HomeMy WebLinkAboutAgenda- 06-05-2018 11-b - Economic Development Advisory Board - Appointments
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: June 5, 2018
Action Agenda
Item No. 11-b
SUBJECT: Economic Development Advisory Board - Appointments
DEPARTMENT: Board of Commissioners
ATTACHMENT(S):
Member Roster
Recommendations
Applications for Persons Recommended
Attendance Records
Applicant Interest List
Applications for Persons on the Interest
List
INFORMATION CONTACT:
Clerk’s Office, 919-245-2130
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 #1) “Non-Profit Agency” for Barbara Jessie-Black
expiring 06/30/2021.
• Reappointment to an additional term (Position #2) “Tourism” for Anthony Carey expiring
06/30/2021.
• Reappointment to an additional term (Position #5) “Agriculture” for James Watts expiring
06/30/2021.
• Appointment to a first full term (Position #7) “Core Business Community” for John Morris
expiring 06/30/2021.
• Reappointment to an additional term (Position #8) “Core Business Community” for John
Anderson expiring 06/30/2021.
• Extension Reappointment of one year (Position #10) “Core Business Community” for
Mark O’Neal expiring 06/30/2019. (Extension of a term, is at the BOCC discretion
provided for in the “ORANGE COUNTY BOARD OF COUNTY COMISSIONERS
ADVISORY BOARD POLICY, Section III, Item D6. REFER TO RECOMMENDATION
MEMO).
POSITION NO. NAME SPECIAL REPRESENTATIVE EXPIRATION DATE
1 Barbara Jessie-Black Non-Profit Agency 06/30/2021
2 Anthony Carey Tourism 06/30/2021
5 James Watts Agriculture 06/30/2021
7 John Morris Core Business Community 06/30/2021
8 John Anderson Core Business Community 06/30/2021
10 Mark O’Neal Core Business Community 06/30/2019
1
(Extension of term for one
additional year)
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)
Contact Person:Steve Brantley
Contact Phone:919-245-2325
Meeting Times:8:00 am second Monday every other month
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.
Positions:10
Terms:2
Meeting Place:Rotating Length:3 years
Race:African American
Delores Bailey
109 N Graham Street
Chapel Hill NC 27516
919-967-8779
919-357-2700
919-967-0710
delores.bailey@gmail.com
Day Phone:
Evening Phone:
FAX:
E-mail:
Sex:Female
Township:Chapel Hill
Resid/Spec Req:
Current Appointment:05/16/2015
Expiration:06/30/2018
Number of Terms:2
1
First Appointed:05/15/2012
Special Repr:Non-Profit Agency
Race:white
Anthony Carey
1152 Newberry Dr.
Mebane NC 27302
919-929-4000
919-218-5918
919-968-8527
acarey@sienahotel.com
Day Phone:
Evening Phone:
FAX:
E-mail:
Sex:Male
Township:Alamance County
Resid/Spec Req:
Current Appointment:03/21/2017
Expiration:06/30/2018
Number of Terms:
2
First Appointed:03/21/2017
Special Repr:Tourism
Race:white
Jim Kitchen
133 1/2 East Franklin Street
Chapel Hill NC 27514
919-801-5230
jim@jimkitchen.org
Day Phone:
Evening Phone:
FAX:
E-mail:
Sex:Male
Township:Chapel Hill
Resid/Spec Req:
Current Appointment:05/17/2016
Expiration:06/30/2019
Number of Terms:2
3
First Appointed:05/15/2012
Special Repr:UNC at Chapel Hill
Chair
Race:African American
Sharon Hill
301 Laurens Way
Chapel Hill NC 27516
7024295099
9199298920
sharon@sharonhillinternational.com
Day Phone:
Evening Phone:
FAX:
E-mail:
Sex:Female
Township:Chapel Hill
Resid/Spec Req:
Current Appointment:05/16/2017
Expiration:06/30/2020
Number of Terms:1
4
First Appointed:03/21/2017
Special Repr:Entrepreneur
Race:white
James Watts
4321 Hope Valley Dr.
Hillsborough NC 27278
919-265-8480
919-672-5838
james@weaverstreetmarket.coop
Day Phone:
Evening Phone:
FAX:
E-mail:
Sex:Male
Township:Chapel Hill
Resid/Spec Req:
Current Appointment:10/20/2015
Expiration:06/30/2018
Number of Terms:1
5
First Appointed:10/20/2015
Special Repr:Agriculture
Wednesday, May 30, 2018 Page 1
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Board and Commission Members
And Vacant Positions
Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT)
Contact Person:Steve Brantley
Contact Phone:919-245-2325
Meeting Times:8:00 am second Monday every other month
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.
