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(pdf and ppt presentations)
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(upcoming and recorded)

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Upcoming Events and Trainings

Sustainable Finance for Tribal Wetlands Programs
EPA Region 10 Training: December 8, 2009, Spokane, WA
EPA Region 9 Training: December 10, 2009, San Francisco, CA

The EFC will lead one-day interactive workshops on sustainable finance, including sessions on federal grants for wetlands, innovative tribal finance approaches, partnership opportunities, and program marketing.
Annual Water and Wastewater Finance Workshop
Water Management Leadership Program, UNC Environmental Finance Center
January 26-27, 2009

EFC's annual water and wastewater infrastructure funding strategies workshop provides utility practitioners with new skills and up-to-date information on infrastructure finance planning strategies and funding resources. This workshop is part of the EFC's Water Management Leadership Program.
Sustainable Finance for State and Tribal Wetlands Programs
EPA Region 1 Training: March 10, 2010, Chelmsford, MA
EPA Region 8 Training: September 24, 2010, Bozeman, MT

The EFC will lead one-day interactive workshops on sustainable finance, including sessions on federal grants for wetlands, innovative tribal and state finance approaches, partnership opportunities, and program marketing.

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Past Events and Trainings (sorted chronologically by subject)

Trainings on Wetlands and Watersheds Trainings on Water and Wastewater Trainings on Land Trainings on Energy and Sustainability Trainings on Waste Management Trainings on Other Adaptive Strategies
Wetlands and Watersheds Water and Wastewater Land Energy and Sustainability Waste Management Other Adaptive Strategies

 

Trainings on Wetlands and Watersheds Wetlands and Watersheds Back to Past Events
Watershed Finance and Performance Measurement (pdf)
Center for Watershed Protection's Watershed Institute
September 22-25, 2009, Columbia, SC

The Center for Watershed Protection created an interactive, four-day learning experience called the Watershed Institute, specifically designed to help public and private sector watershed professionals. Glenn Barnes from the EFC presented a two-part presentation on watershed finance and performance measurement.
Watershed Financing and Grant Writing
Soil and Water Conservation District Manager Meeting
June 23, 2009, McComb, MS

Glenn Barnes presented on tools for watershed finance, including examples throughout the southeast. Grant writing tips were also presented.
Sustainable Finance for State Wetlands Programs
EPA Region 3 Training
June 11, 2009, Annapolis, MD

EFC's Glenn Barnes led a day-long interactive workshop on sustainable finance, including sessions on federal grants for wetlands, innovative state finance approaches, partnership opportunities, and program marketing.
Environmental Initiatives in Chatham County, NC (videos)
North Carolina Sea Grant's Coastal Growth Strategies Workshop
May 7, 2009, Wilmington, NC

The EFC co-hosted this workshop for local officials, and presented videos showcasing Chatham County's initiatives intended to balance the county's environmental and economic development needs, addressing subdivision regulations, zoning ordinances, watershed protections, erosion control, stormwater management, and land use planning. Click here to download a 4-page checklist and guidelines of financial planning ideas for environmental advocates (pdf).
Sustainable Finance for State Wetlands Monitoring Programs Webinar (recording)
Environmental Finance Center Webinar Series
April 23, 2009, online webinar
A webinar on innovative financing strategies for state wetlands monitoring programs, including Federal grants, generating funds through the state, partnering with other units of government and/or non-governmental agencies. Click here for the PowerPoint slides.
Sustainable Finance for State and Tribal Wetlands Programs: Strategies to Market Your Work More Effectively (pdf)
State/Tribal/Federal Coordination Meeting: Opportunities to Streamline and Integrate Section 404 with Other Clean Water Act Programs through State/Tribal Leadership
Association of State Wetland Managers

March 18, 2009, Shepherdstown, WV
EFC’s Glenn Barnes presented a 90 minute interactive session on identifying stakeholders and marketing to them.
Stormwater Finance and Management in West Virginia
Environmental Finance Center training course
March 12-13, 2009, Charleston, WV
Multiple presentations providing an in-depth introduction to planning and funding stormwater programs and utilities.
Getting the Incentives Right: Paying for and Promoting Stormwater Management (pdf)
Sustainable Development in Coastal South Carolina: Low Impact Development Summit
March 10, 2009, Beaufort, SC

Andrew Westbrook presented on how to pay for and promote stormwater management techniques.
Funding Stormwater Programs (pdf)
Southeast Stormwater Policy Meeting, River Network
March 3-4, 2009, Atlanta, GA

Stacey Isaac Berahzer gave a presentation and led a discussion on stormwater program funding.
Financing Wetland Monitoring and Other Wetland Program Implementation (pdf)
Surface Water Monitoring and Standards (SWiMS) Meeting
EPA Region 5
Feb. 11, 2009, Chicago, IL
EFC’s Glenn Barnes presented on financing strategies for state and tribal wetlands monitoring programs as well as tips for promoting wetlands programs through the media.
Sustainable Finance for State and Federal Wetland Programs (pdf)
National Wetlands Monitoring and Assessment Workgroup national training workshop
December 3, 2008, Crystal City, VA
Sustainable Financing for State and Tribal Wetland Programs Webinar (link to recording)
October 15, 2008
Information on potential funding mechanisms for state and tribal wetland programs; an overview of current strategies for financing wetland programs; how to identify what has been working and why; an overview of funding sources from federal agencies, and how best to access these sources; and tips on marketing a wetlands program to state legislators and to stakeholders.
(Also see more resources on sustainable financing for wetland programs.)
Stormwater Finance: How do you pay? (pdf)
Comprehensive Water Resources and Stormwater Management (NC American Public Works Association conference)
Sept 8-9, 2008, Wilmington, NC

A presentation on the components of and financing strategies for stormwater programs.
In Search of the Golden Egg: Sustainable Financing for Watershed Protection (pdf)
2008 Southeast Watershed Roundtable: Building Sustainable Communities for the 21st Century
August 14, 2008, Charleston, SC

