3.a
Staff Report
Date:
March 7, 2017
To:
City Council Sitting as the Local Reuse Authority
From:
Valerie J. Barone, City Manager
Prepared by:
Joelle Fockler, MMC, City Clerk
[email protected]
(925) 671-3390
Subject:
Interview and appoint applicants for member and alternate
positions on the Concord Naval Weapons Station Reuse
Project Community Advisory Committee.
Report in Brief
Interviews will be held to fill one Committee member and one alternate position for the
Concord Naval Weapons Station Reuse Project Community Advisory Committee (CAC)
for a term ending December 31, 2018. Council will select the member after interviews
are concluded through a ballot process. Five candidates from the original pool of
applicants, Peggy Tweedie, Colleen Geraghty, Jeanette Green, Rico Ramirez, and Jim
Hoffman (current alternate to the CAC), were chosen to interview via ballot vote by the
Local Reuse Authority (LRA) at the February 14, 2017 meeting. Jim Hoffman has
withdrawn from consideration for Committee member but will continue serving as an
alternate.
Recommended Action
Interview candidates for the Concord Naval Weapons Station Reuse Project Community
Advisory Committee and select one member and alternate(s) through a ballot process
after the interviews are concluded.
Background
On July 12, 2016, the Local Reuse Authority adopted Resolution No. 16-14 establishing
a Community Advisory Committee to provide input into the Specific Plan process for the
Development Phase One Property of the Community Reuse Project at the former
Concord Naval Weapons Station. That resolution provided the Committee would
Page 1 of 33
City Council Agenda Report
Interview and appoint applicants for member and alternate positions on the Concord
Naval Weapons Station Reuse Project Community Advisory Committee.
March 7, 2017
consist of 11 members and 3 alternates serving two-year terms ending December 31,
2018.
CAC appointments were considered by the LRA at the November 29, 2016 meeting. At
that meeting, 11 CAC members plus 3 alternates were selected. The LRA (Helix
abstaining) also voted to add Daniel C. Helix as an additional CAC member, in an
emeritus voting position – without replacement.
On January 24, 2017, the LRA adopted Resolution No. 17-15 confirming the November
29, 2016 minute order action of adding Daniel C. Helix to the CAC in an emeritus voting
position – without replacement. During consideration of the resolution, the LRA
requested staff return, as soon as possible, with an agenda item and staff report
allowing Council to consider adding an additional member to the CAC and options for a
selection process.
On February 14, 2017, the LRA, after consideration of the matter including public input
and testimony, adopted Resolution No. 17-17 adding one additional member to the
CAC, increasing the number of members to 13. Additionally, the Council modified the
resolution such that should Daniel C. Helix, who is serving in an emeritus voting
position, leave the CAC, his position would automatically become a regular voting
position, to be filled by an alternate, with no need for further LRA action.
At the February 14 meeting, the LRA decided to select candidates for the 13th member
of the CAC from the September 23, 2016 applicant pool. Through ballot vote, the LRA
chose to interview applicants Peggie Tweedie, Colleen Geraghty, Jeanette Green, Rico
Ramirez, and Jim Hoffman. As noted above, Jim Hoffman has withdrawn from
consideration for Committee member but will continue serving as an alternate.
Staff is recommending that the Council use the same questions that they used when
performing the initial CAC interviews for consistency and fairness to all applicants. Staff
will have the questions available to Council at the March 7 Council meeting. Using the
same questions, the interviews are scheduled for eight minutes each. All candidates
will be asked to sign an affidavit stating that they have refrained from watching
interviews that occurred prior to their interview time.
Public Contact
The City Council Agenda was posted. Applicants were notified of their status in the
interview process.
Attachments
1.
List of Applicants to be interviewed (in interview order)
2.
Applications
Page 2 of 33
Attachment 1
Concord Naval Weapons Station Reuse Project Community Advisory Committee
Applicants to be Interviewed (in interview order)
1.
Peggy Tweedie
2.
Colleen Geraghty
3.
Jeanette Green
4.
Rico Ramirez
Page 3 of 33
Attachment 2
City of Concord
Submit Date: Sep 23,
2016
Status:
submitted
Profile
Peggy
K
Tweedie
First Name
Middle Initial
Last Name
Email Address
Wren
Ave
Street Address
Suite or Apt
Concord
CA
94519
City
State
Postal Code
15
Number of years at above address:
15
Number of years in Concord:
15
Number of years in the county:
Resident
Are you a Resident or Non-Resident of Concord?
Home:
Mobile:
Primary Phone
Alternate Phone
Self
Broker
Real Estate
Broker
Employer
Job Title
Occupation
30+
Number of years at employer:
Employer Address
Page 4 of 33
Peggy K Tweedie
Page 1 of 3
Which Boards would you like to apply for?
Concord Naval Weapons Station Reuse Project Community Advisory Committee
INTERESTS AND EXPERIENCE
Please state your reason for applying, including qualifications for this position:
I have lived and am raising my son in Concord for the past 15 years. The naval weapons reuse has
always been of interest to me as this is the future of Concord.
Describe prior service on a board, commission, or any other community service or public
body, indicate agency and explain what significant contributions you made:
I served as the Chairperson for the Housing and Human Concerns Committee in Redwood City for 5
years. I Chaired community forums to get input from the community and made sure that the needs of the
community were heard. Set a 5yr Strategic plan and evaluated annually to make sure that the goals set
were met. Facilitated all meetings and distributions of allocations of funds for all non profit organizations in
the county. Worked with the city and state on affordable housing for low income, seniors, special needs
and emergency shelters. Once all the community voices were heard and strategic plans and policies were
in place, I would meet before the city counsel for approval.
