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Home My WebLink AboutDocumentation_Regular_Tab 13_07/14/2011 � =� VILLAGE OF TEQUESTA °,�, AGENDA ITEM TRANSMITTAL FORM � �� 1. VILLAGE COUNCIL MEETING: Meeting Date: Meeting Type: Regular Ordinance #: 7/14/11 Consent Agenda: No Resolution #: � �•�� -:� �� ° ��r °��°:��. Originating Department: Clerk Z. AGENDA ITEM TITLE: (Wording form the SUBJECT line of your staff report) Council Consideration and Appointment of Pension Board Trustee to the General Employee Pension Board to Fill the Remainder of an Unexpired Term - Term Ending 5/13113 - Applicants Steven Eagen and Cary Levine 3. BUDGET / FINANCIAL IMPACT: Account #: N/A Amount of this item: N/A Current Budgeted Amount Available: Amount Remaining after item: N/A N/A Budget Transfer Required: No Appropriate Fund Balance: No 4. EXECUTIVE SUMMARY OF MAJOR ISSUES: (This is a snap shot description of the agenda item) Council Consideration and Appointment of Pension Board Trustee to the General Employee Pension Board to Fill the Remainder of an Unexpired Term - Term Ending 5/13/13 - Applicants Steven Eagen and Cary Levine 5. APPROVALS: Dept. Head: � Finance Director: ❑ Reviewed for Financial ,._. Sufficiency %' �6 Financial Impact Attorney: (for legal sufficiency) � Yes ❑ No ❑ Village Manager: �-��—' � • SUBMIT FOR COUNCIL DISCUSSION: � • APPROVE ITEM: ❑ • DENY ITEM: � Form amended 08/26/08 . ,,. ,�, � �� MEMORANDUM � ro , .r 3 " o� � � Village of Tequesta Clerk's Office TO: Mr. Michael R. Couzzo, Jr., Village Manager Honorable Mayor and Village Council Members FROM: Lori McWilliams, Village Clerk DATE: July 1, 2011 SUBJECT: Appointment of General Employee Pension Board Trustee Recently, Ed Sabin, a Public Safety Pension Board (PSO) Trustee resigned resulting in a vacancy. This position was the 5 member and appointed by the PSO. Two applicants applied for the position and considered by the PSO. The applicants were John Terzakis (a General Employee Pension Board Trustee) and Steve Eagen. Due to Mr. Terzakis' knowledge and experience with the Village pension boards, he was selected by the PSO to fill the vacancy, thereby leaving a vacancy on the General Employee Pension Board (GE). Two applications have been received for the General Employee Pension Board vacancy: A licant Te uesta Resident Steven Ea en Yes Ca Levine Yes The selected applicant will serve the remainder of the two-year term — term ending 5/13/13. Referenced Code Sec. 2-1. Appointments to boards, committees and commissions. (a) The village council shall make appointments to all the various boards, committees and commissions constituted by the village council by ordinance or resolution at the regular village council meeting held in May of each year. Vacancies occurring during the course of the year may be fiUed by the village council at any time. McWilliams, Lori From: support@civicplus.com Sent: Thursday, June 30, 2011 5:02 PM To: McWilliams, Lori Subject: Online Form Submittal: Board Application Form If you are having problems viewing this HTML email, click to view a Text version. Board Application Form Please complete the short online resume below. Personal Information j�er�er�! ��a��yee Pensic�n Board U] ��lec� the �3�>�rt�, C�zrnm�ssir�n, �r Cornr�eitt�e appiying fc�r:• ��r�r� €�, �at��r� f�arn�:� 67 F�ir�ri�� !, �e��te�t�, F� 33469 H�m� ��c�re�� rna�s� b�: � resid�nt of T�questa -'4 � y�;ars of age or older ar�d a re�istered �etater):� �6'6 -��9 -5��2 �i��ra� ��cara� t�u�ber.* 30'f t�, C7�iv� P�venue, VVP�, FL 3�401 �us�ne�� ddre��:* ��1-35�-2��4 ��9r��s� Fho�e 3��ra�be�°;* 5616015842 Cell Phone: �c�n�rr��c�� a! ��tat� Appraiser C)��p��c��:* speaqen(a�vahoo.com ��ail ��r��:* Residency Information °� ��r L�r►ggl� r�� e�id�r��y i� 1/ill�g� (inc�rpora#e�0 re�id�n�s �only shauld apP�Y�:* (�.