Chancellor s Office California Community Colleges Grant Number: 1 3-1 5 7 CONTACT PAGE District/College: Peralta Community College District Address: 333 E. 8 th Street City: Oakland State: CA Zip+4: 94606-2844 District Superintendent/President (or authorized Designee) Name: José M. Ortiz Title: Chancellor Phone: (510) 466-7202 Date: 04/25/13 Fax: Email Address: jortiz@peralta.edu Responsible Administrator (Should not be the same as Project Director) Name: Michael Goldberg Title: Phone: (510) 748-2318 Date: 04/25/13 Fax: Email Address: mgoldberg@peralta.edu Interim Dean, Workforce Development and Applied Sciences Project Director (Person responsible for conducting the daily operation of the grant) Name: Petural Shelton Title: Deputy Sector Navigator Phone: (925) 575-0484 Date: 04/25/13 Fax: Email Address: pshelton@peralta.edu Person Responsible for Data Entry Name: Daraja Wagner Title: Administrative Assistant Phone: (510) 748-5215 Date: 04/25/13 Fax: Email Address: dwagner@peralta.edu Business Officer (or authorized Designee) Name: May Beth Benvenutti Title: Business Manager Phone: (510) 748-2211 Date: 04/25/13 Fax: Email Address: mbbenvenutti@peralta.edu Person Responsible for Budget Certification Name: Ron Gerhard Title: Vice Chancellor, Finance and Administration Phone: (510) 466-7275 Date: 04/25/13 Fax: (510) 466-7851 Email Address: rgerhard@peralta.edu 2
APPLICATION ABSTRACT The College of Alameda (COA) proposes to establish a Global Trade & Logistics (GT&L) Deputy Sector Navigator (DSN) for the Interior Bay Area with the goal of a skilled regional GT&L workforce. The DSN will convene and coordinate key partners in industry, education, and workforce and economic development, facilitating the development of effective GT&L partnerships and career pathways. By 2018, the DSN will oversee a system of structured and connected educational programs and support services that enable students to advance over time to better jobs and higher levels of responsibility in the growing GT&L sector. Year 1 of the GT&L DSN initiative will lay the groundwork for intensive program development in subsequent years by strengthening systems and beginning to demonstrate curriculum alignment to regional labor market need. During Year 1, the DSN will: 1. Establish a functional collaborative structure with the Regional Consortium, the statewide GT&L Sector Navigator, other GT&L DSNs and Interior Bay Area colleges, as well as with the U.S. Department of Labor-funded Design It-Build It- Ship It initiative; 2. Engage industry and workforce development representatives in the identification of skills gaps and the design of career pathways responsive to their hiring needs; 3. Integrate the needs of GT&L employers into curriculum and programs that support progression along GT&L career ladders and lattices; 4. Develop and implement courses and programs to train incumbent workers; and 5. Collect and report data using common metrics and accountability measures and working with the statewide LaunchBoard initiative. By the end of the Year 1 grant term, the GT&L DSN for the Interior Bay Area will have accomplished system-building outcomes, including the establishment of a GT&L Advisory Group with the broad and consistent participation of representatives of K-16 education, employers, labor, industry associations, Workforce Investment Boards and others; identification of hiring needs and skills gaps; a map of existing and envisioned career pathways; professional development to support program design and implementation; establishment of marketing and communications mechanisms, such as a website and email list serves; and support of a data-driven collaborative culture through the collection and use of data. In addition, the DSN will have achieved program-building outcomes that include at minimum 4 work-based learning opportunities that address industry-identified skills gaps; two to three new student support and retention strategies; one industry-recognized certification training/testing program; one to two short-term, contract educational offerings; and one to two incumbent worker training programs. Each of these products will contribute to the development of a career pathway in the Interior Bay Area that supports student progression and drives economic growth through a vibrant global trade and logistics sector. 3
TABLE OF CONTENTS Page 1. Cover Letter 1 2. Contact Page 2 3. Application Abstract 3 4. Need 5 5. Response to Need 10 6. Annual Workplan 17 7. Application Budget Summary 25 8. Application Budget Detail 26 9. Project Management 28 10. Dissemination 32 11. Attachments a. Organizational Chart 33 b. Deputy Sector Navigator Resume 34 c. Deputy Sector Navigator Industry References Attached 4
NEED The College of Alameda (COA) proposes to support the work of a Deputy Sector Navigator (DSN) for the Global Trade & Logistics (GT&L) sector who will, among other responsibilities, guide a regional planning process to identify need for community college programs and articulated career pathways. The needs described in this proposal will be validated, detailed and expanded upon through this planning process, which will itself contribute to the engagement of diverse partners in movement toward solutions. 1. The Interior Bay Area s Global Trade and Logistics Sector The Interior Bay Area holds a position of primary importance to the regional, state, national and international economy due to its prominent and growing role in global trade and goods movement. Home to the Ports of Oakland, Richmond, Benicia and San Francisco; the Oakland and San Francisco International Airports; commercial rail corridors; and some of the country s most valuable advanced manufacturing, technology and agriculture exports, the Interior Bay Area provides career ladder opportunities for individuals skilled in local and international logistics and global trade. In today s increasingly global economy, more U.S. industries and occupations than ever before require international knowledge and focus. President Obama s National Export Initiative and the responsive positioning of our business enterprises, municipal governments, ports and airports are globalizing professions that were formerly focused domestically; yet the statistical systems and categories we use to define them do not adequately capture this phenomenon. For the purpose of developing industry-driven education and training that address the needs of an internationally-focused California economy, the interrelated sectors and career pathways defined here as Global Trade & Logistics (GT&L) include (1) local logistics and transportation; (2) global trade and supply chain management; and (3) international business and entrepreneurship. Logistics involves the forward and reverse flow and storage of goods, services and related information along the supply chain, both locally and internationally. 1 Global trade and supply chain management encompasses the planning and management of all activities involved in sourcing and procurement of import/export goods and services, including logistics management as well as coordination and collaboration with channel partners such as suppliers, intermediaries, third party service providers, and customers. International business & entrepreneurship is defined here as the creation and management of new business strategies that anticipate future needs and embrace globalization in innovative ways. Local Logistics and Transportation: The local logistics and transportation sector is among the largest in the Interior Bay Area, encompassing diverse roles in railroads, trucking, water (ports), air, and warehousing. Nearly 100,000 Bay Area individuals are employed in Transportation, Warehousing and Utilities, a figure projected to grow 16.8% 1 Definition is provided by the Council of Supply Chain Management Professionals, retrieved at: http://cscmp.org/about-us/supply-chain-management-definitions 5