Considering your experience and activities in business, labor, professional, social, or other
organizations, indicate the experience, technical training, and/or skills which qualify you for
an appointment on each desired board or commission:
Real estate professional in the Concord and Clayton areas
EDUCATION AND TRAINING
High School
Terra Nova High School in Pacifica, CA
Page 5 of 33
Peggy K Tweedie
Page 2 of 3
College
USF Bachelor of Science in Economics
Technicial/Vocational Training
Certification or Other
Licensed California Real Estate Broker and Mortgage Broker.
Upload a Resume
TERMS OF ACCEPTANCE and SIGNATURE
I, applicant for a City of Concord Board, Commission or Committee, warrant the truthfulness of the
information provided in this application. I certify under penalty of perjury that I am a resident of the
City of Concord and meet the eligibility requirements.
Peggy K.
Tweedie
Electronic Signature - Please type your First and Last
Name
Please Agree with the Following Statement
I understand that checking this box constitutes a legal signature confirming that I
acknowledge and agree to the above Terms and Acceptance.
I Agree *
Page 6 of 33
Peggy K Tweedie
Page 3 of 3
From:
To:
Subject:
Date:
Peggy t
Moore, Marsha
Re: Concord Naval Weapons Station Reuse Project Community Advisory Committee Supplemental Questions
Monday, September 26, 2016 9:20:55 PM
Good Evening Marsha,
The answer to all four of the city attorney's questions is No.
Thank you for asking,
Peggy Tweedie
On Sep 26, 2016 8:31 AM, "Moore, Marsha" <[email protected]> wrote:
Good Morning,
Thank you for your recent application to the Concord Naval Weapons Station Reuse Project
Community Advisory Committee. The next step in the selection process is to determine
possible conflict of interest. The City Attorney has requested each applicant answer four (4)
supplemental questions as part of the determination process.
The questions are listed below. Please reply to this email with your answers by Friday,
September 30, 2016 at 5:00 p.m.
Please feel free to contact me if you have any questions. Thank you for your cooperation
with the selection process and your interest in serving on the Community Advisory
Committee.
1. Do you, your spouse, registered domestic partner, or dependent children own, lease, or
have a financial interest in real property within the City of Concord, other than your
primary residence? If so, please explain and specify property address and dollar
amount(s).
2. Are you, your spouse, registered domestic partner, or dependent children seeking ,
renewal, approval, denial or revocation of any license, permit, or other entitlement from, or
contract with the City of Concord/Local Reuse Authority? If so, please explain.
3. Do you, your spouse, registered domestic partner, or dependent children work for,
receive income or gifts from, or have a financial interest in the City of Concord/Local
Reuse Authority, the East Bay Regional Parks District, or Lennar/Five Point Communities
(including any subsidiaries or affiliates)? If so, please explain and specify the dollar
amount(s).
4. Do you, your spouse, registered domestic partner, or dependent children work for,
Page 7 of 33
receive income or gifts from, or have a financial interest in any entity that contracts
with the City of Concord/Local Reuse Authority, the East Bay Regional Parks District, or
Lennar/Five Point Communities (including any subsidiaries or affiliates)? If so, please
explain and specify the dollar amount(s).
Marsha Moore, CMC
Deputy City Clerk
City of Concord, CA
Phone: 925-671-3085
[email protected]
Page 8 of 33
City of Concord
Submit Date: Jul 28,
2016
Status:
submitted
Profile
Colleen
M
Geraghty
First Name
Middle Initial
Last Name
Email Address
Beechwood Dr
Street Address
Suite or Apt
Concord
CA
94519
City
State
Postal Code
12
years
Number of years at above address:
40
years
Number of years in Concord:
47
years
Number of years in the county:
Resident
Are you a Resident or Non-Resident of Concord?
Mobile:
Home:
(
Primary Phone
Alternate Phone
Prudential
Insurance
Financial
Advisor
Finance
Employer
Job Title
Occupation
1
Number of years at employer:
Crow Canyon Pl, San Ramon,
CA
Employer Address
Page 9 of 33
Colleen M Geraghty
Page 1 of 3
Which Boards would you like to apply for?
Concord Naval Weapons Station Reuse Project Community Advisory Committee
INTERESTS AND EXPERIENCE
Please state your reason for applying, including qualifications for this position:
I enjoy helping people and this City is very important to me. I enjoy reviewing, preparing and
recommending a development plan, analyzing to help determine the best practice for the City of Concord.
Describe prior service on a board, commission, or any other community service or public
body, indicate agency and explain what significant contributions you made:
I am the chair of Dana Estates Neighborhood Alliance (DENA) where we have reviewed many motions
from the neighborhood and have kept on top of the happenings in Dana Plaza. I have been on the
committee to update DENA's by laws and P&P to stay within compliance. I have grown the DENA Night
Out from a small event to a very large event. I have been a member of the board for 11 years Vice Chair
for 2 years and Chair for 3 year.
