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HomeMy WebLinkAbout06122023 City Council Special Meeting City Manager Applications Seward City Council Agenda Packet SPECIAL MEETING Topic: Review City Manager Applications Monday, June 12, 2023 S:30 p.m. Council Chambers, City Hall All public is invited to attend. SPECIAL MEETING REQUEST Pursuant to Seward City Code 2.10.030 (2), this is to serve as the written notice calling a Special Council Meeting on Monday, June 12, 2023 at 5:30 p.m. for the purpose of Review the applications received by Human Resources for the City Manager position. Go into Executive Session to discuss individual candidates, per SCC 2.10.033 (E)(2) subjects that tend to prejudice the reputation and character of any person, provided the person may request a public discussion. Signed this 30th day of May, 2023. auwoc�" Sue McClure, Mayor Upon this request the City Clerk will give due and proper notice as required by SCC 2.10.032 (No business shall be transacted other than stated above) • SPECIAL MEETING NOTICE Pursuant to Seward City Code 2.10.030 (2), this is to serve as the written notice calling a City Council Special Meeting on Monday, June 12, 2023 at 5:30 p.m. for the purpose of: Review the applications received by Human Resources for the City Manager position. Go into Executive Session to discuss individual candidates, per SCC 2.10.033 (E)(2) subjects that tend to prejudice the reputation and character of any person, provided the person may request a public discussion. The meeting will commence in the City Council Chambers, City Hall, 410 Adams Street. ALL PUBLIC IS INVITED TO ATTEND. Posted: Monday, June 5, 2023 City Hall bulletin board U.S. Post Office Harbormaster's Building Seward Community Library Museum The City of Seward, Alaska City Council Special Meeting Monday, June 12, 2023 5:30 p.m. Council Chambers Sue McClure 1. CALL TO ORDER Mayor Term Expires 2025 2. PLEDGE OF ALLEGIANCE John Osenga 3. ROLL CALL Vice Mayor Term Expires 2024 4. CITIZEN COMMENTS ON ANY SUBJECT EXCEPT THOSE ITEMS SCHEDULED FOR PUBLIC HEARING Liz DeMoss [Those who have signed in will be given the first opportunity to speak. Time Council Member is limitedto 3 minutesper speaker and 36minutes total speaking time for this Term Expires 2023 agenda item.] 5. APPROVAL OF AGENDA AND CONSENT AGENDA Mike Calhoon [Approval of Consent Agenda passes all routine items indicated by asterisk Council Member (*). Consent Agenda items are not considered separately unless a council Term Expires 2024 member so requests. In the event ofsuch a request, the item is returned to the Regular Agenda] Randy Wells 6. NEW BUSINESS Council Member Term Expires 2025 A. Other New Business Kevin Finch 1. Review the applications received by Human Resources for the Council Member City Manager position. Term Expires 2025 7. CITIZEN COMMENTS Robert Barnwell Council Member g. COUNCIL AND ADMINISTRATION COMMENTS & Term Expires 2023 RESPONSES TO CITIZEN COMMENTS 9. EXECUTIVE SESSION Norm Regis A. Go into executive session to discuss individual Acting City Manager candidates,per SCC 2.10.033 (E)(2) subjects that tend to prejudice the reputation and character of any person, Kris Peck provided the person may request a public discussion. City Clerk 10. ADJOURNMENT Brooks Chandler City Attorney City of Seward, Alaska City Council Special Meeting Agenda June 12, 2023 Page 1 City Manager Applications Table of Contents Edgar Omegitjoak Blatchford. . . . . . . . . . . .Page 1 Kat Sorensen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..Page 11 Susana Stinnett. . . . . . . . . . . . . . . ..................Page 20 Samuel Sulkosky. . . . . . . . . . . . . . . . . . . . . . . . . . .Page 30 George Zoukee. . . . . . . . . . . . . . . . . . . . . . . . . . . ...Page 40 Note-Applications have been redacted to protect personal information Edgar Omegttjoak Blatchforda Ph.D. (r PERSONAL • Intellectually curious executive with a passion forthe entrepreneurial spirit who has successfully led several billion-dollar international corporations: known for strong leadership, adaptability, and an insatiable curio lty that enhance~ organizational growth. • Results-oriented strat ,_rist with over 25 years in public policy and managerial roles, adept at overseeing the execul ion of management plans across multi-divisional departments,. liaising effectively .with diver,, stakeholders, and managing budgets exceeding$100M. • Managed multiple $100-plus million departments and supervised hundreds of employees through division directors under two different Alaska governors. • Entrepreneur at heart. leveraging a small-town business background to create Alaska's largest weekly newspaper chair, while also providing visionary testimonies before committees of the United States Congress and the Alaska State Legislature. EDUCATION 2013 UNIVERSITY OF ALASKA FAIIRBANKS Fairbanks.AK Doctor of Philosoplhi-, PhD 2011 HARVARD UNIVERSITY Cambridge, MA Alusters vf'Ptthlic .4clrnini.s'lrcttirrTt. K071711(&Schewl ofC overnrncttl 2009 DARTMOUTH COLLEGE Hanover, NH hfus•ters ufArts in Liheral Studies. Wf)buli_alioll.Studies 1988 COLUMBIA UNIVERSITY New York, NY lfavers vfScience in.fournali.sm, Columbia Journalism School C1976. UNIVERSITY OF WASHINGTON Seattle, WA auris Doctor. Univer•sirY of Kashington School c?f'LaH- 1973 ALASKA METHODIST UNIVERSITY Anchorage, AK Bachelor of Arts EXPERIENCE 2021-present SHARING ALASKA, LLC Anchorage, AK Chief Research Officer • Spearheaded a comprehensive,data-driven approach at Sharing Alaska, successfully improving strategic decision-making, enhancing customer satisfaction,and contributing to 35%gro�0i in membership. Led a team of analysts to conduct market research, competitive analN sis,and customer behavior studies, generating actionable insights for business strate'ies. • Implemented innovative methodologies to track emerging trends, anticipate market shifts, and understand customer preferences in the global tourism landscape; resulted in improved product offerings. betler-targeted marketing campaigns, and a 20% increase in repeat business. Developed and maintained partnerships with external research agencies to enrich data sources and perspective. 1995-2021 UNIVERSITY OF ALASKA ANCHORAGE Term Associate Professor, Department of Alaska Native Studies(2021 present) • Advised rural and urban students on opportunities in Alaska. Associate Professor,Department of Journalism& Public Communications& Department of Alaska Native Studies(2006-2021) 1 • (►tltliliol mid led ;l lllfwh III lom-'e, heikkc,,II holh dcl',111111CIP, IM '111 clu,w Ii\c1,. • flfenl�ui•tl altd ,1,f\ I,tti ilulullt•II,t+l ,fUdclll, 1n,1 ei�ltt ip1t17,, .-1\\i.�7rntr Prr,1t'�\,�t, Drpur7ntr`rn n/.lurtratu/i\nr ,r 1'u!?fic (irnrntrrnicullrrn+ (1')'��-�[l(I(i) • tiu��c�,11111� latl`hi cl.l„�. ill �,lisin_�. rlct�-. urililt�'.- t}u',(I. rcl:ltit�n,. �rei�:Ini��i hllhlit relJll��n`,, .�1;I,kJ �\ i11A�' � .'11� �1.111,�i1�. rural 1„Ike",. '�l,l�b:l p��111[li:,. �Ullillltl111�;.11lt}n, I ;1\1. a11tp .luurnali,rn; ,Icti\,� In 11,1,ka N;ni\e i,�lle,. 2003-2005 STATL OF ALASKA Juneau. Ak Commis-shmer, Depuriment of (witi erce. (o m uni1r. and Ectmontic Development • Appointed b\ the (Io\ernur and ctlntirnled In the Alaska leLislature in ajoint session: managed dozens ofdclrlrtnlenis. limidreds of emplo\ees. • Maridued the cfcp, irtment 111)dCr.trict QLridelillcs ttf the state 011ice of'Managerllent and Bud-et on <l S 130 million, hud,et. • hffectkek cork,td \\ith the Ala,ka f)ele_,'ati011 un 1-tn'al and urban Issuc�,. \\hlch tncltlded cl'O,kill t'01111-ol. ecollt mik:de\elllpmem. foh creation. hull, fLiel need,. and ju,ticc. • Cbmmunlcated \\ith Llrhm ii1d rural hL1SIi1C,Se5 on the opportunities offered h\ the state go\erniilent: chaired lhr ,uh Cabinet 011 rurtli economic development. • Pro\ided recommendatillny it) the (imernor and the federal Secrelar\ of Commerce on the har\est allocation-, of'Norlh Pacific (kcal species(Pollock. haiihut. crab. roc kf1sh. ctc'.). 1999-2003 CITY OF SEWARD Sc\Nard. AK Mayor Elected h\ the peoplt: 01'`;c\\,Lrt1 to manage a tuu n of 3IWO resident;and a -S30M budget: successfllll\ promoted a diversified economic hn-c h\ expanding opportunities in sllip\ard rchair, tlShinl, tlluri,m. \or,lun l, al eduat1 co11- and transportation. • Developed advanced earthtluakc and tsunami \\arning evacuation plans. • promoted social justice arld economic opprntunities for rural citizen;. • Advanced c6 interest, heltlre local and state bodies. 1996-1999 SEWARD CITY COUNCI I. Vice-Manor E lected b\ callea`zlles a; the Vice-Mayor. • Presided over the council in the absence of the matior. • Advanced economic dc\clopmem >1rategic plans and i ill ple111ented natural disamer preparedness plan,. 1995-1995 UNIVERSITY OF ALASKA FAIRRANKS F airhanks- AK Visiting Professor, College of Rurul.91uska • Taught rural Alaskan; ahout the et:onoII& develnpmenf opporl Lill iIiie, in Alaska. • Worked \\ith adnlini,tr:llor, im a rural Alaskil aeellda sensitise to Nati\c,. 1991-1991 STATE. OF ALASKA JUrleatl. AK Commi\\inner, Department uJ(onruterce, Community, and Ecumarnlc Development • App limed hy the Governor :Intl conf need h\ the Alaska legisla(lrre in a joint setisiort: managed dozens of'departnlents. hundreds of employees- and created over I ON) Wh', iil rural Aki4a • �Ir�Cl�t' 1i1e >lliCt'„1 ill I ill ple111c111idi01l (If 111C (o111111LlilllV DC%Cl0j)1llell1 QLI01a (- DQ) I'ru r111t, h1u111,Ni11� a sell-su5tilillIll ' 11SIl ICS eConotm. for 11 eligible 2 comI III rliIic, \\itIIiIt �It rnilos 411,tI 1e Ile rinL" IC;I Co,'I"I. Ck1\erin L, all audience of27.000 \Il1,I-'e rq,.6,11 I'e,10elll•• - • �ICCrCd CC0110I111C -'ION%III A k1cal 11roiCCI ILIndim,. \\itII the I," ii1>CI \aloe e\CeedIIt,$260%1 and "011CritI ill L re: cllues of $�O(lm 11% 2001 cr at11142 signi llicant financial uplift in one [ll'the I'loorest area.,, in the I,nited States. • 1 ostered local de\elopillenl and 'kill Rro\\th_ re�ultin_= ill %f IOM spcnl nn 1,kaLl edllCati011, wild tl'iII in,-, hV 2001. CiMIribUUn''u, to a su,41,llnahlc, locally -ba,ed ec011oill\ . Aehic\cd art effwiwll ro\aIt\ di,11"ihlIIillll .I;II0W, .i\ ( I)QCClrporati011s b\ 2001. \\ith Pcod reeei\ill(-- "o. Pollock 82"lo. ()pillo crclh ;Ro iind Bll red kill,-, 4%), en,urilr eyuitahlc Ilenctill for all ,takell(1lclel"S. • Work ed a the Lead C'onnni„inner in the Succes1,1111 effort ofe,tmblishim, the ;Alaska ioh Corps Center in Palmer. Alaska. • I:ffe.ti\e[� \\arked \\ith the Alaska Congressional Delegation on rural and urban issues. \\hick included eru,ilm comtrol, cconomic de\elopment. joh creation. hulk fltel needs. and justice. 19A1_144i ALASKA NEWSPAPERS, INC. hnchoraye. Ail Prc.e•irk�nt • F'rntnded a \\eekl\ ne\\spaper chain \kith tilt purchase ol'l'he 'f undra Drums. • Negotiated the purchase of l he Valdez Vanguard (Valdez. Alaska) and The Cordo\a Times (Cordova. Alaska). Distributed in 8 cities to more than �0.000 residents. 1984-I991 THE SEWARD PHOENIX LOG Se\\ard. AK Publisher rutd Erlifor • Creatof and acti\e mice ofthe Alaska Nati\e/R1,11•al people \kith circulation of over 12.000. 1980-1991 CHUGACH ALASKA CORPORATION (CAC) Anchoraae. AK Chttiriuun ofthe Board • D1.16TIL' \car; in the late I'rR[I', to Ilse 1005. (-A( \\ent from IL„ than �Iu mill oil in &,Scl, and re\enue,Ir 0\e1 .I 1/1111011 dollar: in seafood hrocc>;illL. timber pruce,sinL. (1111 IC l l t(lnl"I,III .lull CU\ernment contracting. • Yestitied before Comsressional ConurlitleeS oll multiple oceasionS. • Lead board negotiator 01'the C111.11'aCh Nlliivcs Land Settlement Aoreenlent, resultim, in a 37().000-acre land settlement. V 2-M. and a 20-\•ear lease on the Katalla oil fields. • Sponsored entrepreneurial enterpri>c, in seafood processing and fffeSt Products. • OrLanized the Alaska Nati\e response-, to the I-:»on Valdez oil spill. • Represented the Alaska Federation of Native,, on the Alaska Land Use Council. VOLUNTEER 2009-Present DAR I'MOI1 TII COLLFGF Alumni Ambassador. Dartmouth College R TACK 201 1-Present 1 IARVARD I INIVI-:RSI I Y Alumni Ambassador. Kenned\ School 01 Go\er'lllllem 1986-199? ALASKA PACIFIC I INI%TW—,I I Y I rustee. AIlLI hoard of I ru,tec, 1082-198 ALASKA PACIFIC I INIVI"1RSI l 1 1'ornler I're,ideni. AI11 ' Bomd 11 llunmi 3 PUBLICATIONS 2013 UAF Dissertation:Alaska Native.' Claims Settlemew Act and the UnresolveclIvsues af' Profit Sharing, C'orpfwale Devnoev•ctc.i•. and the New Gezzeratitnis of Alaska Natives. 2009 The Unintended C onseque;we,s o the (LS. Congress anel Tire Alaska Native Claims Settlement Act. The DCMi,NC()l C'orluWate D4MwL rULT aV0 I he 7hrcat of Native Ownership ref1he Latul Base(Dartmouth College, 2009). 2005 Stute Forms Panel to Look,41 Fish Onota Pellbrtnance. Wesley Loy. Washington: Tribune Content Agency. LLC. Knight-Ridder/Tribune Business Ness,2005-05-03, p. 1. 2005 Testimony on Erosion and Climate Change. U.S. Senate Committee on Energy and Natural Resources, July 2005. 2001 Alaska Native Claims Settlement Act at 30. AMU/APU, Dec. 2001. 1999 Testimony, U.S. House of Representatives, Chugach Alaska Corporation,July 2& 1999. 1994 Working Together_for C'ommunilY Economic Development M Rztral Alaska, Park Ridge. American Economic Development Council Economic Development Review(Schillar Park, I L, 1994 Vol 12 (1) p. 41. 1991 Blatchford, Commissioner, Department of Community and Regional Affairs of Alaska v. Native Village of Noatak, et.al., 501 U.S. 775 (Supreme Court of the US 199 1). 1988 The Nova Ancora Project: Probationers Learning to Help Themselves(Columbia University, 1988). REFERENCES Hu.-h Short, Velda Miller Marilyn Alvarenga 4 Incorporating Myself Into the Seward Area ( Seward is home. There's no other place I call home. 1 follow local events and go to family gatherings as often as I can in my old hometown. I wish the best for local residents,just as my grandparents, parents, brother, sister, uncles and aunts and cousins who are buried in the local cemetery. I grew up in Seward, graduated from Seward High, returned to Seward after graduate school, served as mayor and ran the Mt. Marathon 23 times, including three times in the junior race. I never won, but I always felt I did okay. The best job i ever had was serving in local government. am familiar with the mayor-manager farm of government. I think I have a good understanding of what the delegates intended when they wrote the state's constitution. I did a paper on the subject when I was at the University of Washington. I served as a member of Governor Hickel's Cabinet as Commissioner of the Alaska Department of Community and Regional Affairs which was created as an advocate agency for the municipalities and the unorganized borough. My job was working with mayors, councils, assemblies and community associations. The threads that were common through all began with listening to the people. Every citizen in Seward is important to how city policies are created and how the services are performed. I will go to the chamber luncheons and do as my father did by visiting with long-time residents and lunching at the senior citizens center to find out what is happening and what's important to them and the rest of us. I will shop locally and check the mail in the same box number we've had for 63 years. As manager I will listen and work with city employees, especially the department heads. I will follow the intent of Council's actions on policies of governance that affect every resident and visitor in our tightly-connected community.The one thing I won't do is run the Mt. Marathon race again, but I will cheer for each and every contestant. I will work and try to earn the respect of those who look to the city to be fair, honest, and open on taxes, planning and zoning, plowing the streets, and promoting a just share of what we have for all. President Coolidge is believed to have coined the phrase that the business of America is business. And so it will be in Seward where it is the private sector that creates the wealth that allows for a small return, but big enough, to lend a helping hand to those in most need. If there is one thing I learned as a two-time member of the Governor's Cabinet it is that there are many who admire Seward's progress in becoming a city with a diversified economic base. My response was the same, good leadership and a vision shared by all of what Seward can become. We have it. Let's continue to listen. 