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HomeMy WebLinkAboutDirection - Potential Appointment 2 Citizen Members - Finance CommitteeSTAFF REPORT CITY OF PALM DESERT CITY CLERK DEPARTMENT MEETING DATE: September 12, 2019 PREPARED BY: Rachelle Klassen, City Clerk REQUEST: Direction regarding potential appointment of up to two (2) citizen members on the City's Finance Committee. Recommendation By Minute Motion, provide direction to staff on how to proceed with appointment of up to two (2) citizen members for openings on the City's Finance Committee. Strateaic Plan No specific Strategic Plan Goal associated — routine municipal affairs. Backaround Analvsis Earlier this summer City Council approved modifications to the City's Finance Committee (formerly Audit, Investment & Finance Committee, and Investment Committee) with Ordinance No. 1349 (amending Palm Desert Municipal Code Chapter 2.16) and Resolution No. 2019-42, effecting a name change and composition of this legislative advisory body. Presently, membership includes two City Councilmembers (Mayor Weber and Mayor Pro Tern Nestande) appointed by the Mayor, and up to five (5) citizen members (Karen Alexander, Russell Campbell, and Robert [Bob] Leo). Consequently, there are openings for up to two (2) citizen members on the Committee: 1-Holcombe (term 12/31/21) and 1-New Position (term 12/31/23). The September -October BrightSide newsletter contains an article announcing service opportunities on the City's Committees/Commissions, including the Finance Committee. In addition, there are two active applications on file with the City Clerk's Office for the Committee. Staff will await City Council's direction on how to proceed. Fiscal Analvsis No fiscal impact associated with this consideration. LEGAL REVIEW DEPT. REVIEW FINANCIAL Approved as to Form or REVIEW Content NIA � N/A Robert W. Hargreaves Rachelle D. Klasse �/ Janet M. Moore City Attorney City Clerk Director of Finance City Manager Lauri Aylaian ATTACHMENTS: 1. City Committee/Commission Vacancies List. 2. P.D.M.C. Ch. 2.16 and Ord. 1349. 3. Resolution No. 2019-42. ASSISTANT CITY MANAGER N/A Andy Firestine Assistant City Manager CITY OF PALM DESERT -- COMMITTEE/COMMISSION DATA as of AUGUST 1, 2019 Committee/Commission I Membership I Current Vacancies I Terms Exp. 12/31/19 Architectural Review Commission 9 -2- 3 (0'14' Tues., 12:30 p.m., DSCR) ('Lv Open - reduce mbrshp to 7?) Levin, McIntosh, Vuksic Art In Public Places Commission 7 -0- 3 (end Wed., 9:00a.m., DSCR) Adney, S. Campbell, Miller Building Board of Appeals & Condemnation 5' -0- 1 (Meets as needed.) (Membership must include at least Murnhv 2 persons w/physical disability, per H & S Code 19957) Cultural Resources Preservation Committee 7 -0- 2 (Last Tues., 9:00a.m., ACR) Mireles, Olesen El Paseo Business Association 7 -1- 1 (3'd Thurs., 8:00 a.m., NWCR) Hietter (Saks)-'21 Fletcher Finance Committee 5 -2- 1 (_>Qtrly-4' Tues- 10 a.m., NWCR - Jan, Mar, May, Jul, Sep, Nov) (*Membership provides for a Holcombe-'21, (New)-'23 R. Campbell maximum of 5 citizen members.) Hotel & Signature Events Committee 7 -1- 0 (Bimonthly, ls' Wed., 4 p.m., NWCR-Feb,Apr,Jun,Aug,Oct Dec) (5-Business, 2-Council) Dyer- <100rms-'20 Housing Commission 7* -0- 1 (1" Wed., 3:30 p.m., NWCR) (Mmbrshp 2-Housg Auth Tenants, Morrison(R) 1-over age 62, if possible.) Library Promotion Committee 7 -0- 0 (3'd Wed., 3:00 p.m., ACR) Marketing Committee ("No more than 7 representing one of 7' -1- 1 the following categories: Ig. hotel, sm. hotel/motel, Ig. retailer, Islami (Gardens)-'19 Scott sm. retailer, shopping ctr., restaurant, culture/arts, local attraction, or tourism advocate.) (Bimonthly-1s' Tues., 3 p.m., ACR-Feb,Apr,Jun,Aug, Oct, Dec) Parks & Recreation Commission 9+2 Ex-officio+Up to 1 3 (1" Tues., 8:30 a.m., ACR) 2 Alternates C. Thomas-'21 Dawson, Guyer, Housken Planning Commission 5 -0- 1 (1st/3rd Tues., 6:00 p.m., Council Chamber) Holt Project Area No. 4 Committee 11 N/A N/A INACTIVE Public Safety Commission (2"d Wed., 3:30 p.m., ACR) 7" -0- 2 ('Membership: 1-law enforcement background, 1-fire protection Harkins, Kirkwood background, 1-retail community, 4-at-large members.) Rent Review Commission 3 + 2 -3- 1 (Meets as needed.) 