Poway Unified Buffs Out $100M High School With Tech, Energy

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Poway Unified Buffs Out $100M High School With Tech, Energy
San Diego
Grantmakers
Stengthening Philanthropy
Present
Title Sponsors
HOW AND
INSIDE: LEARN
WHY SAN DIEGO
COMPANIES GIVE
GIVING: IMPACTS
COMPANY’S BOTTOM LINE
AND SAN DIEGO’S ECONOMY
LIST OF SAN DIEGO
CORPORATE
PHILANTHROPISTS
PAGES 20, 22 AND 24
Co-Sponsors
A Supplement to the San Diego Business Journal
Join Barona to improve the quality of peoples’ lives
through a commitment to environmental protection,
education, and wellness.
In 2006, Barona contributed over $2.5 million to San Diego charities —
we hope you also support their important work.
The Down Syndrome Association of San Diego
provides support and education to families affected by
Down syndrome, and advocacy to promote awareness and
acceptance of people with Down syndrome. Join Barona at
the Down Syndrome Buddy Walk on October 27.
www.dsasdonline.org
The Lakeside River Park Conservancy is committed to preserving and restoring the
beauty of the San Diego River. With a River Park Conservancy in over 50 San Diego communities,
we can work together to protect wildlife species and habitats, improve water quality, and conserve
our natural resources. www.lakesideriverpark.org
The Foundation for Women serves impoverished
women locally and globally by creating and funding
microcredit loans, allowing them to build businesses and
support their families and communities. Join Barona in
supporting the Foundation for Women; a microcredit loan
of just $50 provides the capital to start a business in Africa.
www.foundationforwomen.org
Barona assisted Sharp Grossmont Hospital to replace and upgrade critically needed
equipment for its Cardiac and Endovascular area. With your support, Sharp Grossmont Hospital
can continue its commitment to providing the highest quality health care in East San Diego County.
www.sharp.com/grossmont
Providing a “home away from home,”
Ronald McDonald House Charities
extends comfort to families of seriously ill children receiving
treatment at nearby hospitals. Join Barona in helping the
Ronald McDonald House Charities build a new house
by Rady Children’s Hospital of San Diego.
www.rmhcsd.org
2 CORPORATEPHILANTHROPY
A Supplement to the San Diego Business Journal
MAY 28, 2007
Letter from the Publisher
Dear Readers,
Welcome to the San Diego Business Journal’s first annual Corporate Philanthropy publication.
Together with San Diego Grantmakers and Volunteer San Diego, we are excited to share with you a publication that promotes and recognizes corporations that make a difference in the San Diego community by volunteering and contributing dollar and in-kind donations to the nonprofit sector. These are corporations that make a
conscious effort to help better San Diego County, and it’s been a pleasure to publish this special
supplement.
We thank and are most appreciative of those companies making a difference. Without them,
San Diego wouldn’t be what it is today!
We anticipate that this special publication can be used as a tool for companies and/or individuals who are considering donating or starting a giving program. We hope that reading about
Armon Mills
San Diego companies’ giving programs and their philanthropic success stories will inspire others to follow in their footsteps.
In this publication, you will read about how your company can make a difference, from dollar donations and
in-kind to employee-driven volunteer programs. You’ll also read about how giving can breed a stronger economy
and create a more motivated work force, thus proving to be a powerful business tool.
This project is made possible by our sponsors. Many thanks to our Title Sponsors: Barona Resort & Casino,
Kaiser Permanente, The Corky McMillin Companies, North Island Credit Union and Sempra Energy. We are
also grateful for the contributions of our Co-Sponsors: Amylin Pharmaceuticals, Bank of America, Cox Communications, Jack in the Box, Mission Federal Credit Union, Torrey Pines Bank, Union Bank of California and
Washington Mutual.
In addition, there are three staff members I’d like to especially thank: Supplements Editor Stacey Bengtson,
Production Artist Michael Domine and Director of Production Craig Klas.
Finally, thanks to the companies that participated in the Corporate Philanthropist List and those that submitted Q&As.
Sincerely
Armon Mills
President & Publisher
4909 Murphy Canyon Road, Suite 200 | San Diego | CA | 92123 | 858.277.6359 | www.sdbj.com
President and Publisher
Associate Publisher
Reo Carr
Supplements Editor
Stacey Bengtson
Director of Production
Production Artist/Photographer
MAY 28, 2007
Armon Mills
Craig Klas
Michael S. Domine
Sales Manager
Dale Ganzow
Account Executives
Jennifer Bertrand, Michele Gray, Lisa LaScola, Trina Mills,
Melissa Niebling, Chris Parkes, Barbara Ritter, Monica Telles
Ad Coordinator
A Supplement to the San Diego Business Journal
Lyndsey Scully
CORPORATEPHILANTHROPY 3
MESSAGES
SAN DIEGO GRANTMAKERS
VOLUNTEER SAN DIEGO
Corporate Philanthropy: It’s Good Business
Every day we all see examples of corporate giving: pink breast cancer ribbons on product packaging, corporate sponsorship logos in magazine ads
for fund raisers, lists of corporate supporters in theater programs. While the last few years
have seen a welcome increase
in corporate good citizenship
across the country and across
San Diego County, the fact remains that there is much more
Nancy Jamison
that needs to be done for our
Executive Director
San Diego Grantmakers
community.
San Diego Grantmakers is honored to join with
Volunteer San Diego and the San Diego Business
Journal to create this inaugural Corporate Philanthropy Supplement. Our mission is to inspire,
develop, connect and educate a diverse group of
foundations and corporations to further increase
the level of effective philanthropy in the San Diego
region. We are happy to shine a light on the good
deeds of San Diego businesses!
As described in this supplement, corporate
philanthropy is a standard practice for many
companies no matter what their size or industry. They approach giving with the same care
and professionalism they apply to running their
business. Significant research demonstrates
that giving back to the community is good for a
company’s profits, reputation and employee morale. Turn to “The Bottom Line: Corporate Giving Gives Back” on page 18 of this supplement
to learn more about how giving back can benefit
companies.
It is our hope that even more San Diego County companies will be inspired to plan and act
strategically to support our community. Whether
your giving is in the form of dollar donations,
employee volunteers or in-kind services or products - it is all needed. The more companies that
make charitable giving a priority of their corporate culture, the stronger San Diego will be.
Indeed, a thriving corporate giving culture is
essential to the health of the nonprofit organizations that serve our communities in so many
ways and make a positive difference in the lives
of our citizens.
I like this simple statement by Marc Benioff,
founder of Salesforce.Com and author of “The
Business of Changing the World,” “It turns out that
doing what’s right can also be very good for you
and your business. I do not believe you can be a
leader in your industry without being a leader in
your community. It’s a fundamental shift in how
you think about business.”
Many corporate leaders in San Diego have made
this shift. Please join them in the good business of
changing San Diego!
Please contact us if you are interested in learning more about how San Diego Grantmakers supports new and current corporate giving programs
in San Diego.
Nancy Jamison
Executive Director
San Diego Grantmakers
[email protected]
www.sdgrantmakers.org
(619) 744-2180
Volunteering: Making the Community a Better Place
On a recent trip, I purchased a Superhero Starter Kit, complete with dashing red cape, protective
wrist guards, and bold hero emblem. I was eager to
learn its secret for “saving the
world made simple.”
As it turns out, I needed to
look no further than the 35,000
superheroes that we engage
annually in meaningful volunteer opportunities serving San
Diego’s most critical needs.
Sue Carter
These volunteers give their
Executive Director
Volunteer San Diego
time, talent and passion to 800
local nonprofits, schools and government agencies.
Their impact can be counted in the thousands of
meals served to homebound seniors, the hundreds
of youth tutored by caring adults, the miles of
beaches left clean and safe and the scores of abandoned animals cared for and loved.
As more corporations embrace volunteer service as philanthropy, they’ve realized their employees’ power to be superheroes. Research shows
that employee volunteer programs have broad
benefits, from boosting employee recruitment and
retention to improving community image and
sales. Employees take pride in their company’s
involvement and their own role in making a positive community impact.
Volunteer San Diego has become a natural partner, a Superhero Central if you will, for many companies looking to develop the heroes within. We offer a free database of opportunities to fit the skills,
schedules and passions of employees wanting to
serve on their own or as a family. We contract with
companies to support their employee volunteer
programs or manage group volunteer events.
Volunteering is one of the easiest ways to make
San Diego a better place to work, live and play. We
are pleased to participate in the first corporate philanthropy supplement, and we are grateful to our
corporate partners, San Diego Grantmakers, and
the San Diego Business Journal for inspiring more
people to discover their inner superheroes.
Now - where did I leave my cape…
Sue Carter
Executive Director
Volunteer San Diego
www.volunteersandiego.org
(858) 636-4133
Selecting Company Q&A
The Company Questions and Answers published throughout this special supplement were chosen from the Corporate Philanthropy List. An internal committee of the San Diego Business Journal chose one company to profile from each of the following industries: Law, Biotech, Health care,
Real estate, Insurance, Banking/finance, Telecommunications, Native American gaming, Hospitality/restaurant, Defense, Technology and Marketing.
Selected companies were chosen in part, by their own Q&A submissions.
INDEX
Message from Publisher ..................................................................................3
Message from San Diego Grantmakers & Volunteer San Diego ...................................4
Message from the Title Sponsors .................................................................... 6-7
Any Company Can Make a Difference ..................................................................7
Economies Flourish With Philanthropic Support......................................................8
Best Practices of Corporate Donors ................................................................... 10
Corporate Giving Goes Beyond Dollars and Cents.................................................. 13
Employees Steer Company Giving Efforts............................................................ 14
The Bottom Line: Corporate Giving Gives Back ..................................................... 18
Corporate Philanthropist List ..................................................................20, 22, 24
Philanthropy Defines San Diego ....................................................................... 29
Advertorials ........................................................................................... 31-46
4 CORPORATEPHILANTHROPY
COMPANY PROFILES
BAE Systems .............................................................................................. 12
Barney and Barney ....................................................................................... 15
Cardinal Health ........................................................................................... 16
Digital-Telepathy ......................................................................................... 17
Union Bank of California ................................................................................ 23
Pat & Oscar’s Restaurant ............................................................................... 26
Equastone.................................................................................................. 26
Morrison & Foerster ..................................................................................... 27
Sycuan ..................................................................................................... 27
Qualcomm Inc. ........................................................................................... 28
Michael Crews Development........................................................................... 28
AT&T ........................................................................................................ 29
Gen-Probe ................................................................................................. 30
A Supplement to the San Diego Business Journal
MAY 28, 2007
What makes a community?
People .
countingon
people..
Aging & Independence Services
Alex Smith Foundation
American Red Cross
Armed Services YMCA
Arthur Goodman Foundation
Asian Business Assn.
ARC
Barrio Logan College Institute Warm Dorm
Bible Baptist Church
Big Brothers/Big Sisters SD
Bonitafest
Bonita Museum
Bonita Optimists
Bonita Sunrise Rotary
Boys & Girls Clubs
California Council for Excellence
California Emergency Foodlink
Chargers Community Foundation
Children’s Initiative SD
Chula Vista Chamber of Commerce
Chula Vista Elementary District
Chula Vista Fire Dept.
Chula Vista Police Dept.
Chula Vista Rotary
Chula Vista Veterans’ Home
Corazon de Vida
Coronado Chamber of Commerce
Ducks Unlimited
East County Community Development Corp.
East County Women’s Leadership Luncheon
Eastlake Educational Foundation
Eastlake Little League
As a financial cooperative, people counting on people
is the sustaining principle behind North Island Credit
Union—The Island. In a world that is too often intent
on business and profit, it is important to recognize and
celebrate organizations, such as those listed below,
that put people, community, and values first.
In 2006, The Island supported the worthy public and
private organizations listed below with staff volunteer
time, in-kind services, and financial contributions. And,
we encourage readers of this special philanthropy
issue to join us with your support.
800/848-5654
Elder Financial Protection Network
Executive Women International
Fiesta de la Estrellas–UCSD
Filipino Family Day
Fleet Week San Diego
Highland Park Church
Imperial Beach 50th Anniversary
Imperial Beach Sandcastle Days
Junior Achievement
Just in Time for Foster Youth
Juvenile Diabetes Research Foundation
Kiwanis
Kiwanis Camp Hope
La Mesa Parks and Recreation
La Mesa Police Dept.
Las Primeras
Lemon Grove Sunrise Kiwanis Club
Lions Club of San Diego
LISC San Diego
MAAC Project
MADD
Make a Wish Foundation
Mama’s Kitchen
MANA de San Diego
Muscular Dystrophy Assn.
National City Chamber of Commerce
National MS Society
Navy Morale, Welfare and Recreation
North County Solutions for Change
Operation Gobble
Pathfinders
Pazzaz
Poway American Little League
myisland.com
Rachel’s Women’s Center
Rady Children’s Hospital
Rescue Task Force
Ronald McDonald House
Rotary Clubs of Vista
Salvation Army
Santee Chamber of Commerce
Santee/Lakeside Rotary
SD Aerospace Museum
SD Asian Film Festival
SD Autism Society
SD Blood Bank
SD Chamber of Commerce
SD Downtown Breakfast Rotary
SD Family Justice Center Foundation
SD Film Festival
SD Foundation
SD Health Care Communicators
SD Hospice
SD North Chamber of Commerce
SD Police Officers Assn.
SD Regional EDC
SDSU Economics Scholarship
Senior Community Centers of SD
Sharp Hospital
South Bay YMCA
Union of Pan Asian Communities
Urban League
USO
Volunteer Lawyers
Washington Elementary
Youth With a Mission
Art copyright © 2007 by North Island Credit Union. All rights reserved.
MAY 28, 2007
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 5
MESSAGE FROM THE TITLE SPONSORS
Sempra Energy
Sempra Energy was created
in 1998 by a merger of parent
companies of two long-established, and highly respected,
investor-owned utilities with
rich histories dating back more
than 100 years.
Today, we’re a Fortune 500
Molly Cartmill
energy services holding company,
based in San Diego, Calif., with 2006 revenues of
nearly $12 billion. The Sempra Energy companies’
14,000 employees serve more than 29 million consumers worldwide. And as the company has grown,
so has our corporate giving.
We understand our role as a good corporate
citizen and we know how critical our involvement is to communities where we live and work.
We believe that giving back is not only good business, it’s also the right thing to do. So, we work
hard to invest time, talent and financial resources to improve the quality of life for our customers
and our employees.
Sempra Energy provides community and philanthropic contributions in support of a diverse array
of causes and programs. We support health, human
services, education, economic development, environmental and civic programs, events and initiatives.
We’re proud of our employees and all they do to
give back. We’re proud of our community involvement program. And we’re proud to call San Diego
our hometown.
Molly Cartmill
Director, Corporate Community Partnerships
Kaiser Permanente
For more than 60 years, community service has been an essential part of Kaiser Permanente’s corporate philosophy and
mission. It is consistent with
Kaiser Permanente’s nonprofit
status, which carries with it
specific responsibilities and preArthur Flippin, MD
sumes that its program will return an equivalent social benefit to the larger community. Rather than paying financial dividends to
shareholders, Kaiser Permanente makes investments in the community it serves to help improve
our communities’ health.
Kaiser Permanente has a rich history of leadership in community service. From key roles in
sweeping community collaborations to modest yet
vital guidance in neighborhood projects, the people
of Kaiser Permanente are helping improve our
communities every day.
The depth of our commitment sustains and furthers existing community collaborations and programs. And it goes even further – Kaiser Permanente San Diego has also created or been a founding
member of many of those programs.
The Winston School for children with disabilities, the medical clinic at St. Vincent de Paul Village, the 2-1-1 community services telephone program and many others are ongoing examples of our
corporate philanthropy. Kaiser Permanente volunteers serve on boards, committees and work groups
for key volunteer health organizations throughout
San Diego County.
Many of the partnerships and collaborative efforts have broken new ground in community service, and become models adopted by other communities nationwide. Kaiser Permanente’s innovative
partnership with the community clinic network;
participation in the Community Health Improvement Partners and an immunization tracking system that the Centers for Disease Control and Prevention commended, are just a few examples of our
leading edge community service leadership.
We have always taken our mission-driven responsibility for the health of our members and
our communities very seriously. With monetary
grants to organizations that provide the health
safety net, and with our long tradition of volunteering with community-based agencies, Kaiser
Permanente is helping provide access to health
care for everyone.
As you read the articles in this section, you are
sure to be inspired by the many wonderful community efforts of businesses that take corporate
philanthropy to heart.
Arthur Flippin, MD
Medical Director
The Corky McMillin Companies
At McMillin, we believe the
success of a community is defined
by the people and organizations
that support it. The Corky McMillin Companies and its employees
have always followed the principle that generosity and contribution allow everyone to grow and
Mark McMillin
thrive as a community.
Employees of The Corky McMillin Companies
contribute time and resources to scores of charitable
endeavors, ranging from youth sports to medical research organizations and programs that support excellence in academic achievement. Some of the causes
we have supported over the last 47 years include
medical research organizations such as the Ameri-
can Cancer Society, the American Heart Association, Leukemia Society, March of Dimes,
Cure for Juvenile Diabetes and
United Cerebral Palsy; environmental causes such as the Blue
Sky Ecological Preserve, Mission
Trails Regional Park and the EnScott McMillin
vironmental Legacy Fund; many
Boys and Girls Clubs and several YMCAs.
McMillin also has a fondness for special
events that bring together many people in our
community and have assisted with Harbor Days
in Chula Vista, BonitaFest, Scripps Ranch 4th of
July Parade, Poway Rodeo Days and Fleet Week
San Diego, among others.
One of our largest contributions to date is $3.5
million to the NTC Foundation for the establishment of a civic, arts and cultural center on the
grounds of the former Naval Training Center in
San Diego.
At The Corky McMillin Companies, we believe
that it is important to give consistently to the community during both good and difficult economic
times. We realize that the needs of many worthwhile
organizations remain constant and at a time when
many companies cut back or interrupt their corporate giving activities, McMillin strives to maintain a
constant presence within the community.
Mark McMillin
Scott McMillin
Chief Executive Officers
North Island Credit Union
As an organization founded on the principle of “people
helping people,” North Island
Credit Union is delighted to
recognize the many corporate
philanthropists making a difference in San Diego.
Community
involvement
Mike Maslak
has been a core principle of the
credit union model for as long as credit unions
have existed. North Island maintains this commitment by annually donating 3 to 4 percent of
earnings to philanthropic causes. North Island
has earmarked more than $400,000 for charitable donations in 2007 to more than 70 worthy
local nonprofit organizations.
North Island is strongly committed to sup6 CORPORATEPHILANTHROPY
porting youth and education causes, consistently
providing financial and human resources to the
Boys and Girls Clubs of Greater San Diego, Rady
Children’s Hospital, YMCA, the San Diego UnionTribune’s It Just Add$ Up Literacy Campaign and
Junior Achievement, among others.
North Island Credit Union executives and managers have participated in the Junior Achievement
“Free Enterprise Day” program since 2000. The Junior
Achievement program complements school curriculum by providing a realistic and relevant view of the
world beyond school. North Island volunteers facilitate
hands-on activities that teach the differences between
need and want; money and banking; how taxes work
in a community; human/natural/capital resources; careers; entrepreneurship; economy; importing and exporting; and the free enterprise system.
A Supplement to the San Diego Business Journal
Originally founded in 1940 to serve San Diego’s military community, North Island continues
to serve San Diego’s sailors and marines by supporting the Fleet Week Foundation as a four star
sponsor, to pay tribute to and to thank San Diego’s
military service men and women. Fleet Week, the
month-long series of patriotic events, beginning
with the Port of San Diego Sea & Air Parade, featuring the Miramar Air Show and culminating
with the black tie San Diego Star Spangle Salute
dinner show has long been a top philanthropic priority for North Island.
North Island Credit Union thanks the San Diego Business Journal for recognizing San Diego’s
corporate philanthropists.
Mike Masiak
Chief Executive Officer
MAY 28, 2007
Barona Valley Ranch Resort
Blending the best of San Diego’s most elegant resorts with the gaming
excitement of Las Vegas, the Barona Valley Ranch Resort & Casino is San Diego’s leading destination resort and home of the championship Barona Creek
Golf Club.
Barona Valley Ranch Resort & Casino is owned and operated by the Barona
Band of Mission Indians, which has lived on the Barona Indian Reservation in
San Diego County since 1932. It is a sovereign government serving its Tribal
members and their families, and sharing with the San Diego region.
In 2006, the Barona Tribe and casino resort jointly contributed more than
$2.5 million to 600 charities in San Diego County.
Tribal Council, Barona Band Of Mission Indians.
Any Company Can Make a Difference
As chair of BIOCOM, our local biotechnology
industry association, I am proud to represent
more than 550 life science companies in the San
Diego region. We applaud the
companies included
in the
San Diego Business Journal’s
List of Corporate Philanthropists and encourage other life
science companies to join BIOCOM and Invitrogen in supporting our community by
Greg Lucier
launching their own corporate
giving or volunteer program.
As a company involved in life science research,
Invitrogen is passionate about improving the human condition; and corporate philanthropy is one
MAY 28, 2007
more mechanism through which we can improve
the world around us.
For years, Invitrogen has been a supporter of
science education and the promotion of scientific
literacy. We believe strongly in educating the next
generation of scientists, in promoting the important contributions scientists make every day,
and in recognizing the critical role science plays
in our society. To this end, we have contributed
$500,000 in cash and products to the Biotechnology Institute to train and recognize the work of
outstanding teachers nationwide. Invitrogen has
also supported local education initiatives, including the University of San Diego’s undergraduate
summer research program, and the Life Science
Summer Institute.
A Supplement to the San Diego Business Journal
We all know that giving back is not always about
money. Often, time is the most precious gift of all. For
example, hundreds of Invitrogen’s employees take a
half day of company time each year to participate
in employer-organized volunteer activities. No matter the industry, any San Diego company can make
an impact on the local community by empowering
their employees to get involved.
Whatever the cause, I encourage all San Diego
companies to give back to the communities that support us. For Invitrogen, that can mean one scientific
discovery, or one community project, at a time.
Greg T. Lucier
Chairman, BIOCOM
Chairman & CEO, Invitrogen Corporation
CORPORATEPHILANTHROPY 7
Economies Flourish With
Philanthropic Support
Giving is Good For Business, Experts Say
By Jessica Long | Staff Writer
Hope in a battered woman’s smile as she receives job counseling; gratitude in an old man’s eye for the warm blanket he’ll
hug close come sunset; the sound of children learning music in
schools formerly silenced by budget cuts – the immediate benefits of charitable giving are plain to see, hear and feel.
But in the greater scheme of things, charitable giving
– especially that which involves oversized
corporate checks – is far more than a good
deed. It’s good business, and not just for the
obvious tax incentives.
Corporate philanthropy can have a power impact on the local economy in which
a business operates, leading to a stronger
work force and customer base.
Just ask Professor Pat Libby, co-director
Bruce Blakley
of the University of San Diego’s Center for
Applied Nonprofit Research.
“The corporate community is extremely
important to the support of the nonprofit
sector in the region,” Libby said. “If corporate philanthropy didn’t exist, there would
be huge holes in all sorts of programs across
all the spectrums.”
In a nutshell, San Diego County would
not be what it is today in terms of arts, recPat Libby
reation, housing and educational opportunities, she explained. But because there are
so many influences working at once, it’s hard to tell exactly
how better off San Diego County’s economy is today because of
corporate philanthropy.
“We really don’t know … we can ascertain what their impact is but it’s not something we can really measure on paper,”
Libby said, noting, for example, that if a company sponsors an
abstinence program for teens, does it get credit for every teen
who doesn’t get pregnant or should some credit go to the individual home lives of each of these teens.
She also references the frequent practice of corporate table
sponsorship at fund-raising events. Although the corporate
philanthropists are not hosting the event and larger credit
would seem to belong to the nonprofit doing the legwork, one
could not exist without the other.
“The economic impact question is just not that ascertainable,” Libby said. “You have to look at it longitudinally.”
Charity, the Gift That Keeps on Giving
Although it’s difficult to assess the exact impact of corporate philanthropy on a regional economy, there are some related numbers to consider assuming that nonprofits could not
do what they do without their corporate friends. They can be
found in “A Spotlight on San Diego’s Third Sector,” a study released last November by USD’s Center for Applied Nonprofit
Research, co-directed by Libby.
Using 2004 reports, the study finds that San Diego’s nonprofit organizations earned a collective $8.1 billion in revenue
and spent $7.7 billion providing services. That represents 6
percent of San Diego’s Gross Regional Product.
The nonprofit work force has grown nearly a third its size
between 1999 and 2004. As of the second quarter of 2004,
charities employed 79,000 people, or 6.2 percent of San Diego’s
total employment, according to the university’s study. That
8 CORPORATEPHILANTHROPY
translates into a contribution of $642.6 million in wage earnings to the economy.
A Business-like Approach … With Feelings
Recently retired certified public accountant, Bruce Blakley
serves as board chairman for the San Diego Foundation, a nonprofit that has helped allocate $515 million locally since its
inception in 1975. For Blakley, who’s been involved with the
group for the past 10 years, corporate philanthropy starts with
a close look inside a company’s own walls.
“In my mind it all starts with quality of life and it gets down
to either your employees or your customers or in some cases,
children,” said Blakley, who believes business owners should
keep in mind that if their employees are worried about their
children’s education or health, or worried about getting home
before sunset to avoid walking at night through their bad
neighborhood, they are not going to be as productive as they
would be without those personal distractions.
Blakley said companies contemplating whether philanthropy is worth the time it takes to organize should think of it as
an important investment in their own bottom line.
A special challenge in San Diego County is that there are
so many start-ups, which leads to a strong entrepreneurial
community but doesn’t always bode well for corporate philanthropy.
“I would never suggest they slow down (what they’re doing
to develop their companies) but ‘try to fit in a little bit: yes,’”
Blakley said. “They don’t always have the capital or the wherewithal to contribute to the community but at some point they
will and they should.”
Finding a Focus Others Can Follow
With all the ills of the world today, corporate philanthropists can pick virtually any cause to get behind, from stomping
out hunger to finding a cure for breast cancer. But lately, many
appear to be staying close to home by funding things directly
related to their businesses.
For example, a high-tech company funds a science fair at an
area high school or a professional sports team builds playing
fields for youths.
“There’s been a trend for corporations to tailor their giving
so it’s more in-lined with their own corporation mission,” said
Libby, who finds the trend disappointing.
Libby is disappointed in the trend because she fears it
leaves out essential needs every community has in terms of
poverty and other harder to address social ills.
“I can understand that they would want to do that certainly,
but it’s important to look at everything that supports society
because if not we just won’t have these other things,” Libby
said.
Using the recent success of American Idol Gives Back, the
pop culture-infused fund-raiser that raised more than $70 million for impoverished youth here and in Africa, Libby said corporate philanthropists are in a unique position to affect significant change because of their high profiles. She points to such
Idol sponsors as The Coca-Cola Co., News Corp. and ConAgra
Foods as prime examples.
“One good thing the corporations do is provide a beacon
for the general public to invest,” Libby said. “Clearly there’s
a feel good quality to it when corporations can lead through
example.”
A Supplement to the San Diego Business Journal
MAY 28, 2007
MAY 28, 2007
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 9
Best Practices of Corporate Donors
By K Kaufmann
Many companies would agree the
only way to do corporate giving wrong
is by not doing it at all.
San Diego companies seeking examples and inspiration among their peers
will find programs in all shapes and
sizes. The specifics of any one program,
and how it developed, often depend on
a company’s size and type, the commitment level of its executives and—a key
ingredient – the passions of its employees.
At Amylin, two of its 1,600 employees, both avid bike riders, kick-started
a major corporate giving program in
2000 by asking for support for a ride to
raise funds for diabetes research, said
Lynn Allen-Biros, community affairs
manager.
The San Diego-based pharmaceutical firm, which produces drugs for diabetics, now provides funds in three areas, patient advocacy, science education
and health and fitness.
10,000 RV Sales has 45 employees
at three locations in San Diego and
San Marcos. But, the smaller company,
a dealer of new and used trailers and
recreational vehicles, is about to take
its corporate giving—focused on child
welfare—to the next level by starting
its own foundation.
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10 CORPORATEPHILANTHROPY
“It’s wanting to have something we
would be more intimately involved
with at all the different levels,” said
Tony Freeman, director of community
relations. “We will be taking inner-city
kids and connecting them with outdoor
experiences.”
In other words, one size or style does
not fit all. But after taking a glance at
small-cross sections of area companies
with corporate giving programs, common principles emerge.
xIt’s not an add-on; it’s an integral
part of a business, from the top down.
While the bike race was a turning
point for Amylin, the company had always “put a little money aside to support the community,” Allen-Biros said.
And that’s what most companies
said about the origins of their programs.
Corporate giving is not something they
added on once they were successful. It
was part of their founders’ vision for
the enterprise and remains an essential part of their internal culture and
values.
At San Diego National Bank, corporate philanthropy is part of how the
local bank stays connected to the community. Managers being groomed for
top positions are encouraged to sit on
nonprofit boards, and the bank underwrites the donations they are expected
to make to those groups.
“I sit on seven boards because of it,”
said Kristy Gregg, the bank’s vice president of marketing and community relations. “It’s a great way to network, it
gets (the bank’s) name out there.”
xHave a goal; have a focus.
Ask most corporate giving folks
what the goal of their company program is, and the first answer is, “We
want to give back.”
True—and highly laudable – but the
savvy side of corporate giving is rooted
in more practical concerns, aligning
philanthropic programs with specific
business goals. In other words, companies with the most effective programs
figure out what kind of bang they want
for their bucks and act accordingly.
Cbeyond, an Atlanta-based firm that
markets telecommunications and data
services to small businesses opened offices in San Diego last December, with
Los Angeles and San Francisco outposts on the way.
Chairman and CEO Jim Geiger
credits a major part of the company’s
growth to its very active employee volunteer program, which began when
customers “started sucking us into
their causes in their communities.”
This year alone, the local sales force
will participate in four service projects.
That feel-good approach to customer
relations was quickly recognized as a
smart marketing strategy, Geiger said.
“The impetus was charitable, (but)
there is tremendous practical value
as well to our business,” Geiger said.
“Thirty percent of new customers each
month come to us as referrals from our
existing customers.”
xGive employees an active role.
A Supplement to the San Diego Business Journal
Employee loyalty and retention are
among the most frequently mentioned
benefits of corporate giving programs.
People want to work for companies
that make a difference; they want to
feel good about where they work
Promoting employee volunteer programs is cited almost universally as a
key way for a business of any size to let
its employees know it cares about the
causes they care about.
Cbeyond employees get eight hours
of paid time a year to use for volunteer
pursuits; along with company matching funds for any donations they make
up to $250.
At Solar Turbines, an employee
committee helps decide which of 13 to
15 local charities will get small grants
from the company each year, said Jessica Eslinger, senior communications
specialist. The international manufacturer of gas turbines likes to target
grassroots groups that don’t generally
pull in big grants, she said.
xCreate a structure, keep it simple.
One of the hardest parts of any corporate giving program is saying no.
Like any big city, San Diego has thousands of nonprofits doing essential, at
times miraculous work, and no company can support them all.
Which is why it is important for
businesses to have guidelines and
structure – knowing what it can give
and knowing how to give it is essential.
At Qualcomm, corporate giving is
part of the yearly budget—1 percent of
the prior year’s pretax profits. The company focuses its philanthropy in three
areas—education, health and human
services and arts and culture – and
has a streamlined process for screening prospective grantees.
Twice a year, Qualcomm holds
workshops to educate area nonprofits
on the kinds of programs the company
funds and how to apply. Groups seeking funds are asked to fill out an online
“letter of request,” which the company
uses as an initial screening tool. Groups
that meet the company’s guidelines are
contacted in about a week to fill out a
full grant application, which, in turn,
goes to a corporate giving committee
that meets monthly.
“(It) means people get their information on whether their grant will be
funded in relatively quick order,” said
Susan Laun, vice president for human
resources.
With its focus on smaller nonprofits,
Solar Turbines takes a more flexible
approach to proposals. The company
accepts them “in all forms, shapes and
sizes,” said Wendy Swanson, manager
of public affairs.
“Every organization is different, so
we don’t think there is an established
application that meets everyone’s
needs,” Swanson said.
xEvaluate and evolve.
Like any part of a successful business, a corporate giving program
should have built-in mechanisms for
Please turn to DONORS on Page 18
MAY 28, 2007
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A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 11
BAE Systems
COMPANYQ&A
Q
A
What is your company’s giving philosophy?
BAE Systems and its employees are aware of
the privilege and responsibility of living and
working in the San Diego area. Our employees
take particular pride in contributing their time
and resources to improve the environment and
quality of life of everyone.
Q
A
Why does your corporation give?
BAE Systems is proud of the role we play as
one of the leaders in the defense sector and,
as part of this, we recognize our specific responsibility to understand the concerns of others.
Q
A
What are your company’s giving areas
and why?
BAE Systems supports communities and
charities in the countries where it operates,
through donations of cash, practical support,
materials and equipment. Our company’s donations support charities working primarily in three
areas – youth, armed services welfare and medical research. Our corporate charity partners have
included Make-A-Wish; Hospice; American Cancer
Society; and presently the Alzheimer’s Association.
Q
What type of philanthropy does your
company engage in (cash, in-kind, volunteerism, etc.)?
A
Our company and employees donate cash and
in-kind donations throughout the year through
fund raisers in support of various charitable organizations as well as gifts in-kind to organizations such
as the San Diego Blood Bank, USO and San Diego
and Poway Unified School Districts. In addition,
our San Diego-based business provides more than
$48,000 in scholarship funds to San Diego State
University; UCSD; UCLA; Arizona University; and
University of Virginia. We contribute regularly to
a variety of military-affiliated organizations and
special events such as Fleet Week and the Miramar
Air Show. Our company and our employees also
contribute to the American Cancer Society, United
Way, Juvenile Diabetes, Alzheimer’s Association and
the March of Dimes just to name a few.
Q
How does the company fund donations
(foundation, donor advised fund, community relations, HR, etc..)?
A
In San Diego, funding is provided by the
company through the Community Relations
organization as well as the Charity Challenge
committee.
Q
A
How does the company involve employees in volunteerism and giving?
In San Diego, BAE Systems has a committee of active volunteers (Charity
Challenge committee) who meet on a regular
basis to brainstorm, plan and communicate to
employees the many activities, fund raisers
and volunteer opportunities available in the
county.
Q
What advice would you give companies
considering starting a volunteerism or
corporate giving program?
A
The recipe is easy – gather a group of enthusiastic employees, add a blend of worthwhile
causes and charitable organizations, mix in the
involvement of other employees and the giving
and volunteering is contagious!
Q
A
Describe a major philanthropic success
your company has achieved?
During the past twelve years, BAE Systems has
been donating bikes to the kids of our local community during the holiday season. The Bike Drive’s
initial efforts produced five bikes and helmets which
benefited a small group of underprivileged children
and the tradition has continued with a growing
number of bikes donated each year. In December
of 2006, BAE Systems teamed with the local USO
in providing 1,100 bikes and helmets to our local
military families stationed at Camp Pendleton, Marine Corps. Air Station – Miramar, Marine Corps.
Recruit Depot (MCRD), Naval Station/Coronado
and the Coast Guard. Employees gave generously,
and over the course of many fund-raising months
donated an incredible $18,377 with an additional
$20,000 donated by BAE Systems.
The Bike Drive Assembly team, made up of
about 40 dedicated and committed volunteers,
have a short time span to assemble the bikes,
which are purchased in all shapes and sizes for
boys and girls. These employees sacrifice many
hours during lunch, before and after work and on
weekends to accomplish this tremendous task.
The Bike Drive inspires teamwork among our
employees and brings us together for a common
cause. Not only do our employees demonstrate the
sprit of giving through their actions, our military
personnel are considered part of our extended
family and we enjoy helping them.
Transforming Lives,
One Student at a Time
In 1999, the Preuss School UCSD began with a powerful idea:
providing opportunities for low-income students to become the
first in their families to earn a college degree. During the last
eight years, a diverse and gifted group of students has graduated
from the Preuss School and gone on to thrive at an impressive
array of colleges and universities: Berkeley, MIT, Stanford, UCLA,
Dartmouth, UCSD. . . the list goes on.
The Preuss School is about transformation. It’s about engaging
students in the world of ideas and giving them the tools and
knowledge to develop as active scholars and citizens.
Gen-Probe has had the privilege of working with Preuss School
students as mentors and friends for three years. Our relationship
with the school and its amazing students has enriched our
employees and affirms our belief in the power of education. We
look forward to working with the Preuss School for years to come,
watching students grow to become leaders in their communities.
GEN-PROBE.COM
12 CORPORATEPHILANTHROPY
PREUSS.UCSD.EDU
A Supplement to the San Diego Business Journal
MAY 28, 2007
Corporate Giving Goes Beyond Dollars and Cents to
Fuel Local Nonprofits
Partnerships Prove Good for Business and Harvesting Good Will
By Liz Wiedemann | Staff Writer
In today’s competitive corporate
world, how can giving away time and
cash possibly be good for a bottom
line?
Despite the apparent paradox,
corporate philanthropy and employee volunteerism have become part of
companies’ overall corporate citizenship strategies, and in some cases a
necessary component in maintaining
that edge.
Within the broad scope of corporate citizenship, corporate responsibility embraces issues to do with
company risk and reputation, or the
development of goods and services
related to social and environmental
need, according to the Boston College
Center for Corporate Citizenship.
Time Warner Cable San Diego has
served as a presenting partner with
the Coronado Schools Foundation for
19 years, by facilitating the production of the annual telethon, a fourhour variety show featuring Coronado’s kids, teachers and community
members, that is aired live over the
local TWC channel.
According to Marc Farrar, vice
president of public affairs for TWC
San Diego, corporate giving is a must.
“In the beginning, from the sidewalks in front of TWC, the event
raised a few thousand dollars, and at
the March event, we raised a record
$124,000,” Cowan said.
The San Diego division of TWC
also hosted a telethon for the Carlsbad Unified school district in March.
Farrar said that TWC’s companywide philanthropic focus is on education, a sector which can give back to
the community as a whole.
If the Shoe Fits
Dr. Edgar Ling talks to Stephanie about her post-operative care through volunteer interpreter,
Tina Salazar.
“While we’re not surveying customers to find out whether they
choose our service over a competitor’s
because of our philanthropy, the positive feedback from administrators,
school foundation members and parents in the community tells us that
the telethon is really making a huge
impact,” Farrar said.
In return for the in-kind donation
of nearly $25,000 in expertise and
equipment, as well as the live air production that TWC provides, the partnership provides good will for the corporation and likely more customers for
their products and services, according
to Patty Cowan, executive director at
the Coronado Schools Foundation.
Mutual benefit for both business
and nonprofit depends on the relevance of the pairing.
Fresh Start Surgical Gifts of
Carlsbad also knows the value of an
in-kind donation. The nonprofit provides surgeries at no cost to children
and young people with physical deformities.
“We are a volunteer organization,
we would not exist without gifts inkind,” said the organization’s Media
Specialist Amelia Devine.
For the last three years, the Center
for Surgery of Encinitas has teamed
with Fresh Start, charging a nominal
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©2007 Union Bank of California, N.A. Member FDIC
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 13
Employees Steer Company Giving Efforts
By Jessica Long | Staff Writer
In the corporate world, rarely will spending decisions be made
absent the careful review of a neatly compiled report packed with
facts and figures. That is unless the spending pertains to corporate
philanthropy, where companies often take a leap of faith based on
what they see, feel and hear from their employees.
At the Wells Fargo Foundation, a conscious decision was made
to support causes that employees found important enough to volunteer for or write a personal check to. In San Diego County, the
vast majority of the $2.4 million donated by Wells Fargo last year
went to employee-popular charities.
The shift has led to what seems to be a happier team with a
high retention rate, according to Dean Thorp, regional vice president of the Wells Fargo Foundation.
“I don’t have a real quantitative report, but about six or seven
years ago I saw a cultural shift,” Thorp said. “I just didn’t realize
then it would become what it is today, or I probably would have
tried to put together some sort of report on it.”
The mindset shift hasn’t been too shabby for the company’s
reputation in the community, either.
“Our sponsorship of sports events are well recognized and received but I think more and more people are seeing that Wells
Fargo Foundation is also helping out in the schools and other parts
of the community that really matter most,” Thorp said.
Among the groups to receive aid from Wells Fargo last year:
the San Diego Blood Bank, Girl Scouts, Junior Achievement, Old
Globe Theater and the Special Olympics.
At the Hitachi Foundation, two San Diego facilities participate in
what’s come to be known as the international company’s Community
Action Committees. Hitachi Home Electronics Inc. in Chula Vista and
Hitachi Data Systems in Scripps Ranch raised a collective $70,000
for various charities in the county last year.
Again, no hard numbers are available to show what impact the
company’s involvement in philanthropy has meant for such things
as employee retention, productivity or reputation, but recently a 10point metric system has been started on the assumption that the
harder committees work toward a charitable goal, the stronger the
bond will be between everyone involved.
“We don’t have quantitative data, as in as a result of X, Y happened … but one can assume,” said Renata Hron Gomez, senior
program officer for the Hitachi Foundation.
Another driving force behind a company’s measurement of how
beneficial corporate philanthropy can be to a bottom line is found
in the hiring office. Molly Cartmill, director of corporate community partnerships for Sempra Energy, said it’s clear people nowadays
want to work for a company that gives back.
“I don’t know that we have direct numbers that say that employees who serve stay longer or anything like that but I know that when
people start with us we often hear that they like what they see we do
and it’s part of them wanting to work here,” Cartmill said.
Although she can’t prove objectively that employees stay longer
for the fact that their company is a good philanthropist, Cartmill
doesn’t doubt it.
“Subjectively, I would say that it does help with employee loyalty,” Cartmill said.
Last year, Sempra gave $4.5 million to the community. Its employees gave $1.1 million. Through a matching funds program and
other incentive donations, $900,000 of the money donated last year
by Sempra was a direct result of employee participations.
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14 CORPORATEPHILANTHROPY
A Supplement to the San Diego Business Journal
MAY 28, 2007
Barney and Barney
COMPANYQ&A
Q
A
What is your company’s giving philosophy?
One of Barney & Barney’s core
values is “Community Involvement.” B&B has been deeply
involved in our community for 98
years. We have thrived in San Diego
and as a result we feel a deep corporate and individual commitment to
give back to our community. We
show that commitment by giving both through our financial
resources and through volunteerism.
We believe in the motto, “Do well by
doing good.”
Being recognized as good corporate
citizens sets an example for other
organizations while enabling us to
achieve our company’s objectives.
in the community. We allow up to 5
working days away from the office
during the year for volunteer activities; this time is compensated on
a 50/50 basis. This policy promotes
14,000 of volunteer hours provided
by the dedicated associates who
live and work in San Diego.
your employees to participate in
volunteer activities (time off, compensation, etc.). Get excited about
the plan and communicate about it.
An example needs to be set from the
highest level.
Q
What advice would you
give companies considering starting a volunteerism or
corporate giving program?
Employees today want to make a
positive difference in society, and
companies that facilitate meaningful community involvement opportunities will be very attractive employers.
A
Q
Begin with a plan. Know what
types of activities and organizations you would like to support. Determine how you will encourage
Describe a major philanthropic success your company has achieved?
A
Barney & Barney has been the
driving force in launching the CFO
Roundtable, an organization that went
on to found “Day for Change.” This is a
fund-raising initiative that was started
5 years ago to raise money for organizations that help abused and neglected
children of San Diego. Since its inception, “Day for Change” has raised more
than $ 200,000 - all of which has gone
directly to nonprofits such as Voices
for Children, Walden Family Services,
The Monarch School and Casa de
Amparo. Barney & Barney has played
a large part in starting and supporting
“Day for Change” through an annual
change drive, which has raised in excess
of $ 40,000.
Q
A
Why does your corporation
give?
Because we are a nearly 100year-old organization, our roots
in San Diego run deep. Barney &
Barney feels a sense of commitment and obligation to our entire
community. We know that when we
work to make our neighborhoods
safer, our kids healthier and our
surroundings more beautiful, everyone benefits. We feel very blessed
to live in San Diego and we want to
help our community truly thrive.
Q
A
What are your company’s
giving areas and why?
Barney & Barney’s areas of giving are diverse, but most of our
time and effort goes into three main
areas - children & youth, community development, health & human
services. We focus our attention here
because there is such a great need.
Q
What type of philanthropy
does your company engage
in (cash, in-kind, volunteerism,
etc.)?
A
Q
We give financially and through
volunteerism.
How does the company
fund donations (foundation,
donor advised fund, community
relations, HR, etc..)?
A
Q
Corporate giving is built into
our operating budget.
How does the company
involve employees in volunteerism and giving?
A
Barney & Barney is committed to giving back to our
community, and therefore, we
employ compassionate individuals who also place an importance
on volunteerism and charitable
endeavors. We support our employees’ giving of their time and talent
MAY 28, 2007
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A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 15
Cardinal Health
COMPANYQ&A
Q
A
What is your company’s giving philosophy?
Our mission is to utilize the resources of
Cardinal Health to support our employees’
interests and to improve access to and delivery of
quality health care services in conjunction with
our business partners in the communities and
markets where we operate. To accomplish this, we
focus our efforts on three major program areas:
xEmployee Volunteers and Involvement.
xHealthy and Livable Communities.
xHealthcare Partnerships.
Q
A
nal Health employees.
measurable results.
xDemonstrate
Q
What type of philanthropy does your
company engage in (cash, in-kind, volunteerism, etc.)?
A
Cardinal Health primarily provides charitable support through grants, matching gift
donations and volunteer efforts.
Q
Q
A
A
How does the company fund donations
(foundation, donor advised fund, community relations, HR, etc..)?
Why does your corporation give?
At Cardinal Health, everything starts with
people. This is especially true when it comes
to our communities. Fostering strong relationships with the communities where we live and
work is a responsibility implicit in our EPPIC
Core Values. As we continue to grow and prosper as a company, it is important that we have a
framework for our commitment to being a responsible neighbor, good citizen and involved partner
in addressing issues of mutual interest with our
employees, communities and business partners.
