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Agenda 01/13/2009 Item # 9EAgenda Item No. 9E January 13, 2009 Page 1 of 47 EXECUTIVE SUMMARY APPOINTMENT OF MEMBER(S) TO THE COUNTY GOVERNMENT PRODUCTIVITY COMMITTEE OBJECTIVE: To appoint 5 members to serve 2 -year terms, commencing on February 4, 2009 and expiring on February 4, 2011, to the County Government Productivity Committee. CONSIDERATIONS: The County Government Productivity Committee has 5 terms expiring on February 4, 2009. This committee is composed of I 1 members, with the vice chair of the Board of County Commissioners serving in a liaison capacity. The members are appointed by resolution of the Board of County Commissioners for a two -year term and must be permanent residents and electors of Collier County. Committee members are required to possess special expertise and experience related to managing large organizations, and must be balanced in representing the views of the community. The committee reviews the efficiency of departments of County Government under the jurisdiction of the Board of County Commissioners. The committee may analyze and review existing structure, organization, staffing, management, functions, business practices, and procedures of any or all parts of county government and make recommendations for increased efficiency and cost - effectiveness. The committee may also assist in the implementation of those recommendations. A list of the current membership is included in the backup. The terms for Lawrence M. Baytos, John F. Barlow, Jr., Gina D. Downs, Sydney E. Blum, and Dr. James Alward Van Fleet (deceased) will expire on February 4, 2009. A press release was issued and resumes were received from the following 14 interested citizens: APPLICANT CATEGORY DIST ELECTOR ADV. COMM. Lawrence M. Baytos - reappt Human Resources; Mgmt Systems, Cost - Reduction Analysis 2 Yes Productivity Committee Jon W. Fay Bs Operations; Planning; Mgmt 1 Yes None Larry N. Magel Info Tech; Mgmt; Accounting 1 Yes Coastal Adv Comm Frank Zhou Info Tech; Mgmt; Bs Operations 3 Yes Sydney Blum - reappt Realty Mgmt; Energy Efficiency; Contract Negotiations 3 Yes Productivity Committee John F. Barlow, Jr: reappt Info Technology; Problem Solving; Affordable Housing 4 Yes Productivity Committee Gina Downs - reappt Economics; Bs Operations; Transportation Issues 2 Yes Productivity Committee P. Thomas Abraham Construction Industry; Bs Operations; Project Mgmt 4 Yes None Shannon Wayne Holland Financial Advisement; Bs Admin; Info Analysis 2 Yes None Leeanne W. Graziani- lawsuit Law; Accounting; Tax Consulting 3 Yes None Phillip E. Brougham Mgmt; Info Technology; Marketing 1 Yes Floodplain Adv Comm James Hoppensteadt Foundation Operations: Mgmt; Bs Admin 3 Yes None William J. O'Connor Municipal Finance; Accounting; Local Civic Issues 3 Yes None Luis Alejandro Bernal International Economics; Public Private Partnerships; Bs Admin 3 Yes Hispanic Affairs Adv Bd Agenda Item No. 9E January 13, 2009 Page 2 of 47 ATTENDANCE: John Barlow — Perfect Attendance in last year Larry Baytos — Perfect Attendance in last year Sydney Blum — 2 excused absences in last year Gina Downs -- Perfect attendance since appointment in April 2008 COMMITTEE RECOMMENDATION: Applicants are listed in order of votes received: John F. Barlow 9 votes Larry Baytos 8 votes Gina Downs 8 votes Shannon Wayne Holland 5 votes William J. O'Connor 5 votes James Hoppensteadt 4 votes Larry M. Magel 4 votes Frank Zhou 4 votes Sydney Blum 3 votes Luis Alejandro Bernal 2 votes P. Thomas Abraham 1 vote Phillip E. Brougham 1 vote Leeanne W. Graziani 1 vote Jon W. Fay 0 votes NOTE: Section Seven (B) of Ordinance 2001 -55 states "Terms of office for Board members shall be limited to two consecutive terms of service on any one Board..." Under (D) of the same section, it is noted that `By a unanimous vote of the Commission, the limitations set forth in subsection (B) above may be waived ". According to available records, Lawrence M. Baytos, John F. Barlow, and Sydney Blum have served 2 or more terms. Should the Board wish to re- appoint Mr. Baytos, Mr. Barlow and Mr. Blum, the limitations on two consecutive terms will need to be waived. FISCAL IMPACT: NONE GROWTH MANAGEMENT IMPACT: NONE RECOMMENDATION: That the Board of County Commissioners consider the recommendation for appointment, appoint 5 members, and direct the County Attorney to prepare a resolution confirming the appointments. Prepared By: Sue Filson, Executive Manager Board of County Commissioners Agenda Date: JANUARY 13, 2009 Page 1 of 1 Agenda Item No. 9E January 13, 2009 Page 3 of 47 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS Item Number: 9E Item Summary: Appointment of members to the County Government Productivity Committee. Meeting Date: 1/13/2009 9:00.00 AM Prepared By Sue Filson Executive Manager to the BCC Date Board of County BCC Office 12/23/2008 4:29:35 PM Commissioners Approved By John A. Yonkosky Director of the Office of Management Date County Manager's Office Office of Management & Budget 12/22/2008 6:09 PM Approved By James V. Mudd County Manager Date Board of County County Manager's Office 1212312008 4:48 PM Commissioners file: / /C: \AgendaTest\ Export\ 121 - January %2013 % 202009 \09. %20BOARD %200F %2000U... 1/7/2009 Agenda Item No. 9E January 13, 2009 Page 4 of 47 MEMORANDUM TO: Sue Filson, Executive Manager, Board of County Commissioners FROM: Mike Sheffield, Staff Liaison to the Productivity Committee DATE: December 22, 2008 SUBJECT: Productivity Committee - Recommendations for Appointment In February 2009, the Productivity Committee will have five vacancies, all for 2 -year terms. Fourteen applications were received for appointment/reappointment. All applicants were invited to attend the Productivity Committee meeting held on December 17, 2008. At their meeting held of December 17, 2008, each Productivity Committee member voted for 5 applicants whom he /she would like to see appointed to the Productivity Committee. The top 5 applicants who received the most votes were recommended for appointment. The Productivity Committee voted to recommend the following individuals for appointment or re- appointment: Name a of votes Expertise received John F. Barlow 9 Info Technology, Problem Solving (Current member -BCC exception required to serve Affordable Housing, another term 4 Info Technology, Management, Accounting Larry Baytos 8 Human Resources, Management Systems, Cost - (Current member -BCC exception required to serve Reduction Analysis another term 3 Realty Management, Energy Efficiency, Gina Downs 8 Economics, Business Operations, (Current member) Trans i[ation Issues (Mr.) Shannon Wayne Holland 5 Financial Advisement, Business Administration, Information Analysis William J. O'Connor 