HomeMy WebLinkAboutCC Resolution 11637 (HF&H Review Rates 2005)RESOLUTION NO. 11637
A RESOLUTION AUTHORIZING AN AGREEMENT WITH HILTON,
FARNKOPF & HOBSON, LLC TO PERFORM A REVIEW OF MARIN
SANITARY SERVICE'S 2005 RATE APPLICATION
THE CITY COUNCIL OF THE CITY OF SAN RAFAEL RESOLVES as follows:
The CITY MANAGER and CITY CLERK are authorized to execute, on behalf of
the City of San Rafael, an agreement with Hilton, Farnkopf & Hobson, LLC for Refuse
Rate Review of Marin Sanitary Service's Rate Application for the 2005 calendar year, a
copy of which is hereby attached and by this reference made a part hereof.
I, JEANNE M. LEONCINI, Clerk of the City of San Rafael, hereby certify that the
foregoing resolution was duly and regularly introduced and adopted at a regular meeting
of the City Council of said City held on Monday the 20th day of September, 2004, by the
following vote, to wit:
AYES: COUNCILMEMBERS: Cohen, Heller, Miller, Phillips & Mayor Boro
NOES: COUNCILMEMBERS: None
ABSENT: COUNCILMEMBERS: None
JEANNE M. LEONCINI, City Clerk
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AGREEMENT
FOR: Review of Marin Sanitary Service's
2005 Rate Application
This Agreement is made and entered into this 20th day of September 2004, by and
between the CITY OF SAN RAFAEL (hereinafter "CITY"), and Hilton Farnkopf and Hobson, LLC
hereinafter "CONTRACTOR").
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A. CITY. The City Manager shall be the representative of the CITY for all
purposes under this Agreement. The Assistant City Manager, Ken Nordhoff, is hereby
designated the PROJECT MANAGER for the CITY, and said PROJECT MANAGER shall
supervise all aspects of the progress and execution of this Agreement.
B. CONTRACTOR. CONTRACTOR shall assign a single PROJECT
DIRECTOR to have overall responsibility for the progress and execution of this Agreement for
CONTRACTOR. Robert D. Hiltoa--is hereby designated as the PROJECT DIRECTOR for
CONTRACTOR. Should circumstances or conditions subsequent to the execution of this
Agreement require a substitute PROJECT DIRECTOR for any reason, the CONTRACTOR shall
notify the CITY within ten (10) business days of the substitution.
CONTRACTOR shall perform the duties and/or provide services as described in
Exhibit "g" attached and incorporated herein.
3. DUTIES OF CITY,
CITY shall cooperate with CONTRACTOR in his performance under this
agreement and shall compensate CONTRACTOR as provided herein.
For the full performance of the services described herein by CONTRACTOR, CITY
shall pay CONTRACTOR an amount NOT to exceed $55,235, including the cost of local
business license taxes as described in Section 20.
Payment will be made monthly upon receipt by PROJECT MANAGER of itemized
invoices submitted by CONTRACTOR.
5. TFRM OF AGREEMENT
The term of this Agreement shall commence upon the date of execution of this
agreement and shall end on June 30, 2005.
A. Discretionary. Either party may terminate this Agreement without cause
upon thirty (30) days written notice mailed or personally delivered to the other party.
B. Cause. Either party may terminate this Agreement for cause upon ten (10)
days written notice mailed or personally delivered to the other party, and the notified party's
failure to cure or correct the cause of the termination notice, to the reasonable satisfaction of the
party giving such notice, within thirty (30) days of the receipt of said notice.
C. Effect of Termination. Upon receipt of notice of termination, neither party
shall incur additional obligations under any provision of this Agreement without the prior written
consent of the other.
D. Return of Documents. Upon termination, any and all CITY documents or
materials provided to CONTRACTOR and any and all of CONTRACTOR's documents
described in paragraph 7 below, shall be delivered to CITY as soon as possible, but not later
than thirty (30) days after termination.