Q
A
What are your company’s giving areas
and why?
Specific themes derived from the values of
Cardinal Health guide our support. We place
greater focus on programs that fit the following
criteria:
xImprove the health, livability and vitality in
communities where we have operations.
xUtilize the core expertise of Cardinal Health,
its employees and its partners to provide
leadership and mobilize others.
xApply innovative solutions in collaboration
with our businesses and/or other partners.
xOffer opportunities for involvement by Cardi-
ducted by teams of three or more Cardinal
Health employees. In fi scal 2006, the Foundation issued 188 CARE grants totaling $530,000
to nonprofit organizations in 25 states. The
Cardinal Health Employees CARE program
continues to gain momentum – it has grown at
over 30 percent per year since its introduction
in 2002. In fi scal 2006, the program provided
more than $4 million in community benefit.
What advice would you give companies
considering starting a volunteerism or
corporate giving program?
Cardinal Health provides donations through
our Foundation as well as through the corporation depending on the type of request.
Survey your employees to ascertain their
interests and align your corporate giving to
your business objectives.
Q
A
Q
A
How does the company involve employees in volunteerism and giving?
A cornerstone of the company’s community
relations efforts is the Cardinal Health
Employees CARE program which was launched
in July of 2002. The purpose of this program is
to raise awareness among our associates nationwide about the importance of community involvement, and to then leverage that involvement with
funding. The program has three key elements:
Matching Gifts, Volunteer Leadership Grants and
Team Volunteer Grants. The Cardinal Health
Foundation matches every dollar contributed by
employees to the United Way at 50 percent, and
also provides up to $2,000 in matching funds for
each eligible employee per fiscal year.
The company encourages its employees to
seek leadership opportunities with nonprofits
in their communities, and supports these efforts with Volunteer Leadership Grants of up
to $5,000. And fi nally, Team Volunteer Grants
of up to $2,500 are awarded to nonprofits as a
result of fund-raising efforts or projects con-
Describe a major success your company
has achieved?
A primary focus is to support large-scale
programs that can meaningfully contribute
to improvements in the quality and safety of
health care delivery in the United States. This
focus is what led the Cardinal Health to become
a major donor of the Institute for Healthcare
Improvement’s (IHI) 100,000 and 5 Million Lives
Campaigns. The Institute for Healthcare Improvement (IHI) is a non-for-profit organization
leading the improvement of health care throughout the world.
The 100,000 Lives Campaign was a national effort to reduce preventable deaths in
U.S. hospitals. The 3,100 hospitals that participated in this initiative with IHI achieved
a remarkable goal. Through their work on
the Campaign’s interventions, combined with
other national and local improvement efforts,
these facilities saved an estimated 122,000
lives in 18 months.
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16 CORPORATEPHILANTHROPY
A Supplement to the San Diego Business Journal
MAY 28, 2007
COMPANYQ&A
Q
A
What is your company’s giving philosophy?
Q
Why does your corporation give?
At digital-telepathy, we constantly strive
to do business in a way that enriches our
community and makes the planet a better place
to live. Giving is the key to achieving our triple
bottom line: Bring profitability to our people, our
planet and only then to our pocketbooks.
A
The joy of working for a socially-conscious
company is that you do not have to check
your morals at the door. The joy of volunteering
your time and talents to those less fortunate is
something that can’t be measured. We give because we want to. We give because it is a part of
each of us as individuals, and brought together,
what makes our company such a great place to
work and San Diego such a great place to live.
Q
A
What are your company’s giving areas
and why?
dt is a melting pot of many personalities,
and all of us have varied interests and
ideas when it comes to philanthropy. Some of
us bike to work to lower carbon emissions, some
of us teach handicapped kids how to horseback
ride, some of us answer phones during KBPS
telethons, and all of us get together to clean up
Pacific Beach for Earth Day. We don’t just talk
the talk; we prefer to walk the walk. And that
means getting out into the community to do our
part.
Digital-Telepathy
Q
What type of philanthropy does your
company engage in (cash, in-kind, volunteerism, etc.)?
A
At dt, we are a passionate bunch. As a group
of fun, outgoing individuals, we love to lend
our talents to any and all local projects that can
enrich our personal selves and our community.
Anybody can write a check to an organization
in need. We prefer to participate in volunteer
events because we have so many talents to
share, and because it’s just plain fun to get out
of the office to take an active role in the world
around us.
Q
How does the company fund donations
(foundation, donor advised fund, community relations, HR, etc..)?
A
Our donation funds come from dt’s net profits and countless hours of donated time. Oh,
and we can’t forget pro bono Web development
services.
Q
A
How does the company involve employees in volunteerism and giving?
Our company does not involve our employees
in volunteerism, but rather our employees
actively involve the company. dt Do Gooders is
an employee-run initiative that began because a
couple of dt folks recognized that busy employees
need help getting involved. By using San Diegobased Web site Eventful.com, dt Do Gooders’
calendar of events is now accessible to the entire
San Diego community. You, too, can come on out
and join us at our next volunteer activity!
But how do our employees have the necessary
time to log some serious volunteer hours? Because
our boss gives us time off to do so! Everyone at dt
is encouraged to take 2 hours per month to get our
hands dirty in the community. At the end of each
quarter, the employee with the most volunteer
hours is eligible for a donation to his/her charity
of choice. And we’ll soon have a widget on our Web
site so that people can track our progress.
Q
What advice would you give companies
considering starting a volunteerism or
corporate giving program?
A
First, allow your employees the flexibility they
need to volunteer. Stressed out people aren’t
good for your business, nor are they helpful to a
community in need. Second, foster passion in your
employees. Let them each discover a cause that is
the right fit for their personality and their schedule. Then simply give them opportunities to delight
in that cause and watch the magic happen.
Q
A
Describe a major philanthropic success
your company has achieved?
At dt, our passion lies in the Web. So as a
company, we donated our time and talents to
It’s All About The Kids Foundation. We created a
truly stellar Web site which, in turn, is a source
for increasing donations for the organization. We
think its founder, Angela Brannon, says it best:
“Our Web site, generously created and provided
by dt has been hugely instrumental in the success
of our foundation...The Internet and our fantastic
Web site have been two huge factors in our success. Thank you dt! You are the best!”
Amylin Pharmaceuticals, Inc.
Passionate about strengthening the communities
where we live and work.
MAY 28, 2007
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 17
The Bottom Line: Corporate
Giving Gives Back
By Nancy Jamison and Sue Carter
As illustrated by the real life San lieve that businesses should invest
Diego stories in this supplement, corpo- significantly more money, time, atrate giving and employee volunteerism tention and resources in corporate
provide huge benefits for the nonprof- citizenship and that corporate citiits in our community and the people zenship should be an essential high
and causes they serve. The good news priority goal (GolinHarris, 2006).
x Employees who work for organiis that a growing body of research demonstrates that it’s also a smart busi- zations that are involved in the comness choice. Here are a few facts and munity are more likely to be engaged
figures to support the case for blending at work and stay with the company
(Walker Information, 2003).
business and philanthropic interests:
x63% of respondents reported that
x For retail, banks and popular goods
manufacturers, sales go up $6 for ev- volunteering had a positive effect
ery $1 these companies add to their on their careers (Deloitte & Touche/
giving budgets (NYU Stern School of Points of Light Foundation, 2006).
x A survey of professional women
Business, Is Doing Good Good for You?
Yes, Charitable Contributions Enhance who volunteered revealed that approximately 80% reported that volRevenue Growth, 2007).
x 86% of consumers surveyed said unteering developed leadership and
that they are likely to switch to a brand communication skills (Markitects
associated with a cause, if product price and WOMANS WAY, 2006).
xFollowing team volunteer projects,
and quality are on par (Cone, 2004).
xOver 80% of consumers surveyed a bank discovered that 61 percent of
said that a company’s commitment employees reported that their teamto a social issue is important when work skills increased (Barclays Bank).
If you want your company to start
they decide where to work and which
products and services to recommend reaping the benefits of corporate giving and employee volunteerism, we
to other people (Cone, 2004).
x 75% of Americans surveyed be- are here to help:
lieve that companies should provide
employee volunteers, 67% believe
that companies should provide cash
and product donations (Cone, 2004).
x 68% of Americans surveyed be-
Nancy Jamison - San Diego Grantmakers
www.sdgrantmakers.org
(619) 744-2180
Sue Carter - Volunteer San Diego
www.volunteersandiego.org
(858) 636-4131
Donors:
Continued from Page 10
feedback and evaluation. At a basic
level, evaluation may track the number of dollars granted, organizations
served, employees who volunteered
and service hours contributed.
Sempra Energy, the parent company of San Diego Gas & Electric
and Southern California Gas, evaluates its programs based on five areas of impact—societal, customer
relations, employee retention and
loyalty, public relations and business promotion.
An effective program will have
impact in multiple areas, said Molly Cartmill, the company’s director
of corporate community partnerships.
Evaluation should also be internal as well as external. San Diego National Bank used to sponsor
branch-level fund-raising drives
every month, a well-intended effort
that ended up overextending staff
and customers, said Kristy Gregg.
The program was downsized to a
few drives a year, she said.
Ultimately, of course, evaluation
should keep a company connected
to the original goals of its corporate
giving program, said Freeman.
“The most important thing is to
really understand what your priorities are and what’s motivating you,”
Freeman said. “Keep asking the why
question: Why are we doing this and
why is it important. That’s the really
important piece.”
Resources
If the thought of starting or expanding a corporate giving program
still feels intimidating, relax. In addition to local groups like San Diego
Grantmakers and Volunteer San Diego, companies can also draw on the
expertise of a growing network of national organizations that promote corporate philanthropy. Here are a few:
• Volunteer San Diego
www.volunteersandiego.org (858636) 4131 Offers programs and services to help companies of all sizes
get involved in the community while
meeting business goals.
• San Diego Grantmakers:
www.sdgrantmakers.org
(619) 744-2180
A membership association with the
goal of supporting foundations and
corporations to stimulate effective
philanthropy in the San Diego region.
• Boston College Center for
Corporate Citizenship:
www.bccc.net.
• Council on Foundations:
www.cof.org.
• Business for Social Responsibility:
www.bsr.org.
• Committee to Encourage
Corporate Philanthropy:
www.corporatephilanthropy.org.
• Association of Corporate
Contributions Professionals:
www.accprof.org.
• Conference Board
www.conference-board.org.
K Kaufmann is a freelance writer
in the San Diego community.
Jack in the Box is dedicated
to making a positive difference
in the communities where our
employees & customers work and live.
©2007 Jack in the Box Inc.
18 CORPORATEPHILANTHROPY
A Supplement to the San Diego Business Journal
MAY 28, 2007
Nonprofits:
Continued from Page 13
fee to rent its facilities, according to
Volunteer Coordinator Jennifer Jones
at Fresh Start.
“We needed more space for our
surgeries, and the Center for Surgery
offered to charge us cost plus 10 percent for facility use and equipment.
That’s a great financial deal for us,”
Jones said.
According to Fresh Start Medical
Program Director Candise Flippin,
the gift in-kind dollar value to Fresh
Start from surgery alone is approximately $775,539 in three years’ time.
The Center is closed weekends,
so all of Fresh Start’s charity work
takes place on Saturdays, and the extra revenue is another benefit for the
Center, says Jones.
Chris Clinton, director of surgery
at the Center, echoes the theme of
good will for her staff, which also
has the option to volunteer for Fresh
Start surgeries.
“It really is great Karma for us. We
are in the health care industry, and as
surgeons, our staff feels good about the
option to volunteer,” Clinton said.
While Clinton admits that good
press is a perk to their philanthropic
involvement, other practical perks
like shared employees among the
businesses has proven more beneficial, she says.
Responsibility and Reward
While writing a check has its obvious benefits in simplicity, there may
be something more to gain for busi-
Fresh Start’s therapy dog, Barley, and Medical Program Director Candise Flippin, help ease
Keyla’s pre-surgery anxiety.
nesses teaming with nonprofits in
the longer term.
Karen Van Dyke, market development director for Bank of America’s
private bank division, says that today’s average consumer requires a
new kind of marketing.
“Cause marketing is a partnership
between a business and a nonprofit
entity for a mutual benefit, and it becomes a triad, benefiting the community as well,” Van Dyke said.
Parker Pike, marketing manager
for UC San Diego Extension and president of Catalyst Marketing, also knows
the benefits of cause marketing, also
known as strategic philanthropy.
According to Pike, corporate giving is not just an extra anymore; the
bar has been raised for major corporations, and proponents of corporate
social responsibility believe that giving is a necessity.
Last October, the private bank
division of BofA along with Luce
Foward Hamilton & Scripps LLP and
CommNexus created a partnership
to host a chalet at the Miramar Airshow, benefiting the Injured Marines
Semper Fi Fund.
“Cause marketing promotes the
company and the nonprofit, but it also
promotes the community at large. In
a military town like San Diego, giving back to the families of marines
who are burdened during recovery is
very important,” Van Dyke said.
The division collected more than
$20 thousand for the Semper Fi Fund
at the event.
“It’s important to seek partners
that make sense for your business, so
you want to consider different alignment possibilities,” Pike said.
The BofA has joined in a sponsorship with the San Diego Natural History Museum to bring the Dead Sea
Scrolls to the city, including a media
plan to help generate the traffic into
this exhibit and creating events for
community involvement.
“In association with BofA’s focus on
arts and culture, aligning schools in the
community with this effort is a main
goal of our project,” said Van Dyke.
Because the essence of cause marketing asks how to build a business
by giving, according to Van Dyke, 90
percent of BofA’s events are aligned
in a cause marketing way.
“It is the corporations giving in
any capacity – time, money and inkind donations – that keeps San Diego strong in the nonprofit sector,”
Pike said.
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MAY 28, 2007
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 19
Corporate Philanthropists
*O4BO%JFHP$PVOUZ
Alturdyne
660 Steele St., El Cajon 92020
(619) 440-5531
www.alturdyne.com
NA
Amylin Pharmaceuticals Inc.
9360 Towne Centre Drive, San Diego 92121
(858) 552-2200
www.amylin.com
NA
AT&T
101 W. Broadway, San Diego 92101
(619) 237-2423
www.att.com
NA
BAE Systems
10920 Technology Place, San Diego 92127
(858) 675-2600
www.baesystems.com
Bainbridge
4275 Executive Square, #850, La Jolla 92037
(858) 410-0913
www.bainbridge.com
Bank of America
450 B St., #620, San Diego 92101
(619) 515-5641
www.bankofamerica.com
NA
NA
$324,645
$351,778
$16.48 million
NA
NA
$215,000
$200,000
$215,000
Barona Valley Ranch Resort & Casino
1932 Wildcat Canyon Road, Lakeside 92040
(619) 443-2300
www.barona.com
NA
NA
Berkman
1230 Columbia St., #500, San Diego 92101
(619) 231-9977
www.berkmanpr.com
NA
Biogen Idec
5200 Research Place, San Diego 92122
(858) 401-8406
www.biogenidec.com
NA
Biosite Inc.
9975 Summers Ridge Road, San Diego 92121
(858) 805-2804
www.biosite.com
NA
NA
$220,879
Cardinal Health
3750 Torrey View Court, San Diego 92130
(858) 458-6190
www.cardinal.com
$300,000
$175,000
$4 million
Cavignac & Associates
450 B St., #1800, San Diego 92101
(619) 234-6848
www.cavignac.com
$41,000
$38,000
$41,000
Corky McMillin Cos.
2750 Womble Road, San Diego 92106
(619) 477-4117
www.mcmillin.com
$1.92 million
$795,027
$2.07 million
Cox Communications
5159 Federal Blvd., San Diego 92105
(619) 266-5286
www.coxsandiego.com
NA
NA
$1 million
$30,000
$1 million
Digirad
13950 Stowe Drive, Poway 92064
(858) 726-1502
www.digirad.com
NA
All
contributions
are local
Digital-telepathy
2970 Fifth Ave., #340, San Diego 92101
(619) 225-6220
www.dtelepathy.com
NA
NA Not available
20 CORPORATEPHILANTHROPY
NA
•
•
• • •
• •
NA
NA
NA
•
NA
•
• •
•
•
•
•
•
•
•
International
Other
•
•
•
•
•
•
•
• • •
24
Assembles engine
power units
1,000
NA
50
Biotech
NA
NA
1,000
•
• • • • • • • •
•
•
• •
•
•
•
James
Eggert
Frank
Verbeke
60
Daniel
Bradbury
NA
1,600
4,700
130,000
NA
300,000
Defense
3,417
NA
88,000
25
1,500
185,000
Casino gaming resort
480
$100,000+
3,450
PR/Marketing
300-350
$1.66 million
15
241
3,450
15
400
Biotech
NA
NA
3,900
Biotech
NA
NA
1,100
Golf manufacturer
1,279
$385,759
Nick Chini
Melissa Call
NA
231
700
1,563
3,065
1,800
50,000
Ed Whitacre
Jr.
Laura
Sanford
Walt
Havenstein
Bob
Hastings
2,564
Insurance
14,000
NA
• CEO
• Foundation/
Giving officer
Jason Kulpa
Al Johnson
30
Telecommunications
Health care
NA
NA
•
•
NA
• •
•
•
•
• •
Internet marketing
1,104
NA
Banking
1,300
NA
•
• • •
•Type of business
•Total estimated hours of
San Diego volunteer work
No. of
among employees for 2006
employees:
• Estimated value of
•Local
•Companywide
in-kind contributions
Management
consulting
750
$15,000+
•
NA
NA
Human services
•
•
4%
1.05%
•
•
NA
•
Housing
•
• •
• •
NA
NA
Health & Science
•
• •
NA
•
•
•
NA
•
Environment
•
NA
•
Religious
Arts & Culture
Children & Youth
More than $1 million
$500,001- $1 million
$250,001 - $500,000
$50,001 - $100,000
$100,001 - $250,000
$25,000 or under
NA
NA
$163,425
$119,790
•
NA
•
NA
Callaway Golf Co.
2180 Rutherford Road, San Diego 92008
(760) 931-1771
www.callawaygolf.com
• •
NA
$101 million
$200 million
Cymer
17075 Thornmint Court, San Diego 92127
(858) 385-7300
www.cymer.com
NA
•
NA
$1.6 million
$1.2 million
Barney & Barney LLC
9171 Towne Centre Drive, #500, San Diego 92122
(858) 457-3414
www.barneyandbarney.com
NA
•
Education
NA
Total cash
giving as
percentage
of profit for
2006
Community development
AD Authority
2275 Reo Bonito Way, #210, San Diego 92108
(866) 235-0572
www.adauthority.com
Giving areas:
Most supported areas in philanthropy for 2006
Estimated cash contributions to San
Diego-based charities in 2006, if
actual amounts are not available
$25,001 - $50,000
Company
Address
Phone
Web site
Actual cash
Actual cash
contribution to
San Diegocontribution to
based charities, companywide
charities, if
if available
available
• 2006
in 2006
• 2005
Ken Lewis
NA
Paul Hering
Lisa
MacLarty
Karol
Schoen
Maylette
Garces
Jack
Berkman
Jack
Berkman
James
Mullen
Kathryn
Bloom
Kim Blickenstaff
Susan
Schotthoefer
George
Fellows
Julie Maloy
Kerry Clark
Debra
Hadley
Insurance
NA
NA
40
40
Jeffrey
Cavignac
Jeffrey
Cavignac
Residential builder
20,000
$80,000
368
Mark & Scott
McMillin
Telecommunications
2,300
NA
NA
NA
Light source
technology
NA
NA
747
Manufacturer
100
NA
175
375
Mark
Casner
Mark
Casner
Digital marketing
400
NA
16
Chuck
Longanecker
838
975
16
Sandra
Perlatti
Bill Geppert
Mary Ball
Bob Akins
Ed Brown
Kelly
Cochran
Notes: List was compiled by surveys that were completed by companies. This List does not illustrate all philanthropic companies in San Diego County.
A Supplement to the San Diego Business Journal
MAY 28, 2007
Leave your mark. Believe you
can change the world. Start
where you are. Use what you
have. Do what you can. Live your
life as an example. Lead more
than you follow. Inspire dreams.
Spread sunshine. Build
hope. Paint rainbows.
Sow seeds of compassion.
Become friends with a
stranger. Create positive
energy. Take initiative.
Tear down barriers.
Believe in the impossible.
Outdo yourself.
Welcome responsibility.
Become a beacon of
optimism. Always count
your blessings. Never forget
where you came from. Embrace
the unfortunate. Empower the
helpless. Remember the forgotten.
Set the bar high. Then raise it
higher. Measure wealth in acts of
kindness. Gauge success by lives
you touch. Reach out further.
Open your heart. Lend a hand.
Make a difference. We do.
MAY 28, 2007
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 21
Corporate Philanthropists
*O4BO%JFHP$PVOUZ
Directed Electronics
1 Viper Way, Vista 92081
(760) 598-6200
www.directed.com
$84,000
$90,000
$119,000
Epsilon Systems
1565 Hotel Circle S., #200, San Diego 92108
(619) 702-1700
www.epsilonsystems.com
$47,150
$31,550
NA
Equastone
8910 University Center Lane, #500, San Diego 92122
(858) 812-3279
www.equastone.com
NA
NA
Fieldstone Communities Inc.
5465 Morehouse Drive, #250, San Diego 92121
(858) 404-8056
www.fieldstone-homes.com
NA
French Gourmet
960 Turquoise St., San Diego 92109
(858) 488-1725
www.thefrenchgourmet.com
NA
Gen-Probe Inc.
10210 Genetic Drive, San Diego 92121
(858) 410-8000
www.gen-probe.com
NA
Harrah's Rincon Casino & Resort
777 Harrah's Rincon Way, Valley Center 92082
(760) 751-3100
www.harrahs.com
NA
Hartford
101 Riverview Parkway, Santee 92071
(619) 219-2690
www.thehartford.com
NA
$7.2 million
Herr Photography Inc.
220 Rosebay Drive, Encinitas 92024
(760) 436-6469
www.herrphotography.com
NA
Holland America Line
300 Elliott Ave. West, Seattle 98119
(858) 576-9676
www.hollandamerica.com
NA
Invitrogen Corp.
1600 Faraday Ave., Carlsbad 92008
(760) 603-7200
www.invitrogen.com
NA
Kaiser Permanente
4647 Zion Ave., San Diego 92120
(619) 528-7283
www.kp.org
NA
Manpower Staffing Services
1855 First Ave., #300, San Diego 92101
(619) 237-9900
www.manpower-sd.com
$140,000
$115,000
NA
Michael Crews Development
P.O. Box 300429, Escondido 92030
(760) 749-1919
www.michaelcrews.com
$97,143
$97,108
$97,143
Mintz Levin Cohn Ferris Glovsky & Popeo
9255 Towne Centre Drive, #600, San Diego 92121
(858) 320-3000
www.mintz.com
NA
NA
Mission Federal Credit Union
5785 Oberlin Drive, San Diego 92121
(858) 546-2297
www.missionfcu.org
NA
Morrison & Foerster LLP
12531 High Bluff Drive, #100, San Diego 92130
(858) 720-5100
www.mofo.com
$2.2 million
Nanogen
10398 Pacific Center Court, San Diego 92121
(877) 626-6436
www.nanogen.com
NA
NA
Oceanside Glasstile
2293 Cosmos Court, Carlsbad 92011
(760) 929-4060
www.glasstile.com
NA
Pat & Oscar's Restaurant
10679 Westview Parkway, San Diego 92126
(858) 695-8500
www.patandoscars.com
NA Not available
22 CORPORATEPHILANTHROPY
$80,000
$72,000
NA
NA
• •
NA
•
NA
•
•
•
• •
•
•
•
International
Other
Housing
• •
•
•
•
NA
NA
•
• • •
•
•
• • •
•
• • •
•
• • •
•
•
• • • • • • •
500
50
5
428
70
70
850
1,000
1,639
40,000
460
31,000
2
2
2
16,200
1,000
4,300
7,300
166,000
65
Land
developer/builder
1,200
NA
83
Banking
NA
NA
Law firm
4,991
NA
Biotech
200
NA
• • •
540
Staffing services
NA
NA
Law firm
NA
NA
•
• • •
Cruise line
NA
$1.7 million
worldwide
Health care
Not collected
Not collected
•
•
43
Biotech
4,000
$500,000
•
NA
NA
•
•
NA
NA
•
•
• •
Real estate
investment
1,500+
$20,000+
Photography
NA
$15,000
• •
NA
225
Financial
services/insurance
860
NA
• •
•
Gov't contractor
500
NA
• Casino gaming resort
3,500
NA
•
.5%
NA
•
•
•
220
Biotech
10,200
NA
•
•
Electronics
NA
NA
Catering
100
$175,000
•
•
• •
•Type of business
•Total estimated hours of
San Diego volunteer work
No. of
among employees for 2006
employees:
• Estimated value of
•Local
•Companywide
in-kind contributions
Residential builder
250
$50,000
•
•
NA
•
Human services
•
NA
•
•
Health & Science
Environment
Religious
Education
•
•
• •
.47%
NA
•
Community development
Arts & Culture
More than $1 million
$500,001- $1 million
$250,001 - $500,000
$50,001 - $100,000
$25,000 or under
$100,001 - $250,000
NA
•
•
Children & Youth
• •
Foundation figure
•
NA
$91,460
$82,200
40%
•
$1 million
$1.9 million
2%
•
$1 million
$1.9 million
$1.4 million
•
NA
$439,655
$395,000
$248,000
Total cash
giving as
percentage
of profit for
2006
NA
$1.1 million
NA
Giving areas:
Most supported areas in philanthropy for 2006
Estimated cash contributions to San
Diego-based charities in 2006, if
actual amounts are not available
$25,001 - $50,000
Company
Address
Phone
Web site
Actual cash
Actual cash
contribution to
San Diegocontribution to
based charities, companywide
charities, if
if available
• 2006
available
• 2005
in 2006
Handcrafts
glass tile
248
$5,527
Restaurant
4,000
$600,000
NA
92
37
963
450
450
170
2,498
150
275
88
510
NA
NA
• CEO
• Foundation/
Giving officer
Jim Minarik
Jim Minarik
Bryan Min
Bryan Min
Chad
Carpenter
David
Bourne
Frank Foster
Janine
Mason
Michel
Malecot
Michel
Malecot
Henry
Nordhoff
Michael
Watts
Janet
Beronio
Sheryl
Sebastian
Ramani
Ayer
Michael
Gannon
Joanna Herr
Joanna Herr
Stein Kruse
Rose Abello
Greg Lucier
Lisa
Peterson
Nathaniel
Oubre Jr.
Diane Strum
Phil Blair
Mel Katz
Michael
Crews
Kelly Crews
Craig
Hunsaker
NA
Ron Martin
Michelle
Brega
Keith
Wetmore
Paul
Friedman
Howard
Birndorf
Suzanne
Clancy
Sean Gildea
Nan Sinclair
John Wright
Brian Home
Notes: List was compiled by surveys that were completed by companies. This List does not illustrate all philanthropic companies in San Diego County.
A Supplement to the San Diego Business Journal
MAY 28, 2007
COMPANYQ&A
Union Bank of California
Q
A
What is your company’s giving philosophy?
Our giving philosophy is to invest in people,
to demonstrate commitment and to hold
ourselves accountable for improving opportunity
and quality of life in the communities where we
do business.
Q
A
Why does your corporation give?
The purpose of Union Bank of California’s
corporate contributions program is to support
community-based organizations engaged in building better economic, educational and cultural opportunities. By helping such organizations, Union
Bank of California helps build a safer, sustainable
and affordable quality of life for our fellow citizens.
Q
A
What are your company’s giving areas
and why?
A
Q
Cash and volunteerism, with limited in-kind
contributions.
How does the company fund donations
(foundation, donor advised fund, community relations, HR, etc..)?
A
As part of its 10-year community reinvestment commitment, the bank has pledged 2
percent of its net profit annually to charitable
contributions. The 2 percent charitable commitment is achieved through contributions and sponsorships made directly by the bank, and by grants
and investments made through the Union Bank
of California Foundation.
Union Bank also has a corporate matching
program to leverage employee contributions to
community-based organizations and educational
institutions.
Q
A
How does the company involve employees in volunteerism and giving?
Union Bank funds donations and sponsorships supporting a broad range of charitable categories, including community economic
development, affordable housing, education,
health and human services, culture and the
arts, emergency services and the environment.
The bank is particularly interested in donations and sponsorships that support low-income
populations and promote and enhance diversity
in all its forms.
Union Bank has an employee volunteer program, P.A.L.S. (People Applauding Life and
Service). P.A.L.S. organizes volunteer activities
to benefit the communities in which Union Bank
does business. The efforts are coordinated through
the Union Bank of California Foundation. Events
include activities such as home restoration, neighborhood clean-up, serving meals to needy seniors,
helping to stage arts education events for innercity youth and participating in run/walks coordinated by local nonprofit organizations.
Q
Q
What type of philanthropy does your
company engage in (cash, in-kind, volunteerism, etc.)?
MAY 28, 2007
What advice would you give companies
considering starting a volunteerism or
corporate giving program?
A Supplement to the San Diego Business Journal
A
Get buy-in from the top. Any successful charitable giving program must be consistently
and strongly supported by senior management.
xSet priorities. Make sound decisions about what
and who to support in order to focus and maximize the beneficial impact of committed resources.
xAlign priorities with the business mission. Make
sure that the organizations and causes the company supports relate to the services the company
provides and the interests of company employees.
xHire qualified and dedicated staff to manage
your charitable giving and volunteer efforts. A
well-organized and well-managed effort is critical
to success.
xKnow the rules of charitable giving. Like everything else in the world today, charitable giving is
regulated, and violations of the law have major
legal, tax and reputation consequences.
Q
A
Describe a major philanthropic success
your company has achieved?
At Union Bank, philanthropic success is
defined by a commitment to effective organizations serving those most in need. That commitment is characterized by a charitable giving
program, volunteerism, ethical business practices
and thoughtful employees. Union Bank of California’s partnership with Senior Community Centers
serves as an example. Senior Community Centers
serves low-income seniors living in San Diego.
Union Bank’s partnership with Senior Community Centers dates back more than 30 years.
CORPORATEPHILANTHROPY 23
Corporate Philanthropists
*O4BO%JFHP$PVOUZ
PRA Destination Management
2456 Broadway, San Diego 92102
(619) 234-9440
www.pra.com
NA
Qualcomm Inc.
5775 Morehouse Drive, San Diego 92121
(858) 587-1121
www.qualcomm.com
NA
Roel Construction
3366 Kurtz St., San Diego 92110
(619) 297-4156
www.roel.com
NA
SAIC
10260 Campus Point Drive, San Diego 92121
(858) 826-6000
www.saic.com
NA
$13,500
$1.5 million
$2 million
NA
San Diego National Bank
1420 Kettner Blvd., San Diego 92101
(619) 724-7362
www.sdnb.com
$2.1 million
$1.2 million
$2.1 million
$57,690
$78,420
$1.07 million
$4.1 million
$4 million
$11.3 million
Solar Turbines Inc.
2200 Pacific Highway, San Diego 92101
(619) 544-2808
www.solarturbines.com
NA
NA
Stone Brewing Co.
1999 Citracado Parkway, Escondido 92029
(760) 471-4999
www.stonebrew.com
NA
Scantibodies Laboratories
9336 Abraham Way, Santee 92071
(619) 258-9300
www.scantibodies.com
Sempra Energy
101 Ash St., San Diego 92101
(619) 696-4299
www.sempra.com
Sundt Construction
1660 Hotel Circle N., #400, San Diego 92108
(619) 321-4800
www.sundt.com
NA
$27,971
$31,880
$387,576
$3 million+
$3 million+
$ 3 million+
$25,000
$20,000
NA
Time Warner Cable San Diego
8949 Ware Court, San Diego 92121
(858) 635-8464
www.twcsd.com
NA
$1 million+
Torrey Pines Bank
12220 El Camino Real, #100, San Diego 92130
(858) 523-4640
www.torreypinesbank.com
NA
Sycuan
5459 Sycuan Road, El Cajon 92019
(619) 445-2613
www.sycuan.com
Tapenade Restaurant
7612 Fay Ave., La Jolla 92037
(858) 551-7500
www.tapenaderestaurant.com
$130,000
Union Bank of California
530 B St., #650, San Diego 92101
(619) 230-4501
www.uboc.com
$2.47 million
$1.86 million
$15.32 million
Wal-Mart
9635 Granite Ridge Drive, #100, San Diego 92123
(858) 751-5959
www.walmartfacts.com
$1.92 million
$768,224
$300 million
Washington Mutual Inc.
1301 Second Ave., Seattle 98101
(206) 500-5207
www.wamu.com
$1.16 million
$918,312
$49.67 million
NA
$204 million
Wells Fargo & Co.
1350 Fashion Valley Road, San Diego 92108
(619) 688-2812
www.wellsfargo.com/donations
NA Not available
24 CORPORATEPHILANTHROPY
1%
• •
•
• • • • •
NA
• • • • •
•
NA
•
Other
• •
•
•
•
Event
management
1,000
Do not track value
Manufacturer
50,000+
$7.53 billion
Technology
1,000+
NA
•
•
• • • •
• • •
•
1.04%
• •
•
•
• •
• • • • •
•
• •
Wayne
Hickey
Wayne
Hickey
321
4,600
Ken
Dahlberg
Ben Haddad
44,000
Biotech
NA
NA
220
Robert
Ramset
Sofia
Sergado
NA
Robert
Horsman
Kristy Gregg
360
Tom Cantor
Allen Garrett
490
5,000+
14,000+
Technology
10,000
Do not track value
3,000
Brewery
1,000+
$150,000
194
Restaurant/Fine
Catering
NA
$3,000
Paul Jacobs
Susan Laun
294
360
Builder
NA
NA
• • • • •
NA
11,200
Banking
5,000+
NA
Greg Koch
Greg Koch
206
125
J. Doug
Pruitt
Charles
Boyd
1,556
3,500
Daniel
Tucker
By
Committee
3,500
40
Jean-Michel
Diot
NA
NA
800
350
$1.05 million
40,000
Banking
862
Do not track value
117
Donald
Felsinger
Molly
Cartmill
Steve
Gosselin
Wendy
Swanson
5,500
Telecommunications
• CEO
• Foundation/
Giving officer
Patricia
Roscue
Deborah
Martin
65
52
Energy services
13,500
NA
•
42
Television station
1,267
NA
• • • • • • • • • • • Casino gaming resort
100+
$500,000
NA
2%
•
• •
2%
•
• •
• •
NA
•
•
•
2%
NA
•
• • •
•Type of business
•Total estimated hours of
San Diego volunteer work
No. of
among employees for 2006
employees:
• Estimated value of
•Local
•Companywide
in-kind contributions
General contractor
433
$8,700
•
•
NA
NA
•
International
•
11%
NA
Housing
• • •
•
5.1%
•
• • •
•
•
Human services
•
•
•
NA
Health & Science
Environment
Religious
Education
Community development
Arts & Culture
• • • •
NA
•
Children & Youth
More than $1 million
$500,001- $1 million
$250,001 - $500,000
$50,001 - $100,000
$25,000 or under
$100,001 - $250,000
•
NA
San Diego CW 5
7191 Engineer Road, San Diego 92111
(858) 492-9269
www.sandiegocw.com
Total cash
giving as
percentage
of profit for
2006
3.2%
•
NA
NA
Giving areas:
Most supported areas in philanthropy for 2006
Estimated cash contributions to San
Diego-based charities in 2006, if
actual amounts are not available
$25,001 - $50,000
Company
Address
Phone
Web site
Actual cash
Actual cash
contribution to
contribution to
San Diegobased charities, companywide
charities, if
if available
available
• 2006
• 2005
in 2006
Judy Walsh
Marc Farrar
Gary Cady
Crystal
Watkins
117
2,479
Takashi
Morimura
Robert
McNeely
Banking
2,151
NA
10,400
Retail
1,000+
Each store tracks
its own
1.8 million
Banking
4,063
$865,855
49,720
Banking
4,500
NA
154,000
6,000
1,395
H. Lee Scott
Wal-Mart
Foundation
Kerry
Killinger
Bettye
Wilkes
2,000
Dick
Kovacevich
Dean Thorp
Notes: List was compiled by surveys that were completed by companies. This List does not illustrate all philanthropic companies in San Diego County.
A Supplement to the San Diego Business Journal
MAY 28, 2007
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MAY 28, 2007
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 25
COMPANYQ&A
Pat & Oscar’s Restaurant
Q
A
What is your company’s giving philosophy?
When Pat & Oscar’s opened their first restaurant in 1991, they had a great vision of
creating a family escape they couldn’t find in San
Diego - one similar to their special dining experience at home. They wanted a good value, where
one night a week the cooking and dishes were
left behind. In addition, they believed that their
family was the community they lived and worked,
as such, made part of the corporate culture to give
back as much as possible.
Q
A
What are your company’s giving areas
and why?
We support any club or activity whose purpose is to make our community a better place
to live.
Q
What type of philanthropy does your
company engage in (cash, in-kind, volunteerism, etc.)?
A
Cash through our fund-raising programs,
in-kind through our local store market-
ing outreach programs, volunteerism through
our community outreach programs and school
partnerships through our school tour and school
awards programs.
Q
How does the company fund donations
(foundation, donor advised fund, community relations, HR, etc..)?
A
Q
A
Pat & Oscar’s has a dedicated budget for each
type of philanthropy we participate in.
How does the company involve employees in volunteerism and giving?
Volunteerism and community participation
is central element that is taught to every
team member. We rate each manager every
six months in the community involvement and
participation, this rating is part of what determines their yearly merit increase.
Q
What advice would you give companies
considering starting a volunteerism or
corporate giving program?
What is your company’s giving philosophy?
Equastone is governed by the philosophy of
giving back to the community. We support
the issues and causes that are important to our
neighborhoods. Our grassroots style of philanthropy encompasses the small, such as sponsoring
a local sports team, and the large, such as donations to national organizations and support of
the arts. Volunteering is also a key component of
Equastone’s corporate giving philosophy. Equastone employees are strongly encouraged to support organizations that make a positive difference
in the local quality of life.
Q
A
Why does your corporation give?
Equastone is excited to be in a position to
make a difference through our own personal
and corporate donations, and leading by example.
We understand that community support helps
drive our company’s success. We experience firsthand that giving creates a win-win scenario for
our business and the community, from supporting
good causes to boosting employee job skills, opening new markets and heightening brand recognition.
Q
A
What are your company’s giving areas
and why?
We provide human and financial support to
worthwhile causes in the areas of education,
children and youth organizations, health and human services and arts and culture.
a) Recognizing the importance of investing in the
future, Equastone sets education as a key priority.
We seek to strengthen the community by helping children to realize their potential and we are
26 CORPORATEPHILANTHROPY
It has to come from the top down, if your
leadership team doesn’t believe in it, participate in it and support in finically, it will never
be successful. Most importantly, it needs to be
integrated in your company culture for your employees and team members to get believe in what
they are doing.
Q
A
Describe a major philanthropic success
your company has achieved?
We organized a 3-month campaign where
each Pat & Oscar’s restaurants sold $1 sunburst that were hung in the restaurants. At the
end of the campaign we were able to purchase
five, $4,000 fun centers for Southern California
Children’s hospitals. A Fun Center is a mobile
entertainment unit containing a flat-screen television, DVD player and Nintendo GameCube™
system.
Whether hospitalized children are nervously
awaiting surgery, sitting restlessly during a
long treatment or feeling lonely in their hospital room, the Fun Center helps them cope
by providing endless hours of fun and distraction.
Equastone
COMPANYQ&A
Q
A
A
proud of our efforts thus far to support education.
b) Much of our focus is on children and youth
programs that provide a reliable and safe alternative for kids such as the YMCA, Big Brothers,
Big Sisters and other organizations that empower
youth, adults and communities.
c) We are committed to promoting the health and
human needs of children and families. Equastone proactively donates funds to develop and
strengthen organizations that are dedicated to
nutrition and health services that will improve
the quality of life for those living in our community.
d) Our support to premier arts and culture organizations in our community helps open minds to
the world around us, leading the way to creativity, new understanding and insights and promote
artistic and cultural diversity.
Q
What type of philanthropy does your
company engage in (cash, in-kind, volunteerism, etc.)?
A
We support our community with financial
contributions, in-kind and product donations,
and by encouraging our employees to volunteer.
In 2006, Equastone and its employees gave more
than $250,000 in cash contributions and a combined total of approximately 2,500 hours of volunteering among employees as well as an estimated
$24,000 of in-kind contributions.
Q
How does the company fund donations
(foundation, donor advised fund, community relations, HR, etc..)?
A
Equastone typically funds donations directly to each cause. Equastone’s founders,
David Bourne and Chad Carpenter, and EquasA Supplement to the San Diego Business Journal
tone’s employees have also directly funded
donations. As our company continues to grow,
Equastone is able to give more to support local
causes. We are in the process of establishing
The Equastone Foundation, which will enable
the company to match employee donations,
establish criteria for the areas in which we give
and reward associates for time spent volunteering.
Q
A
How does the company involve employees in volunteerism and giving?
The spirit of philanthropy is deeply imbedded in the culture of Equastone. We are
proud of the dozens of programs and partnerships that have encouraged community involvement. Our employees have responded positively
to this spirit and have given generously of
themselves. They’ve collected food for the hungry, built homes for the poor, while some serve
on boards of organizations that have had a
positive impact on their own lives. We continue
to support our employees by donating to their
specific charities and encouraging them to get
involved.
Q
What advice would you give companies
considering starting a volunteerism or
corporate giving program?
A
Both business and society can to benefit from a corporate giving program if
companies can demonstrate programmatic
effectiveness, fiscal accountability and good
stewardship in their philanthropic contribution. The best advice is to be organized and
involved the entire company, from the executives to the entry-level, recognizing that each
person has a gift to share.
MAY 28, 2007
COMPANYQ&A
Q
A
What is your company’s giving philosophy?
With 18 offices around the world, Morrison
& Foerster thinks globally and acts locally.
Through our Foundation, we support nonprofit
organizations that are recommended by our attorneys or staff members for support. Employees
get very involved, by sponsoring and submitting
hundreds of proposals for assistance to organizations. The Foundation’s board of directors then
unanimously selects grantees. But perhaps more
importantly, the firm’s attorneys and staff generously donate their time, day after day, year after
year. In 2006, the 170 employees in our San Diego
office donated 4,991 hours to various projects.
Q
A
Why does your corporation give?
As a successful business and California’s
largest law firm, Morrison & Foerster’s partners feel it is our obligation to give back to society.
But we don’t give just out of obligation; we enjoy
giving, both our time and money, to meaningful
causes. After Hurricanes Katrina and Rita, the
firm quickly published a Helping Hand guide for
survivors, and distributed it widely in the southeast, even though we have no offices in that part
of the country. Some of our attorneys volunteer to
represent “the little guy” when we see someone
being treated unfairly. The San Diego Volunteer
Lawyer Program recognized the firm as San
Diego Pro Bono Law Firm of the Year in 2003 and
2005.
Q
A
What are your company’s giving areas
and why?
Morrison & Foerster supports programs
in Legal Aid, Arts & Culture, Children
& Youth, Community Development, Education, Health & Science, Housing and Human
Services. Through The Morrison & Foerster
Foundation, the firm is particularly committed
to supporting programs serving disadvantaged
children and youth. Since 2004, The Foundation
has awarded $2 million in special funds to nine
nonprofit projects focused on serving disadvantaged children in some of
the regions where
Morrison & Foerster
the firm has offices.
What type of philanthropy does your
company engage in (cash, in-kind, volunteerism, etc..)?
Q
A
As legal experts, Morrison & Foerster attorneys and staff donate many pro bono hours to
help local people and organizations (in San Diego,
almost 5,000 hours in 2006 alone). Also, The
Morrison & Foerster Foundation distributes cash
donations.
Q
How does the company fund donations
(foundation, donor advised fund, community relations, HR, etc..)?
A
Since its inception more than 20 years ago,
The Morrison & Foerster Foundation
has
been funded by contributions from Morrison &
Foerster partners, who have donated a percentage
of the firm’s annual net income to the Foundation,
and by firm employees and other members of the
community. Over the years, it has donated close to
$20 million to nonprofit organizations at the local
and national levels. In San Diego, The Foundation
donates more than $100,000 each year to local
organizations, including Rady Children’s Hospital
and Voices for Children, among others.
Separately, the firm’s marketing department
has an annual budget for contributions to charitable fund raisers with a business development or
client relations component.
Q
A
Morrison & Foerster encourages employee
involvement in the community by considering only funding requests sponsored by firm
personnel. To encourage financial support of
community organizations by attorneys and staff,
and to strengthen the impact of that support, The
Foundation offers several matching gift programs.
Morrison & Foerster encourages employees to volunteer in activities that enrich the communities
in which we live and work.
Q
What advice would you give companies
considering starting a volunteerism or
corporate giving program?
What is your company’s giving philosophy?
We strongly believe in the importance of community involvement and our Tribal commitment to being a good neighbor and community
partner.
Q
A
Why does your corporation give?
Q
What type of philanthropy does your
company engage in (cash, in-kind, volunteerism, etc.)?
A
We engage in philanthropy at all levels in our
organization, including monetary and in-kind
gifts - depending on the requirements of those
in need. We also encourage our team to make a
difference in our community by participating on
local boards and volunteering.
It is an obligation that we have taken upon
ourselves to help our neighbors and make
San Diego a better place for everyone.
Q
Q
A
A
What are your company’s giving areas
and why?
We give to a diverse array of groups and
organizations - from the arts and education
to health and science. If we can make even the
smallest difference we have been successful in our
efforts.
MAY 28, 2007
Three actions are effective in getting employees involved as volunteers for a cause. First,
give them time off from work to do volunteer
work. Giving employees time off one or two days
a year, or even a half a day now and then, builds
morale, while increasing volunteer hours. Second,
bring opportunities to them. Select a few key
events or organizations to support. Invite suggestions from the staff. Then encourage them to volunteer for that cause doing something specific, at
a designated time. Third, get employees involved
as a group. They enjoy volunteering together, and
the teamwork builds morale.
