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November 6, 2018 — California General Election
Local

City of OceansideCandidate for City Treasurer

Photo of Rafe Edward Trickey, Jr.

Rafe Edward Trickey, Jr.

Appointed Incumbent
22,588 votes (34.6%)
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My Top 3 Priorities

  • Day-to-day management and oversight of the City's $350-million-plus primary investment portfolio, ensuring this fund is protected, ample liquidity to meet the City's budgeted expenditures is maintained and optimal investment income is generated.
  • Maintain independence--to do so, my campaign is completely self-funded. I have not and I will not accept any donations from any person, any business or any organization--none.
  • Working collaboratively to develop and implement solutions to the challenges we share as Oceanside citizens.

Experience

Experience

Profession:City of Oceanside City Treasurer
City Treasurer, City of Oceanside — Appointed position (2017–current)
President, Comanche Nation College (2014–2016)
President and Chief Executive Officer, Sisseton Wahpeton College (2012–2013)
Vice President of Planning and Institutional Development, College of the Marshall Islands (2011–2012)
President and Chief Executive Officer, California Highway Patrol 11-99 Foundation (2003–2009)
Economist, International Finance Department, Federal Reserve Bank of New York (1988–1989)

Education

UNIVERSITY OF CALIFORNIA, SAN DIEGO Doctorate, Major in Leadership, Graduated with a 4.0 GPA (2010)
UNIVERSITY OF CALIFORNIA, LOS ANGELES Certificate in Fund Raising, Specialization in the Institutional Development Process (2002)
UNIVERSITY OF SOUTHERN CALIFORNIA Master of Science, Major in Policy, Planning, and Administration (1997)
COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK Master of International Affairs, Specialization in International Finance and Banking (1988)
UNIVERSITY OF CALIFORNIA, SANTA BARBARA Bachelor of Arts, Double major in History and Political Science, Graduated with High Honors (1985)

Community Activities

Board of Directors Member and Treasurer, The Oceanside Promise (2018–current)
Commissioner, City of Oceanside Housing Commission, City of Oceanside (2018–current)
Board of Directors Member and Treasurer, Break the Silence Against Domestic Violence (2018–2018)
Board Member, American Indian Higher Education Consortium (2012–2016)
Partners Board Member, Weingart Center Association (2000–2003)

Biography

I am Dr. Rafe Trickey, the City of Oceanside’s incumbent City Treasurer.  I began serving as your City Treasurer nearly two years ago—going on 21 months now.  I’ve already successfully served as City Treasurer during parts of three separate fiscal-year budget cycles. 

When I assumed office, I indicated I would not run for the office I hold, but rather would just serve my initial two-year appointed term and leave running for office to politicians.  I’m not a politician.

Serving as a treasurer for several organizations over the course of the last 30 years, serving as a college president, vice president, a non-profit foundation CEO, an economist with the Federal Reserve and overseeing institutional investments and finance since the late 1970s, I knew the nature and scope of the work and duties and responsibilities I assumed when I was sworn into office as City Treasurer. 

What I did not fully appreciate about serving as City Treasurer was and is the opportunity to work collaboratively to develop and implement solutions to the challenges we share as Oceanside citizens.  This revelation, the successes I’ve enjoyed serving as City Treasurer to date, and the work that remains to be done, is what compelled me back in April of this year to decide to run to retain the office I have the privilege and honor of holding. 

I have the educational credentials and investment and finance experience the City of Oceanside needs and deserves. 

I am Productive, Independent and Forthright. 

I’m currently providing excellent public service as Oceanside City Treasurer. 

I’m building on my accomplishments in office to date and I’ve set and I’m pursuing a new array of improvement-focused goals. 

To maintain my independence, my campaign is completely self-funded—I have not and I will not accept any donations from any person, any business or any organization—none. 

I’m working hard today to provide all Oceansiders with a better tomorrow!

The City of Oceanside has established a series of "minimum qualifications" for City Treasurer service.  I either meet ("a current, valid, California driver's license") or exceed (everything else) 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=IwAR2wmpueDBgisD2dKd-jmYNd8kUJNkYB9YoUs6yJGUCyWOGlcTZHtz3Ba4o).

 

 

 

Who supports this candidate?

Organizations (3)

  • Oceanside Firefighters (Oceanside Firefighters' Association Local 3736)
  • Lincoln Club of San Diego County
  • Planned Parenthood Action Fund of the Pacific Southwest

Political Beliefs

Political Philosophy

My basic goals as City Treasurer have been and will continue to be to: 

Provide excellent public service;

Generate optimal investment income within the parameters of prudent risk management; 

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; 

Maintain independence; 

Collaboratively develop and implement solutions to the challenges we face together as citizens; 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. 

To view a complete list of my current goals as City Treasurer, please visit my campaign Web site at https://drtrickey.org/.

.

Position Papers

ADOPTION OF SUPPLEMENTARY MINIMUM QUALIFICATIONS TO RUN FOR AND SERVE AS CITY TREASURER

Summary

The Incumbent City of Oceanside City Treasurer recommends that the City of Oceanside City Council adopt and seek appropriate approvals of supplementary minimum qualifications to run for and serve as City of Oceanside City Treasurer.

SUBJECT:     ADOPTION OF SUPPLEMENTARY MINIMUM QUALIFICATIONS TO RUN FOR AND SERVE AS CITY TREASURER

 

SYNOPSIS

 The City Treasurer recommends that the City Council adopt and seek appropriate approvals of supplementary minimum qualifications to run for and serve as City of Oceanside City Treasurer.

 

 

 BACKGROUND

 There are 482 municipalities in California, 122 (25 percent) of which are charter cities (like 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 Oceanside and 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 that is more comprehensive than the qualifications requirements the City of Carlsbad has codified.  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.

 

ANALYSIS

 

Over time, my opinion concerning whether our City Treasurer should be appointed or elected has evolved.  When I applied to serve as City Treasurer, I believed the position should be appointed.  Early on during my current tenure as City Treasurer, 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 independent oversight reasons. 

 

Having served as City Treasurer for nearly two years now, I even more strongly believe today 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 a charter amendment would be required.  This charter amendment would need to be approved by Oceanside’s citizens during an election.  The next general election will be held in November 2020.

 

FISCAL IMPACT

 

Although no change to City Treasurer compensation is being recommended, there will be a cost to place the required charter amendment on the 2020 ballot.  At this time, that exact cost is unknown, but it is expected to be de minimis. 

 

 

INSURANCE REQUIREMENTS

 

Does not apply.

 

COMMISSION OR COMMITTEE REPORT

 

The Citizen Investment Oversight Committee will meet on November 13, 2018 to recommended that the City adopt and seek appropriate approvals of supplementary minimum qualifications to run for and serve as City of Oceanside City Treasurer.

 

CITY ATTORNEY’S ANALYSIS

 

Following City Council approval of this item, the City Attorney will work with the City Treasurer and staff to finalize all required documents and filings, subject to final City Council approval.

 

RECOMMENDATION

 

The City Treasurer recommends that the City Council adopt and seek appropriate approvals of supplementary minimum qualifications to run for and serve as City of Oceanside City Treasurer.

 

 

 

PREPARED BY:

 

 

                                                                           

Dr. Rafe Edward Trickey, Jr.

City Treasurer

 

 

ATTACHMENTS:     California Government Code Section 36502

                           City of Oceanside City Treasurer Position Description

 

Videos (1)

City of Oceanside City Treasurer Dr. Rafe Edward Trickey, Jr. Candidate Statement

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