Jeff Hughes gave a presentation on sustainable revenue sources.
Stormwater program management in North Carolina today: Top findings
StormCom 2008
August 5, 2008, Orlando, FL

Presentation on a survey of 164 jurisdictions across North Carolina that manage stormwater using structural best management practices.
Stormwater Finance and Management
UNC School of Government training course
June 24-25, 2008, Chapel Hill, NC
Multiple presentations providing an in-depth introduction to planning and funding stormwater programs and utilities.
Funding Watershed Management Projects (pdf)
Georgia Environmental Conference
August 22-24, 2007, Savannah, GA
The EFC served on a panel for the topic “Watershed Management and Case Studies.”
2007 Annual Southeast Watershed Roundtable: Sustaining Our Water Infrastructure through Watershed-based Approaches
August 1-3, 2007, Braselton, Georgia
EFC co-hosted this roundtable and also presented a half-day workshop on “Finding the Money to Turn Great Ideas into Real Community Projects” (pdf).
Stormwater Finance and Management
Water Management Leadership Program, UNC Environmental Finance Center
June 20-21, 2007, Chapel Hill, NC

This course provided local government managers, finance directors, planners, and public works officials with an in-depth introduction to planning and funding stormwater programs and utilities.
Improving your Water Quality in Dollars and Sense (pdf)
DeKalb County Stormwater Management Symposium
June 5th, 2007, Clarkston, GA
A presentation on how septic tank repairs and best management practices, such as detention pond upkeep, can be funded.
Funding Stormwater Services and Programs (pdf)
South Carolina Stormwater Forum, University of South Carolina Institute for Public Service and Policy Research
May 8, 2007, Columbia, SC
A presentation given the South Carolina Stormwater Forum. This event brought key partners together to learn more about the Phase II National Pollutant Discharge Elimination System (NPDES) Permit requirements and to explore best practices in financing and minimum control measures.
Finding Innovative Solutions to Common Problems in Stormwater Management
2006 Southeast Stormwater Association Conference
November 1-3, 2006, Charlotte, NC
This seminar was presented by the Southeast Stormwater Association (SESWA), of which the EFC is a sponsor. EFC also gave two presentations at this seminar (click link for more information).
The Great Environmental Finance Debate (pdf)
Southeast Watershed Forum
August 3, 2006, Asheville, NC
A presentation given at the Southeast Watershed Forum, sponsored by the Southeast Watershed Roundtable and the North Carolina Statewide Roundtable. The forum was held to foster dialogue and cooperation on watershed programs among watershed stakeholders.
Stormwater Finance and Management
Water Management Leadership Program, UNC Environmental Finance Center
June 21-22, 2006, Chapel Hill, NC

This EFC course provided local government officials with an in-depth introduction to planning and funding stormwater programs and utilities.
Financing local government stormwater programs: Examples from North Carolina
Joint Southeastern Stormwater Management and Erosion and Sediment Control Conference
October, 2005, Peachtree City, GA

EFC co-sponsored this conference and also gave a presentation on financing local government stormwater programs. The conference's focus was on sharing ideas for successful local programs to meet the various requirements of EPA's NPDES Phase II program. During the conference, local governments, watershed organizations, industry professionals, and consultants shared strategies for involving and educating communities for improving stormwater quality.
Protecting Your Drinking Water at its Source (pdf)
Clean Water for North Carolina
September, 2005, Greensboro, NC
In addition to co-sponsoring this conference, EFC led a session on strategies and tips for organizations interested in working on source water protection projects with local governments.

 

Trainings on Water and Wastewater Water and Wastewater Back to Past Events
Subsidization in State Revolving Loan Funds: Where is it Going and Why?
Council of Infrastructure Financing Authorities' 2009 State Revolving Fund Workshop
November 2, 2009, Seattle, WA

This EFC-organized session explored subsidization practices employed by SRF programs across the country. The session included an overview of the various techniques (below market interest rates, grants, principal forgiveness) states have used to promote state policy objectives, affordabilitiy approaches and experiences from two states (GA and PA).
Georgia Water and Sewer Rates in 2009 (recording)
Environmental Finance Center Webinar Series
October 29, 2009, online webinar

Results from the 2009 Georgia rates survey of 471 utilities. Reviewed residential and commercial rates, compared asset management and financial management practices among public community water and sewer systems across Georgia, and examined pricing trends that have developed over the last three years of the survey. For more information about GA water and sewer rates, go to the project page.
The Evolution of Stormwater Regulation: From Day 2 to Phase 2 and Beyond
North Carolina American Public Works Association
October 29, 2009, Raleigh, NC

Richard Whisnant presented to the NCAPWA on the evolution of stormwater requirements in NC and the future need to integrate stormwater quality controls with water supply concerns.
Hot Topics in Water Finance and Governance
UNC Environmental Finance Center course and Local Government Training Program at Western Carolina University
October 22, 2009, Montreat, NC

Designing rate structures in North Carolina, monitoring utility finances, finding funding for your source water protection, promoting conservation among utility customers, and avoiding potential pitfalls in regional partnerships between water systems.
Water Finance and Governance in North Carolina and Georgia (pdf)
Water Policy and Economics Conference, The Southern Regional Water Program
October 13, 2009, Gainesville, FL

Shadi Eskaf presented on the EFC's work assisting water utilities on rate setting, and how managers can more effectively communicate the need for rate increases by using the Rates Dashboards created for the states of NC, GA, VA and SC.

Utility Management in an Economic Downturn Seminar
Environmental Finance Center and NC American Water Works Association-Water Environment Association Finance Committee Seminar
October 8, 2009, Raleigh, NC

Multiple presentations on how water utilities can deal with financial difficulties tied to the current economic downturn, including ways to improve debt and revenue collection, and management practices such as debt, budgeting, and resource sharing.

