CONSULTING EXPERIENCE

Mr. Jackson has over 20 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.   His experience is summarized as follows:

 

Water/Wastewater/Solid Waste

• Commonwealth Utilities Corporation Saipan – water, wastewater rate study – January 2006
• City of Allen, Texas – water and wastewater rate study – completed March 2007
• City of Celina and Gunter, Texas – economic analysis of potential acquisition of a special utility district – March 2006.
• City of Whitehouse, Texas – advice and evaluation concerning wholesale water supply contract with City of Tyler – 2005-2006.
• City of Whitehouse, Texas-- economic analysis of potential acquisition of a water supply corporation – March 2006.
• City of Oak Point, Texas – wastewater rate study – March 2006.
• Town of Hackberry, Texas – water and wastewater rate study – February 2006.
• City of Yuma, Arizona – water and wastewater rate and impact fee study – completed December 2006.
• City of Avondale, Arizona – valuation of water company for acquisition – June 2006.
• City of Safford, Arizona– water and wastewater rate and impact fee study –  completed December 2006.
• Camp Verde Water Company – water company valuation – 2006
• Town of Eagar, Texas -  water rate analysis – January 2007
• Town of Florence, Arizona – water company acquisition cash flow analysis
• City of Cottonwood, Arizona– impact fee study – March 2007
• North Little Rock Wastewater Utility- rate study update – 2007 in progress
• City of Troup, Texas– water and wastewater rate analysis – February 2007
• City of Prescott – Chino Valley-connection valuation – 2007 - in progress
• City of Midlothian, Texas– fire department service area cost of service analysis – 2007 in progress
• City of Rockwall, Texas – wholesale contract review and CCN valuation – June 2005.
• Cities of Bellmead, Woodway and Hewitt, Texas – least cost alternative analysis and assistance with wholesale contract negotiations with city of Waco – ongoing.
• City of Duncanville, Texas – water and wastewater rate study – June 2002.   Update completed in July 2003.
• City of Duncanville, Texas – water and wastewater cost allocation study – June 2002.
• City of DeSoto, Texas – water and wastewater rate study update – 2006.
• City of Paris, Texas -- Campbell’s Soup Co. wholesale Contract Review/Negotiations.
• Town of Little Elm, Texas – Water and Wastewater Cost of Service Rate Study – December 2001.  Updated for FY 2004, Updated for FY 2006
• Town of Little Elm, Texas – SOAH Docket 582-01-1618 – expert testimony on reasonableness of rate structure – September 2001.
• City of Celina, Texas – SOAH Docket 2003-0762-DIS – expert testimony on the proposed creation of a Municipal Utility District – July 2004.
• Town of Prosper, Texas – water and wastewater rate study – May 2005.
• City of Midlothian, Texas – water and wastewater rate study – January 2000.  Updated rate and revenue forecasts provided to staff and Council in FY 2001, FY 2002, FY 2003, FY 2004 and FY 2005, 2006.
• City of Midlothian, Texas – drought management plans – March 2001.
• City of Midlothian, Texas – assistance with wholesale contract negotiations, 2000-2001.
• City of Midlothian, Texas – water and wastewater recommendations for FY 2002.
• 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.
• City of Arlington, Texas – Cost of Service Study for Non Water/Sewer Revenues – December 1997.
• City of Arlington, Texas – Lease vs. Purchase Analysis of City Fixed Assets – September 1998.
• City of Arlington, Texas – System Valuation – February 1999, January 2001.
• City of Venus, Texas – Water and Wastewater Rate Analysis – March 2005.
• Aqua Water Supply Corporation – Water Rate Study and Ten Year Forecast – November 2003.
• City of Lubbock, Texas – Analysis of reasonableness of rates for Franklin Water System – January 2002.
• City of Harlingen, Texas – Water and Wastewater Impact Fee Study – February 2005.
• North American Development Bank and City of Mercedes, TX – water and wastewater rate study – January 1999. Update completed in October 1999.
• North American Development Bank and City of Mercedes, TX – sanitation fee calculation model – November 1999.
• City of Mercedes, Texas – Water and Sewer Rate Study – September 2001, August 2003.
• City of La Villa, Texas – Water and Sewer Rate Study – 2004.
• City of Groesbeck, Texas – Water and Sewer Rate Study – November 2001.  Update in March 2004.
• West Harris County Regional Water Authority – Water Cost of Service rate study and 40 yearwater rate forecast model – June 2003. 
• City of Donna, Texas – water and wastewater rate study – 2005, updated 2006.
• City of Donna, Texas– NAWSC Wholesale WW rate – in progress
• City of Donna, Texas – water and wastewater affordability analysis – May 2005.
• Southmost Regional Water Authority – Economic and financial impact of proposed desalination treatment plant – May 2001.
• Southmost Regional Water Authority – Water rate study and long-term financial plan – 2005. 
• Texas Water Development Board Region M – Financial feasibility analysis of water resource alternatives – in progress.
