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Home My WebLink AboutTC Agd Pkt 1998-01-14 TIBURON TOWN COUNCIL AGENDA ADJOURNED MEETING TOWN OF TIBURON 1505 TIBURON BLVD. MEETING DATE: JANUARY 14, 1998 MEETING TIME: 7:00 P.M. COMMUNITY ROOM - 2ND FLOOR PLEASE NOTE: In order to give all interested persons an opportunity to be heard. and to ensure the presentation 01 all points 01 view, members of the audience should: (1) Always Address the Chair; (2) State Name and Address; (3) State Views Succinctly; (4) Limll Presentations to 3 minutes; (5) Speak Directly into Microphone. A. ROLL CALL B. ANNOUNCEMENT OF CLOSED SESSION ACTION (If any) C. PUBLIC OUESTIONS AND COMMENTS Please confine your comments during this portion of the agenda to matters not already on this agenda, other than items on the Consent Calendar. The public will be given an opportunity to speak on each agenda item at the time it is called Presentations are limited to three (3) minutes. Matters requiring action will be referred to the appropriate Commission, Board, Committee or Staff for consideration and/or placed on a future meeting agenda. D. INTERVIEWS FOR BOARDS. COMMISSIONS & COMMITTEES . 7:00 P.M. RAY TRUMAN - (JT. RECYCLING COMMITTEE) . 7:15 P.M. DONNA KLINE - (JT. RECYCLING COMMITTEE) . .7:30 P.M. BILL OSHER - (TOWN TREASURER) . 7:45 P.M. KURT OBERMEYER - (TOWN TREASURER) . 8:00 P.M. JILL GOLDMAN - (DOWNTOWN TASK FORCE) . 8:15 P.M. GRETCHEN WILLIAMS - (JT. RECREATION COMMITTEE/PARKS & OPEN SPACE COMMISSION)* . _______m JOHN SCHALLER - (TOWN TREASURER) - (Out of Town until 1/21/98) [MORE INIERVIEWS TO BE SCHEDULED PENDING RETURN CALLS FROM APPLICANTS- FINAL AGENDA WILL BEAVAlLABLEON WEDNESDAY, JANUARY 14, 1998J E. ADJOURNMENT To Friday, January 16,1998 - 4PM - Town Council/Staff Retreat *Revised 1/12/98 TOWN OF TIBURON @ 0J.- < C. ]505 TIBURON BOULEVARD. TIBURON . CALIFORNIA 94920 . (415) 435.7373 FAX (415) 435-2438 , Cc . " .. .. COMMISSION, BOARD & COMMITTEE (h'l. 4 .,';',..-" APPLICA TION The Town Council considers appointments to its various Town commissions, boards and committee throughout the year due to term expirations and unforeseen vacancies. In its effort to broaden participation by local residents in Tiburon's local .L , .J .L:..L: . .f.~ ",... .' .. .. _ ... _ _' .. . . .. .. _, _ ' . go".,...i:i"'iiiii'-n..ai pi"Gees;; <<iuu. a~uYiucS, ..at "LUi,i.i:U':H ii\::t:u~ LU t\.iIU't\i your tli(erest 10 serving the Town in some capacity. Please indicate your specific areas of interest and special skills or experience which would be beneficial to the Town, by completing both sides of this fOl'm and returning it to Town Hall. Copies will be forwarded to the Town Council and informal applicant/Council interviews are scheduled periodically during the year. Your application will also remain on file at Town Hall for a period of one (1) year. Thank you for your willingness to serve the Tiburon community. &A Robert L. Kleinert Town Manager * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 1~ltl!IIIIIJllllt"~:'/j~\",>>,,~;0g1EEi~t~lliw~~;~~;:;~~IIJritJlllllfl"I',il~lilllllll~llil Indicate Your Area(s) of Interest in Numerical Order (#1 Being the Greatest Interest) PLANNING / PARKS & OPEN SPACE DESIGN REVIEW ./ RECREA nON HERITAGE & ARTS DISASTER PREPAREDNESS BUDGET & FINANCE LIBRARY RECYCLING & WASTE MANAGEMENT DOWNTOWN REVIT ALIZA nON TASK FORCE 1 1~1111~'tll1~lllillillllilif:l:::::~' NAME: Gretchen K. wi 11 iams MAILING ADDRESS: 1805 Mar We ,Tiburon, CA 94920 TELEPHONE: Home: 435 8236Work: Jllil ___Q Fax No. :ill _,._ PROPERTY OWNERS' ASSOC. (Ifapplicable) TIBURON RESIDENT: (Years) one DATE SUBMITTED: 10/16/97 ~,:v 5SVD I chose to move to Tibllron a VPr::lr ;;:jgn nj:3(",:::Ill<:::~ nF ; f-c::: nl-nd r\nO 'hQiI"ty and wonderful orqanization-- roads and paths effortlesslv (h~') rlp~;gned to entice outdoor activity by hntn rp<:::i~pnt<::: :::In~ 'T;<:::;f-nr<::: ~'i~o ~harefore, when I learned t.nnt. twn of tni=' Vr'"'ll11nf-I'::q:::.y pnc::;....i /""\nc:: nrcm f-n "t~9 tQwn boar wprp. prlrln:::. R.. Yorro;::!f-;nn T want.p-d to sllnmit rln nppl;("';::!f-irm rnc::+- 'haste. My cornrnittment is toward keeDina existina arP-C'lS prpsprvPN :::1<::: wpl1 as the advancement of research into further areas to protect. MY qualifications-for eit.hp.r post. r=lrp vpry simplp T hpl;p'TP T wnuld be a worthy candidate because I am a dedicated and hardworkina individual who is committed to contributinq to a cherished communi tv. Throuahou~ my life I have worked with non-profit oraanizations to further ~w~rpness an improvement for causes important to me as an individual and as a member, a complex community (at levels from volunteer to ho~rrl mpmnpr) T am ver ashamed to say that. T n.:::lVp. lp.t tnp pri~t YPrir P'Ypirp