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HomeMy WebLinkAboutBOSCH, WESLEY A. - 2004AGREEMENT TERMINATION Please complete this form when the attached agreement is no longer in effect. Return form to the Sr. Deputy Clerk of the Council (M -30). Call 647 -5238 if you have any questions. The agreement with � No. i was completed on S and final ay menpt has been made. Department: Signature: Date: Revised 8 -7 -03 City of Santa Ana Clerk of the Council INSURANCE ON FILE WORK MAY PROCEED UNTIL INSURANCE WIRES S - I -o CLERK OF COUNCIL DATE., 9-13-04 C, CbA rLV1 AGREEMENT WITH WESLEY A. BOSCH, M.A. UNDER THE WORKFORCE INVESTMENT ACT A- 2004 -157 THIS AGREEMENT, made and entered into this 2nd day of August, 2004, by and between Wesley A. Bosch, M.A., hereinafter referred to as "CONSULTANT ", and the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the State of California, hereinafter referred to as "CITY ". W- I- T- N- E- S- S -E -T -H Recitals: A. CITY has been designated a Local Workforce Investment Area (LWIA) under the Workforce Investment Act of 1998, Public Law 105 -220 ( "the Act "). B. The State of California has created the LWIA to administer the Act programs operated by the State of California pursuant to the Act. C. As a LWIA, CITY is entitled to receive federal funds to establish programs to prepare economically disadvantaged adults and youth for entry into the labor market and to provide job training to those individuals who are economically disadvantaged or otherwise face serious barriers in obtaining productive employment. One goal of California's Workforce Investment System is to provide individuals with the opportunities to achieve career goals that will allow them to successfully compete in the labor market and prepare them for higher education. D. CONSULTANT is experienced in operating education, training and employment programs for economically disadvantaged adults and youth for entry into the labor market ( "said program "). law. E. CONSULTANT is willing to operate said program pursuant to the Act and California WHEREFORE, for and in consideration of the respective and mutual covenants and promises hereinafter contained and made, and subject to all the terms and conditions hereof, the parties hereto do hereby agree as follows: TIME PERIOD OF AGREEMENT This Agreement shall commence as of July 1, 2004 and all services to be performed pursuant to this Agreement shall be completed on or before June 30, 2005. The term of this Agreement may be extended by a writing executed by the Executive Director of the Community Development Agency and the City Attorney. 2. INDEPENDENT CONTRACTOR CONSULTANT agrees that CONSULTANT is an independent contractor and not an employee of CITY and all of CONSULTANT'S personnel shall be employees of CONSULTANT and not employees of the CITY. CONSULTANT shall pay all salaries and wages, employer's Social Security taxes, unemployment insurance and wages, and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. CONSULTANT shall not subcontract any of the services required hereunder without the prior written approval of the CITY. 3. SCOPE OF SERVICES For and in consideration of the hereinafter stated payment by CITY to CONSULTANT, CONSULTANT agrees to perform, at its own cost and expense except for the compensation specified in this Agreement, the services specified in the scope of work attached hereto and incorporated herein as Exhibit A to this Agreement. 4. CONSULTANT OBLIGATIONS A. CONSULTANT agrees to maintain such records and submit such reports, data and information, on the form and containing such information, at such times as CITY may request or require regarding the performance of CONSULTANT'S services or activities, costs or other data, including but not limited to, participants' attendance, payroll records and job duty statements. B. CITY, the State of California and the United States government and/or their representatives shall have access for purposes of monitoring, auditing and examining of CONSULTANT'S activities, performance, books, documents, papers, and records of CONSULTANT, subcontractors, bookkeepers and accountants, and employees and participants related to this Agreement. Such agencies or representatives shall also schedule on -site monitoring in their discretion. Monitoring activities may also include, but are not limited to, questioning employees and participants and entering any premises or onto any site in which any of the services or activities funded hereunder are conducted or in which any of the records of CONSULTANT are kept. Nothing herein shall be construed to require access to any privileged or confidential information as set forth in federal or state law. In the event CONSULTANT does not make the above - referenced documents available within the City of Santa Ana, California, CONSULTANT agrees to pay all necessary and reasonable expenses incurred by CITY in conducting any audit at the location where said records and books of account are maintained. All accounting records and evidence pertaining to all costs of CONSULTANT and all documents related to this Agreement shall be kept available at CONSULTANT'S office or place of business for the duration of this Agreement and thereafter for three (3) years after completion of an audit. Records which relate to (a) complaints, claims, administrative proceedings or litigation arising out of the performance of this Agreement, or (b) costs and expenses of this Agreement to which CITY, the State of California or the z United States Government take exception, shall be retained beyond the three (3) years until resolution of disposition of such appeals, litigation, claims, or exceptions. C. Without prejudice to any other section of this Agreement, CONSULTANT shall, where applicable, maintain the confidential