2013 Patrick Marshall Qualifications for Canada Urban Institute

CAPITAL EDC Economic Development Company
analyst, strategist, business and economic developer
patrick.marshall@capitaledc.com
cellphone: +1 250 507-4500 | mobile: www.patrickmarshall.tel | Page 1
Submission to the Canadian Urban Institute
Business and Economic Development
Adviser Qualifications
Philippine Mission Fall 2013
Local Government Support Program for Local Economic
Development (LGSP-LED)
Canadian Consultant for Business Planning for Local
Government Units (LGUs)
Submitted to:
Mr. Andrew Farncombe
Vice President of International Projects
Canadian Urban Institute
402 555 Richmond Street West
PO Box 612
Toronto, Ontario
CANADA M5V 3B1
August 2013
Submitted by:
Patrick Nelson Marshall
Business and Economic Development Adviser
Capital EDC Economic Development Company
4341 Shelbourne Street
Victoria, British Columbia
CANADA V8N3G4
www.capitaledc.com
T: +1 250 595-8676
C: +1 250 507-4500
www.patrickmarshall.tel

CAPITAL EDC Economic Development Company | analyst, strategist, business and economic developer | patrick.marshall@capitaledc.com
Business and Economic Development Adviser Qualifications
Philippine Mission Fall 2013
Local Government Support Program for Local Economic Development (LGSP-LED)
Canadian Consultant for Business Planning for Local Government Units (LGUs)
Table of Contents
Cover Letter Andrew Farncombe........................................................................................................................ i
Appendix A Mission Candidate References ................................................................................................. 2
Appendix B Mission Candidate Coordinates ................................................................................................ 4
Appendix C Mission Candidate Demonstrated Skills | Experience Against Mission
Terms of Reference................................................................................................................... 5
Appendix D Mission Candidate Patrick N. Marshall Select Publications ................................................... 12
Appendix E Mission Candidate Patrick N. Marshall Resume..................................................................... 15
Appendix F Patrick N. Marshall’s Select Clients and Projects ................................................................... 18
Appendix G LinkedIn Recommendations for Patrick N. Marshall............................................................... 19
Appendix H Patrick N. Marshall Subject Matter Experts ............................................................................ 22
Attachments
Patrick N. Marshall Personnel Profile Targeted Sales Sheet .......................................................................... 30
Patrick N. Marshall Personnel Profile Biographic Abstract.............................................................................. 31
Qualified Supplier for Business Analysis and Project Management February 2012
Ministry of Jobs, Tourism and Innovation, Province of British Columbia......................................................... 32
Qualified Supplier for Rural community and Rural Regional Economic Development May 2010
Ministry of Community and Rural Development, Province of British Columbia............................................... 33
Qualified Supplier Community Partners for British Columbia Business Engagement Programs
February 2011 Ministry of Tourism, Trade and Investment, Business Services and
Olympic Legacy Branch, Province of British Columbia.................................................................................... 34
Recommendation Flyer September 2009 You Know what they Say about Patrick Nelson Marshall ............. 35
Message from the Chairman of the Board of Directors, 2010-2011 Annual Report,
Small Business British Columbia, Patrick N. Marshall Chair, Canada British Columbia Business Services
Centre Society, Canada Business Network..................................................................................................... 36

CAPITAL EDC Economic Development Company | analyst, strategist, business and economic developer | patrick.marshall@capitaledc.com
August 5th
2013
Mr. Andrew Farncombe
Vice President of International Projects
Canadian Urban Institute
402 555 Richmond Street West
PO Box 612
Toronto, Ontario
CANADA M5V 3B1
Subject: Local Government Support Program for Local Economic Development (LGSP-LED)
Dear Mr. Farncombe:
I appreciate the opportunity to present a qualifications package for myself as a qualified Business and
Economic Development Advisor, Capital EDC Economic Development Company. I am the sole
proprietor and employee for this enterprise, operating from Victoria, on Vancouver Island, British
Columbia, Canada. I serve as both a business and economic development advisor on specific projects
and on retainer by a number of public and private sector customers.
I am currently engaged in a number of diverse and interesting assignments which include:
 Chair and Project Manager, British Columbia Forest Industry Workforce strategy for small, medium
enterprise and major employers in the coastal operating region;
 Business and Economic Development Advisor, a Coast Salish aboriginal government developing all
government, business and economic development policy, practice, governance and training of
staff;
 Business planning and development of a western greenhouse management firm that is introducing
self-sustaining food industry to aboriginal communities;
 Business planning and certification processes for a recently accredited soil remediation facility, one
of the first approved by the Government of British Columbia in the last 15 years;
 Curation and issues management for the Coastal Community Network comprised of the elected
and hereditary leadership of 153 coastal municipalities, regional districts and aboriginal
governments;
 Curation and international trade coordination for Ocean Initiatives British Columbia, a non-
government organization for ocean and marinespace business focused on improving their sales of
western Canadian intellectual property, services and products; and;
 The development of a mobile app which can be used to compare sustainable attributes of
communities designed to overcome negative impacts associated with the publishing of “Best
Places” to live, work and retire lists by ill-informed journalists.
My work with local and regional governments, both in the public and aboriginal context has
contributed greatly to my understanding of building and sustaining economic development practices
by ensuring that there are people from the area that have tangible ownership in the outcomes
associated with pursing local economic development. I am not a practitioner that develops a binder in

cellphone: +1 250 507-4500 | mobile: www.patrickmarshall.tel | Page 2 of 3
fulfillment of a contract, but rather, I invest in people from day one so that they can sustain the efforts
to make a visible and measurable impact on their community.
This means I conduct a 72 hour assessment, develop the right entity for the right context, test the
system before I hand it over to the people with vested interests to operate, and I offer to come back on
a quarterly or twice annual basis to evaluate progress and fine tune adjustments to suit. Too many
consultants leave a binder behind with instructions or strategies that either require too much money
to fulfill, are too obscure and complex for the owners to understand, or have wish lists, rather than
simple results that can be achieved in short time frames.
I am the best candidate for this support Mission to a Philippine Consultant because:
 I have worked as both an urban and regional planner and economic developer in Canada’s largest
City, Toronto, population {GTA] 5.5 million;
 I have supported corporate business planning for local government units including 750,000
population, 250,000 population regions, 35,000 area municipalities, Districts of 12,000, Villages of
1200 and aboriginal communities of 300 people;
 I defined the scope of economic development entities for the Union of British Columbia
Municipalities;
 I currently support 158 aboriginal and local governments operating in the British Columbia coastal
watershed with respect to curating the sustainability file for the region;
 I assisted in the establishment of Canada’s first three urban centered marketing collaborative
between the host municipality and land developers;
 I have been the recipient of more than 25 Marketing Canada awards from the Economic
Developers Association of Canada for my digital, print and multimedia products developed for
employers and customers;
 I have assisted Chambers of Commerce and Industrial Associations with their corporate business
planning processes and I am one of few professionals that have transitioned Boards of Directors to
the Carver Results Governance system of benchmarking and operating from the view of a Chief
Executive Officer and the Chair of a Board of Directors;
 I have developed a unique sustainability certification system for places and I serve as a subject
matter expert for the identification of sustainable practices for economic development in small,
rural and remote communities; and;
 I have the contacts that will support this Mission from a best practices perspective.
Having served as an urban and regional planner, I have also honed my skill at community engagement
and communications. These are two distinct functions of the process of building a community that is
connected to its vision of the future. One is outbound and the other is inbound. Both perceived
differently by the elected and appointed leadership. In the aboriginal context, I have cooked and
served food to Members of a Nation as part of this trust building process. There are many other
functions that one must be prepared to participate in when working at street level.
I have worked amongst competing private interest since my days organizing some of the first P3
marketing initiatives for Downtown North York, Scarborough Town Centre and Mississauga City Centre
back in the eighties. In my brief time with Mr. Cliff Bowman, I learned how to get developers

cellphone: +1 250 507-4500 | mobile: www.patrickmarshall.tel | Page 3 of 3
competing for each corner at an intersection to collaborate. A skill I used today with the Forest
Industry attacking workforce issues in British Columbia.
Finally, I have had the unique experience of being a guest of the Government of Japan at a Waterfront
Design Conference which was used to open up Kaikyo Messe in Shimonoseki Japan, an international
conference centre. There I told my story of swapping two days fishing at the world renown Painter’s
Lodge for a waterfront design charrette led by Joe Berridge and Frank Lewinberg of Urban Strategies
Inc. Of course the Campbell Rivieran’s and Nationals at the conference in Japan had no idea of the
acclaim or standing of these legendary planners and designers, but they appreciated the cost saving
approach and the result of their critical thinking.
I look forward to serving as the Canadian Technical Associate for the Institute on this Mission.
Yours truly,
Business and Economic Developer

