BMRC Agenda Packet 3-4-15
CITY OF ATLANTIC BEACH
BOARD MEMBER REVIEW COMMITTEE
March 4, 2015 @ 5:00 p.m.
City Hall, North Conference Room
AGENDA
Call to Order
1. Approval of the minutes of the Board Member Review Committee meeting of
February 25, 2015.
2. Interview current members and new candidate(s) (listed below) for consideration
to the Community Development Board.
A. 5:05 p.m. Sylvia Simmons
B. 5:20 p.m. Kathryn Humphries
C. 5:35 p.m. Harleston Parkes
D. 5:50 p.m. Kelly Elmore
E. 6:05 p.m. Steve Mandelbaum
3. Discuss the current Community Development Board (CDB) members whose
extended terms expire on 3/31/15 and the new applicants.
Current Members:
1. Kelly Elmore
2. A. Brea Paul
3. Harleston Parkes
4. Sylvia Simmons
New Applicants:
1. Don Ford
2. Judy Hoedel-Workman
C. Steve Kallao
D. Richard Reichler
E. Jay Wilson
F. Susan Carr
G. David Vincent
H. Robert Liggero
I. Kathryn Humphries
J. Steven Mandelbaum
4. Make recommendations on filling four vacancies on the Community Development
Board.
5. Next Meeting: March 18, 2015 @ 5:00 p.m.
Adjournment
MINUTES
Board Member Review Committee Meeting
February 25, 2015
5:00 p.m.
Call to order
The meeting was called to order by Commissioner Jimmy Hill. In attendance were Commissioner
Jimmy Hill (Chairman), Members Jerry Johnson (left at 6:25 p.m.), Rita Pierce and Solomon Brotman
(arrived at 5:27 p.m.), Community Development Board Chair Brea Paul, Building and Zoning Director
Jeremy Hubsch and City Clerk Donna Bartle.
Commissioner Hill explained the vacancies to address on the Community Development Board. The
Committee discussed whether the current members seeking reappointment should also be interviewed
just as the new applicants are. Discussion ensued.
The consensus of the committee was to have another meeting to interview the current members
seeking reappointment and the two new applicants who were unavailable for tonight’s meeting.
Since Brea Paul was in attendance, they agreed to go ahead and interview her tonight. It was
also decided that the Committee would not make any recommendations on appointments until
the next meeting.
1. Approval of the minutes of the BMRC meeting of June 2, 2014.
Motion: Approve minutes of the Board Member Review Committee meeting of June 2, 2014.
(Mr. Brotman was absent for this vote.)
Moved by Johnson, seconded by Pierce
Motion carried unanimously
2. Interview new candidate(s) (listed below) for consideration as new member(s) to the
Community Development Board.
A. Don Ford
B. Judy Hoedel-Workman
C. Steve Kallao
D. Richard Reichler
E. Jay Wilson
F. Susan Carr
G. David Vincent
H. Robert Liggero
The Committee interviewed each candidate listed above separately and interviewed Brea Paul from the
list below.
An overview of the duties and responsibilities of the Community Development Board was explained
to each of the applicants. Each candidate explained their personal accomplishments, experience, goals
and interests in the community. The Committee offered the opportunity to ask questions and the
Committee responded to those questions. Commissioner Hill explained to each of the candidates that
there will be no recommendations made tonight but they will be notified once a decision is made.
3. Discuss the current members on the Community Development Board (CDB) whose extended
terms expire on 3/31/15 and are interested in reappointment.
Draft- Minutes of the Board Member Review Committee Meeting on February 25, 2015. Page 2 of 2
A. Kelly Elmore
B. A. Brea Paul
C. Harleston Parkes
D. Sylvia Simmons
This item was discussed earlier and the decision was made to interview each current Board member
who is up for reappointment at the next meeting, with the exception of Brea Paul, who was
interviewed tonight.
4. Make recommendations on filling the four upcoming vacancies on the Community
Development Board.
It was decided earlier in the meeting that the Committee would not make any recommendations on
appointments until the next meeting, to allow for the interviews of the current members being
considered for reappointment and the two additional candidates.
5. Next Meeting
The Committee provided City Clerk Bartle with possible dates for the next meeting to finish
addressing membership on the Community Development Board and was asked to check with Mr.
Johnson about his availability and confirm the meeting once that date was determined. The Committee
also agreed to hold a meeting on March 18, 2015 to address vacancies on other boards/committees.
Adjournment
There being no other business, the meeting adjourned at 7:25 p.m.
__________________________________
Jimmy Hill
Chairman
CITY OF ATLANTIC BEACH
COMMUNITY DEVELOPMENT BOARD
2-year terms; 4 consecutive term limit; per Ordinance 5-03-42 adopted July 14, 2003
Regular meetings are held in the Commission Chambers at 6:00 pm the third Tuesday of each month.
