CLB Minutes 08/17/2005 R
August 17, 2005
TRANSCRIPT OF THE MEETING OF THE
CONTRACTOR LICENSING BOARD
Naples, Florida
August 17,2005
LET IT BE REMEMBERED, that the Contractor Licensing Board in
and for the County of Collier, having conducted business herein, met
on this date at 9:00 a.m. in REGULAR SESSION in Building "F" of
the Government Complex, East Naples, Florida, with the following
members present:
CHAIRMAN: Les Dickson (Not present)
David Beswick
Sid Blum
Michael Boyd (N ot present)
Lee Horn
Richard Joslin (Acting Chairman)
Anne Keller
William Lewis
ALSO PRESENT:
Patrick Neale, Attorney for the Board
Michael Ossorio, Licensing Compliance Officer
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AGENDA
COLLIER COUNTY CONTRACTORS' LICENSING BOARD
DATE: August 17,2005
TIME: 9:00 A.M.
W. HARMON TURNER BUILDING
(ADMINISTRATION BUILDING)
COURTHOUSE COMPLEX
ANY PERSON WHO DECIDES TO APPEAL A DECISION OF THIS BOARD WILL NEED A RECORD OF THE
PROCEEDINGS PERTAINING THERETO, AND THEREFORE MAY NEED TO ENSURE THAT A VERBATIM
RECORD OF THE PROCEEDINGS IS MADE, WHICH RECORD INCLUDES THAT TESTIMONY AND
EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED.
I. ROLL CALL
II. ADDITIONS OR DELETIONS:
III. APPROVAL OF AGENDA:
IV. APPROVAL OF MINUTES:
DATE: July 20,2005
V. DISCUSSION:
Reciprocity on grade scores with Broward County.
VI. NEW BUSINESS:
Michael E. Zook - Request to qualify a 2nd entity.
Brian Morse - Review of credit report to reinstate his tile & marble license.
Larry W. Sideri - Review of credit report for a Master Plumber license..
Jesse Sowanick - Request to be granted a county Tile & Marble license based on his New Mexico
Residential contractors license.
VII. OLD BUSINESS:
VIII PUBLIC HEARINGS:
IX. REPORTS:
X. NEXT MEETING DATE:
Wednesday, September 21,2005
August 17, 2005
ACTING CHAIRMAN JOSLIN: Call to order the meeting of
the Collier County Contracting Licensing Board, August 17th.
Any person who decides to appeal a decision of this board will
need a record of the proceedings pertaining thereto and, therefore,
may need to ensure that a verbatim record of the proceedings is made,
which record includes that testimony and evidence upon which the
appeal is to be based.
I'd like to start with roll call to my right.
MR. LEWIS: Mr. Lewis.
MR. BESWICK: David Beswick.
MR. BLUM: Syd Blum.
MS. KELLER: Ann Keller.
ACTING CHAIRMAN JOSLIN: Richard Joslin.
MR. HORN: Lee Horn.
ACTING CHAIRMAN JOSLIN: I'd like to start with the
additions or -- any additions or deletions.
MR. OSSORIO: For the record, Michael Ossorio, Collier
County Contractor Licensing.
There is no deletions or additions, so we're ready to proceed.
ACTING CHAIRMAN JOSLIN: Upon that, I'd like to have
approval of the agenda. Everyone has read it, I assume. I need a
motion to approve the agenda.
MR. BLUM: So moved, Blum.
MR. BESWICK: Second, Beswick.
ACTING CHAIRMAN JOSLIN: All in favor, say aye.
MS. KELLER: Aye.
MR. LEWIS: Aye.
MR. BESWICK: Aye.
MR. BLUM: Aye.
MR. HORN: Aye.
ACTING CHAIRMAN JOSLIN: Aye.
All against?
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August 17, 2005
(No response.)
ACTING CHAIRMAN JOSLIN: We need approval of the
minutes for the July 20th, 2005 meeting.
MR. BESWICK: There are a couple of corrections.
ACTING CHAIRMAN JOSLIN: Okay.
MR. BESWICK: Cover page says we're the Code Enforcement
Board. And on the second page, it has my first name wrong. It's
David, not Mike.
ACTING CHAIRMAN JOSLIN: Caught that one, huh?
I need an approval to approve the agenda as amended.
MR. BLUM: So moved, Blum.
MR. LEWIS: Seconded, Lewis.
ACTING CHAIRMAN JOSLIN: All in favor?
MS. KELLER: Aye.
MR. LEWIS: Aye.
MR. BESWICK: Aye.
MR. BLUM: Aye.
MR. HORN: Aye.
ACTING CHAIRMAN JOSLIN: Aye.
Any nays?
(N 0 response.)
ACTING CHAIRMAN JOSLIN: So moved.
Moving along. We have a discussion of reciprocity of the grades
with Broward County in electrical contracting. What's the pleasure of
the board? Does everyone have this in their pamphlet?
It appears that the Broward County central examining for
electricians met and they considered providing reciprocity to
electricians into our county.
By looking at it, I would say probably this is something that I
don't really think needs a whole lot of discussion. Their testing
requirements are probably just as severe as ours, and their grade
averages are 75 and greater.
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MS. KELLER: Do they take business and law as well?
MR. JOSLIN: I'm quite certain that they do, but don't quote me
on that. Electrical board is pretty -- they're pretty adept in what they
do. I mean, they pretty well test everything that they just about do.
Now, unless Broward has some other --
MR. BLUM: Electric is one of the toughest ones out there.
ACTING CHAIRMAN JOSLIN: Yeah.
MS. KELLER: I guess I'd just like a little more information
about exactly what they test for and how that compares to how we test
before I would make a decision. There isn't really enough information
here about that.
ACTING CHAIRMAN JOSLIN: Okay.
MR. OSSORIO: For the record, Michael Ossorio.
I agree with you, the March 23rd letter, if they really want us to
do reciprocity, I think they should have more -- something in detail.
This letter is ambiguous, at best.
I think that we'll give them a call and we'll get a breakdown of do
they require a master electrician or do they require a journeyman
license first, how many years and what their requirements are.
Testing's one thing, but make sure we're on the same page, as of
the ordinance of2.7, examinations and the approval of exams.
MS. KELLER: I'd also like to know if they waive this for people
or, you know, how frequently they do that.
ACTING CHAIRMAN JOSLIN: If they waive the testing
requirements, you mean?
MS. KELLER: Yeah.
MR. OSSORIO: I think they're still filling out reciprocity. They
still have to fill the application out. I think that's one of the things that
-- no exam will be taken. But the credit report, and I think that
everything else should falls into play.
MR. NEALE: Yeah, should still require a full application.
But I would concur with what the board's suggesting, that
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certainly you should get what their full requirements are for licensure
before you move forward on this.
ACTING CHAIRMAN JOSLIN: Right. In that case, then I
think we'll put it back to staff and see if staff will get a hold of
Broward and, you know, at least put some information together for us
so maybe we can have some kind of decision for this at the next
meeting.
MR. OSSORIO: Correct.
ACTING CHAIRMAN JOSLIN: So I should -- do I need a
motion to table this?
MR. LEWIS: So moved, Lewis.
MR. BLUM: Second, Blum.
ACTING CHAIRMAN JOSLIN: All in favor?
MS. KELLER: Aye.
MR. LEWIS: Aye.
MR. BESWICK: Aye.
MR. BLUM: Aye.
MR. HORN: Aye.
ACTING CHAIRMAN JOSLIN: Aye.
First item of new business is Mr. Michael E. Zook. Would you
please -- are you here?
MR. ZOOK: Yes, sir.
ACTING CHAIRMAN JOSLIN: Would you please come
forward and be sworn in, please.
(Speaker was duly sworn.)
ACTING CHAIRMAN JOSLIN: Mr. Zook, you are applying for
-- would you please give us a little bit of an insight on what you're --
MR. ZOOK: It's a secondary qualification for a plumbing
business. My primary actually is planning on taking his exam here the
next couple of months, and this is the second qualifier.
ACTING CHAIRMAN JOSLIN: What company do you license
now?
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MR. ZOOK: Golden Plumbing.
ACTING CHAIRMAN JOSLIN: How long have you owned
that business?
MR. ZOOK: I don't own it, I'm just a qualifier.
ACTING CHAIRMAN JOSLIN: Qualifying the business.
MR. ZOOK: It's either three or four years, that range.
ACTING CHAIRMAN JOSLIN: Are you involved in the
company now, other than --
MR. ZOOK: Yes. I go out and do supervision. I actually go out
and work on some of the jobs.
MR. BLUM: So how do you get paid? Do you get a percentage
or salary or --
MR. ZOOK: Well, when I work, I take and get -- I get an hourly
rate for the work that I do.
MR. BLUM: So if you don't work, you don't get any money?
What do you get paid as a qualifier?
