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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 RESOLUTION NO. 2002-055 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PARIS, PARIS, TEXAS, ACCEPTING THE PROPOSAL OF CARTER & BURGESS, PROFESSIONAL ENGINEERS, FOR PROFESSIONAL ENGINEERING SERVICES RELATED TO THE PERFORMANCE OF A WATER LOST AND UNACCOUNTED FOR STUDY IN THE CITY'S WATER ACCOUNTING AND OPERATING SYSTEM; AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE A PROFESSIONAL ENGINEERING SERVICES CONTRACT WITH CARTER & BURGESS FOR SUCH STUDY; MAKING OTHER FINDINGS AND PROVISIONS RELATED TO THE SUBJECT; AND DECLARING AN EFFECTIVE DATE. WHEREAS, in order to maintain the integrity of the City's water system, to control the loss of water through said system, and to otherwise ensure efficient and effective water service, it is necessary for the City to perform a water lost and unaccounted for study in the City's water accounting and operating system; and, WHEREAS, the City Manager has previously requested authority from the City Council to solicit proposals from qualified professional consultants to perform said water lost and unaccounted for study; and, WHEREAS, the City Council, by adoption of Resolution No. 2001-175, passed and approved the 10th day of December, 200 1, authorized the City Manager and the City Finance director to request proposals for professional engineering services related to the aforesaid study; and, WHEREAS, as a result of the solicitation of said proposals, and the review of same, the City Manager, City Engineer, and City Finance Director have determined that the engineering firm of Carter & Burgess, Professional Engineers, have presented the best proposal for the performance of said studies; and, WHEREAS, the City Council desires to accept the aforesaid proposal of Carter & Burgess, Professional Engineers, and authorize the City Manager to negotiate and execute a professional engineering services contract with Carter & Burgess for the performance of said study, subject to the review of said contract by the City Attorney; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PARIS, PARIS, TEXAS: Section 1. That the findings set out in the preamble to this resolution are hereby in all things approved. Section 2. That the proposal of Carter & Burgess, Professional Engineers, attached hereto as Exhibit A and for all purposes incorporated herein, for the performance of a water lost and unaccounted for study in the City's water accounting and operating systems, be, and the same is hereby, accepted. Section 3. That the City Manager be, and he is hereby, authorized and directed to negotiate and execute, on behalf of the City of Paris, a professional engineering services contract with Carter & Burgess, Professional Engineers, for the performance of the aforesaid study, under the terms and conditions and in a form approved by the City Attorney. Section 4. That the cost of performance of said professional engineering services shall be paid from funds available from the City's waterworks and sewer system revenue bonds. Section 5. That this resolution shall be effective from and after its date of passage. PASSED AND APPROVED this 11th day of March, 2002. ~~ ATTEST: T. APPROVED AS TO FORM: . I I I I I I I I I I I I I I , I I February 22, 2002 I ~l3JlW~ 7950 Elmbrook Drive Dallas, Texas 75247,4925 Phone: 214,638,0145 Fox: 214,6380447 Carter~~Burgess www.c-b.com Mr. Shown Napier, PE City Engineer The City of Pari s 150 SE 1 st Paris, Texas 75460 FEB 22 2007. City of Paris Engineering RE: Request for Proposal to perform a Comprehensive Water Distribution System Audit Dear Mr. Napier: We are pleased to present this letter of interest for the Comprehensive Water Distribution System Audit project. Carter & Burgess offers 0 team of highly qualified individuals with the experience to manage and perform the services required for this project. The Carter & Burgess Team has directly-related project experience in 011 aspects of the work required for this project by having completed similar projects, some of which are detailed in the attached proposal. The team members will be dedicated to the City of Paris for the duration of this project. As you review our proposal, we will present the benefits in choosing the Carter & Burgess Team for this important project. Some of these benefits include: · The proposed Project Manager, Dr. AI Petrasek, PE has worked on many flow metering projects in his 35 years of practice, providing the City with 0 truly experienced Project Manager. · The Carter & Burgess Team understands the needs of the City of Paris and the requirements of this particular project which is critical in the development of the final project scope. · The Carter & Burgess Team has in-depth experience in water distribution system work. · Corter & Burgess is located in close proximity to Paris and can be on site in approximately two hours. We trust that you will find this proposal provides the information necessary for the evaluation process and expresses our enthusiasm, knowledge, experience, and availability of resources for this project. We are excited about this project and look forward to working with the City of Paris. If additional information is required, please do not hesitate to call. " ACP/dmV021511 Corter & Burgess, Ine. Corter & Burgess Architects/Engineers, Ine. Corter & Burges> Consultants, Ine. C&B Architects/Engineers, Inc C&B Archilects/Engineers, P,C C&B Nevada, Ine. Nixon & Laird Architects/Engineers, P,C I I I I I I I I I I I I I I I I I I I J I I I I I I I J I I I I Proposal Comprehensive Water Distribution System Audit Contents Section 1 ElEaI1E!fits ................................................................. :z Section 2 Firm Overvie,,^, ....................................................... 3 Section 3 Relevant Project Experience.................................. 6 Section 4 F'r()jEtc:t lrE!Clrrl ......................................................... 1:1 Section 5 Project Understanding & Project Approach .......... 15 Section 6 References ............................................................ 21 Appendix Resumes of Key Personnel " Carter ~;Burgess J J :J J J ~ J J J J J ] J ] J ] J I I I I J Proposal Comprehensive Water Distribution System Audit Section 1 Benefits Carter & Burgess, Inc. appreciates the opportunity to present * The proposed Project Manager, Dr. AI Petrasek, PE our proposal to the City of Paris to provide consultant selVices has worked on many flow metering projects in his 35 for a Comprehensive Water Distribution System Audit ofthe years of practice, providing the City with a truly City. We feel that we have assembled a team of well- experienced Project Manager. qualified engineers, financial experts, and inspectors to insure The Carter & Burgess Team understands the needs of the City of Paris receives selVices that will meet their needs. * the City of Paris and the requirements of this particular As Carter & Burgess is considered for this audit, we feel that project. This understanding is critical in the there are benefits that we can provide the City of Paris that development ofthe final project scope, since that is the make us the firm to choose. Some of these benefits are listed best way to assure that the City receives the selVices below: needed for this project. * Carter & Burgess has more resources to offer the City * The Carter & Burgess Team has experienced personnel of Paris. Ourfirm has over 1,800 employees in Texas in leak detection assigned to this project. This and over 1,000 in the Metroplex. We are the largest experience will be important in developing the final engineering firm in Texas and the D/FW Metroplex. set of solutions required for this project. This strong base of engineering and management talent provides your City with resources it deselVes. * larry Shaw, CPA who is leading the management Carter & Burgess is a true multidisciplinary firm consulting portion ofthis project, has many years of * experience in water utility billing, metering, customer offering a broad range of selVices. We can support service, and management. This is a vital component the City of Paris in a number of program areas as of the project, and the Carter & Burgess Team provides indicated below: the best financial/management consulting resources . Water Resources Engineering available to the City. . Civil Engineering * The Carter & Burgess Team has in-depth experience in . Mechanical Engineering water distribution system work - we know how to ~ . Electrical Engineering perform this project. Structural Engineering . Transportation Engineering * Lin Lindsey will direct the field work for this project. Finance and Accounting Mr.Lindsey is experienced in all aspects of water utility . Management construction and field work activities. He is a valuable . Architecture resource for the City of Paris. landscape Architecture * Tom Beam, PE has been performing leak detection * We are located in close proximity to Paris and can be work for decades, and his participation in the project on site in approximately two haurs. assures the City of Paris that the leak detection activities will be performed efficiently and accurately. Carter ::Burgess 2 i ....~ -- I J J I I I J I I I J 1 I I I J I I I I I I I I Proposal Comprehensive Water Distribution System Audit I Section 2 Firm Overvievv Carter & Burgess Carter & Burgess, Inc. was founded in 1939 in Fort Worth Texas as a unique partnership between childhaod friends: One was a civil engineer. The other was a landscape architect. Today, Carter & Burgess, Inc. is a full-service, multi- disciplined consulting firm offering planning, engineering, architecture, surveying, construction management and related services with over 2,500 employees in 36 offices across the nation. The firm has maintained an office in Dallas since 1960. Local personnel resources in our Dallas and Fort Worth offices include more than 1,115 professional, technical, and support staff members. ENRJ .. i~~I~;'l~,,: i' 1,1 =E ~~.,' ." . I, t.I ., ~?.;J \J ,j j" ; ~1t:T - ."'" :l( ;!:==: ;nE:JOP ~ou \ " (SIGH FIRMS ~=<< URCEBOOK , I ':::J 1"1(''',':\. I 'l!".;!1 "'.1 I ) : 'l-\ ~t ..,'J. From the beginning, cooperation among mixed design disciplines set the stage for what hos become an often- imitated way of doing business - offering complete services from one company. While others may try and pull together a partnership for the duration of a project, Carter & Burgess can seamlessly integrate each and every in-house discipline as necessary. This depth often enables us to assist you without the need for additional consultants. Industry Recognition Design professionals at Carter & Burgess maintain the talent and ingenuity necessary to control project costs while meeting strict schedules. Some 85 percent of our work is repeat business from clients. On several occasions we have been the proud recipient of distinguished acknowledgments for our efforts. Engineering News Record magazine * 30th in a list of top 500 U.S. design firms (April 2001 ) * 14th in a list of top 20 Water Transmission Lines firms (April 200 1) * 10th in a list of top 25 Sanitary/Storm Sewers firms (April 200 1) * 10th in a list of top 100 Pure Design firms (April 2001 ) " Building Design & Construction magazine * 7th in a survey of 300 A/E/C firms for volume of work completed in the commercial, institutional, and industrial project markets (J uly 2001) ~ Consulting.Specifying Engineer magazine * lOth in a list of top 100 firms engaged in mechanical and electrical design (August 2000) Carter ~:Burgess 3 J J J ! J J ] ] J ~ 3 J ] ~ Proposal Comprehensive Water Distribution System Audit , . ! J 3 1 I I I I I ;,' I I J 1 1 Services Offered Carter & Burgess' staff provides comprehensive planning, design, construction management, and management consulti ng services for a wide range of projects criti co I to municipalities. In addition, our firm utilizes state-of-the- art computer copabilities to support these planning and design efforts. Discussions ofthe specific areas of professional services which might be of interest to you are provided below. Water System Carter & Burgess has successfully completed a wide range of planning and design projects in water infrastructure. Our design professionals have a proven track record on both small and large multidiscipline projects including water supply, treatment, storage and distribution. Specific services offered by the Carter & Burgess water design group include the following: Planning and Studies * Water Supply and Utilization Studies * Water Quality Assessments * Water Master Planning * Facility Planning and Design Reports * Pilot-scole Testing and Evaluation * Conducting Tracer Studies * Permitting and Regulatory Approvals * Pipeline Alignment Studies * Environmental Impact Analyses Water System Design Services * Steady-state Computer Modeling * Surge Modeling and Control * Corrosion Assessment and Control * Elevated and Ground Storage Tank Design * Pump Station Design * Water Treatment Plant Design * Water Transmission Main Design * Water System Controls and Telemetry * Preparation of 0 & M Manuals * Facility Start-Up and Training Carter ::Burgess Utility Management Consulting Corter & Burgess' Monagement Consulting Services are multidisciplinary, integrating 011 disciplines of management including finance, information systems, administration, engineering, and operations and maintenance. Our staff offers strong technicol competence by combining industry experience from public works, utility and finance departments with senior consultants from "Big 5" accounting and consulting firms. Our approach is to add value to your