The board members are required to file Statement of Financial Interests
NAME & ADDRESS
EXP. DATE BUSINESS HOME / MOBILE/EMAIL
Linda Lanier
1768 Park Terrace West
Atlantic Beach, Florida 32233
12/31/2015
(1st term)
(904) 246-9678
linda.m.lanier@gmail.com
Kelly Elmore
1650 Beach Avenue
Atlantic Beach, Florida 32233
3/31/15
12/31/2014
(2nd term)
Ext 90 days
241-8382 (fax)
246-6219
333-7483 - cell
kellmore@comcast.net
Patrick Stratton
361 6th Street
Atlantic Beach, FL 32233
12/31/2015
(3rd term)
(904) 619-3094
(843) 614-7390 - cell
ptstratton@gmail.com
A. Brea Paul – Chair, 2013
330 Sargo Road
Atlantic Beach, Florida 32233
3/31/15
12/31/2014
(2nd term)
Ext 90 days
242-4710
303-3987 - cell
andabrea@bellsouth.net
Harleston G. Parkes
1838 Seminole Road
Atlantic Beach, Florida 32233
3/31/15
12/31/2014
(3rd term)
Ext 90 days
962-6368
hparkes@comcast.net
Sylvia Simmons
211 Beach Avenue
Atlantic Beach, FL 32233
3/31/15
12/31/2014
(1st term)
Ext 90 days
241-7195
Sylvia.the.gardener@gmail.c
om
Kirk Hansen
2393 Ocean Breeze Ct.
Atlantic Beach, Florida 32233
12/31/2015
(4th term)
910-9660 - cell
241-7859
241-7859 (fax)
Schmirkley@bellsouth.net
Richard Komando
City Attorney
(904) 269-1111
(904) 269-1115 Fax
rich@claylawyers.com
Jeremy Hubsch
Building & Zoning Director
800 Seminole Road
Atlantic Beach, Florida 32233
247-5817
247-5845 (fax)
jhubsch@coab.us
Derek Reeves
Zoning Technician
800 Seminole Road
Atlantic Beach, FL 32233
270-1605
247-5845
dreeves@coab.us
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1
C ITY OF ATLANTIC BE ACH R eceived
BOARD I C OMMITTEE MEMBE R APPLICATION F ORM
NOV 2 9 2012
Please ch ec k (../) the box beside each Board or Committee that you are applying to ser ve on. If you check more than
one, please r a nk 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 crer1<
Code Enfo rcemen t Board /Communi ty Development B oard
Pens ion Board of Trustees B oard Member R eview Committee
Cultural Arts and Recreation Advisory Committee
-
DATE: Jt _2_9 -t;). APPLICANT'S NAME:
ADDRESS: J /I ""5-e-o: C. h_ ;\v-e_.
S-f /1£'r IN S1 vY\ 01 ~S
A:B
DAYTIME PI-lONE: r,?-/1-<'llCf ~ EVENING PH ONE: ______ _
~ ~ (.M,Cl.\,1 • COctJ'--
E-MA IL ADDRESS:S,/ (VI c:_~e.Jq_~e..r \J FAX: ___________ _
Please explain any employment exper ience, 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.
Please return completed form to
Donna L. 8aJ1le , City Clerk, 800 Seminole Road , Atlantic Beach, FL 32233
PLEASE NOTE: Members of the Code Enforcement Board, Community Development Board and Pension Board of
Trus tees are required to fi le Statement of Fi n anc ia l Interest Forms. A lso, infor mation regarding "Conflict of Interest"
is provided on page two of this applica t ion. This application will exp ire two (2) years after date of s u bmittal.
CITY OF ATLANTIC BEACH Received
BOARD I COMMITTEE MEMBER APPLICATION FORM
NOV -5 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 Cler1c
Code Enforcement Board
Pension Board of Trustees
Cultural Arts and Recreation Advisory Committee
Community Development Board
Board Member Review Committee
oATE: uj; j;'.l APPLICANT's NAME: (Beb;;J8slh&pJ /doHp6t:tcoS
ADDRESS: 1_1~ / s-1 h S:-1. 11-6
02-12{
DAYTIME PHONE: A~ 0 ~ Cf c1, EVENING PHONE: ·7 0<? ,q f ~ ~
E-MAIL ADDRESS: bAornpbe.,.,ec;(jj) f'Oitdc FAX:_-t.=-_1J _________ _
6ts;r. 'eT
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.
(I
z:)...-~ tJvt-!!1
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
CITY OF ATLANTIC BEACH
BOARD I COMMITTEE MEMBER APPLICATION Fq&M1vED
Please ch-eck (...J) beside each Board or Committee that you are applying to serve on:
(A summary of each board/committee is available on page 2 of this form.)
NOV t 2 2007
OFFICE OF THE CITY CLERK
0
0
0
Code Enforcement Board
Pension Board of Trustees
Cultural Arts and Recreation Advisory Committee
~
0
0
Community Development Board
Tree Conservation Board
Board Member Review Committee
APPLICANT'S NAME: 8 fi\12 LGS;;\O,..j 6. Q42WS
\
ADDRESS: t ~ ~ ~ ~U \~~ 'f.Ofl t?
DAYTIME PHONE: 'j(o1·&~(o<b EVENING PHONE: ~i\.A~
E-MAIL ADDRESS: r\fAe.~~~f~~---------
Please explain any employment experience, board/committee experience, and/or community volunteer experience
relative to the board/committee applying for.
-Ct<;. \ ,At2.G~~
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.
\i=s EJ~ f\'<2.c..fu~A ru co~~ENJ W\-r~ ~
lU.f:}M6:>T$ or }1\L.~3\ G w~~ AND :r~ ~_o -so f,~oN12k ~ £r2-o-fbr2~ fu~N~S ~m-:s ~~
ttilli't\. v.:t\~~ c J0t-.,\S?~KfQ ..
