santa barbara community college district california...

Santa Barbara Community College District California Community Colleges Deputy Sector Navigator/Global Trade & Logistics Sector Chancellor’s Office RFA 13-157

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Chancellor’s Office California Community Colleges

Grant Number: 1 3 - 1 5 7

CONTACT PAGE

District Superintendent/President (or authorized Designee)

Name: Dr. Lori Gaskin Title: Superintendent/President

Phone: 805-965-0581 x 2211 Date: 4/25/13

Fax: 805-963-7222 Email Address: [email protected]

Responsible Administrator (Appropriate Program Area – Should not be the same as Project Director)

Name: Dr. Diane Hollems Title: Dean of Educational Programs

Phone: 805-683-8281 Date: 4/25/13


Project Director (Person responsible for conducting the daily operation of the grant)

Name: Melissa Moreno Title: Deputy Sector Navigator

Phone: 805-965-0581x 3643 Date: 4/25/13


Person Responsible for Data Entry

Name: Leana Bowman Title: Grant Coordinator

Phone: 805-965-0581 x 3718 Date: 4/25/13


Business Officer (or authorized Designee)

Name: Joe Sullivan Title: Vice President of Business Services

Phone: 805-965-0581 x2357 Date: 4/25/13


Person Responsible for Budget Certification

Name: Tonya Yescas Title: Account Tech III

Phone: 805-965-0581 x 2557 Date: 4/25/13


District/College: Santa Barbara Community College District/Santa Barbara City College

Address: 721 Cliff Drive

City: Santa Barbara State: CA Zip+4: 93109


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ABSTRACT (One Page) Santa Barbara City College is pleased to submit this application for the Deputy Sector Navigator for Global Trade & Logistics Sector for Region 6. Our choice for Deputy Sector Navigator is Melissa Moreno, currently the Director of SBCC’s Scheinfeld Center for Entrepreneurship and Satellite SBDC. Melissa has strong ties to not only to the business community but to the regional economic development agencies. She is a competent convener and planner capable of soliciting partners and coordinating regional events and trainings. As a region, our three priority sectors are Health, Manufacturing, Small Business and our two emerging sectors are ICT, and Water/Ag/Environmental Technologies. When choosing these sectors, we recognized that the Global Trade and Logistic Sector would be addressed concurrently as it is a vital component to the economic viability of all of them. As such, we wish to enhance the competitiveness and support for global trade opportunities across all of our chosen sectors in our region. For the purposes of this application, SBCC on behalf of the Deputy Sector Navigator has already forged commitments with: the economic development agencies of both San Luis Obispo and Ventura counties (EVC-SLO, EDC-VC); the ( regional mall Business Development Centers (SBDC), the US Department of Commerce (DOC); the District Export Council (DEC); all eight colleges of Region 6 (SBCC, College of the Canyons, Cuesta, Allan Hancock, Antelope Valley, Ventura, Moorpark and Oxnard); as well as the regional Workforce Investment Board. Eight of the fourteen partners have also committed to in-kind match towards the region’s success. In total, these partners have committed $202,663 in resources to support SBCC hosting the Deputy Sector Navigator including $22,423 in direct support from SBCC itself. Together, these partners will assess the needs of the region, identify the gaps in training, and then formulate strategies to address those needs and gaps into the strategic plan. Modifications to existing courses and certificate programs will be made or new courses or training programs will be developed to address the gaps identified in the strategic plan. To enhance enrollment and participation, these programs will be jointly promoted by colleges and our industry/economic development partners to attract not only college students but business community members. Additionally, the Deputy Sector Navigator will coordinate regional participation in global trade events and training programs; facilitate technical support and training to global businesses within the region; and collaborate with collaborate with dual enrollment/CTE programs and high school international business/entrepreneurship academies to facilitate the utilization of the pathways from those programs into the college global business and logistics programs. Lastly, the DSN will create a mini-grant program for high school global business and entrepreneurial programs to assist them with professional development, student leadership or curriculum development/articulation of global trade programs.


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TABLE OF CONTENTS Cover Letter from President Lori Gaskin 1 Contact Page 2 Abstract 3 Need 5 Response to Need 10 Workplan 17 Budget Budget Summary 22 Budget Detail 23 Budget Match 24 Project Management 25 Dissemination 30 Appendix A Organizational Chart 31 Appendix B Melissa Moreno Resume 32 Appendix C Recommendation Letters 34


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NEED (5-Pages) 1. Define the size, common characteristics of the businesses and workforce, locations, industry

associations, educational partners (including high schools, ROCPs, community colleges, universities and others), competitors, projected growth and prospect for positive outcomes in serving this regional industry sector. Please identify and discuss supply and demand gaps in this sector’s regional workforce.

CHARACTERISTICS OF THE REGION The region to be served by the Deputy Sector Navigator for Global Trade & Logistics for Region 6 encompasses a major 120-mile section of the south central coast of California including all of Ventura County, north through Santa Barbara County, to San Luis Obispo and 100-miles east to the Antelope Valley. Within this area there are many resources and partners:

Business/Workforce/Industry 1. Port of Hueneme, the only deep water port between Los Angeles and San

Francisco;

2. Three foreign trade zones, #205, 237 and 191;

3. District Export Council;

4. Workforce Investment Boards of Santa Barbara, Ventura and LA Counties;

5. Economic development agencies of both San Luis Obispo and Ventura counties,

Economic Development Corporation (SLO) and Economic Development

Collaborative of Ventura County;

6. Small Business Development Centers (SBDC); and

7. US Department of Commerce.

Education 1. Eight community colleges including Oxnard College, Ventura College, Moorpark

College, Cuesta College, John Hancock College, Santa Barbara City College,

College of the Canyons, Antelope Valley College;

2. Four universities, U.C. Santa Barbara, C.S.U. Channel Islands, Cal Poly San

Luis Obispo, and Cal Lutheran University;

3. Three high schools with international business programs, Santa Barbara,

Lompoc, San Marcos and Rio Mesa High Schools.

PROJECTED SECTOR GROWTH In California, international trade is a major component of the economy. According to the CalChamber website, “California is one of the 10 largest economies in the world with a gross state product of over $1.5 trillion. International related commerce accounts for approximately one-quarter of the state’s economy.” Nearly 20 percent of all foreign trade passes through California with 40 percent of the nation’s total container cargo handled by Los Angeles, Long Beach and Oakland ports. According to the Goods Movement Action Plan prepared by the California Business, Transportation and Housing Agency and CalEPA: “Global trends are converging to


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create opportunities for growth over the next 15 years. Shipments of containers are poised to double over the next 15 years and, perhaps triple over the next 20 years.” Therefore, the need for international trade related technical assistance and training are expected to increase if these current growth patterns persist. As reported in the Origin of Movement State Export Series, Bureau of the Census, Foreign Trade Division, “California exported globally to 224 foreign destinations.” In fact, California’s exports account for 12% of all U.S. exports (USDOC). SUPPLY AND DEMAND WORKFORCE GAPS It is estimated that about one in seven jobs in the state are directly related to trade, and any increase in trade by a million dollars equates to 11 new jobs (ITP). The potential employment within international trade related industries for the service area of the Deputy Sector Navigator for Region 6 is reflected in the table below compiled from the EDD.

