HomeMy WebLinkAbout24 - NB-1 - Attachment 6 - 4/7/2015ATTACHMENT 6
PENSION
OVERSIGHT
COMMITTEE
***To submit form via email, please save application, fill in, and send to cityclerk@costamesaca.gov.
City of Costa Mesa
Application for Commission/Committee Appointment
All information on this page only, is considered public information and will be released to
the public, including being posted on the City's website.
Name: Jeff Arthur
Indicate the name of the Committee/Commission you are interested in serving on:
Pension Oversight Committee
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City of Costa Mesa
77 Fair Drive, Costa Mesa, CA 92626
1. Indicate why you wish to serve on this Committee/Commission. Provide any experience or qualifications you may
possess that you think would be beneficial to this Comm itteelCommission. A resume (optional) may be attached.
(Note: All information contained on the resume is public information, will be distributed to the public and posted on the
City's website),
would like to help Costa Mesa build consensus and find the best possible outcome for the city of
Costa Mesa, its employees and residents. I am currently serving as the Chair of the Pension Oversight
Committee.
In my attached resume, you will find that I have many valuable experiences. I am a Finance
professional who succeeded in many industries in a variety of roles: aerospace, engineering,
manufacturing, distribution, environmental, television, and education; as an enrolled agent, financial
analyst, accountant, manager, controller and Chief Financial Officer.
I am a motivated and adaptable innovator. I have worked as a sole proprietor, for government
contractors, public companies, private companies, international companies, small companies, Fortune
100 companies, a government agency, not-for-profit 501(c)3, and am knowledgeable in the requisite
tax, FASB, GASB and fund accounting practices, regulations and laws.
I look forward to continuing the work of the Pension Oversight Committee.
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JEFF ARTHUR
City of Costa Mesa Pension Oversight Committee Application March 2015
A proven leader with over twenty-five years of experience in Strategic Planning, Financial Management, Human
Resources, and Information Technology. A self -motivated innovator and team builder who consistently builds strong
organizations and Management, Financial and Information systems.
EDUCATION MASTER OF BUSINESS ADMINISTRATION December 1984
California State University at Long Beach. President's and Dean's Honor Lists.
EXPERIENCE Coast Community College District Costa Mesa, CA December 1999 — December 2011
ADMINISTRATIVE DIRECTOR, DISTRICT INFORMATION SVCS Sept 2004 — Dec 2011
Chief Information Officer responsible for district -wide Information Technology services, $8M annual budget and
27 staff: Enterprise Resource Planning (ERP) software systems, Wide Area Network (WAN), Telepbony,
Internet Service Provider (ISP), Local Area Network (LAN)
• Banner and Oracle ERP software conversion project manager. Completed conversions on time: 2 years, and
within $12M budget. Led vendor selection, managed seven functional teams, developed and negotiated
contract bids, created job description and hired three Student system analysts, and wrote implementation plans.
DIRECTOR OF BUSINESS SERVICES, KOCE-TV July 2000 — August 2004
Responsible for Finance, Human Resources, Information Technology, Facilities and Administration.
• Mt. Wilson construction and DTV conversion project manager. Completed DTV transmission conversion on
time and within budget. Developed capital plan, led seven TV station consortium, hired necessary technical
persomlel, oversaw contract bids and vendor selection, arranged financing, and applied for and administered
$1.2M in grants.
DIRECTOR OF FISCAL SERVICES, Coastline Community College Dec 1999 — June 2000
Iloriba International Corporation Irvine, CA May 1998 —November 1999
$110M subsidiary (consolidated) of publicly traded, international company, Manufacture, market, and distribute
scientific analyzers, instrumentation, and R&D test equipment for auto and semiconductor niamrfacturers.
CONTROLLER
Responsible for Finance, Information Systems, and Administration of U.S. subsidiary and its two operating
companies. Staff of nine in Finance and seven in Information Systems; total staff of sixteen.
• Restructured operating and holding companies in September, 1998. Implemented MAS 90 CS software.
Changed CPA from Ernst Young to Arthur Andersen. Reorganized and strengthened departments.
• $2,000,000 SAP R/3 ERP software implementation project manager. FI/CO modules business process owner
and team lead.
A_ razon Enwineering Rancho Dominguez, CA February 1997 - April 1998
Aragon was a quality auto parts remanufacturer. 120 employees and annual sales of $13M.