Positions:10
Terms:2
Meeting Place:Rotating Length:3 years
Race:white
Paige Zinn
306 Rossburn Way
Chapel HIll NC 27516
919-929-0225
919-932-4802
919-968-8278
pzinn@jenningsco.com
Day Phone:
Evening Phone:
FAX:
E-mail:
Sex:Female
Township:Chapel Hill
Resid/Spec Req:
Current Appointment:05/16/2017
Expiration:06/30/2020
Number of Terms:2
6
First Appointed:01/22/2015
Special Repr:Core Business Community
Vice-Chair
Race:white
Donald Bryan Jr.
Chapel Hill NC 27516
400 Market Street
Suite 115
919-880-1478
919-880-1478
919-869-2702
drb@bpropnc.com
Day Phone:
Evening Phone:
FAX:
E-mail:
Sex:Male
Township:Chapel Hill
Resid/Spec Req:
Current Appointment:05/16/2017
Expiration:06/30/2018
Number of Terms:2
7
First Appointed:06/19/2012
Special Repr:Core Business Community
EXTENDED TERM
Race:white
John Anderson
113 Hogan Woods Circle
Chapel Hill NC 27516
919-918-4832
919-918-4851
919-918-4851
john.anderson@wellsfargo.com
Day Phone:
Evening Phone:
FAX:
E-mail:
Sex:Male
Township:Chapel Hill
Resid/Spec Req:
Current Appointment:04/19/2016
Expiration:06/30/2018
Number of Terms:1
8
First Appointed:04/19/2016
Special Repr:Core Business Community
Race:white
Keith Coleman
1624 Riverside Drive Dr.
Hillsborough NC 27278
9197322171
9192181853
coleman.rk@gmail.com
Day Phone:
Evening Phone:
FAX:
E-mail:
Sex:Male
Township:Hillsborough
Resid/Spec Req:
Current Appointment:03/21/2017
Expiration:06/30/2019
Number of Terms:1
9
First Appointed:03/21/2017
Special Repr:Core Business Community
Race:white
Mark N. O'Neal
3004 Stepping Stone Lane
Durham NC 27705
919-493-0395
919-815-8303
919-493-1523
marko@pickett-sprouse.com
Day Phone:
Evening Phone:
FAX:
E-mail:
Sex:Male
Township:Eno
Resid/Spec Req:
Current Appointment:10/20/2015
Expiration:06/30/2018
Number of Terms:2
10
First Appointed:05/15/2012
Special Repr:Core Business Community
Secretary
Wednesday, May 30, 2018 Page 2
4
5
ORANGE COUNTY
NORTH CAROLINA
ECONOMIC DEVELOPMENT ADVISORY BOARD
May 17, 2018
To the Orange County Board of Commissioners:
On behalf of Jim Kitchen, Chair of the Orange County Economic Advisory Board, I am
requesting the Board of Commissioners to review and consider taking the following actions with
several advisory board members' term renewals, an extension and new appointments. BOCC
approval of the advisory group's recommendations will enable Economic Development's
advisory board to maintain its full level of 10 total appointees, as follows:
(1) Reappoint three (3) current members, who have reached the end of their initial
term's appointment, to a new 3 -year term. These individuals have agreed to continue serving
if reappointed, and have had an active role in advising the Board of County Commissioners, the
Orange County Manager's Office and the Orange County Economic Development office with
the ongoing consultant SWOT Analysis of the three economic development districts (EDDs) and
CITAN nodes. Their continued board service is important to assisting the County with the
SWOT analysis recommendations.
• Mr. James Watts (Operations & Merchandizing Manager at Weaver Street Market),
who fills the advisory board's agriculture /food systems position. He is also member of
the Economic Development Department's sub - committee that reviews applications with
the Orange County Agriculture Grant program.
Mr. John Anderson (Senior Relationship Manager with Wells Fargo Bank), who fills
one of the advisory board's core business sector positions. He is also a member of the
Economic Development Department's sub - committee that reviews applications for the
Orange County Small Business Loan program.
Mr. Anthony Carey (General Manager at the Siena Hotel) who fills the advisory board's
hotel /restaurant & tourism position. He also serves as the Economic Development
Department's designated liaison with the Chapel Hill /Orange County Visitor's Bureau's
advisory board.