overall operations. Management consulting services offered by Carter & Burgess include the following: Operations Management * Diagnostic Reviews/Management Audits * Organizational and Staffing * Process Re-Engineering * Benchmarking * Performance Measurements * Merger/Regionalization * Outsourcing * Continuous Improvement * Training Financial Management * Financial Planning and Analysis * Financial Modeling * Pricing of Services/ Rate Studies * Cost Measurements * Capital Recovery Fees * Conservation Programs * GASB 34 Compliance Information Technology * System Planning and Procurement * Web-Based Applications * Systems Integration 4 I rI I t! ~ ! :I i J ~ ~ - J J ~ , . ~ . , . ; . . ~ i. J , I I I I I I I I 1 Proposal Comprehensive Water Distribution System Audit Severn Trent Pipeline Services Pitometer Water Services is now part of Severn Trent Pipeline Services (STPS), an international service and engineering firm. Their services are directed toward accurate collection and analysis of information regarding water and sewer systems. Their use diversified methodologies, innovative techniques, and specialized equipment. Pitometer Water Services, STPS has been providing professional engineering services to the water industry since 1896. Pitometer Water Services, STPS employs a broadly trained staff of professionals with demonstrated experience in their specialized fields. Over the firm's long history, Pitometer Water Services, STPS's staff have developed numerous improvements in the methods used to collect and analyze system data. With offices located strategically across the United States, their project managers are experienced, dedicated individuals who have "come up through the ranks" as field technicians and are thoroughly familiar with day to day operational procedures. In addition to their considerable technical expertise, a complete engineering and technical office staff backs each project manager. Pitometer Water Services, STPS has the philosophy, experienced personnel and equipment that are unequaled in the industry. This is evidenced by the fact that Pitometer Water Services, STPS has performed more than 500 projects in 32 countries. Our reputation for quality work is supported by the high degree of repeat cI ients that they have had over the years. Pitometer Water Services, STPS has built a reputation on providing quality pipeline services to local communities in a manner that makes doing business easy. This combination of quality, service, regulatory knowledge and local focus is the reason they have been around for more than a century. As a result, STPS has become the industry leader in local water distribution solutions. Carter ::Burgess 5 J I I I J J I I I I ! ! I 1 I Proposal Comprehensive Water Distribution System Audit Section 3 Relevant Project Experience The Carter & Burgess stoff hove been responsible for the planning, design, and management of 0 wide variety of projects. These projects hove been performed across not only Texas, but around the notion. Representative projects are provided below. Weatherford Water Purification Plant Treated Water Flovv Metering Evaluation Weatherford, Texas The City of Weatherford water deportment employees noticed the City hod on unacceptably high percentage of unaccounted for treated water. The City hired Carter & Burgess, Inc. to investigate the possible causes for this unaccounted for water. The City hod more than 15 percent of its water supply unaccounted for. Normal loss is around 10 percent, while 0 5 percent loss is considered good. The city's water plant produces 8 million gallons of water per day. Carter & Burgess engineers decided the water may not be leaving the system, but that it was not accounted for in the process. Engineers calibrated the water meters and looked at the accounting system. Hurst Water Distribution System Master Plan Hurst, Texas Corter & Burgess, Inc. prepared a Water Distribution System Moster Plan for the City of Hurst which included computerized modeling of the City's water system, 0 written report, software acquisition and training for Hurst Public Works staff. The project was performed to evaluate existing systems and plan for future expansion and growth of the distribution system. The City of Hurst is more than 90 percent built-out and does not anticipate expansion of its current boundaries. The project focused on operational issues such as energy efficiency, reduction of peaking charges for purchased water Carter ::Burgess and quality issues resulting from mixing well water and surface water. A GIS system was linked to the hydraulic modeling software Cybernet, to assist visualizing patterns and trends in water use and compare the outcome of several design scenarios. Our GIS staff developed digitized data of water lines and complete attributing for all features. The project was performed in two parts. Part One involved generalized computer modeling of the Hurst Water Distribution System in order to analyze the system's operational efficiency and determine the most cost-effective system enhancements. This phase included data collection from water system mops, topographic mops, land use mops, previous water distribution system master plans, water-use studies, population figures and as-built construction plans. Next, water usages were analyzed; and a model was created for evaluating the system. A future system model was developed to reflect projected system changes in configuration, operations and water demand. Our engineers then selected various operational scenarios for analysis by computer modeling and then prepared a report which outlined the results of the analysis. Designated Public Works stoff were trained on the details ofthe water system modeling on an ongoing basis throughout the development of the study. Training for basic manipulation of the data in the system was also provided. Part Two of the project required Corter & Burgess to address the City's ability to meet current and proposed state and federal water quality regulations, and conduct 0 park irrigation study. Regulatory issues evaluated included Lead and Copper Rule, Surface Water Treatment Rule, Information Collection Rule, Disinfection and Disinfection By-product Rule, and Enhanced Surface Water Treatment Rule. For the park irrigation study, alternative sources of irrigation were investigated for three City of Hurst parks. Engineers investigated treated wastewater effluent and local water well supplies os potential sources of irrigation, reviewed the potential availability of such sources, and prepared a report 6 ..I Proposal Comprehensive Water Distribution System Audit t I I I I I I I I I I I of the costs, potential regulatory ramifications, and a cost/ benefit analysis for each of the three City parks. Rovvlett Water System Improvements/ Elevated Tank Rowlett, Texas Carter & Burgess completed a number of projects as part of a major improvement of the Rowlett water system. The facilities included a new 1-MG elevated tank, 8 miles of 12 - to 24-inch water lines, telemetry system improvements and renovation of an existing 0.7 5-MG elevated tank. The Rowlett Road Pump Station included design of a 2-MG ground storage tank, 24-inch water main, yard piping, hydropneumatic tank, drainage system and connections to existing facilities. The water lines are located primarily in developed parts of the city, requiring utility coordination and construction sequencing to minimize impacts during construction. The project also included the development of a computer model of the City's water distribution system demand projections for a 30-year design period to assess future water demands. Carter & Burgess also performed an evaluation ofthe existing water distribution system capacity and pressures. Cedar Crest Pumping Station Dallas, Texas Carter & Burgess designed the 130-MGD Cedar Crest Pump Station which consists of a 96-inch diameter suction line, and 64-inch and 42-inch diameter discharge lines. The Cedar Crest Station serves two pressure planes in the City of Dallas, the South High and Trinity Heights distribution systems. The pump station's initial pumping capacity consisted of three 8-MGD single-speed pumps and two dual- speed pumps (30 MGD each at low speed and 42 MGD each at highspeed). Carter & Burgess also designed and provided witness testing of two 42 -inch Venturi meters and three 18- inch Venturi meters. A SCADA data acquisition system was designed in order to allow remote pump station operations. Landscaping to meet the City of Dallas Landscape Ordinance was also pravided. Carter ::Burgess This project required innovative design elements related to the site plan development, architectural treatments and landscaping in order to allow this high-capacity pump station, located on only 1.5 acres, to blend into the adjacent residential neighborhood which consisted of a church, residences and a golf course. The construction administration of this project included balancing the construction activities while minimizing the disruption to the surrounding community. Project activities also included surface and subsurface investigations, analysis of design alternatives, pump station hydrauliC design, surge analysis, structural design requirements based on specific site and soil conditions, pump station configurations, security systems design, resident construction administration services, and electrical! instrumentation, mechanical design, architectural design, and smoke detection and removal system design. Circle T Ranch Fidelity Water Master Meter & Water Line Along SH 114 Fort Worth, Texas Hillwood Development Corporation officials plan to supply Fidelity Investments at Circle T Ranch with water from the City of Fort Worth. " Carter & Burgess employees designed the master water meter and water line along Texas SH 114 that will bring the water from the city of Fort Worth into the planned community. 7 I I I I ! ! I I ! Proposal Comprehensive Water Distribution System Audit " . ! J i e 4 The master meter measures the flow of water through the 12-inch pipelines. The project will include about 700 feet of line along Texas SH 114 and about 2,300 feet of water line inside the development. The master meter uses a SCADA System, which transmits signals from the master meter to the city of Fort Worth to inform water department employees ofthe amount of water flowing through the water lines. The SCADA system transmits to the central facility information concerning chlorine residual, temperature, pressure and flow. Lake Fork Pipeline Dallas, Texas Carter & Burgess is designing 26 miles of 108-inch raw water transmission line for Dallas Water Utilities. The line has a hydraulic capacity of 216 MGD and will run from the lake Fork Pump Station on the western shore of lake Fork to the vicinity of the Iron Bridge Pump Station on the west shore of lake Tawakoni. The scope of services includes hydraulic design, alignment selection, right-of-way document preparation and acquisition services, surge analysis and on-site construction representation. Lake Palestine Water Utilization and Pipeline Alignment Project Dallas, Texas Carter & Burgess performed detailed utilization and alignment studies to develop preliminary plans for a 120- MGD raw water intake and pump station at lake Palestine, more than 85 miles of 84-inch raw water pipeline and associated appurtenances from lake Palestine to Dallas, and the 300-MGD Southeast Dallas Water Treatment Plant, the pipeline's terminus. The assignment involved preparation of preliminary hydraulic designs; alternate route Carter ::Burgess studies and site selection for the water treatment plant and the raw water intake/ pump station; alternate route studies for conveyance facilities; selection of ' final alignment for the raw water pipeline; right-of-way surveys; preparation of cost estimates for system construction, operation and maintenance; and preparation of a milestone schedule for implementi ng the development of lake Palestine as a water supply source for the City of Dallas. Carter & Burgess is also part of a team preparing final geometric alignment and easement documents for right-of-way acquisition of over 180 parcels over the 85- mile project length. Lake Tawakoni Pipelines Dallas, Texas In addition to upgrading the Iron Bridge Pump Station, Carter & Burgess was responsible for performing condition assessments for the existing 15 miles of parallel 72- and 84-inch water transmission mains from lake Tawakoni to the Towakoni Balancing Reservoir. The staff performed physical inspections of the interior of both lines and the evaluation of various alternatives for long-term cleaning of the pipelines. The pipeline cleaning options included continuous chemical disinfection with liquid chlorine and hypochlorite, periodic shock chlorination, and mechanical ("pigging") cleaning methods. The importance of the pipeline cleaning cannot be over stated, since a rapid increase in pipeline roughness occurs if chlorination is terminated. The increase in friction, which results in lower C-values, dramatically increases power costs for pumping. The project also included extensive hydraulic analysis ofthe existing pipelines, performing surge anolysis on the lines, revising the design ofthe surge protection equipment, and computer modeling of the lines in conjunction with the Iron 8 . Proposal Comprehensive Water Distribution System Audit t , , I I I I ,~ I Bridge and lake Fork Pump Stations. Services provided on this project included hydraulic analysis and design, surge analysis and design, physical inspections, computer network modeling, and analysis of C-value protection and biofilm control. Puerto Rico North Coast Superaquaduct Pipeline San