VICE PRESIDENT April 1998
CONTROLLER February 1997 - March 1998
CET Environmental Services Tustin, CA April 1996 Feb 1997
CET was a publicly traded (AMEX:ENV) environmental consulting and remediation firm with 14 offices across
tb.e U.S. CET served a variety of commercial and government customers. IPO July, 1995. Annual sales: $50M.
CONTROLLER
Recruited to manage financial systems, P&L, support CFO with SEC reporting, program and cost accounting,
overhead rates' budgeting and forecasting, proposals, compliance with government regulations (EPA, FAR).
ngrarn Micro Santa Ana, CA April 1994 - April 1996
Ingram is the world's largest microcomputer distributor. $12B sales. Marketing is a very profitable SBU that
provides value-added services. Marketing vehicles include print ads, promotions, and shows such as COMDEX.
MANAGER, MARKETING ACCOUNTING
Ford Motor Company/Loral Corporation Newport Beach, CA March 1985 to April 1994
A high-tech defense engineering division that developed the Sidewinder air-to-air missile and FIA -18 FL,IR
targeting pod. Annual sales of $400,000,000 (consolidated).
SUPERVISOR, PROFIT & LOSS and COST ACCOUNTING September 1990 - April 1994
SUPERVISOR, ACCOUNTS RECEIVABLE February 1990 - September 1990
SENIOR COST ACCOUNTANT February 1989 - February 1990
Responsible for Activity -Based indirect cost model; Fringe, Overhead, and G&A in a standard cost
manufacturing environment. Financial Statement, 10K, Income Tax, and Foreign Sales Corporation schedules.
SENIOR BUDGET ANALYST September 1985 - February 1989
CAPITAL INVESTMENT ANALYST March 1985 - September 1985
City of Costa Mesa
Application for Commission/Committee Appointment
All information on this page only, is considered public information and will be released to
the public, fncludfng being posted on the City's website.
,Name: Russell Baldwin
Indicate the name of the Committee/Commission you are interested in serving on:
—Fairview -Park -or "Any"
City of Costa N9esa
77 Fair Drive, Costa Mesa, CA 92626
I Indicate why you wish to serve on this Committee/Commission Provide any experience or qualifications you may
possess that you think would be beneficial to this Committee/Commission. A resume (optional) may be attached.
(Vote: All information contained on the resume is public information, will be distributed to the public and posted on the
City's website).
I am a fortyfrve-year-plus resident of the City of Costa Mesa. I have attended OCC, shop at the local
businesses and routinely utilize many of the parks, schools, libraries and other community resources.
I am very concerned about the future utilization of city land going forward. I am also concerned about
the surrounding area projects that have impacts on the city.
I have wide ranging experience in many areas that enables me to have a very well rounded, objective
view of issues, I am a UCI graduate after my two years at UCC. I sat an the OCERS board for seven
years which gave me experience in board rules of order, institutional investing, budgeting, auditing,
human resources, IT contract issues and more, My other experience includes Eagle scout, crime
analysis/forensics, leadership/supervision, outdoor enthusiast, reading, gardening, computer/internet
and I try to keep on local and national current events in politics. My talents included strategic thinking
and the ability to quickly identify the core issue of a problem.
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Please consider me for the Fairview Park committee or any other committee/commission. I would
love to participate and would be a valuable asset.
Thanks for your consideration,
Page 1 of 2
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City of Costa Mesa
Application for 201,15'Committee/Board
Appointment
Ali information on tris page off: is considered public information and wi11 be released to
the public, includirg being posted on the City's website.
Name
Indicate the name of the Committee/Board you are interested in serving on:
-rte;.
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City of Costa Mesa
77 Fair Drive, Costa Mesa, CA 92628
1 . Incicale why you wish to serve on this Committee/Board. Provide any experience or qualifications you may possess
that you think would be beneficial to this Committee/Board. A resume (optional) may be attached. (Note: All
Information contained on the resume Is public information, wN be distributed to the public and posted on the City's
website).
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City of Costa Mesa
Application for Commission/Committee Appointment
All information on this page only, is considered public information and will be released to
the public, including being posted on the City's website.
