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HomeMy WebLinkAbout7.1 - 1230 Fiscal Sustainability Task Force Appointmen STAFF REPORT CITY COUNCIL DATE: December 6, 2016 TO: Honorable Mayor and City Councilmembers FROM: Christopher L. Foss, City Manager SUBJECT: Approval of Appointments the Fiscal Sustainability Task Force Prepared by: Jay Baksa, Financial Analyst EXECUTIVE SUMMARY: The City Council will consider appointments, recommended by Staff, to the Fiscal Sustainability Task Force. The purpose of the Task Force to educate the public on city finance and the City of Dublin’s current and projected financial status and produce an advisory document with options for the City Council to consider in future budget cycles. Because the City received a significant response, Staff is recommending the appointment of the seven members and four alternates. STAFF RECOMMENDATION: Appoint seven members and four alternates to the Fiscal Sustainability Task Force, as recommended by Staff. FINANCIAL IMPACT: The cost to administer the Ad Hoc Fiscal Sustainability Task Force (Task Force) can be accommodated within the Fiscal Year 2016-17 Adopted Budget. DESCRIPTION: At its November 1, 2016 meeting, the City Council approved the formation of an Ad Hoc Fiscal Sustainability Task Force and directed Staff to solicit applications from interested Dublin citizens and business owners, and to recommend seven members and two alternates for appointment to the Task Force by the Mayor at the December 6 City Council Meeting. On November 2, 2016, Staff posted information about the Task Force on the City’s website, which included an online application process, and placed a news flash on the City of Dublin home page. On November 3, an e-mail was sent out to the City’s email subscribers. In addition to offering the online application, Staff made paper applications available at the Dublin Library, Senior Center and Civic Center. Page 1 of 2 Applications were accepted from November 2 through November 18. A total of 27 applications were received within the filing deadline (Attachment 1). Applications were reviewed by Staff and given the quality and experience of the applicants, Staff is recommending a total of 11 persons to serve, seven as members and four as alternates, rather than the two alternates originally stated. Members will not be allowed to miss more than two meetings during the one year review. Alternates will also not be allowed to miss more than two meetings and will participate in the discussions. Alternates will become members in the order listed in this Staff Report, if the City Council concurs with the Staff recommendation. The objective of the member and alternate model is to ensure that the City Council receives a report and recommendations that is consistent and supported by a seven member panel. The selection of seven members and alternates to be recommended for appointment to the Task Force are as follows: Members 1. Chih chi Chu 2. Jean Josey 3. George Zika 4. Dan Mendoza 5. Jason Canapp 6. Mike Grant 7. Kristian Reyes Alternates 1. Matthew Lopez 2. Ravi Banda 3. Joe Washington 4. Rebecca Mammen NOTICING REQUIREMENTS/PUBLIC OUTREACH: All applicants received notice and the availability to the Staff Report. ATTACHMENTS: 1. Applications Page 2 of 2 James Ketner Engineer Why are you interested in serving on the Fiscal Sustainability Task Force? I have a deep devotion for our city and the progressive development of a balanced community. Please list any affiliations or memberships with community organizations and/or business. AT&T Supplier Diversity Woman of AT&T AT&T Pioneers Dublin PD Community Officer What knowledge do you have of finance and/or governmental finance? I have dealt in both personal business and governmental financial agreements for multiple counties with the restrictions and or addendum tied to the contracts What do you believe are the key challenges facing the City of Dublin? Community is the biggest challenge. Ensuring that Dublin is not just seen as a transitional city but one that families want to raise their children in, or ones that want to retire in What is your perception/knowledge of the City of Dublin's current and future fiscal status? I understand it while not agree with it. I believe our city council and mayor will have to address, but very familiar with our fisical state Chih chi Chu County Investment Staff Why are you interested in serving on the Fiscal Sustainability Task Force? This is an exciting great opportunity to learn the intricacy of balancing the long term fiscal budgets of the great city of Dublin. My background in local municipality, finance, accounting, and communications will enable me to contribute to this great cause. I am very impressed that the city is thinking about this now. To sum up, I view this opportunity not only to contribute but also to learn. Please list any affiliations or memberships with community organizations and/or business. Clerk and Executive Secretary, Dublin 2nd [Chinese Branch], The Church of Jesus Christ of Latter Day Saints Board Member (past), Community Advisory Board, San Ramon Regional Hospital Committee Member (past), Measure C Oversight Committee, San Ramo What knowledge do you have of finance and/or governmental finance? Currently I am in the investment staff at Contra Costa County Employees' Retirement Association, administering county's $7.6 billion pension for county's civil servants. During my 8+ years working here I've seen the plan's cash flows turn negative from positive. We presented a new investment structure to the board to address this problem and got approved to implement the plan. Prior to my current job I worked in the financial industry and corporate finance field for over 10 years. I graduated with Beta Gamma Sigma distinction from Columbia University's MBA program. I am also a CFA. I was in the JD program of John F Kennedy School of Law for one year and received Witkin Award (#1 in class) in the subject of Contracts. What do you believe are the key challenges facing the City of Dublin? Residents demanding high level of services which they are not willing to pay for is an universal challenge facing cities all over America. The anti-growth sentiment in any community also handcuff city's hands on getting the revenues it needs. Community outreach therefore is critical in that educating the public is as important as crunching the numbers to get the support the city needs to implement the necessary plans. What is your perception/knowledge of the City of Dublin's current and future fiscal status? I've seen tremendous growth in East Dublin with new immigrants and revitalization of Dublin downtown in Village Pwk and Amador. Dublin has transformed from a sleepy bedroom community to a destination center for jobs and commerce. BART has played an important role but so is the availability of land. From the city website I learned the current budget is fine but over the long term is not sustainable. I would be interested in learning more on what line items can be improved as well as other revenue options that can have meaningful help on the long term. Jean Josey Tutor at Dublin High School Why are you interested in serving on the Fiscal Sustainability Task Force? I have felt for a long time that there should be a Fiscall Sustainability Commission in Dublin. I believe this should be a standing commission similar to our other advisory commissions. With the turbulent financial times ahead, it is crucial that the City Council and city staff have input from city stakeholders concerning budgetary decisions. Not only does this bring in fresh perspective, but it also adds an element of transparency that we have been accused of lacking in