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03-G-4 Accept W/S Rate StudyDRAFT F:kAttorney\LisahResolutions\CURRENT\Water&Sewer Rate Res.wpd April 11, 2003 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PARIS, PARIS, TEXAS, ACCEPTING THE FINDINGS OF A WATER AND SEWER RATE STUDY PERFORMED BY REED, STOWE & YANKE, INC.; AUTHORIZING THE IMPLEMENTATION OF SAID RATES FOR CONTRACTED WATER CUSTOMERS; MAKING OTHER FINDINGS AND PROVISIONS RELATED TO THE SUBJECT; AND DECLARING AN EFFECTIVE DATE. WHEREAS, the City of Paris contracted for a comprehensive water and sewer rate study to be performed by Reed, Stowe & Yanke, Inc., professional consultants; and, WHEREAS, on the 17th day of March, 2003, the City Council of the City of Paris received said water and sewer rate study prepared by Reed, Stowe & Yanke; and, WHEREAS, the substance of said study indicated the residential and commercial rates for water and sewer service established by ordinance by the City of Paris needed to be raised an appropriate amount to offset increased costs of operation of the water and sewer systems; and, WHEREAS, the aforesaid water and sewer rate study also indicated the amounts paid by contracted water customers of the City of Paris needed to be adjusted to new rates in accordance with the terms and provisions of said contracts; and, WHEREAS, the City Council desires to accept said water and sewer rate study prepared by Reed, Stowe & Yanke and to authorize the implementation of the water rate adjustments recommended therein for contracted water customers of the City of Paris; 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 water and sewer rate study performed by Reed, Stowe & Yanke, professional consultants, as the same was presented to the City Council of the City of Paris on March 17, 2003, a copy of which is attached hereto as Exhibit A and for all purposes incorporated herein, shall be and is hereby accepted. Section 3. That the Director of Finance of the City of Paris shall be, and is hereby, authorized to implement those rate adjustments recommended by said Water and Sewer Rate Study for the cost of water provided by the City of Paris to its contracted customers, such rate adjustments to be implemented in accordance with said contracts, for Campbell Soup, Tenaska III, Lamar County Water Supply District, Lamar Power Partners, and Marvin, Jennings, Clardy Water Supply Corporation. Section 4. That, as a result of said recommended rate adjustments, the volumetric rate for Campbell Soup shall be and is hereafter adjusted to $0.74 per hundred cubic feet of water; the volumetric rate for Tenaska II! shall be and is hereafter adjusted to $0.72 per hundred cubic feet of water; the volumetric rate for Lamar County Water Supply District for water taken at the intake point at the treatment plant, shall be and is hereafter adjusted $0.56 per hundred cubic feet of water; the volumetric rate for Lamar County Water Supply District for water taken from the distribution system shall be and is hereafter adjusted to $1.64 per hundred cubic feet of water; the volumetric rate for raw water taken by Lamar Power Partners shall be and is hereafter adjusted to $0.22803 per thousand gallons of water; and the volumetric rate for Marvin, Jennings, Clardy Water Supply Corporation, adjusted for CPI inflation, shall be and is hereafter continued at the rate of $2.32 per thousand gallons of water. Section 5. That this resolution shall be effective from and after its date of passage. PASSED AND APPROVED this 14th day of April, 2003. Michael J. Pfiester, Mayor ATTEST: Mattie Cunningham, City Clerk APPROVED AS TO FORM: Larry W. Schenk, City Attorney II February 22, 2002 I II Mr. Shawn Napier, P~ Ci~ Engineer CJ~ of Paris J The Ci~ of Pa~is Engineering j 150 SE 1st Paris, Texas 75460 I j RE: Req~st for Proposal to perform a Comprehensive Water Distribution System Audit I Dear Mr. Napier: I We are pleased to present this Jailer of interest for the Comprehensive Water Distribution System Audit project. Carter & Burgess o~e~s a team of highly qualified individuals with the experience to manage and perform the services requi~ed for this project. The Carte~ & Burgess Team has diredJy-related p~ojed experience in all aspeds of the work required for this project by having completed similar projects, some of which are detaiied in the affached proposal. The team members will be dedicated to the Ci~ of Paris for the duration of this p¢oject. As you ~eview our proposal, we will present the benefits in choosing the Carter & Burgess Team for this impottant pro,eot. Some of these benefits include: · The proposed Project Manager, Dr. Al Petrasek, Pt~ has worked on many flow metering projects in his 35 years of practice, providing the City with a 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. · Carter & Burgess is located ia close proximity to Paris and can be on site in approximately Mo 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. Sincerely, Carter ~& Burgess, Inc...~ Albert C. Petrasek, Jr, PhD, PI~ Vice President Project Manager ACP/dml/02[511 i Proposal I Comprehensive Water Distribution System Audit Contents Section 1 Benefits ................................................................. 2 Section 2 Firm Overview ....................................................... 3 Section 3 Relev~.nt Project Experience .................................. 6 Section 4 Project Team ......................................................... 13- Section 5 Project Understanding E~ Project Approach .......... 1 5 Section 6 References ............................................................ 21 Appendix Resumes of Key Personnel Carter Burgess Proposal Comprehensive Water Distribution System Audit Section 1 Benefits Carter & Burgess, Inc. appreciatesthe opportunityto present '~ The proposed Project Manager, Dr. Al Petrosek, PE our proposal to the City of Paris to provide consultantservices has worked on many flow metering projects in his 35 fora ComprehensiveWaterDistribution SystemAuditofthe years of practice, providing the City with a truly City. We feel that we have assembled a team of well- experienced ProjectManager. qualified engineers, financial expe~, and inspectors I'o insure the City of Paris receives services that will meettheir needs. ~' The Carter & Burgess Team understands the needs of the City of Paris and the requirements of this particular AsCarter&Burgessisconsideredferthisaudit, wefeelthat project. This understanding is critical in the there are benefits that we can provide the City of Paris that development of the final projed scope, since that is the make us the firm to choose. Some of these benefits are listed below: best way to assure that the City receives the services needed for this projed. ~' Corter & Burgess has more resources to offer the City ~ TheCorter&BurgessTeamhasexperiencedpersonnel ofParis. Ourfirmhasoverl,8OOemployeesinTexas in leak detection assigned to this project. This and over 1,O00 in the Metroplex. We ore the largest experience will be important in developing the final engineering firm in Texas and the D/FW Metroplex. set ofsolutions required for this project. This strong base of engineering and management talent provides your City with resources it deserves. ~ Larry Shaw, CPA who is leading the management '~' Carter & Burgess is a true multidisciplinory firm consulting portion of this project, has manyyears of experience in water utility billing, metering, customer offering a broad range of services. We can support service, and management. This is a vital component the City of Paris in a number of program areas os indicated below: of the project, and the Carter & Burgess Team provides the best financial/management consulting resources · Water Resources Engineering available to the City. Civil Engineering Mechanical Engineering '~' The Carter & Burgess Team has in-depth experience in Eledrical Engineering water distribution system work- we know how to Structural Engineering perform this project. Transportation Engineering '~' Lin Lindsey will direct the field work for this project. Finance and Accounting Management Mr. Lindsey is experienced in ali ospeds of water utility Architecture construction and field walk activities. He is a valuable Landscape Architecture resource for the City of Paris. * Tom Beam, PE has been performing leak detection '~' We are located in close proximityto Paris and can be on site in approximately I~/o hours, work for decades, and his participation in the project assures the City of Paris that the leak detection activities will be performed efficiently and accurately. Carter Burgess z Proposal Comprehensive Water Distribution System Audit Sect/on 2 Firm Overview Carter [:1- Burgess From the beginning, cooperation among mixed design Carter & Burgess, Inc. was founded in 1939 in Fort Worth, disciplines set the stage for what has become an often- Texas as a unique partnership behNeea childhood friends, imitated woyofdoing business- offering complete services Onewasaciviiengineer. Theotherwasalandscapearchitect. from one company. Whileothersmaytryandpulltogether Today, Carter & Burgess, Inc. is a full-service, multi- apartnershipforthedurationofaprojed, Carter & Burgess disciplined consulting firm offering planning, engineering, con seamlessiyintegrate each and everyin-house discipline architedure, surveying, construdion management and related as necessoqL This depth often enables usto assist you without services with over 2,500 employees in 36 offices across the the need for additional consultants. nation. The firm has maintained an office in Dallas since ]960. Local personnel resources in our Dallas and Fort Industry Recognition Worth offices include more than 1,115 professional, DesignprofessionalsatCarter&Burgessmaintainthetolent rechnical, and support staff members, and ingenuity necessary to control project cosl~ 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. J Engineering News Record magazine ~r 30rh in a list of top 500 U.S. design firms (April 2001) · ' 14'" in a list of top 20 Water Transmission Lines firms (April 2001) · ~' l0th in a list of top 25 Sanitary/Storm Sewers firms (April 2001) · ~' l0:h 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 industriar project markets (July 2001) C~~ Consulting-Specifying Engineer magazine '~' 10th in a list oftop 100 firms engaged in mechanical andelectrical design (August 2000) Carter Burgess 3 ?rope.sol Comprehensive Water Distribution System Audit Services Offered Utility Management Consulting Carter & Burgess' staff provides comprehensive planning, Carter & Burgess' Management Consulting Services are design, construction management, and management mu[tidisciplinary, integratingalldisciplinesofmanagement consulting services for a wide range of projects critical to including' finance, information systems, administration, municipalities. In addition, our firm utilizes state-of-the- engineering, and operations and maintenance. Our staff art computer capabilities to support these planning and offers strong technical competence by combining industry design efforts. Discussionsofthespecificareasofprofessionol experiencefrompublicworks, ufllih/andfinancedeportments serviceswhichmightbeofinteresttoyouoreprovidedbelow, with senior consultants from "Big 5" accounting and consulting firms. Our approach is to add value to your Water System overalloperations. ManagementconsuJtingse~vicesoffered Carter & Burgess has successfully completed a wide range of by Carter & Burgess include the following: planning and design projects in water infrastructure. Our design professionals have a proven track record on both Opera'cions Management small and large multidiscipline projects including water * Diagnostic Reviews/ManagementAudits supply, treatment, storage and distribution. Specificservices '~' Organizational and Staffing offered bythe Carter & Burgesswaterdesign group include * Process Re-Engineering the following: * Benchmarking · Performance Measurements Planning and Studies '~' Merger/RegionaJizatJon · Water Supply and Utilization Studies '~' Outsourcing · WaterQualilyAssessments * Continuouslmprovement · WaterMasterPlanning * Training · FacilityPlanningandDesignReports · PiJot-scaleTesting and Evaluation Financial Management · ConductingTracerStudies * Financial Planning andAnalysis · Permiltingand RegulatoryApprovots '~' EinanciaJModeJing '~' PipeJineAlignmentStudies * PricingofServices/RateStudies · Environmental lmpadAnely~es * CostMeasurements · Capital Recovery Fees Water System Design Services ~ Conservation Programs ~ Steady-stateComputerModeling * GASB34Compliance · SurgeModetingandContmJ '~' CorrosionAssessmentandControJ Information Technology · Elevated and Ground Storege Tank Design * System Planning and Procurement '~' Pump Station Design * WeJ]-BasedApplications · WaterTreatmentPlantDesign '~' Systemslntegration · WaterTransmissionMain Design · ' Water System Controls and Telemetry · Preparation of 0 & M Manuals · Facility Start-Up and Training Carter Burgess 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 direded 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 industq/since 1896. Pitometer Water Services, S'i-PS employs a broadly trained staff of professionals with demonstrated experience in their specialized f~elds. Over the firm's long history, Pitometer Water Services, STPS's staff have developed numerous improvements in the methods used to coiled and analyze system data. With o~ces located strategically across the United States, their project managers are experienced, dedicated individuals who have 'come upthrough the anks" as fJeld 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 bythe fact that Pitometer Water Services, STPS has performed more than 500 projects in 32 countries. Our reputation for qualitywork is supported by the high degree of repeat clients that they have h ad over the years. Pitometer Water Services, SI'PS has built a reputation on providing quality pipeline services to local commu nities 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 e result, STPS has become the industry leader in local water distribution solutions. Carter Burgess 5 Proposal Comprehensive Water Distribution System Audit Section 3 Relevant Project Experience The Carter & Burgess staff have b~en responsible for the and qualih/issue~ resulting from mixing well water and planning, design, and management of a wide varieh/of surface water. A glS system was linked to the hydraulic projects. These projects have been performed across not modeling so,are Cybernet, i'o assist visualizing paltems only Texas, but around the nation. Representative projects and trends in water use and comparethe outcome ofseveraJ are provided below, design scenarios. Our OIS staff developed digitized data of Water lines and complete alCributing for all features. Weatherford Water Purification Plant The project was performed in iwo parts. Part One involved Treated Water Flow generalized computer modeling of the Hu~st Water Metering Evaluation Distribution System in order to analyze the system's Weatherford, Texas operational effidency and determine the most coskeffective The Cih/ofWeathenCord water departmentemployees noticed system enhancements. This phase included data collection the City had an unacceptably high percentage of unaccounted from water system maps, topographic maps, land use maps, foe treated water. The Cily hired Carter & Burgess, Inc. to previous water distribution system master plans, water-use investigate the possible causes for this unaccounted for water, studies, population figures and as-built construction plans. The Ci~/had more than 15 percent of its water supply Next, water usages were analyzed; andamodelwascreated unaccounted for. Norma} loss is around 10 percent, while a for evaluating the system. A future system model was 5 percent loss is considered good. The city's water plant developed to reflect projected system changes in produces 8 million gallons of water per day. Carter & configuration, operationsandwaterdemand. Ourengineers Burgess engineers decided the water may noi' be leaving the then salaried various operational scenarios for analysis by computer modeling and then prepared a report which system, but that ii' was not accounted for in the process. Engineers calibrated the water meters and looked at the outlined the results of the anal~is. Designated PublicWorks accounting system, staff were trained on the details of the water system modeling on an ongoing basis throughout the development of i'he Hurst Water study. [raining for basic manipulation of the data in the Distribution System system was also provided. Master Plan PartTwo ofthe project required Cartef& Burgess i'o address Hurst, Texas the City's ability to meet current and p~oposed state and Carter & Burgess, Inc. prepared a Water Distribution System federal water qualih/regulations, and conduct a park Maste~PlanfortheCih/ofHurstwhichincludedcomputerized irrigation study. RegulatoryissuesevaluatedincludedLead ~ modeling of the Cih/'s water system, a written repo~'t, and Copper Rule, Sun~aceWaterTreatmentRuJe, Information I software acquisition and training fo~ Hurst Public Works Collection Rule, Dicnfection and Disinfection By-product ~. staff. The prated was performed to evaluate existing systems Rule, and Enhanced Surface Water Treatment Rule. For the and plan for future expansion and growth of the distribution park irrigation study, alternative sources of irrigation were system. TheCityofHurstismorethan9Opercentbuilt-out investigated for three City of Hurst parks. Engineers I and does not anticipate expansion of its current boundaries, investigated treated wastewater effluent and local water "l The project focused on operational issues such as energy well supplies as potential sources of irrigation, reviewed the efficiency, redudion of peaking charges fo~ purchased water potential availabilih/of such sources, and prepared a report 31 Carter Burgess 6 I Proposal I Comprehensive Water Distribution System Audit of the costs, potential regulatory ramifications, and a cost/ This project required innovative design elements related to benefit anaiy~isfor each ofthethree City parks, the site plan development architectural treatments and landscaping in order to allow this high-capacity pump Rowlett Water.. System station, located on only 1.5 acres, to blend into the adjacent Improvements/ residential neighborhood which consisted of a church, Elevated Tank residences and a golf course. The construction administration Rowlett, Texas ofthis project included balancing the construction activities Carter&Burgesscompletedanumberofprojectsaspartof while minimizing the disruption to the surrounding a major improvement of the Rowlett water system. The community. Project activities also included surface and facilities included a new 1-MC elevated tank, 8 miles of subsurface investigations, analysis ofdesign alternatives, 12- to 24-inch water lines, telemetry system improvements pump station hydraulic design, surge analysis, structural and renovation of an existing 0.75-MC elevated tank. The design requirements based on specific site and soil conditions, Rowlett Road Pump Station included design of a 2-MC pumpstationconflgurations, securitysystemsdesign, resident ground storage tank, 24-inch water main, yard piping, construction administration services, and electrical/ hydropneumaflctank, drainage system and connectionsto instrumentation, mechanical design, architectural design, existing facilities. The water lines are located primarily in and smoke detection and removal system design. 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 penCormed an evaluation of the existing water distribution system capacity and pressures. Cedar Crest Pumping Station Dallas, Texas Carter & Burgess designed the 130-MGD Cedar Crest Pump Stationwhichconsistsofa96-inchdiametersuctionlJne, Circle T Ranch Fidelity and 64-inch and 42-inch diameter discharge lines. The Water Master Meter ~r Cedar Crest Station serves two pressure planes in the City of Water Line Along Dallas, the South High and Trinity Heights distribution SH 1 1 4 systems. The pump station's initial pumping capacity consistedofthree8-MGDsingle-speedpumpsandtwoduaJ- Fort Worth, Texas speed pumps (30 MGD each at Iow speed and 42 MOD each HgIwood Development Corporation officials plan to supply at highspeed). Carter & Burgess also designed and provided Fidelity Investments at Circle T Ranch with water from the witness testing of two 42-inch Venturi meters and three 18- City of Fort Worth. inch VenturJ meters. A SCADA data acquisition system was Cadet & Burgess employees designed the master water meter designed in ordertoallowremotepumpstafionoperations, and water line along Texas SH Il4 that will bring the Landscaping to meet the City of Dallas Landscape Ordinance was also provided, water from the city of Fort Worth into the planned community. Carter Burgess 7 Propose/ Comprehensive Water Distribution System Audit Themostermetermeosurestheflowofwaterthroughthestudies and site J ;)-inch pipelines. The project will include about 700 feet selection for the water of line along Texas SH J J4 and about 2,300 feet of water treatment plant and line inside the development. The master, meter uses a SCADA the raw water intake/ System, which transmits signals from the master meter to pump station; the city of Fort Worth to inform water department employees alternate route studies oftheamountofwaterflowingthroughthewaterlines. The for conveyance SCADA system transmits to the central facility information facilities; selection of concerning chlorine residual, temperature, pressure and J]ow. final alignment for the row water pipeline; Lake Fork Pipeline right-of-woysurveys;preparationofcostestimatesforsystem Dallas, Texas construction, operation and maintenance; and preparation Carter & Burgess is designing 26 miles of 108-inch raw ora milestone schedule ~or implemenfingthe development water transmission line ~or Dallas Water Utilities. The line of Lake Palestine as a water supply source for the City of hasahydrauliccapacityof2i6MGDandwillrunfromtheDallas. Carter&Burgessisalsopartofateampreparing Lake Fork Pump Station on the western shore of Lake Fork final geometric alignment and easement documents for to the vicinity of the Iron Bridge Pump Station on the west right-of-way acquisition o2 over ] 80 parcels over the 85- shore of Lake Tawakoni. The scope of services includes mile proiectlength. hydraulic design, alignment selection, right-of-way document preparation and acquisition services, surge Lake tawakoni analysis and on-site construction representation. Pipelines Dallas, Texas In addition to upgrading the Iron Bridge Pump Station, Carter& Burgess wasresponsible forperforming condition assessments for the existing J 5 miles of parallel 72- and 84-inch water transmission mains from Lake Tawakoni to i~!~ =z.., ~ ~ the Tawakoni Balancing Reservoir. The staff performed evaluation of various alternatives for long-term cleaning of the pipelines. The pipeline cleaning options included Lake Palestine Water continuous chemical disinfection with liquid chlorine and Utilization and Pipeline hypochlorite, periodic shock chlorination, and mechanical Alignment Project ("pigging") cleaning methods. The importance of the Dallas, Texas pipelinecleoningcannotbeoversteted, sincearapidincrease Carter & Burgess performed detailed utilization and Jn pipeline roughness occursifchlorJnotJon is terminated. · alignment studies to develop preliminary plans for a ] 20- The increase in friction, which results in lower C-values, ~ MGD raw water intake and pump station at Lake Palestine, dramatically increases power costs for pumping. more than 85 miles of 84-inch raw water pipeline and associated appurtenances from Lake Palestine to Dallas, TheprojectaJsoinciudedextensivehydraulJcanalysisofthe and the 300-MGD Southeast Dallas Water Treatment Plant, existing pipelines, penCorming surge analysis on the lines, the pipel/ne's terminus. The assignment involved revising the design ofthesurge protection equipment, and preparation of preliminary hydraulic designs; alternate route computer modeling of the lines in coniunction with the Iron Carter Burgess 8 Proposal Comprehensive Water Distribution System Audit Bridge and Lake Fork Pump Stations. Services provided on Fort Worth Northside II thisprojedincludedhydraulicanalysisanddesign, surge Water Transmission analysisanddesign, physicalinspections, computer network JVJain Design modeling, and analysis of C-value.protection and biofilm Fort Worth, Texas control. Carter & Burgess provided surveying and engineering services for 6.5 miles of 48- and 36-inch diameter water Puerto Flico North transmission main. ThewaterJineconveyswaterfromthe Coast Superaquaduct near north side of Fort Pipeline Worth, north to new San Juan, Puerto Rico developing areas. The Carter & Burgess participated in the design of 50-mites of water tine crosses 72-inch water transmission main to deliver treated water several creeks, existing~~~_'-.