This workshop will help ensure the financial stability of your water system while providing safe, quality drinking water at fair rates. Topics include financial management and planning of a water system fund including rates and rate setting, planning for capital expenses, and tracking and benchmarking financial performance. We will show how some of these financial best practices can facilitate in accessing external funding in the form of grants and loans.

You will learn how to:
1.  Assess and monitor financial performance
2.  Design appropriate rate structures and set fair rates that cover costs
3.  Plan to fund future capital costs
4.  Locate external funding sources (loans and grants)

Trainer: Stacey Isaac Berahzer – Senior Project Director, The Environmental Finance Center at The University of North Carolina

CEUs: This workshop was approved for 5 hours of water and wastewater course credit.

Contact: Allison Perch, perch@sog.unc.edu

Who Should Attend:
This workshop is designed for water systems serving 10,000 or fewer people (though systems of any size may attend), especially targeting local government systems facing financial challenges. Local government drinking water system managers, clerks, treasurers, elected officials, and others who budget and/or set rates are encouraged to attend. Owners of privately owned systems, consultants and technical assistance providers serving water systems are also invited to attend.

Workshop Partners:
               

and the Capital Region Planning Commission

Resources:
Introduction
Benchmarking
Rate Setting
Capital Planning
Asset Management
Affordability
Wrap Up
DOA OCD Grants Presentation