Industry Ventura Santa Barbara

San Luis Obispo

Trade, Transportation, Utilities 55,600 27,400 20,200

Wholesale Trade 12,600 4,600 2,600

Retail Trade 37,100 19,900 13,900

Transportation, Warehousing, Utilities

5,900 2,900 3,700

Transportation and Warehousing 4,900 n/a 1,700

Telecommunications/Information 2,600 n/a 1,600

Total Employed 118,700 54,800 43,700

In addition to the job opportunities provided by directly trade related companies, there is another prominent component to international trade not to be overlooked—logistics/supply chain management across every industry sector. The frequent misconception is that logistics and supply chain managment only occur in transportation or warehouse related companies, when in fact, they occur in nearly every sort of industry from automotive to clothing, food to biomedical supplies and so forth. Logistics and supply chain management is defined as, “that part of the supply chain process that plans, implements, and controls the efficient, effective flow and storage of goods, services, and related information from the point of origin to the point of consumption to meet customer’s requirements (Council of Logistics Management).” This is a leading industry cluster for California employing 578,000 statewide, and is designated as a high-growth industry and pays wages, on average, higher than the median incomes. ($38,000 to over $56,000 according to the CREP report).

Therefore it is imperative to keep sufficient numbers of employees in the pipeline and to train existing employees to maximize their capacity. It is also critical to create a workforce that is “ready to hit the ground running” to ensure efficient and accurate handling of all aspects of international transactions to keep California businesses competitive in the global market.


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2. Discuss curricular challenges and opportunities with respect to skill gaps facing your regional industry

sector including the relationship between available workforce and employer need – within the community college tier of education and between higher education and industry. Discuss efforts to establish and articulate career pathways in this sector for region-wide stackable certificates across multiple colleges and districts, strategies as they relate to a new candidate pool or incumbent workers.

CURRICULAR CHALLENGES Despite the fact that California is the planet’s tenth largest economy and the state’s exports surpass $127 billion dollars—there is a tremendous lack of educational support for international trade/global business and logistics:

There are only 25 international business certificate and degree programs in the

state (two university/23 community college);

These programs only graduated a total of 271 people in 2010;

Out of the 23 community college programs, only 14 produced graduates.

However, training is desperately needed to improve the wage earning potential of students and incumbent workers. The table below, compiled from the EDD, demonstrates the increase in earning potential for employees receiving supplemental training from programs such as those proposed in this application. Entry-Level/No Training Hourly Wage Advancement w/ Training Hourly Wage

Hand Packers & Packagers

$8.10 Packing Machine Operator

$9.34

Stock and Freight Laborer $12.11 Forklift Operator $23.84

Shipping Receiving Clerk $12.00 First Line Supervisor $20.34

First Line Supervisor $20.34 Transportation Manager $33.35

To answer the need for an adequate number of skilled workers, there must be two types of workers in the pipeline. The first, existing workers moving up through the ranks, and the second, entry-level workers ready to take the positions they vacate. The leading contributing factor to the shortage of qualified, skilled international business and logistics/supply chain workers is lack of training programs. Many of the entry to mid-level jobs rely on on-the-job training. This creates a serious lag time between the hire of an employee and that employee’s ability to efficiently fulfill the requirements of that position. In addition, due to the volume of work, on-the-job training in many instances precludes companies from providing full and in-depth training to their employees. There is great pressure to train to the most minimal capacity because of the workload. What happens is that a large number of employees are trained essentially “halfway.” This translates into time and dollars lost to the employer through loss of man-hours for training, and mistakes with compliance issues or service failures to customers made by under-trained employees. The programs offered throughout the region under the coordination of the Deputy Sector Navigator can help address this training gap. Through the programs at SBCC and College of the Canyons as well as the jointly presented programs with our partners, training for workers in all three counties can be facilitated with a goal of 100 workers receiving training each year.


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The Deputy Sector Navigator will collaborate with other Deputy Sector Navigators, the regional colleges and economic development agencies to promote and market its programs and services. The joint promotion and press releases that result, will serve to extend the reach of the available programs without extending the budget. The Deputy Sector Navigator for Region 6 will also implement complimentary half-day primer courses designed to attract enrollment of the more extensive, fee-based 8-week trade course and certificate programs thereby increasing the number of businesses participating in the consulting services. Santa Barbara City College (SBCC) is uniquely poised to host the Deputy Sector Navigator for Global Trade & Logistics for Region 6 as SBCC features the only comprehensive international trade program in its region. Furthermore, with the extensive partnership that we secured for this opportunity, SBCC has the significant internal and external resources with which to support the Deputy Sector Navigator. 3. Discuss the inventory of organizations, bodies, advisories, hubs, centers, collaboratives, and other

entities inside and outside of the community college system that are currently active in-region for this industry sector. Identify the gaps, overlaps, and opportunities for improvement and discuss plans to leverage assets into the current structure.

Program Partners Gaps and Opportunities Leveraging Assets

Community College System

Deputy Sector Navigators

Colleges

Gaps: Lack of ties to business community to recruit participants for programs, serve as internship hosts, and provide consulting to. Opportunities: Enroll more incumbent workers, provide more internship for students and create more partnerships w/ businesses.

1. Participate in all aspects of program development.

2. Facilitate all phases of implementation. 3. Coordinate all program activities. 4. Conduct follow-up and record keeping

on participants. 5. Prepare and disseminate results. 6. Comply with all grant criteria.

Economic Development

EDC-VC Econ. Devel. Collaborative of Vta Co.

EVC Economic Development Corporation of SLO

SBDC Small Business Development Centers

DOC Dept of Commerce

Gaps: Lack of training or classes on trade related matters for businesses, particularly on-line, and access to students to students to place into internships. Opportunities: Provide access to in-person/on-line trade training to businesses, gain access to student interns for business partners, and co-promote programs.

1. Assist with marketing of program activities.

2. Conduct outreach to logistics-related companies to solicit enrollment of incumbent workers.

3. Refer participants to programs 4. Follow-up with companies/workers that

participate in the program. 5. Assist in the arrangement of guest

speakers and industry experts.

Workforce Investment Board

Gaps: Lack of training or classes for under-employed in trade/logistics. Opportunities: Provide access to in-person/on-line trade training programs.

1. Assist with marketing of program activities.

2. Refer participants to the program. 3. Follow-up with companies/workers that

participate in the program.

High Schools

ROP

Dual Enrollment

Entrepreneurship

Academies

Gaps: Lack of career ladders in trade/logistics careers. Opportunities: Access to programs, training, internships, job shadowing.

1. Assist with marketing of program activities to High Schools.

2. Enroll students to the program and facilitate dual enrollment credits.

3. Provide class space or use of computers for participants if needed.

4. Follow-up with students that participate.


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4. Describe the opportunity for more effective regional communication and collaboration with constituents,

including the regional consortia leadership, community college faculty and administration, K-12 and 4-year partner education institutions, the workforce system, trade associations, and other interested parties.

The Deputy Sector Navigator will work closely with other Deputy Sector Navigators, Sector Navigators, and regional consortia to coordinate appropriate convenings with business, community colleges, and workforce agencies. As the geographical area of the region is quite large, the convenings will be a combination of in-person meetings or conferences and web-based conference calls or webinars. The table below encapsulates the communication plan which is aligned with that of the regional consortium:

Deputy Sector Navigator Communication Plan

Constituents Type Frequency Description Deputy Sector Navigators

E-mails Meetings Calls Reports

As needed Quarterly Quarterly Annually

On-going communication of region activities At conferences, region meetings, events Business forums on trade/logistics issues Annual Summary

CCCCO Reports Special Quarterly Annually

Action Plan, Annual Summary, Deep Dives Reports on outcomes, expenditures Annual report and final fiscal expenditures

Sector Navigators E-mails Meetings Calls Reports



Regional Consortia Members




CCC Faculty Meetings Reports

Twice Yr Annually

National Education Conferences/Workshops Annual Summary

K-12 Partners Meetings Reports

Twice Yr Annually


4-Yr Institutions Reports Annually Annual Summary

Workforce Partners



E-mails of events, region activities, correspondence as needed Region meetings, events, individually as needed Business forums on trade and logistics issues and planning Annual Summary

