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HomeMy WebLinkAboutItem 07 - Appointments to the Santa Ana Workforce Development BoardCommunity Development Agency .; www.santa-ana.org/cd Item # 7 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report January 20, 2026 TOPIC: Appointments to the Santa Ana Workforce Development Board AGENDA TITLE Appoint Members to the Santa Ana Workforce Development Board RECOMMENDED ACTION Appoint the following individuals to the Santa Ana Workforce Development Board: Kathy Jumper (replacing Darren Rutledge) for a partial four-year term expiring May 31, 2028, Christine Martinez (replacing Maria Rosa Lopez) for a partial four-year term expiring May 31, 2028, and Dr. Lorraine Perez for a partial four-year term expiring May 31, 2026. GOVERNMENT CODE §84308 APPLIES: No DISCUSSION On May 17, 2016, the City Council of the City of Santa Ana (City) adopted Resolution 2016-031 establishing the Santa Ana Workforce Development Board (WDB) and appointed 25 members. The WDB works in partnership with the City Council to provide workforce policy input and guidance for the City's workforce system to meet the employment and labor needs of residents and businesses pursuant to the Workforce Innovation and Opportunity Act (WIOA) of 2014. Per WIOA Section 107(b)(2)(A-D), a local WDB board will consist of representatives from specific membership categories, with the number of members in each category proportionally determined based on total membership. Additionally, federal law requires that more than 50% of the board consist of representatives from the local business sector. WDB Board members are appointed by City Council in the following categories prescribed by law: • Local business representatives 13 members • Labor representatives (including labor organizations, 5 members registered apprenticeship programs, and/or community - based organizations) • Local education institution representatives 3 members • Government entity representatives 4 members (Dept. of Rehabilitation, Social Services Agency, EDD, and Economic Development) Appointments to the Santa Ana Workforce Development Board January 20, 2026 Page 2 The City Clerk's Office maintains a public roster of members and posts notices of vacancies. As part of the internal process for identifying and selecting qualified business representatives, staff collaborates with the City's Economic Development Division and the local Chamber of Commerce. Staff then engages directly with prospective business representatives to confirm their interest in serving, their level of organizational decision - making authority, and their industry expertise. In accordance with WIOA regulations, private sector representatives must hold substantial decision -making authority within their organizations and demonstrate relevant industry knowledge. For non —private sector seats on the Workforce Development Board, nominations are submitted by the designated oversight organization representing the applicable category. The WDB currently has vacancies in the local business, labor, and education categories and the following individuals are recommended for appointment: Ms. Kathy Jumper, President and Chief Executive Officer of Orange County's Credit Union, is recommended for appointment as a local business representative for a partial term expiring May 31, 2028. Ms. Jumper will replace Darren Rutledge, who resigned due to a change in employment (Exhibit 1). Ms. Christine Martinez, Workforce Coordinator with United Food and Commercial Workers Local 324, is recommended for appointment as a labor representative for a partial term expiring May 31, 2028. Ms. Martinez will replace Maria Rosa Lopez, who retired (Exhibit 2). Dr. Lorraine Perez, Superintendent of Schools for the Santa Ana Unified School District, is recommended for appointment as an education representative for a partial term expiring May 31, 2026. Dr. Perez will represent local K-12 education and the implementation of Career Technical Education programs for students (Exhibit 3). All recommended appointees have expressed interest in serving and contributing their expertise from their respective fields to the WDB. FISCAL IMPACT There is no fiscal impact associated with this item. EXHIBIT(S) 1. Resume — Kathy Jumper, Local Business Representative 2. Resume — Christine Martinez. Labor Representative 3. Biography — Dr. Lorraine Perez, Education Representative Submitted By: Michael L. Garcia, Executive Director of Community Development Approved By: Alvaro Nunez, City Manager EXHIBIT 1 KATHY JUMPER Kjum er oran ecount scu.org LinkedIn EXECUTIVE MANAGEMENT REVENUE OPTIMIZATION -- MERGERS & ACQUISITIONS -- STRATEGIC PLANNING -- MULTILEVEL OPERATIONS — VISION EDUCATION M.B.A. Master of Business Administration; University of Nevada, Las Vegas Postgraduate ABA Executive Banking School; Georgetown University BS Bachelor of Science; University of Phoenix PROFESSIONAL EXPERIENCE President & CEO 8/2023 — Current Orange County's Credit Union ($3.OB) Santa Ana, CA ■ Strategic leadership: Working with Board of Directors and Executive Team to establish and achieve long range goals ■ Driving our Mission: Maximizing the fulfillment of community needs with new levels of affordable housing funding ■ Scaling Growth: Building from the ground up with high -impact ROI growth