HomeMy WebLinkAboutCC Voter Approved Tax Oversight Committee Interviews____________________________________________________________________________________
FOR CITY CLERK ONLY
Council Meeting: November 2, 2022
Disposition: Interviewed applicants and appointed Charles Friede, Stephen Roth and Tracey
Broadman to four-year terms to the end of November 2026, and Caleb McWaters and Sierra Bloyd
to two-year terms to the end of November 2024 on the Voter Approved Tax Oversight Committee.
Special Meeting
Agenda Item No: SM 2
Meeting Date: November 2, 2022
SAN RAFAEL CITY COUNCIL STAFF REPORT
Department: City Clerk
Prepared by: Lindsay Lara, City Clerk City Manager Approval: ___________
TOPIC: VOTER APPROVED TAX OVERSIGHT COMMITTEE INTERVIEWS
SUBJECT: INTERVIEW APPLICANTS AND MAKE APPOINTMENTS TO FILL
THREE FOUR-YEAR TERMS TO THE END OF NOVEMBER 2026 AND
TWO TWO-YEAR TERMS TO THE END OF NOVEMBER 2024 ON THE
NEWLY ESTABLISHED VOTER APPROVED TAX OVERSIGHT
COMMITTEE
RECOMMENDATION:
Interview the following applicants and make appointments to fill three four-year terms to
the end of November 2026 and two two-year terms to the end of November 2024 on the
newly established Voter Approved Tax Oversight Committee.
Name
Brian Holcomb
Caleb McWaters
Charles Friede
Edward Labarre
Jared White
Sierra Bloyd
Stephen Roth
Susan Clark
Tracey Broadman
BACKGROUND:
The Voter Approved Tax Oversight Committee was established on September 6, 2022,
which consolidated oversight of all of the City’s voter approved measures into one five-
member committee, the Voter Approved Tax Oversight Committee, which would provide
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
independent oversight on all voter approved tax measures. The Committee will establish
a meeting schedule upon appointment of members.
The City Clerk’s office opened the recruitment for applications on September 7, 2022,
sent the invitation to submit applications to the members of the Special Library Parcel Tax
Committee, Cannabis Industry Tax Oversight Committee, and the Measure E ‘TUT’
Oversight Committee. The City Clerk’s office was in the middle of recruitment for the
Special Library Parcel Tax Committee and the Cannabis Industry Tax Oversight
Committee, so in addition the applicants for those Committee’s were informed of the
newly established Voter Approved Tax Committee and asked if they would like to have
their application used for the Voter Approved Tax Oversight Committee.
ANALYSIS:
The City Clerk’s office received a total of nine (9) applications for the five (5) vacancies,
verified applicant eligibility, and scheduled a Special City Council meeting to conduct
interviews. Staff recommends interviewing the applicants and making appointments to
the Oversight Committee with staggered terms ending in November 2024 and November
2026.
FISCAL IMPACT: There is no fiscal impact associated with this item.
COMMUNITY OUTREACH:
The call for applications for the Voter Approved Tax Oversight Committee was advertised
through mass email notification, the City website, social media platforms, physically
posted at City facilities, sent to members of the Oversight Committee’s of Measures D, E
and G, and sent to any current applicants for those Oversight Committees.
RECOMMENDED ACTION:
Interview the applicants and make appointments to fill three four-year terms to the end of
November 2026 and two two-year terms to the end of November 2024 on the newly
established Voter Approved Tax Oversight Committee.
ATTACHMENT:
1. Nine (9) Applications
2. Voter Approved Tax Oversight Committee Bylaws
Boards and Commissions Application
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Q1
Contact Information
First and Last Name Brian Holcomb
Address
City/Town San Rafael
State/Province CA
ZIP/Postal Code 94901
Email Address
Phone Number
Q3
What Board would you like to apply to?
Voter Approved Tax Oversight Committee
Q7
How long have you lived in San Rafael?
2 years
Q8
Business Information
Company Spikegadgets
Address 883 Sacramento St
City/Town San Francisco
ZIP/Postal Code 94108
#1
COMPLETE
Collector: Web Link 1 (Web Link)
Started: Sunday, October 02, 2022 12:48:32 PM
Last Modified: Sunday, October 02, 2022 12:56:33 PM
Time Spent: 00:08:01
IP Address: 76.218.219.229
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Boards and Commissions Application
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Q9
How did you hear about this vacant position?
Other (please specify):
City Manager told me on phone
Q10
Do you participate in any civic activities? If so, what are they?
Looking to.
Q11
List any civic organizations of which you are a member:
None
Q12
Education:
Bachelors degree. IT Management
Q13
Why are you interested in serving on a board or commission?
To be involved in my community
Q14
Describe possible areas in which you may have a conflict of interest with the City:
Building permits
Q15
Upload your resume.
Resume202110310835.pdf (485.8KB)
Q16
Ethnicity
Q17
To which gender do you most identify?
Page 4: Demographics
Boards and Commissions Application
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Q18
How old are you?
BRIAN S. HOLCOMB
M ANUFACTURING M ANAGEMENT P ROFESSIONAL
Solution and results driven management professional with over 10 years experience that posseses a unique combination of
technical expertise and finely tuned business acumen. Innate ability to identify problematic areas and institute innovative
processes that improve quality, enhance production, and reduce expenses. Outstanding employee management skills wi th
passion for coaching, training, and tracking individual and team goals, skills, and success. Thrives in fast -paced
environments where attention to detail, steadfast leadership, and unsurpassed quality is the key to team and company
success.
Technical Skills & Compentancies:
Production Management | Team Leadership and Coaching | Technical Innovations | Continuous Process Improvements |
Solution Delivery | Quality Assurance | Automotive Production Proprietary Systems | Production Variances |
Customer Specifications | Inventory Management | Performance Management | Production Auditing |
Defect and Machine Repair | Project Management | Complex Problem Resolution | Safety Management and Improvement |
MS SQL Server Management Studio | Java | HTML | CSS | SQL | MS Visio | Parrallels Virtual Studio | Eclipse Java Developer |
Adobe Creative Cloud Studio | MS Excel | MS Office | MS Access
P ROFESSIONAL E XPERIENCE
PENUMBRA, INCORPORATED 07/2019-Current
Production Supervisor
Responsible for the productivity, safety, and quality of a high-tech biomedical catheter.
Leads continuous improvement projects.
Manages risk mitigation activites, along with product delivery, inventory analysis, and metric analysis.
Applied training and coaching methodologies to safety, quality, and manufacturing processes.
Developed training and development plans for manufacturing associates
Maintains standardized gMP training documents.
Train and maintain staff to gDP.
Performed audits of training objectives and process SOPs.
Interview and hire potential product builders.
Develop and create manufacturing build plans for the department.
Coordinate product and engineering work orders.
ATCO INDUSTRIES – Fremont, CA 3/2019 to 6/2019
Operations Manager
Supervised and built teams at multiple client sites focused on the process of problem resolution.
These resolution tasks included sorting inspections, material rework and repair, and quality inspection with the
goal of delivering these services using the quickest, most efficient methods, along with auditing of standardized
work processes and safety practices.
Brian Holcomb brian@mischiefmanaged.com
BUSINESS BLENDER – Palo Alto, CA 2018 to 3/2019
Project Manager/ Consultant
Conducted industry-specific research of autononmous and preventative maintenance technologies within the
automotive industry.
