2013 Patrick Marshall Qualifications for Canada Urban Institute

CAPITAL EDC Economic Development Company analyst, strategist, business and economic developer

[email protected]

cellphone: +1 250 507-4500 | mobile: www.patrickmarshall.tel | Page 1

Submission to the Canadian Urban Institute

Business and Economic Development Adviser Qualifications

Philippine Mission Fall 2013

Local Government Support Program for Local Economic Development (LGSP-LED)

Canadian Consultant for Business Planning for Local Government Units (LGUs) Submitted to:

Mr. Andrew Farncombe Vice President of International Projects Canadian Urban Institute 402 555 Richmond Street West PO Box 612 Toronto, Ontario CANADA M5V 3B1

August 2013

Submitted by:

Patrick Nelson Marshall Business and Economic Development Adviser Capital EDC Economic Development Company 4341 Shelbourne Street Victoria, British Columbia CANADA V8N3G4

www.capitaledc.com

T: +1 250 595-8676 C: +1 250 507-4500 www.patrickmarshall.tel

CAPITAL EDC Economic Development Company | analyst, strategist, business and economic developer | [email protected]

Business and Economic Development Adviser Qualifications

Philippine Mission Fall 2013

Local Government Support Program for Local Economic Development (LGSP-LED)

Canadian Consultant for Business Planning for Local Government Units (LGUs)

Table of Contents

Cover Letter Andrew Farncombe ........................................................................................................................ i

Appendix A Mission Candidate References ................................................................................................. 2

Appendix B Mission Candidate Coordinates ................................................................................................ 4

Appendix C Mission Candidate Demonstrated Skills | Experience Against Mission Terms of Reference................................................................................................................... 5

Appendix D Mission Candidate Patrick N. Marshall Select Publications ................................................... 12

Appendix E Mission Candidate Patrick N. Marshall Resume ..................................................................... 15

Appendix F Patrick N. Marshall’s Select Clients and Projects ................................................................... 18

Appendix G LinkedIn Recommendations for Patrick N. Marshall ............................................................... 19

Appendix H Patrick N. Marshall Subject Matter Experts ............................................................................ 22

Attachments

Patrick N. Marshall Personnel Profile Targeted Sales Sheet .......................................................................... 30

Patrick N. Marshall Personnel Profile Biographic Abstract .............................................................................. 31

Qualified Supplier for Business Analysis and Project Management February 2012 Ministry of Jobs, Tourism and Innovation, Province of British Columbia......................................................... 32

Qualified Supplier for Rural community and Rural Regional Economic Development May 2010 Ministry of Community and Rural Development, Province of British Columbia ............................................... 33

Qualified Supplier Community Partners for British Columbia Business Engagement Programs February 2011 Ministry of Tourism, Trade and Investment, Business Services and Olympic Legacy Branch, Province of British Columbia.................................................................................... 34

Recommendation Flyer September 2009 You Know what they Say about Patrick Nelson Marshall ............. 35

Message from the Chairman of the Board of Directors, 2010-2011 Annual Report, Small Business British Columbia, Patrick N. Marshall Chair, Canada British Columbia Business Services Centre Society, Canada Business Network ..................................................................................................... 36

CAPITAL EDC Economic Development Company | analyst, strategist, business and economic developer | [email protected]

August 5th 2013

Mr. Andrew Farncombe Vice President of International Projects Canadian Urban Institute 402 555 Richmond Street West PO Box 612 Toronto, Ontario CANADA M5V 3B1

Subject: Local Government Support Program for Local Economic Development (LGSP-LED)


Dear Mr. Farncombe:

I appreciate the opportunity to present a qualifications package for myself as a qualified Business and Economic Development Advisor, Capital EDC Economic Development Company. I am the sole proprietor and employee for this enterprise, operating from Victoria, on Vancouver Island, British Columbia, Canada. I serve as both a business and economic development advisor on specific projects and on retainer by a number of public and private sector customers.

I am currently engaged in a number of diverse and interesting assignments which include:

Chair and Project Manager, British Columbia Forest Industry Workforce strategy for small, medium enterprise and major employers in the coastal operating region;

Business and Economic Development Advisor, a Coast Salish aboriginal government developing all government, business and economic development policy, practice, governance and training of staff;

Business planning and development of a western greenhouse management firm that is introducing self-sustaining food industry to aboriginal communities;

Business planning and certification processes for a recently accredited soil remediation facility, one of the first approved by the Government of British Columbia in the last 15 years;

Curation and issues management for the Coastal Community Network comprised of the elected and hereditary leadership of 153 coastal municipalities, regional districts and aboriginal governments;

Curation and international trade coordination for Ocean Initiatives British Columbia, a non-government organization for ocean and marinespace business focused on improving their sales of western Canadian intellectual property, services and products; and;

The development of a mobile app which can be used to compare sustainable attributes of communities designed to overcome negative impacts associated with the publishing of “Best Places” to live, work and retire lists by ill-informed journalists.

My work with local and regional governments, both in the public and aboriginal context has contributed greatly to my understanding of building and sustaining economic development practices by ensuring that there are people from the area that have tangible ownership in the outcomes associated with pursing local economic development. I am not a practitioner that develops a binder in

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fulfillment of a contract, but rather, I invest in people from day one so that they can sustain the efforts to make a visible and measurable impact on their community.

This means I conduct a 72 hour assessment, develop the right entity for the right context, test the system before I hand it over to the people with vested interests to operate, and I offer to come back on a quarterly or twice annual basis to evaluate progress and fine tune adjustments to suit. Too many consultants leave a binder behind with instructions or strategies that either require too much money to fulfill, are too obscure and complex for the owners to understand, or have wish lists, rather than simple results that can be achieved in short time frames.

I am the best candidate for this support Mission to a Philippine Consultant because:

I have worked as both an urban and regional planner and economic developer in Canada’s largest City, Toronto, population {GTA] 5.5 million;

I have supported corporate business planning for local government units including 750,000 population, 250,000 population regions, 35,000 area municipalities, Districts of 12,000, Villages of 1200 and aboriginal communities of 300 people;

I defined the scope of economic development entities for the Union of British Columbia Municipalities;

I currently support 158 aboriginal and local governments operating in the British Columbia coastal watershed with respect to curating the sustainability file for the region;

I assisted in the establishment of Canada’s first three urban centered marketing collaborative between the host municipality and land developers;

I have been the recipient of more than 25 Marketing Canada awards from the Economic Developers Association of Canada for my digital, print and multimedia products developed for employers and customers;

I have assisted Chambers of Commerce and Industrial Associations with their corporate business planning processes and I am one of few professionals that have transitioned Boards of Directors to the Carver Results Governance system of benchmarking and operating from the view of a Chief Executive Officer and the Chair of a Board of Directors;

I have developed a unique sustainability certification system for places and I serve as a subject matter expert for the identification of sustainable practices for economic development in small, rural and remote communities; and;

I have the contacts that will support this Mission from a best practices perspective.

Having served as an urban and regional planner, I have also honed my skill at community engagement and communications. These are two distinct functions of the process of building a community that is connected to its vision of the future. One is outbound and the other is inbound. Both perceived differently by the elected and appointed leadership. In the aboriginal context, I have cooked and served food to Members of a Nation as part of this trust building process. There are many other functions that one must be prepared to participate in when working at street level.

I have worked amongst competing private interest since my days organizing some of the first P3 marketing initiatives for Downtown North York, Scarborough Town Centre and Mississauga City Centre back in the eighties. In my brief time with Mr. Cliff Bowman, I learned how to get developers

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competing for each corner at an intersection to collaborate. A skill I used today with the Forest Industry attacking workforce issues in British Columbia.

Finally, I have had the unique experience of being a guest of the Government of Japan at a Waterfront Design Conference which was used to open up Kaikyo Messe in Shimonoseki Japan, an international conference centre. There I told my story of swapping two days fishing at the world renown Painter’s Lodge for a waterfront design charrette led by Joe Berridge and Frank Lewinberg of Urban Strategies Inc. Of course the Campbell Rivieran’s and Nationals at the conference in Japan had no idea of the acclaim or standing of these legendary planners and designers, but they appreciated the cost saving approach and the result of their critical thinking.

I look forward to serving as the Canadian Technical Associate for the Institute on this Mission.

Yours truly, Capital EDC Economic Development Company

Patrick Nelson Marshall Business and Economic Developer


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Appendix A – Mission Candidate References

Patrick Nelson MARSHALL 4341 Shelbourne Street Victoria, British Columbia CANADA V8N3G4

www.patrickmarshall.tel

Mobile: 250 507-4500 Office: 250 595-8676 Residence: 250 385-5008 Facsimile: 866 827-1524

[email protected]

Gerry Salembier Assistant Deputy Minister Western Economic Diversification Government of Canada

Mr. Salembier will validate Patrick Marshall’s service to the Federal Crown in the role of Director and Chairman of the Board of Directors for Small Business BC, the Canada BC Business Services Centre Society from 2005 to 2011 Telephone : 604 666-6366

Lindsay Kislock Assistant Deputy Minister Ministry of Health Government of British Columbia

Ms Kislock served as the Assistant Deputy Minister for the Ministry of Small Business for the Government of British Columbia. She will affirm Patrick Marshall’s role in transforming the Small Business BC organization while serving as its Chairman of the Board of Directors. Telephone: 250 952-2791

Greg Goodwin Executive Director Regional Economic Policy and Projects Ministry of Jobs, Tourism & Skills Training Government of British Columbia

Mr. Goodwin will validate Patrick Marshall’s role as a local and regional economic developer for the City of Campbell River population 35,000 and his involvement in regional business development initiatives hosted by the Government of British Columbia. Telephone: 250 356-0778

Mike Hanson President South Cowichan Rural Chamber of Commerce Vancouver Island, British Columbia

Mr. Hanson will confirm Patrick Marshall’s role as a facilitator for the South Cowichan Chamber of Commerce in repositioning the brand of the organization to acknowledge its rural character, as well as developing the “Five Villages” strategy for engaging residents and businesses of smaller communities within the service region. Telephone: 250 733-0940

Pino Baccinelllo CBI, M&AMI, CMEA, CSBA Chief Executive Officer Pacific Business Brokers Mergers & Acquisitions Member, World Wide Sunbelt Network

Mr. Bacinello will validate Patrick Marshall’s business capacity and skill set. Mr. Bacinello witnessed the transformation of Small Business BC and become the next Chairman of the Board following Mr. Marshall’s service. Toll Free: 877-538-5478

Tony Bennett Chairman of the Board of Directors Coastal Community Network British Columbia, Canada

Mr. Bennett will affirm Mr. Marshall’s role in facilitating community-to-community relationship building across a coastal region the size of Norway, the coast of British Columbia. The Coastal Community Network focuses on community issues and opportunities associated with the four pillars of sustainability. Communities range from metro Centres, to remote villages that are resource dependent. Telephone: 250 726-1224

Linda Sams Chief Sustainability Officer Tassal Atlantic Salmon Farms Tasmania, Australia

Ms Sams will confirm how Patrick Marshall facilitates relationship building – is an honest broker – brings people together and creates a secure and respectful environment to do so; also he understands the vision of how industry plays a larger role in sustainable futures for communities and countries. He also fills the gaps that government cannot fill. contact: [email protected]

David Lewis Former Executive Director The Truck Loggers Association

Mr. lewis engaged Mr. Marshall as the Chair of the British Columbia Forest Industry Workforce Initiative and as a former Mayor and Industry leader, will confirm Mr. Marshall’s abilities to represent the interests of the private sector whole protecting the integrity of government in a collaborative process. Contact: [email protected]

Ian Tostenson President and Chief Executive Officer British Columbia Restaurant and

Mr. Tostenson will affirm Mr. Marshall’s leadership capabilities in challenging management situations. Mr. Tostenson was a witness to Mr. Marshall’s handling of a discreet situation with respect to an absentee Chief Executive Officer. Mr. Tostenson was


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Patrick Nelson MARSHALL 4341 Shelbourne Street Victoria, British Columbia CANADA V8N3G4


Mobile: 250 507-4500 Office: 250 595-8676 Residence: 250 385-5008 Facsimile: 866 827-1524

[email protected]

Foodservice Association serving as a volunteer Director at Small Business BC Business 604 669-2239 | Cellphone 604 986-1429


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Appendix B – Mission Candidate Coordinates | Detail

Respondent’s Legal Name:

Capital EDC Economic Development Company

Consultant’s Name: Patrick N. Marshall

Consultant’s Requested Service Area

Project Manager; and; Business Analyst Service Areas

Consultant’s Primary Office Address:

4341 Shelbourne Street Canada’s Remembrance Road Victoria, British Columbia CANADA V8N3G4

Consultant’s Contact

Information:

Telephone: 250 595-8676

e-Facsimile: 866 827-1527

e-mail: [email protected]

Consultant’s Degrees, Certificates, Diplomas or Professional Designations Held or Earned:

Degree, Diploma, Certificate or Designation

Issuing Institution or Association

Date Conferred or Awarded

Bachelor of Environmental Studies Honours Degree

BES HONS SURP University of Waterloo School of Urban and Regional Planning

May 1983

Member MCIP Canadian Institute of Planners

May 1985

Member IDAC Industrial Developers Association of Canada

March 1985

Member OPPI Ontario Professional Planning Institute

March 1985

Member EDCO Economic Developers Association of Ontario

March 1985

Member EDAC Economic Developers Association of Canada

March 1986

Member EDABC Economic Developers Association of British Columbia

July 1989

Economic Developer of the Year

Economic Developers Association of British Columbia

June 2007

Hourly Fee Rate for Service Area Consultant’s Availability

Assignment Term 1 2 3 I am retained by a number of private businesses, industry

cluster associations local, aboriginal and senior governments in a variety of roles.

