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.
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.
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.
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.
Insights
We have our ears to the ground, keeping tabs on industry changes and trends. See our latest insights.
Rate Design Trends in an Evolving Industry
Florida Municipal Electric Association (FMEA) recently published this article by our rates manager, Jillian Jurczyk, in its 2024 winter edition of RELAY Magazine. Abstract Many utilities' costs and rates are misaligned. The limitation of early metering technology...
Managing New Electric Loads in a Changing Industry
Earlier this year, The American Public Power Association enlisted Utility Financial Solutions, LLC to develop the following report as part of the Moving Public Power Forward strategic initiative. You can download the report below. As new types of electric loads...
Live Local: Supporting our Municipal Electric Utilities Starts with Understanding
I’ve heard it said that individuals of the current generation would not be able to fathom life 100 years ago. Our society today is integrated with technological innovation in almost every facet of life. We depend on computers, cell phones, appliances and various forms...
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!
AWWA: Principles of Water Department Finances
Wednesday, March 5, 2025
9:00 a.m. – 3:30 p.m.
Lansing, MI
Understand the finances of operating a water supply with Dawn Lund.
Registration is open until 3/3/25 at 12:00 a.m. (EST)
Understanding Financial Statements and Operational Ratios: Two-Part Series
March 6 & 11, 2025
12:00 p.m. – 3:30 p.m.
Virtual classes taught by Dawn Lund & Jillian Jurczyk:
Part 1: Leveraging Financial and Operating Ratios for Performance Excellence (March 6)
Part 2: What Are Your Financial Statements Trying to Tell You? (March 11)
APPA Spring Education Institute
May 5 – 9, 2025
Orlando, FL
Cost of Service & Rate Design
- Basic Cost of Service & Key Financial Concepts with Dawn Lund (May 5)
- Strategic Rate Design: Trends and Distributed Generation Impacts with Mark Beauchamp & Chris Lund (May 6)
- Cost of Service Workshop: Implementation and Applications with Dan Kasbohm (May 7 – 8)
APPA National Conference
June 6 – 11, 2025
New Orleans, LA
69th Annual MEPC Conference
July 24 – 25, 2025
Grand Hotel
Mackinac Island, MI