Industry and Government Experience

Economic Resource Associates, Inc., President/Sr. Economist

EMS Resource Associates, Inc., Sr. Economist/Managing Partner

Lazar Jensen Goebel, Sr. Economist/Managing Director

Applications Design, Inc., Chief Executive Officer

Pacific Economica, Inc., Senior Economist

City of Portland Bureau of Waterworks, Director

City of Portland Office of Financial Administration, City Economist and Budget Officer

Education

Portland State University Urban Studies/Economics A.B.D. Ph.D.

Portland State University M.A. Economics

Portland State University B.A. Economics

Selected Professional Experience

Carl Goebel’s professional focus is the evaluation and development of financial, organizational, and capital systems and the identification and implementation of strategies to improve the management of these resources. He is employed by both the public and private sector to provide a wide array of services ranging from management policy formulation to determining appropriate levels of capital or operating investments to meet corporate objectives.

Carl has extensive financial analysis experience including economic forecasting, cost-benefit evaluations, cost accounting, rate development, mathematical and statistical analyses, resources allocation studies, long term financial projections, computer modeling, and service measurement systems. He has conducted market condition and feasibility studies for both public and private agencies. Additionally, Carl has had considerable background in developing, implementing and operating public works management systems and has managed one of the largest public works organizations in the Pacific Northwest. The unique combination training and experience in economics and practical expertise gained in a highly productive public works career makes his leadership on projects an essential ingredient for their success.

As a technician, Carl has over twenty years experience analyzing and managing local government finances and operations. His municipal experience includes development of user fees, cost of service allocations, utility billing systems and municipal corporation financial planning. His focus has been to provide governmental agencies the use of private sector tools to plan and manage operations.

He has been project manager and principal investigator responsible for design and implementation of computerized data analysis, modeling and simulation systems addressing consequences of alternative fiscal policy and public finance strategies, economic growth and development scenarios, municipal services operations and delivery systems. He has a strong working familiarity with numerous computer software systems used in performing these analyses.

Carl has also conducted program performance evaluations focusing on public resource and service delivery systems. His responsibilities included project design, specification of evaluation criteria, design and administration of data collection, development of systems to estimate "before and after" impact of program activities and presentation of findings to various public policy review boards and program administration staffs.

As a consulting economist, he has performed regional economic analysis of current and future conditions in several Oregon jurisdictions, focusing on economic base, resource availability, structure of current and future trade patterns, expected economic diversification and population growth and fiscal impact analysis of alternative economic futures.

Carl Goebel’s most recent projects include:

Rate Related Work

Cost of Service Water Rates - 1994-95 Update, City of West Linn, Oregon.

Developing Summer Time Water Conservation Rates, Rockwood People's Utility District.

Cost of Service Water Rates 1994-95, Crystal Springs Water District

Cost of Service Water and Sewer Rate Seminar Presentations, Arasmith Consulting Resources, Inc.

Cost of Service Sewer Rates and the Financial Feasibility of Issuing Bonds, Oregon City, Oregon.

Rates and Systems Development Charges - 1993-94 Update, City of West Linn, Oregon.

Cost of Service Water and Sewer Rates, Seldovia, Alaska

Cost of Service Rates for Emergency Transport Services, Bureau of Fire and Emergency Services, Portland, Oregon

Cost of Service Water Rates, Summer Peaking Rates and Systems Development Charges, Powell Valley Road Water District.

Cost of Service Rates for First Responder and Emergency Ambulance Services in North Clackamas County, Clackamas Fire District #1.

Summer Time Peaking Rates, Rockwood Water District.

Financial Feasibility of Otter Crest Water District, Water Rates and Systems Development Charges, The Preston Group.

Financing of Mid-County Sewer Systems; Determination of Charges to Customers, Vera Katz for Mayor, Portland, Oregon.

Financing of Rockwood's Water Master Plan, Cost of Service Rates, and Systems Development Charges, Rockwood Peoples Utility District.

1991-92 South Fork Cost of Service Water Rates and Systems Development Charges, South Fork Water Board.

Facility Master Plan, Cost of Service Rates and Finances, Clairmont Water District.

Facility Master Plan and Water Rates, South Fork Water District.

Comprehensive Water Rates 1991-92, West Linn, Oregon.

Cost of Service Rates, Charges and Financing of Capital Improvements for the Clackamas Basin Water Authority, Clackamas and Clairmont Water Districts.

Cost of Service Rates and Systems Development Charges, Crystal Springs Water District.