5 Municipal Finance, Accounting, Local Civic Issues The following applicants were not recommended for appointment (in order of votes received) Name M of veto Expertise received James Hoppensteadt 4 Foundation Operations, Management, Business Administration Larry M. Magel 4 Info Technology, Management, Accounting Frank Zhou 4 Info Technology, Management, Business erations Sydney Blum 3 Realty Management, Energy Efficiency, (Current member -BCC cxception inquired to serve Contract Negotiations another term Luis Alejandro Bernal 2 International Economics, Public/Private Partnerships, Business Administration P. Thomas Abraham 1 Construction Industry, Business Operations, Project Management Phillip E. Brougham 1 Management, Info Technology, Marketing Leeanne W. Gmzinni* 1 Law, Accounting, Tax Consulting Jon W. Fay 0 Business Operations, Planning, Management Agenda Item No. 9E January 13, 2009 Page 5 of 47 Attendance record of current members who have applied for another appointment John Barlow - Present for all regular meetings held in the past year. Larry Baytos - Present for all regular meetings held in the past year. Sydney Blum- Absent for 2 regular meetings held in the past year (excused). Gina Downs - Present for all regular meetings since being appointed in April 08. *Applicant Leeanne W. Graziani reported an "eminent domain matter that is currently pending with Collier County. " Before this applicant is appointed, it is recommended that the Board of County Commissioners seek the opinion of the County Attorney's Office as to whether this constitutes a `conflict of interest" as described in Ordinance 2001 -55, section Five (f). Agenda Item No. 9E January 13, 2009 Page 6 of 47 County Government Productivity Committee Name Work Phone Appt'd Exp. Date Term Home Phone DateRe -appt 2ndExpDate 2nd Term Mr. Lawrence M. Baytos 06/28/05 02/04/07 2 Years 252 Cheshire Way 592 -1398 01/09/07 02/04/09 2 Years Naples, FL 34110 E -Mail: audubull @comcast.net District: 2 Category: Human Resources; Mgmt Strat; Productivity; Retired Commissioner Donna Fiala 3301 E. Tamiami Trail Naples, FL 34112 E -Mail: District: 1 Category: Vice - Chairman 774 -8097 01/15/08 01/13/09 1 Year Mr. John F. Barlow, Jr. 04/12/05 4351 Gulf Shore Blvd., N. #19N 649-6380 01/09/07 _ Naples, FL 34103 E -Mail: johnbarlow @lerivage.net District: 4 Category: BS Business Administration Mr. Douglas M. Fee 513 -1040 01115108 921 Carrick Bend Circle, #201 592 -1212 Naples, FL 34110 E -Mail: feegroup @aol.com District: 2 Category: Accounting, Environmental, Management NU.Gina D. Downs 386 Emerald Bay Circle, #G -2 Naples, FL 34110 E -Mail: gdowns0l @comcast.net District: 2 Category: Retired - Business Owner 269 -2661 04/08/08 254 -0670 Thursday, April 10, 2008 Page 1 of 4 02/04/07 02/04/09 02/04/10 02/04/09 2 Years .-11) 2 Years 2 Years 1 Year '�_ 1 Agenda Item No. 9E January 13, 2009 Page 7 of 47 County Government Productivity Committee Work Phone Appt'd Exp. Date Term Name Home Phone DateRe -appt 2ndExpDate 2nd Term Ms. Janet Vasey 01/12/99 02/04/00 IYear 4398 Longshore Way North 5984376 01/15/08 02/04/10 2 Years Naples, FL 34119 Naples, FL 34119 E -Mail: javanfleet@msmeom E -Mail: janetvasey @embarqmail.com District: 3 Category: Ph.D. Economics District. 3 Category. Budget & Financial Anaysis; Operations Research Mr. Joe Swaja 262 -7100 06/06/06 460 Battersea Court 3944599 01/15/08 Marco Island, FL 34145 E Mail: joeswaja @comcast.net District. 1 Category: Executive Leadership Mr. Sydney E. Blum 5947880 10/14/03 12930 Positano Circle #305 261 -1855 01/09/07 Naples, FL 34105 - E -Mail. eescool @earthlink.net District. 4 Category: Job costing; Mgmt Styles, Efficiency Training ed" Dr. James Alward Van Fleet dec 04/12/05 a 184 Spring Lake Circle ql) (0' 348 -8162 01/09/07 Naples, FL 34119 E -Mail: javanfleet@msmeom District: 3 Category: Ph.D. Economics Mr. Stephen A. Harrison 821 -5180 01/27/04 860 5th Street, N.W. 8215180 01115108 Naples, FL 34120 E Mail: s- harrison @comcast.net District. 5 Category: Economics/Finance/Marketing/CPA Thursday, April 70, 2008 Page 2 of 02/04/08 02/04/10 02/04/05 02/04/09 02/04/07 02/04/09 02/04/06 02/04/10 2 Years 2 Years 1.5 Years 2 Years 2 Years 2 Years 2 Years 2 Years Agenda Item No. 9E January 13, 2009 Page 8 of 47 County Government Productivity Committee Name Work Phone Appt'd Exp. Date Term Home Phone DateRe -appt 2ndExpDate 2nd Term Mr. James R. Gibson, Jr. 04/08/08 02/04/10 2 Years 5041 Mabry Drive 732 -8830 Naples, FL 34112 E -Mail: jgibsonjr @aol.com District: 1 Category: Retired - Government Mr. Bradley A. Boaz 4036712 01/10/06 1843 Gordon River Lane 659 -7006 01/15/08 Naples, FL 34104 E -Mail: bboaz @barroncollier.com District: 4 Category: Government/Human Resources Ms. Michele Harrison 580 -9889 07/24/07 16622 Cortona Lane 593 -0041 Naples, FL 34110 E- Mail: mharrison @gatestotalsolutions.com District: 2 Category: ALTERNATE - Realty;Construction lndustry;Mgmt. ,.... Thursday, Apri! 70, 2008 Page 3 of 4 02/04/08 02/04/10 07/24/09 2 Years 2 Years 2 Years Agenda Item No. 9E January 13, 2009 Page 9 of 47 County Government Productivity Committee Name Work Phone Appt'd Exp. Date Term Home Phone Daiae -appt 2ndF.xpDaie 2nd Term This 11 member committee was created on 01/20/91 by Ord. No. 91 -10 (amended by Ord. No. 93 -13, 96-10 & 2001 -37). The committee is composed of 11 members, with the vice chair of the BCC serving in a liaison capacity. Committee members are required to possess special expertise and experience related to managing large organizations, and must be balanced in representing the views of the community. The committee reviews the efficiency of departments of County Government under the jurisdiction of the BCC. The committee may analyze and review existing structure, organization, staffing, management, functions, business practices, and procedures of any or all parts of county government and make recommendations for increased efficiency and cost -effectiveness. They may also assist in the implementation of those recommendations. Terms are 2 years. 7/25/06 - Amended by Ord. 2006 -38 Section two, four, five, seven, and eight. FL STAT: Staff. Mike Sheffield, Assistant to County Manager. 