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Supporting SRF Programs through Applied Research and Program Evaluation Tools CIFA Election Day 2018 Albuquerque, NM Jeff Hughes Environmental Finance Center School of Government University of North Carolina (919) 843-4956


  1. Supporting SRF Programs through Applied Research and Program Evaluation Tools CIFA Election Day 2018 Albuquerque, NM Jeff Hughes Environmental Finance Center School of Government University of North Carolina (919) 843-4956 jhughes@sog.unc.edu www.efc.unc.edu www.efc.unc.edu

  2. Supporting the fair, effective, and financially sustainable delivery of environmental programs through: • Applied Research – Fees and finance – Regulatory and governance approaches • Teaching and Outreach – Small to Very Large Systems… • Program Design/Evaluation – Dashboard How you pay for it matters – Implementation advising – Capital planning tools 2

  3. Two-Prong Approach • Tools that help utilities be better service providers and more financially sustainable (better borrowers) • Research to assist funding programs develop/promote programs (better lenders) – Needs assessments – Debt affordability and market studies – Data driven affordability criteria – Showing financial benefits of subsidized loans 3

  4. https://efc.sog.unc.edu/utili ty-financial-sustainability- and-rates-dashboards

  5. 5

  6. Multipurpose • Comprehensive state financial assessment and capacity systems • Statewide trends and capacities • Encourage sustainable rate setting • Encourage rate setting that considers affordability, conservation etc. • Increased transparency • Reduces race to the bottom rate comparisons 7

  7. SRF Program Research Assistance 10

  8. SRF Program Economic Tools 11

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