Juan, Puerto Rico Carter & Burgess participated in the design of 50-miles of 72 -inch water transmission main to deliver treated water across the island of Puerto Rico. This project included an alignment study through developed areas and rural areas along a major divided highway. Carter & Burgess was also responsible for preparation of plan and profile sheets and detail sheets, which included highway crossings and construction along extremely steep terrain. Southside II Water Transmission Main Fort Worth, Texas Carter & Burgess provided surveying and engineering services for this project, which included a total of 6 miles of pipeline of 35-inch and 48-inch water transmission main. Survey tasks included setting controls, alignment and topographic surveys, and preparation of right-of-way and easement documents. The line conveys water from the near north side of Fort Worth north to new developing areas. The water line crosses several creeks, existing roads and existing utilities. Design of the line included a hydraulic model and alternative route studies to determine the most cost-effective route, detailed design, preparation of construction plans and specifications, advertising and bidding services and construction management services. The project involved construction sequencing and phasing to accommodate the improvement of a 2 -lane county road to a 4-lane divided thoroughfare. Carter ::Burgess Fort Worth Northside II Water Transmission Main Design Fort Worth, Texas Carter & Burgess provided surveying and engineering services for 6.5 miles of 48- and 36-inch diameter water transmission main. The water line conveys waterfrom the near north side of Fort Worth, north to new developing areas. The water line crosses several creeks, existing -- roads and utilities. The project also included designing a 2 4-i nch Venturi meter station, yard piping and meter vault to meter flow being pumped from the North Beach Street Pump Station into the Northside II Pressure Plane. Construction documents were prepared in phases in order to expedite construction since rights-of-way for some sections of the new pipeline were more readily available. The survey for the water line included setting control from USGS monuments, alignment and topographic surveys, and preparation of right-of-way and easement documents. All field notes were reduced and plotted using Intergraph software and hardware. Design of the pipeline included a detailed transient analysis, access roads alternative route studies to determine the most cost- , effective route, detailed design, preparation of construction plans and specifications, advertising and bidding services, and construction management services. " East Canyon Microfiltration Water Treatment Plant Summit County, Utah Carter & Burgess is providing consulting services as District Engineer to develop and implement master plans. Providing ongoing engineering services to find and develop water sources, such as wells, springs and surface waters (in an 9 ] :I :I :J ~ :! ] J J Proposal Comprehensive Water Distribution System Audit ~ ~ .. , . area which has a moratorium imposed by the State Engineer); and to provide most cost effective infrastructure for the transportation distribution and storage of this water to lands that do not have water. East Canyon Waterline is part of these services. Providing engineering services for design and construction management of 72,000 feet of 30-inch diameter ductile iron high pressure (in excess of 465 psi) waterline. A Booster Station and Intake Structure were also part of the project. Providing engineering services for design and construction management for 6.5 mgd pump station and intake structure, expandable to 22 mgd, to pump water more than 1,100 feet vertically from East Canyon Reservoir to Snyderville Basin. Microfiltration Water Treatment Plant. Providing engineering services for design and construction of 22 million gallons per day water treatment plant. The first phase being 6.5 million gallons per day. Dallas Water Utilities Eastern System Drought Implementation Plan Dallas, Texas The project included the expansion ofthe existing 230 MGD raw water pump station to a firm capacity of 31 0 MGD, and the design and construction of the 241 MGD Lake Fork Pump Station and lOB-inch raw water transmission main. The drought conditions implementation plan developed population forecasts and per capita demands to determine total system demands through 2050. These demands were compared with demands developed by regression- extrapolation analysis in order to determine the final demands used for planning. Cost estimates were prepared to connect Lake Fork into the DWU system including the Lake Fork pump station and transmission line. Additionally, six long range water supply alternatives were evaluated for connecting Lake Palestine, George Parkhouse Carter ::Burgess No.2, and Marvin C. Nichols NO.1 to the Dallas system. Planning level construction cost estimates and O&M cost estimates were developed for each of the six alternatives. The total system costs were in the range of $750 million, and included new pump stations, a new surface water treatment plant, and over 100 miles of large-diameter' transmission lines. Total improvements for the pump station ore estimated to be $14 million in three construction contracts. Four new 68 MGD pumping units and 4,500 HP motors will be installed, along with discharge and header piping. The instrumentation and controls at the facility are being upgraded because the facility will be remotely operated from the East Side Water Treatment Plant after the installation of a new SCADA system. Iron Bridge Pump Station Renovation & Upgrades Dallas, Texas The Iron Bridge Pump Station, originally constructed in 1964 on Tawakoni Lake, has an existing capacity of approximately 220 MGD. It is a significant component in the City of Dallas' raw water supply system, possessing nearly one thi rd of the City's raw water pumping capacity. Corter & Burgess is providing renovations and upgrades to increase pumping capacity to 31 0 MGD, improve system reliability, extend the life ofthe facility for another 30 years and provide the capability of a totally remotely operated station through the use of a SCADA system. The initial phase of the project involved preparation of a design report that included condition assessments and upgrade recommendations for all structural, civil, mechanical, electrical and architectural components ofthe pump station. Key recommendations included re- configuration of four existing 40-MGD pumping units, installation offour new 65-MGD pumping units, replacing piping and valves, intake screens, sluice gates and all electrical, instrumentation and controls. This phase also included providing internal inspections and surge analysis to . I I I I J I I I I I I I Proposal Comprehensive Water Distribution System Audit updating of its ancillary fees and charges. This includes establishing financial and service policies for the merged utility. An evaluation of each city's distribution system is also being performed with the results being incorporated into the initial pricing structure for the merged utility operation. The goal is development of 0 unified rate structure equalized over 0 seven to ten year period. Dallas Water Utilities Retail Water Rate Study Dallas, Texas Corter 8. Burgess is preparing a rate study for retail water service. This includes revenue requirements and allocation of cost to 011 customer classes. In addition, this project includes 0 depreciation analysis of infrastructure assets to review the useful lives of 011 ofthe deportment's assets for water and sewer. Carter 8. Burgess is also developing cost of service and design of water supply standby charges. City of Longvievv Meter Accuracy Tests Longview, Texas Severn Trent Pipeline Services conducted a study of six meters. Velocity profiles were token and measured at eoch location. The flow was measured at three different flow rates to determine performance flow of each meter. Twenty-four hour flow measurements were also made at each location. City of Corpus Christi Meter Accuracy Tests Corpus Christi, Texas Severn Trent Pipeline Services conducted a study of four meters. Velocity profiles were token and measured at each location. The flow was measured at three different flow rates to determine performance flow of each meter. Twenty- four hour flow measurements were also mode at each location. " Carter ::Burgess 12 . . . I I I I I I I I I' I I I I I I I I I J I Proposal Comprehensive Water Distribution System Audit Section 4 Project Team Carter & Burgess has assembled a team of highly experienced professionals for this project. Their roles and reporting responsibilities are shown in the organization chart below. The Carter & Burgess Team is organized around a Project Manager who will have direct responsibility for the day-to- day activities of the Project Team and ensure that all resources are allocated to the team as required to meet the project demands. He will also be the main point of contact for the City of Paris throughout the entire project. The Project Manager will be supported by senior professionals with extensive expertise and experience in their respective area and will report di rectly to the Project Manager. An organizational chart depicting the Carter & Burgess Team is shown below. Brief qualifications of our team members are provided on the following pages, and full resumes of these and additional personnel are included in the Appendix ofthis submittal. We are pleased to present Dr. Albert Petrasek, Jr, PE as the Project Manager for the City of Paris' Comprehensive Water Distribution System Audit. Dr. Petrasek has over 30 years of experience in the planning, design, and operation of civil and environmental engineering projects. These projects include water treatment and distribution, water and wastewater master planning, wastewater collection and treatment, water reuse, process design, municipal solid waste, hazardous waste, Superfund activities, air pollution control, wetlands and general environmental services. He has held positions with government agencies and consulting firms and served on the graduate faculty at universities in Texas and elsewhere. Ron Hayes, PE will be responsible for Engineering Services required for this project. Mr. Hayes has over 20 years of experience in civil engineering consulting with Carter ~:Burgess 1 - Carter & Burgess, Inc. 2 - Severn Trent Pipeline Services 13 ." I' I I I I I I I I I I I I , Proposal Comprehensive Water Distribution System Audit responsibility for planning and management of civil and environmental engineering projects. Mr. Hayes has extensive experience in the preparation of plans, specifications and estimates for water, wastewater, drainage and paving projects. larry Shaw, CPA will be responsible for Financial Services for this project. Mr. Shaw has more than 30 years of experience specializing in management consulting related to public infrastructure including water, wastewater, solid waste and storm water. He specializes in financial planning and analysis, financial modeling, asset management, information systems technology, operations management, organizational analysis, performance measurement and benchmarking. Mr. Shaw has performed more than 100 related financial analyses of utilities including rate studies, financial modeling, and review of impact and special fees. Mr. Shaw formerly directed KPMG Peat Marwick LLP's consulting seNices to government owned utilities from 1980 through 1995. Before joining KPMG in 1980, Mr. Shaw was employed at a major metropolitan water and wastewater utility as a Special Projects Manager and as the Assistant Director of Business where he supervised all accounting, finance, rate, meter, information system, customer service and budget activities. Since, 1980, Mr. Shaw has completed an average of 40 hours per year of training focusing on government and utility services, covering the functions offinancial management, information systems and operations management. He has been an active participant in AWWA activities since 1975. Lin Lindsey will be responsible for Field Work for this project. Mr. Lindsey has over 35 years of extensive experience in construction inspection and quality control for a wide range of projects including water and wastewater, utilities, roadways, airports, flood control and large mixed- use land developments. His experience includes projectneld inspection supeNision, contract administration and project coordination. He has also been responsible for construction testing and monthly estimate verification. Carter ~:Burgess Tom Bean, PE will provide leak Detection Services for this project. Mr. Bean joined Severn Trent PipQliM S~rvices (STPS) in 1969 and has hands-on field and management experience in water distribution systems, district measurements, hydrauliC field testing, hydrauliC modeling studies, water quality analysis, and master planning projects. Mr. Bean is responsible for field data acquisition, overall data analysis, report preparation, budget control, and overall data and report quality for all projects being performed by STPS in the Southern District. " 14 .. J' J' J J J J J I I I I I J I I I I J I I J J I J 1 J 1 I 1 I I I Proposal Comprehensive Water Distribution System Audit Section 5 Project Understanding & Approach Project Understanding Background The City of Paris, Texas is located in northeast Texas in lamar County, as indicated in Figure 1. The city is in the geographical center of the county and is approximately 16 miles south ofthe Red River. Paris is 90 miles southwest of Texarkana, and 105 miles northeast of Dallas. The