Fiscal Planning & Rate Setting - Environmental Finance Center Network https://efcnetwork.org Working together to solve funding challenges for environmental programs and promote a sustainable environment. Thu, 15 Jun 2023 04:49:13 +0000 en-US hourly 1 https://wordpress.org/?v=6.0 https://efcnetwork.org/wp-content/uploads/2022/05/cropped-favicon-32x32.png Fiscal Planning & Rate Setting - Environmental Finance Center Network https://efcnetwork.org 32 32 VT Training | Setting the Right Rates for Your System https://efcnetwork.org/event/vt-training-setting-the-right-rates-for-your-system-2/?utm_source=rss&utm_medium=rss&utm_campaign=vt-training-setting-the-right-rates-for-your-system-2 Tue, 09 May 2023 15:20:56 +0000 https://efcnetwork.org/?post_type=event_listing&p=24343 Description: Water and wastewater systems have a variety of priorities that proper rate setting can help achieve. In this workshop we will explore how small water and wastewater systems can structure rates and price water and wastewater to recover the full cost of providing service today and into the future. In this workshop we will […]

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Description: Water and wastewater systems have a variety of priorities that proper rate setting can help achieve. In this workshop we will explore how small water and wastewater systems can structure rates and price water and wastewater to recover the full cost of providing service today and into the future. In this workshop we will also examine how rate setting can help systems meet multiple objectives and learn to assess the affordability of utility service to the low-income customer. Finally, we will learn how to calculate financial metrics and use them to assess your system’s fiscal health.

Learning Objectives:

  • Develop rate-setting objectives
  • Determine the cost of providing water service
  • Anticipate changes in revenues year-to-year by changes in use
  • Measure the affordability of rates for all of your customers
  • Create rate structures that reflect your rate-setting objectives
  • Understand how to calculate and use financial benchmarks to assess the fiscal health of your system

Trainer: Anna Patterson, Project Director; and Alicea Easthope-Frazer, Project Director, Environmental Finance Center, UNC-Chapel Hill

Cost: Complimentary.

Continuing Education Units: This course has been pre-approved for 6.0 TCHs for Water and Wastewater Operators by Vermont DEC. 

Who Should Attend:

  • Managers, owners, and operators of water systems serving less than 10,000 people, or wastewater systems with an average daily flow of less than 1 million gallons
  • Decision-makers for water and wastewater utilities, including mayors, finance officers, utility managers, public works directors, city councilors, board members, tribal council members, and clerks
  • Consultants and technical assistance providers serving water and wastewater systems

Partners:

 

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Webinar | Customer Classes: Why and How to Charge Customers Different Rates https://efcnetwork.org/event/webinar-customer-classes-why-and-how-to-charge-customers-different-rates/?utm_source=rss&utm_medium=rss&utm_campaign=webinar-customer-classes-why-and-how-to-charge-customers-different-rates Mon, 10 Oct 2022 18:23:56 +0000 https://efcnetwork.org/?post_type=event_listing&p=23194 View/Download | Presentation Slides Description: Creating customer classes can be an effective method of allocating the cost of service to different types of users. Utilities often use customer classes to meet their various rate-setting objectives, such as prioritizing revenue stability and ensuring affordability. However, it can be difficult to determine why and how to charge […]

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View/Download | Presentation Slides

Description: Creating customer classes can be an effective method of allocating the cost of service to different types of users. Utilities often use customer classes to meet their various rate-setting objectives, such as prioritizing revenue stability and ensuring affordability. However, it can be difficult to determine why and how to charge customers different rates. In this webinar, we’ll discuss reasons for including customer classes in your utility’s rate structure, how to make data-driven decisions about what those varying rates should be, and practical and legal considerations for creating customer classes.

Learning Objectives:

  • Learn how rate setting objective influence the creation of customer classes
  • Understand the different possibilities for defining customer classes
  • Identify how to determine rates for different customer classes
  • Understand best practices for creating customer classes

Presenter: Hope Thomson, Project Director, Environmental Finance Center at the University of North Carolina

Cost: Complimentary.

Please Note: This webinar has NOT been submitted for approval of continuing education credit. We can provide a certificate of attendance to eligible attendees, but cannot guarantee it will meet your PDH or CEU requirements. 

