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08-30-1993 " . ""', ,', " I I . Agenda/C 8-30-93 IJ/<t . ,<.. ~,,:' :; . 0'",,,,.,:,,,, . ,-~ ,..,.-. . .. ,,-,!-,,', AGENDA Community Redevelopment Agency August 30, 1993 I. Call to order II. Approval of Minutes III. Unfinished Business a) sale of CRA property in conjunction with Sun Bank (Atrium) Building b) Executive Director Search c) CDC Status IV. New Business V. Executive Director Verbal Reports VI. Other Trustee Business VII. Adjournment , . :".1 '., " ~' "~' ~ ~.. ;' ;'; ~. 1\ ';t~, ;'1 ,- (.,~' ~, l' ~ ;t~ l; B " t ~ , , .' l ~ if " \, ,. ~ :: ;.,,' ~ I ~ , I' ., , .. ~ I ( . r . t I t , l\l ~. Draft #4 August 19, 1993 OUTLINE OF MEMORANDUM OF UNDERSTANDING The following is subject to review by bond/tax counsel in view of the March 8, 1993, IRS ruling regarding the "safe harbor" rule: 1. SUN BANK/ATRIUM BUILDING: The Buyerl will purchase the building and the top two floors of the parking garage and air space above for $6,900,000, "as is," cash at closing, all closing costs to be paid by Buyer, This conveyance will include the right to cover the fourth floor fadditional air Epaao may be roquired], the right to construct a security gate at the beqinning of the access ramp to the third floor, the right to construct a security entry or ga te at the entry to the elevated pedestrian walkway over Park Street, an easement to permit the continued maintenance of the walkway over Park Street, and an assignment of the amount held in escrow by Maria Real Estate for the repair of the pedestrian walkway. ~\oint use easement aqreement will be prepared for the Buyer's and Seller's ioint use, maintenance and operation of the qaraqe, 2 , BILGORE TRACT: The Seller2 will make available 150 parkinq spaces for lease to the Buyer on the Bilgore tract for $20/space/month for a term commencinq upon the completion of the construction of the parking spaces and ending on the fifth anniversary of the closing on the Sun Bank/Atrium buildinq of 5 yearc r r"€ffiewablc for t,'lO suaocccive 5 year termc, Parking lot improvements (at least 150 spaces) to be constructed by, and at cost to, the Seller within 120 days, weather permittinq, following notice bv the Buyer to the Seller, which notice may be qiven at any time after the closinq on the Sun Bank/Atrium buildinq but not later than Parkinq spaces in excess of the ISO-space minimum may be made available to the public by the Seller. Buyer &~-&ellcr may terminate the Bilqore tract parkinq spaces lease if a substitute and go to al tcrnato ground-level parking area havino a comparable number of parkinq spaces for full- sized automobiles is acquired (by purchase or lease) by the U Buyer or Se-llcr loea-t-e& on property .sui tabla for Euch purposo located in the area west of Myrtle Avenue, east of Ft. Harrison 1 II Buyer II means Atrium at Clearwater, Limited, a Florida limi ted partnership, of which Atrium at Clearwater, Inc., a Florida corporation, will be the general partner. 2" Seller II means the Communi ty Redevelopment Agency of the City of Clearwater, Florida (the "CRA"), wi.th reference to the Bilgore tract, the first 2 floors of the parking garage (including the ground below and the air above), and the ground-level parking east and south of the parking garage, or the City of Clearwater, Florida (the IICity"), with reference to the Sun Bank/Atrium building, the top 2 floors of the parking garago, and the police station. Avenue, south of Drew Street, and north of Court Street. 3. PARKING GARAGE. Buyer will buy ~ option to purchase the parking garage (the first two floors, the ground below, and the air above). The option consideration will be $200,000.00. The Seller sha 11 q i ve a credi t of whi oh wi 11 be crcdi tcd to Buyer in the amount of $200,000.00 against the purchase price at closing if the option is exercised and Buyer completes the acquisition, The option consideration shall be nonrefundable and may be used by the Seller as Seller sees fit. Tha term of the option will be 5 years from the date of closing on the Sun Bank/Atrium building idontioa~ to the term of tho leacc of the Bilgore tract, renewablo fOr-~ BUG~e&Givc 5 year torm& (and ~will survive a termination of the Bilgore tract lease upon acquisition by Buyer of a substitute parking area as provided in Paraqraph 2 if alternate ground levol f)arh:ing ic found). The purchase price will be the current appraised value to be determined prior to closinq, but not more than 6 months prior to closinq, with the appraisal to be obtained !2.Y.. Buyer from the Ci tv' s list of approved appraisers attached hereto as Exhibit A. An with an annual escalator based upon the Consumer Price Index (National Urban index) er other agreed upon eenohmark shall be used as a multipier to increase the purchase price if a closinq is not obtained within 6 months of the date of the agpraisal. The terms of the purchase shall be as follows: The ~200/000.00 credi.t shall constitute the down payment 12.5 peroon.t; &~'rOha6o price at time of closing, with the balance to be paid in equal monthly installments over !! 5-year term at an interest rate Q.f "prime minus one" or one percentage poi.nt less than the New York prime rate as published inthe Wall Street Journal on the date the option is exercised, per annum, of 5,0 percent per annum secured by a first mortgage on the property. In the event a ranqe of prime rates is published in the Wall Street LJournal, the midpoint of such ranqe shall be used. The interest rate shall be adiusted annually as of each anniversary of the date of exercise of the option, based upon increases or decreases in the prime rate. During thg term of the option, Buyer ~hall have the riqht of first refusal on the rental of 100 parking spaces on the first two floors for the balance of the term of the option, may rent opaooc *r ana yoar torms, rent prepaid annually, at the discounted ~\.i-fl-& rate of $25,00 per space er 3/4 of market rental rate w~~1eY&r 10 grQilto~1 plus a 5 percent increase per year beqinning ..1 a n \1 Q. r y... 1 ~ 1 9 9 6 . 4. POLICE STATION. The Buyer will have a nontransferable right of first refusal, as distinguished from an option, on the police stllt.:.i.onl qivinq to Buyer the riqht to match the highest compel: i ti ve bid abov'e the apprai sed value of the property unless 2 -, the City receives a bid which the Buver is unwillinq to match.3 The right of first refusal will have an a indefinite term commencinq from the date of closinq on the Sun Bank/Atrium buildinq but expirinq upon the sale of the Sun Bank/Atrium buildinq bv the Buyer i~cntioal to tho term of tho lease of tho Bilgorc traotr renc-'iablc for two ouoocf3civc 5 year tCr1RO (but ~lill curYJive a ~eLmination of the Bilgore tract leace if alternate ground level parking is found). 5. SPACES AROUND GARAGE. The land occupied by the ground- level parking spaces on the east and south sides of the garage is part of the rea 1 property on which ooeupicd by the garage is located and is subject to and part of the Buver's option to purchase e& the garage. The number of parkinq spaces shall be determined by reference to the survey of the propertv. ( 1 ) property continue purposes I f the option on the garage is not exercised, the wi 11 rema in -remains CRA property and the City will to have the right to use the spaces for parking for City without charge. ( 2 ) I f the option on the garage is exercised, and if the police station has not been relocated as of the closing on the purchase of the garage: (a) The Seller shall retain an easement to permit access to, maintenance, and use of may oontinuo to uce the spaces for parking for City purposes without rent ~ a term of 99 yoarc or until such time as the police department is relocated, uhiohovor oocurs earlier. (The Seller does not represent that the police department will be relocated.) (b) For the balance of the term of the Bilgore lease, or a 103.oe of alternato parking proporty e\/ffiod by the Soller, the Buyer will be credited by Seller for 38 spaces against the rental on the Bilgore tract or on the alternate parking property, (c) If alternate parking is found on property not owned by the CRA or the City, and if the Bilgore lease has been terminated, no credit shall be available against the rental on the alternate parking property. 3Because the police station is City property and not eRA property, the sale of the police station is subject to the City Charter requirements to declare the property surplus and to sell to the party submitting the highest competitive bid above the appraised value. See Section 2.01(d)(4), City Charter. A right of first refusal will permit Buyer to match the high bid, or waive that right, at his election. 3 ( 3) I f the option on the garage is exercised, and if the police station has been relocated and the Seller no longer uses the spaces as of the closing on the purchase of the garage, the spaces shall be immediately available to Buyer for Buyer's uses, and no credit shall be available against the rental on the Bilgore tract or on any alternate parking property. 6 . SPACES SOUTH OF ATRIUM BUILDING. The six parking spaces, more or less, immediately south of the Atrium Building, will be IIreconfiguredll to permit landscapingr provided that the access to the East-West alleyway is preserved and maintained. [Caveat: If this is City property, see footnote explaining limits on City's abili ty to sell the property.] (This provision is subject to a review of ti tIe to determine the existence of restrictions or easements limiting the ability of either party to perform.] L CONTROL OF GARAGE. Whenever the Buver acquires or contracts to acquire 100 percent of the parkinq 8~aceB within the qaraqe, Buyer may control the access, security, or personnel used to operate, secure or maintain the qaraqe. ~+r DEFAULT. A default by Buyer in the lease agreement for the Bilgore tract will constitute a default in the option agreement for the parking garage and the right of first refusal agreement for the police station. ~ PARKING SPACE DIMENSIONS. All references to parking lot spaces shall be deemed to be for full-sized (not comQact) automobiles with minimum dimensions for each space of 9 feet by 20 feet. 10. TAXES. With respect to the Bilqore tract parkinq space lease, the option to purchase the parkinq qaraqe, the lease of parkinq spaces within the parkinq qaraqe, and the riqht of first refusal on the police station, the Seller shall pay any ad valorem property taxes thereon, if any, and the Buyer shall pay any sales taxes thereon. 4 C.$A-- 'i?/30/73 I I I /110\..- D'V\- CITY OF CLEARWATER, FLORIDA Office of the City Attorney Telephone (813) 462-6760 Facsimile (813) 462-6426 TO: FROM: RE: DATE: Mayor and City Commissioners "Rusty" Mackey, Esquire (via Fax: 614-457-1514) Albert N. Justice, Realtor (via Fax: 530-40Q.4Y.1"~f.~ fit. M i chae 1 Wr i ght, City r~anager CO'VilVII SSfON Emil Pratesi, Esquire (via Fax: 446-3741) PR~SS' M. A. Galbraith, Jr., City Attorney 4-- Date AUS--131993 Sun Bank/Atrium Building CITY CLEkl\ August 13, 1993 Since distributing the draft outline of a memorandum of understanding, I have received responses from Commissioner Thomas and from Attorney Rusty Mackey. Commissioner Thomas has asked that the following changes be made: 1. In paragraph 2, which describes the lease of the Bilgore tract: (a) Change the term of the lease to 5 years, deleting the renewability for two successive 5-year terms. This change would also affect the terms of the opt i on on the park i ng garage and the right of firs t refu sa 1 on the po 1 ice station. (b) Instead of specifying 150 spaces or any other fixed number, specify that the prcperty will be improved with as many surface parking spaces as will comply with the applicable codes of the City, taking into consideration all code requirements including but not necessarily limited to stormwater retention and landscaping. 2, In paragraph 3, which describes the option on the parking garage: (a) Insert $200,000 as the consideration for the option, of which 100 percent would be credited towards the purchase price at closing. (b) Change the down payment from 12.5 percent to 20 percent. (e) Until the option is exercised, the interest rate of 5.0 percent per annum would be subject to adjustment up or down every 6 months as the prime rate changes, using the prime rate as of the date of the option contract as the base. (d) The note wou 1 d be a /I ba 1100n," payab le in equa 1 month 1y i nsta llments over 5 years but amortized over 20 years. ;.:,,\1.., "', Mr, Mackey has suggested a number of changes as shown in the enclosed copy of the outline, "coded" to show the changes. The highlights can be summarized as follows, but please see the enclosed copy of the "coded" outline: 1. Add the air space above the parking garage in addition to the top two floors, in the property to be conveyed with the building. 2. Add a provision for a joint use easement agreement for the joint use, maintenance, and operation of the garage. 3. The provisions for the construction and leasing of parking spaces on the Bilgore tract is revised. 4. The consideration for the option contract is proposed to be $25,000, of which 100 percent would be credited against the purchase pl~ice at closing. Additional consideration for each renewal of the option would be $2,000, also to be credited in full against the purchase price at closing. 5. The exterior ground-level spaces east and south of the parking garage would be transferred to the Buyer if the option on the garage is exercised, whether the police station has been relocated or not, and the Buyer's rights to the same number of spaces (38 or 397) on the Bilgore tract or the substitute site would cease. [Their problem is that if they exercise the option on the garage, the police station does not move, and the Bilgore lease expires, they will be short 38 (or 397) parking spaces.] The other changes pretty much speak for themselves. This is on your eRA agenda for Monday, August 16. MAG:a Copy: Cynthia Goudeau, City Clerk 1 '.' 