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HomeMy WebLinkAbout13A - REAPPOINT WORKFORCE INVESTMENT BOARD MEMBERS REQUEST FOR COUNCIL ACTION CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: FEBRUARY 21, 2012 TITLE: APPROVED ? As Recommended REAPPOINTMENT OF WORKFORCE El Amended El Or dinance on 1St Reading INVESTMENT BOARD MEMBERS ? Ordinance on 2nd Reading ? Implementing Resolution ? Set Public Hearing For CONTINUED TO FILE NUMBER CITY MANAGER RECOMMENDED ACTION Reappoint Rob Claudio, Gilbert Davila, David Elliott, Lee de Leon, Marjorie Knitter, Erlinda Martinez, Steve Piwnica, Clarence Ray, Carlos de la Riva, Stacey Sanchez, and Daniel Su to the Santa Ana Workforce Investment Board for four-year terms. WORKFORCE INVESMENT BOARD RECOMMENDATION At its regular meeting of January 19, 2012, by a vote of 24:0 (Davila, Figueroa, Fischer, Gonzalez, Knitter, Lin, Ruiz, Sanchez, Su absent), the Workforce Investment Board recommended that the City Council reappoint Rob Claudio, Gilbert Davila, David Elliott, Lee de Leon, Marjorie Knitter, Erlinda Martinez, Steve Piwnica, Clarence Ray, Carlos de la Riva, Stacey Sanchez, and Daniel Su to the Santa Ana Workforce Investment Board for a four-year term. 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 represent education, non-profit organizations, one-stop mandated partners and local labor organizations. Presently, there are eleven board members whose terms expire in March 2012 and are being recommended for an additional four-year term reappointment to the Santa Ana Workforce Investment Board. The members' resumes are included as Exhibit 1, which detail their titles and employment. 13A-1 WIB Reappointments February 21, 2012 Page 2 FISCAL IMPACT There is no fiscal impact associated with this action. -t cj mac. j Nancy T. Ed rds Interim Exec ive Director Community Development Agency NTE/LO/kg Exhibit: 1. Resumes 13A-2 Bio for Rob Claudio Rob Claudio, a California native originally from Brawley, CA In the Imperial Valley, has been involved in economic development with government agencies and the private sector for over 20 years. He is a graduate of San Diego State University with a Bachelor of Arts Degree in Sociology and a self initiated Minor in Public Relations, Advertising and Management. For The Employment Development Department (EDD) he is the Deputy Division Chief for Orange County Workforce Services. Currently he serves as a member of the Orange County, Santa Ana & Anaheim Workforce Investment Boards. He served as the State Legislative Chair for the California Chapter of the International Association of Workforce Professionals (IAWP) for over 7 years. Rob has consulted & trained in the areas of teambuilding and "Leading with Excellence", with various groups, businesses and Partners for over 12 years. He now writes a standing column for the Cal-Liope Newsletter of IAWP, titled "Inventing Your Life", where he provides strategies, information and personal anecdotes, to help people achieve their personal & professional life goals. With undying enthusiasm, humor and dedication, Rob continues to involve as many people as he can in an effort to help them enjoy their life's journey! Rev 01112011 13A-3 EXHIBIT 1 13A-4 Gilbert Davila United Food & Commercial Workers Union Local 324 8530 Stanton Ave Buena Park, CA 90622 • Born in Dimmitt, Texas, of Mexican American parents who worked in the cotton fields as migrant workers. • Graduated from Pomona High School and attended Cal Poly Pomona before pursuing a boxing career. • 1982-87 Professional Boxing Career and Proud brother of Bantamweight Champion Albert Davila • 1991 Began his work in the grocery industry (Carlton's Market) before starting with UFCW, Local 1428, in Claremont, CA • 1992 promoted to the organizing department working as a special representative for five years • Started with UFCW, Local 324, in Buena Park, CA, and, in 2004, promoted to Director of Organizing. • Completed Labor Study Courses at the Los Angeles Trade-Tech Community College to earn a Labor Studies degree in the fall of 2011 • 2005-2008 served on the Advisory Board of the Orange County Congregation Community Organization • 2011 Co-chair for the CLUE Labor Relations Council • Executive Board Member for the United Food & Commercial Union, Local 324 Married to Anette Marie Davila and father of Austin 23, Alexis 22, Trevor 21, Carson 19 Tyler 18, Mekenzie 16, Nicholas 15 and PROUD grandpa of Jeron James Kunzwieler. 13A-5 13A-6 DAVID L. ELLIOTT Relationship Builder and Connector of People 24299 Pasco de Valencia 41124 Laguna Woods, CA 92637 (949)305.7987 home (714) 334.4994 cell (714)541.5353. ext 121 D1e11iott@cox.net www.davidelliottandassociates.com delliottr@i santaanachamber.coni Core Life Purpose: "Make a difference by serving God in building relationships, connecting people and being an influence" "Engaging, Aligning and Connecting baby boomer professionals in their P quarter quest in making a difference by changing lives" BE a CATALYST Mantra: "Anything I can do?" "Just do Good" We are only successful and significant by the people we surround ourselves with. Professional Qualities: Non Profit and For Profit Businesses/Organizations Leadership, visionary, people and team-oriented, energetic and goal driven. Skills in: business development, sales/marketing, public/community relations and fund development. Education: Master of Arts Azusa Pacific University Graduate work in Educational Administration Biola University . Bachelor of Science in Education University of Arizona Certificate in Fundraising Management, The Fundraising School, Indiana University Professional Affiliations: Board member of the Costa Mesa Chamber of