I am available from the 26th September 2013 following the Union of BC Municipalities AGM at which I Chair a Coastal Forum for 158 local and aboriginal communities located on the Coast of Canada on the Pacific.

I need to be back in Canada for October 27th 2013 so that I can Moderate a number of panel sessions at the Vancouver Island Economic Summit, an annual event I support.

0-30 days: 150 125 100

31-90 days: 125 100 80 91-365 days: 100 80 60

1 Consulting Economic Developer or Technical Advisor 2 Project Manager Facilitator 3 Administration


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Appendix C - Mission Candidate Demonstrated Skills | Experience against Mission Terms of Reference

Term of Reference Subjects

Stated Terms for this Mission - Consultant’s Demonstrated Related Work Experience Assignments | Projects | Client References

Program/Project Local Government Support Program for Local Economic Development (LGSP-LED)

Contractor’s Position


Period of Service Agreement

This Service Agreement shall be effective during the period from [insert start date] to [insert end date] unless terminated earlier by the Contractor or CUI in accordance with Article 4 herein.

Place of Assignment

Philippines (Metro Manila), with preparatory and post-mission activities in Canada

Position Requirements

Position Requirements:

Advanced degree in business administration, commerce, economics or public administration

Patrick Marshall achieved a Bachelor of Environmental Studies [BES], Honours Degree [HONS] from the School of Urban and Regional Planning [SURP], Faculty of Environmental Studies, University of Waterloo, Ontario Canada in 1983.

He secured his certification as a Professional Planner and Member of the Canadian Institute of Planners [MCIP] in 1984. He was also accepted as a Member of the Ontario Professional Planners Institute [OPPI] in 1983.

He served as a representative to the Canadian Association of Planning Students [CAPS] from 1981 to 1983.

He was elected as a National Director for the Industrial Developers Association of Canada [IDAC] in 1986 and served a two year term in which he upgraded the annual literature competition to the Marketing Canada Awards, still in operation27 years later in 2013.

He was elected as the President of the Vancouver Island Economic Developers Association [VIEDA] in 1991 and served in several positions representing professional economic development practitioners regionally and as a regular subject matter expert to the British Columbia Premiers’ Summit and Western Canada Premiers’ Summits.

He was elected to the position of Vice President of the Economic Developers Association of British Columbia in 1995 and hosted the first joint conference of Community Futures [Community Development] Practitioners and served as Editor and Publishers of the Invest in British Columbia magazine.

He was elected the Chairman of the Board of Directors for Small Business British Columbia, a Member of the Canadian Business Service Centre Alliance in 2007 and completed three consecutive two year terms transforming the organization from a quasi -government office to a thought leade4r in small business skills, training and education in Canada.

Significant practical experience in local government business planning, having an emphasis on strategic planning that creates an attractive climate for business investment and employment generation

Patrick Marshall worked at City of North York population 750,000 [1979-1986] on linking land use to economic outcome through collaborative development policies and eliminating red tape.

He worked as part of the economic development team for Canada’s largest metropolitan region Toronto population 4.5 million [1984-1988] and participated in the development of international strategies for foreign direct investment.

He developed economic and community development results for the City of Campbell River population 35,000 [1989-2007] on Vancouver Island British Columbia facilitating more than $7 billion dollars in investment and growth.

He developed corporate strategies for more than 30 local and aboriginal governments in British Columbia over a twenty two year period [1989-present].


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Selected by the Union of British Columbia Municipalities [2005] association to deliver the benchmark setting presentation underlying the provincial regions understanding of corporate options for economic development in community’s population 300 or less through to provincial metro areas of more than 1 million population.

Serves as an advisor to the Coastal Community Network comprised on more than 158 aboriginal and municipalities [2007-present] located in the Pacific Watershed along British Columbia’s and Canada’s coastal region.

Broad understanding of economic growth issues in the Philippines Patrick Marshall reports that research and briefings indicate that local government units

operating in the Philippines are focused on enforcement culture which undermines the ability of local government units to participate as a full partner in local and regional growth and development.

New planning and development tools are required to assist local government units in completing assessments of the impact of red tape on local business, eliminating red tape in a publicly defensible way, engaging in conversation with corporate public and private organizations to collaborate on identifying economic clusters of business, academics and like-minded individuals that can collaborate on short term 90 and 365 day campaigns designed to improve a sustainable local and regional economy.

Key to the success of business planning at the local government units is educating residents and residential ratepayers on the process of collaboration, which is entirely separate from collusion. Public engagement and communications tools are increasingly mobile based. However, local government units must adopt proactive disclosure so as to build trust and awareness and actually enlist residents as a strong communications vehicle for the initiatives. Social media has become a huge ally to municipalities that create opportunities for residents to participate in the process.

Demonstrated track record in fostering LGU-private sector collaboration for local economic growth and competitiveness

Patrick Marshall was one of three municipal senior staff that participated as the team that created the first private public venture [P3] focused on collaborative marketing of office space and condominiums in Canada 1984 Downtown North York, and subsequently Scarborough Town Centre and Mississauga City Centre Marketing initiatives 1986 and 1988.

He created no less than 15 industry and business collaborative campaigns and clusters in his 17 years’ service to the City of Campbell River on Vancouver Island.

He was recruited to be the Chief Executive Officer of Ocean Industries BC representing $11.5 Billion to the gross domestic product of British Columbia and an estimated 35,000 jobs, achieved through more than 7,000 businesses.

He also served as the founding General Manager of North Central Island Tourism, a Destination Management Organization service to an area of 7,077 square miles with a population of 42,000 people settled in predominantly small villages and remote communities.

He has been rewarded more than 25 times by the Economic Developers Association of Canada for his collaboration based place branding, design and marketing efforts in the Marketing Canada Awards program he designed in 1988 achieving “Best in Class” on several occasions.

Continues to serve as the Business and Economic Development Advisor to the Coastal Community Network and Ocean Initiatives British Columbia.

Elected and served three terms as the Chairman of the Board of Directors for Small Business British Columbia, a partner in the Canada Business Service Centre Network.

Strong understanding of market-oriented local economic development Economic Development at the local level must be responsive, not prescriptive. That means

that local government units need to survey business in a frank and public discussion on how


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local government units open doors, not create barriers.

Patrick Marshall has facilitated local, regional, urban, rural and industry wide processes where local government plays an equal role in the process of creating business, jobs, and sustaining share value.

He uses techniques drawn from around the world and is adept at linking the right process to the right context. He has received awards from business survey developers for using their proprietary approaches to surveying businesses in ways they hadn’t anticipated.

He also created “Neighbourhood Council Meetings” to take local government into the communities they serve is a safe and managed environment so that residents and ratepayers have a means to ask frank questions of their elected on a regular and planned basis. This gives elected and appointed officials real time opportunities to be responsible for decision making and corporate business planning.

Patrick Marshall is engaged by local government and industry to facilitate large and small processes. He currently serves as the Chair of the British Columbia Forest Industry Workforce Initiative on behalf of the public and private section across British Columbia population 4.5 million.

Excellent analytical and report writing skills Patrick Marshall has copies of corporate business strategies created for local government,

businesses owned by local government, aboriginal Nations strategies and policies available for review upon request.

Excellent communication and facilitation skills Patrick Marshall has received more than 25 Awards from the Economic Developers

Association of Canada for his place brand, corporate communications and marketing materials, including several “Best of Class” awards from the Marketing Canada program.

He was recognized for his skills by the Economic Developers Association of Canada in 2007 and received the “British Columbia Economic Developer of the Year 2007” award from his peers.

He has also been qualified as a preferred suppliers of the following services by the Province of British Columbia through adjudicated request for qualifications and experience competitive processes:

2010 May – Qualified Supplier for rural community and/or rural regional economic development for the Ministry of Community and Rural Development. [letter attached]

2011 February – Qualified Supplier for community partner and business engagement for the Ministry of Tourism, Trade, and Investment. [letter attached]

2012 February – Qualified Supplier for business analysis and project management for the Ministry of Jobs, Tourism and Innovation. [letter attached]

Evidence of his collaboration skills can be located at http://vimeo.com/patricknmarshall/videos

High computer literacy Patrick Marshall has been a media purchaser, web site designer and curator, and is

recognized as a thought leader in the tech community as it applies to planning and development. http://www.patrickmarshall.tel

He has received an award from a United States based software designer for innovative use of the product.

He has been published in a European Union based academic piece and accredited with founding an interpretive definition of the ocean and marinespace economic account.

He will run his private practise while on assignment internationally through his own server system.

He has purchased and developed more than 20 web sites for his own use and those of clients. He is fully committed to social networking and retains more than 1400 contacts on LinkedIn: http://www.ca.linkedin.com/in/patricknelsonmarshall/

http://vimeo.com/patricknmarshall/videos

http://www.patrickmarshall.tel/

http://www.ca.linkedin.com/in/patricknelsonmarshall/


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Services

The future economic growth and prosperity of our communities will depend on the way challenges are managed and opportunities are seized. Local governments in the Philippines are being called on to play a larger and more proactive role in driving sustainable economic growth and accelerating investment and job creation. Successful LGUs will be those that collaborate with their communities and businesses to create competitiveness. This requires a deliberate planning effort that focuses an LGU on its role in attracting investment, reducing the cost of doing business, ensuring sufficient land and infrastructure is available to accommodate growth, facilitating workforce development and attracting talent, helping small and medium enterprises to form, boosting business growth and creating livable places for its residents, among others. To help LGUs pursue their economic transformation, the Department of Interior and Local Government (DILG) has developed a Roadmap for Business-Friendly and Competitive LGUs to 2016. It reiterates the national government’s declaration that a clear way to achieve the robust and long-term growth needed to attract investment create jobs and reduce poverty is through the creation of a business-friendly environment. Patrick Marshall recognizes that because the National Objective includes the reduction of poverty that some community development tools will be required to enable residents to develop skill sets to work towards self-sustenance and community based sustainability and may require the application of public education campaigns on a neighbourhood level to achieve the National Objectives. Also, Patrick Marshall suggests that 80% of local government time in a successful context starts with a focus on “Business Retention”, elimination of red tape and preparing the ground for attracting direct investment new to the community. Business participates as an equal partner in maintaining a “Business Friendly” environment equally with local government units, non-government organizations like the World Wildlife Fund [WWF] and other resident community organizations. Developing a business community that understand the role that corporate social responsibility plays in maintaining a productive and competitive workforce is essential to achieving National, Regional and Local targets. Business associations, Chambers of Commerce and Service Clubs like Rotary International’s Probus program all fit into an active roadmap that delivers success in the near term. In its Operational Plan and Budget (OPB) for 2013, DILG has set a number of goals related to ‘business friendly and competitive LGUs’ that will help the Department improve its convergence activities with other national government agencies (NGAs) and strengthen private sector engagement. One of the main activities outlined in the OPB is to build the capacity of LGUs to develop business plans, which are defined as strategies for improving the local business climate and improving collaboration with the private sector to accelerate economic growth and job creation. The Department will mandate these business plans to be prepared with close involvement of the local private sector. LGU business planning will be informed by the ongoing assessment of LGU competitiveness across the country using a checklist developed through LGSP-LED, together with benchmarking of local economic development innovations by local governments across the Philippines, in Canada and around the world. Patrick Marshall’s experience comes from a variety of experience. Working in Canada’s largest municipality gave Patrick the experience he needed to easily identify prospective private and public sector hosts, core to enabling this process.