v.rit'hnl1r '];"l:T;ng back th~ way I would li~~c. an~ thus, I ~ant very iliticl1 to re~t~UY illY shameful hiatus by workinq for an area I cherish. ----------------------------------------------lrOlYll flail {Jse ------------------------------------------------- _ Date Application Received: Interview Date: (- (L(-C7,)( _ Appointed to: (Commission, Board or Committee) (Date) _ Date lrerm Expires: Length oflrerm: jrn 12/95 2 TIBURON TOWN COUNCIL AGENDA ADJOURNED MEETING TOWN OF TIBURON 1505 TIBURON BL YD. MEETING DATE: JANUARY 14, 1998 MEETING TIME: 7:00 P.M. COMMUNITY ROOM - 2ND FLOOR PLEASE NOTE: In order to give all interested persons an opportunity to be heard, and to ensure the presentation of all points of view, members of the audience should: (1) Always Address the Chair; (2) State Name and Address; (3) State Views Succinctly; (4) limit Presentations to 3 minutes; (5) Speak Directly into Microphone. A. ROLL CALL B. ANNOUNCEMENT OF CLOSED SESSION ACTION (If any) C. PUBLIC QUESTIONS AND COMMENTS , Please confine your comments during this portion of the agenda to matters not already on this agenda, other than items on the Consent Calendar. The public will be given an opportunity to speak on each agenda item at the time it is called Presentations ore limited /0 three (3) minutes. Matters requiring action will be refen-ed /0 the appropriate Commission, Board, Committee or Staff for consideration and/or placed on a future meeting agenda. D. INTERVIEWS FOR BOARDS, COMMISSIONS & COMMITTEES . 7:00 P.M. RAY TRUMAN - (JT. RECYCLING COMMITTEE) . 7:15 P.M. DONNA KLINE - (JT. RECYCLING COMMITTEE) . 7:30 P.M. BILL OSHER - (TOWN TREASURER) . 1:45 PM. KURT OBERMEYER - (TOWN TREASURER) . 800 PM. JILL GOLDMAN - (DOWNTOWN TASK FORCE) . m_mm JOHN SCHALLER - (TOWN TREASURER) - (Out of Town untili/2i/98) [MORE iNTERViEWS TO BE SCHEDULED PENDiNG RETURN CALLS FROM APPLiCANTS - p FiNAL AGENDA WILL BE AVAiLABLE ON WEDNESDAY, JANUARY i4, i998] E. ADJOURNMENT To Friday, January 16, 1998 - 4PM - Town Council/Staff Retreat ~':"'~:'~;1'1ttlllliillllill NAME: _F-A Y TR V N\ p...N MAILING ADDRESS: 5(, f(EtD /2.. ANcr-t TELEPHONE: Home: 3887890 Work: PROPERTY OWNERS' ASSOC. (If applicable) ~GGCLAI'-'DS PteO(JeKr( OvJl:IEts i'\.SSo(', TIBURON RESIDENT: (Years) 27 DATE SUBMITTED: all ,AJDV 9-'1 R-o A:L:> TiI3URol-J C' A Fax No. 388-(,/53 <rift( 20 - 2oS3 Ip<'" (NCItGA5INIIL1 CONCINe."'G-/) Volin{ iH~ A-MavNT OF HIlZf'>'IAT We 1>15(005(; 0/= IN COR./t't:f:TL.'1, ""o/~ ""''il'WT muc!,\ CONOC-teN FiJI:. W,-\It,g=OMG'!.S of II UIJ07L wE f-l?Ao Al30uT II oR. SE=-E oN. '7'1, I AM ALSo A'J-Ji'lR-eo of <2:tvlE(<GENC '/ AC!fTON, Af'J0 f'E'f<\EI:>iE'-2 eAuSCD ~f C"~LE.sS ])/5f'OSPL AI">>/oR STb~I'\G~ o~ /1/'tZIrJAT; I 'BcLl!:,VE- eDucAtioN 0(= ntG GT'i"C"eAL. PlJi3UC,IN f',"I2"CuLA~ "/)0 II 'r'OVi!.SC.....F6Ic};; IS f'. Ntf::"'59V2'f 'TlIItJG... 'lJVH,cH Nec:I>S 70 $€ 'PGS/GN<:'P) Af'f'~cUC)), DISiJl?:6u,<:-t> At->,;t ('Ii'OMO'[:-t> f,',"f 7lfE 7"V"1J cF Tr(3URD!\J. 'T7f0 TRi.JCiC.~S Arv:t> C",f?,<?/C".<':3 A/2E f12E-fT'I WELL ~DucA~D 01<1 SAFr:'TY .'" 71ft::- GEfofC-.,e"'L f'\.J(3~/C.1.s J<J()'T; fve,LIC: p.,""'N!.E~SS ftJEC-!)S (b t!>E f't<!o;"rJo1Ef)~ I Mf'L(".fVI:"'d'.J~:tPRrx;t'iCVrlS.16\JALvltfE:1J. RbTJf.GD Ff'c(v\' 40 t '1ErAes IN Fi!E/GIfT T/2f\f-JSPDt2frlnOv-J II"DVSrt!.Y V'itfICH If'JCL'-"DC"S IiAzAti!'DCU$ IYlA~f,ALS. r-fl/l\,L./A{2. WITH FC:D(;2iAL I2CGulAfTOIJ:i (c r:: <' '5 \ INdtC/-t GOv-c1'l~ HA-t-'t>L/I-'& J .s iO r', t'.]I>-) T~AI-'S"'o,t!"i7N6- 13 'f Alf2 ANy $('''', Af'lj) fY'i ~A1L AIV:l:> T7i2vct<:; ALSO >Nj1l-{ STAR !IilNI+'1 IIAZIY\AT ",toGS, Itl1\JC- TA\)GH,1"f\tJSfOfi'RTf'D N 6'( AI~ At--l'0 f!, 'f sEA FoR 8' 'i~(lS I N co MMVNll'! \ COLl..(~E (K Al'lzil) , A('l~ AT" Pt-\N AMf'IItcAtJ \-.5c/<'Lb AII'I,}.,,\'ts,(/'f YfY.t'<; /f'! CAfGo ,I"l{'(::, .. - p ~&T1,eEt> 5n'f'.A/i(. N!,VAL oFF\C:I"R .".,/\(t 33 te'AR.s EX!'ff!i("tJCf' IN IfANDLIf'G-.;t-:. or: Co",<..I'LoSIVCS; R. A'i)tDAc-fnf~ A~D tvuC'..LC-Af'. Vv fAfJO/-iS J. T,eI\;NJ/oIG---, ----------------------------------------------lr01N11 lIaJl lIse ------------------------------------------------- _ Date Application Received: Interview Date: (-ILf-70 _ Appointed to: (Commission, Board or Committee) (Date) _ Date Term Expires: Length of Term: jrn 12/95 2 ;-", I':::::' '.\ i7iS rDJ '," ", ',' ::; : I', I...... , ,,-----.< ._.,._....', '..