Commerce Board member of the Hispanic Chamber of Commerce Board member of the Orange County YMCA Association 1 13A-7 Board member of the Saddleback Community College Foundation ProVisors Network Member The Barnabas Group American Association for Senior Executives Professional Experience: Santa Ana Chamber of Commerce 2010-present President and CEO Vanguard University of Southern California, 1994-2009 - Associate VP for University Relations 2000-2009 * Annually raised 125-150k in sponsorships for Christmas Fantasia and golf tournament * Recruited 20 of the 35 member Business Advisory Council for the School of Business * Represented and connected the university throughout the Orange County business community developing key strategic relationships * Provided leadership of Christmas Fantasia the premiere university event starting 10 years ago with 250 participants to this past year of over 2500 participants and performance at Segerstrom Hall * Directed all major university marketing buys and supervised publication of Vanguard magazine (2000-2003) - Executive Director University Foundation 2007-2009 * added to my portfolio 2.8 million endowment * Personally recruited 12 of the current board members * Assisted the establishment of the Professional Advisory Council for planned giving - Director/Dean School for Professional Studies 1994-2000 * Started the degree completion program from scratch with 2 staff and 20k marketing budget. 100k profit after first year 2 13A-8 Seven years later 18 staff, 300 students 3 million budget with 1.5 million profit margin * Served for 2 years as president of the South Coast Higher Education Council which included all community colleges and 4 year colleges and universities in Orange County * Served as a founding member of the Consortium for Southern California Colleges and Universities serving the Adult Learner (50 members) David Elliott and Associates, Inc. President and Founder 2004-present * Business development consulting/connecting for clients including: Exit Retirement Strategies, Al Frank Asset Management. Facilitator of the BOAT (Business Owner's Advisory Team) Client Advocate Network Managing Director 2008-present Clients include: Passkeys Foundation, Capata and Co., Summit Payroll, New York Life, Cross Media, Spyglass Realty, DGWB, Partners Bank, Coneybeare, Horizon Law and DocuSource UPG Sports, Inc. President and Founder 1993-2004 * Started this business providing youth and high school girl's basketball teams, tournament to participate in. Sold in 2004 and recognized as one of the premiere basketball tournament programs in the area serving over 1000 girls in its seven annual tournaments. Consultant Fundraising and administrative Consultant 1989-93 * Worked with area youth programs (Boys and Girls clubs, youth football and basketball programs and high school athletic teams) on various fund raising programs Mariners Church Director of Music 1984-88 3 13A-9 Started the first music program including choirs, special groups, musical productions etc Cedar Mill Church Director of Administration and Music 1981-84 x Created the "Sing Christmas" musical outreach program hosted at local hotels reaching over 2000 people El Cajon Christian High School Principal/Vice Principal 1978-81 Considered the youngest high school principal in the southwest with responsibility for 900 students and 50 faculty x Started Christian Conununity Theater with first production drawing over 6000 in attendance. Palo Verde Christian High School Principal/Athletic Director 1974-78 x Started the first athletic program x First high school principal starting with 9 students and growing in 3 years to 135 students State small school division basketball championship (coach) First ever fund raiser (Bike-a-thon) raised over $9,000 enough to purchase football uniforms and equipment for the first football team in school history 4 13A-10 Bio of David L. Elliott "The Putting Coach" RELATIONSHIP BUILDER and CONNECTOR of PEOPLE Mr. Elliott is a 25 year community member of Orange County. Recently served as Associate Vice President for University Relations at Vanguard University where he served effectively in several roles for over 15 years. In addition, Dave (as most people call him) is a Managing Director with Client Advocate Network and President of David Elliott & Associates, Inc. He is known throughout Orange County as a "Relationship Builder and Connector of People". His passion is "JUST DO GOOD" and you will make a difference. It is always about the people you are surrounded with that make you successful and significant. BS in Education from University of Arizona (Go CATS!) MA in Music from Azusa Pacific University (That's right) Core strengths include leadership, business development, marketing, fiend development, coaching/mentoring, RELATIONSHIP BUILDING and CONNECTING PEOPLE. All with a common sense approach. Who knows you and who do you know. Professional affiliations: current board member with YMCA Orange County Association, Costa Mesa and Hispanic Chambers of Commerce, Provisor's South Orange County and the American Association for Senior Executives. As a business development professional teaches "How to Build a Meaningful Relationship Network" and leads a successful Networking group: the Business Owner's Advisory Team (BOAT) Married to Sherri for over 4 years with 4 children and 11 grandchildren. We enjoy flan with others entertaining, playing golf, travel, dining, movies, theater etc. People are the KEY! w,vvw.Davidelliottandassociates.com wmv.cI ieritadvocatenetwork.corn Blog: davee-relationshipbuilderconnector.blogspot.corn/ 13A-11 13A-12 BIOGRAPHICAL SKETCH Rev. Lee de Leon Chief Executive Officer Templo