Appendix A – Mission Candidate References
Patrick Nelson MARSHALL
CANADA V8N3G4
Mobile: 250 507-4500
Office: 250 595-8676
Residence: 250 385-5008
Facsimile: 866 827-1524
Gerry Salembier
Assistant Deputy Minister
Western Economic Diversification
Government of Canada
Mr. Salembier will validate Patrick Marshall’s service to the Federal Crown in the role of
Director and Chairman of the Board of Directors for Small Business BC, the Canada BC
Business Services Centre Society from 2005 to 2011 Telephone : 604 666-6366
Lindsay Kislock
Assistant Deputy Minister
Ministry of Health
Government of British Columbia
Ms Kislock served as the Assistant Deputy Minister for the Ministry of Small Business for
the Government of British Columbia. She will affirm Patrick Marshall’s role in
transforming the Small Business BC organization while serving as its Chairman of the
Board of Directors.
Telephone: 250 952-2791
Greg Goodwin
Executive Director
Regional Economic Policy and Projects
Ministry of Jobs, Tourism & Skills Training
Government of British Columbia
Mr. Goodwin will validate Patrick Marshall’s role as a local and regional economic
developer for the City of Campbell River population 35,000 and his involvement in
regional business development initiatives hosted by the Government of British Columbia.
Telephone: 250 356-0778
Mike Hanson
President
South Cowichan Rural Chamber of
Commerce
Vancouver Island, British Columbia
Mr. Hanson will confirm Patrick Marshall’s role as a facilitator for the South Cowichan
Chamber of Commerce in repositioning the brand of the organization to acknowledge its
rural character, as well as developing the “Five Villages” strategy for engaging residents
and businesses of smaller communities within the service region.
Telephone: 250 733-0940
Pino Baccinelllo CBI, M&AMI, CMEA, CSBA
Chief Executive Officer
Pacific Business Brokers Mergers &
Acquisitions
Member, World Wide Sunbelt Network
Mr. Bacinello will validate Patrick Marshall’s business capacity and skill set. Mr. Bacinello
witnessed the transformation of Small Business BC and become the next Chairman of the
Board following Mr. Marshall’s service. Toll Free: 877-538-5478
Tony Bennett
Chairman of the Board of Directors
Coastal Community Network
British Columbia, Canada
Mr. Bennett will affirm Mr. Marshall’s role in facilitating community-to-community
relationship building across a coastal region the size of Norway, the coast of British
Columbia. The Coastal Community Network focuses on community issues and
opportunities associated with the four pillars of sustainability. Communities range from
metro Centres, to remote villages that are resource dependent.
Telephone: 250 726-1224
Linda Sams
Chief Sustainability Officer
Tassal Atlantic Salmon Farms
Tasmania, Australia
Ms Sams will confirm how Patrick Marshall facilitates relationship building – is an honest
broker – brings people together and creates a secure and respectful environment to do
so; also he understands the vision of how industry plays a larger role in sustainable
futures for communities and countries. He also fills the gaps that government cannot fill.
contact: linda.sams@tassal.com.au
David Lewis
Former Executive Director
The Truck Loggers Association
Mr. lewis engaged Mr. Marshall as the Chair of the British Columbia Forest Industry
Workforce Initiative and as a former Mayor and Industry leader, will confirm Mr.
Marshall’s abilities to represent the interests of the private sector whole protecting the
integrity of government in a collaborative process.
Contact: dlewis@alpineinsulation.ca
Ian Tostenson
President and Chief Executive Officer
British Columbia Restaurant and
Mr. Tostenson will affirm Mr. Marshall’s leadership capabilities in challenging
management situations. Mr. Tostenson was a witness to Mr. Marshall’s handling of a
discreet situation with respect to an absentee Chief Executive Officer. Mr. Tostenson was

Patrick Nelson MARSHALL
CANADA V8N3G4
Mobile: 250 507-4500
Office: 250 595-8676
Residence: 250 385-5008
Facsimile: 866 827-1524
Foodservice Association serving as a volunteer Director at Small Business BC
Business 604 669-2239 | Cellphone 604 986-1429

Appendix B – Mission Candidate Coordinates | Detail
Respondent’s Legal
Name:
Capital EDC Economic
Development
Company
Consultant’s Name: Patrick N. Marshall
Consultant’s Requested
Service Area
Project Manager; and;
Business Analyst
Service Areas
Consultant’s Primary
Office Address:
Canada’s Remembrance Road
CANADA V8N3G4
Consultant’s Contact
Information:
Telephone:
250 595-8676
e-Facsimile:
866 827-1527
e-mail:
Consultant’s Degrees,
Certificates, Diplomas
or Professional
Designations Held or
Earned:
Degree, Diploma,
Certificate or
Designation
Issuing Institution or
Association
Date Conferred or
Awarded
Bachelor of
Environmental Studies
Honours Degree
BES HONS SURP University of
Waterloo
School of Urban and
Regional Planning
May 1983
Member MCIP Canadian Institute of
Planners
May 1985
Member IDAC Industrial Developers
Association of Canada
March 1985
Member OPPI Ontario Professional
Planning Institute
March 1985
Member EDCO Economic Developers
Association of Ontario
March 1985
Member EDAC Economic Developers
Association of Canada
March 1986
Member EDABC Economic Developers
Association of British
Columbia
July 1989
Economic Developer of
the Year
Economic Developers
Association of British
Columbia
June 2007
Hourly Fee Rate for Service Area Consultant’s Availability
Assignment Term 1 2 3
I am retained by a number of private businesses, industry
cluster associations local, aboriginal and senior governments
in a variety of roles.
I am available from the 26
th
September 2013 following the
Union of BC Municipalities AGM at which I Chair a Coastal
Forum for 158 local and aboriginal communities located on
the Coast of Canada on the Pacific.
I need to be back in Canada for October 27th
2013 so that I
can Moderate a number of panel sessions at the Vancouver
Island Economic Summit, an annual event I support.
0-30 days: 150 125 100
31-90 days: 125 100 80
91-365 days: 100 80 60
1 Consulting Economic Developer or Technical Advisor
2 Project Manager Facilitator
3 Administration

Appendix C - Mission Candidate Demonstrated Skills | Experience
against Mission Terms of Reference
Term of Reference
Subjects
Stated Terms for this Mission -
Consultant’s Demonstrated Related Work Experience Assignments | Projects | Client References
Program/Project Local Government Support Program for Local Economic Development (LGSP-LED)
Contractor’s
Position
Period of Service
Agreement
This Service Agreement shall be effective during the period from [insert start date] to [insert end
date] unless terminated earlier by the Contractor or CUI in accordance with Article 4 herein.
Place of
Assignment
Philippines (Metro Manila), with preparatory and post-mission activities in Canada
Position
Requirements
Position Requirements:
 Advanced degree in business administration, commerce, economics or public
administration
 Patrick Marshall achieved a Bachelor of Environmental Studies [BES], Honours Degree
[HONS] from the School of Urban and Regional Planning [SURP], Faculty of Environmental
Studies, University of Waterloo, Ontario Canada in 1983.
 He secured his certification as a Professional Planner and Member of the Canadian Institute
of Planners [MCIP] in 1984. He was also accepted as a Member of the Ontario Professional
Planners Institute [OPPI] in 1983.
 He served as a representative to the Canadian Association of Planning Students [CAPS] from
1981 to 1983.
 He was elected as a National Director for the Industrial Developers Association of Canada
[IDAC] in 1986 and served a two year term in which he upgraded the annual literature
competition to the Marketing Canada Awards, still in operation27 years later in 2013.
 He was elected as the President of the Vancouver Island Economic Developers Association
[VIEDA] in 1991 and served in several positions representing professional economic
development practitioners regionally and as a regular subject matter expert to the British
Columbia Premiers’ Summit and Western Canada Premiers’ Summits.
 He was elected to the position of Vice President of the Economic Developers Association of
British Columbia in 1995 and hosted the first joint conference of Community Futures
[Community Development] Practitioners and served as Editor and Publishers of the Invest in
British Columbia magazine.
 He was elected the Chairman of the Board of Directors for Small Business British Columbia,
a Member of the Canadian Business Service Centre Alliance in 2007 and completed three
consecutive two year terms transforming the organization from a quasi -government office
to a thought leade4r in small business skills, training and education in Canada.
 Significant practical experience in local government business planning, having
an emphasis on strategic planning that creates an attractive climate for
business investment and employment generation
 Patrick Marshall worked at City of North York population 750,000 [1979-1986] on linking
land use to economic outcome through collaborative development policies and eliminating
red tape.
 He worked as part of the economic development team for Canada’s largest metropolitan
region Toronto population 4.5 million [1984-1988] and participated in the development of
international strategies for foreign direct investment.
 He developed economic and community development results for the City of Campbell River
population 35,000 [1989-2007] on Vancouver Island British Columbia facilitating more than
$7 billion dollars in investment and growth.
 He developed corporate strategies for more than 30 local and aboriginal governments in
British Columbia over a twenty two year period [1989-present].

 Selected by the Union of British Columbia Municipalities [2005] association to deliver the
benchmark setting presentation underlying the provincial regions understanding of
corporate options for economic development in community’s population 300 or less
through to provincial metro areas of more than 1 million population.
 Serves as an advisor to the Coastal Community Network comprised on more than 158
aboriginal and municipalities [2007-present] located in the Pacific Watershed along British
Columbia’s and Canada’s coastal region.
 Broad understanding of economic growth issues in the Philippines
 Patrick Marshall reports that research and briefings indicate that local government units
operating in the Philippines are focused on enforcement culture which undermines the
ability of local government units to participate as a full partner in local and regional growth
and development.
 New planning and development tools are required to assist local government units in
completing assessments of the impact of red tape on local business, eliminating red tape in
a publicly defensible way, engaging in conversation with corporate public and private
organizations to collaborate on identifying economic clusters of business, academics and
like-minded individuals that can collaborate on short term 90 and 365 day campaigns
designed to improve a sustainable local and regional economy.
 Key to the success of business planning at the local government units is educating residents
and residential ratepayers on the process of collaboration, which is entirely separate from
collusion. Public engagement and communications tools are increasingly mobile based.
However, local government units must adopt proactive disclosure so as to build trust and
awareness and actually enlist residents as a strong communications vehicle for the
initiatives. Social media has become a huge ally to municipalities that create opportunities
for residents to participate in the process.
 Demonstrated track record in fostering LGU-private sector collaboration for
local economic growth and competitiveness
 Patrick Marshall was one of three municipal senior staff that participated as the team that
created the first private public venture [P3] focused on collaborative marketing of office
space and condominiums in Canada 1984 Downtown North York, and subsequently
Scarborough Town Centre and Mississauga City Centre Marketing initiatives 1986 and 1988.
 He created no less than 15 industry and business collaborative campaigns and clusters in his
17 years’ service to the City of Campbell River on Vancouver Island.
 He was recruited to be the Chief Executive Officer of Ocean Industries BC representing $11.5
Billion to the gross domestic product of British Columbia and an estimated 35,000 jobs,
achieved through more than 7,000 businesses.
 He also served as the founding General Manager of North Central Island Tourism, a
Destination Management Organization service to an area of 7,077 square miles with a
population of 42,000 people settled in predominantly small villages and remote
communities.
 He has been rewarded more than 25 times by the Economic Developers Association of
Canada for his collaboration based place branding, design and marketing efforts in the
Marketing Canada Awards program he designed in 1988 achieving “Best in Class” on several
occasions.
 Continues to serve as the Business and Economic Development Advisor to the Coastal
Community Network and Ocean Initiatives British Columbia.
 Elected and served three terms as the Chairman of the Board of Directors for Small Business
British Columbia, a partner in the Canada Business Service Centre Network.
 Strong understanding of market-oriented local economic development
 Economic Development at the local level must be responsive, not prescriptive. That means
that local government units need to survey business in a frank and public discussion on how