L
(2) Reappoint one (1) current member who has completed his eligible terms, to a final
12 -month extension, as permitted by the advisory board's guidelines. This individual has
agreed to continue serving if reappointed, and has had an active role in advising the Board of
County Commissioners, the Orange County Manager's Office and the Orange County Economic
Development office with the ongoing consultant SWOT Analysis of the three economic
development districts (EDDs) and CITAN nodes. His continued board service is important to
assisting the County with the SWOT analysis recommendations.
Mr. Mark O'Neal (commercial broker with Pickett - Sprouse Real Estate) who fills one
of the advisory board's core business sector positions. He is also a member of the
Economic Development Department's sub - committee that reviews applications for the
Orange County Small Business Investment Grant program.
(3) Appoint two (2) new members to initial terms beginning on 7/1/18.
This action will replace outgoing members in order to fill two recent vacancies.
• Ms. Barbara Jessie -Black (Executive Director of the PTA Thrift Shop), who is
recommended to fill the advisory board's vacant non - profit sector position.
• Mr. John Morris (Owner & President of Morris Commercial), who is recommended to
fill one of the advisory board's vacant core business sector positions.
Thank you for your considerations of these recommended advisory board actions.
Sincerely,
Steve Brantley
Director, Orange County Economic evelopment
131 W. Margaret Lane, Hillsborough, NC 27278 • (919) 245 -2325 • www.orangecountync.gov
Volunteer Application
Orange County Advisory Boards and Commissions
Barbara Jessie-Black Page 1 of 2
Home Address:125 West Main Street, Ste. 100
Township of Residence: Chapel Hill
Zone of Residence:
Ethnic Background:African American
Sex:Female
Phone (Day):919-942-6565
Phone (Evening):919-270-9253
Phone (Cell):919-360-4008
Email:execdirector@ptathriftshop.org
Name:Ms. Barbara Jessie-Black
Boards/Commissions applied for:
Carrboro NC 27510
Place of Employment: PTA Thrift Shop, Inc.
Job Title:Executive Director
Name Called:
Year of OC Residence:1952
Community Activities/Organizational Memberships:
Chapel Hill Carrboro Chamber of Commerce Finance Committee Member
NC Center for Nonprofits Board Member (Outgoing Chair)
Piedmont Health Services Board Member
Piedmont Health Services Community Relations Committee Member
UNC Healthcare Board Member
UNC Healthcare Finance Committee Member
One Voice Institute of Business and Entrepreneurship Board Member
Carrboro Business Alliance Leadership Team Member
Past Service on Orange County Advisory Boards:
None
Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT)
Background, education and experience relevant to this board:
Education: MBA
As Executive Director of the PTA Thrift Shop I recently completed a large capital expansion with
direct long-term economic implications for not only the town of Carrboro but also the greater
Orange County by supporting our nonprofits partners which provide services throughout the
county. Additionally, working with under-resourced populations either through the community
members we employ or with those who receive services from us through the variety of
partnerships we ve created over the years, helps me to be keenly aware of the intersectionality
of economic development and social justice, and how both components are important in the
decision-making process related to short-term and long-term economic outcomes for Orange
County. Lastly, my work with the Chamber and other high-impact community organizations
allows me the opportunity to see Orange County from several perspectives and hopefully bring
those perspectives to the OC Economic Development Advisory Board.
7
Page 2 of 2 Barbara Jessie-Black
Other Comments:
This application was current on:5/16/2018 10:39:31 AM Date Printed:5/16/2018
Supplemental Questions:
Boards/Commissions appointments:
Reasons for wanting to serve on this board:
As I continue my work with the PTA Thrift Shop and other partnering organizations, both
nonprofit and for-profit, it is clear that the intersectionality of economic development and social
justice cannot and should not be ignored in the decision-making process of how the community
s economic development initiatives impact under-resourced populations. It is my desire to be a
part of that conversation.
Conflict of Interest:
8
Volunteer Application
Orange County Advisory Boards and Commissions
Anthony Carey Page 1 of 2
Home Address:1152 Newberry Dr.
Township of Residence: Alamance Count
Zone of Residence:Alamance County
Ethnic Background:Caucasian
Sex:Male
Phone (Day):919-929-4000
Phone (Evening):919-218-5918
Phone (Cell):
Email:acarey@sienahotel.com
Name: Anthony Carey
Boards/Commissions applied for:
Work Experience: 17 plus years in the hospitality industry; from Bellmen - General
Manager. Five years in the retail industry.
