HomeMy WebLinkAboutCC Planning Commission 2016(2) InterviewsSAN RAFAEL
THE CITY WITH A MISSION
Special Meeting @ 5:00pm
Agenda Item No: 1
Meeting Date: November 21, 2016
SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: City Clerk
Prepared by: Esther C. Beirne City Manager Approval:
File # 9-2-6
SUBJECT: INTERVIEWS OF APPLICANTS AND CONSIDERATION OF APPOINTMENT TO FILL
ONE UNEXPIRED, FOUR-YEAR TERM TO THE END OF JUNE, 2018 ON THE SAN
RAFAEL PLANNING COMMISSION, DUE TO THE RESIGNATION OF
COMMISSIONER VIKTORIYA WISE (CC)
RECOMMENDATION:
a) It is recommended that the City Council interview the following applicants to fill one unexpired four-year term
to the end of June, 2018.
Name
Laurie O'Hara (teleconference)
Lawrence (Larry) T. Andow
David F. Coury
Robert Levine
Sarah P. Loughran
Jeffrey S. Schoppert
SUMMARY BACKGROUND:
Time of Interview
5:00 p.m.
5:10 p.m.
5:20 p.m.
5:30 p.m.
5:40 p.m.
5:50 p.m.
b) At the meeting of September 6, 2016, the City Council called for applications to fill one unexpired four-year
term on the Planning Commission to the end of June, 2018, due to the resignation of Commissioner Viktoriya
Wise. Six applications were received in the City Clerk's Office by the extended deadline of October 12, 2016
Attachments: 6 applications
FOR CITY CLERK ONLY
File No.: 9-2-6
Council Meeting: 11/21/2016
Disposition: Appointed Sarah Louqhran
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Planning Commission
Submit Date: Sep 27, 2016
Status: submitted
Question applies to Planning commission.
The deadline for submitting applications is Wednesday, October 12, 2016, at 5:00 P.M.
Laurie
First Name
Email Address
Street Address
San Rafael
City
2 1/2 years
Resident of the City of San Rafael for how many years?
Alternate Phone
Director
Job Title
817 Mission Ave San Rafael, CA 94901
Interests & Experiences
Do you participate in any civic activities?
Yes
Suite or Apt
CA
State
94901
Postal Code
Laurie O'Hara Page 1 of 2
List any civic organizations to which you are a member:
Canal Welcome Center - Board VP Marin County Childcare Council - Board member Downtown Streets
Team - Advisory Board member Zero Breast Cancer - Board Secretary San Rafael Chamber - Economic
Vitality Committee
Education:
BA CU, Boulder MBA American Graduate School of International Management
Why are you interested in serving on a board or commission?
I would like to get involved with the City of San Rafael and learn more about my local government through
participation. I bring a strong skill set for the Planning Commission, which includes a career in
microlending to small businesses; owning a business in San Rafael; San Rafael Chamber of Commerce
Economic Vitality Committee membership; and understanding the vision of the General Plan of the city.
Describe possible areas in which you may have a conflict of interest with the City:
NA
Laurie O Hara resume 2016.doc
Upload a Resume
Question applies to Planning Commission, Park and Recreation Commission, Design Review Board.
NOTE: All Design Review Board, Planning Commission and Park & Recreation
Commission members are required to file Fair Political Practices Commission Conflict of Interest
Statements, which are open to public review.
[Resolution # 12129]
Laurie O'Hara Page 2 of 2
Laurie O'Hara
Summary
Senior executive with over 20 years of management experience plus project consulting with
non -profits, financial services, education, retail and telecom. Experience covers fund
development, public speaking, event planning, new product launches, project management,
market research, communications, online acquisitions, creation and execution of email and
online ad campaigns. Fluent in Spanish and Portuguese.
• Manage teams in progressive, effective style
• Skilled in managing high profile, fast paced projects
• Strong Marketing analysis skills
• Recent experience includes social media marketing
• Self-directed team player with excellent communications skills
• Expertise in strict budget management
Professional Experience
Director of Business Development — Working Solutions 2012 — Present
• Manage the Business Development for non-profit microlender with a mission to lend funds
to small businesses with little to no access to capital. Conduct all PR campaigns, outreach
and marketing activities within the local business, government, non-profit and professional
communities. Created excellent referral partnerships with Sonoma EDB, SoCo Nexus,
MEF, NVCM, SBDC, local Chambers of Commerce and institutional lenders.
• Underwrite loans for entrepreneurs who qualify as microloan candidates. Present
candidates at Loan Committee. Conduct loan closing preparation and meetings with
approved borrowers. Administer regular post -loan business coaching and advising to all
borrowers in North Bay territory. Maintain a 100% approval and repayment rates in the
North Bay portfolio.
• Launched Marin Loan Fund in collaboration with Marin Economic Forum in 2014 to finance
Marin based businesses. Worked with local institutional lenders to create and manage
$250,000 fund. Develop reporting on funded business cases to lenders forum.
• Successfully established the Napa Earthquake Relief grant program for businesses
affected by the 2014 earthquake. Created eligibility criteria, approval process and
disbursement policy for Napa businesses in collaboration with the SBDC and Napa Valley
Community Foundation.
• Sought after panel speaker on finance and lending for banker, VC and business owner
audiences. Create all press releases and business profiles for media campaigns.
Interviewed on radio and newspapers, as well as featured in promotional videos to
increase awareness of microlending program.