Considering your experience and activities in business, labor, professional, social, or other
organizations, indicate the experience, technical training, and/or skills which qualify you for
an appointment on each desired board or commission:
As a financial advisor I have experience in the laws of CA, I worked at Wells Fargo for over 25 years
where I gain much knowledge in finance and review. Studying in Business and Finance will help me. I
volunteer for many locations within Concord, I love this city and I believe my work on the DENA board has
helped me and many skills on being on a board as well as being a member of Soroptimist International. I
am known by my community of being a very honest, open person with integrity.
EDUCATION AND TRAINING
Page 10 of 33
Colleen M Geraghty
Page 2 of 3
High School
Concord High
College
DVC
Technicial/Vocational Training
Certification or Other
Series 6 Series 63
Professional_Leader_.docx
Upload a Resume
TERMS OF ACCEPTANCE and SIGNATURE
I, applicant for a City of Concord Board, Commission or Committee, warrant the truthfulness of the
information provided in this application. I certify under penalty of perjury that I am a resident of the
City of Concord and meet the eligibility requirements.
Colleen Geraghty
Electronic Signature - Please type your First and Last
Name
Please Agree with the Following Statement
I understand that checking this box constitutes a legal signature confirming that I
acknowledge and agree to the above Terms and Acceptance.
I Agree *
Page 11 of 33
Colleen M Geraghty
Page 3 of 3
Colleen Geraghty
Concord, CA
PROFESSIONAL LEADER
Senior level business professional with reputation for being a respected builder and leader of customerfocused teams. Demonstrated ability to instill a shared, enthusiastic commitment to customer service
as a key driver of company goal attainment. Technical and Highly motivated with proven skill to provide
timely and accurate advice, guidance, support and solutions to customers and team members. Possess
excellent communication skills and the ability to work with the minimum of supervision. Successful history
of leading by example, consistently hitting targets, improving best practices and prioritizing. Expertise
includes:
•
•
•
•
•
•
•
•
Problem Resolution
•
•
Negotiation Skills
Research
Teambuilding
Training, Motivation & Coaching
Consulative Customer Service
Sales
Organization
Cost Reduction Strategies
Credit Review and Approval
•
•
•
•
•
•
•
•
•
•
Adaptability to Change
Collections
Customer Service
MS Office
Risk Management
Social Media
Communication Skills
Detail-Oriented
Insurance/Underwriting Skills
Performance Reviews
PROFESSIONAL HISTORY
Prudential Financial
Financial Advisor
2014-Present
Experienced Personal Financial Advisor who successfully manages specialty financial planning
projects from inception to completion. Excels at interfacing with team members at all levels to meet and
exceed organizational goals. Operates well in a highly competitive environment in which leadership skills
are the key to success.
• Consult with clients to determine financial needs and goals and develop growth plans.
•
•
•
Present information o life insurance, disability, mutual funds, and traditional IRA, Roth IRA
annuities. Reviewing education plans, retirement planning, goals and solutions.
Create Plans for business owners including retirement (401k, 403b), overhead protection, and
key man.
Meet directly with clients to review documents and discuss financial planning options.
Wells Fargo Bank
Senior Lead Consultant
July 1991-Dec 2013
Page 12 of 33
Supervise and lead team to success providing consultative customer service, with the objective of
negotiating final sales packages. Result: Consistently exceeded monthly sales goals. Responsibilities
include:
• Supervise, coach and lead team to success.
•
•
•
•
•
•
•
•
•
•
•
•
Ensure customer satisfaction through employee motivation. Handle complex in-bound and
outbound calls.
Manage the workflow and day-to-day process of the team.
Negotiate mutually satisfactory final sales package, loan terms and/or pricing with existing leasing
customers and dealerships.
Review and approve negotiations conducted by team.
Process complaints utilizing research, documentation and response.
Review accounts for possible fraud.
Respond and address sensitive customer issues: reputational, operational and risk to the
company.
Execute meetings to educate and coach.
Ensure compliance with laws and Wells Fargo procedures.
Monitor calls and create plans to resolve any issues quickly and with a positive outcome.
Represent all products for Wells Fargo, cross selling and referring customers.
Review procedures and policies for department and update as needed.
ADDITIONAL EXPERIENCE
•
•
•
•
•
•
•
Volunteer: Dana Estates Neighborhood Alliance
Chair and Dana Night Out Coordinator
Prepare and preside over any alliance meetings and open meetings.
2006-Present
Handle Complaints via social media and in person.
Review, edit and update Policy and Procedures and Bylaws
Chair the information committee and head the task force for the annual DENA Night Out, Craft Fair, Clean
up day among other events.
Visit the owners of business and contact executives for not-for-profit organization for their participation in
events.
Lead team by example.
Prepare newsletter and articles.
MAJOR ACCOMPLISHMENTS
 Securing multiple awards from peers within my department and from other departments by
dedication to customer relations and bottom line.
 Named Employee of the Year 12 years for my department at Wells Fargo.
 Received medal of excellence at company Sales and Service Conference for honor of being
named “Top Employee” at Wells Fargo.
 Delivered top sales of over a million dollars per month consistently.
 Transferred to underperforming team and leading them to becoming the top performance team in

less than a year.
Introduced training programs, which enhanced employee performance and motivation.
Page 13 of 33
 Taking the DENA Night Out from 5 non-profits to over 30 non-for-profits participants and growing
the event to a shinning star for the city of Concord.