252 -8383 _\ Thursday, April 10, 2008 Page 4 of Agenda Item No. 9E January 13, 2009 Page 10 of 47 MEMORANDUM DATE: December 12, 2008 TO: Elections Office FROM: Sue Filson, Executive Manager Board of County Commissioners RE: Voter Registration - Advisory Board Appointments The Board of County Commissioners will soon consider the following individuals for appointment to one of the county's advisory committees. Please let me know if those listed below are registered voters in Collier County. Also, please list the commission district in which each applicant resides. COUNTY GOVERNMENT PRODUCTIVITY COMMISSION DISTRICT /Larry Baytos = /i W R G nJ C G- 252 Cheshire Way Naples, FL 34110 Jon W. Fay 4144 Skyway Drive Naples, FL 34112 Larry N. Magel 2000 Royal Marco Way Marco Island, FL 34145 Frank Zhou i= U G 4/') G 3 4652 Navassa Lane Naples, FL 34119 /Sydney Blum 12950 Positano Circle, #208 3 Naples, FL 34105 ,/John F. Barlow, Jr. 4351 Gulf Shore Blvd. North Residence 19N, Le Rivage Naples, FL 34103 Agenda Item No. 9E January 13, 2009 Page 11 of 47 JGina Downs 386 Emerald Bay Circle o� Naples, FL 34110 P. Thomas Abraham 3693 Belair Lane �I Naples, FL 34103 Shannon Wayne Holland 519 Roma Ct. #3 -208 Naples, FL 34110 Leeanne W. Graziani 2861 Santa Barbara Boulevard Naples, FL 34116 Phillip E. Brougham 8587 Pepper Tree Way Naples, FL 34114 James Hoppensteadt 2150 Khasia Pointe Naples, FL 34119 William J. O'Connor 192 Silverado Drive Naples, FL 34119 Luis Alejandro Bernal 4220 Hampton Lane Naples, FL 34119 Thank you for your help. Agenda Item No. 9E January 13, 2009 MEMORANDUM Page 12 of 47 DATE: December 12, 2008 TO: Mike Sheffield, Assistant to the Co Manager FROM: Sue Filson, Executive Manager Board of County Commissions RE: County Government Productivity Committee As you know, we currently have 5 vacancies on the above - referenced advisory committee. A press release was issued requesting citizens interested in serving on this committee to submit an application for consideration. I have attached the applications received for your review as follows: Larry Baytos 252 Cheshire Way Naples, FL 34110 Jon W. Fay 4144 Skyway Drive Naples, FL 34112 Larry N. Magel 2000 Royal Marco Way Marco Island, FL 34145 Frank Zhou 4652 Navassa Lane Naples, FL 34119 Sydney Blum 12950 Positano Circle, #208 Naples, FL 34105 John F. Barlow, Jr. 4351 Gulf Shore Blvd. North Residence 19N, Le Rivage Naples, FL 34103 Gina Downs 386 Emerald Bay Circle Naples, FL 34110 Agenda Item No. 9E January 13, 2009 Page 13 of 47 P. Thomas Abraham 3693 Belair Lane Naples, FL 34103 Shannon Wayne Holland 519 Roma Ct. #3 -208 Naples, FL 34110 Leeanne W. Graziani 2861 Santa Barbara Boulevard Naples, FL 34116 Phillip E. Brougham 8587 Pepper Tree Way Naples, FL 34114 James Hoppensteadt 2150 Khasia Pointe Naples, FL 34119 William J. O'Connor 192 Silverado Drive Naples, FL 34119 Luis Alejandro Bernal 4220 Hampton Lane Naples, FL 34119 Please let me know, in writing, the recommendation for appointment of the advisory committee within the 41 day time -frame, and I will prepare an executive summary for the Board's consideration. Please include in your return memo the attendance records of the applicants recommended for reappointment. Please categorize the applicants in areas of expertise. If you have any questions, please call me at 252 -8097. Thank you for your attention to this matter. SF Attachments Agenda Item No. 9E January 13, 2009 Page 14 of 47 filson s From: audubull@comcast.net Monday, December 08, 2008 11:21 AM 0. filson s Subject: New On -line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)25241097 Application was received on: 12/8/200811:21:25 AM. Name: Ba o Home Phone: 924398 Home Address: b52 Cheshire Wa City: ale Zip Code: 411 Phone Numbers Fax: Business: &Mail Address: udubull(dcomcast.ne Work Place: Fetire How long have you lived in Collier County: ore than 15 Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County? ©e Board / Committee Applied for: roductivi Category: kegular membe Do you currently hold public offfice? �Currendv servine in second term on Productivity Committee. During 2008 served as Committee Clyurperso 111 go you currently or ever served on a Collier County Board or Committee? ®e Please list your community activities: Agenda Item No. 9E ommittee 1998 -1999 - Board President 2002- 2004 b. Tutor Literacy Council of Bonita Springs 2. National hi o area Not -Profit Organizations Board Director for various Professional, civic, hospital, charitabl ards (six in total over 20 vear period Ti cwarinnna• 1. Senior Vice President, Human Resources & Administration — Quaker Oats Company 30,000 em to ees ' Ive countries). Responsibilities included human resources management, coordinator productivity an verhead cost reduction programs, communications, headquarters building environmen m liance, employee health and safety. Member, Executive Committee, reporting to C.E.O.2. emen �onsulting Experience a. Ten years major consulting firms experience in organization design, corn ensatio nefits, diversity management (sample clients, American Bar Association, Sears, Northern Telecom_ Mea Paper) b. Chairman, Diversity Consultants Inc. Atlanta, Georg' —15 2 Her County Government 2008 Candidate Inforr Agenda Item No. 9E January 13, 2009 Page 16 of 47 Name: Larry Baytos Address: 252 Cheshire Way full time resident since 1995 Summary of Qualifying Experience 1. Current Involvement With Collier County Government Now serving as Chairman of the Productivity Committee. 2008 subcommittee involvement included Resources Study, Impact Fees, A.U.I.R. Seeking third term. 2. Prior Corporate Experience • Senior Vice President, Human Resources & Administration — Quaker Oats Company (30,000 employees in twelve countries) ■ Responsibilities included human resources management, coordinator productivity and overhead cost reduction programs, communications, headquarters building management, environmental compliance, employee health and safety. ■ Member, Executive Committee, reporting to C.E.O. • 3. Management Consulting Experience • Ten years major consulting firms experience in organization design, compensation, benefits, diversity management (sample clients, American Bar Association, Sears, Northern Telecom, Mead Paper) ■ Chairman, Diversity Consultants Inc. Atlanta, Georgia 4. Local Community Involvement ■ Audubon Country Club Foundation — homeowners association - Chairman, Developer Transfer Committee 1998 -1999 - Board President 2002- 2004 • Tutor— Literacy Council of Bonita Springs 5. Director, Not -for -Profit Organizations (national and Chicago area) Professional, civic, hospital, charitable (six in total over 20 year period) 6. Education & Other • MBA, Harvard Graduate School of Business • Published author of twenty professional articles and a book • Agenda Item No. 9E January 13, 2009 Page 17 of 47 filson s From: jon @napiesairinc.com Wnt: Monday, December 08, 2008 9:32 AM O: filson s Subject: New On-line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)252 -8097 Application was received on: 12/8/2008 9:31:39 AM. Name: on W Fa Home Phone: 39 403 4838 Home Address: 4144 S a City: ale Zip Code: 411 Phone Numbers Fax: 39 403 09711 Business: —I* -Mail Address: hon(a–)na lesamnc.con Work Place: ale How long have you lived in Collier County: ®1 Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County? ®e