Leaders in Utility Finance

Navigate complex financial challenges with an established partner that understands your world. UFS helps electric, water, wastewater, telecommunications, gas and solid waste utilities with independent financial planning, cost of service studies and rate design services.

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Services Overview

Cost of Service Studies

Our experts will help ensure that your rates recover costs by equitably allocating revenue requirements among various customer classes and defining an optimal rate structure.

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Financial Planning

Plan for the future with short and long-term insights into your finances with specialized financial planning and development of key financial targets.

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Rate Design

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

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Insights

We have our ears to the ground, keeping tabs on industry changes and trends. See our latest insights.

Your Dynamic
Finance Partner

As your dynamic finance partner, we know you have goals, and we’ll help you get there. Our experts know how to listen and understand your organization’s goals before our work even begins, ensuring we can provide you with the most effective solutions to suit your needs. Whether you provide electric, water, wastewater, telecommunications, gas or solid waste services, we’re ready to partner with you.

Where We Work

Alberta

Electric

Alaska

Electric

Michigan

Electric Water Gas
Wastewater Sewer Solid Waste
Telecom

Arkansas

Electric Water
Wastewater

California

Electric Water
Sewer Wastewater

Colorado

Electric
Training

Connecticut

Electric Gas Water
Wastewater Training

Washington D.C.

Electric

Delaware

Electric Water
Solid Waste Wastewater

Florida

Electric

Georgia

Electric

Guam

Electric
Solid Waste

Iowa

All Utilities

Illinois

Electric Gas
Wastewater Water

Indiana

Electric Water

Kansas

Electric

Kentucky

Electric Water

Massachusetts

Electric Gas
Wastewater Water

Maryland

Electric

Minnesota

All Utilities

Missouri

Electric Gas Wastewater
Water Telecom

Mississippi

Electric Water
Wastewater

North Carolina

Electric Water
Wastewater

Nebraska

Electric Solid Waste
Telecom Training

New Jersey

Electric

New Mexico

Electric

New York

Electric

Ohio

Electric Telecom
Wastewater Water

Oklahoma

Electric Water
Wastewater

Oregon

Electric Water
Wastewater

South Carolina

Electric Gas
Wastewater Water

South Dakota

Electric Gas
Water

Tennessee

Electric Gas Wastewater
Water Telecom

Texas

Electric

Utah

Electric
Gas

Virginia

Solid Waste Gas
Telecom Water
Wastewater Electric

Vermont

Electric

Washington

Electric
Gas

Wisconsin

Electric

West Virginia

Electric Water

Wyoming

Electric

Barbados

Electric

Bermuda

Electric

Cayman Islands

Water

Arizona

Water Electric
Wastewater Solid Waste

Louisiana

Electric

Alabama

Electric

New York

Electric

Pennsylvania

Electric

Where We Can Connect

Our team spends significant time in the field, leading seminars and hosting workshops; connecting with our utility partners and industry professionals. Keep checking back in to see where we will be next!

APPA Fall Education Institute

Sept. 30 – Oct. 2, 2024
Seattle, Washington

Cost of Service & Rate Design

Basic Cost of Service & Key Financial Concepts – Sept. 30 (Dawn Lund)
Strategic Rate Design: Trends and Distributed Generation Impacts – Oct. 1 (Mark Beauchamp)
Cost of Service Workshop: Implementation and Applications, Oct. 2 – 3 (Dan Kasbohm)

MMEA Annual Conference

Oct. 1 – 4, 2024
Blue Water Convention Center
Port Huron, MI

Dawn and Chris Lund attending