~ across the island of Puerto Rico. This project included an roads and utilities. The_ alignmentstudythrough developed areas and rural areas project also included along a major divided highway. Carter&Burgesswasalso designing a 24-inch responsible for preparation of plan and profile sheets and Venturi meter station, detail sheets, which included highway crossings and yard piping and meter construction along extremeJysteep terrain, vault to meter flow being pumped from the North Beach Street Pump Station $outhside Il Water ini'otheNorthsidellPressurePlane. Construction documents Transmission B/lain were prepared in phases in order to expedite construdion Fort Worth, Texas sincerights-of-wayforsomesectionsofthenewpipeline Carter & Burgess provided surveying and engineering were more readily available. The survey for the water line services for this project, which included a total of 6 miles of included setting control from USgS monuments, alignment pipeline of 35-inch and 48-inch water transmission main. and topographicsurveys, and preparation of right-of-way Survey tasks included setting controls, alignment and and easement documents. Allfield noteswere reduced and topographic surveys, and preparation of right-of-way and plotted using Intergraph software and hardware. Design of easementdocuments. The line conveyswaterfrom the near the pipeline included a del'ailed transient analysis, access north side of Fort Worth north to new developing areas, roads, alternative route studies to determine the most cost- The water line crosses several creeks, existing roads and e['fective route, detailed design, preparation of construction existing utilities. Design of the line included a hydraulic plans and specifications, advertising and bidding services, model and alternative route studies to determine the most and construction management services. cost-effective route, detailed design, preparation of constructionplansandspeciflcations, adverfisingandbidding East Canyon servicesandconstructionmanagementservices. Theprojed B/licrofiltration Water ,,~: involved construction sequencing and phasing to Treatment Plant ' accommodatetheimprovementofa2-JanecountyroadtoSummit County, Utah :]~: a 4-lane divided thoroughlare. 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 Carter Burgess Proposal Comprehensive Water Distribution System Audit area which has a moratorium imposed by the State No. 2, and Marvin C. Nichols No. 1 tothe Dallas system. Engineer); and to provide most cost e~edive infrastructure Planning level construdion cost estimates and O&M cost for the transportation distribution and storage of this water estimates were developed for each of the six alternatives. to lands that do not have water. East Canyon Waterline is The total.system costs were in the range of S750 million, part ofthese services. Providing engineering services for and included new pump stations, a new surface water design and construction management of 72,000 feet of treatment plant, and over 100 miles of large-diameter 30-inch diameter dactile iron high pressure (in excess of transmission lines. 465 psi) waterline. Total improvements for the pump station are estimated to A Booster Station and Intake Structure were also part of the be Sl 4 million in three construction contracts. Four new project. Providing engineering services for design and 68 MOl) pumping units and 4,500 HP motors will he construction management for 6.5 mgd pump station and installed, along with discharge and header piping. The intake structure, expandable to 22 mgd, to pump water instrumentation and controls at the facility ore being more than 1,100feetverticollyfrom EastConyon Reservoir upgraded because the facility will be remotely operated to Snyderville Basin. from the East Side Water Treatment Plant after the installation of a new SCADA system. Microfiltration Water Treatment Plant. Providing engineering servicesfordesignandconstructionof22miltiongalions Iron Bridge Pump perdaywatertreatmentplant. The first phase being 6.5 Station Renovation El. million gallons per day. Upgrades Dallas, Texas Dallas Water Utilities The Iron Bridge Pump Station, originally constructed in Eastern System 1964 on Tawakoni Lake, has an existing capacity Drought approximately 220 MGD. It is a significant component in Implementation Plan the CiW of Dallas' raw water suppiysystem, possessing nearly Dallas, Texas onethirdoftheCity'srawwaterpumpingcapacity. Carter The project included the expansion of the existing 230 MGD & Burgess is providing renovations and upgradesto increase raw water pump station to a f~rm capacity of 310 MGD, and pumping capacity to 310 MGD, improve system reliability, the design and construction of the 241 MOD Lake Fork extendthelife°fthefacilitTf°ran°ther3Oyearsandprovide Pump Station and 108-inch raw water transmission main. the capabiJily of a totally remotely operated station through the use of a SCADA system. The drought conditions implementation plan developed population forecasts and per capita demandsto determine The initial phase of the project involved preparation of a totalsystemdemandsthrough2050. Thesedemandswere design report that included condition assessments and compared with demands developed by regression-upgrade recommendations for all structural, civil, extrapolation analysis in order to determine the final mechanical, electrical and architectural components ofthe demands used for planning. Costestimateswereprepared pump station. Key recommendations included re- to connect Lake Fork into the DWU system including the configuration of four existing 40-MGD pumping units, Lake Fork pump station and transmission line. installation of four new 65-MGD pumping units, replacing piping and valves, intake screens, sluice gates and all Additionally, sixlongrangewatersupplyalternafiveswere electrical, instrumentation ond controls. This phase also evaluated for connecting Lake Palestine, George Parkhouse included providing internal inspections and surge analysis Carter Burgess Proposal Comprehensive Water Distribution System Audit for 17 miles of parallet 84-inch and 72-inch raw water and external comparisons and train SAWS personnel in its transmission mains from the Iron Bridge Pump Station to use for [uture studies. The findings artbase analyses will be the interim Balancing Reservoir. used to identify opportunities for improvements at SAWS. Carter & Burgess utilized our custom program to perform 2-.~:~,. ;~.~=,: ~!~ analysis of staffing and organization activities to assist in ~. ~ comparing staffing levels at peer utility agencies. During the ~ benchmarkingtask, Carter & Burgess definedthe staffing and organization data needed from the peer utilities. Using the data from peer utilities and our knowledge and experience of the water industry, we compared and evaluated the staffing levels and organization structure of SAWS needed to perform its core business and to achieve its strategic plan initiatives. SAWS Information The second phase of the project involves design and final Technology Strategic plan preparation for all recommended improvements with Plan anestimatedconstructioncostof$14.7million. Carter& San Antonio, Texas Burgess will also provide construction phase services that Carter & Burgess is preparing a strategic information will include witness testing of venturi meters and pumping technology plan identifying the vision and recommendations units. Also included are final plan review and modifications for technology for the future. The plan entails evaluation of tothe Lake Fork Pipeline Project, consisting of approximately the current systems in information management, technology 22 miles of 84-inch water transmission main. and automation. A specific outsourcing study is also being performed. Currently, SAWS Js operating multiple operating SAWS Evaluation and system platforms including mainframe, Unix and Novell Assessment of network servers. In addition to these platforms, most Operations information management applications are not integrated, $8n Antonio, Texas norJsoperationaJ data readily accessible fromthe existing Carter & Burgess provided a comprehensive evaluation and supervisory control and data acquisition (SCADA) system. assessment of water and wasteweter operations for the San ~ such, the information technologystrategic plan will identify Antonio Water System (SAWS) as part of their Continuous platforms and applications which will fit business functions Improvement Program. Working directly for the Board of and meet the future user needs. Directors, our scope included the analysis of general and administrative actJvities and related costs, benchmarking Retail ~' Wholesale and an analysis and recommendations on organization Water Rate and staffing. The analysis of general and administrative Development activities was accomplished primarily through a Little Rock and North Little benchmarkingeffortofpeerutilities. 0urapproachresuJted Rock, Arkansas in both an internal performance gap analysis (i.e. The Cities of Little Rock and North LiHle Rock are in the management expedations ~. actuat results) and an external process of merging their water utility operations. Carter & performance gap analysis with the peer utilities. Carter & Burgess is performing a cost of service water rate study Burgess utilized a custom program toassistwith lhe internal including evaluation of the need for impact fees and an Carter Burgess Proposal updating of its andltar¥ fees and charges. This includes establishing financial and service policies for the merged utility. An evoluetion of each city's distribution system is also being performed with the resLflts 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 Retail Water Rate Study Dallas, Texas Cad'er & Burgess is preparing a rate study for retail water service. This includes revenue requirements and allocation of cost to all customer classes. In addition, this project includes a depreciation analysis of infrastructure assets to review the useful lives of all of the department's assets for water and sewer. Carter & Burgess is also developing cost of service and design of water supply standby charges. City of Longview Meter Accuracy Tests Longview, Texas Severn Trent Pipeline Services conducted a study of six meters. Velocih/profiles were taken and measured at each location. The flow was measured at three di~erent 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 taken and measured at each location. The flow was measured atthree different flow rates to determine performance flow ofeach meter. Twenly- four hour flow measurements were also made at each location. Carter Burgess Proposal Comprehensive Water Distribution System Audit Sect/on 4 Project Team Caner & Burgess has assembled a te~'m of highlyexperienced We are pleased to'present Dr. Albert Petrasek, Jr, pi: as professionals for this project. Their roles and reporting the Project Manager for the City of Paris' Comprehensive responsibilities are shown in the organization chart below. Water Distribution System Audit. Dr. Petrasek has over 30 The Carter & Burgess Team is organized around a Project years ofexperience in the planning, design, and operation Managerwhowdlhavedirectresponsibilityfortheday-to- of civil and environmental engineering projects. These day odivities of the Project Team and ensure that all resources projects include water treatment and distribution, water and are allocated to the team as required to meet the project wastewater master planning, wastewater collection and demands. Hewill alsobethemain pointofcontactforthe treatment, water reuse, process design, municipal solid City of Paris throughout the entire project. The Project waste, hazardous waste, Superfund activities, air pollution Manager will be supported by senior professionals with control, wetlands and general environmental services. He extensive expertise and experience in their respective area has held positions with government agencies and consulting and will report diredly to the Projed Manager.firms and served on the graduate faculty at universities in Texas and elsewhere. An organizational chart depicting the Carter & Burgess 1'earn is shown below. Brief qualifications of our team members Ran Hayes, Pi: will be responsible for Engineering are provided on the following pages, and full resumes of Services required for this project. Mr. Hayes has over 20 these and additional personnel are included in the Appendix years of experience in civil engineering consulting with of this submiltal. 