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HomeMy WebLinkAboutDocumentation_Regular_Tab 08C_11/16/2000 � �.�::� _ M E M O R A N D U M :::$. To: Mayor/Council From: Michael R. Couzzo, Jr., Viilage Manag��— Date: November 7, 2000 �, Subject: Recommendation for Position of Finance Director In accordance with Section 3 02{7) of the Village Charter, I respectfully submit for your re iew and approval the appointment of Mrs. Patricia Varney as Finance Director for the Village of Tequesta. The Finance Director position has been vacant since July 10, 2000 (the assistant finance director position - vacant since June 26, 2000) . Attached is a memo from Kim Bodinizzo, Personnel Specialist, for the Village of Tequesta. Of the eight(8) candidates selected for interviews, only five (5) responded and were interviewed (resumes attached). After interviewing the five (5) candidates, I am pleased to recommend Mrs. Patricia Varney be appointed as Finance Director. Mrs. Varney has served in the capacity of municipal finance director in South Florida for over a decade. A copy of her resume detailing education, background, and experience are attached f�r your review and consideration. Please note that Mrs. Varney & I had the opportunity to work together for approximately five (5) years in Miami Shores. I believe Mrs. Varney has the skills and experience necessary for the position, and will be an asset to the Village of Tequesta. I have negotiated with Mrs . Varney a starting salary of $ 68, 000 per year (this is the amount agreed to for previous candidate from Lantana). Additionally she will receive the same benefits as other Department Heads with the sole exception of receivinq a $300.00/month automobile allowance in lieu of individual health insurance (currently $333.18/month). I am confident that Mrs. Varney will provide the leadership & guidance required, as well as assist me in providing excellence in financial accounting, document presentation, budget preparation, compliance with government regulations, computer and information systems management. I appreciate your review and consideration of this request. Please contact me if I can be of further assistance. Any offer of employment is contingent upon receipt of a satisfactory physical and background check. Word\Manager\Couzzo memo to M& VC re finance director 11-7-00 � Memo This document contains time-sensitrve information. please read immediately and respond as specified. � � � � � t,. To Michael R. Couao, Village Manager �..�...,� � From Kim Bodiniao, Personnel Specialist � DatelT'ime November 8, 2000 y�•� n Subject Finarrce Director Candidates l�Nta The following candidates met the minimum qualifications as set forth ` in the advertisement for the position of Finance Director. � Arciola, Michael Bageron, Tim Brangaccio, David Bridgeman, Randall Miloszewski, Darla Quickel, Tanya Varney, Patricia Wilson, Keaneth The following candidates were interviewed by you: �",��:' "' ' Arciola, Michael `k; "��; .?x�;;��, Miloszewski, Darla ;``" {:�'`�;�.. � Quickei, Tanya �'"�` Varney, Patr'tcia Wilson, Kenneth 'n� ' a; , s- '� �ry` /krb 250 Tequesta Drive Suite 300 Tequesta, Florida 33464 561-575-6249 56f-575-6203 Fax e a�F r� � y P�' ;.x . G� , ..r `' , �i� , . ? � r � � f l � Q. '�. ` Q � Village of Tequesta „ PO Box 3273, Tequesta, FL 33469 � Tel. (561) 575-6200 • Fax (561) 575-6203 �F � 4 �► Co. N _ __ We consider applicants for alt positiorrs without regarc� tci race, coiar, reiigion, creed, ge�det, nationat origin, age, disabifit� rna�itat ot° veteran stat�; or a�yF other tegaE[� profected sta�� (Please Print) Pasitian Appliezi For . I�at� �5� Appiication _ _ � >�1/A�Nf..�- �/ +�L- G �or2/ , /o� fo Haw Did Yc�u Learn About Us'� —-- Q Advertisement �Friend ❑ {� ui - . G FY L] Employme�t Ageney ❑ f�et�tiv� �I p�tier Last 1V�m� FiFSt iVam� f�lidd� Nam+�;: — k`R,R''/�' � -- - _ ��1T��GtA J'ff.��if�- /�.E°rJ6� . �. Acidtess Number ~ Street -- — Cify ^ ' Sfat�^ ?ap God� °: 3o69N�J .z� �� �, __ _ c�ocA _��?"o.�c�/ ��- : 3.3 3 Telephone Num�er(s) — - - __�_,_..___�_�._;� ��a/��719�ff!!90 (��IOlfs�� 1���1'�.�.f%�-%`/� ( Are you legally eligible for employment in the United States? �Yes [❑ No Have you ever filed an application with us before? 0 Yes �No Have you ever been employed with us before? C� Yes �No Do any of your friends or relatives, other than spouse, work here? [,7'�es � No If Yes, state name, relationship and tocation �f,r� a f �a � l b Are you currently employed? ��(�� ����� �Q� es e''� ❑ No May we contact your current employer'? �,i Yes � No Date available for work /a? l/P / o o What is your desired salary? s�u�� o0 0� Are you available to work: Overtime �Yes � No Nights �j Yes � No Weekends �Yes [] No Have you ever been convicted of a felony? 0 Yes +�No Please explain circumstances THE VILLAGE OF TEQUESTA IS AN EQUAL OPPOR'TUNlTY EMPLOYER i � • .. . •.. . -. . . • �.. • .. . . - . �-. - ,. �_. . .. . �►„�'�. �`ti�c'�: .. . 'rCc�a� � . , , , ...: � . �: ��� � ��� v . . �"'a�! ,�,r,r►�.�� .• .. • � ��l �rM��!� ���* ��?' . � � �'e . J�ar : �+�;s'" :. � � �"�►� �.;. ,�•,�•. • �.. . ,. , ,... �. ,.. ,. . .. . ,. ,. , j � .. .. • /�i�,,, `�► ,$,+�.�s� .�. � • - �1�1'/� . �► �'�.,�r�'`�r�1C. �� • - ¢ e� . �!` . ��� �r�c�►h'� .. . This section MUST BE COMPLETED even if you are attaching a resume. Since every effort will be made to contact cur- rent and previous employers, correct telephone numbers are important. Start with your present or last job. Include any job-related military service assignments and volunteer activities. You may exclude organizations which indicate race, relig- ion. gender, natural origin, disabilities or other protected status. Employer �7� �, � • • ' - Address 11 ��ONL./ 36s� ,�.,c �L c;'�/� • • r ���p�� �/rsent" Telephone Number(s) ��"tj, f;3� a� i[ ���� �l� ���W� � � . a�R� a s�aw�rPresenc �ob r�cie Coh�pyQccGaR �t.