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HomeMy WebLinkAbout2021-01-22 e-packet@5:00Friday, January 22, 2021 5:00 PM City of South San Francisco P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA TELECONFERENCE MEETING Special City Council Special Meeting Agenda January 22, 2021Special City Council Special Meeting Agenda TELECONFERENCE MEETING NOTICE THIS MEETING WILL BE CONDUCTED PURSUANT TO THE PROVISIONS OF THE GOVERNOR’S EXECUTIVE ORDERS N-29-20 AND N-63-20 ALLOWING FOR DEVIATION OF TELECONFERENCE RULES REQUIRED BY THE BROWN ACT & PURSUANT TO THE ORDER OF THE HEALTH OFFICER OF SAN MATEO COUNTY DATED MARCH 31, 2020 AS THIS MEETING IS NECESSARY SO THAT THE CITY CAN CONDUCT NECESSARY BUSINESS AND IS PERMITTED UNDER THE ORDER AS AN ESSENTIAL GOVERNMENTAL FUNCTION. The purpose of conducting the meeting as described in this notice is to provide the safest environment for staff and the public while allowing for public participation. Councilmembers Coleman and Nicolas, Vice Mayor Nagales and Mayor Addiego and essential City staff will participate via Teleconference. PURSUANT TO RALPH M. BROWN ACT, GOVERNMENT CODE SECTION 54953, ALL VOTES SHALL BE BY ROLL CALL DUE TO COUNCIL MEMBERS PARTICIPATING BY TELECONFERENCE. MEMBERS OF THE PUBLIC MAY VIEW A VIDEO BROADCAST OF THE MEETING BY: Internet: https://www.ssf.net/government/city-council/video-streaming-city-and-council-meetings/city-council Local cable channel: Astound, Channel 26 or Comcast, Channel 27 Or via Zoom: Please click on the link below to register for the session: https://ssf-net.zoom.us/webinar/register/WN_PSvMXVNqTjaO90eqEtlF2w After registering, you will receive a confirmation email containing information about joining the meeting. Please note that dialing in will only allow you to listen in on the meeting. To make a public comment during the Zoom meeting follow the instructions listed under Remote Public Comments. Page 2 City of South San Francisco Printed on 4/20/2021 January 22, 2021Special City Council Special Meeting Agenda Call to Order. Roll Call. Agenda Review. Remote Public Comments - comments are limited to items on the Special Meeting Agenda. Speakers are allowed to speak on items on the agenda for up to three minutes. If there appears to be a large number of speakers, speaking time may be reduced subject to the Mayor ’s discretion to limit the total amount of time for public comments (Gov. Code sec. 54954.3.(b)(1).). Comments that are not in compliance with the City Council's rules of decorum may be summarized for the record if they are in writing or muted if they are made live. Members of the public wishing to participate are encouraged to submit public comments in writing in advance of the meeting to e-mail: [email protected] by 2:00 p.m. on the meeting date. Emails received by the deadline will be forwarded to the City Council and read into the record by the City Clerk. Emails received after 2:00 p.m. will not be read during the meeting but will be entered into the record for the meeting. Approximately 300 words total can be read in three minutes. Oral Comments: Speakers are asked to register in advance by 2:00 p.m. on the meeting date via the Zoom platform, meeting information listed on the agenda. You will be asked to enter a name, an email address, and the Agenda item about which you wish to speak. Your email address will not be disclosed to the public. After registering, you will receive an email with instructions on how to connect to the meeting. When the City Clerk announces the item on which you wish to speak, your name will be called and you will be unmuted. No more than three minutes will be allocated to read each email comment, and oral comments will also be limited to no more than three minutes. State law prevents Council from taking action on any matter not on the agenda; your comments may be referred to staff for follow up. Page 3 City of South San Francisco Printed on 4/20/2021 January 22, 2021Special City Council Special Meeting Agenda ADMINISTRATIVE BUSINESS Council Appointment Interviews. (Rosa Govea Acosta, City Clerk)1. a. Interview Schedule: 5:00 p.m.: Vishalkumar (BJ) Patel 5:30 p.m.: Pradeep Gupta 6:00 p.m.: Krista Martinelli 6:30 p.m.: Steven Ponce-Ramirez 7:00 p.m.: Joshua Aguirre 7:30 p.m.: Alan N. Wong 8:00 p.m.: Michael Coutts 8:30 p.m.: Reynaldo Tanada Jr. * Further interviews will be heard on Tuesday, January 26, 2021. Adjournment. Page 4 City of South San Francisco Printed on 4/20/2021 City of South San Francisco Legislation Text P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA File #:21-32 Agenda Date:1/22/2021 Version:1 Item #:1. Council Appointment Interviews.(Rosa Govea Acosta, City Clerk) City of South San Francisco Printed on 1/20/2021Page 1 of 1 powered by Legistar™ Application for Appointment to the City Council Personal Information * Are you a registered voter in South San Francisco? Yes * Name Used on Voter Registration (Last, First, Middle) Vishalkumar s patel * Date of Birth ***** * District Area District 4 * Street Address ***** * City, State Zip California south san franci 94080 * Preferred Phone Number ***** * Email ***** * Current Employer and Occupation owner and developer for Home2 Suites by Hilton and Hampton Inn hotels, and Akshar Development Inc * Does your position require filing a Form 700 – Statement of Economic Interest? If yes, please attach a copy of the most recent filing. No Attachment **SKIPPED** Please list any nonprofit organizations for which you are an officer. Penninsula Gujrati Assosiation Questions directed by the City Council at its Regular Meeting of December 09, 2020: * What do you view as the greatest issue presently confronting the City Council of the City of South San Francisco? our current members are doing very good job for all in all growth of our city and lets make it even more stronger and appling to others * What in your background will best prepare you to function as an elected official? Im a leader in our company where we have over 100 employees and creating a environment where everyone feels like they are important and make the best out of everyone * What role do you believe local government should fulfill in people’s lives? give them the best place to leave and make it there home, Make sure they are heard, and show them we care. * If appointed, do you plan to run for city council in 2022? Yes Please include additional information and/or attach your resume. Page | 1 **SKIPPED** * By typing my name, I certify that, to the best of my knowledge, all statements in this application are complete and true. I agree and understand that any mis-statement of material fact will cause me to forfeit all rights to appointment to the City Council. Vishalkumar "BJ" Patel Once this form is submitted, you will receive a response from the Office of the City Clerk within three business days to provide you with information regarding the next steps. Please keep an eye out for this email. If you do not receive an email, please call us at (650) 877-8518. THIS FORM IS A PUBLIC RECORD, DISCLOSABLE PURSUANT TO GOVT. CODE 6250 ET SEQ. Page | 2 Application for Appointment to the City Council Personal Information * Are you a registered voter in South San Francisco? Yes * Name Used on Voter Registration (Last, First, Middle) GUPTA PRADEEP C * Date of Birth ***** * District Area District 1 * Street Address ***** * City, State Zip CA South San Francisco 94080 * Preferred Phone Number ***** * Email ***** * Current Employer and Occupation Retired * Does your position require filing a Form 700 – Statement of Economic Interest? If yes, please attach a copy of the most recent filing. No Attachment **SKIPPED** Please list any nonprofit organizations for which you are an officer. Director Emeritus, Peninsula Clean Energy Board. Questions directed by the City Council at its Regular Meeting of December 09, 2020: * What do you view as the greatest issue presently confronting the City Council of the City of South San Francisco? Change is happening, and fast. We need to better prepare our neighborhoods, and