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2018-09-11; City Council; ; Appoint One Member to the Planning Commission
~ CITY COUNCIL ~ Staff Report Meeting Date: To: From: Staff Contact: Subject: September 11, 2018 Mayor and City Council Scott Chadwick, City Manager Tammy McMinn, Deputy City Clerk Tammy.McMinn@carlsbadca.gov or 760-434-2953 Appoint One Member to the Planning Commission Recommended Action Adopt a Resolution appointing one member to the Planning Commission. Executive Summary CA Review {}J(.,,, Commissioner Neil Black resigned on July 15, 2018 leaving an unexpired term to be filled through April 2020. Commissioner Black was initially appointed in January 2011 to fill the unexpired term of Commissioner Baker. The City Clerk's office received applications from the following residents wishing to serve on the Planning Commission (Exhibit 2): • Madeleine Szabo • Kristina Foss • Steven Sobieraj • Gary Nolan • Monica Gocan • Joshua Hershon • Paul Washicko • Patrick Gravitt • Patricia Amador • Toni McMahon • Eric Paul • James Burke • Edward Hanlon Jr. • David Hammell • Harry Peacock • Brian Flock • John Gieson • Chuck Hunter • Victoria Heza • Chris Woolsey • Guy Roney Ill • Gary Gillespie • David Daftary • Lance Schulte • Barbara Anderson • Alan Newman • Michael Hedrick • Dale Bodman • Kevin Sabellico • Daniel Gutierrez • Michael Farraher • Peter Merz • Patrick Mohr Discussion Government Code Section §54970-54974, known as the Maddy Act, requires that on or before December 31 of each year the legislative body shall prepare a Local Appointments List which contains the appointive terms of Board and Commission members which will expire in the next calendar year. The name of the incumbent appointee and the date of appointment and the term expiration date is also included on the list. Based on the prepared list, the City Clerk's office accepts applications (available on the City's website and in the City Clerk's office) for any upcoming vacancies. September 11, 2018 Item #7 Page 1 of 94 Carlsbad Municipal Code Chapter 2.24 states that the Planning Commission shall consist of seven members to be appointed by a majority vote of the Council, and of four ex officio members who shall be the Community & Economic Development Director, the City Engineer, the City Attorney and the City Planner. Other members ofthe Planning Commission are: Velyn Anderson, Linda Geidner, Carolyn Luna, Roy Meenes, Marty Montgomery and Jeff Segall. Members of the Planning Commission are subject to the provisions of the Political Reform Act and must file a Statement of Economic Interests, and complete two hours of ethics training. Fiscal Analysis None. Next Steps Following the appointment to the Planning Commission, the City Clerk's office will update the Committee roster and coordinate the Oath of Office and completion of the ethics training course. Environmental Evaluation (CEQA) Pursuant to Public Resources Code Section 21065, this action does not constitute a "project" within the meaning of CEQA in that it has no potential 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. Public Notification This item was noticed in accordance with the Ralph M. Brown Act and was available for public viewing and review at least 72 hours prior to the scheduled meeting date. Exhibits 1. City Council Resolution. 2. Applications received from residents wishing to serve on the Planning Commission. September 11, 2018 Item #7 Page 2 of 94 RESOLUTION NO. 2018-167 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, APPOINTING ONE MEMBER TO THE PLANNING COMMISSION Exhibit 1 WHEREAS, Commissioner Neil Black was initially appointed to the Planning Commission in January 2011, and resigned in July 2018; and WHEREAS, an unscheduled vacancy on the Planning Commission exists. 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 Carlsbad resident is hereby appointed to serve on the Planning Commission, for a term ending in April 2020. Peter Merz PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 11th day of September, 2018, by the following vote, to wit: AYES: NOES: ABSENT: K. Blackburn, M. Schumacher, C. Schumacher, M. Packard. M. Hall. None. (SEAL) September 11, 2018 Item #7 Page 3 of 94 APPLICATION FOR APPOINTMENT-PAGE 2 Education: Experience: Wells College, B.A., Economics major IBM Process Management Class IBM President's Class IBM Leadership Transformation Class IBM Sales Training CRM 1 :1 Institute I had a career at the IBM Corporation where I was National Sales Leader for two years in addition to receiving numerous awards every year I was an IBM sales representative. After I was promoted to IBM headquarters, I received awards for my instrumental role in successfully launching the IBM PC. Following my career at IBM, I went on to work at different small well-regarded companies with concentrations in Customer Relationship Management (CRM) consulting, financial asset management services, consumer products, and business intelligence aerospace software. I also spent several years working for my town in managing a $80 mJllion school building program. Additionally, I was an elected representative in my town on the legislative body. I have always tried to find ways to help the community. I volunteer for the City of Carlsbad. Some of my volunteer activities have included hosting two workshops at the Carlsbad Love It! conference. Community I have a passion about keeping Carlsbad beautiful. In addition to participating In Trail Clean Ups, I pick up litter in Activities: my neighborhood every day, as well as encourage others to do so. I founded the Friends of Carlsbad Scenic Corridor, a grassroots organization to help protect and preserve the community small-town ambiance of NE/NW El Camino Real. Add" . .1 I love Carlsbad and want to continue working hard for the City to meet the needs and desires of the residents, the 1 t itton~ businesses, the tourists, and the government. I have read a voluminous amount of reports on DMS to understand n ormatton City operations and decisions. I have familiarized myself with the Planning staff responsibilities and duties. As a ~r resident dedicated to the well-being of Carlsbad, I have acquainted myself with each staff member and have been omments: very impressed with their diligence, competency, and excellent service to Carlsbad September 11, 2018 Item #7 Page 5 of 94 APPLICATION FOR APPOINTMENT -PAGE 2 DePaul University College of Law Juris Doctor 2016 California State University San Marcos Education: Bachelor of Arts History 2013 Oceanside High School 2005 Bellatrix PC, San Diego, CA 92121 Attorney Law Offices of William Green, Anaheim, CA 92807 Law Clerk Experience: City of Chicago, Chicago, Illinois Law Division Law Clerk United States Air Force Security Forces Volunteering with the Mediation and Disputes in Carlsbad, CA Illinois Legal Aid C . San Diego County Public Defenders ommurnty Activities: Additional Information or Comments: DePaul University Misdemeanors Clinic USO Law Mock Trial, Judge n/a September 11, 2018 Item #7 Page 7 of 94 Education B.S. in Civil Engineering University of Washington Professional Credentials E.I.T.-Engineer in Training Software Expertise Oracle Primavera P6 Prolog Converge/Manager LaserFiche FogBugz AutoCAD MicroStation ProjectWise CA4PRS (CA Analysis for Pavement Rehabilitation Strategy) HIPERPAV Professional Affiliations ASCE (American Society of Civil Engineering) City of Carlsbad Traffic Safety Commissioner, Vice Chair Training Post-Accident Training for FRA-Covered Supervisors and Railroad Representatives -2017 Track 101 -2017 Advance Estimating -2017 Roadway Worker Safety Training -2014 Introduction to Project Management, Sound Transit -2011 Career & Leadership Development, WTS -2011 CPM PARTNERS · -1.-·1 ,.-;;_.:_: ":-·· Monica (Mona) Gocan, E.I.T. -Office Engineer /Scheduler Mona holds an undergraduate degree in Civil Engineering from the University of Washington and her professional experience includes transportation and construction civil engineering, construction, project and program management. Mona's responsibilities have included forecasting, scheduling and management of multi-million-dollar budgets including advance coordination between owners and project teams. Mona's office engineering duties include processing and reviewing Requests for Information {RFl's), submittals, task orders, daily progress reports, developing cost estimates, and processing change orders. With her proficiency in various construction related software, this makes Mona an asset to any construction team. Project Experience: SANDAG -Mid-Coast Corridor Transit, San Diego, CA (October 2016 -October 2017, $2.1B) Role: Engineer The Mid-Coast Trolley is a $2.1 billion project and it will extend service from Old Town Transit Center to the University City community, serving major activity centers such as the Mission Bay area, the VA Medical Center, the UC San Diego, and Westfield UTC Transit Center. The Mid-Coast Trolley will expand transportation capacity in the corridor to accommodate existing and future travel demand, particularly for peak-period commute trips. The project will provide an effective alternative to congested freeways and roadways for travelers and will result in fewer vehicle miles being traveled. Mona's responsibilities included ensuring all project-wide electrical and systems' conduit was in place for subcontractor installation. Additionally, she managed field crews and tracking of multiple heavy equipment coordination, completed quantity takeoff and procurement for permanent and temporary materials valued at over $1M. Mona performed daily field inspections to ensure project was constructed in accordance to the IFC plans (structural, utilities, grading, etc.) and specifications, as well as following applicable safety and environmental regulations. Mona was actively involved in the recruitment efforts for Small and Disadvantaged Business enterprises. North Coast Transit District (NCTD) Positive Train Control (PTC) Project, San Diego, CA (July 2016 -October 2016, $87M} Role: Deputy Project Manager PTC is an integrated command, control, communications and information system which can control train movement by using GPS technology, digital communications and on-board computers. This technology allows continuous monitoring of train locations, automatically overrides train movements and will stop a train should the crew is unable. Mona collaborated with the Project Manager and assisted with the management of this project and the railroad signal design and construction for the MidCoast Corridor project. Her duties included managing performance, cost, scope and construction schedules, managing subcontractor and field personnel, performing weekly field visits and job walks to ensure safety and quality measu~es. Mona managed Submittals, RFl's and Change Orders in addition to communication and coordinating with stakeholders to include Public Agencies and various other departments. Page J 1 September 11, 2018 Item #7 Page 10 of 94 CPM PARTNERS North County Transit District (NCTD) Program Management Services Contract, San Diego, CA (January 2014 -July 2015) Role: Transportation Engineer In this role, Mona served as a Transportation Office/Field Engineer on the project management team which was providing services related to program management, transportation planning and rail design. Duties included review of rail civil engineering designs, specifications and construction drawings, scopes of work, contractor invoices. and contracts, and right-of-entry permit requests. Mona prepared independent cost estimates, task orders, status reports, attended project review and status meetings, and prepared meeting minutes. She implemented and executed a Timber Bridge Retrofit project through planning, design and construction phases under exigent conditions within scope, budget and schedule. Mona conducted extensive research and analysis of surveys, parcel maps, right-of- way maps, and various other relevant documents to identify the NCTD's property line along the Coastal and Sprinter corridors. She authored the Health and Safety, Planning and Design sections for a new NCTD Project Delivery Manual. Central Puget Sound Regional Transit Authority, Sound Transit (ST) Seattle, WA (2012) Project: Various Projects Role: Construction Manager Intern Sound Transit operates express bus, commuter rail and light rail service in the Puget Sound region in Washington State and constructs capital projects in support of those services. As part of the construction management team, Mona performed a variety of services on various projects. Prototype Track Bridge Transition joint, Building and Testing project ($18M) Reviewed the cost estimate, and foundation and prototype plans. Mukilteo Station South Platform (1.8M) Revised and updated the construction management consultant services cost estimate and participated in negotiation meetings. Eastlink Light Rail ($BOOM) Participated in contract packaging meetings. University Link U230 ($220M) Participated in weekly contractor meetings, job site safety meetings and jobsite safety walks. Page J 2 September 11, 2018 Item #7 Page 11 of 94 APPLICATION FOR APPOINTMENT-PAGE 2 Education: BS-Mechanical Engineering, Cal Poly Pomona MBA, Marshall School, USC I have served in executive roles for several companies and currently lead the software business unit for CalAmp, which has one of our larger facilities in Carlsbad. In this role, I have responsibility for the profit and loss of the business unit, which means I have responsibility for the tactical decisions and strategic planning to develop the products and profitably grow the business. In previous executive roles, I had responsibility for market analysis and strategic planning for annual development budgets of over $250,000,000. I Experience: have had operations management roles and led high growth technology companies. I have also served in non-profit organziations as chairman of the fund-raising committee for Padre Pio Academy in Orange County and was a board member of Holy Angels Byzantine Catholic Church in San Diego. All of this has given me the diverse skills and experience to serve in the General Manager role I have today and which I believe would be useful to serve on the Planning Commission. Community Activities: Additional Information or Comments: In addition to the non-profit activities listed above, I have been active locally in the CPUC hearings for the Encina power plant and participated in citizen workshops for the North 40 project and Strawberry Fields development. I came to live in Carlsbad over 15 years ago and love this city. I want to do my part to not only preserve the quality of life here, but hopefully improve it as the City continues to grow. September 11, 2018 Item #7 Page 13 of 94 RECEIVED APPLICATION FOR APPOINTMENT FOR JAN 3 0 2018 BOARDS, COMMISSIONS, AND COMMITTEE CITY PF CARLSBAD 8rts Commission Housing Commission 0Planning Commission §Beach Preservation Committee Library Board ofTrustees Senior Commission ' Other: ~-----------------~ ~-----------------~ Name: !Patricia G. Amador Addr~ss: City: ~lc_ar_ls_ba_d __________ ~j · Home Phone: ~' -------~ Cell Phone: E-mail Address: § . . mrr-C61TYcrrmCni!-~E;;tc:RrnK.:..:'S:..O.:::.:...,:FF...:.f C~E::_J H1stonc Preservat,u Parks and Recreation Commission raffic Safety Commission Zip Code: Work Phone: I ~------~ Present Occupation: !retired ~---------------------------------' Employer: N/A Address: Citizen Academy Graduate? QYes 0No Resident of Carlsbad? 0Yes QNo Registered Voter in Carlsbad? 0Yes Oo I am familiar with the responsibilities assigned to the Board(s), Commission(s), or Committee(s) on which I wish to serve. I am willing to be interviewed regarding my qualifications for appointment by the City Council or at the request of an individual Council Member. -,. I am willing to file financial disclosure statements if required. I am willing to complete two hours of State Mandated ethics training every two years. Please select the submit button below to electronically submit application. If you prefer to print please select "print form" button and sign document and mail to: City of Carlsbad, City Clerk's Office, 1200 Carlsbad Village Drive, Carlsbad, CA 92008. Signature: I I (Only required to sign if submitting paper form, if submitting electronically your submittal via e-mail is considered acknowledgement). . ~------------------~· PRINT FORM I CLEAR FORM I September 11, 2018 Item #7 Page 14 of 94 APPL/CAT/ON FOR APPOINTMENT -PAGE 2 Education: Experience: Community Activities: Additional Information or Comments: Southwestern College, Chula Vista, CA UCSD, La Jolla,CA 2 semesters · Mira Costa College, Oceanside Mira Costa College, Cardiff 2017 2 years General Education / English Major Speech / Psychology Real Estate / Business Law State of California Real Estate Exam *Passed?'< Graduate, Yoga Teacher Training Program County of San Diego, Clerk, Comptroller's Office; Treasurer's Office International Business Development/ Director, Global Accounts: Pandair Freight/Air Express lnt'I / P&O, U.K. MSAS International /DEUTCHE POSTE: Director, Global Accounts (U.K, No. Ireland) Europe (Belgium/Netherlands/Switzerland/Italy/Spain/Portugal; Latin America; Central America) Malaysia/Singapore/China/South Korea Volunteer -North County, San Diego Elections, Clerk Citizens For North County Barrio Clean Up Barrio Carlsbad Community Advocates -Member ------·- I am interested to participate in the community and City government process in our Community Housing planning process; growth plan; preservation group; public safety and - traffic mitigation processes. September 11, 2018 Item #7 Page 15 of 94 APPLICATION FOR APPOINTMENT -PAGE 2 Education: Master of Accounting, University of Virginia Bachelor of Business Administration (Management), San Jose State University Corporate Controller (2016 -2017) JC Resorts Controller (2007 -2016) Crestline Funding Experience: Financial Analyst/ Mortgage Underwriter (2005 -2007) GE Capital (WMC Mortgage) Community Activities: Additional Information or Comments: Senior Audit Consultant (2004) Deloitte Carlsbad resident since 2009 Citizen Academy Graduate Past President Calavera Hills II HOA Certified Public Accountant Real Estate Broker September 11, 2018 Item #7 Page 17 of 94 Officer for the NROTC Unit (1979), and as Executive Officer and Commanding Officer of the summer OCS Bulldog companies. He was promoted to major in October 1978. From August 1980 to June 1981, he was a student at the Marine Corps Command and Staff College at Quantico. The following month, he reported to the 1st Marine Division, Camp Pendleton, CA, where he served as the Battalion S-4 for the 2d Battalion, 11th Marines; Executive Officer of 3d Battalion, 11th Marines; and Division Staff Secretruy. In October 1983, he was promoted to lieutenant colonel. General Hanlon was then ordered in May 1984 to the 3d Marine Division for duty as Commanding Officer, 3d Battalion, 12th Marines. The following May, he returned to Marine Corps Recruit Depot, San Diego, for duty as the Director of Personal Services. From August 1986 through June 1987, he was a student at the Industrial College of the Armed Forces in Washington, D.C. Returning overseas in July 1987, General Hanlon was assigned to Headquarters FMF Europe in London, United Kingdom, for duty as the Assistant Chief of Staff for Plans (G- 5) and for Operations (G-3). He was promoted to colonel in August 1989. In September 1990, he reported to the U.S. Atlantic Fleet for duty as the Fleet Marine Officer. General Hanlon was assigned duty as Commanding Officer of the 10th Marines, 2d Marine Division in April 1992. While serving in this capacity, he was selected in March 1993 for promotion to brigadier general. He was advanced to brigadier general on July 8, 1993, ·and was assigned as the Deputy Commander, Naval Striking and Support Forces, Southern Europe, Naples, Italy, where he served until July 1996. He was promoted to Major General on July 1, 1996, and was assigned duty as the Director, Expeditionary Warfare Division (N85) where he served until August 1998. On August 21, 1998 to June 15, 2001, Major General Hanlon served as the Commanding General of Marine Corps Base, Camp Pendleton. He was promoted to Lieutenant General on 11 July 2001 and assumed command of Marine Corps Combat Development Command, Quantico, VA. He most recently served as the U.S. Military Representative to the NATO Military Committee in Brussels, Belguim from October 2004 through November 2006. September 11, 2018 Item #7 Page 21 of 94 APPLICATION FOR APPOINTMENT-PAGE 2 Education: Experience: A.B Public Service UCLA 1964, MPA Public Administration USC 1969, DPA Urban Management USC 1993 Dissertation: Organization Theory and the Capacity to Govern: A Comparative Analysis in A.merican Cities (Copyright 1993) City of West Covina, 1966-1969, Administrative Aide, Administrative Analyst, Administrative Assistant to the City Manager; City of Gardena, 1969-1972, Assistant Administrative Officer, Administrative Officer; City of Rolling Hills Estates, 1973-1985, City Manager; City of Saratoga, 1985-1997, City Manager; City of Malibu, 1997-2000, City Manager. Life Member ICMA, Member of the Executive Committee of the California City Managers Department of the League of California Cities, President of the South Bay City Managers Assoication and the Santa Clara County City Mangers Association. 