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Home My WebLink About13B -APPOINTMENTS REQUEST FOR .COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: MARCH 1,2004 TITLE: REAPPOINTMENT OF MEMBERS TO THE SAN'l'A ANA WORKFORCE INVESTMEN'l' BOARD APPROVED ~ 0 As Recommended 0 As Amended 0 Ordinance on 1" Reading 0 Ordinance on 2nd Reading 0 Implementing Resolution 0 Set Public Hearing For CONTINUED TO FILE NUMBER RECOMMENDED ACTION Reappoint Jon Dietz, Michael Metzler, Dr. Rita Cepeda, Rebeca Zarate- Cervantes, Deborah Sanchez, Clarence "Buddy. Ray, and Peggy Crawford- 4IÞÐ°ugherty to the Santa Ana Workforce Investment Board. DISCUSSION On March 6, 2000, the City Council adopted a resolution establishing the Santa Ana Workforce Investment Board (WIB) and appointed 33 members. In accordance with the federal legislation, a majority of the Board and the Board Chair must come from the private sector. The remaining Board seats represent education, non-profit organizations, one-stop mandated partners and local labor organizations. . At their first meeting in March 2000, the original Board members self selected to serve two, three or four year terms. Eight of the original Board members whose terms end March 7, 2004, have asked to be reappointed. Two represent the private sector: Michael Metzler and Jon Dietz. One member represents the Carl Perkins Act and adult education: Dr. Rita Cepeda. Rebeca Zarate-Cervantes represents Migrant and Seasonal Farm Workers. Deborah Sanchez represents Title I of the Workforce Investment Act and the Empowerment Zone. Clarence "Buddy. Ray represents Community Services Block Grant. Peggy Crawford-Dougherty represents the Wagner-Peyser, NAFTA and Veterans Program. The programs that these members fill are mandated by the federal legislation. The Board members' 4IJesumes are attached as Exhibit 1. 138-1 Reappointment of Members to the Santa Ana Workforce Investment Board March 1. 2004 Page 2 PISCAL DlPACT There is no fiscal impact associated with this action. tÎ~ JorutlP. Reekstin Executive Director Community Development Agency JPR/PN/mlr H:ActiOllS\2OO4CC\ReapptMemtoS.A. WkfrctnvestBd-3.-04 138-2 . . . JON nffiTZ, PRESIDENT FINANCIAL STATEMENT SERVICES Jon Dietz is the founder and president of Financial Statement Services, Inc., a provider of outsourcing services for businesses. FSSI currently prints and mails 10 million statements of bills every monthfor clients such as AirTouch Cellular, Charles Schwab, ADP, and AFSA. The company moved to Santa Ana in 1984 and employs 150 people. Jon served five years on the Santa Ana PrivateIÏ1dustry Council, including a year as Chairman in 1999. Other civic activities include Santa Ana Chamber of Commerce (Director), Santa Ana Federal Empowerment Zone Board (Director), and Orange County Workforce Partnership (representing Santa Ana PIC). He served five years on Southland EDC's Board, and represented Santa Ana's businesses on Governor Wilson's Private Sector Welfare-to- Work Task Force. EXHffiIT 1 Page 1 ofll 138-3 Michael Metzler Michael Metzler is the President & CbicfExecutive Officer of the Santa Ana Chamber of Commerce since JanuaIy, 1983. During Metzler's leadership of the chamber, the mission, objectives and accomplishments have expanded the scope ofits programs and ~ervices to the community by 733%, averaging 43.1% growth per annum. During his tCllUIt: a,; CEO, he created the chamber's political action committee . (SACP AC) which endorsed and sllpported etections ofthecwrent Mayor and S of the 6 members of the City Council. Additionally, he led 2 efforts that successfully defeated anti-business initiatives in the city. He serves as SACPAC's Executive Director, Among his responsibilities as the chamber CEO,he serves as the organization's ehief strategist and led the creation ora $2.4 million marketing aild growth campaign which haS expanded the pcrfOIIn8IlCe of the chamber. Among the many program components of . this càmpaign, he founded the chamber's 45,000 circulation newspaper, Ci!yLine. which received a top national award in its first year of production. He serves as its publisher. Metzler has served on numerous eommunity boaIds, city commissions and county, rc:gional and state task forces, and currently serves as the Chainnan of the Board of Directors and Executive Committee of the Santa Ana Workforce investment Board, Board ofDirecton of Santa Ana 2020, PEW ColIllJlunity Leadership Program, Santa Ana Empowerment CoIporation, Orange County Tourism Council, Orange County International Trade Council and Coastal Communities Hospital Additionally, he serves as the Chairman ofCa1üolDÏa State Senator JoscphDunn's BUsiness Advisory Committee. Prior to taking on the duties with the Santa Ana Chamber of CommCICc, he held the positions of CEO of Cbildrm's Institute International, Catholic Big Brothcrs, Metzler, McCue and Associates and the College