�ooa� �ca��- 5���� cPTfING �/A�,l 7tro RN tr •�,�-��_ ��op - Reason for Leaving ��� May e Contact? � Yes � No Empbyer � � � ' • • Address ���� N!'7. pZ/� T�tS'l � i � �3/3�' ���3 ��� Y'� /�',, Telephone Number(s) (��-, ,cjS a� ��`'��� ��� /��a Starting/Present Job Titie � � ��G� • . Supervisor /�<C/�4 �u. O � � B � � 6 �.�OOt7 � Reason for Leaving '���� °`���"�'�� ��'"'� May We Contact? �Yes 0 No Employer �. • • ' • • Address Telephone Number(s) • Sta�ting/Preserrt Job Title . Superoisor Reason fo� Leaving May We Contact? [] Yes � No � •- • . • • •.• • • � ' ' • • • � r' ' � ❑ PC/MAC ❑ Typewriter WPM Production/Mobite Machinery Qther Equipmenf (List) (List) ❑ Shorthand WPM �preadsheet — �f Word Processing List software and years of experience: c�G oDe �a �!S �/ ��f' y ea.ir ��i� � 4� �,+�,G.� /� e�,� tl: v�- � �� � � •- • • Other Qualificatians: Surnmariz� s��;,;a; ��c-�ebaieci and quafificafions acquired frortz empioymentor experience. :- - O O�l�Uti/ .�i •� ��' If applying for your first jc�b, you may give academic reference� Name . Phone Number Occu��atian `' ,�. Relationsk�ip to you � ��. _� ' -,��, � m �, r��-) 3�� �aa� � . ��. ,�,��. 2. �s4 c1�.►.a,d o � ��'�� 7i� :�a-o ,4�.t�.�.,�- �.p- �1� � l�. 3. ��s � ��a ��9�-05�4, ��'�'`.e, �'� � �- �i�..�:i � �-,�--' - . .�. � t certify that the infor p,ovided in this appl:caticn is true, co�rect and ccmplete. Any arniss;an of fiacts or miss#at�- ments on fhis applicatian may render this application void or, if empioyed, c;anstitute grounds for dismissal, 1 under.�tand that acceptance of an employment offer does nat create a contractual obligation upon the Viifage to continue �o employ me in the future_ I authorize the Viflage of Tequesta to conduct a background check pertaining to my suitability for employme�nt which may inc(ud� a criminal history check, ! hereby rel�ase said companies, schools or persons from all liability for a�r damage of issuing this information. The Village af Tequesta is a"Drug-Free Workplace" and it is a condition of �mployment to refrain from taking illegal drugs on ar off the job. ff a cond�tional jab offer of employment is made, a pre-E:mployment drug screening test �nd complete physical examination will be given prior to beginning emptoyment. Frc�spective employees wili receive consideratian without discrimination be�;ause of race, creed, color, sex, ,age, religion, maXital status, national origin ar disabiliry. �� Z.--�--� fa a � a � Signature af Applicant Date , . Check the appropriate block if you are claiming veteran's preference. Documentation sustaining you� c�aim must be furnished at the time of application. _ _ � A ve#�ran with a compensable service-connecter� disability who is eligib{e for or receiving compensation, � disability retirement or pension under pub(ic laws administereol by the U.S. Veteran's Adrt�tinistration and the Department af Defense, or (� The spouse of a veteran who cannot qualify for empbyment E��cause of a total and perrnanent service- U connected disabififiy, ar the spouse of a veteran missing in action, captured ir� the tme of duty by� a hos-� ` tile or forcibly detair�ed or interned in the fine of duty by a forei�3n power, or � A veteran of any war who has served art active duty for 181 ccm�ecutive dajrs or more, or wha t�as ser- viced 186 consecutive days or more since January 31, 1955 and who was discharged or s�pa�a�ed therefrom with an honorable diseharge from the Arrned Forces. of the United States of America �f any part of stach active duty was pertormed during a wartime era. .Active duty for training is not ailawable, ar �`�{ The Wn-remarri�d widow or wi¢ower of a veteran who died of <E service-connected disabiiity, �� ,- �` ,'`. BRANCH UF SERVICE DATE OF ENTRY DATE QF DISCHARGE � Have you claimed and k►�er� emptayed th'raugh veter�rt's prefe�rence since Octaber 1,' 1'987? ' `� �` � Yes � No Y. , #f yes, give name af employer. � '�'� - r: Nate: Under Florida {aw preference in appointment and employment shall be given, by the state and its politi- caf subdEVisions, first to those persans inctuded in 1 anc! 2 abave, and secand to tMnse persons included undeF: 3 and 4 above. tf any applicant ciaiming veteran's preference far a v�Ecanf position is not selected for � pos� �;.., tion, they may request an investigation by �iing a complaint with th� Crivision of Veterans' Affairs, Post �ffice . gox 3� 003, St. �'etersburg, FL. 33731. A camplainf shatl be filed within 21 days after notice of hiring decision: !f a natice of hiring decision is nat given, a comp4aint may be filed afi any time: . � � � � � � ���° � Signature of App(ic�nt Date J�l�61. �� , � PATRICIA S. VARNEY OCT 2 � ��� 3069 NW 27 Avenue �.i,�ernc�c-�2� 4'7f-f�00 Boca Raton, FL 33434 Office: (954) 535-2714 Professional Experience January 2000 — Present Director of Fina,n.ce, City of Lauderdale Lakes December 1998 — January 2000 Comptmller, City of Lauderdale Lakes October 1989 — December 1998 Fina.nce Director, Miami Shores Village Ma.y 1984 — October 1989 Assistant Finance Director, Miami Shores Village May, 1983 — Ma.y, 1984 Accowrts Clerk, Miami Shores Village As the Finance Director in Miami S�res Village aad City of Laud.erdale Lakes, my responsbili#ies include accounting, auditing, financiat planning, budgetary, management anatysis and risk management. I prepare the financial statements, expendi�ure reports, five- year capital improvement plan, and annual operating budget as well as pian, evaluate and direct departmental policies, programs and opera#ions. I aiso oversee the investment of City funds anc� the issuance and pa.yment of all debt service. In addrtion, I maaaged infom�ation s�+stems, human resources and the pension fund during my tenure with Miami Shores Village. Achievements 1. Successfiil in, closing two bond issues in FY 2000. one through competitive saie and the second one through pool bond with the Ftorida League of Cities. 