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Home My WebLink AboutAgenda - 10-20-2015-11c - Economic Development Advisory Board – Appointments ORANGE COUNTY 1 BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: October 20, 2015 Action Agenda Item No. 11-c SUBJECT: Economic Development Advisory Board —Appointments DEPARTMENT: Board of Commissioners PUBLIC HEARING: (Y/N) No ATTACHMENT(S): Under Separate Cover INFORMATION CONTACT: Membership Roster Clerk's Office, 919-245-2130 Recommendations Attendance Records Applications for Persons Recommended Interest List Applications for Persons on the Interest List PURPOSE: To consider making appointments to the Economic Development Advisory Board. BACKGROUND: The following information is for Board consideration: • Appointment to a first full term (Position #2) Tourism for Nitin Khanna expiring 06/30/2018. • Appointment to a first full term (Position #5) Agriculture for James Watts expiring 06/30/2018. • Appointment to a second full term (Position #8) Core Business Community for Lori Eichel expiring 06/30/2018. • Appointment to a second full term (Position #10) Core Business Community for Mark N. O'Neal expiring 06/30/2018. POSITION NO. NAME SPECIAL REPRESENTATIVE EXPIRATION DATE 2 Nitin Khanna Tourism 06/30/2018 5 James Watts Agriculture 06/30/2018 8 Lori Eichel Core Business Community 06/30/2018 10 Mark N. O'Neal Core Business Community 06/30/2018 NOTE - If the individuals listed above are appointed, the following vacancies remain: • None. FINANCIAL IMPACT: None. SOCIAL JUSTICE IMPACT: Enable Full Civic Participation. Ensure that Orange County residents are able to engage government through voting and volunteering by eliminating disparities in participation and barriers to participation. RECOMMENDATION(S): The Manager recommends that the Board consider making appointments to the Economic Development Advisory Board. 2 Board and Commission Members And Vacant Positions Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Meeting Times: 8:00 am second Monday every other month Terms: 2 Contact Person: Steve Brantley Meeting Place: Rotating Positions: 10 Length:3 years Contact Phone: 919-245-2325 Description: work cohesively with the County's Economic Development staff and other economic development partners to position Orange County as a competitive location for business opportunities. Ms. Delores Bailey Day Phone: 919-967-8779 Sex: Female First Appointed: 05/15/2012 1 Evening Phone: 919-357-2700 Race: African American Current Appointment: 09/16/2014 109 N Graham Street FAX: 919-967-0710 Township: Chapel Hill Expiration: 06/30/2017 Chapel Hill NC 27516 E-mail: dbailey @empowerment-inc.org Resid/Spec Req: Number of Terms: 1 Special Repr: Non-Profit Agency VACANT Day Phone: Sex: First Appointed: 2 Evening Phone: Race: Current Appointment: FAX: Township: Expiration: 06/30/2018 E-mail: Resid/Spec Req: Number of Terms: Special Repr: Tourism Mr. Jim Kitchen Day Phone: 919-801-5230 Sex: Male First Appointed: 05/15/2012 3 Evening Phone: Race: Caucasian Current Appointment: 05/21/2013 133 1/2 East Franklin Street FAX: Township: Chapel Hill Expiration: 06/30/2016 Chapel Hill NC 27514 E-mail:jim(?jimkitchen.org Resid/Spec Req: Number of Terms: 1 Special Repr: UNC at Chapel Hill Mr. Nicholas Thomas Day Phone: 919-593-2516 Sex: Male First Appointed: 06/19/2012 4 Evening Phone: Race: African American Current Appointment: 09/16/2014 455 Melanie Court FAX: Township: Chapel Hill Expiration: 06/30/2017 Chapel Hill NC 27514 E-mail: nthomas@filmlab.ty Resid/Spec Req: Number of Terms: 1 Special Repr: Entrepreneur VACANT Day Phone: Sex: First Appointed: 5 Evening Phone: Race: Current Appointment: FAX: Township: Expiration: 06/30/2018 E-mail: Resid/Spec Req: Number of Terms: Special Repr: Agriculture Tuesday,September 22,2015 Page 1 3 Board and Commission Members And Vacant Positions Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Meeting Times: 8:00 am second Monday every other month Terms: 2 Contact Person: Steve Brantley Meeting Place: Rotating Positions: 10 Length:3 years Contact Phone: 919-245-2325 Description: Work cohesively with the County's Economic Development staff and other economic development partners to position Orange County as a competitive location for business opportunities. MI's. Paige Zinn Day Phone: 919-929-0225 Sex: Female First Appointed: 01/22/2015 6 Evening Phone: 919-932-4802 Race: Caucasian Current Appointment: 01/22/2015 306 Rossburn Way FAX: 919-968-8278 Township: Chapel Hill Expiration: 06/30/2017 Chapel HIll NC 27516 E-mail: pzinn @jenningsco.com Resid/Spec Req: Number of Terms: 1 Special Repr: Core Business Community Mr. Donald Bryan Jr. Day Phone: 919-880-1478 Sex: Male First Appointed: 06/19/2012 7 Chair Evening Phone: 919-880-1478 Race: Caucasian Current Appointment: 09/16/2014 400 Market Street FAX: 919-869-2702 Township: Chapel Hill Expiration: 06/30/2017 Suite 115 E-mail: drb @bpropnc.com Resid/Spec Req: Number of Terms: 1 Chapel Hill NC 27516 Special Repr: Core Business Community Ms. Lori Elchel Day Phone: 919-913-3208 Sex: Female First Appointed: 05/15/2012 8 Vice-Chair Evening Phone: 919-260-6296 Race: Caucasian Current Appointment: 05/15/2012 714 E.Franklin St. FAX: 919-913-3201 Township: Chapel Hill Expiration: 06/30/2015 Chapel Hill NC 27514 E-mail: leichel(?�bankatharrington.com Resid/Spec Req: Number of Terms: 1 Special Repr: Core Business Community Mr. Ronald Keizer Day Phone: 919-732-6956 Sex: Male First Appointed: 05/20/2014 9 Evening Phone: 919-471-6743 Race: Caucasian Current Appointment: 05/20/2014 9602 Gallop Lane FAX: Township: Cedar Grove Expiration: 06/30/2016 Bahama NC 27503 E-mail: ronaldkeizer @usadutchinc.com Resid/Spec Req: Number of Terms: 1 Special Repr: Core Business Community Mr. Marl{N. O'Neal Day Phone: 919-493-0395 Sex: Male First Appointed: 05/15/2012 10 Secretary Evening Phone: 919-815-8303 Race: Caucasian Current Appointment: 05/15/2012 3004 Stepping Stone Lane FAX: 919-493-1523 Township: Eno Expiration: 06/30/2015 Durham NC 27705 E-mail: marko @pickett-sprouse.com Resid/Spec Req: Number of Terms: 1 Special Repr: Core Business Community Tuesday,September 22,2015 Page 2 4 Thom Freeman From: Steve Brantley Sent: Monday, September 14, 2015 4:34 PM To: Thom Freeman Cc: D. R. Bryan (drb @bpropnc.com); Lori Eichel (lorieichel @gmail.com); Tina Love Subject: Orange County Economic Development's Advisory Board - candidates for 4 vacancies Attachments: Economic Development Advisory Applicants.pdf,James Watts.pdf; Nitin Khanna.pdf Thom, Orange County Economic Development's 10-person advisory board currently has four(4) members with expired terms effective 6/30/15. There are two (2) current members who desire to be reappointed for a new term, as follows: • Position#8—Lori Eichel (Mortgage Bank, Bank of North Carolina in Chapel Hill) - Core Business Community sector, & current advisory board vice-chair • Position # 10 —Mark O'Neal(Realtor with Pickett-Sprouse Realty) - Core Business Community sector In addition, the other two advisory board positions previously filled by Karen McAdams (Position 45, Agricultural & foods systems sector), & Mark Sherburne (Position 42, Tourism sector)remain vacant due to these two individuals' decision to not seek a second term reappointment. Therefore, the Economic Development Department's staff has identified and recruited two new qualified applicants who can fulfill the specific tourism & agriculture advisory board sectors. Today, the full advisory board reviewed these two individuals' applications, among all current applicants on file with the County, and voted to affirm a favorable recommendation that the BOCC appoint these two new replacement candidates, as follows: • James Watts (senior manager with Weaver Street Food Co-Op)—nominated to fill our vacant "agriculture" advisory board sector • Nitin Khanna (general manager of the Sheraton Chapel Hill Hotel)—nominated to fill our vacant "hotel/tourism" advisory board sector. The Orange County Economic Development Advisory Board respectfully requests that the appointment process be placed on an appropriate upcoming BOCC agenda. Best regards, Steve Brantley Orange County Economic Development On Aug 25, 2015, at 2:55 PM,Thom Freeman <tfreeman @o�ounty Lgov>wrote: It would be your advisory board. There are only a few exceptions to the individual boards sending in their own recommendations. If we don't send a recommendation from your advisory board, then we would just put up the to two 1 5 re-appointments and then we always specifically mention the openings and how long they have been vacant. The BOCC is then will pick from the list ofapplicants. |f your advisory board makes a recommendation, then they take the recommendation based on the advisory boards reasoning for a good fit and take that into consideration. So | leave itup to you. We actually need to reduce the number of appointments going up on for the September 15, 2015 BOCC meeting and are trying to move some to the October date. Thanks, Thom From: Steve Brantley Sent: Tuesday, August 25, 2015 11:52 AM To: Thom Freeman Cc: Tina Love Subject: RE: Economic Development Advisory Board [}pen Positions Hello, Thom. We do have a preferred group of applicants we have recruited and who we hope will be appointed by the BOCCto fill two empty spots on the Economic Development Advisory Board. However, | don't know if the BOCC officially receives endorsements from department. VVe have two (2) current vacancies due to the term expiration oftwo members who do not want to seek reappointment Karen McAdams bl Mark Sherburne. As you requested, we would ideally hope to see the following two (2) applicants included on an upcoming appointment agenda: • James Watts (Manager/owner of Weaver Street Food Co-Op) appointed as a new advisory board member to fill our vacant "agricu|ture" sector • Nitin Khanna (general manager of the Sheraton Chapel Hill Hotel) appointed to fill our vacant hotel/tourism sector. Regards, Steve Brantley Economic Development From: Thom Freeman Sent: Tuesday, August 25, 2015 11:37 AM To: Tina Love Cm: Steve Brantley Subject: RE: Economic Development Advisory Board Open Positions Hi Tina, Which applicants do you want to place on the appointment agenda? Thanks, Thom From: Tina Love Sent: Tuesday, August 25, 2015 10:58 AM To: Thom Freeman Cm: Steve Brantley Subject: Economic