population of Paris is 25,898 based on the 2000 Census data. The historical population data for Paris and lamar County are presented in Figure 2. lamar County experienced rapid growth through 1920, and then experienced declining population until 1960, atwhich time a steady population increase began again. The population of Paris has been steadily growing. The trend analysis indicates that Paris has added approximately 187 people per year since 1850. This normally translates to approximately 60 new houses per year. Much of the growth can be attributed to the steady influx of manufacturing into the City of Paris. The City has several large employers including Campbell Soup, Kimberly-Clark, Sara lee, and Turner International Piping. Additionally, the health care industry is a large employer in the City. The City experienced a major fire in 1916, and all of the downtown area was reportedly lost. The (8 D was reconstructed, and most of the water lines in the central portion ofthe city were constructed during the 1920's. Project Background The City is currently experiencing an unacceptably high amount of unbilled water in the drinking water system, and Carter~:Burgess the major objective of this project is to identify the sources of the unbilled water. In order to incorporate the results of this project into the on-going rate study, the time frame for completing this project is two to three months. The City's distribution system is shown as a simplified schematic diagram in Figure 3. The system currently has 9,900 billed accounts, and provides water to 174 meters that are two-inches or larger. Additionally, the lamar County Water Supply Corporation is a relatively large customer of the City of Paris. The residential/commercial customers average daily consumption was 2.6 million gallons during the previous year. For a city with a population of 25,898, this is equal to a per capita consumption of 100 gpcd, which is very reasonable. Unbilled, or unaccounted for, water can be the result of a number of different factors including: * Customers that are not metered: . Parks . Water main flushing . Fire protection . Construction . Street washing . City irrigation * leakage in the system * Inaccurate meters * Inaccurate billing software * Meters that have been pulled and replaced with jumpers 15 :I :I :I :I ] ] ] ] J J J I I J J 1 I I I I J 1 I I I I I Proposal Comprehensive Water Distribution System Audit I * Meters that are too large for the application and do not read at low consumption levels To determine the source ofthe unbilled water in the system, several important areas of the utility operation need to be evaluated. These areas ore identified in the following items: * An evaluation of the installation and accuracy of various meters installed in the City's system must be performed. * Investigate and estimate the amount of unbilled water used by the City and other customers. * The existing billing software should be examined to confirm thatthere are no under-billed accounts. * The possible leakage in the system must be evaluated to determine the extent ofthe problem, and to identify, in so far as possible, the areas with most of the leaks. * Determine the feasibility of meter replacements to reduce the amount of unbilled water in the system. Project Approach Problem Identification The City of Paris produces approximately 12 to 15 MGD of water on an average day. The typical consumption for residential/commercial uses is reported to be 2.6 MGD. Therefore about 10 to 12 MGD of water is being supplied to major customers. The first action should be to confirm that the meters for the major customers are reasonably accurate. The City staff has a number of these meters that are routi nely calibrated as part ofthe normal operations; therefore, this portion of the project should proceed rapidly. Additionally, the master meter's (the 42-inch meter) calibration needs to be confirmed, since that is the basis for much of the data that have been gathered. Checking Carter::Burgess calibration of the master meter appears to be reasonably straight forward, and the volumetric procedure described below will be used. Flovv Meter Installation The Carter 8. Burgess Team will visit the meters identified by City staff and evaluate the installation. The evaluation will be conducted for the followi ng reasons: * To determine ifthe installation of the meter can have an adverse impact on the accuracy, and * To evaluate the location and installation for subsequent in situ calibration. The Team will document the conditions at each meter location by preparing a field sketch of the installation and obtaining digital photographs. Installation Errors The most common errors in installing flow meters are: * Locating the meter in a position where it does not flow full. * Failing to provide the upstream and downstream conditions necessary to minimize turbulence in the meter. 16 I ,. I I I I I I I I I I r I I Proposal Comprehensive Water Distribution System Audit * Allowing air to enter the process flow, resulting in metering error. * Failure to properly ground the instruments, resulting in induced error in the electronic components. * Installing a meter that is over-sized for the flow to be measured. * Installing the meter in a location that makes future maintenance impossible. Meter Accuracy The accuracy of flow meters is a common problem encountered in the water industry. The science that deals with accuracy in measurements is metrology, and there have been numerous books written on the issues associated with obtaining measurements that are both accurate and precise. In the United States, the National Institute of Science and Technology (NISD, which used to be known as the National Bureau of Standards, is the organization that is charged with supporting metrology at the national scale. Therefore, in a purest sensei all measurements should be traceable to NIST. Error in flow metering systems is introduced by each element used in the flow measuring process. Consider a venturi tube system that consists of the venturi tube, the differential pressure transmitter, and the indicator/recorder. Each of the three devices has some internal error that contributes to the overall error of the measured flow. It is important to realize that these errors are multiplicative, not additive. In Situ Meter Calibration Several techniques can be used to perform in situ meter calibration, or to check the accuracy of meters that are currently in service. The techniques that are most applicoble to the City of Paris' project are discussed in the follOWing paragraphs. Carter ::Burgess Volumetric Calibration The volumetric calibration method consists of timing the increase or decrease in water volume in a tank or basin of known geometry. The technique requires that the geometry of the volumetric tank be well-known, that the change in water surface elevation can be determined relatively accurately, and that the time between different elevations can be measured with reasonable accuracy. When performed carrectly, volumetric calibration is among the most accurate methods for calibrating flow meters. The method is ohen referred to as the "bucket and stop watch" procedure, which is descriptive terminology, but does not indicate the relative complexity of the procedure. The procedure involves the measurement of three separate parameters: the volume ofthe tank, the change in water surface elevation, and the time. For the procedure to be accurate, all three measurements must be preformed with reasonable accuracy. Tracer Dilution Method The tracer dilution method of in situ calibration consists of adding a known amount of the tracer to the process flow and determining the concentration in the process flow downstream of the meter to be calibrated. Figure 4 shows a typical tracer dilution set up/ and the equipment requirements are minimal. A calibrated container for the tracer is required to confirm the rate at which the metering pump is adding the tracer to the process flow. There must be two taps in place, one through which to add the tracer, and the other from which to collect the downstream sample. The flow in process is calculated from the following simple equation: q X C1 = (Q + q) x (2 where q is the flow rate of the tracer, (I is the concentration of the tracer in the tracer solution container, Q is the process flow rate, and C2 is the concentration of the tracer in the downstream sample. 17 -.I . . Proposal . Comprehensive Water Distribution System Audit . the transfer standard be followed. Additionally, the transfer As an example, for a tracer concentration, (I' of 50,000 . mg/L, and a trocer flow rate of 0.01 gpm, and a standard should be calibrated before going to the field, and . downstream tracer concentration of 5.0 mg/L, the process after being used in the field. flow rate is calculated as, . For pitottubes, the assumption that the average flow in the . 0.05 x 50,000 = (0 + 0.05) x 5.0 pipe is being measured is important. Pipes exhibit a parabolic velocity profile, and multiple measurements are . 500 = 50 + 0.05 required to obtain accurate results. . o = 100.01 gpm After evaluating each meter's installation, the (arter & . The selection of the tracer is critical. The tracer cannot react Burgess Team will use the in situ calibration procedure that is most appropriate for each meter. . with any of the other compounds in the process flow for the procedure to be accurate. Additionally, it is desirable to use Leak Detection . a tracer that is not present in the process flow, because the The location of leaks in the distribution system can be very . need for a background sample upstream of the point of challenging. One of the most common ways to locate leaks tracer addition is eli minated. is to use geophones and listen for leaks in the system. This I procedure is generally quite precise, and it will provide I Mixing in the pipeline is important. The basic assumption is some relative indication ofthe size of the leak. However, thatthe tracer will be uniformly mixed with the process flow the procedure is best employed when the approximate I so thatthe downstream tracer concentration measured is an location of the leak is known. For a distribution system accurate indication ofthe actual downstream concentration. wide study the exclusive use of sonic detection methods is I generally cost prohibitive. I The rate of tracer addition must be known with good accuracy for this method to be used. The rate of tracer addition is I usually determi ned by timing the draw down in the calibrated J tracer container. For this reason a graduated cylinder is usually used as the container. The metering pump must I pump at a constant rate, therefore, multiple volume readings are taken on the calibrated container. I Transfer Standard . J The use of a transfer standard to calibrate flow meters is 1 relatively common place; however, it is important to document that the transfer standard is properly calibrated. I Transfer standards used for flow meter calibration usually Fortunately, there are some steps that can be taken to narrow J include either clamp-on ultrasonic meters or pitot tubes. If down the areas to be investigated. In most cities the night- used correctly, either instrument can function adequately as time water consumption for reSidential/commercial uses is ] a transfer standard. A typical transfer standard installation quite small, especially between 2 am and 4 am. During this 1 is shown in Figure 5. time, portions ofthe distribution system can be isolated and It is important that the recommendations for proving an water elevations in the elevated tanks monitored. Falling J water elevations are on indication of possible leaks. undisturbed flow path both upstream and downstream of ] Carter :~Burgess 18 J ~ . ~, '-',-1':: 'l- 'I' . d._~ -..., ..-. -. .- ....-.. .:... ..;....... Meter and Billing Activities Review * Determine the extent of and reasons for unaccounted for water. Proposal Comprehensive Water Distribution System Audit Depending on the size of the elevated tank, a very large leak may be required to permit detection by this method. For instance, a typicaI500,000-gallon elevated tank has a bowl with a 55-foot diameter. The bowl volume is 17,771 gallons per foot, and if a one-foot draw down is needed in a two-hour time, the minimum leakage rate that can be detected is 150 gpm. For a 1 MG elevated tank with a 70- foot diameter bowl, the minimum leak detection rate would be 250 gpm. An alternative method is to isolate portions of the distribution system and pressure test the system with a portable pump and water storage tank. The pump can be connected directly to the outlet on any fire hydrant, and the leakage measured reasonable precisely with a conventional water meter. Once the areas with high leakage potential have been identified, sonic leak detection methods will be employed to canfirm the locations of major leaks. Review Of Billing Procedures The Carter & Burgess management consulting staff will review the existing billing system with the objectives of: * Identifying inactive accounts that are actually active. * Determining the small users. * Identifying the large users, and checking the meter size. * Identifying duplicate accounts. * Identifying unbilled customers, and determining how to collect revenue. Additionally, the metered revenues, meter routes, meter schedules, etc. will be carefully reviewed and evaluated, and Carter & Burgess will prepare recommendations an improvements to the system. Carter ::Burgess . Gather data on "non customer" metered/non- metered flows to account for uses not billed to customers such as main flushing, fire usage, sewer cleaning, hydrant testing, and other municipal activity usage. . Compare customer metered consumption with purchased water amounts on a monthly, quarterly, and annual basis noting any changes in comparative data during peak and non-peak periods. . Determine the remaining unaccounted for water amount after considering estimates of the known uses noted above. . Consider sectioning-off selected portions of the distribution system for more detailed analysis of unaccounted for water if warranted by the above analysis. * Review the procedures and processes of managing meter activities. . Gather data on: - metered consumption by customer class - meter sizes by customer class - meter routes and number of meters per route - types and age of meters by size currently active in the system . Review data and evaluate meter replacement policy, route efficiency, effectiveness of meters by type and brand, and repair versus replace policy. . Provide a cost and benefit evaluation ofa scheduled replacement and resizing program. Review capabilities of the current utility billing system and the interface to the meter reading system. 