Productive, Independent and Forthright

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Provided Excellent Public Service

During my tenure as the City of Oceanside’s City Treasurer, my basic goals were to provide excellent public service, provide daily oversight and accountability, assure City Treasurer’s Office operations were 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 did all I was able to fulfill my duties as City Treasurer, in service to my fellow City of Oceanside citizens.

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Maintained Independent Oversight

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. 


Please see https://www.ci.oceanside.ca.us/gov/treasurer/default.asp


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.

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Built on Accomplishments and Set Improvement-focused Goals

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.

City Treasurer Service Qualifications

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Relevant Post-Secondary Educational Credentials

UNIVERSITY OF CALIFORNIA, SAN DIEGO 

Doctorate

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


Primary Professional Investment and Finance Leadership Experience

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 


Sample Public Service Leadership

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


Fruits of Life and Service

Blessed Spouse of Barbara Lee Hamilton, Esq., Assistant City Attorney, City of Oceanside (Married for 34 Years)


Proud Father of Sydney (28), Conal (25) and Spencer (23)


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

Endorsements

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


Adopt Supplementary Minimum Qualifications to Run for and Serve as City Treasurer

Please support adopting supplementary minimum qualifications to run for and serve as the City of Oceanside's City Treasurer.  

  

There are 482 municipalities in California, 122 (25 percent) of which are charter cities (like the City of Oceanside). Of the 482 municipalities, 153 (32 percent) elect the City Treasurer. There are 18 cities in San Diego County, nine of which are general law cities and nine of which are charter cities. In San Diego County, only two charter cities elect the City Treasurer: the City of Oceanside and the City of Carlsbad.


While charter cities, like the City of Oceanside and the City of Carlsbad, can require minimum qualifications beyond those established in California Government Code Section 36502, general law cities cannot.


Codified in its Municipal Code, under Section 2.08.022, entitled “Qualifications of city treasurer,” the City of Carlsbad has established qualifications to run for and serve as its City Treasurer above and beyond those listed in Government Code Section 36502.  The referenced section of Carlsbad’s Municipal Code states “No person is eligible to become a candidate for the office of city treasurer unless, at the time of the final filing date for election, such person has a four-year college degree in finance or business-related field and four years of financial work experience. (Ord. CS-080 § 1, 2010)”

  

The City of Oceanside has created a City Treasurer position description (please see below) that is more comprehensive than the qualifications requirements the City of Carlsbad has codified. To date, this position description and its incorporated minimum qualifications for City Treasurer service have not been adopted by the City Council, or in any other way codified.


The March 27, 2019 City of Oceanside Staff Report (entitled “Consideration to Convert the Positions of City Clerk and City Treasurer from Elected to Appointed”) did not include any reference to or discussion of the recommendation that the City Council adopt and seek appropriate approvals of supplementary minimum qualifications to run for and serve as the City of Oceanside’s City Treasurer.


Concerning the position of City Treasurer, I believe a third option (beyond whether the position should be elected or appointed) not only is available, but it is a desirable and necessary course of action to pursue. That option is to adopt supplementary minimum qualifications to run for and serve as the City of Oceanside’s City Treasurer and maintain the position as an independently elected overseer and steward of public funds.

  

Over time, my opinion concerning whether our City Treasurer should be appointed or elected evolved. When I applied to serve as the City of Oceanside’s City Treasurer in late 2016, I believed the position should be appointed. Very early on during my two-year tenure as the City of Oceanside’s City Treasurer, by March of 2017, I shifted from believing the City Treasurer should be appointed and she or he should be required to possess an array of position-appropriate minimum qualifications, to believing the City Treasurer should remain an elected position, for critical independent oversight reasons.


The positions of City Clerk and City Treasurer are distinguishable.


Because the City Clerk performs important ministerial duties and the position requires the position holder to possess a significant level of position-appropriate knowledge and expertise, I embrace staff’s recommendation that the City Council consider converting the position of City Clerk from elected to appointed.


Because the City Treasurer performs duties that require the position holder to possess a significant level of position-appropriate knowledge and expertise and the position holder provides critically important independent oversight that an appointed staff member cannot and will not have the agency to perform, I strongly maintain the position of City of Oceanside City Treasurer should remain an elected position. Further, a City Treasurer cannot perform her or his critically important independent oversight duties unless she or he possesses a significant level of position-appropriate knowledge and expertise.


