HomeMy WebLinkAboutBOSCH, WESLEY A. - 2005
AGREEMENT TERMINATION
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Please complete this form when the attached agreement is no m1lgP~1n e~e~ 9: 0'.'
RetuT? form to the Sf. Deputy Clerk of the Council (M-30). ~~~1ii8~l~We any
questIons.
was completed on
, No.A-~05-/~7
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The agreement with'
Signature:
Department:
Date:
Revised 8-7-03
City of Santa Ana
Clerk of the Council
INSUR!\i;l:f: :""1 'ill
WORK ['Wi NQT PHOCEED
CLE!{K QF COUNCIL
DATE: 6 ..I~- oS
A-2005-167
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AGREEMENT WITH
WESLEY A. BOSCH, M.A.
UNDER THE WORKFORCE INVESTMENT ACT
THIS AGREEMENT, made and entered into this 5th day of July, 2005, 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 L WIA to administer the Act programs operated
by the State of Cali fornia 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, 2005 and all services to be performed pursuant to this
Agreement shall be completed on or before June 30, 2006. The term of this Agreement may be extended by
a writing executed by the Executive Director ofthe Community Development Agency and the City Attorney.
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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.
CONSULT ANT 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,
CONSULT ANT 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. CONSULT ANT 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 CONSULT ANT'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 pertammg 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 applicab]e, 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 ], Parts ]-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 ofE.O. 12549 and ]2689, 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 CONSULT ANT 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 Emp]oyee Registry maintained by the California Emp]oyment
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 CONSULT ANT 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 CONSULT ANT under this Agreement, will be
disposed of in accordance with the direction ofthe 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. Ifthe 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 ("EP A") 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
EP A 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. EP A, indicating that a facility to be utilized for the
grant is under consideration to be listed on the EP A List of Violating Facilities;
(c) It will notify the CITY and the EP A about any known violation of the above laws and
regulations.
10. CONSULT ANT 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 CONSULT ANT 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 Sixtv Five Thousand Dollars ($65,000.00). CONSULT ANT 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.
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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 CONSULT ANT or of its subcontractors
in the performance of this Agreement.
9. INSURANCE
CONSULTANT shall obtain and maintain for the entire term ofthis 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
CONSULT ANT 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 ofthe
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 CONSULT ANT 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: (I) 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
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
CITY OF SANTA ANA
Jdlj
<df!~-L ..... .4-
Patricia E. Healy ,
Clerk of the Council
David N. Ream
City Manager
f2L2a~
APPROVED AS TO FORM:
Joseph W. Fletcher
City Attorney
CONSULTANT:
(~; { BZ..0.~
By: Lisa E. Storck
Assistant City Attorney
I~ C~ pn,;t,."
Wesley A. B sch, M.'A.
Tax ID#/SS#:
RECOMMENDED FOR APPROVAL:
t'duJauio
hitaker, Executive Director
Development Agency
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EXHffilT A
WESLEY A. 130SCll~ M.A.
24001 Muirlands Blvd., #331
Lake Forest, CA 92630-1717
(949) 829-0719 wesb@simplyweb.net
August 9, 2004
Judy Chen-Lee
Santa Ana W /O/R/K Center
1000 E. Santa Ana Blvd., Suite 200
Santa Ana, CA 92701
Dear Ms. Chen-Lee:
I am writing to express my interest in the advertised position of Career Counselor consultant. I would be
honored by your considerate review of my experience, skills, and training that substantiates and exemplifies
my qualifications to provide Career Counseling and Mental Health services to the customers at the Santa
Ana W /O/R/K Center who are in the process of becoming reemployed or retrained.
Background
I have enjoyed the privilege of serving in the capacity of Wellness Coordinator or Counselor at the
W IO/R/K Center since October 1997. This role began with the primary responsibility to help those in
need of and who desired personal counseling as they struggled with their unemployment status. Over the
years, my responsibility expanded to include Vocational Assessment, Career Counseling, and Pre-
employment Skills Testing. In implementing these functions, I regularly consult with appropriate Center
staff when necessary and with customer consent to coordinate services and optimize success.
