HomeMy WebLinkAboutAgenda Packet - 2010-07-27LAIC oswEco
AGENDA CITY OF LAKE OSWEGO
Centennial 1910-2010 CITY COUNCIL SPECIAL MEETING 380AAvenue
PO Box 369
htNa Tuesday, July 27, 2010 Lake Oswego, OR 97034
4:00 p.m. 503-675-3984
Council Chambers, 380 AAvenue www.ci.oswego.or.us
Contact: Robyn Christie, City Recorder Also published on the internet at:
Email: rchristie@ci.oswego.or.us www.ci.oswego.or.us
Phone: 503-675-3984
The meeting location is accessible to persons with disabilities. To request accommodations, please contact
Public Affairs at 503-635-0236, 48 hours before the meeting.
Page #
1. CALL TO ORDER
2. ROLL CALL
3. INTERVIEWS FOR COUNCIL VACANCY (15 minutes each)
3.1 James Radda (4:00)
3.2 Ellie McPeak (4:15)
3.3 Daniel Vizzini (4:30)
3.4 David Poulson (4:45)
3.5 Mike Kehoe (5:00)
3.6 Paul Moredock (5:15)
4. DISCUSSION (5:30)
5. ADJOURNMENT (5:45)
Jack Hoffman, Mayor ■ Roger Hennagin, Councilor ■ Kristin Johnson, Councilor
Donna Jordan, Councilor ■ Sally Moncrieff, Councilor ■ Mary Olson, Councilor ■ Bill Tierney, Councilor
JAMES P. RADDA
2028 GLENMORRIE LANE
LAKE OSWEGO, OREGON 97034
TEL: 503-636-6381
E-MAIL: RADDA@JUNO.COM
12 July, 2010
City of Lake Oswego
City Council Office
Third Floor, City Hall
380 A Avenue
Lake Oswego, OR 97034
Subject: Lake Oswego City Council Position
Dear Council Members:
I wish to apply for the City Council position which will be vacated by Councilor
Kristin Johnson. A copy of my current resume is attached.
I have over 25 years of experience in management. I have worked and lived
abroad for over 18 years. From these experiences I have gained insights into
working with people of diverse professions and cultures. This understanding can
be applied to the City Council position.
As manager with budgets and goals, I am also very conscious of making
decisions based on values and outcomes for the betterment of Lake Oswego.
I would welcome the opportunity to further discuss my qualifications.
JAMES P. RADDA
Mr. Radda was the Director of Production for the Energy Sector Beijing, China
Office. He was responsible for all personnel and facility issues and for project
financial controls and procurement for engineering -only and engineering,
procurement and construction projects.
Past responsibilities include U.S West Coast Offices Manager for the Energy
Sector Power Delivery Division, financial and contracts manager for the
Bangkok, Thailand and Jakarta, Indonesia offices where he established
accounting systems, a unified job costing system, local tax reporting, financial
administration of construction loans for the World Bank, negotiated contracts and
claims with clients and contractors, and collection of funds from clients.
Mr. Radda was also the manager of construction accounting for Red Lion Inns
where he was responsible for all accounting for the construction and renovation
of the firm's 55 hotels.
Representative Experience
Director of Production, Energy Sector, Beijing Office, China
January 2007— June 2009
Director Engineering, Procurement, Project Controls and Quality Assurance /
Quality Control. All technical and administrative personnel for Chinese and
international engineering, engineer / procure and engineer/ procure/ construct
power generation projects.
All Black & Veatch Clients in Region: Portland, Oregon
1995-2007
Regional Office Manager (as of 09-15-04) and Regional Office Control
Manager. All personnel and facilities issues and financial functions, including
accounting, reporting, budgeting scheduling, cash flows, invoicing and contract
administration.
Business Development and Branch Office Management, Black & Veatch:
Bangkok, Thailand
1991-1994
Business Manager and Business Development. Established branch office in
Bangkok. Established and maintained Accounting and Tax Reporting Systems.
Responsible for operation of branch office. Business Development for
Environmental and Transmission & Distribution work in Thailand and Laos.
Responsible for timely approval of invoices from clients. Trained assistant to be
office manager.
Panjapol Paper Industries. Bangkok, Thailand
1990-1991
Contract Facilitator. Construction project cost administration.
Page •1
JAMES P. RADDA
Red Lion Inns: Vancouver, Washing ton
1986-1990
Construction Accounting Manager. Responsible for contract administration,
financial reporting, and accounting for all construction projects and fixed assets.
Prepared projects' financial statements for lending banks and worked with banks
to ensure timely receipt of construction funds. Trained assistant accountant.
Black & Veatch: Kansas City, Missouri
1986
Procurement Manager. Responsible for purchase of materials and equipment for
all divisions.
Various Office Projects, Black & Veatch: Kansas City, Missouri
1984-1986
Planner. Responsible for construction contracts and project control schedules.
Wrote contract specifications and contract change orders.
Power Station: Jakarta and Semarang, Indonesia
1979-1984
Project Manager Administration. Controlled financial administration of
construction loans with The World Bank. Responsible for calculating cash flow
and contracts status. Negotiated contracts and claims with client and contractors.
Managed housing, transportation and administrations staff of 30. Completed two
power plants as only BVI representative in country.
Transmission and Distribution: Semarang and Bandung, Indonesia
1975-1979
Administrator. Responsible for construction contracts, including cost control and
change orders. Prepared contract financial reports for USAID.
Other Experience:
U.S. Peace Corp. Thai Malaria Eradication Project. Supervised malaria spray
teams and health workers.
U.S. Army. Medical Laboratory Technician for major military hospital in Korea.
Glenmorrie Neighborhood Association — Past President and current Treasurer on
Board.
Education:
B.S. Biology/Chemistry, University of Iowa
M.B.A. Portland State University
Language Capabilities
English, Indonesian, Thai
Contact Information:
James Radda
2025 Glenmorrie Lane
Lake Oswego, OR 97034 USA
Telephone Number: 503-636-6381
e-mail: radda@juno.com
Page • 2
1
JUL 19 2010
O'YCW LAKE osWEcl-
July 16, 2010
Dear Mayor Hoffman and Members of the City Council,
I enclose my resume. I am interested in serving the remainder of the
unexpired term of Councilor Johnson.
I believe my experience as a Councilor for nine years, ending
almost two years ago, will enable me to contribute significantly to the
work of the Council. While I am not up to date on all the current issues, my
background gives me a good basis to come up to speed fairly quickly. I
will do my best to productively participate in the decisions that will be
made in the remainder of 2010.
Thank you for your consideration.
Sincerely,
�1I► � I,� /III
is
Ellie McPeak
123 Furnace St.
Lake Oswego, Oregon 97034
503-699-1928
RESUME
ELLIE MCPEAK
Educational Background
B.A., M.A. in Economics (California State University San Diego); 20
additional graduate units n Economics (Gorge Washington University,
Washington D.C.)
Professional Background
Teaching: Economic Theory, Consumer Education, Introduction to
Business, History of Economics.
Federal Government: Cost Analyst at the Cost of Living Council in
Washington D.C.; Developed and taught a course in Personal Financial
Management for the U.S. Air Force in Europe
Affiliations
Lake Oswego Women's Coalition, West Willamette Democrats (W2D)
Volunteer Experience
Before moving to Lake Oswego, my "civic" life was within the Air Force
Community. I was a volunteer (Red Cross, Thrift Shop, Family Services) and
later an advisor to a number of family organizations and money -raising
events on Air Force bases worldwide. Since moving to Oregon, I have
volunteered at OPB in the Golden Hours program and at the Lakewood
Center Reruns shop.
