DAN V. JACKSON                                                                          Economists.com      Managing Director                                             Economic and Financial Consulting     

                                                             

 

BUSINESS ADDRESS

5500 Democracy Drive

Ste. 130

Plano, Texas 75024

(972) 378-6588

(972) 378-6988 fax

djackson@economists.com

 

 CONSULTING EXPERIENCE

Mr. Jackson has over 25 years experience as an internal and external management consultant.  Upon receiving his MBA in Finance from the University of Chicago in 1984, he joined the consulting division of Arthur Andersen & Co. in Atlanta, GA.  Mr. Jackson has also worked for the consulting firms of Deloitte & Touche and Reed-Stowe & Co., Inc., where he has specialized in Water/Wastewater, Regulated Utilities and Telecommunications.   He co-founded Economists.com in 1997.  His experience is summarized as follows:

  

Water/Wastewater – Rate Studies and Long Term Financial Plans

Allen, Texas                                                                  2007,2009

Aqua Water Supply Corporation                                   2003                   

DeSoto, Texas                                                              2005--2010

Donna, Texas                                                                2007

Duncanville, Texas                                                         2002,2003,2007

El Paso County WCID #4                                             2005,2007,2010

El Paso County Tornillo WCID                                     2006,2010

Garland, Texas                                                             2009

Groesbeck, Texas                                                        2001,2004

Hackberry, Texas                                                         2006

Harker Heights, Texas                                                  2006

Hewitt, Texas                                                               2009,2010

Jonah Special Utility District, Texas                               2006

Kaufman, Texas                                                           1994

Laguna Madre Water District                        1991,1993,1996,1999,2005

La Villa, Texas                                                             2007

Lewisville, Texas                                                          1995

Little Elm, Texas                                            2001,2004,2008,2009,2010

Los Fresnos, Texas                                                      2007

Mercedes, Texas                                                         2001,2003

Midlothian, Texas                                                2000,2003,2006,2010

Oak Point, Texas                                                         2006

Paris, Texas                                                                1995

Port of Houston Authority, Texas                                 2001

Prosper, Texas                                                            2005

Raymondville, Texas                                                    2001

Royse City, Texas                                                        2007

Schertz-Seguin Local Govt Corporation, Texas            2010

Southmost Regional Water Authority, Texas                 2001

Troup, Texas                                                               2006

Venus, Texas                                                               2005      

Waxahachie, Texas                                                      2008

West Harris County Regional Water Authority              2003,2006,2010

Whitehouse, Texas                                                       2008

Winona, Texas                                                             2009

Yancey Water Supply Corporation, Texas                    2005

 

Bisbee, Arizona                                                            2000-2005

Camp Verde Sanitary District                                       2006,2008

Casa Grande, Arizona                                                  2009

Chino Valley, Arizona                                                   2010

Chloride Domestic Water Improvement District             2003

Clarkdale, Arizona                                                        2005

Cottonwood, Arizona                                                    2004,2007,2009

Eagar, Arizona                                                              2006

Eloy, Arizona                                                                2007

Flowing Wells Improvement District, Arizona                2008

Holbrook, Arizona                                                        2004

Marana, Arizona                                                           2008,2009,2010

Patagonia, Arizona                                                        1999,2002

Payson, Arizona                                                            2006,2010

Prescott, Arizona                                                           2008

Quartzsite, Arizona                                                        2004,2009

Queen Creek, Arizona                                                   2004,2007

Safford, Arizona                                                            2006

San Luis, Arizona                                                          2002

Somerton, Arizona                                                 1999,2002,2005-2010

Tombstone, Arizona                                                       2001

Wellton, Arizona                                                            2003

Willcox, Arizona                                                            2002

Yuma, Arizona                                                               2007

 

Edmond, Oklahoma                                                        2010

Miami, Oklahoma                                                            2009

North Chicago, Illinois                                                     2001,2005

 Hot Springs, Arkansas                                                    2005,2009

North Little Rock Wastewater Utility, Arkansas               1999,2003,2006

 

Solid Waste and Stormwater – Rate Studies and Long Term Financial Plans

Duncanville, Texas                                                           2007

Hewitt, Texas                                                                  2010

Mercedes, Texas                                                             1999

San Luis, Arizona                                                            2003

Somerton, Arizona                                                           2006

 Miami, Oklahoma                                                           2009

 

Water/Wastewater – System Valuations and Acquisitions

Arlington, Texas                                                              1999,2001

Celina, Texas                                                                   2006

Gunter, Texas                                                                  2006

Taylor, Texas                                                                  1999

Rockwall, Texas                                                              2005

