Utility Financial Solutions

UFS is public power’s premier provider of cost of service studies, unbundling studies, competitive rate designs, financial projects, and special financial analysis. UFS presents an independent assessment of a community-owned utility’s financial condition, applying rate setting trends and strategies from across the nation and helping the utility integrate distributed energy resources and restructuring rates for electric vehicles, solar valuation, and fixed and variable cost recovery.

Return to Cost of Service, Rate Design, Financial Planning

Navigate complex financial challenges with an established partner that understands the utility world. Utility Financial Solutions, LLC (UFS) helps electric, water, wastewater, telecommunications, gas, and solid waste utilities with independent financial planning, cost of service studies, and rate design services.

UFS provides an independent assessment of a community-owned utility’s financial condition. They apply rate setting techniques and strategies from across the nation and help the utilities integrate distributed energy resources and restructure rates for electric vehicles, solar valuation, and fixed and variable cost recovery.

UFS knows their clients have goals, and they help them get there. Their experts know how to listen and understand their client’s goals before the work even begins, ensuring they can provide them with the most effective solutions to suit their needs.

UFS’s experts will help ensure that their client’s rates recover costs by equitably allocating revenue requirements among various customer classes and defining an optimal rate structure.

Read “Live Local: Supporting Our Municipal Electric Utilities Starts With Understanding” by Jillian Jurczyk

For many, electricity is a service required for every facet of daily living. While communities depend on electricity heavily, they often don’t notice the extent to which they rely on it until their access is restricted. Providing reliable electricity to communities requires a significant amount of maintenance and cooperation.

– Jillian Jurczyk

Financial Planning

UFS plans for the future with short and long-term insights into their client’s finances with specialized financial planning and development of key financial targets.

Read “Infrastructure Opportunities and Transformative Financial Planning” by Dawn Lund

2021 brought many unprecedented circumstances upon our lives. The COVID-19 pandemic damaged the economy, but several federal laws are currently in place to combat this hardship. Two of these laws support grant funding for the expansion of broadband to underserved areas. Now is the best time to take advantage of this federal funding and to plan to make the most of it.

– Dawn Lund

Rate Design

UFS’s experts will design rates for each class of service to help meet the utility’s revenue needs and any other rate design goals and objectives they have.

Read “Direction for a New Age in Energy” by Mark Beauchamp

The last decade has been one of great change in the electric industry. With a shift away from coal and natural gas, it feels we were left with more questions than answers about what the new age of energy will hold. Electric vehicles have begun to enter the scene at an increasing rate and the cost for highly demanded renewable resources is shifting regularly. Time has given us perspective on electric utility, and we now have a clearer picture of where we’re heading and how it will affect the rates we rely upon.

– Mark Beauchamp

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Leaders in Utility Finance

Utility Financial Solutions, LLC is a team of driven professionals with expertise in all areas of utility finance and consulting. Their team members are recognized instructors and speakers at seminars, classes and conferences for the nation’s top utility agencies and professional associations, including the APPA, AWWA, and AGA. Their specialized team of accountants, engineers, and economists have years of industry-specific expertise to help ensure clients reach their goals. Meet the Team.