Asset Management for Small Water Systems (pdf)
2009 Annual Conference of the AL/MS Section of the American Water Works Association
October 6, 2009, Biloxi, MS

Andrew Westbrook demonstrated how small water systems can utilize asset management to maintain and plan for the rehabilitation of their assets.
Doing More with Less: Financial Implications of Water Use Efficiency (pdf)
2009 Annual Conference of the AL/MS Section of the American Water Works Association
October 6, 2009, Biloxi, MS

Andrew Westbrook presented on unaccounted for and non-revenue water and their financial implications on water systems.
ARRA Section 1512 Sub-Recipient Reporting Requirements in Georgia (recording)
Environmental Finance Center Webinar Series: Georgia Environmental Facilities Authority
September 24, 2009, online webinar

Georgia Environmental Facilities Authority (GEFA) explained Section 1512 requirements on quarterly reporting for sub-recipients of ARRA funding from GEFA, what they must do to supply and certify necessary data, and how to do that using GEFA's online database. Click here to view presentation slides.
Water Resource Regulation in the Southeast: A Tar Heel Perspective
American Water Works Association's Southeastern States' Meeting on Water Issues
September 10, 2009, Atlanta, GA

Richard Whisnant presented the evolution of water resources management in the southeast from its roots in riparianism to greater regulation, as conflicts over water continue to rise. The presentation focused on recent developments in North Carolina water law.
Moving Beyond Water Lines: County Leadership and Water Sustainability
North Carolina Association of County Commissioners
August 27, 2009, Hickory, NC

Richard Whisnant and Jeff Hughes presented on the role of finance, governance, policy making and models and best practices for County Commissioners in their roles in water sustainability.
New Ways of Running an Old Business: Asset Management for Small Water Systems
Florida Rural Water Association Annual Conference
August 12, 2009, Daytona Beach, FL

Glenn Barnes, EFC, and Dr. Fred Bloetscher, Florida Atlantic University, presented on asset management for small water systems.
Finding the Right Balance of Water Pricing Objectives
Florida Rural Water Association Annual Conference
August 12, 2009, Daytona Beach, FL

Glenn Barnes, EFC, and Dr. Fred Bloetscher, Florida Atlantic University, presented on rate setting for small water systems, including how to balance competing objectives in the rate setting process.
Financial Planning and Rates
Georgia Associate of Water Professionals Pre-Conference Workshop
August 9, 2009, Savannah, GA

A 4-hour dialog on financial planning and rates that focused on the intersection of water rates, conservation and utility revenues. Click on the link to access four presentations.
Irrigation Metering Requirements and Drought Legislation in NC (recording)
Environmental Finance Center Webinar Series
August 3, 2009, online webinar

House Bill 2499 (the Drought Bill) requires water systems to install separate irrigation meters for all new residential, in-ground irrigation systems starting July 1, 2009. Erin Wynia, NC League of Municipalities, Shadi Eskaf and Andrew Westbrook, EFC, and Ron Hargrove, Winston-Salem City/County Utilities discussed implementing this requirement, and provided information about current practices and suggestions on charging irrigation customers. Copies of presentations in pdf: 2008 Drought Legislation Overview, Financial Planning for Residential Irrigation, and Irrigation Meters in Winston-Salem.

Water System Interconnections and Interlocal Agreements Tips (recording)
Environmental Finance Center Webinar Series
June 25, 2009, online webinar
Funded by the Public Water Supply Section of NC DENR, the EFC has produced new draft guidelines for to assist in the creation of water system interlocal agreements. Essential information and an inventory of the issues that need to be addressed in order to create successful interlocal agreement contracts were presented by Glenn Barnes and Jeff Hughes, along with the status of water system interconnections in NC. Click here for a copy of the powerpoint presentation. Written guidelines will be posted soon.

Water Rate Setting Guidelines (recording)
Environmental Finance Center Webinar Series
June 25, 2009, online webinar
Funded by the Public Water Supply Section of NC DENR, the EFC has produced new draft guidelines for water and wastewater utility managers on setting rates and designing rate structures that support the objectives and policies of the utility. Essential information and step-by-step instructions on the overall design of the rate structure were presented by Shadi Eskaf. Click here for a copy of the powerpoint presentation.

Getting the Price Right: Seven Not-So-Easy Steps to Water Pricing Happiness
North Carolina Small Towns Economic Prosperity Workshops, NC Rural Economic Development Center
June 24, 2009, Valdese, NC

Andrew Westbrook presented on building small water and wastewater systems' financial management capacity.
Water System Partnerships and Rate Setting Guidelines Webinar (by invitation only)
Online Training and Discussion with the Public Water Supply Staff at the NC Department of Environment and Natural Resources
June 4, 2009, online webinar

With funding by NC DENR, the EFC is drafting guidelines for water system partnerships and rate setting. The EFC used this invitation-only webinar to train Public Water Supply staff from NC DENR using the guidelines, and discuss making edits.
Crafting Interlocal Agreements that Work
North Carolina Rural Water Association Conference
May 14, 2009, Greensboro, NC

Jeff Hughes presented to water system board members new research and guidelines on crafting interlocal agreements to support interconnections and water sales between water systems.
Paying for Your Projects
North Carolina Rural Water Association Conference
May 13, 2009, Greensboro, NC

Jeff Hughes presented on how water systems can fund their operations and capital improvements, with some up-to-date information on what water systems are currently doing in North Carolina.
GEFA Clean Water and Drinking Water State Revolving Fund Program: Complying with the Terms of an ARRA Loan Webinar (recording)
Environmental Finance Center Webinar Series: Georgia Environmental Facilities Authority and the Georgia Environmental Protection Division.
May 13, 2009, online webinar

The Georgia Environmental Facilities Authority & the Georgia Environmental Protection Division provided information and answered questions about applying for, receiving and complying with the terms of an ARRA loan through the water and sewer SRF program. Click here to view Kevin Kelly's (GEFA) powerpoint slides, and here to view Ken Bryan's (EPD) powerpoint slides. A transcribed list of questions and answers will be provided by May 25.

State of Rates: North Carolina's Water and Wastewater Rates in 2009 (recording)
Environmental Finance Center Webinar Series
May 1, 2009, online webinar
A presentation by Shadi Eskaf and Chris Nida (North Carolina League of Municipalities) on current rates and rate setting practices in North Carolina, demonstration of the Rates Dashboards, discussion of rate structure designs, and explanation of new state law affecting the choice and use of specific water rate structures. Click here for the powerpoint slides.