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The written documents and materials prepared by the CONTRACTOR in
connection with the performance of its duties under this Agreement, shall be the sole property of
CITY. CITY may use said property for any purpose, including projects not contemplated by this
Agreement.
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Upon reasonable notice, CONTRACTOR shall make available to CITY, or its
agent, for inspection and audit, all documents directly related to CONTRACTOR'S performance
of its duties under this Agreement. CONTRACTOR shall fully cooperate with CITY or its agent in
any such audit or inspection.
9. ASSIGNABILITY
The parties agree that they shall not assign or transfer any interest in this
Agreement nor the performance of any of their respective obligations hereunder, without the
prior written consent of the other party, and any attempt to so assign this Agreement or any
rights, duties or obligations arising hereunder shall be void and of no effect.
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A. During the term of this Agreement, CONTRACTOR shall maintain, at no
expense to CITY, the following insurance policies:
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I . A comprehensive general liability insurance policy in the minimum
amount of one million ($1,000,000) dollars per occurrence for death, bodily injury, personal
injury, or property damage;
2. An automobile liability (owned, non -owned, and hired vehicles)
insurance policy in the minimum amount of one million ($1,000,000) dollars per occurrence;
3. If any licensed professional performs any of the services required to
be performed under this Agreement, a professional liability insurance policy in the minimum
amount of one million ($1,000,000) dollars to cover any claims arising out of the
CONTRACTOR's performance of services under this Agreement.
B. The insurance coverage required of the CONTRACTOR by section 11. A.,
shall also meet the following requirements:
1. The insurance shall be primary with respect to any insurance or
coverage maintained by CITY and shall not call upon CITY's insurance or coverage for any
contribution;
2. Except for professional liability insurance, the insurance policies shall
be endorsed for contractual liability and personal injury;
3. Except for professional liability insurance, the insurance policies shall
be specifically endorsed to include the CITY, and other entities in the Franchisors' Group, their
officers, agents, employees and volunteers as additionally named insureds under the policies;
4. CONTRACTOR shall provide to PROJECT MANAGER, (a)
Certificates of Insurance evidencing the insurance coverage required herein, and (b) specific
endorsements naming CITY, and other entities in the Franchisors' Group, their officers, agents,
employees and volunteers as additional insureds under the policies;
5. The insurance policies shall provide that the insurance carrier shall
not cancel, terminate or otherwise modify the terms and conditions of said insurance policies
except upon thirty (30) days written notice to CITY's PROJECT MANAGER;
6. If the insurance is written on a Claims Made Form, then, following
termination of this Agreement, said insurance coverage shall survive for a period of not less than
five years;
7. The insurance policies shall provide for a retroactive date of
placement coinciding with the effective date of this Agreement;
8. PROJECT MANAGER and the City Attorney shall approve the
insurance as to form and sufficiency.
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C. If it employs any person, CONTRACTOR shall maintain worker's
compensation and employer's liability insurance, as required by the State Labor Code and other
applicable laws and regulations, and as necessary to protect both CONTRACTOR and CITY
against all liability for injuries to CONTRACTOR's officers and employees.
D. Any deductibles or self-insured retentions in CONTRACTOR's insurance
policies must be declared to and approved by the PROJECT MANAGER and the City Attorney.
At CITY's option, the deductibles or self-insured retentions with respect to CITY shall be reduced
or eliminated to CITY's satisfaction, or CONTRACTOR shall procure a bond guaranteeing
payment of losses and related investigations, claims administration, attorney's fees and defense
expenses.
CONTRACTOR shall indemnify, release, defend and hold harmless CITY, and
other entities in the Franchisors' Group, their officers, agents, employees and volunteers, against
any claim, demand, suit, judgment, loss, liability or expense of any kind, including attorney's
fees, arising out of or resulting in any way, in whole or in part, from any acts or omissions,
intentional or negligent, of CONTRACTOR or CONTRACTOR's officers, agents and employees
in the performance of their duties and obligations under this Agreement.
