Asset Management Agenda – Summary
Comprehensive Asset Management Spreadsheet – Microsoft Excel
Day 1
Overview of Asset Management
- 1 – Asset Management Overview – pdf – full page slides
- 1 – Asset Management Overview – pdf – handout – 2 slides per page
- 1 – Website Links contained in presentation – Microsoft Word
Taking an asset inventory
- 2 – Taking an Asset Inventory – pdf – full page slides
- 2 – Taking an Asset Inventory – pdf – handout – 2 slides per page
- System Inventory Worksheet – Microsoft Word
- Instructions for Using the System Inventory Worksheet – Microsoft Word
- Asset Inventory Example – pdf of “Comprehensive Asset Management Spreadsheet.xlsx” – formatted to print on legal paper
Using the asset inventory and determining levels of service
- 3 – Determining Asset Level of Service – pdf – full page slides
- 3 – Determining Asset Level of Service – pdf – handout – 2 slides per page
- System Inventory Worksheet Example – Microsoft Word
- Consumer Satisfaction Survey Example 1 – Microsoft Word
- Consumer Satisfaction Survey Example 2 – Microsoft Word
- Consumer Satisfaction Survey Example 3 – Microsoft Word
- Communities Unlimited GIS Presentation and Information – pdf
Prioritizing assets – tools and processes
- 4 – Prioritizing Assets – pdf – full page slides
- 4 – Prioritizing Assets – pdf – handout – 2 slides per page
- Asset Prioritization Worksheet – Microsoft Word
- Instructions for Using the Asset Prioritization Worksheet – Microsoft Word
- Asset Prioritization Worksheet Example – Microsoft Word
Putting the Asset Management Team to Work
- 5 – Developing an Asset Management Team – pdf – full page slides
- 5 – Developing an Asset Management Team – pdf – handout – 2 slides per page
- Building an Asset Management Team – pdf
- Talking To Decision Makers – A Best Practices Guide – pdf
- Asset Management for Local Officials – pdf
- Water System Operators Roles and Responsibilities – pdf
- Water System Owner Roles and Responsibilities – pdf
Elements of the asset management plan
- 6 – Developing an Asset Management Plan – pdf – full page slides
- 6 – Developing an Asset Management Plan – pdf – handout – 2 slides per page
- 6 – Asset Inventory and Prioritization – pdf
- 6 – Asset Financing Plan – pdf
Asset pricing and costs
- 7 – Asset Pricing and Cost – pdf – full page slides
- 7 – Asset Pricing and Cost – pdf – handout – 2 slides per page
- CPI PPI Example for Measuring Future Prices – Microsoft Excel spreadsheet
Day 2
Developing an asset refurbishment/replacement plan
- 8 – Developing an Asset Replacement Plan – pdf – full page slides
- 8 – Developing an Asset Replacement Plan – pdf – handout – 2 slides per page
- 8 – Annual and Total Costs – Microsoft Excel spreadsheet
- 8 – Costs by Prioritization Score – Microsoft Excel spreadsheet
- 8 – Funding Timing Asset Selection – Microsoft Excel spreadsheet
Developing a financing strategy
- 9 – Developing a Financing Strategy – pdf – full page slides
- 9 – Developing a Financing Strategy – pdf – handout – 2 slides per page
- 9 – Financing Strategy – Microsoft Excel spreadsheet
- 9 – Loan Calculation Workbook – Microsoft Excel spreadsheet
- Financing Solutions for Small Community Water Systems – podcast link
- The 4-1-1 on Financing: Strategies and Support for Small Water and Wastewater Systems – podcast link
Financing Agencies
- Mississippi State Department of Health State Revolving Fund – pdf
- Mississippi Department of Environmental Quality State Revolving Fund – pdf
Rate setting to cover financial obligations
- 11 – Rate Setting – pdf – full page slides
- 11 – Rate Setting – pdf – handout – 2 slides per page
- Rate Study Tool – Excel spreadsheet
- Rate Study Spreadsheet – Association Example – pdf of reports contained in the tool; tool available upon request
- Rate Study Spreadsheet – Municipal Example – pdf of reports contained in the tool; tool available upon request
- Setting Effective Rates for a Public Water System – pdf
- EPA – FINAL Sustainable Water Rate STEP Guide_508 -pdf
Evaluating asset management plan progress
- 12 – Evaluating the Asset Management Plan – pdf – full page slides
- 12 – Evaluating the Asset Management Plan – pdf – handout – 2 slides per page
- 12 – Evaluation Plan Template – Microsoft Excel spreadsheet
Personnel as assets
- 13 – Personnel as Assets – pdf – full page slides
- 13 – Personnel as Assets – pdf – handout – 2 slides per page
- 2021 Water Utility Compensation Report – pdf
- 2023 Water Operator Age and Tenure Report – pdf
Wrapup and Overview
- 14 – Putting Everything Together – pdf – full page slides
- 14 – Putting Everything Together – pdf – handout – 2 slides per page
- Asset Management Report Example – Microsoft Word
- Asset Management Report Example – spreadsheet example – pdf
- Website Links – pdf
- Consolidation Report – pdf