Development Advisory Board [}pen Positions 2 6 Good Morning Thom, As you know we have two Board members who were not available to accept a second term due to personal time constraints. We do have applicants in the system qualified for these specialized positions and we would request that the appointment process be placed on an appropriate upcoming BOCC agenda. The positions are: • Position #2—Tourism • Position #5—Agricultural This is in addition to the two (2) reappointments that we have already submitted: • Position #8— Lori Eichel, Core Business Community • Position # 10 — Mark O'Neal, Core Business Community From: Steve Brantley Sent: Tuesday, August 25, 2015 2:59 PM To: Thom Freeman Cc: Tina Love Subject: Re: Orange County Economic Development's Advisory Board - recommendation for Ms. Paige Zinn r to fill opening Thanks. I understand and will have my advisory board review our applicants and then will let you know of their recommendation for an Oct meeting. Regards. Steve Brantley Orange County Economic Development On Aug 25, 2015, at 2:55 PM,Thom Freeman <tfreeman @o�ountync.gov>wrote: It would be your advisory board. There are only a few exceptions to the individual boards sending in their own recommendations. If we don't send a recommendation from your advisory board, then we would just put up the to two re-appointments and then we always specifically mention the openings and how long they have been vacant. The BOCC is then will pick from the list of applicants. If your advisory board makes a recommendation,then they take the recommendation based on the advisory boards reasoning for a good fit and take that into consideration. So I leave it up to you. We actually need to reduce the number of appointments going up on for the September 15, 2015 BOCC meeting and are trying to move some to the October date. Thanks, Thom 3 7 On Aug 25, 2015, at 2:22 PM,Thom Freeman <tfreeman@orangecountync.Eov>wrote: Steve, Would it be an imposition to hold on re-appointments and new appointments until the October 20, 2015 BOCC meeting? Therefore the board can review the new applications and make an informed decision. Thanks, Thom From: Steve Brantley Sent: Tuesday, August 25, 2015 2:12 PM To: Thom Freeman; Tina Love Cc: Donna Baker Subject: RE: Orange County Economic Development's Advisory Board - recommendation for Ms. Paige Zinn r to fill opening My Dec. 2014 e-mail that you mention involved a slightly different situation where my advisory board members had reviewed applications for the Econ. Dev. Advisory board and nominated Paige Zinn for the BOCC to fill an opening. The BOCC subsequently made that desired appointment for our vacant "Core Business" advisory board sector. Currently, my advisory board has not reviewed applicants, nor made a recommendation of potential applicants. What I have done thus far is identify and recruit ideal replacement candidates based on our advisory board's rather unique composition of members filling a specialty group, such as Core Business, Agriculture, Hotel/Tourism, Small Business, Entrepreneur, Non-Profits, etc. Among the many current applicants, most do not directly satisfy the two open categories for agriculture and hotel/tourism sectors which are currently vacant. For that reason, I have sought out specific individuals who I feel can assist in our advisory boards efforts, and who satisfy the agriculture (James Watts) and hotel (Nitin Khanna) sectors. From: Thom Freeman Sent: Tuesday, August 25, 2015 12:36 PM To: Steve Brantley; Tina Love Cc: Donna Baker Subject: FW: Orange County Economic Development's Advisory Board - recommendation for Ms. Paige Zinn r to fill opening Hi Steve and Tina, If you would send me an email consistent with the one you sent back in December,with the names of the two preferred candidates, I will add them to your current appointments going up in September. Thanks, Thom From: Donna Baker Sent: Saturday, December 13, 2014 8:05 AM 4 8 To: Steve Brantley Cc: Bonnie Hammersley; Greg Wilder; Thom Freeman Subject: RE: Orange County Economic Development's Advisory Board - recommendation for Ms. Paige Zinn r to fill opening Steve, All appointments go through our office so we will put this appointment up at the January 22nd meeting-if we need additional information, Thom Freeman will contact you. Donna Baker Clerk to the Board P.O. Box 8181 200 South Cameron St. Hillsborough, N.C. 27278 Phone: (919) 245-2130 Fax: (919) 644-0246 Cell: (919)428-3212 dbaker @orangecountync.gov From: Steve Brantley Sent: Friday, December 12, 2014 4:37 PM To: Donna Baker Cc: Bonnie Hammersley; Greg Wilder Subject: Orange County Economic Development's Advisory Board - recommendation for Ms. Paige Zinn r to fill opening Members of the Orange County Economic Development Advisory Board have concluded their vote of a top candidate, among all active applicants currently on file with the County, to file an open vacancy. Today they reached a quorum decision in favor of Ms. Paige Zinn to replace current board member Tom Underwood (Core Business Sector representative). Mr. Underwood's term technically expired on June 30th, but he had agreed to serve until the end of this year,when a replacement could be nominated. He is retiring on Dec. 31 from his job managing PHE, Inc. and from his seat on my Advisory Board. Is this the correct procedure for the BOCC to consider Ms. Paige Zinn for appointment to the Econ. Dev. Advisory Board, at an upcoming BOCC meeting? Best regards, Steve Brantley Director, Orange County Economic Development 5 9 BOCC Attendance Report for Advisory Boards Economic Development Advisory Board Attendance Record Jul /2014 — Jul /2015 Member Appointed J--14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Lori Eichel 05/15/2012 N/A N/A N/A P N/A P P N/A P N/A P N/A N/A Mark O'Neal 05/15/2012 N/A N/A N/A P N/A P P N/A P N/A P N/A N/A P: Present E: Excused A:Absent Current through-07/31/2015 10 Page 1 of 2 Nitin Khanna Volunteer Application Orange County Advisory Boards and Commissions Name: Mr. Nitin Khanna Name Called: Home Address: One Europa Drive Chapel Hill NC 27517 Phone (Day): 919-968-4900 Phone (Evening): 919-697-1715 Phone (Cell): 919-697-1715 Email: nkhanna @sheratonchapelhill.com Place of Employment: Sheraton Chapel Hill Job Title: General Manager Year of OC Residence: 2006 Township of Residence: Chapel Hill Zone of Residence: Chapel Hill Township within C.H. city limits Sex: Male Ethnic Background: Asian American Community Activities/Organizational Memberships: I started working at the Sheraton Chapel Hill in 2006 and for past 8 years I have been actively involved in the local community. Below are some of the current/past positions that I held: a€fBoard of Director for Chapel Hill-Carrboro Chamber of Commerce a€fresident Triangle Hotel Motel Association (2009) 5EActive Rotarian at East Chapel Hill Rotary a€fBoard member for NC lodging 5EActive Triangle Hotel Motel Association member Past Service on Orange County Advisory Boards: None Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: I have been in the hospitality industry since 1994 and I am a hospitality graduate from Swiss Hotel School with an international experience who has worked with different cultures and nationalities. Over the past 25 years I have held several positions in the Hospitality industry including my current role as a General Manager for the Sheraton Hotel in Chapel Hill. My previous role was a VP of Operations with a Development group where I managed 12 assets for different ownership. The responsibilities included were: -Liaison between brand and ownership -Responsible to find suitable brand for assets and work through the Re-flagging of assets to improve value 11 Page 2 of 2 Nitin Khanna -Worked with town and counties to maintain the community relationship on behalf of the ownership and properties -Responsible for renovating 5 full service assets with over$35 million of budget which positively impacted the revenues of the assets and taxes generated for the county -Oversaw the development of a Hilton Garden Inn and worked through opening a successful operating hotel -Helped ownership with purchase or sale of the assets Below is the list of boards that I currently serve or have served in the past: -Currently serves on board of directors for Chapel Hill-Carrboro Chamber of Commerce -Currently serves on board of directors for Orange County Visitor Bureau -Served a board member of NC Lodging Association -Served on Board of Triangle Hotel &Motel Association -Served a Past President of Triangle Hotel &Motel Association Reasons for wanting to serve on this board: Help in advising, attracting and retaining the right business to the Orange County that will assist in creating jobs and tax revenues for the county. Conflict of Interest: No. Supplemental Questions: Other Comments: This application was current on: 9/30/2014 1:55:35 PM Date Printed: 8/17/2015 12 Page 1 of 2 James Watts Volunteer Application Orange County Advisory Boards and Commissions Name: Mr. James Watts Name Called: Home Address: 4321 Hope Valley Dr. Hillsborough NC 27278 Phone (Day): 919-265-8480 Phone (Evening): 919-672-5838 Phone (Cell): 919-672-5838 Email: james@weaverstreetmarket.coop Place of Employment: Weaver Street Market Job Title: Merchandising Manager Year of OC Residence: 1999 Township of Residence: Chapel Hill Zone of Residence: Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Board Member, Piedmont Food and Agricultural Processing Center Session Member, Hillsborough Presbyterian Church Past Service on Orange County Advisory Boards: none Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: I ve been involved in this community since moving to the area in the late 90 s. I ve volunteered for Meals on Wheels, the Hillsborough Water Sewer Advisory Committee, and Piedmont Food and Agricultural Processing Center. As a long-time manager for a local business, I understand the important role that local government can play in strengthening communities through economic development. Weaver Street Market has always tried to partner with the community and the local governments to serve the needs of the community. Reasons for wanting to serve on this board: I m vitally interested in strengthening the food system here in the county and in the surrounding area, making me a good candidate for the Ag/Food Systems position.Also as a resident, I