infrastructure for resilience to booms and busts of population and employment in a just and inclusive manner where everyone can participate, prosper, and reach their full potential. * What in your background will best prepare you to function as an elected official? I have the experience, knowledge and commitment to public service that are essential for serving on the Council. I have previously given generously my time and talents to our community through my 5-year service as a member of the South San Francisco City Council and SSF Planning Commission, , and I am a founding board member of the Peninsula Clean Energy, the entity which provides clean electricity to our homes and businesses in SSF. * What role do you believe local government should fulfill in people’s lives? Help them participate in local governance. Improve cost burden for housing and transportation for low-income residents. Protect community from environmental impacts such as emergency power outages, wild fires and sea level rise . Position South San Francisco for robust equitable economic growth for all habitants. * If appointed, do you plan to run for city council in 2022? Page | 1 No Please include additional information and/or attach your resume. Resume Pradeep Gupta.pdf * By typing my name, I certify that, to the best of my knowledge, all statements in this application are complete and true. I agree and understand that any mis-statement of material fact will cause me to forfeit all rights to appointment to the City Council. Pradeep C Gupta Once this form is submitted, you will receive a response from the Office of the City Clerk within three business days to provide you with information regarding the next steps. Please keep an eye out for this email. If you do not receive an email, please call us at (650) 877-8518. THIS FORM IS A PUBLIC RECORD, DISCLOSABLE PURSUANT TO GOVT. CODE 6250 ET SEQ. Page | 2 Pradeep C. Gupta, Ph.D. PUBLIC SERVICE EXPERIENCE Director Emeritus, Peninsula Clean Energy Board - (2015-Present) Peninsula Clean Energy is a community-controlled, not-for-profit, joint powers agency providing electricity to San Mateo County’s residential and business customers and offering many environmental and economic benefits. As a founding member of the PCE Board, I have been active in structuring policies on the issues of equity, technology and environmental stewardship. Councilmember, City of South San Francisco (2013- 2018) Mayor, City of South San Francisco (2017) One of the signature achievements was to build a coalition of SSF Biotech companies, South San Francisco Unified School District, Community College District and non-profit organizations to motivate underserved high school students and improve their workforce readiness for biotech careers. I also represented the city on regional agencies such as ABAG (see below), and the Resource Management and Climate Protection Committee of the CCAG. Planning Commission, South San Francisco (2008-2012) Concerned about the housing issues for low income residents in San Mateo County, I sought and was appointed to the SSF Planning Commission in 2008. A significant milestone reached during the 4-year tenure was the update of the SSF Land Use Zoning Map. Board Member, Association of Bay Area Governments (ABAG) (2013-2018) ABAG helps local governments absorb growth and adapt to change while addressing sustainability, resilience and equity issues. I was elected to its Board to be one of the two representatives of San Mateo County on ABAG Board. I was subsequently selected to chair the Regional Planning Committee, and Economic Development Subcommittee. President, Chestnut Estates Home Owners Association (2011-2016) EDUCATION • Ph.D., Electrical Engineering, Purdue University, Lafayette, Indiana, USA, June 1969. • MS, Electrical Engineering, Purdue University, Lafayette, Indiana, USA, January 1966 • B.Tech, Electrical Engineering, Indian Institute of Technology, Madras, April 1964. PROFESSIONAL AFFILIATIONS AND HONORS • Lifetime Senior Member of the Institute for Electrical and Electronics Engineers (IEEE) • Invited Guest of the National Academy of Sciences, USSR, 1988 • Member of the U.S. Delegation to the International Task Force on Utility Planning, IIASA, Vienna, Austria, June, 1987 Application for Appointment to the City Council Personal Information * Are you a registered voter in South San Francisco? Yes * Name Used on Voter Registration (Last, First, Middle) Krista Martinelli * Date of Birth ***** * District Area District 3 * Street Address ***** * City, State Zip CA South San Francisco 94080 * Preferred Phone Number ***** * Email ***** * Current Employer and Occupation IEP Collaborative, Inc., Attorney * Does your position require filing a Form 700 – Statement of Economic Interest? If yes, please attach a copy of the most recent filing. No Attachment **SKIPPED** Please list any nonprofit organizations for which you are an officer. IEP Collaborative, Inc. (CEO); Familias Tomando Accion (Director) Questions directed by the City Council at its Regular Meeting of December 09, 2020: * What do you view as the greatest issue presently confronting the City Council of the City of South San Francisco? State Regional Housing Needs Allocation (RHNA) compliance is one of the largest issues confronting the City. The issue is challenging because land is scarce, and infrastructure lags the required numbers. Managing the public's understanding of RHNA, the City’s role, and the state-related consequences of falling short might allow for enhanced community engagement and collaboration. The housing crisis’ impact on COVID-19 related inequities is also an urgent issue facing our City and region. * What in your background will best prepare you to function as an elected official? My experience as an attorney, service as our City’s elected City Clerk, service on the County Commission on Disabilities and my most important role as the mother of a child with special needs combine to prepare me for this appointed position. Each has taught that patient, sensitive, equitable and open-minded service to others is the greatest use of my ability to listen, synthesize alternative viewpoints and build consensus. * What role do you believe local government should fulfill in people’s lives? Local government serves as a listening post and connection to higher levels of government. It provides a voice for cities in the larger region by representing the needs of its residents through inter-government and interagency collaboration. As our region has been impacted by urban sprawl, this role cannot be understated. We must work with neighboring cities, our County and State to ensure policy implementation that meets residents' needs. The Pandemic underscores the urgency of collaboration. Page | 1 * If appointed, do you plan to run for city council in 2022? No Please include additional information and/or attach your resume. Resume and Bio.pdf * By typing my name, I certify that, to the best of my knowledge, all statements in this application are complete and true. I agree and understand that any mis-statement of material fact will cause me to forfeit all rights to appointment to the City Council. Krista Joy Martinelli Once this form is submitted, you will receive a response from the Office of the City Clerk within three business days to provide you with information regarding the next steps. Please keep an eye out for this email. If you do not receive an email, please call us at (650) 877-8518. THIS FORM IS A PUBLIC RECORD, DISCLOSABLE PURSUANT TO GOVT. CODE 6250 ET SEQ. Page | 2 Krista Joy Martinelli Page1 EDUCATION University of California Hastings College of the Law, San Francisco, CA Juris Doctorate 1995 – 1998 Cornell University, Ithaca NY Bachelor of Science, honors, Human Development and Family Studies 1991 – 1995 EXPERIENCE CEO/Managing Attorney IEP Collaborative, Inc., San Mateo, CA 94080 February 2019- current Provide free Legal Services to exceptional needs students and their families Manage Corporate Compliance Supervise employees and volunteers Commissioner San