AGREEMENT of SALE by and Between the COUNTY

AGREEMENT OF SALE

THIS AGREEMENT, is made as of the ~b day of . ~t\.J.....e.c:... ~ , 2018, by and between THE COUNTY COMMISSIONERS OF QUEEN ANNE'S COUNTY, or assigns, hereafter called "Buyer", and CHPP, LLC, hereafter called "Seller";

WITNESSETH that in consideration ofthe mutual promises and undertakings hereafter set forth, Seller does hereby bargain and sell unto Buyer, and the latter does hereby purchase from Seller, all ofthe following described property;

ALL that piece or parcel of ground situate, lying and being in the Town of Church Hill, Second Election District ofQueen Anne's County, State ofMaryland and described as follows, to wit:

BEGINNING FOR THE SAME at an iron pipe found at the intersection of the division line between the lands ofREEAND, LLC (see S.M. 651/924) and the herein described lands, with the southwesternmost side ofOld U.S. Route 213 (50' wide).

THENCE, leaving said road and binding on the division line between the REEAND lands and the herein described lands N 68 degrees 23' 00" W, a distance of355.04' to an iron rod set on the easternmost side ofMaryland Route 213.

THENCE, leaving the REEAND land and binding on the easternmost side ofsaid road the following five (5) courses and distance: N 05 degrees 29' 51" W, a distance of 122.73' to an iron rod set, N 00 degrees 09' 09" W, a distance of 103.39' to an iron rod set, N 05 degrees 45' 01" W, a distance of 154.95' to an iron rod set, N 06 degrees 54' 09" W, a distance of 51.57' to an iron rod set and N 82 degrees 20' 51" E, a distance of20.00' to an iron rod set on the southwcsternmost side ofthe aforementioned Old U.S. Route 213.

THENCE, binding on the southwesternmost side of the said road the following five (5) courses and distances: S 32 degrees 44' 02" E, a distance of 146.3T to an iron rod set, S 28 degrees 36' 13" E, a distance of 100.00' to an iron rod set, N 61 degrees 23' 47" E, a distance of 18.00' to an iron rod set, S 30 degrees 22' 49" E, a distance of 305.20' to the beginning point of a curve, and thence with the arc ofa curve to the right an arc length of 109.46' to the place ofbeginning. Said curve having a radius length of625.00' and being scribed by a chord bearing ofS 25 degrees 21' 48" E, and a chord distance of 109.32:. Containing in all 1.830 acres ofland more or less, as surveyed by Michael A. Scott, Inc. in March 2000, the plat of which is recorded among the Plat Records ofQueen Anne's County, Maryland, in Plat Book S.M. No. 28, folio 90.

-1- The terms and conditions ofthis Agreement are as follows:

1. Definitions - As used in this Agreement:

(a) "Premises" means the above described real property.

(b) "Property" means (i) the premises; (ii) all improvements on the premises, including all fixtures and other property which by law constitute real property; and (iii) all rights, interests and estates of the Seller in or appurtenant to any such property.

2. Price (a) The full purchase price for the property bargained and sold is THREE HUNDRED SEVENTY-FIVE THOUSAND DOLLARS ($375,000.00). A deposit ofFive Thousand Dollars ($5,000.00) ofthe purchase price has been paid to Patrick E. Thompson to be held in the non-interest bearing escrow account of Braden, Thompson, Poltrack & Mundy, LLP pending settlement and applied in accordance with this Agreement. (b) At the time ofsettlement, Buyer shall pay to Seller, in cash or by certified check, the balance ofthe purchase price due to Seller.

3. Settlement Settlement shall be held at Buyer's demand at the office ofPatrick E. Thompson, Braden, Thompson, Poltrack & Mundy, LLP, 102 St. Claire Place, Suite 2, Stevensville, Maryland 21666, or at some other place in Queen Anne's o County mutually agreed upon by the parties, on or before May 11: 2018. 4. Title and Deed - Upon payment of the amount referred to in Paragraph 2(b), Seller shall execute and deliver to Buyer a deed conveying to Buyer good and merchantable fee simple title to the premises, free of liens and encumbrances, except: (a) use and occupancy restrictions of public record which are generally applicable to properties in the immediate neighborhood or the subdivision in which the premises are located which do not adversely affect the Buyer's intended use of the premises; (b) publicly recorded easements for public utility purposes; and (c) any other easements which may be observed by an inspection ofthe premises. The deed shall contain covenants of special warranty and further assurances and shall be prepared and recorded at the expense ofBuyer.

5. Adjustments. Costs and Taxes Rent, taxes, water. sewer and public charges assessed on an annual basis against the property shall be apportioned among the parties as of the date of settlement. Cost of all documentary stamps required by law, recordation tax, and transfer taxes shall be paid by Buyer. Costs of

-2- conveyancing, title examination, notary fees, title insurance and other settlement costs shall be paid by Buyer.

6. Possession and Insurance Possession ofthe property shall be given to Buyer at the time ofsettlement.

7. Agreements and Contingencies Buyer and Seller agree, in consideration of the mutual agreements and covenants herein made, as follows:

(n) This Agreement of Sale and settlement hereunder is contingent upon Buyer's receipt prior to settlement of an appraisal satisfactory to Buyer in its sole discretion within 15 days from the date of final ratification of this Agreement ofSale.

(b) This Agreement ofSale and settlement hereunder is further contingent upon Buyer's receipt prior to settlement of satisfactory inspections of the property, in Buyer's sole discretion, including inspections ofthe building, water and sewer, mechanical and termite inspections within 15 days from the date offinal ratification ofthis Agreement ofSale. Seller shall provide Buyer access to the premises at any reasonable time or times for purposes ofconducting such inspections and/or tests as may be necessary in Buyer's sole discretion. o (c) This Agreement ofSale and settlement hereunder is further contingent upon Buyer's receipt ofapprovals for the To\\'Jl ofChurch Hill including zoning approvals for Buyer's anticipated use ofthe property within 15 days from the date offinal ratification ofthis Agreement ofSale.