Industry/Trade E-mails Meetings Calls

As needed Quarterly Quarterly

E-mails of events, region activities, correspondence as needed At conferences, region meetings, events Business forums on trade and logistics issues and planning


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RESPONSE TO NEED (7 Pages)

Deputy Sector Navigator package funding is to be used to coordinate and collaborate regionally, and to develop effective sector partnerships with employers, regional consortium, community colleges, high schools, ROPs, Workforce Investment Boards (WIBS), and other regional organizations to ensure a skilled workforce in support of the regional economy and industry sector and to establish career pathways for the regional community into those regional economies. The grantee will support and improve regional workforce training within the sector for entry level and incumbent workers; and partner with regional employers, community colleges, high schools and Regional Occupation Centers and Programs (ROCPs) on curriculum and certificate development and program alignment, and offering contract education, credit, and non-credit training. INTRODUCTION: Santa Barbara City College is pleased to submit this application for the Deputy Sector Navigator for Global Trade & Logistics Sector for Region 6. Our choice for Deputy Sector Navigator is Melissa Moreno, currently the Director of SBCC’s Scheinfeld Center for Entrepreneurship and Satellite SBDC. Melissa has strong ties to not only to the business community but to the regional economic development agencies. She is a competent convener and planner capable of soliciting partners and coordinating regional events and trainings. As a region, our three priority sectors are Health, Manufacturing, Small Business and our two emerging sectors are ICT, and Water/Ag/Environmental Technologies. When choosing these sectors, we recognized that the Global Trade and Logistic Sector would be addressed concurrently as it is a vital component to the economic viability of all of them. As such, we wish to enhance the competitiveness and support for global trade opportunities across all of our chosen sectors in our region. For the purposes of this application, SBCC on behalf of the Deputy Sector Navigator has already forged commitments with: the economic development agencies of both San Luis Obispo and Ventura counties (EVC-SLO, EDC-VC); regional Small Business Development Centers (SBDC); the US Department of Commerce (DOC); the District Export Council (DEC); all eight colleges of Region 6 (SBCC, College of the Canyons, Cuesta, Allan Hancock, Antelope Valley, Ventura, Moorpark and Oxnard); as well as the regional Workforce Investment Board. Eight of the fourteen partners have also committed to in-kind match towards the region’s success. In total, these partners have committed $202,663 in resources to support SBCC hosting the Deputy Sector Navigator including $22,423 in direct support from SBCC itself. The Deputy Sector Navigator for Region 6 will not only be able to coordinate regional businesses in their own local areas with one-on-one consultation, but coordinate partnering agencies in co-sponsoring workshops and classes, assisting with marketing and providing class space, or co-sponsoring on-line programs so participants from outlying and more rural areas do not have to travel far to enroll. Key components of this application are: Facilitating regional participation in global trade events and training programs; technical support and training to global businesses within the region; and collaboration with High School global business/entrepreneurship academies throughout the region.


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1. The Deputy Sector Navigator will work collaboratively in a network comprised of the statewide sector

navigator and other Deputy Sector Navigators within the sector. The Deputy Sector Navigator will work collaboratively with the Chair and/or Co-Chairs of the Regional Consortia to align the needs of sector employers with the program and curriculum offered by colleges within the regional consortium. Additionally, the Deputy Sector Navigator will work with the Regional Consortium, and individual colleges within the region offering courses and programs within the sector, to develop faculty collaboratives, connect programs and employers, and promote and strengthen curriculum and program alignment.

The Deputy Sector Navigator (DSN) will collaborate with other Deputy Sector Navigators, Statewide Sector Navigators, regional colleges, the regional consortium and economic development agencies to not only conduct on-going needs assessments, but to promote and market programs and services devised to address the needs identified. The joint promotion and press releases that result, will serve to extend the reach of the available programs without extending the budget. Determining and Aligning Needs of the region with Programs: Working with the Economic development agencies of the region, the regional consortium as well as the consortium work groups comprised of colleges and industry partners, the DSN will collate and ascertain the needs of the region as it pertains to global trade and logistics particularly within the five designated sectors of Region 6. A strategic plan for the region will be created. However, as the economy and business trends fluctuate, so too will the needs of the regional businesses. By convening meetings with partners on a quarterly basis, the strategic plan can be adapted as needed and new or modified programs can be implemented in a responsive manner. Through the existing courses and programs of Santa Barbara City College and College of the Canyons in conjunction with our economic development partners, the DSN will implement complimentary half-day primer courses for businesses designed to attract enrollment to the more extensive 8-week trade courses and certificate programs. In order to strengthen program alignment, all trade courses will be made available on-line to encourage participation from across the region removing the barrier of commuting and facilitate participation from outlying areas. Additionally, the Regional Consortium through its sector work groups identified three regional projects to forward the Doing What Matters for Jobs and the Economy Campaign. The activities and objectives of this Deputy Sector Navigator application were created with these regional projects in mind. The DSN will work with the Consortium, the Sector Work Groups, other Deputy Sector Navigators and Sector Navigators to help in the successful fulfillment of not only the goals and activities of this application but also to fulfill the needs of the regional projects.

Regional Projects of the Regional Consortium How DSN will address those objectives

1) Create contextualized Entrepreneurship modules that can be incorporated throughout CTE courses. The modules will be tested it at several colleges to assess and modify for widespread deployment.

Act as a liaison between the consortium curriculum committee and economic development partners and colleges to assist in development, implementation and dissemination of the modules.


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These activities address Common Metrics and Accountability Measure(s): QS2-Strength of partnership with education and industry partners; QS4- Strength of leadership and coordination in building of necessary supporting capacity; and LI7.

2. The Deputy Sector Navigator will work with employers, industry and labor organizations, and Workforce

Investment Boards within the region to determine gaps in the workforce; promote integration of workforce training and employment; strengthen programs within the sector at regional colleges and high schools; provide incumbent worker training; promote opportunities for contract education and faculty professional

growth; and thereby, promote and support growth of the sector within the regional economy.

The Deputy Sector Navigator will work closely and collaboratively with the economic development agencies of both San Luis Obispo and Ventura counties (EVC-SLO, EDC-VC); the US Department of Commerce (DOC); the District Export Council (DEC); all eight colleges of Region 6 (SBCC, College of the Canyons, Cuesta, Allan Hancock, Antelope Valley, Ventura, Moorpark and Oxnard); as well as the regional Workforce Investment Board. Together, these partners will assess the needs of the region, identify the gaps in training, and then formulate strategies to address those needs and gaps into the strategic plan. If proved necessary, modifications to existing courses and certificate programs will be made or new courses or training programs will be developed in order to strengthen current program offerings. To enhance enrollment and participation, these programs will be jointly promoted by colleges and our industry/economic development partners to attract not only college students but business community members. Each partner’s commitment is summarized below:

Partners Roles and Responsibilities Area

Dep Sec Nav Santa Barbara City College Match: $22,423

1. Oversee all aspects of program implementation. 2. Coordinate all program activities. 3. Conduct follow-up and record keeping on participants. 4. Prepare and disseminate program results. 5. Comply with all grant criteria.

Santa Barbara County

Regional Projects of the Regional Consortium How DSN will address those objectives

2) Outreach to the business community by convening industry partners in our five sectors (health, manufacturing, small business, ag/water, and ICT) and workforce leaders to educate them to what college programs are preparing the workforce with, encourage them to seek students as interns, make job postings list educational requirements, and overall engage them in as on-going partners in workforce education.