Mebane NC 27302
Place of Employment: The Siena Hotel
Job Title:General Manager
Name Called:
Year of OC Residence:1972
Community Activities/Organizational Memberships:
Triangle Area Hotel and Motel Association-Past President. Chapel Hill Chamber of
Commerce member. Past Chair of the Orange County Visitor s Bureau. General
Managers Advisory Council for Marriott International.
Past Service on Orange County Advisory Boards:
Orange County Visitor s Bureau (past). Bicycle Safety Task Force (Present).
Supplemental Questions:
Boards/Commissions appointments:
Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT)
Background, education and experience relevant to this board:
I have worked in Chapel Hill for the past 30 years. Primarily in the Hospitality industry. I grew up
in Chapel Hill and have ether worked or lived in Orange County since 1972.
Reasons for wanting to serve on this board:
I am very proud of Orange County and I m excited to assist in continuing to make Orange county
the best place to live work and play that it can be.
Conflict of Interest:
9
Page 2 of 2 Anthony Carey
Education: Cornell University On-line Hospitality Management 2000-2005
Volunteer Experience: I have worked and volunteered with many non-profits in the
Triangle area; Cornucopia House, Orange County Rape Crisis, Inter-Faith Council, Flight
of Hope, and Business in Education partnership with Chapel Hill- Carrboro and Orange
County Schools. Over the past three years I have served on the Board of Directors for
the Chapel Hill-Carrboro Chamber of Commerce. I am currently the Vice-Chair for the
foundation for a Sustainable Community, and in coming Chair for 2010.
Other Comments:
I grew up in Chapel Hill, and I love marketing the town and county I have spent my life
enjoying. STAFF COMMENTS: Originally applied for Chapel Hill/Orange County Visitors
Bureau 10/6/09. ADDRESS VERIFICATION: 1152 Newberry Dr., Mebane is Alamance
County. MAY BE ELIGIBLE FOR LODGING POSITION.
This application was current on:10/6/2009 5:15:03 PM Date Printed:2/16/2017
10
Volunteer Application
Orange County Advisory Boards and Commissions
James Watts Page 1 of 2
Home Address:4321 Hope Valley Dr.
Township of Residence: Chapel Hill
Zone of Residence:
Ethnic Background:Caucasian
Sex:Male
Phone (Day):919-265-8480
Phone (Evening):919-672-5838
Phone (Cell):919-672-5838
Email:james@weaverstreetmarket.coop
Name:Mr. James Watts
Boards/Commissions applied for:
Hillsborough NC 27278
Place of Employment: Weaver Street Market
Job Title:Merchandising Manager
Name Called:
Year of OC Residence:1999
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
Supplemental Questions:
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:
11
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
12
Volunteer Application
Orange County Advisory Boards and Commissions
John Morris Page 1 of 2
Home Address:194 Finley Golf Course Road
Township of Residence: Chapel Hill
Zone of Residence:
Ethnic Background:white
Sex:Male
Phone (Day):9199421141
Phone (Evening):919-417-2492
Phone (Cell):919-417-2492
Email:jmorris@morriscommercial.com
Name:Mr John Morris
Boards/Commissions applied for:
Chapel Hill NC 27517
Place of Employment: Morris Commercial,Inc.
Job Title:Owner - President
Name Called:
Year of OC Residence:1965
Community Activities/Organizational Memberships:
SECU Family House at UNC Hospitals - Campaign Steering Committee, NC Childrens
Home Society - Society and Foundation Board Member , Wells Fargo - Orange County
Advisory Board , UNC General Alumni Assoc - Life Member, Charles House Adult
Daycare - Advisory Board Member, UNC Educational Foundation Member, 50 Group
Member
Past Service on Orange County Advisory Boards:
None
Supplemental Questions:
Boards/Commissions appointments:
Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT)
Background, education and experience relevant to this board:
I have been engaged in Orange County as a real estate professional since 1974 and devoted to
commercial-investment real estate since 1984. Our firm has been responsible for various office
and retail developments as well as being responsible for numerous leasing and brokerage
transactions in Orange County
Reasons for wanting to serve on this board:
I have spent my entire business career in Orange County and would like to participate in the
overview of Economic Development issues in our County
Conflict of Interest:
13
Page 2 of 2 John Morris
Other Comments:
This application was current on:5/16/2018 11:02:08 AM Date Printed:5/16/2018
14
15
16
Volunteer Application
Orange County Advisory Boards and Commissions
Mark N. O'Neal Page 1 of 2
Home Address:3004 Stepping Stone Lane
Township of Residence: Eno
Zone of Residence:
Ethnic Background:Caucasian
Sex:Male
Phone (Day):919-493-0395
Phone (Evening):919-815-8303
Phone (Cell):
Email:marko@pickett-sprouse.com
Name:Mr. Mark N. O'Neal
Boards/Commissions applied for:
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.
