- Scope
- 1. The contractor shall provide the following services to Metro Water Services (any part individually or all of water/sewer/stormwater) that includes, but not limited to: •Performs evaluations of current rate designs. Studies should review and identify appropriate rate structures for water, sewer, and stormwater based on current industry conditions and management input, and establish rates based on cost or value of service and recommend a plan for implementing cost of value-based rates. •Develop cost of service studies for water, sewer, and stormwater that determines cost of service by major function for the water, wastewater, and stormwater functions. Allocate cost components to customer classes and compute cost of service rates. •Review the adequacy of current Metro Water Services' financial policies or operational planning activities and potentially provide reported recommendations for changes. Activities could include peer studies, best 7
- Doc Url
- /marketplace/api/blob?p=nashville%2F300000984033144%2FGG000089_2_SUPPLIER.pdf&fn=GG000089_2_SUPPLIER.pdf
- Address
- PO Box 196301 Nashville, TN 37219 Davidson United States
- Pdf Text
- RFQ GG000089,2
Proprietary and Confidential 7/22/2026 10:24 AM
RFQ GG000089,2
Title Financial Rate and Management Consulting Services
Preview Date Open Date 7/22/2026 10:22 AM
Close Date 7/30/2026 2:00 PM Award Date
Time Zone Central Standard Time
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Submit your response to the following contact.
Company Metropolitan Government of Nashville and Davidson County
Buyer Joseph McGregor Andrews
Location PO Box 196301
Nashville, TN 37219
Davidson
United States
Phone
Fax
E-mail Joseph.Andrews@nashville.gov
When submitting your response, include the following information.
Your Company Name
Company Site (Optional)
Address
Contact Details
Response Valid Until
(Optional)
This document has important legal consequences. The information contained in this document is proprietary of
Metropolitan Government of Nashville and Davidson County. It shall not be used, reproduced, or disclosed to others
without the express and written consent of Metropolitan Government of Nashville and Davidson County.
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Table of Contents1 Overview.......................................................................................................................................................................41.1 General Information..............................................................................................................................................41.2 Schedule................................................................................................................................................................41.3 Negotiation Controls.............................................................................................................................................41.4 Terms....................................................................................................................................................................41.5 Attachments..........................................................................................................................................................42 Requirements................................................................................................................................................................52.1 Section 1. RFP Solicitation (Selection) Method...................................................................................................52.2 Section 2. Waiver Process.....................................................................................................................................62.3 Section 3. Commodity Codes...............................................................................................................................62.4 Section 4. Timeline...............................................................................................................................................62.5 Section 5. Solicitation Objective...........................................................................................................................72.6 Section 6. Scope Summary...................................................................................................................................72.7 Section 7. Scope Details.......................................................................................................................................72.8 Section 8. Equal Business Opportunity (EBO) Program Requirements...............................................................92.9 Section 9. Insurance Requirements.......................................................................................................................92.10 Section 10. Standard Solicitation Requirements...............................................................................................112.11 Section 11. Information Security Agreement...................................................................................................182.12 Section 12. Solicitation Acceptance.................................................................................................................182.13 Section 13. Contract Acceptance......................................................................................................................192.14 Section 14. Evaluation Criteria.........................................................................................................................202.15 Section 15. Affidavits.......................................................................................................................................24
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1 Overview
1.1 General Information
Title Financial Rate and Management Consulting Services
Amendment Date 7/22/2026 10:22 AM
Amendment Description Amendment 2 shall post the Online Questions and Answers (in section 10.2).
Buyer Joseph McGregor Andrews Outcome Contract Purchase
Agreement
E-Mail Joseph.
Andrews@nashville.gov
1.2 Schedule
Preview Date Open Date 7/22/2026 10:22 AM
Close Date 7/30/2026 2:00 PM Award Date
Time Zone Central Standard Time
1.3 Negotiation Controls
Response Visibility Sealed
1.4 Terms
Agreement Start Date Agreement End Date
Agreement Amount
(USD)
Payment Terms Net 30 Freight Terms SUPPLIER PREPAID
Shipping Method FOB DELIVERY
Negotiation Currency USD (US Dollar)
Price Precision 0
1.5 Attachments
File Name or URL Type Description
IT Environment File
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2 Requirements
*Response is required
Make sure to review the entire solicitation to gain an understanding of all the requirements and expectations
prior to creating and submitting a response.
