firms provided proposals. One firm (SL-Serco) provided a proposal for work efforts 1 and 3 (meter replacement program evaluation and rate study). Two firms (Baxter & Woodman and NewGen Strategies and Solutions, LLC) provided proposals for work effort 3 (rate study) only. No firms provided proposals for the leak detection system.

Work Effort 1: Meter Replacement Program Evaluation
Because the Village received only one (1) proposal, staff are contacting other qualified firms to determine why they did not submit a proposal. Once that has been investigated, staff will recommend a path forward for work effort 1.

Work Effort 2: Leak Detection System
Because there were no proposals for this work effort, staff recommends that this project be deferred to a later date.

Work Effort 3: Rate Study
The Village received three (3) proposals to conduct the rate study: Baxter & Woodman, Inc. ($70,000), NewGen Strategies and Solutions, LLC ($48,890, and SL-Serco, Inc. ($70,000). Village staff reviewed the proposals, and focused their time and attention on NewGen Strategies and Solutions (NewGen), which was the lowest cost proposal ($48,890) compared to $70,000.

In 2015, the Village hired Municipal & Financial Services Group (MFSG) to conduct the Village’s rates study. In 2019, MFSG merged with NewGen, and the same individuals who worked on the Village’s engagement in 2015 would again be heading up the current rate study - they are familiar with the Village’s rate model.

Several references were checked based on recent work conducted by the firm...

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