2. Experienced in two computer conversions. The City of Lauderdale Lakes is in the process of unplementing a new computer system `�VIUNIS". The accounting, purchasing, and budgetary modules were completed and the City is now in the midst of implementing payroll, fixed. assets, occupational license, and inventory modules. In late 19$3, Mimi Shores Village converted Burroughs to ADDS and all soflwaze to PICK operating system. � In 1995 converted from ADDS to PC and linked the operating systein with PICLAN for windows. 3. Implemented accounting controls and procedures iri bvth m�icipalities. Dwring my first year at the City of Lauderctale Lakes, I corrected over 80% of tl�e auditor's previous year's management �omments and received no new management comment for FY 1999. Of the nine years in Miami Shores, the City received no management comments from the annual audit for five years and one management comment for the other 4 years. 4. Received the "Certificate of Achievement for Excellence in Financial Reporting" from the Government Finance Of�icers Association from 1989 to FY 1998. 5. Received the "Distinguished Budget Presentation Award" from the Government Finance Officers Association for FY 1995 to FY 1998 at Miami Shores Village. PATR,ICIA� VARNEY Page 2 Achievements 6. Implemented foreclosure proceeding for properties with outstanding liens in delinquent gazbage fees resuiting in approximately $150,000 collection without counsel invotvement. 7. Implemented DROP (Deferred Retirement Option Plan) in F 1� 1998 for swom police officers at Miami Shores Village. 8. Negotiated. heatth insurance contract with HUIVIANA in FY 1997 resul�ing in additional health insurance coverage at no additional costs. Also implemented a full Chapter 125 Plan, allowing pre-tax dec�uctions for medical and da.y-care reimburseme�s. 9. Developed the `Budget in Brief ' in FY 1996, pmviding pertinent and easy to understand information to citizens regarding the new fiscal year proposed budget. 10. Negotiated new contracts for investment max�ager, auditor, banking and actuari,al services. 11. Developed and monitored annual budget ranging from 13 to 25 million dollazs. Revenue forecasts have 98% accuracy. Education B. Sc. in Business Mana.gement, May 1983 Bariy University, Miami Shores, FL. Diploma in Pexsonnel Management Hong I�ong Polytechnic, Ju1y 1979 Certification Certified Government Finance Officer (Certification #5� Advanced Govemment Accounting (1985) — Interna.tional GFOA Career Development Center Int�r�xiediate Governmenta.l Accounting (1984) — Florida Atlantic University ProfessionaUCivic Associations Government Finance Officers Association (19$3-present) Florida Governm�nt Finance Officers Association (1983-present). Committee member of the Membership and Publication Committee. Dade-Broward Government Finance Officers Association (19$3-present) Florida Public Pension Trustees Association (1989-1998) Bon Secours Villa Maria Nursing Home — Board of Directors (1991-1995) Bon Seeours Villa Maria Nursing Home — Audit Committee (199I-1995} ; �� � � 1 TANYA W. QUICKEL __.. ----------------�- — 11708 Riverchase Run West Paim Beach, Florida 33412 Home (561 j 630-4072 August 30, 2000 � �4ttention: Personnel Specialist Village of Tequesta P. O. Box 3273 Tequesta, Florida 33469-3273 Dea� Ms. Nicholas: Please accept my application for the position of Financiaf Director. Enclosed is my resume, which represents my educatian, achievements and work experience. At the present time, I am the Finance Director for Indian Trail Improvement District, a special tax district. Since 1987, I have accepted more challenging and increasing job responsibilities in accounting and management in both the private and public sectors. I am a hands on worker and have implemented three computer upgrades, p�ocessed payroll and accounfs payable from timesheets and purchase orders to invoices and finally through payment through issuance of checks. I have extensive supervisory, budget, debt issuance and compliance experience. My primary responsibility has been to meet budget projections and not overspend. I have successfully fulfilled these r�sponsibilities. , I passed the CPA exam in Sauth Carolina. I am very organized, detail-oriented and a hands-on worker. 1 reported directly to the County Administrator and this required excellent verbal and written communication skills. I presented projects and analyses to elected officials and provided supporting �nancial information and statistical data to other staff and to media. � Thank you for your time and consideration. I applied previously and I am still very interested in this position because I want to move closer to the coast. Please contact me at home, (561) 630-4072, if you have any questions or wish to arrange an interview. Sincerely, �?����' ���a-� Tanya W. Qu�ckel Encl. TANYA W. QUICKEL 11708 Riverchase Run West Patm Beach, Florida 33412 Home (561) 630-4072 SUMMARY OF QUALIFICATIONS • Bachelors of Business Administration, majoring in Accounting and Marketing • Passed Certified Public Accountant Exam (C.P.A.) • Fifteen years progressive experience in business, private sector and gavernment, with nine years at managerial level. • Proficient with computer systems including IBM AS40U mainframe, LGFS, PC software, Windows, Excel, Corel Wordperfect and Quattro Pra, Government accounting software LGFS and MIP. EDUCATIONAL ACCOMPlISHMENTS GFOA Certificate of Recognition for Budget Preparation Presented by Government Finance�Officers Association April 1998 Leadership 8 Management Certification 12 Week Certification Program Coastaf Carolina University 1998 State Board of Accountancy • State of South Carolina Passed CPA exam November 1995 Coastal Carolina University Advanced Accounting Courses to Qualify to sit for CPA Exam Passed CPA Exam November 1995 Myrtfe Beach, South