Getting the Price Right: Seven Not-So-Easy Steps to Water Pricing Happiness
Lumber River Council of Government Training
April 23, 28 & 30, 2009, various locations in Lumber River COG region
Jeff Hughes, Shadi Eskaf, and Andrew Westbrook presented on building small water and wastewater systems' financial management capacity.
Utility Leadership Summit: Managing During Turbulent Times (pdf)
Metropolitan Sewer District of Greater Cincinnati
April 8-9, 2009, Cincinnati, OH

EFC Director Jeff Hughes will give a presentation on creative techniques for selling capital improvement plans at the Utility Leadership Summit.
The State of Rates in North Carolina (pdf)
North Carolina American Water Works Association and the North Carolina Water Environment Association Spring Conference
April 5-7, 2009, New Bern, NC
Shadi Eskaf presented the results of the 2009 North Carolina water and wastewater rates survey. Reports, tables, tools, rates dashboards, and publications are available on the project webpage.
Getting the Price Right: Seven Not-So-Easy Steps to Water Pricing Happiness (pdf)
North Carolina Small Towns Economic Prosperity Workshops
North Carolina Rural Economic Development Center
March 31, 2009, Sampson Community College

April 2, 2009, Nash Community College
Jeff Hughes, Shadi Eskaf, and Andrew Westbrook presented on building small water and wastewater systems' financial management capacity.
Financial Aspects of Drought Management
Finance & Management Committee, North Carolina American Water Works Association and Water Environment Association
March 17, 2009, Statesville, NC

EFC Project Directors Mary Tiger, Shadi Eskaf, and Andrew Westbrook presented on the relationship between water pricing and demand, how to analyze your customers’ usage patterns to develop conservation programs, and how and why to communicate with the public on the use of drought surcharges.
Water Reuse Financing and Rate Considerations (pdf)
Water Reuse Seminar, North Carolina American Water Works Association and the North Carolina Water Environment Association
March 10, 2009, Clemmons, NC

EFC director Jeff Hughes discussed the financial impacts of water reuse on different utilities across the state, including common techniques for developing water reuse rates and fees.
A New Tool for Water System Financial Planning and Rate Setting - the Rates Dashboards (pdf)
National American Water Works Association Customer Service & Information Management and Technology Conference
February 28 – March 4, 2009, Charlotte, NC
Shadi Eskaf presented the Rates Dashboards as tools to appropriately compare utility rates alongside utility financial and customer socioeconomic data in a simple, graphical format that can be used by board members, managers, or citizens.
Implementation of Stimulus Funding for Drinking Water in North Carolina WEBINAR (recording)
Environmental Finance Center Webinar Series
February 20, 2009, free online webinar
Click link for recording of webinar. Sid Harrell and Jessica Miles from the NC Department of Environment and Natural Resources Public Water Supply Section presented on how to apply for economic stimulus money and how funds will be allocated for drinking water infrastructure projects. This free, public webinar included a brief presentation and also a question and answer period.
Regionalization of North Carolina's Water Systems (pdf)
UNC Department of Environmental Sciences and Engineering In-House Seminars
February 18, 2009, Chapel Hill, NC
Shadi Eskaf will present an overview of regionalization of water systems in North Carolina, including the status of regionalization and a potential new model for non-structural, management consolidation of small water systems.
Selling Your Capital Improvement Program: Making the case for more capital spending (pdf)
National Association of Clean Water Agencies 2009 Winter Conference
February 3-6, 2009, Atlanta, GA
Establishing a capital plan and communicating that plan to the boards and
commissions who must approve it are two very different things. Ensuring there
is a good understanding of the total need, how your plan compares to others, and
what this will mean for rate payers are all critical messages. Jeff Hughes discussed effective and
creative ways to present capital budgets to decision-makers.

Water and Wastewater Infrastructure Funding Strategies and Funding Fair
Water Management Leadership Program, UNC Environmental Finance Center
January 21-22, 2009, Chapel Hill, NC
EFC's annual Water and Wastewater Infrastructure Funding Strategies workshop provided utility practitioners with new skills and up-to-date information on infrastructure finance planning strategies and funding resources. This workshop is part of the EFC's Water Management Leadership Program.

Measuring Unaccounted For and Non-Revenue Water Losses (pdf)
NC Water Operators Association training seminar
December 4, 2008, Salisbury, NC
EFC gave a presentation to water operators on measuring non-revenue water losses, and discusses non-revenue water in the context of the drought and system efficiency.

Hot Topics in Utility Management (no link)
NC American Water Works Association and NC Water Environment Association (NC AWWA-WEA) Finance and Management Conference
November 18, 2008, Winston-Salem, NC
EFC helped organize this interactive technical forum on hot topics in utility management. Topics covered included funding, the proposed stimulus package, the State's Drought Bill H.B. 2499, bond debt and bond markets.

Got water? (pdf)
UNC Public Administration Conference
November 7, 2008, Chapel Hill, NC
A presentation on how governments currently are dealing with water conservation, water availability, and water allocation issues in the face of population growth, as well as how these issues will impact the region in coming years.

Strategic Planning Workshop
NC American Water Works Association and NC Water Environment Association (NC AWWA-WEA)
October 29, 2008, Raleigh, NC
This workshop included multiple presentations focusing on ways to plan and manage the future of water and wastewater utilities. Topics covered included strategic workforce planning, business continuity, and strategic financial and management planning.

Water and Wastewater Affordability Presentation (pdf)
2008 State Revolving Fund National Workshop
October 20, 2008, Providence, RI
A presentation on the different types of affordability criteria used by the U.S. Environmental Protection Agency. Presentation delivered during one of two workshop sessions hosted by EFC that covered the challenges related to determining community assistance affordability criteria and designing funding programs that support low income communities.