5 References Hugh Short Velda Miller Marilyn Alvarenga 6 S jf Sevvard �� >CG : z2-4-407-3 Emplovrrient Application I'AR Personal Data Name B;a Telephone Fmall: If necessary, best ttirr)e !c, caf voi- a' r)omp Mav we contact vc, a, .-.,)r<l -q Are you a citizen of-,,)e 1-ni'eaSta--sorar ajif-n ir Ult: 1-il�ed State yes e 17 s Nc, k are you Is years '--'; age Cr elder Lt2 r -)0 you have a vaj:c� 4; LlCe'15F.' klres C. If Yes, State: Have you ever Deen ccr',ct-2a o:" a cirme in Lt-e 0-' 5ev--,, CC--3 1 7V No If yes, please de-scrin---.. i�i -ill ftne L-?isten-a c` ijr7 with the CO')': Are you capaNe of Qerfoming, v,Jf [:r essentla or --r,c- Ob N o for which you are appy:n.g' (Dc r IJ7,C; r :t the i'7 b a 5 L Pti-lin Have you ever filed ar) 2ppiicatic- veiih us bef If yes, please give.dates: Are you currently or have vou ever been empioveci I-)E, of SeA-ar,--' .7yes FINo - If yes, pleas-- Live P.)sjItcr. 'T�tle andr Are you available to work Full Time Pat S:3 ri'='I 7 Education and E perience �Odli r*TCIc t_in.V�rSr., -.'61f�'13145fT1 :,4: •.i,�C'5 ^.f�-e rtr,3 Bvsin�Ss,"fraGefTe_�'�i''=3I XdjWc any`orergr: uac s y:,'_ -an spea>, aa_ Language: 'cone ��0r1,Le Describe any spec all c`a --3in� j_er_;bce"4, _ _�-ICL a- diking, eadirzq. fcd,.-..iny Describe any job-related tra;ning received n/r3 List professional, trader U' .ic ac its .r, "nIC m.? C'rs`rF'' Xi Jr gender,national cr yi r,'sebi�'c o, =r e Anchorage Cnarlber c` b!,dr' J`!I'r4 fi:'.r_ .ilcl3•c S OCi.3�} �y _ t. r . - A' c' .D a- r cr ,o; t: s c �s4. h'�"h sl _nn-_.5•'tt'r word processing, i-preacsrl-2.et. l}arC3 a� sc dri ,7w-iei Lj3e�d. Excell. List types of electronic a a -r,i?[r'O•r: e-0j - Heavy equipment(retired fror'r I(JO& Lo,a 302 Summarize specla{ you FTSa feel would be helpfui ; ,SidFrir a,4 r '4. . Former COTrt1i5510r,ier n-:ham �,35<c G^c-C-3'tTec,t Gf CO M1I'lu'1 t; i-z: 4- -'r3 Affa r;c`i; °r;"Yln,L+?n.l'ISs OnC:I 0``i�-_, A' ,,l;�i i c:l.?.3 eDr Or d1e CO ye 8 Employment History — Start with rlcts� rc_-e c. Use additional pages if necessarx Employer Name. y—�-- �'atey of �mplo:r-,,.t ,•„� � ��__ Jniversay of 0.1aska A-- Phore: w - Address: Job Title: =nr a .; �a a•-. �eT assistant professr—r, ;3ti•.i.',..:._ }C�55;. .r.•+ i -- May we Contact u''> n CF7 -es — —� Cus ae3ns and a&S, .'i" 5upervw�r ���- 'ills Duties Reason for leavng. Ye'r•=mer' Employer Name: —Dates cmoioVrne Marl!r. a 'rear - -4 Governor of Alastia Phnnp- Ja^ s 3 J1,l-y 4fJ05 Imo--- _ - - --- - --- Address: Start]~.r_ Salary Per Job Title: _ yr i;n -- Cornmissioner, departmen-of Common: May We Con cad 5 rr,cver, r e, ` =; �• Governo- F r•' rkc�.sk, _ Title: c !=.:: Supervisor: - - Duties:A11 dubesprescrine,.hr ix,,,an.^,D;ner dutiraz�o _:;. i . .Orr.,. Reason for leaving: Resig e•° Employer Name: - Dates Employment- Mz)ntm :': Ycer - - -- GoveMr W.Hickei Phone: Address: Starirc SDlar,': SEE! — $73,7,-� Job Title: Ending Saiary: e'er Commissioner of the Alaska C7epamm•er�r a C.ornrruni^e anc Aff?r,�$�84,00(1 nriJd c th employe Maywe conta ., GUverno- HL Ga.erru _f Aaska Supervisor: Supertii_ar s Title: Duties:Alf dutees presmbec-)v law ana other elutes d rc rec ar:t,e j:,e nm Reason for leaving: E't��f ov5rno'�,rrm g 9 keferences Do not fist any (a rn e i,,oce: I game �Address', 3. (Adores-q) 7ea,s Knr--�-, CERTIFICATE OF APPLICANT • �,LJ71HOR- -FITIDN TO .!F-RIF, IMPORTANT: Please read before signing this application I HEREBY CERTIFY all of the information made on, or in connection with, this application is true and complete to the best of my knowledge and belief,and I have not knowingly withheld any fact or circumstance, I understand any misrepresentation or concealment of material fact will be sufficient grounds for rejection of application, removal frorr, eligible lists or discharge from employment. I understand consideration for employment in this position is contingent upon the results of a reference, and background check. I therefore authorize the City of Seward to investigate all statements made on my application for employment, and to discuss the results of its investigations with those responsible for hiring.I further authorize the City of Seward to contact my former employers and any persons to respond to questions pertaining to information on this application. Further, I release from liability such former employers or persons providing information to the C"of Seward. I understand the benefits, rules and policies of the City of Seward may be changes, modified,eliminated or added to at any time at the City of Seward's sole discretion and without prior notice. ray 29, 2G21 Employee Signature: Date. Print Name: Edgar 131au-h': r PLEASE NOTE: All applicants MUST be ably -.- -,L-LuSSfUll-y POSS a PrC-E'1'D,()'Vr,,e-'1-. dir-,c, ano crim nal background check. Please check your application to be sure you have filled it out completely. Read the application requirements on the Job Announcement to be sure you are including any additional material requested. Where did you first learn about this Job? A City Website Employer 0 Newspaper L -, rkencl Posted Job Announcement at �1 ether(spec ry; ,"3ae 10 Kat Sorensen May 12, 2023 City of Seward PO Box 167 Seward, AK 99664 Mayor McClure and members of the Seward City Council, Thank you for your consideration in reviewing my qualifications for the position of City Manager. In this application packet you will find a writing sample detailing my incorporation into the Seward community, my resume, a list of references, and the city of Seward application. I look forward to meeting with you further to discuss my experience with the Seward community, public administration and management, and my candidacy for this position. Sincerely; J�f Kat Sorensen 11 iKat Sorensen A writing sample of 500 words or less describing how the applicant will incorporate themselves into the Seward area, lifestyle, and the unique demographics of Seward, Alaska. Since moving to Seward, I've been lucky to be able to integrate myself into the community. I find excitement in the outdoors, exploring our trails across all seasons. I'm a member of several local organizations and have expanded my social circle. I've hosted events, bringing the community together to enjoy each other's company, and have been able to give back by serving on boards and volunteering my time. Staying active has been vital to my happiness as a Sewardite. I'm an avid runner and fisherman. I also love skiing and served on the Seward Nordic Ski Club Board of Directors as the Secretary I've been active in the community by hosting events From 2019 to 2022, 1 hosted five Seward Stories, a live storytelling event that brought locals together to share and to learn a little bit more about each other. As a member of the Rotary,the Seward State Parks Advisory Board and the Providence Seward Advisory Council I stay engaged with some of the great work going on to keep our town happy and healthy. I've also found professional satisfaction and success in Seward as the Executive Director of the Chamber of Commerce in a position that connects me to a variety of people including small business owners, non-profit leaders, and elected officials. I've already built a wonderful life in Seward but am excited to explore new ways to integrate myself further into the community as the city manager. In the position, I would become fully immersed in the city's operations from the other side of the dais. While I have participated in my fair share of city council meetings as a community member, a reporter, and a representative of the Chamber, being engaged and living in a city does not make you an expert on how it is run. I know how important it is to be well versed in the intricacies and specifics of the city's budget, its operation, and staff. In the years to come, I would incorporate myself further through civil service as the city manager and serve with efficacy and care for the betterment of the community-at-large. Living in Seward is not without its challenges, but beyond our long stretches of bad weather and short winter days,there is no issue that cannot be solved at a local level with the expertise, dedication, and excitement of those who live here. It is also important for me to continue my involvement in local activities and events both large and small. I'll still toe the line for the Mount Marathon Race and practice my swing for softball. I'd still wave at recognizable passing cars while running downtown and enjoy catching up with my neighbors in line at the post office. I love living in Seward, even with all the nuances and intricacies of our unique town. As city manager, I would integrate myself into the community by becoming an even stronger advocate for my city. 12 Kat Sorensen EDUCATION Master of Public Administration University of Alaska Southeast,Expected Graduation Dec.2023 Bachelor of Science,Communications Boston University,Graduated 2014 Magnum Cum Laude PROFESSIONAL EXPERIENCE Executive Director November 2021 to Present Seward Chamber of Commerce Seward Alaska • Develop and execute programs and activities to maximize the mission of the Seward Chamber of Commerce and accomplish the Chamber's short-term and long-range strategic goals • Supervises a staff of full-time and seasonal employees and guides the team in developing programs and organizational plans including new marketing strategies and membership benefits • Oversee and manage the city of Seward's marketing contract budget to include the development of high level strategies,the publication of three distinct informational guides,all public relations,and creation of other content as needed including print,video,web,social media,and mukimedia • Organize and oversee the Chamber's two signature events,the Mount Marathon Race and the Seward Silver Salmon Derby which draw thousands of participants and act as economic drivers for the city of Seward Support economic growth and development efforts for the city of Seward and its workforce . Provide timely and informative reports to the Seward Chamber Board of Directors,city of Seward,the Seward Port of Commerce and Advisory Board,and the Seward Chamber of Commerce membership Establish and maintain a positive working relationship with community leaders,public and governmental officials,and private and public entities, Serve as the organization's spokesperson in various settings including public address to professional and civic organizations and interviews with media and news outlets . Seeks and executes federal,state,and local grant opportunities to bring in funding for ongoing Chamber projects . Oversee the finances of the organization,including implementation of the nearly$800,000 a year operating budget,and overseeing all revenue generating sources • Managed the installation of Seward's first high speed electric vehicle charging station and fulfills all grant reporting requirements with the Alaska Energy Authority • Awarded Alaska State Chamber of Commerce of the Year in November of 2022 Communications Director March 2020 to November 2021 Seward Chamber of Commerce Seward,Alaska • Initiated,developed,established and maintained a multi-year strategic,comprehensive marketing plan to effectively promote Seward and economic development projects to audiences nationally and internationally that highlight visitor experiences such as fresh and saltwater fishing,kayaking,hiking,and general leisure. • Managed a complete redesign,editorial overhaul,and website launch,and maintained a strong and engaging web presence that consistently brought in high page views and session durations • Planned direct and indirect social media outreach to potential visitors and oversaw all social media programs and content development • Ensured that all websites and social media are timely,accurate,and provide helpful information on desktop and mobile platforms and utilize metrics such as average time spent on site,bounce rates,and views to measure the success and adjust accordingly • Wrote and facilitated grants for projects to benefit Seward,including a$180,000 marketing grant used for ad campaigns and social media projects in the audio,visual,and digital space. . Provided support as needed during busier season 13 Managed several contractors to insure timely completion of marketing and media projects • Monitored trends,social media,and press releases to insure that the Seward Chamber of Commerce was ahead of controversial topics and maintained a strong brand,especially during the COVID-19 pandemic in regards to travel bans throughout the world • Communicated news and updates from the Seward Chamber of Commerce and the city of Seward to different outlets through interviews and news releases • Coordinated press trips,familiarization tours, and general visits with marketing firms,congressional delegates, and other representatives Operations Manager September 2018 to September 2020 Orce island Cabins Seward,Alaska • Managed the daily operations of eight remote cabins in Humpy Cove including hiring and management of staff, creating daily ship manifests,anticipating client needs and maintaining the online booking system • Created engaging content on social media to increase brand awareness and bookings and maintained a large social media following and strong web presence Increased seasonal occupancy rate by 15 percent through marketing and promotion • Responded to daily phone calls,emails and inquiries related to staying at Orca Island Cabins outside of normal business hours Scheduled,planned,and organized special events including weddings and open hours Navigated the impacts of the COVID-19 pandemic despite it's large impact on the tourism industry Maintained strong relationships with other local tour and accommodation providers Beat Reporter January 2017 to May 2018 Peninsula Clarion Kenai,Alaska • Reported on the Kenai Peninsula with