Marketing
• Helped clients succeed by creating research plans, analyzing and evaluating research
within industry or segment to refine insights and provide direction for clients. Measured
metrics and reporting web analytics to evaluate programs and campaigns. Lead
competitive research, consumer segmentation and pricing strategy efforts for clients.
• Developed marketing strategy including branding / marketing plans according to research
and business need. Executed marketing plans: Create messaging, online social media
approach, PR and direct marketing for target segments. Generated loyalty retention
strategy to secure and grow customer base and ROI.
Laurie O'Hara
laurleoharatorres@hotmall.com
303-588-3386 (C)
Sales Director — Buppity Baby Co. 2008 — 2010, Nationwide
• Directed all sales channels for high-end baby product company. Source appropriate online ad
campaigns, websites, retail and trade shows to sell product. Expertise in targeted B2B and B2C
SEO, social media marketing, email, trade show event marketing, and print ad placement.
• Negotiated commissions and sales contracts with all third party vendors. Tracked channel
performance and monitor pricing to achieve highest ROI.Lead branding and messaging for
both wholesale and consumers to distinguish product line in the field.
VP - Director of Online Acquisitions: JPMorgan Chase - Credit Cards 2001 — 2003, NY
• Directed marketing group responsible for all online credit card acquisitions for Consumer Bank.
Exceeded card acquisitions goals each period. Achieved over 100% of annual sales objectives
with aggressive goals during a market downturn. Managed email and DM list vendors, as well
as all online ad campaigns.
• P&L responsibility managing $25 million advertising budget. Managed advertising and direct
marketing vendors to improve sales channel results. Consistently charged with maximizing
channel performance by testing and implementing the creative online strategies.
• Regularly presented department's goals, strategies and results to internal clients and Senior
Management. Controlled tracking and benchmarking for card sales and portfolio performance
MIS.
VP - Director of Marketing: Citibank- Global Marketing and Credit Cards 1996 — 2001, NY
• Lead Student Segment Development Group of Credit Card Business Unit to retain customer
loyalty; research new product concepts; develop, test and launch new products; execute PR
campaigns with segment appropriate financial education.
• Headed a global cross -functional project team to develop an intranet website for bank -wide
use. Led team of 20 professionals in all five international regions to deliver a marketing tool of
product information and operational requirements. Managed off -shore development team in
India to fulfill web delivery. Piloted cross -selling across all Citibank businesses: (credit cards,
insurance, student loans, retail bank, investment bank) to meet the financial needs of
customers with every business line and expand the financial footprint for customer retention.
• Ran internal consulting with the Latin American Consumer Bank to evaluate processes
and execute channel performance enhancements to improve efficiencies and the
customer experience. Used best -in -class examples around the region to identify
opportunities to streamline operations.
Product Development Manager: BellSouth Chile 1994 — 1996, Santiago, Chile
• Developed and launched telecommunications services in the newly deregulated Chilean
market. Created market segmentation for the BellSouth Chile start-up to identify unique
consumer needs and messaging. Achieved unique and successful branding and product
recognition in a highly competitive industry. Adapted long distance products from the US
market for applications in the Chilean consumer market.
• Collaborated with Operations, Engineering, Marketing, Pricing and Customer Service
divisions to implement product launches.
Laurie O'Hara
laurleoharatorres@hotmall.com
303-588-3386 (C)
Account Executive: AT&T 1990 — 1992, Chicago, IL
• Sold long distance solutions to small businesses in Commercial Markets Sales Division.
Exceeded monthly quota objectives by 10-30%.
• Presented competitive advantage proposals and tailored packages based on calling
patterns and business needs.
Education
MBA: American Graduate School of International Management (Thunderbird)
9/1992 - 12/1993, Glendale, AZ
BA: University of Colorado, 9/1985 - 5/1989, Boulder, CO
• Double Major BA in International Affairs and Spanish Business
• Mortar Board Senior Honor society, VP of Sophomore Honor Society, Spanish Honor
society member, AIESEC member, Chi Omega sorority, ESL tutor
• Universidad de Costa Rica 2/1987 - 12/1987 San Jose, Costa Rica Study Abroad -
two semesters; Scholarship recipient
Lanquaaes: Fluent Spanish and Portuguese
Boards, Communitv Activism, Consultinq and Philanthropic Work
• San Rafael Chamber of Commerce member (2012 - present)
• SoCo Nexus Board member (2014 - present)
• Canal Welcome Center Board member (2012 - present). Program Coordinator (2010-2011).
Create advocacy plan and roadmap for Canal residents to secure permanent, quality after
school programs for underserved children. Lead community organizing, research, strategic
planning and grant writing.
• Marin County Child Care Council Board member (2014 — present)
• Marin County Childcare Commission (2009 — 2014) Policy and Advocacy Committee Chair
and Executive Committee member. Founding member of Marin Strong Start ballot measure.
• Community Action Marin (2011 - 2012) Board member — Development Committee; (Present)
Market research consulting project on preschool programs, curricula and media buys.
• San Anselmo Library Advisory Board member (2009-2012). Measure B Treasurer (2010).
• Emerge 2009 Graduate — political leadership program. Trained in campaigning, fundraising
and public speaking.
• Marketing Board Member for Families First (child abuse prevention organization) (2004 -
2006). Volunteer Spanish and English call center counselor.
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Planning Commission
Submit Date: Sep 22, 2016
Status: submitted
Question applies to Planning commission.
The deadline for submitting applications is Wednesday, October 12, 2016, at 5:00 P.M.
Lawrence (Larry)
First Name
Email Address
Street Address
San Rafael
City
26
Resident of the City of San Rafael for how many years?