Facilitated client interaction and project schedule creation using domain expertise gained from the automotive
industry.
GENERAL MOTORS – Lansing, MI 2012 to 5/2018
Team Leader
Oversee world-class automobile production line utilizing cutting edge technologies with direct oversight for manpower,
tooling, resource allocation, safety, and equipment. Successfully manage workforce for the production of 250 to 300 cars
daily. Implement continuous process improvements related to quality assurance, tool utilization, and forecasting
fluctuations within internal policies and procedures. Identify manufacturing defects a nd execute repair requirements and
maintenance throughout line as needed. Drive cross-functional collaboration and lead interdepartmental communications
when implementing process changes and new product introductions. Work closely with union and lead, moti vate, and train
team to enhance production and maximize efficiencies.
Notable Achievements:
Continuously drive process improvements with innovative methods and resources; evaluate assembly and
production needs 4X annually and implement change throughout workforce to effectively optimize production.
Identified key defect within 2019 model year automobile; communicated with mul tiple departments to correct and
reduced post-production expenses by correcting defect during production.
Facilitated entire team training consisting of 50+ assemblers and 4-5 team leaders with minimal production
downtime; implemented cross-training modules and educated teams on all aspects of jobs.
Manage employee performance and maintain metrics on each employee detailing level of knowledge, skills, and
training; developed goal attainment board to ensure team goals are tracked, audited, and aligned with c ompany.
DENSO MANUFACTURING OF MICHIGAN – Battle Creek, MI 1991 to 2011
Machine Technician
Crane Operator
Production Assembly
Progressive success throughout tenure leading to an integral role as Machine Technician. Initially hired to assemble
automotive components within fast-paced environments followed by heavy duty crane operation for the manufacture of
automotive condensers. Based on success and skill level, promoted to Machine Technician to facilitate the improvement of
quality and tools on a daily basis. Continuously implemented innovative processes during machine and tool repair that
enhanced productivity. Liaised between productio n, Journeyman Repair, and Engineering team.
E DUCATION AND P ROFESSIONAL D EVELOPMENT
PURDUE UNIVERSITY GLOBAL | C HICAGO , IL
B ACHELORS D EGREE , I NFORMATION T ECHNOLOGY M ANAGE MENT
A SSOCIATE D EGREE , A PPLIED S CIENCE IN I NFORMATION T ECHNOLOGY
C ONCENTRATION IN M U LTIPLATFORM S OFTWARE D EVELOPMENT | S UMMA CUM L AUDE
KEL L OGG COMMUNITY COLLEGE | B ATTLE C REEK, MI
M ACHINE T ECHNICIAN P ROGRA M
Boards and Commissions Application
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Q1
Contact Information
First and Last Name Caleb McWaters
Address
City/Town San Rafael
State/Province CA
ZIP/Postal Code 94901
Email Address
Phone Number
Q3
What Board would you like to apply to?
Voter Approved Tax Oversight Committee
Q7
How long have you lived in San Rafael?
Approximately 20 months
Q8
Business Information
Respondent skipped this question
Q9
How did you hear about this vacant position?
Other (please specify):
City of San Rafael Website
#1
COMPLETE
Collector: Web Link 1 (Web Link)
Started: Wednesday, October 12, 2022 8:13:53 AM
Last Modified: Wednesday, October 12, 2022 8:27:13 AM
Time Spent: 00:13:20
IP Address: 165.225.243.89
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Boards and Commissions Application
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Q18
How old are you?
Caleb K. McWaters, P.E.
PROFILE
Leader and Construction Project Executive with experience managing a diverse suite of public and private
construction projects largely in Northern California.
• Comprehensive project management experience including estimating, preconstruction, teambuilding
of the management team, budgeting/scheduling, and subcontracting for projects greater than $100M
annually.
• Strong leadership, personnel management, and communication skills; 13+ years experience leading
wide-range of project engineers, project managers, and field supervisors to create effective project
teams.
• Utilize all current CM software including Primavera 6, HCSS (Heavyjob/Heavybid), Bluebeam,
AutoCAD, and Sage 100.
EDUCATION
Professional Engineer, Civil Engineering (CA License #84992)
Board for Professional Engineers, Land Surveyors, and Geologists, December 2015
Certified Project Management Professional (PMP #1582962)
Project Management Institute, February 2013
Master of Science, Industrial Management (1-Year MBA)
Krannert School of Management, Purdue University, August 2011
Bachelor of Science, Civil Engineering
US Coast Guard Academy, New London, CT, May 2008
EXPERIENCE
Project Executive (Anvil Builders Inc.) April 2021-Present
- Westside Pump Station Reliability Improvements $50.5M
3-Year project to improve SFPUC’s wastewater reliability by providing new backup power and
essential mechanical/HVAC equipment. Work largely consists of installing new bar screen
assemblies, 54” knife gate valve and associated steel piping, construction of new concrete CIP
electrical building and retaining wall, electrical power systems, equipment, appurtenances
including PG&E metering unit and substations with switchgear and transformers, VFD’s, rooftop
photovoltaic, associated site civil work.
- Alameda Creek Recapture Project $19.5M
Project to install (4) 350-hp pumps within an existing collection pond to allow future SFPUC use of
Alameda Creek runoff throughout the Sunol water distribution network. Project includes new
electrical building and all associated power systems and equipment, 36”/16” welded steel pipe and
gate valves, 12” HDPE pipe, floating mooring/pump barges and anchorages, and all site security
and civil work.
Project Manager (Anvil Builders Inc.) February 2017-April 2021
- DB-129.2 Bay Corridor Transmission and Distribution Phase II (South) $31M
2-year Design-Build project for SFPUC to install ~8,000 liner feet of High and Medium Voltage duct
bank in San Francisco. Worked with owner and subcontracted engineering firm to execute this
design-build project from 35% design through the completion of construction. Work included 5
Pilot-Tube Guided Auger boring operations (36/54”) under Union Pacific and SF-Muni railroad
tracks and over 60,000 LF of conduit installation. Other associated work included
relocation/installation of 12” AWSS pipe and 8” ductile iron (PUC water).
- Presidio QMR Culvert Installation $10M
Work was to install new concrete CIP culvert under Mason Street in the Presidio SF to allow tidal
flows from Crissy Marsh to communicate to upland areas and storm runoff back through the marsh
into the bay. Work consisted of relocation or removal of existing utilities, sheetpile shoring and
excavation, temporary bypass water system installation, concrete installation, grading of wetlands,
and all associated site civil and restoration work.
- Paradise Debris Clean-up $81M
In response to one of the largest wildfire disasters in the history of the US (Camp Fire), managed
one of the 3 contractors tasked with performing the debris clean-up efforts. With very little notice
assembled a project team and presence onsite and began debris offhaul with 5-crew. At peak
production managed 17 crews, over 150 employees, and over 220 truckers daily. Within 4 months
the bulk of the work was completed totaling 1.9M tons safely offhauled.
- Woolsey Fire Debris Clean-Up $14M
Simultaneously with the Paradise Debris clean-up, managed a second debris clean-up effort in
southern California. Although there was obvious overlap, the difficulties in accessibility and local
union issues made this project extremely challenging. Work was similarly completed safely and
with respect to all homeowners and those affected by the tragedy.
- Lower Crystal Springs Stilling Basin Outfall $6.5M
Environmentally friendly project to construct new fish passage for San Mateo Creek and included
other mechanical improvements. Enabling work included a temporary creek diversion and
biological sensitive species relocation. Mechanical work included new 24” ductile iron pipe, 72”
linestop, 12”/24” gate valves and associated piping.