Participate in and convene regional meeting with business, economic development partners and colleges to create a regional global trade master plan. The master plan will incorporate regional programs, course and certificates to address the needs, gaps and strategies identified in the plan. The plan will then be disseminated to businesses and other stakeholders.

3) Regional Professional Development for CTE adjunct faculty by providing online training materials. The identified problem is that many adjunct teachers are industry experts, but they have no idea how to teach and engage students. Training adjunct faculty will help with student retention and engagement.

In addition to the on-line training modules, the DSN will facilitate the participation of adjunct faculty in various CTE conferences and workshops through dissemination of regional professional development opportunities as well as sponsor faculty attendance at conferences/workshops.


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Partners Roles and Responsibilities Area Federal Support U.S. Dept. of Commerce Match: $65,000

1. Joint Program Promotion and Joint Business Calls 2. Assist Clients with Overseas Promotion of Goods/Serv 3. Conduct Overseas Market and Trade Lane Research 4. Access to Informational Data Systems and Research

State of CA Nationwide

Econ Dev Partners EDC-VC Match: $44,800 EVC Match: $15,000 SBDC Match:24,000

1. Provide Guest Lecturers, Outreach & Client Referrals 2. Share Resources, Information and Link to Website 3. Participate in Trade Shows 4. Joint Program Promotion and Business Calls 5. Provide Space for Classes and Consultation Space 6. Provide Funding for Training

Ventura County

San Luis Obispo

Vta, SB and LA Counties

Workforce Dev WIB

1. Assist with marketing of program activities. 2. Refer participants to the program. 3. Follow-up with companies/worker participants

SB/SLO Counties

Industry Partner DEC District Export Council

1. Provide Guest Lecturers and Pro Bono Consultation 2. Outreach, Client Referrals, Share Resources & Info 3. Participate in Trade Shows 4. Joint Program Promotion and Business Calls 5. Link to Website

Central and Southern

CA

Education Partners Cuesta College Match: $9,500 College of Canyons Match: $12,440 Allan Hancock Match: $9,000

1. Consultation and/or workshop space 2. Joint program promotion 3. Project Coordination 4. Workshops and Guest Presenters 5. Participation with collecting LaunchBoard data 6. Provide support for grant reporting activities

So. San Luis Obispo North East LA County

Additionally, the DSN will collaborate with dual enrollment/CTE programs and high school international business/entrepreneurship academies to facilitate the utilization of the pathways from those programs into the college global business and logistics programs. Additionally, the DSN will create a mini-grant program for high school global business and entrepreneurial programs to assist them with professional development, student leadership or curriculum development/articulation of global trade programs. In order to provide incumbent worker training, promote opportunities for contract education thereby supporting growth of the sector within the regional economy, the following programs will be provided to businesses, incumbent workers and students as coordinated and facilitated by the DSN:

Program Partners Involved Deliverables Introduction to Trade 8-wk course

SBCC/Cuesta College of the Canyons Econ Dev Agencies

Class delivered through SBCC/COC twice a year for 15-30 participants in on-line and/or in-class formats. (60-120 participants)

Trade Events and Workshops


Conduct a minimum of 15 trade events on different topics with a minimum audience of 20 at any event. (200 participants min)

One-on-One Technical Assistance


At least 100 businesses will receive 4 hours of support on import/export readiness. (400 hours of support)


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Program Partners Involved Deliverables Port Training Day COC Training at the Port of LA for business

leaders and faculty.

Supply Chain Logistics Class

SBCC Class delivered on-line and/or in-class. 30 participants annually.

Mini Grants High Schools Provide grants high schools can use for professional or curriculum development or student leadership.

Career Planning High Schools Conduct Get Focused Stay Focused activities for 10-yr planning.

These activities address Common Metrics and Accountability Measure(s): QS2-Strength of partnership with education and industry partners; QS4- Strength of leadership and coordination in building of necessary supporting capacity; LI1-LI6 depending on the course or workshop; MP4-Completed one course in a selected CTE pathway in high school; MP10-Transitioned from a high school CTE career pathway to a community college and MP34-Exception.

3. Gaps within the workforce will be identified and prioritized and strategies developed and implemented

using SB 1402 and/or SB 1070 funding. Examples of strategies to address workforce gaps include: creating community collaboratives, professional development opportunities, curriculum development, articulation of curriculum in a career pathway, career lattice, or in a system of stackable credentials, career guidance module development, seminars, workshops, and collaboration between faculty, with an outcome of integrating the needs of employers and addressing within the curriculum and programs the job skills and competencies required for employment and advancement.

The global trade and logistics strategic plan described earlier in this application developed in cooperation between all partners will become the blueprint for modifying or creating courses and training programs throughout the region. The strategies developed will consist of a combination of courses, workshops, and events that focus on students, businesses and workers. The plan will also outline investment into regional high school CTE/Entrepreneurial Academies and the Get Focused…Stay Focused career planning program in an effort to groom high school students for global trade courses of study and career pathways. The activities of this DSN application address five of the seven SB1402 and both of the SB 1070 designated objectives. The following table outlines how the DSN and partners will specifically address the mission outlined for SB1402/1070 funded programs:

SB 1402 Mission Objectives How Addressed by the DSN for Region 6 Advance economic growth and global competiveness through education, training and services that contributes to workforce improvement.

Create strategic plan for the region based on

input from colleges, economic development

agencies and other partners.

Modify or create courses as needed for a

combination of degrees and certificates.

Conduct workshops/events for businesses

and workers that provide training on various

global trade topics.

Advance economic and jobs recovery and sustain economic growth through strategies focused on workforce improvement and business development.

Collaborate and coordinate investment with other agencies involved in education and workforce training.


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Identify and acquire and leverage resources to support economic workforce development and technical education programs.

Conduct one-on-one technical assistance on

import/export readiness for businesses

throughout the region.

Partnerships maintained to leverage

resources to deliver, promote and execute

program activities.

Work with reps of business and trade to explore and develop assistance for incumbent workers to be more competitive and economically self-sufficient.

SB 1402 Mission Objectives How Addressed by the DSN for Region 6 Improve linkages and career technical education pathways between high schools and community colleges.

Collaborate with high school CTE and entrepreneurial academies to improve transfer of students into college programs.

Conduct career and educational planning activities.

Implement mini grant program to provide professional or curriculum development and student leadership.

Accomplish in collaboration alignment/seamless transitions and attainment of certificates for students, provide for professional development opportunities, and expanding opportunities for internships.

Mission objectives slightly abridged to remain within page limits.

These activities address Common Metrics and Accountability Measure(s): QS2-Strength of partnership with education and industry partners; QS3- Strength of awareness and influence and QS4- Strength of leadership and coordination in building of necessary supporting capacity; LI1-LI6 depending on the course or workshop; MP 4-Completed one course in a selected CTE pathway in high school; and MP 10-Transitioned from a high school CTE career pathway to a community college.

4. The Deputy Sector Navigator will work with representatives of business, labor, and professional trade

associations to develop and implement courses and programs to train incumbent workers in the regional industry sector. A key objective is to enable incumbent workers to become more competitive in their region’s labor market, increase competency, and identify career pathways to economic self-sufficiency. Sector strategies may be implemented using articulated career pathways or career lattices and a system of stackable credentials. Curriculum will be offered through a variety of methods including credit, non-credit, or contract education depending on the needs of the employer.

