BDBMC 1st Quarter Report FY 2014-15 by Business Development Board of Martin County

QUARTERLY REPORT First Quarter Fiscal Year 2014-2015 Business Development Board of Martin County 1

Business Development Board of Martin County Exhibit "A" Scope of Services October 1, 2014 - December 31, 2014 1st Quarter 2014-2015 Economic Development Deliverables ITEM #1 BUSINESS RETENTION & EXPANSION - Oversee and/or partner on job fairs a - Conduct local business retention and expansion survey and compile results for business, b education and government entities to use as a resource - Visit local targeted companies through a structured Business Retention & Expansion c program to assess needs

d e

- Strategically promote Martin County through advertising in local and state mediums - Continue to update a comprehensive sites and buildings database in-house

- Conduct industry roundtables to include CEO, Export, Marine, Aviation and Entrepreneur

g h i j

- Coordinate trainings for local companies including Supervisory Skills, Customer Service, LEAN, etc. - Assist in State training grant applications to local targeted businesses - BR&E Marketing materials - Seek industry awards for existing business nominations

ITEM #2 SMALL BUSINESS OUTREACH

a b c d

- Visit small business owners to identify challenges and opportunities - Partnership and resource assistance with the Small Business Development Center - Small Business Resource outreach and mailing -Business Accelerator Program (BAP)

ITEM #3 COMMUNITY OUTREACH

a b c d e f g h i

- Production of research reports outlining local industry labor market trends, income/wage studies, new economy trends, etc. - Begin to raise private revenue to fund county economic development programs - Create and distribute monthly newsletters - Contract annually with 3rd party firm to conduct ROI study - Report and present BDBMC activities quarterly to the BOCC - Report and present an annual activity report to the BOCC - Community outreach events - Martin County marketing video - Weekly Business Update page in Stuart News/TC Palm

ITEM #4 ENTERPRISE ZONE

a b c d e

- Companies utilizing Enterprise Zone opportunities - Prepare annual Enterprise Report and deliver to the State of Florida - Conduct four (4) quarterly Enterprise Zone Development Agency meetings - Conduct one (1) billing insert mailing for community outreach -Downtown Indiantown marketing materials

ITEM #5 MARKETING/BUSINESS ATTRACTION

a b c d e f g h i

- Number of announced projects to include expansion or new businesses in Martin County - New capital investment to Martin County from expansion or relocation projects - Create promotional materials for the Fiber opportunities in Martin County - Participation in regional marketing initiatives related to economic development in the four county area - Participate in trade shows to market Martin County as a site for business (see 5d) - Strategically Promote Martin County's business environment through advertising via national and international mediums -Participate in economic development conferences Enterprise Florida Collaboration & General Meeting -Targeted sector marketing materials

ITEM 6# INDUSTRIAL DEVELOPMENT AUTHORITY

a b

- Coordinate four (4) quarterly IDA meetings - Prepare and file IDA State reporting Addendum A - Other Activities Addendum B - Financial Reporting

Business Development Board of Martin County QUARTERLY REPORT OF SERVICES First Quarter Fiscal Year 2014/2015 October 1, 2014 â&#x20AC;&#x201C; December 31, 2014

1002 SE Monterey Commons Blvd. l Suite 203 l Stuart, Florida 34996 772.221.1380 l info@bdbmc.org l www.bdbmc.org

ITEM #1: BUSINESS RETENTION & EXPANSION a) Conducted one Job Fair on October 24, 2014 at Indian River State College. The event was held from 9:00 am – 2:00 pm with 42 companies participating and close to 400 job seekers present. All materials associated with this program are attached to this report and labeled as ITEM #1a. b) A local business retention and expansion survey was distributed to over 200 companies in October. The survey is attached and labeled as ITEM #2a and. The BDBMC continues to receive completed surveys and with compile results in the third quarterly report. c) Local Targeted Company visit numbers: 66 Please see detail in attached Item #1c d) The BDBMC continues to promote Martin County through local and state mediums. This quarter, an advertisement appeared locally in The Stuart News’ “Progress & Innovation” publication and featured the BDBMC’s Annual Business Appreciation Award Winners. A copy of the advertisement is labeled as ITEM #1d. A second advertisement this quarter appeared in The Stuart Magazine and featured the “Board Meetings Don’t Have to be Boring” slogan. A copy of this advertisement is also labeled as ITEM #1d. e) Sites and Buildings: 158 sites Please see detail in attached Item #1e f) The BDBMC coordinated and planned one Industry Roundtable during the first quarter focusing on “Medical Tourism”. The program was held at the Elliot Museum and was well attended by Martin County’s medical community. A copy of the agenda and other information relating to the event are included in this report and labeled ITEM #1f. g) The BDBMC is coordinating 1 training program for 2nd quarter titled “Marketing and Social Media BOOTCAMP” The event is in partnership with SCORE’s Treasure Coast Chapter and is sold out with 25 participants. A copy of the marketing flyer is included in this report and labeled ITEM #1g. h) The BDBMC continually promotes training grant programs offered on the local and state level. State funding was limited this year however the BDBMC continues to promote the state’s IWT and QRT training grant

programs along with local On the Job training dollars available to local companies. More information is labeled as ITEM #1h. i)

The BDBMC updated and reprinted the “Small Business Resource Guide for 2014-2015. This guide is a vital resource for small to medium sized businesses in Martin County. The BDBMC distributes the guide to all new and renewing Business Tax Receipt holders in Martin County. 5,000 copies were printed and a copy is included and labeled as ITEM #1i. Also updated and printed was material promoting the BDBMC’s Prospector Tool. The Prospector is a real estate and demographic tool utilized by the BDBMC, the real estate industry and local businesses to help identify available buildings, land and demographic information. A copy of this material is labeled as ITEM #1i.

The BDBMC nominated many companies for Grow FL’s “50 Companies to Watch”. Four Martin County companies were recognized with this designation. Winners included: PAC Seating Systems, UCT Coatings, Level 3 Inspection and Lenco Marine. A complete press release is included and labeled ITEM #1j.

ITEM #2 SMALL BUSINESS OUTREACH a) Small Business owner visits 1st Quarter: 23 Please see detail in attached Item #2a b) Small Business Development Center partnership with IRSC: 56 company visits Please see detail in attached Item #2b c) The BDBMC distributes its Small Business Resource Guide throughout the year. First quarter distribution included 283 Guides to new and renewing business tax receipt holders. d) The BDBMC has partnered with Indian River State College and launched the new Business Accelerator Program (BAP). A complete outline of the program and additional materials are included in this report and labeled ITEM #2d.

ITEM #3 COMMUNITY OUTREACH a) Production of research reports outlining local industry labor market trends, income/wage studies, new economy trends, etc.- To be presented in the 2nd quarterly report b) Begin to raise private revenue to fund county economic development programs- On-going effort, currently developing investor program with benefits and funding levels. c) The BDBMC created and distributed monthly newsletters in October and November. A copy of each is labeled ITEM #3c. d) Contract annually with a 3rd party firm to conduct ROI study – Pending. e) Report and present BDBMC activities quarterly to the BOCC – Ongoing. f) Report and present an annual activity report to the BOCC – Delivered to County Administrator on January 29, 2015. g) Community outreach events: 6 Business Appreciation Luncheon, Indiantown Education Coalition Fundraiser, Indiantown Tour with Marty Mielke and Anne Bell from Senator Denise Grimsley’s office, Warfield Elementary Holiday Shopping, SPAM Robotics Kick-Off Breakfast, White Doves Holiday Drive h) Create a Martin County business marketing video – Currently in Production. i)

Produce a Weekly Business Update page in The Stuart News/TCPalm – See ITEM#3i.

ITEM #4 ENTERPRISE ZONE a) Companies Utilizing Enterprise Zone opportunities: 3 Please see detail in attached ITEM #4a b) Prepare annual Enterprise Zone Report and deliver to the State of Florida â&#x20AC;&#x201C; Due July, 2015. c) Conduct four quarterly Enterprise Zone Development Agency meetings: 1 d) Conduct one billing insert mailing for community outreach. 1 e) Create Indiantown marketing material â&#x20AC;&#x201C; Currently In Production

ITEM #5 MARKETING/BUSINESS ATTRACTION a) Number of Announced projects to include expansion or new business in Martin County. No closed announced projects this quarter. b) New capital investment to Martin County from expansion and relocation projects Reported on an annual basis. c) Create promotional materials for Fiber Optic opportunities in Martin CountyCurrently In-Production. d) The BDBMC partnered with Florida’s Research Coast (FRC) on 2 events this quarter. FRC is a coalition of Martin, St. Lucie, Indian River and Okeechobee County’s Economic Development Organizations and CareerSource Research Coast. FRC exhibited at the National Business Aviation Association (NBAA) tradeshow in Orlando. The BDBMC designed collateral material for the event as well as staffed the three day show. NBAA is the world's largest and most important business aviation event. Ranked as the fourth largest tradeshow in the U.S., NBAA2014 featured over 1,000 exhibitors showcasing the latest products and services in the industry, nearly 100 side-by-side business aircraft at the static display, opportunities to network with 25,000 business aviation professionals and dozens of education sessions to ensure you are operating as safely and efficiently as possible. Samples of the marketing material are labeled ITEM #5d Purpose: Aviation/Aerospace businesses are a vital part of the economy in our region. This trade show allowed the four county region the ability to promote our local aviation companies as well as the assets of moving to the region. The partners met with hundreds of exhibiters, CEO’s and prospective leads highlighting the region. For the first time, FRC coordinated a site selection trip on its own to market only the four county region. FRC hired Marketing Alliance to schedule one on one meetings with site consultants in the Chicago area in November. Purpose: To

meet face to face with site selection consultants to promote our region to their prospective clients with projects looking to relocate to the Southeast. Attached and labeled as ITEM #5D is a schedule of visits made on the trip. e) Participate in trade shows to market Martin County as a site for business – Refer to 5d – NBAA partnership with FRC. f) Strategically promote Martin County’s business environment through advertising via national and international mediums. None this quarter. g) Participate in Economic Development Conferences: The BDBMC participated in two conferences this quarter. Enterprise Florida’s quarterly Stakeholders Council (BDBMC is a board member) was held in October. The purpose of these meetings is to update Florida EDO partners on state activities and initiatives moving forward in economic development and address a legislative list of priorities for the coming year. The agenda is labeled as ITEM #5g. The BDBMC attended the International Economic Development Conference (IEDC) in Ft. Worth, October 19-22, 2014. The BDBMC is a member of IEDC and this is their annual signature conference with educational, informational and keynote sessions. The agenda is labeled as ITEM #5g. h) Enterprise Florida Collaboration & General Marketing: The BDBMC attended Area Development’s Site Selectors Forum in Ft. Lauderdale at the beginning of December. Enterprise Florida and Florida Power and Light were featured sponsors of the event. The Purpose of this event was to maintain contact and rapport with site selectors that have projects looking at the Southeast. It also gives economic developers the opportunity to hear best practices from site selectors and peers from around the country. A copy of the agenda is labeled as ITEM #5h. The BDBMC participated with Enterprise Florida and other Economic Development Organizations throughout the state at a “Florida Only” event held at Corenet Global’s Annual Conference. CoreNet Global is the world’s leading association for corporate real estate (CRE) and workplace professionals, service providers and economic developers. Over 8,000 members, who include 70% of the Fortune 100 and nearly half of the Forbes Global 2000, meet locally, globally and virtually to develop networks, share knowledge, learn and thrive professionally. CoreNet Global's mission is to advance the effectiveness of Corporate Real Estate professionals and the entire industry engaged in delivering value to corporations through the strategic management of corporate real estate and workplace resources. The Purpose of attending this event was to partner with Enterprise Florida and other EDO’s from around the state to market

Florida as a place to do business. The event hosted nearly 100 real estate professionals and was only open to the Florida Contingency. An agenda is attached and labeled at ITEM #5h.

Create target sector marketing materials- Currently In-Production

ITEM #6 INDUSTRIAL DEVELOPMENT AUTHORITY a) Coordinate 4 quarterly IDA meetings: 1 b) Prepare and file IDA State reporting: Due June 2015

Addendum A – Other Activities Addendum B – Financial Reporting

ITEM #1a

REGISTRATION - 8:30 am Pre-registered Jobseekers - 9:00 am General Admission

ORIENTATION - All jobseekers must attend session for entry to event

RESOURCES - Resume Assistance - One-On-One Mentoring

JOB FAIR ENTRY Friday, October 24, 2014 l 9:00 am to 2:00 pm Indian River State College l Wolf High-Technology Center l 2400 SE Salerno Road l Stuart

ITEM #1a

Thank you to our Volunteers and Sponsors!

REGISTRATION

Brought to you in partnership by

- 8:30 am Pre-registered Jobseekers

- 9:00 am General Admission

ORIENTATION - Welcome to the Job Fair

RESOURCES - Resume Assistance - One-On-One Mentoring

JOB FAIR ENTRY Friday, October 24, 2014 l 9:00 am to 2:00 pm Indian River State College l Wolf High-Technology Center l 2400 SE Salerno Rd. Stuart

Participating Employers ► ARC OF MARTIN COUNTY (3) Direct Care Professional, ADT Specialist, Companion Care ► AWARENESS TECHNOLOGY (11) Lab Technician, Machine Shop Assistant, Software Engineer

ITEM #1a

► FLORIDA CONSERVATION CORPS (15)

Americorps Members ► GEO CARE LLC/CORRECT CARE LLC. (40) Mental Health Technicians, RN/LPN, Correctional Officers

► H2OCEAN (41) Veterinary Account Sales Executive, ► BOYS AND GIRLS CLUB OF MARTIN COUNTY (1) Dental Account Sales Executive, Program Specialist, Branch Director, Tattoo Account Sales Executive Bus Driver ► CHICK-FIL-A (4) Front House Team Members, Front House Supervisor, Back of House Team Members, Back of House Supervisor ► COMCAST (8) Communications Technician, Direct Sales Representatives ► DiCAPO’S MARKET & FOODERY (26) Meat Cutter, Deli Clerk, Counter Help/ Customer Service, Barista, Cashier/Hostess, Short Order Cooks ► DILLARD’S (7) Retail Sales

► EAST COAST MIGRANT HEAD START (13) Family Service Worker, Early Childhood Education, Teachers ► EMC TECHNOLOGY/FLORIDA RF LABS (30) Industrial Engineer, Manufacturing Technician, CAD Designer ► ENVISION PRODUCT GROUP (42) CAD Draftsman, Assistant Office Manager ► FERREIRA CONSTRUCTION (19) Carpenter, Junior Estimator, Class A Truck Driver, Laborers, Equipment Operator, Project Manager, Marine Vessel Crews

► HIBISCUS HOUSE (21) Child Mental Health Technicians ► HOME DEPOT (16) Lot Attendant, Freight Team, Cashier, Sales Associate ► iVOX SOLUTIONS (14) Sales Consultants ► JC PENNEY’S (28) Seasonal Sales/Customer Service, Hair Stylist, Seasonal Support Help Truck and Merchandising, Seasonal Fine Jewelry Associate ► JOY COMMUNICATIONS (27) Director of Operations, Network Engineer, Service Technician, Communications Consultant, Customer Advocate ► LIBERATOR MEDICAL SUPPLY (23) Inside Sales Representatives, A/R Medical Billing Representatives, Web Development Specialist, Customer Service Representative, Compliance and Monitoring Representative ► LOWES (6) Customer Service Associates ► MANPOWER (37) Administrative Assistant, Accounts Payable and Receivable, Web Developer, Facilities Manager Assistant, CNC Operator, Paralegal, Maintenance Mechanic/Electrician

The above is a list of companies and employment opportunities scheduled to be on hand at the Career and Job Fair.

Participating Employers ► MARINE INDUSTRIES OF THE TREASURE COAST (18) - Armstrong Nautical: Machinist - Hinckley Yachts: Service Technician - Marinemax: Sales Consultant, Brokerage Consultant, Detailer, Certified Marine Technician - STS Lighting: Outside Sales

ITEM #1a

► RALPH DELLA PIETRA INC. (33) Superintendant/Foreman, Journeyman/ Carpenter, Apprentice/Carpenters ► SEACOAST NATIONAL BANK (22) Bank Tellers, Client Advisory ► SOUTHEASTERN PRINTING (31) Bindery Specialists, Press Operator- Sheetfed

► MARTIN COUNTY (10) Associate Project Manager, Plumber, Financial Analyst, Systems Analyst, ► SPHERION (25) Project Engineer/Commercial Development, General Laborer, Warehouse Helper, Senior Street Light Technician, Machine Operator, Customer Service Representatives, Staff Accountant, Receptionist/Administrative Assistant, ► MINDER RESEARCH (34) Call Center Manager Sales Manager, Customer Service Representative, Service Shipping Clerk ► STS AVIATION GROUP (24) Administrative Support, Customer Service, ► MORNINGSTAR INDUSTRIES (17) Payroll Manager, Sales Representative, Website Developer/IT Support Group Controller ► NIGHTINGALE PRIVATE CARE (9) ► TENTLOGIX (12) Home Health Aides, Certified Nurse Assistants Dispatch/Routing Coordinator, Receptionist/Inside Sales, Data Entry/Administrative Assistant, ► ONE CALL PROPERTY SERVICES (38) Risk Management Specialist, Repair Technician, Painters, Carpenter, CDL Drivers Class A&B, Tent Installers Remediation Technician, Kitchen Designer, Remediation Estimator, ► VISITING NURSE ASSOCIATION (35) Residential/Commercial Cleaners, ► PARADIGM PRECISION (32) Certified Nurse Assistants, Home Machinists, Sheet Metal Workers, Welders, Health Aides Quality Engineer, Lead Auditor, Project Engineer, CNC Programmer, ► WASTE MANAGEMENT (39) CMM Programmers/Inspectors, Drivers, Technicians Production Planner ► PARKWAY HEALTH & REHABILITATION (29) LPNs, RNs

► WATERBLASTING TECHNOLOGIES (2) Solidworks Designer/Drafter, Inventory Clerk, Mechanics, Welders, International Sales Representative

► PET SUPERMARKET (36) Sales Associates, Assistant Manager Sales Lead

► WEST PALM BEACH VA MEDICAL CENTER(20) Registered Nurse, Administrative Support Pathways Student Intern

► PRIMERICA (5) Financial Representatives, Trainers, Recruiters The above is a list of companies and employment opportunities scheduled to be on hand at the Career and Job Fair.

ITEM #1a

OUTSIDE PATIO 9

27 26 25

36 35

BD B/I TA NFO BLE

ENTRY

No Access

Table numbers are referenced next to the employer name on Page 2 and Page 3 of this jobseeker handbook

RESOURCE PARTNERS ► Chapter 1041— Vietnam Veterans of America ► Indian River State College ► Small Business Development Center and SCORE ► Martin County Veteran Services ► SCRIPPS Circulation ► United Way

ONE-ON-ONE MENTORING, INTERVIEW SKILLS AND RESUME ASSISTANCE provided in the Incubator (across from registration)

courtesy of the PALM CITY ACTION TEAM

AUDITORIUM FRONT

39 42

1/30/2015

[SURVEY PREVIEW MODE] Business Development Board of Martin County l www.yesmartinfl.com Survey

ITEM #1b Exit this survey

Business Development Board of Martin County l www.yesmartinfl.com

1. COMPANY INFORMATION Company Name Name Title Email Phone

2. What are your top three (3) reasons for locating or keeping your business in Martin County Cost of doing business Proximity to home Workforce availability Logistics Quality of housing Quality of life Recreation Community Services Other (please specify)

https://www.surveymonkey.com/r/?sm=TYxOky3lNfs1J5TW%2bMQwKKmUMpKUoITI%2b2oBk%2f2kcCkNpsgKNTeXcrZ4UqZkPpXQO8aq8Fsxfe8pKCq7…

1/4

1/30/2015

[SURVEY PREVIEW MODE] Business Development Board of Martin County l www.yesmartinfl.com Survey

ITEM #1b

3. What is the largest challenge facing your business? (competition, quality of labor, capital costs, logistics, etc.)

4. How many employees work at your Martin County business location?

5. Please describe your IMMEDIATE business needs or concerns:

6. Please check the areas in which your current employees need training: (select all that apply) General Skills (basic math, reading/writing/problem solving, etc.) Managerial/Supervisory Skills (finance, business planning, employee management/relations, etc.) Customer Service Skills (interpersonal communications, product knowledge, etc.) Computer Skills (word, excel, database management, system installation/maintenance, etc.) Technical Skills Equipment Operation Skills Mechanical Skills Specialized Skills Other (please specify)

7. Are you interested in grant assistance for training new/existing employees? Yes No

https://www.surveymonkey.com/r/?sm=TYxOky3lNfs1J5TW%2bMQwKKmUMpKUoITI%2b2oBk%2f2kcCkNpsgKNTeXcrZ4UqZkPpXQO8aq8Fsxfe8pKCq7…

2/4

1/30/2015

[SURVEY PREVIEW MODE] Business Development Board of Martin County l www.yesmartinfl.com Survey

ITEM #1b

8. Is your company or business unit interested in partnering with our local education system? Yes No

9. If yes, at what level? College/University High School Internships All of the above

10. Do you have any plans for modernization, renovation or expansion? (If yes, please select all that apply) Manufacturing/Product Space Warehouse Space Office Space Parking Area Department, Division or Business Addition Expansion into adjacent space Expansion into a new building/site Expansion by acquisition Employee growth Other (please specify)

11. Are you facing any urgent issues that require immediate attention, such as relocation, closing, employee layoffs or expansion problems? If yes, please explain https://www.surveymonkey.com/r/?sm=TYxOky3lNfs1J5TW%2bMQwKKmUMpKUoITI%2b2oBk%2f2kcCkNpsgKNTeXcrZ4UqZkPpXQO8aq8Fsxfe8pKCq7…

3/4

1/30/2015

[SURVEY PREVIEW MODE] Business Development Board of Martin County l www.yesmartinfl.com Survey

ITEM #1b

12. Can you suggest ways that the Business Development Board of Martin County can assist and support you?

13. Can we contact you to schedule a meeting with a member of our staff to further discuss your survey responses and address your needs and concerns? Yes No

14. What is your overall opinion of Martin County as a place to do business? Excellent Good Average Poor Very Poor Other (please specify)

Done

https://www.surveymonkey.com/r/?sm=TYxOky3lNfs1J5TW%2bMQwKKmUMpKUoITI%2b2oBk%2f2kcCkNpsgKNTeXcrZ4UqZkPpXQO8aq8Fsxfe8pKCq7…

4/4

ITEM #1c

Business Retention, Expansion & Attraction 0

Aviation Aviation Marine

Agriculture/Agribusiness Agriculture/Agribusiness Life Sciences Professional Services Services Professional Educational Services Headquarters Headquarters Green/Clean Tech

# of Companies Total : 123

Manufacturing Maufacturing Warehouse/Distribution

Enterprise Zone Enterprise Zone Small Business

Other Other Industry/Assistance Aviation - sites and buildings, foreign trade zone, workforce assistance, internships, workforce assistance Marine - venture capital, sites and buildings, expansion, project partnership, training grants for veterans, training grants, workforce needs, expansion assistance Agriculture/Agribusiness â&#x20AC;&#x201C; water sources, trade grant, economic development incentives Life Sciences - medical tourism roundtable, new project, trade grant, taxes, IDA bond project, workforce assistance, new project coordination Professional Services - workforce needs, internships, zoning and permitting Educational Services - site selection Headquarters - programs, impact fee mitigation, expansion, training grants, internships, technology issues, workforce assistance, site selection Green/Clean Tech - training grants, award programs, workforce assistance, machinery & equipment donation Manufacturing - expansion, new prospect, sites & buildings, training, workforce assistance, zoning assistance, permitting assistance, utility assistance Warehouse/Distribution - new project Enterprise Zone - incentives, signage, job fair, green market, landscaping code, workforce needs, marketing, USDA grant, airport space availability, new property marketing, sites and buildings assistance Small Business - small business program, workforce assistance, site selection, SCORE, SBA, SBDC, small business guide, venture capital, zoning, parking, small business resource guide, machinery & equipment incentives Other - sites & buildings, zoning, parking, home based business requirements, mobile food vendor requirements, permitting, licensing, business plan assistance, access to capital, economic data, demographic data, workforce needs

The Business Development Board of Martin County Congratulates the 2014 Business Appreciation Award Recipients Business of Character Martin Health System

Business Expansion Prime Source Accessories All for Color and Sloane Ranger Brands

Export Excellence PAC Seating Systems

Entrepreneurship Bausch Enterprises

Small Business of the Year PEAKVISION Sports

New Business of the Year Ocean Master Boats

Charlene Hoag Award Donna Carman Indiantown Non-Profit Housing, Inc.

Thank you to our event sponsors PLATINUM

GOLD

PROGRAM

MEDIA

Hosted by Business Development Board of Martin County 1002 SE Monterey Commons Blvd., Suite 203 l Stuart, FL 34996 l www.bdbmc.org

ITEM# 1d

Board Meetings... Don’t Have To Be Boring. Join these local CEO’s who have started or relocated their business in Martin County, Florida. Contact us to find out how you can join them.

Included in photo - Scott Stier, Marty Stern & Eddie Kolos of H2Ocean; Stephanie Holloran of SEPCO; Jana Stolper of Seatorque; Janie Vallery of Armstrong Nautical; and Bill Greene of Level 3 Inspection

Business Development Board of Martin County 1002 SE Monterey Commons Blvd. Suite 203 Stuart, FL 34996 Office 772-221-1380 info@bdbmc.org

www.yesmartinfl.com

The BDBMC is funded in part by the Martin County, Florida Board of County Commissioners.