3-Regular, 2-Alternates 1-Adams-'l9, Dorf 2-Alts.- (Stagger) Sustainability Committee(Quarterly, 3:00 p.m., ACR) 13 -3- 4 Raya-'19, Rosenberg-'22, Gatons, Henderson, Schmid-'22 Heuring, Robertson University Planning & Development Cmte. 9 (Special) -3- -0- (Quarterly - As Scheduled) Nakashige (UCR-SOM); Azhand, Brown -Welty (CSUSB) Youth Cmte. (All 1-year terms.) (2'dMon.,6p.m.,ACR) 15 (Max.) -6- All CV Mosquito & Vector Control District 1 -0- 0 Joslyn Center 1 -0- 0 +� Palm Springs Intl. Airport Cmssn.` I 1 I 0 I 0 'Recomm to PS City Cncl. (Mtgs. 2"' Wed, 8 a.m., PSP Airpt.) I II Riv. Co. Free Libr. Adv. Cmte. 1 I 1 ? 0 Trails Mgmt. Subcmte: CVMSHCP 1 I -0- 0 Palm Desert Rec. Facil. Corp. 2 I -0- 0 Chapter 2.16 AUDIT, INVESTMENT AND FINANCE COMMITTEE Page 1 of 1 Palm Desert Municipal Code up 11 Previous I Next Main Lollapse , _11 Search 11 Print 1 N Frames Title 2 ADMINISTRATION AND PERSONNEL Chapter 2.16 AUDIT, INVESTMENT AND FINANCE COMMITTEE * * CodeAlert: This topic has been affected by Ordinance No. 1349. To view amendments and newly added provisions, please refer to the CodeAlert Amendment List. 2.16.010 Office created. There is established in the city an audit, investment and finance committee composed of the finance director/treasurer or assistant finance director, city attorney, city manager or designee, two members of the city council appointed by the mayor, and up to a maximum of four citizens from the community appointed by the mayor, subject to concurrence by the council. (Ord. 1252 § 1, 2013; Ord. 1241 § 7, 2012; Ord. 1105 § 1, 2005; Ord. 976 § 1, 2001; Ord. 792 § 1, 1995; Ord. 776 § 1, 1995; Ord. 675 § 1, 1992; Ord. 59 § 2, 1974) View the mobile version. http://gcode.us/codes/palmdesert/view.php?topic=2-2_16&showAll= l &frames=on 8/27/2019 ORDINANCE NO. 1349 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, AMENDING CHAPTER 2.16 RELATIVE TO THE FINANCE COMMITTEE THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, DOES HEREBY ORDAIN AS FOLLOWS: Section 1: That Chapter 2.16 be and the same 2.16 and Section 2.16.010 be and the same is amended to read as follows: "2.16.010 Purpose There is established in the city a finance committee, the composition, duties and bylaws of which shall be adopted by the City Council by resolution." Section 2: The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published once in a newspaper of general circulation, printed and published in the County of Riverside and circulated within the City of Palm Desert, and the same shall be in force and effect thirty (30) days after its adoption. PASSED, APPROVED AND ADOPTED by the City Council of the City of Palm Desert, California, at its regular meeting held this 11th day of Jam, 2019, by the following vote to wit: AYES: HARNIK, JONATHAN, KELLY, NESTANDE, and WEBER NOES: NONE ABSENT: NONE ABSTAIN: NONE SUSAN MARIE WEBER, MAYOR ATTEST: T "11119 VIM 4 hi 0-1 — %--1— r)-o ► I RESOLUTION NO. 2019- 42 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA DECLARING ITS INTENTION TO APPROVE BYLAWS AND RENAME THE AUDIT, INVESTMENT, AND FINANCE, COMMITTEE TO THE FINANCE COMMITTEE The City Council of the City of Palm Desert, California (hereafter referred to as the "City Council") Hereby Finds, Determines, Resolves, and Orders as follows: WHEREAS, by prior Ordinance No. 59, the City Council of the City of Palm Desert determined and declared that there is a need for an investment committee to function in the city and established the Palm Desert Investment Committee; and, WHEREAS, by prior Ordinance No. 1105, the name of the Palm Desert Investment and Finance Committee was changed to the Palm Desert Audit, Investment, and Finance Committee; and, WHEREAS, the Palm Desert Audit, Investment and Finance Committee desires to adopt bylaws, simplify the name of the committee to the Finance Committee, and identify the responsibilities of the committee by resolution. NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, AS FOLLOWS: Section 1. That the above recitals are true and correct and constitute the findings of the City Council in this case. Section 2. The bylaws of the Finance Committee, attached hereto as Exhibit A, are hereby approved and adopted as the official bylaws of the