Item D3BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: December 9 2015
Bulk lte= Yes X No
Department: County Administrator
Staff Contact /Phone 9: Ehime Ferda, x4441
AGENDA ITEM WORDING: Approval of one "At Large" appointment to the Tourist
Development Council District M Advisory Committee.
Applicants are: Mr. William Ehrhorn
Ms. Trish Hintze
Dr. Daniel Zieg
Ms. Joanne Zimmerman
ITEM BACKGROUND: The position was advertised due to the end of to for Mr. William
Ehrhorn.
PREVIOUS RELEVANT BOCC ACTION: On September 8, 1999 the Board of County
Commissioners passed an Ordinance No. 038-1999 providing for the appointment of "At Large"
members to the TDC District Advisory Committees by the Board of County Commissioners.
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS:
TOTAL COST: 0 INDIRECT COST: _0 BUDGETED: Yes
DIFFERENTIAL OF LOCAL PREFERENCE-.
COST TO COUNTY: SOURCE OF FUNDS:
REVENUE PRODUCING: Yes — No — AMOUNT PER MONTU— Year —
APPROVED BY.- County Attorney OMB/Purchasing _ Risk Management ....................
DOCUMENTATION: included X
DISPOSITION -
Not Required . .....
AGENDAITEM#
Ile
Floridd Keys
& Key est
COWPIS YOUdre
MONME COUNTY TOURST DEVELOPMENT COUNCIL
DATE* November 20, 2015
111111111111111,111111111111 11111
11i;RIM-11101 1 11 1 11 1 Mr.
FROM' Laura Hamm, Administrative Secretary
RE: DAD 1II'AT LARGE'VACANCY
Please bring forward the attached District III Advisory Committee "At Large" applications
to the December 2015 BOCC meeting.
This position was advertised due to the end of term for DAD III Member, Mr. William
Ehrhorn.
111111,1 11 iml I
F, W
....... ..... 1=1M. A 1 It, A112H -Mitat
• Mr. William Ehrhorn
• Ms. Trish Hintze
• Dr. Daniel Zieg
• Ms. Joanne Zimmerman
Tease-T-17777suaTe-To cornacT our acminIST M-
ffice at 296-1552.
APPLICATION
DISTRICT III ADVISORYE)
LODGINGI shall be ownemoroperatingifieneral a
recreational vehicle r other tourist accommodations which am subjectto bed tax In the
tax 4 n district for which they am applying
i I I shall be Panama involved in business which I
interdependent upon the tourist Industry who have demonstratedInternet In tourist development
but I not be employed in any position within the lodging industry (mot*, hotels.
recreational vehicle parks and other tourist accommodations and whose business Is In the tax
collection district for which they are applying)
AT LARGE - Any resident who is rartalaRSE Invoked In a tourism business and
who all represent the general public and shall We or work within the tax collection district forwhich
they am applying c operative word wfthm this description directly. This meansword
who Is in business, Harr whosebusiness r d upon t o sJ.
NAME: Joanna T. Zimmennan
WORK ADDRESS-. 5701 Overseas Hum, Suite 1
ADDRESS:HOME 140 Mockin bird
Marathon, FL 33050
WORK PHONE: t 1 Phone- 1 1
FAX m j§jj 4§21L27 'E4WL-
Joanna T. Zimmerman A Company, LL
'w"'erfified Public Accountant Chartered GlobalManagement Accountant
E
T. Zimmomn CPA 1 7 rat, Accounting, taxes, ImanOW statements. patholl, I IRS
Nft Fl. and Manahan FL
Southern Sege Frozen Foods, Inc 1 7 1 . Chief Financial Officer responsiblefor accounfing,financlat & tax matters.
