HomeMy WebLinkAboutItem 12 - Re-Appoint Members to the Workforce Development Board Community Development Agency
santa-ana.org/cd
Item # 12
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 21, 2022
TOPIC: Re-Appoint Members to the Workforce Development Board
AGENDA TITLE:
Re-Appoint Members to the Workforce Development Board for a Four-year Term
RECOMMENDED ACTION
1. Reappoint Pierre Loubet, Jack Haley, Daisy Campos, Brent Beasley, and Robert
Ruiz to the Santa Ana Workforce Development Board for a four-year term expiring
May 31, 2026.
2. Appoint Magdalena Fernandez (replacing Simon Gonzalez) for a full four-year term
expiring May 31, 2026.
DISCUSSION
On May 17, 2016, the City Council adopted Resolution 2016-031 establishing the Santa
Ana Workforce Development Board (WDB) and appointed 25 members. In accordance
with the federal Workforce Innovation and Opportunity Act (WIOA) Section 107(b)(2)(A-
D) a local WDB board is to be comprised of representatives from specific categories and
that the number of WDB members in the categories be proportional in different ways to
the total membership while maintaining a greater than 50-percent representation from the
business sector. WDB Board members are appointed by the City Council under the
categories of membership, prescribed by law, as follows:
Representatives from local businesses 13 members
Representative from labor, labor registered 5 members
apprenticeship, and/or community based organization)
Representatives from local education institutions 3 members
Representative from government entities 4 members
(Dept. of Rehabilitation, Social Services Agency,
EDD, and Economic Development)
There are five members whose terms have expired are recommended to be re-appointed.
Representing the private sector - Pierre Loubet, Jack Haley, and Daisy Campos and
representing Labor – Brent Beasley and Robert Ruiz (Exhibit 1). The nominees have
been active and committed to the purpose of the WDB and have expressed a desire to
continue participation on the board.
Re-Appoint members to the Workforce Development Board
June 21, 2022
Page 2
2
7
9
3
Ms. Magdalena Fernandez is the Director of Human Resources for D.F. Stauffer Biscuit
Co/Meiji America Inc. and is recommended to be appointed for a full four-year term to
replace Simon Gonzalez who recently completed his term on the board.
FISCAL IMPACT
There is no fiscal impact associated with this item.
EXHIBIT(S)
1. Resumes – Loubet, Haley, Campos, Beasley, Ruiz
2. Resume – Magdalena Fernandez
Submitted By: Steven Mendoza, Assistant City Manager
Approved By: Kristine Ridge, City Manager
Pierre E. Loubet
Senga Engineering
Business Development, Medical Accounts
1525 E. Warner Ave, Santa Ana, CA 92705
Compendium
•Born in Newport Beach Ca. (when it was a three-story building)
•Graduate of UCLA: Sociology, minor Molecular Biology
•First job: Marketing Representative: IBM-Burbank NMD
•Hired by Client: Entertainment: Matriculated to be VP Marketing and Sales for
(Karl Video-creator of Jane Fonda Videos, Richard Simmons, Playboy,
Scholastic and Lorimar Telepictures Movie Studio-purchased by Warner
Brothers)
•VP Marketing and Sales: Lorimar Telepictures, Technicolor, Bertelsmann and
Warner Music (sales budget was $450,000,000) single most profitable division
for Time Warner.
•Following demise of physical media; created several start-up s for consulting,
branding, public relations, 'rent an executive', logistics, stuntman, and started a
dermaceutical company.
•Recently, Business Development Manager for Medical Device: Senga
Engineering. A precision CNC Machine Shop in Santa Ana, CA. Senga
Engineering has been in business since 1979; owned by Roy Jones. Senga
Engineering has 50 employees, is Veteran Owned, Small business that makes
exacting tolerance parts for: Aerospace, Defense, Connector, Medical Device,
Energy and other industries.
Wealth of small business, mid-size corporate and Fortune 500 corporation involvem ent,
from start-up to Executive Committee with SEC reporting and Financial Analysis
interviews. Marketing and manufacturing initiatives have placed no less than five pieces
of product into every home in America.