Calvario Community Development Corporation Santa Ana, California Present Work Rev. de Leon is the founding CEO of an emerging CDC in the heart of Orange County, California. This CDC is a faith-based non-profit established by Templo Calvario, a church that has had a long history,of compassion. Under Rev. de Leon's leadership, the CDC has received national recognition by several national entities; among them are the Annie E. Casey Foundation and Wheaton College, which have recognized the CDC as a promising practice in the work it has done among immigrants. In addition, in the spring of 2004, the US Department of Health and Human Services featured the CDC in its series entitled "Snapshots of Compassion." Experience For over twenty-five years, Rev. de Leon has been actively involved ministry to communities In need. He has served as a pastor, church planter, non-profit director and founder of several organizations and partnerships. Education Rev. de Leon received his education at California Baptist University and at Azusa Pacific University (C.P. Haggard School of Theology). Accomplishments • Founder of Templo Calvario CDC (2002) • Founder of Eleazar Partnerships (2000) • Founder of Let's Partner Network (2000) • National Director of Convoy of Hope (1995-2000) • Founder of Mission Christian Center (1989) Affiliations/ Memberships • Eleazar Partnerships, Board President • Templo Calvario Fellowship, Ordained Minister • Christian Community Development Association, Member • National Association of Asset Builders, Member • Christian Reformed World Relief Committee, Regional Partner • We Care America, Senior Partner Revised: 5/3/04 2511 W. Fifth St., Santa Ana, CA 92703 (714) 543-3711 N (714) 543-2399 Fax www.tccdc.org 13A-13 13A-14 )arE GROUP Land Management Spo'cialists Marjor-le A. Knitter is the inspirational president of Paul A. Moote & Associates, Inc., dba The Moote Group, a Rill-service constriction management firm providing land development solutions to developers, builders, f municipalities and lenders in all aspects of land development and infrastructure programs from entitlement through finished lots. She is well known in the Southern California construction industry, with more than 25 years of experience in land management and active leadership roles in numerous related associations. Marjorie oversees all aspect of business planning, development and management for the Santa Ana, Calif.- based firm of 22 employees that specializes in engineering feasibility, land development cost estimates and all phases of construction management. She has personally been the bid/contract administrator for both public and private developments representing more than $500 million in construction specifications and contract documents as well as manages their core business of due diligence support providing finished lot cost estimates. Since assuming leadership of The Moote Group during the economic recession in 1990, Knitter has grown the family business from seven employees to 22 and expanded the firm's expertise from civil estimating and construction management to include bid solicitation, negotiations, contract preparation and administration, utility consulting and coordination, expert witness and litigation support, risk assessment, land use permitting and entitlement, and Constriction Reimbursement Support for both public and private projects throughout California, Arizona and Nevada. Diversification helped Tile Moote Group not only to survive, but to thrive, even in the cyclical real estate and construction industry. Knitter has industry connections that run deep, developed over years of leadership and active participation in numerous construction associations, and is the current chair of the Development Trends and Strategies Conference for the Orange County Building Industry Association. She is a regular speaker at universities and industry conferences on the topic of construction and development management. She also volunteers her time and expertise to Home Aide, Habitat for Humanity and the United Way Women's Philanthropy Fund. 1516 Brookhollow Drive, Santa Ana, CA 92705 Office: 714-751-5557 Fax: 714-751-4552 www.moote.com 1!.3.:,~:+,v?~".v?Yti~..ss~C ~~^s.'F:+.P.s~.ds r ~s,^~-.~ .mkcts..._v~-'~.,."'-ro--"~- ra'x`_~4"'.t^n'S.:~n -~x.-c_ .x. _-Y•~'LYia~:~syS v'.;.:5 t7°.~,sr_i_r2....i%aY;!~iSQS,.riNPr.:tw!~~ Paul A. Moote & Associates, /tic. 13A-15 Summary of Qualifications and Skills • Marketing and public relations • Bid /contract administrator for both public and private developments + Written and administrated over $500,000,000 public constriction specifications and contract documents • Field management, cost estimating, quantity takeoffs, project representation + Extensive project and constriction management experience • Budget negotiation and compliance adherence • Pro-Forma Building and Due Diligence Services • Staffing recruitment for project-specific personnel • Strong knowledge of industry specifics, global and local developments + Developed computer designs, proprietary spreadsheets and computer support teams • Review pre-bid activities, reporting formats, presentations and the contract award activities • Direct company operations and management • Provide company-wide report analysis CONSTR UCTION ASSOCIATION MEMBERSHIPS • Home Builders Council of the Orange County Building Industry Association- 1999 Volunteer of the Year, 2000 President - Member since 1989 + Building Industry Association / OC 2006 -2009 Chairperson + National Association of Home Builders - Member since 1989 • Environmental Management Association -Licensed Member since 1992 • Association of Construction Inspectors - Licensed Member