4t,~i:,~ .':' '.(-I;'-~.J 1)-1: 1 I.'r i,l rt\I)I'1 JI.'Jl!\.t l../IJU. JUSTICE CORPORATION . .... ..'''' 'It .", ....:', "" \.:;.\ 1:0,' o .' ,\.. . . . fl.: " 1 .. '0 ..tL t, f'to':" . , ' . .. : :~.:I ~'. "~,::'.: .~ f':, :' I' : : ',' '.1 1 '.' I}~' FAX TRANSHITTAL SHEET DATE: AUGUST 13, 1993 M. A. GALBRAITH, C;~y ATTORNEY (FOR IMHEDI^T~ DELIVERY) COMPANY NAME: CITY OF CLEARWATER TELEPHONE NUMBER: FAX NUHBER: 462-6426 SUBJECT: SUN BANK BUILDING ('l'HE ATRIUM) NUH13ER OF PAGES BEaNO 'rRANSHI'l'TeO IHCL1JOING coven PACE: .___E'J~E (PLEASE NOTIFY US IMMEDIATELY IF YOU DO NOT RECE1VF: ALL PAGES.) FRO~1 : A, N. JUSTICE MESSAGE: ATTACHED Al~E RUSTY' S REVIS~ONS TO YOUR MEHOAANPUM OF . PtTP~~~TANDI_NG RECEIVED ON WEDNESDAY. PLEJ\SE CALL WITH ANY Q.UESTIONS YOU MAY HAVE. OTHERWISE WE ASSUME THIS COULD BE DISCUSSED AND APPROVED AT TIlE MEE',rING ON HOND1\Y I AUGUST-1.6TH...l' ~, OllIGINAL W!Al"r'ACHHENT(S) MAILED TO RECIPIENT: L NO YES 19329 U.S. 19 Ninth, Suite 100, Clcnrwilll:r. FloJida 3(;(,2,,1 11 )(i Tel~phulH:; 813-531-4600 FAX: 8):3-530.40(H I ... "''' .. ........ . ... .. . . . _ .... i . " 1. _ . 1 _ . . . . - .... AUQ-t3-Q3 FRl 16:51 FAX NO. 10144571514 P,Ol/04 WALTER J HI'CK~Y DB 10 At..rl um.lru"m(J/ Aug\llZt 13. 1993 The following is. s'Ubject to review by bond/tax counsel in view of the March 8, 1993, IRS rillins regarding t.he "safe harbor" role: 1. elJn Bank/AtrwmJmlld..ln.gi. The Buy~r\ willl-'\11\.."h2ulc the building and the top two floorg of the parking garage and a.ir SlUice al1.oYe for $6,900,000_ "as is", cash at closing, all closing costs to be paid by Buyer adltts. This conveyance will include tbe right to cover the fourth floor [additional air space may bo roquired], the right to c;onatruct a security sate Rt the beeinninl! ot.t.b.e acce9S ramp to the third floor, the right to construct a sccutity entry or gato at the entry to the elevated pedestrian 'walkway over Park titreet, an easement to permit the continued maintenance of the walkway over Park Street, and IDl assignment of the amount held in escrow by Mruia Re:l1 R~t}1te for llie repair of the pedestrian .. walkway. A joint use ease n e ' ..furJh~jJyer'~ ~nq SrJ~t's..jQint ~e, n)atn.tmttnce.-.and ope~atlj)n (}tfhe 2ar~ 2. Bilaor~ tract~ The Seller1 will hoI.C.lu1L..tnJ.o.-Mrkin!JDllCCS a.Dill3.Ill.e.-fm: lease to the Buyer .on the Bilgore tract for $20/space/month for a term of 5 years, renewable for two successive 5-year terms. Bu~er may lmm u h ~ m:Jlecreased1'tom tJm.tlo.jJme :wlih rtnv lH1J~ased-maces mAde llvaUahle.JnJht c J Parking lot improvements (~ 150 spaces). to be constructed by, and at cost to, the Seller. Buyer or Seller may terminate fu!B Jrugm lease ~e aJl€l--ge-tS alternate ground-level parking area uta 1 r ~z-t (:~~ sl!fJc~ is (~lJvered in " · · if-Buyer or Seller !ll! looutC& "property - 1" Buyer" means Atrlum at Cloarwa.ter, Limited. a Floridn limited pal1norship, of wb.1ch Atrlum at Clearwater, Inc." a Florida corporatlon1 wilJ be tho ~atler31 pnrtner. 2IISelIerB means tha Community Redevelopment Agency of the City ot Clearwater, Plorlda (the "eRA '), with rerarano~ to the ei1#oM tN1~t. the flt1t 2 fioort of tl18 pulling gnrng8 (including th~ ground belOW and the alr above), and the ~round..level parking oast and muth uf th~ pllrking garage, Of the CitJ., of Clearwater, Plorida (tho "Cltf'), with reference to the Sun Bank! Atrium buildina. the tQp 2 noo~ of tho p&rklns bnr~ge, l\nd the police stadon, Mf!lUOrandum, Rev; 1 Pnge ] R..9 6'~ trjI4~'j71!j14 o '3 - I ~~ - ",} (t,: ~ I F'M F' (10 I It f) 1 AUG-13-83 FRI 15:52 WALTER J MACKEY OHIO FAX NO. 16144571514 P, 02/04 .. . -: . . .... . . ... & . ... ...:. I . i. ":. _ . ~ _ . . . .. .,. emtab~ fOY 9\ieB putpege-ku:a.tU in the area west of Myrtle Avenue]' east of Ft.. Harrison Avenue, south 01 l)rew Street, and ilorth of Court Street. 3. Patldng g~tas~.. Buyer will buy option to purcha~e p9.rldng garage (first two floors, ground bf~low, and air above). Option consideration will be $25,000, all of which will be credited to Buyet' agaiust tht purchase price at closing if the option is cxcrds('Al. ~~ ternl of tlu~ option will bo idGnlicnl to the term of tbe tease of the Bil~ore tract, renewable for bvo succe~9ive 5-ycar terms for $2..D.OD ~acl~~hiLPurc11aSLIlri~ (but will s'urvive a termination of the Bilgorc trnet lease if alternate gl"ound-lovol park.illg is fOUL1d). .': ~ purchase price \vill be. ~ current appraised v,alue IDtlLth.e a.ppraisal to be o btamed ~Lo.fJ1Il~"lruu:nIscrSJ1ttJJctJcd..her.ctu ~. with-An alIDual escalator based upon Consunler Price Index or ather ilini.IAt agr~-upon benchmurk sll@1I 'ncrcn~e lb~J.U:cllRmL.l))'i~'O If" q 1 sl i h 0 iI. Ih.e term~ n.Lth.~: 12.5 percent of purchaso price dwLiIt..casb at time of closing ~ balance to be paid in equal monthly installments over 5 -year tenn fit interest rate of 5.0 percent per annum Gccurcd by 0. ur9t tnortga.ge on the property. During term of option, Buyer may reat spaecs fat' shnll ha~te tl!E rl2ht o( first refusalinJm;se spaces on th~ first t,,,o floors J'ln a one-yea.r term .mili rent prepaid ~~ at 1\ discount~d rate of $~ per space or (rcporttJlIl ab.mll ~ of ~urr~llt roarket rental rate) whiel.tevor i9-gfe&ter phl8 ft 5% !ncrpjlse ller year starti.n.LJanuarSIl 1996. 4. POliClLAtat.imL, The Buyer will hnve a right of first refusalf as distinguished from an option, on the police station.3 The right of first refusal will have a term identical to the term of tlle lease of the BiIgore tract. renewable for two successi ve 5-year terms ~ (but will survivo a. termination of the Bilgore tract lease if alternate ground-level parking is found). ~ have an Q11tion to acqni.l:eJh~lw.JJ.1Urrnised.YBllleJ1'U1~IJt(Llll '~jtppralset~ JI ~ltch acqui:iitimLr.!tllle~~e( }lecomes~e or l.epln$ a means ouurclm.sunJk.lL2IjlJw~ ~ 'Because the pollee itatioll is City property artd not eRA property 1 the !laIc of the police station i~ subject to the Cfty Chatter requirements to dec.lar~ tho propeny surplu:s aIld to ~ell tu tb~ p1uty submItting the highe~t competitive bid above the appraised value. See Section 2.01 (d)( 4). City Charter. A eight of first refusal will pormit Duyot to match tho hIgh bid, or wni'Vo t.hnt right, l\t hi$ oloctlon. l\olemorRlldum, Rev: 1 Page 2 R-g7" I EI I 4 4 5 "1 I r;, 1 .1 09-1 )-93 03=l)1l't,{ P002.,01 AUG-13-Q3 FRt 15:62 WALTER J MACKEV OHIO FAX NO. 1 G 14467 t 5 t ~ P.03/04 .. '. ~.. . ": . . .. .. .. l..." J _ oJ . . . c. .'J f. i . I. 1 '. _ :: 1 _ , . , ""' ... s. Spaces (3IDJm1.llld-.gm~ The land occupied by the around..level parking spaces on tbe east and south sides of the gantge is parlor lhe real property ~ ell whit}l the garage ~ and is subject to nnfl~ Buyer's ~ption ~.iift en the garage. " (1) If the optlon on th~ gaIage is not exercised, the property mu l'cma\n eRA proporty and the City will continuo to hove tho right to use the (ill epnces for parking for City purpo~es ~:.._ ' (Item #2 below Is Mackey)s sixnplc suggestiora) ~ Item 12...rould-leave tb~h~B~es evc~t -2Rr"~l~:. (2) If the option on the garage is exercised I and if the police station has not been relocated as of the closing on the purchase of the garage: (a) The Seller ma.y continue to u~e the spaces for parking for City purposes williout rent for a term of 99 years or until such time as the pollee department is relocated. whichever OCCllrs earlier. (The Seller does not represent that tho police department will be relocated.) (b) For the balance of tile term of the Bilgore lease, or e\. lease of alternate parking property owned by the Seller, the Buyer will be credited by SeHer for 38 J.2 ~paces against the rental on the Bilgore tract or on tbe alternate parking property. (c) If alternate parking is found on property not owned by the eRA or the City. and if the Bilgare lease has been tenninated, Memorandwo, Ref; J Pai~ 3 R.97~ I B 1 4 -l ':i '7 IS: 4 08-13-93 OJ:51~M ~Ouj ~07 " " . ' . : - I :. - : ,.' . 1 . . '. i 4'1 i i. '. 1'1 J ';.J I j '." r. IJ ".' f; r , . i ',~ .;:. _ I; i _ ':1 r .. . ':' ',II.' ':' AUQ-\3-Q3 FRl 16:53 WALTER J MACKEY OHIO pnx NO. 16144671514 P. 04/04 · DO credit shalt be nVt\\lable against the rental on the n.lternhte parking propert)' , 1dl Utl · 3 · U9.r9SBlI the polic~ ~t!!fulo stays, end..llilaore (3) If the option on the garage is exetcised, and if the police s;tntion has been relocated and the Seller no longer u~es the $:pnces as of the closiIli on the purchase of the garage, the spaces shall he imJJll~uialcly ava.ilable lo Buyer for Buyer's uses. and no credit fihall be available against the rental on the Bilgore tract or on any alternate parking property. 6. Spaces SQJJUu.Lf ~J.Tjum :r1Y.ili1jpg.., Tho six parldng spnces, 111oro or less, immediately south of the Atrium Building, ,vill be II reconfigured 11 to permit landscaping~ provided that the access to the East- W e~t alleyway is preserved nnd maintained. [Caveat: if thls 1s City property r see footnolt explaining limits on City' ~ ability to 8c>11 the> property.] [This provision is subject to 0. review of title to deternline the existence of restrictiOl\Sl or easements limiting the ability of either party to perform.J ~d._eas.t..betwefIl..1he e In n 1 t . 1--PlJlYI.d.ml Iluyer's getjJ)e npPJ'OYIlLn 11.clulccc5S..vointJruyen ... :..a.Jp.9~e, elsement. at ioinf...~R~emcnt. - to operate,.,secnre fir ll1aiILt.aiIJ.Jb.uara~ 8. D~faJJlt. A default by Buyer in the lease agrcelncnt for the Bilgore tract will constitute a defa-ult in the option agreement for tile pnrkil\g garage and the right of first refusal agreement for the police station. 2t ~a1 o 0 ru 11.. urn dillJensiolls. for (m~ILSpace ot.. " ----1 l\1cmorandump Ren 1 Page 4 . " /'J{) I n t \ L-\{d~ ~w' R..OIS" 1131441)"11 f)14 CI8~13-01 n:J:51f'M pr:'..~ ~11'1 \ \ ~ lo - \U\OL\Q'Y- + ~O\V) M YVONNE S. W. MAGEE 421 NE 13th Avenue Fort Lauderdale, Florida 33301 August 23, 1993 "0 '~':"V TO '- 1 '&'.:J : CWVUV:lSSIO(\I PRESS Date AUG 2 5 1993 CITY CLERx Dr. Arthur X. Deegan 11_ eRA Chairperson City of Clearwater Post Office Box 4748 Clearwater, Florida 34618-4748 Dear Dr. Deegan: Thank you for your letter of August 17 and the offer to become Clearwater's eRA Executive Director. Since visiting with the eRA Trustees and the representatives of the Downtown Development Board on the 11th, I have had the opportunity to review minutes of recent CRA meetings, as well as tape recordings of a recent City Commission meeting. The Trustees' and Commission's obvious interests in productivity, progress and accomplishments, helped to confirm my continued interest and desire to join your team. I feel particularly honored in being named as the leading candidate for the position. The fact that this decision was a consensus of opinion exhibits a strong willingness on the part of Trustees to be supportive and work together for the betterment of the City of Clearwater. Though I am disappointed that I have not been able to speak with you directly concerning the employment offer, I do understand the circumstances. Mike Laursen has been extremely helpful and has represented you well. In confirmation of my earlier conversations with Mike Laursen, please note the following: 1. I remain interested in the employment opportunity you have offered. 2. I am unable to accept the proposed base salary of $55,000. When I applied for this position earlier this year, my annual income \lIas approximately $65,000 (inclusive of a $260 monthly management allowance). Paper work for an additional 5% salary adjustment is now being processed. This adjustment is effective August 14 and increases the overall base income to over $69,000. In light of this, and the extent of my cur- rent management benefits (see attached summary), I would be interested in further considering your proposal as modified below: base salary: incentive pay: $65,000 $ 5,000. " r ,_ .f ,:- -,\,~ ::.L<:'." 