by 2040. 2 Although the contraction of the global movement of goods resulted in loss of logistics jobs in the Bay Area in 2008-2010, projections indicate strong regional job growth will bring industry employment back to pre-recession levels by 2015. 3 The Port of Oakland - the 5th largest international port in the United States and California s gateway for 90% of wine exports -- is itself a momentous regional logistics and goods movement infrastructure, supporting as many as 450,000 jobs in Northern California. The Port is in the process of redeveloping 360 acres for a logistics business park and marine/rail transfer facility that will create an estimated 1,500 new warehousing, shipping, and logistics jobs within 5 years. Oakland International Airport is the #1 air cargo airport in the Bay Area and the west coast hub of FedEx. Complementing this focal point at Oakland are the smaller Ports of Richmond and Benicia -- specializing in liquid bulk and automobile tonnage; the Port of San Francisco and San Francisco International Airport; and the network of supply channels transporting agricultural products from the adjacent counties of Solano, Sonoma, Napa and Marin. Global Trade and Supply Chain Management: The Bay Area s exports of goods in 2011 totaled over $52 billion, comprising 30 percent of California s total exports. 4 An estimated 378,000 Bay Area jobs were supported by exports in 2010, 197,000 of which were in direct production. 5 Global trade drives hiring in occupations involving crossborder trade compliance, import/export paperwork and customs brokerage including many high-paying jobs not requiring a four-year degree. Major Interior Bay Area companies with international sales include Clorox, Chevron, General Electric, Verisign and URS Corporation. Small and medium-sized enterprises (SMEs) are also active on the international market, accounting for 46 percent of California s merchandise exports. The efficient movement and export of goods from agricultural centers such as Napa, Sonoma, Solano and the Central Valley -- as well as from the Silicon Valley and industries based in Alameda, Contra Costa and San Francisco -- present logistical and regulatory challenges that demand a skilled workforce. 2 Levy, Stephen, Bay Area Job Growth to 2040: Projections and Analysis (Palo Alto, CA: Center for the Continuing Study of the California Economy, February 2010). Retrieved at: http://www.onebayarea.org/pdf/3-9- 12/CCSCE_Bay_Area_Job_Growth_to_2040.pdf. EDD-defined Bay Area metropolitan areas included are: Oakland (Alameda and Contra Costa Counties); Napa (Napa County); San Francisco (Marin, San Francisco and San Mateo counties); San Jose (Santa Clara and San Benito counties); Santa Rosa (Sonoma County) and Vallejo (Solano County). 3 Environmental Scan: Logistics and Transportation Sectors, San Francisco Bay and Central Valley Regions (San Francisco, CA: Centers of Excellence of the California Community Colleges; and the Alameda Transportation & Logistics Academic Support Initiative (ATLAS), December 2010). Retrieved at: http://www.coeccc.net/environmental_scans/logistics_sfbay_scan_10.pdf 4 International Trade and the Bay Area Economy: Regional Interests and Global Outlook, 2012-2013 (San Francisco, CA: Bay Area Council Economic Institute, March 2013). http://www.bayareaeconomy.org/media/files/pdf/intltradebaeconomy2012-13web.pdf 5 Istrate, Emelia and Nicholas Marcia, Export Nation 2012: How U.S. Metropolitan Areas Are Driving National Growth (Washington, DC: The Brookings Institution, Metropolitan Policy Program, March 2012). 6
International business & entrepreneurship: As export markets grow, opportunities for innovative business development expand, further feeding the globalization of our local economy. Through efforts driven by the Governor s Office of Business and Economic Development (GoBiz) and the Bay Area Council, trade services in California and overseas are opening doors for a statewide network of trade and business organizations, and for the business enterprises that respond to international demand. Californians with a unique combination of entrepreneurial spirit, business savvy and education and training in international business management will be well positioned to bring new products and services into the export market in the years to come. 2. Regional Global Trade and Logistics Sector Skills Gaps and Career Pathway GT&L workers may enter the industry without post-secondary education in roles such as Forklift Drivers, Truck Drivers and Warehouse Workers, or as innovators creating new products and services for international markets. Credentials, degrees and licenses many available through California s public education system -- improve chances of employment and increasing responsibility and accelerate progress along a career ladder. The California Community Colleges Taxonomy of Program (TOP) system classifies GT&L programs primarily under code 0508.00 International Business and Trade and 0501.00 Logistics and Materials Transportation, though the infusion of global focus may take place in many disciplines. In a 2010 Center of Excellence study of over 200 Bay Area local logistics and transportation firms, need was identified for supply chain management workers with certain specialized skills, suggesting opportunities for community colleges to prepare individuals for entry or advancement into these positions. A high percentage (93%) said that familiarity with computer information systems for logistics and supply chain management was an important skill and 70% said the same of knowledge and understanding of security issues related to the movement of goods. A majority also sought workers skilled in use of Geographic Information Systems, or GIS. Training in these specialized areas is currently unavailable through Interior Bay Area community colleges, who have not participated in comprehensive career pathway coordination. Without a rigorous environmental scan of the sort conducted by the regional Center of Excellence or the skills panels that will be facilitated by the DSN, current skills gaps and career pathways in the rapidly-evolving global trade and supply chain management and international business and entrepreneurship fields remain ill-defined in the Interior Bay Area. Among small and large businesses with the potential to increase export distribution, opportunities exist for skilled individuals with understanding of foreign trade and its regulation, export controls, customs, freight forwarding, and trade mission activity. The community colleges are positioned to increase offerings of stackable credentials, certificates and degrees to prepare workers for roles that will ultimately increase exports and their international trade; yet most Business departments do not generally place a global focus on relevant coursework such as accounting, marketing, sales or business management, nor do they foster international business innovation 7
through dedicated courses or programs. Skills panels will be necessary to determine education and training needs that, if met, will increase activity and improve competitiveness of local firms in the international market. Workers in the Interior Bay Area pursue education and training relevant to GT&L careers in the K-12 public schools, community colleges, California State Universities (CSU), University of California (UC) system, private colleges and universities, and industry testing and certification bodies; yet to date, no deliberate career pathway effort has connected the dots regionally for individuals seeking structured and aligned educational programs and support services. Local GT&L training programs today include the Warehouse Operations & Forklift and Office Administration for Logistics programs at COA (described in section 3 below) and Contra Costa College; certificates and degrees in Airframe or Aircraft Maintenance Technician, Aircraft Powerplant Technician offered by three colleges COA, City College of San Francisco (CCSF), and Solano Community College; Avionics Tech certificates and degrees offered at CCSF and Solano; an International Business course at Chabot College; and a certificate in International Business at Ohlone College. Napa Valley College houses the North Bay Business and Entrepreneurship Center, which offers hybrid certificates in entrepreneurship and business management, administration and finance. 3. Local Activity in the Global Trade & Logistics Sector COA possesses five years of experience convening and coordinating regional partners through the Alameda Transportation and Logistics Academic Support initiative, or ATLAS, which serves as both a replicable model for logistics office administration and warehousing training, as well as a launching point for development of a much more extensive and regional career pathway in GT&L. ATLAS programs include certificates in Warehouse Operations & Forklift, Office Administration for Logistics, and Green Diesel Technician, offered as cohort-based Career Advancement Academies. Since its launch four years ago, 955 ATLAS participants have received certificates or degrees, the majority of whom have entered training-related employment. ATLAS has been recognized by Public Private Ventures within the East Bay Career Advancement Academies initiative for the integration of contextualized basic skills, job readiness and case management into industry-informed community college vocational training. COA also brings existing capacity to the DSN through its Center for Applied Learning (CAL @ COA), which coordinates the college s contract education, fee-based courses, and work-based learning opportunities. As a channel for meaningful industry engagement, the CAL @ COA will support the efforts of the DSN to expand ATLAS offerings while serving as a model for industry connections at other colleges. The statewide network of Centers for International Trade Development (CITD), housed at Riverside CCD, currently locates a Bay Area Center at Skyline College with a geographic scope that includes Interior Bay Area counties. In Southern California, the foundational work of CITD has developed programs that support export business and are accessible to incumbent and new workers. The statewide GT&L Sector Navigator, 8
