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Agenda 05/26/2015 Item #16H2 5/26/2015 16.H.2. EXECUTIVE SUMMARY Recommendation to reappoint a member to the Educational Facilities Authority OBJECTIVE,: To reappoint a member to the Educational Facilities Authority to a five year term expiring on June 12, 2020. CONSIDERATIONS: The Educational Facilities Authority was established on March 23, 1999, by Resolution No. 99-177 pursuant to 243.18 - 243.40 Fla. Stat. (Higher Educational Facilities Authorities Law) to transact any and all business and to exercise any and all powers authorized by the Act for an educational facilities authority. The purpose of this five member authority is to assist private, nonprofit, post secondary institutions for higher education in the construction, financing, and refinancing of projects. One member shall be a trustee, director, officer, or employee of an institution for higher education located in Collier County. Terms are 5 years. A list of the current membership is included in the backup. The term of current member John Agnelli expires on June 12, 2015. The expiring term was advertised and the following application was received: APPLICANT CATEGORY DIST ELECTOR ADV.COMM. John J.Agnelli reappt. Institution of higher education 1 Yes Educational Facilities Authority—vice chair ATTENDANCE: Mr. Agnelli has a near perfect attendance record. RECOMMENDATION,: The attached recommendation from the Authority's Executive Director, Don Pickworth, highly recommends Mr. Agnelli's reappointment for another term, based on his long history of excellent service as a member of the Authority and his qualification as Chairman of the Board of Trustees of Hodges University. FISCAL IMPACT: None. GROWTH MANAGEMENT IMPACT: None. RECOMMENDATION: That the Board of County Commissioners adopts the Recommendation, and directs the County Attorney to prepare a resolution confirming the reappointment. PREPARED BY: Jeffrey A.Klatzkow, County Attorney AGENDA DATE: May 26,2015 Packet Page-981- 5/26/2015 16.H.2. COLLIER COUNTY Board of County Commissioners Item Number: 16.16.H.16.H.2. Item Summary: Recommendation to reappoint a member to the Educational Facilities Authority Meeting Date: 5/26/2015 Prepared By Name: AllenDebbie Title: Legal Office Administrator, CAO Office Administration 5/11/2015 2:49:15 PM Submitted by Title: County Attorney, Name: KlatzkowJeff 5/11/2015 2:49:16 PM Approved By Name: DurhamTim Title: Executive Manager of Corp Business Ops, Date: 5/12/2015 7:58:55 AM Name: IsacksonMark Title: Division Director-Corp Fin &Mgmt Svc, Office of Management&Budget Date: 5/12/2015 8:41:59 AM Name: KlatzkowJeff Title: County Attorney, Date: 5/12/2015 12:43:41 PM Name: CasalanguidaNick Title: Deputy County Manager, County Managers Office Date: 5/12/2015 1:32:29 PM Packet Page-982- 5/26/2015 16.H.2. Collier County Educational Facilities Authority 5100 Tamiami Trail North, Suite 103 Naples,Florida 34103 (239)263-8060 May 11,2015 Wanda Rodriguez, Advisory Board Coordinator Office of the County Attorney 3299 Tamiami Trail East, Suite 800 Naples,FL 34112 Re: Appointment to Gd,;ad.'s„n-1 Fo.er04;es Authority Dear Ms. Rodriguez: The term of John J. Agnelli, a member and vice-chairman of the Educational Facilities Authority will expire on June 12, 2015, and he has applied for re-appointment. There were no other applications for appointment. Mr. Agnelli has served the Authority for many years and the Authority relies heavily on his experience and knowledge. He has a nearly perfect attendance record at meetings of the Authority, and in those instances where he has not been physically present, he has attended by phone. The Educational Facilities Authority furthers the community goal of expanding our economic base by providing a funding vehicle for eligible post-secondary educational institutions such as Ave Maria University and Hodges University. Mr. Agnelli brings a unique perspective to the Authority because he is a member and chairman of the Board of Trustees of Hodges University. Chap243, Part I, Florida Statutes,the general law that charters a county educational facilities authority,recognizes the importance of having an authority member who has such a perspective by requiring that [in providing for the qualifications of members] "one of such members shall be a trustee,director, officer, employee of an institution for higher education...in the county.” The re-appointment of Mr. Agnelli to the Educational Facilities Authority is highly recommended. If you need further information,please give me a call. Very truly yours, Donald A. Pickworth Executive Director and General Counsel Packet Page -983- 5/26/2015 16.H.2. ADVISORY COMMITTEE APPLICANT ROUTING MEMORANDUM FROM: Wanda Rodriguez, Office of the County Attorney DATE: April 13, 2015 APPLICANT: John J. Agnelli 7800 Classics Dr. Naples, FL 34113 APPLYING FOR: Educational Facilities Authority We currently have one term expiring on June 12, 2015 on the above referenced authority. The vacancy was advertised and persons interested in serving on this committee were asked to submit an application for consideration. TO ELECTIONS OFFICE: Attn: Shavontae Dominique Please confirm if the above applicant is a registered voter in Collier County, and in what commissioner district the applicant resides. Registered Voter: yes