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CM Finalist Van Liere Candidate Profiles Nelson Van Liere 12448 Gately Road South • Jacksonville, Florida 32225 ( 904 .220 .4131 (h) • 904 .318 .0357 (c) • vanliere @bellsouth.net Salary: $ 123 ,000 Experience 1998 — Present Interim City Manager • City of Atlantic Beach, Florida Finance Director • City of Atlantic Beach, Florida 1991 - 1998 Budget Officer • City of Jacksonville Beach, Florida 1989 — 1991 Accountant • City of Jacksonville Beach, Florida Accounting Supervisor I • City of Jacksonville Beach, Florida Assistant Finance Director • City of Jacksonville Beach, Florida 1988 — 1989 Associate Staff Accountant • Smoak, Davis and Nixon CPA • Jacksonville, Florida Educational Background Bachelor of Business Administration University of North Florida Florida Certified Public Accountant Association and Committee Membership Member, Florida Government Finance Officers Association Member, American Institute of Certified Public Accountants Background Information Nelson Van Liere, the City' s current Finance Director, has served as Interim City Manager for nine (9) months, acting in both a leadership role for City staff ( and managing the Finance Department during that time. Mr. Van Liere has previously spent time in various accounting positions in the private sector ( 1988- 1989) and served as the Budget Officer and in other public finance capacities for the City of Jacksonville Beach ( 1989 — 1998). He has served as Finance Director for Atlantic Beach for sixteen ( 16) years, supporting the budget development and management function of the City. Mr. Van Liere has applied for the City Manager' s position because he has enjoyed the broader view of problem solving across departmental lines he has experienced and because he feels he has the ability to lead staff, noting the City' s twenty percent (20%) turnover rate, the City' s consolidation of Public Works and Utilities and dealing with issues such as Police Department expansion and a wide variety of complex issues that he feels he is dealing with or has dealt with successfully while serving in an interim capacity. Mr. Van Liere noted that he was gaining confidence in his problem solving abilities and that he was excited to be challenged with new and different things on a daily basis . He believes he is well suited for the position due to his knowledge of the City and the City staff and the various issues internal to the City and external (regionally). Justification for Recommendation Nelson Van Liere is an experienced local government finance professional who has observed the City' s operations for some time and has detailed knowledge of the City' s financial structure. He is supplementing his deep knowledge of finance by working to gain similar levels of knowledge related to operating issues and has taken on several issues for the City that have helped him expand his horizons as a Manager. In addition, he discussed numerous new ideas he developed during our discussion including new ideas for citizen engagement should he be selected for the position, noting that the City' s message needs to be Springsfed City of Atlantic Beach, Florida Executive Search — City Manager Candidate Profiles consistent across all lines . He is an adequate, but quiet, oral communicator and writes well. He has gained an understanding of the roles of the Manager and Commission, noting that the Manager and staff implement approved Commission policy and that the Manager also serves as a facilitator, bringing a variety of views together to form a common direction. He also noted that as Interim Manager there was more of a focus on an aggressive effort in developing a community development authority for the Mayport Corridor, work with department heads to better focus the City' s performance evaluation needs for staff and to rearrange Commission meeting to maintain transparency, but improve efficiency. As a manager, Mr. Van Liere appears to have a style which allows staff freedom to act within their own areas of responsibility and leads by providing information which prompts deeper thought and discussion. He believes all staff are experts in their field and recognizes that they have creative and positive ideas . He has implemented other ideas to improve staff efficiency and has been aggressive for an Interim Manager in doing so. References described Nelson Van Liere as being a well-rounded, easy-going, conscientious, and an outside-the-box thinker. His management style is to place competent, capable people in key positions, delegating and giving them the latitude to do the work while remaining available to provide guidance, especially in his areas of strength, budgeting and finance. With elected officials, references noted that he is professional, thorough, always prepared, and doesn't ` overstep his knowledge," that is, he is willing to take the time to research an issue to provide the best information and doesn't respond blindly. He is considered to be more a leader than a manager, a `thinking leader, ' as described by one reference, who brings his thoughts into the conversation to be sure all aspects of an issue are contemplated in the decision-making process. References also point to his strong skills based in his broad spectrum of knowledge in municipal budgeting and services, and in fact his greatest professional accomplishments were mentioned in that regard; his commitment to excellence and to his profession as a CPA, and the City' s recognition from GFOA for Excellence in Financial Reporting. His strengths are considered to be his capacity to see the ` big picture ' and to consider issues from multiple angles . References agreed that Mr. Van Liere would perform well in this role, and would continue to work for the good of the City. Springsted City of Atlantic Beach, Florida Executive Search — City Manager Nelson Van Liere, CPA 12448 Gately Road South, Jacksonville, Florida, 32225 Home 904-220-4131 , Cell 904-318 -0357 E-mail : vanliere@bellsouth.net August 25 , 2014 John A. Anzivino Springsted Incorporated 1564 East Parham Road Richmond, VA 23228 Reference: City Manager, Atlantic Beach Florida Dear Mr. Anzivino, Please accept the enclosed resume in response to your employment advertisement for the City Manager for the City of Atlantic Beach, Fl. Having now