Personal Counseling
My work has involved me in consulting with customers and staff on a variety of issues and concerns relating
to these areas. I have worked with and helped customers whose barriers to success have involved personal,
interpersonal, or behavioral issues. Some examples include high levels of stress accompanied with disabling
fear; marital conflict related to pressures of money 1 lack of work, or uncooperatiye support to provide
school/training study time; depression with suicidal thoughts and feelings; profound grief; feelings of being
lost, not knowing what direction to go in; feelings of being overwhelmed by a myriad of problems that their
unemployment only added to; and a sense of isolation; among others. There have been occasions when
evaluation revealed the need for outside healthcare services or other resources and referrals were made
accordingly.
Career Counseling
Concerning career issues, customers have presented with complaints of not having a clear idea or goal}
especially when their previous occupational field is diminishing, or recognizing that they are not progressing
in life after bouncing from one unfulfillingjob to another. Some of these cases have illustrated how career
and personal counseling can and do overlap. My continuing effort to remain updated with career
development and labor market issues and trends in the marketplace contribute to my effectiveness as a
counselor in this area and in my role as Assessment or Vocational COlUlselor,
Vocational Counseling
As a Vocational Counselor, I have been able to provide Vocational or Diagnostic Assessment information to
Case Managers and their customers for purposes of consideration of funding for vocational training, work
experience (WEX) placement, or other programs available through Workforce Investment Act (WIA) and
the former Welfare-to-Work (WtW) programs. A further benefit has been to assist in the identification of
vocational needs and direction that might be beneficial in the customer's development and reemployment.
Workshop Leader
During a period of time at the W /O/R/K Center, I was involved in conducting weekly workshops for the
Center's "JTP A" customers on topics of Self-Es,teem and Stress Management. Career Development and Job
Search workshops were also provided to one extensive group of customers (Mitsubishi). .'
Summary
Combining my valuable experience in a broad range of relevant areas; my excellent relationships at the
W /O/R/K Center; my background of providing Psychological Counseling, Career Counseling, and
Vocational Assessment and Testing to a broad and diverse customer population; and my extensive
professional healthcare background and education/training as a Counselor, there is much support of me as a
strong candidate, I believe, for the position of Career Counselor.
Summary of Qualifications
. Master of Arts degree in Marriage and Family Therapy
. Licensed as Marriage and Family Therapist since 1981
· Extensive history dating back many years of providing Counseling and Psychotherapy services to a
wide variety of clients, including multiethnic, multicultural, and the economically disadvantaged, in
a variety of settings, including hospitals, clinics, and office, on an individual, familial, and group
basis
· Comprehensive experience working directly with unemployed or underemployed individuals (nine
years), and providing Vocational Assessment and Career Counseling services (eight years),
including administering and interpreting a ,vide 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., reo employment status), self esteem
issues, stress management, depression and other mental health disorders, and the techniques to
facilitate improved functioning and outlook
. Knowledge and skill in personal and vocational evaluation to determine level of need and services
· Proficient in maintaining detailed records and communicating with appropriate staff
· Knowledge of and familiarity with the Workforce Investment Act (WIA), Welfare to Work
(WtW) programs, the multiple agency partners who are a part of these programs, and excellent
relationships with the staff members of the Santa Ana W /O/R/K Center
· Resourceful in researching and responding to new needs and issues as they arise
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Description of Needs and Services
Based upon my experience at the Santa Ana W IO/R/K Center and elsewhere, the populations that I
anticipate will need services include those who were laid off from their jobs, workers who have been
unsuccessful in securing adequate employment despite their efforts, workers '\vho 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, frustratio~ and other effects from encountering repeated rejections in
their job search activity, the breakdown of previously adequate coping skills, stress on the family or .
significant others and consequent disintegration of supportive relationships, the exacerbation of underlying
emotional and/ or behavior disorders, clinical depression, suicidal ideation and risk, and severe anxiety.
