Kirkwood Meadows Public Utility District Personnel Committee … · 2019-03-15 · Kirkwood Meadows Public Utility District Personnel Committee REGULAR MEETING NOTICE NOTICE IS HEREBY

Kirkwood Meadows Public Utility District Personnel Committee

REGULAR MEETING NOTICE

NOTICE IS HEREBY GIVEN that the Personnel Committee of the Kirkwood Meadows Public Utility District has called a Regular Meeting of the Committee to be held on Tuesday, January 23, 2018 at 12:00 P.M. at the Kirkwood Meadows Public Utility District, Community Services Building, 33540 Loop Road, Kirkwood, CA 95646.

The Agenda for this Regular Meeting is:

1. Training

a. General Manager Pg. 2

i. Financial Training Options. GM Christeson Pgs. 3-73

b. Staff Training Update. HR Norton

c. Board Training Update. HR Norton

2. Team Building

a. Spring Event. GM Christeson

3. Confidential/Privileged Items

a. Method of Consideration of Confidential/Privileged/Negotiated Items. Director Smith Pgs. 74-75

4. Personnel Committee Charter

a. Review and Discussion of the Personnel Committee Charter. Director Smith Pgs. 76-77

5. Future Topics Pg. 78

6. Next Meeting/Staff Recommendation: Tuesday, March 27, 2018 – 12:00 P.M.

Dated: January 16, 2018

____________________________________

Kirkwood Meadows PUD

Recommended By: Organization Course Course Type Date(s) Location Price

Moss Adams EUCI Electric Utility Financial Basics: An Introductory Primer Financial (Electric) 2/21-2/22 Denver, CO 1,395$

Moss Adams EUCI

Introduction to Cost-of-Service Concepts and Techniques for

Electric Utilities Financial (Electric) 3/12-3/13 Anaheim, CA 1,295$

Moss Adams EUCI Introduction to Rate Design for Electric Utilities Financial (Electric) 3/14-3/15 Anaheim, CA 1,295$

Moss Adams American Public Power Assoc. Public Utility Accounting Financial (Electric) 1/29-1/30 Anaheim, CA 1,690$

Moss Adams American Public Power Assoc. Advanced Public Utility Accounting Financial (Electric) 2/1-2/2 Anaheim, CA 1,690$

Moss Adams American Public Power Assoc. Basic Cost of Service: Concepts and Rate Planning Financial (Electric) 1/29 Anaheim, CA 1,090$

Moss Adams American Public Power Assoc.

Intermediate Cost of Service:

Implementation and Best Practices Financial (Electric) 1/30-1/31 Anaheim, CA 1,690$


Advanced Cost of Service: Rate Trends and Distributed

Generation Impacts Financial (Electric) 2/1-2/2 Anaheim, CA 1,690$

Moss Adams American Public Power Assoc. Public Utility Accounting Financial (Electric) 5/14-5/15 Denver, CO 1,690$

Moss Adams American Public Power Assoc. Advanced Public Utility Accounting Financial (Electric) 5/17-5/18 Denver, CO 1,690$

Moss Adams American Public Power Assoc. Basic Cost of Service: Concepts and Rate Planning Financial (Electric) 5/14 Denver, CO 1,090$


Intermediate Cost of Service:

Implementation and Best Practices Financial (Electric) 5/15-5/16 Denver, CO 1,690$


Advanced Cost of Service: Rate Trends and Distributed

Generation Impacts Financial (Electric) 5/17-5/18 Denver, CO 1,690$

Moss Adams NWPPA Accounting & Finance Conference Financial (Electric) 6/19-6/20 Spokane, WA 1,995$

E. Christeson CSDA Beyond the Basics: Strategies for Implementing Funding Financial (General) 5/9 Claremont, CA 225$

E. Christeson CSDA PROPOSITION 26, PROPOSITION 218, AND RATE SETTING Financial (General) 5/30 Las Flores 225$

E. Christeson CSDA

FINANCIAL MANAGEMENT FOR

SPECIAL DISTRICTS Financial (General) TBD TBD 225$

E. Christeson FAI Utility Finance & Accounting for Non-Financial Professionals Financial (General) TBD TBD 1,995$

E. Christeson UIEC Utility Executive Course General & Financial (General) 6/10-6/28 Moscow, ID 13,750$

E. Christeson San Diego State University MPA Online General & Financial (General) 16 Months On-Line 19,800$

2

February 21-22, 2018 EUCI Office

4601 DTC BlvdDenver, CO

COURSE

ELECTRIC UTILITY FINANCIAL BASICS: AN INTRODUCTORY PRIMER

TAG US #EUCIEvents FOLLOW US @EUCIEvents

EUCI is authorized by IACET to offer 1.0 CEUs for the course

EUCI is authorized by CPE to offer 11.5 credits for the course

3

ELECTRIC UTILITY FINANCIAL BASICS: AN INTRODUCTORY PRIMER February 21-22, 2018 | Denver, CO

PAGE 2EUCI | 4601 DTC Blvd., Suite 800 | Denver, CO 80237www.euci.com | p: 303-770-8800 | f: 303-741-0849

REGISTER TODAY! CALL 303-770-8800 OR VISIT WWW.EUCI.COM

OVERVIEWElectric utilities are monopoly service providers and therefore subject to unique financial requirements and regulation. Unlike competitive service providers, rates charged and cost recovery mechanisms are subject to unique principles and differing levels of regulatory oversight ranging from self-regulation in the case of electric cooperatives to local board or council regulation in the case of municipals, to state commission price regulation in the case of Investor Owned Utilities (IOUs). This introductory class provides a brief overview of the American power industry evolution and explains the principles of monopolistic price regulation (i.e., cost of service), the various types of electric utilities, and financial basics for each. Explanations of the basic financial concepts for electric utilities will be provided with a focus on Investor Owned Utilities.

LEARNING OUTCOMES• Discuss the regulatory evolution of the American power industry• Identify the need for price regulation of a monopolistic enterprise• Describe different regulatory regimes governing electric utilities• Examine different types of electric industry participants (munis, coops, gencos, discos, transcos, IOUs, ISOs, RTOs)• Discuss the basic financial elements for an electric utility (IOU/Muni)• Explain the basic elements of financial reports for an electric utility (IOU/Muni)• Define basic cost of service approach (IOU/Muni)• Identify the concept of rate base, rate of return and return on equity• Identify financial planning tools for electric utilities

WHO SHOULD ATTENDThis basic introductory level class would be applicable to regulators, commissioners, utility finance staff, general managers, accounting personnel, rate analysts and similar industry stakeholders.

“Fantastic primer on electric utility financials. The material covered in this course was extremely relevant and will be applicable to my role.”

Communications Manager, EPRI

“I enjoyed learning as well as participating in class discussions with other ‘students’ sharing diverse experiences and ideas, while widening my understanding of the subject.”

Accountant, IREA

4

http://www.euci.com



AGENDAWEDNESDAY, FEBRUARY 21, 2018

8:00 – 8:30 am Registration and Breakfast

8:30 am – 5:00 pm Course Timing

12:00 – 1:00 pm Group Luncheon

• Introductions and Overview• Evolution of the American Electric Power Industry o Background & History o Timeline of Key Regulations o Current Industry Organization and Participants• Current Industry Organization and Particpants o Genco o Transco o Disco o RTO/ISO• Price Regulation of a Monopolistic Enterprise o Basic Concepts o Rules for Price Setting o Regulatory Regimes and Industry Participants• Introduction to Electric Utility Finance and Ratemaking o Types of Ownership o Regulatory Oversight by Sector and Participant• Basic Financial Elements of the Electric Utility Business o FERC Uniform System of Accounts o FERC Form 1 o Rate Base - Capital Assets * Allowance for Funds Used During Construction * Construction Work in Process - Regulatory Assets - Accumulated Depreciation - Working Capital - Deferred Taxes o Return on Rate Base o Revenue Requirement• Public Versus Private Utility Accounting Concepts o Depreciation o Debt Service o Franchise Fees/Taxes/Payments in Lieu of Taxes (PILOT) o Margins Versus Profit o Ratebase/Rate of Return o Enterprise Funds• Basic Electric Utility (IOU/Muni) Financials o Reports - Balance Sheet - Income Statement - Operating Budget - Capital Budget• How to Read Your Bill• Wrap Up and Adjourn

“Good course to introduce high level concepts of utility financials, as well as, the history leading to today’s structure.”

Manager, Transmission Service, MISO

“Knowledgeable speaker!”

Senior Accountant, Xcel Energy

5

http://www.euci.com




THURSDAY, FEBRUARY 22, 2018

8:00 – 8:30 am Registration and Continental Breakfast

8:30 am – 12:00 pm Course Timing • Review of Day 1• How Electric Utility Financials Translate into Rates o Revenue Requirement o Capital Improvement Plan o Cost of Service o Rate Design• Financial Planning Tools o Financial Management Plan o Competitiveness with Surrounding Utilities o Examine Rate Design Impacts o Dynamic Dashboards• Wrap Up and Adjourn

AGENDA

Lisa M. Vedder, MBA, CIA, CCSA Principal Consultant, Willdan Financial ServicesHarvard University: Master in Public AdministrationUniversity of Wisconsin-Madison: B.S. Industrial Engineering

Ms. Vedder is a Principal Consultant at Willdan Financial Services. She has over 25 years of experience in the utility industry with special emphasis on electric and natural gas industry restructuring in the U.S. Her career spans the electric, natural gas, solid waste, wastewater, water and telecommunications utility sectors. Her responsibilities include utility cost of service and rate design studies, strategic business planning, and organizational assessments. Her areas of expertise include finance, regulatory policy, cost allocation, complex quantitative modeling, power markets, power supply contracts, and auditing. She specializes in regulatory treatment methodologies for costs associated with both regulated and competitive activities, fuels portfolios, bond financing, transmission rates and services, and the electric and natural gas sectors at the wholesale and retail levels. She has served as an Independent Auditor to an IOU for large-scale third party solar and wind procurements and as a subject matter expert to the Provincial Auditor of Saskatchewan in an audit of a competitive power solicitation. She was technical lead to the Joint Outreach Team for the Department of Energy’s Defining the Future of the Grid Initiative in 2012. She served as Lead Auditor for an ISO 14001 Environmental Management System Consolidated Audit of a $245M state-of-the art wastewater treatment plant. Ms. Vedder has conducted privatization and securitization analyses, negotiated complex deals, and mediated disputes. She has led workshops; prepared written testimony, white papers, and briefs; and submitted to the Federal Energy Regulatory Commission (FERC), various state regulatory agencies, and an international tribunal. She is a trained facilitator and studied leadership and change management at Harvard where her Methodological Areas of Concentration included Negotiation & Conflict Resolution and Regulation & Industry Analysis.

Ms. Vedder, a member of Tau Beta Pi and Alpha Pi Mu, was the Women’s Leadership Initiative Fellow for her class at Harvard. She is a Certified Internal Auditor and holds a Certification in Control Self-Assessment.

INSTRUCTOR

6

http://www.euci.com



REQUIREMENTS FOR SUCCESSFUL COMPLETIONParticipants must sign in/out each day and be in attendance for the entirety of the course to be eligible for continuing education credit.

INSTRUCTIONAL METHODSThis program will use PowerPoint Presentations, group discussions, as well as active participation.

IACET CREDITSEUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET). In obtaining this accreditation, EUCI has demonstrated that it complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 1.0 CEUs for the course.

CPE CREDITSEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion. EUCI is authorized by CPE to offer 11.5 credits for the course

EVENT LOCATIONEUCI Conference Center4601 DTC Blvd., B-100, Denver, CO, 80237

PREFERRED HOTELHyatt Place Denver Tech Center8300 E. Crescent Parkway, Greenwood Village, CO 80111 (0.9 miles away)Call Central Reservations at 888-492-8847 and ask for the EUCI rate of US $149 plus applicable tax (CODE: EUCI) or visit Hyatt Place Denver Tech Center - EUCI

OTHER NEARBY HOTELS

Any organization wishing to send multiple attendees to this course may send 1 FREE for every 3 delegates registered. Please note that all registrations must be made at the same time to qualify.

Hyatt Regency Denver Tech Center7800 E. Tufts Ave, Denver, CO 80237Phone: 303-779-12340.3 miles away

Hilton Garden Inn Denver Tech Center7675 E. Union Ave, Denver, CO 80237Phone: 303-770-42000.6 miles away

Denver Marriott Tech Center4900 S. Syracuse St, Denver, CO 80237Phone: 303-779-11000.7 miles away

7

http://www.euci.com

https://denvertechcenter.place.hyatt.com/en/hotel/home.html?corp_id=102338


PLEASE REGISTER

REGISTRATION INFORMATION Mail Directly To:EUCI4601 DTC Blvd., Ste. 800Denver, CO 80237OR, scan and email to: [email protected]

WWW.EUCI.COMp: 303-770-8800f: 303-741-0849

EUCI Offices4601 DTC Blvd, B-100Denver, CO

See nearby hotels on page 5

ELECTRIC UTILITY FINANCIAL BASICS: AN INTRODUCTORY PRIMER COURSEFebruary 21-22, 2018 | Denver, CO: US $1395Early bird on or before February 2, 2018: US $1195

Substitutions & CancellationsYour registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before January 19, 2018 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of course cancellation, EUCI’s liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800. EUCI reserves the right to alter this program without prior notice.

EVENT LOCATION

ENERG ZE WEEKLYEUCI’s Energize Weekly e-mail newsletter compiles and reports on the latest news and trends in the energy industry.Newsletter recipients also receive a different, complimentary course presentation every week on a relevant industry topic. The presentations are selected from a massive library of more than 1,000 current presentations that EUCI has gathered during its 30 years organizing courses.

Sign me up for Energize Weekly

How did you hear about this event? (direct e-mail, colleague, speaker(s), etc.)

Print Name Job Title

Company

What name do you prefer on your name badge?

Address

City State/Province Zip/Postal Code Country

Phone Email

List any dietary or accessibility needs here

CREDIT CARD INFORMATION

Name on Card

Account Number

Exp. Date

OR Enclosed is a check for $ to cover registrations.

Security Code (last 3 digits on the back of Visa and MC or 4 digits on front of AmEx)

Billing Address

Billing City Billing State

Billing Zip Code/Postal Code

8

INTRODUCTION TO COST-OF-SERVICE CONCEPTS AND TECHNIQUES FOR ELECTRIC UTILITIESMarch 12-13, 2018Hyatt Regency Orange County Anaheim, CA

INTRODUCTION TO RATE DESIGN FOR ELECTRIC UTILITIES March 14-15, 2018 Hyatt Regency Orange County Anaheim, CA

EUCI is authorized by IACET to offer 1.4 CEUs for the Cost of Service course and 1.3 CEUs for the Rate Design course

EUCI is authorized by CPE to offer 16.5 credits for the Cost of Service course and 15.5 credits for the Rate Design course

COURSES

9

INTRODUCTION TO COST-OF-SERVICE CONCEPTS AND INTRODUCTION TO RATE DESIGN March 12-13 & 14-15 | Anaheim, CA



INTRODUCTION TO COST-OF-SERVICE CONCEPTS AND TECHNIQUES FOR ELECTRIC

OVERVIEWThis two-day course will lead participants through the cost-of-service process from start to finish in detail. We will discuss and compare differences among investor-owned utilities, municipal utilities, and electric cooperatives in cost-of-service principles and techniques. Both traditional and unbundled cost-of-service analytical techniques will be discussed. Each participant will complete a sample cost-of-service analysis during the course. Training materials will be provided.

