The Effective Water Professional : Leadership, Communication, Management, Finance, and Governance.
Material type:
- text
- computer
- online resource
- 9781572783256
- 363.61068
- HD4461 .E39 2015
Intro -- Title Page -- Copyright -- Contents -- List of Figures -- List of Tables -- Preface -- Authors -- Acknowledgments -- Chapter 1 Introduction Richard Kuchenrither, Ph.D., P.E., BCEE -- 1.0 CHAPTER KEY POINTS -- 1.1 Chapter 2-Leadership -- 1.2 Chapter 3-Communication -- 1.3 Chapter 4-Management -- 1.4 Chapter 5-Utility Finance -- 1.5 Chapter 6-Governance -- 2.0 REFERENCES -- Chapter 2 Leadership Elisa M. Speranza and Kenneth W. Mirvis, Ed.D. -- 1.0 INTRODUCTION -- 2.0 SEEK FIRST TO UNDERSTAND -- 2.1 Will Duncan -- 2.2 Mary Ann Dickinson -- 2.3 The Atlanta Team -- 3.0 UNDERSTAND YOUR AUTHORIZING ENVIRONMENT -- 3.1 Mary Ann Dickinson -- 3.2 The Atlanta Team -- 4.0 CHOOSE YOUR BATTLES, AND YOUR ALLIES, WISELY -- 4.1 Julius Ciaccia -- 4.2 Mary Ann Dickinson -- 5.0 LEVERAGE THE HELIOTROPIC EFFECT -- 5.1 Irma Jones -- 5.2 Mary Ann Dickinson -- 5.3 The Atlanta Team -- 6.0 BE AUTHENTIC -- 6.1 The Atlanta Team -- 6.2 Mary Ann Dickinson -- 7.0 SUMMARY -- 8.0 REFERENCES -- 9.0 SUGGESTED READINGS -- 10.0 DISCUSSION QUESTIONS -- Chapter 3 Communication Brian Good, Christopher Hawkins, Linda Macpherson, Matt Mahoney, Jenifer Simpson, and Eleanor Torres -- 1.0 INTRODUCTION -- 2.0 WHAT DO WE KNOW ABOUT WATER? -- 2.1 Functions and Purpose of Water and Wastewater Utilities -- 2.2 Communicating the Basics about Water and the Water Cycle -- 2.3 Water Terminology -- 3.0 WHY WE COMMUNICATE -- 3.1 Gaining Support for Education and Communication -- 3.2 When Do We Communicate? -- 3.3 Typical Utility Operations -- 3.3.1 Construction and Maintenance Projects -- 3.3.2 Community Meetings -- 3.3.3 Board or Council Meetings -- 3.3.4 Customer Service -- 3.3.5 Customer Bills and Other Regular Communications -- 3.3.6 Regular Engagement at Community-Based Meetings -- 3.3.7 Community Events -- 3.3.8 Internal Communications -- 3.4 Crises/Emergencies.
3.5 Large Projects/Initiatives -- 3.6 Education and Engagement Programs -- 4.0 HOW WE COMMUNICATE: TECHNIQUES FOR ENGAGEMENT WITH Stakeholders -- 4.1 Branding -- 4.1.1 Definition of a Brand -- 4.1.2 Trends in Utility Branding -- 4.1.3 Effects of Utility Positive Branding -- 4.1.4 Brand Development -- 4.2 Communication Plans -- 4.2.1 Introduction -- 4.2.2 Communication Plan Case Study: New York City Bypass Tunnel -- 4.3 Communication Channels -- 4.3.1 Print Media -- 4.3.2 Radio/Television -- 4.3.3 Internet/Web Sites -- 4.3.4 Social Media -- 4.3.5 Guerilla Tactics -- 4.3.6 Education Approaches -- 4.3.6.1 Why Is Education Needed? -- 4.3.6.2 How Do We Educate the Community? -- 4.3.7 Presentations/One-on-One Discussions -- 4.3.8 Focus Groups -- 4.3.9 Blue Ribbon Panels -- 4.3.10 Customer Surveys -- 4.3.11 Tours and Tastings -- 4.4 Communication Skills -- 4.4.1 Communicating Technical Issues to Nontechnical Audiences -- 4.4.2 Communication Skills in the Workplace -- 4.4.2.1 Listening Skills -- 4.4.2.2 Verbal Communication -- 4.4.2.3 Written Communication -- 4.4.2.4 Presentation Skills -- 4.4.3 Conflict Resolution -- 4.4.3.1 Facilitation -- 4.4.3.2 Negotiation -- 4.4.3.3 Mediation -- 4.4.4 Change Management -- 5.0 THE IMPORTANCE OF STAKEHOLDER IDENTIFICATION AND OUTREACH -- 5.1 Stakeholder Identification -- 5.1.1 Why Is It Important to Identify Stakeholders? -- 5.1.2 How to Identify Stakeholders -- 5.2 Typical Stakeholders in the Water Industry -- 5.2.1 Consumers/Customers -- 5.2.2 Water and Wastewater Utilities -- 5.2.3 Regulators -- 5.2.4 Municipal Boards and Councils -- 5.2.5 Consultants and Contractors -- 5.2.6 Elected Officials and Community Leaders -- 5.2.7 Media -- 5.2.8 Advocacy Groups and Trade Associations -- 6.0 Summary -- 7.0 REFERENCES -- 8.0 DISCUSSION QUESTIONS -- Chapter 4 Management Bob Allen, Linda Kelly, Mike Matichich, and Sal Silvester.
