Utility Financial Information (UFI) Survey And DatabaseThe Utility Financial Information (UFI) program was designed to aid water executives in maximizing their financial planning and performance by providing timely, relevant industry data to expand their knowledge and understanding of critical financial factors that affect large metropolitan water utilities. Surveys conducted in 2008 and 2010 resulted in a unique and valuable data source for tailored financial planning and benchmarking.
The UFI program, however, is not just a rate survey. Its overall purpose is to increase the level of understanding among AMWA members regarding large metropolitan water agencies’ rates, revenue sources, expense categories, and trends over time in these parameters. The availability of relevant comparative data from peer water utilities will help water managers better understand cost drivers, identify different alternatives for funding these costs, and provide comparative data for presentations that put financial needs into context.
Since the UFI survey is open only to AMWA members, the results reflect input from the nation’s largest systems and provide data that can be used for many useful and meaningful comparisons. The user-friendly Excel format of the databases allow comparisons by criteria including geographic location, population served, water source and many others. The data is also useful to AMWA in creating statistical support for legislative and regulatory initiatives where sound, representative utility financial information is required. The 2012 SurveyThe 2012 UFI survey is now closed and the data is being analyzed. The results will be released in January. Also in January, utilities that participated in the survey will be given access to the full database, which they can use to conduct their own tailored analyses.
Utilities that did not submit a survey for 2012 will not have access to the new database. However, in order to grow the database, they can still complete and submit their survey. Once the information is added to the database, they will receive access.
Members who would like a copy of the 2012 survey to complete or who have questions about the UFI program should contact Carolyn Peterson at 202-331-2820 or peterson@amwa.net.
The 2008 And 2010 SurveysThe 2010 UFI survey was completed by 106 AMWA members, a 25 percent increase in participation over the 2008 survey. The database containing results from the 2010 and 2008 surveys is available for download in Excel format. Also available is a recorded webinar (below) and slides on using the UFI databases, conducted March 1, 2011 and featuring Peiffer Brandt and Rocky Craley of Raftelis Financial Consultants.All three require a pass code - available only to utilities that completed the survey. Contact Carolyn Peterson (peterson@amwa.net or 202-331-2820) if you do not have your pass code.
Download the results and the slides from this page. Each utility response was scrubbed to remove the utility name and city name. Members are asked not to share this database outside their own organizations. 
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