Budgeting and Financial Management
March 30, 2021 By Freilla Espinola
- Basics of Financial Management Guidebook
RCAP’s guidebook for small communities on financial policies and controls, budgeting, and monitoring of financial performance. - The Basics of Financial Management for Small-community Utilities: A Webcast on Financial Management (Part 1)
A recorded webcast that is a companion to RCAP’s The Basics of Financial Management for Small-community Utilities - The Basics of Financial Management for Small-community Utilities: A Webcast on Financial Management (Part 2)
A recorded webcast that is a companion to RCAP’s The Basics of Financial Management for Small-community Utilities - Budget How-Tos
This document includes tips on creating a budget for a water board. - Budget Worksheet for Water Systems
A worksheet in Microsoft Excel format that provides a general overview of the annual budget. Calculations are performed automatically within the Excel program. - RCAC: Financial Planning: A Guide for Water and Wastewater Systems
These guidebooks address core issues regarding water system sustainability: auditing water use to reduce water losses and increase system efficiency, financial planning and management to ensure sufficient revenues to sustain operations, and asset management to allow the system to provide a sustained level of service at the lowest life cycle cost. - EPA: Water Utility COVID-19 Financial Impact Tool
A tool that can help drinking water, wastewater, and stormwater utilities assess the financial impact of the COVID-19 pandemic on the utility’s cashflow.
- UNC Environmental Finance Center: Tools To Assist Water Utilities With Financial Decision Making
The EFC at UNC has created several free tools to assist water utilities in addressing the challenges commonly seen in communities.
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