HomeMy WebLinkAbout25C - AGMT - CAREER AND COUNSELING SRVSREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
JUNE 6, 2011
TITLE:
AGREEMENT WITH WESLEY A. BOSCH
FOR CAREER AND COUNSELING
SERVICES AT SANTA ANA WORK
CENTER
C/
CITY MANAGER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
? As Recommended
? As Amended
? Ordinance on 1st Reading
? Ordinance on 2nd Reading
? Implementing Resolution
? Set Public Hearing For
CONTINUED TO
FILE NUMBER
Authorize the City Manager and Clerk of the Council to execute the attached agreement with
Wesley A. Bosch in the amount of $90,000 for a one-year term, subject to non-substantive
changes approved by the City Manager and City Attorney.
DISCUSSION
On May 18, 2009, the Santa Ana WORK Center released a Request for Qualifications for a career
counselor to assist clients regarding career choices and goals. In addition, the counselor would
also assist clients to resolve personal and/or family issues that may be interfering with
reemployment and training goals. One proposal was received from Wesley A. Bosch.
Mr. Bosch, a family and marriage counselor, has been providing counseling services for clients at
the Santa Ana WORK Center for the past eleven years. Staff recommends that a contract with Mr.
Bosch be approved for the period of July 1, 2011 to June 30, 2012 to continue to provide this
service to WORK Center clients.
FISCAL IMPACT
Funds will be available in the One Stop program account (no. 12318751-62300), the One Stop
Adult account (no. 12318753-69145), and the One Stop Dislocated Worker account (no.
12318754-69145) pending approval of the 2011-12 budget. The balance of funds will be available
from the 2010-11 carry forward funds in the One Stop Adult and Dislocated Worker accounts (nos.
12318753-69145 and 12318754- 69145).
25C-1
Agreement - Wesley A. Bosch
June 6, 2011
Page 2
C(/ ! 1 w A Ad
Nancy T. wards
Interim Ex cutive Director
Community Development Agency
NTE/LO/CR/sv
Exhibit: 1. Agreement
APPROVED AS TO FUNDS AND ACCOUNTS:
n?
Francisco Gutierrez
Executive Director
Finance & Management Services Agency
25C-2
AGREEMENT WITH
WESLEY A. BOSCH, M.A.
UNDER THE WORKFORCE INVESTMENT ACT
THIS AGREEMENT, made and entered into this 6th day of June, 2011, 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 providing assessment and career counseling 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:
TIME PER10D OF AGREEMENT
This Agreement shall commence as of July 1, 2011 and all services to be performed pursuant to this
Agreement shall be completed on or before June 30, 2012. The term of this Agreement may be extended by
a writing executed by the Executive Director of the Community Development Agency, or her designee, and
the City Attorney.
.1
AeI. 1
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
2
25C-4
of this Agreement, or (b) costs and expenses of this Agreement to which CITY, the State of California or the
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 malting 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.
1. 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
25C-5
J. CONSULTANT agrees to comply with Title VI of the Civil Rights Act of 1964, and
provisions of WIA Section 188, as well as Equal Employment Opportunity provisions in Executive Order
("EO") 11246, as amended by EO 11375, and supplemented by the requirements of 41 CFR Part 60. Section
188 ensures nondiscrimination and equal opportunity for various categories of persons, including persons
with disabilities, who apply for and participate in programs and activities operated by recipients of WIA
assistance. EO 11246 specifically prohibits federal contractors and subcontractors and federally assisted
construction contractors, subcontractors or subgrantees that have contracts that exceed $10,000 from
discriminating in employment decisions on the basis of race, color, religion, sex, or national origin. All
covered contractors must take affirmative action to ensure that equal opportunity is provided in all aspects of
their employment.
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
4
25C-6
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.
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
5
25C-7
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.
COMPENSATION
CITY agrees to pay, and CONSULTANT agrees to accept for said services, total compensation in the
amount not to exceed Ninety Thousand Dollars ($90,000.00). 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.
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.
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
6
25C-8
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.
7
25C-9
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
25C-10
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
Maria D. Huizar
Clerk of the Council
APPROVED AS TO FORM:
Joseph Straka
Interim City Attorney
By: Lisa Storck
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Nancy T. Edwards
Interim Executive Director
Community Development Agency
CITY OF SANTA ANA
By:
City Manager
CONSULTANT:
Wesley A. Bosch, M.A.
Tax ID#/SS#:
9
25C-11
EXHIBIT A
WESLEY A. BOSCH, M.A., M.F.T.
