Rate-Setting Essentials
September 15-17, 2025
Orlando, FL
Rate-Setting Essentials
Connecting Financial Planning, Cost-of-Service & Rate Design
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.
2025 Registration is Open!
2025 dates announced!
Dates & Location:
September 15-17, 2025
Rosen Centre Hotel
Orlando, Florida
Registration Fee:
$1,025 Member
$1,275 Non-member
Who Attends
Water utility managers
Finance professionals
Rate analysts or designers
Accounting or budget professionals
Utility board members
Consultants
Municipal or regional government officials
Water rate attorneys
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Seminar Agenda
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.
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 (Six 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
*Subject to change
M1 Principles of Water Rates, Fees, and Charges
AWWA’s M1 Principles of Water Rates, Fees and Charges manual (digital PDF) is provided to seminar registrants at no additional cost (normally $136 member, $199 non-member).
Paid registrants will receive M1 access instructions near the start date of the seminar.
Rosen Centre Hotel
9840 International Dr, Orlando, FL 32819
Designed around your comfort, the Rosen Centre Hotel’s award-winning services and amenities create a stylish and sophisticated conference experience. This luxury hotel marks the center point of business, entertainment, and convenience on Orlando’s famed I-Drive.
Hotel Reservations
The seminar is co-located with AWWA’s Water Infrastructure Conference. A small block of sleeping rooms has been arranged at the venue. Limited available until August 10, or until sold out – whichever occurs first. Book today!
Rosen Centre Hotel
9840 International Dr, Orlando, FL 32819
Located only fifteen minutes from Orlando International Airport, the Rosen Centre Hotel brings you within minutes of all the attractions, entertainment, and conference facilities that make Orlando the ideal destination.
Meet Our Experts
Shawn Koorn
Associate Vice President, HDR Engineering Inc
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Todd Cristiano
Manager, Raftelis Financial Consulting
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