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HomeMy WebLinkAbout1999-08-17; City Council; 15368; Design Review Board AppointmentCIT- OF CARLSBAD - AGENT BILL w DEPT. HD. DESIGN REVIEW BOARD APPOINTMENT CITY AT TV& - CITY MGR.~ RECOMMENDED ACTION: Adopt Resolution No. qvsm appointing one member to serve on the Design Review Board, as a Village Business Owner representative. ITEM EXPLANATION: The composition of the Design Review Board, in accordance with Chapter 2.26 of the Carlsbad Municipal Code, consists of: two (2) Planning Commissioners, one (1) Village Redevelopment Area property owner, one (1) Village Redevelopment Area business owner, and one (1) general member. All members of the Design Review Board must also be residents of the City of Carlsbad. Gene Forsyth, the Village Redevelopment Area business owner, has resigned from the Design Review Board, effective May 21, 1999. The term vacated by Mr. Forsyth expires in October, 2000. Therefore, another Village Redevelopment Area business owner must be appointed to fill the remainder of the term. Current members of the Design Review Board are: Bill Compas, Courtney Heineman, Sarah Marquez, and Harriet Marois. NOTE: Members of the Design Review Board are subject to the provisions of the Political Reform Act, and must file Statefients of Economic Interests. EXHIBITS: 1. Resolution No. q? c m , appointing one member to the Design Review Board, as a Village Redevelopment Area business owner. 2. Letter of resignation from Eugene Forsyth. 3. Copies of applications received in calendar year 1999. RESOLUTION NO. 99-300 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, APPOINTING MEMBERS TO THE CARLSBAD DESIGN REVIEW BOARD WHEREAS, Gene Forsyth, who served as the Village Redevelopment Area business owner on the Design Review Board, has resigned; and WHEREAS, the vacated term on the Design Review Board expires in October, 2000; NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows: 1. That the above recitations are true and correct. 2. That the following person is hereby appointed as the Village Redevelopment Area business owner representative to the Design Review Board for a term expiring in October, 2000: Tony Lawson PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 17 day of Ausust , 1999, by the following vote, to wit: AYES: Council Members Lewis, Nygaard, Finnila, Hall & Kulchin NOES: None ABSENT: None ATTEST: I HA L.~I!%&KR&Z, City Clerk (SEW KAREN R. KUNDTZ, Assistant City Clerk 65/20/1999 23: 34 7684341978 GENE FORSYTH - FOMYTH & ASSOCIATES INSURANCE AGENCY 2740-A Roosevelt Street Carlsbad, CA 92008 760 434-1979 PAGE 81 May 20, 1999 Mayor Claude Lewis 1200 Carlsbad Village Drive Carlsbad, CA 92008 Dear Mayor Lewis: Due to an unexpected early closing on the sale of my property in Carlsbad and my move from the City, I must resign my position on the Design Review Board effective S/2 l/99. My family and I will continue our business in Carlsbad, but now reside out of the City. We will always be supportive to Carlsbad and remain involved in the issues of the City and the Village. I have enjoyed serving on the Design Review Board and will miss the opportunity and challenge of continued service. I wish you, our Council and City Staff the very best of continued success. & c ‘& 6-a -79 c ->&&&, c.,?AL+p APPUCATION FOR APPOINTME~ BOARD(S) AND/OR COMMTSSIONfS) (Please print or tjpe.) NAME(S) OF BOARD(S) AND/OR COMMISSION(S) IN WHICH INTERESTED: bpt3 - lIZk&h k&w boa-- ct NAME: AH&o&q C-bJ LEkNom ADDRESS: z-1+5 d-tiad Aw.. ‘r , CITY: CAVL*Ibd ZIP CODE: %Q% HOME PHONE: --l60/4s~- p?7&2 PRESENT OCCUPATION: /.,aA&j~Sp*- AvcLL~ BUSINESS NAME: _ APL %fifi& A . 4 ewh5rz PC/ I BUSINESS ADDRESS: zs-zq Ci-M-c &P44 _ hAc c , ca”LQ WORK PHONE: 760/75x - (36337 U. S. Citizenship (required ICV ell ~ppdntmenp~~) >G Yes No Resident of Carlsbad ~eteronce gti b residents) Registered voter in Carl&ad (w~lrsd for SW ~wnm~&o@ x Ye8 No x Yes No I am familiar with the responsibilitik assigned to the Board(s) or Commission(s) on which I wish to serve; . I am wtlllng to IIle financial disclosure statements as required by the State’s or City% Confflct of Interest codes; I am willing to be interviewed regarding my qualifications for appointment by a committee designated bAthe City Council or at the request of an individual Council Member. SIGNATUR DATE: v-z??-ql / (Conthued on reverse side) EDUCATIOI’J EXPElWJNCE . \ om -tl, QVb ;tc F I % -&A- GQZ a p-zm-ev &s&j-- tqq2 - I??