Please return completed fonn to
Donna L. Bussey, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233
CITY OF ATLANTIC BEACH
BOARD I COMMITTEE MEMBER APPLICATION FORM
P lease check (-Y) the box beside each Board or Committee that you are app ly ing to serve on. If yo u check more than
one, please rank your interest in each board I committee by order of priority.
(A summary of each bo ard/committee is avai lab le on page 2 of thi s form.)
Code Enforcem ent Board
Pension Board of Trustees
Cultural Arts and Recreati on Ad visory Commi ttee
DATE: ~ ·/2 · /0 APP LI CANT 'S NAME:
AD DRESS: ( ~qo ~ c.hvetttJI!-
__.__ Community Developme nt Board
Board Member Review Commi ttee
DAYTI ME PHONE: fbf~· C,2A.1 ~PHONE: t:lfof. ?33./'f£>'3
E-MAIL ADDRESS : ~~t.oVJt~ FAX: 1otf:· -vf'(· bZ-87
+
("(A/ i~5 ~U-tcl 11 S 4 t 0 ~as'{~omp e te fo o vi""~ &s;·'t"'~
D o nn a L. Bartle, C ity C lerk, 800 Semino le R o ad, Atlantic Beach, FL 32233
PLEASE NOTE: This applicati on will expire two (2) years after d ate o f s ubmittal.
1
1
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 / committee by order of priority.
(A summary of each board/committee is available on page 2 of this form.)
___ Code Enforcement Board ___ Community Development Board
___ Pension Board of Trustees ___ Board Member Review Committee
___ Cultural Arts and Recreation Advisory Committee ___ _______________________________
DATE: _____________ APPLICANT’S NAME: _________________________________________
ADDRESS: __________________________________________________________________________
DAYTIME PHONE: _________________________ EVENING PHONE: ____________________
E-MAIL ADDRESS: _________________________ 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.
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
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.
4
2/5/2015 Steven Mandelbaum
906 Stocks St Atlantic Beach Florida 32233
301 602 7215
steve.mandelbaum@gmail.com
While living in Maryland, I worked with the home owners association to establish community by-laws that protected and enhanced and
protected neighborhood and did not violate any existing city code. This expericne has given me greater insight into working
on a committee for the greater good of the neighborhood.
I am currently a home owner in Atlantic Beach. I am interested in perserving the character and beauty of the city. This board
is an intergal part of acheiving that goal. Additionally, I am interested in serving the greater good of the city.
2
Code Enforcement Board (Also acts as the Nuisance Control Board)
Meets in Commission Chambers, 800 Seminole Road, at 6:00 pm the second Tuesday of January, March, May, July, September
and November. The board consists of seven members and one alternate who are appointed by the City Commission and who
serve three-year terms. The Code Enforcement Board has the jurisdiction and authority to hear and act on alleged violations of
the following:
• City of Atlantic Beach Code of Ordinances,
• Building codes, as adopted by the City,
• Standard Housing Code, as adopted by the City,
• State of Florida Health Code,
• Florida State Statutes, and
• State, county, and local laws and ordinances whose intent is to promote the health, welfare, and safety of the citizens of
the City. The Code Enforcement Board has the authority to assign penalties as provided by Fla. Stat., Chapter 162.
Community Development Board
Meets in Commission Chambers, 800 Seminole Road, at 6:00 pm the third Tuesday of each month. The board consists of seven
members who are appointed by the City Commission and who serve two-year terms. Applications for Variances, Uses-by-
Exception, and rezonings are considered by the Community Development Board. The board makes final decisions on Variances
and forwards recommendations to the City Commission on Uses-by-Exception, rezonings and several other types of
applications. The City Commission makes a final decision on these requests.
Pension Board of Trustees
Meets in City Hall, 800 Seminole Road, quarterly or as scheduled. The City has two pension boards, one for police employees
and one for general employees. The boards are responsible for the general administration, management, and oversight of the
operation of the retirement system. Each board consists of five members.
Cultural Arts and Recreation Advisory Committee
Meets in Adele Grage Cultural Center, 716 Ocean Boulevard at 6:00 pm on the fourth Tuesday of each month. This committee
consists of nine members who are appointed by the City Commission and who serve 2-year terms. The duties and
responsibilities of the committee include:
• Develop plans, promote and support programs and projects to bring the benefits of recreation to the citizens of
Atlantic Beach,
• Recommend a calendar of special events,
• Evaluate and advise the City on the effectiveness of programs,
• Evaluate and make recommendations on assignments or requests made by the City Commission or City Manager,
and
• Evaluate and make recommendations to the City commission on requests for City funding for special events, art
projects, and recreation programs.
Board Member Review Committee
Meets in City Hall, 800 Seminole Road, at 5:00 pm usually on a Thursday (when needed). This committee consists of six (6)
members. The committee reviews applications and makes recommendations for the appointment and reappointment of
members to the city’s Boards and Committees.
“CONFLICT OF INTEREST” NOTICE:
“Part III of Chapter 112, Fla.Stat., is the Code of Ethics for Public Officers and Employees. This Code defines “conflict” or
“conflict of interest” to mean a situation in which regard for a private interest tends to lead to disregard of a public duty or
interest. Fla.Stat. §112.312(8). The intent of this Code, in part, is that public office not be used for private gain. Fla.Stat.