RECOMMENDED BACKGROUNDNo prior cost-of-service experience is required, although knowledge of utility system infrastructure, business environment, and operations will be helpful. To participate in model development, a laptop computer with Microsoft Excel 2003 or later is required.

LEARNING OUTCOMES• Discuss FERC Uniform System of Accounts• Identify revenue requirements• Examine utility case studies• Discover energy allocation factors• Define the steps in the ratemaking process• List cost classifications

WHO SHOULD ATTENDThis course is recommended for policymakers, managers, attorneys, regulators, key accounts representatives, accountants, engineers, and analysts who would like introductory, hands-on training related to cost-of-service concepts and techniques for electric utilities.

“It was a very engaging and insightful class. Scott and David were also very knowledgeable with tons of experience to draw upon.”

Utility Accountant, LADWP

10

http://www.euci.com




INTRODUCTION TO COST-OF-SERVICE AGENDAMONDAY, MARCH 12, 2018


8:00 – 8:30 am Course Overview and Introduction • Course objectives • Course overview o Steps in ratemaking process o Steps in cost-of-service process o Developing cost-of-service analysis – different perspectives o Interpreting cost-of-service results

8:30 – 9:00 am Overview of Cost-of-Service Process • Process overview • Introduction • State regulatory process • Local regulatory process • Federal mandates • The cost-of-service team • Stakeholders

9:00 – 10:15 am Study Preparation • Introduction • Four important considerations • Common supporting analyses to ensure success • Financial planning • Study period selection • Load research study • System loss study • Resource planning studies • Minimum system studies • Accounting for direct assignment • Lighting study • Load forecasting

10:15 – 10:30 am Morning Break

10:30 – 11:30 am Policies, Objectives, and Strategies • Introduction • Policies • Objectives • Strategies o Marginal vs. embedded costs o Cost unbundling o Competitive pricing o Time-of-use pricing support o Real-time pricing support o Varying return on investment o Cost recovery through rules and regulations o Other strategies

“A great overview for all levels of experience. Materials covered the basics and touched on more complex issues. The speakers had the knowledge and expertise to fully answer all the in-depth questions.”

Analyst, Brubaker & Associates Inc.

11

http://www.euci.com




MONDAY, MARCH 12, 2018 (CONTINUED)

11:30 am – 12:30 pm Group Luncheon

12:30 – 2:15 pm Revenue Requirement • Introduction o Steps in rate design process o Definition o What is included in revenue requirement • Test year concept o Known and measurable adjustments o Used and useful adjustments o Components • Utility approach (IOU) o FERC Uniform System of Accounts o Rate base - Components - Definitions o Return on rate base - Weighted average cost of capital (WACC) - Cost of debt - Cost of equity o Utility case studies• Utility approach (regulated cooperative) • Cash approach (municipal) • Debt service coverage ratio • Comparison • Adjustments to base rates • Introduction to cost-of-service model • ATTACHMENTS: revenue requirements examples 5-1 through 5-4

2:15 – 2:30 pm Afternoon Break

2:30 – 4:00 pm Revenue Requirement (cont.) • Classroom exercise No. 1: revenue requirement test year adjustment – adding a new load • Classroom exercise No. 2: revenue requirement test year adjustment – adding a new resource

4:00 – 4:30 pm Cost Allocation Methodologies • Introduction o Steps in ratemaking process o Sample cost allocation methods • Common approaches to cost allocation o Embedded o Marginal • Common approaches to cost allocation o Bundled o Unbundled

INTRODUCTION TO COST-OF-SERVICE AGENDA

“Excellent overview of the entire cost of service process for people new to topic or needing a refresher done by two excellent speakers.”

Budget & Rates Analyst, Great River Energy

12

http://www.euci.com




TUESDAY, MARCH 13, 2018

7:30 – 8:00 am Continental Breakfast

8:00 – 8:30 am Review of Day 1

8:30 – 10:00 am Functionalization of Costs • Introduction o Steps in ratemaking process - Bundled approach - Unbundled approach • Business unit concept o Products and services o Allocations - Direct - Derived • Classroom exercise No. 3: functionally unbundling costs


10:15 – 11:00 am Classification of Costs • Introduction o Steps in ratemaking process o Basic cost categories • Fixed and variable costs • Cost classifications o Demand-related o Energy-related o Customer-related o Revenue-related o Direct assignments • Classification of functions • Special studies o Minimum systems o Zero intercept • Classroom exercise No. 4: classification of distribution plant

11:00 – 11:45 am Rate Class Determination • Overview of issues o Rate classes o Number of classes o Type of classes o Classes within classes o Rate class trends: community solar o Cost-of-service support



“Very dynamic and engaging speakers! I learned a lot that added relevance and helped put my daily work tasks in perspective.”

Sr. Regulatory Analyst, NiSource/NIPSCO

“This course is worth the time for anyone new to cost of service modeling and analysis.”

Administrator – COS, Tampa Electric Company

13

http://www.euci.com




TUESDAY, MARCH 13, 2018 (CONTINUED)

12:45 – 2:15 pm Development of Allocation Factors • Introduction o Steps in ratemaking process • Demand allocation factors o Coincident peak o Non-coincident peak o Sum of max demands o Average and excess o Other o Utility Case Studies• Energy allocation factors • Customer allocation factors • Revenue allocation factors • Direct assignment • Classroom exercise No. 5: development of demand allocation factors

2:15 – 3:15 pm Allocation of Costs • Classroom exercise No. 6: allocated cost-of-service


3:30 – 4:00 pm Interpreting Cost-of-Service Results • Introduction • Subsidization o Inter-class subsidization o Intra-class subsidization

4:00 – 4:15 pm Course Wrap-Up


“Would highly recommend this course for anyone who is seeking to learn solid fundamental skills in cost-of-service study and rate design concepts.”

Staff Counsel, Kentucky PSC

“The course content and speakers exceeded my expectations.”

Sr. Manager, Member Relations, Tri-State G&T

“This class was very beneficial for me. It has given me more of a high-level view of the cost-of-service concepts and techniques.”

Regulatory Affairs Coordinator, Entergy

14

http://www.euci.com



INTRODUCTION TO RATE DESIGN FOR ELECTRIC UTILITIES

OVERVIEWThis two-day course will introduce rate design concepts to participants. The course will build upon information discussed and developed in the Introduction to Cost-of-Service Concepts and Techniques for Electric Utilities course. Each participant will work through sample rate design exercises during the course. Training materials will be provided.

RECOMMENDED BACKGROUNDNo prior rate design experience is required, although knowledge of utility system infrastructure, business environment, and operations will be helpful. To participate in model development, a laptop computer with Microsoft Excel 2003 or later is required.

LEARNING OUTCOMES• Discuss pricing interface and implications of risk• Examine how to develop cost curves• Review classroom exercises on developing cost curves, solar installation, and designing bundled rates• List ratemaking guidelines• Identify special rate provisions

WHO SHOULD ATTENDThis course is recommended for policymakers, managers, attorneys, regulators, key account representatives, accountants, engineers, and analysts who would like introductory, hands-on training related to rate design concepts for electric utilities.

“Make rate development positions easier by attending an EUCI course taught by experienced professionals that can be easily understood.”

Administrator – COS, Tampa Electric Co.

“This program benefits a wide section of industry professionals and facilitates individuals with various backgrounds to work and learn together.”

Counsel, SC House

15

http://www.euci.com




WEDNESDAY, MARCH 14, 2018


8:00 – 8:30 am Course Overview and Introduction • Introduction o Building on cost of service o Overlap o Background and requirements • Instructors • The process

8:30 – 9:30 am General Ratemaking and Regulatory Principles • Introduction • Bonbright principles • Regulations • Factors • Objectives • Ratemaking guidelines o Factors o Rate adjustments o Competing objectives • Equity • Rate levels • Social engineering • Competition • Simplicity

9:30 – 11:30 am Electric Utility Pricing: Trends That Matter • Fundamental trends affecting electric utility pricing o Global changes o Utility environment o Advanced metering infrastructure o Customer environment • Pricing interface • Pricing implications of risk • Transactional risk / Decoupling • Risk management strategies • Pricing strategies


10:45 – 11:30 am Electric Utility Pricing: Trends That Matter (Continued)• Storage• Solar rate considerations/ value of solar• Classroom exercise No. 1: special rate design – solar installation


INTRODUCTION TO RATE DESIGN AGENDA

“This course was well presented and worth my time.”

Sr. Manager, Member Relations, Tri-state G&T

“Very helpful class to a new rate designer! Important to understand as our industry is facing very challenging times.”

Rate Specialist, Alabama Power Company

16

http://www.euci.com




WEDNESDAY, MARCH 14, 2018 (CONTINUED)

12:30 – 2:00 pm Applying Cost-of-Service Results • Cost-of-service overview • Developing cost curves o Bundled embedded cost o Unbundled embedded cost o Marginal cost • Evaluation of competitive alternatives • Classroom exercise No. 2: developing cost curves


2:15 – 3:30 pm Traditional Rate Design • Rate overview • Flat rate (energy only) • Two-part rate (customer/energy or energy/demand) • Three-part rate (energy/demand/customer) • Blocked rates o Declining o Inverted/inclining • Wright rate • Relationship between rate design and cost curves • Classroom exercise No. 3: designing bundled rates

3:30 – 4:00 pm Unbundled Rate Design • Unbundled rate overview • Traditional bundled vs. unbundled • Unbundling strategies

THURSDAY, MARCH 15, 2018

7:30 – 8:00 am Continental Breakfast

8:00 – 8:30 am Review of Day 1

8:30 – 9:15 am Marginal Cost Pricing • Resources • Application and use • Short run and long run • Marginal capacity costs • Production cost modeling • Marginal energy costs • Marginal transmission costs • Revenue reconciliation • Dilemma of reconciliation


“Excellent overview of how rates are designed and the many political and economic factors that go into them.”

Budget & Rates Analyst, Great River Energy

“I would highly recommend this course with these speakers for anyone wanting to have a fundamental understanding of rate design.”

Staff Counsel, Kentucky PSC

17

http://www.euci.com




THURSDAY, MARCH 15, 2018 (CONTINUED)

9:15 – 10:45 am Time Based Rates and Demand Management • Review of EPAct 2005• Time‐of‐Use Overview• Real Time Pricing• Critical Peak Pricing• Load Reduction Credits• Other Approaches• Smart Metering• Time‐of‐Use o Seasonal o Daily / Hourly o Cost Differentials o Variations• ATTACHMENT: Examples of Rate Design 8‐1 through 8‐6• Designing Time‐of‐Use Rate o Time Periods o Cost Differentials o Price Elasticity o Changes – Class Load Characteristics o Changes – Revenue o Changes – Time Related Costs o Rate Level Adjustments• Demand Management


11:00 am – 12:00 pm Special Rate Provisions• Minimum Bills• Demand Ratchets• Power Factor• Service Voltage• Paying for Growth• Customer Ownership of Facilities• Energy Cost Adjustment Charges• Net Metering• Standby Rates• Feed‐In Tariffs• Special Contracts• Others

12:00 – 1:00 pm Group Luncheon

1:00 – 2:30 pm Classroom Exercise No. 4a – Residential Rate Design


2:45 – 3:30 pm Classroom Exercise No. 4b – Commercial Rate Design


“The many years of experience of the instructors was readily evident through their excellent responses to student questions and their engaging discussion of the class topics.”

Manager of Engineering Services, GVEA

18

http://www.euci.com



THURSDAY, MARCH 15, 2018 (CONTINUED)

3:30 – 4:00 pm Interclass Transitions and Communicating the Plan • Introduction • Rate form transition problems • Promotional and special rates • Communicating the plan o Confidence in data o Summarize process o Known and measurable changes to test year o Do not hide facts • Example graphs • Communications summary

4:00 – 4:15 pm Course Wrap-Up

COURSE INSTRUCTORS Scott H. BurnhamExecutive Consultant, NewGen Strategies & Solutions LLC

Mr. Burnham has over 18 years of experience in consulting, management, cost-of service, feasibility analyses and valuation services. His responsibilities include development of revenue requirements, costs-of-service allocation methodologies, rate design and revenue adequacy studies, utility valuation analyses and other engineering economic analysis. His project feasibility, financing and system acquisition projects have provided clients with a sound financial basis upon which to make decisions on purchasing, selling or modifying facilities. His rate related projects have included those that required the development and review of retail and wholesale electric rates, and rate structures, and analysis of rate riders for interruptible industrial rates, environmental cost adjustment rates, energy / fuel cost recovery and others. He has also assisted industrial customers in rates negotiation and evaluation.

Mr. Burnham has also been involved in feasibility and implementation studies, independent engineering reviews, operation and maintenance reviews, planning studies and valuation studies for generation assets. He has led multiple projects that have focused on determining the value of distributed solar resources to specific utilities. His clients have included municipal utilities, investor-owned utilities, electric cooperatives, and private sector clients.

David A. Berg, P.E. Principal, Dave Berg Consulting, LLC

Mr. Berg is a Principal with Dave Berg Consulting, LLC, and has more than 32 years of experience. He specializes in consulting services requiring a combination of technical and financial expertise. His electric industry restructuring and pricing work has assisted utilities in stabilizing their customer base and revenues in an increasingly complicated environment as well as in educating them on the particular industry changes that could affect their operations most significantly. His project feasibility, financing and system acquisition projects have provided clients with a sound technical and financial basis upon which to make decisions on purchasing, selling or modifying facilities. He understands the special issues confronting small and medium size municipal utilities, as well as the joint action agencies serving these utilities. He has also assisted industrial customers in analyzing particular industry issues that impact their operations.

Mr. Berg has also been involved in financial and technical evaluation of power generation projects that utilize alternative fuels. These have included landfill gas, biomass and wind generation projects.

Mr. Berg is a popular speaker both at utility training sessions and state and national conferences, due to his ability to focus on the essential points of complicated issues and to recommend actions appropriate to the audience.


19

http://www.euci.com



REQUIREMENTS FOR SUCCESSFUL COMPLETIONParticipants must sign in/out each day and be in attendance for the entirety of the course to be eligible for continuing education credit.

INSTRUCTIONAL METHODSPowerPoint presentations, classroom discussions, and question-and-answer sessions will be used in this conference.

IACET CREDITSEUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET). In obtaining this accreditation, EUCI has demonstrated that it complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 1.4 CEUs for the Cost of Service course and 1.3 CEUs for the Rate Design course

CPE CREDITSEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion. EUCI is authorized by CPE to offer 16.5 credits for the Cost of Service course and 15.5 credits for the Rate Design course

EVENT LOCATIONA room block has been reserved at the Hyatt Regency Orange County, 11999 Harbor Blvd, Garden Grove, CA 92840, for the nights of March 11-14, 2018. Room rates are $169 plus applicable tax. Call 1-714-750-1234 for reservations and mention the EUCI event to get the group rate. The cutoff date to receive the group rate is February 11, 2018 but as there are a limited number of rooms available at this rate, the room block may close sooner. Please make your reservations early.

REGISTER 3, SEND THE 4TH FREEAny organization wishing to send multiple attendees to these conferences may send 1 FREE for every 3 delegates registered. Please note that all registrations must be made at the same time to qualify.

