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HomeMy WebLinkAbout2013-01-08; City Council; 21101; Presentations City Clerk ApplicantsCITY OF CARLSBAD - AGENDA BILL 24 AB# 21,101 PRESENTATIONS FROM CITY CLERK APPLICANTS DB^T.DFECTOR V^/i* MTG, 1/8/13 PRESENTATIONS FROM CITY CLERK APPLICANTS CITY ATTY. DEPT. CLERK PRESENTATIONS FROM CITY CLERK APPLICANTS CITY MGR. / al^ RECOMMENDED ACTION: To receive five minute presentations from each qualified applicant and Carisbad citizen who wish to fill the unexpired term of the City Clerk. ITEM EXPLANATION: A vacancy in the office of City Clerk was created by the election of the former City Clerk to a position on the City Council, effective December 11, 2012. The vacated tenn expires in November, 2014. In accordance with local and state law, the City Council must either appoint a successor to fill the unexpired term or call for a special election within 60 days after the commencement of the vacancy. (Carisbad Municipal Code Section 2.04.030 and California Government Code Section 36512) The person appointed by the City Council to fill the vacancy will serve the remainder of the term of the former City Clerk, until a successor is certified to take office. If a successor is not appointed by February 9, 2013, the Council would be required by law to call a special election. ENVIRONMENTAL IMPACT: Pursuant to Public Resources Code section 21065, this action does not constitute a "project" within the meaning of CEQA in that it has no potenfial to cause either a direct physical change in the environment, or a reasonably foreseeable Indirect physical change in the environment, and therefore does not require environmental review. EXHIBITS: 1. Notice of Intent to fill Vacancy by Appointment. 2. Appointment Process and Timeline. 3. City Clerk Applicafion Form. 4. Copies of Applicafions for the Office of City Clerk. DEPARTMENT CONTACT: Karen Kundtz 760-434-2808 karen.kundtz@carisbadca.qov FOR CiTY CLERKS USE ONLY. COUNCIL ACTION: APPROVED • DENIED • WITHDRAWN • AMENDED • CONTINUED TO DATE SPECIFIC • CONTINUED TO DATE UNKNOWN • RETURNED TO STAFF • COUNCIL RECEIVED THE X REPORT/PRESENTATION OTHER - SEE MINUTES • NOTICE OF INTENTION TO FILL A VACANCY FOR CITY CLERK BY APPOINTMENT NOTICE IS HEREBY GIVEN that the City of Carlsbad is accepting applications for appointment to the position of City Clerk, to fill the vacancy created by the election of the current City Clerk to a position on the CJity Council, effective December 11, 2012. The vacated term expires in November, 2014. The position is part-time, with compensation of $1070 per month, plus a $200 monthly car allowance and benefits. • QUALIFICATIONS FOR CANDIDATES: Must be at least 18 years of age, reside within the corporate limits of the City of Carisbad and be registered to vote in the City of Carisbad at the time the application is issued; and Must have obtained the designation of Certified Municipal Clerk (CMC) from the Intemational Institute of Municipal Clerks; or Must possess a bachelor's degree from an accredited college or university and have 2 years of full-time salaried experience in either business administration or public administration. (Qualifications contained in Carlsbad Municipal Code Section 2.08.032) Each qualified candidate will have the opportunity to present their qualifications to the City Council. Applications must be filed with the City Clerk's Office by 5:00 p.m., on January 2, 2013, At a regular meeting of January 8, 2013, each qualified applicant will be asked to make a 5 minute presentation to the City Council. The applicants may then be asked to respond to questions from the Council regarding their presentation or application. The order in which the applicants will make their presentations will be determined by a random draw of the applicants' names, prior to the meeting. The City Council may make a decision at this meeting, or may direct staff to place the matter on a future agenda for action Application Period: Applications Available: December 12, 2012 through January 2, 2013 Business Hours: 8:00 am to 5:00 pm City Clerk's Office 1200 Carlsbad Village Dr. Cartsbad, CA 92008; or On City Website: vwv,c:,;iit:;^-ja^ Application Deadline: 5:00 pm, Wednesday, January 2, 2012 in the City Clerk's Office Dated: December 12, 2012 Publish: December 12, 2012, December 19, 2012 4. tEN R. KtJiSlDtZ, CP Assistant City Clerk ' City Clerk Appointment Process & Timeline Dec. 12, 2012 • City Clerk's Office posts Notice of Intention to fill Vacancy on website • City Clerk's Office publishes Notice of Intention to fill Vacancy • City Clerk's Office posts Notice of Intention and Application on website • Communications Department issues news release Dec. 13, 2012 • Communications Department distributes announcement to city enews list Jan. 2, 2013, 5p.m. • Deadline for submitting applications Jan. 3, 2013 • City Clerk's Office and Human Resources Department verify qualifications of applicants Jan. 5, 2013 • City Clerk's Office posts agenda and agenda bill on website Jan. 8, 2013 • Qualified applicants make five minute presentations to the City Council at its regular meeting Jan. 29, 2013 • City Council makes its selection at the regular City Council Meeting, or calls special election to fill vacancy of CITY OF CARLSBAD - CITY CLERK INFORMATION FOR APPLICANTS (Please read before completing application) The Carlsbad City Council is seeking applications from residents interested in fulfilling the vacant term of Citv Clerk, ending m November, 2014. This position became vacant with the election of the current City Clerk to a position on the City Council. ci MU d The position is part-time, with compensation of $1070 per month, plus a $200 monthly car allowance. • QUALIFICATIONS FOR CANDIDATES: Must be at least 18 years of age, reside within