1st Chairman of the Board of the ABAG Plan Corporation. ICMA International Exchange, . 1992-93, Australia. Graduate Lecturer Cal Lutera~ University (Public Budgeting/Finance. l,f,. $. /If av o/ ~ If t'N 1 b?fadiv~l{tt J, J H Jb-1?7) { 'rt St'lt!. 6/!j Ctr) IIAVJI< .... a t11mmuvi[crtf1n1.< {}ff/t..(¥1 (ltS5 ChttY-/tS 1-tY'ry-PE~IIJJS) Member of the Boards of Directors Gardena Valley, San Pedro-Peninsula, Santa Clara County, and Oceanside YMCA's. A YSO Coach 16 years. 1st Chair of the Carlsbad School District Bond Issue Oversite Committee Kiwanis Club of Gardena, Rotary Clubs pf Saragota, Malibu and Carlsbad Hi-Noon. Carlsbad Christmas Bureau Volunteer. Museum of Making Music North Coast New Horizon's Concert Band. San Pacifico Community Homeowners Association Ponto Development Committee Activities: I have extensive training and experience in group dynamics as demonstrated by the number of boards and committees I have either served on or chaired over the past 50 years. I have also directed seminars on this topic to city councils and planning Additional commissions. In short I know how to build consensus through the collaborative process Information in a group setting. or Comments: September 11, 2018 Item #7 Page 24 of 94 APPL/CATION FOR APPOINTMENT -PAGE 2 Education: Experience: Community Activities: Additional Information or Comments: Bachelor of Science. University of South Carolina. 1990 2017 Carlsbad Citizens Academy Graduate. Carlsbad Resident since 2000. Herron Bay Spyglass Hills -Home Owners Association President September 11, 2018 Item #7 Page 26 of 94 APPLICATION FOR APPOINTMENT -PAGE 2 Bachelor of Arts, Biology Adelphi University Gar<;Jen City, NY Education: Master of Science Public Health SDSU Experience: Community Activities: 1995 State of California Division of Occupational Safety and Health 1986 -2015 1986 -Conducted occupational health consultation surveys for small businesses. 1991 -Promoted to manager of the San Diego Enforcement office, managing the daily activities and work assignments of a staff of 16 1994 -Promoted to state-wide manager of the Cal/OSHA Consultation Program, managing 9 field offices and staff 1999 -Appointed Deputy Chief of Field Enforcement for the statewide Enforcement Branch of Cal/OSHA 2010 -Appointed Program Manager for the statewide Cal/OSHA Consultation Program City of Carlsbad volunteer -2016 to present I believe I possess excellent organizational and people skills, both of which were · significant contributors to my wonderful Cal/OSHA career. I believe in learning as much as I can about new projects/regulations/background before I make decisions or Additional recommendations regarding related actions. Information or I love living here in Carlsbad, and have been here since the early 90's. I've seen Comments: Carlsbad grow significantly, and would enjoy being an active participant in future planning/growth for beautiful Carlsbad. September 11, 2018 Item #7 Page 28 of 94 APPL/CA TJON FOR APPOINTMENT-PAGE 2 Education: Experience: MBA CSUSM San Marcos, CA -1998 BBA SMU Dallas, TX-1976 Thirty years experience in commercial real estate. Brokerage, Financing, Development and Asset Management. TRI-City Hospital CHAC Committee Traffic Commission Graduate of the Citizens Academy Community Activities: Tree Committee Additional Information or Comments: Sign Committee I have been committed to the Carlsbad community since 1992. September 11, 2018 Item #7 Page 30 of 94 APPL/CATION FOR APPOINTMENT -PAGE 2 Education: Juris Doctorate -Notre Dame Law School (May 2003) Bachelors of Science, International Affairs -Georgetown University (December 1999) 2013 -Present: Law Office of David M. Daftary (Carlsbad, California) [Attorney and Owner] 2010-2012: Endeman, Lincoln, Turek & Heater LLP (now known as Allen, Semelsberger & Kaelin, LLP) (San Diego, California) [Associate Attorney] Experience: 2007-2008: Koeller, Nebeker, Carlson & Haluck (San Diego, California) [Associate ~ttorney] Community Activities: Additional Information or Comments: 2005-2007: City of Oceanside (Oceanside, California) [Deputy City Attorney] 2004-2005: Deuprey & Associates, LLP (San Diego, California) [Associate Attorney] Member, Carlsbad Chamber of Commerce (2014-Present) Member, Optimist Club of Carlsbad (2009-Present) [Club Treasurer: 2010-2013, Club President: 2013-2014, District Lt. Governor: 2017-Present] · Current law practice focuses primarily on real property litigation. Resident of Carlsbad since October 2006. September 11, 2018 Item #7 Page 32 of 94 APPLICATION FOR APPOINTMENT-PAGE 2 Education: EDUCATION University of Calgary, Calgary, Alberta Master of Architecture University of Manitoba, Winnipeg, Manitoba Pre-Master Qualifying and Master of Architecture Program (transferred) University of Calgary, Calgary, Alberta Bachelor of Arts, General Studies Thank you for the opportunity to present my credentials for the Carlsbad Planning Commission. We moved to Carlsbad because of the great schools, diverse tax base and beauty. Joining the Commission would allow me to contribute to my community, to be an active participate in the way Carlsbad develops and to learn more about my City. I am ideally suited for this Commission: Experience: I discern salient ideas from large volumes of divergent information. Community Activities: I see the big picture. I am comfortable conducting business with different groups of people: · staff, government officials, community groups, developers, consultants, contractors and citizens. I ran my own firm for 10 years and therefore understand the challenges faced by private sector practitioners. I have held senior positions in large architectural firms and as Program Manager I Calavera Hills II HOA, Treasurer, Chair of Pool and Landscape Committees Carlsbad High School, including Proctor for 4 years Calavara Hills Middle School, Career Day presentations City of Carlsbad Water Works, Architectural advice CURRICULUM VITAE UNIVERSITY of CALIFORNIA SAN DIEGO Additional La Jolla, California August 2005 to Present Information or As Program Manager Principal Architect my responsibilities include supervising a studio Comments: of Health Care Architects/ Project Managers; participating in the Master Planning of our La Jolla and Hillcrest Healthcare Campuses, and managing Capital Projects as an Owner' s Representative. Current activities include strategizing and planning the $2B redevelopment of the Hillcrest Campus and managing my team who have a portfolio of September 11, 2018 Item #7 Page 35 of 94 BARBARA A. ANDERSON February 15, 2018 City of Carlsbad 1200 Carlsbad Village Drive Carlsbad, CA 92008 Re: Carlsbad Planning Commission To Whom It May Concern: Thank you for the opportunity to present my credentials for the Carlsbad Planning Commission. We moved to -Carlsbad because of the great schools, diverse tax base and beauty. Joining the Commission would allow me to contribute to my community, to be an active participate in the way Carlsbad develops and to learn more about my City. I am ideally suited for this Commission : • I discern salient ideas from large volumes of divergent information. • I see the big picture. • I am comfortable conducting business with different groups of people: staff, government officials, community groups, developers, consultants, contractors and citizens. • I ran my own firm for 10 years and therefore understand the challenges faced by private sector practitioners. • I have held senior positions in large architectural firms and as Program Manager I Principal Architect for UC San Diego. • I have 30 years of experience in the construction industry 1n the roles of developer, planner, architect and Owner's representative. • I have excellent communication skills and team building capabilities. • I hold a Masters of Architecture degree. • I am LEED accredited. I appreciate the quality of thought, history, technical expertise and aesthetic expression that is reflected in the built environment in Carlsbad. My background of diverse roles in planning and construction and my analytical skills will be well utilized in this position. Regards, Barbara A. Anderson, M.Arch, LEED©AP September 11, 2018 Item #7 Page 36 of 94 APPL/CATION FOR APPOINTMENT-PAGE 2 B.A. Marine Science Hawaii Pacific University Honolulu, HI Education: B.S. Biology Experience: Arizona State University Tempe, AZ Enrolled in the Project Management Professional Certification Program at the UCSD I have 20 plus years working in the field of pharmaceutical drug discovery