Alternate Phone
N/A
Job Title
Suite or Apt
CA
State
94901
Postal Code
Lawrence (Larry) T Andow Page 1 of 3
Do you participate in any civic activities?
Have attended several City of San Rafael City Council and homeowners association meetings. Also while
my children attended San Rafael public schools -- Glenwood, Davidson and (one at) SRHS -- between
1999 and 2012, 1 was involved in Glenwood's PTA (co -president 2 years, treasurer 2 years), Little League
(umpire), and soccer (coach). I also served on the first San Rafael School District Elementary School
Bond Oversight committee in 2004-2006.
List any civic organizations to which you are a member:
None
Education:
MBA Finance-- University of California, Berkeley Haas School, 1983 M.S. Agricultural Economics -- U.C,
Davis, Agricultural Economics, 1978 B.S. Agricultural Economics -- U.C. Davis, 1975
Why are you interested in serving on a board or commission?
I recently retired from a 25 year career in Commercial Real Estate Banking with Wells Fargo and then
Union Bank in San Francisco. I now have the time to give back and become involved with the community
in which my family has lived for the last 26 years. The Planning Commission is an ideal place to start,
given my background in commercial real estate finance. In addition my first job out of undergraduate
school was with a regional planning agency, the Sacramento Area Council of Governments (SACOG),
where I spent 5 years. SACOG is akin to ABAG and MTC here in the Bay Area. I am aware of the time
commitment for this position -- 2 meetings a month with preparation along with attending several Design
Review Board meetings throughout the year.
Describe possible areas in which you may have a conflict of interest with the City:
None that I am aware of. Full disclosure -- My wife of 26 years, Judy Kramer, is Project Coordinator for
AARP Experience Corps in Marin. Experience Corps places retirees in elementary school classrooms
throughout Marin County. In addition, Judy is on the board of Buckelew Programs here in Marin. Buckelew
Programs provides residential treatment, support and recovery programs in the North Bay.
Larry Andow Resume 2 2016.adf
Upload a Resume
Lawrence (Larry) T Andow Page 2 of 3
Question applies to Planning Commission, Park and Recreation Commission, Design Review Board.
NOTE: All Design Review Board, Planning Commission and Park & Recreation
Commission members are required to file Fair Political Practices Commission Conflict of Interest
Statements, which are open to public review.
[Resolution # 12129]
Lawrence (Larry) T Andow Page 3 of 3
Larry Andow
Larry Andow Major Projects
MUFG Union Bank
• The Bank's Commercial Real Estate (CRE) Line of Business sponsored and I managed the
Education/Qualifications development of a single CRE capture and reporting platform (CRECM) for the Bank's $13 billion 3,000
• B.S. and M.S., Agricultural loan portfolio:
Economics, University of o CRECM provides a common database platform that manages a variety of loan types: permanent,
California, Davis bridge, construction and land.
• MBA Finance, University of o CRECM provides a common database platform that manages a variety of property types: investor
California, Berkeley income producing apartment, office, industrial,and retail as well for -sale homebuilders - both tract
and condominiums.
o CRECM became the Bank's System of Record for CRE metrics.
o CRECM was integrated into the Bank's existing Moody's RA Platform system.
o CRECM was linked directly into the bank's loan grading system — PD and LGD scorecards.
After CRECM's development and deployment, I managed CRECM's reporting and upgrades.
Responsibilities included:
o Working with the Bank's IT department to create a reportable data mart that receives daily feeds
from CRECM as CRECM is now the Bank's system of record for CRE loan metrics.
o Formed a Working Group of Users to solicit feedback for improvements to CRECM's functionality.
o Created a Day 2 log based on the Working Group feedback. Implemented upgrades based on
the Day 2 log. This includes the identification of funding sources, setting priorities, and
implementing upgrades.
Regulatory Reporting (Director)— Subject Matter Expert — Commercial Real Estate -
Comprehensive Capital Analysis and Review (CCAR) Reporting - MUFG Union Bank
• In response to an MRIA on the Bank's CCAR process, I was assigned to review the Bank's CRE
Wholesale reporting process and revise it to meet CCAR reporting requirements. Within a year the
MRIA had been reduced to an MRA. The process included:
o Reviewing Wholesale CRE Edit Checks and remediating them procedurally or by correcting the
system of record.
o Creating logic to accurately map the location of CRE reporting metrics to the Bank's CCAR
Wholesale CRE reports.
o Identifying and writing Management Identified Issues (Mlls) and Adjunct (manual) reporting files.
o Analyzing and developing logic for the FRB's proposed rule making (NPRs) for the CRE
Wholesale schedules.
o Managing stakeholder relationships and the review/approval processes including serving as a
liaison between the CCAR Reporting Team and the CRE Lines of Business.
Account Officer (VP) — Commercial Real Estate Lending, MUFG Union Bank
• From 2005 through 2007 a Bank Relationship Manager for large private and public commercial real
estate developers/investors from the west coast to the midwest.
• Generated between $300 and $400 million in new loan volume and cross sell opportunities annually.
• Closed the first loans with six new customers.
• All loans made during those three years were paid as agreed. None went to workout.
Account Officer (AVP/VP) — Commercial Real Estate Lending, (CRE) Wells Fargo and
First Chicago
• Increasing account responsibility for large CRE developers and investors in Chicago, Los Angeles and
San Francisco.
• Accomplished at Wells Fargo, the first agented CRE bank debt syndication by Wells Fargo for taking a
private CRE firm public.
