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25B - AGMT WATER AND SEWER COSTS STUDY
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25B - AGMT WATER AND SEWER COSTS STUDY
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Last modified
6/28/2018 6:00:00 PM
Creation date
6/28/2018 5:58:12 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Public Works
Item #
25B
Date
7/3/2018
Destruction Year
2023
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Education <br />Master of Science in Finance, 2017, <br />Florida State University, Tallahassee, <br />FL <br />Bachelor of Science in Finance, 2016, <br />Florida State University, Tallahassee, <br />FL <br />Specializations <br />Long -Term Financial Plan Development <br />Rate Studies <br />System Valuation & Feasibility Analysis <br />Utility Implementation <br />Reserve Fund Balance Projections <br />Customer, Demand, and Revenue <br />Forecasts <br />Katie Morrissey <br />Financial Analyst <br />Ms. Morrissey is a financial analyst for Stantec with experience in <br />populating and customizing the long-term financial planning modules <br />of our FAMS-XL modeling system. She has superior financial, <br />business and analytical skills and has provided our clients with <br />exemplary financial analysis based on application of sound financial <br />and economic concepts. <br />Project Experience <br />Collier County, FL <br />Ms. Morrissey serves as the Project Analyst for the implementation of a <br />Slonnwaler utility in Collier County. Using our financial model, she is <br />developing several multi-year financial management plans corresponding <br />to the level of stonnwaler management the County needs, which we are <br />reviewing in interactive work sessions with County staff. <br />Pasco County, FL — FGUA Lindrick System <br />Ms. Morrissey serves as the Project Analyst for the valuation of FGUA <br />Lindrick Utility system that Pasco County is Intending to acquire. This <br />Includes the development of a model with three different methods of <br />valuation analysis and several acquisition funding options that are being <br />reviewed during interactive work sessions with County staff. <br />City of Burlington, NC <br />Ms. Morrissey has served as the Project Analyst for the City during which <br />she conducted a revenue sufficiency analysts for the water and sewer <br />system. Using our financial model, she developed several multi-year <br />financial management plans through the construction of a scenario cost <br />analysis related to the funding of the City's capital Improvement program <br />and corresponding water and sewer rate adjustment plans. She also <br />participated In interactive work sessions to review the analyses with City <br />staff. <br />Prince William County Service Authority, VA <br />Ms. Morrissey has served as the Project Analyst for a fund balance study <br />for the Authority, in which she developed a multi-year target reserve fund <br />balance range model. This includes a detailed analysis of the Authorilys <br />water and sewer fixed assets and associated cost characteristics, which <br />have been reviewed with Authority staff. <br />City of Salve Ana, California I Waler and Sewer Enteryrue Cost of Service Study <br />25B-53 <br />Stankc 30 <br />
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