HomeMy WebLinkAboutBOSCH, WESLEY A., M.A. - 2007City of Santa Ana
' Clerk of the Council
AGREEMENT TERMINATION
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Please complete this form when the attached agreement is no longer in effect._
Return form to the Clerk of the Council Office (M -30).; I `•
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AGREEMENT WITH
WESLEY A. BOSCH, M.A.
UNDER THE WORKFORCE INVESTMENT ACT
THIS AGREEMENT, made and entered into this 1st day of July, 2007, 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 ").
E. CONSULTANT is willing to operate said program pursuant to the Act and California
law.
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:
1. TIME PERIOD OF AGREEMENT
This Agreement shall commence as of July 1, 2007 and all services to be performed pursuant to this
Agreement shall be completed on or before June 30, 2008. The term of this Agreement may be extended by
a writing executed by the Deputy City Manager for Development Services 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
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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).
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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.
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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."
12. Based on the population eligible to be served, or likely to be directly affected
by the WIA program or activity, the services or information may need to be provided in a language other than
English in order to allow such population to be effectively informed about or able to participate in the
program or activity. Pursuant to 29 CFR 37.35, the CONSULTANT must take reasonable steps to provide
services and information in appropriate languages after considering the scope of the program or activity, and
the size and concentration of the population that needs services or information in a language other than
English.
6. COMPENSATION
CITY agrees to pay, and CONSULTANT agrees to accept for said services, total compensation in the
amount not to exceed Seventy Thousand Dollars ($70,000.00). 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.
7. 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.
8. 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
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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,
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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
s
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
Lorena C. Penl a
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
6t coa- �
#K"tephen . arding
Deputy City Manager for
Development Services
CITY OF SANTA ANA
David N. Ream
City Manager
CONSULTANT:
Wesley A. osch, M.A.
Tax ID # /SS #: 14'9-3-9-7291
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EXHIBIT A
WESLEY A. BOSCff, M.fit.
24001 Muirlands Blvd., #331
Lake Forest, CA 92630 -1717
(949) 829 -0719 (714) S6S -2648
wbosch@ci.santa-ana.ca.us
June 8, 2006
Carlos de la Riva
Santa Ana W /O /R /K Center
1000 E. Santa Ana Blvd., Suite 200
Santa Ana, CA 92701
Dear Mr. de la Riva:
I am responding to the advertised Request OPR Qualifications Ceter (SAW C), and the Santa Ana Workforce
Investment for
the City of Santa Ana, the Santa Ana
Investment Board (SAWIB). As the current Counselor at the SAWC, I am expressing my strong desire to
continue to serve the customers and agency in this capacity. I would be honored by your considerate review
of my experience, skills, and training ntal Health Services to and
to the at the SAWC who are pin the p ocessr
Assessment/ Counseling and Me
of becoming reemployed, retrained, or enhancing their career.
I have enjoyed the privilege of serving in the capacity of Career Counselor, also referred to as the Wellness
Coordinator or Counselor, at the W /O /R /K Center since October 1997. The customer base has been
those seeking employment and /or training a On° (and formerly JTPA) andtindividual�enrolled ine
enrolled in Workforce Investment Act ( ) programs
other related programs, such as those in collaboration with the Department of Social Services work
experience and EDD's TRA and TAA programs. Customers include multiethnic, multicultural, and
economically disadvantaged populations. This role began with the primary responsibility of helping
people in need of and who desired Personal Counseling as they psychologically struggled with their
unemployment status. Over the years, my responsibility expanded to include Career Counseling,
Vocational Assessment, and Pre - employment Skills Testing. In implementing these functions, I regularly
consult with appropriate Center staff when necessary or helpful, with customer consent, to coordinate
services and optimize success.
Additional relevant experience that eminently qualifies me for this position includes six -years of Vocational
Counseling and Assessment for two community college districts; community college Matriculation
Counseling for three years; and 17 years of providing Mental Health Services in various roles including
direct care, social work, private practice and consultation, and employee assistance; and one year of JTPA
case management.