1 - Carter & Burgess, Inc. 2- Severn Trent Pipeline Services Carter Burgess I Proposal I Comprehensive Water Distribution System Audit responsibility for planning and management of civil and Tom Bean, PE will provide Leak Detection Services for environmental engineering projeds. Mr. Hayes has extensive this project. Mr. Bean joined Severn Trent Pipeline Services experience in the preparation of plans, specifications and (STPS) in 1969 and has hands-on field and management estimates for water, wastewater, drainage and paving experience in water distribution systems, district projects, measurements, hydraulic field testing, hydraulic modeling studies, water quality analysis, and master planning projeds. Larry Shaw, CPA will be responsible for Financial Services Mr. Bean is responsible %r field data acquisition, overall for this project. Mr. Shaw has more than 30 years of data analysis, report preparat'on, budget conlTol, and overall experience specializing in managementconsulting related data and report qualityfor all projects being performed by to public infrastructure including water, wastewater, solid STPS in the Southern District. waste and storm water. He specializes in financial planning and analysis, financial modeliog, asset management, information systems technology, operations management, organizational analysis, performance measurement and benchmarking. Mr. Shaw has performed mare than 100 related financial analyses of utilities including rote studies, financial modeling, and review of impact and special fees. Mr. Shaw formerly directed KPMg Pear Marwick LLP's consulting services to govern meat owned utilities fTom 1980 through 1995. Before joining KPMG in 1980, Mr. Shaw was employed at a major metropolitan water and wasrewater utility os a Special Projects Manager and as the Assistant Director of Business where he supervised all accounting, finance, rote, 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, informa~on systems and operations management. He has been an active participant in AWWA activities since 1975. Lin Lindsey wilt be responsible for Field Work for this project. Mr. Lindsey has over 35 years of extensive experience in construction inspection and quali~ control for a wide range of projects including water and wastewater, utilities, roadways, airports, ttood control and large mixed- use land developments. His experience includes projed field inspection supervision, contract administration and project coordination. He has also been responsible for construction testing and monthly estimate verification. Carter Burgess Proposal Comprehensive Water Distribution System Audit Sect/on 5 Project Understanding Approach P r o.ie ct the major objective of this project is to identi~ the sources of the unbilled water. In order to incorporate the results of this U ndersta nd i n g project into the on-going rate study, the time frame for completing this project is two to three months. Background TheCityofParis, TexosislocatedinnortheastTexasin Lamar The City's distribution system is shown as a simplified County, as indicated in Figure 1. The city is in the schematicdiagram in Figure 3. The system currently has geographical center of the county and is approximately 16 9,900 hilled accounts, and provides water to 174 meters milessouthoftheRedRiver. Porisis9OmiJessouthwestof thatare~o-inchesorlarger. Additionally, theLamarCounty Texarkana, and ] 05 miles northeast of Dallas.Water Supply Corporation is a relatively large customer of the City of Paris. The residential/commercial customers The population of Paris is 25,898 based on the 2000 averagedoilyconsumpi'ionwas2.6milliongallonsduring Census data. The historical population data for Paris and the previous year. For a cilywith a population of 25,898, Lamar County are presented in Figure 2. Lamar County this is equal to a per capita consumption of 100 gpcd, experienced rapid growth through 1920, and then whichisveryreasonabJe. experienced declining population until ] 960, at which time a steady population increase began again. LlnbiJled, or unaccounted for, water can be the result of a number of di~erent factors including: The population of Paris bas been steadily growing. The trend analysis indicates that Paris has added approximately '~' Customersthat are not metered: 187 people per year since 1850. This normally translates to approximately 60 new houses per year. Much of the · Parks growth can be attributed tothe steedyinfJux of manufaduring · Water main flushing into the City of Paris. The City has several large employers · Fire protection including Campbell Soup, Kimberly-Clark, Sara Lee, and · Construction Turner International Piping. Additionally, the health care · Street washing industry is a large employer in the City. · City irrigation The City experienced a major fire in1916, and all ofthe ~' Leakageinthesystem downtown area was reportedly lost. The CBD was reconstructed, and most of the water lines in the central '~' Inaccurate meters portion of the city were constructed during the 1920's. ~ inaccurate billing so,are Project Background The City is currently experiencing on unacceptably high * Meters that have been pulled and replaced with amount of unbilJed watedn the drinking water system, and jumpers Carter Burgess 5 Comprehensive Water Distribution System Audit · ' Meters that are too large for the application and do calibration of the master meter appears to be reasonably not read at Iow consumption levels straight forward, and the volumetric procedure described below will be used. To determine the source of the unbilled water in the system, severalimportantareasoftheutilityoperationneedtobe Flow Meter Installation evaluated. Theseareasareidentifiedinthefollowingitems: TheCarrer&BurgessTeamwilivisitthemetersidentihedby City staff and evaluate the installation. The evaluation will '~' An evaluation of the installation and accuracy of be conducted for the following reasons: various meters installed in the City's system must be performed. * To determine ifthe installation ofthe meter can have an adverse impact on the accuracy, and · Investigate and estimatethe amount ofunbitled water used bythe City and other customers. * To evaluate the location and installation for subsequent in situ calibration. · The existing billing software should be examined to confJrmthattherearenounder-billedaccounts. The Team will documentthe conditions at each meter location by preparing a field sketch of the installation and obtaining · The possible leakage in the system must be evaluated digital photographs. to determine the extent of the problem, and to ideati~, in so far as possible, the areas with most of the leaks. ~'"t ~' '/ · ~' 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 l 5 MGD of water on an average day. The typical consumption for residential/commercial uses is reported to be 2.6 MGD. Installation Errors Therefore about 10 ro 12 MGD of water is being supplied to The most common errors Jn installing flow meters ore: major customers. The first adion should be to confirm that the meters for the major customers are reasonably accurate. · ' Locating the meter in a position where it does not flow The City staff has a n umber of these meters that are routinely calibrated as part of the normal operations; therefore, this Full. portion of the project should proceed rapidly. · ' Failing to provide the upstream and downstream Additionally, the master meter's (the 42-inch meter) conditions necessary to minimize turbulence in the calibration needs to be confirmed, since that is the basis for meter. much of the data that have been gathered. Checking Carter Burgess Proposal Comprehensive Water Distribution System Audit ~ Al[0wing air to enter the process flow, resulting in Volumetric Calibration The volumetric calibration method consists of timing the metering error, increase or decrease in water volume in a tank or basin of ~ Failuretopropedygroundtheinstruments, resulting known geometry. Thetechniquerequiresthatthegeometry of the volumetric tank be we!l-known, that the change in in induced error in the electronic components, water surface elevation can be determined relatively ~ Installing a meter that is over-sized for the flow to be accurately, and that the time behNeen different elevations can be measured with reasonable accuracy. measured. When performed correctly, volumetric calibration is among · ' installing the meter in a location that makes future the most accurate methods for calibrating flow meters. The maintenance impossible, method is oJcen referred to as the "bucket and stop watch" procedure, which is descriptive terminology, but does not Meter Aocuracy indicate the relative complexity of the procedure. The The accuracy of flow meters is a common problem procedure involves the measurement of three separate encountered in the water industry. The science that deals parameters: the volume of the tank, the change in water withaccuracyinmeasurementsismetrology, andtherehave surface elevation, and the time. For the procedure to be been numerous books written on the issues associated with accurate, all three measurements must be preformed with obtaining measurements that are both accurate and precise, reasonable accuracy. In the United States, the National institute of Science and TechnoJogy(NJST),whichusedtobeknownastheNational Tracer Dilution IVlethod Bureau of Standards, is the organization that is charged The tracer dilution method of in situ calibration consists of with supporting mehology at the national scale. Therefore, adding a known amount of the tracer to the process flow inapurestsense, all measurementsshouldbetraceableto and determining the concentration in the process flow NIST. downstream ofthe meter to be calibrated. Figure4shows a typical tracer ddutJon set up, and the equipment ErrorJnflowmeteringsystemsisintroducedbyeacheJement requirementsareminimal. A calibrated container for the used in the flow measuring process. Consider a venturi tube tracer is required to confirm the rate at which the metering s~tem that consists of the venturi tube, the differential pumpisaddingthetracertotheprocessflow. There must be pressure transmitter, and the indicator/recorder. Each of two tops [n place, one through which to add the tracer, and the three devices has some internal error that contributes to the other from which to collect the downstream sample. the overall error of the measured flow. it is important to realize that these errors are multiplicative, not additive. The flow in process is calculated from the following simple equation: In Situ Meter Calibration qxC, = (Q+q) xC? Several techniques can be used to perform in situ meter calibration, or to check the accuracy of meters that are whereqistheflowrateofthetracer, C~ isthe concentration of the tracer in the tracer solution container, Q is the process currentlyin service. Thetechniquesthat are most applicable to the City of Paris' project are discussed in the following flow rate, and C: is the concentration of the tracer Jn the downstream sample. paragraphs. Carter Burgess ~ 7 Proposal Comprehensive Water Distribution System Audit As an example, for a tracer concentration, C, of 50,000 the transfer standard be followed. Additionally, the transfer mg/L, and a tracer flow rate of 0.01 gpm, and a standardshouldbecalibratedbeforegoingtothefield, and downstream tracer concentration of 5.0 mg/L, the process alter being used in the field. flow rate is calculated as, For pitot tubes, 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 = 5 Q + 0.05 required to obtain accurate results. C) = 100.01 gpm After evaluating each meter's installation, the Carter & Burgess Team will use the in situ calibration procedure that The selection of the tracer is critical. The tracer cannot read is most appropriate for each meter. with any of the other cam pounds in the process flow for the