think that keeping the unique rural/urban mix that works together to make our area so attractive to potential residents and potential businesses/employers is key. I think that my small business perspective would add value to the deliberations of the Economic Development Commission. Finally, I haven t served Orange County with any of my volunteer activities up to now, and would like to meet new people and experience fresh perspectives through my involvement. Conflict of Interest: Supplemental Questions: 13 Page 2 of 2 James Watts Other Comments: This application was current on: 8/19/2015 4:45:42 PM Date Printed: 8/26/2015 14 Page 1 of 2 Lori Eichel Volunteer Application Orange County Advisory Boards and Commissions Name: Ms. Lori Eichel Name Called: Home Address: 714 E. Franklin St. Chapel Hill NC 27514 Phone (Day): 919-913-3208 Phone (Evening): 919-260-6296 Phone (Cell): Email: leichel @bankatharrington.com Place of Employment: Harrington Bank Job Title: Branch Manager Year of OC Residence: 1979 Township of Residence: Chapel Hill Zone of Residence: Does not apply Sex: Female Ethnic Background: Caucasian Community Activities/Organizational Memberships: Past Service on Orange County Advisory Boards: Boards/Commissions applied for: Supplemental Questions: Work Experience: Harrington Bank, Branch Manager- 70% business development; 30% management; Breakout Partners, President www.breakoutpartners.com(business consulting)-Accent Construction, President www.accentllc.com (commercial interior construction; BlueBolt Networks, Founder (venture capital funded online technology company that was acquired by Reed Elsiver Volunteer Experience: Recently served with 20/20 Study Group for Southern 15-501; U.S. Green Buildings Council, Past Membership Chair; Triangle Commercial Real Estate Women (CREW), Past Membership Committee, National Association of Women Busienss Owners, Past Program Committee Chair, The Women's Center of Chapel Hill Past Board; UNC-G Advisory Board for Interior Architecture Past Education Chair; St. Thomas More Church, multiple ministries. Education: B.A. anthropology, University of Florida; Master Product Design, NC State Univ. College of Design Other Comments: 15 Page 2 of 2 Lori Eichel As a long time resident of Orange County and long time business owner, I have primarily wored in locations outside Orange County. I am eager to see Orange County attract a broader tax base and develop the infrastructure to entice new high growth businesses. STAFF COMMENTS: Applied 05/08/2012 for Economic Development Advisory Board. This application was current on: 5/7/2012 6:11:00 PM Date Printed: 1/6/2014 16 Page 1 of 2 Mark N. O'Neal Volunteer Application Orange County Advisory Boards and Commissions Name: Mr. Mark N. O'Neal Name Called: Home Address: 3004 Stepping Stone Lane Durham NC 27705 Phone (Day): 919-493-0395 Phone (Evening): 919-815-8303 Phone (Cell): Email: marko @pickett-sprouse.com Place of Employment: Pickett-Sprouse Real Estate Job Title: Real Estate Broker Year of OC Residence: 1960 Township of Residence: Eno Zone of Residence: Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Past Service on Orange County Advisory Boards: Boards/Commissions applied for: Supplemental Questions: Work Experience: 10+ Years Corporate Finance -- Accounting, Budgeting, and Internal Audit (telepone - GTE and Northern Telecom), 25+ years in commercial real estate brokerage and development. Volunteer Experience: 10+ year Hillsborough Chamber Board (Twice President), 3+years Eno River Association Board, Orange County Committees: Eno EDD Small Area Plan and Rural Character Study Committee, Past Treasurer Durham Board of Realtors, Past President Triangle Commercial Real Estate Exchange & Board, Past Board Member on Hillsborough Tourism Board. Education: BA - Economics - Liberal Arts, Wittenberg University; MBA - Finance - Wake Forest University Other Comments: Good Understanding of White Collar Corporate Environment, Manufacturing and Assembly, as well as the blue collar trades necessary to support growth and development. STAFF COMMENTS: 05/07/2012 applied for Economic Development Advisory Board. ADDRESS VERIFICATION: 3004 Stepping Stone Lane is Eno Township, Agricultural Residential. 17 Page 2 of 2 Mark N. O'Neal This application was current on: 5/6/2012 Date Printed: 1/6/2014 18 Applicant Interest Listing by Board Name and by Applicant Name Contact Person: Steve Brantley Economic Development Advisory Board (REQUIRES Contact Phone: 919-245-2325 Mr. John Anderson Day Phone: 919-918-4832 Sex: Male 113 Hogan Woods Circle Evening Phone: 919-918-4851 Race: Caucasian Chapel Hill NC 27516 Cell Phone: Township: Chapel Hill E-mail: john.anderson@wellstargo.com Res.Eligibility: N/A Date Applied: 02/25/2014 Skills: Also Serves On: Skills: Banking Also Serves On: MR. DUANE AARON BUTNER Day Phone: 8643610893 Sex: Male 331 BOTAN WAY Evening Phone: 8643610893 Race: Caucasian HILLSBOROUGH NC 27278 Cell Phone: 8643610893 Township: Hillsborough E-mail: aaronbutner@gmail.com Res.Eligibility: Hillsborough Twnshp- Date Applied: 10/07/2015 Skills: Also Serves On: Mr. Keith Coleman Day Phone: 9197322171 Sex: Male 1624 Riverside Drive Dr. Evening Phone: 9192181853 Race: Caucasian Hillsborough NC 27278 Cell Phone: 9192181853 Township: Hillsborough E-mail: coleman.rk@gmail.com Res.Eligibility: County Date Applied: 10/24/2014 Skills: Also Serves On: Ms. Tracey Craven Day Phone: 919-413-7476 Sex: Female 7261 McBane Mill Road Evening Phone: 919-413-7476 Race: Caucasian Graham NC 27253 Cell Phone: Township: - E-mail: cravent@oeenterprises.org Res.Eligibility: Date Applied: 02/25/2014 Skills: Rehabilitation Counseling Also Serves On: Rev. Susie Enoch Day Phone: 336-260-7694 Sex: Female 4002 McGowan Creek Road Evening Phone: 336-260-7694 Race: African American Efland NC 27243 Cell Phone: Township: Cheeks E-mail: enochts@aol.com Res.Eligibility: County Date Applied: 03/06/2015 Skills: Human Resources Director Also Serves On: Human Relations Commission Skills: Human Resources Manager Skills: Pastoral Services Monday,October 12,2015 Page 1 of 4 19 Applicant Interest Listing by Board Name and by Applicant Name Contact Person: Steve Brantley Economic Development Advisory Board (REQUIRES Contact Phone: 919-245-2325 Mr. David Gephart Day Phone: 919-732-6464 Sex: Male 1401 Poplar Lane Evening Phone: 919-732-9886 Race: Caucasian Hillsborough NC 27278 Cell Phone: 919-656-7104 Township: Eno E-mail: dave@gephartmarketing.com Res.Eligibility: County Date Applied: 09/30/2014 Skills: Sales Management Also Serves On: MS. Libbie Howl Day Phone: 919-967-8070 Sex: Female 5401 Hough Road Evening Phone: 919-619-7116 Race: Caucasian Hillsborough NC 27278 Cell Phone: 919-619-7116 Township: Bingham E-mail: libbiehough@cmatters.org Res.Eligibility: County's Rural Buffer Date Applied: 08/27/2014 Skills: Chamber of Commerce Also Serves On: Chapel Hill/Orange County Visitors Bureau Skills: Marketing Communications Skills: Mental Health Advocate Skills: School Volunteer Mr. Paul Jadot Day Phone: 336-260-3661 Sex: Male 100 Rose Lane Evening Phone: 919-933-3803 Race: Caucasian Chapel Hill NC 27514 Cell Phone: Township: Chapel Hill E-mail: paul.jadot@mebtee.com Res.Eligibility: C.H.City Limits Date Applied: 02/27/2014 Skills: Technology Field Also Serves On: Mr. Nitin Khanna Day Phone: 919-968-4900 Sex: Male One Europa Drive Evening Phone: 919-697-1715 Race: Asian American Chapel Hill NC 27517 Cell Phone: 919-697-1715 Township: Chapel Hill E-mail: nkhanna@sheratonchapelhill.com Res.Eligibility: Chapel Hill Township Date Applied: 09/30/2014 Skills: Also Serves On: Chapel Hill/Orange County Visitors Bureau Mr. Clifford Leath Day Phone: 919-968-0708 Sex: Male 6600 Maynard Farm Road Evening Phone: 919-968-0708 Race: Caucasian Chapel Hill NC 27516 Cell Phone: 919-357-8181 Township: Bingham E-mail: cliffleath@earthlink.net Res.Eligibility: County Date Applied: 01/19/2014 Skills: Also Serves On: Monday,October 12,2015 Page 2 of 4 20 Applicant Interest Listing by Board Name and by Applicant Name Contact Person: Steve Brantley Economic Development Advisory Board (REQUIRES Contact Phone: 919-245-2325 Mr. John Morris III Day Phone: 919-942-1141 Sex: Male 194 Finley Golf Course Road,suite 102 Evening Phone: 919-417-2492 Race: Caucasian Chapel Hill NC 27517 Cell Phone: Township: Chapel Hill E-mail: jmorrisgmorriscommercial.com Res.Eligibility: Does not apply Date Applied: 02/25/2014 Skills: Real Estate Also Serves On: Ms. Jamie Paulen Day Phone: 216-965-5095 Sex: Female 5500 Spring House Lane Evening Phone: Race: Caucasian Chapel Hill NC 27516 Cell Phone: Township: Chapel Hill E-mail: jamiepaulenggmail.com Res.Eligibility: Orange County Date Applied: 12/19/2012 Skills: Attorney Also Serves On: Human Relations Commission Mr. Ron Prichard Day Phone: 919-304-1383 Sex: Male 7315 Oakwood Street Ext. Evening Phone: 336-263-9255 Race: Caucasian Mebane NC 27302 Cell Phone: Township: - E-mail: ron.prichardgakg-america.com Res.Eligibility: Date Applied: 05/07/2012 Skills: Director,Manufacturing Also Serves On: Skills: Director,Supply Chain Also Serves On: Ms. Margaret Samuels Day Phone: 919-699-4400 sex: Female 107 Green Willow Court Evening Phone: 919-699-4400 Race: Caucasian Chapel Hill NC 27514 Cell Phone: Township: Chapel Hill E-mail: msamuelsgorangesmartstart.org Res.Eligibility: Does not apply Date Applied: 02/26/2014 Skills: Executive Director Also Serves On: Skills: Social Work Also Serves On: Blaine William Schmidt Day Phone: 919-448-8066 sex: Male 409 Perry Creek Drive Evening Phone: 919-448-8066 Race: Caucasian Chapel Hill NC 27514 Cell Phone: 704-425-8225 Township: Chapel Hill E-mail: ocncdbrdgextemporaneous.org Res.Eligibility: Chapel Hill Township Date Applied: 04/02/2015 Skills: Also Serves On: Board of Equalization and Review(REQUIRES DISCL Monday,October 12,2015 Page 3 of 4 21 Applicant Interest Listing by Board Name and by Applicant Name Contact Person: Steve Brantley Economic Development Advisory Board (REQUIRES Contact Phone: 919-245-2325 Mr Tom Schopler Day Phone: 919-536-0190 Sex: Male 8220 Morrow Mill Rd Evening Phone: 919-624-4905 Race: Caucasian Chapel Hill NC 27516 Cell Phone: 919-624-4905 Township: Bingham E-mail: tschopler@gmail.com Res.Eligibility: County Date Applied: 01/20/2014 Skills: Also Serves On: Mr Henry Sims Day Phone: 9197901900 Sex: Male 5531 Ponderosa Dr