Carolina 1993-1995 University of Georgia Graduated Magna Cum Laude Bachelor afi Business Administration Athens, Georgia, 1980 -1983 Agnes Sc�tt College First Year Courses _ Atlanta, Georgia 1979-1980 Habersham Centra! High School Received Diploma, Honor Graduate Clarkesville, Georgia June 1979 Memberships Government Finance Officers Association of United States and Canada Florida Government Finance Officers Association TANYA W. QUICKEL � 11708 Riverchase Run West Palm Beach, Fforida 33412 Home (561) 630-4072 PROFESSIONAL EXPERIENCE Finance Director Indian Trail Improvement District February 1999 to Present West Paim Beach, Florida • Job Description and Responsibilities „ � Finance Director for Section 298 Special Tax District. Responsible for budget preparation and management, procurement, payroll, accounts payable, accounts receivable, information systems, Y2K compliance, investments, debt and annual financial r�ports. Financial Analyst !1 Palm Beach County, Florida Parks and Recreation Department, Administration Division May 1998 to February 1999 • Job Description and Responsibilities Managed budget and revenue for Parks and Recreation Department with $36 million operating budget and $68 million capitat budget; 428 employees and 51 parks and facilities. Audited revenue collection sites and wrote audit reports with specific recommendations for improvements. Worked with staff to implement recommendations and train staff. Wrote poticies and procedures and trained staff to provide sound fiscal accountability for revenue collection. Worked on site with managers to program and implement new computer software that was compatible with other software and would decrease staff paperwork by electronic transmission of data. Prepared budget transfers, general ledger entries, inter-departmental billings and reviewed and approved petty cash. Supervised three fiscal specialists. Reviewed daily work and deposits from all revenue collection sites; reviewed purchasing documents. Revised budgets to prevent over expenditures. Finance Division Director Horry County Government November 1996 - Apri{ 1998 Myrtte Beach, South Carvlina • Job Description and Responsibilities Managed Finance Division for County with population of 175,500 year-round residents and 550,000 tourist population; 1,156 square miles and 5.3% annual growth rate. Finance Division consists of nine departments (please refer to enclosed organization chart): �inar.ce DepartmEr�t Treasurer Auditor Procurement Internal Audit Assessor . Register of Deeds Budget & Revenue Management Information Systems Prepared Annual Budget of $194 million for FY 98 and $225 million for FY 99 for County. Compiled with all budget requirements to maintain 25% fund balance, establish reserve & replacement funds, prevent over-expenditure or the annual budget, provide recommendations for cost savings and implement cost allocation plan. Cut overall budget by 5% to provide funding for annual pay plan and cost-of-living increases with no tax increases for County staff of 1,256. Prepared policies and procedures and departmental services index. Purchased over 60 personal computers for staff and established County Computer Training Program which included IBM AS400 mainframe and word processing and spreadsheet training for over 725 County staff. Chairperson of GIS (Geographic Information System) committee. Developed public-private venture to implement $5 million GIS system for the County. Established revenue policies and procedures for sale of informatian. Established electronic purchase order system for County. Implemented supplies outs�urcing with vendars to eliminate warehousing expenses, storage facilities and excess delivery staff. Established EDT (electronic data transfer) with major vendors resulting in faster delivery and more efficient operations. Revised Procu�ement Policy. TA�tYA W. QUICKEL Provide accounting and financial assistance to a!I departments of the County. Issued interim financial reports and special reparts as requested or as needed. Ensured compliance with all applicab{e laws, regulations, interna! control procedures, and accounting standards. Assisted and monitored independent auditors during annual external audit. Responsible for publication and submittal of Comprehensive Annual Financial Report. Prepared manual of Financial Policies and Procedures fo� the County inc4uding Investment, Cash Management, � Accounting, Budget, Capita! Pro}ects, Fixed Asset, Revenue, Risk Management and Debt Policies. Established Five Year Financial Plan for Investments based on projected Cash Flow. Established Ten Year Capital Projects Plan for Long-Term Capital Improvements for the County (this was an actual budget or footprint for construction, not just a Owish IistO). Established Committee of Finance Division Department Managers to advertise, interview, evaluate and select candidates for vacant positions. The goal was to hire the most qualified candidates to improve the overall abilities, skills and talents of Finance Division Department Staff. Reported directly to County Administrator. Required to have excellent ora! and verbal communication skills because of presentatians to pubfic, council and staff. Note: Hired in 1996 as Director of Budget and Revenue. Promoted to Division Director of Finance June 1997. Unicon Concrete, Inc. Myrtle Beach, South Carolina Accounting Manager for Statewide Operations August 1994 to November 1996 • Job Description and Responsibilities Responsible for SC statewide operations for international concrete company with $24 million annual sales produced by plants in the Myrtle Beach, Charleston and Columbia areas. Established centralized accounts payable and purchasing including preparation of policies and procedures manual for accounting. Supervised five staff accountants. Prepared monthly financial statements, quarterty capital