Virginia | Rates and Finance Workshop for Small Systems

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Date(s) - 05/11/2017
9:00 am - 4:30 pm
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The Institute for Advanced Learning and Research


This workshop will help ensure the financial stability of your water system while providing safe, quality drinking water at fair rates. Topics include all aspects of financial management and planning of a water system fund including rates and rate setting, controlling costs, planning for capital expenses, accessing external funding, tracking and benchmarking financial performance, and other Enterprise Fund issues that small water systems face.

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)

This workshop is designed for local government drinking water system managers, clerks, treasurers, elected officials, and others who budget and/or set rates.

Trainers: Glenn Barnes, Associate Director – The Environmental Finance Center at The University of North Carolina

Contact: Allison Perch,

CEUs: This workshop has been submitted to the state for CEUs

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. Owners of privately owned systems, consultants and technical assistance providers serving water systems are also invited to attend.


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Introduction and Water Finance 101
Assessing Financial
Capital Finance
Resources Packet

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