Evening Phone: 8285080163 Race: Caucasian Durham NC 27705 Cell Phone: 8285080163 Township: Eno E-mail: henrysims@hotmail.com Res.Eligibility: County Date Applied: 06/05/2015 Skills: Also Serves On: Michelle Tartalio Day Phone: 9194844918 Sex: Female 2007 Whitmore Circle Evening Phone: 9198697210 Race: Caucasian Chapel Hill NC 27516 Cell Phone: 9179523826 Township: Chapel Hill E-mail: mtartalio@enlightresearch.com Res.Eligibility: Carrboro City Limits Date Applied: 11/12/2014 Skills: Also Serves On: Mr. James Watts Day Phone: 919-265-8480 Sex: Male 4321 Hope Valley Dr. Evening Phone: 919-672-5838 Race: Caucasian Hillsborough NC 27278 Cell Phone: 919-672-5838 Township: Chapel Hill E-mail: james@weaverstreetmarket.coop Res.Eligibility: Date Applied: 08/19/2015 Skills: Also Serves On: Monday,October 12,2015 Page 4 of 4 22 Page 1 of 2 John Anderson Volunteer Application Orange County Advisory Boards and Commissions Name: Mr. John Anderson Name Called: Home Address: 113 Hogan Woods Circle Chapel Hill NC 27516 Phone (Day): 919-918-4832 Phone (Evening): 919-918-4851 Phone (Cell): Email: john.anderson @wellsfargo.com Place of Employment: Wells Fargo Bank, N.A. Job Title: Sr. VP/Chapel Hill Market President Year of OC Residence: 2001 Township of Residence: Chapel Hill Zone of Residence: NIA Sex: Male Ethnic Background: Caucasian Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE ST Community Activities/Organizational Memberships: Past Service on Orange County Advisory Boards: Work Experience: 28 years in commercial Banking; 1982-1985; The chase Manhattan Bank (1985-1987 UVA Darden School, MBA degree); 1987-199, Bankers Trust Co.; 1989-1994, Signet Bank; 1995-Present, First Union National Bank - Wachovia Bank - Wells Fargo Bank. Volunteer Experience: Junion Achievement Instructor; boy Scouts of America fundraising; Orange County American Red Cross Board; Chapel Hill-Carrboro Public School Foundation Board; Project Graduation Board; Chapel Hill-Carrboro Chamber of Commerce Board (current); University Presbyterian Church, Member of Session (current). Education: Chapel Hill-Carrboro public schools; Durham Academy, 1978; Williams College, 1982; University of Virginia, Darden school, MBA, 1987. Other Comments: My family moved to Chapel Hill in 1971. My father was a long-time professor in the UNC School of Public Health. My wife's family moved to Chapel Hill in 1979. Our two sons graduated from Chapel Hill High School. As a member of the business community and as a property owner paying taxes, I am interested in growing our commercial tax base and lessening the burden on homeowners. STAFF COMMENTS: Orignally (0510412012) applied for Economic Development Advisory Boad. 23 Page 2 of 2 John Anderson This application was current on: 5/2/2012 Date Printed: 8/2/2013 I 1 i i I i I 24 Page 1 of 2 DUANE AARON BUTNER Volunteer Application Orange County Advisory Boards and Commissions Name: MR. DUANE AARON BUTNER Name Called: Home Address: 331 BOTAN WAY HILLSBOROUGH NC 27278 Phone (Day): 8643610893 Phone (Evening): 8643610893 Phone (Cell): 8643610893 Email: aaronbutner @gmail.com Place of Employment: BB&T - Chapel Hill Job Title: Vice President - Small Business Market Leader Year of OC Residence: 2015 Township of Residence: Hillsborough Zone of Residence: Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: ***APPLICATION FOR ECONOMIC DEVELOPMENT ADVISORY BOARD*** * CURRENTLY SERVING 4 YEAR TERM ON HILLSBOROUGH WATER & SEWER ADVISORY BOARD. * INVOVLED WITH CHAPEL HILL CHAMBER AND WORK WITH THE ECONOMIC DEVELOPMENT & PUBLIC POLICY COMMITTEE • VICE PRESIDENT AT BB&T - CHAPEL HILL • BB&T UNITED WAY LEADER FOR ORANGE COUNTY • ORIGINALLY FROM HILLSBOROUGH, NC Past Service on Orange County Advisory Boards: NONE Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: I am originally from Hillsborough and absolutely love Orange County. I have built a new home in Hillsborough and plan on living here for the rest of my life. I have worked for BB&T since 2001 and have many years of experience dealing with economic development; currently I am the Small Business Market Leader in Chapel Hill. I have studied abroad, living in Arequipa, Peru while also having the opportunity to travel into other parts of South America and the United Kingdom. While my bachelors degree is in Theology and my Master s degree is in Counseling, I feel this helps me serve my clients and prospects by bringing honest and compassionate insight to what they face on a day to day basis. I have experience in small business lending,winning BB&T s Sterling Award as the Best of the 25 Page 2 of 2 DUANE AARON Best. I understand what business owner s face, both from an existing operation to brand new start ups. I manage a team of sales people, so I understand what type of leadership is needed to help motivate a team to achieve goals. With all of that under my belt, along with having lived in different cultures abroad, I am confident I can be of great assistance to the future growth that is coming to Orange County! Reasons for wanting to serve on this board: I want to serve on the Economic Development Advisory Board because Orange County is my home and where I do business. My wife, daughter and I are dependent upon the future business development and economic growth of Orange County. My passion is to watch the economy grow in Orange County by helping bring fresh and innovative ideas to see how we can help small businesses thrive. Conflict of Interest: Supplemental Questions: Other Comments: This application was current on: 10/7/2015 2:55:37 PM Date Printed: 10/12/2015 26 Page 1 of 2 Keith Coleman Volunteer Application Orange County Advisory Boards and Commissions Name: Keith Coleman Name Called: Home Address: 1624 Riverside Drive Dr. Hillsborough NC 27278 Phone (Day): 9197322171 Phone (Evening): 9192181853 Phone (Cell): 9192181853 Email: coleman.rk @gmail.com Place of Employment: The News of Orange County Job Title: General Manager Year of OC Residence: 1953 Township of Residence: Hillsborough Zone of Residence: Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Board of Directors- Hillsborough Chamber of Commerce Board Member- Town of Hillsborough Tourism Board Member Union Grove United Methodist Church Board of Directors of North Carolina Press Assoc. Past Service on Orange County Advisory Boards: Formerly served on the Hillsborough Board of Adjustment Formerly served on the Economic Development Advisory Board Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: I believe that my number of years living in this community and the fact that I served on the board previously would make me a good member of this board. Reasons for wanting to serve on this board: I love Orange County and I would like to be a part of bringing quality businesses to our community. Conflict of Interest: Supplemental Questions: Other Comments: This application was current on: 10/24/2014 4:49:48 PM Date Printed: 10/27/2014 27 Page 2 of 2 Keith Coleman 28 Page 1 of 2 Tracey Craven Volunteer Application Orange County Advisory Boards and Commissions Name: Ms. Tracey Craven Name Called: Home Address: 7261 McBane Mill Road Graham NC 27253 Phone (Day): 919-413-7476 Phone (Evening): 919-413-7476 Phone (Cell): Email: cravent @oeenterprises.org Place of Employment: cravent @oeenterprises.org Job Title: Site Director Year of OC Residence: Township of Residence: - Zone of Residence: - Sex: Female Ethnic Background: Caucasian Community Activities/Organizational Memberships: Past Service on Orange County Advisory Boards: Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: Supplemental Questions: Work Experience: September 1994 - December 1997 Orange Enterprises, Inc., Hillsborough, NC. Orange Enterprises, Inc. is a community rehabilitation program promoting community employment and integration for persons with disabilities. January 1998 - September 2000 Keston Care, Chapel Hill, NC. Healthcare agency providing community inclusion services to individuals with disabilities. September 2000 - Present Orange Enterprises, Inc./OE Enterprises, Inc., Hillsborough, NC Volunteer Experience: September 2000 - December 2000 Homeplace of Burlington, Burlington, NC/ Volunteered with the senior population in an assisted living environment. September 2005 -Present NC APSE (North Carolina Association for Persons in supported employment) NC APSE is the state chapter of APSE. The goals of the organization is to promote and advocate for Employment of individuals with disabilities. Served in several capacities: Board of Directors, Conference Committee Chair, State Chapter President 29 Page 2 of 2 Tracey Craven Education: 2000 - 2008 University of North Carolina, Greensboro, NC. BA in Psychology, Minor-Social Work. 1993 - 1995 Orange High, Hillsborough, NC Other Comments: In leading an organization where employment is the focus, economic development is a natural priority. As someone who was born, raised, educated and now works in Orange County, the economic success and improved local economy of this area holds great significance. I believe this advisory council will contribute to the economic future and quality of life of those living in Orange County. STAFF COMMENTS: Applied for Economic Development Advisory Board 05/07/2012 This application was current on: 5/7/2012 7:13:50 AM Date Printed: 12/27/2013 30 Page 1 of 4 Susie Enoch Volunteer Application Orange County Advisory Boards and Commissions Name: Rev. Susie Enoch Name Called: Home Address: 4002 McGowan Creek Road Efland NC 27243 Phone (Day): 336-260-7694 Phone (Evening): 336-260-7694 Phone (Cell): Email: enochts @aol.com Place of Employment: Unemployed Job Title: Year of OC Residence: 2009 Township of Residence: Cheeks Zone of Residence: Rural Area Resident Sex: Female Ethnic Background: African American Community Activities/Organizational Memberships: Contracted Qualified Professional @ Ethel's Footprints, - Burlington, NC (Feb 2014- Present)- provide counseling services in facility and at consumer's homes. Works independently to provide clinical interventions based on best practice counseling models and techniques to work effectively with children and families. Duties include but are not limited to: conducting clinical assessments, developing treatment plans with client and family participation, providing individual, family, and group therapeutic sessions, and providing on-call crisis