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Home My WebLink AboutAgenda Report - March 6, 2019 H-02TM CITY OF LODI COUNCIL COMMUNICATION AGENDA ITEM H-2 AGENDA TITLE: Appoint Members to the Measure L Citizens Oversight Committee MEETING DATE: March 6, 2019 PREPARED BY: Deputy City Manager RECOMMENDED ACTION: Appoint members to the Measure L Citizens Oversight Committee. BACKGROUND INFORMATION: On November 6, 2018, Lodi voters passed Measure L with a 58.7% yes vote. Measure L is a one-half cent transactions and use tax to be effective April 1, 2019. The 75 -word ballot language reads: To make neighborhoods safer, maintain/improve essential City of Lodi services including: reducing crime; maintaining neighborhood police patrols/gang violence intervention/prevention; fixing potholes/city streets; maintaining neighborhood fire stations; enhancing rapid police/fire response times by restoring firefighter and adding police positions; maintaining recreation facilities/programs; and other general fund purposes; shall the City of Lodi measure enacting an ongoing half cent local sales tax, providing $5,400,000 annually, with independent citizen oversight, and funds spent locally, be adopted? On January 15, 2019, staff presented the Council an update on Measure L including administrative contracts with the California Department of Tax and Fee Administration and HdL Companies currently in place. Council provided direction on the initial Measure L Citizens Oversight Committee (Committee) selection process. A summary of that direction follows. • All Councilmembers will review all applications, regardless of district. • Each Council member shall represent their own district and have one nomination from the pool of eligible applicants. • To the extent possible, one committee member should be from each of the five Council Districts. o If there is not an eligible applicant from a Council member's district, that Councilmember may choose their nomination from the applicants in another district. • Council Members represent the following districts: o District 1 — Alan Nakanishi o District 2 — Mark Chandler o District 3 — Doug Kuehne o District 4 — JoAnne Mounce (resides in District 4, but elected by prior at large system) o District 5 — Bob Johnson (currently occupies the seat that will be held by the District 5 representative in 2020) • Councilmember nominations shall be approved unless a super majority of four Councilmembers vote against the nomination. APPROVED: I1 Stephen c abaue , City Manager Appoint Members to the Measure L Citizens Oversight Committee March 6, 2019 Page 2 of 2 • Two Committee members receive three-year terms and three Committee members receive two-year terms. o Longer terms are reserved for those candidates that have a CPA or equivalent financial background. By the Ordinance approved by the voters, there are certain restrictions on Measure L Committee members. Per LMC Section 3.30.150B, members cannot be: • Current City employees; • Current City officials (members of other committees, boards or commissions or Council members); • Current contractors or vendors of the City of Lodi; or • Past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. The initial application period for the Committee was open from January 16, 2019, through February 8, 2019. On February 20, 2019, Council directed staff to reopen and re -advertise for nominations to the Committee due to two districts not having received any applications. In addition, Council expressed a desire to have a full Council present to consider nominations. Based on Council direction, the nomination period was re -opened from February 21, 2019, through March 1, 2019. The applications received during the initial application period are summarized as follows. Staff will provide a blue sheet prior to the meeting to summarize applications received during the extended period. Total Eligible Applications Received 10 District 1 4 District 2 2 District 3 4 District 4 0 District 5 0 Applicants with CPA or Equivalent Background 5 City Councilmembers received the comprehensive packet of all 10 initial application period applications on February 12, 2019. The initial applications are attached to this report, with certain personal information redacted to protect the privacy of the applicants. Staff will provide a blue sheet prior to the meeting with the comprehensive packet of all applications received during the extended application period. FISCAL IMPACT: There is no fiscal impact from selecting committee members. All Committee activities will be funded by Measure L proceeds and recommended in future budget years. FUNDING AVAILABLE There are no planned expenditures in Fiscal Year 2018/19. Future year expenditures will be included in budget recommendations. Andrew Keys' Deputy City Manager To: Council, City Manager, Deputy City Manager, and City Attorney Measure L Citizens' Oversight Committee Application Packet Applications were verified for: 1) registration in the City of Lodi 2) confirmation of Council District The application period was open from January 16 through February 8, 2019. Council Member selection is scheduled for the February 20 Council meeting. The applications received are summarized as follows: 1 Total Eligible Applications Received I-_ District 1 District 2 District 3 10 4 District 4 District 5 2 4 0 Applicants with CPA or Equivalent Background 0 5 District 1 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Jan 16, 2019 Profile Melinda Prefix First Name Email Address Street Address Lodi City Horne: Mobile: Primary Phone Alternate Ph C Brown Middle Initial Last Name Suite or Apt CA State Suffix Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Retired Employer Job Tille Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Oue§tion ap lies to Measure t_ Citizens' Oversight Committee Meltnsla Brown Resume - _MeasureL..doc Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 20 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license?* fJ No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * W No Monlinrla r Rrn Ain Pana 1 of Interests & Experiences Professional information: (education, previous volunteer service, etc.) I'm retired from a 33 year career at the Sacramento Municipal Utility District (SMUD). As you will see on my resume, I was involved in some of SMUD's biggest projects over the years, mainly in a budget and schedule role. I have an AA degree from Cosumnes River College. My husband and I volunteer extensively with our church, Grace Point in Lodi. Melinda Brown Resume - Measure L.doc Upload a Resume Ethnicity 17 Caucasian/Non-Hispanic Gender 17 Female Date of Binh I wish to serve on this board because: enjoy living in Lodi. I voted for measure L and wanted to serve my community and be a part of working towards the goals and improvements that I believe the measure L funds are to support. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. 17 I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree �Ag.linrta r Rrn nin Pang. 9 of Z Question applies to multiple boards Are you registered to vote in Lodi? r., Yes c No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. [1 1 Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * 17 District 1 AAalinrla r Rrnmin Pana Z of 4 Melinda Brown Introduction: I have been a resident of Lodi for the past 13+ years and very much enjoy living here. It's my desire to serve our community and to see it continue to prosper and thrive. I supported Measure L with my ballot vote and wanted to be involved in seeing the funds allocated in a way that benefits Lodi, even if just in a small way as being part of the oversight committee. The majority of my budget experience comes from my career at the Sacramento Municipal Utility District as described below. Thank you for considering me for this committee. Job History: Post -Retirement Lodi Memorial Hospital Dedicated Financial Services October 2015 — October 2016 January 5, 2015 — July 2015 Pre -Retirement Sacramento Municipal Utility District (SMUD) July1980 - July 2013 (Retired) Summary of Experience: Lodi Memorial Hospital 10/15 —10/16 Billing Clerk — Durable Medical Equipment Dept. • Helped bring in new billing/inventory software system • Created billing invoices for customers/patients • Transferred patient data from old software system to new system • Wrote procedures and lead training for new system Dedicated Financial Services 1/5/15 — July 2015 Administrative Asst. - 20 hours per week • Process investment and Medicare forms and applications using various software programs. • Handle documents and customer information as per Broker/Dealer compliance procedures and confidentiality standards. • Update client data in various systems. • Answer phones, update calendar, filing. SMUD 10/08 — 7/13 Smart Meters Project & Smart Grid Projects Project Coordinator (Business Planning Analyst) The Smart Meter project had a budget of approx.. $22 Million The Smart Grid project was a grant from the DOE with strict reporting requirements • Develop and maintain project schedule with input from Smart Meter team leads. Monitor task deadlines and report progress to SMUD management as well as provide reports for DOE reporting. • Develop and monitor project budget and project expenditures on a monthly basis, adjust forecasts and report progress and variances to SMUD management as well as provide reports for DOE reporting. • Developed project metrics and reporting methods for SMUD management as well as DOE reporting. • Manage multiple reporting deadlines to support communication of project progress to SMUD management as well as DOE reporting. • Monitor project contract expenditures and review contracts for pertinent payment milestones. Review invoicing for project. • Utilized Microsoft Excel, Word, Project and Outlook on a daily basis at a proficient to advanced level. SMUD 5/06 — 10/08 Rancho Seco — Plant Decommissioning Cost Scheduler • Input updates and add new data into Primavera project scheduling software • Produce project schedules in various formats and modify schedules as requirements change. • Produce monthly budget analysis reports using SAP and Primavera. • Prepare and submit monthly accruals. SMUD 1/99 — 5/06 Rancho Seco — Plant Decommissioning Sr. Administrative Supervisor • Provide administrative support to Project Manager, Spent Fuel Storage and Project Controls Supervisor. • Maintain data for and produce Decommissioning Trust Fund forecasts. ($523 Mil.) • Assist with the annual Decommissioning budget and cost estimate process. • Locate, assemble and interpret project records in support of a successful $40 million lawsuit to recover Spent Fuel Project costs. SMUD 7/90 — 1/99 Headquarters — Human Resources Dept. Sr. Administrative Supervisor • Perform supervisory duties including the direction of work, performance reviews, coaching, motivating and training. • Manage the day-to-day activities of the administrative support unit. • Assist SMUD employees from all levels of the organization with various HR questions. • Handle sensitive information on a daily basis. • Familiarization with employee benefit programs, HR record keeping systems, civil service rules and SMUD policies and procedures. SMUD 7/80 — 7/90 Headquarters — Various Depts. Various Clerical Classifications (Utility Typist Clerk; Sr. Utility Clerk; Human Resources Technician) Many and various typical clerical duties including answering phones, typing, filing and communicating with SMUD customers as well as SMUD employees. Education: AA Degree — 1978 from Cosumnes River College - General Education. Have consistently taken training classes that support my development in areas such as: Supervisory, Customer Service, Problem Solving/Decision Making, Effective Influence Techniques and Creating Effective Teams. Completed various on-line courses such as Effective Inter -functional Relationships and a series titled Leadership Skills for Women. Completed various courses to learn about specific software programs such as Excel and project scheduling software. Skills: Self -motivated, able to work independently or in team environment, detail oriented, proficient in Microsoft Excel, Word and Project as well as Microsoft Outlook. Familiar with customer service techniques. References: Erik Krause - Sr. Project Manager, SMUD (Former Supervisor) Lupe Jimenez - Sr. Project Manager, SMUD (Former Supervisor) 1 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 08, 2019 Profile Michael J Collins Pr- efix First Name - Middle Initial Last Name Email Address Street Address Suite or Apt Lodi cfir Home: _ Home: _ Primary Phone Alternate Phone CA State Suffix Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Collins Family Funeral Home, Inc. Owner Employer Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Michael $ Jtesume.pdf Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 0 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? I7 No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license?* I N/A Mit-haat 1 rnllinc Parra 1 of Interests & Experiences Professional information: (education, previous volunteer service, etc.) Please see attached resume Michael 5 Resume.pdt Upload a Resume Ethnicity W Caucasian/Non-Hispanic Gender fJ Male Date of Birth wish to serve on this board because: I have lived in Lodi for almost 20 years, in that time I have always been actively supportive of our local police and fire depts. through my businesses. I am interested in serving on the oversight committee as I went "door to door" and contacted a lot of people to garner support for measure I, and am now interested in learning exactly how the funds will be used. I attended several meetings with the city manager and heard his plan so I am aware of the planned designation for the funds. I also think citizen oversight is important to help retain future support for this measure. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. W I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) W I Agree FAirhaal 1 CnIlinc Pari 7 of '2 Question applies to multiple boards Are you registered to vote in Lodi? r Yes r No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. IV I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * pr District 1 FtAirhaal 1 rnllinc Pana 4 of 2 Michael Collins mom= Summary am interested in serving on the Measure L Citizen Oversight Committee. I believe that my 30 plus years of business experience combined with my people skills and common sense approach to problem solving will make me an asset to the committee. Employment History Collins Family Funeral Home, Inc (formerly Gierhart, Wells & Donahue) Owner As the owner of this business I am responsible for all aspects of running and staffing control and expense management. Lodi Funeral Home, Inc. Manager As the manager of Lodi Funeral Home I was responsible for aspects of operating this management, daily operations, staffing, hiring, acquisitions and sales. Service Corporation International (SCI) Area Manager As area manager I was responsible for the daily operations of 11 mortuaries, 4 cemeteries, two crematories, and 2 flower shops, and roughly 250 employees. I was also responsible for multimillion dollar sales and regional budgets. January 2017 - Present the operation, as well as budgetary Lodi, California January 1999 - December 2016 business including budgetary January 1996 -January 1999 FedEx Corporation January 1981- December 1996 Regional Manager- Key Accounts began my career at Federal Express in the Sacramento Call center as an agent. I worked my way up through executive services, regional operations, operations management and area management before becoming the manager of regional key account services. My area was large, stretching from Kansas City to Honolulu! My group was responsible for support to all of Fedex's Key Accounts in the Western Region. I had a 1.5 Billion dollar revenue responsibility and managed a team of 25 highly trained specialists that supported the top 3% of all revenue producing customers in our region. These are FedEx's largest accounts. I had authority to implement policy affecting operations in every area of the company and reported directly to the company chairman. I managed budgets that were several hundred million dollars in size and insured our customers were met with best possible service and support from our company on a global level. After leaving Fedex to go to SCI, FedEx retained me for an additional five years as a consultant to and with their Key Accts. Hobbies & Interests I collect classic cars. Mostly professional vehicles from the fifties and sixties and enjoy taking them to car shows. I also enjoy travel and cooking. Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Jan 19, 2019 Profile Prefix Gray Fi Einail Address Middle Initial Drohan Last Name Suffix Street Address Suite or Apt Lodi CA City State Postal Code Mobile: _ Home: Primary Phone Alternate Phone Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible OpenGate Capital Management, LLC _ _ Vice President,_ O perations_ Employer Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies Iv Measure L Citizens' Oversight Committee Drohanjesume - January 2019.pdf Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 35 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license?* I7 No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * I"J No rr ;rav flrnhan Pant 1 of '� Interests & Experiences Professional information: (education, previous volunteer service, etc.) I would like to emphasize that, while I let my CPA license expire many years ago, my Accounting and Finance training and experience has been a critical attribute and differentiator for me in the corporate technology work that I have since focused upon. Whether internal or external, my "customers" have always been the CFOs, VPs of Finance and Controllers. I am delivering or maintaining the core financial systems (and can only do so with an understanding of the underlying logic) and managing projects that are estimated, budgeted and measured. Upload a Resume Ethnicity 17 Caucasian/Non-Hispanic Gender 17, Male Dale of Birth I wish to serve on this board because: see this in many ways as being an extremely unique opportunity. The body is unique. The objective is unique. And I expect there to be unique challenges in developing a vehicle for transparency to an often - skeptical citizenry. But these are the kind of challenges that excite me. It can be done. And my belief in that has me enthusiastically applying to be a member of this committee. I have also been looking for a way to get more deeply involved in the Lodi community. I came here about 7 years ago, expecting to stay only a few weeks. But in those few weeks I met so many great people that became my friends so honestly, that I couldn't go. I love this place, I chose to stay, and I expect to be here for many years to come. It would be a privilege to lend the extent of my capabilities to this committee, the City Council and the City of Lodi. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. 17 I Agree (,raw flrnhan PariP 9 of 2 Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 1.1 1 Agree Question applies to multiple boards Are you registered to vote in Lodi? t: Yes r No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. 