rill,
-MoMe ady Haskins & WRO 1 -197 . Senior Auditor specialized In audits of various Industries Including tourist
swismilm
madcap Institute of Cerfifted Public Accountants
Arm Institute of Certified Pubic Accountant
Ortim Research Center Board o t it
irathon Chamber of Commerce
or Member of the Fmandal Advisory Cannfilme for Jacksonville Economic Development
or Member of the Vision for the Florida Institute of Cardfied Public Accountants
101262015
l have been a property r In Marathon since1982 and have watched the deve4rrmnt and expansionf many of the tourist
facilities In 4 sty Involvement with the i n a1 Advisory Committee for the Jacksonville Econom1 l nt
corwisted of determining a amble system for awarding for new and expanding rrewm% Durant my employment with
Haskins and Sellsgained audft expedence In the random Industry whichtaught me the inner workings of a twit fludifty. With
having been e member of Dolphin Research Center ror 24 years and serving on their Board of Dbactors, for the last 8 years, l
have gained valuable knovdadge of some of Vor afteris for receiving goods In Monme County. My financial background as h
Coupled Public Accountant has given rid vast experience with financial measurement of prvjects and the funding of these
prelmos, which vall be a great asset that l will bring to this committee
t am a very dedicated and loyal worker and will research findingsfd hg a decision. My love for the bays as a family
vocaban d (speaking from experience) will enhance my devotion as a committee member. As a permanent resident of
MaratImn, my desire is to keep the Florida Keys financially healthy and tourism Is of this sucomm. If accepted, l will
represent the general public with honesty and Integrity.
*DAC meeting packets will be distributed electronically via email to the address you provided on page 2 of this application.
Phase check the box baker to rapt out of this proem and receive a paper packet in the map:
F-1 If appointed to this pasklon. t choose to opt out of receivingelectronic meeting packets, and to receive
packetspaper Instead
a
lgnate Onto: November 18,2015
APPUCATION TO BE RECEIVEDTER THAN 6.'00P.M.,
will be notified by phone or email that the appRaMon has been fecelved by our office. If the
joes not recolve nodflcatlon. It is histher m000nelbitkv to contact the TOO office to confirm
MONROE COUNTY TOURIST DEVELOPMENT COUNCIL
21 White Shag, Sake 12
Key Vifims, Florida
(12 (tellophoweSMINK
1012MOIS
COMA
CPA,
140 Mockingbird631-1226
Florida 33050 �rg ¢Limm rtaz I0 4Ci lo
CertifiedPublic Accountant
Chartered Global Mmingement Accountant
Performance Summary
CPS. with experience in delivering tax servicesd representing clients for sales and use tax,
Federal and State payroll d Federal and State income taxes on behalf
of rations$ partnerships, limited liability companies, not-fier-profits, individuals, and
Accounting skills include reviewing data to ensure accuracy and compliance with Generally
Accepted Accounting Principles p d S b .1 Act (SOX) policies and
procedures. Income tax preparation and recommendations regarding tax reporting d
compliance requirements.
Professional CPA Skills
Forecasting
Financial Analysis
Account Reconciliations
Accounts payable
Accounts Receivable
Professional Exis
GAAP
S
Internal Controls
SOX Compliance
Risk Management
Tax Strategies
trreoe Tax Research
Sales and Use Tax
Accruals
Strategic Planning & Execution
Joanne T. Zimmerman CPA, COMA., Jacksonville, Florida and Marathon, Florida 1978-Pressart
A
Accounting services include: compilation of financial statements, bookkeeping r i 4 payroll
services, business consulting, reporting to various entities, assistance instart-up of businesses,
mergers, acquisitions and sales ofbusinesses.
Tax vi include: preparation offederal & State year end t returns for all business entities,
individuals, trusts, and not -for -profits; l o returns, quarterly d end
lad . payroll t returns; representation for all taxing authorities.
Management services include: strategic planning, si in establishing office procedures and
internal controls, working with business owners on various washing problems, analytical review
f operations.
Sh e's Southern Belle Frozen Foods, Inc, Jacksonville, Florida 19 1
Vice President of Finance, Chief Financial Officer f r
Ultimate responsibility for all accounting and tax functions of this privately owned manufacturing
Company. Participated in all decisions to assist in growing Company by seven f ld. Obtained
over one million dollars in giant money during building of new storage Beazer. Responsible for
implementingwrap accounting d manufacturing ems d organizedsuccessful IT
department. vela the coaling d for pricing and analyzing profitability of each
product. t employee benefits and created human depatement which significantly
lowered p o over, Achievers a o e$ status on many Internal Revenue Service
audits throughout the years for the corporation and owners.