Educationally, I have earned a bachelor's degree in psychology, master's degree in counseling, completion
of a four-year post graduate training program, and have completed and, on an ongoing basis, continue to
r�
Wesley A. Bosch, M.A.
June 8, 2006
attend many continuing education workshops and programs on various topics related to psychology and
treatment of various problems and issues people face in and havle continuously been licensed without blemish ge and
Family Therapist (MFT) in the State of California
since 1981.
I look forward to the opportunity of discussing any issues and needs related to the programs at the SAWC,
the position of Career Counselor, and my candidacy for the position at your convenience. I believe that I am
the best choice and look forward to continuing to serve in this capacity with a terrific organization and
group of colleagues. I can be reached by telephone either at the Center, (714) 565 -2648 or at home, (949)
829 -0719, or by email at wbosch @ci.santa- ana.ca.us.
Sincerely,
Wesley A. Bosch, M.A.
Wesley A. Bosch, M.A.
June 8, 2006
This section of the RFQ, reflects an expansion of my summary of qualifications and experience in the areas
related to the Career Counselor position being offered.
Personal Counseling
My Counseling work at the SAWC over the past nine years has involved me in consulting with customers
and staff on a variety of issues and concerns related, in general, to personal, interpersonal, and /or
behavioral barriers to success. Some more specific examples of these include high levels of stress
accompanied with disabling fear; marital conflict related to pressures of limited money, lack of work, or
uncooperative partner support for school /training and study time; depression with suicidal thoughts and
feelings; profound grief; feelinge m their lives, knowing ncluding family issues, thaot theiir unemployment status
overwhelmed by a myriad of problems
only added to; and a sense of isolation; among others.
The duration may be as few as one or two for clarification and support, up to a few months of weekly
sessions when problems or the need for ongoing emotional support persist, as does their unemployment
status. I have generally been effective in helping customers improve their coping shills and ego strengt h
,
self- esteem, developing a more positive outlook with a sense of hope, and a reduction in or in process of
resolving conflicts in relationships. Additionally, a benefit has been improvement in their motivation and
functioning in their job search or training activity, including increases in their activity level and more
effective and positive job interviewing. There have been occasions when evaluation revealed the need for
outside mental or medical healthcare services or other resources, referrals being prodded accordingly.
I previously have provided 17 years of Mental Health Services to persons with a wide range of disorders and
conditions in a variety of roles and settings, such as direct patient care in state, county, and private hospitals,
hospital psychiatric social work, group leadership and program development, u1- and outpatient
consultation, outpatient private practice, and employment assistance program (FAP) counseling.
Through attendance of continuing education programs, reading, and personal discussion with other
professionals, I remain up -to -date with current information and developments in the mental health field.
Career Counseling
Concerning career issues, I often work with customers presenting with complain,._ 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 unfulfillino job to another. With some individuals, it becomes
evident how career and personal counseling can and do overlap, as the issues of one area are often affected
by the other.
\Vithin a few sessions, customers generally become clearer about their realistic career goal options,
engaoing in occupational research, and make decisions about reaclung their goals. This may involve referrals
for case management and training, to other One -Stop partner agency staff, or outside resources.
Wesley A. Bosch, M.A.
June 8, 2006
I was a Matriculation Counselor for the North Orange County Community College District ( NOCCCD)
for three years, involving Counseling prospective and current Students in regards to their educational and
career goals.
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 provided Vocational or Diagnostic Assessment Services and information
to case managers and their customers at the SAWC for training and /or job placement consideration. The
assessment process consists of the administration, interpretation, and counseling of a multiple vocational
assessment battery of interests, aptitudes, transferable skills, personality, and work values. Vocational
needs, appropriate occupational direction, strengths and weaknesses, and barriers to employment or
training are identification. The assessments have been requested for use for vocational training, Work
Experience (WEX) placement, other programs available through WIA, the Welfare -to -Work (WtW)
program, and youth and other special programs administered by the SAWC and SA %VIB. I initiated and
administer workplace skills testing, primarily determining customer skills levels in keyboarding, computers,
and the NIS Office Suite.