Durham NC 27705
Education: BA - Economics - Liberal Arts, Wittenberg University; MBA - Finance - Wake
Forest University
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.
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.
Place of Employment: Pickett-Sprouse Real Estate
Job Title:Real Estate Broker
Name Called:
Year of OC Residence:1960
Community Activities/Organizational Memberships:
Past Service on Orange County Advisory Boards:
Supplemental Questions:
17
Page 2 of 2 Mark N. O'Neal
This application was current on:5/6/2012 Date Printed:1/6/2014
18
BOCC Attendance Report For Advisory Boards
Economic Development Advisory Board
Apr / 2017 – Apr / 2018
Member Appointed Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
James Watts 10/20/2015 A P A P P
John Anderson 04/19/2016 P P A P P
Anthony Carey 03/21/2017 P A P P P
Mark O’Neal 05/15/2012 P P P P P
P: Attended A: Absent E: Excused
Current through – 04/30/2018
19
Applicant Interest Listing by Board Name and by Applicant Name
Economic Development Advisory Board (REQUIRES Contact Person:Steve Brantley
Contact Phone:919-245-2325
Race:white
Pegi Brady
100 N. Elliott Road
Chapel Hill NC 27514
919-918-7033
919-819-2905
919-819-2905
mbrady@bbandt.com
Day Phone:
Evening Phone:
Cell Phone:
E-mail:
Sex:Female
Township:Chapel Hill
Date Applied:03/08/2017
.
Res. Eligibility:
Also Serves On:Skills:
Race:white
Duane Aaron Butner
331 Botan Way
Hillsborough NC 27278
8643610893
8643610893
8643610893
aaronbutner@gmail.com
Day Phone:
Evening Phone:
Cell Phone:
E-mail:
Sex:Male
Township:Hillsborough
Date Applied:05/08/2018
Res. Eligibility:Hillsborough Twnshp -
Also Serves On:Skills:
Race:white
David Gephart
1401 Poplar Lane
Hillsborough NC 27278
919-732-6464
919-732-9886
919-656-7104
dave.gephart@halo.com
Day Phone:
Evening Phone:
Cell Phone:
E-mail:
Sex:Male
Township:Eno
Date Applied:05/08/2018
Res. Eligibility:County
Also Serves On:Skills:Sales Management
Race:African American
Barbara Jessie-Black
125 West Main Street, Ste. 100
Carrboro NC 27510
919-942-6565
919-270-9253
919-360-4008
execdirector@ptathriftshop.org
Day Phone:
Evening Phone:
Cell Phone:
E-mail:
Sex:Female
Township:Chapel Hill
Date Applied:05/16/2018
Ms.
Res. Eligibility:Carrboro City Limits
Also Serves On:Skills:
Race:white
Daniel Lassiter
180 BPW Club Rd apt b7
carrboro NC 27510
2523405243
2523405243
2523405243
galuf84@gmail.com
Day Phone:
Evening Phone:
Cell Phone:
E-mail:
Sex:Male
Township:Chapel Hill
Date Applied:05/09/2018
Res. Eligibility:Carrboro City Limits
Also Serves On:Skills:
Friday, May 18, 2018 Page 1 of 2
20
Applicant Interest Listing by Board Name and by Applicant Name
Economic Development Advisory Board (REQUIRES Contact Person:Steve Brantley
Contact Phone:919-245-2325
Race:white
Emily Mixon
1204 Drew Hill Ln
Chapel Hill NC 27514
8436705521
8436705521
8436705521
emilykaidon@gmail.com
Day Phone:
Evening Phone:
Cell Phone:
E-mail:
Sex:Female
Township:Chapel Hill
Date Applied:04/17/2018
Res. Eligibility:C.H. City Limits
Also Serves On:Commission for the EnvironmentSkills:
Race:white
John Morris
194 Finley Golf Course Road
Chapel Hill NC 27517
9199421141
919-417-2492
919-417-2492
jmorris@morriscommercial.com
Day Phone:
Evening Phone:
Cell Phone:
E-mail:
Sex:Male
Township:Chapel Hill
Date Applied:05/16/2018
Mr
Res. Eligibility:
Also Serves On:Skills:
Race:white
Blaine Schmidt
409 Perry Creek Drive
Chapel Hill NC 27514
704-425-8225
704-425-8225
704-425-8225
ocncdbrd@extemporaneous.org
Day Phone:
Evening Phone:
Cell Phone:
E-mail:
Sex:Male
Township:Chapel Hill
Date Applied:05/08/2018
Res. Eligibility:C.H. City Limits
Also Serves On:Board of Equalization and Review (REQUIRES DISCLSkills:
Race:white
Michelle Tartalio
2007 Whitmore Circle
Chapel Hill NC 27516
9194844918
9198697210
9179523826
mtartalio@enlightresearch.com
Day Phone:
Evening Phone:
Cell Phone:
E-mail:
Sex:Female
Township:Chapel Hill
Date Applied:02/22/2017
Res. Eligibility:Carrboro City Limits
Also Serves On:Skills:
Race:white
Sarah Williams
