UtilityEducation.com

Free Downloads

Practical templates and worksheets for co-op and utility finance and accounting professionals — ready to use, no course required. Enter your email and each one is delivered straight to your inbox.

Worksheet

Work Order Process Evaluation Template

Analyze your work order process for efficiencies and best practices across six major categories and 27 line items.

Download Now

Worksheet

Three-Factor Cost Allocation Worksheet

Allocate shared departmental costs using the Three-Point Formula — a simple average of headcount, expenses, and gross plant in service.

Download Now

Worksheet

Continuing Property Record (CPR) Consolidation Worksheet

See how to consolidate CPR components that always move together into a single fixed asset unit, with a worked example.

Download Now

Guide

Co-op and Utility Board Members: Rate Study Question Guide

Clear, direct questions board members can ask when reviewing cost-of-service and rate design studies.

Download Now

Template

ASC 980/GASB 62 Implementation Plan

A step-by-step roadmap for adopting ASC 980 or GASB 62 treatment, with a built-in budget and rate impact calculator.

Download Now