• Completed First Chicago's Credit Training Program (CTP 23).
Professional Work History
MUFG Union Bank
Commercial Real Estate Business Intel
2008-2/2016
MUFG Union Bank
Commercial Real Estate Acct. Officer
2005-2007
Wells Fargo Bank
Commercial Real Estate Acct. Officer
1989-1999
First National Bank of Chicago
Commercial Real Estate Acct. Officer
1983-1989
References Provided Upon Request
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Planning Commission
Submit Date: Oct 12, 2016
Status: submitted
Question applies to Planning commission.
The deadline for submitting applications is Wednesday, October 12, 2016, at 5:00 P.M.
David F. Coury
First Name Middle Initial Last Name
Email Address
Street Address
san rafael
City
5 total
Resident of the City of San Rafael for how many years?
Home: (
Primary Phone Alternate Phone
Self, Landlord Owner
Employer Job Title
Business Address
317 Bayview Street #1
Interests & Experiences
Suite or Apt
CA
State
94901
Postal Code
David F. Coury Page 1 of 3
Do you participate in any civic activities?
I am on the Board of Canal Housing Alliance which owns and operates three apartment buildings in the
Canal area of San Rafael. I am also on the Board and Finance Committee of Brilliant Corners providing
housing and services for people with disabilities, chronic homeless, veterans, and other under -served
populations. I was a founding member of the Marin Environmental Housing Collaborative. I have
participated in several organizations including the Paradise Drive Visioning Committee, Action Coalition
for Equity, and the Environmental Forum of Marin.
List any civic organizations to which you are a member:
Founding member of Coalition for a Livable Marin, Gerstle Park Neighborhood Association, League of
Women Voters (Transportation, Land Use, and Housing Committee).
Education:
BA; American Studies, Reed College, Portland, OR Masters in City and Regional Planning,
Transportation, Harvard University, Cambridge, MA Masters in Public and Private Management, Finance,
Yale University, New Haven, CT
Why are you interested in serving on a board or commission?
I love San Rafael. I believe that the start of operations of SMART, the build -out of Bio Marin, and other
important events will present many challenges to its residents and its businesses. I believe my training,
specifically in transportation, and my experience in housing policy will provide a good perspective to
collaborate with others (public officials, staff, and interested citizens) to help provide results which will
increase the sustainability of our city... including prosperity, livability, and equity.
Describe possible areas in which you may have a conflict of interest with the City:
None
RESUME2016.doc
Upload a Resume
David F. Coury Page 2 of 3
Question applies to Planning Commission, Park and Recreation Commission, Design Review Board.
NOTE: All Design Review Board, Planning Commission and Park & Recreation
Commission members are required to file Fair Political Practices Commission Conflict of Interest
Statements, which are open to public review.
[Resolution # 12129]
David F. Coury Page 3 of 3
DAVID F. COURY
PO Box 278 Corte Madera, CA 94976
(
BACKGROUND
• Over 25 years of increasingly responsible management experience in private companies, county
government, and non -profits working with diverse groups and multi-million dollar budgets.
• Flexible, challenge -seeking, conscientious, positively motivated team player.
• Ability to lead, strategize for and implement successful initiatives.
• Expertise in working with multicultural, high achieving, exacting clients with conservative to eccentric
values and preferences.
• Experienced critical and objective thinker able to research, analyze, synthesize and produce sound
solutions.
• Effective and accomplished writer, speaker and presenter.
• Skilled negotiator of large contracts including domestic and international buyers and sellers.
• Master's in City and Regional Planning, Harvard University; Master's in Public/Private Management, Yale
University.
CURRENT ACTIVITIES
• Community Development Block Grant Countywide Priority Setting Committee Member
• Canal Housing Alliance: Board Member
• Brilliant Corners, serving people with developmental disabilities: Director & Member, Finance
Committee
• Member, Coalition for a Livable Marin (non-voting)
RECENT ACTIVITIES
Chair, Housing Committee, Action Coalition for Equity; $10,000 grant through Legal Aid of Marin from
the Marin Community Foundation
• Homeless Policy Steering Committee - Representative
EMPLOYMENT AND EXPERIENCE
I. BUSINESS MANAGEMENT/ EXECUTIVE
EXECUTIVE DIRECTOR - MARIN CONTINUUM OF HOUSING AND SERVICES / 2009-2011
MARIN PARTNERSHIP TO END HOMELESSNESS, MARIN COUNTY, CA- HALF TIME
o Responsibilities:
• Full executive, management and operating responsibility for 32 member partnership of
service and housing providers including partnership responsibility for ownership and
management of 101 transitional housing units at Hamilton Meadows
o Accomplishments:
• Negotiated forgiveness of $400,000 in debt to MCF in place since 2006 and not
disclosed as part of the financial condition at the time of hire
• Collaboratively worked to create the Homeforall campaign
• Initiated a leadership role in the Analysis of Impediments to Fair Housing
• Participated in the HEARTH Performance Measures Subcommittee
• Two years of under -budget operations
• Moved Board forward with new name, draft mission, and structured discussion with
facilitator for reorganization
• Secured invited grant application from Marin Community Foundation for 2012.