EDUCATION/PROFESSIONAL DEVELOPMENT
Business studies, Diablo Valley College
Business Market Management, Penn Foster
Finance, Series 6, 63. Life and Health, Kaplan
Page 14 of 33
From:
To:
Subject:
Date:
Colleen Geraghty
Moore, Marsha
Re: Concord Naval Weapons Station Reuse Project Community Advisory Committee Supplemental Questions
Monday, September 26, 2016 9:29:00 PM
Dear Ms Moore;
In review of the four questions I can answer no to all four in regards to myself or my family.
Should you need anything further please let me know
Colleen Geraghty
From: Moore, Marsha
Sent: Friday, September 23, 2016 9:27 AM
Cc: Moore, Marsha
Subject: Concord Naval Weapons Station Reuse Project Community Advisory Committee
Supplemental Questions
Good Morning,
Thank you for your recent application to the Concord Naval Weapons Station Reuse Project
Community Advisory Committee. The next step in the selection process is to determine
possible conflict of interest. The City Attorney has requested each applicant answer four (4)
supplemental questions as part of the determination process.
The questions are listed below. Please reply to this email with your answers by Friday,
September 30, 2016 at 5:00 p.m.
Please feel free to contact me if you have any questions. Thank you for your cooperation with
the selection process and your interest in serving on the Community Advisory Committee.
Do you, your spouse, registered domestic partner, or dependent children own, lease, or have a
financial interest in real property within the City of Concord, other than your primary
residence? If so, please explain and specify property address and dollar amount(s). No
Are you, your spouse, registered domestic partner, or dependent children seeking , renewal,
approval, denial or revocation of any license, permit, or other entitlement from, or contract with the
City of Concord/Local Reuse Authority? If so, please explain. No
Do you, your spouse, registered domestic partner, or dependent children work for, receive
income or gifts from, or have a financial interest in the City of Concord/Local Reuse Authority,
the East Bay Regional Parks District, or Lennar/Five Point Communities (including any subsidiaries or
affiliates)? If so, please explain and specify the dollar amount(s). No
Do you, your spouse, registered domestic partner, or dependent children work for, receive
income or gifts from, or have a financial interest in any entity that contracts with the City of
Concord/Local Reuse Authority, the East Bay Regional Parks District, or Lennar/Five Point
Page 15 of 33
Communities (including any subsidiaries or affiliates)? If so, please explain and specify the dollar
amount(s). No
Marsha Moore, CMC
Deputy City Clerk
City of Concord, CA
Phone: 925-671-3085
[email protected]
Page 16 of 33
City of Concord
Submit Date: Jul 27,
2016
Status:
submitted
Profile
Jeanette
First Name
Green
Middle Initial
Last Name
Email Address
Woodhaven
Lane
Street Address
Suite or Apt
Concord
CA
94519
City
State
Postal Code
19
yrs
Number of years at above address:
19 in
yrs
Number of years in Concord:
19
Number of years in the county:
Resident
Are you a Resident or Non-Resident of Concord?
Home:
Business:
Primary Phone
Alternate Phone
Kaiser
Permenente
Lead Contract
Manager
Telecommunications,
Hardware, Software, TEM
Employer
Job Title
Occupation
2
years
Number of years at employer:
25 Via Monte,
WC
Employer Address
Page 17 of 33
Ms. Jeanette Green
Page 1 of 3
Which Boards would you like to apply for?
Concord Naval Weapons Station Reuse Project Community Advisory Committee
INTERESTS AND EXPERIENCE
Please state your reason for applying, including qualifications for this position:
I live within the Holbrook Heights Community which is directly impacted by the New Development, I'm also
heavy involved with many other organizations that help and improve the community and the City as a
whole.
Describe prior service on a board, commission, or any other community service or public
body, indicate agency and explain what significant contributions you made:
I have served of the CSC Commission for the last 9 years as Chair at one pint or another, I bring history to
the table and how these non-profits operator and continue to flourish and hep the community.
Considering your experience and activities in business, labor, professional, social, or other
organizations, indicate the experience, technical training, and/or skills which qualify you for
an appointment on each desired board or commission:
My experience in business brings the following to the table, Telecommunications skills, Auditing, Finance,
Equipment, RFP's, Invoicing, people skills, listening/knowing and understanding the communities needs
EDUCATION AND TRAINING
High School
Aragon High School - Graduated 1982
Page 18 of 33
Ms. Jeanette Green
Page 2 of 3
College
Technicial/Vocational Training
San Francisco State Extension - 1995
Certification or Other
Certificate in Telecommunications
Jeanette_Green_Resume.docx
Upload a Resume
TERMS OF ACCEPTANCE and SIGNATURE
I, applicant for a City of Concord Board, Commission or Committee, warrant the truthfulness of the
information provided in this application. I certify under penalty of perjury that I am a resident of the
City of Concord and meet the eligibility requirements.
Jeanette
Green
Electronic Signature - Please type your First and Last
Name
Please Agree with the Following Statement
I understand that checking this box constitutes a legal signature confirming that I
acknowledge and agree to the above Terms and Acceptance.
