The Planning and Finance Division is dedicated to providing excellent business, financial, facility, and technological support services necessary for the agency to meet its overall mission. The team is made up of several sections including:
- Accounts Payable and Payroll led by Jennifer Andrews
- Accounts Receivables led by Carolyn Kellar
- Budgeting led by the P&F Director Rob Lewis
- Fixed Assets led by Kim James
- Procurement led by Stephanie Adams
- Federal Aid and Grants led by Preston Smith
- IT Operations led by Chandra Williams
- IT Development and GIS led by Alicia Motz
- Facilities (HQ) led by Jason Tucker
- Mailroom Support led by Kris Shelton
- Data Analytics led by Doreen Richmond
- IT Risk and Compliance led by Nick Minetti
- On May 25, 2024, Planning and Finance welcomed Marica Monroe to the team. She will be our new Deputy Director of Finance. Marica was formerly at VITA and the Dept of Aging and Rehabilitative Services. Marica holds her CPA and brings a wealth of experience to the team. She will oversee Accounts Payables, Accounts Receivable, Fixed Assets and Grants sections of P&F.
The Division is headed by Rob Lewis. We strive to provide consistent deliverable high-quality services by completing a few of the following tasks: processing invoices and travel reimbursements for our staff and many vendors/suppliers to the agency, processing and completing payroll for staff, and recording the revenue we receive through the sale of our license and privileges. In addition, Planning and Finance handles the technology needs for the agency, procures good and services, completes physical inventory, and maintains a listing of all controllable and capital assets. The Division works with our federal partners to secure and administer the many federal grants involved in our efforts including the three large ones most are familiar with in the Pittman Robertson, Dingell Johnson, and Recreational Boating Safety funds. The IT development team assists in managing the applications and databases used throughout the agency. The mailroom processes the bundles all of mail we receive on a daily basis, including the scanning of documents to assist the processing of boating-related transactions. The building and grounds at headquarters are well-kept and maintained by the facilities team while Data Analytics handles customer-related data for long term planning and growth.
