North Carolina eVP #280-10-26-0001

Lexington Project ALIGN utility operations, billing, and financial consulting

The City of Lexington is seeking an implementation-focused consulting team for Project ALIGN, a review of utility operations, billing integrity, and financial planning. - Government buyer: City of Lexington, North Carolina; Purchasing Office. Buyer contact: Britt Smith, Purchasing Officer. - Named OEM/system: Cayenta, identified as an existing system to be used in the work. No consulting firms or other vendors are named. - Requested services: Assess utility organization and readiness; map current and future processes; develop policies, procedures, and SOPs; review billing accuracy and data controls for water meters, trash and recycling, third-party billing, and interagency data exchanges. - Financial studies: Conduct water and sewer rate and system development fee studies, including a ten-year water and sewer forecast and a recommended five-year rate structure; analyze stormwater billing and develop a five-year operating and capital financial plan; provide a management-level electric and natural gas financial assessment. - Deliverables and implementation: Provide reconciliations, management tools, editable financial models, process maps, reports, training, verification, and transition support. Recommendations and tools should be practical and maintainable using existing systems. - Products and quantities: No physical products are requested. The attachment describes one integrated consulting engagement; no product quantities are specified.

Description

The City of Lexington seeks proposals from consulting firms or multidisciplinary teams to support Project ALIGN, an initiative to strengthen utility operations, organizational readiness, financial practices, billing, and data controls. The scope includes operational and organizational assessment, process mapping, policy and SOP development, utility billing and data-integrity reviews, water and sewer rate and system development fee studies, stormwater billing and financial analysis, and implementation support. The City expects practical, usable deliverables such as process maps, reports, financial models, reconciliations, training, and transition steps. Proposals are due November 2, 2026, at 4:00 PM and must be submitted through the link provided in the solicitation document.

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