2002-055-RES ACCEPT PROPOSAL OF CARTER & BURGESS FOR PROFESSIONAL ENGINEERING SERVICES TO WATER LOST AND UNACCOUNTED FOR STUDY IN CITY'S WATER AND ACCOUNTING AND OPERATING SYSTEM

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.. . . . . . . . . . II . . . . 2 S . 3 :I :J t2 !I 1iiI 13 II 11 . a ]I . 31 LARRY SHAW, CPA Page 2 . Son Antonio Water System (SAWS) Strategic Planning, Son Antonio, Texas; Project Director. Corter & Burgess is providing assistance to the senior management of the San Antonio Water System (SAWS) to develop their strategic plan. Corter & Burgess is initially reviewing previous strategic planning efforts as well as interviewing senior management and select stoff ta determine what has been implemented and if not, why and how could it be done differently. A Board Planning Policy is being developed in conjunction with SAWS CEO for approval by the Boord of Trustees that will guide the planning process. A process will be identified in the first phose and implemented in a subsequent facilitated process. . Utility Management Audit~Diagnostics. Various locations cited below; Project Manager. Performed management audits and diagnostic reviews to identi~ issues and problem oreas for management to improve their operations and their support functions of accounting, finance, purchasing, personnel, information systems, metering, and customer service. Projects have been performed at water, wastewater, solid waste and/or storm water utilities in Dallas, San Antonio, Austin, EI Paso, Corpus Christi, Shreveport, Bossier City (tA), St. louis, Washington, D.C. and Miami. Benchmarking was a process frequently used in the diagnostic review. . Dallas Water Utilities Rote Analyses Training, Dallas, Texas; Project Manager. Provided training related to the pricing process including Financial Management Context, Revenue Requirements, Cost Allocation, Rate Design and Ancillary Charges, and Pricing Water and Wastewater services. . Regional Wastewater Utility Joint Venture, TX; Project Manager. Advised two River Authorities engaged in a joint venture to provide wholesale wastewater service on a regional basis about the financial and management practices appropriate to employ in developing the new regional entity. . San Antonio Water System (SAWS) Storm Water Management Plan; San Antonio, TX; Senior Management Consultant. Developed 0 customer-billing database for storm water utilizing land data information wos developed from the Bexor Appraisal District (BAD) for its 250,000+ customers. Working with the BADls ARC/INFO GIS and four independent customer databases to compile the storm water customer database, they designed the database and rate structure and assisted SAWS with requirement definitions for modi~ing its existing customer information and billing system. . Utility Process Improvement, Various locations; TX; Project Manager. Prepared accounting procedure manuals, extension policies, property unitization manuals and indirect cost studies to assist management in operating their accounting and financial functions at several utilities including San Antonio, Shreveport, Bossier City and Miami-Dade. . Integrated Management Programs. San Antonio, TX; Project Manager. Provided assistance to management in 0 multi-year effort to build the institutional framework for the San Antonio wastewater utility to prepare itself for substantial changes in its operations and service needs and a major capital improvement program, . Strategic Planning, Kansas City, KS; Project Manager. Assisted in developing a strategic business plan focused on expansion of services and its service area for on electric and water utility in Kansas.