• Led Commissary Triangle development task force
• Coordinated Homeless Learning Group
• Hamilton Transitional Housing:
• Launched planning for EHAP transition
• Negotiated EAH/Hamilton Partners Hiring Program Coordinator
DAVE COURY RESUME
• Brought parties together to update Insurance certificates by providers for
Hamilton Partners, reduce vacancies, smooth application issues, and reduce
damage and eviction expenses
OWNER / MANAGER - COURY RUGS, INC., NEW YORK, NY AND SAN FRANCISCO, CA /
MARIN COUNTY, CA - PART TIME 1990-2013
o Responsibilities:
• Full executive, management and operating responsibility for a major and successful fine
antique business serving high net worth clients and exclusive interior designers
worldwide.
o Accomplishments:
• Increased revenues by 50% over a seven-year period, and reduced operating costs by
30%.
• Negotiated multiple large contracts with international buyers and sellers.
• Computerized and created a database for inventory by type, size, age and price.
• Restructured corporation by consigning inventory portions to distinguished purveyors
and managed reincorporation and interstate warehousing of remainder to minimize
taxes and maximize appropriate exposure
II. AFFORDABLE HOUSING AND PROPERTY MANAGEMENT
HOUSING SPECIALIST - LIFEHOUSE, SAN RAFAEL, CA 2003-2004
o Convener, Marin Developmental Disabilities Housing Coalition
o Coordinator, Co -Housing Interest Group
o Member, Workforce Housing Taskforce
o Member. Housing Council of Marin - Coordinated response to 10 -year Countywide Plan Update
o Review, comment, and contribute to the Housing Elements for the 12 jurisdictions of Marin
County and provide technical assistance for Housing Element
PROPERTY MANAGER - ECOLOGY HOUSE, MERCY HOUSING CORPORATION, SAN FRANCISCO, CA 2003 -2005
PART TIM E
o Eleven Unit Prac-811 Property for persons with disabilities
o Full responsibility for budgets, compliance, bill paying, maintenance, and tenant relations
III. COUNTY GOVERNMENT ANALYSIS AND PLANNING
SENIOR ANALYST, - LOS ANGELES COUNTY TRANSPORTATION COMMISSION 1981 —1984
o Responsible for managing and disbursing over $400 million in operating and capital funding
from multiple grant programs for 13 eligible independent bus operators.
o Special Projects:
• Managed performance audit of county operators to determine efficiency, effectiveness
and compliance with state and federal standards.
• Determined the use of federal grant money available for transit service or road
improvements in rural areas of Los Angeles County.
• Served as liaison and monitor for the Commission to the Bus Operations Subcommittee
auditing on-going efforts to provide service to disabled persons.
• Assisted in planning adequate transportation for the 1984 Summer Olympics held in the
City of Los Angeles.
PLANNER - PLANNER - SOUTHERN CALIFORNIA RAPID TRANSIT DISTRICT 1981
o Management and oversight of special projects.
o Special Projects:
• Collaborated on writing a fare change impact assessment.
• Conducted and implemented a study to improve transportation service and reduce
costs.
• Removed and rerouted bus lines from an older terminal to better serve the business
community.
Page 2 of 4
DAVE COURY RESUME
• Negotiated with local businesses for bus stopping/loading space; and with the SCRTD
operations and scheduling departments regarding scheduling and feasibility of the new
routes.
IV. FINANCIAL CONSULTING
Expert Witness Consultant
Provided damage evaluations/amounts and expert witness testimony in contract litigation cases.
o Achievements:
• Testified in a successful $1 million dollar award to a plaintiff against the City of Detroit
for damages resulting from a breached contract for the construction of bus shelters and
the collection of advertising revenue.
• Testified in a successful $100,000 award to a plaintiff against a private company for
damages resulting from a breached employment contract.
VICE PRESIDENT - DEMKO BAER & ASSOCIATES, LOS ANGELES, CA 1988-1990
o Responsibilities:
• Provided research and identification of bank financing, venture capital opportunities.
• Bank debt syndication possibilities for small companies and individuals with tax
problems and financing needs.
ANALYST - HOULIHAN LOKEY HOWARD & ZUKIN, LOS ANGELES, CA
o Responsibilities:
1987-1988
Conducted solvency analyses and provided fairness opinions for shareholders
regarding financial transactions including spin-offs, mergers and acquisitions
Refinancing for clients ranging from privately held to Fortune 500 companies with
various valuations including options, intangible assets, ESOPs, and loan portfolios.
V. MISCELLANEOUS EXPERIENCE
• Marin Environmental Housing Collaborative: Founding Member (with 6 others); supported facilitated
effort to grow leadership team to 20 members.
• Housing Leadership Alliance for Marin; Chair
• Marin Economic Commission: Housing Representative
• Housing Element Working Group: Convener and Chair
• Teaching Assistant, Yale University, New Haven, CT
ACCOMPLISHED PUBLIC SPEAKER — REPRESENTATIVE PRESENTATIONS
• Numerous presentations and testimonies before County and Municipal agencies including the Marin
Board of Supervisors, City Councils and Planning Commissions, and the County CDBG Priority Setting
Committee.
• Housing California: Convened and Moderated Panel on Affordable Housing Overlay Zones
• Housing California 2004: Assisted in convening and made presentation at conference regarding
Affordable Housing for People with Developmental Disabilities
• Testimony before various county and federal district courts in Michigan and Texas regarding valuations
of businesses and contracts
• Presentations to partners at Houlihan, Lokey, Howard & Zukin
• Teaching assistant and tutor in finance and accounting - Yale University Graduate School of
Management
• Regular presentations before Los Angeles County Bus Operations Sub -Committee
EDUCATION
Yale School of Management, New Haven, CT
Master's in Public and Private Management
Harvard University, Cambridge, MA
Master's in City and Regional Planning
Reed College, Portland, OR
Bachelor of Arts, American Studies
Page 3 of 4
DAVE COURY RESUME
References Available Upon Request
Page 4 of 4
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Planning Commission
Question applies to Planning Commission.