17 I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * PI District 1 r;rav flrnhan Pana Q of 1 GRAY DROHAN Experienced Business and Information Technology Leader Owns over 25 years of success in information technology and business management roles, addressing business needs and requirements in all functional domains with strategic vision and tactical action. A broadly -experienced and accomplished senior Technology and Business leader with complementary education and experience in Accounting and Finance. Former CPA, CFO and CIO. Blends entrepreneurial instincts, personnel leadership skills, depth of knowledge of business operations and industry trends, information technology, and internal and external customer relationship management to aggressively direct the accomplishment of business strategy. Leverages a mixed career of both corporate and professional services roles to ramp -up quickly in new industries, locales and roles, and able to bring industry and process "best practices" into use. An energetic, up-to-date and "hands -on" -capable leader whose enthusiasm motivates the high-performance teams that he builds, organizes and mentors. A true team player, who develops trust and strong working relationships through integrity and credibility, encourages collaboration, manages conflict, and communicates transparently. A visionary architect, trusted advisor and pragmatic planner, who is demanding of quality and driven to provide exemplary service to internal and external customers. Experienced in multi -site and international operations, including quickly integrating acquisitions and orienting remote and culturally -diverse staff. • Business Leadership • Empathy and Communication • Project Management • IT/Business Alignment • Team -Building and Mentorship • Accounting and Finance • Budgeting/Strategic Planning CORE COMPETENCIES • Office Productivity • Infrastructure and Operations • Enterprise Apps (ERP, CRM, etc.) • CEO/CFO/CIO Affinity • Contracts and Agreements • Cloud Computing • Virtualization PROFESSIONAL EXPERIENCE OpenGate Capital Management, LLC Los Angeles, California Vice President Lends experience and oversight to Information Technology -related functions at OpenGate's portfolio companies. Supports the firm's M&A transaction team by owning IT operational and budgetary assessment during diligence. Assists in software and vendor selection when financial and operational systems replacement are required for carve -out. • Process Improvement • Vendor Management • Creating Order from Ambiguity • Governance and Compliance • Global Delivery • Customer Experience • Sales and Marketing June 2017 to Present Gray Drohan (cont.) RSM US LLP Pleasanton, California February 2011 to November 2016 (Acquirer of Junction Solutions, Inc. in December, 2015) Consulting Director Successfully led multiple, concurrent Dynamics AX ERP implementation projects across multiple industries (including bio -technology, retail, agriculture and food distribution) for a large, enterprise software consultancy. Developed, monitored and presented key progress metrics. Mentored and developed functional and technical team members. Enhanced and expanded client relationships as a trusted technology advisor and project manager. Successfully led West Region college recruiting efforts, filling all available positions with talent that is now fully billable. Acted as a prime contributor to company pre -sales and implementation methodology, drafting most of the language now present in standard Statement of Work templates and developing an approach for client -led security configuration planning. Menlo Technologies (On Contract) Redwood City, California Vice President, Technology Services Provided consultative support to the management of an established Microsoft Gold Certified channel partner specializing in online e-mail, collaboration and conferencing services migrations and implementations. Assisted in various Pre -Sales Engineering, Sales, Marketing, and implementation efforts. 2010 to 2011 Simpson Strong -Tie Company, Inc. Pleasanton, California CIO/Director, Information Technology Systems and Services As the Information Technology leader in a nearly $1,000,000,000, publicly -traded, multi -national manufacturing and distribution company, directed both the strategy and 24x7 operations of a global IT organization serving nearly 3,000 employees across 40+ sites in 11 countries. Provided the vision necessary to design and deliver highly valued applications and technology solutions aligned with current business while in support of strategic initiatives. Smoothly supported the fast, global growth of the company (from 25 to 46 sites, with 13 of 21 new sites located overseas) with well -reasoned and deliberate enhancements to IT staff levels and expertise. Reported directly to the CEO and participated as a member of the senior management team. In addition: 2003 to 2009 o Constructed an organization and designed processes providing superior levels of service on budgets of less than 1% of Revenue. o Designed and constructed a "private cloud" -based business systems delivery infrastructure that saved the company more than $1,000,000 per year. o Led the process to select and then implement the company's next generation comprehensive business (ERP) system, Microsoft's Dynamics AX. Acted as the primary liaison with software and consulting vendors. Fulfilled Project Management roles in engaging internal users and Subject Matter Experts to contribute to requirements definition and developed change management processes to assure of Sarbanes-Oxley compliance. Directed the development of several unique and beneficial system management and administration tools. o Initiated and drove the development of a suite of customer -facing applications providing "game - changing" credibility to key technical products being marketed. Recognized by both Sales and our competitors. o Introduced a new recruiting approach in North America and built highly professional and effective teams in Europe and China, as well. o Actively planned and coordinated the systems integrations of several acquired companies. Page 12 Gray Drohan (cont.) Akamai Technologies, Inc. San Mateo, California 2000 to 2002 Director, Operations — Streaming Network and Applications Designed and directed the construction, modification and maintenance of the web site hosting one of the world's most scalable interactive corporate communication, collaboration and web -casting applications, Akamai's Forum live and on -demand application service for streaming audio, video and slide presentations. Delivered an extremely high quality user experience in a very unforgiving, real-time environment. Also: o Cost-effectively managed Akamai's significant multi -site satellite downlink and encoding service operations in their entirety. Reliably managed to Service Level Agreements for such high-profile streamed programs as "The Rush Limbaugh Show," and specialty sporting events from around the world. o Built highly effective site operations and customer care/help desk teams and kept morale high during challenging times. Responsibly laid off many when conditions required. o Developed the idea and led the overnight effort that produced the prototype for the "Forum -in -a -Box" enterprise communications software product. As a result, product management duties were added on top of those from the existing Operations role. Network24 Communications, Inc. Cupertino, California 1999 to 2000 Director, Operations and IT Directed the growth in both production and internal systems of a 40 -person Internet start-up that was acquired by Akamai Technologies. A partial list of successes is as follows: o Personally implemented "from scratch" business -critical systems, like Microsoft Exchange, for e-mail and remote access capabilities benefitting users on the road. o Designed and built out the first datacenter, including hardware and software load balancing, redundant web and streaming servers, physically and logically redundant networking, and state-of-the-art Windows Media encoding facilities. o Installed and supported bug -tracking, load -testing applications and utilized the results to tune systems and provide scalability metrics to Product Management. Panurgy(formerly Servinet Consulting) San Francisco, California VP/Director of Integration Services Hampton Court Holdings, Inc. San Francisco, California Chief Financial Officer and Director of Information Technology Arthur Andersen & Co. Seattle, Washington Audit Manager — focusing on forensic accounting EDUCATION Bachelor of Arts in Business Administration, Accounting Concentration University of Washington, Seattle, Washington 1992 to 1999 1989 to 1992 1983 to 1989 CIO Institute Invited to and attended the inaugural symposium at the Center for Executive Development Haas School of Business, University of California Page 13 Gray Drohan (cont.) CERTIFICATIONS Certified Public Accountant, State of Washington (former) Microsoft Certified Systems Engineer (former) Microsoft Certified Business Management Solutions Specialist: Microsoft Dynamics' CRM 4.0 Customization and Configuration Achieved a 99th percentile score on the Watson -Glaser Critical Thinking Assessment, October 2010 Page 14 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 05, 2019 Profile Prefix Gary First Name Email Address Street Address Lodi City Home: Primary Phone Mobile: Alternate Phone L Woehl -_ Middle Initial Last Name Suite or Apt CA State Sutfix Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Gary L. Woehl, CPA CPA / Self-Employed/Retired Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Woeful resume.pdf Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 42 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? * 7 Yes Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) 54632E Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license?* rJ• N/A ran/ 1 \A/nohl Parip 1 of Q Interests & Experiences Professional information: (education, previous volunteer service, etc.) Lodi Union High School - June, 1970 University of the Pacific - Bachelor of Arts, Major in Accounting, May, 1975 CPA License - November 17, 1989, License #54632E Woehl resume.l)df Upload a Resume Ethnicity W. Caucasian/Non-Hispanic Gender 17 Male Date of Bitih wish to serve on this board because: It is vital for the citizens of Lodi to have accountability and transparency from the City of Lodi and City Council as to the Measure L proceeds. I feel that I have a civic duty to see where the Measure L proceeds are being spent and that they are used as intended. The citizens of Lodi were promised that the funds would be used for public safety (police and fire) and infrastructure projects in Lodi. I want to serve on the board to encourage fiscal responsibility by the City Council and increase community awareness of the Measure L activity. Also, I want to utilize my CPA / accounting experience to ensure Measure L compliance. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. IJ I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree ran/ 1 \A/nahl PariP 7 of 2 Question applies to multiple boards Are you registered to vote in Lodi? r Yes G No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. IJJ I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * District 1 rary 1 %A/nahl Pana 2 of 4 PROFESSIONAL QUALIFICATIONS OF GARY L. WOEHL EDUCATIONAL BACKGROUND AND CREDENTIALS: Lodi Union High School - June, 1970 Bachelor of Arts, Major in Accounting, University of the Pacific, Stockton, California - May, 1975 Licensed as a Certified Public Accountant, November 17, 1989, State of California, License Number 54632E PUBLIC ACCOUNTING SERVICES: My professional background includes forty-two (42) years of experience in public and private accounting. I have considerable experience in tax and have gained valuable accounting and auditing experience in my professional career. l had been a sole practitioner from June 1, 1995 to October 31, 2017. I retired from public accounting on November 1, 2017. December, 1975 - December, 1980: Snell, Moretto, Riesenbeck, Crane & Rich, CPA's January, 1981 - December, 1982: Hood & Strong, CPA's (San Francisco, CA) January, 1983 - July, 1989: Rue, Hutchison, DeGregori, Gormsen, McCurry & Ringer, CPA's August, 1989 - May, 1995: lacopi, Lenz & Company, CPA's June, 1995 - October, 2017: Gary L. VVoehl, CPA (Stockton, CA) PROFESSIONAL AFFILIATIONS: I am currently a member of the following professional organizations: American Institute of Certified Public Accountants California Society of Certified Public Accountants I was a member of the Peer Review Program. PROFESSIONAL SERVICES OFFERED: Tax planning and preparation - individuals, partnerships, corporations, estates, trusts and non- profit organizations Accounting and auditing services — all phases except governmental accounting Business consulting and financial planning (Updated - November 1, 2017) GARY L. WOEHL CERTIFIED PUBLIC ACCOUNTANT TAX PLANNING AND PREPARATION SERVICES Diversified services provided for individuals, partnerships, corporations, estates, and trusts including in-house computerized tax return preparation, tax projections, and tax planning. I have experience in the representation of clients before the IRS and FTB in the areas of tax audits and collections. ACCOUNTING AND AUDITING SERVICES Preparation of compilation, reviewed, and audited financial statements. General ledger accounting services including monthly, quarterly, and annual preparation. In-house computer system and custom financial statement preparation. Bookkeeping, payroll tax, and sales tax services. BUSINESS CONSULTING Review and analysis of accounting records and internal control. Business start up services provided including computer software implementation. Employee retirement plan and fringe benefit recommendations provided. Review of Buy/Sell Agreements. Business sales and acquisitions. Purchase/sale price allocations and financing recommendations. ESTATE AND GIFT TAX SERVICES Estate and gift tax planning and administration of both large and small estates including preparation of estate and gift tax returns and accountings required by courts or trustees. Advice and planning for lifetime gifts for purposes of utilizing unified tax credits. FINANCIAL PLANNING Planning for future retirement needs via IRAs, 401(K), HR -10, and SEP plans. Review of business and individual insurance needs. Preparation of personal financial statements and family budgets. Financial goal planning including future education funding plans, home mortgage financing, refinancing, and will planning. District 2 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 06, 2019 Profile Spencer _ Rhoads 94566E Prefix Fii Middle Initial Last Name Suffix Email Address NB. Street Address Suite or Apt Lodi _ CA - - Gty — State Postal Code Mobile: Home: Primary Phone Alternate Phone Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible WPSS Group Legislative Assistant Employer Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee SPENCER RHQADS__ Creative.pdf Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 0 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license?* fJ No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license?* W No Cnanrar Rhnarlc QA_CRAR11 Pane 1 of Interests & Experiences Professional information: (education, previous volunteer service, etc.) obtained my B.A. from California State University, Sacramento. I currently work for WPSS Group, a government consulting firm in Sacramento, where I analyze legislation and consult businesses on government operations. I volunteer for local churches as a worship team drummer, and currently am involved at First Baptist Church on Mills Avenue. I also volunteer for Take Back Lodi. SPENCER RHOADS Creative.odf Upload a Resume Ethnicity iJ Caucasian/Non-Hispanic Gender fJ Male Date of Birth I wish to serve on this board because: My past experience working for the California State Legislature equipped me with a breadth of knowledge of the public sector, and how government budgets are developed. I have analyzed state budget appropriations and how they impact municipalities and non-governmental organizations. I want to use this knowledge and understanding to better my community, and ensure that our city can delivers on its promises of more officers and improved parks and roads. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. fJ I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree gnanrar Rhnarlc CILICRARrl Par'YP 9 of Question applies to multiple boards Are you registered to vote in Lodi? m Yes c No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. rJ I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * IV District 2 gnanrar Rhnaric CIAARARri Pana Q of '2 H ORDS SUMM R linkedin.com/in/spencerrhoads/ Dynamic policy and budget analyst with four years of experience in the California State Capitol. Creative and proactive team player with exceptional communication skills and a strong background in customer service and community engagement. SKILLS • Customer Service • Legislative Advocacy • Website and Content Management • Social Media Marketing • Office Administration • Project Management • Policy Consulting • Adobe Creative Suite • Communications EXPERIENCE WPSS GROUP Legislative Assistant Sacramento, CA January 2017 — Present • Monitored bills, regulations and budget items, analyzed them as to their impact on client operations, and communicated to stakeholders as necessary. • Drafted and distributed communications to the California State Legislature and stakeholders, including letters of support and opposition to legislation, independent bill analyses, and proposed amendments. • Closely tracked legislation throughout the State's legislative process, and made recommendations for WPSS Croup leadership and engagement. • Provided technical assistance, interacted with, and shared knowledge of grant program and contract procurement opportunities with internal staff, partner agencies and the firm's clients. • Managed partner schedules and WPSS Group's electronic records database. • Designed graphics, PowerPoint presentations, and websites for both the firm and our clients. CALIFORNIA STATE CAPITOL BUILDING Legislative Aide Sacramento, CA May 2015 — January 2017 • Provided in-depth legislative analyses and vote recommendations on bills before the Assembly Floor and Assembly Health, Privacy and Consumer Protection, and Accountability and Administrative Review committees. • Developed strong and collaborative relationships with state and federal agencies, partner organizations, coalitions, legislators and Capitol staff, and interest groups to advance shared objectives. • Drafted materials for lawmakers, the public, and the media to help advance our campaigns, including opinion editorials, press releases, letters to the editor, action campaign emails, factsheets, bill summaries and policy briefs, and presentations. • Served as community liaison to help represent the Assembly Member's office in the district and form relationships with local leaders, business owners, and constituents. • Managed constituent casework and the member's social media profiles, public e-mail accounts, and websites. OTHER EXPERIENCE Sacramento Semester Program Intern California State Assembly — Sacramento, CA January 2015 — May 2015 Server Lodi Beer Company — Lodi, CA June 2012 - September 2017 Barista Starbucks — Lodi, CA September 2011 — May 2013 EDUCATION Bachelor of Arts (B.A.) in Government • 3.5 GPA, Cum Laude COMMUNITY California State University, Sacramento May 2015 — January 2017 Homeless Encampment Clean-up Volunteer Take Back Lodi — Lodi, CA First Baptist Church — Lodi, CA Worship Team Drummer January 2018 — Present 2006— Present Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Jan 17, 2019 Profile Mr. Terence R _ Spring Prefix First Name Middle Initial Last Name Einail Address Street Address Suite or Apt Lodi CA Suffix City State Postal Code Mobile: — Home: Alternate Phone Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Hospital Administrator -Chief Retired Operating Officer /V Employer Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Terence Spring Resume for Measure L Oversight Committee4oc Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 40 years Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? * 1-J Yes Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) MBA Degree (Finance) Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * iJ N/A AAr Taranra P Cnrinn Pana 1 of Interests & Experiences Professional information: (education, previous volunteer service, etc.) am the retired Chief Operating Officer for Dignity Health's St. Joseph's Medical Center located in Stockton California. In my position I was responsible for the operations of a $300 million plus Medical Center which employed over 3,000 people. Since retirement I have served as a volunteer for Mark Armstrong-- both in events at the Grape Festival and as a member of the "Take Back Lodi" efforts with the homeless. I have also occupied my time enrolled in History Graduate Studies at Sac State and will soon have an advanced degree. I have lived with my wife Teri in our Turner Road house for almost 30 years and have raised three children -- all whom are now grown and out of the house. I was an active coach, participating in the Lodi BOB's program coaching Baseball, Basketball, and Soccer for approximately 15 years. The experience, among other joys, allowed me to watch each of my children participate in varsity sports for Lodi High. I enjoy golfing at the Woodbridge Golf and Country Club, camping, skiing, City League Softball and other recreational activities. My professional career required a solid foundation of business acumen. I am quite comfortable reviewing P/L statements and analyzing financial documents. As Chief Operating Officer I was responsible for the annual capital budget and as a management member of the Board made numerous presentations and proposals. I have missed this element of activity in the two years I have been retired. Terence Spring_Resume_for Measure J. Oversight Committee.doc Upload a Resume Ethnicity iJ Caucasian/Non-Hispanic Gender pr. Male Date of Birth I wish to serve on this board because: am a retired healthcare administrator and for forty years held various executive positions within the healthcare field. When I retired (May 2017) I decided to pursue an advanced degree in History which gives me personal enjoyment. After two years I find myself missing some of the activities of my former position which also brought me personal satisfaction. I believe I would be a strong contributor on the oversight committee. I wish to serve on the Measure L Citizens Oversight Committee because I advocated a strong position endorsing its passage last November and as a 30+ year residence of Lodi would like to provide a supportive voice on behalf of the Council and City Leadership to the community at large relative the uses of the funds. As Chief Operating Officer at St. Joseph's I was responsible not only for the operations of the Medical Center but also responsible for property leases, construction projects, and capital equipment acquisition. Past historical oversight of funds has included the development a joint venture LLC entity with our Radiologist group providing outpatient imaging and MRI services, a Women's Imaging and Breast Center, and a Medical Office building. I also served as Executive Sponsor on several major construction projects ---including the 65 bed St. Dominic's Hospital in Manteca, the Sister Mary Pia Regional Cancer Center, the St. Joseph's Regional Heart Center, and the 75 bed /$80 million patient tower. I had responsibility for the IT Department and as such tracked the progress of the team which installed Dignity Health's first Electronic Medical Records system which is operational today. My role required proficiency in Quality Improvement Management techniques (Dignity Health's "Hello Human Kindness" program) and as a member of the Board of Directors I had the opportunity to make numerous Board presentations presenting and representing executive management initiatives. AAr Taranra R Cnrinn PAnP 9 of Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. fJ I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) fJ I Agree Question applies to multiple boards Are you registered to vote in Lodi? r: Yes r No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. 