I Agree *
Page 19 of 33
Ms. Jeanette Green
Page 3 of 3
Jeanette Green
Woodhaven Lane, Concord, CA. 94519
Home Telephone:
Cell Phone:
E-mail:
Set Skills:
Billing Analysis/Auditing
Call Center/Routing
Contract/Negotiations/SOW
CSR's/USOC's
Facilities/Asset Mgmt
Finance (Budgets/Forecasting/Trending)
Infrastructure Capacity
Installation/Cabling
Vendor Mgmt
Legal/FCC/PUC/TSP/WPS
Network Implementation
Network Optimization
Planning/Permit Requirements
Procurement
Provisioning
Real Estate/Property Mgmt
Remedy/Sharepoint
Wireless
Research/Development
Sales Engineer
Service Delivery
Taxation/VAT
TEM (Saas) (SOX)
Telecom Project Mgmt
Traffic/Analysis/IVR
User Acceptance Testing
Manage Staff
PROFESSIONAL EXPERIENCE:
Kaiser Permanente
July 2014 – Current
Lead Contract Manager
• Prepare contract briefs and revisions summarizing contractual requirements and budgets.
• Prepare contract change notices, monitor contractor performance, including the reporting and status of contractor
and owner deliverables.
• Maintain an audit file for each contract which will include original contract, all correspondence, changes/deviations,
amendments, clarifications, payment schedules.
• Prepare and disseminate information to appropriate employees regarding contract status, facilitate contractor
meetings.
• Ensure that contractor is in compliance with legal requirements, owner specifications and government regulations.
• Partner with National Sourcing and assists in identification, development and implementation of new contract policy
and processes.
• Represent Kaiser Permanente in contract dispute resolution with vendors as appropriate.
• Participate in the processes concerning the negotiation, consultation on suppliers, awarding of agreements and
supplier performance and improvements.
• Ensure contracts are loaded and maintained in contract repository tools (i.e., HP Asset Manager and Tangoe)
•
•
•
•
•
Attend bi-weekly IT Finance/Budgetary meeting with AT&T to determine whether SLA/Invoice Billing
Errors/Contract Credits are due and how funds are distributed or re-directed to other accts to off-set budgetary
dollars.
Interact with Kaisers Taxation Department to ensure of Kaiser early Tax Filing and any potential changes to
Schedule H(form 990) that could affect invoice billing
Interact with all Kaiser Carrier’s Taxation Departments to confirm that all proper IRS certificates are provided to
ensure correct invoice billing for Kaiser Exempt Hospital/MOB locations.
Keep up with Telecom Market/PUC/FCC & Regulatory on carrier filings that would affect product/services and or
contract T&C’s in the future negotiations.
Participate/Maintain Application Access Lifecycle Management(AALM), Access Controls Sarbanes-Oxley (SOX)
Compliance and Business Application Owner Designee (BAOD)
UC-Green Communications Management
December 2013 – July 2014
Telecommunications Consultant/Project Manager
•
Developed strategic plans to advance the company’s mission and objectives and to promote revenue,
profitability and growth as an organization; oversaw company operations to ensure production efficiency, quality
Page 20 of 33
service/cost effective management of resources/reduce network operation expenses whether on the voice/data/IT
vendors and the wireless arena.
•
Manage the overall performance of the user support vendor workforce in terms of cost, quality and delivery
of service. Ensure all aspects of vendor SLAs are consistently met and interpret legal documents and work with
legal.
•
Responsible for overall direction, strategic planning, coordination, implementation, execution control and
completion of specific projects ensuring consistency with company commitments and goals.
•
Manage projects focused on network infrastructure, product lifecycle refresh, directing and coordinating
the installation of data center equipment and facilitating interagency operational meetings and discussions, SaaS,
vendor management, scalability.
•
Following the Telecommunication Market at all times, ensuring that we know what the FCC/PUC &
Carriers are filing
Franklin Templeton Investments
July 2013-October 2013
Sr. Infrastructure Analyst-Vendor Relationship Program Manager
•
Provided action, follow-up and education on information related to technology issues, requests and
services.
•
Took all appropriate action and responded to issues and requests, analyzing assigned systems, services and
networks, and assessing functions, capacity and data integrity to ensure operational standards were being met.
•
Responsible for on-going and long-term leadership and governance of assigned Information Technology
service providers and product suppliers that included coordinating the purchase of IT-related equipment and/or
services, invoice reconciliation, development of contractual terms and conditions.
•
Led complex global negotiations and managed all contract events including maintaining a solid
understanding of legal terms.
•
Managed staff of 2 for the TEM/Billing Processing side of Vendor Mgmt.
•
Single point of contact for support groups and internal businesses during resolution of major issues and requests.
Gathered information and facilitated the decision making process of granting approval for changes to systems and
working with the appropriate teams, gaining an understanding of any potential impacts of changes prior to approval.
•
Performed validation/replication of issue or condition reported and collected and analyzed data (evidence, test
results, performance data, and policies, financial and reporting) in order to identify and correct underlying issues.
•
Provided accurate and timely communications of impacts to the appropriate Business and Technology groups as well
as senior leadership.
•
Established regular communication with IT leadership and the business regarding the status of problem actions and
adherence to the issue management process.
•
•
Coordinated follow-up communications with original requestor(s) and completed issue closure procedure.
•
Coordinated monthly, annual and multi-year forecasting and budgeting activities and provided alternative and
continuous improvement options relating to cost and ROI and variance analysis for proposals.
•
Analyzed performance, financial and trend data, and provided leadership with recommendations and appropriate
scenarios projecting savings, financial alternative solutions and/or increased efficiency from current/proposed
procedures and systems.
•
Analyzed and summarized data by performing periodic and/or ad-hoc information gathering, trend analysis, variance
analysis & report generation as requested.