served as the City Manager for the past nine months, it is my pleasure to formally apply for the position to serve the community permanently. I feel that the City Commission and I have been on a journey together through this time of change in our City and we have shared many thoughts and ideas about the kind of place we want Atlantic Beach to be and about the kind of personnel we want sewing the citizens. Through this period of change, I have managed turnover of key individuals and presented a budget including many of the ideas that have been shared with me. I feel that my values align themselves well with that of our citizens and of the City Commission. I am thoroughly up to speed on community issues such as the Mayport Road Corridor, Human Rights Ordinance, Marsh Master Plan, Police Building and the general maintenance condition of City Hall and Russell Park as well as other facilities. My twenty four years of experience working closely with six different local city managers has given me the perspective I need to fulfill the role of the City Manager of Atlantic Beach. My extensive background in finance and budgeting, specifically related to the cities of Atlantic Beach and Jacksonville Beach, gives me unique insight to our issues. Issues such as the Inter-Local Agreement, Better Jacksonville Plan, turtle and shore protection as well as recent pension reform are just a few. In addition to assuming the role of City Manager, I have also been a liaison to the Charter Review Committee and continue to be the Pension Plan Administrator. I have numerous community contacts as well as ties to local professionals that already provide a network of information at my disposal . On a personal note, I have kids that attend the local schools and volunteer at the Gail Baker Community Center from time to time. Our family is already entrenched into this community and deeply committed to its success . I look forward to discussing my experience and qualifications in more detail as to how I may continue to serve Atlantic Beach in new ways. Sincerely, l Nelson Van Liere, CPA Nelson Van Liere, CPA 12448 Gately Road South, Jacksonville, Florida, 32225 Home 904-220-4131 , Cell 904-318 -0357 E-mail : vanliere @bellsouth. net Professional Summary I am an experienced municipal government administrative officer specializing in finance, budgeting, and customer service for a small city. My background includes 24 years serving the public in the beachside communities of North Florida. Attributes O Community and political awareness ® Process improvement mindset ® Ethical and fair ® Strategic thinking O Finance and budgeting expertise e Local government operations O Strong interpersonal skills ® Presentation and software Work History Interim City Manager, 12/13 to present Salary — $ 123k City of Atlantic Beach — Atlantic Beach, Florida I was appointed to serve as the City Manager, performing all duties as prescribed while concurrently performing the duties of the Finance Director. Most recently I have developed and presented the Proposed Annual Operating Budget for consideration. This year' s spending plan is balanced and addresses the strategic goals of the City. Finance Director, 2/98 to present Salary — $ 112k City of Atlantic Beach — Atlantic Beach, Florida As Finance Director for the past 16 years, the City has enjoyed unqualified audit opinions, balanced budgets and full compliance with all regulations related to public finance. I also supervise the customer service and billing where recent improvements to payment processing have just been implemented. Budget Officer, 5/91 to 2/98 Salary — 48k City of Jacksonville Beach — Jacksonville Beach, Florida As Budget Officer, I designed the budget document, created the budget each year for the City Manager and monitored its compliance throughout the year for accounting accuracy and appropriateness. I received the Distinguished Budget Award multiple times and assisted Atlantic Beach by creating the Atlantic Beach Budget Document. Accountant, Accounting Supervisor / Assistant Finance Director, 4/89 to 5/91 City of Jacksonville Beach — Jacksonville Beach, Florida Duties began as entry level accounting functions but quickly moved up to the assistant position. Associate Staff Accountant, 5/88 to 4/89 Smoak, Davis and Nixon CPA Jacksonville, Florida Small local audits and tax return preparation. Accomplishments Since assuming the City Manager Position • Created the 2015 Annual Operating Budget • Refinanced the Utility Revenue Bonds at 2. 33 % saving $ 1 .6 million • Restructured the Police Department and changed the shifts • Negotiated new contract for sanitation services • Restructured the Planning Department • Restructured the Public Works and Public Utility Departments • Received an Unqualified Audit Report • Implemented Interactive Voice Response Payment Processing • Re-evaluated the Marsh Master Plan and changed the scope to be more in line with the community • Moved forward on the police building project with an RFP for design • Delivered re-use water to Atlantic Beach Country Club • Shifted focus towards maintenance of facilities and parks • Offered settlement with Jacksonville on tipping fees • Offered legislation on annexation for the Atlantic Beach Country Club • Gave a budget preparation presentation at the Beaches Watch meeting • Participate on the Charter Review Committee • Began departmental disaster preparedness training • Also spent enormous amounts of time with the Human Rights Ordinance and the SPA approval of 201 Mayport Road. Education BBA, University of North Florida, Jacksonville, Florida Affiliations Member of Florida Government Finance Officers Association Member of American Institute of Certified Public accountants Certification Florida Certified Public Accountant #29001 References • Ron Whitesides, CPA, City Auditor, Purvis Gray & Company — (352) 378-2461 • Rich Komando, City Attorney, City of Atlantic Beach — (904) 269- 1111 • Michael O ' Shields, Senior Vice President Morgan Stanley Wealth Mgt. — (904) 543 -7809 • Jim Jarboe, City Manager, Neptune Beach — (904) 270-2400 • Jack McWilliams, III, Esq. Bond Counsel, Lewis Longman & Walker — (904) 353 -6410 • Bob Kosoy, PE, FDOT, Jacksonville Maintenance Engineer — (904) 360-5222 • Craig Dunlap, Financial Advisor, Dunlap & Associates — (407) 678-0977