Legal Clinic. He resides in Santa Ana with his we, Stephanie and is the father of three daughters. He is a gxaduate of Califomia State University at Fullerton and attended Loyola UnivcrsÏty School of Law. He enjoys golf. bicycling, reading, music and theater. EXHffiIT I Page 2 of 11 138-4 . . I. SANTA ANA WORKFORCE INVESTMENT BOARD MEMBER BIOGRAPHY Name: Rita M. Cepeda Title: President Conroanvl Al!encv: Santa Ana College Address: 1530 W. 17th Street Santa Ana ,CA 92706 Phone: (714) 564-6975 Fax#: (714) 564-6977 E-Mail: Cepeda ritamccd.orl! Start Date on WIB: Position on WIB: Member (chair. vice;:hair. wib menÐcr, conunittee cbair) Committee: Youth Council Baclæround on vour Conroanvl A!!encv: Sector type: Public X Private Reoresentinl!: Community Col1eges Santa Ana College is one of two campuses of the Ranch Santiago Community College District, which includes Santa Ana College and Santiago Canyon College, serves the residents of Anaheim Hills, Garden Grove, Orange, Santa Ana and Villa Park Both colleges provide education for academic transfer and careers, courses for personal and professional development, and customized training for business and industry. Responsibilities with vour Conroanv/A!!encv: Rita M. Cepeda was named president of Santa Ana Còllege July 1999. As leader of one of the state's oldest community colleges, she guides the college in fulfilling its mission of responsive service to student and community needs. Reporting to the community college district chancellor, this includes planning, organizing, and implementing educational policy and procedures to develop curriculum and student support services. Whv are vou on the WIB? In addition to the fact that community colleges are mandatory partners designated to serve on local Workforce Investment Boards, the more important reason is that the goals and objectives of the WIB are entirely consonant with the goals of community colleges which include the preparation of an educated workforce in direct response to the needs of business and industry and ultimately to act as an economic change agent for the communities we serve. In addition, I have been appointed by Govemor Davis to serve on the State's Youth CO1UlCil a critical component of the workforce development policy considerations. EXHffiIT 1 ~l Rebeca Zarate-Cervantes 11303 Bex/ey Drive - Whittiet; C4 96060 - Phone (562) 945-6772 OBJECTIVE To secure a challenging position in a creative atmosphere in which I can utilize my service-oriented background to enhance continued professional and personal growth. SUMMARY OF QUALrFICA TrONS . . Over 23 Years Experience in Employment and Training Programs . Experienced in Human Resources and Employment Relations . Experience with Workforce Investment Act (WIA), Welfare to Work, Employment Training Panel (ETP), and TItle IV . . . Experienced in Contract Compliance . Excellent Oral and Written Communication Skills . Experience in Public Relations and Marketing . Experience in Budget Preparation and Fiscal Procedures . Bilingual (Spanish/English) PROFESSIONAL EXPERIENCE 5/2003 to Present Center for Employment Training (CEl) Santa Ana, CA 12/1999 to 4/2003 Center for Employment Training (CEl) Oxnard, CA Director Responsible for all functions of the training program to include: ~ Outreach to recruit participants for various training programs. ~ Eligibility determination set forth by funding sources. ~ Objective assessments and completion of Individual Employment Plans (IEP), and Case Management. ~ Placement and follow-up. ~ Monitor and maintain contract performance goals set by CET, funding sources and State. . ~ Maintained auditable systems per contact requirements. ~ Represented CET in community and government functions as necessary, consistent with program goals and objectives. ~ Collaborations and partnerships with other services providers, local one-stop centers and their mandated partners to leverage funding and provide supportive services for participants. . ~ Maintaining relationships with local business and industry representatives that sit on the Industrial Advisory Board. ~ Customer satisfaction of all participants served by CET. EXHffiIT 1 Page 4 of 11 138-6 . ~ Prepare and maintain annual budget of $1.5 million. ~ Responsible for securing funding at the loeallevel by writing and submitting proposals for funding. ~ Responsible for meeting accreditation requirements set forth by the Western Association of Schools and Colleges (WASC). 1996 to 1999 Center for Employment Training (CET) Riverside, CA Contract Compliance Manager . ~ Responsible for monitoring CET training programs in Southern California for compliance with local, state and national contracts. Centers included Los Angeles, Riverside, Santa Ana, San Diego, Escondido, EI Centro, Indio, Oxnard, Santa Maria, and Temecula. ~ Reviewed contracts to ensure those. enrollment goals, performance outcomes and expenses were being met. ~ Reviewed participant files for eligibility. ~ Reviewed fiscal files for accuracy and compliance withfiseal restrictions. ~ Assisted with proposal writing for local level funding as needed at each center. ~ Assisted with replication of new CET centers. ~ Trouble shoot as necessary. . 