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CONTRACTOR shall not discriminate, in any way, against any person on the basis
of age, sex, race, color, religion, ancestry, national origin or disability in connection with or
related to the performance of its duties and obligations under this Agreement.
CONTRACTOR shall observe and comply with all applicable federal, state and
local laws, ordinances, codes and regulations, in the performance of its duties and obligations
under this Agreement. CONTRACTOR shall perform all services under this Agreement in
accordance with these laws, ordinances, codes and regulations. CONTRACTOR shall release,
defend, indemnify and hold harmless CITY, and other entities in the Franchisors' Group, their
officers, agents and employees from any and all damages, liabilities, penalties, fines and all
other consequences from any noncompliance or violation of any laws, ordinances, codes or
regulations.
14. h10 THIRIPARTY BENEFICIARIES
CITY and CONTRACTOR do not intend, by any provision of this Agreement, to
create in any third party, any benefit or right owed by one party, under the terms and conditions
of this Agreement, to the other party.
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15. NOTICES
All notices and other communications required or permitted to be given under this
Agreement, including any notice of change of address, shall be in writing and given by personal
delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the
parties intended to be notified. Notice shall be deemed given as of the date of personal delivery,
or if mailed, upon the date of deposit with the United States Postal Service. Notice shall be
given as follows:
TO CITY: Mr. Kenneth A. Nordhoff, Assistant City Manager
City of San Rafael
1400 Fifth Avenue
P.O. Box 151560
San Rafael CA 94915-1560
TO CONTRACTOR: Mr. Robert D. Hilton, President
Hilton Farnkopf and Hobson, LLC
2175 North California Boulevard, Suite 990
Walnut Creek, CA 94596
16. INDEPENDENT CONTRACTOR
For the purposes, and for the duration, of this Agreement, CONTRACTOR, its
officers, agents and employees shall act in the capacity of an Independent Contractor, and not
as employees of the CITY. CONTRACTOR and CITY expressly intend and agree that the status
of CONTRACTOR, its officers, agents and employees be that of an Independent Contractor and
not that of an employee of CITY.
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A. The terms and conditions of this Agreement, all exhibits attached, and all
documents expressly incorporated by reference, represent the entire Agreement of the parties
with respect to the subject matter of this Agreement.
B. This written Agreement shall supersede any and all prior agreements, oral
or written, regarding the subject matter between the CONTRACTOR and the CITY.
C. No other agreement, promise or statement, written or oral, relating to the
subject matter of this Agreement, shall be valid or binding, except by way of a written
amendment to this Agreement.
D. The terms and conditions of this Agreement shall not be altered or modified
except by a written amendment to this Agreement signed by the CONTRACTOR and the CITY.
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E. If any conflicts arise between the terms and conditions of this Agreement,
and the terms and conditions of the attached exhibits or the documents expressly incorporated
by reference, the terms and conditions of this Agreement shall control.
The waiver by either party of any breach or violation of any term, covenant or
condition of this Agreement, or of any ordinance law or regulation, shall not be deemed to be a
waiver of any other term, covenant, condition, ordinance, law or regulation, or of any subsequent
breach or violation of the same or other term, covenant, condition, ordinance, law or regulation.
The subsequent acceptance by either party of any fee, performance, or other consideration
which may become due or owing under this Agreement, shall not be deemed to be a waiver of
any preceding breach or violation by the other party of any term, condition, covenant of this
Agreement or any applicable law, ordinance or regulation.
The prevailing party in any action brought to enforce the terms and conditions of
this Agreement, or arising out of the performance of this Agreement, may recover its reasonable
costs (including claims administration) and attorney's fees expended in connection with such
action.
