CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your...
Transcript of CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your...
![Page 2: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/2.jpg)
Helpful Tips for Today’s Session
• To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden, click on the control panel at the top to open Q&A.
• To Answer a Poll Question – Choices will be in the poll panel on the right side of the screen. If the panel is hidden, click on the control panel at the top to open the poll.
![Page 3: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/3.jpg)
![Page 4: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/4.jpg)
![Page 5: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/5.jpg)
![Page 6: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/6.jpg)
Today’s Panel
CUPSS Program Team
Susanna Bains, ORISE Fellow, USEPA
Adrienne Harris, USEPA
Cindi Atwood, TetraTech
![Page 7: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/7.jpg)
Today’s Agenda
• Session 1 Summary• Session 1 Your CUPSS• Session 1 Quiz• Session 2
– My O&M• Search/Print
– My Finances– My Financial Check Up
Report
• Session 2 Your CUPSS
![Page 8: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/8.jpg)
Asset Management Core QuestionsCUPSS Modules
Current State of Assets
1
Level of Service
2
CriticalAssets
3Minimum Life Cycle Cost
4
Long-term Funding Plan
5
Asset Management
My Inventory
My O&M
My CUPSS Plan
My CUPSS Plan
My Inventory
My Asset Check Up
My CUPSS Plan
My Finances
My O&M
My Financial Check Up
My CUPSS Plan
My Finances
My Financial Check Up
My CUPSS Plan
![Page 9: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/9.jpg)
Session 1 Summary
• Installation• CUPSS Set Up• Login & Navigation• Help• My Inventory• My Asset Check Up
Report
![Page 10: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/10.jpg)
Session 1 Your CUPSS
1) My Inventory pageInventory List1.1) Add two additional assets to the inventory list for
‘Beauty View Acres Subdivision – DW’ through the Asset Inventory form
1.2) Add two additional assets to the inventory list for ‘Beauty View Acres Subdivision – DW’ through the Asset Import template
1.3) Change one daily task to a weekly taskSchematic1.4) Delete one asset in the schematic1.5) Add two new assets in the schematic
• Link these two assets with the drawing tool2) Help page
2.1) Search for term ‘inventory’3) My Asset Report page
3.1) Print a report showing your all assets in the drinking water example utility
![Page 11: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/11.jpg)
Session 1 Quiz
1.Which module would you use to add an additional asset?A. My Set UpB. My InventoryC. My Training
![Page 12: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/12.jpg)
Session 1 Quiz
2.What are the names of the different areas where you can add an asset to?A. Inventory ListB. SchematicC. Both the Inventory List and the
Schematic
![Page 13: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/13.jpg)
Session 1 Quiz
3.What is the name of one of the reports you can view on the My Asset Check Up page?A. All AssetsB. Only Broken AssetsC. Brand New Assets
![Page 14: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/14.jpg)
Today’s Agenda
• Session 1 Summary• Session 1 Your CUPSS• Session 1 Quiz• Session 2
– My O&M• Search/Print
– My Finances– My Financial Check Up
Report
• Session 2 Your CUPSS
![Page 15: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/15.jpg)
Goals of Session 2
Create your operation and maintenance tasks
Learn how to search and print reports on assets and associated tasks
Enter your past, current and projected finances
Determine your financial forecast and print a custom report for your utility
![Page 16: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/16.jpg)
MY O&M
Benefits to My Utility
CUPSS allows you to track all of the tasks associated with each utility. Since CUPSS allows several users to use CUPSS everyone can manage their tasks in CUPSS. Using the search module in CUPSS you can then extract all of the task information to help develop the O&M section of the My CUPSS Asset Management Plan.
![Page 17: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/17.jpg)
Asset Management Core QuestionsCUPSS Modules
Current State of Assets
1
Level of Service
2
CriticalAssets
3Minimum Life Cycle Cost
4
Long-term Funding Plan
5
Asset Management
My Inventory
My O&M
My CUPSS Plan
My CUPSS Plan
My Inventory
My Asset Check Up
My CUPSS Plan
My Finances
My O&M
My Financial Check Up
My CUPSS Plan
My Finances
My Financial Check Up
My CUPSS Plan
![Page 18: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/18.jpg)
My O&M
• How to manage your tasks
• What information is important to consider in a task
• How to print customized reports about different tasks
In the My O&M module, we will be discussing:
CUPSS User’s Guide – Section 6
![Page 19: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/19.jpg)
Why Track O&M?
• Develop good recordkeeping habits
• Gain institutional knowledge of your utility
• Optimize your assets
CUPSS User’s Guide – Section 6
![Page 20: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/20.jpg)
Think about the Asset Management Plan
Tracking your O&M tasks will help you develop an
O&M strategy for your asset management plan. CUPSS
gives you a template to describe your routine,
preventive, and emergency maintenance approaches.