Governmental Experience
I served three years on the Lake Oswego Arts Commission, chairing the
Public Art Committee for one year. I was appointed to the Citizens Budget
Committee in July 1999, and to the City Council in January 2000, leaving
at the end of 2008, when my second elected term ended. During my time
on the Council, I was the liaison to the Historic Resources Advisory Board,
the Library Advisory Board, and the 50+ Advisory Board. I represented Lake
Oswego on the Metropolitan Area Communications Commission, the
Regional Water Providers Consortium Board, and the Regional Emergency
Management Group. I currently chair the Lake Oswego to Portland Transit
Project Community Advisory Committee.
DANIEL G. VIZZINI
. 13830 Verte Court . Lake Oswego . Oregon 97034 . 503-636-5607 . vizziri@pcez.com .
July 20, 2010
City of Lake Oswego
City Council Office
Post Office Bos 369
Lake Oswego, OR 97034
RE: City Council Vacancy
Mayor Hoffman and City Councilors:
>c CEI V E.
JUL 2 0 2010
CITY OF LAKE OsW' GC
I respectfully submit this letter of interest and the attached resume for your consideration. I do so with the
full knowledge that Council will be best served by recruiting any one of a number of former Council
members who continue to reside in the community. Their experience and record of service make any one of
them eminently qualified to complete the remainder of Councilor Johnson's term of office. With this in
mind, I offer my candidacy in the event that you are unable to convince one of them to serve.
By way of introduction, my wife, Gail, and I have resided in Lake Oswego for the past 23 years. We are the
proud patents of two adult children, Michael and Elena, who were raised in Lake Oswego and are the
products of Lake Oswego public schools.
If selected for this appointment, I would bring to Council more than 34 years of professional experience in
government affairs. While most of my professional career has focused on public economics and finance, I
have substantial experience with the public policy development, community outreach and civic engagement,
intergovernmental relations and the development of legislative initiatives. I have a working knowledge of
Oregon Budget Law, Oregon Statewide Planning Goals, METRO Urban Growth Management Functional
Plan, Lake Oswego Comprehensive Plan, Lake Oswego City Charter, and Lake Oswego Community
Development Code.
My professional experience has been complemented by nearly a decade of service on the Lake Oswego
Planning Commission. From 1998 to 2008, I served in a variety of leadership assignments, including
chairmanship of the Commission itself, co-chair of the Quality of Life Indicators Task Force and chair of the
Affordable Housing Task Force. I took away from my Commission service an appreciation for a strong work
ethic, intellectual curiosity, a sober judicial temperament, a commitment to accountability and transparency,
and the appropriate uses of good humor, respect and empathy when dealing with controversial issues.
I seek this appointment to City Council out of a personal and professional interest in serving Lake Oswego in
a decision-making capacity for a limited time, under these unique circumstances. I do so without any interest
in standing for election in November 2010 for a full term of office. Although I am currently employed, full
time, by the City of Portland, my work schedule is sufficiently flexible to accommodate the additional
burdens of service on the Council
Thank you for your kind consideration.
Sincerely,
Damel G. Vizziru
Attachment: Professional Resume
DANIEL G. VIZZINI
. 13830 Verte Court . Lake Oswego . Oregon 97034 . 503-636-5607 . vizzini@pcez.com .
PROFESSIONAL EXPERIENCE
City of Portland, Oregon
Environmental Services
City of Portland, Oregon
City Auditor's Office
Other Employment
Public works financing and debt management
Local improvement district program administration
Administration of special assessments & system development charges
Municipal budgeting and accounting
Cost of service analysis, utility rate -making and financial forecasting
Information systems planning and design
Public policy planning and development
Market-based strategies and incentives for natural resource protection
Neighborhood planning and community development
Citizen involvement, customer service and conflict resolution
Planning and facilitation of group decision-making
Legislation and legislative lobbying campaigns
Curriculum development for leadership in sustainable development
Office of the Director, Legislative Analyst (2008 -present)
Business Services Group, Principal Financial Analyst (1999-2008)
Mid -County Sewer Project, Customer Services Manager (1997-1999)
Assessments and Liens Division, Assessments Manager (1988-1997)
Assessment and Liens Division, Lien Accounting Supervisor (1985-1988)
Oregon Solutions. Deschutes County Transportation Coordination Project
Project Facilitator (2005-2008)
Multnomah County Tax Supervising and Conservation Commission
Administrative Specialist (1979-1985)
New Jersey Department of Treasury, Bureau of the Budget
Program Analyst (1976-1979)
EDUCATION AND TRAINING Boston University. BA -Economics. (1976)
Public Finance Internship — Massachusetts Office of Environmental Affairs
University of Oregon. Pacific Program for Executive Leadership
Portland State University. Graduate Courses in Government, Public Policy
City of Portland. Management and Supervisory Training
COMMUNITY SERVICE
PSU Public Leadership for Sustainable Development (Collaborator: 2008 -present)
Lake Oswego Planning Commission (Member: 1998.2008 Chair: 2001-2003. 2005-2008)
Lake Oswego Affordable Housing Task Force (Chair: 2004-2005)
Lake Oswego Quality of Life Indicators Task Force (Co -Chair: 1999-2001)
Oregon Commission for Child Care (Member: 1988-1991. Chair: 1989-1990)
Oregon Child Development Fund (Founding Member. 1989-1993)
David C. Poulson PE
3325 Cedar Ct
Lake Oswego, OR 97034
July 20, 2010
Honorable Mayor and City Council
City of Lake Oswego
380 A Street
Lake Oswego, OR 97034
RE: Application for Interim City Council Position
Dear Mayor and City Council:
RECEIVED
JUL 2 1 2010
CITY OF LAKE OSWEG'
Thank you for the opportunity to submit this letter of interest as part of my application to
fill the interim City Council position being vacated by Kristin Johnson. I have every
confidence that your serious consideration of my application will be worthwhile.
To say that this is a serious position is a true understatement. I am acutely aware of City
Council's position as the legislative and policy-making body for the City of Lake
Oswego and that it is the final authority on most matters relating to the City. Moreover,
in the midst of a recession, there are current land use issues and capital/regional projects
before you that will significantly determine the future of Lake Oswego for decades. Add
to these serious considerations your responsibility to: establish general policies; enact
ordinances, resolutions and orders; review the annual budget; authorize contracts and
make appointments for City Manager, City Attorney, City Clerk, City Engineer, Police
Chief, planning commission members, etc and the full and daunting scope of this
position becomes clear.
From this brief description it should be obvious that any statement of qualifications for
this position cannot be truly communicated within the body of a cover letter or, for that
matter, within the scope of a comprehensive personal interview. Even personal
references are subjective at best. Since I do not know the Mayor and the current city
council personally, it will be a real challenge to convey in a brief period of time that I
have the perspective, education, experience, courage, conviction, judgment, integrity and
character to join your city council. And should not these qualities be given the greatest
weight in terms of selection criteria?
That said, I believe that my application can overcome this intrinsic disadvantage because
I know that I can demonstrate before you that I have the above qualities. Furthermore,
my career has fully and specifically prepared me for the position. As a former City
Honorable Mayor and City Council
July 20, 2010
Page 2
Engineer and now as a manager of a local consulting engineering business, I can honestly
say that my entire 25 year professional career has been focused on critical elements of
municipal government administration.
Here is a summary of my qualifications:
• I am a long term resident of Lake Oswego. My family moved to West Linn in
1990 and we moved to Lake Oswego in 1999. My children were educated within
the Lake Oswego School District and my wife, Michelle Poulson, is currently
employed as a special education teacher, and leads the Access program at Lake
Oswego High School.
• I am the Branch Manager and Principal -in -Charge for PACE Engineers Inc
located at 5000 Meadows Road in Lake Oswego. PACE Engineers provides
professional services for municipalities and private developers throughout
Washington and Oregon including 2 current projects in Lake Oswego:
Millennium Park and Lake Front Park. PACE Engineers Inc is also an active
member of the Lake Oswego Chamber of Commerce.