ITEM #1e

New Users: 3

Medical Tourism Roundtable Thursday, January 15, 2015 5:30 pm

Networking

5:40 pm

Welcome Jill Marasa, Business Development & Finance Manager Business Development Board of Martin County

5:45pm

The Elliott Museum Jennifer Esler, President & CEO—The Elliott Museum

5:55 pm

Depart Upstairs to the Francis Langford Outrigger Café

6:10 pm

Light Refreshments & Program

ITEM# 1f

Refreshments provided by Krua Thai, Stuart Roundtable Welcome Rusty Sedlack, Vice President—Armstrong Nautical Products and Export Chairman, Business Development Board of Martin County Medical Tourism Association Charlie Rodriguez, Strategy & Engagement Leader · Global Reach of the Medical Tourism Association · Our Members and their Impact on the Industry · MTA Physician Exchange Network and Strategic Partnerships · MTA’s Annual Congress: World Medical Tourism Congress · MTA University · Medical Tourism Patient Management U.S. Department of Commerce Leandro Solorzano, International Trade Specialist · Commerce Services in International Markets Trade Counseling, Market Intelligence, Business Matchmaking

Enterprise Florida John Diep, Regional Manager/International Trade Development · Trade Programs and Services for Export Promotion Forward Florida Susan Revello, Publisher · Economic Development and Medical Tourism · Medical Tourism Marketing Visit FLORIDA/Martin County Update Nerissa Okiye, Tourism & Marketing Manager—Martin County

ITEM# 1f

1/30/2015

Sun, Sand & Sutures MEDICAL TOURISM

organization will work with industry partners to lay the groundwork. In late August, they had more than 100 participants on the medical tourism initiative kick-off call. I think we

have to crawl, walk, run, as we develop a comprehensive medical tourism strategy for the state," says Seccombe. Visit Florida will use the funding to leverage partnerships with the private sector to increase medical tourism to Florida. This will be an inclusive process, CVBs, representatives from hospitals, groups and organizations around the state that have a vested interest in medical tourism. Everyone will have a seat at the table." A Medical Tourism task force for the state is being assembled to guide near-term and long-term strategies for promoting the industry domestically and internationally. An initial area, that is a natural fit, is that of medical meetings. We can really zero in on medical meetings and training, continuing medical education, opportunities statewide for domestic and international physicians. I guess I call it B2P, business to physician, in getting the referrals and word of mouth. And an understanding of the quality of care, quality of physicians, the quality of facilities we have in Florida," says Seccombe. Orlando-based Florida Hospital, a partner with Visit Florida, is a great example of a teaching hospital, training physicians from more than 20 different countries in the POPULAR ARTICLES

newest technologies. With Orlando's rapid growth as a medical city, we have the opportunity to not only provide care to millions of patients every year but to also offer state-of-the-art training to the physicians of tomorrow," says David Banks, chief strategy officer for Florida Hospital. Seccombe also pointed out the natural synergy of the funding for cancer centers in the state helping the overarching mission of medical tourism. The state received a big boost from the Legislature to the tune of $300 million over the next five years to help cancer centers at the University of Miami and the University of Florida receive the prestigious top designation from the National Cancer Institute (NCI). Currently Tampa's Moffitt Cancer Center is the only facility in Florida to have achieved that status. An NCI nod for Miami's Sylvester Comprehensive Cancer Center and the UF Health Cancer Center with its Proton Therapy Institute in Jacksonville and partnership with Orlando Health would benefit many areas of the state. A study commissioned by the University of Miami reported that an NCI designation there would result in a $1.7 billion economic impact by the year 2020. Seccombe added, It's a huge opportunity with UF, UM and Moffit all working together — getting that alliance on the map is a win for the state." MARKETING SUNSHINE When embarking on our marketing campaign to capture a larger share of the medical tourism market, we must answer the question, Why Florida?"

Sun, Sand & Sutures – MEDICAL TOURISM Healthy Florida – Ensuring A Better Tomorrow And The Winner Is…. Florida Hospital! Workplace Wellness Programs Encourage Employees; Get Up, Active, Healthy Lake Nona: Medical Magnet Healthy Glow – Fitness in Florida Drug Discovery – Florida Translational Research Program MENTAL HEALTH: A Closer Look At Mental Illness Medical Marijuana in Florida? Dr. Charles “Ed” Bailey; Life & Death in the Lab Florida Healthcare News Sept. 2014 YMCA in Central Florida Men’s Wellness | Know the Signs of Cancer Best Hospitals in America Big Teamwork, Big Data in Cancer Fight Florida Hospital Health Village Emergency Room vs. Urgent Care Health Care Expanding Economic Development Expediting pharmaceutical development Health Care Reform Organic Growth, Medical Economic Development Healthy Analysis Required For Health Care Data Special Report: A Closer Look Into Obamacare Florida’s Health Care Economic Development Opportunity Modeling the future of florida health care economic development Florida Businesses Need to Know: ACA Health Insurance Laws New Growth

For starters, Florida is the only state in the country with four major hub airports — Orlando, Miami, Tampa and Fort Lauderdale. This provides an ease of travel component for domestic as well as international travelers. New international carriers are aggressively being recruited to the state regularly. And with beaches on both the Atlantic and Gulf of Mexico, plus amusement parks, worldclass medical facilities, 409,000 hotel rooms and warm weather year-round — Florida http://forwardflorida.com/healthcare/sunsandsuturesmedicaltourism/

2/7

1/30/2015

Sun, Sand & Sutures MEDICAL TOURISM

class medical facilities, 409,000 hotel rooms and warm weather year-round — Florida might be just what the doctor ordered. Many areas of the state are already luring medical tourists to their destinations. Overall, travelers from 186 countries visited Florida last year. Orlando is the most visited overseas destination in the U.S. Rx: FLORIDA Florida Hospital, in addition to being a well known teaching hospital in Orlando, also is the state's No. 1 ranked hospital for the second consecutive year, according to U.S. News & World Report. Founded in 1908, it receives patients from all over the world. As one of the largest not-for-profit hospitals in the country, Florida Hospital stretches across the state from coast to coast with 23 hospitals and more than 4,600 patient beds. It markets its services across the state, throughout the Southeast and also utilizes physicianto-physician relationships in the Caribbean and Latin America to spread the word about its renowned programs. Another place to examine for medical tourism is Jacksonville, home of the Mayo Clinic and the University of Florida Proton Therapy Institute. Mayo, which opened its Florida hospital in 1986, draws more than 20,000 patients per year from outside the state. Many bring at least one companion; some are accompanied by their entire families. Stays can be long depending on the treatment sought. According to Visit Jacksonville, the Mayo Clinic provides $1.6 billion in revenue to Jacksonville annually. Mayo's Jacksonville campus employs two Spanish translators and has information offices in Mexico City; Guatemala City; Quito, Ecuador; and Bogota, Colombia. Patients needing treatment for particular cancer diagnoses are coming to the UF Proton Therapy Institute. Many are referred by the United Kingdom's National Health Service, which has referred approximately 200 children and adults for proton therapy in Jacksonville since 2010. It also has an agreement with the Norway Health Authority to treat both children and adults who have rare tumors in the nasal and sinus cavity, skull and brain. Currently there are no medical centers in Norway that offer proton therapy. The Institute has delivered more than 177,749 cancer proton treatments to more than 5,222 patients since it opened in August 2006 and offers extensive listings of houses and condominiums for rent on its website. Visit Jacksonville estimated medical tourism accounted for almost 46,000 room nights booked at area hotels in 2012, creating an economic impact of more than $23 million. Miami, the gateway to Latin America, has been accommodating medical tourists for many years. Some local officials have mentioned that international patients are part of the city's DNA. Its name says it all - the SpringHill Suites Miami Airport East/Medical Center is an all-suite hotel located walking distance from downtown Miami's Jackson Memorial Hospital. Baptist Health South Florida offers an international services program. Last year, more than 12,000 patients from 100 countries came to Miami and Baptist, whose hospitals include: Baptist Hospital of Miami, South Miami Hospital, Miami Cardiac & Vascular Institute, Baptist Children's Hospital, Doctors Hospital, Homestead

http://forwardflorida.com/healthcare/sunsandsuturesmedicaltourism/

3/7

1/30/2015

Sun, Sand & Sutures MEDICAL TOURISM

Hospital, West Kendall Baptist Hospital and Mariners Hospital. The international services are led by multilingual staff that help coordinate all aspects of care: travel arrangements, such as air and ground ambulance, if required, and transfers to and from the airport; accommodations at their fully-equipped on-site apartments or at local hotels; financial services; daily hospital visits from international staff; and case monitoring by an international nurse. Baptist Health International also works with local doctors in telemedicine (sharing live operations to teach new techniques and procedures), seminars and symposiums. And its Executive Platinum Health and Wellness Program was developed for Caribbean and Latin American corporate and government officials. The one-day health-care package offers a comprehensive physical examination with other tests and screenings. Miami Children's Hospital also offers an international patient services department with a multilingual staff to help foreign visitors with not only doctor's appointments and hospital business, but hotel accommodations as well. The Greater Miami Convention & Visitors Bureau even has a medical tourism brochure as part of its marketing materials. In Tampa Bay, last year more than 90 percent of patients who came to the Laser Spine Institute for minimally invasive surgeries in accredited facilities were non-local residents, many of whom came from abroad, driving nearly $14.9 million in medical tourism to the area economy. To support growth and expansion, the Institute announced plans to build a new facility to house its Tampa-based headquarters and ambulatory surgery center. The new 176,000-square-foot building is expected to open in 2016 and will accommodate 25 percent more patients. At the University of South Florida's Center for Advanced Medical Learning and Simulation, also known as CAMLS, the tourists" are largely physicians from around the world who arrive in downtown Tampa for cutting-edge, simulator-based medical training. The 90,000-square-foot facility opened in February 2012.NATIONAL AND GLOBAL COMPETITION When it comes to medical tourism dollars, Florida is facing stiff competition here and abroad. As with the industry's financial impact, quantifying the exact number of medical tourists in the U.S. and internationally is not easy, but there are clear indicators of its growing impact. A 2009 Deloitte study estimated that at least 400,000 people traveled to the U.S. expressly for medical treatment, and subsequent reports indicate that number has grown. While Florida's world-class tourist attractions and emerging medical prowess give it a considerable edge, other states also can boast top-notch hospitals, pretty scenery and good shops and restaurants. The San Antonio-based CMTR presentation estimated that the Texas Medical Center in Houston received 18,000 international patients in 2009 alone. The Houston scenery may be debatable, but the center leveraged its assets, which include the M.D. Anderson Cancer Center and several world-class cardiovascular programs. TWO-WAY STREET Americans are medical tourists, too. The CMTR presentation, citing a survey of 1,800 participants, estimated that as many as one million Americans went abroad for medical care in 2009. Other studies indicate the figure may have been higher and that it is growing. Second, the number of people from other countries traveling for medical care also is growing and

http://forwardflorida.com/healthcare/sunsandsuturesmedicaltourism/

4/7

1/30/2015

Sun, Sand & Sutures MEDICAL TOURISM

medical care also is growing and

those people don't always choose the U.S. The market research firm Frost and Sullivan several years ago listed 14 top medical tourism destinations, and the medical travel organization Patients Beyond Borders offers a list of 11 sites. Compare the two lists, plus others readily available from other sources, and a consistent list of nine key destinations emerges. In addition to the U.S., they are (listed alphabetically): Costa Rica, India, Malaysia, Mexico, Singapore, South Korea, Thailand and Turkey. The reasons patients go to these destinations usually falls broadly into two categories, elective surgeries (cosmetic and weight-loss procedures) that can be folded into broader vacations and those seeking specialized treatments for serious conditions like cancer and cardiovascular disease that cannot necessarily be found or afforded at home. One luxurious example that falls into the former category is a now-famous 2012 package offered by a Chinese travel agency and the Ritz-Carlton in Seoul. Promoted as an anti-aging" tour, the agency and hotel offered a variety of packages that included sightseeing and shopping but that ultimately were built around cosmetic treatments at a South Korean clinic. Pricing for the tourism" part of the package remains unclear, but the medical" piece included treatments ranging up to $88,000. The perception of foreign hospitals' quality also is on the rise. Earlier this year, the International Medical Travel Journal (IMTJ) presented its first-ever Medical Tourism Awards. No U.S. hospital or health-care center won, and precious few were finalists. The International Hospital of the Year was in Malaysia and the Destination of the Year Award went to Jordan. Awards are subjective, but the results are a clear indicator of how competitive the field is becoming. MONEY MATTERS The Beijing-to-Seoul experience aside, cost savings increasingly is cited as a critical factor driving medical tourism. It is at least as important as the availability of a procedure, maybe even more so. Patients Beyond Borders looked at U.S. costs for a variety of procedures and found patients and insurers can save anywhere from 25 percent to 90 percent by having their procedures done abroad. Savings also can be achieved at home, though, as companies and insurers come on board and negotiate rates with major U.S. health-care providers. More employers and insurers are offering financial incentives to encourage workers to consider domestic medical travel. By pointing employees toward facilities with highquality care and lower prices, employers say they can reduce their costs 20-40 percent more than enough to cover the travel expenses involved. Domestically we're seeing some large employers and health plans offer to employees the option of having certain expensive procedures performed at designated locations both in and outside the U.S. where they can achieve more predictable outcomes at more affordable costs than might be the case at their local community hospital. This is the exception, not the rule, but a trend worth watching. Any health-care system competing for these opportunities, including those in Florida, will need to focus on exceptional quality and service while also staying competitive on price," says Thad Seymour, Jr., who leads strategic planning and business development for Lake Nona Medical City. A lot is at stake. Hospital care accounts for more than one-third of the nation's $2.5 trillion annual health spending tab. And spending on hospital care - which rose nearly 6 percent last year - is expected to accelerate. Employers with domestic travel programs say they save money in part by negotiating a single rate, which includes fees for surgeons, anesthesiologists and all medical care up until the patient is discharged.

http://forwardflorida.com/healthcare/sunsandsuturesmedicaltourism/

5/7

1/30/2015

Sun, Sand & Sutures MEDICAL TOURISM

all medical care up until the patient is discharged. This is one of our ways of trying to bend the cost curve," says Bob Ihrie, senior vice president in charge of employee programs at Lowe's. The national home-improvement retailer has a three-year deal with the Cleveland Clinic for employees and their dependents in need of specialty heart treatments Ð open-heart surgeries, valve repairs, pacemakers. Lowe's, which like many large employers is self-insured, may add orthopedic surgeries to its travel program, Ihrie says. Four other large employers - including an airline and a bank - are in a coalition with Lowe's and are developing similar agreements with medical providers. UnitedHealth Group, WellPoint and Humana are also looking to curb expenses by encouraging their members to receive medical procedures abroad through cross-border plans. HEALTHY OUTLOOK As Medical Tourism magazine notes, 'hospital' and 'hospitality' come from the same Latin root, 'hospes,' which means 'host.'" The same article advised hospitals to look at their assets that would appeal to medical tourists, noting that facilities offering minimally invasive, outpatient procedures are ideal, especially if those facilities are in areas that offer strong tourist attractions. It should be noted that the above magazine is produced by the Medical Tourism Association, which happens to be located in West Palm Beach. So it is easy to see why lawmakers, health-care leaders and the hospitality industry in Florida remain excited about medical tourism's potential in the state. Florida brings a lot of assets to the table, but all of these proponents remain acutely aware that outcomes are not guaranteed in economic development any more than they are in medicine. A strategic marketing plan is critical. But ultimately the destination must deliver. Topnotch medical care, incredible hospitality and a seamless patient experience door to door, not only for the patient but his or her family. Figuratively speaking, Florida has its marketing fingers on the pulse of medical tourism. The beat will only get louder.- Susan Revello contributed to this report. POSTED IN HEALTH CARE | TAGGED FLORIDA HEALTHCARE, MEDICAL TOURISM

About the Author Joel Brandenberger Joel Brandenberger is associate publisher of FORWARD Florida Magazine.

Healthy Florida – Ensuring A Better Tomorrow→

And The Winner Is…. Florida Hospital!→

Workplace Wellness Programs Encourage Employees; Get Up, Active, Healthy→

http://forwardflorida.com/healthcare/sunsandsuturesmedicaltourism/

Lake Nona: Medical Magnet→

6/7

ITEM #1g

Join us for this workshop devoted to improving both your traditional and internet sales and marketing skills to help grow your business DATE: February 11th, 2015 TIME: 8:00 amâ&#x20AC;&#x201D;10:00 am LOCATION: Blake Library 2351 SE Monterey Road, Stuart

$10 per person Includes light breakfast refreshments

REGISTRATION REQUIRED Please register online at

www.bdbmc.org/events

Use of the library meeting rooms does not imply library endorsement of the aims, policies, or activities of any group using the room.

Hosted By

1/30/2015

Grants and Incentives

ITEM #1h

Workshops

Home

Job Seekers

Employers

Youth

About Us

Grants and Incentives

Training

Locations

SEE US IN ACTION!

Local Grants and Incentives On the Job Training Grants Employers can offset the cost of hiring a new employee by taking advantage of the OntheJob Training (OJT) program. While the new hires are training on the job at your worksite, employers are reimbursed up to 50% of the new employee’s wages.

New Career Center in Ft. Pierce Construction Industry Job Fest Bass Pro Shops Job Fair

Benefits to your company: Wage reimbursement to offset the training costs of the new hire.

Martin Health Systems Job Fair Winter Job Fest 2014

We match qualified applicants with a job opening at your company. We assist in designing a training plan to meet your unique business needs. Boost to your company’s bottom line by investing on a quality hire!

CONTACT THE ACCOUNT MANAGERS

CareerSource Research Coast Provides: Indian River County Wage reimbursement to offset the training costs of the new hire. We match qualified applicants with a job opening at your company.

Susan Haggard 18664824473 x203 shaggard@careersourcerc.com

We assist in designing a training plan to meet your unique business needs. Martin County Brian Delumba Call your local account manger for more information. Contact info to the right.

Employed Worker Training Grants

18664824473 x605 bdulemba@careersourcerc.com St. Lucie County Michelle Glass

If you are thinking about upgrading the skills of your employees to make your organization more

18664824473 x620

competitive, we may be able reimburse half of your costs associated with training that leads to a

mglass@careersourcerc.com

national recognized credential.

State and Federal Grants and Incentives

Okeechobee County Brian Delumba 18664824473 x605 bdulemba@careersourcerc.com

Work Opportunity Tax Credit The Work Opportunity Tax Credit (WOTC) is a federal income tax credit that provides incentives to private forprofit employers to encourage the hiring of individuals from certain targeted groups of jobseekers who traditionally have difficulty finding employment.

Quick Response Training Grants

http://careersourcerc.com/employers/grantsandincentives

1/2

1/30/2015

Grants and Incentives

Quick Response Training (QRT) grants, administered by Workforce Florida, provide funding for customized training to new or expanding businesses.

Incumbent Worker Training The Incumbent Worker Training (IWT) grants provide funding for training to existing forprofit businesses. Through this grant, Florida is able to effectively retain businesses and help them stay competitive by supporting skillsupgrade training for existing fulltime employees.

DISCLAIMER Equal opportunity employer and program.

Auxiliary aids and services are available upon request to individuals with disabilities. All voice telephone numbers on this website may be reached by persons dialing Florida Relay "711"

CONTACT INFO 1-866-482-4473 584 NW University Blvd. Suite 100 Port Saint Lucie, FL 34986 info@careersourcerc.com Signup for our email newsletter.

http://careersourcerc.com/employers/grantsandincentives

2/2

ITEM #1i ABOUT THE BUSINESS DEVELOPMENT BOARD OF MARTIN COUNTY The Business Development Board of Martin County (BDBMC) is a publicprivate partnership working to promote balanced and orderly economic growth in Martin County. As the official economic development organization for Martin County, the BDBMC is charged with the responsibility of supporting existing companies in their expansion and growth needs and attracting new companies to the community. The BDBMC is the official partner of Enterprise Florida, Inc. (EFI), the state's official economic development organization.

A comprehensive free tool for Martin County specific demographic data and available commercial, industrial and retail buildings.

The Business Development Board is dedicated to bringing resources to existing and new companies, and maintaining a business climate that will help them grow locally, while achieving success on a global scale.

With a focus on talent and innovation, Martin County has emerged as a place where businesses can grow locally and have success on a global scale.

BDBMC Mission Statement To

promote economic prosperity in

Martin County by retaining and assisting existing

targeted

attracting preserving

new the

businesses businesses

quality

and while

life, and

expanding educational and employ-

Business Development Board of Martin County 1002 SE Monterey Commons Blvd. Suite 203 Stuart, Florida 34996 Phone: 772.221.1380 l Fax: 772.221.1381 Email: info@bdbmc.org www.yesmartinfl.com l www.bdbmc.org

ment opportunities. The BDBMC is funded in part by the Martin County, Florida Board of County Commissioners.

We are home to more recipients of Governor's Business Diversification Awards than any other county in F l o r i d a . T h e s e companies and others like them are a true testament to the entrepreneurial spirit that runs deep in this community.

ITEM #1i WHAT IS MartinCountyProspector.com? M a r t i n C o u n t y P r o s p e c t o r . c o m is a commercial real estate database for economic development in Martin County. Use it anytime to search for available commercial sites and buildings, discover site-specific demographics and obtain business analysis reports.

This

innovative website is an online program to help existing Martin County companies expand and attract new businesses. The website serves to centralize Martin County sites and buildings and demographic data in one location, streamlining the process for a company searching for the “right” location and the “right” property. M a r t i n C o u n t y P r o s p e c t o r . c o m allows the user to view, create and print maps, find available commercial and industrial properties, and develop custom radius reports using a robust set of current data.

FOR GROWING BUSINESSES

PARTNERSHIPS

Search for buildings and land, GIS mapping, aerial photos, demographics, and view, create and print custom maps. Custom reports: 

Custom Demographics



Consumer Expenditures



Business Profile Sectors plus Business Listings



Workforce Characteristics



Site Specific Industry Cluster Reports



User- defined sea rch for sit es and property based on location, use and size



Matching properties are shown in a comparison list and on the map



Property reports provide detailed information quickly; with hundreds of customizable property report variables



User-defined demographic market analysis reports provide business intelligence



Create demographic reports, demographic analysis by radial distance and drive time



Identify business synergies



Identify industry clusters and potential partners, vendors, etc.



Interactive maps allow users to select informational layers that matter most to them



Aerial imagery

competition

Properties listed on martincountyprospector.com also receive complimentary automatic sites and buildings listings on the following partner sites:

www.zoomprospector.com a national search engine for communities and properties

www.poweringflorida.com a comprehensive resource center for site selection and community information

www.enterpriseflorida.com a statewide tool for site selection and community information for sites in excess of 10+ acres and buildings in excess of 10,000+ square feet

Finding the perfect property to start, expand or relocate your business in Martin County just got a lot easier!

and

WWW.MARTINCOUNTYPROSPECTOR.COM Contact the BDBMC today to assist you with your site selection needs.

ITEM #1i

The

BDBMC

MartinConnects

Resource Guide

Small

Business

is a one-stop shop with vital

information for new, existing and expanding businesses. The guide is provided to every new business tax receipt holder in Martin County. Additionally, the guide is available in a digital version on our websites.

This publication is a recipient of the 2013 Florida Economic Development Council (FEDC) Marketing Award for First Place in the Business Retention and Expansion Program category.

# of Guides Mailed to Business Tax Receipt Holders

112

109 87

116 98 85 72

October

November December

102

January

February

March

April

May

June

July

August

September

ITEM #1j

FOR IMMEDIATE RELEASE: From the Business Development Board of Martin County

BDBMC Contact: Tim Dougher, Executive Director 772.214.9656 tim@bdbmc.org

Four Martin County Targeted Companies Win This Year’s “Top 50 Florida Companies to Watch” STUART, FL (August 15, 2014) The Business Development Board of Martin County (BDBMC) received word today that four Martin County companies nominated by the BDBMC are recipients of the 2014 “Top 50 Florida Companies to Watch”. Fifty leading second-stage companies have been selected from more than 500 nominations statewide as this year’s Florida Companies to WatchSM winners. The 2014 class will join an esteemed group of 150 Florida alumni honored over the past three years. Florida Companies to Watch is an awards program that celebrates privately-held, second-stage companies headquartered in the state. To be eligible, applicants must employ between 6 and 99 full-time equivalent employees and have between $750,000 and $50 million in annual revenue or working capital in place. Awardees are selected for demonstrating the intent and capacity to grow based on employee or sales growth, exceptional entrepreneurial leadership, sustainable competitive advantage, outstanding corporate culture, inspired community giving and other notable strengths. “Florida Companies to Watch is honored to recognize another outstanding group of stage-two companies,” said Dr. Tom O’Neal, executive director of the Florida Economic Gardening Institute and associate vice president for the University of Central Florida’s Office of Research and Commercialization. This is our fourth year of celebrating second-stage business leaders throughout the state of Florida. The companies selected for the Florida Companies to Watch awards program stand out among their peers as companies that should be celebrated. In Florida, they account for 5 percent of the companies and nearly 30 percent of the jobs. These companies make a difference and we’re happy to offer the recognition they deserve.”

ITEM #1j “The success of 2nd stage companies is evidence of a strong business community and their commitment to Martin County and the State of Florida.” said Tim Dougher, Executive Director, BDBMC. Winners from our local community include: PAC Seating Systems: PAC Seating Systems was founded in 2002 by an accomplished core of aircraft seating professionals with over 150 years of combined industry experience. PAC is the only custom manufacturer in the world focused on Private and VIP Business Jet seating products. The company offers an extensive and diversified line of products including divans, track and swivel seats, bed frames and jump seats, with innovative product features including custom back shells, keyhole seat pan locking system and quick release seat track fasteners. UCT Coatings: UCT helps its customers’ metal parts achieve unprecedented levels of performance and quality. UCT provides value to customers through a variety of means: An exclusive EXO nickel-boron coating, a range of conventional plating products, surface pretreatment expertise, collaborative application development, world-class standards of statistical process controls and engineering and metallurgical services. Level 3 Inspection: The world leaders in White Light Scanning and Computer Aided Inspection for precision manufactured products and tooling was founded in 2008. Having a diverse background in the aerospace industry gives Level 3 an unrivaled understanding of the requirements and challenges of inspecting gas turbine components, as well as other complex precision manufactured products. The staff is rich with OEM, after-market and supply chain expertise in drafting, design, manufacturing, advanced metrology, quality and metallurgy as related to gas turbine components as well as other high precision manufactured products. Lenco Marine Inc: Lenco Marine is the true industry leader in the marine and boating world – manufacturing not only trim tabs but also electric actuators, hatch lifts, switches and the all new Auto Glide boat leveling system. Having expertise in electric technology Lenco Marine engineers and manufactures all of its products to make your boating fun, safe and trouble-free since 1986. Florida Companies to Watch is unique because of its focus on second-stage companies and the wideranging industries they represent. The impact of these companies on Florida’s economy is immense, and this year’s honorees are examples of such companies in the state. Overall, the 2014 winners had $370 million in total annual revenue in 2013, which was a 36 percent increase in total annual revenue compared to 2012. They employed 1,757 full-time equivalent employees, with 462 net new jobs projected for 2014. 2014 Sponsors include Wells Fargo, TWSquared, University of Central Florida, Florida High Tech Corridor, atLarge, Inc., Carlton Fields Jorden Burt, Filmscape, OUC, AMTIS Inc., Edwards Financial Services, Enterprise Florida, Fifth Third Bank, Florida Power & Light, Insperity, LSQ Funding, Sorensen Moving & Storage, SunTrust, USF Connect. For more details on Florida Companies to Watch, visit flctw.growfl.com or email info@growfl.com. Sponsorships for the 2014 event are still available.

ITEM #1j About the BDBMC The Business Development Board of Martin County is the county’s official economic development organization, and Enterprise Florida, Inc. partner. More information about the organization can be found by visiting www.bdbmc.org.