the corporate limits of the City of Carisbad, and be registered to vote in the City of Carlsbad at the time the application is issued; and Clerks-^or designation of Certified Municipal Clerk (CMC) from the Intemational Institute of Municipal Must possess a bachelor's degree from an accredited college or university and have 2 years of full-time salaried expenence in either business administration or public administration salaried KnS^T^ ^'""^'"^ ^"""^^ 2.08.032)(Proofofthe above must be submitted Each qualified candidate will have the opportunity to present their qualifications to the City Council. Applications must be filed with the City Clerk's Office by 5:00 p.m., on January 2, 2013. Before applying, you should be aware of the time and dates on which the city council regularly meets and how much of your time you will have to devote. The latter can best be determined by attending meetings of the city council or viewing the videos of the meetings. The latest meeting calendar, containing the schedule for 2013 IS attached. Applications are valid for one year and are open for public inspection. You will be required to file a financial disclosure statement If appointed to the position of City Clerk. You will also be required to attend two hours of State Mandated ethics training every two years. 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 Carlsbad, CA 92008 APPLICATION FOR APPQIMTMFMT AS CITY CLERK (Please print or type) HOME PHONE: EMAIL: PRESENT OCCUPATION: BUSINESS NAME: BUSINESS ADDRESS: WORK PHONE: U. S. Citizenship Resident of Carlsbad Registered voter in Carlsbad Certified Municipal Clerk (designation from IIMC) Bachelor's Degree from accredited college or university 2 years (full-time, salaried) experience in business or public administration I am familiar with the responsibilities assigned to the City Clerk position. ihTciTv Council oVr^^^^^^^^^ regarding my qualifications for appointment by a committee designated by tne 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 I am willing to attend two hours of State Mandated ethics training every two years. Yes No Yes No Yes No Yes No Yes No Yes No SIGNATURE: DATE: expense, (which Includes attorney fee, .nd iosts) l^^tZXZorilZZZ^^^^ f'™"' -P^ees, losses, liabilities, or a photocopy of this authorization may be used In lieu of the original ^^r rpu 'p^^^^ APPUCATION FOR APPOINTMENT - PAGE 2 APPLICATION FOR APPQiNTMF^ AS CITY CLERK NAME: Jacqueline McKelvev (Please print or type) riTYOIigAnLCDAD CITY CLERK'S QFFtCP ADDRESS: CITY: Carlsbad HOME PHONE: EMAIL: PRESENT OCCUPATION: unemployed. BUSINESS NAME: BUSINESS ADDRESS:. WORK PHONE: U. S. Citizenship Resident of Carlsbad Registered voter in Carlsbad Certified Municipal Clerk (designation from IIMC) Bachelor's Degree from accredited college or university 2 years (full-time, salaried) experience in business or public administration ZIPCODE: X X X Yes Yes Yes .Yes Yes Yes .No .No No No .No No I am familiar with the responsibilities assigned to the City Clerk position. 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. I am willing to attend two hours of State Mandated ethics training every two years. SIGNATURE: (j ClXj^J J o (J^ , J^MfAUl DATE:Jz2^Z^l3> :I5^>(W CIJ In consideration for the Cit . ,. ! °7T application for employment, I waive any rlgi^d claims I may have against any current or former emplover or educational institution any persons listed as a referWce, or any entity from whom public records pertaining to me are obtained, including their officers emptoyee^^^^^^^^^^ or a photocopy of this authorization may be used in lieu of the original for the purposes stated above. ^ 7 Application for Appointment - page 2 Education.- I have a Bachelors of Science degree from the University of New Hampshire v.^^^ Administration. I achieved Senior Director Status from the YMCA of USA by completing a series of classes and workshops. The courses included Advanced Fiscal Management, Group and Team Work, Diversity Training, Governance and Program Management. I am proficient with the Windows Microsoft Office Suite I have training m Constant Contact, Check Free Bookings Plus, Virtual Merchant PowerPoint, Word Press, 3M Digital Marketing, Reach Local and other computer tools used in program development and communication. Experience: I have 16 years of experience working with the YMCA as a Director ofthe public family programs. In this role I was a public administrator managing programs offered to the public. e 6F S My most recent position was similar in the expectation of outstanding customer service expected from public agencies. As Manager of Sales and Events for Tri-City Welhiess Center, I was responsible for member sales, service upgrades, while handling and addressmg special needs and requests. I created reports for the monthly tracking of sales, source codes, analysis of advertising and niember satisfaction. I was the primary contact and communicator for face to face imtial phone and web based inquires for the center. I would forward these inquires to Ihe appropnate departments or respond directly. My responsibilities included contacting ov^due accounts to schedule paymem arrangements. I hired, trained, and supervis^ a statt ot 12 customer service and sales representatives My scope of responsibilities included coordinating and executing the center's events and semiMTs. I mamtamed up-to-date and complete paper and electronic files for all the departments. I prepared routine to complex correspondence on a variety of subiect matters relatmg to marketing and event business, including writing press releases, updatmg the department's calendar of events and schedules on the web site and creating intemal promotions. couug Communis Activities: Active in the PTA Magnolia Elementary School, Parent Volunteer Parks and Recreation