< ~ I - I COMMISSION. BOARD & COMMITTEE J .NOll - c IS --' (Lv; (( 0 t~(< 'F TOWN OF TIBURON ]505 TfBURON BOULEVARD. TIBURON . CALIFORNIA 94920 . (415) 435-7373 FAX (415) 435-2438 APPLICA TION rOVVf''-4 MA(~f'd.JlH S OFF!CE TQWt'j CF TIBURON The Town Council considers appointments to its various Town commissions, boards and committee throughout the year due to term expirations and unforeseen vacancies. In its effort to broaden participation by local residents in Tiburon's local governmental process and activities, the Council needs to know your interest in serving the Town in some capacity. Please indicate your specific areas of interest and special skills or experience which would be beneficial to the Town, by completing both sides of this form and returning it to Town Hall. Copies will be forwarded to the Town Council and informal applicant/Council interviews are scheduled periodically during the year. Your application will also remain on tile at Town Hall for a period of one (1) year. Thank you for your willingness to serve the Tiburon community. Robert L. Kleinert Town Manager * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * , t#:::""%W"i~llllllll,llllliJlilll! r Indicate Your Area(s) of Interest in Numerical Order (#1 Being the Greatest Interest) PLANNING PARKS & OPEN SPACE DESIGN REVIEW RECREATION HERITAGE & ARTS DISASTER PREPAREDNESS BUDGET & FINANCE LIBRARY )( RECYCLING & WASTE MANAGEMENT DOWNTOWN REVITALIZATION TASK FORCE 1 r~ I L, ./"~CJ ~~~ -~0J/ (I 3 )>;W~ ) , ."' ._,. --=-:; -' ~- .iH" 1 .UU~ ,~. ,. ''--';'' . , . .,,-.......-_. ,"" -' -r.'-,' ,. ....,- ~'- '-' i""," October 14, 1997 Mr. Bob Kleinert, Town Manager Tiburon Town Hall 1505 Tiburon Blvd. Tiburon, CA 94920 Subject: Belvedere- Tiburon Recycling Committee Dear Bob: I would like to submit my application for an appointment to the Belvedere/Tiburon Recycling Committee. As a longtime resident of Tiburon--28 years--my family and I have long been strong supporters of many conservation issues, in addition to the recycling program on the Tiburon peninsula. I believe my interest and advocacy in the recycling program, in addition to my interest in the environment, will add to the committee's continuing recycling education and efforts. Thank you. Cordially Yours, /1ur~ Donna S. Kline 672 Hilary Drive Tiburon, CA 94920 Tel: 415-435-3017 Fa-"{: 415-435-6910 email: Kline672@aol.com ~ ffO ~~. ( . '."'II!II'~IIIIJ'111I11111Iltl @~'4t._$ttt::l~'l:;:f.:~*t.t%m&t%~ ~.... .'. ...::::"W*=n:::~'::.:::.:::.:::::::;:~::;..::..:;::::;m::;:::;;.::,:~:):$;:;:;~::.::;::::::::::::.~~::=::;::;:=: NAME: ~.)t\IJ\(A MAILING ADDRESS: tn 7,2 I-/i I A 11..'( 1:::1 iVve... TELEPHONE: Home: 135-aa J7Work: S7!jiL Fax No. e-- (., C; / () PROPERTY OWNERS' ASSOC. (IfappUcable) AillthtJP.Ne. i.lHl,e,)2S AS5N , TIBURON RESIDENT: (Years) ~ V DATE SUBMITTED: 0 <:.t . ~ 7, (1 if '7 ~.~'7) o '-J . KliNe My first choice selection-- The Recycling and Waste Management Committee-- sterns from a longtime interest in conservation and recyling to reduce waste. My family and I have taken part and supported Tiburon' s recyling program since it began in the early 1970s. It is now my wish to participate more actively towards the program's continued success by serving on the Recycling and Waste Management Committee. My second and third choices--Heritage and Arts, and the Library Committees--are t fOlmded in a lifetime love and work in the arts and in libraries. I am a former school librarian for the Reed Union School District and the Palo Alto Unified School District. My present profession is a musician/writer. Applicable Qualifications and Experience. I have lived in Tiburon for a little over 27 years. During this time, I served on various parent volunteer committees in the Reed Union School District while my two daughters were attending school in the district--K-8. I also served as secretary for the Hawthorne Homeowners Assn., and worked closely with the neighborhood to restore views as well beautifY the Hawthorne entrance on the corner of Rock Hill and Tiburon Blvd. It was also during this tenure as secretary that I worked with the neighborhood to help petition Cal Trans to install a traffic signal at the intersection of Tiburon Blvd and Rock Hill. . ----------------------------------------------1rown lIaJl lJse ------------------------------------------------- _ Date Application Received: Interview Date: / - (Cf-7'r _ Appointed to: (Commission, Board or Committee) (Date) _ Date 1rerm Expires: Length of1rerm: jrn 12/95 2 TOWN OF TIBURON 1505 TIBURON BOULEVARD. TIBURON . C:LIFO~[ 9.220 . ~~415) 435.7373 FAX (415) 435-2438 .",--,- -'l,-\.:ll-';r: ;Ov\;N v.Ar.~,:"l..:..