About GrowFL GrowFL was created in 2009 by the Florida legislature as an economic development program focused on assisting second-stage growth companies prosper in the state of Florida. By providing strategies, resources and support to second-stage companies for next level growth through strategic research, peer mentoring and leadership development, GrowFL helps companies overcome obstacles to growth and leads them towards prosperity. Based on the philosophy of Economic Gardening®—to grow existing businesses in a community, region or state—GrowFL, the Florida Economic Gardening Institute, is a critical component to the state’s economic development strategy and Florida’s entrepreneurial ecosystem. GrowFL is a statewide economic development organization certified by the National Center for Economic Gardening through the Edward Lowe Foundation. Website: growfl.com

######

Business Retention, Expansion & Attraction 0

ITEM #2a 25

Aviation Aviation Marine

Agriculture/Agribusiness Agriculture/Agribusiness Life Sciences Professional Services Services Professional Educational Services Headquarters Headquarters Green/Clean Tech

Total : 123

Manufacturing Maufacturing Warehouse/Distribution

Enterprise Zone Enterprise Zone Small Business

ITEM #2b

Martin County & Its Municipalities Total Clients Serviced 4th Quarter Code 11 22 23 31 42 44 48 52 53 54 56 61 62 71 72 81 99

Description Agriculture Utilities Construction Manufacturing Wholesale Retail Transportation Financial & insurance Real Estate, Rental & Leasing Prof. Scientific, Technical Administrative & Support Educational Services Health Care & Social Assist. Arts, Entertainment & Rec. Accommodations & Food Service Other Services Miscellaneous

TOTAL Clients 4th Qtr

Hobe Sound

Indiantown

Jensen Beach

Palm City

Stuart 1

3 1

1 0 0 2 3 3 0 0 0 3 1 0 0 0 0 5 2

1 1 1

1 1

1 2 1

Total MC

Indian River State College

Business ACCELERATOR Training and Grant Program Now Accepting Applications ITEM #2d A Business Development Board of Martin County and Indian River State College Partnership

What is the Martin County ACCELERATOR Business Program? The ACCELERATOR program provides business counseling, technical assistance and training for small business owners, and the opportunity to attain an allocation of grant funding for small business growth. The purpose of the ACCELERATOR program is to enhance entrepreneurial skills and activities, create jobs and assist in the expansion and growth of our existing business community.

How do you apply for the program? • The business must be located in Martin County • Complete and return the ACCELERATOR application (no fee to apply) • Applicants will be notified of acceptance into the program by February 23rd

What if I am accepted into the program? If accepted into the program, participants will be required to attend the ACCELERATOR business training program. The program consists of two (2) weeknight classes for 2.5 hours each for a duration of 12 weeks. All classes will be held at Indian River State College at the Chastain Campus in Stuart. The program fee is $25 and includes membership at the Business and Technology Incubator at Indian River State College. Participants who successfully complete the program will be eligible to apply for a small business microloan grant through the ACCELERATOR program.

CLICK HERE Program Information CLICK HERE Program Application Applications must be received by February 6th In Partnership

For more information, please contact 772.221.1380 or email jill@bdbmc.org

ITEM #2d

In Partnership

MARTIN COUNTY BUSINESS ACCELERATOR GRANT PROGRAM Program Objective: Encourage location and/or expansion of small businesses in Martin County by assisting with small-scale infrastructure projects, equipment purchases, inventory and other company needs through a grant program. Program Program Objective: Description: Encourage location and/or expansion of small businesses Martinprogram County designed by assisting with smallThe Business Accelerator Program (BAP) is a twoinphase to encourage scale infrastructure projects, equipment purchases, inventory and other company needs small businesses to locate, expand or redevelop in the County. The first phasethrough is a 12a grant program. week classroom curriculum administered by Indian River State College. Upon completion of this portion of the program, a business who receives a BAP Certification Program may Description: apply for phase two, the grant program. Typical Process: The Business Accelerator Program (BAP) is a two phase program designed to encourage small businesses to locate, expand or redevelop in the County. The first phase is a 12 week classroom  Client completes an application and submits a brief proposal of project that covers curriculum administered by Indian River State College. Upon completion of this portion of the amount to be granted and use of funds. program, a business who receives a BAP Certification may apply for phase two, the grant program.  IRSC and the BDBMC will perform basic due diligence and make a recommendation to the BAP Committee. Typical Process:  Client will make a brief presentation to the Program Administer and BAP Committee regarding their business and outline a plan for use of funds.  Clientcompletes an application and final submits a brief proposal of project that covers amount to be BAP Committee will make approval granted and use of funds.  IRSCBasic and the BDBMC will perform basic due diligence and make a recommendation to the BAP Terms: Committee.  Client will make a brief presentation to the Program Administer and BAP Committee regarding  Maximum grant amount: Up to $5,000 their business and outline a plan for use of funds.  Use of funds: Equipment purchase, inventory, vehicle or leased space down  BAP Committee will make final approval payment and other needs as approved by the Program Administrator.  Release of funds: Funds shall be released as a reimbursement upon proof of Basic Terms:payment or paid direct to vendor/contractor with written approval from grantee upon receipt of equipment / acceptance of work.  Maximum grant amount: to $5,000  Approval: IRSC Up Incubator Staff and the Business Development Board of Martin CountyEquipment will perform basic due diligence – The BAP Committee willpayment make final  Use of funds: purchase, inventory, vehicle or leased space down and approval. other needs as approved by the Program Administrator.  Release of funds: Funds shall be released as a reimbursement upon proof of payment or paid direct to vendor/contractor with written approval from grantee upon receipt of equipment / acceptance of work.  Approval: IRSC Incubator Staff and the Business Development Board of Martin County will perform basic due diligence – The BAP Committee will make final approval.

ITEM #2d

Program Parameters     

The applying business must be a small business with 25 or fewer employees. The BDB and IRSC will administer and monitor the program, as well as determine eligibility of applicants. The maximum grant amount is up to $5,000. The business must be located within Martin County. All applicants must be in compliance with all applicable County Departments.

Qualified Uses for the Business Assistance Program are as follows:       

Manufacturing Industries Construction Industries Technology and Communication Industries Business Service Industries Transportation and Storage Industries Retail/Restaurant Industries Personal Services Industries and others (As approved by the Business Development Board)

Ineligible Uses are as follows:         

Franchises of any kind Health and Social Service Industries Agricultural Service Industries Tattoo Parlors Body Piercing/Body Art Shops Adult Entertainment Facilities Nightclubs and Bars Liquor Stores Any Business with outstanding code enforcement violations or debt to the City or County

Other information: 

Background check would be limited to review of current company financial reports. A credit check will be required for companies in existence for less than one year.

BUSINESS TRAINING COURSE Aware of how crucial it can be for existing business operators to participate in continuing business education; staff recommends the creation of a Business Training Course as the starting point of the BAP. The proposed training will include course work that will enhance the business operator’s skill set in the most needed and useful areas of business finance, marketing, sales, and customer service.

ITEM #2d

The main features of this training course will be: Extensive Curriculum: The success of a training course lies in several aspects; one of the most important is making sure that the course covers the essential areas needed to accomplish the established objectives. These areas include but are not limited to: Business Financing Pricing and Break-Even Analysis Budget & Cash Flow Profit and Loss Statement Balance Statement & Income Statement Marketing & Sales, Customer Service Social Media Human Resources Grant Writing As reflected on the list above, the topics covered by the training course have different complexity degrees. Staff will make sure that the contents are developed and imparted in a way that ensures that participants with different educational levels and professional backgrounds are able to understand and apply. Qualified Trainers: It is the trainer/trainers responsibility to keep the participants engaged with the training course and make sure they comprehend and are able to apply the contents imparted. To ensure this, staff will carefully select the trainer/trainers, corroborating that they meet the following minimum requirements: - Formal training or professional certification on business related fields. - Broad experience teaching the curricula contents. - Broad experience training similar audiences. - Records of success. Materials and Activities: Trainers will utilize appropriate training resources (Books, power point presentations, videos, and guest speakers, among others) that will support the teaching process. To reinforce the knowledge imparted and keep the trainees involved, trainers will also make use of different training materials, activities and assignments. An example of the materials that can be utilized during a training session could be a worksheet that may provide a trainee with important opportunities to practice a new skill gained.

ITEM #2d

The resources, materials and activities will be tailored to the content in which they're being used to the trainees and also to the teacher. Modular Design: When a training course is directed to a target group as broad and varied as the one proposed, flexibility becomes an essential feature that minimizes the loss of interest among community members that would benefit from the course but are currently working or engaged in other activities. Staff recommends a modular design on which, each session of the course will cover a module that is completely independent from the others but part of a complete training. Because of this, trainees will be able to: Proximity/Accessibility: In order to secure a level of convenience for all the County residents, all of the training sessions of a course will take place at Indian River State Collegeâ&#x20AC;&#x2122;s Chastain Campus. Graduation: Once completed all the sessions of the training course, a graduation ceremony will take place at a Board of County Commissioners meeting. At this ceremony, the trainees that assisted to ALL of the training sessions will be acknowledged for their dedication and will receive a certificate of completion. Registration and Cost: Registration is required for all the community members interested on taking the complete training course or interested on attending one or more sessions. The registration form will be available online and at the Martin County administrative center (and other locations as needed) and must be filed with the Martin County BDB by fax, email or regular mail. The training course will be free of charge for Martin County residents. Outreach and Advertisement: Several marketing tools will be utilized to advertise the BAP, its services and benefits. These tools include but are not limited to: e- mail outreach, social media, institutional websites, informational workshops, meetings with influential community members and institutions. Deliverables and Program Evaluation: Trainers will be responsible of keeping track of the assistance. Assistance records are important not only to determinate if a trainee will be able to graduate or not, but also will be one of the tools that will measure the trainerâ&#x20AC;&#x2122;s ability to keep the trainees engaged and motivated. After each session, trainees will complete a short anonymous survey where they will be able to evaluate the content of the session and its applicability, the appropriateness of the complexity level and the ability of the instructor to impart knowledge. Graduates will complete an additional survey where they will be able to reflect their overall satisfaction with the training course. The objective of these surveys is to serve as a tool in the evaluation of the training course. This evaluation will provide feedback to determine if any modifications are required. Trainers must provide periodical reports with the assistance records and survey results to the Business Development Board of Martin County.

ITEM #2d

TRAINING DETAILS: Duration: 12 Weeks Class Frequency: 2 nights per week 2.5 hours per class 3 Training Cycles per Year – Fall, Spring, Summer Total Cost for 1 Year of Training: $ 25,000.00 Training Provider: IRSC EDI/Contracted Services Sponsors: Martin County Board of County Commissioners/BDB of Martin County/IRSCEDI/SBDC/CCTI/IRSCBIP/Stuart Chamber of Commerce/Palm City Chamber of Commerce/ Indiantown Western Martin County Chamber of Commerce/ Hobe Sound Chamber of Commerce/ City of Stuart Major Topics: o Profit Mastery-Comprehensive financial instruction o Marketing-Intro to Marketing, Social Media, Marketing Budget, etc. o Sales Management o Customer Service o Human Resources/Grant Writing Weekly Schedule: Week 1. o Class 1 – Intro to Marketing o Class 2 – Intro to Marketing Week 2. o Class 1 – Social Media o Class 2 – Social Media Week 3. o Class 1 – Marketing Budget o Class 2 – Marketing Budget Week 4. o Class 1 – Sales o Class 2 – Sales Week 5. o Class 1 - Profit Mastery o Class 2 – Profit Mastery

ITEM #2d

Week 6. o Class 1 - Profit Mastery o Class 2 – Profit Mastery Week 7. o Class 1 - Profit Mastery o Class 2 – Profit Mastery Week 8. o Class 1 - Profit Mastery o Class 2 – Profit Mastery Week 9. o Class 1 – Customer Service o Class 2 – Customer Service Week 10. o Class 1 – HR-Dealing with Difficult People o Class 2 – HR-Dealing with Difficult People Week 11. o Class 1 – Human Resources Topics o Class 2 – Human Resources Topics Week 12. o Class 1 – Grant Writing o Class 2 – SBDC – International Trade/Government Procurement

ITEM #2d

ITEM #3c

in this issue… Pg. 2

About the BDBMC ISSUE

Pg. 3 Upcoming Trainings

Mo nthly Employment Data Pg. 4

BUSINESS MATTERS monthly economic development newsletter for martin county

ISSUE 16

NOVEMBER 2014

FROM THE EXECUTIVE DIRECTOR

Indiantown Enterprise Zone

It’s hard to believe that Thanksgiving is over and

Pg. 5

Year will be here soon. The Business Develop-

New Product Announcements

ment Board of Martin County (BDBMC) remains

Pg. 6

and several relocation projects. Martin County’s

Business Profile

unemployment rate continues to fall and is

Pg. 7

currently lower than we’ve seen in many years.

In Honour of Veterans Day Pg. 8 BDBMC Activity

We are receiving more and more inquiries from

the next round of holidays along with the New

busy working with local expanding companies

local companies interested in hiring additional employees and new businesses looking to relocate operations to our area. The increased requests for information regarding new and expanding businesses in Martin County is very

Upcoming BDBMC Board Meeting

encouraging and 2015 looks to be a prosperous

As we move into December, I would like to take this opportunity to wish you and your families a great holiday season and happy new year!

one for our local economy. Sincerely, In addition to the BDBMC’s traditional services, we have partnered with Indian River State College (IRSC) to develop the Business Accelerator Program (BAP) slated to commence in January. The BAP will begin with a 12 week extensive business training course developed by

Tim Dougher Executive Director

IRSC and will continue with a future micro-loan

9:00 am Supervisor of Elections 135 SE Stypmann Blvd. Stuart

program

that

will

provide

access

capital. Entrepreneurs and small businesses make up the majority of Martin County’s economy and this program will help these companies grow. We are excited to see the first class graduate early next year!

www.yesmartinfl.com 772.221.1380

Business Development Board of Martin County l 1002 SE Monterey Commons Blvd., Suite 203 l Stuart, Florida 34996

ITEM #3c

BDBMC Mission Statement The Business Development Board of Martin County is the county’s official economic development organization, and partner of Enterprise Florida, Inc. and Florida’s Research Coast . The mission of the BDBMC is to promote economic prosperity in Martin County by retaining and assisting existing businesses and attracting new businesses, while preserving the quality of life, and expanding educational and employment opportunities.

ABOUT US

The Business Development Board of Martin County The Business Development Board of Martin County (BDBMC) was formed in 1991 as a public/private partnership after the creation of the Economic Element in the Martin County Comprehensive Growth Management Plan.

What are local CEO’s Saying About the Business Development Board? “When looking for property suitable for growth of our rapidly growing company, the BDBMC has been extremely valuable in supporting our needs. With their help we were able to get an affordable vacant county airport building and expedite the process of renovation and permitting through their familiarity and frequent

BOARD MEMBER Spotlight

Dan Carmody BDBMC President-Elect Principal, Olde Florida Realty

As the official economic development organization for Martin County, the BDBMC is charged with the responsibility of supporting existing companies in their expansion and growth needs, and attracting new complimentary businesses to the community. The BDBMC is a partner of Enterprise Florida, the state’s official economic development organization. Our complimentary Business Retention and Expansion services include: 

Sites and Buildings Selection

Professional since 2003. He started in



Demographic & Labor Information

Commercial Real Estate and transitioned



Financial & Grant Resources



Trainings & Workshops



Employee Training Grants

estate in the area. Prior to becoming a



Workforce Development

Realtor, Dan worked for over a decade



Data & Market Intelligence

ly in Orlando and Tampa, however his



Export & International Trade

job required extensive travel throughout



General Business Assistance



Enterprise Zone Incentives

Dan has been a licensed Real Estate

into Residential Real Estate when he teamed up with his brother Marty in 2005. During that time the team has sold over 100 million dollars of real

as an Environmental Consultant primari-

Florida and the Southeast. Growing up in Martin County, it was an easy decision to move back to Martin County to start a new career and raise his family. The Carmody Family has a 40 year history in Martin County making the transition back to the area feel seamless. Dan attended St. Joseph’s School, Martin County High School and the University of Florida. When he is not working, Dan enjoys playing golf and coaching youth basketball. He is married to his wife

We consider our businesses the lifeblood of our community. We are your advocate and strategic partner. We aim to assist you and help you grow by guiding you through the unique challenges of your business expansion or relocation.

dialogue with all aspects of Martin County property management, zoning and permitting. - Mark Libratore, CEO & President Liberator Medical Supply “My company’s exports, due in part to the help provided by the BDBMC, have grown from 5% to a bit over 20%! The BDBMC not only looks to bring new business to the area, but does a commendable job to help existing businesses in our area! - Rusty Sedlack, Vice President Armstrong Nautical Products “Considering the steady and occasionally frantic pace of business ownership, we, the business community, rely on the BDB to make sure we are informed and aware of the many tools available and at our disposal.” - Jana Stolper, Vice President Seatorque Control Systems

“In the nearly 30 years we have been in Martin County, we have gone through four expansions and have always relied upon the assistance of the BDBMC. As the economic development agency for Martin County, the BDBMC has always been there to assist in our growth, while maintaining the quality of life that we enjoy. It is their valuable contribution that gives businesses, like ourselves, the tools we need to create jobs.” - Greg Vandegrift, Vice President Awareness Technology

Richelle, they have two sons Jack and Aiden, and reside in Palm City.

www.bdbmc.org l www.yesmartinfl.com l www.facebook.com/BDBMC

ITEM #3c BDBMC UPCOMING TRAININGS/WORKSHOPS

EYE ON IT On November Current 21st, BDBMC staff presented Trends “About the Industry BDBMC” to members of Treasure Coast SCORE. We look forward to working with SCORE members to provide assistance to business owners, and OUR partnerSHIP on upcoming trainings and workshops.

Interested in learning more about the BDBMC? Contact us to schedule a presentation at your organization.

Monthly Employment Data — October 2014

EYE ON IT

Current Industry Trends DID YOU KNOW?

Employment at U.S. franchised new car dealerships topped one million employees last year . New car dealerships employ an average of 57 people with payroll in excess of $3 million.

CLICK HERE Source: Department of Economic Opportunity/Monthly Employment Data Release

to read the NADADATA 2014 REPORT

ITEM #3c

INDIANTOWN ENTERPRISE ZONE On November 12th, Indiantown hosted USDA Rural Development State Director, Richard Machek.

The USDA aims to meet the needs of farmers and ranchers, promote agricultural trade and production, protect natural resources, and foster rural communities. For more information on USDA programs and services, visit www.usda.gov

Mr. Machek’s first stop on his Indiantown tour — ITS Fiber, the only data center in Martin County connected to a 100% underground, redundant, gigabit capacity, 100% fiber-optic network. Jeff Meyer, ITS Fiber’s Director of IT, provided a tour of the data center and an overview of ITS Fiber’s fiber and telecom services. The tour continued with visits throughout the community, showcasing Indiantown’s assets and identifying various needs within the community. Mr. Machek ‘s tour ended with a visit to the Seminole Inn and a delicious lunch!

Jeff Meyer, Director IT at ITS Fiber and Mr. Machek at the ITS Fiber Data Center in Indiantown, Florida.

To learn more about Indiantown and Martin County’s only Enterprise Zone, visit the Indiantown interactive website at itown.yesmartinfl.com On November 14th, Indiantown welcomed Marty Mielke and Anne Bell from Senator Denise Grimsley’s office. A community tour included an overview of the X58 Indiantown Airport, a tour of the enhancements currently under way at Timer Powers Park, and the recently awarded $100 million C-44 and Stormwater Treatment Area project.

ITEM #3c

NEW PRODUCT ANNOUNCEMENTS

Just a few of the ways the Business Development Board of Martin County can help your business:

Ecosphere Technologies, headquartered in Stuart, launched the Ecos GrowCube(R). The Ecos GrowCube® is a state-of-the-art, turn-key, fully-automated "greenhouse" that utilizes hydroponic growing techniques in order to maximize the amount of crop production possible in a given footprint. www.ecospheretech.com

Local entrepreneurs, Tom Hurley, Mike Prince and Mike Ward recently launched Valuations.com, a FREE, business valuation website to provide business owners with a report estimating their company’s worth. Business owners can go to Valuations.com, provide their annual revenue, industry and expected growth rate and in less than a second, the system will mine large IRS and SEC databases and provide the complimentary business valuation report.

SEPCO, headquartered in Stuart, announces new SolarViper LED outdoor area and roadway luminaire solar lighting - Qualifies for LEED points on projects! SEPCO SolarViper is 100% solar powered at all times, “off the grid”, selfstoring and self-recharging. The unit provides crisp white ultra long-lasting light precisely where needed at motorist and pedestrian levels, without dependence on any electricalutility grid system. The SEPCO SolarViper is a solar-powered and pole-mounted LED for area, parking lot, roadway and walkway lights. SEPCO was founded in 1994 and is a family-owned and operated manufacturer exclusively of luminaries, solar lighting and solar-power systems. The company founder and President, Steven Robbins, patented the first solar street light and solar bus stop lighting system dating back to 1992. www.sepco-solarlighting.com

www.valuations.com



Building, Relocation and Site Selection



Financial Assistance and Grant Resources



Training & Workforce Development



Data and Market Intelligence



Business Synergy



Export & International Trade



General Business Assistance

Do you need assistance with something not on this list? Contact us at 772.221.1380 Have questions about something you read here? Contact us at 772.221.1380 As an existing business in Martin County, you are the lifeblood of our community. Helping you grow by navigating the unique challenges of expansion is our expertise. We help businesses of all shapes and sizes, recognizing that no two businesses are the same. Whether you’ve outgrown your space, need a little training for your employees, in need of marketing assistance, or anything in between… we can help!

ITEM #3c Minder Research announces new General Assistant hired from the Martin County Job Fair in October Minder Research, Inc. is pleased to announce that Kim Reeder has joined the staff as General Assistant. Her duties will include lending support in Customer Service, Logistics, Product Service and Product Testing. Reeder, who has worked largely in the retail and hospitality fields, has quickly made herself a core member of the Minder Team. She attended Martin County High School and Indian River State College, where she studied Communications.

BUSINESS PROFILE Voted Americaâ&#x20AC;&#x2122;s #1 Tire Pressure Monitoring System

Minder Research, located in Stuart, offers a full line of Wireless Tire Pressure Monitoring Systems (TPMS), Tire Gauges, Wired and Wireless Temperature Monitors for the Home, Indoor and Outdoor Weather Stations, Home Security Light Timers, Flameless Teal lights, Night Lights and Motion & Safety Lights. Since inception, Minder has followed its mission statement whenever new products have been introduced: Commitment to Customer Service Dependability Trusted by Industry Leaders Quality and Care Environmentally Friendly Visit Minder Research today at

www.minderresearch.com

Do you have a new team member announcement? Email jill@bdbmc.org

ITEM #3c

IN HONOUR OF VETERANS DAY

Veteran Owned Businesses: Frontlines to Storefronts Did you know? 1 in every 11 businesses in Florida is veteran owned and generates $62 billion dollars in annual sales! Click here to read “Florida’s Bottom Line: Veteran Owned Businesses”

JUST TO NAME A FEW… Veteran Owned Businesses in Martin County

ITEM #3c

BDBMC ACTIVITY NOVEMBER EVENTS November 4th Business Development Board of Martin County 1002 SE Monterey Commons Blvd., Suite 203 Stuart, Florida 34996 772.221.1380 l info@bdbmc.org www.yesmartinfl.com www.bdbmc.org

Economic Development Council of St. Lucie luncheon with Kelly Smallridge, President & CEO Business Development Board of Palm Beach

November 5th

Women’s Alliance Network Luncheon

November 6th

Infiniti of Stuart Grand Opening

November 11th

Veterans Parade Downtown City of Stuart

November 12th

Cowhide & Cardboard event benefitting ME’s Team Foundation

November 19th

Enterprise Zone Development Agency meeting

November 20th

Business Development Board of Martin County Board of Directors Meeting

November 21st

BDBMC presentation at SCORE –Treasure Coast Chapter monthly meeting

Board of Directors Jeff Sabin, President Dan Carmody, President-Elect Mark Robitaille, Secretary Steve Fenton, Treasurer Donna Banister Beth Gaskin Commissioner John Haddox David Kollar Commissioner Troy McDonald David Powers Commissioner Anne Scott Odias Smith Leonard Sucsy

UPCOMING EVENTS December 8th

Martin County Delegation Open Forum

December 10th

Business Development Board of Martin County Board of Directors Meeting

December 10th

Indiantown Community Workshop

December 12th

Indiantown Job Fair

Ken Norman, Legal Counsel

~ Click on the logos below to learn more about our Business Community Partners and the benefits of membership ~

Tim Dougher Executive Director

Jill Marasa Business Development & Finance Manager The Business Development Board of Martin County is the county’s official economic development organization, and partner of Enterprise Florida, Inc. and Florida’s Research Coast. The mission of the BDBMC is to promote economic prosperity in Martin County by retaining and assisting existing businesses while preserving the quality of life, and expanding educational and employment opportunities.

The BDBMC is funded in part by the Martin County, Florida Board of County Commissioners

ITEM #3c

in this issue… Pg. 2

About the BDBMC ISSUE

Pg. 3

Small Business Saturday Mo nthly Employment Data Pg. 4

BDBMC Luncheon Pg. 5

Regional Activity Pg. 6

Indiantown Enterprise Zone Pg. 7

Business Briefs Pg. 8 Job Fair Pg. 9

Community Outreach Pg. 10 BDBM C A ctiv ity

Upcoming BDBMC Board Meeting

10:30 a.m. Indian River State College 2400 SE Salerno Road Stuart

BUSINESS MATTERS monthly economic development newsletter for martin county

ISSUE 15

OCTOBER 2014

FROM THE EXECUTIVE DIRECTOR The Business Development Board of Martin County (BDBMC) held its Annual Business Appreciation Luncheon on October 29th at the Hutchinson Island Marriott. At this event, we honor our local businesses in 5 categories and present the Charlene Hoag award. Congratulations to Prime Source Accessories, Bausch Enterprises, PAC Seating Systems, PeakVision and Ocean Master Marine as this year’s recipients. I would also like to congratulate Donna Carman, the 2014 Charlene Hoag Award Winner. Donna’s dedication and commitment to Western Martin County and the surrounding area is second to none and is well deserving of this recognition. Thank you to all of our sponsors that support this event each year and to the 250 CEOs, elected officials, community leaders and business owners that made the event possible. The BDBMC began the 2014-15 fiscal year on October 1st and it’s proving to be very busy. We are currently assisting 66 expansion, relocation or retention projects in Martin County and continue to work directly with our local small business community addressing their needs. The BDBMC has also been participating with our Research Coast Regional Partnership made up of St. Lucie, Okeechobee, Indian River and Martin County to market the four county region as a desirable location to do business. It’s important to realize that companies relocating or expanding to any of the four counties, benefit the State of Florida, specifically the Research Coast.