• City of Taylor, Texas – System Valuation – April 1999.
• Laguna Madre Water District (Port Isabel – South Padre Island, Texas)  -- Water and Wastewater Rate Study -- September 1991, September 1993, May 1999.
• Laguna Madre Water District -- Lost/Unaccounted for Water Study -- January 1992.
• Laguna Madre Water District -- Connection Fee Study -- December 1993, updated September 1996, May 2000, October 2003, 2005, 2007.
• 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.
• East Medina County Special Utility District – Water and Connection Fee Study – June 2000.
• East Medina County Special Utility District – SOAH Docket 582-02-1255 – expert testimony on CCN application – January 2003.
• East Medina County Special Utility District – SOAH Docket 582-04-1012 – expert testimony on CCN application – in progress.
• North American Development Bank and City of Raymondville, TX – water and wastewater rate study – August 2001.
• Port of Houston Authority – wastewater cost of service rate study and model – June 2001.
• City of North Chicago, Il – Privatization analysis and bid preparation for  Great Lakes Naval Training Center Water and Sewer facilities – June 2001.
• City of North Chicago, Il  – water and wastewater rate study – August 2001.
• City of Prescott Valley, AZ – Feasibility analysis of the potential acquisition by the town of a private water supply corporation – September 1998.
• Trinity Water Reserve – valuation of water canal system and water rights – September 2000.
• City of Hot Springs, Arkansas – Wastewater Cost of Service Study and Impact Fee Study – in progress.
• North Little Rock Wastewater Utility – Sewer Cost of Service Rate Study – June 1999, August 2003.
• California-American Water Company – Reasonableness of Rate Structure for  City of Thousand Oaks.  October 2003.
• California-American Water Company – Reasonableness of Rate Structure for City of Felton.  July 2004.
• Forsyth County GA – business plan with extensive recommendations for managing unprecedented growth in volume and customer connections.  10 year projection of operating income – July 1998.
• City of Lakeland, FL– Valuation of wastewater reuse alternatives over 20 year timeframe.
• City of Kaufman, Texas-- Water and Wastewater Rate Study - December 1994.
• City of Paris, Texas -- Review and Adjustment of Wastewater Rates -- August 1995.
• City of Lewisville, Texas -- Development of fully-automated Water and Wastewater Rate Model.
• City of Mesquite, Texas – Water and Sewer Impact Fees – Summer 1996.
• Dallas County Water Control and Improvement District No. 6 (TNRCC Docket 95-0295-MWD) -- hearing on the merits for proposed wastewater treatment plant permit.
• North American Development Bank and City of Somerton, AZ – water and wastewater rate study – January 1999.  Updates completed in July 2000 and June 2002.
• North American Development Bank and City of Somerton, AZ – impact fee study – Dec 2002.
• North American Development Bank and City of San Luis, AZ – water and wastewater rate study – June 2002.
• North American Development Bank and City of San Luis, AZ – impact fee study – June 2002.
• North American Development Bank and Town of Wellton, AZ – water rate and impact fee study – Aug 2003.
• North American Development Bank and City of Patagonia, AZ – water and wastewater rate study – October 1999.  Update in November 2002.
• North American Development Bank and City of Bisbee, AZ – wastewater rate study – December 2000. Continual updates throughout past 4 years as sewer improvement project progresses.
• City of Yuma, Arizona – limited area Transportation Impact Fee Study – June 2004.
• Border Environment Cooperation Commission and City of Bisbee, AZ – wastewater system improvements plan – July 2003.
• North American Development Bank and Tornillo Water Control and Improvement District – water and wastewater rate study – June 2002.
• City of Tombstone, Arizona – water and wastewater cost of service rate study – November 2001.
• City of Holbrook, Arizona – water and wastewater cost of service rate study – in progress.
• City of Cottonwood, Arizona – water rate study – June 2004.
• Town of Clarkdale, Arizona– water rate study – June 2005.
• Town of Queen Creek, Arizona– wastewater rate study – December 2004.
• Town of Queen Creek, Arizona– valuation of water company for potential acquisition – in progress.
• City of Quartzsite, Arizona – water rate study – December 2004.
• Water Infrastructure Finance Authority of Arizona – evaluation of 40 year wastewater construction financing plan for Lake Havasu City, AZ – June 2002.
• Water Infrastructure Finance Authority of Arizona – comprehensive residential water and wastewater rate survey for the state of Arizona – June 2004.  Updated September 2005 and December 2006.
• City of Yuma, AZ – Limited Area Transportation Impact Fee Study – in progress.
• Chloride Domestic Water Improvement District – water rate study – June 2003.
• Pine-Strawberry Water Improvement District – valuation of water company – October 2003.