& - -‘I hue. W-Ltt,, $v.l it9avltccQ LJL) b+\? b~&lti- bew-va& COMMUNIW ACTIVITIES 0 Q32/~ 4 &La (2tmvuL,,‘, y PI UC2 - ppt 3 . 2-G c45w~rn.v l/z+uJ&C ADDITIONAL INFORMATION OR COMMENTS APPLICATION FOR APPOINTMENT BOARD(S) AND/OR COikf.MISSION(S) (Please print or type) NAME(S) OF BOARD(S) AND/OR COMMISSION(S) IN WHICH INTERESTED: 3 NAME: Tom McMahon ADDRESS: 4028 Park Dr. CITY: Carlsbad ZIP CODE: 92008 HOME PHONE: (760) 729-3944 PRESENT OCCUPATION: Commercial Mortnane Loan Consultant BUSINESS NAME: Rea18.Estate Services GrouD BUSINESS ADDRESS: 1015 Chestnut Ave.. D-7 WORK PHONE: (760) 720-2460 U. S. Citizenship (required for all appointments) X Yes No Resident of Carlsbad (required for all appointments) ’ X Yes No Registered voter in Carlsbad (required for all appointments) X Yes No I am familiar with the responsibilities assigned to the Board(s) or Commission(s) on which I wish to serve. I am willing to be interviewed regarding my qualifications for appointment by a committee designated by the City Council or at the request of an individual Council Member. I am willing to file financial disclosure statements as required by the state’s or city’s Conflict of Interest codes. / SIGNATURE: /mm ’ DATE: ;,f-L7 -?f Upon completion of your application, please mail or deliver the application to the following address: City Clerk’s Office City Hall 1200 Carlsbad Village Drive Cnrlchnrl C1 9%Vk’? EDUCATION: 1966 - San Francisco State College, Bachelor OS Science u degree, Major in Finance. 1978-1979 - The Institute of Financial u Education, School for Executive Develoument. University of Wasthingtan, graduated 1979. 1968-1982 - University of Caliornia at San Dieno I Extension Division "UCSD,.Advanced Certificate in Real Estate" 1982. EXPERIENCE: See attached qualifications. COMMU~~ACTMTIES: Car%sbad:Village Business Association - Treasurer (1998-1999). Carlsbad Soccer Club - Past President (1980-82) Coach (1979-1989). Carlsbad National Little League - As- C& x I ADDITIONAL INFORMATION OR COMMENTS: 1 have been the Attorney-in-F&t since September, 1993, for Marjorie A. Dunham, Trustee .t of the "Dunham Family Trust", that owns the Carl&ad Vil&&Cheatre- 1 manage all OwnershiD asuerts nf the t&ajze property- T am familiar with the Village Redevelopment Plan and its goals. TOM MCMAHON 1015 Chestnut Avenue Suite D-2 Carlsbad, CA 92008 Bus. (760) 720-2460 FAX (760) 720-2463 QUALIFICATIONS Principal Real Estate Services Group, Carlsbad, California 2-l-98 to Present Mr. McMahon has more than 25 years of appraisal, loan underwriting, problem loan restructuring, REO workout and Partnership liquidation experience with major financial institutions and government agencies. His clients have included; Eureka Savings, HomeFed Bank, FSLIC, Home Capital Corporation, American Savings, RTC, National Stonehenge, FDIC and Midland Loan Service. Mr. McMahon currently provides real estate consulting services to mortgage lenders, mortgage servicers, and private parties in commercial real estate lending matters. The property types include; multifamily, office, warehouse/distribution, industrial, mobile home parks, shopping centers, hotels and special purpose properties. These consulting services vary in scope from loan underwriting analysis and field diligence on individual loans, or loan portfolios to mortgage brokerage services and secondary mortgage market sales. Regional Manager National Stonehenge Corporation, Carlsbad, California 12-1-89 to 2-l-98 During 1996-97, Mr. McMahon was Stonehenge’s Project Manager for the acquisition diligence on several non-performing whole loan assets and two significant loan portfolios (performing and non-performing loans) for Stonehenge’s investors. Mr. McMahon supervised the on-site file review, database input and classification of each loan asset for pricing. The foregoing portfolios were comprised of commercial loans in the Southeastern U.S. with a concentration in the states of Florida and Texas. In 1995, Mr. McMahon completed his long-term assignment as the Business Consultant on the RTC’s Newport Beach Special Workout Asset Team (SWAT) assigned to the Liberty Service Corporation’s limited partnership interest in the Essex Investments L.P. Liberty Service Corporation is a former subsidiary of Columbia Saving in It-vine, California. The Essex portfolio consisted of multifamily, warehouse, office and a large urban redevelopment property. The total valuation was in excess of $120 million. Mr. McMahon negotiated and directed the documentation for a consensual early liquidation of the Essex partnership. This