• I have extensive experience working with Municipal Governments over a wide
range of its administrative functions. I have a long history of public meeting
participation — including City Councils, Planning Commissions, and numerous
boards, special work sessions, etc.
• Between 1997 —1999 (3 years) I was employed as the City Engineer and
department head for the City of Petersburg, Alaska. My responsibilities included
the development and management of a $57 million Capital Improvement
Program. My responsibilities also included regular attendance and reporting at bi-
monthly City Council and planning commission meetings and regular interfacing
with the general public and the local press. Through those experiences and similar
others as a private consultant; I have developed a solid working knowledge of the
responsibilities, sensitivities and relationships between City staff, the general
public and elected officials/ policy makers.
• I am a licensed professional civil engineer in the State of Oregon. I have
extensive experience with financing, designing, managing, permitting and
constructing public infrastructure projects. My undergraduate degree in Civil
Engineering was earned at the California Polytechnic State University in San Luis
Obispo, CA (1985)
• I have a Masters Degree in Business Administration with an emphasis in
International business. I have an excellent grasp of financial statements,
marketing, and macro/micro economics.
Honorable Mayor and City Council
July 20, 2010
Page 3
• Through my municipal and business experience, I'm very comfortable with
municipal operational budget management including tax revenues, general fund,
federal and state grants and low interest loans, revenue bonds, general obligation
bonds, and other capital improvement program funding vehicles like tax
increment financing, improvement districts, System Development Charges, etc.
• I am an active member in the Kruse Way Rotary Club. I am currently in charge
of the community involvement activities of the club.
• I'm very active in the local community that supports and advocates for special
education issues and services.
Why am I applying for this interim position? The City of Lake Oswego has provided
my family with a safe, community oriented environment that included a high quality
education for both of my children. For these benefits I am eternally grateful. A
community like Lake Oswego cannot exist without the conscious and active support
of its residents and it's vitally important that this support endures for future
generations. I honestly don't think that I could give enough back to my country and
this community to offset what my family has already received. That said, although I
have never held an elected position, I will bring to Lake Oswego a non-partisan,
experienced and practical perspective that I know are valuable assets and are
currently in high demand. Through the perspective of my acquired world view and
its moral foundations, combined with my relevant experience and professional
background, I know that I meet the qualifications as a City Councilor. Please provide
me with the time and the opportunity to demonstrate that to you personally.
Thank you again for the opportunity to present this application for City Council.
Sincerely,
David C. Poulson PE
(503)819-2608
RESUME
DAVID C. POULSON, PE
3325 Cedar Ct
Lake Oswego, OR 97034
Contact: 503-819-2608
General Career Goal
To provide to the community of Lake Oswego the benefits of my acquired business,
economic, professional, legal, academic and political skills. To promote myself as a
leader through the demonstration and application of these acquired abilities.
Education
Bachelor of Science, Civil Engineering, California Polytechnic State University, San Luis
Obispo, CA
Masters of International Management (International MBA) - Portland State University,
Portland, OR
Foreign Language Proficiency - Mandarin Chinese
Registration
Registered Professional Civil Engineer
Oregon 416457PE, 12/31/92
Alaska 49667, 12/15/97
Maryland #0026023 07/12/01
Professional Affiliations
National Society of Professional Engineers
American Society of Civil Engineers
American Consulting Engineering Companies (ACEC)
Other Professional Accomplishments
Past Club President Rotary International — Petersburg, AK
Toastmasters International
ACEC Speaker Bureau Director
Kruse Way Rotary (current)
Career and Professional Experience
Business Development and Administration
Office Management
Financial Management
Engineering Department Management
Municipal Engineering Department Management
Facility Planning and Development
Public Infrastructure Maintenance/Expansion
Transportation Design
Public Policy Development
Contract Administration
Land Use Planning
Sustainable Development and Low Impact Design
Commercial, Industrial and Residential Development
Environmental Assessments
Construction Administration
My wide ranging professional experiences include: business development, city
engineering; municipal policy development, public and private contract development and
administration; land use planning and community development; transportation planning
and engineering, infrastructure and public facility maintenance and expansion; civil
engineering design, marketing, project management and construction administration. I
have managed the planning, entitlement, financing, design and construction of
infrastructure/ public works projects ranging in size from $500,000 to large
$150,000,000, and a few which were much larger.
Employment History
PACE Engineers Inc (December 2009 to Current)
5000 Meadows Road, Lake Oswego, OR 97035
Business Type: Municipal/ Utility District Engineering/ Public Works, Property
Development Services, Structural Engineering. Approximately 150 employees — 3
offices.
Position: Office Manager and Principal in Charge (Oregon Operations).
Comprehensive business management.
• The Chazen Companies (November 2007 to December 2009)
21 Fox Street, Poughkeepsie, NY 12601
Business Type: Transportation, Development Services, Public Works.
Approximately 175 employees — 4 offices
Position: Senior Director of Engineering — Department head for an engineering
department consisting of 60 civil engineers and project managers.
• Yanson LLC, (April 2006 — November 2007)
3325 Cedar Ct, Lake Oswego, OR 97034
Business type: Consulting for engineering projects and product import/export
development in China.
Position: Vice President - responsible for new business development in China.
• City of Petersburg, Alaska (April 1997 to April 1999)
P.O. Box 329, Petersburg Alaska 99833
Business Type: Municipality — City population: 4000
Position: City Engineer. Responsible for Capital Improvement Budget of
$57,000,000
W&H Pacific Inc. (April 1999 to April 2006)
9755 SW Bames Rd, Ste 300, Portland, OR 97225
Business Type: Transportation Engineering, Land Development planning and
engineering. 320 employees — 5 offices
Position: Client Manager/ Project Manager for private developments and public
infrastructure projects
Personal and Professional References Available Upon Request.
MIKE KEHOE
July 20th, 2010
Mr. JaC . Hoffman
City of Lake Oswego
380 A Avenue
Lake Oswego, OR 97034
Dear Mayor Hoffman:
C�I�V tD
JUL 2 1 2010
CITY OF LADE OS"�' CG
I am writing to you to express my interest in being appointed to fill the recently vacated City Council
position.
I am interested in being appointed to the Council position because I believe that Lake Oswego is a
unique and fabulous city. We have a vibrant core city area, a very supportive and involved community,
an environmentally sensitive and sensible attitude, and a responsive city government. I believe that I
can help the city to continue to build on these great characteristics and to keep our city as one of the
best places to live in the United States.
As you will note from my resume, I have extensive business experience .starting, growing and managing
enterprises from start-up all the way to sizeable companies. I have a breadth of experience volunteering
in the non-profit world and the government world, including election to a school board, chairing the
school board and now serving on the Configuration Committee for the Lake Oswego School Board.
Volunteerism is a passion of mine, such as coaching multiple youth sports in Lake Oswego, school
classroom help and assisting many other community organizations. In addition, I have been involved in
a wide variety of commercial real estate activities including due diligence, financing, leasing, acquisition,
disposition and management.
If appointed to the Council, I will bring my cooperative attitude and superb work ethic to help insure
that the City government is responsive to the citizens and keeps Lake Oswego a wonderful place for all
to live and work.
Thank you for your consideration.
Sincerely,
__'
Mike Kehoe
PO Box 428 ■ Lake Oswego, OR 97034 ■ 503.706.8365 ■ Fax 503.961.8035 ■ mikekehoe@aol.com
MICHAEL P. KEHOE
P.O. Box 428
Lake Oswego, OR 97034
mikekehoe@aol.com
503-706-8365
Summary of Qualifications
Two decades of entrepreneurial and executive -level management success featuring skills in:
• business launch/expansion financial analysis/P&L
• acquisitions investment management
• niche marketing/territory growth staff leadership
• forecasting/strategic planning public speaking
• contract negotiation consulting
• product introduction/market penetration research and evaluation
Career reflects significant achievements in all aspects of business which include operations, human resources,
productivity, quality assurance, customer service and client retention, cost containment, morale building, and
logistics. Forward -thinking and dynamic manager who creates and sustains productive and motivated teams.