As we move into November, Jill and I would like to wish you and your families a safe and happy Thanksgiving Holiday and thank you for your continued support of the BDBMC’s mission. Sincerely,

Tim Dougher Executive Director

www.yesmartinfl.com 772.221.1380

Business Development Board of Martin County l 1002 SE Monterey Commons Blvd., Suite 203 l Stuart, Florida 34996

ITEM #3c

BDBMC Mission Statement The

Business

ABOUT US

Development

The Business Development Board of Martin County

Board of Martin County is the county’s official economic development organization, and partner of Enterprise Florida, Inc. and Florida’s Research Coast . The mission of the BDBMC is to promote economic prosperity in Martin County by retaining and assisting existing businesses and attracting new businesses, while preserving the quality of life, and expanding

educational

and

employment opportunities.

BOARD MEMBER Spotlight

The Business Development Board of Martin County (BDBMC) was formed in 1991 as a public/private partnership after the creation of the Economic Element in the Martin County Comprehensive Growth Management Plan.

Jeff is a Senior Manager at Waste Management, where he has been with the company for 35 years. He is responsible for public sector services and for interfacing with government agencies in the surrounding six counties. His role as Government Affairs Manager includes Statewide Strategic initiative coordination and oversight of outreach activities. Jeff is a charter member of the Keep America Beautiful affiliates of Florida and a former chairman of the Palm Beach Gardens Parks and Recreation Advisory Board. He also serves on the Big Heart Brigade, Keep Martin and Palm Beach Counties Beautiful, Okeechobee County Education Foundation, the Council of Chambers of Martin County, Northern Palm Beach County Chamber of Commerce Trustee and the Hobe Sound Chamber President’s Council.

“When looking for property suitable for growth of our rapidly growing company, the BDBMC has been extremely valuable in supporting our needs. With their help we were able to get an affordable vacant county airport building and expedite the process of renovation and permitting through their familiarity and frequent

Jeff Sabin BDBMC President

What are local CEO’s Saying About the Business Development Board?



Sites and Buildings Selection



Demographic & Labor Information



Financial & Grant Resources



Trainings & Workshops



Employee Training Grants



Workforce Development



Data & Market Intelligence



Export & International Trade



General Business Assistance



Enterprise Zone Incentives

www.bdbmc.org l www.yesmartinfl.com l www.facebook.com/BDBMC

ITEM #3c SMALL BUSINESS SATURDAY—”Helping Small Businesses Do In 2010, American Express small EYEfounded ON IT business Saturday to help Current businesses with Industry Trends their most pressing need — getting more customers! The day encourages people to shop at small businesses the Saturday after Thanksgiving.

Get out and celebrate our local businesses that help make our community great on this special day! SATURDAY, NOVEMBER 29th Monthly Employment Data — September 2014

WHEN YOU SHOP SMALL, IT CAN LEAD TO BIG THINGS! Support our local business community SHOP SMALL ON SMALL BUSINESS SATURDAY!

EYE ON IT

Current Industry Trends DID YOU KNOW?

Martin County’s Two Airports Witham Field and X58 Indiantown generate over 2,370 jobs with indirect impacts of over $7.6 million in our local small business community!

CLICK HERE

Source: Department of Economic Opportunity/Monthly Employment Data Release

to read the FDOT 2013/2014 Economic Impact Reports

ITEM #3c The Business Development Board of Martin County (BDBMC) hosted its annual Business Appreciation Luncheon

with

Senator

Joe

Negron as the guest speaker. The BDBMC recognized the many contributions companies

of from

local, within

existing many

business sectors. These companies provide quality jobs; help expand the local tax base and due to the contributory nature of their businesses, help drive positive economic activity in virtually all sectors of our local economy. Winners of the 2014 Business Development

Board

Martin

Countyâ&#x20AC;&#x2122;s Business Appreciation Awards are: BUSINESS OF CHARACTER

BUSINESS EXPANSION

EXPORT EXCELLENCE

ENTREPRENEURSHIP

SMALL BUSINESS OF THE YEAR

NEW BUSINESS OF THE YEAR

CHARLENE HOAG AWARD

BDBMC BUSINESS APPRECIATION LUNCHEON

ITEM #3c REGIONAL ACTIVITY

Pete Tesch—Economic Development Council of St. Lucie, Tim Dougher—Business Development Board of Martin County and Helene Caseltine, Indian River County Chamber of Commerce.

Four-County Partnership Promotes Region at National Business Aviation Association’s (NBAA) Annual Meeting and Convention Florida’s Research Coast Economic Development Coalition (FRCEDC) exhibited at the 2014 National Business Aviation Association’s (NBAA) Annual Meeting and Convention in Orlando on October 21, 22, and 23rd. NBAA is the world’s largest business aviation trade show - the Orlando event hosted 26,000 attendees and 1100 exhibitors. The region’s economic development practitioners from Martin County, St. Lucie County, Indian River County and Okeechobee County, along with local elected officials and airport managers, promoted the four-county region as a potential business location. Florida’s Research Coast Economic Development Coalition (FRCEDC) is comprised of the primary economic development organizations in Indian River, St. Lucie, Martin and Okeechobee counties and CareerSource Research Coast. The aviation industry is one of the region’s targeted industries for expansion and recruitment.

For more information on Florida’s Research Coast Economic Development Coalition, please visit www.floridarc.com

Regional Aviation Industry Cluster 

ATGI



Air & Sea Recovery



Aircraft Service Center



Aircraft Turbine Works



American Jet



Big Sky Aviation



Chips Custom Painting



EB Airfoils



EMC Technology / Florida RF Labs



ETS Power Group



Flight Safety International



H.W. Barnhouse Southern Aeronautics



Jetcraft Aerostructures



Krieger Machine Company



LEJ Refinishing



Legacy Flight Training



Level 3 Inspection



LoPresti Speed Merchants



Missionary Flights International



NavTech



Okeechobee Painting Center



PAC Seating Systems



Paradigm Precision



Phoenix Metal Products



Piper Aircraft Inc.



Rud Aero



Sebastian Aero Services



Sheltair Aviation Facilities



STS Aviation Group



Treasure Coast Avionics



Triumph Aerostructures -

Fixed Based Operators: 

App JetCenter Aviation



Atlantic Aviation



Continental Jet



Corporate Air



Okeechobee Jet Center



Paris Air



Pilot’s Paradise



Stuart Jet Center

ITEM #3c

INDIANTOWN ENTERPRISE ZONE

On October 17th and 18th, Indiantown held its 67th annual rodeo, the community’s largest event held at Timer Powers Park. Since 1947, Indiantown hosted one of the nation’s most prominent rodeos in its historic rodeo bowl. The 1966 Circle T Ranch Championship Rodeo drew 18,000 fans from 41 states to Indiantown. In recent years, the Indiantown rodeo tradition has continued at Timer Powers Park . The Indiantown/Western Martin County Chamber of Commerce is proud to host the counties only annual rodeo in affiliation with the prestigious Professional Rodeo Cowboys Association (PRCA) and the Women’s Professional Rodeo Association (WPRA). The 2014 Indiantown rodeo is professionally produced by the 4L Rodeo Company and is made possible by the generosity of sponsors and hundreds of hours of community volunteers and the Martin County Sheriff’s Office. This year’s event drew thousands of visitors to the rodeo and the small business district on Warfield Boulevard in Indiantown’s Enterprise Zone.

To learn more about Indiantown and Martin County’s only Enterprise Zone, visit the Indiantown interactive website at itown.yesmartinfl.com

ITEM #3c

BUSINESS BRIEFS

CONGRATULATIONS ON YOUR EXPANSION

Just a few of the ways the Business Development Board of Martin County can help your business: 

Building, Relocation and Site Selection



Financial Assistance and Grant Resources



Training & Workforce Development

OPENING SOON



Data and Market Intelligence

DiCapos Market and Foodery will be joining the City of Stuart Downtown Business District in the new Shoppes on Colorado.



Business Synergy



Export & International Trade



General Business Assistance

Anchorage Manufacturing recently expanded operations with the purchase of a 5,500 square foot building in Stuart. The company produces prototype hardware for various research and development companies.

Keep watch for this new gourmet market opening at www.facebook.com/di.capos

REBRANDING SNEAK PEAK Since 1926, Seacoast National Bank has helped people improve their lives and helped build the community of Martin County. Over the next few months, Seacoast Bank will be rebranding with a new look, building upon a rich history of serving Martin County for nearly 90 years!

NEW PREMIER PROVIDER CONTRACT STS Component Solutions Appointed by Esterline Corporation as its Preferred Provider of 24/7 AOG Support for Boeing 787 Aircraft STS Component Solutions in Palm City, a division of STS Aviation Group headquartered in Jensen Beach, has been selected as the premier provider of 24/7 AOG spares and warranty support for Boeing 787 Aircraft. The spotlight agreement allows STS Aviation Group to administer its global, live-person coverage for all B787 AOG support inquiries as mandated by the Boeing Product Support Agreement between the manufacturer and the Boeing Corporation.

ITEM #3c Business Development Board of Martin County, in partnership with Chapter 1041â&#x20AC;&#x201D;Vietnam Veterans, Martin County Veteran Services, United Way, Martin Volunteers, Palm City Action Team, Indian River State College, CareerSource Research Coast, City of Stuart, Martin County Library System, Scripps/TCPalm, Stuart Business Systems and Seacoast National Bank hosted the Martin County Job Fair on Friday, October 24th at Indian River State College in Stuart. Over 40 Martin County employers participated in the event providing employment opportunities in over 100 job titles.

Casey Cass, Vice President at Ferreira Construction, with William, the first new hire at the job fair.

Job Fair Partners

MARTIN COUNTY JOB FAIR

MARTIN COUNTY JOB FAIR Participating Employers

ITEM #3c

COMMUNITY OUTREACH/OUT AND ABOUT

Council of Chambers luncheon followed by an educational roundtable discussion with John W. Kelly, Ph.D., President at Florida Atlantic University… Go Owls!

Volunteering at SouthFork High School “Give Back” Night to benefit the Indiantown Education Coalition.

Stuart Chamber of Commerce Annual Installation Dinner; Indiantown Rodeo; Florida’s Companies to Watch 2014

ITEM #3c

BDBMC ACTIVITY OCTOBER EVENTS

Business Development Board of Martin County 1002 SE Monterey Commons Blvd., Suite 203 Stuart, Florida 34996 772.221.1380 l info@bdbmc.org www.yesmartinfl.com www.bdbmc.org

October 3rd

Council of Chambers Luncheon; Business Roundtable with John W. Kelly, Ph.D., President at Florida Atlantic University

October 21st to 23rd

National Business Aviation Association Convention & Exhibition

October 24th

Martin County Job Fair

October 29th

2014 Business Appreciation Awards Luncheon UPCOMING EVENTS

November 4th

Board of Directors Jeff Sabin, President Dan Carmody, President-Elect Mark Robitaille, Secretary Steve Fenton, Treasurer Donna Banister Beth Gaskin Commissioner John Haddox David Kollar Mayor Troy McDonald David Powers Commissioner Anne Scott Odias Smith Leonard Sucsy

Economic Development Council of St. Lucie luncheon with Kelly Smallridge, President & CEO Business Development Board of Palm Beach County

November 5th

Women’s Alliance Network Luncheon hosted by Seacoast Bank

November 6th

Infiniti of Stuart Grand Opening

November 11th

Veterans Parade Downtown City of Stuart

November 12th

Cowhide & Cardboard event benefitting ME’s Team Foundation

November 19th

Enterprise Zone Development Agency meeting

November 20th

Business Development Board of Martin County Board of Directors Meeting

November 21st

BDBMC presentation at SCORE monthly meeting

Ken Norman, Legal Counsel

~ Click on the logos below to learn more about our Business Community Partners and the benefits of membership ~

Tim Dougher Executive Director

The BDBMC is funded in part by the Martin County, Florida Board of County Commissioners

ITEM #3i

■ TAKING CARE OF BUSINESS

First Roundtable encourages medical tourism

Profile

FERREIRA CONSTRUCTION

Infrastructure through innovation, sustainability

The first Roundtable featured a tour of Elliott Museum, given by Jennifer Esler, museum president & CEO. STUART — On Jan. 15, the Business De-

velopment Board of Martin County hosted an event promoting local medical tourism that was geared toward medical professional service providers and manufacturers. The event was held at the Elliott Museum and included a private tour for the 20 attendees given by Jennifer Esler, president & CEO of the museum. Speakers included: ■■Rusty Sedlack, Vice President, Armstrong Nautical Products and Export Chairman ■■Charlie Rodriguez, Strategy & Engagement Leader, Medical Tourism Association ■■Leandro Solorzano, International

Trade Specialist, U.S. Department of Commerce ■■John Diep, Regional Manager/International Trade Development, Enterprise Florida ■■Susan Revello, Publisher, Forward Florida ■■Nerissa Okiye, Tourism & Marketing Manager, Martin County This first-time event was such a success that future roundtables are in the works. To attend or participate in the next Roundtable, contact Jill Marasa at the Business Development Board at 772221-1380 or jill@bdbmc.org.

■ ECONOMIC DEVELOPMENT NEWS Business Accelerator Program to help enhance business skills STUART — The Business Develop-

ment Board of Martin County (BDBMC) is pleased to announce its partnership with Indian River State College (IRSC) on a new Business Accelerator Program (BAP). The purpose of the program is to encourage location and or expansion of small businesses in Martin County. The BAP is a two phase program that begins with a 12-week classroom curriculum administered by IRSC. Upon completion and graduation of the program, the student/entrepreneur may apply for a small business grant administered by the BDBMC. The training will include course work that will enhance the business operator’s skill set in the

most needed and useful areas of business finance, marketing, sales and customer service. Upon acceptance to the program, there is a one-time $25 processing fee for the applicant; with all other costs provided free of charge through the program. Phase two of the program consists of a small business grant opportunity to those students completing the course work. The maximum grant amount is $5,000 and may be used for equipment purchases, inventory, vehicle or leased space down payment and other needs as approved by the Program Administer. IRSC Incubator Staff and the BDBMC will perform basic due diligence with a final grant approval by the BAP Committee.

STS Aviation is again named one of fastest-growing companies in US STUART — STS Aviation Group was

recognized, for the fourth year in a row, as one of the fastest growing, privately held companies in the United States. Other 2014 accomplishment: ■■ STS Engineering Solutions increased its headcount of active field engineers by 63 percent and nearly doubled the size of its corporate recruiting department. ■■ STS Component Solutions made a major entry into the B787 marketplace after forming a strategic partnership with Korry Electronics, a division of Esterline

Technologies. (OfficialPR) ■■STS Line Maintenance was awarded a multi-year, WiFi installation project. ■■STS started its Ground Power Turbine Component business and established a new officein Sunrise, Florida. ■■Several, very large RFP opportunities were awarded to STS AeroStaff Services, STSEngineering Solutions and STS Technical Services. ■■STS acquired Air-Pro Hose, a subsidiary of AMG, an Air France/KLM company located in Medley, Florida.

UCT Coatings welcomes president STUART— Charbel Louis Karam has joined UCT Coatings as president. His role will be to drive execution of UCT’s corporate strategy and develop executive level relationships with its customers. “Charbel’s vast experience within the coatings industry will be invaluable to UCT, as well as to our customers,” said Don Weeks, CEO of the UCT consolidated group. “With Charbel Louis Karam

our new world class plant and proprietary coating, we are embarking on an exciting time at UCT. Charbel will be the leader of our strategic initiatives and we are pleased to have him leading the company.” UCT Coatings, Inc. has been selected as one of 50 leading companies from more than 500 nominations statewide, as this year’s Florida Companies to Watch winners.

To submit information to this column, email gina@bdbmc.org

STUART — Ferreira Construction is a largescale, full-service heavy construction company specializing in constructing transportation infrastructures, utilities, marine work, interior renovations, commercial buildings, solar installation and construction management. The company is dedicated to constructing quality infrastructure through innovation and sustainability and the foundation of its

The company specializes in constructing transportation infrastructures, utilities, marine work, interior renovations, commercial buildings, solar installation and construction management.

Looking Forward Share your best practices Best Places to Work is an annual program providing a confidential forum for local employers to participate in an eva luation of workplace best practices. Participating companies receive a complimentary benchmarking report summarizing the survey responses. This valuable tool provides a blueprint on workplace initiatives and best practices in the area. CareerSource Research Coast assists businesses in building better workplaces. As an extension of that work, there is no cost for companies to participate in the Best Places to Work Program. The companies identified as Best Places to Work will be honored at a prestigious awards luncheon in May. CareerSource Research Coast presents the program with support from the Business Development Board of Martin County, Stuart/Martin Chamber of Commerce, Indiantown Chamber of Commerce, and the Palm City Chamber of Commerce.

CLIENTS

■ PSE & G ■ Lockheed Martin ■ Florida DOT ■ Martin County, Florida ■ Florida DEP ■ New Jersey Turnpike Authority ■ Port Authority of New York and New Jersey

WEBSITE ferreiraconstruction.com

BDBMC at the Boat Show

STUART — In partnership with the Marine Industries Association of the Treasure Coast, the BDBMC spoke with local residents and business owners at the Stuart Boat Show on the importance of economic development to our area.

■ NOW HIRING Ferreira Construction – Stuart Send resumes to info@ bdbmc.org ■■Project Manager ■■Project Cost Engineer ■■Superintendents ■■Foremen ■■Class A drivers ■■Equipment Operators ■■Truck Mechanic ■■ Fleet Manager

McDonald’s – Indiantown

Indiantown taxpayers provide Martin County with a substantial amount of revenue through Ad Valorem taxes. Industrial, commercial and residential activity is on the rise and with the proper in- The day offered a site tour of the area followed frastructure in by a town hall meeting open to the public. place, western Martin County will continue to thrive. The BDBMC partnered with the Board of County Commissioners on a “visioning day” that hosted officials from the USDA and local stakeholders to continue the dialogue regarding “where Indiantown is today” and “what it looks like in the future.”

■■Crew members, 18 years or older ■■On-site interviews will be held each Monday at 2 p.m. ■■Apply online for your interview ■■w w w . m c s t a t e . com/34604

Email submissions to this column to gina@bdbmc.org.

■ PROPERTY

SPOTLIGHT

■ PARTNER CORNER ■■ Indiantown Chamber of Commerce Town Hall: Wednesday, Jan. 28 at 6 p.m., Indiantown Civic Center ■■ Stuart Chamber of Commerce Home & Garden Show: Saturday, March 7 and Sunday, March 8, 9 a.m.-4 p.m, Martin County Fairgrounds ■■ 14th Annual Hobe Sound Festival of the Arts: Jan. 31 and Feb 1, 10 a.m.-5 p.m.

Promoting economic prosperity by supporting business

www.bdbmc.org

This is an excellent example of local contractors who not only contribute to our local economy but are working for our environment through these types of reef projects and shoreline restoration projects. Ferreira also completed the Martin County Bird Island project.

Visioning Day in Indiantown

Business Development Board of Martin County The Business Development Board of Martin County (BDBMC) is a public-private partnership working to promote balanced and orderly economic growth in Martin County. As the official economic development organization for Martin County, the BDBMC is charged with the responsibility of supporting exist-

success for more than two decades has been never compromising its integrity. CBS News 12 just highlighted an innovative local reef project being worked on by Ferreira. When the old State Road A1A fishing bridge over the Loxahatchee River in Jupiter was recently torn down, Ferreira converted the discarded concrete pieces into a reef in the Lake Worth Lagoon in Riviera Beach.

ing companies in their expansion and growth needs and attracting new companies to the community. BDBMC is the official partner of Enterprise Florida, Inc. (EFI), the state’s official economic development organization. The BDBMC is funded in part by the Martin County, Florida Board of County Commissioners. like us on Facebook www.facebook.com/BDBMC

Did you know? …that when you step onto most commercial airplanes, the wing flaps and doors were made right here in Stuart? Triumph Aerostructures - Vought Aircraft Division is located at Witham Field and currently employs 400 people.

ITEM #4c

ENTERPRISE ZONE DEVELOPMENT AGENCY AGENDA November 19, 2014 5:30 pm – 7:00 pm

Indiantown Civic Center 15675 SW Osceola Street, Indiantown

1. Call to Order a) Welcome New Members b) Congratulations to Donna Carman – Charlene Hoag Award Recipient

2. Chairman Update a) Business Retention & Expansion Project b) Tangible Personal Property Program

3. New Business a) b) c) d)

Small Business Signage Initiative Downtown iTown Campaign Enterprise Zone Annual Report EZDA Fiscal Year 2014-2015 Meeting Calendar

4. Comments 5. Adjourn

ITEM #4d

Wednesday, January 28th 6:00 pm Indiantown Civic Center 15675 SW Osceola Street, Indiantown LET YOUR VOICES BE HEARD: Come share your thoughts on issues that matter to you. English/Spanish translation will be available l FREE and open to the public

Hosted by

For more information, contact Hilary McKeich at 772.597.2184

Hosted by

For more information, contact Hilary McKeich at 772.597.2184

Hosted by

For more information, contact Hilary McKeich at 772.597.2184

1/30/2015

NBAA Exhibitor Update, 1401 February 2014 | NBAA National Business Aviation Association

ITEM #5d

(http://www.nbaa.org/)

If you have trouble reading this email, visit the Exhibitor Update archives (http://www.nbaa.org/news/exupdate/) .

NBAA Exhibitor Update #0214

February 2014

News & Announcements (#news) | Events (#events) | Subscribe | Archives (http://www.nbaa.org/2013/exupdate_CN13E1X1) | Join NBAA (http://www.nbaa.org/join/exupdate/)

(http://www.nbaa.org/news/exupdate/subscribe/)

Published monthly, NBAA Exhibitor Update provides the latest news and announcements for NBAA exhibitors, sponsors and advertisers, as well as information about NBAA activities and Member benefits. Subscribe for free or review the archives (http://www.nbaa.org/news/exupdate/) .

NEWS & ANNOUNCEMENTS Make Plans for Your Company to Exhibit at NBAA2014 in Orlando (http://www.nbaa.org/2014/ex_CN14E021)

Don't miss your chance to exhibit at the world's largest and most important business aviation event – NBAA’s Business Aviation Convention & Exhibition (NBAA2014) – set for Oct. 21 to 23 in Orlando, FL. The NBAA Convention is the place to be each year for everyone who's anyone in business aviation. NBAA2014 will be the can'tmiss business aviation event of the year, and one of the largest trade shows in the U.S. Exhibit space is available indoors at the Orange County Convention Center, and on the static display at Orlando Executive Airport. The exhibitor priority lottery deadline is March 10, and for the first time, exhibitors who submit their applications and payments in full by that date will select their exhibit space through a live exhibit space lottery placement. Sign up today to showcase your aviation products and services at NBAA2014 (http://www.nbaa.org/2014/ex_CN14E021) . NBAA2014 Static Display to Feature the Latest and Greatest Business Aircraft (http://www.nbaa.org/2014/static_CN14E021) The NBAA2014 static display of aircraft brings together the world's most cutting edge business aircraft in one venue. Held at Orlando Executive Airport and http://www.nbaa.org/news/exupdate/2014/exupdate1402.php#content

1/5

1/30/2015

NBAA Exhibitor Update, 1401 February 2014 | NBAA National Business Aviation Association

hosted by Showalter Flying Service, the NBAA2014 static display allows business aircraft buyers from around the globe to view nearly every make and model of business aircraft in person, side by side and all in one place. Reserve your static display space today (http://www.nbaa.org/2014/static_CN14E021) .

ITEM #5d

Exhibit Space Still Available at ABACE2014 in Shanghai (http://www.nbaa.org/abace/ex_AN14E051)

The 2014 Asian Business Aviation Conference & Exhibition (ABACE2014) is set for April 15 to 17 in Shanghai, China, and exhibit space is still available on the conference floor and on the static display. ABACE is where the industry’s top vendors, leaders and experts from around the world come together to discuss the business aviation market in Asia. More than 150 exhibitors will display aircraft, equipment, products and services, and a variety of education sessions on topics of interest to the business aviation community will be presented. Thousands of attendees are expected to come out for the threeday event and see all the industry has to offer. Sign up to exhibit at ABACE2014 (http://www.nbaa.org/abace/ex_AN14E051) . Return to Top (#start)

(http://www.nbaa.org/abace/index_AN14E051)

HighProfile Marketing Opportunities Still Available at ABACE2014 (http://www.nbaa.org/abace/spon_AN14E051)

ABACE2014 offers exhibitors targeted advertising opportunities in the ABACE2014 Show Guide and Directory of Existing Companies and on the ABACE2014 website. Insertion orders must be received no later than March 1, and artwork must be received no later than March 8. In addition, a wide range of highimpact and lowcost sponsorship options are available, including a variety of branding signage, billboard banners, venue and custom sponsorship options at Shanghai Hawker Pacific Business Aviation Service Centre and at the static display on Shanghai Hongqiao International Airport. Learn more about advertising at ABACE2014 (http://www.nbaa.org/abace/advertising_AN14E051) and sponsorship opportunities at the show (http://www.nbaa.org/abace/spon_AN14E051) . ABACE2014 Exhibitor Service Center Supports Your Efforts

(http://www.nbaa.org/2014/index_CN14E021)

(http://www.nbaa.org/abace/esc_AN14E051)

The ABACE2014 Exhibitor Service Center is where exhibitors have access to details, reminders, policies and procedures to support their ABACE exhibits. All confirmed exhibitors are required to log in to the Exhibitor Service Center to complete the required forms for their exhibit. Resources include the exhibitor company profile update for the ABACE2014 Show Guide, exhibitor service kit forms, exhibit staff registration and ABACE2014 logos. Sign up today for the Exhibitor Service Center (http://www.nbaa.org/abace/esc_AN14E051) . Register and Make Visa Arrangements for ABACE2014 in Advance (http://www.nbaa.org/abace/reg_AN14E051)

Registration for exhibitors is now open for ABACE2014. Exhibitor badges are required for exhibitor access to the exhibit halls, chalets and static display of aircraft. Complimentary exhibitor badges are provided based on allotments associated with purchased exhibit space. Please note that ABACE exhibitors traveling from countries requiring Chinese visas to attend ABACE must have an invitation letter from authorities in China in order to obtain their visa. Only registered exhibitors and other registered attendees for ABACE2014 are eligible to request ABACE invitation letters. Fill out the Visa Invitation Letter Request form (http://www.nbaa.org/abace/visa_AN14E051) online, or register for ABACE2014 http://www.nbaa.org/news/exupdate/2014/exupdate1402.php#content

(http://www.nbaa.org/join/exupdate/)

2/5

1/30/2015

NBAA Exhibitor Update, 1401 February 2014 | NBAA National Business Aviation Association

(http://www.nbaa.org/abace/reg_AN14E051) .