Status: not
submitted
The deadline for submitting applications is Wednesday, October 12, 2016, at 5:00 P.M.
robert Levine
First Name Middle Initial Last Name
Email Address
Street
Street Address
San
Rafael
City
15+
Resident of the City of San Rafael for how many years?
Primary Phone Alternate Phone
Marin Optometric
Group Optometrist
Employer Job Title
Business Address
1001 Grand Ave
Interests & Experiences
Do you participate in any civic activities?
rarely
Street
Suite or Apt
CA
State
94901
Postal Code
rnknrt I ovine Dnnc 9 r,f '7
List any civic organizations to which you are a member:
none at the moment
Education:
Southern Ca College of Optometry-----O.D. degree UCD..... B.S. degree Sir Francis Drake High School
HighSchool diploma Brookside School ----elementary school diploma
Why are you interested in serving on a board or commission?
i've been involved in the residental planning/building process twice and feel i have lots to offer
Describe possible areas in which you may have a conflict of interest with the City:
none
Robert Levine resume.docx
Upload a Resume
Question applies to Park and Recreation Commission, Planning Commission, Design Review Board
NOTE: All Design Review Board, Planning Commission and Park & Recreation
Commission members are required to file Fair Political Practices Commission Conflict of Interest
Statements, which are open to public review.
[Resolution # 12129]
rnhort I oiiino 0onn 7 of 7
Robert Levine
Education:
- Brookside School San Anselmo, CA
- Sir Francis Drake High School San Anselmo, CA
- College of Marin Kentfield, CA
- University of California Davis, CA
- Southern California College of Optometry Fullerton, CA
Professional Life
Optometrist here in San Rafael since 1979
Planning experience
-Worked with the County of Marin building and planning department to
construct a house in a brand new subdivision
-Worked with the City of San Rafael rebuilding my house after a fire
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Planning Commission
Submit Date: Oct 10, 2016
Status: appointed
Question applies to Planning commission.
The deadline for submitting applications is Wednesday, October 12, 2016, at 5:00 P.M.
Sarah P Loughran
First Name Middle Initial Last Name
Email Address
Street Address
San Rafael
City
San Rafael
Resident of the City of San Rafael for how many years?
Home: (
Primary Phone Alternate Phone
Community and Civic
Self Volunteer/Consultant/Parent
Employer Job Title
Business Address
119 Fernwood Drive San Rafael, CA 94901
Interests & Experiences
Do you participate in any civic activities?
Suite or Apt
CA
State
94901
Postal Code
Yes, see next question for civic and community participation in local government, environmental
organizations, and schools/other programs.
Sarah P Loughran Page 1 of 4
List any civic organizations to which you are a member:
Local Government: Marin County Sheriff's Office: Search and Rescue - Member (2015 -present, 25
searches/rescues, 300 hrs training to date) Marin Chapter — California Grand Jury Association (Board
member, 2014-2016; Implementation Review Committee Co -Chair 2014-2016; Member, present) Marin
County Civil Grand Jury (Secretary and Continuity Committee Chair: 2013-2014) Environment: The
Nature Conservancy — Center for Market Based Conservation Advisory Board Member (7/16 -present);
Researcher and volunteer for Bird Returns Program (100 hours, 2015) Environmental Forum of Marin
Master Class (8/16 -present) Strategic Energy International (San Rafael Education Nonprofit) — Volunteer
researcher and writer (150 hours, 2016) Member: MALT, Marin Conservation League, Bay Area Ridge
Trail Family/Parenting: Absolute Volleyball Club, San Rafael — Team Parent (3 of 4 seasons, 2012-
2016); created and will lead "Jersey Drive" (2016-2017) National Charity League (2014-2015) San
Domenico Middle School, San Anselmo (Class Parent, active PTA member: 2012-2013) Glenwood
Elementary School, San Rafael (Class Parent, active PTA member: 2010-2012)
Education:
Vanderbilt University, BA, Economics, Magna Cum Laude, 1986 University of Michigan, Masters in
Business Administration, 1989 University of Michigan, Masters in Health Services Administration, 1989
College of Marin, 30 credit hours including Biology, Chemistry, Intro. to Environmental Science, Climate
Change, Spanish, 2011-2016
Sarah P Loughran Page 2 of 4
Why are you interested in serving on a board or commission?