1.0 INTRODUCTION -- 2.0 CUSTOMERS, CULTURE, AND TIME -- 2.1 Organizational Culture -- 2.2 Customer Focus -- 2.3 Time Management -- 3.0 STRATEGIC MANAGEMENT -- 3.1 Goals and Objectives -- 3.2 Indicators -- 3.3 Evaluation -- 4.0 DECISION-MAKING -- 4.1 Executive Strategy through Decisions -- 4.2 Decision Environments -- 4.3 Processes -- 4.4 People -- 4.5 Tools -- 4.6 Critical Thinking and Skill Development -- 5.0 MENTORING PEOPLE -- 5.1 Why Now in the Water Industry? -- 5.2 What Do Great Mentors Do? -- 5.3 Employee Goals and Development -- 5.3.1 Purpose -- 5.3.2 Crafting Goal Statements -- 5.3.3 Avoid the Pitfalls of Goal Setting -- 5.3.4 Providing Feedback -- 5.3.5 The Building Blocks of Feedback -- 5.3.5.1 The "A-Ha" Moment -- 5.3.5.2 Regular One-on-One Meetings -- 5.3.5.3 Regular Goal Reviews -- 5.3.5.4 Annual Performance Review -- 5.3.6 The Feedback Conversation -- 5.3.7 Building Self-Awareness -- 5.3.8 The Shift from "Smart" to "Aware" -- 5.3.9 How Do You Make the Shift? -- 5.3.10 Direct Feedback -- 5.3.11 360 Feedback Tools -- 5.4 Employee Reviews -- 5.5 Teams -- 5.5.1 Cultural Building Block 1: Clarify Team Purpose -- 5.5.1.1 Step 1: Clarify Team Type -- 5.5.1.2 Step 2: Define Team Purpose -- 5.5.2 Cultural Building Block 2: Establish a Team Communication Strategy -- 5.5.3 Cultural Building Block 3: Develop Team Norms -- 5.6 A Few Words about Behavior and Personalities -- 5.7 Mentoring in Summary -- 6.0 CHAPTER SUMMARY -- 7.0 REFERENCES -- 8.0 DISCUSSION Questions -- Chapter 5 Utility Finance Bill Stannard, John Mastracchio, Ryan Nagel, Amy Santos, and John Wright -- 1.0 INTRODUCTION TO UTILITY FINANCE -- 2.0 UTILITY BUSINESS MODELS -- 3.0 ACCOUNTING OVERVIEW -- 3.1 Importance of the Accounting Function -- 3.2 Generally Accepted Accounting Principles -- 3.3 Overview of Basic Annual Financial Statements.