Dublin. I feel that I am uniquely qualified to be on this committee, as I have a history of attending City Council meetings and have a firm grasp on the financial issues currently facing Dublin. In addition, I have a strong background in and understanding of budgetary issues, both at the state level and at the local level. Please list any affiliations or memberships with community organizations and/or business. I am on the Dublin Unified School District's (DUSD) Fiscal Advisory Committee, the DUSD Local Contral Advisory Committee, and several other committees for the school district. I was a volunteer for the DUSD for 12 years before I became an employee. As part of my volunteer efforts, I ran large fundraising events (such as chairing the Wells Crab Feed for 2 years) where I had to balance budgets. My current job is tutoring high school students in math, physics, and English. What knowledge do you have of finance and/or governmental finance? Having served on the Dublin Unified School District's Fiscal Advisory Committee for a number of years (not sure how many - 8?), and the Local Control Advisory Committee, I have a very good understanding of the State of California's budgetary process. In addition, I was campaign chairperson for a local Parcel Tax Measure (School Parel tax in Dublin) and more recently on the Bond Campaign Committee for Measure B (school construction bond in Dublin). Previously, I have been the treasurer for both Dublin Elementary School PFC and Wells Middle School PFC. What do you believe are the key challenges facing the City of Dublin? We are projected to have a budget shortfall within the next 10 years. We are still growing rapidly, particularly on the East Side, and yet developer revenue is starting to flatten. We need to figure out how to continue to provide services to our growing number of residents with shrinking per/capita revenues. Infrastructure is a key issue (traffic, parking, transportation for students, fire and police services), along with attracting businesses that will thrive in Dublin. What is your perception/knowledge of the City of Dublin's current and future fiscal status? By understanding is that currently we have a positive ending fund balance, but that within the next 10 years, we will be at deficit spending. Our financial picture is a little better than was projected, mostly due to the fact that we had so many personnel vacancies during this fiscal year, but that only kicked the can down the road slightly. We must figure out a way to increase revenues and decrease spending in order to remain fiscally sound in the next few years and weather any future economic down-turns. Steve Kau Accountant Why are you interested in serving on the Fiscal Sustainability Task Force? To serve the local community. Please list any affiliations or memberships with community organizations and/or business. Dublin Chamber of Commerce. What knowledge do you have of finance and/or governmental finance? I work with business in budgeting, forecasting, reviewing historical data and being proactive in coming up with solutions for anticipated issues. What do you believe are the key challenges facing the City of Dublin? The growing population, the maintenance of the quality of services and the impending shortfall of the city budget. What is your perception/knowledge of the City of Dublin's current and future fiscal status? The city has weathered the storm in the bad economic times and is currently is a good place. However, there is an anticipated fiscal shortage coming up that needs a solution or solutions. GEORGE ZIKA RETIRED Why are you interested in serving on the Fiscal Sustainability Task Force? I believe I have the knowledge, skills and ability to fulfil the purpose of this task force, educate the public about the City's current and projected financial status. I also have several suggestions that may produce additional revenue that may reduce the projected deficit. The City has historically never had a deficit and I do not believe we should start building a deficit. I believe we should produce cross benefit studies for each major program and suggest where programs can be modified or cancelled based on these cost benefit studies. I believe my 33years with GAO, eight years on the City Council make me uniquely qualified to serve on this Task Force. Please list any affiliations or memberships with community organizations and/or business. Dublin Senior Foundation Treasurer Dublin Lions CLub Chamber of Commerce Ambassador What knowledge do you have of finance and/or governmental finance? I have spent most of my life working in the finance of Federal, State, and local Government. I am familiar with the various sources of funds at the federal and state level as well as the fact that many of these funds have restrictions. I spent 33 years working for GAO (General Accounting Office) reviewing the sources and uses of funds. Eight years on the Dublin City Council and we had a surplus every year. I have a reputation for being careful with my and other peoples money. What do you believe are the key challenges facing the City of Dublin? As it relates to the task force, the city needs make every effort to increase the sales tax revenue and reduce its dependence on Property Taxes. This means the city must reduce the jobs housing balance from more housing to more jobs. The City should also make every effort to attract sales tax producing businesses with minimal effect on traffic. What is your perception/knowledge of the City of Dublin's current and future fiscal status? I believe the city has to encourage revenue producing businesses coming to the city. Property taxes can only increase at the rate of 2 percent a year while the cities expenses appear to increase at a much greater rate. Therefore, the Task Force should explore sources of revenue that can cover the expected increases in expenses. The Task Force should also explore possible service reductions as alternatives. Eric Wan Business Systems Analyst at Salesforce.com Why are you interested in serving on the Fiscal Sustainability Task Force? I am passionate about enriching this community and elevating the standard of living and way of life in Dublin/Tri-Valley. With Fiscal responsibility comes the opportunity to enrich the community in other ways, environmentally, culturally, arts, education, entertainment, etc. I am a firm believer in building a local economy here in Dublin, so that they can be self-sustaining and not rely on other areas of the bay area to provide jobs. Dublin is currently too residential and requires most of it's residents to commute elsewhere for work. Most residents are having to commute to job/economic hubs like San Francisco and Mountain View. Instead, we need to be generating more high income jobs in Dublin, especially with the growth and development opportunity available to us. Unfortunately, I've seen Dublin primarily grow into a residential and local retail economy. It doesn't bring in external revenue or sales tax from other regions nor countries. Instead, the economy is being driven by it's residents having to commute and bring in income revenue from other cities that provide jobs. There are not too many high income jobs in Dublin, nor is there an incubator for entrepreneurs and high skilled labor here. We cannot just rely off property tax and retail sales tax revenue. This model has proven to fail in Orange County. We need to be bringing in revenue from external sources. The world should be coming to us and spending money. Not our residents finding sources of revenue elsewhere and bringing it back home. I work for the Finance department for Salesforce under the office of the CFO, for the past 5+ years as a Business