A prime activity of the DSN will be to work with the partners to develop a regional strategic plan. Part of developing that plan will also be based on current trade research and already identified employer needs. Based on international trade industry publications and in-depth interviews with logistics company traffic managers, compliance officers, freight forwarders and Customs brokers, the following core skills have been identified. Overall, the consensus by employers is that employees require knowledge of key trade components such as Customs compliance, incoterms, product classification, documentation, materials handling, are familiar with overall trade functions and possess basic logistics-specific computer skills. The DSN will seek to implement the strategic plan by coordinating existing and new programs and training events that address some of these core skills. The table below outlines possible offerings to do so:


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Employee Type/ Title and Core Skills Required Types of Training

MANAGEMENT Transportation/Distribution Managers; Front-Line Supervisors; Sales Representative and Staff; Finance Department; and Customer Service Knowledge of: Products and Services Classifications; Transaction Negotiation and Contracts; Documentary Compliance; Incoterms and Finance; Logistics and Distribution; and Cost and Performance Indicators

For Credit Classes

International Business

Int’l Economics

International Marketing

Introduction to Finance & Banking

International Human Resource Management

Supply Chain Logistics

International Trade Finance

Workshops/Seminars

Hazardous materials

Customs Regulations

Logistics

Industry Certification Technical Assistance

MATERIALS HANDLERS Shipping and Receiving Clerks; Dock and Warehouse Workers; Packing and Packaging Workers; Assemblers; Checkers; Samplers; Material Movers and Truck Drivers; Dispatchers; Machinery Operators; and Stock Clerk and Order Fillers Knowledge of: Logistics and Distribution; Dangerous Good Handling; Use of Logistics Technology such as Bar Codes, RFID Tags, etc.; and Ability to Create and Use Computer Generated Forms

COMPLIANCE Inspectors; Document Processors; Shipping and Traffic Managers; Import/Export Personnel Knowledge of: Products and Services Classifications; Documentary Compliance; Incoterms and Finance; Logistics and Distribution These activities address Common Metrics and Accountability Measure(s): QS2-Strength of partnership with education and industry partners; QS3- Strength of awareness and influence and QS4- Strength of leadership and coordination in building of necessary supporting capacity; LI1-LI7 depending on the course or workshop.

5. The Deputy Sector Navigator will collect and report data on all required accountability measures working

with common metrics and accountability measures, and working with the statewide LaunchBoard initiative.

Within the first six months of Launch Board being made available for use, the DSN will convene a special meeting with all partners to provide instruction on its use. To capture data from regional partners, the DSN will prepare a template for colleges to summarize their activities as uploaded to Launch Board. This activity summary will be provided to the DSN who will then prepare an overall summary report for dissemination to all industry partners, the CCCCO, stakeholders, and college presidents. This summary report will also be used to evaluate, review and update sectors as well as the strategic plan. During the interim period while the Launch Board is being created, the DSN will ask each college to track and report on all contract education/training activities conducted either under the auspices of existing EWD Centers and individual college or district economic development units. This, in addition, to other metrics of pathway completion, etc., will also be used to determine whether the needle has been moved.

These activities address Common Metrics and Accountability Measure(s): QS1-Strength of partnership with education and industry partners; and QS4- Strength of leadership and coordination in building of necessary supporting capacity.


17


District: Santa Barbara Community College District

College: Santa Barbara City College


ANNUAL WORKPLAN

Objective Number*: 1 The Deputy Sector Navigator will work collaboratively in a network comprised of the statewide sector navigator and other Deputy Sector Navigators within the sector. The Deputy Sector Navigator will work collaboratively with the Chair and/or Co-Chairs of the Regional Consortia to align the needs of sector employers with the program and curriculum offered by colleges within the regional consortium. Additionally, the Deputy Sector Navigator will work with the Regional Consortium, and individual colleges within the region offering courses and programs within the sector, to develop faculty collaboratives, connect programs and employers, and promote and strengthen curriculum and program alignment.

Activities Timelines Responsible

Person(s) Performance Outcomes

Deputy Sector

Navigator In-Region

Investment Metric(s)

No.

1.0 Coordinate and facilitate regional meetings and conference calls between colleges, stakeholders, high school CTE programs, workforce and industry leaders related to global trade and sectors. 1.1 Use above meetings to determine needs and gaps relating to global trade and logistics within the designated sectors of the region. 1.2 Implement half day primer global trade primer courses to drive enrollment

Regional meetings Oct 2013, Feb 2014, and May 2014 Calls as required Regional meetings Oct 2013, Feb 2014, and May 2014 November 2013 March 2014

DSN Admin Person DSN Partners Admin Person DSN Partners

1.0.1 Host three meetings with industry partners in chosen sectors in three geographical regions plus three conference calls to include representation from throughout the entire region. 1.1.1 Create a global trade and logistics strategic plan for the region by March 2014. 1.2.1 Enroll a minimum of 15 people at two events annually

85%

90%

100%

15%

10%

0%

QS2 QS2, QS4 LI7


18





ANNUAL WORKPLAN

Objective Number*: 2 The Deputy Sector Navigator will work with employers, industry and labor organizations, and Workforce Investment Boards within the region to determine gaps in the workforce; promote integration of workforce training and employment; strengthen programs within the sector at regional colleges and high schools; provide incumbent worker training; promote opportunities for contract education and faculty professional growth; and thereby, promote and support growth of the sector within the regional economy.



Deputy Sector

Navigator In-Region


No.

2.0 Review strategic plan to make appropriate changes to existing programs or create new ones as needed. 2.1 Conduct Introduction to Trade Course (SBCC/COC) and supply chain logistic course (SBCC) 2.2 Trade Events and Workshops 2.3 One-on-One Technical Assistance 2.4 Create mini-grant program for high school global/entrep programs 2.5 Conduct Get Focused…Stay Focused career planning activities

April 2014 September 2013 February 2014 Monthly As scheduled January 2014 Monthly Sept 2013 through May 2014

DSN Partners DSN/SBCC/COC Econ Dev Partners DSN/SBCC/COC Econ Dev Partners DSC/Econ Dev Partners DSN/High Schools DSN/High Schools

2.0.1 Course modification or plan for new courses created by June 2014. 2.1.1 Minimum of 15 -30 max students at each session at SBCC and COC in the fall and spring semesters. 2.2.1 Conduct a minimum of 15 trade events on different topics with a minimum audience of 20 at any event. 2.3.1 Conduct 4 hrs of training for 100 businesses for 400 hours total. 2.4.1 Distribute $10K in grants for curr/prof develop or student leadership 2.5.1 Conduct activities for an additional 1200 students grades 9-12

100%

100%

100%

100%

0%

0%

O%

0%

0%

0%

100%

100%

QS 2 LI1-6 LI1-6 MP34 MP34 LI6 MP4 MP10


19





ANNUAL WORKPLAN

Objective Number*: 3 Gaps within the workforce will be identified and prioritized and strategies developed and implemented using SB 1402 and/or SB 1070 funding. Examples of strategies to address workforce gaps include: creating community collaboratives, professional development opportunities, curriculum development, articulation of curriculum in a career pathway, career lattice, or in a system of stackable credentials, career guidance module development, seminars, workshops, and collaboration between faculty, with an outcome of integrating the needs of employers and addressing within the curriculum and programs the job skills and competencies required for employment and advancement.



Deputy Sector

Navigator In-Region


No.

3.0 Create strategic plan for the region

based on input from colleges, economic

development agencies and other

partners.

3.1 Modify or create courses as needed

for a combination of degrees and

certificates.

3.2 Conduct training for businesses in the

form of workshops, events or technical

assistance.

3.3 Conduct career planning and support

to high schools global trade and

entrepreneurial programs

March 2014 April 2014 Monthly and As Scheduled with individual businesses Monthly Sept 2013 through May 2014 Grants Jan 2014

DSN Partners Admin Person DSN/Partners DSN/SBCC/COC Econ Dev Partners DSN/High Schools

3.0.1 Create a global trade and logistics strategic plan for the region by March 2014. 3.1.1 Plan for course modifications or creation completed by June 2014. 3.2.1 Conduct a minimum of 15 trade events 3.2.2 Conduct 400 hours technical assistance and training 3.3.1 Implement Get Focused…Stay Focused for 1200 students 3.3.2 Award $10K in grants to high schools for leadership or curr/prof dev.