- Cherry Dam Outlet Works Rehabilitation $7M
Award Winning project to rehabilitate a remote dam outlet facility (Hetch Hetchy) including
replacement of 66” fixed cone valves, repair of 84” butterfly valves, ancillary valves and 18” welded
steel piping systems, structural concrete, PLC panel and electrical installation, and underwater
diving operations. Project was awarded the San Francisco Collaborative Partnering Award (2018)
for infrastructure projects <$10M for exemplifying excellence in team problem solving.
- Putnam 48” Welded Streel Pipe Watermain Replacement $5.5M
Installation of 1300 ft of 48” welded steel pipe, 200 ft of sliplined 36” welded steel pipe, and 1800 ft
of 8” ductile iron pipe and water services. Project included steep San Francisco slopes, overhead
wires, utility crossings, coordination with sister utilities, and local community interaction
throughout.
- Sunol Valley Water Treatment Plant Powdered Activated Carbon System $6.5M
Construction of new Powdered Activated Carbon storage and feed system including two 80,000-
gallon reinforced concrete tanks, 40-HP mixers, feed and transfer pump systems, mechanical piping
and valves, electrical and instrumentation, and civil/site work. Project is under fixed timeline to
accommodate scheduled plant shutdowns. Project will successfully integrate new water treatment
system into fully operational plant.
- City of Sonoma Watermain Replacement $2.5M
Installation of 2600 ft of new 8” PVC watermain on HWY 12 in Sonoma including new fire and
water services. Night work project required creative and flexible management, successfully
completed on time and under budget.
- Potrero Power Plant Underground Utilities $1M
Work completed for PG&E in support of the remediation of Potrero Power Plant. Scope included
demolition and restoration of underground utilities including electrical, storm sewer, and oily
water. Additionally, completed reinforced 300-CY concrete slab to accommodate ISS batch plant
cement tanks.
Senior Project Engineer (Anvil Builders Inc.) July 2016 – February 2017
- PG&E Shoreline Restoration Project $17M
Cradle to grave ownership of a time critical and highly sensitive remediation and construction
project. Managed tight schedule and design-build architecture program to execute project within
competing California wildlife work windows. Self-performed all concrete including architectural
flatwork, wall foundations, and architectural seatwall construction. Additionally, self performed all
underground utility installations including domestic water service and reclaimed irrigation.
Leveraged electrical, miscellaneous metals, and grading subcontractors. Developed and managed
detailed P6 project schedule and managed biweekly design coordination meeting. Worked closely
with PG&E environmental consultants to ensure Naturally Occurring Asbestos controls were
successful and sensitive plant and bird communities were protected. Utilized local hire workforce
to achieve local community hiring goals.
Civil Design Engineer (U.S. Coast Guard) August 2015 – July 2016
- Perform full suite of project design activities including site investigations, specification and drawing
preparation, cost estimating, and environmental/contracting coordination.
- Provide technical engineering support during contract bidding and negotiations.
- As construction manager, ensures strict contract adherence, liaison for all stakeholders, performs QA,
evaluates modifications, and manages invoices and payment of contractors.
Managed Large Portfolio of USCG Facilities values at $25M:
- Waterfront Inspections and Maintenance Program Manager for USCG West Coast (37 facilities).
o Ensure contract inspections are complete on all US Coast Guard waterfront assets including
piers, wharfs, floating docks, and load bearing structures.
o Create commercial maintenance contracts to correct deficiencies discovered.
o Generate cohesive response to emergency casualties within tight timelines to ensure critical
Coast Guard response operations remain available.
- Tower Program manager for USCG West Coast (186 towers).
o Leads maintenance and repair contracts for all towers on rotating schedule.
o Leads climber safety courses as primary safety officer, students qualified to climb 90’.
Industrial Manager (U.S. Coast Guard) August 2011 – July 2015
- Led 3 distinct industrial departments through a period of volatile organizational change including the
stand-up of a nationally centralized work center, changing organizational structures, and complete
overhaul of all business processes. Ensured consistent and high quality work was produced
throughout.
- Self performed $3M in civil construction, repair, and naval repair work annually.
- Contributed valuable recommendations to the improvement of metrics, the efficiency of work
processing and how to integrate three separate timekeeping systems.
- Greatly improved processing times for required preconstruction paperwork.
- Supervised 45 diverse tradesmen and administrative staff at 3 geographical sites. For 1 year, managed
8 direct reports, ensuring pay, evaluations, and administrative work was completed in addition to
normal responsibilities.
- Led execution of multiple projects at one time, balanced workforce to ensure on-time delivery. -
Accountable for final review of all plans and estimates for projects, ensuring cost and scope accuracy
prior to award.
- Daily use of Primavera P6 project management software to monitor and de-conflict schedule and
resource allocation.
Assistant Engineer Officer (U.S. Coast Guard) May 2008 – June 2010
Onboard a medium endurance Coast Guard cutter, led two engineering divisions with increased
responsibility throughout, culminating in command of the engineering department (35 engineers)
during a 2-month patrol.
- Ensured proper operation and maintenance of the electrical, HVAC, auxiliary water, sewage, and
emergency response machinery on board a 270' Coast Guard Cutter.
- Government contract representative for 17 work items during 3-month dry dock project for a $50M
CG asset. Ensured QA, specification adherence, and drafted contract modifications. Dry dock was
completed on time allowing vital Coast Guard asset to return to service.
- Qualified Underway Officer of the Deck and Engineer of the Watch within first year.
Boards and Commissions Application
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Q1
Contact Information
First and Last Name Charles Friede
Address
City/Town San Rafael
State/Province CA
ZIP/Postal Code 94901
Email Address
Phone Number
Q3
What Board would you like to apply to?
Voter Approved Tax Oversight Committee
Q7
How long have you lived in San Rafael?
7 years
Q8
Business Information
Respondent skipped this question
Q9
How did you hear about this vacant position?
Other (please specify):
Current member of Cannabis Oversight Committee
#3
COMPLETE
Collector: Web Link 1 (Web Link)
Started: Wednesday, September 07, 2022 9:17:22 PM
Last Modified: Wednesday, September 07, 2022 9:28:59 PM
Time Spent: 00:11:36
IP Address: 98.37.28.71
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Q10
Do you participate in any civic activities? If so, what are they?
Current member of San Rafael Cannabis Oversight Committee
Q11
List any civic organizations of which you are a member:
Coalition of Sensible Taxpayers (COST)
Q12
Education:
BA in Economics; MBA.
Q13
Why are you interested in serving on a board or commission?
I am interested in learning more about how city government works, and I would like to help ensure that tax revenues are spent as
intended.
Q14
Describe possible areas in which you may have a conflict of interest with the City:
No conflicts
Q15
Upload your resume.
C Friede Resume Sept 2022.pdf (157.4KB)
Q16
Ethnicity
Q17
To which gender do you most identify?
Page 4: Demographics
Boards and Commissions Application
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Q18
How old are you?
PAGE 2 CHARLES R. FRIEDE, MBA
CEPHALON, INC. ● Frazer, PA 1999 – 2011 (Merged with Teva, October 2011)
Director, Corporate Financial Planning & Analysis
Directed corporate level budgeting, analysis, and reporting in support of rapid company growth.