proceduretobeaccurate. Additionolly, itisdesirabletouse Leak Detection a tracer that is not present in the process flow, because the The location of leaks in the distribution system con be very need for a background sample upstream of the point of challenging. One ofthe most common waysto locate leaks tracer addition is eliminated, isto use geophones and listen for leaks in the system. This procedure is generally quite precise, and it will provide Mixing in the pipeline is important. The basic assumption is some relative indication ofthe size ofthe leak. However, thatthetracerwill beuniformlymixedwiththeprocessflow the procedure is best employed when the approximate sotbatthedownstreamtracerconcentration measuredison 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 generally cost prohibitive. The rate of tracer addition must be known with good accuracy for this method to be used. The rate oftracer addition is usually determi ned by ti ming the draw down in the calibrated tracer container. For this reason a graduated cylinder is usually used as the container. The metering pump must pump at a constant rate, therefore, multiple volume readings ,~, are taken on the calibrated container. Transfer Standard The use of o transfer standard to calibrate flow meters is relatively common place; however, it is important to document that the transfer standard is properly calibrated. Transfer standards used for flow meter cahbration usually Fortunately, there are some stepsthat con betaken to narrow includeeitherclamp-onuJtrasonicmetersorpitottubes. If downtheareastobeinvestigated. Inmostcitiesthenight- used correctly, eider instrument can Junction adequately as time water consumption for residential/commercial uses is atransferstandard. AtypicaJtransferstandardinstallation quitesmall, especiallybeh~veen2amand4am. I)udngthis is shown in Figure 5. time, portions of the distribution system con be isolated and water elevations in the elevated tanks monitored. Falling It is important that the recommendations for proving an water elevations are an indication of possible leaks. undisturbed flow path both upstream and downstream of Carter Burgess ?~Ol~OSal Comprehensive Water Distribution System Audit Depending on the size of the elevated tank, a very large Meter and Billing leak may be required to permit detection by this method. Activities Review · ' Determine the extent of and reasons for unaccounted For instance, a typical 500,000-gallon elevated tank has for water. a bowl with a 55-foot diameter. The bowl volume is 17,771 gallons per foot, and if a one-foot diow down is needed in · Gather data on 'noncustomer" metered/non- a two-hour time, the minimum leakage rate that can be metered flows to account for uses not billed to detected is 150 gpm. For a 1 MG elevated tank with a 70- customers such as main flushing, fire usage, sewer foot diameter bowl, the mini mum leak detection rate would cleaning, hydrant testing, and other municipal be 250 gpm. activity usage. Analternafivemethodistoisolateportionsofthedistribution · Compare customer metered consumption with system and pressure test the system with a portable pump purchased water amounts on a monthly, quarterly, andwaterstoragetank. Thepumpcanbeconnecteddirectly end annual basis noting any changes in to the outlet on any fire hydrant, and the leakage measured comparative data during peak and non-peak reasonable precisely with a conventiooal water meter, periods. · Determine the remaining unaccounted for water Once the areas with high leakage potential have been amount after considering estimates of the known identified, sonic leak detedion methods will be employed to uses noted above. confirm the locations of major leaks. Consider sectioning-off selected portions of the distribution system for more detailed analysis of Review Of Billing unaccounted for water if warranted by the above Procedures analysis. The Carter & Burgess management consulting staff will review the existing billing system with the objectives of: '~' Review the procedures and processes of managing meter activities. · ~' Identifying inactive accounts that ore actually adive. · Gatherdata on: · Determining the small users. - metered consumption by customer class - meter sizes by customer class '~' identifying the large users, and checking the meter - meter routes and number of meters per route size. - types and age of meters by size currently active in the system ~ Identifying duplicate accounts. · Review data and evaluate meter replacement policy, route efficiency, effectiveness of meters by type and '~' Identifying unbilled customers, and determining how brand, and repair versus replace policy. to collect revenue. · Provide a cost and benefit evaluation of a scheduled replacement and resizing program. Additionally, the metered revenues, meter routes, meter · Review capabilities of the curreat utility billing schedules, etc. will be carefully reviewed and evaluated, system andthe inter~acetothe meterreading system. and Carter & Burgess will prepare recommendations on improvements to the system. Carter Burgess 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 Te0m will perform all 0fthe work for this project in the Dallas office or in the CJh/of Paris. Project Staffing The individuals identified on the organization chart are 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 of the 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 z0 Proposal Comprehensive Water Distribution System Audit Section 6 References TheCarter&BurgessTeammointainsonexcellentworking '~' DaleFisler relationship with numerous munidpal aod public clients. City of Fort Worth The best measure of past performance isthat ofour references 1000 Throckmorton by our clients. We encourage you to contact our references Fort Worth, TX 76102 below to discuss our firm's and team members' past and (817) 871-8220 ongoing performance. Projects: Northside II Water Transmission Main Southside II Water Transmission Main Team Member: Albert Petrasek, Jr, PhD, PE Carter Burgess '~' Melissa Kauth '~' Jennifer Cottingham Dallas Water Utilities Son Antonio Water System Purchasing Department 2121 Main St., Suite 300 1001 E. Market Street Dallas, TX 75201 Son Antonio, TX 78298 (214) 948-4563 (210) 508-0433 Project: Lake Fork Pipeline Projects: SAWS EvaL and Assess. of Operations Lake Tawakoni Pipeline SAWS IT Strategic Plan Team Member: Larry Shaw, CPA Team Members: Albert Petrasek, Jr, PhD, PE Ran Hayes, PE Lin Lindsey Severn Trent ~ Terrace Stewart Pipeline Services Dallas Water Utilities 1500 Marilla 4AN '~' Mike Brown Dallas, TX 75201 Cih/of Longview (214) 670-3144 P 0 Box 1952 Team Member: Albert Petrasek, Jr, PhD, PE Longview, TX 75606 (903) 759-1053 '~' Charlie Stringer, P.E. Project: Longview, Texas Meter Accuracy Tesi~ Dallas Water Utilities Team Member: Tom Bean, PE 2121 Main St., Suite 300 Dallas, TX 75201 '~' Frank Rod~iguez (214) 948-4578 Cih/of Corpus Christi Project: Lake Palestine Water Utilization and 1201 Leopard Pipeline Alignment Corpus Christi, TX 78401 Team Member: Albert Petrasek, Jr, PhD, PE (361) 861-1214 Project: Corpus Christ~ Texas Meter Accuracy Tests Team Member: Tom Bean, PE Cc rter Burgess I Proposal I Comprehensive Water Distribution System Audit Appendix Resumes of Key Personnel I Carter Burgess z2 ALBERT PETRASEK, Jr, PhD, PE Project Manager 11 Carter Et Burgess, Inc. 11 Education Ph.D., CiviVEnvironmentaJ Eng, 1975 :J Texas A&M University College Station " M.S., Civil Engineering, 1970 · a 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 '11 Dr. Petrasek has over 30 years of experience in planning, design, construction, and operation of engineering works. He has been an engineer for over S2,000,000,000 in construdion in the United States and Mexico. Dr. Petrasek worked as the chief of in-house pilot and demonstration scale research for the U. S. EPA's Office of Research and Development, Cincinnati, Ohio for several years. 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 h/pas of flow meters, and establishing standards and criteria for the · corred 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 · Department's R&D fadlities, which has 15 magnetic flow meters, ten turbine meters, 15 office meters, and four ventur! meters. J Relevant Project Experience · ,, Design, Construdion, and Operation of Flow Test Stand, Projed Manager, U. S. EPA, Cincinnati, Ohio. This project included the · design, construdion, and operation of a flew test stand to calibrate flow meters. The test stand included e water recirculation Jeep, high-speed dived'er valves, pumps, water storage tanks, gmvimetric water tank, and scales. The unit was designed Io · operate on waler flow melers with a maximum size of eight-inches end provide NJST traceable accuracy to 0.05 percent. The I~ high accuracy is required to veriff meters with a stated accuracy of 0.5 percent. · · · · · 1 ALBERT PETRASEK, Jr, PhD, PE Page 2 · · Development of National Standards for the Installation of Electromagnetic Flow Meters, Project manager, U. S. EPA, Cincinnati, Ohio. The projed included the development of national standards for the installation of eledromognetic type flow meters or all · sizes. The project was conducted by the g. S. EPA and the National Institute of Standards and Technology (previously the · NBS). · · Development of National Standards for the InstalJi]tion of Venturi Tubes and Venturi Nozzles, Proied manager, U. S. EPA, Cincinnati, Ohio. The project included the development of national standards for the installation of venturi tube and venturi · nozzle lype flow meters or all sizes. The projed wes concluded by the U. S. EPA and the National Institute of Standards and · Technology (previously the NBS). ! · Development of National Standards for the Installation of Parshall Flumes and Palmer-Bowlus Flumes, Project manager, U. S. · EPA, Cincinnati, Ohio. The projed included the development of national standards for the installation of Parshall Flumes and palmer-Bowlus Flumes or all sizes. The project was conducted by the U. S. EPA and the National Institute of Standards and 'J Technology (previously the NBS). · Water and Wastewater Master Plan, Edinburg, Texas, Principal-in-Charge for a Wastewater Master Plan for the City of Edinburg 'J and its extraterritorial jurisdidion, including several coJonias. This Master Plan will guide the City's development in water and · wastewater for the next lwenly years. Total planning area covered 136 square miles. The following areas of concern are being studied in order to evaluate and make recommendations for the Cily's inflastrudure: J Analyze current waste water system and future demands j Evaluate existing wastewaler coJJedion!acilities Evaluate existing wastewater treatment facilities :J Analyze current wastewaler 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 was developed concurrently with an overall Capital Improvement Plan (CIP). Financial requirements associated with the CIP were identified as well as potential funding sources. Jn 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 'J water pump station and 11 miles of 36-inch raw water transmission main. The projed includes improvements to an existing · j intake strudure, a new eledrical and chlorine dioxide building, stand-by generator sets, the pump station, and the transmission main. Services being provided include right-al-way acquisition, surveying, preparation of a design report, design, ~J surge analysis, construction administration, and construction inspedion. Estimated construction costs are S 8 million. · Raw Water Pump Station and Transmission Line, Kinder Morgan; Quality Control for this projed that includes 27-miles of :J transmission main, a balancing reservoir, and a new raw water pump station. Design flow for the project in southeast ..j Oklahoma is 5 MGD and the estimated project costs are S10 million. ALBERT PETRASEK, Jr, PhD, PE Page 3 · Iron Bridge Raw Water Pump Station Renovations, Dallas, Texas; Project Dimdor 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 S21 million. · Lake Fork Raw Water Transmission Line, Dallas, Texas; Project Director for the design and construction administration of 26 miles of 108-inch raw water transmission main. Line will run from the Lake Fork Pump Station, on the western shore of Lake Fork, to lhe Iron Bridge Pump Station on the western shore of Lake