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HomeMy WebLinkAbout2012-11-14 Board of Selectmen PacketSchedule for Appointments to the ad hoc Town Manager Screening Committee November 14, 2012 7:00 p.m. Board of Selectmen Superintendent of Schools (will not be present) Department Head (will not be present) 7:15 p.m. Bill Brown 7:30 p.m. Jacqueline Carson 7:45 p.m. Mark Dockser 8:00 p.m. Michael Giacalone 8:15 p.m. David Greenfield 8:30 p.m. Brian Snell 8:45 p.m. Brenda Sousa 9:00 P.M. Robert Spadafora 9:15 p.m. Marsie West 9:30 p.m. Steven Sadwick 9:45 p.m. Andrew Grimes 3a-A OFt? ,101y Town of Reading 16 Lowell Street PIECEIvED Readin MA 0186 ~b CLERK 39a INCOR4~~ ~7Etf L'F FAX: (781) 942-9071 oCT 2 L1 A W- 1b Email! townmanager@ci.reading.ma.us TOWN MANAGER Website: www. readingma.gov (781) 942-9043 TOWN OF READING VOLUNTEER VACANCIES AD HOC TOWN MANAGER SCREENING COMMITTEE Seven vacancies with terms expiring June 1, 2013 exist on the ad hoc Town Manager Screening Committee. In selecting the membership, the Board of Selectmen shall attempt to fill the membership as follows: Two members of the Board of Selectmen ♦ Superintendent of Schools One member of the Finance Committee o One Department Head Two members of the public at large The mission of the Screening Committee is to work with the UMASS Boston Collins Center to screen applicants for the position of Town Manager by determining which applicants should be invited for a confidential preliminary interview with the Screening Committee, conducting preliminary interviews and determining which candidates should be recommended to the Board of Selectmen. Interested applicants may apply at the Town Clerk's office, 16 Lowell Street, Reading, Massachusetts by 5:00 p.m. on November 13, 2012 or until all positions are filled. 3 ~Z Policv establishina an ad hoc Town Manaqer Screening Committee There is hereby created an ad hoc Town Manager Screening Committee. The Screening Committee shall consist of seven (7) members appointed by the Board of Selectmen for terms expiring June 1, 2013 or such earlier date that the committee may have completed its work. The Board of Selectmen shall select the chairman of the Committee. In selecting the membership, the Board of Selectmen shall attempt to fill the membership as follows: ♦ Two members of the Board of Selectmen ♦ Superintendent of Schools ♦ One member of the Finance Committee ♦ One Department Head ♦ Two members of the public at large The mission of the Screening Committee is to work with the UMASS Boston Collins Center to screen applicants for the position of Town Manager by determining which applicants should be invited for a confidential preliminary interview with the Screening Committee, conducting preliminary interviews and determining which candidates should be recommended to the Board of Selectmen. Following is a specific framework intended to guide the Screening committee. 1. The Screening Committee shall become familiar with the provisions of the Town's charter pertaining to the powers and duties of the Town Manager and his/her appointment. 2. The Screening Committee shall work collaboratively with the staff of the Collins Center for Public Management at UMASS Boston along the lines described in the Collins Center Scope of Work dated October 3, 2012, which is incorporated by reference. 3. The Screening Committee, with the assistance of the Collins Center, shall recommend approximately three to five candidates to the Board of Selectmen as finalists for the position of Town Manager. The recommendations shall be unranked and the finalists should be fully vetted before the Screening Committee makes its recommendation. 4. In carrying out its work the Screening Committee will utilize the Profile approved by the Board of Selectmen to guide its work as well as the professional advice of the Collins Center staff. 5. To the extent permitted by law, the Screening Committee shall maintain the names and any information about candidates in strict confidence, revealing information only about the finalists recommended for interview by the Board of Selectmen when it votes its recommendations. 6. It is the intention of the Board of Selectmen for the Screening Committee to function as a governmental body as that term is defined in the Massachusetts Open Meeting Law. Members of the Committee who are not otherwise Town employees or Officials shall be sworn in at Town Clerk's Office. 7. The Board of Selectmen encourages the Screening Committee to consult with Town Counsel to obtain a thorough understanding of the applicability of the Open Meeting Law to its work, particularly with respect to record keeping and the ability to maintain the confidentiality of candidates' identities. 8. Plan its work so that the Screening Committee can make its recommendation during the last part of February 2013. In conducting its work, the Screening Committee will be bound by all of the rules and regulations of the Town of Reading and the Commonwealth of Massachusetts, including but not limited to the Open Meeting Law. The Human Resources Administrator will provide staff support to the Screening Committee but not serve as a member. Adopted 10-23-12 Q;J 7012 NOV --S AM "'f 9wn of Reading, MA Application for Appointment to Boards/Committees/Commissions Name: 'W (Last) (First) (Middle) Address;_,/v 112,01" Occupation: Are you a registered voter in Reading? Date: //15 126912- Tel. (Home) Tel. (Work)_7e/-5V / 0 (Is this number listed?) # of years in Reading:_~~ e-mail address: ~Cor2.~1~E ,®C.r• t&,140144, 1W - U S Place a number next to your preferred position(s) (up to four choices) with #1 being your first priority. Animal Control Appeals Committee -Audit Committee -Board of Appeals -Board of Cemetery Trustees -Board of Health -Board of Registrars ^Bylaw Committee -Celebration Committee -Climate Advisory Committee Commissioner of Trust Funds ^Community Planning & Development Comm. -Conservation Commission -Constable Contributory Retirement Board ^Council on Aging Cultural Council -Custodian of Soldiers' & Sailors' Graves Economic Development Committee Fall Street Faire Committee Finance Committee Historical Commission JHousing Authority -Human Relations Advisory Committee MBTA Advisory Board -Metropolitan Area Planning Council -Mystic Valley Elder Services RCTV Board of Directors Recreation Committee _ RMLD Citizens Advisory Board _ Town Forest Committee _ Trails Committee _ West Street Historic District Commission , _✓Ad Hoc Committee z NiNl T. 10s iF7o'J Other Please outline relevant experience for the position(s) sought: (feel free to attach a resume or other statement of interest/qualifications) "~n~-vim I3~~✓ ~D 2 ~.T.~s~v 3°" }~h~ ~t~r~2~~G` /~c~05 14-6 77Ve/2 4F-P2&7t')t/D79~✓~'. ON °l~/`!~' 6vN ~/Arti~4GAL S /~vly ~ort.~~ITL?f 4 ~/ar>p2L'Y~ 5E9ZV~ triS C7~~r°~9C~/ v~ 65~L/s Y2y ~~i~/12b.~. _4( A0 /Z. 4z-r Puce Dw, 7 ,carL A /L1A~ rzgzi D&j /z~ /n/ cj yr v7C ,4,o/er>K-le~z~`r7a•~/ ~ G~/N~v~~L~✓ o llej Gr G -77/~ /3 44 0 37&--A- ~ w~-o rzrLi T V~ C,FI r ✓ evrsed 4-1 -12 Town of Reading 16 Lowell Street Reading, MA 01867 Fax: (781) 942-9037 Website: www.readinema.eov Finance Department Human Resources Division (781) 942-9033 November 7, 2012 William C. Brown 28 Martin Road Reading, MA 01867 Dear Mr. Brown: Thank you for applying for a position on ad hoc Town Manager Screening Committee. The Board of Selectmen will be interviewing candidates on November 14, 2012, in the Conference Room, Town Hall, 16 Lowell Street, Reading, MA. We have scheduled your interview to take place at 7:15 p.m. Please note that interviews are being scheduled 15 minutes apart and applicants will be notified of the results the following day. Attached is a copy of the description of the Committee to which you have applied. Please make sure that we have in advance a resume or description of your qualifications if you would like to submit this material. Also, please note that the Charter requires that you be a resident of Reading and the Board of Selectmen requires that you be a registered voter to be considered for appointment (there are exceptions if the applicant is not old enough to be a registered voter). The following is a list of questions that the Board of Selectmen commonly asks of new applicants. 1. Can you meet the time commitment that will be required for this position? 2. Are there any conflicts in your personal or professional life with serving in the position that you seek? 3. Briefly summarize your qualifications. Why are you interested in this particular position? 4. Are there any specific issues that you would like to deal with as a member of this Board, Committee or Commission? 