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Home My WebLink AboutItem 21 Budget Committee Appointments AGENDA ITEM SUMMARY SPRINGFIELD Meetiog Date: Meeting Type: Departmeot: Staff Cootact: Phooe No.: Estimated Time: January 22, 2008 Regular Meeting Finance Bob BrewfJ? 726-3698 5 minutes CITY COUNCIL ITEM TITLE: BUDGET COMMITTEE APPOINTMENTS ACTION REQUESTED: Appoint / Not appoint Jeff Morris to the Ward 1 Budget Committee position with a term expiring December 31,2010. Appoint / Not appoint Daniel Bowie to the Ward 5 Budget Committee position with a term expiring December 31, 2009. ISSUE STATEMENT: The Budget Committee has a vacancy in Ward 1 due to the December 31, 2007 term expiration of Darnell Manning. The person appointed to the Ward 1 position will serve a three year term that will expire on December 31,2010. Jeff Morris has interviewed for this position. The Budget Committee also has a vacancy in Ward 5 due to the resignation of Diana Garcia. The person appointed will serve the remainder of Ms. Garcia's term which will expire on December 31,2009. Daniel Bowie has interviewed for this position. ATTACHMENTS: Attachment A: Application of Jeff Morris Attachment B: Application of Daniel Bowie DISCUSSION: Interviews of Jeff Morris and Daniel Bowie were conducted by the City Council on January 14,2008. The candidates selected by council to serve as members of the Budget Committee for Wards 1 and 5 must be appointed to the positions and their appointments ratified. APPLICA TION fvLL( ft ' l--- ~-o ~ fora City of Springfield Citizen Advisory Board / Commission / Committee City Manager's Office 225 Fifth Street Springfield, OR 97477 (541) 726-3700 Please print or type: Board I Commission I Committee applying for. Iication must be compl ed for each board I commission I committee) Name: je f.;f First T Middle initial yV\O'("{IS Last Home address: -5 qo $'co-H-s G / e.n Street Day phone: ( 5. ~ I) s- I ~ -' 3 ~ :1 ~ Dr"" S{~I(l(.rr,~) d DR. Evening phone: (S "{ I) ~, ~ - 3 (;,)~ 97'-177 lip Do you live within the Springfield city limits? ~ Yes = If yes, how long? '~'1,..$ o No = If,no, do you live inside Springfield's urban growth boundary? DYes ONo Ward number (city residents only):~ Are you a Springfield property owner? DYes ~ No:r O!IJt1 4 m~"'IA+"ld-wed ht'mc:., bv+ h 0 + ~ 'G",d t+- S/+s on Are you a Springfield business owner? DYes ~ No Are y,ou a registered voter? ~ Yes o No Occupation: COjfl'jfI14YH.C. 4 R l!or o-Jr"e.(" Place of employment: OT~OY'1 (om"" Llnr~ C<<.dJ U", IcY! Business address: ~ S<BO Ch'id Df" S~j~ne.OR. Cfil..fOcg Education: BS,n Buslne~S Admlf\'<::;m.f..Jrx)/~II"~t'lCi&'/ ,+1a,..,yVl'\U1+ a+ Orc-.jO'f'l S;-k+c. L.{ r\ \ 1IGr"S I ~ , (Over, please) d Attachment A - Page f ~ ~ APPLlCA TlON for a City of Springfield Citizen Advisory Board / Commission / Committee . Page 2 Pfease print or type: 1. What experience I training / qualifications do you have for this particular board I commission / committee? So!.~ M-<::ii:kr/ 2. lNhat specific contribution do you hope to make? SQe.. MG;d..~d 3. Briefly describe your involvement in relevant community groups and activities. (Lack of previous involvement will not necessarily disqualify you from consideration.) &e. ~1t4~~ 4, What community topics concem you that relate to this board I commission I committee? Why do you want to become a member? ' . :SP~ ~~.(j,.,~A 5. Most boards I commissions i committees meet monthly, Subcommittees may meet more frequently. Meetings generally last one and one-half hours. It is highly recommended you attend a meeting before submftting the application~ Check the times when you could attend meetings. . ~ Early moming (6:30-8:30 am) t8" Noontime (noon-1 :30 pm) ~ Late aftemoon (4-6 pm) rg- Evenings (~ q vY'c:>""*,, of ~5 h... .