Tawakoni. Estimated construdion cosl is $111 million. The first sedion, which is 3%000 LF, is under construction for a contrad amount of S27 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 'JOB-inch line, 15 miles of 72-inch line, and 15 miles of 84-inch line with 14 pumping units in lwo different pump stations. Estimated construdion cost of S27 million. · Shorecrest 48-Inch Water Main, Dallas Water Utilities; Principal-In-charge for the design of 4,000 LF of 48-inch water main located on the north end of Love field in Dallas, Tx. The main conneded into the yard piping at the Bachman Water Treatment Plant. The construction cost was S920,000. · 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; Projed Diredor for the preliminary design of the 300 MGD raw water pump slation. Services provided included surveying, preparation of preliminary plans, cost estimates, and compuler simulation of system hydraulics. Estimated construction cost is S25 million. · Water Treatmeot Plant, Oily of Donna, Texas; Principal-In-Charge for the design of o new 6 MGD surface water treatment plant. Facilih/included raw water intake strudures, reactor-cJarifiers, filters, clearweJJ storage, and high service pumping. Disinfedion for CT is with chlorine dioxide followed by chlorination. Estimated constmdion costs of S5,300,000. · Long Range Water Supply Plan for Dallas Water Utilities; Principal-In-Charge. This projed developed an implementation program for the eastern portion of the Cily of Dallas system under drought conditions. The project had total estimated capital costs of SSO0,O00,O00 and included a new 100 MGD surface water treatment plant, improvements to an existing ] 76 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; Projed Manager; project included the expansion from 5.0 MGD to 11.0 MGD. The treatment facilities included new rapid mixing basins, fJocculatJon basins, clarifiers, and filters; additionally, improvements were designed to lhe lransfer pump station, high service pumps, and instrumentation and control system. Construction cost of S2,500,000. I II ALBERT PETRASEK, Jr, PhO, PE Page 4 I · Water Transmission Uno, Dallas, Texas; Projed 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. Construdion cost of S24,000,000. · Water Transmission Line, Dallas, Texas; Project Engineer; Projed for Dallas Water Utilities included the design and construdion management of 17 miles of 84-inch transmission line from Jim Miller Pump Station to the Bel~ood Reservoir. Construdion cost was S27,000,000. · ClSCO- Water Plant, Confidential Client, Australia, Project Manager; preparation of cost estimates and preliminary design of a reverse osmosis water treatment facility for a BOD contractor. Project included the evaluation of existing well field as a source of supply, and design of modifications 1o existing facilities to accommodate the new treatment processes. · Design of Water Meter Slations 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 projed cost S4,500,000. · 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; Proied Manager; Safe Drinking Water Act studies for the 3.0-MGD surface water treatment plant, including CT study and compliance evaluation. · Water Storage and Pumping Facilities, Highland Park Texas; Project Manager; design of 1,500,O00-gallon Gillon Avenue ground storage reservoir and booster pump station, including chlorine storage, handling, feeding and leak detedion equipment. Construdion cost S1,500,000. · Red Oak Water Treatment Plant, Red Oak, Texas; Projed Manager; sanitary survey and preliminary design for Red Oak Reservoir and preliminary design of 30-MGD treatment plant. Estimated construdion costs of S45,000,000. · Ozone/UV Disinfedion Studies; Project Engineer; performed evaluation of combined ozone/UV disinfection as an alternative to chlorination. The process was found to he significantly improved over the use of either process individually. · Ozonation Studies; Project Engineer; performed evaluation of ozone contador design. · Projed was performed for the U. S. EPA and included counter-current bubble diffusers, packed columns, and continuous-flow stirred tank readors. · D/FW Airport Booster Pumps, D/EW International Airport, Texas; Projed Manager; addition of IO-MGD booster pumps at D/FW's East and West Pump Stations. · II ALBERT PETRASEK, Jr, PhO, PE Page 5 II · Comprehensive Developmental Master Plan for the Cily of Orange, Texas; Project Manager/Engineer. Pro·ed included the I development of a Comprehensive Developmental Plan roi this city of 23,000 in southeast Texas. Work performed included the preparation of land use plans; master plans for water, waslewater, and municipal so·id wastes; mapping of the city; and I development of the city GIS. · · Water and Wastewater Master Plans for the City of Wiimer, l'exas; Pro·ed Manage(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 Master Planning, Lone Star Army Ammunition Plant, Texarkana, Texas; Principal-in-Charge; preparation of Facility Plan J for this industrial comp·ex of over 40 square miles in north east Texas. Work included water distribution system, wastewoter j colledion system, the water treatment plant, the wastewater treatment plant, and perJorming a leak detection study on the distribution system.. ! · Bexar County Water System Planning, San Antonio, Texas; Project Manager; development of Emergency Water Plan. Projed included developing the protolype emergency water plan for lhe Corps of Engineers for San Antonio, Texas, which has 101 water pun/eyors, all using the Edwards Aquifer as the source of supply. ! ! ! · · · ! ! · · · ! · · · liON HAYES, PE · Civil Engineer · Carter E 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 projeds. Mr. Hayes has extensive experience in the preparation of plans, specifications and estimates for water, wastewater, drainage and paving projects. ! Relevant Project Experience :J · Iron Bridge Pump Station Preliminary Design, TX; Project Engineer. Design of 22-mile, 108-inch diameter raw waler transmission pipeline from Lake Fork to Lake Tawakoni. ! J · Lake Fork Pipeline, Dallas, TX; Projed Engineer. Project consisted of designing 26-miles of 108-inch diameter raw water transmission pipeline from Lake Fork to Lake Tawakoni in east Texas. The design included preliminary hydraulic design of a J future Lake Fork Pump Station, surge analysis for the transmission system, final plans and specifications for the pipeline, ! permiffing by the Corps of Engineers and TXDOT, conducting environmental and archeological surveys. Estimated construction cost of S90,000,000. ! · North Park Public UliJiiy District, Harris County, TX; Projed Engineer. Provided services to distrid including design and preparation of technical specifications and contract documents for water, wastewater, paving and drainage improvements. il Services included construdion oversight, progress payment review, state agency submittals and fund applications. · Water and Wastewater Design for Unserved Areas, Dallas, TX; Proied Engineer. Preliminary design and evaluation for 770 J unserved areas in Dallas. Design oversight for 19,200 linear feet of 8-inch wastewater main and 8,400 linear feet of 16-inch jj water main under first unserved area construction contract. I1 ! I ! RON HAYES, PE Page 2 I ! . Harris County Municipal Utility Distrid No. 13, Harris County, TX; Project Engineer. Provided services to District including ! design and preparation of technical specifications and contrad documents for water, wastewater, paving and drainage improvements. Services included construction oversighl, progress payment review, state agency submittals and fund J applications. I · Polk Street, DeSoto, TX; Projed Engineer. Provided design of 3,200 linear feet of 24-inch water main and 2,300 linear feet of ! 8- and lO-inch wastewater main. Desigfl included 270 linear feet of aerial crossing with five pier supports. I I I ! ! · ! · !1 · - , 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 instrudor 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 e quality review on lhe firsl 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 commitlees since 1975 including the Water Rates CommiHee, the Accounting CommiHee and the Accounting, Finance and Management Controls Commiltee. Professional Experience Mr. Shaw has more than 30 years of experience specializing in management consulting related to public infrastrudure including water, wastewater, solid wasle and storm water. He specializes in financial planning and analysis, financial modeling, asset management, in[ormation systems technology, operations management, organizational analysis, performance measurement and henchmarking. Mr. Shaw has performed more than 100 related financial analyses of utilities including rate studies, financial modeling, and review of impad and special fees. Mr. Shaw formerly directed KPMG Peat Marwick LLP's consulting services to government owned utilities from 1980 lhrough 1995. Before joining KPMG in 1980, Mr. Shaw was employed at a major metropolitan wale[ and wastewater utility as a Special Projeds Manager and as the Assistant DJ[eclat of Business where he supervised aJJ accounting, finance, rate, meter, information system, cuslomer service and budget adivities. Since, 1980, Mr. Shaw has completed an average of 40 hours per year of haining [ocusing on government and utilih/services, covering the fundions of financial management, information systems and operations management. He has been an adive participanl in AWWA activities since 1975. Operations Management Project Experience · SAWS I~valuafion and Assessment of Water & Wastewater Operations, San Antonio, TX; Project Manager. Providing a comprehensive evaluation and assessment of water and wastewater operations for lbe San Antonio Water System (SAWS) as parl of their Continuous Improvement Program. Working diredly for lhe Board of DJ[eclats, scope includes the analysis of general and adminislrative adivities and related costs, bencbmarking and an analysis and recommendations on organization and staffing. LARRY SHAW, CPA Page 2 · Son Antonio Water System (SAWS) Strategic Planning, San Antonio, Texas; Projed Diredor. Coder & Burgess is providing assistance to the senior management of the San Antonio Water System (SAWS) to develop their strategic plan. Carter & Burgess is initially reviewing previous strategic planning efforts as well as interviewing senior management and select staff to 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 Board of Trustees that will guide the planning process. A process will be identified in the first phase and implemented in a subsequent facilitated process. · Utility Management Audits/Diagnostics. Various Locations cited below; Projed Manager. Performed management audits and diagnostic reviews to identify issues and problem areas for management to improve their operations and their support fundions of accounling, finance, purchasing, personnel, information systems, metering, and customer service. Projeds have been performed al water, wastewater, solid waste and/or storm water utilities in Dallas, San Antonio, Austin, El Paso, Corpus Christi, Shreveport, Bossier Cily (LA), St. Louis, Washington, D.C. and Miami. Benchmarking wes a process frequently used in the diagnostic review. · Dallas Water Utilities Rate Analyses Training, Dallas, Texas; Projed Manager. Provided training related to the pricing process including Financial Management Context, Revenue Requirements, Cost Allocation, Rate Design and Ancillary Charges, and Pricing Water and Wastewater sen/ices. · Regional Wastewater Utility Joint Venture, 17,; Project Manager. Advised lwo River Authorities engaged in a joint venture to provide wholesale wastewater sen/ice on a regional basis about the financial and management pradices 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 a customer-billing database for storm water utilizing land data information was developed from the Bexar Appraisal g[strid (BAD) for its 250,000 + customers. Working with the BAg's ARC/iNFO GIS and four independent customer databases to compile the storm water customer database, they designed the database and rate strudure and assisted SAWS with requirement definitions for modifying ils existing customer information and billing system. · Utility Process Improvement, Various Locations; TX; Project Manager. Prepared