5. Are you accessible to residents who have business before the Board, Committee or Commission to which you have applied - i.e. do you have a listed telephone number? Please contact Paula Schena at 942-9043 and let her know whether or not you will be able to be present for this interview. Sincerely, CCIA t Carol Roberts Human Resource Administrator CR/ps 3~,5 APPLICATION FOR APPOINTMENT TO BOARDS/COMMITTEES/COMMISSIONS f , Name: Date: (Last) (First) (Middle) l Address: Tel. (Home) Tel. (Work) (Is this number listed?) Occupation: of years in Reading: C G t Are you a registered voter in Reading? e-mail address: Place a number next to your preferred position(s) (up to four choices) with #1 being your first priority. (Attach a resume if available) Animal Control Appeals Committee Aquatics Advisory Board Audit Committee Board of Appeals _Board of Cemetery Trustees _Board of Health Board of Registrars Bylaw Committee Celebration Committee -Cities for Climate Protection -Commissioner of Trust Funds Community Planning & Development Comm. Conservation Commission Constable Contributory Retirement Board Council on Aging Cultural Council Custodian of Soldiers' & Sailors' Graves Economic Development Committee Finance Committee Historical Commission Housing Authority Human Relations Advisory Committee -Land Bank Committee MBTA Advisory Committee Metropolitan Area Planning Council Mystic Valley Elder Services RCTV Board of Directors Recreation Committee RMLD Citizens Advisory Board Telecommunications and Technology Advisory Committee Town Forest Committee Trails Committee West Street Historic District Commission ther Please outline relevant experience for the position(s) sought: / /tIL~7~iint ~l.t(~.~an E) / > InL~3V I; _ flLV ~ 7- f / 3 ac Town of Reading 16 Lowell Street Reading, MA 01867 Fax: (781) 942-9037 Website: www.readinama.zov Finance Department Human Resources Division (781) 942-9033 November 7, 2012 Jacqueline D. Carson 2 Summit Drive 33 Reading, MA 01867 Dear Ms. Carson: Thank you for applying for a position on ad hoc Town Manager Screening Committee. The Board of Selectmen will be interviewing candidates on November 14, 2012, in the Conference Room, Town Hall, 16 Lowell Street, Reading, MA. We have scheduled your interview to take place at 7:30 p.m. Please note that interviews are being scheduled 15 minutes apart and applicants will be notified of the results the following day. Attached is a copy of the description of the Committee to which you have applied. Please make sure that we have in advance a resume or description of your qualifications if you would like to submit this material. Also, please note that the Charter requires that you be a resident of Reading and the Board of Selectmen requires that you be a registered voter to be considered for appointment (there are exceptions if the applicant is not old enough to be a registered voter). The following is a list of questions that the Board of Selectmen commonly asks of new applicants. 1. Can you meet the time commitment that will be required for this position? 2. Are there any conflicts in your personal or professional life with serving in the position that you seek? 3. Briefly summarize your qualifications. Why are you interested in this particular position? 4. Are there any specific issues that you would. like to deal with as a member of this Board, Committee or Commission? 5. Are you accessible to residents who have business before the Board, Committee or Commission to which you have applied - i.e. do you have a listed telephone number? Please contact Paula Schena at 942-9043 and let her know whether or not you will be able to be present for this interview. Sincerely, Carol Roberts Human Resource Administrator CR/ps 3o,I OFR 1012 NOV ^ 5 F19 I = 2 ~o Town of Reading, MA sJ9' MCORQ~~P Application for Appointment to Boards/Committees/Commissions Name:.--Carson Jacqueline Dale Date:-Oct. 30, 2012 (Last) (First) (Middle) Address: _2 Summit Dr 33, Reading MA 01867 Tel. (Home)-781-929-9588_ Tel. (Work) 781-944-6262 (Is this number listed?)_yes_ Occupation:-CEO Sanborn -Place, Home Care & Day Senlices_# of years in Reading:_16_ Are you a registered voter in Reading? yes e-mail address:- Jcarson824@aol.com Place a number next to your preferred position(s) (up to four choices) with #1 being your first priority. -Animal Control Appeals Committee -Audit Committee Board of Appeals -Board of Cemetery Trustees Board. of Health Board of Registrars -Bylaw Committee -Celebration Committee -Climate Advisory Committee -Commissioner of Trust Funds -Community Planning & Development Comm -Conservation Commission -Constable -Contributory Retirement Board -Council on Aging -Cultural Council Custodian of Soldiers' & Sailors' Graves Fall Street Faire Committee _T--Finance Committee _-Historical Commission -Housing Authority -Human Relations Advisory Committee _MBTA Advisory Board -Metropolitan Area Planning Council ----Mystic Valley Elder Services RCTV Board of Directors Recreation Committee RMLD Citizens Advisory Board Town Forest Committee Trails Committee West Street Historic District Commission _ Ad Hoc Committee _X_ Other: Town Manger Screening Committee Economic Development Committee Please outline relevant experience for the position(s) sought: (feel free to attach a resume or other statement of interest/qualifications) Please consider my interest in serving on the Town Manager Search Committee. I have attached my resume for your reviewing. I my experience and support of town politics will be of a service to the Search C=ommittee. Revised 4-10-12 Sal Jacqueline Carson 2 Summit Dr., Reading, MA 01867 Office: 781-944-6262 Cell: 781-929-9588 Email: jcarson@sanbornphc.org PROFESSIONAL EMPLOYMENT HISTORY: 11/96-PRESENT: Chief Executive Officer Sanborn- Place, Home Care & Day Services, division of United Church Homes Of Reading, Inc. & Peter Sanborn Place, Inc. 50 Bav State Road Reading, MA. Reports to a Board of Directors, Responsible for over-all development, implementation and operations for sister not-for-profit corporations providing for the continued care and development of housing services for seniors and special needs populations. Responsibilities -develop and monitor fiscal year budgets, grant writing, serve on several federal and state advocacy groups, staffing oversight of 90 employees. 03/94 -11/96 Independent Consultant, Contracting and Grant Writer Consultation - Resident Services, Elder Care & Special Needs populations, referral and resource networking, service coordinator, setting up individual programs of care. Contractual - Development, Grant Writing and Implementation of new programs and services for property management companies. Relocation planning, social service needs assessment, training of service providers, crime/violence prevention, recreation programs, service coordinator, individualized service planning, counseling and mediation with residents, educational/vocational support, promotion of Aging in Place program. • Individual Private Case Management • Housing Opportunities Unlimited, Harbor Point, Dorchester MA • Peabody Properties, Quincy MA • Corcoran, Jennison Management, Boston MA • Avalon Properties, Brookline MA • Carlyle House Nursing & Rehab, Framingham MA 11/84-2/94: Staff Positions, United Counseling Service. Inc. PO Box 558 Bennington, VT (Community Mental Health Center) Coordinator of Community Rehabilitation and Liaison. Services: Providing administrative and clinical oversight of programs servicing the persistently psychiatric disabled. Responsible for staff supervision, quality assurance & utilization review, completion of diagnostic evaluations, monitoring case management services, program development and implementation. Planned & monitored fiscal year budgets. Liaison for services provided to Southwestern Vermont Medical Center, VT, State District Court, VT, State Depts. Mental Health and Aging Disabilities. Emergency Services Clinician: Outpatient intake clinician for emergency walk-in-service and emergency crisis clinician for nights and weekends. Providing clinical assessments, brief intervention work, individual and group therapy; i.e. substance abuse, family and children's therapy. Outpatient Clinician: Individual and group psychotherapy and relevant clinical experience with children and adults (including geriatric), addressing chemical dependency (including dual diagnosis, chemical dependency/mental illness) personality disorders, family issues, incest and sexual abuse & assertiveness training. Current Community and Professional Affiliations: The Board of LeadingAge National and LeadingAge MA; Board of Directors Burbank YMCA; State and Federal affiliated focus groups; Member of Reading-North Reading, Wakefield and Stoneham Chambers of Commerce; Rotary and several community service projects. EDUCATION: Master Social Work & Public Policy Administration - State University of New York Masters in Counseling Psychology - Russell Sage College BA/BS Political Science and Psychology - Franklin Pierce College NY Regents Honors - Greenwich Central High School 30,61 Town of Reading 16 Lowell Street Reading, MA 01867 Fax: (781) 942-9037 Website: www.readingma.Lyov Finance Department Human Resources Division (781) 942-9033 November 7, 2012 Mark L. Dockser 110 Beaver Road Reading, MA 01867 Dear Mr. Dockser: Thank you for applying for a position on ad hoc Town Manager Screening Committee. The Board of Selectmen will be interviewing candidates on November 14, 2012, in the Conference Room, Town Hall, 16 Lowell Street, Reading, MA. We have scheduled your interview to take place at 7:45 p.m. Please note that interviews are being scheduled 15 minutes apart and applicants will be notified of the results the following day. Attached is a copy of the description of the Committee to which you have applied. Please make sure that we have in advance a resume or description of your qualifications if you would like to submit this material. Also, please note that the Charter requires that you be a resident of Reading and the Board of Selectmen requires that you be a registered voter to be considered for appointment (there are exceptions if the applicant is not old enough to be a registered voter). The following is a list of questions that the Board of Selectmen commonly asks of new applicants. 