EXHIBIT 1
0 714.647.9100
D 714.564.7172
F 714.543.5285
jhaley@lee-associates.com
LeeOrange.com
1004 W. Taft Avenue, Suite 1 SO
Orange, California 92865
DRE ID: 01064859
PARTIAL CLIENT LIST
► RREEF
► Calwest
► Advanced Image
► Tires Warehouse
► BTL Machine
► GoodwillOC
► Omohundro
► Poach Secured Storage
► Tempo Industries
► Moore Packaging
► Cheung Rattan
LEE & ASSOCIATES
COMMERCIAL REAL ESTATE SERVICES
PROFILE
As a Principal of the lee & Associates Orange office, Jack Haley specializes in leasing and sales
of user and investment properties. Over the past 28 years Jack has successfully completed
over 1,700 Southern California transactions and represented both national and locally based
companies in acquiring industrial and office facilities. Jack is consistently a lee & Associates'
Top Producer.
CAREER SUMMARY
•Over 2 Million square feet and One Hundred Million ($100,000,000.00) in transaction
volume over the last 3 years.
•Completed over 10 nationwide (outside of California) investment sales.
•Extensive knowledge of the Orange County and Inland Empire Industrial Markets.
•Competitive research and marketing for users, investors, and developers of commercial
properties.
EDUCATION
•California State Polytechnic University, Pomona
Bachelor of Arts (Concentration in Finance, Real Estate & law, Emphasis in Real Estate
Finance & Development)
RECOGNITIONS/A FFILIATIONS
•Top 5 Producing Broker, lee & Associates (2007, 2013, 2015, 2018)
•Top Producing Broker, lee & Associates (2003, 2005)
•Member, Board of Directors -Lee & Associates
•Certified Commercial Investment Member (CCIM)
■ CCI Ms are considered the elite of commercial real estate, sharing a set of skills that puts
them far ahead of the competition. The CCIM designation is granted by the Commercial
Investment Real Estate Institute (CIREI). CCI Ms course topics include financial analysis
for commercial real estate, commercial brokerage, advanced techniques in sales and
marketing, market analysis, tax planning, decision analysis, negotiation, presentation
skills, managing and marketing troubled assets, among others.
•Member, National Association Industrial Office Parks (NAIOP)
LOCAL EXPERTISE. INTERNATIONAL REACH. WORLD CLASS.
EXHIBIT 1
Daisy Campos
(714)864-8030 I campos.r.daisy@gmail.com I Santa Ana, CA
Professional Highlights
•Campaign Finance & Political Consulting • Government Relations • Management
•Strategic Partnerships • Communications • Legislative & Policy Comprehension
•Event Planning
Education & Training
•University of California, San Diego: Bachelor of Arts in Sociology
•Santa Ana Community College: Associate of Arts, Sociology
•California State University, Fullerton, Human Resources Management Certification
Program
•Hispanas Organized for Political Equality (H.O.P.E.): Leadership Institute Program
Graduate
•Delegate to the 69th Assembly District, CA Democratic Party
Career Experience
Political Campaign Finance Director/ Campaign Consultant -Self Employed
January 2019 -Present •Run a small business operation which develops fundraising strategies fo r candidates
and creates budget for campaign financial spending•Draft and execute campaign email communication to execute outreach and fundraising
efforts•Direct clients during call time appointments by providing leads f or phone calls•Introduce and connect clients with community stakeholders in education, small
business, private and public sectors, unions, and political action committees•Manage, research, and generate leads for political campaign contributions
•Plan, coordinate, and execute political fund raising events and conduct follow-up on
outstanding monetary pledges
•Advise clients by providing verbal and written talking points recommendations to
strategically and successfully obtain monetary campaign contributions•Participate in multi-discipline team strategy meetings and calls fo r comprehension of
campaign roll out and issues of importance; required to report financial standings for
campaigns for funds raised, spent, cash-on-hand, and projected fundraising
achievements or goals
EXHIBIT 1
Chie f of Staff -Progressive Solutions Consulting
April 2016 -January 2019
•All duties included in the aforementioned job description
•Responsible for all office management and operational duties such as human
resources, operations, project & data management, campaign compliance, scheduling,
payroll, invoices, and employee relations
•Trained new staff on all fundraising policies and procedures to prepare them for new
roles
•Managed staff and assigned duties to successfully meet client needs
•Responsible for booking all travel logistics for CEO, clients, and/or self for local,
statewide or national travel to fundraising events, conferences, or related business
matters
Communications & Social Media Manager -IVG Media
May 2015 -April.2016
•Created and managed strategic communication for social media accounts pertaining to
clients of all political persuasions (e.g.: Republican and Democratic elected officials,
ballot Initiatives, Political Action Committees, H.O.A.'s, or utility companies)
•Established and maintained strategic partnerships with clients to understand issues of
legislative importance