1985 to 1996 Director Responsible for all functions of the training program to include: ~ Outreach to recruit participants for various training programs. ~ Eligibility determination set forth by funding sources. ~ Objective assessments and completion of Individual Service Strategies (ISS), and Case Management. ~ Placement and follow-up. ~ Monitor and maintain contract performance goals set by CET, funding sources and State. ~ Maintained auditable systems per contact requirements. ~ Represented CET in community and government functions as necessary, consistent with program goals and objectives. . ~ Worked with other community programs that provide supportive services to participants. ~ Maintained business relationship with lAB members. ~ Customer satisfaction of all participants served by CET. . ~ Prepared and maintained annual budget of approximately $1 million (budget increased yearly). ~ Responsible for securing funding at the loeallevel by writiJlg and submitting proposals for funding. ~ Responsible for meeting accreditation requirements. Center for Employment Training (CET) Los Angeles, CA. . EXHffiIT 1 Page 5 of 11 138-7 1980 to 1985 Center for Employment Training (CET) Los Angeles, CA. Office Manager ~ Responsible for setting up and maintaining filing system. ~ Typed all correspondence, proposals, meeting minutes (including IAB). ~ Supervised fiscal clerks and clerical staff. ~ Responsible for admission paperwork for new enrollments. ~ Responsible for eligibility determination of participants. ~ Handled all personnel duties, except hiring and firing. EDUCATION . - California State University, Los Angeles, 2 years - East Los Angeles College, 2 years - California State University, Los Angeles, Completion Certificate Program on Nonprofit Management, September iO02 . - Center for Nonprofit Management - Completion of Latino Leadership Program, May 2000 ' PROFESSIONAL MEMBERSHIPS Workforce Investment Board (WIB), County of Ventura (resigned 6/26/03) WIB Youth Council, County Of Ventura (resigned 6/26/03) WIB Evaluation Committee (resigned 6/26/03) . Latin Business Association (LBA) Oxnard Chamber of Commerce REFERENCES UPON REQUEST EXHffiIT 1 Page 6 of 11 138-8 . Deborah Sanchez 1116 West Sharon Santa Ana, California 92706 (714) 953-1873 SUMMARY OF OUALIFICATIONS . Results oriented professional with over ten years of experience in progressively responsible positions in municipal government. Assirnilation of company goals and objectives involving the analysis, development and administration of operational procedures, budgets and community services. Focused on identifying potential problem areas, minimizing issues, formulating and executing solutions. Demonstrated abilities in strategic planning, organizational development, team building, and staff enhancement. Excellent communication, leadership, negotiation, troubleshooting and motivation skills that effectively interact with staff, internal clients, community leaders and management. Team player with the ability to consistendy provide high-level, systematic standards of performance. . . . . . PROFESSIONAL EXPERIENCE CITY OF SANTA ANA SANTA ANA, CALIFORNIA ECONOMIC DEVELOPMENT SPECIAUST III . Supervise Business Retention and Attraction activities .. Develop marketing campaign and materials to position the City of Santa Ana as a place to do business . Liaison to local businesses operators and city departments to assist with business expansion . Interact with State and Federal elected official and their staff on issues affecting local industries . Oversight of business incentive programs such as the Enterprise Zone, Foreign Trade Zone and International Business assistance . Project manager of the Bristol Redevelopment Area .. 2001 to Present WORK CENTER COORDINATOR EMPLOYMENT DEVELOPMENT ASSOCIATE Resoonsibilides 1993 to 2001 . Accountable for the administration of Federal]1'PA/WIA employment and training funds, annual training, budget, and ancillary services. Supervise and direct an in-house staff of twenty personnel and oversee activities of six partner agencies located at the WORK Center. Coordinate and establish the development of policies, procedures and standards consistent with providing optimum community service while maintaining compliance with State and Federal fund regulations. Routinely monitor service and grant performance and evaluate effectiveness of any required changes. Oversee Enterprise Zone hiring process, schedule staff to meet workload demands. Develop and facilitate relationships with Federal and State agencies as it relates to current and future