-h-+. l:7"l"\ J 6. How did you hear about this vacancy? ~ Newspaper ad 0 Newspaper article U Radio/TV o Mail notice o Other n Word of mouth o Board / commission / committee memper ~~ - Applicant's signature '31 ~c~~ ;L007 Date ~ Returlll this appiication to the City Manager's Office, 225 Fifth Street, Springfield, o.R 97477 For more information please call the City Manager's Office at 726-3700 Attachment A - Page 2 , ft Printed on recycled paper "I Spn"ngfield Budget Committee Application: Jeff Moms Application questions 1. What experience/trGjning/qualifieations do you have for this partiOJlar board/commission/committee? As Compliance & Risk Officer at Oregon Community Credit Union, I have been responsible for auditing credit union operations for compliance with federal, state, and local law; coordinating internal audits with the credit union's internal audit firm; coordinating annual external aUditS with the credit union's external audit firm; assisting with the creation of the credit union's annual budget; and creating policies and procedures implementing dedit union, compliance with various laws. .. In addition, as noted on my application, my degree is in Business Administration with and emphasis on Financial Management. This is not specifically related to managing a financial institution, but managing a financial plan whether it be for a financial institution or an individual. 2. What specific contribution do you hope to make? As a long time resident of Springfield, I have an interest in helping it continue to be not only a great place to live, but also a fiscally responsible place live. 3. Briefly describe your involvement in relevant community groups and activities. Prior to my deployment to Afghanistan with the Navy Reserve, volunteered with Springfield/Eugene Habitat for Humanity both in construction projects and as a member of me Family Selection Committee. After taking three months to fully acdimated back to life as I knew it before my deployment, I will be resuming volunteer work wim Habitat. 4. What community topics concern you that relate to the board/commission/committee? Why do you want to become a member? Obviously, the main community topic of concern relating to this committee is whether or not the city's annual budget provides for the needs of its residents, while maintaining fiscal constraint. I would like to become a member of the Budget Committee, because I feel I would like to give back some thing to the community I live in. As a member of the Budget Committee, I can use the experience and knowledge that I have gained to directly benefit my community by helping the city provide for the needs of its residents through thoughtful spending and use of its resources. Attachment A - Page 3 Springfield Budget Committee Application: Jeff Morris Questions for the Budget Committee Applicant 1. Please discuss why you are interested in serving on the Oty'sBudget Committee. As a resident of Springfield, I feel that it is the duty of all city residents to give something back to their community. Some can do this through monetary donation to various philanthropic organizations or by volunteering with various non profit or:ganizations. However, to truly give bade to your community, you should spend some time directly involved in the operation of the community. For me this would be by volonteering to serve on the City's Budget Committee. ' 2. What are your time commitments and availability, which may affect service on the Budget Committee? My normal work hours, at the credit union are from 0830 to 1530 Monday through Friday with a one hour lunch period. However, given advanced notice, I am generally able to adjust those hours on a periodic basis. I am free most early mornings and evenings. In addition, I am not available from Friday afternoon through Sunday evening one weekend per month and for two weeks each federal fiscal year in order to fulfill my Navy Reserve duties. 