•
Responsible for ensuring that business units develop and maintain appropriate continuity and recovery plans, using
standard methodologies to identify, develop, document, and test business unit level plans. Coordinated and trained
appropriate personnel on Business Continuity Coordinator and Emergency Leadership Team roles.
Anticipated and prevented future issues (financial, operational) by evaluating software licensing, hardware
maintenance or asset leadership issues inherent in solution or resolution
Kaiser Permanente Data Center
November 2010–December 2012
Business Consultant Specialist
•
Worked as a consultant specialist in diverse and comprehensive areas of Kaiser Permanente including, but
not limited to, Project Mgmt, IT Finance/Taxation, FCC/CPUC, IT Network Services, Vendor Mgmt, Network
Page 21 of 33
Infrastructure Refresh Planning and Design, Voice/VOIP migration, voice inventory tracking, Telecommunications
Expense Management (Symphony, Tangoe)
•
Auditing Discoveries of 120 million dollars, worked with current Kaiser's current vendors, AT&T, Sprint,
VZ, Frontier, Time Warner, VZW etc.
•
Provided Program Management in the Infrastructure Engagement & Project Delivery group, delivering
functionality of a Telecom Expense Management tool
•
Collaborated with two diverse core teams, representing Telecom Billing Compliance and Order
Management.
•
Applied significant emphasis on cross organizational planning and cross organizational communications at
all levels.
•
Coordinated with Senior Management as well as our current vendors to create governance and steering
committee oversight enabling program success.
•
Developed full communications plan delivering executive level communications to all executive
stakeholders, Regional CFO’s and Business Information Managers. SOX Compliance, Legal, Contracts, Billing and
other IT and Executive-level support and management roles.
UC-Green Communications Management
December 2008 – October 2010
Consultant/Project Manager
•
Developed strategic plans to advance the company’s mission and objectives and to promote revenue,
profitability and growth as an organization; oversaw company operations to ensure production efficiency, quality
service and cost effective management of resources and reduce network operation expenses.
•
Managed a team of 3 seasoned individuals with team objectives to the company business goals
•
Responsible for overall direction, coordination, implementation, execution control and completion of
specific projects ensuring consistency with company commitments and goals.
•
Managed projects focused on network infrastructure, product lifecycle refresh, directing and coordinating
the installation of data center equipment and facilitating interagency operational meetings and discussions, SaaS,
vendor management, scalability
Mass-Tel Communications
October 2007 – November 2008
Director of Audit Operations
•
Strategized with Sales and Marketing managers to formulate/understand direction, goals, service offerings,
sales projections, delivery and distribution of TEM solutions in the wireline and wireless arena.
•
Departmental Manager in charge of 7 auditors and staffing for engagements; oversaw direction of projects
in queue and interacted with Telecom Service Providers.
•
Interacted with the FCC/PUC in reference to Tariffs and Regulatory policies and procedures related to
client contracts.
Info Plus International Inc.
Telecommunications Analyst/Project Manager
• Responsible for delivering analysis, cost savings, and/or vendor management.
•
•
September 2005 – September 2007
Reconciled inventory with invoicing to identify and secure recovery credits for billing errors; perform contract
compliance through review of billing and research of Telco tariffs; provide rate and tariff analysis for
LEC/CLEC/Wireless and IXC vendors.
Developed inventory of network facilities, equipment and services, and assist in the RFP process for clients.
Vcom Solutions
February 2005 - September 2005
Voice& Data Implementation
• Responsible for the provisioning of voice and data products and service whether new or disconnects requests, ensure
that all clients milestones/deliverables were met and handle service/trouble tickets.
• Extensive interaction with Telco vendors/portals and or equipments vendors/
5E Communications
September 2004 - January 2005
Project Manager, Contractor
• Managed the administrative/daily projects operations, design and develop clients Voice/ PBX/Call routing ability,
Page 22 of 33
•
•
Assisted in the network optimization if required and scheduling of voice and data cabling at MPOE.
Analyze customer billing/contracts/USOC's
Ecast Inc.
September 2003 - March 2004
Senior Broadband/DSL Provisioner
• Responsible for the provisioning of voice and data products and service whether new or disconnects requests,
ensured that all clients milestones/deliverables were met and handle service/trouble tickets.
• Extensive interaction with Telco vendors/portals and or equipments vendors.
RoadLink USA Inc.
June 2001 - March 2003
Telecom/Facilities Manager
• Provided West Coast Management for 15 locations including office staff of 10, in all aspect of Telecom and
facilities, setup of real estate, offices leases, Furniture, ofc Equipment, PBX’ leases' equipment.
• Oversaw all wireless devices, budgeting, monthly site audits, manage all property activities.
Education
• TeleStrategies
Certificate of Completion
Communication of Taxation 2013
National Registry CPE ID#108833
1* UC Berkeley Extension
Facilities Management Operations and Maintenance Certification Program
Project Management
Digital Telephony
• Learning Six Sigma
Course Materials Provided by Michael George Jr.
2* San Francisco State
Telecommunications Certificate 1995
• Global Knowledge Training Seminar
Understanding Network Protocols
• Lucent Technologies
5ESS Switch Characteristics and Applications
• Skill Path Seminar
Project Planning and Management
Page 23 of 33
From:
To:
Subject:
Date:
Jeanette Green
Moore, Marsha
Re: Concord Naval Weapons Station Reuse Project Community Advisory Committee Supplemental Questions
Friday, September 23, 2016 9:50:51 AM
Marsha
Here are the answers to the four questions being posed below:
1. No
2. No
3. No
4. No
Think Success!!