20

http://www.euci.com


PLEASE REGISTER

REGISTRATION INFORMATION Mail Directly To:EUCI4601 DTC Blvd., Ste. 800Denver, CO 80237OR, scan and email to: [email protected]

WWW.EUCI.COMp: 303-770-8800f: 303-741-0849

A room block has been reserved at the Hyatt Regency Orange County, 11999 Harbor Blvd, Garden Grove, CA 92840, for the nights of March 11-14, 2018. Room rates are $169 plus applicable tax. Call 1-714-750-1234 or click here for reservations and mention the EUCI event to get the group rate. The cutoff date to receive the group rate is February 11, 2018 but as there are a limited number of rooms available at this rate, the room block may close sooner. Please make your reservations early.

BEST VALUE: BOTH COURSES: INTRODUCTION TO COST-OF-SERVICE CONCEPTS AND TECHNIQUES FOR ELECTRIC UTILITIES AND INTRODUCTION TO RATE DESIGN FOR ELECTRIC UTILITIES: MARCH 12-15, 2018: US $2495 EARLY BIRD on or before FEBRUARY 23, 2018: $2295

OR CHOOSE A SINGLE COURSE BELOW:

INTRODUCTION TO COST-OF-SERVICE CONCEPTS AND TECHNIQUES FOR ELECTRIC UTILITIES MARCH 12-13, 2018: $1495 EARLY BIRD on or before FEBRUARY 23, 2018: $1295

INTRODUCTION TO RATE DESIGN FOR ELECTRIC UTILITIES MARCH 14-15, 2018: $1495 EARLY BIRD on or before FEBRUARY 23, 2018: $1295

Substitutions & CancellationsYour registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before February 9, 2018 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of course cancellation, EUCI’s liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800. EUCI reserves the right to alter this program without prior notice.

EVENT LOCATION

ENERG ZE WEEKLYEUCI’s Energize Weekly e-mail newsletter compiles and reports on the latest news and trends in the energy industry.Newsletter recipients also receive a different, complimentary course presentation every week on a relevant industry topic. The presentations are selected from a massive library of more than 1,000 current presentations that EUCI has gathered during its 30 years organizing courses.

Sign me up for Energize Weekly

How did you hear about this event? (direct e-mail, colleague, speaker(s), etc.)

Print Name Job Title

Company

What name do you prefer on your name badge?

Address

City State/Province Zip/Postal Code Country

Phone Email

List any dietary or accessibility needs here

CREDIT CARD INFORMATION

Name on Card

Account Number

Exp. Date

OR Enclosed is a check for $ to cover registrations.

Security Code (last 3 digits on the back of Visa and MC or 4 digits on front of AmEx)

Billing Address

Billing City Billing State

Billing Zip Code/Postal Code

21

https://aws.passkey.com/event/49528245/owner/4882/landing

https://aws.passkey.com/event/49528245/owner/4882/landing

Save $100 when you attend more than one course!WINTER EDUCATION INSTITUTEJANUARY 29 – FEBRUARY 2, 2018 ANAHEIM, CALIFORNIA

Courses:Accounting

Electric Utility 101

Cost of Service & Rate Design

Underground Distribution Systems

Distribution System Economics

Certificate Program:Customer Service Management

NEW!

NEW!

22

2018 WINTER EDUCATION INSTITUTE

Continuing Professional Education CreditsThe American Public Power Association is registered with the National Association of State Boards of

Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding regis-tered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. There are no prerequisites for the courses offered; no advance preparation is required for any courses. All courses are group-live offerings. Credit hours and areas of study for the courses are listed in this brochure. For more information regarding adminis-trative policies, such as clarification of requirements, complaints, and refunds, please contact [email protected].

Earn While You Learn!Participate in the Winter Education Institute to earn Continuing Education Units (CEUs), Professional Development Hours (PDHs) and Continuing Professional Education credits (CPEs).

Continuing Education UnitsThe American Public Power Association is accredited by the International Association for

Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. For information regarding certification status, attendance requirements and obtaining attendees transcripts, visit www.PublicPower.org or [email protected] or 202/467-2919.

Professional Development Hours (PDHs)The American Public Power Association’s educational practices are consistent with the criteria for awarding Professional Devel-opment Hours (PDHs) as established by the National Council of Examiners for Engineering and Surveying (NCEES). Course eligibility and number of PDHs may vary by state.

The American Public Power Association’s seasonal education institutes offer in-depth training courses for all skill levels. Institutes allow attendees to focus on a single topic or spend the week in multiple classes for more comprehensive training.

Classes are designed by instructors who have decades of industry experience and understand the specific needs of public power utilities. The Institute format also provides an excellent opportunity to network with industry peers and earn continuing education credits.

LEARN TOGETHER, GROW TOGETHER

Accreditation

23

Accounting

APPA WINTER EDUCATION INSTITUTEJan. 29 – Feb. 2, 2018 n Anaheim, California

Monday 1/29 Tuesday 1/30 Wednesday 1/31 Thursday 2/1 Friday 2/2

Public Utility Accounting Work Order & Asset Management

Advanced Public Utility Accounting

Save $100 when you attend more than one course!For detailed course and instructor information, visit www.PublicPower.org under Education & Events.

Technical Training Distribution System Economics NEW!

Underground Distribution Systems (3.5 days)

Customer Service Management Certificate Program

Electric Utility Industry Overview

Strategies for Successful Customer Service Operations

Utility Collections: The Complete Process

Technology: From Distribution to Meter Reading and Customer Information Systems (1/2 day)

Modeling Customer Service in Your Leadership Style (1/2 day)

Cost of Service & Rate Design NEW CONTENT!

Basic Cost of Service: Concepts and Rate Planning

Intermediate Cost of Service: Implementation and Best Practices

Advanced Cost of Service:Rate Trends and Distributed Generation Impacts (1.5 days)

24


1Utility Accounting CoursesA great way to earn CPE credits

Registration FeesPrices increase by $50 after January 8

Members Nonmembers1 day class $545 $1,090

2 day class $845 $1,690

Public Utility Accounting

Monday, January 29–Tuesday, January 30Monday: 8:30 a.m. – 5 p.m.Tuesday: 8 a.m. – 4 p.m.

Recommended CEUs 1.3/PDHs 13/CPEs 15

Field of Study: Accounting

Course OverviewThis course highlights the development of a utility accounting system that is compatible with Federal Energy Regulatory Com-mission (FERC) guidelines. It examines accounting theory, the role of accounting in public utilities, FERC accounting proce-dures, the uniform systems of accounts, and utility accounting subsystems.

Course Topics

n Accounting for operating revenues and expenses

n Introduction to utility property and plant accounting

n Introduction to FERC uniform system of accounts

n Applicability of generally accepted accounting principles to public utilities

n Financial statement structure and presentation

n Capital vs. expense determination

n Allocation of indirect or common costs

n Accounting for unbundled services

Course LevelBasic: No prerequisites; no advance preparation.

Who Should AttendDesigned for those who are new to public utility accounting practices or unfamiliar with the FERC accounting structure.

InstructorJerry McKenzie, Senior Associate, MGT Consulting Group

25

UTILITY ACCOUNTING

What to BringBring a copy of your annual financial statement. Instructors will answer your questions on presentation and application of accounting policies and practices.

Work Order and Asset Management Accounting

Wednesday, January 318:30 a.m. – 4:30 p.m.

Recommended CEUs .7/PDHs 6.5/CPEs 7.8


Course OverviewUtility construction is one of the major activities at your utility and has a significant impact on developing equitable rates for your customers. This interactive course covers basic and intermedi-ate utility work asset management accounting concepts and applications. Learn how to coordinate operations and finance processes to accurately account for projects. Work through the necessary steps to report utility construction costs and differ-entiate between capital construction and maintenance costs. Learn about practical industry processes, through real-world utility examples of the day-to-day realities of accounting for utility construction costs.

Course Topics

n Work order and asset management processes and the importance of accurate plant accounting and reporting

n Accounting for utility construction and impacts on customer rates

n Accounting standards that apply to work order accounting

n Using construction standards and compatible units

n Evaluating construction accounting business processes

n Methods of allocating overhead costs

n Unitizing construction costs and closing work orders

n Developing capital budgets and capital retirement accounting

n Software selection and implementation considerations

n Process improvement and personnel training

n Developing informative reporting to help implement strategy

n Overcoming organizational barriers

Course LevelBasic/Intermediate: No prerequisites; no advance preparation.

Who Should AttendDesigned for utility accounting, finance and operations personnel who are part of the work order process.

InstructorRuss Hissom, CPA, CIA, CISA, Partner, Energy and Utilities Group, Baker Tilly Virchow Krause

Advanced Public Utility Accounting

Thursday, February 1 – Friday, February 2Thursday: 8:30 a.m. – 4 p.m.Friday: 8 a.m. – 3:30 p.m.

Recommended CEUs 1.2/PDHs 11.75/CPEs 14


Course OverviewMost of the crucial decisions that electric utilities make require financial information. Utility accounting staff must understand how accounting principles and practices impact financial report-ing to internal and external stakeholders. This course examines complicated aspects of accounting theory and practice to inform planning and decision-making by management.

Course Topics

n Presentation of financial statements

n Introduction to sustainability accounting standards

n Using regulatory accounting to mitigate ratepayer and financial reporting impacts

n Financial statement analysis and its role in strategic planning

n Capital structure and financing utility infrastructure projects

n Establishing strong internal controls to efficiently allocate resources and deter fraud

n Governmental accounting pronouncements update

n Accounting for contingencies, capitalized interest, asset impairments and asset retirement obligations

n Update on implementing the new GASB Pension Standard

Course LevelIntermediate/Advanced: Recommended as a follow up to the Public Utility Accounting course.

Who Should AttendDesigned for utility accounting and finance personnel with a basic knowledge of utility accounting theory and practice.

InstructorsRuss Hissom, CPA, CIA, CISA, Partner, Energy and Utilities Group, Baker Tilly Virchow Krause

Bethany Ryers, CPA, Senior Manager, Energy and Utilities Group, Baker Tilly Virchow Krause

26


2Cost of Service & Rate DesignHighly interactive courses full of real-world examples and exercises


Members Nonmembers

1 day class $545 $1,090

1.5 day class $745 $1,490

2 day class $845 $1,690

What to BringParticipants are encouraged to bring a laptop to work through in-class exercises.

NEW CONTENT!

Basic Cost of Service: Concepts and Rate Planning

Monday, January 298:30 a.m. – 4:30 p.m.


Field of Study: Specialized Knowledge

Course OverviewExplore the ins and outs of cost of service — from basic concepts to leveraging data for decision making. Learn how to determine revenue requirements and key financial targets and relate them to cost of service. Find out how to develop a long-term rate plan and use financial targets to determine customer rates, borrowing needs, and capital improvements.

Course Topics

n Basic cost of service concepts, terminology, and processes

n Collect and use of cost of service data

n Determine revenue requirements using cash and utility-based approaches

n Set key financial targets related to cost of service

n Develop a cash reserve policy

n Determine rate policies and long-term rate plans

n Communicate rate changes to policymakers and customers

n Use customer rates to fund infrastructure replacements

Course LevelBasic Level: No prerequisites; no advance preparation.

Who Should AttendGeneration managers, finance and accounting personnel, rate analysts, financial planners, as well as policymakers.

InstructorDawn Lund, Vice President, Utility Financial Solutions

27

COST OF SERVICE & RATE DESIGN

What to BringParticipants are required to bring a laptop with Excel and PowerPoint, to work through in-class exercises.

Intermediate Cost of Service: Implementation and Best Practices

Tuesday, January 30 – Wednesday, January 318:30 a.m. – 5 p.m. both days

Recommended CEUs 1.3/PDHs 13/CPEs 15


Course OverviewUnderstand how to apply cost of service and rate design prin-ciples and processes to electric, water, sewer, gas, and other municipal services. Develop a fully functional and unbundled cost of service study. Do a cost analysis deep dive and learn from real-world examples and best practices.

Course Topics

n Identify, collect, and organize costs

n Allocate municipal facilities and expenses

n Classify generation, transmission, and distribution expenses

n Categorize generation types and primary cost components

n Collect and apply load research data

n Develop cost allocation factors

n Gauge customer voltage levels and allocating costs

n Apply cost allocation factors in a cost of service model

n Determine monthly customer facilities and billing costs

n Identify bundled and unbundled primary cost components

n Apply cost of service components to rate designs

n Understand the limitations of a traditional cost-of-service model

Course LevelBasic/Intermediate. Recommended as a follow-up to the Basic Cost of Service course and as a prerequisite to Advanced Cost of Service.

Who Should AttendThis course is designed for utility staff who want to learn how the cost of service process is completed and applied.

InstructorsPhil Euler, P.E., Manager of Engineering Services, NMPP Energy

Dan Kasbohm, Rates Manager, Utility Financial Solutions

Advanced Cost of Service: Rate Trends and Distributed Generation Impacts

Thursday, February 1 – Friday, February 2Thursday: 8:30 a.m. – 4:30 p.m.Friday: 8:30 a.m. – Noon

Recommended CEUs 1/PDHs 10.25/CPEs 12.2


Course OverviewReview the latest industry rate trends, evaluate new rate structures, and learn how to recover fixed costs and fund infrastructure investments. Hear how other utilities are integrating distributed energy resources and restructuring rates. Gain hands-on experience by designing rates for a sample utility.

Course Topics

n Analyze industry rate trends and future rate structures

n Determine the role of a monthly customer charge in rate design

n Develop rates that reflect utility costs, maintain financial stability, and promote energy conservation

n Develop time-of-use rate structures and real-time pricing rates

n Develop marginal cost-based price signals

n Design economic development rates

n Understand power cost adjustment mechanisms

n Determine the value of renewable generation

n Design rates that recover utility costs for rooftop solar installations

n Develop standby rates for customers installing combined heat and power generators

n Get buy-in from governing bodies and the public on rate designs

Course LevelIntermediate/Advanced: Follow up to the Basic and Intermediate Cost of Service courses.

Who Should AttendUtility staff and policymakers looking for advanced knowledge of cost of service and ratemaking processes.

InstructorMark Beauchamp, CPA, CMA, MBA, President, Utility Financial Solutions

28


3Customer Service Management Certificate Program

For detailed course and instructor information, visit www.PublicPower.org under Education & Events.

Courses can be taken individually or as part of the certificate program.

Program DescriptionNurturing customer relationships and meeting customer needs are as critical to your utility’s success as keeping the lights on. Customer preferences are evolving, and expectations for instant access to information and support are increasing. As a public power utility, your organization needs the support and good-will of the communities you serve. APPA’s Customer Service Management Certification Program® provides practical training and guidance on how to build and sustain a culture of outstand-ing customer service involving all stakeholders—utility employ-ees, governing board members, and city officials. This program explores the mainstays of good customer service and how everyone at your organization can uphold them.

Who Should AttendThis program focuses on developing a culture of excellence in customer service among all public power utility employees and governing officials. Therefore, while the course content is designed for customer service managers, supervisors, and rep-resentatives, the course is also recommended for utility senior managers with cross-departmental responsibilities, governing board representatives, and senior officials.

Program RequirementsTo earn this certificate, participants must complete the following requirements within one year:

1. Complete the five required courses

n Electric Utility Industry Overview*

n Strategies for Successful Customer Service Operations

n Utility Collections: The Complete Process

n Technology: From Distribution to Meter Reading and Cus-tomer Information Systems

n Modeling Customer Service in Your Leadership Style

2. Pass an online exam

3. Submit a plan for a customer service assessment or service improvement project

*Participants who can demonstrate knowledge of the utility industry, through work experience or coursework, may opt-out of this course. Contact [email protected] for more information.