90%

100%

100%

0%

10%

0%

0%

100%

QS 2 QS 4 QS2 LI1-6 MP34 MP4 MP10


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ANNUAL WORKPLAN

Objective Number*: 4 The Deputy Sector Navigator will work with representatives of business, labor, and professional trade associations to develop and implement courses and programs to train incumbent workers in the regional industry sector. A key objective is to enable incumbent workers to become more competitive in their region’s labor market, increase competency, and identify career pathways to economic self-sufficiency. Sector strategies may be implemented using articulated career pathways or career lattices and a system of stackable credentials. Curriculum will be offered through a variety of methods including credit, non-credit, or contract education depending on the needs of the employer.



Deputy Sector

Navigator In-Region


No.

4.0 Coordinate and facilitate regional meetings and conference calls between all partners to determine needs and gaps. 4.1. Modify existing or create new courses to address strategies developed in the strategic plan. 4.2 Conduct various trade events that provide training to businesses and workers to upgrade skills and competiveness. 4.3 Conduct a review of strategic plan against current employment trends to amend plan as required.

Oct 2013, Feb 2014, and May 2014 Plan by March 2013 June 2014 Monthly Sept 2013 through May 2014 Annually beginning June 2014

DSN Admin Person Partners DSN Partners DSN/SBCC/COC Econ Dev Partners DSN All partners

4.0.1 Strategic Plan developed and disseminated to all stakeholders. 4.1.1 New and modified course ready for implementation in fall of 2014. 4.2.1 Provide a minimum of 15vevents for no less than 300 participants 4.3.1 Review committee prepares a list of recommendations to be incorporated into plan.

90%

100%

100%

100%

10%

0%

0%

0%

QS2 QS4 LI1-6 QS 2 LI1-6 MP34 QS4


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ANNUAL WORKPLAN

Objective Number*: 5 The Deputy Sector Navigator will collect and report data on all required accountability measures working with common metrics and accountability measures, and working with the statewide LaunchBoard initiative.



Deputy Sector

Navigator In-Region


No.

5.0 Convene a special meeting with partners to outline Launch Board and provide instruction its use. 5.1 Prepare a template for colleges/high schools to summarize activities uploaded to Launch Board to the DSN for dissemination to the region. 5.2 Distribute an activity summary report to all participating partners, the CCCCO, stakeholders, and college presidents. 5.3 Use activity summary report to evaluate, review and update sectors and strategic plan.

Six months after Launch Board released for use Quarterly beginning six months after Launch Board released for use. June 2014. June 2014

DSN Admin Partners DSN Admin Colleges High Schools DSN Admin DSN Admin Partners

5.0.1 Host one to two training meetings as needed. 5.1.1 Each college/high school to provide summaries of at least 2-5 activities quarterly for activity summary report created by DSN.

5.2.1 Distribute at minimum 25 activity summary reports. 5.3.1 Conduct annual evaluation and make appropriate recommendations concerning on-going appropriateness of chosen sectors/activities as they relate to global trade or need to update.

50%

50%

75%

100%

50%

50%

25%

0%

QS1 QS1 QS1 QS4


22


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APPLICATION BUDGET DETAIL SHEET

Object of Expenditure Classification

Funds Requested

Deputy Sector Navigator $200,000

Funds Requested

In-Region Investments

$100,00

1400

Project Director1

Melissa Moreno, Certificated Full time annual salary = $74,227 @100% (DNS 75%/ In-Region 25%)

$74,227 $0

2100

Classified Salaries, Non-instructional (Regular, Full-time) Leana Bowman, Permanent Classified Full time annual salary = $58,740 @30%=$17,622 (DNS 20%/ In-Region 10%)

$11,748 $5,874

2300

Classified Salaries, Non-instructional (Non-Regular, Hourly) Various, combination hourly workers and hourly student workers (19.5hrs/wk) x (12.50/hr x 51wks) = $12,500 x 5=$62,500

$25,000 $37,500

3000

Employee Benefits Melissa Moreno, PD, 33%of $78,600=$25,938 (DNS) Leana Bowman, 33% of $17,622= $5,815 (DNS $3,877/ In-Region $1,938) Hourly Workers, 13% of $62,500=$8125 (DNS $4,875/ In-Region $3,250)

$33,065 $6,813

4000

Supplies and Materials Get Focused Stay Focused 1,500 workbooks @ $10 ea =$15,000 In-region Printing & duplicating $1,500ea In-region Misc office/supplies $250 DNS/$2000 In-region

$250 $18,051

5000

Other Operating Expenses and Services Travel & Conference ($14,916 In-region) College of the Canyons marketing/ implementation/outreach ($28,018K DNS) EDC $5K, EDC-VC/SBDC $15K for joint promotion/implementation($20K DNS) Mini Grant opportunities for High School Trade Programs ($10,000 In-region)

$48,018 $24,916

6000

Capital Outlay Laptop computer and projector for High School Outreach

$0 $3,000

Total Direct Costs $192,308 $96,154

Total Indirect Costs (Not to Exceed 4% of Direct Costs) $7,692 $3,846

Total Costs $200,000 $100,000

1 This is the person who is directly involved with the day-to-day ongoing activities.


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APPLICATION BUDGET DETAIL SHEET MATCH

Object of

Expenditure Classification Match

5000 Cuesta College, joint promotion, outreach, one-on-one business follow-up $9,500

5000 College of the Canyons, joint project oversight and direct coordination of events $12,440

5000 Small Business Development Center (SBDC), program space, joint promotion/marketing and one-on-one business consulting

$24,000

5000 Economic Development Collaborative of Ventura County (EDC-VC), program marketing and promotion, business and employed worker training

$44,800

1000 SBCC, Dean of Educational Programs project oversight and management $6,500

2000 SBCC, Account Tech III for fiscal oversight and reporting $3,850

2000 SBCC, Institutional Research to collect and research data for reporting purposes $2,750

3000 SBCC, Benefits for above $4,323

5000 SBCC Program/event marketing and promotion, flyers and mailings $5,000

5000 Cuesta College, joint marketing and promotion of project activities and one-on-one follow-up with businesses

$9,500

5000 Economic Development Corporation (EVC) of San Luis Obispo, joint promotion, outreach, one-on-one business follow-up

$15,000

5000 US Dept. of Commerce (USDOC), overseas promotion, joint business calls, overseas market and trade lane research, provide database and intern assistance

$65,000

Total Direct Costs $202,663.00

Total Indirect Costs (Not to Exceed 4% of Direct Costs) 0

Total Costs $202,663.00


25

PROJECT MANAGEMENT PLAN (5 Pages) 1. Explain the Deputy Sector Navigator’s professional experience in this sector, including direct work

experience, specific expertise, existing networks and partnerships; major accomplishments in both the public and private sector work; and recognition or awards that serve as a testimony to subject matter expertise.

