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HomeMy WebLinkAbout1999-12-07; City Council; 15523; Design Review Board AppointmentCITY OF CARLSBAD - AGENPS BILL MTG. 12/07/99 DEPT. DESIGN REVIEW BOARD APPOINTMENT RECOMMENDED ACTION: Adopt Resolution No. 99-514 Board, as a Planning Commission representative. , appointing one member to serve on the Design Review 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. The term of Bill Compas on the Design Review Board expired in October, 1999. Mr. Compas was appointed to the Design Review Board as a Planning Commission Representative in September of 1995 for a two year term. When the membership of the Design Review Board was changed in 1998, he was reappointed to another two year term. At the end of his second term, he will have served a total of four years. The appointee must be a member of the Planning Commission. Current members of the Planning Commission are Courtney Heineman, Ann L’Heureux, Robert Nielsen, Jeff Segall, Seena Trigas, Kim Welshons and Bill Compas. Those currently serving on the Design Review Board are: Tony Lawson, Village Business Owner Representative; Courtney Heineman, Planning Commission Representative; Sarah Marquez, Village Property Owner; and Harriet Marois, General Member. NOTE: Political Reform Act, and must file Statements of Economic Interests. Members of the Design Review Board are subject to the provisions of the EXHIBITS: 1. Resolution No. 99-514 , appointing one member to the Design Review Board, as a Planning Commission Representative. I APPLICATION FOR APPOINTMENT BOARD (S) AND/OR COMMISSION(S) ~~ (Please print or type) NAME(S) OF BOARD(S) AND/OR COMMISSION(S) IN WHICH INTERESTED: Desim Review Board ~- NAME: Tom McMahon ADDRESS: 4028 Park Dr. CITY: Car lsbad ZIP CODE: 92008 HOME PHONE: (760) 729-3944 PRESENT OCCUPATION: BUSINESS NAME: BUSINESS ADDRESS: Commercial Mortoage Loan Consultant Real Estate Services Group 101’5 ChF?stnut 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 Inttirest codes. - DATE: ,f-L7 /?! / SIGNATURE: /’- & e Upon completion of your application, please mail or deliver the application to the following address: City Clerk’s Office City Hal I 1200 Carlsbad Village Drive Cnrlrhnd fq 9?l)08 c EDUCATION: 1966 - San Francisco State College, Bachelor os Science degree, Major in Finance. 1978-1979 - The Iiistitute of Financial I Education, S2hool for Executive DeveloDment. Uni-ty of Wasthi.ngton I graduated 1979. 1968-1982 - University of Caliornia at San DieEto Extension Division "UCSD Advanced Certificate in Real Estate" 1982. EXPERIENCE: See attached qualifications. Treasurer (1998-1999). Carlsbad Soccer Club - Past President (1980-82) Coach (1979-1989). Carlsbad National Little League - Coach. ADDITIONAL INFORMATION OR COMMENTS: I have been the Attorney-in-F&t since September, 1993, for Marjorie A. Dunham, Trustee of the "Dunham Familv Trust", that owns the Carls-rTheatrP- >re h Wrty- T Ftm familiar with the Village Redevelopment Plan and its goals. TOM MCMAHON 101 5 Chestnut Avenue Suite 0-2 Carlsbad, CA 92008 BUS. (760) 720-2460 FAX (760) 720-2463 QUALIFICATIONS Principal Real Estate Services Group, Carlsbad, California 2-1 -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 12-1 -89 to 2-1 -98 National Stonehenge Corporation, Carlsbad, California 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 Irvine, 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 FSLIC/RTC/FDIC 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 7/1/89 and expired on 12/31/92, with the successful termination of the Assistance Agreement between the parties. Senior Problem Loan Portfolio Manager 9-22-86 to 9-1 5-89 American Real Estate Group (AREG), Itvine, California Mr. McMahon served as Vice-president of American Real Estate Group (AREG), 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 Sewices Group, Carlsbad, California 5-25-84 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 Participation 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 5-1 -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 loan/REO workouts, development of parent owned land, and joint venture real estate development Page 2 of 3 experience. demise of HomeFed Bank in 1992. McMahon's responsibilities at HomeFed Bank: Mr. McMahon left HomeFed in 1984, prior to the events which lead to the The following is a chronological summary of Mr. Manager Commercial Appraisal Section, (6-1 -69 to 10-1 -73). 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. I was appraising major Manager Appraisal Section, Nationwide Loan Sales/Purchases, (1 0-3-73 to 5-1 -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 16 states. Project Manager, Real Estate Owned Department and Home Capital Corporation (5-1-75 to 7- 1-79). I was responsible for Home Federal's interest in large problem loans prior to and after foreclosure. It was my responsibility" to formufate 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. (7-1-79 to 5-25-84). I was HomeFed Bank's project manager for several proposed commercial mixed-use developments (Le. 