Trinity Water Reserve, Texas                                           2000

Avondale, Arizona                                                           2006

Chino Valley, Arizona                                                      2006

Marana, Arizona                                                              2009,2010

Mesa, Arizona                                                                  2010

Pine Strawberry Water Improvement District                    2009

Prescott, Arizona                                                              2006

Prescott Valley, Arizona                                                   1998

Queen Creek, Arizona                                                      2008

Show Low, Arizona                                                          2010

 North Chicago, Illinois                                                     2001

 

Water/Wastewater – Impact Fee Studies

East Medina County Special Utility District, Texas            2000

Harlingen, Texas                                                              2005

Laguna Madre Water District, Texas                      1993,1996,2000,2003

Los Fresnos, Texas                                                          2006

Mesquite, Texas                                                              1996

Somerton, Arizona                                                           2002

San Luis, Arizona                                                             2002

Wellton, Arizona                                                              2003

Prescott, Arizona                                                             2007

Yuma, Arizona                                                                 2004

Yuma, Arizona                                                                 2007

Hot Springs, Arkansas                                                      2005,2009

  

Water/Wastewater – Other Studies

City of Paris, Texas -- Campbell’s Soup Co. wholesale Contract Review/Negotiations.

City of Conroe, Texas – evaluation of proposed long-term wholesale contract.

Cities of Bellmead, Woodway and Hewitt, Texas – least cost alternative analysis and assistance with wholesale contract negotiations with city of Waco.

City of Lubbock, Texas – Analysis of reasonableness of rates for Franklin Water System – January 2002.

City of Rockwall, Texas – wholesale contract review -- 2005.

City of Whitehouse, Texas – advice and evaluation concerning wholesale water supply contract with City of Tyler – 2005-2006.

City of Miami, Oklahoma – Non-Rate Revenue Study – 2010.

City of Duncanville, Texas – water and wastewater cost allocation study – 2002.

City of Whitehouse, Texas -- economic analysis of potential acquisition of a water supply corporation 2006.

City of Midlothian, Texas – drought management plans – 2001.

City of Midlothian, Texas – assistance with wholesale contract negotiations, 2000-2001.

City of Arlington, Texas – Cost of Service Study for Non Water/Sewer Revenues – 1997.

City of Arlington, Texas – Lease vs. Purchase Analysis of City Fixed Assets – 1998.

City of Donna, Texas – water and wastewater affordability analysis – 2005.

Southmost Regional Water Authority – Economic and financial impact of proposed desalination treatment plant – 2001.

Texas Water Development Board Region M – Financial feasibility analysis of water resource alternatives – 2006.

Laguna Madre Water District -- Lost/Unaccounted for Water Study -- 1992.

Schertz Seguin Local Government Corporation – Assistance in Contract Negotiations with SAWS – 2010.

California-American Water Company – Reasonableness of Rate Structure for City of Thousand Oaks.   2003.

California-American Water Company – Reasonableness of Rate Structure for City of Felton -- 2004.

Forsyth County GA – business plan with extensive recommendations for managing unprecedented growth in volume and customer connections.  10 year projection of operating income – 1998.

City of Lakeland, FL – Valuation of wastewater reuse alternatives over 20 year timeframe.

Border Environment Cooperation Commission and City of Bisbee, AZ – wastewater system improvements plan – 2003.

Water Infrastructure Finance Authority of Arizona – evaluation of 40 year wastewater construction financing plan for Lake Havasu City, AZ – 2002.

Water Infrastructure Finance Authority of Arizona – comprehensive residential water and wastewater rate survey for the state of Arizona – 2004-2008.

 

 Expert Witness Testimony

City of Arlington, Texas -- Seven separate cost of service analyses and testimony in wholesale contract rate proceedings before TNRCC.  Largest ongoing wastewater rate dispute in Texas history.

Cameron County Fresh Water Supply District No. 1 vs. Town of South Padre Island (TNRCC Docket 30346-W) -- expert testimony on reasonableness of rate structure.

Cameron County Fresh Water Supply District No. 1 vs.  Sheraton Hotel/Outdoor Resorts (TNRCC Docket 95-0432-UCR) -- expert testimony on reasonableness of rate structure.

City of Celina, Texas – SOAH Docket 2003-0762-DIS – expert testimony on the proposed creation of a Municipal Utility District – 2004.

East Medina County Special Utility District – SOAH Docket 582-02-1255 – expert testimony on CCN application – 2003.

East Medina County Special Utility District – SOAH Docket 582-04-1012 – expert testimony on CCN application – 2004.

City of Karnes City – expert testimony on valuation of CCN before the Texas Commission on Environmental Quality.

Town of Little Elm, Texas – SOAH Docket 582-01-1618 – expert testimony on reasonableness of rate structure – 2001.