and development. For a majority of that time I worked as a Scientist and have compiled a strong portfolio of scientific publications and patented IP/inventions, but more importantly have participated in the discovery of a number of drugs with the potential of improving patients' lives. Since 2015, I have worked as a Project Manager, a capacity in which I have planned, managed, and progressed a diverse range of projects and programs that include internal initiatives and external alliances and collaborations with clinical, pharmaceutical, governmental, and academic entities. I have lived in Carlsbad for almost 20 years now and am excited about the many changes and improvements in the city, and specifically the Village and Barrio, and am very proud to have been an active participant in this positive transformation. One of the community efforts I lead, was to get the city to recognize the necessity of building a pedestrian/bike c . crossing at the tracks at Chestnut Avenue in the Barrio. I presented a Powerpoint A~:~i~~:'ty presentation to the City Council and submitted a petition with hundreds of signatures from local residents in support of this effort, and after almost 14 years, the city has now prominently included the crossing in the Village and Barrio Master Plan. In addition to efforts I have lead, I have been actively involved in the monthly Operation Barrio Strong, City Council, and Planning Commission Meetings and charretts. One my attributes, which admittedly was learned rather than innate, that I feel would be an asset in the capacity of a City Planning Commissioner, is the understanding of the challenges in dealing with the vast array of opinions that are brought to bear on almost Additional every decision the city makes. In being actively involved in planning meetings, as well as Information the monthly Operation Barrio Strong discussions, I understand the challenge in achieving or a consensus of opinion the city can feel confident in . As a father of two kids who have Comments: lived in Carlsbad their entire lives, I am committed to doing what is best for the community in the long-term, but am fully prepared for the challenge in planning for and implementing positive change where needed. Thank you for your consideration. September 11, 2018 Item #7 Page 41 of 94 APPLICATION FOR APPOINTMENT-PAGE 2 Education: Pennsylvania State University, World Campus (I am transferring here) BS in Political Science, Expected Graduation May 2019 University of California, Santa Barbara (I am currently here) Physics Major, Fall 2016 -Present Canyon Crest Academy High School Diploma, Awarded in January 2016 Food Policy Intern, UCSB Sustainability Septermber 2017 -Present Deputy Field Director, Mike Levin for Congress June 2017 -September 2017 Experience: Legislative Intern, Office of San Diego County Supervisor Dave Roberts February 2016 -September 2016 Marketing Intern, O'Connor Construction Management Inc. January 2016 -September 2016 · Past: Little League Umpire, San Dieguito Cotillion, San Diego Ta_ble Tennis Association, Altar Server at St. Elizabeth Seton Catholic Church, Tennis Coach for Local Non-Profit, Science Olympiad Coach, TEDxYouth@SanDiego Organizing Committee Member, Greater San Diego Science Fair, Canyon Crest Academy (CCA) Site Council President, Community CCA Interact Club Member (youth wing of Rotary), CCA Tennis Team, CCA Math Team Activities: Present: Democratic Party Delegate, San Rafael Hall Council President (UCSB), Associated Students Lobby Corps Member (UCSB), Citizens Climate Lobby Member, Batiquitos Lagoon Foundation Member Please see attached resume for a more detailed, though non-exhaustive, list of experiences. Additional I only listed schools I have attended full-time during a regular academic term. There are Information several community colleges I have courswork in at that are not listed. or Comments: Please see attached resume for dates on all community activities. Though I am not a Citizens Academy graduate, I completed the Chamber of Commerce's Candidate Academy in 2015. September 11, 2018 Item #7 Page 43 of 94 KEVIN SABELLICO PROFESSIONAL SUMMARY Young professional studying to earn a bachelor's degree in political science from the Pennsylvania State University seeking full-time work in the public sector with an emphasis in planning and land use policy. Experienced in legislative relations, local government, policy analysis, and policy implementation. SKILLS • Public Speaking • Professional Communications • Analysis and Research • Legislative Relations • Budgeting and Financial Forecasting • Knowledge of San Diego Local Government EDUCATION Pennsylvania State University, World Campus • Coordinating across Bmeaucracies • Working in Small Groups • Conflict Resolution • Leadership • Various Software Programs: ArcGIS, PDI, WordPress, Microsoft Office, and Adobe Bachelor of Science (BS) in Political Science, College of the Liberal Arts State College, PA Expected Degree Completion in May 2019 University of California, Santa Barbara Physics Major RELEVANT EXPERIENCE UCSB SUSTAINABILITY Food Policy Intern • Advocated for students' basic needs to the university and local governmental bodies Santa Barbara, CA Fall 2016 -Present Santa Barbara, CA September 2017 -Present • Researched food security, housing security, and student compensation for on-campus work • Implemented an eBook reserve program for a select number of comses with the UCSB Library • Wrote several grant proposals to various campus and state-administered departments MIKE LEVIN FOR CONGRESS Deputy Field Director • Organized canvassing and phone banking events • Coordinated outreach to labor organizations and other progressive groups • Wrote emails to voters regarding the candidate's policy positions • Managed all aspects of our data collection in PDI COUNTY OF SAN DIEGO BOARD OF SUPERVISORS OFFICE OF SUPERVISOR DA VE ROBERTS Legislative Intern • Drafted correspondence • Wrote fact sheets and briefing materials • Assisted the Grants Administrator in processing applications • Staffed the Supervisor at events in the community O'CONNOR CONSTRUCTION MANAGEMENT, INC. Marketing Intern • Created and managed large data systems • Researched vendors for government contracts and opp01iunities • Ensured compliance with laws relating to marketing strategies Vista, CA June 2017 -September 2017 San Diego, CA Februa1y 2016 -September 2016 Irvine, CA Janua,y 2016 -September 2016 September 11, 2018 Item #7 Page 44 of 94 KAMALA HARRIS FOR U.S. SENATE Regional Ambassador/Ground Team Captain • Canvassed state delegates throughout San Diego County • Spoke at Democratic gatherings in support of the AG • Managed internals tracking delegate endorsements California December 2015 -Februa,y 2016 • Rallied enthusiasm for the AG wherever she addressed the delegates at the CADEM Convention in San Jose • Assisted in various operations taking place in the war room CALIFORNIA STATE SENATE, OFFICE OF DR. PAN Legislative Intern • Attended committee hearings and legislative meetings • Wrote talking points and briefing materials • Conducted research • Drafted correspondence • Performed administrative tasks LEADERSIDP POSITIONS UCSB Residential Housing Association Co-President, San Rafael Hall Council Democratic Party Proxy Assembly District Delegate, 2016 California Democratic Convention District Delegate, 2016 Democratic National Convention (CA-49), youngest elected in California Assembly District Delegate, 2017-2019 term, California Democratic Party Voter .services Committee Member, 2017-2018, California Democratic Party Canyon Crest Academy Site Council Sacramento, CA July 2015-August2015 2017 -Present 2016-Present 2014-2016 Elected student representative to two-year term; elected President Junior year and re-elected Senior year Canyon Crest Academy Math Team Elected and re-elected treasurer Junior and Senior Years EXTRACURRICULAR ACTIVITIES UCSB Associated Students Lobby Corps Lobbied state legislators on budgetary items and bills to protect undocumented immigrants UCSB Campus Democrats Canvassed for supervisorial, city council, and.endorsed ballot measure campaigns; represented_ the club to statewide and national parent organizations during annual conventions TEDx Y outh@SanDiego Raised money, recruited sponsors, and managed attendee list for three consecutive conferences CCA Tennis & USTA Junior Tennis Played tournaments in southern California; made competitive N team; won award for leadership CCA Interact Club Volunteered at soup kitchens and giveaway centers to help homeless and the less fortunate San Diego Regional Science Olympiad Coach Coached elementary school students in long-term engineering project Tennis Coach Volunteered at day camps teaching tennis to disadvantaged youth with the Arianna Foundation 2014-2016 2017 -Present 2016 -Present 2013-2016 2013-2015 2014-2015 2014-2015 2012-2013 September 11, 2018 Item #7 Page 45 of 94 LOCAL AFFILIATIONS Batiquitos Lagoon Foundation Citizens Climate Lobby 2016 -Present 20 I 6 -Present September 11, 2018 Item #7 Page 46 of 94 APPL/CATION FOR APPOINTMENT -PAGE 2 Education: Experience: Please see resume attached. Please see resume attached. As the parent to a young son (8 years old), much of my time is spent at baseball or soccer games, scouting events or parochial activities. When we are not otherwise engaged, I enjoy biking, paddleboarding, running and hiking c . with my family. My wife and I enjoy repurposing furniture and art projects as well. A~:,;i~::'ty Whenever possible, we enjoy taking in sunsets and the scenery at Tamarack beach. I am keenly interested in the Carlsbad's managed growth and adherence to its core values in maintaining a small town feel, beach community character and social connectedness. These are the ideals that brought me to relocate to Carlsbad, and they Additional continue to be what I find most endearing about this city. I have considerable experience Information with land use and planning at a local level. As