17 I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * 17 District 2 FAr Taranrp P Cnrinn PanP Z of Q TERENCE SPRING EDUCATION Master of Business Administration (MBA) 1979 Concentration: Finance University of Texas, Arlington, Texas Bachelor of Science, Major: Business Administration, 1978 Major: Marketing Bowling Green State University, Bowling Green, Ohio Bachelor of Arts, History 2018 California State University, Sacramento EXPERIENCE Current Status — Retired since May 2017 (Graduate Studies, History, CSUS) 1987 to 2017 -- Dignity Health, St. Joseph's Medical Center, Stockton, CA • Vice President / Chief Operating Officer Responsible for the Operations of a 365 Bed Tertiary Hospital Annual Budget $200 Million 3000 Employees (4 Unions) Specialty Services: Cardiac Surgery Surgical Care Freestanding Outpatient Surgery Respiratory Medical Intensive Care Emergency Trauma Services Medical and Radiation Oncology Neonatal Intensive Care Maternity 1985 to 1987 - California State University / Sacramento, and American River College • Instructor: Introduction to of Basic Marketing and Management courses January 1980 to May 1987 -- Cardinal Health (Formerly Baxter, and American Hospital Supply) • Marketing Systems Consultant, Regional Manager, Western Region, 1981-85 Provided consultative services relative productivity, staffing, logistics, to selected Western Region Corporate partners. 18 person Sales Force • Sales Representative, Seattle Washington 1980-81 Account Executive responsible for a $1 million territory selling medical -surgical supplies. (40 hospital accounts.) MISCELLANEOUS • Emphasis on lifelong learning- achieved undergraduate history degree at CSUS 2018 • American Society for Healthcare Executives- Fellowship Status • Facilitator: Quality Improvement Program • Certified Financial Planner I • Certifications: California Community College Teaching Credential, C -Best Certification • Married, 3 grown children, 2 grandchildren District 3 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Jan 18, 2019 Profile Prefix BEVERLY First Name Email Address Middle Initial FLETCHER Last Name Street Address Suite or Apt LODI CA City State Horne: Primary Phone Home: Alternate Phone 36768E Suffix Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible self Employer Bookkeeper_ Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Resume.docx Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 44 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? 17 No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * 17 No 17 N/A RF\/PRI V PI FTrI--IPP RF7RRR11 Pana 1 of Z Interests & Experiences Professional information: (education, previous volunteer service, etc.) Attended Humphrey's Business College after graduation from Manteca High School. Member of Lodi Boys and Girls Club Board of Director, bookkeeper for Lodi and Stockton Boys and Girls clubs President of Young Ladies Grand Institute (Catholic women's charitable organization) Upload a Resume Ethnicity fJ Other Gender 17 Female Dale of Birth wish to serve on this board because: To serve the citizens of Lodi. THE LINK to District would not load. I live on Orange Avenue between Oak and Walnut Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. 17 I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) iJ I Agree Question applies to multiple boards Are you registered to vote in Lodi? c7 Yes r No RP\/PRI V PI PTrI-IPP gA7FRRfl Pada 9 of Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. I 1 Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * 11 District 1 RF\/FRI Y FI PTCI -IFP 2F7AS2Rf Pana 2 of 2 BEVERLY FLETCHER BOOKKEEPER OBJECTIVE To serve the citizens of Lodi as a member of the Measure L oversite committee SKILLS & ABILITIES Full charge bookkeeper, prepare and present financial statements. VITALS 777 S Ham Lane, Ste D, Lodi, CA 1 1, EXPERIENCE BAF BOOKKEEPING SERVICES NOVEMBER 1992 - CURRENT Small business bookkeeper and payroll processing HOLZ RUBBER COMPANY 1974 - 1992 Accounts Receivable, Accounts Payable, Human Resources, Office Manager EDUCATION HUMPHREY'S BUSINESS COLLEGE LEADERSHIP President, Young Ladies Grand Institute, 2nd term. Past Member of the Board of Directors, Lodi Boys and Girls Club, Past President, Lodi Boys and Girls Club REFERENCES REFERENCE NAME, COMPANY ALBERT PAULA, PARKWEST FINANCIAL & INS SOLUTIONS ■1■�■■■■� Richard L McCurry, CPA ■ Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Jan 31, 2019 Profile Mrs. Susan Prefix First Name Email Address M _ Heberle Middle Initial Last Name Street Address Suite or Apt Lodi_ CA City State Home: Primary Home: Alternate Phone Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Retired, former employer Lodi Unified School District E,T,pleyet._.. Science Teacher Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Resume _Susan Marie Heberiec 2O19.docx Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? not speicifcally, please see resume Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license?* 17 No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * iJ No KArc Cr rcan M I-laharla Pana 1 of 2 Interests & Experiences Professional information: (education, previous volunteer service, etc.) Attended Lodi Schools (K-8): Erma. B. Reese, Woodbridge, Lodi High School, graduated 1970 San Joaquin Delta College, AA General Education, 1972 California State University, Sacramento, BA,1976, Major Biological Sciences, Minor Chemistry University of the Pacific, Teaching Credential Volunteer experiences: While I have volunteered in many capacities in a variety of settings, my primary volunteer work has been: Coaching Summer League Swim team for Lodi Parks and Recreation, 12 years, Girl Scout Leader 12 years, Science Olympiad coach for elementary, middle, and high school competitions (25 years), Science Olympiad Event Manager San Joaquin County & Norcal State competitions U.S. Department of Energy Science Bowl Coach (13 years) Resume Sgsjn_Marie Heberie 2019,docx Upload a Resume Ethnicity 17 Caucasian/Non-Hispanic Gender 1-J Female Date of Birth I wish to serve on this board because: am applying for a position on Lodi's Measure L Oversight Committee because I care about Lodi and its future. I want to be a volunteer to assist Lodi in a capacity that would help the city. I have children and grandchildren who live in the city and have been a continuous volunteer all of my adult life. The future of our city is critical for the well being of all of its citizens from the young to the elderly. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. 17 I Agree Mrc Ci !can FA I-laharla Pana 9 of 4 Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree Question applies to multiple boards Are you registered to vote in Lodi? t: Yes r No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. 1•J I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * I•J District 3 FArc Ci scan KA I-laharlk Dana Q of Q Susan Marie Heberle Objective: To become a member of the Measure L oversight committee Background: Resident of Lodi for 64 years Attended Lodi Schools (K-8): Erma. B. Reese, Woodbridge, Lodi High School, graduated 1970 San Joaquin Delta College, AA General Education, 1972 California State University, Sacramento, BA,1976, Major Biological Sciences, Minor Chemistry University of the Pacific, Teaching Credential Married 40 + years 4 Children, 7 grandchildren Employment: LUSD, teacher 31 years Retired 9 years Experience Related to Serving on Measure L Committee: Past member of LUSD Budget Advisory Committee LUSD Facilities Committee Tokay High School Science Department Chair (purchase order and budgetary responsibilities) Volunteer experiences: While I have volunteered in many capacities in a variety of settings, my primary volunteer work has been: Coaching Summer League Swim team for Lodi Parks and Recreation, 12 years, Girl Scout Leader 12 years, Science Olympiad coach for elementary, middle, and high school competitions (25 years), Science Olympiad Event Manager San Joaquin County & Norcal State competitions U.S. Department of Energy Science Bowl Coach (13 years) Recognitions: New Educator Award, Lodi Unified Tokay High Teacher of the Year California State Assembly 10th District Woman of the Year, 2009 Science Olympiad Hall of Fame Delta Kappa Gamma Local and Regional Volunteer of the Year U.S. Department of Energy National Qualifying Science Bowl Coach Personal Attributes: Strong work ethic Responsible Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 08, 2019 Profile donald Prefix First Name 11' -J - Email Address Middle Initial Massengill Last Name Street Address Suite or Apt Sulfix lodi _ CA City State Postal Cod- e Home 5- Mobile_ Primary Phone - Alternate Phone Which Boards would you like to apply for? Lodi Senior Citizens Commission: Eligible Measure L Citizens' Oversight Committee: Eligible Employer Jo- b Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Dons resume 09-11-2017.docx _ Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? n/a Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license?* 17 No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) n/a rinnalrl Maccanr+ill Pana, 1 of Q Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * 1'J No fJ N/A Interests & Experiences Professional information: (education, previous volunteer service, etc.) as a child I was never one to be normal, I always hung around adults learning things about the small town I grew up in Massachusetts. by the time I was a young adult I was into everything to do with police, fire and dept. of public works, sewer, and water dept. I was a volunteer fire fighter 35yrs ago worked with highway dept. plowing snow and helping out at the town dump in my early twenty's I took a police citizens police academy and learned to be a police dispatcher worked on several volunteer groups know that I am in LODI in which my wife and I moved hear in 2003 I have helped on several non profits and got roped into helping with the homeless commission with officer Ryan Holtz I called him for a problem I was having at Walmart and we got that one solved and then he said I have a problem you can help me with and ui said what is that you can join the homeless commission and that is how Office Ryan Holtz roped me into the homeless commission .. since that day I have served as the point in time chairman and the count this year was hire than anticipated we are going to a recount again in July which I am running and I am already working on another project that will have an affect on the homeless still putting the project together for presentation to the homeless commission. certifications.pdf Upload a Resume Ethnicity 17 Other Gender 1-J Male Date of Binh I wish to serve on this board because: i belive that i might have a little better insight than just a financial side of things and might be able to recommend things that other committie members would not think of or belive is quite right all the time through my security background i have a little investigation background, Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. rinnalyd NAaccanrtill Parip 9 of Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. W I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) i7 I Agree Question applies to multiple boards Are you registered to vote in Lodi? r• Yes r No Question applies to multiple boards Are you registered to vote in San Joaquin County? r•- Yes r No Question applies to multiple boards Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement. W I Agree Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. W I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * i'J District 5 rinnalrl NAaccanrrill PanP Q of Q Donald Massengill • • Objective To us all the skills that I have learned in the security industry and the environmental industry as a 40 hr hazwoper and have many special certificate's in both industries Education • American public university ( Certificate) 2009 • Business management / emergency management ■ Hazardous Material, Experience 08/16 to 09/17 World private Security Area supervisor Lodi, Ca Contract Mangement: Working with the client to make the site safe and customer service, as the first priority, Negotiating all the updates to the contracts and updating all the post orders, Budget Control: Making sure that all the hours in one week for the site we had no overtime and scheduling personnel, and training all personnel on the site, Fleet Maint: Working with the contracting garage, for any repairs and maint on the cars and all the upkeep of the vehicles, to provide service to the contracted services. Payroll: Making sure that all the time sheets got to the main office in time for biweekly payroll. 10/15 to 05/16 Armed security officer Special tactics and response Using a mobile app to log entry's into mobile device for writing a daily report and incident reports For the client to read and the office and maint reports, also. Patrol the shopping center every two hours either by foot of vehicle respond to calls to any store per request. Assist in house loss prevention staff with arrest and search and seizure issue Ca penal code 602. Civil trespass order. Ca penal code 374 illegal dumping following some investigation woes trash it was report it to city's code enforcement and do further follow up Monitoring truck deliveries at night for their safety and the stores as the doors were open while delivering Working with local, county and highway patrol and local fire and ems when needed Checking cars and trucks for illegal registration and illegal parking after the mall has closed. Dec 14 to 5/15 Lead supervisor Condor security of America Scheduling: all personnel for all shifts, training: training all personnel problem solving when needed and working with the client with customer service 9/2006 to present State of California (Cal Expo) Security operations center / security officer Maintaining security records, dispatch officers to different parts of the fair grounds for a issue. Dispatch receives a call monitors the area with the CCTV system and dispatches security officer and cal expo police to areas where things are starting to look like there is a problem starting to happen assist fire and ems when they come onto fair grounds property, assist in emergency situations, monitor the lower police Dept. With CCTV integration room and both female and male cells and booking room and prepare video for prosecution. 2 Security officer Access Control at all the gates and buildings on the fair grounds. Patrol inside and outside the fairgrounds every two hours. Responding to emergency situations, and conducting investigations when a breach of security has been committed. Responding to calls for customer service and assisting police Dept. when needed. [This is the place for a brief summary of your key responsibilities and most stellar accomplishments.] Awards & Acknowledgements • [Don't be shy — list the acknowledgments you received for a job well done.] 3 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 04, 2019 Profile Shaun Pretlx — First Name Email Address Street Address P Piazza Middle Initial Last Name Suite or Apt Lodi CA City State Home: Home: Primary Phone Alternate Phone Pvstai•Cude Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Eagle Construction Employer Partner Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee MeasureLKP _s EditPDF.pdf Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 0 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license?* 17, No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * 17 No Char rn P Pia -77a Darla, 1 of Interests & Experiences Professional information: (education, previous volunteer service, etc.) Please see resume MeasureLICP s EditPDF.odf Upload a Resume Ethnicity iJ Caucasian/Non-Hispanic Gender I"J Male MINIM Dahl uIR lh wish to serve on this board because: I believe the resources this measure has provided need to be prudently applied for the betterment of all of Lodi. I look forward to working with others to assure our tax dollars are wisely and transparently spent and hope those in charge are looking down the road as opposed to immediate, non impactful expenditures. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. 17 I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree Question applies to multiple boards Are you registered to vote in Lodi? Yes r No Chal to P Pia77a Darla 9 of Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. 