CONTRACTOR shall obtain and maintain during the duration of this Agreement, a
CITY business license as required by the San Rafael Municipal Code. CONTRACTOR shall pay
any and all state and federal taxes and any other applicable taxes. CONTRACTOR's taxpayer
identification number is 94-3097242. and CONTRACTOR certifies under penalty of perjury that
said taxpayer identification number is correct.
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The laws of the State of California shall govern this Agreement.
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IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month
and year first above written.
CITY OF SAN RAFAEL
City Manager
ATTEST:
City Jerk
APPROVED AS T7 FORM:
Ci ttorney
CONTRACTOR
By: .GOB i��//b;L.��- .
Name:,G;�j
Title:
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HILTON FARNKOPF & HOBSON, LLC
Advisory Services to
=_ Municipal Management
2175 N. California Boulevard, Suite 990
Walnut Creek, California 94596
Telephone: 925/977-6950
Fax: 925/977-6955
www.hfli-consultants. coni
September 13, 2004
Ms. Jean Bonander
City Manager
City of Larkspur
400 Magnolia Ave.
Larkspur, CA 94939
Mr. Jeff Rawles
Manager Special Projects
County of Marin
3501 Civic Center Drive, Room 404
San Rafael, CA 94903-4155
Mr. Barry K. Hogue
District Manager
Ross Valley Sanitary District
2000 Larkspur Landing Circle
Larkspur, CA 94939
Exhibit A
Northern California
Southern California
Central California
Robert D. Hilton, CMC
John W. Farnkopf, PE
Laith B. Ezzet, CMC
Mr. Kenneth A. Nordhoff
Director of Administrative Services
City of San Rafael
1400 Fifth Avenue
San Rafael, CA 94915-1560
Mr. Gary Broad
Town Manager
Town of Ross
31 Sir Francis Drake Blvd.
Ross, CA 94957
Mr. Allen H. Petrie
District Manager
Las Gallinas Sanitary District
300 Smith Ranch Road
San Rafael, CA 94903
Subject: Proposal to Perform a Review of Marin Sanitary Service's Application for 2005 Rates
Dear Ms. Bonander and Messrs. Nordhoff, Rawles, Broad, Hogue and Petrie:
Hilton Farnkopf & Hobson, LLC (HF&H) is pleased to present this proposal to perform a
review of Marin Sanitary Service's (MSS) application for rates to be effective January 1, 2005.
Background
In 1995, the Cities of San Rafael and Larkspur, the Town of Ross, the Ross Valley and Las
Gallinas Sanitary Districts, and the County of Marin (the Franchisors) adopted a new
methodology that would be used to set MSS's rates for refuse collection and disposal as well as
recyclable and yard waste collection and processing. The methodology is based on a detailed
review (performed every three years) with summary reviews (based largely on the detailed
review, the use of indices, and the review of a few key matters such as revenues and disposal
costs) during the intervening years.
In 2002, MSS was awarded the franchise to provide services to the City of San Anselmo. Also in
2002, MSS was awarded the franchise to provide services to the north area of the Ross Valley
Sanitary District. In 2004, MSS acquired the Fairfax franchise. These expansions of service, and
the need to allocate MSS's costs among the Franchisors and these new jurisdictions, make even
MSS Index Review 091304.doc
WLTON FARNKOPF & HOBSON, LLC
Marin Sanitary Service's Franchisors' Group
September 13, 2004
Page 2 of 7
more important the proper allocation of MSS's costs among the jurisdictions it services to
ensure that the Franchisors are not paying a share of the costs to service San Anselmo, Fairfax,
and the north area of the Ross Valley Sanitary District.
In 2003, the last detailed review was performed for rates to be effective in 2004. For a review of
rates to be effective 2005, we have been asked to:
Perform the review using the index method and consider the effect of MSS's additional
service area(s) on the costs to be charged the Franchisors; and,
Perform a survey of similar rates from cities in the Bay Area receiving comparable services.
Scope of Work and Schedule
We will perform the following tasks related to the review of MSS's Application.