29

CUSTOMER SERVICE MANAGEMENT CERTIFICATE PROGRAM

Registration FeesAfter January 8: Individual course prices increase by $50; certificate program prices increase by $250.

Members Nonmembers

.5 day class $325 $650

1 day class $545 $1,090

Certificate program enrollment fee* $350 $350

Certificate Program** $2,200 $4,400

*Covers the cost of study material, exam and post-course project grading.

**Includes the five courses and the enrollment fee.

What to BringAttendees are requested to bring samples of your utility’s cus-tomer service policies and procedures, organization chart, cus-tomer newsletters or other communication materials. In 2016, APPA distributed a Customer Service Policies Survey. Please bring a copy of your utility’s completed survey, if you participat-ed. Attendees will receive a copy of APPA’s Customer Service: Building a Strong Infrastructure for Your Utility publication.

InstructorsPat Corrigan, Principal, Katama Technologies, Inc.

Steve VanderMeer, Senior Vice President of Planning and Marketing, Hometown Connections

Electric Utility Industry Overview*

Monday, January 298:30 a.m. – 4:30 p.m.



Course OverviewAs power supply and delivery are highly technical and complex issues, it is important for public power employees and policy-makers to understand basic industry operations. This course provides a broad, non-technical overview of how the com-ponents of the electricity system function together to provide reliable and environmentally sustainable service to customers. The course covers generation, transmission, distribution, types of utilities and their supporting organizations, as well as electric utility industry trends and issues.

Course Topics

n Overview of industry participants, including investor-owned utilities, rural electric cooperatives, merchant generators, and public power utilities and their joint action agencies

n Review of the electric utility regulatory structure, at the federal, state and local levels

n Types of electricity generation, historical usage and new developments

n Electricity transmission system, and the participants/markets for wholesale power supply

n Components of the local distribution system, including substations, transformers, wires and meters

n Issues and challenges impacting today’s electric utility industry

n Understanding the public power advantage, including local control, presence and values

n Review of organizations and resources available to help public power utilities foster a culture committed to excellence in customer service


InstructorSteve VanderMeer

* Participants who can demonstrate knowledge of the utility industry, through work experience or coursework, may opt-out of this course. Contact [email protected] for more information.

30


Strategies for Successful Customer Service Operations

Tuesday, January 308:30 a.m. – 4:30 p.m.



Course OverviewIn a time of unprecedented industry changes and evolving consumer expectations, a utility’s most important strategic asset is its relationship with its customers. This course defines good customer service, how to identify and meet the needs of differ-ent types of customers, and how to create a culture of commit-ment to excellence in customer service across all areas of utility management, operations and customer interactions.

Course Topics

n Defining good customer service

n Segmenting customers into categories and identifying their specific requirements: residential, business, commercial and industrial key accounts

n Identifying the utility’s internal customers and other stakeholders and why they’re important

n Managing your physical facilities to create a safe and welcoming environment

n Operating with the customers’ needs in mind when determining service hours, locations, payment policies/options, web-based access to account info, etc.

n The role of utility governing officials, policymakers, and senior managers in creating a culture of customer service excellence



Utility Collections: The Complete Process

Wednesday, January 318:30 a.m. – 4:30 p.m.



Course OverviewBased on the best practices of public power utilities across the United States, this course reviews the policies and procedures that foster an efficient and effective collections process. The instructor will cover a variety of examples from across the indus-try and use recent Association survey information to examine industry norms and best practices.

Course Topics

n The basics of customer service/call center operations

n What makes a good customer service operation, including fair and consistent collections policies and procedures

n Policies and procedures for setting up new accounts and security deposit requirements

n Meter reading, billing, and payment schedules

n Understanding the basics of utility service costs and ratemaking, for effective response to customer queries

n How to handle overdue accounts, including skip tracking, liens, and credit agencies

n Handling collections in-house vs. outsourcing

n Open discussion on specific issues/challenges and strategies for resolving them



31

CUSTOMER SERVICE MANAGEMENT CERTIFICATE PROGRAM

Technology: From Distribution to Meter Reading and Customer Information Systems

Thursday, February 18:30 a.m. – Noon



Course OverviewCustomer service representatives, managers, and supervisors play a key role in the purchase, deployment, and utilization of technologies and information systems that support the functions of their service departments. Customer information systems (CIS), metering technologies, billing systems, telecommunica-tions systems, and cloud-based software applications are just a few of the technology options these stakeholders must under-stand and evaluate. Hear about the latest utility technology op-tions that are enhancing public power services nationwide.

Course Topics

n Current customer service technologies, including billing, outage management, interactive voice response, advanced metering infrastructure, SCADA, pre-pay metering, work or-der management, field service automation, automated vehicle location, and cybersecurity

n New technologies/applications and how they can enhance utility operations and customer service

n Preparing a technology plan, including identifying current and future needs, budgeting, vendor selection, interoperability be-tween software platforms, navigating the approvals process, project management, implementation strategies, and product training


InstructorPat Corrigan

Modeling Customer Service in Your Leadership Style

Thursday, February 11 – 4:30 p.m.



Course OverviewEnsuring that all utility employees and governing officials sub-scribe to a culture of excellence in customer service requires very specific leadership skills and strategies. Identify the qualities of a good leader and learn the steps to transforming your utility culture to improve performance.

Course Topics

n Differences between good and bad leaders, and between leaders and managers

n Identify the leader’s customers

n Fostering a culture of leadership throughout the organization

n Key activities of a customer service leader, including em-ployee recruitment and selection, new employee orientation, ongoing training and education, performance monitoring, setting compensation and rewards, empowering employees, and gathering feedback from customers

n Creating internal and external customer communications programs

n Leading up: getting buy in and adoption from other depart-ment heads, utility managers and policymakers



32


4Technical TrainingEarn Professional Development Hours


Members Nonmembers1 day class $545 $1,090

3.5 day class $1,245 $2,490

What to BringParticipants are required to bring a scientific/business calculator or mobile calculator app.

Distribution System Economics: Making the Business CaseMonday, January 298:30 a.m. – 4:30 p.m.



Course OverviewAs the bread and butter of all public power systems, the distribution system is essential to business success. Is your distribution system reliable; resilient; and nimble enough to meet changing policies, technologies, and customer expectations? Does your utility have a plan and budget for expansion, renova-tion, and replacement of aging components?

Dive into the business management side of electrical distribu-tion. Learn how to present a compelling business case to your management and board for effective distribution management and investment.

Review the basics of distribution management, then work through exercises and case studies to identify the key factors that will ensure your system’s continued success through the evolutionary years ahead.

Course Topics

n Business and regulatory imperatives and best practices for a safe and functional distribution system

n Fiduciary responsibility for managing distribution assets

n Engineering economics applied to loss evaluation, investment alternatives, financial risk management, customer contribu-tions, etc.

n Application exercises — transformer purchasing with loss evaluation, circuit re-conductoring economics, customer contributions for line extensions, etc.

Course LevelBasic: no prerequisites; no advance preparation.

InstructorR. John Miner, P.E., President, Collaborative Learning, Inc., Austin, Texas

NEW!

33

TECHNICAL TRAINING

Constructing, Operating and Maintaining Underground Distribution SystemsTuesday, January 30 – Friday, February 2Recommended CEUs 2.3/PDHs 23/CPEs 26

Course ScheduleTuesday – Thursday: 8 a.m. – 4:30 p.m.Friday: 8 a.m. – Noon

Course OverviewLearn all about the effective design, construction, operation and maintenance of underground electric distribution systems. Review critical factors involved in the conversion of overhead systems to underground. Tour a local utility’s distribution system and participate in guest presentations from manufacturer’s ap-plication engineers, cable testing engineers, or other industry professionals.

Course Topics

n Policy and service guidelines

n Underground distribution planning, design and layout

n Maintenance practices

n Operations, safety and regulatory requirements

n Cable design and application

n Terminating underground cable

n Fusing, fuse coordination, fault location, and surge protection technologies

n Review of the 2017 NESC that pertains to underground systems (Part 3) and work practices (Part 4)

Course LevelBasic/Intermediate: no prerequisites; no advance preparation.

InstructorsLarry Koshire, P.E., President, Koshire Consulting, LLC

Mark Swan, P.E., Principal, MDS Engineering Consulting, LLC

34


Registration and Hotel Information

Register online at www.PublicPower.org under Education & Events.

The American Public Power Association is the voice of not-for-profit community-owned utilities that power 2,000 towns and cities nationwide. We represent public power before the federal government to protect the interests of the more than 49 million people that public power utilities serve, and the 93,000 people they employ. Our association advocates and advises on electricity policy, technology, trends, training and operations. Our members strengthen their communities by providing superior service, engaging citizens, and instilling pride in community-owned power.

The American Public Power Association’s Academy is public power’s complete resource for professional education and certification, helping electric industry employees stay abreast of rapidly evolving technologies, regulations, and customer needs. Learn more about our conferences, webinars, special events, continuing education and custom in-house trainings at: www.PublicPower.org/Academy.

Hotel InformationAll courses will be held at the:

Hilton Anaheim777 West Convention WayAnaheim, California, 92802

APPA Room Rate$229 Single/Double (plus tax)

Room Rate Cut-off DateJanuary 8, 2018

ReservationsContact the hotel directly at 714-750-4321 or visit www.PublicPower.org/Academy to make reservations online.

Please note: APPA’s block of rooms to sell out prior to January 8, so make your hotel reservations early.

LocationAll courses will be held in the Hilton Anaheim. The hotel is located 14 miles from the John Wayne/Orange County airport (SNA), 22 miles from the Long Beach Airport (LGB) and 35 miles from the Los Angeles International Airport (LAX). Please contact the hotel for transportation options.

Cancellations/No-Show/Refunds/SubstitutionsRegistrants who cancel in writing on or before Jan. 22, 2018, are entitled to a refund of their registration fee, minus a $50 cancellation fee. Registrants who cancel after Jan. 22, will not receive a refund, but attendee substitutions will be allowed for this event only. Registrants and no-shows who do not cancel by Jan. 22 are responsible for the full registration fee and are not entitled to a refund.

Cancellations must be made in writing and emailed to [email protected].

Travel ArrangementsTravel arrangements and costs are the responsibility of the participants (including hotel parking, WiFi, incidentals, etc.). The Association will not reimburse for changes in travel expenditures regardless of the cause.

ConfirmationsConfirmations will be sent via e-mail.

Name BadgesName badges can be picked up at the APPA registration desk at the hotel starting at 7:30 a.m.

MealsBeverage breaks are included in the registration fee. All meals are on your own.

Internet AccessWiFi may only be available in hotel common areas (sleeping rooms and hotel lobby), and will not be available in APPA meet-ing rooms. Please make arrangements to use cellular data on your device, or bring a MiFi or Internet hotspot for personal use. APPA will not provide a password for WiFi.

Questions?Email [email protected] or call 202/467-2919.

35

We can bring our courses to your location at any time— a convenient and cost-effective option for groups of five or more. This format also allows you to customize course content to address the specific goals that are important to your organization.

BENEFITS OF IN-HOUSE TRAINING

n Expert instructors

n Customized training

n Cost and time savings

n Ease of implementation

n Earn valuable continuing education credits

n Staff development, team building and retention

For more information, visit www.PublicPower.org/Academy or contact [email protected].

IN-HOUSE TRAINING

Let Us Come to You!

90 2017 In-House Ad.indd 1 9/26/17 3:59 PM

Featuring 17 classes on the following topics:n Accounting

n Work Order & Asset Management

n Electric Utility 101

n Cost of Service & Rate Design

n Technical and Safety Training

SPRING EDUCATION INSTITUTEMAY 14 – 18, 2018 • DENVER, COLORADO

Two Certificate Programs:

n Energy Efficiency Management Certificate Program (5 courses)

n Public Power Manager Certificate Program (3 courses)

For more information, visit www.PublicPower.org under Education & Events. Save $100

when you attend more than

one course!

90 2017 Fall Institute Half Page Ad.indd 1 9/26/17 3:58 PM

36

2451 Crystal Drive Suite 1000

Arlington, VA 22202-4804

www.PublicPower.org

Standard Presorted

U.S. Postage Paid Arlington, VA

Permit No. 188

WINTER EDUCATION INSTITUTE January 29 – February 2, 2018

Anaheim, California

Courses:Accounting

Electric Utility 101

Cost of Service & Rate Design


Distribution System Economics

Certificate Program:Customer Service Management

NEW!

NEW!

37

Save $100 when you attend more than one course!Spring Education InstituteMay 15–19, 2017 Minneapolis, Minnesota

Courses:

Accounting

Financial Planning

Work Order & Asset Management

Cost of Service and Rate Design


2017 Safety Manual

Certificate Programs:

Energy Efficiency Management

Public Power Manager

NEW!

NEW!

38

2017 APPA Spring Education Institute

Registration and Hotel Information

Register online at www.APPAAcademy.org under Courses/Workshops.

Accreditation

Continuing Education UnitsThe American Public Power Association (APPA) is accredited by the International Association for

Continuing Education and Training (IACET) and is authorized to issues the IACET CEU.

Continuing Professional Education CreditsThe Association is registered with the National As-sociation of State Boards of Accountancy (NASBA) as

a sponsor of continuing professional education on the National Registry of CPE Sponsors.

For more information regarding certification status, atten-dance requirements, and administrative policies, contact [email protected].

About the American Public Power AssociationThe American Public Power Association is the voice of not-for-profit, community-owned utilities that power 2,000 towns and cities nationwide. We represent public power before the federal government to protect the interests of the more than 49 million customers that public power utilities serve, and the 93,000 people they employ. Our association advocates and advises on electricity policy, technology, trends, training, and operations. Our members strengthen their communities by providing superior ser-vice, engaging citizens, and instilling pride in community-owned power.

About the AcademyThe Academy is public power’s complete resource for professional education and certification, helping electric industry employees stay abreast of rapidly evolving tech-nologies, regulations and customer needs. Learn more about our conferences, webinars, special events, continu-ing education, and custom in-house trainings at www.PublicPower.org/Academy

Hotel Information

All courses will be held at the: Hilton Minneapolis 1001 Marquette Ave Minneapolis, MN 55403

APPA Room Rate$189 Single/Double

Room Rate Cut-off DateApril 24, 2017

ReservationsContact the hotel directly at 612-376-1000 or visit www.APPAAcademy.org under Courses/Workshops to make online reservations.

Please note: It is possible for APPA’s block of rooms to sell out prior to April 24, so make your hotel reservations early.

Cancellations/No-Show/Refunds/SubstitutionsRegistrants who cancel in writing on or before May 8, 2017, are entitled to a refund of their registration fee, minus a $50 cancel-lation fee. Registrants who cancel after May 8, will not receive a refund, but attendee substitutions will be allowed for this event only. Registrants and no-shows who do not cancel by May 8 are responsible for the full registration fee and are not entitled to a refund.

Cancellations must be made in writing and emailed to [email protected].

Travel ArrangementsTravel arrangements and costs are the responsibility of the par-ticipants. APPA will not reimburse for changes in travel expendi-tures regardless of the cause.

MealsBeverage breaks are included in the registration fee. All meals are on your own.

Questions?Email [email protected] or call 202/467-2919.