Also, nothing encourages corporate giving like
matching donation programs. Employees are
motivated to give if they know their gift will be
doubled by the company’s generosity.
Q
A
Describe a major philanthropic success
your company has achieved?
Corazon:
Every June, employees of the San Diego
office of Morrison & Foerster goto Tijuana or
Tecate, Mexico and build a house. Since 2000, 240
employees (including returning volunteers) have
built five houses for young families, and one community center warehouse. In the month before,
the big building day, employees donate half the
money needed for building materials, which The
Foundation matches.
The office collects school supplies each fall,
blankets and warm clothing each winter, and
tools each summer for the Corazon* program,
and has sponsored 20 children with scholarship
money for classes in preschool through high
school.
Secondly, in response to the Southern California wildfires in the fall of 2003, Morrison &
Foerster attorneys and staff quickly worked many,
many volunteer hours to produce the Helping
Handbook for Individuals and Families Affected
by the 2003 Southern California Wildfires.
The firm published similar handbooks after
Hurricanes Katrina and Rita, after 9/11 and after
the disastrous New York flood in 2006.
Sycuan
COMPANYQ&A
Q
A
How does the company involve employees in volunteerism and giving?
A
How does the company fund donations
(foundation, donor advised fund, community relations, HR, etc..)?
Our donation process is handled through our
Community Development office and is then
reviewed accordingly by an Executive Committee.
Q
A
How does the company involve employees in volunteerism and giving?
As a company we have sponsored employee
teams in several walks, matched gifts for a
A Supplement to the San Diego Business Journal
variety of toy and gift drives, and fund a Management Gift Giving ceremony during the holidays.
Q
What advice would you give companies
considering starting a volunteerism or
corporate giving program?
A
Find the right fit for your company and get
involved. Encourage your team to actively
participate, as that is where you receive the
greatest benefit.
Q
A
Describe a major philanthropic success
your company has achieved?
For the past five years, our relationship with
the San Diego Symphony has been very successful from both a philanthropic and a marketing
perspective. The Symphony Summer Pops continues
to grow in popularity and attendance, offering San
Diego an entertainment experience like no other.
CORPORATEPHILANTHROPY 27
QUALCOMM Inc.
COMPANYQ&A
Q
A
What is your company’s giving philosophy?
QUALCOMM Incorporated was built on a
commitment to bettering the societies in
which we work and live. Our belief is that building strong shareholder value requires more than
making a profit – it requires making a contribution. This is the cornerstone of being a responsible corporate citizen in today’s world, and it is
essential to what we do at QUALCOMM.
Q
A
Why does your corporation give?
QUALCOMM’s spirit of innovation is at the
heart of our commitment to corporate citizenship. Our creativity, talent and technology are
strong tools that energize and empower our global
communities.
At QUALCOMM, we’re not only committed to being good corporate citizens, but also good neighbors
in the communities we call home. We contribute collectively as a corporation, and we participate in ways
that touch people’s lives on a personal level.
Q
A
What are your company’s giving areas
and why?
Every year, QUALCOMM aims to donate 1
percent of the company’s pre-tax profits to
community causes, with a focus on programs that
promote education, health & human services and
culture & the arts. QUALCOMM’s giving and
volunteerism programs are based on respect for
COMPANYQ&A
community organizations, cooperative leadership
development and philanthropic creativity.
Q
What type of philanthropy does your
company engage in (cash, in-kind, volunteerism, etc.)?
A
QUALCOMM strives to build strong relationships with our community partners. We look
for ways where we can make measurable change,
and bring our breadth of resources -- human,
financial and technical -- to the service of these
projects.
Q
How does the company fund donations
(foundation, donor advised fund, community relations, HR, etc..)?
A
In the United States, QUALCOMM provides
cash donations directly to IRS recognized
nonprofit organizations. Outside the United
States, QUALCOMM provides donations via the
company’s donor-advised fund with Charities Aid
Foundation America.
QUALCOMM’s corporate giving committee, a
group of employees representing various areas
of the corporation, makes all charitable funding
decisions with input from our employees engaged
in community and philanthropic endeavors. The
corporate giving and volunteerism staff works
within the Human Resources department.
Q
How does the company involve employees in volunteerism and giving?
What is your company’s giving philosophy?
Michael Crews, president, founder and CEO,
believes that when one has been given much,
much needs to be given.
Q
A
Q
What type of philanthropy does your
company engage in (cash, in-kind, volunteerism, etc.)?
A
Michael Crews Development primarily offers
monetary donations. It also donates large quantities of bottled water and company volunteers.
Why does your corporation give?
Michael Crews Development knows that
many organizations and events would not be
possible without support from community businesses, and that often people just need a little bit
of assistance to get their feet on the ground. Mr.
Crews is a strong-willed, community involved
citizen who believes in giving to help others grow
and succeed. He has worked hard his whole life
and has been enriched through his successes. As a
kind and caring role model, Mr. Crews has chosen
to share his wealth whenever possible.
What are your company’s giving areas
and why?
Michael Crews Development gives to people in
need for day-to-day survival. Families, individuals, youth groups and charities are among such
recipients. Patients with cancer or other medical
illnesses, families who through no fault of their own
are short on rent and may end up homeless, elderly
citizens who need much needed surgeries to live,
poverty-stricken children who need shoes for school,
etc.. The company also gives to any community service that benefits people in need. Another important
area of giving for Michael Crews Development is
community development including, schools, churches and historical foundations.
28 CORPORATEPHILANTHROPY
QUALCOMM’s corporate volunteerism
program, QUALCOMM Cares, encourages
employee involvement in the community and is
our way of connecting our diverse employee base
to local volunteer opportunities.
From walk-a-thons to holiday drives, QUALCOMM Cares creates many opportunities for its
employees, friends and families to participate in
charitable events. Our employees’ efforts serve a
wide range of needs, from helping people with disabilities and improving the environment, to feeding
and clothing the homeless and caring for animals.
QUALCOMM Cares organizes volunteer teambuilding projects as special opportunities for internal
departments to foster teamwork and celebrate accomplishments, while simultaneously contributing
to the improvement of our communities.
Q
A
Describe a major philanthropic success
your company has achieved?
San Diego Police Foundation:
A $1 million-dollar gift, the largest single
donation ever received by the San Diego Police
Foundation, allowed the Police Department to put
state-of-the-art handheld communication devices
and geographic-based location capabilities to
work for the officers and dispatchers.
The upgraded equipment served to enhance
police patrol communications and improve dispatch
and response times. It helped the police department
implement advanced global tracking applications
and position the department as an industry leader
in patrol communications and broadband applications.
Michael Crews Development
Q
A
Q
A
A
Q
How does the company fund donations
(foundation, donor advised fund, community relations, HR, etc..)?
A
Donations through the H.O.M.E. charity
(Helping Others More Efficiently) are raised
through an annual country music concert. Michael Crews Development matches the amount
raised each year and a five-person advisory board
decides allocation recipients and amounts. Other
donations are made directly from Michael Crews
based on his wishes, as well as community relation and HR recommendations.
Q
A
How does the company involve employees in volunteerism and giving?
The company encourages employees to
participate in various community events by
allowing paid time off from work for things such
as set-up at the annual Valley Center July 4th
Picnic and Fireworks Celebration and the annual
HOME fund-raising concert. During weekly meetings, employees are also informed of important
events to consider participating in.
Q
What advice would you give companies
considering starting a volunteerism or
corporate giving program?
A Supplement to the San Diego Business Journal
A
Just do it. The rewards reaped from implementing any type of philanthropic program far exceed any stressors or complications
you may come across when starting up such a
program. Start small and allow your program
to grow as your pool of charitable funds grows.
Find a program similar to one you would like to
instill and structure yours accordingly. Always
remember there are a lot of people out there
willing to help you out and make your program
a success.
Q
A
Describe a major philanthropic success
your company has achieved?
Michael Crews Development’s biggest success is the H.O.M.E. charity (Helping Others More Efficiently). Michael Crews Development gets numerous solicitations for donations,
and the owners wanted to know their donations
were going to the right causes. So in 1999, Michael and Kelly Crews started their own charity
with a five-member board of directors so they
could decide exactly where to donate funds.
H.O.M.E. gives money to hardworking families
and individuals who are struggling through a
crisis, who through no fault of their own are not
eligible for governmental aid. There are certain people who fall through the cracks – they
have worked hard their whole life yet when
faced with adversity such as medical illness,
they are not eligible for certain programs. Since
1999, more than $400,000 has been raised from
the H.O.M.E. charity benefit concerts, and the
charity has helped thousands of people in need
(www.helpingothers.org).
MAY 28, 2007
COMPANYQ&A
AT&T
Q
A
What is your company’s giving philosophy?
The AT&T Foundation provides
grants to organizations and
programs that address quality-of-life
issues, with an emphasis on improving education, advancing community
development, addressing vital community needs and enhancing unique
cultural assets. Implicit within the
foundation focus are efforts that
advance opportunities for diverse
populations. The AT&T Foundation
funds programs designed to:
xEnhance education by integrating new technologies and increasing
learning opportunities.
xImprove economic development
through technology and local initiatives.
xProvide vital assistance to key
community-based organizations.
xSupport cultural institutions that
make a community unique.
xAdvance the goals and meet the
needs of diverse populations.
Q
A
Why does your corporation
give?
Our goal is simple: To help the
places where we live and work
become as strong and vibrant as
they can be. As the premier communications company in America,
AT&T is working harder than ever
to be a good neighbor. We remain
committed to the people and communities we serve, and we work hard to
bring our socially responsible values
to life every day through our products, services and conduct.
Q
A
What are your company’s
giving areas and why?
Education
The AT&T Foundation invests
in educational programs that are
enhanced by technology and that
teach the necessary skills in order to
succeed in an ever-expanding global
economy.
Health & Human Services
The AT&T Foundation supports
initiatives that use telemedicine/
telehealth to reach underserved and
hard-to-serve populations, increase
access to service delivery and address community health and human
services issues. This program area
complements our corporate contributions to local United Way organizations.
Community Development
The AT&T Foundation supports initiatives that advance a community’s
economic development and benefit
its community-based organizations, as well as its citizens through
increased technology access and
expanded local opportunities.
Arts & Culture
The AT&T Foundation works to enhance the cultural assets and institutions that give the places we live
and work their distinct character.
MAY 28, 2007
Diversity
The AT&T Foundation promotes
efforts to cultivate diversity and
inclusion in the community through
initiatives that focus on advancing
opportunities for diverse populations.
Q
What type of philanthropy
does your company engage
in (cash, in-kind, volunteerism,
etc.)?
A
Q
Cash, volunteerism.
How does the company
fund donations (foundation,
donor advised fund, community
relations, HR, etc..)?
A
Q
Foundation grants and corporate contributions.
How does the company
involve employees in volunteerism and giving?
A
Nearly 350,000 AT&T employees and retirees serve their
communities as AT&T Pioneers, the
nation’s largest company-sponsored
volunteer organization. In 2006,
AT&T Pioneers donated more than
14.3 million hours of personal time
to community outreach activities
— more than $257 million worth of
volunteer time.
Q
What advice would you
give companies considering starting a volunteerism or
corporate giving program?
A
The AT&T Foundation recommends companies work closely
with local leaders to identify community needs, and the best ways to
address them. Look for creative solutions to solve problems, and work
with proven nonprofit partners that
can affect change in diverse communities.
Q
Describe a major philanthropic success your company has achieved?
Philanthropy Defines
San Diego
In my years in San Diego, I have been involved with countless nonprofit organizations. By serving on boards, chairing
fund-raisers, serving on committees and conducting site visits
at a large number of organizations, I have found the needs are
great and the dollars are in huge demand.
There are thousands of nonprofits in San Diego County,
and many of the organizations have up to
10 fund-raisers a year. Donors expect accountability and transparency; they want to
be certain their dollars are going directly to
programs and services. They not only want
to see financial statements, but they should
see them.
When donors look to make a contribution, they are not just handing over a check,
JOYCE GLAZER they are prepared with questions and they
Joyce Glazer is
expect answers. They hold the organization
a local philanaccountable for their money and they expect
thropist and a
to see the benefits of their donation. When I
contributor to the
solicit funds for a project or an organization,
San Diego Business Journal’s
it is something that I think will make a difGiving and
ference and I am passionate about it. I try to
Kudos column.
anticipate those questions and be prepared
with answers.
Philanthropy has been a way of life for me and my family. I was once asked, “what was my introduction to giving.” I
answered, “I don’t remember living without giving back.” As a
child, our family was taught that giving to our church was every bit as important as buying groceries. I have always known
that no matter how little I had, there was always someone who
had less. I feel blessed that I have been able to be the giver and
not the receiver. But the truth is I feel I get much more back
than what I give, be it hours worked or dollars contributed.
There are many ways to give. The old adage of “time, talent
and treasure” has proven to be true over and over again.
Charity has never been more important, and giving is serious business. Due to heightened scrutiny by media and government, organizations are held accountable for the use of
funds. Those who do the best job will reap the benefits of more
dollars.
I often wonder what would happen to our community if volunteers stopped working and nonprofits stopped providing services,
employing people and spending millions of dollars in the community to benefit the local economy. My sense is this would not be a
very desirable community to live, work or play.
San Diego is blessed with many generous people who are
willing to share their wealth for a myriad of good causes. Because there are only a few Fortune 500 companies based in
San Diego, more of the burden falls to individuals. But indviduals cannot do it all. We need company support, too. Statistically 84 percent of Americans’ private giving comes from
individual citizens. We should all do our part and give when,
where and what we can. Give more and expect less!
A
In 2006, AT&T and the AT&T
Foundation jointly introduced
AT&T AccessAll, the company’s $100
million signature giving initiative.
The AT&T AccessAll program – a
three-year commitment – delivers
technology access to low-income
families and underserved communities across the country. The largest AT&T AccessAll initiative is a
collaboration with One Economy,
Habitat for Humanity affiliates and
other low-income housing providers to deliver technology packages,
including Internet access to 50,000
low-income families. This is the
nation’s largest-ever commitment to
providing in-home technology access.
A Supplement to the San Diego Business Journal
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stay informed — especially about
your market and your competition.
Every week, the San Diego Business
Journal includes award-winning
news, timely features and in-depth
information on area industries.
If you’re in business in San Diego,
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*Current subscribers are not eligible.
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CORPORATEPHILANTHROPY 29
Gen-Probe
COMPANYQ&A
Q
A
What is your company’s giving philosophy?
Gen-Probe’s community relations goals are
to provide financial support to local nonprofit
organizations working to improve education,
health care and the economy; to build multi-faceted partnerships with select nonprofit groups
in these areas; and to leverage the talents and
resources of Gen-Probe employees in the local
community.
Q
A
Why does your corporation give?
eas of current or potential corporate interest, such
as infectious diseases, blood screening or oncology.
xLocal economic development.
Q
What type of philanthropy does your
company engage in (cash, in-kind, volunteerism, etc.)?
A
Gen-Probe primarily provides cash contributions, and also promotes employee volunteer-
ism.
Q
How does the company fund donations
(foundation, donor advised fund, community relations, HR, etc..)?
In short, Gen-Probe gives because it’s the
right thing to do. As a leading employer in
San Diego, the company believes it has an obligation to support the local community, at the same
time as it works to meet the needs of customers,
employees and investors.
Gen-Probe primarily provides corporate
funds, which are administered by an internal
community relations committee that includes
employees from the company’s major functional
areas.
Q
A
Q
A
What are your company’s giving areas
and why?
As a global leader in molecular diagnostics,
Gen-Probe supports local nonprofit organizations that work to improve:
xScience, math and engineering education.
xScientific research or health care services in ar-
A
How does the company involve employees in volunteerism and giving?
Teams of Gen-Probe employees participate in organized events such as tutoring
at the Preuss School UCSD, the American
Cancer Society’s Relay for Life and the UCSD
Cancer Center’s Longboard Luau. In addition,
Silvergate Bank is proud to congratulate
KIPP Adelante on receiving the prestigious…
“Title 1 Distinguished
Schools Award”
. . . becoming a national model
of excellence in education and
ranking top among over 5,900
other Title 1
schools in California.
the company provides financial support to employees who volunteer with nonprofit groups,
and publicizes community relations opportunities internally.
Q
What advice would you give companies
considering starting a volunteerism or
corporate giving program?
A
Q
A
It’s important to define targeted areas of support carefully and specifically.
Describe a major philanthropic success
your company has achieved?
Gen-Probe has formed a long-term partnership with the Preuss School UCSD, a
public middle and high school for motivated,
low-income students who will become the first
in their families to graduate from college.
Through this partnership, the company funds
the “Gen-Probe Saturday Science Enrichment
Academy,” in which employees mentor at-risk
middle school students. Gen-Probe employees
also help high school students develop their
science fair projects, and host students and
parents at the corporate headquarters for an
annual career fair.
Thank You
SDMA Corporate Partners
Absolut Vodka
AIG Private
Client Group
Alden Design, Inc.
American Society for
Cell Biology
Azucar
The Art of
Photography Show
Bank of America
Foundation
Christie’s
Citigroup Foundation
Classic Party Rentals
The Cohn
Restaurant Group
College Board
Congress of
Neurological Surgeons
Crown Point Catering
The Copley Press
Cubic Corporation
Design Within Reach
Destination
Concepts, Inc.
DLA Piper
Einstein Bros
Festivities Catering
& Special Events
FIJI Water
FM 94/9
The Fraser Group
Green Fresh Florals
G.S. Levine Insurance
Services, Inc.
KSDS Jazz 88.3
Public Radio
KUSI News
KyXy 96.5
Laurel Bay
LPL Financial Services
Malcolm Pirnie, Inc.
The Marine Room
The McGraw-Hill
Companies
Morgan Stanley
Mosaic Catering
Neyenesch Printers, Inc.
The Nissan Foundation
Nordstrom
North Central College
Northern Trust Bank
Omni San Diego Hotel
Peartrees Catering, Inc.
Peroni
Pillsbury Winthrop
Shaw Pittman LLP
QUALCOMM
Incorporated
Raymert Press, Inc.
RBC Dain Rauscher
ResMed
Salt & Associates
San Diego Home/
Garden Lifestyles
San Diego Magazine
Sempra Energy
Smith Shade
Star 94.1
Sunset Valet
TBA Global Events, LLC
Temecula Associates
Terra Restaurant
& Catering
Tiffany & Co.
Two Jinn, Inc.
Unisyn Voting Solutions
The W Hotel
Washington
Mutual Bank
Waters Fine Catering
WD-40 Company
Wells Fargo Bank
The Westgate Hotel
Tetsuo Ochikubo, Untitled (detail), lithograph, 1961. Gift of the Gleich Foundation, 1962:87.
www.silvergatebank.com
www.kippadelante.org
SAN DIEGO MUSEUM OF ART
1450 EL PRADO • BALBOA PARK • WWW.SDMART.ORG • 619 232-7931
30 CORPORATEPHILANTHROPY
A Supplement to the San Diego Business Journal
MAY 28, 2007
CORPORATE PHILANTHROPY
Corporate Philanthropy Means More than Giving Money
Submitted by Torrey Pines Bank
When Eric Northbrook broke his back in early 2006 on a dirt bike trip with other real estate
colleagues, his life instantly changed. For some
people, a spinal chord injury such as Eric’s, would
be life altering forever, but for Eric, he is still the
same man he was before the accident.
Today, 15 months after the accident, Eric has
returned to his usual activities — a 50-hour workweek, skiing, snowmobiling and he recently started golfing again.
Daily life is demanding for an individual with
a spinal chord injury. Eric, still in a wheelchair, is
fighting to spread awareness and financial support
for others in his situation.
Through Eric’s foundation, which was established with his business partner, Steve Rosetta,
the HeadNorth Foundation (www.headnorth.org)
has given Eric a chance to reach out to people who
have suffered from spinal chord injuries with a
very simple goal: help 3 to 5 people every year.
With the support of business acquaintances,
family, friends and corporate partners, including
Torrey Pines Bank, Eric has been able to achieve
more without compromising the core values upon
which the HeadNorth Foundation is built — personal relationships.
“The bank has been more than a bank — more
than a place for me to conduct my banking business … they’ve been a supporter of HeadNorth in
other ways,” Eric said.
MAY 28, 2007
With a highly anticipated fund-raiser coming
up this spring, Tim Himstreet, Eric’s relationship
manager, will be found at the event in full support
of not only the program, but Eric, too.
“Our philosophy at Torrey Pines Bank is build
strong relationships and help people successfully
manage their banking needs, but you can’t build a
strong relationship by knowing only half the story,”
said Tim Himstreet, senior vice president and regional market manager for the bank’s Golden Triangle office. “My goal is also helping people achieve
their personal aspirations. I take an active interest
in other people’s lives because everything I do is
about building strong relationships.”
Eric required this kind of personal connection
and did not want to be just another account holder
to his bank — he wanted to remain Eric Northbrook. “I’ve learned that banking is a relationship
business. The business of life is about relationships.”
The business and personal relationships that
Eric and Tim have developed during the years is
nurtured through unparalleled person service but
the bank’s special banking program for 501(c) nonprofit organizations illustrates its commitment to
truly understanding the business needs within the
nonprofit community.
Torrey Pines Bank offers an ADD-CASH contribution between 25 to 50 basis points for nonprofit
organizations based on the average balance of their
A Supplement to the San Diego Business Journal
deposit accounts.
“That’s a nice thing, certainly unexpected,” Eric
said.
The services don’t stop there. With a full selection of deposit and loan options, safe deposit boxes
and courier service, banking becomes a breeze—
the HeadNorth Foundation can focus its efforts on
more important things, such as helping a paraplegic buy a new wheelchair.
As Eric discovered, Torrey Pines Bank is reaching out to the community with a strong conviction.
Every month, a new local nonprofit organization is
discovering the same through the Base Hit Bonus
program.
Torrey Pines Bank has teamed up with Padres First Baseman Adrian Gonzalez, to donate
cash to a local charity for every hit Gonzalez makes
in the 2007 season — from $25 for every single
all the way up to $500 for every grand slam!
Anyone can nominate a local charity for the Base
Hit Bonus funding at www.torreypinesbank.com.
“There’s an opportunity for people to make a
difference in a lot of lives,” Eric said. If the HeadNorth Foundation is any indication, Torrey Pines
Bank has definitely stepped up to the plate.
An advertorial submitted by Torrey Pines Bank.
For more information, please contact Tim Himstreet,
senior vice president at Torrey Pines Bank, (858) 5234655 or e-mail [email protected].
CORPORATEPHILANTHROPY 31
CORPORATE PHILANTHROPY
A Cause with Paws
By Kelsey Angus
Today, successful businesses encompass more than just making profits. They are about making a difference.
Even the smallest companies and
the busiest people can make a big difference in the community through
corporate giving. Too often, this term
represents large contributions from
companies that mean nothing to
their employees. The goal of corporate giving should not only be beneficial to the community the company
serves, it should also be representa-
tive of causes that are appealing to
its employees. Companies can promote teambuilding and motivation
by choosing a common cause that is
important to many people across the
organization. Oftentimes, this commonality lays right at people’s feet—
their pets.
As a nonprofit organization that
receives no public funding, the San
Diego Humane Society and SPCA
has supported pets and people in the
San Diego community for more than
125 years. The organization depends
on the generous and faithful gifts of
time and money from the community
to provide for the animals left in their
care, support community programs,
help fight animal abuse and neglect
and further other mission-related activities. These gifts include corporate
giving programs.
The advantage of corporate giving is that it allows a company to
connect with its employees through
causes that are important to them.
Supporting the San Diego Humane
Society is a great way to connect with
J8E;@<>FJPDG?FEP:FIGFI8K<?FEFIIFCC
San Diego Symphony would like to thank our corporate partners for their
participation in supporting our vision for the future success of the Symphony.
PLATINUM SPONSOR
DIAMOND SPONSOR
GOLD SPONSOR
SILVER SPONSOR
($50,000 or more)
($25,000-$49,999)
($10,000-$24,999)
($5,000-$9,999)
CORPORATE IN-KIND
CONTRIBUTORS:
Tiffany & Co.
SoleLuna Cafe
Night Owl Florist
Sheraton Suites San Diego at
Symphony Hall
Le Cake Chateau
TierraNet
Acqua AL2
CORPORATE OUTREACH TICKETING PROGRAM
The San Diego Symphony announces the new Qualcomm Community Outreach Ticketing Program.
To find out if your nonprofit organization qualifies for complimentary San Diego Symphony tickets,
please call 619-236-5410 for more information.
Special thanks go to our participating corporations for their generous support and donations:
The following series will be included in this ticketing program: MASTERWORKS - our traditional, core
classical programming; WINTER POPS - a lighter, more pop-oriented fare; LIGHT BULB DISCOVERY SERIES a multimedia, interactive performance designed to introduce listeners to classical programming;
FAMILY FESTIVAL SERIES - a family-friendly series, designed to entertain young and old alike.
The following nonprofit organizations are currently benefiting from this unique program:
Access Center of San Diego
Armed Services YMCA
Carlsbad Strings
Child Abuse Prevention Foundation
Council of Philippine American
Organizations of San Diego
CRASH - Golden Hill House
CRASH - Short Term 1
Easter Seals
Elementary Institute of Science
EvenStart
Family Health Centers of San Diego
Girl Scouts San Diego Imperial Council
32 CORPORATEPHILANTHROPY
High Tech High
Home Start, Inc.
Hostelling Int’l USA
Jewish Family Services
Job Corps of San Diego
KIPP Adelante Preparatory Academy
Memorial Academy
Monarch School
Nice Guys Inc
Outdoor Outreach
Partnerships With Industry
Preuss School of La Jolla
Salvation Army
San Diego American Indian
Health Center
San Diego Family Care
San Diego Hospice & Palliative Care
San Diego Jewish Academy
San Diego Public Library
San Diego Regional Center
San Diego Rescue Mission
San Diego State University
San Diego Youth Symphony
Senior Community Center of San Diego
Shoal Creek Elementary School
Educational Foundation
STAR/PALS
Suzuki Music Association of California
Union of Pan Asian Communities
University of San Diego
Urban Corps of San Diego
USO of San Diego
West Hills High School
Women’s American ORT
YMCA Youth & Family Services
YWCA
A Supplement to the San Diego Business Journal
Volunteer donates time and love at a San
Diego Humane Society event.
staff because companion animals are
something to which many people can
relate. Whether they had a pet in
their childhood or have one now; who
can resist the sweet face of a loving
dog, playful kitten, chirping bird, an
adorable small and fuzzy or an exotic
reptile?
According to a 1999 Trend Report,
87 percent of employees at companies
with philanthropic programs feel a
stronger sense of loyalty to their employer. Furthermore, the organization
gains a competitive advantage in attracting and retaining employees, increases leadership and development
opportunities for employees and improves internal communication and
common purpose.
Not only do pets form a common
bond between employees in an organization, helping the San Diego Humane Society can also help a company connect with its customers. In that
same report, 76 percent of consumers
indicate they would switch brands
or retailers to one associated with a
good cause, when price and quality
are equal. The report also found that
external benefits of corporate philanthropy included improved customer
loyalty, enhanced reputation and
standing in the community, and new
and enhanced relationships with key
community leaders and officials.
There are many ways for a company to become involved with corporate giving.
The key is to find what works best
for that particular organization. By
working with the San Diego Humane
Society to set up a program, companies
can also connect and team build with
their employees on a variety of different
levels, such as group events, fund raisers, volunteer opportunities and more.
An advertorial submitted by the San
Diego Humane Society. Kelsey Angus is
the public relations coordinator for the
San Diego Humane Society. To learn
more about setting up a corporate giving
program with the San Diego Humane
Society and SPCA, please call (619) 2433410 or visit www.sdhumane.org.
MAY 28, 2007
CORPORATE PHILANTHROPY
Loyalty to San Diego’s Education Community is Hallmark of
Credit Union’s Support
By Michelle Brega
Forty-five years ago a group of educators came
together to form the Public Schools Federal Credit
Union, a not-for-profit, cooperative financial institution chartered to serve San Diego’s certified and
classified school personnel.
Its first office was housed at the San Diego
County Board of Education, and one of the perks
of membership was that loan payments were not
required when school was out during summer
months.
While its name later changed to Mission Federal,
and membership is now open to all San Diegans,
the credit union’s commitment to local education
is unwavering. School districts, students, teachers,
administrators and volunteers throughout San Diego County have been the beneficiaries of Mission
Federal’s loyalty to its roots. The $2 billion financial
institution recently opened the doors to the Mission
Federal Credit Union Community Foundation, institutionalizing their commitment to providing philanthropic support to the community.
“Supporting education is in our DNA,” said Ron
Martin, CEO of Mission Federal Credit Union. “We
would not exist if not for the local schools.”
In addition to philanthropic contributions, the
credit union continues to provide the education
community with the products and services it requires, such as lower rates on loans, higher rates
on savings, an extensive countywide branch network, ten-pay and a summer saver account.
The full-service financial institution’s support is
broad and diverse, touching all corners of San Diego County learning network, bolstering academic
achievement and enhancing the learning environment. The credit union encourages the aspirations
of the half million students in San Diego’s K-12
classrooms through its philanthropic support of
the San Diego County Office of Education, school
districts and hundreds of nonprofits dedicated to
youth. Mission Federal also actively supports local
colleges and universities.
The credit union personalized its commitment
to education when employees and members opened
their hearts and wallets for the 2006 Mission Federal Credit Union Memory Walk benefiting the Alzheimer’s Association. The credit union was the title sponsor of the event to honor Dr. Len Servetter,
former superintendent of Chula Vista Elementary
School District and former Mission Federal board
member, who is now afflicted with the devastating
disease.
For more than a decade, Mission Federal Credit
Union has made a commitment to supporting financial literacy in area schools, teaching the basics of personal finance to young adults.
“We can augment the classroom learning expe-
rience by providing financial education programs.
While students are prepared for the academic rigors of college, they may need additional assistance
in life 101,” Martin said. “That’s where we have
stepped up to meet the need.”
Mission Federal has also made its financial education curriculum, “Personal Finance 101,” available at www.missionfcu.org.
Martin is personally involved in local education.
He serves on several education-related boards, including the Classroom of the Future Foundation,
which connects public education with business to
encourage innovation.
“San Diego’s business community cannot
thrive without strong schools and high-performing students,” he said. “Businesses must partner
with schools, leveraging our resources – whether
it’s dollars, volunteer time or maximizing our
network – for the benefit of the students and for
those who serve as the foundation of our learning
system.”
An advertorial submitted by Mission Federal
Credit Union. Michelle Brega is the community relations manager for Mission Federal Credit Union. For
more information, please call (800) 500 6328 or visit
www.missionfcu.org.
Life’s most persistent and urgent question is:
What are you doing for others?
—Dr. Martin Luther King Jr.
Cox Communications and its employees are
committed to the San Diego community.
619-262-1122 760-599-6060
www.coxsandiego.com
©2007 Cox Communications, Inc. All rights reserved.
MAY 28, 2007
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 33
CORPORATE PHILANTHROPY
Working Toward Long-Term Solutions for the Crisis of the
Medically Uninsured
By Diane Strum
The mission of Kaiser Permanente is to improve
and maintain the health of its members by providing accessible, affordable, comprehensive, highquality health care. Kaiser Permanente’s philosophy about the uninsured is similar.
Providing hospital services to the medically
uninsured is important, but helping them avoid
the need for hospital services in the first place is
even more valuable. That is why Kaiser Permanente subsidized coverage programs for uninsured
families and children, health education efforts,
clinical research and financial support of nonprofit
community health centers, as well as population
based health care programs are vital. Preventive
and routine outpatient care is primary to reducing
the need for hospitalizations.
Kaiser Permanente believes that the key to ultimately solving California’s indigent care problem
is expanding health coverage to all. Kaiser Permanente has been working diligently in San Diego
County, Sacramento and Washington, D. C., and
joining with other interest groups and stakeholders in collaborative efforts to develop and support
legislative action as well as to design programs
to address the uninsured crisis. It believes the issue of health care for the uninsured is everyone’s
problem. To the extent that a financing solution
involves the health care industry, Kaiser Permanente provides substantial financial resources to
carry its fair share, while more far-reaching solutions are being sought.
Kaiser Permanente is a unique not-for-profit,
integrated group practice health plan that owns
and operates its own hospitals and clinics, and contracts exclusively with the Permanente Medical
Group to provide care to its health plan members.
In light of its unique model, Kaiser Permanente
makes community contributions that are both similar to, as well as distinct from those provided by
other health systems, insurers and managed care
organizations.
Efforts that are similar to those provided by
most hospitals include the following:
Emergency and charity care. Kaiser Foundation Hospital provides emergency care 24/7 to
anyone with life threatening conditions, whether
they are members or not, and regardless of their
ability to pay. It also provides outpatient medical
treatment and offer a financial assistance program
to families and individuals who are unable to pay
for their medical care.
Medi-Cal. Kaiser Permanente contracts with
the State Department of Health Services to provide comprehensive in-patient and outpatient services for our Medi-Cal members, on a prepaid, as
well as a fee-for-service basis.
Healthy Families. Kaiser Permanente contracts with the State to provide comprehensive
in-patient and outpatient health care services to
children under the age 19 of low- and moderateincome, eligible families.
Major Risk Medical Insurance Program
(MRMIP). MRMIP provides limited insurance for
those who are not eligible for individual coverage
because of pre-existing conditions or excessively
high medical bills.
Kaiser Permanente also makes substantial contributions to the care of the uninsured in ways that
are distinct from other hospitals and health systems.
The Steps Plan is designed to provide medical
coverage at a reduced cost to individuals who are
financially needy and not eligible for subsidized
coverage through other private or public programs
such as Medi-Cal, Healthy Families or Medicare. It
is offered at graduated or “stepped” percentages of
the Individual Health Plan monthly premium, and
is designed to transition individuals and families
with no health insurance from a subsidized plan
to full, unsubsidized health care coverage over a
period of one to four years.
The Breast Cancer Early Detection and Treatment Program is a collaborative public/private effort that provides comprehensive, free treatment
for uninsured women diagnosed with breast cancer. Kaiser Permanente was the first health care
system in the county to offer the treatment aspect
of the program. To date, more than 115 women
have received breast cancer treatment at Kaiser
Permanente in San Diego.
Not-for-profit hospitals must provide community benefits in the public’s interest as a condition
of their special tax status. Kaiser Permanente continues to play an active role, both financially and
in human resources, in a countywide coalition of
health systems, Community Health Improvement
Partners, which addresses unmet health needs of
vulnerable and at risk populations and to improve
access to care for uninsured.
Kaiser Permanente also contributes to communities through its health education theater programs, medical research, health education classes,
surplus equipment donation programs, partnerships with local government to meet community
needs, as well as staff and physician volunteer work
in the community. A major commitment to community health is in the form of financial grants. In
the past year alone, Kaiser Permanente San Diego
awarded community grants totaling $1.97 million
to local health and human service organizations.
Kaiser Permanente is proud of its active involvement in the development of significant public policy relating to the financing and delivery of
health care. At local, state and national levels, Kaiser Permanente has offered public policy makers
its expertise in many areas, from delivery of care
to technical consulting.
These grants, activities and collaborations are not
new for Kaiser Permanente — community benefit is
integral to its mission. As its health plan has grown
over the past 60 years, Kaiser Permanente has increased these contributions, and plan to continue to
do so as long as it takes, as a community and a nation, to end the crisis of the medically uninsured.
An advertorial submitted by Kaiser Permanente.
Diane Strum is the director of community relations for Kaiser Permanente. For more information,
please visit www.kp.org.
Credit Union Membership Has its Rewards
By Mike Maslak
There are many things that make credit unions
differnt from other financial service providers. One
of these differences is the commitment to assist
members with their financial well-being beyond
simply offering low fees and great rates.
Credit unions are not-for-profit financial cooperatives, owned by the people who save and borrow
there. Every member has the right to vote on policies and for members of their credit union board.
The majority of credit union boards are made up of
volunteer members.
Unlike most other financial institutions, credit
unions do not issue stock or pay dividends to outside stockholders. Instead, earnings are returned
to members in the form of lower loan rates, higher
interest on deposits and lower fees.
In 2007, members of North Island Credit Union
can expect even more giveaways, incentives, rewards and sweepstakes. As part of the 12-month
Island Rewards program, “The Island” is offering
34 CORPORATEPHILANTHROPY
its members the chance to win a 2007 Toyota Prius
or 2007 Honda Civic Hybrid car — giving one car
away each month — in its Car-a-Month sweepstakes. Another Island advantage, the winning
members will get great gas mileage, while being
kind to the environment.
Along with a new car, members are eligible for
gas cards for referring new members, a trip to Cabo
San Lucas, and for the kids in the family, the opportunity to throw out the opening pitch at a Padres
game or be a Chargers Kickoff Kid at a 2007 game.
Also included in the Island Rewards book are special member offers on auto loans, certificates, online
banking, free financial analyst services, free online
bill payment and free checks. And if that weren’t
enough, every member will get a coupon for a free
28-by-11 inch poster of the newly upgraded Island
Paradise custom artwork for North Island Credit
Union by artist David Schweitzer.
“The Island Rewards Program is yet another benA Supplement to the San Diego Business Journal
efit of credit union membership,” said Mike Maslak,
North Island Credit Union president and CEO. “It
is also a reflection of the credit union difference and
our commitment, as an industry, to add innovative
perks to our products and services. As a nonprofit
financial institution, we return our earnings to our
members as Island Rewards as well as competitive
pricing. With Island Rewards, members can enjoy
the credit union difference all year long.”
North Island Credit Union has branches in
Carlsbad, Clairemont Square, Chula Vista, downtown San Diego, El Cajon, Imperial Beach, Kearny
Mesa, La Mesa, Mira Mesa, NAS North Island, Santee, Scripps Poway, South Bay, Temecula and Vista.
An advertorial submitted by North Island Credit
Union. Mike Maslak is the chief executive officer for
North Island Credit Union. For more information,
please call (800) 848-5654 or visit www.myisland.
com.
MAY 28, 2007
CORPORATE PHILANTHROPY
College Preparatory School Becoming
National Model of Excellence
By Kelly Wright
San Diego’s KIPP Adelante Preparatory Academy (KIPP Adelante)
was honored with the “Title 1 Distinguished Schools Recognition
Award” in January, becoming a national model of excellence in education and ranking top among more
than 5,900 other Title 1 schools in
California.
KIPP Adelante is a free, open enrollment, college-preparatory public
school located on Sixth and Beech in
Downtown San Diego. A member of
the KIPP (Knowledge is Power Program) charter school network, the
mission of KIPP Adelante is simple,
yet powerful, “KIPP Adelante will develop in our students the academic
skills, intellectual habits and character traits necessary to succeed in
high school, college and the competitive world beyond. Strengthened by
these skills, habits and qualities, the
students of KIPP Adelante will prioritize the goal of a college education
in achieving personal success.”
The mission of KIPP Adelante is
not easily accomplished; the students
of KIPP Adelante learn that there are
no shortcuts to realize these goals.
KIPP Adelante is based upon the
founding principles of the Knowledge
is Power Program:
1) High expectations for students,
teachers and parents.
2) Choice and commitment to
excellence and maintaining a rich
learning community.
3) More time on task accomplished through an extended school
day and school year.
4) The power to lead a dynamic,
autonomous public charter school
granted to the school leader.
5) An unrelenting focus on results.
An advertorial submitted by Silvergate Bank. Kelly Wright is the
principal of KIPP Adelante School.
For more information, please visit
www.kippadelante.org.
Local
Restaurant
Practices
CommunityBased
Giving to
Benefit
San Diego
By Brian Horne
When it comes to philanthropy,
San Diego-based Pat & Oscar’s
Restaurants has found communitybased programs to be the most successful. Since its founding 15 years
ago, this regional favorite has used
programs primarily at the individual restaurant level to support groups
and causes in need.
“Our restaurants and their team
members are part of the communities they serve,” said John Wright,
chairman and CEO of Pat & Oscar’s.
“We use programs such as school
fund-raising efforts, in-kind gifts of
food and services and team member support at events to connect our
company to the community.”
Pat & Oscar’s recently opened its
newest restaurant in San Marcos
and the EastLake location will open
later this summer, both serving local
schools and groups through various
fund-raising programs.
An advertorial submitted by Pat &
Oscar’s. Pat & Oscar’s has locations
throughout Southern California. Brian Horne is the director of marketing
for Pat & Oscar’s. For more information, please visit www.patandoscars.
com or call (858) 695-8500.
MAY 28, 2007
When we work together,
the whole community wins.
You see each day for what it is: a new opportunity to work harder, grow stronger and reach higher.
In that same spirit, Bank of America is proud to recognize our non-profit partners for the work you
do for all of San Diego.
Visit us at www.bankofamerica.com.
Bank of America, N.A. Member FDIC.
©2007 Bank of America Corporation.
~ Equal Housing Lender SPN-76
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 35
CORPORATE PHILANTHROPY
Be a Good Corporate Neighbor
Increase Morale, Build Team Spirit, Connect with the Community
By Miriam H. DiBiase
Everybody wants to live next to a thoughtful
neighbor. There’s comfort in a community where
neighbors look out for each other and take responsibility for a safe neighborhood atmosphere.
It’s the same with corporate neighbors. Everyone benefits when businesses and corporations take
responsibility in the community, look out for their
neighbors and find ways to contribute to the community’s quality of life. Companies with these values are
more than just workplaces, they offer employees fulfillment that reaches beyond a paycheck.
Businesses throughout San Diego County have
discovered an easy way to be good corporate neighbors. Volunteering to benefit the homeless at Father Joe’s Villages is a great way to give back to
the community.
Teaming up to help neighbors in need increases
morale, builds team spirit and develops a stronger
connection to the community. By volunteering and
collecting donations, employees and executives realize that it is possible to make a real difference in
their community.
As the largest provider of homeless services in
San Diego County, and a county leader in providing affordable work force housing, Father Joe’s Villages offers multiple opportunities to get involved.
Here are just a few ways to be a good corporate
neighbor:
• Volunteer Individually or as a Group – St.
Vincent de Paul Village serves more than 4,000
meals to residents and members of the community
every day, and even more on holidays. Groups are
always needed to help prepare and serve meals, or
a company can “sponsor” a meal by providing the
funds to cover all the costs. Additionally, the Village
Family Health Center, which serves more than 3,000
individual patients each year, welcomes volunteer
medical professionals of all disciplines. Opportunities are also available tutoring adults in its Career
and Education Center, assisting with special events
and helping in the Children’s Services Center.
• To volunteer contact Laura Kojima, director
of Volunteer Services, at (619) 645-6412 x1102 or
e-mail [email protected].
• Hold a Drive or Donate Excess Inventory
– Tens of thousands of neighbors in need come to Father Joe’s Villages for assistance every year. Whether
they need residential and rehabilitation services, job
training, affordable housing, work clothes, substance
abuse services, or just a nutritious meal, neighbors
in need know they can find help at the Villages. Seasonal drives for food, clothing, gifts and baby-care
needs help balance the cost of purchasing the items
the organization provides to neighbors and residents.
Groups can hold a drive at any time of year. Donations of excess inventory of furniture, clothing, perishable and non-perishable food, building supplies,
appliances and more are also extremely helpful as
Father Joe’s strives to meet the costs of maintaining
its facilities and programs.
• To organize a drive or donate excess inventory,
contact Oscar Labiano, director of Administrative
Operations, at (619) 446.2702 or e-mail [email protected].
• Participate in a Service Project – Father
Joe’s Villages operates 11 facilities in San Diego
alone, and has plans to construct several more
within San Diego County over the next five years.
A lot of paint, cleaning supplies, electrical wires,
trash bags, plumbing fixtures and elbow grease go
into keeping its facilities in tip-top shape. If any
organization offers a special talent in maintenance
or construction – or just has the energy and enthusiasm to work hard – Father Joe’s may have a
service project especially for them.
• To inquire about service project opportunities, contact Laura Kojima, director of Volunteer
Services, at (619) 645-6412 x1102 or e-mail laura.
[email protected].
• Sponsor or Form a Team for a Special
Event – Father Joe’s Thanksgiving Day 5K Run/
Walk is held annually in Balboa Park on Thanksgiving morning and benefits its meals program.
Father Joe’s annual Tee Off for Teens golf tournament in the spring raises much-needed funds
for Toussaint Academy of the Arts and Sciences,
where the organization serves 35 homeless teenagers each day. The San Diego International Triathlon, held each year in June, benefits all programs.
Special events are held throughout the year and
are excellent opportunities to represent a company
by organizing a team, raising pledges or sponsoring the event.
• To learn more about special events and sponsoring opportunities, contact Ryan Pocock of the
Fundraising Team at (619) 446-2119 or e-mail
[email protected].
An advertorial submitted by Father Joe’s Villages. For more information, please call Father
Joe’s Villages home office at (619) 446-2100 or
(800) HOMLESS or visit www.neighbor.org.
Energy Company Powered by its Commitment to the Community
By Steve Davis
Sempra Energy is a company committed to being a good corporate citizen through leadership
and philanthropy. With 14,000 employees worldwide, the company strongly believes that giving
back to the communities where its employees work
and live is not only good business – it’s also the
right thing to do.
Sempra Energy also believes that every company is a reflection of its people. People are the single
greatest resource and key to the company’s success. Employees of the Sempra Energy companies
are encouraged to give back to the communities
where they work and live through contributions
and thousands of volunteer hours.
Because Sempra Energy invests in its employees
in addition to creating an atmosphere that promotes
employee development and embraces different views
and diversity of people, it’s been able to attract, develop and retain the best people in the industry.
The Sempra Energy Companies
Sempra Energy was created in 1998 by a merger
of parent companies of two long-established, and
highly respected, investor-owned utilities with rich
histories dating back more than 100 years. Those
utilities are San Diego Gas & Electric and Southern California Gas Co.
This summer, Sempra Energy will celebrate its
ninth anniversary. By nearly any measure, its first
decade in business has been an unqualified success. What was primarily a regional Southern California company in 1998 has become a significant
player on a global scale.