a focus on fisheries,education,and the city of Soldotna Maintained relationships with local officials and state representatives to ensure strong and accurate reporting . Attended and reported on municipal meetings at all levels including local city council,borough board of education,and issues pertaining to the Kenai Peninsula in the state legislature • Designed the daily layout of the newspaper using Adobe InDesign Stepped into role of editor-in-chief when needed which included managing the newsroom team,daily editing of stories and long-term planning Operations and Retail Manager October 2015 to January 2017 Local 130 Seafood Asbury Park,NJ Created a brand for a start-up local seafood retailer that included font types,color schemes,and tone for all marketing materials and oversaw the creation and growth of all social media platforms • Hired and managed staff for the retail storefront and weekend farmers'market stands . Acquired proper permitting and licensing,including NAACP certification,in order to abide by health code standards at farmers'market stands and in opening a full-time retail storefront Oversaw the accounting of a growing business through Quickbooks,including accounts payable,receivable and daily invoicing for wholesale products • Maintained strong relationships with local fishermen and cooperative docks Processed a broad selection of locally caught seafood for both commercial and retail purchase VOLUNTEER ACTIVITIES PERSONAL PROJECTS Seward Rotary Club Seward Stories 2018-2022 Member since 2022 Organized,marketed,and hosted 5 storytelling events Seward State Parks Citizen Advisory Board for the Seward community to exchange stories. Member since 2021 Seward Sun 2018-2020 Providence Seward Advisory Council Created and managed an online news source for the Member since 2021 Seward Community to access information Seward Nordic Ski Club Board of Directors Tangled Up In Blue 2016-2022 Member from 2020 to 2023 Wrote over 100 biweekly column for the Peninsula Secretary from 2021. to 2023 Clarion on,the topics of recreation,outdoors,and life 14 Kat Sorensen REFERENCES Christy Terry Tim Dillon Jena Petersen Kathy DiLorenzo 15 P.O Box 167 Seward,AK 99664 City of Seward (907) 224-4074 Employment Application HROcftotseward.not f Note:Application most be completed. Resumes may not be substituted. rt City Manager 05112J2023 Position(s)applied for: Today's Date: EgMonal Data Sorensen Kathleen E Name: Last First M.I. Mailing Address: Street City state zip Telephone Numbers: Home Work Message Email: If necessary, best time to call you at home is: Any May we contact you at work? FlYes 00 Are you a citizen of the United States or an alien authorized to work in the United States? (proof of Rhs F�No Citizenship or immigration status will be required upon employment,) Are you 18 years of age or older? Ves No Do you have a valid Driver's License? Fi—/�es F-1No If Yes, State:4aska Have you ever been convicted of a crime in the last seven(7)years? Yes allo If yes, please describe in full (the existence of a criminal record is not a absolute bar to employement with the City): Are you capable of performing, with or without reasonable accomodation, the essential duties of the job E esONo for which you are applying?(Do not answer unless you have read the job description.) Have you ever Filed an application with us before? ❑Yes ✓❑No If yes, please give dates: Are you currently or have you ever been employed with the City of Seward? llYesENo If yes, please give Position Title and Dates: Are you available to work: ® Full Time [l Part Time ❑Temporary ❑Seasonal Page 1 16 Education and Experience Name& Location Course of Study_ Years Completed Diploma or p ree CHigh School Wall Hi gh School-Wall, NJ Coll e s Boston University Communications 2014 B.S. University of Alaska: Southest Public Administration 2023(expected) M.RA Bu siness/Trade;Technical Indicate any foreign languages you can speak, read, and/or write Language: ❑Speak ❑Read ❑Write Describe any specialized training, apprenticeship, skills and extra-curricular activities: Insitute of organizational Management Yr 1, Hazard Analysis and Critical Control Points(HACCP)Certification Describe any job-related training received in the United States Military: N/A st professional, trade, business or civic activities and offices held. (You may exclude memberships which would reveal race, color,religion, gender,national origin, disabilities or other protected status.) Seward Rotary Club member,Seward State Parks CM2.en Advisory Board member,Providence Seward Advisory Council member,Seward Nordic Sk Club Board of Directors secretary and member Word processing, spreadsheet, database and other software programs you have used: Microsoft Suite including Office and Excel,Adobe Suite including Inbesign and Photoshop,Simpleview Client Relationship Management and Content Management System software,Wordpress, Google Drive,and more. List types of electronic and mechanical equipment or machinery you are qualified to operate and/or repair: N/A Summarize special job-related skills, qualifications or additional information acquired from employment or other experience you may feel would be helpful in considering your application: I have developed a strong knowledge and understanding of administrative management and budgeting through my current position and my work towards my Masters in Public Administration, I also have local knowledge of the city of Seward municipal government and the current projects and programs that are priorities to the city. Page 2 17 EmRlovment History—Start with most Mont. Use AdditiQnal RMM W McMiiv Employer Name: Dates of Employment- Month&Year Seward Chamber of Commerce Phnna• From: To: November 2021 Present Addn-cv Starting Salary: Per: i obde&ter Ending Salary: Per: May we contact this em o r? Yesl I No Board of Directors Board of Directors Supervisor: SupgrvisoKs Title.- Duties: strategic planning, membership and community relations, financial revenue management,and human resources N/A Reason for leaving: Employer Name: Dates of Employment- Month&Year Seward Chamber of Commerce Phone: Mauch 2020 November 2021 Address: Starting Salary: Per: Job Title: Ending Salary: Per: Communications Director May we contact this employer? Yes ✓J No Jason Sickiing Executive Director -supervisor: Supervisor's Tide: Initiated,developed,and established a multi-year strategic,comprehensive marketing plan to effectively promote Seward Duties: and a variety of economic development projects to audiences nationally and internationally.Acted as the spokesperson for the Seward Chamber and the city of Seward in situations where appropriate. Promoted to Executive Director Reason for leaving: Employer Name: Dates of Employment-Month &Year Orca Island Cabins phone: From: To: September 2018 September 2020 Address: Starting Salary: Per: Job Title: Ending Salary: Per: Operations Manager May we contact this employer? Yes1V1 N Susan&Dennis Swiderski Owners Supervisor: Supervisor's Title: Managed the daily operations of eight remote cabins in Humpy Cove including the hiring and management of staff, Duties: creation of daily ship managements,anticipating and responding to customer needs,and being available to answer and respond to phone inquiries outside of normal business hours. Accepted job at the Seward Chamber of Commerce Reason for leaving: Page 3 18 References Do not list any family members Tim Dillon 1. L—) (Name) (Phone #) 7 (Address) (Years known) Christy Terry (Name) (Phone #) 4 (Address) (Years Known) Jena Petersen 3. (� (Name) (Phone #) 3 (Address) (Years Known) CERTIFICATE OF APPLICANT AND AUTHORIZATION TO VERIFY INFORMATION IMPORTANT: Please read before signing this application I HEREBY CEERTIFY all of the information made on,or in connection with,this application is true and complete to the best of my knowledge and belief,and I have not knowingly withheld any fact or circumstance.I understand any misrepresentation or concealment of material fact will be sufficient grounds for rejection of application, removal from ligible lists or discharge from employment.I understand consideration for employment in this position is contingent .upon the results of a reference,and background check.I therefore authorize the City of Seward to investigate all statements made on my application for employment and to discuss the results of its investigations with those responsible for hiring.I further authorize the City of Seward to contact my former employers and any persons to respond to questions pertaining to information on this application.Further,I release from liability such former employers or persons providing information to the City of Seward.I understand the benefrts, rules and policies of the City of Seward may be changes,modified,eliminated or added to at any time at the City of Seward's sole discretion and without prior notice. / 05/12/2023 Employee Signature: / i F'�1 Date; Kathleen Sorensen Print Name: PLEASE NOTE: All applicants MUST be able to successfully pass a pre-employment drug test and criminal background check. Please check your application to be sure you have filled it out completely. Read the application requirements on the Sob Announcement to be sure you are including any additional material requested. Where did you first learn about this job? ®City Website ❑ City Employee ®Newspaper ❑ Friend Posted Job Announcement at ❑ Other(specify) Page 4 19 May 22, 2023 From: Susana Stinnett To: City Council City of Seward, Alaska 410 Adams Street Seward, Alaska 99664 Dear Mayor McClure and City Council Members, I write in response to the writing sample requirement on how I will incorporate myself into the Seward area, lifestyle, and the unique demographics of Seward, Alaska. Incorporating myself into everything about Seward, Alaska will be a natural process for me. First, I acknowledge that as a City Manager, I am a public servant and will serve the public in their best interest by enforcing and complying with city ordinances and the City Council's directives and priorities l am entrusted with. Second, I am an advocate for an open-door policy to welcome and listen to what the public brings to our attention as leaders. Third, my background as an Alaskan resident for thirty plus (30+) years, my experiences serving the public for eight(8) years, embracing the Alaskan lifestyle of enjoying outdoor activities surrounded by the natural beauty of the Alaskan wilderness, prepares me to adapt and incorporate myself naturally into the Seward area, lifestyle, and unique demographics. In Alaska, I have lived in Anchorage as well as in remote communities in Western Alaska. My experiences in urban and rural lifestyle gives me the flexibility in adjusting and adapting to different community settings, amenities or the lack thereof, diverse cultures, values, and lifestyle. Furthermore, I have collaborated with the local Tribal and Native Corporation Leaders in serving the public. I also worked with State and Federal agencies in implementing and managing projects and built positive working relationships with vendors as well as city employees. Thank you for the opportunity to present to you how I could fit right in as a leader and community member of the City of Seward. I am looking forward to your consideration for an interview for you to know more about how 1 could potentially contribute to achieving results for the community. Sincerely, usana Stinnett 9n 1. SUSANA V. STINNIM Applicant City Manager- City of Seward, Alaska Contact Information: Qualifications: Six (6) years of management experience in local government. a Five (5) years of management experience in banking. Engaged in providing excellent services to the public. • Grants management experience. a Dedicated to community Improvements and project completion. a Ability to lead and work well with others. a Bachelor of Arks in Business Administration, Major in Public Administration. a Masters in Public Administration-Student Professional Experiences: Assistant Finance Director July 2021 - City of Dillingham December 2022 As an Assistant Finance Director, assisted the Finance Director with staff recruitment and training, reviewed bi-weekly payables, payroll, and receivables prepared by the account technicians for final processing. Balanced daily sales receipts and deposited collected funds to the bank. Assisted in reconciling bank statements. Maintained grant files. Submitted progress reports to Federal, State, and local grantor agencies. Assisted the Finance Director as directed and served as acting Finance Director during the Director's absence- � t ( SUSANA V. STINNDT Applicant City Manager- City of Seward, Alaska City Manager City of Una(akleet September 2019- March 2020 City of Saint Mary's January 2012 — March 2016 As the Chief Administrative Officer in a Council-Manager form of government, managed city operations in providing public services to residents in the community, Implementing city ordinances and resolutions passed by the City Council as well as directives by the City Council. Led and worked with department heads and administration staff to ensure effective and responsive delivery of services. Prepared the city's annual budget with the help of the Finance Director for the City Council's approval. Managed all grant projects. Worked with the Federal, State, and local funding agencies in implementing, reporting, and closing of grant projects. Maintained and improved services provided to the public by leading and building a city team that Is engaged and motivated in performing their duties and responsibilities. Collaborated with city leaders,tribal leaders,corporation leaders, and city employees in serving the public. Partnered with businesses and welcomed guests. Prepared for annual audit and worked with auditors during the audit. Performed all other duties necessary to perform the duties and responsibilities effectively and efficiently as a leader, listening, and responding to residents' concerns, suggestions, and all other duties as assigned by the City Council. City Clerk/ Bookkeeper/Grant Project Manager July 2009- Nov 2011 City of Alakanuk Prepared meeting packets, attended City Council meetings, and took minutes. Maintained city records, and processed payroll, payables, and receivables. Implemented, reported, and closed grant projects with FEMA, the funding agency for road restoration and water/sewer realignment projects. Served and assisted residents over the phone and in the office. 2 Susana V. Stinnett Applicant City Manager-City of Seward, Alaska Assistant Branch Manager February 1993- November 2008 Teller, Branch Supervisor AiaskaUSA FCU Coached, led, and motivated branch employees in serving Credit Union members. secured branch assets and followed procedures to ensure safety In the branch for employees as well as members and guests. Coordinated with the Branch Manager on personnel functions, training, and policy compliance. Assumed responsibilities for the branch In the absence of the Branch Manager. Worked with internal audits and yearly surprise audits by outside auditors in compliance with Federal Banking Regulations. 