~t:..':-. ;: ,-,'j": 1-';1;,,0 iQWN OF TI5URON CO.MMISSION. BOARD & CO.MMITTEE APPLICA TION The Town Council considers appointments to its various Town commissions, boards and committee throughout the year due to term expirations and unforeseen vacancies. In its effort to broaden participation by local residents in Tiburon's local governmental process and activities, the Council needs to know your interest in serving the Town in some capacity. Please indicate your specific areas of interest and special skills or exp.erience which would be beneficial to the Town, by completing both sides of this fo~m and returning it to Town Hall. Copies will be forwarded to the Town Council and informal applicant/Council interviews are scheduled periodically during the year. Your application will also remain on file at Town Hall for a period of one (1) year. Thank you for your willingness to serve the Tiburon community. Robert L. Kleinert Town Manager * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * . Indicate Your Area(s) or Interest in Numerical Order (#1 Being the Greatest Interest) PLANNING PARKS & OPEN SPACE DESIGN REVIEW RECREATION ,;). HERITAGE & ARTS DISASTER PREPAREDNESS BUDGET & FINANCE 3 LIBRARY I RECYCLING & WASTE MANAGEMENT DOWNTOWN REVIT ALIZA T10N TASK FORCE 1 TOWN OF TIB URON ~.. ~ , ~: 1505 TIBURON BOULEVARD. TIBURON . CALIFORNIA 94920 . (415) 435.7 3 If FAX (415) 435- 438 \.!, '. ~.~ ;J, ;::,': ';f! :~'.:.I:I:-' -_.~-- }. ':.-,.f', IU::,>' . L::;., .Va, I.- . r.:- COl\1MISSION, BOARD & COMMITTEE APPLICA TION T()\/c;:"l ,\'!';,\j,.;I...;=;-~':; CFFiC::': T2\/;, ' C,:r:SU90r; The Town Council considers appointments to its various Town commissions, boards and committee throughout the year due to term expirations and unforeseen vacancies. In its effort to broaden participation by local residents in Tiburon's local governmental process and activities, the Council needs to know your interest in serving the Town in some capacity. Please indicate your specific areas of interest and special skills or experience which would be beneficial to the Town, by completing both sides of this for,m and returning it to Town Hall. Copies will be forwarded to the Town Coun~il and informal applicant/Council interviews are scheduled periodically during the year. Your application will also remain on file at Town Hall for a period of one (1) year. Thank you for your willingness to serve the Tiburon community. '. $A Robert L. Kleinert Town Manager * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * t{;@m::~ .'__ :.::~::::;::~ :.:-:...:.:...:~:::::::;:::~:~t::::~:.....~.:.:.:.:. '::;':';:::::::~:::::::::'r-~:':':':'w:"'" ~ , .:.:.'.:.,.:.,:. ::::::~::::::::::::~~::K\:':;:::::;~:H:: :rt::\\\rt\:,;: :,:::::::::::::,:,:::,:::::::?W :::::::::::::::;::::\::f::~::~f::::::::;:::::::::::; nii'i'i@f:;lj!~i:::i?;iiii~:i!;;;;llii]!il~!I;i!~llllii;\!t'NM;;g;@;';'Nggg;.'H;I:II:i:I:;;I:I:I~ii:!ifll;;:I:!i~i:li;ll!!:!:l:ll;;, r Indicate Your Area(s) of Interest in Numerical Order (#1 Being the Greatest Interest) PLANNING PARKS & OPEN SPACE DESIGN REVIEW RECREA nON HERITAGE & ARTS DISASTER PREPAREDNESS BUDGET & FINANCE LIBRARY RECYCLING & WASTE MANAGEMENT DOWNTOWN REVIT ALIZA nON TASK FORCE X Tiburon Town Treasurer 1 111111 ">' ,'" '., ,'_ .... , < ." ..,,,~ '..,' ..x..vv-::: "'; "~" ( > < .;. .., ,'" ,...., ,.., '- :i'.. '... ",,::...$.;--~... s.....$$-'i' ~.)~, <'.r',A.;.....'-::-., '::::~'.. .mrtV~~~~IMft:t~~~..tr:;:t%:::::::;;:~'ffh:.~B<:?:-:'i&:h <';:;'::=..{ -!...:;:'.:-., '~,'';';; u ':-"x' v """ 4; :::B,+U; '$..:;h>:j':;;(<"%~ ..,::/j';::h~i~> _:?rf{>~>~~w~:i~~tO(~..~,:=:.t~}V~t:::P..."'$ >.)~~}>> '.. , ;1:J!~~{f:f:t}f~t.~ (..~Vt:.)<i~ (..it8~'t~~<~.. ,m&EA9A\U1NIt:QR~_.fBlt\~~;{it{ft~t Jtl;r~~,~tt,"~~;jn;nt;r} ;~5~>~ ,'~~ NAME: MAILING ADDRESS: TELEPHONE: Home: 380-8846 Work: 765-8366 PROPERTY OWNERS' ASSOC. (If applicable) TIBURON RESIDENT: (Years) 5+ DATE SUBMITTED: 22 (Bill) Southridge East William D. Osher Fax No. 380-8947 Reed 12/19/97 1IIIr %~: ;.:::~:.,.. :.::~:..." See Attached .' Illlllli :,~t::..::.-i.~::: "</;C'" . ;,~ J~~:~WHj t:;:;. :~;:~: ::g, :;:;:::':: .".:.:.",. 'W See Attached . --------------------------------------------- T own Hall Use ------------------------------------------------- _ Date Application Received: Interview Date: _ Appointed to: (Commission, Board or Committee) (Date) _ Date Term Expires: Length of Term: jrn 12/95 2 WILLIAM DAVID OSHER, CFA 22 Southridge Road East Tiburon CA, 94920 (415) 380-8846 EXPERIENCE March 1992 HARRIS BRBTALL SULLIVAN , SMITH, INC. San Francisco, CA to present Senior vice President, Director Fixed Income Investments. Currently responsible for the management of the fixed income department of an independent investment advisor with fixed assets under management of approx. $500 mm and total assets exceeding $3.0 B. Related duties include management of all fully discretionary fixed income portfolios, serving as the firm's economist, serving as a member of the Investment Strategy Committee, client servicing, development and implementation of a marketing plan, and making presentations to consultants and prospective clients. Increased assets under management by over $200 mm. 1989 - 1992 SECURITY PACIFIC INVESTMENT MANAGERS Los Angeles, CA Vice President, Co-Director Fixed