Infrastructure Planning and User Impact Fees (pdf)
North Carolina American Planning Association workshop
October 17, 2008, Greenville, NC
Presentation on the legal framework and current trends for charging impact fees for water, sewer, and stormwater improvements.

Residential Customer Characteristics and Consumption Behavior at the Household Level: What Can We Find Out From Billing Records? (pdf)
Annual Water Resources Research Institute Conference
October 9, 2008, Raleigh, NC
Presentation on how utilities can use billing records to track consumption patterns of each of their residential customers, and how this analysis leads to better understanding of rates and rate structure implications, targeted conservation messages, irrigation usage, and more.
Click here for more information on household water consumption behavior.

Setting Rates: 2008 Georgia Water and Sewer Rate Survey (pdf)
Georgia Government Finance Officers Association 23rd Annual Conference
October 5-8, 2008, Augusta, GA
A presentation on setting water and sewer rates.

Reassessing our Rate Structures: Including conservation rates and how to make it all work (pdf)
Advanced Day workshop for the NC Water Operators’ Association
September 24, 2008, Raleigh, NC

Presentation on using the intersection between water rates, conservation, and utility revenues. In addition, results from the recently completed 2007-2008 North Carolina Water and Wastewater Rates Survey were presented.

2008 Georgia Water and Sewer Rate Survey (pdf)
Georgia Environmental Conference
August 29, 2008

Presentation on the 2008 Georgia water and sewer rate survey.

Impact of rate structures on revenue stability, customer expenditures, and pricing (pdf)
Georgia Environmental Conference
August 29, 2008
Presentation on the impact of rate structures on revenue stability, customer expenditures, and pricing.

Allocating Water in 2008 (pdf)
North Carolina Association of County Commissioners Annual Conference
August 23, 2008

Jeff Hughes gave a presentation on allocating water. He also organized and led a workshop on "Water Management in North Carolina: What’s Ahead."

Georgia Water & Sewer Rates online seminar (webinar recording)
August 11, 2008
A recording of an online presentation of the 2008 Georgia Rates Survey. Presentation included survey results and tables and a demonstration of how the Rates Dashboard works.

Getting the Price Right: Seven non-so-easy steps to water pricing happiness (pdf)
NC Government Finance Officers Association summer conference
July 17, 2008, Wrightsville Beach, NC

Presentation on effective water and sewer rate setting.

WaterVision Conference
UNC Environmental Finance Center
May 22, 2008, Research Triangle Park, NC
EFC hosted this statewide conference to help local elected officials prepare for the water challenges ahead.

Board Management in a Time of Drought (pdf)
North Carolina Rural Water Association
May 14-15, 2008, Greensboro, NC
A presentation on board management during drought.

New Models for Utility Partnerships (pdf)
North Carolina Rural Water Association
May 14-15, 2008, Greensboro, NC
A presentation on new models for utility partnerships.

Coastal Growth Strategies for Elected Officials (no link)
Coastal Growth Strategies Course, North Carolina Sea Grant
May 1, 2008, Pamlico County, NC
A course designed to help local elected officials effectively engage in processes that integrate community water quality protection goals and strategies with growth and redevelopment.
Water Pricing and Revenue Challenges During (AND BETWEEN) Droughts (pdf)
Triangle J Council of Governments Water Advisory Committee Meeting
April 16, 2008, Research Triangle Park, NC

Jeff Hughes led a session on water pricing and revenue challenges during droughts. Information covered included considerations; price as a conservation tool; drought management surcharge; short-, medium- and long-term options; impacts of usage restrictions; and designing water rates.
Reassessing our Rates: Including Conservation Rates and How to Make it All Work (pdf)
Advanced Day workshop
March 26, 2008, Morganton, NC
Presentation on using the intersection between water rates, conservation and utility revenues. Results from the recently completed 2007-2008 North Carolina Water and Wastewater Rates Survey also were presented.
Water: At what price? (pdf)
2008 Regional Water Summit (pdf)
March 10, 2008, Kinston, NC
A presentation on the issues affecting water pricing in North Carolina and the latest trends in pricing in context of the ongoing drought.
Financial Aspects of Drought Management
NC American Water Works Association and NC Water Environment Association (NC AWWA-WEA)
February 27, 2008, Raleigh, NC
A workshop focusing on the intersection of drought and the financial impacts of and incentives for water conservation.
Water and Wastewater Infrastructure Funding Strategies
January 22-23, 2008, Chapel Hill, NC
Water Pricing and the Drought (pdf)
The Painful Art of Rate Setting (pdf)
Drought Meetings, NC Department of Environment and Natural Resources
Multiple dates, 2007
With the southeastern part of the country experiencing an historic drought, the EFC was called on to assist water managers in navigating revenue shortfalls that were the result of lowered water use. EFC provided a session on finance at a series of four trainings across the state.
Water Finance: Policy and Program Developments (pdf)
NC American Water Works Association and NC Water Environment Association (NC AWWA-WEA) 87th Annual Conference
Dec 2-5, 2007, Charlotte, NC
A presentation on water finance: policy and program developments.
Innovative Tools for Sharing Strategic Project Information Among Funders.
State Revolving Fund / Council of Infrastructure Finance Authorities Annual Conference
November 4, 2007 Denver, Colorado
Jeff Hughes moderated a session on “Innovative Tools for Sharing Strategic Project Information Among Funders.”

What Georgia Customers are Paying for Water (pdf)
2007 Georgia Rural Water Association Fall Conference
October 28-30, 2007, Helen, GA

This presentation described the results of a rates study for more than 80 percent of the public and non-profit water and sewer systems in Georgia that serve more than 50 accounts. A customer expenditure model developed by EFC calculated water and sewer bills for any consumption amount. Statewide statistics were generated graphically, and individual utility bill amounts were tabulated for every survey respondent.

