HomeMy WebLinkAbout13C - APPT WIB BOARDREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
JUNE 18, 2007
TITLE.
APPOINTMENT OF MEMBERS TO THE
SANTA ANA WORKFORCE INVESTMENT
BOARD
CITY MANAGER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
^ As Recommended
^ As Amended
^ Ordinance onlsaReading
^ Ordinance on 2 Reading
^ Implementing Resolution
^ Set Public Hearing For
CONTINUED 70
FILE NUMBER
Appoint Mr. Lee McMurtray, Vice President of Commercial Banking, Cass
Commercial Bank, as a private sector member and Mr. Benjamin Blank,
Deputy Director, O.C. Social Services Agency, to the mandated Social
Services seat on the Santa Ana Workforce Investment Board.
WORKFORCE INVESMENT BOARD MOTION
At its regular meeting of May 11, 2007, by a vote of 17:0 (Ray,
abstained; Beasley, Campanelli, Chapman, Figueroa, Kanda, Lewis, Oakes,
Quarles, Zarate absent) the Workforce Investment Board recommended that
the City Council appoint Mr. Lee McMurtray, Vice President Commercial
Banking, Cass Commercial Bank, as a private sector member, and Mr.
Benjamin Blank, Deputy Director, O.C. Social Services Agency to the
mandated Social Services seat on the Santa Ana Workforce Investment Board
for four-year
DISCUSSION
On March 6, 2000, the Santa Ana City Council adopted a resolution
establishing the Santa Ana Workforce Investment Board and appointed 35
members. In accordance with the federal legislation, a majority of the
Board members and the Board Chair must come from the private sector. The
remaining Board members would represent education, non-profit
organizations, one-stop mandated partners and local labor organizations.
Currently, there are five mandated private sector vacancies on the Board
and three public sector mandated vacancies consisting of one social
services agency, one migrant and seasonal farm worker seat, and one local
labor seat. After an extensive recruitment campaign and interview
process, the Marketing Committee is recommending Mr. Lee McMurtray as a
13C-1
Appointment of Members to the WIB
June 18, 2007
Page 2
private sector member (Exhibit 1). The 0. C. Social Services Agency has
nominated Mr. Benjamin Blank, Deputy Director, Family Self-Sufficiency
Division, to fill that mandated seat (Exhibit 2). Staff will continue to
work to fill the remaining vacancies on the Board.
FISCAL IMPACT
There is no fiscal impact associated with this action.
^~~
Ste hen G. Ha ding
Deputy City nager for Development Services
Community Development Agency
SGH/FJ/mlr
H:\ACTIONS\2007 CC\ApptMemberstoWIB-MCMurtraySBlank 6-16-07.doc
13C-2
M. Lee McMurtray
3000 W MacArthur Blvd
Santa Ana, CA 92704
OBJECTIVE: To utilize my 14 yeazs of banking and lending experience by advancing it with a
highly- successful, well-reputable company within a dynamic and limitless market.
STRENGTHS: Strong professional record:
• Proven business development and portfolio management skills.
• Strong knowledge of accounting and financial principles, marketing and
sales management, credit analysis, and economics.
• Possess the drive, intelligence and communication skills to succeed.
EXPERIENCE: Cass Commercial Bank, Santa Ana, CA September 2006- Present
Division Manager, Commercial Banking Division
• Team leader for all aspects of commercial banking division including
mazketing, public relations, community service and client growth.
• Manage a pipeline of over 15 clients per month.
• Consistently ranked in the top 10% of bankers within the company.
Sunwest Bank, Tustin, CA October 2004-September 2006
Vice President, Middle Market Commercial Banking
• Manage both real estate and C&I credits.
• Tazget mazket is businesses with annual sales from $lOMM to $100MM.
Bank of Bartlett, Bartlett, TN July 2002-August 2004
Vice President, Middle Market Commercial Banking
• Manage portfolio of $23 million in loans, $20 million in deposits.
• Loans ranged from $1MM to $4MM and were presented to a committee.
• Surpassed all quarterly and annual goals.
AmSouth Bank, Memphis, TN Sept 1998-July 2002
Vice President, Business Banking
• Surpassed all quarterly and annual sales goals by at least 10 Percent.
• Portfolio included manufacturing, distribution, service and wholesale industries.
National Bank of Commerce, Memphis, TN Mar 1994-Sept 1998
Vice President, Small Business Division
• Excellent formal training in financial analysis, credit structure and sales.
• Bank was consistently ranked among the top 5 performing banks in the U.S.
EDUCATION: University of Mississippi, B.B.A., Management, 1993, Accredited
American Institute of Banking:
Commercial Lending, Financial Accounting, Analyzing Financial
Statements, Principles of Law and Banking, and Economics for Bankers.