evolving out of the current CITD at Riverside, will play a critical role in the alignment of career pathway education with the needs of employers across the state. The CITD network will not continue under its current structure after June 2013; however, COA will coordinate with the CITD at Skyline College to assume key relationships with local businesses, Small Business Development Centers, and other CITD partners. Design-it, Build-it, Ship-it (DBS) is a $14 million East Bay initiative funded by the U.S. Department of Labor, Trade Adjustment Assistance Community College and Career Training (TAACCCT) grant program. Under the fiscal sponsorship of Los Medanos College and including COA as a funded partner, DBS will strengthen regional sector strategies over the coming three years through coordinated career pathway development in Advanced Manufacturing, Transportation/Logistics, and Engineering in Alameda, Contra Costa and Solano Counties. DBS will establish the East Bay Skills Alliance, a regional sector intermediary overseeing the coordination of efforts among education, industry and workforce development partners. The goals of DBS align closely with those of CCCCO and the DSN; thus, COA will coordinate with DBS to integrate activities as described in the Response to Need section below. Apart from the initiatives described above, the GT&L sector s growth and labor market development are supported by the regional Chambers of Commerce, Small Business Development Centers, East Bay Economic Development Alliance, Bay Area Council, and the local presence of the federal Department of Commerce. Opportunities exist for the DSN to leverage the strengths of each of these partners through the coordination of efforts and braiding of resources. 4. Opportunity for Regional Global Trade and Logistics Sector Collaboration The CCCCO s vision for Doing What Matters for Jobs and the Economy presents an opportunity for the Interior Bay Area s GT&L DSN to focus attention on the sector among the region s community colleges and other key industry, education and workforce entities. Existing partnerships demonstrate potential for program and curriculum development that is responsive to employer need and effectively moves students and workers along GT&L career pathways; the DSN will be an important link in a coordinated career pathway initiative. In the Response to Need narrative below, COA describes in detail the proposed approach to DSN activity that fulfills the common goals of Doing What Matters and the federally-funded DBS initiative; aligns the core objectives of the statewide Sector Navigator, Regional Consortium, and Bay Area GT&L DSN; engages new and critical partners, including K-12 school districts, the CSU and UC systems, additional key employers, labor and industry associations, WIBs and state- and national-level partners; and assumes leadership in the development of stackable and articulated career pathways in the growing GT&L sector. 9
RESPONSE TO NEED Goals and Objectives The College of Alameda (COA) proposes to establish a Global Trade & Logistics (GT&L) Deputy Sector Navigator (DSN) for the Interior Bay Area with the goal of ensuring a skilled regional GT&L workforce. The DSN will convene and coordinate key partners in industry, education, and workforce and economic development, facilitating the development of effective GT&L partnerships and career pathways. By 2018, the DSN will oversee a system of structured and connected educational programs and support services that enable students to advance over time to better jobs and higher levels of responsibility in the growing GT&L sector. Year 1 of the GT&L DSN initiative will lay the groundwork for intensive program development in subsequent years. With a focus on partner engagement and coordination; skills gap identification; asset-mapping; professional development and data gathering, Year 1 will strengthen systems and begin to demonstrate curriculum alignment to regional labor market need. Year 1 objectives and activities are detailed in the Annual Workplan included in this application. In Years 2-5, increasing numbers of students and incumbent workers will build momentum as they progress along articulated GT&L career pathways. The objectives of the Year 1 Workplan are summarized here as follows: 1. Work collaboratively with the Co-Chairs of the Regional Consortium, the statewide GT&L Sector Navigator, other GT&L DSNs and Interior Bay Area colleges to promote and strengthen program and curriculum alignment; develop faculty collaboratives; and connect programs and employers. 2. Work collaboratively with GT&L employers, industry and labor organizations and Workforce Investment Boards (WIBs) to promote the growth of the sector in the Interior Bay Area economy by determining gaps in the workforce; promoting integration of workforce training and employment; providing incumbent worker training; promoting opportunities for contract education; and promoting opportunities for faculty professional growth. 3. Integrate the needs of GT&L employers into curriculum and programs addressing the job skills and competencies required for employment and advancement -- by creating a GT&L Advisory Group; professional development opportunities; curriculum articulated into a career pathway; career guidance supports; and faculty collaboration. 4. Enable incumbent GT&L workers to become more competitive in the Interior Bay Area labor market, increase competency and identify career pathways to economic self-sufficiency in collaboration with representatives of business, labor and professional trade associations by developing and implementing courses and programs to train incumbent workers; and developing articulated career pathways/lattices and stackable credentials. 5. Collect and report data using common metrics and accountability measures and working with the statewide LaunchBoard initiative. 10
Partners The Interior Bay Area s GT&L DSN will convene and coordinate activities among a diverse set of partners, included in the table below. Many of these partners have been engaged through the ATLAS program since 2009. The GT&L DSN will strengthen and expand partnerships, broadening the regional scope of the network and deepening its connections with industry, education and workforce development partners. Partner Organization Statewide GT&L Riverside CCD/ Sector Navigator CCC Centers for International Trade and Development Regional Consortium Bay Area Community College Consortium (BACCC)/Cabrillo CCD Chair; Co- (East Bay, North Bay, Chair, Interior Bay; SF/Peninsula, Silicon and the Regional Consortium s Collaborative Community of Practice Valley, Santa Cruz/Monterey) Bay Area DSN Skyline College/San Mateo CCD/former CITD Center Bay Area (Expressed intent to apply) Other DSNs DSNs selected to represent each of the 8 other regions statewide Employers Port of Oakland/Oakland International Airport, Port of Richmond, Port of San Francisco, San Francisco International Airport, FedEx, UPS, PCC Logistics, Dreisbach, G.E., Peet s, Berkeley Farms, Bay Ship and Yacht, Rolls Royce, Safeway, Target, WalMart, and more than 200 identified regional employers Chambers of Hispanic Chamber of Commerce of Alameda County; Oakland Chamber of Commerce Commerce; Richmond Chamber of Commerce; San Francisco Chamber of Commerce; other regional Chambers; and bi-national Chambers Small Business Small business development centers throughout the seven Interior Bay Area Development counties, including at CSU East Bay, and the U.S. Small Business Centers Administration U.S. Department of International Trade Administration (ITA), Oakland Export Assistance Center, Commerce San Francisco U.S. Export Assistance Center Other National and Governor s Office of Business and Economic Development (Go-Biz), California State Partners Department of Food and Agriculture, Export Import Bank of the United States Industry Orgs/ Occupational Safety and Health Administration (OSHA) and CalOSHA, Certifiers Manufacturing Skill Standards Council, NASBITE Labor Organizations Teamsters, ILWU and labor councils representing each county Workforce California WIB, Alameda County WIB, Oakland WIB, Workforce Investment Investment Boards San Francisco, Contra Costa WIB, Richmond WIB, Marin County WIB, Napa- Lake WIB, Solano County WIB, Sonoma County WIB Community Chabot-Las Positas CCD, Contra Costa CCD, Ohlone CCD, Marin CCD, Napa Colleges/Districts Valley CCD, Peralta CCD, San Francisco CCD, Solano County CCD, Sonoma County CCD 4-Year Colleges and CSU Maritime, CSU East Bay, University of California, Berkeley and the CSU Universities and UC systems Regional Adult Schools and ROPs in each of the 7 Interior Bay Area counties (though Occupational many of these have greatly reduced capacity due to budget cuts) Programs K-12 School districts and county offices of education in each of the seven Interior Bay Area counties Chancellor s Office Chancellor s Office Staff Doing What Matters Regional Center of Excellence, Training & Development technical assistance Technical Assistance providers Providers 11