strategies and new strategic partnerships Chief Retail Officer Memberslst Federal Credit Union ($7B) 10/2018 — 8/2023 Mechanicsburg, PA ■ Built high performing team of 750+ associates which grew revenue from $58M to $125M and assets from $4B to $7B ■ Develop and implement enterprise strategies and short-term initiatives including culture evolution, market expansion, product development, service and sales model ■ Backoffice Operations (EFT, Loan Servicing, ATM, Research and Development, Branch Operations, Enterprise QA), Retail Banking (60 Branches), Digital Engagement, Business Intelligence, Wealth Management, and Contact Center ■ Create modernized operational performance by building CU culture, reengineering processes, and delivering technology ■ Chair loan and deposit strategy ESC and ALCO voting member. Monthly reporting to the Board of Directors ■ NAFCU Payments and Cyber Committee Senior Vice President/ Chief Operations Officer 10/2012 — 10/2018 InTouch Credit Union ($13B) Dallas, TX ■ Leadership of Retail Banking, Marketing, Operations, Business Lending, Card Services, and Call Center ■ Strategic development and execution. Signature achievements: Led member delivery transformation to incorporate efficient electronic delivery channels, led transformation of member contact centers, and streamline member services processes; restructured delivery and operational automation ■ Spearheaded the development, communication and implementation of effective growth strategies ■ Initiated, led, implemented 4 mergers ■ Member of the Audit, M&A, and ALCO committee. Monthly reporting to the Board of Directors EXHIBIT 1 KATHY JUMPER Page 2 Senior Vice President/Retail Executive, NW Ohio 03/2010 — 3/2012 Fifth Third Bancorp, NW Ohio ($117B) Ohio ■ Led a $3.5B retail operation with 450 employees. Responsible for Retail Banking, Small Business Banking, and Preferred Banking. Delivered sustained growth and year over year market share growth ■ Set policies, controls, and systems for operational strength and efficiency ■ Applied experience in process improvement: analyzing processes, benchmarking, best practices, and redesigns. ■ Responsible for strategic planning and execution of program strategy and policy ■ Served on the ALM and Loan committees. Delivered monthly performance report to the Board of Directors Executive Vice President/Chief Operating Officer 04/2008 — 02/2010 Capitol Bancorp/1st Commerce Bank (1 ` Commerce Bank is part of Capitol Bancorp a $5B financial institution) Nevada Executive Vice President/ Retail Banking, 04/2004 — 04/2008 Colonial Bank(Colonial Bank, NV a $2. SB affiliate; subsidiary of Colonial Group a $27B financial institution.) Nevada Vice President/Market Manager Assistant Vice President/Branch Manager Nevada State Bank ($8B affiliate; subsidiary of Zion's Bancorp a $55B financial institution) COMMUNITY LEADERSHIP ■ 2022 American Banker Most Powerful Women in Credit Unions ■ NAFCU Regulatory and Cyber Committee; 2019 to current ■ Branch of the Future and Customer Contact Week speaker 2020 to current ■ Frisco Economic Development; Board Member; 2016-2018 ■ Komen North Texas "Big Wig" and Grant Reviewer 2016 & 2017 ■ Plano Symphony; Board Member; 2016-2018 ■ Lucas County Library District; Board Member; 2011-2012 ■ Lucas County Workforce Investment; Board Member; 2011-2012 ■ Make a Wish; Board Member; 2011-2012 ■ Nellis Air Force Base — Honorary Commander 2007-2010 ■ Henderson Economic Division; Board Member/Foundation Board; 2007-2010 ■ Henderson Library Board; Board Member; 2006-2010 11/1999 — 4/2004 10/1996 — 11/1999 Nevada EXHIBIT 2 z OCLF a range County Labor Federation., AFL-CIO y f�O �O 309 N. RAMPART STREET, SUITE A - ORANGE, CALIFORNIA 92868 (714) 385-1534 - FAX: (714) 385-1544 - E-MAIL: info@oclabor.org September 3, 2025 Santa Ana Workforce Development Board 801 W. Civic Center Dr., Suite 200 Santa Ana, CA 92701 RE: SANTA ANA WDB NOMINATION FOR CHRISTINE MARTINEZ To Whom It May Concern, The Orange County Labor Federation, AFL-CIO would like to nominate Christine Martinez for appointment to the Santa Ana Workforce Development Board. Ms. Martinez is currently an organizer for the United Food & Commercial Workers Local 324 (UFCW 324). UFCW Local 324 members are from many backgrounds and walks of life, but come together as the UFCW for the shared goal of achieving the American Dream. Ms. Martinez represents a diverse membership in Orange County and is steadfast in her commitment to quality jobs for Orange County's working families. The Orange County Labor Federation, AFL-CIO currently represents more than 97 unions in Orange County who represent more than 270,000 union members in the county. We ask for your cooperation and speedy action on this nomination. Sincere) , 1 Gloria Alvarado Executive Director www.oclabor.org ®„ EXHIBIT 2 Christine Martinez UFCW Local 324 Workforce And Development Coordinator cmartinez@ufcw324.org Professional Summary Dynamic Workforce Coordinator with extensive experience in workforce development, equity initiatives, and labor advocacy. Strong background in creating and implementing training programs that promote safety, inclusion, and professional development. Proven ability to collaborate with diverse stakeholders, manage workforce partnerships, and drive community engagement. Dedicated to advancing