Analyst. Through my entire career, I've learned the art of increasing revenue and managing expenses. Please list any affiliations or memberships with community organizations and/or business. I am bi-partisan and do not have any special interests driving my desire to assist with Dublin's financial sustainability. My motivation is to improve the community I live in, give back to my community, influence the community, and also learn and be involved along the process for my own self and career growth. What knowledge do you have of finance and/or governmental finance? I have worked under the office of the CFO for various private and non-profit companies for 15+ years, primarily focused on Purchasing, Expense, AP, AR, Payroll, Financial Planning and Budgeting, and reporting. What do you believe are the key challenges facing the City of Dublin? See my comments in the first question. What is your perception/knowledge of the City of Dublin's current and future fiscal status? I am aware that the largest sales tax revenue is currently coming primarily from the auto dealerships and that we have some savy financial planners in the past to keep the city's budget in the green. However, we can be learning from our more successful neighboring cities. Dan Mendoza Fire sprinkler contractor Why are you interested in serving on the Fiscal Sustainability Task Force? Have lived in city for 19 years and heavily involved in youth sports. Interested in assisting in evaluating and discussing what needs to be down to keep our city fiscally sound. Please list any affiliations or memberships with community organizations and/or business. President of Dublin United Soccer, current term through December 2017. What knowledge do you have of finance and/or governmental finance? Have owned small business or ran small business for 20 years and have been in charge of all financial decisions. Have extensive background in fire department budget discussions as well as city permit fee evaluation and budgeting. Have participated in city ordinance implimantation for several cities fire departments. What do you believe are the key challenges facing the City of Dublin? Budget deficit Balance between growth and revenue Political climate due to recent growth and growing pains associated with that. What is your perception/knowledge of the City of Dublin's current and future fiscal status? Currently stable but potential deficit in 2020 Kimberley Flickner Director of Operations Why are you interested in serving on the Fiscal Sustainability Task Force? I grew up in Dublin and returned to Dublin to raise my family. I see such potential in Dublin, and want to work to see that fully realized. I want there to see sustained growth, with fiscally responsible decisions. I would like to educate owners on the future vision of the city, as well as provide an understanding what that means and how that needs to happen. Please list any affiliations or memberships with community organizations and/or business. I have been a community association manager for 10 years. I am finishing up obtaining my master's certification from the California Association of Community Managers. What knowledge do you have of finance and/or governmental finance? I am responsible for overseeing the finances for 10 community association's, doing monthly analysis and preparing the operating budget monthly. What do you believe are the key challenges facing the City of Dublin? Standing out in the Tri Valley. Being the City that people want to move to, not move to because "its cheaper than San Ramon". Promote a strong sense of Community is important. The more people are happy with the City, the more they embrace the City, the bigger draw there is to not only move here, but to participate and promote activities that provide a revenue source for the City. What is your perception/knowledge of the City of Dublin's current and future fiscal status? I am often on the City site reading whatever is available. I paid particular attention to the financial information in this posting which made me want to step forward. Karina Abreckov Accounting Why are you interested in serving on the Fiscal Sustainability Task Force? I feel that that's an area that I can volunteer and contribute in. Please list any affiliations or memberships with community organizations and/or business. I don't think I have any What knowledge do you have of finance and/or governmental finance? I have a business degree that required finance/accounting and government accounting classes. I have passed all the parts to the CPA exam and am on the way to officially become one. I have extensive and progressive experience in the accounting field. What do you believe are the key challenges facing the City of Dublin? I would say our growth rate. We are growing rapidly, which is great, but by the same token, we have to make sure we can keep up and we can continue to provide the necessary support and services to our community. What is your perception/knowledge of the City of Dublin's current and future fiscal status? I don't have much knowledge about the town's current financial position, but I am willing to learn about it and to try to help in evaluating it and coming up with ideas for improvements. Chetan Patel Self Employed Why are you interested in serving on the Fiscal Sustainability Task Force? To really give input on what residents of Dublin think and want. I have small Handyman Business and i visit many homes and the talk always centers around How will City pay for the all services with this Uncontrollable Growth. Please list any affiliations or memberships with community organizations and/or business. CEO Of Surya Solar in Dublin(bought out by Solar Works) Partner in Greenleaf Solar In Dublin( bought out by EGG) Partner in Luminox What knowledge do you have of finance and/or governmental finance? I have run successful companies and sold for a higher Value. I have a BS in Finance and have worked as Financial Analyst for many years. I have no Knowledge of Government Finance, but I feel with my experience I can be a asset to the Board. What do you believe are the key challenges facing the City of Dublin? How to pay for the services with all the growth and Unfunded Pensions What is your perception/knowledge of the City of Dublin's current and future fiscal status? It is doing a a very good job and it is very progressive in making sure it does not fall into a trap of spending over its means, and a formation of board will help in not falling into the trap. Ryan Lee Business Strategy and Analysis Why are you interested in serving on the Fiscal Sustainability Task Force? My family moved to Dublin a little over a year ago and we plan on living here for many years. I have vested interest in seeing my home city continue to a beautiful city that brought us here in the first place. I believe with my background in financial and business analysis can be of help. Please list any affiliations or memberships with community organizations and/or business. School of Imagination (Wife works there) What knowledge do you have of finance and/or governmental finance? I have 5+ years of Wall Street experience, specifically on analyzing financial strength of companies. After my time at Wall Street, I work as business analyst helping companies make the right planning and investment decisions. What do you believe are the key challenges facing the City of Dublin? Dublin has been receiving a huge influx of new residents over the past several years and this growth in city population will continue for a foreseeable future. Growing the infrastructure and communities to accommodate this population growth is one of the key challenges facing the City of Dublin. What is