Alignment with State and Regional Initiatives The Interior Bay Area s GT&L DSN will fulfill the common goals of the California Community Colleges Chancellor s Office (CCCCO) Doing What Matters for Jobs and the Economy initiative and the Bay Area s $15 million, DOL-funded Design It-Build It- Ship It initiative by coordinating activities, partner engagement, resource allocation, metrics definition, data management and evaluation across the interrelated elements of these two efforts. COA is committed to working closely with the CCCCO to realize the vision of Doing What Matters. The GT&L DSN for the Interior Bay Area will connect with Doing What Matters on the following levels: CCCCO Staff: The DSN will maintain close communication with CCCCO staff to ensure that the broad goals of the initiative are being met and the full range of available technical assistance and financial resources are accessed locally. Statewide Sector Navigator: COA has consulted with the statewide GT&L Sector Navigator at Riverside CCD, Jeff Williamson, to inform this application and has aligned objectives with the four core areas of statewide work: o Replicate existing Global Trade coursework and programs to expand the number of colleges offering these; o Infuse Global Trade content into existing coursework (accounting, marketing, business), sharing available curriculum; o Increase opportunities for incumbent workers (including small business owners and employees) to attain recognized credentials through shortterm GT&L training and testing; and o Increase regional exports by tailoring short-term training to non-traditional students within local businesses, upgrading their skills and improving their ability to export through practical, hands-on training. The DSN will continue deepening this relationship to facilitate sharing of industry trends, subject matter expertise, best practices, curriculum, contacts with state and regional industry associations and other partners, and connections with the statewide network of DSNs and statewide advisory group. In particular, the statewide Sector Navigator will play an important role in connecting the Interior Bay Area work with key individuals at the U.S. Department of Commerce, Governor s Office of Business and Economic Development, California Department of Food and Agriculture, Export Import Bank of the United States, Small Business Administration, and bi-national chambers of commerce. The DSN will also coordinate with the statewide Sector Navigator joint fundraising and advocacy efforts toward the shared goals of Doing What Matters. The DSN will look to the statewide Sector Navigator in particular to develop capacity in global trade and international logistics. Regional Consortium: COA has established relationships with the Chair and Co- Chair of the Bay Area Regional Consortium, Rock Pfotenhauer and Jessica Pitt, and with the Bay Area Community College Consortium (BACCC), which helped local colleges to collaborate rather than compete in their applications for DSN grant funding. The DSN will continue to work with these regional partners to 12
strengthen ties with the CCCCO and other colleges; connect with regional WIBs and other organizations; optimize sharing of resources, including technical assistance, professional development, marketing, curriculum development and grant funding; participate in a Collaborative Community of Practice; align metrics and evaluation efforts; and benefit from logistical and communications support. The DSN will also gain training and support from BACCC to adopt the Marketplace model successfully employed in the Healthcare, Industrial Maintenance, New Energy, Waste/Wastewater and Entrepreneurship sectors. Bay Area DSN: COA has established relationships at Skyline College and the San Mateo CCD, which have expressed their intent to apply for the Bay Area DSN position. The DSN at COA will work closely with this individual to align activities, co-host events, engage regional partners (and cross-refer partners outside our respective regions), leverage funding and share curriculum; and to develop local capacity in global trade and international logistics. Through Skyline College, COA s DSN will also leverage and further deepen the relationships established by Bay Area CITD, in particular the regional network of Small Business Assistance Centers. Technical Assistance Providers: The DSN will take full advantage of technical assistance resources made available through the CCCCO. The Bay Area Center of Excellence will be relied upon for labor market information and analysis; in December 2010, the ATLAS program partnered with the Center of Excellence to publish an Environmental Scan of the Logistics and Transportation Occupations in the San Francisco Bay and Central Valley regions. 6 Technical assistance will be sought to develop content area expertise and labor market familiarity in global trade and international logistics, as well as to inform the development of AA/AS programs. Training and development assistance will be tapped to improve and design contract education offerings. Interior Bay Area Community Colleges: The DSN will strengthen working relationships among the region s community college districts and their colleges toward the goal of articulated career pathways that prepare students for the local GT&L workforce. The DSN will convene key college representatives, make available existing curriculum and professional development, engage faculty collaboratives, and provide logistical and financial support for the design of courses and programs responsive to industry need. Design It-Build It-Ship It (DBS), described in the Need section above, is a federallyfunded workforce initiative to strengthen career pathway education in Transportation & Logistics, Advanced Manufacturing and Engineering in Alameda, Contra Costa and Solano Counties. DBS will support COA and nine additional community colleges in the design and implementation of stackable certificates that articulate to 4-year institutions. DBS will also invest in the development of systems that foster regional collaboration and resource-sharing, such as a common employer database, performance measurement system (aligned with the public workforce system s Virtual One-Stop system), and approach to employer engagement and skills gap identification. DBS will establish the 6 Centers of Excellence, 2010. 13
East Bay Skills Alliance, a regional sector intermediary convening education, industry and workforce development stakeholders in transportation & logistics and the two other targeted sectors. DBS will involve three of the seven Interior Bay Area counties and impact a cluster of industries inclusive of the GT&L sector; thus intentional and dedicated coordination between the COA and DBS has the potential to further the common objectives of the two initiatives. The Contra Costa CCD Dean of Workforce and Economic Development Randy Tillery, who serves as DBS Project Administrator, and the COA Dean of Workforce Development and Applied Sciences, who will oversee the DSN, have met to inform this application and will facilitate the seamless integration of GT&L coordination and advisory group convening, so that partners involvement is optimized and the shared goals of career pathway education are realized across the nine community college districts of the Interior Bay Area. The DSN will deepen the impact of the DBS initiative by expanding its geographic range, while leveraging grant dollars and the momentum already established at the outset of DBS. The Department of Labor funding available to Interior Bay Area colleges through DBS will be braided in support of DSN objectives, as indicated in the Budget Detail - Match sheet attached. Role of the DSN The Interior Bay Area GT&L DSN will serve as the point person for a complex network of regional partners. The DSN will secure the commitments of these partners to the development of career pathways that prepare skilled individuals for high-demand positions in global trade and logistics industries, and will engage them in the on-going work of skills gap assessment, program design, and coordination of educational offerings. The primary duties of the GT&L DSN will be: Convening of a regional GT&L Advisory Group, at minimum quarterly Initiative priority-setting, planning, management and leadership Aggregation of employer data, and maintenance of an employer database Labor market study and analysis, including convening of industry skills panels at least annually and coordination with the Regional Consortium, Center of Excellence and COA research department to facilitate research Inventory and mapping of GT&L programs and career pathways, and dissemination of shared regional career pathway maps Faculty engagement, including coordination and delivery of at minimum four professional development opportunities annually Industry engagement in program-building activities to provide work-based learning opportunities, design new and incumbent worker training, and develop curriculum content Workforce system engagement to leverage funding, identify workforce trends, and provide job search and career planning support to program participants Identification of best practices, existing curriculum and other resources In-depth program design and development with colleges and faculty collaboratives, according to priorities identified by the Advisory Group Communications with initiative partners and students, including support of an initiative website, list serve, and postings on appropriate online forums 14
