The URL can be used to link to this page

Home My WebLink AboutAgenda Bill 1ALate4Part4 NVIGANT C(3NSt/tTIE~'G Appendix A Lon S. Hatamiya Lon Hatamiya Lon S. Hatamiya is a Director with Navigant Consulting, Inc. in Director Sacramento, California. As an economist, Hatamiya specializes in Navigant Consulting banking and financial institutions, international, national and 3100 Zinfandel Drive, Suite 600 regional economic analysis, econometrics, intellectual property Rancho Cordova, CA 95670-6064 valuation, government and public policy, entertainment and sports, Tel: 916.631.3205 Tel: 530.758.7424 Davis office and litigation support. He assists businesses and public agencies Fax: 916.852.1073 analyze existing and proposed government policies, develop Lon.Hatamiya@navigantconsulting.com strategic policy alternatives and communicate the results to decision- makers. He has testified over a hundred times before the World Professional History Trade Organization, U.S. Congress, California State Legislature, and • Director, Navigant Consulting federal, state and local courts, boards, and commissions on a wide • Director, LECG, LLC. variety of issues. He is also an accomplished public speaker, having • Secretary, California Technology, Trade and been invited to address hundreds of gatherings around the world. Commerce Agency . Administrator, Foreign Agricultural Service, United States Department of Agriculture In addition, he has extensive government management experience • Administrator, Agricultural Marketing Service, serving at both the state and federal levels. He served as Secretary of United States Department of Agriculture the California Technology, Trade and Commerce Agency, the state's • Founder and President, BHP Associates, Inc. primary promoter of economic development, job creation, and • Attorney, Orrick, Herrington & Sutcliffe business retention efforts. In that capacity, he also served as • Marketing Analyst, Sony Corporation Chairman of the California Infrastructure and Economic . Purchasing Manager, The Procter and Develo ment Bank, as well as Chairman of the California Travel and Gamble Company p Tourism Commission and the California Defense Retention Council. Education He also served as Administrator of the Foreign Agricultural Service • B.A., Economics, Harvard University at the United States Department of Agriculture ("USDA"), where he • M.B.A., Entrepreneurial Studies and oversaw global obligations concerning international trade International Business, UCLA Anderson Graduate School of Management agreements, negotiations, trade policy development, and promotion • J.D., UCLA School of Law for all U.S. food and fiber products. Hatamiya also served as Administrator of the Agricultural Marketing Service at USDA, where Professional Associations he was principally responsible for over 50 federal programs dealing • State Bar of California with the marketing, grading, and inspection of various agricultural • American Bar Association • International Input-Output Association products. Honors and Fellowships Secretary Hatamiya was also founder and President of BHP • United States Department of Defense, Joint Associates, Inc., an international management consulting firm, Civilian Orientation Conference, Class 64 practiced law with the international firm of Orrick, Herrington and • California Agricultural Leadership Program, Sutcliffe, and worked for both The Procter and Gamble Company in Class XXII • UCLA School of Public Policy, Senior Fellow Cincinnati, Ohio, and The Sony Corporation in Tokyo, Japan. Budgetary Impact of New Retail Projects February zoio 24 NI~ViGANT C O N S U L T I N G As an academic, he previously served as Executive-in-Residence and Adjunct Professor at the UC Davis Graduate School of Management, where he taught a course on organizational change. He was also selected as a Senior Fellow at the UCLA School of Public Policy. He currently serves as a lecturer at the International Masters in Law Program at the UC Davis School of Law, and as a Senior Fellow at the University of Denver International Career Advancement Program. He has been a visiting lecturer at Harvard University, Stanford University, UCLA, USC, UC San Diego, Golden Gate University, San Diego