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It starts with an environmental scan of the business community which identifies needs;

Then moves through internal business and corporate planning within local government units to adjust and adapt to serve business needs;

Plans are benchmarked for progress on quarterly basis and reviewed annually with three year terms. Any longer and the market has changed such that plans are no longer relevant; and;

Then becomes a public plan by which residents become actively involved in monitoring progress and participating in their given roles.

The year ahead will see DILG focusing on creating an organizational model for local economic development for LGUs across the country, in collaboration with the Department of Trade and Industry (DTI) and key private sector organizations such as the Philippine Chamber of Commerce and Industry (PCCI). Patrick Marshall recognizes that there will be a model selected for National implementation, however, not one size fits every local government unit. This was his core message to the Union of British Columbia Municipalities when he presented the notion that models need to be sized to suit the development stage of any local government Unit. Some are ahead of others and picking one model to fit all local government units will cause some to fall behind or fail in achieving National Objectives. Patrick Marshall has the resources to provide support to the fine tuning and custom refinement of the National model to Local Government Units. It will assess the efficacy of the Local Economic Development and Investment Promotion Office (LEDIPO) model, as well as the designated Local Economic and Investment Promotion Officer position, for advancing LED. A model template and training manual for business planning and implementation efforts by LEDIPOs will be a key deliverable. To support the roll-out of this effort, there will be a need to increase the capacity and skills of the DILG LED Team and regional focal persons to have better understanding of Business Planning as applied in local governments. Corporate Business Planning for local government units is an area that Patrick Marshall excels. He recognizes that these corporate business plans are an agreement between elected Members of the LGU and the Chief Administrative Officer and his staff. This agreement is developed by both groups in consultation with their constituents, including residents, industry and business. Each group has a role to play in ensuring positive outcomes. Public and private sector engagement is an art form.. To do it successfully, often third party facilitators are required so that each participant can retain their integrity and ability to respond and not react to public discourse. Patrick Marshall has examples of other processes that the DILG LED Team can reference. Working closely with the Filipino Business Planning Consultant, who will take the lead on this assignment in providing support to DILG’s Bureau of Local Government Development (BLGD) to design and implement the LGU business planning elements of the 2013 OPB, the Canadian Consultant shall be responsible for providing technical assistance, knowledge transfer and coaching on LGU Business Planning to DILG and select LGUs, through the following tasks: 1. Benchmarking – gather, review and share relevant documents regarding business planning

best practices by selected local governments in Canada and other international locations as appropriate


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Patrick Marshall has direct access to a subject matter specialists in the Canada Business Service Centre Network, at the International Economic Development Council in Washington DC, the Union of BC Municipalities, Federation of Canadian Municipalities, Canadian Chamber of Commerce, Rotary International Probus Program, OECD Centre for Entrepreneurship, Small and Medium Enterprise and Local Development in Trento Italy.

2. Business planning template – recommend various options for a LGU business planning

process that is appropriate for the Philippines, and support the development and writing of a template (with components, indicators and key ingredients) and a manual for its use

Patrick Marshall has completed several Carver Governance tool kits for aboriginal and local government, non-government associations and private businesses. This involves every aspect of corporate planning, external affairs, collaborative marketing, public engagement and full proactive disclosure which builds credibility for local government units in the eyes of their constituents.

He is also prepared to assist local government secure certification from the Global City Indicators Facility organization [http://www.cityindicators.org/GCIFGovernance.aspx] as well as qualified with the ICLEI [www.iclei.org/sea] based in Manila.

3. Validation and fine tuning – accompany the Filipino consultant to meetings with relevant

DILG departments, NGAs (including DTI) and private sector (including PCCI) and support efforts to validate the proposed business planning process, template and manual

Patrick Marshall knows, understands, and supports the requirement to be an advisor to the Filipino consultant and is adept at ensuring that meeting logistics and records management requirements are fulfilled from an electronic, digital photography and other approved recording methods.

He is also well versed in serving as an attaché to the Principal and Lead Consultant in team project management circumstances.

4. Orientation and training – Serve as an expert resource person during some of the orientation

and training for Regional LEIPOs on LGU Business Planning using the manual and template

Patrick Marshall has developed simple testing mechanisms for training and skills development which lead ultimately to certification of skills capacity and compliance for records management and benchmarking system requirements.

He is familiar with those systems developed by the UBCM, FCM and First nations Summit in Canada. He has delivered this service for an aboriginal community of 300 Members.

5. Deliverables – Revise and submit final outputs and deliverables in agreed written form.

Patrick Marshall is capable of delivering written, graphic, and digital evidence of the work using a variety of online and desktop products.


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Currency All currencies noted in this Service Agreement are in Canadian Dollars

Remittances

Article 2.4 remains in force.

Insurance

n/a

Daily Rate and Level of Effort (LOE)

Daily Rate Total Estimated LOE

$800.00

Schedule of Deliverables

Deliverables LoE Date (s) Amount Due

1. Work with Filipino counterpart consultant in developing approach, methodology and work plan for the contract engagement

.5

2. Research a compilation of Canadian and International best practices on business planning for local governments and prepare documentation and presentation materials

4

3. Travel to the Philippines 1

4. Provide technical assistance in developing the LGU business planning template, manual and related tools and work collaboratively with Filipino counterpart consultant in writing the drafts

8

5. Report revisions: Manual and Template and other tools for LGU Business Planning

3

6. Act as expert resource person in the training orientation of Regional LEIPOs on the use of Business Planning Manual, Tools and Template for LGUs

1.5

7. Travel back to Canada 1

8. Final revisions and submission of final deliverables (to be approved by BLGD Director)

1

Total 20

Specific Conditions The due dates, content and quality control on all deliverables will be agreed upon between the Contractor and DILG and CEA assigned managers.


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Appendix D – Mission Candidate Patrick N. Marshall Select Publications

Deep End of the Talent Pool - Attracting & Developing the Talent We Need Vancouver Island Economic Alliance | State of the Island Economic Summit Authors: Patrick Nelson Marshall | Economic Developer, Dave Bazowski, Shannon Joly, Karen Petit, Greg Baynton, Jan Marston #3 (Sponsor - To Be Confirmed ) Deep End of the Talent Pool - Attracting & Developing the Talent We Need – A new generation of skilled labour is needed to keep our economy moving. This is especially true in construction trades, resources industries, and health services. This panel of experts will share what they are doing differently while debunking myths about who is or isn’t coming to the Island and why. Dave Bazowski, Chair, BC Mining HR Task Force & the BC Pulp and Paper HR Task Force[invited] Greg Baynton, Chief Executive Officer, Vancouver Island Construction Association [invited] Shannon Joly CHRP, President, British Columbia Human Resource Management Association [Invited] Patrick Marshall, Chair, BC Coastal Forest Workforce Initiatives [confirmed] Karen Petit, Director, Strategic Solutions, People & Organizational Development [Invited] Jan Marston - Vice President, Human Resources & Corporate Timberwest [Invited] Forward - Framework for Ria Formosa water quality, aquaculture and resource development Institute of Marine Research - IMAR (Portugal) March 2013 Authors: Patrick Nelson Marshall | Economic Developer, João Gomes Ferreira My contribution is on page 16. In 2010 the Institute of Marine Research - IMAR (Portugal) was awarded a 2 year contract by the “Polis Litoral Ria Formosa”, under the Plan 6 (Plan for recovery and sustainable management of activities related to resources Ria) for the FORWARD project (Framework for Ria Formosa Water quality, Aquaculture, Resource & Development). The aim was to develop and test an integrated framework for interpreting coastal zone structure and dynamics, for the recovery and sustainability of aquaculture activities in the present and future. This public website and the book are the main sources for obtaining information about the project. Here you can find a description of the main objectives, activities and results. Shifting into Overdrive: Attracting Investment to the Coast The Truck Loggers Association January 17, 2013 Authors: Patrick Nelson Marshall | Economic Developer, Dwight Yochim, Isabelle Des Chênes, Tim Dekker Shifting into Overdrive: Attracting Investment to the Coast - Sponsor: Alm-Wood Contracting, Holbrook Dyson Logging LTD. With a renewed vision for the coastal forest sector and policy in place that ensures harvest of the allowable cut, what other factors are key and critical to ensure Moderator: TBC – Dwight Yochim, Executive Director TLA 1. Tim Dekker, Executive Vice-President MNP. Key financial considerations for successful business operations – 2. Ed Picher, Technology Sales Sitech Efficiencies in Software Technology 3. Patrick Marshall- Recruitment and Training 4. Isabelle Des Chenes, VP Market Relations & Communications – Forest Products Association of Canada Working together in the “new” forest sector. Vancouver Island Resources - The Road Conditions Ahead Vancouver Island Economic Alliance | State of the island Economic Summit October 15, 2012 Authors: Patrick Nelson Marshall | Economic Developer, Jim McIsaac, Levi Sampson, Jim Defer I served as the coordinater, planner and moderator for this session - Sponsored by BC Salmon Farmers Association What is the outlook for Vancouver Island’s major resource industries? While the Island economy continues work to diversify from its dependence on forest resources, our economy remains largely resource dependent. With continued expansion of global markets, the forest industry is showing signs of recovery from a prolonged economic downturn; mining is on an upswing with the recent rise in mineral prices, spurring the proposed development of several new mines on the Island; farmed salmon has been B.C.’s largest agricultural export for the past six years; the Commercial Fisheries continue to change shape; and efforts to “green the


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grid” continue with the development of new technologies to provide clean energy such as geothermal, tidal, run-of-river, solar and wind power. This session will provide an economic outlook for our regional resources industries and operations on Vancouver Island--emerging opportunities and markets, challenges and barriers to growth, and examples of collaboration and innovative partnerships. • Patrick Marshall, Capital EDC Economic Development Company – Moderator • Louise Nichol, HR Manager, Neucel Specialty Cellulose • Roberta Stevenson, Executive Director, BC Shellfish Growers Association • James McIssac, Chair, BC Commercial Fishing Caucus • Arnold Harasymchuk, Regional Agriculture Framework for Action • Vince Erenst, Marine Harvest Canada • Stephen Watson, BC Hydro • Mike Crawley, Cape Scott Wind Farm • Lyn Brown, Catalyst Paper Corporation • Levi Sampson, President, Harmac Pacific • Jim Defer, CFO, Compliance Energy Corporation The Ocean and Marinespace Economy Defined Seafood Choices Alliance | World Ocean Council | Patrick N. Marshall February 1, 2011 Authors: Patrick Nelson Marshall | Economic Developer, Paul Holthus, Chris Campbell Thanks to Paul and Chris, I was a last minute addition to this esteemed group of presenters at the Pre-Summit Session. This was the presentation where I met Professor João Gomes Ferreira who later used one of my slides to define the ocean and marinespace economy in his publication entitled Forward. http://www.oceancouncil.org/site/ Realities of Marine Spatial Planning Patrick N. Marshall October 2011 Authors: Patrick Nelson Marshall | Economic Developer, Paul Holthus This was a presentation prepared for Sustainable Shipping Magazine and delivered in Vancouver. Transit Riders Guide to Economic Development Vancouver Island Economic Alliance | State of the Island Economic Summit October 2010 Authors: Patrick Nelson Marshall | Economic Developer I was tired of people being marginalized by hearing our profession use the term "Subject 101". Not everyone has gone to College or University. Also, business is moving at the speed of rapid transit and I used to ride transit a lot in Toronto, hence the title. Summit Accountability Declaration Vancouver Island Economic Alliance | State of the Island Economic Summit October 2009 Authors: Patrick Nelson Marshall | Economic Developer, Cori Lynn Germiquet I developed a declaration for the Vancouver Island Economic Summit which was used as a rallying point for delegates at the State of the Island Summit in 2009. Economic Development 101 Union of British Columbia Municipalities April 2006 Authors: Patrick Nelson Marshall | Economic Developer I prepared and delivered a custom presentation outlining the scope of subject matter from municipal economic development practitioners. The follow on from this clinic was the 2009 survey and 2010 reports delivered to Membership. World Waterfront Design Symposium - Campbell River Charette Government of Japan | Yamaguchi Prefecture July 1997 Authors: Patrick Nelson Marshall | Economic Developer, Jim Hekkers I was one of two North American presenters at the inaugural conference to open the Kaikyo Messe Shimonoseki. The other presenter was James Hekkers, Managing Director of the Monterrey Bay Aquarium. It