intervention services. Contracted Authorization Professional @ Just In Time Youth Services, -Burlington, NC Nov 2113-Present) -Provide documentation to MCO's for managed specialized care inpatient, outpatient, ancillary services for consumers. Ensuring that all initial and reauthorizations for services occur in a timely fashion. Past Service on Orange County Advisory Boards: Boards/Commissions applied for: Durham Technical Community College Board of Trustees Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: 31 Page 2 of 4 Susie Enoch Board of Social Services Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: Historic Preservation Commission (APPLICANTS SHALL RESIDE WITHIN THE TERRITORIAL Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: Supplemental Questions: Durham Technical Community College Board of Trustees What improvements do you believe can be made so that DTCC better serves the residents of Orange County? Durham Technical Community College is a vital source of education to many individuals seeking to improve their lifestyles, as well as their economic status within Orange County. Due to the population growth we are seeing in this area; it is imperative DTCC be on the forefront to provide the necessary tools for our residents to be competitive in the 21 st centuryjob market. One of the major improvements DTCC can implement now and in the future is a science and mathematics program. Because we live in the shadow of the UNC Hospital, there is a high demand in the field of clinical research, medical, scientific and mathematical engineering. If we continue to grow both economically and socially in this area, and attract new businesses that highlight these particular career, we must be able to readily produce the individuals who can meet the demand, rather than recruit others from around the world to fulfill these perspective positions. Orange County residents deserve the opportunity to take advantage of the high income jobs offered in their area. DTCC can provide the residents here that opportunity through the benefits of a quality education. DTCC needs to improve its recruitment process by aggressively offering courses that target our area and its'desire and need to be relevant. With DTCC's commitment to Orange County residents, we can readily be one of the most influential places to reside in North Carolina. Thank you for the opportunity to voice my interest with DTCC and the privilege to serve my community of Orange County with pride and respect. Respectfully Submitted, Susie Wright Enoch, BA, Mdiv, Work Experience: WrightCare Alternatives Services, Hillsborough, NC [Mar 2008 - May 2011] 32 Page 3 of 4 Susie Enoch Human Resource Director; Served in a pivotal role as a member of the senior leadership team, while providing organizational leadership for the alignment of WCAS workforce with the mission and vision. Worked closely with the Program Director and key clinical team to develop and implement HR strategies, functions and systems to facilitate the achievement of WCAS strategic directions and initiatives. Served as the staff advisor and liaison within various Committees of WCAS Board of Directors, as needed: 'Promoted and facilitated the mission and vision of the organization. Maintained the staff needed for client care. ',reated, directed, and implemented development strategies to solidify and expand the organization's employee and employer relationship.Developed a sound HR dept which allowed for effective delivery of excellent services while achieving the financial goals set for the organization.Oversaw all operations including hiring and supervising of staff, training, and developing and implementing organizational policies and procedures. Qualified Professional:Served as Qualified Professional responsible for providing an array of case coordination and mental health services for MH/DD/SA clients.Determined the extent of each individual's mental health or crisis situations as well as the appropriate measures to be taken in each case.Upheld agency goals to meet the educational, vocational, residential, mental health treatment, financial, social and other non-treatment needs of the recipient.Managed the arrangement, and linkage or integration of multiple services as needed as it related to programs and other outside agencies.Assessed and reassessed recipient's needs for case management services; informed the recipient about benefits, community resources, and services. Duke University Medical Center (Pastoral Services), Durham, NC [May 2010 - May 2011] Chaplain Resident:Provided interfaith pastoral/spiritual care to patients, families, and staff in crisis situations.Evaluated emotional, social, spiritual and religious factors to determine the capacity to cope with illness and death through completed spiritual assessments outlining problems, goals and interventions.Served as a liaison with community pastoral care services, clergy and faith communities.Successfully educated patients, families, and staff, as well as participated in ethics consults. )eveloped sacerdotal functions, religious rituals, and services upon personal request of patients or their family members according to their beliefs, and religious orientations; personally or in conjunction with community spiritual leaders. Durham Technical Community College, Durham, NC [2004 - 2005] Continuing Education Instructor:Taught classes in basic money marketing skills, customer service, healthcare, and teaching careers for c.e.0 certification, and associate/bachelor level degrees.Lead Job Fairs and provided classroom instruction in job assistance training [ in both group/individual] settings. Successfully educted clients in job preparation through counseling, mock interviews and resume critique. Bank of America (formerly NationsBank), Burlington, NC & Greensboro, NC [1998 - 2000] Assistant Branch Manager/ Consumer Banker. Played a key role in developing sales programs that helped meet company goals.Maintained direct oversight of branch cash flow; resolved escalated issues and reported to management.Conducted monthly and quarterly branch audits, including security system tests.Open and closed the branch daily; supervised a staff of 12. 33 Page 4 of 4 Susie Enoch Great American Knitting Mills (Gold Toe), Burlington, NC [1995 - 1998] Credit/Account Analyst - Worked with a team of three analyst/collectors. Ensured that staff members complied with FDCPA guidelines.Conducted some training and team development sessions.Recovered $750,000 in charged off collateral.Implemented a new goal oriented business plan detailing objectives, costs and accomplishments.Reduced delinquencies 20% Volunteer Experience: New Covenant UHC (Burlington, NC) Clothing Giveaway (Evangelism Committee); Education: Duke Univeristy Medical Center-Pastoral Services, Durham, NC C.P.E. Residency, 3 Units- May 2011 Duke Univeristy Medical Center-Pastoral Services, Durham, NC C.P.E. Internship, 1 Unit- May 08-Aug 08 Duke University Duke Divinity School, Durham, NC Master of Divinity, GPA: 2.89 -May 2009 Shaw University, Raleigh, NC BA Religion/Philosophy; Summa Cum Laude, GPA:3.89 - Dec-2004 Other Comments: The community in which one lives should always be a matter of concern to them. The quality of life within the community reflects the heart and soul of its residents in regards to their values and principles they live by. With that said, I am most interested to be a part of the Orange County community not just as a mere resident, but one who desires to serve the community in a greater aspect within the Advisory Board, Commission, and or Committee(s) listed above. STAFF COMMENTS: Applied for Orange County Planning Board, Board of Social Services, and Interlocal Agreement committee for the Hillsborough Area-Orange county Strategic Growth Plan Phase II 12/29/2010. Updated application through Planning Department for OUTBoard 1/24/2011. UPDATED APPLICATION FOR OC PLANNING BOARD 02/13/2012. UPDATED APPLICATION 05/15/2012 TO INCLUDE Human Relations Commission, Commission for the Environment, Historic Preservation Commission, Orange Unified Transportation Board, Board of Social Sevices, Durham Technical Community College Board of Directors, and Economic Development Advisory Board. , ADDRESS VERIFICATION: 4002 McGowan Creek Road, Efland, NC is in Orange County Jurisdiction and Cheeks Township. This application was current on: 3/6/2015 Date Printed: 7/31/2015 34 Page 1 of 2 David Gephart Volunteer Application Orange County Advisory Boards and Commissions Name: Mr. David Gephart Name Called: Home Address: 1401 Poplar Lane Hillsborough NC 27278 Phone (Day): 919-732-6464 Phone (Evening): 919-732-9886 Phone (Cell): 919-656-7104 Email: dave @gephartmarketing.com Place of Employment: Gephart Marketing Solutions Job Title: President Year of OC Residence: 1970 Township of Residence: Eno Zone of Residence: County Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: President of Poplar Ridge Property Owners Association (25 houses) Hillsborough Chamber Chapel Hill Chamber Expiring term on the CH/OCVB (8 years) Previously - President Hillsborough Exchange Club (2 terms) Hillsborough Chamber Board (9 years) Vice-Chair Alliance for Historic Hillsborough Boy Scouts of America (District Chair, Scoutmaster, Cubmaster) Past Service on Orange County Advisory Boards: Expiring term on Chapel Hill Orange County Visitors Bureau Orange County Energy Board Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Having worked with several Chambers of Commerce I have a lot of experience and a love in working on Business Development and Economic Development! As a Marketing Manager Director with FedEx Supply Chain, I have a global understanding of the international supply chain and how important Orange County can be to relocating businesses. Reasons for wanting to serve on this board: For over 40 years I have chosen to live in Orange County(Chapel Hill, Carrboro, and Hillsborough) and I know many aspects of the county that some new comers are not aware of. I want to help Orange County to grow smart and to give back to the community where I live! Conflict of Interest: Supplemental Questions: 35 Page 2 of 2 David Gephart Work Experience: I am a senior sales and marketing professional Volunteer Experience: Boy Scouts of America (2x- Cubmaster, Scoutmaster, District Chair) Hillsborough Exchange Club