Board / Committee Applied for: lCounty Govt Productivity Committe Category: otindicate Do you currently hold public offfice? �o you currently or ever served on a Collier County Board or Committee? Ra Please list your community activities: resident Wing South Airpar Education: A Unuversi of Vermon President Travelers Ins Co , Vermont I have Air Inc, an aircra billion dollars of n 0 and and :s Air Inc Vermont 3 career was rITI Agenda Item No. 9E January 13, 2009 Page 18 of 47 r owner and ope hereIm Agenda Item No. 9E January 13, 2009 Page 19 of 47 filson s From: larryhideaway@aol.com knt: Thursday, December 04, 2008 9:21 AM : filson s Subject: New On -line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)252 -8097 Application was received on: 1214/2008 9:21:10 AM. Name: N. Mae Home Phone: 39- 642 -557 Home Address: 000 Royal Marco Wa City: azco Islan Zip Code: 4145 -180 Phone Numbers Fax: Business: 14- 772 -761 ail Address: harrvhideaN a rd!aol.co Work Place: Ke tire How long have you lived in Collier County: ore than 15 Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County? ®e Board / Committee Applied for: FroductiviW Category: of indicate Do you currently hold public office? ostal Advisory Committe —4 o you currently or ever served on a Collier County Board or Committee? 0 Please list vour community activities: (City of Marco Island- -Member Ad Hoc Financial Plannine Committee. Ad Hoc Electric Municivalizatiort Agenda Item No. 9E uhave desiY ed computer systems for companies such as Bell and Howell, Sara Lee, The City of Chicago an he Midwest Stock Exchange and I helped design the fast "Net Clearing System" used in the securitie ndustry. I was hired by a major Chicago law firm, and designed the fust automated Law Firm Accountin stem and after joining the Corporation Trust Company as Vice President, I migrated the system to a servic ureau operation processing the financial data of over 60 law firms nationwide. After ei t ears, I was w fired by one of my law firm clients as their Executive Director, and over the next 26 years I was the Chief No e al Operating Officer of several major law firms. My last position was with a large Wall Street firm with 75 ttome s, retiring after 23 years in 2001. 1 had responsibility for 1100 support personnel in all areas o nanagernent including finance, human resources, facilities, information technology, and strategic planning. nanaged both domestic and international operations in major financial capitals of the world. While my firrrJ was 21 st in size nationally, because of expense control practices I im lemented, it ranked 5th in profitability pe artner. I managed the construction of over 1 millions .ft. of offices ace, bringing all projects in "on time nnfil 'thin budeet ". I was elected a Fellow in the College of Law Practice Management in 19961 • • Agenda Item No. 9E January 13, 2009 Page 21 of 47 filson s From: frank @signsnownaples.com gent: Friday, November 21, 2008 11:14 AM o: filson_s Subject: New On -line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)252 -8097 Application was received on: 11/21/2008 11:14:09 AM. Name: Fr7 nk Zho Home Phone: ff 39- 784 -258 Home Address: 652 Navassa Lan City: ale Zip Code: 41 I Phone Numbers Fax: 39- 262 -0891 Business: 39 -261 -897 =Mail Address: frank(&si �nsnowna les.co Work Place: Si s Now Na le How long have you lived in Collier County: P1 Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County? ©e Board / Committee Applied for: ounty Government Productivity Commi Category: otindicate Do you currently hold public office? 0o you currently or ever served on a Collier County Board or Committee? lease list your community activities: R was on the board of a Homeowners Association in Tamna. served as the Treasurer for 2 Years. I was also orA Agenda Item No. 9E January 13, 2009 e board of Naples Entrepreneurs Worksho , served as the Treasurer for 2 years.1 Page 22 of 47 De or, CO BS in Computer Science in Engineering from the have served as a manager (with over $2 million budget) in Information Technology field for over 10 oth in the healthcare industry and the property and casualty insurance industry. Now I am an owner c • r1 U Agenda Item No. 9E January 13, 2009 Page 23 of 47 filson s From: coolinsyd@yahoo.com �ent: Thursday, November 20, 2008 6:07 AM o: filson s Subject: New On -line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)252 -8097 Application was received on: 11/20/2008 6:07:02 AM. Name: dne bl Home Phone: 39- 825 -761 Home Address: 112950 positano cir. #20 City: ales fl. Zip Code: 4105 Phone Numbers Fax: Business: — *Mail Address: 'oolinsvd]c vahoo.com Work Place: etire How long have you lived in Collier County: ore than 15 Have you ever been convicted of any offense against the law? PNOI Are you a registered voter in Collier County? ©e Board / Committee Applied for: roductivi Category: of indicate Do you currently hold public offfice? roductivity, licensin �o you currently or ever served on a Collier County Board or Committee? E9 Please list your community activities: esume on file, board member 5 years, member of the mon Agenda Item No. 9E January 13, 2009 Page 24 of 47 Education: achelors de e Sk erience: usiness owner, since 1991 f� • Agenda Item No. 9E January 13, 2009 Page 25 of 47 filson a From: johnbarlow@iedvage.net Dent: Wednesday, November 19, 2008 9:19 PM o: filson s Subject: New On-line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)252 -8097 Application was received on: 11/19/2008 9:18:45 PM. Name: [John F. Barlow JrJ Home Phone: 39- 649 -638 Home Address: 351 Gulf Shore Blvd. North Residence 19N, Le Riv City: ale Zip Code: 4103 Phone Numbers Fax: 39 -649 -637 Business: 39- 250-9101 %Mail Address: kohnbarlow(a)leriva ge.ne Work Place: e How long have you lived in Collier County: ore than 15 Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County? ©e Board / Committee Applied for: Productivity Committed Category: of indicate Do you currently hold public ofHice? Productivity Committee Affordable Housing Advisory Committed —4 o you currently or ever served on a Collier County Board or Committee? Pe Please list your community activities: .O.M.E. Inc. a non -profit that buys, rehabilitates and resells foreclosed houses to it families ollier County. I am the Vice President of Real Eatate. Education: JB.S. Business Administratic em le Terrace, Florida in Ex erience: resident and CEO Safelite • LI President and not Florida Auto Agenda Item No. 9E January 13, 2009 Page 26 of 47 Viet Nam war Agenda Item No. 9E January 13, 2009 Page 27 of 47 filson s From: gdowns0l @comcastnet �ent: Wednesday, November 19, 2008 5:59 PM o: filson s Subject: New On -line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)252 -8097 Application was received