• Created and managed quarterly forecasting and annual budgeting process as company expanded from
under $100 million to over $2.8 billion in revenue, and from one US marketed product to 8.
• Established and led Long Range Planning process, including development of P&L,
Balance Sheet, and cash flow models.
• Expanded forecasting and reporting models to integrate four major corporate acquisitions.
• Partnered effectively with senior management to provide presentations and analytical support for
monthly Executive Committee meetings and quarterly Board of Directors meetings.
• Developed quarterly sales and earnings guidance for analysts and investors.
• Provided critical financial modeling and support for senior management and investment
bankers during successful defense against hostile takeover.
• Key player during due diligence and integration phase of merger with Teva Pharmaceuticals.
• Supported Business Development group in analysis and modeling for potential acquisitions.
• Provided Financial Analysis and support for R&D and Commercial collaborations.
NOVACARE, INC. ● King of Prussia, PA 1995 – 1999
Manager of Financial Analysis
Managed budgeting, analysis, and management reporting for largest division of $1 billion + health care
firm.
• Implemented new budgeting/reporting system using Comshare (GEAC) multidimensional database.
• Led redesign of reporting, analytical tools triggered by change in Medicare reimbursement process.
• Designed sophisticated staffing models showing impact of productivity and turnover on revenue,
expense, and profitability.
THE FRANKLIN MINT ● Franklin Center, PA
Manager, Planning and Analysis
Financial, Systems, and Operations work for a privately held $700 million direct marketing company.
• Developed revenue and profitability models by product line and marketing channel, including analysis
of promotion cost, attrition, and bad debt.
• Managed annual budget process for US and Canada, including development of departmental budgets,
P&L’s, and capital budget for $400 million division.
CONTAINER CORPORATION OF AMERICA ● Wilmington, DE
Plant Controller, Plastics Division
Managed financial operations of small manufacturing business (division of a $2 billion international firm),
including responsibility for financial accounting, cost accounting, fixed asset management, A/P, and A/R.
⎯ EDUCATION ⎯
MBA, Management • University of Virginia • Charlottesville, VA
Colgate Darden Graduate School of Business Administration
B.A., Economics • University of North Carolina • Chapel Hill, NC
Boards and Commissions Application
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Q1
Contact Information
First and Last Name Edward LaBarre
Address
City/Town San Rafael
State/Province CA
ZIP/Postal Code 94901
Email Address
Phone Number
Q3
What Board would you like to apply to?
Voter Approved Tax Oversight Committee
Q7
How long have you lived in San Rafael?
Thirteen years.
Q8
Business Information
Company I am a retired attorney. Not in business.
Q9
How did you hear about this vacant position?
Friend
#5
COMPLETE
Collector: Web Link 1 (Web Link)
Started: Tuesday, September 13, 2022 2:16:06 PM
Last Modified: Tuesday, September 13, 2022 2:43:13 PM
Time Spent: 00:27:06
IP Address: 108.236.115.51
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Boards and Commissions Application
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Q10
Do you participate in any civic activities? If so, what are they?
Yes. I am an active member and past President of the Sausalito Rotary Club.
Q11
List any civic organizations of which you are a member:
Rotary Club of Sausalito
Q12
Education:
Post graduate: Juris Doctorate. Undergraduate: B.A. Psychology
Q13
Why are you interested in serving on a board or commission?
I would like to be of service to this community, and I believe I have the intellectual skills including the analytical and critical thinking
skills to assist with tax oversight.
Q14
Describe possible areas in which you may have a conflict of interest with the City:
None.
Q15
Upload your resume.
September 2022 Resume.pdf (24.2KB)
Q16
Ethnicity
Q17
To which gender do you most identify?
Page 4: Demographics
Boards and Commissions Application
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Q18
How old are you?
1
EDWARD J. LABARRE
Married to Ellen Arbit
Three children: Caroline LaBarre, business management; Elizabeth LaBarre, geophysicist;
Zachary LaBarre, Arborist.
Education
Juris Doctorate, California Western School of Law, 1976
B.A. Psychology, San Diego State University, 1973
Profession: Private Practice Attorney
Currently licensed in Colorado and California state and federal courts and admitted to
practice in the Ninth Circuit Federal Court of Appeals and the United States Supreme
Court..
Previous occupations included: ranch hand, auto mechanic, machinist, carpenter and
residential construction superintendent.
Professional Experience:
2003 to Present:
Private practice in California and Colorado. Recent cases include civil litigation
including prosecution of civil rights cases, construction contracts, defense and
prosecution of civil claims and appeals, criminal cases including assistance with the
prosecution and defense of homicide cases, the defense of an employment lawsuit, the
prosecution of mechanics liens, and consultation on land development and building
construction..
1981-2003 Private law practice in Colorado Springs, CO. The practice included
insurance defense of claims brought against building contractors and municipal districts,
the prosecution of various civil cases including civil rights cases, criminal defense and
workers compensation cases.
1977-1980 Deputy City Attorney for the City of Colorado Springs, Colorado.
Responsibilities included misdemeanor prosecution, ordinance drafting, land use
enforcement and oversight, civil claim review, and the defense of civil cases.
Noteworthy Published Appelate Cases
Dixon v. Richer and Yarbrough, 922 F2d 1456 (10th Cir. 1991) Application of the
Fourth Amendment in police brutality cases was extended and defined.
Carter v. Lovelace, 844 P2d 1288 (Colo. App. 1992). The opinion distinguished
assumption of the risk from comparative negligence
2
Shipley v. People, 45 P3d 1288 (Colo. 2002). The Colorado Supreme Court en banc
unanimously held that a mandatory 24 year sentence did not preclude a sentence to
probation or some other alternative to a prison sentence. After the Colorado Supreme
Court’s opinion was rendered, the trial court reduced Defendant’s 24 year prison sentence
to probation.
Rantz v. Kaufman and Levinson, 109 P.3d 132 (Colo. 2005). The Colorado Supreme
Court en banc unanimously held that a convicted defendant did not have to obtain post-
conviction relief before filing a lawsuit against the attorneys who represented him in the
underlying criminal case.
Honors and memberships:
Rotary Club of Sausalito, President 2018-2019
Nominated by Rosa Parks for recognition by the National Campaign for Tolerance.
Attended the National Security Seminar at the Army War College, Carlisle Barracks..
Civic Service
Current member of the Board of Directors of the Sausalito Rotary Club.
Former member of the Board of Directors of the Rotary Housing Corporation, overseeing
two Sausalito senior housing complexes from 2014 to 2020.
Former member of the Board of Directors of the Rotary Club of Sausalito Charitable
Foundation, Inc. 2017 - 2021
Volunteer for ExtraFood delivering food to many Marin County needy recipients
including senior centers, Buckelew Programs, Family Center Schools, Saint Vincent de
Paul, Whistlestop, Marin Services for Men, Ritter House San Rafael, and New
Beginnings, Novato, from May 2018 to present.
Attended and participated in Jared Huffman Town Hall Meetings in San Rafael.
Service on Eagle Board of Review for potential Eagle Scouts, August 2018 to present.
Served on Colorado Springs Teen Court 2000 to 2002.
Served the Sausalito General Plan Advisory Committee and participated in Sausalito City
Council meetings regarding the Sausalito General Plan.
Hobbies and Interests
Sailing. Certified by the American Sailing Association to skipper multihull and
monohull bareboats offshore, including charter sailboats.
Horses and mules.