local government units open doors, not create barriers.
 Patrick Marshall has facilitated local, regional, urban, rural and industry wide processes
where local government plays an equal role in the process of creating business, jobs, and
sustaining share value.
 He uses techniques drawn from around the world and is adept at linking the right process to
the right context. He has received awards from business survey developers for using their
proprietary approaches to surveying businesses in ways they hadn’t anticipated.
 He also created “Neighbourhood Council Meetings” to take local government into the
communities they serve is a safe and managed environment so that residents and
ratepayers have a means to ask frank questions of their elected on a regular and planned
basis. This gives elected and appointed officials real time opportunities to be responsible for
decision making and corporate business planning.
 Patrick Marshall is engaged by local government and industry to facilitate large and small
processes. He currently serves as the Chair of the British Columbia Forest Industry
Workforce Initiative on behalf of the public and private section across British Columbia
population 4.5 million.
 Excellent analytical and report writing skills
 Patrick Marshall has copies of corporate business strategies created for local government,
businesses owned by local government, aboriginal Nations strategies and policies available
for review upon request.
 Excellent communication and facilitation skills
 Patrick Marshall has received more than 25 Awards from the Economic Developers
Association of Canada for his place brand, corporate communications and marketing
materials, including several “Best of Class” awards from the Marketing Canada program.
 He was recognized for his skills by the Economic Developers Association of Canada in 2007
and received the “British Columbia Economic Developer of the Year 2007” award from his
peers.
 He has also been qualified as a preferred suppliers of the following services by the Province
of British Columbia through adjudicated request for qualifications and experience
competitive processes:
 2010 May – Qualified Supplier for rural community and/or rural regional economic
development for the Ministry of Community and Rural Development. [letter attached]
 2011 February – Qualified Supplier for community partner and business engagement for the
Ministry of Tourism, Trade, and Investment. [letter attached]
 2012 February – Qualified Supplier for business analysis and project management for the
Ministry of Jobs, Tourism and Innovation. [letter attached]
 Evidence of his collaboration skills can be located at
http://vimeo.com/patricknmarshall/videos
 High computer literacy
 Patrick Marshall has been a media purchaser, web site designer and curator, and is
recognized as a thought leader in the tech community as it applies to planning and
development. http://www.patrickmarshall.tel
 He has received an award from a United States based software designer for innovative use
of the product.
 He has been published in a European Union based academic piece and accredited with
founding an interpretive definition of the ocean and marinespace economic account.
 He will run his private practise while on assignment internationally through his own server
system.
 He has purchased and developed more than 20 web sites for his own use and those of
clients. He is fully committed to social networking and retains more than 1400 contacts on
LinkedIn: http://www.ca.linkedin.com/in/patricknelsonmarshall/

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

 It starts with an environmental scan of the business community which identifies needs;
 Then moves through internal business and corporate planning within local government
units to adjust and adapt to serve business needs;
 Plans are benchmarked for progress on quarterly basis and reviewed annually with three
year terms. Any longer and the market has changed such that plans are no longer relevant;
and;
 Then becomes a public plan by which residents become actively involved in monitoring
progress and participating in their given roles.
The year ahead will see DILG focusing on creating an organizational model for local economic
development for LGUs across the country, in collaboration with the Department of Trade and
Industry (DTI) and key private sector organizations such as the Philippine Chamber of Commerce
and Industry (PCCI).
Patrick Marshall recognizes that there will be a model selected for National implementation,
however, not one size fits every local government unit. This was his core message to the Union
of British Columbia Municipalities when he presented the notion that models need to be sized
to suit the development stage of any local government Unit. Some are ahead of others and
picking one model to fit all local government units will cause some to fall behind or fail in
achieving National Objectives.
Patrick Marshall has the resources to provide support to the fine tuning and custom refinement
of the National model to Local Government Units.
It will assess the efficacy of the Local Economic Development and Investment Promotion Office
(LEDIPO) model, as well as the designated Local Economic and Investment Promotion Officer
position, for advancing LED. A model template and training manual for business planning and
implementation efforts by LEDIPOs will be a key deliverable. To support the roll-out of this effort,
there will be a need to increase the capacity and skills of the DILG LED Team and regional focal
persons to have better understanding of Business Planning as applied in local governments.
Corporate Business Planning for local government units is an area that Patrick Marshall excels.
He recognizes that these corporate business plans are an agreement between elected Members
of the LGU and the Chief Administrative Officer and his staff. This agreement is developed by
both groups in consultation with their constituents, including residents, industry and business.
Each group has a role to play in ensuring positive outcomes.
Public and private sector engagement is an art form.. To do it successfully, often third party
facilitators are required so that each participant can retain their integrity and ability to respond
and not react to public discourse. Patrick Marshall has examples of other processes that the
DILG LED Team can reference.
Working closely with the Filipino Business Planning Consultant, who will take the lead on this
assignment in providing support to DILG’s Bureau of Local Government Development (BLGD) to
design and implement the LGU business planning elements of the 2013 OPB, the Canadian
Consultant shall be responsible for providing technical assistance, knowledge transfer and
coaching on LGU Business Planning to DILG and select LGUs, through the following tasks:
1. Benchmarking – gather, review and share relevant documents regarding business planning
best practices by selected local governments in Canada and other international locations as
appropriate

 Patrick Marshall has direct access to a subject matter specialists in the Canada Business
Service Centre Network, at the International Economic Development Council in
Washington DC, the Union of BC Municipalities, Federation of Canadian Municipalities,
Canadian Chamber of Commerce, Rotary International Probus Program, OECD Centre
for Entrepreneurship, Small and Medium Enterprise and Local Development in Trento
Italy.
2. Business planning template – recommend various options for a LGU business planning
process that is appropriate for the Philippines, and support the development and writing of a
template (with components, indicators and key ingredients) and a manual for its use
 Patrick Marshall has completed several Carver Governance tool kits for aboriginal and
local government, non-government associations and private businesses. This involves
every aspect of corporate planning, external affairs, collaborative marketing, public
engagement and full proactive disclosure which builds credibility for local government
units in the eyes of their constituents.
 He is also prepared to assist local government secure certification from the Global City
Indicators Facility organization [http://www.cityindicators.org/GCIFGovernance.aspx]
as well as qualified with the ICLEI [www.iclei.org/sea] based in Manila.
3. Validation and fine tuning – accompany the Filipino consultant to meetings with relevant
DILG departments, NGAs (including DTI) and private sector (including PCCI) and support
efforts to validate the proposed business planning process, template and manual
 Patrick Marshall knows, understands, and supports the requirement to be an advisor to
the Filipino consultant and is adept at ensuring that meeting logistics and records
management requirements are fulfilled from an electronic, digital photography and
other approved recording methods.
 He is also well versed in serving as an attaché to the Principal and Lead Consultant in
team project management circumstances.
4. Orientation and training – Serve as an expert resource person during some of the orientation
and training for Regional LEIPOs on LGU Business Planning using the manual and template
 Patrick Marshall has developed simple testing mechanisms for training and skills
development which lead ultimately to certification of skills capacity and compliance for
records management and benchmarking system requirements.
 He is familiar with those systems developed by the UBCM, FCM and First nations
Summit in Canada. He has delivered this service for an aboriginal community of 300
Members.
5. Deliverables – Revise and submit final outputs and deliverables in agreed written form.
 Patrick Marshall is capable of delivering written, graphic, and digital evidence of the
work using a variety of online and desktop products.

Currency All currencies noted in this Service Agreement are in Canadian Dollars
Remittances Article 2.4 remains in force.
Insurance n/a
Daily Rate and
Level of Effort
(LOE)
Daily Rate Total Estimated LOE
$800.00
Schedule of
Deliverables
Deliverables LoE Date (s) Amount Due
1. Work with Filipino counterpart consultant
in developing approach, methodology and
work plan for the contract engagement
.5
2. Research a compilation of Canadian and
International best practices on business
planning for local governments and prepare
documentation and presentation materials
4
3. Travel to the Philippines 1
4. Provide technical assistance in developing
the LGU business planning template, manual
and related tools and work collaboratively
with Filipino counterpart consultant in
writing the drafts
8
5. Report revisions: Manual and Template and
other tools for LGU Business Planning
3
6. Act as expert resource person in the training
orientation of Regional LEIPOs on the use of
Business Planning Manual, Tools and
Template for LGUs
1.5
7. Travel back to Canada 1
8. Final revisions and submission of final
deliverables (to be approved by BLGD
Director)
1
Total 20
Specific Conditions The due dates, content and quality control on all deliverables will be agreed upon between the
Contractor and DILG and CEA assigned managers.