MR. ZOOK: Not at this point, no. I've not received any
compensation for being the qualifier for the business.
MR. BLUM: And the new one, what's going to happen with the
new one?
MR. ZOOK: Well, I'm going to receive a working percentage of
that business.
MR. BLUM: Is that on here? I didn't see it.
MR. BESWICK: Me neither. I was looking myself.
MR. BLUM: But what would the percentage be on the new
business?
MR. ZOOK: It's less than 10 percent.
MR. BLUM: Less than?
MR. ZOOK: Less than 10, right.
ACTING CHAIRMAN JOSLIN: Correct me if I'm wrong, but I
believe doesn't he has (sic) to be at least 10 percent of ownership in a
corporation to qualify?
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MR. ZOOK: Correct. Well, you can be an officer but not
necessarily a director. Director of stockholders.
MR.OSSORIO: You have to show 10 percent ownership only
when you exempt yourself from the company.
MR. NEALE: Right.
MR. OSSORIO: If he carries work on himself, then he doesn't
need the workers' comp insurance or the exemption.
ACTING CHAIRMAN JOSLIN: Any other questions from the
board?
(N 0 response.)
MR. HORN: Does staff have any ongoing complaints against
this license holder?
MR. OSSORIO: Not at this time.
MR. BLUM: Do we have any standards for credit scores that we
look for, Mr. Chairman?
MR. NEALE: There's no specific standard on credit scores. It
just is pursuant to the Florida Administrative Code, which is adopted
in our ordinance, which is that he has to show financial responsibility
that would not endanger the public, basically is the standard.
MR. BLUM: I'm looking at this Donahue and Ms. Baron and I
see serious delinquencies.
MR. ZOOK: Baron?
MR. BLUM: Baron, excuse me.
MR. ZOOK: Oh, that's the maiden name.
MR. BLUM: Excuse me?
MR. ZOOK: That's her maiden name, Baron, I think. But that
was from some years back.
MR. BLUM: Okay. This is not a recent report?
MR. ZOOK: Well, it's recent, sure, but I think it's ongoing. I
think if you look in back, you'll find the more current.
And she can't be too off the bat, because she just got a mortgage
approval for a condo, so -- and they had a lot of things that they had
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paid up.
I'm like you, I don't know how to read those things either, so --
MR. BLUM: Well, I'm not an expert, but I've read a few in my
time.
I guess I'll be the first one to say what I think. These scores don't
look all that terrific to me. I'm uncomfortable with this gentleman not
having more of an ownership stake and responsibility in this new
corporation. I have some reservation.
ACTING CHAIRMAN JOSLIN: I have to agree. There's a lot of
derogatory items in here. And again, not being part of the actual
company or the corporation yourself, you're putting yourself in a real
chance to maybe lose your license.
MR. ZOO K: But I'm going to have a working relationship,
gentlemen and ladies.
MR. BLUM: It's not on the application.
MS. KELLER: It says none. Under what percentage of
ownership do you have under the present business that you're
applying.
MR. ZOOK: I'll look. That could be a typo, too.
MS. KELLER: And what percentage ownership will you have in
the business you're attempting to qualify and it says none.
MR. ZOOK: Because we -- I had talked about a five percent and
then I get income from the business on a weekly basis.
MR. BLUM: Maybe you can clarify this, Mr. Chairman, for this
gentleman?
ACTING CHAIRMAN JOSLIN: Well, I don't think clarification
needs to be done. I just don't think the gentleman has got enough
initiative inside this business for us to warrant granting another
business.
MR. ZOOK: I'm sorry?
ACTING CHAIRMAN JOSLIN: I say I don't really think that
you have enough input into the first business for us to grant you a
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second business. Getting paid by the week or by the job, as someone
as a license holder in my opinion is not a correct way to run a
business. Now, that's just an opinion.
And then with the derogatory items that we have in the actual
owner's name, I'm a little --
JUDGE TRETTIS: Excuse me, I'm representing --
MR. OSSORIO: Sir, point of order, we need you sworn in.
JUDGE TRETTIS: Yeah. I'm an attorney. Attorney Tom
Trettis, Judge Trettis. Yes, I swear to tell the truth.
This is very new to me. What are you basing your opinion, Mr.
Joslin?
ACTING CHAIRMAN JOSLIN: Basing it on the credit report
that we have for the Donahue --
JUDGE TRETTIS: Is there an ordinance or is there a law that
you're basing it on?
ACTING CHAIRMAN JOSLIN: No, not the ordinance,
actually, but what it is, it's up to the pleasure of the board, if we look
at a license holder who is licensing now who is qualifying the
company, and that company has already derogatory items on their
credit report, then we would have a little bit of reserve the right to --
JUDGE TRETTIS: I'm sorry, derogatory items on which?
ACTING CHAIRMAN JOSLIN: On the credit report for Baron.
JUDGE TRETTIS: For the proposed? For the proposed
company?
ACTING CHAIRMAN JOSLIN: Yeah. And the old company.
JUDGE TRETTIS : Well, those are personal items. Are there
some standards -- Pat, are there some standards?
MR. NEALE: Yes. If I can just point out to Judge Trettis and
the board, the standard is pursuant to Rule 61.G4-15.006 of the Florida
Administrative Code, which is incorporated by reference in the Collier
County ordinance. And that's the respons -- financial responsibility
grounds for denial.
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And the grounds on which the board shall refuse to qualify an
applicant include the existence within the past five years preceding the
application, unsatisfied court judgment rendered against the applicant,
which would be Mr. Zook, based upon the failure of the applicant to
pay its just obligations to parties with whom the applicant conducted
business as a contractor, an unfavorable credit report or history, as
indicated by any of the documents submitted, a determination by the
board that the applicant lacks the financial stability necessary to
ensure compliance with the standards set forth. As guidelines for the
determination of financial stability, the board shall consider the
applicant's responses to the questions in the application and the
financial-- applicant's financial statements submitted pursuant to this
rule. So--
JUDGE TRETTIS: Excuse me, is there --
MR. ZOOK: No, there's no judgments against --
JUDGE TRETTIS: There's no judgment against Mr. Zook. He's
been in the business for years. He is a licensed plumber.
MS. KELLER: Do we have a credit report for you, Mr. Zook?
MR. ZOOK: Probably from three years ago or more.
MS. KELLER: Okay, well, we need a more recent one for your
application.
MR. ZOOK: I wasn't required to submit one because of my
ownership.
MS. KELLER: Well, see, that's where we run into--
MR. ZOOK: That's the way it's written in the application.
MS. KELLER: Our problem.
JUDGE TRETTIS: It's written that way in the application.
MR. BLUM: Here's the thing. The two ladies are both well
below 600. The two ladies past history --
MR. ZOOK: The two ladies are one in the same.
MR. BLUM: Oh, okay.
JUDGE TRETTIS: Yeah, he said that her maiden name was
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Baron.
MR. BLUM: I show two different names with two different
scores for two different situations, so excuse me.
MR. ZOOK: But I think there's a date problem. If you look at
the dates, like I say, they just qualified and bought a condo.
MR. BLUM: I understand. But that's really a -- you can get
condos and you can get property and it's--
JUDGE TRETTIS: Well, what bothers me, though, Syd, is it
would appear that the standards you're relying on, just well, it doesn't
look good to me, well, it's sort of an emotional type response or
judgment. And I think what Mr. Zook is saying, if the woman can go
to a federally insured bank or mortgage company and get a mortgage,
that's --
MR. BESWICK: But the whole thing is, the county wants us to
look at these things and make a judgment on them.
ACTING CHAIRMAN JOSLIN: That's correct.
JUDGE TRETTIS: On what standards? She's proven that she
has --
MS. KELLER: Well, first of all --
ACTING CHAIRMAN JOSLIN: -- a good credit rating;
otherwise, she never would have gotten this big mortgage.
MS. KELLER: There are requirements for ownership, for
qualifying a company. And he basically takes financial responsibility
for that company when we allow him to qualify the company. So
without his financial statements and having a shaky ownership in the
other one, we feel uncomfortable.
JUDGE TRETTIS: Shaky ownership?
MR. NEALE: I think --
JUDGE TRETTIS: It's a thriving business.
MR. NEALE: The issue that I would propose to the board -- and
I see is an issue with the application -- is pursuant to the ordinance, the
credit report that's required for the qualification is -- and I'll read
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directly from the ordinance. If the business organization has been in
existence for more than one year, it's a credit report on the business.
That is, it would be a credit report or Donahue Plumbing, the second
entity he's seeking to qualify. Since it has not been in existence for
more than one year, then a credit report on every business
organization in which the applicant or qualifier was an agent is
required, which they did submit a credit report for Golden Plumbing.
And if neither of the above is applicable, a personal credit report on
the applicant or qualifier is required.