39

Accounting

APPA Spring Education InstituteMay 15–19, 2017 n Minneapolis, Minnesota

Monday 5/15 Tuesday 5/16 Wednesday 5/17 Thursday 5/18 Friday 5/19

Public Utility Accounting Advanced Work Order & Asset Management NEW!(1/2 day)

Advanced Public Utility Accounting(1/2 day)

Financial Planning/Cost of Service & Rate Design

Financial Planning for Municipal Utilities

Basic Cost of Service & Rate Design

Basic Cost of Service & Rate Design (1/2 day)

Intermediate Cost of Service & Rate Design (1/2 day)

Intermediate Cost of Service & Rate Design

Advanced Cost of Service & Current Topics in Electric Rate Design

Save $100

when you attend

more than one

course!

Energy Efficiency Management Certificate Program


Introduction to Energy Efficiency Programs & Technologies

Utility Goal-Setting and Strategy Development

Energy Efficiency Program Design

Measurement, Evaluation and Data Systems for Energy Efficiency Programs

Public Power Manager Certificate Program


Financial Planning, Management and Budgeting: What Managers Need to Know

Strategic Leadership for Public Power

For detailed course and instructor information, visit www.APPAAcademy.org under Courses/Workshops.

Work Order & Asset Management NEW!(1/2 day)

Advanced Work Order & Asset Management NEW! (1/2 day)

Advanced Public Utility Accounting(1/2 day)

Safety & Technical Training

Overview & Practical Applications of the 2017 Safety Manual NEW!

Underground Distribution Systems (3.5 days)

40


1Utility Accounting CoursesA great way to earn CPE credits

Registration FeesPrices increase by $50 after April 24

APPA Members Nonmembers.5 day class $325 $650

1 day class $545 $1,090

2 day class $845 $1,690

Public Utility AccountingMonday, May 15 – Tuesday, May 16Monday: 8:30 a.m. – 5 p.m.Tuesday: 8 a.m. – 4 p.m.

Recommended CEUs 1.3/PDHs 13/CPEs 15 Field of Study: Accounting

Course OverviewThis course highlights the development of a utility accounting system that is compatible with Federal Energy Regulatory Com-mission (FERC) guidelines. It examines accounting theory, the role of accounting in public utilities, FERC accounting proce-dures, the uniform systems of accounts, and utility accounting subsystems.

Course Topicsn Accounting for operating revenues and expenses

n Introduction to utility property and plant accounting

n Introduction to FERC uniform system of accounts

n Applicability of generally accepted accounting principles to public utilities

n Financial statement structure and presentation

n Capital vs. expense determination

n Allocation of indirect or common costs

n Accounting for unbundled services

Course LevelBasic. This course does not have prerequisites and does not require advance preparation.

Who Should AttendThis course is designed for those who are new to utility account-ing practices or unfamiliar with the FERC accounting structure.

InstructorJerry McKenzie, senior associate, MGT Consulting Group, Maize, Kan.

41

Utility Accounting Courses

Introduction to Work Order and Asset Management AccountingWednesday, May 178:30 a.m.– Noon

Recommended CEUs .3/PDHs 3.25/CPEs 3.8 Field of Study: Accounting

Course OverviewUtility construction is one of the major activities at your utility and has a significant impact on developing equitable rates for your customers. This interactive course will introduce you to the basics of utility work order asset management accounting. Learn the steps needed to accurately account for and report utility construction costs and differentiate between capital construction costs and maintenance.

Course Topicsn Overview of the work order and asset management

process and the importance of accurate plant accounting and reporting

n FERC’s role in the work order accounting process

n Using construction standards and compatible units

n Evaluating construction accounting business processes

n Costs included in the construction process

n Methods of allocating overhead costs

n Capital retirement accounting

n Unitizing construction costs and closing work orders

n The structure and use of continuing property records

n Overcoming organizational barriers


Who Should AttendThis course is designed for utility accounting, finance and opera-tions personnel and those new to work order and plant account-ing processes.

InstructorRuss Hissom, CPA, CIA, CISA, Partner, Energy and Utilities Group, Baker Tilly Virchow Krause, Madison, Wis.

Advanced Work Order and Asset Management AccountingWednesday, May 17 – Thursday, May 18Wednesday: 1:30 – 5 p.m.Thursday: 8:30 a.m. – Noon

Recommended CEUs .6/PDHs 6/CPEs 7.2 Field of Study: Accounting

Course OverviewUtility construction involves coordinating operations and finance processes, which adds a layer of complexity to accurately ac-counting for projects. This course builds on the foundational principles in the Introduction to Work Order and Asset Man-agement Accounting class (Wed. a.m.), and covers common considerations in utility plant accounting. Learn about practical industry processes, through real-world utility examples of the day-to-day realities tackled in accounting for utility construction costs.

Course Topicsn Overview of the work order process

n Key internal controls and business processes

n Accounting for utility construction and impacts on customer rates

n Accounting standards that apply to work order accounting

n Accounting for generation, transmission and distribution projects

n Using the Three-Point Formula or Service Company Model to allocate overhead costs

n Developing capital budgets

n Software selection and implementation considerations

n Joint ownership contracts: ensuring proper charges for ownership percentages and recovering costs

n Helping you like your CPRs again

n Identifying bottlenecks and making processes more efficient

n Training personnel in effective processes

n Developing informative reporting to help implement strategy

Course LevelIntermediate. This course is recommended as a follow up to APPA’s Introduction to Work Order Asset Management Accounting class.

Who Should AttendThis course is designed for utility accounting, finance and opera-tions personnel who have a basic level of knowledge regarding the work order process.

InstructorRuss Hissom, CPA, CIA, CISA, Partner, Energy and Utilities Group, Baker Tilly Virchow Krause, Madison, Wis.

NEW! NEW!

42

Utility Accounting Courses

Advanced Public Utility AccountingThursday, May 18 – Friday, May 19Thursday: 1:30 – 5 p.m.Friday: 8:30 a.m. – Noon

Recommended CEUs .6/PDHs 6/CPEs 7.2 Field of Study: Accounting

Course OverviewUtility accounting staff must understand how accounting principles and practices impact financial reporting to internal and external stakeholders. The utility accounting function isn’t only about the numbers though. This position is responsible for developing internal controls, effective business processes, and management reporting—both internally and externally. Learn about key areas that inform planning and decision making by management.

Course Topicsn Review of utility accounting theory

n Using regulatory accounting to mitigate ratepayer and financial reporting impacts

n Presentation of financial statements

n Using benchmarking and key performance indicators

n Capital structure and its importance in utility strategic planning

n Financing utility infrastructure projects

What to BringTo participate fully in this course, please bring a copy of your annual financial statement. Instructors will answer your questions on presentation and application of accounting policies and practices.

n Establishing strong internal controls to efficiently allocate resources and deter fraud

n Governmental accounting pronouncements update

n Accounting for contingencies, capitalized interest, asset impairments and asset retirement obligations

n Update on implementing the new GASB Pension Standard

Course LevelIntermediate/Advanced. This course is recommended as a follow up to APPA’s Public Utility Accounting course.

Who Should AttendThis course is designed for utility accounting and finance per-sonnel who have taken APPA’s Public Utility Accounting course and for those with a basic knowledge of utility accounting theory and practice.

InstructorsRuss Hissom, CPA, CIA, CISA, Partner, Energy and Utilities Group, Baker Tilly Virchow Krause, Madison, Wis.

Bethany Ryers, CPA, Manager, Energy and Utilities Group, Baker Tilly Virchow Krause, Madison, Wis.

43


2Financial Planning/Cost of Service & Rate DesignHighly interactive courses full of real-world examples and exercises

Financial Planning for Municipal UtilitiesMonday, May 158:30 a.m. – 4:30 p.m.

Recommended CEUs .7/PDHs 6.5/CPEs 7.8 Field of Study: Specialized Knowledge

Course OverviewThe financial health of the utility is a key component to provid-ing reliable service to customers. Learn why financial planning is critical to the current and future success of public power utilities. The course includes examples and exercises in which partici-pants determine key financial targets of a utility and develop a long-term rate track to help ensure the utility’s financial stability.

Course Topicsn Understanding the difference between cash and utility basis

in determining revenue requirements and the strengths and weaknesses of each method

n Key financial targets for a utility to ensure financial stability including: rate of return, minimum cash reserves, debt cover-age ratio, debt to equity ratio, age of system, etc.

n Developing long-term financial plans and rate tracks to achieve financial targets

n Determining minimum reserves and developing a cash reserve policy

n Identifying the amount of capital replacements to include in customer rates

n Identifying the amount of bond proceeds to fund a capital improvement program

n Power cost adjustments (PCA) and how they can be used to stabilize revenues and rates for customers

n Contributions to the general fund in relation to financial planning

n Common cross subsidies between city departments

n Proper rate design and stabilizing revenues in periods of declining sales

n Achieving the proper balance between maintaining the financial health of the utility while minimizing impacts on your customers and reducing cross subsidies between classes

n Communicating with governing bodies on rate adjustments


Who Should AttendThis course is designed for utility personnel and policymakers in-volved in financial planning, including general managers, finance and accounting personnel and rate analysts.

InstructorDawn Lund, Vice President, Utility Financial Solutions, Leland, Mich.


APPA Members Nonmembers

1 day class $545 $1,090

1.5 day class $745 $1,490

What to BringIt is requested that participants bring a laptop to the Financial Planning course. To participate fully in the Basic and Intermediate Cost of Service & Rate Design classes, participants are required to bring a calculator and a laptop with Excel and PowerPoint.

44


Basic Utility Cost of Service & Retail Rate DesignTuesday, May 16 – Wednesday, May 17Tuesday: 8:30 a.m.–5 p.m.Wednesday: 8:30 a.m.–Noon

Recommended CEUs 1/PDHs 10.25/CPEs 12.2 Field of Study: Specialized Knowledge

Course OverviewThis course covers the basic concepts of utility costing and pric-ing using standard industry approaches. You’ll focus on electric cost of service (COS) and retail rate design using fully distrib-uted, allocated cost methods and principles that are applicable to water, sewer, gas and other municipal services. Learn where and how information is obtained, why different utility costs are in-curred, and how to develop allocation factors to reflect the func-tion of various utility costs. Work through exercises to classify generation, transmission, and distribution service expenses and do a sample cost-of-service analysis in Microsoft Excel. Discuss standard rate forms and how they are used to send proper price signals and recover costs in a fair and equitable manner.

Course Topicsn Identifying relevant terms associated with COS

and municipal services

n Finding data sources and collecting appropriate data

n Organizing costs

n Municipal service functionalization of facilities and expenses

n Demand, energy, and customer cost classification

n Industry-standard classification techniques for generation types and use

n Customers’ service voltage levels and cost allocation

n Developing allocation factors for generation, distribution, and customer-related expenses

n Developing administrative and general cost allocation factors

n Determining the monthly customer facilities and billing charge using industry standard classification techniques

n Interpreting the results of the cost-of-service study completed in class


Who Should AttendThis course is designed for utility staff who are interested in learning how the cost-of-service process is completed and applied.

InstructorsPhil Euler, P.E., Manager of Engineering Services, NMPP Energy, Lincoln, Neb.

Dan Kasbohm, Rates Manager, Utility Financial Solutions, Grand Rapids, Mich.

Intermediate Utility Cost of Service & Retail Rate DesignWednesday, May 17 – Thursday, May 18Wednesday: 1:30 – 5 p.m.Thursday: 8:30 a.m. – 5 p.m.

Recommended CEUs 1/PDHs 10.25/CPEs 12.2 Field of Study: Specialized Knowledge

Course OverviewIn this hands-on course, participants develop a fully functional and unbundled cost-of service study for a sample utility. Instruc-tors provide real-life examples and you’ll learn about issues and challenges frequently encountered, how to use and develop cus-tomer usage patterns, and how and when to provide industry standards for cost allocations.

Course Topics

n Determination of revenue requirements using cash and utility basis methodologies

n Identification of techniques to obtain, develop, and apply load research data

n Classification and allocation of distribution and power supply costs to each customer class

n Application of cost allocation factors in a cost of service model

n Identification of bundled and unbundled costs and insights on the accuracy of the results

n Use of COS results and their application to rate designs

n Limitations of a traditional cost-of-service model

Course LevelBasic/Intermediate. It is recommended as a follow-up to APPA’s Basic Cost of Service & Retail Rate Design course.

Who Should AttendThis course is designed for utility staff who are interested in learning how the cost-of-service process is completed and applied.

InstructorsMark Beauchamp, CPA, CMA, MBA, President, Utility Financial Solutions, Holland, Mich.

Phil Euler, P.E., Manager of Engineering Services, NMPP Energy, Lincoln, Neb.

Dan Kasbohm, Rates Manager, Utility Financial Solutions, Grand Rapids, Mich.

45

Cost of Service & Retail Design Courses

Advanced Utility Cost of Service & Current Topics in Electric Rate DesignFriday, May 198:30 a.m. – 3:30 p.m.


Course OverviewThis course highlights current industry trends around the country including the value of renewables, how systems are respond-ing to distributed generation, unstable revenue recovery, and how utilities are attracting and retaining customers. Electric rates at most utilities are structured in a manner that does not always reflect a utility’s cost. Learn why and how to correct rate deficiencies, as well as the pros and cons of the various rate structures. Other topics include a discussion on the challenges of presenting rate designs to the public and governing bodies to get rate approval.

Course Topics

n Current industry rate trends

n Distributed generation issues and rate structures

n How to value renewables for your utility

n Rates that promote financial stability and energy conservation

n Pros and cons of alternative rate structures

n Developing time-differentiated (time-of-use) rate structures

n Options for developing economic development rates

n The purpose and types of power cost adjustment mechanisms

n Developing interruptible rates

n Issues to be aware of when developing car-charging rates

Course LevelIntermediate/Advanced. Participants need a basic under-standing of the cost allocation process through experience or at-tending APPA’s Basic or Intermediate Cost of Service and Retail Rate Design courses. The advanced course begins each section with only a brief overview of the basics of cost of service and ratemaking and quickly builds on the concepts and applications.

Who Should AttendThis course is designed for utility personnel and policymakers looking for advanced knowledge of cost-of-service and ratemak-ing processes.

InstructorMark Beauchamp, CPA, CMA, MBA, President, Utility Financial Solutions, Holland, Mich.

46



3Program DescriptionWho manages energy efficiency programs at your utility? Are they up to speed with the latest trends, technologies, policies, and requirements? Successful programs do not happen by ac-cident—they require an understanding of the industry, market-place, customers and many other elements. When done well, energy efficiency can play an important role in achieving utility goals and improving customer service.

APPA’s Energy Efficiency Management Certificate Program covers all aspects of energy efficiency portfolio and program planning, implementation, and evaluation, preparing you to help residential, commercial, and industrial customers save energy, while enjoying high reliability and quality service.

Who Should AttendStaff from small, medium, and large public power utilities that:

n Want to start an energy efficiency program

n Already manage energy efficiency programs but want to scale them up

n Are interested in various aspects of energy efficiency

n Want to earn a professional credential


Complete the five required courses

n Electric Utility Industry Overview: Strategic Challenges and Trends *

n Introduction to Energy Efficiency Programs and Technologies

n Energy Efficiency Goal-Setting and Strategy Development

n Energy Efficiency Program Design and Implementation

n Measurement, Evaluation, and Data Systems for Energy Efficiency Programs

Pass an online exam

Submit an energy efficiency program business plan

*Participants who can demonstrate advanced knowledge of the utility industry, through work experience or coursework, may opt-out of this course. Contact [email protected] for more information.

Registration FeesAfter April 24: Individual course prices increase by $50; certificate program prices increase by $250.

APPA Members Nonmembers

1 day class $545 $1,090


Certificate Program** $2,400 $4,800*Covers the cost of study material, exam grading and review of the post-course project.