AFFILIATIONS: Ambassador-Santa Ana Chamber of Commerce
Member-Education Council, Santa Ana Chamber of Commerce
Committee Member-St. Joseph's Ballet, Santa Ana, CA
Exhibit 1
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13C-4
County of Orange
SOCIAL SERVICES AGENCY
888 N. MAIN STREET
SANTA ANA, CA 92701-3518
(714)541-7700
INCRID HARITA
DIRECTOR
ALISA DRAKODAIDIS
CHIEF DEPUTY DIRECTOR
JESS CARBAJAL
DIVISION DIRECTOR
ADMINISTRATIVESERVICES
REBECCA GUB)ER
DIVISION DIRECTOR
ADULTSERVICES &
ASSISTANCE PROGRAMS
MICHAEL L. RII.EY, Ph.D.
DIMS/ON DIRECTOR
CHILDREN & FAMILY SERVICES
March 5, 2007
Mike Hood, Chairman
Santa Ana Workforce Investment Board
P.O. Box 1988, M73
Santa Ana, CA 92702-1988
Mr. Hood,
PHYLLIS WATANABE
DIVISION DIRECTOR
FAMILY SELF-SUFFICIENCY
The County of Orange Social Services Agency (SSA) has a long and rewarding
partnership with the Santa Ana Workforce Investment Board (WIB). We are committed
to continuing and strengthening that partnership in the future. Due to unforeseen
circumstances, Pauline Notch has retired from county service and has resigned her
position on the Santa Ana WIB. It is with great pleasure that I nominate Benjamin Blank,
Deputy Director of the Family Self-Sufficiency Division (FSS), as a Workforce Investment
Board member representing SSA.
Benjamin Blank has been a SSA employee for over 21-years with progressively
responsible positions within the Agency. Benjamin has experience in Information
Technology, managed one of our SSA regions, had a significant role in planning and
implementing the CatWORKs/TANF Program, and is currently the FSS Deputy Director
with responsibility for the CaIWORKs Program. Benjamin's resume is attached for your
information and consideration.
Thank you for consideration of our nomination to represent SSA on the Santa Ana
Workforce Investment Board and we look forward to working closely with you in the
future.
Sincerely,
~?v~ , .~~
Phyllis Watanabe
Director, Family Self-Sufficiency
Attachment Exhibit 2
13C-5
BENJAMIN R. BLANK Home: (714) 523-2872
15527 Bluefield Ave. Office: (714) 541-7787
La Mirada, CA 90638 E-Mail: Ben.Blank@ssa.ocgov.com
Objective
Appointment to the Santa Ana Workforce Investment Board
Summary of Qualifications
Over 20 years experience administering human services programs, including legislative and regulatory
analyses; local policy development; fiscal and budgetary analyses; research and data compilation/presentation;
community collaboration; direct advisor to County of Orange Executive Management
Employment History and Relevant Experience
June 2005 to Present County of Orange Social Services Agency Santa Ana, CA
Deputy Director (Program Manager Ill), Family Self-SufFciency Division
• Oversight of CaIWORKs policy development and services
• Statewide networking and collaboration with the California Welfare Directors Association for strategy
and best practice development
• Development and maintenance of service delivery models
July 2003 to June 2005 County of Orange Social Services Agency Laguna Hills, CA
Regional Manager (Program Manager ll), Family Self-Sufficiency
• Manager of the Laguna Hills Regional Office, including approximately 75 employees in one primary
district office and one satellite office
• Responsible for direct services of the CaIWORKs Program to the public, including financial assistance,
employment services, and employment support services such as child care, transportation, behavioral
health services, and domestic abuse services
• Child abuse prevention in collaboration with the Children and Family Services Division
• Direct implementation of demonstration projects
2001 to 2003 County of Orange Social Services Agency Santa Ana, CA
Program Manager 1, CaIWORKs Incentive Funds, Family Self-SufFciency
• Oversight of innovative, prevention-focused programs funded by over $80 million in CaIWORKs
Incentive Funds
• Fiscal and budget analysis for CaIWORKs allocation of over $90 million
• Research and data analyses/presentation
• Legislative and regulatory analyses/presentation
2000 to 2001 County of Orange Social Services Agency Santa Ana, CA
Assistant Program Manager, Family Self-Sufficiency, Central Operations
• Central coordination of staffing and operational activities for Family Self-Sufficiency district offices
• Research and data analyses/presentation
• Legislative and regulatory analyses/presentation
1996 to 2000 County of Orange Social Services Agency Santa Ana, CA
Program Assistant and Assistant Program Manager, Family Self-Sufficiency, Welfare Reform Planning
• Planning and implementation of CaIWORKs Program
Education
Associate in Arts degree, Liberal Studies, Fullerton College, 1988
Orange County Leadership Academy, 2/05 to 6/05
Supervisory and Management Preparation, County of Orange
Affiliation
Orange County Child Care and Development Planning Council, 8/05 to Present
County Welfare Directors Association, Self-Sufficiency Committee, 4106 to Present
Exhibit 2
13C-6
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