an attorney, I have assisted applicants as or well as advising clients in opposition to development entitlements. I have also led Comments: negotiations with municipal authorities (zoning, planning, etc.) on behalf of developers, most recently for a San Diego developer. In addition, I have had experience serving on municipal bodies in the past, having been on the Nuclear Matters Cmte. in Plymouth, MA. September 11, 2018 Item #7 Page 48 of 94 September 11, 2018 Item #7 Page 49 of 94 -Resolved tort and contract claims for business and consumer litigants -Advised small business on entity selection, formation, tax, employment matters and dispute resolution -Counseled clients on employment matters in various industries including independent contractor agreements, ADA claims and compliance, and reduction in force matters BAY STATE PROPERTY MANAGEMENT, LLC Quincy, MA 2013-2016 Partner/Principal -Commercial property management provider catering to condominium associations with under 100 units -Oversaw collection of homeowner association fees, budgeting, and bank reconciliations -Responsible for creating capital improvement plans, defined project scope and schedule in consultation with clients, solicited proposals, vetting vendors and ensuring project completion -Pursued cost savings through available subsidies and rebate programs -Advised clients on legal, operational, and financial matters; utilizing outside professionals where necessary -Received and resolved client conflicts -Ensured timely payment of all accounts payable -Managed liability claims to successful resolution on behalf of association OFFICE OF ALBERT E. GRADY Brockton, MA 2007-2008 Litigation Attorney -Responsible for evaluation and assessment of prospective client claims for merits and cost benefit -Handled diverse caseload of claims including motor vehicle accident, medical malpractice, and intentional tort -Managed client expectations and developed cases through discovery, research and investigation -Responsible for litigation strategy and preparation for trial -Researched and drafted all court papers and pleadings -Prepared witnesses and clients for depositions and statements -Conducted and defended depositions of parties and non-party witnesses -Recruited expe1t witnesses and screened for conflicts -Engaged in negotiations for purposes of settlement -Participated in Arbitration and Mediation hearings for alternative dispute resolution BOYLSTON SEARCH ASSOCIATES Boston, MA 2006-2007 Senior Consultant/Executive Recruiter -Solicited and acquired target client accounts; negotiated compensation and formulated hiring and search goals -Identified and recruited qualified candidates for placement -Telephone screen and in-person interview potential candidates prior to submission for client openings -Prepared candidates for client interviews and managed offer, title and salary negotiations between candidates and clients -Assisted candidates with departure :from previous employer and assimilation in new client role -Provided support in resolving post-hire challenges HAWTHORNE LAW OFFICE Pembroke, MA 2005-2006 Associate Attorney -Reviewed and evaluated client matters and analyzed and rendered opinions on legal issues -Initiated client contact, opened diverse caseload and drove to resolution -Conducted and defended depositions; managed discovery and pretrial motion practice -Responsible for risk assessment and dispute resolution while handling client expectations -Navigated construction/mechanics lien issues September 11, 2018 Item #7 Page 50 of 94 EDUCATION: SETON HALL UNNERSITY SCHOOL OF LAW, Newark, NJ Juris Doctor May 2004 Admissions: Massachusetts Bar, U.S. District Court; District of Massachusetts Honors and Activities: Pro Bono Service Award Recipient 2003-2004 Alternative Dispute Resolution Society JAMES MADISON UNIVERSITY, Harrisonburg, VA Bachelor of Arts: Philosophy, 2001; Pursued Minor in Biology Honors and Activities: James Madison University Football, Atlantic 10 Conference; Linebacker 1997-1999 Student Judicial Council Appointee 2000-2001 Alpha Phi Omega (coeducational community service fraternity), Brother/Member PRIOR GOVERNMENT EXPERIENCE: Nuclear Matters Committee, Plymouth, Massachusetts: Member 2005-2007, actively engaged in oversight of Pilgrim Nuclear Power Plant (Entergy) Relicensing Application before Nuclear Regulatory Committee. September 11, 2018 Item #7 Page 51 of 94 APPLICATION FOR APPOINTMENT-PAGE 2 Education: Experience: Community Activities: BS Mechanical Engineering, Marquette University, Milwaukee, WI US Naval Test Pilot School Commerical Pilot fixed wing, helicopter, instrument rated 1990-201 O Marine GorpsOfficer, Combat Enginner, Helicopter Pilot · 1999-2004 Experimental test pilot, AH-1 Z/UH-1 Y program Deputy Test Director 2008-201 O Current Operations Officer, 3d Marine Aircraft Wing, Miramar. FAA liaison for airspace integration of Military aircraft requirements. Coordinator for Defense Support of Civil Authorities (Wildland Fire Fighting) 201 a-Present Residential rental and licensed vacation property/owner manager Wide range of experience working in colaborative and regulated environments, including ioreign government. Specialize in risk assesment, reduction, and management. Quick study on regulations, proceedures, and business practices. Active in my children's schools and sports leagues Carisbad resident for 20 of last 25 years, continuously since 2004. Carlsbad residential .. property owner for 20 years. I've lived in multiple states and countries and have commited to raising my children in Carlsbad. I value a well planned and integrated Additional community. As a property owner, I realize the need for balance between property rights Information and the needs/character of the community in which they reside. Thank you for your or consideration. Comments: September 11, 2018 Item #7 Page 53 of 94 Kristina L. Foss Professional California Bar Association, California Licensed Real Estate Broker Education California Western School of Law, San Diego, CA J. D.,April 2005, Dean's list Justice Kennedy Scholarship (top scholarship awarded) 2002-2003 Dean Merit Scholarship 2003-2005 Experience San Diego Superior Court, North County Pro-Tern Judge Adjudicated small claims calendar. Awesome Realty LLC/Kristina Foss Brokerage, Broker Nov 2005 -current Oct 2006 -current March 2016 -current Mar 2008 -current Real property investment and management. Home Owners Associations Board Member and Treasurer. Negotiated purchases and leases of real property and manage a portfolio of real property. . Women's Resource Center/YWCA May 2014 -May 2016 Attorney_ Provide family law legal services for Dissolutions, Restraining Orders and Child Custody. Managed emergency shelter hotline. 60 hrs domestic violence training. Neil, Dymott, Frank McFall & Trexler, San Diego, CA Mar 2007 -Mar 2008 Associate Foster care parent defense and Construction defect litigation .Awesome Realty LLC/ Kristina Foss Brokerage, Mar 2008 -current Broker Real property investment and management. Home Owners Associations Board Member and Treasurer.Negotiated purchases and leases of real prope1ty and manage a portfolio of real property. California Court of Appeal, San Diego, CA May 2003 -Aug. 2003 Judicial Extern to Justice Judith Haller Researched legal issues such as confessions, California contract licensing , ineffective assistance of counsel, and California sentencing exceptions. Crafted judicial opinions. Prepared legal memoranda. Evaluated advocacy techniques and discussed case disposition with Justice Haller. Paiticipated in training programs for legislative research, California sentencing, appellate procedure, and legal writing. I I \ September 11, 2018 Item #7 Page 56 of 94 APPL/CATION FOR APPOINTMENT -PAGE 2 Education: Experience: Community Activities: Additional Information or Comments: BS in Construction Engineering -Lawrence lnstitue of Technology MBA-univeristy of Texas JD -California Western School of Law Built houses from 1972 to 1984. Started in the construction materials business in 1984 and managed concrete, asphalt, and quarries. Currently work for large construction company that builds infrastructure projects. Familliar with CEQA and APCD rules and regulations. Participate in beach cleanup through Granite Construction. September 11, 2018 Item #7 Page 58 of 94 APPLICATION FOR APPOINTMENT (PLANNING COMMISSION) -Patrick Gravitt Education University of California Berkeley, Haas School of Business M.B.A. in Real Estate Economi,cs San Diego State University B.A. in Urban Geography, minor in Political Science. Graduate work in Public Administration Experience 2016 to 2017. Director of Reaf Estate Transactions and Strategy for Hewlett Packard Inc., based in Singapore. 1995 to 2015 {Retired). Senior Director of Real Estate for Qualcomm Incorporated. J led the real estate and strategy team for Qualcomm as the company grew from 3,000 to 33,000 employees and the real estate portfolio from 1 mHlion to 11.5 million square feet. I made over 80 international trips on behalf of the company negotiating deals and completed over 100 transactions in San Diego County. Much of my work involved interaction with various planning departments and other government agencies. 