§112.311(1). A “conflict” or “conflict of interest” is something that would result in a special private gain to an individual,
usually a special financial benefit.
An appointed member of a committee of the City of Atlantic Beach will most likely be subject to the provisions of the
State Code of Ethics. Disclosure of any “conflict” or “conflict of interest” should be made as soon as possible in the
appointment process. While it may be difficult to anticipate conflicts or conflicts of interest that may arise during future
committee meetings, which should be disclosed immediately by any committee member, those known or anticipated initially,
including those which others might perceive as a conflict or conflict of interest, should be disclosed during the appointment
process.”
CITY OF ATLANTIC BEACH
BOARD I COMMI'ITEE 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 fonn.)
Code Enforcement Board
Pension Board of Trustees
Cultural Arts and Recreation Advisory Committee
DATE: \\-@-\ Q APPLICANT'S NAME:
ADDRESS: \)X) 60.\30 ~d.
DAYTIME PHONE: 0~-;:§\Cj;]
L Community Development Board
Board Member Review Committee
EVENING PHONE: Ql\d -l\ l \ ()
E-MAIL ADDRESS: f\nOo.\-§e.u@W\ss->\..t.'\h .(It\-FAX:----------
Please explain any employment experience, board/committee experience, and/or community volunteer experience
relative to the board/committee applying for.
T \..)Qs ~(nuD\AS\'-l o. ffifmbec cmc\ \).1\.e cku',c \Dr -\'ne \\~. \(ee,
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: This application will expire two (2) years after date of submittal.
1
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
Pension Board of Trustees
Cultural Arts and Recreation Advisory Committee
DATE: I f.,. 3-ll( APPLICANT'S NAME:
ADDRESS: 3 3 S> '-,:::..t:::-~ c-"'
DAYTIME PHONE: 9 o c.t -::2 3 .>-3 ~ 'f 7
~ Community Development Board
Board Member Review Committee
EVENING PHONE: -----------------
E-MAIL ADDRESS: /3LUTHUfiJ!>fL~.CciiY§JQIJ{Ait..•CO'-f. FAX: ____________ _
Please explain any employment experience, board/committee experience, and/or community volunteer experience
relative to the board/committee applying for.
S r/r-H L<Mo&J To Ct'>,vl1r V~v-rSD. I 9"'?9-179 2-
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.
36 Y£41(.£.
I
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
CITY OF ATLANTIC BEACH Received
BOARD/COMMITTEE MEMBER APPLICATION FORM
DEC 2 2 2014
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.) Office of City Clerk
d-Code Enforcement Board
3 Pension Board of Trustees
::f._ Cultural Arts and Recreation Advisory Committee
DATE: /?f""D£C.
1 /~ APPLICANT'S NAME:
ADDRESS:
DA YTJME PHONE: (CJo<j) <6 5"'3 -{., 777
/ Community Development Board
S Board Member Review Committee
EVENING PHONE: __ __,.,S_.w.t___,t:.~--
E-MAIL ADDRESS: ~hwo~/l~~@)yd.h.ao, FAX: __________ _
...) -t c C'f'\1
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.
r cks./rt-e. -to bt: ftA l)u IJ~ I~ Y\-1.1 /o(c. { (i(SM 1"1. Uj.{ i.+¥ '
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 Received
BOARD I COMMITTEE MEMBER APPLICATION FORM
APR -'7 2014
Please check (-Y) 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 Cleric
Code Enforcement Board
Pension Board of Trustees
J Community Development Board
Board Member Review Committee
Cultural Arts and Recreation Advisory Committee
DATE: 3-I{· do Jtf
.)~ 2 )) L/1""-r f) fA) ·]s /II 'fJ p
APPLICANT'S NAME:
ADDRESS:
DAYTIME PHONE: qoy -fo/0--(/{"a, EVENING PHONE: ______ _
E-MAIL ADDRESS: Ka. ( la,af tDkor:s/te6.~x: tlD~ ~2JI1-ZD11
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.
811vvWtvtJ N lfv ~~ c~
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
BOARD I COMMITTEE MEMBER APPLICATION FORM
Please check (.V) 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 t::ach 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
_L' Community Development Board
Board Member Review Committee
DATE:"J=c,"-5"1 2.o1s-APPLICANT'S NAME: /2;c~c1 rJ f. (2.e,~c..l._//?_~
ADDRESS: l.ol.. ~ /3ec.._~L ftvc.n "'12.. • A+Jc, ... -h~ /Je.<....:-L,. PL.-'3 2.2-3 ~
DAYTIME PHONE: ~tJ'f-"£~71-yo 'jL
E-MAIL ADDRESS: Ctc-L re·, (' Lk r:e ...,,,} c,t>l..,
EVENING PHONE: c;oy-2...'7'"L -6F~J
FAX: e, 0 '/ ·-2.-"' t..... Q jC) I
Please explain any employment experience, board/committee experience, and/or community volunteer experience
relative to the board/committee applying for.
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for wishing to be appointed to this board/committee.
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Please return completed form to
Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233
PLEASE NOTE: Members ofthe 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
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
I Pension Board of Trustee(J)
~ Cultural Arts and Recreation Advisory Committee 0
/ Community Development Board~ .-_
1/ Board Member Review Committee(!)