committee. PASSED, APPROVED, AND ADOPTED this 27th day of June 2019 by the following vote to wit: AYES: HARNIK, JONATHAN, KELLY, NESTANDE, AND WEBER NOES: NONE ABSENT: NONE ABSTAIN: NONE SUSAN MARIE WEBER, MAYOR ATTEST: RA L D. LA EN, ITY CLERK CITY OF PALM DESERT, CALIFORNIA Resolution No. 2019-42 Exhibit "A" Palm Desert Finance Committee Bylaws Article I — Name. This committee is called the Finance Committee (previously known as the Audit, Investment, and Finance Committee, or the Investment Committee). Article II — Powers and Duties. The Finance Committee reviews and, if necessary, advises the city council on: 1) auditing and internal controls; 2) financial reporting; 3) investments; 4) municipal debt and refunding; and 5) such other functions as the city council may request. Article 111 — Members. The Finance Committee has up to seven members: two city council members appointed by the mayor and up to five community members appointed by the city council by majority vote. Community members serve staggered four-year terms. Article IV — Officers. The Finance Committee has two elected officers: the chair and the vice -chair. The chair conducts all meetings. If the chair is absent, then the vice -chair acts as chair. If the chair and the vice -chair are absent, then the committee appoints a committee member to act as provisional chair. Article V — Meeting Notice. Regular meetings are noticed by posting an agenda at least 72 hours (three business days) before meetings (Cal. Gov't Code section 54954.2(a)). Special meetings are noticed by posting an agenda at least 24 hours (one business day) before meetings (Cal. Gov't Code section 54956). Emergency meetings can be called if dire circumstances threaten public health or safety, as long as one -hour notice is given to media if requested (Cal. Gov't Code section 54956.5). Article VI — Meetings. The Finance Committee meets at least once a quarter, but may meet more frequently by majority vote of the committee, subject to availability of unscheduled space. All Finance Committee meetings are held at Palm Desert City Hall. A quorum is established if a simple majority of committee members are present. Article VII — Voting. All committee motions are approved by majority vote. If there is a tie vote with no abstentions, then the vote is recorded as a tie (no action). A subsequent motion may be offered and acted upon before finalizing the consideration of the item. Article Vlll — Subcommittees. The city council or the city manager can direct the Finance Committee to create an ad hoc subcommittee to study an issue. The subcommittee will report its findings and recommendations to the Finance Committee. Article IX — Bylaws Amendment. The city council can amend the Finance Committee bylaws by majority vote. GARnancewiamh Ortegallnvestment CommitteelStaff RepoitslAdoption of bylaws 0520191BYLAWS-Finance Committee 052019.docx CITY OF PALM DESERT 4 T �cqab� CITY CLERK DEPARTMENT �11§�N W-wr INTEROFFICE MEMORANDUM To: Honorable Mayor and Members of the City Council City Manager From: Rachelle Klassen, City Clerk Date: September 9, 2019 Subject: Current Applications On File for the Finance Committee Per request in regard to the September 12, 2019, City Council Meeting Agenda, Section XVI - New Business, Item B, attached are the two (2) applications currently on file in the City Clerk's Office where the Finance Committee is selected as a priority by the Applicant: 1) Josef Jonathan; 2) Richard La Rue. If we can be of any further assistance, please let us know. R 1WPdata1WPD0CS1Memos1S R Update - Fm Cmte - CC Mtg - 2019-09-12.wpd RECEIVED CITY CLERK'SOFFICE ��' •.,;2 APPLICATION FOR COMMITTEE/COMMISSIO��tSER 6 \1 a Public Document v CITY OF PALM DESERT 2818 NOV 28 PM 2: 03 73510 Fred Waring Drive, Palm Desert, California 92260 Telephone: (760) 346-0611 The Application Package for Committee/Commission Service includes this two -page personal information form, along with Optional Applicant Questionnaire. It is recommended that you attend two meetings of the Committee or Commission of your choice before submitting an Application. This will help you understand the work of the Committee/Commission, the time commitment necessary, and the impact that your