Task 1: Determination of Index Values and Preliminary Meeting with MSS
1.1 For each index used for adjusting expenses, we will obtain and document the most
recent value and calculate the index's value 12 months ago. We will provide these results to
MSS for their review and comment.
1.2 We will meet once with MSS management to discuss the values and calculations and
any differences between its calculations and ours, as well as to discuss any unusual matters
(e.g., pilot two -sort versus three -sort recycling services and new service areas) that may affect
MSS's financial results of operations and, therefore, its application.
Task 2: Pre -Fieldwork
2.1 We will meet once with MSS management to receive the application and discuss the
review schedule.
2.2 Thereafter, we will review the application to ensure that it is complete and in
compliance with the methodology.
Task 3: Review of Revenues
HF&H will review MSS management's projection of collection and non -collection revenues for
the 12 -month periods ending December 31, 2004, and 2005. We will compare the results to
MSS's audited financial statements for rate year 2003 and year-to-date revenues for 2004 and
request explanations for variances.
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HILTON FARNKOPF & HOBSON, LLC
Marin Sanitary Service's Franchisors' Group
September 13, 2004
Page 3 of 7
Task 4: Review of Exvenses
4.1 HF&H will review the appropriateness of MSS management's classification of expenses
into the various expense categories.
4.2 We will review MSS management's calculation of rate year 2005 indexed expense, and
compare it to the calculated expenses for 2004, established in our prior report, and the
calculated changes to the indices determined in Task 1.
4.3 We will review MSS management's projection of other expenses including:
•
Depreciation/ Lease Expense, Interest Expense, Fuel and Insurance Expense projections will
be reviewed by evaluating the reasonableness of MSS management's estimates for these
expenses based on historical trends and MSS management's plans.
• Disposal and Recyclables/Yard Waste Processing Expense will be reviewed by evaluating
the reasonableness of MSS management's estimates for these expenses based on historical
trends, management's plans, and adjustments to disposal and processing rates.
4.4 Because of the expansion of MSS's services into San Anselmo, Fairfax, and the north area
of the Ross Valley Sanitary District, we will analyze their effect on MSS's general and
administrative, supervisory and other non -direct costs.
Task 5: Review of Proiected Profit
HF&H will review MSS management's calculation of projected profit for compliance with the
procedures and mathematical accuracy.
Task 6: Review of Revenue and Exvense Allocations
HF&H will review the appropriateness of MSS management's allocation of revenues and
expenses among the Franchisors and the new service areas, in accordance with the procedures
developed last year. We will discuss with MSS management approaches for the
implementation of these new procedures and attempt to develop a single recommended
approach to the Franchisors.
Task 7: Review of Adjustments
7.1 We will meet once with MSS management to review our adjustments to their calculated
and projected revenues and expenses and their allocation among the Franchisors based on the
recommended implementation method developed in Task 7, obtain management's comments,
review any additional material, and amend our adjustments.
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HILTON FARNKOPF & HOBSON, LLC
Marin Sanitary Service's Franchisors' Group
September 13, 2004
Page 4 of 7
7.2 Thereafter, we will meet once with the Franchisors Group to present our adjustments to
MSS's calculated revenues and expenses and its allocation among the Franchisors based on the
recommended implementation method developed in Task 7.
Task 8: Communicate FindinLys
8.1 HF&H will distribute a copy of our initial draft report documenting our findings and
recommendations for review by MSS management. Thereafter, we will meet once with MSS
management to present and obtain its comments regarding our initial draft report.
8.2 We will make any appropriate adjustments to our initial draft report and present a
preliminary draft to the Franchisors.
8.3 Based on comments from the Franchisors, we will amend the preliminary draft report
and issue the final report.
Task 9: Survev of Comparable Rates
We will survey solid waste rates in the San Francisco Bay Area. We will identify communities
with comparable services and contact them to solicit their participation and determine whether
certain data is available. That data includes but is not limited to matters such as governmental
fees, whether a transfer station is used, landfill disposal rates, whether employees are
organized, and customer subscription data. As part of the survey we will attempt to compare
not only the absolute rates but also the rates structures so that we may identify differences in
pricing (vs. cost).