DATE: 9/5)'tf. APPLICANT'S NAME:
ADDRESS: ( S ~~ \)(,G\J...oJy (.,.,~-MtV\·bl
DAYTIME PHONE: 'VOL{.~\. ~ )")..' EVENING PHONE: _______ _
E-MAIL ADDRESS:
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.
e ty. IA~t-i ~\ thy ~ 1 ~\.. -h ~ s CVtu.y (, ~
Please return completed form to
Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233
Josu,k) <t~~
ofkr>~ ..
cAt.c '>t. 5-U2. ~~~' •
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.
EDUCATION
James "Jay" Wilson Ill
1842 Hickory lane, Atlantic Beach, FL 32233
804.221.3211
jayrbwilson@gmail.com
University of South Carolina, Columbia , SC
Bachelor of Administration in Psychology, May 2004
Member of Psi Chi, the International Honor Society in Psychology
Assisted in two published Medical journals (Molecular Psychobiology and Sports Psychology)
Student-Athlete Men's Soccer
Earned Dean's list designation
GPA: 3.3
PROFESSIONAL EXPERIENCE
Stryker Craniomaxillofacial, Jacksonville, FL, 2012-2014
Sales Representative
• Plan, direct and coordinate the selling of product portfolio to achieve corporate objectives and maximize volume and
profitability.
• Consulted with Marketing on playbooks, and marketing material newly launched products
• Perform field calls to variety of health care professionals, including on-call and operating room consultation for surgical
specialists.
• Lead the effort to change mindset of surgeons and hospital administration, while fostering and strengthening key industry
relationships.
• Implement new sales plans and effective marketing strategies to position the organization competitively and exceed
territory objectives.
• Create and execute new record keeping system to track sales, history, and market trends to increase efficiency.
• Used lessons learned from Karrass Negotiation Course to secure sole source agreements which helped achieve 30% growth
in 2013
Stryker Craniomaxillofacial, Richmond, VA 2010-2012
Associate Sales Representative
• Developed crucial relationships with decision makers in hospital administration and health care systems.
• Created and executed sales and action plans for sales growth strategy.
• Developed business plan for the surgical instrument and implant markets that ensured attainment of growth objectives.
• Achieved 30% sales growth in first year within assigned territory.
• Awarded MVP of Phase 3 training class in April, 2011
• Awarded Sales Rep of the Month
• Awarded Team Player award
• Finished at 111.8% PTQ 2011, and at 101.8% PTQ 2010
Driven Marketing, Dallas, TX 2007-2010
Director of Sales
• Developed a co-promotional marketing platform that allowed discounts for events, products and services to participating
organizations and companies.
• Selected to develop and provide presentations relevant to the return on investment inherent to utilization of the products
and services offered by the J. Reider Group
• Recognized, for increasing sales from $0 to generating over $1.7 million in revenue for fiscal years2007-2009 during tenure
as the Marketing and Sales Director for Driven Marketing in the Dallas Market.
• Managed a team of 121nside Marketing/Sales reps
• Managed a team of 50+ Outside Sales reps
FOREIGN LANGUAGES
Portuguese-beginner level
THE THONBURI HOSPfT Al PUBLIC CO. .LTD
www.thonburihospitol.com
To whom it may Concern,
:14 ·' ls:;C',raphap Road Soi 44, [·l.nn,}<-tlki\P. 8ar~j<ok KFCX:
Tel. 0?·866 1333. 02·412·0020 Fax. 02 412 7343
My name is James Nanakompanom and I have had the privilege to work and play soccer with Jay Wilson for
several years.
We met for the first time playing for the Arizona Heat semi-professional indoor soccer team, which
flourished into a great friendship in which !learned how loyal a friend and teammate he is. As all athletes
experience the ups and downs of playing any sport at a high level we all need a supportive teammate, just as
in life, a good friend is like finding a diamond in the ruff, and that is how I describe Jay Wilson's character
and loyalty to anything he becomes a part of in work or leisure.
l also had the chance to worlc with Jay in a cold call, door to door sales job in Phoenix, Arizona
What you have to think about is what separates great salesman from barely getting by salesman, extraordinary
from ordinary salesman. Not all people have it, but Jay does: The abilily to connect and inspire people on a
different/eve/, this includes but not limited to: great charisma, great communication. makjng. people laugh
and being sincere. These qualities are what I saw instilled in everything that makes Jay who he is, coupled
with his southern drawl, character, and loyalty was an example for me everyday as we entered the cold office
every morning at 6am to get ready for the sales day.
Another important trait that I noticed and learned from Jay is what all sales people need:
Determination, the ability to not be let down by a NO, because as all people on both sides as getting a sale
pitched to them or selling a pitch to a customer, NO is the answer that always comes first Jay's determination
combined with his ability to connect with people made him a sales leader just a week after we started, a
manager just short after. Jt was a special thing watch Jay talk to customers and motivate us every morning to
do a job, door to door sales, in whlch as everyone knows is a pretty difficult job to do, it's not for everyone
but Jay flourished.
You can be great with peopJe and be detennined which are great traits but there are two roads to
choose from: I. A Selfish way and just work for yourself and making money off of people and not care about
your team, or 2. Concentrating your abilities to be a great leader, team member, and to help people become
great as well, and that is what I learned from Jay as I worked with him and played soccer with him. In
everything Jay did, he took the helm of a leader and developed people as well as shown an example of what
great leaders should be like.