![Page 21: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/21.jpg)
Navigate to My O&M
CUPSS User’s Guide – Section 6
![Page 22: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/22.jpg)
CUPSS Example
My O&M
![Page 23: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/23.jpg)
Add a TaskBenefits to My Utility
CUPSS allows you to complete and print your work orders. By keeping all of your work orders in one place you can track all tasks through completion easily and quickly.
CUPSS User’s Guide – Section 6
![Page 24: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/24.jpg)
Task Form
Task
Asset Information
Monitoring or Chemical Added
Schedule
Optional Parts Information
CUPSS User’s Guide – Section 6
![Page 25: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/25.jpg)
Task
CUPSS User’s Guide – Section 6
![Page 26: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/26.jpg)
Asset Information
Select an asset that you’ve already entered into the My Inventory module, or
enter a new asset. If you enter a new asset, it will automatically appear in your
Inventory list!
CUPSS User’s Guide – Section 6
![Page 27: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/27.jpg)
Monitoring or Chemical Added
CUPSS User’s Guide – Section 6
![Page 28: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/28.jpg)
Schedule
The Completion Date and Time is the actual date and time that you finish a task – do not enter a date
until the task is completed
CUPSS User’s Guide – Section 6
![Page 29: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/29.jpg)
Parts Information
CUPSS User’s Guide – Section 6
![Page 30: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/30.jpg)
Print Completed Work Order
Print Work Order
CUPSS User’s Guide – Section 6
![Page 31: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/31.jpg)
Completed Work Order Form
![Page 32: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/32.jpg)
Print Blank Work Order
CUPSS User’s Guide – Section 6
![Page 33: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/33.jpg)
Blank New Task Worksheet
![Page 34: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/34.jpg)
Print Work Order By Date Range
CUPSS User’s Guide – Section 6
![Page 35: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/35.jpg)
Search/Print
CUPSS User’s Guide – Section 6
![Page 36: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/36.jpg)
Search and Report
CUPSS User’s Guide – Section 6
![Page 37: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/37.jpg)
Search Results
CUPSS User’s Guide – Section 6
![Page 38: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/38.jpg)
CUPSS Example
Q&A on My O&M
![Page 39: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/39.jpg)
MY FINANCES
Benefits to My Utility
CUPSS includes your financial information in the My CUPSS Asset Management Plan and uses it in helping develop the 10 year projections. This information will also be useful in developing the Financial Strategy section of the My CUPSS Asset Management Plan.
![Page 40: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/40.jpg)
Asset Management Core QuestionsCUPSS Modules
Current State of Assets
1
Level of Service
2
CriticalAssets
3Minimum Life Cycle Cost
4
Long-term Funding Plan
5
Asset Management
My Inventory
My O&M
My CUPSS Plan
My CUPSS Plan
My Inventory
My Asset Check Up
My CUPSS Plan
My Finances
My O&M
My Financial Check Up
My CUPSS Plan
My Finances
My Financial Check Up
My CUPSS Plan
![Page 41: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/41.jpg)
My Finances
• How to track your annual revenues and expenses
• How to plan for the future by looking at your past financial history
In the My Finances module, we will be discussing:
CUPSS User’s Guide – Section 7
![Page 42: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/42.jpg)
Why Manage Your Finances?
• See where your money is going
• Identify your priorities for this year and what can wait
• Determine the appropriate costs of doing business
CUPSS User’s Guide – Section 7
![Page 43: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/43.jpg)
Think about the Asset Management Plan
Tracking your finances will help you predict your yearly
revenues and expenses. Your asset management
plan can help you analyze these annual financial
trends.
![Page 44: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/44.jpg)
Navigate to My Finances
CUPSS User’s Guide – Section 7
![Page 45: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/45.jpg)
CUPSS Example
My Finances
![Page 46: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/46.jpg)
My Finances
Enter your expenses and revenues as line items for
each year!
CUPSS User’s Guide – Section 7
![Page 47: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/47.jpg)
Enter Data for Years
Enter Data for Past or Current Year
Data Entry FieldsCUPSS User’s Guide – Section 7
![Page 48: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/48.jpg)
Enter Type of Cost
Type of Cost CUPSS User’s Guide – Section 7
Organize your annual accounting system by
revenues and expenses
![Page 49: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/49.jpg)
Graph Your Financial Data
CUPSS User’s Guide – Section 7
![Page 50: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/50.jpg)
My Finances Graph
CUPSS User’s Guide – Section 7
![Page 51: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/51.jpg)
Print Finances Worksheet
CUPSS User’s Guide – Section 7
![Page 52: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/52.jpg)
Blank Finances Worksheet
![Page 53: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/53.jpg)
CUPSS Example
Q&A on My Finances Exercise
![Page 54: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/54.jpg)
MY FINANCIAL CHECK UP REPORT
Benefits to My Utility
CUPSS reports can be used to present your financial information entered in CUPSS in an organized fashion to your community decision makers and stakeholders.