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was an awesome experience to be a Guest of Japan. It was like the movie "Gung Ho" as I had to learn how to use powerpoint on the flight over there, my presentation was 20 gig, and the projector weighed 40 lbs. EDGE Magazine Economic Development Association of British Columbia | Patrick N. Marshall April 1994 Authors: Patrick Nelson Marshall | Economic Developer I served at the Vice President of the Economic Development Association of British Columbia in 1994-1995. I researched, wrote and organized the production of the inaugural version of this publication which led to the first version of INVEST BC web site. I still have a copy of the premiere edition. Municipal Staff Internship for Japanese Yakuba Staff District of Campbell River | City of Ishikari | Patrick N. Marshall March 1992 Authors: Patrick Nelson Marshall | Economic Developer I developed a four year internship program which provided young Ishikari Municipal employees with the opportunity to work for my staff and other Departments at Campbell River City Hall. The period lasted for one year and many of our Alumni went on to work for senior levels of government in Japan. Ontario Professional Planners Journal Ontario Professional Planners Institute January 1983 Authors: Patrick Nelson Marshall | Economic Developer, Glenn Miller I volunteered to work for Glenn Miller in his kitchen back in the eighties, publishing a journal. I think he tolerated me because I was one of the few Planners in Toronto that had a 512K MAC and the first version of the Laserwriter and he needed someone to print out columns so that we could paste u-p the Journal. I learned a lot for Mr. Miller.


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Appendix E – Mission Candidate Patrick N. Marshall Resume

Founder and Principle Economic Developer 2009 – Present Capital EDC Economic Development Company VICTORIA British Columbia Canada

Leading a group of 27 Resource Industry Associations developing projects and operations that have a common link and benefits outside of advocacy roles.

Supporting Logging Associations in their need to determine workforce initiatives that have a common interest across regional boundaries.

Contributed to the completion the airport development strategy for Vanderhoof resulting in the development and sale of 5 commercial lots groundside.

Facilitating 158 community leaders on the coast develop a common framework for receiving, reviewing and determining the relevance of sustainability subjects.

Reviewing and adjusting an economic development operation for a community of 1200 people.

Developing and economic development strategy and operation for a community owned Forest Corporation.

Chief Executive Officer and Principle Economic Developer 2007 – 2009 Ocean Industries British Columbia Population 4.45 million VICTORIA British Columbia Canada Led new interdisciplinary industrial and business development for NGO capturing private and public sector interests resulting in estimated $11.5 billion dollars to the GDP of BC employing more than 86,000 people;

Converted single interest Offshore Oil and Gas org into full spectrum Ocean and Marinespace organization;

Led the development for an $80 million dollar Ocean Technology and Marinespace Engineering Centre for British Columbia;

Converted operating Board of Directors to Results Governance Board of Directors using the John and Meriam Carver approach to policy management with a staff of 1 and a Board of Directors comprised of 12 volunteers;

Proposed half a million dollar economic stimulus package for rural, resource and metro areas networked across BC, Western Canada and the North;

Supported more than 100 diverse and autonomous government and non-government organizations in a consensus driven decision process focused on responsible development.

Founding General Manager, Principle Economic Developer & Corporate Secretary 2001 to 2007

Campbell River EDC River Corp Population 35,000 CAMPBELL RIVER British Columbia Canada Fulfilled more than $2 billion in development investment over 18 year period of service;

Chaired the Elk Falls Community Advisory Forum which brought combatants and campaigners together with Norske Canada in a monthly Consensus Forum that allowed neighbours, First Nations and suppliers to participate in socio-economic, environmental and business processes around an industrial complex that employed more than 1,400 people;

Developed the basis for community visioning program tied directly to annual operating and performance plans for economic development;

Recruited 8 community organizations, 35 staff, to co-locate in a surplus RCMP Detachment complex, overhauled the building and presented it as the first One-Stop Enterprise Centre on Vancouver Island;

Responsible for ensuring that Campbell River was rated as one of the top places to retire;

Ensured that Campbell River was considered and maintained as a leading community in the Vancouver Island North Region, comprised of 3 Regional Districts;

Accurately identified and had sanctioned Campbell River sanctioned as a leader in Aerospace and Aquaculture Industry development as part of a diversification strategy away from dependence on Forest Resources.

Economic Development Transition Manager and Executive Director 2001 North Central Vancouver Island Population 45,000 CAMPBELL RIVER British Columbia Canada

Responsible for supporting a new Regional Tourism Destination Management Organization, while concurrently establishing a new Economic Development Corporation, complete with separate reporting and accountability requirements of separate Board of Directors.

Founding Manager, Property and Economic Development Department 1989-2000

Campbell River Population 35,000BC CAMPBELL RIVER British Columbia Canada Responsible for establishing a hybrid economic development department that included the management of Municipal property assets;

Sold out a municipally owned Industrial park;

Represented municipal interests in First Nation development of 1300 berth Marina, 400,000 square feet of regional retail trade centre and Cruise Ship Terminal;

Constructed business case for cruise ship terminal resulting in the successful award of $19 million in public sector investment;

Sole representative on the Industrial Benefits Package and accountability reporting for the Island Cogeneration Plant, a $1 billion dollar investment in Campbell River;


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Responsible for the Sister City Relationship with Ishikari Japan for 10 years including a municipal Internship program for Japanese Municipal Workers;

Created “Visionquest” Program and Neighbourhood Council meetings where local politicians meet with residents in their own neighbourhoods to brief them on plans for the forthcoming years and hear from taxpayers in an accountable manner;

Responsible for creating communications and delivering five Municipal Borrowing Referendums, including community consultation and developer liaison for the construction of Municipal Facilities.

Director of Marketing, Strategic Real Estate Design Group 1987 to 1989

Boulevard Communications Limited TORONTO Ontario Canada

Responsible for the support to $10 million annual billings for strategic Real Estate Marketing and Design Firm based in Toronto with global clients;

Clients included City of Mississauga City Centre Development Coalition, Marathon Realty Coal Harbour Waterfront Centre Vancouver, Olympia and York, Cadillac Fairview, Scotia bank, CIBC and other leading development corporations and municipalities.

City of North York Population 750,000 1979 - 1987

Toronto Ontario Population 4 million TORONTO Ontario Canada

Director of Development Information, 1985 – 1987 Property and Economic Development Department TORONTO Ontario Canada

Recruited to the first Property and Economic Development Department to be commissioned in Metro Toronto from the Planning Department, served as part of a 4 person specialty team reporting to the Mayor, member Municipal Council and Board of Control for a City pop. 750,000;

Created a 17 member company, $1 million dollar development marketing coalition to promote and sell more than $2 billion dollars worth of retail, residential and corporate office space known as “Downtown North York” in the City of North York, designed to provide an alternative to Downtown Toronto;

Designed, managed and completed a $75,000 instant public awareness campaign entitled “Sheppard Subway: I Need it Now” campaign for a $3 billion rapid transit line to diffuse traffic congestion at the heart of the Metro Toronto area. The 120 day program was designed in 24 hours and deployed in 90 days, resulted in the approval of the investment by the Toronto Transit Commission and Province of Ontario.

Worked on Canada’s first P3 development, the North York Civic Centre comprised of a 180,000 ft. public library, 100 room Novotel Hotel, 400,000 ft. office space led by Petro Canada’s Head Office and the infamous Mel Lastman Square;

Focused on business retention and recruitment programs for 50 wards and planning areas populated by 17,000 businesses, including the conversion of DND Base Downsview;

Captain of the TEAM [Together Each Achieves More] Toronto Economic Development Group that represented 6 cities serving a regional population of 4.5 million and delivered inbound investment and trade promotions for a multilayered regional municipality, preparing the region for merger

Planner II, Development Control, Long Range Planning and Research Division 1983 - 1985 Planning and Development Department TORONTO Ontario Canada

Moved through stages of Summer Student Planning Intern from High School through the School of Urban and Regional Planning to a full time position as a certified Planner achieving the MCIP designation;

Specialized in Urban Design and Engineering, Cadastral Base Mapping, Commercial sub-centre development, long range planning policy and development control including urban environmental assessment processes and the Ontario Municipal Board.

Student Engineer and Planning Intern 1979 - 1983 Public Works Department and the Planning and Development Department TORONTO Ontario Canada

Select Volunteer Highlights

Director, Chairman of the Board of Directors and Chief Governance Officer 2005 to2011

Small Business BC Population 4.45 million VANCOUVER British Columbia Canada

Transitioned a mixed private | public sector Board of Directors to reduce dependence on public dollars for $2.5 million annual allocation from Canada and British Columbia;

Build new revenue streams from market-based products and services with 25 employees and a 7 person volunteer Board of Directors;

Construct a regional network of franchised locations from a base of operations at the Station located at the terminus of the Seabus and SkyTrain in Downtown Vancouver;

Develop new thought leadership for supporting micro, small and medium enterprise through economic crisis.