2.1 Section 1. RFP Solicitation (Selection) Method
1.
Request for Proposal
Pursuant to Metropolitan Code of Laws (M.C.L.) Section 4.12.040, this solicitation document serves as the written
determination of the Purchasing Agent, that the use of competitive sealed bidding is neither practicable nor
advantageous to Metro. Therefore, this solicitation will facilitate the entering into of contract(s) by the competitive
sealed proposals process. The proposal process, flexibility and limitations are governed by the Code and related
Procurement Regulations.
The proposal selection method permits discussions with offerors who submit proposals determined to be reasonably
susceptible of being selected for award. Modifications in proposal content, comparative judgmental evaluations of the
proposals, corrections, and scope adjustments, may occur at the request of the Purchasing Agent or their designee.
There may be one or more amendments to this solicitation. Solicitation amendments are included as updates to the
original solicitation. It is the offeror's responsibility to remain informed on all solicitation amendments and submit the
solicitation response incorporating all amendments.
Offers to Metro online solicitations are required to be submitted within the iSupplier online environment unless
otherwise stated. Hard copy offers will not be considered except as required by law.
Any response to this solicitation is a formal waiver of any claims of confidentiality regardless of what may be stated,
printed, or implied in the submission and/or attachments submitted. All information is made a Public Record after an
award is made.
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The only official position of Metro is found within this solicitation document including answers provided in response
to questions raised. The online discussion tool within iSupplier is the appropriate tool for all questions or
communications concerning this solicitation.
Metro reserves the right to issue additional rounds as it deems necessary for the purposes of evaluation. Additional
rounds may include, but not be limited to, Offeror interviews.
Metro reserves the right to make multiple awards for a contract if it is deemed in the best interest of Metro.
2.2 Section 2. Waiver Process
1. Pursuant to Metropolitan Code of Laws (M.C.L.) Section 4.48.115 (Conflicts with Previous Metro Projects),
Non-Metro employees who provide services to the metropolitan government regarding the feasibility, cost,
design, implementation, or legislative adoption of a particular matter are prohibited from subsequent
participation in the procurement process or resultant contract(s) related to that particular matter.
Any offeror who may meet the standard of MCL 4.48.115 must disclose this potential conflict to the buyer
prior to the solicitation's deadline for questions. This disclosure must include reference to the offeror's prior
work on the particular matter, including the specific project and prospective offerors' participation, and the
timeframe services were rendered. If the offeror is requesting a waiver from MCL 4.48.115 this must be
explicitly stated in the disclosure.
Requests for a waiver will be reviewed by the Procurement Standards Board with final decisions published
in the news items section of purchasing.nashville.gov
2.3 Section 3. Commodity Codes
1. This solicitation is being published under the following UNSPSC (United Nations Standard Products and Services
Code) Commodity Codes: 80100000 (Management Advisory Services), 83100000 (Utilities), 84100000 (Development
Finance), and 93150000 (Public Administration and Finance Services).
2.4 Section 4. Timeline
1.
The following is the general, unofficial anticipated timeline for this solicitation. These dates represent a good
faith effort, accurate at the time of publication. They are non-binding and subject to change. They are for
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informational purposes only and subsidiary to official dates/times contained elsewhere in the solicitation:
• 7/10/2026 - Solicitation Opens
• 7/15/2026 - Pre-Offer Meeting: 7/15/2026 at 10 AM CT.