Data collection, management, analysis and communication of results Regional GT&L Career Ladder Priorities Year 1 activities will engage diverse regional partners in the identification of skills gaps and opportunities to strengthen the Interior Bay Area s GT&L career ladder. Program development priorities will emerge through this process and inform the Annual Workplans of future years. Needs identified through preliminary discussion may be understood to fall into two categories: (1) system-building needs (aligned with the ARCC 2.0 Quality of Service Measures), and (2) program-building needs (aligned with the ARCC 2.0 Leading Indicators of Curriculum Alignment to Labor Market Needs and, ultimately, Student Momentum Points). System-building needs identified to date include: Establishment of collaborative structure that aligns Doing What Matters and DBS goals and activities Establishment of aggregated databases of partners and outcomes Establishment of common regional metrics and accountability systems Engagement of partners, including additional key industry partners (all ports and airports, major retailers, agricultural businesses, etc.), education partners (K-12 school districts, high school vocational training programs, ROCs, CSU and UC systems, including CSU Maritime) and workforce partners (all regional WIBs, community-based organizations) Inventory and mapping of existing career pathway activities Research to identify labor market trends and skills gaps Establishment of a regional GT&L Advisory Group for on-going labor market input and program-building Regional and sector-specific visioning, strategic planning and priority-setting Professional development on career pathway mapping and program development Identification of best practices and existing curriculum Collection and sharing of regional outcome data on career pathway strengthening and student movement Program-building needs will be met in part through the system-building that will take place in support of them. Program-building needs identified to-date include: Contextualized basic skills/vesl bridges into GT&L education, to address the limited English, math and computer skills of many entering students Infusion of a global focus in existing courses and programs, internationalizing coursework in Business, Accounting, Marketing and other disciplines in response to changes in the regional and global economy Stackable, articulated certificates and AA/AS degrees International Business, International Trade, Export Compliance, Customs Brokerage, Freight Forwarding, Global Business, Materials & Warehouse Management, Transportation Distribution Logistics, Supply Chain Operations, Supply Chain Sustainability Management and Cargo Security that build upon and 15
internationalize the limited offerings now available, and recognize the current barriers to transfer along a GT&L career pathway. Activities toward an AA/AS degree in Supply Chain Operations at COA have already begun under the ATLAS program. Testing and stackable certifications including the Manufacturing Skills Standards Council (MSSC) Certified Logistics Technician, OSHA, CalOSHA, Hazmat, Federal Aviation Administration, Customs Brokerage, and Class A & B driver s license -- that respond to industry need Short-term, contract education for skill sharpening in areas such as industry computer applications, international trade and logistics terminology, import/export paperwork, customer service, workplace communications and leadership Work-based learning opportunities, including hands-on training, CalWORKs and cooperative education placements, and paid and unpaid internships; as well as a sabbatical in industry faculty internship Enhanced student support for career pathway advancement, including cohortbased learning, academic case management, career planning and counseling, job readiness training and job search/job placement assistance. The Annual Workplan for Year 1 reflects a need to engage diverse partners in the mapping of education and training assets, the identification of unmet industry needs, and the prioritization of activities to build upon existing programs and strengthen the GT&L career pathway. The Workplan identifies opportunities for initial development of short-term training that can be accomplished in Year 1 and maps the longer-term activities and outcomes that will be the focus of research and development efforts. 16
Chancellor s Office California Community Colleges District: Peralta CCD College: Alameda Grant Number: 1 3-1 5 7 ANNUAL WORKPLAN Note: Student Momentum Point (MP) metrics that will be used in future years to track student progress resulting from Year 1 activities are indicated in the Year 1 Workplan in (parentheses). Objective Number 1.0: Work collaboratively with the Co-Chairs of the Regional Consortium, the statewide GT&L Sector Navigator, other GT&L DSNs and Interior Bay Area colleges to promote and strengthen program and curriculum alignment; develop faculty collaboratives; and connect programs and employers. Activities Timelines Responsible Person(s) Performance Outcomes Deputy Sector Navigator In- Region Investment Metric No. 1.1 Establish collaborative structure with (1) Doing What Matters partners, locally and statewide, and (2) Design It-Build It- Ship It (DBS) initiative to coordinate program and curriculum alignment/development and to connect programs and employers regionally. 7/13-9/13 DSN There is significant alignment among the goals of Doing What Matters, DBS and the DSN role. To maximize responsiveness to CCCCO priorities and leadership in the implementation of the DOL-funded DBS initiative, COA will build necessary supporting capacity through a collaborative structure. 100% QS-1 QS-4 1.2 Inventory Interior Bay Area s existing GT&L training programs 1.3 Establish Interior Bay Area GT&L website and list serve to disseminate information among partners, including available training programs, articulation, stackability, support services, etc. 7/13-10/13 7/13-9/13 DSN DSN, IT Manager COA will strengthen partnerships with education partners and position the region for collaborative work through inventory of existing training programs. COA will establish an online presence for the region s collaborative community through development of a website and list serve. 100% 50% 50% QS-2 QS-4 17
Chancellor s Office California Community Colleges District: Peralta CCD College: Alameda Grant Number: 1 3-1 5 7 Objective Number 2.0: ANNUAL WORKPLAN Work collaboratively with GT&L employers, industry and labor organizations and WIBs to promote the growth of the sector in the Interior Bay Area economy by determining gaps in the workforce; promoting integration of workforce training and employment; providing incumbent worker training; promoting opportunities for contract education; and promoting opportunities for faculty professional growth. Activities 2.1 Establish Interior Bay Area GT&L Advisory Group for on-going participation in regional career pathway planning and support. Timelines 7/13 Responsible Person(s) DSN Performance Outcomes COA will position education partners to align curriculum to labor market needs through the on-going involvement of a collaborative community Advisory Group, the outcome of this activity. Deputy Sector Navigat or 90% In-Region Investment 10% Metric No. QS-2 QS-4 2.2 Develop aggregated database of Interior Bay Area employers and industry and labor organizations 7/13-9/13 DSN, Program Asst. COA will strengthen partnerships with employers and labor organizations, positioning the region for collaborative work, through aggregation of employer contact information in a shared database. 100% QS-2 2.3 Convene skills panels to identify skills gaps in local GT&L labor market 9/13, 12/13, 3/14, 6/14 DSN COA will position education partners to align curriculum to labor market needs through strong engagement of industry partners in skills panels. 80% 20% QS-2 2.4 Conduct labor market study, including summit, surveys, focus groups, data analysis, in coordination with Centers of Excellence and Statewide Sector Navigator 7/13-3/14 DSN, Program Asst. COA will position education partners to align curriculum to labor market needs through engagement of industry and education partners in labor market research. 90% 10% QS-2 18