600 S. Churton St, Apt. 126
Hillsborough NC 27278
336-278-5106
843-592-0516
843-592-0516
skandrews12@gmail.com
Day Phone:
Evening Phone:
Cell Phone:
E-mail:
Sex:Female
Township:Hillsborough
Date Applied:04/12/2017
Res. Eligibility:Hillsborough ETJ
Also Serves On:Skills:
Friday, May 18, 2018 Page 2 of 2
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Volunteer Application
Orange County Advisory Boards and Commissions
Pegi Brady Page 1 of 2
Home Address:100 N. Elliott Road
Township of Residence: Chapel Hill
Zone of Residence:
Ethnic Background:white
Sex:Female
Phone (Day):919-918-7033
Phone (Evening):919-819-2905
Phone (Cell):919-819-2905
Email:mbrady@bbandt.com
Name:. Pegi Brady
Boards/Commissions applied for:
Chapel Hill NC 27514
Place of Employment: BB&T Chapel Hill
Job Title:Market President
Name Called:
Year of OC Residence:0000
Community Activities/Organizational Memberships:
I live in Durham at 4708 Knight s Arm Dr. 27707 (off Farrington Rd.) but I have worked at
BB&T in Chapel Hill since 2003. I am currently the treasurer of the Galloway Ridge
Board in Pittsboro, NC and am a member of the East Chapel Hill Rotary Club and The
Chapel Hill Carrboro Chamber of Commerce.
Past Service on Orange County Advisory Boards:
N/A
Supplemental Questions:
Boards/Commissions appointments:
Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT)
Background, education and experience relevant to this board:
I have been a commercial banker in the Chapel Hill and Orange County market since 2003 and
work primarily with a variety of small and medium size businesses in the county. In my role as a
commercial banker, I am often called upon for my advice on the feasibility of projects my clients
are considering. I support economic development in Orange County and have developed an
understanding of the factors that are key to business success.
Reasons for wanting to serve on this board:
I was asked to consider the Economic Development Advisory Board and due to my interest and
experience, I believe I would add value to the Board.
Conflict of Interest:
22
Page 2 of 2 Pegi Brady
Other Comments:
This application was current on:3/8/2017 5:59:42 PM Date Printed:5/8/2018
23
Volunteer Application
Orange County Advisory Boards and Commissions
Duane Aaron Butner Page 1 of 2
Home Address:331 Botan Way
Township of Residence: Hillsborough
Zone of Residence:Hillsborough Twnshp - In City Limits
Ethnic Background:white
Sex:Male
Phone (Day):8643610893
Phone (Evening):8643610893
Phone (Cell):8643610893
Email:aaronbutner@gmail.com
Name: Duane Aaron Butner
Boards/Commissions applied for:
Hillsborough NC 27278
Place of Employment: BB&T - Chapel Hill
Job Title:Vice President - Small Business Market Leader
Name Called:
Year of OC Residence:2015
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
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 bachelor s 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
24
Page 2 of 2 Duane Aaron Butner
Other Comments:
This application was current on:5/8/2018 Date Printed:5/18/2018
Supplemental Questions:
Boards/Commissions appointments:
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:
25
Volunteer Application
Orange County Advisory Boards and Commissions
David Gephart Page 1 of 2
Home Address:1401 Poplar Lane
Township of Residence: Eno
Zone of Residence:County
Ethnic Background:white
Sex:Male
Phone (Day):919-732-6464
Phone (Evening):919-732-9886
Phone (Cell):919-656-7104
Email:dave.gephart@halo.com
Name: David Gephart
Boards/Commissions applied for:
Hillsborough NC 27278
Place of Employment: HALO Branded Solutions
Job Title:National Account Manager
Name Called:
Year of OC Residence:1970
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 Visitor s Bureau Orange County Energy
Board
Supplemental Questions:
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:
26
Page 2 of 2 David Gephart
Work Experience: I am a senior sales and marketing professional
Education: UNC-CH BSBA
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.)