Foreign and domestic travel and touring.
Boards and Commissions Application
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Q1
Contact Information
First and Last Name Jared White
Address
City/Town San Rafael
State/Province CA
ZIP/Postal Code 94903
Email Address
Phone Number
Q3
What Board would you like to apply to?
Voter Approved Tax Oversight Committee
Q7
How long have you lived in San Rafael?
Since 2018
Q8
Business Information
Respondent skipped this question
#2
COMPLETE
Collector: Web Link 1 (Web Link)
Started: Wednesday, September 07, 2022 8:20:41 PM
Last Modified: Wednesday, September 07, 2022 8:50:38 PM
Time Spent: 00:29:57
IP Address: 104.28.124.35
Page 1
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Boards and Commissions Application
2 / 3
Q9
How did you hear about this vacant position?
City Manager's Newsletter,
Other (please specify):
I’ve been applying to a few boards to find a place I can add
value and serve my community, and originally applied to the
cannabis tax board - I was informed that it was being
consolidated so I am assuming this is the result of that.
Q10
Do you participate in any civic activities? If so, what are they?
I’ve been trying too!
Q11
List any civic organizations of which you are a member:
N/A - but I am trying to get involved and am passionate about community change efforts by the community - change comes
collectively from within! I am actively participating and a member of some politically neutral “voter information” groups to help get more
participation in the civic process nationally as well.
Q12
Education:
Bachelors degree
Q13
Why are you interested in serving on a board or commission?
I believe that everyone has a duty to step up and contribute to their community - I want to be part of affecting change for good for the
next generation and I want to be a part of giving back so that the Marin my son inherits is better than the one my wife has grown up in
and I have inherited from her - our family has deep roots and I want to honor those by advocating and participating in the process
Q14
Describe possible areas in which you may have a conflict of interest with the City:
Nothing I can think of! I am no longer working for Apple, my current employer is a destination services provider that helps people
relocate and settle in their new home - I am an Area Operations Manager for Northern Bay Area south through San Francisco.
Q15
Upload your resume.
Jared+White+Resume+2022+a.pdf (1.3MB)
Boards and Commissions Application
3 / 3
Q16
Ethnicity
Q17
To which gender do you most identify?
Q18
How old are you?
Page 4: Demographics
JARED WHITE
-Managed Technical Support team serving over 1100 customers per week.
-Created a performance and self-development culture around ever
evolving company priorities to meet or exceed complex KPIs.
-Created scaleable structure for interviewing, hiring and training
platform for support team of 60+ technicians.
-Managed B2B sales team focused around creating sustainable
revenue pipeline for Apple@Work Business.
-Managed technical support team of varying skill levels and
technical savvy. Responsible for one of the highest performing
teams in technical service accuracy and customer satisfaction in
33 retail stores
-Directly responsible for 15-20 cross functional team members.
-Responsible for performance and strategy of Support Experience
of 60+ technician organization, both in customer facing
queues, repair strategy, and “backstage” systems that support
Customer Experience
-Managed scheduling, staffing, queuing system strategy, and KPIs in highly
ambiguous environment.
-Acting Senior Manager for largest Retail Location in San Francisco Market
2021-2022
-Retail at Home Experience Manager during COVID-19 pandemic responsible for
ensuring clear objectives and performance management for team members
supporting customers remotely
Manager (Technical Support / B2B)
-Manage Operations and Inventory Specialists responsible for back
end systems and processes supporting San Francisco Retail location
-Ensure operational readiness and excellence across multiple teams
in inventory, systems, and preservations
-Manage critical tasks and key issues over appropriate teams
-Investigate and resolve inventory discrepancies or system outages
-Ensure team is accountable to results in dynamic and complex
environment
Manager (Technical Support & Retail Store Operations)
APPLE, INC – 2014 - Present
Accomplished and driven People
Leader with a keen focus on the
customer experience and a proven
track record of measurable and
scaleable success to support
company priorities. Skilled in
driving engagement in my team,
and developing careers through
empowerment.
PROFILE
Selected Skills
Driving Results
People Leadership
Data Analysis and Support
Customer Experience
Interviewing, Hiring, Staffing,
Onboarding
Scaling Processes and Systems
Limited Front End Dev : HTML /
CSS / PHP
Microsoft Office / G-Suite /
Apple Hardware & Software
Tableau / Medallia / KRONOS
-Society of Illustrators New York
Awards Shows (2014, 2015) -Carpenter, Woodworker,
Craftsman -Accomplished Drummer, Local
Bay Area Music Scene
Relevant Work Experience
2017 – Nov. 2021 :
Nov. 2021 - Present
Education
Bachelors of Fine Arts : Illustration
California College of the Arts
Hobbies & Interests
JARED WHITE
-Established and set the standard for a new company wide training role.
-Created and delivered internal training that demonstrated new products and
services.
-Helped strategize, develop, and execute a community hub in a
street side location that integrated Apple products & services
priorities into educational sessions based on customer needs both
for consumers and businesses.
-Lead training platform for B2B sales team with local businesses to deepen
relationship with Apple.
-Sales expert with emphasis on new business account
acquirement and individual contributor exceeding all KPI goals
-Apple Business Team Specialist responsibilities included new
account outreach, account management, and outreach campaigns
focused on reinvigorating previously dormant accounts.
Senior Sales Rep & Trainer
-Team Lead for planning and executing large corporate events and
product launches.
-Create clear direction for retail teams from continental U.S. for
individual roles in executing highly visible Apple Events, both at
Apple Campus and other convention centers
-Worked directly with Marcom and Events team around event
management strategies including managing crowds, attendee
experience, and compliance with privacy policies
2014 - 2017 (promoted to Sales Coaching Lead):
Retail Team Lead : Marketing and Events Career Experience
-Developed sales training platforms, lead pilot programs that
influenced company strategy, gathering and delivering positive and
constructive feedback, and managing Genius Bar technical support
queues and sales floor resource management.
-Team Lead focused on driving company sales & experience
priorities through development and coaching of sales team.
-Drive for results - team was consistently top performing for
company priorities including new program adoptions, ownership
opportunities, and services adoption.
-Lead out best practices for sales team and set the standard for performance
culture
Sales Coaching Lead
2017 - Promoted to Manager
Accomplished and driven People
Leader with a keen focus on the
customer experience and a proven
track record of measurable and
scaleable success to support
company priorities. Skilled in
driving engagement in my team,
and developing careers through
empowerment.
PROFILE
Selected Skills
Driving Results
People Leadership
Data Analysis and Support
Customer Experience
Interviewing, Hiring, Staffing,
Onboarding
Scaling Processes and Systems
Limited Front End Dev : HTML /
CSS / PHP
Microsoft Office / G-Suite /
Apple Hardware & Software
Tableau / Medallia / KRONOS
-Society of Illustrators New York
Awards Shows (2014, 2015) -Carpenter, Woodworker,
Craftsman -Accomplished Drummer, Local
Bay Area Music Scene
Education
Bachelors of Fine Arts : Illustration
California College of the Arts
Hobbies & Interests
Boards and Commissions Application
1 / 3
Q1
Contact Information
First and Last Name Sierra Bloyd
Address
City/Town San Rafael
State/Province CA
ZIP/Postal Code 94903
Email Address
Phone Number
Q3
What Board would you like to apply to?
Voter Approved Tax Oversight Committee
Q7
How long have you lived in San Rafael?