Versatile, adaptable, and self-directed.
Experience Highlights
2006 to present KEHOE INVESTMENTS Lake Oswego, OR
Property Investor
Own and manage 12 multi-million dollar commercial properties in Oregon, Utah, Washington, and Idaho.
Conduct due diligence, financing, and purchase: In charge of lease negotiations, site modifications and
maintenance, manager selection/ oversight, financials and documentation. Acquired properties through various
LLCs.
1991 to 2006 WESTERN RELIANCE CORPORATION Portland, OR
CEO/President
Launched full-service insurance/software agency specializing in risk management through tracking and
collateral portfolio protection. Recruited staff, established policies and procedures, drove sales and marketing
initiatives, made purchasing and financial decisions, built extensive client network. Analyzed programs and
made upgrades to keep pace with trends and competitors. Planned and led management meetings, directed
senior -level team, signed off on all processes.
* Built annual revenue from $200,000 to $10 million and staff level from two to 80, developing clients in
26 states.
* Acquired a St. Louis operation comprising 14 staff, integrating that company with the main corporation.
Cross -trained and instituted programs at the Missouri site. Negotiated and structured acquisition and
participated in all phases of due diligence.
1983 to 1991 PRUDENTIAL SECURITIES Portland, OR
Vice President
Securities and investments executive included all aspects of researching various investments and counseling an
extensive client base.
CONTINUED ON PAGE TWO
MICHAEL P. KEHOE: PAGE TWO
Education
UNIVERSITY OF OREGON, Eugene, Oregon Bachelor of Arts, Business Management 1981
Selected to participate in five-day Entrepreneurial Masters Program at Massachusetts Institute of Technology
(MIT), appearing with other founders of companies grossing more than $1 million. One of forty finalists from
around the world attending this 3 year program.
Activities / Community Service
Speaking engagements/appearances: University of Oregon MBA Classes and entrepreneur club (2008-2009)
Judge for University of Oregon International MBA Business Plan Competition (2008-2009); Judge for OEN
Award Program (2003, 2005)
Member Micro -lending Board for Mercy Corps Northwest (2006 -present): Review, analyze and approve
program opportunities; working with Mercy Corps Phoenix Fund developing new donor sources and public
relations. Most recently helped with business plan rollout for new, regional Singapore based humanitarian aid
facility.
Volunteer with Transitions Global (2008-2009), helping with site selection for new Portland shelter and
fundraising. Volunteer Loaves and Fishes (2009). Volunteer Lake Oswego High School student interview
program (2007, 2008, 2009)
President Emeritus and Founding Member, Portland Chapter of Young Entrepreneurs Organization (YEO). As
founder, grew chapter from zero to 65 members. (1994-2007).
Board Chair, Riverdale School District; Director, Riverdale School District Budget Committee (1999-2005)
Board Member, Lake Oswego High School Lacrosse Club (2008-2009); Board Member Cascade Pacific
Council Boy Scouts of America (2004 -present). Assistant Scoutmaster in Lake Oswego Troop (2007 —
present)
Board Member, Northwest Banks in Insurance and Securities (1994-1996)
Hobbies / Interests
Running (5 marathons), cycling, fitness, snow skiing, water skiing and lacrosse. Youth lacrosse coach, youth
football coach, youth soccer coach and youth baseball coach.
July 11, 2010
Mr. Jack Hoffman -Mayor, City of Lake Oswego
City Council Office
Third Floor, City Hall
380 A Avenue
Post Office Box 369
Lake Oswego, OR 97304
Dear Mayor Hoffman,
RECEIVE
JUL 1 3 2010
CITY OF LAKE OSlVEGC
I write to express my strong interest in serving as interim City Councilor for the
remainder of the term being vacated by Councilor Kristin Johnson.
My family and I have lived in Lake Oswego since 1991. My children have attended K-
12 in the Lake Oswego school district, and my wife currently works as a teacher for
the district. I have a masters degree in marriage, family, and child counseling and
have spent the majority of my life working in some capacity in higher education.
My professional career currently involves fundraising and communications
consulting for clients in higher education. I have volunteered on the finance
committee for the LOSD, and with the LO Arts festival. Our family actively
participates in local neighborhood association meetings in First Addition, where we
live, as well as in community meetings on transportation, water and land use, and
issues impacting our schools.
My professional experiences have included being a store manager with Nordstrom,
serving as vice president for the Portland United Way, and owning my own
business. I believe I understand the issues of city planning, balancing public interest
with private enterprise, as well as understand land use and development issues that
impact each constituent group involved. I have managed multi-million dollar
budgets, large paid staffs, volunteer boards, community action groups, and lead
strategic capital campaigns.
I love living in Lake Oswego, and volunteering for this interim position seems a
wonderful way to demonstrate that affection. I believe I have the knowledge, skill,
and collaborative ability to seamlessly serve during this time of transition for the
City Council.
Thank you for your attention and consideration,
f
Paul Moredock
Paul Moredock
WORK EXPERIENCE
Consultant
Self-employed
Development
844 5`h Street
Lake Oswego, OR 97034
(503) 744-0947
paulmoredocka_comcast.net
Portland, Oregon
01110 -Present
• Provide fund raising, marketing, and public relations services to nonprofits in Oregon and
California, which generated in excess of $500,000 in charitable contributions
• Increased number of volunteers participating on the Foundation Boards, engaged local
schools districts, retired school teachers, and corporate employees
• Maintained Corporate and Foundation gifts for exhibit and program support
• Reorganized staff roles to focus on donor data, annual fund strategies, event
management, and major gift initiatives
• Developed annual fund strategies for current members, including phone-a-thon, planned
gifts, major gifts, and event management
Western Oregon University
Vice President
University Advancement
Executive Director, WO U Foundation
Monmouth, Oregon
01/08-12/09
• Responsible for oversight and direction of the departments of Alumni Relations,
Publications & Communications, Annual Fund, and Major & Planned Giving
• Organized private financial support for the launch of a $5M Nursing Program in
collaboration with Oregon Health Sciences University and WOU. Generated $500,000 in
community grants for the Nursing Program
• Implemented a new Annual Fund strategy to yield over $1M in unrestricted gifts and to
increase alumni participation
• Created new strategies for endowed scholarship gifts, and a Planned Giving initiative
resulting in over $400,000 in new gifts
• Provided creative leadership and staff support for the department of Athletics to enhance
their annual and scholarship giving for Div. II student athletes, yielding over $250,000
• Developed and implemented alumni and annual fund strategies for current students,
including student phone -a -thou, alternative spring break program support, and the
Alumni / Student Scholarship Banquet
• Increased number of volunteers, and their involvement in the Foundation Board, Alumni
Boards, and Friend of the University Boards
• Created and staffed a department focused on donor data, prospect research, and donor
stewardship with a focus on 70% accuracy of donor information
University of Washington
Assistant Dean
Development & External Relations
School of Law
Seattle, Washington
2005 to 2008
• Directed the strategic vision for offices of Alumni Relations, Annual Giving, Major Gifts,
Planned Gifts, Communication and Marketing, and Event Planning.
• Secured $33.3 million for public service law scholarships from the Bill & Melinda Gates
Foundation honoring William H. Gates, Sr., the largest scholarship gift in the history of
the University of Washington School of Law.
• Raised 52%($36.5MM) of a $70 million capital campaign within the first year.
Implemented strategic campaign concepts to reach actual goals.
• Established a Planned Giving Society, recruited volunteer leadership, created marketing
materials, and recorded over $950,000 in the first year.