• 7/15/2026 - Amendment #1 Published with Pre-Offer PowerPoint and Attendee List
• 7/20/2026 - Deadline to Submit Questions in iSupplier
• 7/22/2026 - Amendment #2 Published with Response to Online Discussion Questions
• 7/30/2026 - Solicitation Closes
• 7/31/2026 - Responsive Offers Provided to Evaluation Committee
• 8/6/2026 - Evaluation Committee Meeting
• 8/20/2026 - Intent to Award Issued
• 8/31/2026 - Protest Period Ends & Deadline for Awarded Supplier to Provide Outstanding
Documents
• 9/4/2026 - Contract Sent to Awarded Supplier for Review
• 9/10/2026 - Contract Routes for Signature
• 9/24/2026 - Sourcing Process Complete
2.5 Section 5. Solicitation Objective
1. The objective of this solicitation is to enter into an indefinite delivery/indefinite quantity (IDIQ) contract. Metro
does not guarantee minimum or maximum purchase amounts for the requested goods and/or services.
Purchases shall be made on an as-needed basis by Metro via Purchase Order. No purchase is guaranteed,
and no work shall be performed until receipt of Metro-issued Purchase Order.
2.6 Section 6. Scope Summary
1. The Metropolitan Government of Nashville and Davidson County (Metro) is soliciting proposals for Financial
Rate and Management Consulting Services.
2.7 Section 7. Scope Details
1. The contractor shall provide the following services to Metro Water Services (any part individually or all of
water/sewer/stormwater) that includes, but not limited to:
•Performs evaluations of current rate designs. Studies should review and identify appropriate rate structures
for water, sewer, and stormwater based on current industry conditions and management input, and establish
rates based on cost or value of service and recommend a plan for implementing cost of value-based rates.
•Develop cost of service studies for water, sewer, and stormwater that determines cost of service by major
function for the water, wastewater, and stormwater functions. Allocate cost components to customer classes
and compute cost of service rates.
•Review the adequacy of current Metro Water Services' financial policies or operational planning activities
and potentially provide reported recommendations for changes. Activities could include peer studies, best
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practice reviews, etc.
•Review annual capital and operating budgets and prepare required reports. Review long-term rate impacts
of the budgets and make recommendations for strategies Metro Water Services may employ to minimize
required rate increase.
• Provide assistance and support with forecasting activities, including but not limited to customer account
forecasts; water demand and wastewater flow forecast; revenue forecasts; operating expense forecast;
capital spending and financing forecasts; cash and reserve forecasts; debt service and debt coverage
forecasts; scenario and sensitivity analyses; and econometric or statistical modeling, when appropriate.
review forecasts prepared by Metro Water Services personnel and assist with the development and
refinement of forecasting models as necessary.
•Make presentations, develop material and participate, as needed, at public meetings or hearings necessary
to implement the annual financial plan and related recommendations associated with your firm's work
product. Appear as expert witnesses, as necessary, in any hearing(s) or before any commissions or
regulatory bodies related the scope of services provided by your firm.
•Attend meetings scheduled by Metro Water Services management to discuss general points of interest.
Provide seminars on utility financial and rate concepts to Metro Water Services.
•Advise Metro Water Services on industry trends concerning rate policy and provide such services as may
be necessary related to the SOW to allow MWS to administer the rate function associated with the water,
sewer, and storm water services provided including:
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• Performs and leads management tasks such as, but not limited to, strategic plan
development and review, process review and comparison, and provides industry
insight on best practices.
• Monitor and assist with wholesale contracts concerning rates and charges to other
municipalities and utility districts, and advising Metro Water Services on state of the
industry standards as it relates to wholesale arrangements.
• On-going review and monitoring of related governmental regulations and advising Metro
Water Services of compliance requirements relating to rates.
• Provide reviews as specified by bond agreements and other contractual obligations as
directed by Metro Water Services.
• Provide technical and hands-on assistance support preparing information for bond offerings
and related debt issues.
• Provide the necessary certifications required by rating agencies or other sources.
• Provide any inspections or financial review required under the bond indentures as
requested.
Contractor shall perform other financial rate consultant services as requested by Metro, in consultation with the Water
Services Department.
