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Home My WebLink AboutMINUTES - 11062001 - C.54 ;.TO: BOARD OF SUPERVISORS �`�. Contra FROM: Dennis M. Barry, AICP ;.. �_ Costa � �� • Community Development Director ^;> s County DATE: November 6, 2001 SUBJECT: Appointments to the Affordable Housing Finance Committee SPECIFIC REQUEST(S) OR RECOMMENDATIONS(S) & BACKGROUND AND JUSTIFICATION RECOMMENDATIONS (1) REAPPOINT the following individual to be the City Representative for Central County on the Affordable Housing Finance Committee (AHFC) for a three year term expiring June 30, 2004 as recommended by the Cities in Central County. Calvin S. Robie, Senior Vice President Bank of Walnut Creek 1400 Civic Drive Walnut Creek, CA 94596 (2) APPOINT the following individual to be the City Representative for West County on the AHFC for a term expiring June 30, 2003 as recommended by the Cities in West County. Lori Trevino 8060 Terrace Drive El Cerrito, CA 94530 FISCAL IMPACT No General Fund impact. CONTINUED ON ATTACHMENT: X YES SIGNATURE: --I2ECOMMENDATION OF COUNTY ADMINISTRATOR COMMIX/ OMM DATION OF rRD COMMITTEE APPROVE OTHER SIGNATURE(S): ACTION OF BO ON Nov. 6, 2001 APPROVED AS RECOMMENDED x OTHER VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A UNANIMOUS (ABSENT TRUE AND CORRECT COPY OF AN AYES: NOES: ACTION TAKEN AND ENTERED ON THE ABSENT: ABSTAIN: MINUTES OF THE BOARD OF SUPERVISORS ON THE DATE SHOWN. Contact: Kathleen K. Hamm (925) 335-1257 ATTESTED Nov. 6, 2001 Orig/cc: Community Development Dept. JOHN SWEETEN, CLERK OF cc: County Administrator THE BOARD OF SUPERVISORS County Counsel AN COUNTY ADM]NISTRATOR BY , DEPUTY X BACKGROUND/REASONS FOR RECOMMENDATIONS The Affordable Housing Finance Committee advises the Board of Supervisors on the allocation of approximately$4.5 million in HOME Investment Partnership Act and Community Development Block Grant funds for affordable housing development in Contra Costa County. The Committee consists of nine members,including three Community Representatives,three County Representatives and three City Representatives. The three City Representatives are nominated by the cities in each subregion of the County. All AHFC members are appointed by the Board of Supervisors. A current AHFC roster is attached to this Board Order(Exhibit A). The term of Calvin L. Robie,the current Central County Representative,expired on June 30,2001. Mr. Robie has stated his interest in continuing to serve on the AHFC(letter of interest and resume attached as Exhibit B). In September,the City of Walnut Creek surveyed the ten Central County jurisdictions to determine their choice for a Central County Representative. All five jurisdictions that responded indicated support for Mr. Robie's reappointment to a new three-year term(Cities of Concord, Moraga, Pleasant Hill and Walnut Creek and the Town of Danville). Mr. Robie is a resident of Central County and experienced in affordable housing development and finance.During his previous tenure,Mr.Robie has been an active participant on the AHFC, contributing significantly to the development of Committee funding recommendations for consideration by the Board of Supervisors. Following the resignation of Elizabeth.Seifel, the Board of Supervisors declared the West County Representative seat vacant on October 23, 2001. The current term for this seat ends on June 30, 2003. Community Development Department staff contacted the cities of El Cerrito, Hercules,Pinole and San Pablo to select anew West County Representative. The cities of El Cerrito, Pinole and San Pablo responded,nominating Lori Trevino to become the new West County Representative. Ms. Trevino is a resident of West County and has significant experience in affordable housing planning , development and finance. A letter of interest and current resume for Ms. Trevino are included as Exhibit C. kkh/word/BOS-AHFC 1 CONTRA COSTA CONSORTIUM AFFORDABLE HOUSING FINANCE COMMITTEE CITY REPRESENTATIVES East County Representative Leonard Costa Term expires June 30, 2002 Assistant Vice President/Manager, Home Savings of America (Retired) 4244 Rosewood Drive Concord, California 94521 Phone: (925) 686-5898; Fax: None. Central