3. If the counter proposal identified above is acceptable to the Trustees and an employment contract is consum- mated, I also ask that expenses for a house hunting trip to Clearwater be included and allowable as eligible relocation costs that are reimbursable by the CRA. In response to your inquiry as to when I would be in a position to report to Clearwater for work, I would suggest 30-60 days from contract finalization. During the interim, I would hope to begin to famil iarize myself with the downtown plan, CRA rules/regulations and an~ual reports, the Church of the Scientology, as well as other aspects of interest to Clearwater. During my discussion with you and Trustee Thomas in Fort Lauderdale, I mentioned that I had applied to participate in the Executive leadership Institute of the National Forum of Black Public Administrators. Since that time, I have received notice of acceptance into the program. I am currently in the process of soliciting sponsors for the required matching funds. If I am successful in securing the necessary funding, I am desirous of . proceeding with plans to participate in the training. This should be beneficial development for me, personally, as well as current and future employers. With this in mind, I ask that a subsequent employer support and concur with the co~~itment I have made by permitting the use of conference leave in accord with the program schedule. Attached, for your consideration, is further infonmation (including the preliminary training schedule). Hopefully, this meets with the approval of the CRA. Again, thank you all for the consideration afforded thus far, and please do not hesitate to call me should additional information be needed. I look forward to hearing from you soon. cc: Mike Laursen Attachments Officera RANDALL C. BACON Pnsi.d.ent REGINA V. K WILLIAMS J sl V'" Presitknt VERNON E. STONER 2nd Vu:~ President MAJOR F. RIDDICK, JR. S<<:retaryffreasurer Board of Directors ROBERT C. BOBB CECIL A. COLLINS, JR. CORENE COLUNS MA.AClA L CONNER . DON T. DUDLEY JAMES L FAANCIS SANDRA ECHOLS HAYES CHERYLPER~YLEAGUE VALERIE A LEMMIE . BYRON C. toAA.RSHAll ISRAEL H. MILTON SYlVESTER MURRAY AlBERT PRITCHm LODIS RHODES, Ph.D. VICKI RIVERS MICHAEL C. ROGERS .CARRON M. scon TIMOTHY SPENCER KENNETH R. TAYLOR, JR. PAUL D. WHITE JAMES F, WRIGHT.,..I Ex.Officio CYNTHIA W. CURRY Legal cOunsel JAMES M. CHRISTIAN, SR. ROBERT. B. WASHINGTON, JR. * ~OH~PI>/Ot National Forum for Black Public Administrators 777 Nor1h Capitol Street. N.E. · Suite 807 · Washington, D.C. 20002 Telephone: (202) 408-9300 · Facsimile: (202) 408-8558 ... . .,'''' I~'~h :'~J .... \. ... ., \"j .J :jJ J August 2, 1993 Executive DJrector BEVERLY A scant' Ph.D. YvonneS. Magee Assistant Director Economic Development City of ForfLauderdale 350 SE 2nd Street, Suite 500 Fort Lauderdale, FL 33301 Dear Ms. Magee: Congratulations I On behalf of the Board of Directors of the National Forum for Black Public Administrators (NFBPA), I am pleased to inform you' of your selection as a Candidate in the 1993-94 Executive Leadership . Institute, NFBPA's premier training program for black public executives. . In order to insure your placement in the ELI Class of 1994, I ask that you forward a signed copy ot the Program Requirements enclosed as evidence of your interest and commitment to participate. A signed copy of the Program requirements must be received in our office no latar than. August 10, 1993. Upon receipt of this document, we will confirm your . participation in our Septemb,er Orientation Session in the Washington, DC area, September 11-17. As you are aware, the matching funds requirement for the Executive Leadership Institute is $4,000. This amount is payable in full on or before September 10, 1993. Once again, congratulations on your acceptance into the Executive Leadership Institute. You have been selected as a mamber ofNFBPA's most select cadre of emerging public executives. Should you have questions relative to your participation in this Institute, please call (202) 408-9300. We look forward to working closely with you in the months ahead. A tentative schedule is attached. . Sincerely, ~~.~ Beverly A. Scott, Ph.D. Executive Director Enclosures , . ' TO >, ,<"';:", .11" '.' . ,7" :~:." ';'::.\,~ f. -:...J~...: ,.;-' . NATIONAL FORUM FOR BLACK PUBLIC ADMINISTRATORS 777 North Capitol Street, NE - Suite 807 WCl.shington, DC 20002 EXECUTIVE LEADERSHIP INSTITUTE 19.93-94 Schedule {Preliminaryj . SESSION DATES LOCATION Session #1 September 11-17 (Sunday-Friday) October 31-Nov. 7 Sunday-Sunday Washington, DC Session #2 The'John F. Kennedy School Harvard, University Cambridge, MA Session #3 Jan uary 8-13 Maxwell School (Sa 1urday- Thursday) Syracuse University Syracuse, NY Session #4 February 3-6 Washington, DC (ThursdaY-Sunday) Session #5 TBA University of Louisville Louisville, KY Session #6 Aprif 23-26 New Orleans, LA (Saturday-Tuesday) NOTE: FORUM .'94 is i~ New Orleans, April 27-30, 1994. NATIONAL FORUM FOR BLACK PUBLIC ADMINISTRATORS 777 North Capitol Street. N.E. - Suite 807 Washington, D.C. 20002 (202) 408-9300 EXECUTIVE LEADERSHIP INSTITUTE 1993-94 Program Re~uirements - 1. Attendance at all ELI. training sessions is mandatory. Unavoidable conflicts must be discussed in advance of the program session with the NFBP A Executive Director. 2. Candidates must be fully committed to the highest standards of punctuality during the course of the program. Arriving late to any session is unacceptable. 3. The interactive nature of the ELI program demands the full participation of each candidate. Much of the learning that will take place results from insight imparted by each candidate. Only those persons willing to participate in a 1ull range of discussion and group exercises should accept candidacy in the ELI program. 4. Candidates will be required to complete frequent assignments between training sessions. These assignments should be given the necessary time commitment required, must be presented in a professional manner, and should be returned to the instructor no later than the date specified. 5. Each candidate will be required to complete a Problem-Solving Project that will be due just prior to the end of the program. These individual projects must be an outgrowth of a real problem/issue within tl1e candidate's agency/jurisdiction. Candidates unable to complete this assignment to the satisfaction of program administrators will not receive a certificate of graduation. 6. Group meal functions during training weekends will be centrally billed to the NFBP A. 7. Lodging for the Institute will be centrally billed 10 the NFBP A. 8. Participants arriving earlier or remaining later than required by the training schedule will assume full responsibility for associated meals and lodging costs. 9. On the first day of each training weekend I all candidates will be provided with a per diem in the amount of $100 to. cover expenses related to non-group meals and local ground 1ransportation. These funds should 00 used to cover miscellaneous meals and travel to and from the airport. EXECUTIVE LEADERSHIP INSTITUTE Program Requirements Page 2 10. All air and rail fares associated with participation in the ELI should be pre-paid by the NFBPA. Persons driving to and from the training site will be eligible for reimbursement equivalent to $.25/mile, NFBPA will provide reimbursement within 21 days of receiving proper expense reimbursement paperwork and receipts. NFBP A urges candidates to make travel accommodations as far in advance as possible and use the NFBPA carrier when appropriate in order to secure the most economical fare. . . 11. ELI candidates are expected to become Individual Members of the NFBPA, if they are not already. A membership application is enclosed and should be returned to the NFBPA no later than the opening day of the program. 12. ELI candidates serve a dual role as training participants and ELI "ambassadors." Each is expected to put forth an effort to recruit new members 10 the association, assist in organizing a local chapter, generate press coverage of the orQ.anization - specifically as it relates to ELll and secure the adoption of a city council resolution commending the city's support of NFBPA and ELI. Copies of alf promotional materials developed with respect to the ELI or NFBP A should be forwarded to the NFBPA. 13. Each candidate should submit a signed copy of the Program Requirements to the NFB~ A by August 10, 1993, and a copy of his/her resume for the ELI files no later than August 10,1993. 14. The matching funds requirement for each participant in the ELI Program is $4,000 which is payable in full by September 10, 1993. The name, title, address and telephone number of the contact person for billing purposes should be noted below: . Name: ~VjNf1/i ,$'. AI !/lfE,i.' Address: 42:1 rV~ /.1Y/v Av't;. / Fl. LlllA/-Jer'(iLile,FJ..333o I Telephone: ~O_l~) L./-Ot- /SOS- I have read the ELI Program Requirements listed above, and agree to abide by these minimurn standards of participation during my candidacy in the program. i ~.'(.) III IV',; S, A,llIa f; ;-. lame"(please print) ,/ I '~:ft~::'.C/ ' I ~ t-It'" brand fax transmittal memo 7671 /I 01 plIgel>. T From \,' I t' I , ") .., . ;,: 1"-. _ ) C' ':' _J-:- ... i: Co, I. .. t..: ,.,..,,: ' . \ ,"...- ~.: (....;. .. '. Phone /1(" V'~ ' Fax /I , . . j - 'l'-.' :::' ,-' "t,- ". . ... . , ] u j' . .I.. .') ."i ',' / '/..:) Date . lAd ..a -= Q ca W Q j t 'f u - n . ,J) o ~ t: o ... J .... " "D .. t: .- " - " - t:. .., u ~ u -= 0. .. ... CIt. :.J :& Iol m ... a Iol Q u c i " ~ .... .... II C 01 ,I:. - to C o - ~ ... 'l:7 ""C .. .. c - ~ - - o -. &( c ... 0: o ..a . . ;:: ,.J J:: M - .) .., . '0 - " e "" . .0 - - - ;J iii. o ~ . ... Lo o WI " 6J III U ~ c: AI S C.I 110 .. c: a t= ... u o ~ " II C l') ..., -0 11)0" " 0 .- ~t o - ... ., a -.. 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CI C C .oLo .. 0 C:... I)..... x< llo.~ .... ..... -- uu ," '.!.~" . '-' III C >. Cl fIl "''0 I J.l:lO~3J. "J lli3lB:>V N\'W .' .. ~ I "'" I o - o > - .., u o - ... 14 .. - I .0 Q I U o Sl: CI U .c c c: - '0 L- o ....... I / \ ,\, I \ t J I \ 1 ,'" / ,I , \ . I ! r l ' ,. ., . . ~'<":~:'j:,::l,:'_<,.{:' ." .1',.' '" .' EXECUTIVE .- . . . . . . . . . . . . . . . . . NationaL Forul7z.for BLack PUbLic A(J172ilZ~ltratord . . . . . . . . . . . . . . . . . . ~~ '. ,1 I, ~ ,t '., I ,/~ r \! . I, . ~ I' \ I 'I I' I ,)t / ." I I 1 . I / ' ,,' I \ \ ' !' ! " . " r , \,' I ' . . . . . . . . . . . . A ~ hin III)..: lIlt' rl'ttlll'ill" IHt'p.lr.lIl1111 (llr an . t''\;ITlIll\T man'lgt:.'l1ll'lll pO~ilitll\ in Jluhlil' M'ryi< t' j, all ;1"'(""011)(' l;l~k. SIlIlH.' h:l\'<.' THE PROGRAtI .' arp.ued lhat OIlC.' i~ lle\'er I""~)' prepared for the crises which (rl'queml)' t'rupt in the offjce~ of city and county managl'rs, c\1icf~ of ~ta(" [() mayors, stall' government age-ne)' he;lds and lllhl'r puhlic exec\llivl's. The National Forum for mack Public Administrators (NFfiPA) believes that specialized training and dedic:1ted pr~par;lliCln c:ln position a competent puhlic execlItive for ultimate sU('Ct'S". Traditional academic uegree pro- grallls only hegin III introduce the skills. capabilities alld lIndcrslanuing th;1l \'\'i11l;llcr he "put 10 the test" in a public: :-;cn'ice elwin ,"mcnt, NFBPA is conn'rIled :lbout the relatively small l1umbc..'r of hlacks ;lchie\"ing appoilllmcllts at the exccu- tive'level ill publk ~en'ice. Although blacks represent 8% of the puhlic sector workforce, they IwlLl less than 1 % of all executive positions. Thc NFHJ>A is committed to t:lking pro-aclive IlH:;\SUres to insure thai loc.1I govern- ments in the 1990s :lnd beyond receive the unmist:1kabJe benefit of cultural diversiry in key Icadership and execu- tive roles. The Executivc l.eadership Institute (ELI) was eSlablished in 19H-' :IS a program dedicatcu to grooming hlack m;uwgers for the rigors of executive: positions in puhlic sen'icc organii'.ations. As cities. counties and states f:\ce an enormous arrilY of critical problems - including escalating crimc r;l\t:s, growing demand for social ser- vices, rapidly deteriorating infraSlructures, :\Ild diminish- ing Federal ;tid to 11Ic;llilies - the necu for talented. energctic, .t\'cl\-tr:lillt-U. and highly c:\pabk execulives from L1i\'crsc h;lckgrollnus is increasingly present. ELI was est;lhlishcd to hone the skills and cap:\bili. ries of an elite corc of black managers and administrators who have al7'ea{~J' demonstrated superior achievement as I ;.: ~:...~/:. :",~. 7~,1\. .,\' {~ .~.' :/,,~ ;/ ,j' .~( :~'-l~'" ..~),;:'>~r':.~..~.~ ~'.:~., :.~ .?,i~.\ ~ ".;.. '::.,/,'1.:;..;;;....~ I, .~: . . " '. .,. THE CURRICULUM ............. ;Js~i.\;l;tnl <'ilf 1l1;1ll.I~l-r.'. d"parlllll'1l1 head:--. hlll'l'ilU chiL'fs, and the like. The progr.lI11 is not n:tllt.'uial in nature, rather the succe~s of (,;It:h Instilllt<: rests largc:lr Oil the collecti\'c talent :lIld ahility of the parlicipalHs. 7 he c\lrri<,,'ulunl for the ELI \\';I~ ue\!<.'1opl.'u with the ad,'ice and counsel of current and former - -ciry tll:II1:l~ers. :\Ild faculty at the nation's most prestigious schools of public administration. The pro- gram is di\'ided into major and minor curriculum topics. . ' Major wpies ;Ire those ill which the canuid:lIes spend eight or more hours of classroom imaructioll and discus. sion. Some of the major ELl curriculum topic areas are presentec..l helo'\\': Public Financial Man:lgcment and Budgcting; · Communications: · le:ujership :lnd Problem-Solving; . Democratic Theory and Public Polic)' Development; · Professional Devclopment/Personal Marketing; · Ethics; and · Managing Organizational Change. Minor curriculum topics arc: usually coverc:u ill one or two classroom semin:lr:-;, :lnd include the following: · Economic Devclopment; · Time M;In:lgcment; boor Negotiatiol1:\/Collective Bargaining; · Environmental RCJ.:ulation; :Ind · Dispute ResolUlion. In addition to regularly scheduled seminars :\I1d workshops, the: Ell prcn'iuc:s c:mdidates with all UppOrlU- nil1' to interact with prominent individuals from the private and corporate st:ctors. Past executive roundtablc leaders include Mayor \~/. Wilson Goode (Philaue1phia), ,,;~ ~ \ 'p . ." ,....'.: ~~~-,:t,; ..l', \"tl ~'..) . (,.1.;.. ,.,-...,' .~. ,4,<:),~~"';.':. "'~ " .". ...{ '",:.:.... :~..:' \:: ,,":. " ,f :;'.~.y"J , \ ' , ',\ \ I \ ' " , " \ \ ." 1 t..." . I 1l .. '~~ , ',... " i~.' . ...~, . , ... .' , .:~ .:.. .:'If:. A. ....;1 : '.-!':"." . ... . .' .., :;~ '--:,' " ..... . '. .. . ""... . .... ,. :- !. '. .;. '. e.. III .. " " .... -.. PROGRAH REQUIREtlENTS . . 0 0 0 0 0 0 00. 0 . ,.RAIIIIMG COMPOSIYE . . . . . . . 0 . 0 . . . FACULn . . 0 eo. . . .00 0 ,,' ~,:-.~ .. . .' ..:..,~'., L.' C.:f-f~~ , .; ~~i~~~ ". ~1~''i.. J ;......;~..I . ...~....",....~:....,.. . .......,o.",;.;l."wtll....:..I~':S"."r:::... , '~:" ~.. ,..f .,.....~.;J.-.. ,#P". .........,...'-, ~t ": ;:; :'-':-;, ., '.. .:',zI:-.;': '.~' ..' ',. :"~-:-. . ...,.~ . . :~C1I~: "","F . ;:~~ '.... .. ~ttYllr Sharpe .Iallll'~ (Nt'W.llk), Profl'~~llr Barhar;tJordan, .I0Shll,I I. Smith, and other higl1ly.respected :md promi- nent hlack puhlic. curpOr;Jlc.' ;lIH..I ci\'ic leaders. Through the eXt'culi\'e fOulllltablc ~c:ril"s. c;tndidates llt~nefit from ~he insight alld expcril'Ilc(' of individuals who have made a profound difference in the communities in which the}' live. (iraduates of lhe Institule have found these unique oppoflunities for intcr:tClion highly valuable in their personal and professional development. · Attendance at each scheduled weekend session; · C.ompletion of periodic homework assignments; Participation in class di~cussion, group exercises ;tnd role playing case studies; and · Submission of a research and problem.solving paper identifying possible SolUlions to a practical manage. ment dilemma, An estimated 20 hours of training will be provided during the seven weekend sessions of ELI, in addition to 30 hours of training - during the kick-off training week, Therefore, approxi- matelr 170 hours of training :Irc delivcred during :111 annU:l I Executive Le:Hlershi p Institute. The Faculty for the Executive Leadership Insti- (ute include succes!;ful practitioners from city, county, state, and Federal government agencies, as well as representatives frolll prominent corporations, In addition, leading academicians from the nalion's most respected schools of public administration share their insight on managerial :md technical topics. To address the professional development component of the curricu- : t . '~, '-\':\,1,", //', ,:,\',) \,f;j:~.,f.,;:~..:" "',~.':,\'t\' .,~.