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.
Financial Assessments
Our team of financial experts will conduct a thorough financial checkup to analyze your utility’s current financial position and identify areas for improvement.
Insights
We have our ears to the ground, keeping tabs on industry changes and trends. See our latest insights.
Fresh Perspective in Utility Financial Solutions
Jayde Dono’s Reflections After One Year Nearing her first full year in her role as a financial analyst at Utility Financial Solutions, Jayde Dono brings a fresh perspective to utility finance. With degrees in finance and economics from the University of Central...
Quantifying the Community Benefit of Michigan Public Power: A Case Study with MMEA
In the fall of 2023, the Michigan Municipal Electric Association (MMEA) approached UFS with a unique and ambitious challenge. Could we help them conduct a study to prove the often-stated anecdotal evidence that public power creates great value for its customers?...
Michigan’s Public Power Edge: MMEA’s Data-Backed Insights
When Paul Jakubczak, Utility Director at Coldwater Board of Public Utilities, proposed a study to quantify the value a local utility brings to its community, MMEA Executive Director, Katie Abraham, called our Vice President Dawn Lund to join the project. Below is a...
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 |
UPCOMING EVENTS
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 Business & Financial Conference
September 7 – 10, 2025
Raleigh, NC
Preconference Seminars:
Financial Assessment Workshop with Dawn Lund & Jillian Jurczyk
Sunday, September 7, from 8:30 a.m. – 12:00 p.m.
Ratemaking for the Industrial Resurgence: Data Centers, AI, and More with Mark Beauchamp & Chris Lund
Sunday, September 7, from 1:30 p.m. – 5:00 p.m.
Breakout Sessions:
Avoiding Cross-Subsidization of City Services with Dawn Lund
Monday, September 8, from 10:30 a.m. – 11:45 a.m.
Tackle the Challenges of AMI with Chris Lund
Monday, September 8 from 1:30 p.m. – 2:45 p.m.
APPA Virtual Course Series: Cost of Service & Rate Design
Virtual on September 17-25, 2025 | 12:00-3:30pm ET
This two-part virtual series will provide a foundational overview of cost of service, from basic concepts to leveraging data for decision making. Review rate trends and strategies from utilities across the nation and hear how others are integrating distributed energy resources and restructuring rates.
The series includes:
- Basic Cost of Service & Key Financial Targets (Sept. 17-18)
- Strategic Rate Design: Trends and Distributed Generation Impacts (Sept. 24-25)
This course is a Group Internet based offering (via Zoom) and combines real-time presentation, polling questions, real-world examples, Q&A, and group discussion.
Registration & Details:
https://www.publicpower.org/event/cost-service-rate-design-two-part-series
