II. FMT Assistance a) The CA or designated staff will make assignments to the Contractor’s Project Manager (CPM) for FMT assistance of existing or proposed water or sewer retail public utilities. The CPM must acknowledge receipt of the assignment to the CA within three (3) calendar days of notification by the CA, by e-mail to the CA. The Contractor shall update the FMT Contract spreadsheet with relevant information about the assignment, including date contacted, date of assignment, etc., as directed by the PUCT. b) The Contractor must complete all assigned FMT assistance objectives and tasks for existing or proposed water or sewer retail public utilities in accordance with the Statement of Work, required forms, current and applicable guidance materials, policies, statutes, rules, and regulations. c) Tasks associated with meeting the requirements of the Statement of Work include: i) Scheduling and meeting with existing or proposed water or sewer retail public utilities or appropriate representatives. A virtual meeting may be appropriate in some circumstances. The CA will determine the method of delivery of the assistance visit, whether in person or virtual. Contractor must be prepared to offer both in-person and virtual meetings. ii) Notifying PUCT designated program areas regarding scheduled meetings and purpose by email. iii) Researching and assembling background materials. iv) Providing database research and Field Assistance – onsite or virtual assistance provided by the Contractor to an existing or proposed retail public utility. v) Compiling FMT data, including, but not limited to file and document research, database research, mapping information research, county records research, and electronic records research. vi) Generating a final Assistance Activity Report (AAR) after each assignment summarizing the assistance provided to the existing or proposed retail public utility. vii) Submitting the AAR electronically to the CA upon completion of each assistance assignment with the Monthly Activity Report (MAR) invoice, in accordance with the PUCT’s filing requirements. viii) Maintaining files and providing recommendations for further assistance, if needed. ix) Upon the PUCT approval of the monthly invoice and all documentation, the Contractor must file all AAR, MAR, and backup documentation in the appropriate AIS project number. x) Contractor shall also update assignment details in a shared electronic file/spreadsheet with the PUCT. Link and file access to be provided by CPM. d) Note: The PUCT may periodically update the electronic file/spreadsheet, exhibits, or guidance materials as changes to policy, guidelines, rules, or requirements occur. The Contractor must use the most current exhibit, guidelines, rules, and electronic file/spreadsheet as directed by the PUCT.