3.4 Examples of Basic Utility Annual Financial Statements -- 3.5 Utility Chart of Accounts -- 3.6 Uniform System of Accounts for Water and Wastewater Utilities -- 4.0 BUDGETING -- 4.1 Importance of the Annual Budgeting Process -- 4.2 Budgeting and the Annual Utility Financial Management Process -- 4.3 Utility Budgeting Basics -- 4.4 Importance of Comparing Actual Versus Budgeted Financial Results -- 5.0 STRATEGIC FINANCIAL PLANNING -- 5.1 Planning Objectives Addressed in a Strategic Financial Plan -- 5.2 Planning Periods Used in the Strategic Financial Planning Process -- 5.3 Strategic Financial Planning and the Utility Capital Planning Process -- 5.4 Steps in the Development of a Strategic Financial Plan -- 5.4.1 Demand and Revenue Forecasting: Estimating Future Customer Demand -- 5.4.2 Demand and Revenue Forecasting: Customer Account Growth -- 5.4.3 Demand and Revenue Forecasting: Forecast of Revenue at Existing Rates -- 5.4.4 Demand and Revenue Forecasting: Price Elasticity of Demand -- 5.5 Revenue Requirement Components -- 5.5.1 Forecast of Operations and Maintenance Expenditures: Cost Escalation Factors -- 5.5.2 Forecast of Capital Improvement Program Expenditures: Construction Cost Inflation -- 5.5.3 Target Cash Reserve Balances and the Revenue Requirement from Rates -- 5.5.4 Target Debt Service Coverage and the Revenue Requirement from Rates -- 5.6 The Capital Improvement Program Financing Strategy -- 5.7 The Importance of Scenario Analysis in Strategic Financial Planning -- 5.8 Putting It All Together-An Example Utility Strategic Financial Plan -- 5.9 Revenue Requirement from Rates -- 6.0 THE CAPITAL IMPROVEMENT FINANCING PLAN -- 6.1 Capital Financing Alternatives -- 6.1.1 Internal Funding Versus External Financing -- 6.1.2 Common Capital Financing Alternatives -- 6.1.2.1 General Obligation Bonds -- 6.1.2.2 Revenue Bonds.
6.1.2.3 Bond Credit Enhancements -- 6.1.2.4 Bond Anticipation Notes -- 6.1.2.5 Government Loans -- 6.1.2.6 Bank Loans -- 6.1.2.7 Commercial Paper -- 6.1.3 Other Sources of Capital Funding -- 6.1.3.1 Grants -- 6.1.3.2 Contributions -- 6.1.4 Public-Private Partnerships -- 6.2 Accessing the Capital Markets -- 6.3 The Financing Team and Process -- 6.3.1 Step 1: Obtaining Approval -- 6.3.2 Step 2: Assembling the Financing Team -- 6.3.2.1 Internal Finance Staff -- 6.3.2.2 Legal Representation -- 6.3.2.3 External Financing Professionals -- 6.3.2.3.1 Financial Advisor -- 6.3.2.3.2 Accountant -- 6.3.2.3.3 Underwriter -- 6.3.2.3.4 Commercial Bank -- 6.3.2.3.5 Trustee -- 6.3.2.4 Project Professionals -- 6.3.2.5 Financial Feasibility Consultant -- 6.3.2.6 Engineering Consultant -- 6.3.3 Step 3: Preparing a Financing Schedule -- 6.3.4 Step 4: Preparing the Financing Documents -- 6.3.4.1 The Bond Resolution -- 6.3.4.2 The Financial Feasibility Report and Certificate -- 6.3.4.3 The Engineer's Report and Certificate -- 6.3.4.4 The Official Statement -- 6.3.5 Step 5: Obtaining a Credit Rating -- 6.3.6 Step 6: Sale and Pricing of the Bonds -- 6.3.7 Step 7: Postsale Activities -- 6.4 Cost of Service and Utility Service Rates -- 6.4.1 The Cost-of-Service Concept -- 6.4.2 Cost of Service and Process -- 6.4.2.1 Water Utility Cost of Service -- 6.4.2.1.1 Cost Classification -- 6.4.2.1.2 Cost Allocation -- 6.4.2.1.3 Cost Distribution -- 6.4.2.2 Wastewater Utility Cost of Service -- 6.4.2.2.1 Cost Classification -- 6.4.2.2.2 Cost Allocation -- 6.4.2.2.3 Cost Distribution -- 6.4.3 Regulatory and Legal Considerations -- 6.4.4 Rate Structure Design -- 6.4.4.1 Methods of Revenue Recovery for Water and Wastewater Utilities -- 6.4.4.2 Rate Structure Pricing Objectives for Water and Wastewater Utilities -- 6.4.4.3 The Design of Fixed Charges for Water and Wastewater Utilities.
6.4.4.4 Example of Meter Charge Rate Design.
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Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2024. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.
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