Mateo County Commission on Disabilities Member Youth and Family Committee February 2019- current Review and collaborate with fellow Commissioners on County Disability Policy Collaborate with regional bodies regarding Disability Policy Elected Official -City Clerk, City of South San Francisco 2007-2018 Elected Official operating in Department Head Capacity as a member of the City’s Executive Management Team: Manage and supervise Council legislative processes Draft legal notices Implement City’s Conflict of Interest Programs City Elections Official- Implement Municipal Elections, Candidate Filing Officer Fair Political Practices Commission Filing Officer Create community outreach strategies Organize community meetings and events Krista Joy Martinelli Page2 EXPERIENCE (Cont.) Developed and implement Electronic Records Management rules and procedures Draft City Council Handbook rules and policies Innovated budget saving mechanisms during economic downtown of 2008 Member of Strategic Planning Committee for Library Technology Innovation Committee Member Central Safety Committee Member- review safety compliance regulations Establish web-based agenda management and video streaming program for City Council, Successor Agency and Oversight Board meetings Implement and monitor California Brown Act, Public Records Act and Federal Freedom of Information Act (FOIA) compliance Pillsbury Winthrop, LLP, San Francisco, CA/Palo Alto, CA Senior Associate Attorney 2002-2007 Litigation Brobeck, Phleger & Harrison, San Francisco, CA/Palo Alto, CA Associate Attorney 1998-2002 Litigation Complex Civil Litigation Practice: including Securities, IP, Commercial, General Civil and Pro Bono Litigation: Defended clients in state and federal courts Drafted pleadings, motions and discovery documents Deposed witnesses Negotiated contracts and settlement agreements Argued legal motions in Court Evaluated findings and developed argument strategies for cases Collaborated with co-counsel on litigation strategies Government Regulation/Advice Policy Analysis/Process drafting Krista Joy Martinelli Page3 ORGANIZATIONS State Bar of California (current) Council of Parents, Attorneys and Advocates (COPAA) California League of Cities Administrative Services Policy Committee (former) California City Clerks Association Legislative Committee (former) Municipal Management Association of Northern California (former) California Women Lead (former) Junipero Serra Elementary School PTA- President; Historian (former) COURSES City Clerk’s New Law and Election Seminars Managing Overlapping Leave Laws and the Discipline Process FEMA ICS-300 Training and Certification Preventing Workplace Harassment, Discrimination and Retaliation AB 1234 Ethics Training Family and Medical Leave Training MCLE Marathons- Pillsbury Winthrop Corporate Governance in Distressed Companies Seminars Special Education Law and Advocacy seminars and MCLE programs PLI Pro Bono Litigation courses PUBLICATIONS Co-Author, "Survey of Ninth Circuit Law on Privacy and Related Claims Against the Media, published in 50-State Survey: Media Privacy and Related Law," Media Law Resource Center, 2004. Co-Author, "Survey: Current Developments in Media Libel Law," Media Law Resource Center, 2004. Co-Author of Chapter 36 "Obligations and Potential Liabilities of Attorneys in Public and Private Offerings" in Aspen Publisher Venture Capital Public Offering Negotiation (Third Edition), 2003. Co-Author, "Defending Securities Class Actions," Securities Litigation Reporter, volume 7 Krista Joy Martinelli Page4 numbers 5 and 6, August and September 1999. Co-Author, "The Role of the California Attorney General in Enforcing Civil Rights Statutes," Public Law Research Institute, 1998. "Conflict Resolution Programs in the Juvenile Justice System," Honors Thesis, Cornell University Archives, 1995. "A Cost Effectivity Analysis of the 1994 Democrat and Republican Proposals for National Health Care Reform," Cornell in Washington Thesis, Cornell University Archives, 1994. ACADEMIC HONORS AND AFFILIATIONS: American Jurisprudence Awards: Criminal Law and Moot Court, CALI Award for work in Critical Race Theory, Moot Court Board Member, Cornell University Dean's List 1992- 1995 (partial listing) Krista Joy Martinelli Page5 Krista’s Bio In late 2018, Krista completed her term as City Clerk in South San Francisco and returned to the legal profession as a Special Education Attorney. She is mother to 4 beautiful children and has over 20 years of experience in legal and government affairs. Together with a talented Board, she launched IEP Collaborative, Inc. in January 2019. IEP Collaborative aims to secure inclusive special education programming for California’s exceptional needs students and attain grade-level measured Individualized Education Plans (IEPs) for those it is privileged to advise. Krista’s service is inspired by her son and his accomplishments in school pursuant to his IEP. Commensurate with his 2009 entre to the special education process, she began applying her legal training to impact his IEP and became an advocate for inclusion in local schools. She pursues continuing legal education in special education and school law and has collaborated with educators on education policies as PTA President at her son’s elementary school. Krista’s personal experience with special education concerns, combined with nearly 10 years of experience as a litigator, followed by 11 years of service as a local elected official, uniquely prepared her for special education advocacy and litigation. As a Senior Associate at Brobeck, Phleger and Harrison and Pillsbury Winthrop in Silicon Valley and San Francisco she practiced before government regulatory bodies and litigated in state and federal courts. Her legal experience includes drafting pleadings, motions and discovery documents, taking depositions, arguing motions in court, developing all phases of litigation strategy and negotiating settlement agreements. Krista’s most recent experience as the elected City Clerk in the City of South San Francisco sharpened her policy analysis, community building and advocacy skills. She managed the Office through a tripling of compliance obligations while maintaining transparency and keeping the public informed pursuant to California’s Brown Act. Krista also served on the League of California Cities’ Administrative Policy Committee lobbying before the State legislature. Her dedication to open communication compliments her litigation and legislative advocacy skills and is essential to her efforts to build collaborative relationships between teachers, school administrators and parents throughout all phases of the IEP process. Krista Joy Martinelli Page6 Krista holds a BS with honors in Human Development and Family Studies from Cornell University, NY (1995) and a JD from the University of California Hastings College of the Law, CA (1998). She is a member of the State Bar of California (CA SBN 197461) and a member of the Council of Parents, Attorneys and Advocates (COPAA). Submission #726929 IP Address 76.126.249.114 Submission Recorded On 01/15/2021 9:55 AM Time to Take Survey 7 minutes, 24 seconds Page 1 Application for Appointment to the City Council Personal Information *Are you a registered voter in South San Francisco? Yes * Ponce-Ramirez, Steven , Peter * * District 3 *Street Address *City, State Zip South San Francisco CA 94080 * * * Embassy Suites by Hilton, Front Office Supervisor *Does your position require filing a Form 700 – Statement of Economic Interest? If yes, please attach a copy of the most recent filing. No Attachment **SKIPPED** **SKIPPED** Questions directed by the City Council at its Regular Meeting of December 09, 2020: * The greatest issue that is currently being presented in the city at the money is econimic desparity, This situation has been occuring even before the present day pandemic. People need help and desperatly. We need to make sure that the kids of the city do not go hungry each night. That parents do no worry about getting kicked out the next day for not paying the