Task 10: Engagement ManaLrement
We will prepare and amend detailed work plans, monitor engagement progress, and provide
sufficient resources to ensure timely completion of the engagement, review analytical results
and interim findings, review the draft and final reports, and respond to questions regarding the
progress of the engagement and other issues.
Limitations
Every approach to an engagement is limited in its scope. The major limitations regarding our
proposed scope of work are:
• The scope of work described above is different from an audit of financial statements
performed in accordance with Generally Accepted Auditing Standards, which is performed
by MSS's auditor.
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HILTON FARNKOPF & HOBSON, LLC
Marin Sanitary Service's Franchisors' Group
September 13, 2004
Page 5 of 7
• We will perform the tasks presented above in a manner that will allow us to achieve the
objectives of the review in a cost effective manner. We will rely on MSS's auditor with
regard to matters related to MSS's internal controls. Our testing of MSS's application (using
judgmental samples of transactions and analytical procedures) will only be for the purpose
of providing evidence that allows us to reach conclusions and recommendations regarding
MSS's application.
• We will conduct our review in accordance with the Rate Index Methodology adopted by the
Franchisors Group. This methodology includes the review of MSS management's projection
of the future results of operations. We will review these projections for reasonableness and
propose adjustments as appropriate. We accept no responsibility to update these adjusted
projected results after the date of our report. Additionally, the projections result from
assumptions regarding future events and management's planned response to them.
Frequently, future events do not occur as anticipated and the difference can be material.
We have not anticipated meeting with representatives of San Anselmo, Fairfax, or the Ross
Valley Sanitary District to discuss the impact of MSS serving these new service areas. We
would be pleased to do so on a time -and -materials basis.
Further, we have neither included in the scope of our work modifications to any of the
individual Franchisor's rates nor rate structures. Such modifications may be desirable to help
adjust to the implementation of the new cost allocation methodology. If any of the Franchisors
would like us to perform these modifications to their rate structures, we would be pleased to do
so based on arrangements made with the requesting Franchisor.
Finally, we have not included in the scope of our work presentations to the Franchisors'
governing bodies. However, we would be pleased to do so based on arrangements made with
the requesting Franchisor.
Firm and Proposed Engagement Team Qualifications
Since it founding nearly 15 years ago, Hilton Farnkopf & Hobson, LLC has been providing
independent solid waste rate review services to municipalities throughout California and the
West Coast. Of particular relevance to this engagement, HF&H has been the Franchisors'
consultant in this area for more than seven years. During that period, we have helped the
Franchisors to substantially reduce the cost of the review through changes in methodology,
while ensuring that both the customers' rates and MSS's level of profit are reasonable.
I will be responsible for directing the project and will perform all sub -tasks related to the project
management task described above, as well as attend all meetings with the Franchisors and key
meetings with MSS management. I have been the Engagement Director and substantially
involved in each of these annual reviews since 1995, and I am well known to both the
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— HILTON FARNKOPF & HOBSON, LLC
Marin Sanitary Service's Franchisors' Group
September 13, 2004
Page 6 of 7
Franchisors and MSS management. During the past 20 years, I have assisted more than 100
municipalities with nearly 400 solid waste consulting engagements, most of which have
involved the cost of solid waste services.
I will be assisted by less senior, experienced staff at lower billing rates, who will perform certain
tasks under my direction. The most significant of these staff members are Rick Simonson and
Darrell Bice both of whom are known to the franchisor's group and MSS.
Rick Simonson will serve as Engagement Manager under my close supervision. Mr.
Simonson will supervise and review the work performed by the staff assigned to the project
to ensure that it is performed in accordance with the proposed scope of work; our detailed
work plans and meets the City's objectives.