investment reports and annual financial statement. Reported to Chief Financial Officer and Controller. Implemented procedures to improve Productivity operations and adherence to budget. Implemented training program for new computer programs and improved procedures. Wrote proposals for providing improved operational staffing to support managementas 1,2 and 3-year growth plans. Worked in inventory control, reporting and tracking. Carolina Trust Federal Credit Union Myrtle Beach, South Carolina Accounting Manager August 1993 - August 1994 • Job Description and Responsibitities Prepared monthly financiai staterr�nis, annual budget for Board of Directors and Sr. Managernent far $58 million organization. Audited expenses monthfy and prepared reports explaining actual and budget variances. Supervised Branch Operations for four offices - 24 totat staff. Fulfilled net income requirements. CPA Firm Pubfic Accounting Myrtle Beach, South Carotina Staff Accountant January 1993 - August 1994 • Jab Description and Responsibilities Staff Accountant, Linda B. Russ, CPA and Lindsay & Evans, C.P.A.�s. Prepared monthly, quarterly and annual financial statements, maintained general ledger for monthly clients, coded checks, reconciled financial statements. Prepared annual and quarterly tax returns. Processed 31 weekly payrolls. Prepared individual tax returns. Other Work Experience • HJ Enterprises, Controller, February 1987 to December 1993. . Anchor Bank, Loan Officer, August 1986 to February 1987. . Rabun County Bank, Clayton, GA. Loan Officer. March 1985 - August 1986. . The Foxfire Fund, Marketing and Accounting Officer, Clayton, GA. June 1983 - March 1985. References availabte upon request. . TANYA W. QUICKEL 11708 Riverchase Run West Paim Beach, Florida 33412 Home (561) 630-4072 r References Government: Mrs. Linda G. Angus Mr. Kevin Massey, CPA (Previous Administrator, Horry County Government) Massey 8� Associates Home: (843) 497-7071 3213 Vincent Road Fax: (843) 449-9091 West Palm Beach, FL 33405 (561) 659-3570 Mr. John W. Bonde ' The Honorable Paul S. Goward District Administrator Chief af Police, Horry County Police Department 13476 61� Street N. 2560 N. Main SVeet, Suite 7, West Palm Beach, FL 33412 Conway, SC 29526 (561) 793-0874 (843) 248-1521 Accounting and Management: Mr. Chuck Haas Mrs. Debra Diaz Mr. Pat Donnelly Haas Diaz � Co. C.P.A.'s Controller, Unicon Concrete, Inc. 1601 Betvedere Road 100 Meredith Drive, Suite 2Q0, West Palm Beach, FL 33406 Durham, NC 27713 (561) 686-1151 (919)544-4350 Mr. Jay McLamb (919) 872-4030 AAanagement: Mr. Robert Steele Area Ma�ager, Unicon Concrete, tnc. 2511 Big Block Road Myrtle Beach, SC 29575 (843) 650-2900 , Personal: Ms. Charlotte Presensky Mrs. Lisa Buie Parks 8 Recreation Supervisor 9407 Cove Drive Town of Palm Beach Gardens Myrtle Beach, SC 29572 (561) 775-1005 (843) 449-9685 3 Michael R. Arciola �� (� � 2053 Vinings Circle, Apt 513 Wellington, Florida 33414 _,� (561) 798 - 0635 April 3 Zaao Persannel Specialist Village of Tequesta P. Q. Box 3273 Teyuesta, FL 33469-0273 To Whom It May Concern: Enclosed is my resume for your consideration for the position of Village Manager. I am an experienced administrative professional with over eighteen years of experience in government service in the positions of City Manager and Finance Director. I am a skilled systems developer and probtem soIver with a proven track record of accomplishments. � would appreciate an opportunity to meet with you to discuss how my yualifications and experience may tselp meet the needs of the Village of Teyuesta. Should you have any questions or need any further information, you rnay contact me at work at (561 } 84464Q0, extension 123 or at home at (56I ) 798-0635. Sincerely, . � � Michael R_ Arciola Enclosure Michael R. Arciola 2Q53 Vinings Circle, Apt 513 Weliington, FL 33414 (561) 798 - 0635 EXPERIENCE: • Apr. 98 to Present Director of Budget and Accounting $ 48,ti00 pins bonus Comprehensive Alcoholism Rehabilitation Pragrams, Inc., West Palm Beach, FI 33402 Major Non-Frofit Organization. Manage a seven miition dollar budget. Supervise a staff of four handling A/R, A/P, Payroll, G/L, Budget and Monthly Financial Reporting. � � Implemented Direct Deposit and a Section 125 Plan saving $ 9,600 a year in taxes. � Saved $ SO,U00 on Insurance renewals Dec. 96 to Apr. 98 Accoanting Manager $ 35,OOQ plus bonus Th� Ro,�a.l Com�,a.-�:es, South Sa;y, Florida Twelve companies, family owried operating a hote[, five fast food restaurants, aircraft charters, boat charters, five shopping centers and vacation cabin rentais. Responsible for all accounting functions including A/R, A/P, PayrolI, G/L and Manthly Financiat Reporting. • Implemented internal controls that resulted in the discovery of an employee's theft of over $ 60,000.00. 3u1. 95 to Dec. 96 Accountaat III $ 32,000 City of Gainesuille, Gainesville, Florida • Handled all accounting for over 50 grants and a gayroll covering over 2000 employees. General ledger reconciliation for three pension funds. • Revised payroll processing proeeciures, which saved 4 days per pay period for total savings of over $ 23,500.00 p� year. • Handled grant accounting for over 50 grants. • Recovered over $ 200,000.00 of fuel tax over payments made to the State of Florida. Mar. 91 to Feb. 95 Contracts & Grants Manager $ 48,000 Clerk of the Court, Okaloosa County, Crestview, Florida Designed, developed and i.mptemented the Cantracts & Grants Deparhnent • Negotiated and handled over 100 contracts, grants and leases. • Recommended changes to the Board o€ Cac►nty Commissioners Health InsuranLe Y Program, that resulted in frst yeaz savings of �ver $ 1,QOO,OOQ.00. • Prepared a privatization plan for the County Garage that would have saved the County approximately $ 550,000 per year. Dec. 89 to Nov. 90 City Manager & Finance Director $ 48,00t1 City of South