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:5/8/2018 Date Printed:5/8/2018
Boards/Commissions appointments:
27
Page 1 of 2
Volunteer Application
Daniel Lassiter
Orange County Advisory Boards and Commissions
Name: Daniel Lassiter
Name Called:
Home Address: 180 BPW Club Rd apt b7
carrboro NC 27510
Phone (Day): 2523405243
Phone (Evening): 2523405243
Phone (Cell): 2523405243
Email: galuf84@gmail.com
Place of Employment: Durham Board of Elections
Job Title: Deputy Director
Year of OC Residence: 2016
Township of Residence: Chapel Hill
Zone of Residence: Carrboro City Limits
Sex: Male
Ethnic Background: Caucasian
Community Activities/Organizational Memberships:
I just moved to Orange County but I have been active in local government for over 8
years. I have a MPA with a concentration in local government.
Past Service on Orange County Advisory Boards:
Affordable Housing Advisory Board
Economic Development Advisory Board
Boards/Commissions applied for:
Affordable Housing Advisory Board
Background, education and experience relevant to this board:
I have an MPA and I have studied in detail socioeconomic issues facing local governments.
Reasons for wanting to serve on this board:
I believe that affordable housing is paramount to providing a diverse community. I think Orange
County could be a leader in promoting affordable housing in the Triangle without sacrificing
quality of living.
Conflict of Interest:
28
Page 2 of 2 Daniel Lassiter
Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT)
Background, education and experience relevant to this board:
I have an MPA with a concentration in local government so I understand the importance of
economic development.
Reasons for wanting to serve on this board:
I would like to learn more about local government from a different area than what I currently
work with. As a deputy director in Elections, I don t get to participate in other areas of local
governm ent as much as I would like.
Conflict of Interest:
Supplemental Questions:
Boards/Commissions appointments:
Other Comments:
This application was current on: 05/09/2018 10:26:24 AM
Date Printed:
05/09/201
8
29
Page 1 of 2
Volunteer Application
Emily Mixon
Orange County Advisory Boards and Commissions
Name: Emily Mixon
Name Called:
Home Address: 1204 Drew Hill Ln
Chapel Hill NC 27514
Phone (Day): 8436705521
Phone (Evening): 8436705521
Phone (Cell): 8436705521
Email: emilykaidon@gmail.com
Place of Employment: Blue Cross Blue Shield of NC
Job Title: Information Security Analyst
Year of OC Residence: 2016
Township of Residence: Chapel Hill
Zone of Residence: C.H. City Limits
Sex: Female
Ethnic Background: Caucasian
Community Activities/Organizational Memberships:
Infragard
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 education background is in Genetics and business (accounting). I have worked in various
business sectors including manufacturing, healthcare and information technology and I believe
that I can offer a well informed outsider s view.
Reasons for wanting to serve on this board:
I would like to serve on the board because I would love the opportunity to serve my community.
Conflict of Interest:
Commission for the Environment
Background, education and experience relevant to this board:
I graduated from Clemson University in 2007 with a Genetics Degree. During that time I worked
heavily with genetically modifying plants to m ore efficiently produce biodiesel with little to no
chemical runoff.
Reasons for wanting to serve on this board:
I am very passionate about about about the land preservation, air toxins, and climate change as
well as governm ent. I believe that serving on this board will enable me to direct my passions for
good in my community.
Conflict of Interest:
30
Page 2 of 2 Emily Mixon
Central Community Board
Background, education and experience relevant to this board:
My education background is in Genetics and business (accounting). I have worked in various
business sectors including manufacturing, healthcare and information technology and I believe
that I can offer a well informed outsider s view.
Reasons for wanting to serve on this board:
I would like to serve on the board because I would love the opportunity to serve my community.
Conflict of Interest:
Supplemental Questions:
Boards/Commissions appointments:
Other Comments:
This application was current on: 04/17/2018 4:11:41 PM
Date Printed: 04/17/2018
31
Volunteer Application
Orange County Advisory Boards and Commissions
Blaine Schmidt Page 1 of 2
Home Address:409 Perry Creek Drive
Township of Residence: Chapel Hill
Zone of Residence:C.H. City Limits
Ethnic Background:white
Sex:Male
Phone (Day):704-425-8225
Phone (Evening):704-425-8225
Phone (Cell):704-425-8225
Email:ocncdbrd@extemporaneous.org
Name: Blaine Schmidt
Boards/Commissions applied for:
Chapel Hill NC 27514
Place of Employment: Cisco Systems, Inc.