1. Can you meet the time commitment that will be required for this position? 2. Are there any conflicts in your personal or professional life with serving in the position that you seek? 3. Briefly summarize your qualifications. Why are you interested in this particular position? 4. Are there any specific issues that you would like to deal with as a member of this Board, Committee or Commission? 5. Are you accessible to residents who have business before the Board, Committee or Commission to which you have applied - i.e. do you have a listed telephone number? Please contact Paula Schena at 942-9043 and let her know whether or not you will be able to be present for this interview. Sincerely, Carol Roberts Human Resource Administrator CR/ps ~ "t'( D 25 A4 ,t-: 54 ~ Name: oo,~,1 5 (Last) Town of Reading, MA Anp~lication for Appointment to Boards/Committees/Commissions L Date: (First) (Middle) Address: ~l a /~4@4 Tel. (Home) Tel. (Work) 61~ - <-k;-(F (Is this number listed?) /IQ) Occupation: C° ~~~n # of years in Reading: Are you a registered voter in Reading? V-9-5 e-mail address: ~ Place a number next to your preferred position(s) (up to four choices) with #1 being your first priority. Animal Control Appeals Committee Audit Committee Board of Appeals Board of Cemetery Trustees Board of Health Board of Registrars Bylaw Committee Celebration Committee Climate Advisory Committee Commissioner of Trust Funds Community Planning & Development Comm. Conservation Commission Constable Contributory Retirement Board Council on Aging Cultural Council Custodian of Soldiers' & Sailors' Graves Economic Development Committee Fall Street Faire Committee Finance Committee Historical Commission Housing Authority Human Relations Advisory Committee MBTA Advisory Board Metropolitan Area Planning Council Mystic Valley Elder Services RCTV Board of Directors Recreation Committee RMLD Citizens Advisory Board Town Forest Committee Trails Committee West Street Historic District Commission Ad Hoc Committee ran --40,714 ~ Other Please outline relevant experience for the position(s) sought: (feel free to attach a resume or other statement of interest/qualifications) T q7-0~- i4 /d 41 1'1'7 VO~Pqj~~ ::Z_ ~01,_e5l4ed C112 Revised 4-10-12 14!~g~ 4v ? MARK DOCKSER mdockser(ri;gmail.com 617-671-5828 110 Beaver Road, Reading, MA 01867 hCtp:/%~a~w~a.linkedin.ruin'pub~nuxrk doch~ec'~~le~i9lii PROFILE: Hands-on, entrepreneurial international business leader/President. Successful track record redefining businesses, identifying and exploiting new opportunities, and accelerating growth in companies ranging from start-up to $30B in multiple industries. Willing to take educated risks to achieve market differentiation and success. Branding-Guerilla Marketing-Channel Development (online and offline)-Channel Management New Technologies-Emerging Markets-International Business Development Strong Technical Orientation and Competence-Fluent in French EXPERIENCE: CORAVIN/WINE MOSOUITO LLC, Woburn, MA 2011-Present Start up with patented wine access device for consumer and professional market President and Board Member-4/11-4/12 Partner, Executive in Residence-4/12-Present • Responsible for building company from the ground up and taking product into market testing • Led development from proof of concept model to highly stylized, premium consumer/institutional product • Full responsibility including P&L, engineering, marketing, finance, sourcing, hiring and all aspects of the operation AMPERGEN/UNIROSS BATTERIES CORP. Woburn, MA 2004-2010 Worldivide batterv and portable power solutions provider serving consumer, industrial and OEM markets General Manager-2008-2010 P&L responsibility for Consumer SBU, Marketing and Customer Care. Achieved $25MM revenue. Staff of 10 with 25 reports. • Delivered 13% over budget sales results in recession economy. Developed new distribution in key growth retail and e-tail. • Repositioned company focus from low quality/commodity, to consistent quality, value added, consumer value based branding. • Developed, launched Green brand positioned to replace throw away batteries with "pre-charged" rechargeable batteries • Promoted to GM for Industrial Business Unit in addition to Consumer Responsibilities, October 2009. Director, Global Marketing-Paris, France--September 2006-June 2007 Established and implemented worldwide vision--Europe, Asia, US. $30 MM revenue. Staff of 10 + 5 country managers. • Relaunched Uniross brand worldwide based on consumer defined market segmentation. President, RechargeablesOnline/Maxibatteries-2006-2008 Envisioned, specified, launched and managed $2 MM Global e-commerce division, RechargeablesOnline/Maxibatteries. Executive Vice President Marketing and Sales, US Division-2004- 2006, and 2007-2008 Developed strategy and tactics to bring Uniross brand into US market--packaging, programs, sales strategy and rep network. Created $20MM profitable division-OEM, Consumer, Professional. Led key account programs and sales calls. • Developed acquisition strategy for established battery brands, culminating in successful acquisition 8/06. iROBOT CORPORATION 2002-2004 The lnorldivide marketing and technology leader in mobile robots for the home and for militury applications. Director, US Consumer Channels Developed strategy and implemented launch and expansion plans for Roomba, the first US robot vacuum. Hired and managed staff of 5 plus network of reps and agencies. Achieved $15+ MM revenue in first 12 months. • Established distribution through specialty channels, direct to consumer channels and then into broader mass channels. • Envisioned, planned and launched direct-to-consumer business. $2.5MM sales in first 3 months. Full P&L responsibility. KEURIG PREMIUM COFFEE SYSTEMS 1999-2001 Pioneer of single cup coffee svstem,for offices and then homes in US and Global markets. Vice President, Marketing Responsible for growing commercial business and then start-up of consumer direct business based on market adoption of a new technology for brewing specialty coffee-one cup at a time. Controlled separate marketing P&Ls. Managed staff of 7. Commercial Division: Grew sales from $3MM to $15MM. • Drove product management, branding, communications, end user and distributor programs-- 5x growth in 2 years. • Negotiated domestic and international partnerships with major roasting companies and distributors. 3 ale MARK DOCKSER Page 2 of 2 Consumer Division: Developed business model and plan, obtained board approval and funds authorization. • Designed and executed product and market research including 18-month home use test program. • Defined product then selected and managed product development firm. Development cost within 10% of budget. • Specified and selected infrastructure system-accounting, integrated e-commerce platform, CRM, distribution/logistics. DOCKSER & COMPANY-HiLh Growth Venture Consultinp, 1996-1998 Consulting business focused on bringing new technologies to market. Managed successful assignments with start-ups, early stage companies and Fortune 500 companies. Consulting and full time roles. • GM/Onstar-Developed retention programs and recommendations for new, customer preferred services. • Personal start-up: Alternative Airline Meals-Developed business plan, negotiated with potential partners in food service, airlines. SOLECTRIA CORPORATION 1994-1996 A privately held, leader in electric vehicle technology; a company entirely funded through bootstrapping. Vice President, Planning and Business Development Professional ized internal operations and developed plans and relationships to position the company as a competent manufacturer and marketer of electric vehicles and components. Developed business and marketing plans in an extremely dynamic market. Led and managed marketing, sales, customer service, business development