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

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

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

Appendix E – Mission Candidate Patrick N. Marshall Resume
Founder and Principle Economic Developer 2009 – Present
Capital EDC Economic Development Company VICTORIA British Columbia Canada
 Leading a group of 27 Resource Industry Associations developing projects and operations that have a common link and benefits
outside of advocacy roles.
 Supporting Logging Associations in their need to determine workforce initiatives that have a common interest across regional
boundaries.
 Contributed to the completion the airport development strategy for Vanderhoof resulting in the development and sale of 5
commercial lots groundside.
 Facilitating 158 community leaders on the coast develop a common framework for receiving, reviewing and determining the
relevance of sustainability subjects.
 Reviewing and adjusting an economic development operation for a community of 1200 people.
 Developing and economic development strategy and operation for a community owned Forest Corporation.
Chief Executive Officer and Principle Economic Developer 2007 – 2009
Ocean Industries British Columbia Population 4.45 million VICTORIA British Columbia Canada
Led new interdisciplinary industrial and business development for NGO capturing private and public sector interests resulting in
estimated $11.5 billion dollars to the GDP of BC employing more than 86,000 people;
 Converted single interest Offshore Oil and Gas org into full spectrum Ocean and Marinespace organization;
 Led the development for an $80 million dollar Ocean Technology and Marinespace Engineering Centre for British Columbia;
 Converted operating Board of Directors to Results Governance Board of Directors using the John and Meriam Carver approach to
policy management with a staff of 1 and a Board of Directors comprised of 12 volunteers;
 Proposed half a million dollar economic stimulus package for rural, resource and metro areas networked across BC, Western Canada
and the North;
 Supported more than 100 diverse and autonomous government and non-government organizations in a consensus driven decision
process focused on responsible development.
Founding General Manager, Principle Economic Developer & Corporate Secretary 2001 to 2007
Campbell River EDC River Corp Population 35,000 CAMPBELL RIVER British Columbia Canada
Fulfilled more than $2 billion in development investment over 18 year period of service;
 Chaired the Elk Falls Community Advisory Forum which brought combatants and campaigners together with Norske Canada in a
monthly Consensus Forum that allowed neighbours, First Nations and suppliers to participate in socio-economic, environmental and
business processes around an industrial complex that employed more than 1,400 people;
 Developed the basis for community visioning program tied directly to annual operating and performance plans for economic
development;
 Recruited 8 community organizations, 35 staff, to co-locate in a surplus RCMP Detachment complex, overhauled the building and
presented it as the first One-Stop Enterprise Centre on Vancouver Island;
 Responsible for ensuring that Campbell River was rated as one of the top places to retire;
 Ensured that Campbell River was considered and maintained as a leading community in the Vancouver Island North Region,
comprised of 3 Regional Districts;
 Accurately identified and had sanctioned Campbell River sanctioned as a leader in Aerospace and Aquaculture Industry development
as part of a diversification strategy away from dependence on Forest Resources.
Economic Development Transition Manager and Executive Director 2001
North Central Vancouver Island Population 45,000 CAMPBELL RIVER British Columbia Canada
 Responsible for supporting a new Regional Tourism Destination Management Organization, while concurrently establishing a new
Economic Development Corporation, complete with separate reporting and accountability requirements of separate Board of
Directors.
Founding Manager, Property and Economic Development Department 1989-2000
Campbell River Population 35,000BC CAMPBELL RIVER British Columbia Canada
Responsible for establishing a hybrid economic development department that included the management of Municipal property assets;
 Sold out a municipally owned Industrial park;
 Represented municipal interests in First Nation development of 1300 berth Marina, 400,000 square feet of regional retail trade
centre and Cruise Ship Terminal;
 Constructed business case for cruise ship terminal resulting in the successful award of $19 million in public sector investment;
 Sole representative on the Industrial Benefits Package and accountability reporting for the Island Cogeneration Plant, a $1 billion
dollar investment in Campbell River;

 Responsible for the Sister City Relationship with Ishikari Japan for 10 years including a municipal Internship program for Japanese
Municipal Workers;
 Created “Visionquest” Program and Neighbourhood Council meetings where local politicians meet with residents in their own
neighbourhoods to brief them on plans for the forthcoming years and hear from taxpayers in an accountable manner;
 Responsible for creating communications and delivering five Municipal Borrowing Referendums, including community consultation
and developer liaison for the construction of Municipal Facilities.
Director of Marketing, Strategic Real Estate Design Group 1987 to 1989
Boulevard Communications Limited TORONTO Ontario Canada
 Responsible for the support to $10 million annual billings for strategic Real Estate Marketing and Design Firm based in Toronto with
global clients;
 Clients included City of Mississauga City Centre Development Coalition, Marathon Realty Coal Harbour Waterfront Centre
Vancouver, Olympia and York, Cadillac Fairview, Scotia bank, CIBC and other leading development corporations and municipalities.
City of North York Population 750,000 1979 - 1987
Toronto Ontario Population 4 million TORONTO Ontario Canada
Director of Development Information, 1985 – 1987
Property and Economic Development Department TORONTO Ontario Canada
 Recruited to the first Property and Economic Development Department to be commissioned in Metro Toronto from the Planning
Department, served as part of a 4 person specialty team reporting to the Mayor, member Municipal Council and Board of Control for
a City pop. 750,000;
 Created a 17 member company, $1 million dollar development marketing coalition to promote and sell more than $2 billion dollars
worth of retail, residential and corporate office space known as “Downtown North York” in the City of North York, designed to
provide an alternative to Downtown Toronto;
 Designed, managed and completed a $75,000 instant public awareness campaign entitled “Sheppard Subway: I Need it Now”
campaign for a $3 billion rapid transit line to diffuse traffic congestion at the heart of the Metro Toronto area. The 120 day program
was designed in 24 hours and deployed in 90 days, resulted in the approval of the investment by the Toronto Transit Commission
and Province of Ontario.
 Worked on Canada’s first P3 development, the North York Civic Centre comprised of a 180,000 ft. public library, 100 room Novotel
Hotel, 400,000 ft. office space led by Petro Canada’s Head Office and the infamous Mel Lastman Square;
 Focused on business retention and recruitment programs for 50 wards and planning areas populated by 17,000 businesses, including
the conversion of DND Base Downsview;
 Captain of the TEAM [Together Each Achieves More] Toronto Economic Development Group that represented 6 cities serving a
regional population of 4.5 million and delivered inbound investment and trade promotions for a multilayered regional municipality,
preparing the region for merger
Planner II, Development Control, Long Range Planning and Research Division 1983 - 1985
Planning and Development Department TORONTO Ontario Canada
 Moved through stages of Summer Student Planning Intern from High School through the School of Urban and Regional Planning to a
full time position as a certified Planner achieving the MCIP designation;
 Specialized in Urban Design and Engineering, Cadastral Base Mapping, Commercial sub-centre development, long range planning
policy and development control including urban environmental assessment processes and the Ontario Municipal Board.
Student Engineer and Planning Intern 1979 - 1983
Public Works Department and the Planning and Development Department TORONTO Ontario Canada
Select Volunteer Highlights
Director, Chairman of the Board of Directors and Chief Governance Officer 2005 to2011
Small Business BC Population 4.45 million VANCOUVER British Columbia Canada
 Transitioned a mixed private | public sector Board of Directors to reduce dependence on public dollars for $2.5 million annual
allocation from Canada and British Columbia;
 Build new revenue streams from market-based products and services with 25 employees and a 7 person volunteer Board of
Directors;
 Construct a regional network of franchised locations from a base of operations at the Station located at the terminus of the Seabus
and SkyTrain in Downtown Vancouver;
 Develop new thought leadership for supporting micro, small and medium enterprise through economic crisis.
Chef de Mission British Columbia Marketing Team Offshore Technology May 2008
Ocean Industries BC HOUSTON Texas USA
British Columbia Marketing Team Biomarine 2008 October 2008
Ocean Industries BC MARSEILLES Provence France

Chef de Mission British Columbia Coastal Mayors September 2006
Largest Economic Mission and Delegation from British Columbia STAVANGER Rogaland Norway
Vice President & Founder EDGE British Columbia Magazine [InvestBC] 1996
Economic Developers Association of British Columbia VANCOUVER British Columbia Canada
Presenter, International Waterfront Design Symposium July 1996
Guest of Japan, Professional Economic Developer SHIMONOSEKI Yamaguchi Japan
Shi Mai Toshi Representative and Leader Tomodachi Tours July 1989 to January 1996
Sister City Missions, 10th
Anniversary, and Internship Program ISHIKARI Hokkaido Japan
President 1992 to 1994
Vancouver Island Economic Developers Association NANAIMO British Columbia Canada
National Conference Host 1988
Economic Developers Association of Canada Mission ’88 SCARBOROUGH Ontario Canada
Director and Marketing Canada Awards Policy Chair 1987
Economic Developers Association of Canada OTTAWA Ontario Canada
Member, Industrial Developers Council of Ontario 1984-1989
TORONTO Ontario Canada
Editor, The Ontario Professional Planners Journal 1983 to 1985
Ontario Professional Planners Institute TORONTO Ontario Canada
Awards
British Columbia Economic Developer of the Year 2007
Economic Development Association of British Columbia VANCOUVER British Columbia Canada
Small Business of the Year Finalist 2006
Vancouver Island Business Examiner Awards of Excellence VICTORIA British Columbia Canada
Synchronist Software Corporate Intelligence Innovation Award 2005
CHICAGO Illinois USA
Nominee British Columbia Economic Developer of the Year 1996 and 2002
VANCOUVER British Columbia Canada
23 Career Marketing Canada Awards 1986 to present
Economic Development Association of Canada
Media awards for Campbell River, Mississauga, and North York OTTAWA Ontario Canada