Job Title:Security Engineer
Name Called:
Year of OC Residence:2014
Community Activities/Organizational Memberships:
Alternate on the Orange County Board of Equalization and Review
Past Service on Orange County Advisory Boards:
Alternate for the Orange County Board of Equalization and Review
Supplemental Questions:
Boards/Commissions appointments:
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:
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:
32
Page 2 of 2 Blaine Schmidt
Other Comments:
This application was current on:5/8/2018 Date Printed:5/8/2018
Board of Equalization and Review (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:
Application Date:9/29/2014
Board of Equalization and Review (REQUIRES DISCLOSURE STATEMENT)
Background, education and experience relevant to this board:
Broad business and legal background (finances, processes), licensed NC attorney, real property
owner
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:
Application Date:3/1/2017
33
Page 1 of 2
Volunteer Application
Michelle Tartalio
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: Carrboro City Limits
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 investm ent 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
com pany in the comm unity 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 m ore in the comm unity, particularly in my role with Easter
Seals UCP of NC and VA and I have found giving back to the community to be extrem ely
rewarding.
Conflict of Interest:
Supplemental Questions:
34
Page 2 of 2 Michelle Tartalio
Other Comments:
This application was current on: 02/22/2017
Date Printed:
2/22/2017
35
Volunteer Application
Orange County Advisory Boards and Commissions
Sarah Williams Page 1 of 2
Home Address:600 S. Churton St, Apt. 126
Township of Residence: Hillsborough
Zone of Residence:Hillsborough ETJ
Ethnic Background:white
Sex:Female
Phone (Day):336-278-5106
Phone (Evening):843-592-0516
Phone (Cell):843-592-0516
Email:skandrews12@gmail.com
Name: Sarah Williams
Boards/Commissions applied for:
Hillsborough NC 27278
Place of Employment: Elon University
Job Title:Program Coordinator for Center for Engaged Learn
Name Called:
Year of OC Residence:2015
Community Activities/Organizational Memberships:
member of Resurrection church, frequent visitor of local parks, increasing involvement in
Orange County Democratic Women and Habitat for Humanity.
Past Service on Orange County Advisory Boards:
none
Affordable Housing Advisory Board
Background, education and experience relevant to this board:
Lived experience - I have lived in Hillsborough apartments with increasing rent and am currently
house hunting in the area (without much luck)
Education - I ve studied Community Development (my masters is from Vanderbilt s Peabody
College in Community Development and Action) so I have an interest in and knowledge of the
built environment, community building, some urban planning, etc.
Reasons for wanting to serve on this board:
I am frustrated by the ambiguous fair market value used as the reason to raise rent AND by the
lack of affordable entry-level housing for first-time homeowners so I have a very strong lived
experience to bring to this board. In addition, I feel l could represent young professionals and
first time homebuyers looking to live in the area that face moving to Durham, Mebane, etc. if
Hillsborough doesn t cultivate affordable housing.
Conflict of Interest:
36
Page 2 of 2 Sarah Williams
Other Comments:
This application was current on:4/12/2017 8:58:25 PM Date Printed:12/1/2017
Supplemental Questions:
Boards/Commissions appointments:
Board of Social Services
Background, education and experience relevant to this board:
I ve worked in a variety of nonprofits and have a masters degree in community work. I have
worked with organizations in the following issue areas: foster care, women s center, community
health, education, arts, United Way and others
I ve studied social services, non-profits, community support, human development, etc. that I feel
would provide a strong background for social service support.
Reasons for wanting to serve on this board:
I have an interest in better understanding the social service needs, resources and organizations
in our county. I feel like this board would expose me to that and allow me to intervene to provide
stronger social support to our community.
Conflict of Interest:
Economic Development Advisory Board (REQUIRES DISCLOSURE STATEMENT)
Background, education and experience relevant to this board:
Again, I ve worked in nonprofits and studied community development which I believe would
prepare me with a good foundation to support this board. In addition, I am the daughter of a
small business owner and from a small town that supported local business so I have lived
experience in this category as well.
Reasons for wanting to serve on this board:
I ve read a lot on economic inequality and economic development. I have an interest in
supporting small-town revival in our nation and I believe one way to keep small-town living a
viable option is to ensure that charming small towns like Hillsborough nurture their economic
development and opportunity for residents to keep making money and providing taxes to support
social services and growth for the towns. i would love to be a part of that process for our own
community.
Conflict of Interest:
37