high -road workforce initiatives that empower workers and strengthen local economies. Professional Experience • UFCW Local 324 - Workforce Coordinator April 2022 - Present I Orange County, CA • Designed and delivered over 20 workforce training programs focused on cultural competency, health and safety, and leadership development. • Implemented Health & Safety initiatives for SPURS, improving hazard reporting and accountability. • Region 8- UFCW Outreach Board Member representing our 2SLGBTQIA+ Constituency Group, fostering inclusive policies and awareness. • Supported contract campaigns and member engagement for Food 4 Less, Rite Aid, and CVS workers. • Partnered with CPHA to coordinate statewide pharmacy technician immunization certification training programs. • Advocated for workforce safety and compliance in quarterly pharmacy labor-management meetings. • Ralphs Pharmacy - Lead Pharmacy Technician 2015 - Jan 2022 1 Pasadena, CA • Process prescriptions and verify medication accuracy under pharmacist supervision. • Coordinate patient payments, deliveries, and insurance authorizations. • Supported system improvements that enhanced patient adherence and workflow efficiency. • Pavilions (Safeway/Albertsons Division) - Pharmacy Technician 2011- 2015 1 Valencia, CA EXHIBIT 2 • Assisted in prescription processing, refill approvals, and insurance authorizations. • Maintained compliance with pharmacy regulations and provided excellent customer service. Key Projects & Achievements • Led California's first 2SLGBTQ+ Cultural Competency CE training for pharmacy technicians. • Spearheaded workforce advocacy for grocery, pharmacy, and cannabis industry safety standards. • Organized Pandemic Stimulus Workshops for grocery workers to access essential relief benefits. • Coordinated statewide immunization certification training for over 100 pharmacy technicians. Education & Certifications • Cal State Northridge - Coursework in Criminology • Corinthian College, Reseda - Pharmacology • California Pharmacy Technician License #111770 • APhA Immunization Certification for Pharmacy Technicians • Pediatric Health & Safety License #H47146 (A.R.C.) Professional Development & Specialized Training • High Road Training Partnerships (HRTP) Webinars - UC Berkeley • Workforce GPS: Unemployment Insurance Initiatives • Dr. Eli Green's Trans -Affirming Workplaces Training •UFCW Health & Safety Program for SPURS • UFCW Pharmacy Workforce & Safety Committee Meetings Community & Union Engagement • Coordinated UFCW participation in Halifax and Orange County Pride Parades. • Facilitated sign -making workshops for labor and advocacy events. • Supported Food 4 Less, Rite Aid, and CVS workers through contract actions and rallies. • Served as a panelist on UFCW's Outreach Executive Board, advocating for inclusivity and workforce safety. Skills • Workforce Training & Development • Labor Relations & Union Advocacy • Health & Safety Program Implementation • Inclusive Leadership & Equity Advocacy • Data Analysis & Reporting References Available upon request. EXHIBIT 3 Lorraine M. Perez, Ed-D. Bio Lorraine M. Perez, Ed.D. is a seasoned educator and advocate for students and families, currently serving as Superintendent of Schools for the Santa Ana Unified School District (SAUSD). Superintendent Perez's priority academic focus areas include Early Literacy and Reading by Grade 3; English Learner progress and Designated ELD; and College and Career Readiness. Dr. Perez also currently serves as a Director for the Santa Ana Chamber of Commerce. Previously, Dr. Perez served as Deputy Superintendent of SAUSD, where her work focused on building comprehensive and aligned systems to support implementation of the District's Graduate Profile. This work embedded student achievement, social -emotional wellness, and family and community engagement into the DNA of the District. Prior to joining SAUSD, Dr. Perez served the San Bernardino City Unified School District in multiple leadership roles, including Assistant Superintendent of Educational Services, Assistant Superintendent of Student Services, Director of Elementary Instruction, and Coordinator of Elementary Instruction. In these roles, she led efforts to develop systems supporting student health and mental wellness, academic achievement, before- and after -school programs, family engagement, early childhood and adult education, and specialized programs serving homeless and foster youth. Dr. Perez began her career in education as a teacher in the Baldwin Park Unified School District. She later served as a principal at one of the District's dual language schools, an experience she credits as foundational to her instructional leadership and her commitment to engaging parents as partners in their children's education. Dr. Perez earned her Doctor of Education from the University of Southern California and both her bachelor's and master's degrees from California State University, Fullerton, where she later served on the Board of Directors for the Alumni Association. Her professional experience also includes work with The Walt Disney Company and ownership of a small business. In addition, she has served her community for more than 15 years as a City Commissioner, including service on the Economic Development Commission and the Parks and Recreation Commission.