34 years
Q8
Business Information
Respondent skipped this question
Q9
How did you hear about this vacant position?
Social Media
#1
COMPLETE
Collector: Web Link 1 (Web Link)
Started: Thursday, September 08, 2022 8:22:10 PM
Last Modified: Thursday, September 08, 2022 8:34:07 PM
Time Spent: 00:11:56
IP Address: 98.45.129.230
Page 1
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Boards and Commissions Application
2 / 3
Q10
Do you participate in any civic activities? If so, what are they?
Jury Duty
Q11
List any civic organizations of which you are a member:
N/A
Q12
Education:
BA - UC Davis
Teaching Credential - Cal Poly San Luis Obispo
Paralegal Certification - UC San Diego
Q13
Why are you interested in serving on a board or commission?
I am a lifelong San Rafael resident and want to contribute to my community's well-being. I believe that my combined background in
public service, education, and law could be of benefit to the Tax Oversight Committee.
Q14
Describe possible areas in which you may have a conflict of interest with the City:
N/A
Q15
Upload your resume.
2022 Resume - S.Bloyd.pdf (110.1KB)
Q16
Ethnicity
Q17
To which gender do you most identify?
Page 4: Demographics
Boards and Commissions Application
3 / 3
Q18
How old are you?
Boards and Commissions Application
1 / 3
Q1
Contact Information
First and Last Name Stephen Roth
Address
City/Town San Rafael
State/Province CA
ZIP/Postal Code 94901
Email Address
Phone Number
Q3
What Board would you like to apply to?
Voter Approved Tax Oversight Committee
Q7
How long have you lived in San Rafael?
20 years
Q8
Business Information
Company Carmelsoft
Address 1050 Northgate Dr., Suite 360
City/Town San Rafael
ZIP/Postal Code 94903
#1
COMPLETE
Collector: Web Link 1 (Web Link)
Started: Wednesday, September 07, 2022 1:59:40 PM
Last Modified: Wednesday, September 07, 2022 2:16:16 PM
Time Spent: 00:16:36
IP Address: 73.222.41.124
Page 1
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Boards and Commissions Application
2 / 3
Q9
How did you hear about this vacant position?
Other (please specify):
Currently serve on Cannabis Industry Tax Oversight
Committee, so heard from Lindsay Lara about the expanded
role.
Q10
Do you participate in any civic activities? If so, what are they?
1. Cannabis Industry Tax Oversight Committee since 2020
2. Treasurer, Marin Swim League youth swimming club: Swimarin
3. President, San Rafael High School Athletic Boosters
4. Served on the San Rafael City Schools Measures B & C Committee in 2022
4. Various leadership positions in organizations dealing with my profession
Q11
List any civic organizations of which you are a member:
1. Cannabis Industry Tax Oversight Committee
2. Treasurer, San Rafael youth swim league: Swimarin
3. President, San Rafael High School Athletic Boosters
4. Various leadership positions in organizations dealing with my profession
Q12
Education:
Bachelor of Science in Engineering and Business: U. of Pennsylvania
MBA: U. of Cincinnati
Q13
Why are you interested in serving on a board or commission?
I already serve on the Cannabis Industry Tax Oversight Committee (since 2020), and I am interested in continuing to serve in this role
in the proposed expanded format.
I like being involved with the community, and this is one way that allows me to help out the City of San Rafael.
Q14
Describe possible areas in which you may have a conflict of interest with the City:
None
Stephen B. Roth
A seasoned entrepreneur, software product manager, and software engineer.
RELEVANT PROFESSIONAL EXPERIENCE:
Carmel Software, Inc. (https://www.carmelsoft.com) , San Rafael, CA (November 2009 - Current): President and Owner
of Carmel Software. I restarted Carmel Software after selling our desktop software intellectual property to
Autodesk. Under my leadership, Carmel has engaged in the following activities:
1. Secured a U.S. Department of Energy Small Business Innovation and Research (SBIR) grant to develop a
scalable web-based software tool that will allow Building Information Modeling and building
performance tools to communicate with one another, all in the name of making it easier to design
energy efficient buildings.
2. Developed and licensed mobile and tablet-based software applications (iOS / Android) for field-based
building energy audits and other HVAC engineering analysis. We have licensed 300,000+ mobile apps
worldwide to date.
3. Licensed our mobile software intellectual property to Fortune 500 companies in the building services
industry, including Mitsubishi Electric, Ingersoll-Rand Trane, DNV GL (formerly KEMA), and Taco, Inc.
4. Developed customized mobile software tools for major U.S. utilities including Duke Energy, PG&E and
Southern California Edison. These tools allow building owners whose buildings are serviced by these
utilities to perform audits of their mechanical equipment and apply for energy savings rebates and
incentives.
5. Developed highly-complex customized mobile and desktop engineering and visualization software for
organizations such as Carrier, ASHRAE, Autodesk, Honeywell, Mitsubishi Electric, Rinnai America,
Advantix Systems, AG Solutions, DNV GL, the U.S. Department of Energy, Pacific Northwest National
Laboratory, and numerous other companies.
6. Developed and currently licensing a patent-pending mobile and web-based BIM (building information
modeling) platform for use by technicians and engineers for building and equipment audits.
In the 12-years since Carmel has been developing mobile software, we have licensed and customized over $4.0
million worth of mobile applications over the Apple App and Google Play stores.
gbXML.org (https://www.gbxml.org ), San Rafael, CA (November 2009 - Current): Founder and President of the Board
of Directors of Green Building XML (gbXML). gbXML is an open XML schema that allows for the exchange of
building information from 3D BIM authoring tools to building analysis software tools. As President, I am
performing the following functions:
1. Helped to develop and improve the gbXML schema to accommodate the needs of architects and
engineers worldwide. Currently the schema includes 500+ types of data elements describing all aspects
of a building.
2. Secured over one million dollars in funding rounds from the U.S. Department of Energy, Pacific
Northwest National Laboratory, National Renewable Energy Laboratory (NREL), Autodesk, ASHRAE, and
Bentley Systems.
3. Worked with 55 software vendors including large organizations such as Autodesk, Bentley, US
Department of Energy, Carrier, and Trane to develop gbXML import and export functionality into their
software tools.
4. Maintained the non-profit company that supports gbXML: Open Green Building Schema, Inc. (or
gbXML.org). This includes conducting quarterly board meetings and performing PR and marketing
activities.
5. Conducted quarterly webcasts to 1000s of stakeholders by featuring software tools that integrate with
gbXML
6. Developed a web-based validation tool and SDK so BIM authoring tool and building analysis vendors are
able to check their gbXML integration
7. Created "test cases" so that software vendors for such tools as Autodesk Revit, NREL's Open Studio and
others can successfully create valid gbXML outputs.
8. Successfully created a community of 1000s of architectural/engineering stakeholders to better
understand how to utilize BIM and analysis software to model building energy usage.
9. Worked with Autodesk, Georgia Tech University Department of Engineering, and Rensselaer Polytechnic
Institute (RPI) to develop a validation website.