funding. Identify and prepare proposals for State and Federal grants. Develop partnerships to better position the department/City for additional funding and expansion of services to meet community needs. Represented department on Community Development Agency Advisory Team. Represent Workforce Investment Board of Directors at regional and state wide meetings. . . . . . Achievements EXHffiIT 1 Page 7 of 11 138-9 . Planned, coordinated the devdopment and opening of the Santa Ana Work Center which averages 3,200 visits per month. . . . Prepared a One-Stop grant proposal which was awarded $867,000 in funds to expand the workcenter services and computer technology. . Instrumental in devdoping multi-agency proposal for pilot State Employment Devdopment Department Welfare to Work Grant. EMPLOYMENT DEVELOPMENT ASSISTANT July 1992 to April 1993 May 1990 to June 1991 Rapid Response Coordinator for Santa Ana businesses downsizing or ceasing operations. Conducted presentations to business management teams and coordinated services that would be made available to the laid off workers. Identified appropriate agencies to conduct or assist with workshops, training, employment assistance, etc. Coordinated activities and sharing of information with the City's Economic Devdopment Department. Assisted with business retention and interacted with appropriate City agencies in business devdopment. PartÍcipated in the preparation of the Enterprise Zone application to State Trade and Commerce. Devdoped and wrote the Enterprise Zone Hiring Process. Enterprise Zone designation was awarded in May 1993. Managed staff to youth programs, job placement and monitoring of training providers for contract compliance. Issued finding reports to Manager. ECONOMIC DEVELOPMENT ASSISTANT I July 1991 to June 1992 Conducted business retention and attraction meetings in an attempt to msin~ and expand City's economic business base. Conducted and coordinated "walk-through" for businesses moving or expanding in Santa Ana. Intervened with other agencies to facilitate company's move/expansion. Coordinated City's print advertisement, ad placement with trade and business publications and tracked business response. Devdoped Request for Proposal to sdect agency to design color brochure and advertisement. EDUCATION Chapman University - Orange, California Master's Business Administration California State University Long Beach - Long Beach, California Bachdor of Science - Business Administration, Marketing Long Beach Community College - Long Beach, California Associate Arts PROFESSIONAL TRAINING Total Quality Service Training Total Quality Service Coach Public Business Management I Advanced Leadership Devdopment AWARDS Exceptional Quality Service Award - 1993 Exceptional Quality Service Award - 1996 EXHffiIT 1 t8B40 . . . RESUME CLARENCE W. "BUDDY" RAY CCAP, Certified Community Amon Professional 12640 Knott Avenue, Garden Grove, CA 92841 WORK PHONE: (714) 897-6670 x 3112 EMPWYMENT EXPERIENCE ConnnunJ.ty ACtion Partnership of D.C. . - Garden Grove, California. Executive Director - 1987 to Present - Duties: Chief Executive Officer for private, nonprofit Community' Action Agency serving Orange County (approximately 2.5 million population). Responsible for all operations and administration of agency with approximately $8 million operating budget and 50 full time employees. Major programs focus on helping low income persons overcome barriers to self sufficiency. Programs include: the Orange County Food Bank; Weathenzation Assistance Programs for low income households; Human Services programs, e.g. consumer education, information & referral, crisis intervention, utility payment assistance and clearinghouse & information services. . Director of Program Review - 1986 to 1987 - Duties: Independent review of program and agency systems; prepare contracts and grant documents; manage staff; prepare repons; staff committees of the Board of Directors. Clarence W. Rßy, Self Employed - Garden Grove, California. Management Consultant - 1983 to 1986 - Duties: Review and make recommendations regarding agency management and systems; serve as grant writer; conduct and manage closeout of Orange County Manpower Commission (a joint powers consonium); audit resolution of more than $1 million of questioned costs. Orange County Manpower Commission - Santa Ana, California. Assistant to the Executive Director - 1981 to 1983 - Duties: Serve as Independent Monitoring Chief, monitor internal and external systems; resolve audit disallowances between OCMC and subcontractors; resolve audit disallowances between OCMC and Department of Labor; advise Executive Director and Board of Directors regarding programs and systems. Program Manager - 1980 to 1981 - Duties: Manage a staff of four (4) professional employees in the administration of employment and training programs and contracts. City of Fullerton, Penonnel