Looking at the -- this, there really -- I don't want to say anything
about staff, but there really is no purpose in Ms. Donahue's credit
report being in here. Because Ms. Donahue is not the qualifier, nor is
she applying to qualify the business. If the business has been in
business for less than one year, the only applicable credit report that
should be evaluated is that of Mr. Zook's.
MR. ZOO K: Yeah. Of course I'm not required to have one,
based on the application.
MR. NEALE: Yeah, theoretically because he has submitted the
credit report for the business organization in which he is currently
qualifying, that is, Golden Plumbing.
MR. BLUM: But he doesn't have any part of it.
MR. NEALE: Well, he's still the qualifier.
MR. ZOOK: It doesn't matter if I own part of the business or not.
MR. NEALE: The requirement is that he is legally--
MR. ZOOK: Bound.
MR. NEALE: -- bound as the qualifier to act for the business.
And at times in the past the board has reviewed applications
where, you know, the qualifier was a qualifier for U.S. Homes, for
example. Well, you wouldn't look at the qualifier's application if he's
qualifying U.S. Homes.
MR. BLUM: Right.
MR. NEALE: So the application has, for lack of a better term,
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extraneous information that is not really relevant to the application,
which is Ms. Donahue/Baron's credit report. The only credit report
that really applies pursuant to the ordinance is the credit report on
Golden Plumbing, his previous -- which I believe is in there.
MR. ZOOK: Yeah, it's in there.
ACTING CHAIRMAN JOSLIN: Yeah, the credit report that we
have in front of us that I've tooken (sic) a look at here real quick is not
the greatest either, according to Experian. Which if the board would
care to look at the bottom section of it, the historical payment guide.
Also the payment trend indication, which a notation was made that the
payments are increasingly late.
MS. KELLER: Seventy-two days later than invoice.
MR. NEALE: Yeah, that's--
ACTING CHAIRMAN JOSLIN: And it's saying they're
increasingly late, which means they're going --
MR. ZOOK: Is this under Baron or is it under Don Donahue?
ACTING CHAIRMAN JOSLIN: This is under Golden
Plumbing.
MR. ZOOK: Golden Plumbing?
ACTING CHAIRMAN JOSLIN: Yes.
MR. ZOOK: I -- you have me at a disadvantage, because I
haven't seen that. Could I get a copy of that so I can take a look at it?
MR. LEWIS: You didn't put this in the application?
MR. ZOOK: No, it was faxed directly in to Maggie.
ACTING CHAIRMAN JOSLIN: We'd be more than happy to
forward --
MR. BLUM: Business is paying on average 72 days later than
invoice due date and prediction for '05 is that it'd be 68 days late, so --
ACTING CHAIRMAN JOSLIN: Also, the business also has
another credit letter that says he has a good-standing cash account,
which means there are no account -- there is no credit there at all.
MR. ZOOK: That's the new business, not Golden Plumbing. It's
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cash accounts, they've just been opened.
ACTING CHAIRMAN JOSLIN: I'm sorry, Donahue Plumbing,
you're correct. That is right. Golden Plumbing is the one I'm really
looking at, though.
MR. BLUM: Payment trend indication: Payments are
increasingly late.
MS. KELLER: Can you just tell us again what the purpose of
setting up the other company is?
MR. ZOOK: I'm sorry?
MS. KELLER: What is the purpose of setting up the other
company, and what is the magnitude of these companies? How many
employees are in Golden Plumbing and how many are expected --
MR. ZOOK: Well, there's only one employee in Golden
Plumbing. And Donahue Plumbing is going to be a service entity, just
like Golden Plumbing is. And basically a one or two-man operation.
MR. BLUM: So you're going to be the qualifier, but you're
going to do a certain amount of service yourself?
MR. ZOOK: Oh, yeah, yeah. I do service with Golden now.
MR. BLUM: Patricia is going to be the secretary and she's going
to like run the --
MR. ZOOK: She's the owner and she is a female entity and a
minority .
MR. BLUM: But she's not going to work in the business?
MR. ZOOK: Well, she'll be running the business, yeah.
MR. BLUM: Then no other employees besides you and her?
MR. ZOOK: Well, no, her husband will be doing service also.
JUDGE TRETTIS: And he's licensed, right?
MR. ZOOK: He has the Rotor Rooter county license.
MR. BLUM: And then Golden, who owns Golden?
MR. ZOOK: Tim Burkett and his wife, Ramona.
MR. BLUM: They're the only two people involved --
MR. ZOOK: Right.
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MR. BLUM: -- in it besides you, who is the qualifier?
MR. ZOOK: Right.
MR. BLUM: Tim is going to get his own license, is that it?
MR. ZOOK: Right.
MR. BLUM: So you'll effectively be out of a job, so you're
looking at --
MR. ZOOK: Yes, exactly.
They don't do any heating and air conditioning, so I don't
understand that.
JUDGE TRETTIS: If I could testify outside my role as an
attorney and Marine Corps buddy here. I've used Mr. Zook for many
years, and Tim Burkett, too. And he supervises him. I use him for
many jobs in my home and recommend him to friends.
ACTING CHAIRMAN JOSLIN: Any other comments from the
board?
MR. LEWIS: Yeah--
JUDGE TRETTIS: Excuse me. If I could make one more
remark, Richard?
ACTING CHAIRMAN JOSLIN: Sure.
JUDGE TRETTIS: If it please the board, if the fact that some
payments are late, I would instruct Mr. Zook to get that taken care of.
If that's going to put his license or this work in jeopardy, I would just
say -- if that's one of the standards we use here, that they can never be
late in paying some of the bills, then I think that to admonish him and
to set out a warning in effect to get these payments faster I think
would do the trick. Thank you very much.
MR. BLUM: Well, he's not going to be involved in Golden
anymore, so that will be kind of academic.
MR. ZOOK: Yeah, after he gets his license.
MR. BLUM: The barn's burnt down now.
MR. LEWIS: Mr. Vice-chairman, I think the first thing we need
to do in consideration -- and if Randy can help me along here
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according to the ordinances in effect, I think Mr. Zook needs to
reapply for the application with his proper credit application on
himself, and there needs to be a statement of financial responsibility
for the new company, Donahue Plumbing. And financial responsible
officer either needs to be him or someone who is financially
responsible, and we also need credit reports on him before --
JUDGE TRETTIS: Excuse me, William, but I don't think -- the
application I don't think requires that.
MR. LEWIS: It does, sir.
Randy, can you help --
MR. BLUM: Mr. Neale just spelled it out.
MR. LEWIS: -- under financial responsibility?
MR. NEALE: Well, it does. There is -- and under Collier
County law, there is no provision for a financially responsible officer.
And Mr. Zook has submitted the appropriate resolution of
authorization that he will be legally empowered to enact for Donahue
Plumbing in all matters connected with his contracting business. So
that is in there.
And he also states that he has full authority and that he is
accountable for all activities involving his license. There's a signed
and notarized affidavit in to both of those issues.
So he has accepted financial responsibility pursuant to the
application in here. And he is -- and Mr. Treddis is correct that he is
not required by our ordinance to submit a credit application.
MR. LEWIS: A credit application on a new company is not
required?
MR. ZOOK: Not from the qualifier with less than 10 percent of
ownership.
MS. KELLER: But I think what he's saying is that your chance
of qualifying the company would be better if you were to submit your
own financial information, because the previous company is not in
great standing with its creditors, paying late.
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MR. NEALE: The credit report that the board has in front of it
that it's required to consider for this matter is the one on Golden
Plumbing. And the standards set out under the Florida rule is that --
and this is the standard that the board must judge this on -- is financial
responsibility is the ability to safeguard the public will not sustain
economic loss resulting from the contractor's inability to pay his
lawful contractual obligations.
So that's the standard the board has to judge this application on.
JUDGE TRETTIS: If I may, the bills have been paid, the debts
have been paid. Granted, some were paid late. I mean, he hasn't been
sued. I mean, we haven't had any judgments against him. No
judgments.
MR. ZOOK: That's right. And all contractors get--
ACTING CHAIRMAN JOSLIN: That's good.
MR. ZOOK: -- behind once in a while.
ACTING CHAIRMAN JOSLIN: That's good.
JUDGE TRETTIS: Well, sure it's good.
ACTING CHAIRMAN JOSLIN: I mean, I understand, Mr.
Treddis, your situation, and I can understand that he's a personal friend
of yours.
Just trust this, the board has to take a close look at everything that
we try to do here.
JUDGE TRETTIS: Well, I think--
ACTING CHAIRMAN JOSLIN: And again to protect the--
JUDGE TRETTIS: Well, we don't have a--
ACTING CHAIRMAN JOSLIN: -- companies in Collier
County. After two years -- you've been in business since 2002; is that
correct?
MR. ZOOK: I'm not sure if it's 2002 or -- yeah, 2002 I guess it
IS, yes.
