Project ALIGN Utility Readiness and Rate Studies

The City of Lexington, North Carolina, is seeking a consulting firm or multidisciplinary team for Project ALIGN, covering utility organizational readiness, billing and data integrity, water and sewer rate studies, system development fee analysis, stormwater billing, and implementation support.

City of Lexington


General
Open (open)
280-10-26-0001
Nov 02, 2026 08:00 PM
Oct 13, 2026 04:57 PM
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Contact
bssmith@lexingtonnc.gov
+13362483928
28 West Center Street, Lexington, NC, USA
Submission Instructions
Description

The City seeks an implementation-oriented consulting engagement to assess and improve utility organizational structure, governance, processes, policies, SOPs, customer-service workflows, billing controls, data integrity, meter-reading accuracy, sanitation billing, third-party data exchanges, and management reporting across electric, natural gas, water, sewer, stormwater, and related functions. Deliverables include process maps, policy and SOP packages, reconciliations, exception reports, queries, dashboards, data-cleanup assistance, training, and transition support using the City's existing utility billing environment. Required core workstreams include a comprehensive water and sewer rate study with a ten-year financial forecast, recommended five-year rate structure, cost-of-service and rate-design analysis, editable electronic rate model, customer-impact analysis, and implementation assistance; a water and sewer system development fee study compliant with North Carolina law; stormwater billing, fee, and five-year financial sustainability analysis; and management-level financial assessment of electric and natural gas utilities. Proposals must address qualifications, at least three similar public-utility engagements completed within the past five years, references, personnel, schedule, work samples, cost, disclosures, and implementation approach.

Classification Codes
NAICS541618Other Management Consulting Services
PSCB505Cost Benefit Analysis
Smart Codes
utility rate studiesutility billing analysisbusiness process consulting
Specifications
Service Only
Timeline
Oct 26, 2026 09:00 PM-Questions Due
Oct 28, 2026 09:00 PM-Responses to Questions/Addendum Issued, If Needed
Nov 02, 2026 09:00 PM-Proposal Submission Deadline
Requirements
Required
  • General Liability — $1,000,000.00
  • Workers' Compensation
  • Employers' Liability — $500,000.00
  • Automobile Liability — $1,000,000.00
  • Professional Liability — $1,000,000.00
  • Umbrella or Excess Liability — $2,000,000.00
  • Pollution Liability — $2,000,000.00
  • Cyber Liability — $5,000,000.00
Scored
  • Minimum 3 references
  • Within the last 5 years
  • Client point of contact required for each reference
Yes
Documents
TitleDate Posted
Project_ALIGN_RFP final.pdfOct 14, 2026 10:50 AM
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