Rate Setting - Environmental Finance Center Network https://efcnetwork.org Working together to solve funding challenges for environmental programs and promote a sustainable environment. Thu, 14 Sep 2023 04:45:18 +0000 en-US hourly 1 https://wordpress.org/?v=6.0 https://efcnetwork.org/wp-content/uploads/2022/05/cropped-favicon-32x32.png Rate Setting - Environmental Finance Center Network https://efcnetwork.org 32 32 POSTPONED | GA Training | Managing Your Water System Into the Future https://efcnetwork.org/event/ga-in-person-training-financial-sustainability/?utm_source=rss&utm_medium=rss&utm_campaign=ga-in-person-training-financial-sustainability Wed, 19 Jul 2023 15:25:48 +0000 https://efcnetwork.org/?post_type=event_listing&p=24679 Important Notice: This training has been POSTPONED until further notice. Please watch out for emails from the EFCN to learn when it has been rescheduled, or visit this page. Location: University of North Georgia, Professional & Continuing Education Room #101; 25 Schultz Avenue, Dahlonega, GA 30533 Description: Running a small system can be challenging. Along with […]

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Important Notice: This training has been POSTPONED until further notice. Please watch out for emails from the EFCN to learn when it has been rescheduled, or visit this page.

Location: University of North Georgia, Professional & Continuing Education Room #101; 25 Schultz Avenue, Dahlonega, GA 30533

Description: Running a small system can be challenging. Along with meeting regulatory obligations and satisfying customer expectations, you may have issues with aging infrastructure, lack of personnel, and limited financial resources. Furthermore, small systems often cost more to operate per capita than large systems because of economy of scale. In this workshop you will learn financial management and rate setting strategies to help improve your financial sustainability. There will also be a session of funding and financing opportunities in the state of Georgia.

You will learn how to:

  • Use financial benchmarks to evaluate your system’s financial performance and plan for financial sustainability
  • Understand asset management concepts and techniques for long-term financial performance
  • Rate-setting strategies and concepts for zero cost recovery
  • Understand how financial sustainability influences access to grant and funding opportunities

Trainers: Melanie Sanchez, Project Director; and Emma Copenhaver, Project Analyst, UNC Environmental Finance Center 

CEs: This course is approved for 6 Management and Safety (MS) points by the Georgia State Board of Examiners for Certification of Water and Wastewater Treatment Plant Operators and Laboratory Analysts.

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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TX Online Training | Setting the Right Rates for your System https://efcnetwork.org/event/tx-online-training-setting-the-right-rates-for-your-system/?utm_source=rss&utm_medium=rss&utm_campaign=tx-online-training-setting-the-right-rates-for-your-system Fri, 19 May 2023 13:12:41 +0000 https://efcnetwork.org/?post_type=event_listing&p=24355 Description: Managing a water system requires knowledge and action on financial and technical issues, as well as successful communication with the Board to receive support for key decisions involving rates, budgets, and capital improvements. This workshop will survey the basics of financial management of small wastewater systems and provide tips for working with the Board. It […]

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Description: Managing a water system requires knowledge and action on financial and technical issues, as well as successful communication with the Board to receive support for key decisions involving rates, budgets, and capital improvements. This workshop will survey the basics of financial management of small wastewater systems and provide tips for working with the Board. It is ideal for people who are not yet very experienced in utility financial management, or who are in charge of ensuring that the systems’ assets are maintained in the long-term, or who communicate directly with the Board on matters of utility finance.

Learning Objectives:

  • Develop rate-setting and benchmarking 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
  • Learning how to communicate with Board Members

Trainer: Anna Patterson, Project Director, UNC Environmental Finance Center 

CEUs: This training has been approved for 2.0 continuing education credit hours for water and wastewater operators by the TCEQ.