Melissa Moreno is the current and founding Director of the Scheinfeld Center for Entrepreneurship & Innovation at Santa Barbara City College and current Director of the Small Business Development Center (SBDC) serving Santa Barbara County. In her role as founding Scheinfeld Center Director, she developed an entrepreneurship center, with a core academic program and several experiential components which serve the students and community. The Center earned the National Impact Award for an Entrepreneurship Center from the National Association of Community College for Entrepreneurship (NACCE), because of the impact the center has had on the local, regional and national landscape. Because of Melissa’s contributions, the Scheinfeld Center has become a national model for other community colleges. As Director of the SBDC, she has led a team of business and global trade consultants who have had an impressive and measurable economic impact in the community. She directs five business/global trade consultants in the county and provides small business counseling and coaching herself, to students and small regional businesses conducting local and/or global trade. Since its inception in 2011 and under Melissa’s direction, the Santa Barbara County SBDC has served 242 small business clients, half of which engage in some sort of international trade, has provided 1,342 hours of consulting, created 97 jobs, has helped companies raise over $11 million in increased sales or capital investment, and served over 540 trainees through educational workshops. In 2011, Santa Barbara County SBDC and Santa Barbara City College under Melissa’s management partnered with the Economic Development Collaborative and Ventura County’s Small Business Development Center to launch its Export Initiative for Ventura and Santa Barbara counties to help area companies develop export opportunities or expand an existing international export business. The SBDC Export Initiative was inspired by the president’s National Export Initiative, which aims to double exports over the next five years to support 2 million jobs in America. Through the Los Angeles Regional SBDC, the federal Small Business Jobs Act provided $190,000 in funding to jumpstart the regional program. For the region’s Export Initiative, SBDC advisors will provide one-on-one free consulting, facilitate trade, connect companies with needed resources and provide marketing assistance and research. The SBDC Export Initiative provides services and information to businesses through these partnerships: SBDC of Ventura and Santa Barbara County provide one-on-one counseling for small and medium-size businesses looking to expand their market share. The SBDC has a network of advisors who specialize in a wide range of areas, from accounting and market research to financial management and manufacturing. SBDC also has a team of highly experienced business advisors who specialize in export and import operations. This team helps companies navigate various international export


26

challenges, such as international documentation, payment terms, agreements, regulatory compliance, international marketing research and strategy. At Santa Barbara City College, the Export Initiative allows students and business leaders to pursue degree and certificate programs in international business, and participate in seminars and trainings on international law, import export operations, logistics, trade finance and international marketing. Over the last five years, Melissa has developed an impressive network of alliances and partnerships at the Scheinfeld Center, with both public and private entities. These include the National Association for Women Business Owners, the Spirit of Entrepreneurship Foundation, MIT Enterprise Forum for the Central Coast, UCSB Technology & Management Program, Antioch University, Santa Barbara Chamber of Commerce, Hispanic Chamber of Commerce, Goleta and Carpinteria Chambers of Commerce, Montecito Bank & Trust, The Bank of Santa Barbara, Lynda.com, Patagonia, South Coast Business Forum, Start-Up Santa Barbara, QAD, Local Market Launch, and private entrepreneurs including the founders of Barefoot Wine, and the former Vice President of Engineering at Google. Melissa is a regular contributor to the NACCE Journal on entrepreneurship topics and building entrepreneurship centers at community colleges. In addition, she is regularly asked to speak and present on the activities at the Center, on entrepreneurship and the SBDC. She will be presenting for the third time at the NACCE annual conference, and presented at their regional summit. She also is a regular presenter at local functions such as UCSB’s Annual Clean Business Investment Summit, Rotary, Chambers and business forums. She was recently invited to the Santa Barbara Mayor’s roundtable on entrepreneurship and economic development, and to join State Senator Jackson’s regional innovation advisory council. 2. Describe the Deputy Sector Navigator’s past successes in creating educational products and/or services

that address skills gaps for industry, including but not limited to development and adoption of curriculum (be sure to highlight any experience at the community college level). What were the goals? What were the outcomes attributable to the Deputy Sector Navigator’s efforts?

Working collaboratively with an on-campus team and through a series of meetings with community leaders, business professionals and the Scheinfeld Center advisory board, Melissa continuously assesses and analyzes the need for entrepreneurship based skills and continues to revise curriculum and program content to keep current with community need. She developed eight courses with content specific to entrepreneurship as a result of the gap analysis and community input. She developed course descriptions, course objectives, student learning outcomes and suggested portfolio projects. The courses are a sequence of offerings using a practical, hands-on approach to allow students to develop their own business ideas in the classroom. Instructors are required to use hands on learning tools. The outcome for each course is a portfolio piece, as students work their way through the sequence to the culminating capstone course: Business Plan Development. Along the way students conduct and prepare a feasibility study, an industry analysis, a marketing plan, and operations plan, a financial plan, a legal plan and finally a market-ready business plan.


27

To enhance the students’ experiences at the center, Melissa developed several experiential components to provide inspiration, motivation, work experience, and product development experience. To name a few, she created the Scheinfeld Center’s signature lecture series: the Enlightened Entrepreneurship Series, the Scheinfeld Center Internship Program; the Scheinfeld Center Annual New Venture Challenge and the Enterprise Launch program. In the Enterprise Launch program, students participate in teams to rapidly develop a product or service in a single semester. More than 50 students clamor for a seat each semester. The program has produced numerous student products and success stories for business starts including LifeCycle Gardens,TM FuelBoxTM, ChillChairTM, Goe SwimwearTM, Fertile GroundsTM, and EmbraceTM. She also developed and runs the entrepreneurship Internship Program, having placed over 75 students in business, entrepreneurship and global trade related internship positions. She also developed the Annual New Venture Challenge which includes a high school component, and she has outreached to regional high schools through ROP, Virtual Enterprise and global trade programs, and high school program and academy leaders to secure participation in the challenge. She raised significant funding for high school scholarships, specifically awarded to New Venture Challenge winners. Part of the mission of the Scheinfeld Center is to assist students with their entrepreneurial concepts and teach them the critical skills needed to adequately assess a business concept, develop a business model, and mitigate risk. Outcomes include course and program completion rates, transfer rates, successful participation in the New Venture Challenge, number of students launching a business, and number of jobs created. Melissa’s past academic development accomplishments include developing, implementing and sustaining the paralegal training program at UCSB Extension as Director and faculty member, where she successfully obtained accreditation for the program from the American Bar Association, the premier accrediting body for paralegal programs. 3. Describe how the Deputy Sector Navigator has taken a leadership role in creating a vision, identifying

opportunities, and acquiring resources to organize cross-organizational and cross-functional teams to achieve a common set of goals. Melissa serves in a leadership role and as a visionary, tasked with building, creating, implementing and sustaining a vibrant entrepreneurship center. Her duties include reaching out to and collaborating with the Business Division and she has garnered unprecedented support from the Division. She is also tasked with reaching across campus to interdisciplinary departments, to infuse entrepreneurship principles in other disciplines. The Director has successfully collaborated with other departments to offer courses such as the Business of Art, the Business of Music, and the Center currently offers interdisciplinary Skills Competency Awards in graphic design, and web design. In addition she has collaborated with the SBCC Center for Sustainability to develop an eco-entrepreneurship program.


28

Melissa has been a leader in bringing awareness of the Scheinfeld Center and the Business Division to the community, and has successfully raised over $100,000 in funding from the community and private business to support the on-campus activities at the Center. She is also collaborating with the SBCC Foundation to raise larger funds in a $300,000 capital campaign for the Center. She conservatively manages operating funds of approximately $300,000 (including grant funds) and oversees a $1.6 million endowment. She is a driver of collaboration both on and off campus. In her role as Vice Chair for the MIT Enterprise Forum of the Central Coast, she has helped to rebuild a Board of Directors, and turn the focus of the Board to match the mission of the organization. She led organization to positive cash flow by implementing a fee-based program. In her role on the board of the Spirit of Entrepreneurship Foundation, she has been a demonstrated leader in implementing solution-oriented thinking to address the more difficult issues faced by the board and has helped to successfully resolve these issues. 4. Describe the Deputy Sector Navigator’s experience in outcome-centric environments/projects with strong

emphasis on data collection, performance baselining, measurement, reporting and analysis.