extremely high rent prices they can barely afford in the first place. As a city leader we need to lead, listen, and provide solutions. * Coming from a single parent, low income family I know the struggles of many of our families especially in the Latin communities. In the council there is currently no latino representation. As a 2018 candidate I was able to meet and get to know many of the families who supported me. They were excited to possibly see someone who looks like them, understood them, and spoke like them to possibly take office and be that voice that has been missing for so long, To me 2018 was not a loss but a step. * Local government should be like it sounds. Local not run my national corporations. It is time that city officials stop being held hostage by nation wide corporations and corporate greed. We need to break away from serving and being slaves to big business and actually serve and listen to our real employers, the residents of south san francisco. We need to remember that we do not just serve registers voters but all those, undocumented or not,who chose south city as their homes and help our economy *If appointed, do you plan to run for city council in 2022? Yes Please include additional information and/or attach your resume. Name Used on Voter Registration (Last, First, Middle) Date of Birth District Area Preferred Phone Number Email Current Employer and Occupation Please list any nonprofit organizations for which you are an officer. What do you view as the greatest issue presently confronting the City Council of the City of South San Francisco? What in your background will best prepare you to function as an elected official? What role do you believe local government should fulfill in people’s lives? Resume 2021.docx * Steven Ponce-Ramirez Once this form is submitted, you will receive a response from the Office of the City Clerk within three business days to provide you with information regarding the next steps. Please keep an eye out for this email. If you do not receive an email, please call us at (650) 877-8518. THIS FORM IS A PUBLIC RECORD, DISCLOSABLE PURSUANT TO GOVT. CODE 6250 ET SEQ. By typing my name, I certify that, to the best of my knowledge, all statements in this application are complete and true. I agree and understand that any mis-statement of material fact will cause me to forfeit all rights to appointment to the City Council. Steven Ponce-Ramirez South San Francisco, CA 94080 Email: – Work phone: Authorized to work in the United States for any employer WORK EXPERIENCE T-Mobile T-Mobile – San Mateo, CA – May 2020 to present Retail Mobile Expert May 2020 – present One of the many faces of the T-Mobile company I set the tone for current and potential customers. We make sure that all our customers come into our store expecting a certain outcome but leaving with exceptional service and amazing customer service. We work to meet and exceed our sales goals places on us by our managers. We help by providing best solutions and recommendations for our customers based on their needs for a phone plan or device. I also help with trouble shooting and providing diagnostics to help customers with any phone issues they may have. I also provide knowledge of the always changing promotions and pricing that the company is always throwing at us and the customers. Embassy Suites Burlingame (Hotel) Embassy Suites Burlingame - Burlingame, CA - April 2015 to current PBX Telephone Operator April 2015 to February 2016 Responsibilities: As a PBX telephone operator I was responsible for answering and incoming and in-house calls that were transferred from inside or into the hotel. I was also responsible to relay messages to guest room and hotel employees when needed as well as responsible for conducting a daily call around to check and see which hotels had rooms in the area. Front Desk Agent February 2016 to May 2017 Responsibilities: At the Embassy Suites waterfront hotel, I was responsible for welcoming all guest as well as checking in and checking out guest. Would also receive and complete all guest request. Responsible for receiving payment for rooms as well as answer all guest questions in a timely matter. Also trained and qualified in Night Audit process as well as supervisor responsibilities Front Office Supervisor May 2017 to Present : Responsibilities: Monitor and control lobby traffic. Assign daily task to front desk agents. Cover needed breaks and lunches. Resolve all guest issues in a timely and effective matter. Check room inventory and monitor guest bookings. During this position I was also sent to an out of state training conducted by Hilton Hotels called the Front Office Academy held in New York which informed us on better ways to be a successful leader and mentor to our front office teams. Reservations Coordinator July 2019 to present: Responsibilities: Monitor and input all group, transient, and group reservations that come through the hotel. Maintain constant communication with group leaders as well as oversee payment for groups and events. Register all changes on Salesforce Delphi database as well as oversee hotel inventory and rates on OnQ property management systems. Skills Used Ability to work in a fast paced environment. Communication Skills. Problem Solving Skills Work in a team environment. Multilingual Team management The Inn at Oyster Point (Hotel) The Inn at Oyster Point – South San Francisco – November 2014 to May 2015 Sales and Catering Coordinator November 2014 to May 2015 Responsibilities: work within a hotel's marketing and events department, supporting and coordinating the booking of hotel facilities, organizing with other hotel departments when it comes to events, assist sales and catering managers with task. Answer all phone calls and emails when it came to event and hotel inquires. Reach out to interested clients that had interest on booking hotel. Kobe Sake Sushi Bar (Restaurant) Kobe Sake Sushi Bar - San Bruno, CA - June 2013 to November 2014 Kitchen Staff June 2013 to November 2014 Responsibilities While I was at this job I would preform the task of washing dishes, cutting and preparing food for service, busing and cleaning tables, cashier, closing the register, and also taking inventory of food. Skills Used Ability to work in a fast paced environment. Communication Skills. Money Counting. Improved Cooking Skills Work in a team environment INTERNSHIP OPPORTUNITIES Fairmont Hotels and Resorts Fairmont Hotel – San Francisco, CA – June 2015 to August 2015 Sales Intern June 2015 to August 2015 Responsibilities: 3-month summer internship that worked with director of sales as well with catering and conference managers to book events and create more operations to generate revenue for the hotel. Also assist director of sales and ownership group to create and revise forecast for hotel as well as assist in overseeing ABR and BAR rates for transient and groups. Communicate with accounting department regarding budget forecasting and revenue. PERSONAL 2018 South San Francisco City Council Candidate August 2018 – November 2018 Responsibilities: During these months I was working to make sure the voices of my cities residents were being heard by those in city hall. During this time we organized meet and greet around south san Francisco getting to meet the citizens and their needs. We were able to register a record number of 896 people for the November election as well as fundraise roughly 6,000 in donations. We were also able to increase the number of first time voters and although we did not win we received roughly 3500 votes. EDUCATION Criminal Justice Major and Philosophy Major San Francisco State University - San Francisco, CA 2014 to Current, Year of graduation 2021 SKILLS/QUALIFICATIONS Proficient in Microsoft PowerPoint, Proficient in Microsoft Word, Proficient in Microsoft Excel, and Microsoft outlook. Fluent in both Spanish and English, great communications skills, can read and write in both Spanish and English, accounting experience, ability to multitask, organized, problem resolution, food service