on: 11/19/2008 5:58:35 PM. Name: ma Down Home Phone: 39- 254 -067 Home Address: 1386 Emerald Ba Circl City: ale Zip Code: 411 Phone Numbers Fax: 39- 596 -06 Business: 39- 269 -2661 *Mail Address: adowns0l (Yc_o_mcast.ne Work Place: etire How long have you lived in Collier County: Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County. ©e Board / Committee Applied for: Productivity Committe Category: of indicat Do you currently hold public offfice? roductivi Committed �o you currently or ever served on a Collier County Board or Committee? ©e Please list your community activities: irector, Citizens Transportation Coalitio Agenda Item No. 9E January 13, 2009 Page 28 of 47 Education: ame as befor Oz erience- ame as befor 0 Agenda Item No. 9E January 13, 2009 Page 29 of 47 Filson s From: tabraham@mossemail.com rnt: Wednesday, November 19, 2008 3:23 PM o: filson s Subject: New On -line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)252 -8097 Application was received on: 11/19/2008 3:23:15 PM. Name: P. Thomas Abraham Home Phone: 3972634554 Home Address: 13693 Belair Lan City: ale Zip Code: 4103 Phone Numbers Fax: Business: 39 -206 -635 *Mail Address: tabrahamratmosseman.co Work Place: Moss & Associate How long have you lived in Collier County: 6ore than 15 Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County? ®e Board / Committee Applied for: Productivity Committe Category: of indicate Do you currently hold public offfice? Do you currently or ever served on a Collier County Board or Committee? Please list Your community activities: (Board of Directors Greater Naples Chamber of Commerce, now in Year 3. Former member of CBIN Agenda Item No. 9E January 13, 2009 Page 30 of 47 urrentl Vice President Operations at Moss & Associates, a Construction manager/General Contractor ranke 3 in the state. Since October 2007. Former C.O.O., Sr. Vice President of Kraft Construction, 1991 -2007 ed # 4 in the state. Left the firm after Mr. Carsello retired. 1975 -1991: VP of Wright Construction, Sr.P MI Construciton, PM HD Rutledge Construction. All firms in Lee County. Through out my 34 year career i outhwest Florida, the last 19 here in Collier County, I have been responsible for laze groups of peo le, a .mes up to over a dozen projects to oversee/supervise, numerous clientslowners to satis , dozens o ubcontcactorsivendors to manage, and millions of dollars of someone else's money to utilize in a oductiv d economical manner. I love Collier county, and would consider it a privilege to be consider fora position o e Productivity Committee. I have no interest in running for public office, as the press for example are not ve air to anyone that believes in helping their fellow citizens by ettin involved in public office. But workin ih our elected officials has been somedung I always wanted to do, but never had the opporturnty to do so. ank you. Tom Abrahar • • Agenda Item No, 9E January 13, 2009 Page 31 of 47 filson s From: hvpi9l@yahoo.com ant: Friday, November 07, 2008 9:32 AM o: filson s Subject: New On-line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)252 -8097 Application was received on: 11/7/2008 9:31:44 AM. Name: hannon Wayne Hollan Home Phone: 39- 628 -9583 Home Address: 1519 Roma Ct #3 -20 City: ale Zip Code: 411 Phone Numbers Fax: Business: 39- 732 -3611 WMail Address: hypi9l ahoo.co Work Place: achovia Securitie How long have you lived in Collier County: 1©- Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County? ye Board / Committee Applied for: Productivity Committe Category: Do you currently hold public offfice? —� o you currently or ever served on a Collier County Board or Committee? Please list vour community activities: (Active member of the Chamber Action Committee. Liason for the committee in Dlannine our activitieaff=z &d Agenda Item No. 9E 9 the Chamber Golf Committee - contacted local Golf C3 7 e 5750) donated by three of the courses as prizes for the event COLLEGE OF WILLIAM AND MARY, Williamsburg, Virginia Master of Business Admrnistranorg ee Concentration in Finance & Accounting August 1998 - May 2002 OLD DOMINION UNIVERSITY olk, Virginia Master of Engineering — Civil/Environmental Engineering August 1995 - December 199 3INIA POLYTECI•INIC INSTITUTE AND STATE UNIVERSITY, Blacksburg, Virginia Bachelor o in Geography August 1987 - May 1991 ancial Advisor - Wachovia Securities, Naples, Florida July 2007 - Present • Conduct in -depth reviews nits' financial circumstances, current provision and future aims. • Analyze information and prepare pla ed to individual clients' requirements. • Design financial strategies. • Provide clients with information i and existing products and services. • Assist clients in making informed financial decisions. • Liaise i ,r professionals, such as CPA's, estate agents and insurance agents to ensure client's total financial pi onsistent. Senior Analyst - CAO, Wachovia Securities, Richmond, Virginia January 2006- July 2007 raged project management resources from the CAO's office, initiating meetings with key stake holde itify metrics relevant to the overall execution of Wachovia Securities Strategy. • Review the Balanced recard data collection and storage process to evaluate additional opportunities for improved producti� •eased accuracy and timeliness of reporting. • Manage third party vendors providing support toward ul raced scorecard documentation, facilitating metric discussions, and directing appropriate changes tol rease processing time due to a streamlined interface. • Educate/mentor a Performance Management Ti nber on the structure of the metrics and how they are created within the application and roll up to det< overall performance toward a goal. Senior Analyst - BSG, Wachovia Securities, Glen Allen, Virgin uary 2004- January 2006 • Assisted BSG Leadership team in achieving an $8.6 million, or 12 %, favor get variance, managed and led team that developed 2005 budget of $110M and, enhanced and stream uagement reporting process to save both staff time and production costs while allowing for more anal, ively managed the early termination of fifteen interim service agreements resulting in an annual redlu enses totaling $2.5 million. • Developed critical analyses which resulted in "insourcing" 1099 proses: in $2 million annually. • Renegotiated an interim service agreement which provided WSLLC with a r e more beneficial to the company) and the removal of a pending request for $1.3 million o abursement that was proven to be unfounded. • Initiated an IT fixed asset review to verify the comes .sing of assets and associated expenses, completed a cost allocation model for Securities Lending. An 3, Wachovia Securities, Richmond, Virginia June 2002- January 2004 • Evaluated 97 vendors resulth roximately $0.5 million in savings for 2002; approximately $1.3 million savings for 2003; an roximately $150,000 for 2004. • Managed and developed a monitoring process to track and reque .....