• Generated endowment funds in support of 5 new student scholarships, within the past 1 '/Z
years.
• Refocused annual fund activities to target strategic segments of alumni resulting in
increased participation.
• Implemented the Law Firm Annual Challenge, a collaboration with the Law School
Foundation to engage with 30 law firms in the greater Seattle area for purposes of alumni
engagement, and participation in the annual fund and capital campaign.
• Implemented a redesign of marketing and communications materials, including
magazine, monthly e -briefs, and all department and program materials for common "look
and feel". Created the first "Guide to the Faculty", a handbook featuring each faculty
member, their academic and professional areas of expertise.
• Organized volunteer structure that supports top level administration, alumni, and capital
campaign goals.
• Organized strategic planning activities addressing campaign plan implementation,
volunteer engagement, press releases, and media events.
• Reorganized the focus of the Law School Foundation to target major gifts, corporate
support, and planned gift solicitation.
• Implemented an alumni relations strategy to include regional events, increase reunion
participation, and better annual celebrations honoring donors and volunteers.
Lewis & Clark College Portland, Oregon
Associate Vice President for Alumni and Development 1999-2005
Director of Alumni Relations
Major Gifts Officer
• Strategic oversight of the offices of Annual Giving, Alumni Relations, and Research and
Records; 3 mangers, and 13 staff.
• Worked to increase alumni participation in the annual fund from 22% to 35% over three
years and dollars raised by $130,000 over two years.
• Portfolio of 50 major donors, constituents with inclination and capacity to donate $10,000
or more a year.
• Developed strategy for national and international alumni chapter development resulting
in a 300% increase in events attendance in the first year.
• Strategically increased funds raised to support athletics by targeting vendors of College.
Grew annual golf tournament funds raised from $10,000 to $59,000 in one year.
Maintained new corporate sponsorships on an annual basis.
Improved the Alumni Honors Banquet, Sports Hall of Fame dinner, and Holiday Gala
resulting in better attendance, more corporate support, and increased visibility of
honorees.
Stewardship of Parents Council to oversee and advise on communications, programs, and
events for parents.
Organized a fund-raising and alumni relations plan for the Graduate School of Education.
United Way
Vice President of Allocations and Annual Campaign
Portland, Oregon
1996 to 1999
• Executive level management of the annual campaign ($19 million) which allocated $11
million to agencies annually; 4 managers and 25 staff.
• Designed and developed customized corporate campaigns, and internet campaigns, that
increased 3-6% annually.
• Developed the first community cooperation between United Way and the Oregon Health
Appeal.
• Organized and administered fund raising contract for the local Combined Federal
Campaign.
• Implemented monthly meetings with Agency Executive Directors to enhance community
awareness and reduce duplication of services.
• Improved local recognition of large charitable gifts.
• Developed an on-the-job training module for staff that resulted in increased corporate
accounts and improved customer service.
Nordstrom, Inc.
Store Manager
Various Positions
Portland, Oregon
1992 to 1995
1981 to 1991
• Managed the Clackamas Town Center store; 45 Department Managers, 7 Operational
Managers, 280 employees, $6 million operating budget, and annual sales over $30 million.
• Increased sales volume each year.
• Directed annual marketing of store, including ads, fashion shows, and radio.
• Reduced operational expenses, and recognized in the top 10 corporately.
• Achieved store recognition for highest level of customer service.
• Created "Teacher Celebration" fashion show that was duplicated nationally.
• Increased credit applications 10% annually.
EDUCATION
California State University; Long Beach
Master of Science
• Marriage, Family, and Child Counseling (license # M11886)
• Community College Teaching Credential
• CSULB Counseling Center Intern Scholarship
• Clyde M. Sanford Memorial Scholarship
California State University, Chico
Bachelors of Science
• Psychology major
• Political science minor
I 1'r
LAKE OSWEGO
CHAMBER OF COMMERCE
EST. 1 941
FORGING RELATIONSHIPS,
BUILDING COMMUNITY
July 27, 2010
Resolution to the Lake Oswego City Council regarding selection of Kristin Johnson's replacement:
The Board of Directors of the Lake Oswego Chamber of Commerce believes that the decisions made
and actions taken by the Lake Oswego City Council are among the most important determiners of
our ability to fulfill our mission of actively promoting business success in partnership with the Lake
Oswego community. Consequently, we ask on behalf of our membership that in filling Kristin John-
son's seat you choose an individual who:
• Believes that the Chamber of Commerce is a vital part of the business of the City
• Favors the continuation of the Lake Oswego Economic Development Department and its current
efforts
• Believes that strategic partnerships are necessary among the business community, government
and civic organizations to positively impact the economic prosperity and quality of life in Lake
Oswego
• Demonstrates an existing understanding of Lake Oswego issues and government to allow them
to assume the appointed role without a significant learning curve
• Has already served on a board or commission
• Has sufficient time to devote to the remaining term
In addition, we favor the appointment of an individual who states that he or she will not run for the
office in November, 2010.
Sincerely,
Jerry L. Wheeler, Sr. IOM
CEO
242 'B' Avenue - PO Box 368 - Lake Oswego, OR 97034
(503) 636-3634 -FAX: (503) 636-7427
www.lake-oswego.com -email: jerryw@lake-oswego.com
Christie, Robyn
From:
glenmorrie@aol.com
Sent:
Tuesday, July 27, 2010 6:45 AM
To:
COUNCIL
Subject:
city council appointment
Message from the web site:
July 23, 2010
TO: Lake Oswego City Council
FROM: Glenmorrie Neighborhood Association
RE: James Radda
On behalf of the Glenmorrie Neighborhood Association, we are submitting our support for James
Radda as an interim City Council member.
Jim has served as past chair and current board member of the Glenmorrie Neighborhood
Association. He has continued to be involved in Lake Oswego community affairs, keeps up to date on
city issues and brings a professional attitude to meetings as well as an ability to problem solve in an
efficient manner.
Thank you for giving Jim your full attention and consideration for this interim position.
Sincerely,
Glenmorrie Neighborhood Association Board
Liz Hartman, chair Brenda Troisi
Todd Ahrens Barbara Browning
Carolyne Jones Victoria Cartwright
RE: questions
RE: questions
Tierney, William
Sent: Monday, July 26, 2010 3:32 PM
To: Hoffman, Jack; Council Distribution
Page 1 of 1
Jack: Part of what I look for in the interim councilor is ability to participate
in some of the key issues coming before council this year. Not to discount someone
coming up to speed on an issue, but I think it might be valuable if we talked about
their thinking on the key issues. If you and others concur I would delete
questions "In your opinion, what are the biggest issues for the Council right now?
Where would you like to see the Council focus its attention?" to ask questions
about their understanding and opinion on WEB, Streetcar and Sensitive Lands since I
think these issues will be before us during their ter
From: Hoffman, Jack
Sent: Saturday, July 24, 2010 3:52 PM
To: Council Distribution
Subject: FW: questions
To all
I am forwarding Robyn's email and suggested questions. We only have 15 minutes per
applicant. We will rotate the questions among the 5 of us ( Roger will be gone).
If you have other questions, please email them to the group.
Thanks
Jack
From: Christie, Robyn
Sent: Thursday, July 22, 2010 5:01 PM
To: Hoffman, Jack
Subject: questions
Please check in with the Councilors about the process. Because we have 6
applicants, I was only able to schedule 15 minutes each. You may want to schedule
second interviews if you have a couple of top candidates and need more time.
Some suggested questions to get you started:
Tell me about why you would like to fill this vacancy. Is there any
specific issue that motivated your decision?
How do you think the City is doing?
In your opinion, what are the biggest issues for the Council right now?
Where would you like to see the Council focus its attention?
What makes you stand out from the other applicants. Why should we select
you?