Income Investments. Co-managed the fixed income department of a large money center bank with assets totaling over $2.5 B. Related duties included making presentations to current and prospective clients, formulating investment policies and strategies, recruiting and developing staff, serving as an active member of the Investment Policy Committee and managing a $100 me GNMA Mutual Fund. 1985 - 1989 GOVAARS , ASSOCIATES, INC. Newport Beach, CA Senior Portfolio Manager. Designed and initiated marketing qf a long duration total rate of return portfolio for pension plans. Managed a $600 mm realized return portfolio, a $150 mm trading account, and a $170 mm hedged MBS portfolio. Assistant portfolio manager for a $2 B. MBS/Treasury portfolio and a MBS Mutual Fund. Securities analyst for MBS & derivatives, longer duration Treasuries and Treasury futures and options. Summer 1984 BEAR, STEARNS , CO. Corporate Fina~ce Intern. Analyzed public leveraged buyouts 1984. Created a database for the firm's future reference. New York, NY from 1978 to 1980 - 1983 PRICE RAFFEL , ASSOCIATES, INC. Pension Plan Consultant. Designed pension plans corporations. Sold life insurance. Los Angeles, CA for closely held EDUCATION 1990 - 1992 ASSOCIATION FOR INVESTMENT MANAGEMENT AND RESEARCH Charlottesville, VA Designated Chartered Financial Analyst, CFA, in September, 1992. . 1983 - 1985 J. L. KELLOGG GRADUATE SCHOOL OF MANAGEMENT NORTHWESTERN UNIVERSITY Evanston, IL Masters of Management .degree, MM, in June, 1985. Concentrations in Finance and Accounting. Member of Graduate Management Association, Portfolio Management and Investment Banking Clubs. Deans List. 3.8 GPA. 1982- 1983 AMERICAN SOCIETY OF PENSION ACTUARIES Los Angeles, CA Designated Certified Pension Consultant, CPC, in October, 1982. 1975 - 1979 CLAREMONT MCKENNA COLLEGE Claremont, CA Bachelors of Arts degree, BA, in May, 1979. Dean's List. Track Team. INTERESTS Skiing, Fly Fishing, Traveling, Reading. REFERENCES Available on request. Attachment to the Application for the Town ofTiburon's Town Treasurer. Reasons for selecting your area of interest. My family and I have been residents of the Town of Tiburon since 1992. Over that time, we have come to believe there is no better place in the world to live and raise our children. Further, we believe the best way to ensure the Town retains its stature is through community involvement. Genine, my wife, has already taken an active role in my daughter's school, Marin Montessori's preschool, acting as the Parent Association's treasurer. As Taylor, our daughter, moves out of preschool and into the Tiburon public school system, Genine plans on continuing her involvement. The most efficient way I can add value to the Town is to share my expertise in my chosen profession as an investment counselor. In my career I have had the opportunity to serve with many public Agencies with investment objectives similar to those of our Town. Examples of these would include the San Mateo County Transit District, the San Mateo County Transportation Authority and the County of Ventura. ~ My goal would not be to change the way things are done, but rather to motivate good decisions by being informative. I strongly believe sound treasury management is more than a legal requirement, it is an admirable objective. Accordingly, I would very much like to assist the Town of Tiburon by serving as the Town's Treasurer. Applicable Qualifications and Experience. I currently am a Senior Vice President and the Director of Fixed Income Investments for Harris Bretall Sullivan & Smith L.L.c., a San Francisco money manager with over $3 billion of assets under management. I am responsible for over $300 million of investments with similar objectives as those of the Town. I am very familiar with the requirements of the California Government Code sections governing the investments of the town and regularly keep up with changes in the code as part of my day to day activities. In connection with my management responsibilities I am the firm's economist, and a member of Harris Bretall's investment strategy committee where all investment decisions for the firm's clients are made. In my role as Director of Fixed Income Investments, I prepare a monthly market review and outlook for the firm's fixed income clients and have, on occasion, been called upon to evaluate and consult on other small tOI-VTIS' and cities' portfolios. . A resume of my 14 years of investment experience is attached. . I ~~ ,""",-~.-'_ ~~ c-~~---<~- ~--".~-1;2:.__ ~ ~~----\".