Bay, South Bay, Florida • Supervised alt departments in a small full service city. • Prepared and monitored an annual budget of $ 6 miilion with 45 employees. � Successful start-up of four major public works programs; boat launching facitity, local library facility, water and sewer improvements and a recreational vehicle park. ��alanced the City's budget after discovering a$ 250,000 shortfalt in a$ I,000,000 general fund budget with only ten months !eft in tne fiscal year. � Reorganized the Poiice Department rank and file structure to provide better reporting and service coverage. MichaeI R Arciola Page 2 of 3 Mar. 8I to Nov. 89 Finance Direetor $ 52,00(1 City of Lauderhill, Lauderhill, Florida Highest ranking perrnanent ful{ tiene employee who fixnctioned as a City Manager in a Strong Mayor Government. • Supervised accounting, accounts payable, payroll, utility billing, treasury management, self insurance, data processing, purchasing and central stores and 21 employees. • Prepared and administered an annual budget in excess of $ 85 million. • Implemented the City's first computer system operating in an on line real time environment with a common data.base including automated water meter reading • Established the City's Self Insurance Frogram • The Mayor's representative on t�►e Pension Board • Re-finaneed two (2) of the City's outsta.nding bonds that resuited in the city saving miilions of aollars in inteeest payments. • Handied three new bond issues. • Member of the Contract Negotiation Team. Negotiated contracts with 3 Unions. • DeveIop�d and Implemented the City's Pay Plan and Bonus System Dec. 79 to Oct. 80 Finance Direetor $ 34,OU0 City of Pembroke Pines, Pembroke Pines, Florida • Supervised acconnting, finance, purchasing, data processing and utitity billing. • Prepazed and administered the annual budget • Commission appointee to the "Blue Ribbon" Capital Improvements Committee. Sep. 75 to Nov. 79 Assistant FiQance Directar $ 32,Od0 City of Pompano Beach, Pompano Beach, Florida • Supervised Accoimting, Treasury Management, Self-Insurance, Records Reteretion, Debt Management, Purchasing, Central Stores and Utility Bitling. • Prepared and administered the annual budget that incIuded development, implementation and monitoring of the City's Zero Based Budget System. • Developed and implemented almast a11 ofthe City's Financial Policies and Procedures. • Supervised two (2) computer conversions/uggrades. • Handted the refinaneing of two (2) bond issues. EDUCATION: Bachelar of Susiness Administration, Florida Atlantic University, Boca Raton, Florida - Accounting Major Supptementa! coursework in the Masters Degee Progam in Public Administration and Urban Planning, Florida Atiantic University, Boca Raton, Florida. Michael R. Arciola Page 3 of 3 EDUCATIONAL SEMINARS and SPECIAL TRAINIIYG: Solomon [V Software YARDI Praperty Management Software Excel, Lotus 1-2-3, Quattro Pro Spreadsheets Word for Windows and Word Perfect Sofiware Local Government Financial System (LGFS) Local Government Debt Administration Municipal Bond Administration Code Enforcement Certification Disaster Inciclent Commanc! Trai��ing Treasury Management Grant Writing — How To Write Proposals That Get Funded Credit arid Financia� Analysis Risk Management and Self-Insurance Health a.c�d Life Insurance The Art of Negotiating SPECIAL RECOG1vITION and ORGAN�ZATION AFFILIATIONS: . Awarded the Certificate of Achievement for Excellence in Financial Reporting from the Government Finance Officers Association of the United States and Canada €or the years of I988 and 1989 during my employment with the City of Lauderhill. Twice elected President of the Kiwanis Cinb of Lauderhilt President, Panhandle Christians in Action Vice-President and Treasurer of the Clirestian Coalition of Okaloosa Coanty PROFESSIONAL and PERSONAL REFERENCES: Honorable Bill Harrison eounty Commissioner, Okaloosa County, Crestview, Florida (850) 689-5030 Mr. Peter Setzer 2101 Vinings Circle, Apt 100? Wellington, FL 33414 (56I) 844-6400 Work �Ir. Howazd Berger For►ner City Commissioner of the City of Lauderhiil 455Q NW 67 Terrace Lauderhit[, FL 33319 (954) 572-1922 Ms. Barbara Laing Office Manager, Intracoastal Health Systems, Inc. �17 South U.S. Highway One - 505 �upiter, Florida (561) 747-2431 �- , ������ �� � � �. ��,.i ;W � . �� �� � , �, � ���� � � �r, Kw w ti� t.ra :� b t r re� a�s � ra ra.�s�.�r�r� ����,��� �. ������ 2943 SW Collings Drive Port St. Lucie Fl. 34953 (561) 740-4611 SS # 04�-3x-63�3 August 28, 2000 Dear Sir/Madam: I am interested in the position of Finance Director for the Village of Tequesta. I know' that my education and experience have prepared me for the position you have available. For the past I4 years I have worked in various capacities for county government fmancial organi�ations, with the last 7 yeaxs in management. I have the depth of experience it takes to make a positive conhibution. I am a clear communicator, equally at ease with senior management, elected government officials, regulatory agencies, and consultants. I am a manager who is project oriented and accustomed to inspiring the best performance - possible from associates and employees. I have extensive hands on experience in all of the latest PC based soflware packages. Details of my education, professional certificataons, and experience are outlined in the enclosed resume. I know I can make a significant contribution to your organization. I believe my background provides the management skills you require for this position. I would welcome the opportunity for a personal interview to further discuss my qualifications. Sincerely, �. ��.._ Kenneth B. Wilson Kenneth B. Wilson 2943 SW Collings Dr. Port St. Lucie, Fl. 34953 (561) 740-4611 SS # 042-38-6393 EXPERIENCE 1997 — Present Customer Service Manager . Palm Beach County Water Utilities Department Member of Senior Management Team of a major government owned water and wastewater utility. As a member of the Team instrumental in the development of the organ.ization's Five-Year Strategic Plan as well as the development of Palicy and Procedure Manual. Manage a staff of 72 authorized positions to provide a full array of Customer related services including: 24/7 communications, new service installations, service investigations, problem resolution, quality assurance, accurate billing of 140,000 accounts, and collecting over .