Cd) All contingencies above shall be at the sole cost and expense of Buyer. Upon the failure ofany contingency, the deposit shall be returned to Buyer, this Agreement ofSale shall thereupon be null, void and ofno further force or effect and neither party shall thereafter have any further right or obligation hereunder.

8. Realtor· Each party acknowledges that Seller is represented by Brenton & Clark Realty and Seller agrees to be responsible for any real estate commission resulting from this transaction in accordance with the lisLing agreement. Seller will indemnify and hold the Buyer harmless from any claim for commission or compensation resulting from Buyer's execution of Lhis Agreement.

9. Breach· Ifeither party shall fail to make full settlement as herein provided the

-3-

3 other party shall have all rights available at law or in equity. including suit for specific perfonnance. Alternatively, in the event of Buyer's breach of this Agreement, Seller may elect to retain the deposit referenced in Paragraph 2 and Seller shall have no further right or recourse hereunder.

10. Defective Title In the event that Seller is unable to convey title to the property as required in Paragraph 4 ofthis Agreement, Seller shall by written notice to Buyer extend the date ofsettlement to a date which is not more than sixty (60) days after the date ofsettlement referred to in Paragraph 3. ]n the event that Seller is unable to convey title to the property at the expiration ofsuch extended period, Patrick E. Thompson shall refund to Buyer the deposit referred to in Paragraph 2, and after such refund, all obligations ofany party hereunder shall cease, and this Agreement shall be null and void for all purposes.

11. Severabilitv Prior to the time ofsettlement, no provision(s) ofthis Agreement are severable from any other provision(s) ofthis Agreement.

12. Merger The provisions ofthis Agreement shall survive any settlement made pursuant to this Agreement and shall not be merged therein, or in any document involved with respect to settlement.

13. Captions The underscored words at the beginning of paragraphs of this Agreement arc mere catchwords and arc not intended to define, limit or extend the material in the paragraphs which they precede. Such catchwords shall not be used in any manner to define the provisions ofthis Agreement.

14. Notices Notices shall be construed to have been given under this Agreement ifit is delivered to the other parties or requested, to the other party, as follows:

Address ofBuyer:

Liberty Building 107 N Liberty Street Centreville, Maryland 21617

With a copy to:

Patrick E. Thompson, Esquire Braden, Thompson, Poltrack & Mundy, LLP 102 S1. Claire Place, Suite 2 Stevensville, Maryland 21666

-4- Address ofSeller:

CHPP, LLC 928 Riverview Terrace St. Michaels, Maryland 21663

15. Finality of agreement This Agreement contains the final and entire agreement between the parties hereto and supersedes and replaces any prior agreement between the parties with respect to property herein described. It is expressly agreed that there are no terms, conditions, warranties or representations (whether oral or written, express or implied) applicable to this Agreement, except those expressly set forth herein. Any terms, conditions, warranties or representations discussed prior to the execution of this Agreement are hereby declared to have been waived, abandoned or considered immaterial to the final understandings herein set forth.

16. Binding Effect This Agreement is binding upon the parties and their respective heirs, personal representatives, successors and assigns. Whenever used, the singular number shall include the plural, the plural the singular, and the use of any gender shall be applicable to all genders. o 17. Time is ofthe essence ofthis Agreement.

AS WITNESS in duplicate the hands and scals of Seller and Buyer.

ATTEST: THE COUNTY COMMISSIONERS OF QUEEN ANNE'S COUNTY

Stephen Wilson

James J. Moran

Margie Houck Jack N. Wilson, Jr.

-5- Robert Charles Buckey

Mark A. Anderson

BUYER

CHPP, LLC

-6- ~. QA10143428 Page 1 of 1 ~ Commercial - Customer Synopsis Rea Estate In Rea; me 3G-Mar-2018 741 MAIN ST CHURCH HILL. MD 21623-1202 10:25 am

VI t: ~ e ;