17 I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * 17 District 3 `;hai in ID PIa77a DarioQnfQ To Whom It May Concern, As a life time resident of Lodi's 3rd District I believe I will make an excellent member of the Measure L Oversight Committee . I have been a passionate supporter of Lodi and a contributing member of our community. Although I generally prefer to be in the back ground, I truly appreciate and admire those people who step up and use their time for the betterment of the community. Budgets and successful allocation of resources have been a necessary part of my business and home life for the last 25 years. I believe Measure L, although just a stop gap for what is in front of us, is very important to Lodi and it's future economic health. I want to contribute my time to the successful oversight of this measure. While growing up in Lodi, I worked for Baumbach and Piazza Civil Engineering for many years. After obtaining a degree in Economics from UCLA, I returned to Lodi and eventually became a partner in Eagle Construction. My business partner and I made the decision years ago to keep our sales tax dollars in Lodi, therefore, even though our primary office is located in Stockton we stock our construction warehouse through Lowe's of Lodi. We are one of Lowe's of Lodi's major clients and at times have been their largest purchaser of goods . In 2012 we received Lodi's Community Improvement Award for our efforts in revitalizing a challenging Lodi property. Our investment dollars stay in Lodi where we have purchased and revitalized several other properties. My experience running several ongoing companies has provided me an extensive background in accounting, accounting reports and understanding numbers as they relate to business and property improvements. I recently a certificate from the USC Leonard Davis School of Gerontology in Executive Certified Home Modification. The program was an intense look at identifying and utilizing resources to maximize an elderly or disabled persons residence. Recently I was blessed with the opportunity to participate in the formation and opening of the new adult development and community center, The Village, in downtown Lodi. Acting as a board member, I've had the opportunity to witness, first hand, the amazing results of a community putting their hearts, minds, money and soul into a program. In summary, I believe my intentional commitment to Lodi, my background in Lodi's infrastructure and running successful businesses provides me with the tools needed to successfully navigate within the oversight committee. Sincerely, Shaun Piazza District 4 (No Applications Received) District 5 (No Applications Received) BLUE SHEET ITEM H-2 Measure L Citizens' Oversight Committee Application Packet Applications were verified for: 1) registration in the City of Lodi 2) confirmation of Council District The application period was open from January 16 through February 8, 2019. At the February 20 Council meeting, the application period was extended to March 1. Council Member selection is scheduled for the March 6 Council meeting. The applications received are summarized as follows: Total Eligible Applications Received 15 District 1 5 District 2 2 District 3 6 District 4 0 District 5 2 Applicants with CPA or Equivalent Background D'stect 1 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Jan 16, 2019 Profile Prefix Melinda First Name Email Address C Brown _ Middle Initial Last Name Street Adclrass Suite or Lodi CA City State Home: Mobile: Altei nate Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Retired Employe, Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Cf estion tlp ties to Measure i_ Citeons' Oversight Committee Melinda BrQwrz _Resume Measure. L.doc Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 20 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? * rJ No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * 17 No �Ag,linrila r Rrrnnin Pang, 1 of Q Interests & Experiences Professional information: (education, previous volunteer service, etc.) I'm retired from a 33 year career at the Sacramento Municipal Utility District (SMUD). As you will see on my resume, I was involved in some of SMUD's biggest projects over the years, mainly in a budget and schedule role. I have an AA degree from Cosumnes River College. My husband and I volunteer extensively with our church, Grace Point in Lodi. Mcriindf Bripwn Resuni - Measure L.doc Upload a Resume Ethnicity f7 Caucasian/Non-Hispanic Gender IJ Female Dale of Birth wish to serve on this board because: I enjoy living in Lodi. I voted for measure L and wanted to serve my community and be a part of working towards the goals and improvements that I believe the measure L funds are to support. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. 17 I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) fJ I Agree FAAlinria r Rrn nrn Pana 7 of 4 Question applies to multiple boards Are you registered to vote in Lodi? r.: Yes 0 No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerklaaPDFimages/District%20Map.pdf) - will be verified by staff. * I District 1 AAAlinrla C Rrn►nin Pan= 4 of '2 Melinda Brown t Introduction: I have been a resident of Lodi for the past 13+ years and very much enjoy living here. It's my desire to serve our community and to see it continue to prosper and thrive. I supported Measure L with my ballot vote and wanted to be involved in seeing the funds allocated in a way that benefits Lodi, even if just in a small way as being part of the oversight committee. The majority of my budget experience comes from my career at the Sacramento Municipal Utility District as described below. Thank you for considering me for this committee. Job History: Post -Retirement Lodi Memorial Hospital Dedicated Financial Services October 2015 — October 2016 January 5, 2015 — July 2015 Pre -Retirement Sacramento Municipal Utility District (SMUD) July1980 - July 2013 (Retired) Summary of Experience: Lodi Memorial Hospital 10/15 —10/16 Billing Clerk — Durable Medical Equipment Dept. • Helped bring in new billing/inventory software system • Created billing invoices for customers/patients • Transferred patient data from old software system to new system • Wrote procedures and lead training for new system Dedicated Financial Services 1/5/15 — July 2015 Administrative Asst. - 20 hours per week • Process investment and Medicare forms and applications using various software programs. • Handle documents and customer information as per Broker/Dealer compliance procedures and confidentiality standards. • Update client data in various systems. • Answer phones, update calendar, filing. SMUD 10/08 — 7/13 Smart Meters Project & Smart Grid Projects Project Coordinator (Business Planning Analyst) The Smart Meter project had a budget of approx.. $22 Million The Smart Grid project was a grant from the DOE with strict reporting requirements • Develop and maintain project schedule with input from Smart Meter team leads. Monitor task deadlines and report progress to SMUD management as well as provide reports for DOE reporting. • Develop and monitor project budget and project expenditures on a monthly basis, adjust forecasts and report progress and variances to SMUD management as well as provide reports for DOE reporting. • Developed project metrics and reporting methods for SMUD management as well as DOE reporting. • Manage multiple reporting deadlines to support communication of project progress to SMUD management as well as DOE reporting. • Monitor project contract expenditures and review contracts for pertinent payment milestones. Review invoicing for project. • Utilized Microsoft Excel, Word, Project and Outlook on a daily basis at a proficient to advanced level. SMUD 5/06 — 10/08 Rancho Seco — Plant Decommissioning Cost Scheduler • Input updates and add new data into Primavera project scheduling software • Produce project schedules in various formats and modify schedules as requirements change. • Produce monthly budget analysis reports using SAP and Primavera. • Prepare and submit monthly accruals. SMUD 1/99 — 5/06 Rancho Seco — Plant Decommissioning Sr. Administrative Supervisor • Provide administrative support to Project Manager, Spent Fuel Storage and Project Controls Supervisor. • Maintain data for and produce Decommissioning Trust Fund forecasts. ($523 Mil.) • Assist with the annual Decommissioning budget and cost estimate process. • Locate, assemble and interpret project records in support of a successful $40 million lawsuit to recover Spent Fuel Project costs. SMUD 7/90 — 1/99 Headquarters — Human Resources Dept. Sr. Administrative Supervisor • Perform supervisory duties including the direction of work, performance reviews, coaching, motivating and training. • Manage the day-to-day activities of the administrative support unit. • Assist SMUD employees from all levels of the organization with various HR questions. • Handle sensitive information on a daily basis. • Familiarization with employee benefit programs, HR record keeping systems, civil service rules and SMUD policies and procedures. SMUD 7/80 — 7/90 Headquarters — Various Depts. Various Clerical Classifications (Utility Typist Clerk; Sr. Utility Clerk; Human Resources Technician) Many and various typical clerical duties including answering phones, typing, filing and communicating with SMUD customers as well as SMUD employees. Education: AA Degree — 1978 from Cosumnes River College - General Education. Have consistently taken training classes that support my development in areas such as: Supervisory, Customer Service, Problem Solving/Decision Making, Effective Influence Techniques and Creating Effective Teams. Completed various on-line courses such as Effective Inter -functional Relationships and a series titled Leadership Skills for Women. Completed various courses to learn about specific software programs such as Excel and project scheduling software. Skills: Self -motivated, able to work independently or in team environment, detail oriented, proficient in Microsoft Excel, Word and Project as well as Microsoft Outlook. Familiar with customer service techniques. References: Erik Krause - Sr. Project Manager, SMUD (Former Supervisor) - Lupe Jimenez - Sr. Project Manager, SMUD (Former Supervisor) Mil Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 08, 2019 Profile Pi elix Michael Fiist Name Email Address J Collins Middle Initial Last Name Street Address Suite or Apl Lodi CA CPO Stale Home: Home: Alternate Phone Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Collins Family Funeral Home, Inc. Owner employer Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Michael s_Resume.pf Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 0 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? * lw No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * (,7 N/A Mit-hard 1 rnIlinc Pant 1 of Z Interests & Experiences Professional information: (education, previous volunteer service, etc.) Please see attached resume Michae( s Resume.acitt Upload a Resume Ethnicity iJ Caucasian/Non-Hispanic Gender W Male Date of Birth wish to serve on this board because: I have lived in Lodi for almost 20 years, in that time I have always been actively supportive of our local police and fire depts. through my businesses. I am interested in serving on the oversight committee as I went "door to door" and contacted a lot of people to garner support for measure I, and am now interested in learning exactly how the funds will be used. I attended several meetings with the city manager and heard his plan so I am aware of the planned designation for the funds. I also think citizen oversight is important to help retain future support for this measure. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. w I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) W I Agree Pananfi Question applies to multiple boards Are you registered to vote in Lodi? r Yes r3 No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. I'I I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * IJJ District 1 FtAie+h7cl 1 rnllinc Pana of '� Michael Collins -� •1•il Emile Summary am interested in serving on the Measure L Citizen Oversight Committee. I believe that my 30 plus years of business experience combined with my people skills and common sense approach to problem solving will make me an asset to the committee, Employment History Collins Family Funeral Home, Inc (formerly Gierhart, Wells & Donahue) Owner As the owner of this business I am responsible for all aspects of running and staffing control and expense management. Lodi Funeral Home, Inc. Manager As the manager of Lodi Funeral Home I was responsible for aspects of operating this management, daily operations, staffing, hiring, acquisitions and sales. Service Corporation International (SCI) Area Manager As area manager I was responsible for the daily operations of 11 mortuaries, 4 cemeteries, two crematories, and 2 flower shops, and roughly 250 employees. I was also responsible for multimillion dollar sales and regional budgets. January 2017 - Present the operation, as well as budgetary Lodi, California January 1999 - December 2016 business including budgetary January 1996 -January 1999 FedEx Corporation January 1981 - December 1996 Regional Manager- Key Accounts began my career at Federal Express in the Sacramento Call center as an agent. I worked my way up through executive services, regional operations, operations management and area management before becoming the manager of regional key account services. My area was large, stretching from Kansas City to Honolulu! My group was responsible for support to all of Fedex's Key Accounts in the Western Region. I had a 1.5 Billion dollar revenue responsibility and managed a team of 25 highly trained specialists that supported the top 3% of all revenue producing customers in our region. These are FedEx's largest accounts. I had authority to implement policy affecting operations in every area of the company and reported directly to the company chairman. I managed budgets that were several hundred million dollars in size and insured our customers were met with best possible service and support from our company on a global level. After leaving Fedex to go to SCI, FedEx retained me for an additional five years as a consultant to and with their Key Accts, Hobbies & Interests I collect classic cars. Mostly professional vehicles from the fifties and sixties and enjoy taking them to car shows. I also enjoy travel and cooking. Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Jan 19, 2019 Profile PI nils Email Address Gray First Name Middle Initial Drohan Last Name Slreei Address Suite or Apt Lodi CA City Slate Mobile �� Home: Primary 4 -nu. Altenune Phone Su. Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible QpenGate Capital Management, LLCVice President, Operations Employer Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. uestion applies to Measure L Citizens' Ove sight Committee prohan resume January 2019.pdf Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 35 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? * Pr. No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * CJ No r=row rlrnhan Pana 1 of Interests & Experiences Professional information: (education, previous volunteer service, etc.) would like to emphasize that, while I let my CPA license expire many years ago, my Accounting and Finance training and experience has been a critical attribute and differentiator for me in the corporate technology work that I have since focused upon. Whether internal or external, my "customers" have always been the CFOs, VPs of Finance and Controllers. I am delivering or maintaining the core financial systems (and can only do so with an understanding of the underlying logic) and managing projects that are estimated, budgeted and measured. Upload a Resume Ethnicity p Caucasian/Non-Hispanic Gender F7, Male Date o1 Biith I wish to serve on this board because: I see this in many ways as being an extremely unique opportunity. The body is unique. The objective is unique. And I expect there to be unique challenges in developing a vehicle for transparency to an often - skeptical citizenry. But these are the kind of challenges that excite me. It can be done. And my belief in that has me enthusiastically applying to be a member of this committee. I have also been looking for a way to get more deeply involved in the Lodi community. I came here about 7 years ago, expecting to stay only a few weeks. But in those few weeks I met so many great people that became my friends so honestly, that I couldn't go. I love this place, I chose to stay, and I expect to be here for many years to come. It would be a privilege to lend the extent of my capabilities to this committee, the City Council and the City of Lodi. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. IJ I Agree r_r7ti rlrnhon Porta '7 of'2 Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 1.7 I Agree Question applies to multiple boards Are you registered to vote in Lodi? t: Yes r No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. CJ 1 Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * 17 District 1 C,rav flrnhan Parra Q of 2 GRAY DROHAN Experienced Business and Information Technology Leader Owns over 25 years of success in information technology and business management roles, addressing business needs and requirements in all functional domains with strategic vision and tactical action. A broadly -experienced and accomplished senior Technology and Business leader with complementary education and experience in Accounting and Finance. Former CPA, CFO and CIO. Blends entrepreneurial instincts, personnel leadership skills, depth of knowledge of business operations and industry trends, information technology, and internal and external customer relationship management to aggressively direct the accomplishment of business strategy. Leverages a mixed career of both corporate and professional services roles to ramp -up quickly in new industries, locales and roles, and able to bring industry and process "best practices" into use. An energetic, up-to-date and "hands -on" -capable leader whose enthusiasm motivates the high-performance teams that he builds, organizes and mentors. A true team player, who develops trust and strong working relationships through integrity and credibility, encourages collaboration, manages conflict, and communicates transparently. A visionary architect, trusted advisor and pragmatic planner, who is demanding of quality and driven to provide exemplary service to internal and external customers. Experienced in multi -site and international operations, including quickly integrating acquisitions and orienting remote and culturally -diverse staff. • Business Leadership • Empathy and Communication • Project Management • IT/Business Alignment • Team -Building and Mentorship • Accounting and Finance • Budgeting/Strategic Planning CORE COMPETENCIES • Office Productivity • Infrastructure and Operations • Enterprise Apps (ERP, CRM, etc.) • CEO/CFO/CIO Affinity • Contracts and Agreements • Cloud Computing • Virtualization PROFESSIONAL EXPERIENCE OpenGate Capital Management, LLC Los Angeles, California Vice President Lends experience and oversight to Information Technology -related functions at OpenGate's portfolio companies. Supports the firm's M&A transaction team by owning IT operational and budgetary assessment during diligence. Assists in software and vendor selection when financial and operational systems replacement are required for carve -out. • Process Improvement • Vendor Management • Creating Order from Ambiguity • Governance and Compliance • Global Delivery • Customer Experience • Sales and Marketing June 2017 to Present Gray Drohan (cont.) RSM US LLP Pleasanton, California February 2011 to November 2016 (Acquirer of Junction Solutions, Inc. in December, 2015) Consulting Director Successfully led multiple, concurrent Dynamics AX ERP implementation projects across multiple industries (including bio -technology, retail, agriculture and food distribution) for a large, enterprise software consultancy. Developed, monitored and presented key progress metrics. Mentored and developed functional and technical team members. Enhanced and expanded client relationships as a trusted technology advisor and project manager. Successfully led West Region college recruiting efforts, filling all available positions with talent that is now fully billable. Acted as a prime contributor to company pre -sales and implementation methodology, drafting most of the language now present in standard Statement of Work templates and developing an approach for client -led security configuration planning. Menlo Technologies (On Contract) Redwood City, California 2010 to 2011 Vice President, Technology Services Provided consultative support to the management of an established Microsoft Gold Certified channel partner specializing in online e-mail, collaboration and conferencing services migrations and implementations. Assisted in various Pre -Sales Engineering, Sales, Marketing, and implementation efforts. Simpson Strong -Tie Company, Inc. Pleasanton, California 2003 to 2009 ClO/Director, Information Technology Systems and Services As the Information Technology leader in a nearly $1,000,000,000, publicly -traded, multi -national manufacturing and distribution company, directed both the strategy and 24x7 operations of a global IT organization serving nearly 3,000 employees across 40+ sites in 11 countries. Provided the vision necessary to design and deliver highly valued applications and technology solutions aligned with current business while in support of strategic initiatives. Smoothly supported the fast, global growth of the company (from 25 to 46 sites, with 13 of 21 new sites located overseas) with well -reasoned and deliberate enhancements to IT staff levels and expertise. Reported directly to the CEO and participated as a member of the senior management team. In addition: o Constructed an organization and designed processes providing superior levels of service on budgets of less than 1% of Revenue. o Designed and constructed a "private cloud" -based business systems delivery infrastructure that saved the company more than $1,000,000 per year. o Led the process to select and then implement the company's next generation comprehensive business (ERP) system, Microsoft's Dynamics AX. Acted as the primary liaison with software and consulting vendors. Fulfilled Project Management roles in engaging internal users and Subject Matter Experts to contribute to requirements definition and developed change management processes to assure of Sarbanes-Oxley compliance. Directed the development of several unique and beneficial system management and administration tools. o Initiated and drove the development of a suite of customer -facing applications providing "game- changing" credibility to key technical products being marketed. Recognized