ITEM #5d

Exhibitor Registration Now Open for EBACE2014 (http://ebace.aero/2014/reg_EN14E041)

Exhibitor registration is now open for the European Business Aviation Convention & Exhibition (EBACE2014), set for May 20 to 22 in Geneva, and co sponsored by NBAA and the European Business Aviation Association. Exhibitors are encouraged to register in advance for their EBACE2014 attendee badges to save time on site. Badges are required for access to the exhibit floor, as well as the static display at Geneva international Airport. Register for EBACE2014 today (http://ebace.aero/2014/reg_EN14E041) . Act Now for EBACE2014 Advertising, Sponsorship Opportunities (http://ebace.aero/2014/adv_EN14E041)

EBACE is the premier event and annual meeting place for the European business aviation community. The convention brings together more than 12,000 attendees and nearly 400 exhibitors. A wide range of highimpact and lowcost sponsorship and advertising options are available to provide maximum visibility to this important audience. Options include the EBACE2014 Show Guide and Directory of Existing Companies, website and mobile app advertising, as well as signage and billboard banners. Learn more about EBACE2014 advertising and sponsorship opportunities (http://ebace.aero/2014/adv_EN14E041) . Return to Top (#start)

(http://ebace.aero/2014/index_EN14E041)

Partnering With NBAA: Helping Business Aviation Do Business (http://www.nbaa.org/about/advertising/)

Partnering with NBAA is a valuable business tool that many companies have found to be an essential part of their marketing programs. From the flight department to the board room, NBAA Members are business aviation. Through NBAA advertising and sponsorship opportunities, you’ll be well positioned to reach this powerful buying and flying audience. They’re a diverse group of professionals involved in all aspects of operations, including company owners, presidents, CEOs and aviation executives, flight department managers and aviation directors, chief pilots and more. Learn more about the wealth of opportunities that NBAA provides to promote your brand and share your company's message with targeted groups of business aviation decision makers all year long. View the 2014 NBAA Media Kit (http://www.nbaa.org/about/advertising/) . Increase Exposure for Your Products and Services at MMC2014 (http://www.nbaa.org/mmc/exupdate_MN14E2XX/)

Join the decision makers and key influencers responsible for managing aircraft maintenance in Tampa, FL, April 22 to 24, at the 2014 NBAA Maintenance Management Conference (MMC2014). This unique industry event attracts directors of maintenance, flight department managers, maintenance technicians, aircraft owners/operators and chief pilots, who return year after year to gain valuable professional development, meet facetoface with their vendors and suppliers, and get business done for the year ahead. Take advantage of this business growth opportunity and become an exhibitor at MMC2014 to network with hundreds of aviation leaders and industry experts who shape the future of business aviation. Learn more about booth pricing and submit your MMC2014 exhibitor application (http://www.nbaa.org/mmc/exupdate_MN14E2XX/) .

http://www.nbaa.org/news/exupdate/2014/exupdate1402.php#content

3/5

1/30/2015

NBAA Exhibitor Update, 1401 February 2014 | NBAA National Business Aviation Association

Call for Proposals: 2015 Schedulers & Dispatchers Conference

ITEM #5d

(http://www.nbaa.org/about/rfp/)

Last month, NBAA's Schedulers & Dispatchers Conference (SDC2014) set an alltime record for registration, with more than 2,600 people signed up to attend. The annual conference is the premier educational and networking event for professionals responsible for coordinating the use of business aircraft. With next year's conference scheduled for Feb. 3 to 6, 2015, in San Jose, CA, the NBAA Schedulers & Dispatchers Committee has announced its call for education session proposals. The committee welcomes proposals for presentations on topics such as safety and risk management, maintenance, flight operations, airspace and airport access, aircraft ownership and career development. All proposals are due by Feb. 28. Review the SDC2015 call for proposals (http://www.nbaa.org/about/rfp/) . Get Involved in NBAA’s Air Mail Network (http://www.nbaa.org/airmail/) NBAA's Membersonly social network provides another way for Members to interact with thousands of business aviation professionals, in a networking forum available 24/7. Take advantage of NBAA’s Charter Availability Air Mail list, where Members can post charter availability announcements and other messages that are sales/marketing in nature. Sign up for Air Mail (http://www.nbaa.org/airmail/) . Rent a Customized NBAA Member Contact List (http://www.nbaa.org/about/advertising/mailinglists/)

NBAA makes its master file of business aviation professionals available for list rental, with special discounted pricing for Associate Members. Target ideal customers by aircraft, job function, geographic region and more. Order a Member contact file (http://www.nbaa.org/about/advertising/mailinglists/) . Return to Top (#start)

(http://www.nbaa.org/airmail/)

EVENTS FOR NBAA EXHIBITORS & SPONSORS International Operators Conference (IOC2014) March 17–20, 2014, Tampa, FL Asian Business Aviation Conference & Exhibition (ABACE2014) April 15–17, 2014, Shanghai, China Maintenance Management Conference (MMC2014) April 22–24, 2014, Tampa, FL European Business Aviation Convention & Exhibition (EBACE2014) May 20–22, 2014, Geneva, Switzerland Flight Attendants/Flight Technicians Conference June 19–21, 2014, West Palm Beach, FL Business Aviation Regional Forum June 26, 2014, Van Nuys, CA Business Aviation Regional Forum Sept. 18, 2014, Dallas, TX http://www.nbaa.org/news/exupdate/2014/exupdate1402.php#content

4/5

1/30/2015

NBAA Exhibitor Update, 1401 February 2014 | NBAA National Business Aviation Association

ITEM #5d

Tax, Regulatory & Risk Management Conference Oct. 19–20, 2014, Orlando, FL Business Aviation Convention & Exhibition (NBAA2014) Oct. 22–24, 2014, Orlando, FL Review the Full NBAA Events Calendar (http://www.nbaa.org/events/date) Return to Top (#start)

(http://www.nbaa.org/about/advertising/insider/)

Founded in 1947 and based in Washington, DC, the National Business Aviation Association (NBAA) is the leading organization for companies that rely on general aviation aircraft to help make their businesses more efficient, productive and successful. The Association represents 10,000 Member Companies of all sizes located across the country. NBAA provides more than 100 products and services to the business aviation community, including the NBAA Business Aviation Convention & Exhibition, the world's largest civil aviation trade show. Become an NBAA Member Today! Join now (http://www.nbaa.org/join/exupdate/) . Send comments about NBAA Exhibitor Update to exupdate@nbaa.org (mailto:exupdate@nbaa.org) . Subscribe to NBAA Exhibitor Update using the online subscription form (http://www.nbaa.org/news/exupdate/subscribe/) . National Business Aviation Association 1200 G Street NW, Suite 1100, Washington, DC 20005 • Tel: (202) 7839000 • Fax: (202) 3318364 • info@nbaa.org (mailto:info@nbaa.org)

http://www.nbaa.org/news/exupdate/2014/exupdate1402.php#content

5/5

ITEM #5d

The Business Development Board of Martin County is the official economic development organization for Martin County and partner of Enterprise Florida.

Creating Opportunities for a Successful Community

Founded in 1991, our organizational mission is to promote economic prosperity by retaining and assisting existing businesses and attracting new businesses, while preserving the quality of life, and expanding educational and employment opportunities. Our complimentary services include :

Only a few locations can guarantee the right combination of resources along with business development assistance that are crucial to your business success.



Site Selection Assistance



Financial Assistance and Grants



Training and Workforce Development



Data and Market Intelligence



Business Synergy



Export and International Trade



General Business Assistance

The Business Development Board of Martin County is your one-stop resource for relocating and expanding your business.

"As CEO of the largest employer in Martin County and an eight time Top 100 Hospital, I can proudly say that Martin County provides the business environment to recruit and retain a great work force that has many opportunities to expand their skills through the excellent education system of k-12, college, universities and technical training programs in our region.” - Mark Robitaille, CEO of Martin Health System  Established industry presence locally and regionally

 Well-educated, highly technical workforce  Industry specific job training programs

 High tech infrastructure  Pro business taxes and incentives  Top tier schools  First rate healthcare

 Low wage region  Optimal location close to International Airports, Major Ports, Highways , Waterways and Rail

 Top quality of life  Enterprise Zone in Indiantown

Aviation and Aerospace companies located or headquartered in Martin County, Florida Innovative companies design and manufacture a diverse array of products for the industry 

ATGI



EB Airfoils



ETS Power Group



Florida RF Labs/EMC Technology



Krieger Machine Company



Level 3 Inspection



PAC Seating Systems



Paradigm Precision



STS Aviation Group



Triumph Aerostructures - Vought Aircraft Division



UCT Coatings “We look forward to serving the Martin County community for many years to come.” - Greg Bennett, President - Paradigm Precision

Fixed Based Operators: 

Atlantic Aviation



Stuart Jet Center

Business Development Board of Martin County 1002 SE Monterey Commons Blvd., Suite 203 l Stuart, Florida 34996 772.221.1380 l info@bdbmc.org

WWW.YESMARTINFL.COM

Ranked #1 for US Aviation Manufacturing Attractiveness

- Pricewaterhouse Coopers LLP

Personal Income Tax

Ranked Second Best Business Climate - Business Facilities

Considered first state for renewed consideration post recession - Area Development

Ranked Second Best State for Business

- ChiefExecutive.net

Ranked #1 for Quality of Living Environment

- Chief Executive Magazine

Machinery and Equipment Sales Tax

“We have the business climate and the education for aviation manufacturers, and we welcome them and will help them expand or get started here.” - Governor Rick Scott

ITEM #5d

The Chamber of Commerce of Okeechobee County was launched in 2011 in partnership with Okeechobee’s Main Street’s Economic Restructuring Committee, the Economic Council of Okeechobee County, the County and City of Okeechobee, and the collaboration of the business community and partner organizations. Our complimentary services include :

“In the Center of it All”



Site Selection Information and Tours



Demographic Research Services



Utilities and Infrastructure Information



State and Local Incentives Assistance



Enterprise Zone Incentives Assistance



Zoning and Permitting Assistance



Training Program Assistance



Employee Recruitment Assistance



Business to Business Networking

The Chamber of Commerce of Okeechobee County is your one-stop resource for relocating or expanding your business.

Strengthening and building on our history and tradition in tourism and agriculture, while working to diversify the base of industries and the creation of high wage jobs.

“I am very excited to be able to open our advanced composite manufacturing center in Okeechobee, Florida. While my other business has manufacturing centers in the Midwest, the support from Governor Scott was instrumental in making the decision to locate in Florida. The assistance from Okeechobee County leadership along with the community’s supporting infrastructure also played a critical role in my purchase of the property.” - Joe Charles, President of Charles Composites

 Large Enterprise Zone providing

 Pro business taxes and incentives

significant tax refunds and incentives

 “Major Areas of Interest” Career and Technical programs

 Optimal location close to International Airports, Major Ports, Highways, Waterways and Rail

 Low wage region  Idyllic rural lifestyle  Abundant land  Ready workforce

Top Employers in Okeechobee County 

American Drilling



Charles Composites



Domer’s Machine Shop & Drilling



Entegra Roof Tile



Everglades Farm Equipment Co.



Praxair Distribution



Trademark Recycling



Walpole Inc.



Waste Management

“The manufacturing industry in Florida is growing thanks to the competitive advantages our state can offer.” - Gray Swoope, Secretary of Commerce and President & CEO of Enterprise Florida

Ranked #1 for US Aviation Manufacturing Attractiveness

- Pricewaterhouse Coopers LLP

Personal Income Tax

Ranked Second Best Business Climate - Business Facilities

Considered first state for renewed consideration post recession - Area Development

Aviation Operators at Okeechobee County Airport Fixed Based Operator: 

Okeechobee Jet Center

RankedSecond SecondBest BestState StateforforBusiness Business Ranked

- ChiefExecutive.net - ChiefExecutive.net

Restaurant: 

Landing Strip Cafe

Aviation Services: 

Okeechobee Painting Center



LEJ Refinishing



Big Sky Aviation

Chamber of Commerce of Okeechobee County 55 S. Parrott Avenue l Okeechobee, FL 34974 863.467.6246 l antoinette@okeechobeebusiness.com

www.okeechobeebusiness.com

Ranked #1 for Quality of Living Environment

- Chief Executive Magazine

Machinery and Equipment Sales Tax

“We have the business climate and the education for aviation manufacturers, and we welcome them and will help them expand or get started here.” - Governor Rick Scott

ITEM #5d #5f ITEM

The Indian River County Chamber of Commerce is the County’s primary economic development organization and a partner of Enterprise Florida, Inc. We are also a partner and founding member of Florida’s Research Coast Economic Development Coalition, a four-county regional organization.

Only a few locations can guarantee the right combination of resources along with customized business assistance crucial to your business success.

The Chamber’s Economic Development Division works closely with local government officials and private sector partners to promote economic diversification and job creation by encouraging the recruitment, retention and expansion of targeted business. Our complimentary services include: 

Site Selection Assistance



Financial Assistance and Grants



Training and Workforce Development



Data and Market Intelligence



Business Synergy



Export and International Trade



General Business Assistance

The Indian River Chamber is your one–stop resource for relocating and expanding your business in Indian River County, Florida.

ITEM #5d

ITEM #5f

“Our expanding business and growth forecast in the coming years necessitated a move to a business friendly community in a central location with easy access to our many customer s on the East Coast. Vero Beach met all of those requirements and we are excited at the opportunity to be part of the county’s growing business community. The support shown by the County and the Chamber has been unprecedented in our experience and was key in our decision to relocate to Vero Beach. We are grateful for the support and are looking forward to both the lifestyle and business environment Vero Beach offers our company and employees. - Peter Jankowski, President, Next Level Securities Systems  Strong, diversified economy

 Inexpensive building sites

 Unique balance of workstyle and lifestyle

 No state income tax

 Industry specific job training programs

 Productive and business friendly community

 Optimal location close to International

 Motivated workforce of semi-skilled and

Airports, Major Ports and Highways

trained technical workers

Aviation and Aerospace Companies located or headquartered in Indian River County, Florida 

Flight Safety International



H.W. Barnhouse - Southern Aeronautics



Legacy Flight Training



LoPresti Speed Merchants



Piper Aircraft, Inc.



Rud Aero



Sebastian Aero Services



Sheltair Aviation Facilities



Skydive Sebastian



TrueAero LLC.



Velocity



Vero Beach Aeronautics

“This location (in Vero Beach) is ideal for well-organized distribution, transportation and delivery of our popular line of products to companies all over the world” -Tim Girard, President, Girard Equipment

Fixed Based Operators: 

Continental Jet, LLP.



Corporate Air, Inc.



Paris Air, Inc.



Pilot’s Paradise

Indian River County Chamber of Commerce 1216 21st Street l Vero Beach, FL 32960 772.567.3491 l directored@indianriverchamber.com

WWW.INDIANRIVERCHAMBER.COM

Ranked #1 for US Aviation Manufacturing Attractiveness

- Pricewaterhouse Coopers LLP

Personal Income Tax

Ranked Second Best Business Climate - Business Facilities

Considered first state for renewed consideration post recession - Area Development

Ranked Second Best State for Business

- ChiefExecutive.net

Ranked #1 for Quality of Living Environment

- Chief Executive Magazine

Machinery and Equipment Sales Tax

“We have the business climate and the education for aviation manufacturers, and we welcome them and will help them expand or get started here.” - Governor Rick Scott

ITEM ITEM#5d #5f

The Economic Development Council of St Lucie County, Inc. (EDC) is a private, not-for-profit corporation dedicated to the promotion of economic vitality in our community.

Targeting and creating economic, business, jobs and capital investment opportunities

Founded in 2000, the EDC’s mission is to attract, expand and retain businesses that create higher-paying jobs, broaden the tax base, and improve our “economic quality of life”. We do that by working in concert with local governments and business partners to ensure that businesses take full advantage and leverage all resources that area available to them. Our services include :

WHEN YOUR BUSINESS SUCCEEDS… EVERYONE IN THE COUNTY BENEFITS.



Help with permitting



Incentive Funding Assistance



Workforce development



Site Selection



Connections to public/private resources

The EDC offers this information and assistance to decision-makers and consultants representing large and small , domestic and international businesses in all industry sectors.

ITEM #5d ITEM #5f

The St. Lucie International Airport, referred to as the “Gateway to the Bahamas”, is a busy general aviation airport owned and operated by the St. Lucie County Board of County Commissioners. SLCIA is located along the southeast coast of Florida within the four-county region branded as the Research Coast, consisting of St. Lucie, Indian River, Martin and Okeechobee counties. Because of its proximity to several commercial business centers, including West Palm Beach, the airport supports a variety of general aviation traffic including corporate, flight training, military and air-taxi charter services. The airport property consists of 3,844 acres which provides excellent opportunities for aviation and non-aviation development that supports economic growth. The airport is equipped with an FAA Air Traffic Control Tower, on-site Aircraft Rescue and Firefighting services in addition to U.S. Customs and Border Protection service. The airport is designated as a U.S. Customs Port of Entry.

Aviation and Aerospace Companies Headquartered in St. Lucie County, Florida Providing a range of services such as aircraft maintenance/ storage, flight training, business/corporate travel, air taxi/charter services, fueling/fuel storage, medical transport, food services, missionary flights, yacht building, emergency/rescue. 

Air & Sea Recovery



Aircraft Service Center



Aircraft Turbine Works



American Jets



App Jet Center Aviation (Fixed Based Operator)



Aviator College of Aeronautics



Chip’s Custom Painting



Jetcraft Aerostructures



Missionary Flights International



NavTech



Phoenix Metal Products



Tiki Restaurant



Treasure Coast Avionics



U.S. Custom Service Serving the air transportation needs of the community in a safe, efficient, and environmentally sensitive manner.

Economic Development Council of St. Lucie County, Inc.

Indian River State College—STEM Center, Building S, Suite 102 500 N.W. California Blvd. l Port St. Lucie, FL 34986 772.336.6250 l ptesch@youredc.com

WWW.YOUREDC.COM

Ranked #1 for US Aviation Manufacturing Attractiveness

- Pricewaterhouse Coopers LLP

Personal Income Tax

Ranked Second Best Business Climate - Business Facilities

RankedSecond SecondBest BestState Statefor for Business Business Ranked --ChiefExecutive.net ChiefExecutive.net

Ranked #1 for Quality of Living Environment

- Chief Executive Magazine

Machinery and Equipment Sales Tax

“We have the business climate and the education for aviation manufacturers, and we welcome them and will help them expand or get started here.” - Governor Rick Scott

ITEM ITEM#5d #5h

Florida Date

Time

Company

Address

Contact

Title

321 North Clark St, Ste 1425, Chicago, IL 60654

Nicolaus A. Susta

Manager, Site Selection and Consulting Services

City Grounds ‐ 507 W. Dickens Ave, Chicago, IL 60614

Jerry Szatan

Founder & Principal

8:00AM 8:30AM 9:00AM GACC Midwest, Inc.

Tuesday, November 18, 2014

9:30AM 10:00AM 10:30AM Szatan & Associates 11:00AM 11:30AM 12:00PM 12:30PM

Avison Young

1 South Wacker, Ste 3000, Chicago, IL 60606

NexGen Advisors

125 S Wacker Dr, Ste 300, Chicago, IL 60606

Jason Lake

Founding Principal

Cushman & Wakefield

200 S. Wacker Drive, Suite 2800 Chicago, IL 60606

Michael McDermott

Consulting Manager Global Business Consulting

Brendan Kelly

Principal

1:00PM 1:30PM 2:00PM 2:30PM 3:15PM 3:30PM 4:00PM 4:30PM 5:00PM

Notes

ITEM ITEM #5d#5h

6:30PM

Giordano’s Famous Chicago Pizza

Susan Pope

8:00AM 8:30AM 9:00AM

DTZ

77 W Wacker Dr, 18th Floor, Chicago, IL 60601

William "Bill" Tom

KPMG LLP

200 E. Randolph, Ste 5500, Chicago, IL 60601

Michele K. Kitch

Vice President

Entire team attending.

9:30AM 10:00AM

dnesday, November 19, 2014

10:30AM 11:00AM

Senior Manager ‐ State and Entire team attending. Local Tax

11:30AM 12:00PM 12:30PM 1:00PM 1:30PM

2:00PM

Newmark Grubb 500 W Monroe St, Ste 2900, Chicago, Knight Frank IL 60661

Becky Capelle

Pete Tesch and Helene Caseltine will attend. No Senior Associate, Consulting more than 45 minutes long per client request.

ITEM #5g

ITEM #5h

CORENET 2014 WASHINGTON, D.C. EVENT PLAN Sunday, October 26, 2014 5:00pm-7:00pm

Gaylord National Resort & Convention Center

6:00pm

Car Departs for Spy Museum

6:40pm

Remaining Staff/Partners will Meet Stacy (EFI) Outside of Woodrow Wilson Ballroom

7:10pm

Leave Gaylord National Resort & Convention Center

7:30pm-7:45pm

Buses will be parked at Woodrow Wilson Cross Loop outside of the Woodrow Wilson Ballroom Arrive at Museum Spy Museum Captain will be Lydia. She will be available from 5:15pm11:30pm

Grand Opening Party in the Innovation Pavilion (Prince George’s Exhibition Hall D & E) EFI staff & 2 Partners depart from Gaylord to Spy Museum Stacy will provide signage to Staff/Partners to direct guests to buses after reception. (2) 56 person Coach buses. Staff/Partners to help encourage attendees to buses as quickly as possible. Lydia will guide guests upstairs for cocktails in the Venona Room and to the Mezzanine to interact with the characters and activities. She will announce museum hours and let guests know they are welcome to walk through the museum and enjoy the activities prior to dinner. Activities and characters are available from 7:30-9:30pm -Polygraph -Handwriting Analysis -Austin Powers Meet and Greet

8:00pm-9:00pm

Seated dinner service

8:45pm

Gray speaks to thank guests

Ultra Room Room will be set before guest arrival. Preset 1st course is set 15 minutes before dinner begins. A handheld Mic will be available.

7:30pm-9:30pm

Dessert & bar service continues

Venona Room

9:45pm

Group departs Museum for return to Gaylord.

Busses will be available for loading at 9:45pm at the front entrance (9th and F Street)

Tuesday, October 28, 2014 12N – 1:30 pm

Innovation Pavilion (Prince George’s Exhibition Hall D & E)

Luncheon – Sponsored by EFI

Enterprise Florida On-Site Event Contacts Stacy Sanders – Cell: (407) 335-8045

Sean Helton – Cell: (407) 340-2149

Page 1 of 7

ITEM #5h

CORENET 2014 WASHINGTON, D.C. EVENT PLAN Staff/Partner Responsibilities At Spy Museum: Gray Swoope and Melissa Medley will depart to Spy Museum at 6:40pm to welcome guests. Two volunteers will accompany them to work the registration table as guests arrive. Sean Helton will already be on-site to ensure vendor setup and ready the registration table with name badges.

At Gaylord National: Stacy Sanders will be at the Gaylord to meet remaining staff/partners at 6:40pm outside of the Woodrow Wilson Ballroom (located on hotel ballroom level).

Two Volunteers will be stationed at each bus, which will be parked in the loop outside. These volunteers will have the guest list to check-off attendees as they board. Remaining volunteers will be stationed in the path between the Innovation Pavilion and the Woodrow Wilson Ballroom with signs to help guests board the buses after the reception.

End of Dinner: Stacy Sanders will ready the registration table towards the end of the event (9:30pm) to distribute gifts to guests as they exit. Two volunteers are needed to assist in handing out packaged gifts.

Sponsored Luncheon on Tuesday, October 28th – 12 Noon-1:30pm Enterprise Florida has sponsored the networking luncheon on Tuesday, which is open to all CORNET attendees. This event will take place within the Innovation Pavilion.