**Includes the five courses and the enrollment fee.


47

InstructorsRebecca Foster, Director, Consulting Division, Vermont Energy Investment Corporation (VEIC)Rebecca designs and reviews energy efficiency programs for clients. She led the residential program design for the New Jersey Clean Energy Program. She has worked with municipal and investor-owned utilities to develop effective energy efficiency programs.

Cheryl Jenkins, Associate Director, Consulting Division, VEICCheryl has over 11 years of research and analysis experience in electric and gas utility energy efficiency programs. She led the development of technical reference manuals in Ohio, Iowa, and Illinois and the Department of Energy’s program benchmark-ing guidebooks and Community Energy Strategic Planning Academy. She has piloted residential and industrial efficiency programs.

Emily Levin, Manager, Program Support, VEICEmily conducts custom research projects for public and private players in the energy efficiency sector. She was responsible for the statewide residential strategy for Efficiency Vermont, and de-veloped and implemented home energy labeling and managed the Home Performance with ENERGY STAR program.

Pierre van der Merwe, Director, Data and Technical Services Division, VEICPierre leads activities in evaluation, reporting and analytics, and business solutions. He is responsible for the integrity of state-wide and regional technical reference manuals and the develop-ment of residential, commercial, and industrial energy analysis tools. He oversees custom data analytics for large energy users.

R. John Miner, P.E., President, Collaborative Learning, Inc.John is a consultant with more than 45 years of experience in the electric utility industry. He has been an APPA instructor for more than three decades and an instructor for the University of Wisconsin for 20 years. He has worked for the Austin Electric Utility Department in Texas and Rochester Public Utilities in Minnesota.

Electric Utility Industry Overview: Strategic Challenges & Trends*Monday, May 15

8:30 a.m.–4:30 p.m.


Course OverviewThis course provides a largely non-technical overview of the local public power system in its broader operating and business management context. Learn about the electric utility system infrastructure from power grid to meter, its operation, perfor-mance, and development. Discuss strategic issues and industry trends that are impacting public power utilities and challenging the traditional public power business model. Each participant will receive a copy of APPA’s Electric Utility Basics handbook.

Course Topics

n Electric utility industry regulation and market restructuring

n Developments in generation and regional transmission

n Developments in local transmission and distribution infrastructure

n Strategic issues and trends for electric utilities

n The public power business model

n How changes in the industry are affecting local public power systems


InstructorR. John Miner, P.E., President, Collaborative Learning, Inc.


For detailed course and instructor information, visit www.APPAAcademy.org and click on “Courses and Workshops.”


48


Introduction to Energy Efficiency Programs and TechnologiesTuesday, May 168:30 a.m.–4:30 p.m.


Course OverviewGet an introduction to successful key energy efficiency and demand reduction concepts and programs, from lighting and weatherization to advanced smart grid options. Learn about so-lutions that help residential, commercial, and industrial custom-ers save energy and position your utility to provide a high level of customer service and reliability. This course includes an overview of various cost-effective energy efficiency technologies, pro-grams for all sizes of municipal utilities and key energy efficiency resources.

Course Topicsn Defining energy efficiency, demand response, and associated

concepts

n Energy efficiency in the context of utility operations and energy supply

n Federal and state landscape and policies, including the Clean Power Plan

n Common energy efficiency measures — lighting, heating, ventilation, air conditioning

n Emerging technologies — LEDs, smart thermostats, super-efficient clothes dryers, efficient rooftop units, and advanced smart grid

n Cost effective programs for different customer classes — prescriptive and custom rebates, upstream programs, behavior programs, etc.

n Common utility efficiency program portfolios for residential, business, industrial, and low-income customers


InstructorRebecca Foster, Director, Vermont Energy Investment Corporation

Utility Goal-Setting and Energy Efficiency Portfolio StrategyWednesday, May 178:30 a.m.-4.30 p.m.


Course OverviewIdentify your utility’s energy efficiency goals, growth drivers, and market potential. Gain strategic planning tools to translate your energy efficiency goals into a portfolio strategy. Learn how to de-sign an energy efficiency program mix that achieves the benefits while watching the cost.

Course Topics

n A strategic planning framework and tools for energy efficiency portfolio planning

n Energy efficiency regulation and integrated resource planning

n Using energy efficiency to support utility goals, such as reducing peak load, improving customer service, and promoting economic development

n Aligning energy efficiency portfolios with the utility’s strategic plan and goals

n Ways to assess energy efficiency savings through baseline and potential studies

n Techniques to evaluate cost-effectiveness


InstructorCheryl Jenkins, Associate Director, Vermont Energy Investment Corporation

49


Energy Efficiency Program Design and ImplementationThursday, May 188:30 a.m.-4.30 p.m.


Course OverviewCreate a business plan for successful program design and implementation. Learn from real-world program examples, rang-ing from efficient product programs to commercial programs that provide customized assistance to help your largest custom-ers save energy. Apply a step-by-step approach to assess the market, design and implement an energy efficiency program, and improve program success. Learn how to match program design and complexity to utility resources, and practice these skills through interactive exercises.

Course Topicsn Market assessment – identifying customer barriers and

motivations and using market research techniques to inform program design

n Program design – selecting a program approach to match utility and customer goals and resources and overcome customer barriers

n Program implementation – developing a business plan that includes all aspects of program delivery, including goal- setting, incentives, marketing, and outreach.

n Tools, resources, and templates to support program planning and budgeting


InstructorEmily Levin, Manager of Program Strategies, Vermont Energy Investment Corporation

Measurement, Evaluation, and Data Systems for Energy Efficiency ProgramsFriday, May 198:30 a.m.-4.30 p.m.


Course OverviewLearn evaluation, measurement, and verification (EM&V) concepts relevant to portfolio and program design, including techniques to quantify energy savings and evaluate program effectiveness. Identify the right size for an evaluation plan that fits your utility’s needs, based on goals, reporting requirements, budget, and staff availability. Learn about available tools and how to communicate program results to different stakeholders.

Course Topicsn Data system requirements to track and analyze program

results

n EM&V approaches to evaluate program results, including pro-cess evaluation, impact evaluation, and savings verification

n Tools and techniques to compare and benchmark energy savings, participation, cost-effectiveness, and yields

n Latest trends in real-time EM&V and measuring savings at the meter

n Best practices for reporting and communicating program results to stakeholders


InstructorPierre van der Merwe, Director, Vermont Energy Investment Corporation

50


Registration FeesAfter April 24: Individual course prices increase by $50; certificate program prices increase by $250.

APPA Members Nonmembers1 day class $545 $1,090

3 day class $1,145 $2,290


Certificate Program** $2,400 $4,800*Covers the cost of study material and post-course project grading.

**Includes the three courses and the enrollment fee.

4Program DescriptionWith ever-increasing pressures and challenges on utilities from heightened customer expectations, changing regulations, tech-nology advances, and a changing workforce, those who lead and manage public power utilities must be equipped with the knowledge and skills to create an effective and sustainable or-ganization with engaged, skilled and committed employees. The Public Power Manager Certificate Program is designed for a new generation of leaders as well as existing supervisors and manag-ers. It will help these leaders provide organizational direction as they navigate a changing and complex industry environment.

To earn a Public Power Manager certificate, participants must complete the three required courses, then within a year of com-pleting the program curriculum, complete a project that address-es an important issue, problem, change, or opportunity within their organization by applying principles and methods of the six key leadership dimensions learned through the coursework.

Who Should AttendThis program is designed for mid-level public power manag-ers and supervisors interested in improving their management, communications, leadership knowledge and skills. New senior managers, and those with experience, who wish to refresh or enhance their knowledge and skills by participating in a highly in-teractive program that has been developed specifically for public power, will also benefit from this program.


Complete the three required courses

n Electric Utility Industry Overview: Strategic Challenges and Trends*

n Financial Planning, Budgeting and Performance: What Managers Need to Know

n Strategic Leadership for Public Power

Submit a post-course project that addresses a real issue, problem, change, or opportunity at your utility, applying principles from the six key leadership dimensions learned in class.




51

InstructorsBetsy Aylin, Ph.D., Consultant, Collaborative Learning, Inc.Betsy has broad expertise in leadership development, organiza-tion effectiveness and workforce planning. She has worked in an array of industries, including nearly 20 years with public utilities. She has served as adjunct faculty for graduate level programs at the University of Texas-Austin and at the masters level at St. Edwards University in Austin.

Mark Beauchamp, CPA, CMA, MBA, President, Utility Financial Solutions,Mark specializes in financial planning, cost of service, and rate setting for public power utilities. He has more than 33 years of experience and has assisted utilities with financial planning, cost of service, developing financial targets for utilities and competi-tive rate designs.

R. John Miner, P.E., President, Collaborative Learning, Inc.John is a consultant with more than 45 years of experience in the electric utility industry. He has been an APPA instructor for more than three decades and an instructor for the University of Wisconsin for 20 years. He has worked for the Austin Electric Utility Department in Texas and Rochester Public Utilities in Minnesota.

Mike Renquist, D.Min., Organizational Development Consultant, Collaborative Learning, Inc.Mike has designed and implemented programs on process re-engineering, managerial and leadership development, per-formance assessment, project management, and transitional management. He is the author of more than 30 training curricula and published a book on personal and professional identity and ethics.

Electric Utility Industry Overview: Strategic Challenges & Trends*Monday, May 158:30 a.m.–4:30 p.m.


Course OverviewThis course provides a largely non-technical overview of the local public power system in its broader operating and business management context. Learn about the electric utility system infrastructure from power grid to meter, its operation, perfor-mance, and development. Discuss strategic issues and industry trends that are impacting public power utilities and challenging the traditional public power business model. Each participant will receive a copy of APPA’s Electric Utility Basics handbook.

Course Topics

n Electric utility industry regulation and market restructuring

n Developments in generation and regional transmission

n Developments in local transmission and distribution infrastructure

n Strategic issues and trends for electric utilities

n The public power business model

n How changes in the industry are affecting local public power systems


InstructorR. John Miner, P.E., President, Collaborative Learning, Inc

* Participants who can demonstrate advanced knowledge of the utility industry, through work experience or coursework, may opt-out of this course. Contact [email protected] for more information.


For detailed course and instructor information, visit www.APPAAcademy.org and click on “Courses and Workshops.”

52


Financial Planning, Management and Budgeting: What Managers Need to KnowTuesday, May 168:30 a.m.–4:30 p.m.


Course OverviewA critical aspect allowing managers to complete projects and programs is the ability to fund system improvements with a limited impact on customers and elected officials. This program gives managers insight and understanding on financial man-agement, budgeting techniques, long-term financial planning methods and an understanding of the various forms of electric rates. The course also addresses how to convey these methods to utility policymakers.

Course Topics

n Bond rating agencies

n Determining revenue requirements

n Contributions to city governments

n Financial targets

n Developing a long-term financial plan

n Cost of service studies and information

n Electric rate designs and significant factors affecting rates


InstructorMark Beauchamp, CPA, CMA, MBA, President, Utility Financial Solutions

Strategic Leadership for Public PowerWednesday, May 17 – Friday, May 19Wednesday – Thursday: 8:30 a.m.–4:30 p.m. Friday: 8 a.m.–3:30 p.m.

Recommended CEUs 2/PDHs 20/CPEs 22.5 Field of Study: Specialized Knowledge

Course OverviewThis course will provide participants with an in-depth perspective on public power leadership by focusing on the development of the individual leader and the leader’s role in guiding and develop-ing their organization and its workforce. Participants will use the DiSC Work of Leaders© profile as a source of personal informa-tion that will be used during the course to increase awareness of their predominant leadership style and its impact on others. Each of the following dimensions of leadership will be presented in separate course modules of approximately three hours duration:

n Awareness

n Character

n Community

n Empowerment

n Service

n Sustainability


InstructorsBetsy Aylin, Ph.D., Consultant, Collaborative Learning, Inc.

R. John Miner, P.E., President, Collaborative Learning, Inc.

Mike Renquist, D.Min., Organizational Development Consultant, Collaborative Learning, Inc.

Module OneAwareness: Understanding and being present to the organization, its context and the many people it touches.

Topics include:

n Setting purpose and engaging others in the organization’s purpose

n Assessing the utility organization in its changing context

n Addressing organizational realities and needed change

n Recognizing and managing larger system influences

n Applying principles and processes of systems thinking

n Identifying intervention points to manage system influences

53

Module TwoCharacter: Modeling those abiding values that define a leader, shape the organization’s beliefs and guide ethical action.

Topics include:

n Setting, driving and communicating values and behaviors

n Increasing alignment of personal and organizational values and behaviors

n Ethical practices and the public’s expectations

n Exploring the role of ethics statements and policy

n Gaining insight on personal strengths and areas for development

n Strategies for self-development through self-reflection, on-going feedback and adoption of new practices

Module ThreeCommunity: Fostering connections and a sense of community among the people served by the organization and those who serve them.

Topics include:

n Building and maintaining collaborative relationships

n Understanding the benefits of difference and the risks of conformity

n Managing differences and dealing with conflict

n Communication challenges and solutions

n Strengthening the link between communication and relationship building

Module FourEmpowerment: Enabling employees to continuously devel-op and fully engage with the organization and each other.

Topics include:

n Power sharing as a way to build future leaders and strengthen organizational sustainability

n Making a work team cohesive and effective while building teamwork skills

n Effective team management, problem solving and decision-making

n The leader’s role as workforce assessor and developer

n Creating a learning environment to develop people and build knowledge

n Strategies for creating the workforce of the future


Module FiveService: Instilling a service culture and acting in the best interests of the customers, stakeholders and communities that the organization serves.

Topics include:

n Building a customer service culture

n Assessing and managing customer interests and satisfaction

n Strategies for communicating with and influencing stakehold-ers while balancing interests and needs

n Defining and driving accountability

n Measuring performance and setting performance targets

n Building acceptance of a self-accountability culture

Module SixSustainability: Ensuring that the organization is viable and vital for the future.

Topics include:

n Creating a clear and compelling picture of the future and engaging employees in a shared vision

n Linking vision to goals, roles and performance

n Innovation for utility sustainability

n Strategies for building an innovative work environment

n Driving change for organizational sustainability

n Applying change principles to real issues and challenges

54


5Technical TrainingEarn Professional Development Hours


APPA Members Nonmembers1 day class $545 $1,090

3.5 day class $1,245 $2,490

NEW!

Overview and Practical Applications of the 2017 Safety ManualMonday, May 158:30 a.m. – 4:30 p.m.


Course OverviewThe American Public Power Association’s Safety Manual helps establish the fundamentals of compliance and instill best prac-tices to establish a commitment to a safe work culture for utility employees. The 16th edition of the manual will be published in 2017. Since 1955, it has set the public power standard for safety compliance information.

The manual has been revised and expanded since its last publication in 2012 to incorporate a number of U.S. Occupa-tional Safety and Health Administration and other federal and in-dustry standards. Updates include revisions and additions to the following sections: Definitions, General Rules (section 1), Health and Environmental Control (section 2), Chemical and Physical Hazard Control (section 3), Personal Protective Equipment (sec-tion 4) and Electric Utility Operations (section 5).

Learn the origins, organization and practical applications of the manual, as well as the important changes effective with the 2017 edition (with special emphasis on Section 5: Electric Utility Operations).