and public relations activities. Managed staff of 5. • Established relationships and contracts with major automobile component suppliers and OEMs in Detroit, Japan and Korea for research, sales and possible investments. Traveled extensively through Asia. • Sold more than 100 vehicles through successful negotiations with government and industry leaders, and private car dealers. KRYPTONITE CORPORATION 1991-1994 A leading manufacturer of'security products for bicycles, motorcycles, cars and sporting goods. Vice President and Board Member Led North American marketing (P&L), sales and customer service, representing $11 MM of the $15MM in annual revenues of this profitable company. Managed staff of 14. • Grew revenues 10-15% per year through innovative marketing and through new product and new market development. • Successfully developed, commercialized and positioned Kryptonite Sport range for Mass Merchant and Multi-Sport channels. SAFER, INC. 1989-1991 A venture-bucked, leading Mant facturer of environmentully safe consumer pesticides; sold and moved in 1991. Vice President of Marketing Responsible for the marketing strategy, operations, new product development and P&L management of the $7MM US division of this $9MM company. Actively involved in fundraising activities including potential MBO. Managed staff of 3. Drove successful turnaround from $8MM loss to an operating profit in 18 months. GTE PRODUCTS CORP., SYLVANIA LIGHTING DIVISION 1986-1989 The fourth largest light bulb manufacturer in the world with the number two share position in US consumer market. Marketing Manager Responsible for planning, forecasting and P&L management of a $200MM consumer product line, with focus on Grocery and Home Center channels of distribution. Achieved 20% annual profitable sales growth through account specific guerilla activities. Managed staff of four; $ l OMM advertising/sales promotion budget. GENERAL ELECTRIC COMPANY -MarketinE ManaLlement ProLlram 1984-1986 Marketing and Sales management assignments in Major Appliance Business Group ($4 B) and Lighting Business Group ($2 B). EDUCATION: Stanford Graduate School of Business. Master of Business Administration degree, Marketing and Strategic Management, 1984. Summer Consultant 1983 with Boston Consulting Group. Tufts University. Bachelor of Arts degree in Economics, Summa Cum Laude, 1980. 3Q6 Town of Reading 16 Lowell Street Reading, MA 01867 Fax: (781) 942-9037 Website: www.readinema.eov Finance Department Human Resources Division (781) 942-9033 November 7, 2012 Michael Giacalone 9 Orchard Park Drive Reading, MA 01867 Dear Mr. Giacalone: Thank you for applying for a position on ad hoc Town Manager Screening Committee. The Board of Selectmen will be interviewing candidates on November 14, 2012, in the Conference Room, Town Hall, 16 Lowell Street, Reading, MA. We have scheduled your interview to take place at 8:00 p.m. Please note that interviews are being scheduled 15 minutes apart and applicants will be notified of the results the following day. Attached is a copy of the description of the Committee to which you have applied. Please make sure that we have in advance a resume or description of your qualifications if you would like to submit this material. Also, please note that the Charter requires that you be a resident of Reading and the Board of Selectmen requires that you be a registered voter to be considered for appointment (there are exceptions if the applicant is not old enough to be a registered voter). The following is a list of questions that the Board of Selectmen commonly asks of new applicants. 1. Can you meet the time commitment that will be required for this position? 2. Are there any conflicts in your personal or professional life with serving in the position that you seek? 3. Briefly summarize your qualifications. Why are you interested in this particular position? 4. Are there any specific issues that you would like to deal with as a member of this Board, Committee or Commission? 5. Are you accessible to residents who have business before the Board, Committee or Commission to which you have applied - i.e. do you have a listed telephone number? Please contact Paula Schena at 942-9043 and let her know whether or not you will be able to be present for this interview. Sincerely, Carol Roberts Human Resource Administrator CR/ps 3 A,I K 7012 14CV -6 P14 I- 02 APPLICATION FOR APPOINTMENT TO BOARDS/COMMITTEES/COMMISSIONS, Name: Date: (Last) (First) (Middle) ' Address: Tel. (Home) 7'Y, Tel. (Work)'i (Is this number listed?) Occupation: -,7e- AC~. ZJ,,,L # of years in Reading: Are you a registered voter in Reading? e-mail address: Place a number next to your preferred position(s) (up to four choices) with #1 being your first priority. (Attach a resume if available) Animal Control Appeals Committee Aquatics Advisory Board Audit Committee Board of Appeals Board of Cemetery Trustees Board of Health Board of Registrars Bylaw Committee Celebration Committee Cities for Climate Protection Commissioner of Trust Funds Community Planning & Development Comm. Conservation Commission Constable Contributory Retirement Board Council on Aging Cultural Council Custodian of Soldiers' & Sailors' Graves Economic Development Committee Finance Committee Historical Commission Housing Authority Human Relations Advisory Committee Land Bank Committee MBTA Advisory Committee Metropolitan Area Planning Council Mystic Valley Elder Services RCTV Board of Directors Recreation Committee RMLD Citizens Advisory Board Telecommunications and Technology Advisory Committee Town Forest Committee Trails Committee West Street Historic District Commission ,10 Other Please outline relevant experience for the position(s) sought: x ',-"f~"-`~_ ~~.fll`~~N?~"s. - ~(;0'~~~7{-~ I%=~`~'~~:"~..~~~ ~-e.1~Y~~~.s'~.a ~b,,~ t~-~'~,,~~~✓~,J~ '~1.~ alAr - yCf ,<.A> r % _ J t s td. ' ..c?ja' ' y A~ ,f ~ .m.. ~ r v-~✓ ~ f~~1/ f f?~~_ °~j"6°~ ~LIC~. / .ZC~L-1C l Town of Reading 16 Lowell Street Reading, MA 01867 Fax: (781) 942-9037 Website: www.readinLma.%iov Finance Department Human Resources Division (781) 942-9033 November 7, 2012 David C. Greenfield 192 Woburn Street Reading, MA 01867 Dear Mr. Greenfield: Thank you for applying for a position on ad hoc Town Manager Screening Committee. The Board of Selectmen will be interviewing candidates on November 14, 2012, in the Conference Room, Town Hall, 16 Lowell Street, Reading, MA. We have scheduled your interview to take place at 8:15 p.m. Please note that interviews are being scheduled 15 minutes apart and applicants will be notified of the results the following day. Attached is a copy of the description of the Committee to which you have applied. Please make sure that we have in advance a resume or description of your qualifications if you would like to submit this material. Also, please note that the Charter requires that you be a resident of Reading and the Board of Selectmen requires that you be a registered voter to be considered for appointment (there are exceptions if the applicant is not old enough to be a registered voter). The following is a list of questions that the Board of Selectmen commonly asks of new applicants. 1. Can you meet the time commitment that will be required for this position? 2. Are there any conflicts in your personal or professional life with serving in the position that you seek? 3. Briefly summarize your qualifications. Why are you interested in this particular position? 4. Are there any specific issues that you would like. to deal with as a member of this Board, Committee or Commission? 5. Are you accessible to residents who have business before the Board, Committee or Commission to which you have applied - i.e. do you have a listed telephone number? Please contact Paula Schena at 942-9043 and let her know whether or not you will be able to be present for this interview. Sincerely, Carol Roberts Human Resource Administrator CR/ps RECEIVED TOWN CLERK Town of Reading, MA READING, MASS- R AnDlication for AunoiAfntment to Boards/Committees/Commissions P- 4- f/ LL ,ter Name: Date: `(Last first Middle Address: Tel. (Home) 7~/-7 g2--ZO -2 Z Tel. (Work/ '7,4x Zr (Is this number listed?) Occupation: /cam i` 1 A-VAL # of years in Reading: `f Are you a registered voter in Reading?