~~ cc: I' 0 ~K TOWN OF TIBURON 1505 TIBURON BOULEVARD. TIBURON . CALIFORNIA 94920 . (415) 435-7373 FAX (415) 435.2438 COMMISSION. BOARD & COMMITTEE APPLICA TION The Town Council considers appointments to its various Town commissions, boards and committee throughout the year due to term expirations and -unforeseen vacancies. In its effort to broaden participation by local residents in Tiburon's local governmental process ,and activities, the Council needs to know your interest in serving the Town in some capacity. Please indicate your specific areas of interest and special skills or experience which would be beneficial to the Town, by completing both sides of this form and returning it to Town Hall. (:opies will t: forwarded to the Town Council and informal applicant/Council interviews are .'lcheduled periodically during the year. Your application will also remain on file at Town Hall for a period of one (1) year. Thank you for your willingness to serve the Tiburon community. &A Robert L. Kleinert Town Manager * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * p Indicate Your Area(s) of Intered in Numerical Order (#1 Being the Greatest Interest) PLANNING PARKS & OPEN SPACE DESIGN REVIEW RECREATION HERITAGE & ARTS DISASTER PREPAREDNESS BUDGET & FINANCE LIBRARY RECYCLING & WASTE MANAGEMENT DOWNTOWN REVIT ALIZA nON TASK FORCE ~A'~ ,./' 1 :.:.:.;.:.;.:.;. .:.:;:~: :;::;:::::::::;::::~::;;:::::..:.;.. :~t@tmWt~~ ...............:.:.:.:.:.;......... 11;III\li:::tll11i,~1111'"illl"Jli41.I.iljtililli,111114!lli'\'II!I~I;1 :::::::~::::::::::::;:::;::::::::::: ::;~B~:~:}%r~::t{: NAME: ~ <;.-->.5~Tt\o=J1~ MAILING ADDRESS: I ~ 13.~'-F, ~ -t:/t:2~hJ~ TELEPHONE: Home: 4l-:>~~Work: ?8~-I~ Fax No. '3'l!S"i-o&z PROPERTY OWNERS' ASSOC. (If applicable) ,....:.Jk- TIBURON RESIDENT: (Years) 2.-:> 4~ DATE SUBMITTED: 9zz{"'!'<1- \ ~~ ;~L- ~~)~~-j::: ~:::~~~~~ ..tt1~~~C-~ ;,.." ~~:.., -h;>u\,\l ~'-n~ ~ .2.. ~s .J~. ~ ~ 6... -'r't~'tc;. ~>-lvA:-t.-u~ "" ~ ~a ~~ -:r:::- ~\ ~ 'C l..JJ-E:. -A-.."", -:P-A-r~ ~~ t,<..l ---n'--e.u~ ~ -h- -t+M'ii=- :;e.... -B ~ I=': tv\.. ___"""'--. ~t.\ .....J- ..IT:.,..,) "iX.. I~..-..\~Uf:-E:~ .. 0' .. ... ""'.k;;,.;!. .........,"'...Iii!!il< ;[;' >>~. ... _. ." """'" " . .......!.ll<'ji , . "",." ....""'... .,,(1G"-.~...... ,,' ~.. ."",.:., u. ~~ 'f.~~~:/f.'t. .~~..~w},~~..,' " " ~",' . ~ ~ ).... -:., ;-... '. : ~r "~'..' ....' " ')" /U8lil€IitBlllBil'llll TlllfltJ!ifi flNS, \,",'"., " .' .. ,N". .z.,,',. .,.. :' ~ '"..', .^" WjiJ.:m<)~D_''I!;rn..'":m''''' . ...... '. " . .. .;.......;t,. ..:.:.:.,.::.;,................:..:,:..;,~,.,.,.~..:,~.:;.~,.:.,8~.~:.{.:.< ~..~.~:.:..:.......L;~.~'~~:m;y.:v:f.D~BA:l";V.:t:~:e:.E\.:.:.:.:...:.::...:.:.~~.:...:,.:.,.~,.:.~,~.:;.:<~,.::.:.,.:~~::...........;..,~.,.,<.,..;::.,~...,...... .t~r 4? A- rV1~,\~12' P' ~ ~ 1~)V7 ~ -e>,fb6'E::< rz..-..... t.9.\r~~-.. .\M~'=A- ~ ^.H1L-. -r:::- ~ -Il,,-_ ~ ~-1 ,...~ ..~ ~ ~~~ ~~ u'J.~~~V::. -r--",,-v-v\~ ~""t::o ~~~ ~0"D~4.. -::r::- ~)'EO- ~ -p...,zo,....\ J...'B. -.-- -to ~- ..A- ~.,...- eSA-."... ---:eo',,,.!, I ~."... -e> "'\4 e-r \\Ai T"" ~< e ~-.A-c.- ~ ~E-SZ"~~~~~r~~~ · \ ~IJ~ I I ~ ~~:t!i:j~ ~ "'T1.le~='.'''''''''''''''''' +;~~I~-n:.....~~ ~+-~ ~"=E.. ~\~~~. ----------------------------------------------1ro~ lIall lJse ------------------------------------------------- r;::'>J )""""rr~r;::::>nlil\'q=~ Interview Date: : :\ \ i '.'0, \\~"'" (f:; U \~ i::::;, in) '-..... ," LW, rJAiId 5 JCl<i&"" _ Date Application Received: _ Appointed to: (Commission, Board or Committee) 'fQ',V:..j MAfI(.Ji).llll!). ':.Fi ".3\ roWfJ OF T:3Ui'j()N _ Date 1rerm Expires: Length of1rerm: jm 12/95 2 KURT A. OBERMEYER 173 BLACKFIELD DRIVE TIBURON, CALIFORNIA 94920 (415) 383-8223 Education: June 1996 Bachelor of Arts Degree in English Bachelor of Science Degree in Biology California State University, Fullerton December 1990 Associate of Arts Degree Saddleback College, Mission Viejo, CA Professional Experience: October 1997 - Present WestAmerica Bank, Mill Valley, CA Customer Service Manager · Supervises sales staff to meet threshold sales goals · Budgets all branch accounts dealing with income, losses, loans, investments and expenses · Manages all daily operations of bank with Assistant Customer Service Manager · Deals with all aspects of personnel issues such as hiring, counseling, and termination · Continually meets with all personal and business clients to update accounts and resolve any banking problems August 1996 - October 1997 WestArnerica Bank, Mill Valley, CA Assistant Customer Service Manager p . Manages daily operations of branch . Directly supervises bank tellers and branch service officers to meet bank's customer service and sales goals . Exceeds bank's referral and sales goals on a consistent basis . Expands all account relationships by meeting with clients to review any needs, requests, and/or problems the client may have . Provides daily support for branch to meet federal regulatory laws . Maintains superior customer