I served as a Vocational Counselor (Technical Specialist) for the NOCCCD for six years and Rancho
Santiago Community College District for four years, engaged in Vocational Assessment and Counseling for
JTPA, WIA, WtW, and general public populations.
Workshop and Group Leader
For a period of time at the SAWC, I conducted weekly workshops for the Center's ]TPA customers on
topics of Self- Esteem and Stress Management. Career Development and Job Search workshops Nvere also
provided to one extensive group of customers (Mitsubishi).
As a Psychotherapist and Social Worker, I coordinated and conducted group therapy sessions on a daily
basis for several years, primarily in a hospital setting.
Summary
Combining my valuable experience in a broad range of relevant areas; my excellent relationships at the
SAWC; 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, I believe there is much support in being a
strong candidate for the position of Career Counselor.
Wesley A. Bosch, M.A.
June 8, 2006
Summary List 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 and patients, 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
(eleven years), and providing Vocational Assessment and Career Counseling Services (ten 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., loss of employment), 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), and Work Experience (WEX) 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
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Wesley A. Bosch, M.A.
June 8, 2006
Description of Needs and Services
Based upon my experience at the Santa Ana W /O /R /K Center and elsewhere, the populations that
generally 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 shills, 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, severe anxiety, and
substance abuse.
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 maybe 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
In the more career - oriented area, customers may be faced with confusion and indecision about v.-hat
direction to go in next; uncertainty about what type of work activity they are best suited for, have skills in,
and ,vould 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 of training or what jobs they are best suited for. The level of computer or other
employment related skill and knowledge may not be clear prior to job development efforts, th s job
referrals may be made without a high degree of confidence in some cases or may result in mismatched
training or placements.
0
Wesley A. Bosch, M.A.
June 8, 2006
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. In the course of a follow -up session with the customer to
interpret the results and counsel, a primary occupational goal and alternative potential paths to employment
is collaboratively developed. A full report would be written of the findings and delivered to the case
manager along with consultation as needed. Pre - employment skills testing would be administered to
referred customers in a simulated online environment to determine their competence level in the use and
knowledge of computer applications, such as MS Word and Excel and others, as well as keyboarding skill.
General
Individual assistance and guidance, as well as support and encouragement, would be provided for customers
informally who are actively involved in job search activity in the Resource Center or other areas.
Consultation with W /O /R /K Center staff would also be an active component of the service.
Fee Schedule and Costs
Nly fee is 538 per hour, not to exceed $70,000 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 SAWC or at the job site when related to assigned
services
• Contact with customer family, members of their support system, employer, or other professionals
• Kesearching, 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 SAWC staff
• Preparation time for direct client contact, such as assessment/ testing material acquisition and
organization, review of files, handout development, reviewing and /or 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 SAWC management approval.
7
CNA
HEALTHCARE PROVIDERS
SERVICE ORGANIZATION
PURCHASING GROUP
CERTIFICATE OF INSURANCE
OCCURRENCE POLICY FORM
Print Date: 0 6/2 8/07
A. PROFESSIONAL LIABILITY
018098
970
HPG
0298755008
from: 12:01 AM Standard Time on: 08 /01/07
to: 12:01 AM Standard Time on: 08 /01/08
amedlnsured artd 4dtlress x
Pr..og,rarrAdrTtntstratorz
Wesley A Bosch
1000 E Santa Ana Blvd Ste 200
Santa Ana, CA 92701 -3900
Medical Specialty: Code:
Marriage /Family Counselor 80723
Healthcare Providers Service Organization
159 East County Line Road
Hatboro, PA 19040 -1218
Insurance,Prov,ided b °:.
