As was the case when my tenure as the City of Oceanside’s City Treasurer began in January of 2017, my basic goals as City Treasurer will continue to be to provide excellent public service, provide daily oversight and accountability, assure City Treasurer’s Office operations are conducted as transparently and as forthrightly as possible under existing state and local statutes, collaboratively develop and implement solutions to the challenges we face together as citizens, stay aware and productively engaged, and remain nonpartisan as I do all I’m able to fulfill my duties as City Treasurer, in service to my fellow City of Oceanside citizens.
As City Treasurer, I primarily served in an important independent oversight capacity. I functioned as the Treasurer for the City, Community Development Commission, the Oceanside Harbor District and the Oceanside Public Financing Authority. I oversaw the day-to-day management of the City's $350-million-plus primary investment portfolio, ensuring this fund was protected, ample liquidity to meet the City's budgeted expenditures was maintained, and optimal investment income was generated within the parameters of prudent risk management.
I also served on the Board of Authority overseeing the City’s IRS Section 115 pension stabilization trust, which was established as part of an initiative developed during my tenure among the City Manager, the Financial Services Director and the City Treasurer to address the City’s pension liability. This trust is one part of a multi-pronged approach the City of Oceanside adopted to address our pension liability.
Finally, I had the distinct honor of serving as the ex-officio chairperson of the City of Oceanside Citizen Investment Oversight Committee.
When I first assumed office as the City of Oceanside City Treasurer, I established a series of improvement-focused goals, all of which were either met or toward which significant progress was been made.
For the 2018-19 fiscal year, among my goals as City Treasurer were:
(A) Maintain the City’s primary investment portfolio in compliance with the City’s Investment Policy and attain an average annual portfolio yield that is equal to or greater than the applicable benchmark level.
(B) Maintain active collaboration with the City Manager and the City’s Financial Services Director to identify and implement solutions for general-fund- and capital-improvements-program-impact issues, including, but not limited to:
a. The City’s unfunded pension liability; and
b. Unfunded and under-funded City project financing.
(C) Maintain the City Treasurer’s direct daily oversight of and engagement in all City Treasurer’s Office operations and decision making.
(D) Maintain professional development opportunities, and funding to support same, for City Treasurer’s Office staff.
(E) In collaboration with the City’s Financial Services Director, increase the City Treasurer’s direct oversight of management of the City’s bonded debt and special assessment districts.
(F) Build on the excellent history of the City Treasurer’s Office in facilitating gross bond debt service savings and net present value savings by pursuing bond refinancing opportunities. (From 2013 to 2017, the City realized over $20 million in gross debt service savings and over $12 million in net present value savings through bond refinancing).
(G) In collaboration with the City Attorney, the City Manager and the City’s Financial Services Director, increase the City Treasurer’s direct oversight of retained bond counsel performance and secure the City Treasurer’s participation in the bond counsel selection process.
(H) Maintain the City Treasurer’s direct daily oversight of the City’s IRS Section 115 Pension Stabilization Trust (PST) and membership on the PST’s Board of Authority (this process was developed and implemented during my tenure as City Treasurer).
(I) Implement participation in and daily oversight of the City’s investment in the San Diego County Treasurer’s Pooled Investment Fund (SDCPIF), as approved by the City Council (as a result of another initiative I developed and pursued during my tenure as City Treasurer to increase the rate of return on the City’s investments, while prudently managing risk and maintaining necessary liquidity).
(J) Increase duty-related educational opportunities for Citizen Investment Oversight Committee (CIOC) members.
(K) While maintaining appropriate expertise representation, further diversify CIOC membership, to better reflect the City’s population (continuing a process I developed and implemented during my tenure as City Treasurer).
It was my privilege and pleasure to serve as the City of Oceanside City Treasurer. My overarching goal was to serve with honesty, integrity, honor, genuine independence (I was not beholden to any other elected office holder, any donor, any organization or any political party) and transparency. The citizens of Oceanside deserve no less.