Dance program, Junior Women's Club ofCarlsbad Board Member for Tbc Villas of Calavera Hills Homeowner Association 2005-2012 Board Meniber of The Calavera Hills Homeowners Association 2012. Hospice Certified Volunteer, Silverado Hospice. Additional Information: As a resident ofCarlsbad since 1982,1 have watched this citv grow with great pnde and personal connection. It would be an honor to be a part ofthe city government. My husband and I see our fiiture here in Carlsbad as retirees We own three properties m Carlsbad and look forward to many more years ofCarlsbad living Deborali Cervone, CMC December 14,2012 DEC 1 7 CITYOFCARt CITY CLERK'S OFFICF f Mayor Matthew Hall City OfCarlsbad 1200 Carlsbad Village Drive Carlsbad, CA 92008 Dear Honorable Mayor: I am writing this letter to introduce myself and inform you of my interest in serving as your appointed City Clerk for the duration ofthe term left by Council Member Lorraine Wood. This IS contingent upon me determining if taking the position would jeopardize my status as retired with CalPers based on new regulations recently adopted. I have contacted them twice and received two conflicting answers. I have been a resident of North County for 28 years; the first 14 years in Encmitas and the last 14 years in Carlsbad. I recently retired June 1,2012, from the City of Encinitas where I was employed for 25 years; 17 years as City Clerk. The first 8 years I served as the Deputy City Clerk. I hold a CMC (Certified Municipal Clerk) with the International Institute of Municipal Clerks. Please fmd attached my application along with three letters of recommendation. I will address the Council on January 8* and answer any questions you may have Sincerely, Deborah Cervone APPLICATION FOR APPOINT AS CITY CLERK DEC 1 J 2p12 (Plea^ print or type) NAME: Deborah N. Cervone ClTYOFC/HPLWp CITYCLERK?S#E1CE ADDRESS: CITY: Carlsbad. CA ZIP CODE: HOME PHONE EMAIL: PRESENT OCCUPATION: Retired Citv Clerk BUSINESS NAME: BUSINESS ADDRESS: WORK PHONE: U. S. Citizenship Resident of Carlsbad Registered voter in Carlsbad Certified Municipal Clerk (designation from IIMC) Bachelor's Degree from accredited college or university 2 years (full-time, salaried) experience in business or public administration X Yes No X Yes No X Yes No X Yes No Yes X No X Yes No I am familiar with the responsibilities assigned to the City Clerk position. 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 Confiict of Interest Codes. I am willing to attend two hours of State Mandated ethics training every two years. SIGNATURE: DATE: / In consideration for the Gt/s review of my application for employment I waive any rights and claims I may have against any current or former employer or educational institution, any persons listed as a reference, or any entity from whom public records pertaining to me are obtained, including their officers, employees, losses, liabilities, or expenses (which includes attorney fees and costs) that may directly or indirectly result from the disclosure to, or use of the above information by the City. I further agree that a photocopy of this authorization may be used in lieu of the original for the purposes stated above. JO APPLICATION FOR APPOINTMENT - PAGE 2 EDUCATION: High School graduate. Have acquired the status of Certified Municipal Clerk through required studies and continuing education. EXPERIENCE: Worked for the Citv of Encinitas for 25 vears: 8 vears as Deputv Citv Clerk and 17 as Citv Clerk. Prior to that. I worked for the paramedic provider. Medivac for 7 vears and 5 vears for Mercv Hospital in the Trauma Department. Both of these positions I worked as a senior administrative assistant. Before moving to California 37 vears ago. I worked for the State of Illinois In the Superintendent of Public Administration also as an administrative assistant. COMMUNITY AaiVITIES: I belong to the Woman's Club ofCarlsbad // ADDITIONAL INFORMATION OR COMMENTS: I have lived in Carlsbad for 14 vears. Prior to that. I lived in Encinitas for 15 vears. I am verv familiar with issues relating to beach communities. I feel mv experience as the Encinitas City Clerk would benefit the Citv of Carlsbad. The part-time position would also benefit me since mv husband and I still eniov traveling since retiring this past Mav. Attached are letters of reference. November 15, 2012 Recommendation Letter for Deborah Cervone To Whom It May Concern: It has been my pleasure to work with Deborah Cervone, City of Encinitas City Clerk, from July 2011 through June 2012. Deborah began working as Deputy City Clerk several months after the City of Encinitas' incorporation in 1986. After 8 years, she was promoted to City Clerk and continued in that position for 17 years. She was responsible for setting up all processes and procedures for the City Clerk's Department from the beginning of incorporation, not an easy task. Among the many difficult and complex tasks of the position, Deborah also had the responsibility of providing support for all Council Members over a 15 year period. Deborah has been a certified municipal clerk for over 20 years and has been responsible for over 10 municipal elections. Deborah's expertise, attitude, political acumen and team spirit assisted me greatly in my transition as the new City Manager for Encinitas. I would recommend Deborah without hesitation for any City Clerk position. Sincerely, Gus Vina City Manager City of Encinitas 1^ December 9, 2012 Mayor Matt Hall City of Carlsbad 1200 Carlsbad Village Drive Carlsbad , CA 92008 Subject: Letter of Reference for Deborah Cervone Dear Honorable Mayor Matt Hall, From 1998 through 2011 it was my pleasure to have worked with Deborah Cervone on a daily basis as a colleague on the staff for the City of Encinitas. Throughout this period whether in my role as a superintendent, department