HomeMy WebLinkAbout13C - APPOINTMENTSREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
AUGUST 20, 2007
TITLE:
APPOINTMENT OF MEMBERS TO THE
SANTA ANA WORKFORCE IN~7ESTMENT
BOARD
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CITY MANAGER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
^ As Recommended
^ As Amended
^ Ordinance on 15' Reading
^ Ordinance on 2"' Reading
^ Implementing Resolution
^ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Appoint Mr. Oscar Novelo, Chief Development Officer, Hispanic American
Holdings, Inc. and Ms. Stacey Sanchez, Executive Director, Southern
California Reinvestment Community Development Financial Institution, as
private sector members to the Santa Ana Workforce Investment Board.
WORKFORCE INVESMENT BOARD ACTION
At its Regular Meeting of July 13, 2007, by a vote 19:0 (Chapman, Chen-
Lee, de Leon, Lin, Martinez, Quarles, Wadhera, Ward absent) the Workforce
Investment Board recommended that the City Council appoint Oscar Novelo,
Chief Development Officer, Hispanic American Holdings, Inc. and Ms.
Stacey Sanchez, Executive Director, Southern California Reinvestment
Community Development Financial Institution as private sector members to
the Santa Ana Workforce Investment Board.
DISCUSSION
On March 6, 2000, the Santa Ana City Council adopted a resolution
establishing the Santa Ana Workforce Investment Board and appointed 35
members. In accordance with the federal legislation, a majority of the
Board members and the Board Chair must come from the private sector. The
remaining Board members represent education, non-profit organizations,
one-stop mandated partners and local labor organizations.
Currently there are five mandated private sector vacancies on the Board
and two public sector mandated vacancies consisting of one migrant and
seasonal farm worker seat and one local labor seat. After an extensive
recruitment campaign and interview process, the Marketing Committee is
recommending Mr. Oscar Novelo and Ms. Stacey Sanchez as private sector
13C-1
Appointment of Members to the WIB
August 20, 2007
Page 2
members. The resumes and nomination forms are attached (Exhibit 1).
Staff will continue to work to fill the remaining vacancies on the Board.
FISCAL IMPACT
There is no fiscal impact associated with this action.
Ste en G ~~ rding
Deputy City Manager for Development Services
Community Development Agency
SGH/LS/FLJ/mlr
H:\ACTION ITEMS \C OONCIL\2007 CC\ApptMembers-NOVelo&Sanchez 8-20-07.doc
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Oscar J. Novelo
EDUCATION
University of Southern California
Master of Planning and Development Studies
University of Southern California
Bachelor of Science in Public Administration
EXPERIENCE
May 2001
Los Angeles, CA
May 1991
Los Angeles, CA
Chief Business Development Officer Santa Ana, CA
Santa Ana Business Bank (In Organization) 7/06 to present
• At this time, Santa Ana Business Bank is a proposed commercial bank "In Organization". It has secured
regulator approval from the FDIC and the CA DFI. It is in the stock sale phase of the project. Once it secures
the necessary capital, it plans to open as a bank in downtown Santa Ana.
• Currently, I am working for the proposed bank as a consultant, helping set up all the various infrastructures that
are needed to open up as a bank by mid-2007. Once the bank is open, I will be the bank's Senior Vice President
in charge of Business Development, supervising two Business Development Offcers.
Mortgage Loan Officer Irvine, CA
Bank of America 8/05 to 7/06
• Originated home loans on 1-4 unit properties for either purchases or refinances.
• Conducted frst-time homebuyer seminars and collaborated with organizations such as Neighborhood Housing
Services of OC, Fair Housing Council of OC, and ACORN Housing Corporation.
Community Development District Manager Santa Ana, CA
City of Santa Ana, Community Development Agency 6/01 to 8/05
Acted as the Redevelopment Agency's owner's agent for the development of four new single-family homes in a
historic district, working directly with architects, engineers, planning and building officials.
Served as liaison to 32 neighborhood associations to facilitate the resolution of various quality of life issues.
Liaison with several internal departments including planning, redevelopment, economic development, code
enforcement, building, police, traffic, and public works, as well as the city manager's office and councilmembers.
Coordinated several training programs for apartment managers and neighborhood leaders.
Field inquiries from the media and oversee the work of two subordinates.