ACTING CHAIRMAN JOSLIN: And this is 2005, and already
we have some derogatory things against the Golden Plumbing. Not
Page 1 7
August 17, 2005
saying --
MR. ZOOK: You have some late payments. This is not
derogatory. There again, if you don't get paid from your people, it's
difficult to pay the bills on -- none of you are contractors, you
wouldn't understand, believe me.
ACTING CHAIRMAN JOSLIN: I understand that, Mr. Zook.
MR. BLUM: We are all --
ACTING CHAIRMAN JOSLIN: We're all contractors.
MS. KELLER: I'm not.
JUDGE TRETTIS: Any plumbing contractors?
ACTING CHAIRMAN JOSLIN: I'm a swimming pool
contractor. Have been a contractor in Collier County for 27 years, so
I've been here a long time. So we are all familiar with what you're
doing and what's going on.
And again, this is only my opinion, I'm the chairman of the day
so I can't make a motion. So stating your case and stating the
information to us as best you can is what you have to do.
Other than that, that's all. I guess we need something in a motion
or are we -- we can move on.
MR. BLUM: I'd like -- I don't see anything other than negatives
in what I see here. I don't see any ray of light. I know it's not required
for Mr. Zook, but let's just say for example he did have a glowing
wonderful credit report of his own. That would be a nice thing to see,
that's all.
I know it's not required, and I'm not basing my judgment on it,
but everything else here, there's nothing that really stands out to say
yes, this is going to be a good thing. There's a lot of --
JUDGE TRETTIS: It's a purely emotional thing then, right?
MR. BLUM: No, it's not. Payment indication: Payments are
increasingly late. Increasingly late. They're already at 72 days. That
doesn't speak well for Golden, okay? Patricia scores 580. Okay, she
got a mortgage. But you can get a mortgage almost -- in today's
Page 18
August 17, 2005
climate, that really doesn't prove you're a great person for credit just
because you got a mortgage, it really doesn't.
MR. NEALE: And if I may, just for the benefit of everyone
here, under the Florida rule, which is, as previously noted,
incorporated in the ordinance, the financial responsibility grounds on
which the board shall refuse to qualify -- it's not an option -- is number
(sic) C, and that is an unfavorable credit report or history as indicated
by any of the documents submitted.
So if the board deems that it is an unfavorable credit report, based
on the required documents, which is the Golden Plumbing, the board
is -- mandatorily says shall refuse to qualify an applicant. If the
applicant can prove by other means that they're financially
responsible, then the board can --
MR. BLUM: If Mr. Zook had a great credit report, if he owned
30 percent of this business, something that made us feel better that
him looking as a great guy would take over and be able to handle
things. Because he's the responsible party.
JUDGE TRETTIS: Number one, Golden Gate (sic), it's already
licensed. He has a state license and a county license. Okay, if it -- to
get this over with, if it would please this board, he's willing to take a
20 percent stated --
MR. ZOOK: And then I would have to --
JUDGE TRETTIS: -- publicly stated ownership --
THE COURT REPORTER: Excuse me, one at a time, please.
JUDGE TRETTIS: He's willing to take a 20 percent ownership
in the company.
MR. BLUM: I personally would like to see that.
MR. ZOOK: Then I have to submit my credit application.
Which is fine, if that's what it's going to take.
MR. BLUM: I'm speaking for me now, not for the board.
MR. ZOOK: But there's no guarantee they're going to approve
me.
Page 19
August 17, 2005
ACTING CHAIRMAN JOSLIN: I can only tell you that if we
had that information before us and it was good, and you did have the
20 percent, it would be in your favor, and I probably would, along
with the rest of the members of the board, be more inclined to say yes.
JUDGE TRETTIS: But it seems like you're basing what I think
is going to be your decision on the credit report, which is --
MR. ZOOK: A score, yeah.
JUDGE TRETTIS: -- a score for someone who you're not -- we
didn't have to submit a credit report on.
MR. BLUM: Based on what we see here --
ACTING CHAIRMAN JOSLIN: Right.
MR. BLUM: -- it's not good.
ACTING CHAIRMAN JOSLIN: As it stands still--
MR. BLUM: We feel good about this man, okay? We feel good
about you and your opinion of him. That weighs a lot for me. But
nothing else that we see on paper does look good. He's the only
person that has a favorable impression, personally.
JUDGE TRETTIS: Because there's some late payments for some
supplies from Golden; is that what you're --
MR. BLUM: A two-year-old business that's 72 days late
consistently and getting worse for Golden, and he's been qualifying it
with no ownership stake. Which means he'd be totally liable, yet he's
got nothing out of it. Now he's going to do the same thing with a new
company with no ownership stake with people that have low scores.
Really, I don't think we're being too hard here. And if that's what
-- it shows an intent, it shows a trend. And we'd like to see a trend that
was more positive.
JUDGE TRETTIS: I think you're wrong in that decision, but that
MR. BLUM: We haven't made a decision.
JUDGE TRETTIS: I can see a train running down the track, so--
MR. BLUM: We haven't made a decision. I'm just speaking for
Page 20
August 17, 2005
me personally.
JUDGE TRETTIS: I've been in the business in this town for 38
years, and I think I see a train coming down the track. I think I can
hear it.
ACTING CHAIRMAN JOSLIN: Well, believe me, that's not -- I
don't think that's the case. We look at every case individually --
JUDGE TRETTIS: I'm a betting man. I like to bet, Richard.
MS. KELLER: Yeah, but I think there is a way that you maybe
could qualify a new company and just separating yourself --
JUDGE TRETTIS: Well, I appreciate your concern.
MS. KELLER: -- from Golden --
MR. BLUM: We'd like to see this happen.
MS. KELLER: -- and try and qualify as a new company with
new owners that -- you know, you don't -- it doesn't have to be the
end. It's not a train wreck, it just needs to be repositioned, maybe.
MR. LEWIS: If it please the board, I'd like to make a motion.
MR. NEALE: What I would -- if I may, Mr. Lewis, if the
applicant wishes to withdraw his application and resubmit, as opposed
to having the motion on the record, I would suggest that the board give
him that opportunity.
JUDGE TRETTIS: Yeah, we'll make that motion, or make that
request. Thank you, Pat.
MR. LEWIS: Okay, they're making a request to withdraw?
ACTING CHAIRMAN JOSLIN: There's been a request to
withdraw the application.
JUDGE TRETTIS: At this time. Thanks, gentlemen, ladies.
ACTING CHAIRMAN JOSLIN: Moving right along.
Mr. Brian Morse, are you here?
(N 0 response.)
ACTING CHAIRMAN JOSLIN: Not here.
Larry W. Sideri.
MR. SIDERI: Yes, sir.
Page 21
-_."-_¥..,-,.....'''...,~.._-_.-
August 17, 2005
ACTING CHAIRMAN JOSLIN: You're here. Would you please
come up to be sworn in, please.
(Speakers were duly sworn.)
ACTING CHAIRMAN JOSLIN: Mr. Sideri, would you please
kind of give us an overview of why you're here today.
MR. SIDERI: Yes. I'm the person qualifying for the license.
Boston Quality Plumbing, Incorporated. This is Lynn Bertrand.
MS. BERTRAND: I'm the owner.
MR. SIDERI: The president, the owner.
MS. BERTRAND: He's my fiancee. He's going to be the
qualifying agent.
MR. BESWICK: Congratulations.
MR. SIDERI: Thank you.
ACTING CHAIRMAN JOSLIN: And could you give us a little
insight on what the purpose of the second entity is going to be?
MS. BERTRAND: Well, there isn't a second, there's only
Boston Qualify Plumbing, Inc. It's going to be service work,
residential service.
ACTING CHAIRMAN JOSLIN: Oh, I'm very sorry. I read the
wrong report.
MS. BERTRAND: I guess the reason we're here, because Larry
has an IRS judgment on his credit report, which has been -- we've
gone through the channels with our accountant and it's presently in a
non-collect status. And once he starts working, it's going to be
addressed.
MR. BLUM: Well, he had a Chapter Seven that's been filed.
Was there a Chapter Seven?
MR. SIDERI: No.
MS. BERTRAND: No.
MR. BLUM: No?
MS. KELLER: That's a lien.
MR. BLUM: Oh, it was a discharge.
Page 22
August 17, 2005
MR. BESWICK: Yeah, it says discharge.
MS. BERTRAND: He has an investment account from the MFS.
I think you should have a copy of that in there, which -- if I can find
it. But anyways, that IRS is going to be addressed in October. That's
been put on a non-collect status. And this is a new company. I'm the
owner and I have 90 percent, Larry has 10 percent. And we'll be
drawing a salary.
And this is one of his investment funds in the Plumbers and
Pipefitters. I don't know if you have a copy. I'll show you, bring it up
to you.
ACTING CHAIRMAN JOSLIN: We have to put this into
evidence. That's available to him at the end of September.