Autodesk, Inc., San Rafael, CA (January 2008 to November 2009): Autodesk acquired the software intellectual property
of Carmel Software in 2008. I was hired as Senior Product Manager of Revit MEP to aid with the following:
1. Helped integrate the Carmel Software IP into Revit MEP
2. Investigated and created the list of requirements for future versions of Revit MEP
3. Directly and indirectly managed a group of 50 to aid in development, documentation, and marketing of
Revit MEP
4. Met with customers to acquire requirements for Revit MEP
5. Worked with management to align the direction of the software tool with corporate goals
6. Worked with the Green Building Studio team to integrate it with Revit MEP
7. Spoke at industry conferences nationwide to promote Revit MEP and related sustainable design
software tools
EXTRA-CIRRICULAR ACTIVITIES AND HONORS:
ASHRAE: Current Chair of ASHRAE SPC-224 (Standards Committee): The Application of Building
Information Modeling
ASHRAE: Prior Chair and Current Voting Member, TC 1.5: Computer Applications
ASHRAE: Current Voting Member, MTG-BIM: Multidisciplinary Task Group on Building Information
Modeling Standardizing and Utilizing ASHRAE Online BIM Data Exchange Protocols
ASHRAE: Corresponding Member, TC 7.6: Data Interoperability Schemas
ASHRAE: Corresponding Member, MTG-CYB: Cybersecurity and HVAC
ASHRAE: Member of ASHRAE RP-1810 project monitoring subcommittee: “Development of
Reference Building Information Model (BIM) Test Cases for Improving Usage of Software
Interoperability Schemas”
ASHRAE: Corresponding Member, Building EQ Committee
ASHRAE: Past Voting Member, SGPC 20: Documenting HVAC&R Work Processes and Data Exchange
Requirements
International Building Performance Simulation Association (IBPSA-USA): Active in Building Data
Exchange Subcommittee to establish data modeling standards
ASHRAE: Past member of ASHRAE SPC-205
Active member of United States Green Building Council (USGBC)
Past member of National Society of Professional Engineers (NSPE)
Active member of working group for the U.S. Department of Energy’s Building Energy Data Exchange
Specification (BEDES) initiative (http://energy.gov/eere/buildings/building-energy-data-exchange-
specification-bedes)
Limited partner in high-technology venture capital fund
Active member of Toastmasters International (International speaking organization). Winner of
numerous speaking awards
Registered Professional Engineer (PE) in State of California
Registered LEED AP (Leadership in Energy Efficiency Design – Advanced Placement)
Currently speak at industry conferences about how architects and engineers use mobile software to
design energy efficient buildings
TECHNICAL STRENGTHS:
Software Languages and Related: C++, C#, Python, PHP, Objective-C, Java, Javascript, HTML, SQL,
XML, Solidity
Databases: MySQL, Microsoft SQL Server
Integrated Development Environments and Related: Visual Studio Code, Microsoft Visual Studio, XCode, Android
Studio, Jupyter Notebook, Anaconda, Git, GitHub, JIRA,
Software Libraries and Frameworks: Node.JS, Various AI python libraries, Infura
Other: Microsoft Azure
EDUCATION:
University of Cincinnati, Cincinnati, OH. (9-89 to 5-91)
Master of Business Administration in Finance and Operations Management
University of Pennsylvania, Philadelphia, PA. (9-85 to 5-89)
Bachelor of Science in Mechanical Engineering and Applied Mechanics and Business from the Engineering and Wharton
Schools.
Boards and Commissions Application
1 / 3
Q1
Contact Information
First and Last Name Susan B Clark
Address
City/Town San Rafael
State/Province CA
ZIP/Postal Code 94903
Email Address
Phone Number
Q2
What Board would you like to apply to?
Cannabis Industry Tax Oversight Committee
Q6
How long have you lived in San Rafael?
7 years
Q7
Business Information
Company The Shift Network
City/Town Petaluma
ZIP/Postal Code 94952
#2
COMPLETE
Collector: Web Link 1 (Web Link)
Started: Thursday, February 17, 2022 2:02:46 PM
Last Modified: Monday, February 28, 2022 1:57:16 PM
Time Spent: Over a week
IP Address: 73.170.99.186
Page 1
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Boards and Commissions Application
2 / 3
Q8
How did you hear about this vacant position?
City Manager's Newsletter
Q9
Do you participate in any civic activities? If so, what are they?
Yes, I volunteer for Marin Villages, helping older people age in place.
Q10
List any civic organizations of which you are a member:
Marin Villages
Q11
Education:
Masters in Communication Innovations from Ithaca College.
Q12
Why are you interested in serving on a board or commission?
I've wanted to join a committee for the last couple of years. I'd like to help keep and nurture the great community San Rafael is far into
the future.
Q13
Describe possible areas in which you may have a conflict of interest with the City:
I don't believe that I have any current conflicts of interest.
Q14
Upload your resume.
Susan B Clark Resume 2022.pdf (434.4KB)
Q15
Ethnicity
Page 4: Demographics
Boards and Commissions Application
3 / 3
Q16
To which gender do you most identify?
Q17
How old are you?
Boards and Commissions Application
1 / 3
Q1
Contact Information
First and Last Name Tracey Broadman
Address
City/Town San Rafael
State/Province CA
ZIP/Postal Code 94901
Email Address
Phone Number
Q2
What Board would you like to apply to?
Cannabis Industry Tax Oversight Committee
Q6
How long have you lived in San Rafael?
5 years
Q7
Business Information
Company Outpost Real Estate
Address 14 Elizabeth Way
City/Town San Rafael
ZIP/Postal Code 94901
#5
COMPLETE
Collector: Web Link 1 (Web Link)
Started: Thursday, January 27, 2022 4:28:29 PM
Last Modified: Thursday, January 27, 2022 4:31:32 PM
Time Spent: 00:03:03
IP Address: 98.45.128.173
Page 1
Page 3
Boards and Commissions Application
2 / 3
Q8
How did you hear about this vacant position?
City Manager's Newsletter
Q9
Do you participate in any civic activities? If so, what are they?
I volunteer at the Food Bank
Q10
List any civic organizations of which you are a member:
NA
Q11
Education:
BA degree
Real Estate Licensed Broker Certification
Q12
Why are you interested in serving on a board or commission?
I want to be more involved with and in my community.
Q13
Describe possible areas in which you may have a conflict of interest with the City:
I can't think of any
Q14
Upload your resume.
Broadman CV 2022.pdf (124KB)
Q15
Ethnicity
Page 4: Demographics
Boards and Commissions Application
3 / 3
Q16
To which gender do you most identify?
Q17
How old are you?
Tracey Broadman
________________________________________________________________________
Experience
2011-Present San Francisco and Marin
Broker Associate
Sales, purchases and leases for local clients, both residential and commercial.
.
2010-2012 Los Angeles/New York/London/Bahamas
Owner, President
BGlobal Real Estate
Real estate company catering to high net worth individuals with global needs including luxury residential, vacation and
investment opportunities. Manage all aspects of the transaction from identifying the location, assisting in negotiations and
managing the project after purchase.
2009-2011 Beverly Hills, CA
Associate Broker
Westside Estates Agency (WEA)
Sales, purchases and leases for local clients, both residential and commercial. Up to date on state of the art
interactive technology and network sites. Have the breadth of both local and global connections in a variety of
capacities, including brokers, owners, attorneys and service providers.
2007-2009
Broker Los Angeles, CA
mint Real Estate (formerly a division of mint Lifestyle)
Created mint Real Estate brokerage with the owners of mint Lifestyle, creating a separate division to handle
members’ real estate requests worldwide. Managed day-to-day operations and created global contacts in all
categories—including residential, hotel/resort, commercial and development. Examined and evaluated
prospective opportunities for clients and members. Assisted in development of luxury niche website to display
properties to a select market. Managed agents’ files and f ielded all real estate related inquiries. Negotiated
commercial lease.
