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HomeMy WebLinkAboutCOM 0039.000 2020-2022Mitchell D. Roth Mayor � UUN of ('14abjutI 'ffrr of fhr qur Lee E. Lord Managing Director Robert H. Command Deputy Xlanaging Director 25 Aupuni Street, Suite 2603 • Hilo, Hawaii 96720 • (808) 961-8211 • Fax (808) 961-6553 KONA: 74-5044 Ane Keohokalole Hwy., Bldg C • Kailua-Kona, Hawaii 96740 (808) 323-4444 Fax (808) 323-4440 December 8, 2020 Honorable Chair Maile David = And Members of the Hawaii County Council County of Hawaii 25 Aupuni Street Hilo, HI 06720 Dear Chair David and Members of the Hawaii County Council: It is my pleasure to submit for your confirmation the appointment of Lee E. Lord as Managing Director for the County of Hawaii, pursuant to Section 6-1.2 of the Hawaii County Charter. This appointment was effective at 12:00 noon on Monday, December 7, 2020. Mr. Lord has served as the Business Manager for the Office of the Prosecuting Attorney of Hawaii County since 2013, where he oversaw budgets of up to $10,000,000. Prior to that, he was the Division Manager for the Finance Department of Hawaii County. Mr. Lord has also served a bulk of his career in social work where he held roles in Foster Family Programs of Hawaii and Child and Family Services on O `ahu and in Hilo. Mr. Lord will serve a term co -terminus with my tenure, which will end on December 2, 2024. Pursuant to Rule 5(6) (g) of the Rules of Procedures and Organization of the Council of the County of Hawaii, we respectfully request a waiver of nomination through committee so that it may be considered by the full County Council on December 23, 2020. Thank you for your favorable consideration of this appointment. If you have any questions about this matter, please feel free to call me. With Aloha, Mitchell D. Roth Council Action Due By: February 5, 2021 Mayor Last Council Meeting: February 3, 2021 Attachment County of Hawai'i is an Equal Opportunity Provider and Employer. comm. No. 3 1 Ref. To: C1� Ref. Dat®__ nor i 1 in7a LEE LORD EDUCATION B.A. Business Administration CENTRAL STATE UNIVERSITY, Wilberforce, OH in -progress Certificate in Business Administration UNIVERSITY OF HAWAII AT HILO, Hilo, HI 2005 Doctorate of Psychology HONOLULU UNIVERSITY, Honolulu, HI 2002 M.S., Counseling Psychology CHAMINADE UNIVERSITY, Honolulu, HI 1991 B.A. Psychology MARYVILLE COLLEGE, Maryville, TN 1983 QUALIFICATIONS SUMMARY Over 28 years of experience directing and administering a county division and a variety of non-profit human service settings. Formulated and managed budgets of up to $9,300,000.00/year. Directed operations of agencies with 65 to 110 employees. PROFESSIONAL EXPERIENCE Business Manager 2013 - Present OFFICE OF THE PROSECUTING ATTORNEY, COUNTY OF HAWAII, Hilo, HI • Direct supervision of two supervisors and four operations staff engaged in fiscal, information technology, clerical support, human resources, vehicle and facilities maintenance as well as contract creation, implementation and reporting duties. • Oversee all business processes and operations of the Prosecutor's office. • Develop, recommend and implement fiscal and operational controls to prevent loss and ensure accuracy. • Ensure staff at all levels have the tools needed to support the mission of prosecuting defendants with the best possible outcome. • Create and maintain Department budget of approx. $10,000,000 per year. Certified Financial Paraplanner (part-time) 2013-2018 AMERIPRISE FINANCIAL SERVICES, INC., DAVID UHLMANN, Hilo, HI • Create financial plans for customers interested in managing their finances, now, during retirement and with their estate. Discuss goals, and life events with customers as well as current financial status. • Assist with financial planning operations, databases, investment research, customer interaction and consumer outreach. • Input all data to create Net Worth- reports, Income vs. Expenses Reports and Cash Flow Reports for Clients. • Make recommendations to customers to reach their financial goals. Lee Lord Page 2 of 7 Division Manager FINANCE DEPARTMENT, COUNTY OF HAWAII, Hilo, HI 2008 to 2013 • Direct Supervision and evaluation of three supervisors and seven direct service staff providing driver license, motor vehicle registration, periodic motor vehicle inspection, dog licenses, bicycle licenses, select business licenses and administrative services. • Evaluate operations and services to address and oversee needed process, staffing and operational changes. • Facilitate technological updates to ensure improvements of staff's and customer's work and transactions. • Review all accounting and statistical records