County Representative Calvin S. Robie Term expires June 30, 2001 Senior Vice President Bank of Walnut Creek 1400 Civic Drive/P.O. Box 8080 Walnut Creek, California 94596-8080 Phone: (925) 932-5353 ext. 242; Fax: (925) 932-6765 West County Representative VACANT Term expires June 30, 2003 COUNTY REPRESENTATIVES Irene Alonzo-Perez Term expires June 30, 2002 Vice President, Bank of America Community Development Banking 2033 North Main Street, Suite 550 Walnut Creek, California 945-96-3734 Phone: (925) 988-4861; Fax: (925) 988-4889 Paul Renno Term expires June 30, 2003 General Counsel, TRI Financial 100 Pine Street, 16`h floor San Francisco, California 94111 Phone: (415) 733-1504; Fax: (415) 733-1555 Paul Jullien Term expires June 30, 2001 Senior Vice President, First Nationwide Bank (retired) 2025 Oakmont Way, # 4 Walnut Creek, California 94595 Phone: (925) 274-9477; Fax: None COMMUNITY REPRESENTATIVES VACANT Term expires June 30, 2002 Alejandro Krell Term expires June 30, 2003 Shea Homes 2580 Shea Center Drive Livermore, CA 94550 Phone: (925) 245-3612; Fax: (925) 245-8831 or 245-8833 Jeanette Dinwiddie-Moore Term expires June 30, 2001 Dinwiddie and Associates 17 Hillcrest Court Oakland, CA 94619 Phone: (510) 531-4150; Fax: (510) 531-3868 Seifel CONSULTING INC. August 31, 2001 Kathleen.Hamm Affordable Housing Program Manager Community Development Department Contra Costa County 651 Pine Street 4th Floor, North Wing Martinez, CA 94553-0095 Dear Kathleen: I am writing to let you know my interest in serving on the Contract Costa County Affordable Housing Finance Committee. I currently live in El Cerrito and consult on real estate economics, including affordable housing issues, with Seifel Consulting. My assignments have ranged from policy to project-specific analysis. My resume is attached for your review. Please feel free to call me with any questions. Sincerely, 0�k% Lori Trevino 1388 Sutter Street Suite 520 San Francisco, CA 94109-5452 415.931.9600 Fax 931.9602 www.seifel.com Lori Trevifzo Page 2 John F. Kennedy School of Government, Harvard University Cambridge, MA Project Coordinator July 1996 - July 1997 Managed the Dean's Visions of Governance for the Twenty-First Century project, which explored the government's role in an information age. Managed a half-million dollar budget. Successfully wrote and administered grants for $225,000. Produced publications, including coordinating publication of Why People Don't Trust Government. Facilitated communication between academics, council members, and the public using traditional media and a web site. Organized a national advisory council. Planned and publicized conferences, study groups, and regional meetings. One-year appointment. PRC, Inc. Washington, DC .Project Analyst Summer 1995 Contracted to the Electronic Commerce digital signature project at the U.S. Postal Service. Performed research, market analysis, and business planning for high-tech products and services. Presented business plan in technical review meetings to management, technical, and marketing staff. Drafted a business concept document for the digital signature service. Muzak Ltd. Partnership . Seattle, WA Executive Operations Manager 1990-1994 Managed administration and customer contact functions. Planned meetings and events. Produced department communications and publications. Handled customer complaints and inquiries, serving as a.liaison between departments. Supervised support staff. Developed and implemented strategic plans. Oversaw $1 million annual budget, performed financial analysis and reporting in support of business planning. .Developed systems and procedures for billing, phone orders, work order processing, and inventory, and oversaw their implementation. • Set and attained department goal for improved service to internal and external customers. • Wrote and produced forty-minute "New Employee Orientation" video used at more than twenty Muzak locations nationally. • Introduced desktop publishing to the department. • Promoted from Supervisor in 1992 and from Administrative Assistant in 1991. "ON-TV San Francisco, CA Production Assistant/Graphics Producer 1990 Produced graphics for four news broadcasts