A stand-alone, appointed City Treasurer, or another staff member into whose existing position portfolio City Treasurer duties could be included, would not and could not have the agency or the independence to provide the critical day-to-day oversight an appropriately qualified, elected City Treasurer is duty-bound to provide.


Having served daily as the City of Oceanside's City Treasurer for two full years and providing independent oversight daily during my two-year tenure, I contend that our City Treasurer must possess a series of position-appropriate minimum academic and experience qualifications similar to those adopted by the City of Carlsbad.

  

California Government Code Section 36502 does not restrict the ability of a charter city to require supplementary minimum qualifications for service as City Treasurer. However, for the City of Oceanside to create, adopt and enforce supplementary minimum qualifications for City Treasurer service, it is possible that a charter amendment would be required. If a charter amendment is required, it would need to be approved by Oceanside’s citizens during an election. Absent a contrary determination by the City of Oceanside’s City Attorney, as long as proper public notice is given, I posit the City of Oceanside City Council has the authority to vote at any time to adopt and implement supplementary minimum qualifications to run for and serve as the City of Oceanside’s City Treasurer. 


The Citizen Investment Oversight Committee (CIOC) met on November 13, 2018 and embraced the then City Treasurer’s recommendation to adopt supplementary minimum qualifications to run for and serve as City Treasurer. With the caveat that the statement adopted by the City of Carlsbad requiring “four years of financial work experience” should be refined for the City of Oceanside’s purposes to potentially require “at least four years of advanced-level, supervisory financial work experience,” the members of the CIOC unanimously approved the then City Treasurer’s recommendation to adopt supplementary minimum qualifications to run for and serve as the City of Oceanside’s City Treasurer.  The CIOC’s unanimous approval was documented in its February 12, 2019 CIOC meeting packet. The November 13, 2018 CIOC Meeting Minutes were unanimously approved during the CIOC’s February 12, 2019 meeting.


To date, it is my understanding that no analysis by the City of Oceanside’s City Attorney has been conducted to determine if adopting supplementary qualifications to run for and serve as the City of Oceanside’s City Treasurer would require a charter amendment or not, whether a vote of the citizens would be required or not, or whether a majority of the members of the City Council could simply vote to adopt supplementary minimum qualifications to run for and serve as the City of Oceanside’s City Treasurer. It also is my understanding that the City of Carlsbad adopted supplementary minimum qualifications for its citizens to be able to run for and serve as the City of Carlsbad’s City Treasurer as a result of a majority vote of the members of its City Council. It further is my understanding that the City of Carlsbad did not place the issue on a ballot to seek voter approval of either a charter amendment or adopting supplementary minimum qualifications to run for and serve as the City of Carlsbad’s City Treasurer.


Please support adopting supplementary minimum qualifications to run for and serve as the City of Oceanside's City Treasurer. 

Minimum Qualifications to Serve as City Treasurer

The City of Oceanside has established a series of "minimum qualifications" for City Treasurer service.  During his service as City Treasurer, Dr. Trickey either met or exceeded every qualification required to serve as the City of Oceanside's City Treasurer.  Please see:   


https://www.ci.oceanside.ca.us/civicax/filebank/blobdload.aspx?BlobID=7614&fbclid=IwAR2HcA72or0u3YYiG6CR-1LZtALMS5AOBhJFz6pA0kQ1Q35UKsHd8BMZTQs


These qualifications include:

  

"MINIMUM QUALIFICATIONS 


Knowledge of


● 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. 


Ability to


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."

Support Independent Oversight

Self-funded to Maintain Independence

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Not Accepting Donations

Because the City Treasurer serves in a critical oversight capacity and is independent and nonpartisan, Dr. Trickey did not accept donations during his 2018 campaign to continue serving as the City of Oceanside City Treasurer.  


He was self-funded.


Thank You for Voting

Your support at the ballot box in 2018 was greatly appreciated and recognized through Dr. Trickey's continuing provision of excellent and Independent public service  to the citizens of Oceanside.  


Every vote, in every race, on every issue, matters.  Your vote matters.  


Thank you--it was my privilege and pleasure to serve you!