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This course, hosted annually by the EFC, provides utility practitioners with new skills and up-to-date information on infrastructure finance planning strategies and funding resources.
Topics covered in 2009 included:
- An update on public state and federal funding programs, including potential stimulus infrastructure funding
- Crafting inter-local infrastructure agreements and partnerships
- Pricing and infrastructure fee options
- Case studies of successful capital finance planning
- Private finance options and trends
- Methods for successfully presenting information to funding sources, the public, and elected officials
2008 presentations
2007 presentations
| Wednesday, Jan 21 |
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| 8:00 |
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Registration |
| 8:30 |
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Introduction / Capital Finance Overview (pdf)
Jeff Hughes, EFC Director |
| 9:30 |
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Financial Planning (pdf)
Doug Bean, Director, Charlotte Mecklenburg Utilities |
| 10:45 |
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Break |
| 11:00 |
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Rates and Fees, Part I: Rates (pdf)
Jeff Hughes, EFC Director
Shadi Eskaf, EFC Project Director |
| 12:00 |
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Lunch |
| 1:00 |
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Infrastructure Finance Partnerships: Interlocal Agreements (pdf)
Jeff Hughes, EFC Director |
| 2:15 |
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Break |
| 2:30 |
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Asset Management Finance Tools (pdf)
Jeff Hughes, EFC Director |
| 3:15 |
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Break |
| 3:30 |
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Current Trends in Debt Finance (pdf)
Jim Hansen, Director of Public and Institutional Banking, RBC Centura
Financing Water and Wastewater Projects (pdf)
Benny Bowers, Local Government Commission |
| 4:30 |
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Adjourn |
Thursday, Jan 22 |
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| 8:15 |
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Rates and Fees, Part II: Impact Fees and Capacity Charges (pdf)
Jeff Hughes, EFC Director
Andrew Westbrook, EFC Project Director |
| 9:30 |
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Break |
| 9:45 |
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Selling Infrastructure Investment Plans and Benchmarking (pdf)
Sean Hughes, EFC Research Associate
Jeff Hughes, EFC Director |
| 10:45 |
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Public Funding Assistance Panel - Short updates from major public funding programs:
Julie Haigler-Cubeta, NC Rural Center Water and Sewer Programs
Sheila Swart, NC Rural Center Economic Infrastructure Program
Daniel Blaisdell, NC DENR Wastewater Funding Programs
Sid Harrell, NC DENR Water Funding Programs
Dennis Delong, USDA Rural Development Water and Sewer Programs
Vickie Miller, NC Department of Commerce, Community Development Block Grants
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| 12:15 - 4:30 |
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Funding Fair
Workshop allowing utility representatives to present projects and project ideas to funding representatives. Funding representatives will discuss funding criteria, co-funding opportunities and planning strategies.
Community |
Contact |
Manteo |
Shannon Twiddy, Assistant Town Manager |
Burke County |
Carson Fisher, County Engineer |
Goldsboro |
Karen Brashear, Public Utilities Director |
Pittsboro |
Bill Terry, Town Manager |
Jacksonville |
Linda Inman, Finance Analyst |
Moorseville |
Jon Vest, Public Services Director |
Conover |
Jimmy Clark, Public Works Director |
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Other Links:
Water Management Leadership Program
Water System Capacity Development Support - Interlocal Partnerships and Financial Sustainability
Training Programs and Educational Opportunities
The Environmental Finance Center is part of the UNC School of Government. Funding support for this year’s workshop was provided by US Environmental Protection Agency and the NC Department of Environment and Natural Resources Public Water Supply Section.
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