Jay Wilson with be a great asset not only managing the sales team and a loyal co-worker but also if
you let him, he will be the pulse to help grow the starting soccer franchise into a great money making
machine.
Sincerely,
James Nanakornpanom
International Business Development o·
Cell: ... 66 (0) 851395142 Email: jnanakom@gmail.com
05/06/2014 10:25 FAX
Morgan Stanley
May 5, 2014
To whom it may concern,
141000110001
Wealth Management
One Blue Hill Plaza
Suite 100
Pearl Rivc:r, NY 10965
tel 845 731 250Q
fax 845 731 2550
toll free 888 848 5067
It is my pleasure to be writing this letter recommending Jay Wilson. I had the
opportunity to work with James for approximately two years. During this time I was able
build a relationship with him professiol).ally and personally. Please accept this letter to
learn the reputation of the qualities he has.
First of all I would like to describe his dedication. Whether it is from bringing a
sense of urgency to every work task he has, to making sure all ofhis personal matters are
in order, he a~ks every day to truly exemplify the expression "Seize the day". He takes
personal pride in himself. Therefore, any task no matter how small or large he would go
above and beyond and never settle for the bare-lllinimum. His work would almost leave
a signature.
The next thing that remarkable was his teamwork. Jay's humble nature and
approachability allowed for him to spread him self out to his teammates. He could work
with anyone and make them feel comfortable to ask tough questions that they could work
through together. While giving of his time he never seemed to ever take a step back in
his own personal wOI'k. He always believed tlun the best way to improv~ his situation
was to help improve the ones around him first.
Finally I want to address his leadership. He always believed in leading from
amongst and never from above. He would never ask or expect anyone to perform a task
if he had not done and Wlderstood it already. Therefore. he had a way to motivate others
to expect the best out of themselves because they saw him generate the best ofhimself. I
was able to watch iay cultivate some of the largest and most productive teams in the
nation. His team still holds records in many of the most important categories within the
company. I assure you that this wasn't a coincidence, but a pattern of coaching and
developing talent.
Jay was instrumental for my development. Few people I have worked with have
left as much of~ impact. I strongly recommend Jay for any position, opportunity or
endeavor that he pursues. He will be valuable to any organization.
Sincerely,
~hd~·
Joseph Brunelli
Financial Advisor
Morgan Stanley
914 589 9960
Morgan Stanley Smith Barney LLC. M~mbor SIPC.
MICROFIXATION
To Whom It May Concern:
Please accept this as my personal letter of recommendation for Jay Wilson. As a Sales Representative
for Biomet Microfixatlon and former sale rep for Stryker, I have seen firsthand Jay's exceptional sales
skills, managerial skills, and how he immediately became an integral member of the company. Now, a
few years later, he is in pursuit of new opportunities to expand on his considerable skills. I have
personally tried courting and recruiting him for my current company based in Jacksonville, FL.
Jay has a winning attitude that embraces all challenges and encourages collaboration. The phrase "team
player" is often overused, but Jay is truly that. He draws the best out of every person, promotes talent
and has succeeded at every task handed to him. To better my services, I us~ many of Jay's ideas and
practices. These ideas and practices are now being mirrored by many other regional managers and sales
representatives.
Jay is also an effective leader. He clearly communicates expectations and notes strengths to better
improve his team's performance. Out of the multiple sales reps I have known over the years, Jay was is
the only one that continues to show high amounts of profit and with high marks every year.
It is my pleasure to recommend Jay Wilson for any position or endeavor that he may seek to pursue. He
will be a valuable asset for any organization.
Sincerely,
Michael Balger
Sales Representative
Gt~. 8w!{. 5 5'1!+
1520 Tradeport Orillll
Jacksonville, FL 32218-2480
Ofllce: 904 741.4400
FBJ~: 904.741.4500
www.btomelmicrolillaliln. com
LORENZ PLATING SYSTEMS I LACTOSORB I STERNALOCK I PECTUS BAR I MIMIX I TMJ I DISTRACTION I HTR I LORENZ SURGICALINSTRUMENTS
I<C+I KINGSTON
GENERAL
HOSPITAL
To Whom It May Conc~rn:
lh S!IJ!,kl S l~f'EI
K NGSTON DNI'f\11!'.:·
K7L 2'//
Tt: .. Qi].~4R·:t!''i.(
Please accept this letter as my personal letter of recommendation tor James Wilson. I have
known Jay for over 10 years and he has played an integral part in my personal lif:C and
professional life. We ha\'e worked together. as well as been teammates on a varsity soccer team
at a high collegiate level.
Now that he is in pursuit of new opportunities to expand his abilities. 1 have no doubts that he
will be an asset to your organization. Jay is an accomplished and self motivated individual who
never seems to be content \:vith just being average. Through his easy going and open minded
nature. he is always looking at personal and profession improvement.
Jay has a winning attitude that embraces all chal1enges as an opportunity to succeed. His hard
working and positive attitude is contagious. which always encourages collaboration. The phrase
"team player" is often over used. but Jay is truly that. He draws the best out of people. promotes
talent and shares his and their successes.