�ti..., ..F7n :rdn"m T.71 million • pin,m an inctn,mental mlr in develr e due dili ence and "re" due diligence revenue and ex projections specifically relating to the merger 1 ud et. • Enhanced Excellence First processing of compliments, complaints, andsuggestions saving 400 hourA f processing and 16,000 report es annually. • Managed the development of 21 business cases evaluatingth nomic effects of over $100 million in new technology projects. • Re nsible for the transfe of a le ac cc database to SQL database format for increased flexibility in reporting and elimination of da dundanc . Project Engineer, URS Corp., Virginia Beach Virginia June 2000 -June 2002 June 2000 -Jun 002 Formulated numerous models to identify and develop a $40 million dollar Ca ital Ira rovemen [Program. Mentored staff members on the use of various analytical models. Staff Engineer, Wool rt V' 2 __ ,9 Agenda Item No. 9E each, Virginia March 1999 - June 2000 Developed contract documents enabling client to f construction needs through competitive bids. Wrote contract documents and created cost eve eve loped an extensive s adsheet reducing data analyses time by 30 percent Staff Engin hue and Jernigan, Newport News, Virginia May 1997 - March 1999 Developed detailed h' hich resulted in the identification of numerous Capital Improvements Projects for our clie lanner, Aetna Insulated Wire Company, Virginia Beach, Vir ' 'a March 1993 - July 1996 ndnctinn fnr thirteen work centers. annroximately $2 million a month. and coordinated th 7 Mn E Nov 05 08 03:56P Leeanne Graziani Leeanne W. Graziani, CPA/JD November 5, 2008 BY FACSIMILE: 252 -6406 (5 pages) Agenda Item No. 9E January 13, 2009 239 -348 -7746 Page 314047 1924 Santa Barbara Blvd., Suite #1, Naples, FL 34116 role- 239.349.7741 Fax - 239.349.7746 leeannegraziani@earth link.net Ms. Sue Filson, Executive Manager Ms. Donna Fiala, Chairwoman, Productivity Committee Board of County Commissoners 3301 East Tarniami Trail Naples, FL 34112 Re: County Government Productivity Committee • Dear Ms. Filson and Ms. Fiala: Attached please find my application and resume for the County Government Productivity Committee. I understand there is a current opening as well as several terms up for renewal in February 2009. Please be advised that I have an eminent domain matter that is currently pending with Collier County. I believe that the insight I have gained in county operations throughout this process, including but not limited to, participation in community workshops, negotiating directly with county department personnel, attendance at and review of video recordings of numerous BCCC meetings, review of county budgets, etc., could be beneficial in service on this Committee. Further, my financial experience and background, including recent coursework in governmental budgeting and accounting, may also be beneficial to the Committee. Should the Committee determine that my pending eminent domain matter is not a conflict (or if the eminent domain matter is otherwise resolved), I would look forward to serving on this advisory committee. Please feel free to contact me if you have qucstions. Best regards, Leeanne W. Graziani, CPA/ • Nov 05 08 03:SBp Leeanne Graziani • 11 _• Application for County Government Productivity Committee Name and Home address: Leeanne W. Graziani 2861 Santa Barbara Blvd. Naples, FL 34116 Cell Phone: 595 -5420 Business Phone: 348 -7741 Business Fax: 348 -7746 Email: leeannegrraziani(aearthlink.net Agenda Item No. 9E January 13, 2p09 239 - 348 -7746 Page ft'0 47 Place of Employment: TB& W Enterprises of South Florida, LLC Leeanne W. Graziani, CPA/JD (consulting & tax practice) Collier County residence: November 1997 Convicted of any offense against the law? No Registered voter? Yes Board of Committee Applied for? County Government Productivity Committee Currently hold public office? No Serve/have served on Collier County board of committee? No Community activities and positions held - See attached resume Education — See attached resume Experience/background — See attached resume L Nov OS 08 03:56P eeanne Graziani Agenda Item No. 9E January 'LL3, J009 239 - 348 -7746 Page�36of47 . LEEANNE W. GRAZIANI, CPA/UD 1924 Santa Barbara Boulevard, Suite #1, Naples, FL 34116 Tale — 239.348.7741 Fax — 239.348.7746 leeannegraziani@eardilink.net PROFESSIONAL EXPERIENCE CREATIVE BUSINESS SOLUTIONS OF NAPLES, Naples, FL 2003 — Present LEEANNE W. GRAZIANI, CPA, Naples, FL 2003 — Present Position: Independent Consultant / CPA — Tax, Real Estate Development and Business Advisory Services • Assist small business owners with evaluation of business opportunities and current business practices for increased revenue opportunities. • Provide tax planning and compliance services for owner - managed and public companies. • Managed and successfully resolved multi -year IRS exam for mid -size publicly - traded corporation resulting in $22 million in federal income tax refunds as well as coordinated state tax exams, net operating loss carryback claims and state qualification /licensing withdrawal during entity's reorganization. • Consulting clients include commercial real estate development and leasing, retailers and franchisees, and specialty finance companies. •TB &W ENTERPRISES OF SOUTH FLORIDA LLC, Naples, FL 2003 — Present Position: Manager Member — Real Estate Development Manage all financial and legal aspects of this real estate development company, including negotiating contracts, drafting partnership/JV agreements, conducting due diligence for determining best and highest use for property, and procuring entitlements such as annexation, historical designation, zoning /land use changes and development orders. Completed projects include zoning changes and /or development orders for retail shopping plazas, office buildings, convenience store /gas station /car wash, and multi - family housing. Coordinated efforts of partner group, attorneys, engineers, local elected officials (City of Sebring), and local /state agencies (Highlands County /FL Dept of Community Affairs) to achieve desired results. UNION ACCEPTANCE CORPORATION, Bonita Springs, FL 1997— 2003 Position: Vice President of Tax Administration and Corporate Secretary • Managed tax consulting and federal consolidated and multi -state tax compliance process. Managed state qualification and licensing for parent company and subsidiaries. • Responsible for annual proxy statement and Section 16 reporting person activity. • Responsible for corporate books and records, including board minutes and resolutions. Implemented and administered employee stock purchase and