19 Proposal Comprehensive Water Distribution System Audit . Evaluate current meter reading and billing processes for efficiency and service level to customers. * Summarize the above analysis and suggest recommended actions for improvement in metering and billing activities. Project Execution Location of Work Effort The Carter & Burgess Team will perform all of the work for this project in the Dallas office or in the City of Paris. Project Staffing The individuals identified on the organization chart ore current employees of Carter & Burgess and Severn Trent Pipeline Services, and they are supported by an additional 340 people in the Carter & Burgess Dallas office. City of Paris Participation Carter & Burgess believes that having clients participate actively in projects is beneficial to the client. One ofthe best ways to have clients participate is to conduct periodic workshops on specific topics. For this particular project, three or four workshops can be conducted. Each workshop would be three to five hours in length and could be conducted in either Paris or Dallas. Possible workshop topics include: * Review of meter calibration results * Evaluation of billing software- results and recommendations * Leakage in the system - results and discussion * Study recommendations and conclusions Carter ::Burgess 20 I. I I I I I I J ] J J ] ] J J V) o >< Q) I- ~ o a. o ~ I r-- Q) '- ::> 0) .- u.. ~ .... 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C) II II II 11 II II [I tI c 0 .- +- J c "- II ...c .- - c J U "- I Q) +- Q) I ~ I "- 0 '+- J -c 0 J .J: +- J Q) ~ J c 0 .- J +- ::> - ] .- 0 J "- Q) u ] C "- ..... ] I ] -.q- Q) J "- ::> ] C) .- LL. :I ] J ] :J ~ "010..10.. Q) Q) Q) _ s:: CJ m.- m 10.. m 10.. .0-1-- .- s:: (ticS 00.- :: ~ C') .= 0. '- E ! ::J a>Q. ~ <Ii' a. E"O ~.~ 0 I E:;' .- mtr Q) ~ 10.._ -u;.- :%( C" E m a> '-- _0. en E~ ~ co 3:(J) o c !~ J J J J J J I I J J I I I I I I I I I I I I I I 1 I I I 0-+ ""0 s.... C ""0 C C ..... (/) s.... Q) '+- (/) C C s.... .... C s.... o '+- C o .+: c u .- - a. a. <( c u .- a. >-. .... I LO Q) s.... :J C) .- L1. t: o J.. '.." I 0)" a.... E 0) m:2: - U -+0 II. I I . . I I . . . I I I I I I I I I J I I I I I I I I I I I I Proposal Comprehensive Water Distribution System Audit I Section 6 References The Corter 8. Burgess Team maintains on excellent working relationship with numerous municipal and public clients. The best measure of post performance is that of our references by our clients. We encourage you to contact our references below to discuss our firm's and team members' post and ongoing performance. Carter & Burgess * Jennifer Cottingham Dallas Water Utilities 2121 Main St., Suite 300 Dallas, TX 75201 (214) 948-4563 Project Lake Fork Pipeline Lake Tawakoni Pipeline Team Members: Albert Petrasek, ir, PhO, PE Ron Hayes, PE Lin Lindsey * Terrace Stewart Dallas Water Utilities 1500 Marilla 4AN Dallas, TX 75201 (214) 670-3144 Team Member: Albert Petrasek, ir, PhO, PE * Charlie Stringer, P.E. Dallas Water Utilities 2121 Main St., Suite 300 Dallas, TX 75201 (214) 948-4578 Project: Lake Palestine Water Utilization and Pipeline Alignment Team Member: Albert Petrasek, if, PhD, PE Carter::Burgess * Dole Fisler City of Fort Worth 1000 Throckmorton Fort Worth, TX 76102 (817) 871-8220 Projects: Northside /I Water Transmission Main Southside /I Water Transmission Main Team Member: Albert Petrasek, ir, PhO, PE * Melissa Kauth San Antonio Water System Purchasing Deportment 1001 E. Market Street Son Antonio, TX 78298 (210) 508-0433 Projects: SA WS Eval. and Assess. of Operations SA WS IT Strategic Plan Team Member: Lorry Show, CPA Severn Trent Pipeline Services * Mike Brown City of Longview POBox 1952 Longview, TX 75606 (903) 759-1053 Project: Longview, Texas Meter Accuracy Tests Team Member: Tom Bean, PE " * Frank Rodriguez ' City of Corpus Christi 1201 Leopard Corpus Christi, TX 78401 (361) 861-1214 Project: Corpus Christi, Texas Meter Accuracy Tests Team Member: Tom Bean, PE 21 I. I . I I I I I J ]I J I I I J J I I J :II J J I J 1 J J J: I I I I Proposal Comprehensive Water Distribution System Audit Appendix Resunles of Key Personnel Carter ::Burgess 22 . I I . . I . I I I . I . I I I I I I I II I I . I 3 . . . . . . ALBERT PETRASEK, ..Jr, PhD, PE Project Manager Carter & Burgess, Inc. Education Ph.D., CiviVEnvironmental Eng, 1975 Texas A&M University College Station M.s., Civil Engineering, 1970 Texas A&M University College Station B.S., Civil Engineering, 1967 Texas A&M University College Station Professional Registration Registered Professional Engineer 1976, TX, 39168 1999, OK, 19452 Professional Experience Dr. Petrasek has over 30 years of experience in planning, design, construction, and operation of engineering works. He has been an engineer for over $2,000,000,000 in construction in the United States and Mexico. Dr. Petrasek worked as the chief of in-house pilot and demonstration scale research for the U. S. EPA1s Office of Research and Development, Cincinnati, Ohio for severol yeors. In that position, Dr. Petrasek had responsibility for the Agency's research program for instrumentation and controls, and a significant amount of work was conducted evaluating different types of flow meters, and establishing standards and criteria for the correct installation and operation of the instruments. Dr. Petrasek has extensive experience in the design of meter installations, and in the operating and maintenance issues associated with metering. Dr. Petrasek is a former employee of Dallas Water Utilities, and he had operational responsibility of the Department1s R&D facilities, which has 15 magnetic flow meters, ten turbine meters, 15 orlice meters, and four venturi meters. Relevant Project Experience . Design, Construction, and Operation of Flow Test Stand, Project Manager, U. S. EPA, Cincinnati, Ohio. This project included the design, construction, and operation of a flow test stand to calibrate flow meters. The test stand included a water recirculation loop, high-speed diverter valves, pumps, water storage tanks, gravimetric water tank, and scoles. The unit was designed to operate on water flow meters with a maximum size of eight-inches and provide NIST traceable accuracy to 0.05 percent. The high accuracy is required to verift meters with a stated occuracy of 0.5 percent. .. . . . . . . . . . !I . . . . 11 I . 3 3 . ~ . . II :I . . . . . . ALBERT PETRASEK, Jr, PhD, PE Page 2 . Development of National Standards for the Installation of Electromagneti~ Flow Meters, Project manager, U. S. EPA, Cincinnati, Ohio. The project included the development of national standards for the installation of electromagnetic type flow meters or all sizes. The project was conducted by the U. S. EPA and the National Institute of Standards and Technology (previously the NBS). . Development of National Standards for the Installation of Venturi Tubes and Venturi Nozzles, Project manager, U. S. EPA, Cincinnati, Ohio. The project included the development of national standords for the installation of venturi tube and venturi nozzle type flow meters or all sizes, The project was conducted by the U. S. EPA and the Notional Institute of Standards and Technology (previously the NBS). . Development of Notional Standords for the Installation of Parshall Flumes and Palmer-Bowlus Flumes, Project manager, U. S. EPA, Cincinnati, Ohio. The project included the development of notional standards for the installation of Parshall Flumes and palmer-Bowlus Flumes or 011 sizes. The project was conducted by the U. S. EPA and the National Institute of Standards and Technology (previously the NBS). . Water and Wastewater Master Plan, Edinburg, Texas, Principal-in-Charge for a Wastewater Master Plan for the City of Edinburg and its extraterritorial jurisdiction, including several colonias. This Master Plan will guide the City's development in water and wastewater for the next twenty years. Total planning area covered 136 squore miles. The following areas of concern are being studied ii': order to evaluate and make recommendations for the City's infrastructure: - Analyze current waste water system and future demands - Evaluate existing wastewater collection .focilities - Evaluate existing wastewater treatment facilities - Analyze current wastewater system and flow records - Evaluate existing pumping and treatment facilities - Development of water and wastewater hydraulic models As a tool for evaluating these concerns, a Geographic Information System (GIS) for the City wos developed concurrently with an overall Capital Improvement Plan (CIP). Financial requirements associated with the CIP were identified as well as potential funding sources. In addition, several lift stations were eliminated because of the analysis. . Raw Water Pump Station and Transmission Line, City of Palestine, Texas; Principal-In-Charge for the design of a 15 MGD raw water pump station and 11 miles of 36-inch raw water transmission main. The praject includes improvements to an existing intake structure, a new electrical and chlorine dioxide building, stand-by generator sets, the pump station, and the transmission main. Services being provided include right-of-way acquisition, surveying, preparation of a design report, design, surge analysis, construction administration, and construction inspection. Estimated construction costs are S 8 million. . Raw Water Pump Station and Transmission Line, Kinder Morgan; Quality Control for this project that includes 27 -miles of transmission main, a balancing reservoir, and a new raw water pump station. Design flow for the project in southeast Oklahoma is 5 MGD and the estimated project costs are $10 million. . . . . . . . . . :I S . . . 11 J I II J ~ 3 3 I . .. :I II . . . . . ALBERT PETRASEK, Jr, PhD, PE Page 3 I . Iron Bridge Row Water Pump Station Renovations, Dallas, Texas; Project Director for the renovation of the 240 MGD raw water pump station. Project included the mechanical, electrical, instrumentation and controls, and structural components. Estimated construction cost of $21 million. . lake Fork Row Water Transmission line, Dallas, Texas; Project Director for the design and construction administration of 26 miles of lOB-inch raw water transmission main. line will run from the lake Fork Pump Station, on the western shore of lake Fork, to the Iron Bridge Pump Station on the western shore of lake Tawakoni. Estimated construction cost is $111 million. The first section, which is 39,000 lF, is under construction for a contract amount of $27 million. . lake Fork Pump Station, Dallas, Texas; Prepared design and cost estimates for the 216 MGD pump station with a connected load of 24,000 HP. Prepared computer simulations of 26 miles of 108-inch line, 15 miles of 72-inch line, and 15 miles of 84-inch line with 14 pumping units in two different pump stations, Estimated construction cost of $27 million. . Shorecrest 48-lnch Water Main, Dallas Water Utilities; Principal-In-charge for the design of 4,000 lF of 4B-inch water main located on the north end of love field in Dallas, Tx. The main connected into the yard piping at the Bachman Water Treatment Plant. The construction cost was $920,000. . lake Tawakoni Transmission lines; Dallas, Texas; Project Director for the condition assessment, surge analysis, and surge protection upgrading to 15 miles of 72-inch and 15 miles of 84-inch raw water transmission main. . Iron Bridge Raw Water Pump Station No.2, Dallas, Texas; Project Director for the preliminary design of the 300 MGD raw water pump station. Services provided included surveying, preparation of preliminary plans, cost estimates, and computer simulation of system hydraulics. Estimated construction cost is $25 million. . Water Treatment Plant, City of Donna, Texas; Principal-In-Charge for the design of a new 6 MGD surface water treatment plant. Facility included raw water intake structures, reactor-clarifiers, filters, c1earwell storage, and high service pumping. Disinfection for a is with chlorine dioxide followed by chlorination. Estimated construction costs of $5,300,000, . long Range Water Supply Plan for Dallas Water Utilities; Principal-in-Charge, This project developed on implementation program for the eastern portion of the City of Dallas system under drought conditions. The project had total estimated capitol costs of $500,000,000 and included 0 new 100 MGD surface water treatment plant, improvements to on existing 176 MGD pump station, the construction of a new 100 MGD pump station, and the construction of over 100 miles of 72 and 84-inch transmission lines. \ . Benbrook Water Treatment Plant Expansion, Texas; Project Manager; project included the expansion from 5.0 MGD to 11.0 MGD. The treatment facilities included new rapid mixing basins, flocculation basins, clarifiers, and filters; additionally, improvements were designed to the transfer pump station, high service pumps, and instrumentation and control system. Construction cost of $2,500,000. .. . . . . . . . . . II . . . . ~ . . 