Hillsborough/Orange County Chamber (Board) - Hog Day Alliance for Historic Hillsborough (Bd. & Treas.) Education: UNC-CH BSBA Other Comments: I was elected by the Board of the Alliance for Historic Hillsborough to serve as it's designated representative on the Chapel Hill/Orange County Visitors Bureau. I request to be appointed.STAFF COMMENTS: Originally applied for Chapel Hill/Orange County Visitors Bureau 9/26/2007. ADDRESS VERIFICATION: 1401 Poplar Lane, Hillsborough, NC is in Eno Township. Updated applicatino 09/30/2014. This application was current on: 9/26/2007 11:42:18 AM Date Printed: 9/30/2014 36 Page 1 of 3 Libbie Hough Volunteer Application Orange County Advisory Boards and Commissions Name: Ms. Libbie Hough Name Called: Home Address: 5401 Hough Road Hillsborough NC 27278 Phone (Day): 919-967-8070 Phone (Evening): 919.619.7116 Phone (Cell): 919.619.7116 Email: libbiehough @cmatters.org Place of Employment: comma Job Title: president Year of OC Residence: 1979 Township of Residence: Bingham Zone of Residence: County's Rural Buffer Sex: Female Ethnic Background: Caucasian Community Activities/Organizational Memberships: Member: Chapel Hill-Canrboro Chamber of Commerce; member of Economic Development/Public Policy Committee; event speaker Hillsborough/Orange County Chamber of Commerce Society of Women of Environmental Professionals, Triangle Chapter Board member: Alliance for Historic Hillsborough, vice chair; chair of marketing committee Town of Hillsborough Tourism Board, vice chair Education Foundation for Orange County Schools, secretary Volunteer activity: American Heart Association, volunteer advocate; Heart Walk Community Teams co-chair Past Service on Orange County Advisory Boards: I have not served on an Orange County Advisory Board Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: 37 Page 2 of 3 Libbie Hough Chapel Hill/Orange County Visitors Bureau Background, education and experience relevant to this board: I have operated a marketing communications company for the last 13 years here in Orange County and serve non-profits, university-based programs and units, as well as small businesses. I would bring with me my knowledge of marketing to a diverse set of audiences as well as understanding of the principles of marketing. My board service, current and past, has informed my desire to help promote our county as a destination. I lived in Chapel Hill for 11 years and have lived in rural Orange for 24 years. My current and past board and volunteer experience in mental health, education, and at the chamber level enable me to bring a broad perspective to any endeavor. Reasons for wanting to serve on this board: I see tourism and visitors services as a tool for economic development. Yes, it is an industry that gives a community opportunities to improve itself from a visual and experiential perspective. But beyond that, it is industry and we need that-- as long as it is consistent with our values--to grow our tax base. This in turn enables us to continue to have jobs to our residents and to build our capacity to serve our most vulnerable populations. This is not an easy balance, but one that I m proud our county attends to. Conflict of Interest: We live in a small community and there is always a need to check ourselves and our motives when it comes to conflicts of interest. I have prior and current working relationships with Orange County Government and have done work for the Visitors Bureau. I would not entertain work for financial compensation with the latter while serving on its board. I am assuming the board has a conflict of interest policy and, if so, would abide by it. Supplemental Questions: Work Experience: Founder and owner of comma, Ilc, a marketing/pr firm located in rural Orange County 2001-present Development Associate, Ackland Art Museum, UNC-CH, 2000-2001 Director of PR, Shoofly: An Audiomagazine for Children, 1998-2000 Director of HELPLINE, OPC Mental Health Center, 1989-1992 Director of Volunteers, Women's Center of Raleigh, 1988-1989 Volunteer Experience: Open Your Heart Chair, American Heart Association of the Triangle, Current Fourth Sector Cluster Initiative, Current Chair, Hillsborough/Orange County Chamber of Commerce's Education Committee, 2007-2012; Member, Mental Health America of the Triangle Board of Directors, 2006-2009, 2010-2012; Member, Hillsborough/Orange County Chamber of Commerce Board of Directors, 2007-2011; Member, Orange County Education Foundation Board of Directors, 2006-2008; Member, Orange County Schools Board of Education, 2002-2006; Volunteer Experience Prior to 2002: Church volunteer -- boards, choir, church school teacher Community volunteer -- Hillsborough Visitor's Center tour guide (Spirits of Hillsborough); Friends of the Library School volunteer -- PTSA board committee chair, 1997-2002; A L Stanback Library, 2003- 2004. Education: UNC-Chapel Hill, Masters of Social Work, 1987 UNC-Chapel Hill, BA, Religious Studies, 1984 38 Page 3 of 3 Libbie Hough Other Comments: In addition to the other activities mentioned above, I am also a. Member, Chapel Hill Chamber of Commerce; Hillsborough Chamber of Commerce; Association for Corporate Growth-Raleigh Durham Chapter Member, Bull City Forward, a co-working incubator setting for social entrepreneurs. Co-organized a breakfast focused on entrepreneurship for the Hillsborough Chamber and Orange County Schools, March 2011. I am passionate about pushing forward Orange County's economic development efforts. I see this as a social justice issue in that we're creating jobs for those who live here or want to live here. I also see economic development as critical to nurture if we want to continue offering the quality of life we already have while also expanding efforts in other areas -- social services, recreational opportunities for residents. We must have a county-wide perspective while respecting the unique characteristics of each area or municipality within. It would be an honor to serve. STAFF COMMENTS: Applied 05/31/2012 for Ecoomic Development Advisory Board. ADDRESS VERIFICATION: 5401 Hough Road is in bingham Township, Orange County Jurisdiction, and Rural Buffer Zone. This application was current on: 8/27/2014 Date Printed: 9/4/2014 39 Page 1 of 2 Paul Jadot Volunteer Application Orange County Advisory Boards and Commissions Name: Mr. Paul Jadot Name Called: Home Address: 100 Rose Lane Chapel Hill NC 27514 Phone (Day): 336-260-3661 Phone (Evening): 919-933-3803 Phone (Cell): Email: paul.jadot @mebtec.com Place of Employment: MebTec Technology Inc, Chapel Hill Job Title: President & Owner Year of OC Residence: 1992 Township of Residence: Chapel Hill Zone of Residence: C.H. City Limits Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Past Service on Orange County Advisory Boards: Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: Supplemental Questions: Work Experience: Recent: Baumgartner Inc - President - 1991 until 2003, Mebane, Alamance County - manufacturing US subsidiary of Swiss Group - starter company. MebTec technoogy Inc - President and Owner- 2003 until present - software industrial applications - US rep for European metrology instrumentation companies. Volunteer Experience: IFC Homeless Shelter - Sunday night dinner volunteer. VP Chapel Hill Historical Society Education: BA from University of Antwerp, Belgium. MA, School of Advanced International studies - The Johns Hopkins University. Other Comments: This application is for the Orange County Economic Development Advisory Board: Entrepreneur or Core Business. Fluency in English, Dutch, French and German. US Citizen. STAFF COMMENTS: 40 Page 2 of 2 Paul Jadot Applied 05/28/2012 for Economic Development Advisory Board. ADDRESS VERIFICATION: 100 Rose Lane is Chapel Hill Township, Chapel Hill Jurisdiction, Chapel Hill Town Limits. This application was current on: 5/28/2012 11:14:33 AM Date Printed: 12/27/2013 41 Page 1 of 2 Clifford Leath Volunteer Application Orange County Advisory Boards and Commissions Name: Mr. Clifford Leath Name Called: Home Address: 6600 Maynard Farm Road Chapel Hill NC 27516 Phone (Day): 919.968.0708 Phone (Evening): 919.968.0708 Phone (Cell): 919.357.8181 Email: cliffleath @earthlink.net Place of Employment: 1st Choice Cabinetry LLC Raleigh NC Job Title: Owner Year of OC Residence: 1994 Township of Residence: Bingham Zone of Residence: County Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Project EnGage 3 month course Eno River Association, Past Board Member, Past Finance Committee Chair and current Finance Committee member. Preserve Rural Orange Board Member Past Service on Orange County Advisory Boards: I have not served previously on any Orange County Advisory Board Boards/Commissions applied for: Commission for the Environment Background, education and experience relevant to this board: I am a proponent of Environmentally sound practices. I currently own a farm, and my family has farmed in Orange County as far back as 1700 Reasons for wanting to serve on this board: I am interested in seeing environmentally sound practices used in Orange County to safeguard and protect the environment Conflict of Interest: 42 Page 2 of 2 Clifford Leath Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: I have been a business owner employing folks for 40 years. First in the textile business in Burlington, and currently in the cabinetry business in Raleigh. I have been active in many organizations like the Chamber of Commerce, bank board, university advisory boards at NC State, etc. and understand business. Reasons for wanting to serve on this board: I would like to see a vibrant sustainable economy in Orange county that creates and maintains good jobs for our citizens. Conflict of Interest: Historic Preservation Commission (APPLICANTS SHALL RESIDE WITHIN THE TERRITORIAL Background, education and experience relevant to this board: I have always been a proponent of documenting and preserving, if possible, our heritage sites. I am a History major, and understand the importance of knowing about and keeping our history relevant and in the minds of our citizens Reasons for wanting to serve on this board: I have met with Peter Sandbeck and have an understanding of the scope of work that he is involved in along with the activities that the commission is involved in, and think that I could add value with my participation on the