MR. BLUM: Oh, I see, so --
MS. BERTRAND: It's an IRA, which the Local won't allow him
to touch.
MR. BLUM: So he'll be able to pay off his $12,000 lien?
MS. BERTRAND: That's exactly what he -- yeah, that's what
we're going to do.
MR. BLUM: Is this a personal lien or a business lien? How did
this all come about?
MS. BERTRAND: That was a result of his divorce, and his
ex-wife is responsible for half of that IRS bill, which apparently she's
choosing --
MR. BLUM: So these were personal taxes that weren't paid?
MS. BERTRAND: Personal taxes.
MR. BLUM: Okay.
MR. SIDERI: Excuse me, I was just curious. The last
application that I filled out, you don't have a copy of that? Which I
thought would be, you know, a standard thing.
MR. BLUM: Yeah, but we like to hear from you, too.
MR. SIDERI: No, no, but I was just curious. You should have
the MFS report and --
Page 23
August 17, 2005
MR. BLUM: Yeah.
MR. SIDERI: -- all the vital -- I was just curious about that.
Thank you.
ACTING CHAIRMAN JOSLIN: There's another item in here
that I'm looking at, a foreclosure proceeding starting from Washington
Mutual, 2004. Could you elaborate on that just a little bit?
MR. SIDERI: That's when I was in the Union. I'm employed for
almost two years and trying to make things work on a new home that I
had built at that time and with my now ex-wife, and just had some late
payments. The foreclosing -- the foreclosure was not in effect. As
you can see, it was already taken care of. But we had to put it on the
report. You know, one of those -- one of those things.
ACTING CHAIRMAN JOSLIN: This is where it was
transferred to Corinthian, is that the case?
MR. SIDERI: Yes.
MS. BERTRAND: And it was paid. He sold the house and --
MR. SIDERI: And it was paid.
ACTING CHAIRMAN JOSLIN: Again, just kind of picking
your brain here a second.
MR. BLUM: These aren't the easiest things to read sometimes.
MR. SIDERI: I understand.
MR. BLUM: And then there's a new mortgage for 202,000 with
GMAC. That's a different house you purchased?
MR. SIDERI: No. New mortgage?
MR. BLUM: Well, I assume it's a mortgage for 202,000. It's
current. I'm just -- I mean, it's really none of my business actually to
ask you that.
MS. BERTRAND: There is no mortgage.
MR. SIDERI: No, there is no mortgage. I don't know how
you're reading that.
MS. BERTRAND: That was sold and paid.
MR. SIDERI: Yes, that was --
Page 24
August 17, 2005
MR. NEALE: Yeah, that's paid off.
MR. BLUM: That was paid off? Yes. Oh, okay, I see.
So are we getting asked to let him qualify a business in lieu of the
tax lien; is that it?
ACTING CHAIRMAN JOSLIN: Yes.
MR. BESWICK: He wants us to reinstate his license.
MR. BLUM: Oh, to reinstate his license?
MR. NEALE: No, this one is --
MS. BERTRAND: No, it's a new one.
MR. NEALE: -- a new application. This is Mr. Sideri, not Mr.
Morse. This is a new application.
MR. BESWICK: Wrong one.
MR. BLUM: You got this guy.
ACTING CHAIRMAN JOSLIN: I'd ask Mr. Neale, on this IRS
tax lien, we haven't had one of these in forever. Is this basically
saying that as long as he pays on this amount of money that he owes
in a reasonable fashion that -- he's made an agreement with IRS -- then
this problem goes away?
MR. NEALE: The real-- you know, the test, as we were
discussing with the previous applicant, remains the same. It's the
board's discretion and determination to see if this gentleman has the
adequate financial responsibility to be able to pay his contracting
debts that he would incur as a contractor in a timely fashion,
regardless of whatever the circumstances are.
So, you know, that's one of the things the board needs to look at
is previous judgments. This is -- it's not an automatic disqualifier, but
it does fall under the unfavorable credit report or history. So the board
would have to make a determination as to whether that lien would
disqualify .
MR. BLUM: Is Mr. Sideri going to own any part of this new
business?
MS. BERTRAND: Yes, he has 10 percent. I assigned 10
Page 25
August 17, 2005
percent of the stock to him and I hold 90.
MS. KELLER: Is this company currently operating?
MS. BERTRAND: No, because he hasn't -- this is going to be
brand new, and we were waiting for him to get his license to start.
This will be a brand new company.
MR. BLUM: Mrs. Bertrand, her score was like 640 or
something, if I read this right?
MS. BERTRAND: Right.
MR. NEALE: If I may, one of the tests, pursuant to the rule, as
stated before, is found in the previous rule, 61.G.4-15.005, which are
financial responsibility questions.
One of the questions asked under that rule is are there now any
liens of record by the IRS or the State of Florida corporate tax division
against any person named or any organization in which such person
was a responsibility, as defined in the paragraph. They answered no
to that. That's one of the guidelines the board shall consider. It is not
automatically disqualifying, but it's a guideline to be considered.
MR. BLUM: But the intent is this 44,000, you're going to take
12 --
MS. BERTRAND: Exactly.
MR. BLUM: You'll have access in that in October?
MS. BERTRAND: Yeah. You have to notify the Local a month
in advance of your retirement, and then a year later the monies are to
be released, which will be in September. End of September, we can
notify -- Larry can notify his Local, and they will -- MFS will release
the funds.
MR. BLUM: That's this September?
MR. SIDERI: Yes.
MS. BERTRAND: Exactly.
MR. NEALE: Point that I may want to bring up to the board is
the board can grant a license with restrictions in that the board could
grant this gentleman a license, subject to him providing proof within a
Page 26
August 17, 2005
period of time that this lien is satisfied. If he doesn't provide the proof
within that period of time, the license will become void. If he does
provide the proof within that period of time, then the license would
become an unqualified license.
MR. BLUM: That works for me.
ACTING CHAIRMAN JOSLIN: Great input.
MR. LEWIS: Yeah, I like that.
MR. SIDERI: If I could just add one thing about my character, if
it's called for, or if it helps out this issue, is that I have an Associate's
in science and criminal justice. I, you know, wanted to be a police
officer, because I like people, dealing with people.
Primary reason for Florida license contractor is to protect the
health, safety and welfare of the people and that's the way I am. Just a
regular person, you know, trying to make a comfortable living for
Lynn and I, and I love dealing with people. Treat them fairly and
hope that same of me.
MR. BESWICK: Laudable.
MR. BLUM: Have you had much experience in doing plumbing
yourself?
MR. SIDERI: Yes, 23 years. As a Union plumber, pipefitter,
welder.
ACTING CHAIRMAN JOSLIN: Whereabouts? What state?
MR. SIDERI: Massachusetts.
ACTING CHAIRMAN JOSLIN: Massachusetts. I was going to
say New York City, but I thought I'd better--
MR. SIDERI: From nuclear power plants to Digital,
Hewlett-Packard.
MS. BERTRAND: Medical Gas.
MR. SIDERI: Medical Gas, Certified. And Raytheon.
MR. NEALE: Actually, it appears from documents submitted
that he actually has a current license in the Commonwealth of
Massachusetts.
Page 27
August 17, 2005
MR. BLUM: Mr. Lewis, would you like to draft a proposal
here? Since you do that so well.
ACTING CHAIRMAN JOSLIN: Anyone have a motion they
want to put on the floor?
MR. LEWIS: If the board's ready for a motion.
MS. KELLER: We're ready.
MR. LEWIS: If it please the board, I so move that the request for
Boston Quality Plumbing, Incorporated be approved with a stipulation
that the tax lien that's shown now be paid off and 100 percent within
six months of the issue date of this license.
Randy (sic), can you help me, what's the proper wording for this
license? A license with an exemption, or--
MR. NEALE: It would be a license with restrictions.
MR. LEWIS: License with restriction for six months. That the
text lien be paid off within that six-month period or the license would
become null and void.
ACTING CHAIRMAN JOSLIN: We have a motion on the floor.
MR. BLUM: I'll second that. Blum.
ACTING CHAIRMAN JOSLIN: All in favor?
MS. KELLER: Aye.
MR. LEWIS: Aye.
ACTING CHAIRMAN JOSLIN: Aye.
MR. BESWICK: Aye.
MR. BLUM: Aye.
MR. HORN: Aye.
ACTING CHAIRMAN JOSLIN: Any opposed?
(No response.)
ACTING CHAIRMAN JOSLIN: Okay, looks like it's granted.
MS. BERTRAND: Thank you.
ACTING CHAIRMAN JOSLIN: You have six months.
MR. SIDERI: Thank you. Appreciate it.
MR. LEWIS: Mr. Vice-chairman, are they certain -- are we
Page 28
August 17, 2005
certain they understand the restriction on the license?
MR. SIDERI: Yes.
ACTING CHAIRMAN JOSLIN: You do understand the tax lien
must be paid off within six months or the license becomes void?