36 CORPORATEPHILANTHROPY
The Sempra Energy companies include a blend
of stable businesses that develop energy infrastructure, operate utilities and provide related products
and services. By diversifying its businesses and
seeking long-term solutions to challenges, Sempra
Energy proves that well-managed, responsible corporations can succeed, even in tough business environments. These diversified assets have become
the cornerstone of Sempra Energy’s success.
Many Levels of Community Involvement
In addition to corporate community involvement, Sempra Energy actively supports their employees’ involvement in the community through a
variety of programs. The employee giving program,
Energy for Others, provides employees with the opportunity and a mechanism through which to donate nearly $550,000 to charitable organizations.
Through the Matching Gifts Program, Sempra
Energy matched another $600,000 in employee and
director contributions to nearly 400 organizations.
And through the company’s Volunteer Incentive
Program, nearly 1,000 employees generously contributed their time to more than 500 charities.
These contributions support a number of diverse causes and programs because the company
is comprised of a diverse employee population.
The company’s strong commitment to diversity
embraces programs that provide measurable outcomes for the communities where the company
does business.
Together, the company and its employees work
alongside nonprofit groups, academia, media and
A Supplement to the San Diego Business Journal
business and civic leaders who are working to ensure the growth and vitality of the community.
Recent Achievements
Sempra Energy isn’t just being recognized locally, it’s also being singled out nationally with
several prestigious awards.
Earlier this year, Sempra Energy was named
one of Fortune magazine’s “Most Admired Companies” in its industry and to The BusinessWeek 50
list of best-performing companies. The company
also has been chosen for DiversityInc.’s “Top 50
Companies for Diversity” for several years.
At the Sempra Energy utilities, Southern California Gas Co. and San Diego Gas & Electric received top marks from JD Power & Associates for
customer satisfaction.
Sempra Energy is proud of these accomplishments and recognizes that building and maintaining a respected corporate reputation is a constantly evolving effort. It’s one of the key objectives as
the company continues to grow.
Future Opportunities
Sempra Energy’s future is poised for growth
and prosperity. And as the company continues to
reinvent itself in the marketplace, it will continue to do the same in the communities it serves.
An advertorial submitted by Sempra Energy.
Steve Davis is the vice president of communications and community partnerships for Sempra Energy. For more information, please visit
www.sempra.com or call (877) 736-7729.
MAY 28, 2007
CORPORATE PHILANTHROPY
Company Culture Drives Local Giving
By Sharon Taylor-Huppert
At Cox Communications, corporate sponsorship in the community is
not enough. Being able to really give
back to the community is what Cox
and its employees heartily embrace.
Cox Communications has long
been viewed as the premier leader
and provider of technology in San
Diego County, and is truly committed
to improving the quality of life in the
communities it serves.
Cox Kids Foundation
Since 1999, Cox Communications
and its employees have raised more
than $2.2 million to help local children and families in need. Through
the Cox Kids Foundation, more
than 1,000 Cox employees donate a
portion of their paycheck to help fund
programs in the areas of health, education and social services that benefit children throughout San Diego
County. All employee contributions
are matched 100 percent by Cox
Communications.
A fund of the San Diego Foundation, the Cox Kids Foundation provides scholarships to students, grants
to middle and junior high school
teachers and grants to nonprofit organizations throughout the region. It
also partners with such organizations
as Rady Children’s Hospital’s Speech
and Hearing Center and Make-AWish Foundation.
of education. Four of the nominees are
named San Diego County Teachers of
the Year and go on to represent the
county at the California State Teacher
of the Year competition.
Volunteer Week and
Holiday Giving
The driving force behind Cox Communications’ community support has
always been its employees, who donate countless hours of their time to
help worthwhile community organi-
zations. During Cox’s annual Volunteer Week, employees participate in
volunteer activities throughout San
Diego County. Every holiday season,
employees help bring joy into the
lives of abused and neglected children by making their wishes come
true by purchasing toys for victims of
domestic violence.
Whether it’s establishing Cox
Tech Centers, supporting local organizations and programs or shining
the spotlight on San Diego County
teachers, Cox Communications and
its employees continue to invest in
their community.
An advertorial submitted by Cox
Communications. Sharon Taylor-Huppert is the communications specialist at
Cox Communications. For more information, please contact Ceanne Guerra,
media relations manager, at (619) 2665542 or visit www.coxsandiego.com.
Foster a Promising Future
for a Child in Need.
Education and Technology
Cox
Communications,
whose
founder was a teacher, understands
the importance of education and giving all children educational opportunities. Cox Communications provides
a free cable television connection to
more than 450 schools in its service
area through the Cable in the Classroom program. Students learn from
the special, commercial-free cable
programming designed for educators
to use in their classrooms.
Additionally, more than 60 Cox
Tech Centers have been established
in community centers, such as Boys
and Girls Clubs throughout the county to provide technology and learning
opportunities to children and young
adults who may not have access to a
computer. Cox Tech Centers continue
to be the driving force behind the
company’s ongoing commitment to
bridge the digital divide.
Cox Presents: A Salute to
Teachers
Televised live on Cox Communications-owned Channel 4 San Diego,
“Cox Presents: A Salute to Teachers”
is an Academy Awards-style event
that honors San Diego County’s public school teachers.
School districts nominate teachers
based on student achievement, teaching philosophy, knowledge of educational issues and trends, accountability and ability to serve as ambassadors
MAY 28, 2007
Become a Corporate Sponsor.
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• Abused and neglected children and teens.
• Mentally and physically disabled children and teens.
• Medically fragile children.
Call: 951.788.5905
Email: [email protected]
www.waldenfamily.org
You Can Help!
Become a Corporate Sponsor:
call Christina Bolaños at 619-584-5777 ext. 249
or email: JIVSHUVZ'^HSKLUMHTPS`VYN
Become a Foster Parent
email: WHYLU[ZHUKPLNV'^HSKLUMHTPS`VYN
Become a Volunteer
email: ]VS\U[LLYZHUKPLNV'^HSKLUMHTPS`VYN
Fostering Promising Futures
license: #370602780
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 37
CORPORATE PHILANTHROPY
Partnership Helps Preuss Students Achieve Life-Long Goals
By Donald Stump
When 96 percent of a high school’s graduating
class is admitted to four-year colleges and universities; and when all those students are from the
lowest-income neighborhoods of San Diego and
will be the first in their families to graduate from
college; that says something about the school, the
students and their supporters. This is what’s happening at the Preuss School UCSD.
Jointly chartered in 1999 by the San Diego Unified School District and the University of California,
San Diego, the Preuss School is a charter middle and
high school dedicated to providing a college preparatory education for motivated low-income students
who will become the first in their families to graduate
from college. Preuss students are selected through
an application process and lottery. To be eligible, an
applicant must meet three criteria:
1. Verified low income.
2. No parent who has graduated from a community college or university.
3. Motivation to benefit from a rigorous curricu-
lum. Every year, Preuss receives approximately
500 eligible applications for 6th grade and admits
110 through a random lottery.
The school’s 760 students represent San Diego’s
cultural diversity, 22 percent are Asian and Pacific
Islander, 13 percent are African-American, 59 percent are Latino and 6 percent are White. More than
90 percent of students ride a bus daily for more
than 45 minutes, each way, from City Heights, Barrio Logan, Chula Vista, San Ysidro and neighborhoods of southeastern San Diego.
Helping these hardworking students graduate from
high school and move on to college requires sustained
effort from friends of the school and from the corporate community – people and institutions who touch
students’ lives by volunteering as mentors, tutoring
in classrooms, sponsoring the annual Classic Cars for
Classic Kids gala, or providing a gift or grant.
Gen-Probe, a world-leading molecular diagnostics
company based in San Diego, has been a long-term
supporter of the school’s Science & Engineering Ini-
tiative through the company’s annual sponsorship of
the Gen-Probe Saturday Science Enrichment Academy. Gen-Probe provides numerous volunteers to
help middle school students prepare for science tests,
and help high school students create stellar science
fair projects. Gen-Probe employees mentor some of
the highest-risk students at the school, and also host
Preuss students and parents at the corporate headquarters for an annual career fair.
In 2007 alone, Preuss has been recognized as a
California Distinguished School, received the Title I
Academic Achievement Award and prepared five 2007
graduates to be awarded Gates Millennium Scholarships. None of this would have been possible without
the generous and sustained support of the San Diego
community and corporate leaders like Gen-Probe.
An advertorial submitted by Gen-Probe. Donald
Stump is the director for external relations at the
Preuss School UCSD. For more information, please
call (858) 822-6616.
Creating a Company Foundation to Give Back to Community
Submitted by Epsilon Systems Solutions
Epsilon Systems believes that it can only be
successful as a company when the communities
in which the employees’ live and work thrive. By
giving back a percentage of its profits (and more
importantly, its time), Epsilon Systems has made
a positive impact on the local areas. The company
created the nonprofit ESSential Foundation to provide a vehicle for community financial support.
The mission of the ESSential Foundation is to
make a difference in the local areas by bringing hope
through the donation of time, energy and money.
Through the Foundation, it gives back to wherever
Epsilon Systems is located. Epsilon Systems knows
that its success is based on the faith that customers
have in the company. These customers could have
chosen others, but instead they commissioned Ep-
silon Systems to serve them and turn the company
into a profitable business. In gratitude, Epsilon Systems would like to share these blessings.
A business that is concerned about the community makes a long-term investment in the future
of the community, the company and its employees. Through the organizations, Epsilon Systems
Please turn to FOUNDATION on Page 44
Congratulations To San Diego’s
Corporate Philanthropists.
Thank You For Your Great Work
In Our Community!
San Diego
Grantmakers
Stengthening Philanthropy
www.sdgrantmakers.org • 619-744-2180
• A membership association in support of San Diego’s corporate giving
programs and foundations
• Call today for your free copy of Creating a Giving Program: A Guide for
Small and Mid-Sized Companies
Thank you to
for their project grant to
San Diego Grantmakers.
www.volunteersandiego.org • 858-636-4133
Your partner for successful corporate volunteer experiences
• One-day corporate service projects
• Year-round volunteer opportunities for employees
• Adopt-a-project during the Hands on San Diego annual service event
September 22 – 30
38 CORPORATEPHILANTHROPY
A Supplement to the San Diego Business Journal
MAY 28, 2007
CORPORATE PHILANTHROPY
Local Company Known for its Giving and
Volunteerism in San Diego County
By Susan Laun
Qualcomm’s reach goes far beyond the technologies it creates; the company is committed to bettering
the societies in which its employees work and live.
The work Qualcomm does around the globe not
only advances its business goals, but also contributes to social and economic development. Qualcomm creates a variety of wireless technologies
and applications that help improve people’s quality of life in the areas of communication, education,
health care and public safety.
Qualcomm addresses community needs with
the same spirit of innovation and invention that
has made it a leader in the wireless industry.
Qualcomm aims to inspire change, and applies its
resources, creativity and expertise to the service
of the community. Creating a healthy community
makes San Diego a terrific place to live and work.
Qualcomm builds strong bridges with its community partners in order to tackle tough problems
and effect meaningful change using its resources
– human, financial and technical – to the service of
these projects.
The company supports nonprofit organizations,
many within San Diego County, through monetary
donations, board leadership and volunteerism.
Qualcomm focuses the majority of its philanthropy
in three distinct areas: education, arts and culture
and health and human services. Qualcomm strives
to donate 1 percent of the company’s prior year’s
pre-tax profits.
Qualcomm Cares, the company’s volunteer pro-
QUALCOMM cyclists team up to ride for a good cause.
gram, connects employees with nonprofit organizations serving a diverse range of needs, including
tutoring children, caring for animals, feeding the
homeless, improving the environment and helping
families in crisis. It also places employees of all levels
on nonprofit boards of directors and advisory committees. Resources, including literature and training
sessions, are provided by the company to assist employees in serving as effective board members.
Also, Qualcomm provides a dollar-for-dollar
matching grant program for employee contributions to charitable causes. The program’s broad
parameters – matching grants to a wide variety of
nonprofits – reflect the company’s respect for employees’ diverse interests in community causes.
This community involvement promotes a philanthropic environment throughout the company
and enables Qualcomm to serve as a good corporate neighbor worldwide.
An advertorial submitted by Qualcomm. Susan
Laun is the vice president of human resources and
corporate giving at Qualcomm. For more information, please visit www.qualcomm.com/community
or contact Allison Kelly at (858) 651-4027 or email [email protected].
To learn how you can help, please call
(760) 729-0207 or visit www.bgccarlsbad.org
MAY 28, 2007
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 39
CORPORATE PHILANTHROPY
Community Builder Teams with San Diego
Historical Society in $2 Million Fund-Raising Effort
Submitted by The Corky McMillin Companies
The Corky McMillin Companies
is spearheading a campaign to raise
$2 million for the San Diego Historical Society. The funds raised through
Dec. 31 will be matched dollar-for-dollar by an anonymous donor, meaning
each gift, grant and new or renewed
membership dues will be doubled.
“San Diego’s history is our history
and we, as a company, are dedicated
to telling the story of how San Diego
got to be America’s finest city,” said
Scott McMillin, a CEO of The Corky
McMillin Companies. “All of us at McMillin are excited to be at the forefront of this fund-raising effort.”
According to Mark McMillin, a CEO
of The Corky McMillin Companies, an
additional reason for the company’s
wanting to participate in the fundraising effort this year is to honor the
presidency of the San Diego Historical
Society’s Robert Adelizzi.
A pillar in San Diego’s business community, Adelizzi once headed up Home
Federal Savings and Loan and now
serves as an independent board member
of The Corky McMillin Companies.
“We look forward to working closely
with Bob on this campaign,” Mark McMillin said. “The great relationship he
has with everyone at McMillin will be
Girl Scouts thanks our
corporate donors
Helping us
build girls of
courage
confidence
and
character
who make
the world a
better place.
a tremendous asset in making this endeavor successful.”
The funds raised through the campaign will help set up a permanent
endowment for the Historical Society,
allowing it to protect its future in perpetuity and continue its efforts to preserve San Diego’s history through its
three museums and massive archives.
A portion of the funds raised will go
toward a new exhibit at the Historical
Society’s Museum of San Diego History in Balboa Park. Entitled “Place
of Promise: Stories of San Diego,” the
new exhibit will highlight the rich and
diverse history of the San Diego region
and encourage dialogue between the
past and present with the goal of creating a more vibrant future.
Housed in three galleries, it will
present the chronological history of
San Diego through different themes
such as transportation, resource
management, land development and
neighborhood identities. Photography
collections hung throughout the gallery space will show the diverse nature of San Diego’s people, economy
and intellectual and cultural centers.
Work on this exhibit began in 2005,
and the first phase opened last July.
“In addition to the many exhibitions
the Historical Society provides, the pro-
40 CORPORATEPHILANTHROPY
Museum in Presidio Park, Villa Montezuma in Sherman Heights and The
Museum of San Diego History and
Marston House, both in Balboa Park.
“We couldn’t be more proud of the partnership between McMillin and the Historical Society,” Mark McMillin said. “It’s
representative of the importance of community involvement to a growing city.”
Founded in 1960 by the late Corky McMillin, one of California’s most honored
community builders and civic leaders,
the McMillin family business repeatedly
earns top rankings for excellence among
both the public and building industry
peers. The firm is led today by Corky’s
two sons, Scott and Mark, both of whom
have been active in company leadership
roles for nearly three decades.
Demonstrating strength through diversity, The Corky McMillin Companies
include McMillin Land Development,
McMillin Homes, McMillin Commercial,
McMillin Mortgage and McMillin Realty. The overall firm offers a full range of
in-house services to afford buyers unsurpassed performance and a truly one-stop
homebuying opportunity.
An advertorial submitted by
The Corky McMillin Companies.
For more information, please visit
www.mcmillin.com.
Giving Back to the Community in Which it Serves
Performance. Commitment. People. At Union Bank of California,
community reinvestment is predicated on these three underlying values.
Performance
Union Bank has high expectations
for its performance, but relies on others to judge its community impact.
The Office of the Comptroller of the
Currency — the chief federal regulatory agency for national banks — assesses the bank’s community reinvestment
activities, including lending, community development investments and retail
banking and community development
services. A rating of Outstanding is the
highest that the agency bestows.
In its most recent OCC exam, Union
Bank of California received an “Outstanding” rating in all three test categories — lending, services and investment. While sound banking practices
and good service to the community are
not all about ratings, the bank is proud
of the effort behind the recognition.
Commitment
(619) 298-8391
www.girlscoutssdi.org
grams offered are important to today’s
youth,” added Scott McMillin. “We need
to show the future generations where
they came from and how San Diego
has developed over the years.”
Donations to the Historical Society are welcomed and can be made
in a number of ways. Gifts in-kind,
of cash, securities, life insurance and
real estate are all accepted. For further information on how to donate
to the San Diego Historical Society,
please call (619) 232-6203 or visit
www.sandiegohistoricalsociety.org.
The San Diego Historical Society,
the oldest chartered historical society
in California, was founded in 1928 by
civic leader George W. Marston. An
educational and cultural institution
dedicated to preserving and sharing
San Diego’s growing historical collections and extensive archives with
members, visitors and the community,
the society’s mission is to connect the
past to the future so that all generations will understand and appreciate
the richness of San Diego’s history.
The Historical Society offers numerous educational programs, including school programs, public education
programs and education outreach programs. It features four unique properties including the Junipero Serra
Union Bank’s Outstanding community reinvestment rating is a snapshot
in time. The company’s commitment is
for the long term. It will continue working hard to meet the credit needs of all
the communities it serves.
To that end, Union Bank has renewed its 10-year community rein-
By Kathy Patoff
vestment commitment. The commitment increases by nearly 50 percent,
the percentage of total assets the bank
reinvests in California’s communities. This commitment includes small
business and small farm loans, family
housing, consumer loans and services,
loans and services to nonprofits, supplier diversity and charitable giving.
The bank will continue to allocate
2 percent of after-tax earnings to its
charitable contributions program.
Through the Union Bank of California Foundation, the company will
seek to focus less on charity, which
attempts to alleviate the symptoms
of social problems, to a deeper focus
on philanthropy, which addresses the
underlying causes of those problems.
Union Bank will target funding to
four strategic categories to assist lowand moderate-income communities:
affordable housing, community economic development, education and
the environment. The bank views all
of San Diego’s communities as places
of growth and opportunity and seek
to provide a hand up, not a handout.
The bank invested $16.8 million in the
communities where it does business. In
addition, the bank’s matching gifts program raised $1.2 million in 2006 for employees’ designated charities.
Union Bank seeks to be a trusted
partner who is personally invested in
the success of people — the entrepreneur, the first-time homebuyer, the
affordable housing developer, the minority business owner, the low-income
consumer who needs alternative financial services, the nonprofit leaders who
work so hard to serve those in need.
Union Bank of California believes
in partnering, investing and building healthy communities not only
through financial services and charitable contributions, but also with
time. In 2006, more than 1,100 bank
employees volunteered in community events, performing almost 4,500
hours of service on projects ranging
from house builds to walks and runs
benefiting nonprofit organizations.
Union Bank salutes San Diego for
the opportunity to be a neighbor and
community partner.
People
The numbers add up. In 2006, Union
Bank of California provided a total of
$3.3 billion in community reinvestmentrelated loans and activities, equating to
6.9 percent of average annual assets.
A Supplement to the San Diego Business Journal
An advertorial submitted by Union
Bank of California. Kathy Patoff is the
vice president and community development officer at UBOC. For more information, please call (619) 230-4501.
MAY 28, 2007
CORPORATE PHILANTHROPY
Cause Marketing: Win/Win Situation for Both
Business and Nonprofit
Submitted by San Diego Symphony
MAY 28, 2007
music alive for our future generations,
and in building San Diego as the tourist attraction and cultural center that
it has every opportunity to be.”
The San Diego Symphony kicks off
its 10-week Summer Pops season June
29, 2007. Guest artists, including Burt
Bacharach, Marvin Hamlisch, Chris
Botti, Aaron Neville and Abbamania,
will be performing with the Symphony at the downtown Embarcadero
Marina Park South. New last year,
the Symphony offers its “champagne
chalet,” a 30-seat “corporate box” opportunity for those companies seeking
entertaining options beyond the standard sporting event packages.
An advertorial submitted by San
Diego Symphony. For more information, please contact Megan Pogue at
(619) 615-3910.
Northern Trust Banks are members FDIC. © 2007 Northern Trust Corporation.
With corporate sponsorship dollars becoming increasingly competitive, the nonprofit community must
respond with creative and novel partnering opportunities, specifically targeted toward their partner’s business
objectives.
“A win/win partnership is essential, not only in securing corporate
support but in maintaining and
building that support over the ensuing years,” said Megan Pogue, director of corporate development for the
San Diego Symphony.
The San Diego Symphony, with
its many diverse programming options such as Core classical, light
classical, Winter Pops, Family Festival, educational, and the ever-popular Summer Pops series, is able to
appeal to many different businesses,
each seeking their own signature opportunity to co-brand with the Symphony.
“In my opinion, corporate sponsorship is all marketing-driven; our
objective is to create customized
packages that will demonstrate a
measurable return to our partners.”
Pogue said, “To that end, it’s important that we sit down with prospective sponsors to really get a feel for
their budget and objectives in order
to provide a solution that will make a
sizeable impact on their current and
prospective customer base.”
The Symphony offers a wide range
of options, ranging from use of its
breathtaking historic 2,300-seat indoor Symphony Hall or its spectacular outdoor bay front venue to house
corporate meetings and/or special
events; private on-site concerts; offsite musical entertainment (at partner-directed venue); world-renowned
guest artist appearances at private
corporate functions; joint events
where the corporation seeks exposure
to the Symphony patron and/or donor base; educational programs that
appeal to underserved communities
and much more.
“Basically, we take each partner’s
key initiative(s), mobilize our production, artistic and marketing teams,
and provide a unique and memorable
experience that cannot be duplicated by another organization,” Pogue
said.
Despite an environment of dwindling corporate support for arts-related organizations, the Symphony is
one of the few organizations that has
been able to build its base of corporate and community support.
According to Pogue, “The Symphony has been able to break down
the old mindset that we are strictly
an elitist organization that appeals
only to classical music aficionados.
We have corporate partners with spe-
cific cause marketing objectives, and,
through our diverse offerings, we are
able to target each and every demographic imaginable within the San
Diego community.
“Music, particular live symphonic
performances, is so vital to our community at every level. With the loss of
music education in our school system,
our partnerships take on even more
importance in our quest to keep the
YOUR LEGACY
desire to leave life’s work to your family
desire to leave life’s work to the IRS
He’s got your laugh. And your love of ice cream. So why not make sure he gets everything else you want him to have?
With more than 100 years of experience in the personal trust business, Northern Trust offers a breadth and depth of
knowledge few can match. You’ll find our expertise second to none when it comes to philanthropy, asset management
and sophisticated wealth transfer strategies. It’s your legacy, and whether it lives on through your family, community or
favorite cause, Northern Trust will work as hard to preserve it as you did to create it. For more information, call
Susan Mallory at 858-824-1200 or visit northerntrust.com.
Private Banking | Asset Management | Financial Planning | Trust Services | Estate Planning Services | Business Banking
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 41
CORPORATE PHILANTHROPY
Investing in the Community
By Kristy Gregg
In business since 1981, San Diego National
Bank (SDNB) has established itself as one of the
region’s largest community banks. With $2.5 billion in assets, SDNB opened with a single branch
in Downtown San Diego on the premise of becoming a leader in community banking for the citizens
of San Diego. Since then, 21 branches have been
added throughout the county, with additional new
locations due to open in the next year in Mission
Hills, Poway, Santee and Temecula.
SDNB has built a great local team over the last
25 years. Many of the management and staff who
have progressed through the ranks are still here.
The local board of directors includes individuals
who have been instrumental in the growth and
progress of the San Diego region. They established
early on that community involvement by the SDNB
board, management and employees is a key component of the bank’s corporate mission.
Bank employees volunteer thousands of hours in
more than 200 organizations each year that provide
services for a variety of causes including financial literacy, the homeless, military, arts and culture and
numerous other social and economic programs.
Taking responsibility for the quality of life within a community is like opening a savings account.
It is an investment in the future and a smart way
to protect assets.
SDNB is proud to be able to give 3 percent of its
net profits each year to the diverse and important
philanthropic organizations that help make this
region a great place to live and do business.
An advertorial submitted by San Diego National Bank. Kristy Gregg is the vice president
of marketing and community relations for SDNB.
For more information, please call (619) 231-4989 or
visit www.sdnb.com.
Supporting the San Diego Community
By Zoe Hickey
For nearly a century, Roel Construction Company has been involved in community service
throughout San Diego. As the company has expanded over the years so has its philanthropy, such
that nearly all 350 Roel employees and their families are active in the neighborhoods in which they
live, work and play.
The company is truly grateful to have the opportunity to enhance and support the community by
delivering more than 90 years of construction expertise as well as through the unique talents and
compassionate hearts of individuals throughout the
company. At Roel, community service is the tangible
result of its motto, “Spirit of an American Family®.”
Roel recognizes that its success is only possible
in an environment where the company as a whole
42 CORPORATEPHILANTHROPY
cares for the communities its serves. The company
gives its time, talent and treasure to many causes
including social, charitable and civic causes. Roel’s
outreach extends beyond organized groups and
has been known to give to people who have fallen upon hard times and need help to get back on
track. It is for these reasons that Roel gives, and
more importantly to reassure all of the Roel “family” of employees that its existence is about more
than just profits.
Roel’s views on where to give of the three “Ts” is
one of the hardest choices the company faces. Clearly,
there are more worthy causes than there are available resources. Roel family members have decided
to focus their attention on organizations and causes
that personally touch an employee or a client, and
A Supplement to the San Diego Business Journal
where they feel they can do the most good.
Roel encourages all of its employees to participate in community service, as community service
is one of 10 the ROEL Ideals™ and also supports
its Spirit of an American Family. As a reward, the
company gives each person that participates in a
community outreach effort a specially engraved,
pewter “Spirit” block. The goal is for employees
to take pride in building their collection of Spirit
blocks while helping support the needs of others
throughout the community.
An advertorial submitted by Roel Construction.
Zoe Hickey is with Roel Construction. For more information, please visit www.roel.com/community_
service.shtmlor call (800) 662.7635.
MAY 28, 2007
CORPORATE PHILANTHROPY
Charity Begins at Home
By Kathy Kovacevich
Many people have a soft spot for their hometown, and Jack in the Box Inc. is no different. In
1951, the first-ever Jack in the Box restaurant
opened its drive-thru to hungry motorists on El
Cajon Blvd., near the SDSU campus. Fifty-six
years later, Jack in the Box has grown into one
of the nation’s largest and most successful hamburger chains with nearly 2,100 restaurants in 17
states. Though the company has locations stretc.
hing from Seattle to Charlotte, it remains deeply
rooted in the San Diego community through numerous philanthropic activities, particularly those
focused on the city’s youth.
“We want to see our restaurant communities
grow and thrive,” said Linda Lang, chairman and
CEO of Jack in the Box Inc. “Supporting the educational and mentoring needs of children is a great
way to give back to the community and invest in
its future.”
Through The Jack in the Box Foundation, the
company’s charitable entity, Jack in the Box has
partnered with several youth-focused organizations throughout the area, including Big Brothers Big Sisters (BBBS) of San Diego. Since 1998,
The Foundation has worked closely with BBBS in
launching unique mentoring programs throughout the county, including “Operation Bigs,” a program at Camp Pendleton Marine Corps Base that
matches primarily military mentors with “littles”
whose parents are serving overseas, and “Hermandad,” an initiative aimed at helping youth from the
area’s growing Latino community.
The Foundation also supports Monarch School,
Jack in the Box Inc. Chairman and CEO Linda Lang
(left) and Vice President
Terri Graham (right) teach
kindergarten
students
through a Junior Achievement program at Sequoia
Elementary School in San
Diego. More than 30 employees from the quickserve chain’s corporate office volunteer as substitute
teachers for this annual
one-day event.
which provides an accredited education to homeless and at-risk kids in Downtown San Diego, and
The Preuss School, a middle and high school on
the campus of UCSD that is dedicated to providing an intensive college prep education for motivated low-income students who will be the first in
their families to graduate from college. In addition
to providing scholarships to Preuss students, The
Foundation also sponsors a bus, dubbed “Jack’s
bus,” to transport them to and from school.
Though providing financial support to charities
and community programs is important,
Jack in the Box employees aren’t afraid to roll
up their sleeves and volunteer in the community.
For several years, corporate office employees from
all levels of the organization have volunteered as
teachers for a day as part of Junior Achievement’s
“Free Enterprise Day,” during which employees
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teach elementary school students about money
and banking, taxes and economics. Jack in the Box
is also partnering with Junior Achievement on JA
BizTown, a small-scale San Diego city complete
with shops modeled after real businesses, including a Jack in the Box restaurant. The goal of the
concept is to teach students about free enterprise
and commerce.
“San Diego is more than the location of our corporate office, it’s where Jack in the Box employees
and our guests work and live,” Lang said. “That’s
why we encourage our employees to get out, volunteer and make a difference.”
An advertorial submitted by Jack in the Box.
Kathy Kovacevich is the director and community
relations manager for Jack in the Box. For more
information, please visit www.jackinthebox.com.
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MAY 28, 2007
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 43
CORPORATE PHILANTHROPY
Corporate Volunteers Integral to Success at Nonprofit Organization
By Karny Stefan
Established 30 years ago, Walden Family Services has become a recognized leader in providing treatment-level foster care to children in need
throughout Southern California.
Specifically, Walden provides hope and help to
physically abused, medically fragile children (suffering from diabetes, epilepsy, cancer, HIV), sexually abused, neglected, developmentally disabled
and autistic foster children. Licensed by the State
of California, Walden currently serves more than
340 foster children in more than 250 foster homes.
The mission of Walden Family Services is to
support the lives of children and families through
lasting relationships. To accomplish this, Walden
operates as a partnership between Walden Family Services, Inc. and the Walden Family Services
Foundation. The foundation raises funds to fill the
critical gap between limited government reimbursements and the actual support necessary to
achieve promising futures for children. With abuse
and poverty rising at an alarming rate, developing
a modicum of success for these fragile children is
one step toward Fostering Promising Futures.
Governing a nonprofit agency with four re-
gional offices serving seven counties in Southern
California requires a highly-committed board of
directors. Thankfully, local and regional companies
offer the time and talents of one of their greatest
assets, their employees. These stalwart volunteers
serve on both Walden’s governance and foundation
boards, providing expertise in financial management, quality assurance, legal oversight, marketing, public relations and fund raising.
On behalf of the children and youth served by
Walden, it extends gratitude to the following companies and firms whose dedicated employees volunteer to serve on Walden’s boards of directors:
A-Life Medical Inc., Barney & Barney LLC, cFour
Partners Worldwide, Cox Communications, Driver Alliant Insurance, Estrada Communications
Group, Law Offices of Judith A. Litzenberger, Mail
Boxes Etc.., Inc./The UPS Store, McKenna Long &
Aldridge, Qualcomm Inc., Priority 1 Properties and
The Worth Collection.
”The true reward for supporting Walden Family
Services is knowing that while you’re helping to
foster a promising future for these deserving children, you’re also helping to create a better society
and community for all of us,” said board Chairman
Hal Dunning of Barney & Barney LLC. “The talent and commitment these volunteers bring to the
agency is priceless, but it pales in comparison to
the profound love our foster families provide these
children on a daily basis. Without them, these children would have no place to call home.”
As more and more children enter the foster care
system, foster family agencies are faced with the
daunting task of placing these abused, abandoned
and neglected children in safe and stable homes.
The need for corporate commitment (both financial
and expertise) will continue to grow. Thanks to the
generosity of Walden’s corporate partners, these
children will get the services they need to become
contributing members of society, perhaps even employees of some of these amazing companies.
An advertorial submitted by Walden Family
Services. Karny Stefan is the CEO of Walden Family Services. For more information, please contact
Heather Schroeder at [email protected] or
to inquire about foster parenting, please e-mail
[email protected].
Biotech Company Passionate About Strengthening the Community
By Lynn Allen-Biros
Amylin Pharmaceuticals Inc. has always had a philosophy of strong community support. It is passionate
about strengthening the communities where employees
live and work through participation and leadership in
patient advocacy, life science education and community
support. Amylin’s activities focus on key areas that utilize its expertise and technology. These include diabetes and obesity awareness, educational initiatives that
support students interested in careers in life sciences
and events that promote a healthy lifestyle.
Amylin has key partnerships with the American
Diabetes Association (ADA) in support of its Tour
de Cure and Camp Wana Kura, the Juvenile Diabetes Research Foundation (JDRF) “Walk for the
Cure” and the local nonprofit organization, Taking
Control of Your Diabetes (TCOYD).
Amylin is also involved with science and math education from third grade through graduate school. Scholarships are provided to UCSD, SDSU and Achievement
Rewards for College Scientists (ARCS). It also supports
local organizations such as Classrooms of the Future,
the Elementary Institute of Science and the Human
Development Foundation (HDF).
Over the past few years, Amylin has partnered with
the La Jolla Kiwanis as a lead sponsor of the La Jolla
Half Marathon. Funds raised by this event go back into
the community in support of local programs for children.
The company partnered with the Salvation Army and
Joan Kroc Center in their inaugural “Tour de Kroc,” a 24hour exercise-a-thon supporting scholarships promoting
a healthier lifestyle opportunity for children in need.
From a business standpoint, Amylin supports
programs that center on science and math as the
students of today will be the work force of tomorrow. This is critical to the company’s competitiveness as an organization and important for San
Diego’s growing biotech industry.
Finally, and most importantly, having good corporate
community programs helps Amylin to attract and retain
passionate people who want to make a difference. Its philanthropic efforts have translated to high employee satisfaction and performance that exceeds industry benchmarks.
Amylin was named one of San Diego’s “Top 5 Best Companies to Work For in 2006” by San Diego Magazine as well
as one of the nation’s top 10 companies for scientists.
In 2007, Amylin is celebrating its 20th anniversary as a biotechnology company and is convinced
that its philanthropy benefits employees, the biotech industry and the San Diego area. Community
partnerships are an important part of Amylin’s efforts to challenge science and change lives.
An advertorial submitted by Amylin Pharmaceuticals, Inc. Lynn Allen-Biros is the community affairs manager at Amylin Pharmaceuticals, Inc. For
more information, please call (858) 642-7233 or visit
www.amylin.com.
Becoming a Partner in Art Plays Key Role in Culture Growth
By Sarah Beckman
Opened in 1926, the San Diego Museum of Art
is San Diego’s largest and most visited art museum. Corporate support for special exhibitions and
educational programming is a cornerstone of the
long-term success of SDMA. This funding allows
the Museum to provide a diverse program of exhibitions and educational programs to more than
400,000 visitors annually.
Local corporate leaders such as Sempra Energy
and Qualcomm are active in their support of family
and youth education. Their generosity allows the Museum to engage more than 70,000 people through educational programs. National companies such as RBC
Dain Rauscher help SDMA to present exciting shows
like Annie Leibovitz and Andy Warhol. Support like
this connects people to art and art to people.
San Diego’s business community plays a key
role in the vital contributions that SDMA makes
to the culture growth of the region. The world-class
exhibitions and programs offered by the Museum
provide an exceptional marketing opportunity for
large corporations and small businesses.
Foundation:
and schools:
x Supporting Educational Programs – Tony and
Alicia Gwynn Foundation
x Supporting Athletic Programs – Challenged
Athlete Foundation
xSupporting Lowell Elementary School in Albuquerque, New Mexico
xSupporting Coronado Elementary School in San
Diego, California
x Supporting Educational Programs – Brain Injury Services, Inc. of Northern Virginia
xSupporting Boy Scouts of America in Newport,
Rhode Island
xSupporting Communities through United Way,
Nationwide
xSupporting Victims of Tragedy – Virginia Tech
in Blacksburg, Virginia
Continued from Page 38
supports its employees’ personal involvement; it
strives to create results that strengthen local areas. It provides up to one week of paid time off to
employees so they are able to volunteer their time
for important community services. After all, what
is more valuable than lending a helping hand?
Epsilon Systems bring hope to its communities
by working closely with the following foundations
44 CORPORATEPHILANTHROPY
A Supplement to the San Diego Business Journal
An advertorial submitted by SDMA. Sarah Beckman is the corporate development manager at SDMA.
For more information or to learn about becoming a
“Partner in Art,” please call (619) 696-1930.
An advertorial submitted by Epsilon Systems. For
more information, please call Debby Jester, marketing & proposal coordinator, at (619) 702-1700 or visit
www.epsilonsystems.com.
MAY 28, 2007
CORPORATE PHILANTHROPY
Celebrating the Spirit of Community Giving
Submitted by Barona
As the proud owner of the Barona Valley Ranch
Resort & Casino and one of San Diego County’s
largest employers, the Barona Band of Mission Indians takes a great deal of pride in sharing with,
and positively impacting, the San Diego region.
In addition to supporting programs for the tribal
community, Barona is active in hundreds of local
charities.
Barona’s long tradition of sharing is inherent
in the Tribe’s culture and a core value embodied
at Barona Valley Ranch Resort & Casino. In 2006,
the Barona Tribe and gaming resort contributed
more than $2.5 million to 600 charities in San Diego County. Barona’s contributions have benefited
organizations and causes that support senior citizen programs, at-risk youth, fire safety, education,
healthcare, medical research assistance and the
environment.
“Our Tribe has worked so hard to enhance lives
throughout all of San Diego,” said Rhonda WelchScalco, chairman of the Barona Band of Mission
Indians. “Barona has always helped the greater
community. Our contribution to the San Diego
Symphony years ago was one of the first local donations by a gaming tribe, and we continue that
spirit of sharing today.”
At Barona, corporate citizenship is a multifaceted process of community involvement, relationship-building, charitable contributions, volunteerism and partnerships. Barona seeks to support
innovative and life-enriching programs that are
closely aligned with its core values, which include
enhancing education, protecting the environment
and improving community wellness.
Recently, Barona signed on as the title sponsor
of Cirque de l’Art, the major annual fund raiser for
the Foundation for Women. The goal of this organization is to help nurture, educate and support
thousands of women and their families in San Diego and across the globe. The event raised nearly
$80,000 which will help fund the organization’s
microcredit programs.
“I bow down to Barona for their generous support,” said Deborah Lindholm, executive director of
the Foundation for Women. “This is the first time
in our history that we have had a major underwriting sponsor. Yet, Barona’s commitment was even
bigger than writing a check. They believed in our
work so passionately that they have become a true
partner in sharing our mission with the local community and the world.”
Recognizing the services that Sharp Grossmont Hospital provides to residents in East
County, the Barona Band of Mission Indians
contributed $1 million to support the hospital’s
Cardiac and Endovascular Services. The donation, made in memory of the Tribe’s beloved Vice
Chairman Donald “Tiny” LaChappa, was memorialized with a mural and bust honoring the
Tribal Leader. This memorial now stands in the
ICU atrium in the hospital’s new emergency and
critical care center.
Barona is dedicated to creating strong educational opportunities, in 2006, it launched the
Barona Education Grant Program. The program
is the first of its kind in California created and
administered by an Indian Tribe, and to date has
awarded more than $200,000 to 42 schools statewide. Through the endorsement of elected state
representatives, California schools can apply for
a $5,000 grant to purchase much-needed supplies
that promote academic improvement, including
books and computers.
Supporting local schools is also a priority for
Barona. Last fall, the Barona Tribe, County Supervisor Dianne Jacob and the Lakeside Community Planning Group, through the Parkland
Dedication Ordinance Funds, donated a combined $500,000 for an all-weather running track
around Wendell Cutting Field at El Capitan High
School. The new track marks the final phase in
a $1 million renovation of the school’s outdated
athletic facility.
“Barona is passionate about education which
we believe is the foundation for our future,” said
Welch-Scalco. “Education and learning don’t stop
in the classroom. Involvement in sports helps youth
build self-esteem and teaches the importance of
teamwork. Barona believes in sharing with the
community – it is an important part of our culture
and tradition. As long as we have the resources and
manpower, our spirit of giving will continue.”
An advertorial submitted by Barona. For more
information, please visit www.barona.com or call
(619) 443-2300.
WaMu® in the Community
In 2006, we donated
$49.7 million and
volunteered 160,000 hours.
Caring adds up.
Through our volunteer and donation efforts, we’re committed to helping build and strengthen the communities around us.
To learn more, call 1-800-788-7000, visit wamu.com, or stop by a WaMu near you.
MAY 28, 2007
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 45
CORPORATE PHILANTHROPY
Passengers arrive at their destination after a relaxing and luxurious trip aboard the King Air
200.
Schubach Aviation’s Hawker 800 offers comfortable, spacious cabins enjoyed by business
and leisure travelers alike.
Business Trips Made Quick and Easy
By Henry Schubach
Chartering recently has become a smart alternative for businesspeople on the fly. A growing
number of savvy executives have discovered the
convenience and time-saving value of using air
charter for their business trips instead of battling
the hassles inherent with commercial flights.
Commercial airlines continue to gouge firstclass passengers with exceptionally high fares
for exceptionally poor schedules and services. But
charter flights offer passengers ease-of-use, along
with luxuries that are impossible for commercial
flights to compete with, like allowing business
travelers to work on presentations during flight or
the privacy to hold a meeting mid-air. After taking
into account the level of employee satisfaction and
efficiency of charter travel, many businesses have
been figuring out that charter service just makes
better sense.
Changes in airport security, along with the
stresses associated with travel, also have opened
the possibility of chartering planes to busy executives. For many companies, the hassles of traveling
commercial - airport crowds, delays, security issues,
etc.. - have grown unbearable, and end up costing
the company in the form of lost productivity. With
air charter, executives can drive up to the plane,
hand over their baggage and board within minutes,
leaving behind the typical airport hassles.
The ability to make multiple stops is another
reason companies turn to private charter. Busy executives can reach three or four cities in just one
day, and in most cases, arrive back to home base
in time for dinner. Charter companies also can arrange for conference rooms at the airport, providing even more efficiency. Additionally, private airplanes allow access to hard-to-reach destinations.
Commercial airlines use around 1,500 airports
across the country, while private planes have access to almost 5,000 airports.
Schubach Aviation, San Diego’s premiere on-demand private charter aircraft carrier, has worked
with a number of San Diego executives since 1992,
flying them to various locations across the country
and beyond. Founded by Henry Schubach, Schubach Aviation operates and maintains its own fleet
of 16 aircraft, employing a staff of 42 maintenance
workers, pilots and scheduling staff.
46 CORPORATEPHILANTHROPY
Still looking for additional reasons to choose
charter? Following are some priceless privileges
that go along with private travel.
Luxury Accommodations
Pleasant in-flight services and luxurious accommodations come standard at Schubach Aviation.
The charter company’s wide-bodied Challenger
embraces this indulgence. The custom-designed
aircraft features a stand-up cabin that provides
plenty of room to walk around easily, making long
trips comfortable and relaxing. Seating up to nine
passengers, two crewmembers and a cabin attendant, the Challenger features a fully refurbished,
plush interior, and cruises at a speed of 530 miles
per hour at an altitude of 41,000 feet.
Other in-cabin amenities include a full galley,
private restroom, CD player and a flight phone.
The cabin also offers DVD players with individual
monitors for each passenger, plus two large flat
screen monitors for use with presentations.
The mid-size business jet, Hawker 800, can make
it nonstop from San Diego to New York or Miami
with plenty of headroom to relax the entire way. A
VIP cabin layout provides seating for eight passengers with four club seats at the front of the cabin,
a three-seat settee, and a single seat at the rear of
the cabin. This plane has a fully enclosed lavatory
and an aft facing galley. This aircraft comes with
air show, an entertainment system that includes
a DVD & CD player and a fully stocked bar and
refreshment center.
Lear jets, although smaller than the Hawker
and Challenger, offer similar opulence. Seating up
to seven passengers and two crewmembers, the
Learjet 55 cruises at a speed of 530 miles per hour
at an altitude of 41,000 feet. In-cabin amenities include a refreshment center, VCR/DVD/CD player,
flight phone and private restroom.
The Citation (CJ I) boasts an interior that is a
marvel of intelligent styling, craftsmanship and
highly efficient use of space. From the cabin overhead design to details such as cabinetry, window
shades and seats, the CJ1 interior will rival that
of aircraft costing many times more. The CJ I has
ample seating for up to six adults and is ideal for
short-range trips such as Las Vegas, San Francisco
A Supplement to the San Diego Business Journal
and Baja. While enjoying this brand new aircraft,
passengers can relax and indulge in a state-of-theart entertainment system, air show and an abundantly stocked refreshment center.
Attentive Staff
The charter company’s attentive staff is another perk of private charter. Travel itineraries can be
handled by the charter company, easing stress on
passengers. The staff also can assist the traveler
in selecting the right aircraft. Unless passengers
have a specific preference, it’s best to let the operator with the charter company recommend the
aircraft that will best suit passenger needs.
The selected charter company will help travelers
plan an itinerary and vacation that is most cost-effective. The costs for chartering a flight are dependent upon the specific travel situation. Turbo-prop
aircraft such as King Airs usually fall within the
range of $1,095 to $1,450 per flight hour and only
require an hour and half of minimum flight time.
Jet aircraft – Challengers, Hawkers, Lears and
Citaitons – typically range from $1,395 to $2,850
per flight hour and the Challenger runs at about
$3,800 per flight hour.
The costs cover the flight, in flight services,
itinerary assistance and arrangements for ground
transportation. Everything can be coordinated
through one company, thus providing a more seamless travel experience. When flying commercial,
even in first-class accommodations, the services
are not as focused on the individual customer.
Security Measures
The perks continue with security measures.
Because private charter involves a substantially
reduced passenger count and a more controlled
environment, there are virtually no security lines
or delays. Travelers are allowed some latitude in
what items they may bring on board.
With just one phone call, Schubach Aviation can
arrange every detail of a business or leisure trip,
ensuring it is comfortable and hassle-free.
An advertorial submitted by Schubach Aviation.