I've known him to go above and beyond. and have always seen him reach his goals, even if not
successful in his first attempts. Jay is incredibly intelligent and an amazing leader. He seems to
learn from his mistakes and loves to share his experience and knowledge with others
It is with great pleasure that 1 \Vrite to you in recommendation of James Wilson. As a honest and
caring individual with strong moral values 1 am certain he will make an extremely valuable asset
to your organization.
If you have any questions. please do not hesitate to contact me.
Sincerely. __ . -~ ·· ·-· ;.. ..
. --;~~{~-:.~,-::,../:
_,,-~~<~--~---
Felipe Pereira B.Sc .• M.D.
F.R.C.S.C. Candidate
Orthopaedic Surgery Resident
Queen~s University
938 Swanfield Street
Kingston, ON. K7M OAS.
Emai I: fe 1 i pe. pereira(ft3queensu.ca
TeJ: 613.449.4433
Fax: 613.544.917
Ar1 AccredltecJ feoct·ling Hc:;piiol .Jtfiii< 1te.:d with Quer_,n s: :rliversity se;v,ncJ ::ioutr1eostern Ontario tor rnoru thon ·1 '!0 V<Yu:;
CITY OF ATLANTIC BEACH
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 ~f each board/committee is available on page 2 of this form.)
a Code Enforcement Board
Pension Board of Trustees
Cultural Arts and Recreation Advisory Committee
DATE: ____ _ APPLICANT'S NAME:
ADDRESS: 1024 Ocean Blvd
DAYTIME PHONE: 904-595-5425 (cell-301-787-8102)
E-MAIL ADDRESS: carr.susanjo@gmail.com
~ Community Development Board t:j Board Member Review Committee
Susan Carr
EVENING PHONE: 904-595-5425
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.
Please return completed form to
Donna L. Bartle, City Clerk, 800 Seminole Road, Atlantic Beach, FL 32233
PLEASE NOTE: Members ofthe 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.
Susan Carr
Application for Community Development Board
11/23/2014
#1
I retired from the Dept of the Navy in 2011. I started as a secretary in 1973 and worked my way up the
career ladder as a business financial manager in various capacities to the Chief Financial Officer for the
Program Executive Office for Ships. I have extensive financial, budgeting, and contracting experience. I
have a BS degree and a Masters in Public Administration. I served on my neighborhood Homeowners
Association for several years as both a member and as the Treasurer in the 1990's. I designed both my
home in Rockville, MD and our home here at 1024 Ocean Blvd and worked closely with the Architect,
the Contractor, the Engineer, the tradespeople and the COAB permit/approval people.
#2
My husband and I moved to Atlantic Beach in September 2013. We heard about the area from a friend
and were in love with the neighborhood as soon as we saw it-mainly because of the trees and the mix
of home styles and family atmosphere. We purchased our home and had it renovated and added to
prior to moving in. We kept the older portion of the home, removed a garage space that had been
enclosed, and added space well within the boundaries of our lot size. I am concerned with the extensive
destruction of the older homes being razed and replaced with huge homes which is, in my and many of
my neighbors' opinions going to ruin the small town feel that drew us to Atlantic Beach. While the new
homeowners are well within their rights to build within current codes/zoning regulations, it seems that
much of the increased development is being driven business-people versus homeowners. As part of this
community, I would like to be on this committee to be involved in the current and future changes to
Atlantic Beach.
CITY OI ATLANTIC BEACH
BOARD I C OMl\flTJEI. MEMBER APPLICATION F OR.l\1
Please ch ttk ( '~ the box beside each Boord or COJllllliltee that yru are applying to serve on. If you clleck more than
one, please rank your interest in each board I OOllllllittee. hy order of priority.
(A SUilllllal)' of each board/committee is available. on page 2 of this fODD.)
§ Code Enforcement Board
Pension Boord of Trustees
Cultural Arts and Recrea tion Advisory Committee
DAlE: 01120115 APPUCA."NT'S NAME:
[Z1 Commtmi ty Development Board tj Board Member Review Co!DDl1l!ee
David V11Cet1t
ADDRESS: 1130 Seminole Road: Allamic Beach . Fl32233
DAYTIME PHONE: _9044 __ 22_-34_23 ____ _ EVENING PHONE: _sa_m_e ____ _
E-MAil. ADDRES S: dvin711 @yahoo.oom F~~~~~~----------
Plca3c C.'tplnin ony cmploymc:ut cspcrimcc, borudloommittcc cxpcriCDOC. and/or comtmm il)• voluntocr c:tpcricnoc
relati\<e to lhe board/committee applying for .
1 have had the nonor OJ seMng on ltle Chanet Re~~tew com!Tfttee 110e the last nne montns. ThiS exp&~~ence has ta141-t me a gteill deal about
our Oity and the Comminee Process in general. AXitionaDy. after -11 years at Merr ill Lynch. I have been involved in
reviewing c:omplex processes and documents (bolh as a team member and as a leader). Other relevant experience
indudes a brief period pca.cticing as a real estate agent, during which lime, 1 gained experience with rea! esta1e contraciS
and transactions. I am also on the boatd f O< the Beaches Local Food Network (BLFN), which operates the Green
Market in Neptune Beach and is not affiliated with DIG Loca~ the ope<atOf of the mid.week market in Bull Park.
