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Home My WebLink About04/18/2000, A-1 - HOUSING AUTHORITY APPOINTMENT council MwwD�1/-/S-o • j ac,Enba Repoizt A - CITY OF SAN LUIS OBISPO FROM: Mayor Allen K. Settle Prepared By: Sherry Stendahl, Council Secretary SUBJECT: Housing Authority Appointment RECOMMENDATION Reappoint David Booker to a four-year term to expire 3/31/04, reappoint Jose Lemus to a three- year term to expire 3/31/00. DISCUSSION Background As required by state law (State of California Health and Safety Code, Sections 34200 et seq.), the Mayor is required to recommend appointments to the Housing Authority. • Two terms expire 3/31/00: David Booker and Jose Lemus. Upon review of applications and interviewing candidates, Mayor Settle is pleased to recommend the reappointment of Messrs. Booker and Lemus. ATTACHMENTS Nominee Applications AP TION FORM APPOINTMENT❑RE ITMENT TO A CITY ADVISORY BODY l7as� M L emus Advisory Body Applied For: NAME OF APPIJCANT /+ �/ 4_2 7 /�i L! 3�rccf S.XI,a 93Y�/ 1) �m O r Ol�S/n /TC/ OP/ RESIDENCE STREET ADDRESS CITY ZIP .5Y9 0� 5i syr- 0�3, 2) DAY PHONE EVENING PHONE (INTERVIEWS ARE REQUIRED FOR EACH CHOICE.) Registered voter of the NO How long have you lived in the city? &.2er^ ;'Wo ytu N3 Present Occupation/Employer. j7rcv/ �ci`— '&1aulur Education: _&-S, G2/ 411"O% Membership in Organizations el/✓3/+tc�r- f�tCr3x Pzdcrc�:�.. Please explain why you would like to serve (use reverse side for additional information): G✓d� � C)iv-c ha c!G �o Gv!N �r/�^n/7^Jyi9i�y Cly 4,.�/•� Previous service on SLO advisory bodies (names/dates): PLEASE NOTE: If appointed to the Planning Commission,Architectural Review Commission, or the City Housing Authority, you are required by State law to file a Statement of Economic Interest disclosing all reportable interests held by you at the time of appointment. A copy of this form Is available from the City Clerk. Applications are accepted year-round, however, If you are applying for a current vacancy,your application must be returned to the City Clerk by to be considered for the current round of interviews. OFFICE USE ONLY --- � SCREENING RECOMMEND FOR INTERVIEW DATE COMMITTEE APPOINTMENT_YES_NO SCREENING RECOMMEND FOR INTERVIEW DATE COMMITTEE APPOINTMENT:_YES_NO TERM BEGINS: 5- _ TERM ENDS: 3 31 aV 00 UNEXPIRED TERM: Y FULL TERM: DITIONAL COMMENTS: GOD LTR SENT(Date) d:advbodApp APPLIC 'N FORE APPOINTMENT❑REP--f ]ENT TO A CITY ADVISORY BODY David R. Booker NAME OF AP CANT Advisory.Body Applied For: PU 357 Montrose Dr. , San Luis Obispo, CA 93405 t) City Housing Authority RESIDENCE STREET ADDRESS CITY ZIP 541-6100 541-3868 z) DAY PHONE EVENING PHONE (INTERVIEWS ARE REQUIRED FOR EACH CHOICE.) Registered voter of the city? YES NO How long have you lived In the city? 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 S Commission as both a CPA and a Banker and have developed a profound appreciation 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 effici and compassionate manner they have been over the last 25 years. I feel like I could make a positive contribution to the Commission with my financial and accounting background and my previous 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 Planning Commission,Architectural Review Commission, or the City Housing Authority, you are required by State law to file a Statement of Economic Interest disclosing all reportable interests held by you at the time of appointment A copy of this form is available from the City Clerk Applications are accepted year-round, however, N you are applying for a current vacancy,your application must be returned to the City Clerk by to be considered for the current round of Interviews. OFFICE USE ONLY INTERVIEW DATE SCR EENING COMMITTEE �� /}� � D J RECOMMEND FOR — COMMITTEE APPOINTMENT YES NO INTERVIEW DATE SCREENING COMMITTEE RECOMMEND FOR APPOINTMENT:_YES NO TERM BEGINS: TERM ENDS: UNEXPIRED TERM: FULL TERM: ADDI110NAL COMMENTS: d:advbod.app LTR SENT(Date) DAVID R. BOOKER, CPA 357 MONTROSE DRIVE 9 SAN LUIS OBISPO, CA 93405 • 805 541-3868 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 PRESIDENTOF 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 1096 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 -TAX PLANNING FOR AND PREPARATION OF FIDUCIARY INCOME TAX RETURNS -INDMDUAL,CORPORATION AND PARTNERSHIP 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 INACCOUIVTING, JUNE 1968, CUM LAUDE LICENSES, CERTIFICATES AND PROFESSIONAL MEMBERSHIPS LICENSEDAS A CERTIFIED PUBLICACCOUNT 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 •