Henry Schubach is the founder and president of
Schubach Aviation. For more information, please call
(800) 214-8215 or visit www.schubachaviation.com.
MAY 28, 2007
MAY 28, 2007
A Supplement to the San Diego Business Journal
CORPORATEPHILANTHROPY 47
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48 CORPORATEPHILANTHROPY
A Supplement to the San Diego Business Journal
MAY 28, 2007
A
S U P P L E M E N T
T O
T H E
S A N
D I E G O
B U S I N E S S
J O U R N A L
2 0 0 7
S T R U C T U R E S
A SUPPLEMENT TO THE SAN DIEGO BUSINESS JOURNAL
Welcome to downtown San Diego’s most anticipated
ownership / investment opportunity.
OFFICE COND OMINIUMS
Pre-Construction Pricing Available
OW N
YOUR
DAY.
Nine 2 Five Place
will make a bold statement at the HIGHLY
VISIBLE CORNER of 10th and B Streets (former Chicago Title
building). Exterior RENOVATION, including new facade elements, exquisite
interiors and contemporary artwork, will make Nine 2 Five Place one of the most
distinctive OFFICE CONDOMINIUMS in Downtown San Diego.
Contact our Sales Team for Information
858.453.0505
Bob Salgado I Jon Boland I Ryan Bracker I Mark Caston (retail)
ni n e 2 f i v e p l a c e . c o m
S T R U C T U R E S
May 28, 2007
Contents
Editorr ’sNote
Edito
’07 Edition of Structures Offers Examples of Building Activity,
Plus Lists From Commercial, Residential Real Estate Sectors
Welcome to the 2007 edition of
Structures, our annual spring publication that provides an in-depth look
at some of the new buildings, highways and other structures erected in the
past year or so.
We in the editorial department
at the Business
Journal are confident that our
readers will find
this special presentation worthy
THOMAS YORK of a closer look.
This was a
group effort on the part of the editorial staff, including our awardwinning group of reporters.
These are the journalists who cover San Diego County week to week,
and know the commercial and residential real estate topography inside out.
I would particularly like to thank
individual members of the editorial department for their contributions to this publication.
Assistant Managing Editor Julie Gallant deserves a hearty round
of applause, for she was responsi-
1
ble for Structures. She handled most
of the story assigning, editing and
proofing of these pages, a herculean effort given her responsibilities for other sections of the paper.
Page Designer Michael S. Domine and
Paginator Marta Klass in the production department deserve kudos, too.
Michael designed the front cover, paying homage to Liberty Station, the mega-project of the
Corky McMillin Cos., which involved the renovation of an abandoned Navy training facility.
The successful redevelopment effort has brought a surge
of renewed interest in the Point
Loma and Midway neighborhoods of America’s Finest City.
Michael was also responsible for
some of the photographs contained inside Structures, as well as the photographs that grace the front cover.
Marta was responsible for the pagination of the interior pages of Structures.
And, of course, thumbs up to
the sales staff for making this special publication possible.
In addition to our coverage of se-
lected projects, Structures contains a
bounty of lists ranging from top architectural firms to largest residential builders to largest homebuilders.
Our senior researcher, Liz Wiedemann,
along with assistant Jaimy Lee, assembled the dozen lists that comprise
half the editorial pages in Structures.
The Business Journal is known
far and wide for its industry specific lists, which readers report
they find invaluable in the day-today running of their businesses.
No other local publication offers
such a wealth of information for those
in the local business community.
Indeed, for readers who toil in
commercial and residential real estate, or those who just want to know
more about some of the more prominent projects in this economic sector, Structures should prove valuable for future reference.
Let us know what you think.
If you have comments, or suggestions, feel free to drop me
a line at [email protected].
Thomas York is editor of the
San Diego Business Journal.
Carlsbad Desalination Plant .......................2
Balboa Theatre ........................................4
Hilton Convention Center Hotel ..................5
Pacific Beacon .........................................6
Bluwater Crossing ....................................7
Journey Into Africa ..................................8
Del Norte High School ..............................9
Air Traffic Control Tower ..........................10
South Bay Expressway.............................11
Civil Engineers Awards ............................13
TheLists
Building Contractors ...............................12
Architectural Firms I...............................14
Architectural Firms II .............................16
Architectural Firms III ............................17
Commercial Property Management Cos. I ....19
Commercial Property Management Cos. II ...20
Commercial Real Estate Brokerages ...........21
Largest Construction Projects I.................22
Largest Construction Projects II ...............23
Environmental Consultants ......................24
Residential Homebuilders ........................25
Engineering Firms I ................................26
Engineering Firms II ...............................27
Residential Property Management Cos. .......28
Residential Real Estate Agencies...............29
Tenant Improvement Cos. ........................30
Commercial Developers ...........................32
On the Cover: The main photo shows corridors
adjacent to a courtyard at Liberty Station,
formerly the Naval Training Center, in Point
Loma. Below, left to right, are Liberty Station’s
courtyard, High Tech High campus, and an
office lobby.
Photography: Michael S. Domine
Building the Future of San Diego
COMMITMENT
Commercial
Education
Healthcare
High-Rise Residential
TEAMWORK
Hospitality
Mixed-Use Development
Pharmaceutical
Public Assembly
INTEGRITY
Select Turner San Diego projects clockwise from top left:
CityMark Aperture (in progress), Scripps Mercy Hospital Angiography/Nuclear Medicine Suites,
CityMark Fahrenheit, Merrill Lynch Rancho Santa Fe, WEMED, Hard Rock Hotel (in progress),
and Biogen Idec Research and Corporate Campus.
9330 Scranton Road, Suite 300 - San Diego - California - 92121 - (858) 320-4040 phone - (858) 558-4408 fax - www.turnerconstruction.com
S T R U C T U R E S
2
May 28, 2007
Rendering courtesy of Poseidon Resources Corp.
Poseidon Resources Corp. is seeking approval to build the largest seawater desalination plant in the Western Hemisphere.
Largest Desalination Plant in the West on Track for Carlsbad
Ocean Would Be Drought-Proof Resource for 50M Gallons Daily of Fresh Drinking Water
BY MICHELLE MOWAD
San Diego County may soon have a
drought-resistant water supply.
Poseidon Resources Corp., a Stamford,
Conn.-based developer of seawater desalination plants, with offices in San Diego,
is working to develop the largest seawater desalination plant in the Western
Hemisphere in North County.
Poseidon has been working with the
city of Carlsbad since 1998 on a publicprivate partnership to construct a 50-million-gallon-per-day desalination plant at
the site of the Encina Power Station adjacent to the Agua Hedionda Lagoon.
This is enough drinking water to serve
300,000 residents annually.
Scott Maloni, spokesman for Poseidon
Resources, said a desalination plant can
help offset the county’s dependency on
imported water. Up to 90 percent of the
region’s water is imported from the Colorado River and Northern California.
“This is all based on demand,” said Maloni. “There is an enormous demand in
San Diego County for a local supply.”
And the Pacific Ocean is the ultimate
drought-proof local resource, he said. The
plant will provide Carlsbad with control of
drinking water that is not dependent on
rainfall or outside suppliers.
If all things are a go, construction on
the $270 million plant could commence
early next year and be complete as early as 2009.
Poseidon has garnered support from
the city, built a pilot plant for operational and environmental effects testing, conducted environmental impact studies, selected the design/build team and signed
several sales agreements with local water
authorities. What is next is a little bit of
a waiting game.
Before construction can begin, Poseidon Resources must secure a coastal development permit from the California Coastal Commission and state Lands
Commission. The coastal commission permit application is on track to be included
as an agenda item on November’s meeting in San Diego.
Plans Flowing Along
Even without this necessary piece of
the puzzle, Poseidon is moving forward,
making its proposed vision a success.
Currently, Poseidon is running a fully
operational pilot plant on the site of the
proposed project. The pilot plant is 1/36scale of the planned facility and has been
producing 40,000 gallons of desalinated
water daily since 2003.
The plant is used to conduct studies
of potential impact to offshore reefs and
marine life when the salty residual left
Photo courtesy of Poseidon Resources Corp.
Poseidon Resources Corp. runs a pilot plant producing 40,000 gallons of desalinated
water daily. The pilot plant is 1/36-scale of the planned facility.
over or byproduct water is discharged
back into the ocean.
Just last month, Poseidon announced
the internationally-renowned team it has
selected to design, engineer, construct
and commission the Carlsbad desalination project.
The team consists of Acciona Agua, an
international desalination company with
headquarters in Spain; American Water, a
Voorhees, N.J.-based water service-provider with utility operations serving Coronado, Imperial Beach and parts of Chula
Vista and San Diego; J.R. Filanc Construction Co. Inc. based in Escondido;
and PBS&J, a provider of infrastructure
planning, engineering, construction, architecture and program management services with offices in Encinitas and San Diego.
Please turn to PLANT on Page 18
S T R U C T U R E S
May 28, 2007
3
THE ULTIMATE SKYBOX
Only the second office tower to be built in downtown
San Diego in 14 years
The only office tower with views of Petco Park’s playing
field plus the San Diego Bay and Coronado Bridge.
Balconies on every floor
15th Floor multi-use conference and entertainment
room for tenants
FIT Athletic Club - 37,000 sf high-end health club with
outdoor pool, personal trainers, classes & spa
Baseball themed main lobby
Suburban-like parking with downtown’s best ratios
Free tenant shuttle
Directly next to Park at the Park
Short walk from the Gaslamp Quarter and mass transit
stops, and easy freeway access
You should see the Diamond
from our Suites - 71% Leased
OFFICE TENANTS: CB Richard Ellis, Cox Communications -Channel 4
Studios/San Diego Interconnect Operated by Cox, Comerica Bank,
Grubb & Ellis|BRE Commercial, two prestigious San Diego Law
Firms, Inglewood Management, San Diego Training and Conference
Center, and more signing.
RETAIL TENANTS: Comerica Bank, It’s A Grind Coffee, FIT Athletic
Club, Prato Cleaners, Well Heeled Spa, and more signing.
w w w. d i a m o n d v i e w t o w e r. c o m
N OW
L E A S I N G
619-236-1231
Developed by Cisterra Partners, LLC
Kraig Kristofferson
Stacy Meronoff
CBRE
CB RICHARD ELLIS
S T R U C T U R E S
4
May 28, 2007
Michael S. Domine
Repair work is still under way on the stage at the Balboa Theatre, which will reopen at downtown San Diego’s Horton Plaza in November after a $26 million renovation.
Historic Renovation Returns Downtown Theater to Roaring ’20s Glory
Long-Forgotten Building Opening to Audiences This Year After $26M Makeover
BY JAIMY LEE
No one is quite sure why two waterfalls
flank the stage at the old Balboa Theatre
downtown. Maybe it was a way to keep
the audience cool during the vaudeville
acts of the late 1920s.
But it’s more likely that the seemingly innovative idea turned out to be more
trouble than it was worth and the Balboa may be the only theater in the United States to boast a pair of waterfalls on
either side of its 41-foot-wide proscenium.
After extensive renovation, the theater is scheduled to open with renewed
splendor in November as a venue for music, dance, film, theater or formal gatherings.
Waterfalls included, the estimated $26
million renovation of the theater, located
at the intersection of Fourth Avenue and
E Street, has been literally years in the
making. The theater was scheduled for demolition in 1959 and has been dark since
the mid-’80s when the Centre City Development Corp., which oversees downtown
redevelopment, acquired the theater.
The budget includes “hard and soft”
costs for the five construction phases —
demolition and abatement, seismic ret-
rofit, renovation, chandelier refurbishment, and marquee renovation, according
to Gary Bosse, senior project manager for
the CCDC.
Although CCDC considered finding outside interests to privately renovate, the
theater will remain a public asset; the
project was funded with tax increment financing, he added.
For years, efforts to restore the historic theater, which is listed in the National
Register of Historic Places, fell short until the CCDC board of directors authorized
the renovation of the 46,000-square-foot
building in October 2002.
Because the building was built in
1924, a seismic retrofit was needed along
with renovation of the theater’s plumbing, electricity, heating, air conditioning
and lighting, according to Robert Mather,
project director from the Phoenix-based
architecture firm Westlake Reed Leskosky.
In 2003, the CCDC hired the architecture firm, which has completed 200 commissions for historic renovations in the
past five years.
“It’s one of the more special projects
I’ve worked on,” Mather said. “It’s just really beautiful, in my opinion.”
Whittling Away
With the intent of returning the theater to a bit of its 1920s heyday condition, renovation involved stripping away
layers of its other decades. When the
white paint that coated the building was
removed, the work crew realized that the
original color of the theater is a salmoncolored hue.
Original photo negatives borrowed from
the San Diego Historical Society were the
backbone of the renovation, providing architects and designers with a glimpse of
what the theater used to look like. For
the corners and curtains that weren’t
clearly photographed, technology filled
the gap.
To reconstruct the appearance of the
original curtain, a negative with the original image was scanned into a computer
and an ink jet-like printer “printed” the
image onto a plain curtain, Bosse said.
The computer was even able to make adjustments for the folds of the cloth.
The restoration is running about $500
per square foot, including unexpected
restorations needed for murals, chandeliers, the marquee and an organ, Bosse
said.
The color scheme alone well represents
Michael S. Domine
Decorative architecture frames one of two
future waterfalls that will flank the stage
at the performing arts venue.
the Spanish Renaissance and Baroque designs. More than 22 colors make up the
Balboa’s palate and the theater itself is a
study of varnished golds, deep reds, and
bold green, pinks and oranges.
Please turn to THEATER on Page 18
S T R U C T U R E S
May 28, 2007
5
Convention Center Hilton Raises Downtown Room Count to 10K
Port District’s Incentives Include Huge Rent Discount, Parking Garage for Hotel
BY CONNIE LEWIS
Long on the drawing board as the
missing piece in the puzzle needed to
complete the lodging picture for hosting simultaneous large-scale events and
optimizing business at the San Diego
Convention Center, the 30-story Hilton
under construction on downtown’s waterfront is one of the few convention hotels in the country financed without a
municipal subsidy.
The 1,190-room, $348 million Hilton San Diego Convention Center Hotel
broke ground in December 2006. When
it’s completed in fall 2008, it will increase the number of rooms downtown
to 10,000. The 1,625-room Manchester
Grand Hyatt and the 1,362-room Marriott Hotel & Marina are the two largest
convention center hotels downtown.
“What this does is give us more
product (hotel rooms) to sell in association with future years’ business,” said
Steve Johnson , vice president of public affairs for the San Diego Convention
Center Corp., which operates and markets space at the 2.6 million-squarefoot facility. Since the large hotels
also boast an ample amount of meeting space, the bump in guest room inventory will make it easier for them
to accommodate both the convention
center’s needs and meet demands for
in-house meetings and events at the
same time, he added.
Karima Zaki, Hilton’s vice president of
hotel operations and new development
in San Diego, declined to be specific on
advance bookings, but indicated they
were good.
“We are exceptionally pleased,” Zaki
said. “We are ahead of all other market
places where new (Hilton) hotels are going up.”
The bay front Hilton was financed with
a $245 million construction loan from
San Diego National Bank and $100 million in equity capital from the hotel’s
owners, Beverly Hills-based Hilton Hotels Corp. and New York-based ING Clarion. Phelps Program Management of Aurora, Colo., is a co-developer of the project.
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When the 1,190-room Hilton San Diego Convention Center Hotel opens in the fall of
2008, it will be the third-largest convention and meeting hotel in downtown. All three
are within walking distance of the 2.6 million-square-foot Convention Center and the
bustling Gaslamp Quarter.
headquarters in Greeley, Colo., is the general contactor.
The San Diego Unified Port District,
the hotel’s landlord, is giving a $46.5
million rent reduction during the first 10
years of its 66-year lease. It is expected
that the lease will generate $6 million
annually in rent. In exchange, the owners agreed to construct a 4.3-acre park
nearby and include $2 million worth of
public art.
The port also built a 2,000-space parking garage that will accommodate the
Please turn to HILTON on Page 31
S T R U C T U R E S
6
May 28, 2007
Rendering courtesy of Clark Realty Capital
The Pacific Beacon project due to be completed at the Naval Base San Diego in 2009 will accommodate 2,000 bachelor sailors in a four-building complex.
Pacific Beacon to Provide Needed Affordable Housing to Sailors
Navy Partnering With Clark Realty on $322M, Four-Tower Project
BY MIKE ALLEN
Given the concentration of Navy personnel in San Diego, it’s fitting that the
Navy’s first-ever housing project dedicated to single sailors is under development
here.
Pacific Beacon, located at Naval
Base San Diego, formerly called the
32nd Street Naval Station, consists of
three, 18-story towers with 941 furnished apartments. It also encompasses the refurbishment of 258 apartments
at nearby Palmer Hall, for a total of
1,199 units.
The new housing is expected to accommodate 2,000 sailors, many of whom
are currently confined to living on board
their ships.
The issue that the Navy is addressing
is the lack of housing allowance for new
sailors, said Jerry Dunaway, the Navy’s
project leader on Pacific Beacon.
“Until they get to midgrade level,
which is E-4 or about four years, sailors
do not have housing allowance(s),” Dunaway said.
Yet, even for junior- and middle-grade
sailors, the allowance doesn’t go very far
in San Diego, one of the nation’s most
expensive housing markets.
One key reason the Navy selected San
Diego to build its first high-rise bachelor
quarters is that the area doesn’t offer affordable housing close to the base, Dunaway said.
The Navy was also well aware that one
of the highest quality of life issues by junior sailors is the lack of private quarters
while in homeport, said Bryan Lamb, development executive in the San Diego office
of Clark Realty Capital, the Navy’s private
partner in the Pacific Beacon project.
“The vast majority of sailors live on
board their ships even when they are in
port,” Lamb said. “The Navy has realized
that one of the biggest things that has
hurt their re-enlistment and recruitment
is this housing shortage.”
Continuing Collaboration
Including the Pacific Beacon units,
Clark Realty Capital will have developed
25,000 homes with the Navy and other
military services, the majority of which
are aimed at families. The other locations
are in Florida, Georgia, Maryland and Virginia.
Until the late 1990s, the military financed and built housing, but in 1996
Congress passed a law that permitted
partnerships with private developers to
build housing faster and cheaper, Lamb
said.
“The structure of the deal in which
the Navy is contributing the land eliminates between 20 to 30 percent of the
budget for a usual housing project,”
Lamb said.
The development cost for Pacific Beacon, including refurbishment of Palmer
Hall, is estimated at $322 million. Completion is targeted for June 2009.
One important aspect of the project
is the creation of living quarters that
include amenities found in newly developed condominium projects, such
as a sky terrace with a 25-meter outdoor lap pool, theater, game rooms, fitness rooms, lounges, mini-mart and dry
cleaners, as well as café with wireless
Internet access.
In addition, sailors will be able to purchase such services as satellite TV, highspeed Internet and maid service.
Outdoor amenities would take advantage of the great weather and include an
athletic field, running paths, basketball
courts, volleyball courts, horseshoe pits,
barbecue grilling areas, and an outdoor
living room.
The project will accommodate an asyet undetermined retail outlet that may
include a fast-food restaurant and other
services sailors need, Lamb said.
“They’ve designed the complex to contain every bit of the same quality that
they have in the private sector,” Lamb
said. “It has everything you can imagine
in a Class A condominium.”
Dunaway said the apartments will contain two bedrooms with private bathrooms, fully equipped kitchens and washers and dryers. Because the Navy now has
women sailors, the project will also be coed, but the individual apartments will be
assigned by same sex, he said.
“We’re thinking of separating the sexes
by floors,” Dunaway said.
Another aspect of the project expected to improve the Navy’s retention rates
is the inclusion of classroom space where
sailors would take classes, upgrading
skills through the Navy’s consortium of
colleges, the University of Phoenix, and
National University.
Rendering courtesy of Clark Realty Capital
Among the amenities at Pacific Beacon is a resort-style swimming pool, three fitness
centers, spacious lounges, a coffee bar, classrooms and a theater.
S T R U C T U R E S
May 28, 2007
7
Condo Dwellers Won’t Have to Leave Home to Work or
Drive a Car to Get Downtown
Mixed-Use Bluwater Crossing Proposed in Carlsbad Combines Lofts, Ground-Level Work Space
BY KATIE WEEKS
A condominium development proposed in Carlsbad will allow residents
there to drop off their children at day
care, grab a donut and hop a train for a
meeting without getting into a car.
Costa Mesa-based Trammell Crow Residential is marketing its $60 million
Bluwater Crossing project as the first
live/work development along a Coaster
commuter train stop in Carlsbad — and
perhaps in all of North County.
Bob LaFever, project manager, said
the firm will likely break ground within
a month near Avenida Encinas and Embarcadero Lane.
Once they receive the final nod
from the city of Carlsbad, Trammell
would construct 13 buildings to include 21,600 square feet of commercial space and a 3,600-square-foot
day-care center.
There will be 78 residential units in
all, including 15 two-story town homes
and 51 lofts. The lofts will feature a
ground-level work space for homebased businesses.
Bluwater will also have an underground parking garage with 151 stalls
for residents and day-care employees
and 107 parking spots for retail cus-
Rendering courtesy of Trammell Crow Residential
Trammell Crow Residential’s proposed Bluwater Crossing project would be built near Avenida Encinas and Embarcadero Lane in
Carlsbad, if it receives approval from city officials.
tomers and guests.
LaFever said he can’t yet say how
much each unit will sell for, but he said
Bluwater might appeal to home-based
business owners, insurance salespeople, architects, interior designers or
PCL Construction Services, Inc. (San Diego) Ph. (858) 657-3400
“anyone who needs about 1,000 square
feet of work space and would like to
work from home.”
Appeal For Commuters
He said Orange County or Los Angeles
residents and employees might be inter-
ested as well, since the Carlsbad Poinsettia Coaster station could provide access
to meetings in those areas. The Coaster
can also be taken to downtown San Diego, where one could catch the trolley,
he said.
Please turn to BLUWATER on Page 20
S T R U C T U R E S
8
May 28, 2007
New Tour Ride Brings Park Visitors Closer to Its Wild Animals
Journey Into Africa Replaces Longer Wgasa Railway That Included Exhibits of Asia
BY DARRYN BENNETT
Last March, the San Diego Wild Animal
Park shut down the 32-year-old Wgasa
Bush Line Railway and unveiled the new
Journey Into Africa tour in an effort to
offer park visitors more “up-close and
realistic encounters” with some of the
more than 400 species that inhabit the
park.
Visitors to the Wild Animal Park in
San Pasqual Valley, located near Escondido, take the tour aboard African Express vehicles. The tour departs from a
new boarding station near the lion exhibit and shuttles passengers through 213
acres of African-only animal exhibits,
showcasing the diversity of the secondlargest continent on Earth.
Redwood City-based Rudolph and
Sletten General Contractors Inc., which
has a regional office in San Diego, is
serving as the construction manager for
the $28.8 million project launched in
September 2005.
“It’s a unique project,” said Bob
Boyles, senior superintendent at Rudolph and Sletten’s San Diego office. “It’s not every project where you
are charged by rhinos and white-lipped
deer.”
The new tour, the park’s largest
project in its 35-year history, opened
March 14, but before its completion,
the general contractor constructed
Renderings courtesy of Zoological Society of San Diego
The San Diego Wild Animal Park has opened its new Journey Into
Africa tour that takes park visitors through exhibits of Africa’s desert, veldt, forest and mountain habitats. Right, one of five African
Express vehicles carries passengers on the half-hour tour.
a monorail link to allow the existing
Wgasa tour to remain running during
construction.
Discontinued after the Wgasa line
stopped operating, the link included a
concrete bridge spanning 70 feet with
concrete walls on both sides and en-
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abled the train ride to
operate in half of the
original tour.
Now in full operation, there are several differences between the new vehicles powered by
biodiesel, an alternative fuel produced
from soybean oil, and the retired Wgasa Bush Line Railway trains.
Unlike the Wgasa line trains that followed a 5-mile, 50-minute monorail
track route around the perimeter of the
park, the five African Express vehicles
carrying 104 passengers run on wheels
and follow a shorter 2.5-mile, 30-minute route along a concrete road bed
100 feet to 300 feet closer to the animal exhibits.
In fact, park officials said, the only
way to view the animals from a closer distance is to go on a photo caravan costing
$90 to $130 per person.
Park staff said they believe the closer
contact with the animals, especially the
large ones, such as cheetahs, lions, giraffes and rhinoceroses, improves the entertainment and education opportunities
Please turn to TOUR on Page 27
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S T R U C T U R E S
May 28, 2007
9
Poway Unified Buffs Out $100M High School
With Tech, Energy Amenities
District Plans a Series of ‘Earth-Friendly’ Projects
BY JESSICA LONG
To prepare students for future advances, a North County school district
has embarked on building nothing less
than a next-generation training ground
rich in technology advances and energy-saving attributes.
The $100 million project, Del Norte
High School, expected to open in fall
2009, is under construction on a 62acre site in 4S Ranch. The masterplanned San Diego suburb sits just west
of Interstate 15 but falls under the jurisdiction of the Poway Unified School
District.
Working on such a large project is familiar territory for the district, which
has opened four new schools and rebuilt a fifth, all within the past five
years.
But unlike most projects, Del Norte is
among the first group of Poway schools
to be designed using guidelines from
the Collaborative for High Performance
Schools, or CHPS.
Poway Unified School District plans to open Del Norte High School in time for the 2009-2010 school year. The campus, as shown
in the rendering above, will serve the 4S Ranch community.
CHPS is education’s equivalent of the
U.S. Green Building Council’s Leadership in Energy and Environmental Design
guidelines that pertain to high-performing, environmentally-friendly commercial
buildings.
“The CHPS guidelines have been very
effective in looking at how school construction and operation can be more
earth-friendly,” said Project Manager Ken
Miller, an employee of Poway Unified,
Rendering courtesy of PUSD and NTDStichler San Diego
which adds its fifth comprehensive high
school with Del Norte.
Also in 4S Ranch, not far from Del
Norte, is the CHPS-inspired Poway district school, Monterey Ridge Elementary,
which opened last fall.
Two more, Del Sur and Willow Grove elementaries, are under construction in a
developing area just south of 4S Ranch
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Please turn to SCHOOL on Page 27
S T R U C T U R E S
10
May 28, 2007
Navy Personnel Have Better Than Bird’s-Eye View in Control Tower
NAS North Island Structure Improves Upon Visibility and Training Capabilities
BY ANDY KILLION
According to U.S. Navy Chief Dennis Guivara, the best view in San Diego
isn’t from the top of Mount Soledad. It’s
from the top of the new 150-foot-tall
control tower at the Naval Air Station
North Island in Coronado.
“I can see everything, 360 degrees,”
said Guivara, such as “Point Loma, the
(Pacific) ocean, the Coronado Islands
on a clear day and, of course, all of
downtown and Shelter Island. You can
see all the fireworks from here.”
The previous control tower at the
base was not the best structure for
managing air traffic operations, Guivara
said, and there was no such panorama
to be enjoyed.
“We had a lot of dead spots and blind
spots in our vision (in the old tower),”
said Guivara. “There were landing areas
that weren’t even visible. It’s so much
more manageable now.”
But it’s not all sunsets and fireworks
for personnel inside the tower, overseeing between 7,000 and 8,000 aircraft
operations monthly and monitoring numerous ground vehicles at all times,
not to mention the constant training of
new air traffic controllers.
“In our job, we’re always training people and that was one major issue (with the old tower),” Guivara
said. “The space inside (the old tower)
wasn’t conducive to training every person at the same time. Here, you don’t
have that obstacle; we can train all of
our people in one spot with no hesitation.
“It’s a great facility for training
youngsters,” he added. “The Navy really equipped us to do our job.”
$24M Contract
The San Diego arm of Kansas City,
Mo., contractor Burns & McDonnell Inc.
was awarded the $24.2 million contract to design and construct the tower,
build a cargo plane maintenance hangar and renovate taxiways on Dec. 30,
2005, according to the U.S. Department
of Defense Web site.
Guivara said that work on the taxiway
and tower cost a total of $11.5 million
and was completed and staffed by February 2006.
Naval Facilities Engineering Command,
Southwest Division awarded the contract.
Ross Pritchard, associate vice president
and San Diego office manager at Burns &
McDonnell, said the firm did a “shadow
study” with the Navy before building the
tower, to demonstrate visibility from the
tower.
“You load the information into a
computer model, such as height and location,” said Pritchard. “Then, you consider all the surrounding buildings. It
basically finds lines of sight — minimizes the blind spots for the air traffic
controllers.”
The tower also required special military considerations, such as blast resistance, or “force protection,” said
Pritchard.
Local subcontractors Diamond Lane
Contractors of San Marcos handled
civil contracting work and Brady Co.
of La Mesa did interior finishes on the
tower.
Photo courtesy of Burns & McDonnell
The 150-foot-tall air traffic control tower at the Naval Air Station North Island
gives controllers clear views of approaching aircraft as well as a good look at the
downtown San Diego skyline.
Radar Infrastructure Retained
According to Pritchard, the original 90-foot-tall air traffic control tower was demolished down to a height
of 25 feet and fitted with a new roof,
leaving its radar infrastructure intact
and connecting it to the new control
tower.
“To relocate (the radar infrastrucPlease turn to TOWER on Page 20
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S T R U C T U R E S
May 28, 2007
11
South Bay Expressway Gears Up for Summer Opening
Toll Road Designed to Speed Travel Near the Border Crossing
BY LIZ WIEDEMANN
All roads may lead to Rome, but some
sure are faster to travel than others.
The nearly completed South Bay Expressway, a 10-mile toll road that will
run from state Route 54 in Spring Valley
to state Route 905 near the U.S.-Mexico
Otay Mesa border crossing, might be the
alternative that Interstate 805 commuters have been seeking.
A project penciled in on the map since
1959, the toll road has been made possible through a public-private partnership between the state of California and
California Transportation Ventures Inc.,
the sole general partner of San Diego Expressway Ltd. Partnership.
The expressway entails a southern extension of the state Route 125 corridor,
which is costing $635 million to construct.
“Public funds have never been available to build the road, so we’re investing the private capital, and then we enter
into a 35-year lease with the state,” said
Chief Executive Officer Greg Hulsizer.
During a period of 35 years, private investors will charge tolls to repay project costs and pay what they hope to be
a reasonable return on investment before turning the road over to the state in
2042, Hulsizer said.
The toll road will benefit most everyone, and it’s designed to be the “road for
everybody,” said Hulsizer.
Once open, the expressway will reduce
the drive time from state Route 54 to
Otay Mesa to 10 minutes from 30 minutes on average, according to marketing
research.
Drivers can bypass the attendant by
opening a FasTrak account, an electronic
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toll collection system that allows motorists to sidestep the tollbooth at highway
speeds at a discount.
Promoting Passes
Joaquin Luken, the expressway’s business development representative, has
been working to promote FasTrak memberships for commuters in Otay Mesa, industrial Chula Vista and new warehouse
districts in the region.
“FasTrak is economical for even onetime users because you put money on it
and use it like a debit card,” said Luken.
“There is no minimal usage requirement
or expiration date.”
Hulsizer said the new route offers economic development opportunities while
catering to existing retail hubs such as
Otay Ranch Town Center.
“We’ve created thousands of construction jobs, put money into the economy
through workers’ housing and construction fees, and for years to come we’ll
have a continuance of home building in
the EastLake, Otay Ranch areas,” said
Hulsizer.
The road will also serve families attending two schools in Chula Vista — the
new Mater Dei High School, set to open
this fall, as well as Olympian High School,
which opened this year.
“Our project is so well-supported by
the city of Chula Vista’s well-planned infrastructure, and that support is very
symbiotic,” said Luken.
For instance, Craig Ruiz, principal community development specialist for the Chula Vista community development department, said the Otay Ranch Town Center is
counting on the road bringing in customers almost immediately.
Please turn to ROAD on Page 18
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The nearly completed South Bay Expressway, designated state Route 125, which runs
parallel to Interstate 805, is expected to reduce the drive time from state Route 54
to Otay Mesa.
S T R U C T U R E S
12
May 28, 2007
BUILDING CONTRACTORS
Ranked by 2006 gross revenues from San Diego County offices
2
Lusardi Construction Co.
(2)
1570 Linda Vista Drive, San Marcos 92078
www.lusardi.com
3
DPR Construction Inc.
(5)
6333 Greenwich Drive, #170, San Diego 92122
www.dprinc.com
4
Swinerton Builders
(6)
17140 Bernardo Center Drive, #216, San Diego 92128
www.swinerton.com
5
Reno Contracting Inc.
(9)
6
1450 Frazee Road, #100, San Diego 92108
www.renocon.com
Soltek Pacific
(4)
2424 Congress St., San Diego 92110
www.soltekpacific.com
7
Roel Construction Co. Inc.
(3)
3366 Kurtz St., San Diego 92110
www.roel.com
8
Harper Construction Co. Inc.
(7)
2241 Kettner Blvd., #300, San Diego 92101
9
Ledcor San Diego Construction Group
(8)
10
(10)
11
(11)
12
(12)
13
(14)
14
(15)
15
(13)
16
(17)
17
(21)
18
(24)
19
(NR)
20
(16)
21
(18)
22
(22)
23
(19)
24
(NR)
25
(23)
9466 Black Mountain Road, #200, San Diego 92126
www.ledcor.com
Bycor General Contractors
6490 Marindustry Place, San Diego 92121
www.bycor.com
T.B. Penick & Sons Inc.
9747 Olson Drive, San Diego 92121
www.tbpenick.com
Sundt Construction
1660 Hotel Circle N., #400, San Diego 92108
www.sundt.com
Pacific Building Group
9752 Aspen Creek Court, #150, San Diego 92126
www.pacificbuildinggroup.com
Erickson-Hall Construction Co.
500 Corporate Drive, Escondido 92029
www.ericksonhall.com
PCL Construction Services Inc.
4690 Executive Drive, #100, San Diego 92008
www.pcl.com
Jaynes Corp.
111 Elm St., fourth floor, San Diego 92101
www.jaynescorp.com
Grant General Contractors
5051 Avenida Encinas, Carlsbad 92008
www.grantgc.com
C.W. Driver
750 B St., #1420, San Diego 92101
www.cwdriver.com
Whiting-Turner Contracting Co.
11455 El Camino Real, #145, San Diego 92130
www.whiting-turner.com
Johnson & Jennings General Contracting
6165 Greenwich Drive, #180, San Diego 92122
www.johnsonandjennings.com
Clark Construction Group - Calif. LP
4225 Executive Square, #325, La Jolla 92037
www.clarkconstruction.com
McCarthy Building Cos. Inc.
6165 Greenwich Drive, #340, San Diego 92122
www.mccarthy.com
Good & Roberts Inc.
1330 Park Center Drive, Vista 92081
www.goodandroberts.com
Davis & Adams Construction Inc.
7986 Dagget St., San Diego 92111
www.davisadams.com
Burger Construction
437 S. Highway 101, #110, Solana Beach 92075
www.burgercon.com
Governmental
10760 Thornmint Road, San Diego 92127
www.debinc.com
Commercial
Barnhart Inc.
(1)
Telephone
Fax
Local
1
Company
Address
Web site
Contracts
awarded:
• 2006
• 2005
$ Millions
• % change
(loss)
Subcontracted
Rank
(last year)
Percentage of 2006
projects
Gross
revenues:
• 2006
• 2005
$ Millions
• % change
(loss)
(858) 385-8200
(858) 385-8201
$466.78
$486.40
(4)
$589.10
$732.83
(20)
100
80
8
92
383
452
(760) 744-3133
(760) 744-9064
$266.65
$274.93
(3)
$217.70
$282.00
(23)
59
78
98
2
232
399
(858) 597-7070
(858) 597-7001
$219.43
$179.94
22
$238.00
$210.00
13
99
80
100
0
275
1,505
(858) 622-4040
(858) 622-4044
$207.50
$142.90
45
$216.90
$184.30
18
91
86
97
3
99
1,300
(619) 220-0224
(619) 220-0362
$198.50
$113.77
74
$161.00
$201.92
(20)
100
88
100
0
73
75 (2)
(619) 296-6247
(619) 296-7109
$192.58
$195.68
(2)
$113.37
$169.32
(33)
78
85
6
94
327
531
(619) 297-4156
(619) 297-1522
$191.86
$202.28
(5)
$286.74
$205.34
40
72
84
100
0
210
308
(619) 233-7900
(619) 233-1889
$178.16
$128.24
39
$161.24
$101.64
59
49
78
43
57
64
103
(858) 566-6030
(858) 566-1003
$133.82
$117.38
14
$48.00
$165.00
(71)
70
100
100
0
73
4,500
(858) 587-1901
(858) 587-1903
$117.73
$85.73
37
$116.30
$111.59
4
98
0
95
5
150
150
(858) 558-1800
(858) 558-1881
$107.50
$85.09
26
$137.50
$64.41
113
100
100
35
65
400
450
(619) 321-4800
(619) 321-4900
$89.82
$63.00
43
$91.17
$149.09
(39)
na
na
na
na
130
1,600
(858) 552-0600
(858) 552-0604
$66.26
$64.92
2
$64.74
$94.00
(31)
100
76
100
0
155
155
(760) 796-7700
(760) 796-7750
$61.75
$55.56
11
$81.57
$46.60
75
85
70
25
75
120
140
(858) 657-3400
(858) 657-9444
$60.95
$57.65
6
$29.03
$108.18
(73)
100
85
81
19
52
2,500
(619) 233-4080
(619) 234-4090
$59.26
$47.58
25
$52.05
$53.05
(2)
80
75
29
71
91
467
(760) 438-7500
(760) 438-3056
$58.56
$38.88
51
$38.50
$61.20
(37)
15
100
100
0
30
30
(619) 696-5100
(619) 696-5110
$57.27
$31.33
83
$127.00
$63.00
102
14
90
17
83
25
199
(858) 792-0600
(858) 792-9600
$51.65
$17.49
195
$68.05
$44.49
53
92
0
65
35
24
2,800
(858) 623-1100
(858) 623-1108
$48.00
$48.00
0
$53.00
$51.00
4
100
80
100
0
46
46
(858) 202-0639
(858) 658-0659
$38.45
$45.43
(15)
$250.20
$52.23
379
2
100
28
72
25
1,300
(858) 784-0347
(858) 784-0380
$36.00
$36.13
(0)
$120.00
$38.50
212
100
75
60
30
41
2,519
(760) 598-7614
(760) 598-7659
$33.47 (3)
$51.62
(35)
$25.79
$56.00
(54)
89
85
95
5
73
75
(858) 268-9831
(858) 268-9959
$32.62
$26.41
24
$35.11
$28.24
24
82
89
91
9
49
49
(858) 755-1800
(858) 755-2801
$30.92 (4)
$19.23
61
$34.50
$32.00
8
100
0
90
10
24
24
wnd Would not disclose
na Not available
(NR) Not ranked
Notes: Webcor Builders, No. 20 on last year's list, declined participation in this year's list. Morrissey Construction Co. Inc., No. 25 on
last year's list; Xnergy, not ranked last year; and I.E. - Pacific Inc., not ranked last year, returned surveys but did not qualify for the
list.
Sources: The companies and CPA/CFO attested statements.
• Largest
Number of
project under
offices:
Number of
construction
• Local
employees as of
• Square
• Statewide
Year
May 1, 2007:
footage
• Companywide
Local
established
• S.D. County
• Cost
locally
• Companywide
$ Millions Project specialties (1) • Headquarters executive(s)
Del Norte High
School
196,110
$102
Park at Aspen
Lake
457,000
$32
Intuit Inc., San
Diego campus
440,500
$40
Hotel del
Coronado Spa &
Fitness Center
and North Beach
Village
80,709
$54
DiamondView
Tower
325,000
$100
Scripps Ranch
Middle School
152,000
$63
Agua Caliente
Hotel & Spa
552,000
$156
Los Angeles
Southwest
College
265,000
$64
West Ocean
Towers, phases I
and II
676,612
$91
Village at
Briercrest
118,250
$25
North Coast
Calvary Chapel
566,280
$16
UC San Diego
East Campus
Graduate Student
Housing
400,000
$66
General building,
engineering, construction
and program
management
Full-service general
contractor, all
commercial and
industrial construction
LEED CI certification for
administration, training,
IT, cafeteria, and other
ancillary space
1
6
6
San Diego
1
2
4
San Marcos
1
6
10
Redwood City
General contracting,
pre-construction
services, estimating,
tenant improvements and
special projects
1
8
15
San Francisco
Commercial build-to-suit
projects, light and heavy
industrial and tenant
improvement projects
General construction,
tenant improvements and
special projects
1
2
2
San Diego
1
2
3
San Diego
1
3
5
San Diego
Design-build general
contractor, military,
commercial, industrial,
educational, churches
Douglas Barnhart,
Tex Barnhart,
William Sharp
1983
John Dempsey
1958
Jay Leopold,
Scott Strom,
Frank Jones
1992
Don Adair
1993
Matthew Reno,
Walt Fegley,
Linda Melemed
1993
Stephen W.
Thompson
1974
Wayne Hickey
1959
1
1
1
San Diego
Jeffrey Harper
1974
Tilt-up industrial
buildings, Class A office
buildings, tenant
improvements, high-rise
residential, mixed-use
1
2
15
San Diego
John Helliwell,
Dave Petty,
Andy Feth
2003
Shell, tenant
improvement, renovation,
commercial construction
1
1
1
San Diego
2
4
4
San Diego
Richard Byer,
Scott Kaats
1981
John Boyd
1905
Design-build
construction, historical
renovation, public works
General contracting,
structural and innovative
concrete, design-build
Education, corporate
office buildings,
1
community college,
3
Jon Wald
health care, hospitality,
6
transportation, parking
Tucson, Ariz.
structures
Corporate headquarters,
1
LabCorp, Evening medical
Gregory Rogers,
facilities, Class A
1
Creek facility
Jim Roherty,
office improvements,
1
110,000
Bill Hansen
biotech,
industrial,
retail
San Diego
$7
centers
Bonsall
Educational
facilities,
fire
2
Elementary
stations, churches,
3
School
Dave Erickson
libraries, museums,
3
85,000
parks and recreation
Escondido
$22
Aria
Commercial, industrial,
1
condominiums
health care, office
2
Darin Chestnut
303,955
buildings, high-tech,
26
$49
multifamily, public works
Denver
Libraries, higher
1
Village Walk at
1
educational facilities,
Eastlake
Richard Cohen
religious facilities, office
5
160,000
buildings, labs
Albuquerque, N.M.
$23
West Pointe
Retail, industrial, office,
1
Business Center educational and religious
1
James Grant
50,104
facilities, auto
1
$9
dealerships
Carlsbad
Miramar College
Commercial, retail,
1
Hourglass Field
health care,
4
Joe Grosshart
House
entertainment,
4
65,000
educational facilities
Pasadena
$24
Hines: La Jolla
1
Commons Office LEED-certified 15-story
4
Steve Likins
Tower
office tower
26
360,295
Baltimore
na
Tenant improvements,
Ophthonix
renovations, hospitality,
1
headquarters
retail, health
1
Jackie Jennings
building
care/bioscience,
1
75,000
educational,
San Diego
$2
industrial/R&D
Health care, hospitality,
1
Richard Heim,
Pacific Beacon education, government,
3
Alan Petrasek,
1,557,000
historic renovation,
9
Carlos Gonzalez
$250
design-build, sports,
Bethesda, Md.
seismic rehabilitation
1
Rancho Springs
Health care, parking
4
Ronald Hall,
Medical Center
structures, education,
10
Russell Hamilton
75,000
commercial
St. Louis
$32
Motorola, San
1
Diego
General building, biotech,
1
headquarters
pharmaceutical, tenant
Tim Umbarger
1
220,000
improvements
Vista
$8
1
Acie Davis,
Grand Pacific
Ground up, tenant
1
Sonny
Resorts, Marbisa improvement, hospitality,
1
Talamantes,
38,642
R&D lab
San Diego
Erik Durkin
$6
Tenant improvement,
1
Reef Apparel
construction for
1
Jack Burger,
59,260
commercial office and
1
Herb Krul
$3
industrial space
Solana Beach
1947
1984
1998
2003
2001
1982
1997
2004
1981
2000
2005
1979
1989
1992
It is not the intent of this list to endorse the participants nor to imply a firm's size or numerical rank indicates its quality.
(1) This is a partial listing.
(2) The employees who work in the company's Temecula office also work part time in the San Diego County office.
(3) Company did not have fiscal year revenue prepared, therefore figure represents 11-month period.
(4) As of April 30, 2007.
Researched by Jaimy Lee
May 28, 2007
S T R U C T U R E S
Liberty Station Wins Top Honors at
Local Engineering Awards Ceremony
Annual Event Recognized County’s
Construction Achievements of 2006
The American Society of Civil Engineers
San Diego Section hosted its 17th annual
awards dinner May 12 honoring the county’s top engineering projects of 2006.
Liberty Station in Point Loma captured Project of the Year honors for RBF
Consulting, which has 14 Western offices, including ones in Carlsbad and San
Diego.
Outstanding project awards were given to Simon Wong Engineering for the
Agua Hedionda Lagoon Railroad Replacement Bridge between Oceanside and San
Diego and East/West Olympic Parkway
Pedestrian Bridges in Otay Ranch; T.Y.
Lin International’s San Diego office for
the Camino del Sur Bridge over Lusardi Creek; the city of San Diego for Lisbon Street roadway and utility improvements; San Francisco-based URS Corp.
for Mira Sorrento Place roadway improvements; Black & Veatch Corp.’s San
Diego office for the Rancho Penasquitos
pressure control and hydroelectric facility; and Kimley-Horn & Associates’ San
Diego office for resurfacing a runway at
Lindbergh Field.
An additional 13 projects received
awards of excellence, awards of merit or
honorable mentions. Awards were presented at the Sheraton San Diego Hotel
& Marina to the following recipients:
Project Of The Year
Liberty Station – RBF Consulting: The
city of San Diego and the Corky McMillin
Cos. partnered to transform the 361-acre
Naval Training Center into a mixed-use
waterfront community renamed Liberty Station. Demolition, rehabilitation,
preservation and new construction required ingenuity on a number of technical issues and constraints involving life
safety, soil liquefaction, drainage and
historic resources.
