Key financial Indicators allow a utility to get a snapshot of its financial health and determine whether it needs to adjust its rates or consider regional solutions. These benchmarks should be calculated annually when financial statements are released. Please see … Read more
Water and wastewater (W/WW) systems are critical infrastructures that directly impact North Carolina’s communities’ health, safety, and quality of life. Many of these systems, especially those in rural or underserved areas, face significant challenges in maintaining operational and financial viability. … Read more
The Weather Risk and Resilience Dashboard is a vital tool for stormwater management and disaster preparedness. It helps utilities assess vulnerabilities, mitigate risks, and strengthen infrastructure against weather-related impacts. The dashboard enables water and wastewater utilities to identify threats proactively, … Read more
In the summer of 2022, the UNC EFC began a research project regarding decentralized users (those on private wells and septic systems) in North Carolina, supported by funding from the NC Collaboratory. This research was a new venture for the … Read more
Enter all capital projects, and this tool will project your fund balance (revenues, expenses, and reserves) and necessary rate increases for the next 20 years and more. Data entry requirements are minimal. It is intended for small and medium … Read more
This report was completed with funding from the Division of Water Infrastructure of the North Carolina Department of Environmental Quality. Water and wastewater utilities throughout North Carolina face numerous challenges, including aging infrastructure, recruiting and retaining qualified staff, and declining … Read more
Use this tool to assess the financial performance of your water (and/or wastewater) utility fund. Financial data readily available in annual financial statements are copied into this tool, which computes key financial indicators that measure a variety of important … Read more
Use this tool to help set water and wastewater rates next year by projecting the utility’s expenses, revenues from rates, and fund balance for the next few years. Uniform (“flat”) and block rate structures for up to 12 rate structures … Read more
The N.C. Local Government Commission (LGC) in the Department of State Treasurer provides financial oversight for over 1,100 units of local government, including public water and wastewater local government units (LGUs). The LGC’s Unit Assistance List (UAL) identifies financially … Read more
The North Carolina Division of Water Infrastructure provides funding to North Carolina local government units for water, wastewater, and stormwater projects. In 2021, the US Congress appropriated additional funds to states via the Infrastructure Investment and Jobs Act (IIJA), … Read more