Commission District: 1 TO STAFF LIAISON: Attn: Don Pickworth The application submitted by Mr. Agnelli is attached for your review. Please let me know, in writing, the recommendation for appointment to the advisory committee. Your recommendation memo should include: The names of all applicants considered for the vacancy or vacancies. The committee's recommendation for appointment or non-appointment. The category or area of qualification the applicant is to be appointed in. If the applicant is a reappointment, please include attendance records for the past two years. TO ADVISORY BOARD COORDINATOR: Attn: Wanda Rodriguez This applicant is not recommended for reappointment. —0R- )( This applicant is recommended for reappointment. A recommendation memo is attached, please prepare an agenda item for the next available BCC agenda. If you have any questions, please call me at 252-8123. Thank you for your attention to this matter. 07/2014 Packet Page-984- 5/26/2015 16.H.2. Advisory Board Application Form Collier County Government 3299 Tamiami Trail East,Suite 800 Naples, FL 34112 (239)252-8400 Application was received on: 4/13/2015 3:15:47 PM. Name: John Joseph Agnelli Home Phone: 1239-774-3726 Home Address: 7800 Classics drive City: 'Naples Zip Code: 34113 Phone Numbers Business: 1239-285-0345 E-Mail Address:lijagnelli@aol.coml Board or Committee: Educational Facilities Authority) !Category: Not indicated Place of Employment: Coast Communities Corporation )How long have you lived in Collier County: more than 15 r eow many months out of the year do you reside in Collier County: I am a year-round r Have you been convicted or found guilty of a criminal offense (any level felony or first degree misdemeanor only)?No Not Indicated Do you or your employer do business with the County?No 'Not Indicated NOTE: All advisory board members must update their profile and notify the Board of County Commissioners in the event that their relationship changes relating to memberships of organizations that may benefit them in the outcome of advisory board recommendations or they enter into contracts with the County. Packet Page -985- 5/26/2015 16.H.2. Would you and/or any organizations with which pmt are affiliated benefit from decisions or recommendations made by this advisory board?IY 1 am Chairman of the Board of Trustees of Hodges University Are you a registered voter in Collier County?Yes Do you currently hold an elected office?[No Do you now serve, or have you ever served on a Collier County board or committee?!Yes Industrial Development Authority Educaitonal Facilites Authority) Please list your community activities and positions held: Chair Board of Trustees Hodges University Former Board member Collier County YMCA Fund raising for PAL Gators Fund Raising for St. Peter the Apostle Church Fund Raising for YMCA Served on Project Graduation Education: iBachelor's degree McMaster University '1 Experience/Background ormer Board Member: Banclflorida Bank, Bancflorida Holding Company, Village Banc of aples. Past President& CEO Lely Development Corporation and Lely Realty Real Estate roker Past President& CEO Intellinet of Naples Packet Page -986- 5/26/2015 16.H.2. Educational Facilities Authority Name Work Phone Appt'd Exp. Date Term Home Phone DateRe-appt 2ndExpDate 2nd Term Ms. Alice Jean Carlson 39)435-3988 09/10/13 03/23/18 4.5 years 2730 Leeward Lane 39) 261-8469 Naples, FL 34103 E-Mail: alicecarlson @ajcassociates.com District: 4 Category: Mr. John Agnelli 775-2230 03/23/99 03/23/00 1 Year 7800 Classics Drive 774-3726 09/14/10 06/12/15 5 Years Naples, FL 34113 E-Mail: jjagnelli @aol.com District: 1 Category:Institution of higher education- Collier Co. Ms. Barbara Minch Rosenberg 389-2771 03/23/99 03/23/03 4 Years 5963 Bermuda Lane 592-6199 06/25/13 04/23/18 5 Years Naples,FL 34119 E-Mail: userbam1017 @aol.com District: 3 Category: Mr. Clay W. Cone 398-9268 04/10/07 03/23/09 2 Years 760 Belair Court 262-8229 06/10/14 03/23/19 5 Years Naples, FL 34103 E-Mail: cone3 @earthlink.net District: 4 Category: Mr. William J. Reagan 39)450-1366 09/10/13 03/23/18 4.5 years 583 Hickory Road 39) 597-3479 Naples, FL 34108 E-Mail: bill.reaganl @gmail.com District: 2 Category: Monday,May 11,2015 Page 1 of 2 e^.\ Packet Page -987- 5/26/2015 16.H.2. Educational Facilities Authority y Name Work Phone Appt'd Exp. Date Term Home Phone DateRe-appt 2ndExpDate 2nd Term The purpose of this five member authority is to assist institutions for higher education in the construction, financing, and refinancing of projects. One member shall be a trustee, director, officer, or employee of an institution for higher education located in Collier County. Terms are 5 years. Established by the BCC on March 23, 1999, Resolution No. 99-177 pursuant to FL STAT 243.18-243.40-(Higher Educational Facilities Authorities Law) to transact any and all business and to exercise any and all powers authorized by the Act for an educational facilities authority. International College requested an EFA to assist with tax-exempt financing of its now administrative/classroom facilities planned for the Northbrook Village PUD. EFA is limited only to financing projects on behalf of private, nonprofit, post secondary educational facilities. FL STAT: 243.18-243.40 Staff: Don Pickworth, Attorney: 263-8060 Monday,May 11,2015 Page 2 of 2 Packet Page -988-