2.5 Develop map of Interior Bay Area s existing and envisioned GT&L career pathway 9/13-4/14 DSN, Program Asst. COA will deepen coordination and communication among industry and education partners through common definition of the GT&L career pathway. 100% QS-2 19
Chancellor s Office California Community Colleges District: Peralta CCD College: Alameda Grant Number: 1 3-1 5 7 Objective Number 3.0: ANNUAL WORKPLAN Integrate the needs of GT&L employers into curriculum and programs addressing the job skills and competencies required for employment and advancement -- by creating a GT&L Advisory Group; professional development opportunities; curriculum articulated into a career pathway; career guidance supports; and faculty collaboration. Activities Timelines Responsible Person(s) Performance Outcomes Deputy Sector Navigat or In- Region Investment Metric No. 3.1 Convene GT&L Advisory Group for on-going role in identification of labor market need and development of strategies to address training needs 9/13, 12/13, 3/14, 6/14 COA will position education partners to align curriculum to labor market needs through the on-going involvement of a collaborative community Advisory Group that will be the outcome of this activity. 95% 5% QS-4 3.2 Conduct faculty professional development on career pathway mapping and program development 8/13-6/14 Faculty engaged by the DSN in collaborative work will require training on career pathway development, best practices and established curriculum, thereby updating their skills to reflect labor market need. Faculty development opportunities will be offered at minimum four times during the grant term. 50% 50% LI-6 3.3 Expand GT&L work-based learning opportunities through: Internships WIA-funded OJT Co-operative work experience 9/13-6/14 Students will be better prepared for employment and able to meet the needs of industry if they participate in hands-on, work-based learning experiences codesigned by industry and education 50% 50% QS-2 LI-1 (MP-27) 20
Work experience embedded within course curriculum 6-week faculty sabbatical in industry partners. An outcome of this activity will be at minimum four new work-based learning opportunities offered through partnerships between Interior Bay Area colleges and employers. 3.4 Develop and improve cohortbased training through: contextualization of curriculum instructor collaboration student academic and career support improved academic and career assessment 1/14-6/14 DSN, Advisory Group, faculty collaboratives Existing and future GT&L training programs will support student retention and advancement through the implementation of research-based cohort learning models. Programs will benefit from education and industry co-design of cohort-based approaches, and from the updating of faculty and staff skills to implement these approaches. Existing programs will be strengthened in Spring 2014 through the introduction of two to three service strategies identified through Advisory Group planning. 50% 50% QS-2 LI-6 (MP-16) 3.5 Develop new courses and programs, including: industry-recognized certification training/testing programs 1/14-6/14 DSN, Advisory Group, faculty collaboratives The further development of the GT&L career pathway will have the outcome of new courses and programs regionally that are aligned with state-, industry-, nationallyand employer-recognized certification, ultimately resulting in employment and wage gains. In Year 1, one of these programs will be established, with additional objectives to be set for future years. 30% 70% LI-3 (MP-17) (MP-18) (MP-28) (MP-30-33) short-term contract education offerings 1/14-6/14 DSN, Advisory Group, faculty collaboratives The GT&L career pathway will include short-term contract education offerings that develop the skills of prospective and incumbent workers to meet the needs of industry, leading to improved employability and wage gains. In Year 1, one or two of these contract education offerings will be developed in response to industry need, with additional offerings to be developed in 40% 60% LI-1 (MP-33) (MP-34) 21
contextualized basic skills/vesl bridges into GT&L (Years 2-5) career ladder/lattice stackable and articulated certificates and degrees (Years 2-5) future years. Research and program development in Year 1 will lead to outcomes in future years of contextualized basic skills/vesl bridges aligned to the needs of industry partners. Research and program development in Year 1 will lead to outcomes in future years of regional career ladder/lattice stackable and articulated certificates and degrees aligned with industry need, ultimately resulting in certificate and degree attainment, job placement and wage gains. LI-1 (MP-8) LI-1 LI-2 LI-3 LI-5 (MP-23) (MP-25) (MP-29) (MP-30) (MP-31) (MP-32) (MP-33) 3.6 Introduce global trade and entrepreneurship emphasis into existing Interior Bay Area community college programs, such as accounting and business programs (Years 2-5) Research and program development in Year 1 will lead to outcomes in future years of increased numbers of trained community college faculty and programs that integrate a global trade and entrepreneurship emphasis, aligning with employer need and ultimately resulting in job placement and wage gains. LI-1 LI-6 (MP-28) (MP-30) (MP-31) (MP-32) (MP-33) 22
Chancellor s Office California Community Colleges District: Peralta CCD College: Alameda Grant Number: 1 3-1 5 7 Objective Number 4.0: ANNUAL WORKPLAN Enable incumbent GT&L workers to become more competitive in the Interior Bay Area labor market, increase competency and identify career pathways to economic self-sufficiency in collaboration with representatives of business, labor and professional trade associations by developing and implementing courses and programs to train incumbent workers, including credit, non-credit and contract education; and developing articulated career pathways/lattices and stackable credentials. Activities Timelines Responsible Person(s) Performance Outcomes Deputy Sector Navigator In- Region Investment Metric No. 4.1 Coordinate with statewide Sector Navigator and network to identify curriculum and best practices in incumbent worker training 6/13-12/13 DSN, Advisory Group Convening of the Advisory Group will support the identification of incumbent worker training needs beyond those that have been articulated through meetings with industry partners to date, further strengthening the partnership between education and industry. 100% QS-2 4.2 Develop 1-2 contract education courses that build out the career pathway for incumbent workers 1/14-6/14 DSN, Advisory Group, faculty collaboratives Industry partners have expressed need for short-term skills upgrade training for incumbent workers. Through DSN engagement, these training courses will be designed and one to two courses will be implemented in Year 1. These courses will result in layoff aversion and up-grading of skills, and ultimately in increased exports out of the Bay Area (MP-34), aligning with an intended business beneficial impact of the statewide Sector Navigator. 50% 50% LI-1 (MP-33) (MP-34) 23
Chancellor s Office California Community Colleges District: Peralta CCD College: Alameda Grant Number: 1 3-1 5 7 Objective Number 5.0: ANNUAL WORKPLAN Collect and report data using common metrics and accountability measures and working with the statewide LaunchBoard initiative. Activities Timelines Responsible Person(s) Performance Outcomes Deputy Sector Navigator In- Region Investment Metric No. 5.1 Define ARCC 2.0 scorecard baselines and 5-year goals for quality of service, curriculum alignment and student movement 5.2 Define common metrics and accountability systems across CCCCO and DBS initiatives in Interior Bay Area GT&L sector 7/13-9/13 7/13-9/13 DSN, Advisory Group DSN COA will respond to CCCCO priorities and support tracking of progress toward common goals through the definition of scorecard baselines. The establishment of 5-year goals will support strategic prioritization of Year 1 activities. COA will strengthen the regional GT&L community and support its collaborative work through the alignment of CCCCO and DBS metrics and data management systems 100% 100% QS-1 QS-4 QS-1 5.3 Track ARCC 2.0 common metrics as defined in this 2013-2014 Workplan 7/13-6/14 DSN, Program Assistant COA will respond to CCCCO priorities and enable Activity 5.4 below through the tracking of common metrics. 100% QS-4 5.4 Share and use LMI and performance data to foster a datadriven culture of continuously updated career pathway design 7/13-6/14 DSN, Advisory Group The collaborative community will be strengthened through access to up-todate data and facilitated opportunities to reflect on its implications, driving career pathway design and continuous growth. 100% 24