Redevelopment Project Analyst Carson, CA
City of Carson, Redevelopment Agency 6/00 to 6/01
• Coordinated the work of several consultants (real estate appraisers, goodwill appraisers, acquisition agents,
relocation specialists, and legal counsel) for the acquisition of seven properties along Carson Street.
• Administered two EPA Brownfields grants totaling $700,000 in addition to a $770,000 HUD Brownfelds grant.
• Assisted in the creation of two business expansion/retention loans totaling $3,400,000.
• Managed the development of an affordable housing strategy and oversaw the work of a redevelopment intern.
Development Specialist III Monterey Park, CA
County of Los Angeles, Community Development Commission 4/97 to 5/00
• Presented Community Development Block Grant training workshops to Commission divisions, 48 participating
cities and subrecipient county departments.
• Reviewed funding proposals submitted by the county redevelopment agency, county departments, community-
based organizations, and participating cities, and made funding recommendations.
• Served as lead staff member in the preparation of the Community Resource Investment Strategy, an internal
budgeting document that planned for the allocation of $22,500,000 and linked into the Consolidated Plan.
13C-4
Teacher Cudahy, CA
Los Angeles Unified School District 8/95 to 4/97
• Taught fourth, ffth, and sixth graders at Teresa Hughes Elementary School in Cudahy.
• Formally identified six students that needed Individual Educational Plans and eight gifted students.
• Served on the School Site Leadership Council where we allocated discretionary funds.
• Supervised one teaching assistant.
of
Development Specialist
Anaheim, CA
7/92 to 6195
• Served as the City's Community Development Block Grant (CDBG) Program liaison to four neighborhood
councils, performing outreach and enceuraging citizen participation.
• Developed and maintained a database of the City's 3,000 CDBG stakeholders.
• Created a bilingual newsletter on a monthly basis.
• Monitored and provided technical assistance to CDBG funded non-profits.
SKILLS 8: LICENSES
Real Estate Broker- Licensed as a Real Estate Broker by the California Department of Real Estate
Notary Public -Commissioned as a Notary Public by the California Secretary of State
Bilingual -Fluent in Spanish
PROFESSIONAL AFFILIATIONS
National Association of Hispanic Real Estate Professionals-0C Chapter, Board Member 2007-2009
Association of Latino Professionals in Finance and Accounting, Member
Santa Ana Chamber of Commerce, Member
CIVIC AFFILIATIONS
Affordable Housing Clearinghouse, Board Member 2007-2008
City of Pico Rivera, Planning Commissioner 2001
Burke Home Owners Association, Board Vice President/Treasurer 1998-1999
Mexican American Legal Defense & Educational Fund, Leadership Program Graduate 1994
Partnership for Community Building, Inc., Board Secretary & Finance Committee Chair 1990-1993
REFERENCES
Provided upon request.
13C-5
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13C-6
Stacey Lynn Sanchez
2339 Colgate Dr., Costa Mesa, CA 92626
714-979-5244
PROFESSIONAL EXPERIENCE
EXECUTIVE DIRECTOR
Southern California Reinvestment CDFI (3/05 to Present)
Duties:
Manage amulti-bank lending consortia's established in October 1995 for the purpose of providing
structured balance sheet financing and Standby Letters of Credit to small business owners. Service
Riverside, San Bernardino, Orange and contiguous counties. Responsibilities include organization
policies/procedures, financial reporting, loan servicing/processing, marketing, budget oversight,
investor reporting and relations, personnel and credit portfolio management, fundraising,
capitalization campaigns. Report to a board of directors, advisory board and investment
committees.
REGIONAL OFFICE MANAGER
CDC Small Business Finance
(8/03 to
3/05)
Duties: Provide support to Executive Vice President by developing and implementing
special projects, providing marketing support, and other duties as assigned. General
administration of Santa Ana, Riverside and Pasadena Office including direct supervision
of support staff, point person for all facilities, and oversight of rewards and recognition
and disciplinary actions if warranted. Represent CDC at business related functions and
recommend CDC support in community development. Provide support to community
development loan programs by assisting in capitalization campaigns, loan pool
formations, assist in board management and marketing of community loan programs.
Accomplishments:
• Researched and proposed new phone system for company that met all corporate
specifications.