daily. Handled fast-paced requests, coordinated schedules and resources, and supe^ised four artists. Hired after.an internship in which I assisted in investigative reporting including interviewing police and fire fighter association officials for "Beggars with Badges," a story about misleading telephone solicitations. • Produced theme videos for end-of-broadcast credits. • Met added challenges of covering elections and the Gorbachev visit to San Francisco. Lori Trevino 8060 Terrace Drive • El Cerrito, CA 94530 (510) 528-4011 • ltrevino@ix.netcom.com .Siiininary An energetic, team-oriented professional with nine years of experience with increasing responsibility in real estate economics, project management, policy analysis, staff supervision, budget coordination, organizational change efforts, and public and customer relations. Knowledge of community development and revitalization methods, interest-based problem solving, and. community engagement techniques. Skilled in oral and written presentation, financial and policy analysis, change management, and survey design and analysis. Qualities include: • A creative problem solver and quick study • A good manager and motivator, able to develop and implement programs • Good judgment and confidence in a difficult or politicized environments • Professional, analytical, and diplomatic Professional Experience Seifel Consulting, Inc. San Francisco, CA Managing Consultant September 2000 - Present Provides real estate and urban economic advisory services to public and private sector clients to facilitate urban revitalization, public-private partnerships and high-quality development of real estate and affordable housing. Manages consulting assignments, preparing technical analyses and reports, analyzing project economics in the areas of redevelopment planning, real estate financial analyses, market research and analyses, fiscal and economic impact studies, and affordable housing. Recent clients include Cities of East Palo Alto, Folsom, Fremont, Richmond and Union City; County of Nevada; Town of Truckee; Heritage Partners; and Legacy Partners. City of Fremont Fremont, CA Senior Analyst, Development & Environmental Services June 1998 — September 2000 Managed the business.operations of a $16 million development services department in a growing city of 205,000. Administered a $11.3 million development impact fee program, including appeals, program cost updates, and annual reporting, and advises on application of fees to projects. Supervised two analysts performing systems implementation, facilitating process improvements, and managing programs, - Served as a liaison to development applicants on billing inquiries and-disputes. Facilitated process improvements to development application processing. Served on a Joint .Labor Management Committee to facilitate problem solving with Teamsters- represented employees. Assisted a team of executive managers engaged in strategic planning for service integration, including interdepartmental neighborhood improvement efforts. Managed the community planning process in the Niles district for a gateway sign program, part of the City's revitalization efforts. Administrative Analyst 11, City Manager's Office August.1997 — June .1998 Served as the primary analyst administering projects for the City Manager. Edited and coordinated publication of Fremont Ci News, delivered to over 70,000 households. Coordinated "reinvention" activities, such as overseeing performance measurement programs, leading teams to "innovations" conferences, and developing follow-up activities. Served on and led interdepartmental and interagency teams that coordinated events including the All-America City celebration, Elected Officials' Summit, and an emergency preparedness drill, and that developed improvements to public notification processes and public communications. Coordinated a consultant feasibility study for a high-tech training center in a redevelopment area. Temporarily assigned to Development & Environmental Services for high priority projects. Lori Trevino Page 3 Education Kennedy School of Government, Harvard University Master in Public Policy, 1996 • Master's Project: Advanced Communications