_e e-mail address: _/r~P L) Place a number next to your preferred position(s) (up to four choices) with #1 being your first priority. Animal Control Appeals Committee Audit Committee Board of Appeals Board of Cemetery Trustees Board of Health Board of Registrars Bylaw Committee Celebration Committee Climate Advisory Committee Commissioner of Trust Funds Community Planning & Development Comm. Conservation Commission Constable Contributory Retirement Board Council on Aging Cultural Council Custodian of Soldiers' & Sailors' Graves Economic Development Committee Fall Street Faire Committee Finance Committee Historical Commission Housing Authority Human Relations Advisory Committee MBTA Advisory Board Metropolitan Area Planning Council Mystic Valley Elder Services RCTV Board of Directors Recreation Committee RMLD Citizens Advisory Board Town Forest Committee Trails Committee West Street Historic District Commission Ad Hoc Committee -/Other / r~rY/1 l "Z_vl . /S Please outline relevant experience for the position(s) sought: (feel free to attach a resume or other statement of interest/qualifications) /7 J Revised 4-10-12 3o-11 Town of Reading 16 Lowell Street Reading, MA 01867 Fax: (781) 942-9037 Website: www.readinama.aov Finance Department Human Resources Division (781) 942-9033 November 7, 2012 Brian C. Snell 99 Walnut Street Reading, MA 01867 Dear Mr. Snell: Thank you for applying for a position on ad hoc Town Manager Screening Committee. The Board of Selectmen will be interviewing candidates on November 14, 2012, in the Conference Room, Town Hall, 16 Lowell Street, Reading, MA. We have scheduled your interview to take place at 8:30 p.m. Please note that interviews are being scheduled 15 minutes apart and applicants will be notified of the results the following day. Attached is a copy of the description of the Committee to which you have applied. Please make sure that we have in advance a resume or description of your qualifications if you would like to submit this material. Also, please note that the Charter requires that you be a resident of Reading and the Board of Selectmen requires that you be a registered voter to be considered for appointment (there are exceptions if the applicant is not old enough to be a registered voter). The following is a list of questions that the Board of Selectmen commonly asks of new applicants. 1. Can you meet the time commitment that will be required for this position? 2. Are there any conflicts in your personal or professional life with serving in the position that you seek? 3. Briefly summarize your qualifications. Why are you interested in this particular position? 4. Are there any specific issues that you would like to deal with as a member of this Board, Committee or Commission? 5. Are you accessible to residents who have business before the Board, Committee or Commission to which you have applied - i.e. do you have a listed telephone number? Please contact Paula Schena'at 942-9043 and let her know whether or not you will be able to be present for this interview. Sincerely, Carol Roberts Human Resource Administrator CR/ps 3"19 Town of Reading, MA Application for Appointment to Boards/Committees/Commissions Name: SNELL BRIAN C (Last) (First) (Middle) Address: 99 WALNUT ST, READING Occupation: ATTORNEY Date: 11/2/12 Tel. (Home) 781-942-9552^ Tel. (Work) 781-942-4600_ (Is this number listed?)_YES_ # of years in Reading:_18_ Are you a registered voter in Reading?-YES- e-mail address: bcsnelllaw@verizon.net Place a number next to your preferred position(s) (up to four choices) with 91 being your first priority. Animal Control Appeals Committee Audit Committee Board of Appeals -Board of Cemetery Trustees -Board of Health Board of Registrars Bylaw Committee Celebration Committee Climate Advisory Committee Commissioner of Trust Funds Community Planning & Development Comm. Conservation Commission Constable Contributory Retirement Board Council on Aging Cultural Council Fall Street Faire Committee Finance Committee -Historical Commission -Housing Authority Human Relations Advisory Committee MBTA Advisory Board Metropolitan Area Planning Council Mystic Valley Elder Services ! RCTV Board of Directors Recreation Committee RMLD Citizens Advisory Board _ Town Forest Committee 4 Trails Committee West Street Historic District Commissi on Ad Hoc Committee _X_ Other -SCREENING COMMITTEE Custodian of Soldiers' & Sailors' Graves Economic Development Committee Please outline relevant experience for the position(s) sought: (feel free to attach a resume or other statement of interest/qualifications) As a resident of Reading for the past 18 years, I have participated in a number of town and volunteer committees. I am a member of Town Meeting. I participated for several years and then took a break for a while and was successful in getting back on last year. I have been a consistent member of various school councils, I am currently sitting on the Parker School Council. I am a member of Rotary and Chamber of Commerce, and a former member of various youth sports groups. Prior to my current job as a local business owner I worked in bank management positions. I would like to ensure that we hire an individual with a strong vision for Readings future. Revised 4-10-12 3~t1 Town of Reading 16 Lowell Street Reading, MA 01867 Fax: (781) 942-9037 Website: www.readinema.eov November 7, 2012 Brenda J. Sousa 129 Howard Street Reading, MA 01867 Dear Ms. Sousa: Finance Department Human Resources Division (781) 942-9033 Thank you for applying for a position on ad hoc Town Manager Screening Committee. The Board of Selectmen will be interviewing candidates on November 14, 2012, in the Conference Room, Town Hall, 16 Lowell Street, Reading, MA. We have scheduled your interview to take place at 8:45 p.m. Please note that interviews are being scheduled 15 minutes apart and applicants will be notified of the results the following day. Attached is a copy of the description of the Committee to which you have applied. Please make sure that we have in advance a resume or description of your qualifications if you would like to submit this material. Also, please note that the Charter requires that you be a resident of Reading and the Board of Selectmen requires that you be a registered voter to be considered for appointment (there are exceptions if the applicant is not old enough to be a registered voter). The following is a list of questions that the Board of Selectmen commonly asks of new applicants. , 1. Can you meet the time commitment that will be required for this position? 2. Are there any conflicts in your personal or professional life with serving in the position that you seek? 3. Briefly summarize your qualifications. Why are you interested in this particular position? 4. Are there any specific issues that you would like to deal with as a member of this Board, Committee or Commission? 5. Are you accessible to residents who have business before the Board, Committee or Commission to which you have applied - i.e. do you have a listed telephone number? Please contact Paula Schena at 942-9043 and let her know whether or not you will be able to be present for this interview. Sincerely, Carol Roberts Human Resource Administrator CR/ps Town of Reading, MA Application for Appointment to Boards/Committees/Commissions Name: Sousa Brenda Jean_ Date: 10-24-12 (Last) (First) (Middle) Address: 129 Howard St, Reading Tel. (Home)_781-872-1216 Tel. (Work)`617-320-2371 (cell) (Is this number listed?) no_ Occupation: Vice President of Human Resources # of years in Reading: 4 Are you a registered voter in Reading?-Yes e-mail address: bsousa6@yahoo.com Place a number next to your preferred position(s) (up to four choices) with #1 being your first priority. Animal Control Appeals Committee Audit Committee Board of Appeals Board of Cemetery Trustees Board of Health Board of Registrars Bylaw Committee Celebration Committee Climate Advisory Committee Commissioner of Trust Funds Community Planning & Development Comm. Conservation Commission Constable Contributory Retirement Board Council on Aging Cultural Council Custodian of Soldiers' & Sailors' Graves Economic Development Committee Fall Street Faire Committee Finance Committee Historical Commission Housing Authority Human Relations Advisory Committee MBTA Advisory Board Metropolitan Area Planning Council Mystic Valley Elder Services RCTV Board of Directors Recreation Committee RMLD Citizens Advisory Board Town Forest Committee 4-- Trails Committee West Street Historic District Commission Ad Hoc Committee _X_ Other -Town Manager Screening Committee Please outline relevant experience for the position(s) sought: (feel free to attach a resume or other statement of interest/qualifications) (Resume Attached) I have been a Human Resources professional for over 15 years. My experience includes a significant amount of recruiting for roles at all levels including executive positions in public, private and nonprofit organizations. As a resident of Reading I would be pleased to have the opportunity to collaborate with our Selectman and other members of the Screening Committee to fill this critical role for the Community. Revised 4-10-12 wv~ BRENDA J. SOUSA 129 HOWARD STREET, READING, MASSACHUSETTS 01867 (781) 872-1216 [H] 1 (617) 320-2371 [c] I bsousa6@yahoo.com SUMMARY A versatile, results oriented Human Resources leader with diverse hands-on experience in established and entrepreneurial organizations. Highly skilled at developing programs and processes to align human capital with strategic business objectives. Successful track record