Course Topics

n Safety Manual application, organization and purpose

n Significant revisions contained in the 2017 edition, including new OSHA regulations

n Rule intents and interpretations; rule interpretation questions and issues contributed by course participants

n In-depth review of Electric Utility Operations and Overhead Distribution and Transmission (Section 507), which includes topics such as:

n Working on or Near Exposed Energy Lines and Equipment

n Climbing and Working on Poles

n Working on Energized Lines Barehanded and with Live-Line Tool

n Working on De-Energized Lines and Equipment

n Grounding

n Hazardous Energy Control

55

Supplemental MaterialEach participant will receive a copy of the 2017 American Public Power Association Safety Manual.

Who Should AttendManagers, safety professionals, electric utility engineers, designers, technicians, field personnel and utility staff who are responsible for or who make decisions concerning safety within transmission and distribution systems.

Course LevelBasic. This course does not have prerequisites nor does it require advance preparation.

InstructorMike Willetts, Director of Training and Safety, Minnesota Municipal Utilities Association, Marshall, Minn.

Constructing, Operating and Maintaining Underground Distribution SystemsTuesday, May 16 – Friday, May 19Tuesday – Thursday: 8 a.m. – 4:30 p.m. Friday: 8 a.m. – Noon

Recommended CEUs 2.5/PDHs 24.75/CPEs 29.6

Course OverviewLearn all about the effective design, construction, operation and maintenance of underground electric distribution systems. Review critical factors involved in the conversion of overhead systems to underground. Tour a local utility’s distribution system and participate in guest presentations from manufacturer’s ap-plication engineers, cable testing engineers, or other industry professionals.

Course Topics

n Policy and service guidelines

n Underground distribution planning, design and layout

n Maintenance practices

n Operations, safety and regulatory requirements

n Cable design and application

n Terminating underground cable

n Fusing, fuse coordination, fault location and surge protection techniques

n Review of the 2017 NESC that pertains to underground systems (Part 3) and work practices (Part 4)

Course LevelBasic/Intermediate. This course does not have prerequisites and does not require advance preparation.

InstructorsLarry Koshire, P.E., President, Koshire Consulting, LLC, Rochester, Minn.

Mark Swan, P.E., Principal, MDS Engineering Consulting, LLC, Colorado Springs, Colo.

Technical Courses

56

2451 Crystal Drive Suite 1000

Arlington, VA 22202-4804

www.PublicPower.org

Standard Presorted

U.S. Postage Paid Arlington, VA

Permit No. 188

Save $100 when you attend more than one course!

Save $100 when you attend more than one course!Spring Education InstituteMay 15–19, 2017 Minneapolis, Minnesota

Courses:

Accounting

Financial Planning

Work Order & Asset Management

Cost of Service and Rate Design


2017 Safety Manual

Certificate Programs:

Energy Efficiency Management

Public Power Manager

NEW!

NEW!

57

Rev. 01.11.2018 NWPPA TRAINING AND EVENT CATALOG | 1

TRAINING AND EVENT CATALOG

CONNECT | LEARN | SERVE

2018

ACCOUNTING AND FINANCE

ADMINISTRATIVE PROFESSIONALS

CUSTOMER AND ENERGY SERVICE

DISASTER MANAGEMENT

ENGINEERING

ENVIRONMENTAL

HUMAN RESOURCES

INFORMATION TECHNOLOGY

LEADERSHIP

OPERATIONS

58

NOTE:The NWPPA event catalog is updated regularly. For the most current event information, for more information, or to register for an event, please visit www.nwppa.org.

59


GREETINGS FROM NWPPA’S DIRECTOR OF EDUCATION & WORKFORCE DEVELOPMENT!

Welcome to NWPPA’s 2018 Training and Event Catalog. As you will see throughout, we are focused on helping you build your skill sets, connect to others, and explore new learning opportunities that support individual, team, and utility development. With retirements increasing and new challenges facing us on the technology, customer, and operations fronts, this is a great time to really focus on what you as an individual can do to meet these chal-lenges (and opportunities!) head on.

We are happy to provide a wide variety of options for training, workshops, conferences, webinars, and interest and working groups to support you in your learning jour-ney. Please look for the personal development and event planner at the end of this catalog. This will help you track your development goals and actions/training/events for the year.

In 2017, we introduced Learning on Demand. This is an online program that provides eLearning modules and short micro-learning videos to support just-in-time learning needs. Please visit the Learning on Demand home page for more information. Check with your utility manager or HR professional about how your organization can access Learning on Demand.

More and more, our members are looking to bring classes in house. Training at the utility level provides a shared learning experience throughout the organization, department, or workgroup. Nearly all of our classes are available for in-house learning. We even have a way to help you invite your neighboring utilities and reduce your costs at the same time. Simply contact me or the training manager responsible for the particular area of focus, and we’ll gladly help you sort out the right options.

Your training team (Scott Lowry, Jenny Keesey, Bonnie McCombs, Nicole Farabee) and the entire staff at NWPPA work together to bring high-quality, affordable educa-tional opportunities to our membership. We appreciate the opportunity to serve you and look forward to a posi-tive and productive 2018.

With warm regards,

Elaine Dixon Director of Education and Workforce Development [email protected]

(360) 816-1445

NORTHWEST PUBLIC POWER ASSOCIATION

9817 NE 54th Street, Suite 200 Vancouver, WA 98662

(360) 254-0109 | www.nwppa.org

TABLE OF CONTENTS

CONFERENCES, MEETINGS, AND EVENTS2018 CALENDAR .............................................................................4

Conferences and Workshops ........................................................5

Interest Groups ............................................................................ 10

COMMITTEES, LISTSERVS, AND OTHER GROUPS ......................12

COURSE DESCRIPTIONSAll Employees ............................................................................... 13

Accounting and Finance ............................................................. 15

Administrative Professionals Certificate Program

Level 1 ...................................................................................... 18

Level 2 ..................................................................................... 19

Level 3 ......................................................................................21

Customer and Energy Service ....................................................23

Disaster Management ..................................................................26

ENGINEERING ............................................................................... 27

Engineering Webinar Series ...................................................28

Staking Technician Certification Program ............................32

Environmental ..............................................................................37

Human Resources ....................................................................... 40

Information Technology ..............................................................42

Leadership ................................................................................... 44

Credentialed Cooperative Director Certificate Program .... 49

Foreman Leadership Skills Series .......................................... 51

Leadership Skills Series ..........................................................56

Senior Leadership Skills Series ..............................................59

Operations ..................................................................................62

Lineworkers .............................................................................63

Substation Series ....................................................................65

Supply Chain...........................................................................67

REFERENCEIndex .............................................................................................70

Personal Development and Event Planner .................................72

60

https://www.nwppa.org/lod/

https://www.nwppa.org/lod/

mailto:elaine%40nwppa.org?subject=

Rev. 01.11.20184 | NWPPA TRAINING AND EVENT CATALOG

2018 CALENDARCONFERENCES, MEETINGS, AND EVENTS

2018

JANUARY9Environmental Task Force MeetingSeattle, Wash.

FEBRUARY8LERG Member MeetingPortland, Ore.

22Education & Workforce Dev. Committee MeetingVancouver, Wash.

27Power Diversion WorkshopRichland, Wash.

MARCH7–8IT ConferenceCoeur d’Alene, Idaho

APRIL10-12Engineering & Operations Conference and Trade ShowTacoma, Wash.

9Environmental Task Force MeetingTacoma, Wash.

MAY2-3Administrative Professionals WorkshopTacoma, Wash.

20-23NWPPA Annual Conference and Membership MeetingBoise, Idaho

JUNE19-20Accounting & Finance ConferenceSpokane, Wash.

JULY11-122019 E&O Committee MeetingSpokane, Wash.

AUGUST TBD

SEPTEMBER

11Environmental Task Force MeetingAnchorage, Alaska

11-12Supply Chain WorkshopSpokane, Wash.

16-19Northwest Communications & Energy Innovations ConferenceCoeur d’Alene, Idaho

20-21Oregon Engineering RoundtableNewport, Ore.

27-28Montana Engineering RoundtableLocation TBD

OCTOBER10-12LERG Annual MeetingSeattle, Wash.

24-263 Cs ConferenceVancouver, Wash.

NOVEMBER152019 E&O Committee MeetingPortland, Ore.

DECEMBER TBD

61


CONFERENCES AND WORKSHOPS

3 Cs CONFERENCE: CREDIT/COLLECTIONS AND CUSTOMER SERVICE

Who Should Attend:Customer service, credit, and collections managers, supervisors, and employees.

Dates and Locations:October 24-26, 2018 – Vancouver, Wash.

Conference Overview: JJoin your peers at this annual conference where subject matter experts and utility members share their knowledge and experience with the current key issues in the customer service and credit/collections arenas. Build relationships with others in your field and take home practical information that you can apply to your work. Please visit www.nwppa.org for the agenda, pre-session classes, and additional information, or contact Bonnie McCombs at [email protected] or (360) 816-1446.

Pre-Conference Class: Crafting Strategic Staffing Plans: Solutions for Now and the Future, October 24, 2017

Topic TBD, October 23, 2018

ACCOUNTING & FINANCE CONFERENCE

Who Should Attend:CFOs, general managers, all levels of accounting staff; and utility employees who work closely with the accounting department.

Dates and Locations:June 19-20, 2018 – Spokane, Wash.

Conference Overview:The Accounting & Finance Conference is back! This conference will consist of four general sessions and two concurrent tracks – one discussing cooperative-specific topics and the other discussing PUD and municipal-specific topics. Each track will have its own roundtable session. Scheduled topics include: accounting standards, fraud, what auditors are looking for, capital credits, bonds, ratings, municipal debt, capital planning, rates, impact of marijuana load, FEMA accounting, cybersecurity, the utility of the future, a CEO/CFO panel discussion, the next generation CFO, and more. A full agenda will be posted closer to the conference date. Please visit www.nwppa.org for agenda and additional information as it develops, or contact Jenny Keesey at [email protected] or (360) 816-1458.

ADMINISTRATIVE PROFESSIONALS WORKSHOP

Who Should Attend:Administrative assistants, executive assistants, and clerks to the board.

Dates and Locations:May 2-3, 2018 – Tacoma, Wash.

Workshop Overview:The 360-Professional: Equipping & Empowering YOU!

Throughout the workshop, which is made up of hands-on sessions, attendees will hear from a wide range of presenters and certified instructors on communication skills; how to increase value to existing partnerships; how to use active and precise sentences to ensure your message is delivered; emotional intelligence and crucial conversations; event planning; and software training (TBD). Please visit www.nwppa.org for agenda and additional information as it develops, or contact Jenny Keesey at [email protected] or (360) 816-1458.

62

https://netforum.nwppa.org/eweb/DynamicPage.aspx?webcode=EventInfo&Reg_evt_key=01f1ff15-5c07-4091-b36a-3cfbbd13a7e1&RegPath=&FreeEvent=0&Event=3%20Cs%20Conference:%20Credit/Collections%20and%20Customer%20Service&FundraisingEvent=0&evt_guest_limit=0

http://www.nwppa.org

mailto:bonnie%40nwppa.org?subject=

https://netforum.nwppa.org/eweb/DynamicPage.aspx?webcode=EventInfo&Reg_evt_key=8628d722-a174-4e13-997f-dc0cc6dadc22&RegPath=&FreeEvent=0&Event=Accounting%20&%20Finance%20Conference&FundraisingEvent=0&evt_guest_limit=0


mailto:jenny%40nwppa.org?subject=

https://netforum.nwppa.org/eweb/DynamicPage.aspx?webcode=EventInfo&Reg_evt_key=4a120975-8558-4a24-b849-5c82a58b0308&RegPath=&FreeEvent=0&Event=Administrative%20Professionals%20Workshop&FundraisingEvent=0&evt_guest_limit=0




2017-2018 CALENDARWant more?

Please see pages 4 through 11 for additional conferences, workshops, meetings and events.

For more information about upcoming courses for all employees, or to find out about brining an event to your utility, please contact:

Jenny Keesey [email protected] or (360) 816-1458


ACCOUNTING & FINANCE FUNDAMENTALS FOR UTILITY PERSONNEL

Who Should Attend:Administrative professionals and anyone who wants to understand how each role in the utility impacts the budget and financial statement.

Dates and Locations:September 20-21, 2018 – Boise, Idaho

Course Overview:This one-and-a-half day course has been designed by Kim Mikkelsen for all employees of utilities and is based on the premise that "every employee and every task performed at the utility has an impact on the ultimate bill sent to a member/customer." Mikkelsen will describe how the impact of your job can be measured and evaluated. Practical examples will be provided for improving favorable outcomes and minimizing those that are not as favorable. Employees will learn skills that help their system achieve financial security and long-term benefits for members. Utility systems' financial cornerstones will be revealed in terms that all employees can understand. The class will conclude with a discussion of employees' participation in the financial health of the utility; budgeting, cash flow, and the importance of tracking expenses will also be highlighted.

Course Topics:• Analysis of the financial report. What lines on the financials are impacted by

your job and productivity? Where does the money to support your activities come from? Review of the Balance Sheet and the Statement of Operations.

• Accounts turnover ratio, write-offs, and over-90-day accounts.• Inventory turnover ratio, inventory as a percentage of total plant, and

acceptable inventory variances.• Construction work in progress, impact of pole replacement, depreciation,

vintage accounting, idle services, overtime ratio, contributions in aid of construction (CIAC), and continuing property records.

• Equity changes, capital credits, TIER, DSC, general funds, cash management and capitalization ratio, and cost-of-service studies.

• Marketing and communications.• Allocation and distribution of patronage capital credits.

What to Bring:• 2017 year-end financial report and a calculator.

63


https://netforum.nwppa.org/eweb/DynamicPage.aspx?webcode=EventInfo&Reg_evt_key=fd9bdcab-fb44-4f9d-b94b-b505deff6635&RegPath=&FreeEvent=0&Event=Accounting%20&%20Finance%20Fundamentals%20for%20Utility%20Personnel&FundraisingEvent=0&evt_guest_limit=0

Rev. 01.11.201816 | NWPPA TRAINING AND EVENT CATALOG


FRAUD FUNDAMENTALS FOR UTILITY PERSONNEL

Who Should Attend:Mid- and senior-level management, as well as those involved in the accounting, treasury, purchasing, inventory, cashier, billing, and collection functions at the utility.

Dates and Locations:March 2, 2018 – Anchorage, Alaska

Course Overview:This course brings out the importance of safeguarding the utility’s assets from loss or abuse by those both inside and outside of the entity’s walls, and helps identify how to prevent fraud from happening. If you firmly believe that fraud cannot happen at your utility, it may already be occurring right under your nose.

Course Topics:• What is fraud? If employees don’t know the many faces of fraud, how can they

identify and report it when they see it?• Why does fraud occur, and what are the red flags that may be waving in the

wind?• Who is responsible for preventing, finding; or reporting fraud? Your auditors?

Management? You? Is ethics a black-and-white or gray area? The answers may surprise you.

• An ounce of prevention is worth a pound of cure. We’ll explore easy, practical, and effective ways to minimize the possibility of fraud at your utility.

This course will also examine recent cases of fraud that occurred at rural electric cooperatives. Participants will also explore methods to identify the weaknesses at their utility that are ripe for the taking.

LOAD FORECASTING

Who Should Attend:Analysts and managers who are new to forecasting and statistic analysis, or anyone who needs a refresher course in evaluating load forecasts developed for their utility.

Dates and Locations:TBD

Course Overview:Does your current load and revenue forecast reflect the economic, financial, and regulatory realities facing your utility today? Do you understand what goes into the load forecast developed by your utility and BPA? If your utility has not revisited its projected load and forecast methodology recently, it may be time to re-examine these given the TRM rate design and the new economic and regulatory environment utilities are operating in today.