Who Should Attend:

  • Managers, owners, and operators of water systems serving less than 10,000 people
  • Decision-makers for water utilities, including mayors, finance officers, utility managers, public works directors, city councilors, board members, tribal council members, and clerks
  • Consultants and technical assistance providers serving water systems

Partners: 

 

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Webinar | Long-term Investment for Financial Resiliency https://efcnetwork.org/event/webinar-long-term-investment-for-financial-resiliency/?utm_source=rss&utm_medium=rss&utm_campaign=webinar-long-term-investment-for-financial-resiliency Mon, 10 Oct 2022 18:07:24 +0000 https://efcnetwork.org/?post_type=event_listing&p=23193 View/Download | Presentation Slides Description: This webinar will introduce basic concepts for long-term financial resiliency and asset management. After a brief overview of financial analysis tools, this webinar will focus on long-term investment strategies and concepts including asset management, life-cycle costing, long-term asset planning, and rates analysis. Information will be shared in lecture format, through […]

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View/Download | Presentation Slides

Description: This webinar will introduce basic concepts for long-term financial resiliency and asset management. After a brief overview of financial analysis tools, this webinar will focus on long-term investment strategies and concepts including asset management, life-cycle costing, long-term asset planning, and rates analysis. Information will be shared in lecture format, through interactive exercises, sharing of case examples, and by soliciting and answering participant system-specific questions.

Learning Objectives:

  • Understand Financial Metrics for Long-Term Planning
  • Understand Concepts of Asset Criticality
  • Understand the Relationship Between Life-Cycle Costing and Long-Term Asset Planning

Presenter: Andrew Waters, Project Director, Environmental Finance Center at the University of North Carolina

Cost: Complimentary.

Please Note: This webinar has NOT been submitted for approval of continuing education credit. We can provide a certificate of attendance to eligible attendees, but cannot guarantee it will meet your PDH or CEU requirements. 

Who Should Attend:

  • Managers, owners, and operators of water systems serving less than 10,000 people, or wastewater systems with an average daily flow of less than 1 million gallons
  • Decision-makers for water and wastewater utilities, including mayors, finance officers, utility managers, public works directors, city councilors, board members, tribal council members, and clerks
  • Consultants and technical assistance providers serving water and wastewater systems

Partners: 

 

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VT Training | Setting the Right Rates for Your System https://efcnetwork.org/event/vt-training-setting-the-right-rates-for-your-system/?utm_source=rss&utm_medium=rss&utm_campaign=vt-training-setting-the-right-rates-for-your-system Mon, 15 Aug 2022 14:42:50 +0000 https://efcnetwork.org/?post_type=event_listing&p=22738 Location | VT ANR Annex – 190 Junction Rd, Berlin, VT 05602 Description: Water and wastewater systems have a variety of priorities that proper rate setting can help achieve. In this workshop we will explore how small water and wastewater systems can structure rates and price water and wastewater to recover the full cost of […]

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Location | VT ANR Annex – 190 Junction Rd, Berlin, VT 05602

Description: Water and wastewater systems have a variety of priorities that proper rate setting can help achieve. In this workshop we will explore how small water and wastewater systems can structure rates and price water and wastewater to recover the full cost of providing service today and into the future. In this workshop we will also examine how rate setting can help systems meet multiple objectives and learn to assess the affordability of utility service to the low-income customer. Finally, we will learn how to calculate financial metrics and use them to assess your system’s fiscal health.

Leaning Objectives:

  • Develop rate setting objectives
  • Determine the cost of providing water service
  • Anticipate changes in revenues year-to-year by changes in use
  • Measure the affordability of rates for all of your customers
  • Create rate structures that reflect your rate setting objectives
  • Understand how to calculate and use financial benchmarks to assess the fiscal health of your system

Trainer: Evan Kirk, Project Director, Environmental Finance Center at UNC-Chapel Hill

Cost: Complimentary.

Continuing Education Units: Approved for 6.5 TCHs for Water Operators and 5.5 TCHs for VT Wastewater Operators by VT DEC.

Who Should Attend:

  • Managers, owners, and operators of water systems serving less than 10,000 people, or wastewater systems with an average daily flow of less than 1 million gallons
  • Decision-makers for water and wastewater utilities, including mayors, finance officers, utility managers, public works directors, city councilors, board members, tribal council members, and clerks
  • Consultants and technical assistance providers serving water and wastewater systems

Partners:

The post VT Training | Setting the Right Rates for Your System first appeared on Environmental Finance Center Network.