$55 million in annual revenue, banking relations, developing revenue projections and rate recommendations. Responsible for development and administration of utility service related contracts. 1986 —1997 Utility Fiscal Manager Broward County Environmental Services Responsible for the effective management and organization of staff of over 64, ensuring efficient completion of recurring financial activities, including compliance reporting, directing an annual audit conducted by independent auditors, as weil as tracking inventory, and reporting for $250 million in fixed assets. Additionaily coordinated the annual budget process for multi-divisional agency with an annual operating budget of over $50 million and a 5-year capital program of $175 million in system improvements and expansion. Responsible for daily activities that include operations of three customer service offices, telephone support, meter reading, billing and collections of $65 million in revenue associated with retail water and sewer customers. Managed the arganizational purchasing activity that exceeded $15 million annually and directed the processing of annual disbursements totaling $60 million. Reviewed contracts to insure compliance with applicable laws and bond covenants. Developed systems to report and analyze financial information to faeilitate conformance with GAAP. Responsible for maintenance of organizational general ledger and financial structure within county financial management system. Developed and maintained analytical reports for senior management. CAREER HIGI3LIGHTS Functioned as Principal Project Leader for the successful design, development, and � implementation of a"state of the art" G�stomer Information System. Duties included establishing hardware and software specifications, purchasing, project planning, resource allocation, developing training program, and coordination of implementation schedule that insured project goals were met. The system went live in September 1999, on time and on budget. Project savings approximately $2.5 miliion Instituted six-year meter replacement program that increased. accuracy and reliability of system and is projected to inerease annual revenue 4% Instituted a Productivity Assessment and Enhancement Plan which defined re-engineered organizational business processes resulting in 38.8% increase in productivity Directed organizational relocation from outdated multi-purpose location to new dedicated Ctistomer Service facility Participated in the issuance of $135 million in revenue bonds and retated rate study that refinanced multiple existing issues of capital improvement bonds. Savings of $5.6 million Imptemented an automated time and attendance system for organization of 500 employees ranging from blue collar to professional with work schedules 7 days a week 24 hows a day represented by 3 unions as welt as civil service. Savings of $1.1 million Developed program of "Revenue Protection" for the utility that identified and recovered over $500,000 annually. EDUCATION Bachelors Degree in Business Administration — Economics/Finance University of New Haven, Connecticut CERTIFICATIONS Certified Management Account Certification # U 18174 Certified Government Financial Manager Certification # 2702 AFFILIATIONS Association of Government Accountants Institute of Management Accountants Florida Institute of Certified Public Accountants ��� � � ��� '��� � ,� U L O� 2OOa . 2U73 I.a�,n,cm llrive S�utu�tland Ltey, rL 33042 V����, �a,���er's �ffice T�l��,n� 305-744-9910 � Sfil 746-68U1 �_- , . �._._.._.- -----._ � -- _._a., _•�,:.�-. .�:�:.�, - -�-:,. . - - � �,��� _::�:�-,� � =:_u� .. . ..... ...._._.w...�.... . ..�............' 'N:L..�.��.._._:_.::.� ... �..... � ....__`� ..__o� �: -. ____��... - � �� _ — � .... �_.,...�•_':•_ '.a'.�'. ..___. -�nrcar. -__'.:'_'_'_._ ____ ..._._..._..- _....._..._..x: _......... �_...xo:._ .4_......b .._ _ ._Y.�_•:i.i:.'=�,�_:_...�J'dXi�:n:::... _ __ " .__.._a:•. .a„ -.: � '::'_':'. _" .. "'""'7'.._._._ _.v-c �: N :.;..c_�; _ ----a,___ _ _..._..._. u_.. ._._._..�.- '----- `:�" -�- = -��.:-.._..._.._ -�_.� •:L-._.—_�� y�� - — ......_,_.-�.,... • ..................r:.:... �._._._._..:.____;.�. ,:.-:• :�=- -- -- -- - -- - - -- -- a •---- - ••: - .�__....____.... _._..._._... ....,-r.. . � �. _ _ - --- - — -,:._...... __ ._, ._.._�.r�� .._.._.___.._.....___.__.,,--:_ _._.... - -_ _ _ _ -- ...•-_::�.... ...._.. . . -- .. . �.._ -• • - ";;„ - ...... �::: �::�='��?�,.�:=��� � �;(- `-:h: � ��•`=a:i.A'1 'b-... � ----.:v -- ' ��:�c_, - � . _ L- �. _ � - __:?�'�� : M w=:��. ' �---• :._... ..._.:_ • • �.__... . ,_„ -;.. : s �—.. _ . ._.. . ,,. „— .._.__..._.._ �...._._._._. �_.,--•� .-....» •..-. . . - A.. � .�-:a� .J..x _ - - _ ,r.c': -_2iimi --==t�[f= .�..-- -- " • � _.' _'_—"-'-• '. •-•--..�. .. _ _....._..__. ,,-: � .:: -_.�._ s . _ _ _ _ . � - -- -._F.c... - -- -- w� _:t�_�-.-� _..:,=-. =-:_.._._.., - ..,:__r... .__._.. - _ . __. _..... .._.�.--- .._ -'---... .. �� - - --....x,u....._ _..__......__. .._.. .._.._.... . ....1�W���� .: . � _ ..---- �u::,,,. --.. -- : .� . , : ,,�.�--�... _ __. .- . _ ... .. . _ . �...� -= ==---�_� =_-=_-.._.�. - - �:::. , . ::x. . --.- .:_.�: . . .�.._ � July G, 240� � ��oann �+iangatuello Acting'Village Max►ager Village of Tcquesta P.O. Box 3273 Tequesta Fl ��4fi9 Fax: 561.