by both Sales and our competitors. o Introduced a new recruiting approach in North America and built highly professional and effective teams in Europe and China, as well. o Actively planned and coordinated the systems integrations of several acquired companies. Page 12 Akamai Technologies, Inc. San Mateo, California Director, Operations — Streaming Network and Applications Designed and directed the construction, modification and maintenance of the web site hosting one of the world's most scalable interactive corporate communication, collaboration and web -casting applications, Akamai's Forum live and on -demand application service for streaming audio, video and slide presentations. Delivered an extremely high quality user experience in a very unforgiving, real-time environment. Also: Gray Drohan (cont.) 2000 to 2002 o Cost-effectively managed Akamai's significant multi -site satellite downlink and encoding service operations in their entirety. Reliably managed to Service Level Agreements for such high-profile streamed programs as "The Rush Limbaugh Show," and specialty sporting events from around the world. o Built highly effective site operations and customer care/help desk teams and kept morale high during challenging times. Responsibly laid off many when conditions required. o Developed the idea and led the overnight effort that produced the prototype for the "Forum -in -a -Box" enterprise communications software product. As a result, product management duties were added on top of those from the existing Operations role. Network24 Communications, Inc. Cupertino, California 1999 to 2000 Director, Operations and IT Directed the growth in both production and internal systems of a 40 -person Internet start-up that was acquired by Akamai Technologies. A partial list of successes is as follows: o Personally implemented "from scratch" business -critical systems, like Microsoft Exchange, for e-mail and remote access capabilities benefitting users on the road. o Designed and built out the first datacenter, including hardware and software load balancing, redundant web and streaming servers, physically and logically redundant networking, and state-of-the-art Windows Media encoding facilities. o Installed and supported bug -tracking, load -testing applications and utilized the results to tune systems and provide scalability metrics to Product Management. Panurgy(formerly Servinet Consulting) San Francisco, California VP/Director of Integration Services Hampton Court Holdings, Inc. San Francisco, California Chief Financial Officer and Director of Information Technology Arthur Andersen & Co. Seattle, Washington Audit Manager — focusing on forensic accounting EDUCATION Bachelor of Arts in Business Administration, Accounting Concentration University of Washington, Seattle, Washington 1992 to 1999 1989 to 1992 1983 to 1989 CIO Institute Invited to and attended the inaugural symposium at the Center for Executive Development Haas School of Business, University of California Page 13 Gray Drohan (cont.) CERTIFICATIONS Certified Public Accountant, State of Washington (former) Microsoft Certified Systems Engineer (former) Microsoft Certified Business Management Solutions Specialist: Microsoft DynamicsTM CRM 4.0 Customization and Configuration Achieved a 99th percentile score on the Watson -Glaser Critical Thinking Assessment, October 2010 Page 14 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Mar 01, 2019 Profile Jeremy First Wine Email Address Slreet Address City Home Mobile: Primary Phone Alternate M McEntire Middle Initial Last Name Suffix Suite of Apt CA ..stage Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible California Highway Patrol Peace Officer Employe' Job Tula Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Jerejity_MeErtUr.g.pdf Upload a Resume Ouesllon applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 0 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license?* 17 No 1arpmv M Mr'Pntira Pana 1 of '� Interests & Experiences Professional information: (education, previous volunteer service, etc.) See resume Upload a Resume Ethnicity Caucasian/Non-Hispanic Gender R Male Nit= of Binh I wish to serve on this board because: I have been a homeowner and resident of Lodi for the last 10 years and would love to do my part to help maintain and improve our city for the benefit of its residents. As a father with young children in the Lodi Unified School District, I am highly invested in Lodi's future and would enjoy the opportunity to be a part of this committee. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. R 1 Agree Question applies to Moesure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) I7 I Agree Question applies to multiple boards Are you registered to vote in Lodi? r• Yes r No laramv AA AArFnt'ira Doric7i-f Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. IJ 1 Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside In the following Council District (view map: http://www.lodi.gov/clerk/aaPDFImages/District%20Map.pdf) - will be verified by staff. * p District 1 laramv M MrIntirra Dano 4 of 2 Lincoln High School Stockton, CA San Joaquin Delta College Stockton, California Arent M. McEntire 1111111 Ent1CATION WORK EXPERIENCE Graduated 1995 09/01/1995 to 02/01/2001 64 Units Completed CALIFORNIA HIGHWAY PATROL PEACE OFFICER 02/2001 TO CURRENT Since 2001, I have served in the Central Los Angeles Area and Stockton Area as a field officer. I most recently served 9 and a half years as an Instructor at the CHP Academy in West Sacramento and I am currently assigned to CHP Headquarters in Sacramento. INTERESTS AND EXPERIENCES My wife and I are current members of the Lodi Community Band which performs free concerts in the Lodi area. My family enjoys paddle boarding and canoeing at Lodi Lake and we have volunteered for cleanup days at the lake. My family volunteered for Plant Lodi and enjoyed volunteering to help plant new trees at DeBenedetti park. My wife and 1 moved to Lodi in 2009 and have children currently enrolled in the Lodi Unified School District. - I - Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 05, 2019 Profile Gary L Woehl Pi eUs First Name Middle Initial Last Name Email Address Street Address Suite or Apl Lodi CA City State Home: Mobile: Primal Phone Alto nate Phone Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Gary L. Woehl, CPA CPA / Self -Employed/ Retired_ Employer Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Woehljej.tnie pcif Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 42 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license?* 17 Yes Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) 54632E Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license?* 17 N/A r'_nr%, 1 IA/nchl Pana 1 of Interests & Experiences Professional information: (education, previous volunteer service, etc.) Lodi Union High School - June, 1970 University of the Pacific - Bachelor of Arts, Major in Accounting, May, 1975 CPA License - November 17, 1989, License #54632E WoehI rest me.l)df Upload a Resume Ethnicity iJ Caucasian/Non-Hispanic Gender w Male Date of Birth I wish to serve on this board because: It is vital for the citizens of Lodi to have accountability and transparency from the City of Lodi and City Council as to the Measure L proceeds. I feel that I have a civic duty to see where the Measure L proceeds are being spent and that they are used as intended. The citizens of Lodi were promised that the funds would be used for public safety (police and fire) and infrastructure projects in Lodi. I want to serve on the board to encourage fiscal responsibility by the City Council and increase community awareness of the Measure L activity. Also, I want to utilize my CPA / accounting experience to ensure Measure L compliance. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. rJ I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree 1-•...... 1 \Ah -,,I -.l Dario 9 of 2 Question applies to multiple boards Are you registered to vote in Lodi? 6; Yes G No Question applies to multiple boards Public Record understand that, once filed, my application is copied to the City Council and becomes a public record. pi I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside In the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * District 1 rani 1 %A/nahl Panaof PROFESSIONAL QUALIFICATIONS OF GARY L. WOEHL EDUCATIONAL BACKGROUND AND CREDENTIALS: Lodi Union High School - June, 1970 Bachelor of Arts, Major in Accounting, University of the Pacific, Stockton, California - May, 1975 Licensed as a Certified Public Accountant, November 17, 1989, State of California, License Number 54632E PUBLIC ACCOUNTING SERVICES: My professional background includes forty-two (42) years of experience in public and private accounting. I have considerable experience in tax and have gained valuable accounting and auditing experience in my professional career. I had been a sole practitioner from June 1, 1995 to October 31, 2017. I retired from public accounting on November 1, 2017. December, 1975 - December, 1980: Snell, Moretto, Riesenbeck, Crane & Rich, CPA's January, 1981 - December, 1982: Hood & Strong, CPA's (San Francisco, CA) January, 1983 - July, 1989: Rue, Hutchison, DeGregori, Gormsen, McCurry & Ringer, CPA's August, 1989 - May, 1995: Iacopi, Lenz & Company, CPA's June, 1995 - October, 2017: Gary L. Woehl, CPA (Stockton, CA) PROFESSIONAL AFFILIATIONS: I am currently a member of the following professional organizations: American Institute of Certified Public Accountants California Society of Certified Public Accountants I was a member of the Peer Review Program. PROFESSIONAL SERVICES OFFERED: Tax planning and preparation - individuals, partnerships, corporations, estates, trusts and non- profit organizations Accounting and auditing services — all phases except governmental accounting Business consulting and financial planning (Updated - November 1, 2017) GARY L. WOEHL CERTIFIED PUBLIC ACCOUNTANT TAX PLANNING AND PREPARATION SERVICES Diversified services provided for individuals, partnerships, corporations, estates, and trusts including in-house computerized tax return preparation, tax projections, and tax planning. I have experience in the representation of clients before the IRS and FTB in the areas of tax audits and collections. ACCOUNTING AND AUDITING SERVICES Preparation of compilation, reviewed, and audited financial statements. General ledger accounting services including monthly, quarterly, and annual preparation. In-house computer system and custom financial statement preparation. Bookkeeping, payroll tax, and sales tax services. BUSINESS CONSULTING Review and analysis of accounting records and internal control. Business start up services provided including computer software implementation. Employee retirement plan and fringe benefit recommendations provided. Review of Buy/Sell Agreements. Business sales and acquisitions. Purchase/sale price allocations and financing recommendations. ESTATE AND GIFT TAX SERVICES Estate and gift tax planning and administration of both large and small estates including preparation of estate and rail`°: tax returns and accountings required by courts or trustees. Advice and planning for lifetime gifts for purposes of utilizing unified tax credits. FINANCIAL PLANNING Planning for future retirement needs via IRAs, 401(K), HR -10, and SEP plans. Review of business and individual insurance needs. Preparation of personal financial statements and family budgets. Financial goal planning including future education funding plans, home mortgage financing, refinancing, and will planning. District 2 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 06, 2019 Profile Pielix Spencer Fust Name MINE Frail Ackl'Bes Middle Inlllell Rhoads Last Name --NIMI• SuiTeorApl SlieelArldiess Lodi CA rnv Slate Mobile: Home: Pi'iinary Phone Alternate Phone 94566E Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible WPS.S Group., Employer Legislative,Assistant Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee SPENCEFLRI-(OADS Creative.p i Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 0 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? fFNo Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * 17 No Cnanr^ar Rhnarlc CIACARStfl Pana 1 of Interests & Experiences Professional information: (education, previous volunteer service, etc.) obtained my B.A. from California State University, Sacramento. I currently work for WPSS Group, a government consulting firm in Sacramento, where I analyze legislation and consult businesses on government operations. I volunteer for local churches as a worship team drummer, and currently am involved at First Baptist Church on Mills Avenue. I also volunteer for Take Back Lodi. PEN E AD r iv f Upload a Resume Ethnicity f7 Caucasian/Non-Hispanic Gender 17 Male Date of Both I wish to serve on this board because: My past experience working for the California State Legislature equipped me with a breadth of knowledge of the public sector, and how government budgets are developed. I have analyzed state budget appropriations and how they impact municipalities and non-governmental organizations. I want to use this knowledge and understanding to better my community, and ensure that our city can delivers on its promises of more officers and improved parks and roads. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. iJ I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree r]4.if, 4,.e• nAcanon Parip 7 of '� Question applies to multiple boards Are you registered to vote in Lodi? f.; Yes No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. rJ I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * IV District 2 Cnanrar Phnaric Qd.FFStfI pang Q rf '� N ORDS SUMM RY linkedin.com/in/spencerrhoads/ O mom Dynamic policy and budget analyst with four years of experience in the California State Capitol. Creative and proactive team player with exceptional communication skills and a strong background in customer service and community engagement. SKILLS • Customer Service • Legislative Advocacy • Website and Content Management • Social Media Marketing • Office Administration • Project Management • Policy Consulting • Adobe Creative Suite • Communications EXPERIENCE WPSS GROUP Legislative Assistant Sacramento, CA January 2017 — Present • Monitored bills, regulations and budget items, analyzed them as to their impact on client operations, and communicated to stakeholders as necessary. • Drafted and distributed communications to the California State Legislature and stakeholders, including letters of support and opposition to legislation, independent bill analyses, and proposed amendments. • Closely tracked legislation throughout the State's legislative process, and made recommendations for WPSS Group leadership and engagement. • Provided technical assistance, interacted with, and shared knowledge of grant program and contract procurement opportunities with internal staff, partner agencies and the firm's clients. • Managed partner schedules and WPSS Group's electronic records database. • Designed graphics, PowerPoint presentations, and websites for both the firm and our clients. CALIFORNIA STATE CAPITOL BUILDING Legislative Aide Sacramento, CA May 2015 — January 2017 • Provided in-depth legislative analyses and vote recommendations on bills before the Assembly Floor and Assembly Health, Privacy and Consumer Protection, and Accountability and Administrative Review committees. • Developed strong and collaborative relationships with state and federal agencies, partner organizations, coalitions, legislators and Capitol staff, and interest groups to advance shared objectives. • Drafted materials for lawmakers, the public, and the media to help advance our campaigns, including opinion editorials, press releases, letters to the editor, action campaign emails, factsheets, bill summaries and policy briefs, and presentations. • Served as community liaison to help represent the Assembly Member's office in the district and form relationships with local leaders, business owners, and constituents. • Managed constituent casework and the member's social media profiles, public e-mail accounts, and websites. OTHER EXPERIENCE Sacramento Semester Program Intern California State Assembly — Sacramento, CA January 2015 — May 2015 Server Lodi Beer Company — Lodi, CA June 2012 - September 2017 Barista Starbucks — Lodi, CA September 2011— May 2013 EDUC Bachelor of Arts (B.A.) in Government • 3.5 GPA, Cum Laude COMMUNITY California State University, Sacramento May 2015 — January 2017 Homeless Encampment Clean-up Volunteer Take Back Lodi — Lodi, CA Worship Team Drummer First Baptist Church — Lodi, CA January 2018 — Present 2006— Present Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Jan 17, 2019 Profile Mr. Terence R Spring Prefix First Name Middle Initial Last Name Ernail Address E. Sti eet Address Lodi city Mobile:_ Primary Phone Home: - Alternale Phone Suite or Apt CA State Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Hospital Administrator -Chief Retired Operating Officer NP.__,_ Employer Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Terence _Spring ,Resume for Measure J- Oyersight Qommittee.doc Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 40 years Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? * 17 Yes Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) MBA Degree (Finance) Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * 17 N/A rt A.- T rnr.nn Crwirrn Pana 1 of '� Interests & Experiences Professional information: (education, previous volunteer service, etc.) am the retired Chief Operating Officer for Dignity Health's St. Joseph's Medical Center located in Stockton California. In my position I was responsible for the operations of a $300 million plus Medical Center which employed over 3,000 people. Since retirement I have served as a volunteer for Mark Armstrong-- both in events at the Grape Festival and as a member of the "Take Back Lodi" efforts with the homeless. I have also occupied my time enrolled in History Graduate Studies at Sac State and will soon have an advanced degree. I have lived with my wife Teri in our Turner Road house for almost 30 years and have raised three children -- all whom are now grown and out of the house. I was an active coach, participating in the Lodi BOB's program coaching Baseball, Basketball, and Soccer for approximately 15 years. The experience, among other joys, allowed me to watch each of my children participate in varsity sports for Lodi High. I enjoy golfing at the Woodbridge Golf and Country Club, camping, skiing, City League Softball and other recreational activities. My professional career required a solid foundation of business acumen. I am quite comfortable reviewing P/L statements and analyzing financial documents. As Chief Operating Officer I was responsible for the annual capital budget and as a management member of the Board made numerous presentations and proposals. I have missed this element of activity in the two years I have been retired. T- n Upload a Resume Ethnicity nn I•J Caucasian/Non-Hispanic Gender 17 Male Date of Birth • L 1 wish to serve on this board because: ■ -r h m I am a retired healthcare administrator and for forty years held various executive positions within the healthcare field. When I retired (May 2017) I decided to pursue an advanced degree in History which gives me personal enjoyment. After two years I find myself missing some of the activities of my former position which also brought me personal satisfaction. I believe I would be a strong contributor on the oversight committee. I wish to serve on the Measure L Citizens Oversight Committee because I advocated a strong position endorsing its passage last November and as a 30+ year residence of Lodi would like to provide a supportive voice on behalf of the Council and City Leadership to the community at large relative the uses of the funds. As Chief Operating Officer at St. Joseph's I was responsible not only for the operations of the Medical Center but also responsible for property leases, construction projects, and capital equipment acquisition. Past historical oversight of funds has included the development a joint venture LLC entity with our Radiologist group providing outpatient imaging and MRI services, a Women's Imaging and Breast Center, and a Medical Office building. I also served as Executive Sponsor on several major construction projects ---including the 65 bed St. Dominic's Hospital in Manteca, the Sister Mary Pia Regional Cancer Center, the St. Joseph's Regional Heart Center, and the 75 bed /$80 million patient tower. I had responsibility for the IT Department and as such tracked the progress of the team which installed Dignity Health's first Electronic Medical Records system which is operational today. My role required proficiency in Quality Improvement Management techniques (Dignity Health's "Hello Human Kindness" program) and as a member of the Board of Directors I had the opportunity to make numerous Board presentations presenting and representing executive management initiatives. 