1 3 Susana Stinnett References: William "Bill" Alstrom- Everett and Petra Cupino- Junie Jackson- Andy Journey- P.0 Box 167 City of Seward 907)r2244-4A74 HROc[Woifsewra rd.net Employment Application Nate.'Rpplrrabfon mtcst,be axnp/etad.Resumes may neat be sv&,W -d Positions)applied for: City Manager Today's Date: May 22.2023 I Didal Name: Stinnett Susana V. Last F71-vt M.I. Mailing Address . street dty State zip Telephone Numbers: none none Home Work I~1ecge Email:It necessary, best tune to tall you at home Is: Ceil phone, Anytime May we contact you at wor€c? Yes o Are you a citizen of the United States or an alien authorized to work in the United States?(procfaf �t'es ❑,No Citizenship or immlgradon states will be required upon employment.) Are you 18 years of age or older? W'es No Do you have a valld Driver's License? Fv--t es❑No If Yes,State; Have you ever been convicted of a crime in the last seven(7)years? Des No If yes, please describe In full(the existence of a criminal record is not a absolute bar to employemenC with the City): Are you capable of performing,with or without reasonable accomodation,the essential duties of the job E�es[:]No for which you are applying?(Do not answer unless you have read the job description.) Have you ever flied an application with us before? Ekes[]No If yes,please give dates: Exact date unknown ablaut five(6)years ago For City Manager as well as for Assistant City Manager Are you currently or have you ever been employed with the City of Seward? llYesFl/�No If yes,please give Position Title and Dates: Are you available to work: ®Full Time 0 Part Time ❑Temporary ®Seasonal Page 1 Eduo§ n and Exadence Name&Location Course of Study Years Completed di lama or D ree Hi h SchoolUrdaneta, Pa non,Phil" pines College Preparation 1973 Diploma Col S Western International University Associate of Arts In Business 2007 Degree University of Phoenix Bachelor of Aits In Bushtessss 2010 Degree Univzrsity of Phoenix Masters Pr ram,Public Admin 3 classes to complete B rsiness/TradeJTechnicaf Indicate any foreign languages you can speak,read, and/or write Language: Tagalog&Ilocano,Philippine Language&Rfalect Q Speak Q Read 0 Write Describe any specialized training, apprenticeship, skilis and extra-curricular activities: None Describe any job-related training received In the united States Military: None ( ist professional,trade, business or civic activities and offices held. (You may exclude memberships which would revel race,color,religion, gender, national origin,disabilities or otter protected status.) Notary Public Realtor-Licensed Real Estate Salesperson Word processing,spreadsheet, database and other software programs you have used: Microsoft Office Word,Excel, Power Point,Outlook,Teams,and Zoom.Accounting software Quickbooks and Accul'und. 1st types of electronic and mechanical equipment or machinery you are qualified to operate and/or repair: None Summarize special job-related skills, qualifications or additional information acquired from employment or other experience you may feel would be helpful in considering your application: in addition to City Management experience, I gravitate towards the bugger outlook for community improvements such as building renovations, land acquisition for housing and community activities,grant funding,negotiation and cvnh attng with businesses,and especially engaging ( city ernpkyees as well as resident;with activities that contributes to building positive workplace and social culture. page 2 Employment History--Start wRb m0A recent, Use addldonal nacres Ff necessary Employer Name: Dates of Employment-Month&Year City of Dillingham Phone: From: To: July 2021 December 2022 Address: Starting Salary: Per. $70,720 Annually Job Title: Ending Salary: Per: Assistant Finance Director $82,160 Annually May we contact this employer? Yes I✓ No Supervisor: Anita Fuller Supervisor's Title: Finances Director Duties: As an Assistant Finance Director,assisted the Finance Director with staff recruitment and training, reviewed bi-weekly payabies, payroll, and receivables prepared by the account technicians for final processing. Balanced daily sales receipts,deposited collected funds to the bank, assisted In reconciling bank statements and served as acting Finance Director when director is absent. Reason for leaving: Unresolved utility conditions in the Apartment,Desire to serve In a challenging Citywide leadership role. Employer Name: Dates of Employment-Month&Year City of Unalakleet Phone: From: To: September 2019 February 2020 Address, T Starting Salary: Per: - #65,000 Annually Job Title: Ending Salary: /`r Per: City Manager $8 S0 C)Q(� AnnualIy May we contact this ern I er? Yes V No Supervisor: City Councl Supervisor's Title: Duties:As the Chief Administrative Officer in a Goundi-Manager form of government,served the public by managing city operations under the guidance and compliance of city ordinances and Implementing directives and priorities by the City Council.Led and worked with department heads to ensure effective and efficient services provided to residents.Managed grant projects and submitted reports to funding agencies. Reason far leaving: Personal reasons(domestic). Employer Name: Dates of Employment-Month&Year City of saint Marys Phone: From.: To: January 2012 March 2016 Address- Starting Salary: Per: $65,000 Annually Jab Tale. Ending Salary: Per. City Manages $Bt;m Annually May we contact this employer? Yes ✓ N Supervisor: City Council Supervisor's Title: Dudes,As City Mariager,served the public in managing city operations,guided and compiled with city ordinances and Implemented directives and priorities by the City Council. Created and engaged dty team in effective and efi5dent delivery of pubk services.Collaborated we'th Internal and external leaders In maintaining and improving the publics health and safety,econom6c,and social conditions in the community. Reason for leaving: Manage own business and continue pursuing Masters in Public Administration. Page 3 27 --- References " "}o not list any family members 3.. William'Bill"A1suom ( ) (Name) (Phone#) Four(4)years (Address) (Years Known) Everett&Petra Cupino (Name) (Phone#) Ten(10)years (Address) (Years Known) ]unie)acksDn 3. l ) (Name) (Phone#) Thirty(30)years (Address) (Years Known) CERTIFICATE OF APPLICAPiT AND AUTHORIZATION TO VERIFY INFORMATION IMPORTANT:Please read before signing this application I HERESY CERTIFY all of the information made on,or In connection with,this application is true and complete to the best of my knowledge and belief,and I have not knowingly withheld any fact or circumstance.I understand any misrepresentation or concealment of material fact will be sufficient grounds for rejection of application,removal from Aigible lists or discharge from employment.I understand consideration for employment in this position is contingent upon the results of a reference,and background check. I therefore authorize the City of Seward to Investigate all statements made on my application for employment,and to discuss the results of its investigations with those responsible for hiring.I further authorize the City of Seward to contact my former employers and any persons to respond to questions pertaining to information on this application.Further,I release from liability such former employers or persons providing information to the City of Seward.I understand the benefits,rules and policies of the City of Seward may be changes,modified,eliminated or added to at any time at the City of Seward`s sole discretion and without prior notice. Employee Signat+ire:, --- — Date: ark Susan V.Stinnett Print Name: PLEASE NOTE: All applicants MUST be able to successfully pass a pre-employment drug test and criminal background check. Please check your application to be sure you have filled it out completely.head the application requirements on the Job Announcement to be sure you are including any additional material requested. Where did you first learn about this job? ❑city Website ❑ Oty Employee ❑Newspaper ❑ Friend �]Posted lob Announcement at wed(specify)fy) Llnkadin Page 4 28 --- — -- -- a rl rot CITY r =- 29 ti,imiicl I `+ti'il. «Ir�, (.l'\[. flit 1 May 19.2023 Attention City Council This is to address the City Manager pt}srtic}n far the C'il� r}t Seward as posted on the AMI_ %%ebsite.V4 rth 17 years ofCAO C1_0 experience in Municipal_County and State Go�crnmenls, I would be a valuable asset to the Ctly of Seward. Municipal 141ana>;er lExperience—2007-2009 and 2013 -2021 I served as the Borough Manager Secretary' Trea�ilrcr, Opcn Records Officer, Pension Adminiarator and HIPAA Officer for the Borough of Kivanning During my tenure �i:, h:i;ta m:i`, Borough Manager, I k�a�able to secure$3.1 million in grants for Kittanning Borough. I was in the process if Inrujern;r;n every function in the mirnrclpal government via a STMP Planning and Implementation Grant Phase ? ant I�ririr�' nip rcna.ire a.� Mount Joy Borough Manager.the Borough had or will realize over$59 million for economic dctiel ipmen{ and infrastructure improvements.The economic detielapmenl initiatives produced approximately 125 job,,once thc,, \\crc completed. On October 21, 2019.the Borough, PcnnDOT and AMTRAK held a ribbon cutting ceremony for the c_,nstructtd S32 million Mount Joy Train Station that provide,, AMTRAK passenger service on the Keystone(urn i I he Borough had adopted an Elected Officials Code of Conduct, developed an investment policy, and implemented Ir r i _=owernment reforms that have resulted in $1,256 million in reduced costs and enhanced revenues including over$700.001) in group health insurance cast reductions. I also managed the Borough's emergency response to a I,000-year flood r4.:nt on August 31.2018,where we received over 10 inches of rain in less than 4 hours. During this natural disaster,the Borori,�f. assisted 195 property owners with PEMA Individual Loss Assessment Forms with more than $3 million in flood damage. I was responsible for developing the idea for the Borough in the creation of the Mount Joy Community Foundation (a 501(C)(3)organization), which is in the process of developing a year-round community recreational/aquatic facility. 1 I: e: ?hc ongoing effort to upgrade the current municipal administrative and police department building at an esum .:,a cost of$5 million.During my tenure in Mount Joy, I helped secure for the Borough approximately $9.24 million in graili� Under Act 36 of 2020, I secured access for up to$7,99 million in RACP Grants for these two community projects including$2.483 for the municipal complex and$5.5 million for the recrea:ional,aquatic center Over the past six rear;. I secured grant funding totaling about$12.9 million. In previous Borough Mona;,:r position(s),I managed 65 FTTT employees.a$14 million combined budget,two unions and numerous boards. commis,;, .ns, and a municipal authority. I supervised or had oversight of four major concurrent construction projects value:; at$17.4 million including the Veteran's 1tlemoriai Bridge Relighting Project,the Route 441 Relocation Project,the Iron%ilie Pike Safe Routes to School Project and the Northwest River Trail Sep ices Building Project. I was the lead negotiator of an ADHOC Committee concerning the$22 million sale of the Borough's 3.800 customer sewer system. I managed the Borough's efforts in adopting an lutergovernmental Cooperation Agreement with Lancaster County Solid Waste Management Authority and Susquehanna Resource Management Complex,(formerly the Harrisburg incinerator),which resulted in a waste-to-energy(WTE)facility in a deal valued at more than $I 30 million. County Government Experience—2000-2005 I served as one of the primary financial officers(CFO) in County government as a County Business Manager and County Auditor. 1 was responsible for transforming the County's accounting system from a semi-manual cash basis to a fully computerized modified accrual basis which would meet all applicable GASB regulations. I served as the CFO, chief budget and purchasing officer for the county. I worked successfully on numerous initiatives with the Board of County Commissioners, 18 department heads and elected county row officers. With 17 years of e,hPriz-nce in Municipal, County and State Governments, I have a proven record of accomplishments in improving the loccll o nunity. I have earned my PA State Association of Borough Certified Borough Official (CBO) certification. I ha\c L1,E, o:npleted NIMS certification in NIMS 100, 200 and 700. On November 13,2018,I graduated from Millersville University of Pennsylvania with a Graduate Certification as a Certified Public Manager(CPM). I look forward to meeting with the City Council to discuss the position of City Manager. Sincerely. �awrucG�F sm&f4 Samuel F. Sulkosky. CPM, CBO n,c, Salim 1,"Vit'.tialrlr 30 Samuel Sulkosky My early focus during the first 3 months would be to get informed and up to speed on everything that is going on within the City of Seward internally and externally. As part of this getting informed process would be to do a meet, greet and listening tour. This would involve getting to meet every municipal elected official individually and, in a group, every employee of the borough, and professional consultants. I would also get in front of every civic group such as Rotary Club, Legion, and Chamber of Commerce. I would also meet with State Legislators, officials from neighboring cities and boroughs, local school administrations and utility organizations. I would expect to have discussions with the Homer Electric Association and Chugach Electrical in order to better understand the purchase even though the voters did not approve of the sale of Seward Electric. Internally, I would check all financial information such as bank accounts, budgetary YTD reports, most recent audit, audits of civic groups funded by the City such as Fire Department, Library and any other municipal funded entity. I would bring myself up to speed on all current and pending projects involving the City. Since the 2023 Budget would be coming up soon, i would get the budget calendar finalized and start setting up budget meetings with each department, consultants and governing board. During my listening tour, I would keep an ear open for good ideas on new projects that could have a potentially positive effect on the City and region. Externally, I would meet with business groups, chamber of commerce, civic groups, citizen groups, and interested third parties in order to identify potential problems and possible unique opportunities to make a positive difference within the community. A good manager develops good ideas but even more importantly, adopts good ideas from whatever source and makes that good idea their own. I also believe that it is important to manage public relations and constantly express positive information and echo that positive information. The good public relations can build momentum and will build upon itself thus creating addition positive good news. This momentum building is especially true with economic development. By the end of the first six