Explore Our Packages
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
Individual & custom scope solutions can be created if you contact us and talk about your specific needs. We are always here to help in whatever the best way we can.
Utility Rate Studies
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Budgets
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Forecasting
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Audit Prep
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Policy Reviews
Utility Rate Studies ✳︎ Budgets ✳︎ Forecasting ✳︎ Audit Prep ✳︎ Policy Reviews
Utility Rate Studies
Shown below are Utility Rate Study packages based on population and typical deliverables. Particular items may be modified upon request and understand your specific needs. Remember, your Utility Rate Studies CAN be paid by SDC fees as well as from your utility funds.
Tier 1
Small Cities & Districts
Populations: Up to 5,000 residents
Ideal For: cities and small rural districts needing a compliant rate review to maintain fiscal health.
Deliverables Include:
3-year revenue requirement analysis
Basic rate design evaluation (uniform/simple tiered rates)
Debt service coverage, operations & maintenance expense analysis
Summary findings memo & presentation to the board/council.
Cost: 2,500 per utility service
Tier 2
Mid-Size Cities & Districts
Populations: Up to 10,000 residents
Ideal For: Growing communities requiring a financial plan and standard cost of service allocation models.
Deliverables Include:
5-year revenue requirement & financial plan that includes a 5-year Capital Improvement Plan (CIP) and reserve fund targets.
Rate structure review & design fixed and/or consumption rates.
Comparison review with 5 other jurisdictions.
Debt service coverage analysis
Rate study financial report
Public engagement support for up to 2 meetings.
Cost: 4,000 per utility service
Tier 3
Larger Cities & Districts
Populations: Up to 20,000 residents
Ideal For: larger municipalities managing complex capital replacement schedules
Deliverables Include:
10-year revenue requirement & financial plan that includes a 10-year Capital Improvement Plan (CIP) and reserve fund targets.
Rate structure review & design of fixed base charges and/or volumetric consumption blocks.
Debt service coverage and operations & maintenance expense analysis
Rate study financial report
Public engagement support for up to 3 meetings.
Cost: 6,000 per utility service
Ongoing Financial Advisory Services
Shown below are examples of packages for ongoing financial services. Custom scopes can be created once we have an opportunity to better understand your specific needs. We are always happy to adjust our packages to best suit our customers.
Tier 1 - Advisory
Ideal For: Small communities who need high-level guidance without the heavy implementation support.
Deliverables Include:
Monthly video conference
Q&A support via email; 48 hour response
Scope Limits: Advisory consultation
Price Range: 1,000/month
Tier 2 - Partner
Ideal For: Organizations needing active management, team leadership, or deep operational involvement without hiring a full-time director/executive
Deliverables Include:
Weekly video conference
Q&A support via email
Quarterly financial reports for leadership & council/board
Auditor liaison for prep and documentation support
Budget preparation and publication support.
Price Range: 7,000/month
Tier 3 - Enterprise
Ideal For: Organizations undergoing major department & city transformations and transitions
Deliverables Include:
1-day per week onsite
Q&A support via phone and email
Monthly financial reviews of revenue & expenditures
Quarterly financial reports for boards
Auditor liaison for prep and documentation support
Budget preparation and publication support, including on site prep, budget training, and meeting attendance
Price Range: 12,000/month
Individual Scope & Hourly Services
Ideal For: Organizations that have a specific need or service that includes clear objectives and limited obstacles.
Deliverables are created per scope of service
Price Range: 200/hour
“Communication was top-notch and the final outcome was even better than we imagined. A great experience all around.”
Former Customer