11 I. T ri+r+-., I Cr•rirfri Pana '7 of 2 Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. W I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree Question applies to multiple boards Are you registered to vote in Lodi? c; Yes r No Question applies to multiple boards Public Record understand that, once filed, my application is copied to the City Council and becomes a public record. 17 I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * IJ District 2 �Ar T r.-.vIne D Crwri r,ry AAncl of Q TERENCE SPRING EDUCATION Master of Business Administration (MBA) 1979 Concentration: Finance University of Texas, Arlington, Texas Bachelor of Science, Major: Business Administration, 1978 Major: Marketing Bowling Green State University, Bowling Green, Ohio Bachelor of Arts, History 2018 California State University, Sacramento EXPERIENCE Current Status - Retired since May 2017 (Graduate Studies, History, CSUS) 1987 to 2017 -- Dignity Health, St. Joseph's Medical Center, Stockton, CA • Vice President / Chief Operating Officer Responsible for the Operations of a 365 Bed Tertiary Hospital Annual Budget $200 Million 3000 Employees (4 Unions) Specialty Services: Cardiac Surgery Emergency Trauma Services Surgical Care Medical and Radiation Oncology Freestanding Outpatient Surgery Neonatal Intensive Care Respiratory Medical Intensive Care Maternity 1985 to 1987 - California State University / Sacramento, and American River College • Instructor: Introduction to of Basic Marketing and Management courses .larivar1v 1980 to Mav 1987 - Cardinal Health (Formerly Baxter, and American Hospital Supply) • Marketing Systems Consultant, Regional Manager, Western Region, 1981-85 Provided consultative services relative productivity, staffing, logistics, to selected Western Region Corporate partners. 18 person Sales Force • Sales Representative, Seattle Washington 1980-81 Account Executive responsible for a $1 million territory selling medical -surgical supplies. (40 hospital accounts.) MISCELLANEOUS • Emphasis on lifelong learning- achieved undergraduate history degree at CSUS 2018 • American Society for Healthcare Executives- Fellowship Status • Facilitator: Quality Improvement Program • Certified Financial Planner I • Certifications: California Community College Teaching Credential, C -Best Certification • Married, 3 grown children, 2 grandchildren District 3 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Jan 18, 2019 Profile d elix BEVERLY First Name Email Address Middle Initial FLETCHER Last Name Street Address Suite or Apt LODI CA Stale Home NM Home: Alternate Phone 36768E Suifx Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible self Employer Bookkee_per, Joh Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30,150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Re$u e.t oCK Upwad a riosume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 44 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? * No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * 17 No 17 N/A RM/PRI V PI PTCI -IPP RF,7ARAf1 Pana 1 of Z Interests & Experiences Professional information: (education, previous volunteer service, etc.) Attended Humphrey's Business College after graduation from Manteca High School. Member of Lodi Boys and Girls Club Board of Director, bookkeeper for Lodi and Stockton Boys and Girls clubs President of Young Ladies Grand Institute (Catholic women's charitable organization) Upload a Resume Ethnicity iJ Other Gender 17 Female 1111 Date of Birth I wish to serve on this board because: To serve the citizens of Lodi. THE LINK to District would not Toad. I live on Orange Avenue between Oak and Walnut Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. iJ I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree Question applies to multiple boards Are you registered to vote in Lodi? r•. Yes r No nr� irnl %, 11 =1"/^1....1M 17) '?G7t^QQn Pana 7 of 2 Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. 17 I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * Fl District 1 ox/mini V CI GTP`LJCC QC.71 QQ(' Pana '2 of BEVERLY FLETCHER BOOKKEEPER OBJECTIVE To serve the citizens of Lodi as a member of the Measure L oversite committee SKILLS & ABILITIES Full charge bookkeeper, prepare and present financial statements. VITALS 777 S Ham Lane, Ste D, Lodi, CA MEM 1 i' EXPERIENCE BAF BOOKKEEPING SERVICES NOVEMBER 1992 - CURRENT Small business bookkeeper and payroll processing HOLZ RUBBER COMPANY 1974 - 1992 Accounts Receivable, Accounts Payable, Human Resources, Office Manager EDUCATION HUMPHREY'S BUSINESS COLLEGE LEADERSHIP President, Young Ladies Grand Institute, 2nd term. Past Member of the Board of Directors, Lodi Boys and Girls Club, Past President, Lodi Boys and Girls Club REFERENCES REFERENCE NAME, COMPANY ALBERT PAULA, PARKWEST FINANCIAL & INS SOLUTIONS Richard L McCurry, CPA S M Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Jan 31, 2019 Profile Mrs. Susan Pi e e< First Name =s s M Middle Initial Heberle Last Name Street Address Suile or Apt Lodi Cily Home:. Primary Phone Home: Alternate F CA State Suffix Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Retired, former employer Lodi Unified School District Employer Science Teacher Jab Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Resume Susan _Marie_He rig 22019_,(iQcx Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? not speicifcally, please see resume Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? * No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Ovetsight Committee If NO, are you currently working to obtain a CPA or related license? * fJ No rArc Cllcan AA I-halarla Pang 1 of Interests & Experiences Professional information: (education, previous volunteer service, etc.) Attended Lodi Schools (K-8): Erma. B. Reese, Woodbridge, Lodi High School, graduated 1970 San Joaquin Delta College, AA General Education, 1972 California State University, Sacramento, BA,1976, Major Biological Sciences, Minor Chemistry University of the Pacific, Teaching Credential Volunteer experiences: While I have volunteered in many capacities in a variety of settings, my primary volunteer work has been: Coaching Summer League Swim team for Lodi Parks and Recreation, 12 years, Girl Scout Leader 12 years, Science Olympiad coach for elementary, middle, and high school competitions (25 years), Science Olympiad Event Manager San Joaquin County & Norcal State competitions U.S. Department of Energy Science Bowl Coach (13 years) Resum,p $us n Marie l-leberle. 2019.dpcx Upload El Resume Ethnicity P. Caucasian/Non-Hispanic Gender p Female Date of F3ii1h I wish to serve on this board because: am applying for a position on Lodi's Measure L Oversight Committee because I care about Lodi and its future. I want to be a volunteer to assist Lodi in a capacity that would help the city. I have children and grandchildren who live in the city and have been a continuous volunteer all of my adult life. The future of our city is critical for the well being of all of its citizens from the young to the elderly. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. pr I Agree FtArc C. ,corn 11A 1-Ick/aria Patio '2 of ': Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that l will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) IJJ I Agree Question applies to multiple boards Are you registered to vote in Lodi? t: Yes r No Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. P I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * pr, District 3 Arc Ciican NA I-Iaharla Pana Q of 2 Susan Marie Heberle nil Objective: To become a member of the Measure L oversight committee Background: Resident of Lodi for 64 years Attended Lodi Schools (K-8): Erma. B. Reese, Woodbridge, Lodi High School, graduated 1970 San Joaquin Delta College, AA General Education, 1972 California State University, Sacramento, BA,1976, Major Biological Sciences, Minor Chemistry University of the Pacific, Teaching Credential Married 40 + years 4 Children, 7 grandchildren Employment: LUSD, teacher 31 years Retired 9 years Experience Related to Serving on Measure L Committee: Past member of LUSD Budget Advisory Committee LUSD Facilities Committee Tokay High School Science Department Chair (purchase order and budgetary responsibilities) Volunteer experiences: While I have volunteered in many capacities in a variety of settings, my primary volunteer work has been: Coaching Summer League Swim team for Lodi Parks and Recreation, 12 years, Girl Scout Leader 12 years, Science Olympiad coach for elementary, middle, and high school competitions (25 years), Science Olympiad Event Manager San Joaquin County & Norcal State competitions U.S. Department of Energy Science Bowl Coach (13 years) Recognitions: New Educator Award, Lodi Unified Tokay High Teacher of the Year California State Assembly 10th District Woman of the Year, 2009 Science Olympiad Hall of Fame Delta Kappa Gamma Local and Regional Volunteer of the Year U.S. Department of Energy National Qualifying Science Bowl Coach Personal Attributes: Strong work ethic Responsible Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 08, 2019 Profile Piefix donald First Name 1. - Email Address Street Address Jodi City Home Primary Phone Alternate Phone Middle Initial Mobile:MUM Massengill Lasl Name Suite or Apt CA Slate Sulflx Postal Code Which Boards would you like to apply for? Lodi Senior Citizens Commission: Eligible Measure L Citizens' Oversight Committee: Eligible Employer Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee, A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee PQns_resume 09-11-2017,docx Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? n/a Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? * R No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) n/a .-1..nnlil RA. e -c rinili Pana 1 of Q Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * 17 No 17 N/A Interests & Experiences Professional information: (education, previous volunteer service, etc.) as a child I was never one to be normal, I always hung around adults learning things about the small town I grew up in Massachusetts. by the time I was a young adult I was into everything to do with police, fire and dept. of public works, sewer, and water dept. I was a volunteer fire fighter 35yrs ago worked with highway dept. plowing snow and helping out at the town dump in my early twenty's I took a police citizens police academy and learned to be a police dispatcher worked on several volunteer groups know that I am in LODI in which my wife and I moved hear in 2003 I have helped on several non profits and got roped into helping with the homeless commission with officer Ryan Holtz I called him for a problem I was having at Walmart and we got that one solved and then he said I have a problem you can help me with and ui said what is that you can join the homeless commission and that is how Office Ryan Holtz roped me into the homeless commission .. since that day I have served as the point in time chairman and the count this year was hire than anticipated we are going to a recount again in July which I am running and I am already working on another project that will have an affect on the homeless still putting the project together for presentation to the homeless commission. cerl i f icatio rls .poll Upload a Resume Ethnicity p Other Gender iJ Male Date al Biiih wish to serve on this board because: i belive that i might have a little better insight than just a financial side of things and might be able to recommend things that other committie members would not think of or belive is quite right all the time through my security background i have a little investigation background, Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. rinnnldi FAaccanrilll Pano 9 of ': Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. 17 I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that 1 will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) fJ I Agree Question applies 10 multiple boards Are you registered to vote in Lodi? r: Yes r No Question applies to multiple boards Are you registered to vote in San Joaquin County? r1' Yes r No Question applies to multiple boards Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement. 17 I Agree Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. fJ I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. • District 5 rinnalri AAaccannill Dana+1nfQ Donald Massengill Mr . Objective To us all the skills that I have learned in the security industry and the environmental industry as a 40 hr hazwoper and have many special certificate's in both industries Education • American public university ( Certificate ) 2009 • Business management / emergency management ▪ Hazardous Material, Experience 08/16 to 09/17 World private Security Area supervisor Lodi, Ca Contract Mangement: Working with the client to make the site safe and customer service, as the first priority, Negotiating all the updates to the contracts and updating all the post orders, Budget Control: Making sure that all the hours in one week for the site we had no overtime and scheduling personnel, and training all personnel on the site, Fleet Maint: Working with the contracting garage, for any repairs and maint on the cars and all the upkeep of the vehicles, to provide service to the contracted services. Payroll: Making sure that all the time sheets got to the main office in time for biweekly payroll. 10/15 to 05/16 Armed security officer Special tactics and response Using a mobile app to log entry's into mobile device for writing a daily report and incident reports For the client to read and the office and maint reports, also. Patrol the shopping center every two hours either by foot of vehicle respond to calls to any store per request. Assist in house loss prevention staff with arrest and search and seizure issue Ca penal code 602. Civil trespass order. Ca penal code 374 illegal dumping following some investigation woes trash it was report it to city's code enforcement and do further follow up Monitoring truck deliveries at night for their safety and the stores as the doors were open while delivering Working with local, county and highway patrol and local fire and ems when needed Checking cars and trucks for illegal registration and illegal parking after the mall has closed. Dec 14 to 5/15 Lead supervisor Condor security of America Scheduling: all personnel for all shifts, training: training all personnel problem solving when needed and working with the client with customer service 9/2006 to present State of California (Cal Expo) Security operations center / security officer Maintaining security records, dispatch officers to different parts of the fair grounds for a issue, Dispatch receives a call monitors the area with the CCTV system and dispatches security officer and cal expo police to areas where things are starting to look like there is a problem starting to happen assist fire and ems when they come onto fair grounds property, assist in emergency situations, monitor the lower police Dept. With CCTV integration room and both female and male cells and booking room and prepare video for prosecution. 2 Security officer Access Control at all the gates and buildings on the fair grounds. Patrol inside and outside the fairgrounds every two hours. Responding to emergency situations, and conducting investigations when a breach of security has been committed. Responding to calls for customer service and assisting police Dept. when needed. [This is the place for a brief summary of your key responsibilities and most stellar accomplishments.] Awards & Acknowledgements [Don't be shy — list the acknowledgments you received for a job well done.] 3 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 24, 2019 Profile Littalt Address Street Address Lary Homer Aiuna'q !Thorne Mobile: Alternate Phone Middle Initial Pennino LAM Name Sidle or Apt CA Stale SuHh Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Pennino Management Group Secretaryrfreasurer Employer .lob; Elle Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Comrnittee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Ovelsighl Committee Phil1l2 P ,Mirle _City Resume.. Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 28 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? 17 No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) No Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? 17 No Phillin Panninn Pana 1 of '� Interests & Experlences Professional information: (education, previous volunteer service, etc.) See Attachd Resume 1plond a Resume Ethnicity p Caucasian/Non-Hispanic Gender p Male Dale of BitIf, I wish to serve on this board because: I believe my current and past experience can add in -sight and value to the committee having the perspective of a business owner and former Councilmember Question applies lo Measure L Citizens' Oversight Comrnittee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria 1 affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. Pr I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree Question applies to multiple boards Are you registered to vote in Lodi? r• Yes C No Phillin PAnninn Pana ' of ' Question applies to multiple boards Public Record I understand that, once filed, my application is copied to the City Council and becomes a public record. p I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff, * p District 3 Phillip Panninn Pang q of q PHILLIP PENNING Seeking an opportunity to serve the Citizens of Lodi as a representative on the Measure L Oversight Committee EXPERIENCE MAY 2012 TO CURRENT PENNINO MANAGEMENT GROUP OWNER, SECRETARY/TREASURER Pennino Management Group is a Consulting firm that specializes in Project Management, Property Entitlement, and Utility Coordination. We are currently working in five states with over 240 projects to date and 81 clients. APRIL 1977 TO AUGUST 2012 MAJOR ACCOUNT REPRESENTATIVE, PG&E Throughout my career at PG&E I had the opportunity to work in several different divisions of the Company. Including positions as Gas Helper, Gas Serviceman, Residential Conservation, Lodi Area Manager, Governmental Affairs Rep, and finally Major Account Representative. At the close of my career at PG&E 1 handled 110 different customer accounts including all the Cities within San Joaquin County (including the County). In addition, handled many of the top commercial and industrial accounts. My responsibilities included working with my customers on energy related items like billing, energy efficiency, and service reliability. DECEMBER 1990 TO DECEMBER 2002 MAYOR / COUNCIL MEMBER CITY OF LODI As an elected official for the City of Lodi I had the privilege to represent the citizens of Lodi. This was an opportunity that I loved and will always cherish. Served as Mayor In 1993, 1997, and 2002. In addition to the City Council, I represented the City of Lodi on the following Boards: San Joaquin Council of Government, San Joaquin Regional Rail Commission, and the San Joaquin Partnership. EDUCATION 1989 BACHELOR'S DEGREE, ORGANIZATIONAL BEHAVIOR, UNIVERSITY OF SAN FRANCISCO SKILLS • Expertise City Government and Budgets • Financial Accounting • Organizational Development • Communication ACTIVITIES I enjoy reviewing and understanding financial budgets including income and expenditures. While serving on the City Council the budget was one of the most exciting times because it was based on the goals established by the Council and all Departments and Boards. Currently I am the Secretary/Treasurer of Pennino Management Group with responsibility of the income and expenditures and especially meeting the payroll for our employees. Currently I also serve as treasurer for Gracepoint Church in Lodi. Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 04, 2019 Profile Prefix Shaun P Piazza dist Name Middle Initial Lasl Name Email Address Street Address Lodi City MINIM Home:MMIII ry Phor Alternate Phone Suite or Apt CA State nvcust t.: Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Eagle Construction Partner Employer Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee MeasureL.KP s EditPDF.pdf Upload a Resume-�- Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 0 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license?* J7 No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? * No Chaim P Pia77a Pane 1 of ' Interests & Experiences Professional information: (education, previous volunteer service, etc.) Please see resume Measure LKP s_EditPCF.