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Comprehensive Water and Wastewater Rate Studies Services

Santa Barbara, CaliforniaCalifornia, USADue Wednesday, October 28, 2026
Client
Santa Barbara, California
RFP Number
EXTRA-77421
Posted
10/3/2026
Category
Professional, Consulting, Administrative or Management Support Services
Budget
Looking for Proposals
NAICS
—
Set-aside
—
Contact
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Description

AI Generated

The City of Santa Barbara seeks a vendor to provide comprehensive water and wastewater cost-of-service rate studies. The selected vendor must conduct a comprehensive review of existing user classes and rates, develop fair rates consistent with legal requirements, and prepare ten-year financial plans with necessary rate adjustments to fully fund operation, maintenance, reserves, and planned capital projects. Only onshore US organizations registered on the City's PlanetBids portal are eligible to bid. Proposers must submit electronic proposals through PlanetBids by 3:00 p.m. Pacific Daylight Time on October 28, 2026. A pre-bid meeting occurs on October 8, 2026, and proposers must submit all questions through the portal by 5:00 p.m. on October 15, 2026. An evaluation committee will score proposals based on experience and proposed team, project scope and work plans, references, cost, and value-added services, requiring a minimum score of 75 points to be considered. Contract award goes to the proposer receiving the most total points, subject to final approval by the City's approval authority.

Key solicitation details

AI-extracted from 20261001082747896 RFP No. 5143 Comprehensive Water and Wastewater Rate Studies.pdf. Confirm against the original documents before bidding.

The City of Santa Barbara is requesting proposals for RFP No. 5143 to deliver comprehensive water and wastewater rate studies. The selected vendor will evaluate existing rate structures, review user classes, and develop ten-year financial plans and cost-of-service rates to cover operation, maintenance, and capital needs. Proposals are open to registered vendors on the City's PlanetBids portal.

Issued by
CITY OF SANTA BARBARA
Issue Date
October 1, 2026
Pre-submittal meeting
October 8, 2026 at 2:00 p.m.
Questions due
October 15, 2026 until 5:00 p.m.
Proposals Due
October 28, 2026 On or Before: 3:00pm
Rate Study kickoff to Water Commission
Spring 2027
How to submit
Electronic via the City's PlanetBids portal
Submission details
Proposers must be registered on the PlanetBids portal to submit. Proposals must be uploaded electronically before 3:00 P.M. Pacific Daylight Time on October 28, 2026, and should be no more than 15 pages.
Insurance and bonding
Commercial General Liability with aggregate limits applying separately; Automobile Liability; Workers Compensation with Statutory Limits and Employer Liability no less than $1,000,000; Professional Liability appropriate to profession; Insurers rated A:VII or higher by AM Best.

How proposals are evaluated

Experience/Proposed Team35
Project Scope/Work Plans30
References15
Cost15
Value Added Services/Items5

Scope of work

  • Develop project schedule, milestone plan, internal quality control, progress reports, and lead project status meetings
  • Conduct comprehensive water rate study and compare operational, capital, and rate structures against regional agencies
  • Recommend water rate structures with appropriate fixed and volumetric components complying with state law
  • Prepare ten-year financial plan and four-year rate structure for water and wastewater utilities
  • Develop user-friendly computer rate models for water and wastewater forecasting and train staff
  • Conduct comprehensive wastewater rate study including variable and fixed cost analysis and commercial/industrial rate reviews
  • Prepare draft and final Rate Study Reports meeting federal WCAG 2.1 Level AA accessibility standards
  • Deliver presentations to the general public, Water Commission, Finance Committee, and City Council

Minimum qualifications

  • Demonstrated experience with similar projects in the last 5 years
  • Registration on the City of Santa Barbara PlanetBids Portal
  • Proposed team members available for 90 days from proposal due date

Documents to include with the bid

  • Letter of transmittal indicating acceptance of Conditions Governing Procurement
  • Firm history, capabilities, and recent experience
  • Resumes of all key personnel and team organization chart
  • Client references
  • Detailed Work Plan and Project Schedule
  • Cost Proposal with detailed labor and cost elements
  • Attachment A - Non-Collusion Declaration
  • Identification of issues related to Professional Services Agreement

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