skills, open availability, office setting experience, ability to operate basic office tools, schedule creating ability, telephone and email experience. AWARDS Embassy Suites Team Member of the month May 2016 October 2016 February 2017 March 2019 March 2020 Hilton Value Award: Teamwork Category 2016 and 2017 Recipient of the Hilton Value Teamwork Category Member of the year. This award is given to the team member who showed the most teamwork values in 2016 and 2017 City Counsil(10).pdf * Joshua Aguirre Once this form is submitted, you will receive a response from the Office of the City Clerk within three business days to provide you with information regarding the next steps. Please keep an eye out for this email. If you do not receive an email, please call us at (650) 877-8518. THIS FORM IS A PUBLIC RECORD, DISCLOSABLE PURSUANT TO GOVT. CODE 6250 ET SEQ. By typing my name, I certify that, to the best of my knowledge, all statements in this application are complete and true. I agree and understand that any mis-statement of material fact will cause me to forfeit all rights to appointment to the City Council. Dear South San Francisco, Thank you for your dedication to providing a full range of services to the community. I would like to be considered as a candidate for the city council position that is vacant for 2021. I have spent my career in housing services in the Bay Area and as a resident of South San Francisco I care about the focus population. It would be exciting to learn more about your innovative approach to supporting the growth of the industrial city. I would be putting my experience in homeless outreach, supported housing services, strategic planning, and problem-solving to use in an impactful way. I am a Veteran of the United States Navy and a proud South San Francisco Native. I recently completed the master’s in public administration program at the University of San Francisco where I focused my time in getting a better understanding of program management, leadership, and public policy so that I could better fortify my skills in local government and development. Thank you for your time, Joshua Aguirre, MPA Application for Appointment to the City Council Personal Information * Are you a registered voter in South San Francisco? Yes * Name Used on Voter Registration (Last, First, Middle) Wong, Alan N * Date of Birth ***** * District Area District 5 * Street Address ***** * City, State Zip South San Francisco CA 94080 * Preferred Phone Number ***** * Email ***** * Current Employer and Occupation Merrill Lynch - Financial Services * Does your position require filing a Form 700 – Statement of Economic Interest? If yes, please attach a copy of the most recent filing. No Attachment Alan Wong Resume.pdf Please list any nonprofit organizations for which you are an officer. Chartered Financial Analyst Society of San Francisco (CFASF) - Board of Director President Questions directed by the City Council at its Regular Meeting of December 09, 2020: * What do you view as the greatest issue presently confronting the City Council of the City of South San Francisco? Housing and traffic have already been well documented as important issues for the city. However, I believe the pandemic has brought other important concerns. One of them being how local small businesses have been impacted and the risk of larger companies downsizing to accommodate work from home policies or moving out of SSF to lower cost areas. We saw Oracle do this in RWC. These businesses help our local economy and provide funding for various city programs and we must work to keep them here * What in your background will best prepare you to function as an elected official? I believe I have a good balance of institutional knowledge being on the Planning Commission the past 7 years along with a strong sense of our city’s future by being actively involved in shaping the 20 year General Plan on the Community Advisory Committee. On PC, I’ve been honored to serve both Chair and Vice Chair twice, and was on the Housing Subcommittee which has given me a deep understanding of our city’s development projects and ordinances. * What role do you believe local government should fulfill in people’s lives? At a high level, the role of local government is to improve the lives of its community. This should be done by effectively communicating with residents, weighing differing solutions, and setting clear policies through deliberation. More directly, Councilmembers need to listen to it’s constituents concerns and create solutions. I think having Page | 1 foresight for the long term good of the city is important to help create guiding principles for the city to follow. * If appointed, do you plan to run for city council in 2022? No Please include additional information and/or attach your resume. Alan Wong Application.pdf * By typing my name, I certify that, to the best of my knowledge, all statements in this application are complete and true. I agree and understand that any mis-statement of material fact will cause me to forfeit all rights to appointment to the City Council. Alan Wong Once this form is submitted, you will receive a response from the Office of the City Clerk within three business days to provide you with information regarding the next steps. Please keep an eye out for this email. If you do not receive an email, please call us at (650) 877-8518. THIS FORM IS A PUBLIC RECORD, DISCLOSABLE PURSUANT TO GOVT. CODE 6250 ET SEQ. Page | 2 Alan Wong, CFA What do you view as the greatest issue presently confronting the City Council of the City of South San Francisco ? Housing and traffic have already been well documented as important issues for the city . However, I believe the pandemic has brought other important concerns . One of the m being how local small businesses have been impacted and the risk of large r companies downsizing to accommodate work from home policies or moving out of SSF to lower cost areas . We saw Oracle do this in RWC . These businesses help our local economy and provide funding for various city programs and we must work to keep them here. Additionally, I think internet access and public Wi-Fi needs to be more accessible across the city and we shoul d make a larger capital investment in this . Our reliance on the internet will only grow in the future and access should be available for those who need it whether for schooling or other services . Public -private partnerships could be looked at to help accomplish t his . Having two young kids , especially during the pandemic, I realize how impo rtant childcare is. We need to accommodate a larger num ber of childcare services even beyond the current plans for the new site to help bring down the long waitlist. What in your background will best prepare you to function as an elected official ? I believe I have a good balan ce of institutional knowledge being on the Planning Commission the p ast 7 years along with a strong sense of our city’s fut ure by being actively involved i n shaping the 20 year General Plan on the Community Advisory Committee. On PC, I ’ve been honored to serve both Chair and Vice Chair twice , and was on the Housing Subcommittee which has given me a deep understanding of our city ’s development projects and ordinances . I also have experience working on a nonprofit organization as I ’m currently President of the Board of Director s for the Chartered Financial Analyst (CFA) of San Francisco . In this role we set policies and strategies for the o rganization similar to what a Council does for a City. I believe being a ctively involved in the community is important and have participated in the SSF Citizen ’s A cademy, CERT training, and other communi ty groups. Since t he appointee will be filling the two year term, whoever is selected should be able to contribute right away and I believe I have the background to do so and already know many members of staff . Alan Wong, CFA What role do you believe local government should fulfill in people’s lives ? At a high level, the role of local government is to improve the lives