3. Do you have any experience related to munidpal finance or other public sector budgeting? Please discuss. I do not have any experience related to municipal finance or'other public sector budgeting. However, as noted in my application, I do have some experience with private sector finance and budgeting. In addition, I am a adept at quickly learning things and applying what I have learned to real world situations. Attachment A - Page 4 , APPLICA TION fora City of Springfield Citizen Advisory Board / Commission / Committee OED 1 7 2007 City Manager's Office 225 Fifth Street Springfield, OR 97477 (541) 726-3700 Please print or type: Board / Commission / Committee applying fer. R b G - - r ' '-<".,-:"- r-: 11-1::: 1 ' OM M 1 ( C&= (A separate application must. be completed for eaCh board I ccmmission I ccmmitt!le) Name: UPtJJ.Ir==.L First .5 RtJw IE. Last Middle initial Home address: 11-/ 'I to GL ft<? j E R <5 T Street Day phone: 7 t../ / - ,'Ill r; 9 Evening phone: sPFLp City 5/7-51/d.- q \IRS / 97if78 Zip Do you live within the Springfield city limits? [] Yes ~ If yes, how long? o No ~ If no, do you live inside Springfield's urban growth boundary? Dyes o No Ward number (city residents only): 5 Are you a Springfield property owner? fa Yes '0 No Are you a Springfield business owner? 'RT Yes o No Are you a registered voter? ~Yes D No Occupation: B) "'2. DWNER. 6ruu? Education: ~{j ME L (") I t E b E ,9 vQ s+ I (Over, please) Attachment B - Page 1 ~ ~ 'APPLlCA TlON for a City of Springfield Citizen Advisory Board / Commission / Commfttee .. Page 2 Please print or type: 1, What experience / training / qualifications do you have for this particular board I commission I committee? .it L3>U~l ^~E!..S~ f)(>>AlIER,2-W{) pr/(9R. TE:.R../VlS uN IttE. sPRtAll,rlEL\)' ~u{DGc:( CDMMIT/EE 2. What specific contribution do you hope to make? / D Pre.T/ '!! Lf- E N~ ~ ~ C (!) ~ A.I e. I ~ // ~,(./) NlI--r7'Cf= It/!. e Nt r~ER.. r:: ())~ Mu /)) ~ I LS ~J.:=:; .PrAlL) prIori (I t 2/ ~ Tflc tJ.LI 'o~J4~M Or- ~/A_Aij) '> ji-lf}l ARe ;4-V;Q-/ L /i-rz;LE J 3. Briefly describe your involvement in relevant community groups and activities. (Lack of previous involvement will not necessarily disqualify you from consideration.) r H-f:l N\ \3 F ~ r0 P ('1') AI1N1 ef2..LE.. ,M ~B C K / 13 L I J E- 1<.1 M 3()A/ Fft))EL -FI~E u/$Tr/e-~ R(J~)J1JfESS NcTWDKK.I^/~:r;;i; M-~;;'~E;?l ,spr!: \) 0,1..t \:) G ~ (DiVL'N1 J -neE - ~ I'fEPM $, P()llcE AUfuEN<j 4, What community topics concem you that relate to this board / commission / committee? Why do you want to become a member? rj/Jp: t=Y;4J-1\pL-G. IS -rH-c GftsrAX,ISTHE ('(LrrE;./Tr4x R.:47E E N/)tJ (-,1-1 TO ;::11 LL L/ rU Ai i'" THE. ((tJAh 7=-/ J. IV D F LJ r /1/0 w cj I?.. ' - I / It/TtJ T4E' F{ATr...). Ie ... -r 13F! IE VE. L ciA-Ai BE ~ 019<. il7 vtE 1A/;:::Lu$.lC;= ON Ttt 1 5 C-O I'-/l f-A J -;leE., I 5. Most boards I commissions I committees meet monthly. Subcommittees may meet more frequently. Meetings generally last one and one-half hours. It is highly recommended you attend a meeting before submitting the application. Chec~ the times when you could attend meetings, ~ Early morning (6:30-8:30 am) 0 Noontime (noon-1 :30 pm) M Late afternoon (4-6 pm) CR Evenings 6. How did you hear about this vacancy? o Newspaper ad 0 Newspaper article 0 RadioiTV 0 Mail notice 0 Word of mouth ~ Board I commission / committee member 0 Other ~AI1'AIJA ~ Applicant's signature . 'J:x~r~ /0 800 7 Date ~ Return this application to the City Manager's Office, 225 Fifth Street, Springfield, OR 97477 For more information please call the City Manager's Office at 726-3700 .. Printed on recycled PQper ~., Attachment B - Page 2 Questions for the Budget Committee Applic'ant (please answer on a separate sheet of paper) 1. Please discuss why you are interested in serving on the City's Budget Committee. 2. What are your time commitments and availability, which may affect service on the Budget Committee? 3. Do you have any experience related to municipal finance or oth.er public sector budgeting? Please discuss.. 1- I have general interest in financial matters and an interest in how City Government allocates its financial resources specifically. 2- There are no time conflict in the evenings when the comminee meets 3- Yes. My prior experience is 2 terms serVed on the Springfield Budget Committee. Attachment B - Page 3