Department - Fullerton, California. Manpower Programs Supervisor - 1977 to 1980 - Duties: Contract administrator for employment and training programs; conduct personnel recruitment; prepare job descriptions; prepare reports and recommendations to the City Council. City of Santa Ana, Community Relations Department - Santa Ana, California. Research Analyst I Manpower Planner - 1974 to 1977 " Duties: Planner, grant writer and contract administrator for employment and training programs; manage summer youth and public service employment programs. Community Organizer - 1973 to 1974 - Duties: Community outreach and research for the Community Relations Department; contract administration for the Santa Ana Housing Authority. EXHffiIT I Page 9 of 11 138-11 RESUME CLAllENCE W. "BUDDY'RAY PAGE 2 OF 2 EDUCATION Bachelor of Arts with a major in Sociology, California State University, FuJJerton. Graduate level courses and supplemental training continuous throughout employment. CCAP, Certified Community Action Professional - certified by the National Association of Community Action Agencies. COMMUNITY SERVICES AND MEMBERSHIPS Santa Ana Private Industry Council Family Self Sufficiency, Program Coordinating Committee, Serving the Anaheim Housing Authority, Garden Grove Housing Authority, Orange County Housing Authority and Santa Ana Housing Authority). Committee Chair, 1993 to Present Orange County Emergency Food &: Shelter Board, (previously FEMA Loca1 Board) Local Board for Emergency Food & Shelter Program funds and emergency shelter program funds. Board Vice Chair - 1990 to 1996. Califomia Nevada COlll1lUDÙty Action Agency Family Preservation &: Support Steering Committee (Orange County) National Association of Comnumity Action Agencies Homeward Bound (previously Orange County Homeless Issues Task Force) Association of Southem California Environment and Energy Programs REFERENCES Provided upon request. EXHIBIT 1 Page 10 ofIl 138-12 . . . RESUME Peggy CraWford-Dougherty Ftetd OtfIce Manager Emptoyment Development Department Operations Branch Santa Ana Job Service 11042 (714) 565 2671 Management Field Office Manager, Anaheim Job Service, Santa Ana Job Service 1992 - Present Manager of large, urban, public employment offICeS. Programs lnc:Iucfe Unemploýment Insurance, Job Order Taking, Prescreening, Referral, Intensive Services Ptogram, Job Agen~ Veterans, Youth Employment, TRA. Cardornia Training BenefitS, GAIN, Experience Unnmited, One-Stop Career Centers, Welfare to Work, EDWM Implemented transitions to CalJOBS and SHARE automation programs. developed and expanded three Orange County One-Stop centers. Field Office Manager, Compton Job Service. 1985-1989 Manager of medium size, urban office in persistently econornicany disadvantaged, ethnically conflicted community. Implemented conversion of UI e!Jtomation. Prepared office for JS automation conversion. Implemented transition from WIN to WIN-Demo. .. Admtnistratlve Administrative Assistant 1989-1992 Administrative assistant to Area Administrator of Orange; Riverside and San Bernardino Counties. Program monitoring and coorÓlnation with external employment and training entitles. Area liaison with Field Offices end Sacramento for Job Service programs, EDWM and Marketing. Wrote and eäl!ed reports. Administrative Assistant. 1983-19B5 Administrative essistant to District Administrator for Harbor and Southeast Los Angeles County District (five JSJUI offices). Program reviews of Unemployment and Job Service functions. Coordinated automated order sharing conversion for district office. Technical Supervisor 1974-1985 Supervised atfirst. second and th~d level In Job Service and UI programs In four OffICeS, eight years total. Includes an major programs, In house and outstations. Coordination SpeciarlSt 1979-1982 Implemented Coordination program In Harbor.southeast Los Angeles County (seven JS/Ul offices). Developed CET A, Cardo",ia Worksite Employment Training Acl (predecessor of ETP), Lockyer Program training contracts. Coorämated and wrote community employment and training relations section of Disbict Job Service Plan. Employment Counselor 1971-1974 Occupational and motivational counsel"lng for welfare recipients In Work Incentive Program. As Crew Leader, set up WI Nand Employables Program operations In two sman offices.. ProfessIonal membership Santa Ana Private Industry Counco11996 - presen~ Executive Committee 1997- Anaheim Private Industry Council 1992 -1996, Executive Committee 1993" 1996 Anaheim Chamber of Commerce Board of Directors 1995 California Association for Local Economic Development 1995 - Present Toastmasters Awards received EDD Directofs Team Recognition 1997 EDD Oulsmnding Supervisory Achievement 1992 - 1993 IAPES Management Recognition 1985,1996 Education BA, University of califomia, Los Angeles Vañous Management Courses at USC, UCLA. CSULB EXHffiIT 1 P~e 11 ofll 1 ;s8-13