MS. KELLER: And how do we know that that's done? Do they
come back before us or --
ACTING CHAIRMAN JOSLIN: Staffprobably knows.
MR. BLUM: Mr. Ossorio's going to let us know.
MR.OSSORIO: We'll put a red flag on his license. And so
within that six months it will come up that he needs to provide us with
information to make it current and possible again. That's all.
MS. BERTRAND: We could bring--
ACTING CHAIRMAN JOSLIN: If anything should happen
before then, say that you -- something happens and you pay it off in
four months and it's done, you could take the copies of all those
records down to Collier County and present that to them and they will
take it off your license --
MS. BERTRAND: To the licensure board?
ACTING CHAIRMAN JOSLIN: I'm sorry?
MS. BERTRAND: To the licensure board?
ACTING CHAIRMAN JOSLIN: Yes. They will then make it a
bona fide license and no more restrictions.
MS. BERTRAND: Beautiful. Thank you very much.
MR. SIDERI: Appreciate it.
MR. BLUM: Good luck.
MR. SIDERI: Have a nice day.
MR. BLUM: Thank you, Mr. Neale.
MR. NEALE: My pleasure.
ACTING CHAIRMAN JOSLIN: And we have a Jesse
Sowanick. Could you please come forward and be sworn in, please.
(Speaker was duly sworn.)
ACTING CHAIRMAN JOSLIN: Mr. Sowanick, would youb
Page 29
August 17, 2005
please give us an overall of what you're trying to have us look at.
MR. SOW ANICK: Good morning. First of all, I want to
apologize for my absence in my last allocation for this meeting. I
actually got a job and my employer said you're working for me, you're
not going anywhere. So that's why I didn't make it.
What I'd like to do is, I have a long history in the construction
industry. I'm a licensed general contractor in the State of New
Mexico, in good standing. And what I'd like to do here in Florida,
which is what I -- actually my trade is what I started out with, and then
went on to various other things -- is to do tile and marble.
And my request to you is to be granted licensure via reciprocity,
based on the qualifications that I have as a general contractor in the
State of New Mexico. I have well over what the qualifications are
here in Florida as a tile and marble contractor.
MR. BLUM: When were you last tested in Mexico? When was
your last date?
MR. SOW ANICK: My last test in New Mexico actually was
March of2004.
MR. BLUM: As a general contractor?
MR. SOW ANICK: Correct.
MS. KELLER: May of2004.
ACTING CHAIRMAN JOSLIN: May of2004.
MR. SOW ANICK: Oh, was it May?
MR. BLUM: May of'04.
ACTING CHAIRMAN JOSLIN: He passed with an 87.
MS. KELLER: Seventy-five.
MR. BLUM: One was 87. The law was -- business law was 87.
ACTING CHAIRMAN JOSLIN: No, I have a grade score here
that says he passed with a score of 87, May 25th of '04. Seventy-five
is required in New Mexico.
MR. BLUM: Test was done by Experior.
MS. KELLER: Did you take the business and law exam as well?
Page 30
~-_.-.."..--~,-"..-><,._<.,-.,._- '
August 17, 2005
MR. SOWANICK: Yes, I did.
MS. KELLER: Is that in here?
MR. SOW ANICK: That actually didn't get in. It was taken
through a different company. It's not taken through Experian. And I'm
pushing them to get me a copy of that. And because it was over a
year, they have to go into archives.
I've been very busy working. I'm working six days a week now.
I have a family of four, so -- I have four children and a wife, so my
schedule's very hectic. I've been trying to push them to get me that
information.
MS. KELLER: Do you remember what score you got on that
exam?
MR. SOW ANICK: It was like a 90 something. It was in the 90's,
I'm sure.
ACTING CHAIRMAN JOSLIN: How long have you been
doing tile and marble?
MR. SOW ANICK: I've been doing tile and marble -- I first
started doing tile and marble when I got out of high school, which was
1985. I started out as a hottie and worked my way up into putting
stone together.
ACTING CHAIRMAN JOSLIN: If I'm not being too forward,
what -- as a general contractor in New Mexico, how did you end up in
Florida?
MR. SOW ANICK: We moved here in 2001, after a series of
unfortunate events there. We decided to move down here.
MR. HORN: So you've lived in Florida since '01?
MR. SOW ANICK: Well, we moved here originally in 2001.
We moved away in 2002 to the Twin Cities to take care of my
mother-in-law. And then we moved back here in June.
MR. HORN: Of this year?
MR. SOW ANICK: Of this year.
MR. HORN: Do you live in Collier County?
Page 31
August 17, 2005
MR. SOWANICK: Yes, I do.
MR. HORN: Just curious. Because your driver's license shows
you're a resident of Marathon, Florida.
MR. SOW ANICK: That was a three-month vacation we took
down there and I had to get my license renewed and --
MR. HORN: Gotcha.
MR. SOW ANICK: -- didn't want to drive five hours up here to
Naples to do that.
ACTING CHAIRMAN JOSLIN: Do you have a valid Florida
license now -- here?
MR. SOW ANICK: It's a valid Florida license, but it's not Collier
County. That's the same license that I'm carrying now.
ACTING CHAIRMAN JOSLIN: Okay.
MR. LEWIS: J esse, can you tell me -- and I call you by your
first name, because I'll mess up your last name. I apologize for that.
But can you tell me, you moved to the Twin Cities in 2002, then
moved back here when?
MR. SOW ANICK: In 2003 we actually went moved -- we
actually went down to the Keys for three months, actually with the
intention of staying down there and working as a project manager for
a stone and precast company. But the cost of living there was greater
than what I was making, so we moved back here.
MR. LEWIS: Back to Collier County.
MR. SOW ANICK: Back to Collier County.
MR. LEWIS: Can I ask you why you took a test in I guess --
where is this from, Arizona or something?
MR. SOW ANICK: It's New Mexico.
MR. LEWIS: New Mexico. Why did you take a test in New
Mexico in 2004 if you planned on staying and working in Collier
County? Why didn't you just take the Collier County license?
MR. SOWANICK: We went back to New Mexico based on -- I
was raised in New Mexico. I got a phone call from a friend there who
Page 32
August 17, 2005
said, I really need you to come out here, I've got a bunch of work that
I need to have done. It was a couple of jobs. I was doing pretty much
doing all of the high-end restaurants, galleries, stonework and tile
there at the time. So for profit-wise, monetary-wise, I went back there
for a year.
MR. LEWIS: All right. I also see on your license that was
granted by the State of New Mexico, it says as a licensed GB02 --
MR. SOWANICK: Yes.
MR. LEWIS: -- which permits you to contract projects singly in
New Mexico ofa dollar amount up to $200,000.
MR. SOW ANICK: That is -- actually has to do with my surety
bond, which you pay 100 or $190, or -- the amount that you pay to
have the surety bond is the amount that you're licensed to do business
in the amount.
Now, if I may, the reason I got a contractor's license is because
when I'm doing tile and stone, there are things that I run into that
would be profitable to me as a business to do, as opposed to subbing
out to somebody else. Such as some light framing, cabinetry. The
only thing that I'm not licensed to do in New Mexico is the electrical
and the gas and plumbing.
MR. LEWIS: You don't think that's going to be advantageous to
you here, or you just don't want to take our test requirements?
MR. SOW ANICK: No, it's not that I don't want to take the test
requirements. That is an economic issue. Because I do not have the
cash in bank that you require to do the general contractor. Nor do I --
nor do I really want to get into the general contracting here in Florida.
I worked for Boren, Craig, Barber, Engel when I first moved down
here.
MR. LEWIS: What about the tile and marble license? You
know we have a separate tile and marble license. I think the
requirements for that are quite a bit less.
MR. SOW ANICK: Yeah, I think it's 2,500 cash in bank. And I
Page 33
August 17, 2005
do have that. And I believe that's attached. But I didn't feel the need
to go out and -- through the years, my experience it's going to be more
profitable for me to do exactly what I know best and how, you know,
to do -- to stay in more of a fine line instead of doing a broad
spectrum. There's a lot of companies that do just about everything and
they wind up putting -- they have 50 baskets out there and they're
really not making any money, because it's hard to keep up with that
much, you know, with the amount of operation.
MR. LEWIS: Okay, thank you.
MS. KELLER: Is anybody ready for a motion?
ACTING CHAIRMAN JOSLIN: Just one quick question. Staff,
has this gentleman filled out a packet of any sort, or are we just
reviewing this to try to grandfather his license in, when he walks out
of here he has a license?
MR.OSSORIO: No, he's going to have to fill out -- if you do
grant him the waiver of the exam, he still has to fill out the whole
application.
ACTING CHAIRMAN JOSLIN: Okay.
MR. OSSORIO: But I guess he'll want some direction, is the
testing going to be superfluous to the job he's going to be doing, and
then he can apply for -- if he has bad credit or has any kind of niches,
then he has to come back before you.
