Utility Management Institute (UMI)

NADB, through its Utility Management Institute (UMI), has been committed to the professional development and capacity building of water utility professionals in the US-Mexico border region for the last 20 years.

The Utility Management Institute Program aims to strengthen the administrative and financial management of water utilities and will cover topics such as legal framework, organizational structuring, budget, performance indicators and results, leadership, communication and negotiation.

Each module is taught by a faculty of specialists who combine knowledge with practical experience.

This four-module program has helped raise the operational level of these utilities with better trained personnel in the following areas:

  • Planning, Designing and Implementing a Successful Utility
  • Financial Administration
  • Financial Planning
  • Leadership in the Utility

The training program consists of 4 seminar-type modules with each module lasting 2.5 days, to be taken in sequential order. All modules will be held in San Antonio, Texas. In 2019, NADB will be offering the first two UMI modules on July 24-26, 2019 and September 25-27, 2019. The remaining two modules will be offered in 2020. We encourage eligible participants from border utilities in both the administrative and technicaloperational areas, to apply. UMI will provide the course materials and cover most travel and accommodation expenses for the attendees.

Who should attend?

Eligible participants must be employees of public water or wastewater utilities located within 100 kilometers (62 miles) north of the international border in the four U.S. states of Texas, New Mexico, Arizona and California or 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 will be 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 to give all eligible participants the opportunity to attend.

For more information, please contact:

Dr. Tomás Balarezo
Program  Coordinator
Tel +52 656 688 4600 (MX)
915 257 8910 (US)

2019 Training Schedule

Module I - July 24, 25 and 26

Planning, Designing and Implementation of a Successful Utility

  1. Annual and long-term planning
  2. Emergency planning
  3. Project planning
  4. Vision and mission development
  5. Structural organization
  6. Human resources organization
  7. Results management: Delegation and supervision
  8. Results management: Motivation
  9. Results Management: Communication and cooperation
  10. Results management: Controls

Module II - September 25, 26 and 27

Financial Administration

  1. Accounting record keeping
  2. Operation record keeping
  3. Financial statement overview
  4. Operating budget overview
  5. Capital budget overview
  6. Reserve funds
  7. Basic criteria for setting fees
  8. Productivity and efficiency indicators
  9. Budgeting and fee exercise
  10. Continuity process for water utilities