incentive stock option plans, including conducting employee education seminars. • Established and managed Florida office for Midwest -based specialty finance company. • Nov 05 09 03:57P Leeanne Graziani Agenda Item No. 9E January ,009 239 -348 -7746 Page fof47 • ERNST & YOUNG LLP, Indianapolis, iN 1995-1997 Position: Tax Manager, Entrepreneurial Services Group Tax consulting and compliance for owner - managed and public companies. • Obtained law degree and passed Indiana bar exam while working full time. KPMG LLP, Indianapolis, IN 1991-1995 Position: Tax Manager • Tax consulting and compliance for owner - managed and public companies. • Responsible for producing 1994 Indiana Inbound Investment Study of international companies investing in Indiana. • Completed CPA course requirements and passed Uniform CPA exam in one sitting while working full time. NATIONAL REGISTER, Indianapolis, IN 1990-1991 Position: Professional Recruiter • Established recruiting program for accounting professionals and sales professionals. • Recognized as a top -5 producer for this national firm within five months of hire. CHRISTOPHER, SMITH & GENTILE CPAs, Bradenton, FL 1990-1990 Position: Marketing Director and Paraprofessional • Developed and implemented firm's inaugural marketing plan and firm publications. • Prepared financial statements and individual and entity tax returns. RINEY, HANCOCK & CO. CPAs, Owensboro, KY 1987-1990 Position: Marketing Director and Paraprofessional • Developed and implement firm's inaugural marketing plan and firm publications. • Prepared financial statements and individual and entity tax returns. RUNYON & RUNYON ATTORNEYS, Clarksville, IN 1985-1987 Position: Legal Secretary • Worked directly with City Attorney in drafting legal documents and managing case files. • Responsible for office management and client billing. EDUCATION J.D., Indiana University School of Law, Indianapolis, IN - recipient of Outstanding Tax Student award B.S., Business Administration, Southwest Baptist University, Bolivar, MO PROFESSIONAL DESIGNATIONS Certified Public Accountant, State of Indiana — 1992; State of Florida - 2D04 • Admitted to Practice of Law, State of Indiana — 1996 Licensed Real Estate Sales Associate, State of Florida — 2004 Agenda Item No. 9E 239- 348 -7746 January 163,�2009 Nov OS 08 03:57p Leeanne Graziani Page 38 of 47 . CONTINUING EDUCATION Completed 3 of 4 courses (40 hours per course) and portfolio requirements for CCIM Designation (Certified Commercial Investment Member) in commercial and investment real estate PRESENT AND PAST MEMBERSHIPS Florida Institute of Certified Public Accountants Naples Area Board of Realtors and Florida Association of Realtors Indiana CPA Society — former member of Tax Institute Committee American Bar Association and Indiana Bar Association National Association of Stock Plan Professionals American Society of Corporate Secretaries COMMUNITY INVOLVEMENT Sunday School Teacher, New Hope Ministries, Naples, FL Former Board Member, Logan Woods -Santa Barbara Civic Association, Naples, FL Former Parent Liaison, Tough Tennis Academy, Naples, FL Former Volunteer, RCA Tennis Championships, Indianapolis, IN Former Volunteer, Big Sisters of Central Indiana, Indianapolis, IN 0 PERSONAL AND PROFESSIONAL REFERENCES AVAILABLE UPON REQUEST 0 Agenda Item No. 9E January 13, 2009 Page 39 of 47 filson s From: pbrougham(Qearthlink.net Wnt: Sunday, November 16, 2008 5:50 PM o: filson_s Subject: New On -line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)252 -8097 Application was received on: 11/16/2008 5:49:39 PM. Name: Phillip E Brough Home Phone: 39- 793 -5671 Home Address: 18587 Pepper Tree Wa City: ale Zip Code: 411 Phone Numbers Fax: Business: 9-Mail Address: brou hamO..eanlilink.ne Work Place: hetired since 1999 How long have you lived in Collier County: ®1 Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County? ©e Board / Committee Applied for: [County Government Productivity Committe Category: of indicate Do you currently hold public offfice? Ye Member of Floodplain Management Planning Committee since 2006 —0 Do you currently or ever served on a Collier County Board or Committee? ©e Please list vour community activities: [President Pepper Tree Village Association (HOA) since 2000: Supervisor and current Chair of Fiddler's Creeld Agenda Item No. 9E 2009 of 47 Iowa State University majoring in Geology. Numerous management, financial & five year career in Information Technology Management with International -ation. Responsible for European and Caribbean Information Technology O invl• Managed and directed a staff of 150 professionals. Responsible for all world • • 2 and monitored for Agenda Item No. 9E January 13, 2009 Page 41 of 47 filson s From: jimh @pelicanbay.org ent: Monday, November 03, 2008 6.24 PM o: filson s ubject: New On -line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)252 -8097 Application was received on: 11/3/2008 6:24:00 PM. Name: Oarnes Hoppenste ad Home Phone: 39- 514 -762 Home Address: 150 Khasia Pointe City: Raphe Zip Code: 411 Phone Numbers Fax: 39 -597 -692 Business: 39 -596 -618 "'.Mail Address: 'imh elicanba .or I-& Work Place: Pelican Bay Foundation, Inc. How long have you lived in Collier County: Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County? 0 Board / Committee Applied for: Oroductivity Committe Category: Rot indicate Do you currently hold public offfice? Do you currently or ever served on a Collier County Board or Committee? Tease list your community activities: Ereater Naples Chamber of Commerce — Board of Directors; Co -Chair Greater Naples Chamber of Commerc Agenda Item No. 9E 13, 2009 ucation Committee; 2009 Leadership Collier; Education Foundation — Connect Now — Comm . 42 of 47 nversation facilitator; Naples Optimist — Basketball Coach; Junior Achievement — Corporate Volunteer• outh Shore Women's Center — 'Chan Golf S nsorshi Chairman; Plymouth Visitor Services - Board o irectors; Plymouth Area Visiting Nurse / Cranberry Hospice - Board of Directors; Outstanding Communi ervice Award — Plymouth Chamber of Commerce; Plymouth Economic Development Foundation — Trustee - outh Coastal Workforce Investment Board - Board of Directors; Plymouth County Visitor and Conventio ureau — Board of Directors; Plymouth Area Chamber of Commerce — Board of Directors; United Wa am ai n — Section Chair, Pima County Business Partnership with Education — Trustee; FL Committee fo lEmployment of the Handicapped — Founding Member - Governor's Committee; Rotary Club Internation Education: 1977 -1981 DePauw University, Greencastle, IN B.S. Psychology/Business Administratio Ez erience n,,,,.,�r M _ Pn cP t PPlip.an Ray Fnundation_ Nantes_ FL — President. Chief Ooeratine Officer Pelican Bay i vate communi located 'ust north