service by constantly reviewing branch's objectives with upper management . Represents the bank at many community events Kurt A. Obermeyer Reswne Page 2 July 1995 - August 1996 Wells Fargo Bank, San Francisco, CA Personal Banking Officer · Meets continually with clients to update accounts, loans and investments · Expands individual account relationships by actively cross-marketing bank products and services · Provides support in a variety of functional areas of customer service · Exceeds sales thresholds as negotiated with the Vice President of the branch and region · Trains and coaches less experienced members ofthe staff and exercises a greater degree of independence and problem solving in daily branch activities · Composes correspondence and memos concerning banking activities July 1994 - July 1995 Wells Fargo Bank, Laguna Beach, CA Customer Service Representative · Maintained bank / customer correspondence · Responsible for Branch / Franchise advertising · Experienced in opening / closing accounts and completing wire transfers · Managed current customer information on file · Consistently met sales requirements for each quarter June 1989 - June 1994 p Vi~ion Development Center Vision Therapist / Bookkeeper · Directed visual exercises for both adults and children · Planned and implemented fine motor skills exercises with patients · Kept detailed records of patients' progress · Developed individualized home therapy schedules Kurt A. Obermeyer Resume Page 3 Other Related Experiences: September 1992 - June 1994 Student Health Professions Association, CSUP Optometry Chairman · Organized weekly meetings, banquets and luncheons, and acquired speakers for said functions · Composed articles and arranged layout for newsletter, "Perspectives" · Communicated and collaborated with professors and school administration Skills: · Strong interpersonal skills · Advanced writing skills · Excellent team worker · 10-Key · Computer literate · WordPerfect 6.0 · Microsoft Word for Win\:lows · Strongly detail oriented References: Available upon request. . NAME: J1\..L S. (iOLDN),,\N MAILING ADDRESS: \ "] A c ~ \.. A DR.. TELEPHONE: Home: 43S-5.1)0 Work: PROPERTY OWNERS' ASSOC. (Ifapplicable) TIBURON RESIDENT: (Year.) 2 v~ DATE SUBMITTED: Fax No. 43S--iS6L/ IO/~9/q7 . . As a rpW,v()l:r l'"\@t0 I,burof"l .-es,cl....e..::L4- .I hMP ~;~~~t~~ :~L~~~e.ln;~\!~ ilhdrn~~~~~~ml2f"lc(f;":~':+~j~- ~ace, (,lh.)e ~ ~ P SS@l'\t,r.lI -+0 mc./"\.lQ,^ 4he ~()~Q X b~~.eJ~ +h: +"~ c~~~ 1* fe p~h~ cl'd _h. \~S f1.~rr rll',A.e " e ('Q er~~r. ~ r"c, I \'tJ\I"- \""'Ie p~r p^pertP.,cf' 1<"\ -k,,,Jf') j)lrt'\n't'l5 ---B() ~re mnJ '<"\j -t>-> h b,>, o^,-'2 Y::> jP'" s; t1.8(', T I,,, pd...... ~~;~:~J ~~:^7:~ ';~' C~^~~:~,~:~?; cM ~::~ ~.~,~ ,,......ut't\-..Jed 1,-... -J....,,(df'""'t rL"f"'I"'\rn.(:~lnl"\, :r:. IDnl'\cl \pcrr'\ Cht")u-t I ...O:->j--hR_I.I.L_n...a,--ne t1......d v,nrl:.. +" If''r>p'o,P ,.\. p --------------------------------------------- T own HaIl Use ------------------------------------------------- Interview Date: ! - (C( -- 70' ._ Date Application Received: _ Appointed to: (Commission, Board or Committee) (Date) _ Date Term Expires: Length of Term: jrn 12/95 2 ,,~--'I':""?:-ieq~0'~\r: COMMISSION. BOARD & COMMITTE~ifr~,;~~ ;99 ld TOWN MANAGER'S OFFi( TOWN OF TIBURON Cc: fro .F, " TOWN OF TIBURON 1505 TIBURON BOULEVARD, TIBURON . CALIFORNIA 94920 . (415) 435-7373 FAX (415) 435-2438 APPLICA TION The Town Council considers appointments to its various Town commissions, boards and committee throughout the year due to term expirations and unforeseen vacancies. In its effort to broaden participation by local residents in Tiburon's local governmental process and activities, the Council needs to know your interest in serving the Town in some capacity. Please indicate your specific areas of interest and special skills or experience which would be beneficial to the Town, by completing both sides ofthis for,m and returning it to Town Hall. Copies will be forwarded to the Town Council and informal applicant/Council interviews are scheduled periodically during the year. Your application will also remain on file at Town Hall for a period of one (1) year. Thank you for your willingness to serve the Tiburon community. &A Robert L. Kleinert Town Manager * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * . Indicate Your Area(s) of Interest in Numerical Order (#1 Being the Greatest Interest) Q) :L-PLANNING (DLPARKS & OPEN SPACE DESIGN REVIEW RECREATION HERITAGE & ARTS DISASTER PREPAREDNESS BUDGET & FINANCE LIBRARY RECYCLING & WASTE MANAGEMENT CD .X DOWNTOWN REVITALIZATION TASK FORCE 1 NAME: ~H,o A. cSCHAcc..€X. MAILING ADDRESS: PO. {Sox Ilob lI!5.vROAJ CA C::P<{92..D TELEPHONE: Home:4~S:-&-<1'o~ Work: <;7i&:-S'9BBFax No. -1.Z ,- :S"'1o<- PROPERTY OWNERS' ASSOC. (Ifapplicable) TIBURON RESIDENT: (Years) 2. 