months, I expect that I would have a good handle on staffing and staffing abilities. In the past I have done employee performance reviews which would dictate wage increases. This would also help with staff training and continuing education. From 6 to 12 months, I would be developing new projects, searching, and securing grant funding for those new projects. in my current position, I have applied for and/or secured over $2.9 million in grant funding within the first 12 months. During this period, i would be aggressively looking to update any municipal process that can be done more effectively, efficiently, and at a lower cost. 31 Samuel F. Sulkosky, CPM CBO ,PA 16201 Employment 117/2021 —02/2023 Kittanning Borough Kittanning, Experience: Borough Manager/Secretary/Treasurer/Open Records Officer(Pension Administrator iManaged the daily administrative and business affairs tk-)r the Borough of Kittanning,PA.This included supervision of administrative staff. public works, parks, code enforcement,grant administration.economic development,planning commission and numerous Borough boards I represented the Borough with respect to relations with focal civic organizations,the business community, vendors, taxpayers. neighboring municipal governments and county, state,and federal governments. I was successful in securing and being awarded$3.1 million in grants within 18 months. I was modernizing every function and department within the Borough through a DCED STMP Implementation Grant. Note: The Borough I✓lanag,er position was chminated by the Borough Council effective 2'17/2023, 10/2016—10/2020 Mount Joy Borough Mount Joy, PA 17552 Borough Manager/Secretary/Treasurer/Open Records Officer/Pension Administrator Managed the daily administrative and business affairs for the Borough of Mount Joy,PA.This included supervision of administrative staff, public works, parks, code enforcement,planning commission and numerous Borough boards. I represented the Borough with respect to relations with local civic organizations,the business community,vendors, taxpayers,neighboring municipal governments and county,state,and federal governments.During my tenure,the Borough has undergone a$32 million construction of a new Amtrak Train Station. attracted nearly$25 million in economic development with more than 125 new jobs,applied for and/or recce�n.i o%er$9.24 million in grants,and realized costs savings and revenue enhancements of over$1.256 .i''iWr during 2018-19 in lower group health insurance premiums, reduced electricity costs of 22%and increased interest retums. Participated in new police union contract,reapportionment of Borough Wards and new investment policy The Borough's Newsletter and Website was recognized by the PSAB on 6/1 1/2019 as 42 in category for the entire State. 04/2013—1212014 Columbia Borough Columbia, PA 17-512 Borough Manager/Secretary/Treasurer/Deputy Tax Collector Managed the daily operations of a municipal govemment which has an annual combined budget of S14 2 million with 65 PT/FT employees. I managed multiple public works projects valued at$25 million. My management included all boards,commissions, authorities, and agencies. I supervised public works,code enforcement,highway,wastewater, finance/accounting.tax collections,planning, zoning.shade tree, recreation and NARB.I was responsible for economic development,housing redevelopment,community relations and media relations. As Deputy Tax Collector, I supervised collection of Borough property taxes. 01/2009—04/2013 PA Department of Labor& industry Indiana, PA 15701 Claims Intake Interviewer/ UC Claims Examiner Duquesne, PA 15110 Was responsible for building and servicing clairns during periods of unemployment.This consisted of opening new and additional unemployment compensation claims,servicing existing claims,processing overpayments,reviewing claims for separation and monetary issues,releasing and canceling benefits. Responsible for reviewing UC Claims and making adjudication decisions on separation issues,monetary issues,overpayments,and claimant's eligibility for unemployment compensation.This involved conducting fact finding with claimants&employers and applying UC Law to those decisions. 1.1/2007—01/2009 Nanty Glo Borough Nanty Glo,PA 15943 Borough Manager Managed the daily administrative and business affairs for the Borough of Nanty Glo.This included supervision of administrative stafY: public works department,code enforcement and Borough boards, worked directly with Ganou, m+iri�ipal authorities, local civic organizations, the business community, vendors,taxpayers, neighboring rrLIn«ipal governments and county, state,and federa' gmemments. 32 Employment I initiated numerous improverncnt:to the Borough such as property maintenance plan,blig]Zted propert} moval,capital improNement plats. roan repaving project and a new municipal comprehensive plan. Experience: re �r 10/2005- 10/2006 PA Department of Revenue Altoona, PA 16601 1 Revenue Field. Auditor Bureau of,audits Conducted field audits of busineIsI:ti fOr compliance with the tax laws of the Commonwealth of Pennsylvania Taxes audited include state sales,use. income, liquid fuels,public transportation,employee w ithholding,stock, and Franchise. The state audit process included taxpayer research, examination of Financial records,and completion of a comprehensive audit report and assessment of tax. 08/2004 -01/2005 Fulton County McConnellsburg, PA 17233 County Business Manager Managed the daily business operations of every area within county government.Those responsibilities included AIP.AIR, payroll.purchasing. planning.grant administration and budgeting. During my tenure. I moved the County's accounting }:,itm from a semi-manual cash basis to a fully coinputeri71-d modified accrual basis.This included J:- :loping a nev, Chart nC Accounts, capturing special tE were previously outside die a >untan ping a purchase order a computerized payroll system, and �:,tablishinL iabihty and balance sheet accounts. I was answ•era..`�c c i rectly to the Board of Commissioners. O1/2000-01/2004 INDIA,NA COUNTY INDIANA,PA. 15701 County Auditor With the other members of the County Board of Auditors, prepared and filed the statutorily required reports and audits with the Attorney General's office,the PA Auditor General,the PA. Department of Community and Economic Development,the County Commissioners, and the Court of Common Pleas. At the end of each fiscal year,I completed the audit, settlement,and adjustment of the accounts of all county officers.minor judiciary,County Treasurer,and tax collectors.The Board of Auditors is an independent board that served in a fiscal oversight and advisory capacity to all county elected officials, departments,and quasi-government agencies with respect to fiscal policy and financial reporting. The Auditors are responsible for setting up the system of accounting for the county and shall prescribe the form and manner of keen'„,�_, ;he fiscal affair,and records of the county. My duties included assuring that the executive,legislative ;rci judicial branch ,ranches of county government operated in a legal manner. Had fiscal oversight of i c ti .', u,ity d ,, i:r•'nts,Corn •,i L,is Tre: .firer,Recorder of Deeds, Register of Wills,Prot9� i� c� + b: of Coun 1 try �t �rn•�, l i(ir �c L e�ations, Public Defender. Court of Common Pleas, Di�'i 1 ,,bees, Sheri 1 Assc-:,,ment, 1 t nr i. Veterans Affairs. Conservation District,Penn ` t xl;-nsion, Plaimmu and Economic Deg c '. pment,County Jail,County Nursing Home,County Airper_ iilarer Youth, Human Services, Information Technology,Voters Registration,Maintenance. ?,, `•c'.in_& Grounds,County Mapping&GIS. 05/2002 -- 1112003 State Association of County Auditors Legislative Representative Met regularly with the Local Government Commission(a joint committee of members of the PA. State Senate and PA. State House)in order to affect legislation pertaining to county government. Was responsible for keeping the PSACA members informed on legislation beforethe Pennsylvania State Legislature.The PSACA is a 90-member,30 county organization. Suiko;ky Page 2 33 Education: Millersville University of Pennsylvania Millersville, PA 17551 Graduate Certification Graduated: 11/13/2018 r Certified Public Manager Program (CPM) Indiana University of Pennsylvania Indiana PA 15705 Bachelor of Science Degree Graduated: 0512004 Business Administration Earned 141 Credits Major/Minor Finance/Accounting Skills: Earned C.P.E. Credits from the PA Department of Revenue, PA. State Board of Accountancy. PA. State Association of County Controllers, PA State Association of Boroughs. PSATS,Department of Community and Economist Development and the County Commissioners Association of Pennsylvania. My entire career has he,71 dependent on my ability to set goals,plan for the future,conduct a thorough and complete ana!%•1, ,(a Situation within a short period of time,continuously monitor results of decisions and implenicnt changes when needed. Have excellent verbal and written communication skills. I have experience with public speaking, media relations and dealing with government boards and the public. Equally comfortable working with groups of people and individually with minimal supervision. I am highly self-motivated in either emironment. Have the ability to build coalitions within and across government entities. I am professional, thorough, and diligent in all my work activities. Aeltievements: Managed the Borough's response to the COVID-19 Pandemic. Secured over $62,000 in expense reimbursement from the CARES ACT Funding. Currently administering$390,00 in ARPA Funds. Responsible for attracting over$27 million in economic development and more than 135 new jobs. Supervised or participated in more than S58 million in municipal public works projects. Managed the negotiations of a potential sale of S22 million wastewater system. Secured$9,24 million in grants for Mount Joy alone which included$7.983 million in RACP grants. Managed the Borough's efforts in implementing a Cooperation At_reement with Lancaster County Solid Waste Management Authority and Susquehanna Resource Complex. The deal costing $129,890,000 resulted in the first in the nation waste-to-energy (%% .i _) tag i l iy Consolidated Borough fire departments from three departments to one department. Certified by the PSAB's Certified Borough Officials(CBO)program. Graduated 11/13/2018 from Millersville University: Certified Public Manager (CPM) a Graduate Certification Program. While in Kittanning,secured$2.845 million in grants(in 18 months). Awarded 9 of 10 grants submitted. Participated and featured in the PSAB's Exploring PA Boroughs and Inside PA Boroughs Programs. Initiated the Borough's efforts to create the Mount Joy Community foundation (501(c)(3) organization) which is to lead the development of an$8 million year-round recreational/aquatic facility for the region. Sulkosky Page 3 34 Samuel Sulkosky, CPM, CBO Professional References: Leo Lutz, Stacie Gibbs, Charles Glessner Jill Frey, l Elizabeth "Betsy" Wilt, Tyler Heller, Esq. Additional References Availab4e Upon Request Note: Salary Negotiable 35 P.O Box 167 Seward, AK 99664 City of Seward (907) 2.24-4074 H Rocityofseward.n et Employment Application Note:Application must be completed.Resumes may not be substituted Position r.s) applied fo City Manager Today's Date: 05/19/2023 Personal Data Sulkosky Samuel F Name: M.1, Last Fast Mailing Address : Street C state zipcity N/A Telephone Numbers: Message Home Work Email. If necessary, best time to call you at home is: �.� � o May we contact you at work? Yes�• � Are you a citizen of the United States or an alien authorized to work in the United States? (proof of '• lYes Do Citizenship or immigration status will be required upon employment.) Are you 18 years of age or older? Z�es❑No Do you have a valid Drivel's License? Yes❑No If Yes, State: Have you ever been convicted of a crime in the last seven (7) years? Des W1 No If yes, please describe in full(the existence of a criminal record is not a absolute bar to employement with the City): Ey es Are you capable of performing,with or without reasonable accomodation, the essential duties of the job ✓ for which you are applying?(Do not answer unless you have read the job description.) Des ✓❑Na Have you ever filed an application with us before? If yes, please give dates: Are you currently or have you ever been employed with the City of Seward? Yes ✓� o If yes, please give Position Title and Dates: Are you available to work: Full Time ❑ Part Time ❑Temporary ❑Seasonal Page 1 36 Education and Experience r Name& Location Course of Stud Years Completed I Di Ip oma or D ree High School _ BS Degree College(s) Indiana University of Pennsylvania(IUP) Business Administration 4 Millersvilie University of Pensylvania Certified Public Manager(CPM) 1 Graduate Certification Business/Trade/Technical Indicate any foreign languages you can speak, read, and/or write Language: [Speak El Read Write Describe any specialized training, apprenticeship, skills and extra-curricular activities: Pennsylvania State Association of Boroughs Certified Borough Official(PSAS CBO) PA State Assoc,ofTwp Supervisors, DCED, PA Office of Open Records, Pennsylvania Municipal Planning Education Institute(PMPEI). Describe any jeb-related training received in the United States Military: N/A List professional,trade, business or civic activities and offices held. (You may exclude memberships which would reveal race,color, religion, gender, national origin, disabilities or other protected status.) Lancaster County Boroughs Association-Executive Board Secretary,Treasurer,PSACA-Legislative Representative, PSAFCO Word processing, spreadsheet, database and other software programs you have used: Microsoft Word,Excel,Outtook, PowerPoint,Quick Books,GoGov Code Enforcement. I have also administered a municipal website and municipal Facebook page. List types of electronic and mechanical equipment or machinery you are qualified to operate and/or repair: Operate copier, fax, scanner, copier, printer Summarize special job-related skills, qualifications or additional information acquired from employment or other experience you may feel would b� ')r,+,)ful in considering your application: Public speakir,; crmmunity planning, goal setting, team building, human resource management, pension administration,HIPAA Officer, Right to Know Ofr'�rr, Sunshine Law,records management,grant writing and administration,economic development,codes and zoning management. Page 2 37 Employment History- Start with most recent. Use additional pages if nggg-s-s-ava f" Employer Name: Dates of Employment- Month &Year 1 C,ttanning Borough Phone: From: To: 07/2021 02/2023 Address: Starting Salary: Per: 16201 31.25 Hour Ending Salary: Per: Job Title: 31.25 Hour Borough Manager May we contact this employer? Yes No Supervisor: Supervisor's Title; Borough Council Borough Council . Duties: Managed the daily administrative and business affairs for the Borough of Kittanning, PA. This included supervision of admin., public works, code enforcement, grant administration, economic