Please pro>ide a brief expl anatio n of}""' interest or any special qualificatioos yru ha> .. in Ibis field and your reasons
fur wishing to be appointed to this boardfcommitt.,.
1 g rew op in Allarltic Beach and have recemly returned (Jan 2014) alter anending UC F in Ollando and starting a
family in Jacksonville Beach. I have been fortunate enough to have the opportunity to take over my chikihood home
on Seminole Road. Now that I am taisilg my family here. It woukf be an honor to be a pan of safeguarding the
qualify of life in 01.11 Ciry in the coming years by being a membe r of tfle Commll'tity Development Board.
Pl ease return completed form to
Donna L. Bartle, City Clerl:, too Semino le. Roa d, Atlantic Beach, FL 32233
PLEASE NOTE: Members of lhe. Code EnforcemaJI Board, CoDIDDmity Development Board and Pension Board of
Trustees are required to file Statement of Financial htterest Forms. Also, infonnation regarding "Conffict of Interest"
is pro>i ded on page two of Ibis application. This •?Plication will expire two (2) years after date of submittal
I
D AVID V INCENT
1130 Seminole Road Atlantic Beach, FL 32233 (904) 422-3423 dvin711@yahoo.com
AREAS OF EXPERTISE
Regulatory Compliance
Project Management
FinCen SAR Requirements
Business Development
Anti-Money Laundering Practices
Financial Investigations
Operational Risk Mitigation
Relationship Management
Six Sigma Methodology
EDUCATION
BACHELOR OF BUSINESS ADMINISTRATION – FINANCE University of Central Florida – Orlando, FL
AFFILIATIONS
City of Atlantic Beach, FL Charter Review
Committee Member (04/2014 – 02/2015)
FINRA – Series 7 & 66 (01/2004 – 04/2014)
Beaches Local Food Network – Board Member
Men’s Garden Club of Jacksonville
Boy Scouts of America – Pack 37
PROFESSIONAL EXPERIENCE
CIT GROUP, INC. – JACKSONVILLE, FLORIDA 2014 – Present
GLOBAL COMPLIANCE
ANALYST – FINANCIAL INTELLIGENCE UNIT (APRIL 2014-PRESENT)
Assist with implementing and improving an effective Anti-Money Laundering program ultimately enabling CIT to
become a Systemically Important Financial Institution as defined by the Federal Government. Develop and implement
processes and policies which adhere to the requirements of the USA PATRIOT Act and the Bank Secrecy Act with the
goal of maintaining satisfactory regulatory reviews and allowing the Firm to continue it’s significant pace of growth
enterprise wide.
BANK OF AMERICA MERRILL LYNCH – JACKSONVILLE, FLORIDA 2003 – 2014
GLOBAL WEALTH AND INVESTMENT MANAGEMENT
FINANCIAL ADVISOR – PRACTICE MANAGEMENT DEVELOPMENT PROGRAM (FEBRUARY 2013-APRIL 2014)
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 develop the business management skills needed to operate an optimal practice model.
INVESTMENT SOLUTIONS – CLIENT ONBOARDING SERVICES
OPERATIONS TEAM MANAGER – MONEY MANAGER SERVICES (JANUARY 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 Firm. Successfully migrated the entire business to Jacksonville including facilitating the recruiting and
training of eleven service and four operations representatives. Led a Six Sigma project team to reduce the number of
manual trades processed by the Mutual Fund Trading Desk at Merrill Lynch.
FINANCIAL DATA SERVICES, INC
SENIOR OPERATIONS ANALYST – UK TRANSFER AGENCY DEALING TEAM (SEPTEMBER 2009-JANUARY 2012)
Responsible for the UK equity trading desk. Created and enforced internal controls while maintaining trading and
custodial relationships with offshore partners representing more than £30 Billion in assets under management.
SPECIALIST – MONEY MARKET TRADING DESK (JUNE 2008-SEPTEMBER 2009)
Managed the daily functions of the Money Market Services team. Designed, implemented and managed a manual
process to support the rollout of a new feature of the Merrill Lynch Bank Deposit Program® allowing the team to
enroll over $25 Billion in the program within the first six months.
ANALYST – MUTUAL FUND TRADING DESK (OCTOBER 2005-JUNE 2008)
Responsible for ensuring accurate and timely execution of more than 240 million automated mutual fund trades and
corrections per year.
MERRILL LYNCH INSURANCE GROUP SERVICES
ANALYST – ANNUITY CLAIMS AND FINANCIAL PROCESSING TEAM (MARCH 2003-OCTOBER 2005)
Verified and paid beneficiary claims associated with the Firm’s proprietary annuities. Obtained Series 7 and
Series 66 licenses. Completed the Merrill Lynch Six Sigma Apprentice Program.
CITY OF ATLANTIC BEACH
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
Cultural Arts and Recreation Advisory Committee
DATE: ~ ' ~~ -=-4------L---
ADDRESS: 3 8Cf
DAYTIME PHONE: 9 0 ~l ;). L-f 1 -9·' ~ "-(
E-MAIL ADDRESS: \LL•I-J e@AOL.. Cdvv'-
~ Community Development Board D Board Member Review Committee
EVENING PHONE: qo '-( ::2 <-t f Y bJY
FAX: _____._q _o l(_-=--'2>____,_7-=-)__CXJ_· _G_7_
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.
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.
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