This Solicitation opportunity from California was posted on August 14, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Utilities Financial Services

Closed

RFP26-3910UTILState & Local

Submission Closed09/16/2025, 12:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 541219

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RFQ - ARBITRAGE REBATE CALCULATION AND ANALYSIS SERVICES

Solicitation # 13362

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Department of Labor (Formerly DLLR)

POSTED

5 days ago

DEADLINE

in 10 days

AI Contract Overview

The City of Carlsbad, through the Carlsbad Municipal Water District, is seeking sealed proposals from qualified firms to provide comprehensive financial services for its potable water, recycled water, and wastewater utilities. The scope of work includes updating and developing financial models that are user-friendly for staff to run various scenarios, reviewing and simplifying the Utilities Reserve Policy, and creating updated connection fees based on current financial and engineering data for all three utility types. Additionally, the project involves conducting updated cost of service studies to assist in accurate rate development, ensuring the utilities' financial sustainability and compliance with regulatory standards. The solicitation, titled "Utilities Financial Services," was posted on August 14, 2025, with a response deadline of September 16, 2025. The contract is estimated to be valued between $50,000 and $250,000, and it is open to eligible vendors under NAICS code 541219. The primary point of contact for this project is Graham Jordan, who can be reached via email or phone. Interested parties can find further details and submit proposals through the designated vendor portal.

General Info

Agency

California → City of Carlsbad

NAICS

541219 - Other Accounting Services

Place of Performance

CA, USA

Set-Aside

NONE

Documents

RFP26-3910UTIL - Utilities Financial Services

rfp

High

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedAug 14

Solicitation

Response DeadlineSep 16

Deadline has passed

Submission Closed

09/16/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyCalifornia → City of Carlsbad

Contacts1 person available

OfficeN/A

Organization / AgencyCalifornia → City of Carlsbad

Office AddressN/A

Contacts

Graham Jordan

contact@example.gov

+1 (555) 000-0000

Full Description

The Carlsbad Municipal Water District (CMWD) and the City of Carlsbad (City) request sealed proposals to provide professional financial services for three utilities enterprises: potable water, recycled water, and wastewater. Specifically, the project would include the following tasks:1. Financial models: Modify existing Excel financial models or develop new ones so that they are easy for staff to update and use to run scenarios. Update the models.2. Reserve policy: Review the Utilities Reserve Policy and draft suggestions to simplify.3. Connection fees: Develop updated connection fees for potable water, recycled water, and wastewater incorporating the latest financial and engineering data. 4. Cost of service studies: Update the cost of service studies for potable water, recycled water, and wastewater including rate development.