Appendix F: Patrick N. Marshall’s Select Clients and Projects
Industrial Commercial Investments
Campbell River Superstore
Discovery Harbour Marina & Centre
Fletcher Challenge Energy
Island Cogeneration Plant Elk Falls
North Island College Campbell River Campus
Novatel North York
Olympia & York Ltd.
Cadillac Fairview Ltd.
Detroit Allison Diesel Campbell River Centre
Downtown North York
Greater Campbell River NorthPort
Imperial Oil/ McDonalds Canada Highway 19 Express
Mississauga City Centre
Xerox Canada North American Life Centre
Municipal Investments
Mel Lastman Civic Square
North York Centre Subway Station
North York Public Library Central Branch
Sheppard Subway Branch Line
Island Highway 19 Realignment
Maple Street Connector
Middlepoint Industrial Park
Norm Wood Environmental Centre
Waterfront Acquisition Program
Major Projects
Central Coast Land & Coastal Resource Management Plan
Technical Advisory
Downtown North York Leasing & Relocation
Innovation York Research Centre
Metro Toronto Canadian Financial Centre Program
Metro Toronto Tech Transfer Program
Vancouver Island Economic Development Strategy
Vancouver Island Land Use Plan
BC Premier’s Advisor on the Vancouver Island
Opportunities Summit
Canadian Centre for Advanced Film Studies | E.P. Taylor
Estate Campus
CIBC Call Centre King Street West
North York Industrial Park Strategies OCP Policy
Proctor & Gamble Centre
Willowdale Avenue Commercial Sub Centre strategy
Business Development
Boeing | DeHavilland transition
Downtown, Campbellton & Willow Point BIA
organizations
Ishikari City Five Year Plan
North York Centre for the Performing Arts
North York Chamber of Commerce establishment
Royal LePage National Sales Program
Spar Aerospace expansion
Campbell River Indian Band Development Corporation
Cansalm Products Ltd.
MacMillan Bloedel/Weyerhaeuser Transition
Quinsam Coal Restructuring & expansion
TimberWest Transition / Goepell McDermid
TMAR Industries Ltd. expansion
Vancouver Island Renuable Resources
Development Research
Islington Avenue Business Improvement Area
North York Civic Centre Due Diligence Report
North York Commercial Sub Centre Development Policy
North York Fact Profile
North York Industrial Park Development Policy
Air Transportation Study Campbell River
Campbell River Industrial Relocation Study
Campbell River Manufacturing Renewal Strategy
Forest Sector Development Strategy
Impact of Tourism on Strathcona Discovery
Vancouver Island Business Development Strategy
Communications
1994 BC Festival of the Arts Program
Metro Toronto Office Guide
North American Corporate Executives Program
North York & Metro Industrial Guides
North York Business Communications Program
North York Corporate Recruitment Program
Return to the River Campaign Concept
Seneca College Applied Innovation Centre Program
Sheppard Subway Ontario Lobby Program
The Heart of the City Program for Downtown North York
10th Anniversary of Twin Cities Campbell River
Campbell River & District Hospital Catscan Lobby
North Islands and Coasts Forest Alliance of BC
Campbell River Sportsplex Referendum
Downtown Community Facility Referendums
Mississauga City Centre Leasing & Development Program
Police & Public Safety Building Referendum
Strathcona & Discovery Islands Brand
The Natural Home for Business Program
Western Premier’s Conference 1997

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

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

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

Appendix H – Patrick N. Marshall Subject Matter Experts
Name
Title | Organization
Technical Advisor | Areas of Expertise
Biography
Denise Kiona Henning Ph.D.
Technical Advisor | Aboriginal Community, Education and Training
As the President and CEO for Northwest Community College, I am a committed educator
who I believe has become a leader in administration in higher education. My philosophy as
a leader of change is based on building relationships through a collaborative and team-
spirited approach and I have used these principles in both my teaching and administration
over the past 14 years to energize people to think outward while focusing on the needs of
students. I simply believe that as a leader, it is my role to ensure that colleagues recognize
the need to be on vision, on mission, and to be ethically principled.
As a Cherokee/Choctaw originating from Creek County in Oklahoma, I have a deep passion
for equity and inclusion in higher education, as well as a concern for assisting students;
faculty, staff, and administrators from all backgrounds appreciate the rich heritages
present in our country and in our contemporary world. My career includes consultations
with institutions of higher education and organizations throughout the United States and
Canada. My experience as a researcher includes Aboriginal Graduate student persistence
and completion, Aboriginal Women’s Issues, and reducing the disparity of Mathematics,
Science, and Literacy attainment of underrepresented students.
Having a working knowledge of the development, implementation, and administration at
all levels of post-secondary education, I credit much of my knowledge to both my
undergraduate and graduate experiences provided in my personal education experience.
My life has been dedicated to working towards inclusion and equity in higher education
and to increasing the knowledge and appreciation, by all people, of the rich heritages of
Aboriginal peoples in North America.
Patrick Marshall BES SURP
Economic Developer
Capital EDC Economic Development
Company
Technical Advisor | Urban and Regional Development
Patrick has conducted over 300 business retention, expansion, recruitment, in-bound
investment and operations in two Provinces in Canada. He has worked on the support of
the development of hundreds of thousands of dollar’s worth of industrial, commercial,
residential and government investment, and more than 300 customers projects for local
government and industry associations. Patrick combines his understanding of urban and
regional processes with the pragmatic, and vision for detail required to ensure successful
Growth, Planning and Sustainability [GPS] for both private and public sector organizations.
Patrick’s past work experience includes: Chief Executive Officer, Ocean Industries British
Columbia from 2007 to 2009, Chief Executive Officer and Economic Developer for the
Campbell River Economic Development Corporation from 2000 to 2007, Transition
Manager, North Central Island Tourism Organization from 1999 to 2000, Manager,
Property & Economic Development for the City of Campbell River from 1989 to 2001,
Director of Marketing, Bowman Boulevard Strategic Real Estate Marketing Ltd. Toronto
from 1987 to 1989, Urban Planner for the City of North York, Metropolitan Toronto from
1979 to 1987.
Patrick completed a Bachelor of Environmental Studies Honours Degree from the School of
Urban and Regional Planning SURP at the University of Waterloo in Ontario, Canada in
1983. He was engaged in the Internship Program at the University and served four terms
as an Engineering and Planning Intern with the City of North York, Metropolitan Toronto,
Ontario, Canada. Patrick also attended Year 1 and Year 2 of the University of Waterloo
Economic Development program sponsored by the Economic Developer’s Association of
Canada and associated workshop’s. He was inducted as a Member of the Canadian
Institute of Planners MCIP in 1984 and a Member of the Ontario Professional Planners
Institute also in 1984.

Name
Biography
Sandra Miles CHIRP
Co-Founder, President and CEO
Miles Employment Group Ltd
Technical Advisor | Labour Market and Immigration
Sandra has over 25 years experience in the staffing industry in Vancouver, British
Columbia. Sandra was the Founder and President of an employment agency in Vancouver
from 1986 until selling her shares in 2000.
The Miles Employment Group Ltd represents her second venture which incorporated in
2002. A Business in Vancouver 40 under 40 Achievement Award recipient and YWCA
Women of Distinction Nominee, Entrepreneur Category, Sandra has volunteered countless
hours to assist non-profit organizations and she has sat on many influential boards and
high profile committees.
Sandra has been included in a book “Women Business Owners: The New Pioneers”
launched by the Women’s Enterprise Centre in partnership with Western Economic
Diversification, for Small Business Month in October 2008 and has been nominated for
RBC’s Canadian Women Entrepreneur of the Year Award 2008.
Miles Employment Group has delivered exceptional temporary, contract permanent
search and RPO staffing services to Greater Vancouver’s business community and
employed over 1200 individuals in 2009 and placed over 600 individuals in permanent
roles. Our client list includes firms in the following industries: high tech; financial services;
mining; real estate; property development; health; architectural; construction;
engineering; tourism; legal; travel; insurance; education; crown corporations; government;
academia; manufacturing; services; call centre; PR & advertising; retail; transportation &
public utilities.
In addition, the Miles Employment Group is proud to have been selected as a preferred
staffing supplier to the following: British Columbia Transmission Corporation (BCTC);
Vancouver Olympic Organizing Committee for the 2010 Olympic and Paralympic Winter
Games (VANOC); BTS/NBC; SME MARITZ.
Cybele Negris
Co-Founder webnames.ca
Canada’s first Registry
Technical Advisor | Communications, Digital Culture and Mobility
Cybele Negris is Co-Founder of Webnames.ca, a multi-million dollar Internet solutions
company and Canada’s original .ca domain name registrar. Webnames.ca recently
launched www.hornethub.com, a .TEL address book application for Blackberry
smartphones. Ms. Negris is also the Co-Owner of Construction By Design, a Georgie award-
winning residential construction firm.
Ms. Negris is on the board of the Forum for Women Entrepreneurs (FWE), and serves as
Chair of the FWE E-series Program. She’s also a former member of the board of the
Vancouver Economic Development Commission and a member of the Innovasion
Conference and 2010 Taskforces.
Her many other appointments include member of the board of the Government of B.C.’s
Small Business Roundtable, Co-Chair of the Vancouver Canary Derby, and judge for the
Small Business BC Business Plan Contest. She’s past President of the not-for-profit Wired
Woman Vancouver, and is currently a mentor with their mentorship program.
Ms. Negris has been recognized for her outstanding achievement with numerous awards,
including PROFIT W100 Canada's Top Women Entrepreneurs (2004 to 2009), Finalist,
YWCA Women of Distinction (2006), Finalist, Ernst & Young Entrepreneur of the Year
Pacific (2005), and Business in Vancouver’s Top 40 Under 40 (2003). She also speaks at
over a dozen entrepreneurship and technology events each year.

Name
Biography
Andrew Walls CD
Vice President Marketing
New Energy Corp
Technical Advisor | Research, Innovation and Technology
Andrew began his Ocean Sector career as a Naval Officer while attending the University if
New Brunswick and Saint Thomas University. During his time with the Canadian Navy,
Andrew held a number of postings, with specialization in navigation, ASW operations and
the training and instruction fields. On leaving the Navy, Andrew moved into the
commercial shipping and international trading world, first working as a shipping agent and
operations manager before moving to the trading side of the business,
After a brief appointment in a business development role with the Racal Decca Company,
Andrew was offered an opportunity to join the British Columbia Institute of Technology
(BCIT)-where he established their Ocean Center of Excellence. Andrew subsequently
joined the British Columbia Innovation Council (A British Columbia Government Crown
Agency) in the position of Director, Ocean Science and Energy, where his role was to
identify and foster the development of the British Columbia's Ocean Technology Cluster
In July 2010 Andrew joined New Energy Corporation as Director of Partnership
Development and in December 2011 assumed responsibilities as Vice President,
Marketing. Andrew is a co-founder and active member of OREG (The Ocean Renewable
Energy Group)and is currently serving as President, BC COIN (British Columbia Cooperative
Ocean Innovation Network)
Phil Heard
President
Heard Consulting Service Inc.
Technical Advisor | Tourism Development and Marketing
Phil Heard is a 20-year veteran of strategic business development and operations with key
strengths in revenue production, innovation and human resource development. He
astutely assesses business environments, objectives and resources to create clear,
comprehensive strategic plans. Phil moves easily between strategic theory and converting
into tactical execution. He is very successful in providing persuasive leadership that is both
focused and flexible for corporate team members and key stakeholders. His experience
includes large and medium-sized companies across a range of industries.
Merger and Acquisition: Develops and directs comprehensive, tailored business and
marketing strategies for merger and acquisition requirements, including business
valuation, legal and timing. Skilled at managing organizational challenges in pre- and post-
merger or acquisition environments. Facility and Operations: Results-driven operations
manager with extensive experience across a range of industries. Experience with the
general management, direction and coordination of facility and operations management
team, legal and union guidelines, as well as safety and environmental compliance. Leads
large administrative staff to ensure that operations and budgets are managed in a timely
and cost effective manner. Business Development and Marketing: Aggressively drives
corporate revenue and communication objectives by evaluating market opportunities and
implementing business development strategies. Manages corporate communications,
marketing and PR strategies in support of corporate revenue and business development
objectives.
Glen Bonderud BSc
Technical Advisor | Trade and Investment Promotion
Glen Bonderud, B.Sc. draws on over 30 years of experience in the forest industry in sales,
operations, domestic and international marketing, and senior executive positions. He led
the development of Japanese and Asian markets for MacMillan Bloedel (MB) Ltd,
culminating in his role as CEO of MB's Japanese subsidiary. More recently he has provided
executive direction to North American and Japanese forest product distributors, and
worked with Asian suppliers to implement the distributors' quality control standards.
Glen has detailed knowledge of Japanese wood products import, production, and internal
distribution systems and establishing professional and social networks in Japan to obtain
business intelligence. He has a working knowledge of Japanese. He has established
relationships and knowledge of suppliers in North America, China, Brazil, Sweden, and
Finland, and successfully marketing wood products in Japan, Korea, Taiwan, UK, Australia,