of its community. This should be done by effectively communicating with residents, weighing differing solutions, and setting clear policies through deliberation. More directly, Council members need to listen to it’s constituents concerns and create solutions. I think having foresight for the long term good of the city is important to help create guiding principles for the city to follow. I remember when I was younger meeting the Mayor of my local city. That had a big influence on me in a positive way and made me want to be more active in my community. It’s important to remember the role we play to helping our younger generation and interacting with them is critical. Alan Wong, CFA EDUCATION CFA Charterholder – Professional designation in the financial field that requires passing three levels of test University of California, Berkeley  Double majored in Economics and Political Science, minored in Education Junipero Serra High School, San Mateo VOLUNTEER ORGANIZATIONS Charterd Financial Analyst Society of San Francisco July 2014-Present Board of Directors – Current President  Also served as Vice President last year and Secretary the year before  Develop strategies to further education, thought leadership, and professional development in the SF Bay Area investment industry for an organization that has of 3600 members  Was part of Governance Committee to help create best practices for a nonprofit professional Board  Helped developed 3 year strategic plan with short, medium, and long term goals City of South San Francisco Planning Commission Mar 2013-Present Current Chair  Have served as Chair twice and Vice Chair twice  Makes recommendation to the City Council as to the orderly, physical growth, and development of the community  Was a member of the Housing Subcommittee that reviewed and provided input on development projects  Actively participates in the General Plan Community Advisory Committee as an alternate to help guide the future vision of South San Francisco Previous Organizations - Rotary International, Pi Kappa Phi Fraternity, SSF Citizens Academy, CERT training, and Alpha Phi Omega service fraternity EXPERIENCE Merrill Lynch Wealth Management: Jun 2014 - Present Vice President -Wealth Management Advisor  Manage wealth for individuals, families, and small businesses.  Leads team to deliver exceptional customer service utilizing firm resources  Listens to clients to help develop personalized financial plans  Develop investment portfolios tailored to client’s goals and risk appetite Merrill Lynch - Private Banking and Investment Group: Oct 2006 – Jun 2014 Senior Financial Analyst  Corresponded with client’s advisors (accountants, estate planners, family offices, etc) to gather relevant information and deliver customized solutions  Created detailed reports to reflect client’s performance returns, values, holdings, and risk measures  Analyzed various investment vehicles and hedging solutions Morgan Stanley - Private Wealth Management: Mar 2004 – Oct 2006  Frequently communicated with clients to provide high degree of personal service.  Created operational efficiencies that helped provide institutional OTC products to Private Clients INTEREST Bay Area sports, Traveling, Ironman Triathlon & Marathons, and Barbequing Leaving Office: Date Left // (Check one circle.) The period covered is January 1, 2019, through the date of leaving office. The period covered is //, through the date of leaving office. Annual: The period covered is January 1, 2019, through December 31, 2019. The period covered is //, through December 31, 2019. Statement of economic intereStS cover Page A PubliC DoCument I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete. I acknowledge this is a public document. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date Signed (month, day, year) 3.Type of Statement (Check at least one box) State Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) (Statewide Jurisdiction) Multi-County County of City of Other 2.Jurisdiction of Office (Check at least one box) Candidate: Date of Election and office sought, if different than Part 1: Assuming Office: Date assumed // Date Initial Filing Received Filing Official Use Only Please type or print in ink. 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM Agency Name (Do not use acronyms) Division, board, Department, District, if applicable Your Position 1. Office, Agency, or Court name of filer (laSt) (firSt) (middle) MAiLiNg ADDRESS STREET CiTY STATE ZiP CODE ( ) DAYTiME TELEPhONE NuMbER EMAiL ADDRESS (business or Agency Address Recommended - Public Document) Signature (File the originally signed paper statement with your filing official.) 5.Verification ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: Position: -or- -or- None - no reportable interests on any schedule 4.Schedule Summary (must complete) Schedules attached Schedule A-1 - investments – schedule attached Schedule A-2 - investments – schedule attached Schedule B - Real Property – schedule attached ►Total number of pages including this cover page: -or- Schedule C - income, loans, & business Positions – schedule attached Schedule D - Income – Gifts – schedule attached Schedule E - Income – Gifts – Travel Payments – schedule attached FPPC Form 700 - Cover Page (2019/2020) [email protected] • 866-275-3772 • www.fppc.ca.gov Page - 5 Wong Alan N City of South San Francisco Planning Commission Commissioner South San Francisco 7 [email protected] 03/29/2020 10:07 AM Filed Date: 03/29/2020 10:07 AM SAN: 121900272-STH-0272 IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED 19 19 19 19 1919 191919 Name ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS Comments: SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Investments must be itemized. Do not attach brokerage or financial statements. 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 19 NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) 1919 FPPC Form 700 - Schedule A-1 (2019/2020) [email protected] • 866-275-3772 • www.fppc.ca.gov Page - 7 Alan Wong Bank of America Financial Services 19 19 Berkshire Hathaway Conglomerate 19 19 Cheveron Corp Oil Company 19 19 Disney Co Media Business 19 19 EP Energy Corp Oil Services 19 19 Facebook Social Media 19 19 IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED 19 19 19 19 1919 191919 Name ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS Comments: SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Investments must be itemized. Do not attach brokerage or financial statements. 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 19 NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) 1919 FPPC Form 700 - Schedule A-1 (2019/2020) [email protected] • 866-275-3772 • www.fppc.ca.gov Page - 7 Alan Wong FOMO Eats LLC Restaurant Business 19 19 General Electric Conglomerate 19 19 Goldman Sachs Financial Services 19 19 Google Internet Company 19 19 Netflix Media Business 19 19 Valero Energy Corp Oil Company 19 19 IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED 19 19 19 19 1919 191919 Name ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS ► NAME OF BuSINESS ENTITY GENERAL DESCRIPTION OF THIS BuSINESS Comments: SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Investments must be itemized. Do not attach brokerage or financial statements. 