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~ ~ ~ LARRY SHAW, CPA a Page 2 ~ • San Antonio Water System (SAWS) Strategic Planning, San Antonio, Texas Projed Director. Carter & Buigess is providing assistance to the senior manogement of the San Antonio Water System (SAWS) to develop their strategic plan. Carter 8 ~ Burgess is initially reviewing previous strategic planning efforts as well as interviewing senior management ond seled staff to ~ determine what has been implemented and if not, why and how could it be done differently. A Board Plunning Poliry is being developed in conjundion with SAWS CEO for approval by the Board of Trustees that will guide the planning process. A ~ process will be identified in the first phase and implemented in a subsequent facilitated pracess. ~ . Utiliry Manogement Audits/Diagnostics. Various Locations cited below; Projed Manager. Performed management audits m and diagnostic reviews to identify issues and problem areas for management to improve their operations and their support ~ fundions of accounting, finance, purchasing, personnel, informotion systems, metering, and custamer service. Projeds have been performed at water, wostewater, solid waste and/or storm water utilities in Dallas, San Antonio, Austin, EI Pnso, a forpus (hristi, Shreveport, Bossier Ciry (lA), St. Louis, Woshington, D.C. ond Miomi. Benchmorking was a process ~ frequendy used in the diagnostit review. ~ . Dallas Water Utilities Rate Analyses Training, Dallos, Texos; Projed 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; Projed Manoger. Aduised rivo River Authorities engaged in a joint venture to provide wholesale wastewoter service on a regional basis about the financial ond manogement pradices appropriate to ~ employ in developing the new regional entity. Z • Son Antonio Water System (SAWS) Storm Woter Manogement Plan; San Antanio, TX; Senior Management Consultant. 3 Developed a customer-billing database for storm water utilizing land doto infaimation was developed fram the eexor ~ Appraisal Distrid (BAD) for its 250,000+ customers. Working with the BAD's ARVINFO GIS and four independent custamer datobases ta compile the storm woter customer database, they designed the database and rate strudure and assisted SAWS 2 with requirement definitions for modifying its existing customer information and billing system. ~ . Utiliry Process Improvement, Various Locations; TX; Projed Manager. Prepared accounting procedure monuals, extension ~ policies, property unitization manuals and indired cost studies to assist management in operating iheir accounting and 2 financial fundions at several utilities including San Antonio, Shreveport, Bossier (iry and Miomi-Dade. a . Integrated Monogement Programs. Son Antonio, A. Projed Manoger. Provided assistonce to monogement in a multi-yeor effort to build the institutional framework for the San Antonio wastewater utiliry to prepare itself for substantiol changes in ~ its operations and service needs and a major capital improvement program. ~ Strategic Planning, Kansas Ciry, KS; Projed Manager. Assisted in developing n strategic business plan focused an a • expansion of services and its service area for an eledric and water utiliry in Kansas. a ~ ~