director or City Manager I found Deborah's technical knowledge, professionalism, and willingness to work with staff at all levels of the organization to be exceptional. Deborah's long standing as the City Clerk for Encinitas was a result of her dedication, attention to detail and her untiring quest to learn, understand and educate and assist staff, and the Council on all matters regarding the laws governing public records. Trustworthy, dependable, able and always willing to put forth whatever effort was nec- essary to ensure the task, no matter the degree of difficulty, was completed in a profes- sional and timely manner. Deborah was was one I came to depend and rely upon daily throughout my tenure as City Manager. As a long time resident of Carlsbad I could not be any more pleased that she is willing to serve our City as the City Clerk, and therefore offer my highest recommendation to you to seek her services as our next City Clerk. Respectfully, Phil Cotton c: Council Members City of Carlsbad November 12,2012 Honorable Mayor and City Council City of Carlsbad 1200 Carlsbad Village Drive Carlsbad, CA 92008 Dear Mayor Hall and Members of the City Council: This letter is an enthusiastic recommendation for Deborah Cervone, who has expressed an interest in serving as the interim City Clerk for the City of Carlsbad. In my past role as City Manager of the City of Encinitas, I worked closely with Ms. Cervone on a daily basis. On every occasion, she demonstrated very professional management of the City Clerk's office. She has experience m not only the traditional duties of a City Clerk, but also in managing personnel in the department. In addition, she is very experienced in the management and retention of vital city records. Ms. Cervone is a Certified Municipal Clerk—a. professional designation that is earned only after study combined with years of professional training and experience in managing the City Clerk's office. Now retired, she is available for specialized interim assignments. In summary, I truly believe that Deborah Cervone would be an excellent professional to serve as the interim City Clerk for the City of Carlsbad. She is a hard worker and encourages the team spirit that characterizes the staff and City Council of our community. I would welcome the opportunity to discuss Deborah Cervone's qualifications. Please contact me at any time. Sincerely, Lfauren M. Wasserman 1^ APPLICATION FOR APPOINTMENT AS CITY CLERK NAME: (Please print or type) Gerardeen M. Santiago, Ph.D. ADDRESS:. CITY: Carlsbad ZIP CODE: HOME PHONE: EMAIL: PRESENT OCCUPATION: Website Consultant BUSINESS NAME: Gerardeen M. Santiago BUSINESS ADDRESS: 2890 Highland Drive. Carlsbad. CA 92008 WORK PHONE: 760-500-1137 U. S. Citizenship Resident of Carlsbad Registered voter in Carlsbad Certified Municipal Clerk (designation from IIMC) Bachelor's Degree from accredited college or university 2 years (full-time, salaried) experience in business or public administration X Yes No X Yes No X Yes No Yes X No X Yes No X Yes No I am familiar with the responsibilities assigned to the City Clerk position. 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. I am willing to attend two hours of State Mandated ethics training every two years. SIGNATURE: DATE: Dec. 20. 2012 In consideration for the City's review of my application for employment, I waive any rights and claims I may have against any current or former employer or educational institution, any persons listed as a reference, or any entity from whom public records pertaining to me are obtained, including their officers, employees, losses, liabilities, or expenses (which includes attorney fees and costs) that may directly or indirectly result from the disclosure to, or use of the above information by the City. I further agree that a photocopy of this authorization may be used in lieu of the original for the purposes stated above. APPLICATION FOR APPOINTMENT - PAGE 2 EDUCATION: Ph.D., M.A., M.Phil. - Experimental Psychology - Columbia University, New York, NY (1995) B.S. - Psychology, PreMed - Baylor University, Waco, TX (1987) EXPERIENCE: 2009 - Present: Website Consultant for the City of Carlsbad - Administered the city's website (including assistance provided to the following departments: Cultural Arts, Library, Communications, Parks & Recreation, City Clerk, Boards & Commissions,Housing & Neighborhood Services, Economic Development, etc.) 2006 - 2009: Group Account Supen/isor at Access Communications, San Diego, CA - Administered certified medical education programs 2003-2006: Vice President of Continuing Medical Education at Neuroscience Education Institute CaHsbad I CA - Administered NEI's continuing medical education program (certification of physicians and other healthcare providers, program accreditation); supervised the work of four departments (writing/content development, logistics/project management, creative services, and compliance) 2000 " 2003: Project Manager at SEG New Media, McGraw-Hill Companies, Carlsbad, CA - Developed educational websites for grades K through 12 1999 - 2000: Producer at Scholastic Corp., New York, NY - Developed Scholastic's intranet 1997 -1999: Human Resources at Polo Ralph Lauren, New York, NY - Administered corporate affirmative action program; supervised the maintenance of employee files and databases; supported technology needs of the Human Resources Department 1994 -1995: Associate Editor at Worth Publishers, New York, NY - Developed multimedia and print ancillaries for college textbooks COMMUNITY ACTIVITIES: Volunteer for the City of Carlsbad: Trails, CERT, Library Volunteer for the Rancho Coastal Humane Society Volunteer and donor for the FanFaire Foundation (programs supporting music and science education for kids) ADDITIONAL INFORMATION OR COMMENTS: Worked with Carlsbad's City Clerk staff in developing and maintaining the City Clerk's website ^JW^ fj ^EGSeUWE i fc^i^ APPLICATION FOR APPOINTMt AS CITY CLERK CITr'OF CARLSBAD CITY CLERK'S OFFICE NAME: Kathryn Smith (Kathv) (Please print or type) ADDRESS: CITY: Carlsbad ZIP CODE: HOME PHONE: EMAIL: PRESENT OCCUPATION: License Management and Contract Compliance Analyst BUSINESS NAME; Life Technologies Corporation BUSINESS ADDRESS: 5791 Van Allen Way. Carlsbad. CA 92008 WORK PHONE: 760-929-6425 U. S. Citizenship X Yes No Resident of Carlsbad X Yes No Registered voter in Carlsbad X Yes No Certified Municipal Clerk (designation from IIMC) Yes X No Bachelor's Degree from accredited college or university X Yes No 2 years (full-time, salaried) experience in business or public administration X Yes No I am familiar with the responsibilities assigned to the City Clerk position. 