๏  Trainer

Experience


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


EXPERIENCE

​​CONSULTANT SERVICES


The results from many of the assignments are on-line: just click the link.


Strategic Plans, Fiscal Forecasts and Long-Term Financial Plans


๏   City of Monrovia: Strategic Planning (in collaboration with the HSM Team)               
     -  
Community Outreach Results
     -  
Strategic Planning Process


๏   City of Sanger: Strategic Planning (in collaboration with the HSM Team)               
     -   Community Outreach Results
     -   Strategic Planning Process

      -   Goal-Setting Results


๏   City of Willits: Council Goal-Setting (in collaboration with the HSM Team)

     -   Goal-Setting Results

     -   Goal-Setting Process Overview

      

๏   City of Bell: Council Goal-Setting and Long-Term Financial Plan


๏   City of Salinas: Long-Term Financial Plan


   City of Camarillo: Long-Term Financial Plan:


๏   City of Carpinteria: Long-Term Financial Plan


๏   City of Grover Beach: Long-Term Financial Plan


๏   City of Twentynine Palms: Long-Term Financial Plan

 

๏   City of Pismo Beach: Long-Term Financial Plan Update


๏   City of Pismo Beach: Long-Term Financial Plan


๏   Bear Valley Community Services District: Long-Term Financial Plan


Organizational Analysis and Policy Advice


๏   Pro Bono Financial Management Transition Team, Organizational Review and

     Policy Advice: City of Bell

     -   Budget Process
     -  
Goal-Setting Process 
     -  
Budget and Fiscal Policies


๏   Finance Organizational Review: Ventura Regional Sanitation District

  

๏   Preparation for Possible Revenue Ballot Measure: City of Monterey


๏   Fund Accounting Review: State Bar of California


๏   Financial Assessment: City of Guadalupe 


๏   Organizational Review: City of Willits (in collaboration with the HSM Team)


๏   General Fund Reserve Policy: City of Lompoc


  General Fund Reserve Policy: City of Willits


๏   Benchmark Analysis: City of Capitola


๏   Finance Management Improvements: City of Capitola


๏   Finance Division Organizational Review: Sacramento Metropolitan Fire District


๏   Finance Department Organizational Review (in collaboration with national

     consulting firm): City of Ceres


Interim Finance Director


๏   City of Monterey

๏   City of Capitola

๏   San Diego County Water Authority


Other Financial Management Services


   Water and Sewer Rate Review: Avila Beach Community Services District

      -   Supplemental Rate Review

      -   Low Income Customer Rate Assistance Program  

       

๏   Revenue Options Study: City of Greenfield


๏   Revenue Options Study: City of Pismo Beach


๏   Solid Waste Rate Review: County of San Luis Obispo (Los Osos Area) 
                   
๏   Solid Waste Rate Review: Cities of Arroyo Grande, Grover Beach, Pismo Beach

     and Oceano Community Services District: 2015


     Interim Year Rate Review: 2014


๏   Cost Allocation Plan Review: State Bar of California


๏   Cost Allocation Plan: City of Greenfield  


๏   Cost Allocation Plan: City of Guadalupe


๏   Cost Allocation Plan (2014-15): City of Port Hueneme


๏   Cost Allocation Plan (2003-05): City of Port Hueneme


๏   Cost Allocation Plan (2001-03): City of Port Hueneme


๏   Cost Allocation Plan Review: City of Ukiah 


๏   Water and Sewer Rate Reviews: City of Grover Beach


๏   Financial Condition Assessment: City of Grover Beach


๏   Cost Allocation Plan: City of Grover Beach