Name
Biography
continental Europe, and North America.
He has conducted market research and developed global marketing/business strategies
for projects in North America, Asia and Europe.
Glen's key strengths include: analysis of markets and product opportunities,
understanding of economics of the supply chain from logs, through mills to final products
and markets, ability to work across cultures to achieve project goals.
Dave Lewis RPF
Former Executive Director
The Truck Loggers Association
Technical Advisor | Forest Industry – Harvest
Dave Lewis, RPF, is a member of the Board of Directors of the BC Forest Safety Council,
representing the Truck Loggers Association where he is Executive Director. Dave
completed a forestry degree from UBC, then went to work for a major licensee in Gold
River. He later owned a forest engineering company, served as the town’s mayor for one
term, worked on a biomass power development and conducted fishing charters in the
summer. Dave tries to bring a community focus to the job of representing independent
forest contractors on the coast. Dave is an entrepreneur at heart, having started his first
business at the age of 17 and worked for himself most of his working life.
Glen Bonderud BSc
Technical Advisor | Forest Industry – Sales, Marketing, Asia and United States Trade
Glen Bonderud, B.Sc. draws on over 30 years of experience in the forest industry in sales,
operations, domestic and international marketing, and senior executive positions. He led
the development of Japanese and Asian markets for MacMillan Bloedel (MB) Ltd,
culminating in his role as CEO of MB's Japanese subsidiary. More recently he has provided
executive direction to North American and Japanese forest product distributors, and
worked with Asian suppliers to implement the distributors' quality control standards.
Glen has detailed knowledge of Japanese wood products import, production, and internal
distribution systems and establishing professional and social networks in Japan to obtain
business intelligence. He has a working knowledge of Japanese. He has established
relationships and knowledge of suppliers in North America, China, Brazil, Sweden, and
Finland, and successfully marketing wood products in Japan, Korea, Taiwan, UK, Australia,
continental Europe, and North America.
He has conducted market research and developed global marketing/business strategies
for projects in North America, Asia and Europe.
Glen's key strengths include: analysis of markets and product opportunities,
understanding of economics of the supply chain from logs, through mills to final products
and markets, ability to work across cultures to achieve project goals.
Dave Bazowski
Technical Adviser | Mining Industry
David Bazowski assists organizations in both the private and public sectors in all facets of
human resources and business development, including planning, development and
implementation of programs and strategies. A key area of specialization is facilitation with
a diversity of stakeholders, including private sector business, labour unions, First Nations
and government.
David has spent the last decade in senior leadership roles in business development, human
resources and general management for resource companies in British Columbia. He has 30
years of progressive experience in HR, Operational Management, and Corporate Public
affairs in BC and the Yukon, and thrives in situations that demand creative problem-solving
and effective leadership. In addition, he can pull together specialized, integrated teams to
deal with specific challenges. He has a stellar reputation for integrity, a results-based work
ethic and a straightforward approach.
Currently, David serves as Chair to the BC mining industry’s special task force on labour

Name
Biography
shortages and HR planning, in addition to operating his own consultancy. A brief summary
of his skills and experience is outlined below.
While working for Boliden Westmin Canada Ltd., David represented the company in
Canada on behalf of the Swedish parent company. Over the years, he has built close
working relationships with various Government agencies, particularly the Province of BC.
He was Corporate Representative on Board of Directors for the Mining Association of BC
and the Mining Association of Canada. Conversely, he has worked with non- Canadian
public agencies (namely the State of Tennessee) to facilitate funding and project
development that directly contributed to the start-up of a major mine.
Odd Grydeland
President
Diversified Aquaculture Inc.
Technical Adviser | Agrifoods and Europe Trade
Acting consultant responsible for providing leadership and advice to a variety of federal
government and private clients. Responsible to develop client relations, establish
contracts, undertake work, write reports, and hire subcontractors as required. Full P&L
accountability.
Researched and developed a report for aquaculture regulatory reform for the Federal
Government; recommendations were adopted by the Department of Fisheries and Oceans
in Ottawa. Advised a BC fishing company in the negotiation of a multi-million dollar service
contract with a major aquaculture organization in Canada. Provided consultative advice to
an aquaculture company, identifying suitable areas for the expansion of their existing
business.
Initiated a customized training program and curriculum for a local college, to prepare
coastal First Nation students embarking on a career in aquaculture. Co-authored a report
for Agriculture & Agri-Food Canada entitled “The Canadian Farmed Salmon Industry-
Benchmark Analysis for the US Market with GSGislason & Associates Ltd., Vancouver B.C.
Planned and conducted a DFO-sponsored workshop on Business Risk Management.
Capt. [Navy] Andrew Walls CD [Ret’d]
Vice President Marketing
New Energy Corp
Technical Adviser | Technology, Clean Tech and Green Economy
Technical Advisor | Tourism, Foodservice and Hospitality
A dynamic, passionate and forward thinking CEO & President of the BC Restaurant and
Foodservices Association, Ian Tostenson combines energy and integrity with proven
achievement in all areas of business. Ian has used this role combined with his intense
commitment to the environment to bring Al Gore’s “An Inconvenient Truth” presentation
on September 29th 2007 to over 1500 people at the Westin Bayshore.
Using strategic leadership, Ian advocates and engages groups and people towards success.

Name
Biography
Ian Tostenson
CEO & President, BC Restaurant and
Foodservices Association
As part of the Climate Action Team, Ian has accepted a challenge from the Premier to
devise plans to deliver on the government’s commitment of reducing greenhouse gas
emissions. Aligning with Ian’s personal values, the Team is leading the focus to find new
ways to provide a sustainable environmental legacy for future generations. Also currently
a part of the Permanent Small Business Roundtable since 2005, Ian has taken part in
working through the issues and challenges that face small business owners of BC.
Ian was previously chairman for the BC Wine Institute from 1995 – 2000 as well as
President and CEO of Cascadia Brands (Calona Vineyards, Granville Island Brewing, Grady
Wine Marketing and Burrowing Owl Winery) for over 21 years. Ian was Director for
Canadian Wine Institute and Brewers Association of Canada and has a wide depth of
knowledge and extreme passion that radiates to those around him. Other leadership roles
have included President and CEO of 1 Four Management Ltd. and VP of Sales and
Marketing and Director of Sales for Calona Wines Limited where he pioneered innovative
strategies to position the organization as a market leader. Also a finalist for Business in
Vancouver Entrepeneur of the Year Awards and Winner of the Business in Vancouver
under 40 Entrepeneur of the Year Award, Ian uses a love for innovative thinking and
technology to lead the way in business.
Ian is also currently Past President of the David Foster Foundation where he continues to
create a lasting legacy for the benefit of families with children requiring life threatening
organ transplants. He speaks to this cause regularly, as well as to the Have Hope Action
Values and Ethics where Ian worked with partners to open a culinary training centre
directed to Downtown East Side Residents. Above all else, Ian is a coach and mentor to not
only those he touches in the business and non-profit world, but to his two sons with whom
he lives with in North Vancouver with his wife Cathy.
Darryl Anderson BA MBA
Managing Director
Wave Point Consulting Ltd.
Technical Advisor | Transportation: Ports
Darryl Anderson is the Managing Director of Wave Point Consulting Ltd. a Canadian based
professional advisory practice providing entrepreneurial solution in four key areas that
drive business growth: trade development, transportation, real estate, and strategic
planning.
Mr. Anderson is a professional with over twenty-two years of experience in the private
and public sectors. Mr. Anderson’s consulting projects have focused on market research,
transportation competitiveness and supply chain analysis for airports, marine ports,
railways and shippers. Highway infrastructure improvements and maintenance contracts,
cruise industry development and real estate analysis, describe the balance of Mr.
Anderson’s other recent projects. Mr. Anderson maintains an active independent research
practice focusing exclusively on maritime transportation and policy issues.
Mr. Anderson’s previous positions in the private and public sector include: Port Authority
President/CEO, Manager, Business Development & Customer Services, Manager, Business
Development & Planning, Manager, Rail/Intermodal & Marine, Chief, Harbour Authority
Implementation and Manager, Trade Policy & Business Intelligence. Mr. Anderson was
awarded a MBA from the Australian Maritime College, a BA from Trinity Western
University, a Diploma in Urban Land Economics from UBC and a Certificate in Shipping &
Marine Operations from BCIT.
An award-winning author, Mr. Anderson is active in numerous professional organizations,
serving as the past president of the Canadian Transportation Research Forum, past chair
and of the Cruise BC Association and director for the Association of Canadian Port
Authorities. Currently he is a director of Ocean Initiatives BC and member of Tourism
Victoria.