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. I am willing to attend two hours of State Mandated ethics training every two years. SIGNATURE: DATE: in consideration for the City's review of my application for employment, I waive any rights and claims I may have against any current or former employer or educational institution, any persons listed as a reference, or any entity from whom public records pertaining to me are obtained, including their officers, employees, losses, liabilities, or expenses (which includes attorney fees and costs) that may directly or indirectly result from the disclosure to, or use of the above information by the City. I further agree that a photocopy of this authorization may be used in lieu of the original for the purposes stated above. APPLICATION FOR APPOINTMENT - PAGE 2 EDUCATION: University of Phoenix, Bachelor of Science Business Management Project Management Institute: Project Management Essentials, Project Management Advanced State of California, Notary Public Advanced Microsoft Excel, Advanced Microsoft Word, Advanced Microsoft PowerPoint Microsoft SharePoint EXPERIENCE; •Industry professional In a confldentlal and proprietary business division within a Fortune 500 company •Extensive experience in project management, business analysis, informative presentations and training •Hands-on coordinator with excellent analytical, communication and technical skills •Successfully managed numerous theme park exhibit and business system rollout projects Life Technologies Corporation, Contract Compliance Analyst, License Management and Contract Compliance November 2011 - present •Contribute recommendations and implement new process improvements for collecting and analyzing data •Coordinate communication between several diverse business units within Life Technologies Corporation •Created and present an informative introduction to LMCC for groups within Life Technologies Corporation •Review out-license agreement contracts •Analyze out-license royalty reports for accuracy and compliance •Manage and maintain various files, records and databases •Attend meetings and conference calls QUALCOMM Incorporated, IP Licensing Analyst November 2004-November 2011 ~ ~" ~ •Prepared, analyzed and presented monthly, quarterly and ad hoc correspondence and reports for attorneys, business development and company executives •Managed the processing of all IP Licensing contracts •Member ofthe Qualcomm contracts database Steering Committee •Created and managed the web site for Qualcomm licensees •Managed the information and requests from the Qualcomm global web site •Managed and maintained various files, records and databases •Analyzed quarterly royalty report certificates for accuracy and compliance LEGOLAND California Resort, Payroll Accountant August 2000 - December 2004 •Processed payroll for 700+ full and part-time LEGOLAND California employees •Implemented a new payroll/time & attendance program for LEGOLAND California •Actively resolved issues including vacation accruals, benefit deductions and garnishments •Conducted random audits of payroll accounts and generate corresponding reports •Processed theme park ticket requests for 15 major departments within the LEGO Company •Prepared statistical reports, financial spreadsheets, expense reports, business correspondence and memos COMMUNITY ACTIVITIES; HOA Board of Directors, The Promenade La Costa ADDITIONAL INFORMATION OR COMMENTS: would be honored to be considered for the City of Carisbad, City Clerk position. I am a native San Diegan and have lived in Carisbad for over six years. My parents have lived in Carisbad for over 20 years. I live and work in li Carisbad and am very proud to call it my home. KATHRYN J. SMITH QUALIFICATIONS • Industry professional in a confidential and proprietary business division within a Fortune 500 company • Extensive experience in project management, business analysis, informative presentations and training • Hands-on coordinator with excellent analytical, communication and technical skills • Successfully managed numerous theme park exhibit and business system rollout projects EXPERIENCE Life Technologies Corporation - Carisbad, CA 11/2011 - Present Contract Compliance Analyst, License Management and Contract Compliance (LMCC) Contribute recommendations and implement new process improvements for collecting and analyzing data Coordinate communication between several diverse business units within Life Technologies Corporation Created and present an informative introduction to LMCC for groups within Life Technologies Corporation Review out-license agreement contracts Analyze out-license royalty reports for accuracy and compliance Manage and maintain various files, records and databases Attend meetings and conference calls QUALCOMM Incorporated - San Diego, CA 11/2004 -11/2011 IP Licensing Analyst/Financial Analyst, Technology Licensing • Prepared analyzed and presented monthly, quarterly