The NTC Historic District, made up
of 52 buildings, will be adaptively reused, and the waterfront will be open
to the public for the first time in more
than 80 years. The $850 million project is expected to create 8,000 permanent jobs, and is one of the most successful military base re-use projects in
the country.
Outstanding Projects
• Agua Hedionda Lagoon Railroad Replacement Bridge — Simon Wong Engineering: Trains can now run at full speed
on a new bridge that contains the longest
concrete span in use on the North County Transit District’s coastal railroad line
from Oceanside to San Diego. The main
span clears the channel mouth, minimizing impacts to sensitive wetlands.
• Camino del Sur Bridge over Lusardi Creek — T.Y. Lin International: The
main span of this 728-foot-long bridge
over Lusardi Creek Canyon and the San
Diego Aqueduct is the longest of its type
ever constructed in San Diego County.
The three-span configuration combined
with an arched superstructure gives the
bridge a graceful appearance with cleanflowing lines.
• East/West Olympic Parkway Pedestrian Bridges — Simon Wong Engineering: Thanks to these two pedestrian bridges, crossing the busy, six-lane
Olympic Parkway is now easier and safer for bicyclists, hikers and students at
Otay Ranch High School. The bridges
offer unique views of wetlands and natural slopes.
• Improved Runway Safety Area (Engineered Material Arresting System) — Edwards & Kelcey Inc.: The overrun area at
San Diego’s land-constrained airport is
shorter than the Federal Aviation Administration’s standard of 1,000 feet beyond
the end of the runway. Thus, innovative
approaches were needed to improve the
system that decelerates and safely stops
aircraft in danger of traveling beyond airport limits. A new localizer also increased
the dependability of the guidance signal
for pilots.
• Lisbon Street Roadway & Utility Improvements — City of San Diego: Many
public improvements were lacking along
Lisbon Street, including sidewalks, gutters and well-defined transit stops. An innovative, three-lane design increased capacity but minimized right-of-way needs.
Electric, phone and cable utilities were
placed underground simultaneously in
the same city-managed construction contract.
• Mira Sorrento Place Roadway Improvement — URS Corp.: Sandwiched
between existing developments, utility easements and high-velocity drainage channels, Mira Sorrento Place was
designed to close a critical gap in traffic
circulation. Drivers can now access Interstate 805 without crossing Mira Mesa
Boulevard, which reduces travel time
and congestion.
• Rancho Penasquitos Pressure Control
and Hydroelectric Facility — Black & Veatch Corp.: Not simply a water diversion
system, this facility also generates 4.5
megawatts of electricity, which is equivalent to the demand of 5,000 homes. The
hydroelectric turbine has zero emissions
and generates up to $1.6 million annually in power sales from a completely renewable energy source.
• Resurface Runway 9-27 & Taxiway B
— Kimley-Horn & Associates: San Diego
International Airport is the busiest single-runway commercial-service airport
in the country. The paving work done at
the airport was constructed in five-hour
increments at night to avoid interference with operations. Product innovations included a new asphalt concrete
mix design to improve durability.
Please turn to AWARDS on Page 31
13
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S T R U C T U R E S
14
May 28, 2007
ARCHITECTURAL FIRMS
Ranked by total number of local staff as of April 1, 2007
2
HDR Architecture Inc.
(2)
8690 Balboa Ave., San Diego 92123
www.hdrinc.com
3
Carrier Johnson
(3)
1301 Third Ave., San Diego 92101
www.carrierjohnson.com
4
Architects Delawie Wilkes Rodrigues
Barker
(4)
2265 India St., San Diego 92101
www.a-dwrb.com
5
HMC Architects
(6)
1010 Second Ave., #810 West Tower, San Diego
92101
www.hmc.architects.com
6
Austin Veum Robbins Partners
(5)
600 W. Broadway, #200, San Diego 92101
www.avrp.com
7
Graham Downes Architecture Inc.
(13)
1600 National Ave., San Diego 92113
www.grahamdownes.com
8
JCJ Architecture Inc. (2)
(9)
3838 Camino del Rio N., #361, San Diego 92108
www.jcj.com
9
Childs Mascari Warner Architects (3)
(18)
10
1717 Kettner Blvd., #100, San Diego 92101
www.a-architects.us
JMA Architects (4)
(16)
919 Fourth Ave., #200, San Diego 92101
www.jmaarch.com
11
Nadel Retail Architects LLP (5)
(10)
12
(11)
13
(12)
14
(17)
15
(14)
16
(15)
17
(19)
18
625 Broadway, #1025, San Diego 92101
www.nadelarc.com
Smith Consulting Architects
12220 El Camino Real, #200, San Diego 92130
www.sca-sd.com
KMA Architecture & Engineering
1515 Morena Blvd., San Diego 92110
www.kma-ae.com
Joseph Wong Design Associates Inc.
2359 Fourth Ave., #300, San Diego 92101
www.jwdainc.com
SGPA Architecture and Planning
1545 Hotel Circle S., #200, San Diego 92108
www.sgpa.com
Research Facilities Design
3965 Fifth Ave., #300, San Diego 92103
www.rfd.com
Ferguson Pape Baldwin Architects
(6)
701 B St., #200, San Diego 92101
www.fpbarch.com
Moon Mayoras Architects Inc.
(20)
655 G St., Suite A, San Diego 92101
www.moonmayoras.com
19
Martinez + Cutri Architects
(7)
750 B St., #1700, San Diego 92101
www.mc-architects.com
20
Roesling Nakamura Terada
Architects
(8)
363 Fifth Ave., #202, San Diego 92101
www.rntarchitects.com
50
305
35
65
0
Education facilities: 72%
Health care facilities: 28%
•
•
•
•
(858) 712-8400
(858) 712-8333
98
93
5
12
5,900
50
48
2
Medical facilities: 70%
Biotechnology: 20%
•
•
•
•
(619) 239-2353
(619) 239-6227
76
90
(16)
20
105
60
40
0
Public: 38%
Mixed-use/hospitality: 34%
•
•
(619) 299-6690
(619) 299-5513
63
72
(13)
22
63
80
20
0
High-tech: 59%
Education: 17%
•
•
(619) 744-4077
(619) 744-4076
56
54
4
na
420
na
na
na
Schools: 75%
Medical facilities: 25%
•
•
(619) 231-1960
(619) 231-1920
51
65
(22)
9
70
na
na
na
High-rise offices/
residential: 50%
Corporate: 30%
•
•
(619) 234-2565
(619) 234-2568
49
32
53
5
53
18
80
2
Hotels/resorts: 50%
Retail: 35%
•
•
NacionalHaus, WonderHaus Tower,
Hotel La Jolla
Graham
Downes
1994
(619) 282-9922
(619) 282-6678
36
35
3
10
210
35
60
5
Hotels/resorts: 65%
Civic/governmental: 14%
•
•
•
Pala Resort and Casino, San Diego
International Airport Terminal 2,
Florence Griffith Joyner Elementary
School
Richard A.
Blackman
1947
(619) 814-0080
(619) 814-0081
36
30
20
9
36
36
36
28
Medical facilities: 70%
Commercial/retail: 20%
•
•
•
Pinnacle Executive Centre, Palomar I. Simon Warner
Pomerado Health Rancho
and Douglas
Penasquitos Satellite Campus and
Childs
Medical Education Center
1989
(619) 398-8320
(619) 398-8322
35
31
13
7
175
na
na
na
na
•
•
•
(619) 232-8424
(619) 232-7179
35
35
0
6
250
70
30
0
Retail: 50%
Mid- to low-rise: 30%
•
•
•
•
Liberty Station Marketplace, Hyatt Page Winkler
Senior Housing Tower, Lowe's
and Ron Gross
Improvement Warehouse
1998
(858) 793-4777
(858) 793-4787
33
33
0
17
35
80
20
na
Office: 40%
Retail: 30%
•
•
•
•
Arena Pharmaceuticals, Viasat Inc., Cheryl D. Smith
Callaway Golf corporate
1988
headquarters
(619) 276-7710
(619) 276-7715
33
33
0
10
33
85
15
0
High-rise offices/
residential: 30%
Civic/governmental: 20%
•
•
•
(619) 233-6777
(619) 237-0541
32
30
7
12
90
95
0
5
Hotels/resorts: 45%
High-rise offices/
residential: 30%
(619) 297-0131
(619) 294-9534
31
31
0
18
52
60
40
0
Retail: 65%
Education: 15%
(619) 297-0159
(619) 294-4901
31
31
0
7
31
1
97
2
Laboratory buildings: 70%
Biotechnology: 30%
(619) 231-0751
(619) 231-4396
30
29
3
12
30
90
10
0
Biotechnology: 30%
Mid- to low-rise offices:
20%
•
•
(619) 235-9780
(619) 235-9773
30
26
15
7
32
na
na
na
Medical facilities: 100%
•
•
(619) 233-4857
(619) 233-7417
26
52
(50)
10
26
80
20
0
High-rise offices/
residential: 45%
Schools: 35%
•
(619) 233-1023
(619) 233-0016
26
40
(35)
8
28
60
40
0
Civic/governmental: 50%
Schools: 25%
•
In case of a tie, firms are ranked by licensed architects and then alphabetically.
wnd Would not disclose
na Not available
Notes: Rob Wellington Quigley, FAIA, No. 39 on last year's list, declined participation this year.
Source: The firms.
It is not the intent of this list to endorse the participants nor to imply a company’s size or numerical rank indicates its quality.
(1) Top two categories listed.
•
•
•
•
•
•
Forensic
127
111
14
Project specialties:
Percentage (1)
Landscaping
(858) 565-4440
(858) 569-3433
Telephone
Fax
Construction
mgmt.
Interior design
9655 Granite Ridge Drive, #400, San Diego 92123
www.ntdstichler.com
Space planning
NTDStichler Architecture
(1)
Land planning
1
Firm
Address
Web site
Other services covered
Engineering
Rank
(last year)
Total number of
local staff:
Percent of billings
• 2007
• Licensed
for projects in:
• 2006
architects
• S.D. County
• % change • Companywide • United States
(loss)
employees
• International
• Firm
principal(s)
• Year
Current local representative established
projects
locally
Cuyamaca College Communication
Baker and
Arts Building, Del Norte High School Jon
Todd Stichler
(Poway USD), Child Development
1965
Center (CSUSM)
•
•
Scripps Mercy Emergency
Department, Scripps Research
Institute 3040, Sharp Grossmont
Imaging Center
Thomas B.
Todd
1994
Seventh and Market, Hard Rock
Hotel San Diego
Gordon R.
Carrier and
Michael
Johnson
1977
Michael Wilkes
Biosite, Qualcomm, SDCCD Cesar and M. Andrew
Chavez Campus
Rodrigues
1961
Randall
Peterson,
SDSU Arts & Letters Building, UCSD
Angiography Suite, San Marcos Katherine Lord
and Stacy
Elementary School No. 2
Strand
1989
Douglas H.
Austin
and
Sapphire Tower, SDSU Aztec
Christopher
Aquaplex, Qualcomm
Veum
1977
Thomas
Schoeman
2005
wnd
Mondrian, ResMed, El Cajon Public Don Blair and
Robb Walker
Safety Center
1973
•
na
Joseph Wong
and Bert Shear
1977
Westfield Plaza Bonita,
Southwestern College San Ysidro,
Seacrest Village Senior Living
Dave Reinker
and Keith
Pittsford
1969
UCSD Structural & Materials
W. Malcolm
Engineering Building, Palomar
Barksdale,
Richard M.
Community College New High
Technology Laboratory/Classroom Heinz and Sean
Towne
Bldg., Grossmont College Health
Sciences Building
1984
•
•
•
•
Zoological Society of San Diego Elephant Exhibit, Genentech NIMO,
Murrieta City Hall
Kennon Baldwin
and Jim
Ferguson
1976
na
David N. Moon
and Douglas A.
Mayoras
1994
Lincoln High School, Navy Broadway
Complex, the Mark residential
high-rise
Mater Dei High School, NTC
Promenade, Carmel Valley
Community Center
Anthony G.
Cutri and
Joseph
Martinez
1980
Ralph J.
Roesling and
Kotaro
Nakamura
1980
(2) Formerly JCJ Blackman Architecture Inc.
(3) Formerly known as Leary Childs Mascari Warner Architects.
(4) Formerly JMA Architecture Studios.
(5) Formerly known as Nadel Architects Inc.
(6) Formerly known as McGraw/Baldwin Architects.
Researched by Liz Wiedemann
Continued on Page 16
S T R U C T U R E S
May 28, 2007
15
Perceptive
San Gorgonio Memorial Hospital
Banning, CA
ARCHITECTS
ENGINEERS
CONSULTANTS
Center for Integrated Nanotechnologies Core Facility
Albuquerque, NM | Nick Merrick © Hedrich Blessing
Whether designing hospitals, laboratories, courts, or other highly complex
building types, HDR provides a full range of planning and design services
throughout California and worldwide. More than just architecture and
engineering, HDR offers nationally recognized expertise in operational
consulting, sustainability, security and design-build.
8690 Balboa Avenue, Suite 200
San Diego, CA 92123
(858) 712-8400
Scripps Mercy Hospital Emergency Department
San Diego, CA
www.hdrinc.com
S T R U C T U R E S
16
May 28, 2007
ARCHITECTURAL FIRMS
Continued from Page 14
Ranked by total number of local staff as of April 1, 2007
(28)
22
(21)
23
(24)
24
(32)
25
(22)
26
(27)
27
(30)
28
(25)
29
(26)
30
(33)
31
(29)
32
(45)
33
(34)
34
(37)
35
225 Broadway, #1600, San Diego 92101
www.gensler.com
M.W. Steele Group
325 15th St., San Diego 92101
www.mwsteele.com
Dominy + Associates Architects
2150 W. Washington St., #303, San Diego 92110
www.domusstudio.com
Awbrey Cook McGill Architects
1045 14th St., #100, San Diego 92101
www.acm-architects.com
Fehlman LaBarre LLP
510 Market St., San Diego 92101
www.fehlmanlabarre.com
cass | sowatsky | chapman +
associates (2)
3569 Fifth Ave., San Diego 92103
www.csc-a.com
Lyons Warren, Engineers and
Architects
9455 Ridgehaven Court, #200, San Diego 92123
www.lyonswarren.com
RJC Architects (3)
320 Laurel St., San Diego 92101
www.rjcarch.com
H2A Architects
701 C St., third floor, San Diego 92101
www.h2aarchitects.com
Island Architects Inc.
7632 Herschel Ave., La Jolla 92037
www.islandarch.com
Dahlin Group Inc.
415 S. Cedros Ave., #200, Solana Beach 92075
www.dahlingroup.com
DGA Planning | Architecture |
Interiors (4)
445 W. Ash St., San Diego 92101
www.dgaonline.com
Architects Mosher Drew Watson
Ferguson
4206 W. Point Loma Blvd., #200, San Diego 92110
www.architectsmdwf.com
Pacific Cornerstone Architects Inc.
4105 Sorrento Valley Blvd., San Diego 92121
www.paccornerstone.com
Salerno Livingston Architects
(23)
363 Fifth Ave., #300, San Diego 92101
www.slarchitects.com
36
Perry Consulting Group Inc.
(38)
37
(35)
38
(31)
39
(46)
40
(36)
1955 Cordell Court, #104, El Cajon 92020
www.perryconsultinggroup.com
Heritage Architecture and Planning
625 Broadway, #800, San Diego 92101
www.heritagearchitecture.com
Vasquez Marshall Architects
13220 Evening Creek Drive, #117, San Diego
92128
www.vmarch.net
Ware Malcomb
6363 Greenwich Drive, #175, San Diego 92122
www.waremalcomb.com
Milo Architecture Group Inc.
3914 Murphy Canyon Road, Suite A144, San Diego
92123
www.magarch.com
(619) 557-2500
(619) 577-2520
26
20
30
4
2,700
100
0
0
Interior: 80%
Hospitality: 20%
(619) 230-0325
(619) 230-0335
25
25
0
9
25
75
na
na
Mixed-use/residential: 48%
Planning: 52%
(619) 692-9393
(619) 692-9394
25
22
14
8
26
70
30
0
Religious: 50%
High-rise offices/
residential: 20%
(619) 398-3480
(619) 398-3488
23
18
28
8
23
55
45
0
Hotels/resorts: 55%
Retail: 30%
•
(619) 234-0789
(619) 234-8136
22
24
(8)
13
22
100
0
0
Retail/mixed-use: 40%
Urban planning: 20%
•
(619) 298-3480
(619) 298-7470
22
20
10
3
22
75
25
0
Civic/governmental: 65%
Schools: 10%
•
(858) 573-8999
(858) 573-8998
22
19
16
2
22
25
70
5
Food service: 60%
Retail: 20%
•
(619) 239-9292
(619) 239-9288
20
21
(5)
7
20
20
na
na
Civic/governmental: 30%
Mid- to low-rise offices:
30%
(619) 232-7700
(619) 232-7770
20
20
0
6
20
100
0
0
Commercial: 80%
Residential: 20%
(858) 459-9291
(858) 456-0351
20
18
11
4
20
100
0
0
High-end residential: 100%
(858) 350-0544
(858) 350-0540
20
20
0
3
200
60
40
0
Production residential: 40%
Community recreational:
30%
(619) 685-3990
(619) 685-4077
19
14
36
3
82
80
20
0
Biotechnology: 40%
Interior: 30%
(619) 223-2400
(619) 223-3017
18
17
6
11
18
90
10
0
Higher education: 40%
K-12 schools: 35%
(858) 677-9880
(858) 677-9886
18
16
13
9
16
90
10
0
Biosciences: 30%
Research/development: 30%
(619) 234-7471
(619) 234-4625
18
24
(25)
8
18
80
20
0
Forensics: 55%
High-rise offices/
residential: 35%
(619) 599-0575
(619) 599-0576
18
16
13
5
20
10
90
0
Consulting: 100%
(619) 239-7888
(619) 234-6286
17
17
0
7
17
na
na
na
Preservation/
adaptive reuse: 60%
Historical consulting: 20%
(858) 513-2290
(858) 513-2296
17
18
(6)
7
17
100
0
0
Civic/governmental: 80%
Corporate interiors: 16%
(858) 638-7277
(858) 638-7506
17
14
21
4
226
65
30
5
Mid- to low-rise offices:
37%
Manufacturing/industrial:
30%
(858) 565-8485
(858) 565-8203
16
16
0
5
16
na
na
na
Health care facilities: 65%
Office/commercial: 35%
In case of a tie, firms are ranked by licensed architects and then alphabetically.
wnd Would not disclose
na Not available
Notes: Rob Wellington Quigley, FAIA, No. 39 on last year's list, declined participation this year.
Source: The firms.
It is not the intent of this list to endorse the participants nor to imply a company’s size or numerical rank indicates its quality.
•
•
•
•
•
Forensic
•
Landscaping
•
Construction
mgmt.
Interior design
Gensler
Project specialties:
Percentage (1)
Space planning
21
Telephone
Fax
Land planning
Firm
Address
Web site
Other services covered
Engineering
Rank
(last year)
Total number of
local staff:
Percent of billings
• 2007
• Licensed
for projects in:
• 2006
architects
• S.D. County
• % change • Companywide • United States
(loss)
employees
• International
Irvine Co., Nickelodeon Resort,
Irving Hughes
A. Lewis
Encinitas Fire Station #3, Encinitas Dominy and
Fire Station #1, City Heights Senior
Wayne Holtan
Housing
1986
Liberty Station Resort Village Hotels
& Retail, Gaslamp Residence Inn by Thomas Awbrey
Marriott, the Landing at Liberty
2002
Station
•
•
Village Walk, Old Police
Headquarters, Stone Creek Master
Plan
•
•
•
•
•
•
•
Michael
LaBarre
1991
Edward J. Cass,
Mark Sowatsky
and Wyatt
Chapman
1983
Tracy Lindquist,
Glenn
Jack in the Box locations, Seatech, Mouritzen and
Steve
Wendy's 4S Ranch
Schneider
1979
San Diego County Government James Robbins
Operations Center, San Diego
and Janene
Community College West City
Christopher
Center, San Diego International
1992
Airport
na
•
North Island Credit Union
Headquarters, Lofts at Moonlight David Hawkins
1976
Beach, Logan Heights Family Health
Center
•
Two La Jolla homes, Rancho Santa Drex Patterson
and Tony Crisafi
Fe remodel, guest house and
1992
caretaker house
La Costa Greens, Windingoaks
Recreation Center, Boys and Girls
Club of Carlsbad
•
•
Scott Peterson,
Jeff Hollander
and Cheryl
Becsi
2004
Mark W. Steele
UCSD Faculty Club, Otay Mesa CPU, and Jennifer
Coronado Public Library
Ayala
1983
•
•
•
• Firm
principal(s)
• Year
Current local representative established
projects
locally
Nancy Keenan
and John
Thatch
1991
•
•
Abbott Vascular Temecula East Randall Dowler
Campus Interiors, Sempra Energy
and Nancy
Headquarters Refresh, Amylin
Escano
Pharmaceuticals Comparative
2002
Medicine Tenant Improvement
•
•
•
Larry
Coronado Unified School District Hoeksema and
Aquatic Center, Grossmont College Donald
Leonard
Health Science Building
1948
•
•
•
•
•
•
•
•
Cardinal Health, Scripps Health
MOB, Nexus University Science
Center
•
•
•
Tim Schulze
and Kevin Perry
1994
Stanley
Joe & Vi Jacobs Community Center
at Market Creek Plaza, Wild Animal Livingston, Pete
Girolamo and
Park Elevator Tower, Best Western diRobert
Carroll
Posada Hotel
1965
na
Kimberly D.
Perry and
Robert Bernett
Perry
1985
•
•
Liberty Station (NTC), Paseo de
Mission Hills, Old Police
Headquarters
P. David
Marshall and
Brian Rickling
1978
•
•
Union Bank of California, Navy
SEALS Ops Facility
David Vasquez
and Michael
Marshall
1995
•
•
•
Eastlake Corporate Center, 450 B
St. Renovation, Eastlake Village
Limited Edition
Matt Brady
2000
•
•
•
•
UCSD Shiraz Medical Center, Kaiser Mika Milo and
Permanente Medical Center,
Laura Baldrati
Silverhawk Corporate Center
1991
(1) Top two categories listed.
(2) Formerly Edward J. Cass & Associates.
(3) Formerly known as Robbins Jorgensen Christopher.
(4) Formerly known as Dowler-Gruman Architects.
Researched by Liz Wiedemann
S T R U C T U R E S
May 28, 2007
17
ARCHITECTURAL FIRMS
Ranked by total number of local staff as of April 1, 2007
42
(41)
43
(49)
44
(43)
45
(44)
46
(NR)
47
(47)
48
4034 30th St., San Diego 92104
www.plattwhitelaw.com
HB&A Architects Inc.
240 N. Market Place, Escondido 92029
www.hba-architects.com
Safdie Rabines Architects
1101 Washington Place, San Diego 92103
www.safdierabines.com
BPA Architecture Planning Interiors
4435 Eastgate Mall, #100, San Diego 92121
www.bpa-arch.com
Zagrodnik & Thomas Architects LLP
3956 30th St., San Diego 92104
www.ztarc.com
Ehm Architecture
928 Fort Stockton Drive, #213, San Diego 92103
www.ehmarch.com
Benson & Bohl Architects
3861 Front St., San Diego 92103
www.bensonbohl.com
McCabe Harris Inc.
(50)
1917 India St., Suite B, San Diego 92101
www.mh-arch.com
49
Architects Hanna Gabriel Wells
(48)
50
(NR)
4993 Niagara Ave., #200, San Diego 92107
www.architects-hgw.com
Lohse 2
1270 Morena Blvd., San Diego 92110
www.lohse2.com
•
•
•
•
•
•
•
•
•
•
•
•
4
16
100
0
0
Schools: 45%
Civic/governmental: 20%
(760) 738-8608
(760) 738-8619
16
15
7
2
na
75
25
0
Civic/governmental: 25%
Schools: 15%
(619) 297-6153
(619) 299-6072
15
12
25
3
15
75
25
0
Residential: 45%
Schools: 30%
(858) 453-1200
(858) 453-1913
14
14
0
6
14
95
5
0
Mid- to low-rise offices:
65%
High-rise offices/
residential: 22%
(619) 528-1199
(619) 528-8181
14
14
0
5
14
100
0
0
Educational: 70%
Public/nonprofit: 20%
(619) 299-5453
(619) 299-0957
14
12
17
3
17
80
20
0
Educational: 60%
Hospitality: 20%
(619) 858-4040
(619) 858-4046
13
13
0
6
13
40
60
0
Mixed use: 50%
Retail: 30%
(619) 233-8740
(619) 233-8741
13
12
8
2
13
100
0
0
Hospitality/resorts: 64%
Medical facilities: 20%
•
(619) 523-8485
(619) 523-8487
12
12
0
4
12
100
0
0
Corporate office: 60%
Institutional: 15%
(619) 276-7100
(619) 276-7200
10
10
0
1
10
20
80
0
Forensics: 50%
Residential: 30%
In case of a tie, firms are ranked by licensed architects and then alphabetically.
wnd Would not disclose
na Not available
Notes: Rob Wellington Quigley, FAIA, No. 39 on last year's list, declined participation this year.
•
•
Forensic
•
16
15
7
Landscaping
•
(619) 546-4326
(619) 546-4350
Construction
mgmt.
Interior design
Platt/Whitelaw Architects Inc.
(40)
Project specialties:
Percentage (1)
Space planning
41
Telephone
Fax
Land planning
Firm
Address
Web site
Other services covered
Engineering
Rank
(last year)
Total number of
local staff:
Percent of billings
• 2007
• Licensed
for projects in:
• 2006
architects
• S.D. County
• % change • Companywide • United States
(loss)
employees
• International
• Firm
principal(s)
• Year
Current local representative established
projects
locally
Encina Wastewater Treatment Plant
operations and maintenance
buildings
•
Sierra Marde Academy School
na
Sunroad Centrum, Ontario Airport
Towers, Kyocera Midrise
•
Alison M.
Whitelaw
1979
James
Hernandez and
Mark Baker
1970
Taal Safdie and
Ricardo
Rabines
1994
Brian Paul
1969
Zagrodnik
San Elijo Lagoon Nature Center, Jean
and Scott
Miramar College Library Learning
Thomas
Resource Center
1991
•
•
King Chavez Middle School, Eagle
Jay Ehm
Rock Charter School, the Shores Randal
1987
Baja
•
Parkside, Merrill Gardens at
Bankers Hill, Treena office building
Randal Bohl
and Richard
Benson
1994
•
•
La Costa Resort, Gateway Chula
Vista, Cardiff Towne Center
Tom McCabe
2000
•
•
•
Intuit Regional Headquarters
Campus, Kilroy Centre Rancho
Bernardo, Mesa College Student
Services Center
•
•
•
Randy Hanna,
James Gabriel
and Matt Wells
1996
Norbert L.
Lohse and
Pamela J.
Lohse
2000
•
•
Gafen residence, Laurel Bay
Condominiums
Source: The firms.
It is not the intent of this list to endorse the participants nor to imply a company’s size or numerical rank indicates its quality.
(1) Top two categories listed.
Researched by Liz Wiedemann
The Commercial Real Estate Industry will be in one place!
4th Annual
NOVEMBER 7 – NOVEMBER
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SAN DIEGO’S WEALTHIEST
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BY CONNIE LEWIS
„
The top executive of a
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Colin Reed
the county.
Colin Reed, chairman and
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to negotiate exclusively
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on Page 19
VOLUME 26
NUMBER 45
EXECUTIVE
PROFILE
Sue Major, partner,
DavenportMajor
Executive Search.
Susan Connell
Pg. 41
SAN
DIEG
OUR
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line up for
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a recent event.
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San Diego
Officials Eye Sun
Billionaires Club To Clear Health
Grows to Seven Records Cloud
SMALL BUSINESS
Rodell Jackson, owner
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Pg. 40
HEALTH CARE
Companies warned to
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Pg. 3
SMALL BUSINESS
Veterans find a new path
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Pg. 5
TRADE
Port officials insist they
think outside the box
– literally.
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DEFENSE
From nuclear power to
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Pg. 7
HIGH-TECH
Frontier Electronics deal
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Pg. 8
FINANCE
Smart growth fund
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Pg. 10
INSIDE
6
49241 83136
Calendar ..................... 38
Commentary .........42-43
Crossword ................. 36
Crossword Answer..... 41
San Diego People ....... 39
San Diego Stocks ....... 32
Week in Review .......... 36
go’s
San Diehiest
Wealt
aid Executive
t, Highest-P Employees.
Wealthies
aid Public
of San Diego’sand Highest-P
The Lists
Officials
Featuring
aid Elected
Highest-P
s,
INSIDE:
.................. A3
Profiles of San Diego’s wealthiest
the market ............. A7
$50 million home? It’s on
industries ....... A7
Wealth spread across various
funds .. A14
Foundation shepherds philanthropic
......................... 28
Philanthropists to be honored
........ 34
WealthTV is on the air ............................
After weeks of research, the
has
San Diego Business Journal
San
compiled its annual List of
Diego’s Wealthiest people. Some
of the names are well known;
is
others are not. This year’s List
comprised of 25 people — seven
of whom are billionaires. Topat
ping The List is Ernest Rady
Ernest Rady
$2.3 billion.
Estimated worth
The Journal’s research in$2.3 billion
cluded looking at stock holdthe size
ings, real estate values and
made in recent years, among
of philanthropic donations
with inside sources, to
other things, along with checkingDiegans’ wealth.
San
calculate rough estimates of
supplement to learn about
Please turn to the special
residents.
San Diego County’s 25 wealthiest
WRITTEN BY MIKE ALLEN
KILLION
RESEARCHED BY ANDREW
BY KATIE WEEKS
„
say access to health
Regional medical officials
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care could greatly improve if
a central electronic
commits $1.2 million to install
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medical facilities
Such a system connecting
hospitals of millions of
countywide could relieve
bills — namely by
unpaid
to
year
dollars lost every
patients getting primary
uninsured or underinsured
say officials from the
room,
emergency
the
in
care
Society Foundation
San Diego County Medical of San Diego and
and the Hospital Association
Imperial Counties.
$100,000 to the
The foundation has donated
from hospitals by
effort and wants commitments
can pursue a
mid-December so the organizationtech giant Sun
contract with Santa Clara-based
Microsystems, Inc.
initiative, Sun
To showcase its growing e-health
Please turn to RECORDS
on Page 22
m
Downtown Weighs in on Graha
New CCDC Chief Inherits
Agency Admired for
Streamlined Operation
BY PAT BRODERICK
„
shenanigans
Financial turmoil, political
to hold it all
and a beleaguered mayor tryingCity Council.
together in the face of a hostile
continuing soap
A page out of San Diego’s
Beach, Fla., in
opera? Nope. Try West Palm
the 1990s.
Beach mayor
On Oct. 26, former West Palm
with reversing
Nancy Graham, 59, credited president and
that city’s fortunes, was named Centre City
the
chief operating officer of
in charge of
Development Corp., an agency Diego.
San
redevelopment in Downtown
even though the
“The issues are very similar,
said Graham, who
size of the cities are different,”
Beach’s first strong
was elected as West Palm
city’s chief executive
mayor in 1991, serving as the
expired in 1999.
officer until her second term
land left for
“Both areas don’t have much
are good oppornew development, but there
this land.”
tunities to recycle some of
her position on
Graham, who will assume
who is retiring folDec. 1, succeeds Peter Hall,
Her salary will be
lowing 11 years on the job.
than Hall was paid.
$235,000 — $14,500 more
and experisets
skill
better
brings
“She
said Hall, 62.
ence to the job than I did,”
Please turn to GRAHAM on
Page 20
Melissa Jacobs
operating
new president and chief
Nancy Graham, the CCDC’s
San Diego.
in a new era for Downtown
officer, will be ushering
5
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85
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FIRE WALL
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RealShare SAN DIEGO style
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STATH KARRAS
MARK READ
Senior Managing
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CB Richard Ellis
President &
CEO
Burnham Real Estate
KEYNOTE ADDRESS
One Year Later...
A Progress Update
JIM WARING
Director of Land
Use and Economic
Development
City of San Diego
Look Who’s Speaking
Hack Adams, Murphy Development Company
Kent Calegari, Champion Development
Chad Carpenter, Equastone
Merelle Douglas, SAIC
Barbara Dugas-Patterson, Citibank
Michael Dunbar, Biosite Incorporated
Mike Gion, Intuit, Inc.
Patrick Gravitt, QUALCOMM, Inc.
Rob Hixson, CB Richard Ellis
Sponsors as of 5/22/07
45
• Champion Development Group
• CBRE|Melody
• CB Richard Ellis
• Centre City Development Corp.
• Citibank
Media Sponsor:
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Darren Mullins, Grubb & Ellis | BRE
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Einar Roden, Imperial Capital Bank
Hal Rose, Greystone
Troy Simmons, Spectrus Real Estate
Group
• Coldwell Banker Commercial
• Equastone
• Fremont Investment & Loan
• Greystone
• Imperial Capital Bank
CJ Stos, Master Development
Kent Williams, Marcus & Millichap
Bill Winn, PASSCO Companies
Sarah Woodward, Fremont Investment
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Mary Wright, City of San Diego
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For general information contact:
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Register Today: www.realshareconferences.com/sandiego
Produced by:
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Conjunction With:
S T R U C T U R E S
18
water purchase agreements with local
water agencies, including the Carlsbad
Municipal Water District.
May 28, 2007
Dennis Bostad, general manager with
the Sweetwater Water Authority, said the
purchase agreement with Poseidon will
An additional handful of San Diego
County public water agencies are in negotiations to contract the plant’s remaining capacity.
“They are going to have the water fully subscribed to public water agencies in
the next two to three months,” said Maloni.
The plant will use a reverse osmosis water treatment technology manufactured
in San Diego. Maloni said modern reverse
osmosis technology used in desalination
was born out of San Diego’s General Atomics technology developed in the 1960s.
He also reported that San Diego County is
now home to more than 35 desalinationrelated companies employing 2,200 people and generating more than $200 million in annual revenues.
He said beyond dollars and cents of
economic value, the expressway will
bring a better quality of life to people
who use it.
“People working in Otay Mesa without many choices of restaurants or retail
stores will benefit from the business that
the road will help infuse into South Coun-
ty as well as the efficiency with which
they can obtain it,” Ruiz said.
A significant milestone was completing the bridge across the Otay River in
March, the cost of which was included in
the $635 million budget.
“Our next turning point will be the
opening of our customer-service center
and signing up our customers for FasTrak accounts by late July,” said Hulsizer.
Mindful of efficiency, Hulsizer said the
company will push potential FasTrak account holders to “act now and beat the
rush,” to avoid waiting in line with everyone else.
Theater:
to foundation President Kay Porter. The
group has raised $650,000 for the organ.
1,360 seats, Bosse said.
Continued from Page 4
The theater originally had 1,534 seats
— in the year that Spanish explorer Vasco Nuñez de Balboa discovered San Diego
— but after the rows have been widened
and broader seats are added to fit current standards, the theater will now have
the shops of Horton Plaza on three sides.
“There was no place to grow, no place
to expand,” Mather said. “It was completely self-contained.”
A long-term goal of the Balboa’s renovation, Bosse added, is to create a theater
district that winds from Balboa Theatre to
the nearby Spreckels and Lyceum theaters.
Plant:
Continued from Page 2
Poseidon President Walter J. Winrow
said these companies have unparalleled
water infrastructure capabilities globally,
in California and in San Diego.
“Collectively, we believe we have assembled the best team to build one of
California’s most important water infrastructure projects in decades,” he said
during the announcement.
And more than 65 percent of plant capacity is already subscribed to through
Road:
Continued from Page 11
“The EastLake Design Center and other
commercial properties are also looking to
the opening of the new 125, and so are
cross-border commuters who are in need
of traveling options,” said Ruiz.
The Balboa Theatre Foundation, an
advocacy group for the theater which
launched in the mid-’80s, is funding the
purchase, restoration and installation of
a rare Wonder Morton Organ, according
The remaining water is quickly being
reserved by other county water districts.
Rincon del Diablo Municipal Water District in Escondido, Sweetwater Water Authority in South Bay, and the Valley Center Municipal Water District have also
signed purchase agreements.
Steady Supply
diversify its water supply and increase its
drought-resistant supply.
“The goal is diversification for reliability,” said Bostad.
He said Sweetwater was interested in
entering into a purchase agreement because the plant will offer a natural, reliable flow of water at an equivalent cost
of what it would cost to buy water from
the county water authority.
The addition of bathrooms along with
walkways and staircases compliant with
Americans with Disabilities Act accessibility guidelines proved another challenge.
Although some projects have the luxury of
building outwards, the theater was landlocked by Fourth Avenue on one side and
San Diego Business Journal’s 2008 Book of Lists
S
T
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H
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S A N
D I E G O
E S S
B U S I N
20 07
ISSUE 52 | VOL. 27
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to software, staffing and SBA
lenders, and everything in between.
Readers refer over and over to these
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Publishes
December 24, 2007
Space
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November 16, 2007
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November 30, 2007
Take advantage of:
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For more information contact Dale Ganzow at (858) 277-6359.
S T R U C T U R E S
May 28, 2007
19
COMMERCIAL PROPERTY MANAGEMENT COMPANIES
Ranked by total square footage of local commercial property managed as of April 1, 2007
CB Richard Ellis Inc.
2
Meissner Jacquet Investment
Management Services
(3)
5330 Carroll Canyon Road, #200, San Diego 92121
www.meissnerjacquet.com
3
Spectrum Property Management
(5)
8799 Balboa Ave., #260, San Diego 92123
www.spectrummgt.com
4
RREEF
(2)
10105 Pacific Heights Blvd., #120, San Diego 92121
www.rreefcommercial.com
5
Burnham Real Estate Services Inc.
(4)
4435 Eastgate Mall, #200, San Diego 92121
www.burnhamrealestate.com
6
ECP Commercial
8530 La Mesa Blvd., #300, La Mesa 91941
www.ecpcommercial.com
Sentre Partners
(9)
600 W. Broadway, #3150, San Diego 92101
www.sentre.com
8
Radelow Gittins Real Property
Management Corp.
(7)
1775 Hancock St., #160, San Diego 92110
www.radelowgittins.com
9
Essex Realty Management Inc.
(12)
10
(8)
11
(11)
12
(14)
13
(18)
14
(16)
15
(17)
16
(19)
17
(20)
18
145 Vallecitos de Oro, #207, San Marcos 92069
www.essexrealty.com
Asset Management Group
11750 Sorrento Valley Road, San Diego 92121
www.assetmanagement.com
Trilar Management Group
2101 Camino Vida Roble, Suite A, Carlsbad 92011
www.trilar.com
StepStone Real Estate Services
1660 Union St., #400, San Diego 92101
www.stepstonerealestate.com
Colliers International
4660 La Jolla Village Drive, #100, San Diego 92122
www.colliers.com
Brandywine Realty Trust
705 Palomar Airport Road, #320, Carlsbad 92011
www.brandywinerealty.com
Capital Growth Properties Inc.
1120 Silverado St., La Jolla 92037
www.cgpinc.com
Covey Commercial
6183 Paseo del Norte, #280, Carlsbad 92011
Commercial Facilities Inc.
10951 Sorrento Valley Road, #2A, San Diego 92121
www.cfisandiego.com
PM Realty Group
(10)
18201 Von Karman, #500, Irvine 92614
www.pmrg.com
19
Vestar Property Management
(21)
20
(15)
11.12
8.31
34
na
na
44
24
32
115
Yes
IREM, AMO, BOMA,
ICSC, SIOR
14
205
Grossmont Center, La Mesa; 550
Corporate Center, San Diego;
DiamondView Tower, San Diego
Mark M. Read
senior managing
director
1959
(858) 373-1130
(858) 373-1131
6.55
6.85
(4)
$1,450.0
$221
40
50
10
90
Yes
IREM, ICSC, BOMA
16
36
Courtyard Retail Center, San Diego;
Carlsbad Research Center,
Carlsbad
Jerry Jacquet
principal
1992
(858) 569-8799
(858) 569-8781
6.45
4.96
30
na
na
23
4
19
69
Yes
IREM, AMO, ICSC
5
15
Ocean Ranch Corporate Center,
Colleen Nemeth
Oceanside; Centerpoint Office, San director of real
Diego
estate
1988
(858) 452-8668
(858) 452-2585
6.40
7.50
(15)
na
na
30
70
30
Yes
IREM, BOMA, SIOR,
NAIOP, ICSC
8
21
Emerald Plaza, San Diego; Pacific
Corporate Center, San Diego;
Sorrento Mesa Business Center,
San Diego
Peter Lloyd
regional director
1986
(619) 452-6500
(619) 452-3206
5.98
5.95
1
na
na
13
77
10
59
Yes
IREM
8
59
Del Mar Plaza III, Del Mar; Shops at
San Miguel Ranch, Chula Vista;
Hawthorne Center, San Diego
Malin Burnham
chairman
1891
(619) 442-9200
(619) 442-6157
4.04
4.33
(7)
na
na
32
8
59
86
No
NA
5
16
Transborder Plaza, Otay Mesa;
Miramar Industrial Park, San
Diego; VIP Self Storage, El Cajon
Robert Phillips
CEO, head of
property
management
1980
(619) 234-5600
(619) 234-7917
3.60
2.65
36
$50.0
$375
15
Yes
IREM, BOMA
17
27
Cornerstone Corporate Center,
Carlsbad; First National Bank
Building, San Diego
John Brand
partner
1989
(619) 231-2727
(619) 544-1257
3.20
3.10
3
$544.0
$170
30
8
5
57
101
No
NA
7
28
Quarry Creek Shopping Center,
Dick Fialho
Oceanside; Oceanside Marina Inn, certified property
Oceanside; Childers Corporate
manager
Park, San Diego
1972
(760) 761-4884
(760) 761-4872
3.15
2.20
43
na
na
25
25
30
20
23
Yes
AMO, IREM
5
5
Triquest - Los Vallecitos, San
Marcos; Rancho del Oro Tech Park
Association, Oceanside Gateway,
Oceanside
Jim Neiger
president
1987
(858) 481-7767
(858) 259-5694
2.93
3.06
(4)
$517.5
$177
33
3
64
42
Yes
AMO
4
35
Sorrento Corporate Center, San
Diego; Pacific Plaza Shopping
Center, San Diego
Robert Petersen
president
1967
(760) 929-4940
(760) 929-4944
2.60
2.40
8
$650.0
na
33
33
33
43
Yes
IREM
2
6
(619) 243-5116
(619) 231-8389
2.10
2.10
0
$849.1
$400
64
30
1
26
Yes
ICSC, BOMA
3
23
Balboa Mesa Shopping Center, San
Diego; Sweetwater Crossing,
National City; Poway Plaza, Poway
(858) 455-1515
(858) 546-9146
1.90
1.30
46
na
na
20
60
20
24
Yes
IREM, SIOR, ICSC,
BOMA, AMO
3
29
Phil Covington
managing director,
Bank of America Tower, San
real estate
Diego; San Diego Spectrum Center,
management
San Diego
services
(760) 438-4242
(760) 438-0046
1.37
1.45
(6)
na
na
87
13
14
Yes
IREM
4
25
Pacific Ridge Corporate Centre,
Carlsbad; Del Mar Gateway, San
Diego
Deborah Street
vice president
1998
(858) 454-8857
(858) 454-3257
1.35
1.44
(6)
$326.6
$242
65
30
5
53
Yes
AMO, IREM
6
71
Plaza Shopping Center, Rancho
Bernardo; Ocean Terrace, San
Diego
Renee Savage
senior vice
president
1976
(760) 931-1134
(760) 931-7634
1.33
1.18
13
na
na
9
36
45
10
27
No
NA
4
8
Carlsbad Corporate Plaza,
Carlsbad; Carlsbad Ranch
Corporate Center, Carlsbad
Brent Covey
president
1992
(858) 452-1231
(858) 452-7361
1.20
1.25
(4)
$295.0
$235
20
22
21
37
40
Yes
IREM, AMO
4
11
Crossroads Center, San Diego;
Ruffin Village, San Diego; Ocean
Pointe, Del Mar
Julius Paeske
president
1964
(949) 794-1700
(949) 794-1750
0.93
2.60
(64)
na
na
15
86
5
Yes
BOMA, IREM,
NAIOP
7
13
Jim Proehl (1)
Hazard Center, San Diego; Scripps
executive vice
Corporate Plaza, Scripps Ranch;
president,
Regents Park Financial Centre, La
managing director,
Jolla
Western division
1986
9884 Mission Gorge Road, Santee 92071
www.vestar.com
(619) 596-5677
(619) 596-5674
0.93
0.93
0
na
na
100
3
Yes
ICSC
1
2
Santee Trolley Square, Santee;
Rancho San Diego Towne Center,
El Cajon
Dana Duncan
senior property
manager
1989
Sudberry Properties Inc.
5465 Morehouse Drive, #260, San Diego 92121
www.sudberryproperties.com
(858) 546-3000
(858) 546-3009
0.82
1.90
(57)
na
na
26
13
Yes
ICSC, IREM, BOMA
3
27
Eastlake Village Marketplace,
Chula Vista; Fenton Marketplace,
San Diego; Terraces at Copley
Point, San Diego
Tom Sudberry
president
1979
Telephone
Fax
Other
Industrial
Address
Web site
4365 Executive Drive, #1600, San Diego 92121
www.cbre.com/sandiego
7
(858) 546-4600
(858) 546-3985
Company
(1)
(6)
Retail
1
Office
Rank
(last year)
Percentage
Total square
breakdown of
footage of local Value of property by square
footage
commercial
local
Number of:
property
property
• Commercial
managed:
managed:
property
• 2007
• Total
managers
• 2006
$ Millions
Millions
• Average
Number of • Accredited? • Full-time
• Accrediting
local
• % change
per square
sites
agency
employees
(loss)
foot
managed
54
1
100
In case of a tie, companies are ranked alphabetically.