Name
Biography
Capt. [Navy] Andrew Walls CD [Ret’d]
Technical Advisor | Transportation: Marine, Aerospace and Defence
David Stocks
President and Naval Architect
3GA Marine Ltd.
Technical Advisor | Transportation: Marinespace
David is an experienced Naval Architect with over 37 years in the marine sector. He
founded 3GA Marine in response to a need from the commercial marine sector in Canada
and across the Pacific Rim for high quality responsive consulting services. His philosophy is
to fill that need through the assembly of subject matter expert individuals each with
relevant specific capabilities to form a team which together exceeds the sum of its parts.
3GA is an association of expertise required to optimize solutions.
David immigrated to Canada in 1982 after training in a UK Shipyard and graduating from
Newcastle University in Naval Architecture and Shipbuilding. His background in the
Canadian marine industry started in the Beaufort oil and gas development projects of the
early 80’s and has since included various positions of responsibility in both the public
(Transport Canada / Coast Guard) and private sectors on all three of Canada’s coasts and
also in the Great Lakes. He started the BMT Fleet Technology office in Victoria in 2004 and
through 2011 oversaw its growth and the development of a full engineering and
consulting services company with offices in both Victoria and Vancouver. He has work with
all the major shipyards and ship owners in BC and participated in the West Coast
Shipbuilding and Repair Forum.
He has Board experience at BMT Fleet Technology and is the immediate past Chairman of
the Board of Ocean Initiatives BC, a volunteer advocate organisation for a safe and secure
marinespace.
Dr. David Strong PhD, DSc, LLD, FRSC, KSJ
Technical Advisor | International Education
Entrepreneurial: From 2003 to 2008 Dr. Strong was the founding President and Vice-
Chancellor of University Canada West, Canada's first private for-profit university. During
his 20-year research and teaching career at Memorial University of Newfoundland he
served as a consultant to numerous mining companies on the geological controls of all
types of mineral deposits. He established the technology-transfer companies at both
Memorial University (Seabright Corp., now the Genesis Centre), and the University of
Victoria (the Innovation and Development Corporation), and wrote the original proposal
for the Vancouver Island Advanced Technology Park.
Academic: From 1990 to 2000 he was President and Vice-Chancellor of the University of
Victoria, and professor in the School of Earth and Ocean Sciences. From 1970 to 1990 he
held positions as professor of geology, University Research Professor, and Vice-President

Name
Biography
Academic at Memorial University of Newfoundland, during which time he was a leading
researcher in metallogeny and ore genesis, publishing more than 200 scientific papers and
reports, and was recognized by numerous industry and academic awards.
Public Service: He ended four years on the Board of Directors of Geoscience BC on
September 15th, 2011. He has served six years each on the Natural Sciences and
Engineering Research Council (NSERC) and the National Research Council (NRC) of Canada,
twelve years on the Research Council of the Canadian Institute of Advanced Research,
terms on the Standing Advisory Committee on University Research of the Association of
Universities and Colleges of Canada, the Advisory Councils on Science and Technology for
the Premiers of both Newfoundland and British Columbia, and the Board of Trustees of
the St. Michaels University School in Victoria, BC. In 2002 he chaired the Science Review
Panel for the BC Offshore Moratorium on oil and gas exploration, and in 2005 completed a
national report on Access to Scientific and Research Data resulting from research funded
by the Government of Canada. As of November 5th, 2010 he serves as Chair of the Board
of Canadian Science Publishing, a newly formed non-profit corporation established to
publish all scientific journals previously published by the National Research Council of
Canada
End of Document

Personnel Profile
Patrick Nelson Marshall BES SURP UWaterloo
Independent Business and Economic Developer*
I am a passionateBUSINESS AND ECONOMIC DEVELOPMENT ADVISER on strategic design and optimization of marketing and
communications.I work for executives and their teams to engineer their offerings by providinga second opinion on how they s ee
themselves, TAKING THEM TO WHERE THE SALES, PROFITS, RESULTS and PEOPLE ARE.
It is easier to RETAIN the business you have and grow NEW BUSINESS if you work at it every day.Studies show ittakes ten times
scareresources in time and money to get them back.I can work with you to produce better RESULTS by applyingmy version of ♦
GPS ♦ [growth, planning and sustainability measures].
The people that choose me to support them include:
✓ BAND ADMINISTRATORS | TRIBAL COUNCIL CHIEF EXECUTIVE OFFICERS that need their CCP''s and CEDP's connected to their
operating plans to produce new revenue to build their Nations.
✓ BUSINESS OWNERS | PARTNERS | JOINT VENTURES to fix how you present yourself to prospects,partners and jointventures
resultingin agreements and contracts sooner.
✓ CAO’S & SR. STAFF | LOCAL & REGIONAL GOVERNMENTS to review opportunities and providesound business guidanceresulting
in more retained businesses and quicker new business investments.
✓ CEO's | BOARD CHAIR to be more effective resultingin higher performance and results.
✓ MAJOR EMPLOYERS, PROFESSIONALS, INDUSTRY ASSOCIATIONS [I.E. ENGINEERS, LAWYERS, ACCOUNTANTS, ECONOMIC
DEVELOPERS, REALTORS, and SCIENTISTS] to interpret professionalsmarketneeds so that they get the new business they want and
retain existingbusiness.
I am honoured to have been named the British Columbia’s ▼ECONOMIC DEVELOPER OF THE YEAR▼ 2007 and have delivered more
than 25 ▼MARKETING CANADA AWARDS▼ from the Economic Developers Association of Canada,to my employers over the years.
Businessand Economic DevelopmentServices
 Review of economic development
committee work | internal audit
 Cluster, Supply Chain & Industrial Sector
Development Strategies
 Web Site conversion,transition from
static to sales orientation
 Local and Regional Economic Scan
Reports
 Confidential Business Retention and
Expansion results
 Sales Trainingfor Economic
Developers
 Recommendations for Economic
Diversification ProgramRe-Start
 In-bound Investment and Business
Recruitment processes and training
 Head Hunting and Professional
Searches for Public and Private
 Review and Assessments of Boards
of Directors
 Growth, Planning& Sustainability
Management Plans
 Support to Economic Development
Officers
 Relationship mendingbetween
Local Government & Boards
 Business Meeting Hosting Interest
Matching in Vancouver and Victoria
 Retained monthly consulting
Economic Developer
 Workforce Strategy Reports  Business Introductions to New Markets  Local Area Procurement Tools
 Familiarization Tour Management  International Tour Coordination  Sister City Relationship Development
Capital EDC Economic
Development Company
Canada’s RemembranceRoad
Victoria,BritishColumbia
CANADAV8N3G4
Mobile: +1 250- 507-4500
Tel: +1 250 595-8676
Toll Free: + 1 877 595-8676
Facs: +1 866 827-1524
Mailto: patrick.marshall@capitaledc.com
Patrick.Nelson.Marshall
www.capitaledc.com
Capital-EDC-Economic-Development-Company
ca.linkedin.com/in/patricknelsonmarshall
@CapitalEDCcom
PatrickNelsonMarshall
PatrickNelsonMarshall
* Qualified Supplier to Province of British Columbia 2010 – 2012 | Registered Supplier to Union of BC Municipalities | Member | Member | Supporter

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Ministry of
Community and Rural
Development
Strategic Initiatives Office
RuralBC Secretariat
Mailing Address:
PO Box 9853 Stn Prov Govt
Victoria BC V8W 9T5
Phone: 250 953-3008
Fax: 250 387-7972
Location:
4th Fl 800 Johnson St
Victoria BC
May 31, 2010
Patrick N. Marshall
Re: Request for Qualifications RFQ-RBCS-01
Thank you for your response to the above noted Request for Qualifications (RFQ). The Ministry
of Community and Rural Development has completed its evaluation process and has determined
that the following consultant(s) will be included on the List of Qualified Suppliers for the
following Service Area(s):
Patrick N. Marshall: 2(a) – Rural community and/or rural regional economic
development
These consultant(s) may now be contacted by the Province or Local Governments to compete or
enter into Contract(s) for provision of services in the above Service Areas according to
procedures described in the RFQ.
Again, thank you for your interest in this RFQ. We do appreciate the time and effort put into
your response. If you have any questions regarding the evaluation process, please call me at
(250) 953-3435, or contact me via e-mail at nicole.hillary@gov.bc.ca.
Sincerely,
Nicole Hillary
Policy and Program Analyst
Strategic Initiatives Office
Ministry of Community and Rural Development

Ministry of Tourism,
Trade & Investment
Business Services and Olympic
Legacy Branch
Mailing Address:
730-999 Canada Place
Vancouver, BC V6C 3E1
Telephone: 604 775 2100
Facsimile: 604 775 2197
Websites:
www.gov.bc.ca
February 16, 2011
Patrick Marshall
Consulting Economic Developer
Ocean Initiatives British Columbia
Via email: Patrick.Marshall@oceanbc.org
Re: Request for Qualifications No. RFQ TID-11-01-10
Community Partners for BC Business Engagement Programs
Thank you for your response to the above noted Request for Qualifications (RFQ). The Ministry of
Tourism, Trade & Investment has completed its evaluation process and has determined that Ocean
Initiatives British Columbia possesses the qualifications described in the above noted RFQ and
therefore, will be added to the List of Qualified Suppliers.
Respondents are reminded that the RFQ process does not create any commitment on the part of the
Province to enter into a contractual arrangement with any respondent. Instead, the RFQ process is
designed to pre-qualify a group of suppliers who may be contacted on an “as, if and when
requested” basis and may be contacted directly or asked to compete on opportunities.
The Ministry will contact you should an opportunity for relevant services arise. Thank you for your
response and interest in this initiative.
Sincerely,
Ken Veldman
Manager, Business Services & Olympic Legacy
Ministry of Tourism, Trade & Investment