Name: Tony Capltelll
Indicate the name of the Committee/Commission you are interested in serving on:
Pension Oversight Committee
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City of Costa Mesa
77 Fair Drive, Costa Mesa, CA 92626
1. Indicate why you wish to serve on this Committee/Commission. Provide any experience or qualifications you may
possess that you think would be beneficial to this Committee/Commission. A resume (optional) may be attached.
(Note: All information contained on the resume is public information, will be distributed to the public and posted on the
City's website).
As a Costa Mesa homeowner, husband, and father, I have a passion for our city and would love to be
apart of its direction.
My experience includes a 9 year public policy background with positions at the LA County Board of
Supervisors, and with 2 member of Congress. Under my current position, as Deputy District Director
for Congressman Dana Rohrabacher, I've had the opportunity to work with Costa Mesa city staff and
the Costa Mesa Chamber of Commerce. Combined with my Juris Doctorate from Whittier Law School,
I possess an understanding of the law necessary to serve in this capacity.
I am also an active member at Christ Lutheran Church Costa Mesa where I currently serve on the
Board of Education for Christ Lutheran School.
As a member of the Costa Mesa street team on homelessness I've developed an intimate knowledge
of the needs of this city. Working with local volunteer groups and residents has given me the skills
needed to best serve this community.
Thank you for your consideration. m �+ C? ,
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City of Costa Mesa
Application for Commission Appointment F'
All information on this page only, is considered public information and will be released to {' `I Z11Q
the public, including being posted on the City's website. "I ''
Name: Josue Castaneda
Indicate the name of the Commission you are interested in serving on:
Pension Oversight Committees
City of Costa Mesa
77 Fair Drive, Costa Mesa, CA 92626
1. Indicate why you wish to serve on this Commission. Provide any experience or qualifications you may possess that
you think would be beneficial to this Commission. A resume (optional) may be attached. (Note: All information
contained on the resume is public information, will be distributed to the public and posted on the City's website).
At Orange Coast College I chaired many events; however, one that really impacted my life was
chairing Special Olympics, an event for kids with special needs. As chair I designated tasks, created
schedules, provided support and learning opportunities to both my committee and the kids who came
to compete. My goal was to construct a successful event where the volunteers came to understand
different people's needs, to learn that everyone counts. To see the smiles from the 350 participants
proved to me that the event was a success and made me realize that when one impacts someone's
life positively, brings happiness and compassion—skills that are rare but essential in a leader. Seeing
these physically challenged kids give their best inspired me to become more involved in student
government—so I ran for Student Senator. I had success in student government at OCC. 1 was
elected Senator and appointed as a District Student Council representative. In which I had the
pleasure to work on legislation, resolutions, and represented more than 30,000 students. In the
positions that I have held, it has tested my character and inspired in me the need to remain open to
diversity and lead those around me. And the lessons of these experiences have strengthened my
leadership skills due to the understanding of different cultures and human personalities. I also decided
to give back to my community by becoming a tutor at Save Our Youth. All of these experiences—
chairing the Special Olympics committee, the many student government experiences I had, and
tutoring at Save Our Youth—have taught me that leadership is not about being dominant, but being
able to walk beside those who struggle.
Now I am a college student at University of California, Irvine who is expanding his education,
knowledge, and opportunities to succeed in life. I realize now that I am responsible for people around
me and every choice I make can affect others. My daily walk through the city of Costa Mesa has been
a reminder of being a successful community leader, focusing on servitude to the people, community,
and to myself. If chosen, I will challenge myself to give the best of me and push to my limits in the
Pension Oversight Committee.
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"To submit foxxx`x via email, please save application, will in, and send to cityclerk@costamesaca.gov.
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City of Costa Mesa CITY CLEM<1'
Application for COC67mission/Committee Appointment 15 MAR IR-5iia
All information on this page only, is considered public information and will be released t� V1,.
the public, including being posted on the City's website. I
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Name: Robert Juneman
Indicate the name of the Committee/Commission you are interested in serving on: - :. `" 'c '
Pension Oversight Committee I
City of Costa Mesa
77 Fair Drive, Costa Mesa, CA 92626
1. Indicate why you wish to serve on this Comm itteelCommission. Provide any experience or qualifications you may
possess that you thlnk would be beneficial to this CommitteelCommission. A resume (optional) may be attached,
(Note: Ali information contained on the resume is public information, will be distributed to the public and posted on the
City's website).