The Santa Barbara County Small Business Development Center (SBDC) has a sole focus and emphasis on outcomes. As the leader of the SBDC for the last 2.5 years, Melissa’s manages a cadre of consultants and trains and directs them to achieve and report certain outcomes. She gathers and analyzes the reportable data, and prepares reports on the outcomes of the clients’ metrics in Santa Barbara County. The SBDC targets outcomes relating to job retention or creation, business starts, increase in small business revenue, and investment (either through capital investment or loans). Since 2011, some significant outcomes that are a direct result of the counseling efforts are creating 20 new businesses, creating 97 new jobs, helping companies increase sales or raise capital to the tune of more than $11 million, and over 540 workshop attendees served. 5. Describe how the Deputy Sector Navigator will managing the project in order to leverage personnel, in-

kind funding and network connections for project success.

The Deputy Sector Navigator (DSN) intends to achieve project success as follows: 1. Conduct collaborative assessment and gap analysis meetings with existing regional partners, constituents, business leaders and economic development agencies for purposes of assessing current trends and needs in the global trade and logistics sector and to determine new training, course and event needs, and to understand where gaps exist and how to fill those gaps; 2. DSN will reach out and invite potential outside partners to participate at all stages of program development and implementation using her existing and extensive network in the region;


29

3. DSN will analyze data captured from collaborative meetings and create a strategic plan for the development and implementation of new programs that address current needs and gaps, and coordinate existing regional offerings that have value in the global trade and logistics sector to integrate programs to create cohesive offerings in the region; 4. DSN will orchestrate collaborative development and implementation of marketing efforts to facilitate regional participation in programs and events; 5. Identify and secure as participants potential lecturers to partner in program and event offerings via outreach to her network; 6. Identify and secure as participants small businesses as recipients of training and consulting services on global trade topics and related workforce training issues; Implement and track one-on-one consulting to the small business participants; 7. Utilize existing in-kind funding from 13 partners to schedule and coordinate program offerings; 8. Coordinate with regional high school programs and academies to facilitate pathways to new and existing global trade and logistics programs. The DSN will draw on her existing relationship with ROP, and regional high school administrators, Virtual Enterprise program leaders and other key high school contacts; 9. At the collegiate and community levels, ensuring the coordinated, cohesive and comprehensive delivery of excellent programs in the region including delivery of online and in-person courses and training, trade events, global industry touring, mini-grant-making, and small business consulting. At the high school level, ensuring delivery of grants, student leadership training and opportunities in global trade, and integrating global leadership concepts and activities into the Get Focused Stay Focused program. 10. Collect, monitor and analyze economic impact and workforce training data regarding outcomes and activities and prepare quarterly and annual reporting; 6. For those Deputy Sector Navigators who currently are operating from fixed asset facilities previously

developed with EWD funding (previously center grants), describe how you will utilize those assets in fulfilling the regional objectives of this grant.

This is not applicable to Santa Barbara City College. Management (Misc.) 1. Provide an organizational chart for operating the project Attached as Appendix A 2. Provide the Deputy Sector Navigator’s résumé Attached as Appendix B 3. Provide three references (in the form of letters attached to the application) from industry attesting to the

Deputy Sector Navigator’s successful experience in workforce development.

Attached as Appendix C


30

DISSEMINATION (One Page)

The Deputy Sector Navigator, Melissa Moreno assisted by administrative assistance of Leana Bowman will distribute the minutes and other information and resources related to the activities concerning Global Trade and Logistics under this RFA through electronic communications. They will also disseminate findings and work products from the regional meetings and projects to the Community College League of California, the Academic Senate, the California Community Colleges Association of Occupational Education (CCCAOE), and the CCCEWD as appropriate.

Reports of the regional activities will be provided to all other community colleges through distribution at the quarterly meetings with the CCCCO staff and via the website. All materials will be submitted to the Chancellor’s Office Project Monitor prior to distribution.

Dissemination Plan

Constituents Type Frequency Description Deputy Sector Navigators

E-mails Meetings Reports

Weekly Monthly Annually

E-mails of events, CCCCO/SCRC news and updates, correspondence as needed At conferences, region meetings, events Strategic Plan, Annual Summary

CCCCO Reports Special Quarterly Annually

Action Plan, Annual Summary, Deep Dives Reports on outcomes, expenditures Annual report and final fiscal expenditures

Sector Navigators E-mails Reports

As needed Annually

On-going communication of region activities Annual Summary

Regional Consortia Members

E-mails Reports

As needed Annually

On-going communication of region activities Strategic Plan, Annual Summary

CCC Faculty Meetings Reports

Twice Yr Annually


K-12 Partners Meetings Reports

Twice Yr Annually


4-Yr Institutions Reports Annually Annual Summary

Workforce Partners

E-mails Meetings Reports

As needed Quarterly Annually

E-mails of events, CCCCO/SCRC news and updates, correspondence as needed Region meetings, events, individually as needed Strategic Plan, Annual Summary

Industry/Trade E-mails Meetings Calls Reports


E-mails of events, region activities, correspondence as needed At conferences, region meetings, events Business forums on trade and logistics issues and planning Strategic Plan, Annual Summary


31

APPENDIX A: ORGANIZATIONAL CHART

Lori Gaskin President/Superintendent

SBCC

Diane Hollems

Dean of Ed Programs

SBCC

Melissa Moreno

Deputy Sector Navigator

100% Time

Partners

Econ Dev Agencies

Colleges

Leana Bowman

Administrative Support

30% Time

Jack Friedlander

Executive Vice President

SBCC

CCCCO Vice Chancellor Van Ton-Quinlivan


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APPENDIX B: RESUME OF DEPUTY SECTOR NAVIGATOR


33


34

APPENDIX C: LETTERS OF REFERENCE

LETTER ONE Bruce Stenslie, CEO

Economic Development Collaborative of Ventura County

LETTER TWO Ray Bowman, Director

Small Business Development Center

LETTER THREE Christopher Morales

Montecito Bank and Trust


35


36


37

April 26, 2013 Robin Harrington Program Monitor California Community Colleges Chancellor’s Office 1102 Q Street Sacramento, CA 95811 Dear Ms. Harrington, I am pleased to recommend Melissa Moreno for the Deputy Sector Navigator for Global Trade & Logistics grant, RFA 13-157 submitted by Santa Barbara City College. Santa Barbara City College is an excellent host for the Deputy Sector Navigator for Global Trade & Logistics for the region because it has developed one of the most comprehensive global trade and logistics programs in the state both on-line and in the classroom as well as maintains strong ties with business and economic development agencies throughout the region. The choice of Melissa Moreno to serve as Deputy Sector Navigator is well-founded. I have had the opportunity to work with Melissa in her capacity as Director of the Scheinfeld Center for Entrepreneurship & Innovation/satellite SBDC. Melissa has built exceedingly strong partnerships with the business community and excels in planning and managing programs and events. Specifically, Melissa has demonstrated to me:

Outstanding entrepreneurial skills in building the Scheinfeld Center from “the ground up”.

Creative skills in developing the “Enlightened Entrepreneur” series, where successful local Entrepreneurs are interviewed before an audience of aspiring entrepreneurs.

Awareness of outreach to underserved communities by creating the annual “New Venture Challenge”, open to local college and high school entrepreneurial students.

As a judge for the New Venture Challenge, I have witnessed and experienced the thorough detail with which Melissa and her team have planned and executed this invaluable program. I heartily recommend Melissa Moreno to support our region for the betterment of Global Trade and Logistics. Sincerely, Christopher Morales Trust Associate Montecito Bank & Trust [email protected]

mailto:[email protected]

santa barbara community college district california...

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