�r Upload a Resume Ethnicity 177 Caucasian/Non-Hispanic Gender p Male WOO MI Date of Both I wish to serve on this board because: believe the resources this measure has provided need to be prudently applied for the betterment of all of Lodi. I look forward to working with others to assure our tax dollars are wisely and transparently spent and hope those in charge are looking down the road as opposed to immediate, non impactful expenditures. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. I"J I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) TJ I Agree Question applies to multiple boards Are you registered to vote in Lodi? r• Yes r. No Chaim P Pia77a Pana 9 of q Question applies to multiple boards Public Record understand that, once filed, my application is copied to the City Council and becomes a public record. 17 I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff. * 17 District 3 Shat in ID Pia77a Pang. nf To Whom It May Concern, As a life time resident of Lodi's 3rd District I believe I will make an excellent member of the Measure L Oversight Committee . I have been a passionate supporter of Lodi and a contributing member of our community. Although I generally prefer to be in the back ground, I truly appreciate and admire those people who step up and use their time for the betterment of the community. Budgets and successful allocation of resources have been a necessary part of my business and home life for the last 25 years. I believe Measure L, although just a stop gap for what is in front of us, is very important to Lodi and it's future economic health. I want to contribute my time to the successful oversight of this measure. While growing up in Lodi, I worked for Baumbach and Piazza Civil Engineering for many years. After obtaining a degree in Economics from UCLA, I returned to Lodi and eventually became a partner in Eagle Construction. My business partner and I made the decision years ago to keep our sales tax dollars in Lodi, therefore, even though our primary office is located in Stockton we stock our construction warehouse through Lowe's of Lodi. We are one of Lowe's of Lodi's major clients and at times have been their largest purchaser of goods . In 2012 we received Lodi's Community Improvement Award for our efforts in revitalizing a challenging Lodi property. Our investment dollars stay in Lodi where we have purchased and revitalized several other properties. My experience running several ongoing companies has provided me an extensive background in accounting, accounting reports and understanding numbers as they relate to business and property improvements. I recently a certificate from the USC Leonard Davis School of Gerontology in Executive Certified Home Modification. The program was an intense look at identifying and utilizing resources to maximize an elderly or disabled persons residence. Recently I was blessed with the opportunity to participate in the formation and opening of the new adult development and community center, The Village, in downtown Lodi. Acting as a board member, I've had the opportunity to witness, first hand, the amazing results of a community putting their hearts, minds, money and soul into a program. In summary, I believe my intentional commitment to Lodi, my background in Lodi's infrastructure and running successful businesses provides me with the tools needed to successfully navigate within the oversight committee. Sincerely, Shaun Piazza Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 21, 2019 Profile Robert Middle Inalal Ftnsfil Address Schroeder Last N. Street Addi ess Suite or Apt CA City Stale Home Mobile: Primacy Phone Alternate Phone Postal Code Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Stanley Adams_ Machine Co.,Inc, President/Owner Employer Job Title Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee, A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Commitee 1RpberLSchroederJResume 3 .dorms, Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 40 Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? 17 No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? Pr No Mr Pnhart Crhrnarlar pane 1 of 4 Interests & Experiences Professional information: (education, previous volunteer service, etc.) Successful business. President of SGCC two years. Lodi High graduate, College Graduate, Home owner, Concerned citizen. Robert Schroeder resume 2 .docx Upload a Resume Ethnicity I7 Caucasian/Non-Hispanic Gender fJ Male I wish to serve on this board because: Concerned citizen, This will be my first steps into being involved in city government and making a positive contribution to Lodi. Question applies to Measure L Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. R I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) Fl I Agree Question applies to multiple boards Are you registered to vote in Lodi? r• Yes r No AAr PnhPrt Crhrnarlar Pane 9 of '� Question applies to multiple boards Public Record I understand that, once flied, my application is copied to the City Council and becomes a public record. R I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: http://www.lodi.gov/clerk/aaPDFImages/District%20Map.pdf) - will be verified by staff, * p. District 5 AAr Rnhcrt Crhrnar1Ar PAno ' of ROBERT SCHROEDER sm•MI•mm OBJECTIVE To provide management of engineering activities involving, but not limited to, administrative and technical areas of manufacturing. SUMMARY As a manufacturing engineer, my responsibilities have included management of manufacturing processes, establishment of safety and engineering standards, and integration of advanced technology for design and manufacturing. I have also led capital equipment justification and selection and effectively initiated supervision of both technical and engineering personnel. My experience also includes practice as a journey -level machinist and welder and understanding of standard machine shop equipment. EXPERIENCE President and Owner Stanley Adams Machine Co., Inc. 1991- Present • Manages a professional job -shop work environment • Develops and implements all shop safety protocols and workplace standards • Creates and monitors budgets and profits for each fiscal year • Controls all contract and customer development • Handles all purchasing and selling • Administers all employee evaluation and training Manager Aerojet TechSystems Company 01/1989 - 08/1991 • Implemented development and management of the Advanced Producibilty Engineering Department • Acted as an Engineering Liaison that involved coordinating with other technical groups to implement operational program management Engineering Supervisor Aerojet TechSystems Company 07/1988 —01/1989 • Supervised the Advanced Producibility Engineering Department • Oversaw proposal support procedures • Evaluated program budgets in alignment with departmental fiscal requirements Senior Engineer Aerojet TechSystems Company 10/1987 — 07/1988 • Performed design assessments • Supplied manufacturing process definition and engineering processes planning • Acted as vendor liaison for tool design • Developed manufacturing procedures for advanced propulsion systems Manufacturing Engineer Westinghouse Electric Corporation 04/1987 —10/1987 • Researched and developed technical programs involving the implementation of turbine blade heat -treating, metal matrix composites, and machinability studies Supervisor of Operations Stanley Adams Machine Co,, Inc. 07/1985 — 04/1987 • Managed all operations of a fully equipped job shop manufacturing facility RoekRTSCHRROEDEri EXPERIENCE EDUCATION Manufacturing Engineer SD Willis Company 05/1984 — 07/1985 • Supported and oversaw tool design, product design, tool selection, process cells, and process methods Manufacturing Engineer Hughes Aircraft Company 11/1981— 05/1983 • Member of Computing Staff who provided direct fabrication support involving CAD/CAM integration, tool design, picture book planning, N.C. programming, and user training of computer graphics CREDENTIALS • • INVOLVEMENT CSU, Fresno 1 Bachelors of Science I Manufacturing Engineering Option, Metals Emphasis Lifetime California Community College Teaching Credential Teaching subjects that include machine shop and related technologies Former Instructor of Machine Tool Technology and Mathematics at San Joaquin Delta College Epsilon Pi Tau 1 Academic Technology Fraternity Engineer's Club 1 Stockton, CA RORER f —HR EDER 2 District 4 (No Applications Received) District 5 Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 22, 2019 Profile Manmit (Mikey) FhllI Name Entail Address S Hothi Middle IniI .,I Last Nana, Street CA City Home: Home: Primary Phone Alicorma Phone 625587 Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible Sacramento County Young Democrats Einployei Job sqle Question applies to Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Rdicrn othI jesume $-31n5' Oversight Committee Upload a Resume Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? 0 years in accounting. 6 plus years in government. Question applies to Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? I7 No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license?* IW No AAanmit (AAiltaul S I-Inthi R7RRR7A Pana 1 of '� Interests & Experiences Professional information: (education, previous volunteer service, etc.) San Joaquin County Complete Count Committee Assemblymember Jim Cooper's representative to the Lodi Chamber of Commerce's governmental affairs committee District Director to Assemblymember Jim Cooper Mikey }'Iolru resume Upload t Resume Ethnicity R Asian or Pacific islander Gender 17 Male I wish to serve on this board because: Mark Chandler suggested that I apply. My understanding is that there are no applications from district 5. I dont have any accounting experience so if that's a prerequisite, I'm probably not the best fit. Professionally, I'm District Director to Assemblymember Jim Cooper who represents the City of Lodi in the CA State Assembly. I'm his representative on a number of local community groups. I'm Lodi born and a graduate of Tokay High School. Go Tigers! Question applies to Measure L Citizens' Oveisight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oversight Committee Membership Criteria I affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. 17 1 Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree 11Aanmit rflAilkAul C I-Inthi A9ccP7A Pan° of Question applies to multiple boards Are you registered to vote In Lodi? r•: Yes r No Question applies 10 multiple boards Public Record I understand that, once filed, my application Is copied to the City Council and becomes a public record. 17 I Agree Question applies to Measure L Citizens' Oversight Committee To the best of my knowledge, I reside in the following Council District (view map: h1tp://www.lodi.gov/clerk/aaPDFimages/District%20Map.pdf) - will be verified by staff, District 5 AAnnmit /AAiI,c t, C I..Inthi F')SRf27a Dnnc 4 of Mikey Hothi EDUCATION University of California, Los Angeles (UCLA) Class of 2012 Bachelor of Arts, Political Science • HONORS: College Honors Program, graduated with Latin Honors, Dean's honors list and UCLA School Of Law Fellow EMPLOYM ENT Assemblymember Jim Cooper —District Director Sept. 2015 -Present • Managing operations for the district office and overseeing the work of four full-time staff members. • Leading outreach efforts to almost half a million constituents in the greater Sacramento region. • Fundraising for our non-profit to sponsor community events including our annual turkey giveaway and our back to school backpack giveaway. • Serving as the key contact for community leaders and local elected officials, • Monitoring and influencing local public policy. • Organizing town halls, legislative tours, and a variety of other community events, Assemblymember Jim Cooper — Deputy District Director Nov. 2014 -Sept. 2015 • Provided advice/updates on district issues. • Staffed legislation and provided bill recommendations. • Monitored and influenced local public policy. • Managed Assembly internship program. • Organized district events. • Conducted outreach with key community groups within the Assembly district. • Resolved constituent cases and inquiries. Assemblymember, Dr. Richard Pan — Field Representative Sept. 2012 -Nov. 2014 • Worked to expand access to healthcare by organizing dozens of healthcare enrollment events, • Organized district events such as town halls, advisory committee meetings, and educational workshops. • Conducted outreach with Asian American Pacific Islander, business, and veterans groups within the 9th Assembly district. • Represented the Assemblymember at meetings and events in the district. • Staffed the Assemblymember on API, housing, community development, veterans, and transportation issues. Provided recommendations on legislation dealing with these issue areas. • Built relationships with key community leaders. LEADERSHIP Asian Resources Incorporated —Advisory Board Member July 2017- Present • Supporting the nonprofit with fundraising and community outreach efforts • Raised over $100k in corporate dollars Application for Consideration of Appointment to a Board, Commission, Committee, or Task Force Submit Date: Feb 21, 2019 Profile Chester C Somera Jr Email AddresS ilrecl Address Coy Home:. Primary Phone Middle Initial Last NI:une Suttt, Business:MIMI AIleihate Picone Suite or Apl CA Stale Postal Gude Which Boards would you like to apply for? Measure L Citizens' Oversight Committee: Eligible C&H Financial Services, Inc. Sale Manager Employer Job Title Question applios 10 Measure L Citizens' Oversight Committee There are no professional qualifications to serve on the Measure L Citizens' Oversight Committee. A resume is required because Lodi Municipal Code Section 3.30.150 B suggests a minimum of two Certified Public Accountants (CPA) or the equivalent will be on the Committee. Question applies to Measure L Citizens' Oversight Committee Semera Resume 19 0221.doc Lipivact» neseune Question applies to Measure L Citizens' Oversight Committee Number of years of professional experience in accounting or related field? None Question applies lo Measure L Citizens' Oversight Committee Do you currently possess a Certified Public Accountant license or other related license? * 17 No Question applies to Measure L Citizens' Oversight Committee If YES, please provide your CPA or related license # (or type N/A if your answer is no) N/A Question applies to Measure L Citizens' Oversight Committee If NO, are you currently working to obtain a CPA or related license? 17 N/A Chactar r Cnmara lr Par.1 of 4 Interests & Experiences Professional information: (education, previous volunteer service, etc.) Please refer to the attached resume. 5omera Resume 1° 0221.doc Upload a Resume Ethnicity IW Asian or Pacific islander Gender fJ Male I wish to serve on this board because: As a former Lodi Police Officer I've served this community for 30+ years. The city of Lodi and its community has always been good to me and my family. I wish to give back to the city and my community by serving on this important committee. I would like to assure the citizen's taxes from Measure L are used appropriately. Question applies to Measure I_ Citizens' Oversight Committee Pursuant to Lodi Municipal Code Section 3.30.150, members of the Measure L Citizens' Oversight Committee cannot be current employees, current City officials (including board and commission members), current contractors or vendors, or past employees, contractors or vendors deemed to have conflicts of interest as determined by the City Attorney. Question applies to Measure L Citizens' Oveisight Committee Membership Criteria affirm that I am not a current City of Lodi employee, current City of Lodi official, current contractor or vendor with the City of Lodi, or a past employee, contractor, or vendor deemed to have conflicts with the City. ¶ I Agree Question applies to Measure L Citizens' Oversight Committee Form 700 - Conflict of Interest If appointed, I understand that I will be required to complete a Form 700 - Conflict of Interest Statement (view information and form: http://www.fppc.ca.gov/Form700.html) 17 I Agree Question applies to multiple boards Are you registered to vote in Lodi? Yes r No r'hactar r Cnmara lr Pane) of '1 Chester "Chet" Somera, Jr. Objective: Secure position where expertise in organizational skills and ability to coordinate teams can be used to enhance success in a professional work environment. Profile: Strong experience in training, coordinating, sales, leading and managing teams to consistently meet deadlines and exceed goals. Highly effective and comfortable working with individuals from diverse backgrounds. Creative, resourceful and self -motivated with robust organizational skills. Excellent communication skills. Thrives in a fast -paced work environment with exceptional multi -tasking skills. Experience: C&H Financial Services, Inc. 12/2018 — Present • Achieve sales agent objectives through effective planning, setting sales goals, analyzing data on past performance, and projecting future performance • Create, develop and nurture a high-performance sales team • Develop sales strategies for agents to achieve and surpass sales goals • Continually motivate and advise sales staff on how to improve performance Lodi District Chamber of Commerce 04/2013 —12/2018 • Special Events Manager of the Lodi Farmers Market, Lodi Parade of Lights & two Street Faires annually • Planning and Manage Operations • Seeking out sponsorship funding for the many Chamber events • Meeting with potential sponsors, creatively developing sponsor agreements which best fit the sponsor's needs—generally progressing into an increase of sponsorship funds. Lodi Police Department, Lodi, Ca 04/2013 —12/2018 Part -Time Police Officer Senior Volunteer Coordinator & Crime Prevention Coordinator • Planning, Managing Operations, Fiscal Management & Coordinate Senior Volunteer (PARTNERS) efforts • Organize sponsorships and fund-raising activities for this non-profit organization • Re -Organization of Crime Prevention Unit • Planning Crime Prevention Operations, Training Crime Prevention Team & Citizens In Shape Health Clubs (Stockton, Manteca & Lodi) 02/2012 — 03/2013 General Manager/Sales Manager • Provide Inspirational Leadership • Identify talents/skills — interview, hire, redirect • Train and motivate sales staff • Organize schedule to meet essential duties and responsibilities • Establish and attain specific, measurable, ambitious, realistic and timely goals • Ensure compliance with standard operating procedures and company policies • Analyze reports, data, system, facilities — make recommendations or take action as needed • Deliver effective and efficient written and verbal communications • Stay current with company, industry, leadership and management best practices — seek opportunities for personal and professional growth and development In Shape Health Clubs (Pittsburg & Stockton) 02/2011— 02/2012 Assistant General Manager • Directly responsible for managing the operations of a club by setting direction and providing leadership. • Serve as the manager on duty of the entire facility in the absence of the General Manager. • Responsible for recruiting, selecting, training and evaluating staff. • Provide coaching or corrective action with employees to ensure job responsibilities are met. • Supervise sales staff when the sales manager and general manager are absent. Lodi Unified School District (LUSD), Lodi, Ca. 09/2002 — 05/2011 Instructor • Lead instructor for LUSD Regional Occupational Program Administration of Justice Academy • Organize course curriculum preparing young people for careers in the administration of justice, specifically law enforcement • Manage communication with local junior college to maintain college accreditation DPREP, Sacramento, Ca. 05/2008 — 02/2011 Consultant/Instructor • Develop, coordinate and instruct California State mandated courses and seminars for K-12 school officials • Consult K-12 school officials on mandated school site safety planning • Provide instruction to law enforcement supervisors and managers in the area of disaster/emergency preparation and management • Lead instruction on disaster/emergency preparedness and critical incident response to school management staff and private industry supervisors and managers Lodi Police Department, Lodi, Ca. 08/2000 — 01/2008 Police Lieutenant • Co -Disaster Preparedness Coordinator — developed plans of action in event of disaster; organize public/private response; and conducted federally mandated training to public/private emergency responders, state and federal Homeland Security • Event Coordinator — worked with departments, government organizations in planning/operation of major local