Robyn Christie, City Recorder, MMC
City of Lake Oswego
P.O. Box 369
Lake Oswego OR 97034
503-675-3984
https://lo-exchange.ci.oswego.or.us/O WA/?ae=Item&t=IPM.Note&id=RgAAAACvgy12kg... 7/27/2010
CITY COUNCIL SPECIAL MEETING
INTERVIEWS
JULY 27, 2010
Mayor Jack D Hoffman called City Council Special Meeting to order at 4:06 p.m. on July 27,
2010, in the City Council Chambers, 380 A Avenue.
Present: Mayor Hoffman, Councilors Moncrieff, Tierney, Olson, and Jordan. Council
President Johnson and Councilor Hennagin were excused.
Staff Present: Robyn Christie, City Recorder Alex McIntyre, City Manager; David Powell, City
Attorney
3. INTERVIEWS FOR COUNCIL VACANCY
Mayor Hoffman explained the interviewing and applicant selection process to replace the pending
City Council position being vacated by Kristin Johnson. An official decision to fill the vacancy would
be made in August.
3.1 James Radda
Q: Why would he like to fill this vacancy, was there a specific issue that motivated him to apply?
A: Prior to the vacancy, he had not considered running for City Council. He had served on several
boards, including the Downtown Portland Condo Association, Citizens Advisory for Lake Oswego
School Board and as President of his Neighborhood Association. His work experience placed him
in positions where he had to perform in stressful situations. He was the Regional Manager of an
engineering company for two of their regional offices. His last position was as a non -engineer
managing 175 employees in Beijing, China. He found he thrived in difficult situations. He believed
even though he had limited experience with the City of Lake Oswego, he has the ability to learn a
lot, learn on the fly, and exercise good judgment.
Q: Were there any particular or specific issues facing the City Council over the next four months
that lead him to apply?
A: He would like to pursue the sustainability issue. Although he did not call it that, he believed the
highest and best use for resources was to do nothing. If sustainability was going to be developed,
they needed to consider the amount of damage they would cause and with minimal development,
no matter where it was, to make something that was viable for people and yet did minimal
environmental damage. He believed any time there was development there would be damage and
nothing people had done to the environment had improved it.
Q: What did he think were the biggest issues facing the Council now and in the next four months?
A: He believed it was the money issue, and if something had to be cut, the last thing to be cut
should be the infrastructure because that was the longest to recover.
Q: Did he have any thoughts regarding the programs or issues facing the Council over the next
four months, which include West End Building Refinance, Foothills/Streetcar, and Sensitive Lands?
A: Regarding the West End Building refinance and property, he had been through the building
several times and there was a lot of excess space. He did not know about the financing part but
the building was an under-utilized facility, which could cause financing issues. Regarding the
Foothills/Streetcar Development, he frankly believed the millions being spent on this potential
development was a waste of money at this time and that it should not be done. It certainly did not
City Council Special Meeting Minutes Page 1 of 8
July 27, 2010
need be done this year or even the next; most believed it would be 5 to 10 years before the City
could be viably developing that project. Regarding the Sensitive Lands process and decision,
although he was interested in resources, it was a complicated subject. He had read and seen
many arguments, but was not sure what position he would take, nor what the objective was.
Q: Would he still be interested in running for the City Council interim position, knowing that this
current appointment only lasted until December 31, 2010 and with the position being available
again for the November 2010 elections?
A: If he were selected as the replacement Councilor, he would want to see it for a couple of
months to decide if he wanted to continue in that role after the November 2010 elections. He
probably would be interested in running but he did not want to commit.
Q: Could he expand upon his comment that the money issue was the number one issue facing
the Council?
A: He believed it was not unusual for Lake Oswego that revenues had decreased and expenses
had increased or stayed the same, but the question was how to make it work. If there were cuts, he
would like the last cut to be the infrastructure. Infrastructure was a long-term thing, and though it
might be cruel to say, people were easier to find, and losing infrastructure means losing something
for years down the road.
Q: Was he the past Chair of the Glenmorrie Neighborhood Association?
A: Yes, he was the President of the Committee that formed the neighborhood plan, and once
formulated he became the Chair of the Association for two to three years. He returned to the board
last year and was now the Treasure for the Association.
Q: Did he personally have a Sensitive Land overlay?
A: He replied no.
Q: Did he have any issues that he would like the City Council to focus their attention on?
A: He stated other than what the Council was doing now, no.
Q: What was his impression on how the City was doing?
A: He believed the City was doing well, even with the constraints put on by Metro, the State of
Oregon, and the economic situation. Coming from a small town in Iowa, he liked a small town
atmosphere with city development done in a suburban area, a village concept; he liked what had
already occurred in that regard.
Q: Are there any final comments he would like to add? Why should he be selected over the other
applicants?
A: Although he did not have as much experience working with the City as the other applicants,
which might make him less qualified, he did have a lot of general management experience. He
admitted the Councilors did not know him personally and that selections were made based on
being familiar or having a certain rapport with someone but as he stated, his strength was being
placed in difficult positions where he had to make due and make corrections.
Mayor Hoffman called for a short minute break and reconvened at 4:25 p.m.
3.2 Ellie McPeak
Ms. McPeak withdrew her application.
3.3 Daniel Vizzini
Q: Why would he like to fill this vacancy and what specific issue motivated him to apply?
A: He believed it was an interesting opportunity to be on that side of the room, although four
months was not a long time, it was just enough time to get a sense of what being on the Council
City Council Special Meeting Minutes Page 2 of 8
July 27, 2010
would be like in the capacity of decision maker rather than advisor. City Council was the one part
of government in which he did not have experience; therefore the four-month interim position would
be enough time to fulfill his curiosity of a City Councilors role and the dynamics inside a decision-
making, government body. He had no specific issue that motivated him to apply; he had lived in the
community for a quarter of a century, was intensely involved in the community and the Planning
Commission, and wanted to be involved in a meaningful way. The vacancy on the board was so
short that he had no agenda or intent to change the course of the City in that time. However, there
are issues in the calendar that run the gamut, and this was a great opportunity for somebody
interested, so he didn't think there was just one issue. He was more interested in the dynamics and
process of government rather than the issues.
Q: What did he see were the biggest issues for the Council over the next five months?
A: The issues currently before the Council have long-term effects, Foothills, Streetcar, WEB, and
the managing of the budget in terms of how the Council tees it up was an issue all by itself. In
addition, the Comprehensive Plan and Stafford was a huge issue. The issues facing the City
Council will involve discussions and early decisions that are at the beginning of a much longer
process with longer-term ramifications. As a former Planning Commissioner, he believed it felt right
to be involved with the big issues that have long-term reach.
Q: Are there any issues he felt the Council should focus their attention on over the next five
months?
A: He believed the Council should focus on the management of public services. He shared his
prior boss's outlook on conserving public resources, staying focused on the core mission and
attending to the "knitting," the small items, so it doesn't come back to bite you. In tough economic
times, how the Council manages the City, both the budget and the performance of Staff, becomes
a critical and credibility issue that would pay the City back if they came out of this fiscal year both
with a stronger organization, with the blue print for a stronger community. He believed it would
benefit the City to deal with the small items and performance. Many things in the City get high
marks while the controversial issues, like land use, were harder to manage and required more
attention.
Q: What were his thoughts regarding the programs or issues facing Council, including West End
Building, Foothills/Streetcar, and Sensitive Lands?
