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Utility Rate Study and Financial Planning Consultant

Active

State & Local

Response Deadline12/02/2026, 08:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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The Utility Rate Study and Financial Planning Consultant is a subcontract opportunity managed by the Finance agency in California for the City of Milpitas. The selected consultant will provide specialized financial analysis for prime contractors focusing on water and wastewater projects. Key responsibilities include conducting Cost of Service Analysis, developing five-year financial plans for operations, maintenance, and debt service, and performing Capital Funding and Reserve Analysis to support Capital Improvement Program funding. The project requires the use of complex Excel financial modeling and specific rate-setting methodologies to produce a comprehensive five-year financial plan, a detailed Cost of Service Analysis report, and various rate design alternatives. Interested parties must submit their responses by December 2, 2026, under NAICS code 541611.

General Info

Financial consultant for Milpitas water utility rate study and five-year financial planning.

Agency

California → Finance

NAICS

541611 - Administrative Management and General Management Consulting Services

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 26-282.

The full solicitation package (5 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Water and Wastewater (Sewer) Rate Study and Annual Proposition 218 True-Up Analysis Service

AI Contract Breakdown

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Timeline

PostedOct 21

subcontract

Response DeadlineDec 2

Submission deadline

Response Deadline

12/02/2026, 08:00:00 PM UTCin about 1 month

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Organization & Contact Information

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AgencyCalifornia → Finance

ContactsNo contacts available

OfficeN/A

Organization / AgencyCalifornia → Finance

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs financial analysis for prime contractors on City of Milpitas water and wastewater projects. Conducts Cost of Service Analysis, develops five-year financial plans for O&M and debt service, and performs Capital Funding and Reserve Analysis for CIP funding. Utilizes complex Excel financial modeling and rate-setting methodologies. Delivers a five-year financial plan, Cost of Service Analysis report, and rate design alternatives.

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