The post VT Training | Setting the Right Rates for Your System appeared first on Environmental Finance Center Network.

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WV Online Training | Introducing the West Virginia Water Rates Dashboard https://efcnetwork.org/event/wv-online-training-introducing-the-west-virginia-water-rates-dashboard/?utm_source=rss&utm_medium=rss&utm_campaign=wv-online-training-introducing-the-west-virginia-water-rates-dashboard Wed, 10 Aug 2022 19:26:18 +0000 https://efcnetwork.org/?post_type=event_listing&p=22697 Description: Tune in for a no-cost, 60-minute, interactive webinar to learn about the West Virginia Water Rates Dashboard, as well as information about benchmarks for sustainable rates and finances for your system. Learn how to use this free tool to make sound financial decisions for your utility. Learning Objectives: Learn how to use four benchmarking […]

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Description: Tune in for a no-cost, 60-minute, interactive webinar to learn about the West Virginia Water Rates Dashboard, as well as information about benchmarks for sustainable rates and finances for your system. Learn how to use this free tool to make sound financial decisions for your utility.

Learning Objectives:

  • Learn how to use four benchmarking dials (rates comparison, conservation pricing signal, affordability, and cost recovery) to improve utility financial decision-making
  • Learn how to make meaningful comparisons between utilities based on system characteristics, customer demographics, and geography

Trainer: Evan Liebgott, Research Assistant, Environmental Finance Center at the University of North Carolina

Certificate: This training is NOT pre-approved for Continuing Education Credit, but attendees will receive a certificate of attendance for their personal record. 

Who Should Attend:

  • Managers, owners, and operators of water systems serving less than 10,000 people
  • Decision-makers for water utilities, including mayors, finance officers, utility managers, public works directors, city councilors, board members, tribal council members, and clerks
  • Consultants and technical assistance providers serving water systems

Partners:

The post WV Online Training | Introducing the West Virginia Water Rates Dashboard first appeared on Environmental Finance Center Network.

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NH Training | Setting the Right Rates for Your System https://efcnetwork.org/event/nh-training-setting-the-right-rates-for-your-system/?utm_source=rss&utm_medium=rss&utm_campaign=nh-training-setting-the-right-rates-for-your-system Mon, 08 Aug 2022 14:06:44 +0000 https://efcnetwork.org/?post_type=event_listing&p=22669 Location | New Hampshire National Guard Training Center, Room 117 A, B, C – 96 Sheep Davis Rd, Pembroke, NH 03275 Description: Water and wastewater systems have a variety of priorities that proper rate setting can help achieve. In this workshop we will explore how small water and wastewater systems can structure rates and price […]

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The post NH Training | Setting the Right Rates for Your System appeared first on Environmental Finance Center Network.

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Location | New Hampshire National Guard Training Center, Room 117 A, B, C – 96 Sheep Davis Rd, Pembroke, NH 03275

Description: Water and wastewater systems have a variety of priorities that proper rate setting can help achieve. In this workshop we will explore how small water and wastewater systems can structure rates and price water and wastewater to recover the full cost of providing service today and into the future. In this workshop we will also examine how rate setting can help systems meet multiple objectives and learn to assess the affordability of utility service to the low-income customer. Finally, we will learn how to calculate financial metrics and use them to assess your system’s fiscal health.

Leaning Objectives:

  • Develop rate setting objectives
  • Determine the cost of providing water service
  • Anticipate changes in revenues year-to-year by changes in use
  • Measure the affordability of rates for all of your customers
  • Create rate structures that reflect your rate setting objectives
  • Understand how to calculate and use financial benchmarks to assess the fiscal health of your system

Trainer: Evan Kirk, Project Director, Environmental Finance Center at UNC-Chapel Hill

Cost: Complimentary.

Continuing Education Units: Approved for 6 Training Contact Hours by NHDES DWGB for Drinking Water Operators.

Who Should Attend:

  • Managers, owners, and operators of water systems serving less than 10,000 people, or wastewater systems with an average daily flow of less than 1 million gallons
  • Decision-makers for water and wastewater utilities, including mayors, finance officers, utility managers, public works directors, city councilors, board members, tribal council members, and clerks
  • Consultants and technical assistance providers serving water and wastewater systems

Partners:

The post NH Training | Setting the Right Rates for Your System first appeared on Environmental Finance Center Network.

The post NH Training | Setting the Right Rates for Your System appeared first on Environmental Finance Center Network.

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