accounting procedure manuals, extension policies, property unitization manuals and indired cost studies to assist management in operating their accounting and financial fundions at several utilities including San Antonio, Shreveport, Bossier City and Miami-gade. · Integrated Management Programs. Son Antonio, TX; Projed Manager. Provided assistance Io management in a multi-year effort Io 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 capitol improvement program. · Strategic Planning, Kansas City, KS; Projed Manager. Assisted in developing a strategic business plan focused on expansion o[ services and its service area for an eledric and water utility in Kansas. LARRY SHAW. CPA Page 3 · Regionalization of Tampa Bay Water, Tampa Bay, FL; Management Consultant. Participated in o state mandated study to develop a regional water supply utility for three counties and three city utilities in the Tampa 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 deveJopmenl of member contrads 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. · Utilily System Evaluation, San Antonio, TX; Proied Manager. Managed a project, with the assistance of two engineering firms, to assess the condition of a water and wastewater system owned and operated by a developer for potential purchase by the Ci~/of San Antonio. Information Technology Project Experience · San Antonio Water System (SAWS) IT Master Plan, San Antonio, Texas; Project Diredor. Carter & Burgess projed 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 & Implementation, Dallas, TX; Projed Manager. Managed the design, package seledion 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 within twelve months. · Information Technology System Development & 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, Son Antonio, TX; Projed Manager. Managed the evaluation of a custom designed and developed utility billing system for a water, wastewater and storm water utiJjly in process of development by another firm. Recommended abandonmenl 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. LARRY SHAW. CPA Page 4 · Design, Selection & Implementation of Financial System, Shreveport, LA; Project Manager. Managed the design, package selection and implementation of a complete financial system for the City of Shreveport, Louisiana. Performed similar projeds for four other cities Jn Texas and one Jn 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 seledion and implementation of o 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 hilling system to be implemented with fifteen months. · Assisted in the development of similar utilily billing systems projeds in Cincinnati, Tucson, Honolulu, Miami, T~enlon, Columbus and Winnipeg. Financial Management Project Experience · Fort Smith Water and Wastewoler Pricing Slrudure, Ft. Smith, AR; Project Manager. Developed and implemented a water and wastewater cost based pricing stmdure 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. · I'lot Springs Water and Wastewater Pricing Strudure, Hot Springs, AR; Proied Manager. Currently developing o cost based water and wastewoter pricing slrudure on a regional basis for retail and wholesale customers of Hot Springs, Arkansas. The cily currently has a non-cost based pricing structure. · Water Rate Study and Distribution System Assessment (Merger of LiltJe Rock and No~th LJltJe Rock Water Utility Systems); Liltle Rock/North Liltle Rock, AR; Senior Management Consultant. Performing a cost of service water rate study including evaluation of the need for impad 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 strudure 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, iX; Projed Manager. Prepared retail rates study, including a depreciation analysis of infrastrudure assets and development of water supply. · Wood County Water and Wastewoter Pricing Structure, Wood County, OH; Projed Manager. Developed and implemented a single cost based pricing structure Jar water and wastewater service for the Wood County, Ohio utility with different rates ia each of lwenty~~o different service areas. · ! · LARRY SHAW, CPA Page 5 · Financing Capital Improvement Programs in 25 states. Developed feasibilih/plans to finance major capital improvement · programs and formulated supporting financial policies and procedures at numerous water and wastewater utilities in over :j 25 states. These studies generally incJudecJ developing tales, impact fees and fees for ancillary services. Testified as an expert witness on water and wastewater rate Jitiga!ion in Texas, Florida and Ohio. · j · Wholesale Service Contracts, Various Locations, 'IX; Projed Manager. Developed contrads for service to wholesale water and wastewater customers and reviewed sewice contrad performance to assure compliance with provisions. j · Water and Sewer Rate Study, Cily of Whitehouse, Texas. Developed revenue requirements in order to complete Water and Sewer Rate Study. Also designed proposed rate strudures. ! j · Houston MUD Annexation Analysis, Houston, TX; Management Consultant. Participated in a project to assess the operational and financial condition of over si~ water and wastewater utility districts for potential annexation by the City of J Houston. · Brazos River Authority Waler Pricing Structure, Austin, TX; Projed Manager. Developed and implemented a single cost J based pricing structure for water supply service provided by the Brazos River Authority in Texas fram a customer-by- j customer approach formerly used with over fifty customers. J · Financial Modeling, U.S. cities; Project Manager. Prepared models to perform financial planning and cost of service Il analysis and trained employees in their use at numerous water and wastewater utilities. ! 11 ! ! ALLEN MULLINS, CPA Financial Consultant Carter ~ Burgess, Inc. Education M.B.A., Accounting, 1980, Universily of Texas at Arlington B.A., Liberal Arts, 1974, Union University Professional Registration Cedified Public Accountant, Texas Professional Experience Mr. Muffins has 26 years of experience in providing management and financial services to state and local governments, special distrids, 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 projeds. His projeds include business and IS strategies, effediveness and efficiency studies, and outsourcing studies. Mr. Mullins was a Senior Manager ia the National Utilities Consulting Practice at KPMG Peat Marwick LLP. Mr. MuJlins was Assistant Director of Utilities for the City of Arlington, Texas. His responsibilities included budget, financial planning, utilily billing, customer services, meter reading, meter services, property management, and operations research. He has also served as Director of Finance for the Cily 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 American Water Works Association, where he has participated on the Information System and Services Commitlee, and active in the Government Finance Officers Association and the American Institute of Certified Public Accountants. Mr. Mullins has co-authored articles on financial and work-order management, including: "The 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 implementation strategy to obtain compliance with the new accounting standards for the Cily or Temple. The project included analysis of the appropriate capital accounting methods for the City's infrostrudure categories. · GASB 34 Issues, various locations, Project Manager. Developed an analysis of the new standards and made presentations to professional organizations to assist various entities in the development of an implementation strategy to comply with the new accounting standards. The presentations were made the Texas Public Works Association, Texas Municipal Utilities Association, Texas Municipal League, Special Distrids of South California, and projed included analysis of the appropriate capital accounting methods for the Cily's inErastructure categories. ALLEN MULLINS, CPA Page 2 · Water Rate Study and Distribution System Assessment (Merger of Utile Rock and No~th Utile Rock Water Utility Systems); Little Rock/North Little Rock AR; Senior Management Consultant. Performing a cost of service water rate study including evaluation of the need for Jmpad fees and an updating of its ancillary fees and charges. This includes establishing finandal 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 yeal period. · Fort Smith Water and Wastewater Pricing Structure, Ft. Smith, AR; Senior Consultant. Developed and implemented a water and wustewater cost based pricing strudure on a regional utJJily basis from the owner/customer basis used historically. Worked with a customer advisory group composed of retail and wholesale customers during the entire study. · Arkansas Parks Program Management, Utile Rock, AR; Senior Consultant. In conjunction with the Program Management Services of the $180 million CIP, provided consulting related to Fixed Capital Asset Determination for GASB 34 Compliance. · Hot Springs Water and Wastewater Pricing Strudure, Hot Springs, AR; Project Manager. Currently developing a cost based water and wastewater pricing strudure on a regional basis for retail and wholesale customers of Hot Springs, Arkansas. 1'he city currently has a non-cost based pricing structure. · Dallas Water Utilities (DWU) Retail Water Rate Study, Dallas, TX; Project Manager. Preparing rotes study for retail water service, including a depreciation analysis of infrastrudure assets and deveJopmenl of water supply. · Utility Rate Analysis for MehopolJtan Government of Nashville and Davidson County, Department of Water and Sewerage, Nashville, TN; Projed Manager. Managed a financial analysis and prospedive financial impad study related to a revenue bond debt refunding for the Department. Managed wholesale wastewater, wastewater surcharge studies for lhe Department. · Water and Sewer Rate Study, City of Whitehouse, Texas; - Developed revenue requirements [n order to complete Water and Sewer Rate Study. Also designed proposed rate structures. · Utility Rate Study, Allen, TX; Projed Manager. Performed cost of service water and wastewater rote study. Examined revenue requirements and designed rates. · Utility Rate Study; Lewisvilie, TX; Projed Manager. Performed water and wastewater rate study. Examined revenue requirements and designed rates. · UtiJily Rate Study; Fort Worth, TX; Projed Manager. As a member of o team prepared water and wholesale wastewater rate studies. ·Adon MUD Water Rate Study; Granbury, TX; Project Manager. Developed cost o[ service rate study and designed water rates. ALLEN MULLINS, CPA Page 3 · Impact Fee Development; Project Manager. Developed impact fees and system development charges for Maul Board of Water Supply, HI; Lewisvilie, IX; Garland, TX; Grand Prairie, TX; Wood County, OH; and the Gulf Coast Water Authority (Texas City), TX. · North American Development Bank (NADB), San A~tonio, TX; Projed Manager for Rates. Managed the development of water and sewer rates for Roma, Texas as a part of the funding requirements far the NADB. · Brazes River Authority, IX; Indired Cost Analysis; Projed Manager. Revised the indirect cost methodology for the Authority to apply general and administrative costs to specific projeds and services provided to customers. · Brazes River Authority, IX; Financial Modeling; Proied Manager. Developed integrated financial models for budget, indired cost, and system rates. · Brazes River Authority, TX; Financial Analysis. Projed Manager. Provided rate JitJgalJon support services, including cost of service analysis for water and hydroelectric utilities. · County of Maui Board of Water Supply, Wailuku, Hawaii; Projed Manager. Managed the development of System Development Charges for the Board including pen~ormance of a 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 projed. Assisted the City of Laredo in identifying funding sources. Developed software tool enabling the City lo perform queries and locate the mast viable sources. · City of Dallas NPD£S MSF Storm Water Reapplication, Dallas, Texas. Projed 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 a rate model for 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 Dallas County Appraisal Distrid to establish the basic rate structure customer classes. This project was estahhshed 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 commerdaJ storm water fees for implementation of the Ciys storm water utility, including hilling system support and verification of impervious cover for various commercial customer classes. This projed was established in accordance with Section 402 of the Texas Local Government Code. ALLEN MULLINS, CPA Page 4 Operations Management project experience includes: · SAWS Evaluation and Assessment of Water & Wastewater Operations, San Antonio, TX; Management Consultant. Providing a comprehensive evaluation and assessment aC water and wastewoter operations for the San Antonio Water System (SAWS) as part of their Continuous Improvement Program. Working directly for the Board of Diredors, scope includes the analysis of general and administrative adivities and related costs, benchmorking and an analysis and recommendations on organization and staffing. .. Dallas (DWU) Management Audit and Customer InJormation System Analysis; Dallas, TX; Management Consultant. Served as a management consultant for a management audit of the Cil!