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Financial Capacity Resources

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For more budgeting resources, see the Comprehensive Financial Guidebooks section below.


  • Setting Small Drinking Water System Rates for a Sustainable Future: This guide, created by the U.S. Environmental Protection Agency (EPA), is designed to help owners, operators, and managers understand the full costs of providing a safe and adequate supply of drinking water to their customers and how to set water rates that reflect those costs.
  • Principles of Water Rates, Fees, and Charges: This manual is available for purchase from the American Water Works Association (AWWA) has relevant information needed to evaluate and select water rate structures, fees, charges and pricing policies.

Capital Improvement Planning

Asset Management

Comprehensive Financial Guidebooks

Partner and Agency sites

  • Small Public Water Systems and Capacity Development: This EPA website is designed to help small water systems learn basic information regarding finances, management, infrastructure and operations.
  • Rural Community Assistance Corporation (RCAC): RCAC assists water treatment facilities with design and engineering of unit process improvements, as well as performing financial analyses and rate studies to support such improvements.
  • Environmental Finance Center Network (EFCN): EFCN is a university-based organization creating innovative solutions to the difficult how-to-pay issues of environmental protection and improvement. EFCN works with the public and private sectors to promote sustainable environmental solutions while bolstering efforts to manage costs.
  • Oregon Association of Water Utilities (OAWU): OAWU can conduct and provide water systems with rate studies and supporting documentation to review water system rates. Their rate studies have allowed many systems to obtain capital improvement funding from various private and government agencies.

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