of N les, FL. The communi is corn rised of 93 resiominium and homeowner associations. Pelican Ba is also home to seventeen commercial entities din the Philharmonic Center for the Arts, the Ritz - Carlton, Waterside Sho s, numerous restaurants, retai s, banks, office buildin s, two additional hotels, a oce store, a coup ark, coup beach access i arki th surface, as well as a e , a church, and all three emer enc service roviders. Th dation, which is the master homeowners' association re esentin all of the above, also o rates two j urant corn lexes; two tennis corn lexes; a communi center housin a fitness center ation/emichment rooms, and function rooms; a tram rtation stem; an extensive beach i ; and canoein , sailin , and beach fitness facilities. The Foundation owns over 80 acres of lanidin for the above, 2 leisure arks, and over 2.5 miles of berm aths and boardwalks. Pelican Ba h t 6,478 residential units, accounting for more than 13,000 residents seasonally. Pelican Bay has a tax bas f $5.86 billion, and an operating budget of over $12 million. April 2004 — August 2006 Fairmount Coun lub, Chatham, NJ — General Manager Private, equity country club offering full golf, tennis, swim, and soci nograms, activities and services. October 2001 — April 2004 H &K Associates, Plymouth, MA — Gen yfanager, Director of Hotel Acquisitions Managed the 175 -room, full- service, waterfront Radisson Hotel 3lymouth Harbor and the 1400 -seat performance auditorium, Memorial Hall in Plymouth, MA. April 1999 October 2001 Old Oaks Country Club, Purchase, NY — General Manager Exclusive, 80 ear -old, country clu in Westchester County, New York. May 1998 — April 1999 Value Properties, New York, NY — Vice President, General Manager Acquired and ran the 1,143 room Concord Resort Hotel in the Catskill region of New Yor until sold to investors. July 1981 — May 1998 ITT Sheraton Corporation — Multiple Positions - � Re 'on Director of Operations ITT Sheraton Boston, MA July 1993 — May 1998 � Resort Manager Sheraton E Conquistador Tucson, AZ 1988 — 1993 Also held positions as Rooms Division Mana er, Sheraton E Conquistador Tucson, AZ 1987 — 1988; Sales Manager, Sheraton St. John's Place Jacksonville, FL 1985 1987; Director of Human Resources, Sheraton St. John's Place Jacksonville, FL 1984 —1987; Personne Manager PGA National Golf and Tennis Resort Palm Beach Gardens, FL 1982 —1984; Management Traine Sheraton Ritz Minneapolis, MN 1981 — 1982 Professional Activities- State licensed Community Associatio ana er C Certified Manager of Community Associations CMCA , Certified Hotel Adminisrrato CHA with the American Hotel and Motel Association. Naples Community Emer enc Res nse T CER member. Recognized for perlbrmappe by ITT Sheraton with an ITT Ring of Quality award (1996), th T Sheraton President's Award for Outstanding Performance 1990), the ITT Sheraton Chairman's Award fo ooms Division Achievement (1988), and the ITT Sheraton President's Award of Excellence for Hum Agenda Item No. 9E ?009 if 47 F .—S Agenda Item No. 9E January 13, 2009 Page 44 of 47 Filson s From: wjo@sk=pa.com Sent: Friday, October 31, 2008 1:40 PM *o; filson s bjeet: New On-line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiami Trail Naples, FL 34112 (239)252 -8097 Application was received on: 10/31/20081:40:03 PM. Name: fWilliarn J. O'Conno Home Phone: E 39 -354 -0871 Home Address: 1192 Silverado Driv City: ale Zip Code: 5411 Phone Numbers Fax: 39- 262 -218 Business: 39- 262 -017 Mail Address: 'o i slocc a.com Work Place: jSwope, Lamberson & Charbonneau P.A. How long have you lived in Collier County: ore than 15 Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County? ©e Board / Committee Applied for: Productivity Committ Category: otindicate Do you currently hold public office? Do you currently or ever served on a Collier County Board or Committee? list your community activities: esident Red Cross of Collier Countv Current Treasurer & Board Member- Naples Alliance for i 40 Agenda Item No. 9E Past Southwest Florida Alumni Association Various 11-CM Xavier University M Ed Xavier University Various accounting courses- of Collier County since 1973 Assistant Finance Director -City of Naples CPA since 1 artner Swope Lamberson O'Connor & Charbonneau P.A. Currently employed- Swop icau P. A. Former Vice President of Finance- Krehling Industries Former Adjunct Prc N Agenda Item No. 9E January 13, 2009 Page 46 of 47 filson s From: Luis @LuisBemalConsutting.com Dent: Thursday, October 30, 2008 3:18 PM p: filson_s Subject: New On -line Advisory Board Application Submitted Advisory Board Application Form Collier County Government 3301 E. Tamiamj Trail Naples, FL 34112 (239)252 -8097 Application was received on: 10/30/2008 3:18:15 PM. Name: uis Alejandro Bern Home Phone: 39-254 -855 Home Address: k220 Hammon L City: a les, F Zip Code: 41 I Phone Numbers Fax: 39 -877 -768 Business: 39 449 -809 !Mail Address: .uis'a�LuisBernalConsultin --T.con Work Place: Olobal Professional Service How long have you lived in Collier County: Have you ever been convicted of any offense against the law? Are you a registered voter in Collier County? ©e Board / Committee Applied for: e Collier County Government Productivity Committe Category: of indicate Do you currently hold public offrice? s anic Affairs -A_d_Y_i;Dry Boaz �Do you currently or ever served on a Collier County Board or Committee? ©e 'Please list your community activities: for Hispanic Business Agenda Item No. 9E JantiaQf 13 200,c) W—filiated to the Greater Naples Chamber of Commerce. * Named Volunteer of the Year for Hisplogo Ehdiii 007 b the Greater Naples Chamber of Commerce. * Small Business Adviser, worldn fora position fandec the Small Business Development Center -FGCU- and the Economic Development Council of Collie oun . * Columnist on Public Policies, Business and Economy either in English and Spanish for suc ublications as "Business Currents ", "Vista Semanal" and "D'Latinos Magazine". * Member of the 200 xecutive Leadership Class held by the Leadership Institute and Hodges University. * Member of the Steerir .nmmittee of the Hisnanic Institute at Hodees Universitv. Education: Fxnerience: * Evaluation Consultant for International Projects in such areas as: Government Modernization, Electron Government, Regional Development, Public- Private Partnerships. * External consultant for organizations sue as the United States Agency for International Development USAID, United Nations the Inter -Americ Development Bank and the International Labor Organization. * Top level government consultant for Econorm ectoral and Regional Development in areas such as Manufacturing, Commerce, International Trade an ,Tourism. * Featured speaker for national conferences of the American Evaluation Association 7