/'s water and sewer operation and for the evaluation and selection of o new Customer information System for the otiJJly hilling functions. · San Antonio Water System (SAWS) Storm Water Management Plan; San Antonio, TX; Senior Management Consultant.. The project included development of on interim rote strudure, a final tiered rate strudure and an implementation plan for a new storm water utility to provide revenues as a part of the Ciys Storm Water Management Plan, needed to meet the requirements of the EPA storm water regulations. Developed a customer-hilling database for storm water utilizing land data information was developed from the Bexar Appraisal District (BAD) for its 250,000 + customers. · Metropolitan Water Distrid of Southern California MWD, Los Angeles, CA; Project Manager. Managed a diagnostic review of the rate development, financial planning, and financial policies of the Metropolitan Water Distrid of Southern California. · Count!/of Maul Board aC Water Supply, WaiJuku, Hawaii; Projed Manager. Managed o diagnostic review of the County of Moui, Board of Water Supply including management, finance, accounting, customer hilling, engineering and field operations [undJons. · Suez Cities, Egypt - Wastewater (U.S.A.I.D,/Suez Canal Authority/Ministry of Housing), Cairo, Egypt; Management Consultant. Provided assistance to management in a multi-year effort to build the instilutionaJ framework for reorganizing the municipal utilities along the Suez Canal, Egypt. · Dallas (DWU) Storm Water Utility Development; Dallas, l)(; Projed Manager. Managed financial [undions and lhe organizational development of storm water utility. The projed included rote and customer class development. · Dallas Water Utilities (DWU) Analyses Training, Dallas, TX; Projed 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 Sen/ices, Dallas, l)(; Project Manager. Pe~ormed a management audit to assess the service delivery, staffing, and organizational needs of the Department. ALLEN MULLINS, CPA Page S · Son Jose Water Company, San Jose, CA; Project Manager. Managed development of the requirements definition for San Jose Water Company and parlicipated in similar projeds for waler and wastewater utilities customer information systems for several major citieS. Information Technology Project experience includes: · San Antonio Water System (SAWS) Strategic IT Plan, San Antonio, Texas; Project Manager. Carter & Burgess project team members managed the development of a 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 eutomatioe. A specific outsourcing study is also being performed. · San Antonio Water System (SAWS) CIS Assessment; Son Antonio, TX; Management Consultant. Performed an evaluation of the SAWS customer information system (CJS) development projed being performed by another consulting firm. This included evaluating the progress of lbo system's development in relation to the plan for the development process being used and management of the projed. The evaluation concluded that a non-standard development process was being used, and that the work wes not properly monitored. Aise, the other consultant's project manager was not using a detailed work plan lo monitor either the chent tasks or the consultant tasks to perform the project. The evaluation projed team concluded that the. custom system development project could not succeed and that the work done to date would not be useful and should be abandoned. · Fixed Asset Study for the Miami-Dade Water end Sewer Department, Miami, FL; Financial Analysis. Performed a study of the Department'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 Department's fixed assets. · Accounting System Evaluation and Selection, Monroe, LA; Projed Manager. Managed accounting system software requirements definition and package seJedion for the City of Monroe, Louisiana. Also, managed an evaluation o[ and developed solutions including software requirements definition for a storm water pump station monitoring system for the City. · Storm water Monitoring System; Monroe, LA; Projed Manager. Managed an evaluation of and developed solutions including soflware requirements definition for a storm water pump station monitoring system for Monroe, Louisiana. · Michigan Department of Transporiation. The projed included the analysis and reengineering of budgeting, payroll, financial planning, accounts payable, financial reporting, and accounting information systems. · Michigan Accounting and information Nelwork Project, Lansing, Mi. Participated in the implementation of a 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: Department of Transportation, Commerce Department, and State Police. ALLEN IVIULLIN$, gPA Page $ · San Jose Water Company Information System Development, San Jose, CA; Project Manager. Managed development of requirements definition for San Jose Water Company and pari'icipoted in similar proieds for water and wastewater utilities customer information systems for several major cities. · Mississippi DOT Accounting System Implementation, Management Consultant. Parti~:ipated 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-Dada Water and Sewer Department, Miami, FL; Manager. Managed business process redesign project for various customer service fundions. The redesigned business processes were used as the basis for the customer information system requirements definition far the seJedion and acquisition of a new customer information system. LIN LINDSEY Inspector Carter Et Burgess, Inc. Education A.S., Farm & I~anch Management Cooke County College Professional Registration National Institute of Certified Eng. Technicians 2000, VA Professional Experience Mr. Undsey has over 35 years of extensive experience in construdion inspection and qualily 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 project field inspection supervision, contrad administration and projed coordination. He has also been responsible for construdion testing and monthly estimate verification. Relevant Project Experience · Cedar Crest Water Pump Stalion, Dallas, ~ Construction Observer. Inspedion of a booster pump station with ultimate pumping capacity of 130 MGD, serving two different pressure planes, and yard piping ranging up to 96 inches [n diameter. · Circle T I~anch Ground Storage Tank/Pump Station and Waterline, Westlake, TX; Senior Construdion Inspedor. Provided inspection and construdion administration for 10 miles of 16- and 20-inch water pipeline, pump station, and ground storage tank. · Lake Fork Pump Station, Dallas, TX; Senior Construdion Jnspedor. Providing oversight and supervision of inspedion teams for Segment 1, a lO-mile section of 108-inch RCCP water transmission line. · Lake Palestine Pipeline ROW, Dallas, ~ Project Coordinator. Coordinated the obtaining of rights-of entry for 42 miles of 84" water pipeline. · Las Colinas Construdion Management Services, Las CoJinas, TX; Construdion Observer. Provided inspedion services for construdion of utilities including water, sewer, storm sewer, private utililies, grading, drainage and paving for 1.5 miles of Las Colinas Boulevard and Colwell Boulevard. LIN LINDSEY Page 2 · Vista Ridge Development, LewisviJJe, TX; Constmdion Observer. Provided construdion management including contractor oversight, payment requests, contractor meetings, agency coordination with TxD01', dh/ and others, and inspection of jnflastrudure for a 2,000-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 & Sewer Master Plan & Design, LewJsviile, TX; Construction ObserveL Inspedion of a 20-MGD sewage lift station with 35-foot deep wet/dry pit, 2.5 miles of force main and 8 miles of 18" to 36" gravity sewer, and an 850-cfs storm water pump station and intake structure. · Weatherford Water Purification Plant improvements, Weather[or(J, TX; Senior Construction Inspector. Provided oversight of construction inspection and administration for expanding and renovating the treatment works, lagoons, and force main. · £uJess Water Treatment Plant, EuJess, TX; Construction Observer. Inspedion of ali plant [ociJities including Yard Piping. · MabeJvaJe Booster Pump Station, Little Rock AR; Senior Inspector. Inspected construction nj water storage reservoir and pump station for city of LiltJe Rock. Coordinated with City staff. · . MaheJvaJe Water System, England, AR; Senior Inspedor. Inspedecl water system, including laying of 6" and 8" water lines and construction o[ 60,000 gallon storage tank. Responsible Jar oversight of ali traffic control. · Park Ridge Boulevard and LltiJities, Irving, TX; Senior Inspedor. Provided inspection and contractor oversight for construction of utilities including water, sewer, storm sewer, and private utilities grading, drainage and paving for 1.5 miles o[ new 4-lane divided thoroughfare. Responsible for oversight of ali traffic control. Coordinated with city staff. · Richland Chambers/Fort Worth Transmission Line, Navaao County, TX; Inspector. inspected a lO-mile sedion of 96" RCCP water transmission line being constructed to convey raw water to the City of Fort Worth. · 1'he Ballpark in Arlington, Arlington, TX; Construdion Observer. Installation °f site drainage, water and sewer facilities' TOM BEAN, PE Leak Detection Severn Trent Pipeline Services Education B.S. Civil Engineering, Valparaiso University, 1"969 Professional Registration Registered Pr0fessi0nal Engineer- TX, IN Professional Experience Mr. Bean joined Severn Trent Pipeline Services (STPS) in 1969 and has hands-un field and management experience in water distribution systems, district measurements, hydraulic field testing, hydraulic modeling studies, water qualJly 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 projeds being performed by STPS in the Southern Distrid. 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 projeded 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 capital improvements plan. · City of Augusta, Georgia Water Distribulion System Model. Mr. Bean was responsible for construding a model of the water distribution system. The model was used to make recommendations to eliminate large pressure variations in Central Business District by determining the carted downstream sellings 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 Base, Shemya, Alaska Water Distribution System Analysis. Mr. Bean participated os team member in conducting pump efficiency tests, loss of bead tests, and consumption measurements. · Edmond, Oklahoma Water Distribution Master Plan. Mr. Bean construded and calibrated a 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 construded and calibrated a model of the water distribution system. The model was used to conduct a surge analysis of the entire system by others. TOM BEAN, PE · Oklahoma Ci~/, Oklahoma Water Distribution Master Plan. M~. Bean constructed and calibrated a model of the water distribution system. Recommendations for (urlent and future water system implovements wele incorporated into the ciys water system capital improvements plan. · Guthrie, Oklahoma Water Distribution Master Plan. MI. Bean construded and call'rated a'model of the water distribution system. Recommendations Jar current and future water system improvements were incorporated into the city's water system capital improvements plan. The model was also used to realign a pressure boundary on the west side of the distribution system including a new booster pump station.