Chef de Mission British Columbia Marketing Team Offshore Technology May 2008 Ocean Industries BC HOUSTON Texas USA

British Columbia Marketing Team Biomarine 2008 October 2008 Ocean Industries BC MARSEILLES Provence France


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Chef de Mission British Columbia Coastal Mayors September 2006 Largest Economic Mission and Delegation from British Columbia STAVANGER Rogaland Norway

Vice President & Founder EDGE British Columbia Magazine [InvestBC] 1996 Economic Developers Association of British Columbia VANCOUVER British Columbia Canada

Presenter, International Waterfront Design Symposium July 1996 Guest of Japan, Professional Economic Developer SHIMONOSEKI Yamaguchi Japan

Shi Mai Toshi Representative and Leader Tomodachi Tours July 1989 to January 1996 Sister City Missions, 10th Anniversary, and Internship Program ISHIKARI Hokkaido Japan

President 1992 to 1994 Vancouver Island Economic Developers Association NANAIMO British Columbia Canada

National Conference Host 1988 Economic Developers Association of Canada Mission ’88 SCARBOROUGH Ontario Canada

Director and Marketing Canada Awards Policy Chair 1987 Economic Developers Association of Canada OTTAWA Ontario Canada

Member, Industrial Developers Council of Ontario 1984-1989 TORONTO Ontario Canada

Editor, The Ontario Professional Planners Journal 1983 to 1985 Ontario Professional Planners Institute TORONTO Ontario Canada

Awards

British Columbia Economic Developer of the Year 2007 Economic Development Association of British Columbia VANCOUVER British Columbia Canada

Small Business of the Year Finalist 2006

Vancouver Island Business Examiner Awards of Excellence VICTORIA British Columbia Canada

Synchronist Software Corporate Intelligence Innovation Award 2005

CHICAGO Illinois USA

Nominee British Columbia Economic Developer of the Year 1996 and 2002 VANCOUVER British Columbia Canada

23 Career Marketing Canada Awards 1986 to present

Economic Development Association of Canada

Media awards for Campbell River, Mississauga, and North York OTTAWA Ontario Canada


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Appendix F: Patrick N. Marshall’s Select Clients and Projects

Industrial Commercial Investments Campbell River Superstore Discovery Harbour Marina & Centre Fletcher Challenge Energy Island Cogeneration Plant Elk Falls North Island College Campbell River Campus Novatel North York Olympia & York Ltd. Cadillac Fairview Ltd. Detroit Allison Diesel Campbell River Centre Downtown North York Greater Campbell River NorthPort Imperial Oil/ McDonalds Canada Highway 19 Express Mississauga City Centre Xerox Canada North American Life Centre Municipal Investments Mel Lastman Civic Square North York Centre Subway Station North York Public Library Central Branch Sheppard Subway Branch Line Island Highway 19 Realignment Maple Street Connector Middlepoint Industrial Park Norm Wood Environmental Centre Waterfront Acquisition Program Major Projects Central Coast Land & Coastal Resource Management Plan Technical Advisory Downtown North York Leasing & Relocation Innovation York Research Centre Metro Toronto Canadian Financial Centre Program Metro Toronto Tech Transfer Program Vancouver Island Economic Development Strategy Vancouver Island Land Use Plan BC Premier’s Advisor on the Vancouver Island Opportunities Summit Canadian Centre for Advanced Film Studies | E.P. Taylor Estate Campus CIBC Call Centre King Street West North York Industrial Park Strategies OCP Policy Proctor & Gamble Centre Willowdale Avenue Commercial Sub Centre strategy Business Development Boeing | DeHavilland transition Downtown, Campbellton & Willow Point BIA organizations

Ishikari City Five Year Plan North York Centre for the Performing Arts North York Chamber of Commerce establishment Royal LePage National Sales Program Spar Aerospace expansion Campbell River Indian Band Development Corporation Cansalm Products Ltd. MacMillan Bloedel/Weyerhaeuser Transition Quinsam Coal Restructuring & expansion TimberWest Transition / Goepell McDermid TMAR Industries Ltd. expansion Vancouver Island Renuable Resources Development Research Islington Avenue Business Improvement Area North York Civic Centre Due Diligence Report North York Commercial Sub Centre Development Policy North York Fact Profile North York Industrial Park Development Policy Air Transportation Study Campbell River Campbell River Industrial Relocation Study Campbell River Manufacturing Renewal Strategy Forest Sector Development Strategy Impact of Tourism on Strathcona Discovery Vancouver Island Business Development Strategy Communications 1994 BC Festival of the Arts Program Metro Toronto Office Guide North American Corporate Executives Program North York & Metro Industrial Guides North York Business Communications Program North York Corporate Recruitment Program Return to the River Campaign Concept Seneca College Applied Innovation Centre Program Sheppard Subway Ontario Lobby Program The Heart of the City Program for Downtown North York 10th Anniversary of Twin Cities Campbell River Campbell River & District Hospital Catscan Lobby North Islands and Coasts Forest Alliance of BC Campbell River Sportsplex Referendum Downtown Community Facility Referendums Mississauga City Centre Leasing & Development Program Police & Public Safety Building Referendum Strathcona & Discovery Islands Brand The Natural Home for Business Program Western Premier’s Conference 1997


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Appendix G – Recommendations for Patrick N. Marshall

17 people have recommended Patrick Nelson "Patrick is a very good communicator who strives to find a successful result for all involved. He believes in fully understanding an issue before seeking solutions and is a fantastic collaborator. His key strength is the breadth of his list of contacts and his ability to find linkages and common interests among a variety of stakeholders. Patrick is trustworthy beyond reproach and works well independently." — David Lewis, Executive Director, The Truck Loggers Association was Patrick Nelson's client "Patrick understands the values and diverse opinions within a community and can show the differences to the audience, and help bring a consensus opinion to the table. The detail is incredible and accurate." — Glen Bonderud, Chair Sunshine Coast Community Forest Corporationwas Patrick Nelson Marshall’s client "Patrick has been instrumental to the viability of OIBC by provide invaluable services. He is very effective in coordinating the efforts of many other volunteers, including those on the Board, so that we can advance on the goals and objectives of OIBC." — David Fissel, Chairperson and Senior Scientist, ASL Environmental Sciences, worked directly with Patrick Nelson Marshall at Ocean Industries BC "Patrick has demonstrated commitment and passion for the Small Business client in BC. It's been energizing meeting, planning and working with Patrick. His enthusiasm and immediate call to action attitude is refreshing for the Lower Vancouver Island Business Community. I hope to continue working with Patrick in the future." — John Juricic, Biz Dev Enthusiast, Etraffic Solutions Inc, was with another company when working with Patrick Nelson Marshall at www.PatrickMarshall.tel "I would highly recommend Patrick for demanding projects like this, which involve leadership and coordination of several different organizations whose interests are not always aligned. Patrick demonstrated the resourcefulness, creativity and hard work to succeed each year. Not only did the participating companies come to an agreement, they also came away with very good business results." — David Fissel, was Patrick Nelson Marshall’s client "Patrick has certainly proven to be a superb leader, mentor and coach! I have had the privilege to serve with Patrick as his Vice Chair on the board of Small Business BC and have seen first hand his passion, drive & commitment in genuinely making a difference to enhance and grow Small Business in BC and beyond. I have personally benefited from his leadership and look forward to continue working with Patrick at every opportunity." — Aly Karmali, Vice Chair & Director, Small Business BC, was with another company when working with Patrick Nelson Marshall at Small Business BC "Patrick is extremely dedicated and passionate in his role as Chair of Small Business BC. He goes above and beyond, is a consummate professional and true gentleman. He is a keen supporter of those around him and is always looking out for the needs of others. With his exceptional business and leadership experience and track record as a facilitator and problem-solver, any business or organization would be fortunate to have him as its leader." — Cybele Negris, Vice Chair, Board of Directors, Small Business BC, worked directly with Patrick Nelson Marshall at Small Business BC

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"I have had the pleasure of working with Patrick Marshall in his capacity of CEO of Oceans Industries BC. Patrick has a winning attitude that embraces all challenges and encourages collaboration. As an effective leader his vision, tenacity and loyalty to his colleagues on Vancouver Island ensures that all around him are successful. Leadership demands that we have the ability to realize our goals—to turn vision into reality. Those who have given themselves to leadership know how difficult this is. Patrick is a true leader in every sense of the word." — Cori Lynn Germiquet, President, Vancouver Island Economic Alliance, was with another company when working with Patrick Nelson Marshall at VANCOUVER ISLAND Economic Alliance "Patrick is a committed individual who has a keen knack for identifying opportunities where others fail to. He also has a very strong ability to bring disparate interests and individuals together for common purpose. And on top of all tha, he is always a positive individual and a pleasure to work with." — Byng Giraud, Senior Director, Policy & Communications, Association for Mineral Exploration British Columbia, worked directly with Patrick Nelson Marshall at OCEAN Industries BC "I have come to know Patrick Marshall over the past year through my work on the Victoria International Marina project. Patrick has assisted us on numerous occasions, acting variously as MC for public events, coordinator of industry functions, media liaison, facilitator of key introductions, and a considerate and discreet sounding board. He is a consummate professional, attending to details at every step to ensure success. He is clearly passionate about his work, giving his time and attention well beyond the 'call of duty'. Based on my experience with Patrick Marshall since I met him, I would gladly recommend him prospective clients or companies. Lachlan MacLean" — Lachlan MacLean, General Manager - Marina Operations, WAM Development Group, was with another company when working with Patrick Nelson Marshall at OCEAN Industries BC "Patrick Marshall is known to me through my company's association with OIBC, a client in the marine services sector. OIBC engaged our retained services to source, select and place their CEO. Patrick was appointed to the position of CEO on the basis of his strategic mindset, his exceptional successes in business development and his skills in developing and aligning strategy to organizational goals. During the selection process, Patrick outshone a number of contenders for the position due to his expertise in market development and stakeholder relations. My client has expressed a very high regard for Patrick, particularly for the significant contribution he has made in the growth and market positioining of OIBC." — Shawn Jacobs, Managing Partner & Owner, Jacobs Scott Ltd, was a consultant or contractor to Patrick Nelson Marshall at OCEAN Industries BC "Energetic, efficient, and engaging. Patrick is spirited and enthusiastic about his work in the Economic Development field. He provided excellent business intelligence to me that assisted in my going forward in my consultation practice. He was timely, informative, and accurate in the advice he offered. I would not hestitate to recommend his professional service to any who asked, or that I thought would benefit from it." — John MacArthur, CHRP, Consultant, MacArthur Park Group, was with another company when working with Patrick Nelson Marshall at CAMPBELL RIVER Economic Development Corporation | Rivercorp "Patrick is a well organized, thoughtful and respectful person who is highly skilled at coordination of complex and time sensitive activities. His work as the head of our mayors delegation to Norway was superlative. His attention to the tiniest of details combined with his ability to match needs and priorities up with the very best fit made this mission one to remember. I would not hesitate to recommend Patrick for this and many other tasks in the future." — MaryEllen Walling, Chief Executive Officer, British Columbia Salmon Farmers was Patrick Nelson Marshall’s client


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"There are times in one's professional life another person will make a lasting impact - Patrick has been that influence to me. His calm, savvy, ethical manner continues to inspire me to be a better professional. During the "Mayors to Stavanger" mission, Patrick was able to not only keep 13 municipal leaders organized, he represented Vancouver Island and Canada at the highest level. I have no hesitation recommending Patrick as a leader in his field, a consummate spokesperson for economic development and British Columbia." — Marilyn MacArthur EcD, Manager Economic Development, Regional District of Mount Waddington, worked with Patrick Nelson at CANADA BC Mayors to Stavanger Norway "Patrick gets it. Why do the work without taking the payout? Short-term gains (i.e. business retention program) are great, but Patrick looks for the bigger picture and the long-term potential. He asks the tough questions and isn't afraid of taking a position or doing the work needed to change outcomes. As a result, he will always be ahead of his peers." — Eric Canada, Chief Strategist, Blane, Canada Ltd., was with another company when working with Patrick Nelson at Campbell River EDC Rivercorp "Patrick has a great deal of knowledge in the area of economic development at strategic and tactical levels. He has applied this knowledge successfully in various endeavors and does a good job of setting objectives and producing results. Patrick also excels at public presentations, building results oriented collaborative alliances and forming meaningful networks. All in all a seasoned professional that delivers." — Shelley McDade, EVP, Business Integration, M & A, Coastal Community Credit Union, was with another company when working with Patrick Nelson Marshall at the Campbell River EDC Economic Development Corporation Rivercorp "It was with pleasure that I served under Patrick’s leadership on the Economic Development Commission in Campbell River in the early nineties. We have just re-connected after many years so am excited about his current projects and the possibilities they hold for the future . His passion for his work is infectious and one can not help but get involved ." — Steve Lindsay, president, Brenwin Developments, worked indirectly for Patrick Nelson Marshall at District of Campbell River British Columbia Canada


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Appendix H – Patrick N. Marshall Subject Matter Experts

Name Title | Organization

Technical Advisor | Areas of Expertise Biography

Denise Kiona Henning Ph.D.

Technical Advisor | Aboriginal Community, Education and Training

As the President and CEO for Northwest Community College, I am a committed educator who I believe has become a leader in administration in higher education. My philosophy as a leader of change is based on building relationships through a collaborative and team-spirited approach and I have used these principles in both my teaching and administration over the past 14 years to energize people to think outward while focusing on the needs of students. I simply believe that as a leader, it is my role to ensure that colleagues recognize the need to be on vision, on mission, and to be ethically principled.