1985 to 1995. Two private planning firms, various real estate developers, and one government agency (Resolution Trust Corporation). Student worker while at San Diego State. J worked for over two years at the San Diego County Planning Department as a researcher. graphic artist, statistician for the 1980 County Water Study, and various other tasks. Community Activities Various beach cleanups, triathlon volunteer, and generally a concerned Carlsbad citizen for 29 years. Additional Information I am a San Diego County native and moved to Carlsbad in 1989 where I raised my family. I have keen interest in what is happening in the city. My background in city ptanning and rear estate should be of benefit to the City of Carlsbad. I am retired now and want to give back to Carlsbad by volunteering on the Planning Commission. September 11, 2018 Item #7 Page 64 of 94 APPL/CAT/ON FOR APPOINTMENT -PAGE 2 Education: Experience: Community Activities: B.A. SOCIAL STUDIES/EDUCATION WILLIAM PATERSON UNIVERSITY WAYNE, NJ M.S. MANAGEMENT SALVE REGINA UNIVERSITY NEWPORT, RI GRADUATE, NAVAL WAR COLLEGE NEWPORT, RI (CORE CURRICULUM INCLUDED DEFENSE ECONOMICS AND DECISION MAKING) CAREER US MARINE OFFICER 1968-1992 LTCOL (RET) MORE THAN 18 YEARS STAFF EXPERIENCE INCLUDING PLANS OFFICER TWICE BASE INSPECTOR, MCB, CAMP PENDLETON FINANCIAL SERVICES PROFESSIONAL (INSURANCE AND ANNUITIES) PAST PRESIDENT.FRIENDLY SONS OF SAINT PATRICK, SAN DIEGO MEMBER, 1ST MARINE DIVISION ASSOCIATION MEMBER, MARINE CORPS ASSOCIATION & FOUNDATION MARRIED 47 YEARS FATHER OF THREE GROWN CHILDREN GRANDFATHER OF EIGHT GRANDCHILDREN Additional ENCINTIAS RESIDENT 1988-2000 Information SOUTHWEST CARLSBAD RESIDENT 2000-CURRENT or Comments: September 11, 2018 Item #7 Page 68 of 94 APPLICATION FOR APPOINTMENT -PAGE 2 Education: Experience: Community Activities: High school diploma, and currently attending college. Have various professional certificates, from engineering schools to certifications as a federal law enforcement officer. I have experience from service in the U.S. Marine Corps in coordinating with various groups in order to implement a program and achieve an overall objective. I have experience working with a myriad of individuals from different backgrounds, education levels, and walks of life, in order to successfully implement policies. I am new to the community of Carlsbad and I would like to become engaged in the city. served in the U.S. Marine Corps for 13 years and moved quite frequently and was never able to engage with local communities as I moved so often. Now I am a homeowner and reside in Carlsbad, I want to start giving back to the local community. I respectfully request to be considered to become a member of the Planning Commission for the city of Carlsbad. Helping achieve objectives and implement policies is something that i am interested in, and I want to give back to my local community. Thank you for the Additional consideration. Information or Comments: September 11, 2018 Item #7 Page 70 of 94 APPLICATION FOR APPOINTMENT -PAGE 2 MBA, Marketing (BYU, 1989) BS, Computer Science and Statistics (BYU, 1987) Mexico Real Estate Laws and Marketing (UABC/Baja California, Mexico, 2006) California Real Estate Broker (2009 + ongoing licensing requirements) Education: Certified International Property Specialist destination (NAR, 2015) Plus other real estate certifications and specialties. Experience: I am entrepreneurial executive with over 13 years of bilingual residential and commercial real estate sales (San Diego and Mexico), and (previously) 19 years product management, and marketing in leading-edge -- Internet technologies in Silicon Vafley corporations. Aside from my volunteer city duties on the Ag Mitigation Committee, I volunteer to encourage organizations, communities,-and governments to embrace electric and autonomous transportation through my participation in the non-profit Electric Auto Association and the SANDAG San Diego Proving_Grounds Consortium. I have been on all sides of major projects. In some cases, I was a private investor looking for a return. In others, I was the agent in property acquisition for major projects, while in others I spoke out against developments and encouraged public education. This breadth of experience for and ag?;inst past projects combined with a solid understanding of real property rights, and backed by the vision of Carlsbad's General Plan make ~e an especially fair and balanced commissioner candidate. Member, Carlsbad Ag Mitigation Committee (Active). City Captain, National Drive Electric Week-Carlsbad 2018 by the non-profit Electric Auto Association. Co-author of Carlsbad's City Council District Election map (Cohen-Flock-1, July 2017). Former candidate for Carlsbad City Council (2016). -· Administrator for the 1,300 member non-partisan group "Wake Up Carlsbad." Members of the ACo~,:n_unity group are interested in loci;ll development, events, and politics. I am known for encouraging moderation ct1v1t1es: d f . . ·ty f d" · · t an aIrness in a comm uni o ,verse vIewpom s. Active in attending local civics such as City Council, city workshops, Citizens Academy, and local resident networking. I am prepared to continuing serving the City o(Carlsbad in a volunteer capacity and welcome additional responsibilities. I have studied the Brown Act using training materials by the League of California Cities. Additional I commit to apply Carlsbad's General Plan, my growing knowledge of relevant regulations, public Information opinion, and Staff reports to advisory recommendations as a commissioner. or Comments: I am fluent in Spanish and can communicate with Carlsbad's Spanish-speaking community verbally and in writing. September 11, 2018 Item #7 Page 72 of 94 APPL/CATION FOR APPOINTMENT -PAGE 2 • Education: Experience: Community Activities: Bachelor's Physics/Nuclear Engineering -MBA work at Harvard Business School, Univ Chicago Business School, University of Phoenix Master Certified NLP Commercial instrument pilot's license, Commercial Remote Airplane (drone) license CEO and founder business consulting company, Facilitator Sage Executive Group, Certified Business and Executive Coach (Global awards), CEO NYSE company, CEO/SVP/GM private consumer products company, Senior Director Lockheed_ Martin, Navy F-14 pilot and Operations Officer, President/CFO Rancho Carrillo HOA (1,548 homes), President Sanctuary of Universal Reality (non-profit) Lieutenant Carlsbad Police Volunteer Patrol, Chairman Carlsbad Traffic Safety Commission, Carlsbad Chambert President/CFO Rancho Carrillo HOA (1,548 homes), President Carlsbad WOS BNI group (association of business owners), Carlsbad Citizen's Academy, Carlsbad Business Academy · Carlsbad is home and I want to make it the best place to live and do business for everybody. Additional I have the technical and financial background to be able to understand and evaluate all Information the variables involved. In fact my company's name is Multivariable Solutions. For over 10 ~r years in Carlsbad my company has done strategic planning for all size companies and omments: then often stay around to help them with the execution. So, I am all about planning. September 11, 2018 Item #7 Page 74 of 94 APPL/CATION FOR APPOINTMENT -PAGE 2 Education: Experience: California State University, Sacramento Graduated Cum Laude, degree in Biological Sciences During my first couple of month living in Robertson Ranch, I took an active interest in the commercial development referr~d to as "The Shops at Robertson Ranch." I connected with the city planning board and the builder to learn details of the plan and to provide guidance based on community feedback. This process is ongoing -and would very much like to do this work in a more formal manner, impacting all of Carlsbad. I am a business professional with a track record of leadership, team work, project management, and accomplishing goals. I am an excellent communicator with the flexibility in my schedule to attend all meetings and engage in community discussions. As a father of four, my community engagement has centered around my children's activities i.e. coaching baseball and soccer, volunteering in the classroom, and organizing blood drives. c . Now that my children are older, I have a sincere interest in making a difference at a higher A~:V:i~::'ty level -ensuring that Carlsbad undergoes a smart balance of growth and preservation is at the heart of what I want to be doing. My name is Chris Woolsey. I am the husband to my wife Megan and the Dad to my four children::. Elsa, Violet, and Preston (triplets) and Ava. The triplets attend Valley Middle School and Ava will be a freshmen at Sage Creek in the fall. Additional My wife and I lived in Carlsbad 20 years ago when we were newly married, but then Information moved to Sacramento for a work opportunity. Fifteen years later, we realized we wanted ocr to shift our lives to a more active and engaging lifestyle and finish raising our family in omments: Carlsbad. We moved to Robertson Ranch last summer. I have deep desire to be engaged in my community community and to be a part of planning discussions to ensure we have smart growth and development. September 11, 2018 Item #7 Page 76 of 94 APPL/CATION FOR APPOINTMENT -PAGE 2 Education: Executive Master of Business Administration, San Diego State University Master of Urban and Regional Planning, University of Hawaii, Bachelor of Arts in Geography, San Diego State University Experience: Over twenty five years of experience in comprehensive city planning, urban design & university planning, smart growth & transit oriented development, fiscal planning, environmental analysis, management, coastal planning, & development entitlements. With a unique background in planning, business & economics I have managed several award winning planning projects including General Plans, Zoning Ordinances, & numerous development projects. Experience: Some recent Speaking Assignments: Innovative and Integrated Transit Oriented Development Corridor Action Planning; APA National Planning Conference. Innovative Methods in Smart Pfanning Suburban Transit Oriented Development, Doing the Right Thing: Ethical Practices for a Diverse Population, & Creating a There There -Mixed-use-Public Places-Transit, and others; APA California Chapter Conferences. Community Activities: Board Member, Batiquitos Lagoon Foundation, 2018- Aqua Hedionda Lagoon Foundation, Lifetime member_ 8-years in the following dected leadership positions for the American Planning Association and the American Institute of Certified Planners, along with a 25 year member of those professional planning organizations: Commissioner of the American Institute of Certified Planners, 2010-2014 