commission. Conflict of Interest: Supplemental Questions: Other Comments: This application was current on: 1/19/2014 11:32:22 AM Date Printed: 1/21/2014 43 Page 1 of 2 John Morris III Volunteer Application Orange County Advisory Boards and Commissions Name: Mr. John Morris III Name Called: Home Address: 194 Finley Golf Course Road, suite 102 Chapel Hill NC 27517 Phone (Day): 919-942-1141 Phone (Evening): 919-417-2492 Phone (Cell): Email: jmorris @morriscommercial.com Place of Employment: Morris Commercial,lnc. Job Title: President Year of OC Residence: 1969 Township of Residence: Chapel Hill Zone of Residence: Does not apply Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Past Service on Orange County Advisory Boards: Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: Supplemental Questions: Work Experience: 35 years real estate experience in the Orange County market beginning with residential development and custom homebuilding and transitioning into commercial- investment real estate including commercial development,brokerage,leasing,management and investment. Volunteer Experience: Former chair of CH-Carrboro Chamber of Commerce,former chair of CH-Carrboro Board of Realtors,former chair of the SECU Family House at UNC Hospitals,current member of Wells Fargo Advisory Board for Orange County,current member of Charles House Adult Daycare Center Advisory Board,current member of Kidzu Building Committee [Childress Museum],former Board member of the CH-Carrboro Public School Foundation,current member of the NC Childrens Home Society Foundation Board,current member of the CH Ronald McDonald Advisory Board,Lifetime member of the UNC Alumni Association,Member of UNC Educational Foundation [Rams Club] 44 Page 2 of 2 John Morris III Education: BA Chemistry - UNC-Chapel Hill CCIM - National designation for commercial-investment real estate professional NASD sales reprentative securities license NC licensed real estate broker Other Comments: I would be very interested in serving on the Economic Development Advisory Board.l am keenly aware of the need to generate suitable and desirable economic growth in our County and would be pleased to be involved in the process at this level. STAFF COMMENTS: Applied 05/04/2012 for Economic Development Advisory Board. ADDRESS VERIFICATION: This application was current on: 5/4/2012 10:09:12 AM Date Printed: 12/27/2013 45 Page 1 of 2 Jamie Paulen Volunteer Application Orange County Advisory Boards and Commissions Name: Ms. Jamie Paulen Name Called: Home Address: 5500 Spring House Lane Chapel Hill NC 27516 Phone (Day): 216-965-5095 Phone (Evening): Phone (Cell): Email: jamiepaulen @gmail.com Place of Employment: Smith Moore Leatherwood LLP Job Title: Attorney Year of OC Residence: 2010 Township of Residence: Chapel Hill Zone of Residence: Orange County Sex: Female Ethnic Background: Caucasian Community Activities/Organizational Memberships: Past Service on Orange County Advisory Boards: None Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: I am an attorney who represents businesses and have an interest in bringing more business to Orange County. I can bring that experience to the advisory board. Reasons for wanting to serve on this board: Conflict of Interest: Supplemental Questions: Other Comments: STAFF COMMENTS: Originally applied for Economic Development Advisory Board; Human Relations Commission, and Orange County Planning Board 09/17/2012-RE- APPLIED 10/15/2012 FOR HUMAN RELATIONS COMMISSION, PERSONNEL HEARING BOARD, AND ORANGE COUNTY PARKS AND RECREATION COUNCIL. . UPDATED APPLICATION FOR PARKS AND REC. 12/19/1012. ADDRESS VERIFICATION: 5500 Spring House Lane is Chapel Hill Township, Orange County Jurisdiction, Rural Buffer. 46 Page 2 of 2 Jamie Paulen This application was current on: 12/19/2012 Date Printed: 12/27/2013 47 Page 1 of 2 Ron Prichard Volunteer Application Orange County Advisory Boards and Commissions Name: Mr. Ron Prichard Name Called: Home Address: 7315 Oakwood Street Ext. Mebane NC 27302 Phone (Day): 919-304-1383 Phone (Evening): 336-263-9255 Phone (Cell): Email: ron.prichard @akg-america.com Place of Employment: AKG North America, Inc. Job Title: Director, Supply Chain Year of OC Residence: Township of Residence: - Zone of Residence: - Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Past Service on Orange County Advisory Boards: Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: Supplemental Questions: Work Experience: 2006 - present AKG North America, Inc., Mebane, NC, Director, Supply Chain; 1999-2006 Holt Hosiery Mills, Inc., Burlington, NC, Director of Manufacturing and Sourcing; 1997-1999 Jackson Lea, Conover, NC, Vice President of Manufacturing; 1989- 1997 Sara Lee Branded Apparel, Plant Operations Manager, Winston-Salem NC, Lumberton, NC, and Kingston, Jamaica Volunteer Experience: Leadership Through Knowledge Scholarship Fund, United Way, March of Dimes Education: B.S Business Management Tennessee Technological University MBA LaSalle University Other Comments: 48 Page 2 of 2 Ron Prichard I am interested in serving on the Economic Development Advisory Board because of my experience with Orange County during our recent plant expansion. I believe Orange County is working to reach out to businesses more than ever and working together we can improve communications and collaboration to make Orange County a destination for new and expanding businesses. I want other companies to see the positive side of Orange County that AKG has seen in the past year. STAFF COMMENTS: Applied for Economic Development Advisory Board 05/07/2012. This application was current on: 5/7/2012 11:58:01 AM Date Printed: 12/27/2013 49 Page 1 of 2 Margaret Samuels Volunteer Application Orange County Advisory Boards and Commissions Name: Ms. Margaret Samuels Name Called: Home Address: 107 Green Willow Court Chapel Hill NC 27514 Phone (Day): 919-699-4400 Phone (Evening): 919-699-4400 Phone (Cell): Email: msamuels @orangesmartstart.org Place of Employment: OE Enterprises Job Title: CEO/President Year of OC Residence: 2005 Township of Residence: Chapel Hill Zone of Residence: Does not apply Sex: Female Ethnic Background: Caucasian Community Activities/Organizational Memberships: Past Service on Orange County Advisory Boards: Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: Supplemental Questions: Work Experience: I currently serve as the Executive Director of Orange County Partnership for Young Children (OCPYC), the Smart Start and NC Pre K administrator in Orange County. Prior to my four years with OCPYC, I served as the Deputy Director of the Center for Child and Family Health and as a faculty member with Duke University Department of Psychiatry. My responsibilities included managing all aspects of the mental health clinic including budgeting, billing Medicaid and private insurance. My work at the Center focused on child health and mental health issues with a special emphasis on domestic violence. I worked with diverse families from both Durham and Orange Counties. My earlier work included special projects aimed at children and families exposed to violence at the Yale University School of Medicine Child Study Center in New Haven, CT. I also directed clinical programs at Safe Horizon, a mental health organization in New York, and assisted victims in the aftermath of 9/11. 1 worked internationally for many years administering and implementing programs. 50 Page 2 of 2 Margaret Samuels Volunteer Experience: I have been a member of the PTA for many years and have served as the PTA Council Representative on the School Health Advisory Council. Most recently I was elected PTA Council President for Chapel Hill Carrboro City schools for the 2011- 2012 year. Education: I have a Bachelors of Social Work from the University of South Florida and a Masters degree from New York University. I completed a fellowship at the University of New Mexico where I implemented programs in collaboration with the Native American community and Head Start. Other Comments: It would be an honor to serve on the Orange County Economic Development Advisory Board. As a both a resident and employer in Orange County, I am very interested in encouraging economic development in our community. I am impressed with the current work of the County Commissioners and staff involved in economic development and would appreciate the opportunity to collaborate and partner on this committee. My current work, funding organizations and small business in Orange County to provide child care and early childhood programs keeps me very in tune with the economic endeavors of our county. I feel my background will be a good fit and allow me to analyze and evaluate suitable actions. STAFF COMMENTS: Applied for Economic Development Advisory Board 05/07/2012. This application was current on: 2/26/2014 Date Printed: 9/4/2014 51 Page 1 of 2 Blaine William Schmidt Volunteer Application Orange County Advisory Boards and Commissions Name: Blaine William Schmidt Name Called: Home Address: 409 Creek Drive Chapel Hill NC 27514 Phone (Day): 919-448-8066 Phone (Evening): 919-448-8066 Phone (Cell): 704-425-8225 Email: ocncdbrd @extemporaneous.org Place of Employment: Cisco / Experis Job Title: Consultant Year of OC Residence: 2014 Township of Residence: Chapel Hill Zone of Residence: Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: None Past Service on Orange County Advisory Boards: None Boards/Commissions applied for: Equalization and Review Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Broad business and legal background (finances, processes), licensed NC attorney Reasons for wanting to serve on this board: Provide legal expertise toward ensuring accurate and standardized taxation on property Conflict of Interest: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Broad business and legal background (finances, processes), licensed NC attorney Reasons for wanting to serve on this board: Making permanent home in Orange County, want to contribute to business development Conflict of Interest: 52 Page 2 of 2 Blaine William Chapel Hill Planning Commission Background, education and experience relevant to this board: Broad business and legal background (finances, processes), licensed NC attorney Reasons for wanting to serve on this board: Having lived and schooled in Chapel Hill, interested in orderly growth of the community Conflict