As a Cherokee/Choctaw originating from Creek County in Oklahoma, I have a deep passion for equity and inclusion in higher education, as well as a concern for assisting students; faculty, staff, and administrators from all backgrounds appreciate the rich heritages present in our country and in our contemporary world. My career includes consultations with institutions of higher education and organizations throughout the United States and Canada. My experience as a researcher includes Aboriginal Graduate student persistence and completion, Aboriginal Women’s Issues, and reducing the disparity of Mathematics, Science, and Literacy attainment of underrepresented students.

Having a working knowledge of the development, implementation, and administration at all levels of post-secondary education, I credit much of my knowledge to both my undergraduate and graduate experiences provided in my personal education experience. My life has been dedicated to working towards inclusion and equity in higher education and to increasing the knowledge and appreciation, by all people, of the rich heritages of Aboriginal peoples in North America.

Patrick Marshall BES SURP Economic Developer Capital EDC Economic Development Company

Technical Advisor | Urban and Regional Development

Patrick has conducted over 300 business retention, expansion, recruitment, in-bound investment and operations in two Provinces in Canada. He has worked on the support of the development of hundreds of thousands of dollar’s worth of industrial, commercial, residential and government investment, and more than 300 customers projects for local government and industry associations. Patrick combines his understanding of urban and regional processes with the pragmatic, and vision for detail required to ensure successful Growth, Planning and Sustainability [GPS] for both private and public sector organizations.

Patrick’s past work experience includes: Chief Executive Officer, Ocean Industries British Columbia from 2007 to 2009, Chief Executive Officer and Economic Developer for the Campbell River Economic Development Corporation from 2000 to 2007, Transition Manager, North Central Island Tourism Organization from 1999 to 2000, Manager, Property & Economic Development for the City of Campbell River from 1989 to 2001, Director of Marketing, Bowman Boulevard Strategic Real Estate Marketing Ltd. Toronto from 1987 to 1989, Urban Planner for the City of North York, Metropolitan Toronto from 1979 to 1987.

Patrick completed a Bachelor of Environmental Studies Honours Degree from the School of Urban and Regional Planning SURP at the University of Waterloo in Ontario, Canada in 1983. He was engaged in the Internship Program at the University and served four terms as an Engineering and Planning Intern with the City of North York, Metropolitan Toronto, Ontario, Canada. Patrick also attended Year 1 and Year 2 of the University of Waterloo Economic Development program sponsored by the Economic Developer’s Association of Canada and associated workshop’s. He was inducted as a Member of the Canadian Institute of Planners MCIP in 1984 and a Member of the Ontario Professional Planners Institute also in 1984.


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Sandra Miles CHIRP Co-Founder, President and CEO Miles Employment Group Ltd

Technical Advisor | Labour Market and Immigration

Sandra has over 25 years experience in the staffing industry in Vancouver, British Columbia. Sandra was the Founder and President of an employment agency in Vancouver from 1986 until selling her shares in 2000.

The Miles Employment Group Ltd represents her second venture which incorporated in 2002. A Business in Vancouver 40 under 40 Achievement Award recipient and YWCA Women of Distinction Nominee, Entrepreneur Category, Sandra has volunteered countless hours to assist non-profit organizations and she has sat on many influential boards and high profile committees.

Sandra has been included in a book “Women Business Owners: The New Pioneers” launched by the Women’s Enterprise Centre in partnership with Western Economic Diversification, for Small Business Month in October 2008 and has been nominated for RBC’s Canadian Women Entrepreneur of the Year Award 2008.

Miles Employment Group has delivered exceptional temporary, contract permanent search and RPO staffing services to Greater Vancouver’s business community and employed over 1200 individuals in 2009 and placed over 600 individuals in permanent roles. Our client list includes firms in the following industries: high tech; financial services; mining; real estate; property development; health; architectural; construction; engineering; tourism; legal; travel; insurance; education; crown corporations; government; academia; manufacturing; services; call centre; PR & advertising; retail; transportation & public utilities.

In addition, the Miles Employment Group is proud to have been selected as a preferred staffing supplier to the following: British Columbia Transmission Corporation (BCTC); Vancouver Olympic Organizing Committee for the 2010 Olympic and Paralympic Winter Games (VANOC); BTS/NBC; SME MARITZ.

Cybele Negris Co-Founder webnames.ca Canada’s first Registry

Technical Advisor | Communications, Digital Culture and Mobility

Cybele Negris is Co-Founder of Webnames.ca, a multi-million dollar Internet solutions company and Canada’s original .ca domain name registrar. Webnames.ca recently launched www.hornethub.com, a .TEL address book application for Blackberry smartphones. Ms. Negris is also the Co-Owner of Construction By Design, a Georgie award-winning residential construction firm.

Ms. Negris is on the board of the Forum for Women Entrepreneurs (FWE), and serves as Chair of the FWE E-series Program. She’s also a former member of the board of the Vancouver Economic Development Commission and a member of the Innovasion Conference and 2010 Taskforces.

Her many other appointments include member of the board of the Government of B.C.’s Small Business Roundtable, Co-Chair of the Vancouver Canary Derby, and judge for the Small Business BC Business Plan Contest. She’s past President of the not-for-profit Wired Woman Vancouver, and is currently a mentor with their mentorship program.

Ms. Negris has been recognized for her outstanding achievement with numerous awards, including PROFIT W100 Canada's Top Women Entrepreneurs (2004 to 2009), Finalist, YWCA Women of Distinction (2006), Finalist, Ernst & Young Entrepreneur of the Year Pacific (2005), and Business in Vancouver’s Top 40 Under 40 (2003). She also speaks at over a dozen entrepreneurship and technology events each year.


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Andrew Walls CD Vice President Marketing New Energy Corp

Technical Advisor | Research, Innovation and Technology

Andrew began his Ocean Sector career as a Naval Officer while attending the University if New Brunswick and Saint Thomas University. During his time with the Canadian Navy, Andrew held a number of postings, with specialization in navigation, ASW operations and the training and instruction fields. On leaving the Navy, Andrew moved into the commercial shipping and international trading world, first working as a shipping agent and operations manager before moving to the trading side of the business,

After a brief appointment in a business development role with the Racal Decca Company, Andrew was offered an opportunity to join the British Columbia Institute of Technology (BCIT)-where he established their Ocean Center of Excellence. Andrew subsequently joined the British Columbia Innovation Council (A British Columbia Government Crown Agency) in the position of Director, Ocean Science and Energy, where his role was to identify and foster the development of the British Columbia's Ocean Technology Cluster

In July 2010 Andrew joined New Energy Corporation as Director of Partnership Development and in December 2011 assumed responsibilities as Vice President, Marketing. Andrew is a co-founder and active member of OREG (The Ocean Renewable Energy Group)and is currently serving as President, BC COIN (British Columbia Cooperative Ocean Innovation Network)

Phil Heard President Heard Consulting Service Inc.

Technical Advisor | Tourism Development and Marketing

Phil Heard is a 20-year veteran of strategic business development and operations with key strengths in revenue production, innovation and human resource development. He astutely assesses business environments, objectives and resources to create clear, comprehensive strategic plans. Phil moves easily between strategic theory and converting into tactical execution. He is very successful in providing persuasive leadership that is both focused and flexible for corporate team members and key stakeholders. His experience includes large and medium-sized companies across a range of industries.

Merger and Acquisition: Develops and directs comprehensive, tailored business and marketing strategies for merger and acquisition requirements, including business valuation, legal and timing. Skilled at managing organizational challenges in pre- and post-merger or acquisition environments. Facility and Operations: Results-driven operations manager with extensive experience across a range of industries. Experience with the general management, direction and coordination of facility and operations management team, legal and union guidelines, as well as safety and environmental compliance. Leads large administrative staff to ensure that operations and budgets are managed in a timely and cost effective manner. Business Development and Marketing: Aggressively drives corporate revenue and communication objectives by evaluating market opportunities and implementing business development strategies. Manages corporate communications, marketing and PR strategies in support of corporate revenue and business development objectives.

Glen Bonderud BSc

Technical Advisor | Trade and Investment Promotion

Glen Bonderud, B.Sc. draws on over 30 years of experience in the forest industry in sales, operations, domestic and international marketing, and senior executive positions. He led the development of Japanese and Asian markets for MacMillan Bloedel (MB) Ltd, culminating in his role as CEO of MB's Japanese subsidiary. More recently he has provided executive direction to North American and Japanese forest product distributors, and worked with Asian suppliers to implement the distributors' quality control standards.

Glen has detailed knowledge of Japanese wood products import, production, and internal distribution systems and establishing professional and social networks in Japan to obtain business intelligence. He has a working knowledge of Japanese. He has established relationships and knowledge of suppliers in North America, China, Brazil, Sweden, and Finland, and successfully marketing wood products in Japan, Korea, Taiwan, UK, Australia,


[email protected]




continental Europe, and North America.

He has conducted market research and developed global marketing/business strategies for projects in North America, Asia and Europe.

Glen's key strengths include: analysis of markets and product opportunities, understanding of economics of the supply chain from logs, through mills to final products and markets, ability to work across cultures to achieve project goals.

Dave Lewis RPF Former Executive Director The Truck Loggers Association

Technical Advisor | Forest Industry – Harvest

Dave Lewis, RPF, is a member of the Board of Directors of the BC Forest Safety Council, representing the Truck Loggers Association where he is Executive Director. Dave completed a forestry degree from UBC, then went to work for a major licensee in Gold River. He later owned a forest engineering company, served as the town’s mayor for one term, worked on a biomass power development and conducted fishing charters in the summer. Dave tries to bring a community focus to the job of representing independent forest contractors on the coast. Dave is an entrepreneur at heart, having started his first business at the age of 17 and worked for himself most of his working life.

Glen Bonderud BSc

Technical Advisor | Forest Industry – Sales, Marketing, Asia and United States Trade

Glen Bonderud, B.Sc. draws on over 30 years of experience in the forest industry in sales, operations, domestic and international marketing, and senior executive positions. He led the development of Japanese and Asian markets for MacMillan Bloedel (MB) Ltd, culminating in his role as CEO of MB's Japanese subsidiary. More recently he has provided executive direction to North American and Japanese forest product distributors, and worked with Asian suppliers to implement the distributors' quality control standards.

Glen has detailed knowledge of Japanese wood products import, production, and internal distribution systems and establishing professional and social networks in Japan to obtain business intelligence. He has a working knowledge of Japanese. He has established relationships and knowledge of suppliers in North America, China, Brazil, Sweden, and Finland, and successfully marketing wood products in Japan, Korea, Taiwan, UK, Australia, continental Europe, and North America.

He has conducted market research and developed global marketing/business strategies for projects in North America, Asia and Europe.

Glen's key strengths include: analysis of markets and product opportunities, understanding of economics of the supply chain from logs, through mills to final products and markets, ability to work across cultures to achieve project goals.

Dave Bazowski

Technical Adviser | Mining Industry

David Bazowski assists organizations in both the private and public sectors in all facets of human resources and business development, including planning, development and implementation of programs and strategies. A key area of specialization is facilitation with a diversity of stakeholders, including private sector business, labour unions, First Nations and government.

David has spent the last decade in senior leadership roles in business development, human resources and general management for resource companies in British Columbia. He has 30 years of progressive experience in HR, Operational Management, and Corporate Public affairs in BC and the Yukon, and thrives in situations that demand creative problem-solving and effective leadership. In addition, he can pull together specialized, integrated teams to deal with specific challenges. He has a stellar reputation for integrity, a results-based work ethic and a straightforward approach.

Currently, David serves as Chair to the BC mining industry’s special task force on labour


[email protected]




shortages and HR planning, in addition to operating his own consultancy. A brief summary of his skills and experience is outlined below.

While working for Boliden Westmin Canada Ltd., David represented the company in Canada on behalf of the Swedish parent company. Over the years, he has built close working relationships with various Government agencies, particularly the Province of BC. He was Corporate Representative on Board of Directors for the Mining Association of BC and the Mining Association of Canada. Conversely, he has worked with non- Canadian public agencies (namely the State of Tennessee) to facilitate funding and project development that directly contributed to the start-up of a major mine.

Odd Grydeland President Diversified Aquaculture Inc.