your perception/knowledge of the City of Dublin's current and future fiscal status? As a new resident, I do not have much knowledge about the Dublin's current fiscal status. I will quickly learn the current landscape of revenues and expenses to better assist in putting the city in a strong financial position. Joseph Washington Coordinating Producer for CSN Bay Area Why are you interested in serving on the Fiscal Sustainability Task Force? I love living in this city and I'm interested in learning more about keeping it solvent and want to help any way I can. Please list any affiliations or memberships with community organizations and/or business. I have volunteered as a board member with the Dublin United Soccer League, I am an active volunteer and merit badge counselor for Dublin Boy Scout Troop 905. I am and have been a volunteer coach for the Jr. Warriors program for almost a decade. I don't have any affiliations with local businesses, except as a patron. What knowledge do you have of finance and/or governmental finance? I manage multi million dollar productions at work, deal with labor unions, league governing bodies on a regular basis. I have very little exposure to governmental finance but am very interested to learn more. What do you believe are the key challenges facing the City of Dublin? Managing growth, expenses, and generating enough income to keep services at levels that make this a great place to live. I think the city has done a terrific job in my 13 years of residence. What is your perception/knowledge of the City of Dublin's current and future fiscal status? Projections from June 2016 showed a General Fund deficit by Fiscal Year 2020-21 of $0.9 million, growing to $7.4 million by Fiscal Year 2024-25. At our current service levels, and with future facilities and community services, future expenditures will outpace future revenues. I have been to a few city council meetings including the one in June when they discussed this. There was also a group of people there who wanted more police officers. It was interesting to see just how much it costs to add a single officer to the cost formula. That is the extent of my knowledge but I hope to expand it greatly in service to our city. Jason Canapp CEO Why are you interested in serving on the Fiscal Sustainability Task Force? Financial sustainability is crucial for one of the fastest growing cities in the country. Balancing the interests of residents, commercial entities, and NGOs is a difficult task in any jurisdiction. Doing so in Dublin will be especially difficult given the increased infrastructure demands, state resource constraints, and political willingness of a dynamic residential demographic. Crafting a 10-Year Financial Forecast and accompanying plans that remain flexible to shifting needs will be critical and will require the participation of individuals committed to both the short- and long-term financial health of the City while remaining attractive to residents, business, and other organizations. I am excited about the possibility of helping in this regard and being able to give back to the community that I have been honored to call home for the past two years. My family and I have grown to love this city and look forward to many more years here. Dublin is a fantastic place to live, work, play, and raise a family. I would very much like to see it remain so and only improve. Please list any affiliations or memberships with community organizations and/or business. Prior to moving to California, I had extensive experience working with local, state, and federal entities on community revitalization efforts. As the President of a volunteer-based community organization that encompassed more than 30,000 residents in Baltimore, I coordinated the efforts of government, universities, neighborhoods, business associations, and private developers in creating a 10-year community development strategy. The resulting plan, which was officially adopted by the City, addressed Housing and Neighborhood Revitalization, Commercial Revitalization, Open Space and Recreation, Transportation, Streetscapes, and Gateways, Public Safety, Public Services and Infrastructure, and Community Building. The plan was later amended and extended to include Education and Youth Development. I also served as a an appointed member of the Governor's Community Legacy Advisory Board (Maryland), Baltimore City Task Force on Supportive Group Homes, and on the Board of Directors of the Govans Economic Management Senate (Baltimore, MD) and the Northeast Development Alliance (Baltimore, MD). What knowledge do you have of finance and/or governmental finance? In the private sector, I have held positions as CEO, COO, Director, and business consultant. All of these roles have necessitated a significant amount of finance and budgeting effort and expertise. Prior to my work in the private sector, I served for more than a decade in government service at both the state and federal level (Maryland Governor's Office and U.S. Senate) working on issues related to strategic planning, government budgeting, capital planning, community development and crime control. What do you believe are the key challenges facing the City of Dublin? I believe the key challenge facing Dublin is to extract maximum benefit from growth opportunities while mitigating the negative effects associated with rapid growth. Identifying methods to encourage the development of mixed building types and uses, diverse housing and transportation options, further development (where possible) within existing neighborhoods, and community engagement will be an important part of the effort. Bridging the physical and increasingly cultural and socioeconomic divides will also be critical, as will working with all stakeholders (public and private) to emerge from the process in an improved position. All efforts will put a high demand on scarce resources and the community buy- in to resource allocation will be an important part of any fiscal sustainability effort, especially as existing sources of some revenues dissipate. What is your perception/knowledge of the City of Dublin's current and future fiscal status? In brief, the City has experienced strong growth in revenue, especially from development and associated funds. However, these revenues will not continue at the same rate and, as development plateaus, associated one-time revenues will cease to exist, placing a much larger burden on all other sustainable revenue sources. This will happen at the same time the enlarged community is demanding more from City resources. In the interest of maintaining a high-standard of living for social and economically beneficial effect, the City will need to be creative in readying itself financially and in finding solutions that will not erode the benefits the current leadership has worked so hard to secure. The good news is that it's achievable. Lamar Mills Advertising Manager Why are you interested in serving on the Fiscal Sustainability Task Force? By serving on the Planning Commission, I aspire to build a stronger relationship with our elected officials and educate them on best planning practices as a resident, not a bureaucrat, and help planners “see things from the other side of the table”. Ultimately, being a voice for all communities within the City of Dublin, and helping them live a better quality of life will always be at the forefront of every decision. Please list any affiliations or memberships with community organizations and/or business. Not applicable. What knowledge do you have of finance and/or governmental finance? Finance has played a significant role in my professional career from planning multi-million dollar budgets to managing