ACTING CHAIRMAN JOSLIN: Okay, that's what I thought.
MR. SOW ANICK: Sir, excuse me, to avoid that, I did send out
for a contractor's reporting service. They sent it to me and I
unknowingly opened it. I have a copy of that. And there are some
derogatory issues on that. And I'll briefly explain. In 1998, I had a
$750,000 contract with a contractor for doing stone and tile, and close
to the end of that proj ect the owner decided that he was going to hire
my crew, which it was basically salting my crew and hiring them,
getting rid of me, which ultimately he did. And I was forced to file
bankruptcy in 2001.
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August 17, 2005
ACTING CHAIRMAN JOSLIN: Okay, at this moment, I really
don't think this is relevant. I understand the comments, but I don't
think it's relevant to what we're trying to decide here now.
MR. SOWANICK: Okay.
ACTING CHAIRMAN JOSLIN: We're just trying to understand
that you have a license from New Mexico as a residential building
contractor, and you're trying to use reciprocity in order to allow you to
apply for a tile and marble license here in Collier County or the State
of Florida.
MR. SOW ANICK: Correct.
ACTING CHAIRMAN JOSLIN: That's what's before us right
now. And then once that happens and, say, we give you that ability to
be able to go and apply, then you would fill out the credit applications
and then if there's anything derogatory, then you would probably have
to come back before us one more time.
MR. OSSORIO: The contracting licensing supervisor will
review your application, and then if he feels like it needs to go in front
of the board, he'll call you and let you know. But this is the first step.
MR. SOWANICK: Okay.
ACTING CHAIRMAN JOSLIN: How does the pleasure of the
board feel about the testing requirements for New Mexico? Or do you
have comments, any other comments?
MR. BLUM: I have to weigh in. I'd like to see the man take the
test. I see -- I don't think he'll have any problem with it. Shouldn't be
that big of an issue. I'd really like to see him take our test.
MR. LEWIS: And he's gainfully employed at this time. And
taking the test, I know it's a hardship, because we've all -- most of us
have done it here, but I think it's necessary.
We have no idea, like at our earlier discussion, even with
Broward County across our own state here, we don't know what their
testing requirements are, and we certainly don't know what New
Mexico's are.
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August 17, 2005
And I don't know -- I know I'm a general contractor, so I'm
allowed to install tile. I wouldn't do that, because that's not my
profession.
And I'm sure Jesse has the experience that he's saying, but we
have nothing here to tell us from any satisfied clients or any people
that he's worked for or anything else that says, hey, yeah, he's a great
tile installer and we think, you know, he should be allowed to do this.
So that might be something of consideration if the board's will for the
future.
MR. NEALE: If I may, Mr. Lewis, just a couple of points of
direction for the board. Pursuant to the ordinance, Section 22-184-C,
that's the waiver of testing requirement section. And it states that the
board may consider the applicant's relevant recent experience in the
specific trade and based upon such experience may waive testing
requirements if convinced that the applicant is qualified by experience
whereby such competency testing would be superfluous.
That's one point that you may wish to consider. The other is
under Section 22-186, which is the examination section, and it states
that examinations shall be specific to the trade category for which the
application for a certificate of competency has been made.
So both of those speak to the specificity of the examination.
While he could do tile and marble under a contractor's license, our
ordinance requires that there be specific examinations.
MR. SOW ANICK: If I may?
ACTING CHAIRMAN JOSLIN: Sure.
MR. SOW ANICK: Right now I'm working as an installer. And
I've worked for two companies down here as a project manager. Tile
and marble and fabrication and precast.
So when it comes time to take the test, is it necessary for me to
provide that information, based on having experience in the State of
Florida? And is that going to be an issue because of the length of time
that I had that experience here in the State of Florida?
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August 17, 2005
MR. NEALE: Just for direction for you, sir, is in the ordinance,
Section 22-183-B, sets out how to determine if you possess the
relevant experience. And all which you need to supply is affidavits
from former employers with specifics to number of years you've
worked in the trade; copies of other certificates of competency, if you
have such; affidavits from any building director on locations where
you may have worked; affidavits from any union organization or
affidavits from any source within the trade applied for. So -- and the
county has a standard affidavit form that you can use for that.
MR. SOW ANICK: Is that state specific, sir?
MR. NEALE: It's not state specific. So if you have experience
elsewhere, those are considered.
MR. LEWIS: Randy, the total experience requirements is what,
24 months for that, tile and marble?
MR. NEALE: I think it is. The tile and marble is 24 months
expenence.
MR. LEWIS: So 24 months total experience. I'm sure that would
be easy for you to provide. And then you fill out the application, take
the test, you won't have to see us again.
MR. NEALE: The regular test and the business and law.
ACTING CHAIRMAN JOSLIN: I have to concur with Mr.
Lewis's comments the same way. I think we need to see a little bit
more about your real qualifications and what you can do in the tile and
marble business. Again, we don't know New Mexico from Adam, so
it's very difficult for us to say that their laws and your experience there
dictates that we can use that reciprocity to grandfather that license.
MR. SOW ANICK: Right. Even though you use the same testing
company?
MR. BLUM: Quite frankly, if you were a contractor here and
wanted to do that, we'd probably -- wouldn't make a whole lot of
difference. We'd want to make sure you did the tile part. It's really
not because you got it in New Mexico, not for me anyway.
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August 17, 2005
MR. LEWIS: I think it's more being specific in that area. And
that seems where your expertise is, so that shouldn't be a problem for
you. And according to our ordinances, you know, we need to show or
have that experience in that area, and I think it would be a real easy
test for you. And just pop in there and take care of it. Good luck.
MR. SOW ANICK: Thank you.
MR. BLUM: Staff will do it. We won't even know it.
ACTING CHAIRMAN JOSLIN: I'm going on the last question,
maybe just for the board. The business and law portions of this test, is
that something that would be something that's standard or --
MR. NEALE: I don't know. I don't know whether it's standard
nationwide or state to state.
ACTING CHAIRMAN JOSLIN: You say you got -- what grade
average? What testing grade --
MR. SOW ANICK: Ninety something.
ACTING CHAIRMAN JOSLIN: If that was something we
could prove, then that would be something you wouldn't have --
MR. BLUM: Would that apply, Mr. Ossorio, if he showed the
testing within the last -- a recent period of time, business and law?
MR. OSSORIO: I don't think so. Not unless we get a letter from
the company saying they -- it's the same procedure. But our one-hour
-- we have a one-hour exam, which is 20 questions. It's pretty simple.
I don't think he's going to have a problem taking the one-hour exam
business and law. We have that Gainesville Independent Testing now,
it's pretty simple.
ACTING CHAIRMAN JOSLIN: Okay.
MR. LEWIS: Do we need a motion on this?
MR. NEALE: Yeah, what I'd suggest is, as in the previous case,
allow the gentleman to withdraw his request and come back, if need
be. You know, theoretically he won't be coming back to the board.
MR. LEWIS: Do that?
ACTING CHAIRMAN JOSLIN: Do you wish to withdraw the
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August 17, 2005
application at this time?
MR. SOW ANICK: Yes, I do.
ACTING CHAIRMAN JOSLIN: All right. Then do we need a
motion for that?
MR. NEALE: No.
ACTING CHAIRMAN JOSLIN: No. Okay, you're done.
MR. SOW ANICK: Thank you for your time.
MR. BLUM: Thank you very much. Good luck.
MR. BESWICK: Good luck.
MR. NEALE: One quick comment for the board, so that we can
get out of here.
I did -- Mr. Zachary and I did do some reviewing of the current
ordinance for ordinance changes. We're still in the process -- Mr.
Zachary is in training today, so he wasn't able to attend. And I also
reviewed the changes to 489 that are relevant that have been made by
the legislature.
The primary change that probably needs to be incorporated in the
ordinance is that they have raised the maximum fine amount from
5,000 to 10,000. So that's something that will need to be incorporated
in the ordinance.
Aside from that, there have been a couple of product applicators
that have spoken to myself and Mr. Zachary about their new products
for coatings and things like that that the board probably needs to
review as to whether they need to be put in a particular license
category. And I'm sure staff is working on some things. So hopefully
at next month's meeting, we'll be looking at it with a more
comprehensive look. But those -- that's where we are so far on the
review. And as I say, the primary thing that leapt out at me from the
statutory modifications was the change in the fine.
ACTING CHAIRMAN JOSLIN: Which is probably a good
thing.
MR. NEALE: Yeah. I think the last time it was changed was
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August 17, 2005
back in the mid 90's. So with inflation and everything else, $10,000
probably is a bigger bite.
MR. BESWICK: You've raised it to a whole tank of gas.
MR. NEALE: Yeah, raised it to a whole tank of gas.
