GJ27-126 Pleasant View City - Municipal Financial Consulting and Utility Rate Advisory Services

Pleasant View City is seeking proposals from qualified financial consulting firms to provide financial advisory and consulting services on an as-needed basis. Services may include utility rate studies, financial planning, bonding and debt assistance, independent financial analysis, impact fee studies, and related municipal financial services.

The City is seeking a consultant with demonstrated experience working with municipalities and public utilities and familiarity with Utah laws, regulations, and financing requirements.

The selected Consultant may be requested to provide some or all of the following services:

Utility Rate Studies

• Water, sewer, stormwater, and other utility rate studies.
• Review existing rates, fees, revenues, and expenditures.
• Analyze operating and capital costs.
• Develop financial projections and revenue requirements.
• Evaluate rate structures and customer classifications.
• Develop recommended rates and implementation schedules.
• Evaluate rate impacts on customers.
• Provide financial models that can be updated by the City.
• Assist with public meetings, presentations, and City Council discussions.

Impact Fee Analysis (IFA) and Impact Fee Facilities Plan (IFFP)

• Identify existing impact: Evaluate consumption of current facility capacity by new development.
• Identify future improvements: Determine system improvements needed to maintain established levels of service.
• Demonstrate relation: Show that anticipated impacts are reasonably tied to the development activity.
• Estimate proportionate share: Calculate costs for recouping existing capacity and funding new system improvements.
• Detail calculation: Clearly exhibit the mathematical method used to derive the final fee.
• Preparation of written IFA reports and supporting documentation.
• Assist City Engineer with preparation of IFFP.
• Attendance at meetings with City staff and City Council as requested.

Bonding and Debt Services

• Evaluate the City's borrowing capacity and financing options.
• Assist with bond sizing and debt structuring.
• Prepare debt service and repayment projections.
• Analyze existing and proposed debt.
• Assist with bond financing, refinancing, and debt restructuring.
• Review financial information for bond documents.
• Coordinate with bond counsel, underwriters, financial institutions, and other financing professionals.
• Provide financial analysis related to revenue bonds, general obligation bonds, lease revenue bonds, and other municipal financing options.
• Assist the City in evaluating financing alternatives and associated costs.

Legal Compliance

All work shall be done in compliance with current Utah Code and other applicable federal, state, and local requirements.

Submission

Proposals shall be emailed to both: lhellstrom@pleasantviewut.gov and asteiniger@pleasantviewut.gov

Proposals must be received by **12:00 p.m. local time, on November 20, 2026**.

All documents shall be submitted electronically as **one PDF document**. Resumes should be limited to 1 page per person. Document should be limited to no more than 10 pages (excluding cover, resumes, and *Attachment A* - if used).

Contract Term

The City anticipates that services will be provided on an as-needed, task-order basis. The City does not guarantee a minimum amount of work or compensation. Services shall be performed for three (3) years.

Evaluation

The City's Selection Committee will evaluate and score each proposal individually and then discuss it as a collective team to determine a final recommendation. Proposals will be ranked on each of the proposal requirements as follows:

| Criterion | Points |
| --- | --- |
| Experience and Qualifications | 30 |
| Approach | 20 |
| Cost and Fee Structure | 25 |
| References | 25 |
| Total | 100 |

Depending on the outcome of the ranking, the top Respondents may be requested to complete an in-person or virtual interview with the Selection Committee.