RECENT CLIENTS HAVE INCLUDED

• Southern California Metropolitan Water District
• Southern California Association of Governments
• Roadway Express/Yellow Freight Systems
• March Inland Global Port
• Southern California Edison
• Verizon
• Hillwood (©A Perot Company)
• Citizens Business Bank
• Burlington Northern Santa Fe Railroad
• City National Bank
• Inland Empire Economic Partnership
• Orange County Transportation Agency
• Inland Valley Development Agency
• Southern California Logistics Airport
• General Growth Properties
• Forest City Development
• Riverside County Transportation Commission
• San Bernardino Associated Governments
• Western Riverside Council of Governments
• Coachella Valley Economic Partnership
• GE Capital
• California Speedway
• San Bernardino County
• Riverside County
• Arrowhead Credit Union
• Entrepreneurial Capital Group
• San Bernardino Valley Municipal Water District
• State of California
• PFF Bank
• Over 30 Cities

POSITIONS HELD

• Vice President Economics & Politics, Inc. & predecessor (Economics & Finance, 1981-Present)
• Editor/Writer Inland Empire Quarterly Economic Report (Economic Research, 1988-Present)
• Columnist The Business Press (Inland Empire Newspaper, 1998-Present)
• Executive Committee Inland Empire Economic Partnership (Economic Development, 1995-2003)
• President Inland Empire Economic Partnership (Economic Development, 1994)
• Economist Inland Empire Business Center, California State University San Bernardino (Economic Research, 1990-1992)
• Senior Consultant California State Assembly (Majority Services Analyst, 1980-1984)
• Associate Professor San Bernardino Valley College (Business & Economics, 1966-1981)

SAMPLES OF RECENT APPLIED RESEARCH

1. Logistics & Distribution: An Answer to Regional Upward Social Mobility, 2004

Analysis of Southern California’s declining per capita income status, the need for a sector to replace manufacturing as a source of upward mobility for marginally educated workers, and the case why the logistics industry can play this role if its infrastructure issues are met. Client: Southern California Association of Governments

2. San Bernardino County General Plan Update, Economic Background & Strategies, 2003-2004

440 page analysis of each of six economic zones in San Bernardino County looking at its history, demographics, housing, employment, retail trade, competitive location characteristic and quality of life indicators. Client: San Bernardino County; sub-contractor to URS Corporation.

3. Transportation Uniform Mitigation Fees (TUMF). 2004

Researched the impact of Western Riverside County’s TUMF fees on non-residential projects in that area compared to Orange County and San Bernardino County. Client: Western Riverside Council of Governments

4. Annual Budget Forecasts. 1992-2004

Researched and documented annual budget forecasts for key variables for San Bernardino and Riverside counties, plus the sales tax revenues from San Bernardino Associated Government’s Measure “I”. Clients: San Bernardino & Riverside Counties; SANBAG

5. 2000-2030 Long Term Population, Job & Housing Forecasts, Inland Empire, 2000 & 2003-2004

As part of the SCAG long term forecasting process, helped create the forecasts of jobs, housing and population with emphasis on the Inland Empire. Client: variously performed under contract to the San Bernardino Associated Governments, the City of Moreno Valley and SCAG.

6. Comprehensive Economic Development Strategy, Rancho Cucamonga, 2003

Detailed economic development strategy for the city based upon its current economic conditions and the forces affecting it and the Inland Empire. Client: City of Rancho Cucamonga

7. Inland Empire & Southern California’s Airport Policy, 2000-2001; 2003

Examination of economic trends in the Inland Empire compared to the balance of Southern California and their implications for airport policy. Client: San Bernardino Associated Governments, Riverside County Transportation Commission; Southern California Edison.

8. Reorganization of Riverside County Transportation Commission, 2002

Facilitated and later mediated discussions between elected representatives of the 24 cities and Riverside County Board of Supervisors that resulted in the reorganization of RCTC from a seven person board to a board with one representative of each city and all five supervisors. The negotiation also resulted in the establishment of a formula for allocating SB 45 transportation funds between the Coachella Valley and the Western Riverside areas. Client: Riverside County

9. Comparative Economic Behavior of Inland Empire versus L.A. & Orange Counties, 1995 and 2002

Researched the reasons why the Inland Empire economy has added jobs faster than the larger adjacent counties and why this trend will continue into the foreseeable future. Identified the strengths and weaknesses of the inland area vis-à-vis its coastal county neighbors and the policy issues arising for both groups of counties. Clients: Verizon; Riverside County; Orange County Transportation Agency.

10. Analyze/criticize U.S. Fish & Wildlife economic impact study of San Bernardino Kangaroo Rat, Santa Ana Sucker, 2002, 2004

After a thorough review of the U.S. Fish & Wildlife economic impact studies of the San Bernardino Kangaroo Rat and Santa Ana Sucker, wrote critiques and criticism of them. The service redid their work and admitted that the impacts were far above their estimates. Clients: SB Valley Municipal Water District, SB County Flood Control.

