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| Rate Setting Best Practices Guide NEW! |
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This guide covers dos and don'ts, myths and truths surrounding rate setting. |
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This book covers rate analysis and related rate setting issues. It is aimed, primarily, at decision-makers and staff of small to medium-sized utilities. |
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This guide is a companion to How to Get Great Rates, and covers things rate setters should know and do before and after rate analysis. |
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Advice to utility management and decision-makers in how to solicit effectively and choose the right utility rate analyst |
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A summary treatment of what it takes to set proper rates. This guide shows ratepayers what they should expect from their utility. |
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An Excel spreadsheet for equipment repair and replacement (R&R) scheduling and annuity calculation. Enter data and this spreadsheet will calculate the annual annuity needed to pay for it. |
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An Excel spreadsheet for capital improvements planning. Enter needs, schedule and funding anticipated over the next 10 years and this Excel spreadsheet will calculate the annual cost of cash-paid improvements and debt service. |
| CustomerCount |
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An Excel spreadsheet to inventory customer counts of water meter sizes and growth in customers. |
| Scoping Sheet |
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Questions we ask and information we gather when scoping rate analysis needs for prospective clients |
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Instructions for preparing the request for proposals and qualifications for rate analysis services, which follows |
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A RFPQ template, in Microsoft Word format, to use in getting rate analysis services |
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If you must have a "contract," this is a letter to append to our service proposal to turn it into one |
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Lists most of the data we need to do your rate analysis. To do a comprehensive analysis, you or anyone else would need to gather and use this same basic data set. |
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A sample file, in Excel format, for gathering customer usage data |
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Our complete listing of last 4-plus year’s clients and other qualifications |