Personal Services
The type of services provided to address the above mentioned potential personal problem areas would be
similar in nature, though the specific approach may vary according to the individual(s) and the most
important identified issue(s) of concern. Both educational and clinical interventions would be used, as
appropriate. The primary modality would be individual counseling that may involve single or multiple
appointments in a confidential setting. Involvement of family or significant others would take place when
identified as potentially helpful. Group counseling or workshops may be conducted according to the need
and commonality of concerns. Referral to relevant professionals, agencies, and resources would be made as
appropriate with follow-up regarding progress and outcome.
Vocational Needs
On a more career-oriented level, customers may be faced with confusion and indecision about what
direction to go in next; uncertainty about what type of work activity they are best suited for, have skills in,
and would be most satisfied with; and what kind of jobs have current prospects and a potentially positive
future outlook. Additionally, many customers have little or outdated job search skills that include: writing
resumes; interviewing for jobs; appropriate behavior and appearance; obtaining job, industry, or company
related information; and computer-related skills that are relevant to job search and preparation. Many times
these issues overlap.,vith emotional concerns mentioned above and need to be worked with conjointly.
Case managers and customers need additional tools to help determine the appropriateness of vocational
training and in what types or what jobs they are suited for. The level of computer and/or industry
competency and knowledge may not be clear prior to job development efforts, thus job referrals may be
made without a high degree of confidence in some cases or may result in mismatched placements.
Vocational Services
In regard to vocational training, placement, or direction, referred customers would be administered a
multiple battery of assessment instruments related to vocational interests, work values, personality type,
abilities I aptitudes, and transferable skills. Conclusions, with alternative potential paths to employment,
would be developed collaboratively in a follow-up with customers to interpret the results and counsel. A
full report would be written of the findings and delivered to the Case Managers along with consultation as
needed. Pre-employment skills testing would be administered to referred customers in a simulated online
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environment for computer application programs skill and testing of knowledge in one or more of a wide
variety of occupational areas.
General
Individual assistance and guidance, as well as support and encouragement, would be provided for customers
actively involved in job search activity in the Resource Center. Consultation with W IO/R/K Center staff
would also be an active component of the service.
Fee Schedule and Costs
My fee is $34 per hour, not to exceed $65,000 in one fiscal year. Potential services for the purpose of or
related to counseling and/or assessment and testing qualifying for billed time include:
. Direct customer contact, whether in in'dividual, group, workshop, or Resource Center settings~
contact by telephone, casual encounter at the W IO/R/Center or at the job site when related to
assigned services
· Contact with customer family, members of their support system, employer, or other professionals
· Researching, contacting, or arranging referrals or resources for outside services Or support not
provided by myself or that is outside the scope of my license, training, and/ or experience
. Documentation
. Communication with W IO/R/K Center staff
· Preparation time for direct client contact, such as assessment/ testing material acquisition and
organization, review of fues, handout development, obtaining reference or resource material,
material reproduction, and consultation ,vith staff
· Onsite visitations to resources and agencies utilized or potentially utilized in the service of the
custom er
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 ,vith prior approval.
Thank you for the opportunity to be considered for this most interesting and satisfying consultation
position, and the opportunity to be selected to once again work with a terrific organization and group of
colleagues. I am deeply appreciative in advance for reviewing my qualifications and look forward to
discussing with you personally how I can best meet yours and my needs. I would like to contact you within
a couple weeks or, if you prefer, [ can be reached by telephone either at the Center, (714) 565-2648 or at
home, (949) 829-0719, or by email ateither.wbosch@ci.santa-ana.ca.us. or
'wesb@simplyweb.net.'
"";;~ () f~
Wesley A. Bosch, M.A.
