Amendment to PSA - HJ Umbaugh & Assoc. - Water Utility Cost Service Study

Home Browse Search

SOUTH BEND, INDIANA DEPARTMENT OF PUBLIC WORKS GENERAL SERVICE AGREEMENT -- AUGUST 19 2014 EXHIBIT A-3 (Cont'd.) Services Provided — Municipal Water Utility Article IA. Meetings and Local Rate Hearine A. Meet, as needed, with the Client to discuss findings and recommendations. B. Provide financial information (including a new schedule of rates and charges, if required) to the Client's attorney for preparation of resolutions and ordinances as may be required. C. If a change in rates or fees is required, attend a local public hearing to present accounting and financial information relating to rates and charges for service. Article IV. Assistance with the Indiana Utifty Regiflatory Commission "IURC" Approval A. If necessary, attend a prehearing conference to establish among other items the accounting test year and the accounting method to be utilized in the preparation of the financial and accounting statements and exhibits to be offered as evidence in the Utility's cause. B. Prepare the written accounting and financial testimony and exhibits constituting the Utility's Case -in -Chief. C. Include in the written accounting and financial testimony and exhibits substantiation of the proposed rate increase through calculations which consider rates of return on utility equity and utility rate base as provided in Public Law 67 and used by the IURC to determine the reasonableness of the proposed rate increase. Article V. Additional Services Renuired for the IURC Approval A. If necessary, meet with the Office of the Utility Consumer Counselor's ("OUCC") staff and IURC's staff to discuss the written accounting and financial testimony and exhibits and to make available copies of our work papers in support of the Utility's Case -in -Chief. B. Assist in the preparation of all accounting related responses to Discovery Requests from the OUCC and/or IURC and/or third party intervenors. C. Review the written testimony and exhibits prepared by the staff of the OUCC, staff of the IURC and any third party intervenors, and prepare timely written rebuttal testimony for prefiling in accordance with the prehearing conference order. D. Attend the evidentiary hearing when the Utility's Case -in -Chief is presented and be prepared to be cross-examined upon the accounting and financial evidence of record. E. Assist in the preparation and review of any settlement agreements and/or final orders from the IURC.