Joanne T. Zimmerman (904)631-1226 jAmmcrrax1Q4Q'qau1cojn
P
Delude: LLP (formerly Haskins & Sells), Jacksonville, Florida 1974-1978
Senior Auditor
Promoted at an accelerated rate to in -charge of audits which included management and training of
staff accoumants and completion idyear end too returns where applicable. Specialized in audits
of various industries which included manufseturers, insurance, government, financial, retail and
entertRinMenL
Education A Certifications
Certified Public Accountant (Florida, CPA Cerfificate #5505) 1976
Chartered Global lWanagement Accountant 2014
Jacksonville University, BS Accounting 1974
(Completed studies concurrent with full time employment)
Continuing Professional Education & Peer fieview Current
Professional Affiliations
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
American Women"s Society of Certified Public Accountants
National Accountants Association
Board and Committee AMWtiew
Dolphin Research Center, Marathon, Florida (cannot Chair) 2007-curooft
Financial Advisory Committee for
Jacksonville Economic Development 2004-2005
Vision Committee for Florida Institute of CPA's 1994
Superior References Available Upon Request
DISTRICTAPPLICATION
Y
fi
LODGINGI - all a ovine a ti l managers e1, hotels tels
tml vehicle or othert accommodations which a subject tax collection district for whichthey are applying
TOURIST -RELATED:
but who shall not be employed In any position Apple the lodging Industry prarleft, hotels,
recreational vehicle Kaft and other tourist accommodations and whose business Is In the tax
collection district Interdependent upon the tourist industry who have demonstrated an Interest in tourist development
AT LARGE - y resident who is not Involved In a tourism business nd
who shall represent the general public and shall live or work within the tax collection dishict for b b
they are applying e operative word withinIs description is directly. This word means someone
who is not In business, nor whose businesseconomic l dependent upon tourists).
NAME: R Daniel Zia
WORKADDRESS: City of Marathon
HOME ADDRESS, 2460 Goes Plurn Dr
Marathon, FL 33050
WORK . 3 - 96 HOME I CELL: : gym?
PHONE: (please cirri
FAX w .AWL. egg @.c
om
« v vvvvvvyvvvvvvvyv o
Marathon City Council
Retired Orthooaedic Surgeon, Golf Course Owner, Builder and owner Of OffiCE
Warehouse condominiums
10/26/2015
I am a twenty year resident who has been very active r marathon activities.
Currently serving at the people's pleasure on Marathon City Council. Very active in all aspects at Marathon
Airport, including the soon to be open Customs facility, Also, l am the City "ais r with Tropic
Ocean Airways to secure commercial service at Marathon.
meeting packets will be distributed t t y via email to the address you provided page 2 of this application.
Please hh the box below to opt out of the process and receive paper packet to the mail-
ElIf appointed to this position, I choose to opt out of revolving l meeting packets, and to receive
paper packets Instead
Signature: Daniel i
APPLICATION TO BE RECEIVED NO LATER T
will be nodfiedby phone or email that the applicationhas been received by our Allies. if the
does not receive codification, It Is 3 r resconsibillfir to contact the TOC offlea to motion
COUNTYMONROE 19 i DEVELOPMENT COUNCIL
1201 White Strest, Salta 102
Key West, Florida 33040
1012612015
bl�l
x x 9 2015
APPLICATION
rrMNK v
LODGING INDUSTRY - shadbe owners or operating/general managers of motels, hotels
recreational tail porks or other tourist accommodations whichare subject to bad tax In the
tax collection district for which they are applying
T1 I shalt be persons Involved in business which Is
interdependent upon the tourist industry o have demonstrated an Interest in tourist development
but who shall not be employed In any position within the lodging Ind (metals, hotels,
recreational vehicle parim and other tourist accommodations and whose businessIs In the tax
collection district for which they are applying)
AT LARGE - y resident who Is me GNgRfC Involved In a tourism businessand
who shell represent the general public and shell Use or work within tha tax collection district for which
they are applyingrob rd whin this description Is directly. This word means someone
who Is not in business, r whose business or economic activity are dependent upon tourists),
NAME: Pabicia (Trish) Hintze
WORK DRESS: 5180 Overseas Hwy
HOME ADDRESS;
r
WORK
PHONE HI CELL (305 11123-1916
(please cimlyl
FAX NO: * - L: tram@pAradlawnthelloys.com
t m elt I rs for tury 1 Schwartz Realty
tlyd t l as}a attach
110061201
Extremely active member of this community and various orgeanizefionsr fe l l and chardilble.
Volunteer with the Chamber of Commoom and many other local organizations and events throughout the city of Marathon,
Dedicated l professional with heart for this cornmunlh,.
*DAC meefing packets will be distributed electronically via small to the address you provided on page 2 of this application.