Since the recent "Great Recession", I have been concerned about the financial security of our
city. I have seen some of the work of the Pension Oversight Committee and am impressed
with the dedication of that group. I would like to join them.
My professional background is in financial services with Dean Witter and Morgan Stanley, as a
Registered Representative, Branch Manager; and Regional Director.
I was a member of the Board of Directors of Dean Witter, as well as a member of
the Senior Management Group. I am familiar with the benefits and drawbacks of both defined
benefit and defined contribution plans,
I am a member of the Finance Committee, since 2012, therefore I have an intimate knowledge
of the city's financial status and can see how our contributions to the pension funds affect our
ability to provide other necessary services to our citizens. I also serve the community as a
member of the Community Emergency Response Team, and as a member of the Advisory
Committee for Hoag Hospital and Orthopedic Center, Irvine.
I am a graduate of UCLA, and served in the Air Force, entering as an Aviation Cadet and
leaving as a Captain.
It would be an honor to be selected to the Pension Oversight Committee.
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City of Costa Mesa
Application for Commission/Committee Appointment
All information on this page only, is considered public information and will be released to
the public, including being posted on the City's website. ./ Z1.
Name: AL MELONS )W
Indicate the name of the Committee/Commission you are interested in serving on:
PENSION OVERSIGHT COMMITTEE
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City of Costa Mesa
77 Fair Drive, Costa Mesa, CA 92626
1, Indicate why you wish to serve on this Committee/Commission. Provide any experience or qualifications you may
possess that you think would be beneficial to this CommitteelCommission. A resume (optional) may be attached.
(Note: All information contained on the resume is public information, will be distributed to the public and posted on the
City's website).
As an 11 year resident, a retired Certified Public Accountant with an MBA in Finance,
1 believe I am capable of navigating through the waters of complex financial issues.
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CITY CLERK
City of Costa Mesa
Application for Commission/Committee Appointment i5 .� -= i "1� is
All information on this page only, is considered information and will be released to �;��`���
the public, including being posted on the City's website
Name
Indicate theIVme of the Committee/Commission you are interested in serving on
V icy ti
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City of Costa Mesa
77 Fair Drive, Costa Mesa, CA 92626
1. indicate why you wish to serve on this Committee/Commission. Provide any experience or qualifications you may
possess that you think would be beneficial to this Committee/Commission. A resume (optional) may be attached.
(Note: All information contained on the resume fs public information, will be distributed to the public and posted on the
City's website).
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03/1912015 17:41 7148851307 OGC CORPORATE LEGAL PAGE 01!32
'**"To submit form via email., please save application, fill in, a.nd send to citycle r�Cocostamesaca,gov,
City of Costa Mesa
Application for Colmmissioln/Committee Appointment
All information on this page only, Is considered public information and will be released tc
the public, including being hosted on the City's website,
name; Tim Sesser
Indicate the name of the Comrnittee/Commission you are interested in serving on;
Pension Oversight Committee
City of Costa most
77 f=air orfve, Goy#a Meya, CA 92626
1. Indicate why you wish to serve on this Comm itteelCommisslon. Provide any experience or qualifications you may
possess that you think would be beneficial to this Committee/Commission. A resume (optional) maybe attached,
(dote; All information contained on the resurrfe is public information, will be distributed to the public and posted on the
City's website),
I've served on this committee since its inception in 2013, and during this time have learned a great
deal regarding the City's pension obligations. The learning carve for any new partioipant will be very
high and by continuing to serve, I would assist the Committee in it's mission of analyzing the City's
pension obligations.
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***To submit form via email, please save application, fill in, and send to cityclerkeacostamesaca.gov.
City of Costa Mesa
Application for CommissionlCommittee Appointment
All information on this page onl, is considered public information and will be released to
the public, including being posted on the City's website.
Name_ Patrick Shanley
Indicatu the name of the Committee/Commission you are interested in serving on:
Pension Benefit Committee
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City of Costa Mesa
77 Fair ❑rive, Costa Mesa, CA 92626
1. Indicate why you wish to serve on this CommftteelCommission. Provide any experience or qualifications you may
possess that you think would be beneficial to this CornmitteefCommission. A resume (optional) may be attached,
(Note: All information contained on the resume is public information, will be distributed to the public and posted on the
City's website).
As a homeowner and small business owner, who has lived in the city of Costa Mesa since 1978, 1 am
concerned about the pension issue and it's financial impact on the city's future.