![Page 55: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/55.jpg)
My Financial Check Up Report
• How to understand the current and future financial situation of your utility
• What long-term financial planning means
In the My Financial Check Up Report module, we will be discussing:
CUPSS User’s Guide – Section 8
![Page 56: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/56.jpg)
Why Prepare Your Financial Report?
• Determine how much $ is needed for improvement projects
• Understand and communicate your revenue needs
• Work toward a balanced budget
CUPSS User’s Guide – Section 8
![Page 57: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/57.jpg)
Think about the Asset Management Plan
Preparing annual financial reports will help your asset
management plan tell a story of your current
financial condition and what goals need to be
established for future financing.
![Page 58: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/58.jpg)
Navigate to My Financial Check Up
CUPSS User’s Guide – Section 8
![Page 59: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/59.jpg)
CUPSS Example
My Financial Check Up Report
![Page 60: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/60.jpg)
My Check Up Page
CUPSS User’s Guide – Section 8
![Page 61: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/61.jpg)
My Financial Check Up ReportPage 1
Growth
Inflation
Select Year
CUPSS User’s Guide – Section 8
![Page 62: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/62.jpg)
Step 1: Starting Point
Enter the starting year for your 10 year projection
Decide if you want to use Actual Costs or Budgeted Costs
CUPSS User’s Guide – Section 8
![Page 63: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/63.jpg)
Step 2: Growth
Apply the CUPSS average of 5% to all years in your 10 year projection
Enter a different % that will be applied to all years in your 10 year projection
Enter a different % for each year in your 10 year projection
OR OR
Option 1 Option 2 Option 3
CUPSS User’s Guide – Section 8
![Page 64: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/64.jpg)
Step 3: Inflation
Apply the CUPSS average of 3% to all years in your 10 year projection
Enter a different % that will be applied to all years in your 10 year projection
Enter a different % for each year in your 10 year projection
OR
OR
Option 1 Option 2
Option 3
Use an inflation value for each expense in My Finances
OR
Option 4
CUPSS User’s Guide – Section 8
![Page 65: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/65.jpg)
Step 3: Inflation Option 4
CUPSS User’s Guide – Section 8
![Page 66: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/66.jpg)
My Financial Check Up ReportPage 2
Financial Projections
Ratios
Summary Graph
CUPSS User’s Guide – Section 8
![Page 67: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/67.jpg)
Financial Projections Window
Edit the text boxes to customize your utility’s financial forecast!
CUPSS User’s Guide – Section 8
![Page 68: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/68.jpg)
Total Cost of Doing Business
CUPSS User’s Guide – Section 8
![Page 69: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/69.jpg)
Revenue Surplus and Deficit
CUPSS User’s Guide – Section 8
Type your future dollar amounts directly in the text boxes. These
edits will automatically be saved in the My Finances module!
![Page 70: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/70.jpg)
Ratios Window
Benefits to My Utility
CUPSS ratios provide you with a quick summary of the financial health of your utility.
CUPSS User’s Guide – Section 8
![Page 71: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/71.jpg)
Financial Projection Summary Graph
CUPSS User’s Guide – Section 8
![Page 72: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/72.jpg)
CUPSS Example
Q&A on My Financial Check Up Report
![Page 73: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/73.jpg)
Your CUPSS
1) My O&M1.1) Add a task for an existing asset1.2) Change an existing daily task to be a weekly task
2) My Finances 2.1) Enter a new Type of Cost line item for the year
2008, “Revenue from loans/bonds” for a Budgeted Amount of $5,000 (“5000”) and an Inflation Rate of 10% (“.10”)
3) My Financial Check Up Report3.1) In Page 1, make sure the starting point is on the default year 2008.3.2) In Page 2, change numbers as indicated in the
table on the next page (in the handout).3.3) Click “Generate Report” to print a report of what
is now entered into CUPSS.
![Page 74: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/74.jpg)
Agenda for Session 3
• Training Review: Session 2– Your CUPSS– Quiz
• My CUPSS Plan• Troubleshooting Tips• Final Q&A• Final Test• Training Evaluation
Sneak Peak!
![Page 75: CUPSS Training - US EPA · Helpful Tips for Today’s Session • To Ask a Question – Type your question in the Q&A panel on the right side of your screen. If the panel is hidden,](https://reader033.fdocuments.net/reader033/viewer/2022042222/5ec8a29749c0df2a6373fb7d/html5/thumbnails/75.jpg)
Join Us for Session 3
Learn about generating your Asset Management Plan in Session 3!
Thursday, May 14th, 20151-3pm ET