Big Numbers vs. Basic Services: Getting from the national water funding gap to clean water for Appalachia (pdf)
Appalachian Regional Commission Fall Conference
October 24-25, 2007, Charleston, WV
EFC Director Jeff Hughes delivered this keynote address at the 2007 Appalachian Regional Commission Conference. The presentation included an overview of water and wastewater financial challenges and strategies throughout Appalachia.
The Painful Art of Rate Setting (pdf)
2007 North Carolina League of Municipalities Conference
October 14-16, 2007, Fayetteville, NC
A presentation on pricing strategies and sustainable water finance.
Water Resources Session
Municipal and County Administration Course, UNC School of Government
September 13,2007, Chapel Hill, NC
EFC presented a session on water resources at this seminar for local government officials.
Residential Water and Sewer Rates: What are Customers Paying for Water in Georgia? (pdf)
Georgia Water Resources Conference: Managing Georgia's Water Into the 21st Century
March 27 - 29, 2007, Athens, GA
EFC coordinated this panel discussion about the 2006 Georgia water and sewer rates survey.
Paying for Sustainable Water Infrastructure: Innovations for the 21st Century
March 21 - 23, 2007, Atlanta, GA
EFC was a sponsor of this conference, which brought together stakeholders from all levels of government and the private sector to explore creative methods to pay for sustainable water infrastructure today and into the future.
Utility Management Policy Workshop: Finding the Right Policies to Meet Your Utility’s Financial and Strategic Goals
UNC Environmental Finance Center, NC American Water Works Association and NC Water Environment Association (NC AWWA-WEA)
March 1, 2007, Cary, NC
EFC co-sponsored this workshop with NC AWWA-WEA. The workshop provided participants with an overview of policy considerations and tools for addressing key utility management topics, including example policies, agreements, and ordinances.
Pricing Matters: The role of rates in promoting sustainable water management (pdf)
The Future of Water in North Carolina: Strategies for Sustaining Abundant and Clean Water
Nicholas Institute for Environmental Policy Solutions, Duke University
March, 2007, Durham, NC
Pricing as a Conservation Tool: Do Rate Block Structures Really Matter? (pdf)
Water Resources Research Institute Conference
March, 2007, Raleigh, NC
A presentation focusing on price signals for residential cusomers. What kind of message does the customer's bill send? Do high bills encourage conservation, and do low bills imply that water is cheap?
The Painful Art of Financial Leadership (pdf)
NACWA Annual Conference: Global Trends Impacting Public Utilities: The Rising Cost of Clean
January 30 - February 2, 2007, St. Petersburg, FL
A presentation on the painful art of financial leadership. This conference examined the increasing financial pressures and impacts of a growing global economy on municipalities.
Water and Wastewater Finance: How do you find the money for all those projects? (pdf)
AWWA Water Conservation Workshop
January 28-29, 2007, Savannah, Georgia
This presentation involved a general overview of the major national funding sources for water and sewer projects, highlighting how these funds can be used specifically for water conservation programs.
Water and Sewer Infrastructure Funding Strategies: How do we pay and plan for all
those facilities?

Course at UNC School of Government
January 24-25, 2007, Chapel Hill, NC
The goal of this two day course was to provide utility practitioners with new skills and up-to-date information on capital finance planning strategies and funding resources.

Initial and Long-term Financing of Decentralized and Cluster Systems (pdf)
18th Annual On-Site Sewage Treatment and Disposal Conference
January 17-18, 2007, Auburn, AL
This talk was structured on the recent experiences of the coastal North Carolina Communities of Pine Knoll Shores and Nag’s Head, both of which are low to medium density communities with no centralized sewer system that are looking for new ways to address the threat posed to public health and the local environment by poorly managed, privately owned septic systems and package plants.

Funding Coordination Educational Track: Council of Infrastructure Funding Authorities State Revolving Fund Workshop
November 12-14, 2006, Philadelphia, PA
EFC co-sponsored this workshop. The sessions highlighted coordination practices, tools, and initiatives from across the country.
Fifth International Water Association World Water Congress
September 11-14, 2006, Bejing, China
EFC associates presented findings about North Carolina water and wastewater utilities at the International Water Association World Water Congress in Beijing, China. EFC successfully earned a formal presentation at the conference, which attracted approximately 1,700 submissions, through the invitation of the Water Environment Federation.

Asset Management and Capital Planning workshop
UNC Environmental Finance Center, NC American Water Works Association and NC Water Environment Association (NC AWWA-WEA)
September 7, 2006, Huntersville, NC
EFC co-sponsored this workshop with NC AWWA-WEA. The workshop provided participants with information and skills to perform long range capital project planning both for building new facilities and for renewing and replacing existing facilities.

Water and Wastewater Finance panel
Georgia Environmental Conference
August 16-18, 2006, Savannah, GA
EFC coordinated this panel session at the first annual Georgia Environmental Conference. During the session, EFC associates presented on the different options available for financing water and wastewater projects in Georgia. Other speakers addressed the funding programs offered by Georgia Environmental Facilities Authority and water rate structures and how they affect a utility’s income and financial planning.

Advancing Asset Management in Your Utility: A hands-on workshop
UNC Environmental Finance Center workshop
April 18-19, 2006, Chapel Hill, NC
This workshop was centered on case-based mentoring by asset management practitioners. The workshop focused on demonstrating, step-by-step, how a utility would select and deploy best appropriate asset management practices.

Financial Analysis of Residential Water and Wastewater Rates (pdf)
2006 Water Resources Research Institute annual conference: North Carolina Water Resources: Preparedness for Natural and Manmade Disasters
April 4-5, 2006, Raleigh, NC

EFC was a sponsor of WRRI's 2006 conference and gave a presentation on financial analysis of residential water and wastewater rates. EFC also displayed a poster entitled Financial and Spatial Analysis of Residential Water and Wastewater Rates and Rate Setting Practices (pdf).

Safe Drinking Water: Where Science Meets Policy
UNC Institute for the Environment
March 16-17, 2006, Chapel Hill, NC
EFC was a sponsor of this symposium, which had four themes: water and human health in developing countries and disadvantaged communities; emerging chemical and microbial contaminants in drinking water; watershed protection; and water supply management.