Jeanette
From: "Moore, Marsha"
To:
Cc: "Moore, Marsha"
Sent: Friday, September 23, 2016 9:27 AM
Subject: Concord Naval Weapons Station Reuse Project Community Advisory
Committee Supplemental Questions
Good Morning,
Thank you for your recent application to the Concord Naval Weapons Station Reuse
Project Community Advisory Committee. The next step in the selection process is to
determine possible conflict of interest. The City Attorney has requested each applicant
answer four (4) supplemental questions as part of the determination process.
The questions are listed below. Please reply to this email with your answers by Friday,
September 30, 2016 at 5:00 p.m.
Please feel free to contact me if you have any questions. Thank you for your cooperation
with the selection process and your interest in serving on the Community Advisory
Committee.
1. Do you, your spouse, registered domestic partner, or dependent children own,
lease, or have a financial interest in real property within the City of Concord, other
than your primary residence? If so, please explain and specify property address
and dollar amount(s).
2. Are you, your spouse, registered domestic partner, or dependent children seeking
, renewal, approval, denial or revocation of any license, permit, or other entitlement
from, or contract with the City of Concord/Local Reuse Authority? If so, please
explain.
3. Do you, your spouse, registered domestic partner, or dependent children work for,
receive income or gifts from, or have a financial interest in the City of
Concord/Local Reuse Authority, the East Bay Regional Parks District, or
Lennar/Five Point Communities (including any subsidiaries or affiliates)? If so,
please explain and specify the dollar amount(s).
4. Do you, your spouse, registered domestic partner, or dependent children work for,
Page 24 of 33
receive income or gifts from, or have a financial interest in any entity that contracts
with the City of Concord/Local Reuse Authority, the East Bay Regional Parks
District, or Lennar/Five Point Communities (including any subsidiaries or affiliates)?
If so, please explain and specify the dollar amount(s).
Marsha Moore, CMC
Deputy City Clerk
City of Concord, CA
Phone: 925-671-3085
[email protected]
Page 25 of 33
City of Concord
Submit Date: Sep 17,
2016
Status:
submitted
Profile
Rico
C
Ramirez
First Name
Middle Initial
Last Name
Email Address
Beechwood
Drive
Street Address
Suite or Apt
Concord
CA
94519
City
State
Postal Code
11
Number of years at above address:
20
Number of years in Concord:
30
Number of years in the county:
Resident
Are you a Resident or Non-Resident of Concord?
Mobile:
Home:
Primary Phone
Alternate Phone
Pacific Gas &
Electric
Work Resource Coordinator Electric
Manager
Employer
Job Title
Occupation
28
Number of years at employer:
1030 Detroit Ave., Concord, CA
94518 94518
Employer Address
Page 26 of 33
Rico C Ramirez
Page 1 of 3
Which Boards would you like to apply for?
Concord Naval Weapons Station Reuse Project Community Advisory Committee
INTERESTS AND EXPERIENCE
Please state your reason for applying, including qualifications for this position:
I live near the Concord Naval Weapons Station and this will affect my community and my family.
Describe prior service on a board, commission, or any other community service or public
body, indicate agency and explain what significant contributions you made:
n/a
Considering your experience and activities in business, labor, professional, social, or other
organizations, indicate the experience, technical training, and/or skills which qualify you for
an appointment on each desired board or commission:
I have never served on a board as my focus was on providing for my family. I served 6 years in the Navy
and I work for PG&E which serves the community. My experiences and the skills I have learned in
construction, coordinating, problem-solving and working with a team will be beneficial for the Board. I can
bring innovation ideas and opinions that benefits the community.
EDUCATION AND TRAINING
High School
Las Cruces High School, graduated 1977
College
University of Phoenix, BS - Business Management - three credits left to complete degree
Page 27 of 33
Rico C Ramirez
Page 2 of 3
Technicial/Vocational Training
Certification or Other
Ordained Minister to perform marriages.
2016-09-11_ResumeRico.pdf
Upload a Resume
TERMS OF ACCEPTANCE and SIGNATURE
I, applicant for a City of Concord Board, Commission or Committee, warrant the truthfulness of the
information provided in this application. I certify under penalty of perjury that I am a resident of the
City of Concord and meet the eligibility requirements.
Rico C Ramirez
Electronic Signature - Please type your First and Last
Name
Please Agree with the Following Statement
I understand that checking this box constitutes a legal signature confirming that I
acknowledge and agree to the above Terms and Acceptance.
I Agree *
Page 28 of 33
Rico C Ramirez
Page 3 of 3
RICO C. RAMIREZ
Beechwood Drive
Concord, CA
94519
Profile
Seasoned Work Resource Coordinator for PG&E. High level of expertise in
gas and electric construction, maintenance methods and procedures; job
coordination management, time management, computer/technology
systems, trained facilitator and disciplined decision maker.
Experience
M&C Coordinator - Electric, PG&E, Concord, CA
2009 - Present
Coordinate, problem solve, communicate, and document scheduled
maintenance and construction work. Prepare & review job packages,
communicate regularly with work and resource planning, engineering,
project management, contractors, customers and city and county officials.