participation could make. Indicate your preference for service on the following Committees or Commissions. Please choose no more than three (#1 = First, #2 = Second, #3 = Third). Architectural Review Commission Marketing Committee Art In Public Places Commission Parks & Recreation Commission Audit, Investment & Finance Committee Planning Commission Building Board of Appeals & Condemnation Public Safety Commission Cultural Resources Preservation Committee Rent Review Commission El Paseo Business Association Board Sustainability Committee Hotel & Signature Events Committee Other: Housing Commission Library Promotion Committee 2. Name: Jonathan Josef B Last First Middle Initial 3. Residence:` 3255 Via Giorna Palm Desert 92260 (760) 349-6711 Street City Zip Code Telephone "With some exceptions, residency within the City limits of the City of Palm Desert is required for Committee/Commission Service (P.D.M.C. § 2.34.010(c]). 4. Business Address: 73301 Fred Waring Dr, Ste 200 Palm Desert 92260 (760) 349-6711 Street City Zip Code Telephone 5. Preferred E-mail: josef.jonathan@gmail.com 6. Education: Master of Business Administration, USC Marshall School of Business Master of Real Estate Development, USC Sol Price School of Public Policy Bachelor of Science in Business Administration", USC Marshall School of Business 'Emphasis in Finance 7. Current Occupation: Real Estate Investor 8. Employment Experience (beginning with present or most current position): Smoketree Investments / Palm Desert, CA Principal 2018 - Present Name of Business/Address Your Title Employment Dates Cottonwood Management / Los Angeles, CA Associate 2016 - 2018 Name of Business/Address Your Title Employment Dates Universe Holdings / Los Angeles, CA Associate 2015 - 2016 Name of Business/Address Your Title Employment Dates 9. Members of the Planning Commission and Rent Review Commission must be Palm Desert registered voters. `I have been a City of Palm Desert resident since: 1984 `I have been a registered voter in the City of Palm Desert since: 2002 CITY OF PALM DESERT - Application for Committee/Commission Service Page 2 10. Local residents who are qualified to comment on my capabilities (preferably someone not directly connected with the City of Palm Desert): Remus Haste Palm Desert, CA (760) 360-2069 Name Address Telephone Davidi Compton Palm Desert, CA (760) 250-1842 Name Address Telephone 11. YOUR PERSONAL STATEMENT OF QUALIFICATIONS (add attachments, if necessary): See attached. 12. Have you ever served on any City Committee or Commission previously? If yes, describe: Palm Desert Rent Review Commission, 2009-2012 Date: 28 Nov 2018 Applicant Signature: t7oSef jamthaq Printed Name: Josef Jonathan You may attach additional sheets or information as you feel necessary. Application will remain on rile as active for a period of two (2) full years or until the City Clerk's Office is notified otherwise. NOTE: Disclosure of economic interests is required of those appointed to serve on the City of Palm Desert's Committees and Commissions, pursuant to the Conflict of Interest Code. THIS AREA FOR OFFICIAL USE ONLY: Id" .1 Josef Jonathan Principal (760) 349-671 1 josef@smoketreeinvestments.com •73301 Fred Wanng Dr. Ste 200, Palm Desert. CA 92260 H:\WPdata\WPDOCS\CMTES\Cmte Forms\cmte appl 2-pages-2017-Dec.wpd 22 December 2017. 2 28 pm Josef B. Jonathan Principal, Smoketree Investments • (760) 349-671 1 • josef ci smoketreeinvestments.com EDUCATION University of Southern California Master of Business Administration, Marshall School of Business • Leadership: American Finance Association Master of Real Estate Development, Sol Price School of Public Policy • Leadership: Graduate Real Estate Association Bachelor of Science, Business Administration, Marshall School of Business • Emphasis: Finance EXPERIENCE Los Angeles, CA Smoketree Investments Palm Desert, CA Real Estate Boutique real estate firm dedicated to investment, management, and development based in the Coachella Valley. • Assets under management of $ 15MM across product types (Credit, Office, Industrial, Multifamily, Retail). Cottonwood Management Los Angeles, CA Real Estate Presided over existing $1 B construction loan portfolio as well as created a new lending