ACTING CHAIRMAN JOSLIN: All right, there's no other old
business. No public hearings.
MR. LEWIS: Mr. Vice-chairman, I did have a question for
Randy (sic).
One of the things that came up today, I believe with Mr. Zook,
under our licensing requirements you were reading some requirements
to us that still are going around in my head and I must have
misunderstood them. But it seems like a quandary that we may want
to address, if this is the case.
That if a person is less than 10 percent business owner on a
second entity, he does not have to provide a credit report, a personal
credit report. But if the business is less than a year old, it requires a
credit report on the majority owner.
MR. NEALE: No. The requirement -- the 10 percent -- I don't
know where the 10 percent rule came up. It really doesn't have
anything to do with it.
MR. BLUM: Something we've just been using ourselves.
MR. NEALE: Yeah, I mean, it really has no relevance. The
relevance is under -- it's ordinance section 22-182-C, business
organizations. And the requirement on credit reports is that a credit
report from a nationally recognized credit agency -- this is for any
business organization qualification, whether it's primary or secondary
entity -- from a nationally recognized credit agency, if the business
organization has been in existence for more than one year.
If it's been in existence for less than one year, a credit report on
every business organization in which the applicant/qualifier was an
agent is required. If neither of the above is applicable, a personal
credit report on the applicant/qualifier is required.
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August 17, 2005
So you really only get to the personal credit report if the previous
two cannot be satisfied.
MS. KELLER: You know, the problem with that is so many of
the second company quali -- some people that tried to qualify a second
company were just qualifying as an employee, really, for different
owners. And then they go to set up a new company and we have no
information on their credit. We can't really go on the old company,
because it's owned by somebody different. So I have a real problem
with that, that guidance, because it's not -- doesn't make sense to me.
MR. NEALE: It's based on the state statute. And they do have
to put in affidavits as to their integrity, good business reputation. And
they do have to sign the affidavits that they are legally responsible for
the business.
MS. KELLER: Right. But they could have a horrible credit
report and if they're qualifying another company owned by somebody
else, they can qualify their own company and with a horrible credit
report and set up another company and we don't have any --
MR. NEALE: The problem is the standard -- well, not the
problem, the standard set out by the state and adopted by the county is
that it's -- their credit history, as it pertains to their contracting
business. If they have -- someone could have an absolutely horrible
personal credit history, but if he pays his business debts on time, that's
all that is really relevant, unless it's shown that he cannot meet the
other tests, you know, that he can't provide business credit reports.
So yes, they do need to show that they're financially responsible.
You know, that is a test that is in there.
MS. KELLER: So we could ask for a credit report.
MR. NEALE: You can ask for a credit report on them, because
the board does have the responsibility, pursuant to the ordinance and
to the Florida rule, that they must determine that he will not create a
danger to the public that he would not pay his contracting debts.
It's sort of that you don't get care -- the standard is sort of the
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August 17, 2005
board shouldn't care whether or doesn't pay his mortgage, the board
should care whether he pays his suppliers and makes sure that his -- he
runs his contracting business in a good fashion.
MS. KELLER: But if he's qualifying the first company that's
owned by somebody else, even though he was the qualifier, the
owners really are the ones that have been financially responsible. So
if the person is leaving that business and setting up a second entity --
MR. NEALE: Except for the fact that he really by law is
financially responsible. Period.
ACTING CHAIRMAN JOSLIN: Right. Bottom line. But--
MS. KELLER: Right, but just from a practical point of view --
MR. NEALE: From a practical point of view --
MS. KELLER: -- it's a dangerous situation.
MR. NEALE: Yeah. I mean, to use an example, the one I've
used before, if U.S. Homes goes bankrupt, theoretically the contractor
who is the qualifier is on the hook. But reality is that u.S. Homes is on
the hook.
So the issue is particularly as it pertains to the county is that the
county does not have the option that the state has, which is the
financially responsible officer or financial responsible party under the
county ordinance. And it was reviewed by this board a few years ago
whether that would be incorporated, and the board decided not to go
with that.
So the contractor ultimately, under county ordinance, is the
responsible party, the financially responsible party, period. And that's
just the way the county ordinance works.
MR. BLUM: On another note, and the Judge brought up a very
good point, we don't really have any standards. I mean, I have a
personal standard on these credit scores, and to me, somebody under
600 scares me to death.
I don't know, is there any way to do that? He's got a very valid
point. Who are you to say that 580 isn't a good score? And he's right.
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August 17, 2005
MR. NEALE: And the -- you know, the state rule and our
ordinance in the state statute do not make any specifics. They -- you
know, I read the rule before, it truly is based on the board interpreting
the information submitted and determining whether the person is,
pursuant to the definition, financially responsible.
MR. BLUM: So we all have to make up our own minds.
MR. NEALE: Yeah. But certainly things like tax liens and so
forth are to be considered. You know, the state does have specific net
worth requirements for certain licensure categories that you have to
meet, and certain cash requirements for certain licenses or categories.
The county doesn't have that in our ordinance. So it is a judgment call
but, you know, there are at least guidelines set out in the ordinance
and in the rule.
If the board would like, we can make copies of the rule and make
sure everybody has it in their hands so that we can use that.
ACTING CHAIRMAN JOSLIN: I think that would be good for
all of us sometimes. Some of these rules are difficult to understand
and we have to use our own judgments. I mean, I think that this board
does a very good job of analyzing a credit report and coming up with
the right decision, even in all the items that were on today's agenda.
It's a little scary when you have a judge come before you and -- or an
ex-judge come before you and then basically wanted us to approve
this and--
,
MR. BLUM: We can't.
ACTING CHAIRMAN JOSLIN: -- I don't think anybody on this
board really wanted to.
MR. BLUM: No.
ACTING CHAIRMAN JOSLIN: So I think we made the right
decision.
MR. BLUM: Like he said, so your emotions is what make this--
and he's right, yeah, they were. And he's got a real good point.
ACTING CHAIRMAN JOSLIN: Ifhe'd have brought himself a
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August 17, 2005
personal credit report in here that we had to look at and he was just,
you know, fantastic, then a little more to go on.
MR. BLUM: Yeah.
ACTING CHAIRMAN JOSLIN: But for him to run a company
that he's licensing now, and that company is not doing very well, it's
very difficult to say --
MR. BLUM: And the two new people didn't have a good --
ACTING CHAIRMAN JOSLIN: -- the next company's going to
do --
MR. BLUM: -- rating.
MR. NEALE: Well, you know, the board is -- you're required to
look at specifically what the ordinance states and what he's submitted.
And frankly, the credit reports on the new owners were irrelevant.
ACTING CHAIRMAN JOSLIN: Right.
MR. NEALE: They had nothing to do with the --
MR. BLUM: They raised another flag that we saw.
MR. NEALE: It raised a flag.
MR. BLUM: We didn't need to see that flag, but we did see it.
MR. NEALE: Exactly.
MR. BLUM: It's like don't listen to that testimony after it's said.
MR. NEALE: Yeah, whoops.
So that's one issue that the board really -- that was information
that you probably shouldn't have ever seen.
MR. BLUM: Yeah.
ACTING CHAIRMAN JOSLIN: On the other hand, though, if
the credit report on the business would have been perfect and a lot of
good recommendations or a lot of good history there, then it probably
would have been approved.
MR. NEALE: Well, and that would have been appropriate. If
the previous business of Golden Plumbing had a pristine credit report
and the board had seen that --
MR. BLUM: If Patricia's was 750 instead of 540 --
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August 17, 2005
MR. NEALE: Even though it was irrelevant --
MR. BLUM: -- it would have definitely --
ACTING CHAIRMAN JOSLIN: Turned a leaf.
MR. BLUM: -- turned it around. That's okay for us to do that.
MR. NEALE: Well, except that her credit report, as I say, really
wasn't relevant. Wasn't even something to be taken into consideration.
The only credit report that you really had to rely on was the credit
report from his current -- the company he currently qualifies.
MR. BLUM: That was scary.
ACTING CHAIRMAN JOSLIN: No public hearings. Any other
reports?
(No response.)
ACTING CHAIRMAN JOSLIN: Next meeting will be on
September 21st, 2005.
I need a motion.
MR. LEWIS: Move to adjourn.
MR. BESWICK: Second, Beswick.
ACTING CHAIRMAN JOSLIN: All in favor.
MS. KELLER: Aye.
MR. LEWIS: Aye.
MR. BESWICK: Aye.
MR. BLUM: Aye.
ACTING CHAIRMAN JOSLIN: Aye.
MR. HORN: Aye.
ACTING CHAIRMAN JOSLIN: See you next month.
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August 17, 2005
*****
There being no further business for the good of the County, the
meeting was adjourned by order of the Chair at 10:16 a.m.
COLLIER COUNTY CONTRACTOR
LICENSING BOARD
RICHARD JOSLIN, VICE CHAIRMAN
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