nature of information provided to it concerning participants in accordance with the requirements of federal and state law. Notwithstanding the foregoing, CONSULTANT agrees to submit to CITY, the State of California and/or the United States Government or their representatives, all records requested for administrative purposes, including audits, examinations, monitoring and verification of records submitted by CONSULTANT, costs incurred and services rendered hereunder. D. CONSULTANT agrees to expend all funds in accordance with all applicable federal, state and local laws and regulations. CONSULTANT also agrees to provide at CONSULTANT'S own expense supplies and other costs of said PROGRAM. E. CONSULTANT shall comply with the provisions of 48 CFR, Chapter 1, Parts 1 -31.2, for commercial organizations and all other applicable federal statutes and executive orders and their implementing regulations. F. CONSULTANT shall comply with the provisions of E.O. 12549 and 12689, requiring compliance with the debarment and suspension requirements contained in 29 CFR Part 98. G. CONSULTANT shall comply with the requirements of federal regulations found at 29 CFR 93 which provide that no appropriated funds may be expended by the recipient of a federal contract, grant, loan or cooperative agreement to pay any person for influencing or attempting to influence an officer or employee of any agency, member of Congress or an officer or employee of a member of Congress in connection with awarding of any federal contract, the making of any federal grant or loan, entering into any cooperative agreement and the extension, renewal, amendment or modification of any federal contract, grant, loan or cooperative agreement. CONSULTANT shall sign a certification to that effect in a form as set forth in "Exhibit B," attached hereto and by this reference incorporated herein. CONSULTANT shall submit said signed certification to CITY prior to performing any of its obligations under this Agreement and prior to any obligation arising on the part of CITY to pay any sums to CONSULTANT under the terms and conditions of this Agreement. H. CONSULTANT agrees to provide a drug -free work place and to execute a certification as set forth in "Exhibit C" attached hereto and incorporated herein by this reference. I. CONSULTANT, in accordance with the Child Support Compliance Act, recognizes and acknowledges the importance of child and family support obligations and shall fully comply with all state and federal laws relating to child and family support enforcement, including, but not limited to: disclosure of information and compliance with earnings assignment orders, as provided in Chapter 8 (commencing with Section 5200) of Part 5 of Division 9 of the state Family Code; and, to the best of its knowledge is fully complying with the earnings assignment orders of all employees and is providing the names of all new employees to the New Employee Registry maintained by the California Employment Development Department (EDD). 3 5. APPLICABLE GUIDELINES A. The parties hereto agree that CONSULTANT shall comply with all applicable federal and state laws and regulations, including but not limited to the U.S. Department of Labor guidelines and regulations, including amendments or revisions made during the terms of this Agreement. Said applicable laws are hereby incorporated by reference and made as part of this Agreement as though fully set forth herein. B. CONSULTANT also assures and certifies that: 1. CONSULTANT shall comply with any and all federal laws limiting the political activity of employees hired under this Agreement. 2. CONSULTANT shall provide the U.S. Department of Labor and the Controller General, by and through any authorized representative, as well as the Santa Ana Local Workforce Investment Area's Board, access to and the right to examine all records, books, papers or documents relating to the accounting and use of funds under this Agreement for a three -year period from and after the effective date of this Agreement. 3. No person with responsibilities in the operation of any program under the Workforce Investment Act grant shall discriminate with respect to any program participant or any application for participation in such program because of race, creed, color, national origin, sex, political affiliation or beliefs. 4. CONSULTANT shall maintain appropriate standards for health and safety in work and transportation situations. 5. CONSULTANT shall comply with general provisions, assurances, and certifications attached hereto as "Exhibit D" and incorporated herein. 6. Any literature distributed by CONSULTANT for the purpose of apprising businesses, participants, or the general public of its programs under this Agreement shall state that its programs are supported by the City of Santa Ana and the Santa Ana Workforce Investment Board, and shall state that the program is an "equal opportunity employer /program" and that "auxiliary aids and services are available upon request to individuals with disabilities." 7. CONSULTANT certifies that all property, finished or unfinished documents, data, studies and reports prepared or purchased by the CONSULTANT under this Agreement, will be disposed of in accordance with the direction of the CITY. In addition, any tools and/or equipment furnished to the CONSULTANT by the CITY and/or purchased by the CONSULTANT with funds pursuant to this Agreement, will be limited to use within the activities outlined in this agreement and will remain the property of the United States Government and/or CITY. Upon termination of this Agreement, CONSULTANT will immediately return such tools and/or equipment to the CITY or dispose of them in accordance with the direction of the CITY. 4 8. CONSULTANT certifies that this Agreement does not provide for the advancement or aid to any religious sect, church or creed, or sectarian purpose nor does it help to support or sustain any school, college, university, hospital or other institution controlled by any religious creed, church, or sectarian denomination, as specified by Article XVI, Section 5, of the Constitution of the State of California, regarding separation of church and state. 