and ad hoc correspondence and reports for attorneys business development and company executives Managed the processing of all IP Licensing contracts Member ofthe Qualcomm contracts database Steering Committee Created and managed the web site for Qualcomm licensees Managed the Information and requests from the Qualcomm global web site Managed and maintained various files, records and databases Analyzed quarterly royalty report certificates for accuracy and compliance LEGOLAND California Resort - Carlsbad, CA 08/2000 -12/2004 Payroll Accountant "o/*uuu x^/^uu^ Processed payroll for 700+ full and part-time LEGOLAND Califomia employees Implemented a new payroll/time & attendance program for LEGOLAND California Actively resolved issues including vacation accruals, benefit deductions and gamishments Conducted random audits of payroll accounts and generate corresponding reports Processed theme park ticket requests for 15 major departments within the LEGO Company Prepared statistical reports, financial spreadsheets, expense reports, business correspondence and memos EDUCATION Bachelor of Science in Business Management Continuing Education: M^rrnlnft H'p°'T' '.'f ^ ^^^"^g^'"^"' Essentials, Leading Change, Goal Setting for Great Performance, Advanced Microsoft Word, Excel and PowerPoint, Microsoft SharePoint, SalesForce Advanced training ^ECDEGWE APPLICATION FOR APPOINTI | UU 16 MTpFc 21/ m AS CITY CLERK tt AS CITY CLERK CITYOB^^jaSBAD^ NAME: ADDRESS:. CITY: Carlsbad Melinda Elvin (Please print or type) HOME PHONE:. EMAIL:. PRESENT OCCUPATION; BUSINESS NAME: BUSINESS ADDRESS:. WORK PHONE: ZIP CODE: Unemployed U. S. Citizenship X Yes No Resident of Carisbad X Yes No Registered voter in Carlsbad X Yes No Certified Municipal Clerk (designation from IIMC) Yes X No Bachelor's Degree from accredited college or university X Yes No 2 years (full-time, salaried) experience in business or public administration X Yes No I am familiar with the responsibilities assigned to the City Clerk position. 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 Cit/s Conflict of Interest Codes. I am willing to attend two hours of State Mandated ethics training every two years. SIGNATURE: Melinda Elvin DATE: 12/25/2012 In consideration for the City's review of my application for employment, I waive any rights and claims I may have against any current or former employer or educational institution, any persons listed as a reference, or any entity from whom public records pertaining to me are obtained, including their officers, employees, losses, liabilities, or expenses (which includes attorney fees and costs) that may directly or indirectly result from the disclosure to, or use ofthe above information bythe City. I further agree that a photocopy of this authorization may be used in lieu of the original for the purposes stated above. 2^/ APPUCATION FOR APPOINTMENT - PAGE 2 EDUCATION: National University - Master of Arts in Human Resource Management See Resume for details EXPERIENCE: U.S. Department of Commerce - Field Operations Supervisor. Recruiter. Enumerator . Vision West. Inc. - Human Resource Director. Operations Manager See Resume for details COMMUNITY ACTIVITIES; Carlsbad Village Optimist Ciuh ADDITIONAL INFORMATION OR COMMENTS: Proficient in Word. Excel. PowerPoint. ADP Melinda Elvin Carlsbad, CA Goal-oriented Human Resource Director, Operations Manager, and Field Operations Supervisor with a demonstrated record of accomplishment in compensation management, staff assignments, federal and state law compliance, performance review programs, medical benefits administration, recruitment, termination administration, and payroll processing systems in multi-state locations. Professional Experience Established Human Resource Department and performed due diligence for 40IK, executive compensation, medical benefit, and workers compensation providers resulting in company compliance with state and federal laws Implemented new recruiting methods, compensation structure, benefit programs, policies and procedures that decreased voluntary terminations fi-om 50% in 1999 to 3 33% after 2000 Developed and maintained policies and practices throughout the company ensuring consistent execution throughout the company and compliance with federal and state labor laws Administered and was trustee of 401K and Executive Compensation plans Advised and assisted department managers with a broad range of human resources functions including coaching, conflict resolution, discipline, recruitment, separation, and other sensitive matters Designed and managed medical benefit programs and coordinated annual medical benefits enrollment process Orchestrated company performance review program including developmental needs assessment and trained Managers to ensure effectiveness, compliance, and equity within the company improving communication between managers and employees Implemented and managed safety program including safety training, injury investigation, and communicafion with workers' compensation carrier as needed resulfing in one WC claim in five years Implemented and conducted sexual harassment training to educate managers and employees on legal procedures, employee investigations and employee relations processes and investigated sexual harassment and other issues of a sensitive nature with successfiil resolution saving corporate revenues in liability Responsible for payroll processing utilizing outside payroll systems such as ADP, PAYCHEX, and Paynet and the successful transition from one provider to another for 35 to 1000 employees Implemented cross-training program with an estimated savings of $400,000 in temporary agency fees Approved and structured human resource vendor contracts, and employment and severance agreements Supervised writing of department procedure manuals which aided