'urtasy of: Karen Clark Copyright (e) 2018 Metropolitan Regional InrorrnaUon Systems. Inc. ~ 00: 14101490-2183 Office: (410)827-4663 rnrarmatlon .. believed to be aCQlfllll!, but should not I>e relied upon wllhout .erlflcatlon. !:i:! "ell: (410) 490·2183 Email: [email protected] 1o=IlICY of "'IUD'" footDge, lot sire and otner informatIOn" not gUDllInleed. - Company~ Brenton and Clark Realty LlC Office: (410) 827-4663 Fax: (410) 827-4664 1 Tax 10: 1802019256 Metropolitan Regionallnfonnation Systems. Inc. Page 1 of 1 County: QUEEN ANNES Full Tax Record 3Q-Mar-2018 10:27 am property Address: 741 MAIN ST, CHURCH HILL Me 216231202 legal Subdiv/Neighborhood: Condo/Coop Project Incorporated City: CHURCH HILL AbsentChNne~ Yes Jwner Name: Company Owner: CHPP LLC Acldtnl: Care of Name: MAIUNG ADDRESS: 928 RIVERVIEW TER, ST MICHAELS, MD 21663 2950 LEGAL DESCRIPTION: 1.83 ACRES E SIDE MD RT 213 N CHURCH HILL MaglDist #: 2 lot: Block/Square: Election District 2 Legal Unil #: Grid: 19 Tax Map: Section: Subdjy Ph: Addl Parcel Flag/#: Map: 17 Map Suffix: Suffix: Parcel: 125 Sub-Parcel: Historic 10: Agri Dist: Plat Folio: Plat liber: Tax Year 2017 Total Tax Bill: $3,475 City Tax: $910 Tax Levy Year: 2017 Slate/County Tax: $2,566 Refuse: Tax Rate; 1.30 Spec Tax Assmt: $0 Exempt Class: HomestdJExempt Stalus: Fronl Foot Fee: Tax Class: 05 Mult. Class: ASSESSMENT Year Assessed Tolal Tax Value Land Improvement Land Use 2018 $267,500 $141,600 $125,900 2017 $267.500 $141,600 $178,100 2016 $319.700 $141,600 $178,100 DEED Deed Liber: 2032 Deed Folio: 330 Transfer Dale ~ ~ Grantee 23-Jun-2011 5335,000 B&V HOLDING llC CHPP llC 27-Apr-20aO $35,000 REYNOLDS, JOANN M B & V HOLDING, LlC 02-Jun·1994 $0 MUSTICO, JOHN REYNOLDS, JOANN M & PROPERTY DESCRIPTION Year Built: 2001 Zoning Code: SC Census TrcUBlck: / IrregUlar Lot: Square Feel; 79,715 Acreage: 1,83 Land Use Code: Commercial Pial Liber/Folio: I Property Card: Properly Class:C Quality Grade: BELOW AVERAGE Road Description: ~onlng Dase: SUBURBAN COMM DIST Xfer Devel.Rlght: Road Frontage: ~rop Use: COMMERCIAL Sile Influence: COMMERCIAUINDUSTR Topography: Building Use: AUTO SERVICE Sidewalk: Lot Description: Pavement STONE STRUCTURE DESCRJPTlON Section 1 Section 2 Section 3 Section 4 Section 5 Construction: Story Type: Description: Dimensions: Area: Foundation: Roofing: Metal # of Dormers: Ext Wall: Style: Year Remodeled: Stories: 2,00 Units: 2 ModeUUnit Type: Total BuildIng Area: Living Area: 4,000 Base Sq Fl: 4,000 Patio/Deck Type: Sq Ft: Porch Type: SqFt Balcony Type: Sq Ft: Pool Type: Sq Ft: Attic Type: Sq Ft: Roof Type: GABLE Rooms: Fireplace Type: Fireplaces: Bedrooms: BsmlType: Garage Type: Full Balhs: Bsmt Tal Sq Ft: Garage Cons\.: Half Baths: 8smt Fin Sq Ft: Garage Sq Ft: Baths: Bsmt Unfin Sq Ft: Garage Spaces: Other Rooms: Air Conditioning: Other Amenities: Interior Floor: Appliances: Outbuildings. Gas: Heat: Other Sewer: Public Fuel: Electric: Water: Privale Underground: Walls: Tax Record Updated: 26-Feb-2018

ourtesy of; Karen Clark CoPVl1ght (e) 2018 Metropolitan ReglDnal Inrormatlon Systems, rnc.1il iome: (4101490-2183 Office' (4101827-4663 Inr"""allan Is lleIleved to be _urale, bul should not be ""'oil upon without YerlRcatJon. 1:1 Cell: (410) 490-2183 Email: [email protected] AcOIracy or "luare rCJOtllge. 101 ,I'" ~nd Dlhl!f InrQrmallon Is not guaranteed. Company: Brenlon and Clark Realty LLC Office; (410) 827-4663 Fax' (410) 827-4664 o

# CC-30 Date --_:::..:.:="'-=-211612016 Entered by: QUEEN ANNE'S COUNTY REQUEST FOR BUDGET AMENDMENT FY2018 Increase Description of expenditure accounts to lncrease/(decrease) (Decrease) or revenue accounts to Increase/(decrease): Fund Account Code Amount

decrease Housing· COBG Sewer Revolving Loan Transferi(l 712 712000 39910 (225.000) decrease Housing' COBG Sewer Revolving Loan Other Charges 712 712000 6995 (225.000)

increase Housing - County SKI sewer Loan Fund Transfer in 711 711000 39910 225.000 increase Housing· County SKI Sewer Loan Fund Housl g Loans 711 711000 6310 225.000

Justification:

This amendment moves budget authority from the Housing CDBG Revolving loan Fund to the Housing County SKI Sewer Fund. The funds that

are being moved come from the budgeted transfer in from the General Fund. By separating the County money into a different fund separate from

the COBG funds. it allows the County to have more fiexib'lity and options -n loaning the funds out

No additional Coun

Requester printed Department:

Requester signature & date: ----:.-FC.-T~....~---~r7I'!~...~...... t....-- Finance Director signature & date: ---J'H"""t:------.,.-,..,.--=:....----- Approval & date: __..... _ 3

, -=C.::.C-..;:3.;.1 _ Dale 312=6;;;;f2;;.;0_18~ QUEEN ANNE'S COUNTY REQUEST FOR BUDGET AMENDMENT FY2018 Increase (Decrease) Oescrlptlon of e.pendlturv/revenull accounts to Incrvase/ldecrease): Fund Activity Account PlOjed Amount

Family Llw Clinic

Increase General Revenue Real Estate Tax 100 199000 30101 s 35.000

Net Inc..... In Rawnu. .$ 35.000

Increase Family Services Family law Cllnlc 100 101540 8661 s 35.000

Net Inc..... In EafNIndlturo. s 35.000.

In September. 2017. when the current Family Services Coordlnalor was hired. Family Services reduced the sessions of the family law clinic from 5 full-day

sessions on weekdays and two evening sessions per month to 5 three-hour sessions on weekdays With the two evening sessions per month. There

Will be Insufficient lunds In FY 2018 to maintain the Family Law Clinic at this level 01 service. and. eflective last week. Family Services ellminated the Thursday

morningS sessions. To maintain the eurrentlevel of service through the end of FY 2018. addllional funds 01 $35.000 will be needed.

A !!!Quest to AOC lor a supplemental bUdget allocation 01 this amount from the funds that were len at the end of FY17 Will be submitted.

