Municipal Advisory Services for Utilities
Baker Tilly has national experience in developing long-term financial projections, determining revenue requirements and developing rate structures for utilities.
Municipal Advisory Services for Utilities
Utilities are constantly seeking new, better and more cost-effective solutions to meet the demand for services. Through a comprehensive approach, our team develops a customized financial plan for your utility and then effectively communicates the plan to help you meet your goals.
At a glance
Owners of water, sewage, electric and stormwater utilities, not-for-profit water, regional water and sewer districts and special districts face ongoing challenges to sustain their resources. Constantly increasing quality standards, new federal mandates and regulatory compliance are just the beginning. Baker Tilly advisors can strategically help you anticipate and plan for tomorrow’s needs, today.
Solutions for utilities
- Official statements and bond sale preparations
- Presentations to bond rating agencies
- Evaluation of bond insurance proposals
- Competitive bond sales and electronic bidding services
- Refinancing debt
- Negotiated bond sales and private placements
- Coordination of bond closings
- Assistance to the trustee bank
- Parity reports
- Escrow verifications
- In-progress construction reports
- SRF financing
- Rural development financing
- WIFIA financing
Capital planning
- Debt management solutions
- Long range capital planning and implementation
- Project planning and financial development
- Developing and evaluating funding alternatives
- Financial presentations to elected officials and stakeholders
Strategic planning
- Fiscal assessments
- Comprehensive financial plans
- Long range strategic planning
Utility rate design
- Across the board rate analysis
- Cost of service rate analysis
- Regulatory commission support
- Expert testimony
- Wholesale cost of service
Financial management
- Audit preparation and financial reporting
- Debt management planning for infrastructure projects
- Financial management reports and budget assistance
- Litigation support services/expert testimony
- Negotiating inter-governmental agreements for utilities
- Privatization and municipalization analysis relating to utility ownership
- Studies of impact and fairness in utility wholesale charges
- Sustainability planning
- Arbitrage rebate calculations
- Annual continuing disclosure filings
- Debt management
- Post-issuance compliance
Featured solutions
Economic Development for Local Governments
Successful economic development efforts require agile planning and a comprehensive approach to implement solutions that make your community a more attractive place to live, work and play.
Public Sector Financial Management Advisory
Baker Tilly’s public sector, which includes public sector financial management, specialists provide comprehensive financial management solutions to governments, utilities and schools.
Financial Statement Audit
Baker Tilly marries technology with the extensive experience to provide clients with an innovative financial statement audit service.
Public Sector Human Capital Advisory
Public sector leaders face unprecedented challenges finding, developing, motivating and keeping a talented, highly engaged workforce. Our team is committed to supplying public officials with creative, practical, and cost-effective solutions to all their human capital advisory services.
Internal Audit
Leverage industry-specialized internal audit services for organizational success.
Public Sector Performance Optimization
Delivering strategic solutions for public sector leaders
Single Audits & Federal Awards Compliance Audits
Entities that depend on government grants need comprehensive single audits for continued support
Public Sector Performance Optimization
Delivering strategic solutions for public sector leaders
Public Sector Investment Services
Providing fixed-income portfolio management and institutional investment advisory services exclusively to the public sector.
Inflation Reduction Act Tax Credit Solutions
The Inflation Reduction Act (IRA) includes the largest clean energy incentive effort in U.S. history. Find out how your organization can leverage IRA energy tax credits to save as much as 50% or more on qualifying project costs.
Utility University 2024
Virtual series exploring hot topics affecting governmental utilities starts in October