• Moved two existing office locations and opened new location in Pasadena,
including lease negotiations, furniture and equipment purchases.
• Successfully applied for Federal grant support for community loan program.
LEAD ECONOMIC DEVELOPMENT SPECIALIST (EDS)/PUBLIC INFORMATION
OFFICER(PIO)
U.S. Small Business Administration Santa Ana District Office (12/98 to 8/2003)
Duties: Lead EDS/PIO -Developed and implemented adistrict-wide marketing strategy
to encourage community and economic development agencies and other key resource
partners to participate with SBA in providing assistance to small businesses. Served as
SBA representative in discussion and meeting with community planners, local business
owners, banking officials, politicians, citizen groups etc.
13C-7
Responsible for developing and maintaining media relationships and contacts, and
meeting SBA's goals for publication of SBA programs and services.
Accomplishments:
• Successfully increased SBA's participation in key events in the district.
• Developed power point presentations on all programs and services of the SBA
improving the consistency and professionalism of speaker's bureau.
• Increased participation by business organizations and lenders in SBA Small Business
Week Awards, producing 6 national winners and 3 regional winners in two years.
• Successfully increased the district's press coverage of events, information and success
stories, in local media and business organization and chamber newsletters.
• Featured speaker for SBA programs and services at nearly 50 events in a three-year
period.
ANALYST - Stultz Financial, Newport Beach, CA (2/97-12/98)
Duties: Screen clients for SBA loan program eligibility and prepare SBA loan packages. Analyze
7(a) companion loans and 504 companion first trust deed loans for potential sale on the secondary
market.
SMALL BUSINESS CONSULTANT -Pomona, Orange County, Torrance and Long Beach
Small Business Development Centers
(3/97-11/98)
Duties: Prepared Minority and Women SBA Pre-Qualification Applications & reviewed
potential applicants for program eligibility. Provided consulting to clients in financing,
business plan development, and government procurement. Conducted business
workshops on a variety of topics.
PROCUREMENT/MARKETING SPECIALIST /JUNIOR FINANCIAL ANALYST
VEDA Minority Small Business Development Center (MBDC) -San Bernardino
(11/95-2/97)
Duties: Marketed the services of the MBDC to the Inland Empire ethnic business
organizations and the local lending community through speaking engagements, exposition
participation, publications in organization newsletters and local media, representation on
committees and attendance at monthly mixers and special events. Provided management
and technical assistance to local minority owned businesses in procurement, bonding,
marketing & business plan development. Assisted Senior Financial Analysts by
preparing loan applications, proforma financial and cash flow statements. Managed and
promoted a Contractor's Plan-Room, which provided plans and specifications to local
contractors.
DISTRICT MANAGER -Standard Rent Afar -Sacramento, CA (6/85-4/94)
Duties: Responsible for profitability, service, marketing, employee training, hiring and
promotion for 5 retail locations, with 50 employees including 3 outside sales
representatives, 5 managers, and 15 management trainees..
13C-8
EDUCATION Bachelor of Science, Business Administration, California
State University, Northridge
Certificate - Mediation Skills, California State University,
Long Beach 1/96
Certificate -Training Instructional Design, California State
University, Long Beach 1/96
PROFESSIONAL • International Economic Development Council -Intro to
Economic Development - 1/07
• SBA Eligibility and Packaging SOP 50-10 -National
Association of Government Guaranteed Lenders - 7/98
• U.S. Small Business Administration -Commercial Credit
1: 1999
• U.S. Small Business Administration National Outreach
Office Sales & Marketing Training - 1999
• U.S. Small Business Administration Marketing &
Outreach Training - 2000
• U.S. Small Business Administration -Public Affairs
Training - 2000
TECHNICAL Proficient in, Microsoft Word, Excel, PowerPoint, Outlook,
Publisher and ACT.
• SBA Small Business Awards Planning Committee - 1999
to 2006
• Asian Business Association Corporate Advisory Board -
2003 to 2006
• Tri-Coun[y Small Business Development Center Advisory Board - 2004
to present
• First 5 of Riverside County Task Force - 2005 to present
• San Bernardino Women's Business Center Advisory
Board - 2006 to present
AWARDS 1999 Minority Small Business Advocate by San Bernardino
County Board of Supervisor
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