platform. • Originated, underwrote, and syndicated inaugural $55MM financing under private equity debt platform. • Created credit policy and audit policy of private equity debt platform for loan amounts between $50-1 OOMM. • Performed due diligence and asset management for existing EB-5 loan portfolio by interfacing directly with developers and service providers on multi -phase, mixed -use projects with project costs between $100-500MM. Universe Holdings Los Angeles, CA Real Estate Headed all ongoing multifamily acquisitions, including analysis and underwriting to align with corporate strategy. • Performed market research, financial analysis, due diligence, and underwriting for all potential acquisitions. • Collaborated with investor outreach to source $15MM of equity for strategic acquisitions. • Involved in asset management, budgeting, debt -restructuring, and investment oversight of $300MM portfolio. Paragon Commercial Group Los Angeles, CA Real Estate Performed financial modeling and economic analysis for retail portfolio acquisitions and investment strategies. • Conducted scenario analysis and comparisons of potential financing structures that led to a $62MM investment. • Involved in ongoing asset management responsibilities and investment oversight of $200MM portfolio. FirstBank Palm Desert, CA Finance Co -managed a California market with a $2IOMM loan portfolio and $375MM in client deposits. • Originated various types of real estate loans; including bridge, permanent, and construction financing. This included responsibility for loan approval, underwriting, due diligence, closing, draw request approval, and servicing. • Actively managed all aspects of departmental bank operations, including: business development, loan originations and problem loan management, compliance with federal banking regulations, and personnel management. ADDITIONAL INFORMATION Associations: Cal DRE, CCIM, ICSC, IREM, NAIOP, ULI. Prior Civic Involvement: Commissioner of City of Palm Desert Rent Review Commission, Board Member of Palm Desert Charter Middle School Foundation, Board Member of Palm Desert High School Foundation. Volunteer: Jewish Federation of Los Angeles, Jewish National Fund, Washington Institute for Near East Policy. City i of •Comm• • Optional - 9 �ryi ••... ..N•• Applicant 1. Please provide your name, address, and telephone number(s): Josef Jonathan 73301 Fred Waring Dr, Ste 200 Palm Desert, CA 92260 2. 1 attended meetings of the Audit, Investment & Finance Committee (Name of Committee/Commission) on the following dates: 27 Nov 2018 (Note: Attendance is highly recommended, but not required.) 3. 1 am still interested in serving on this Committee/Commission: X Yes No a) If yes, please go to #4. b) If no, please go to #5. 4. Please give your general impression of the Committee/Commission after attending its meetings: The Committee meeting was brief, but the availability of information to committee members is vast, and so I can imagine that quite a bit of preparatory review goes into each member's days/weeks leading up to the meeting. There were good questions asked of staff and auditors, and I feel as though I could add to that dialogue with my background in banking and finance, as well as a relatively recent academic background that may bring a unique perspective to the committee's meetings. (over) City of Palm Desert ( Committee/Commission -Optional - Applicant Questionnaire Page 2 5. Is there another Committee/Commission in which you are interested? Yes X No a) If yes, please indicate the dates of the meetings for this Committee/Commission that you attended and give your general impression: b) If no, the City of Palm Desert thanks you for your interest in membership on its various Committees and Commissions. If you decide in the future that you would again like to be considered for membership, please contact us for a new application package. 