Utility Valuation Expert List and Filing Guidance

Filing Guidance for Persons Seeking to be Utility Valuation Experts

Per the Commission’s latest order in Docket No. W-100, Sub 60A, below is the current list of utility valuation experts accepted by the Commission to perform the water and wastewater system appraisals required by N.C. Gen. Stat. § 62-133.1A.


Expert Name Licenses Company Address Phone Email Order Date
Gerald C. Hartman PE, ASA, BCEE Hartman Consultants, LLC 637 North Park Avenue,
Winter Park, FL 32789
407-341-0970 gerry@hartmanconsultant.com 4/23/21
Dylan W. D'Ascendis CVA, CRRA ScottMadden Management Consultants, ScottMadden, Inc. 1900 West Park Drive, Suite 250,
Westborough, MA 01581
609-680-8695 ddascendis@scottmadden.com 4/23/21
John Mastacchio ASA, CFA, PE Raftelis Financial Consultants, Inc. 227 West Trade Street, Suite 1400,
Charlotte, NC 28202
407-961-6702 N/A-contact Steven McDonald 4/23/21
Steven McDonald CVA Raftelis Financial Consultants, Inc. 228 West Trade Street, Suite 1400,
Charlotte, NC 28202
407-961-6702 smcdonald@raftelis.com 4/23/21
Mike Lane ASA NewGen Strategies & Solutions, LLC 112 Westwood Place Suite 165 Brentwood, TN 37027 615-970-7875 mlane@newgenstrategies.net 10/6/21
Zachary Wright ASA NewGen Strategies & Solutions, LLC 112 Westwood Place Suite 165 Brentwood, TN 37027 615-645-4846 zwright@newgenstrategies.net 10/6/21
Nancy Heller Hughes ASA, CDP NewGen Strategies & Solutions, LLC 112 Westwood Place Suite 165 Brentwood, TN 37027 425-605-5332 nhughes@newgenstrategies.net 10/6/21
Grant Rabon ASA NewGen Strategies & Solutions, LLC 112 Westwood Place Suite 165 Brentwood, TN 37027 512-900-8232 grabon@newgenstrategies.net 10/6/21
Harold Walker, III CRRA Gannett Fleming Valuation and Rate Consultants, LLC 1010 Adams Avenue, Audubon, Pennsylvania 19403-2402 610-783-3875 hwalker@gfnet.com 10/6/21
Joseph Batis MAI, AI-GRS, R/W-AC Utility Valuation Experts, Inc. 313 N. Chicago Street, Joliet, Illinois 60432 888-416-3797 joe@utilityvaluationexperts.com 10/6/21

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