>"I""::":"'\'I~"J,: '._\:"':.?,~ ..~;~\:,...; .I:,'.,. ~::~', '~'.{.-",!"\_: , : ,~")1oAor " lum, NFH}l;\ l'l1li~I'" \ ilL" a~~i:o;t;lIKt' (If pcr:O-lIllllt:1 din'\\ol'S and exc:cutin: "ht';ld.huntc:rs," whu :1(.h..lrt,S~ strat<:gic carecr planning and pcrsonal marketing. ~ . .~ I . ~ I .j 1 WHO SHOULD Black administr:ltors and managt'l's currently APPL Y1 serving as assistant or Jeput)' dty/Co\lnry . . . . . . . . . . . .. . _ mallagcr:o; and departmcnt directors comprise the eligible applicallt pool for the Institute. If you :tre committed to prort'ssional development ;Ind a caret'r as :J public executive, you may be an ideal candidate fur the Ell. We are partic\ll:lrly interested in admitting those persons intent on securing the position of C:iq'/County Manager during thc next 2.5 years. In addition to aspiring to achieve an t'xecutivc position, applicants should boast strong academic train, ing, including a Bachelor's Degree (required) and i\ Master's Dcgree (Preferred). Persons who fulfillthcse minimum requiremems :ullLh:1\'e demonstrated lcadjr' ship skills and a commitment to social resronsibility will receive favorable consideration from the Ell Selection Committee, If YOll ilre selected as a Candidate, you will be expected to become an active member and :lmbi\Ssa. dor of the NfBPA. as well. ~. . ;. ~ '. ~ L' . r tJ I; t \~ . . '. I I. i' , I . t~. I, ~:. l~: k r~ ., r.? i,'. r ,:. r. ... i: r' i", .. !:' , . ,.. .. i J 1 . . . . . . . . . . .0. . . Persons interested in being considered in the Execulh'c Leadership Institute: must obtain :I completc program appliciltion. Applicants will be e\'alu:lled as to their readiness to compkte: an illlCll' si\'e training program for aspiring public executives, ;lnd, more specificallr, OJl the following areas: education, professional experience, leadership experience, soci:tl responsibility aJld commitment, and writing/analytical abilit)' . ~, \,: j " .~ ...: ~ i-t ;:'~ '". :':{. "~"~Of "j' ," ....; l"~. ' >,.,~.~ \" " .~; . ;:., ",":,,f' .. 7' APPLICA'fIOM PROCESS .1 , . .-, I ';1 . ..t : '1 .~ ~ ,:.. '1. ...~.~K~:~:~~ :"::.'.".. ,. ;:~:.\~ti.;~ ~:,'., . ";:'~;.~~:~~~~~~~';-,:'. . ' .' }.~~~\)..~.t:: :.': " .~. .~.. ,: :~~. r"~ 1: f, :. ..' .Jt.'.'~.", \:. ':.1 J' ~~l: (:.- ~:/. ,...:;;. ~.\X~.:.~.(.I. . '; 't~/ ! '~ :~". ~"I' -',",: ..~ !.-; ,~lf. ..' ('j/~... ~:. " .:. :t/ ,:):.;j .. /..,. 'I... f .:/ ". J' ,\' .' ..~:~. : .:.: # '., : ' ,,, .~ ,., , , \ . \. ,. . .' ~ ." ": ,". ' r, \ ' I I I ,.' f' . ' '."/ \' ,\ . '. '. ~:,.., :........, '~~''l ' ., I .., : A.ie . s.~ '~:I~~ . -: i. :- . . ..:.~ . . ..f" : I ..... . " <~~ Z . ::(~~' ~~ .'. '. ~. .......~... .\ ...,::.~t: -:' : '~1.:!~ .. .;~..r1 . ",:~, L . ",.&-. . . . ~ '....... - .t".... - . . .. ..J.. --;.~~. , ~:f) .. '~ "-~~ ;:-j '. ,.:. ...-; . :~..i~: ..... .II~~. :, .' .:.~~( .. .<.-:.:~~ ..: :! ~~,.. . '::',')' ,..~. ... ;..,..~. , ";.r,\1 . "'~~'~1 . . :'::~:~I'~ .. .... . ........ . ~ ~.~ ~: ;~i' ;; .... .. ;, .:'.:' ~~'i .'7',~;, ~~ :~~~. ':~l: .. r}-l' , . . ;,'.fi; ...... :~~. -:';.'I~f.~. '.\::T~; ....., ~ ,'~.:~ ~ . . .'... :.'. ., ......f~ . 0;\" f.'t' l .......... '.. . . . PROGRAtI REQUIREI1EIITS . . . . . . . . . . . . . ,.RAIMIMG COMPOSIYE . . . . . . . . . . . . . FACUL TV . . ~ . . . . . . . . . ~l.IYtlr Sh.l\l't' .r;II111'~ (:\"n\';trk). I'r(lk~:-.()r Barbara )ort!;l/l, Joshua I. Sl1lith, anu ot her highly.fl':-.pCCtl:u :1111.1 promi. nent 11lack puhlic. corporate anu civic Icauers. Through the executire rounutable serics. canuidates hellefil from the insight and cxpcricnc{' of individuals who have m:tuc - a prufuund uifferencc in the communities in which Ihey live. Grauual<:s of the Institutc h;I\'e found these unique opportunities for interaction highly \'aluable in their personal and professional development. AttetHlance at each scheduleu weekend session; · Completion of periodic homework assignments; · Panidpation in class discllssion, group exercises anu role playing case stuuies; and · Submission of a research anu problem-soh'ing paper identifying possible sollllions to a practical manage- ment dilemma. ( An estimated 20 hours of training will be provideu during the seven weekend sessions of ELI. in addition to 30 hours of training during the kick-off training week. Therefore, approxi. mately 170 hours of lraining arc delivered during an annual EXeCl/live Leadership Inslitllle. ., he Faculty for the Executive Leadership Insti. tute include successful practitioners from city, county. state, and FeucraJ government agencies, as well as representatives from prominent corporations. In adcJition, leading academici~lIls from the nation's most respecll'u ~cl1oo1s of public ;luministration share their insight on managerial and technical topics. To address the professional development component of the curricu, .:......,'......1/1," 'f ~/:'.:_..\~.. ~I..::...~'f<~':. :.:,:~"..:~~\' .// ::,lo{ (1:., ..\>.-.~..~~~~.,. :-r>~'" ~:,' ..J .....I/~~.:r,...\. :., ""'I":'~'~"":'.." .'~~~ . .....!f~'f .... ..~~. :~l~..: :"':;,r... (,':'i-.. ';:";'.: . .1;:' ~ '.... ..... ., '''r _' ~..'l~.~A~7>oc ; I I I I I j' 1 , I 'j J I , '. I I , I . , I . . . , , . f i ! i { . , I i . I ^ppJjcatioll~ J1lll~t he rn:c:i\'cu :1( the: NFBl'..\ hr July 1st to rccc:in' cO/l!'iuc:r:lIillll, To requc:st an appli<::llioll, ~imply (,'all NFBPA's n:ltion:tl hC::IIJquaI1crs :It (202) .Wt;. 9..\00, or write to: NFBPA. 777 North Capitol Strl'c:t, N,E., Suite S07, W:lshington. D.C. 20()02 FORMAT &. SCHEDULE P anicipams in the Executive Leadership Institute attend eiAht training sessions held on :veekends scheduled over an eight-rnolllh neriod ~tartinc in Septemher of each year anti typicall)' - ending in April. Candidates in the ELI remain 011 their jobs during the course of the program, and spend :lJ.... proximately 10 work days :IWar from the office. Success- ful completion of tile Institute curriculum requires attendance at each and e"er)' training weekend. The typical weekend schedule for the Institute is :IS follows: can<..lid:ltcs arrin.' at the trailling site on Thursday evening. and panicipate ill workshops and seminars throughout the d;ty on Friday and Saturday. The program continues on Sundar morning, concluding at 12:00 noon. At least three of the training sessions are conducted at program headquarters in Washington, D.C. In :lddition. off.site weekends h:we been conducted at the following host institutions: .. John F. Kennedr School of Government, II:lrv:lrd University (Cambridge, MA); .. School of Business. University of Louisville (Louisville. KY); · Lyndon B. Johnson School of Public Affairs. University of Texas (Austin, TX); · M:ncwell School of Citizenship and Public Affairs, Syr:Jcu~e Unh'ersil)' (Syr.tcuse, NY); and · \X'harwn School of Business, University of Pennsylvania. (Philadelphia. PA). e . . . . . . . . . . . . I",~"", ,:~,~' I ':\~:'"'"'~"~"'\;J"""<:"', '. ::,.....~~ ..~-.:'I......(~: :":-~'::~~(\"".4 ,',. ~:.....~'.~-......\+.:;I..::.~:.:,.:~,.~.~~;.}lI..~..I'... f I { I t l I ! . ( I i , I j' . I f I . . , . ! . . . : ~ . . ! . I \', ..' ' "", T' ~ . , . .... .'. ....~.:\_ 'r..,.-. .~ ., ... ...~'/ ..// ,""-:. \'r-"';'/ -'- ..--~ '- .I.~ "'.. ~f"":3!.'::'::-./"'~1'1J' . .:-~ 'r-: . :-"00., '~~~., . t.::'j~ ~':7? ", ..~\~ --7', ", ~... ~ '-/./--'" ~ " I' ft.. '1 I '. :'\. . .j~ ....,'" ' .. '4' ',,~,/~/' C I'T Y o F c.~A- c;{j3C/13 CLEARWATER POST OFFICE BOX 4748 C LEA A W ATE A. F LOA IDA 3 4 6 1 8 . 4 7 4 a . Human Resources Department 462.6870 June 29, 1993 III b ~ b.~. Ms. Yvonne S. W. Magee 421 Northeast 13 Avenue Fort Lauderdale, FL 3.3301 Dear Ms. Magee: Thank you for your letter and resume In response to our recent Jdvertisement for the posi tion of Execu ti ve Oi rector/Commu ni ty Redeve lopment Age ncy. Your resum~ will b~ reVIewed In a manner lO be determined by the Community Redevelopment Agency. As we placed ads in various publications and He accepting resumes for the position through the end of June. we do not anticipate this review process to be completed until the first week in July. \Ve do anticIpate :.l number of responses and expect that the resum~ reVIew process will result in narrowing the entire group of candidates to a smaller group of top candidates. At that time. further review will occur with respect to the top candidates. .-\s soon a~ preliminary reviews hJve been completed and decisions mad~. we. wi II apprise you of the process and your standing at that time. Your interest in the posltton of Ex.eculive Director/Community Redevelopment Agency for the City 'of Clearwater is appreclaled. Sincerely, H. . ylichael La rsen Human Resources Director HML/dlf () . . E a u a I E m D I 0 Y me": .j n d ~ t ~ I r m a I I 'I e Action E m p I 01 P. r ';. ',1." . " : r~'..., .. .~ ,'" "0 YVONNE S. W. MAGEE 421 Northeast 13th Avenue Fort lauderdale, Florida 33301 June 16, 1993 Human Resources Director PO Box 4748 Clearwater, Florida 34618-4748 Dear Personnel Director: It is with great pleasure that I submit the enclosed resume in response to your recruitment for an Executive Director of the Community Redevelopment Agency. I have spent the last twelve years of my professional career in municipal government focusing on community planning, redevelopment, housing, economic development, as well as all aspects of capital improvement activity, from the gestation stages, involvement of professional architects and engineers, through private or public contractors' construction processes. This has, of course, included all aspects of budgetary and fiscal management. During these periods, my line of authority has been directly to a Mayor, a Chief Administrative Officer, an Assistant City Manager or a Department Head. My current tenure as Assistant Director of the Economic Development Department (salary $65,000) assists the Director in the management and direction of four components - general aviation airport, business recruitment/retention and real estate, housing and community development, and marine facility operations. Nnong other things, this involves the planning and implementation of major historic, downtown and central beach revitalization and redevelopment; housing and other development efforts. I am experienced in working closely with elected officials, boards, developers, major lending institutions, other agencies, the residential and business communities. Hopefully, you will agree with my potential for candidacy in this position. Please do not hesitate to contact me should additional information be necessary. I look forward to hearing from you soon. Sincerely, 11 1 If;'."L, ,'-,, " /h." /0 ~ ~~~N~~ ~.~- ~iG{E~J~<- - '" ~ \,~, ~\\, (.I , I,' .... If. I....' , ~ ~ ~ . ,.' 'I . RESUME YVONNE S. W. MAGEE 421 Northeast 13th Avenue Fort Lauderdale, Florida 33301 HOME: (305) 525-5246 OFFICE: (305) 468-1505 EXPERIENCE 4/91 - PRESENT ASSISTANT DIRECTOR Department of Economic Development City of Fort Lauderdale Fort Lauderdale, Florida Provide administrative support, supervision and direction to the following four major components/divisions: (1) Executive municipal airport, servicing corporate flights and managing the leasing of 1200 acres of industrial property. (2) Development projects, with focus on beach and downtown/river area redevelopment, including acquisition, demolition, capital improvements, publ ic/private partnerships and historic preservation. (3) Community development, encompassing the Community Development Block Grant (CDBG), Rental Rehab;l itation Program (RRP), HOME, Emergency Shelter Grant Program and various other federal, state, and locally funded housing and development efforts. Includes over 50 acres of acquisition and relocation of nearly 600 families and businesses, administration of CDSG and General Obligation Bond (GOB) funded public housing and other public and capital improvements; linking the RRP to Section 8 program for rehab, rent reasonability, and availability of Section 8 certificates/vouchers; administration of rehab and other housing programs (replacement housing and new construction) including Section 8 inspection process, rehab to Section 8 standards; development and administration of affordable home ownership and various other housing programs, including contracting to construct 408 units of rental housing. (4) Business services, including aggressive outreach to coordinate and encourage business growth, development and retention, minority business development, administration of state Enterprise Zone program and implementation of a commercial building rehab program; management of the City's real estate function including obtaining and disposing of easements, rights of way, leasing City owned property, acquisition, demolition and interim property board ups; and management of public docks and waterways from a business development perspective. 