6. After attending meetings and completing this optional Questionnaire, please return it along with your Application for Committee/Commission Service to: Office of the City Clerk City of Palm Desert 73-510 Fred Waring Drive Palm Desert, CA 92260-2578 If you have any questions, please call City Clerk Rachelle Klassen or Deputy City Clerk Grace Rocha at (760) 346-0611. (Please attach additional sheets as necessary.) HAWPdata\WPDOCS\CMTES\Cmte Forms\questionnaire-2-pages-2017-Dec.wpd 22 December 2017 ,O C / APPLICATION FO O M !COMMISSION SERVICE R C M 1TTEE a Public Document CITY OF PALM DESERT 73610 Fred Waring Drive, Palm Desert, California 92260 C IN Telephone: (760) 346-0611 The Application Package for CommitteeiCommission Service Includes this two -page personal information form, along with O ti�onall Applicant Questionnaire. It is recommended that you attend two meetings of the Committee or Commission of your choice before submitting an Application. This will help you understand the work of the Committee/Commission, the time commitment necessary, and the Impact that your participation could make. 1. indicate your preference for service on the following Committees or Commissions. Please choose no more than three (#1 = First, #2 = Second, #3 = Third). Architectural Review Commission ,� Marketing Committee Art In Public Places Commission Parks & Recreation Commission _ Audit, Investment & Finance Committee Planning Commission Building Board of Appeals & Condemnation Public Safety Commission Cultural Resources Preservation Committee Rent Review Commission El Paseo Business Association Board Sustainability Committee Hotel & Signature Events Committee Other: Housing Commission Library Promotion Committee 2. Name: " RL i cIocok k Last First Middle Initial 3. Residence:* 'INO 014WA "-Y1 pak� 6Flrlf C(2?W (-[W���q-2tq 7 Street City Zip ode Telephone *With some exceptions, residency within the City limits of the City of Palm Desert is required for Committee/Commission Service (P.D.M.C. § 2.34.0101c)). 4. Business Address:.33Dt r-C&A l�ar'"�`i I�rw� i�a�s� � 4 �Z gJ . sstr�ept City _ Zip Code Telephone 5. Preferred E-mail: K rcr%Acow 6. Education: all d cc nis �d'V 7. Current Occupation: � ,( E�� 8. Employmegt Expeoence (b ginning with present or most c rreilt poi on): �r Qcoc 73301 fi!re�t,�.r,�c. Name of Business/Apdress P r_` YfW4Title , "Astemployment D es j�ame p usiness/Ad ress our Tit ' mployment tes Name of B siness/Address Your lErnploirnent Dates 9. Members of the Planning Commission and Rent Review Commission must be Palm Desert registered voters. rr *1 have been a City of Palm Desert resident since: _�cT *1 have been a registered voter in the City of Palm Desert since: CITY OF PALM DI=SERT - Application for Committee/Commission Service 10. Local residents who are qualified to comment on my capabilities (preferably someone not directly connected with the City of Palm Desert): _2prt koren i L4c4% Oe%"Gt P" Mirk/ (710) Y02- YW Name Address Telephone YnmZ1 Name f Address (101� f U0-DC16D Telephone 11. YOUR PERSONAL STATEMENT OF QUALIFICATIONS (add attachments, if necessary): See- Q, �a.�•�„� 12. Have you ever served on any City Committee or Comm AID /11' Date: 1 �tlt\9 r� App ant Signatur . 1 Printed Name: iah If yes, describe: (, a ILo'o�' You may attach additional sheets or information as you feel necessary. Application will remain on file as active for a period of two (2) full years or until the City Clerk's Office is notJBed otherwise. NOTg: Disclosure of economic interests is required of those appointed to serve on the City of Palm Desert's Committees and Commissions, pursuant to the Conflict of interest Code. THIS AREA FOR OFFICIAL USE ONLY: H 1WAde184WPo00=MTE$%Cn9& forflla1&WO app12•pa9ee•2017•Dac.wO 22 Dweniw 2017. 2 2a pm Rich La Rue - Personal Statement of Qualifications CITY OF PALM DESERT Application for Committee/Commission Service The real estate company I lead is the second largest in the Coachella Valley with 450+ agents. I have been the Parent Committee Chair for Boy Scout Troop 131. Additionally, I am very involved with the California Association of REALTORS as a Board of Directors Member, Strategic Planning & Finance Committee Member, Building Remodel Task Force Chair and most recently elected as President -Elect. The Building Remodel Task Force Chair position has been a two-year project of determining the feasibility of the building remodel, choosing an Architect, determining the Association's needs and designing the building, Interviewing and choosing a Builder, then working with all to get the building complete. My wife, Tracey, and I love living and working in Palm Desert. I would like to be more involved with the decisions made at the policy level and continue to make Palm Desert the best City it can be for our residents and merchants. As a local business leader, I feel I can add value to the committees) on which I serve. Thank you for your consideration. City of Palm Desert Committee/Commission - Opflonal - Applicant Questionnaire 1. Plea provide your name, address, and telephone number(s): �� L-�.Qu'e -73410 'gofsem Yul Pat.' 00"A CA 92Z1o() �Zko� Ztg11-2plq'//1 2. ('attended meetings of the ?"4 .