UNIVERSITY OF CALIFORNIA, SAN DIEGO
Major in Leadership, Graduated with a 4.0 GPA
COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
Master of International Affairs
Specialization in International Finance and Banking
UNIVERSITY OF SOUTHERN CALIFORNIA
Master of Science
Major in Policy, Planning and Administration
UNIVERSITY OF CALIFORNIA, LOS ANGELES
Certificate in Fund Raising
Specialization in the Institutional Development Process
UNIVERSITY OF CALIFORNIA, SANTA BARBARA
Bachelor of Arts
Double major in Political Science and History, Graduated with High Honors
President and Chief Executive Officer, Oceanside Promise
City Treasurer, City of Oceanside
President, Comanche Nation College
President and Chief Executive Officer, Sisseton Wahpeton College
Vice President of Planning and Institutional Development, College of the Marshall Islands
Vice President of Student Services, College of the Marshall Islands
Executive Director of Development and External Relations, Citrus Community College District
President and Chief Executive Officer, California Highway Patrol 11-99 Foundation
Economist, International Finance Department, Federal Reserve Bank of New York
President, Greater Pacific Planning and Effectiveness Group
Board of Directors Member and Treasurer, Oceanside Promise
Commissioner, City of Oceanside Housing Commission
Board of Directors Member and Treasurer, Break the Silence Against Domestic Violence
Board Member, American Indian Higher Education Consortium
Executive Body Member, Republic of the Marshall Islands HIV/STD/TB National Advisory Committee
Founder and Board Member, Foundation for College Access Services
Board Member, Coyote Canyon Caballos d’Anza
Council of International Advisors Member, University College of the Caribbean
Board Member, Kiwanis Club of Glendora
Board Member, Rotary Club of Palos Verdes Sunset
Partners Board Member, Weingart Center Association
Stephen S. Goodspeed Intern, Vice Chancellor, Student and Community Affairs, University of California, Santa Barbara
Blessed Spouse of Barbara Lee Hamilton, Esq., Assistant City Attorney, City of Oceanside (Married for 33 Years)
Proud Father of Sydney (28), Conal (25) and Spencer (22)
Delighted Grandfather of Aniyah (Four) and Gregory (Two)
Grateful Steward to Maisy (Our Border Collie, Black Labrador Retriever and Chow Mix Rescue) and Daisy (Our Yellow Labrador Retriever Rescue)
Rewarded First-generation College Student and Graduate
Honored Holder of a Lifetime California Community College Instructor Credential in Government
Because the City of Oceanside City Treasurer serves in an independent, nonpartisan elected capacity, Dr. Trickey did not seek, nor did he accept, an endorsement from any political party or any other partisan political organization.
For the November 2018 election, Dr. Trickey was honored and humbled to have been endorsed by the following public-service- and public-benefit-focused organizations:
Oceanside Firefighters (Oceanside Firefighters' Association Local 3736)--Please see https://www.oceansidefirefighters.net/welcome/latest-news/endorsed-candidates-for-public-office/ and https://www.oceansidefirefighters.net/wp-content/uploads/2018/09/6A01EAD6-1C18-4F30-9B1C-5566626FC6C9.jpeg
Lincoln Club of San Diego County--Please see https://www.sdlincolnclub.com/endorsements/
Planned Parenthood Action Fund of the Pacific Southwest--Please see http://www.ppactionca.org/local-info/san-diego-riverside-imperial/endorsements.html
The City of Oceanside has established a series of "minimum qualifications" for City Treasurer service. Dr. Trickey either meets or exceeds every qualification required to serve as the City of Oceanside's City Treasurer. Please see:
These qualifications include:
● Principles and methods of public finance administration.
● Principles and methods of supervision and management.
● Integration of computer software applications.
● Accounting and auditing principles and practices.
● State and federal law affecting fiscal operations, reporting and resource management.
● Principles and practices of internal and operations auditing.
● Plan, organize, direct and coordinate the fiscal and accounting operations of the City.
● Properly interpret and make complex financial decisions in accordance with appropriate laws, regulations and policies.
● Develop, implement and administer programs that maximize revenue and reimbursement from all sources and administer automated data gathering, processing and reporting systems.
● Analyze complex financial problems, procedures and fiscal controls.
● Prepare, review and interpret complex financial reports, summaries and data.
● Read, interpret and apply complex laws, rules and regulations.
● Communicate effectively, both verbally and in writing.
● Plan, organize, direct and evaluate the work of others.
● Establish and maintain effective working relationships and provide excellent customer service.
Experience and Training
Experience: Five years of increasingly responsible public agency financial management and supervisory experience.
Training: Bachelor’s degree in finance, public administration, business administration or a closely related field. A Master’s degree and/or CPA are highly desirable.
License: A current, valid, California driver’s license."
Because the City Treasurer serves in a critical oversight capacity and is independent and nonpartisan, Dr. Trickey will not accept donations during his 2020 campaign to continue serving as the City of Oceanside City Treasurer.
He is self-funded.
Your support at the ballot box in 2020 will be greatly appreciated and recognized through Dr. Trickey's continuing provision of excellent and Independent public service as the City of Oceanside City Treasurer.
Every vote, in every race, on every issue, matters. Your vote matters.
Thank you--it again will be my privilege and pleasure to serve you!
Dr. Rafe Edward Trickey, Jr. for Oceanside City Treasurer 2020 -- FPPC Identification Number 1407798
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