8/89 - 4/91 DEPUTY DIRECTOR Department of Planning and Community Development City of Fort Lauderdale Fort Lauderdale, Florida Coordination of redevelopment activities and superV1Slon of all functions of the Community Development Division including various HUD programs, Resume Continued neighborhood GOB activity, economic development, and neighborhood oriented special improvement projects (i.e., safe neighborhood and Enterprise Zone). Responsibilities included all of the community development aspects identified above and major aspects of the business services component. In addition to direct supervision and administration of the division, served in the capacity of Deputy Director to traditional City planning division incorporating aspects of zoning, land use, platting, etc. 11/82 - 8/89 DIRECTOR Department of Community Development City of Kenner Kenner, Louisiana Administration of the City's comprehensive housing, community and economic development programs. Tasks included planning, grant preparation, program development, implementation and evaluation, personnel and budget management. Administered City's CDBG, RRP and other housing programs. Traditional activities included capital improvements, conmercial area revitalization, housing rehab, public housing modernization, etc. Worked closely with the public housing authority administering programs described previously as a part of the community development function. 8/19 - 8/85 BROKER ASSOCIATE. REALTOR ASSOCIATE Latter & Blum, Inc., Realtors New Orleans, Louisiana Independent contractor servicing the greater New Orleans area. Provided real estate marketing, sales and leasing services. 8/14 - 11/82 FAMILY SERVICES ADMINISTRATOR Coamunity Services Department Housing Authority of New Orleans New Orleans, Louisiana Human services developer for the agency. Functioned as program director in absence of department head. Provided planning, support, direction, and technical guidance for the effective organization and implementation of a Title XX Social Services Block Grant program. Direct supervision of five (5) supervisory level personnel at five (5) conventional public housing developments. Indirect supervision of 40 staff persons. Program included provision of health, homemaker, consumer education and transportation services for public housing residents. Worked closely with public housing managers to improve housing and living conditions for residents. Resume continued 9/72 - 7/74 SOCIAL SERVICE CONSULTANT/OUTREACH SOCIAL WO~ER Irish Channel Crisis Center for Children New Orleans, Louisiana Provided social work consultation services to teachers, students, and parents of two (2) area public schools. Developed and administered a program of direct activity and counseling groups with students and parents. Coordinated and administered the social service aspects of a summer day care program for youth. Supervised ten (10) graduate social work students in the provision of group and individual counseling to children in this program. Provided mental health counseling to youth and. fam il i es . 1/72 - 9/72 COMMUNITY ORGANIZATION SPECIALIST Hew Orleans Council on Aging New Orleans, Louisiana Coordinated and organized social and political influence groups and programs for the elderly. Interacted with other agencies and community groups to promote and facilitate the development of programs and services for the elderly. Supervised two (2) outreach workers in the day-to-day organization and functioning of senior citizen groups developed at the neighborhood 1 eve 1 . EOUCA TI ON MASTER OF PUBLIC ADMINISTRATION - 1979 University of New Orleans New Orleans, Louisiana MASTER OF SOCIAL WORK - 1971 State University of New York at Albany Albany, New York BACHELOR OF ARTS IN SOCIOLOGY - 1970 Grambling State University Grambling, Louisiana PROFESSIONAL AFFILIATIONS 1/87 - 8/89 Vice-President for Community Revitalization and Development, Louisiana Housing Council. Member, Southwest Regional Community Revitalization and Development Committee, National Association of Housing and Redevelopment Officials. Member, National Community Revitalization and Development Committee, National Association of Housing and Redevelopment Officials. Member, Board of Directors, National Community Development Association. 10/87 - 8/89 10/87 - 8/89 4/87 - 8/89 ". ,.\ '. q~"~ f'::>,r.~.:":;..<>:';':~"~ '::.':.> ;r.'.... ::' '". . I " Resume continued 1/87 - 8/89 10/85 - 8/89 1979 - 80 Member, Executive Committee, Louisiana Housing Council Member, Community Revitalization and Development Committee, Louisiana Housing Council. Member, Mayor's Business Development Council, City of New Orleans, Louisiana REF~RENCES See Attached MAJOR ACCOMPLISHMENTS Introduced, Developed and Implemented: -Replacement housing program -New construction home ownership program -Commercial (facade) rehab program -Emergency relocation assistance program -Local community development corporation Developed and Implemented: -Minority business plan and program -Safe neighborhood plan Other Accomplishments: -Created viable Lincoln Park Business Complex -Developed links with community development corporation, public housing and other nonprofit housing agencies -Successfully obtained HUD, Section 108 loan guarantee -Successfully recruited and hosted two State Minority Business conferences and trade fairs ..._ ">>....,: :li':"~,i{ . . f : .~. .'" '-'~""'"!. ";' ....t.,"... .; ..... ' REFERENCES Gerald Burgess, county Administrator Botetourt County (former ACM, city of Ft. Lauderdale) 1 West Main Street - Box 1 Fincastle, Va. 24090 Telephone: (703) 992-8223 Kathie o. C1ark, Community, Planning, Dev. Rep_ u.s. Dept. of HUD New Orleans Area Office 1661 Canal street New Orleans, La. 70112 Telephone: (504) 556-7250 George L. Hanbury, City Manager City of Ft. Lauderdale 100 North Andrews Avenue Ft. Lauderdale, Fl. 33301 Telephone: (305) 761-5013 Carlton B. Moore, Commissioner City of Ft. Lauderdale 100 North Andrews Avenue Ft. Lauderdale, Fl. 33301 Telephone: (305) 761-5004 ,.," .f ,~",' ~.:. \. ~I :.::..c~....- ." ...."" '"... \\~ ~\.,-.,,,,-.... ~~ (...,i : : ~ ~~'" '. ~ '. . (""') /.- -4-1.- ~J ..~ : ~r""':1 .. ~':-:.'~ '. ~ , - , ..,::::. - \ " . .. 6 ..... -7':.<:> >------ - ~.. .. .. tI " . . ':., t, '6" . ~ . -:"-:~""'-:1" . -......6 , !. l . f """,1' C I T Y OF CLEARWATER POST OFFICE BOX 4748 C LEA R W ATE R, F LOR IDA 3 4 6 1 8 . 4 7 4 8 Human Resources Department 462.6870 June 29. 1993 Ms. Dottie Stephenson 125 South Genois Street New Orleans. LA 70119. Dear Ms. Stephenson: Thank you for your letter and resume in response to our recent advertisement for the position of Executive Director/Community Redevelopment Agency. Your resume will be rt='/Iewed In a manner to be determined by the Community Redevelopment Agency. As we placed ads In various publications and Jre accepting resumes for the position through the end of June. we do not anticipate this review process to be completed unttl [he first week in July. \Ve do anticipate a number of responses and expect that the resume revIew process will result in narrowing the entire group of candidates co a smaller group of top candidates. At that time, further review will occur with respect to the top c:lOdidates. As soon as preliminary reviews have been completed and decisions made. we will apprise you of the process and your standing at that time. Your interest in the position of E.xecutlve Direccor/Community Redevelopment Agency for the City of Clearwater is appreciated. Sincerely, H. Michael Eaursen / Human Resources Director HML/dlf o ; ::: ,.. " ., I :::,." r'\ I (\. v m p n' ;'l n d A t t I'm a I I '/ ~ Act Ion E mOl 0 '{ e r --~- .' :.( - :'.,'; " 125 South Genois Street New Orleans, Louisiana 70119 June 21, 1993 ~ \1~ 7. 8 ,. Human Resources Director P.o. Box 4748 Clearwater, Florida 34618-4748 Dear Ladies and Gentlemen: Please consider my qualifications including fifteen years' experience in community and economic development in your search for a new Executive Director of the Community Redevelopment Agency. After fifteen years in city government I have learned how to approach problems creatively and to make new things happen for the community. The fun and challenge have come from working with a variety of people -- neighborhood and community leaders, downtown business people, and local and national developers -- and from the wide range of economic development projects -- neighborhood revitalization, small business recruitment, redevelopment of the former World's Fair site along the Central Business District's riverfront, and tourism and major commercial real estate projects. Two of the major redevelopment projects that I currently am working on are: · Serving as Executive Director of the Canal Street Development Corporation, a public benefit corporation, which owns the former Dillard's downtown department store, parking garage and annex building; I am managing the leases and negotiating a second mortgage City loan to a private developer for an all- suites hotel and multi-family units. Canal Street is our main downtown shopping corridor. The Development Corporation was organized to acquire and redevelop properties in the CBD. · Senior staff member of City's team of legal and financial advisors who negotiated a general development agreement and land lease for a $400 million world class casino. This is one of the city's top redevelopment projects and its most controversial. ; ~ ' Human Resources Director June 21, 1993 Page 2 Recently I completed the following: · Negotiated a 4,000 acre land swap among the City, the Conservation Fund, the u.s. Fish and Wildlife Service, the New Orleans East Economic Development Foundation, and the Louisiana Nature Center as part of the establishment of the Bayou Sauvage National Wildlife Refuge. · Secured the consent of more than 70% of the property owners within 300 feet of the City-owned Piazza d'Italia in order to clear the title to the property. This is the proposed site of an $80 million Ritz Carlton Hotel. · Coordinated the City's strategic economic development planning process with eight critical issues task forces and a national consulting firm selected to prepare the plan, "A Blueprint for Economic Revival." · Developed funding criteria and evaluation process for the City's newly established Economic Development Trust Fund. I trust my resume conveys a sense of my accomplishments and experience as well as my ability to work effectively with both the private and public sectors. I served as Executive Director of the Freret Street Development Corporation for six years and was responsible to a nine member Board of Directors comprised of community residents, property owners, and business leaders. I am currently the Executive Director of the Canal Street Development Corporation and serve this board whose members are business people and City Council members. Managing the Urban Development Action Grant Program, the City's other financing programs and the redevelopment of the riverfront requires extensive coordination due to the complexity of the development issues as well as the number of players, public and private, in any major real estate development. In addition to my development expertise, I have just completed a two year extensive economic development planning process with heavy participation from the business community which resulted in the City's strategic economic development plan, "A Blueprint for Economic Revival." I organized a. conference held in late May to update the plan, now a year old. Our consultant, the Strategic Planning Committee, and members of the eight critical issue task forces reviewed the progress that we had made in implementing the goalsp objectives and strategies of the plan. We also formed additional task forces to address new critical issues that have . . , . . ti.~! !l?r7~;f::,~.:~f f; :;~''!1t.~::~~j~t~~J!i~~t-i~~t::~~l(~'.~~:~ ~'1.}P'j,' .~~I,~~~~,t~,!~.~~.lC,~:'~.~ ~~'S-:~;.,., .~:, r-.f ,'.o{. , . >,: ,';<:"L'" 'xr,'.-'.".\. . I".' > . ~.'" .' Human Resources Director June 21, 1993 Page 3 surfaced in our economy during the past two years, such as riverboat gaming and a land-based casino. There is no decision more important than choosing the right person for a job. To give you a feeling for who I am, what I do and how I approach urban development, I have enclosed a sampling of articles, memos and letters about my work along with your requested list of references. Will you kindly speak with me before you contact my references. I wish you and the Community Redevelopment Agency of Clearwater the very best in your search for a new Executive Director. Sincerely, ~ /rG;//u;/j"i~ Dottie step~nson Enclosures '-e::'/!!.-.,'" :;; _ ~.,/." ~ 1 n :.' :":!.