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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 systems.


How to use this tool

Start by entering basic information on a utility’s rate structure, customer base, and current fiscal year financials. Then, enter the capital projects for the next 20 years, choose project start and end dates and costs, and select a financing method for each project (cash-financed or debt-financed). The tool will calculate annual rate increases necessary to cover capital reserve allocations and debt service over a 20-year planning period while restricting your reserves from increasing perpetually. Results are displayed in tables and easy-to-read graphics.


What’s new in the March 2024 update?

  • Simplified user interface.
  • Auto-populates info for NC utilities.

Contributors (Ahmed Rachid El-Khattabi and Eva Ramirez-Flores


What’s new in the May 2018 update?

  • Adjusted the Dashboard page layout to make it easier to print the graphics.

Contributor (Shadi Eskaf)



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