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Chancellor s Office California Community Colleges District: Peralta Community College District CCD College: Alameda Grant Number: 1 3 1 5 7 APPLICATION BUDGET DETAIL SHEET Object of Expenditure 1100 1400 2100 3000 Classification Academic Salaries, Instructional, Contract or Regular Status Instructional costs for delivery of short-term contract education 120 x $80/hour (instruction) = $9,600 Faculty compensation for participation in faculty collaboratives and program development 500 x $40/hour (extra service) = $20,000 Project Director: Deputy Sector Navigator Petrual PJ Shelton/Project Director 100% FTE = $90,153 Classified Salaries, Noninstructional (Regular, Full-time) Daraja Wagner/Staff Services Specialist (Program Assistant) 100% FTE = $47,096 Employee Benefits Petrual PJ Shelton @ 24% (STRS, Medicare, Unemployment, Worker s Comp, OPEB, Life/Disability/EAP, Medical, Dental) Daraja Wagner @ 48% (PERS, FICA, Medicare, Unemployment, Worker s Comp, OPEB, Life/Disability/EAP, Medical, Dental) Funds Requested Funds Requested Deputy Sector Navigator $200,000 90,153 47,096 20,323 22,736 In-Region Investments $100,00 9,600 20,000 4000 Supplies and Materials Meeting expenses, $4,000 4,000 5000 Other Operating Expenses and Services Subcontractors Professional Development Training @$120/hour x50 Planning and Project Development Consulting @ $120/hour x 80 Curriculum Development Consulting @ $80/hour x 80 Web Content Developer@ $60/hour x 100 Travel: Local mileage and parking, $8,000 Conference expenses: $2,000 $6,000 $9,600 $6,400 $6,000 $8,000 $2,000 6000 Capital Outlay 6400 Office Furniture, $1,000 $1,000 7000 Other Outgo Student subsidy for industry-recognized certification testing, 30 x $400 Adjunct faculty professional development stipends, 20 x $600 Reserve for contingencies, $11,554 12,000 12,000 11,554 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 26
Chancellor s Office California Community Colleges District: Peralta CCD CCD College: Alameda Grant Number: 1 3-1 5 7 APPLICATION BUDGET DETAIL SHEET MATCH Object of Expenditure Classification Match Classified Salaries, Noninstructional (Non-Regular, Full-time) 2300 College of Alameda supervision and management personnel (President, Vice President of Instruction, Dean of Workforce Development, ATLAS Coordinator, ATLAS Counselor, Staff Services Specialist Finance) In-Kind Design It-Build It-Ship It (DBS) coordination and management personnel (Project Administrator, Pathway Partnership Coordinator) U.S. Department of Labor, TAACCCT grant $60,000 $60,000 3000 Employee Benefits College of Alameda supervision and management personnel In-Kind DBS coordination and management personnel U.S. Department of Labor, TAACCCT grant $20,000 20,000 5000 Other Operating Expenses and Services COA Facilities Rental, Utilities, Maintenance In-kind COA and other college meeting rooms In-Kind Data management and evaluation U.S. Department of Labor, TAACCCT $24,000 $6,000 $10,000 Total Direct Costs $200,000 Total Indirect Costs (Not to Exceed 4% of Direct Costs) 0 Total Costs $200,000 27
PROJECT MANAGEMENT PLAN The Interior Bay Area s GT&L DSN will be housed at COA under the fiscal sponsorship of the Peralta Community College District. The 100% full-time DSN position will be assumed by Petural PJ Shelton, whose resumé and three industry reference letters are attached to this application. Ms. Shelton will bring to the project management function of the DSN position extensive subject matter expertise, experience creating curriculum and training programs informed by industry, leadership capacity, collaborative orientation, and familiarity with data-driven program design and implementation. 1. Professional Experience in the Global Trade & Logistics Sector PJ Shelton possesses thirty years of GT&L experience in industry and coordinating and delivering instructional programs at Bay Area community colleges. Her work has taken her throughout the western United States and the Pacific Rim, in roles ranging from customer service to operations to global market development. She maintains strong partnerships with local employers, and she has successfully designed curriculum responsive to the needs of new and incumbent workers. Ms. Shelton currently serves as adjunct faculty to the College of Alameda s ATLAS program, providing instruction to students seeking entry-level employment in warehouse operations, forklift and logistics office administration. In this role, Ms. Shelton consults regularly with industry representatives and the ATLAS Advisory Group, responding to identified skills gaps through the development and refinement of course curriculum and instructional strategies. Ms. Shelton has gained a high level of familiarity with the needs of students with limited educational or professional background, many of whom confront the multiple barriers of criminal backgrounds, limited English proficiency and poverty, and has provided them with instruction, career guidance and job placement assistance as they enter the GT&L career ladder. In addition to teaching at the College of Alameda, Ms. Shelton teaches related coursework at Contra Costa College, also within the Interior Bay Area network of colleges. Prior to joining the College of Alameda, Ms. Shelton acquired extensive practical experience through roles in sales and global account management in the air freight, trade and logistics industries. During more than thirty years working with companies such as FedEx, Exel Global Freight Management, Bax Global, Emery Worldwide, TLG Air Express, Globaltranz and Estes Express Lines, Ms. Shelton gained familiarity with diverse supply chain functions, including customer service, business development, administration, operations, quality management and process improvement. She possesses specific expertise in the management of military and other government supply chains. She has also consulted with small business owners to develop their export channels. She developed interest in training and professional development through her roles on teams and her interactions with employees in the many positions critical to international trade, supply chain management and logistics. 28
Ms. Shelton has made a career of network and partnership development in the GT&L sector. Her relationships with logistics companies and their local and international customers have gained her a reputation as an accomplished professional and led her in 2005 to establish her own air freight company. While in her role at CCSF, she developed extensive contacts at area employers, as well as a working relationship with the Director of the Bay Area CITD, and she continues to deepen these ties through active participation on the ATLAS advisory group. Ms. Shelton has gained a high level of familiarity with Bay Area community colleges and their GT&L programs. She entered the public education system through her role as Project Coordinator of the Northern California Logistics and Development (NCLAD) program at City College of San Francisco (CCSF), also within the Interior Bay Area network. At NCLAD, Ms. Shelton worked closely with industry to design and implement incumbent worker training programs needed to pass certification exams and advance within their companies. While in this role, Ms. Shelton was invited by Wayne County Community College in Detroit, MI to advise on the development of their GT&L programs. In addition to coordinating at CCSF and teaching at COA and Contra Costa College, Ms. Shelton has discussed GT&L program development opportunities with Diablo Valley, Chabot, Las Positas and Merritt Colleges. Ms. Shelton is a prior member of the Board of the Council of Supply Chain Management Professionals and current Chair of the Contra Costa County Commission of First Five. 2. Educational Product/Service Development Experience As the former Project Coordinator of the Northern California Logistics and Development (NCLAD) program at CCSF, Ms. Shelton served as the liaison between the college and industry employers in the design and implementation of incumbent worker training courses. These courses were typically offered at the work site by adjunct faculty recruited from the industry, and were advertised as stepping-stones to college level coursework, certificates and degrees. Ms. Shelton conducted employer outreach, assessed incumbent worker training needs, identified and adapted available curriculum, worked with industry representatives and instructors to develop new industry-informed curriculum, and oversaw the implementation of multiple training programs. In this leadership role, Ms. Shelton worked with local employers such as Give Something Back, US Food Services, Safeway and PLS to address their training needs related to customer service, sales, driver customer assistance, and warehouse operations. She also worked closely with CCSF to ensure that courses articulated and stacked toward certificates and degrees, whenever possible. She conducted additional outreach and needs assessments at high schools to determine student interest in community college programs, learning and communicating to the college ways to adapt program content to increase enrollments while preparing young people for the workforce. The goals of the NCLAD program were to deliver short-term incumbent worker training courses that (1) responded to the needs of industry by preventing layoffs and preparing employees for jobs with increased responsibility, and (2) increased enrollment in Business Department and other trade and logistics-related certificate and degree 29