~, _\ '.:'::, ,:; DOROTHY B. STEPHENSON REFERENCES MR. LARRY ROSENSTRAUCH Director of Economic Development City of Charlotte 600 East Trade Street Charlotte, North Carolina 28202 (704) 36-3399 Former Director of Urban Development, Mayor's Office, City of New Orleans; my supervisor from 1982-1987 MR. NORTON BERMAN President Economic Development Services, Inc. 21 Kercheval, Suite 200 Grosse Paiute Farms, Michigan 48236 (313) 885-8711 Consultant to City of New Orleans for the strategic economic development plan, "A Blueprint for Economic Revival." MR. STEPHEN CHOUEST 4732 Utica Street Metairie, Louisiana 70003 (504) 455-7300 Private attorney and former legal counsel for the New Orleans Exhibition Hall Authority; outside legal advisor to City on all riverfront development issues, presently Mr. Chouest is the attorney to the Canal Street Development Corporation. MRS. SYLVIA ROY Board of Directors Canal Street Development Corporation 7820 Maple Street New Orleans, Louisiana 70118 (504) 865-1181 MR. ROBERT TANNEN Frederick R. Harris, Inc. 807 Howard Avenue New Orleans, Louisiana 70113 (504) 529-4533 Urban designer and planner EXPERIENCE: DOROTHY B. STEPHENSON Director, Mayor's Office of Urban Development, City of New Orleans, Louisiana-, 1987 - Present. Manage City's major commercial downtown and riverfront projects; structure and negotiate City's position through loans, leases, equity partnerships, and cash flow participation. S~nior staff member of City's team for developing $400 million Rivergate Casino; team prepared RFQ!P, established criteria and evaluated proposals for Mayor's selection of private developer; assisting legal and financial consultants with negotiations of a general development agreement and lease; advise Mayor on impact and policy issues related to casino. Executive Director of the Canal Street Development Corporation which owns the former Dillard's downtown department store, parking garage and annex building; negotiated 99 year leases and $5.6 million second mortgage loan to private developer for a hotel and apartment complex. Manage $40 million Urban Development Action Grant (UDAG) loan portfolio including loan work-outs and project restnlcturings; developed policy for use of UDAG loan repayments for economic development. Supervise 5 professional and technical staff members. StrUctured and closed $5.2 million HUD Section "10811 loan for Pic 'n' Save disuibution center. Managed City's participation in developing "A Blueprint for Economic Revival," New Orleans' strategic economic development plan; served as staff director for implementation of the plan. Developed funding criteria for City's newly created Economic Development Trust Fund and evaluated 1992 and 1993 project proposals; result was the award of $6 million for 15 economic development projects. Developed national model housing program for purchase, renovation and resale of 52 vacant, abandoned houses to low and moderate income buyers in target neighborhood through public/private partnership. DOROTHY B. STEPHENSON Page 2 EXPERIENCE (Continued) Deputy Director, Mayor's Office of Urban Development, City of New Orleans, Louisiana, 1984-1987. Administered and supervised the public reVIew process for major development projects, including the $114 million Convention Center expansion and Rouse's $55 million Riverwalk. Coordinated work of City departments; prepared contracts for appraisers, attorneys, and fmancial and real estate consultants; conducted meetings with community groups, consultants and city personnel; evaluated project impact; identified and analyzed issues of concern; and developed recommendations and reports for tvIayor and City Council. Managed 15 Urban Development Action Grant (UDAG) projects totalling $43,500,000. Analyzed and determined feasibility of developers' real estate proposals and requests for financial assistance. Project l\1anager, Neighborhood Commercial Revita1il..ation, Mayor's Office, City of New Orleans, Louisiana, 1978-1984. Designed and implemented Neighborhood Commercial Revitalization Program including business recruitment campaign which attracted $2.5 million in new private investments to Freret Street including Eckerd Drugs, Domino's Pizza and Freret Veterinary Hospital. Supervised all aspects of the $5,000,000 redevelopmentof the Freret Street Commercial District including drafting and securing City Council approval of the Freret Street Commercial District Ordinance. Organized 2 local development corporations and secured initial capital of $350,000. As Executive Director of the Freret Street Development Corporation designed and managed commercial rehabilitation loan programs which generated more than $500,000 in private reinvestment; wrote and received 2 Economic Development Administrati.on grants totalling $602,500 for public improvements. Program Developer, Chief Administrative Office, City of New Orleans, Louisiana, 1977 -197 8. Developed strategy and work program for the economic and physical redevelopment of City's older neighborhood shopping districts. Mayor included program in his economic development platform. . ~ DOROTHY B. STEPHENSON Page 3 EXPERIENCE (Continued) EDUCATION: PROFESSIONAL DEVELOPMENT: - - Developed. criteria for selection of commercial strips for redevelopment and conducted comparative study of 13 neighborhood shopping districts for market potential. . New Orleans Public Library, City of New Orleans, Louisiana, 1973- 1977. Promoted from Children's Activities Coordinator of neighborhood branch to Publicity and Community Relations Director of regional library. Organized all adult library programs; selected topics, speakers, and handled advertising for international film series, arts festival, and book reviews. B.A. magna cum laude, English Literature, Newcomb College of Tulane University, 1972. Graduate, l't1etropolitan Area Committee (MAC) Leadership Forum, 1983. Licensed Louisiana Real Estate Sales Associate. LOTUS 1-2-3. Successfully completed: Commercial Investment Real Estate Council's (C.C.I.M.) Courses, "Fundamentals of Real Estate Investment and Taxation" and "Location and Market Analysis"; Control Data's "Building Your Own Business" (40 hours); and National Development Council's courses in economic development finance, credit analysis, real estate finance and loan packaging. Business Address Mayor's Office Urban Development City Hall - 8ED7 New Orleans, LA 70112 Telephone: (504) 565-6953 Home Address 125 South Genois Street New Orleans, LA 70119 Telephone: (504) 484-7370 - - ... '..'i:'.{;~, .~. .' .', .... . L < ~. '. '. '!. , .. "..",J' ",'~ I .. J ,11'1""',,,,,,-, ." <:..t.c..AL~'r...,~.__ I~\ ~ , J - I'L' .,~":. l:-:::::, :.L" \~ ,d I, ..,. ~ \, ~ , ~C'"':) ,__ ~~ ..~ :-=- poo",;;' .. f'f""=-- ~ ~ \~ - ~\~ -~rl - ''J \\ ~ ;A/j1....... ('v.\\ - ,,, 'loU .. " -,,_.., ,-". ~Il ">>",,,JI CITY OF CLEARWATER POST OFFICE BOX 4748 C LEA A W ATE A. F LOR IDA 3 4 6 1 8. 4 7 4 8 Human Resources Oepanment 462.6870 June 21. 1993 Mr. Peter F. Gozza 3184 Wessex Way Clearwater.. FL 34621.. , i I Dear Mr. Gozza: Thank you for your letter and resume 10 response to our recent advertisement for the posi ~ion of Executi ve Oi rector/Communi ty Redevelopment Agency. Your resume will be reviewed in a manner to be determined by the Community Redevelopment Agency. As we placed ads in various publications and are accepting resumes for the position through the end of June. we do not anticipate this review process to be completed until the first week in July. \Ve do anticipate a number of responses and expect that the resume review process will result in narrowing the entire group of candidates to a smaller group of top candidates. At that time. further review will occur with respect to the top candidates. As soon as preliminary reviews have been completed and decisions made. we will apprise you of the process and your standing at that time. Your interest in the pOSItIOn of Executive Director/Community Redevelopment Agency for the City of Clearwater is appreciated. Sincerely, H. Michael Laursen Human Resources Director HML/dlf o . . E qua I Em pi 0 Y men I and AI I I r m a I I V e A c I Ion Employe r ' , J.... fl'; .::" :::"'~'~~'.:_~:' .~ .,....,'~, t " ~', ' Peter F. Gozza 3184 Wessex Way Clearwater, FL 34621 H (813)789-8831 o (813)541-0800 JUN , 6199a June .14, 1993 Human Resources Director P.O. Box 4748 Clearwater, FL 34618-4748 To Whom It May Concern, _ Please accept this letter and enclosed Resume' as an expression of interest in the position of Community Redevelopment Director as advertised in the Wall Street Journal. I am presently employed by the City of Pinellas Park as CRA Director at an annual salary of $50,000.00+. Prior to that I served as Economic Development Director for the City of Monroe, Michigan at $39,000.00 annually and prior to that Community Development Director, in Liberty New York at $25,000.00 annually. If I can provide additional information please feel free to call on me at home or in my office. I have .enclosed both numbers. -" ~~;,~ 1-> _ ., PETER F. GOZZA 3184 Wessex Way Clearwater, FL 34621 SUMMARY OF EXPERIENCE: II FLORIDA City of Pine lIas. Park since 1989'11 PLAN DEVELOPMENT .. Prepared request for proposal and arranged for the selection of the consulting firm used to prepare a thirty year development plan. . Made all presentations necessary to successfully walk the plan through the process of adoption. FINANCE . Established redevelopment trust fund and enjoyed a first year T.LF. capture of $166,000.00. . Using the Community Re-investment Act as an incentive made arrangements with three local banks to set aside $500,000.00+ for low interest loans to commercial property owners for exterior renovations. The interest rate in most cases is 95 % of prime. . Applied for and received $150,000.00 grant from the Department of Transportation. The money was used for landscaping improvements to 3 miles of roadway, converting an asphalt slab to a park like setting . . Investment in the redevelopment area exceeded $4,000,000.00 in the first 3.5 yrs. ECONOMIC DEVELOPI\1ENT . Testified, on behalf of the Florida Redevelopment Association, before the Senate Community Affairs Committee, State of Florida. . Serve on the board of the C.E.O. committee. A chamber initiative to retain existing, assist expanding and solicit new industry. (~. ~ .~' :.....,.,. '.~:> ::'.i::.', . . .- : '. ....' ," . ~; , ' ,e' 9," Peter F. Gozza 2 . Coordinated all facets of the community with the redevelopment effort bringing together residents, business leaders, arts groups, preservationists etc.. . Established a design review board made up of members of the design profession. The board serves as volunteers and has worked ex.tremely hard at establishing design guidelines for the redevelopment district. The board, initially perceived as another layer of government, has been well received by the development community and is now perceived as a way to protect investment. [I MICIDGAN City of Monroe 1986-1989 II ECONOMIC DEVELOPMENT . Administered the office of Economic Development for the City of Monroe. . Negotiated a joint development agreement with the Port of Monroe to develop a 60 acre parcel owned by the city containing a number of abandoned industrial buildings. The agreement required the port to provide $250,000.00 a year for 15 years in exchange for half ownership. The money was used for demolition. . Assembled a 305 acre mixed use development. . Assisted in the development of two marinas. . City's representative to the: Local Development Finance Authority, Downtown Development Authority, Historic District Committee, Port Authority. -- . ,,', ,'. Peter F. Gozza 3 FINANCEIDOWNTOWN DEVELOPMENT . Assisted two major corporate expansions by providing for and arranging the financing of the necessary public improvements. . Re-negotiated the sale price of the slow moving buildings, in many cases with absentee property owners. . Established a $200,000.00 loan fund for facade renovations. The fund was privately funded. II NEW YORK ~ II COMMUN1TY DEVELOPMENT . Three federal grant applications approved, all competitive, all 100% funded, which attracted $3,000,000.00 in private investment . Established two revolving loan funds used to assist new business startup. . Guided department head responses to community agency requests for services . Received and directed the resolution of problems and citizen complaints in the city managers absence. ~ EDUCATION . ~ . Graduate of the University of Miami, Coral Gables Florida with a BBA in finance. . Certificate in Economic Development AEDC. . University of South Florida Institute of Government Executive Fellows Program. ,,,,;t':i:-_.";' " PETER F. GOZZA REFERENCES PlNELLAS PARK REDEVELOPMRNT AGENCY William Mischler, Chairman 8155 57th St N. Pinellas Park FL 34621 (813)871-4045 WADE TRIM David Gildersleeve, President 4919 Memorial Hwy Suite 200 Tampa, FL 33634 (813)882-8366 PINELLAS PARK CHAMBER OF COMMERCE Rita G. Bott, Executive Vice President 5851 Park Blvd Pinellas Park, FL 34665 (813}S44-4777 CITY OF SAFETY HARBOR Ronald F. Pianta, Planning Director 750 Main Street Safety Harbor, FL 34695 (813)726-0780 SUN MEDIA LICENSING David B. Sutton, President 25 South Monroe St. Suite 205 Monroe, MI 48161 (813)242-6605 PINELLAS COUNTY Fred Marquis, County Administrator 315 Court St. Clearwater, FL 34616 (813)464-3485 CITY OF MONROE,T MI Samuel J. Mignano, Former Mayor 1002 East Third Street Monroe, MI 48161 (313)241-6250 ,l ','~\ ~_'.- . ~d :.'~ :~::~"'.\'r.~:-\ ';",.. . ..:' ',""''''- .... # ..+ " .... \:..' ':,.:....- ,-' '~., --.-......,. " ,"..... , "". '\ '" ,,,.. :--.....' -,-"",,-., '~I .~ ~~ . , --" fl' r . '. ~. I -_.--.-.~~ ~ ~ .- , "l~.;?-.., .--; , .-("\\ ..... -~ .-:' \. . ;;::: "':".!) . ......--"':... ....:::;... ~: ", ".//; --0"\ + .., " ......;:'; .. J : :', ,j" "~""IJ~j. C I T Y o F C L. EAR W A 'I' E R POST OFFICE BOX 4748 C LEA A W ATE R. F LOR IDA 3 4 6 1 8 ' 4 7 4 8 Human Rosources Oeparlmenl 462.6810 June 30, 1993 Mr. Alfred J. Holzman 1000 West Avenue. Suite 1125 Miami Beach. FL 33139. Dear Mr. Holzman: Thank you for your letter and resume in response to our recent advertisement for the posi tion uf Execu ti ve Di rector/Com muni ty Rcdeve lopme nt Age nc y, Your resume will be reviewed In <1 manner 10 be determined by the Community Redeve 10 pme nt Agency. As we placed <1ds in various pub I iCJtions and are acceptj ng resumes for the position through the ~nd of June. we do not anticipate this review process to be completed until the first week in July, \Ve do anticipate a number of responses Jnd ~xp~ct that the resume revIew process will result in narrowing the entire group of candid:.ltes to a smaller group of top candidates. "'\t that time. further review will occur with respect to the top candidates. As soon as pre Ii rni na ry re views ha ve been comp Ie t~d J nd decis ions nl3de. we w 111 3pprise you of the process and your standing <1t that time. Your interest in the position of Executive Director/Community Redevelopment Agency for the City of Clearwater IS appreciated. Sin cere I y . ,. ,_./ /./'" --- HML/dlf o ;:: " 'I i1' ::: m Cl ! tJ '/ me. ') I J,,::1 ;.,! f , r rn a I I 'J ~ ..\ c I Ion :: mol IJ y e r " ",;,1 ""',, ~~, ,t 1", ,',' I' " '",J ,\ ~f.~ .,,' f{ \ J ~ ,/'j', . ,~.