Course

Intermediate Cost of Service: Implementation and Best Practices

Part of the Winter Education Institute. Understand how to apply cost of service and rate design principles and processes to electric, water, sewer, gas, and other municipal services. Features exercises, group discussion, and case studies.
February 5 - 6, 2019
Nashville, Tennessee
8:30am EDT - 5:00pm EDT

Back to Winter Institute Courses

Tuesday, Feb. 5 – Wednesday, Feb. 6

8:30 a.m. – 5 p.m. both days

Course Overview

Understand how to apply cost of service and rate design principles 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

  • Identify, collect, and organize costs
  • Allocate municipal facilities and expenses
  • Classify generation, transmission, and distribution expenses
  • Categorize generation types and primary cost components
  • Collect and apply load research data
  • Develop cost allocation factors
  • Gauge customer voltage levels and cost allocation
  • Apply cost allocation factors in a cost of service model
  • Determine monthly customer facilities and billing costs
  • Identify bundled and unbundled primary cost components
  • Apply cost of service components to rate designs
  • Understand the limitations of a traditional cost-of-service model

Sample Agenda/Learning Outcomes

Download a sample agenda and learning outcomes.

What to Bring

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

Course Level

Basic/Intermediate: No prerequisites; no advance preparation. Recommended as a follow-up to the Basic Cost of Service. Attendees may also be interested in the Strategic Rate Design: Trends and Distributed Generation Impacts.

Accreditation

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

Who Should Attend

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

Instructors

Phil Euler, P.E., is the manager of engineering services for NMPP Energy in Lincoln, Nebraska. Prior to joining NMPP Energy, he worked as an independent consultant, specializing in financial planning, cost-of-service studies and rate design for publicly owned utilities. He worked for the Lincoln Electric System for 30 years, specializing in the areas of financial planning, pricing, rate design and cost-of-service studies.
 
Dan Kasbohm 
is a rates manager for Utility Financial Solutions and has completed over 40 financial modeling and electric cost of service studies. Dan has over 10 years of experience in developing time of use rates, advanced electric rate design models, analyzing load research data, developing line extension policies and power cost adjustments.

Register online or complete the registration form.

Course Fees

Members: $845
Nonmembers: $1,690
Prices increase $50 after Jan. 14

Interested in attending another course at the Winter Institute? More information on courses and fees are available on the main Winter Institute page.

Travel Arrangements

Travel 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.

Meals

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

Internet Access

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

Name Badges

Name badges can be picked up at the Association's registration desk at the hotel starting at 7:30 a.m.

Cancellations/No-Show/Refunds/Substitutions

Registrants who cancel in writing on or before Jan. 28, 2019, are entitled to a refund of their registration fee, minus a $50 cancellation fee. Registrants who cancel after Jan. 28 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. 28 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].

The 2019 Winter Education Institute will take place at: 

Sheraton Grand Nashville Downtown
623 Union Street
Nashville, TN 37219

  • Main telephone: 615-259-2000
  • Group Rate: $225 Single/Double (plus tax)
  • Check-in: 3 p.m.
  • Check-out: 11:00 a.m.
  • Parking: Valet Parking: ($39/day)Self-Parking: ($35/day)
  • Internet Access: Complimentary wireless High-Speed Internet connection in sleeping rooms

Reservations

  • Reservation Cut-off Date:                January 14, 2019
  • Reservation Telephone:                   1-800-325-3535
  • Group Code:                                      APPA-2019 Winter Institute
  • Online Reservation Link:                 https://www.starwoodmeeting.com/Book/APPA2019WinterInstitute

Internet Access

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

Location

The hotel is located about 10 miles from the Nashville International Airport (BNA). Please contact the hotel for transportation options.For directions and transportation options, contact the hotel directly.

Need Assistance?

If you require assistance with hotel/travel arrangements, please contact Meeting Services at 202-467-2941 or [email protected].

What is the conference dress code?

The attire for the Institute ranges from business casual to casual--whatever you're comfortable in. Meeting room temperatures vary, so prepare to dress for cool conditions.

Cancellations/No-Show/Refunds/Substitutions

Registrants who cancel in writing on or before Jan. 28, 2019, are entitled to a refund of their registration fee, minus a $50 cancellation fee. Registrants who cancel after Jan. 28, 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. 28 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].

    Where and when is the next Institute?

    Spring Institute
    May 6-10, 2019
    Omaha Marriott Downtown at the Capitol District
    Omaha, Nebraska

    Fall Institute
    September 30 - October 4, 2019
    Hotel Contessa
    San Antonio, Texas

      More questions?

      Contact us at [email protected] or call 202-467-2976.