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***To submit form via email, please save application, fill in, and send to cityclerkocostamesaca.gov.
City of Costa Mesa
Application for Comm issionlCommittee Appointment
All information on this page off, is considered public information and will be released to
the public, including being posted on the City's website.
Name: Ralph Taboada
Indicate the name of the Committee/Commission you are interested in serving on:
Pension Oversite Committee
City of Costa Mesa
77 Fair Drive, Costa Mesa, CA 92626
1. Indicate why you wish to serve on this Comm itteelCommission. Provide any experience or qualifications you may
possess that you think would be beneficial to this Committee/Commission. A resume (optional) may be attached.
(Note: All information contained on the resume is public information, will be distributed to the public and posted on the
City's website).
I was named a member of the Pension Oversite Committee upon its creation in April 2013, and have
been its Vice Chair since the committee's beginning. I believe I work well with the other committee
members, city staff, and the POC Chairperson,
I continue to believe pension reform is necessary for Costa Mesa. I have been one of the most
consistent attendees at committe meetings and spent many hours of personal time to educate myself
about the details of the pension issue.
I was the initial POC member who pushed for the POC recommendation that Costa Mesa actually pay
to Cal PERS the $1.OM it had earmarked (for that purpose) as an additional CaIPERS payment and
additional annual payments to help reduce our unfunded liability. I was also the initiator of the POC's
recent recommendation to the Council that the City negotiate with the Safety labor associations
additional employee contributions toward their pensions. I think employees should contribute the
maximum allowed under current labor agreements. I don't think it is fair to the citizens of Costa Mesa
that safety employees pay such a small portion towards their pensions.
As you know, Costa Mesa (and other cities) has limited ability to change pension law. I've tried to
focus on ways Costa Mesa can reduce its pension expenses independent of State involvement. But I
am also supportive of Costa Mesa, working with other cities, to lobby for pension reform at the state
level.
One thing I have learned in the past two years on the POC is that pension law and the pension issue
is very complex. l think I have gained much institutional knowledge over the past two years that will
help me to continue as a productive member of the POC.-, •,
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Thank you �
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Page 1 of 2
***'Cry submit farm via email, please save application, fill in, and send to cityclerk@costamesaca.gov.
City of Costa Mesa
Application forCommission/Committee Appointment
All information on this page on�l , Is considered public information and will be released to 1/4 y�`c
the public, including being posted on the City's website,
Nanio: George Turner
Indicate the name of the Committee/Commission you are interested in serving on:
Pension Oversight���.�
City of Costa Masa
77 Fair drive, Costa Mesa, CA 92628
�. Indicate why you wish to serve on this Committee/Commission. Provide any experience or qualifications you may
possess that you think would be beneficial to this C.orrmmittee/Commission. A resume (optional) may be attached,
(Note: All information contained on the resume is public information, will be distributed to the public and posters on the
City's website).
I have lived in Costa Mesa for 12 years in the Upper Birds area of Mesa Verde, where I am raising my
family, I am a Deputy District Attorney for the County of Orange. I have a stong interest in making
sure that Costa Mesa stays financially viable. Making sure that we can meet our long-term, unfunded
obligations is perhaps the single most important part of doing so.
I do not have a CalPERS retirement benefit. But I am familiar with the issues as a current member of
the Orange County Attorneys Association (OCAA) and as someone who does expect to receive an
OCERS pension benefit. OCERS and Orange County have been very proactive in making sure their
pension obligations will be fully funded, and will not bankrupt the County.
I have been on the board of the OCAA, as mentioned above, as well as on the board of the
Constitutional Rights Foundation (CRF) and I have been a member of the governing board of my
church for 5 out of the last 15 years, where my entire family is actively involved. I have also
volunteered my time and energy at my children's school in various ways.
I have been an attorney for 20 years, I went to Boalt Hall at U.C.-Berkeley, I was an associate at
O'Melveny & Myers for three years. I began working for the OC District Attorney's Office in 1998, 1
left the office from 2002-2004 to be a founding member of a law firm, Turner Green Afrasiabi &
Arledge LLP, where i was also managing partner for same time.
I am famillar with reading and understanding financial documents. I have run a small business. I
have a keen interest in the Pension Oversight committee, ;;and I am qualified and capable of doing the
Nork described
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