{ '~, ' ALFRED J. HOLZMAN 1000 WBST AVENUE, SUITE 1125 MIAMI BEACH, FLORIDA 33139 ~;.;;'l 3 a 1993 (305) 6n-SOO7 June. 25, 1993 Human Resources Director City of Clearwater Post Office Box 4748 Clearwater, Florida 34618-4748 Dear Human Resource Director: In response to your recent advertisement, I am enclosing a back- ground summary, in application for the position you have available as Executive Director, Community Redevelopment Agency. It is with great interest that I apply for this position, because I am Quite familiar with downtown Clear\'/ater. My first visit was many years ago \'ihen I was a final ist for a downtown redevelopment directorship position. I have seen many changes in the core center and surrounding areas since that time. An agressive program under a progressive and dedicated CRA Board, with downto\'/n stakeholder support, can make a difference. I can help. As an update to the resume, you should know that I presently serve as Consultant to three not-for-profit economic development corpor- ations which operate within the city of North Miami. They are: Downto'iln North Miami Business Association; Greater Biscayne Boul- evard Business Association and Greater Northwest Seventh Avenue Improvement Association. These groups function with voluntary boards of director, are start- up operations, and to all of them, I provide advice, direction, leadership, and carry out their programs, projects and day to day administrative needs. I have served as a consultant since 1986, and as a self-employed professional executive recruiter since 1987, under the name Summit Executive Search Consultants, Inc. My Florida experience has been in Miami Beach, North Miami, Town of Davie, Hallandale, Dade County, etc. I am thoroughly familiar with Florida Community Redevelopment Agency law, under Section 163. As CEO, I have undertaken nearly every facet of urban/community- downtown-economic development, including property acquisition, disposition, rehabilitation, administering a downtown commercial loan program, finance, real estate, special events, communications, strategic planning, consensus building, and quite importantly the recruitment of business to downtown. My strengths in this realm include marketing, real estate, finance, deal-making, and, because of my own family history, knowing how retailers think, and, how retailing works. -: ~ :,t'~"r, j i':' "., ",. 'J-. ~ '::. .-f.- .. l'\'r-., While I have been self-employed, earnings have varied but have been in the Fifties. My last two salaried positions paid $48,000 and $52,000. References are attached. P lease note the Downtown Idea Exchange article about my thoughts on key qualifications and skills for a downtown executive. I am a candidate with considerable experience who has been away for a few years, and now \~ishes to return to a full time directorship. I am recently married. My wife is an Architect. We have no child- ren. Relocation will be relatively easy. I look forward to an invitation to further present my qualifications to you and key Agency members. . I may be reached at my office telephone, 672-5008, during the day. Very truly yours, ~ 8./~"'- I .? ; .. j., .,,' ,,'. "',,,- . . . ....,.,;'''...;.... ':.;C"':".\b" REFERENCES FOR ALFRED J. HOLZMAN Guy C. Fraker Attorney at Law 308 East Washington Street Bloomington, Illinois 309/828-4311 (Former President, Bloomington Unlimited, Inc.) Jerry Gummere Chairman of the Board Peoples Bank of Bloomington 126 North Center Street Bloomington, Ilinois 309/828-5211 (Former President, Bloomington Unlimited, Inc.) Jerome McClain Vice President & Dir. of Community Affairs Society National Bank 127 Public Square Cleveland, Ohio 216/622-8270 (Former President, Hist. Warehouse Dist. Devel. Corp.) Laurence A. Alexander Consulant & Publisher Alexander Research & Communications, Inc. 215 Park Avenue South New York, New York 212/228-0246 (Publisher, Downtown Idea Exchange) Al Griffin Grif's Western 6450 Orange Drive Davie, Florida 305/949-1943 (Former President, Downtown Davie Development, Inc.) ~1ike Viny The DaIad Group 6200 Rockside Woods Boulevard Independence, Ohio 216/447-0070 (Major developer, Hist. Warehouse Dist., Cleveland) ~~'f'''''''. ,. .".. ' .' . ,. ..c .. 'Alfred J.Holzman 1000 West Avenue, Suite 1125. Miami Beach, Florida 33139 Home: 305/672-5007 Office: 305/672-5008 ~rience CONSULTANT, Miami Bench, Florida (1986. Present) Contracted with the City of Miami Beach to organize and manage its Lincoln Road Manar;ement Program, an effort to spearhead central business district revitalization, including an eight-block outdoor pedestrian shopping mall. Initiated business recruitment. Compiled vacancy data. Conceived and directed successful festival. Coordinated special events. Formed not-for-profit development corporation to sllcceed city-sponsored program. Wrote by-laws. Guided process toward implementation. Selected by the Town of Davie, Florida, to organize a private sector effort for downtown revitalization and economic development. Identified leadership. 110tivation and consensus evolved through multiple meetings. Not-for-profit downtown development association established. Developed by-laws, goals and objectives, work program, committees, budget and menlbership recruiting strategy. Provided on-going services to Downtown Davie Development, Inc. with guidance, advice, leadership and program implementation. Retained by Greater Miami United, Inc. to evaluate overall perfonnance and delivery of services of five community development corporations (CDC) engaged in commercial revita.lization. Research, site visits culnlinated in fomlal reports. Provided technical assistance. Conceived and conducted successful one-day workshop for CDC directors and board members entitled: CDC Management: Principles and Practices. Topics included basic principles of association management, roles of executive director and board, developing leadership, goal setting, newsletter writing and publishing, fmance. membership marketing and services. Serve a variety of clients located throughout Dade and Broward Counties, Florida. Historic Warehouse District Development Corporation, Cleveland, Ohio EXECUTIVE DIRECTOR (1985) Administrator of fony acre historic district within downtown Cleveland comprised of large warehouse buildings. many with unique features, and designated as landmark status. Worked with consultant and stakeholders in preparation of Streetscape Plan and its implementation by the City of Cleveland. Coordinated all facets of operation of 260-membcr association. Staff for Design Review, Finance, Marketing and Membership Committees. Emphasis on communication and improvelnent of image through newsletters, descriptive brochures and public speaking. Re-wrote Corporate By-Laws. Developed contacts with prospective tenants and investors. Bloomington Unlimited, Inc., Bloomington, illinois EXECUTIVE VICE PRESIDENT (1976-198.'5) Chief Executive Officer of private, not-for-profit downtown development corporation. Major responsibilities include9 the attraction of new business to the central business district, as \vell as planning and development activities. Secured ove.r 90 conunercial and retail tenants, including dnlg chain store, major restaurant, and office users. Handled marketing, promotion and applicant processing for unique, successful, public-private Downtown Comnlercial Rehabilitation Loan Fund. Increased association membership from 95 to 225. Improved membership services and communications. Established bi-monthly newsletter. lnitiated annual downtown achievement awards to recognize notable accomplishments. Spoke at various local~ statewide and national meetings. EarlieLEx-I1.enence City of Newbw1J, New York DIRECTOR OF COMMUNITY DEVELOPMENT Administered Community Development Block Grant Program funded at $4.2 million. Coordinated staff of 15. Completed projects included street improvements, planning and construction of parks, playgrounds, historic restoration, neighborhood rehabilitation planning, major downtown waterfront restoration, transpoffi1.tion study, water treatment facility iInprovements, Section 8 housing prograru and central business district revitalization. CONSULTANT, Miami, Florida Housing, Urban Renewal, Community Development and Human Resources Consultant to a number of well-known public and private sector clients in Florida, Maryland and Washington, D.C. Assignments included housing, relocation and community development studies, market analyses and feasibility studies. Metropolitan Dade County, Miami, Florida ASSISTANT DmECTOR FOR URBAN DEVELOPl\ffiNT Responsible for overall adnunistration of operations of eight Neighborhood Development Programs throughout Dade County. Staff of 170; budget of $13 million. New Kensington Redevelopment Authority, New Kensington, Pennsylvania EXECUTIVE DIRECTOR Overall administrator of three redevelopment projects. Secured developer and major anchor tenant for downtown shopping center. Rome Urban Renewal Agency, Rome, New York EXECUTIVE DIRECTOR Administrator of urban renewal project for redevelopment of the central business district Poughkoopsie Urban Renewal Agency, Poughkeepsie, New York RELOCATION DffiECTOR Responsible for relocation of 180 fanlilies and 20 businesses. Education ~l1aster of Public Administration, New York University Major: Urban Renewal and Housing Bachelor of Arts, Queens College, Flushing, New York Major: Political Science; Minor: Economics and Sociology Affiliations Past President/Founder, Illinois Downtown Development Association Member, National Association of Housing and Redevelopment Officials References Furnished upon request '....;l . Dow'ntown Idea Exchange ,::,:"~:::"':~'. ::"'<" :.:"<" , ',,' ':" :...'?'.~;. -:' .' '. :. ':.. . ..... . . ..:..... ..:~<O ','. .'<: ..:.:-.::.......-: ',::', ":.':; ;,., Essential Information for Downtown Revitalization Volume 37, Number 22 November 15, 1990 Get The Right Downtown Executive: Key Skills And Qualifications Needed Essential qualific'iHions for top notch downtown executives include many things from strong technical skills to personrll ethics. The latter point is most commonly over- looked by downtown groups. A downtown or- ganization, unless fllnd~d totally by public funds, is a non-profit. So, an essential criterion is that good downtown executives know thc dowlltowll developmcnt processes and proce- dures alld basic associwioll /1lmzogemenl. Because one of the vital jobs for any down- town association is hiring its executive director, Downtowllldea Exchange commissioncd Alfred 1. Holzman to tell what arc the prime qualifica- tions of job candidates. I Iolzman, himself an experienced downtown cxecutive and all execu- tive search consultant, distills his experience, focusing 011 these essential job requirements, Related to thc above, executive directors must know about membership. There me two facets here. One is membership planning and the other is developmel1l. Executivc directors must know both. They must be able to develop membership plans and strategies for their mem- bership COl11l11illees. Executive directors must not be engaged in soliciting memberships as part of their job. It's too time consuming and is an improper role. This is the role of the mem- bers, Le. the board and membership committee. Executive directors should give administrative support to the effort. First and foremost. there are two criteria... technical abilities andfl'f. \Vill the executive "fit" with the community and the naturc and style of the membership and board? Does the candidate know about the mechanics and various facets of down- town development? Does the executive know about the basics of not-far-profit association man- agement including budgeting, finance, member- ship, working with boards and volullteers, etc.? Another necessary quali ty is leadership. The board expects rind needs it. Executive directors DOVJNTOWN EXECUTIVE SUMMARY Keys to downtown success arc a good organization and a solid cxcc/lli~'e to run ic. Essen- tial qualities of cxcellentdowl1l0wn executives include: technical abilities, "fit", knowledge of the downtown process, basic management ski lis, abi lity to work \vith others, leadcrshi p, tenacity, kno\vledge of how to identify with stakeholders, consensus building skills. In addition, gOf)d downtown executives need to understand finance, marketing, planning and development (p.l)... Ivlodel downtown executive Job Description covers the essentials of the job (p.2)... Is there a department store in downtown's future? This Analysis oLltlines the problems and opportunities in the department store world (p.3) Parking Idea Exchange: the value of a parking space; free validation; development news frol11 all over (p.6) Downtown Idea Exchange: trolleys start to roll downtown; downtown office center tops oul~ Wal,.l\:1art rolls over downtown and the city; making downtown the focal point of community economic development (p.?). IQ 1990 Alexander Research & CommunicalioflS. Inc. Ml righls reserved. f -. . . ----.----. .~---------- --. .- --- --.--.----"---...-..--- ._--~_._-----,-_._-------_.- ...... - ------...-. - -- ~---~-._. --... . - . \ ----- ---- .". - --------------..--------------------...