+ Fran u 7t'-431ti9�11 Na ftftW r ittes P3 M1 �iO `'�� S '�, rw•h • ova on the following dates: (Note: Attendance is highly recommended, but not required.) 3. 1 am still interested in serving on this Committee/Commission: Yes No a) If yes, please go to #4. b) If no, please go to #5. 4. Please give your general impression of the Committee/Commission after attending its meetings: (over) City of Palm Desert Committee/Commission -0ptlonal- Applicant Questionnaire Page 2 5. Is there another Committee/Commission in which you are interested? Yes No a) If yes, please indicate the dates of the meetings for this Committee/Commission that you attended and give your general impression: b) If no, the City of Palm Desert thanks you for your interest in membership on its various Committees and Commissions. If you decide in the future that you would again like to be considered for membership, please contact us for a new application package. 6. After attending meetings and completing this optional Questionnaire, please return it along with your Application for Committee/Commission Service to: office of the City Clerk City of Palm Desert 73-510 Fred Waring Drive Palm Desert, CA 92260-2578 If you have any questions, please call City Clerk Rachelle Massen gt Deputy City Clerk Grace Rocha at (760) 346-0611. (Please attach additional sheets as necessary.) HUNpdata\WPDOC=MTiES CmN Forms%questlonnalw2•pages-2017-Deawpd 22 December 2017 _ APPLICATIS& i joR COMMITTEE/COMMISSION SEB111110E0eI-vl;uL I: R K' s 0 F; •� - �PALM DESER - a Public Document CITY OF PALM DESERT 2R'Q �r 73510 Fred Waring Drive, Palm Desert, California 92W SEP 12 09 Telephone: (760) 346-0611 The Application Package for Committee/Commission Service Includes this two -page personal Information form, along with QRtIonal Applicant Questionnaire. It Is recommended that you attend two meetings of the Committee or Commission of your choice before submitting an Application. This will help you understand the work of the Committee/Commisslon, the time commitment necessary, and the Impact that your participation could make. 1. Indicate your preference for service on the following Committees or Commissions. Please choose no more than three (#1 = First, #2 = Second, #3 = Third). Architectural Review Commission Marketing Committee Art In Public Places Commission #2— Parks & Recreation Commission Building Board of Appeals & Condemnation Planning Commission Cultural Resources Preservation Committee Public Safety Commission El Paseo Business Association Board Rent Review Commission #1 Finance Committee #3 Sustainability Committee Hotel & Signature Events Committee Other: Housing Commission Library Promotion Committee 2. Name: James Laura E Last First Middle Initial 3. Residence:* 45974 Shadow Mtn. Dr., Palm Desert, 92260 760-219-1163 Street City Zip Code Telephone *With some exceptions, residency within the City limits of the City of Palm Desert is required for Committee/Commission Service (P.D.M.C. § 2.34.010[c]). 