Access the tool by visiting the Water Research Foundation website
Note: the tool is available for WRF members only
The tool is designed to provide an easy-to-understand and visually-pleasing snapshot (infographic) of a utility's financial and operational performance for use in communicating with public officials, governing boards, and other key decision-makers.
The tool prompts the user to enter commonly collected data in the "Data Inputs" worksheet and visualizes metrics using the data in the "$napshot" worksheet. Users of the tool can easily print or create a pdf of the $napshot to hand out to decision-makers periodically.
The metrics in the $napshot present information that hundreds of local governments identified as important when water utility governing board members were making decisions about rate increases. These metrics were identified in a 2014 survey by ICMA and the Environmental Finance Center at the University of North Carolina, Chapel Hill.
This tool was developed as a part of Water Research Foundation Project 4455: Rate Approval Process Communication Strategy and Toolkit