๏  Trainer

EXPERIENCE

Experience


William C. Statler ๏ 124 Cerro Romauldo Avenue San Luis Obispo CA 93405 US ๏  805.544.5838 ๏ bstatler@pacbell.net


The following summarizes consultant assignments. In most cases the final report is on-line and can be downloaded by clicking on the underlined report.


FISCAL FORECASTS AND LONG-TERM FINANCIAL PLANS

๏  City of Salinas
๏  City of Camarillo
๏  City of Carpinteria
๏  City of Grover Beach
๏  City of Pismo Beach
๏  City of Twentynine Palms
๏  City of Bell
๏  Bear Valley Community Services District

STRATEGIC PLANNING AND COUNCIL GOAL-SETTING
In collaboration with the HSM Team

๏  City of Monrovia

      Strategic Plan and Community Outreach Program;

     Community Outreach Results

๏  City of Sanger

     Strategic Plan and Community Outreach Program

     Community Outreach Results

     Final Goals

๏  City of Bell (Pro Bono) Council Goal-Setting Process
๏  City of Pismo Beach

    Community Outreach Results

    Final Goals

๏  City of Willits

    Council Goal-Setting Process Overview

    Final Goals


ORGANIZATIONAL ANALYSIS AND POLICY ADVICE

๏  Financial Management Practices Review: City of Monterey
๏  Financial Management Advice During Finance Director Transition: City of Monterey

๏  Organizational Review (Plans/Public Works and Community Services): City of Monterey

๏  Finance Department Organization, Policies and Practices Review: City of Wasco

๏  Finance Organizational Review: Ventura Regional Sanitation District
๏  Finance Organizational Review: Sacramento Metropolitan Fire District
๏  Organizational Assessment: City of Willits (in collaboration with the HSM Team)
๏  Finance Department Organizational Review: City of Ceres (in collaboration with national              consulting firm)
๏  General Fund Reserve Policy: Town of Los Gatos
๏  General Fund Reserve Policy: City of Pacific Grove
๏  General Fund Reserve Policy: City of Lompoc
๏  General Fund Reserve Policy: City of Twentynine Palms
๏  General Fund Reserve Policy: City of Willits

๏  Budget and Fiscal Policies: City of Shafter

๏  Budget and Fiscal Policies: City of Bell (Pro Bono)
๏  General Fund and Other Funds Reserve Policy: State Bar of California
๏  Budget and Fiscal Policies (including reserves): City of Santa Fe Springs   
๏  Financial Management Improvements: City of Capitola
๏  Benchmark Analysis: City of Capitola
๏  Pro Bono Financial Management Transition Team and Policy Advice: City of Bell
๏  Preparation for Possible Revenue Ballot Measure: City of Monterey
๏  Fund Accounting Review: State Bar of California
๏  Construction Project Contracting Review: Central Contra Costa Sanitary District
๏  Focused Financial Review: City of Watsonville
๏  Financial Assessment: City of Guadalupe
๏  Financial Condition Assessment: City of Grover Beach

INTERIM FINANCE DIRECTOR

๏  City of Monterey
๏  San Diego County Water Authority
๏  City of Capitola

OTHER FINANCIAL AND MANAGEMENT SERVICES

​๏  Budget Preparation Advisor: CIty of Shafter 
​๏  Budget Document and Process Review: City of Madera
๏  Revenue Options Study: Santa Clara Valley Water District  
๏  Revenue Options Study: City of Greenfield
๏  Revenue Options Study: City of Pismo Beach
๏  Cost Allocation Plan: City of Greenfield
๏  Cost Allocation Plan: City of Guadalupe
๏  Cost Allocation Plan: City of Port Hueneme
๏  Cost Allocation Plan: City of Grover Beach
๏  Cost Allocation Plan Review: State Bar of California
๏  Cost Allocation Plan Review: City of Ukiah
๏  Disciplinary Proceedings Cost Recovery Review: State Bar of California
๏  Water and Sewer Rate Reviews: Avila Beach Community Services District
๏  Water and Sewer Rate Reviews: City of Grover Beach 
๏  Solid Waste Rate Review: Cambria CSD and Cayucos Sanitary District   
๏  Solid Waste Rate Review: County of San Luis Obispo, Los Osos and North County Areas  
๏  Solid Waste Rate Review: Cities of Arroyo Grande, Grover Beach, Pismo Beach and

    Oceano Community Services District

๏  CSMFO Certificate Program Review: Phase 1A Assessment and Phase 1B Assessment