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APPA to offer courses on cost of service, retail rate design and financial planning in May

From the February 26, 2013 issue of Public Power Daily

Originally published February 26, 2013

By Heidi Lambert
Manager, Education

APPA's Spring Education Institute, set for May 6-10 in Anaheim, Calif., will offer its updated basic, intermediate and advanced cost-of-service and retail rate design courses, as well as a recently updated financial planning class.

These classes are designed for utility staff and policymakers — including general managers, finance and accounting personnel and rate analysts — involved in financial planning and the pricing of electric utility services.

The courses can be taken either individually or together, as a series. The classes are highly interactive: instructors incorporate real-life public power examples, discussion, and calculations. Participants work through exercises and use computer models and actual rate forms in class.

•    Basic Cost of Service and Retail Rate Design course, May 6-7. This course covers traditional industry approaches to utility costing and pricing. Participants will learn where and how information is obtained, how a utility's costs are incurred and how to develop allocation factors. Participants will work through exercises to classify service expenses, work through a sample cost-of-service analysis and use standard rate forms.
•    Intermediate Cost of Service and Retail Rate Design class, May 7-8. This course features exercises and practical applications using a fully functional cost-of-service/unbundling and rate design model in Excel. Through these exercises, participants will learn how a cost-of-service study is completed and used when designing rates. The instructors will also discuss how to deal with customers and will offer tactics for working with governing boards.
•    Advanced Cost of Service and Retail Rate Design course, May 9. Participants will go through the process of developing a marginal cost rate and learn how traditional cost-of-service studies are used to support aspects of a marginal cost study. The instructor will also discuss industry rate trends on electric rate development, alternative rate structures and how to work with governing bodies to develop financial plans for future rate adjustments.
•    Financial Planning for Municipal Utilities course, May 10. Participants will learn why financial planning is critical to the current and future success of public power utilities. This highly interactive class includes examples and exercises in which participants determine the financial targets of a utility and develop a long-term rate track to help ensure the utility's financial stability.

APPA offers continuing education units, professional development hours and continuing professional education credits for participating in courses. There is a $100 discount for those who attend more than one course or who attend with a colleague. There is also a $50 discount for those who register before April 15.

The Spring Institute also offers in-depth courses on public utility accounting, work order and asset management, overhead distribution systems, maintenance of high voltage electrical distribution systems, public utility governance, an electric utility industry overview course and two week-long certificate programs on energy efficiency and supervisory leadership. All courses will be held at the Sheraton Park Hotel at the Anaheim Resort. This event is co-sponsored by the Southern California Public Power Association.

For more information, visit under "courses and workshops" or contact Meghan Riley at 202/467-2919 or


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