partnership liquidation began in September 1995 and was completed in July 1996 with a net recovery to the RTC/FDIC of $36 million. This recovery was approximately three times the initial buy out offer from the General Partner and approximately two times the initial recovery anticipated by the RTC. During 1992 and 1993, Mr. McMahon was also very active in Stonehenge’s portfolio evaluation and bid preparation in the RTC’s Commercial Mortgage Backed Securities (CMBS) program. Mr. McMahon was identified in each bid proposal as Project manager and i Page 1 of 3 - participated in all Rating Agency presentations. Stonehenge was approved (Rated) as a Special Servicer for the RTC’s CMBS program by four Rating Agencies. Prior to the above assignment, Mr. McMahon was responsible for Stonehenge’s consulting contract with the FSLICIRTCIFDIC at Beverly Hills Business Bank (BHBB), formerly Beverly Hills Savings, in Laguna Hills, California. He was responsible for all recommendations to the FDIC for the approval, disapproval, or modification of BHBB’s asset disposition proposals. He also prepared specific analyses of disposition alternatives on individual loans and REO assets. This consulting contract began on 711189 and expired on 12131192, with the successful termination of the Assistance Agreement between the parties. Senior Problem Loan Portfolio Manager American Real Estate Group (AREG), Iwine, California 9-22-86 to g-15-89 Mr. McMahon served as Vice-President of American Real Estate Group (ARE@, American Savings, New West Federal and several other subsidiary companies from September 1986 to September 1989. During the mid 1980’s, American Savings was the largest Savings & Loan Association in the Country with assets in excess of $30 billion. AREG was American’s problem loan/REO work-out subsidiary with the delegated responsibility for non-performing loans and REO assets in excess of $2 billion. After American Savings was acquired by Robert M. Bass in December 1988, AREG continued its asset management work under the direction of Robert M. Bass for the newly formed New West Federal (Bad Bank) that had approximately $7 billion in assets. Mr. McMahon was one of four Senior Portfolio Managers in the Non-performing Loan Management Division at AREG. In addition to interfacing with borrowers on specific major commercial/income property loans and negotiating loan workout modifications, Mr. McMahon directed the legal activity in the foreclosure process and bankruptcy litigation on these assets. He supervised a team of four other loan workout specialists and successfully completed loan workouts in 20 states. The principal balance of his team’s active portfolio averaged $400 million in delinquent major loans (60 days or more past due) over a three year period. Principal Real Estate Services Group, Carlsbad, California 6-25-84 to 9-22-86 Mr. McMahon’s primary client was HomeFed Bank of San Diego, who was managing Eureka Federal Savings, in San Carlos, California, for the FSLIC under its Management Consignment Program. He was directly responsible for the asset management of Eureka’s problem loan/REO portfolio in the states of Texas and Louisiana. These assets had a book value in excess of $50 million and included Paiticipation and Nonparticipating problem loans and REO, with Eureka as the lead lender, or investor participant. This was a total “hands-on” responsibility that included the direction of all legal activity on NPL loans and the REO property management and marketing activities. Vice President HomeFed Bank, San Diego, California 5-l-69 to 5-25-84 Mr. McMahon’s work experience at HomeFed Bank included 15 years of progressive responsibility in the areas of; appraisal, loan underwriting, major non-performing loanIRE workouts, development of parent owned land, and joint venture real estate development Page 2 of 3 . . experience. Mr. McMahon left HomeFed in 1984, prior to the events which lead to the demise of HomeFed Bank in 1992. The following is a chronological summary of Mr. McMahon’s responsibilities at HomeFed Bank: Manager Commercial Appraisal Section, (6-I-69 to 10-l-73). I was appraising major commercial properties and supervising the work of three other commercial appraisers. The types of properties included existing and proposed construction on; apartments, office, industrial, mobile home parks, shopping centers, hotels, and special purpose properties. Manager Appraisal Section, Nationwide Loan Sales/Purchases, (10-3-73 to 5-I -75). I was responsible for reviewing appraisals, negotiating