HomeMy WebLinkAbout03/19/1996, A3 - APPOINTMENT RECOMMENDATION TO THE HOUSING AUTHORITY f 1
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COUNCIL AGENDA REPORT Nu
FROM: Mayor Allen Settle
Council Subcommittee Liaison to the Housing Authority
PREPARED BY: Sherry Stendahl, Council Secretary
SUBJECT: APPOINTMENT RECOMMENDATION
TO THE HOUSING AUTHORITY
RECOMMENDATION:
By motion, thank Leland Balatti and Ruth Wirshup for their steadfast service since 1972, and
appoint David R. Booker to a four year term to expire 3/31/2000.
BACKGROUND:
Two terms will expire on 3/31/96. After serving the Housing Authority and the community for
24 years, Leland Balatti and Ruth Wirshup are retiring. At this time, there is only one
recommendation--David R. Booker. The second position will be filled in April.
A copy of Mr. Booker's application is attached.
ATTACHMENT
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APPL` rION FOR®APPOINTMENT❑REAPS _../TMENT
TO A CITY ADVISORY BODY
David R. Booker
NAME OF APPUCANT Advisory Body Applied For.
357 Montrose Dr. , San Luis Obispo, CA 93405
ADDRESS �) City Rousing Authority
RESmENCE STREE7 �,
ZIP
DAY UO 541-3868 2
EVENING PHONE )
(INTERVIEWS ARE REQUIRED FOR EACHCHOICE)
Registered voter of the W YES NO
How long have you lived In the 16 years +
Present Occupation/Employer. Senior Vice President - First Bank of San Luis Obis o
Education: See attached resume
Membership In Organizations: See attached resume
Please explain why you would like to serve (use reverse side for additional information):
Over the last 25 years I have worked with the L.H.A. Staff & Commission as both a CPA
and a Banker and have developed a profound a
ppreciation for all the good things they do
for our community and it's low and moderate income population.
I would like to see the services they provide continue to be delivered in the -efficient
and compassionate manner they have been over the last 25 years.
I feel like I could make a positive contribution to the Commission_ with
accounting background and my previous my financial and
exposure to the L.H.A. and it's mission.
Previous service on SLO advisory bodies (names/dates):
None
PLEASE NOTE If appointed to the PlanNn Co Architectural Review Commission, or the
YOU are required by State law to file a g Commission,
Statement of Economic Interest disclosing all reportable Interests held y Authority,
tkm of appointment A copy of this form Is available from the Clty perk by You at the
to Applications are accepted year-round,however, if you are applying for a current vacancy,your application m
the panic by to be considust be returned
ered for the current round of Interviews.
OFFICE USE ONLY
INTERVIEW DATE COS MMmEE ///Ql� �./�qI RECMMEAPPOINTMENT FOR
UING YES_NO
INTERVIEW DATE COMSITEEERECOMMEND FOR
APPOINTMENT:__YES_NO
TERM BEGINS: TERM ENDS:
UNEXPIRED TEAM FULL TERM;
WONAL COMMENTS
dmdvbodapp _. LTR SENT(Dale)
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DAVID R. BOOKER, CPA
357 MONTROSE DRIVE • SAN LUIS OBISPO, CA 93405 • 805541-3868
PROFESSIONAL ACTIVITIES AND WORK EXPERIENCE
FULL TIME PRACTICE OF PUBLIC ACCOUNTING FROM 1968 TO 1987 WITH
THE MAJORITY OF THESE YEARS IN SAN LUIS OBISPO WITH THE FIRM OF
GLENN, BURDETTE, PHILLIPS AND BOOKER THE LAST FIVE YEARS WITH
THE FIRM I SERVEDAS PRESIDENT OF THE CORPORATION AND MANAGING
SHAREHOLDER I RETIRED FROM THE FIRM IN 1987.
FROM 1975 THRU 1979 I SERVED ON THE BOARD OF TRUSTEES OF
ATASCADERO UNIFIED SCHOOL DISTRICT, INCLUDING ONE YEAR AS
PRESIDENT OF THE BOARD.
I AM A FOUNDING DIRECTOR OF FIRST BANK OF SAN LUIS OBISPO, A
COMMUNITY BANK LOCATED IN SAN LUIS OBISPO. WE OPENED THE
BANK IN NOVEMBER 1980 AND HAVE BEEN RATED IN THE TOP 10%OF OUR
PEER GROUP FOR SAFETY, SOUNDNESS AND PERFORMANCE SINCE
OPENING OUR DOORS. I AM CURRENTLY SENIOR VICE PRESIDENT AND
VICE CHAIRMAN OF THE BOARD OF DIRECTORS.