� �'�s ( � t�r� 1�r� y�t� � rer�i�t�rec# voter (bo�rd rnernbershi� rec��ir�� yau t� b+� a registered voter):* Education and Hobbies �`�,�, ��eh�lr�r� �f �u�ine�s Admin, '1990 F�i�� hc�cal: �6��.3, ��er caf ��ib[i� �drriini�tratio�n, �QO� ��ileg�� T�°ade �ar �3usines� 5chac�9: ��bbi��: Organization Membership Information �5�) ��s f � �c� �r� �rsa�a �urr�nt§y s�rving c�r� c�t��r Bc�ards, Commissic�ras, or Committees?• �Q�, T�ques�� c��ntry �1ub Ham�awn�rs ��s�a�iatian If y��, �r�i��t: (�) Y�� ( � �� H�v� y�� erv�d �n a Bo�rel, �ommissic�n, �r C+�rrimit�ee b�fore?* i y�5 !� ye�, vvhi�h: Tr�a�ur�r �af �iv�� C1ub c�� Ffagle� �unr9se �c�undatic��i and �perating. P'I�� li�fi �rqa�iz��ic�n txaen�ber�hips and pc�sitians �eid: Board af Director for Tequesta Country Club Homeowners Association, Former President and Treasurer of Kiwanis Club of Flagler Sunrise 20U4-2008, Please List Areas of Special Interest Manager of Commercial Appraisal Department for Palm Beach County Property Appraiser's Office. State Certified General Real Estate Appraiser, Licensed Real Estate Saiesperson, Kiwanian of the Year 2006-2007 Flagler Sunrise. Please Enter Basic Resume Information Below "' indiaafe� �'equired fields. The following form was submitted via your website: Board Application Form Select the Board, Commission, or Committee applying for:: General Employee Pension Board Name:: Steven P. Eagen Home Address (must be a resident of Tequesta - 18 years of age or older and a registered voter):: 67 Fairview W, Tequesta, FL 33469 Home Phone Number:: 561-601-5842 Business Address:: 301 N. Olive Avenue, WPB, FL 33401 Business Phone Number:: 561-355-2354 Cell Phone:: 5616015842 Occupation:: Commercial Real Estate Appraiser Email Address:: speagen(a�vahoo.com Length of Residency in Village (incorporated residents only should apply):: 1 year Are you a registered voter (board membership requires you to be a registered voter):: Yes High School:: FAU, Bachelors of Business Admin, 1990 College:: FAU, Master of Public Administration, 2000 Trade or Business School:: Hobbies:: Are you currently serving on other Boards, Commissions, or Committees?: Yes If yes, which:: BOD, Tequesta Country Club Homeowners Association 2 Have you served on a Board, Commission, or Committee before?: Yes If yes, which:: yes Please list arganization memberships and positions held:: Treasurer of Kiwanis Club of Flagler Sunrise Foundation and Operating. Please List Areas of Special Interest: Board of Director for Tequesta Country Club Homeowners Association, Former President and Treasurer of Kiwanis Club of Flagler Sunrise 2004-2008, Please Enter Basic Resume Information Below: Manager of Commercial Appraisal Department for Palm Beach County Property Appraiser's Office. State Certified General Real Estate Appraiser, Licensed Real Estate Salesperson, Kiwanian of the Year 2006-2007 Flagler Sunrise. Additional Information: Form submitted on: 6/30/2011 5:02:13 PM Submitted from IP Address: 151.132.106.25 Referrer Page: No referrer - Direct link Form Address: http://www.tequesta.orq/forms.aspx?FID=86 3 McWilliams, Lori From: support@civicplus.com Sent: Wednesday, June 29, 2011 3:46 PM To: McWilliams, Lori Subject: Ontine Form Submittal: Board Application Form If you are ha�ing problems viewing this HTML email, click to view a'Text version. E3oard App{ication Form Please complete the short online resume below. Personal Information ��ra�r�3 Es��ie�y�e P��ior� �caard llj ��e�� he ��r�, Cc��rr�i�si�r�, �r �ommatt�� applyinc� f�r:� ��ry �I, �_�t�i��; �'ax & �iraan�i�l �tiv��car Narz��:* 1� �i�kc�t� H��t �d, `9`�qu��ta, FL. 33469 H�r��e ��d�� r�u�t be a res�dent of Teque�ta - 1� y�ars a� age or �ider and a r�gister�d v�ter);* 5�'� -4�7-72�� -1�rn� �'hs��e �ur�b�r:� 35�5 l��#�t�ry �"r�fl, ��t��1 Jupit�r� FL �345� �r��ir��s �,ds�r��;* ��4 i��5-'� C"�� ca��r�� h�r�� Jur�ber.