for completeness, accuracy, timeliness of deposits and adherence to controls. • Develop, recommend and implement revenue accounting controls for $20,000,000 income per year. • Create and maintain Division budget of $3,000,OOOper year. Contracted Adoption and Foster Care Homestudy Evaluator (part-time) FOSTER FAMILY PROGRAMS OF HAWAI'I, Hilo, HI 2008 to 2018 • Complete Homestudies for potential adoptive or foster parents. • Evaluate and write up complete homestudy for local, out of state and international adoptions and foster care placements. Case Manager FOSTER FAMILY PROGRAMS OF HAWAII, Hilo, HI 2005 to 2008 • Direct provision of social service counseling and guardians- hip for 17 at -risk youth in Foster Care • Compilation of narrative reports to District Court • Monitoring of budgets for supportive services for each youth • Documentation and maintenance of youth's service and legal files • Participation in team meeting to provide `best practices' level of services to youth by outside providers Executive Director TURNING POINT FOR FAMILIES, INC., Hilo, HI 2000 to 2005 • Direct and evaluate services and a staff of 65 addressing Domestic Violence • Facilitated the doubling of income/operating budget to $2,000,000/yr. • Negotiate contracts with private, county, state and federal funders • Oversee administrative, programmatic, financial, educational and public relations activities by supervising 9 intermediate managers • Increased staff salaries to community standards • Created culturally appropriate domestic violence intervention for native Hawaiians • Report to and coordinate a 12 position Board of Directors • Provided role modeling and training for leadership skills • Became Principal Investigator for four year overseeing research project; 9 member staff included a Doctor and'a Hawaiian Kupuna Administrator CHILD AND FAMILY SERVICE, Hilo, HI 1996 to 2000 • Directed and evaluated staff and programs addressing sexual abuse, family counseling, shelter services, foster homes, home visiting, health care and employee assistance services • Supervised BA, MA and RN counselors • Prepared and managed program budgets • Developed generic agency standards for Council of Accreditation • Initiated and oversaw electronic billing for services • Provided leadership for community, state and national networking • Identified community needs to develop and implement strategic plans • Initiated new programs to increase revenues Lee Lord Page 3 of 7 • Trained staff on clinical skills • Implemented quality assurance program Administrator CHILD AND FAMILY SERVICE, Honolulu, HI 1994 to 1996 • Oversaw staff of 7 adolescent residential group homes • Provided direction to management and clinical staff of 15 • Reorganized program structure to improve line of supervision • Managed expenses to create a $100,000 "reseive" account • Promoted and improved "teaching Parent" model of intervention Program Director CHILD AND FAMILY SERVICE, Honolulu, HI 1993 to 1994 • Oversaw and directly supervised staff of 2 types of homebased services and a respite care nursery -Created and implemented reporting forms for the direct service staff • Provided clinical and administrative supervision to .8 employees Program Director CHILD AND FAMILY SERVICE, Honolulu, HI 1992 to 1993 • Oversaw staff of 3 therapeutic Adolescent group homes • Improved quality of programmatic and physical plant operations • Facilitated the changeover of the intervention system for the youth from a "punishment" to a positive reinforcement "teaching parent" model • Decreased physical damage from 15 incidents per month to one per quarter • Oversaw an addition, of two rooms, and the renovation of a house Program Director PO'AILANI ADOLESCENT SHELTER, Waipahu, HI 1991 to 1992 • Supervised staff of 5 bed emergency shelter for acting out youth • Updated Policy and Procedure Manual • Facilitated maintenance of house up to Department of Health standards Substance Abuse Counselor SCIENCE APPLICATIONS INTERNATIONAL CORPORATION, Honolulu, HI 1989 to 1991 • Maintained caseload of 35 adolescent substance abusing clients • Researched and created drug and alcohol curriculum for group services • Assisted in creation and start up of drug and alcohol intervention program • Provided education and collaborative relationship with military and school personnel Admissions Assistant KAHI MOHALA PSYCHIATRIC HOSPITAL, Honolulu, HI 1987 to 1989 • Completed patient admissions • Interacted with insurance companies, physicians and clinical staff to ensure payment arrangements, authorizations, and determination of services needed. • Completed daily data entry for newly