4. Business Address: 3111 E Tahquitz Canyon Way, P.S. 92262 760-340-1575 5. Preferred E-mail: Laura29p@gmail.com city tip Code Telephone 6. Education: MBA, Auburn University 8. A Education, Ashford Universitv Certificate, Nonprofit Manaqement, UCR Extension Certificate. Information Svstems Management, Auburn University 7. Current Occupation: VP of Innovation, CVEP 8. Employment Experience (beginning with present or most current position): CVEP, 3111 E Tahquitz Canyon Way, P.S. VP of Innovation 2014-Current Name of Business/Address Your Tide Employment Dates MUSD, 5715 Utah Trail, 29 Palms Instructional Assistant 2U11-2014 Name of Business/Address Your Title Employment Dates Name of Business/Address Your Tide Employment Dates 9. Members of the Planning Commission and Rent Review Commission must be Palm Desert registered voters. *1 have been a City of Palm Desert resident since: 2014 *1 have been a registered voter in the City of Palm Desert since: 2 U C CITY OF PALM -DESERT �-'Applllestion &eComnnitbWCommisslon 84N6 Pam 10. Local residents who. are quafifed to comment on my capabilities (preferably someone not'directly connected; iM the City of Palm Desert): _ Joe Waliace 74134 University Pointe, P.D. 8..12-431-3877 Name Address Telephone Joe,P.radetto 7380 Buckboard Trail, P.D. 951.=275-1140 Name Address Telephone 11. YOUR PERSONAL STATEMENT OF QUALIFICATIONS (add attachments, if necessary): I view financial information with a critical' eye, and have years of experience with nonprofit and business finance, including: the development of financial projections, cost accounting, budgeting, and reporting. I am highly skilled at integrating all available information in order to make insightful and grounded decisions. ,Additionaliy, I have over a decade of experience serving on various boards and committees, including: Twentynine Palms Historical Society Board of Directors, 'PDHS Foundation Board of Directors, and Auburn University MBA Advisory Board. 12. Have you ever served on any City Committee or Commission previously? If yes, describe: No. ©ate: Applicant Signature C�v '(.f I Printed Name: C_ �b- E s h NtL You may attach additional sheets or information as you feel necessary. Applicedon will remain on His as active for a period of two (2) full years or until the City Clerk's Office Is notified otherwise. THIS AREA FOR OFFICIAL USE ONLY: o c' ti JZ �0 vi r7' r4 HAWPdate WPDOCSTMTESTa to Fomw%w is appl 2-pales-2019-Juimpd 30 July 2019. 10:30 am aura E James 760.219.1163 Laura29p@gmail.com mall Business and Nonprofit Management linkedin.com/in/UamesMBA Innovation -focused Economic Development Development of respected education programs SKILLS and seminars on business topics such as management, marketing, brand communications, and financial literacy. Entrepreneurial Coaching Business Strategy Highly sought-after leadership, problem -solving, and Business & Academic Writing interpersonal skills. Public Speaking Exceptional relationship -building skills and history of Program Development identifying and collaborating with strategic partners. Budgeting & Finance Social Media Marketing PROFESSIONAL EXPERIENCE Curriculum Development Vice President of Innovation Information Systems Management Coachella Valley Economic Partnership, Palm Springs, CA, 2014—Present HIGHLIGHTS as an Administrative Assistant and was promoted rapidly through a tined es of increasingly responsible management positions. Currently direct Created and delivered the region's first and coordinate all marketing and economic development activities and entrepreneur -education programs designed small business support programs across 12 cities and two counties. for underserved rural populations. • Entrepreneurial coaching for investor pitches, pitch competitions, Streamlined company committee structure: and other presentations. reduced number of standing committees by • Oversee budgets, compliance, and administration of business 50%. technical assistance grants. Obtained maximum grant award of $45K • Develop and strengthen relationships with municipal, county, and from State of CA to fund regional startup state representatives and elected officials. growth. • Content creation and management of all company social media channels and other digital communications. EDUCATION • Provide direct technical assistance and business counseling to small businesses and startups. • Deliver business education programs and workshops throughout MBA Auburn University, Auburn, Alabama the Coachella Valley and Morongo Basin. Certificate, Information Systems Paraprofessional Educator Management Morongo Unified School District, Twentynine Palms, CA Auburn University, Auburn, Alabama 2011-2014 Bachelor of Arts, Education Studies Ashford University, Clinton, Iowa Certificate, Nonprofit Management University of California, Riverside University Extension