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If you cannot attend a NEWWA event you have registered for you must contact NEWWA in writing two business days prior to the start of a program to request a refund or credit minus a $30 administrative fee. If you contact NEWWA within one business day you will be charged 100% of the original course registration fee. This charge is non-refundable and non-transferable. Written refund/credit requests made for special circumstances will be considered if received within 2 weeks from the start date of the program. Credits issued are valid for 6 months from the date of the program.

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Title: Water Utility Ratemaking
Description: Whether a public entity or investor owned, water rates fuel every utility's operational and capital budget requirement engines. This course will provide a wide range of practical ratemaking information, useful to both water utility management and operations professionals. This course is broken into three segments: fundamental concepts; three mini workshops on conservation rates, non-rate revenue, and fund balances; and an informational session on how a utility can "sell" its rates to customers to close out the day. The small-group, facilitated workshops, which all attendees will move through, will optimize the learning process. Each attendee will have the opportunity to utilize ratemaking tools demonstrated in the morning session to sharpen essential skills throughout the workshops. Also, following the workshops each group will have the opportunity to share their outcomes and compare notes in a general session.
Who Should Attend: Superintendents, operators and other utility staff (including customer service) will find this seminar of interest and value. Water commissioners and other municipal officials can gain important insights into the ratemaking process as well. Consultants, regulators and organization managers and staff will find this seminar a solid overview or review.
Pre-requisites: None
CEUs: 0.6
Learning Objectives/Outcomes: Upon completion of this course and its three “self-contained” workshops you will be able to: Identify and describe each of the basic steps in the rate development process; Identify and describe sources of financial data and required reports; Identify and describe the rate-making steps applied in the “Base Case” model; Describe why a Cost of Service Study (COSS) is needed, identify the steps in a COSS, and describe the benefits of a COSS; Identify and describe the key steps and components in rate design which link rate structure to rate “load;” List five key alternative rate structures and describe how they are applied; and List five key factors that drive rate increases and describe two public outreach processes that can be implemented to “sell your rates.”
Learning Outcome/Assessment Method: As a “knowledge check” for you to measure what you’ve learned, the seminar’s afternoon session will feature a ninety-minute “Rate Making Workshop” actually comprised of three, distinct mini workshops. Attendees will form small breakout groups. A separate two person team of seminar presenters will facilitate each workshop (A, B, and C) and will move to each breakout group in sequence upon completion of each respective workshop. Through this process, all three groups will be able to “tackle” each of the three, thirty-minute ratemaking exercises, with the facilitators rotating through the three workshops in sequence: Workshop A: Conservation Rates (Inclining Block Rates, Seasonal Rates); Workshop B: Non-Rate Revenue; Workshop C: Fund Balance. These small group (low student/facilitator ratio) workshop sessions will optimize the learning process. Each group will have the opportunity to share their outcomes and “compare notes” in a general session debriefing following the workshop. Each attendee will have the opportunity to utilize ratemaking “tools” demonstrated in the morning session to underscore key concepts and sharpen essential skills during the workshop. The closing seminar segment: “Selling Your Rates” will serve as a “capstone” to the workshop, and the entire seminar program. In addition to the course’s breakout group-based interactive workshops and reports to the overall group, a multiple choice written self-assessment of learning outcomes will be administered following completion of the morning and afternoon sessions of the course. Each assessment will be comprised of a single, straight forward multiple choice question covering the core content of each instructional segment (presentation). There will be two additional multiple choice questions on general course information for a total of ten questions. Each multiple choice question will examine your knowledge and understanding with regard to key concepts and information presented in a given segment. There will be no trick questions. Following the completion of each assessment, a group review of the assessment will be conducted by the course facilitators and the NEWWA Education Staff proctor. Participants will “self correct” their assessments during this review and indicate their score on the top of their answer sheets. Participants must achieve a score of 7 out of 10 correct for a “passing grade”. Answer sheets will be submitted to/reviewed by NEWWA Education Staff proctors during the course sign-out process. Any participant who does not achieve the required passing score will meet with the NEWWA Education Staff proctor for an oral review/debrief following completion of the course. This will provide learners with an opportunity to re-examine assessment questions and answers, clarify information, and develop insight into their responses. It will also provide an opportunity to access additional learning support if needed.
Technology Requirements: None

Changed at: 7/14/2016 9:15 AM Changed by: Kirsten
Created at: 4/19/2011 8:47 AM Created by: Kirsten King

New England Water Works Association   125 Hopping Brook Road   Holliston, MA   01746   PH: (508) 893-7979   FAX:(508) 893-9898

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