Category: General Information (Page 5 of 31)

What Do Practitioners Think about Regionalization? Highlights from a Participatory Workshop on Regionalization

Many organizations and government agencies have studied and written about the potential benefits of regionalizing* the provision of water and wastewater services, but progress implementing this management tool has been relatively slow in many states including North Carolina.

*The terminology used to describe the transition from a more isolated independent service provision model to one that is more integrated is not always consistent or standardized. The term regionalization is used here to describe a range of different collaboration mechanisms that are commonly found in North Carolina and across the country.

Regionalized service provision can range from the creation of a new water utility by combining or merging two or more utilities; one utility absorbing or acquiring other utilities; or multiple utilities that choose to remain autonomous to some degree but share components of service provision such as water supply or water treatment. Many regions that appear to be ideal candidates for regionalization remain served by independent and often isolated utilities and when regionalization does occur, it is often a laborious process that can take years of planning and negotiation. While many regionalized systems thrive once they are created, others fail to fully meet their goals and may encounter a range of challenges including fiscal distress, recurring political and public disagreements, and the occasional lawsuit.

In order to learn more about practitioners’ regionalization experiences, expectations, and concerns, a group of researchers from the University of North Carolina at Chapel Hill hosted an interactive workshop at the UNC School of Government in Chapel Hill, North Carolina. The event was designed to share emerging research and solicit practitioner views. Funding for the workshop was provided as part of a National Science Foundation project (award no. 1360442) funded by the Water Sustainability and Climate program. The workshop was attended by approximately 75 participants comprised of utility management staff, consultants that work with utilities, non-profit technical assistance providers, and state funding programs. Participants included staff from the state’s largest water utilities that provide service to hundreds of thousands of customers, all the way down to smaller rural utilities serving as few as 1,000 customers. Twenty-six separate utilities were represented. The workshop included research presentations, facilitated group discussions, audience polling, and small group exercises. Continue reading

Metrics and Methods to Determine Principal Forgiveness Eligibility: Highlighting EPA Regions 9 and 10

In 2018, the Environmental Finance Center (EFC) published findings from a study that assessed the metrics and criteria used to determine principal forgiveness eligibility in the state revolving funds (SRFs) in EPA Region 4. To complete a more comprehensive analysis, the EFC conducted interviews with program managers/directors and reviewed intended use plans in EPA Regions 9 and 10[1]. The methodology used in this study is the same used for Region 4.

Similar to Region 4, all drinking water SRFs in Regions 9 and 10 use median household income as a metric to determine principal forgiveness eligibility. After median household income, water rates are the most frequently used metric. Other common metrics amongst some states in both regions include population, rate of unemployment, and debt. Metrics used by at least one state are poverty level, designated colonia areas, project type, operation and maintenance expense, and consolidation. For clean water, the most frequently used metrics[2] are median household income, population, and unemployment rates. Continue reading

What to Include in a Successful Interlocal Water and Wastewater Agreement

Co-authored by Liz Harvell

Across North Carolina, population shifts, flooding and drought, changes in industry and manufacturing, and the continuous move toward a reduction in overall water use has continued to create partnership opportunities for large and small water and wastewater systems alike. For large systems anticipating future growth, increased and more economically-savvy water supply may be accomplished through partnering with surrounding communities; smaller systems struggling with increasing costs and decreasing revenues may look towards partnerships with other systems to increase access to capital and reap the benefits of economies of scale. Systems that find themselves with excess capacity due to the loss of large industrial customers may view selling water or wastewater services to neighboring communities as the only realistic way of plugging revenue holes. And while general economic downturns and natural disasters continue to drive water and wastewater customers to relocate, making their systems no longer financially sustainable without some type of intervention, various partnership models are appearing more and more appealing.

While the number of models for creating water partnerships is as numerous as the number of reasons systems have for pursuing them, the most common tool for creating water partnerships in North Carolina is the interlocal agreement.

There are hundreds, if not thousands, of these agreements in place throughout the state, ranging from simple agreements intended to cover sale of water by Community A to Community B, to a complex series of individual agreements that when taken together can be used to create a consolidated regional utility model.

Earlier this summer, the Environmental Finance Center at the University of North Carolina at Chapel Hill (EFC) published Crafting Interlocal Water and Wastewater Agreements, a guide laying out important considerations for communities contemplating how a local agreement might benefit their community. Using the EFC experience of providing direct assistance to communities developing partnerships over the last 20 years, this guide identifies 21 key topics of governance, financial, and technical issues that are integral to the success of these agreements. Below are 10 key topics, but be sure to see the full guide complete, with examples: Continue reading

What the 2019 North Carolina Rates Survey Data Can do for You

Recently, the North Carolina Water and Wastewater Rates Dashboard was updated with 2019 data and the North Carolina Water and Wastewater Rates Report 2019 was published. Are you getting all you can out of these useful resources?

As the start of the new fiscal year approaches in July, utilities across North Carolina will be preparing to enact new water and wastewater rates in their communities. Rate increases can be perceived as negative to the general public, though they are necessary for financial sustainability, and ultimately to protect the public health of the communities they serve. How can utilities convey the important decisions that go into what many just see as an increase in their bill?

That’s where the resources from our 2019 North Carolina Water and Wastewater Rates Survey can help, providing easy to understand visuals, key takeaways from aggregated, statewide data, and the numbers behind it all. Continue reading

Challenges and Innovations: Current and Future States of Water Affordability: Part 2

Guest Post By Stacey Isaac Berahzer and Christine Boyle, PhD

Note: This is the second in a series of Valor Water Analytics blog posts exploring water affordability, customer nonpayment, and technology that can enable utilities to deliver water more equitably and sustainably to all customers.  It was originally posted to  Valor Water Analytics on April 22, 2019. You can read the first post here.

Where We Are Today: Identifying and Reaching Vulnerable Customers

In our last blog post, we discussed affordability topics that have been relatively well-covered in the water industry and academic research: the definition and measurement of affordability in the context of water service delivery, and an overview of customer assistance program (CAP) creation and funding. Though not necessarily solved, these issues have been discussed in many publications and conference proceedings. In this post, we will discuss a topic that has received less coverage: how a lack of customer information and contact data makes it difficult for utilities to increase CAP enrollment. Continue reading

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