 

Regulated Utilities

•  Commonwealth Utilities Corporation Saipan – Electric rate study – January  2006
• Hilco United Electric Cooperative – Rate Study – October 2006
• 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. 

 

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 – in progress.
• City of Dallas, Texas– financial evaluation and forecast of alternative wireless services contracts – August 2003.
• City of Dallas, Texas– evaluation and advice concerning VOIP contract with SBC – December 2003.
• Voice Web Corporation – economic/financial forecast and strategic plan for CLEC development – April 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.  February 1999.
• Bonneville Power Administration – Economics of Fiber Analysis, September 1999.
• City of Portland, Oregon– Municipal Franchise Fee Review, February 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.

 

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. 

 

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.

Technische Universiteit Delft– Delft Netherlands – Privatization Symposium – March 2007

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

 

LIST OF PROFESSIONAL REFERENCES

Mr. Ricardo Garcia
City Manager
City of Mercedes
PO Box 837
Mercedes TX  78570
(956) 565-3114

       

Mr. Peter Haskel
Assistant City Attorney
City of Dallas
1500 Marilla  7/B/North
Dallas, Texas  75201
(214) 670-3038
peter.haskel@dallascityhall.com

 

Mr. Patrick Lindner
Davidson & Troilo
7550 IH-10 West,  Ste. 800
San Antonio, TX  78229
(210) 349-6484
plindner@davidsontroilo.com

 

Ms. Jimmie McClure
Director of Finance
City of Midlothian
104 W. Avenue E
Midlothian, TX  76065
(972) 775-3481
jimmie.mcclure@midlothian.tx.us

 

Mr. Michael Neese
Assistant Manager
Aqua Water Supply Corporation
415 Old Austin Hwy.  Drawer P
Bastrop, TX  78602
(512) 303-3943
mneese@aquawsc.com

 

Mr. Bill Norris
NRS Consulting Engineers
1222 E. Tyler  Ste. C
Harlingen TX  78551
(956) 423-7409
bnorris@nrsengineers.com

 

Prof. William H. Melody
c/o CICT
Technical University of Denmark
2800 Kgs. Lyngby
Denmark
011-45-4525-5142
melody@lirne.net

 

Mr. Mark Reader
Stone & Youngberg, LLC
2375 E. Camelback Rd,  5th Floor
Phoenix, AZ  85016
(602) 387-5188
mreader@syllc.com

 

Mr. Jay Spector
Executive Director
Water Infrastructure Finance Authority of Arizona
1110 W. Washington Ste. 290
Phoenix  AZ  85007
(602) 364-1310
jspector@azwifa.gov

 

Mr. Frank Trando
Director of Finance
City of Duncanville
203 E. Wheatland Rd.
Duncanville, TX  75138
(972) 780-5005
ftrando@ci.duncanville.tx.us

 

Ms. Patricia Young
CNMI Program Manager
Environmental Protection Agency
75 Hawthorne St.
San Francisco, CA  94105
(415) 972-3775
young.patricia@epa.gov