For BPA customers, BPA’s TRM rate design relies on the load forecast developed by BPA for your utility in order to project demand and load-shaping charges. The load forecast is also used to determine your utility’s need for Tier 2 purchases or new resource acquisitions for the next five to 20 years. While BPA develops forecasts for all BPA customers, it is crucial for each utility to understand, verify, and concur with the forecast methodology and results developed by BPA; the financial consequences of a flawed forecast can have significant impacts on utility rates.

As your utility is planning to meet future loads, it is important to understand how local generation (such as solar distributed generation) and new uses (such as electric vehicles) may influence resource requirements in the future. Incorporating conservation efforts correctly into your forecast will also be important. The afternoon presentation will provide real examples and considerations from BPA and BPA customers.

64

https://netforum.nwppa.org/eweb/DynamicPage.aspx?webcode=EventInfo&Reg_evt_key=1d1bde2d-e995-4481-8334-652b07085db9&RegPath=&FreeEvent=0&Event=Fraud%20Fundamentals%20for%20Utility%20Personnel&FundraisingEvent=0&evt_guest_limit=0



MANAGERIAL ACCOUNTING WITH KEY RATIOS

Who Should Attend:Anyone who has completed at least two modules of NWPPA's Utility Accounting Certificate Program, or anyone with significant utility accounting/finance experience.

Dates and Locations:TBD

Course Overview:The financial statement of a utility is just a starting point; accounting is looking back—it's your brake lights, and it doesn't change anything. Financial management is looking forward—it's the headlights, it will be the beacon to guide your system's future; and it's the navigator. This course will navigate these strategies and include the following topics:

• Key evaluation and development of strategies in billing, operations, engineering, communications, governance costs, and finance

• Creating a healthy equity strategy• Benchmarks for comparison to other utilities• Evaluating cash flow• Adequacy in budget development

Your tool pack will include Excel spreadsheets that you can take home to shine a beacon of light on your system. These are navigational tools that, when used with good and accurate input information, will yield a rational course of direction to guide your utility forward.

Note: There are items that must be brought to class in order to receive the full benefit. Please visit the website for further details.

NUTS AND BOLTS OF WORK ORDERS

Who Should Attend:Employees involved in any aspect of preparing and/or processing work orders for their electric utility, or employees outside the accounting area who want a better understanding of the work order process.

Dates and Locations:February 28 – March 1, 2018 – Anchorage, Alaska

Course Overview:Over 75 percent of a utility’s assets are in plant—quite a big chunk of money requiring a big chunk of skill to track. Every dollar charged to plant will show up in a utility bill sent to the consumer. Therefore, this course will tackle 1) How does the plant land on the power bill? and 2) How will the system finance the cost? Other topics will include:

• How and when a work order will be set up (capital versus expense)• How the project will be built (line staking)• What charges will be assigned to the work order (components of construction

cost)• How to measure if the charges are proper (internal controls and key ratio

analysis)• What odd things may be encountered and suggested actions (CPRs and special

equipment)

Note: There are items that must be brought to class in order to receive the full benefit. Please visit the website for further details.

65

https://netforum.nwppa.org/eweb/DynamicPage.aspx?webcode=EventInfo&Reg_evt_key=fb958885-2619-498f-9c50-7ead2347a14c&RegPath=&FreeEvent=0&Event=Nuts%20and%20Bolts%20of%20Work%20Orders&FundraisingEvent=0&evt_guest_limit=0

https://netforum.nwppa.org/eweb/DynamicPage.aspx?webcode=EventInfo&Reg_evt_key=fb958885-2619-498f-9c50-7ead2347a14c&RegPath=&FreeEvent=0&Event=Nuts%20and%20Bolts%20of%20Work%20Orders&FundraisingEvent=0&evt_guest_limit=0

66

67

68

UTILITY FINANCE AND ACCOUNTING FOR NON-FINANCIALPROFESSIONALSAND UTILITY FINANCE AND ACCOUNTING FOR ATTORNEYSLAS VEGAS — May 30 – June 1, 2018

LAS VEGAS — Oct 3 – 5, 2018

BOSTON — Oct 29 – 31, 2018

Register Me

HOTEL AND CITY INFORMATION

LAS VEGAS

Golden Nugget129 East Fremont StreetLas Vegas NV 89101

We have reserved a block of rooms at the hotel where the seminar will be held. Book early. The block ofrooms well be held open until a few weeks before the seminar. This is an AAA four diamond hotel but wenegotiated a low weekday rate. To get the rate, make your reservation using the links below. Or, call (800)331 5731 and use the one of the codes below to get our group rate. You will probably want to make areservation arriving the day before the seminar.

$89 plus resort fee per night in May and $99 plus resort fee in October

WE ARE WAITING FOR RESERVATIONS CODES NEEDED TO GET THIS RATE.

If you are staying at the hotel, the newer tower is the Rush Tower. In any case, when you check in youshould ask for a room away from Fremont Street (which can be noisy at night.)

We will have a Continental Breakfast each morning and Lunch will be provided.

Class begins at 8 AM ends at 4 PM (except last day we end at 3).

Dress is casual but you could bring a sweater or jacket as the temperature in the meeting room may vary.Also please bring a yellow highlighter.

BOSTON

MENU

69

http://financialaccounting.com/registration-form.html

http://financialaccounting.com/

http://financialaccounting.com/ufanfp.html#

http://financialaccounting.com/ufanfp.html#

http://financialaccounting.com/ufanfp.html#show-menu

http://financialaccounting.com/ufanfp.html#show-menu

Omni Parker House60 School StreetBoston, MA 02108

1-617-227-8600

We have reserved a block of rooms at $289 per night — WE ARE WAITING FOR RESERVATIONSCODES NEEDED TO GET THIS RATE.

We are providing lunch each day and we hope you can join us for cocktails after class the first day.

Class begins at 8 AM and ends at 4 PM (except the last day we end at 3).

Dress is casual but you could bring a sweater or jacket as the temperature in the room may vary. Alsoplease bring a yellow highlighter.

REGISTER ME

INSTRUCTOR:

Dr. Joel Berk

CPE CREDIT for CPAs available for all States and CLE CREDIT for lawyers: available inmost states

LEARNING OBJECTIVE:

To provide a working understanding of finance and accounting as applied to both the regulated utility andnon-regulated companies (competitors, customers and the future utility company).

Upon completion of the seminar, participants will be able to:

Understand accrual accounting

“Read” an annual report of the company or its customers

Calculate key financial ratios

See the link between finance and accounting and the strategic plans of the company

Understand how a utility makes money now and what needs to be done for the future

Analyze whether shareholder value is being created as opposed to net income

Do a capital budgeting analysis (engineering economics)

APPROACH:

Lecture and discussion with a note-taking outline provided to each participant. Extensive use of:70

http://financialaccounting.com/registration-form.html

http://financialaccounting.com/bio_berk.html

http://financialaccounting.com/cle.html

http://financialaccounting.com/cle.html

A non-debit and credit approach

Problem solving sessions

Homework assignment

Actual utility financial statements

Interaction with other participants

Group case work

OUTLINE OF THE SEMINAR:

Day 1 — 8 AM to 4 PM

Introduction

————————————————————————

Basic Accounting Concepts– Balance Sheet– Income Statement

————————————————————————

Financial Statement Analysis– Return on Equity– Total Shareholder Return

————————————————————————

The Utility’s Four Sets of “Books”– GAAP, Tax, Rates, Managerial– Cost of Service Regulation– Rate Base, Operating Expenses, Allowed Return– Above-the-line versus and Below-the-Line Expenses

————————————————————————

Mock Rate Case– Advertising– Take or Pay Contracts

Ethics Considerations

————————————————————————

COCKTAILS Optional 4:30 -5:30


71

Modifications to Rate of Return Regulation– Adjustment Clauses, Trackers, Riders, Deferrals– Rate Freezes, Decoupling– Pre-approvals– Formula Ratemaking

————————————————————————

Present Value Analysis

————————————————————————

Shareholder Value– Theory– Income versus Shareholder Value Maximization– Risk Considerations– How to Make Decisions

————————————————————————

Accounting for Utility Plant

– Straight Line Depreciation– Accelerated Depreciation– Capitalization Versus Expense– Methods of Capitalizing More or Less– Which is Better for the Utility


Taxes– Temporary Differences– Deferred Taxes (Normalization)

————————————————————————

Cost of Capital– Weighted Average Cost of Capital– Risk Premium Approach– Discounted Cash Flow (DCF) Method

————————————————————————

Capital Project Analysis Review Case– Cash Flow as affected by Taxes & Rate Regulation– Which Discount Rate to Use– Creating Shareholder Value

————————————————————————

Conclusions

72

Additional Course Hyperlinks (Not Available in PDF Format)

University of Idaho, Utility Executive Course

https://www.uidaho.edu/cbe/executive-education/utility-executive-course/session/uec-brochure

San Diego State University, Masters of Public Administration (On-Line)

https://www.ces.sdsu.edu/government-politics/master-public-administration-online-mpa

73

https://www.uidaho.edu/cbe/executive-education/utility-executive-course/session/uec-brochure

https://www.ces.sdsu.edu/government-politics/master-public-administration-online-mpa

Board Meeting: January 13, 2018 Agenda Item 8.b

STAFF REPORT

LABOR MANAGEMENT AD-HOC COMMITTEE

Requested Action:

That the Board President appoint two Board Members to a Labor Management Ad-Hoc

Committee to consider privileged, confidential labor related information, and all items related to

employee compensation and benefits.

Background:

During the December Board meeting, Board members requested that the schedule and areas of

authority of the Personnel Committee be evaluated.

The current Employee Handbook specifically refers to the Personnel Committee twice, as

follows:

1. “CODE OF ETHICS

District employees shall at all times remain aware of their status as public servants, and,

should be mindful that they serve the public and its mandate as expressed through its

elected Board of Directors.

As part of maintaining ethical behavior, employees are encouraged to report any acts

which undermine the integrity of the District including theft, embezzlement, harassment,

destruction or misuse of public property to the General Manager or the Personnel

Committee of the Board. As part of maintaining ethical behavior, employees are

encouraged to report any acts which undermine the integrity of the District including

theft, embezzlement, harassment, destruction or misuse of public property to the General

Manager or the Personnel Committee of the Board.”

2. “WHERE TO GO WITH YOUR CONCERNS, COMPLAINTS OR GRIEVANCES

As an employee of Kirkwood Meadows Public Utility District you are encouraged to

raise your concerns with the General Manager or Personnel Committee of the Board.

Employees are encouraged to report any acts which undermine the integrity of the

District including theft, embezzlement, harassment, destruction or misuse of public

property, etc. to the General Manager or the Personnel Committee of the Board.

You may be offered informal assistance. This could be in the form of just listening or

moderating a voluntary meeting, etc.

If you report possible acts of discrimination or harassment, request a more formal

intervention, or the party hearing your concern believes it necessary, your report will be

put in writing. It will then be reviewed. Further action will be planned as appropriate.

All involved will treat the issues you raise objectively. Kirkwood Meadows Public

74

Board Meeting: January 13, 2018 Agenda Item 8.b

Utility District will make every effort to protect your confidentiality and see that you are

treated without prejudice for stepping forward with your concern.”

Also, in March 1992 the Employment Subcommittee, the precursor to the Personnel Committee,

held an evidentiary hearing relative to an appeal of a terminated employee. However, the current

Employee Handbook does not provide for any appeal of decisions to the Personnel Committee.

The Personnel Committee has met 6 times per year since 2014, and has considered the following

issues, among others, in open session:

• Staff Performance

• Health Benefits

• Fringe Benefits

• Retirement Benefits

Normally, these items would be considered under a closed session exemption and may include

privileged, confidential labor related information.

Staff recommends that privileged, confidential, compensation or benefit topics be moved to an

Ad-Hoc committee, which is not open to the public, so as to preserve confidentiality of the

aforementioned topics. Staff also recommends that the balance of topics normally under the

purview of the Personnel Committee continue under their authority.

Staff further recommends that the Personnel Committee have regularly scheduled bi-monthly

meetings, if needed and that the Ad-Hoc committee meet only as needed.

Alternatives:

The Board President may decline to appoint an Ad-Hoc committee.

The Board President may alter the scope of the Ad-Hoc committee.

Fiscal Impact:

None.

Reviewed by Committee:

No.

Prepared By:

Erik M. Christeson

75

Personnel Committee CHARTER – Updated 1.9.16 BOB EPSTEIN, CHAIR

Kirkwood Meadows Public Utility District BOARD OF DIRECTORS

PERSONNEL COMMITTEE

CHARTER

PURPOSE: The Personnel Committee is established as a Board Committee of the Board of Directors whose primary duties are to oversee personnel and compensation matters related to the General Manager, benefits programs, annual personnel costs and regulatory issues related to the employment of District personnel. The Personnel Committee also acts in an advisory capacity to the General Manager on personnel and organizational topics that the General Manager may bring to the Committee. MEMBERSHIP: The Personnel Committee shall consist of two Board Directors. One of the two members shall be the Board President. The Committee may establish such subcommittees as it believes are necessary to fulfill its purpose. MEMBERSHIIP TERM: The term for the Board member who is Chair shall run with the time he or she is President of the Board. The term for the second Director shall be two years. COMMITTEE CHAIR: The Board President shall be Chair of the Committee. MEETINGS: Meetings of the Personnel Committee are not subject to the Brown Act meeting and notice requirements unless the Committee has a continuing subject matter jurisdiction. The Committee shall meet as often as the Chair of the Committee deems necessary or desirable, but in no case shall it meet less frequently than quarterly. COMMITTEE RESPONSIBILITIES: The Committee shall keep itself generally aware of District personnel matters and of the General Manager’s performance relative to his/her duties. The Committee’s primary responsibilities are as follows:

Oversee the Board’s hiring process for the General Manager position and all other matters regarding the General Manager’s employment.

Assure that a succession plan for the General Manager position is in place, and that the General Manager has a management plan in place adequate to fulfill the District’s responsibilities.

Oversee the Board’s process of setting annual goals for the General Manager and the District.

Discuss the General Manager’s performance with the General Manager at least semi-annually, at mid-year and at end of year. Solicit performance feedback from the community and other Board members, and use this information in the discussions. Base the discussions on agreed upon goals for the General Manager and the District.

Recommend the General Manager’s compensation package to the Board. Recommend the annual budget for the District’s personnel costs to the Board,

including overall budget for salaries, benefits and bonuses. The General Manager

76

Personnel Committee CHARTER – Updated 1.9.16 BOB EPSTEIN, CHAIR

shall be responsible for allocating the approved personnel budget to District employees, including salaries, salary increases, bonuses, etc.

The Committee may from time to time recommend to the Board that a study be conducted to assure that the District’s salaries and benefits are appropriately competitive with similar Districts in the area.

Periodically review the District’s personnel policies and Employee Handbook, and recommend any changes to the Board, including regulatory requirements or other amendments that the Committee deems appropriate.

Act in an advisory capacity to the General Manager on any personnel and organizational related matters that the General Manager wishes to bring to the Committee.

77

Kirkwood Meadows Public Utility District

Personnel Committee

FUTURE TOPIC ATTACHMENT

1. Employee Handbook

78

Documents

Kirkwood Meadows Public Utility District Personnel Committee … · 2019-03-15 · Kirkwood Meadows Public Utility District Personnel Committee REGULAR MEETING NOTICE NOTICE IS HEREBY