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 19 NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATuRE OF INvESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) 1919 FPPC Form 700 - Schedule A-1 (2019/2020) [email protected] • 866-275-3772 • www.fppc.ca.gov Page - 7 Alan Wong Apple Inc Consumer Technology 04 08 19 19 19 19 19 19 Paypal Inc Financial Payments 03 15 19 19 19 19 19 19 Apple was purchased on 1/27/16 and rose above $2k on 4/8/19. Paypal was purchased on 8/24/18 and rose above $2k on 3/15/19. The latter dates for each are listed above IF APPLICABLE, LIST DATE: // // ACquIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACquIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACquIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACquIRED DISPOSED 19 19 19 1919 19 SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) Comments: Name Address (Business Address Acceptable) Name Address (Business Address Acceptable) FAIR MARkET vALuE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 GENERAL DESCRIPTION OF THIS BuSINESS GENERAL DESCRIPTION OF THIS BuSINESS INvESTMENT REAL PROPERTY Name of Business Entity, if Investment, or Assessor’s Parcel Number or Street Address of Real Property Description of Business Activity or City or Other Precise Location of Real Property INvESTMENT REAL PROPERTY Name of Business Entity, if Investment, or Assessor’s Parcel Number or Street Address of Real Property Description of Business Activity or City or Other Precise Location of Real Property ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST Check one Trust, go to 2 Business Entity, complete the box, then go to 2 Check one Trust, go to 2 Business Entity, complete the box, then go to 2 ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) Name 700 Check one box:Check one box: YOuR BuSINESS POSITION YOuR BuSINESS POSITION FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 $0 - $499 $500 - $1,000 $1,001 - $10,000 $0 - $499 $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OvER $100,000 $10,001 - $100,000 OvER $100,000 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM ► 1. BUSINESS ENTITY OR TRUST ► 1. BUSINESS ENTITY OR TRUST NATuRE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Check box if additional schedules reporting investments or real property are attached Yrs. remaining NATuRE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Check box if additional schedules reporting investments or real property are attached Yrs. remaining 19 19 Other NATuRE OF INvESTMENT Partnership Sole Proprietorship Other NATuRE OF INvESTMENT Partnership Sole Proprietorship None Noneor or Names listed below Names listed below ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) FPPC Form 700 - Schedule A-2 (2019/2020) [email protected] • 866-275-3772 • www.fppc.ca.gov Page - 9 Alan Wong Alan Wong 101 California St, STE 2575 Financial Services 19 19 Employee Financial Advisor Merrill Lynch 19 19 19 19 19 19 NAME OF LENDER* ADDRESS (Business Address Acceptable) BuSINESS ACTIvITY, IF ANY, OF LENDER IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED IF APPLICABLE, LIST DATE: //// ACquIRED DISPOSED 19 1919 19 SCHEDULE B Interests in Real Property (Including Rental Income) Name ► ASSESSOR’S PARCEL NuMBER OR STREET ADDRESS ► ASSESSOR’S PARCEL NuMBER OR STREET ADDRESS CITY CITY INTEREST RATE TERM (Months/Years) % None SOuRCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. SOuRCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. NATuRE OF INTEREST Ownership/Deed of Trust Easement Leasehold Yrs. remaining Other NATuRE OF INTEREST Ownership/Deed of Trust Easement Leasehold Yrs. remaining Other Comments: FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARkET vALuE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 IF RENTAL PROPERTY, GROSS INCOME RECEIvED OvER $100,000 $500 - $1,000 $0 - $499 $1,001 - $10,000 $10,001 - $100,000 IF RENTAL PROPERTY, GROSS INCOME RECEIvED OvER $100,000 $500 - $1,000 $0 - $499 $1,001 - $10,000 $10,001 - $100,000 HIGHEST BALANCE DuRING REPORTING PERIOD Guarantor, if applicable OvER $100,000 $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM NAME OF LENDER* ADDRESS (Business Address Acceptable) BuSINESS ACTIvITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) % None Guarantor, if applicable HIGHEST BALANCE DuRING REPORTING PERIOD OvER $100,000 $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 *You are not required to report loans from a commercial lending institution made in the lender’s regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender’s regular course of business must be disclosed as follows: None None FPPC Form 700 - Schedule B (2019/2020) [email protected] • 866-275-3772 • www.fppc.ca.gov Page - 11 Alan Wong APN 007690340 South San Francisco, CA 94080 19 19 19 19 (Real property, car, boat, etc.)(Real property, car, boat, etc.) SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) GROSS INCOME RECEIvED No Income - Business Position Only No Income - Business Position OnlyGROSS INCOME RECEIvED Name OvER $100,000 OvER $100,000 $500 - $1,000 $500 - $1,000 $1,001 - $10,000 $1,001 - $10,000 $10,001 - $100,000 $10,001 - $100,000 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM ► 1. INCOME RECEIVED NAME OF SOuRCE OF INCOME ADDRESS (Business Address Acceptable) BuSINESS ACTIvITY, IF ANY, OF SOuRCE YOuR BuSINESS POSITION ► 1. INCOME RECEIVED NAME OF SOuRCE OF INCOME ADDRESS (Business Address Acceptable) BuSINESS ACTIvITY, IF ANY, OF SOuRCE YOuR BuSINESS POSITION NAME OF LENDER* ADDRESS (Business Address Acceptable) BuSINESS ACTIvITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) % None HIGHEST BALANCE DuRING REPORTING PERIOD $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OvER $100,000 Comments: ► 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD * You are not required to report loans from a commercial lending institution, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender’s regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender’s regular course of business must be disclosed as follows: SECuRITY FOR LOAN None Personal residence Real Property Guarantor Other Street address City (Describe) CONSIDERATION FOR WHICH INCOME WAS RECEIvED Salary Spouse’s or registered domestic partner’s income (For self-employed use Schedule A-2.) Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of Other CONSIDERATION FOR WHICH INCOME WAS RECEIvED Salary Spouse’s or registered domestic partner’s income (For self-employed use Schedule A-2.) Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of Other (Describe)(Describe) (Describe)(Describe) Rental Income, list each source of $10,000 or more Rental Income, list each source of $10,000 or moreCommission or Commission or Loan repayment Loan repayment FPPC Form 700 - Schedule C (2019/2020) [email protected] • 866-275-3772 • www.fppc.ca.gov Page - 13 Alan Wong GAP Inc 2 Folsom St, San Francisco CA 94105 Clothing Retailer Benefits Analyst Merrill Lynch 101 California St. # 2575, San Francisco, CA 94111 Financial Services Financial Advisor Application for Appointment to the City Council Personal Information * Are you a registered voter in South San Francisco? Yes * Name Used on Voter Registration (Last, First, Middle) Tanada Jr., Reynaldo Veras * Date of Birth * District Area District 2 * Street Address * City, State Zip South San Francisco CA 94080 * Preferred Phone Number * Email * Current Employer and Occupation LexisNexis; DevOps Engineer * Does your position require filing a Form 700 – Statement of Economic Interest? If yes, please attach a copy of the most recent filing. Yes Attachment form-700_rey-tanada.pdf Please list any nonprofit organizations for which you are an officer. **SKIPPED** Questions directed by the City Council at its Regular Meeting of December 09, 2020: * What do you view as the greatest issue presently confronting the City Council of the City of South San Francisco? The greatest issue confronting the City Council is housing. We need to balance preservation of the city's character with the need to provide housing options for our residents. Many of us who have grown up here cannot afford to stay in this amazing city. This requires effort to identify potential housing developments as well as providing world class pipelines into our core industries (e.g. biotech). We need to make sure the people who invest their soul in our city can find a way to stay. * What in your background will best prepare you to function as an elected official? I served as Mock City Council Mayor back in 2008 while attending South City High. In all seriousness, I grew up here. I can't claim to know what life is like for every single South Citian but I believe I know what affects most of us. And that is what would make me an effective advocate for the South City