•Responsible for researching legislative bills, federal laws, city measures/ regulations
and required to analyze the political climate as it pertained to trends in environmental
issues, urban or coastal planning, transportation or land use
•Executed online public relations campaigns by using social media engagement
platforms (i.e. Facebook, Twitter)
•Identified demographic-appropriate communities and composed content for effective
online advertising, petition drives, and marketing campaigns for voter education efforts
•Created comprehensive monthly reports to summarize progress of online presence,
goals, successes or failures of petition drives as they pertain to creative campaign
messaging
Field Representative, California State Assembly -65 th District
October 2013 -January 2015
•Acted as the Member's representative and liaison which required knowledge of the
district's legislative bills and budget priorities
•Attended local government and community events to speak on the Member's behalf and
reported back to district staff for strategic collaboration in order to address action items
of importance
•Identified, planned, and coordinated events for the Member or staff participation for
speaking opportunities and community outreach
EXHIBIT 1
•Established and maintained well standing relationships with local Elected Government
Officials, School Board Members, Public Safety Officials, and community stakeholders
•Prepared talking points, briefings, memorandums for the Member
• Maintained awareness and involvement in community affairs with other local
intergovernmental agencies
•Assisted in research of C.A. Assembly Bills and Legislation and identified potential
effects on the district
District Scheduler & Executive Assistant - U.S. House of Representatives, 46 th District
January 2012 -October 2013
•Coordinated and maintained the Congressional Member's daily schedule, travel plans,
and any/all in-district appointments and travel
•Reviewed and screened all inquiries for the Congressional Member's district office
meeting requests and off-site visits as according to staff recommendations
•Assisted with various administrative duties and office management tasks such as
composition of Congressional Certificate requests, Resolution requests, and referrals
for Capitol tours
•Reviewed the Member's incoming correspondence and invitations and made
recommendations for attendance to community events by maintaining records of all
event or meeting requests
•Conducted outreach and coordination for scheduling district office meetings with local
businesses, stakeholders, educator, unions, or dignitaries
•Required to research and understand federal legislative affairs, community affairs, and
intergovernmental services
EXHIBIT 1
Brent Beasley
8th International Vice President
United Union of Roofers, Waterproofers and Allied Workers Local 220
Brent is a 39 year member of Roofers and Waterproofers Local 220. He got his start
roofing at Owen Pacific, he attended the Tri-Counties Roofers Apprenticeship until he
became a Journeyman. He was a foreman for 10 years at Owen Pacific Roofing before
moving on to run work at San Marino Roof Co Inc. He was previously on the Executive
Board and served as Sergeant at Arms and Business Agent before being elected to the
position of Business Manager/Financial Secretary of the United Union of Roofers,
Waterproofers, and Allied Workers Local 220. Brent has also served as President and
Secretary of The Western Regional District Council of Roofers and Waterproofers.
Aside from his professional life, he has experience working on different boards and
committees relating to labor and the construction trades. At this time Brent is the
chairman of several boards, including the Pacific Coast Roofers Pension Trust, Union
Roofers Health and Welfare Trust, Union Roofers Annuity Trust, and the Southern
California Roofers and Waterproofers Joint Apprenticeship and Training Committee.
Brent is also a past president of the United Labor Agency of Orange County, currently a
Vice President of the Orange County Labor Federation, has sat on the Santa Ana
Workforce Development Board since 2004, is on the Executive Board of the California
State Building and Construction Trades Council as well as the LA/OC Building and
Construction Trades Council, and is the Vice President of the Rampart Business
Community Association.
EXHIBIT 1
Magdalena Fernández, MBA, PHR, SHRM-CP
mfernandez@stauffers.com
714-351-8274
SUMMARY
I am a bilingual Human Resources professional providing leadership through effective change
management, talent management, employee engagement, and performance management. I leverage
communication and relationship building skills to collaborate across functions and organizational levels
EDUCATION
•University of La Verne (ULV) Master’s in Business Administration
•University of Southern California (USC)
Bachelor of Arts, Political Science
Bachelor of Arts, Spanish
CERTIFICATIONS
•Professional in Human Resources (PHR), Human Resources Certification Institute
•Certified Professional (SHRM-CP), Society of Human Resources Management
•Certificate in Human Resources Management, Loyola Marymount University
EXPERIENCE
D.F. Stauffer Biscuit Co./Meiji America Inc.
