Edward Farrar Utility District High Level Governance and Financial Review Services
- Client
- Edward Farrar Utility District
- Solicitation No.
- —
- Posted
- 10/23/2026
- Category
- Professional, Consulting, Administrative or Management Support Services
- Budget
- Looking for Proposal
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe Edward Farrar Utility District invites qualified consultants to submit proposals for a Phase 1, high-level assessment of its charter, governance, management, and financial trajectory. The selected consultant will perform a targeted document review, evaluate water and sewer infrastructure, capture public and stakeholder input, and present an options overview with recommendations. Applicants must be USA-based organizations operating offsite, though the work requires two in-person public presentations in Waterbury, Vermont. Proposals must include an executive summary, proposed approach, project schedule, team qualifications, cost proposal, and client references. Evaluators will assess proposals based on relevant firm and personnel experience, utility finance expertise, Municipal structure familiarity, proposed methodology, and cost effectiveness. The base budget is capped at $20,000, and cost proposals must include a not-to-exceed budget broken down by task and hourly rates. While the document timeline lists a proposal deadline of November 13, 2026, the explicit submission instructions specify that proposals must be received in PDF format via email by November 2, 2026, at 2:00 p.m. Written questions must be submitted by October 28, 2026, or October 30, 2026, depending on the referenced section.
Key solicitation details
AI-extracted from EFUD_RFP_Draft_18_Oct_2026_final.pdf. Confirm against the original documents before bidding.
The Edward Farrar Utility District is seeking proposals from qualified consultants to perform a Phase 1 high-level assessment of its charter, governance structure, and financial trajectory. The study includes evaluating water and sewer infrastructure, gathering stakeholder input, and recommending operational improvements. Qualified consulting firms are eligible to submit proposals.
- Issued by
- Edward Farrar Utility District
- RFP Issued
- October 20, 2026
- Deadline for Questions
- October 30, 2026
- Responses to Questions Posted
- November 6, 2026
- Proposals Due
- November 13, 2026
- Selection and Notice of Award
- December 10, 2026
- Contract Execution
- By December 30, 2026
- Project Start / Kickoff Meeting
- Week of January 4, 2027
- Draft Final Report Due
- March 15, 2027
- In-Person Presentation of Draft Final Report
- March 24, 2027
- Final Report Due
- April 2, 2027
- How to submit
- Electronic via email
- Submission details
- Proposals must be submitted in PDF format via email. Hard copies are optional unless requested.
- Place of performance
- Waterbury, Vermont
- Insurance and bonding
- Proof of insurance and standard requirements specified during contract phase
How proposals are evaluated
| Demonstrated understanding of EFUD's context and scope objectives | |
| Quality, practicality, and clarity of the proposed approach and methodology | |
| Relevant experience and qualifications of the firm and key personnel | |
| Quality of previous work products | |
| Realistic schedule and ability to meet deadlines | |
| Cost effectiveness of budget proposal | |
| Quality of references |
Scope of work
- Project initiation, kickoff meeting, and preparation of a Project Work Plan Memo
- High-level review of EFUD Charter and relevant Vermont governance statutes
- High-level financial snapshot, rate analysis, and long-term financial commentary
- Qualitative assessment of water and sewer infrastructure condition and reserve capacity
- Stakeholder input collection through interviews with 10 to 15 residents and business owners
- Synthesis of findings into an options overview and recommendations for next steps
- Draft final report and draft presentation slide deck
- In-person presentations of draft and final reports to the Board and public
Minimum qualifications
- Experience in municipal or special district governance and charters
- Familiarity with the statutory framework of municipalities
- Experience in utility finance and rate analysis
- Experience with water/wastewater or municipal utilities
- Experience in public engagement in small communities
- Description of at least 2 to 3 relevant completed projects
Documents to include with the bid
- Cover Letter
- Project Understanding and Approach
- Work Plan and Schedule
- Team Qualifications and Experience
- Resumes or bios of key personnel and subcontractors
- Description of 2 to 3 relevant example projects
- Project References
- Cost Proposal with task budget breakdown and hourly rates
- Disclosure of potential conflicts of interest
- Proof of insurance
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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