Water Utility Rates 201
NC American Water Works Association and Water Environment Association (NC AWWA-WEA)
February 28, 2006, Durham, NC

EFC gave a presentation on how to develop a rate structure at this NC AWWA-WEA training. The training covered advanced issues surrounding rate and fee setting affecting water and wastewater utilities in North Carolina.

Financial Management Trends and Recommendations (pdf)
Water 2030 conference, North Carolina Rural Economic Development Center
February 23, 2006, Raleigh, NC

A presentation on recommendations for financing and managing public water given at the 2006 Water 2030 conference. Water 2030 is a statewide water resources initiative spearheaded by the North Carolina Rural Economic Development Center.

Multi-Level Financial Analysis of Residential Water and Sewer Rates (pdf)
Conference Paper (pdf)
National AWWA/WEF Joint Management Conference
February 14, 2006, Salt Lake City, UT
EFC presented to a national conference on the methodology and results of the water and wastewater rates survey in North Carolina. The methodology presents a breakthrough in rates survey research.

Capital Finance Strategies for Water and Wastewater Utilities: How do we pay and plan for all those facilities?
UNC Environmental Finance Center workshop
January 25-26, 2006, Chapel Hill, NC
This workshop provided utility practitioners with new skills and up-to-date information on capital finance planning strategies and funding resources. The program included presentations by state agencies, UNC School of Government faculty, bankers, public funding organizations, consultants, and local utilities.

Financial Analysis of Residential Water and Wastewater Rates (pdf)
Conference Paper (pdf)
2005 North Carolina American Water Works Association and North Carolina Water Environment Association (NC AWWA-WEA) Conference
November 13-16, 2005, Greensboro, NC
EFC presented results from a survey of North Carolina water and wastewater utilities’ rates and rate setting in the context of the impact they have on utility financial health, customer financial capacity, and resource use.

The Infrastructure Funding Gap: What do the funders have to say? (pdf)
2005 Council of Infrastructure Financing Authorities State Revolving Fund Workshop
October 30-November 1, 2005, Chicago, IL
A presentation given at CIFA’s 2005 state revolving fund workshop, the essential meeting for managers and professionals in the Clean Water and Drinking Water State Revolving Fund programs. The 2005 Workshop delivered training in programmatic, financial and technical aspects of the state revolving funds.

EPA Drinking Water Capacity Development Workshop
EPA Regions 1, 2, 3, and 4
September, 2005, Atlanta, GA
EFC led several presentations at this EPA-sponsored workshop. The workshop brought together capacity development stakeholders from Maine to Puerto Rico for engaging discussions and presentations covering a broad range of capacity development issues.

The Painful Art of Communicating Information About Rates (pdf)
North Carolina American Water Works Association and North Carolina Water Environment Association (NC AWWA-WEA) Customer Service Seminar
October, 2005, Wilmington, NC
A presentation on communicating rate information. This workshop provided utility managers and customer service professionals from the office and the field a chance to learn new ways to address the everyday challenges and opportunities presented in dealing with customers.

Bridging the Water and Wastewater Infrastructure Gap in Appalachia (pdf)
Presentation and discussion of preliminary results
U.S. Environmental Protection Agency headquarters, Oct. 19, 2004

EFAB Affordability Workshop
Center for Environmental Finance, U.S. Environmental Protection Agency
August 2004
EFC is a part of the federal Environmental Finance Program. This program has three main components: The Environmental Financial Advisory Board ( EFAB), the Environmental Finance Center Network (EFCN), and the Environmental Financing Information Network (EFIN). Through its involvement with the Environmental Finance Program, the EFC has been involved in this Affordability Workshop.
Click to see the agenda and to access the presentations.

Governmental Accounting Standards Board: Statement 34 workshop
Asset Management and Reporting: A practical guide for utility and municipal managers

UNC Environmental Finance Center, NC American Water Works / Water Environment Association
February 19, 2002, Chapel Hill, NC

In June of 1999, the Governmental Accounting Standards Board issued Statement 34. GASB 34 will apply to all basic financial statements for state and local governments, and will undoubtedly have the single largest impact ever on the accounting procedures adopted by state and local governments. In February 2002, the EFC co-sponsored a workshop on GASB 34 focused on integrating GASB 34 requirements with existing water and wastewater infrastructure asset management and reporting techniques. Approximately 50 representatives attended the workshop from local governments, utilities, consulting firms, and state oversight bodies.

Water Leadership Program
UNC Environmental Finance Center
Ongoing, Chapel Hill, NC
The Water Leadership Program is a series of workshops and trainings designed to support the organizations and communities responsible for managing our state's water resources by strengthening their financial and managerial capacity.

 

Trainings on Land Land Back to Past Events
Revenuesheds, Watersheds and other Local Government Finance Ideas (pdf)
2009 Land Trust Assembly, Conservation Trust for North Carolina
April 30, 2009, Raleigh, NC

The EFC participated in the opening panel session during the 2009 Land Trust Assembly. Jeff Hughes delivered a session on local government land conservation finance opportunities and challenges.
Funding Local Conservation and Land Preservation (pdf)
2008 Southeast Land Trust Conference
March 28, 2008, Montreat, NC

Presentation on identifying and obtaining funding and resources for land and water conservation.
Funding Tools for Land Protection and Conservation (pdf)
2006 Georgia River Network Conference: Knowing Your Resources
February 10-12, 2006, Milledgeville, GA

A presentation on funding tools for land protection and conservation.
The Charlotte Charrette on Sustainable Urban Environments: Implementing a brownfields cleanup revolving loan fund (pdf)
July 22, 1999, Charlotte, NC
Charlotte, NC, and several other cities in EPA Region IV received grants from EPA in 1999 to set up revolving loan funds for brownfields cleanup. These are innovative efforts to bring Superfund monies to bear on the cleanup of brownfields. Prior to submitting its workplan to EPA, the city of Charlotte and the EFC joined forces with thirty experts and interested parties to discuss ways to approach such a fund in Charlotte.

 

Trainings on Energy and Sustainability Energy and Sustainability Back to Past Events

New Energy Roles for Local Governments (pdf)
NC Chapter of Sierra Club Conservation Forum
November 14, 2009, Chapel Hill, NC

Jeff Hughes presented an overview of new roles for local governments in promoting energy efficiency including the use of Property Assessed Clean Energy (PACE) programs.