A: Regarding Sensitive Lands, the test scores had done exactly what they were asked, which
was figure a way to balance the demands as stewards of the city's natural resources and the
concerns raised by property owners. The way the Council worked through it over the year was a
good investment because of what it meant in terms of engaging the community as much as the
end results. He believed there was still a lot of work to do on that issue. Regarding WEB, he did
not know enough to speak intelligently about it. He agreed that once property came into the public
trust it should never be gotten rid of, lease it for 150 years but never get rid of it, because it was
hard to get property into the public domain. The future of WEB depended upon effectively using the
space in a way as not to drain the treasury. Regarding Foothills/Streetcar, he would not link them,
although he understood they were. There was a faster timeline than he suspected; he would have
preferred to see Foothills develop in its own time and way with the guidance and investment of the
City without the faster paced development influenced by the Streetcar. Regarding the Streetcar, he
believed Lake Oswego needed to become a more efficient community with the hope for a greater
linkage to the rest of the region and a lower carbon footprint; part of the decision on moving
forward needed to be about how to make things more efficient.
Q: Where should the Council focus its attention and what are the biggest issues for the Council
over the next five months?
A: He believed the biggest issues were the "knitting," focusing on what they should be spending
their time and attention on and long-term issues needing near-term decisions; those should not be
City Council Special Meeting Minutes Page 3 of 8
July 27, 2010
ignored. The Comprehensive Plan needed moving in the right direction and Foothills needed to be
addressed, but it was really about the "knitting."
Q: What made him stand out from the other applicants and why should the Council select him?
A: He did not know the other applicants so it would be unfair for him to speak about them.
However, the time he would spend in the position he would bring a certain independence of
thinking and a long resume of experience dealing in municipal affairs, from the financial side, to
infrastructure, to community process, and civic engagement. He was not viewing the appointment
as a path to get into public office.
Q: Did he intend to run in the November 2010 elections, when the position opened again.
A: He stated no, he did not intend to run.
Q: Could he expand on his comment regarding how the "knitting" was like managing the public
services and as a Council member how would he accomplish that?
A: He works in Portland where the lines are blurred between executive and legislative. However,
there are a series of status reports on the Council's calendar and check -ins with Staff on areas that
are critical or of interest to the Council. Those engagements give opportunities to work with the City
Manager and Senior Management to increase performance, proficiency, and to move towards their
goals. It's a little more indirect, and just a different way of doing things. During the recession of the
1980s, Portland's City Council and Office of Finance, initiated an allotment system. The budget
appropriations were done by the quarter, and when things got really bad, they were looking to
allocate by the month. That turned out to be administratively insane, but allocating by quarter
meant that savings within the budget could be culled and protected. He believed there were other
ways of doing oversight with the administration and over the next couple of years, there would be
more oversight type meetings, which was the way he would pursue it.
Q: Could he give his thoughts on his statement that the Council would need to address the
Stafford issue soon?
A: He regretted that when he was on the Planning Commission, they had begun work around
2001-2002 regarding the Master Planning around Stafford; Ron Bunch even prepared a
preliminary draft of a Concept Plan for what Stafford might look like that was enlightening and far-
sighted. Regardless of the current process, the Master Planning around Stafford was a lost
opportunity for the City to control Stafford's level of density and development. Resources are tight
but it would be money well spent to start thinking about the future of Stafford.
3.4 David Poulson
Q: Why would he like to fill this vacancy and did any specific issue motivate him to apply?
A: He said he wanted to apply as a way to give back to the community for their support of him
and his family. He worked as a civil engineer and office manager and shared specific information
regarding his children's health and his family's commitment to their education. He was now in the
position to serve in a role as City Councilor and wanted to increase his exposure.
Q: What motivated his decision?
A: He believed he could bring special qualifications that would represent a perspective he had
gained over the last 25 years, not only as a private consultant for property development in cities
like Lake Oswego, but also as a formal city engineer for a small community in Alaska. He has
experience on both sides of the table and understood the dynamics and perspective of the city. His
business education from managing a business in Lake Oswego would be refreshing and the
Council could learn from his perspective. He spent two years in China with an MBA in International
Business and his experience with the economy would bring a global perspective that would inform
his local decisions, which would be beneficial to the Council.
Q: Was there any specific issue that motivated him to apply for the position?
City Council Special Meeting Minutes Page 4 of 8
July 27, 2010
A: It was his practical knowledge of how cities functioned and his perspective on both sides of the
equation. He did not have any agenda in terms of Sensitive Lands or the rail car; he would like to
discuss those issues in detail with the Council to elaborate on his larger vision of things that time
would not allow. He wanted to offer his practical knowledge, experience and perspective to
Council, which will help him get more exposure.
Q: What did he see were the biggest issues for the Council over the next five months?
A: He stated it was the economy. He did not believe this was a cyclical recession, but a sea
change was coming and decisions could not be made unless based on the larger economic
perspective. He discussed in detail the yield curve, long-term bond rate, Federal Reserve, the
Carter years, and concluded that his point was the interest rate must and would adjust. He stated
that he brings an economic perspective to inform Council decisions.
Q: Were there any local issues that he felt the Council should be focusing on?
A: Using Sensitive Lands as an example, he tried to negotiate resource protection areas, buffers,
for clients who had large developments. As an engineer, he had learned when designing
something complex, the design or policy needed to include some type of adjustment when applying
it to the real world. The Sensitive Land issue needed that type of adjustment.
Q: What were his thoughts regarding the West End Building and Streetcar issues?
A: Regarding the WEB, he did not know what the City's current finances were in terms of
affordability and maintaining debt services but he believed the City should hold on to the building
as an asset something that has intrinsic value. Regarding the Streetcar, he believed it was a larger
subject and that the model used to establish the economic viability was based upon past
demographic and economic models. He was not against it, but believed a closer look should be
taken at the Streetcar issue as his concern was with past loose credit issues and the momentum
was pushing the Streetcar in that direction.
Q: Did he intend to run in the November 2010 election?
A: He stated it was not his plan to run for election at this time. Once the Council became familiar
with him he would than consider running in another year or two.
Q: What type of exposure did he hope to gain by sitting on the Council for the next five months?
A: He believed it would give people the chance to get to know him as a serious person with an
extensive background, education, and perspective.
3.5 Mike Kehoe
Q: Why would he like to fill this vacancy, was there a specific issue that motivated him to apply?
A: He would be running for City Council in the November 2010 election and believed the position
required a lot of time and energy. By starting in the position as soon as possible, it would help him
to get up to speed, learn the facts of the City, help him make good decisions, and become a part of
the team. He did not apply for the vacancy based on one issue, but he has lived in Lake Oswego
for 25 years and had always been involved and worked hard in the community and organizations to
help make decisions.
Q: What did he see were the biggest issues for the Council over the next five months?
A: The financial situation was a key issue but he would like to see the Council get more involved
with helping the school districts. He was concerned with significant cutbacks. He believed the
schools are the driving force for getting great, active, and vibrant people into the community. The
second issue was how to keep businesses in Lake Oswego, there is vacant business space that
could be filled. A good approach could be fostering an incubator space for small businesses to help
them develop and then move them into some of the larger spaces.
City Council Special Meeting Minutes Page 5 of 8
July 27, 2010
Q: Did he have any thoughts regarding the programs or issues facing Council over the next five
months, which include West End Building, Foothills/Streetcar, and Sensitive Lands?
A: Regarding the WEB, he believed more research was needed to make an informed decision; he
was familiar with commercial real estate, acquisition, disposition, and management. The decision
of what to do with the WEB is challenging now that it was worth less than when first purchased.
Regarding the Foothills area, he believed that it would be a fabulous addition to Lake Oswego one
day, a perfect way for the city to grow. However, it needed to be done in a financial, reasonable,
and practical way. Based on the current real estate market he believed it was too early to get
involved in development of the area. Regarding the Streetcar project, any program to get cars off
the road was a good step but more research was needed to determine if it was financially feasible.
Regarding the Sensitive Lands, he believed Lake Oswego has many features that make it the best
city to live in and one factor was Lake Oswego's attention to preserving the land.
Q: What made him stand out from the other applicants and why should the Council select him?
