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 Wasco: Water Fund
๏ 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;
๏ City of Sanger
Strategic Plan and Community Outreach Program
๏ City of Bell (Pro Bono) Council Goal-Setting Process
๏ City of Pismo Beach
Council Goal-Setting Process Overview
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)
๏ Purchasing System Assessment: City of Camarillo
๏ General Fund Reserve Policy: City of Carpinteria
๏ 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 (other than reserves, see above): City of Carpinteria
๏ Budget and Fiscal Policies (including reserves): City of Shafter
๏ Budget and Fiscal Policies (including reserves): City of Wasco
๏ Budget and Fiscal Policies (including reserves): 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 Preparation Advisor: City of Wasco
๏ 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