Local Government Property Assessed Clean Energy Programs (recorded webinar)
ICLEI Webinar Series
November 10, 2009, online webinar

EFC partnered with ICLEI to deliver a webinar on new developments related to property assessed clean energy (PACE) programs throughout the Southeast. Click to view the presentation slides or here to go to ICLEI's Webinar Series page.
Financing Green and Getting Paid Back
Council of Infrastructure Financing Authorities' 2009 State Revolving Fund Workshop
November 3, 2009, Seattle, WA

This EFC-organized session explored the challenges to identifying and evaluating fundable projects that promote environmental sustainability while still providing a financial and/or economic return. The session included an overview presentation of green lending techniques employed across the country, lessons learned by a state actively involved in funding green projects (Maryland), and the economic analysis approach (triple bottom line) used by Seattle Public Utilities to evaluate their potential capital investments.
Georgia Energy Efficiency and Conservation Block Grant (EECBG): Program Review & Application Process
Environmental Finance Center Webinar Series: Georgia Environmental Facilities Authority
October 28, 2009, online webinar

A presentation by the Georgia Environmental Facilities Authority that provided an overview of the EECBG program. Topics covered included eligible activities and entities, suggestions for making your application more competitive, and instructions for applying. Click here to view the slides.
Financing and Implementing Environmental Initiatives in Government and the Community
UNC Environmental Finance Center course and Local Government Training Program at Western Carolina University
October 21, 2009, Montreat, NC

Finance and policy challenges that arise when local governments consider implementing energy efficiency, fuel efficiency, waste reduction, alternative energy projects and other sustainability initiatives and community-related initiatives, such as residential energy revolving loan funds.
ARRA Section 1512 Sub-Recipient Reporting Requirements in Georgia (recording)
Environmental Finance Center Webinar Series: Georgia Environmental Facilities Authority
September 24, 2009, online webinar

Georgia Environmental Facilities Authority (GEFA) explained Section 1512 requirements on quarterly reporting for sub-recipients of ARRA funding from GEFA, what they must do to supply and certify necessary data, and how to do that using GEFA's online database. Click here to view presentation slides.
Georgia's Competitive Grants for Renewable Energy and Energy Efficiency Projects (recording)
Environmental Finance Center Webinar Series: Georgia Environmental Facilities Authority
August 19, 2009, online webinar

On July 31, 2009, GEFA (Georgia Environmental Facilities Authority) released the final guidelines for four competitive grant programs for renewable energy and energy efficiency. GEFA discussed the four programs and the application process in this webinar. Click here to view the slides.
Paying for Green Government: Financing and Implementing Sustainability Initiatives
UNC School of Government training course
April 24, 2009, Raleigh, NC
An introduction to how local governments can pay for being greener in their operations. Sessions will focus on financing strategies, energy performance contracts, working with third parties to leverage tax cuts, and the federal stimulus money.
Financing Energy Projects: Beyond Resolutions
North Carolina Sustainable Energy Conference
April 14-15, 2009, Raleigh, NC

EFC’s Glenn Barnes presented the financial options local governments have to pay for green government initiatives.
Good Growth: Chance or Choice?
Regional LeaderShop for Veteran County and Municipal Elected Officials
Local Elected Leaders Academy, UNC-Chapel Hill
March 24th, 2009, New Bern, Craven County
February 24, 2009, Raleigh, Wake County
February 10, 2009, Winston-Salem, Forsyth County
December 9, 2008, Lake Junaluska, Haywood County
This one-day workshop is designed to raise your awareness of the finance, infrastructure, and inter-governmental issues surrounding growth and to give you hands-on experience with the kinds of decisions facing you in these turbulent economic times.
Resources and Strategies for Environmental Sustainability (pdf)
2008 Collegiate Environmental Sustainability Conference
October 24, 2008, Atlanta, GA

A presentation on collegiate sustainability projects initiated from Environmental Finance Centers at colleges across the country.
Paying for Green Government: Financing and Implementing Sustainability Initiatives
February 28, 2008, Asheville, NC

A participatory workshop that focused on finance and policy challenges governments face when implementing green building, fuel efficiency, waste reduction, and other sustainability initiatives.
Going Green: Beyond Resolutions (pdf)
2008 Winter Meeting, South Carolina City and County Management Association
January 18, 2008, Anderson, SC

Jeff Hughes gave this presentation during a panel discussion entitled, "Best Practices, 'Going Green.'" During the discussion, panelists shared examples of green strategies and the financial and economic incentives for these programs.
Environmental Management Systems (EMS) Workshop
October 4, 2007, Winston-Salem, NC

A workshop that provided participants with an overview of environmental management systems; reviewed how to develop an approaches for implementing EMS projects at utilities; and gave participants an understanding of EMS’s potential benefits to their utilities.

 

Trainings on Waste Management Waste Management Back to Past Events
What Landfill Statistics Mean to Different Levels of Government (pdf)
UNC School of Government Masters of Public Administration Capstone Conference
April 8, 2005, Chapel Hill, NC

Reports often include analyses that show a statewide average expected life (landfill capacity) of all of the landfills in the state combined. Due to the transportation costs, much of the capacity is not practically available to all counties within the state. Scott Morrissey presented on outlining more effective ways to present landfill capacity data.

 

Trainings on Other Adaptive Strategies Other Adaptive Strategies Back to Past Events
ARRA Section 1512 Sub-Recipient Reporting Requirements in Georgia (recording)
Environmental Finance Center Webinar Series: Georgia Environmental Facilities Authority
September 24, 2009, online webinar

Georgia Environmental Facilities Authority (GEFA) explained Section 1512 requirements on quarterly reporting for sub-recipients of ARRA funding from GEFA, what they must do to supply and certify necessary data, and how to do that using GEFA's online database. Click here to view presentation slides.

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Other Links:

Water Leadership Training
NC Water Listserv for Water Managers