since 1993 • American Association of Cost Engineering - Certified Member since 1996 • National Association of Women in Construction - Member Organization • Urban Land Institute, Orange County - Member • California Receivers Forun - Member + National Association California Bankruptcy Trustees - Member EDUCATION c& PROFESSIONAL AFFILIATIONS • Instructor: Construction Management, Cost Estimating & Bid Administration - Orange Coast College, University of California, Irvine • Regular Guest Speaker for the Light Construction and Development Management Program - University of California, Irvine • HBC Design Build Competition (1988 to 1999) - Chairman for a competition of high school, R.O.P. and junior colleges construction technology students. Students design and build an 8' x 10' structure to code over a two-day period, judged by city building officials, architects and home builders. + BIS Building Industry - Program Committee, Program Speaker • PCBC Pacific Coast Building Conference - Program Committee, Program Speaker • Crittenden Real Estate Conference, Program Speaker GP le:7d!!anagemed Sp4da!Isis Paul A. Moote & Associates, inc. 13A-16 COMMUNITY SERVICE INVOLVEMENT • American Business Women's Association (ABWA provides education scholarships to women who wish to enhance their careers through education) - 1990 Woman of the Year, 1991 President • United Way, Women's Philanthropy Fund - Active member since 2005 • Orange County Business Journal - 1996 Woman in Business Candidate • Howe Aide Project Playhouse - Committee, Sponsor • Habitat for Humanity - Active participant for Li-kind Sponsorship CURRE, A'T PROJECTS • Schleisman Joint Development Agreement. Representing a consortium of builders, (Shea Homes, D.R. Horton, Lennar Homes). As an independent third party, Marjorie has provided the initial budget of shared improvements, established the fair share analysis between the consortium, and is managing the constriction firnding, cash-flow scheduling, bid administration and construction contracts. 2007 to present. Construction value $9.700,000. • Audie Murphy Ranch. 2,200 residential lots, 580 acres. Partially completed master planned community. Cost to complete estimate for Bank of America during pre-foreclosure event. May 2009. Cost-to-complete value $130,000,000. • Etiwanda Residential Tract. 130 Finished Lots. Provided the cost to complete for the lender and assisted in the negotiations of the purchase price with the buyer. August 2009. GMVICKE raai ldaaayement .p2da!r: t> wz33-~-~..-:_<s,~~,~;.:.::~~: cr. ..,,"~.=,;ra~.~r..e~.. - _ r• - - - _ .~~=~rr,=~€wa3~~s~~r r.`.~,,. ~tr~.,z ~t ^ .ter-~ Paul A. Moote & Assoclatos, Inc. 13A-17 i 13A-18 Biography Eriinda Martinez, Ed.D Phone: (714) 564-6975 President martinez_erlinda@sac.edu x~ Dr. Erlinda Martinez was named president of Santa Ana College in March 2005. As leader of the 90-year-old institution, she guides its development as a flagship community college in Southern California. Reporting to the community college district chancellor, her responsibilities include planning, organizing, and implementing educational policy and procedures to develop curriculum and student support services, budget management, and leading the institution's fund development efforts. Prior to her presidency with Santa Ana College, Dr. Erlinda Martinez served as vice president for student services/assistant superintendent for Cerritos College in Norwalk, California. During this period, she was instrumental in developing the college's master plan and successful passage of a general obligation bond measure. Under her leadership, the college created a new gathering center for the campus including an amphitheater, and streamlined student registration processes. Before joining Cerritos College, Dr. Martinez was administrative dean and dean of students for Mission College in Santa Clara for nine years. Prior to this, she served as director of student affairs for El Camino College in Torrance, California. Earning a doctorate in education from the University of Southern California, Dr. Martinez' master's degree in counselor education was awarded by California State University, Los Angeles. She received a bachelor's degree in sociology from the University of California at Riverside. Among her professional activities are memberships on the Santa Ana Workforce Investment Board, the Kidworks Board of Directors, the Board of Governors for City University in Bellevue, Washington, as well as a member and mentor for the Association of California Community College Administrators. Dr. Martinez recently joined the Santa Ana College chapter of the Latina Leadership Network. She has been recognized for her professional and civic contributions by the National Council on Student Development, the Greater Lakewood Chamber of Commerce, and the National Hispanic Business Women's Association. AP-A Santa Ana College • 1530 W. 17di Street 0 Santa Ana, CA 92706 • (714) 564-6000 O www.sacollege.org 13A-19 I 13A-20 STEVEN J. PIWNICA 142 Jasmine Creek Drive Corona del Mar, CA 92625 (949) 721-1052 e-mail: stevepi-tv@yalioo.com SENIOR FINANCIAL EXECUTIVE - PROFILE A goal-oriented executive with 25+ years experience who combines a big picture perspective with detailed process knowledge and strong interpersonal skills to develop strategies, promote concepts and resolve complex problems. A proven leader and analytical manager with a track record of contributing strong profit improvernent through systems development, organizational restructuring, and a value-oriented focus in manufacturing and distribution. • Strategic Planning & Consulting • Corporate Finance & Accounting • Mergers & Acquisitions • Management