Publications

Publications, Tools, Presentations - Filter Results

Connecticut Water and Wastewater Rates Dashboard
David Tucker, Annalee Harkins
Tool; Dashboard, 02/17/2017

The Connecticut Water and Wastewater Rates Dashboard is designed to assist utility managers and local officials with analyzing residential water and wastewater rates against multiple characteristics, including customer base socioeconomic conditions, system characteristics, and geography.

Water and Wastewater Rates Analysis Model
Shadi Eskaf, Daniel Irvin
Tool; Calculator, 01/12/2017

Use our free Water and Wastewater Rates Analysis Model to help set water and/or wastewater rates next year by projecting the utility's expenses, revenues from rates, and fund balance for the next few years. Data inputs are minimal, and the tool has been updated to offer several new features and improvements to make it easier to test scenarios and help determine whether the utility needs to adjust rates in order to achieve financial sufficiency.

Financial Health Checkup for Water Utilities
Shadi Eskaf, Glenn Barnes
Tool; Calculator, 02/19/2016

Use our free tool to assess the financial performance of your water and/or wastewater utility fund. This tool translates financial data readily available in your annual financial statements into key financial indicators that measure a variety of important metrics, such as the ability to pay debt service, availability of cash to pay for operations and maintenance, the sufficiency of revenues generated, etc. The tool demonstrates the financial strengths and weaknesses of the utility fund in the past 5 years.

Virginia Water and Wastewater Rates Dashboard
David Tucker, Annalee Harkins
Tool; Dashboard, 01/18/2018

This Rates Dashboard allows water and wastewater utilities across the State of Virginia to compare and benchmark their rates, affordability, rates characteristics and financial practices. Data were provided by Draper Aden Associates in their Annual Virginia Water & Wastewater Rates Survey.

Northeastern Illinois Water and Wastewater Rates Dashboard
Annalee Harkins
Tool; Dashboard, 02/17/2017

This interactive Rates Dashboard is designed to assist utility managers, finance directors, Board members, state and local officials, reporters, and customers in comparing their residential water and wastewater rates against multiple characteristics, including utility finances, system size, customer base demographics, and geography. Rates data for this dashboard are drawn from the 2016 water and wastewater rates survey IISG-15-007 conducted by the Illinois-Indiana Sea Grant Program for municipal utilities in the seven-county Chicago Metropolitan area (Cook, DuPage, Kane, Kendall, Lake, McHenry, and Will).

Water and Wastewater Residential Rates Affordability Assessment Tool
Shadi Eskaf, Glenn Barnes
Tool; Calculator, 02/02/2017

A simple do-it-yourself Excel tool that guides a utility to assess the relative affordability of its water and wastewater rates on its residential customers using multiple metrics. Affordability is assessed for the average customer, low-income customers, and a full range of households based on their various income levels, both all households and only homeowners. The tool also allows for a new rate structure to be entered to see how affordability compares from one rate structure to the next.

Georgia Water and Wastewater Rates Dashboard
Shadi Eskaf, David Tucker, Annalee Harkins
Tool; Dashboard, 09/15/2016

Our Georgia interactive rates and financial benchmarking dashboard has a new look and many new features and functions. It is designed to assist utility managers and local officials with analyzing residential water and wastewater rates against multiple characteristics, including utility finances, system characteristics, customer base socioeconomic conditions, and geography.

Massachusetts Water and Wastewater Rates Dashboard
David Tucker
Tool; Dashboard, 09/09/2016

The interactive Massachusetts Water and Wastewater Rates and Financial Benchmarking Dashboard is designed to assist utility managers and local officials with analyzing residential water and wastewater rates against multiple characteristics, including utility finances, system characteristics, customer base socioeconomic conditions, and geography.

Alabama Water and Wastewater Rates Dashboard
David Tucker
Tool; Dashboard, 08/19/2016

This interactive Rates Dashboard is designed to assist utility managers and local officials analyze residential water and sewer rates of Alabama's utilities against multiple characteristics, including utility finances, system characteristics, customer base socioeconomic conditions, and geography.

North Carolina Water and Wastewater Rates Dashboard
Shadi Eskaf, David Tucker
Tool; Dashboard, 03/30/2016

This interactive rates and financial benchmarking dashboard is designed to assist utility managers and local officials with analyzing residential water and wastewater rates against multiple characteristics, including utility finances, system characteristics, customer base socioeconomic conditions, and geography.

Plan to Pay: Scenarios to Fund your C.I.P.
Shadi Eskaf
Tool; Calculator, 11/05/2015

Enter in all capital projects and this tool will project your fund balance (revenues, expenses and reserves), and necessary rate increases for the next 20 years, and more!

Water Utility Revenue Risk Assessment Tool
Shadi Eskaf
Tool; Calculator, 01/06/2014

As part the Defining a Resilient Business Model for Water Utilities project, the EFC developed this tool to allow utilities and technical assistance providers to quickly determine the proportion of residential revenues from water sales that may be at risk of loss when residential customers change demand patterns. When residential customers reduce demand, utilities collect less revenue from customer sales than anticipated. Utilities often ask how much of their revenues are really and realistically at risk of loss if their customers lower their consumption.

Water Utility Customer Assistance Program Cost Estimation Tool
Shadi Eskaf, Andrew Westbrook
Tool; Calculator, 01/06/2014

This tool was developed by the Environmental Finance Center for the Water Research Foundation as part of the Defining Resilient Business Models for Water Utilities project. The tool is designed to help water utilities estimate the costs of implementing a customer assistance program.

Texas Water and Wastewater Rates Dashboard
David Tucker, Annalee Harkins
Tool; Dashboard, 10/31/2016

Announcing our new and improved, interactive 2016 Texas Water and Wastewater Rates Dashboard. Created in collaboration with the Texas Municipal League, it is designed to assist utility managers and local officials with analyzing residential water and wastewater rates against multiple characteristics.


Prototype Rates Dashboard for Colorado Water and Wastewater Utilities
Shadi Eskaf
Tool; Dashboard, 07/25/2016

This interactive rates and financial benchmarking dashboard is designed to assist utility managers and local officials with analyzing residential water and wastewater rates against multiple characteristics, including utility finances, system characteristics, customer base socioeconomic conditions, and geography. Funding assistance was provided by Ceres.

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