of Interest: Supplemental Questions: Equalization and Review Board (REQUIRES DISCLOSURE STATEMENT) Please list/explain your experience, either professionally and/or from other boards/commissions that you have in the areas of real estate, tax appraisal or real estate law. Educated and licensed as NC attorney, including real estate law In addition to the experience listed in the question above, please list the work/volunteer experience/qualifications that would add to your expertise for this board. Prior owner of NC businesses (bricks and mortar book store and IT consulting) What do you see as the responsibilities of this board, and what do you hope to accomplish if appointed? Duties are to review property taxation in Orange County; Goal is to contribute toward the accurate taxation Other Comments: This application was current on: 9/29/2014 2:49:45 PM Date Printed: 9/30/2014 53 Page 1 of 2 Tom Schopler Volunteer Application Orange County Advisory Boards and Commissions Name: Mr Tom Schopler Name Called: Home Address: 8220 Morrow Mill Rd Chapel Hill NC 27516 Phone (Day): 919-536-0190 Phone (Evening): 919-624-4905 Phone (Cell): 919-624-4905 Email: tchopler@gmail.com Place of Employment: Endeavour Fabrication Group, Inc. Job Title: President Year of OC Residence: 1964 Township of Residence: Bingham Zone of Residence: County Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: Member of Preserve Rural Orange board. Ultimate Frisbee Coach at East Chapel Hill High East Chapel Hill High Volunteer Past Service on Orange County Advisory Boards: N/A Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: My educational background includes a degree from NCSU in Electrical Engineering and an MBA from UNC. I have successfully owned and run my own company for the last 10 years. I previously worked at MCNC, which is a private not for profit started by the state of North Carolina as an incubator for the economic growth of technology in the RTP area. My entrepreneurial expertise as well as my understanding of economic development, makes me a perfect candidate for this board. Reasons for wanting to serve on this board: I am a long time resident of Orange County as well as a small business owner. I understand the balance between economic development and the people s desire to maintain status quot. I understand that economic development is necessary to generate tax revenue,which allows the government to provide services. As a resident of the county, I want to do my part to make sure our county remains one of the best in the state for its residents. Conflict of Interest: Supplemental Questions: 54 Page 2 of 2 Tom Schopler Other Comments: This application was current on: 1/20/2014 9:01:01 AM Date Printed: 1/21/2014 55 Page 1 of 3 Henry Sims Volunteer Application Orange County Advisory Boards and Commissions Name: Mr Henry Sims Name Called: Home Address: 5531 Ponderosa Dr Durham NC 27705 Phone (Day): 9197901900 Phone (Evening): 8285080163 Phone (Cell): 8285080163 Email: henrysims @hotmail.com Place of Employment: Enterprise Rent a Car Job Title: Branch Manager Year of OC Residence: 2008 Township of Residence: Eno Zone of Residence: County Sex: Male Ethnic Background: Caucasian Community Activities/Organizational Memberships: I managed the Enterprise office on Franklin St. for 2 years and coached baseball for HYAA. My wife and I are involved with the S.I.T at New Elementary. Past Service on Orange County Advisory Boards: none Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: I have worked retail sales and service in Orange County over the last 4 years and have been a resident for the last 5 years. I know and am aware of the hardships that normal working class people face every day. Reasons for wanting to serve on this board: I want to be on the Economic Development Advisory Board because I want to help bring good paying jobs to Orange County. Conflict of Interest: 56 Page 2 of 3 Henry Sims Durham Technical Community College Board of Trustees Background, education and experience relevant to this board: I want to be on this board because I know and live the difference between Chapel Hill and Orange County. I want to be able to help the rest of OC and I cannot think of any better way. Education is key and providing a way for residents to advance themselves, their education, and their lives is what I want to be a part of. Reasons for wanting to serve on this board: See above. Conflict of Interest: Orange County Planning Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: Reasons for wanting to serve on this board: Conflict of Interest: Supplemental Questions: Durham Technical Community College Board of Trustees What improvements do you believe can be made so that DTCC better serves the residents of Orange County? 3Nhat improvements do you believe can be made so that DTCC better serves the residents of Orange County? DTCC must offer programs that fits the hiring needs of the county and region. There needs to be more programs focused on vocational education and an emphasis put on marketing these options to the high schools and to the unemployed. Orange County Planning Board (REQUIRES DISCLOSURE STATEMENT) Please list the work/volunteer experience/qualifications that would add to your expertise for this board. I have managed 2 offices in OC over the last 3 years. I have become knowledgable with the way What unique perspective can you bring to the Orange County Planning Board? I live it day to day. I am the average working class person. What do you see as the responsibilities of this board, and what do you hope to accomplish if appointed? I have applied for 3 boards. I think that each board has an directive to advance the rights and lives of OC residents. What do you consider to be be the most important issues facing Orange County related to growth? Growth outside of Chapel Hill. Politics... Chapel Hill vs. greater OC. What role should the Planning Board take in guiding and regulating growth? The Planning Board should take into account Chapel Hill s needs vs greater OC. The majority can t trample on the minority. How would you, as a member of the Planning Board, contribute to the implementation of the Board of Commissioners' adopted Goals and Priorities? I would uses these Goals and Priorities as the guidelines for my decisions,. 57 Page 3 of 3 Henry Sims Other Comments: Summary Of Qualifications Ability to lead, train and maintain an enthusiastic, productive staff. Proven skills to seek out potential sales in new market areas. Strong analytical planning skills combined with the ability to coordinate the efforts of many to meet organizational goals. Self-motivated, productive and organized efficient work habits. Professional Experience Extensive experience in management, operations, customer service, employee development, sales, marketing, negotiating, and high-pressure situations. Experience Area Rental Manager Enterprise Rent a Cai2014-Present -Responsible for the financial success and growth of six Enterprise stores. Hired, trained, and developed area employees in sales and service moving employee retention from 59% to 73%. Managed the marketing efforts of each store resulting in 12% fleet growth. Conducted monthly goals and opportunity meetings with store managers resulting in 10% revenue growth. Managed and trained area employees in customer service yielding 7 point increase fiscal year to date. Managed and directed rental fleet logistics for area branches consisting of 900 units leading to 2% increase in utilization. Branch Manager Enterprise Rent a C82007-2014 -Responsible for the overall management, performance and profitability of the largest home city rental car branch in NC with annual revenues of nearly $4 million and a fleet of 340 rental units. Led efforts to reinvent office culture, which established new branch records for revenue, income, operating profit, customer satisfaction, and fleet growth. Managed the growth, development, and retention of 17 branch employees. Table Games Supervisor Harrah's Cherokee Casino 21000-2007 -Managed table games operations; assigned table games hosts and table limits to maximize forecasted demand. Trained and supervised dealers to ensure proper procedures of Gaming Rule. Tracked essential play to ensure compliance with Title 31. Managed personnel cost through employee scheduling and paid time off. Education Western Carolina University, Cullowhee, M08-2002 Bachelor of Science in Business Administration This application was current on: 6/5/2015 Date Printed: 8/3/2015 58 Page 1 of 2 Michelle Tartalio Volunteer Application Orange County Advisory Boards and Commissions Name: Michelle Tartalio Name Called: Home Address: 2007 Whitmore Circle Chapel Hill NC 27516 Phone (Day): 9194844918 Phone (Evening): 9198697210 Phone (Cell): 9179523826 Email: mtartalio @enlightresearch.com Place of Employment: Enlight Research, LLC Job Title: Co-Founder, Research Director Year of OC Residence: 2012 Township of Residence: Chapel Hill Zone of Residence: Sex: Female Ethnic Background: Caucasian Community Activities/Organizational Memberships: Board of Directors, Easter Seals UCP of NC & VA Chairman of the Board of Advisors for Enlight Research, LLC a start-up research business based in the Triangle area. Past Service on Orange County Advisory Boards: None Boards/Commissions applied for: Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT) Background, education and experience relevant to this board: I would consider myself a scout or an individual who has had success in identifying emerging areas for investment and opportunity. Although I am young, I have had a successful career working with Fortune 500 companies across the US and globally and have recently started a company in the community which is focused on improving strategy development and partnerships between boards and executives. I am looking for opportunities to put the skills I used for large for-profit businesses to work in the community. Reasons for wanting to serve on this board: I have recently started participating more in the community, particularly in my role with Easter Seals UCP of NC and VA and I have found giving back to the community to be extremely rewarding. Conflict of Interest: Supplemental Questions: 59 Page 2 of 2 Michelle Tartalio Other Comments: This application was current on: 11/12/2014 9:50:05 AM Date Printed: 11/13/2014