The need for critical infrastructure improvements continues to grow.
Local governments and utilities have limited funds, and investments must be made to support growth, regulatory compliance, and capital renewal. We work with you to develop comprehensive, reliable, and flexible financial plans that forecast your operations and maintenance (O&M) costs, determine how necessary capital improvements will be financed, project customer account and usage information, and monitor the overall financial performance and health of the organization. We also develop capital planning strategies and tactics that manage risk and ensure you have the appropriate resources to meet your organization’s needs.

Managing capital spending
A key component of sound financial planning is careful management of capital spending. Whether your capital improvement program is driven by rehabilitation and replacement or meeting a regulatory requirement, Raftelis has the industry experience and tools to help prioritize, schedule, and identify funding for these projects. We offer robust capital financing planning models that enable scenario-based analysis, allowing you to quickly and easily adjust funding options, vary cash and debt funding levels, and then assess their impact on revenue requirements.
Understanding and predicting customer behavior
Hundreds of water agencies across the country are facing water supply shortfalls and must consider rate structures that promote conservation with clear price signals. These challenges require agencies to really understand their customers and their current behaviors, as well as how to anticipate their future behavior. Our team of strategic communication and engagement experts offers decades of experience and specialized skills to help you design and execute a communications and outreach program that complements conservation-based rate structures to help you get the behavioral results you need.
Tools for planning and communicating
A successful financial plan is clear, actionable, and shared with stakeholders beyond the chief financial officer, including internal and external parties. We develop custom financial planning models tailored to your organization’s specific needs, utilizing defensible and proven methods with the latest technology and data visualizations.
Defensible prioritization
Making choices about which capital investments to make and when to make them is a complex and often politically charged process. Every organization needs a defensible system to share with stakeholders that clearly explains capital prioritization methods. Using stakeholder-supported and easy-to-understand rationale, we collaborate with local governments and utilities to implement a system that stakeholders can understand and readily embrace.
An implementation focus
Even the best capital planning techniques are ineffective if not effectively implemented. We link the technical elements of capital planning with organizational changes and an engagement strategy to help you implement your capital plan. Using a defensible prioritization process, new technologies, and asset management concepts like reliability-centered maintenance, we will help you implement streamlined practices that maximize your limited resources.

We partner with you to create dynamic, scenario-based financial plans that balance necessary capital improvements with fiscal reality. By combining robust modeling with defensible prioritization strategies, we ensure your organization has a clear, actionable path to fund critical infrastructure and maintain long-term financial health.

Executive Vice President

Senior Manager

Executive Vice President
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