I have lived in San Rafael for 15 years and am very interested in serving on the Planning Commission for
many reasons: Service to Community/Make a difference: I am passionate about being a true part of any
community in which I live. This includes participating in community events, making friends and
acquaintances, and serving the community to the best of my ability. I believe that a position on the San
Rafael Planning Commission would enable me to make a real difference by helping ensure that
development is in line with the community's goals as laid out in the General Plan. It is also an opportunity
to encourage civic engagement and dialogue through public hearings. With degrees in Economics and
Business Administration, a successful career in business, and a passion for the environment, I have a lot
of experience working with people with varied interests. I think my complementary experience in local
government as a Grand Juror and as an active parent and neighbor would enable me to get up to speed
quickly on the types of issues relevant to the Planning Commission such as traffic/transportation,
affordable housing, jobs, public health, recreation, and economic vitality. My understanding is that the City
will be revising its General Plan and Climate Action plan over the next few years, as such, this is an
excellent time to serve and make a difference with a lasting impact. Concern for community and
environment — both natural and built: San Rafael is a thriving community of people from many different
cultures with a wide range of backgrounds, education, goals, plans, interests, fears, and dreams. Set
within the beauty, physical boundaries, and legal requirements of Marin County and the State of
California, there are many tradeoffs that must be made to ensure that the City of San Rafael makes the
best possible decisions on behalf of these diverse constituencies. Growth will happen, the challenge will
be to grow in a way that best serves the community in both the short and longer -terms. From my
experience living in San Rafael, traffic/transportation, affordable housing, revitalizing downtown, good
jobs, and homelessness appear to be the most challenging issues facing the City in the near and mid-
term. Longer term issues also include a comprehensive economic development program and adapting to
climate change, specifically drought, bigger storms, and sea level rise. Personal Growth: I believe that
serving on the Planning Commission would provide intellectual challenge and opportunities for problem
solving, both of which I thrive upon and seek out. I am eager to read and participate in training to come up
to speed on land use and development issues. I do my best "work" when collaborating with, and working
for, others. Finally, I most enjoy positions that allow me to work with the same people over time such that
we get to know one another and work together as an effective team. Contribution: I believe I would be a
good commissioner. I understand that land use and development issues are often very complicated and I
am a quick study, highly organized, and eager to learn new things. I have experience with government in
Marin County and have a track record of working closely with others on complex issues to arrive at
conclusions and continue forward momentum. Lastly, one of the roles of the Planning Commission it to
hold public hearings. I have strong listening skills and excellent people skills. Longtime Roots in San
Rafael: Although I am a native of Colorado, I have very longtime roots in San Rafael. I moved to San
Rafael in 2001 not realizing this, and only discovered it when I visited the San Rafael cemetery on a
whim. I had heard at an extended family gathering that there was a family plot and decided to take a look.
Much to my delight and surprise, in my adopted City of San Rafael, are the graves of my grandparents,
great grandparents, and great great grandparents! The first to be buried there were Annie Ward Mailliard
and Adolph Mailliard in 1895 and 1896, respectively. It would be both a pleasure and an honor to serve
my City and community, and simultaneously, that of my ancestors! Thank you for considering my
application for a position on the San Rafael Planning Commission.
Sarah P Loughran Page 3 of 4
Describe possible areas in which you may have a conflict of interest with the City:
None
Resume Sarah 2016 SRPlannina Commission.docx
Upload a Resume
Question applies to Planning Commission, Park and Recreation Commission, Design Review Board.
NOTE: All Design Review Board, Planning Commission and Park & Recreation
Commission members are required to file Fair Political Practices Commission Conflict of Interest
Statements, which are open to public review.
[Resolution # 12129]
Sarah P Loughran Page 4 of 4
SARAH P. LOUGHRAN
PROFESSIONAL PROFILE:
• Senior executive with 20+ yrs business experience in the health care industry
• Experience in business development, product development, management, research, and
PR/marketing
• Excellent communication and organizational skills
• Co-founded Health Grades, Inc. and built Provider Services revenue to $43M
• Currently engaged in numerous volunteer activities focusing on community development,
civic enhancement, and environmental stewardship
EXPERIENCE:
VOLUNTEER 2010 -Present
Marin County Search and Rescue: Member since April 2015; participated in 25
searches/rescues and 300 hours of training to date.
The Nature Conservancy: Center for Market Based Conservation Advisory Board Member,
2016-2017; Research on outreach effectiveness, Migratory Birds Project, 2015.
Marin Chapter of the California Grand Jury Association: Board Member, 2014-2016,-
Implementation
014-2016;Implementation Review Committee Co -Chair, 2014-2016, Member at present.
Strategic Energy International. Volunteer researcher and writer, 2016
Marin County Civil Grand Jury (2014/2014): Researched and co -wrote reports focusing on
special districts, environmental issues, and wastewater management. The Jury produced 13 total
reports. Served as Secretary of the Grand Jury and Chairperson of the Continuity Committee.
HEALTH GRADES, INC.
Executive Vice President
DENVER, CO
1998-2010
• Co-founder and member of senior leadership team.
• P&L responsibility for Provider Services business: grew revenue to $43 million
• Led a team of experts to develop and update methodologies to rate hospitals, nursing
homes, and home health agencies.
• Led all company product development, including new data identification, acquisition, and
deployment; application development for employer and payer applications; internal
application development; and website content.
• Led HealthGrades' public relations and marketing initiatives including frequent media
interviews.
• Spoke regularly at regional and national conferences, including ACHE, SHSMD, and
Forum for Healthcare Strategists.
• Managed 45+ employees
LBA HEALTH CARE SOLUTIONS DENVER, CO
Assistant Vice President 1994-1997
• Consulted with physicians and hospitals nationwide to reduce cost and enhance quality in
Oncology, Orthopedics, and Neurosciences; average client ROI was 10.8x our fee.
• High client satisfaction (top 10%) — sold additional LBA products to 80% of clients.
• Responsible for new product development and product enhancement in the Provider
Solutions Unit.
• Responsible for revenues, expenses, and development of the Oncology Product Line
RUSH NORTH SHORE MEDICAL CENTER SKOKIE, IL
Assistant Vice President 1990-1994
• Operational and fiscal responsibility for all clinical ancillary services. Managed budget of
$15.5 million in direct expenses. Line responsibility for over 200 FTEs.
• Managed $3.5 million outpatient services construction project encompassing 25,000
square feet from program planning to occupancy.