State, San Francisco State, CSU Chico, CSU Sacramento, and Cal Poly Pomona. He currently serves on the Board of the Directors for the Environmental Power Corporation, an alternative energy, renewable biogas company, where he is also the Chair of the Compensation Committee. In addition, he serves on the Advisory Boards of US Bank and the Central Valley Fund. Professional Experience Secretary Hatamiya has advised numerous banks and financial institutions on various economic and strategic initiatives. `T'hese have included economic forecasting, demographic and market analyses, and econometric impact studies. In addition, he has extensive experience in advising Fortune 100 companies, real estate development firms, trade associations, and local governments on their economic development and growth strategies. He has performed economic impact studies for retail, professional sports, agriculture, energy, and transportation industry clients, measuring and analyzing their respective contributions to the local and regional economy. He has also conducted substantial economic and statistical analysis of government budgets to determine their compliance with mandates and program effectiveness, as well as extensive experience with public finance. Secretary Hatamiya has also assisted life sciences companies in the valuation of start-up firms and new technologies. He has also computed option values and 409A analyses for privately-held biotechnology, alternative energy, insurance, and medical device companies. He is also well versed in litigation matters, including commercial damages, intellectual property, valuation, trade secrets, labor and employment, and sports, tourism, and entertainment. He has provided expert witness testimony at trial and deposition. Publications, Reports and Studies "Los beneficios del Libre comercio (The Benefits of Free Trade)," with Harold Lantan. El Diario De Hoy, El Periodico de El Salvador 26 March 2008:23. "Economic Outlook Report 2007 U.S., California, and Selected Counties: Fresno, Madera, Merced, Sacramento, San Joaquin, and Stanislaus;' with Tapan Munroe and Mark Westwind, December 2006. Budgetary Impact of New Retail Projects February zoio 25 N,VIGANT CON 5 ll L T I N G "Deconstruction of Structures An Overview of Economic Issues," with Tapan Munroe and Mark Westwind. International Journal of Environmental Technology and Management (IJETM), Vol. 6, No. 3/4, 2006. "Evaluation of Competing Rate Projections in SMUD's Proposed Annexation within Yolo County," with William Hamm, April, 2006. "Economic Outlook Report 2006 - U.S. California, and Selected Counties: Fresno, Madera, Merced, Sacramento, San Joaquin, and Stanislaus, "with Tapan Munroe, January 2006. "Economic Outlook Report 2005 - U.S. California, and Selected Counties: Fresno, Madera, Merced, Sacramento, San Joaquin, and Stanislaus, "with Tapan Munroe, January 2005. "The Shafter Advantage: The California Integrated Logistics Center," with Tapan Munroe, November 2004. "California Fast Facts 2003, 2002, 2001, 2000, and 1999: Statewide and Regional Tourism Facts and Figures," 2003-1999. "California Workforce Development: A Policy Framework for Economic Growth," with Delaine Eastin, Grantland Johnson, and Thomas Nussbaum, 2000. Expert Retentions Mitchell Andreini and Robert M. Belles v. Sierra Pacific Power Company United States District Court, District of Nevada, Reno, NV. Apri12009. The Cihj of Philadelphia v. West Philadelphia Financial Services Institution, et al. Pennsylvania Court of Common Pleas, Philadelphia County. January 2009. The Cih~ of Seattle v. The Professional Basketball Club, LLC. United States District Court, Western District of Washington, Seattle, WA. June 2008. The Cih~ of Anaheim v. Angels Baseball LP. Superior Court of the State of California, County of Orange. January 2006. Budgetary Impact of New Retail Projects February ~oio 26 I Taxable Retail Sales for Cities with Lowe's Stores Opened in Northern California, zoo4-zoo? Appendix B Taxable Sales Data' hlQr//boe ce aov/news/isalesmnthim and California Retail Survey 2009 Edition bV the Eureka Group Vear prior [o opening of Target Population Data: htgx /hvww.dof. ca.gov/research/demo_graphirJr~orts/estimates/e-1/2008-09 Year after opening of Target Change City County Current Opening Date 2002" Retail 2003* Retail 2004* Retail 2005* Retail 2006* Retail 2007* Retail 2006* Retail Population Sales ($000) Sales ($000) Sales ($000) Sales ($000) Sales ($000} Sales ($000) Sales ($000) Change (111/2009) from year prior to year after* Antioch Contra Costa 100,361 7/26/2005 94,252 105,087 132695 123,619 95,416 95,155 17.6 Cotati# Sonoma 7,409 992006 71,385 74,230 78,678 122;040 131,9Q 122,118 est 67.6 Dublin Alameda 47,922 12/192007 80,480 88,365 95,520 86,231 69,575 -i`.?.'