profit and loss statements. It has been my responsibility to seek new opportunities for revenue and identify areas of optimization to improve bottom-line net income. What do you believe are the key challenges facing the City of Dublin? The construction of excellent amenities in our community was a result of high growth in recent years. But as this growth flattens, we need to ensure these projects and services are sufficiently maintained so they do not become financial burden in the long-term. Sites such as the Aquatic Center at Emerald Glen Park and the new Sports Complex are among these projects. What is your perception/knowledge of the City of Dublin's current and future fiscal status? The 2015-16 Fiscal Year indicated an operating budget surplus; however, a General Fund deficit is anticipated by Fiscal Year 2020-21 and will continue to grow significantly in years thereafter. Strategic thought leadership and planning will be necessary to prepare for this phenomenon. Rebecca Mammen Sr. Customer Success Manager, Demandforce, Inc. Why are you interested in serving on the Fiscal Sustainability Task Force? Participating in Inside Dublin has been an enlightening and educational opportunity that has driven me fulfill my civic responsibility. Please list any affiliations or memberships with community organizations and/or business. Inside Dublin participant What knowledge do you have of finance and/or governmental finance? My knowledge of finance is limited to the economic classes I took in University. My interest has peaked from the information provided through the Inside Dublin program. What do you believe are the key challenges facing the City of Dublin? The key challenges facing the City of Dublin are the uncertainty of the cost of contracted resources (safety), the decrease in developer funds and potential changes in economy. Citizens of the community have a high level of expectations of quality of life and opportunities provided by the city. It is important they are fully informed about potential changes and have the ability to help shape the community by providing feedback as to what is important to them. What is your perception/knowledge of the City of Dublin's current and future fiscal status? The City of Dublin is a booming community with a high standard of living. The City of Dublin has a lean staff responsible for a large number of projects to keep up with the needs of residents with diverse demographics. Sapna Mittal Software Engineer Why are you interested in serving on the Fiscal Sustainability Task Force? To provide my skills and input for better dublin future.monitor and see through the process of applying the tax payers money into right projects and deliverables. Please list any affiliations or memberships with community organizations and/or business. Working for Berkshire Hathaway Homestate Companies What knowledge do you have of finance and/or governmental finance? Worked with wells fargo and designed many financial software What do you believe are the key challenges facing the City of Dublin? Many projects and diversified interests What is your perception/knowledge of the City of Dublin's current and future fiscal status? I have lived in dublin over 15 years and seen dunbin go through many phases and chalanges Mike Grant Equipment Maintenance Asset Manager, Schnitzer Steel Industries and Owner, Guns Unlimited Why are you interested in serving on the Fiscal Sustainability Task Force? I am encouraged to learn that the City of Dublin has invited community members to participate in the Fiscal Sustainability Task Force. The economic sustainability of Dublin is essential as Dublin has seen substantial economic and population growth in the last decade. As such, I believe the the Fiscal Sustainability Task Force needs to be composed of a diverse membership. As a business owner in Dublin and a resident (for more than 25 years), I can provide a unique perspective that is needed on the Task Force. I have more than 30 years of experience managing budgets at Republic Services, Schnitzer Steel Industries, and Peterson Tractor. These experiences have shown me the important of financial reviews and benefits of fiscal planning to ensure company needs are meant and operations are completed. This can be directly translated to the work conducted by this Task Force. Please list any affiliations or memberships with community organizations and/or business. Guns Unlimited (owner) Dublin Chamber of Commerce (member) Urban Shield (sponsor) St. Raymond Catholic Church What knowledge do you have of finance and/or governmental finance? I have significant professional experience in roles dealing with finance. Below is a list of my experience along with details on duties related to finance. Schnitzer Steel Industries: Manage over $125 million of equipment. Manage 78 personnel. Allied Waste: Republic Services: Managed $100 million worth of equipment. Reduced equipment operation costs by $4 million. Mission Valley Rock: Managed fleet of $48 million worth of equipment. Reduced equipment costs through evaluation of warranties and related expenses. Peterson Tractor: Responsible for $15 million per year in gross revenues. What do you believe are the key challenges facing the City of Dublin? I believe there are many challenges and opportunities facing the City of Dublin. As a resident of Dublin for more than 25 years, I have seen the dramatic expansion in our community, including residents and development. However, with more people and visitors in our community the demand on our city services also grows. And the budget shortfall facing the city can have dramatic impact on our core services. As such, I believe the Task Force needs to look at the budget shortfall and ensure we retain of our core services (Fire and Police). In addition, we must invite smart growth development that is revenue generating, as well as fully evaluate the transportation needs in our community (from roads to traffic expansion and mitigation). This Task force has significant work to do and I would welcome the opportunity to help drive this Task Force and Dublin forward. What is your perception/knowledge of the City of Dublin's current and future fiscal status? As a longtime resident and business owner, I am fully aware of the budget shortfall facing our City and ultimately our community. We need to take an honest look at how we reached this point and develop a comprehensive recommendation to ensure Dublin continues to invite economic growth while providing services to its constituents. It is important to note that the fiscal issues facing the City of Dublin are not unique to our city; these are issues facing communities throughout California and the United States. However, it is our responsibility to address the future fiscal status in a way that takes into account Dublin and its needs for today and tomorrow. Edward Rimshaw retired mainframe systems programmer Why are you interested in serving on the Fiscal Sustainability Task Force? I recently completed 'Inside Dublin' and learned of this program. I have lived in Dublin since 1965 (except for 10 years when I lived in Pleasanton). I am interested in seeing the city operate in a fiscally sustainable manner. Please list any affiliations or memberships with community organizations and/or business. Just a citizen who grew up here - I went to Fredericksen elementary school, Wells middle and Dublin High school. I worked in Dublin from 1976-2010 at the Lucky corporate headquarters on Clark Ave. What knowledge do you have of finance and/or governmental finance? Only what was presented in Inside Dublin. However, I do own a house in Dublin, and I have no personal debt - so I think I am doing better than most