created referral/marketing database Mental Health Counselor KAHI MOHALA PSYCHIATRIC HOSPITAL, Honolulu, HI 1986 to 1987 • provided direct care for 16 adolescents • participated on a treatment team representing two primary patients • Implemented plans jointly created with doctors, RNs and staff Lee Lord Page 4 of 7 PROFESSIONAL LEADERSHIP Board Member 2016 to Present VISITOR ALOHA SOCIETY OF HAWAI'MEMBERI- VASH, Hawai'i Island • Attend quarterly Board meetings assist in providing direction for agency. Statewide Board 2016 to Present Volunteer Area Coordinator 2015 to 2020 Hilo Community Relay For Life Event Chair 2011 to 2018 Advisory Board Member, Currently Co -Chair 2009 to Present Relay for Life Team Development Chair 2009 to 2011 Relay for Life Participant 2008 to Present Cancer Action Network Member 2009 to Present AMERICAN CANCER SOCIETY, East Hawai'i • 2015, 2016, 2017, 2018 Second Place in amount personally fund raised in Hilo Community • Attend quarterly Board meetings assist in providing direction for agency. • Conduct biweekly team meetings and Monthly Team leader meetings to recruit, maintain and develop Relay for Life Teams. • Conduct personal fundraising activities. • Support lobbying of congress for positive responses to fighting cancer. Treasurer 2002 to 2005 Liaison 1992 to 1995, 1998 to 2002 Board Member 1991 to 2005 HAWAII YOUTH SERVICES NETWORK • Represented Big Island youth services at the state, regional and national level • Provided guidance,, input and implementation regarding types of training • Provided input and implementation of legislative activities • Participated in receiving training and disseminating information on best practices • Convened and Facilitated bi-monthly fiscal committee meetings • Represented 50 Youth Serving agencies at regional and national meetings Board Chair 2002 Board Member 1992 to 1995, 1998 to 2002 WESTERN STATES YOUTH SERVICES NETWORK, Petaluma, CA • Represented youth serving agencies in Hawaii, Guam and the Pacific Territories • Gathered and shared information to and from those being represented • Attended yearly national meetings • Met with Hawaii's national Senators and Representatives yearly to educate and advocate • Participated in planning and implementing a yearly regional training Trainer 2003 to 2004 HAWAII STATE COALITION AGAINST DOMESTIC VIOLENCE • Provided training at statewide conferences, county and state departments and individual agencies around handling sensitive and confidential client information electronically Kids Voting Chair 1998 and 2000 Member 1997 to 2000 ROTARY CLUB OF SOUTH HILO • Participated in meetings and activities to better communities locally and abroad • Coordinated the voting for youth at 13 precincts and staffed the voting booths New Generations Chair 2001 to 2002 Member 2001 to 2005 ROTARY CLUB OF VOLCANO • Participated and worked on activities of a philanthropic nature for our local Lee Lord community and communities in our nation and world. • Supervised activities to reach out to and involve youth in philanthropic activities Treasurer Secretariat Member EPISCOPAL CURSILLO MOVEMENT IN HAWAII • Assisted in directing the activities of a statewide spiritual renewal program • Participated on spiritual renewal weekend director on two teams • Participated as spiritual leader for team members on one retreat weekend • Created and reported monthly fiscal activities for organization Page 5 of 7 1990 to 1992 1986 to 1992 Commissioner 1998 to 2005 MAYORS FAMILY VIOLENCE ADVISORY COMISSION, County of Hawaii, HI Advised Mayor of service gaps and needs regarding domestic and family violence in Hawaii county • Coordinated and led efforts to re -start Commission after Mayor Kim's first election Chair of the By -Laws committee 2001 to 2005 Treasurer/Executive Committee 2003 to 2005 Board Member 1996 to 2005 HAWAII STATE COALITION AGAINST DOMESTIC VIOLENCE • Provided input on direction of training, legislative activities, and best practices dissemination, as well as overseeing Coalition Executive director • Facilitated the meeting and review of financial statements • Oversaw and facilitated the changing of any By -Laws when needed • Represented the Domestic Violence activities on the Big Island Statewide East Hawaii Vice President and Member 1996 to 2004 HAWAII CHAPTER OF THE AMERICAN PROFESSIONAL SOCIETY ON THE ABUSE OF CHILDREN- • Represented East Hawaii at statewide meetings • Organized "brown bag" lunches for training members to better serve abused children • Gathered information from members for sharing to the statewide membership Treasurer and Member EAST HAWAII HEALTH AND HUMAN SERVICES