• Led multidisciplinary task force charged with implementing the Open Heart Surgery and
Angioplasty Programs.
• Responsible for the Medical Center's strategic plan and Certificate of Need requirements.
RUSH UNIVERSITY CHICAGO, IL
Instructor; Department of Health Systems Management 1991-1994
• Course Director for Health Care Organizations class.
EDUCATION
THE UNIVERSITY OF MICHIGAN ANN ARBOR, MI
Graduate Schools of Business Administration and Public Health
Master of Business Administration, April 1989
Master of Health Services Administration, April 1989
VANDERBILT UNIVERSITY NASHVILLE, TN
College of Arts and Science
Bachelor ofArts in Economics, magna cum laude, Phi Beta Kappa, May 1986.
Proficient in Microsoft Office Applications and Google Docs
CITY OF SAN RAFAEL A (0 IE 0 W E
APPLICATION TO SERVE AS MEMBER OF TNI
PLANNING COMMISSION SEP 21 2016
(Limited to Three Consecutive Four -Year Terms)
CITY CLERK'S OFFICE
NAME: Jeffrey S. Schoppert
HOME ADDRESS:
CITY / STATE / ZIP CODE: San Rafael, CA 94903
RESIDENT OF THE CITY OF SAN RAFAEL FOR 19 YEARS
PRESENT OCCUPATION: lawyer [includes representation of private property owners in applications for development entitlements,
and public entities in administration and enforcement of inclusionary zoning programs and requirements]
NAME OF BUSINESS: Keegin Harrison LLP
BUSINESS ADDRESS: 1000 4`h St., Suite 600, San Rafael, CA 94901
`HOME & BUSINESS PHONE: (
*E-MAIL ADDRESS:
EDUCATION B.A., Political Science and Sociology, University of California, Santa Barbara, 1972
J.D. magna cum laude, University of San Francisco School of Law (1984)
PARTICIPATION IN THE FOLLOWING CIVIC AND COMMUNITY ACTIVITIES / ORGANIZATIONS:
Director and secretary, San Rafael Public Library Foundation (2010- present) (president 2010-2014)
Co-chair, Committee to Support San Rafael Libraries [Measure D parcel tax campaign](2016)
Treasurer, Committee for a Safer San Rafael — Yes on Measure E [sales tax campaign] (2013)
Co-chair, City of San Rafael Civic Center SMART Station Area Plan Advisory Committee (2010-
2012)
Fundraising chair, San Rafael Library Services Committee in Support of Measure C [parcel tax
campaign] (2010)
Member, City of San Rafael Critical Facilities Advisory Committee (II) (2007-2009)
Director (2004-2009), Chair (2007), San Rafael Chamber of Commerce; Member at times of
Chamber Workforce Housing, Education, Governmental Affairs and Economic vitality committees
(2001-2016)
Director, Marin County Bar Association (1997-1999)
Marin County Superior Court (Volunteer — Bench Bar Settlement Conference panelist; discovery
facilitator; Community Court indigent defendant counsel)
Mock Trial program attorney coach, Terra Linda High School (2001-2003); San Marin High School
(2000)
Assistant Cubmaster and Den Leader, Pack 76, San Rafael, Boy Scouts of America (1997-2000)
[organized cleanup of Freitas ditch in coordination with City of San Rafael Public Works Department
(1999)]
MY REASONS FOR WANTING TO SERVE ARE:
I would like to participate in, and help guide, the upcoming general plan revision process. I
participated in public workshops help in connection with the General Plan 2020 public process. As
co-chair of the Civic Center SMART Station Area Plan advisory committee, I developed an
appreciation for the ability to solicit input from diverse constituencies and viewpoints and believe that
experience would allow me to contribute meaningfully to the general plan update process.
I have represented private developers in connection with various land use entitlement
applications in different parts of the Bay Area and have appeared before zoning adjustments boards,
design review boards, planning commissions, city councils and boards of supervisors — both as a
client representative and as a private citizen. I would like to use that experience to the benefit of the
City of San Rafael, its residents, and those who seek to persuade the planning commission in the
exercise of its authority.
DESCRIBE POSSIBLE AREAS IN WHICH YOU MAY HAVE A CONFLICT OF INTEREST WITH THE CITY:
Since 1992, 1 have been the lawyer in my firm responsible for representation of Housing
Authority of the County of Marin in connection with the administration of the Below Market Rate
Homeownership Program (the"BMR Program"). City of San Rafael BMR (ownership affordable
housing) units created through the City's inclusionary housing provisions in the General Plan Housing
Element and the zoning ordinance are administered by the Housing Authority pursuant to an
agreement between the two public entities. The Housing Authority is reimbursed by the City of San
Rafael for attorneys' fees incurred by the Housing Authority in connection with San Rafael BMR units.
Hence, my law firm has received indirectly payment of fees by the City.
I withdrew as a partner from my firm at the end of 2015 and no longer participate in the
distribution of earnings and profits attributable to legal work for the Housing Authority, although I
continue to be compensated on an hourly basis for such work. I am currently in the process of
winding down my practice with the firm and expect to fully retire and cease my representation of the
Housing Authority by the end of 2016.
DATE: September 20, 2016 SIGNATURE
Filing Deadline:
Date: Wednesday, September 28, 2016
Time: 5:00 p.m.
el �.�.
Mail or deliver to: City of San Rafael, Dept. of City Clerk
City Hall, 1400 Fifth Avenue, Room 209
P.O. Box 151560
San Rafael, CA 94915
`This information will be kept confidential, to the extent permitted by law.
