TALLER SAN JOSE (2) - 2009 - Laserfiche WebLink

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Instructor (.30), Kevin Rhoades. Bringing over 15 years of carpentry experience to Taller Tech, Kevin Rhoades assists the Program Director with the development and maintenance of training curriculum and program components and provides hands-on training and classroom instruction in the fundamentals of construction. Kevin has a General Education degree from Mt. San Antonio College and attended Southern California Carpenter's Training School before receiving his teaching credential from the University of San Diego in 2002. Case Manager (.30), Susan Ortiz. Susan is responsible for providing mentoring and case management support to students enrolled in the Medical Careers Academy. She serves as a life skills instructor and assists with the coordination of grants as they pertain to students enrolled in the Medical Careers Academy. Susan receieved her BA in Sociology from Whittier College. C. Fiscal Capacity Since it opened in 1995, Taller San Jose has demonstrated clarity of vision and creditability in the community for dealing with hard-to-reach young adults. The program has been funded by nearly 75 different foundations and over 1,250 individual donors. Taller San Jose has the ability to secure funding from a diverse mix of sources including individuals, corporations, family foundations and government grants. The breakdown of revenue sources for Fiscal Year 2007- 2008 is as follows: Individuals- 50%; Foundation Grants- 26%; Corporate gifts- 12%; and Government grants- 12%. Taller San Jose's general contracting company, Hope Builder, Inc. will also contribute to the program's sustainability. In addition to achieving Hope Builder's ultimate goal of providing graduates with the skills and stability required to find and maintain living-wage employment, the project will also generate a steady stream of self-sustaining revenue for Taller San Jose to supplement its traditional fundraising program. Accountability requirements and administrative measures have been developed to handle reporting requirements and tracking systems for all income and expenses including grants received by Taller San Jose for program purposes. Fiscal data is recorded in QuickBooks Enterprise. There is an accounting manual available upon request which details the complete system. There is an annual independent audit. In addition, an annual budget is used to plan expenditures and costs, which is approved by the Board of Directors. Financial statements are prepared monthly, and reviewed by the Executive Director. On a bi-monthly basis, financials are reviewed by Department Managers, the Finance Committee, and the Board of Directors. Taller San Jose does maintain a procurement policy (attached) which states: The officer, employee or agent responsible for procurement of services, supplies, equipment or construction shall review all proposed procurement actions to avoid the purchase of unnecessary or duplicative items. All services and items will be purchased with consideration of these priorities: 1. Best price 2. Features and quality of item 3. Willingness to meet billing, delivery, and service needs. 4. Minority or Woman-owned supplier. 15 sponsored by the Sisters of St. Joseph of Orange