0 y~1. DATE SUBMITTED: (2.../"'1 fc? 7 ..;€: IE - .AN l,v It<JU€s.TI,uC oeV It I>Ej('::.t?A.JAc ANd Q?"e~,<{TF fi:A-S./~. ,gECAc.JSf: L ...eX> fL:X}C~ r)t::r:... ,f,E rAJ 71(?Vl'toJ 6',v A FULL Trrf~ M~(.s. Tffr <;. Of?u:JI.vC OFr:FI~S. MiE: A~ rol;Jr:9~T(./AJlr'( Tc.:::/ J3.E V?StE.FvL To Trite, tnt-fMO.v17Y wI-!, L.E. A r=r=o~II\:JC M~ TN E L.vxv.,4,,"; OF U I,}lvC /JAA.-r- Tr H. {;. A I LA k6: T1 HOe:. . ~mw~ *'<t:m;.... Ifil!11 :tftB: ;4:' :'~~:~ t:~,if</~:, {::~~: ~>> :? ~~;r,.~,'::, ~>' >h:-:~:(~,:t~~.v. ~~~F~ ;':::if~' :~'~:(:?'~c;Jii~,'; " : '~~. .:..::"", .;" , "d.l\\hw..",.._E1iil€lifBB.il~H;.lJBl'EL.W1'8Nl8Lfh"',".,",r' .,,' ';"~'''~''''!' lJ::@Intjf:;l'!ffff!jijfii:iIGt:ui;il;~~Ell1EN€El'1jjf;111i:';111I:il'!:jWiji;j'iji:!I';;Y;;" c'S.€.;;: ArrAU-IEt;. r -------------------------------------------~~-1ro~ lIaJl lIse ------------------------------------------------- _ Date Application Received: Interview Date: _ Appointed to: (Commission, Board or Committee) (Date) _ Date Term Expires: Length of Term:. jrn 12/95 2 TOWN OF TIBURON ~ () " ~;t 1505 TIBURON BOULEVARD.. TIBURON . CALIFORNIA 94920 . (415) 13 373 ~ FAX (415) 4 -2438 r COMJ\'IISSION. BOARD & COMMITTEE ',~ -,. '~!R\ ~ '_: I ,- _ . ; : : ' ;.'J! ' ,,,c,~ . -'.=:01 :- CI ,......!-~.. .", 1'"'' .' U,.::..,; ~ -" 7:'j ~;~:. -oJ :Ji=F1CE : '-_ 1/ ~~~,: T:3L::::Orl APPLICATION The Town Council considers appointments to its various Town commissions, boards and committee throughout the year due to term expirations and unforeseen vacancies. In its effort to broaden participation by local residents in Tiburon's local --ve~-- --"31 p-~-e-s --... --":-':""'l'e~ ....~ "0..--:1 n--"'s "- .----" "-"-m' "-r-s" 1'- I;U .UIlli;1ia. lv~;:) ca.l..lU 4\..UYJ.' u, &.1..1';- '- Ul.J\...l.I ",,,u. '''' All,," JVU.l "~,, I. ..... serving the Town in some capacity. Please indicate your specific areas of interest and special skills or experience which would be beneficial to the Town, by completing both sides of this form and returning it to Town HaD. Copies will be forwarded to the TownCounl:il and informal applicant/Council interviews are scheduled periodically during the year. Your application will also remain on file at Town Hall for a period of one (1) year. Thank you for your willingness to serve the Tiburon community. &;1 Robert L. Kleinert Town Manager * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * iltli!~!llillll!iill!ill~;il~1111It!ll!lli;l!ililllll:!l!ilfllll!llll!i!illli:il~illli;ii:ll ::;::;;:;:~;:::::r;:::;::;:::;m::;~~:; ::;;::;;::;:::;;;::~:::::::::::""""".W"'~ ..........................'...,..,...................,.. ,~.,.,.,;,,:.:<.>:.:.,.:.,.: :::::::tmm::~:ittftKt~:t...;:t,.:::::::::::::::~~~::t;:~ It!:t1%:It:];:I~1tr~:*~ffi~I~Mttmnt:J:::,:;:;u . Indicate Your Area(s) of Interest in Numerical Order (#1 Being the Greatest Interest) PLANNING PARKS & OPEN SPACE DESIGN REVIEW RECREA TION HERITAGE & ARTS DISASTER PREPAREDNESS BUDGET & FINANCE LIBR~RY RECYCLING & WASTE MANAGEMENT DOWNTOWN REVITALIZATION TASK FORCE / Toc.-.7.D TR€A,.s.uR€,( 1 JOHN A. SCBALLER 102 Paradise Drive P. O. Box 1106 Tiburon, CA 94920 (415) 435-5488 (415) 435-5402 FAX ~30 Employment Activities: 1995 - Pres Retired. Handle personal investments. 1986 - 1995 Sierra National Capital Co., Tiburon, CA. Finances, leases and brokers IBM computer machines: main frames, peri- pherals and communications equipment. Sierra National Leasing Co., Corte Madera, CA. Same as above. Boothe Financial Corp., San Francisco, CA. Same as above. 1980 - 1985 1970 - 1979 1963 - 1969 Bank of California, N.A., San Francisco, CA. Director of management information services. ~ .' 3750 No.Lake Blvd. P. O. Box 844 Tahoe City, CA 96145 (~) 583-0171 (~) 583-0173 FAX President Exec. Vice President vice President Marketing t vice President Volunteer Activities: 1994 - Pres Concordia U?iversity, Portland, OR. Board member 1987 - 1996 Church Extension Fund, CNH District, Chair of Board of LCMS, San Francisco, CA. Finances re- Directors pairs, renovations, relocations and new structures for parish churches and other church ministries. 1988 - Pres Communities Services Center, San Rafael, Vice Chair of Board CA. Acquires and manages facilities for non-profit agencies iq Marin County, CA. 1996 - Pres Peace Lutheran Church, Mill Valley, CA. Chair, Social Min. · Provide services to poor and homeless of So. Marin. 1984 - 1992 Senior Access, San Anselmo, CA. Oper- Chair of Board ates facilities for poor, frail elderly and Alzheimers patients. Other: Age - 62 years. Married - Wife: Edie. 2 children. 3 grandchildren. Graduate - California State University at Los Angeles. Post graduate - Golden Gate University, San Francisco.