Rate-Setting Essentials

Rate-Setting Essentials: Connecting Financial Planning, Cost-of-Service and Rate Design

AWWA’s long-standing Seminar has been revamped and updated for 2023! This three-day in-person Seminar provides an updated lens on how to evaluate and develop financial policies and proposed rates that are cost-based and equitable. Additionally, this Seminar will give guidance on how to effectively communicate those policies and rate impacts to customers in these current times.  The program combines time honored strategies with modern approaches to get the rate levels your utility needs to be successful, while still promoting community objectives. Visit our COVID-19 resources page for details on AWWA's current response to the pandemic.

2023 dates coming soon!

Thank you to all who joined us, November 14-16, 2022 in Cincinnati, Ohio. Dates for 2023 will be established soon. 


Who Attends 

  • Water utility managers 
  • Rate analysts or designers 
  • Accounting or budget professionals 
  • Utility board members 
  • Municipal or regional government officials 
  • Water rate attorneys

Register early for the best rates! 

Sample Registration Rates
 
Member 
Early
Non member 
Early
Member 
Late
Non member 
Late
Seminar Registration  
Includes Day 1 lunch
$945 $1045  $1045  $1145
   

 

 

Seminar Cancellation Policy: Cancellations must be received in, writing and faxed or mailed to AWWA. Phone cancellations are not accepted. All cancellations postmarked/fax-dated by early deadline will receive a refund, minus a 25% administrative fee. Cancellations post-deadline will not be refunded; however, substitute registrants are welcome, if pre-approved in writing.

 

 

Learning Objectives

  • Evaluate financial policies and rate impacts
  • Develop defendable policies that are fair, equitable and objective
  • Get the rate your utility needs to be successful and still promote community objectives
  • Avoid rate shock by using proven techniques for capital budgeting and analysis
  • Establish cost-of-service rates by applying fundamental methodologies
  • Set fair revenue requirements Classify and allocate costs equitably

Schedule at a glance*

Day One (6 Education Hours)
8:00 - 8:30 a.m.  Registration Open
8:30 - 10:00 a.m.  Financial Management, Policies, and Rates
10:00 - 10:15 a.m.  Break
10:15 a.m. - noon  Budgeting and Financing, Key Issues
noon - 1:00 p.m.  Lunch (Included)
1:00 - 3:00 p.m.  Consideration in Setting Utility Revenue Requirements
3:00 - 3:15 p.m.  Break
3:15 - 4:30 p.m.  Introduction to Cost of Service
   
Day Two (6 Education Hours)
8:30 - 10:30 a.m.  Water Cost of Service Case Study
10:30 - 10:45 a.m.  Break
10:45 a.m. - noon  Water Allocation Procedures
noon - 1:00 p.m.  Lunch (on your own)
1:00 - 4:30 p.m.  Water Distribution Procedures
3:00 - 3:15 p.m.  Break
4:30 - 6:00 p.m.  Optional Session: Fundamentals of  System Development Charges
   
Day Three (3 Credit Hours)   
8:30 - 10:30 a.m.  Wastewater Allocation and Distribution
10:30 - 10:45 a.m.  Break (Note: we will work through the lunch hour today)
10:45 a.m. - 2:00 p.m.  Water and Wastewater Rate Design
   

Who Should Attend?

  • Water utility managers 
  • Rate analysts or designers 
  • Accounting or budget professionals 
  • Utility board members 
  • Municipal or regional government officials 
  • Water rate attorneys

AWWA’s long-standing Seminar was revamped and updated in 2021. This three-day Seminar provides an updated lens on how to evaluate and develop financial policies and proposed rates that are cost-based and equitable. Additionally, this Seminar will give guidance on how to effectively communicate those policies and rate impacts to customers in these current times.  This program combines time honored strategies with modern approaches to get the rate levels your utility needs to be successful, while still promoting community objectives. 

Seminar includes lunch on day one, and a completion certificate. The AWWA M1 Principles of Water Rates, Fees and Charges manual is also available to seminar registrants at no additional cost (normally $106 member, $173 nonmember) and can be added to your purchase by checking the M1 Manual option during registration. Manual is optional and not required for the seminar.


*Subject to change

 

Todd Cristiano is a Manager at Raftelis Financial Consulting. He has over 17 years' experience - 11 years as a consultant to utilities and 6 1/2 years as the Manager of Rates at Denver Water. His work includes most municipal services; water, wastewater, reclaimed water, electric and sanitation utilities across the United States. His expertise includes financial planning, cost-of-service analysis, rate design and development of impact fees for both utility and general government. As a consultant and a former water utility employee, Mr. Cristiano knows first-hand the challenges of navigating rate studies from both sides of the table. Todd has a BS in Chemical Engineering from the University of Tulsa and an MBA from the University of Colorado.

 

Shawn Koorn is an associate vice president with HDR Engineering Inc. specializing in the area of cost of service and rates for municipal water, wastewater, stormwater, solid waste, and electric utilities. Shawn has over 15 years of experience in providing financial planning, cost benefit analysis, valuation studies, and rate and cost of service studies for municipal utilities across the United States and Canada.

 

 

 

 

 

 

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