CPCON: Inventory, Supply Chain & Asset Solutions
Utility Fixed Asset Valuation
Experience/Energy & Utilities

Comprehensive Fixed Asset Valuation for Major Utility Company

Supporting regulatory compliance and rate case proceedings through detailed asset valuation

Home/Experience/Utility Fixed Asset Valuation

$8.2B

Asset Value

5

States Covered

100%

FERC Compliance

12

Months Duration

Project Overview

A major regional utility company serving over 2.5 million customers across five states required comprehensive fixed asset valuation services to support upcoming rate case proceedings and ensure ongoing regulatory compliance with FERC requirements.

The utility's asset base included generation facilities, transmission infrastructure, distribution networks, and supporting equipment valued at over $8.2 billion. Accurate valuations were critical for establishing fair and reasonable rates while meeting stringent regulatory documentation requirements.

The Challenge

  • Outdated asset records with inconsistent valuation methodologies across different asset classes and jurisdictions
  • Upcoming rate case filing requiring defensible asset valuations and depreciation studies
  • Complex asset componentization requirements for generation and transmission facilities
  • Multiple regulatory jurisdictions with varying reporting requirements and depreciation methodologies
  • Need for insurance valuation support to ensure adequate coverage for critical infrastructure

Our Solution

Our valuation team deployed a comprehensive approach combining field verification, engineering analysis, and financial modeling to establish accurate and defensible asset values across the utility's entire infrastructure portfolio.

Field Verification

Comprehensive physical inspection of generation facilities, substations, and transmission corridors

Valuation Analysis

Cost approach, market approach, and income approach valuations for different asset categories

Depreciation Studies

Detailed depreciation analysis supporting rate case filings and regulatory compliance

Insurance Valuation

Replacement cost valuations ensuring adequate insurance coverage for critical assets

Results Achieved

  • Delivered comprehensive valuation report supporting $8.2 billion in utility plant assets
  • Achieved 100% FERC compliance with all regulatory reporting requirements
  • Identified $340 million in previously unrecorded assets requiring capitalization
  • Supported successful rate case filing with defensible depreciation studies
  • Established insurance valuations ensuring adequate coverage for $12.4 billion replacement cost
  • Provided expert testimony supporting regulatory proceedings across all five jurisdictions

Project Details

Industry

Energy & Utilities

Service

Valuation Advisory

Location

Multi-State (5 States)

Duration

12 Months

Team Size

28 Professionals

Related Service

Learn more about our Valuation Advisory services and how we can support your organization.

Valuation Advisory

Ready to Get Started?

Contact us to discuss your valuation needs.

Contact Us