events • Watch Commander — managed/supervised daily operations of police personnel including patrol, dispatch, jail, records, specialized units, and budget management • District Commander — maintained close watch over trends and established proactive strategies to detour crime in coordination with city departments, governmental/private organizations, and community • Collateral Duties — Coordinator of Concealed Weapons Permits, Firearms Training Coordinator, Defensive Tactics, Less -Lethal, and Riot Control Training Coordinator Lodi Police Department, Lodi, Ca. 02/1991 - 08/2000 Police Sergeant • Field Supervisor — supervised daily street operations of police personnel • Detective Sergeant — supervised operations and investigations: Narcotics, Gang, VICE, Covert Operations, High School Buy program, investigations, homicides, robberies • Canine Supervisor — supervised training and certification of police canine teams • Bike Patrol Supervisor — supervised team operations/crime prevention action plans Lodi Police Department, Lodi, Ca. 11/1977 - 02/1991 Police Officer/Detective • Police Officer — patrolled neighborhoods, conducted investigations, detoured law violators • Field Training Officer — provided one-on-one instruction for new recruits • Narcotics Investigator — assigned to task force, worked covert operations, exposed/prosecuted illicit drug/narcotic users/dealers/manufacturers, worked with local/county/state/federal law enforcement agencies o Certified expert in illicit drug/narcotic investigations by federal and state courts • Juvenile Investigator — investigated and assisted in the prosecution of offenders, investigated in child abuse, i.e. neglect, physical, sexual abuse o Certified expert by state courts • Collateral Duties — SWAT -Team Leader, Instructor of: Defensive Tactics, Baton, Chemical Agents, Firearms, Less Lethal Weapons, School Resource Officer, and Truancy Officer Education: Bachelor of Arts in Management Saint Mary's College of California, Moraga, Ca. Associate of Arts in Administration of Justice San Joaquin Delta College, Stockton, Ca. Computer Skills: Word, Excel, and Power Point 06/2000 06/1976 Professional Certificates: California Commission on Peace Officer Standards & Training (POST) ■ Numerous from Basic Certificate to Advanced Leadership and Management (POST Profile Report for specialized training and certifications are available on request} Awards/Honors: • Outstanding Service Award — Filipino American National Historical Society (FANHS) Stockton Chapter • Induction into the Lodi Community Hall of Fame — Lodi Boys & Girls Club • Dunlap Award — Kiwnais Club of Greater Lodi • Zellar Award — Kiwanis Club of Greater Lodi • Distinguished Service Award — Kiwanis Club of Greater Lodi • Meritorious Service Award — Lodi Police Department • Officer of the Year Award — Lodi Police Department Organization Affiliations: Kiwanis of Greater Lodi 02/1998 - present • Past President • Member of the Board of Directors • Organize major events and develop sponsorships for fund raising efforts Bear Creek Community Church, Lodi Faith Community Church, Lodi Lodi Police Department • Volunteer Reserve Police Officer 04/2018 — present 03/2008 — 04/2018 12/2008 — 03/2013 San Joaquin County Civil Grand Jury • Member & Foreperson Lodi Boys and Girls Club • Member of the Board of Directors • Established two new fundraisers: Crab Feed and Citizen of the Year Vinewood Community Church, Lodi California Peace Officers Association (CPOA) • Member of the State Board of Directors — three consecutive years • Sacramento Regional Chairman — three consecutive years Lodi Police Association (LPA) • President — ten consecutive years Lodi Police Mid -management Organization (LPMO) • President — eight consecutive years St. Paul Lutheran Church, Lodi Legionarios Del Trabajo In America Inc. • Member 07/2009 — 02/2011 10/1997 — 01/2005 06/2000 — 03/2008 01/1985 — 01/2008 11/1977 - 01/2008 01/1993 - 01/2008 01/1996 — 06/2000 06/1973 — 02/1995 Pamela Farris From: Sent: To: Cc: Subject: Attachments: Mr. Woehl: Pamela Farris Thursday, March 07, 2019 2:59 PM Gary Woehl Andrew Keys Measure L Citizens' Oversight Committee ConflictCode.pdf; LocalGiftFactSheet.pdf; Form 700 2018.2019 IA.PDF; Woehl.pdf Congratulations! The City Council, at its regular meeting of March 6, 2019, appointed you to the Measure L Citizens' Oversight Committee, representing District 1, for a three-year term. Please take this moment to read the attached Oath of Office, sign and date the form, and return to the City Clerk's Office at your earliest convenience. A copy of this letter will be forwarded to the City liaison for this group who will contact you soon regarding your responsibilities and the dates and times of upcoming meetings. It will be necessary for you to complete a Form 700 — Statement of Economic Interest Assuming Office Statement (enclosed) no later than 30 days from the effective date of your appointment (due Monday, April 8, 2019, by 5:30 p.m.). Please refer to the enclosed Resolution 2018-211 for disclosure category information (see Appendix B). The Measure L Citizens' Oversight Committee has a disclosure category of 2,3,4,6,7,8. The original statement will be retained by the City Clerk's office. Please feel free to give me a call should you have any further questions and/or concerns regarding the above. In addition, you may contact the Fair Political Practices Commission directly on its toll free line at 1-866-275- 3772 for specific questions pertaining to reportable interests. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Cc: Subject: Attachments: Mr. Rhoads: Pamela Farris Thursday, March 07, 2019 2:59 PM Andrew Keys Measure L Citizens' Oversight Committee ConflictCode.pdf; LocalGiftFactSheet.pdf; Form 700 2018.2019 IA.PDF; Rhoads.pdf Congratulations! The City Council, at its regular meeting of March 6, 2019, appointed you to the Measure L Citizens' Oversight Committee, representing District 1, for a three-year term. Please take this moment to read the attached Oath of Office, sign and date the form, and return to the City Clerk's Office at your earliest convenience. A copy of this letter will be forwarded to the City liaison for this group who will contact you soon regarding your responsibilities and the dates and times of upcoming meetings. It will be necessary for you to complete a Form 700 — Statement of Economic Interest Assuming Office Statement (enclosed) no later than 30 days from the effective date of your appointment (due Monday, April 8, 2019, by 5:30 p.m.). Please refer to the enclosed Resolution 2018-211 for disclosure category information (see Appendix B). The Measure L Citizens' Oversight Committee has a disclosure category of 2,3,4,6,7,8. The original statement will be retained by the City Clerk's office. Please feel free to give me a call should you have any further questions and/or concerns regarding the above. In addition, you may contact the Fair Political Practices Commission directly on its toll free line at 1-866-275- 3772 for specific questions pertaining to reportable interests. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Cc: Subject: Attachments: Mr. Hothi: Pamela Farris Thursday, March 07, 2019 2:59 PM Mikey Hothi Andrew Keys Measure L Citizens' Oversight Committee ConflictCode.pdf; LocalGiftFactSheet.pdf; Form 700 2018.2019 IA.PDF; Hothi.pdf Congratulations! The City Council, at its regular meeting of March 6, 2019, appointed you to the Measure L Citizens' Oversight Committee, representing District 1, for a three-year term. Please take this moment to read the attached Oath of Office, sign and date the form, and return to the City Clerk's Office at your earliest convenience. A copy of this letter will be forwarded to the City liaison for this group who will contact you soon regarding your responsibilities and the dates and times of upcoming meetings. It will be necessary for you to complete a Form 700 — Statement of Economic Interest Assuming Office Statement (enclosed) no later than 30 days from the effective date of your appointment (due Monday, April 8, 2019, by 5:30 p.m.). Please refer to the enclosed Resolution 2018-211 for disclosure category information (see Appendix B). The Measure L Citizens' Oversight Committee has a disclosure category of 2,3,4,6,7,8. The original statement will be retained by the City Clerk's office. Please feel free to give me a call should you have any further questions and/or concerns regarding the above. In addition, you may contact the Fair Political Practices Commission directly on its toll free line at 1-866-275- 3772 for specific questions pertaining to reportable interests. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Cc: Subject: Attachments: Mr. Pennino: Pamela Farris Thursday, March 07, 2019 2:59 PM 'Phillip Pennino' Andrew Keys Measure L Citizens' Oversight Committee ConflictCode.pdf; LocalGiftFactSheet.pdf; Form 700 2018.2019 IA.PDF; Pennino.pdf Congratulations! The City Council, at its regular meeting of March 6, 2019, appointed you to the Measure L Citizens' Oversight Committee, representing District 1, for a three-year term. - Please take this moment to read the attached Oath of Office, sign and date the form, and return to the City Clerk's Office at your earliest convenience. A copy of this letter will be forwarded to the City liaison for this group who will contact you soon regarding your responsibilities and the dates and times of upcoming meetings. It will be necessary for you to complete a Form 700 — Statement of Economic Interest Assuming Office Statement (enclosed) no later than 30 days from the effective date of your appointment (due Monday, April 8, 2019, by 5:30 p.m.). Please refer to the enclosed Resolution 2018-211 for disclosure category information (see Appendix B). The Measure L Citizens' Oversight Committee has a disclosure category of 2,3,4,6,7,8. The original statement will be retained by the City Clerk's office. Please feel free to give me a call should you have any further questions and/or concerns regarding the above. In addition, you may contact the Fair Political Practices Commission directly on its toll free line at 1-866-275- 3772 for specific questions pertaining to reportable interests. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Cc: Subject: Attachments: Mr. Spring: Pamela Farris Thursday, March 07, 2019 2:59 PM Andrew Keys Measure L Citizens' Oversight Committee ConflictCode.pdf; LocalGiftFactSheet.pdf; Form 700 2018.2019 IA.PDF; Spring.pdf Congratulations! The City Council, at its regular meeting of March 6, 2019, appointed you to the Measure L Citizens' Oversight Committee, representing District 1, for a three-year term. Please take this moment to read the attached Oath of Office, sign and date the form, and return to the City Clerk's Office at your earliest convenience. A copy of this letter will be forwarded to the City liaison for this group who will contact you soon regarding your responsibilities and the dates and times of upcoming meetings. It will be necessary for you to complete a Form 700 — Statement of Economic Interest Assuming Office Statement (enclosed) no later than 30 days from the effective date of your appointment (due Monday, April 8, 2019, by 5:30 p.m.). Please refer to the enclosed Resolution 2018-211 for disclosure category information (see Appendix B). The Measure L Citizens' Oversight Committee has a disclosure category of 2,3,4,6,7,8. The original statement will be retained by the City Clerk's office. Please feel free to give me a call should you have any further questions and/or concerns regarding the above. In addition, you may contact the Fair Political Practices Commission directly on its toll free line at 1-866-275- 3772 for specific questions pertaining to reportable interests. Paun Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Subject: Robert Schroeder: Pamela Farris Thursday, March 07, 2019 3:00 PM Measure L Citizens' Oversight Committee Thank you very much for completing an application of interest in serving as a member of the Measure L Citizens' Oversight Committee. It is people like you who are willing to donate their time and talent that make Lodi a very special place. There were many excellent applications received, making the review and appointment process a difficult one; however, a choice had to be made. The candidates selected by the City Council were appointed at the regular meeting of March 6, 2019. Your application will remain on file for review and consideration of future vacancies for a period of one year from the date it was received by the City Clerk's Office. Your time and interest in serving your community is appreciated. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Subject: Shaun Piazza: Pamela Farris Thursday, March 07, 2019 3:00 PM Measure L Citizens' Oversight Committee Thank you very much for completing an application of interest in serving as a member of the Measure L Citizens' Oversight Committee. It is people like you who are willing to donate their time and talent that make Lodi a very special place. There were many excellent applications received, making the review and appointment process a difficult one; however, a choice had to be made. The candidates selected by the City Council were appointed at the regular meeting of March 6, 2019. Your application will remain on file for review and consideration of future vacancies for a period of one year from the date it was received by the City Clerk's Office. Your time and interest in serving your community is appreciated. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Subject: Donald Massengill: Pamela Farris Thursday, March 07, 2019 3:00 PM Measure L Citizens' Oversight Committee Thank you very much for completing an application of interest in serving as a member of the Measure L Citizens' Oversight Committee. It is people like you who are willing to donate their time and talent that make Lodi a very special place. There were many excellent applications received, making the review and appointment process a difficult one; however, a choice had to be made. The candidates selected by the City Council were appointed at the regular meeting of March 6, 2019. Your application will remain on file for review and consideration of future vacancies for a period of one year from the date it was received by the City Clerk's Office. Your time and interest in serving your community is appreciated. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Pamela Farris Sent: Thursday, March 07, 2019 3:00 PM To: Susan Heberle Subject: Measure L Citizens' Oversight Committee Susan Heberle: Thank you very much for completing an application of interest in serving as a member of the Measure L Citizens' Oversight Committee. It is people like you who are willing to donate their time and talent that make Lodi a very special place. There were many excellent applications received, making the review and appointment process a difficult one; however, a choice had to be made. The candidates selected by the City Council were appointed at the regular meeting of March 6, 2019. Your application will remain on file for review and consideration of future vacancies for a period of one year from the date it was received by the City Clerk's Office. Your time and interest in serving your community is appreciated. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX Pamela Farris From: Pamela Farris Sent: Thursday, March 07, 2019 3:00 PM To: 'Beverly Fletcher' Subject: Measure L Citizens' Oversight Committee Beverly Fletcher: Thank you very much for completing an application of interest in serving as a member of the Measure L Citizens' Oversight Committee. It is people like you who are willing to donate their time and talent that make Lodi a very special place. There were many excellent applications received, making the review and appointment process a difficult one; however, a choice had to be made. The candidates selected by the City Council were appointed at the regular meeting of March 6, 2019. Your application will remain on file for review and consideration of future vacancies for a period of one year from the date it was received by the City Clerk's Office. Your time and interest in serving your community is appreciated. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Subject: Jeremy McEntire: Pamela Farris Thursday, March 07, 2019 3:00 PM Measure L Citizens' Oversight Committee Thank you very much for completing an application of interest in serving as a member of the Measure L Citizens' Oversight Committee. It is people like you who are willing to donate their time and talent that make Lodi a very special place. There were many excellent applications received, making the review and appointment process a difficult one; however, a choice had to be made. The candidates selected by the City Council were appointed at the regular meeting of March 6, 2019. Your application will remain on file for review and consideration of future vacancies for a period of one year from the date it was received by the City Clerk's Office. Your time and interest in serving your community is appreciated. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Subject: Gray Drohan: Pamela Farris Thursday, March 07, 2019 3:00 PM Measure L Citizens' Oversight Committee Thank you very much for completing an application of interest in serving as a member of the Measure L Citizens' Oversight Committee. It is people like you who are willing to donate their time and talent that make Lodi a very special place. There were many excellent applications received, making the review and appointment process a difficult one; however, a choice had to be made. The candidates selected by the City Council were appointed at the regular meeting of March 6, 2019. Your application will remain on file for review and consideration of future vacancies for a period of one year from the date it was received by the City Clerk's Office. Your time and interest in serving your community is appreciated. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Subject: Michael Collins: Pamela Farris Thursday, March 07, 2019 3:01 PM Measure L Citizens' Oversight Committee Thank you very much for completing an application of interest in serving as a member of the Measure L Citizens' Oversight Committee. It is people like you who are willing to donate their time and talent that make Lodi a very special place. There were many excellent applications received, making the review and appointment process a difficult one; however, a choice had to be made. The candidates selected by the City Council were appointed at the regular meeting of March 6, 2019. Your application will remain on file for review and consideration of future vacancies for a period of one year from the date it was received by the City Clerk's Office. Your time and interest in serving your community is appreciated. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Subject: Melinda Brown: Pamela Farris Thursday, March 07, 2019 3:01 PM Melinda Brown Measure L Citizens' Oversight Committee Thank you very much for completing an application of interest in serving as a member of the Measure L Citizens' Oversight Committee. It is people like you who are willing to donate their time and talent that make Lodi a very special place. There were many excellent applications received, making the review and appointment process a difficult one; however, a choice had to be made. The candidates selected by the City Council were appointed at the regular meeting of March 6, 2019. Your application will remain on file for review and consideration of future vacancies for a period of one year from the date it was received by the City Clerk's Office. Your time and interest in serving your community is appreciated. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1 Pamela Farris From: Sent: To: Subject: Chet Somera: Pamela Farris Thursday, March 07, 2019 3:01 PM Measure L Citizens' Oversight Committee Thank you very much for completing an application of interest in serving as a member of the Measure L Citizens' Oversight Committee. It is people like you who are willing to donate their time and talent that make Lodi a very special place. There were many excellent applications received, making the review and appointment process a difficult one; however, a choice had to be made. The candidates selected by the City Council were appointed at the regular meeting of March 6, 2019. Your application will remain on file for review and consideration of future vacancies for a period of one year from the date it was received by the City Clerk's Office. Your time and interest in serving your community is appreciated. Pam Farris, CMC Deputy City Clerk City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 (209) 333-6702 (209) 333-6807 FAX 1