--------------j November 15, 1990 must be the spokespersons for their groups unless other arrangements arc made in advance. They must be good speakers and mixers at all levels. They must also be motivators to provide leader- ship in advising their boards on policy. It is important that execlltive directors fully carry out the policy of the association, whatever the policy, once it is set forth by their board. I t is the board's association, not the executive directors', but they must be the official standard bearers. Executive directors must identify with stake- holders (merchants, property owners, city and county government, chamber and other users). Good downtown executive directors must know how to play them, must know how they think, must in a short time know names, businesses and how to use them to advantage when neces- sary - this is ultra impoI1ant. Linked closely to s~akeholders is the key qualification of consensus building. Executive directors must be able to get support for pro- grams and policies from their boards and down- town communities. In turn, that COllsenSlIS strengthens the executive directors' position. This must be worked at constantly to get more out of the b031'd and members. This is a linkage to membership. ConsenslIs building, leadership and identification with stakeholders all mean payoffs in membership building and retention. It makes belonging more justifiable. Finance: Exccutive directors should b~ good money managers \\lho know budgets. This is important even when funning a district where a certain atnount of money is guaranteed. /\11 arketing: Executive directors should know publicity, PR, advertising and special events. They should know how to write news releases. They should use key words and good grammar. They should be experienced in newsletter writing, and their newsletters should cover items that the local newspaper does not. They should have a personal touch. They should reflect the fact that the downtown organization knows what is hap- pening better than anyone else. 2 Downtown Idea Exchange Plallning and develop/llent: Executive di- rectors should know about downtown planning. They should know about downtown economics, trends, markets, etc. They should be in a posi- tion to educate their boards. A key qualification for downtown executive directors is tenacity. The job requires spunk and constant effort to get things done despite adver- sity. Another is thinking of the effort as Clwetl rater than ClI/' the point being that the executive director works for the organization and it de- serves credit rather th an the person. Exccuti ve directors should be above re- proach in ethics. They are a ref1ection of the or- ganizal ion they represent. All of these are important attributes to look for when choosing someone who can get the job done for your clown town association. Tht:se ideas are c~lrcflllly worked out in the following model job description. Job Description And Qualifications Executive VIce President Of A Downtown Assoclation Operation of a well-rounded, fully effective downtown program will require an executive vice president \vho can function effectively in the following areas: 1. Gcneral administration and budgct 111:1/1- agcll1cl1t. The executive vice president should be experienced in s~tting up the overall program and objectives for the organization. He should know something about office management budg- eting, and management of the budget. 2. i\1em bershi p and finance. The execu- tive vice president should understand the na- ture of organizations financed by voluntary membership dues. Previous experience in fund- raising will be helpful. Membership renewal and recruitment is a continuing responsibility of the executive vice president. It will be his responsibility to plan and organize effective membership programs. ----"' iI' _.~ .;-..! _._I_-'..--.-'......---~._.- ~___~__ _._ --. p~- ~ ---. .-.., ~._._.._.~--_... ..."..-~,~_.._-~ ~_._----------~--~---------- 3. Markcting. This includcs publicity, pub- lic rclations, advertising and special events. The executive vice president should know how to write news releases and have a working knowl- edge of all phases of public relations and adver- tising. He should be expcricnced in working with news and advertising mcdia. Local experi- cnce of this sort is helpful, but not a nccessity. The executive vice president should be particu'- larly a ware of the importance of good i nterna I communication within his own organization. The importance of kceping thc mcmbership ade- quately informed of evcry significant develop- men t cannot be overcmphasized. 4. Planning and dcveloprnen t. The execu- tive vice presidcnt should be knowledgeable about a wide range of currcnt, expert thinking about dO\l,'lltown planning. If th~ applicant docs not have this knowledge. he should have the po. tcntial to do the research and gct it althe earliest possible date. He should be conversant about real estate and property valucs, land use and markctabi lity and the general economics of down town development. He should reai ize that all decisions on downtown development are in- vestment decisions. and that accordingly any \vorkablc plan will be thoroughly grounded in prnct ical economics. If dcvelopment and rc<.\cvc lopillcn tis a seri- ous i ntcn t of the progra 111. tlte app I icant should be aware that he may be working on a total approach that would involve planning and de- sign, economics and traffic-parking-transit. In addition, the executive should be familiar with nil federal, state and local programs. He also should be capable of staying lip to date with the latest developments ill t'lese programs and with new programs which arc created. 5. Community organization and resources. The executive vice president should be familiar with a wiele range of civic and business organiza- tions and resources that can help gellhe job done downtown. He should know how to organize effective committees. Hc should be familiar with the functions of local, state and federal govern- ment that nffect his work. He should be particu- larly fnmiliar with every level and function of local government and be able to form an effective working relationship with both city council and the top administrative personnel. Alfred J. Holzman. President. Summit Executive Search ConsultanLc;.lnc.. 420 Lincoln Road - Suite 437. Miami Beach. FL 33139. Phone (305) 672-5008. CBD Analysis by Laurence A. Alexander Any Future For Downtown Department Stores? Clearly, there will be some strong down town department store cities but also some that will lose out. Overall, however, the ability of down- towns to recruit or retain dcpnrtlllcnt stores de- pends not just on the dynamics of downtowns. but at least as much on the internal dynamics of departmcnt stores themselves. Strong insights into this segment of retail- ing were generated by Alan C. Billingsley. I-lis report on "Department Store Trends" ran in the Summer, 1990 issuc of Quarterly Review pub- lished by Economic Research Associates. Billingslcyexplains: The department storc industry has just expcri- It should be recognized that implementing enced a wrenching decade of change, and plans is at least as hard as getting thcm pre- further changes are in store for the 1990s. pared. Bringing about implementation is a \Vith major national expansions of numerous prime function of the downtown organization. powerfu.l department store operators in the The executive vice president who has most of 1980s; increasing competition from discount, the skills and knowledge outlined in pa.rt five off-price and specialty stores; and the pro- I _~o How ~ g, can, be mosthe I ~~UI,in thi~ r~spec:__________,_ jected ~ at Ie 1~~lg : f growth of reta i~ sal~~~=-J November 15, 1990 Downlown Idea Exctlange 3 . . -Q' ~":"':_,.~ '>i'I;;;,,:,\y :;J:~:';;>':~',:;~:~':':;<:~; ,C,'"" "..'.;:J',~,::,::. "_::/.;\:,_,;::~f{,:;.':'.'.'~\.,.. .~:~l'",'::', ,'. ";',:,~;i~,\.,{ -:<~,....'; "(';' . .,...[-;'":1..:"....",1::':1- .f'\.j~ 'J;;":l-.l~ ~ ~. ;t :,:";,-, t:-., >~,~~;.';;'~,.L" ;",,' , I ( c,_ r:j'rit~, :~,.. MEMORANDUM ; ') 1\"IViI to: . \' Ll j i! .1'.J~'lli, "'p'-~'" I~ .':u=:'l TO: Community Redevelopment Agency Michael ~t, City Manager Cyndie Goudeau, City Clerk Date AUG 2 4 1993 CITY CLfkr\ FROM: COPIES: SUBJECT: Community Development Corporation Preliminary Concept DATE: August 23, 1993 Attached are revisions to the Community Development Corporation Preliminary Concept. It will be part of the August 30, 1993 CRAmeeting. ;.'::~';' -.'", . \'. :.~. \ . t.... .' '., '. ",.', o'! :~\r~("" :.' .\ ....,o' I::','" {'.......\:,;.....\..., '.~. ',"\ .':.' 1,'.'...\'.'..,,"..' . ~ I \ . . "". . . " . . \ I I \ / . " . .. '1" . I . / "1 .' / .' \ '", : .:..~.' .',:," ...., . . ,. /... \. ':.',..." '.. . .',11':: "I '. (\",'>,: ,I ....', ,'. ,j\ ,'. '.. ',.' ';' ~ ',\ ..' " ' '. /':-.: ,'. ." ., -, \' ~ ~oI' " '\, ',"1' " ~'\:--" ",'. 1.'J / ,..,t~. . '.' .;.i,.-,\' ~/ ."\.'~ ~,"-,- "//',./ ~ , 1~ ..' . f.,', .,,:. \,1 ,r I/,~' \ .' . ..'- I'''~ ..,. ,0 ~\'. ~ I \ I..........., ,\, '.,", I Emphasis will be placed on encouraging neighborhood retail establishments to serve new housing, on promoting specialty retail establishments that take advantage of neighborhood markets, culture and interests, and on light manufacturing and assembly uses to provide service area jobs. The recreational advantages of the area, specifically the Pinellas Trail and Jack Russell Stadium, will be used as magnets for retail development. COMMUNITY DEVELOPMENT CORPORATION - PRELIMINARY CONCEPT - FOCUS: The CDC service area will be the same as the existing City of Clearwater Enterprise Zone. This area includes overlapping subareas within the Downtown Clearw_ater Community Redevelopment Area and the Clearwater Neighborhood Housing Services service area which are part of the Enterprise Zone area. Existing and proposed zoning studies, specifically the North Fort Harrison/North Myrtle Avenue Zoning Study, Downtown Clearwater "Periphery Plan" and the proposed North Greenwood Zoning Study, will be implemented in support of CDC objectives. Increased police presence, as programmed in the City's FY 93/94 budget, will be continued to increase the desirability of the area from both residential and business perspectives. Existing City and public and private agency housing efforts will be continued and expanded. MISSION STATEMENT: GOALS AND OBJECTIVES: To be developed as component of Three Year Plan required for Planning Grant by Executive Director of the Community Redevelopment Agency in conjunction with the City Commission and the CDC Board of Directors. Must be measurable and objective. Must be elected by members of the CDC (open to all residents of the area; membership to be determined by holding a general membership meeting and having interested, eligible participants complete notarized residency forms), except for one member who is a gubernatorial appointee. Election should occur after a nomination caucus noticed for all COC general members. Advertising and election to be handled through the City Clerk's office. CDC - Preliminary Concept Page 2 BOARD OF DIRECTORS: ARTICLES OF INCORPORATION, BYLAWS: To be developed by the City Attorney's office in accordance with statutory requirements. GENERALIZED/CONCEPTUAL THREE YEAR PLAN: YEAR ONE: Program planning and development. State COC planning grant to be obtained. North Greenwood Zoning Study to be completed as component of plan. Facade improvement program along North Greenwood Avenue to be initiated. Marketing of portions of the area as specialty retail to be initiated. Completion of mixed use zoning (the new high density residential/"high tech" manufacturing zoning district called for in the Downtown Clearwater "Periphery Plan") for portions of the area. Marketing of portions of the area for light manufacturing/assembly uses to be initiated. Market study to determine neighborhood retail needs and opportunities to be initiated. Funding for revolving fund to be determined. Funding for business incubator project to be determined and plans made for implementation, if found to be feasible. YEAR TWO: Loan program to be initiated, and loan committee established. State COC administrative grant for year three to be prepared and obtained. Marketing efforts to continue. Capital improvements and housing efforts implementing the zoning studies initiated. YEAR THREE: Loan program to be continued. Marketing efforts to continue. Capital improvements and housing efforts implementing the zoning studies to be continued. ACTIVITIES AND BUDGET: To be developed as components of the Three Year Plan. ,I . , , .;" " \ 1" 1: I I' ' tl ,', j , ,1~ I \ \1, \ 1 I \" 'I I J \ ~. . 1\ j'.' \, I, ! \ > .' / \ ,\ t ' 1. II COMMUNITY DEVELOPMENT CORPORATION - STEPS INVOLVED IN IMPLEMENTATION - STEP 1 STEP 2 STEP 3 STEP 4 STEP 5 STEP 6 STEP 7 STEP 8 - STEPS ESTABLISH ELIGIBLE SERVICE AREA - EXISTING CITY OF CLEARWATER ENTERPRISE ZONE - AND GENERATE DISTRESS FORMULA THRESHOLD CRITERIA. FORM CDC - PREPARE DOCUMENTS OF INCORPORATION FOR THE COMMUNITY DEVELOPMENT CORPORATION - A NONPROFIT CORPORATION UNDER CHAPTER 617, FS, AND SECTION 290.033(2), FS. DETERMINE CDC MEMBERSHIP BY HOLDING A GENERAL MEMBERSHIP MEETING TO "SIGN UP" CDC MEMBERS BY HAVING INTERESTED, ELIGIBLE PARTICIPANTS COMPLETE NOTARIZED RESIDENCY FORMS. ESTABLISH CDC BOARD OF DIRECTORS THROUGH NOMINATION CAUCUS AND ELECTION BY CDC GENERAL MEMBERS; ONE BOARD MEMBER MUST BE APPOINTED BY THE GOVERNOR FROM NOMINEES GIVEN TO HIM. ELECTION MUST BE WIDELY PUBLICIZED. PREPARE PLANNING GRANT APPLICATION, INCLUDING: ~ DOCUMENTS CREATING THE CDC ~ CDC EXECUTIVE DIRECTOR AND STAFF QUALlFICA TIONS ~ LIST OF BOARD OF DIRECTORS ... THREE YEAR PLAN ... THREE YEAR PROJECTION OF ACTIVITIES ... PROGRAM BUDGET ... ADMINISTRATIVE FUNDS (FROM NON-GRANT SOURCES) . ADMINISTER PLANNING GRANT. PREPARE ADMINISTRATIVE GRANT APPLICATION, INCLUDING: .. DOCUMENTS CREATING THE CDC ... CDC EXECUTIVE DIRECTOR AND STAFF QUALlFICA TIONS ... LIST OF BOARD OF DIRECTORS .. THREE YEAR PLAN, INCLUDING INTENT TO PARTICIPATE IN DIRECT OR GUARANTY LOAN PROGRAMS ... THREE YEAR PROJECTION OF ACTIVITIES ... PROGRAM BUDGET ... ADMINISTRATIVE FUNDS (FROM NON-GRANT SOURCES) ... VENTURE FUNDS (SPECIFICALLY, THE CDC'S DIRECT FINANCIAL PARTICIPATION IN REVENUE GENERATING, JOB PRODUCING BUSINESS VENTURES). ADMINISTER/MONITOR ADMINISTRATIVE GRANT AND RELATED LOAN PROGRAMS. NOTE: SPECIFIC CITY COMMISSION WORK PROGRAM REVIEW DATES ARE HIGHLIGHTED. DATES ocrOBEft'A.:; :. .-:.. .;..::..:...... .........;..::.:...1. :tSS$.................. pcrp~.Etf4; J:flS3................. OCtO:SEf{>::1}3} }99S................. ... CAUCUS - OCTOBER, 1993 :~::Ett:CtI:ON R~$I1L.TS"~' N..o)1l:M f3.E8:.2:2,' :tfl93......... . ......... ... PREPARATION - NOVEMBER, 1993 THROUGH FEBRUARY, 1994 :~;$UBMIT FEBRU:ARY7-: .. . ....~ .. . :. .. . ~~ ~~ ~t:99i.f""" .. .. 1994 - 1995 ...PREPARATION - NOVEMBER, 1994 THROUGH FEBRUARY, 1995 ~ SUBMIT PRIOR TO MARCH, 1995 1995 - 1996