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WESLEY A. 'BOSCH, 1vfA
(949) 829-0719 00
(714) 565 -2648 (W)
PROFESSIONAL EXPERIENCE
COUNSELOR
1997 - Present
SANTA ANA W /O/R/K CENTER: Subcontractor for City of Santa Ana. Personal and Career
Counseling, Vocational Assessment and Testing. As Wellne,s Coordinator: Counseling WfA, WtW,
and other Santa Ana W /O/R/K Center customers with personal concerns directly and indirectly
related to their employment status, retraining, and reemployment efforts. Concerns range from
grief, low self-esteem, stress, depression, a,nxiety, marital/family! relationships problems, and,
substance abuse. Vocational/ Career Counseling: Administer multiple vocational assessment
battery oHnterests, aptitudes, transferable skills, personality, and work values, to WfA and WtW
customers. fnterpret results and counsel with clients to determine appropriate job and/or training
related issues and career objectives. Produce report. Administer Pre-employment Skills Testing.
Customers include multiethnic, multicultural, and economically disadvantaged populations.
TECHNICAL EXPERT (VOCATiONAL COUNSELOR)
1998 - Present
NORTH ORANGE COUNTY COMMUNfTY COLLEGE DISTRfCT: Counsel, interpret
vocational assessment results, and assist in occupational exploration with diverse client population,
including WfA, WtW, and self-funded, to identify viable occupational choices for selection of
vocational training and/or recommendations of possible employment plan options.
MATRICULATiON COUNSELOR
2000 - 2003
NORTH ORANGE COUNTY COMMUNfTY COLLEGE orSTRfCT: Counseling and evaluation
of transcripts of adults desiring to complete High School Diploma, facilitate enrollment, career
counseling, vocational assessment interpretation and counseling, and personal counseling.
VOCATiONAL COUNSELOR
1996 - 2000
SANTA ANA COLLEGE: Assisted participants in developing long and short-term career plans
through vocational assessment and counseling. Wrote reports of assessment results and
conclusions. Report writing. Early parts of tenure as an Assessment Technician, administered
multiple vocational assessment battery, including scanned and/ or hand scoring, and created
computer-generated reports. Managed the client database (Access) and produced billing reports,
and facilitated purchase requisitions of needed testing instruments, software, and supplies.
Assumed major role in expansion of Assessment Center, opening three additional sites, trained new
counselors and assessment technicians, developed and wrote policies and procedures, created new
report and other forms. Coordinated the installation of computer systems. College representative
in the Unit Liaison Committee, involved in operations and developmental plans of the Santa Ana
W /O/R/K Center, a One-Stop, multiple agency employment and training center.
Wesley A. Bosch, MA
Page 2
CASE MANAGER/PROGRAM COORDINATOR
1995 - 1996
CITY OF LA HABRA: General responsibility for the Aerospace Network Career Center, part of
the JTPA Employment and Training Department of the City of La Habra, funded by the U.S.
Department of Labor under JTPA. Developed and maintained own caseload of 85 while overseeing
all other client (500) services in Center. Hired, trained, and supervised up to nine case
management and clerical staff. Provided and organized orientation sessions and job search
workshops for up to forty potential and current clients per week. Assumed public relations role
and contact person for government agencies, private industry, training and school facilities, as well
as unresolved problems with clients. Autho~ized client expenditures. Coordinated relocation of
large Center. Facilitated computerization of the new Center, installing software, developing
relevant templates and training the staff. Directed client activity in identification of success skills,
resume development, practicing and enhancing interviewing skills, addressing personal issues, as
necessary, in support of job search and occupational retraining.
PSYCHOTHERAPIST
1988 - 1994
PRIVATE PRACTICE: Provided office and hospital psychotherapy to individuals, couples,
families, and groups. Part of this period, contracted as an Employee Assistance Counselor for
REACH, an Employee Assistance Program with offices in Orange and Irvine, CA, providing
assessment, counseling, and referral services. Additionally, subcontracted for Alan W. Levy,
Ph.D., consulting with referred hospitalized patients utilizing specialized treatment modality.