businesses or government offices. What do you believe are the key challenges facing the City of Dublin? Attracting new retail, generating revenue, and controlling spending. What is your perception/knowledge of the City of Dublin's current and future fiscal status? The city can't sustain its current budget, likely due to its commitment to contracted services. Robert Spicer Retired Former Director of IT Why are you interested in serving on the Fiscal Sustainability Task Force? I am an 8 year resident of Dublin and retired for the 3rd time in July of this year. My wife and I selected Dublin for our retirement home; buying our last residence here with that in mind. Two of our 3 children live here and we have 2 grand children attending Dublin High as freshmen. Having made a strong commitment to Dublin, I want to do what I can to help this City continue to be as attractive and desirable, now and into the future, as it was for us 8 years ago. Now that I am retired, I have both the time and the desire to contribute my skills, in some small way, to help preserve and advance what Dublin has come to mean to us. Please list any affiliations or memberships with community organizations and/or business. Most recently I was a member of Dublin's Public Art Selection/Recommendation Committee for the Emerald Green Park's Aquatic Center. Before I moved into senior management positions, and then into "startups", and had more free time, I served on the curriculum committee when Evergreen Community Collage was expanding into the Computer Science area, and I was on a number of advisory boards for the DPMA (Data Processing Management Association) now called the (ICCP) Institute for Certification of Computer Professionals. I have been on the BOD for my HOA for the past 7 years, and I have been the Board President for the last 5 years. What knowledge do you have of finance and/or governmental finance? I hold a BS Degree in Business and Industrial Management, and an MBA. My knowledge of finance is focused on manufacturing and retail businesses - large and small. In addition to undergraduate and post graduate accounting and finance course work, early in my work career I designed, programmed, installed and maintained computer based financial systems primarily for large and medium sized manufacturing and retail businesses. Later in my career, I selected and installed fully integrated financial business systems for manufacturing and software businesses. I have some "awareness" of the differences in government accounting practices - but no hands on experience. What do you believe are the key challenges facing the City of Dublin? Keeping up with the need to build-out infrastructure to meet City growth. Maintaining this growing infrastructure base, and then finding funding for future replacements of the aging potions of the infrastructure. Managing the problems that come with growth and larger populations which result in more traffic, more education requirements, more safety and emergency services, and more waste. What is your perception/knowledge of the City of Dublin's current and future fiscal status? From the Dublin 101 Seminar I took several years ago, I gained the understanding that the near future was planned for and well covered, but I was always curious as to what happens when growth stops or slows down. Since the Council is putting together a Sustainability Task Force, it seems that they are also wanting to ask and answer the same question - what happens when new development is a smaller percentage of the of the future economic activity in Dublin. Mathew Lopez Retired Why are you interested in serving on the Fiscal Sustainability Task Force? I have been a resident of Dublin for nearly 40 years. I have watched our city grow from a unincorporated community to a city and watched the school districts evolve into a self contained district. During this period we have experienced dramatic population and business growth, but there is limit to this growth because of geographical limitations. So the challenge the City faces is maintaining the current level of standards and growing costs within limited opportunities for revenue sources. This requires fiscal planning far different than massive growth and what seems unrestricted revenue growth. As a result, I am concerned the City could become overly tax burdened driving out business. It also could have difficulty maintaining City services at the current levels. None of us would like less fire, police, maintenance, or other city services. We must maintain the vibrancy so far achieved. Please list any affiliations or memberships with community organizations and/or business. None. I have not felt the need to involve myself in City or community groups. This task force offers an excellent vehicle for me to use my experience and knowledge within a concise framework and schedule with like minded individuals who are concerned about the future of Dublin. What knowledge do you have of finance and/or governmental finance? I have BS in Accounting and Masters in Public Administration. I worked 5 plus years in the General Accounting Office performing fiscal and management audits and reviews of federal programs. I worked 28 years at Lawrence Livermore National Laboratory. My responsibilities included budgeting and forecasting, program operations and ultimately I became the Finance Officer for the Lab. I also was the CFO at Los Alamos National Laboretory responsible for all business operations of this 2 billion $ laboratory. No direct city employment, but significant business and financial experience. What do you believe are the key challenges facing the City of Dublin? Limited physical growth opportunities and thus, potential revenue restrictions. Maintaining high level city services, including fire, police, maintenance, etc. Maintaining the City's infrastructure, such as, parks, streets, buildings, etc. Dealing with future employee liabilities and benefits. Building a reserve to meet future economic downturns and emergencies. Providing enhancements to city facilities and services. Creating a downtown the City and it's residents would be proud to use. What is your perception/knowledge of the City of Dublin's current and future fiscal status? The City has managed the growth reasonably well, although at times, it felt too much too soon. Having the said this, it appears the the current fiscal status is adequate to meet current requirements. But I suspect that City leadership has concerns or there would be no need for this type of task force. I share those concerns. The economy is humming along, but we all know it goes through cycles and is the City ready for a downturn. Is the City prepared to maintain services within constrained revenue. Is the City prepared to meet future employee liabilities or a major emergency. So, my perception is that looks fine at this time, but this will not last. The City must be prepared and begin planning and se plans as soon as possible. Kristian Reyes Manager, Lighting and PowerSmart Business - Graybar Electric Why are you interested in serving on the Fiscal Sustainability Task Force? I moved to Dublin with my family from Oakland 2-1/2 years ago. Not only were we attracted to the safe neighborhoods, the abundance of great parks, the quality of the youth sports leagues, and the availability of shopping with the city - but also due to the proximity to my office in West Dublin. We purchased a new home in Schaefer Ranch and have been watching the growth of the city, especially in the east side. Since we moved to Dublin and gotten acquainted with the city I have become more and more interested in the effects this has had on the city from a fiscal perspective; when I found