It Is currently unknown whether any addllional grant funds Will be provided.

o Requester printed Oepanment: .;;S,.h~~.;..;.;==.;.;.;.;~=:;;.:..==;.;;. _ Requester slgneture & date: -;;::"'I-::::-fll'-~t=-----===-~r-F-;.."j",,"+r----

Finance Director slgnatul1l & date: __~~~!!::::::===:"' ..!.J.-=:J.':" _

Approval & date: _

J 0 •

# CC·34 Date __..;0;,;;3;,;;/2;,;;3';.;.1~8

Entered by_ QUEEN ANNE'S COUNTY REQUEST FOR BUDGET AMENDMENT FY 2018 Increase (Decrease) Description of expenditure/revenue accounts to Increase/(decrease): Fund Account Code Amount

PROJECT ONLY

Increase Cap.tal Egmt - Del Ctr FY17 Prior Year Fund Bal 410 411000 39937 400755 37.549

Increase Capital Egml- Del Ctr Additional Eguipment 410 411000 9050 400755 37,549

Decrease Det Clr-Window Replacement FY17 Prior Year Fund Bal 410 411000 .39937 400843 $ (37.549)

Decrease Del Clf-Window Replacemenl Replacement Equ:pment 410 411000 9052 400843 $ (37,549) o

COMMENTS:

This amendment establishes budget authority for the Detention Center to purchase a new hot waler heater to replace the old one as part

of emergency procurements. Funds for the hoi waler heater will be moved from the Detention Center Window Replacement projecl (400643)

due to savings In the project.

Requester printed Department:

Requester signature & dat'F-'::::*,~~~~~~~:4:U::~~~-";:::"d..JU!"::::~,!",;~

Finance Director signature & date:

Approval & date:

Finance s~,,"".I/lUllG AMENOMT c:opilal proj.... GENERAl. ..."lFYll Cc.34 3r.ZIlI2D119:5lINA l I f

t# CC·35 Date __...;0;.,;;3;.,:12;,;;81;.;,1.;;;.8

Entered by_ QUEEN ANNE'S COUNTY REQUEST FOR BUDGET AMENDMENT FY2018 Increase (Decrease) Description of expenditure/revenue accounts to Increase/(decrease): Fund Account Code Amount

PROJECT ONLY

Increase CHVC·Repalrs & Renovation FY17 Prior Year Fund Bal 410 415500 39937 400691 100.000

Increase CHVCoRepa rs &Renovation Architectura'/Engineering 410 415500 5060 400691 20,000

Increase CHVC·Ropairs &Renovation Repalrs·BuildingS/Grounds 410 415500 5200 400691 20.000

Increase CHVC

Net Increase In Expenditures 100,000

Decrease Park.ng Lot Overlays FY17 Prior Year Fund Sal 480 480010 39937 820319 $ pOO.OOO} o Decrease Parking lot Overlays Improve other than b dgs 480 480010 9042 820319 $ (100.000)

COMMENTS:

This amendment establishes budget authority for emergency procurements to be done to the Chesapeake Heritage Visitor Center.

Funds for these emergency procuremeFlls will be moved from the Parkfng Lot Overlays project (620319). The original allocation had

specific parking lots In mind and so far they have held up beller than originally thought

Requester printed Department:

Requester signature & date

Finance Director signature & date:

Approval & date:

F.-..S_Of1TIIIIlUDG oWENOMT __ prcj....GENERAl. aJdllF'rla CC-3S Ji2ll12018 Il:SS oW IL -. Property Tax Assessment Board

Members ofthe Property Tax Assessment Board are recommended by the County Commissioners and appointed by the Governor ofMaryland. Earliest County records show appointments being made in 1978.

The Property Tax Assessment Appeals Board has 3 full-time members and 1 alternate member, all of whom are appointed for 5-year terms.

Number ofVacancies: 2 • 1 regular member • 1 alternate member

Number of Applicants: 1 • Margo Cook • Robert Warner

0 Current Members Term Began Tenn Ends Mark Cascia June 2, 2013 June 1,2018 David Dickens June 4, 2015 June 1,2018 Thomas Morris June 1,2004 June 1,2019

The State asked that you please remember the opinions previously issued by the State Ethics Commission: "members ofthe local property tax assessment appeals board may not be actively engaged in real estate sales or appraisal", and ask that you ensure that nominees are not employed in these professions.

Motion: I move to recommend to be appointed as a regular member by the Governor ofMaryland to serve on the Property Tax Assessment Board.

Motion: I move to recommend to be appointed as an alternate member by the Governor ofMaryland to serve on the Property Tax Assessment Board.

3 From: Margo Cook [mailto:mcooklallnwealth.com] Sent: Monday, March 20,20172:03 PM To: Lynda Thomas Subject: Queen Anne's County Commissioners Seeking Interest Citizens to serve

Dear Ms. Thomas,

I would like to express interest in serving on a QA Commission Committee. 1am a professional that lives in Centreville, MD. My resume is attached per the instructions for submitting interest.

Thank you, Margo

Margo Cook, CFRE, CAP P: 410·975·0099 C: 410-443-5941

<:imng~OO I.png....