Water Cost of Service Rates and Related Charges, Tillamook Water Commission.

1990-91 Water Rates and Charges, Crystal Springs Water District.

9-1-1 Rates for Consolidated and Enhanced Communication Center, Salem, Oregon.

Assessment of Growth Impact Charges, Rockwood Water District.

Water and Wastewater Rate Analysis, Petersburg, Alaska.

Cost-of-Service Rate Allocations for 9-1-1 Emergency Calls, Tigard, Oregon.

Evaluation of Medford Water Prices, Central Point, Oregon.

Review of Portland Rate Making Practices as it Effects Wholesale Customers, Service Area III Water Purveyors.

Cost of Service Rate and Impact Evaluation for the Consolidated Communication Center, Mid-Willamette Valley Council of Governments.

Evaluating Alternative Pricing Structures for Recovering Joint Use Capital Costs, Central Point, Oregon

Cost of Service Pricing for Wholesale Water, Aberdeen, Washington.

Pricing of Water for Resale, Powell Valley Road Water District.

Comprehensive Financing, Cost of Service, and Water Pricing Study, Bureau of Water Works, Portland, Oregon.

Cost of Service Rate Evaluations, Central Point, Oregon.

Overhead Cost Allocations, Cornelius, Oregon.

Pricing of Overhead Services, City of Portland, Oregon.

Systems Development Charges

Water and Sewer Systems Development Charges, Sun Valley Improvement District, Sun Valley, California

1994-95 Water, Sewer, Street, Storm and Parks Systems Development Charges, Lebanon, Oregon.

Parks System Development Charges, Tigard, Oregon

Evaluation of Wilsonville's Supplemental Street SDC, Consortium of Wilsonville, Oregon Businesses

Rates and Systems Development Charges - 1993-94 Update, City of West Linn, Oregon.

Cost of Service Water Rates, Summer Peaking Rates and Systems Development Charges, Powell Valley Road Water District.

Financial Feasibility of Otter Crest Water District, Water Rates and Systems Development Charges, The Preston Group.

Financing of Rockwood's Water Master Plan, Cost of Service Rates, and Systems Development Charges, Rockwood Peoples Utility District.

Response to Challenge of SDCs, West Linn, Oregon.

Systems Development Charges, Clairmont Water District.

Critical Evaluation and Challenge of Canby Utility Board Systems Development Charges, John Watson, Developer.

Detailed Documentation of Systems Development Charges Data and Methodology, West Linn, Oregon.

Parks Systems Development Charges, Lebanon, Oregon.

Street, Storm, Sanitary and Water Systems Development Charges, Lebanon, Oregon.

Water Systems Development Charges, Crystal Springs Water District.

Challenge of Sherwood's Parks Systems Development Charges, Common Ground, Urban Land Coalition.

1991-92 South Fork Cost of Service Water Rates and Systems Development Charges, South Fork Water Board.

Evaluation of Sewer, Water and Street Systems Development Charges, Troutdale, Oregon, McMenamins, Developers.

Sewer, Water, Storm, Park and Street Systems Development Charges, West Linn, Oregon

Evaluation of Sewer, Water, Storm, Park and Street Systems Development Charges, Wilsonville, Oregon, Mentor Graphics, Inc.

Financial Impact Evaluations

Cost Allocations Strategies for Fire Agencies - A Seminar Series, National Fire Chiefs' Association

Economic Development Initiative, The Klamath Tribes, Chiloquin, Oregon

Financial Impact of Alternative EMS Delivery Systems, Santa Cruz Fire Districts Association

Impact of Bureau of Fire and Emergency Services Over expenditures, Portland Fire Fighter Association.

Strategic Planning Model for Financing Street Systems, Clackamas County, Oregon.

Effect of Integrating Fire Agencies into EMS Delivery System, Southwest Washington Fire Chiefs' Association

Impact of Advanced Life Support RFP on District Operations, Clackamas Fire District #1

Financial Impact of Purchasing a Watershed, Crystal Springs Water District.

Evaluating the Cost of Portland's Plant Expansions on the District's Rates, Rockwood People's Utility District

Assessing the Impact of Minimum Purchase Provisions, Powell Valley Road Water District

Financial Feasibility of Adding Emergency Transport Services, Bureau of Fire and Emergency Services, Portland, Oregon.

Sewer Rates and the Financial Feasibility of Issuing Bonds, Oregon City, Oregon.

Financial Feasibility of Expanding the City of North Plains Urban Growth Boundary, North Plains, Oregon.