9. If the grant hereunder exceeds $100,000, CONSULTANT shall be in compliance with Section 306 of the Clean Air Act [(42 USC 1875(h)]; Section 508 of the Clean Water Act (33 USC 1368); Executive Order 11738 and Environmental Protection Agency ( "EPA ") regulations (40 CFR Part 15) as any may now exist or be hereafter amended. Under these laws and regulations, the CONSULTANT assures that: (a) No facility to be utilized in the performance of the proposed grant has been listed on the EPA List of Violating Facilities; (b) It will notify CITY prior to award of the receipt of any communication from the Director, Office of Federal Activities, U.S. EPA, indicating that a facility to be utilized for the grant is under consideration to be listed on the EPA List of Violating Facilities; (c) It will notify the CITY and the EPA about any known violation of the above laws and regulations. 10. CONSULTANT may copyright any work that is subject to copyright and was developed, or for which ownership was purchased, under an award. The Federal awarding agency(ies) reserve a royalty -free, nonexclusive and irrevocable right to reproduce, publish, or otherwise use the work for Federal purposes, and to authorize others to do so. 11. CONSULTANT is subject to applicable regulations governing patents and inventions, including government -wide regulations issued by the Department of Commerce at 37 CFR part 401, "Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements." 6. COMPENSATION CITY agrees to pay, and CONSULTANT agrees to accept for said services, total compensation in the amount not to exceed Sixty Five Thousand Dollars ($65,000.00). CONSULTANT will submit a detailed invoice evidencing services performed. Final payment by the CITY shall be within 30 days following receipt of said invoice, subject to CITY accounting procedures. CONSULTANT acknowledges that approval of and funding for this Agreement is contingent upon State approval, and funds received or obligated from the State of California to CITY. If such approval of funds is not forthcoming, or is otherwise limited, CITY shall immediately notify CONSULTANT. Within twenty (20) days of receipt of such notice, CONTRACTOR shall modify or cease operations as directed by CITY and negotiate necessary modification to this Agreement and/or reimbursement of costs incurred hereunder. MISCELLANEOUS PROVISIONS A. CONSULTANT covenants that it presently has no interest, and shall not have any interest, direct or indirect, which would conflict in any manner with the performance of services required hereunder. B. CONSULTANT certifies that it will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex or age, in compliance with Title VII of the Civil Rights Act of 1964 (P.L. 83 -354) and Government Code 12900, et seq. HOLD HARMLESS CLAUSE CONSULTANT agrees to indemnify, defend and hold harmless CITY, its officers, agents, employees, and volunteers from and against any and all loss or damage, and from any and all suits, actions and claims filed or brought by any person or persons arising out acts or omissions of CONSULTANT or of any approved subcontractor or of the officers, agents, employees of CONSULTANT or of its subcontractors in the performance of this Agreement. 9. INSURANCE CONSULTANT shall obtain and maintain for the entire term of this Agreement comprehensive professional public liability insurance, in companies acceptable to the City, authorized to issue such insurance in the State of California. Said insurance shall consist of the following: a. Professional Liability Insurance. CONSULTANT agrees to obtain and keep in force during the term of this Agreement a policy of professional public liability insurance insuring the CITY and CONSULTANT against any liability for accident, injury or death arising out of or related to this Agreement. Such insurance shall be in an amount not less than One Million Dollars ($1,000,000.00) for any injury to or death of any person or persons in any single accident or occurrence. Said policy of professional liability insurance shall be endorsed to provide to CITY at least thirty (30) days written notice prior to cancellation. b. Worker's Compensation Insurance. In accordance with the provisions of Section 3300 of the Labor Code, CONSULTANT, if CONSULTANT has any employees, is required to be insured against liability for worker's compensation or to undertake self - insurance. CONSULTANT agrees to comply with such provisions before commencing the performance of the work under this Agreement. c. The following requirements apply to the insurance to be provided by CONSULTANT pursuant to paragraph a., above: 1. A certificate of insurance, to be approved in form by the City Attorney, shall be furnished to the City within 30 days of the execution of this Agreement. 2. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. d. If CONSULTANT fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect CONSULTANT's right to be paid for its time and materials expended prior to notification of termination. 10. TERMINATION This Agreement may be terminated by either party at its sole discretion, upon thirty (30) days written notice to the other party. Notice shall be deemed served on the date of mailing. However, CONSULTANT may not terminate this Agreement if undue hardship will result to any participant. 11. DISPUTES Except as otherwise provided in this Agreement, any dispute concerning any question arising under this Agreement shall be decided by CITY. In such a case CITY shall reduce its decision to writing and mail or otherwise furnish a copy thereof to CONSULTANT. The decision of the CITY shall be final and conclusive unless within thirty (30) calendar days from the mailing or delivery of such copy, CITY receives from CONSULTANT written request to appeal said decision. Procedures governing the appeal shall be prescribed by CITY and/or the State of California in accordance with the Act and all corresponding regulations and OMB circulars. Pending final disposition of the appeal, CONSULTANT shall act in accordance with CITY's decision unless the dispute involves a change order. 12. BREACH - SANCTIONS If, through any cause, CONSULTANT violates any of the terms and conditions of this Agreement, and/or prior agreements whereby grant funds were received by CONSULTANT pursuant to this Agreement, or if CONSULTANT reports inaccurately or if any Audit Report makes disallowances, CONSULTANT shall promptly remedy its acts or omissions and/or repay CITY all amounts due CITY as a result of CONSULTANT's violation. For any such failures or violations, CITY shall also have the right at its sole discretion to either: (1) discontinue program support until such time as CONSULTANT fulfills its obligations or remedies all violations of this agreement or prior agreements; and /or (2) collect outstanding amounts as determined by CITY due CITY by offsetting or debiting from current claims or invoices, if after thirty (30) days' written notice CONSULTANT has failed to repay same or a repayment schedule has not been made; and/or (3) terminate this Agreement by giving written notice to CONSULTANT of such termination in accordance the notice provision contained below. 13. NOTICES All notices, reports and correspondence between the parties hereto respecting this Agreement shall be in writing and deposited in the United States Mail, postage prepaid, addressed as follows: To CITY: Clerk of the Council City of Santa Ana 20 Civic Center Plaza (M -30) P.O. Box 1988 Santa Ana, CA 92702 -1988 Telefacsimile (714) 647 -6956 With courtesy copy to: Santa Ana Work Center 1000 E. Santa Ana Blvd., #200 Santa Ana, CA 92701 Telefacsimile (714) 565 -2602 To CONSULTANT: Wesley A. Bosch 24001 Muirlands Blvd., #331 Lake Forest, CA 92630 Telefacsimile (714) 565 -2602 H IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Patricia E. Healy Clerk of the Council APPROVED AS TO FORM: Joseph W. Fletcher City Attorney By: Lisa E. Storck Assistant City Attorney FOR APPROVAL: C. Whitaker, Executive Director nity Development Agency CITY OF SANTA ANA C "4 ) �Cf 2r David N. Ream City Manager CONSULTANT: Wesley A. Bosch, M.A. Tax ID# /SS #: n EXHIBIT A WESLEY A. BOSC 3 M.A. 24001 Muirlands Blvd., #331 Lake Forest, CA 92630 -1717 (949) 829 -0719 wesb @simplyweb.net August 9, 2004 Judy Chen -Lee Santa Ana W /O /R /K Center 1000 E. Santa Ana Blvd., Suite 200 Santa Ana, CA 92701 Dear Ms. Chen -Lee: I am writing to express my interest in the advertised position of Career Counselor consultant. I would be honored by your considerate review of my experience, skills, and training that substantiates and exemplifies my qualifications to provide Career Counseling and Mental Health services to the customers at the Santa Ana W /O /R /K Center who are in the process of becoming reemployed or retrained. Background I have enjoyed the privilege of serving in the capacity of Wellness Coordinator or Counselor at the W /O /R /K Center since October 1997. This role began with the primary responsibility to help those in need of and who desired personal counseling as they struggled with their unemployment status. Over the years, my responsibility expanded to include Vocational Assessment, Career Counseling, and Pre- employment Skills Testing. In implementing these functions, I regularly consult with appropriate Center staff when necessary and with customer consent to coordinate services and optimize success. Personal Counseling My work has involved me in consulting with customers and staff on a variety of issues and concerns relating to these areas. I have worked with and helped customers whose barriers to success have involved personal, interpersonal, or behavioral issues. Some examples include high levels of stress accompanied with disabling fear; marital conflict related to pressures of money, lack of work, or uncooperative support to provide school /training study time; depression with suicidal thoughts and feelings; profound grief; feelings of being lost, not knowing what direction to go in; feelings of being overwhelmed by a myriad of problems that their unemployment only added to; and a sense of isolation; among others. There have been occasions when evaluation revealed the need for outside healthcare services or other resources and referrals were made accordingly. Career Counseling Concerning career issues, customers have presented with complaints of not having a clear idea or goal, especially when their previous occupational field is diminishing, or recognizing that they are not progressing in life after bouncing from one unfulfilling job to another. Some of these cases have illustrated how career and personal counseling can and do overlap. My continuing effort to remain updated with career development and labor market issues and trends in the marketplace contribute to my effectiveness as a counselor in this area and in my role as Assessment or Vocational Counselor. Vocational Counseling As a Vocational Counselor, I have been able to provide Vocational or Diagnostic Assessment information to Case Managers and their customers for purposes of consideration of funding for vocational training, work experience (WEX) placement, or other programs available through Workforce Investment Act (WIA) and the former Welfare -to -Work (WtW) programs. A further benefit has been to assist in the identification of vocational needs and direction that might be beneficial in the customer's development and reemployment. Workshop Leader During a period of time at the W /O /R /K Center, I was involved in conducting weekly workshops for the Center's "JTPA" customers on topics of Self- Esteem and Stress Management. Career Development and Job Search workshops were also provided to one extensive group of customers (Mitsubishi). Summary Combining my valuable experience in a broad range of relevant areas; my excellent relationships at the W /O /R /K Center; my background of providing Psychological Counseling, Career Counseling, and Vocational Assessment and Testing to a broad and diverse customer population; and my extensive professional healthcare background and education /training as a Counselor, there is much support of me as a strong candidate, I believe, for the position of Career Counselor. Summary of Qualifications • Master of Arts degree in Marriage and Family Therapy • Licensed as Marriage and Family Therapist since 1981 • Extensive history dating back many years of providing Counseling and Psychotherapy services to a wide variety of clients, including multiethnic, multicultural, and the economically disadvantaged, in a variety of settings, including hospitals, clinics, and office, on an individual, familial, and group basis • Comprehensive experience working directly with unemployed or underemployed individuals (nine years), and providing Vocational Assessment and Career Counseling services (eight years), including administering and interpreting a wide array of vocational assessment instruments. • Familiarity with various aspects and resources of the Orange County mental health professional community, as well as career development and labor market information resources • Knowledgeable and experienced in working with loss (e.g., re. employment status), self esteem issues, stress management, depression and other mental health disorders, and the techniques to facilitate improved functioning and outlook • Knowledge and skill in personal and vocational evaluation to determine level of need and services • Proficient in maintaining detailed records and communicating with appropriate staff • Knowledge of and familiarity with the Workforce Investment Act (WIA), Welfare to Work (WtW) programs, the multiple agency partners who are a part of these programs, and excellent relationships with the staff members of the Santa Ana W /O /R /K Center • Resourceful in researching and responding to new needs and issues as they arise 2 Description of Needs and Services Based upon my experience at the Santa Ana W / O /R /K Center and elsewhere, the populations that I anticipate will need services include those who were laid off from their jobs, workers who have been unsuccessful in securing adequate employment despite their efforts, workers who are considered or consider themselves underemployed, the economically disadvantaged, chronically unemployed individuals with limited vocational skills, and persons being supported by public assistance. Personal Needs The issues and problems these different populations face may vary and may require different approaches to increase their chances of improvement and success. Their concerns on a personal or psychological level may include: grieving the loss of a valued job, interpersonal and self- esteem problems that arise from this loss, difficulties in handling the stress of economic insecurity and uncertainty, changes in self - perception and self - definition, hopelessness and despair, frustration and other effects from encountering repeated rejections in their job search activity, the breakdown of previously adequate coping skills, stress on the family or significant others and consequent disintegration of supportive relationships, the exacerbation of underlying emotional and /or behavior disorders, clinical depression, suicidal ideation and risk, and severe anxiety. Personal Services The type of services provided to address the above mentioned potential personal problem areas would be similar in nature, though the specific approach may vary according to the individual(s) and the most important identified issue(s) of concern. Both educational and clinical interventions would be used, as appropriate. The primary modality would be individual counseling that may involve single or multiple appointments in a confidential setting. Involvement of family or significant others would take place when identified as potentially helpful. Group counseling or workshops may be conducted according to the need and commonality of concerns. Referral to relevant professionals, agencies, and resources would be made as appropriate with follow -up regarding progress and outcome. Vocational Needs On a more career - oriented level, customers may be faced with confusion and indecision about what direction to go in next; uncertainty about what type of work activity they are best suited for, have skills in, and would be most satisfied with; and what kind of jobs have current prospects and a potentially positive future outlook. Additionally, many customers have little or outdated job search skills that include: writing resumes; interviewing for jobs; appropriate behavior and appearance; obtaining job, industry, or company related information; and computer - related skills that are relevant to job search and preparation. Many times these issues overlap with emotional concerns mentioned above and need to be worked with conjointly. Case managers and customers need additional tools to help determine the appropriateness of vocational training and in what types or what jobs they are suited for. The level of computer and /or industry competency and knowledge may not be clear prior to job development efforts, thus job referrals may be made without a high degree of confidence in some cases or may result in mismatched placements. Vocational Services In regard to vocational training, placement, or direction, referred customers would be administered a multiple battery of assessment instruments related to vocational interests, work values, personality type, abilities/ aptitudes, and transferable skills. Conclusions, with alternative potential paths to employment, would be developed collaboratively in a follow -up with customers to interpret the results and counsel. A full report would be written of the Findings and delivered to the Case Managers along with consultation as needed. Pre - employment shills testing would be administered to referred customers in a simulated online 3 environment for computer application programs skill and testing of knowledge in one or more of a wide variety of occupational areas. General Individual assistance and guidance, as well as support and encouragement, would be provided for customers actively involved in job search activity in the Resource Center. Consultation with W /O /R /K Center staff would also be an active component of the service. Fee Schedule and Costs My fee is $34 per hour, not to exceed $65,000 in one fiscal year. Potential services for the purpose of or related to counseling and /or assessment and testing qualifying for billed time include: • Direct customer contact, whether in individual, group, workshop, or Resource Center settings, contact by telephone, casual encounter at the W /O /R /Center or at the job site when related to assigned services • Contact with customer family, members of their support system, employer, or other professionals • Researching, contacting, or arranging referrals or resources for outside services or support not provided by myself or that is outside the scope of my license, training, and /or experience • Documentation • Communication with W /O /R /K Center staff • Preparation time for direct client contact, such as assessment /testing material acquisition and organization, review of files, handout development, obtaining reference or resource material, material reproduction, and consultation with staff • Onsite visitations to resources and agencies utilized or potentially utilized in the service of the customer Reimbursement at cost would be expected for any material that might be obtained for customer use, such as vocational assessment instruments, pamphlets, handouts, reference books, videotapes, software, or other related resource material obtained with prior approval. Thank you for the opportunity to be considered for this most interesting and satisfying consultation position, and the opportunity to be selected to once again work with a terrific organization and group of colleagues. I am deeply appreciative in advance for reviewing my qualifications and look forward to discussing with you personally how I can best meet yours and my needs. I would like to contact you within a couple weeks or, if you prefer, I can be reached by telephone either at the Center, (714) 565 -2648 or at home, (949) 829 -0719, or by email at either 'wbosch@ci.santa- ana.ca.us' or ,Nvesb@simplyweb.net.' Sincerely, /A� �' ��4 Wesley A. Bosch, M.A. WESLEY A. BOSCV, Mgt PROFESSIONAL EXPERIENCE COUNSELOR (949) 829 -0719 00 (714) 565 -2648 (W) 1997 - Present SANTA ANA W /O /R /K CENTER: Subcontractor for City of Santa Ana. Personal and Career Counseling, Vocational Assessment and Testing. As Wellness Coordinator: Counseling WIA, WtW, and other Santa Ana W /O /R /K Center customers with personal concerns directly and indirectly related to their employment status, retraining, and reemployment efforts. Concerns range from grief, love self- esteem, stress, depression, anxiety, marital /family/ relationships problems, and substance abuse. Vocational/ Career Counseling: Administer multiple vocational assessment battery of interests, aptitudes, transferable skills, personality, and work values, to WIA and WtW customers. Interpret results and counsel with clients to determine appropriate job and /or training related issues and career objectives. Produce report. Administer Pre - employment Skills Testing. Customers include multiethnic, multicultural, and economically disadvantaged populations. TECHNICAL EXPERT (VOCATIONAL COUNSELOR) 1998 — Present NORTH ORANGE COUNTY COMMUNITY COLLEGE DISTRICT: Counsel, interpret vocational assessment results, and assist in occupational exploration with diverse client population, including WIA, WtW, and self- funded, to identify viable occupational choices for selection of vocational training and /or recommendations of possible employment plan options. MATRICULATION COUNSELOR 2000 —2003 NORTH ORANGE COUNTY COMMUNITY COLLEGE DISTRICT: Counseling and evaluation of transcripts of adults desiring to complete High School Diploma, facilitate enrollment, career counseling, vocational assessment interpretation and counseling, and personal counseling. VOCATIONAL COUNSELOR 1996 -2000 SANTA ANA COLLEGE: Assisted participants in developing long and short -term career plans through vocational assessment and counseling. Wrote reports of assessment results and conclusions. Report writing. Early parts of tenure as an Assessment Technician, administered multiple vocational assessment battery, including scanned and /or hand scoring, and created computer - generated reports. Managed the client database (Access) and produced billing reports, and facilitated purchase requisitions of needed testing instruments, software, and supplies. Assumed major role in expansion of Assessment Center, opening three additional sites, trained new counselors and assessment technicians, developed and wrote