loan purchase terms, inspecting the proposed security and recommending appropriate action to senior management for all proposed out of state income property loan purchases. The properties included: apartments, office and industrial buildings, hotels, mobile home parks, and resort condominiums. My duties as a secondary mortgage market underwriter gave me experience in I6 states. Project Manager, Real Estate Owned Department and Home Capital Corporation (5-I-75 to 7- I-79). I was responsible for Home Federal’s interest in large problem loans prior to and after foreclosure. It was my responsibility to formulate a “work-out” plan for each REO project and manage said projects to a successful conclusion. I was also responsible for Home Capital’s joint venture interest in several real estate land developments. Special Projects Mgr. (7-I-79 to 5-25-84). I was HomeFed Bank’s project manager for several proposed commercial mixed-use developments (i.e. retail, office, bank). It was my responsibility to manage the preconstruction development activity of these projects by giving direction to and coordinating the efforts of the development team members. My activities included the various tasks that occur in the development process such as: land acquisition, site development studies, project feasibility, governmental processing, hiring consultants the continual negotiations that are required to maximize the development goals. PROFESSIONAL AFFILIATIONS. LICENSES AND EDUCATION Licensed - Real Estate Broker, State of California # 853248 Licensed - Real Estate Appraiser, State of California, Certified General # AGO14460 Credential - Instructor’s Limited Service Credential - California Community Colleges Designated - California Real Estate Educators Association - RECI designation and 1966 - San Francisco State College, Bachelor of Science degree. Major in Finance. 1978-l 979 - The Institute of Financial Education, School for Executive Development, University of Washington, graduated 1979. 1968-I 902 - University of California at San Diego Extension Division “UCSD Advanced Certificate in Real Estate” - 1982 Page 3 of 3 April 27, 1999 Tom McMahon Tom McMahon 4028 Park Dr. 4028 Park Dr. Carlsbad, CA 92008 Carlsbad, CA 92008 (760) 729-3944 (760) 729-3944 Mayor Claude A. Lewis and Council Members c/o City Clerk’s Office Carlsbad City Hall 1200 Carlsbad Village Dr. Carlsbad, CA 92008 Re: Transmittal of Application for the Design Review Board Dear Mayor Lewis and Council Members: I understand that there will be a vacancy on the Design Review Board soon and would like to be considered for this position. My Application and background information is enclosed for your review. I am the Attorney-in-Fact for Marjorie A. Dunham, Trustee of the “Dunham Family Trust”, that owner the Carlsbad Village Theatre. My wife’s maiden name is Judy Dunham and Marjorie A. Dunham is my mother-in-law. I have managed all ownership aspects of the Theatre property since September, 1993. I am familiar with he Village Redevelopment Plan and would welcome the opportunity to serve as an appointed member of the Carlsbad Design Review Board. Thank you for your consideration of my application. Tom McMahon kk=Q ia-31-5v APPLICATION FOR APPOINTMENT Gpdx Q P . BOARD(S) AND/OR COMMISSION(S) 9 (Please print or type) NAME(S) OF BOARD(S) AND/OR COMMISSION(S) IN WHICH INTERESTED: kSiGd rem- l!bfm *la kiuS&AJG &&M‘~Q& NAME: oF-c-LL/fl &- ~ScoqFa~ ADDRESS: /‘6// z&4 JwG~ 1>jzI 1/E CITY: (jAA/ 5 bA d ZIP CODE: 9&w 63 HOME PHONE: PRESENT OCCUPATION: HE/z /4 -7-o R lkb9awG-r /CA / BUSINESS NAME: B A’5 /9mwkl4---;t + D&f5 BUSINESS ADDRESS: .%- % c5t I - WORK PHONE: 76~- q-34 - 2/T/ U. S. Citizenship (required for all appointments) XYes No Resident of Carl&ad (required for all appointments) No x Yes Registered voter in Carlsbad (required for all appointments) %., Yes -No I am familiar with the responsibilities assigned to the Board(s) or Commission(s) on which I wish to serve. I am willing to be interviewed regarding my qualifications for appointment by a committee designated by the City Council or at the request of an individual Council Member. I am willing to file financial disclosure statements as required by the state’s or city’s Conflict 0 SIG~~04T;~ “o? &&k2“) DATE: /‘a r -% -- 78 of your application, please mail or deliver the application to the following address: City Clerk’s Office City Hall 1200 Car&bad Village Drive Carlsbad, CA 92008 EDUCATION: EXPERIENCE: OMMUNITY ACTIVITIES: DDITXONAL INFCRMATION OR COMMENTS: