Amended Agenda Item 10A-Charter Review Comm.CITY OF ATLANTIC BEACH
CITY COMMISSION MEETING
AMENDED AGENDA ITEM# lOA
APRIL 14,2014
AGENDA ITEM: Charter Review Committee
SUBMITTED BY: Carolyn Woods, Mayor
DATE: April 7, 2014
BACKGROUND: The City's Charter serves as the City's fundamental governing document
and outlines certain authority and restrictions the City has over municipal
affairs. A review of the State laws, regulations and considerations for City
Charter reviews has been prepared by our City Attorney and is included
as reference.
Charge:
Our City Charter was last reviewed and updated by vote, as required, in
August 1993. There have been a few changes to certain sections over
the years, of note to our voting districts and timing of the election cycle.
However, there have been many societal, economic and technological
changes in the past two decades that warrant new consideration of how
we govern and are governed.
This concern has been echoed during the past few years in Town Hall
meetings, Commission meetings and during the election cycles. A variety
of citizens have expressed an interest in having a review preformed with
specific items of concern mentioned including, but not limited to, the
need for a City Mission Statement, incorporation of more open
government policies, and protections of our neighborhood parks.
Please note that no changes can be made to the City's Charter
without the vote of the people. To this end is a proposal for the
formation of a Citizen Charter Review Committee.
The Committee is tasked with conducting a comprehensive review of the City's
Charter. The purpose of the Committee is to evaluate the Charter and make
recommendations to the Commission. The Committee is authorized and empowered
to conduct a comprehensive study of any or all phases of the City government. The
Committee will be as self-sufficient as possible, performing their own research, taking
their own minutes and dictating their own schedule, with aid and guidance provided by
the City Attorney and insight from all Department Heads. Each member shall first
review completely the current Charter before the first Committee Meeting.
Membership:
Size -7 members
• Appointments The following citizens are known to be very thoughtful, studied
and of serious intent for the task at hand and may be considered for
appointment to the Committee.
Dr. Joan Carver
Mr. David Vincent
Mr. Donald Wolfson
Mr. Tom Goodrich
Dr. Mark Tomaski
Ms. Judith Leroux
Ms. Kathy Carithers
Ms. Sally Clemens
Mr. Mike Barno
The Mayor shall appoint two members, each Commissioner shall appoint one
member, and the Commission as a group shall appoint the final member for a
total of seven (7) members.
All members shall be chosen from applications received by the City Clerk as of
April4, 2014.
• Committee Structure -The members shall elect among themselves a
Chairperson, a Vice Chairperson, and a Secretary to take the minutes of each
meeting. All members must be Atlantic Beach residents. The Committee shall
determine its own schedule.
Referendum:
By ordinance, the recommendations adopted by the City Commission, in accordance
with Florida Statute, will be placed on an upcoming ballot for voter approval. Based
upon this ballot requirement, the City Commission may decide to propose one
amended Charter, or propose individual amendments, which ask the citizens of the
City of Atlantic Beach to approve or reject each amendment. Either method of
amending the Charter requires ballot language to be submitted to the Duval County
Supervisor of Elections, in accordance with the following deadlines for the 2015
elections: a.) May 18, 2015 for the August 25th Primary Election; or b.) August 28,
2015 for the November 3rct General Election.
Committee Meetings:
Charter Review Committee meetings are required to allow for public comment and
input from the community at each publicly noticed meeting. Considerations should be
viewed in the context of protecting and promoting the general health, safety and well-
being of the citizens of Atlantic Beach. Meetings should follow Robert's Rules of Order.
The Charter Review Committee shall ask for input from each of the City's Department
Heads, including the Chief of Police. Time should be allowed for the Department
Heads to do their own research and present to the Committee separately.
Timetable and Sunset Provision:
• Meetings -The dates and times of the meetings are to be determined by the
committee with the first meeting to take place within 2 (two) weeks of the Committee
approval.
• Sunset Date-This Committee shall make a written report to the Commission six (6)
months after its first meeting. Committee duration may be extended up to two (2)
months, as needed. Sunset will be automatic with the Committee's Final Report to the
Commission.
BUDGET: Any anticipated costs are comprised of staff time.
RECOMMENDATION: Appoint the Charter Review Committee as charged.
ATTACHMENTS: 1. Charter Review Memorandum by Richard Komando March 11, 2014
2. Board I Committee Member Applications
To:
Fr om :
Date:
Re:
Issue:
MEMOnANDUM
City of Allantic Beach Com mi ss ioners
Richard K.omando
April 8, 20 14
Charter Review
AMENDED AGGNDA ITEM H 1M
APRil, 14,2014
What procedura ls steps should be followed for the City of Atlantic Beac h to review any
potential Cha rt er revisions?
Bacl<ground Information, A pplicable C luu·ter P•·ov isions and Florida Statutes~
Section 1 of the City of Atlantic Beach Ordin ance Number 2 8-93-3 was ado pted on
Aug ust 23rd, 1993, and a new Cha rter was adopted which amended and repealed all former
C ha11e r provisions. The cu rrent Chalie r was app roved at an election he ld on Oct obe r 5, 1993.
Th e former Charter derived from Chap ter 57-1126 of Lh e 1957 Laws of Flor ida .
Section 166.03 1, f lorida Statu tes titl ed, "Charter ame ndm ents," reads as follows:
(I) The govern in g body of a municipality may, by ordin ance, or the electors of a
muni cip alit y may , by petition signed by I 0 pe rcen t of th e regi ste red e lectors as of the last
preceding municipal ge nera l election, s ubmit to the e lec tors of sa id mun icipality a
propo sed amend ment to its charter, wh ich amendm ent may be to any pa rt or to all of sa id
charte r except that part desc ribing the bo und ari es of such mun icipality. The gove rnin g
body of th e municipality s hall place th e pro posed a mendment <.:ontained in the ordinance
o r petit ion to a vo te of the electors at t he nex t genera l election held within the
mu nicipa lity or at a spec ia l e lec ti on ca ll ed for such purpose.
(2) Upon ado ption of an amendment to the c harter of a municipality by a majorit y of
the electors voti ng in a referendum upo n s uch amendm ent, the governing body of sa id
munici pal ity s hall have the amendm ent in co rporated into the c harter and s hall file the
revised chatter wi th th e Department of State. All such ame ndm ent s are effective on the
date s pec ifi ed therein or as oth e rw ise pr ov ided in the charter.
(3) A municipality may a me nd its chart er pursuant to t his secti on notwith stan din g any
cha rt er provisions to th e co ntra ry. Thi s sectio n shall be s upplemental to the prov isions of
a ll ot her laws re latin g to th e amendmen t of municipal charte rs and is not intend ed to
dimini sh any su bstantive or proced ural powe r vested in any muni cipa lity by pres ent law.
A municipality may , by ordinance and wi th out referendum , redefin e it s boundaries to
Pa ge I
1\MENDI:O AGr!NIJA ITEM II lOA
APRIL 14, 20 14
inclu de only th ose lands previou sly annexed and s hall fil e said red efiniti on with the
Departmen t of State pur s uant to th e prov is ions of sub sec tion (2).
(4) There sha ll be no re stri ctions by th e municipality on any employee 's or empl oyee
gro up 's po li tica l activi ty, whil e not worki ng, in any refe rendum chan gi ng emplo yee
r ig ht s.
(5) A mun icip alit y may , by un animous vo te of the governjng body, a bolish municipal
depa rtm ents provided fo r in th e muni cipal charter and amend provision s or lang uage out
of th e charter which has been judicially construed, e ithe r by judgment or b)' binding lega l
precede nt from a decision of a court of las t reso rt, to be contrary to eith er th e S tate
Co nstitut ion or Federal Constitut ion.
(6) Eac h municipality sha ll , by ordin ance or charter p rovision , provid e proce dures for
filling a vaca ncy in office caused by deat h, resignation , or remo va l fro m office. S uch
ord inanc e or charte r provi s ion shall a lso pro vid e procedures for fillin g a vaca nc y in
candidacy cau se d by dea th , withdrawa l, or re mova l from the ball ot of a quali fied
candidate following th e end of the qu a lifyin g period whi ch leaves fewe r th an two
candidat es for an office.
Practical Cons iderations :
S in ce th e last Charter rev is ion s in 1993 , the pop ulation ofthe City of Atlanti c Beach has
grown a pprox imately 6. 7%.1 Over the pas t tw enty -on e years, we have rea li zed c hanges in th e
economy, increased use of tec hn o logy and an improved awa ren ess of our env ir on ment and its
protection. These changes and nume rou s oth e rs may from tim e to time require a rev ie w of h ow
th e City's gove rnm ent functions. Unde r Home Rule auth ority, a Chart er is s imil ar in co n cept to
a local con stitut ion which provides broad guidance and a uth ority to our leaders and citi ze ns.
Proposed Process:
1 . The Ci ty Commi ss ion may fir st wish to dec id e if the c utTent tim e is approp riate for
Cha rt er Rev iew.
2. If th e City Co mmi ss ion answers th e fir s t qu es ti on in th e affirm ati ve, a des ignated number
of p roposed Charter Rev iew Co mmittee members should be dec id ed, und e rstandin g th at
th e co mmitm ent may take a numb er of meetin gs, usually twice a month .
3. T he City should accept appli ca ti ons cons ist ent with t he City's establis hed Com miltce
member appointm ent process. Sec. 2-1 9 Rule 8. The mayor-commis sione r may appoin t,
fi ·om t im e to tim e, such special or select commi ttees as i n his di sc reti on he deems
desirable, or as may be de s ired by th e cit y co mmi ssion, to exped ite th e handlin g of th e
business and affa irs of th e c ity.
1 http ://www .clrsea rch.com / At I an ti c-13each-Dcmo graph ic s/FL!Populat ion-Grow th -and-Pop ula tion-S tatis tics
Page 2
AM ENO EI) AGENDA ITEM # I(JA
APRIL 14,2014
4. The City Commission may wish to draft a brief charge for the proposed Charter Review
Committ ee . Ge nerall y, the directi on req uires th a t eac h Committee member first review
co mplete ly th e current Cha rt er befo re attend in g the ftrs t sc hed ul ed meeting. T he purpose
of th e Chart er Review Committee will be to present reco mmended ame nd ments to th e
City Co mmi ss ion , understanding th at there is a possibility after discussion and review
that no recommended ame ndme nt s a re necessary.
5. C harter Review Com mitl ee mee tin gs are requ ired to allow for public co mm ent and input
from th e co mmunit y at each publi ca ll y noti ce d meeting. Co nsid erati ons shou ld a lso be
viewed in the co ntex t of protectin g and promoting the gene ral health , safety and we ll -
being of th e citizens of Atlantic Beach. Meetings shou ld also fo ll ow Robert's Rules of
Ord er.
6. T he Chart er Rev iew Co mmittee wo uld lik ely want to ask for input from each of th e
City 's Department Heads , incl ud in g the Chief of Police .
7. T he Cha rte r Review Commi ttee may wis h to estab li sh a regula r sched ul e for f uture
Chart er review.
8. Upon the concl usion of the Charter Review Committee's work, a report sha ll be
p resented to the City Comm issio n with the Conunittee 's find in gs.
9. By ord in ance, the reco mm end ations adopte d by th e City Com mi ss ion in accordance with
Florida Statute wi ll be placed on a n upcom ing ballot for voter approval. Ba sed upon thi s
ba ll ot requirement, the C it y Commi ssion may dec id e to propo se one amend ed Charter, or
propose indi vid ua l amendm ents wh ich ask the citi zens of the C it y of Atlantic B each to
app rove or reject each ame nd men t. Ei th er met hod of amendi n g th e Charter requires ballot
lang uage to be submitted to the Duva l County Sup ervi so r of Electi ons in acco rdance wi th
the fo ll ow ing dead lines for th e 2015 eJections : a .) Ma~ 1811\ 2014 for th e August 26 111
Prim a ry E lection; or b.) Au gus t 27 '11 for th e November 41 ' Gene ral Election .
Page 3
CITY OF ATLANTIC BEACH
AMENDED AGENDA ITEM# lOA
APRIL 14,2014
BOARD I COMMITTEE MEMBER APPLICATION FORM
Please check (-.J) the box beside each Board or Committee that you are applying to serve on. If you check more than
one, please rank your interest in each board I committee by order of priority.
(A summary of each board/committee is available on page 2 of this form.)
Code Enforcement Board
Pension Board of Trustees
Cultural Arts and Recreation Advisory Committee
DATE: :J I I 7.. \ ( ., APPLICANT'S NAME:
ADDRESS:
DAYTIME PHONE: '1 # 4 ~ 1.. '-1 ' -L-i ...., '1 :03
-'1:
_ Community Development Board
Board Member Review Committee r Ch..,_ ... +(,-Re~\ •"\l.l Coy.-..,......;~~ ....
EVENING PHONE: "1 o4. · :2...L-i ~ Lf-._. Lt ..r
E-MAIL ADDRESS: ~co-v-""'--" ·i"' e £CW """<~~r·r· FAX: ______________ _
Please explain any employment experience, board/committee experience, and/or community volunteer experience
relative to the board/committee applying for.
~'("O~q~'l\""'"': .Pt.J:...,,;JO Y" <:...P P,l; ~ <('~ S:1 \."-""'-"-"-"'-'>-Ll Vp._'n._ '!,. lo\\,v~~ <){:-f\...r-\-,. I.e)..~~ ~'n <~l
_.lh~ .. ,i,._,v-1-' 'f+<<>.~·vn:c. r~~~c~\rs ~k J--~kJ~I'\_~·''~ 1.:\..._.,-_., .. rr.j.
Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons
for wishing to be appointed to this board/committee.
Please return completed form to
Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233
PLEASE NOTE: Members of the Code Enforcement Board, Community Development Board and Pension Board of
Trustees are required to file Statement of Financial Interest Forms. Also, information regarding "Conflict of Interest"
is provided on page two of this application. This application will expire two (2) years after date of submittal.
Joan CMver's Home Page
Links
~un icu lum Vitae
Honors Pro~:m m
Coll ei:e of A rrs
& Science:i
http://use r sJu .edu/j cnrver/
Professional Biography
Dr. Joan Carver is Dean of the College of Arts and Sciences and
Professor of Political Science at Jacksonville University. Prior to
becoming dean in 1983 Dr. Carver was a full -time member of the
teaching faculty. Dr. Carver holds a B.A . (magna cum laude) from
Barnard College, an M.A. from the University of North Carolina
(Chapel Hill), and a Ph .D . from the University of Florida. Her major
for all three degrees was political science.
Dr. Carver has been involved with a number of professional and
community activities. She served from 1990 through 1993 as a
member of the Defense Advisory Committee on Women in the
Services, a committee advisory to the Secretary of Defense, and was
chair of the Career Opportunities Subcommittee and a member of the
Executive Committee. She is a past member of the Board of
Directors of the Florida Humanities Council and chairman of the
Board of Advisors of the World Affairs Council; past president of the
Women's Caucus for Political Science: South; of the Florida Political
Science Association; of the N.E. Florida Chapter of the American
Society fOI' Public Administration; and of the Jacksonville Women's
Network. Dr. Carver is a past member of the Mayo•·'s Commission
on the Status of Women, of the Board of the Jacksonville YWCA,
member and President of the Board of St . Johns Country Day
School , and a past Board member and Secretary of the Jacksonville
Community Council Inc. She is currently on the boards of Meninak
and the jacksonville League of women vote rs. Dr. Carver has served
as Chair of the .J .U. Faculty and of a number of university
committees .
Dr. Carver's research interests are in urban government and poJitics ,
Florida politics, and women in politics . Among the journals in which
her articles have appeared are the Journal of Politics, Urban Affairs
Qua1terly, American Politics Quarterly, and The Florida Historical
Quarterly.
Honors and awards received includ e being selected as Jacksonville
University Professor of the Year in 1971 and ns an EVE award
recipient in education in J 982. She is a member of Phi Beta Kappa
and Phi Kappa Phi.
3/12/]4, 9 '56 AM
Pnge 1 of 2
CITY OF ATLANTIC BEACH
AMENDED AGENDA ITEM# I OA
APRIL 14,2014
BOARD I COMMITTEE MEMBER APPLICATION FORM
Please check (..J) the box beside each Board or Committee that you are applying to serve on. If you check more than
one, please rank your interest in each board I committee by order of priority.
(A summary of each board/committee is available on page 2 ofthis form.)
Code Enforcement Board
Pension Board of Trustees
Community Development Board
Board Member Review Committee
Cultural Arts and Recreation Advisory Committee :x_ C~{er b-Q.LJt~()Q CoMMi\t-e-e__
DATE: 3-\\~ \\1 APPLICANT'S NAME:
ADDRESS:
DAYTIME PHONE: (Cfo'\) Z-\{~-333(,.? EVENING PHONE: («\o'{ ) ~ lo t -o {g nJ
Please explain any employment experience, board/committee experience, and/or community volunteer experience
relative to the board/committee applying for.
I '
ON ft...,__ hc-,-,ycJ oF-ti-L Be.o.ti..A.-s r.I\Je.. Ar.J..s ~tt'U·
Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons
for wishing to be appointed to this board/committee. -
Please return completed form to
Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233
PLEASE NOTE: Members of the Code Enforcement Board, Community Development Board and Pension Board of
Trustees are required to file Statement of Financial Interest Forms. Also, information regarding "Conflict of1nterest"
is provided on page two ofthis application. This application will expire two (2) years after date of submittal.
CITY OF ATLANTIC BEACH
AMENDED AGENDA ITEM# lOA
APRIL 14,2014
BOARD I COMMITTEE MEMBER APPLICATION FORM
Please check (.,J) the box beside each Board or Committee that you are applying to serve on. If you check more than
one, please rank your interest in each board I committee by order of priority.
(A summary of each board/committee is available on page 2 of this form.)
Code Enforcement Board
Pension Board of Trustees
Cultural Arts and Recreation Advisory Committee v
Community Development Board
Board Memjq Review Committee
~~~
DATE: ~/{1 ]0/t( APPLICANT'S NAME: ~~,; ~
ADDRESS: 1.23 ()-CUldt.,~ f3krr:L a 5
DAYTIME PHONE: d q 4-l.OD 7 EVENING PHONE: p ~
E-MAIL ADDRESS: 1\,;>(Q rj +hers@tDf\1.CL/5tr..ef" FAX: _________ _
Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons
for wishing to be appointed to this board/committee.
Please return completed form to
Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233
PLEASE NOTE: Members of the Code Enforcement Board, Community Development Board and Pension Board of
Trustees are required to file Statement of Financial Interest Forms. Also, information regarding "Conflict of Interest"
is provided on page two of this application. This application will expire two (2) years after date of submittal.
1
AMENDED AGENDA ITEM# lOA
APRIL 14,2014
CITY OF ATLANTIC BEACH
BOARD/COMMITTEE MEMBER APPLICATION FORM
Please check (~) the box beside each Board or Committee that you are applying to serve on. If you check more than
one, please rank your interest in each board I committee by order of priority.
(A summary of each board/committee is available on page 2 of this form.)
Code Enforcement Board ;l ,/
Pension Board of Trustees
Cultural Arts and Recreation Advisory Committee 1 L
Community Development Board
Board Member Review Committee
~"-D--r~r ~~view Cu~rt~titfe4-
DATE: ;1 o..rc.h II, ~014 APPLICANT'S NAME: ___.)2"""'--".a:=...vL..!...J<: J""-----'-l/._.·,_e-_~.:_"_-t-~-------
ADDRESS:
DAYTIME PHONE: ---'-'-"-'-4_-_t.I_:_~...:_;J_-...::...5.....!.-Lj.-=-;J..-=3'----EVENING PHONE: __ S_oot_~ ____ _
E-MAIL ADDRESS: l:>v:tl\ ~1/<JJ ?'It~'~·~" M FAX:-------------
Please explain any employment experience, board/committee experience, and/or community volunteer experience
relative to the board/committee applying for.
,'"''.vol~·,{ •'of\ rev~ei.V.'":l i'n (fa ,..,--.-w. s r(l/«..$ ""+-
II yt!!!c.r-5. Dr4ttc-re.l.e~"t-e~p~6e"'"~e.. ,-,. c 1"'-/~1 rEQ.( tesh.fe
:r;::'Aiso """"' .... fl~a.ro/ ;r;;:.x.Po.ck .a"'
Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons
for wishing to be appointed to this board/committee.
Please return completed form to
Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233
PLEASE NOTE: Members of the Code Enforcement Board, Community Development Board and Pension Board of
Trustees are required to file Statement of Financial Interest Forms. Also, information regarding "Conflict of Interest"
is provided on page two of this application. This application will expire two (2) years after date of submittal.
1
DAVID VINCENT
1130 Seminole Road 0 Atlantic Beach, FL 32233 0 (904) 422-3423 0 dvin711@yahoo.com
AREAS OF EXPERTISE
• Strategic/Tactical Planning • Business Development • Operational Risk Mitigation
• Regulatory Compliance • Anti-Money Laundering Practices • Relationship Management
• Project Management • ProcesslmproveDlent • Six Sigma Methodology
• Business Requirements • Technology Release Testing • Employee Development
EDUCATION
BACHELOR OF BUSINESS ADMINISTRATION-FINANCE University of Central Florida-Orlando, FL
PROFESSIONAL DEVELOPMENT
• FINRA -Registered Representative (Series 7 & 66) • Undergoing Six Sigma Greenbelt Certification
• Licensed FL Life, Health and Variable Annuity • Formal Training in MS Excel, Access and Visio
PROFESSIONAL EXPERIENCE
BANK OF AMERICA MERRILL LYNCH-JACKSONVILLE, FLORIDA
GWBAL WEAL1H AND INVESTMENT MANAGEMENT
2003 -Present
FINANCIAL ADVISOR-PRACTICE MANAGEMENT DEVELOPMENT PROGRAM {FEBRUARY 2013-PREsENT)
Worked with mentors and managers to develop a pipeline of affluent clients, identify client needs, develop
relationships with existing and prospective clients, review investment goals, prepare investment recommendations
that align with client goals, and the business management skills needed to operate an optimal practice model.
INvESTMENT SOLUTIONS-CUENT ONBOARDING SERVICES
OPERATIONS TEAM MANAGER-MONEY MANAGER SERVICES QANUARY 2012-FEBRUARY 2013)
Responsible for ensuring the Service and Operations teams consistently provide world-class service to 200 institutional
money manager clients with more than $18 Billion in assets under management resulting in over $25 million in annual
revenue to the FirDl. Other activities include fraud prevention, anti-money laundering and identity theft prevention by
ensuring adherence to Customer Information and Know Your Client progra01 requirements in compliance with the
USA Patriot Act Successfully migrated the entire business to the Jacksonville ca01pus from New Jersey including
facilitating the recruiting and training of eleven service and four operations representatives. Currently leading a Six
Sigma project teaOl to reduce the number of manual trades processed by the Mutual Fund Trading Desk at Merrill
Lynch.
FINANOAL DATA SERVICES, INC
SENIOR OPERATIONS ANALYST-UK TRANSFER AGENCY DEALING TEAM (SEPTEMBER 2009-JANUARY 2012)
Responsible for the UK equity trading desk which executed more than One Million trades annually for BlackRock UK
clients. Managed the daily responsibilities of the tea01 to shift resources where business conditions required in order
to ensure the highest level of service was provided in the most tiOlely and accurate way possible. Created and
enforced internal controls while maintaining trading and custodial relationships with offshore business partners
representing more ihan £30 Billion in assets under management
SPECIALIST-MONEY MARKET TRADING DESK {JUNE 2008-SEPI'EMBER 2009)
Managed the daily functions of the Money Market Services leaOl. Developed talent on the team through mentoring
and providing written feedback as part of the performance management process. Designed, iDlplemented and
managed a manual process to support the rollout of a new feature of the Merrill Lynch Bank Deposit Program®
allowing the tea01 to enroll over $25 Billion in the progra01 within the first six months.
ANALYST-MUTUAL FuND TRADING DESK (0CI'OBER2005-JUNE 2008)
Responsible for ensuring accurate and timely execution of more than 240 million automated mutual fund trades and
corrections per year. Participated in the successful migration of thousands of Mutual Fund holdings from an acquired
broker dealer, Advest, onto the Merrill Lynch trading platform.
MERRILL LYNCH INSURANCE GROUP SERVICES
ANALYST-ANNUITY CLAIMS AND FINANCIAL PROCESSING TEAM (MARGI 2003-0CTOBER 2005)
Verified and paid death claims associated with the Firm's proprietary annuities. Obtained Series 7 and
Series 66licenses. Completed the Merrill Lynch Six Sigma Apprentice Progra01.
AM ENDED AG GNDA ITEM II
l OA
APR IL 14 , 20 14
C ITY OF A TLANTI C REACII
BOARD I COM MITTEl~ M EMBER APPLICATION FORM
Pl ea se check ('/) the bo~ bcs id<.: each Board or C'o nHl l illce that you arc apply in g to serve on. If you check more lhan
one p lease r aok your in teres t in "llch boa rd I committee by order of pri01 it y
(A s umm;.u-y of each hoard/committee is a vai lable on page 2 of t his form.)
Code En forc emen t Board
Pe ns ion l3oard of '1 ru s tccs
C'ullu ra l Arts and Recrea ti on Advis ory Com mittee
DATE: 3/14 /1 4 APPI lC'ANT"S NAMF :
X
( 'ommun ily De ve lopme nt Boa rd
Board M ~o:mbcr Revi e w C ommitlcl.
Ch arter Review Committee
Mark Tomaski
1\Dl)IWSS 448 Snappin g Turtle Cou rt West, Atlantic Beach, Flori da 32233
DAYTIM E PI l O N E : cell 881 -0984 FV I ·N I NG P il ON !~: cell 881 -0984
F-M/\11. ADDRESS : mtomaski®comcast. net FAX: 904 -5 4 3 -9172
Pleu sc e x p la i n a ny e m p loy men t cx pc r ie ncc, bn~m.l/con l m ill ce e x perie nce , un d/or com mu ni ty vo lunt ee r cx p c ri c n ~.:~.·
rclati\'c to the bo ard/commi ttee a ppl y ing for
I am a participant of a profession that demands me to thi nk critically and logi cal ly, and I
make decisions in a disciplined manner. I have chaired and conducted meetings for 20+ years,
beginnin g as chief resident and continuing to the p r ese nt time as a small busi ness o wn er . I
was a me mber of a peer review commit t ee for an insurance provider, director of more than one
medical unit, c h aired a committee-on school start times, a nd now medical director-at a private
medi cal prac~ce. I a m experienced ac public speak i ng, have part~cipated-in camp aigning for
public o f fi c e, have be~ a guest lecturer and appeared several time s i n court a~n expert
witness .
Pl ease p rovidl! a bncf ex planati on of your int eres t 0 1 any s pecia l quah li.c a tions you have in this field and your reasons
101 w is h ing to be appoi nted to this board/comm it Icc
I a m very fa miliar with the city c h a r ter and a m comm itted t o the principle that the c h arter
review comm i tte e exi sts to serve citizens, and that i t s primary consideration is to e nsure that
i ts c onclLtls i ons are benef ici al to the COAB citizens. Be ingra longtime AB resident who h as a
stake in the ciLy ' s futu r e. wit h out any financia.~. o r. oth er, conflicts .1. am certain.. I can be a
member of this committee that is approachable, nonjudgment al and receptive to community input.
It would indee d be a pri vilege to participate in this comprehensive r e view of our city charte r
to ensure that it refl ects the will of i ts citize ns.
Plea se return comple ted form to
Do nn a L. I3arll c, Cit) C'lcrk. 800 Scminok Road, At la nti c Beach , FL 32233
P I EI\SF NOT l ~: Mem bers of the Code t :nforl.:l'm cn t Hoard, Community D cvdopm c nt Board and Pens ion Hoard t)f
frustc c s arc rctt uircd to file S ta lemcn l vf l ·i narH.:iul In terest l·orm s. Als o, in lmmalio n reg ardin g "Confl i c t cf Int e re s t ''
JS provided on p·1ge two o t thi s appl il.:<ll ion . l'h1s appl il..:a t ion will ex pi rc two (2) y~1s a.fkr date of s ubmittal.
AMENDED AGENDA ITEM#
lOA
CITY OF ATLANTIC BEACH APRIL 14,2014
BOARD I COMMITTEE MEMBER APPLICATION FORM
Please check(--/) the box beside each Board or Committee that you are applying to serve on. If you check more than
one, please rank your interest in each board I committee by order of priority.
(A summary of each board/committee is available on page 2 of this form.)
Code Enforcement Board
Pension Board of Trustees
Community Development Board
Board Member Review Committee
Cultural Arts and Recreation Advisory Committee ~ J .. c.J(4,e. T.C:IL /(J'u//u__ (1,·1//f .-r/
DATE: 1 -ll-).. ot'f APPLICANT'S NAME: .$"'q / I ... , /1' 1-c:. V"1 e f'\ s !'="
ADDRESS: ~l~v~3~3~+tf-~~~~l~<--~t~~~R~t~~~~~c~~~~~~=~~~~r ________________ __
DAYTIME PHONE: d-... 'f 9 -~~ 7"1-EVENING PHONE: sa ~ ~
E-MAIL ADDRESS: E:.-c 1-c ""'""'~ n.s I~ a&!. FAX: ___________ _
~
Please explain any employment experience, board/committee experience, and/or community volunteer experience
relative to the board/committee applying for.
Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons
for wishing to be appointed to this board/committee.
to~~~~~~~~~~~a-~~~~~~~~~~~~~~~~-r~~~;E
bt-e'~ ,qq"''"''"d. .fqy..-~rus 1"hevc tf!ttur-1 htf>~r d.v .. t,1o'ed .cf(,/Jc tq c oof' c va. t"t o I) ,
" I)~ A ts-e..,, c e It I C' & I ±b I ql'< 1 bp e 0 l"!p•n O"' SrnS'c=. c .;)t'h"" "'..-11 ... e. ho" 0!1 J. c. o"""'pv.p(l)1...S'e . \. • I) I I
~11 QJJrhA~1 fi:u .. fb t tl> tJectc:! ct.JA.It'c:. IVJ c drz.-c"' £vu:nJ 17 fa n7 ~oi-<'i5 e
ffs./ I We c::ttl t/h. a k 0\JJ:: ,.lbiA /d b "-&SS Cc r To . fbI S' c 0 ro m I tt '=' e. '
Please return completed form to
Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233
PLEASE NOTE: Members of the Code Enforcement Board, Community Development Board and Pension Board of
Trustees are required to file Statement ofFinancial Interest Forms. Also, information regarding "Conflict of Interest"
is provided on page two of this application. This application will expire two (2) years after date of submittal.
1
CITY OF ATLANTIC BEACH
AMENDED AGENDA ITEM#
lOA
APRIL 14,2014
BOARD I COMMITTEE MEMBER APPLICATION FORM
Received
Please check (...J) the box beside each Board or Committee that you are applying to serve on. If you check more than
one, please rank your interest in each board I committee by order of priority. APR _ 2 2014
(A summary of each board/committee is available on page 2 of this form.)
_Code Enforcement Board _Community Development Board Office of City Clerk
Pension Board of Trustees Board Member Review Committee
Cultural Arts and Recreation Advisory Committee E\5 c BAII<IE R i<.E\1/E:. w c~.
DATE: 4-/\/\4-, APPLICANT'S NAME: :J;?oNA-L")? M, Wo.u=.s.o N'
ADDRESS: \]25 (3eAcM PhJc. P\.'"TLP..N:nc:._ lS~lrl. F-J...... 3 :L~33
DAYTIME PHONE: q·o~-Ce31-Coof.S EVENING PHONE: q o4 -:t4-~-oB4 7
Please explain any employment experience, board/committee experience, and/or community volunteer experience
relative to the board/committee applying for.
t\eyoQ Cc?AB
I
CHF'H(C.rtAt-.l £..._ ~ 1\.c=-N&: R... -a'MML.lr.IT'"1 )?~v. ~"'\flj)
Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons
for wishing to be appointed to this board/committee.