11. Community College Role In Economic Development & Upward Social Mobility, 2001 & 2004

Analysis of the changing education needs of entry-level and adult workers and the role of the community colleges, economic development community and business community in designing and implementing programs to fill them. Clients: San Bernardino Community College District; Chaffey Community College District

12. Economic Development Data & Strategies: IEEP Factbook, Banning, Cathedral City, Coachella, Corona, Chino, Chino Hills, Colton, Desert Hot Springs, Fontana, Grand Terrace, Indio, Indian Wells, Lake Elsinore, La Quinta, Norco, Ontario, Palm Desert, Palm Springs, Perris, Pomona, Rancho Cucamonga, Rancho Mirage, Riverside, San Bernardino, Temecula, County of Riverside, County of San Bernardino, 1996-2004

Almanacs tracking such local variables as population, retail sales, home prices & sales, assessed valuation, new firm locations, employment, law enforcement, education. Explanations of the forces at work. Strategic recommendations.

13. Coachella Valley Economic Development Report, 2000-2004

First analysis of the Coachella Valley economy based solely on data from within the region.

14. Moody's, Fitch's and Standard & Poor Bond Ratings, 1993-2004

Researched the impact of the California recession/recovery on the near & long term health of the Inland Empire. Made repeated presentations to the New York and San Francisco offices of Fitch's, Moody's and Standard & Poor bond rating agencies on behalf of Inland Empire counties, school districts and transportation authorities. Feature speaker Bond Buyer conference on California municipal securities, 1995. Clients: San Bernardino & Riverside Counties and Transportation Agencies, Chaffey Community College District, San Bernardino Community College District.

15. Inland Empire Quarterly Economic Report, 1965-1969; 1988-2004

Author of the respected Inland Empire QER, a publication now in its 16 th year that is distributed to 12,000 business and governmental leaders. The QER gives hard data on the Inland Empire economy, discusses the impacts of economic trends and governmental policies. Sponsors: IEEP, Riverside County Transportation Commission, San Bernardino Associated Governments, Arrowhead Credit Union.

16. Economic Impact of Santa Fe Intermodal Rail Yards on San Bernardino, 1995, 2001

Researched the job and economic impact of developing a 500,000 lift capacity intermodal rail yard in the City of San Bernardino. Work explained the location advantage of intermodal rail for warehousing & manufacturing firms in an era County. Client: BNSF Railroad

17. Economic Impact of Roadway Express cross docking facilities on the efficiency of goods movement in the I-10 Corridor of San Bernardino County, 1999.

Study of how locating Roadway’s cross docks near to Burlington Northern Santa Fe Railroad intermodal yard, Ontario International Airport and the 200 million feet of industrial space developed since 1985 will increase the efficiency, lower the cost and increase the competitiveness of the goods moving industry in that area. Client: Roadway Express

18. Impact of the El Sobrante Landfill on the character of economic development south of Corona, California, 1998

Examined competing views of the impact of the impact of this facility on the nature of residential values and the types of likely manufacturing development in light of experiences at mature landfills elsewhere in Southern California. Client: Riverside County Board of Supervisors.

19. Helped Coordinate Successful Effort to Stop Closure of Naval Warfare Assessment Division, Norco, 1995

Modeled cumulative employment and dollar impact of adding NWAD to the Norton, George, & March AFB closures and/or downsizing. Documented weaknesses in Navy's case for closing NWAD. Helped coordinated local lobbying efforts. Testified before BRAC 1995 & 1993. Wrote sections of Governor Wilson's BRAC testimony both years. 1,500 direct jobs saved at NWAD. Client: City of Norco, Consortium of Riverside County agencies.

20. Inland Empire Data Base, 2004

Maintain extensive database of Riverside & San Bernardino County statistical indicators. Sources include: DataQuick Information Systems; CB Commercial; Grubb & Ellis; U.S. Census; U.S. Bureau of Economic Analysis; Bureau of Labor Statistics; CA Employment Development Dept.; CA Dept. of Finance; CA Board of Equalization; The Meyer’s Group; Hinderliter & DeLlamas; The Resource Group; The Findley Reports; Construction Industry Research Board; Sheshunoff Business Information Group; Real Estate Research Council; CA Department of Education; U.S. Department of Justice.

ADVENTURES

• Trekked over the Himalayas to Tibet; kora around Mt. Kailash to 18,600 feet; 1,000 mile 4-wheeling across Tibet, 2004
• West Africa (Senegal, Mali, Burkina Faso, Cote d’Ivoire), 2001
• First Contact, clans of the Kombai Tribe, Irian Jaya, New Guinea Rain Forest, 1996, 1998 (Read about this fascinating adventure).
• Climbed into the Lost World of Mt. Rorima in Venezuela, 1987.
• Climbed to Mt. Everest base camp (18,600), Nepal, 1984.
• Climbed Mt. Kilimanjaro (19,342), Tanzania, 1967, 1979.
• Jogged 8 1/2 miles through the heaviest concentration of lion in the Serangeti National Park, Tanzania, 1979.
• Crossed Alakili Swamp, 1978
• Professional White Water Guide, Western American Rivers, 1972-1973
• Extensive Travel: 52 Countries