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Financial Indicators

OOCUR  11 th ANNUAL CONFERENCE Financial Indicators in a Borderless Society Presented by Sugrim Mungal mungals@ric.org.tt. Financial Indicators. 1. Financial Indicators. 2. Financial Indicators. 3.

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Financial Indicators

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  1. OOCUR  11th ANNUAL CONFERENCE Financial Indicators in a Borderless Society Presented by Sugrim Mungal mungals@ric.org.tt Financial Indicators 1

  2. Financial Indicators 2

  3. Financial Indicators 3

  4. A plea for OOCUR members to come together and embark on a process of data collection and information dissemination, with OOCUR taking the lead. Financial Indicators 4

  5. Financial Indicators 5

  6. BENCHMARKING MONITORING ASSESSING FINANCEABIITY Financial Indicators 6

  7. Financial Indicators 7

  8. What are Financial Indicators? • Measures of financial efficiencies within a public utility. • Made meaningful through comparisons. • Expressed as actual performance in conjunction with targeted objectives. • Represent a utility’s financial performance in an unbiased way. • Financial Indicators Should: • Be clearly defined, with a concise meaning; • Be simple and easy to understand; • Be quantifiable so as to provide an objective measurement of the service; • Be auditable; and • Be as universal as possible. Financial Indicators 8

  9. Determining a Financial Indicator Source: International Water Association (IWA) Financial Indicators 9

  10. What are Industry Averages? • Generally accepted requirements or guidelines followed by the members of an industry. • OOCUR’s membership consists of Caribbean utility regulators which can be considered a specialized industry. • Specify performance of utility service providers and provide definitions to ensure that there is no misunderstanding among users. • Developed by technical experts that work together to meet an industry need and ensure harmonization of industry measures. Financial Indicators 10

  11. Financial Indicators (Electricity Sector) – An Illustration Financial Indicators 11

  12. Liquidity Indicators Financial Indicators 12

  13. Liquidity Indicators Financial Indicators 13

  14. Profitability Indicators This will be directly related to the ownership structure and core objectives of the organization. Financial Indicators 14

  15. Profitability Indicators Financial Indicators 15

  16. Debt Indicators Financial Indicators 16

  17. Debt Indicators Financial Indicators 17

  18. Operational Financial Indicators Financial Indicators 18

  19. Operational Financial Indicators Financial Indicators 19

  20. Illustration of Formulas Financial Indicators 20

  21. Each member should present by industry type its suggested indicator along with proposed definitions and calculations. • Fix a special purpose meeting amongst its members with the intention of initiating the process to establish financial indicators. • It will be up to member countries to agree on said definitions and calculations. • Thereafter establish indicators to be used by member organizations. • Members can agree on industry averages. • Methods of disseminating the information amongst each other. • Indicators can also include Information on areas such as network reliability, affordability, operations and customer responsiveness and service. • This is an evolving process. Financial Indicators 21

  22. Industry Type Special Purpose Meeting Agreement and Establishment Suggested Indicator Information Dissemination Evolving Process Financial Indicators 22

  23. THANK YOU Financial Indicators 23

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