American Casualty Co. of Reading, PA
CNA Plaza 26S Chicago, IL 60685
OVERAGExPARTS "'' LIMITS „QF LIABILITY: ",
A. PROFESSIONAL LIABILITY
Professional Liability (PL)
$ 1,000,000 each claim
$ 3,000,000
aggregate
Good Samaritan Liability
included above
Personal Injury Liability
... ......... . - _......_
included above
:
._
Matplacement Liability
_ ......_
included above
B. COVERAGE EXTENSIONS:
_...._ —._
License Protection
..... - . ....... _. .
_.. ... ......_...._............_..
1 ,000 per proceeding
.
$ 25 000
- .._......_..
aggregate
Defendant Expense Benefit
!
$ 10,000
aggregate
..... ... ...
Deposition Representation
.. . ...... ......._
$ 2,500 per deposition
_
$ 5,000
aggregate
Assault
$ 1..0,000 per incident....$
25,000..._
aggregate.......
Medical Payments
$ 2 000 er erson
$ 100L000
aggregate
...
First d._.... - -..
$ 2,5_00
a9g.regate
Damage to Property of Others
$ 500 per incident
$ 10,000
aggregate
C. WORKPLACE LIABILITY
Coverage part C. Workplace Liability does not apply if Coverage part D. General Liability
is made part of this policy.
_.... _ y.......
Workplace Liability
_....__._....__...._...
included in A. PL limit shown above
_...... .. _
...._.......__.._....._-.......
Fire &Water Legal Liability
........................ ............. ...
---- ................_................. ....... ... _... .... _.:........................... .......... ......-_-.........._......_...._.._....._..__....... ........... ......-----_......__.. ..__..._... .......... _........_ ...................
lincluded in A. PL limit shown above subject to $150,000 sub -limit
Personal Liability
$1,000,000
aggregate
D. GENERAL LIABILITY
Coverage part D. General Liability does not apply if Coverage part C. Workplace Liability
is made part of this policy.
._ . :. .... ..... —__ .................
General Liability (GL)
......... . ............. ............... _ ..... _ . ..... .......... ....... ..... ....... ... ......
none
... _ ....... _ ........ ............. ....... ....... -
none
... -- .......
HIred-A_ uto &Non 0 "caned Auto
__. .
Fire & Water Legal Liability
none
none
Personal Liability
_
none
Total Premium: $ 240.00 QUESTIONS? CALL: 1- 800 - 982 -9491
Policy forms and"°e ndorsements ,�attached,'at;ince'0tion ,,
n -"
G- 121500 -C G- 121503 -C G- 121501 -C1 G- 145184 -A
G- 147292 -A G- 144872 -A G- 123846 -D04 G- 123828 -B lt% �A_
Chairman of the Board
Master Policy # 188711433
this document in a safe place. It and proof of Davment are evidence of vour insurance rnverane
Secretary
G-141241 -A (07/2001) Coverage Change Date: Endorsement Change Date:
i,
PROFESSIONAL LIABILITY INSURANCE ENDORSEMENT
3Agreement to Provide Notice of Cancellation
In consideration of the premium paid, it is agreed that if the policy to which this endorsement is attached is
cancelled before the expiration date, we will endeavor to mail notice to the person or entity named below.
However, failure to mail such notice shall impose no obligation or liability of any kind upon the company,
its agents or representatives.
Person or Entity Name and Address:
City of Santa Ana, its Officers, Agents
and Employees
PO Box 1988
Santa Ana ,CA 92702
1
ttornox
\This endorsement is a part of your policy and takes effect on the effective date of your policy, unless
another effective date is shown below. All other provisions of the policy remain unchanged.
Must Be Completed
ENDT. No. POLICY NO.
G123828B 298755008
EP06282007
G- 123828 -B (08/26/2004)
Complete Only When This Endorsement Is Not Prepared with the
Policy
Or Is Not to be Effective with the Policy
POLICY HOLDER DATE
Wesley A Bosch 08/01/07
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