To be accredited by the Institute of Real Estate Management (IREM), a company must be an Accredited Management Organization
(AMO). The companies on this list are accredited by various organizations, including but not limited to: Building Owners and
Managers Association (BOMA), International Council of Shopping Centers (ICSC), Institute of Real Estate Management (IREM),
National Association of Industrial and Office Properties (NAIOP), National Association of Realtors (NAR), and Society of Industrial and
Office Realtors (SIOR).
wnd Would not disclose
na Not available
NA Not applicable
74
5
Examples of local
commercial properties
managed
• Local
principal
• Title(s)
Year
established
locally
Mission del Rio Plaza, Oceanside; Lance McGoldrick
Oceanside Industrial, Oceanside
principal
Jack Naliboff
CEO, president
1996
1995
1980
(NR) Not ranked
Notes: Equity Office, ranked No. 13 on last year's list, was bought by Irvine Co., which declined participation in this year's list.
Regus, No. 26 on last year's list, and Gateway Property Management, not ranked last year, returned surveys but did not qualify for
the list.
Source: The companies.
It is not the intent of this list to endorse the participants nor to imply a company's size or numerical rank indicates its quality.
(1) Company does not have a local principal at this time.
Researched by Jaimy Lee
Originally published May 14, 2007
Continued on Page 20
S T R U C T U R E S
20
May 28, 2007
Continued from Page 19
COMMERCIAL PROPERTY MANAGEMENT COMPANIES
Ranked by total square footage of local commercial property managed as of April 1, 2007
22
(24)
23
(22)
24
(NR)
25
(25)
Industrial
(23)
Retail
21
Telephone
Fax
Office
(760) 967-4764
(760) 967-4763
0.79
0.82
(4)
$216.0
na
20
50
30
53
Yes
IREM, NAR, DRE
(619) 814-1680
(619) 814-1690
0.78
0.78
0
$156.0
$200
31
10
59
13
(760) 480-8888
(760) 745-1212
0.75
0.84
(11)
$95.0
$189
70
16
14
(858) 452-7170
(858) 453-7260
0.62
0.71
(12)
$15.2
$269
90
10
(760) 804-8600
(760) 804-8605
0.55
0.55
0
na
na
100
Company
Address
Web site
Investors Property Management Group Inc.
2181 El Camino Real, #206, Oceanside 92054
www.ipmgsd.com
Evanco Realty Advisors Inc.
P.O. Box 60721, San Diego 92166
www.evancorltyadv.com
James Crone & Associates Inc.
101 N. Broadway, Escondido 92025
www.jamescrone.com
C.W. Clark Inc.
4180 La Jolla Village Drive, #405, La Jolla 92037
www.cwclarkinc.com
Terramar Retail Centers (1)
5973 Avenida Encinas, #300, Carlsbad 92008
www.terramarcenters.com
Value of
property by square
footage
local
Number of:
property
• Commercial
managed:
property
• Total
managers
$ Millions
• Full-time
• Average
Number of • Accredited?
local
• Accrediting
per square
sites
employees
managed
agency
foot
In case of a tie, companies are ranked alphabetically.
To be accredited by the Institute of Real Estate Management (IREM), a company must be an Accredited Management Organization
(AMO). The companies on this list are accredited by various organizations, including but not limited to: Building Owners and
Managers Association (BOMA), International Council of Shopping Centers (ICSC), Institute of Real Estate Management (IREM),
National Association of Industrial and Office Properties (NAIOP), National Association of Realtors (NAR), and Society of Industrial and
Office Realtors (SIOR).
wnd Would not disclose
na Not available
Examples of local
commercial properties
managed
• Local
principal
• Title(s)
Year
established
locally
2
7
Sycamore Business Center, Vista;
Tri-City Medical Plaza Office
Building, Vista
Janice Hoople
vice president,
broker
1995
Yes
IREM
4
8
Ronson Court Business Park, San
Diego; Liberty Park Plaza, San
Diego
Craig Evanco
president
1993
15
No
NA
2
20
Escondido Village, Escondido
James A. Crone III
president
1986
11
No
na
2
23
Del Mar Heights Plaza, Del Mar;
Liberty Station Marketplace, San
Diego
Craig W. Clark
president
1974
4
Yes
ICSC, ULI
2
34
Other
Rank
(last year)
Percentage
breakdown of
Total square
footage of local
commercial
property
managed:
• 2007
• 2006
Millions
• % change
(loss)
Seaport Village, San Diego; Lemon
Grove Plaza, Lemon Grove;
Stephen W. Bowers
Tierrasanta Town Centre,
CEO, president
Tierrasanta
1996
NA Not applicable
(NR) Not ranked
Notes: Equity Office, ranked No. 13 on last year's list, was bought by Irvine Co., which declined participation in this year's list.
Regus, No. 26 on last year's list, and Gateway Property Management, not ranked last year, returned surveys but did not qualify for
the list.
Source: The companies.
It is not the intent of this list to endorse the participants nor to imply a company's size or numerical rank indicates its quality.
(1) Formerly known as GMS Realty LLC.
Researched by Jaimy Lee
Originally published May 14, 2007
Tower:
Continued from Page 10
ture) didn’t make economic sense,”
said Pritchard. “We had to work with
users of the facility and coordinate
the demolition from above, knocking
it down to about the third floor.”
As of completion, the building is eli-
Bluwater:
Continued from Page 7
Photo courtesy of Burns & McDonnell
Military personnel oversee between 7,000 and 8,000 aircraft operations monthly in
the air traffic control tower at the Naval Air Station North Island in Coronado.
LaFever said the work spaces on the
bottom level of Bluwater have garage
doors that roll up to allow owners to enjoy the ocean breeze.
“The development is steps from the
beach,” LaFever said. “The roll-up door
gives a pedestrian friendly, active feel
to the area and provides exposure for
your business.”
Mike Howes of Carlsbad-based Howes,
Weiler & Associates has been consulting for Trammell on the Bluwater project
for two years.
Howes said live/work units, where the
residential units are above the workspace
or shop, are having a resurgence across
the country.
“It’s basically going back to something
you saw in small towns in early America,”
Howes said. “They are more popular back
East or in older cities.”
Downtown San Diego has a handful
of such developments, including the recently completed, 300-unit “Smart Cor-
gible for Leadership in Energy and Environmental Design certification from the
U.S. Green Building Council, which sets
standards for environmentally sustainable construction. The structure must
meet requirements in the categories of
sustainable site planning; water efficiency and safeguards; energy efficiency
and renewable energy use; conservation
of materials and resources; and indoor
environmental quality.
ner” project in the East Village bordered
by Eleventh Avenue, Park Boulevard, C
Street and Broadway. That project includes retail and office, and is near a
trolley stop.
Trammell will begin selling units at
Bluwater this summer. LaFever said
there’s already retail in the area, as
well as a grocery store within walking
distance, car dealerships and a shopping center.
“It will be a vibrant project,” LaFever
said. “Very walkable and livable and will
really activate that area.”
Howes said Bluwater’s design reflects
the antithesis of California congestion.
“It kind of gets you away from the
typical California lifestyle where you
need a car,” Howes said. “It gives you
that freedom to have a decent-sized
office downstairs instead of in a back
bedroom.”
Other developments built by Trammell
Crow Residential include Alexan CityPlace in Pasadena, Alexan Sevilla in Chula Vista, and Savoy in downtown Los
Angeles.
S T R U C T U R E S
May 28, 2007
21
COMMERCIAL REAL ESTATE BROKERAGES
Ranked by total dollar value of 2006 San Diego County transactions
8910 University Center Lane, #480, San Diego 92122
www.eastdilsecured.com
3
Grubb & Ellis/BRE Commercial
(3)
4350 La Jolla Village Drive, #500, San Diego 92122
www.brecommercial.com
4
Burnham Real Estate Services Inc.
(2)
4435 Eastgate Mall, #200, San Diego 92121
www.burnhamrealestate.com
5
Colliers International
(5)
4660 La Jolla Village Drive, #100, San Diego 92122
www.colliers.com
6
Marcus & Millichap
(8)
7
9255 Towne Centre Drive, #700, San Diego 92121
www.marcusmillichap.com
Irving Hughes Inc.
(6)
655 W. Broadway, #1650, San Diego 92101
www.irvinghughes.com
8
Voit Commercial Brokerage
(7)
4370 La Jolla Village Drive, #990, San Diego 92122
www.voitco.com
9
Coldwell Banker Commercial-Almar Real
Estate Group
(9)
5800 Armada Drive, #101, Carlsbad 92008
www.cbsandiego.com
10
Lee & Associates
(13)
5872 Owens Ave., #200 (4), Carlsbad 92008
www.lee-associates.com
11
GVA IPC Commercial Real Estate
(12)
12
(10)
13
(14)
14
(19)
15
(20)
16
(21)
17
(23)
18
(24)
19
(26)
9171 Towne Centre Drive, #175, San Diego 92122
www.gvaipc.com
Staubach Co. - San Diego Inc.
11988 El Camino Real, #150, San Diego 92130
www.staubach.com
Apartment Consultants Inc. (5)
2635 Camino del Rio S., #300, San Diego 92108
www.aciapartments.com
Sperry Van Ness
4320 La Jolla Village Drive, #250, San Diego 92122
www.svn.com
Goldman Ferguson Partners
750 B St., #1850, San Diego 92101
www.goldmanferguson.com
ECP Commercial
8530 La Mesa Blvd., #300, La Mesa 91941
www.ecpcommercial.com
Award Commercial Properties
3530 Camino del Rio N., #200, San Diego 92108
www.awardcommercial.com
Inland Pacific Commercial Properties
8665 Argent St., Suite C, Santee 92071
www.ipcommercialproperties.com
Prudential Dunn Realtors
4538 Cass St., San Diego 92109
www.prudentialdunn.com
Industrial
Land
Apartments
Eastdil Secured
(4)
Retail
2
Office
4365 Executive Drive, #1600, San Diego 92121
www.cbre.com/sandiego
Industrial
CB Richard Ellis Inc.
(1)
•
•
•
•
•
•
•
•
(858) 546-4600
(858) 546-3985
$2,996
$2,202
36
950
1,013
(6)
(858) 646-7070
(858) 646-7071
$2,630
$2,437
8
14
24
(42)
5
2
(858) 546-5400
(858) 630-6320
$2,062
$2,055
.3
1,519
1,457
4
91
100
•
•
(619) 452-6500
(619) 452-3206
$1,516
$2,103
(28)
742
819
(9)
150
74
•
(858) 455-1515
(858) 546-9146
$1,375
$1,739
(21)
942
933
1
29
57
•
(858) 452-8300
(858) 546-8254
$541
$524
3
na
na
NA
54
42
(619) 238-4393
(619) 238-1025
$526
$581
(9)
158
167
(5)
6
8
•
(858) 453-0505
(858) 453-1981
(800) 275-5120
$445
$529
(16)
481
560
(14)
8
36
•
(760) 602-4800
(760) 602-4801
(877) 600-1600
$368
$440
(16)
337
317
6
21
45
(760) 929-9700/(858)
453-9990
(760) 929-9977/(858)
453-9965
$299
$359
(17)
505
539
(6)
(858) 450-3000
(858) 450-3336
$189
$330
(43)
(858) 523-2100
(858) 523-2101
137
93
Percentage of Business
Sales services offered
Office
1
Company
Address
Web site
Leasing
services
offered
Retail
Rank
(last year)
Total dollar
value of
local
Number of
Local
transactions: local closed
employees:
• 2006 transactions:
(1)
• 2005
• 2006
• Full-time
Telephone
$ Millions
• 2005
Fax
• % change • % change • Licensed
agents (2)
Toll-free number
(loss)
(loss)
Number of offices:
• Local
• Companywide
• Local
executive(s)
• Title(s)
Year
• Parent company established
• Headquarters
locally
4
300
Mark M. Read
senior managing
director
CB Richard Ellis
Los Angeles
1959
Eastdil Secured (3)
New York City
2002
•
•
•
•
•
1
10
Adam Edwards
managing director,
Ben Lambert
chairman, Roy
March
CEO, and Mike
Van Konynenberg
president
•
•
•
•
•
•
4
5
John D. Frager
CEO
Grubb & Ellis/BRE
Commercial
San Diego
1986
•
•
•
•
•
•
•
3
5
Malin Burnham
chairman
John Burnham LLC
San Diego
1891
•
•
•
•
•
•
•
3
241
Jim Zimsky
senior managing
director
Colliers International
Seattle
1980
•
•
•
•
•
1
64
Kent R. Williams
first vice
president, regional
manager
Marcus & Millichap
Encino
1980
•
•
1
1
Jason Hughes,
Craig Irving and
Dave Marino
principals
Irving Hughes
San Diego
1989
•
•
•
•
•
•
•
•
•
2
5
Linda Dunfee
The Voit Cos.
Woodland Hills
1988
•
•
•
•
•
•
•
•
2
3
Alan Scott
president, CEO
Almar Real Estate
Group Inc.
Carlsbad
1999
9
43
•
•
•
•
•
•
•
2
32
Larry Strickland
CEO
Lee & Associates
San Diego
1989
298
294
1
5
31
•
•
•
•
•
•
•
2
2
Jay Diskin
president, CEO
GVA Worldwide
San Diego
1975
$182
$363
(50)
83
77
8
12
7
•
•
•
•
•
1
68
William E. Fleck
president, S.D.
region
Staubach Co. Inc.
Dallas
1994
(619) 299-3000
(619) 299-8536
$144
$200
(28)
99
140
(29)
1
27
•
•
•
•
•
1
1
Chuck Hoffman
president
ACI Commercial
San Diego
1992
(858) 452-9100
(858) 452-9700
$105
$65
62
12
19
(37)
3
22
•
•
•
•
•
1
na
Steve Malley
regional manager
Sperry Van Ness
Irvine
1996
(619) 232-0026
(619) 231-8246
$93
$86
8
21
33
(36)
1
2
•
•
•
•
•
•
•
1
1
Ronald E.
Goldman and
David P. Ferguson
general partners
Goldman Ferguson
Partners
San Diego
1986
(619) 442-9200
(619) 442-6157
(800) 327-1947
$84
$66
28
322
367
(12)
14
10
•
•
•
•
•
•
•
•
1
1
Joe Bonin
chairman
1460 Capital Corp.
La Mesa
1980
(619) 471-2030
(619) 471-2055
$57
$51
12
97
91
7
2
21
•
•
•
•
•
•
•
•
1
1
Vince Provenzano
president
Award Commercial
San Diego
1995
(619) 596-1880
(619) 596-1883
$56
$38
46
84
97
(13)
1
7
•
•
•
•
•
•
•
1
1
James Renner
president
Inland Pacific
Commercial Properties
Santee
2001
(858) 274-3866
(858) 581-6867
(800) 619-3866
$6
$6
0
6
8
(25)
25
126
•
•
•
•
•
•
•
2
2
Patrick J. Park
president, CEO
Dunn Real Estate &
Development Co. Inc.
San Diego
1974
wnd Would not disclose
na Not available
NA Not applicable
NR Not ranked
Notes: The following companies on last year's list did not return a survey for this year's list: Studley, No. 15 last year; NAI San Diego
Commercial Real Estate Services, No. 17 last year; Capital Real Estate Inc., No. 22 last year; and James Crone & Associates Inc., No.
25 last year.
Flocke & Avoyer Commercial Real Estate, No. 11 last year; and Hendricks & Partners, No. 16 last year, declined participation in this
year's list.
Retail Properties Group Inc., No. 18 last year, was acquired by Lee & Associates in July 2006.
•
•
Sources: The companies and CPA-attested letters.
It is not the intent of this list to endorse the participants nor to imply a company's size or numerical rank indicates its quality.
(1) This figure may include licensed assistants.
(2) Full-time and licensed agents are as of Jan. 1, 2007.
(3) Eastdil Secured is a wholly owned subsidiary of Wells Fargo & Co.
(4) Lee & Associates has a second office located at 3262 Holiday Court, in La Jolla.
(5) Formerly ACI Commercial.
Researched by Liz Wiedemann
Originally published Jan. 29, 2007
S T R U C T U R E S
22
May 28, 2007
LARGEST CONSTRUCTION PROJECTS
Ranked by contract amount for projects undertaken or completed within last 12 months
Project name
Project address
• Contract amount
• General contractor
• Date of (planned)
completion
• Developer
Square
footage of
project
Architect/Architecture
firm
Project description
Investors/source of
funding
1
Pacific Beacon
$215,000,000
Clark Construction Group Calif. LLP
November 2008
Clark Realty Capital, U.S.
Navy
1,557,000
Leo A. Daly
Three 18-story towers for bachelor enlisted quarters
for military and public use
na
2
The Mark
$155,000,000
Hensel Phelps
April 2007
Douglas Wilson
Companies
360,000
Shears Adkins, Martinez + Cutri
3
Qualcomm Building N
$137,500,000
Roel Construction Inc.
February 2007
Qualcomm Inc.
475,000
Delawie Wilkes Rodrigues
Barker
475,000-square-foot project, 10-story corporate
headquarters office building
na
4
Lincoln High School reconstruction
$101,205,599
Barnhart Inc.
August 2007
San Diego City Schools
323,196
Martinez + Cutri
na
na
5
DiamondView Tower
$100,000,000
Reno Contracting Inc.
March 2007
Cisterra Partners
325,000
Carrier Johnson
12-floor office building including retail, restaurant and
parking space
na
6
Del Norte High School
$100,000,000
Barnhart Inc.
March 2009
Poway Unified School
District
196,110
NTDStichler
New high school housing 2,150 students and
occupying a 62-acre rural site, home to grazing
livestock
na
7
Icon
$85,000,000
Ledcor Builders Inc.
March 2007
Icon LLC
490,000
TannnerHecht
Four towers ranging from five to 24 stories, three
levels of underground parking and retail space
na
8
Qualcomm W Campus
$79,500,000
Roel Construction Inc.
March 2007
Qualcomm Inc.
415,000
Delawie Wilkes Rodrigues
Barker
415,000-square-foot, 12-story office building
na
$77,600,000
Reno Contracting Inc.
Fall 2007
Kilroy Realty Corp.
318,000
Pacific Cornerstone Architects
Three-story class A office building
Kilroy Realty Corp.
$66,537,000
Clark Construction Group
March 2006
Department of General
Services
301,000
Carrier Johnson
Sustainable government office complex comprised of
a campus of buildings
State of Calif.
$64,800,000
Reno Contracting Inc.
December 2007
Kilroy Realty Corp.
142,726
Hanna Gabriel Wells
Six-story class A office building
Kilroy Realty Corp.
$63,510,535
Barnhart Inc.
August 2006
San Dieguito Union High
School District
287,536
NTDStichler
New high school consisting of nine buildings and
spanning 288,000 square feet
na
$60,000,000
Reno Contracting Inc.
April 2007
Kilroy Realty Corp.
877,000
Hanna Gabriel Wells
Four-story, 480,000-square-foot office building and
four-story parking garage
na
$52,200,000
Clark Construction Group
June 2008
na
855,000
Leo A. Daly
Includes hazardous material abatement and
demolition to outdated structures
na
$52,000,000
Reno Contracting Inc.
March 2006
Biosite Inc.
352,754
Delawie Wilkes Rodrigues
Barker
Four-building campus, including a two- and
three-story concrete tilt-up, and interior
improvements
na
$51,700,000
Reno Contracting Inc.
Fall 2008
Kilroy Realty Corp.
146,156
Pacific Cornerstone Architects
Six-story class A office building
Kilroy Realty Corp.
$48,279,500
PCL Construction Services
Inc.
December 2007
Anka Property Group
248,682
Perkins & Co. Architecture &
Urban Design Inc.
24-story condominium tower with below-ground
parking
private
$44,795,000
PCL Construction Services
Inc.
December 2008
University of California,
San Diego
83,354
LMN Architects
New construction of a music building, providing new
instructional spaces, practice rooms, faculty studios
public
$40,000,000
DPR Construction Inc.
August 2007
Kilroy Realty Corp.
440,500
Carrier Johnson
Tenant improvements for Intuit Inc. to consolidate San
Diego operations
Intuit Inc.
$36,356,704
PCL Construction Services
Inc.
April 2007
University of California,
San Diego
83,333
Ellerbe Becket
Four-story graduate business management school,
including classrooms, breakout/study rooms, faculty
offices , dean's suite, executive education, career
services, student support areas
public
Rank
9
3301 Main St.
San Diego 92113
Eighth and Market
San Diego 92101
Morehouse Drive
San Diego 92121
150 S. 49th St.
San Diego 92113
10th and J St.
San Diego 92101
13626 Twin Peaks Road
Poway 92064
301 10th Ave.
San Diego 92101
5751 Pacific Center Blvd.
San Diego 92121
Cardinal Health
10020 Pacific Mesa Blvd.
San Diego 92121
10
Caltrans District 11 Headquarters
11
Kilroy Sabre Springs Phase III
12
Canyon Crest Academy
13
Santa Fe Summit
14
4050 Taylor St.
San Diego 92110
13480 Evening Creek Drive
San Diego 92128
5951 Village Center Loop Road
San Diego 92130
7525 Torrey Santa Fe Road
San Diego 92129
Veterans Administration San Diego seismic
correction
La Jolla Village Drive
San Diego 92110
15
Biosite Inc. headquarters
16
Scripps Health
17
9975 Summers Ridge Road
San Diego 92121
15004 Innovation Drive
San Diego 92128
Aria Condominiums
Ninth Avenue and Ash Street
San Diego 92101
18
UC San Diego Music Building
19
Intuit San Diego campus
20
UC San Diego Rady School of Management
UC San Diego
La Jolla 92037
7525 Torrey Santa Fe Road
San Diego 92129
UC San Diego campus
La Jolla 92037
wnd Would not disclose
na Not available
NA Not applicable
Lehman Brothers,
33-story condominium high-rise in San Diego's East
Fremont Investment and
Village
Loan, Corus Bank
(NR) Not ranked
Sources: The building contractors, architects and architecture firms, CPA/CFO attested letters.
It is not the intent of this list to endorse the participants nor to imply a project's size or numerical rank indicates quality.
Researched by Liz Wiedemann
Originally published April 30, 2007
S T R U C T U R E S
May 28, 2007
23
LARGEST CONSTRUCTION PROJECTS
Ranked by contract amount for projects undertaken or completed within last 12 months
Rank
Project name
Project address
21
Gateway at Torrey Hills
22
Hilton San Diego Convention Center
23
24
25
Carmel Mountain Road at I-5
San Diego 92130
One Park Blvd.
San Diego 92101
Gemini Science Inc./La Jolla Institute for Allergy and
Immunology
9420 Athena Circle
La Jolla 92037
Rock Church & Academy
2277 Rosecrans St.
San Diego 92106
University of San Diego, School of Leadership &
Education Services
5998 Alcala Park
San Diego 92110
26
UCSD Student Academic Services Facility
27
Del Sur Elementary School
28
Aloft On Cortez Hill
29
San Marcos Elementary School No. 2
30
Village Walk at Eastlake
31
City Heights Senior Housing
32
Bachelor Enlisted Quarters, P-015
33
Sidney Kimmel Cancer Center
34
Lofts At 677
35
National University Kearny Mesa
36
Bachelor Enlisted Quarters, San Mateo
37
Miramar College Fieldhouse
38
Qualcomm Building BB
39
Encina Water Pollution Control Facility
40
Del Mar Multipurpose Livestock Facility
9500 Gilman Drive
La Jolla 92093
15665 Paseo del Sur
San Diego 92127
889 Date St.
San Diego 92101
Oleander Avenue and Poinsettia Avenue
Vista 92081
Intersection of SR 125 and Eastlake Parkway
Chula Vista na
4065 43rd St.
San Diego 92105
P.O. Box 555019
Camp Pendleton 92055
10905 Road to the Cure
San Diego 92121
655 G St.
San Diego 92101
580 Aero Court
San Diego 92123
P.O. Box 555019
San Diego 92055
10440 Black Mountain Road
San Diego 92126
4243 Campus Point Court
San Diego 92121
6200 Avenida Encinas
Carlsbad 92009
2260 Jimmy Durante Blvd.
Del Mar 92014
wnd Would not disclose
na Not available
NA Not applicable
(NR) Not ranked
• Contract amount
• General contractor
• Date of (planned)
completion
• Developer
Square
footage of
project
Architect/Architecture
firm
Project description
Investors/source of
funding
$36,000,000
Reno Contracting Inc.
October 2007
Cisterra Partners
200,000
Brian Paul & Associates
Two four-story buildings, multi-level parking structure
and associated site work
na
$35,000,000
Hensel Phelps Construction
Co.
December 2008
Phelps Portman San
Diego LLC
na (1)
John Portman and Associates
Convention Hotel
Hilton and ING Clarion
$33,800,000
DPR Construction Inc.
July 2006
Gemini Science Inc./La
Jolla Institute for Allergy
and Immunology
145,000
Delawie Wilkes Rodrigues
Barker
Three-level research and development building
Gemini Science Inc.
$33,585,141
Harper Construction Co. Inc.
August 2007
na
205,500
Gensler
116,000-square-foot K-12 school and
89,000-square-foot sanctuary
Evangelical Christian
Credit Union
$33,200,000
Rudolph & Sletton
August 2007
University of San Diego
83,000
Delawie Wilkes Rodrigues
Barker
Two-level facility featuring 15 classrooms,
auditorium, executive training classroom and an
instructional resource center
private
$30,000,000
McCarthy Building Cos.
April 2007
Facilities Design &
Construction at UCSD
110,000
Rob Wellington Quigley
Five-story facility with an auditorium and cafe
UC Regents, Department
of the State Architect
$29,000,000
Edge Development
August 2008
Poway Unified School
District
84,259
NTDStichler Architecture
Two-story elementary school, including library, food
service, interactive learning mall, playground and field
state of Calif.
$26,953,928
Harper Construction Co. Inc.
April 2007
Oliver McMillan
200,600
Benson & Bohl
160 condominiums, two-level underground parking
Bank of America
$23,000,000
C.W. Driver
June 2008
San Marcos Unified
School District
57,000
HMC
14-acre elementary school campus, including 14
buildings
State of California
$22,755,360
Jaynes Corp. of California
April 2007
Sudberry Properties
160,000
Fehlman LaBarre Architecture
Planning
Specialty retail center
na
$21,974,825
Harper Construction Co. Inc.
September 2007
Chelsea Development
95,000
Dominy & Associates
$19,897,265
Harper Construction Co. Inc.
September 2007
U.S. Navy
100,550
Cass Sowatsky Chapman &
Associates
Marine Corp. base housing
U.S. Navy
$19,800,000
Rudolph & Sletton
November 2006
Sidney Kimmel Cancer
Center
91,000
Delawie Wilkes Rodrigues
Barker
Two-story building containing 70,000-square-feet of
laboratory space and seminar room
tax-exempt bonds
$19,502,993
Harper Construction Co. Inc.
February 2007
Oliver McMillan
188,000
Studio E Architects
148-unit condominium
Principal Financial Group
$19,500,000
Roel Construction Inc.
2008
National University
174,000
Delawie Wilkes Rodrigues
Barker
New academic building, new parking structure, new
oceaneering building and new academic/office
building
na
$18,622,031
Harper Construction Co. Inc.
May 2006
U.S. Navy
91,012
Cass Sowatsky Chapman &
Associates
Marine Corp. base housing
U.S. Navy
$18,600,000
C.W. Driver
July 2008
San Diego Community
College District
65,000
Carrier Johnson
Includes gymnasium, team locker rooms, physical
therapy room, fitness center, dance and aerobics
room and office space
Proposition "S" and Mira
Mesa Facilities Benefit
Assessment Funds
$16,500,000
Roel Construction Inc.
October 2007
Qualcomm Inc.
145,000
Delawie Wilkes Rodrigues
Barker
Two-story office building tenant improvement
na
$15,309,820
Jaynes Corp. of California
May 2007
Encina Wastewater
Authority
43,600
Platt Whitelaw
A two-story operations building which will include a
laboratory; a one-story maintenance building,
office/administration area and computer server room
na
$14,598,102
Jaynes Corp. of California
November 2006
Del Mar Fairgrounds
81,528
California Construction Authority 40,700-square-foot multi-purpose building of office
space, 40,828-square-foot livestock building
na
151-unit affordable senior housing project, mid-rise, Redevelopment Agency
five-story
and tax credit funding
Sources: The building contractors, architects and architecture firms, CPA/CFO attested letters.
It is not the intent of this list to endorse the participants nor to imply a project's size or numerical rank indicates quality.
(1) Project covers 5 acres.
Researched by Liz Wiedemann
Originally published April 30, 2007
S T R U C T U R E S
24
May 28, 2007
ENVIRONMENTAL CONSULTANTS
(1)
Ranked by number of San Diego County environmental employees as of Jan. 1, 2007
3E Co.
(6)
1905 Aston Ave., Carlsbad 92008
www.3ecompany.com
3
Tetra Tech
(3)
4
1230 Columbia St., #1000, San Diego 92101
www.tetratech.com
Recon Environmental Inc.
(11)
1927 Fifth Ave., San Diego 92101
www.recon-us.com
5
URS Corp. (3)
(5)
1615 Murray Canyon Road, #1000, San Diego 92108
www.urscorp.com
6
Shaw Environmental & Infrastructure Inc.
(8)
1230 Columbia St., #1200, San Diego 92101
www.shawgrp.com
7
Edaw
(9)
8
1420 Kettner Blvd., #620, San Diego 92101
www.edaw.com
Brown and Caldwell
(10)
9665 Chesapeake Drive, #201, San Diego 92123
www.brownandcaldwell.com
9
Helix Environmental Planning Inc.
(4)
10
7578 El Cajon Blvd., #200, La Mesa 91941
www.helixepi.com
Jones & Stokes (4)
(NR)
2600 V St., Sacramento 95818
www.jonesandstokes.com
11
GeoSyntec Consultants
(16)
12
(14)
13
(15)
14
(20)
15
(18)
16
(19)
17
(17)
18
(NR)
19
(21)
20
(22)
21
(NR)
22
(25)
23
(13)
24
(NR)
10875 Rancho Bernardo Road, San Diego 92127
www.geosyntec.com
Hargis + Associates Inc.
2365 Northside Drive, Suite C-100, San Diego 92108
www.hargis.com
NRC Environmental Services Inc.
3500 Estudillo St., San Diego 92110
www.nrces.com
P&D Consultants
8954 Rio San Diego Drive, #610, San Diego 92108
www.tcb.aecom.com
HDR Engineering Inc.
8690 Balboa Ave., #200, San Diego 92123
www.hdrinc.com
SCS Engineers (5)
8799 Balboa Ave., #290, San Diego 92123
www.scsengineers.com
Mactec Engineering and Consulting Inc.
9177 Sky Park Court, San Diego 92123
www.mactec.com
TRC
9471 Ridgehaven Court, San Diego 92123
www.trcsolutions.com
Tracer Environmental Sciences &
Technologies Inc.
970 Los Vallecitos Blvd., #100, San Marcos 92069
www.tracer-est.com
Ninyo & Moore
5710 Ruffin Road, San Diego 92123
www.ninyoandmoore.com
PBS&J
175 Calle Magdalena, Encinitas 92024
www.pbsj.com
Nautilus Environmental
5550 Morehouse Drive, #150, San Diego 92121
www.nautilusenvironmental.com
Kleinfelder Group Inc.
5015 Shoreham Place, San Diego 92122
www.kleinfelder.com
Rincon Consultants Inc.
5355 Avenida Encinas, #103, Carlsbad 92008
www.rinconconsultants.com
(760) 602-8700
(760) 602-8852
120
180
300
$41
$33
24
100
(619) 525-7188
(619) 525-7186
95
125
8,000
$18
$17.5
3
40
(619) 308-9333
(619) 308-9334
86
99
103
$10
$9.1
11
(619) 294-9400
(619) 293-7920
85
210
30,000
na
na
NA
(619) 239-1690
(619) 239-1238
80
105
22,000
$15.5
$13.5
15
(619) 233-1454
(619) 233-0952
71
92
1,250
$11.7
$11.4
3
(858) 571-6714
(858) 514-8833
53
65
1,500
$11.2
$9.5
17
(619) 462-1515
(619) 462-0552
50
89
104
$11.8
$11.3
5
(919) 737-3000
(919) 737-3030
45
45
450
$6
$4.8
25
(858) 674-6559
(858) 674-6586
40
36
600
$8.5
$5.5
55
(619) 521-0165
(619) 521-8580
34
37
56
(619) 235-3323
(619) 232-4093
(619) 291-1475
(619) 291-1476
41
40
12
Division of
an
engineering
company?
43
54
3
No
5
5
90
60
20
15
5
Yes
17
24
51
2
No
20
Yes
No
• Local
executive(s)
• Title(s)
San Diego County Water
Authority, city of Carlsbad,
San Diego Unified School
Frank Dudek
District, Vista/San Marcos
CEO
School District, Brookfield
Homes
Costco Wholesale Corp.,
America West, Eastman
Robert Christie
Chemical, Temple-Inland,
president, CEO
Menasha and PacifiCorp
Navy, CCDC, Office of Energy
Management, and
Steven Geyer
Department of General
principal, engineer
Services State of California
U.S. Army Corps of Engineers
Los Angeles District, NAVFAC
Southwest. Bureau of Land
Management, county of San
Diane Pearson
Diego, city of San Diego, city vice president
of Chula Vista, Pardee
Homes, McMillin
Communities
San Diego Unified School
Rick Webb and
District, San Diego County,
Steve Brinigar
Caltrans, Kinder Morgan,
vice president
Sandag, Port of San Diego
Year
established
locally
1980
1988
10
23
77
15
20
40
25
10
40
30
25
20
5
55
85
5
10
No
US Navy, Allied Waste, city of
San Diego, Nassco,
development firms
Len Yamamoto
business line
manager
1987
50
50
40
40
20
No
Sandag, SDG&E, county of
San Diego, city of San Diego,
NAVFAC Southwest, San
Diego County Water Authority
Michael Downs
managing
principal
1985
Michael Nienberg,
US Navy NAVFAC Southwest, George Khoury Sr.,
General Dynamics, General
Vijay Bedi and
Atomics, city of San Diego
John Fields
50
5
40
5
Yes
100
1
15
75
9
No
40
60
5
45
45
5
No
35
15
0
5
35
60
na
na
NA
50
25
5
85
33
36
489
$5.9
$4.2
40
80
30
60
250
$21.5
$21
2
40
5
15
50
25
No
10
20
75
25
No
No
10
80
10
30
78
5,700
$8.2
$7.3
12
10
45
40
5
20
30
30
20
Yes
(858) 571-5500
(858) 571-5357
30
35
530
$5.4
$5.9
(8)
38
30
2
30
5
50
10
35
Yes
(858) 278-3600
(858) 278-5300
30
175
3,052
na
na
NA
10
80
(858) 505-8881
(858) 277-4193
27
30
2,500
na
na
NA
30
45
10
(760) 744-9611
(760) 744-8616
24
24
31
$3.2
$3.8
(16)
50
30
20
(858) 576-1000
(858) 576-9600
23
92
321
$5.3
$6
(12)
50
15
15
10
(760) 753-1120
(760) 753-0730
17
115
3,871
na
na
NA
(858) 587-7008
(858) 225-3449
13
14
29
$1.3
$1.3
0
(858) 320-2000
(858) 320-2001
10
125
1,971
$3.0
$4.5
(33)
35
20
15
(760) 918-9444
(760) 918-9449
8
9
51
$2.2
$2
10
25
11
4
85
100
San Diego County Water
Authority, county of San
Richard Carrico
Diego, Port of San Diego,
regional business
Otay Water District, city of El
development
Centro, Imperial County, city
leader
of Solana Beach
County of San Diego, law
firms, retail developers
Boeing, Raytheon, L3
Communications, BAE
Systems, San Diego County
Water Authority
SDG&E, Kinder Morgan, LS
Power, ARB, San Diego
Unified School District,
Qualcomm, Coastal
Transport, Frazee Paints, 3E
Co.
na
City of San Marcos, county of
San Diego, city of Carlsbad,
city of Santee, Otay Water
District, DR Horton, city of
Lake Elsinore, city of
Calexico, UC Riverside
City of San Diego, DR Horton,
Manchester Financial, CCDC,
San Diego County, Hard Rock
Hotel
1975
1972
1950
1990
1991
1979
Sam Williams
vice president
1998
David Hargis
CEO
1979
Scott Manuel
manager,
business
development
1994
Alan Potok
1975
Betty Dehoney
vice president
1999
Dan Johnson
vice president
1992
1986
Yes
wnd
Pete Campbell
branch manager
and Jack Fraser
West division
manager
10
90
Yes
SDG&E, SCE, Otay River
Constructors, oil companies,
Port of San Diego, various
developers
Robert Prohaska
and Gary McCue
principals
1989
20
15
65
No
U.S. Department of Defense,
US Air Force, Sempra, CA
ARB, Costco, Plains
Resources, various law firms
Thomas Rappolt
president, CEO
1995
5
30
50
Yes
na
Avram Ninyo
CEO
1986
Yes
UCSD, city of San Diego, city
of Del Mar, San Diego County
Water Authority
Paul E. Cooley
vice president,
senior division
manager
1979
No
UCSD, UCLA, Spawar, BAE
Systems, Continental
Maritime, Port of Long Beach
Marilyn O'Neill
CEO
2004
Yes
NAVFAC, Poway Unified
School District, NCTD, San
Diego City Schools
John
Moossazadeh
vice president
1985
No
na
Julie Marshall
senior associate
2002
20
20
15
Tom Huffman
president
na
Yes
(858) 712-8400
(858) 712-8333
In case of a tie, companies are ranked by 2006 gross local environmental revenues.
wnd Would not disclose
na Not available
NA Not applicable
NR Not ranked
Notes: The following companies on last year's list did not return surveys for participation this year: Secor International Inc., No. 7
last year; Amec Earth & Environmental, No. 23 last year; and Geocon Inc., No. 24 last year.
Science Applications International Corp., No. 2 last year, declined participation in this year's list.
Source: The consultants.
Partial client list
20
40
30
Federal gov.
7
Other
2
$26.2
$24.2
8
Commercial
605 Third St., Encinitas 92024
www.dudek.com
140
160
200
Local gov.
(1)
(760) 942-5147
(760) 632-0164
Remediation
Dudek (2)
Environmental
sciences
1
Telephone
Fax
NEPA/CEQA activity
(last year)
Company
Address
Web site
Employees as of
2007
• Local
environmental
• Local full-time
• Companywide
Hazardous
material/site
assessment
Rank
Percentage of
contract revenue
Percentage of
revenue type
Gross local
environmental
revenue:
• FY 2006
• FY 2005
$ Millions
• % change
(loss)
5
30
50
20
50
30
20
60
0
10
84
15
15
6
It is not the intent of this list to endorse the participants nor to imply a consultant's size or numerical rank indicates its quality.
(1) Firms involved in environmental assessment, hazardous waste material management, remediation and National Environmental
Policy Act/California Environmental Quality Act activities.
(2) Listed last year as Dudek & Associates Inc.
(3) URS Corp. has four offices in San Diego County.
(4) Previously known as Mooney, Jones & Stokes.
(5) Listed last year as Environmental Business Solutions/SCS Engineers.
Researched by Liz Wiedemann
Originally published Feb. 5, 2007
S T R U C T U R E S
May 28, 2007
25
RESIDENTIAL HOMEBUILDERS
Ranked by number of homes closed in San Diego County in 2006
Rank
(last year)
1
Company
Address
Web site
Lennar
(1)
1525 Faraday Ave., #300, Carlsbad 92008
www.lennar.com
2
Shea Homes San Diego
(3)
9990 Mesa Rim Road, San Diego 92121
www.sheahomes.com
3
Pardee Homes
(NR)
4
12626 High Bluff Drive, #100, San Diego 92130
www.pardeehomes.com
Crescent Heights
(11)
7503 Charmant Drive, San Diego 92122
www.crescentheights.com
5
William Lyon Homes Inc.
(7)
15373 Innovation Drive, #300, San Diego 92129
www.lyonhomes.com
6
KB Home
(6)
12235 El Camino Real, #100, San Diego 92130
www.kbhome.com
7
Brookfield San Diego Holdings LLC
(4)
12865 Pointe del Mar, #200, Del Mar 92014
www.brookfieldhomes.com
8
McMillin Homes, a Corky McMillin company
(9)
2750 Womble Road, San Diego 92186
www.mcmillin.com
9
K. Hovnanian Homes
(16)
10
(15)
11
(19)
12
(14)
13
(20)
14
(5)
15
(NR)
16
420 Stevens Ave., #170, Solana Beach 92075
www.khov.com
Barratt American Inc.
5950 Priestly Drive, Carlsbad 92008
www.barratt.com
Olson Co.
9171 Towne Centre Drive, #450, San Diego 92122
www.theolsonco.com
CityMark Development
701 B St., #1100, San Diego 92101
www.citymark.com
SeaCountry Homes
2451 Impala Drive, Suite A, Carlsbad 92010
www.seacountryhomes.com
Fieldstone Communities Inc.
14 Corporate Plaza, Newport Beach 92660
www.fieldstone-homes.com
Intergulf Development Corp.
5040 Shoreham Place, #100, San Diego 92122
www.intergulf.com
Michael Crews Development
(24)
P.O. Box 300429, Escondido 92030
www.michaelcrews.com
17
Buie Communities LLC (1)
(17)
18
(NR)
11260 El Camino Real, #200, San Diego 92130
www.buiecommunities.com
McCullough-Ames Development
11828 Rancho Bernardo Road, #205, San Diego 92128
www.mccullough-ames.com
Telephone
Fax
Number of
Number of
homes closed in
homes closed:
2006:
• 2006
• Average
• 2005
selling price
• % change
• % detached
(loss)
• % attached
Local gross
revenue:
• FY 2006
• FY 2005
$ Millions
• % change
(loss)
Full-time
employees as of
2/1/2007:
• Local
• Companywide
Number of homes:
• Current inventory
• Under construction
• % sold under
construction
• Largest
project under
construction
• No. of homes
• Cost
• Parent
company
• Headquarters
• Local
• Year
executive(s)
established
• Title(s)
locally
(760) 918-7700
(760) 804-7723
715
832
(14)
$586,183
38
62
$375.5
$448.6
(16)
146
9,222
12
154
20
Eureka Springs
340
$219.3 million
Michael Levesque
regional vice
president
Lennar
Miami
1993
(858) 526-6500
(858) 320-0454
505
653
(23)
$568,000
23
77
$286
$406
(30)
165
na
60
236
na
Winding Walk
1,100
na
Paul Barnes
president
J.F. Shea Co.
Walnut
1985
(858) 794-2500
(858) 794-2599
408
582
(30)
na
99
1
na
na
NA
na
727
na
na
na
na
na
na
Beth Fischer
principal
Weyerhaeuser
Federal Way,
Wash.
1954
(858) 410-1300
(858) 410-1301
363
422
(14)
$351,843
0
100
$127.9
$144
(11)
49
453
73
0
0
na
na
na
(858) 673-4900
(858) 673-4833
314
325
(3)
$499,000
25
75
$154
$160
(4)
78
800
3
156
60
Promenade at the
Spectrum
168
$69 million
Brian Doyle
principal
William Lyon
Homes Inc.
Newport Beach
1956
(858) 703-2040
(858) 259-5108
304
521
(42)
na
na
na
na
na
NA
65
na
na
na
na
Campo Hills
222
na
Martin Lighterink
KB Home
Los Angeles
1987
(858) 481-8500
(858) 259-6975
244
611
(60)
$625,000
61
39
$152
$378
(60)
160
na
29
163
13
Cottage Lane
270
$490 million
Stephen P. Doyle
president
Brookfield Homes
Corp.
San Diego
2000
(619) 477-4117
(619) 794-1604
189
451
(58)
$821,000
100
0
$1,100
$880.2
25
544
944
10
100
70
McMillin Lomas
Verdes
5,100
$1 billion
Mark McMillin
and Scott
McMillin
co-chairmen,
CEOs
Corky McMillin
Cos.
San Diego
1960
(858) 847-9660
(858) 947-9664
180
283
(36)
$735,000
70
30
$132
$194.7
(32)
60
na
20
100
90
Lake Rancho Viejo
284
$140 million
Angela Merrill
area vice
president
K. Hovnanian
Enterprises
Red Bank, N.J.
1994
(760) 431-0800
(760) 929-6433
135
300
(55)
$902,700
37
63
$121.9
$229.9
(47)
136
157
41
109
35
Citysquare
102
na
Michael D.
Pattinson
CEO
Barratt American
Inc.
Carlsbad
1980
(858) 453-7181
(858) 455-5197
124
139
(11)
$385,900
13
87
$47.8
$70.6
(32)
23
225
na
na
na
Legacy Walk
110
$40 million
Tony Pauker
regional president
Olson Co.
Seal Beach
1998
(619) 231-1161
(619) 235-4691
111
268
(59)
$537,000
0
100
$60
$136
(56)
12
12
5
86
14
Aperture
86
$52 million
Rich Gustafson
president and
Russ Haley
vice president
CityMark
Development
San Diego
2000
(760) 804-8400
(760) 804-8410
99
52
90
$655,000
100
0
$69
$37
86
22
22
0
15
60
Garden Walk at 4S
Ranch
136
$72 million
(949) 790-5400
(949) 453-0095
93
181
(49)
$782,800
100
0
$72.8
$135.2
(46)
na
na
11
34
87
na
na
na
(858) 875-5999
(858) 875-5989
46
50
(8)
$475,000
4
96
na
na
NA
38
68
0
402
50
Breeza
162
na
(760) 749-1919
(760) 749-6083
29
40
(28)
$931,310
100
0
$27.1
$35.7
(24)
67
82
10
37
na
El Norte Park
11
6783284
Michael Crews
CEO
Michael Crews
Development
Escondido
1982
(858) 794-2400
(858) 794-2401
29
30
(3)
$722,162
100
0
$20.9
$22.4
(6)
26
na
3
14
50
Chanteclaire
100
25373000
Bob Buie
chairman
Buie Group
San Diego
1983
(858) 675-6400
(858) 451-1905
15
20
(25)
$2,227,333
100
0
$34.1
$36.6
(7)
7
7
3
5
20
In case of a tie, companies are ranked by the number of homes closed in 2005.
wnd Would not disclose
na Not available
NA Not applicable
(NR) Not ranked
Notes: The following companies on last year's list did not return a survey this year: D.R. Horton Inc., No. 2 last year; Standard
Pacific Homes, No. 8 last year; Bosa Development California Inc., No. 10 last year; Intracorp, No. 12 last year; Davidson, No. 18 last
year; John Laing Homes, No. 21 last year; Hallmark Communities Inc., No. 22 last year; and Gateway Vista Associates Inc., No. 25
Brian Duchman,
Hava Naim, Berel Crescent Heights
Schusterman and
Miami
Carlos Castillejo
2000
managers
Thomas Atkin SeaCountry Homes
chief operating
Carlsbad
officer
2002
David Greminger
president
Fieldstone Corp.