24001 Muirlands Blvd., #331
Lake Forest, CA 92630-1717
(949) 829-0719 (714) 565-2648
wbosch0l@sbcglobal.net or wbosch@santa-ana.orci
April 12, 2011
Linda A. Summers
City of Santa Ana
Community Development Agency
20 Civic Center Plaza, M-25
Santa Ana, CA 92701
Dear Ms. Summers:
I am writing concerning the possible extension of the contract I have as a Career
Counselor consultant at the Santa Ana W/O/R/K Center for the upcoming fiscal year,
2011-2012. 1 have enjoyed the privilege of serving in the capacity of Career Counselor,
also referred to as the Wellness Coordinator or Counselor.
As a reminder of the services I've provided; the Personal Counseling has involved
helping people in need of and who desired counseling as they psychologically
struggled with their unemployment status. Career Counseling has been for those
unclear about their vocational direction, either because they have never established a
career or their career has significantly lost demand locally. Vocational Assessment has
involved administering and interpreting a battery of multiple measures primarily for
those being considered for vocational training.
The customer base has been those seeking employment and/or training at the SAWC,
including those who were enrolled in Workforce Investment Act (WIA) programs and
individuals enrolled in other related programs, such as the Department of Social
Services' work experience and EDD's TRA and TAA programs. Customers include
multiethnic, multicultural, and economically disadvantaged populations.
I would be honored to continue in this capacity for the next fiscal year. Thank you for
your consideration.
Since
IZ14 rely, a 'Z??4
Wesley A. Bosch, M.A.
25C-12
Wesley A. Bosch, M.A.
April 12, 2011
This section of the RFQ response 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 14 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; feelings of being lost, not
knowing what direction to go in; feelings of being overwhelmed by a myriad of problems in their
lives, including family issues that their unemployment status only added to; and a sense of
isolation; among others.
The duration of counseling ranges from one or two sessions for clarification, encouragement,
and support, up to a few months of weekly sessions when problems or the need for ongoing
emotional support persist while still unemployed. I have generally been effective in helping
customers improve their coping skills and ego strength, self-esteem, developing a more positive
outlook with a sense of hope, and a reduction in relationship conflicts or in process of resolving
them. 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. I provided referrals on occasions when evaluation revealed the need
for outside mental or medical healthcare services or other resources.
My previous mental health services was 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, in- and
outpatient consultation, outpatient private practice, and employment assistance program (EAP)
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 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. 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.
Within a few sessions, customers generally become clearer about their realistic career goal
options, engaging in occupational research, and make decisions about reaching their goals.
This may involve referrals for case management and training, to other One-Stop partner agency
staff, or outside resources.
2
25C-13
Wesley A. Bosch, M.A.
April 12, 2011
I was a Matriculation Counselor for the North Orange County Community College District
(NOCCCD), 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.
Vocational Counseling
As a Vocational Counselor, I have provided comprehensive vocational assessment services and
information to case managers and their customers at the SAWC. 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 identified. The assessments have been utilized for various purposes,
including vocational training, Work Experience (WEX) placement, viable direct job placements,
and basic skills level determination. I initiated and administer workplace skills testing, primarily
determining customer skill levels in keyboarding, computers, and the MS Office Suite.
I served as a Vocational Counselor (Technical Specialist) for the NOCCCD for six years and
Rancho Santiago Community College District, 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 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 (from 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
I believe there is much support for my candidacy for the position of Career Counselor by
combining my valuable experience in a broad range of relevant areas; my excellent
relationships at the SAWC; my background of providing Career Counseling and Vocational
Assessment and Testing to a broad and diverse customer population; and Psychological
Counseling based on my extensive professional healthcare background and education/training
as a Counselor,
25C-14
Wesley A. Bosch, M.A.
April 12, 2011
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 (14 years), and providing Vocational Assessment and Career Counseling
Services (13 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, confidentiality, 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
4
25C-15
Wesley A. Bosch, M.A.
April 12, 2011
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 or conflict with previous employers, 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, severe anxiety, and substance abuse.
Personal Services
The type of services provided to address the various personal needs 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
In the more career-oriented area, 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 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, thus job referrals may be made without a high degree of confidence in some cases or
may result in mismatched training or placements.
5
25C-16
Wesley A. Bosch, M.A.
April 12, 2011
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 are 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 per request 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.
Group workshops may be conducted according to the need and commonality of concerns as
they relate to vocational issues and/or assessment.
General
Individual assistance and guidance, as well as support and encouragement, would be provided
to 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
My fee would remain at $40 per hour in respect to the current economic concerns and full
vocational assessment would be charged on a per customer basis at $170 each and $145 each
for a modified assessment. The upper limit for all services would not exceed $90,000 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
• 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 SAWC staff or outside resource persons
• 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.
6
25C-17
25C-18