COUNCIL • Provided input for trainings for non-profit boards • Created monthly fiscal reports and maintained accounts Member EAST HAWAII CITIZEN'S REVIEW COMMITTEE • Participates in the active review of the Department of Human services in East Hawaii • Provided recommendations to the State director of Human Services Committee Chair CENTERS FOR DISEASE CONTROL, INJURY PREVENTION BRANCH -Convened and facilitated bi-monthly meetings to gather information from 10 projects across the country and to disseminate that information Committee Co -Chair CENTERS FOR DISEASE CONTROL, INJURY PREVENTION BRANCH • Convened and facilitated information on publication, presentation, communication and dissemination of information for 10 projects across the country 1996 to 2000 1999 to 2005 2002 to 2004 2004 to 2005 Lee Lord COMMUNITY SERVICE Page 6 of 7 Treasurer and Meeting Facilitator FRIENDS OF MITCH ROTH FOR PROSECUTOR CAMPAIGN 2011 to Present • Created and maintained excel data bank of Donations and Expenses, both monetary and in-kind. Input Data and maintained the Hawaii Campaign Spending Commission candidate filing system. Maintained Checking account and balance ledger. Reconciled al accounts with each other. • Facilitated group meetings for campaign. Member 1996 to 2000 HILO CHILDREN'S ADVOCACY CENTER INTERAGENCY ADVISORY TEAM • Provided input regarding system response and individual case issues Member 1996 to 2005 DOMESTIC VIOLENCE INTERAGENCY TEAM, Hawaii County • Provided input and support for education, outreach, collaboration and special events regarding domestic and family violence in Hawaii County Non- Profit Agencies Coordinator 2003/2004 season Member Council of Agency Executives 1996 to 2005 HAWAII ISLAND UNITED WAY • provides input for improving granting process, trainings and collaboration • Provided support for non -profits in East Hawaii for 2003/2004 campaign • Provides educational presentations when needed regarding non-profit needs Member Landlord/Tenant Complaint Board 2002 to 2005 HOUSING AND COMMUNITY DEVELOPMENT CORPORATION OF HAWAII • Sat on Board at hearings when tenants dispute the corporation's decision regarding their status. CONTINUING EDUCATION • Attained Producer status through training at Na Leo O Hawai'i public television station, Hilo, HI 8/2010. • University of California, University Extension, Santa Cruz, CA 1990 and 1991. 6.1 CEU's in Alcohol and Drug Studies Program • National Association of Social Workers, International Chapter, Sonthofen, Germany 1991. 3.5 CEU's in Adolescent Group Counseling Skill Building, Prevention and Education • Georgetown University Medical Center, Washington, DC 1998 2.35 CEU's in Developing Local Systems of care in a Managed Care environment • Completed over 200 hours of supervision and over 300 hours of direct contact in sexual abuse field • Attended numerous half-day seminars at the Hawaii Employers Council on' Sexual Harassment, Supervisory Techniques, Correcting Poor performance, Interviewing and Performance Appraisal. • Received 300 hours of mentoring around death, dying, bereavement and working in counseling settings from two of Elisabeth Kubler-Ross's former professional partners. • Attended workshop "The Grieving Process, What To Do When Death Enters The Life of A Child" presented by Carondelet Management Institute. • Attended a two day workshop `Trustee Leadership Development' in Mill Valley, CA, Feb 93, focused on building the capacity to serve and lead for members of Boards of Directors Lee Lord Page 7 of 7 • Trained in the workshop method of `Technologies of Participation' which is used with Boards to achieve consensus and direction. • Trained as a `Trainer" by Boystown in Common Sense Parenting Class, Hollywood, CA 10/97. • Selected and participated with the Pacific Century Fellows Program, graduated 7/99, learning the political and social climate of Hawaii State in preparation for leadership within the state • Trained as the Statewide Trainer for `Technology Safety and working with Domestic Violence Clientele' 3/03. • Completed `Able Toastmaster' at Toastmasters International. 1992 -Trained and certified as a Trainer for Casey Family Program's "Racial and Ethnic Identity Training" Anaheim, CA 2005. Renewed Training in ,7/07, San Diego, CA. Facilitated training in 8/08, Honolulu, HI • Completed "Commercial Driver's Licensing Laws: A Faculty Development Workshop. The National Judicial College, Reno, NV. 10/09 • Completed "Operational Value of Threat, Risk and Vulnerability Assessment" training. National Domestic Preparedness Coalition/Department of Homeland Security. 2.4 CEU George Mason University. 2/11