All Submittals
RS
Rate Study
Financial analysis supporting rate adequacy, reserves, and capital funding strategy.
Regulatory Basis
State PUC requirements; SRF/DWSRF loan applications
Update Frequency
Continuous — updates with billing data and CIP changes
Clarion Module
Board Reports + CIP Planning
AMP Sections Addressed
C7 — Financial Strategy
What Makes It “Living”
Revenue projections update with actual billing data. CIP costs flow directly into funding gap analysis. Rate adequacy calculations always reflect current infrastructure needs.
Document Dependencies
Depends on:CIP
Rate Analysis in Action
Compare rate revenue against full cost of service. Model the adjustment needed to close the funding gap.
Rate Adequacy Analysis
Annual Rate Revenue$2.85M
Annual Requirements
Ready to Get Started?
Your RS — continuously updated, always audit-ready.