2004-2007
Owner/Broker/Manager West Hollywood/Studio City, CA
Windermere Properties, Inc.
Created a boutique real estate company in Los Angeles with a business partner, including budgets, P&Ls,
build-out, hiring/retention of staff and agents (65), management of day-to-day operations, marketing and
advertising. Broker of Record for the company, responsible for all files. Developed and presented all education
and training for the company. Maintained knowledge of real estate law, local economies, fair housing laws,
and types of available mortgages, financing options and government programs. Acted as an intermediary in
negotiations between buyers and sellers over property prices and settlement details, and during the closing of
sales. Negotiated commercial lease and project managed build out of 9000 square feet.
2001-2004
Sales Associate West Hollywood, CA
DBL/Sothebys International
One of the top sales professionals in the Sunset office. Demonstrated consistent ability in negotiating and
closing transactions. Built a successful network based on marketing and referrals. Exceptional service and
organizational skills with all clients.
Prior Experience
1999-2001
Manager of Business Development Menlo Park, CA
Vivaldi Networks (start-up digital receipt technology company)
1996-1999
Manager Stars Restaurant San Francisco, CA/Singapore
Affiliations
2008-2011
Director-Beverly Hills Greater Los Angeles Association of Realtors (BHGLAAR)
Current:
Member NAR
Member CAR
Education
UCLA
Boston University
University of Massachusetts
University of Tennessee
References:
Brent Thomson 415.380.2126 personal and professional
Atul Patel, MD 415.254.0807 personal
Tracey Broadman
October 14, 2017
Dear Soon to be Employer,
I am writing to you and applying for this position knowing that I am disregarding the instruction of
having previous five star hotel and or managing house managers experience. I believe I am an
exception to this baseline. I was in the five star restaurant management world for 17 years, having
started that part of my career in Boston, migrated it to San Francisco and then to Singapore. I
managed the day to day operations, including P&Ls, vendors, projects, employees of up to 50,
created manuals of operation and conduct, addressed all aspects of hospitality and was the face of
the business with the public. After my career in restaurants, I worked in the tech industry for three
years for Vivaldi, a digital receipt entity in Menlo Park. The founder of the compa ny saw the value in
my point of sales experience and hired me at the manager of business development. In that position,
I was able to hone my “do not take no for an answer” skills as I called upon C-level executives to
beta test our product with consumers. I learned to listen, both to the client, the customers and the
engineers internally, which made me a better communicator in my life, both professionally and
personally. I then moved to Los Angeles, where I began my brokerage career. I learned every
aspect of the business, received my brokers license, and eventually opened my own brokerage, the
Windermere franchise, in an A building on Sunset Boulevard. Here I learned the art of recruiting,
educating the agents, managing protocol and compliance, and navigat ing through immense
competition. The opportunity that followed Windermere is one that completed the training I needed
for this position. I worked with mint lifestyle, opening up their brokerage division and was involved in
all aspects of HNW real estate, travel and purchasing. Mint was a membership based service that
gave members access to best minds in travel, retail, unique experiences and real estate —a one
stop luxury nexus. I was exposed to hotel, estate, investments on a worldwide scope. I created a
network that allowed me to connect members with each other that helped further business and
personal goals.
I am tech savvy, understand the lifestyle of HNW families, a clear communicator, kind hearted and
generous of spirit, cultured and well-traveled, well spoken with great presentation skills, highly
organized, well connected, self-reliant will being resource ful, and a good person. I know the Bay
Area extremely well (having lived here from 1989-2001 and 2011-present), including restaurants,
venues, service providers, contractors, designers, etc. If I don’t know something, I am incredibly
resourceful and persistent … and won’t stop until I have found the right fit for any given
circumstance. My real estate knowledge, both of the market and of individual homes, will also be a
value-add for this position. I am truly ready to jump in and be the liaison that creates a seamless line
of communication between the staff of your residences and you.
I welcome the opportunity for an interview at your convenience. I know my resume does not fit in
accordance with the guidelines you have outlined but most success stories are created by those that
don’t conform.
Best,
Tracey
Voter Approved Tax Oversight Committee Bylaws
Page 1 of 2
VOTER APPROVED TAX OVERSIGHT COMMITTEE BYLAWS
ARTICLE I. NAME AND PURPOSE
Section 1.1. Name. The name of this body shall be the City of San Rafael Voter Approved
Tax Oversight Committee, hereinafter referred to as the “Committee.”
Section 1.2. Purpose. The Committee’s purpose is to review the collection and expenditure
of voter approved tax revenues collected under the authority of voter-approved City tax
measures and Resolution 15118 adopted by the San Rafael City Council on September 6,
2022.
Section 1.3. Committee Responsibility. The Committee’s authority is oversight only.
The responsibilities and duties of the Committee shall be limited to:
1.2 Review expenditures of Measure tax revenues to ensure the monies have been
expended in accordance with the authorized municipal purposes of each Measure.
To complete this review, the Committee shall:
1.2.1 Understand allowable expenses of each existing Measure’s tax funds (as
identified in the enacting Municipal Ordinance)
1.2.2 Review documentation from City Council and from City Council-appointed
advisory committees that pertain to the prioritization of use of each
Measure’s tax funds.
1.2.3 Review annual reports prepared by the City’s Finance Department that track
the receipt and spending of each Measure’s tax funds.
1.2.4 Prepare and submit to the City Council and the community an annual public
report on the expenditures of each Measure’s tax revenues for the previous
fiscal year.
1.2.5 Fulfill the final responsibilities of each Measure’s responsibilities at the
Measure’s termination, repeal or extension: Before submitting a final report:
Review and report on the final expenditures of each Measure during the
previous fiscal year, through its termination, to ensure that monies have
been expended consistent with the authorized purposes of the Measure.
The Committee shall not:
1. Have any budgetary decision authority, shall not allocate financial resources, and shall
not make budget or service recommendations to the City Council.
2. Have authority to direct, nor shall it direct, City staff or officials.
Voter Approved Tax Oversight Committee Bylaws
Page 2 of 2
ARTICLE II. MEMBERSHIP
Section 2.1. Number of Members. The Voter Approved Tax Oversight Committee shall
consist of five (5) voting members.
Section 2.2. Eligibility. Members of the Committee shall be at last 18 years of age and
reside within the City limits.
Section 2.3. Appointment of Committee Members. Members shall be appointed by the
City Council. Appointments shall be published on the website for the City of San Rafael in
accordance with Government Code Section 54973, as amended from time to time.
Section 2.4. Terms of Appointment. Each member shall serve a minimum term of four (4)
years. An effort will be made to ensure that the terms are staggered, and not all of the
appointments expire in the same year.
Section 2.5. Term Limits. Members shall be limited to two (2) consecutive four-year terms.
Additional terms may be served if there is a break between terms.
Section 2.6. Absence and Removal. An unexcused absence from two (2) consecutive
Committee meetings without notification to the Staff Liaison will constitute an immediate
vacancy and shall be considered a voluntary resignation from the Committee. Previously
dismissed Committee members may be eligible for reappointment.
Section 2.7. Compensation. Members shall serve without compensation.
ARTICLE III. MEETINGS
Section 3.1. Time and date of Regular Meeting. Notification of meeting place, date, and
time shall be rendered to the public through posting on the City of San Rafael website.