Information Systems • Private Equity - Leveraged Buyouts • Contract Negotiations • Supply Chain Management • Energy Management PROFESSIONAL EXPERIENCE Chief Financial Officer & Ch ief Information Officer 1999 to present Royalty Carpet Mills, Inc. Privately-held carpet and yarn manufacturer with annual revenues exceeding $100 million. include all financial and accounting functions, the development and management Responsibilities of all information systems, oversight of warehousing operations, shipping, factory planning & scheduling, inventory planning and control, energy management, factory regulatory compliance and various administrative functions. Also responsible for contract negotiations, risk management, property management and all real estate transactions. • During 2006, worked with a major investment banking firm and equity buyers to arrange a buy- out offer at very favorable EBITDA multiples. Royalty's owners chose not to accept the offer. • "Rescued" the company from a near collapse of information systems through quick, decisive action in switching software vendors and devising a viable strategy for new system implementation. • Installed factory cogeneration systems to achieve more reliable and cheaper energy sourcing. • Developed full standard costing, comprehensive data mining & factory analysis. • Revamped demand forecasting systems, policies and procedures with sophisticated new cut table and order fill logic, resulting in reduced inventory losses and enhanced sale of aged and distressed goods. • Consolidated, integrated and streamlined all information systems, administrative and warehousing operations after the acquisition of another carpet mill. • Directed the litigation strategy in a major lawsuit and won a large award for damages. • Instituted a new and sophisticated freight invoicing system that achieved major repeat savings in freight costs. 13A-21 STEVEN J. PIWNICA, p. 2 Finance Manger and CFO 1998 to 1999 Cosmotronic Corporation, Irvine, CA $12 million printed circuit board manufacturer owned by investment group. Responsible for financial management of company in preparation for IPO. • Implemented sophisticated accounting systems and company-wide networking capabilities. • Created all financial reporting systems, budgeting processes and cash controls. • Team leader for the development of a new order entry and factory planning system. Vice President Finance and Administration 1995 to 1998 E.T.C. Carpet Mills, Santa Ana, CA Privately-held carpet manufacturer with three locations and annual revenues of $36 million. Responsible for financial, accounting, MIS, legal and contract functions together with production planning, distribution and customer service. • Stabilized operations and positioned the company for a change in ownership. • Break-even monthly sales level lowered from $3.2 million to $2.5 million through an intense cost reduction effort covering every aspect of operations. • Bank debt cut 50% or $2.4 million through the reduction of inventories, improvement in collections and elimination of non-essential spending. • Completed full strategic and operational review with recommendations for repositioning the company. • Completed acquisition of another carpet mill company. • De-factored credit and collections to improve customer service and increase cash flow. Senior Vice President and Treasurer 1990 to 1995 Tuftex Industries, Santa Fe Springs, CA Privately-held carpet manufacturer with revenues of $170 million and yarn mill with revenues of $60 million. Responsible for all financial, accounting, legal, factory scheduling, inventory planning and maquiladora operations. • Negotiated the sale of Tuftex Industries to Queen Carpet and supervised the merger of after-sale operations. • Added $8.5 million in value to the sale of Tuftex Industries through a combination of strong analysis, tough negotiations and smart tax strategies. • Consolidated functions and simplified administrative procedures while strengthening internal controls and improving office productivity; generated salary savings of over $1MM. • Introduced new employee benefits program that reduced costs by over $700,000 annually. Vice President, Controller 1986 to 1990 R & G Sloane Manufacturing Company, Sun Valley, CA Injection molding manufacturer of plastic valve and piping systems with annual sales of $80 million. Responsible for all financial, accounting, and legal Rinetions, including maquiladora operations. • Designed new analytical methods and reporting systems for accounting, marketing and production. • Successfully resolved bad debt totaling $2 million. • Designed and implemented a capacity model and shop floor data collection system to define production capacity and measure factory efficiency. 13A-22 STEVEN J. PIWNICA, p. 3 Other relevant experience: Financial Planning Manager Times Mirror Company, Los Angeles, CA Senior Financial Analyst Avery International, Pasadena, CA Senior Auditor Arthur Andersen & Co., Los Angeles, CA EDUCATION Masters of Business Administration -1978 Anderson School of Management, UCLA, Los Angeles, CA Masters of Arts Degree -1975 Graduate School of International Studies, University of Denver, CO Bachelor of Arts Degree -1973 Pomona College, Claremont, CA PROFESSIONAL CERTIFICATION and AFFILIATION Certified Public Accountant, State of California (expired) 13A-23 i 13A-24 RESUME CLARENCE W. "BUDDY" RAY CLAP, certified community Action Professional WORK PHONE: (714) 897-6670 x 3112 12640 Kitott Avenue, Garden Grove, CA 92841 EMPLOYMENT EXPERIENCE Community Action Partnership of O.C. - Garden Grove, California. Executive Director - 1987 to Present - Duties: Chief Executive Officer for