about the task force I thought this would be an excellent opportunity for me to use my experience to help the city, as well as to stay aware of the city's progress as we grow. Please list any affiliations or memberships with community organizations and/or business. My son plays in several youth sports organizations in Dublin; I have managed his DLL teams for the past 2 years. What knowledge do you have of finance and/or governmental finance? I have a Bachelor's Degree in Business Administration from UC Berkeley, with an emphasis in Finance, as well as an MBA from UC Irvine. I have financial experience over the past 20+ years in several areas: Various management roles with P&L an financial responsibilities at 2 Fortune 500 companies Ownership and primary financial decision-maker of a lighting manfacturers' representative agency with revenues exceeding $50 million Managing all accounting, finance, and HR functions for my wife's speech pathology practice Serve as Vice President of my HOA for our vacation home in South Lake Tahoe and help manage a ~$100K budget In my current role at Graybar, I work with city governments all over the country as I consult with them on several areas that my firm can help them with their finances through energy conservation measures. I have worked with over 50 cities over the past 10 years, executing city-wide street light changeouts and more recently, implementing electricity generation and storage solutions using solar and battery solutions. In this role I have become more and more aware of the finance processes at various cities, specifically in the areas of bond issues, municipal leases, and the uses of city fund and expenditure categories. What do you believe are the key challenges facing the City of Dublin? I think the city has a lot to consider in the fact that as major developments start to wrap up, the revenues generated from those projects will start to decline. As a result, the city will have to consider the balance between the encouragement to attract more businesses to Dublin to increase sales tax revenue, and the infrastructure needed to support that growth. Considerations with regards to declining infrastructure, traffic, and maintenance issues will be key. What is your perception/knowledge of the City of Dublin's current and future fiscal status? Upon learning of this task force, I have done some review of the documents on the city's website. I was pleased to see the quality in which the budgets have been done and applaud the city on its policies to ensure a sound financial position and address goals laid out in the city's operational plan. It is commendable that Dublin is looking forward and taking strategic steps to address potential deficits in the future. I look forward to participating in that process and learn more to be able to contribute. Rajani Arepalli IT Proessional Why are you interested in serving on the Fiscal Sustainability Task Force? As a resident of Dublin city I am deeply interested in its fiscal situation. Dublin is a growing city with plenty of opportunities. There are many young families making Dublin their home to provide good environment to their kids. As father of two young kids I like to see Dublin city to thrive not just today but over many decades. The immense growth that is happening in Dublin brings great opportunities along with immense new challenges. It is my wish to see Dublin city sustain and emerge stronger with each new challenges that come its way. Over a period of many years there are up and downs in the economy cycles. The events of 2007 / 2008 thought me to prepare for the worse in good times to withstand the unfavorable economic conditions that might come our way. As the projected budget deficit for year 2020/2021 is negligible, next 3-4 years gives great opportunity to plan for the surplus budget moving forward. Keeping good financial order is continuous effort with due diligence at every step of way. With my interest in the financial well being of the city I currently reside, I like to participate and contribute in any way possible to help Dublin to be a stronger and vital community. Please list any affiliations or memberships with community organizations and/or business. None. This is first step for me to involve deeply with the community. What knowledge do you have of finance and/or governmental finance? As mentioned before, 2007-2008 thought me great deal about being fiscally prudent to avoid any surprises that we may not be able to control. I will bring the same discipline to enhance Dublin's financial position. Completed level 1 certification of Alternative investments (CAIA) which introduced me to the world of alternative financial world. As part of my job, always adhere to SOX controls and believe in strong processes to be in place to achieve financial success. I lived in Singapore for couple of years and impressed the way government was run always keeping interest of the country at first. Both are small in size (Dublin is at 5% of Singapore size), few of the fiscal activities can be easily implemented in Dublin. What do you believe are the key challenges facing the City of Dublin? Infrastructure (Roads) is the biggest concern that needs to cater to the growing population. Schools are another area that needs big impetus to produce future successful citizens. Bringing businesses to the city helps to build the eco system that can withstand any surprises in silicon valley Compete with other world class cities and be better in providing opportunities to its citizens What is your perception/knowledge of the City of Dublin's current and future fiscal status? With robust growth in new population, buildings Dublin is at unique position to take advantage of all the opportunities. Proximity to silicon valley and San Francisco city propels Dublin city to provide key role in Northern California / bay area region Laurie Martellacci Retired Clerical Manager Why are you interested in serving on the Fiscal Sustainability Task Force? I am interested in serving on the task force because I plan to live in Dublin for a long time to come and I am concerned with anything that affects our city financially. When I read that we will soon have a deficit in our General Fund, that concerns me and I would like to help be a part of the solution. I believe Dublin is a thriving city, and to be sure it continues that way, certain financial issues should be addressed and solved. Please list any affiliations or memberships with community organizations and/or business. I do not have affiliations with organizations or businesses, but when I moved here over 6 years ago, I did fall in love with this city and I would like it continue to be the great city that it is. I do attend classes and events at the Senior Center and find it to be a very well run facility. I enjoy our parks, I have participated in the 5K walk during the St. Patrick's Day celebration, and of course I am a customer and consumer at many local businesses in Dublin, both large and small. What knowledge do you have of finance and/or governmental finance? Although my knowledge of governmental finance is limited, I worked for Alameda County for 42 years. I worked all of those years at the library, both behind the scenes and in the public library in various positions throughout my career. I was a manager for most of my career. I do know what it takes to run an operation efficiently, while working within the constraints of the budget. We faced several hard times during my career, so creative solutions were always a part of my job tasks. I had to get the work done and make sure the public received excellent customer service, while being under staffed. I was aware of the Library's budget each year, and am familiar with where our money came from, etc. What do you believe are the key challenges facing the City of Dublin? I believe the key challenges facing the City of Dublin are growth, traffic, and economic stability. We are still growing, but are we growing too fast? We need more schools. And can our infrastructure handle the growth? If we are still growing with new businesses and housing, why will we face a deficit? What is your perception/knowledge of the City of Dublin's current and future fiscal status? My current perception would have been that since we are growing, we are thriving. Now that I know that we may have a financial deficit, my perception has changed. I wonder why and question how could this happen. It is something that needs to be resolved to keep our community great. Marut Patel HW Manager Why are you interested in serving on the Fiscal Sustainability Task Force? Keenly interested in understanding and becoming part of solution. Understanding ------------------- 1) Why do we believe we will have fiscal challenge in near future with given revenue? 