• Darrell Bice will serve as Engagement Analyst. Under Mr. Simonson s direct supervision,
Mr. Bice will perform certain data gathering, organization, and analyses tasks.
Fees
Based on our last Rate Index Methodology, my current understanding of the additional matters
to be considered during this review, and the level of effort necessary to address them, I estimate
our professional fees and out-of-pocket expenses for the scope of work described above to be
$55,235, as shown on Attachment A.
As in the past, we will bill you in accordance with our standard rates and practices as described
in Attachment B up to the $55,235. It is possible that the level of effort to perform the review
and address the additional matters may exceed our estimate and, if so, we will contact you
before proceeding to obtain your approval or direction. Also, it is possible that our level of
effort will be less and, if so, we will of course bill you the lesser amount.
Proposed Schedule
We have prepared the following proposed preliminary schedule.
• HF&H Provides Indices and Meets with MSS
September 17
• MSS Submits Application
September 24
• HF&H Commences Field Work
October 1
• HF&H Completes Field Work
October 29
• HF&H Reviews Results with MSS
November 5
• HF&H Reviews Results with Franchisors
November 12
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— HILTON FARNKOPF & HOBSON, LLC
Marin Sanitary Service's Franchisors' Group
September 13, 2004
Page 7 of 7
• HF&H Provides MSS Draft Report
• MSS Provides Comments on Draft Report
• HF&H Presents Recommendations to Franchisors for Comment
• HF&H Delivers Final Report
• Boards/Councils Receive Report and Adopt Revised Rates
• Rates Effective
November 17
November 19
November 26
December 3
December
January 1, 2005
The performance of our review in accordance with the schedule described above is dependent
on:
• The ability of MSS management to prepare its application and respond to questions in a
timely manner; and
• The ability of the Franchisors to provide necessary direction and comments to draft work
products in a timely manner.
We anticipate that neither MSS management nor the Franchisors will have difficulty performing
in the manner we have assumed.
Thank you for this opportunity to again be of service to you. If you have any questions, please
call me at 925/977-6952.
Very truly yours,
HILTON FARNKOPF & HOBSON, LLC
Robert D. Hilton, CMC
President
Attachment A: Estimated Hours, Professional Fees and Out -of -Pocket Expense
Copies to: Mr. Joe Garbarino, Jr.; Mr. Joe Garbarino, Sr. (Marin Sanitary Service)
Ms. Patty Garbarino (Marin Sanitary Service)
Mr. Rick Simonson; Mr. Darrell Bice (HF&H)
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0 HILTON FARNKOPF & HOBSON, LLC
Marin Sanitary Service's Franchisors' Group
September 13, 2004
Page 7 of 7
• HF&H Provides MSS Draft Report
November 17
• MSS Provides Comments on Draft Report
November 19
• HF&H Presents Recommendations to Franchisors for Comment
November 26
• HF&H Delivers Final Report
December 3
• Boards/ Councils Receive Report and Adopt Revised Rates
December
• Rates Effective
January 1, 2005
The performance of our review in accordance with the schedule described above is dependent
on:
• The ability of MSS management to prepare its application and respond to questions in a
timely manner; and
• The ability of the Franchisors to provide necessary direction and comments to draft work
products in a timely manner.
We anticipate that neither MSS management nor the Franchisors will have difficulty performing
in the manner we have assumed.
Thank you for this opportunity to again be of service to you. If you have any questions, please
call me at 925/977-6952.
Very truly yours,
HILTON FARNKOPF & HOBSON, LLC
Robert D. Hilton, CMC
President
Attachment A: Estimated Hours, Professional Fees and Out -of -Pocket Expense
Copies to: Mr. Joe Garbarino, Jr.; Mr. Joe Garbarino, Sr. (Marin Sanitary Service)
Ms. Patty Garbarino (Marin Sanitary Service)
Mr. Rick Simonson; Mr. Darrell Bice (HF&H)
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