PSYCHIATRIC SOCIAL WORKER
1977 - 1988
HOAG MEMORIAL HOSPITAL: Starting out as a Psychiatric Technician, promoted to Day
Treatment Coordinator, and in 1981, selected to head the Social Services Department of the
Mental Health Unit. Provided psychosocial evaluations, casework, couples and family consultation,
placements, community resources, group leadership, supervision, and was a member of the
Administrative Staff. Redeveloped group therapy program, and expanded outpatient services.
Served as the primary liaison between patients, families, staff, physicians, other medical staff and
departments, and outside community resources and agencies.
EDUCATION
Master of Arts: MFCC
Bachelor of Arts: Psychology
California State License
Chapman University
California State University, Long Beach
Marriage and Family Therapist MFT 16179
Wesley A. Bosch, MA
Page 3
CONTACT INFORMATION
WESLEY A. BOSCH, MA
24001 Muirlands Blvd., #331
Lake Forest, CA 92630-1717
PHONE: (949) 829-0719
(714) 565-2648
E-MAIL: wesb@simply..:eb.net
Exhibit B
CERTIFICATION REGARDING LOBBYING
CERTIFICATION FOR CONTRACTS. GRANTS. LOANS
and COOPERATIVE AGREEMENTS
The undersigned certifies, to the best of his or her knowledge and belief, that:
1) No Federal appropriated funds have been paid or will be paid, by oron behalf
of the undersigned, to any person for influencing or attempting to influence
an officer or employee of an agency, a Member of Congress, an 9fficer or
employee of Congress, or an employee of a Member of Congress in
connection with the awarding of any Federal contracts, the making of any
Federal grant, the making of any Federal loan, the entering into of any
cooperative agreement, and the extension, continuation, renewal,
amendment or modification of any Federal contract, grant, loan or
cooperative agreement.
2) If any funds other than Federal appropriated funds have been paid or will be
paid to any person for influencing or attempting to influence an officer or
employee of any agency, a Member of Congress, an officer or employee of
Congress, or an employee of a Member of Congress in connection with this
Federal contract, grant, loan or cooperative agreement, the undersigned shall
complete and submit Standard Form - LLL, "Disclosure Form to Report
Lobbying," in accordance with its instructions.
3) The undersigned shall require that the language of this certification be
included in the award documents for all subawards at all tiers (including
agreements) and that all subrecipients shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was
placed when this transaction was made or entered into. Submission of this
certification is a prerequisite for making or entering into this transaction imposed by
31 U.S.C. 1352. Any person who fails to file the required certification shall be
subject to a civil penalty of not less than $10,000 and not more that $100,000 for
each such failure.
Wesley Bosch
Grantee/Contractor Organization
c:; /Jni~
Ing Official Signature
Wesley Bosch
Exhibit C
Certification Reqardinq Druq-Free Workplace Requirements
The certification set out below is a material representation upon which reliance is placed by the
U.S. Department of Housing and Urban Development in awarding the grant. If it is later
determined that the contractor knowingly rendered a false certification, or otherwise violates the
requirements of the Drug-Free Workplace Act, the U.S. Department of Housing and Urban
Development, in addition to any other remedies available to the Federal Government, may take
action authorized under the Drug-Free Workplace Act.
CERTIFICATION
A. The contractor certifies that it will provide a drug-free workplace by:
(a) Publishing a statement notifying employees that the unlawful manufacture,
distribution, dispensing, possession or use of a controlled substance is prohibited
in the contractor's workplace and specifying the actions that will be taken against
employees for violation of such prohibition;
(b) Establishing a drug-free awareness program to inform employees about -
(1) The dangers of drug abuse in the workplace;
(2) The contractor's policy of maintaining a drug-free workplace;
(3) Any available drug counseling, rehabilitation, and employee assistance
program; and
(4) the penalties that may be imposed upon employees for drug abuse
violations occurring in the workplace;
(c) Making it a requirement that each employee who will be engaged in the
performance of the grant be given a copy of the statement required by paragraph
(a);
(d) Notifying the employee in the statement required by paragraph (a) that, as a
condition of employment under the contract, the employee will -
(1) Abide by the terms of the statement; and
(2) Notify the employer of any criminal drug statute conviction for a violation
occurring in the workplace no later than five days after such conviction.