Newport Beach
1981
Intergulf
Joe Werner
chief operating Development Corp.
San Diego
officer
2000
Brett Ames,
Gables Crossing at
McCullough-Ames
Monty
Del Sur
McCullough and Development Inc.
29
Jeanne Plante Rancho Bernardo
na
1997
managers
last year.
Pulte Homes, No. 13 last year, and Douglas Wilson Cos., No. 23 last year, declined participation in this year's list.
Harper Construction Co. Inc. returned a survey but did not qualify for this list because the homes were paid for by the military, with
no land cost.
Source: The homebuilders.
It is not the intent of this list to endorse the participants nor to imply a company's size or numerical rank indicates its quality.
(1) Formerly known as Buie Residential.
Researched by Liz Wiedemann
Originally published March 26, 2007
S T R U C T U R E S
26
May 28, 2007
ENGINEERING FIRMS
(1)
Ranked by number of local full-time licensed engineers as of Jan. 1, 2007
2
Rick Engineering Co.
(2)
5620 Friars Road, San Diego 92110
www.rickengineering.com
3
Project Design Consultants
(3)
701 B St., #800, San Diego 92101
www.projectdesign.com
4
PBS&J
(6)
175 Calle Magdalena, Encinitas 92024
www.pbsj.com
5
Bureau Veritas (5)
(4)
11590 W. Bernardo Court, #100, San Diego 92127
www.us.bureauveritas.com
6
Parsons Corp.
(5)
110 W. A St., #1050, San Diego 92101
www.parsons.com
7
HDR Engineering Inc.
(8)
8690 Balboa Ave., #200, San Diego 92123
www.hdrinc.com
8
RBF Consulting
(9)
9
9755 Clairemont Mesa Blvd., #100, San Diego 92124
www.rbf.com
Mactec Engineering and Consulting Inc.
(18)
9177 Sky Park Court, San Diego 92123
www.mactec.com
10
Richard Brady & Associates
(15)
11
(11)
12
(13)
13
(NR)
14
(16)
15
(14)
16
(12)
17
(NR)
18
(17)
19
(20)
20
(19)
4909 Murphy Canyon Road, #220, San Diego 92123
www.richardbrady.com
Kimley-Horn and Associates
517 Fourth Ave., #301, San Diego 92101
www.kimley-horn.com
Kleinfelder Group Inc.
5015 Shoreham Place, San Diego 92122
www.kleinfelder.com
TKG Consulting Engineers
5670 Oberlin Drive, San Diego 92121
www.tkgeng.com
CDM
1925 Palomar Oaks Way, #300, Carlsbad 92008
www.cdm.com
Burkett & Wong Engineers
3434 Fourth Ave., San Diego 92103
www.burkett-wong.com
Infrastructure Engineering Corp.
14271 Danielson St., Poway 92064
www.iecorporation.com
Boyle Engineering Corp.
7807 Convoy Court, #200, San Diego 92111
www.boyleengineering.com
Hunsaker and Associates San Diego Inc.
10179 Huennekens St., San Diego 92121
www.hunsakersd.com
Nasland Engineering
4740 Ruffner St., San Diego 92111
www.nasland.com
Brown and Caldwell
9665 Chesapeake Drive, #201, San Diego 92123
www.brownandcaldwell.com
Geo-engineering,
transportation design,
planning, site assessment,
military planning
Civil engineering, urban
design and planning,
transportation and traffic
engineering, landscape
architecture
60
44
43
2
210
na
na
NA
(619) 291-0707
(619) 291-4165
34
38
(11)
214
na
na
NA
(619) 235-6471
(619) 234-0349
34
38
(11)
175
na
na
NA
Civil engineering, land
planning, landscape
architecture, land surveying
(760) 753-1120
(760) 753-0730
34
31
10
115
na
na
NA
Environmental engineering
and science, transportation
planning, construction
management
(858) 451-6100
(858) 451-2846
33
38
(13)
155
$17.9
$19.2
(7)
Program management,
municipal engineering, code
compliance, geo-technical
engineering
(619) 687-0400
(619) 687-0401
31
34
(9)
73
na
na
NA
(858) 712-8400
(858) 712-8333
29
25
16
114
$8
$8
0
Planning, design, program
and construction
management for
water/wastewater;
transportation; schools;
environmental
Water and wastewater
design, water resources,
management consulting,
civil engineering
(858) 614-5000
(858) 614-5001
28
23
22
150
na
na
NA
Planning, civil, water
resources, traffic, survey,
construction management
(858) 278-3600
(858) 278-5300
26
15
73
175
na
na
NA
Engineering, construction,
environmental services
(858) 496-0500
(858) 496-0505
26
19
37
69
$8.1
$6
35
Civil, structural, mechanical,
electrical, instrumentation
and controls,
environmental, construction
5
20
(619) 234-9411
(619) 234-9433
26
22
18
63
$17.4
$16.5
5
Civil engineering,
transportation, transit,
traffic, site development,
flood control
39
42
(858) 320-2000
(858) 320-2001
25
21
19
1,970
na
$12.6
NA
Geotechnical engineering,
environmental engineering,
materials testing and
special inspection
(858) 597-0555
(858) 597-0565
22
21
5
75
$8.1
$6.6
23
MEP/FP, Lighting Design
18
20
54
20
Lake Hodges Tunnel,
Sprinter Rail
Rick Webb and
Steve Brinigar
1950
Coronado Shores
renovation
Roger Ball
1955
National City Blvd.
Streetscape Median and
Fountain
Plaza/Promenade; M2i
Greg Shields and
Rex Plummer
1976
10
90
City of San Diego Otay
Mesa Trunk Sewer, City of
Santee Forester Creek
Improvement Project
Paul E. Cooley
1979
1
3
Mid-Coast LRT Corridor
Alignment Study, UCSD
Price Center Expansion
Scott Kvandal
1975
45
10
Miramar College Arts
Village C.M. & SDCWA
Moreno-Lakeside
Inter-connect Pipeline
Richard Trembath,
Frank Belock and
Ed Caillouette
1962
10
na
Betty Dehoney
1999
5
40
20
20
10
40
20
30
20
30
2
Managing
partner(s)
3
85
4
Recently completed
projects (3)
5
10
80
1
Wastewater/
water
20
(619) 294-9400
(619) 293-7920
Qualcomm Building N&W;
Grossmont College Life Richard A. Rubin
Safety Road
na
Pete Campbell and
Jack Fraser
1986
65
10
Rancho Penasquitos 4.5
MW Hydroelectric Facility
- SDCWA, 35 MG Earl
Thomas Reservoir - city of
San Diego
Richard Brady
1999
11
4
Lindbergh Field projects, Chuck Spinks and
Bayfront redevelopment
Jim Roberts
project
1983
San Diego Tech Center John Moossazadeh
1985
2
16
18
17
6
4,093
na
$21.1
NA
Water resources,
wastewater, hazardous
waste, industrial,
transportation
(619) 299-5550
(619) 299-9934
18
19
(5)
53
$7.5
$6.8
10
Structural engineering, civil
engineering, forensic
engineering, surveying, and
land planning
(858) 413-2400
(858) 413-2440
17
22
(23)
47
$7.4
$6.1
21
Project management, civil
and mechanical
engineering, facility design,
municipal services
20
75
5
(858) 268-8080
(858) 292-7432
17
14
21
46
$7.6
$5.3
43
General civil,
water/wastewater,
surveying, transportation,
permitting
50
40
10
(858) 558-4500
(858) 558-1414
16
16
0
160
$28
$25.2
11
Land planning, civil
engineering, surveying,
project management, water
resources
10
10
70
10
(858) 292-7770
(858) 571-3241
15
14
7
52
na
na
NA
Civil engineering, surveying
and land planning
30
30
30
10
(858) 571-6714
(858) 514-8833
14
14
0
65
$11.2
$10
12
Civil engineering,
water/wastewater
engineering, infrastructure,
environmental
5
5
In case of a tie, companies are ranked by the total number of staff.
wnd Would not disclose
na Not available
NA Not applicable
NR Not ranked
Notes: The following companies on last year's list did not return surveys for participation this year: Geocon Inc., No. 7 last year, and
Nolte & Associates Inc., No. 10 last year.
Earth Tech, No. 21 last year, declined participation on this year's list.
Sources: The consultants and Standard Form 330.
5
1969
100
(760) 438-7755
(760) 438-7411
40
Year
established
locally
Other
(1)
1615 Murray Canyon Road, #1000, San Diego 92108
www.urscorp.com
Areas of practice (3)
Residential
URS Corp. (4)
Telephone
Fax
Public works
1
Company
Address
Web site
Breakdown of 2006
billings by percentage
Commercial/
industrial
Rank
(last year)
Gross billings:
Local full-time
(2)
licensed
engineers:
• 2006
• 2007
• 2005
• 2006
$ Millions
• % change
• % change
(loss)
Total staff
(loss)
5
50
50
40
La Jolla Institute of Allergy
Immunology & Sempra
Energy HQ - 1st Floor
Remodel
Paul Gibson
1996
Southern Region Tertiary
Treatment Plant (SRTTP),
NAVFAC SW, Camp
Pendleton; Yorba Linda
Feeder Bypass Pipeline,
Metropolitan Water
District (MWD), Orange
County
William Hunter
1988
Timothy Yeun,
Qualcomm Building W William Templeton,
Tower, Normal Heights Mark Batten, Steve
Elementary School
Wong and Robert
Shaffer
Otay Water District's
640-1 & 640-2
Reservoirs, Olivenhain
Municipal Water District's Preston Lewis
Modifications to the 4S
Ranch Water Reclamation
Facility
Carlsbad Desalinated
Water Conveyance
Facilities Study and
Clark Fernon
I-15/Camino del Norte
Interchange Design
Dave Hammar, Lex
Williman, Alisa
Otay Ranch, La Costa,
Vialpando, Ray
San Elijo
Martin and Dan
Smith
1971
2002
1951
1987
Padre Dam Customer Steven D. Nasland
Service Center; SDSU
and D.K. Nasland
College of Arts and Letters
1959
BAF Design, city of San Michael Nienberg,
Diego; Feasibility Study George Khoury Sr.,
for Point Loma
Vijay Bedi and
Wastewater Treatment
John Fields
Plant
1990
It is not the intent of this list to endorse the participants nor to imply a firm's size or numerical rank indicates its quality.
(1) Firms with emphasis on civil and/or geo-technical engineering.
(2) Number may include revenue from environmental consulting.
(3) Due to space constraints, this is a partial listing.
(4) URS Corp. has four offices in San Diego County.
(5) Bureau Veritas has two offices in San Diego County, Testing Engineers-San Diego and Berryman & Henigar Inc. Bureau Veritas is
formerly known as Bureau Veritas/Berryman & Henigar.
Researched by Liz Wiedemann
Originally published Feb. 5, 2007
S T R U C T U R E S
May 28, 2007
27
ENGINEERING FIRMS
(1)
Ranked by number of local full-time licensed engineers as of Jan. 1, 2007
(22)
23
(23)
24
(NR)
25
(NR)
Hope Engineering Inc.
1301 Third Ave., #300, San Diego 92101
www.hopeengineering.com
Geotechnics Inc.
9245 Activity Road, #103, San Diego 92126
www.geotechnicsinc.com
Ninyo & Moore
5710 Ruffin Road, San Diego 92123
www.ninyoandmoore.com
P&D Consultants
8954 Rio San Diego Drive, #610, San Diego 92108
www.tcb.aecom.com
(619) 521-8500
(619) 521-8591
13
10
30
27
na
na
NA
Structural engineering
20
15
35
(619) 232-4673
(619) 235-4675
13
12
8
25
na
na
NA
Structural engineering
70
5
(858) 536-1000
(858) 536-8311
10
10
0
55
$6.7
$6.3
6
Geo-technical, materials
testing, environmental
25
15
35
(858) 576-1000
(858) 576-9600
9
8
13
92
$5.4
$5.8
(7)
Geo-technical engineering,
materials testing,
environmental consulting
25
35
(619) 291-1475
(619) 291-1476
9
13
(31)
60
$10.5
$11.2
(6)
Civil engineering, land use
planning, environmental
30
In case of a tie, companies are ranked by the total number of staff.
wnd Would not disclose
na Not available
NA Not applicable
NR Not ranked
Notes: The following companies on last year's list did not return surveys for participation this year: Geocon Inc., No. 7 last year, and
Nolte & Associates Inc., No. 10 last year.
Areas of practice (3)
Year
established
locally
Other
22
3131 Camino del Rio N., #1080, San Diego 92108
www.kpff.com
Telephone
Fax
Wastewater/
water
KPFF Consulting
(25)
Residential
21
Public works
Company
Address
Web site
Breakdown of 2006
billings by percentage
Commercial/
industrial
Rank
(last year)
Gross billings:
Local full-time
(2)
licensed
• 2006
engineers:
• 2005
• 2007
$ Millions
• 2006
• % change
• % change
(loss)
(loss)
Total staff
Recently completed
projects (3)
30
National City Public
Library, UCSD Computer Eric Lehmkuhl and
Science/Engineering
Farid Mohseni
Building
1994
25
Qualcomm Morehouse
James A.
campus building 'N' and
Amundson and
parking garage; Icon
Charles
B. Hope Jr.
residential building
1993
25
Geo-technical design for Michael Imbriggio,
Eastern Urban Center,
Anthony Belfast
Otay Ranch Town Center
and W. Lee
Mall
Vanderhurst
1992
5
35
Coronado Transbay Sewer
Force Main, MMC Chula
Vista Energy Center
Avram Ninyo
1986
60
10
na
Alan Potok
1975
Managing
partner(s)
Earth Tech, No. 21 last year, declined participation on this year's list.
Sources: The consultants and Standard Form 330.
It is not the intent of this list to endorse the participants nor to imply a firm's size or numerical rank indicates its quality.
(1) Firms with emphasis on civil and/or geo-technical engineering.
(2) Number may include revenue from environmental consulting.
(3) Due to space constraints, this is a partial listing.
Researched by Liz Wiedemann
Originally published Feb. 5, 2007
School:
Continued from Page 9
and west of Rancho Penasquitos. The two
CHPS-inspired schools are set to open in
fall 2008.
“There are financial incentives from the
state (to use CHPS),” Miller said. “However,
those incentives are just part of the equation. It is the desire of the school district
design team working with the board of education and administration to use the construction dollars effectively. That includes
providing energy-efficient schools.”
Let There Be Light
Project architect and designer Buddy
Gessel of NTDStichler Architecture San
Diego said solar lighting touches have
been one of the most interesting CHPS-
Tour:
Continued from Page 8
for park visitors.
There is one drawback, though.
Unlike the old monorail tour, which
traveled through both African and Asian
exhibits, the new tour is limited to African animal enclosures.
“Going in and out of Africa was a bit
confusing,” said Michael Ahlering, director of park operations. “We decided to
make the new tour an exclusively African tour since that is really what we’re
known for.”
A camouflaged wall barrier that resembles mud banks and rocks separates the
Asian open-range enclosure from the African Express tour exhibits. Asian exhib-
compliant elements of the project so far.
Integrated into Del Norte’s expected 88 classrooms, from science laboratories to lecture spaces, are direct/indirect
lighting systems.
The systems consist of two 8-inchby-24-feet fixtures that will run parallel
along a room’s ceiling, suspended slightly. From their suspension points, the fixtures catch energy from solar light shelves
built into an adjacent wall.
The idea is for the natural sunlight to
bounce down, then up, then down again
for more even distribution to reduce glare
and allow the room to be evenly illuminated, Gessel said.
“Also, there will be more ‘flexible’ lab
classrooms,” Miller said. “These are classrooms that will be provided with the
its can still be viewed via the park’s walking tour.
New Enclosure
In addition to new vehicles, a new
route and an increased emphasis on the
African continent, Journey Into Africa
also contains a new “boma,” an African
word that translates to corral, or small
animal enclosure.
According to Rudolph and Sletten, the
boma was designed to support giraffes
and rhinoceroses. However, park spokeswoman Christina Simmons said the park
has always used bomas when animals require special attention, such as while
they’re pregnant and shortly after they’ve
given birth.
“We haven’t made any changes to the
way we house the animals,” Simmons said.
technology backbone —
data lines, additional
power — to allow for
changes in educational programs
in the future.”
Other interesting
features
built
into
Del Norte include wireless Art c
o
microphones built urtesy o
f NT
D Sti
into ceilings to be
chl er
Archite
cture
used by teachers, who will
be able to control the computerized aspects of the classrooms from their desks;
campus-wide wireless Internet access;
and wiring necessary to support new digital curriculum that will replace tradition-
In addition to the city of Poway
and 4S Ranch, Poway Unified serves
the following neighboring city of San
Diego suburbs: Rancho Bernardo, Rancho
Penasquitos, Carmel Mountain Ranch and
Sabre Springs. The district operates 34 elementary, middle and high schools. Del
Norte will become No. 35.
“We just needed to move some buildings
around, so a new boma structure was constructed within the new tour.”
The boma includes specialized birthing
rooms and is equipped with restraints for
certain medical procedures and basic animal maintenance. There’s also a yard for
animals that have behavioral problems
and need additional training.
“After the animals’ needs are met in
the boma, they are re-released into the
field exhibits,” Simmons said.
Large field exhibits, modeled after native habitats, is the method of wildlife
housing the park has used since the Zoological Society of San Diego opened the
park in 1972. The Wild Animal Park encompasses 1,800 acres and is home to
more than 3,500 animals, including many
endangered species.
The latest addition to the park is the
Great Rift Lift, an elevator tower still under construction that is scheduled to be
completed this October.
According to Rudolph and Sletten, the
elevator will shuttle more than 1,000
park visitors from Mombasa Village to the
lower exhibits of the Journey Into Africa tour daily.
Park officials said the elevator isn’t a
part of the tour itself but is offered as
transportation to “help guests who may be
challenged by the hills between exhibits.”
Tickets for the African Express are included in a “best value” ticket package
available at the park’s main entrance.
Darryn Bennett is a freelance writer for
the San Diego Business Journal.
al photography programs.
The curriculum will include video production, 3-D animation and digital
photography.
Also, there will be a four-hub administration building designed to
house “four schools within a school,”
Gessel said. Each section will connect
to a central career center, but each
will also have separate entry and exit
points.
S T R U C T U R E S
28
May 28, 2007
RESIDENTIAL PROPERTY MANAGEMENT COMPANIES
Ranked by total number of local residential units managed as of April 1, 2007
Castle Breckenridge Management Inc.
(1)
5185 Comanche Drive, Suite D, La Mesa 91941
www.cbmgmt.com
2
Menas Realty
(2)
4990 Mission Blvd., San Diego 92109
www.menas.com
3
Sunrise Management Co.
(4)
7837 Convoy Court, #100, San Diego 92111
www.sunrisemgmt.com
4
ConAm Management Corp.
(3)
3990 Ruffin Road, #100, San Diego 92123
www.conam.com
5
Trilar Management Group
(NR)
6
2101 Camino Vida Roble, Suite A, Carlsbad 92011
www.trilar.com
MG Properties
(6)
10505 Sorrento Valley Road, #300, San Diego 92121
www.mgproperties.com
7
Utopia Management
(5)
4617 Ruffner St., San Diego 92111
www.utopiamanagement.com
8
Cethron Property Management Inc.
(8)
2835 Camino del Rio S., #230, San Diego 92108
www.cethron.com
9
Cal-Prop Management Inc.
(7)
10
(NR)
11
(10)
12
(NR)
4406 Bayard St., San Diego 92109
www.cal-prop.com
American Heritage Properties Inc.
9988 Hibert St., #300, San Diego 92131
www.renthomes.com
Penny Realty Inc.
4444 Mission Blvd., San Diego 92109
www.missionbeach.com
Dakota Property Management
9715 Carroll Centre Road, #105, San Diego 92126
www.dakotapm.com
99
(619) 697-3191
(619) 697-3164
(800) 773-6468
10,000
9,000
11
12
$5,412.7
$471
(858) 270-7870
(858) 270-9780
8,422
6,500
30
na
na
na
(858) 571-8777
(858) 571-8782
8,377
5,614
49
5
$1,279.9
$250
99
(858) 614-7200
(858) 614-7525
5,310
5,783
(8)
4
$796.5
$125
100
(760) 929-4940
(760) 929-4944
3,272
2,866
14
3
$409.0
$147
98
(858) 658-0500
(858) 526-0800
2,687
2,138
26
2
$303.4
$133
100
(858) 598-1111
(858) 514-3900
(800) 294-4656
1,500
1,500
0
2
$450.0
$300
5
30
60
(619) 295-1100
(619) 299-8605
1,300
1,200
8
1
$200.0
$222
65
5
(858) 483-3534
(858) 270-4066
1,200
1,200
0
1
$350.0
$450
74
(858) 695-9400
(858) 695-1643
(800) 784-8225
1,112
1,070
4
2
na
na
(858) 272-3900
(858) 272-9087
(800) 748-6704
486
427
14
1
$522.8
$662
(858) 549-3000
(858) 549-1121
350
380
(8)
na
na
na
To be accredited by the Institute of Real Estate Management (IREM), a company must be an Accredited Management Organization
(AMO). The companies on this list are accredited by various organizations, including but not limited to: California Association of
Community Managers (CACM), Department of Real Estate (DRE), and Institute of Real Estate Management (IREM).
wnd Would not disclose
na Not available
NA Not applicable
Other
1
Houses
Condos/
Townhomes
1
Address
Web site
Telephone
Fax
Toll-free
number
Apartments
Rank
(last year)
Company
Percentage breakdown
Total no. of
of property by square
footage
residential
Value of local
units
Total square
property
managed: footage of local
managed:
• 2007
residential
• Total
• 2006
property
$ Millions
Number of • Accredited?
• % change
managed
• Average per
sites
• Accrediting
(loss)
Millions
square foot
managed
agency
Examples of local
properties managed
• Local
principal
• Title(s)
Year
established
locally
84
Yes
CAI, CACM
Rancho Palo Verde, Alpine;
DOMA, San Diego
John T. Kalas
managing partner
1991
Courtyards in Mission Valley,
San Diego; Bay Scene, San
Diego; Garden Society,
Escondido
Julie Menas
vice president
1973
75
25
69
Yes
CACM, CAI, BIA
0.5
0.5
200
Yes
IREM
244
Cameron's Mobile Estates,
Santee; Mission del Magnolia, Joseph Greenblatt
Santee; Heights at Carmel
president
Valley, San Diego
1968
No
NA
Tradition, Carlsbad; Coronado
Bay Club, Coronado
Brad Forrester
CEO, president
1975
61
Yes
IREM
Villa Toscana, Rancho San
Diego; Silverado, Solana
Beach
Lance McGoldrick
principal
1996
26
No
NA
Acres Apartments, Escondido; Mark Gleiberman
Sunridge Apartments, Santee CEO, president
1989
5
1,200
Yes
DRE
na
Robert Schlesier
president
1994
10
20
136
No
NA
Santa Fe Manor, San Diego;
Cypress Apartments, San
Diego
Rob Adatto
president
1995
10
15
1
435
No
NA
Sapphire Street Apartments,
San Diego; Canyon View, San
Diego
Rick Thornton
president
1987
43
57
1,112
Yes
DRE
Black Mountain, San Diego;
Via Sonoma, La Jolla;
Isthmus, San Diego
Rick Mitchell
principal
1981
25
50
25
351
No
NA
Bayside Walk, San Diego; Gregory S. Flaherty
Ocean Front Walk, San Diego
president
80
10
10
50
No
NA
2
na
Pam Trimble
president
1965
1995
(NR) Not ranked
Notes: Urban Property Services, No. 9 on last year's list, and N.N. Jaeschke Inc., No. 12 last year, declined participation on this
year's list. Apartment Finders, No. 11 last year, did not return a survey for this year's list. Professional Community Management, not
ranked last year, returned a survey but did not qualify for the list.
Source: The companies.
It is not the intent of this list to endorse the participants nor to imply a company's size or numerical rank indicates its quality.
Researched by Jaimy Lee
Originally published May 14, 2007
S T R U C T U R E S
May 28, 2007
29
RESIDENTIAL REAL ESTATE AGENCIES
Ranked by 2006 local sales volume
Rank
(last year)
1
Company
Address
Web site
Prudential California Realty
(1)
12544 High Bluff Drive, #420, San Diego 92130
www.prudentialcal.com
2
Coldwell Banker Residential Brokerage
(2)
2651 Via de la Valle, Del Mar 92014
www.coldwellbanker.com
3
RE/MAX Associates
(4)
5232 Jackson Drive, Suite 101A, La Mesa 91941
www.sandiegoassociates.com
4
McMillin Realty and Mortgage Co. Inc. (2)
(5)
2727 Hoover Ave., San Diego 91950
www.mcmillinrealty.com
5
Willis Allen Real Estate
(7)
1131 Wall St., San Diego 92037
www.willisallen.com
6
One Source Realty GMAC
(6)
2655 Camino del Rio N., #450, San Diego 92108
www.onesourcerealty.com
7
Realty Executives Carlsbad
(8)
5850 Avenida Encinas, Suite B, Carlsbad 92008
www.realtyexecutivescarlsbad.com
8
RE/MAX RB Ranch & Beach (3)
(9)
16730 Bernardo Center Drive, San Diego 92128
www.rbhomes.com
9
Barry Estates Inc.
(10)
10
(12)
11
(11)
12
(14)
13
(15)
14
(NR)
15
(16)
16
(17)
6033 Paseo Delicias, Suite K, Rancho Santa Fe 92067
www.barryestates.com
Windermere Exclusive Properties
1905 Calle Barcelona, #230, Carlsbad 92009
www.windermeresandiego.com
Realty Executives Vista (4)
911 Hacienda Drive, Vista 92083
www.realtyexecutivesnorthcounty.com
Prudential Dunn Realtors
4538 Cass St., San Diego 92109
www.prudentialdunn.com
Utopia Management
4617 Ruffner St., San Diego 92111
www.utopiamanagement.com
Pacific Real Estate Network
10935 Vista Sorrento Parkway, #200, San Diego 92130
www.pren.us
Brighton Realty
1 Civic Center Drive, #240, San Marcos 92069
www.brightonrealty.net
Innovative Realty (6)
3827 30th St., San Diego 92104
(7)
Telephone
Fax
Toll-free number
Local sales
volume:
• 2006
• 2005
$ Millions
• % change
(loss)
(858) 792-6085
(858) 792-1053
(888) 888-7356
$7,928.2
$9,759.1
(19)
$200.5
10,359
1,665 (1)
na
487
San Diego County
Listings, sales, relocation
services, mortgage, title,
escrow, corporate resources,
new home sales and marketing
Nyda
Jones-Church
CEO
46
95
1985
(858) 755-0500
(858) 793-8178
$4,348.5
$5,775.7
(25)
$109.3
6,500
1,400
na
na
na
Residential and commercial
sales, listings, property
management, concierge and
relocation
Rick Hoffman
president
33
100
1969
(619) 668-7100
(619) 668-7168
(800) 736-0330
$1,430.3
$2,268.2
(37)
$34.4
2,259
218
55
53
San Diego County
Full service
Geoff Mountain
CEO, co-owner
14
14
1984
(800) 781-0401
(619) 336-3789
(800) 781-0401
$1,029.7
$1,595.7
(35)
$25.8
2,003
374
na
na
San Diego County
Full service
Patrick McMillin
executive vice
president
12
13
1960
(858) 459-4033
(858) 459-1425
(800) 459-4033
$1,010.4
$1,263
(20)
$23.5
786
148
24
11
San Diego County
Listings, sales, rentals
Andrew Nelson
president, CEO
7
7
1914
(619) 296-9055
(619) 296-5831
$808.3
$1,267
(36)
na
na
na
na
na
na
na
Gregg Seaman
broker
na
na
1986
(760) 438-0400
(760) 431-8549
$459
$686.1
(33)
na
855
244
56
4
North San Diego
beach and inland
Full service
Bill Clark
president, CEO
1
800
1976
(858) 485-1700
(858) 485-5486
(800) 736-2976
$377.5
$478
(21)
$7.9
586
68
17
6
San Diego County
Listings, sales, relocation,
escrow, mortgage, property
management
Sandra Fish
owner, broker
3
3
1975
(858) 756-4024
(858) 756-9553
$302.7
$364.2
(17)
na
na
7
0
2
Rancho Santa Fe,
Del Mar, La Jolla,
Encinitas, Carlsbad
Residential sales
Daniel J. Barry
president
1
1
1990
(760) 274-2280
(760) 632-2416
$278.2
$300.1
(7)
$7.4
451
105
16
4
North of I-8 coastal
to I-15 corridor
Resales, leasing, new home
sales
Mark Loscher
president, CEO
5
5
1998
(760) 758-2300
(760) 758-8851
(800) 497-1108
$258.9
$327.5
(21)
na
510
42
5
11
North County
Sales relocation, property
management, mortgage
Steve Jackson
broker
1
1
1979
(858) 274-3866
(858) 581-6867
(800) 619-3866
$180.7
$235
(23)
$4.4
330
86
19
3
San Diego County
Residential investment and
commercial properties,
appraisal, notary services,
mortgage loan division
Patrick J. Park
president, CEO
2
2
1974
(858) 598-1111
(858) 514-3900
(800) 294-4656
$135.6
$167.8
(19)
$3.7
325
170
70
2
San Diego County
Sales, mortgage, property
management, leasing
Robert Schlesier
president
1
1
1994 (5)
(858) 436-2005
(858) 923-2021
$83.1
$60.5
37
$1.9
161
457
53
na
San Diego County
Full service
Fred Thrane
president and
Ron Temko
CEO
1
1
2002
(760) 510-2080
(760) 510-3947
$82
$105.5
(22)
$1.6
169
76
6
1
San Diego County
Listings, sales, mortgage,
commercial sales, property
management
Ryan Mahelona
president
1
1
2003
(619) 793-5631
(619) 739-4499
$15
$9
67
na
na
7
1
1
San Diego County
Sales, purchase, property
management
Jeff Larabee
owner, president
4
4
1996
Local licensed
personnel as of
Number of
2/1/2007:
2006 gross local sales
• Agents
commissions closed in
• Brokers Local territories
$ Millions
2006
• Assistants
served
wnd Would not disclose
na Not available
NA Not applicable
(NR) Not ranked
Notes: The following agencies on last year's list did not return surveys this year: Century 21 Award, No. 3 last year; and ipayOne
Inc., No. 13 last year.
Sources: The agencies, CPA-attested letters and tax returns.
It is not the intent of this list to endorse the participants nor to imply a company's size or numerical rank indicates its quality.
(1) Figure includes number of brokers.
Services offered
• Chief
Number of offices:
Year
executive(s)
• Local
established
• Title(s)
• Companywide
locally
(2) Previously listed as McMillin Realty, a Corky McMillin Co.
(3) Previously known as RE/MAX of Rancho Bernardo.
(4) Formerly Realty Executives CCJ Inc.
(5) Figure taken from last year's list.
(6) Formerly ANI Homes.
(7) Web site in transition.
Researched by Liz Wiedemann
Originally published March 26, 2007
S T R U C T U R E S
30
May 28, 2007
TENANT IMPROVEMENT COMPANIES
Ranked by 2005 revenues from local tenant improvement projects
San Diego County
revenue from tenant
improvement projects:
• 2005
• 2004
$ Millions
• % change (loss)
• Number of T.I.
jobs in 2006
• Total square
footage for local
tenant
improvement
projects (1)
Number of
employees:
• Local
• Companywide
Percentage of 2005
projects
2006 projects and
cost (2)
T.I. division
manager
Year
established
locally
(619) 297-4156
(619) 297-1522
$65.10
$55.71
17
24
780,151
241
364
Office: na
Manufacturing: na
Sempra Energy:
$18 million;
SBC Building Re-imaging:
$5.5 million
Juliana Dupuis
1959
(858) 623-1100
(858) 623-1108
$48
$28
71
167
1.06 million
48
39
Office: 85%
Other: 15%
Time Warner: $13.7
million; DLA Piper: $6.5
million
Donna Vargo
1981
(858) 552-0600
(858) 552-0604
$39.50
$51.75
(24)
814
2 million
140
164
Office: 65%
Medical: 35%
M.I.M.G.: $4.2 million;
Labcor: $3.9 million
Jim Roherty
1984
(760) 598-7614
(760) 598-7659
$35.70
$22.80
57
130
1 million
85
99
Biotech: 40%
Commercial: 40%
Gen-Probe Consolidated
Phase 2: $41 million;
PureFitness Health Club:
$4.1 million
Chuck Glynn
1979
(858) 755-1800
(858) 755-2801
$32
$26
23
175
800,000
26
26
Office: na
Industrial: na
Accredited Home Lenders:
wnd;
APCD County Offices: wnd
Herb Krul
1992
(858) 268-9831
(858) 268-9959
$26.41
$15.36
72
291
943,000
53
53
Office: na
Retail: na
Hitachi Data Systems:
wnd; USD Camino Hall:
wnd
Erik Durkin
1989
(858) 597-7070
(858) 597-7001
$26
$39
(33)
59
na
350
2,300
Biotech: na
Manufacturing: na
Alta: $47 million;
Genentech Avastin:
$30 million
Kevin Thompson
1992
(858) 622-4040
(858) 622-4044
$16.55
$5.39
207
32
400,000
98
1,200
Office: 53%
Retail: 40%
Qualcomm AU, WD
Buildings: $12 million;
Broadcom: $8 million
Mark E. Payne
1993
(760) 438-7676
(760) 438-7679
$12.33
$8
54
42
na
80
84
Manufacturing: na
Office: na
Abbott T.I.: $20 million;
LG Philips T.I.: $2.4 million
na
2001
(858) 621-8750
(858) 621-8756
$6.34
$7.58
(16)
75
3.25 million
21
200
Office: 25%
Equipment Space: 75%
VHO Equipment Space:
$2.92 million;
Carpet Replacement:
$.56 million
Douglas Beatty
1997
Company
Rank
Address
Web site
1
Roel Construction Co. Inc.
2
Johnson & Jennings General Contracting
3
Pacific Building Group
4
Good & Roberts Inc.
5
Burger Construction
6
Davis & Adams Construction Inc.
7
DPR Construction Inc.
8
Swinerton Builders
9
Xnergy
10
3366 Kurtz St., San Diego 92110
www.roel.com
6165 Greenwich Drive, #180, San Diego 92122
www.johnsonandjennings.com
9752 Aspen Creek Court, #150, San Diego 92126
www.pacificbuildinggroup.com
1330 Park Center Drive, Vista 92081
www.goodandroberts.com
437 S. Highway 101, #110, Solana Beach 92075
www.burgercon.com
7986 Dagget St., San Diego 92111
www.davisadams.com
6333 Greenwich Drive, #170, San Diego 92122
www.dprinc.com
17140 Bernardo Center Drive, #216, San Diego 92128
www.swinerton.com
2237 Faraday Ave., #100, San Diego 92008
www.xnergy.net
R.J. Daum Construction Co.
7562 Trade St., San Diego 92121
www.rjdaum.com
wnd Would not disclose
na Not available
NA Not applicable
(NR) Not ranked
Source: The companies and their CPA attested letters.
Telephone
Fax
It is not the intent of this list to endorse the participants nor to imply a company's size or numerical rank indicates its quality.
(1) In the tenant improvement industry, square footage is not necessarily proportionate to cost or cost per square foot.
(2) This is a partial listing.
Researched by Liz Wiedemann
Originally published Nov. 6, 2006
May 28, 2007
Awards:
Continued from Page 13
Awards Of Excellence
• Caltrans District 11 Headquarters —
Winzler & Kelly Consulting: The new office
complex for 1,000 Caltrans employees
successfully combines operational needs
with the aesthetic and cultural needs of
a significant historical district. The environmentally friendly and energy-efficient
design won a Silver Equivalency rating
from Leadership in Energy and Environmental Design (LEED), and the complex
was named Southern California’s Best Office Project of 2006 by California Construction Magazine.
• El Monte Valley Recharge Project Feasibility Study — Black & Veatch Corp.:
This study examined the facilities that
would be needed to raise groundwater levels and restore river habitat by recharging the groundwater basin with highly
treated recycled water. A novel strategy
involved placing recharge basins on the
north side of the San Diego River, and extraction wells on the other side.
• Unit G-1 and Denk Reservoir Inflow/
Outflow Pipelines Project — Boyle Engineering Corp.: Three new pipelines and
a prefabricated flow control facility connect the northwestern quarter of the water district to water stored in the Olivenhain Reservoir and treated at the district’s
ultrafiltration membrane water treatment
plant. Construction successfully met the
challenges of blasting near existing water lines, transmission towers and residences.
S T R U C T U R E S
Awards Of Merit
• 450-1 Recycled Water Reservoir &
680-1 Recycled Water Pump Station —
MWH Americas: This 12 million-gallon
storage tank and 17 million-gallon-perday pump station for recycled water will
substantially reduce potable water use by
the district.
• Las Flores Drive Overhead — Simon
Wong Engineering: The only access for
the new Rancho Santalina housing development cleared the North County Transit District rail line with a steep grade
that was at the upper bound for placing
bridge-deck concrete.
• San Luis Rey MWD Master Plan for
Water, Wastewater and Recycled Water
Services — Poway-based Infrastructure
Engineering Corp.: The municipal water
district now has a plan and an associated
capital improvement program that identifies facilities needed to provide water,
wastewater and recycled water service to
previously undeveloped land in north San
Diego County.
• Spring Valley Outfall Sewer Rehabilitation — San Diego-based Nasland Engineering: A 2,000-foot-long section of
deteriorated sewer was replaced with a
larger pipe in a new alignment that improved manhole access while protecting
the adjacent Sweetwater River Preserve
and avoiding community disruption.
Honorable Mention
• 2.5 MG Berk Reservoir — DBE Psomas: This circular concrete water storage tank has a unique system that connects the wall to the floor and roof so the
structure will withstand an earthquake.
31
• Montevalle Community Park — San
Diego-based Flores Lund Consultants:
The new recreation facility is the first
park in Chula Vista to offer universally accessible playground areas for disabled children.
• Normal Heights Elementary School
— San Diego-based Burkett & Wong
Engineers: A “grand hallway” links a
colorful new school for 600 students in
Mid-City to a community common area
for soccer, baseball and basketball.
• P-207 Hangar Recapitalization, Naval
Air Facility, El Centro — Burkett & Wong
Engineers: The design and construction
of four new aircraft hangars and associated facilities is expected to lead the direction of future, related projects on the
base for the next 30 years.
• Paradise Valley Subdivision — Bur-
kett & Wong Engineers: This urban infill development of 38 homes in National City met the challenges of constructing
in hillside conditions, controlling erosion
and preserving open space.
• Walnut Grove Park, Phase I — Flores
Lund Consultants: Built within a major
flood plain, the 46-acre recreation facility features flood control improvements
and incorporates historic structures, including the restored 1888 Cox House.
Founded in 1852, the American Society
of Civil Engineers represents more than
139,000 civil engineers worldwide and
is America’s oldest national engineering society. The San Diego chapter has
1,800 members. To find out more about
the ASCE San Diego chapter, visit www.
asce-sd.org.
— Michelle Mowad
Hilton:
rectangular design boxy, it is perpendicular to the bay to minimize blockage of
the public’s view of the waterfront, while
maximizing views from within, Zaki said.
Continued from Page 5
needs of hotel guests and others and
spent $35 million for an environmental cleanup at the 12-acre site at the intersection of Eighth Avenue and Harbor
Drive that was once home to the former
Campbell Shipyard.
Hang Your Fez At An Urban Resort
Not only will the new hotel give conventioneers another place to hang their
hats, it will also provide the city with
“a true urban resort,” according to John
Portman & Associates Inc. of Atlanta,
the architectural arm of its co-developer,
Portman Holdings.
While some might consider the slim
The tower, which is situated on a podium base with an entrance elevated above
the street level, optimizes views of the
bay from the main lobby and meeting areas. It also provides pedestrian access to
the waterfront, the park, the convention
center and Petco Park.
Amenities include four food and beverage outlets, a waterfront eatery, 100,000
square feet of flexible meeting space, a
7,300-square-foot health club and spa, a
swimming pool and Jacuzzi, 3,000 square
feet of retail space and a 2,400-squarefoot business center.
CA License No. 576505
Focusing on
Teamwork
•
•
•
•
•
Ground-Up Construction
Industrial
Facility Maintenance
Design-Build
Conceptual Budgeting
•
•
•
•
•
Tenant Improvements
R&D Lab Build Outs
Financial Institutions
Educational Institutions
Pre-Construction Planning
Bring your
construction vision into focus
Contact Erik Durkin, Director of Business Development, 858.268.9831
Davis & Adams Construction Inc.
S T R U C T U R E S
32
May 28, 2007
COMMERCIAL DEVELOPERS
Ranked by square footage of projects developed locally for the 12 months ended April 1, 2007
1
Kilroy Realty Corp.
Intuit regional campus,
Cardinal Health regional
campus, Accredited Home
Lenders corporate
headquarters
Eastlake Village
Marketplace, Fenton
Marketplace, Canyon Hills 26
Marketplace, Village Walk at
Eastlake
• Local executive(s)
• Title(s)
• Headquarters
Year
established
locally
na
na
na
1
4
4
Steve Scott
senior vice president
Los Angeles
1997
27
28
na
1
2
2
Tom Sudberry
president
San Diego
1979
16
2
13
14
1
3
5
James Camp
senior vice president of
development/acquisitions
Newport Beach
2004
35
17
17
17
1
1
1
Mark McMillin and Scott
McMillin
co-chairmen, CEOs
San Diego
1960
14
14
15
1
1
2
David Miller
COO
San Diego
1991
4
4
4
1
1
1
Scott Brusseau
president
Carlsbad
1975
25
25
26
6
6
7
Gina Champion
CEO
San Diego
1997
23
23
23
1
1
1
Craig W. Clark
president
La Jolla
1974
(858) 523-0300
(858) 523-0310
860,000
3
na
775,000
3
na
na
na
na
(858) 546-3000
(858) 546-3009
823,000
2
na
1,896,371
10
na
898,000
3
na
(858) 458-3383
(858) 225-0356
583,809
6
$90
282,000
4
$33
730,000
9
$136
Chula Vista Commerce
Center, Hillside Professional
Center
(619) 477-4117
(619) 794-1604
353,535
8
$72
353,535
8
$72
353,535
8
$72
Liberty Station Office,
Liberty Station Retail and
the Shops at San Miguel
Ranch
(2)
12265 El Camino Real, #300, San Diego
92130
www.jmirealty.com
(858) 350-4800
(858) 259-8855
240,000
1
na
1,615,000
6
na
240,000
1
na
Hotel Solamar, San Diego
Marriott Del Mar, Omni San
Diego Hotel, Metropolitan
Condominiums
15
6
Newport National Corp.
(760) 607-4282
(760) 607-4286
212,000
3
$58
195,183
2
$37
212,000
3
$58
Ventana Real, 9707 Waples,
10179 Huennekens
100
(619) 235-5606
(619) 235-0213
180,000
1
$26
125,000
1
$42
180,000
1
$26
Lowe's Center
100
(858) 452-7170
(858) 453-7260
89,884
1
$38
878,593
19
$166
917,330
22
$188
Los Coches Village,
Gateway Center, Del Mar
Heights Village
85
(4)
2
(1)
3
3611 Valley Centre Drive, #550, San Diego
92130
www.kilroyrealty.com
Sudberry Properties Inc.
5465 Morehouse Drive, #260, San Diego
92121
www.sudberryproperties.com
Voit Development Co.
(6)
4370 La Jolla Village Drive, #900, San Diego
92122
www.voitco.com
4
McMillin Commercial, a Corky
McMillin company
(9)
2750 Womble Road, San Diego 92106
www.mcmillin.com
5
JMI Realty
(NR)
1525 Faraday Ave., #100, Carlsbad 92008
7
American National Investments
(8)
8
(3)
852 Fifth Ave., San Diego 92101
www.americannationalinvestments.com
C.W. Clark Inc.
4180 La Jolla Village Drive, #405, La Jolla
92037
www.cwclarkinc.com
wnd Would not disclose
na Not available
NA Not applicable
(NR) Not ranked
Notes: The following companies on last year's list did not return surveys for participation this year: Lankford & Associates, No. 5 last
year; Shapery Enterprises, No. 11 last year; and Vestar Development Co., No. 12 last year.
Equity Office, No. 7 on last year's list, was acquired by Blackstone Group in February.
Other
Number of
offices:
• San Diego
• California
• Nationwide
Office
Telephone
Fax
Retail
Address
Web site
Industrial
Rank
(last year)
Company
Types of buildings
2007 in
2006: (1)
developed by percentage
2007: (1)
• Local total California: (1)
• Local total
• Square
square
Employees:
square footage
footage
footage
• San Diego
• Number
• Number
• Number
Notable
local
projects
• California
• Value
• Value
• Value
(2)
• Nationwide
$ Millions
$ Millions
$ Millions
74
84
65
10
85
5
Douglas Wilson Cos., No. 10 last year, declined participation.
Source: The developers.
It is not the intent of this list to endorse the participants nor to imply a company’s size or numerical rank indicates its quality.
(1) Projects developed for the 12 months ended April 1.
(2) This is a partial listing.
Researched by Liz Wiedemann
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