with merger integrations. Possess a decisive and equitable approach building positive, productive work environments. HIGHLIGHTS Strategic Leadership Operational Strategic Initiative Implementation C-level & BOD Advisor Compensation/Benefits Human Capital & Space Planning Complex Issue Resolution Federal/State Law Compliance Business Focus Development Performance Maximization Recruiting/Talent Management EXPERIENCE CONSTELLATION PHARMACEUTICALS. INC. 2010-Present A venture funded biotechnology company focused on novel science in the field of epigenetics. Vice President of Human Resources • Member of the management team for a growing, fast paced start up. • Partner with the CEO for all activities relating to the Compensation Committee. • Responsible for all aspects of human resources, from strategic planning activities such as resourcing to the day to day HR needs of all employees. • Extensive experience in recruiting specialized talent at all levels within short timeframes. • Create and implement key HR policies and procedures such as company bonus program, change in control policy, an Employee Handbook, midyear performance assessments and leadership development training. • Coach and counsel employees at all levels within the organization. EPIX PHARMACEUTICALS. INC. 1998 -2009 A publicly traded biopharmaceutical company focused on discovering and developing novel therapeutics. Vice President of Human Resources & Operations Sr. Director of Human Resources Director of Human Resources Sr. Manager of Human Resources • Selected to serve as member of executive management team responsible for business strategy, operations, organizational development and public company compliance requirements. • Participated in Board of Director meetings and company point person for the Compensation Committee. • Experienced with fostering a united company culture amongst employees of diverse backgrounds including satellite location in Ramat Gan, Israel. • Led merger integration efforts including company culture, policies, procedures and facilities relocation. • Planned and executed multiple reductions in force while maintaining business focus and employee morale. • Initiated and served as Chairperson of the Promotion Review Board responsible for assessing all employee promotion requests. • Created Executive Compensation Programs and company-wide competitive salary / benefit analysis to meet company's growth strategy and compensation philosophy. • Designed successful performance review program with goal accountability and leadership feedback components. 3 O;L, BRENDA J. SOUSA Page 2 of 2 • Recruited quality employees utilizing advertising, professional recruiters, on-line tools and career fair recruiting. • Designed and implemented company-wide Climate Surveys; facilitated employee focus groups for change management resulting in improved results in all areas. • Partnered with development consultant to develop and deploy annual company-wide .leadership development and business skills training programs. • Designed and facilitated Product Leader Development Training Program. • Developed HR team to work across functions providing additional expertise and department coverage. • Successfully migrated organization to an enhanced 401(k) plan. • Supervised Health & Safety function to ensure superior safety compliance, including a full safety audit and execution of recommended actions. • Delivered project oversight for $3.3M laboratory/office build out. • Supervised Facilities function including shipping & receiving and the Global Information Technology group. RKS HEALTH VENTURES & SPENCE CENTER FOR WOMEN'S HEALTH 1995 - 1998 A Cambridge based start up company focused on delivering quality healthcare. Purchased by Partners Healthcare. Director of Human Resources • Member of a two-person team responsible for transition of company, employees and assets after being purchased by Partners Healthcare. • Provided employee relations to all levels of staff. • Successfully recruited 200 employees for four locations. • Reduced overall recruiting costs by identifying areas of success vs. expense. • Defined and created employee policies and procedures as appropriate for the growth of the company including comprehensive rewrite of the employee handbook. • Negotiated, implemented and facilitated a full compliment of employee benefits. • Served as Cafeteria Plan Administrator; created and implemented a successful plan. • Proficient in all aspects of the FMLA, ADA and all state and federal regulations. PREVIOUS WORK EXPERIENCE A variety of professional sales and marketing positions in the Hospitality industry including the Hilton, Sonesta and Stouffer Hotels. SELECTED AFFILIATIONS Active member of Society for Human Resources Management Former member of Board of Directors, Career Collaborative, not for profit organization supporting under privileged families with employment needs EDUCATION BA, Concentration in Psychology, University of Massachusetts, Lowell, MA 3 ca3 Town of Reading 16 Lowell Street Reading, MA 01867 Fax: (781) 942-9037 Website: www.readinema.eov Finance Department Human Resources Division (781) 942-9033 November 7, 2012 Robert L. Spadafora 10 Cory Lane Reading, MA 01867 Dear Mr. Spadafora: Thank you for applying for a position on ad hoc Town Manager Screening Committee. The Board of Selectmen will be interviewing candidates on November 14, 2012, in the Conference Room, Town Hall, 16 Lowell Street, Reading, MA. We have scheduled your interview to take place at 9:00 p.m. Please note that interviews are being scheduled 15 minutes apart and applicants will be notified of the results the following day. Attached is a copy of the description of the Committee to which you have applied. Please make sure that we have in advance a resume or description of your qualifications if you would like to submit this material. Also, please note that the Charter requires that you be a resident of Reading and the Board of Selectmen requires that you be a registered voter to be considered for appointment (there are exceptions if the applicant is not old enough to be a registered voter). The following is a list of questions that the Board of Selectmen commonly asks of new applicants. 1. Can you meet the time commitment that will be required for this position? 2. Are there any conflicts in your personal or professional life with serving in the position that you seek? 3. Briefly summarize your qualifications. Why are you interested in this particular position? 4. Are there any specific issues that you would like to deal with as a member of this Board, Committee or Commission? 5. Are you accessible to residents who have business before the Board, Committee or Commission to which you have applied - i.e. do you have a listed telephone number? Please contact Paula Schena at 942-9043 and let her know whether or not you will be, able to be present for this interview. Sincerely, Carol Roberts Human Resource Administrator CR/ps 7011 NOV _b PM 3* 55 Town of Reading, MA Annlication for Annointment to Boards/Committees/Commissions Name: Spadafora, Robert L (Last), (First) (Middle) Date: November 6, 2012 Address: 10 Cory Lane, Reading Occupation: Attorney Are you a registered voter in Reading? Yes Tel. (Home)781-944-8223 Tel. (Work) 781-944-8223 (Is this number listed?) # of years in Reading: 30+ years e-mail address: robspadafora@gmail.com Place a number next to your preferred position(s) (up to four choices) with #1 being your first priority. -Animal Control Appeals Committee Audit Committee Board of Appeals Board of Cemetery Trustees -Board of Health Board of Registrars -Bylaw Committee Celebration Committee -Climate Advisory Committee Commissioner of Trust Funds -Community Planning & Development Comm Conservation Commission Constable Contributory Retirement Board -Council on Aging Cultural Council Custodian of Soldiers' & Sailors' Graves Economic Development Committee Fall Street Faire Committee Finance Committee Historical Commission Housing Authority Human Relations Advisory Committee MBTA Advisory Board Metropolitan Area Planning Council Mystic Valley Elder Services RCTV Board of Directors Recreation Committee RMLD Citizens Advisory Board Town Forest Committee Trails Committee West Street Historic District Commission _1_ Ad Hoc Committee: Town Manager Screening Other Please outline relevant experience for the position(s) sought: (feel free to attach a resume or other statement of interest/qualifications) As a Town Meeting member first elected almost twenty years ago serving over various periods of time coupled with my tenure on the Reading School Committee, I have had significant interactions with the Town Manager and truly understand the importance of the duties and responsibilities required for such a position. More importantly, I have served on the School Committee during two separate Superintendent searches and ultimate hires - including one during a time when we had the same administration for nearly twenty-five years. The upcoming town manager search is quite similar based on his tenure with the Town and requires careful screening. The previous searches that I was involved included site visits to the Revised 4-10-12 3w various towns, interviewing and gathering input from the public which were all crucial in the process. And finally, having lived in town for over three decades, I know the culture of our community which is unique to Reading. On the private sector side, I serve as in-house counsel and deal with a variety of legal issues including commercial and transactional as well as employment and compliance matters. These experiences coupled with the deep understanding of town government, I hope to contribute to the town manager screening committee. 