Additional Vice President for Public Information, American Planning Association, California Chapter, 2008-2010 Information Section Director, American Plann~ng Association, San Diego Section, 2006-2008 or American Institute of Certified Planners, 1991-2016 & American Planning Association, 1990-2016 Comments:· Publications: Tools for Sustainability: Integrating Land Use & Transit Planning for Greenhouse Gas Reduction; APTA 2011 Rail Conference. Numerous articles in APA California Cal Planner September 11, 2018 Item #7 Page 78 of 94 LANCE B. SCHULTE PROFILE Community development professional with a comprehensive background in community development program management in private-sector, municipal, and institutional environments. Experienced in managing environmental and financial sustainability, transit oriented smart growth, high-quality development and community design, and external communication programs in interaction with executive and board management levels. Recognized for development of innovative and sustainable solutions in plan, program and fiscal management. Experienced in: • Community development strategies and programs • Comprehensive and sustainable results • Collaboration and consensus development • Fiscal management • Principled and innovative solutions EXPERIENCE: Consultant 2014 -present Independent Consultant, to select cities and public agencies of various sizes. • Public-Private and interagency partnership facilitation • Transit oriented district policy planning and project implementation • Multimodal transit station and transit oriented development planning and design. HDR, Inc., Senior Community Planner 2008 -2013 HDR a consulting services firm to a range of national and international clients, with 7,500 employees in 180 offices. • Managed the initial design phase of a rail transit station to serve a high-tech corporate campus headquarters and surr~unding community.· The project is an innovative public-private partnership to design, build and maintain the transit station, and integrate with TOD planning between a major corporation, City and regional transportation agency. • Developed guiding principles, surrounding context coordination, identification of public and private sector funding sources, and project design and implementation to optimize TOD and TOD revenue opportunities in the design of a 10 acre regional multi-modal transit center with multiple phased TOD opportunity sites. The transit center will be a regional hub for commuter rail, regional BRT and rapid bus lines, rail tran_sit, 22 local bus routes, and various private transportation providers. TOD opportunities include both on-site development and off-site connections to surrounding TOD sites and areas. • Developed proposed land use and regulatory changes to create ten (10) 500-acre Transit Oriented Districts (TOD) along a nine-mile transit corridor. The project provides planning assistance to three (3) cities in close coordination with regional sustainability planning and transit development. Project serves to promote greater transit ridership, improve project feasibility, and provide increased economic and community development opportunities. The project has collaboratively prepared vision plans, policy, guidelines, and standards for TOD plans, general plan amendments, zoning or another land use mechanisms, and new approaches for more efficient and comprehensive implementation of TOD. • Developed regulatory standards and guidelines for development plan to create a 33-acre civic center district that included 3 million square feet of City Hall, Library, Performing Arts Center, Multi-generational Facility, office, retail, and residential uses; and the close integration of parks and multi-use civic open spaces and phased incorporation of structured parking solutions. The project incorporated extensive design detail and infrastructure phasing to assure quality and positive integration with the surrounding city center, universities and educational facilities. • Developed land use and infrastructure policy and regulatory standards for a new 6,000-acre community plan of over 11,000 homes and 3 million square feet of non-residential uses. The plan incorporated innovated L.E.E.D. ND and NC criteria, and involved incorporation of sustainable infrastructure programs. • Managed rapid preparation of Energy Efficiency & Conservation Strategy (EECS) for large suburban county to obtain over $6.5 million under the Federal Department of Energy (DOE) Energy Efficiency & Conservation Block Grant program. The county was one of the early participants in the program and was presented with ongoing DOE program refinements along with a very tight timeline to complete the EECS. The EECS was completed within 30-days and was accepted by DOE without adjustments or clarifications. September 11, 2018 Item #7 Page 79 of 94 • Managed expeditious preparation of Specific Plan for the development of a large retail complex, including a major big box anchor tenant that provided the commercial client and the City with specificity with regard to the design and future buildout of the project site. • Prepared permitting approaches, analysis and documentation for multimillion dollar infrastructure projects. Economic Development Administrator 2006 -2008 NCTD, a rail/bus transit agency for eight cities of north San Diego County, with 600 employees and $85 million budget. • Directed multiple award-winning master planning for the $300 million redevelopment of three transit centers on 42 acres to incorporate long-range transit needs and transit oriented mixed-use development. • Led non-transit revenue development and contract management and negotiations, achieving 600% increase in projected revenue. • Identified and irutiated major opportunities for significant new revenue growth and cost savings. • Successfully drove multilevel intergovernmental coordination, policy development and negotiations. • Developed community and business relations on key land use and transportation issues. • Managed contract coordination of an approximately $60 million mixed-use transit oriented development plan, $4 million joint-use construction project, and $1.3 million applied research study. • Developed an innovative mixed-use and transit funding method that was awarded a $100,000 state research grant. Municipal Consultant 2005 -2006 Pacific Municipal Consultants, a consulting services firm to cities and public agencies of various sizes. • Managed citywide holding capacity study to determine public infrastructure, services impacts, and needs for city build-out scenarios, for a proposed major development and annexation. • Managed land use entitlements for major development projects, such as a 380,000 square foot commercial center. Assistant Director/Senior Planner of Physical Planning 2003 -2005 University of California San Diego, a 1,200 acre campus with a population of35,000 and $2 billion budget. • Managed coordination of the Long Range Development Plan for 9 million square feet of new development. • Managed physical planning issues for the development teams responsible for 900,000 square feet ofL.E.E.D. commercial, educational, healthcare and housing projects totaling $327 million. • Led creation of award winning development plan and design guidelines for transformation of an 80-acre area to a 24/7 educational/social/administrative center by planning for 2.2 million square feet of new development, 942 beds of housing, 2,800 structured parking spaces, new light rail transit/bus facilities, and multi-function open spaces. • Managed special projects involving complex development and regulatory issues. • Directed site selection, feasibility/capacity analysis, and design development for land development projects. • Created and delivered presentations to the public, colleagues and executives on land development proposals and programs. • Led. coordination with state and local land use and transportation agencies on light rail transit and freeway improvement plans. • Supervised and coached a team of four staff and interns. Independent Consultant 2002-2003 Planning and Development Project Manager • Managed local agency development entitJement processing for 100 to 500-lot subdivisions. • Analyzed subdivision and land development design for local agencies. • Developed public policy and regulations to resolve development restrictions for local agencies. Business Development • Development of new products for worldwide sales to multinational corporations. • Negotiated multi-year and multi-million dollar product production and sales agreements. Vice President -Key Accounts and Product Development 1997 -2002 Legion Paper West, a leading fine and digital fine art paper cornpany. • Identified and developed key accounts, growing sales over 300% in five years. • Co-managed a company to exceptional earnings in a highly competitive industry. • Developed three of the firm's top five business accounts. September 11, 2018 Item #7 Page 80 of 94 • Identified and created key strategic alliances and partnerships with influential professionals, educational institutions, product developers, manufacturers, distributors, etc., to create, test, and market new products and services. • Negotiated international exclusive production, new product, and sales agreements. • Created and managed channel expansion strategy, from direct sales to influential end-users, then to retail distribution, and finally to OEM sales. • Led transition oflocally-focused, closely held corporation to a nationally-focused, multi-office corporation, with an added international dimension. • Developed strategic plans to achieve sales growth projections and profitability goals. • Developed new, innovative products and markets, including new digital technology products that led to the development of new market segments outside of company's traditional markets. • Developed internet-based distributor channels. • Managed trade show programs, including the planning of Marcom