managers with cross- training of employees and training of new employees Participated in strategic planning as member of the senior management team and authored 2005 business plan for presentation to the Board of Directors "7 4? • Developed salary and benefits survey, coordinated statistical tabulation, and compact disc design for 2,000 independent optometrists in Califomia and 5,000 Nationwide generating additional corporate revenue • Trained and managed staff with day to day operations of distribution center including invoicing, purchasing, inventory management, accounts payable and accounts receivable • Trained and managed staff with day-to-day operations of safety eyewear division including proper screening of orders, customer service, and accounts receivable. • Met with government officials, business leaders, community centers, faith-based groups, and other appropriate sources in the community to promote census employment opportunities and procure sites for testing and training • Supervised 8 crew leaders, each of whom led a team of 15 enumerators, during field operations • Conducted individual and group training sessions using verbatim training guides in field operation procedures, and in supervisory and administrative responsibilities • Monitored the progress and performance of census field operations, collected and reviewed completed work assignments, and ensured assignments were delivered on schedule Professional History U.S. Department of Commerce (U.S. Census Bureau) Field Operations Supervisor Recruiting Assistant Enumerator AEROTEK TEMPORARY EMPLOYMENT Human Resource Generalist and Administrative Asst. AJILON, Carisbad, CA Human Resource Manager VISION WEST, INC., Oceanside, CA Director of Human Resources and Special Projects Operations Manager Education March 2010 - August 2010 December 2009 - March 2010 September 2009 - October 2009 March 2009 - April 2009 June 2008 and January 2009 September 2007-January 2008 March 2000-June 2006 December 1996-February 2000 Master of Arts m Human Resource Management - GPA 3.42 - National University - San Diego Bachelor of Arts in Human Behavior - GPA 3.89 - National University - Vista Sociology Major - University of Pittsburgh at Johnstown Professional Affiliations Society of Human Resource Management (SHRM) Carisbad Village Optimist Club ^1 APPUCATION FOR APPOINTMENT AS CITY CLERK ^ ZIP CODE: (Please print or type) NAME: Barbara Engleson ADDRESS: CITY: Carlsbad HOME PHONE; EMAIL PRESENT OCCUPATION: Small business co-owner BUSINESS NAME: JE Web Design BUSINESS ADDRESS; 3502 Celinda Drive, Carisbad, CA 92008 WORK PHONE: 760-720-0230 DEC i^i/^O^? CITYOFGAgpAD CITYCLERK€5FFICE U. S. Citizenship / Yes No Resident of Carisbad Yes No Registered voter in CaHsbad / Yes No Certified Municipal Clerk (designation from IIMC) Yes 1^ No Bachelor's Degree from accredited college or university Yes No 2 years (full-time, salaried) experience in business or public administration Yes No I am familiar with the responsibilities assigned to the City Clerk position. 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 Confiict of Interest Codes. I am willing to attend two hours of State Mandated ethics training every two years. SIGNATURED^ DATE: 12/14/2012 m consideration for the City's review of my application for employment, I waive any rights and claims I may have against any current or former employer or educational institution, any persons listed as a reference, or any entity from whom public records pertaining to me are obtained, including their officers, employees losses liabilities or expenses (which includes attorney fees and costs) that may directly or indirectly result from the disclosure to, or use of the above information by the City I further agree' that a photocopy of this authorization may be used in lieu of the original for the purposes stated above possessed advance product knowledge, reconciliation analysis, terms and conditions, and identification af alternatives to meet customer needs. Worked independently and generated conclusions around data to drive process improvement and increased accuracy. Negotiated and processed complex customer requests and contracts. Fiesearched complex contract history and developed proposal analysis and spreadsheets to resolve customer contract disputes. Identified solutions to non-standard customer requests and shared key learning with others. Coordinated and conducted a variety of special projects and events. Developed process improvements and implementation of solutions. Effectively communicated requirements to others. Responsible for the streamlined development and implementation of corporate travel re-imbursement policies resulting in significant cost reduction. P roject leader for the implementation of numerous accounting software upgrades. Reduced daily sales outstanding and reorganized credit functions to achieve improved operating efficiency internally and improved cash flow. • Possessed an extensive knowledge of customer contracts, IVACs products and their clinical applications. My contract and product knowledge, adroit research skills, as well as my ability to clearly communicate to customers in domestic, international, and government environments, led to a liaison role between Finance and Sales Operations. COM M U MITY ACT!VITIES: —==—======^^ Court Appointed Special Advocate (CASA) for Voices for Children - This organization serves the advocacy needs of foster children throughout San Diego County. I have been trained In courtroom procedures, teen issues, substance abuse, domestic violence, diversity, dependency law, social work guidelines, and I prepare court reports which are evaluated by the dependency court judges. In my role as a CASA, I advocate for my case child/ren, who have been removed from their familial homes due to neglect, abuse, or