1 North Wealth Services 1997 Annapolis Exchange Parkway Suite 250 Annapolis, MD 21401 [email protected] www.lnorthwealthservices.com

Warning All e·mail senllo or from tillS adclress Will be received by tire 1 Nortll Wea/tll Se/vices. LLC e-mail system and IS subject to arclllval and leVleIY by someone ot/ler it/an/he recipient. 1 North WealtJl Services, LLC does 110t take responsibill/y (or. or accept/lmo-sensitive Instructtons sent by emilil including orders or fund transfer lequests. AJllI1structrons of tillS nature must be handled by cHrect communication

NOTICE THIS EMAil MESSAGE AND ANY ATTACHMENTS THERETO ( E-MAil") CONTAINS INFORMATION THAT MAY BE lEGALlY PRIVILEGED AND,OR COr~FfDENTIAl UNDER LAW AND WHICH IS INTENDED SOLELY rOR THE PERSONAL AND·OR OFFICIAL CONFIDENTIAL USE OF THE INTENDED RECIPIENT(S} lAND THEIR AUTHORIZED AGENTS) DESIGr'IATED HEREINABOVE IF YOU ARE NOT AN I~JTENDED RECIPIENT OF THIS E·MAIL OR AN AUTHORIZED AGEI'IT OF AN INTENDED RECIPIENT YOU ARE HEREBY NOTIFIED THAT YOUR REVIEW, STORAGE RETE~JTI0N COPYING DISTRIBUTION OR DISSEMINATION OF THE CONTENTS OF THIS E-MAIL IN ANY FORM -- ANDIOR YOUR TAKING ANY ACTION IN RELIANCE THEREON - IS STRICTLY PROHIBITED AND MAY SUBJECT YOU TO SUCH CRIMINAL PENALTIES ANDIOR CIVil LIABILITY AS MAY BE PROVIDED BY L.o.w IF YOU HAVE RECEIVED THIS E·MAIL IN ERROR PLEASE IMMEDIATELY (t) RETURN TO THE SENDER THE E-MAIL MESSAGE AND ANY ATTACHMENTS THAT YOU HAVE RECEIVED BY REPLY E r~'AIL NJD THEN (II) DELETE THE ORIGIr~AL E·MAIL MESSAGE AND YOUR REPLY FROM YOUR PERSONAL COMPUTER SYSTEM E-MAllBOXiNETWORK THANK YOU FOR YOUR COOPERATION IF YOU HAVE RECEIVED THIS Cor,lfIJIUNICATrON IN ERROR PLEASE IMMEDIATELY NOTIFY GREGG TODD AT (410)758 0322 EX T 2000

r'-F MARGO A. COOK, CFRE, CAP® 118 Bavarian Tum, Centreville, MD 21617 Tel.: 410-443 5941 mobile Email: [email protected]

A detail-oriented development professional with a business background. Margo is dedicated tofinding and utilizing strategies to meet and exceed goals. She is experienced in working in fast-paced environments. managing complex teams & budgets. leading committees ofwell-respectedfinancial and legal community leaders. and cultivating strong. lasting relationships with high-level donors. diems. physicians and leadership.

Margo has a proven track record ofsuccess in strategic planning, management, programmatic development, proposal writing & presentation. solicitations oftransformational gifts, advancement services, plannedgiving, database management, grants, major giving, corporate giving, finance. change management, operations. and targeted marketing. Margo's fundraising style is donor- centric and her management style is team-oriented. She has exceededfimdraising goals in every role in her 10+ years of development experience.

PROFESSIONAL EXPERIENCE 1 North Wealth Services April 2016 - current Investment Management & Financial Planning • Manages investments and provides financial planning for clients with $2 mil+ assets under management (AUM) • Provides philanthropic consulting services to nonprofit clients with $2 mil+ assets under management (AUM) including (but not limited to) development audits, major giving and planned giving training for both staffand board, planned giving assistance with high level donors, and strategic planning.