Schertz Seguin Local Government Corporation – expert testimony addressing application of San Antonio Water System for groundwater permits for Gonzalez County UWCD.

City of Ruidoso, New Mexico – expert testimony on reasonableness of Wastewater Rates – 2010.

City of Hot Springs, Arkansas – Expert Witness Testimony on Reasonableness of Solid Waste Rates – 2010.

Dallas County Water Control and Improvement District No. 6 (TNRCC Docket 95-0295-MWD) -- hearing on the merits for proposed wastewater treatment plant permit.

 

Telecommunications

 ·            City of Dallas, Texas – forecast of economic and financial construction and non-construction damages resulting from franchisee’s failure to fulfill terms of agreement – 2004

·            City of Dallas, Texas – financial evaluation and forecast of alternative wireless services contracts – 2003.

·            City of Dallas, Texas – evaluation and advice concerning VOIP contract with SBC – 2003.

·            Voice Web Corporation – economic/financial forecast and strategic plan for CLEC development – 2001.

·            United Telephone of Ohio -- pro forma forecast model forecasting the impact on financial statements of proposed changes in state telecommunications regulatory structures.  Model was used as the basis for privatization bids for Argentine and Puerto Rican Telephone Companies.

·            Bonneville Power Administration – Evaluation and financial forecast of Long-Term Fiber Optic Leasing operation -- 1999.

·            Bonneville Power Administration – Economics of Fiber Analysis -- 1999.

·            City of Portland, Oregon – Municipal Franchise Fee Review -- 2000.

·            U S West, Inc. -- Valuation Study and financial forecast of headquarters operation.  Used as basis for Partner’s allocated cost testimony before Public Utility Commissions in Washington and Utah.

·            City of Mesquite, Texas vs. Southwestern Bell Telephone Company (No. 3-89-0115-T, U.S. Federal Court Northern Texas) -- 18 year estimate of revenues excluded from municipal franchise fees by SWB.  Expert testimony on SWB accounting and franchise policies and Discovery disputes.

·            City of Port Arthur, et. al., vs. Southwestern Bell Telephone Company (No. D-142,176, 136th Judicial District Court of Beaumont, Texas) -- 20 year estimate of revenues excluded from municipal franchise fees by SWB.  Expert testimony on SWB accounting and franchise policies.  Case settled on first day of trial for approximately $30 million.                                                                                                                                                                                                             

·            Virgin Islands Telephone Company -- Business Interruption study assessing impact of Hurricane Hugo on company operations, outside plant, and total revenue.  Included valuation and 10 year financial forecast of revenues and expenses.

·            Southwestern Bell Telephone Company vs. City of Arlington, Texas (No. 3:98-CV-0844-X, U.S. Federal Court Northern Texas) -- 15 year estimate of access revenues excluded from  municipal franchise fees by SWB.  Expert testimony on SWB accounting and franchise policies.

·            Star-Tel -- Estimate of revenues lost due to rival’s unfair business practices.

·            Metro-Link Telecom vs. Southwestern Bell Telephone Company (No. 89-CV-0240, 56th Judicial District Court Galveston County Texas) -- 20 year pro forma model calculating lost revenue from the cancellation of a trunk line leasing contract.  The model formed the basis of a $5.7 million judgment against SWB.

·            Cities of Denton and Carrollton, Texas -- Review of municipal franchise fee payments by GTE. 

·            Winstar Gateway Network -- forecast of average lifespan per ANI for specific customer classes.

·            Complaint of the City of Denton against GTE Southwest, Inc.  (PUC Docket 14152)

·            GTE vs. City of Denton (No. 95-50259-367, 367th Judicial District Court of Denton County, Texas) -- 10 year estimate of revenues excluded from municipal franchise fees by GTE.

·            MAS vs. City of Denton, Texas (No. 99-50263-367, Judicial District Court of Denton County, Texas) – Testimony on reasonableness of franchise fee payment calculations.

·            Advisory Commission on State Emergency Communications -- Review of E911 Equalization Surcharge Payments by AT&T, ATC Satelco, and Lake Dallas Telephone Company.

·            Northern Telecom -- Projection of potential revenue generated from the long-term lease of DMS-100 switching units to Pacific Bell.

 

Regulated Utilities – USA and Pacific Rim

·            Commonwealth Utilities Corporation Saipan – water, wastewater and electric rate study – January 2006. 

·            Commonwealth Utilities Corporation Saipan – expert testimony before Commonwealth Public Utilities Commission on reasonableness of rate structure – 2010.

·            Palau Public Utilities Commission – Electric Rate Study – 2008.

·            City of Miami, Oklahoma – Electric, water and wastewater rate study – 2009.