* 5615969411 Cell Phone: �"�x �ra� �E��a��l ��ivis�ar �3cctapatic�r�:* carv.levine(a�qtax.com �r��l �Ae�d�€:��:* Residency Information � y�ars L�r��t�+ c�f ��d�nc� ir� i�slla�� {ir��arpor�ted t�e��dents only should applY):* (�) '�� ( � �c� �r�: �� s�i�t�r��I vo�er (lac�,�rd rrro�miaership r�r��ir�s �rc�u to �a� a regist�reci v�ter);* Education and Hobbies Fi��r�c� ��r�� rca� UCF, gotf, tertnis, soft�ail F�igh �ch��l: ��rz�kseri��n F��r.��s a�hc�c�l; Tamp�, FL ��; �Jr�a��rsity �a� ��tr�9 Floritia T'��d� �r ��a�in�� c�oa1: �9c��s��: Organizatio� Membership Information � 9 �'�� (3�) �� Ar� yca� ��rrer�tl� s�rvir�g ar� other �caards, Gl7)7"1t"t1lS53fJ11S, ar Cs�rv�mittees?* �� , V�i��%�: ( `� ��S ��} �O �l��r� y�a� ��r�r�� r� � ��arei, Go4nmi�sion, �a� C�ar�n�rt��e befcare?* i (f y�s, u��h� t�lea�� 6�t �r��r�iza�io� r��k�+�rships and p��Etirans h�ld; Please List Areas of Special Interest I have been a licensed financial planner for the last 12 years specializing in income tax, retirement, and estate planning. I have extensive experience with many different retirement plans including IRAs, 401 Ks, 403Bs, 457s, and Defined Benefit plans. I also frequently advise clients on which pension option is best for their situation. In addition to managing over $20 million in investments, I also prepare more than 150 tax returns a year. I have been with the same company for the past 10 years and have been the office manager for the past 9 years. Due to my experience and conservative investment philosophy; I feel I would be the perFect fit for the open position on the General Employee Pension Board. Please Enter Basic Resume Information Below * indic�t�� reqz�4r�d �iel�s. The following form was submitted via your website: Board Application Form Select the Board, Commission, or Committee applying for:: General Employee Pension Board Name:: Cary M. Levine; T� & Financial Advisor Home Address (must be a resident of Tequesta - 18 years of age ar older and a registered voter):: 14 Hickory Hill Rd. Tequesta, FL 33469 Home Phone Number:: 561-427-7249 Business Address:: 3535 Military Trail, #201 Jupiter, FL 33458 Business Phone Number:: 561-625-1070 Cell Phone:: 5615969411 Occupation:: Ta�c and Financial Advisor Email Address:: caryl��ine(a��taX.corn Length of Residency in Village (incorporated residents only should apply):: 6 years Are you a registered voter (board membership requires you to be a registered voter):: Yes High School:: Finance Degree from UCF; golf, tennis, softball College:: Chamberlain High School; Tampa, FL Trade or Business School:: University of Central Florida Hobbies:: Are you currently serving on other Boards, Commissions, or Committees?: No z If yes, which:: Have you served on a Board, Commission, or Committee before?: No If yes, which:: Please list organization memberships and positions held:: Please List Areas of Special Interest: Please Enter Basic Resuxne Information Below: I ha�e been a licensed financial planner for the last 12 years specializing in income tax, retirement, and estate planning. I have extensive experience with many different retirement plans including IRAs, 401Ks, 403Bs, 457s, and Defined Benefit plans. I also frequently advise clients on which pension option is best for their situation. In addition to managing over $20 million in investments, I also prepare more than 150 tax returns a year. I have been with the same company for the past 10 years and have been the office manager for the past 9 years. Due to my experience and conservative investment philosophy; I feel I would be the perfect fit for the open position on the General Employee Pension Board. Additional Information: Form submitted on: 6/29/2011 3:46:17 PM Submitted from IP Address: 68.153.220.154 Referrer Page: http://www.tequesta.orq/index.aspx?nid=130 Form Address: http://www.tequesta.orq/fiorms.aspx?FID=86 3