Anne Arundel Medical Center Foundation March 2013 - April 2016 Director ofGiving & Planned Giving Specialist July 2014 - April 2016 . Selected as one ofthe top 10 performers out of4,000 employees at AAMC in FY 14 0. Represented the President ofthe Foundation (COO) within the hospital and externally both at meetings and events when she is unable to attend • Reported to the President ofthe Foundation & manages a team ofsix: 1 major gift officer, 1 grants officer, I corporate giving officer, I stewardship officer, 1 special giving officer and a foundation coordinator • Responsible for raising over $2.5 million in planned gifts and $4 million in outright gifts/grants for FY 15 • Created a comprehensive orientation program for new Foundation team members • Created standard work for RE entry, including first-ever utilization ofthe prospect tab for strategic donor planning • Created standard work for cultivation ofdonors according to the donor pyramid • Created standard work for stewardship process, including starting a process to document first-ever comprehensive catalog ofrecognition within the hospital for annual reporting to each donor or family • Managed a philanthropy council ofover 50 members whose goal is to raise money for hospital service lines through engagement ofmajor gift prospects in the community • Updated planned giving strategic plan based on performance ahead ofschedule • Created a task force of 12 volunteers from the 800+ member hospital Auxiliary to encourage planned gifts through peer to peer solicitation • Launched two new planned giving societies: Auxiliary Legacy Society and the Grace Hilliard Legacy Society for planned gifts from Auxiliary members at a level of$25,000 or more • Trained CFRE hopefuls during an AFP-MD hosted day on the topic ofSecuring the Gift • Launched Amplifund for the management ofour grants secured through or applied for by our grant office, created standard work for the grants officer, and trains the grants officer in best practices • Continuous education ofthe AAMC Foundation Board of Directors on planned giving • Continuous education ofthe AAMC Foundation giving team staffon planned giving Planned Giving Officer March 2013 - current • Manages a portfolio ofover 250 donors and prospects with planned giving and major giving capability (with a $1 million goal). Identifies new leads and initiates contact. Within first fiscal year (FYI4), closed over $1 1.8 million in planned gifts and $1.4 million in major gifts. Yearly goal for the entire Foundation was $8.89 million in FY14. Currently closed $2.8 million in planned gifts (FY 15) and cultivating an additional $3 million in planned and major .- f. ~ Margo Ambrosetti Cook gifts which are in the pipeline and expected to close by the end ofthis fiscal year (June 30, 20(5). Yearly goal for the entire Foundation is $ I°million (FY 15). • Created and implemented 3 year plan to expand the Planned Giving Program to include programs like Physician Planned Giving, Auxiliary Planned Giving, Real Estate, Life Insurance, Business Succession Planning, multi-generational family planning, an additional recognition society and others. Ifultimately successful, the plan will result in a significant increase in outreach, solicitations, bookable planned gifts and an increase in our yearly goals. Currently ahead of schedule in strategic plan, exceeding programmatic and fundraising goals, and in 2nd record-setting year for planned giving. • Remains relevant on: current laws pertaining to philanthropy and deferred gifts, financial best practices, new financial and charitable planning vehicles, and other legal/financial issues that impact the Foundation • Manages a committee ofestate attorneys, CPA's, wealth planners, financial advisors, and life insurance specialists who advise and advocate on behalfofthe Planned Giving Program. • Acts as the in-house resource and educator on all topics related to deferred giving and best legal and financial practices. Educates and trains staff. Attends conferences to increase and expand knowledge. Studies topics at masters level. • Presents to local businesses, firms, and organizations to educate and provide guidance on charitable planning and Anne Arundel Medical Center. Represents the Foundation in the community at various functions and organizations • Creates, implements and manages strategic plans for cultivation ofhigh level donors including leadership outreach/coordination, meetings, events, tours offacilities, and CEO involvement • Oversees and directs all marketing for the Planned Giving Program. Designs and executes all marketing pieces including: writing articles, selecting pictures and artwork, choosing topics, and identifying and defining target audience. • Manages budget and selects vendors for services • Responsible for all events related to community education on estate planning and financial planning related to charitable giving. • Interacts with legal counsel, internal and external, to ensure the interests ofthe Foundation are protected. • Visits with patients in the hospital and medical center as appropriate. Cultivates grateful patient gifts and works with physicians to maximize impact. In planned giving capacity, focuses on promoting geriatric support. . Created all Foundation gift agreement templates and updates them consistent so that they remain relevant and compliant O with state, federal, and IRS regulations. • Created and implemented future booking policy and procedure within database • Reviews and approves all gift agreements and limits organizational liability and maximizes donor recognition. • Writes proposals for planned, major, and principle gifts for the Foundation. Interviews physicians and area directors to maintain updated information. Briefs leadership and CEO if/when they are involved in proposal presentations. • Manages Nursing Scholarship Program • Developed, wrote and finalized business plan approved by hospital leadership for the convention space on campus. • Steering Committee member and Skit Committee coordinator for the 2013 AAMC United Way Campaign • Manages all Planned Giving entry, tracking, and reporting within Raisers Edge. • Launched a new planned giving society called the Belcher Society for documented and disclosed planned gifts of $100,000 or more • Participated in two successful Six Sigma Rapid Improvement Events for service departments (Receiving and Central Sterile Processing) within the hospital, which increased productivity, reduced cost, and improved revenue at a level of $1 million and more. • Currently hosting and leading a study session for 16 aspiring CFRE applicants for 9 weeks, providing counsel and study information, as well as coordinating topics and guest speakers on behalfofAFP Maryland.

United States Naval Academy Foundation January 2012 - March 2013 Major Gift Officer • Managed a portfolio ofover 250 donors and prospects with major giving capability. Responsible for cultivation, solicitation and stewardship ofthese individuals. • Solicited gifts of$IOO,OOO or more with an overall goal of$1 million. Raised over $1.5 million in major (cash) gifts in FY 13 with over $1.5 million in the pipeline that was successfully transitioned to another giving officer at the time ofmy departure. (Provided support to new giving officers post-departure from my role). • Cultivated, solicited and stewarded planned gifts within portfolio. Attended two planned giving conferences in 2012 and made recommendations for improvements for our planned giving program. Identified, solicited and closed over $1.5 million in planned gifts. Margo Ambrosetti Cook • Managed all donor contact in Florida, New Jersey, Delaware, Pennsylvania, and parts ofMaryland and Virginia. Traveled to meet with donors, coordinating blitz meetings in concentrated areas to connect with as many donors as possible in a meaningful way during one trip. Completed 110 visits and traveled over 80 work days in 2012 calendar year. • Identified new leads and initiated contact • Represented the Foundation in the community at various functions and organizations • Created, implemented and managed strategic plans for cultivation ofhigh level donors including faculty outreach/coordination, meetings, events, tours offacilities, and CEO and Superintendent involvement • Retained extensive knowledge ofcurrent USNA and government climate, finances, and detailed information about current needs. Stayed up to date on institutional priorities, developments, and research capabilities to be able to discuss what sets us apart and why we are the compelling choice for philanthropic involvement and investment. Spoke in public settings about the Academy and why it deserves support. Effectively communicated goals and priorities. • Attended seminars, lectures, and conferences to increase knowledge and capabilities. • Managed and directed major gift donor involvement in events including receptions, foundation presentations, galas, lectures and meetings. Developed outreach programs. Ensured up to date research on key donors are made available to all leadership attending each event. Briefed and staffed the CEO, Executive Director and Superintendent as appropriate. • Evaluated potential donors through coordination with the research office and keeps up to date information in the database, Raiser's Edge. Ensured all relevant information regarding donor cultivation and stewarding is kept in this system accurately. Requested and evaluated reports on giving for individuals and foundations. • Created and successfully implemented a new Travel Plan tracking system in the database within first three months of employment, including training colleagues and organization-wide acceptance/use. Coordinated its integration within current reporting structure for best use. • Initiated used ofRE Dashboard, customized it for best use, implemented it across the entire organization and trained colleagues. • Led the paperless movement for travel prep documents, identified software to assist with this effort, and trained colleagues. . Completed all trip reports and cultivation strategies in a timely manner. Kept all information current in RE and responsibly inputted information for organizational access. O• Wrote all proposals and gift agreements. • Initiated collaboration with colleagues across programs, reported back after donor interaction, and included them in all relevant follow up. • Managed expectations ofdonors and their interaction with Academy leadership. Ensured quality feedback is given to donors and stewardship ofgifts is done as promised/appropriate. Kept donors involved once their gift is received. • Responded quickly to the needs ofthe organization, colleagues and portfolio through constant monitoring and utilization ofemail, phone and in-person meetings.

