NADB created its Institutional Development Cooperation Program (IDP) for the purpose of enhancing the managerial, financial and leadership capabilities necessary to operate a successful utility in the modern U.S.-Mexico border economy. As an integral part of that effort, the Utility Management Institute (UMI) offers an on-going and focused professional development program for utility managers and their staffs in the border region.

Operation

The curriculum is highly practical, focusing on day-to-day issues faced by border utility professionals. Module presentations emphasize interaction among participants with the goal of developing a binational network of border utility professionals able to consult with one another as issues arise. The UMI faculty is comprised of experts in the fields of water and wastewater utility management and leadership in the United States and Mexico, including practicing professionals, consultants, and academics. Instruction is provided in both English and Spanish.

The UMI modules are designed to be taken in the specified sequence, as each subsequent module builds on the previous session. Participants who attend individual modules of the UMI curriculum receive a certificate from the Institute for that module; those who complete the entire basic curriculum earn a certificate from the University of the Incarnate Word. UMI participants will find the program beneficial not only for their utilities, but for their own career development.

In the four U.S. border states, utility operators can apply participation in UMI seminars towards the continuing education credit hours required to maintain their operating licenses.  For each module or seminar participants can earn the following credit:

State Agency Credit Hours 
Arizona Department of Environmental Quality  20 hours
California Department of Health Services 20 hours
New Mexico Environmental Department  18 hours
Texas Commission of Environmental Quality 20 hours

Basic Curriculum

Planning, Designing and Implementing a Successful Utility
This module focuses on the functions and practices of a successful utility. Specific topics include defining a utility’s purpose and priorities; exploring the five functions of management; identifying opportunities for and barriers to success; and examining the legal and regulatory framework.
Financial Administration
In this module, participants analyze current practices and explore the issue of financial self-sufficiency. Topics include information needs for decision-making; the importance of needs assessments; billing and collection issues; understanding rate structures and their regulatory framework; and establishing appropriate performance indicators and accounting systems.

Financial Planning
In this module, participants examine strategic planning initiatives aimed at preparing utilities to meet future needs. Topics include investments and financing plans; legal and regulatory implementation issues; development of appropriate rate structures; establishment of reserve funds; project evaluation and administration; and efficiency goals.

Leadership in the Utility
This capstone module addresses the importance of local leadership in a utility’s development. Topics include staff development, team building, and understanding group dynamics; negotiations and creative problem-solving; and public communications.

 Schedule

Each module is offered twice a year and runs 2-1/2 days, beginning with registration on Tuesday evening and ending by mid-day on Friday. The schedule for 2008 and 2009 is:

     2008

Module I
Module II
Module III
Module IV
January 22-25, 2008 May 21-23, 2008 July 23-25, 2008 October 22-24, 2008
February 19-22, 2008 June 18-20, 2008 August 20-22, 2008 November 19-21, 2008

     2009

Module I
Module II
Module III
Module IV
January 21-23, 2009 April 22-24, 2009 June 24-26, 2009 October 21-23, 2009
February 18-20, 2009 May 20-22, 2009 July 22-24, 2009 November 18-20, 2009

 

Graduate Seminars

For utility professionals who have completed all four modules of the basic UMI curriculum, the institute offers intensive seminars on subjects complimentary to the original program.  The topic of the 2008 seminars are:

How to Plan and Manage a Project March 11 - 13, 2008
Quality Service in Border Water Utilities September 24 - 26, 2008

Location

All UMI modules and graduate seminars are presented in San Antonio, Texas at:

University of the Incarnate Word (UIW)
Dr. Burton E. Grossman International Conference Center,
847 East Hildebrand Ave. at Hwy 281

Dormitory-style accommodations for UMI participants are provided at UIW.

Registration

Eligible participants must be employees of public water or wastewater utilities located within 100 kilometers (62 miles) north of the international border in boundary in the four U.S. states of Texas, New Mexico, Arizona and California and within 300 kilometers (about 186 miles) south of the border in the six Mexican states of Tamaulipas, Nuevo Leon, Coahuila, Chihuahua, Sonora, and Baja California.

To promote discussion and interaction, classes are kept small, with no more than 30 participants at a given time. Acceptance will be subject to availability; however, classes will be offered on a regular basis throughout the year to ensure that all eligible participants have the opportunity to attend.

The NADB’s IDP will cover all course-related expenses of the participants, including the course and materials, ground transportation during the course, lodging and most meals. The cost of transportation to San Antonio is the responsibility of the participant.

For more information about the UMI program or to register for the program, contact:

Utility Management Institute
Laura Stout,
UMI Executive Director
4301 Broadway, CPO 307
San Antonio, Texas 78209

Phone: (210) 805-5706
Fax: (210) 805-3020
E-mail: stout@uiwtx.edu

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