-575-5203 ,:�;�;: �, �. � ��i:;: � = u� �"���:� � 'Ms. Manganiello: �:. =:� =.t�; , � .. ::_�_ _ �_�... w �;; �x�� . _;�,��is in responsc to your Palm Beach Post advertisem$nt for the position af �' T � , -. � Y _ n '_ `� y� � , .� � . � M-=� r -� rcctor at the Villa of T esta. I� intcrested in this position and F_4•_:�... :. fi:�t r x i.^ � Y_ � � ;�!ry,^_ '".a' � �_ =:�L��`.M{F::� F�: .__...'::�. wn v. _ -= -- � :.�: .. .-. ���.eciat�: your considerdtion. 1 cutrently work i.n Kcy 1Nest, Florida hut my U Y yh��Y.: "�!-�:.�_. -_ �. :� � ' �: _ � :- - �r-�.:: � � ��u�� � � �nce is still Tcquesta. (12 Starboard Way). It is ver. y irnportant to me lhat i -� ���-�-;:- �•..•--.:,�-- 'r��: ; -_ ,r y eq y s. I have been ���.__�, �������"�' ble to return ta m home in T uesta for various famil reason =::�.. . ��°�='����_:� '���-�� `�� tin ev oiher. weekcnd for nearly faur years and this re�;ular trip is getting `�.r,,-.�_�-x r �xi.. = . a � ��' - ��t ofrnc. �,. _.�;;�.,.���' i arn currcntly the Executive Director far Rusiness & Niscal Services at Manroe Co�mty School lioard. I have sev�ral ycars' experienc;e in gnvcrnmental �cc;c�untit�g and finance, have exceilent referenc;es, att.d havc lived in Palm Beaeh County for m�y y�.�. Ylease review my credentials and a,11ow me the �pportunit�r to ciiscuss m.y qualificataons with you through lhe inlcrview process. Pl�ase call me at your c�nvenience to set up an a�pointment or, T wi11 bc iu Tcquest� this coming weekend �.nd would bc hap��y to stc�p by to discuss your n�eds in more detail at yuur request. Sincerely, ��, �� . �,�' _...:� *,; � :. - . - - �-._.... -.. : . r.:� _ _. _ _�� :�. �. _ - - .. . ���-� . . . . . . . . . . . . . . . . . . . . . . . .. . ... ."" .. '`'E`! ' . - �='�"' 4 � - � . � ?3q1 ��un; ig . _n re_ �i. �•w.� ��'�;`�-` ... _. . , _ : � . � .... - . � � . _ ,.. , " �`. . • .>.. . ;r, , �_._.._..__ , ,S g .i. 141i 1:.�: . .. ....._. , l � ' � E/I #:EOZ9�L�I9S �P8 loayaS o� aa.�uoy� : y���;ii� 0-9 -L � BSaW�Aa .1N�S D.�RLA J. MIL4��E W�I�I CERTIFI H�+I.0 1987, Deeetnber State of Fl.orida, Baud of Acc�un�wc.y Gainesvill�e, PL .(�'A Cet�iGeate, Plorida C,�nificatc Number. ACJ?019221 E DUC 1988, Fc:btuaty Nova U�xiversity T�avic:, F�CUUia Masters in Business Administration EleGtivves in Accounting and �inanc:e PIiOPESSIONAL LXP'ERIEN'C� 1996-Presem The School Boaxd nf MQS�rc� C;cn�nly gey West, Plorida �xecutive DirectQr of Business and FisCal S�etvitces Responsibilities include compr�hensive budget Development aIl Fuads. Uinectir�g th� C'�ancial opexations and cash mana�eu�nt far a 5145 miDic�r� iotal FY 99-QO budget, which includes all phases of bu.�it,ess and fsscal services. Areas of resgonsib�ity inchtde -�inanc�, Cash 1VLwa�ement, Paymll, PurC�l�swg. $uc�getmg. F'TE Ac�ministxatian, Capital Projecrs Accoun�ak�ility, Property Records, Self Insuranees, Debt Services, Early Retiremcnt Plans, anc� other telated functions as assi�eci. In addition to l�nds on wdrk iu all phases I have supervision responsibilities cansisting �f Various Department He-ads and Profc�sic�nal Accounting Staff_ C`i�tmern Salaty. �76,648 plus supplcmcnts of $8„500_ P' ROFESSIUNAL EXPERIENCE . 1994-1996 School Iioac+d of M:�rtiu C�iut�tp Stuait, Florida Din�ctor of Finance : Itesponsibilities included di�cting the financtia( operauons for tlie �75 nulli�n budgct for :tll ft,nds At�eas nf �'uxancial n�anagcmcnt intlue{cd fu�nCia1 tepoiriug �ccc�urtting, payroll, investments, fixcd a�set�, and b�u�gt:ting. The dep•artment � c�nsisted of nine staff inembers. Et�di�g Salaty. �59,500 PROFESSIONAI. EXPERIENCE 1982-I994 PalmBea�:,h C'l�cu�t.ypistrict Schools WPB, Florida Manager, Financial Rep�orteng-Assistant Director-Acco�x�ntin� Supervisor ■ Duting �nny tenure at 1'aIm Beach SchonLs, I held thr� c�iffereat �ositions �vith v�ryiag degnees of responsib�ity in the acctyun.�iag and fitiance sections of the system. Ending Salary �45,000 AD��TiONA PROFESSIONAL AC'I 'YV171ES �-.....�___,.___. P•alinBe.�ch Comtnuni�yCc�llc�g�, adjunct facultynlember, F:il11787 �' . Sauth Cc�Ilege, adjuuct facuhy�m}?er, Fall 19`?1 and Wmter 1992 t(I'/3 1.ALr!��1N L�1tLVL+ • SUMM�1lLA.P{ll KL' Y, Nl. 3304.�. FHONF. 3pS 7�aq-�n�p - PAX 305-243-t4i�a • E-MAii. MILOSZTWSDGaMONRbL•. 1C12 1�� �' I7. #:�'f17.4�'1_S'i95' �-Pfl IQOq�S a� ao�uoy� : y�1g�:�i� 0-g -L : SS�W�AB ,L11��5 i ,` D.A1�.A J. MILQ��E WSK� PROPESSIONAL MLMB�[t,SH:[PS � Flc�ric�a Institute af Cetti�eci Public Accountat�ts Flarida School Fin:u�e C}��icers l�SSOCiation Flonida Gvvernulent Fivance Office:s Assr�c.iatic�n Florida Assc�ciation of School AdxmnistraCots RE FE RENCE S Mr. Wayne Pieison, Dcputy Cnmttni.sianer af Education, Floru�, Deputu�ecLt af � Education, Telephoz�e; (904) 488-6539 Joy�e B. Hnlr�s, Ed.D., �irectvr Excepcional Education/Sriu�cr►t Services, Ma�ttin Cc�unt�ySchnc I�istrict, Tel�ephone (561-287-64QQ �1421� � � Keith Mathcws, E� D., C�acztdinator, Vocationat Programs. Chatlotte CoimryPublic Schools, Telephone; (941 , M�s. Connie Hollo�ran, Dinector of Fix�nce, Village of Tequesta, Tekphc�nc;: (56i 575-620� VOLUNTEER E XPERIENCE �� � �� Treas�r�r, Nl'r.�ntoe CountyEducateon Foundatipn Treasuner, South Florir,� Consortium of School Ba�rds Ciir�ntly Serving a thnee y�ar t.erm oa the I�loridfi, School Fin:►uc.e Ci�uY�c;il, an a�ivis�rycouncil r�porting to the CommissiQner of Education AWARDS RL C� 1'VIi D Goverument Fin�ee OFfi�et� Association (G�(7.�, Cextifie�l.e af Achievement for �xcellence in Fin:xr►cial Reportuig, 1985 through 1993, PaLn Be�ach C,�unty Dut,ri�:� Schools .Asscx.tiation of School Busincss nffic:ials Internationa! (ASBO), C�rtificate �f Excellence for Finatzcial Repniting for 19$5 uid lyFI6, Pai1m Bedc� C;t�ut�I.yUisttict Schools 1073 I.AGOON PRIV� • SUMMF.RT.AtVf) K�Y, l�L 330d2 PHONE 3o5-7rt4-9��1a • PA.X 3QS-293-t408 • E-MA1L �,lL(,l5zEW5D¢ebiONRQE.%12.PL.US c� �n �t�c�n�oeJeT4� HPS1 IooU�� a� ao�uoW : y{IH�S:ii: 0-U -/. : . AS:�iI:AR .1.Af.�S