University ofMiami September 2008 - January 2012 Director ofDevelopment. Major Gifts July 2011-January 2012 Sylvester Comprehensive Cancer Center. UMMiller School ofMedicine • Directed fundraising efforts for the Sylvester Comprehensive Cancer Center. • Trained clinicians, researchers and medical staffon fundraising and the identification ofgrateful patients. Met with key physicians and researchers on a regular basis to outline priorities, funding opportunities, discuss prospects and update research information. • Worked with the Associate Vice President (AVP) ofDevelopment to assist in implementing change management in the Development Department during the recruitment ofa new Medical Director for the Center. Assisted the AVP, when appropriate, in management ofstaffof 6 including a database manager, 2 administrative assistants, an office manager, an events manager, and an affiliate_giving coordinator. • Cultivated, solicited and stewarded all major gifts and planned gifts ($50,000 to $100 million) to the Center. Managed all prospect and donor relationships within the programs and all outreach including maintenance of periodic contact. Identified new leads and initiated contact, managed a portfolio ofover 200 donors and prospects, and represented the Center out in the community at various functions and organizations. Created, implemented and managed strategic plans for cultivation ofhigh level donors including faculty outreach/coordination, meetings, events, tours ofthe facilities, clinics and labs and Dean and Presidential involvement. 11 Margo Ambrosetti Cook • Identified the needs ofmajor gifts donors, managed their financial and personal involvement with the University, suggested naming opportunities, recognition types, and executed a solicitation based on the special needs, desires and focus ofthe donor. • Wrote all proposals and gift agreements. Worked with the AVP on the Capital Campaign. Updated marketing and website material related to development. Worked with the finance department regarding the development budget. Wrote and managed current philanthropic giving options. • Worked with the planned giving office to increase visibility ofthese giving options and solicit planned gifts. • Retained extensive knowledge ofcurrent University climate, finances, and detailed information about current Cancer Center research and its needs. Stayed up to date on other institutional priorities, developments, and research capabilities to be able to discuss what set the Cancer Center apart and why it is the compelling choice for philanthropic involvement and investment. Presented about the Center, the University, and why it deserved support. • Worked with the Board ofGovernors to identify new prospects and solicit these individuals. Managed the relationships ofthese Board Members with the Cancer Center and University leadership. • Managed and directed all major gift donor involvement in events. Developed outreach programs. Ensured up to date research on key donors were made available to all leadership attending each event. Briefed and staffed the Dean and President as appropriate. • Assisted the research office in evaluating potential donors and keeping up to date information in Raiser's Edge. Ensured all relevant information regarding donor cultivation and stewarding was kept in this system accurately. Requested and evaluated reports on giving for individuals, foundations, corporations, and collective giving groups. Director ojAdvancement Services August 2010 -July 201 J Division ojAdvancement, University ojMiami • Worked with the Associate Vice President (AVP) ofAdvancement Services to meet the unique and complex advancement needs ofthe University of Miami's entire network ofcolleges and schools. Assisted with campaign planning, financial reporting, and leadership briefing. Directed the movement to offer increased opportunities for adaptation and functionality as areas continue to expand and work with donors in new and improved ways. Analyzed and assessed individual area needs in order to provide the tools necessary to be successful in fundraising efforts. Encouraged inter-departmental coordination and university-wide teamwork through communication management and o outreach. • Retained some major gift donors for cultivation and stewarding. Handled special requests from the President's and Provost's offices. Managed relationships with high level donors as deemed appropriate by the Senior Vice President of Advancement and associated Deans. • Created (as appropriate), implemented and enforced policies and procedures to streamline processes and track important data as well as to ensure compliance and quality assurance. Worked with web designer to upgrade online giving pages to maintain campaign relevance and up-to-date information. Wrote communication materials as appropriate. • Handled gift agreements (over 120 in 2011) and worked with the General Counsel to limit university liability and maximize donor recognition. Updated all gift agreement templates to be compliant with state, federal, and IRS regulations. Drafted and posted five new gift agreement templates. Created gift agreement tracking system. Coordinated receipt ofall gifts-in-kind and approved all raffles for university events. • Directed, in conjunction with advancement colleagues, efforts associated with post-conversion clean-up in Raiser's Edge, which was converted to from a homegrown data management system with over 300 users, 4 million gifts recorded, 14,000 fund records and 435,000 constituent records. Wrote plan ofaction with AVP for post-conversion that included ways to better utilize interfaces, increase usage through training and accountability, refine reporting, and enlist proactive strategic planning. Managed special projects related to Raiser's Edge to increase productivity, accurate data management, and responsive service to development officers university-wide. Oversaw advancement projects, as appropriate, and assigned timelines and deadlines. Worked with staffresponsible for data, reporting, gift processing, IT and other advancement duties. Worked to lead the Division to embrace technical improvements and assisted team with responding quickly and accurately to system requests. Interacted with external consultants and coordinated their activities, as appropriate, with the Division to bring system enhancements and coordinate continuous system upgrades and fixes. Worked with Advancement Research, IT, Development Communications, Business Services and Finance to accomplish tasks, form design phases, and coordinate discussions about related materials. Director ojDevelopment, Major Gifts September 2008 - August 2010 Ice ojthe Vice Provost ojSpecial Programs and Resource Strategy and VP ojTechnology Advancement uMMiller School ojMedicine