dt.,,,-,iopment, planning commission and numerous Borough boards. Represented the Borough with the business community, taxpayers, governments and county, state, and federal governments. Council eliminated the Borough Manager position which the position was established in 2019. Reason for leaving: Dates of Employment-Month &Year Employer Name: Mount]oy Norough Phone: From: To: 10/2016 09/2020 Address: Starting Salary: Per: 34.61 Hour Job Title: Ending Salary: Per: 39.42 Hour Borough Manager May we contact this em to er? Yes J No �. Supervisor: Borough Council Supervisor's Title:Borough Council Duties:I had supervision of administrative staff, public works,parks.code enforcement.planning commission and numerous Borough boards. During my tenure,the Borough has undergone a$32 million construction of a new Amtrak Train Station,attracted$25 million in economic development Applied for and/or received over$9.24 million in grants,and realized costs savings and revenue enhancements of over$1.256 million during 2018-19. Reason for leaving: Boro Council majority roiled over that purged management staff from Labor Attorney,Police Chief,Codes Officer, Boro Manager Employer Name: Dates of Employment- Month &Year Columbia Borough From: To Phone: 03/201.3 1112014 Address: Starting Salary: Hour 31.25 Job Title: Ending Salary: Per; $35.09 Hour Borough Manager May we contact this employer? Yes J N Borough Council Supervisor: Borough Council Supervisor's Title: Duties:Managed the daily operations of a municipal government which has an annual combined budget of$14.2 million with 65 PT/Ff employees. Managed public works projects valued at$25 million.economic development,housing redevelopment, community relations and media relations. Supervised public works, code enforcement,highway, wastewater, finance/accounting,taxes, planning and zoning,shade tree,recreation and HARB. Reason for leaving: 1 resigned for personal reasons. Page 3 38 References r)o not list any family members ( Jill Frey ( } 1. (Name) (Phone#) S years (Address) (Years Known) 2. Tyler Heller, Esq. (�) (Phone #) (Name) 2 years (Address) (Years Known) Stage Gibbs ( ) 3. (Phone #) (Name) 6 years (Address) (Years Known) CERTIFICATE OF APPLICANT AND AUTHORIZATION TO VERIFY INFORMATION IMPORTANT: Please read before signing this application I HEREBY CERTIFY all of the information made on,or in connection with,this application is true and complete to the best of my knowledge and belief,and I have not knowingly withheld any fact or circumstance.I understand any misrepresentation or concealment of material fact will be sufficient grounds for rejection of application, removal from eligible lists or discharge from employment.I understand consideration for employment in this position is contingent upon the results of a reference,and background check.I therefore authorize the City of Seward to investigate all statements made on my application for employment,and to discuss the results of its investigations with those to responsible for hiring.I further authorize the City of Seward to contact my former employers and any persons respond to questions pertaining to Information on this application. Further,I release from liability such former employers or persons providing information to the City of Seward.I understand the benefits,rules and policies of the City of Seward may be changes, modified,eliminated or added to at any time at the City of Seward's sole discretion and without prior notice. Samuel F. Sulkosky ®ate: 05/19/2023 Employee Signature: Samuel F Sulkosky Print Name: PLEASE NOTE: All applicants MUST be able to successfully pass a pre-employment drug test and criminal background check. Please check your application to be sure you have filled it out completely. Read the application requirements on the gob Announcement to be sure you are including any additional material requested. Where did you first learn about this job? ❑City Website ❑ City Employee ❑Newspaper ❑ Friend Alaska Municipal Leagt ❑Posted Job Announcement at Other(specify) Page 4 39 George M. Zoukee May 28, 2023 Tammy Nickell, Human Resources Manager City of Seward 410 Adams Street Seward, Alaska 99664 Dear Ms. Nickell: I would like to apply for the City Manager position with the City of Seward, as posted on the City's and on the International City/County Management Association's web sites. Attached are my resume, City application and a list of professional references. I can send a sample of my analytical writing on request. As you will note, my entire career has been in public sector and not-for-profit finance and executive management. After my economics and urban studies education at Hampshire College, I received my Master of Business Administration from the Boston Uni+yes-pity Graduate School of Management with a concentration in finance. My first profess io,naI position was Senior Financial Analyst with the Office of the Finance DirectoriTreasurerf_i a Collector of the City of Boston. From there I was Capital Finance Manager at the Carnmonwealth of Massachusetts Department of Revenue, Division of Local Services. I then spent more than twelve years as Executive Director of the New Hampshire Municipal Bond Bank. (I recall that the New Hampshire Bond Bank is similar in structure to the Alaska Bond Bank.) In that role was responsible for financing public improvements statewide and also I advised municipalities on budgeting, capital planning, capital budgeting and debt issuance and management My next role was Treasurer of the New York City Municipal Water Finance Authority. I was responsible for the investment of funds and a $15 billion debt program that was growing by $2 billion per year. I then joined a small investment bank/financial advisory firm (NW Financial) in which my primary focus was an international practice in environmental infrastructure development (water, sewer and landfill). I next was Director of Finance of the Transportation Corridor Agencies, a toll road authority in Orange County, California. My most recent role was Associate Administrator for Business and Finance Development with the U.S. department of Transportation's Maritime Administration (salary over $166,100). The position was part of the Senior Executive Servi,,.'e ;, E.S.) of the Federal Government. I managed five offices with over sixty employees. I left that ,oIP in 2013 in order to pursue real estate investments full-time. have invested personal, far,-i;y and investor's funds in real estate successfully since 1998. Although it has been financially rewarding, I have decided that I will return to my career for many more years. I am planning on making a 10+ year commitment to my next opportunity. 40 I spent some time a few years ago traveling throughout Alaska. I visited Anchorage. Tok, Beaver Creek, Yukon, Fairbanks, Denali National Park, Seward and Juneau. I would gladly relocate to Seward for this opportunity I have always operated with the highest degree of integrity, ethics and transparency and I would continue that in Seward I would like to point out that my position with the federal government was part of the Senior Executive Service (S.E.S.), 0.75% of federal career employees. Rigorous screening is required before being admitted to the S.E.S. The concept behind S.E.S. is that its members can be transferred with minimal notice to any high-level management position within the federal government that does not require a medical, law or highly specialized degree. With my management and financial background I would be able to easily make the transition to Seward. I have a great deal of experience in strategic planning, operating budgets (including zero-based budgets and budgeting during financially challenging times), capital planning and budgeting, debt issuance and management, tax and revenue collection, the bond/credit rating process, investments, human resources, managing change, improving morale, leading by example, short- and long-term financial modeling, facilities management, information technology, insurance and risk management, policy, strategic planning, and innovative management and planning within a diverse and inclusive environment. If you have any questions, please call me at Thank you for your consideration and I look forward to hearing from you. Sincerely, George M. Zoukee 41 George M. Zoukee t EDUCATION Boston University Graduate School of Management Master of Business Administration Concentration: Finance Hampshire Collea Amherst, \tissachusetts Bachelor of Arts Concentration: E conoin ics& Urban 1�[ndleS Summer Internships with The World Bank, Washington, DC Princeton Dav School Princeton, Nckti .lersey EXPERIENCE Real Estate Investor 1998 to Present Darien, CT, Washington, DC, Fort Lauderdale, FL, Boston and Cape Cod, Mass., Denver, CO,Columbia, Newbury, Rye, NH, Princeton, NJ, New York, NY, Pittsburgh, PA, Knoxville, TN and Las Vegas,Nevada. • Successfully hiNested personal, family and investors' funds in real estate • Investments have been made in single family homes, condominiums, vacant land, commercial & rental properties in the cities & towns mentioned above • Performed complex financial analysis and feasibility studies 2011 to 2013 U.S. Department of Transportation (DOT), Maritime Administration Washington, D.C. Associate Administrator for Business and Finance Development • Senior Executive Service (SES) position, the top (less than) 10/0 of Federal government career employees. Position held a security clearance_ • Managed 5 offices N ith over 60 employees: -Marine Financing (including Title X1 Federal Shipbuilding Loan Guarantees, a multi-billion dollar ship financing program that guarantees loans for ships built in the U.S. and loans to improve domestic shipyards) -Cargo Preference& Domestic Trade(including Jones Act enforcement) -Marine Insurance and Financial Approvals (War Risk Insurance & tNko multi-billion dollar tax deferral programs that promote US shipbuilding) -Shipyard Engineering(including the Small Shipyard Grants program) -Workforce Development (monitor the education programs at tite six state Merchant Marine Colleges, enforcement of service obligations and monitor industry employment trends & the availability of mariners to staff vessels) • Managed Credit Analysis and Credit Monitoring for the Title XI program • Coordinated efforts N%ith colleagues to finance the US marine highway system and finance efficient and cleaner repowered vessels • Maintained relationships with investment banks, US shipbuilders, shipping firms, attorneys, financial consultants to the maritime industry and ports • Member of Marine Transportation Systems National Advisory Committee • Presentations to the U.S. Department of'rransportation Credit Council 2009 to 2011 Transportation Corridor A encies-The Tall Roads Irvine, California Director of Finance • The Transportation Corridor Agencies (The Toll Reads) developed and operate lour toll roads totaling 51 miles in Orange Counh., California • Plan, organize and direct all financial functions of the Agencies including, accounting, audit, budget ($340+ million annuall) ), treasury management, bond financing, cash floe, insurances, debt management & human resources 42 • t_ oordlnate the Ei,tip itles of the FCA s f nancial ad\ lSor,, III),C 41I)CII I hanking lil7ns, 11011d C0 un Cl, audilor, corporate trust bank. ratim-, insurance. cottlrller-Cial I"Ink, and (oll read f-casibilitN and traffic consulr,1111 • tihilaze conlmllniLs11oll, \�ilh bti)ndholders, ins c:stors and board Ir.enther, . t h er:see the de\elopnlew and monitoring of the annual budgel • Member of grouts k\orkmu to restructure emit i n,, debt and coN errant. • Ins t:slment of rc,en e fund, and odicr I'und,. Pord'Olio of almost 1113illicrn • Research and anal\r.e nlethod�, of financing the final 16 nlilcs of toll roads • Uepa Fin neelItof,,I �kllli 22 repo+rtin.rdirectIN and indirect I\ 2006 to 2008 Nt1' Financial Group, LLC Newbury, New Hampshire& Jersey City, New Jersey Senior'Vice President • Developed and marketed a domestic and international cotlsultin`� practice in the fields of pooled financing, water and se\\er infrastructure financing. and drinking water and clean water re%olving funds and other forms of tax- exempt and taxable bond issuance • Provided financial ads isory services to hotel/retail/stadium complex ill V V • Researched methods of funding OPEBs for public entities • Created a financial model and related documents for the proposed Republic. of Montenegro Environmental Revolving Fund (RMERF) • Presented financial model and recommendations to Montenegrin officials • Editcd and co-authored a policies and procedures manual for the RMERF 2005 to 2006 New York City Municipal Water Finance Authority, New York City Office of Management and Budget Treasurer • Mana,>ed and implemented bond issuances including fixed rate debt, variable rate debt and derivatives (over $15 billion of debt outstanding) • Issued neNN money debt totaling $2.0 billion in one fiscal year including $686 million issued through the Ne\% York State Environmental Facilities Corporation State Revolving Fund (SRF) program • Issued Commercial Paper totaling over$800 million in one fiscal year • Issued refunding bonds totaling $655 million. resulting in net present Nalue savings of more than $40 million (NPV savings of over 6.1!%) • Investment of funds/Managed a staff of • Analyzed and reviewed numerous financing proposals • Assisted in the planning ofthe Authority's annual Investors Conference • Coordinated efforts of the financial advisors, investment banks, remarketing agents, bond counsel, inside counsel, trustees, arbitrage rebate consultant, rate consultant, rating; agencies, New York City Department of Environmental Protection, NYC Off-ice of the Comptroller and others • Prepared annual budget ($2 B)and cash flow certifications for the Authority • Participated in the rate setting process with the Authority's Rate C'ollsultant and the New York City Water Board, including attending public hearings • Updated the Management's Discussion & Analysis (MD&A) section of the Authority's annual audit; maintained and updated various financial models 1993 to 2005 New Hampshire Municipal Bond Bank Concord, New Hampshire Executive Director • Coordinated the daily financial & adrninistratise functions ofthe Bond Bank • Issued oNer $1,25 hilliori of long-term debt on behalf' of' Ne%k Ilarnpshire cities, towns, countie,. school districts and special districts • Issued $440 million of refunding and advanced refunding binds, returning more than $13.5 million of present value savings to past participants 43 • Marketed the liond l;;tnk to all potential part icTanis. includirt 1,1r, at conlerelice" and "ell illar". attended Board hl Sclecimen, U ItA 111d School llom-d meetings and made frequent presentations • lmesicd rl=scv%e fund-s ind other kilids, Total J)ortfbho o%t:r �1 i11. Jiiiki,,n • Authored annually the Bond Banks marketing brochure and 1nnual Rcl)ort • Authored the Bond Banks Management's Dks:w,�ion & Aiml.