Municipal Advisory Services for Utilities
Municipal Advisory Services for Utilities
Doug Baldessari
CPA
Principal
Elizabeth Bergman
Principal
Brock J. Bowsher
MPA
Principal
Benjamin O. Hart
CPA, CGMA
Director
Daniel A. Hedden
CPA
Principal
Scott A. Miller
CPA
Principal
Andre Riley
MPA, MA
Principal
Jeffrey P. Rowe
CPA
Principal
Jason G. Semler
CPA
Principal
Tom Traciak
Director
Eric J. Walsh
CPA
Principal
Utilities are constantly seeking new, better and more cost-effective solutions to meet the demand for services. Through a comprehensive approach, our team develops a customized financial plan for your utility and then effectively communicates the plan to help you meet your goals.
At a glance
Owners of water, sewage, electric and stormwater utilities, not-for-profit water, regional water and sewer districts and special districts face ongoing challenges to sustain their resources. Constantly increasing quality standards, new federal mandates and regulatory compliance are just the beginning. Baker Tilly advisors can strategically help you anticipate and plan for tomorrow’s needs, today.
Solutions for utilities
- Official statements and bond sale preparations
- Presentations to bond rating agencies
- Evaluation of bond insurance proposals
- Competitive bond sales and electronic bidding services
- Refinancing debt
- Negotiated bond sales and private placements
- Coordination of bond closings
- Assistance to the trustee bank
- Parity reports
- Escrow verifications
- In-progress construction reports
- SRF financing
- Rural development financing
- WIFIA financing
Capital planning
- Debt management solutions
- Long range capital planning and implementation
- Project planning and financial development
- Developing and evaluating funding alternatives
- Financial presentations to elected officials and stakeholders
Strategic planning
- Fiscal assessments
- Comprehensive financial plans
- Long range strategic planning
Utility rate design
- Across the board rate analysis
- Cost of service rate analysis
- Regulatory commission support
- Expert testimony
- Wholesale cost of service
Financial management
- Audit preparation and financial reporting
- Debt management planning for infrastructure projects
- Financial management reports and budget assistance
- Litigation support services/expert testimony
- Negotiating inter-governmental agreements for utilities
- Privatization and municipalization analysis relating to utility ownership
- Studies of impact and fairness in utility wholesale charges
- Sustainability planning
- Arbitrage rebate calculations
- Annual continuing disclosure filings
- Debt management
- Post-issuance compliance
Featured solutions
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Public Sector Executive Recruitment
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Public Sector Financial Management Advisory
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Financial Statement Audit
Baker Tilly marries technology with the extensive experience to provide clients with an innovative financial statement audit service.
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Public sector leaders face unprecedented challenges finding, developing, motivating and keeping a talented, highly-engaged workforce. Our team is committed to supplying public officials with creative, practical, and cost-effective solutions to all their human capital needs.
Internal Audit
Leverage industry-specialized internal audit services for organizational success.
Public Sector Performance Optimization
Delivering strategic solutions for public sector leaders
Single Audits & Federal Awards Compliance Audits
Entities that depend on government grants need comprehensive single audits for continued supportPublic Sector Performance Optimization
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Baker Tilly Investment Services
Providing municipal entities with professional investment advice.
Inflation Reduction Act Tax Credit Solutions
The Inflation Reduction Act (IRA) includes the largest clean energy incentive effort in U.S. history. Find out how your organization can leverage IRA tax credits to save as much as 50% or more on qualifying project costs.
Our professionals
Baker Tilly Municipal Advisors, LLC is a registered municipal advisor and controlled subsidiary of Baker Tilly Advisory Group, LLP, a tax and advisory firm. Baker Tilly Advisory Group, LP, trading as Baker Tilly, is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities.