Water and Wastewater Rate Studies

The City of Santa Barbara is seeking a professional firm to conduct independent comprehensive cost-of-service rate studies and ten-year financial plans for its Water and Wastewater utilities, including recommended rate adjustments and public outreach.

City of Santa Barbara > Water Resources Department > Purchasing Department


General
Open (bidding)
RFP No. 5143
Oct 28, 2026 10:00 PM
Oct 01, 2026 04:19 PM
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
amrodriguez@santabarbaraca.gov
+18055645356
310 East Ortega Street, Santa Barbara, CA, USA
Submission Instructions
Online
Proposer must be registered on the City of Santa Barbara's PlanetBids portal., Acknowledge any issued addenda online before submission.
Description

The City of Santa Barbara is seeking a qualified professional firm to perform two independent, comprehensive cost-of-service rate studies for its Water and Wastewater utilities. The work includes reviewing existing customer classifications, rate structures, operating and capital requirements, debt obligations, reserves, applicable laws, industry benchmarks, conservation and drought conditions, and future regulatory impacts. The selected consultant must develop ten-year financial plans for both utilities, recommend rate structures and adjustments, identify a four-year rate structure, and prepare draft and final reports with supporting analysis. The scope also includes a user-friendly computer rate model capable of forecasting alternative scenarios and generating graphics, staff training, project management, accessibility-compliant digital deliverables, and up to nine in-person public meetings plus two virtual informational meetings. Proposals must address the firm's qualifications and comparable recent work, key personnel, references, project approach and schedule, staffing and hours, subcontractors, fee proposal, and any proposed contract changes. The RFP limits proposals to 15 pages and requires a non-collusion declaration; insurance and a business tax certificate are required before contract execution or performance, rather than as proposal attachments.

Classification Codes
NAICS541620Environmental Consulting Services
PSCR505STUDY/COST BENEFIT
Smart Codes
water rate studieswastewater rate studiesutility financial planning
Specifications
Service Only
Timeline
Oct 1, 2026-Bid Posted Date
Oct 08, 2026 09:00 PM-Optional Pre-Submittal Meeting (optional)
Oct 16, 2026 12:00 AM-Questions Due
Oct 28, 2026 10:00 PM-Proposal Due Date
Nov 4, 2026-Presentations
Nov 10, 2026-Best and Final Offers Due
Feb 1, 2027-Contract Start Date
Requirements
Required
  • Commercial General Liability — $1,000,000.00
  • Automobile Liability — $1,000,000.00
  • Workers' Compensation
  • Employer's Liability — $1,000,000.00
  • Professional Liability (Errors and Omissions) — $2,000,000.00
Scored
  • Minimum 3 references
  • Within the last 5 years
  • Client point of contact required for each reference
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