\sill (NID&A) section ol'the annual audit • Represented the Rond Dank at conferences and trade slto\ts • Financed Private `iclio of bond issues and small scale po\ver developments • Prepared for approval br the Board of Directors annual operating budgets during thirteen budget cycles • Improved the scope and qualitti of services delivered while maintaining, average annual budget groAth of 0.25°/0 over thirteen fiscal years • Managed investor and press relations, Created and maintained the vveb site • Analyzed the credit of participants • Monitored the financial markets and interest rate trends and forecasts • Received tk%o upgrades each from Moody's Investors Service and Standard & Poor's('Aa?' and 'AA')and received 'AAA' rating from Fitch Ratings • Successfull) defended market share against aggressive attempts b) banks • Increased utilization of the Bond Batik's services • Expanded the Bond Bank's short-term debt program for communities • Developed innovative financing method for public schools to accelerate state school building aid by issuing "synthetic" capital appreciation bonds (CABs), allowing the schools to issue CABS and receive the benefits of the accelerated state building aid, but at lower serial bond interest rates • Functioned as financial advisor for debt management and as an advocate for man},of New Hampshire's communities and school districts (� • Human Resources Director for the agency `- 1988 to 1993 Massachusetts Department of Revenue Boston, Massachusetts Capital i;inance Manager, Division of Local Ser-v,ices • Provided advisory/regulatory services and information to local officials, Finance Directors and financial institutions regarding debt management, long- and short-loan debt issuance, investments and other fiscal affairs • ( ,11�dUcted anak,i, ;>fcash flows, financial documents and budgets • L- aluated and o,,riitied borrowings by towns, cities, counties, school districts and other districts, averaging over$1 billion per year • Analyzed towns' borrowing capacity & evaluated ability to repay loans • Taught classes on public financial management to public officials and others • Co-authored legislation on municipal debt/Managed a staff of 6 • Designed and implemented computerized system for certifying borrow ings, financial record keeping and municipal debt management 1986 to 1988 Office of the Finance Director/Treasurer/Tax Collector City of Boston, Massachusetts Senior Financial Analyst (City Budget over$3.0 Billion) • Managed a staff of six professionals and led special projects team • Issued general oblig,3tlon bonds and maintained the C'ity's bond ratin,s • Member of Boston t_ it c}:,l}ital Reconstruction Financial Working Group • Co-authored investment policy let.+ t,d and policies & procedures manual • Performed monthly & annual btid,,c-, l gash flow analysis and trust analysis AFFILIATIONS -Past Member of the Government Finance Officers Association (GFOA) & past memberships in regional chapters in N.H., New England, N.Y. & CA. -Past Member Nevv Hampshire Municipal Management Assoc. & NHASRO -Past. Member (and former member of Board of Directors) Of the Council of Infrastructure Financing Authorities (CIFA)(1993-2008) and other groups, 44 George M. Zoukee City Manager Candidates - Question 1. A writing sample of 500 n ords oi- less describing hoi% the applicant -*rill incorporate thentsel%cs into the Seward area, lifest- le, and the unique demographics of Sc►Yard, Alaska. I would thorouohly enjov becoming Seward's nest Citti Manager. I have been all over Alaska tncludtng Anchorage. Fairbanks, Denali National Park. Tok !unction. Juneau and Seward. and I liked the scenery and the people enou4oh to �+ant to move to Alaska permanently. There is a great deal that I have to offer the Cite from my diverse twenty-five year career in public sector finance and executive management. A few years ago I was offered the Borough Manager position in Haines Borough, Alaska. I reluctantly turned down the offer because of some very negative facts that I discovered doing my research. I have not given tip on my dream of moving to Alaska if the right opportunity arises. Scxvard is an excellent opportunity. Fortunately I like cold. snow winters and mild sum1i1er H my s. I lived in central New Hampshire for an years. licit area L,tn,crally had long. cold, snow winters and mild summers. I miss that type otciinwtc. A City Manager is never a Wilda\ through Friday 9 to 5 position. A good City Manager is available at all time,., it there is an emergency. If' selected. I Nvould be CXtremely busy during my first 1��N nionths getting to kno« the area. the staffand the residents of' the ronvitunitN . Another important item to learn immediately is Alaska municipal law. Ilaving worked in sc%cn states in the past. I am able to digest the laws in a new location fairly quirkl\ . I am very ethical, transparent, accessible and approachable and I would likely become: part ofthe community quickly. Seward is in a spectacularly beautiful area. I enjoy the outdoors and would find Seward to be a perfect combination of mountains and water. As beautiful and inviting as the Kenai Peninsula is. Anchorage is not too far away when the urge to visit "the big city- hits. Since 1 left New Hampshire in 2009, 1 have wanted to move back to a place with an ideal climate and scenery and seemingly endless outdoor opportunities. In ternis of'experience. I would he an excellent lit for Seward. I am very analytical and have a strong background in finance, people management, project management and dealing with elected and appointed officials and the general public. I have lived in ten difterent states so I am very good at adapting to a new home. I am planning on 45 making a lot year commimicnt to nip iw\l gale. I he Iearming cure IN me should he I1' I'airlx short. When I �Norked I'll[- the ('om11101Mealth of Massachusetts Department o1, IRON Cluic. DiNision of 1 0011 SoIKvn nix role• �\a` hoth adki."orx and rcgpulatotir�. In Nlas,Lichu efts and Nc\E Ilampshirc I \corked %tiith communities %\ith populations as small as 40 and as large as 600,000. 1 paid particular attention to the smaller communities and enjoyed working %pith them. Being City Itla lager of Seward would he an honor and a pleasure and I t\ould bring a great deal of experience Wth me. M} goal would be to lease the Cly, a better place after a long tenure as Manager. 46 George M. Zoukee Professional References John Lisica Michael Yarrington, Gilbert Moreno, Jo Ann Klatskin, Admiral Gerard Achenbach, Mrs, Georgie Thomas Tony Rassias, Peter Chamberlin 47 P.©Box 167 ., S Seward,AK 99M664 City of Seward (9O7) 224-4074 Employment Application MROciiyofsewara.net Note.4,oplrcation must he completed Resumes may not be suhst,tute- Position(s)applied for: City Manager Today's Date: May 28, 2023 Reir Qopl_Data Name: Zoukee George M Last First MI• Mailing Address : Street City State Zip Telephone Numbers: Home Work Message Email: If necessary, best time to call you at horse is: 12 noon or later EDT May we contact you at work? 171Yes DO Are you a citizen of the United States or an alien authorized to work in the United States? (proo(of Oyes 7No Citizenship or immigration Status will be required upon employment.) Are you 18 years of age or older? Yes 1-1 No Do you have a valid Driver's License? W�es FjNo If Yes, State:FL Have you ever been convicted of a crime in the last seven (T)years? []Yes Fv—(]No If yes, please describe in full(the existence of a criminal record is not a absolute bar to employement with the City): Are you capable of performing,with or without reasonable accomodation, the essential duties of the job [ZYesFNo for which you are applying? (Do not answer unless you have read the job description,) Have you ever filed an application with us before? ✓�es❑No If yes, please give dates: 412022 Are you currently or have you ever been employed with the City of Seward? ❑YesENo If yes, please give Position Title and Dates: Are you available to work: ® Full Time ❑Part Time ❑Temporary ❑Seasonal Page 1 48 Education and ExOdence Name& Location Course of Study Years Connp eted DI Ionia or peq_ree nigh School„ Pnnceten Day r,n cm , NJ College Prep _ 4 I)Iwlonla Colle e S Hampshire ColleLW, Amherst, MA Economics& Urban Studies 4 BA Boston University, Boston, MA Finance 2 MBA Business/Trade/Technical Indicate any foreign languages you can speak, read, and/or write Language: French Q Speak Q Read Q Write Describe any specialized training, apprenticeship, skills and extra-curricular activities: Descdbe any job-related training received in the United States Military: None -ist professional, trade, business or civic activities and offices held. (You may exclude memberships which would reveal race, color, religion, \ gender, national origin,disabilities or other protected status.) Board Member(former),CIFA ICMA GFQA NHASBo Word processing, spreadsheet, database and other software programs you have used: Word, Excel, PowerPoint List types of electronic and mechanical equipment or machinery you are qualified to operate and/or repair: Summarize special job-related skills, qualifications or additional information acquired from employment or other experience you may feel would be helpful in considering your application: Page 2 49 Employment History - Start with most recent. Use additional paces if necessary. r Employer Name Dates of Employment- Month &Year Self-Employed Phnna- From. To: 4,1998 Present Address: Starting Salary: Per: _Varies _ Job Title: Ending Salary: Per: Real Estate Investor 155,000 May we contact this empla�rer, Yes No Supervisor: Sclf Supervisor's Title: Duties: Invested personal, family and investors'funds in commercial and residential real estate Performed complex financial analysis. Reason for leaving: I want to relocate. Employer Name: Dates of Employment- Month &Year US Department of Transportation, Maritime Administration Phone: From: To: 11/2011 3/2013 Address: Starting Salary: Per: $159,000 Year Job Title: Ending Salary: Per: Associate Administrator 155,000 Year May we contact this employer? YesLLj No CSupervisor: avid Matsuda Supervisor's Title:Maritime Administrator Duties:I managed a staff of 60+ in five offices Reason for leaving: I relocated Employer Name: Dates of Employment- Month &Year Transportation Corridor Agencies Phone: From: To: 2/2009 6/2011 Address: Starting Salary: Per: $150,000 Year Job Title: Ending Salary: Per: Director of Finance 155,000 Year May we contact this employer? Yes ✓ N Supervisor: Brenda Shott Supervisor's Title:CFO Duties: Budget,Audit, Capital Planning, Debt Issuance and Management, Public Relations,Community Relations, Investor Relations, Human Resources, Information Technology, Investments, Toll Rate Setting,etc. ( Reason for leaving: I relocated for a new position. "r. Page 3 50 References Do not list any family members 1 John Lisica (Name) (Phone#) 18 (Address) (Years Known) Michael Yarrington (Name) (Phone #) 11.5 (Address) (Years Known) Mrs.Georgie Thomas (Name) (Phone #) 30 (Address) (Years Known) CERTIFICATE OF APPLICANT AND AUTHORIZATION TO VERIFY INFORMATION IMPORTANT: Please read before signing this application I HEREBY CERTIFY all of the information made on,or in connection with,this application is true and complete to the best of my knowledge and belief,and I have not knowingly withheld any fact or circumstance. I understand any misrepresentation or concealment of material fact will be sufficient grounds for rejection of application,removal from eligible lists or discharge from employment.I understand consideration for employment in this position is contingent upon the results of a reference,and background check. I therefore authorize the City of Seward to investigate all statements made on my application for employment,and to discuss the results of its investigations with those responsible for hiring. I further authorize the City of Seward to contact my former employers and any persons to respond to questions pertaining to information on this application. Further,I release from liability such former employers or persons providing information to the City of Seward.I understand the benefits, rules and policies of the City of Seward may be changes,modified,eliminated or added to at any time at the City of Seward's sole discretion and without prior notice. Employee Signature: (signed) George M. Zoukee Date: 5/28/2023 Print Name: George M. Zoukee PLEASE NOTE: AN applicants MUST be able to successfully pass a pre-employment drug test and criminal background check. Please check your application to be sure you have filled it out completely. Read the application requirements on the Job Announcement to be sure you are including any additional material requested. Where did you first learn about this job? ❑City Website © City Employee Newspaper Friend Posted Job Announcement at Other(spec) SGR WEBSITES Page 4 51 MEMORANDUM DATE: April 27, 2010 TO: Executive Team FROM: George Zoukee SUBJECT: Discussion of March 2010 Traffic, Revenues and the Economy The national seasonally adjusted unemployment rate remained at 9.7% in March 2010 for the third consecutive month. In October 2009 the rate hit a 26 year high of 10.2%. Caiifornia's seasonally adjusted unemployment rate in March rose to ,a modern state record, last time it was this high was in December 1940) 12.6% from 12.5%, while the not-seasonally adjusted rate rose from 12.8% to 13.0%. The "true" unemployment rate is estimated to be closer to the 17 to 21% range in California when underemployment and hours worked (i,e. a worker who wishes to work full-time but can only find part-time hours) are factored. Nationally that number is still estimated to be around 16-17%% with large variations regionally. Attached is a graph detailing unemployment statistics nationally and for California, Orange County and the four surrounding counties from July 2008 to March 2010. Also attached is a chart with unemployment rates and statistics on the size of the labor force and numbers of employed and unemployed nationally and for California and the five county region. Ali five counties in the region showed increases in their unemployment rates from February to March • Orange County rose from 9.8% to 10.1% • Los Angeles County increased from 12.2% to 12.3% • Riverside County rose from 15.0%o to 15.1% • San Bernardino County increased from 14.5% to 14.8% • San Diego County jumped from 10.7% to 11.0% Attached is a chart from the California Employment Development Department that shows state and county information for March 2010. Also attached is a chart from the US Bureau of Labor Statistics that shows current unemployment rates for all the states in March along with their historical highs and lows since January 1976. In March 2010 California (12.6%), Florida (12.3%), Georgia (10.6%) and Nevada (13.4%) reached their record highs. Although Michigan currently has the highest rate at 14.1%, the state has experienced even higher unemployment in the past, with an "all time" record of 16.9% in November 1982. The recession has impacted virtually the entire country but to significantly different degrees. In March, unemployment was highest in the Pacific, Midwest and southern states. The