Director of Human Resources 2020- Present
HR Manager 2019-2020
•Provide strategic and tactical support to team comprised of managers & staff in operations,
warehouse/logistics, quality control, and sanitation to deliver quality product to customers in
a manner consistent with the company’s mission, vision, and values.
•Improved consistency, effectiveness, manageability of company’s vacation policy by
reducing 5 different programs to 1.
•Streamlined tracking labor hours from agency employees to automate process. Partnered with
IT and provided guidance in the design of new process. Resulted in savings of $42,000 and
reduced the number of steps for employee from multiple timekeeping procedures to 1.
•Executed operational aspects of people management, utilizing knowledge of Company
policies to coach leadership and provide employee relations support and consistent guidance.
•Implemented best practices to ensure compliance with state & federal requirements in
various areas including onboarding, training, payroll, leave of absence administration.
•Led YTD savings initiative resulting in over $110,000 savings by changing labor model from
an agency-based (temp) workforce to company employees to improve on training of
employees, quality of product, improvement of safety, and retention of skilled employees.
•Collaborated with Training Specialist to improved training for managers/supervisors and
employees. Addressed needs related to role to focus on technical and leadership topics;
Streamlined process for documentation of training records, resulting in centralized process.
•Developed plan for reorganization of operations department to improve front line supervision
of staff. Led change management through reduction of 3 supervisor positions and creation of
EXHIBIT 2
12 area leads. Developed plan, job description, selection process, communication to impacted
employees.
Harbor Distributing, a Reyes Holdings Co. 2013 - 2019
Director of Human Resources
• Supported business with over 600 employees across 3 distribution centers
• Provided cross functional to departments in including distribution (DOT- commercial
drivers), warehouse, sales, merchandising, and customer service
• Provided strategic guidance and functional expertise to client groups to deliver HR strategies
and services to enable the successful achievement of business objectives.
• Drove HR vision and company priorities through the supervision of 2 Human Resources
professionals in new employee experience, succession planning, performance management,
employee relations, compliance, record-keeping
• Reduced turnover to 13% (goal was 20%) through strategic approach and inclusion of
supervisors in recruiting, orientation and onboarding, and training
• Increase in employee engagement scores by 0.5 points (on 5 point scale) through use of
proactive programs and plans including feedback focus groups, manager accountability,
action planning, and communication
• Led employee/labor relations activities, including preparation for CBA negotiations,
grievance investigation and resolution.
• Reduced grievances by building a strong non adversarial relationship with union business
agent & shop stewards to engage discussion of concerns and seek win-win outcomes in
resolving issues.
Harbor Distributing, a Reyes Holdings Co. 2013 -2013
Human Resources Manager
• Provided strategic and tactical support to business partners in employee relations
investigations, conflict resolution and performance management to ensure consistency in
practices.
• Single point of contact and support to 170 employees in stand-alone distribution facility.
• Counseled and guided leadership team on all people related matters and business initiatives
• Provided support in talent and performance management, regulatory compliance
• Managed employee relations cases, including harassment and performance management
• Facilitate corporate initiated training programs on various topics including talent and
performance management, rewards and recognition, compensation strategy
• Supported employees regarding inquiries including benefits, development, conflict
resolutions
Gate City Beverage, a Reyes Holdings Co. 2009 – 2013
Human Resources Generalist
• Served as first point of contact for employees and managers/supervisors
• Managed talent acquisition cycle from job posting to candidate onboarding. Develop client
relationships and business partnerships.
EXHIBIT 2
• Resolved basic to complex issues by leveraging business and HR knowledge.
• Responded to employee and management inquiries regarding company policy and conducted
research on applicable state and federal law as needed.
Uline Shipping Supplies 2007 – 2009
Human Resources Coordinator
• Supported team of three recruiters and one human resources representative
• Established first point of contact with applicants, answered questions regarding employment,
and coordinated interviews.
• Administered extensive candidate testing, evaluated results, and created set of qualified
candidates as determined by test results.
• Conducted initial screening of applicants and recommended for further interviews.
• Coordinate extensive interview process with department, branch, and hiring managers.
EXHIBIT 2