resident that isn't just here for a job, but the ones that are here to put down roots. I would like to use my experience in tech to create partnerships industry partnerships with our schools. * What role do you believe local government should fulfill in people’s lives? Local government exists to solve coordination failures between private enterprise and the public good. Ideally, we have a well (not over or under) regulated market that allows efficient allocation of resources. Unfortunately in the real world, we know this doesn't always happen and we settle into local optima under suboptimal conditions. We settle for what we think is inevitable rather than fight for what is possible (e.g. housing, jobs). Local government can help implement public's vision. Page | 1 * If appointed, do you plan to run for city council in 2022? Yes Please include additional information and/or attach your resume. Rey_Tanada_Resume.pdf * By typing my name, I certify that, to the best of my knowledge, all statements in this application are complete and true. I agree and understand that any mis-statement of material fact will cause me to forfeit all rights to appointment to the City Council. Reynaldo Veras Tanada, Jr. Once this form is submitted, you will receive a response from the Office of the City Clerk within three business days to provide you with information regarding the next steps. Please keep an eye out for this email. If you do not receive an email, please call us at (650) 877-8518. THIS FORM IS A PUBLIC RECORD, DISCLOSABLE PURSUANT TO GOVT. CODE 6250 ET SEQ. Page | 2 Reynaldo Tanada DevOps Engineer Systems / DevOps Engineer with experience in ETL data pipelines, site reliability, and cloud infrastructure management. Interested in DevSecOps, data engineering + science, real-time data systems infrastructure, and people operations. Firm believer in Happiness Engineering! Skills Cloud Computing & Infrastructure (AWS) Docker Python Scala Kubernetes Work History 2017-06 - Current Systems Engineer LexisNexis, San Francisco, California Designed and implemented system security and data assurance. Completed technical reviews of existing systems and suggested updates or changes Managed and monitored all installed systems for highest level of availability. Installed, configured, tested and maintained operating systems, application software and system management tools. 2014-11 - Current DevOps Engineer Ravel Law, San Francisco, California Modified code and supported batch data processing in ETL pipeline systems on AWS cloud. Monitored automated build and continuous software integration process to drive build/release failure resolution. Implemented security hardening across cloud infrastructure in accordance with corporate information security department compliance requirements and InfoSec industry best practices Education 2010-09 - 2013-06 Bachelor of Arts: Economics University of California, Davis - Davis Certifications 2017-08 AWS Solutions Architect Associate 2020-03 AWS DevOps Engineer Professional South San Francisco,CA, 94080 https://www.linkedin.com/in/reynaldo- tanada/ Schedule C - Income, Loans, & Business Positions – schedule attached Schedule D - Income – Gifts – schedule attached Schedule E - Income – Gifts – Travel Payments – schedule attached Leaving Office: Date Left // (Check one circle.) The period covered is January 1, 20202020, through the date of leaving office. The period covered is //, through the date of leaving office. Annual: The period covered is January 1, 2020,2020, through December 31, 20202020. The period covered is //, through December 31, 20202020. STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete. I acknowledge this is a public document. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date Signed (month, day, year) 3. Type of Statement (Check at least one box) State Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) (Statewide Jurisdiction) Multi-County County of City of Other 2. Jurisdiction of Office (Check at least one box) Candidate: Date of Election and office sought, if different than Part 1: Assuming Office: Date assumed // Date Initial Filing Received Filing Official Use Only Please type or print in ink. 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM Agency Name (Do not use acronyms) Division, Board, Department, District, if applicable Your Position 1. Office, Agency, or Court NAME OF FILER (LAST) (FIRST) (MIDDLE) MAILING ADDRESS STREET CITY STATE ZIP CODE ( ) DAYTIME TELEPHONE NUMBER EMAIL ADDRESS (Business or Agency Address Recommended - Public Document) Signature (File the originally signed paper statement with your filing official.) 5. Verification ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: Position: -or- -or- None - No reportable interests on any schedule 4. Schedule Summary (must complete) Schedules attached Schedule A-1 - Investments – schedule attached Schedule A-2 - Investments – schedule attached Schedule B - Real Property – schedule attached ► Total number of pages including this cover page: -or- FPPC Form 700 - Cover Page (2020/2021) [email protected] • 866-275-3772 • www.fppc.ca.gov Page - 5 Tanada Reynaldo Veras City of South San Francisco City Council City Councilmember South San Francisco By Appointment South San Francisco CA 94080 01/15/2021 SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Investments must be itemized. Do not attach brokerage or financial statements. IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED 20 20 20 20 2020 202020 Name ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS Comments: 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 20 NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) 2020 FPPC Form 700 - Schedule A-1 (2020/2021) [email protected] • 866-275-3772 • www.fppc.ca.gov Page - 7 Reynaldo Veras Tanada, Jr. AirBnb Vacation Rental Marketplace Just started Tanada LLC last year SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) NATURE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Check box if additional schedules reporting investments or real property are attached Yrs. remaining Other NATURE OF INVESTMENT Partnership Sole Proprietorship IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED 20 20 20 2020 20 Comments: Name Address (Business Address Acceptable) Name Address (Business Address Acceptable) FAIR MARKET VALUE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS INVESTMENT REAL PROPERTY Name of Business Entity, if Investment, or Assessor’s Parcel Number or Street Address of Real Property Description of Business Activity or City or Other Precise Location of Real Property INVESTMENT REAL PROPERTY Name of Business Entity, if Investment, or Assessor’s Parcel Number or Street Address of Real Property Description of Business Activity or City or Other Precise Location of Real Property ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST Check one Trust, go to 2 Business Entity, complete the box, then go to 2 Check one Trust, go to 2 Business Entity, complete the box, then go to 2 ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) Name 700 Check one box:Check one box: YOUR BUSINESS POSITION YOUR BUSINESS POSITION FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 $0 - $499 $500 - $1,000 $1,001 - $10,000 $0 - $499 $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OVER $100,000 $10,001 - $100,000 OVER $100,000 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM ► 1. BUSINESS ENTITY OR TRUST ► 1. BUSINESS ENTITY OR TRUST NATURE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Check box if additional schedules reporting investments or real property are attached Yrs. remaining 20 20 Other NATURE OF INVESTMENT Partnership Sole Proprietorship or ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) FPPC Form 700 - Schedule A-2 (2020/2021) [email protected] • 866-275-3772 • www.fppc.ca.gov Page - 9 None Names listed below None or Names listed below Reynaldo Veras Tanada, Jr. Reynaldo Veras Tanada, Jr. ., South San Francisco, CA 94080 Software Consultancy Founder & CEO Just started Tanada LLC last year