List of Attendees Registrants as of Wednesday, Oct 22nd: 103 (Guests 81, Partners 15, Staff 7) First Name Stephen Jane Greg

Last Name MacNeil Orlin Gentry

Company ADP ADP Tax Credit Services - CT ADP Tax Credit Services - GA ADP Tax Credit Services - HQ New York AIG International Services

Aggarwal Lalli Crowder

Title Sr. Manager Director Senior Director Director - Business Incentives Sr. Director Director, Global Real Estate Strategy Director Portfolio Americas Principal,

Richard Mark

Eads Golboro

Vik Karen Gail Koo

Stengle

Strategic Planning Manager

BB&T

American Express American Express Avison Young - Atlanta

Enterprise Florida On-Site Event Contacts Stacy Sanders – Cell: (407) 335-8045

Sean Helton – Cell: (407) 340-2149

Page 2 of 7

ITEM #5h

CORENET 2014 WASHINGTON, D.C. EVENT PLAN First Name Jim Jeff Zach Del Tracy Jonathan Judy

Last Name Medbery Binswanger Binswanger Boyette Sharp Keefe Fancy

Title Senior Vice President President, International Vice President President & CEO Chief Operating Officer Managing Director Managing Director

John Sanjiv

Clark Awasthi

Mark Ed Tim Ann Ken Leesa Michael David Dino Jerrie

Nisbett Lyons Venable Hansen Ashley Davis Dell Hill Piccini Silfies

Joe Michael Bruce Jill

Silfies Davis Ficke Langevin

Cathy

Ross

Gary

Marx

Candace Leith Stephen John Jay Greg Dan Chuck

Butler Oatman Kulinski Schwartz Lux Woodward Keel

President VP of Real Estate Director, Program Management Advisor Senior Vice President Senior Advisor Executive Director Spouse of Michael Davis President Real Estate Manager Senior Vice President Guest - Spouse of Attendee Financial Manager, Corp. Real Estate VP , Design and Construction Senior Advisor Senior Director Senior Manager, Client Services Vice President, Economic Development Manager, Economic Development Sr. Vice President Executive Vice President Managing Director Associate Mr. Director Global Real Estate

Company Binswanger Binswanger - HQ - Philadelphia Binswanger Corp Boyette Strategic Advisors Boyette Strategic Advisors Cassidy Turley CBRE Limited Central New York Agri-Business Park Cigna Cigna Health Corporation Colliers CoreNet Global CRESA Partners - Minneapolis Cushman & Wakefield (Spouse) Dell Corporation Realty Ltd. Discover Financial Services DTZ Dupont Company DuPont Company FedEx Services-Miami Ficke & Associates Fidelity Investments Fidelity Investments First Advantage General Motors Gresham Smith & Partners Gresham, Smith and Partners Have Site Will Travel, Ltd. Hickey & Associates, LLC Highwoods Properties inVentiv Health

Enterprise Florida On-Site Event Contacts Stacy Sanders â&#x20AC;&#x201C; Cell: (407) 335-8045

Sean Helton â&#x20AC;&#x201C; Cell: (407) 340-2149

Page 3 of 7

ITEM #5h

CORENET 2014 WASHINGTON, D.C. EVENT PLAN First Name Chris

Last Name Steele

Company Investment Consultant Associates

Wolfe

Title President/COO SVP, Head of Global Real Estate Vice President International Real Estate Managing Director, U.S. Corporate RE Account Manager SVP/National Director Managing Director Vice President / Associate Director Managing Director, Global Real Estate Sr. Corporate Real Estate Manager

Sarah

Abrams

Conti

George

Bruce Kara Lucy Michael

Pearson Tuttamore Carter Condon

Brian

Denton

Michael

Davidson

Teresa Sim Michael

Doughtie Huber

President Senior Manager

Jeff (Geoffrey) David

Troan Craig

Michael Ruy

Miceli Carreiro

VP, Economic Development Director Assistant Vice President & Managing Director Corporate Real Estate Managing Director

King Industrial Realty KPMG, LLP Lockheed Martin Corporation/LMCP&FS Mace

Susan

Cavanaugh

Michael

Huaco

Jonathan Jan Troy Karen Mario Lisa Ed

Dudley Karl Adams Cates Anicama Stanley Eichler

Brent Tracy

Foss Overton

Director Real Estate Services Senior Vice President, Global Corp Real Estate Director - Mohr Economic Development Services Vice President Real Estate Manager CRE Strategic Partner Director of Real Estate CEO Sr. Project Manager Manager, Corporate Real Estate Pr. Project Manager

Iron Mountain Iron Mountain John Hancock Financial Services Johnson Controls Jones Lang LaSalle Jones Lang LaSalle Jones Lang LaSalle JPMorgan Chase & Co. Kaiser Permanente

Manulife Financial Manulife Financial Corporation Massachusetts Mutual Life Insurance Company McKesson Mohr Partners Morley Builders NFI Real Estate Northrop Grumman Corporation Oracle Corporation OSCRE International, Ltd Rockwell Collins Rockwell Collins Inc Rockwell Collins Inc

Enterprise Florida On-Site Event Contacts Stacy Sanders – Cell: (407) 335-8045

Sean Helton – Cell: (407) 340-2149

Page 4 of 7

ITEM #5h

CORENET 2014 WASHINGTON, D.C. EVENT PLAN

First Name Matt Peter Michelle Eric Thomas Tad Dennis Linsey David Linda Rachel Peter Patrick

Last Name Hansen May Thorpe

Title Principal Manager Global Real Estate Spouse Director, Global Corporate Thorpe Real Estate Roehlk Executive Vice President Bandurowski Associate Principal Donovan Principal Goch Paralegal Goch Partner SVP, Strategic Planning Burton Manager Holst Vice President Becronis Principal Gottschalk Partner

Company SRF Consulting Group SS&C Technologies Terra Novo LLC Terra Novo, LLC Tupperware Vanderweil WDG Consulting Webster, Chamberlain & Bean Webster, Chamberlain & Bean Wells Fargo Wells Fargo Wembley Realty Advisors Williams Mullen

Enterprise Florida On-Site Event Contacts Stacy Sanders – Cell: (407) 335-8045

Sean Helton – Cell: (407) 340-2149

Page 5 of 7

ITEM #5h

CORENET 2014 WASHINGTON, D.C. EVENT PLAN

Partners First Name Becca Neal

Last Name Hardin Wade

Title Senior Vice President Executive Director

Tim

Dougher

Executive Director

Spiros

Balntas

Senior Project Manager

Beth Robin Donna

Kirkland Ronne Ronne

Cathy

Chambers

Broderick Holly John

Green Wiedman Hagen

Melissa

Glasgow

Jennifer

Taylor

Beatriz (Bea) Keith

Bare Norden

Executive Director Managing Director Spouse of Robin Ronne SVP, Strategy & Business Development Director - Business Development Executive Vice President President Director of Economic Development Vice-President Business Development Sr. Business Development Manager President & CEO

Company Bay Economic Development Alliance Bay Economic Development Alliance Business Development Board of Martin County Central Florida Development Council of Polk County Florida Economic Development Council Greater Fort Lauderdale Alliance Greater Fort Lauderdale Alliance JAXUSA Partnership JAXUSA Partnership Metro Orlando EDC Pasco Economic Development Council St. Johns County Board of County Commissioners Tampa Bay Partnership Tampa Hillsborough EDC Team Volusia Economic Development

Enterprise Florida Staff First Name Gray Griff Melissa Sean John Stacy Tim

Last Name Swoope Salmon Medley Helton Krug Sanders Vanderhoof

Title Secretary of Commerce COO Chief Marketing Officer VP of Communications Senior Director, Business Development Marketing Director Manager Business Development

Enterprise Florida On-Site Event Contacts Stacy Sanders â&#x20AC;&#x201C; Cell: (407) 335-8045

Sean Helton â&#x20AC;&#x201C; Cell: (407) 340-2149

Page 6 of 7

ITEM #5h

CORENET 2014 WASHINGTON, D.C. EVENT PLAN

Enterprise Florida On-Site Event Contacts Stacy Sanders – Cell: (407) 335-8045

Sean Helton – Cell: (407) 340-2149

Page 7 of 7

ITEM #5h

ITEM #6a

AGENDA Bill West Chairman

October 16, 2014 12:00 pm

Business Development Board of Martin County 1002 SE Monterey Commons Blvd., Suite 203

Daniel Morris Vice Chairman S. Tucker Johnson Assistant Secretary

CALL TO ORDER/ROLL CALL â&#x20AC;&#x201C; Bill West, Chairman a. Announcement of Certification and Quorum b. Affidavit of Publication c. Introductions

II.

ELECTION OF OFFICERS

III.

MINUTES

IV.

FINANCIAL REPORT

AUDIT a. Request for Proposals b. Audit Compliance

VI.

NEW BUSINESS

VII.

ADJOURNMENT

George Haley Treasurer Lawrence Anderson Member Tim Dougher Secretary

Ed Vogel Bond Counsel Larry Crary Legal Counsel

ITEM #6a

MARTIN COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 1002 SE Monterey Commons Blvd., Suite 203 l Stuart, Florida l 772.22 1 .1380 l info@bdbmc.org

NOTICE OF PUBLIC MEETING A meeting of the Martin County Industrial Development Authority will be held on Thursday, October 16 th at 12:00 pm at the office of the Business Development Board of Martin County, located at 1002 SE Monterey Commons Boulevar d, Suite 203, Stuart, Florida. T h e p u r p o s e o f t h i s m e e t i n g i s c o n s i d e r a t io n b y t h e M ar t in C o u n t y I n d u s t r i a l Development Authority of the following: 1.

Audit

Election of Officers

Any other matters which may be brought before the Authority

The Authority may also discuss items not on the Agenda as may be in the best interests of the public health, safety and welfare. An agenda of items to be considered at the meeting will be available to the public after 12:00 p.m., Friday, October 10, 2014 in the lobby of the Martin County Administration Building, 2401 SE Monterey Road, Stuart, FL. In accordance with the Americans with Disabilities Act, persons needing a special accommodation or an interpreter to participate in this proceeding should contact the County Administrator at (772) 221-2360. Hearing impaired persons may call (772) 288- 5940 to request assistance. SHOULD ANY PERSON DECIDE TO APPEAL ANY DECISION MADE BY THE AUTHORITY WITH RESPECT TO ANY MATTER CONSIDERED AT SUCH MEETING, SUCH PERSON WILL NEED A RECORD OF THE PROCEEDINGS AND, FOR THAT PURPOSE, SUCH PERSON MAY NEED TO ENSURE THAT A VERBATIM RECORD OF THE PROCEEDINGS IS MADE, WHICH RECORD INCLUDES THE TESTIMONY AND EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED. THIS MEETING IS OPEN TO THE PUBLIC

ITEM #6a

ADDENDUM A – OTHER ACTIVITIES WHERE WE HAVE BEEN October 3 October 17 October 20 – 22 October 22 – 23 October 23 October 24 October 26 October 28 October 29 November 17 – 19 November 19 November 21 December 7 – 9 December 12 December 13

Council of Chambers Luncheon Indiantown Rodeo International Economic Development Council National Business Aviation Association Florida’s Companies to Watch IRSC Job Fair EFI/Corenet Event IRSC Board of Trustees Speaking Engagement BDBMC Business Appreciation Luncheon Research Coast Site Selectors Event EZDA Meeting SCORE Speaking Engagement Area Development Consultants Forum Hobe Sound Installation Lunch Indiantown NAC Meeting

WHERE WE ARE GOING December 19 January 7 January 12 January 15 January 15 January 21 January 22 January 28 February 6 February 11 February February 23 – 25 February 28 March 11 – 13 March 13

United Way White Doves USDA Vision Day – Indiantown Kiplinger Literacy Award Luncheon FEDC Winter Symposium Medical Tourism Roundtable Enterprise Florida Stakeholders Meeting Indiantown Chamber Installation Breakfast Best Places to Work – IRSC Indiantown Education Coalition Fundraiser Marketing Bootcamp Jensen Beach Chamber Luncheon Site Selectors Guild Conference Education Foundation Martin County Annual Fundraiser Florida Research Coast Legislative Conference Indiantown NAC Meeting

ADDENDUM B

Business Development Board of Martin County STATEMENT OF FINANCIAL POSITION as of October 31, 2014 (unaudited)

ASSETS Current Assets Checking/Savings Current Assets

Fixed Assets

TOTAL ASSETS

386,466.90 386,466.90

4,606.20 $391,073.10

LIABILITIES & NET ASSETS Current Liabilities Unrestricted Net Assets

TOTAL LIABILITIES & NET ASSETS

3,239.07 387,834.03

$391,073.10

Business Development Board of Martin County 1002 SE Monterey Commons Blvd., Suite 203 l Stuart, Florida 34996 772.221.1380 l www.bdbmc.org l info@bdbmc.org l www.facebook.com/BDBMC

Business Development Board of Martin County STATEMENT OF ACTIVITIES As of October 31, 2014 (unaudited) Income 1

4000 · Membership Income

4020 · Local Government Income

2,500.00 92,500.00

4077 · Interest Income 3

4080 · Business Appreciation

4100 · Other Income

4110 · Fee For Service

4120 · In-Kind Contribution/Service

34.26 17,707.00 327.00 36,194.17 1,155.00 150,417.43

Total Income Expenses 5020 · Computer Software & Support

682.74

5030 · General Office Expenditures

2,295.84

5060 · Forums, Conferences & Functions

1,015.93

5080 · Business Appreciation Luncheon

14,702.14

5130 · Travel & Mileage

1,116.60

5169 · Programs & Services

4,689.09

5170 · Occupancy 5300 · Payroll Expenses

3,525.55 13,406.40

5330 · Employee Benefits

1,807.86

5360 · Payroll Taxes

1,025.10

5400 · Outside Services

1,155.00

7000 · Depreciation Expense

257.94 45,680.19

Change in Unrestricted Net Assets

$104,737.43

Notes: 1

Realtor Association, Stuart/Martin County Chamber

Martin County, City of Stuart

Business Appreciation Luncheon Revenue

Workers Compensation Audit Refund

Industrial Development Authority Bond Service Fee

In-Kind Legal Services - McCarthy Summers

Enterprise Florida Stakeholders - Orlando, Int'l Development Economic Council - Texas, Florida Companies to Watch - Orlando

Business Appreciation Luncheon Expenses

NBAA (National Business Aviation Association Exhibit) - Orlando, Site Selectors Guild - Puerto Rico, Corenet - Washington, DC, Int'l Economic Development Council - Texas, Team Florida/Industrial Asset Mgmt. Council - Canada

In-Kind Legal Service - McCarthy Summers ** Revised 11/20/2014 - #8 and #9 corresponding Programs & Services** Business Development Board of Martin County l 1002 SE Monterey Commons Blvd. Suite 203 l Stuart, Florida 34996 772.221.1380 l www.bdbmc.org l info@bdbmc.org l www.facebook.com/BDBMC

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date

Name

Memo

Paid Amount

Ordinary Income/Expense Income 4000 · Membership income 4010 · Realtor Association of Martin 10/28/2014

Realtor Association

BDBMC Fiscal Year 2014-2015 1st Quarter Service Fee

Total 4010 · Realtor Association of Martin

1,250.00 1,250.00

4011 · Stuart/Martin County Chamber 10/28/2014

Stuart / Martin Chamber of Commerce

BDBMC Fiscal Year 2014-2015 1st Quarter Service Fee

Total 4011 · Stuart/Martin County Chamber

1,250.00 1,250.00

Total 4000 · Membership income

2,500.00

4020 · Local Government Income 4021 · Martin County Commission 10/10/2014

BOCC

BDBMC Fiscal Year 2014-2015 1st Quarter Service Fee

Total 4021 · Martin County Commission

86,250.00 86,250.00

4022 · Stuart City Commission 10/28/2014

City of Stuart

BDBMC Fiscal Year 2014-2015 1st Quarter Service Fee

Total 4022 · Stuart City Commission

6,250.00 6,250.00

Total 4020 · Local Government Income

92,500.00

4077 · Interest Income 4078 · Operation account interest 4078a · Money Market Interest-Seacoast 10/31/2014

October Interest

Total 4078a · Money Market Interest-Seacoast

5.86 5.86

4078b · Money Market Interest - FCB 10/13/2014

September Interest

Total 4078b · Money Market Interest - FCB

27.43 27.43

4078 · Operation account interest - Other 10/31/2014 Total 4078 · Operation account interest - Other

Total 4078 · Operation account interest

October Interest

0.97 0.97

34.26

Page 1 of 13

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date

Name

Memo

Paid Amount

Total 4077 · Interest Income

34.26

4080 · Business Appreciation 4081 · Sponsorships 4081a · In Kind 10/08/2014

Southeastern Printing

Business Appreciation Luncheon Sponsorship Commitment - Program Sponsor 384.62 In-Kind

10/17/2014

Scripps

In-Kind Sponsorship Receivable

4,767.00

10/17/2014

Harbour Bay Florist 2014

In-Kind Sponsorship Receivable

500.00

10/28/2014

Southeastern Printing

Business Appreciation Luncheon Sponsorship Commitment - Program Sponsor 115.38 In-Kind

Total 4081a · In Kind

5,767.00

4081 · Sponsorships - Other 10/02/2014

Seacoast National Bank

Business Appreciation Luncheon Sponsorship Commitment

10/10/2014

Martin Health System

Business Appreciation Luncheon Sponsorship Commitment - Gold Sponsor500.00

10/17/2014

CenterState Bank

Business Appreciation Luncheon Sponsorship Commitment

10/28/2014

Proctor Crook Crowder

Business Appreciation Luncheon Sponsorship Commitment - Gold Sponsor500.00

10/28/2014

Paradigm Precision

Business Appreciation Luncheon Sponsorship Commitment - Gold Sponsor500.00

10/28/2014

Quit Doc Research and Education

Business Appreciation Luncheon Sponsorship Commitment

Total 4081 · Sponsorships - Other

1,000.00

250.00 3,750.00

Total 4081 · Sponsorships

9,517.00

4082 · Luncheon Revenue 10/02/2014

Steve Page

Business Appreciation Week Luncheon -

October 29, 2014

10/02/2014

Crary Buchanan

Business Appreciation Week Luncheon -

October 29, 2014 (8 Guests) 600.00

75.00

10/02/2014

McCarthy, Summers, Bobko

Business Appreciation Week Luncheon -

October 29, 2014 (Ken Norman150.00 and Terry McCarthy)

10/02/2014

Michael McNicholas

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

Bill West

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

Timothy Kinane

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

Ron Rose

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

Sarah Lynch

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

Robert Barfield

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

Michael Coady

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

Blue Hoyt

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

Kirk Nickey

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

Doug Calder

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

Sarah Wingfield

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

William Dwyer

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/02/2014

Niki Norton

Business Appreciation Week Luncheon -

October 29, 2014

75.00 Page 2 of 13

9:25 PM 11/13/14 Cash Basis

Business Development Board of Martin County

Profit & Loss Detail October 2014

Date

Name

Memo

Paid Amount

10/02/2014

Donna Linton

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/07/2014

David Satur

Business Appreciation Week Luncheon -

October 29, 2014

150.00

10/07/2014

Robert Raynes

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/08/2014

Donna Banister

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/08/2014

Carolyn Davi

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/08/2014

Lisa Rhodes

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/08/2014

Southeastern Printing

Business Appreciation Week Luncheon -

October 29, 2014 (2 Guests) 115.38

10/10/2014

Indiantown Chamber of Commerce

Business Appreciation Week Luncheon -

October 29, 2014

750.00

10/13/2014

David Derrenbacker

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/13/2014

Joanne Zarro

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/13/2014

City of Stuart

Business Appreciation Week Luncheon -

October 29, 2014

150.00

10/13/2014

Team Parks

Business Appreciation Week Luncheon -

October 29, 2014

225.00

10/13/2014

Catherine McKenzie

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/14/2014

Theresa Swett

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/14/2014

Sue Kinane

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/14/2014

Vernon Hassell

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/14/2014

Salerno Gulf Coast Health Care

Business Appreciation Week Luncheon -

October 29, 2014

225.00

10/15/2014

Angela Nunez

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/15/2014

Dr. Lisa Grassam

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/15/2014

Anthony Ferretti

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/17/2014

Cedrick Gibson

Business Appreciation Week Luncheon -

October 29, 2014

150.00

10/17/2014

RV Johsnon Insurance

Business Appreciation Week Luncheon -

October 29, 2014

150.00

10/17/2014

Cara Perry

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/20/2014

Ann Marie Wood

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/24/2014

Maureen Saltzer

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/24/2014

Kenneth Elkin

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/24/2014

Scott Berry

Business Appreciation Week Luncheon -

October 29, 2014

150.00

10/24/2014

Ademil Castrillo

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/28/2014

Proctor Crook Crowder

Business Appreciation Week Luncheon -

October 29, 2014 - 8 Guests

600.00

10/28/2014

Harbor Community Bank

Business Appreciation Week Luncheon -

October 29, 2014

150.00

10/28/2014

SLC Commercial

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/28/2014

Southeastern Printing

Business Appreciation Week Luncheon -

October 29, 2014 (2 Guests)

10/28/2014

Sandy Pines

Business Appreciation Week Luncheon -

October 29, 2014

150.00

10/28/2014

Stuart / Martin Chamber of Commerce

Business Appreciation Week Luncheon -

October 29, 2014

525.00

10/28/2014

Will Carson

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/28/2014

Bausch Enterprises

Business Appreciation Week Luncheon -

October 29, 2014 (2 Guest Tickets) 150.00

10/28/2014

Jamie Chauss

Business Appreciation Week Luncheon -

October 29, 2014 (One Guest Ticket 75.00- Alex Corrigan)

10/28/2014

St. Lucie County EDC

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/28/2014

Quit Doc Research and Education

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/28/2014

Steve Fenton

Business Appreciation Week Luncheon -

October 29, 2014

75.00

34.62

Page 3 of 13

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date

Name

Memo

Paid Amount

10/30/2014

Ed Ciampi

Business Appreciation Week Luncheon -

October 29, 2014

10/30/2014

Lynn Barletta

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/30/2014

Odias Smith

Business Appreciation Week Luncheon -

October 29, 2014

225.00

10/30/2014

Beth Garcia

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/30/2014

Senator Joe Negron

Business Appreciation Week Luncheon -

October 29, 2014

30.00

10/30/2014

Holly Demers

Business Appreciation Week Luncheon -

October 29, 2014

30.00

10/30/2014

Carrie Lira

Business Appreciation Week Luncheon -

October 29, 2014

30.00

10/30/2014

Amy Chappel

Business Appreciation Week Luncheon -

October 29, 2014

150.00

10/30/2014

Sunshine Land Design

Business Appreciation Week Luncheon -

October 29, 2014

150.00

10/30/2014

Kevin Madden

Business Appreciation Week Luncheon -

October 29, 2014

75.00

10/30/2014

Leonard Sucsy

Business Appreciation Week Luncheon -

October 29, 2014

150.00

Total 4082 · Luncheon Revenue

75.00

8,415.00

Total 4080 · Business Appreciation

17,932.00

4100 · Other Income 4104 · Refunds 10/01/2014

Amtrust North America

2013/2014 Workers Compensation Audit Refund

327.00

Total 4104 · Refunds

327.00

Total 4100 · Other Income

327.00

4110 · Fee For Service 4110A · IDA 4110A1 · IDA Bond Service Fee 10/30/2014

Industrial Development Authority

IDA Bond Service Fee

Total 4110A1 · IDA Bond Service Fee

36,194.17 36,194.17

Total 4110A · IDA

36,194.17

Total 4110 · Fee For Service

36,194.17

4120 · In-Kind Contribution/Service 4120c · McCarthy Summers In-Kind Contr 10/31/2014 Total 4120c · McCarthy Summers In-Kind Contr

Total 4120 · In-Kind Contribution/Service

McCarthy, Summers, Bobko

McCarthy Summers In-Kind Legal Services

1,155.00 1,155.00

1,155.00

Page 4 of 13

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date

Name

Memo

Total Income

Paid Amount

150,642.43

Expense 5020 · Computer Software & Support 5025 · Software & Licenses 5025f · Quickbooks 10/30/2014

Intuit Inc.

Annual Renewal - Quickbooks Enhanced Payroll

Total 5025f · Quickbooks

507.74 507.74

5025g · Digital Communications 10/13/2014

Mail Chimp

Monthly Digital Communications

Total 5025g · Digital Communications

150.00 150.00

5025h · Web Domain Renewals 10/02/2014

Accrinet Corporation

Annual Renewal Domain Name bdbmc.com

Total 5025h · Web Domain Renewals

25.00 25.00

Total 5025 · Software & Licenses

682.74

Total 5020 · Computer Software & Support

682.74

5030 · General Office Expenditures 5031 · Copier (Equipment Lease) 10/31/2014

GE Capital - Copier Lease

Monthly Copier Lease

Total 5031 · Copier (Equipment Lease)

206.70 206.70

5032 · Copies and Printing 10/31/2014

Stuart Bus Systems

B&W .015 @ 3075/Color .07@ 4054

Total 5032 · Copies and Printing

349.70 349.70

5033 · Office Supplies 10/02/2014

Staples

Paper, Stickies, Rubberbands, Binders, Binder clips, Pens, Manilla Folders,398.82 Coffee Mate Creamer,...

Total 5033 · Office Supplies

398.82

5034 · Telephone (Land Line) 10/31/2014 Total 5034 · Telephone (Land Line)

ITS Telecom Services

Monthly Fiber/Land Line Service

316.34 316.34

Page 5 of 13

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date

Name

Memo

Paid Amount

5035 · Telephone (mobile) 10/29/2014

Jill Marasa

Monthly phone stipend

40.00

10/31/2014

AT&T Mobility

Monthly Mobile Service

294.03

Total 5035 · Telephone (mobile)

334.03

5036 · Postage (Equipment Lease) 10/24/2014

Pitney Bowes - Lease

Postage Machine Lease

Total 5036 · Postage (Equipment Lease)

213.06 213.06

5038 · Janitorial Services 10/31/2014

Stockton

Monthly Janitorial Service

Total 5038 · Janitorial Services

159.00 159.00

5039 · Internet Service 10/31/2014

ITS Telecom Services

Monthly Fiber/Land Line Service

Total 5039 · Internet Service

308.20 308.20

5043 · Books and Subscriptions 10/15/2014

TC Palm

Monthly TC Palm digital subscription

Total 5043 · Books and Subscriptions

9.99 9.99

Total 5030 · General Office Expenditures

2,295.84

5060 · Forums, Conferences & Functions 5063 · Conferences 5066 · Travel

Total 5066 · Travel

10/02/2014

Tim Dougher

Tolls - EFI Stakeholders, Orlando

16.38

10/02/2014

11th Hour Business Center

EFI Stakeholders Meeting, Orlando

21.10

10/02/2014

Sheraton Walt Disney World Dolphin

EFI Stakeholders Meeting Orlando

17.04

10/19/2014

Airport Taxi

IEDC Airport Taxi

61.65

10/20/2014

Yellow Cab

IEDC Taxi

12.94

10/21/2014

Dallas Yellow Cab

IEDC Taxi to DFW

63.30

10/21/2014

Orlando International Airport

IEDC Airport Parking

10/23/2014

Lowes Portofino Bay

Florida Companies To Watch - Networking

120.54

10/24/2014

Lowes Hotel Orlando

FL Companies to Watch lodging

227.54

10/29/2014

Jill Marasa

NBAA Tolls, Parking

51.00

52.25 643.74

Page 6 of 13

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date

Name

Memo

Total 5063 · Conferences

Paid Amount

643.74

5067 · Meals and Functions 10/02/2014

Tim Dougher

Per diem - EFI Stakeholders, Orlando

53.00

10/09/2014

Panera Bread Company

Working lunch to discuss upcoming meetings

21.19

10/28/2014

Tim Dougher

Per diem meals (NBAA, IEDC, Florida Companies to Watch

10/29/2014

Jill Marasa

Board Meeting snacks

Total 5067 · Meals and Functions

288.00 10.00 372.19

Total 5060 · Forums, Conferences & Functions

1,015.93

5080 · Business Appreciation Luncheon 5081 · Luncheon Venue & Meals 5081b · Event Supplies 10/02/2014

Staples

Name Badge Clips (2 boxes)

10/27/2014

Papa Johns

Volunteer Lunch for gift bag stuffing

Total 5081b · Event Supplies

130.50 37.49 167.99

5081 · Luncheon Venue & Meals - Other 10/28/2014

Hutchinson Island Marriott Beach Resort &

Business Appreciation Luncheon Venue (guaranteed 230 guests)

1,000.00

10/28/2014

Hutchinson Island Marriott Beach Resort &

Business Appreciation Luncheon Venue (guaranteed 230 guests)

7,985.39

10/28/2014

Hutchinson Island Marriott Beach Resort &

Deposit - Business Appreciation Luncheon Venue (guaranteed 230 guests) -1,000.00

Total 5081 · Luncheon Venue & Meals - Other

7,985.39

Total 5081 · Luncheon Venue & Meals

8,153.38

5086 · Plaques & Awards 10/31/2014

Crown Trophy

BAW Luncheon Awards - (5) #2707, #2792

Total 5086 · Plaques & Awards

598.90 598.90

5087 · Keynote Speaker 10/31/2014

Sewall's Point Company

Stuart on the St. Lucie Book for Senator Negron - BAW Luncheon

Total 5087 · Keynote Speaker

36.98 36.98

5088 · In-Kind Sponsorships 10/08/2014

Southeastern Printing

Business Appreciation Luncheon Sponsorship Commitment - Program Sponsor 384.62 In-Kind

10/08/2014

Southeastern Printing

Business Appreciation Luncheon Sponsorship Commitment - Program Sponsor 115.38 In-Kind

10/17/2014

Scripps

In-Kind Sponsorship Payable

4,767.00

Page 7 of 13

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date 10/17/2014

Name Harbour Bay Florist 2014

Memo In-Kind Sponsorship Payable

Total 5088 路 In-Kind Sponsorships

Paid Amount 500.00 5,767.00

5089 路 Credit Card Service Charges 10/02/2014

Pay Pal

Coady

2.48

10/02/2014

Pay Pal

graham

2.48

10/02/2014

Pay Pal

Lynch

2.48

10/02/2014

Pay Pal

Barfield

2.48

10/02/2014

Pay Pal

Rose

2.48

10/02/2014

Pay Pal

Hoyt

2.48

10/02/2014

Pay Pal

West

2.48

10/02/2014

Pay Pal

Kinane

2.48

10/02/2014

Pay Pal

Nickey

2.48

10/02/2014

Pay Pal

Calder

10/02/2014

Pay Pal

Seacoast

10/02/2014

Pay Pal

Dwyer

2.48

10/02/2014

Pay Pal

Norton

2.48

10/02/2014

Pay Pal

Linton

2.48

10/07/2014

Pay Pal

Satur

4.65

10/07/2014

Pay Pal

Raynes

2.48

10/08/2014

Pay Pal

Banister

2.48

10/08/2014

Pay Pal

Davi

2.48

10/08/2014

Pay Pal

Rhodes

2.48

10/13/2014

Pay Pal

City of Stuart

4.65

10/13/2014

Pay Pal

Zarro

2.48

10/13/2014

Pay Pal

Team Parks

6.83

10/13/2014

Pay Pal

McKenzie

2.48

10/13/2014

Pay Pal

Derrenbacker

2.48

10/14/2014

Pay Pal

Swett

2.48

10/14/2014

Pay Pal

Wingfield

2.48

10/14/2014

Pay Pal

Hassell

2.48

10/14/2014

Pay Pal

Salerno Gulf Coast Health Care

6.83

10/14/2014

Pay Pal

Kinane S.

