Plan2Fund is an interactive, comprehensive planning tool that walks users through estimating the costs of their goals, objectives, and tasks over multiple budget years.  Plan2Fund tracks your progress, too.  Used with Plan2Fund OPT, the objectives in the comprehensive plan can be prioritized to maximize your implementation strategy.

The Directory is an on-line, searchable database of financial resources for environmental projects.  It includes federal agency, state and private foundation resources that can be discovered using multiple search methodologies.  Used with Plan2Fund and Plan2Fund OPT, the Directory helps save you time in finding potential funding.

Plan2Fund OPT is a decision model that guides you in the use of decision rules and weighting to prioritize competing projects.  "OPT" can replace more subjective strategic planning processes by promoting a consensus approach for group decision making.  OPT also provides side-by-side comparison of alternative decision scenarios.

The Environmental Finance Center's Financial Dashboards provide the user a clear and powerful picture of how a water, wastewater and/or stormwater system is currently performing; highlights areas that need improvement; and, provides a future projection of the system based on calculating historical data with current conditions.

The EFC developed this analysis "dashboard" to help communities determine the expected monthly customer cost for participating in the Great Northwest Missouri Water Partnership's multi-county drinking water pipeline project.  Custom-made interactive dashboards can also be designed for your decision making processes.  Let us know!

KDHE Rate Checkup is a stream-lined version of Rate Checkup that has been developed for the State of Kansas. Rate Checkup is our downloadable water rate setting model. This Kansas version has fewer customer categories and a simpler cost allocation method for generating water system user charges.  Download the model and user manual and try it today.

CAPFinance is an integrated capital asset inventory and reinvestment software program for drinking water and wastewater systems.  CAPFinance helps you predict the future cost of infrastructure replacement, tracks overdue asset replacement requirements, and quickly calculates the effects of "pay now or pay later" scenarios.

The SDC calculator predicts the unit cost of adding new development to an existing water system.  It can generate system development charges on an equivalent residential unit (ERU) basis, or based on service meter size. You have the option of using the Growth Method or Equity Buy-In Method (or both) to determine how much new development should pay to connect to your water system.  Requires CAPFinance.

The Utility Budgeting Workbook is an Excel spreadsheet with preloaded graphic reports.  It can be used to assist operators, managers, and board members in designing utility budgets with multiple year forecasts of service connections, revenues and expenses.  The Workbook produces a summary that shows whether key criteria are being met to determine if that system will have the necessary financial capacity to provide sustainable services.

The Financial Analysis Calculator for Exemptions (FACE) Tool assists regulators in the process of reviewing a Public Water System’s application for an exemption to a drinking water standard through the analysis of a system’s financial and economic condition. The program generates reports on the current financial and economic condition of the system and trends over time, the affordability of current water rates, and the financial and affordability impacts of financing capital improvements to meet the water quality standard.

A guidebook and spreadsheet program to help local decision makers evaluate their water utility's financial condition.

Capacity Tracker ™ assists in tracking financial information over the duration of a loan. Using eight key ratios to collect and track information, the program shows the movement of the ratio over time and compares its overall condition or risk level to benchmarks.

The Guidebook of Financial Tools is a reference document sponsored by the EPA for officials with environmental responsibilities. It is designed to assist all those interested in finding the means of financing environmental protection initiatives that are appropriate for them.