2) What is the value every dollar spent brings for the city of Dublin and its future? 3) How are the priorities determined? 4) How are the key decisions made? Think tank for solution ----------------------------- 1) Join the team to find the solution. 2) Provide the recommendation and may have alternate or innovative way to achieve the same. Please list any affiliations or memberships with community organizations and/or business. Working on it. What knowledge do you have of finance and/or governmental finance? Mostly have the finance knowledge of running initiatives and programs in private sector. What do you believe are the key challenges facing the City of Dublin? At our current service levels, and with future facilities and community services, future expenditures will outpace future revenues. Projections from June 2016 showed a General Fund deficit by Fiscal Year 2020-21 of $0.9 million, growing to $7.4 million by Fiscal Year 2024-25. What is your perception/knowledge of the City of Dublin's current and future fiscal status? Have read and understand the financials of 2015 from CFAR report. Also the details of the revenue and expenses. Have to understand more about the forecast that could create deficit. MARILYN MA Finance Why are you interested in serving on the Fiscal Sustainability Task Force? My family moved to Dublin in 2013 and we very much enjoy the family-oriented city that offers good schools and diversity. It's our goal to become a long term Dublin resident (both my husband and I work close by) and the success of the city plays a big role and has major impact to our every day lives. I have 18+ years of finance background and I believe my experience in the field is a good fit to this task force. This also will give me an opportunity to learn something new and meet other residents in Dublin. Sincerely, Marilyn Ma Please list any affiliations or memberships with community organizations and/or business. I own my own financial consulting business. What knowledge do you have of finance and/or governmental finance? I am in charge of the my company's annual budgeting and quarterly forecasting processes. These processes require in-depth knowledge of the company's operations, team work, collaboration, and attention to details. I also oversee the company's capital spend to ensure a good rate of return in investment. What do you believe are the key challenges facing the City of Dublin? Traffic due to over populated housing, particularly on the East side. No real down town feel on either side of the city. West is older and quieter and East is new but over populated. What is your perception/knowledge of the City of Dublin's current and future fiscal status? Current status is stable and could bring in more diversity in the meals & entertaining areas (restaurants/night entertainment) in order to attract residents from other cities. ROMONCITO FIRMEZA Retired Why are you interested in serving on the Fiscal Sustainability Task Force? Concerned about projected 2020 budget deficit Please list any affiliations or memberships with community organizations and/or business. Former Member: • Housing Committee • Green Task Force What knowledge do you have of finance and/or governmental finance? 8 years – Senior Accountant – State of California 25 years – IT Engineer – Director 10 years – Accountant – Private Corp. BS Degree – Business Administration – Major Accounting What do you believe are the key challenges facing the City of Dublin? Balance growth in housing and commercial What is your perception/knowledge of the City of Dublin's current and future fiscal status? Floating above water Future is not good Ravi Banda Information Technology Why are you interested in serving on the Fiscal Sustainability Task Force? Our family moved to Dublin to be part of a growing and vibrant community. The people. schools, facilities, commute accessibility and recreational avenues are one of the best in Bay Area and in Tri- valley. Even when faced with a choice of going to Pleasanton or San Ramon we chose Dublin to be the place where our kids will flourish and grow and the place where we can retire. I have been closely following the rapid development of Dublin and the choices being made for investment into infra-structure, businesses, community facilities and there are two things that come to my mind - 1) Economy is cyclical and I have seen the boom and bust of Bay Area. Things look great now but there will be a down-turn and we need to be prepared at that point to minimize the impact on the residents of the Dublin. It's important to have a sound financial strategy that builds a cushion for us to deal with any eventuality. 2) As Dublin gets closer to its full growth - we need to find new revenue paths. We need to leverage the strategic geographic location of Dublin to make it a hub for business, entertainment, shopping and a place. We need to tap and partner with technology companies to make Dublin a smart city and create ways to reduce the cost of running the city as well as develop new ways of generating revenue. I am excited about the potential for Dublin and motivated to solve the challenges hence my interest to serve on the task force and work with fellow members to create a long-term sustainable financial strategy for the city of Dublin. Please list any affiliations or memberships with community organizations and/or business. Own a S-Corp - Nalanda Education Services What knowledge do you have of finance and/or governmental finance? I have a MS in Computer Science and an MBA from UC Berkeley. My MBA has helped me to understand the accounting aspects of a business and balance it with a business strategy for the growth and sustainability of a business. What do you believe are the key challenges facing the City of Dublin? There are three challenges facing the city 1) Tackle the projected fiscal deficit in the next 8-10 years and at the same time prepare for increasing inflation and interest rates. 2) Identify new revenue opportunities that cater to a responsible and sustainable city growth 3) Most importantly build community support around the plan for tackling these challenges What is your perception/knowledge of the City of Dublin's current and future fiscal status? I have reviewed the financial reports on the City of Dublin website and have a fair understanding of the current budget, projected revenues and the possible deficit situation in 2024-25. We need to build community support around the fiscal initiatives and this first step of setting up a task force is in the right direction and I will be honored to provide my inputs into this process.