materials. Senior Planner 1989-1997 City of Dana Point, California, a city of6.5 square miles with a population of35,000 and $30 million budget. • Managed the Planning and Code Enforcement Divisions, and helped supervise the contract Building Division. • Supervised city analysis of development and land use proposals, including CEQA review. • Directed preparation of an award winning General Plan, Zoning Ordinance, and Local Coastal Program. • Managed award-winning projects, one valued at over $200 million, requiring creation of innovative strategies and solutions, achieving high levels of project design, developing inter-organizational policy and standards, structuring vesting development approvals, and defining detailed project implementation and monitoring. • Managed preparation of city-wide urban design guidelines, biological inventory and downtown urban _design concepts. • Designed long-range capital budget and revenue forecasting models for the city budget. • Conducted public workshops to analyze business and customer proposals for Council and Board members, State agencies, and interested parties. • Represented organizational interests in public forums and via TV, radio, and printed news media. • Created and managed medium-term service contracts up to $900,000. • Developed key relationships with business and community groups, and public agencies. • Designed and implemented interactive customer opinion surveys and public relations mailings. Associate & Assistant Planner 1986 -1989 City of Carlsbad, California, a city of 42 square miles with a population of95,000 and budget of$200 million. • Prepared multi-million dollar growth management and public infrastructure plans. • Managed plan preparation of an award winning mixe.d-use commercial and public facilities center. • Managed complex master plans for a large-scale residential com!Ilunity. • Analyzed and made recommendations on land use and development proposals, including CEQA analysis. • Provided staff analysis to the Redevelopment Agency and Design Review Board. • Prepared draft city policy. • Authored development standards and ordinances. Assistant Planner 1985 -1986 City of Oceanside, California, a city of 42 square miles with a population of 178,000 and budget of $360 million. • Developed policy for the revision to the Land Use Element of the General Plan. • Managed the review and recommendation of land use and development proposals. • Assisted in the preparation of an award winning historic district plan. • Prepared coastal and historic planning analysis and recommendations. Other Related Experience: .,_ Research, analyze, purchase and manage investment real estate. • Constructed a detached single family home. • Prepared computer system applications to analyze real estate proposals. • Authored a statewide land use/resources study used to document the rationale for statewide land use zoning. • Acted as liaison to state government for a computerized coastal development permit database. • Analyzed and compiled land use and recreational resources data for a statewide database. September 11, 2018 Item #7 Page 81 of 94 • Analyzed multi-state land use, ownership and jurisdictional information for NEP A/CEQA studies. • Performed visual resources assessments. EDUCATION: Executive Master of Business Administration, San Diego State University Master of Urban and Regional Planning, University of Hawaii Bachelor of Arts in Geography, San Diego State University PROFESSIONAL & CIVIC: Commissioner of the American Institute of Certified Planners, 20I0-2014 Vice President for Public Information, American Planning Association, California Chapter, 2008-20 I 0 Section Director, American Planning Association, San Diego Section, 2006-2008 American Institute of Certified Planners, 1991-2016 American Planning Association, 1990-2016 Board Member, Batiquitos Lagoon Foundation, 2018- Aqua Hedionda Lagoon Foundation September 11, 2018 Item #7 Page 82 of 94 APPLICATION FOR APPOINTMENT-PAGE 2 Education: Experience: Community University of Maryland School of Engineering BSEE with Honors George Washington University Law School JD with Honors Real Estate consulting and Sales Beazer Homes Division President Sacramento Exec VP & Gen Mgr Fresno VP Sales Sacramento Forecast Homes VP Sales &Mktg· Lewis Homes Project Mg( 2008-present 1996-2008 2007-2008 2004-2007 1996-2004 1995-1996 1994~1995 Friedman Homes VP Sales ,Mktg & land acq 1979-1993 Carlsbad Housing Commission Chairperson Director Sea Cliff HOA ( Carlsbad CA) President 2015-present 2018-present 2012-present 2013-present Activities: Director Leucadia Hills HOA President 2009-2011 2010-2011 Additional Information or Com·ments: HomeAid Sacramento ( builder charity) 1996-2004 President 2004 Affordable Housing Comm Sac Metro Chamber 1999-2004 Member California Bar California Real Estate Broker September 11, 2018 Item #7 Page 84 of 94 APPLICATION FOR APPOINTMENT-PAGE 2 Education: Experience: Community Activities: University of California, San Diego -Bachelor's Degree, Business/ Managerial Economics (2004) University of California, San Diego -Bachelor's Degree,_ Cognitive Science (2004) The University of Chicago -Doctor of Law (JD) (2008) Corporate law partner in top tier venture capital focused law firm, with over ten years of experience. Represented clients in over $3B of financing and sale transactions, assisting and advising on all· aspects of such transactions as well as day to day operations and management. In connection with such activities, has assisted and advised the Board arid senior management of such clients with corporate growth, strategic planning and long term development activities. Currently acting external general counsel to several high net worth private equity and venture capital firms. Active (as either an advisor, guest speaker or other similar role) in multiple San Diego based startup company incubators, including EvoNexus (assisted with formation and ~2 years as guest speaker), Founder' s Group (~2 years as guest speaker), Startup Leadership Program ( ~3 years as guest speaker, 1 year as active mentor), and the UCSD Rady School of Business venture fund (1 year as guest speaker). Longtime resident of Carlsbad, moved here in 1984 and attended K-12 in Carlsbad · (Magnolia, Valley and Carlsbad High School). Parents (Susan and German Gutierrez) are active in the Carlsbad community and were Carlsbad citizens of the year in 2018. Additional Information or Comments: September 11, 2018 Item #7 Page 88 of 94 APPLICATION FOR APPOINTMENT -PAGE 2 .. Bachelor of Science in Geology, University of Idaho -Masters of Business Administration, Arizona State University Education: ,I' -Commercial real estate agent in Carlsbad since 1999 -Focused on commercial/industrial properties -Represented both tenants and landlords in City of Carlsbad -Some past projects have required approval/interaction with Planning Department -Carlsbad resident since December 1995 -Have worked for four different brokerage firms that have all been located in Carlsbad Experience: -Understanding of how zoning and planning issues affect businesses and property owners Community Activities: -Community Serve Day site leader past 2 years -Volunteer at Sunset High School for past 5 years -Masters and ocean swimming -Sponsor of educational seminars for commercial property owners-most recent April in Carlsbad I am grateful to live and work in Carlsbad. The strategic vision and foresight of our past and present leaders through creating the Growth Management Plan and wise implementation by the Planning Commission have contributed significantly to our Additional excellent quality of life. Overall, I feel the Planning Commission performs its duties very Information well in service to the community. Through my work in commercial real estate, I am or ascinated by the recent changes and shifts in how people utilize all types of real estate. Comments: Serving on the Planning Commission would be a rewarding and enjoyable use of my skills and abilities. I appreciate and the work and professionalism of the Planning Commission and would be honored give back to my community by serving on this team. September 11, 2018 Item #7 Page 90 of 94 COUNTY OF SAN DIEGO ASSESSOR'S OFFICE 1600 PACIFIC HIGHWAY, SUITE 103 SAN DIEGO, CA 92101-2480 (619) 236-3771 • FAX (619) 557-4056 ERNEST J. DRONENBURG,JR. ASSESSOR/RECORDER/COUNTY CLERK www.sdarcc.com RECORDER/COUNTY CLERK'S OFFICE 1600 PACIFIC HIGHWAY, SUITE 260 P.O. BOX 121750, SAN DIEGO, CA 92112-1750 (619) 237-0502 • FAX (619) 557-4155 August 28, 2018 To Whom It May Concern: It is my pleasure to recommend Peter Merz to serve on the City of Carlsbad Pl~ning Commission. Peter is a real estate professional I have had the pleasure of working with in promoting opportunities in North County San Diego. Peter has also resided in Carlsbad with his family for over 20 years. As a resident and real estate professional Peter brings a balance of community and commercial real estate experience, which is highly valued in Planning Commission members as they are tasked with reviewing community development projects. Peter's extensive technical expertise will be invaluable when reviewing projects for compliance, zoning, and environmental concerns. Furthermore, by using his professional experience, Peter will be a resource to the Council when reviewing facilities management plans in order to ensure you are getting the highest and best use of taxpayer resources. Lastly, Peter's daily work includes reviewing the real estate market in the North County region and maintaining an awareness of national trends. Peter's up to date knowledge of the market will be an invaluable asset to the Council as you rely on Planning Commission members to identify potential problems and opportunities facing the city. Thank you for your consideration and I look forward to the City of Carlsbad's continued success and growth. Sincerely, ~ Er Assessor / Reco ~ County of San Diego September 11, 2018 Item #7 Page 91 of 94