(e) Notifying the U.S. Department of Housing and Urban Development within ten days
after receiving notice under subparagraph (d)(2) from an employee or otherwise
receiving actual notice of such conviction;
Pg. 2
(t) Taking one of the following actions, within 30 days of receiving notice under
subparagraph (d)(2). with respect to any employee who is so convicted -
(1) Taking appropriate personnel action against such an employee, up to and
including termination; or
(2) Requiring such employee to participate satisfactorily in a drug abuse
assistance or rehabilitation program approved for such purposes by a
Federal, State, or local health, law enforcement, or other appropriate
agency;
(g) Making a good faith effort to continue to maintain a drug-free workplace through
implementation of paragraphs (a). (b). (c). (d). (e) and (t).
B. The contractor shall insert in the space provided on the attached "Place of Performance"
form the site(s) for the performance of work to be carried out with the grant funds
(including street address, city, county, state, and zip code). the contractor further
certifies that, if it is subsequently determined that additional sites will be used for the
performance of work under the contract, it shall notify the U.S. Department of Housing
and Urban Development immediately upon the decision to use such additional sites by
submitting a revised "Place of Performance" form.
Dated:
7 / (' / u \---
I (
Whd' (), ;JoL
Program o;7erator t
DIVISION OF EMPLOYMENT SERVICES
PLACE OF PERFORMANCE
FOR CERTIFICATION REGARDING DRUG-FREE WORKPLACE REQUIREMENTS
Name:
Wesley Bosch
Wesley Bosch
Name of Contractor:
Contractor Number:
A2005-167
Date:
July 5, 2005
The Contractor shall insert in the space provided below the site(s) expected
to be used for the performance of work under the contract convered by the
certification:
Place of Performance (include street address, city, county, state, zip code
for each site):
1000 E. Santa Ana Blve. #200
Santa Ana, CA 92701
Exhibit D
Contractor agrees that in addition to those agreements and obligations specified in the
contract boiler plate, program narrative and statement of work, they will also adhere to
and obey the following provisions, assurances, and certifications.
ARTICLES
I) Contractor assures and certifies that where applicable, classroom training
instructors are properly credentialed, and training curriculums comply with State
'Education Codes.
2) Contractor assures and certifies that any requested modification to this agreement
must be submitted in writing, explaining requested changes and rationale.
Contractor further assures that no modification will be implemented without prior
written approval from the Santa Ana Local Workforce Investment Area's Board.
3) Contract assures and certifies that they are in good standing with the California
Secretary of State Franchise Tax Board and Internal Revenue Service.
4) Contract agrees to coop'erate with any monitoring, inspection, audit, or
investigations of activities related to this agreement as may be scheduled and
conducted by the Santa Ana Local Workforce Investment Area's Board.
.~
. .
Certificate of Insurance (Proof of Coverage) Date Issued: 8/4/2006
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFO~LUION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFlCATE
HOLDER THIS CERTIFICATE DOES NOT AMEND EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW
.