You know what they say about Patrick Nelson Marshall
“ Patrick gets it. Why do the work without
taking the payout?
Short-term gains (i.e. business retention program) are
great, but Patrick looks for the bigger picture and the
long-term potential. He asks the tough questions and
isn’t afraid of taking a position or doing the work needed
to change outcomes. As a result, he will always be ahead of his peers.”
— Eric Canada, Chief Strategist, Blane, Canada Ltd.
Wheaton Illinois USA
ecanada@blanecanada.com
“ Patrick is extremely dedicated and
passionate …
… in his role as Chair of Small Business BC. He goes
above and beyond, is a consummate professional and true
gentleman. He is a keen supporter of those around him and
is always looking out for the needs of others. With his
exceptional business and leadership experience and track
record as a facilitator and problem-solver, any business or
organization would be fortunate to have him as its leader.”
— Cybele Negris, Vice Chair, Board of Directors, Small Business BC, Co-
Founder Webnames.ca Vancouver British Columbia CANADA
cybele@webnames.ca
“ Patrick is taking economic development to
where the people are.
When he writes his book, I wanna write the forward.”
- Don Baxter, President and CEO Mohawk College
Enterprise Corporation, Hamilton Ontario
former Commissioner of Economic Development
Metropolitan Toronto Ontario CANADA
dbaxter@mohawkcollegeenterprise.ca
“ Patrick is a well organized, thoughtful and
respectful person…
… who is highly skilled at coordination of complex and time
sensitive activities. His work as the Head of our mayors
delegation to Norway was superlative. His attention to the
tiniest of details combined with his ability to match needs
and priorities up with the very best fit made this mission one to remember. I
would not hesitate to recommend Patrick for this and many other tasks in the
future.”
— MaryEllen Walling, CEO BC Salmon Farmer’s Association
mwalling@telus.net
“Patrick has certainly proven to be a superb
leader, mentor and coach!
I have had the privilege to serve with Patrick as his
Vice Chair on the board of Small Business BC and
have seen firsthand his passion, drive & commitment in
genuinely making a difference to enhance and grow
Small Business in BC and beyond. I have personally
benefited from his leadership and look forward to
continue working with Patrick at every opportunity.”
— Aly Karmali, former Vice Chair & Director, Small Business British
Columbia, Regional Manager RBC Vancouver British Columbia CANADA
aly.karmali@rbc.com
“ Patrick has a great deal of knowledge in the
area of economic development at strategic and
tactical levels.
He has applied this knowledge successfully in various
endeavors and does a good job of setting objectives and
producing results. Patrick also excels at public
presentations, building results oriented collaborative alliances and forming
meaningful networks. All in all a seasoned professional that delivers.”
— Shelley McDade, Chief Executive Officer, Coastal Community Credit Union,
Chair, Board of Directors, Campbell River Economic Development Corporation
| Rivercorp
smcdade@sunshineccu.net
“ Patrick demonstrated the resourcefulness,
creativity and hard work.
I would highly recommend Patrick for demanding
projects like this, which involve leadership and
coordination of several different organizations who’s
interests are not always aligned. Not only did the
participating companies come to an agreement, they also came away with
very good business results.”
— David Fissel, CEO ASL Environmental Sciences Ltd.
Sidney British Columbia CANADA
dfissel@aslenv.com
“ Patrick is a committed individual who has a
keen knack for identifying opportunities where
others fail to.
He also has a very strong ability to bring disparate interests
and individuals together for common purpose. And on top
of all that, he is always a positive individual and a pleasure
to work with.”
– Byng Giraud, Senior Director, Policy & Communications, Association for
Mineral Exploration British Columbia worked directly with Patrick at OCEAN
Industries BC
byng@imperialmetals.com
www.blueplanet.ca
www.CapitalEDC.com

- 2 -
Message from the
CHAIRMAN OF THE BOARD, PATRICK MARSHALL
With 2011 being declared theYear of the Entrepreneur by Prime Minister Stephen Harper, the significant role that
small business owners play in sustaining our national economy is more prevalent than ever before. British Columbia
is seeping entrepreneurial success and achieving new heights in awareness on a scale never before imagined. On
behalf of the Board of Directors for Small Business BC, we are proud to support the many small business owners in
achieving success.
Over the past year, a new and highly energetic direction for Small Business BC has developed as a result of our driven
Board of Directors and inspired group of employees. Focused on improving product and service offerings, Small
Business BC has grown significantly to further support entrepreneurs in all BC communities. In fact, the sense of
community amongst small business owners is growing in leaps and bounds, the referrals to programs continue to
increase and Small Business BC has developed into an organization that is truly connected to its users. This year, I too
joined the community of small business owners and can now say that the energy I received from Small Business BC
has been a critical element in helping me develop the foundation for success.
On behalf of the Board of Directors, I would like to acknowledge the long term personal and professional
contributions of Ms. Michelle Neilly, Government of Canada appointee, who served this organization since its
inception in 2001. Ms. Neilly provided a calm hand as both the Director General for Western Economic Diversification
in support of the two Assistant Deputy Ministers, and directly, during her time as a member of our board.
We would also like to welcome Ms. Naina Sloan, our latest appointee by the Government of Canada. We are fortunate
that Ms. Sloan is no stranger to our organization and we are pleased that she brings new critical thinking and an
unbiased eye to our board.
In closing, I would like to thank all of the employees at Small Business BC for their continued support, acknowledge
the progress made by Mr. George Hunter, Chief Executive Officer, and the selfless support of my colleagues that have
served on the Board of Directors.
Chairman of the Board of Directors
Canada British Columbia Business Services Centre Society
Chief Governance Officer, Small Business BC
Founder and Economic Developer
Capital SDC Economic Development Company

- 4 -
Paula Cameron
Secretary, Victoria, BC
Assistant Store Manager
of Lululemon Athletica
Geri Collins
Director, Kamloops, BC
Director of Operations
for Community Futures
Development Corporation
of the Central Interior First
Nations
Pino Bacinello
Treasurer, Vancouver, BC
President & Founder of
Sunbelt Business Brokers
Pacific, Pacific Mergers &
Acquisitions
Cheryl Carter
Director, Vancouver, BC
Vice President, Business in
Vancouver Media Group
SMALL BUSINESS BC BOARD OF DIRECTORS
The Small Business BC Board of Directors is comprised of business professionals who volunteer their time and experience
to ensure the organization is achieving its mandate. Members of the board have been recruited from the general public
and small business community from various regions across BC.
Simone Decosse
Director, Victoria, BC
Executive Director,
Small Business Branch at
Ministry of Small Business,
Technology and Economic
Development
Ken Stratford
Director, Victoria, BC
CEO of the Victoria
Business Economic
Development Commission
Principle of Small Business
Victoria
Judy Brooks
Partner, Bravo Lima Oscar;
Co-Founder, Blo Blow
Dry Bar Inc; ProActive
ReSolutions Inc; BodyLogic
Health Management
Sandra Miles
Co-Founder, President and
CEO, Miles Employment
Group Ltd.
Cybele Negris
Vice-Chair, Vancouver, BC
Co-founder and President
of Webnames.ca
Chairman of the Board of
Directors , Vancouver, BC
Founder and Economic
Developer of Capital EDC
Economic Development
Company

- 5 -
2010-2011 HIGHLIGHTS
Small Business BC’s
In an effort to better serve BC’s small business community, Small Business BC strives for excellence in its business services,
educational seminars, events and special initiatives. Ending March 31, 2011, Small Business BC achieved great growth
and improvements in developing ways to better serve business owners in British Columbia.
In 2010-2011, 448 seminars and training programs wereÐÐ
attended by 4120 business owners. A 14% increase in
seminars and a 7% increase in attendees over last fiscal
year.
Video conferencing of seminars are now being offeredÐÐ
through 50 regional sites. Seminars were offered 255 times
through the regional sites to 977 small business owners.
Seminars by video conferencing are proving popular inÐÐ
rural communities. To date, 257 clients have participated
in seminars via video conferencing in the North Coast
development region, 122 in Nechako, and 56 in Northeast.
SBBC excels at client satisfaction as it adds new programsÐÐ
and services in response to the changing needs of small
business owners. Client surveys indicate 93% positive
client feedback on referrals to SBBC and a customer
satisfaction level of 88%.
22 new program offerings were developed to betterÐÐ
serve client demands, including three new BC Online
services: Certificate of Good Standing, Certificate of
Incorporation and Society Search.
Sales of business kits increased by 403%, from 64 inÐÐ
2009-2010 to 322 in 2010-2011
Sales of guided registration services with consultingÐÐ
increased by 119%, from 32 in 2009-2010 to 70 in 2010-
2011
A total of 433,016 clients were served by SBBC inÐÐ
2010-2011, including 27,627 in-person visits and 14,166
consultations by phone. 1500 clients were served through
e-mail.
36,047 clients returned to Small Business BC for servicesÐÐ
in 2010-2011, a 2.4% increase over 2009-2010
SBBC completed 27 outreach events, offering 2691ÐÐ
clients with business information. A total of 19 in-house
tours were conducted with 168 attendees.
Sponsorship revenue increased significantly to a total ofÐÐ
$220,498 (in-kind and cash) over the past fiscal year. SBBC
continues to rely on partnerships to deliver up-to-date
information, products and services.
SBBC hosted the 8th Annual SuccessfulYou AwardsÐÐ
contest, which obtained $207,500 in media ad value
equivalency in the lead up to the ceremony. Coverage
highlights included multiple stories in BC’s most read
newspaper, the Vancouver Sun, as well as on BC’s number
one watched news station, Global BC.
SBBC, as an organization, received an impressive mediaÐÐ
ad value equivalency of $462,884 and a total circulation of
17,061,162 in media mentions in 2010/2011.
The SBBC website remains a popular source forÐÐ
information and resources to help small business owners:
total website visits for the year were 375,987 visits with
1,326,837 page views.
To continue increasing awareness of SBBC information,ÐÐ
tools and resources, a social media strategy was developed
and launched in Q4. SBBC has become active on Facebook,
LinkedIn, Twitter, Flickr andYouTube.
A new series of short, innovative web videos wereÐÐ
unleashed by SBBC onYouTube. The 2-3 minute videos,
called Expert Insights, feature quick business tips from high
profile professionals. Launched in Q4, the videos received
1309 views. The most popular video was Business Plan:
Your Unique Selling Proposition.
SBBC partnered with Kootenay Association for ScienceÐÐ
and Technology to deliver four live webinars on funding
innovation, opportunities for innovation, and SR & ED Tax
Credits. 94 business owners attended.
SBBC provided training to promote a newly developedÐÐ
Media Guide for business owners. 100 guides were
distributed to business service partners and 48 people
took media guide training in 22 locations.

2013 Patrick Marshall Qualifications for Canada Urban Institute

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