2.48

10/15/2014

Pay Pal

nunez

2.48

10/15/2014

Pay Pal

Grassam

2.48

10/15/2014

Pay Pal

Ferretti

2.48

10/17/2014

Pay Pal

Gibson/Bernard

4.65

10/17/2014

Pay Pal

Melzer/JUohnson

4.65

10/17/2014

Pay Pal

Perry

2.48

10/20/2014

Pay Pal

Wood

2.48

2.48 29.30

Page 8 of 13

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date

Name

Memo

Paid Amount

10/24/2014

Pay Pal

Saltzer

2.48

10/24/2014

Pay Pal

Elkin

2.48

10/24/2014

Pay Pal

Berry

2.48

10/24/2014

Pay Pal

Castrillo

2.48

10/28/2014

Pay Pal

Fenton

2.48

Total 5089 · Credit Card Service Charges

145.88

Total 5080 · Business Appreciation Luncheon

14,702.14

5130 · Travel & Mileage 5131 · Mileage Reimbursement 10/02/2014

Tim Dougher

PBIA for NYC Sites Selector Trip (2), Stuart Chamber Luncheon, Miami Airport 379.68 for IAMC Conference...

10/28/2014

Tim Dougher

Council of Chambers, Ocean Master Site Visit, Flowers for lunch meeting, Ampersand, 415.28 CEDS meeting...

10/29/2014

Jill Marasa

Ocean Master Project Visit, Indiantown CoGen meeting, IRSC job fair meeting, 321.64 Indiantown Educatio...

Total 5131 · Mileage Reimbursement

1,116.60

Total 5130 · Travel & Mileage

1,116.60

5169 · Programs & Services 5169a · Marketing 5169a12 · Regional Marketing Initiative 10/21/2014

The Point Orlando Resort

NBAA Dinner

10/22/2014

The Point Orlando Resort

NBAA Lodging

10/22/2014

The Point Orlando Resort

NBAA Breakfast

10/22/2014

Orange County Convention Center

NBAA Tradeshow Parking

10/22/2014

Orange County Convention Center

NBAA

10/23/2014

Orange County Convention Center

NBAA Tradeshow Parking

15.00

10/23/2014

Orange County Convention Center

NBAA parking

15.00

10/29/2014

Jill Marasa

NBAA breakfast, dinner

Total 5169a12 · Regional Marketing Initiative

19.57 220.51 7.12 15.00 8.50

8.18 308.88

5169a3 · Trade Shows/Comm RE Conf 10/13/2014

Site Selection Guild

SSG Puerto Rico/February

10/14/2014

The Condado Plaza Hilton

Site Selection Guild Puerto Rico/Lodging Deposit

Total 5169a3 · Trade Shows/Comm RE Conf

1,700.00 238.38 1,938.38

5169a8 · Travel - Marketing 10/02/2014

Delta Air Lines

Airfare - Corenet/Washington, DC

343.20

10/02/2014

Washington Marriott Georgetown

Lodging - Cornet/Washington, DC

471.97

10/02/2014

Tim Dougher

Per diem - IAMC Conference, Canada (3 days minus EFI event)

89.00 Page 9 of 13

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date

Name

Memo

Paid Amount

10/06/2014

Delta Air Lines

Corenet - Washington, DC seat assignment

70.00

10/15/2014

Delta Air Lines

Corenet - Washington, DC- seat assignment

70.00

10/19/2014

GoGoAir

IEDC Forth Worth - Flight Internet

10/21/2014

Abubakr Square

IEDC Fort Worth - Taxi

12.95

10/22/2014

GoGoAir

IEDC Flight - Internet

12.94

10/22/2014

GoGoAir

IEDC Internet - flight

4.95

10/22/2014

Renaissance Hotel

IEDC Fort Worth - Lodging

10/25/2014

VIP Cab of DC

Corenet Taxi

10/25/2014

GoGoAir

Corenet - Washington, DC Flight Internet

10/26/2014

VIP Cab of DC

Corenet Taxi/DC

13.44

10/26/2014

Cab - Washington, DC

Corenet Taxi

12.44

10/26/2014

Cab - Washington, DC

Corenet DC Event - Taxi Fair

12.44

10/27/2014

VIP Cab of DC

Corenet Taxi

22.54

10/27/2014

PBIA

Corenet - PBIA Airport Parking

39.00

10/27/2014

GoGoAir

Corenet - Washington, DC Internet

10/28/2014

Tim Dougher

Tolls

Total 5169a8 · Travel - Marketing

7.95

480.70 24.78 4.95

7.95 16.38 1,717.58

Total 5169a · Marketing

3,964.84

5169b · BR&E 5169b2 · BR&E Events 10/02/2014

Southeastern Print

Tax on Order (Economic Summit Flyers)

Total 5169b2 · BR&E Events

6.84 6.84

5169b7 · Meals and Functions 10/01/2014

Hobe Sound Chamber

Council of Chambers Breakfast

60.00

10/14/2014

The Stuart Boathouse

Lunch with Brandon Woodward

43.57

10/29/2014

Jill Marasa

Enterprise Zone meeting USDA prep work

36.73

10/31/2014

Hobe Sound Chamber

Council of Chambers Luncheon

Total 5169b7 · Meals and Functions

60.00 200.30

5169b9 · Job Fairs

Total 5169b9 · Job Fairs

Total 5169b · BR&E

10/16/2014

Facebook

Facebook Boost Post for BAW Luncheon

10/17/2014

Facebook

Facebook - Boost Post for Job Fair

10/31/2014

Kinane Corporation

Job Fair Sponsor and Welcome Boards

5.00 5.00 402.11 412.11

619.25

Page 10 of 13

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date

Name

Memo

Paid Amount

5169C · Community Outreach 5169c5 · PR-Community Outreach 10/14/2014

Facebook

Facebook Post Boost - Newsletter

10/31/2014

Stuart/Martin County Chamber of Commerce

Operation Thank You

Total 5169c5 · PR-Community Outreach

5.00 100.00 105.00

Total 5169C · Community Outreach

105.00

Total 5169 · Programs & Services

4,689.09

5170 · Occupancy 5171 · Office Rent 10/31/2014

Corsair

BDBMC Monthly Rent

Total 5171 · Office Rent

3,265.07 3,265.07

5173 · Electric 10/28/2014

FPL

9792436124

Total 5173 · Electric

260.48 260.48

Total 5170 · Occupancy

3,525.55

5300 · Payroll Expenses 5310 · Salaries & Wages 10/15/2014

Jill Marasa

Direct Deposit

2,250.00

10/15/2014

Tim Dougher

Direct Deposit

4,450.00

10/31/2014

Jill Marasa

Direct Deposit

2,250.00

10/31/2014

Tim Dougher

Direct Deposit

Total 5310 · Salaries & Wages

4,450.00 13,400.00

5300 · Payroll Expenses - Other

Total 5300 · Payroll Expenses - Other

Total 5300 · Payroll Expenses

10/14/2014

QuickBooks Payroll Service

Fee for 2 direct deposit(s) at $1.60 each

3.20

10/30/2014

QuickBooks Payroll Service

Fee for 2 direct deposit(s) at $1.60 each

3.20 6.40

13,406.40

5330 · Employee Benefits 5332 · Medical Insurance

Page 11 of 13

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date 10/31/2014

Name Blue Cross Blue Shield

Memo Tim $501.49, Jill $680.23

Total 5332 · Medical Insurance

Paid Amount 1,181.72 1,181.72

5333 · Dental 10/31/2014

Guardian

$42.54 Jill/Tim

Total 5333 · Dental

85.08 85.08

5334 · Life 10/31/2014

Guardian

$3.53 Jill/Tim

Total 5334 · Life

7.06 7.06

5335 · Retirement Company Contribution 10/15/2014

Tim Dougher

Direct Deposit

133.50

10/31/2014

Tim Dougher

Direct Deposit

133.50

10/31/2014

Northwestern Mutual

Monthly Simple IRA

267.00

Total 5335 · Retirement Company Contribution

534.00

Total 5330 · Employee Benefits

1,807.86

5360 · Payroll Taxes 5340 · Taxes-Payroll 10/15/2014

Jill Marasa

Direct Deposit

10/15/2014

Jill Marasa

Direct Deposit

32.63

10/15/2014

Tim Dougher

Direct Deposit

275.90

10/15/2014

Tim Dougher

Direct Deposit

64.53

10/31/2014

Jill Marasa

Direct Deposit

139.50

10/31/2014

Jill Marasa

Direct Deposit

32.62

10/31/2014

Tim Dougher

Direct Deposit

275.90

10/31/2014

Tim Dougher

Direct Deposit

64.52

Total 5340 · Taxes-Payroll

139.50

1,025.10

5350 · Taxes-Unemployment 10/15/2014

Jill Marasa

Direct Deposit

0.00

10/15/2014

Jill Marasa

Direct Deposit

0.00

10/15/2014

Tim Dougher

Direct Deposit

0.00

10/15/2014

Tim Dougher

Direct Deposit

0.00

10/31/2014

Jill Marasa

Direct Deposit

0.00

10/31/2014

Jill Marasa

Direct Deposit

0.00

10/31/2014

Tim Dougher

Direct Deposit

0.00

Page 12 of 13

Business Development Board of Martin County

9:25 PM 11/13/14 Cash Basis

Profit & Loss Detail October 2014

Date 10/31/2014

Name Tim Dougher

Memo Direct Deposit

Total 5350 · Taxes-Unemployment

Paid Amount 0.00 0.00

Total 5360 · Payroll Taxes

1,025.10

5400 · Outside Services 5423 · McCarthy Summers In-Kind Contr 10/31/2014

McCarthy, Summers, Bobko

Monthly In-Kind Legal Service

Total 5423 · McCarthy Summers In-Kind Contr

1,155.00 1,155.00

Total 5400 · Outside Services

1,155.00

Total 5552 · Other Expenses

Total Expense

45,422.25

Net Ordinary Income

105,220.18

Other Income/Expense Other Expense 7000 · Depreciation Expense 10/27/2014 Total 7000 · Depreciation Expense

Total Other Expense

Net Other Income Net Income

Depreciation FY 2013-2014

257.94 257.94

257.94

-257.94 104,962.24

Page 13 of 13

Business Development Board of Martin County STATEMENT OF FINANCIAL POSITION as of November 30, 2014 (unaudited)

ASSETS Current Assets Checking/Savings Current Assets

Fixed Assets

TOTAL ASSETS

365,464.60 365,464.60

4,606.20 $370,070.80

LIABILITIES & NET ASSETS Current Liabilities Unrestricted Net Assets

TOTAL LIABILITIES & NET ASSETS

4,139.07 365,931.73

$370,070.80

Business Development Board of Martin County 1002 SE Monterey Commons Blvd., Suite 203 l Stuart, Florida 34996 772.221.1380 l www.bdbmc.org l info@bdbmc.org l www.facebook.com/BDBMC

Business Development Board of Martin County STATEMENT OF ACTIVITIES As of November 30, 2014 (unaudited) Income 4000 · Membership Income

125.00

4077 · Interest Income 2

4080 · Business Appreciation

4110 · Fee For Service

4120 · In-Kind Contribution/Service Total Income

29.49 4,225.00 20.00 1,995.00 6,394.49

Expenses 5020 · Computer Software & Support 5030 · General Office Expenditures

5060 · Forums, Conferences & Functions

71.51

5080 · Business Appreciation Luncheon

960.77

5130 · Travel & Mileage

451.95

5169 · Programs & Services

2,604.42

5170 · Occupancy

3,547.22

5300 · Payroll Expenses 7

150.00 1,330.23

13,406.40

5360 · Payroll Taxes

1,025.10

5400 · Outside Services

4,495.00 28,042.60

Change in Unrestricted Net Assets

-$21,648.11

Notes: 1

Indiantown Chamber

Business Appreciation Luncheon Revenue - Sponsorships, Guests Reservations, In-Kind

Economic Summit Outstanding Invoice Revenue

McCarthy Summers In-Kind Legal Services

Flowers, Photography, Credit Card Fees

Regional Marketing Initiative Site Consultant Event - Chicago, Martin County Job Fair, Indiantown Holiday Parade

Florida Virtual Entrepreneur Center Annual Renewal, McCarthy Summers In-Kind Legal Service

Business Development Board of Martin County l 1002 SE Monterey Commons Blvd. Suite 203 l Stuart, Florida 34996 772.221.1380 l www.bdbmc.org l info@bdbmc.org l www.facebook.com/BDBMC

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Date

Name

Memo

Paid Amount

Ordinary Income/Expense Income 4000 · Membership income 4006 · Indiantown Western Martin Count 11/18/2014

Indiantown Chamber of Commerce

BDBMC Fiscal Year 2014-2015 1st Quarter Service Fee

Total 4006 · Indiantown Western Martin Count

125.00 125.00

Total 4000 · Membership income

125.00

4077 · Interest Income 4078 · Operation account interest 4078b · Money Market Interest - FCB 11/07/2014

October Interest

Total 4078b · Money Market Interest - FCB

28.35 28.35

4078 · Operation account interest - Other 11/28/2014

November Interest

Total 4078 · Operation account interest - Other

1.14 1.14

Total 4078 · Operation account interest

29.49

Total 4077 · Interest Income

29.49

4080 · Business Appreciation 4081 · Sponsorships 4081a · In Kind 11/07/2014

Harbour Bay Florist

Rental Item - 30 Clear Glass Cylinders W/ Ice -- 15 Tall Cylinders 120.64 & 15 Medium Cylinders

11/07/2014

Harbour Bay Florist

Rental Item - 30 Clear Glass Cylinders W/ Ice -- 15 Tall Cylinders 379.36 & 15 Medium Cylinders

Total 4081a · In Kind

500.00

4081 · Sponsorships - Other

Total 4081 · Sponsorships - Other

Total 4081 · Sponsorships

11/02/2014

ITS Telecom

Business Appreciation Luncheon Sponsorship Commitment -1,000.00 Platinum Sponsor

11/18/2014

Florida Power & Light

Business Appreciation Luncheon Sponsorship Commitment -1,000.00 Platinum Sponsor

11/18/2014

Economic Council

Business Appreciation Luncheon Sponsorship Commitment -1,000.00 Platinum Sponsor

11/18/2014

Waste Management

Business Appreciation Luncheon Sponsorship Commitment - GOLD 500.00Sponsor 3,500.00

4,000.00 Page 1 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Date

Name

Memo

Paid Amount

4082 · Luncheon Revenue 11/18/2014

Jeff Sabin

Business Appreciation Week Luncheon -

October 29, 2014

75.00

11/18/2014

Preethi Sekharan

Business Appreciation Week Luncheon -

October 29, 2014

75.00

11/24/2014

Scott Konopka

Business Appreciation Week Luncheon -

October 29, 2014

Total 4082 · Luncheon Revenue

75.00 225.00

Total 4080 · Business Appreciation

4,225.00

4110 · Fee For Service 4110L · Economic Summit 2014 11/18/2014

Jeff Sabin

Guest Reservation - Martin County's Economic Summit "Partners 20.00 for a Stronger Florida"

Total 4110L · Economic Summit 2014

20.00

Total 4110 · Fee For Service

20.00

4120 · In-Kind Contribution/Service 4120c · McCarthy Summers In-Kind Contr 11/18/2014

McCarthy, Summers, Bobko

McCarthy Summers In-Kind Legal Services

Total 4120c · McCarthy Summers In-Kind Contr

1,995.00 1,995.00

Total 4120 · In-Kind Contribution/Service

1,995.00

Total Income

6,394.49

Expense 5020 · Computer Software & Support 5021 · Technical Support 5025 · Software & Licenses 5025g · Digital Communications 11/13/2014 Total 5025g · Digital Communications

Mail Chimp

Monthly Newsletter Digital Distribution

150.00 150.00

Total 5025 · Software & Licenses

150.00

Total 5020 · Computer Software & Support

150.00 Page 2 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Date

Name

Memo

Paid Amount

5030 · General Office Expenditures 5031 · Copier (Equipment Lease) 11/18/2014

GE Capital - Copier Lease

Monthly Copier Lease

Total 5031 · Copier (Equipment Lease)

206.70 206.70

5032 · Copies and Printing 11/18/2014

Stuart Bus Systems

B&W 1750@.015/Color 2591@.07

Total 5032 · Copies and Printing

220.08 220.08

5033 · Office Supplies 11/07/2014

Staples

p-touch tape, sharpies, ink labels, manilla folders

75.84

11/21/2014

Jill Marasa

BDBMC Board Meeting refreshments

13.71

11/26/2014

Intuit Inc.

98.45

Total 5033 · Office Supplies

188.00

5034 · Telephone (Land Line) 11/07/2014

ITS Telecom Services

Monthly Land Line Service

Total 5034 · Telephone (Land Line)

319.68 319.68

5035 · Telephone (mobile) 11/21/2014

Jill Marasa

Monthly phone stipend

Total 5035 · Telephone (mobile)

40.00 40.00

5039 · Internet Service 11/07/2014

ITS Telecom Services

Monthly IT Service

11/07/2014

Comcast - TV

monthly cable service

Total 5039 · Internet Service

305.17 40.61 345.78

5043 · Books and Subscriptions 11/17/2014

TC Palm

Monthly TC Palm Digital Subscription

Total 5043 · Books and Subscriptions

9.99 9.99

Total 5030 · General Office Expenditures

1,330.23

5060 · Forums, Conferences & Functions 5067 · Meals and Functions 11/03/2014

The Fresh Market

Working Lunch - Marketing RFP and IDA Audit

20.84 Page 3 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Date 11/06/2014

Name Spoto's Oyster

Memo

Paid Amount

Working lunch with Steve Fenton - Financials and Board Update50.67

Total 5067 · Meals and Functions

71.51

Total 5060 · Forums, Conferences & Functions

71.51

5080 · Business Appreciation Luncheon 5081 · Luncheon Venue & Meals 5081b · Event Supplies 11/07/2014

Harbour Bay Florist

BAW Luncheon Flowers- 2 White Orchids per vase

38.36

11/07/2014

Harbour Bay Florist

BAW Luncheon Flowers- 2 White Orchids per vase

120.64

Total 5081b · Event Supplies

159.00

5081 · Luncheon Venue & Meals - Other 11/05/2014

Hutchinson Island Marriott

Duplicate charge (re: check # 9777 to be refunded)

46.62

11/07/2014

Hutchinson Island Marriott Beach Resort &

Balance for luncheon- volunteer breakfast

46.62

11/21/2014

Jill Marasa

Donna Carmen Award Celebration

24.99

11/21/2014

Hutchinson Island Marriott

Refund duplicate charge

Total 5081 · Luncheon Venue & Meals - Other

-46.62 71.61

Total 5081 · Luncheon Venue & Meals

230.61

5082 · Printing & Promotional items 5082a · Photography 11/07/2014

Bob Dobens Photography

BAW Luncheon Photography

Total 5082a · Photography

212.00 212.00

Total 5082 · Printing & Promotional items

212.00

5088 · In-Kind Sponsorships 5088a · In-Kind Sponsorships 11/07/2014

Harbour Bay Florist

Rental Item - 30 Clear Glass Cylinders W/ Ice -- 15 Tall Cylinders 379.36 & 15 Medium Cylinders

11/07/2014

Harbour Bay Florist

Rental Item - 30 Clear Glass Cylinders W/ Ice -- 15 Tall Cylinders 120.64 & 15 Medium Cylinders

Total 5088a · In-Kind Sponsorships

500.00

Total 5088 · In-Kind Sponsorships

500.00

5089 · Credit Card Service Charges 11/18/2014

Pay Pal

Economic Summit - Sabin

0.88 Page 4 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Date

Name

Memo

11/18/2014

Pay Pal

BAW Luncheon - Sabin

11/18/2014

Pay Pal

BAW Luncheon - WM Sponsorship

Total 5089 · Credit Card Service Charges

Paid Amount 2.48 14.80 18.16

Total 5080 · Business Appreciation Luncheon

960.77

5130 · Travel & Mileage 5131 · Mileage Reimbursement 11/18/2014

Tim Dougher

FPL Networking in MIami, Meeting Downtown, Inifiniti Event, Research 258.72 Coast Meeting, Consu

11/21/2014

Jill Marasa

St. Lucie EDC presentation, Seacoast Womens Luncheon, Meeting 193.23with Rick Mancil, Meetin

Total 5131 · Mileage Reimbursement

451.95

Total 5130 · Travel & Mileage

451.95

5169 · Programs & Services 5169a · Marketing 5169a12 · Regional Marketing Initiative 11/05/2014

Delta Air Lines

FRC Site Consultant Event Chicago - Airfare

11/05/2014

Hyatt Regency Chicago

Florida Research Coast Site Consultant Event - Chicago/Lodging 602.90

11/17/2014

Chicago Carriage Cab

FRC Site Consultant Event Chicago - Airport Hotel

11/17/2014

Hyatt Regency Chicago

FRC Site Consultant Event Chicago - Pre Consultant Meeting with 62.77 FRC Team

11/17/2014

Hyatt Hotel

FRC Site Consultant Event Chicago

11/17/2014

GoGoAir

FRC Site Consultant Event Chicago internet

11/18/2014

Florida's Research Coast EDC

Site Selector Mission to Chicago - Four County Balance Owed 312.50

11/18/2014

Tim Dougher

FRC Site Consultant Trip/Chicago - Per Diem Meals (3 Days) 108.00

11/18/2014

Flash Cab

FRC Site Consultant Event Chicago - Appointment

11.95

11/18/2014

Flash Cab

FRC Site Consultant Event Chicago - Appointment

10.35

11/18/2014

Checker Cab

FRC Site Consultant Event Chicago - Appointment

13.40

11/19/2014

Yellow Cab

FRC Site Consultant Event Chicago - Appointment

9.95

11/19/2014

PBIA

FRC Site Consultant Event Chicago - PBIA Parking

39.00

Total 5169a12 · Regional Marketing Initiative

366.20

37.81

33.62 7.95

1,616.40

Total 5169a · Marketing

1,616.40

5169b · BR&E 5169b7 · Meals and Functions 11/07/2014

Economic Council of Martin County, Inc.

BR&E Event

11/12/2014

In Economic Development

EDC St Lucie presentation by Kelly Smallridge

150.00 40.00 Page 5 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Date

Name

Memo

Paid Amount

11/13/2014

Marine Industries Association of the TC

MIATC Member Social/Stuart Boat Show (Tim/Jill)

11/21/2014

Jill Marasa

Ferreira Construction, iTown Tour with USDA, iTown Tour with118.40 Senator Grimselys office

Total 5169b7 · Meals and Functions

30.00

338.40

5169b9 · Job Fairs 11/18/2014

Kinane

Printing of Job Fair Jobseeker Handbooks (500)

Total 5169b9 · Job Fairs

399.62 399.62

Total 5169b · BR&E

738.02

5169C · Community Outreach 5169c5 · PR-Community Outreach 11/18/2014

Indiantown Western Martin County Chamber

Snowman Sponsor - Christmas Parade

Total 5169c5 · PR-Community Outreach

250.00 250.00

Total 5169C · Community Outreach

250.00

Total 5169 · Programs & Services

2,604.42

5170 · Occupancy 5171 · Office Rent 11/28/2014

Corsair

Monthly Lease - Suite 203

Total 5171 · Office Rent

3,328.72 3,328.72

5173 · Electric 11/25/2014

FPL

9792436124

Total 5173 · Electric

218.50 218.50

Total 5170 · Occupancy

3,547.22

5300 · Payroll Expenses 5310 · Salaries & Wages

Total 5310 · Salaries & Wages

11/14/2014

Jill Marasa

Direct Deposit

2,250.00

11/14/2014

Tim Dougher

Direct Deposit

4,450.00

11/28/2014

Jill Marasa

Direct Deposit

2,250.00

11/28/2014

Tim Dougher

Direct Deposit

4,450.00 13,400.00 Page 6 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Date

Name

Memo

Paid Amount

5300 · Payroll Expenses - Other 11/13/2014

QuickBooks Payroll Service

Fee for 2 direct deposit(s) at $1.60 each

3.20

11/26/2014

QuickBooks Payroll Service

Fee for 2 direct deposit(s) at $1.60 each

3.20

Total 5300 · Payroll Expenses - Other

6.40

Total 5300 · Payroll Expenses

13,406.40

5330 · Employee Benefits 5335 · Retirement Company Contribution 11/14/2014

Tim Dougher

Direct Deposit

11/28/2014

Tim Dougher

Direct Deposit

11/30/2014

Duplicate Bill vs. Check

Total 5335 · Retirement Company Contribution

133.50 133.50 -267.00 0.00

Total 5330 · Employee Benefits

0.00

5360 · Payroll Taxes 5340 · Taxes-Payroll 11/14/2014

Jill Marasa

Direct Deposit

11/14/2014

Jill Marasa

Direct Deposit

32.63

11/14/2014

Tim Dougher

Direct Deposit

275.90

11/14/2014

Tim Dougher

Direct Deposit

64.53

11/28/2014

Jill Marasa

Direct Deposit

139.50

11/28/2014

Jill Marasa

Direct Deposit

32.62

11/28/2014

Tim Dougher

Direct Deposit

275.90

11/28/2014

Tim Dougher

Direct Deposit

64.52

Total 5340 · Taxes-Payroll

139.50

1,025.10

5350 · Taxes-Unemployment 11/14/2014

Jill Marasa

Direct Deposit

0.00

11/14/2014

Jill Marasa

Direct Deposit

0.00

11/14/2014

Tim Dougher

Direct Deposit

0.00

11/14/2014

Tim Dougher

Direct Deposit

0.00

11/28/2014

Jill Marasa

Direct Deposit

0.00

11/28/2014

Jill Marasa

Direct Deposit

0.00

11/28/2014

Tim Dougher

Direct Deposit

0.00

11/28/2014

Tim Dougher

Direct Deposit

0.00 Page 7 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Date

Name

Memo

Total 5350 · Taxes-Unemployment

Paid Amount 0.00

Total 5360 · Payroll Taxes

1,025.10

5400 · Outside Services 5408 · UCF Research Foundation, Inc. 11/18/2014

UCF Research Foundation

2014/2015 Annual Renewal - Florida Virtual Entrepreneur Center 2,500.00

Total 5408 · UCF Research Foundation, Inc.

