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Municipal Advisory Services for Utilities

Baker Tilly has national experience in developing long-term financial projections, determining revenue requirements and developing rate structures for utilities.

Municipal Advisory Services for Utilities

  1. Doug Baldessari

    Doug Baldessari

    CPA

    Partner

  2. Susan Borries Reed

    Susan Borries Reed

    J.D.

    Managing Director

  3. Brock J. Bowsher

    Brock J. Bowsher

    MPA

    Principal

  4. Andy Campbell

    Andy Campbell

    CPA

    Director

  5. Nicholas R. Dragisich

    Nicholas R. Dragisich

    PE

    Managing Director

  6. Alyssa Glaser

    Alyssa Glaser

    CIPMA

    Director

  7. Ben Hart

    Benjamin O. Hart

    CPA, CGMA

    Director

  8. Scott A. Miller

    Scott A. Miller

    CPA

    Partner

  9. Andre Riley

    Andre Riley

    MPA, MA

    Principal

  10. Deen C. Rogers

    Deen C. Rogers

    CPA

    Partner

  11. Jeffrey P. Rowe

    Jeffrey P. Rowe

    CPA

    Partner

  12. Jason G. Semler

    Jason G. Semler

    CPA

    Partner

  13. Tom Traciak

    Tom Traciak

    Director

  14. Eric J. Walsh

    Eric J. Walsh

    CPA

    Partner

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

    Baker Tilly Municipal Advisors, LLC is a registered municipal advisor and controlled subsidiary of Baker Tilly US, LLP, an accounting firm. Baker Tilly US, LLP, 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.