3 w2~ Town of Reading 16 Lowell Street Reading, MA 01867 Fax: (781) 942-9037 Website: www.readinema.eov Finance Department Human Resources Division (781) 942-9033 November 7, 2012 Marsie K. West 3 Whitehall Lane Reading, MA 01867 Dear Ms. West: Thank you for applying for a position on ad hoc Town Manager Screening Committee. The Board of Selectmen will be interviewing candidates on November 14, 2012, in the Conference Room, Town Hall, 16 Lowell Street, Reading, MA. We have scheduled your interview to take place at 9:15 p.m. Please note that interviews are being scheduled 15 minutes apart and applicants will be notified of the results the following day. Attached is a copy of the description of the Committee to which you have applied. Please make sure that we have in advance a resume or description of your qualifications if you would like to submit this material. Also, please note that the Charter requires that you be a resident of Reading and the Board of Selectmen requires that you be a registered voter to be considered for appointment (there are exceptions if the applicant is not old enough to be a registered voter). The.following is a list of questions that the Board of Selectmen commonly asks of new applicants. 1. Can you meet the time commitment that will be required for this position? 2. Are there any conflicts in your personal or professional life with serving in the position that you seek? 3. Briefly summarize your qualifications. Why are you interested in this particular position? 4. Are there any specific issues that you would like to deal with as a member of this Board, Committee or Commission? 5. Are you accessible to residents who have business before the Board, Committee or Commission to which you have applied - i.e. do you have a listed telephone number? Please contact Paula Schena at 942-9043 and let her know whether or not you will be able to be present for this interview. Sincerely, C's- Carol Roberts Human Resource Administrator C R/ps 3 A z,-7 oeR~q 0 Ko~NO a ~ ~ Sod ~ so Fa s ~wa ~ ~1 , ~7 A $wn of Reading, MA IN R4~¢IS Application for Appointment to Boards/Committees/Commissions Name:-West, Marsie K (Last) (First) Address: 3 Whitehall Lane, Reading Occupation: AVP, Strategic Initiatives Are you a registered voter in Reading?_Yes Tel. (Home)_781-942-0604 Tel. (Work)_617-663-2211 (Is this number listed?) Yes # of years in Reading: 19 e-mail address:_mkwest06aa,mail.com Place a number next to your preferred position(s) (up to four choices) with #1 being your first priority. Animal Control Appeals Committee Audit Committee Board of Appeals Board of Cemetery Trustees Board of Health Board of Registrars Bylaw Committee Celebration Committee Climate Advisory Committee Commissioner of Trust Funds Community Planning & Development Comm. Conservation Commission Constable -Contributory Retirement Board Council on Aging Cultural Council Custodian of Soldiers' & Sailors' Graves Economic Development Committee Fall Street Faire Committee Finance Committee Historical Commission Housing Authority Human Relations Advisory Committee MBTA Advisory Board Metropolitan Area Planning Council Mystic Valley Elder Services RCTV Board of Directors Recreation Committee RMLD Citizens Advisory Board Town Forest Committee Trails Committee West Street Historic District Commission Ad Hoc Committee 1 Other Town Manager Search Committee Please outline relevant experience for the position(s) sought: (feel free to attach a resume or other statement of interest/qualifications) Town Government: Town Meeting Member - 6 years FINCOM - 9 years: Chair - 2 years; Vice Chair - 1 year RMLD Commissioner - 1 year; Audit Committee - 3 years GM Search Committee member Extensive interviewing & hiring experience in professional career - see resume attached (Middle) Date: 11/6/12 Revised 4-10-12 2 X26 J Marsie K. West 3 Whitehall Lane, Reading, MA o1867 SUMMARY (781) 942-0604 mkwesto6C-2mail.com A proven leader in financial services supporting institutional, investment advisor and private wealth business lines with strong team management and collaboration skills. Experience managing across multiple locations and teams to define Best Practices and focus on operational excellence, business results and client service. Technical and process expertise to set strategic direction and implement complex solutions with measurable results. Lead projects to analyze current state and define future state with presentation of results/recommendations to persuade and influence senior management. Key successes: • Design and implementation of major transformation/re-engineering initiative with productivity improvement of 133% and annual savings over $1 million • Establish 5 new business lines with development of operational support models • Product management and strategic direction for over 30 operational systems - reduced to 12 • Project and business process management across business lines and global locations • Process improvement initiatives with cost savings, risk reduction and quality improvements • Creation of new and enhanced operating models to support business lines globally • Offshore transition of performance and analytics functions • Lead investment performance team supporting 18,00o institutional accounts (assets over $1.8 trillion), 1,700 investment manager accounts and 28,00o private wealth accounts • Staff management of 70 global professionals in multiple cities • System implementation and conversion for 4 performance measurement systems PROFESSIONAL EXPERIENCE BANK of NEW YORK MELLON (formerly Mellon Financial, Russell/Mellon Analytical Services and Boston Safe Deposit & Trust, Everett, MA) First Vice President, Operations Strategy Group First Vice President, Business Process Strategy Director, Product Management - Internal Operations 2oog-Current 2006-2oog 2003-2006 • Consult on business process improvements to reduce cost and risk or improve quality • Lead projects for senior management across business lines and global locations • Create operational models incorporating Best Practices, efficiency and risk management • Develop strategic initiatives for Custody, Backoffice, Performance, Fund and Trust Accounting • Assess off-shore opportunities for Trust Accounting functions and define initial approach • Design multi-year performance transformation/re-engineering program and oversee implementation with productivity improvement of 133% and annual savings over $1mm • Define business process improvements and metrics to track achieved results • Manage 30 products; set strategy to consolidate performance operational toolsets down to 12 • Assess off-shore opportunity for Performance functions & manage transition low cost location • Prioritize projects with Operations, Technology and Product Management across portfolio • Develop project business cases and present to management for corporate funding • Define guidelines for new operations front-end system • Develop Best Practices and Guiding Principles for Global Operations teams • Create strategic security reference approach to support Performance & Risk Analytics products 30,2-q PROFESSIONAL EXPERIENCE Senior Manager, Global Performance Measurement, Executive Team 1999 - 2003 • Investment performance responsibility for 18,ooo institutional trust accounts with assets over $1.8 trillion and 28,ooo private wealth management client trust accounts • Implement performance backoffice outsourcing for major investment management firm with 1,70o accounts and $88 billion in AUM • Manage budget exceeding $4.7 million in expenses • Hire, train and manage staff of 70 performance and analytics professionals across 3 offices • Establish and train Canadian and UK staff in systems, business process and best practices • Ensure methodologies support client compliance with AIMR-PPS / GIPS • Convert major performance measurement system and maintain client quality through transition • Due diligence team member for establishment of joint venture with Russell Vice President, Manager of Performance Measurement 1994 -1998 • Provide performance for 4,000 institutional accounts and 15,000 private client accounts • Hire, train, and manage staff of 32 to support performance and analytics • Maintain compliance with AIMR Performance Presentation Standards • Develop tracking system to monitor timeliness and accuracy of client deliverables • Market performance measurement services to new and existing clients • Oversee and implement institutional performance system conversion • Implement new private wealth management performance system • Work with clients and staff to address unique/complex situations • Develop and review enhancements to process and systems to improve efficiencies WACHOVIA BANK (Winston-Salem, NC) Vice President, Manager of Investment Performance Services 1992-1994 • Manage and train staff supporting institutional and personal trust • Primary liaison with clients to ensure accuracy of returns and compliance with AIMR standards • Market investment performance services to new and existing clients • Design, create, market new investment consulting products and customized reporting • Develop and.review enhancements to graphical on-line client delivery system Assistant Vice President, Senior Investment Performance Consultant 1989 -1992 • Research and respond to inquiries on performance results • Prepare and deliver performance returns and custom reports • Test major system upgrade and implement for client accounts Trust Officer, Account Manager 1983 -1989 • Key contact for master trust plans in excess of $500 million • Direct 1o trust assistants in daily administration, accounting and distribution of trust assets EDUCATION / OTHER University of Pennsylvania, Philadelphia, PA - BA in Economics Professional Training: BMGI Lean Six Sigma Green Belt, Qualtec Six Sigma Champion, Mellon Leadership Academy, Thunderbird School of Management Emerging Global Leaders Town of Reading, MA - Finance Committee Chair 201o-Current, Member 2003-Current, Town Meeting Member 2007-Current Destination Imagination/Odyssey of the Mind - Coach; Appraiser 3 a3 0 Town of Reading 16 Lowell Street Reading, MA 01867 Fax: (781) 942-9037 Website: www.readint!ma.eov Finance Department Human Resources Division (781) 942-9033 November 8, 2012 Steven J. Sadwick 138 Prospect Street Reading, MA 01867 Dear Mr. Sadwick: Thank you for applying for a position on ad hoc Town Manager Screening Committee. The Board of Selectmen will be interviewing candidates on November 14, 2012, in th_e Conference Room, Town Hall, 16 Lowell Street, Reading, MA. We have scheduled your interview to take place at 9:30 p.m. Please note that interviews are being scheduled 15 minutes apart and applicants will be notified of the results the following day. Attached is a copy of the description of the Committee to which you have applied. Please make sure that we have in advance a resume or description of your qualifications if you would like to submit this material. Also, please note that the Charter requires that you be a resident of Reading and the Board of Selectmen requires that you be a registered voter to be considered for appointment (there are exceptions if the applicant is not old enough to be a registered voter). The following is a list of questions that the Board of Selectmen commonly asks of new applicants. 1. Can you meet the time commitment that will be required for this position? 2. Are there any conflicts in your personal or professional life with serving in the position that you seek? 3. Briefly summarize your qualifications. Why are you interested in this particular position? 4. Are there any specific issues that you would like to deal with as a member of this Board, Committee or Commission? 5. Are you accessible to residents who have business before the Board, Committee or Commission to which you have applied - i.e. do you have a listed telephone number? Please contact Paula Schena at 942-9043 and let her know whether or not you will be able to be present for this interview. Sincerely, Carol Roberts Human Resource Administrator CR/ps 3 a3 ~ 7012 t_jV _g 1 ,14 ! 32 APPLICATION FOR APPOINTMENT TO BOARDS/COMMITTEES/COMMISSIONS Name: A 64__ Date: 1 / (Last) (First) (Middle) I c~ Address: ~S V~-o Tel. (Home) ^S J Tel. (Work) 677, ~5 /V (Is this number listed?) Occupation: )ch Y~ . ~~~VL- # of years in Reading: Are you a registered voter in Reading? e-mail address: Place a number next to your preferred position(s) (up to four choices) with #1 being your first priority. (Attach a resume if available) Animal Control Appeals Committee Aquatics Advisory Board Audit Committee Board of Appeals Board of Cemetery Trustees Board of Health Board of Registrars Bylaw Committee Celebration Committee Cities for Climate Protection Commissioner of Trust Funds Community Planning & Development Comm. Conservation Commission Constable Contributory Retirement Board Council on Aging Cultural Council Custodian of Soldiers' & Sailors' Graves Economic Development Committee Finance Committee Historical Commission Housing Authority Human Relations Advisory Committee Land Bank Committee MBTA Advisory Committee Metropolitan Area Planning Council Mystic Valley Elder Services RCTV Board of Directors Recreation Committee RMLD Citizens Advisory Board Telecommunications and Technology Advisory Committee Town Forest Committee Trails Committee West Street Historic District Commission Other I La IA4~4 SCIe Please outline relevant experience for the position(s) sought: 3-32 Town of Reading 16 Lowell Street Reading, MA 01867 Fax: (781) 942-9037 Website: www.readinema.yov Finance Department Human Resources Division (781) 942-9033 November 8, 2012 Andrew W. Grimes 103 Oak Street Reading, MA 01867 Dear Mr. Grimes: Thank you for applying for a position on ad hoc Town Manager Screening Committee. The Board of Selectmen will be interviewing candidates on November 14, 2012, in the Conference Room, Town Hall, 16 Lowell Street, Reading, MA. We have scheduled your interview to take place at 9:45 p.m. Please note that interviews are being scheduled 15 minutes apart and applicants will be notified of the results the following day. Attached is a copy of the description of the Committee to which you have applied. Please make sure that we have in advance a resume or description of your qualifications if you would like to submit this material. Also, please note that the Charter requires that you be a resident of Reading and the Board of Selectmen requires that you be a registered voter to be considered for appointment (there are exceptions if the applicant is not old enough to be a registered voter). The following is a list of questions that the Board of Selectmen commonly asks of new applicants. 1. Can you meet the time commitment that will be required for this position? 2. Are there any conflicts in your personal or professional life with serving in the position that you seek? 3. Briefly summarize your qualifications. Why are you interested in this particular position? 4. Are there any specific issues that you would like to deal with as a member of this Board, Committee or Commission? 5. Are you accessible to residents who have business before the Board, Committee or Commission to which you have applied - i.e. do you have a listed telephone number? Please contact Paula Schena at 942-9043 and let her know whether or not you will be able to be present for this interview. Sincerely, Carol Roberts Human Resource Administrator CR/ps 3'-33 2012 tv#~O`d -8 Ply, 12: 22 APPLICATION FOR APPOINTMENT TO BOARDS/COMMITTEES/COMMISSIONS Name: Ce'(,"IC5 Nnf?,EG_/ (Last) (First) Address: Jo-3 D,¢1 5 1.,/ Date: M- t(/~/~y (Middle) ' Occupation: 7- 4.v- Are you a registered voter in Reading? Tel. (Home) '74( 0z- if ---7 Tel. (Work) 91-7 -z a'y- -7 3 2 (Is this number listed?) . # of years in Reading: 15 e-mail address: cc Place a number next to your preferred position(s) (up to four choices) with #1 being your first priority. (Attach a resume if available) Animal Control Appeals Committee Aquatics Advisory Board Audit Committee Board of Appeals Board of Cemetery Trustees Board of Health Board of Registrars Bylaw Committee Celebration Committee Cities for Climate Protection Commissioner of Trust Funds Community Planning & Development Comm. Conservation Commission Constable Contributory Retirement Board Council on Aging Cultural Council Custodian of Soldiers' & Sailors' Graves Economic Development Committee Finance Committee Historical Commission Housing Authority Human Relations Advisory Committee Land Bank Committee MBTA Advisory Committee Metropolitan Area Planning Council Mystic Valley Elder Services RCTV Board of Directors Recreation Committee RMLD Citizens Advisory Board Telecommunications and Technology Advisory Committee Town Forest Committee Trails Committee West Street Historic District Commission _ZOther 1 dw1 Ma„ yew 5ee; -~4 ,,rifcc Please outline relevant experience for the position(s) sought: I ~r~ctrS ~i~ 1 inanCC Cd~~+i7~c~ i~rc~r~~' ifrrxrc Gr` /~r.;r i r o ~ N C C O co M C7 fT 3 r CD .j C/) C,l3 G O~,3 H