E:_-c:;$~1,VOJL ~i--1
bt"IN& ,r--J f\£3:, dt~C£ I "tBI I
" KNow.r...~~<OE-OF CNAR-71=-/{
~ CrT:\ !Su,L.~(b'J G-G'\>E-'
Please return completed form to
Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233
PLEASE NOTE: Members of the Code Enforcement Board, Community Development Board and Pension Board of
Trustees are required to file Statement of Financial Interest Forms. Also, information regarding "Conflict of Interest"
is provided on page two of this application. This application will expire two (2) years after date of submittal.
CITY OF ATLANTIC BEACH
AMENDED AGENDA lTEM #
lOA
APRIL 14,2014
BOARD I COMMITTEE MEMBER APPLICATION FORM
Please check (--1) the box beside each Board or Committee that you are applying to serve on. If you check more than
one, please rank your interest in each board I committee by order of priority.
(A summary of each board/committee is available on page 2 of this form.)
Code Enforcement Board
Pension Board of Trustees
Community :Development Board
Board Member Review Copnniti,(:e
Cultural Arts and Recreation Advisory Committee t< c..f\cu.--k-r Ke.lJL-e.c.U .±>t.> ~oL
DATE: lf-~ ... \c.-} APPLICANT'S NAME: . :.:J Wl j ±k le,.ro v Y:
ADDRESS: \l~sC S::e..lvtA..fV\tbv't~ DY1~ d A\3
u..LL . . • h~ /
DAYTJ.ME-PHONE: 3 0 -3-Y-3$0 · :gvE~IG PHONE: ~ ( u -Ill-\ '-f
E-MAIL ADDRESS: d tA... J..el\''.nl @. Qo I. t~AX: 0{ o4 2C. o .:-2--1 I 4--
Please explain any employment experience, board/committee experience, and/or community volunteer experience
relative to the board/committee applying for.
Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons
for wishing to be appointed to this board/committee.
o 1n:-t-1 ~ -+ ~~ C-ha.vie.V n~ .. v'1~ . ..wa...~-::.. e.¥ :tv~J()
,-~ ISS u...e.....S: , _l. t,.;cn-<-/ cA.
I . et..VIv""'tn~U-he"'-/~ ... pr-:l.Sbrvt;...'·hiJV',
Please return completed form to
Donna L.J3artle, City Clerk, 800 Semmole Road, Atlantic Beach,FL 32233
' '
PLEASE NOTE: Members of the Code Enforcement Board, Community Development Board and Pension Board of
Trustees are required to file Statement of Financial Interest Forms. Also, information regarding "Conflict. of Interest''
is provided on page two of this application. This application will expire two (2) years after date of submittal.
1
AMENDED AGENDA ITEM#
lOA
APRIL 14,2014
CITY OF ATLANTIC BEACH Received
BOARD/COMMITTEE MEMBER APPLICATION FORM
APR -4 2014
Please check (..,J} the box beside each Board or Committee that you are applying to serve on. If you check more than
one, please rank your interest in each board I committee by order of priority.
(A summary of each board/committee is available on page 2 of this form.) Office of City Clerk
Code Enforcement Board
Pension Board of Trustees
Cultural Arts and Recreation Advisory Committee
Community Development Board
Board Member Review Committee
~ tti.Ji..O ~-" t'"l'T£E
I -' t.o ' c DATE: ~ cfJ J,IJ1 ti APPLICANT'S NAME: ~·s tJt~;t'' 6oN.Jo .:tP...
ADDRESS: .423 ~AJ ~U'S'I D£J'tJi: N~ 11-T/.Jf·~~~ {Q~~&I/1 fi. 3:2:1-13-"i"'f'o
DAYTIME PHONE: (fD«<) ?..ell.-q~'f~ EVENING fHONE (<,bf) :?"' .... q~f.!
CJf (t;iJ'I) '(J 'l-: 3~~!%:~~,.:---:....::;__.:....::_::.__
E-MAIL ADDRESS: .. f~c..lfti'C ~ FAX: -=IU-'-'/A'-'-----------
Please explain any employment experience, board/committee experience, and/or community volunteer experience
rela~ve to the board/committee ap~lying for. . J ..., .... . I"~ ~ 1 ~ ~ ~ .. """"" ¢ H4-,"'. ~ ~ ..... J ....
Please provide a brief explanation of your interest or any special qualifications you have in this field and your reasons
for wishing to be appointed to this board/committee.
Please return completed form to
Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233
PLEASE NOTE: Members of the Code Enforcement Board, Community Development Board and Pension Board of
Trustees are required to file Statement of Financial Interest Forms. Also, information regarding "Conflict oflnterest"
is provided on page two of this application. This application will expire two (2) years after date of submittal.
1