I AM CURRENTLY SERVING ON THE BOARD OF DIRECTORS OF CUESTA
COLLEGE FOUNDATION AND AS A MEMBER OF THEIR INVESTMENT
COMMITTEE.
PREVIOUSLY SERVED AS A COURT APPOINTED PROVISIONAL DIRECTOR OF
THE FIESTA INN, INC. I WAS APPOINTED BY THE COURT TO RESOLVE
DISPUTES BETWEEN SHAREHOLDERS AND TO RESTRUCTURE THE
FINANCIALLY TROUBLED BUSINESS. RESIGNED WHEN MISSION WAS
ACCOMPLISHED.
FOR THE PAST SEVERAL YEARS I HAVE SERVED AS AN ADVISOR TO THE
DAVIS FAMILY TRUST, OWNERS OF SUBSTANTIAL RANCH PROPERTIES IN
SAN LUIS OBISPO COUNTY. MY ACTIVITIES INCLUDE ADVISING THE
FAMILY IN BOTH PERSONAL AND FINANCIAL AFFAIRS.
MY CURRENT AND PAST ACTIVITIES HAVE PROVIDED ME WITH
EXPERIENCE IN MANY AREAS,.SUCH AS:
-WORKING WITH OTHERS TO HELP THEM SUCCESSFULLY RESOLVE
DISPUTES
-SUCCESSFULLY RESOLVING DISPUTES WITH VARIOUS
GOVERNMENTAL AGENCIES
-DEVELOPING AND IMPLEMENTING ESTATE PLANS
-TAX PLANNING FOR AND PREPARATION OF ESTATE AND GIFT TAX
RETURNS
t4 3 -3
-TAX PLANNING FOR AND PREPARATION OF FIDUCIARY INCOME TAX
RETURNS
-INDIVIDUAL,CORPORATION AND PAItfNERSHIP TAX PLANNING AND
RETURN PREPARATION
-DEVELOPING AND IMPLEMENTING BUDGETS AND RELATED
FOLLOW UP NECESSARY FOR SUCCESSFUL BUSINESS OPERATIONS
-GENERAL LEDGER ACCOUNTING SYSTEMS AND FINANCIAL
STATEMENT PREPARATION AND ANALYSIS
-USING "POSITIVE METHODS" TO LEAD AND DIRECT OTHERS TO
ACCOMPLISH THE GOALS OF THE ORGANIZATION AND AT THE SAME
TIME HAVE THE"DOERS" FEEL GOOD ABOUT THEMSELVES AND
THEIR WORK
-IN-DEPTH UNDERSTANDING OF THE BANKING INDUSTRY AND
RELATED FINANCIAL INSTRUMENTS AND OPERATIONS
-A GENERAL UNDERSTANDING OF THE ECONOMICS OF THE REAL
ESTATE INDUSTRY
-THE WISDOM TO KNOW THAT I DON'T KNOW EVERYTHING AND
HOW TO COORDINATE AND USE EXPERTS TO ACCOMPLISH THE
GOALS DEVELOPED FOR ME TO ACCOMPLISH
I BELIEVE MY BEST ASSET IS MY INTERPERSONAL SKILLS - MEETING
PEOPLE,DEVELOPING POSITIVE RELATIONSHIPS WITH THEM,AND BEING
ABLE TO WORK WITH AND ACCOMPLISH TASKS WITH THEM REGARDLESS
OF THEIR ATTITUDES, BELIEFS OR PERSONALITY.
EDUCATION
CALIFORNIA POLYTECHNIC STATE UNIVERSITY
SAN LUIS OBISPO
BACHELOR OF SCIENCE DEGREE WITH CONCENTRATION INACCOUNTING,
JUNE 1968, CUM LAUDE
LICENSES, CERTIFICATES AND PROFESSIONAL MEMBERSHIPS
UCENSEDASACERTIFIED PUBUCACCOUNT IN THE STATE OF CALIFORNIA
SINCE DECEMBER 1971. LICENSE#16897E.
CURRENTLY MY LICENSE IS IN RETIRED STATUS.
MEMBER OF THE CALIFORNIA SOCIETY OF CPA'S
MEMBER OF THE AMERICAN INSTITUTE OF CPA'S
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