Technical Adviser | Agrifoods and Europe Trade

Acting consultant responsible for providing leadership and advice to a variety of federal government and private clients. Responsible to develop client relations, establish contracts, undertake work, write reports, and hire subcontractors as required. Full P&L accountability.

Researched and developed a report for aquaculture regulatory reform for the Federal Government; recommendations were adopted by the Department of Fisheries and Oceans in Ottawa. Advised a BC fishing company in the negotiation of a multi-million dollar service contract with a major aquaculture organization in Canada. Provided consultative advice to an aquaculture company, identifying suitable areas for the expansion of their existing business.

Initiated a customized training program and curriculum for a local college, to prepare coastal First Nation students embarking on a career in aquaculture. Co-authored a report for Agriculture & Agri-Food Canada entitled “The Canadian Farmed Salmon Industry- Benchmark Analysis for the US Market with GSGislason & Associates Ltd., Vancouver B.C. Planned and conducted a DFO-sponsored workshop on Business Risk Management.

Capt. [Navy] Andrew Walls CD [Ret’d] Vice President Marketing New Energy Corp

Technical Adviser | Technology, Clean Tech and Green Economy




Technical Advisor | Tourism, Foodservice and Hospitality

A dynamic, passionate and forward thinking CEO & President of the BC Restaurant and Foodservices Association, Ian Tostenson combines energy and integrity with proven achievement in all areas of business. Ian has used this role combined with his intense commitment to the environment to bring Al Gore’s “An Inconvenient Truth” presentation on September 29th 2007 to over 1500 people at the Westin Bayshore.

Using strategic leadership, Ian advocates and engages groups and people towards success.


[email protected]




Ian Tostenson CEO & President, BC Restaurant and Foodservices Association

As part of the Climate Action Team, Ian has accepted a challenge from the Premier to devise plans to deliver on the government’s commitment of reducing greenhouse gas emissions. Aligning with Ian’s personal values, the Team is leading the focus to find new ways to provide a sustainable environmental legacy for future generations. Also currently a part of the Permanent Small Business Roundtable since 2005, Ian has taken part in working through the issues and challenges that face small business owners of BC.

Ian was previously chairman for the BC Wine Institute from 1995 – 2000 as well as President and CEO of Cascadia Brands (Calona Vineyards, Granville Island Brewing, Grady Wine Marketing and Burrowing Owl Winery) for over 21 years. Ian was Director for Canadian Wine Institute and Brewers Association of Canada and has a wide depth of knowledge and extreme passion that radiates to those around him. Other leadership roles have included President and CEO of 1 Four Management Ltd. and VP of Sales and Marketing and Director of Sales for Calona Wines Limited where he pioneered innovative strategies to position the organization as a market leader. Also a finalist for Business in Vancouver Entrepeneur of the Year Awards and Winner of the Business in Vancouver under 40 Entrepeneur of the Year Award, Ian uses a love for innovative thinking and technology to lead the way in business.

Ian is also currently Past President of the David Foster Foundation where he continues to create a lasting legacy for the benefit of families with children requiring life threatening organ transplants. He speaks to this cause regularly, as well as to the Have Hope Action Values and Ethics where Ian worked with partners to open a culinary training centre directed to Downtown East Side Residents. Above all else, Ian is a coach and mentor to not only those he touches in the business and non-profit world, but to his two sons with whom he lives with in North Vancouver with his wife Cathy.

Darryl Anderson BA MBA Managing Director Wave Point Consulting Ltd.

Technical Advisor | Transportation: Ports

Darryl Anderson is the Managing Director of Wave Point Consulting Ltd. a Canadian based professional advisory practice providing entrepreneurial solution in four key areas that drive business growth: trade development, transportation, real estate, and strategic planning.

Mr. Anderson is a professional with over twenty-two years of experience in the private and public sectors. Mr. Anderson’s consulting projects have focused on market research, transportation competitiveness and supply chain analysis for airports, marine ports, railways and shippers. Highway infrastructure improvements and maintenance contracts, cruise industry development and real estate analysis, describe the balance of Mr. Anderson’s other recent projects. Mr. Anderson maintains an active independent research practice focusing exclusively on maritime transportation and policy issues.

Mr. Anderson’s previous positions in the private and public sector include: Port Authority President/CEO, Manager, Business Development & Customer Services, Manager, Business Development & Planning, Manager, Rail/Intermodal & Marine, Chief, Harbour Authority Implementation and Manager, Trade Policy & Business Intelligence. Mr. Anderson was awarded a MBA from the Australian Maritime College, a BA from Trinity Western University, a Diploma in Urban Land Economics from UBC and a Certificate in Shipping & Marine Operations from BCIT.

An award-winning author, Mr. Anderson is active in numerous professional organizations, serving as the past president of the Canadian Transportation Research Forum, past chair and of the Cruise BC Association and director for the Association of Canadian Port Authorities. Currently he is a director of Ocean Initiatives BC and member of Tourism Victoria.


[email protected]




Capt. [Navy] Andrew Walls CD [Ret’d]

Technical Advisor | Transportation: Marine, Aerospace and Defence




David Stocks President and Naval Architect 3GA Marine Ltd.

Technical Advisor | Transportation: Marinespace

David is an experienced Naval Architect with over 37 years in the marine sector. He founded 3GA Marine in response to a need from the commercial marine sector in Canada and across the Pacific Rim for high quality responsive consulting services. His philosophy is to fill that need through the assembly of subject matter expert individuals each with relevant specific capabilities to form a team which together exceeds the sum of its parts.

3GA is an association of expertise required to optimize solutions.

David immigrated to Canada in 1982 after training in a UK Shipyard and graduating from Newcastle University in Naval Architecture and Shipbuilding. His background in the

Canadian marine industry started in the Beaufort oil and gas development projects of the early 80’s and has since included various positions of responsibility in both the public (Transport Canada / Coast Guard) and private sectors on all three of Canada’s coasts and also in the Great Lakes. He started the BMT Fleet Technology office in Victoria in 2004 and through 2011 oversaw its growth and the development of a full engineering and consulting services company with offices in both Victoria and Vancouver. He has work with all the major shipyards and ship owners in BC and participated in the West Coast Shipbuilding and Repair Forum.

He has Board experience at BMT Fleet Technology and is the immediate past Chairman of the Board of Ocean Initiatives BC, a volunteer advocate organisation for a safe and secure marinespace.

Dr. David Strong PhD, DSc, LLD, FRSC, KSJ

Technical Advisor | International Education

Entrepreneurial: From 2003 to 2008 Dr. Strong was the founding President and Vice-Chancellor of University Canada West, Canada's first private for-profit university. During his 20-year research and teaching career at Memorial University of Newfoundland he served as a consultant to numerous mining companies on the geological controls of all types of mineral deposits. He established the technology-transfer companies at both Memorial University (Seabright Corp., now the Genesis Centre), and the University of Victoria (the Innovation and Development Corporation), and wrote the original proposal for the Vancouver Island Advanced Technology Park.

Academic: From 1990 to 2000 he was President and Vice-Chancellor of the University of Victoria, and professor in the School of Earth and Ocean Sciences. From 1970 to 1990 he held positions as professor of geology, University Research Professor, and Vice-President


[email protected]




Academic at Memorial University of Newfoundland, during which time he was a leading researcher in metallogeny and ore genesis, publishing more than 200 scientific papers and reports, and was recognized by numerous industry and academic awards.

Public Service: He ended four years on the Board of Directors of Geoscience BC on September 15th, 2011. He has served six years each on the Natural Sciences and Engineering Research Council (NSERC) and the National Research Council (NRC) of Canada, twelve years on the Research Council of the Canadian Institute of Advanced Research, terms on the Standing Advisory Committee on University Research of the Association of Universities and Colleges of Canada, the Advisory Councils on Science and Technology for the Premiers of both Newfoundland and British Columbia, and the Board of Trustees of the St. Michaels University School in Victoria, BC. In 2002 he chaired the Science Review Panel for the BC Offshore Moratorium on oil and gas exploration, and in 2005 completed a national report on Access to Scientific and Research Data resulting from research funded by the Government of Canada. As of November 5th, 2010 he serves as Chair of the Board of Canadian Science Publishing, a newly formed non-profit corporation established to publish all scientific journals previously published by the National Research Council of Canada

End of Document

Personnel Profile

Capital EDC Economic Development Company Patrick Nelson Marshall BES SURP UWaterloo Independent Business and Economic Developer*

I am a passionate BUSINESS AND ECONOMIC DEVELOPMENT ADVISER on strategic design and optimization of marketing and communications. I work for executives and their teams to engineer their offerings by providing a second opinion on how they s ee themselves, TAKING THEM TO WHERE THE SALES, PROFITS, RESULTS and PEOPLE ARE.

It is easier to RETAIN the business you have and grow NEW BUSINESS if you work at it every day. Studies show it takes ten times scare resources in time and money to get them back. I can work with you to produce better RESULTS by applying my version of ♦ GPS ♦ [growth, planning and sustainability measures].

The people that choose me to support them include:

✓ BAND ADMINISTRATORS | TRIBAL COUNCIL CHIEF EXECUTIVE OFFICERS that need their CCP''s and CEDP's connected to their

operating plans to produce new revenue to build their Nations.

✓ BUSINESS OWNERS | PARTNERS | JOINT VENTURES to fix how you present yourself to prospects, partners and joint ventures

resulting in agreements and contracts sooner.

✓ CAO’S & SR. STAFF | LOCAL & REGIONAL GOVERNMENTS to review opportunities and provide sound business guidance resulting

in more retained businesses and quicker new business investments.

✓ CEO's | BOARD CHAIR to be more effective resulting in higher performance and results.

✓ MAJOR EMPLOYERS, PROFESSIONALS, INDUSTRY ASSOCIATIONS [I.E. ENGINEERS, LAWYERS, ACCOUNTANTS, ECONOMIC

DEVELOPERS, REALTORS, and SCIENTISTS] to interpret professionals market needs so that they get the new business they wan t and retain existing business.

I am honoured to have been named the British Columbia’s ▼ECONOMIC DEVELOPER OF THE YEAR▼ 2007 and have delivered more than 25 ▼MARKETING CANADA AWARDS▼ from the Economic Developers Association of Canada, to my employers over the years.

Business and Economic Development Services

Review of economic development

committee work | internal audit

Cluster, Supply Chain & Industrial Sector

Development Strategies

Web Site conversion, transition from

static to sales orientation Local and Regional Economic Scan

Reports Confidential Business Retention and

Expansion results Sales Training for Economic

Developers

Recommendations for Economic Diversification Program Re-Start

In-bound Investment and Business Recruitment processes and training

Head Hunting and Professional Searches for Public and Private

Review and Assessments of Boards of Directors

Growth, Planning & Sustainability Management Plans

Support to Economic Development Officers

Relationship mending between Local Government & Boards

Business Meeting Hosting Interest Matching in Vancouver and Victoria

Retained monthly consulting Economic Developer

Workforce Strategy Reports Business Introductions to New Markets Local Area Procurement Tools Familiarization Tour Management International Tour Coordination Sister City Relationship Development

Capital EDC Economic Development Company 4341 Shelbourne Street Canada’s Remembrance Road Victoria, British Columbia CANADA V8N3G4

Mobile: +1 250- 507-4500

Tel: +1 250 595-8676

Toll Free: + 1 877 595-8676

Facs: +1 866 827-1524

Mailto: [email protected]

Patrick.Nelson.Marshall


www.capitaledc.com

Capital-EDC-Economic-Development-Company

ca.linkedin.com/in/patricknelsonmarshal l

@CapitalEDCcom

PatrickNelsonMarshall

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Mailing Address: PO Box 9853 Stn Prov Govt Victoria BC V8W 9T5 Phone: 250 953-3008 Fax: 250 387-7972

Location: 4th Fl 800 Johnson St Victoria BC

May 31, 2010 Patrick N. Marshall Re: Request for Qualifications RFQ-RBCS-01 Thank you for your response to the above noted Request for Qualifications (RFQ). The Ministry of Community and Rural Development has completed its evaluation process and has determined that the following consultant(s) will be included on the List of Qualified Suppliers for the following Service Area(s):