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 and 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 # AGO1 4460 Credential - Instructor's Limited Service Credential - California Community Colleges Designated - California Real Estate Educators Association - RECl designation 1966 - San Francisco State College, Bachelor of Science degree. Major in Finance. 1978-1 979 - The Institute of Financial Education, School for Executive Development, University of Washington, graduated 1979. 1968-1982 - University of California at San Diego Extension Division "UCSD Advanced Certificate in Real Estate" - 1982 Page 3 of 3 Tom McMahon 4028ParkDr. &; &,& Carlsbad, CA 92008 (760) 729-3 944 April 27, 1999 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. Sincerely, / Tom McMahon .ii f +i=&&J APPLICA TI0 N FOR APPOINTMENT BOARD(S) AND/OR COMMISSION(S) ?‘ (Please print or type) NAME(S) OF BOARD(S) AND/OR COMMlSSION(S) IN WHICH INTERESTED: Design Review Board, Parks & Rec. Commission NAME: Mary Regan (Megorden) ADDRESS: 330 Redwood Ave. CITY: Carl.&& PA zrp CODE: 97008 HOME PHONE: 760-729-0388 PRESENT OCCUPATION: Mortgage Broker BUSINESS NAME: Vista Mortgage Co. BUSINESS ADDRESS: 110 N. Michigan, Vista, CA 92084 WORK PHONE: 760-941-5880 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: DATE: Upori completion of your application, please mail or deliver the application to the following address: City Clerk’s Office City Hall 1200 Carlsbad Village Drive Carlsbad, CA 9,3008 ,. 1.:; Leadership 2000 ZXPERIENCE: Small business owner for 8 uears. Past member of the lista Community Services commission (P&R), Law Enforcement Task Force. loard of Directors of VEDA (Vista Economic Development Assoc.) and bast president of Vista Chamber of Commerce. Founding member of 'LEAD VISTA" ( a leadership program for Vista residents). :OMMUNITY ACTIVITIES: Vista Sunrise Kiwanis, Boy's and Girl's Zlub Foundation Board, Children's Home Society, Moonlight Angels, Zarlsbad Arts Association. .DDITIONAL INFORMATION OR COMMENTS: In the past I have mjoyed being involved in Vista. Now that I live in Carlsbad, I find :hat I miss not being involved in the town in which I live. :ime and the interest to became more active in Carlsbad. I have the Rmb l2-3t9f G+%: APPLICATION FOR APPOINTMENT BOARD(S) AND/OR COMMISSION(S) (Please print or type) NAME(S) OF BOARD(S) AND/OR COMMISSION(S) IN WHICH INTERESTED: Des’cd bOM9 #Mb hdC51)VG &~M’Js/~PL) NAME: OFGL /fl &- GSCoRt500 ADDRESS: /6// 38 n7E5 ng) VE CITY -, sb~d ZIP CODE: 9.284 63 HOME PHONE: 760 - %! 9- 4b3B I PRESENT OCCUPATION: OW&ER/O f7EflA7- OR AjZLEf /DeL / BUSINESS ADDRESS: *3292 I Po03&eL7- 5t BUSINESS NAME: La A 5 MARkET e .D&L/’ - 2/91 WORK PHONE: 7&/ Ct-34 U. S. Citizenship (required for all appointments) >cy,, - No Resident of Carlsbad (required for all appointments) Lyes - No Registered voter in Carlsbad (required for all appointments) No x, Yes 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 Conflic SIGNATURE: DATE: 12 * 3fi %f Upon completia/d/of your application, please mail or deliver the application to the following address: City Clerk’s Office City Hall 1200 Carlsbad Village Drive Carlsbad, CA 92008 December 7, 1999 TO: CITY COUNCIL FROM: Mayor Lewis DESIGN REVIEW BOARD APPOINTMENT - PLANNING COMMISSION MEMBER It is my intention to make the following appointment to the Design Review Board at tonight’s City Council Meeting: Reappoint: Bill Cornpas 7713 Faro1 Court Carlsbad, CA 92009 . m hs c: City Manager City Attorney City Clerk - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 99-514 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, APPOINTING A MEMBER TO THE CARLSBAD DESIGN REVIEW BOARD WHEREAS, the term of Bill Compas, who serves as a Planning Commissioi representative on the Design Review Board expires in October, 1999; and WHEREAS, the appointee must be a member of the Planning Commission; NOW, THEREFORE, BE IT RESOLVED by the City Council of the City o Carlsbad, California, as follows: 1. That the above recitation is true and correct. 2. That the following person is hereby appointed as a Planning Commission representative to the Design Review Board for a term expiring in October, 2003: Bill Compas PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Counci of the City of Carlsbad on the th day of AYES: Council Members Lewis, Hall NOES: None 1999, by the following vote, to wit: ABSENT: None ATTEST: AhThAL.!€d~ Z, City Clerk - (SEAL) KAREN R. KUNDTZ, Assistant City Clerk