3 :J 11 ~ . . a I I . . II I I ALBERT PETRASEK, ..Jr, PhD, PE Page 4 · Water Transmission line, Dallas, Texas; Project Engineer; Project included the design of 11 miles of 96-inch RCCP water transmission line from the East Side Water Treatment Plant to Jim Miller Reservoir. Construction cost of $24,000,000. · Water Transmission line, Dallas, Texas; Project Engineer; Project for Dallas Water Utilities included the design and construction management of 17 miles of 84-inch transmission line from Jim Miller Pump Station to the Beltwood Reservoir. Construction cost was $27,000,000. · CISCO - Water Plant, Confidential Client, Australia, Project Manager; preparation of cost estimates and preliminary design of a reverse osmosis water treatment facility for 0 DOD contractor. Project included the evaluation of existing well field as a source of supply, and design of modifications to existing facilities to accommodate the new treatment processes. . Design of Water Meter Stations for Dallas Water Utilities. Project includes the designs for three metering stations; Hackberry, Elm Fork, and Jameson; that provide water metering service for DWU customer cities. Estimated project cost $4,500,000. . Water Supply for the City of Mansfield. Design of well, ground storage, and booster pumps for the city. · Safe Drinking Water Act Studies, lone Star Army Ammunition Plant and Red River Army Ammunition Depot Texarkana, Texas; Project Manoger; Safe Drinking Water Act studies for the 3.0-MGD surface water treatment plant, including a study and compliance evaluation. · Water Storage and Pumping Facilities, Highland Park, Texas; Project Manager; design of l,500,OOO-gallon Gillon Avenue ground storoge reservoir and booster pump station, including chlorine storage, handling, feeding and leak detection equipment. Construction cost $1,500,000, . Red Oak Water Treatment Plant, Red Oak, Texas; Project Manager; sanitary survey and preliminary design for Red Oak Reservoir and preliminary design of 30-MGD treatment plant. Estimated construction costs of $45,000,000. · Ozone/UV Disinfection Studies; Project Engineer; performed evaluation of combined ozone/UV disinfection os an alternative to chlorination. The process was found to be significantly improved over the use of either process individually. . Ozonation Studies; Project Engineer; performed evaluation of ozone contactor design. . Project was performed for the U. S. EPA and included counter-current bubble diffusers, pocked columns, and continuous-flow stirred tonk reactors. · D/FW Airport Booster Pumps, D/FW International Airport, Texas; Project Manager; addition of 10-MGD booster pumps at D/FWs East and West Pump Stations. .' . . . . . . . 3 J 3 I I 2 ~ ! J J J J J 11 I I a J J I I I I J ALBERT PETRASEK, Jr, PhD, PE Page 5 . Comprehensive Developmental Moster Plan for the City of Orange, Texas; Project Manager/Engineer. Project included the development of a Comprehensive Developmental Plan for this city of 23,000 in southeast Texas. Work performed included the preparation of land use plans; master plans for water, wastewater, and municipal solid wastes; mopping of the city; and development of the city GIS. . Water and Wastewater Moster Plans for the City of Wilmer, Texas; Project Manager/Engineer. Project included the preparation of both water and wastewater master plans for this city of 5,000. Planning period was through the year 2020. . Utility Moster Planning, lone Star Army Ammunition Plant, Texorkana, Texas; Principal-in-Chorge; preparation of Facility Plan for this industrial complex of over 40 square miles in north east Texas. Work included water distribution system, wastewater collection system, the water treatment plant, the wastewater treatment plant, and performing a leak detection study on the distribution system.. . Bexar County Water System Planning, Son Antonio, Texas; Project Manager; development of Emergency Water Plan. Project included developing the prototype emergency water plan for the Corps of Engineers for Son Antonio, Texas, which has 101 water purveyors, 011 using the Edwards Aquifer as the source of supply. .. . . . . . . . II 3 SI . . . 3 ~ . 3 2 :I ~ ~ II iI . . . . . . . . RON HAVES, PE Civil Engineer Carter & Burgess, Inc. Education B.S., Civil Engineering, 1980 Old Dominion University Professional Registration Registered Professional Engineer 1985, TX, 58807 Organizations American Society of Civil Engineers Texas Natural Resource Conservation Commission Professional Experience Mr. Hayes has over 20 years of experience in civil engineering consulting with responsibility for planning and management of civil and environmental engineering projects. Mr. Hayes has extensive experience in the preparation of plans, specifications and estimates for water, wastewater, drainage and paving projects. Relevant Project Experience . Iron Bridge Pump Station Preliminary Design, TX; Project Engineer. Design of 22-mile, 108-inch diameter row water transmission pipeline from lake Fork to lake Tawakoni. . lake Fork Pipeline, Dallas, TX; Project Engineer. Project consisted of designing 26-miles of 108-inch diameter row water transmission pipeline from lake Fork to lake T awakoni in east Texas. The design included preliminary hydraulic design of a future lake Fork Pump Station, surge analysis for the transmission system, final plans and specifications for the pipeline, permitting by the Corps of Engineers and TXDOT, conducting environmental and archeological surveys. Estimated construction cost of $90,000,000. . North Park Public Utility District, Harris County, TX; Project Engineer. Provided services to district including design and preparation of technical specifications and contract documents for water, wastewater, paving and drainage improvements. Services included construction oversight, progress payment review, state agency submittals and fund applications. . Water and Wastewater Design for Unserved Areas, Dallas, TX; Project Engineer. Preliminary design and evaluation for 770 unserved areas in Dallas. Design oversight for 19,200 linear feet of 8-inch wastewater main and 8,400 linear feet of 16-inch water main under first unserved area construction contract. . . . . . . . . . . !I . . . w ~ . a 2 :I 3 J ~ iI J 3 . . . . 3 'II RON HAVES, PE Page 2 I . Harris County Municipal Utility District No. 13, Harris County, TX; Project Engineer. Provided services to District including design and preparation of technical specifications and contract documents for water, wastewater, paving and drainage improvements. Services included construction oversight, progress payment review, state agency submittals and fund applications. . Polk Street, DeSoto, TX; Project Engineer. Provided design of 3,200 linear feet of 24-inch water main and 2,300 linear feet of 8- and lQ-inch wastewater main. Design included 270 linear feet of aerial crossing with five pier supports. I' . . 3 S I I 2 J J J J J J 3 J . J J 3 J J I J J J J J I J J I LARRY SHAW, CPA Financial Consultant Carter & Burgess, Inc. Education M.S., Business Administration, Trinity University, 1964 B.S., Accounting, Bradley University, 1962 Registrations Certified Public Accountant Affiliations/Organizations . Significant contributions made to the revision of the Water Rate Manual edition of 1981. . Developed and served as an instructor for the Financial Management Seminar offered by the AWWA over a ten year period, beginning in the 1980s, . Assisted in the development and editing of the initial Water Utility Capital Financing Manual and performed a quality review on the first revision. . Managed the first revision of the Water Utility Accounting Manual during the 1990's. . Served as the chairperson and/or as a member on various AWWA committees since 1975 including the Water Rates Committee, the Accounting Committee ond the Accounting, Finance and Management Controls Committee. Professional Experience Mr. Shaw has more than 30 years of experience specializing in management consulting related to public infrastructure including water, wastewater, solid waste and storm water. He specializes in financial planning and analysis, financial modeling, asset management, information systems technology, operations management, organizational analysis, performance measurement and benchmarking. Mr. Shaw has performed more than 100 related financial analyses of utilities including rate studies, financial modeling, and review of impact and special fees. Mr. Shaw formerly directed KPMG Peat Marwick LLP's consulting services to government owned utilities from 1980 through 1995. Before joining KPMG in 1980, Mr. Shaw was employed at a major metropolitan water and wastewater utility as a Special Projects Manager and as the Assistant Director af Business where he supervised all accounting, finance, rate, meter, information system, customer service and budget activities. Since, 1980, Mr. Shaw has completed an average of 40 hours per year of training focusing on government and utility services, covering the functions of financial management, information systems and operations management. He lIDS been an active participant in AWWA activities since 1975. Operations Management Project Experience . SAWS Evaluation and Assessment of Water 8. Wastewater Operations, San Antonio, TX; Project Manager. Providing a comprehensive evaluation and assessment of water and wastewater operations for the San Antonia Water System (SAWS) as part of their Continuous Improvement Program. Working directly for the Boord of Directors, scope includes the analysis of general and administrative activities and related costs, benchmarking and an analysis and recommendations on organization and staffing. .. . . . . . . . . . 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. d. . . . . . . :I . 3 ~ . a 3 3 3 I I I I I I I I I I I I I I I I LARRY SHAW, CPA Page 3 . Regionalization of Tampa Bay Water, Tampa Bay, Fl Management Consultant. Participated in a state mandated study to develop a regional water supply utility for three counties and three city utilities in the Tompa Bay, Florida area. Work involved condition assessment of facilities with an engineering firm, the development of the initial cost based pricing structure, the assignment of value to facilities donated by each member government and the development of member contracts with the regional utility, . Privatization Evaluations; Senior Management Consultant. Evaluated the appropriateness of privatizing all or a portion of utility operations for utilities in Texas, louisiana, District of Columbia, Florida and Ohio. . Utility System Evaluation, San Antonio, TX; Project Manager. Managed a project, with the assistance of two engineering firms, to assess the condition of a water and wastewater system awned and operated by a develaper for potential purchase by the City of Son Antonio. Information Technology Project Experience . Son Antonio Water System (SAWS) IT Master Plan, Son Antonio, Texas; Project Director. Carter 8. Burgess project team members managed the development of a strategic IT plan identifying the vision and recommendations for technology for the future. Entails evaluation of the current systems in information management, technology and automation. A specific outsourcing study is also being performed. . DWU Information Technology System Development 8. Implementation, Dallas, TX; Project Manager. Managed the design, package selection and implementation of a customer accounting and billing system for the Dallas Water Utilities incorporating water, wastewater, solid waste and storm water services. Performed on organizational assessment to reflect the changes needed to accommodate and obtain maximum benefit from the designed billing system to be implemented within twelve months. . Information Technology System Development 8. Implementation, Various locations, TX; Management Consultant. Provided technical assistance and quality assurance reviews for similar customer system projects in Tucson, Honolulu, Cincinnati, Columbus, Trenton, Miami, Winnipeg, San Antonio and the Sam Houston Electric Cooperative. . Information Technology System Development, San Antonio, TX; Project Manager. Managed the design, development and implementation of financial planning, fixed assets, project tracking and inventory systems at a metropolitan wastewater utility in Texas. . Evaluation of Billing System's Development, San Antonio, TX; Project Manager. Managed the evaluation of a custom designed and developed utility billing system for 0 water, wastewater and storm water utility in process of development by another firm. Recommended abandonment of the project and restarting the project using standard and proven system development methodologies. Performed similar engagements at another water utility and at a gas utility. 3 . . . S II a :I :I 3 3 . ~ 2 3 2 I J 2 2 3 ~ a . 3 ~ ~ 3 JI . a 31 LARRY SHAW, CPA Page 4 . Design, Selection & Implementation of Financial System, Shreveport, tA; Project Manager. Managed the design, package selection and implementation of a complete financial system for the City of Shreveport, louisiana, Performed similar projects for four other cities in Texas and one in louisiana. . Information Systems Master Plan, Cincinnati, OH; Information Technology Consultant. Provided technical assistance and quality assurance reviews for development of a long-range strategic computerization plan for the Cincinnati Water Works. . Utility Billing System, Dallas, TX; Project Manager. Managed the design, package selection and implementation of a customer accounting and billing system for the Dallas Water Utilities incorporating water, wastewater, solid waste and storm water services, Performed an organizational assessment to reflect the changes needed to accommodate and obtain maximum benefit from the designed billing system to be implemented with fifteen months. . Assisted in the development of similar utility billing systems projects in Cincinnati, Tucson, Honolulu, Miami, Trenton, Columbus and Winnipeg, Financial Management: Project: Experience . Fort Smith Water and Wastewater Pricing Structure, Ft. Smith, AR; Project Manager. Developed and implemented a water and wastewater cost based pricing structure for Fort Smith, Arkansas on a regional utility basis from the owner/ customer basis used historically. Worked with a customer advisory group composed of retail and wholesale customers during the entire study. . Hot Springs Water and Wastewater Pricing Structure, Hot Springs, AR; Project Manager. Currently developing a cost based water and wastewater pricing structure on 0 regional basis for retail and wholesale customers of Hot Springs, Arkansas. The city currently has a non-cost based pricing structure. . Water Rate Study and Distribution System Assessment (Merger of little Rock and North little Rock Water Utility Systems); little Roclc/North little Rock, AR; Senior Management Consultant. Performing a cost of service water rate study including evaluation of the need for impoct fees and an updating of its ancillary fees and charges. This includes establishing financial and service poliCies for the merged utility. An evaluation of each city's distribution system is also being performed with the results being incorporated into the initial pricing structure for the merged utility operation. The goal is development of a unified rate structure equalized over a seven to ten year period. . Dallas Water Utilities (DWU) Water and Retail Rate Study, Dallas, TX; Project Manager. Prepared retail rates study, including a depreciation analysis of infrastructure assets and development of water supply. . Wood County Water and Wastewater Pricing Structure, Wood County, OH; Project Manager. Developed and implemented a single cost based pricing structure for water and wastewater service for the Wood County, Ohio utility with different rates in each of twenty-two different service areas. )~ ' JJ Jj ~ a I J ~ ~ J 1 I J I 3 I I I I I I I I I I I I I . I I I LARRY SHAW, CPA Page 5 I . Financing Capital Improvement Programs in 25 states. Developed feasibility plans to finance major capital improvement programs and formulated supporting financial policies and procedures at numerous water and wastewater utilities in over 25 states. These studies generally included developing rates, impact fees and fees for ancillary services. Testified as an expert witness on water and wastewater rate litigation in Texas, Florida and Ohio. . Wholesale Service Contracts, Various locations, TX; Project Manager. Developed contracts for service to wholesale water and wastewater customers and reviewed service contract performance to assure compliance with provisions. . Water and Sewer Rate Study, City of Whitehouse, Texas. Developed revenue requirements in order to complete Water and Sewer Rate Study. Also designed proposed rate structures. . Houston MUD Annexation Analysis, Houston, TX; Management Consultant. Participated in a project to assess the operational and financial condition of over sixty water and wastewater utility districts for potential annexation by the City of Houston. . Brazos River Authority Water Pricing Structure, Austin, TX; Project Manager. Developed and implemented a single cost based pricing structure for water supply service provided by the Brazos River Authority in Texas from a customer-by- customer approach formerly used with over fifty customers. . Financial Modeling, U.s. cities; Project Manager. Prepared models to perform financial planning and cost of service analysis and trained employees in their use at numeraus water and wastewater utilities. m' PI II rI CI '-' fI CI :I 2 ~ :I 41 :3 ::I 2 J 3 2 ~ J J I 3 ~ 1 :J J J 3 :I J ALLEN MULLINS, CPA Financial Consultant Carter & Burgess, Inc. Education M.B.A., Accounting, 1980, University of Texas at Arlington B.A., liberal Arts/ 1974, Union University Professional Registration Certified Public Accountant, Texas Professional Experience Mr. Mullins has 26 years of experience in providing management and financial services to state and locol governments, special districts, and utilities. He has managed a wide range of consulting assignments covering cost-of-service pricing studies, organizational analysis, accounting and financial models, and information technology projects. His projects include business and IS strategies, effectiveness and efficiency studies, and outsourcing studies. Mr. Mullins was a Senior Manager in the National Utilities Consulting Practice at KPMG Peat Marwick llP. Mr. Mullins was Assistant Director of Utilities for the City of Arlington, Texas. His responsibilities included budget, financial planning, utility billing, customer services, meter reading, meter services, property management, and operations research. He has also served as Director of Finance for the City of Hurst, Texas, where he was responsible for the accounting, budgeting, utility billing, data processing, purchasing and personnel divisions. Mr. Mullins is a member of the Americon Water Works Association, where he has porticipated on the Information System and Services Committee, and active in the Government Finance Officers Association and the American Institute af Certified Public Accountants. Mr. Mullins has co-authored articles on financial and work-order management, including: '1he Changing Role of Financial Management in Utilities" in Proceedings of WEFTEC '95/ "System Development Charges: Implementation, Administration and Accounting" in the A.W.W.A. Proceedings, 1992/ and "Computerized Work Management: Worth Investigating" for Public Works Journal. Financial Management project experience includes: . GASB 34 Implementation, Temple, TX; Senior Consultant. Developed implementotion strategy to obtain compliance with the new accounting standards for the City of Temple. The project included analysis of the appropriate capitol accounting methods for the City/s infrastructure categories. . GASB 34 Issues, various locations, Project Manager. Developed on analysis of the new standards and mode presentations to professional organizations to assist various entities in the development of on implementation strategy to comply with the new accounting standards, The presentations were mode the Texas Public Works Association, Texas Municipal Utilities Association, Texas Municipal league, Special Districts of South California, and project included analysis of the appropriate capitol accounting methods for the City's infrastructure categories. 9 1I II :II II II 51 iii tI :J CI at 3 :I a :2 2 :I :3 :I :::I CI ~ :I ~ ~ :3 tI :J QI ~ tI ALLEN MULLINS, CPA Page 2 . Woter Rote Study and Distribution System Assessment (Merger of little Rock and North little Rock Water Utility Systems); Little Rock/North little Roc~ AR; Senior Management Consultant. Performing 0 cost of service water rate study including evaluation of the need for impact fees and on updating of its ancillary fees and charges, This includes establishing financial and service policies for the merged utility. An evaluation of each city's distribution system is also being performed with the results being incorporated into the initial pricing structure for the merged utility operation. The goal is development of 0 unified rate structure equalized over 0 seven to ten year period. . Fort Smith Water and Wastewater Pricing Structure, Ft. Smith, AR; Senior Consultant. Developed and implemented a water and wastewater cost based pricing structure on a regional utility basis from the owner/ customer basis used historically. Worked with 0 customer advisory group composed of retail and wholesale customers during the entire study. . Arkansas Parks Program Management, Little Rock, AR; Senior Consultant. In conjunction with the Program Management Services of the $180 million CIP, provided consulting related to Fixed Capitol Asset Determination for GASB 34 Compliance. . Hot Springs Water and Wastewater Pricing Structure, Hot Springs, AR; Project Manager. Currently developing a cost based water and wastewater pricing structure on 0 regional basis for retail and wholesale customers of Hot Springs, Arkansas. The city currently has a non-cost based pricing structure. . Dallas Water Utilities (DWU) Retail Water Rote Study, Dallas, TX; Project Manager. Preparing rotes study for retail water service, including 0 depreciation analysis of infrastructure assets and development of woter supply. . Utility Rote Analysis for Metropolitan Government of Nashville and Davidson County, Deportment of Water and Sewerage, Nashville, TN; Project Manager. Managed 0 financial analysis and prospective financial impact study related to a revenue bond debt refunding for the Deportment. Managed wholesale wastewater, wastewater surcharge studies for the Department. . Water and Sewer Rote Study, City of Whitehouse, Texas; - Developed revenue requirements in order to complete Water and Sewer Rote Study. Also designed proposed rate structures. . Utility Rote Study, Allen, TX; Project Manager. Performed cost of service water and wastewater rate study. Examined revenue requirements and designed rates. . Utility Rote Study; Lewisville, TX; Project Manager. Performed water and wastewater rote study, Examined revenue requirements and designed rates. . Utility Rote Study; Fort Worth, TX; Project Manager. As a member of 0 team prepared water and wholesale wastewater rate studies. . Acton MUD Water Rote Study; Granhury, TX; Project Manager. Developed cost of service rote study and designed water rotes. fit ~ 11 . . II I) '-I :I :I ::PJ JJ 3J J) 3 3 3 JJ ~ 3 :tJ ~ 3 31 JI :I 3 3 31 3 ~ :I ALLEN MULLINS, CPA Page 3 . Impact Fee Development; Project Manager. Developed impact fees and system development charges for Maui Board of Water Supply, HI; lewisville, IX; Garland, TX; Grand Prairie, IX; Wood County, OH; and the Gulf Coast Water Authority (Texas City), TX. . North American Development Bank (NADB), San Antonio, TX; Project Manager for Rates. Managed the development of water and sewer rates for Roma, Texas as a part of the funding requirements for the NADB. . Brazos River Authority, TX; Indirect Cost Analysis; Project Manager. Revised the indirect cost methodology for the Authority to apply general and administrative costs to specific projects and services provided to customers. . Brazos River Authority, TX; Financial Modeling; Project Manager. Developed integrated financial models for budget, indirect cost, and system rates. . Brazos River Authority, TX; Financial Analysis. Project Manager. Provided rate litigation support services, including cost of service analysis for water and hydroelectric utilities. . County of Maui Board of Water Supply, Wailuku, Hawaii; Project Manager. Managed the development of System Development Charges for the Board including penormance of 0 water cost of service study, impact fee study, financial planning and development of a financial model. . Chacon Creek Flood Mitigation Study/Financial Plan, City of laredo, Texas; Project Manager for Financial portion of Engineering project. Assisted the City of Laredo in identi~ing funding sources. Developed software tool enabling the City to perform queries and locate the most viable sources. . City of Dallas NPDES MSF Storm Water Reapplication, Dallas, Texas. Project Manager. Reviewed the current pricing structure and suggested revisions needed to accommodate changing conditions since rates were implemented. Additionally, reviewed storm water costs for the previous five years and revenue needs for the next five years. . Irving Stormwater Utility, Irving, TX; Senior Manager. Developed 0 rate model far recovering the cost of NPDES storm water permit and general storm water management costs and applied that cost of service to parcel data from the Dallos County Appraisal District to establish the basic rate structure customer classes. This project was established in accordance with Section 402 of the Texas local Government Code. Consideration was given to billing system limitations and implementation issues. . Piano Storm Water Utility Study, Piano, TX; Project Manager. Development of residential and commercial storm water fees for implementation of the City's storm water utility, including billing system support and verification of impervious cover for various commercial customer classes, This project was established in accordance with Section 402 of the Texas local Government Code. g, PJ R CI CI II a k1 t1 a CI at 13 :I t:I 01 3 31 :I ~ CI a 3 CI CI a a 1:1 tI r3 CI rI ALLEN MULLINS, CPA Page 4 Operations Management p~oject experience includes: . SAWS Evaluation and Assessment of Water 8. Wastewater Operations, Son Antonio, TX; Management Consultant. Providing 0 comprehensive evaluation and assessment of water and wastewater operations for the San Antonio Water System (SAWS) as port of their Continuous Improvement Program. Working directly for the Boord of Directors, scope includes the analysis of general and administrative activities and related costs, benchmarking and on analysis and recommendations on organization and staffing. . Dallas (DWU) Management Audit and Customer Information System Analysis; Dallas, TX; Management Consultant. Served as a management consultant for a management audit of the City's water and sewer operation and for the evaluation and selection of a new Customer Information System for the utility billing functions. . San Antonio Water System (SAWS) Storm Water Management Plan; San Antonio, TX; Senior Management Consultant. . The project included development of on interim rate structure, 0 final tiered rate structure and on implementation plan for a new storm water utility to provide revenues as a part of the City1s Storm Water Management Plan, needed to meet the requirements of the EPA storm water regulations. Developed a customer-billing database for storm water utilizing land data information was developed from the Bexor Appraisal District (BAD) for its 250,000 + customers. . Metropolitan Water District of Southern California MWO, Los Angeles, CA; Project Manager. Managed a diagnostic review of the rate development, financial planning, and financial policies of the Metropolitan Water District of Southern California, . County of Maui Boord of Water Supply, Wailuku, Hawaii; Project Manager. Managed 0 diagnostic review of the County of Maui, Boord of Water Supply including management, finance, accounting, customer billing, engineering and field operations functions. . Suez Cities, Egypt - Wastewater (U.s.A.l.D/Suez Conal Authority/Ministry of Housing), Coiro, Egypt; Management Consultant. Provided assistance to management in a multi-year effort to build the institutional framework for reorganizing the municipal utilities along the Suez Conal, Egypt. . Dallas (DWU) Storm Water Utility Development; Dallas, TX; Project Manager. Managed financial functions and the organizational development of storm water utility. The project included rate and customer class development. . Dallas Water Utilities (DWU) Analyses Training, Dallas, TX; Project Manager. Provided training related to the pricing process including Financial Management Context, revenue requirements, cost allocation, rote design and ancillary changes, pricing water and wastewater services. . Dallas Deportment of Housing and Neighborhood Services, Dallas, TX; Project Manager. Performed 0 management audit to assess the service delivery, staffing, and organizational needs of the Department. !I 11 '.I . II a II ft U 21 3 iI ill 3 :I 3 :I ~ t:I 1'-1 PI 1'1 PJ II g II a D . . D . ALLEN MULLINS, CPA Page 5 . Son Jose Water Company, Son Jose, CA; Project Manager. Managed development of the requirements definition for Son Jose Water Company and participated in similar projects for water and wastewater utilities customer information systems for severol major cities. Information Technology project experience includes: . Son Antonio Water System (SAWS) Strategic IT Plan, Son Antonio, Texas; Project Manager. Corter & Burgess project team members managed the development of 0 strategic IT plan identi~ing the vision and recommendations for technology for the future. Entails evaluation of the current systems in information management, technology and automation. A specific outsourcing study is also being performed. . Son Antonio Water System (SAWS) CIS Assessment; Son Antonio, TX; Management Consultant. Performed on evaluation of the SAWS customer information system (CIS) development project being performed by another consulting firm. This included evaluating the progress of the system's development in relation to the plan for the development process being used and management of the project. The evaluation concluded that 0 non-standard development process was being used, and that the work was not properly monitored. Also, the other consultant's project manager was not using 0 detailed work plan to monitor either the client tasks or the consultant tasks to perform the project. The evaluation project team concluded that the, custom system development project could not succeed and that the work done to dote would not be useful and should be abandoned. . Fixed Asset Study for the Miami-Dade Water and Sewer Deportment, Miami, Fl; Financial Analysis. Performed 0 study of the Deportment's fixed asset accounting needs and made recommendations for system requirements related to the retirement units and levels of service component detail needed to manage the Deportment's fixed assets. . Accounting System Evaluation and Selection, Monroe, lA; Project Manager. Managed accounting system softwore requirements definition and package selection for the City of Monroe, Louisiana. Also, managed on evaluation of and developed solutions including software requirements definition for 0 storm water pump station monitoring system for the City. . Storm water Monitoring System; Monroe, lA; Project Manager. Managed on evaluation of and developed solutions including software requirements definition for 0 storm water pump station monitoring system for Monroe, louisiana. . Michigan Deportment of Transportation. The project included the analysis and reengineering of budgeting, payroll, financial planning, accounts payable, financial reporting, and accounting information systems. . Michigan Accounting and Information Network Project, Lansing, MI. Participated in the implementation of 0 state-wide financial accounting and purchasing system for the State of Michigan. Served on agency advocate team assisting three state agencies with their departmental implementation: Deportment of Transportation, Commerce Deportment, and State Police. ~ ":I JJ . . II . B :I ~ 3 3 3 Q1 CJI 1).1 ~1 m ~ ~ ~ 11 II II g II a a . I D . ALLEN MULLINS, CPA Page 6 . San Jose Water Company Information System Development, San Jose, CA; Project Manager. Managed development of requirements definition for Son Jose Water Company and participated in similar projects for water and wastewater utilities customer information systems for severol major cities. . Mississippi DOT Accounting System Implementation, Management Consultant. Participated in the system testing phase of the accounting system implementation for the Mississippi Department of Transportation. Test focus was on the procurement and budgeting modules, . Miami-Dade Water and Sewer Department, Miami, FL; Manager. Managed business process redesign project for various customer service functions. The redesigned business processes were used as the basis for the customer information system requirements definition for the selection and acquisition of a new customer information system. II . . . . . . ~ A a II . IJ IJ 1'-1 PJ p] IJ 11 m PI .1 PJ m g g t1 a t1 ~ lJ ~ LIN LINDSEY Inspector Carter & Burgess, Inc. Education A.5., Farm & Ranch Management Cooke County College Professional Registration National Institute of Certified Eng. Technicians 2000, VA Professional Experience Mr. Lindsey has over 35 years af extensive experience in construction inspection and quality control for 0 wide range of projects including water and wastewater, utilities, roadways, airports, flood control and large mixed-use land developments, His experience includes project field inspection supervision, contract administration and project coordination. He has also been responsible for construction testing and monthly estimate verification. Relevant Project Experience . Cedar Crest Water Pump Station, Dallas, TX; Construction Observer. Inspection of a booster pump station with ultimate pumping capacity of 130 MGD, serving two different pressure planes, and yord piping ranging up to 96 inches in diameter. . Circle T Ranch Ground Storage Tank/Pump Station and Waterline, Westlake, TX; Senior Construction Inspector. Provided inspection ond construction administration for 10 miles of 16- and 20-inch water pipeline, pump station, and ground storage tank. . Lake Fork Pump Station, Dallas, TX; Senior Construction Inspector. Providing oversight and supervision of inspection teams for Segment 1, 0 1 O-mile section of 108-inch RCCP water transmission line. . Lake Palestine Pipeline ROW, Dallas, TX; Project Coordinator. Coordinated the obtaining of rights-of entry for 42 miles of 8411 water pipeline. . Los Colinas Construction Management Services, Los Colinas, TX; Construction Observer. Provided inspection services for construction of utilities including water, sewer, storm sewer, private utilities, grading, drainage and paving for 1.5 miles of Las Colinas Boulevard and Colwell Boulevard. LlN LINDSEY Page 2 I · Vista Ridge Development, lewisville, TX; Construction Observer. Provided construction management including contractor oversight, payment requests, contractor meetings, agency coordination with TxDOT, city and others, and inspection of infrastructure for 0 2,OOO-acre mixed-use development, including 25 miles of water lines, 35 miles of sewer lines, dry utilities, roadways and bridges, and approximately 2 miles of levees and flood control channel. · Vista Ridge Water 8. Sewer Master Plan 8. Design, lewisville, TX; Construction Observer. Inspection of a 20-MGD sewage lift station with 3S-foot deep wet/dry pit, 2.5 miles of force main and 8 miles of 18" to 36" gravity sewer, and an 8S0-cis storm water pump station and intake structure. · Weatherford Water Purificotion Plant Improvements, Weatherford, TX; Senior Construction Inspector. Provided oversight of construction inspection and administration for expanding and renovating the treatment works, lagoons, and force main. · Euless Water Treatment Plant, Euless, TX; Construction Observer. Inspection of 011 plant facilities including yard piping. · Mabelvale Booster Pump Station, little Rock, AR; Senior Inspector. Inspected construction of water storage reservoir and pump station for city of little Rock, Coordinated with City stoff. · Mabelvale Water System, England, AR; Senior Inspector. Inspected water system, including laying of 6" and 8" water lines and construction of 60,000 gallon storage tank. Responsible for oversight of 011 traffic control. · Park Ridge Boulevard and Utilities, Irving, TX; Senior Inspector. Provided inspection and contractor oversight for construction of utilities including water, sewer, storm sewer, and private utilities grading, drainage and paving for 1.S miles of new 4-lane divided thoroughfare. Responsible for oversight of 011 traffic control. Coordinated with city stoff. · Richland Chamber~Fort Worth Transmission line, Navarro County, TX; Inspector. Inspected 0 10-mile section of 96" RCCP water transmission line being constructed to convey row water to the City of Fort Worth. · The Ballpark in Arlington, Arlington, TX; Construction Observer. Installation of site drainage, water and sewer facilities. " TOM BEAN, PE Leak Detection Severn Trent Pipeline Services Education B.S. Civil Engineering, Valparaiso University, 1969 Professional Registration Registered Professional Engineer - TX, IN Professional Experience Mr. Bean joined Severn Trent Pipeline Services (STPS) in 1969 and has hands-on field and management experience in water distribution systems, district measurements, hydraulic field testing, hydraulic modeling studies, water quality analysis, and master planning projects. Mr. Bean is responsible for field data acquisition, overall data analysis, report preparation, budget control, and overall data and report quality for 011 projects being performed by STPS in the Southern District. Relevant Project Experience . City of Charleston, South Carolina Water Master Plan. Mr. Bean developed and calibrated model of system, and recommended a capital improvements program to meet projected growth. . City of Saginaw, Michigan Water System Model Master Plan. Mr. Bean analyzed and developed water consumption figures based upon population density and developed and calibrated the water model. Recommendations for current and future water system improvements were incorporated into the city's water system capitol improvements plan. . City of Augusto, Georgia Water Distribution System Model. Mr. Bean was responsible for constructing a model of the water distribution system. The model was used to make recommendations to eliminate large pressure variations in Centro I Business District by determining the correct downstream settings of all pressure reducing valves. The calibrated model was also used to conduct studies on the movement of pressure zone boundaries and to size and place additional storage. . Shemya Air Force Bose, Shemya, Alaska Water Distribution System Analysis. Mr. Bean participated as team member in conducting pump efficiency tests, lass of head tests, ond consumption measurements. . Edmond, Oklahoma Water Distribution Moster Plan. Mr. Bean constructed and calibrated 0 model of the water distribution system. The model was used to make recommendations for the location of additional sources of supply to the system. The model was also used to size reinforcements for future growth in the system. . Broken Bow, Oklahoma Computer Model. Mr. Bean constructed and calibrated 0 model of the water distribution system. The model was used to conduct 0 surge analysis of the entire system by others. TOM BEAN, PE Page 2 . Oklahoma City, Oklahoma Water Distribution Moster Plan. Mr. Bean constructed and calibrated 0 model of the water distribution system. Recommendations for current and future water system improvements were incorporated into the city's water system capitol improvements plan. . Guthrie, Oklahoma Water Distribution Moster Plan. Mr. Bean constructed and calibrated 0 model of the water distribution system. Recommendations for current and future water system improvements were incorporated into the city's water system capitol improvements plan. The model was also used to realign 0 pressure boundary on the west side of the distribution system including 0 new booster pump station.