Creating a Public/Private Partnership for Emergency Transport Services, Consortium of Fire Agencies, Clackamas County, Oregon.

Feasibility of Merging Clackamas County Fire District #1 and the Beavercreek Fire District, Clackamas Fire District #1.

Evaluating the Feasibility of Public Investment Areas in North Clackamas County, Clackamas County, Oregon.

Financial Feasibility of a Convention Center Pavilion, Washington County Fairgrounds.

Financial Impact of Emergency Transport on Other District Services, Clackamas Fire District #1.

Service, Finance and Operating Costs in Washington County Water Districts: Wolf Creek, Metzger, Raleigh and West Slope.

Impact of Providing Golf Concession Services at Heron Lakes, Double Eagle Golf, Inc.

Impact of Property Tax Limitations on the City of Portland, Portland Fire Fighters Association and Police Command Officers Association.

Impact of Property Tax Limitations on City of Eugene, Eugene Fire Fighters Association.

Financial Feasibility and Impact of Expanding the People's Utility District or creating a Water Authority in East Multnomah County, Rockwood People's Utility District.

Impact of Property Tax Limitations on Multnomah County, Multnomah County Corrections Officers.

Impact of Annexations on the City of Hillsboro, Hillsboro, Oregon.

Financial Feasibility and Impact from the Formation of the Clackamas Basin Water Authority, Water Districts' Committee comprised of Clackamas, Oak Lodge, Clairmont, Mt. Scott Water Districts and the City of Gladstone.

Costs and Benefits of Building Adair Village Treatment Plant, Spears, Lubersky...et. al. for Adair Village.

Financial Feasibility of a Parks and Recreation District, City of Astoria.

Impact of Consolidating Fire Agencies, Douglas County Fire Unions.

Impact of Extending Fire Services to Milwaukie, Clackamas Fire District #1 and the City of Milwaukie.

Strategic Plan for Water Resource Development, Adair Village, Oregon.

Economic Base and Financial Feasibility of Marina and Hotel Development, Columbia County, Oregon.

Unification of Fire Services, Clackamas County Fire District No. 54, Happy Valley Fire District No. 65, and Clackamas Fire District No. 71.

Cost-Benefit Evaluation of Alternative Transportation Improvements I-5 PATH, Northwest Development Services.

Impact Evaluation of Urban Services Provision-Operations, Infrastructure and Finances, Hillsboro, Oregon.

Consolidating and Enhancing 9-1-1 Communication Centers in Marion and Polk Counties.

Impact on the Rockwood Water District of Ceasing Well Operations, Boeing Company.

Urban Services Impact Analysis, Bureau of Water Works, Portland, Oregon.

Evaluating the Impact of Annexation on the City of Portland, All City Services.

Market Analysis of the Hotel Industry on the Oregon Coast, Oregon Coastal Zone Management Association.

Contract for Resolving Annexation Related Issues, Powell Valley Road Water District.

Long Term Financial Projections, City of Portland, Oregon.

Arbitration and Employee Relations

Interest Arbitration for Overtime Pay, Portland Command Officers' Association, Portland, Oregon.

Assessing the City's Financial Ability, Astoria, Oregon's Fire Fighters Association.

Impact of Consolidating Fire Agencies-1993-94, Roseburg Fire Fighters

Impact Assessment of the CPI-W, Portland Fire Fighters Association

Assessing the Financial Impact of Position Vacancies, Portland Fire Fighters Association

Evaluating the Financial Capability of the City, Tacoma, Washington, Tacoma Fire Fighters Association.

Multnomah County Budget Assessment, Measure 5 Impact Evaluation and Arbitration Testimony, Multnomah County Corrections Officers.

Determining the Impact of Consolidating Fire Aided Dispatch and the City's Central 9-1-1 Communication Center and Arbitration Testimony, Portland Fire Fighters Association.

Consolidating Fire Agencies, Roseburg Fire Fighters.

Evaluating the City's Budget and Providing Staffing Recommendations, Astoria Fire Fighters No. 696.

Assessing the City's 1992 Financial Ability and Arbitration Testimony, Portland Fire Fighters Association.

Assessing the City's 1991 Financial Ability and Arbitration Testimony, Police Command Officers Association.

City's Ability to Pay and Arbitration Testimony 1989, Portland Fire Fighters Association.

Organization and Position Classification Development, Powell Valley Road Water District

Determination of Appropriate Disability Compensation-Stephen Smith PC, Attorney.

Evaluation of Community Correction Programs, Lane County.