Insured Name and Mallin!!: Address ~ Pro!!:ram Administrator
Wesley A. Bosch A-.)..oOS- i~7 Administered By:
;4-~f.,..;J.;)..g CPH and Associates
1000 E. Santa Ana Blvd. #200 711 S. Dearborn, Suite 205
Santa Ana, CA 92701 Chicago, IL 60605
.Additional insured locations are often requested by individual
business uwners who hal'f! more than one office. I.our em'erage is Underwritten By:
portable, meaning that you are covered at any location for practice Philadelphia Indemnit). Insunmce Company
lInder the occlIIJation{s) listed on rOllr Dolicr. :-
Coverage
Policy #: PHCP025487 Effective Date: 08/01106 ./ I Expimtion Date: 08/01107 ./
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN IS,VED TO THE IN,VRED NAt>IED ABOVE FOR THE POLICY PERIOD INDICATED
NOTWITHSTANDIN'G ANY REQUIREMENT, TEJU..I OR CONDITION OF ANY CONTR.-\CT OR OTHER DOCUMENT WITH RESPECT TO v''HICH THIS
CERTIFICATE t>J.W BE ISSUED OR MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERt>IS.
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOV.'N !\IA Y HAVE BEEN REDUCED BY PAID CLAIMS.
Limits of Liability
EACH OCCURRENCE AGGREGA TE Coverage Part
(Per individual claim) (Fotal amount per f)Olicv year)
$1,000,000 $3,000,000 Professional Liability
N/A N/A Commercial General Liability
Includes: General LlabUity, Fire & \V iller
Le.al L1abllit>' and Personal Liability
$1,000,000 $3,000,000 SUDnlernental Liabilitv
Unlimited Unlimited Defense EXDense Coverage
$25,000 $25,000 State Licensing Board
Investi!!:ation Expense Covem!!:e
$5,000 $5,000 Assault Coverage
$5,000 $15,000 DeDosition Exnense Benefit
$2,500/person $25,000 Medical Exnense Covera!!:e
$2,500 $2,500 First Aid Coverage
Description/Spechll Pro\'isions:
Certificate Holder Cancellation
City of Sllnla All:.l, Its Officers, Agent'i, Should an)" of the above described policy be cancelled before the expiration date
and Employees thereof, the issuing insW'er will endeavor to mail 30 da~'s written notice to the
P.O. Box 1983 certificate holder named to the left, but failure to do so shall impose no obligation
Sanbl Anu. CA 92702
or liabilitv of any kind u on the insurer, its a!!:ents or representatives.
Holder has also been added to the polic)" as an Authorized Representative -
additional insured:" PH.
_Yes/XNo (.
**If the certificate hoMer b an ADDITIONAL INSURED, the
Ilolicy(les) must be en(lorsed. A statement on this certificate does not
confer rights to the certificate holder in lieu of !l'Uch endorsement(s). C. Philip Hodson
DISCLAIl\IER: The Certificate of Insurance does not constitute III contnlct benyeen the issuing insurer(s), authorized represent.ltivf
or produce.", and the certificate holder, nor does it ;;lffiroll.ltinly or negnti'vely nmend, extend, or alter the COyer41ge afforded by the
policies listed the,'eon.
\ F ?~?l) \' ~::. ,)
.~-f) FOR1\1
i~~l)..
Lie. No. MFC16179
1000 E. Santa Ana Blvd., #200
Wesley A. Bosch, M.A.
Santa Ana, CA 92701 (714) 565.2648
August 4, 2006
City of Santa Ana
Santa Ana W/OfR!K Center
1000 E. Santa Ana Blvd., Suite 200
Santa Ana, CA 92701
To Whom It May Concern:
I, Wesley A. Bosch, certify that I will immediately notify the City of Santa Ana if my
professional liability policy changes in any way or is cancelled. My policy number is
PHCP025487 and is administered by CPH & Associates of Chicago, IL and underwritten by
Philadelphia Indemnity Insurance Company.
IP~ w.!pL
Wesley A. Bosch, M.A.
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MARRIAGE
LICENSE NO; MFC16179
RECEIPT NO. 13300071
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. VALID UNTIL JULY 31, 2007
WESLEY ALLAN BOSCH
1000 E SANTA ANA BLVD #200
SANTA ANA CA 92701
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. . Div"lsion :2. Chapter >13, oCtlteBUSlNESS
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