·            American Samoa Power Authority – Electric, Water, Wastewater and Solid Waste Rate Study – 2009.

·            Bonneville Power Administration -- Participation in Average System Cost (ASC) Program, including proposed changes in ASC methodology.

·            Houston Lighting & Power -- Feasibility/Prudence analysis of South Texas Nuclear Project vs. alternate forms of energy.  Analysis formed the basis or partner’s expert testimony before Public Utility Commission of Texas.

·            Kansas Power & Light -- Analysis of proposed merger with two separate companies.

·            Greenville Electric Utility System -- Development of short-term cash investment policy in accordance with state law.

·            Horizon Communications – Business Plan Development, July 2000.

·         City of Mercedes, Texas – Economic Impact of New City Projects, August 2000. 

 

Private Sector Projects

 In his professional career, Mr. Jackson has held internal consulting positions as Senior Analyst for Texas Industries, Inc. (TXI -- 1985-1987) and Director -- Strategic Analysis for Associates First Capital Corporation (AFCC -- 1996-1997).  Highlights of his experience includes:

·            Responsible for special projects prepared at request of AFCC’s CFO and Corporate Controller.  Emphasis on International Strategic Planning.  Other projects include analyzing buyout/takeover targets, new product lines and market research.

·            Coordinated comprehensive strategic planning process for AFCC’s International Operations Division.  The plan addressed long term strategy for country expansion, receivables growth, human sources, operational control, and market research.  Engaged and directed the assistance of strategy consultants from Booz-Allen and Hamilton for input into the project. 

·            Designed and implemented comprehensive Multi-Level Country Analysis methodology identifying AFCC’s market potential in Asia, Pacific Rim, Latin America and Europe.  Methodology now serves as the analytical framework for company’s international expansion strategy. 

·            Prepared detailed market analyses and business plans for AFCC’s entry into several foreign countries.  Met with State and Commerce Department officials, countries’ regulatory officials, investment bankers and card issuers to procure the information and agreements required to implement the expansion.

·            Developed business plan for constructing gypsum wallboard plant in Arizona.  Projected demand for ten year period, total required capital expenditures, and product cost per unit.

·            Implemented acquisition of local ready-mix concrete producer and integration of operations into existing company structure. Managed credit department for subsidiary operation.

  

EDUCATION

 UNIVERSITY OF CHICAGO -- MBA, 1984

 ·            Specialization in Finance/Accounting.  Qualified to sit for CPA examination.

·            Active member of Oil and Energy Group.

 

UNIVERSITY OF CHICAGO -- BA, 1982

 ·         Major in Social Sciences.  Dean’s Honor List.

·         Varsity Football team.  Letterman. 

·         Psi Upsilon Fraternity.

·         Vice-Chairman, International Relations Council.

·         National Model United Nations. 

 

OTHER

 ·         Selected as member of Dallas United On-Loan Executive Task Force examining Dallas County Hospital District.  Made recommendations for saving $14 million by improving non-clinical operating efficiency and reducing expenses.  Commendations from Dallas United Executive Board, DCHD Board of Managers, and Dallas Chamber of Commerce Board of Directors. 

·         Member, American Water Works Association

·         National Association for Business Economics

·         Society of Government Economists

·         Chairman, Economic Development Subcommittee, City of Dallas, Texas, 1993-1995.

·         Commissioner, Community Development Commission, City of Dallas, Texas, 1993-1995.

·         Chairman, Governmental Budgets Committee, North Dallas Chamber of Commerce, 1994

·         Board of Directors, Southern Dallas Development Corporation, 1993-1994.

  

PUBLICATIONS/PRESENTATIONS/SEMINARS

  

Raising Water and Wastewater Rates – How to Maximize Revenues and Minimize Headaches – Arizona Small Utilities Association,  August 2002;  Texas Section AWWA, April 2003.

 

Wholesale Providers and the Duty to Serve:  A Case Study – Water Environment Federation, September 1996.

Lease vs. Purchase – A Guideline for the Public Sector – Texas Town and City, March 1998.

An Introduction to Lease vs. Purchase – Texas City Managers Association – May 1998.

Technische Universiteit Delft – Delft Netherlands -- Annual Infrastructure Conference – May 2000, 2001.

The US Water Industry – A Study in the Limits of Privatization -- Technische Universiteit Delft – Delft Netherlands – March 2007.

The New Information Economy: Opportunity or Threat to the Rio Grande Valley? –  Rio Grande Valley Economic Summit -- Oct 2000.

 

The Financial Benefits of Regionalization – A Case Study – Texas Water Development Symposium – September 2010.

 

LIST OF PROFESSIONAL REFERENCES