ten states with the highest rates of unemployment (in declining order) are: MI, NV, CA, RI, FL, SC, DC, MS, IL and NC. Unemployment is lowest in the Rocky Mountain, Plains, northern New England and Mid-Atlantic states. The ten states with the lowest rates of unemployment (in increasing order) are: ND, SD, NE, VT, KS, OK, 52 IA, HI, LA and NH. The current range between the highest state rate (Michigan at 14 1%) and the lowest state rate (North Dakota at 4.0%) is extremely high historically The US Bureau of Labor Statistics' preliminary numbers for March 2010 indicate that there was an increase of 53,000 jobs in California during the month The year over year decline in employed Californians is 463,000 or 2.8%. The number of employed statewide grew (+0.33% seas adj. or+0.43% not seas. adj ) and there was an increase in the number of unemployed people during the month (+1.36% seas. adj_ or +2 08% not seas. adj.) The size of the State's labor force grew by 84,000 (+0.46% seas. adj.), or 117,400 (+0.65% not seas adj ) during the month The slight growth in the 'ze of the labor force indicates people may be returning to their job searches again, a good indicator -if the beginning of a recovery. Unemployment benefits can currently be received for an extended pe:iJci up to 99 weeks depending on the state in which an individual resides and when they became unemployed. Before the current recession the limit was 26 weeks The 2010 census will employ over one million temporary workers for several months while the census is conducted. This will likely reduce the US unemployment rate by 6 to .9 percent while fully staffed The Transportation Corridor Agencies (TCA) have experienced declines in traffic, as have most toll roads throughout the country. Nationally there was a slight increase in travel on all roads in 2009 compared with 2008. According to the US Department of Transportation, vehicle miles travelled (VMT) on all roads increased by 0.2% nationally during 2009 to 2,932.4 billion miles traveled. In December 2009 the total was 238.5 billion, a very small decline of 0.05% ( 1 billion miles) from December 2008. During 2009 there were six months with year-on-year increases from 2008 and six months with decreases (VMT hit a seven year low in September 2008). By comparison VMT declined by 3.4% during 2008. VMT in January 2010 (the most recent month available) declined by 1.64% from January 2009. In California VMT statistics statewide improved for eight months in a row before declining in December and January. January 2010 (the most recent month available) VMT were 5.1% lower than December 2009 and off by 2.5% from January 2009. VMT increased by 1.1% during 2009. The twelve month period ending in January 2010 increased by 0.8% from the prior twelve month period. Prices for regular gas in Orange County currently average around $3.07 per gallon, about 2 cents higher than last month, the same as the state average and 23 cents per gallon higher than the national average. California gas prices are generally the third highest in the nation after Hawaii and Alaska. According to the State Controller's office, California general fund cash receipts in March 2010 were 5.9% above forecast. Fiscal year-to-date receipts are 3.9%o above forecast and 2.1% above the same period in FY 2009. Year-to-date personal income tax collections are 3.1% above forecast (3.2% below FY2009 actual collections), sales and use tax is 2.4% above forecast (11.8% above FY2009), corporate taxes are 15.8% above expectations (3.6% below FY2.009), and vehicle license fees are 0.9% below budgeted amounts. The UCLA Anderson Forecast for the national economy released on March 24, 2010 rendered a "bipolar" diagnosis for the national economy, referring to slow growth in the GDP coupled with unemployment which is expected to remain high. Real growth in consumer spending will average in the 2% range, below the historical rate of growth in the 3.0 - 3.5% range. GDP grew by 2 8% in the third quarter of 2009 (revised downward from 3.5%) and they forecasted 41h quarter growth also at 2.8%. Note that 41h quarter GDP actually grew by 5.7%. The Forecast predicts 1st quarter 2010 GDP growth of 3.2% followed by growth around 2% the rest of the year, averaging 2.3% for 2010. In 2011 and 2012 GDP growth is forecast to be 2.3% and 3.2% respectively Employment at the end of 2012 is still expected to be 2 million jobs below the 2007 peak. California unemployment is expected to remain particularly high, averaging 11.8% in 2010 and not falling below double digits until 2012. The Ceridian-UCLA Pulse of Commerce IndexT" (PCI) by UCLA Anderson School of Management staged a healthy comeback in March, with the PCI growing by 1 percent, making up for February's snowstorm- induced decline of 0.7 percent. The adjusted index grew from 107.4 to 108.5, continuing its climb from a recessionary low of 100.7 in June 2009. With the PCI essentially flat over the first two months of the year, 53 the March increase signals -he U.S. economy remains in steady recovery. Continuing another positive trend, the March PCI shy.:.: growth over the prior year period for the fourth consecutive month. This follows twenty-two consecutive months of year-over-year declines experienced prior to December 2009. The index is built by analy7i[-Ig Ceridian's electronic card payment data that captures the location and volume of diesel fuel being purchased by over the road trucking operations. This provides a detailed picture of the movement of products across the United States. According to the report the PCI is predicting economic growth rates somewhat faster that most economists. For more information on the Ceridian-UCLA PCI see www.ceridianindex.com San Joaquin Hills Transportation Corridor Agency Year to date FY2010 transactional toll revenue has declined by 0.5% and transactions have declined by 6.7% compared with the same period in FY2009. The FY2010 budget estimates an increase in transactional toll revenue of 0.7% and a decrease in transactions of 4.0% compared with FY2009. The SJH experienced its best year-over-year results since February 2008 during the month of March 2010. Revenues on SJH increased by 6.0% while transactions fell by 0.7% compared with March 2009. Revenues increased despite a slight decrease in the number of transactions due to toll rate increases of 25 cents at the Catalina View mainline toll plaza and also at the El Toro and Newport Coast ramp toll plazas on July 5, 2009. Tolls at the three other ramps remained the same. Total transactional toll revenues during the month were $7,718,924 and the number of transactions totaled 2,238,732. By comparison, February revenues increased by 2.7% and transactions declined by 3.7% compared to February 2009. More specifically, comparing March 2010 with March 2009: • Catalina View mairline revenue increased by 5.7% and transactions decreased 0.5%. • Overall revenues at ramp toll plazas increased by 7.5% and transactions decreased 1.2%. • Transactional toll revenues increased at the two ramp plazas with increased toll rates and they increased at one of the three ramps that did not have increased toll rates. • El Toro had an increase in revenues of 11.7%with a decrease in transactions of 0.7%. • Newport Coast experienced increased revenues of 11.7% and decreased transactions of 2.3%. • Average daily revenue for March 2010 was $248,998, a 6.0% increase from the March 2009 average of$234,845. • Average weekday transactions declined by 2.7%, from 81,931 to 79,740. • Average daily revenues on weekends increased from $148,320 to $159,718, or 7.7%. • Average daily transactions on weekends increased by 0.5% from 50,324 to 50,589. • Catalina View mainline transactions were down by 2.4% weekday peak, 2.6% weekday off-peak and up by 0.6% on weekends. • Ramp toll plaza transactions declined by 3.6% weekday peak, 2.7% weekday off-peak and up by 0.4% on weekends. Account Maintenance Fees were doubled in July 2009 from $1 to $2 per month per transponder that does not record at least $25 of tolls during the month. In March 2010 fee revenues increased by 99.4% to $284,411 from March 2009. This increase was slightly lower than the February 2009 to February 2010 increase of 100.1%. Fiscal year to date account maintenance fees totaled $2,503,019, an increase of 105.2% from the same period in FY2009. Violation revenue in March 2010 totaled $607,669, a slight decrease of 0.4% from March 2009. Year to date violation revenue in FY2010 is $5,119,692, an increase of 7.7% from the same period in FY2009. Violation fines were increased to $55.00 for the first notice from $47.50 in July 2009, an increase of 15.8%. Development Impact Fees (DIFs) for the first nine months of FY2010 totaled $318,000, a decrease of 46.6% from $682,000 received during the same period in FY2009. DIFs for this fiscal year are budgeted 54 to be $700,000, compared with $985,000 received during FY2009. DIFs received for the first nine months of FY2010 are 45.4% of the amount budgeted for the entire fiscal year. Traffic on SJH was occasionally impacted by minor construction projects during March, none of which were likely to have had a significant impact on revenues and the number of transactions. Foothill/Eastern Transportation Corridor Agency Year to date FY2010 transactional tall revenue has increased by 5 8% and transactions have declined by 5.7% compared with the same period in FY2009 The FY2010 budget estimates an increase in transactional toll revenue of 5.9% and a decrease in the number of transactions of 6.9% compared with FY2009. During the month of March 2010, revenues on F/E increased by 7.6% while transactions fell by 4.7% compared with March 2009. Revenues increased despite a decrease in transactions because of toll rate increases of 25 cents at three of the four mainline toll plazas (the exception was the Windy Ridge mainline) and also at all ramp toll plazas on July 5, 2009. Total transactional toll revenues during the month were $8,640,255 and the number of transactions totaled 4,884,511 By comparison, February revenues increased by 6 3% and transactions declined by 5 9% compared to February 2039.. Average daily revenue for March 2010 was $278,718, a 7.6% increase from the March 2009 average of $259,129. Average weekday transactions declined by 6.6%, from 184,586 to 172.322. Average weekend daily revenues on the F/E increased from $182,338 to $202,747, or 112%, and transactions decreased from 118,055 to 115,137, or 2.5%, compared with March 2009. Specifically: • Tomato Springs had a revenue increase of 10.9%, transactions declined 2.3%. • Orange Grove revenues increased 1 n transactions were down 2.7%G • Irvine Ranch revenues increased �� transactions were down 5.9%. • Windy Ridge had a decrease in revenge-. of 3.5%, transactions decreased 4.3%. • Revenues at ramp toll plazas increasedi 4%, transactions decreased 8.4%. Although overall FIE transactions declined, the,e were variations to be noted: • Off-peak weekday transactions declined at a lower rate than weekday peak hours at the mainlines (4.1% versus 9.1%). • Weekend transactions at the mainlines were off by a lower amount than weekdays (0.4% versus 5.8%). • Off-peak weekday transactions declined at a slightly higher rate than weekday peak hours at the ramps(9.1% versus 8.6%) Weekend transactions declined by 7.7%. • Tomato Springs weekday off-peak declines (3.5%) were lower than peak declines (4.1%). • At Tomato Springs, weekend declines (2.4%) were lower than overall weekday declines (3.7%). • Orange Grove weekday off-peak declines (3.1%) were less than weekday peak declines (9.6%). The overall weekday decline was 5.2%. • Orange Grove transactions increased on weekends (1.9%). • Irvine Ranch transactions declined at a lower rate weekday off-peak (7.7%) than peak (10.8%). • Irvine Ranch weekend transactions increased by 0.2%. Overall weekday decline was 9.1%. • Windy Ridge was the only mainline with no toll rate increases. Transactions declined at a lower level during weekday off-peak(4.0%) versus weekday peak hours (12.7%). • Windy Ridge had an overall weekday transaction decline of 6.8% and a weekend increase of 02%. 55 Account Maintenance Fees were doubled in July 2009 from $1 to $2 per month per transponder that does not record at least $25 of tolls during the month. In March 2010 fee revenues increased by 102.9% to $811,389 from March 2009. This increase was slightly lower than the February 2009 to February 2010 increase of 103.2%. Fiscal year to date account maintenance fees totaled $7,167,201, an increase of 107.7% from the same period in FY2009 Violation revenue in March 2010 totaled $642,602, a decrease of 1.2% from March 2009. Year to date violation revenue in FY2010 is $5,283,328, an increase of 1.7% from the same period in FY2009. Violation fees were increased to $55.00 for the first notice from $47.50 in July 2009, an increase of 15.8%. Development Impact Fees (DIFs) for the first nine months of FY2010 totaled $2,352,000, an increase of 56.2% from $1,506,000 received during the first nine months of FY2009. DIFs for this fiscal year are budgeted to be $17 million, compared with $2,146,000 received during FY2009. DIFs received during the first nine months of FY2010 are 138.4% of the amount budgeted for the entire fiscal year. This could be a positive indicator regarding construction activity in that part of Orange County. Traffic on FIE was periodically impacted by a construction project which started in December, which likely had a negative impact on weekday peak revenues and the number of transactions at the Windy Ridge mainline and the other mainlines and this will continue until the project is completed in May: • A project to widen 91 Eastbound in the vicinity of State Route 241 is causing delays at the merger of 241 and SR 91 East. At certain peak travel times the delays can be significant. Occasional nighttime closures of the ramp connecting the two roads will occur, causing detours to SR 91 West. • There were also occasional closings of the connector between 1-5 northbound and SR 133, causing a detour. Attached Charts& Graphs • Unemployment in he US, California, Orange County and the 4 surrounding counties 7/2008 — 3/2010. • State Unemployment Data 3/2010 and highs and lows from the period 1976-2010 • US and California Labor Market Statistics (2/2010 and 3/2010) • California County Labor Force Data (3/2010) • SJH Catalina View Mainline Weekday Off-Peak, Weekday Peak and Weekend (3/09 & 3/10). • SJH Ramps for Weekday Off-Peak, Weekday Peak and Weekend (3/09 & 3/10). • F/E Mainlines for Weekday Off-Peak, Weekday Peak and Weekend (3/09 &3/10). • F/E Ramps for Weekday Off-Peak, Weekday Peak and Weekend (3/09 & 3/10). For anyone interested in greater detail, on the 0' drive under 'Traffic' and then 'Engineering', there are graphs for SJH and FIE systemwide, mainlines and ramp toll plazas. Most of the different locations are separated into weekday peak, weekday off-peak, weekend, cash and AVI. 56 c- JWO E— 0, L WS - J, G V 'Ii o QHn"(I cy Georm M. 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