We handle the data uploads for you  and can help keep you up to date:

  • We focus on bringing your rate design and cashflow projections online with creation of scenarios that you access through the Planner Applications
  • We upload data for you including the O&M budget, CIP Master Plan, and Current Rates
  • We calculate the revenue sufficiency cashflow analysis with the current rates referred to as Baseline Analysis
  • The calculated results are instantly available through the application over the cloud


During the project implementation, we perform the following steps  so that you can enjoy the substantial benefits of using the application with a minimal time commitment: 

  1. Upload your O&M Budget
  2. Upload your CIP Master Plan
  3. Upload Capital Financing Assumptions
  4. Upload volume projections, connection projections  for each customer service class
  5. Upload your rate design
  6.  Upload or input escalation percentages


  • We can argument your planner tool with additional services:
  • Model a comprehensive financing plan that features various  timing and options associated with the CIP Master Plan
  • Develop strategies for reserve funds  and run the scenarios including:
    • Rate stabilization fund
    • Capital project fund
    • Emergency fund
  • Model alternative rate design structures using direction of cost allocation factors


Our help desk support team is committed to providing comprehensive support with the use and application of our software:

  • Contact us via email or text, and we will respond in a timely manner
  • We can quickly set up an online meeting and perform step-by-step help desk assistance  
  • We monitor your online system and validate that it is functioning properly
  • We are happy to assist with annual data updates upon request