and Information Technology in Maine: Prospects and Strategies for Economic Development • Kennedy School Student Government, President Spring 1996, Executive Vice President Fall 1995, and Treasurer 1994-1995 • Relevant course work: Policy Analysis and Design, Public/Private Development, State and Local Economic .Development, State and Local Finance, Analytical Frameworks for Policy, Program Evaluation, Strategic Management, Advanced Quantitative Methods, Applied Macroeconomics, Advanced Economics University of Washington Extension Certificate in Public Relations, 1993 University of California, Berkeley AB with High Honors, Mass Communications and History, 1990 • Honors Thesis: Changing Journalistic Standards: A Study in Local News • Charles Mills Gayley Fellow • Order of the Golden Bear Affiliations and Volunteer Work • Association for Public Policy Analysis & Management, Member 2000-present • Non-Profit Housing Association of Northern California, 2000-present • International City Management Association, Member 1997-present •. Municipal Management Assistants of Northern California, Member 1997-present • California Alumni Association Chair, Charter Day Banquet Committee 2001-2002 President, Cal Alumni Club of Puget Sound 1993-1994 Vice President Scholarships, Cal Alumni Club of Puget Sound 1992-1993 Member 1990-present • Concord Coalition Presenter 1993-1994 Member 1990-present • 1926 Fairview Homeowners Association, Treasurer 1991-1994 • Order of the Golden Bear, Member 1988-present AUG-28-2001 10:51 P,02 CONTRA COSTA COUNTY ADVISORY BOARDS, COMMISSIONS, OR COMMITTEES APPLICATION FORM Name of Advisory board applying for Affordable Housing Finance Committee Application Form must be typed or hand printed I , Name of Applicant: Lori Tre-v I til(� Home Address: -CeVV-(kCe- 7Dr. City: E 0'2ry, 1+U State: cA zip: L94G -30 Home Phone: 1510* S M ' 4 0 h —Work Phone: 4)j ' C 31 ' q fc 00 Signature: ` _ 4 po Date: Personal Experience,Skills and Interests-Summary Education/Background: v V YcX SPP OP(d` neoQeen 9 iqqb y 06 Occupation/Employer: Col CommunityActivities: n ti C ' + 0.1 !tSSOC1G�- ��1 1 ��d-`� 4. L - C a l�.�`��-n�c�. � � r � Ori�i(�� 5� •�;��tc��t�� c� �0 Y. Special Interests: P- Y-ak2,-'1 JU-b Irl CMC . J14e U P Op rn Information: 1. File completed application with Affordable Housing Program Manager, Community Development Department,651 Pine Street,0 Floor,North Wing,Martinez,CA 94553. 2, Members of this Committee will be required to file annual Conflict of Interest Statements, 3. Meetings are generally held during the day,usually four or more tittles.a year. 4. Please attach your r6sum6 or statement of qualifications. KWas/d.ldau/wp(5/Mcccadvisoryboards.doc TOTAL P.02 August 28, 2001 Kathleen Hamm Affordable Housing Program Manager Community Development Department Contra Costa County VIA FACSIMILE: 925-335-1265 Dear Ms. Hamm: This is in response to your phone message of August 27, 2001. It is my understanding that my term is up as a member Affordable Housing Finance Committee. I am most desirous of staying on in this capacity as long as you Feel my services are beneficial. The purpose of this communique is to stzite my interest in continuing in this capacity. Very Truly Yours, Calvin S. Robie Enclosure: Resume' • A jig Belle Aienue, pleasant Hill,CA 94523 925-932.5353 x242/ croble@bowc.com i Calvin S. Robie r�'1r �i1 July 1996 - Present Bank of Walnut Creek Walnut Creek, CA 9'41w t.a.. Senior Mae Presidency Real Egt3te Division Construction lending in Central & East Contra Costa County, Alameda County, etc. - July 1988 —July 2996 Lamorinda National Bank Walnut Creek, C4 Senior Vlae President~Reol Estate Division Construction lending in Csntral &East Contra Costa County, Alameda County, etc. February 1970 - 1986 Bank of Contra Costa Walnut Creek, CA YKn Presldenc,Real Estite DivWon Construction lending in Central & East Contra Costa County, Alameda County, etc, �� n;V^ti�MyFMj il"iP.''lu;m jIC ir�..'-*a4;re�.4. STAND (formally Battered Women's Alternative) Board of Directors Member for 10 Years. Shelter. Inc. —Serve on the Property Management Committee For the past nine months. Contra Costa Board of Raaltors -- 18 Years