A: He explained his background as a self-starter, hard worker with a great work ethic, and being a
strategic and creative thinker would be an asset to the Council. He has had a successful career in
building ownership and management, invested and started companies with up to 80 employees,
and has sold and purchased businesses. The key to his success has been researching and
making good decisions.
Q: If appointed to the position and as a standing candidate for the Council, how would he answer
the question if asked by someone in the community that the Council was influencing the election by
choosing an applicant for the interim position that they wanted to see elected in November 2010?
A: He believed the Council did not have any preconceived criteria nor indicated that an applicant
who was running for the position during the November 2010 elections could not apply; therefore,
the Council was not being placed in an awkward position. He expected the selected applicant
would have a leg up during the elections and it still was up to the voters. He agreed the applicant
selected would have an advantage due to the exposure.
Q: Given that there were State Statues that provided separation between what the cities and
schools could do with regard to finances, did he research where those lines were and what
creative suggestions he believed the City could do to help the school districts?
A: He understood that Statues did exist and he was working on ideas that could help the school
districts.
Q: Did he have any closing comments?
A: He appreciated the opportunity to speak with the Council and hoped he was selected to help
make decisions that would make Lake Oswego an even better place to live.
Mayor Hoffman called for a 5 minute break at 5:10 p.m.
3.6 Paul Moredock (Interview conducted over the telephone)
Q: Why would he like to fill this vacancy, was there a specific issue that motivated him to apply?
A: He has been living in Lake Oswego for a long time, loves the community, and believed he
could make a valuable contribution for the short period needed by the position. He did not apply
based on a specific issue, he believed the multitude of issues including the LOIS and Sensitive
Lands Projects currently before the Council were important issues, and he was not looking to be a
policy maker causing the Council to head in a new direction. Based on his background as a store
manager, entrepreneur, business planner, and local resident, he would be a good contributor to the
Council.
Q: What did he see were the biggest issues for the Council over the next five months?
A: The Sensitive Land issue and its impact on the residents, and the implementation of the
recommendation of the Council are critical. The ongoing supervision and input on the LOIS Project
City Council Special Meeting Minutes Page 6 of 8
July 27, 2010
and being involved in the Transit Project from Portland to Lake Oswego are other issues of
importance.
Q: Where did he think the Council should focus their attention over the next five months?
A: He believed the Council's goal should be the implementation of recommendations for the
Sensitive Land Project, to stay on time and on budget with the LOIS Project while dealing with
community concerns on both of those issues.
Q: What were his thoughts, understanding, and opinion of the Foothills/Streetcar Project?
A: He was a fan of the concept and liked the idea of using alternative modes of transportation
however, he believed staying proactive and aware of how those projects would impact the
environment and land was important. He was also a fan of development in the Foothills area
subject to the project's environmental impact, community reaction, overall grand vision, and having
a strategy with a purpose.
Q: What were his thoughts regarding the West End Building?
A: He shared his understanding of the issue, as a Council member his focus would be to identify
what would be the appropriate use of the building, funds, and resources.
Q: Were there any other issues he saw the Council facing over the next five months?
A: He believed that due to the difficult economic times the City needed to be supportive of the
Lake Oswego business owners. He saw his role as a Council member to be a good listener and
collaboration builder; these were strengths that he could bring to the Council position if selected.
Q: Did he intend to run for the Council Position during the November 2010 election?
A: He stated it was not his intention to run beyond the term of the current vacancy.
Q: What made him stand out from the other applicants and why should the Council select him?
A: His background as an entrepreneur, business manager, and marriage counselor provided him
experience with managing budgets, other people's money, being a good listener and collaborator,
as well as a good community builder would be a unique skill set for the Council. He would be the
right choice for Council as an interim member with no political ambitions but with a passion for the
city.
4. DISCUSSION
Mayor Hoffman reiterated the process and time frame for making a decision on which applicant
would be selected to fill the interim Council position. He appreciated the five candidates that
applied. He was looking for an applicant that had knowledge of what was going on in the City,
because of the amount of time it takes to get up to speed on the issues. He was comfortable with
Dan Vizzini due to his background and experience on the Planning Commission. He believed Mike
Kehoe was qualified but was concerned with his interest of running for election in November 2010
and would be uncomfortable appointing a candidate to the interim position. His top two candidates
would be Dan Vizzini and Paul Moredock; he believed Mr. Moredock had a grasp of the issues.
Councilor Moncrieff believed that all the applicants had something to offer the City. She
appreciated Mike Kehoe as a candidate for applying, which showed he was ready to get on with
the job. She agreed that he was qualified for the interim position and his dedication to the future of
the city. She appreciated David Polson's finance comments and hoped if he did not get appointed
to the position that he apply for the Budget Committee or work with the City in another capacity.
Likewise for James Radda with his interest for sustainability, he might be interested in the
Sustainability Advisory Board. She agreed Dan Vizzini was a strong applicant because of his
experience being on the Planning Commission, the Lake Oswego Neighborhood Action Coalition
(LONAC), and his long history with the City. She liked his comments regarding priorities that skip to
the "knitting," the City's financial strength, and how the Council deals with the City Staffing
departments. Her top two candidates were Dan Vizzini and Mike Kehoe, adding Mr. Vizzini would
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July 27, 2010
be an interesting selection since it would be a short-term appointment and she was confident the
City would have other opportunities for Mr. Kehoe.
Councilor Tierney stated each candidate brings their own set of skills and are each qualified in
their own right. The criteria he originally had for the interim position was for an applicant to also be
running as a candidate so they could participate and have a good foundation. He now believed the
Council should not be in a position of showing favor to a candidate over any applicant running for
the position. The applicant that met his experience criteria was Dan Vizzini, who had demonstrated
over the years his grasp of the issues that face the City and that he could make an impact during
the five-month period of the interim position.
Councilor Jordan stated she also was impressed with the applicants and believed they were all
qualified. However, as a Councilor, it was awkward for her to say that she could not appoint an
applicant who was also running for a Council position in the November 2010 elections. However,
choosing an applicant had to do with them knowing the City, having a grasp of the City's budget
and financial situation. Having knowledge of the budget was important to her and she believed that
Dan Vizzini had seen and understood the City's budget. She did not believe that some of the
financial concerns mentioned were as dire as indicated by some of the applicants. She would
select Dan Vizzini as he was a hard worker, interested and involved, a big communicator with
people, a good listener, and knows about the issues that the Council would be facing over the next
five months.
Councilor Olson was concerned by Dan Vizzini's reasons for wanting to be a Council member;
the fulfillment of his curiosity and his interest of the Council dynamics of their decision-making
process rather than the issues themselves. She believed they needed someone that would get into
the policy issues and decision-making process and not just be on the Council to satisfy their
curiosity. In addition, she believed there was a conflict with Mr. Vizzini being a good friend and the
prior campaign manager for the Mayor. She believed it was disingenuous for the Council to say
that they would not show favor to Mike Kehoe as an applicant that was running for Council
Candidacy in the November 2010 elections, as Council had opened the interim position up to
anyone that wanted to apply. She did not want to second-guess why other candidates chose not to
apply for the interim position but they too had the opportunity to apply and the candidacy should
not have bearing on applicant selection. She agreed it would benefit Mr. Kehoe if selected to have
the five-month experience prior to the November 2010 elections, this would bring him up to speed
by January 1, 2010. She was impressed that all the applicants understood the Council would be
facing some difficult economic decisions, that the applicants were willing to look at the big picture,
to think outside the box, and with their management and decision making experience. Her top
choice was Mike Kehoe, with David Poulson and Paul Moredock in a close second.
Mayor Hoffman thanked the Councilors for the comments and stated the final decision on
applicant selection would be August 3, 2010.
Mayor Hoffman adjourned the meeting at 5:40 p.m.
APPROVED BY THE CITY COUNCIL
ON December 7. 2010
I:I
Respectfully submitted,
Robyn Christie
City Recorder
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July 27, 2010