policies and procedures, created new report and other forms. Coordinated the installation of computer systems. College representative in the Unit Liaison Committee, involved in operations and developmental plans of the Santa Ana W /O /R /K Center, a One -Stop, multiple agency employment and training center. Wesley A. Bosch, MA Page 2 CASE MANAGER /PROGRAM COORDINATOR 1995 - 1996 CITY OF LA HABRA: General responsibility for the Aerospace Network Career Center, part of the JTPA Employment and Training Department of the City of La Habra, funded by the U.S. Department of Labor under JTPA. Developed and maintained own caseload of 85 while overseeing all other client (500) services in Center. Hired, trained, and supervised up to nine case management and clerical staff. Provided and organized orientation sessions and job search workshops for up to forty potential and current clients per week. Assumed public relations role and contact person for government agencies, private industry, training and school facilities, as well as unresolved problems with clients. Authorized client expenditures. Coordinated relocation of large Center. Facilitated computerization of the new Center, installing software, developing relevant templates and training the staff. Directed client activity in identification of success skills, resume development, practicing and enhancing interviewing skills, addressing personal issues, as necessary, in support of job search and occupational retraining. PSYCHOTHERAPIST 1988 - 1994 PRIVATE PRACTICE: Provided office and hospital psychotherapy to individuals, couples, families, and groups. Part of this period, contracted as an Employee Assistance Counselor for REACH, an Employee Assistance Program with offices in Orange and Irvine, CA, providing assessment, counseling, and referral services. Additionally, subcontracted for Alan W. Levy, Ph.D., consulting with referred hospitalized patients utilizing specialized treatment modality. PSYCHIATRIC SOCIAL WORKER 1977 - 1988 HOAG MEMORIAL HOSPITAL: Starting out as a Psychiatric Technician, promoted to Day Treatment Coordinator, and in 1981, selected to head the Social Services Department of the Mental Health Unit. Provided psychosocial evaluations, casework, couples and family consultation, placements, community resources, group leadership, supervision, and was a member of the Administrative Staff. Redeveloped group therapy program, and expanded outpatient services. Served as the primary liaison between patients, families, staff, physicians, other medical staff and departments, and outside community resources and agencies. EDUCATION Master of Arts: MFCC Chapman University Bachelor of Arts: Psychology California State University, Long Beach California State License Marriage and Family Therapist MFT 16179 Wesley A. Bosch, MA Page 3 CONTACT INFORMATION WESLEY A. BOSCH, MA 24001 Muirlands Blvd., #331 Lake Forest, CA 92630 -1717 PHONE: (949) 829 -0719 (714) 565 -2648 E -MAIL: wesb@simplyweb.net EXHIBIT B CERTIFICATION REGARDING LOBBYING CERTIFICATION FOR CONTRACTS, GRANTS, LOANS and COOPERATIVE AGREEMENTS The undersigned certifies, to the best of his or her knowledge and belief, that: 1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contracts, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment or modification of any Federal contract, grant, loan or cooperative agreement. 2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan or cooperative agreement, the undersigned shall complete and submit Standard Form - LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. 3) The undersigned shall require that the language of this certification be included in the avvard documents for all subawards at all tiers (including agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31 U.S.C. 1352. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more that $100,000 for each such failure. Wesley A. Bosch, M.A. Grantee /Contractor Organization WIA — All EXHIBIT C Certification Regarding Drug -Free Workplace Reguirements The certification set out below is a material representation upon which reliance is placed by the U.S. Department of Housing and Urban Development in awarding the grant. If it is later determined that the contractor knowingly rendered a false certification, or otherwise violates the requirements of the Drug -Free Workplace Act, the U.S. Department of Housing and Urban Development, in addition to any other remedies available to the Federal Government, may take action authorized under the Drug -Free Workplace Act. CERTIFICATION A. The contractor certifies that it will provide a drug -free workplace by: (a) Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession or use of a controlled substance is prohibited in the contractor's workplace and specifying the actions that will be taken against employees for violation of such prohibition; (b) Establishing a drug -free awareness program to inform employees about - (1) The dangers of drug abuse in the workplace; (2) The contractor's policy of maintaining a drug -free workplace; (3) Any available drug counseling, rehabilitation, and employee assistance program; and (4) the penalties that may be imposed upon employees for drug abuse violations occurring in the workplace; (c) Making it a requirement that each employee who will be engaged in the performance of the grant be given a copy of the statement required by paragraph (a); (d) Notifying the employee in the statement required by paragraph (a) that, as a condition of employment under the contract, the employee will - (1) Abide by the terms of the statement; and (2) Notify the employer of any criminal drug statute conviction for a violation occurring in the workplace no later than five days after such conviction. (e) Notifying the U.S. Department of Housing and Urban Development within ten days after receiving notice under subparagraph (d)(2) from an employee or otherwise receiving actual notice of such conviction; Pg. 2 (f) Taking one of the following actions, within 30 days of receiving notice under subparagraph (d)(2), with respect to any employee who is so convicted - (1) Taking appropriate personnel action against such an employee, up to and including termination; or (2) Requiring such employee to participate satisfactorily in a drug abuse assistance or rehabilitation program approved for such purposes by a Federal, State, or local health, law enforcement, or other appropriate agency; (g) ' Making a good faith effort to continue to maintain a drug -free workplace through implementation of paragraphs (a), (b), (c), (d), (e) and (f). B. The contractor shall insert in the space provided on the attached "Place of Performance" form the site(s) for the performance of work to be carried out with the grant funds (including street address, city, county, state, and zip code). the contractor further certifies that, if it is subsequently determined that additional sites will be used for the performance of work under the contract, it shall notify the U.S. Department of Housing and Urban Development immediately upon the decision to use such additional sites by submitting a revised "Place of Performance" form. Dated: 4 )�j Program dperator Wesley A. Bosch, M.A. DIVISION OF EMPLOYMENT SERVICES PLACE OF PERFORMANCE FOR CERTIFICATION REGARDING DRUG -FREE WORKPLACE REQUIREMENTS Name: Wesley A. Bosch, M.A. Name of Contractor: Wesley A. Bosch, M.A. Contractor'Number: Date: August 2, 2004 The Contractor shall insert in the space provided below the site(s) expected to be used for the performance of work under the contract convered by the certification: Place of Performance (include street address, city, county, state, zip code for each site): 1000 E. Santa Ana Blvd. #200 Santa Ana, CA 92701 Exhibit D Contractor agrees that in addition to those agreements and obligations specified in the contract boiler plate, program narrative and statement of work, they will also adhere to and obey the following provisions, assurances, and certifications. ARTICLES 1) Contractor assures and certifies that where applicable, classroom training instructors are properly credentialed, and training curriculums comply with State - Education Codes. 2) Contractor assures and certifies that any requested modification to this agreement must be submitted in writing, explaining requested changes and rationale. Contractor further assures that no modification will be implemented without prior written approval from the Santa Ana Local Workforce Investment Area's Board. 3) Contract assures and certifies that they are in good standing with the California Secretary of State Franchise Tax Board and Internal Revenue Service. 4) Contract agrees to cooperate with any monitoring, inspection, audit, or investigations of activities related to this agreement as may be scheduled and conducted by the Santa Ana Local Workforce Investment Area's Board. Uat 18/11/2004 03:17 PM Sender's Fax ID: 312 -987 -0902 Page [ or z Certificate of Insurance (Proof of Coverage) Date Issued: 8/11/2004 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMFNn_ RXTF.Nn nR AT TFR TUV VnVERA 1 Insured Name and Mailing Address* Program Administrator Wesley A. Bosch Administered By: CPH and Associates 1000 E. Santa Ana Blvd. #200 711 S. Dearborn, Suite 205 Santa Ana, CA 92701 Chicago, IL 60605 *Additional insured locations are often requested by individual business owners who have more than one office. Your coverage is Underwritten By portable, meaning that you are covered at any location for practice listed Philadelphia Indemnity InSUrance Company underthe occupation(s) on yourpoli Coverage Policy #: PHCP025487 Effective Date: 08/01/04 Expiration Date: 08/01/05 THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. Limits of Liability Coverage Part EACH OCCURRENCE AGGREGATE Per individual claim (Total amount erpokyeqjr $1,000,000 $3,000,000 Professional Liability Supplemental Liability $1,000,000 $3,000,000 Includes: A) Bodily Injury and Property Damage B Personalln'ur Unlimited Unlimited Defense Expense Coverage $25,000 $25,000 State Licensing Board Investigation Expense Coverage $5,000 $5,000 Assault Coverage $5,000 $15,000 Deposition Expense Benefit $2,500/ person $25,000 Medical Expense Coverage $2,500 $2,500 First Aid Coverage Description/Special Provisions: Certificate Holder Cancellation City of Santa Ana, its Should any of the above described policy be cancelled before the expiration date Officers, Agents, and thereof, the issuing insurer will endeavor to mail 30 days written notice to the Employees certificate holder named to the left, but failure to do so shall impose no obligation PO Box 1988 or liability of any kind upon the insurer, its agents or representatives. Santa Ana, CA 92702 Holder has also been added to the policy as an Authorized Representative additional insured:** X No _Yes/ ` *If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). C. Philip Hodson DISCLAIMER: The Certificate of insurance does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend, or alter the coverage afforded by the policies listed thereon. /XZ 1 Lic. No. MFC16179 24001 Muirlands Blvd., #33 August 9, 2004 City of Santa Ana Santa Ana W /O /R/K Center 1000 E. Santa Ana Blvd., Suite 200 Santa Ana, CA 92701 To Whom It May Concern: Wesley A. Bosch, M.A. Lake Forest, CA 92630 829 -0719 I, Wesley A. Bosch, certify that I will immediately notify the City of Santa Ana if my professional liability policy changes in any way or is cancelled. My policy number is PHCP025487 and is provided by the CPH & Associates through the Philadelphia Insurance Company. Wesley A. Bosch, M.A.