private, nonprofit Community Action Agency serving Orange County (approximately 2.5 million population). Responsible for all operations and administration of agency with approximately $8 million operating budget and 50 full time employees. Major programs focus on helping low income persons overcome barriers to self sufficiency. Programs include: the Orange County Food Bank; Weatherization Assistance Programs for low income households; Human Services programs, e.g. consumer education, information & referral, crisis intervention, utility payment assistance and clearinghouse & information services. review of t fro committees agency Director of Program Review - 1986 to 1987 - Duties: Independent the systems; prepare contracts and grant documents; manage staff; prepare reports; staff Board of Directors. Clarence W. Ray, Self Employed - Garden Grove, California. Management Consultant - 1983 to 1986 - Duties: Review and make recommendations regarding agency management and systems; serve as grant writer; conduct and manage closeout of Orange County Manpower Commission (a joint powers consortium); audit resolution of more than $1 million of questioned costs. Orange County Manpower Commission - Santa Ana, California. Assistant.to the Executive Director - 1981 to 1983 - Duties: Serve as Independent Monitoring Chief, monitor internal disallowances external systems; resolve audit between OCMC and Department of Labor; advise. Executive Director a resolve a nd Boa d of Directors regarding programs and systems. Program Manager - 1980 to 1981 - Duties: Manage a staff of four (4) professional employees in the administration of employment and training programs and contracts. City of Fullerton, Personnel Department - Fullerton, California. and r employment oy ent and Manpower Programs Supervisor - 1977 to 1980 - Duties: Contract administrator training programs; conduct personnel recruitment; prepare job descriptions; prepare p recommendations to the City Council. City of Santa Ana, Community Relations Department - Santa Ana, California. Research Analyst / Manpower Planner - 1974 to 1977 - Duties: Planner, grant writer and contract administrator for employment and training programs; manage summer youth and public service employment programs. Community Organizer - 1973 to 1974 - Duties: Community outreach and research for the Community Relations Department; contract administration for the Santa Ana Housing Authority. 13A-25 RESUME CLARENCE IV. "BUDDY' RAY PAGE 2 OF 2 EDUCATION Bachelor-of Arts with a major in Sociology, California State University, Fullerton. Graduate level courses and supplemental training continuous throughout employment. CCAP, Certified Community Action Professional - certified by the National Association of Community Action Agencies. COMMUNITY SERVICES AND MEMBERSHIPS Santa Ana Private Industry Council Family Self Sufficiency, Program Coordinating Committee, Serving the Anaheim Housing Authority, Garden Grove Housing Authority, Orange County Housing Authority and Santa Ana Housing Authority). Committee Chair, 1993 to Present Orange County Emergency Food & Shelter Board, (Previously FEMA Local Board) Local Board for Emergency Food & Shelter Program funds and emergency shelter program funds. Board Vice Chair - 1990 to 1996. California Nevada Community Action Agency Family Preservation & Support Steering Committee (Orange County) National Association of Conununity Action Agencies Homeward Bound (previously Orange County Homeless Issues Task Force) Association of Southern California Environment and Energy Programs REFERENCES Provided upon request. 13A-26 Exhibit 1 CARLOS DE LA RIVA OBJECTIVE Management position utilizing my knowledge of Santa Ana's business community, project management, outreach, and workforce development. HIGHLIGHTS OF QUALIFICATIONS Proi ct Manaqement ® Experienced strategic and tactical planner. Consistently employed creative solutions to increase communications and team effectiveness, while using time efficiently to track progress and meet project goals. Project Areas Included but were not limited to process improvement, implementation of federal workforce programs, business retention and layoff aversion strategies. Economic Development Programs • Expertise in the City of Santa Ana's Enterprise Zone, International Trade, Empowerment Zone, Rapid Response and other business assistance programs. Provided extensive technical assistance in the development of Enterprise Zone eligibility guidelines. Public Relations • Solid reputation as a clear and creative communicator. Developed working relationships at all levels, with other government agencies, businesses and community organizations. Produced a quarterly newsletter. Business Outreach • Headed a team that regularly participated in outreach to local business to provide information regarding business assistance programs. In fiscal year-2005-2006, over 800 business were provided services . Management • WIA Program Coordinator for the City of Santa Ana. Planned, developed and implemented workforce development programs. Supervised 14 staff in the day-to-day operations of the Santa Ana One-Stop. Experienced in local policy development. • Builder and leader of effective organizations and teams. RELEVANT PROFESSIONAL EXPERIENCE CITY OF SANTA ANA, Santa Ana, California 1995 - Present Programs Manager For the last 11 years I have worked within the workforce development system overseeing Federal, State and locally funded programs providing services to Santa Ana's business clientele and job seekers. The workforce development activities of our agency have been closely coordinated with the activities of the City of Santa Ana's Economic Development efforts. Santa Ana businesses are one of our primary customers. I am currently overseeing business retention strategies for the City of Santa Ana. EDUCATION CALIFORNIA STATE UNIVERSITY FULLERTON, Fullerton, California Bachelor of Arts in Political Science, Emphasis on Public Administration AWARDS • Recipient of the City of Santa Ana's Exceptional Quality Service Award 2004-2005, 2002-2003, 1995-1996. 