2,500.00

5423 · McCarthy Summers In-Kind Contr 11/18/2014

McCarthy, Summers, Bobko

Monthly In-Kind Legal Services

Total 5423 · McCarthy Summers In-Kind Contr

1,995.00 1,995.00

Total 5400 · Outside Services

4,495.00

Total Expense

28,042.60

Net Ordinary Income

-21,648.11

Other Income/Expense

-21,648.11

Other Expense 7000 · Depreciation Expense General Journal Total 7000 · Depreciation Expense Total Other Expense Net Other Income Net Income

11/27/2014

Depreciation FY 2013-2014

1550 · Accum. Depreciation

257.94 257.94 -257.94 257.94 21,906.05

Page 8 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Ordinary Income/Expense Income 4000 · Membership income 4006 · Indiantown Western Martin Count

Total 4006 · Indiantown Western Martin Count

Total 4000 · Membership income 4077 · Interest Income 4078 · Operation account interest 4078b · Money Market Interest - FCB

Total 4078b · Money Market Interest - FCB 4078 · Operation account interest - Other

Total 4078 · Operation account interest - Other

Total 4078 · Operation account interest

Total 4077 · Interest Income 4080 · Business Appreciation 4081 · Sponsorships 4081a · In Kind

Total 4081a · In Kind 4081 · Sponsorships - Other

Total 4081 · Sponsorships - Other

Total 4081 · Sponsorships Page 9 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Ordinary Income/Expense 4082 · Luncheon Revenue

Total 4082 · Luncheon Revenue

Total 4080 · Business Appreciation 4110 · Fee For Service 4110L · Economic Summit 2014

Total 4110L · Economic Summit 2014

Total 4110 · Fee For Service 4120 · In-Kind Contribution/Service 4120c · McCarthy Summers In-Kind Contr

Total 4120c · McCarthy Summers In-Kind Contr

Total 4120 · In-Kind Contribution/Service

Total Income Expense 5020 · Computer Software & Support 5021 · Technical Support 5025 · Software & Licenses 5025g · Digital Communications

Total 5025g · Digital Communications

Total 5025 · Software & Licenses

Total 5020 · Computer Software & Support Page 10 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Ordinary Income/Expense 5030 · General Office Expenditures 5031 · Copier (Equipment Lease)

Total 5031 · Copier (Equipment Lease) 5032 · Copies and Printing

Total 5032 · Copies and Printing 5033 · Office Supplies

Total 5033 · Office Supplies 5034 · Telephone (Land Line)

Total 5034 · Telephone (Land Line) 5035 · Telephone (mobile)

Total 5035 · Telephone (mobile) 5039 · Internet Service

Total 5039 · Internet Service 5043 · Books and Subscriptions

Total 5043 · Books and Subscriptions

Total 5030 · General Office Expenditures 5060 · Forums, Conferences & Functions 5067 · Meals and Functions Page 11 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Ordinary Income/Expense Total 5067 · Meals and Functions

Total 5060 · Forums, Conferences & Functions 5080 · Business Appreciation Luncheon 5081 · Luncheon Venue & Meals 5081b · Event Supplies

Total 5081b · Event Supplies 5081 · Luncheon Venue & Meals - Other

Total 5081 · Luncheon Venue & Meals - Other

Total 5081 · Luncheon Venue & Meals 5082 · Printing & Promotional items 5082a · Photography

Total 5082a · Photography

Total 5082 · Printing & Promotional items 5088 · In-Kind Sponsorships 5088a · In-Kind Sponsorships

Total 5088a · In-Kind Sponsorships

Total 5088 · In-Kind Sponsorships 5089 · Credit Card Service Charges Page 12 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Ordinary Income/Expense

Total 5089 · Credit Card Service Charges

Total 5080 · Business Appreciation Luncheon 5130 · Travel & Mileage 5131 · Mileage Reimbursement

Total 5131 · Mileage Reimbursement

Total 5130 · Travel & Mileage 5169 · Programs & Services 5169a · Marketing 5169a12 · Regional Marketing Initiative

Total 5169a12 · Regional Marketing Initiative

Total 5169a · Marketing 5169b · BR&E 5169b7 · Meals and Functions

Page 13 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Ordinary Income/Expense

Total 5169b7 · Meals and Functions 5169b9 · Job Fairs

Total 5169b9 · Job Fairs

Total 5169b · BR&E 5169C · Community Outreach 5169c5 · PR-Community Outreach

Total 5169c5 · PR-Community Outreach

Total 5169C · Community Outreach

Total 5169 · Programs & Services 5170 · Occupancy 5171 · Office Rent

Total 5171 · Office Rent 5173 · Electric

Total 5173 · Electric

Total 5170 · Occupancy 5300 · Payroll Expenses 5310 · Salaries & Wages

Total 5310 · Salaries & Wages Page 14 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Ordinary Income/Expense 5300 · Payroll Expenses - Other

Total 5300 · Payroll Expenses - Other

Total 5300 · Payroll Expenses 5330 · Employee Benefits 5335 · Retirement Company Contribution

Total 5335 · Retirement Company Contribution

Total 5330 · Employee Benefits 5360 · Payroll Taxes 5340 · Taxes-Payroll

Total 5340 · Taxes-Payroll 5350 · Taxes-Unemployment

Page 15 of 16

Business Development Board of Martin County

6:15 PM 12/03/14 Cash Basis

Profit & Loss Detail November 2014

Ordinary Income/Expense Total 5350 · Taxes-Unemployment

Total 5360 · Payroll Taxes 5400 · Outside Services 5408 · UCF Research Foundation, Inc.

Total 5408 · UCF Research Foundation, Inc. 5423 · McCarthy Summers In-Kind Contr

Total 5423 · McCarthy Summers In-Kind Contr

Total 5400 · Outside Services

Total Expense

Net Ordinary Income Other Income/Expense Other Expense 7000 · Depreciation Expense General Journal Total 7000 · Depreciation Expense Total Other Expense Net Other Income Net Income

Page 16 of 16

Business Development Board of Martin County STATEMENT OF FINANCIAL POSITION as of December 31, 2014 (unaudited)

ASSETS Current Assets Checking/Savings Current Assets

Fixed Assets

TOTAL ASSETS

412,808.35 412,808.35

4,090.32 $416,898.67

LIABILITIES & NET ASSETS Current Liabilities Unrestricted Net Assets

TOTAL LIABILITIES & NET ASSETS

2,804.07 414,094.60

$416,898.67

Business Development Board of Martin County 1002 SE Monterey Commons Blvd., Suite 203 l Stuart, Florida 34996 772.221.1380 l www.bdbmc.org l info@bdbmc.org l www.facebook.com/BDBMC

Business Development Board of Martin County STATEMENT OF ACTIVITIES As of December 31, 2014 (unaudited) Income 4020 · Local Government Income

86,250.00

4077 · Interest Income

9.61

4080 · Business Appreciation

4110 · Fee For Service

190.00

4120 · In-Kind Contribution/Service

700.00

Total Income

1,425.00

88,574.61

Expenses 5020 · Computer Software & Support 5030 · General Office Expenditures 5

150.00 2,338.80

5060 · Forums, Conferences & Functions

693.10

5080 · Business Appreciation Luncheon

765.56

5130 · Travel & Mileage

308.09

5169 · Programs & Services

6,708.59

5170 · Occupancy

5,148.92

5300 · Payroll Expenses

13,406.40

5330 · Employee Benefits

2,722.58

5360 · Payroll Taxes

1,025.10

5400 · Outside Services

5440 · FY13-14 Restricted Fund Balance

5552 · Other Expenses

700.00 7,225.00 65.97

7000 · Depreciation Expense

257.94 41,516.05

Change in Unrestricted Net Assets

$47,058.56

Notes: 1

Martin County Board of County Commissioners

Luncheon Guest Reservations

Marketing Workshop Registrations

McCarthy Summers In-Kind Legal Services

FEDC Winter Symposium - Registration, EFI Stakeholders - Tallahassee Airfare

Area Development Site Consultant Event Lodging, Progress & Innovation Ad, Small Business Resource Guide Reprint, Martin Connects Brochure Reprint, Indiantown Job Fair Venue, Medical Tourism Roundtable Invitations, Kiplinger Awards Luncheon, Economic Council Breakfast

McCarthy Summers In-Kind Legal Services

Martin County Video Deposit

Pay Pal Credit Card Charges, Holiday Gift Card for Student Intern Business Development Board of Martin County l 1002 SE Monterey Commons Blvd. Suite 203 l Stuart, Florida 34996 772.221.1380 l www.bdbmc.org l info@bdbmc.org l www.facebook.com/BDBMC

Business Development Board of Martin County

1:43 PM 01/09/15 Cash Basis

Profit & Loss Detail December 2014

Date

Name

Memo

Paid Amount

Ordinary Income/Expense Income 4020 · Local Government Income 4021 · Martin County Commission 12/29/2014

BOCC

BDBMC Fiscal Year 2014-2015 2nd Quarter Service Fee

Total 4021 · Martin County Commission

86,250.00 86,250.00

Total 4020 · Local Government Income

86,250.00

4077 · Interest Income 4078 · Operation account interest 4078a · Money Market Interest-Seacoast 12/31/2014

December Interest

8.68

Total 4078a · Money Market Interest-Seacoast

8.68

4078b · Money Market Interest - FCB 12/08/2014

November Interest

27.44

Total 4078b · Money Market Interest - FCB

27.44

4078 · Operation account interest - Other 12/31/2014

December Interest

0.93

Total 4078 · Operation account interest - Other

0.93

Total 4078 · Operation account interest

37.05

Total 4077 · Interest Income

37.05

4080 · Business Appreciation 4082 · Luncheon Revenue 12/29/2014

HPS, Inc.

Business Appreciation Week Luncheon -

October 29, 2014

12/29/2014

Bank of America

Business Appreciation Week Luncheon -

October 29, 2014

Total 4082 · Luncheon Revenue

1,200.00 225.00 1,425.00

Total 4080 · Business Appreciation

1,425.00

4110 · Fee For Service 4110E · Training and Workshops 12/08/2014

ITS Telecom

Marketing & Social Media BOOTCAMP

10.00

12/08/2014

Treasure Coast Builders Association

Marketing & Social Media BOOTCAMP

10.00

12/08/2014

STS Aviation Group

Marketing & Social Media BOOTCAMP

10.00

12/08/2014

Teri Roberts

Marketing & Social Media BOOTCAMP

10.00

12/08/2014

Coaxial Components

Marketing & Social Media BOOTCAMP

10.00

12/08/2014

Coaxial Components

Marketing & Social Media BOOTCAMP

10.00

12/09/2014

Brian Powers

Marketing & Social Media BOOTCAMP

10.00

Page 1 of 8

Business Development Board of Martin County

1:43 PM 01/09/15 Cash Basis

Profit & Loss Detail December 2014

Date

Name

Memo

Paid Amount

12/09/2014

Marty Carmody

Marketing & Social Media BOOTCAMP

10.00

12/09/2014

Dan Carmody

Marketing & Social Media BOOTCAMP

10.00

12/11/2014

Rosanna Lewis

Marketing & Social Media BOOTCAMP

10.00

12/11/2014

Rosanna Lewis

Marketing & Social Media BOOTCAMP

10.00

12/11/2014

Mancil's

Marketing & Social Media BOOTCAMP (3 Guests)

30.00

12/15/2014

Deborah Denning

Marketing & Social Media BOOTCAMP

10.00

12/15/2014

Carlyn Hagler

Marketing & Social Media BOOTCAMP

10.00

12/15/2014

Kirk Nickey

Marketing & Social Media BOOTCAMP

10.00

12/22/2014

UCT Coatings

Marketing & Social Media BOOTCAMP

10.00

12/24/2014

Casey Cass

Marketing & Social Media BOOTCAMP

Total 4110E · Training and Workshops

10.00 190.00

Total 4110 · Fee For Service

190.00

4120 · In-Kind Contribution/Service 4120c · McCarthy Summers In-Kind Contr 12/16/2014

McCarthy, Summers, Bobko

In Kind Legal Services

Total 4120c · McCarthy Summers In-Kind Contr

700.00 700.00

Total 4120 · In-Kind Contribution/Service

700.00

Total Income

88,602.05

Expense 5020 · Computer Software & Support 5025 · Software & Licenses 5025g · Digital Communications 12/15/2014

Mail Chimp

Monthly digital distribution

Total 5025g · Digital Communications

150.00 150.00

Total 5025 · Software & Licenses

150.00

Total 5020 · Computer Software & Support

150.00

5030 · General Office Expenditures 5031 · Copier (Equipment Lease) 12/22/2014

GE Capital - Copier Lease

Monthly Copier Lease

Total 5031 · Copier (Equipment Lease)

206.70 206.70

5032 · Copies and Printing 12/16/2014 Total 5032 · Copies and Printing 5033 · Office Supplies

Stuart Bus Systems

B&W 1431 @ .015/Color 1556 @ .07

138.21 138.21

Page 2 of 8

Business Development Board of Martin County

1:43 PM 01/09/15 Cash Basis

Profit & Loss Detail December 2014

Date

Name

Memo

12/05/2014

Staples

Copy Paper

12/16/2014

Staples

Coffee, Envelopes, Post it Notes, Charges, Creamer, Water, Labels

Total 5033 · Office Supplies

Paid Amount 39.21 120.37 159.58

5034 · Telephone (Land Line) 12/05/2014

ITS Telecom Services

Monthly Land Line Service

3.84

12/05/2014

ITS Telecom Services

Monthly Land Line Service

308.97

12/05/2014

ITS Telecom Services

Line Item Adjustment from prior month (long distance calling)

12/05/2014

ITS Telecom Services

Line Item Adjustment from prior month (long distance calling)

Total 5034 · Telephone (Land Line)

-3.74 -3.84 305.23

5035 · Telephone (mobile) 12/16/2014

AT&T Mobility

Monthly Mobile Service

12/19/2014

Jill Marasa

Mobile Phone Stipend

Total 5035 · Telephone (mobile)

211.84 40.00 251.84

5037 · Postage 12/05/2014

Pitney Bowes - Purchase Power

Postage Refill

500.00

12/23/2014

Pitney Bowes, Inc.

Postage ink refill

103.98

Total 5037 · Postage

603.98

5038 · Janitorial Services 12/05/2014

Stockton

Monthly Janitorial Services

159.00

12/22/2014

Stockton

Monthly Janitorial Service

159.00

Total 5038 · Janitorial Services

318.00

5039 · Internet Service 12/05/2014

ITS Telecom Services

Monthly Fiber Service

3.74

12/05/2014

ITS Telecom Services

Monthly Fiber Service

300.92

12/05/2014

Comcast - TV

Monthly Cable Service

Total 5039 · Internet Service

40.61 345.27

5043 · Books and Subscriptions 12/17/2014

TC Palm

Monthly digital subscription

Total 5043 · Books and Subscriptions

9.99 9.99

Total 5030 · General Office Expenditures

2,338.80

5060 · Forums, Conferences & Functions 5063 · Conferences 5063b · FEDC 12/17/2014 Total 5063b · FEDC

FEDC

2015 Winter Symposium

240.00 240.00 Page 3 of 8

Business Development Board of Martin County

1:43 PM 01/09/15 Cash Basis

Profit & Loss Detail December 2014

Date

Name

Memo

Paid Amount

5066 · Travel 12/17/2014

Delta Air Lines

EFI Stakholders Meeting - Flight to Tallahassee

Total 5066 · Travel

442.20 442.20

Total 5063 · Conferences

682.20

5067 · Meals and Functions 12/19/2014

Jill Marasa

Snacks for BDB Board Meeting

Total 5067 · Meals and Functions

10.90 10.90

Total 5060 · Forums, Conferences & Functions

693.10

5080 · Business Appreciation Luncheon 5081 · Luncheon Venue & Meals 12/05/2014

MCTV Channel 20

BAW Luncheon Videography/TV Monitor Rental (2)

Total 5081 · Luncheon Venue & Meals

750.00 750.00

5082 · Printing & Promotional items 12/12/2014

Facebook

Facebook post boost

15.56

Total 5082 · Printing & Promotional items

15.56

Total 5080 · Business Appreciation Luncheon

765.56

5130 · Travel & Mileage 5131 · Mileage Reimbursement 12/16/2014

Tim Dougher

ITS Lunch, IRSC Meeting, Area Development Ft. Lauderale (2), iTown Sheriff Event, BDBMC 195.44 Board Mtg,

12/19/2014

Jill Marasa

Steve Page @ Carsons, Beth Gaskin & Tom Kindred @ IRSC, iTown Warfield HOliday 112.65 Project, Senator ...

Total 5131 · Mileage Reimbursement

308.09

Total 5130 · Travel & Mileage

308.09

5169 · Programs & Services 5169a · Marketing 5169a8 · Travel - Marketing 12/09/2014

W Hotel

Area Development Site Consultant Event - Ft. Lauderdale Lodging

Total 5169a8 · Travel - Marketing

637.39 637.39

Total 5169a · Marketing

637.39

5169b · BR&E 5169b10 · Local Marketing Initiatives 12/05/2014 Total 5169b10 · Local Marketing Initiatives

Scripps Treasure Coast Newspapers - AD

November Progress & Innovation

3,000.00 3,000.00

Page 4 of 8

Business Development Board of Martin County

1:43 PM 01/09/15 Cash Basis

Profit & Loss Detail December 2014

Date

Name

Memo

Paid Amount

5169b2 · BR&E Events 12/16/2014

Kinane

Printed Invitations - Medical Tourism Roundtable

Total 5169b2 · BR&E Events

61.88 61.88

5169b7 · Meals and Functions 12/05/2014

Carson Tavern

Working lunch with Bill West - re: IDA and iTown

12/05/2014

Library Foundation of Martin County

2015 Kiplinger Literacy Award Luncheon - Guest Reservation Tim Dougher and Jill Marasa 180.00

12/11/2014

TooJays

Project Starfish Working Lunch

12/19/2014

Jill Marasa

Prospect Gift Bag

12/22/2014

Economic Council of Martin County, Inc.

EC Breakfast Series with Rep. Gayle Harrell

Total 5169b7 · Meals and Functions

48.81

77.02 4.96 70.00 380.79

5169b8 · Small Business Outreach 5169b81 · Small Business Resource Guide 12/05/2014

Southeastern Print

Reprint - Small Business Resource Guide (Quantity: 5,000)

Total 5169b81 · Small Business Resource Guide

1,897.56 1,897.56

5169b85 · Marketing Materials 12/05/2014

Southeastern Print

Reprint - Martin Connects BDBMC Programs & Services

569.22

Total 5169b85 · Marketing Materials

569.22

Total 5169b8 · Small Business Outreach

2,466.78

5169b9 · Job Fairs 12/05/2014

Indiantown Western Martin County Chamber

Indiantown Job Fair - Venue

12/15/2014

Facebook

Facebook post boost

Total 5169b9 · Job Fairs

150.00 11.75 161.75

Total 5169b · BR&E

6,071.20

Total 5169 · Programs & Services

6,708.59

5170 · Occupancy 5171 · Office Rent 12/22/2014

Corsair

Monthly Lease - Suite 203

Total 5171 · Office Rent

3,328.72 3,328.72

5172 · Commercial Liability 12/16/2014

Liberty Mutual Insurance

Annual Commercial Policy Insurance Renewal 1/18/14 - 1/18/15

Total 5172 · Commercial Liability

1,673.40 1,673.40

5173 · Electric 12/26/2014

FPL

9792436124

146.80

Page 5 of 8

Business Development Board of Martin County

1:43 PM 01/09/15 Cash Basis

Profit & Loss Detail December 2014

Date

Name

Memo

Total 5173 · Electric

Paid Amount 146.80

Total 5170 · Occupancy

5,148.92

5300 · Payroll Expenses 5310 · Salaries & Wages 12/15/2014

Jill Marasa

Direct Deposit

2,250.00

12/15/2014

Tim Dougher

Direct Deposit

4,450.00

12/31/2014

Jill Marasa

Direct Deposit

2,250.00

12/31/2014

Tim Dougher

Direct Deposit

Total 5310 · Salaries & Wages

4,450.00 13,400.00

5300 · Payroll Expenses - Other 12/12/2014

QuickBooks Payroll Service

Fee for 2 direct deposit(s) at $1.60 each

3.20

12/30/2014

QuickBooks Payroll Service

Fee for 2 direct deposit(s) at $1.60 each

3.20

Total 5300 · Payroll Expenses - Other

6.40

Total 5300 · Payroll Expenses

13,406.40

5330 · Employee Benefits 5332 · Medical Insurance 12/29/2014

Blue Cross Blue Shield

Tim $501.49/Jill $680.23

1,181.72

12/29/2014

Blue Cross Blue Shield

Tim $501.49/Jill $680.23

1,181.72

Total 5332 · Medical Insurance

2,363.44

5333 · Dental 12/05/2014

Guardian

$42.54 Tim and Jill

Total 5333 · Dental

85.08 85.08

5334 · Life 12/05/2014

Guardian

$3.53 Tim and Jill

Total 5334 · Life

7.06 7.06

5335 · Retirement Company Contribution 12/15/2014

Tim Dougher

Direct Deposit

133.50

12/31/2014

Tim Dougher

Direct Deposit

133.50

Total 5335 · Retirement Company Contribution

267.00

Total 5330 · Employee Benefits

2,722.58

5360 · Payroll Taxes 5340 · Taxes-Payroll 12/15/2014

Jill Marasa

Direct Deposit

139.50

12/15/2014

Jill Marasa

Direct Deposit

32.63

Page 6 of 8

Business Development Board of Martin County

1:43 PM 01/09/15 Cash Basis

Profit & Loss Detail December 2014

Date

Name

Memo

Paid Amount

12/15/2014

Tim Dougher

Direct Deposit

12/15/2014

Tim Dougher

Direct Deposit

64.53

12/31/2014

Jill Marasa

Direct Deposit

139.50

12/31/2014

Jill Marasa

Direct Deposit

32.62

12/31/2014

Tim Dougher

Direct Deposit

275.90

12/31/2014

Tim Dougher

Direct Deposit

Total 5340 · Taxes-Payroll

275.90

64.52 1,025.10

5350 · Taxes-Unemployment 12/15/2014

Jill Marasa

Direct Deposit

0.00

12/15/2014

Jill Marasa

Direct Deposit

0.00

12/15/2014

Tim Dougher

Direct Deposit

0.00

12/15/2014

Tim Dougher

Direct Deposit

0.00

12/31/2014

Jill Marasa

Direct Deposit

0.00

12/31/2014

Jill Marasa

Direct Deposit

0.00

12/31/2014

Tim Dougher

Direct Deposit

0.00

12/31/2014

Tim Dougher

Direct Deposit

0.00

Total 5350 · Taxes-Unemployment

0.00

Total 5360 · Payroll Taxes

1,025.10

5400 · Outside Services 5423 · McCarthy Summers In-Kind Contr 12/16/2014

McCarthy, Summers, Bobko

Monthly In-Kind Legal Services

Total 5423 · McCarthy Summers In-Kind Contr

700.00 700.00

Total 5400 · Outside Services

700.00

5440 · FY13-14 Restricted Fund Balance 5440c · Martin County Video 12/22/2014

Jungle Cinematic

Martin County Video Project (non-refundable deposit)

Total 5440c · Martin County Video

7,225.00 7,225.00

Total 5440 · FY13-14 Restricted Fund Balance

7,225.00

5552 · Other Expenses 5552g · Miscellaneous 12/26/2014

Shell Oil

Holiday Gift Card - BDBMC Intern

12/31/2014

54.95 -0.19

Total 5552g · Miscellaneous

54.76

5552i · Pay Pal Fees 12/08/2014

Pay Pal

Coaxial Components

0.59

12/08/2014

Pay Pal

Coaxial Components

0.59

Page 7 of 8

Business Development Board of Martin County

1:43 PM 01/09/15 Cash Basis

Profit & Loss Detail December 2014

Date

Name

Memo

Paid Amount

12/08/2014

Pay Pal

Roberts

0.59

12/08/2014

Pay Pal

STS Aviation

0.59

12/08/2014

Pay Pal

Treasure Coast Builders Association

0.59

12/08/2014

Pay Pal

ITS Fiber

0.59

12/09/2014

Pay Pal

Carmody

0.59

12/09/2014

Pay Pal

Carmody

0.59

12/09/2014

Pay Pal

Powers

0.59

12/11/2014

Pay Pal

Mancil's

1.77

12/11/2014

Pay Pal

Lewis

1.18

12/15/2014

Pay Pal

Hagler

0.59

12/15/2014

Pay Pal

Denning

0.59

12/15/2014

Pay Pal

Nickey

0.59

12/22/2014

Pay Pal

Bourret

0.59

12/24/2014

Pay Pal

Cass

Total 5552i 路 Pay Pal Fees

0.59 11.21

Total 5552 路 Other Expenses

65.97

Total Expense

41,258.11

Net Ordinary Income

47,343.94

Other Income/Expense Other Expense 7000 路 Depreciation Expense 12/27/2014 Total 7000 路 Depreciation Expense

Total Other Expense

Net Other Income

Net Income

Depreciation FY 2013-2014

257.94 257.94

257.94

-257.94

47,086.00

Page 8 of 8