abandonment. A CASA is appointed by the dependency court judge and remains on their case/s until the child/ren are permanently placed or become legal adults. St. Patrick Parish School "Buddy Mom"-This program matches second and fifth grade parents with a "Buddy Mom" who mentor and support young parents as their children proceed through elementary school. ADDITIONAL INFORMATION OR COMMENTS: • lama self-directed and organized professional with strong written and verbal communication skills. I possess a grounded business sense and I'm able to successfully prioritize and manage multiple requests, projects and deadlines. I am able to analyze and resolve difficult and sensitive situations accurately and adopt an effective course of action. I possess strong negotiation, interpersonal and leadership skills - proven communication and project (people) motivational and management skills. I demonstrate reliability, responsibility, dedication and commitment in fulfilling obligations. I adhere to high ethical standards set by established company policies as reflected in communications, decisions and advice, setting an example of a positive attitude and a professional and courteous demeanor at all times. I have an outgoing and proactive approach to training, problem-solving, obtaining information and communication with co-workers. I attribute both my professional and volunteer successes to my exceptional organizational skills and to my ability to forge highly productive relationships. APPUCATION FOR APPOINTME DEC 2 7 2012 AS CITY CLERK u u AS CITY CLERK CITY OF CARLSBAD - Cam£RK'S OFFICE NAME: Angelo Januzzi (Please print or type) ADDRESS: CITY: Carlsbad ZIP CODE: HOME PHONE: EMAIL: PRESENT OCCUPATION: Business Mail Entrv Unit Technician BUSINESS NAME: US Postal Sen/ice BUSINESS ADDRESS: 2772 Roosevelt Street Carlsbad. Ca. 92008 WORK PHONE; 760 729-1244 U. S. Citizenship Resident of Carisbad Registered voter in Carisbad Certified Municipal Clerk (designation from IIMC) Bachelor's Degree from accredited college or university 2 years (full-time, salaried) experience in business or public administration Yes Yes Yes Yes Yes Yes _No _No _No .No .No No I am familiar with the responsibilities assigned to the City Clerk position. 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. I am willing to attend two hours of State Mandated ethics training every two years. SIGNATURE: C^>^^^ < DATE: /^-a7va In consideration for the City's review of my applicatiofr^mployment, I waive any rights and claims I may have against any current or former employer or educational institution, any persons listed as a reference, or any entity from whom public records pertaining to me are obtained, including their officers, employees, losses, liabilities or expenses (which includes attorney fees and costs) that may directly or indirectly result from the disclosure to, or use of the above information by the City. I further agree that a photocopy of this authorization may be used in lieu of the original for the purposes stated above. APPUCATION FOR APPOINTMENT - PAGE 2 EDUCATION: University of Redlands -1995 Luzerne County Community College -1987 EXPERIENCE: Bulk Business Mail Technician - Verify and process Bulk Business Mail in an office consistently generating over Sl million dollars of revenue In a fiscal vear. 2001 - Present Responsible for accounting of over 100 Business Reply Mail accounts in Carlsbad. 1999 - Present Interacts with customers on the processing and handling of both the bulk and business reolv accounts. Postmaster/Officer In Charge San Luis Rev. Ca. 92068 Managed a Post Office on an interim basis. 1994 -1995 5' Tax Preparation and client services - Liberty Tax Service 2009 - Present Tax Preparation - Comstock & Associates 2002 Certified Quick Books Pro Advisor 2006 - 2007 COMMUNITY ACTIVITIES: Carisbad Citizens'Academy Graduate 2011 Treasurer-Carlsbad Youth Baseball 2001 -2004 Vice President. Administration - Carlsbad Youth Baseball 2001 Coach - Carlsbad Youth Baseball 1997-2006 Coach - Carlsbad Youth Soccer 1996 - 2000 .ADDITIONAL INFORMATION OR COMMENTS: I have lived and worked in Carlsbad since 1987 and have enioved the qualitv of life we all experience in our wonderfiil city. My vydfe Barbara and I have raised two sons living their whole lives in Carlsbad and attending CUSD schools, graduating fi-om Carlsbad High. In mv view as well as the view of many outside sources. Carlsbad has been a very well managed city. I would be very proud to represent the citv in the role as City Clerk. 3l> CITY CLERK APPLICANTS Agenda Item For the members ofthe: CITY COUNCIL / ACM DCMvyCA Vt:C\/ ' ' Manager C^--^ ORDER OF PRESENTATION BY APPLICANTS AT THE JANUARY 8, 2013 CITY COUNCIL MEETING (Drawn by lot on January 3, 2013) Name: Contact Info: 1. Deborah Cervone 760-519-4683 2. Gerardeen Santiago 760-500-1137 3. Kathryn Smith 760-930-0322 4. Melinda Elvin carlsbadmanor@att.net 5. Jacqueline McKelvey 760-415-3856 6. Barbara Engleson 760-212-9326 7. Angelo Januzzi 760-201-9087 Date: Distribution: City Clerk Asst. City Clerk Deputy Clerk Book January 7, 2013 Deborah Cervone Carlsbad, CA All Receive-Agenda Item #_C^^j For the Informafion ofthe* CITY COUNCIL Asst. c\iu.eA.w:^t;_Jr^ Date ity Manager A^"^ January 7, 2013 Mr, Mayor and Council Members: This letter is written to notify you of the withdrawal of my application for City Clerk. I apologize for any confusion this may cause you but in reflecting on the plans me and my husband made once retired, this position would prevent us from traveling over extended periods of time. Again, I apologize for any inconvenience I have caused. It appears that you have quite a few applicants and I hope you find a City Clerk that meets your needs. Deborah Cervone •ate:__ Oistributidh: City Clerk Asst. City Clerk Deputy Clerk Book