13A-27 I I I~ 13A-28 Stacey Lynn Sanchez 2339 Colgate Dr., Costa Mesa, CA 92626 714-979-5244 PROFESSIONAL EXPERIENCE EXECUTIVE DIRECTOR Southern California Reinvestment CDFI (3/05 to Present) Duties: Manage a multi-bank lending consortia's established in October 1995 for the purpose of providing structured balance sheet financing and Standby Letters of Credit to small business owners. Service Riverside, San Bernardino, Orange and contiguous counties. Responsibilities include organization policies/procedures, financial reporting, loan scivicing/processing, marketing, budget oversight, investor reporting and relations, personnel and credit portfolio management, fundraising, capitalization campaigns. Report to a board of directors, advisory board and investment committees. REGIONAL OFFICE MANAGER CDC Small Business Finance (8/03 to 3/05) Ditties: Provide support to Executive Vice President by developing and implementing special projects, providing marketing support, and other duties as assigned. General administration of Santa Ana, Riverside and Pasadena Office including direct supervision of support staff, point person for all facilities, and oversight of rewards and recognition and disciplinary actions if warranted. Represent CDC at business related functions and recommend CDC support in community development. Provide support to community development loan programs by assisting in capitalization campaigns, loan pool formations, assist in board management and marketing of community loan programs, Accomplishments: • Researched and proposed new phone system for company that met all corporate specifications. • Moved two existing office locations and opened new location in Pasadena, including lease negotiations, furniture and equipment purchases. • Successfully applied for Federal grant support for community loan program. LEAD ECONOMIC DEVELOPMENT SPECIALIST (EDS)/PUBLIC INFORMATION OFFICER(PIO) U.S. Small Business Administration Santa Ana District Office (12198 to 8/2003) Ditties: Lead EDS/PIO Developed and implemented a district-wide marketing strategy to encourage community and economic development agencies and other key resource partners to participate with SBA in providing assistance to small businesses. Served as SBA representative in discussion and meeting with community planners, local business owners, banking officials, politicians, citizen groups etc. 13A-29 Responsible for developing and maintaining media relationships and contacts, and meeting SBA's goals for publication of SBA programs and services. Accomplishments: • Successfully increased SBA's partieipat ion in key events in the district. • Developed power point presentations on all programs and services of the SBA improving the consistency and professionalism of speaker's bureau. • Increased participation by business organizations and lenders in SBA Small Business Week Awards, producing G national winners and 3 regional winners in two years. • Successfully increased the district's press covera ge of events, information and success stories, in local media and business organization and chamber newsletters. • Featured speaker for SBA programs and services at nearly 50 events in a three-year period. ANALYST - Stultz Financial, Newport Beach, CA (2/97-12/98) Duties: Screen clients for SBA loan program eligibility and prepare SBA loan packages. Analyze 7(a) companion loans and 504 companion first trust deed loans for potential sale on the secondary market. SMALL BUSINESS CONSULTANT - Pomona, Orange County, Torrance and Long Beach Small Business Development Centers (3/97-11/98) Duties: Prepared Minority and Women SBA Pre-Qualification Applications & reviewed potential applicants for program eligibility. Provided consulting to clients in financing, business plan development, and government procurement. Conducted business workshops on a variety of topics. PROCUREMENT/MARKETING SPECIALIST /JUNIOR FINANCIAL ANALYST NE' DA Minority Small Business Development Center (iYIBDC) San Bernardino (11/95-2197) Duties: Marketed the services of the MBDC to the Inland Empire ethnic business organizations and the local lending community through speaking engagements, exposition participation, publications in organization newsletters and local media, representation on conunittees and attendance at monthly mixers and special events. Provided management and technical assistance to local minority owned businesses in procurement, bonding, marketing & business plan development. Assisted Senior Financial Analysts by preparing loan applications, proforma financial and cash flow statements. Managed and promoted a Contractor's Plan-Room, which provided plans and specifications to local contractors. DISTRICT MANAGER - Standard Rent A Car -Sacramento, CA (6/85-4194) Ditties: Responsible for profitability, service, marketing, employee training, hiring and promotion for 5 retail locations, with 50 employees including 3 outside sales representatives, 5 managers, and 15 management trainees.. 