Provide digital pictures or sketches in job packages for clarity. Skilled in
SAP Work Management, DART, Microsoft Word, Excel and Outlook.
Proficient on all standards, policies and procedures of Electrical
Maintenance and Operations, county and city code or ordinance restrictions
and governmental work requirements. Obtain permits when necessary,
coordinate traffic control, patch paving and crane truck, etc. Assist
Supervisor in Raptor Protection Program. Ability to coordinate numerous
jobs, prioritize jobs, coordinate deadlines, material management (back order
solutions), work management (keep multiple crews scheduled), time
management/deadlines, and provide alternative options for prudent
overtime decisions. Identify need for Vegetation Management and resolve as
appropriate. Clear understanding of safety related issues to help meet its
Zero OSHA, LWD, Training and Safety incident goals. Participate in
regularly scheduled scheduling meetings and electric compliance meetings.
Consistently pass applicable tests/test batteries as agreed to by the
Company and Union or new tests deemed appropriate.
Gas Mechanic, PG&E; San Francisco/Concord, CA –
1989 - 2009
Service and gas distribution for Contra Costa County. Responsible for the
installation, repair, troubleshooting, maintenance, operation, and
deactivation of steel gas pipeline by welding and controlling high-pressure
gas flows. Natural mechanical aptitude, excellent problem solving skills,
solid math skills, and the ability to read and interpret job layouts. Ability to
handle emergency situations any time of day, contribute to safety excellence
goals. Tested and passed every six months to re-qualify on welding
certifications.
Goundman/Line Dept, PG&E; Santa Rosa, CA - 1988 - 1989
Responsible for constructing, maintenance, removal and storm restoration
of high voltage distribution and transmission lines.
Page 29 of 33
Education
Las Cruces High School, Las Cruces, NM - General
Education - 1977
University of Phoenix, Concord, CA — BS, Business
Management – almost completed
References
References available upon request.
Page 30 of 33
From:
To:
Subject:
Date:
Rico Ramirez
Moore, Marsha
RE: Concord Naval Weapons Station Reuse Project Community Advisory Committee Supplemental Questions
Saturday, September 24, 2016 4:57:38 PM
Dear Marsha:
Here are my answers to your questions:
1. Do you, your spouse, registered domestic partner, or dependent children own, lease, or
have a financial interest in real property within the City of Concord, other than your
primary residence? If so, please explain and specify property address and dollar
amount(s). ...........NO.............
2. Are you, your spouse, registered domestic partner, or dependent children seeking ,
renewal, approval, denial or revocation of any license, permit, or other entitlement from, or
contract with the City of Concord/Local Reuse Authority? If so, please explain.
.............NO....................
3. Do you, your spouse, registered domestic partner, or dependent children work for,
receive income or gifts from, or have a financial interest in the City of Concord/Local
Reuse Authority, the East Bay Regional Parks District, or Lennar/Five Point Communities
(including any subsidiaries or affiliates)? If so, please explain and specify the dollar
amount(s) .........NO......................
4. Do you, your spouse, registered domestic partner, or dependent children work for,
receive income or gifts from, or have a financial interest in any entity that contracts with
the City of Concord/Local Reuse Authority, the East Bay Regional Parks District, or
Lennar/Five Point Communities (including any subsidiaries or affiliates)? If so, please explain
and specify the dollar amount(s). .....................NO............................
Let me know if you have any other questions.
Thank you,
Rico Ramirez
From: [email protected]
Page 31 of 33
Subject: Concord Naval Weapons Station Reuse Project Community Advisory Committee
Supplemental Questions
Date: Fri, 23 Sep 2016 17:23:54 +0000
Good Morning,
Thank you for your recent application to the Concord Naval Weapons Station Reuse Project
Community Advisory Committee. The next step in the selection process is to determine
possible conflict of interest. The City Attorney has requested each applicant answer four (4)
supplemental questions as part of the determination process.
The questions are listed below. Please reply to this email with your answers by Friday,
September 30, 2016 at 5:00 p.m.
Please feel free to contact me if you have any questions. Thank you for your cooperation with
the selection process and your interest in serving on the Community Advisory Committee.
1. Do you, your spouse, registered domestic partner, or dependent children own, lease, or
have a financial interest in real property within the City of Concord, other than your
primary residence? If so, please explain and specify property address and dollar
amount(s).
2. Are you, your spouse, registered domestic partner, or dependent children seeking ,
renewal, approval, denial or revocation of any license, permit, or other entitlement from, or
contract with the City of Concord/Local Reuse Authority? If so, please explain.
3. Do you, your spouse, registered domestic partner, or dependent children work for,
receive income or gifts from, or have a financial interest in the City of Concord/Local
Reuse Authority, the East Bay Regional Parks District, or Lennar/Five Point Communities
(including any subsidiaries or affiliates)? If so, please explain and specify the dollar
amount(s).
4. Do you, your spouse, registered domestic partner, or dependent children work for,
receive income or gifts from, or have a financial interest in any entity that contracts with
the City of Concord/Local Reuse Authority, the East Bay Regional Parks District, or
Lennar/Five Point Communities (including any subsidiaries or affiliates)? If so, please explain
and specify the dollar amount(s).
Marsha Moore, CMC
Deputy City Clerk
City of Concord, CA
Phone: 925-671-3085
[email protected]
Page 32 of 33
Virus-free. www.avast.com
Page 33 of 33