.+ Fremont Alameda 213,512 111812005 143,264 160,215 204,222 .208,007 174,616 175,750 29.8 Gilroy Santa Clara 51,508 9/712003 85,520 102,242 118,688 109,564 105,294 90,542 90,017 38.8 Jackson" Amador 4,319 91412008 31,963 36,113 37,842 62,434 a+.a'"i~ , 162,448 63.9 Lincoln# Placer 40,Ofi0 811812007 61,386 74,046 93.634 136,743 174,226 ')r'~; mdsf. 47.1 Lodi San Joaquin 63,3fi2 1012912004 43,081 57,130 92,242 83,070 68,954 68,550 114.1 Los Banos Merced 36,198 11/4!2006 8,754 9,934 12,290 ~ 17,301 30,614 Ur^~ 30,931 149.1 Stockton San Joaquin 290,409 1!20!2006 381,828 525,053 538,219 499,491 306,327 ; 304,647 -•92.}' 'i Yuba City Sutler 63,647 1/712007 84,051 107,992 118,262 113,786 98,092 -14.0 Petaluma Sonoma 57.739 55,855 59,106 61,075 56,379 - 59,135 w141.9% year 83,874 86,665 80,002 84,501 83,913 after growth differonce 24,766 25,590 23,623 24,951 24,778 Sonoma 486,630 540,393 614,786 645,396 659,948 611,581 609,858 County Additonal sales tax with Lowes @ 41.9 % growth- , 241,488. i 249,5p~ S. ~ 230,aF~j , .3 „ ~>~'~`.tF AVERAGE PERCENTAGE CHANGE 41_9 % Basic Assumptions: *Th ese figures include only Taxable Retail Sales for Building Materials stores (unless exceptions below apply). #Includes all Taxable Retail Sales for the city since no sector breakdown provided by BOE. _ _ _ _ "Includes Taxable Retail sales for Building Materials stores for all of Amador County since BOE provides no city breakdown. -Sales Tax Is .975 % in the City of Petaluma Budgetary Impact of New Retail Projects January zoio 27 Taxable Retail Sales of Target Stores Opened in Northern California, zoo3-zoo? Appendix C Taxable Sales Data' htQt //boe ra qov/news/5alesconthrtn and Caldornia Retail Survey 2009 Edition bvthe Eureka Group Year prior to opening of Target Population Data htlp //www dot ca govhesearch/demographic'reports/estimates~e-1/2008-09 Year after opening of Target Change City County Current Opening 2042* Retail 2403* 2444* Retail 2005* Retail 2DD6* Retail 20D7* Retail 2008* Retail % Ghange Population Date Sales Retail Sales ($000) Sales ($000) Sales ($000) Sales ($000) Sales ($000) from year (1/112009) ($000) Sales priortoyear ($000) after* Albany# Alameda 16,884 to1612o04 85.609 86,594 104,471 141,043 154,314 159,051 170,340 est 62.9 Antioch Conha 100,957 10/a/2003 201,952 213,758 243,363 2.54,672 258,433 244,883 244,212 20.5 Costa Gilroy Santa Clara 51,508 10/812003 60,404 116,860 147,240 165,756 180,781 179.814 178,771 143.8 Hayward Alameda 150,878 10/412006 231,258 238.P,51 239,640 285,948 301,442 304,858 25.8 Lincoln# Placer 43,020 10/4/2006 61,386 74,046 93,634 136,743 174,226 201,140est 86.1 Manteca San Joaquin 67,754 3/5/2003 107,580 121,683 ~ f;a~ 131,542 128,824 123,332 122,728 17.7 ~~~1 ` Morgan Hill Santa Clara 39,814 712512007 61,037 54,236 53,668 53,813 61,517 15.1 Napa Napa 77,831 10/612004 129,649 136,156 149,072 152,439 152,674 12.5 Riverbank SFanislaus 21,805 10/512005 52,169 58,177 74,844 171,483 192,776 est 145.5 Petaluma Sonoma 57,739 56,811 54,905 54,653 51,054 50,69'? vr,58.9,ogrowth 90,32Q 87,244 8fi,9ix7 81,125 80,561 year zft,~r o pen ir7~ Difference 33,479 33,327 32,214 30,071 29,862 Sonoma County 702,329 718,477 734,051 735,953 733,879 Additional sales tax with Target w/58.9 % growth after one year- ,;gip $ 324,938 $ 314,087 $ 29 y,~~ AVERAGE PERCENTAGE CHANGE 58.9°1 Basic Assumptions: *These figures include only Taxable Retail Sales for General Mechandise stores similar to Target (unless exceptions below applies). #Includes all Taxable Retail Sales for the city since no sector breakdown provided by BOE for smaller cities. -Sales Tax is .975 % for the City of Petaluma Budgetary Impact of New Retail Projects January mio 28