13A-30 EDUCATION Bachelor of Science, Business Administration, California State University, Northridge Certificate - Mediation Skills, California State University, Long Beach 1/96 Certificate - Training Instructional Design, California State University, Long Beach 1/96 PROFESSIONAL a International Economic Development Council -Intro to Economic Development - 1/07 o SBA Eligibility and Packaging SOP 50-10 - National Association of Government Guaranteed Lenders - 7/98 e U.S. Small Business Administration - Commercial Credit 1; 1999 o U.S. Small Business Administration National Outreach Office Sales & Marketing Training - 1999 O U.S. Small Business Administration Marketing & Outreach Training - 2000 e U.S. Small Business Administration - Public Affairs Training - 2000 TECHNICAL Proficient in, Microsoft Word, Excel, PowerPoint, Outlook, Publisher and ACT. MEMEBERSHIPS e SBA Small Business Awards Planning Committee - 1999 to 2006 Asian Business Association Corporate Advisory Board - 2003 to 2006 '£ri-County Small Business Development Center Advisory Board - 2004 to present First 5 of Riverside County Task Force 2005 to present • San Bernardino Women's Business Center Advisory Board - 2006 to present AWARDS 1999 Minority Small Business Advocate by San Bernardino County Board of Supervisor 13A-31 SoCal Reinvestment CDFI Page 1 of 1 Home About Us Apply for a Loan FAQ Nevis Resources Contact Us History Board of. Directors History N Loan Committee Southern California Reinvestment CDFI (SCR) was established In January » Member Banks 2005 as a result of the merger between Inland Empire Lenders' Community Development Corporation, a Certified Development Financial Institution (CDFI) established In 1995 and Bankers' Small Business Community _ Development Corporation of Orange County, a Community Development Financial Institution (CDFI) established in 1995. Southern California Reinvestment CDFI is certified by the U.S. Department of Treasury as a Community Development Financial Institution (CDFI) and by the State of California, Department of Insurance California Organized Investment Network (COIN), as a California CDFI. F-.r Southern California Reinvestment CDFI Is a for profit corporation regulated =`r by the California Department of Corporations under lender license number 603 5113. Loan funds are established through the Investment Into loan pools by shareholders. The company is administered by CDC Small Business Finance through an Administrative Agreement and Memorandum of Understanding. The corporation was created to promote, develop and improve the economic conditions of people In Southern California with a focus on Orange, Riverside, and San Bernardino Counties. Through small business loans, and technical assistance SCR seeks to Improve the condition of small businesses, particularly those owned by minorities, women and persons In low to moderate Income census tracts. SCR strives to graduate borrowers to SBA or conventional bank financing in a three year period. 2006 SoCal Reivestment CDFI. Photos by Travis Kiger, lonnei Medina, and Raymond Shobe http://www.socaledfi.coinlabout 13A-32 10/22/2007 SoCal Reinvestment CDFI Page 1 of 1 Home About Us Apply for a Loan FAQ News Resources Contact Us { News Media Coverage •Thr ee-county program makes microloans to small business SoCal Reinvestment, a certified development financial Institution in Santa Ana, has received funding from 14 financial institutions for a new loan pool to make more than $1 million in small-business micro- _ _ loans. Read more... •$2 50,000 grant to help small businesses in O.C. Comerica Bank approved $910,000 in grants to four California nonprofit organizations that finance small businesses and first-time homebuyers. Read more... Newsletter Media Announcements Success Stories © 2006 SoCal Reivestment CDFI. Photos by Travis Kiger, Jonnel Medina, and Raymond Shobe http://Nvww.socalcdfi,com/news 13A-33 10/22/2007 In response to my conversation with Mr. Jalme Lopez, 1, Daniel D, Su, ani looking forward to dedicating my time to work with fellow volunteers In the Santa Ana Work Farce Investment Board. i am privileged to share with you my resume and the qualifications you have requested. I have over twenty-five years of extensive experlence throughout my pharmacy career. My work includes different settings within the pharmacy field ranging from hospital settings to independent retail pharmacy ownership. My hospital experience. extends train UCLA Medical I lospital, USC Medical Center, and pharmacies providing medical care for nursing home facilities (LTQ. In the scope of these practices, I worked as a health care team membor along-side physicians, nurses, and administrative staffs In delivering acute and critical medical care. While at Universal Care, Kaiser Permanente, FHP, and Talbert Medical Group, i furthered my pharmacy experiencu in HMO. I served in many communities while at Savons (CVS), and Walgreens. I am currently the CEO/Ci-O of Eddan, inc. and own two independent pharmacies, Farmacla Santa Ana and Farmacla Bristol, in which both retail pharmacies are in the city of Santa Ana. i am also involved in medical mission teams that go to third world countries in providing health core. Countries where I served Include Costa Rica, Venezuela, and Panama. from these wide-ranged health care experiences, I had opportunities to work along-side with physicians, nurses, insurance companies, and other healthcare providers. i was once a real estate agent Ind owned/ managed rental units. Being a resident of Orange County for over 25 years, i have watched Orange County grow. My desire now is to actively contribute to Orange County's growth. As a team member who shares a vision for Santa Ana, the heart of Orange County, motivating and ultimately achieving f benefits for people within this community is my goal, Thank you for your time. armada SANTA ANA f' . >!o N. Main St. r7artta Ana. CA ~7, o! { Mr,t0 i•i t 7i1nicl, P (S.ji 151,(J f- Fax: I`i'i ~Tz~>-i•i~• 13A-34