Patrick N. Marshall: 2(a) – Rural community and/or rural regional economic

development

These consultant(s) may now be contacted by the Province or Local Governments to compete or enter into Contract(s) for provision of services in the above Service Areas according to procedures described in the RFQ. Again, thank you for your interest in this RFQ. We do appreciate the time and effort put into your response. If you have any questions regarding the evaluation process, please call me at (250) 953-3435, or contact me via e-mail at [email protected]. Sincerely, Nicole Hillary Policy and Program Analyst Strategic Initiatives Office Ministry of Community and Rural Development

mailto:[email protected]

Ministry of Tourism,

Trade & Investment

Business Services and Olympic

Legacy Branch

Mailing Address:

730-999 Canada Place

Vancouver, BC V6C 3E1

Telephone: 604 775 2100

Facsimile: 604 775 2197

Websites:

www.gov.bc.ca

February 16, 2011 Patrick Marshall Consulting Economic Developer Ocean Initiatives British Columbia Via email: [email protected] Re: Request for Qualifications No. RFQ TID-11-01-10 Community Partners for BC Business Engagement Programs Thank you for your response to the above noted Request for Qualifications (RFQ). The Ministry of Tourism, Trade & Investment has completed its evaluation process and has determined that Ocean Initiatives British Columbia possesses the qualifications described in the above noted RFQ and therefore, will be added to the List of Qualified Suppliers. Respondents are reminded that the RFQ process does not create any commitment on the part of the Province to enter into a contractual arrangement with any respondent. Instead, the RFQ process is designed to pre-qualify a group of suppliers who may be contacted on an “as, if and when requested” basis and may be contacted directly or asked to compete on opportunities. The Ministry will contact you should an opportunity for relevant services arise. Thank you for your response and interest in this initiative. Sincerely, Ken Veldman Manager, Business Services & Olympic Legacy Ministry of Tourism, Trade & Investment

You know what they say about Patrick Nelson Marshall “ Patrick gets it. Why do the work without taking the payout?

Short-term gains (i.e. business retention program) are great, but Patrick looks for the bigger picture and the long-term potential. He asks the tough questions and isn’t afraid of taking a position or doing the work needed

to change outcomes. As a result, he will always be ahead of his peers.”

— Eric Canada, Chief Strategist, Blane, Canada Ltd. Wheaton Illinois USA

[email protected]

“ Patrick is extremely dedicated and passionate … … in his role as Chair of Small Business BC. He goes above and beyond, is a consummate professional and true gentleman. He is a keen supporter of those around him and is always looking out for the needs of others. With his exceptional business and leadership experience and track record as a facilitator and problem-solver, any business or organization would be fortunate to have him as its leader.” — Cybele Negris, Vice Chair, Board of Directors, Small Business BC, Co-Founder Webnames.ca Vancouver British Columbia CANADA

[email protected]

“ Patrick is taking economic development to where the people are.

When he writes his book, I wanna write the forward.”

- Don Baxter, President and CEO Mohawk College Enterprise Corporation, Hamilton Ontario

former Commissioner of Economic Development Metropolitan Toronto Ontario CANADA

[email protected]

“ Patrick is a well organized, thoughtful and respectful person…

… who is highly skilled at coordination of complex and time sensitive activities. His work as the Head of our mayors delegation to Norway was superlative. His attention to the tiniest of details combined with his ability to match needs and priorities up with the very best fit made this mission one to remember. I would not hesitate to recommend Patrick for this and many other tasks in the future.”

— MaryEllen Walling, CEO BC Salmon Farmer’s Association

[email protected]

“Patrick has certainly proven to be a superb leader, mentor and coach!

I have had the privilege to serve with Patrick as his Vice Chair on the board of Small Business BC and have seen firsthand his passion, drive & commitment in genuinely making a difference to enhance and grow Small Business in BC and beyond. I have personally benefited from his leadership and look forward to continue working with Patrick at every opportunity.”

— Aly Karmali, former Vice Chair & Director, Small Business British Columbia, Regional Manager RBC Vancouver British Columbia CANADA

[email protected]

“ Patrick has a great deal of knowledge in the area of economic development at strategic and tactical levels.

He has applied this knowledge successfully in various endeavors and does a good job of setting objectives and producing results. Patrick also excels at public presentations, building results oriented collaborative alliances and forming meaningful networks. All in all a seasoned professional that delivers.”

— Shelley McDade, Chief Executive Officer, Coastal Community Credit Union, Chair, Board of Directors, Campbell River Economic Development Corporation | Rivercorp

[email protected]

“ Patrick demonstrated the resourcefulness, creativity and hard work.

I would highly recommend Patrick for demanding projects like this, which involve leadership and coordination of several different organizations who’s interests are not always aligned. Not only did the

participating companies come to an agreement, they also came away with very good business results.”

— David Fissel, CEO ASL Environmental Sciences Ltd. Sidney British Columbia CANADA

[email protected]

“ Patrick is a committed individual who has a keen knack for identifying opportunities where others fail to.

He also has a very strong ability to bring disparate interests and individuals together for common purpose. And on top of all that, he is always a positive individual and a pleasure to work with.”

– Byng Giraud, Senior Director, Policy & Communications, Association for Mineral Exploration British Columbia worked directly with Patrick at OCEAN Industries BC

[email protected]

www.blueplanet.ca

www.CapitalEDC.com

- 2 -

Message from the CHAIRMAN OF THE BOARD, PATRICK MARSHALLWith 2011 being declared the Year of the Entrepreneur by Prime Minister Stephen Harper, the significant role that small business owners play in sustaining our national economy is more prevalent than ever before. British Columbia is seeping entrepreneurial success and achieving new heights in awareness on a scale never before imagined. On behalf of the Board of Directors for Small Business BC, we are proud to support the many small business owners in achieving success.

Over the past year, a new and highly energetic direction for Small Business BC has developed as a result of our driven Board of Directors and inspired group of employees. Focused on improving product and service offerings, Small Business BC has grown significantly to further support entrepreneurs in all BC communities. In fact, the sense of community amongst small business owners is growing in leaps and bounds, the referrals to programs continue to increase and Small Business BC has developed into an organization that is truly connected to its users. This year, I too joined the community of small business owners and can now say that the energy I received from Small Business BC has been a critical element in helping me develop the foundation for success.

On behalf of the Board of Directors, I would like to acknowledge the long term personal and professional contributions of Ms. Michelle Neilly, Government of Canada appointee, who served this organization since its inception in 2001. Ms. Neilly provided a calm hand as both the Director General for Western Economic Diversification in support of the two Assistant Deputy Ministers, and directly, during her time as a member of our board.

We would also like to welcome Ms. Naina Sloan, our latest appointee by the Government of Canada. We are fortunate that Ms. Sloan is no stranger to our organization and we are pleased that she brings new critical thinking and an unbiased eye to our board.

In closing, I would like to thank all of the employees at Small Business BC for their continued support, acknowledge the progress made by Mr. George Hunter, Chief Executive Officer, and the selfless support of my colleagues that have served on the Board of Directors.

Patrick Nelson MarshallChairman of the Board of DirectorsCanada British Columbia Business Services Centre SocietyChief Governance Officer, Small Business BCFounder and Economic DeveloperCapital SDC Economic Development Companywww.patrickmarshall.tel

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Paula Cameron Secretary, Victoria, BC

Assistant Store Manager of Lululemon Athletica

Geri Collins Director, Kamloops, BC

Director of Operations for Community Futures Development Corporation of the Central Interior First Nations

Pino Bacinello Treasurer, Vancouver, BC

President & Founder of Sunbelt Business Brokers Pacific, Pacific Mergers & Acquisitions

Cheryl Carter Director, Vancouver, BC

Vice President, Business in Vancouver Media Group

SMALL BUSINESS BC BOARD OF DIRECTORSThe Small Business BC Board of Directors is comprised of business professionals who volunteer their time and experience to ensure the organization is achieving its mandate. Members of the board have been recruited from the general public and small business community from various regions across BC.

Simone Decosse Director, Victoria, BC

Executive Director, Small Business Branch at Ministry of Small Business, Technology and Economic Development

Ken Stratford Director, Victoria, BC

CEO of the Victoria Business Economic Development Commission

Principle of Small Business Victoria

Judy Brooks Director, Vancouver, BC

Partner, Bravo Lima Oscar;Co-Founder, Blo Blow Dry Bar Inc; ProActive ReSolutions Inc; BodyLogic Health Management

Sandra Miles Director, Vancouver, BC

Co-Founder, President and CEO, Miles Employment Group Ltd.

Cybele Negris Vice-Chair, Vancouver, BC

Co-founder and President of Webnames.ca

Patrick Nelson Marshall Chairman of the Board of Directors , Vancouver, BC

Founder and Economic Developer of Capital EDC Economic Development Company

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2010-2011 HIGHLIGHTSSmall Business BC’s

In an effort to better serve BC’s small business community, Small Business BC strives for excellence in its business services, educational seminars, events and special initiatives. Ending March 31, 2011, Small Business BC achieved great growth and improvements in developing ways to better serve business owners in British Columbia.

In 2010-2011, 448 seminars and training programs were Ðattended by 4120 business owners. A 14% increase in seminars and a 7% increase in attendees over last fiscal year.

Video conferencing of seminars are now being offered Ðthrough 50 regional sites. Seminars were offered 255 times through the regional sites to 977 small business owners.

Seminars by video conferencing are proving popular in Ðrural communities. To date, 257 clients have participated in seminars via video conferencing in the North Coast development region, 122 in Nechako, and 56 in Northeast.

SBBC excels at client satisfaction as it adds new programs Ðand services in response to the changing needs of small business owners. Client surveys indicate 93% positive client feedback on referrals to SBBC and a customer satisfaction level of 88%.

22 new program offerings were developed to better Ðserve client demands, including three new BC Online services: Certificate of Good Standing, Certificate of Incorporation and Society Search.

Sales of business kits increased by 403%, from 64 in Ð2009-2010 to 322 in 2010-2011

Sales of guided registration services with consulting Ðincreased by 119%, from 32 in 2009-2010 to 70 in 2010-2011

A total of 433,016 clients were served by SBBC in Ð2010-2011, including 27,627 in-person visits and 14,166 consultations by phone. 1500 clients were served through e-mail.

36,047 clients returned to Small Business BC for services Ðin 2010-2011, a 2.4% increase over 2009-2010

SBBC completed 27 outreach events, offering 2691 Ðclients with business information. A total of 19 in-house tours were conducted with 168 attendees.

Sponsorship revenue increased significantly to a total of Ð$220,498 (in-kind and cash) over the past fiscal year. SBBC continues to rely on partnerships to deliver up-to-date information, products and services.

SBBC hosted the 8th Annual Successful You Awards Ðcontest, which obtained $207,500 in media ad value equivalency in the lead up to the ceremony. Coverage highlights included multiple stories in BC’s most read newspaper, the Vancouver Sun, as well as on BC’s number one watched news station, Global BC.

SBBC, as an organization, received an impressive media Ðad value equivalency of $462,884 and a total circulation of 17,061,162 in media mentions in 2010/2011.

The SBBC website remains a popular source for Ðinformation and resources to help small business owners: total website visits for the year were 375,987 visits with 1,326,837 page views.

To continue increasing awareness of SBBC information, Ðtools and resources, a social media strategy was developed and launched in Q4. SBBC has become active on Facebook, LinkedIn, Twitter, Flickr and YouTube.

A new series of short, innovative web videos were Ðunleashed by SBBC on YouTube. The 2-3 minute videos, called Expert Insights, feature quick business tips from high profile professionals. Launched in Q4, the videos received 1309 views. The most popular video was Business Plan: Your Unique Selling Proposition.

SBBC partnered with Kootenay Association for Science Ðand Technology to deliver four live webinars on funding innovation, opportunities for innovation, and SR & ED Tax Credits. 94 business owners attended.

SBBC provided training to promote a newly developed ÐMedia Guide for business owners. 100 guides were distributed to business service partners and 48 people took media guide training in 22 locations.