*2. Firms must be registered with the SEC (Security Exchange Commission) and MSRB (Municipal Securities
Rulemaking Board) as a Municipal Advisor. Metro will confirm if the company is registered with designated entities to
ensure if responsive to this requirement. Failure to be registered with the designated entity at the solicitation close may
deem your offer non-responsive.
Target: We acknowledge and are registered.
Select one of the following:-
a. We acknowledge and are registered.
b. We are not registered and are deemed non-responsive.
2.8 Section 8. Equal Business Opportunity (EBO) Program Requirements
1. EQUAL BUSINESS OPPORTUNITY (EBO) GOAL
2. Pursuant to the Metro Code of Laws Section 4.46.060 B, no Equal Business Opportunity Program
Goal is established for this solicitation.
2.9 Section 9. Insurance Requirements
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1.
Insurance Requirements
Any offeror receiving an intent to award letter shall be required to provide a Certificate of
Insurance within seven (7) calendar days of receiving the notification in order to proceed
with award and execution of a contract.
The Description section must read as follows: Metropolitan Government of Nashville
and Davidson County, its officials, officers, employees, and volunteers are named
as additional insureds per general liability additional insured endorsement and
automobile liability additional insured endorsement.
In the Certificate Holder section it must read as follows: Purchasing Agent, Metropolitan
Government of Nashville and Davidson County, Metro Courthouse, Nashville, TN
37201.
The following insurance(s) shall be required:
2.
• General Liability Insurance in the amount of one million ($1,000,000.00) dollars per occurrence and in
the amount of two million ($2,000,000) in the aggregate.
3.
• Automobile Liability Insurance in the amount of one million ($1,000,000.00) dollars
combined single limit.
4.
• Worker's Compensation Insurance with statutory limits required by the State of Tennessee
or other applicable laws and Employer's Liability Insurance with limits of no less than one
hundred thousand ($100,000.00) dollars, as required by the laws of Tennessee.
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5.
• Professional Liability Insurance in the amount of one million ($1,000,000.00) dollars per
occurrence and in the amount of two million ($2,000,000) in the aggregate.
6.
• Cyber Liability Insurance in the amount of four million ($4,000,000.00) dollars in the
aggregate dollars.
7.
• Technological Errors and Omissions Liability Insurance in the amount of one million
($1,000,000.00) dollars per occurrence and in the amount of two million ($2,000,000) in the
aggregate.
2.10 Section 10. Standard Solicitation Requirements
1.
Pre-Offer Meeting
A pre-offer meeting will be held for this solicitation at July 15th at 10:00 AM CT.
You must register in advance to provide the following information: your name, email
address, phone number, and the name of the company you are representing by clicking
on the following link.
https://nashville.webex.com/weblink/register/re6dff9ccfd5204c17e96faa6d7993c4f
Event Password: Metro
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The contact information provided will generate on the Pre-Offer Attendee List if you attend
the meeting.
You will receive a confirmation email invitation after you register with the information
needed to participate in the Pre-Offer via Webex that will be added to your calendar. You
may participate by click the Webex Link provided in the email confirmation from
a computer, tablet, or smartphone.
If you have any issues with registering for the meeting, please contact the Buyer, Joseph
Andrews 615-880-3662 joseph.andrews@nashville.gov.
Metro urges all prospective offerors to attend planned pre-offer meetings.
Attachments:
File Name or URL Type Description
Pre-Offer PowerPoint File
Pre Offer Attendance File
2.
Inquiries
All inquiries must be submitted by July 20th by 4:00 Central Time using the online discussions
feature of the iSupplier system. Questions will be answered formally via Amendment to the
solicitation soon after the deadline for submitting questions. Offerors must clearly understand that
the only official answer or position of Metro will be the one stated in writing by Division of
Procurement staff.
You may contact Joseph Andrews 615-880-3662 joseph.andrews@nashville.gov with questions
regarding iSupplier or you may email iSupplier@nashville.gov (make sure to include your W-9 in
email to iSupplier Team). All offerors are encouraged to sign in to the iSupplier system as soon as
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possible to view the solicitation and ensure all login information is correct.
Finally, please have your offer loaded in the iSupplier system well in advance of the