l~ Margo Ambrosetti Cook • Directed all fund raising efforts for the programs under the umbrella ofthe Vice Provost and Vice President including but not limited to the Executive Medicine Program, the Jay Weiss Center for Social Medicine and Health Equity, the Global Institute, UM Innovation and the Office ofTechnology Transfer. ·· Managed prospect and donor relationships within the programs. Identified new leads, cultivated and stewarded O relationships, and solicited gifts (including planned gifts) ofbetween $5,000 and $50 million. Created' and implemented strategic plans for cultivation of high level donors including faculty outreach/coordination and Dean and Presidential involvement. • Planned, coordinated, and managed department events including receptions, symposiums, government meetings, and visits from international delegations. Developed outreach programs and events. Staffed the Dean and President as appropriate. • Directed development for the Executive Medicine program, a VIP concierge service available to all friends ofthe University, and utilized ways to tum grateful patients into multilevel donors while providing concierge services. Maintained high rates ofdonor retention through the program and service recovery efforts. • Crafted and produced marketing materials and wrote all proposals and grants. • Lead Medical Ambassador and Coordinator ofthe University of Miami 2009 United Way Campaign. Responsible in this role for directing all efforts ofthe 4 month campaign, managing over 100 Ambassadors throughout the university and raising over $1.3 million. Coordinated all internal communication and web development and design.

Mount Sinai Medical Center Foundation November 2006 - September 2008 Director o/Young Founders, Team Leader o/Young Founders and YPC November 2007-September 2008 Director o/Young Presidents Club(YPC) November 2006-November 2007 • Raised $2,000,000+ for the calendar year of2008; Raised $800,000+ for calendar year of2007 • Recruited 65+ new Young Presidents Club members at a $10,000 pledge totaling $650,000 per year each year. Recruited 80+ new Young Founders members at a $50,000 pledge totaling $4,000,000 per year in 2008 • Made contact with prospective donors and recruited new members. Built relationships with prospects and existing donors for major gift status upgrade. Secured corporate sponsorships. Participated in networkers and special events in the community. Planned and monitored the involvement ofkey members to recruit future leadership ofthe Clubs. • Managed, directed and developed boards for both the Young Founders Executive Board and the Young Presidents Club Executive Board. Coordinated and facilitated all Young Presidents Club Executive Board and committee meetings. • Directed Raiser's Edge (donor database) clean-up process, found and corrected errors, and implemented new report structure for board and internal review to increase efficiency and accuracy. Directed all billing and accounts receivable matters. Improved pledge review process, forming a committee, creating new policies and procedures and cleaning up the donor database. • Visited newly admitted Young President and Young Founder patients and or family members in the hospital to maintain and reinforce positive associations. • Managed all functions for both the Young Presidents Club and the Young Founders including but not limited to: YPC fundraising team and support staff, marketing, accounting, pledge review, billing, membership, donor relations, board activities and criteria reports, event management and planning, VIP services, committees, financial reporting, prospect tracking, special programs and initiatives, SUMMIT publication, tours ofthe medical center, plaques and recognition walls in the hospital, and website development.

The Company May 2005 - Nov. 2006 Director 0/Client Services • Supervised and maintained relationships with clients, created packages for uniform marketing campaigns consistent with the desired brand identity, directed design ofThe Company website, planned promotional events, and wrote and implemented proposal templates for soliciting clients.

9 Margo Ambrosetti Cook

AFFILIATIONS Association for Healthcare Philanthropy Member Library Planned Giving Committee Association of Fundraising Professionals (MO) Board Partnership for Philanthropic Planning Chesapeake Planned Giving Council Board Business Networking International, Annapolis Opera Board Aventura Chapter, Event Coordinator, 2007 Philanthropy Leadership Council Miami Beach Chamber ofCommerce (2006 Queen Anne's County Chamber ofCommerce 2008) Special Olympics ofMD Development Committee TECHNICAL SKn.LS Computer literacy in the following software: PowerPoint, Microsoft Word, Microsoft Excel, Acrobat Adobe, Microsoft Outlook, Raisers Edge (Blackbaud), PG Calc, Amplifund, GiftWorks EDUCATION University ofMiami, School of Business • Bachelor ofBusiness Administration, 2006, Cum Laude The American College of Financial Services • Chartered Advisory in Philanthropy (CAP) - Finished with a 4.0 GPA in masters courses in finance, non-profit management, tax law and estate law. University ofMiami, College ofArts and Sciences • Non-degree seeking post-baccalaureate study ofbiology and chemistry for personal interest and development purposes (2010) CERTIFICATIONSIDESIGNATIONS Certified Fund Raising Executive (CFRE) - September 1,2013 c Chartered Advisor in Philanthropy (CAP) - August 1,2014 PROFESSIONAL AND PERSONAL REFERENCES

Furnished upon request

'J,.o 200 Browns Run Church Hill, Md. 21623 July 19,2017 Receivedr------. Board ofCounty Commissioners JUL ~ 1 20\7 107 North Liberty Street Centreville, Md. 21617 Queen Anne'~ O:-'llw;y (~.~ '-----..;;..;..;;.=Commi!!lonf""S...... -...,;;.. ...

Dear Commissioners:

I would like to be considered for a position on the Queen Anne's County Property Assessment Appeal Board. I have recently retired from the Maryland Department of Assessments and Taxation after 17 years as a residential property tax assessor. I have experience assessing properties in the counties ofAnne Arundel, Talbot, Caroline, Kent, and for the past 9 years, Queen Anne's. Before that I spent 17 years with the Department ofJuvenile Justice in Anne Arundel, Kent, and Queen Anne's Counties.

I have been a resident ofQueen Anne's County for 35+ years, and am a 1974 Graduate of Washington College. Feel free to contact any ofthe assessments offices for which I have worked, although there may be no one who knows me in Anne Arundel County.

Should you wish an interview or to contact me for any reason I can be reached at: - Home 410-556-6665 - Cell 410-739-5131

I look forward to hearing from you.

Sincerely, /; ;Ut-aJ~

Robert Warner