Please check the box below to apt out of this process, and receive a paper packet to the mall:
If appointed to this position, I choose to apt out of receiving enormous ti g packets, end to receive
paper packets Instead
a a 2S'
4
Signature: icy Date- 1111g1
APPLICATIONe
oant will be nagged by phone or small that the application has been received by our office. N the
war does not receive notification, It Is histher reavansibilltv to contact the TOO offles to confirm
MONROE COUNTY TOURIST DEVELOPMENT COUNCIL
1201 While Street, Suite 102
Key West, Florida
( I
10126=15
Patricis Hintze
P.O. Box 500226, Marathon, FL 33050
305) 923-9976 Cell # a tt trish@paradiseinthekeys.com
Outstanding prf ssi l with a proven track record. Excellent writtem, verbal and
Elevenorganizational skffls. in Real Estate sales along with `twenty years of experience
its office and administrative roles. Proficient in Microsoft Office. Extraordinarysuccess it
implementation of business t software. Able to prioritize and manage Multiple
Self-starter requiring minimal supervision. o gent d bl team player.
Seek position where my knowledge and skills will prove to be an asset to the organization.
Licensed Realtor
Century 21 Schwartz Realty
Century 21 Keysearch Realty
American Caribbean Estate
March 2004 to Present
Responsible for all aspects of business development and maintenance including, but not limited
to d AIR, establishing relationships, an client needs and market ten
coordinating showings d appointments, creating and maintaining marketing materials and
professional widwite. Closing final sales and managing the transaction process.
Office Athadalstrator
Exit Realty Florida Keys
January 2012 to June 2013
Responsible for allsales/listing contract records and timeliness of contract requirements fbrten or
more agents. Personal sales assistant to designated r
Adndubtrative AssistauttiliferkefingCoordinator June 2003 to March 2005
American Caribbean eal Estate
Marathon, Florida
Administrative sist t for a high -end real-estate brokerage, nsiiliti included daily
client interaction ovally, verbally writtenr rid , coordination of
showings appointments, multiple phone lines, creating and maintaining client
database and expenses spreadsheets; distribution and management of time sensitive contracts,
ting and managingbrokerage marketing materials and office supplies¢ Managed Broker's
personal and business lend , made travel arrangements, managed Broker's accounts payable,
personal marketing and business tact management software along with multiple websites.
DentalAssistant
Restorative & Esthetic Dentistry
Big Pine Key, Florida
March 2000 to June 2003
Worked closely with patients in a high -end cosmatic dental practice. Responsible for
communicating/selling treatment options, coordinating financial Sements, and scheduling
follow up appointments with the dentist and specialists. Also managed inventory and purchased
clinical dental supplies; developed and maintained a supply monitoring system that was used
office -wide. Learned and became proficient in various customized software applications that
were vital to the operation of the practice,
Dental Lab Manager
Sheen Dental Lab
Dunedin, Florida
August 1994 to January 1998
Responsibilities included, but were not limited managmg production and accounting software,
quality control, ordering supplies and coordinating the production and delivery of dental
prosthetics with 100+ dental practices and procuring new customers as well.
EDUCATION & TRAININ
Tony Macaluso School of Real Estate
Curtis Wilde School of Real Estate
Communication Mastery Series
St. Petersburg College
Florida Association of Realtors
Marathon Is Lower Keys Association of Realtors
Florida Association of Realtors
N
August 2004
November 2003
January 200 1 - January 2002
August 1982 December 1983
Honor Society 2008-2013
Honor Society 2006 -2013
Rookie of the You 2005
Legislative Issues
Sub -committee 2010-2012
Insurance Sub -committee 2011-2013
Marathon & Lower Keys Association of Realtors Board of Directors 2 11 2 13
President 21
President Elect 2009,
Treasurer 2008
Program Chair 2007, 2008
RILS Committee2004-2008
Candidate Screening 2 211
Hospitality Consmittee 2008
Public Relations 24
VOLUNTEER_
First Baptist of Big Pius Key hildr n's Outreach Worker
Month Group Leader/Chaperone
Tithe Record Keeper
International Missions 2 03-2 07
Kirk of the Keys AV Technician2 1 I -present
International Missions 211
Take Stock in Children Mentor 2 2 1
Marathon Community Theater t present
Board of Directors 212-2 14
Island Harmony 2006-2009
American Society Relay for life Auction 2 -2 1
Relay for life 2 -2 14
Sombrero each Run 201 2 3 4 runner & sponsor
2 Mile Bridge Rua volunteer 2010, 2011
2114 runner
Marathon Chamber Ambassador 213-pros t(member 2present)
Marathon BPW Various fundraisers 2 14-pr t
(Business & Professional Women) Vice President 2015
3,