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-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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MD Online Training | Systems Operations and Rate Setting for Elected Officials https://efcnetwork.org/event/md-online-training-systems-operations-and-rate-setting-for-elected-officials/?utm_source=rss&utm_medium=rss&utm_campaign=md-online-training-systems-operations-and-rate-setting-for-elected-officials Fri, 24 Mar 2023 15:47:41 +0000 https://efcnetwork.org/?post_type=event_listing&p=24041 Description: Attend this two-hour live virtual workshop to understand better financial benchmarks that can help you support utility operations for today and tomorrow. This training will cover what options you have when setting rates to balance financial sustainability and the impact on customers. Trainer: Hope Thomson, Project Director; and Alicea Easthope-Frazer, Project Director, UNC Environmental Finance […]

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Description: Attend this two-hour live virtual workshop to understand better financial benchmarks that can help you support utility operations for today and tomorrow. This training will cover what options you have when setting rates to balance financial sustainability and the impact on customers.

Trainer: Hope Thomson, Project Director; and Alicea Easthope-Frazer, Project Director, UNC Environmental Finance Center 

CEs: This workshop has been approved for 2.0 Continuing Education Hours (CEs) for Maryland superintendents.

Who Should Attend:

  • Managers, owners, and operators of water or wastewater systems
  • 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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NM Online Training | Financial Management and Benchmarking for Small Wastewater Systems https://efcnetwork.org/event/nm-online-training-financial-management-and-benchmarking-for-small-wastewater-systems/?utm_source=rss&utm_medium=rss&utm_campaign=nm-online-training-financial-management-and-benchmarking-for-small-wastewater-systems Mon, 12 Sep 2022 19:21:21 +0000 https://efcnetwork.org/?post_type=event_listing&p=22999 Description: This training will discuss how to think about the wastewater system as a financial entity and will examine the key financial indicators that allow wastewater systems to make informed decisions in planning and investment. Participants will learn how to calculate and interpret a wastewater system’s operating ratio, debt service coverage ratio, current ratio, and […]

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Description: This training will discuss how to think about the wastewater system as a financial entity and will examine the key financial indicators that allow wastewater systems to make informed decisions in planning and investment. Participants will learn how to calculate and interpret a wastewater system’s operating ratio, debt service coverage ratio, current ratio, and days of cash on hand. We will also discuss how funders use these numbers in deciding whether or not to loan systems money needed for capital improvements. 

You will learn how to:  

  • Incorporate good financial practices into setting a budget
  • Calculate and interpret basic financial benchmarks
  • How to plan for current and future capital investment needs

Trainer: Anna Patterson, Project Director, Environmental Finance Center at the University of North Carolina

CEUs: Approved for 1.0 Training Credit for NM Water & Wastewater Utility Operators.


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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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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VA Training | Setting the Right Rates for Small Drinking Water Systems https://efcnetwork.org/event/va-training-setting-the-right-rates-for-small-drinking-water-systems/?utm_source=rss&utm_medium=rss&utm_campaign=va-training-setting-the-right-rates-for-small-drinking-water-systems Fri, 05 Aug 2022 17:43:13 +0000 https://efcnetwork.org/?post_type=event_listing&p=22662 Location | Southside Community College, Banquet Room – 316 N. Main Street, Chase City, VA 23924 Description: This workshop will help ensure the financial stability of your water system while providing safe, quality drinking water at fair rates. We will focus on how systems can select rate setting objectives and match those with appropriate rate […]

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Location | Southside Community College, Banquet Room – 316 N. Main Street, Chase City, VA 23924

Description: This workshop will help ensure the financial stability of your water system while providing safe, quality drinking water at fair rates. We will focus on how systems can select rate setting objectives and match those with appropriate rate structures. This workshop is designed for water systems serving 10,000 or fewer people, especially targeting local government systems facing financial challenges. Information will be shared in lecture format, through interactive exercises, sharing of case examples, and by soliciting and answering participant system-specific questions.

Leaning Objectives:

  • Develop rate setting objectives
  • Determine the cost of providing wastewater 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

Trainer: Andrew Waters, Project Director, Environmental Finance Center at UNC – Chapel Hill

Cost: Free

Continuing Education Units: Those who attend will receive a Certificate of Attendance that they may self-submit for Continuing Education Credit.

Please Note: Lunch will not be provided and is the responsibility of attendees.

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 VA Training | Setting the Right Rates for Small Drinking Water Systems first appeared on Environmental Finance Center Network.

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