programs at the college. Ms. Shelton contributed to the attainment of these goals by creating and implementing courses with defined pathways into CCSF programs. 3. Leadership and Collaboration Development Experience PJ Shelton has held positions of increasing responsibility throughout her 30 year career and has assumed leadership of successful projects in corporate and educational environments. As founder of her own regional air, rail and maritime logistics company, Ms. Shelton led its strategic growth and facilitated its merger with a domestic shipping firm. As Vice President of Sales for AFC and as Regional Sales Director for Exel Global Freight Management, Ms. Shelton led business development for the United States west of the Mississippi and for the entire Pacific Rim, travelling domestically and internationally to identify opportunities and move forward complex trade and logistics arrangements. During her seven years with Emery Worldwide, a heavyweight air freight carrier, Ms. Shelton rose to the position of Global Account Manager for Government Sales; here, she managed and trained teams of sales Account Managers and exceeded goals related to the large-scale distribution of military supplies. Ms. Shelton s roles with the NCLAD and ATLAS programs have required her leadership in the design and implementation of training courses, as described above. Here, she has translated her planning, organizational, management and quality improvement skills gained in the corporate world to the design and implementation of industry-driven educational programs. In both roles, she has worked independently as well as collaboratively toward program goals requiring organization and dedication to achieve. 4. Outcome-Centric Project Experience The ATLAS program has been funded by a four-year, U.S. Department of Labor grant to COA that requires extensive progress and student outcome tracking and reporting. ATLAS instructors conduct student intake assessments to establish baseline skill levels, then track student progress, grade achievement and completion for the duration of program enrollment. ATLAS instructors also track student demographic data, as well as GT&L employer needs assessment and labor market data. Both this and the NCLAD program have oriented Ms. Shelton to the demands of data collection, reporting and analysis in grant-funded community college programming. Prior to joining the community college system, Ms. Shelton s experience in the corporate world acquainted her with rigorous sales and marketing goals and performance measurement practices. She has consistently assumed roles in which success is measured and evaluated and has demonstrated the ability to track outcomes and achieve goals; in her teaching, she models this corporate practice in setting high expectations for student performance and measuring their progress toward personal, academic and career goals. 5. Project Management and Resource Leveraging Approach 30
Effective management of the DSN Workplan will require that Ms. Shelton leverage personnel, collaborative structures, grant and in-kind funding, and far-reaching network connections toward defined objectives. Key to her success in this role will be her ability to garner buy-in and ownership among diverse partners, so that the contributions of each and the coordination among them result in impacts reaching far beyond her individual actions. Ms. Shelton will leverage the following resources toward achieving the objectives of the Year 1 Workplan: DBS initiative resources, including (1) Department of Labor, Trade Adjustment Act Community College Career Training three-year funding, included in the DSN budget as matching funds, (2) technical assistance resources dedicated to curriculum and career pathway development, (3) data collection resources, including development of a shared data tracking system aligned with the workforce system s Virtual One-Stop, (4) employer engagement capacity, through co-facilitated convenings of skills panels and advisory groups, (5) college engagement capacity, through coordinated facilitation of faculty collaboratives to address common curriculum development and program design goals, (6) office and classroom facilities, for co-location of activities, and (7) dissemination of Interior Bay Area effective practices to wide audiences CITD resources, including established partnerships with industry and education partners in the Interior Bay Area, labor market information and course curriculum Regional Consortium resources, including coordination and communications capacity throughout the Consortium membership, and the Marketplace model for sector-specific engagement Statewide Sector Navigator and other DSN capacity to provide and advise on the application of existing curriculum, and to disseminate information and products Interior Bay Area colleges and other partners in-kind contributions of meeting space and materials. 31
DISSEMINATION Dissemination of information and resources will be essential to the success of a coordinated network of GT&L partners in the Interior Bay Area, as well as to the broad influence on policy and practice that this initiative has the potential to achieve. COA and its DSN will maintain open and on-going communication with the many partners described in this proposal throughout the grant term. This will involve the establishment of a simple and straightforward website, modeled after the BACCC s various Marketplace web pages (for example, see the Entrepreneurship Marketplace on http://www.baccc.net). The DSN will also maintain an Interior Bay Area GT&L email list serve and, as needed, email lists specific to projects or working groups -- for updates on meetings, progress toward joint projects, and industry workforce development information. The DSN will support marketing efforts to engage new partners, especially employers, utilizing existing digital channels as well as in-person appearances at Chambers of Commerce meetings and other industry gatherings. COA is also committed to the distribution of lessons learned, effective practices, grant materials and products. These may include curriculum, such as for the proposed COA AA/AS degree in Supply Chain Operations; career pathway maps and other materials; professional development curriculum and materials; contract education design; and innovative models such as a faculty sabbatical in industry. The DSN will ensure materials are distributed among Interior Bay Area partners by the means described above, as well as through the Regional Consortium. Coordination with the Bay Area GT&L DSN will facilitate sharing across the broader region, electronically and in-person, as appropriate, through co-hosted convenings and professional development opportunities. The Sector Navigator will assist in disseminating products and information on a statewide level, including through www.citd.org and www.californiastep.org. The DSN will coordinate with the DBS initiative to share regional lessons learned and outcomes both locally and nationally. Finally, the DSN will participate in conferences and symposia whenever possible, as a means of reaching various audiences such as educators, industry representatives, workforce and economic development professionals and Californians at all steps along the GT&L career pathway. 32
Peralta Community College District College of Alameda Deputy Sector Navigator Application RFA 13-157: Global Trade & Logistics Organizational Chart CCCCO Statewide Vision Global Trade & Logistics Statewide Sector Navigator Statewide GT&L Coordination Bay Area Regional Consortium Regional Cross-Sector Coordination College of Alameda Dean of Workforce Dev & Applied Sciences DBS/East Bay Skills Alliance Transportation, Trade & Logistics Pathway Partnership Regional 3-Sector Coordination Interior Bay Area GT&L Deputy Sector Navigator Interior Bay Area GT&L Advisory Group Collaborative Community Bay Area GT&L Deputy Sector Navigator Regional GT&L Coordination GT&L Working Groups/Faculty Collaboratives 33
PETURAL P.J. SHELTON SYNOPSIS 375 Jacaranda Drive Danville, CA 94506 925.648.4404 925.575.0484 Dynamic Sales Professional offering proven performance in transportation / logistics. Background is global, domestic, and regional. Quantifiable, verifiable record of delivering results in revenue, new business, and customer share. Exceptional leader, with experience recruiting a cohesive sales force, providing comprehensive sales and product training, and motivating the team to achieve margins that consistently exceed objectives. Training in Multi-Culturalism and Cultural Diversity/Behavioral Science. Managerial philosophy founded on the premise that life has no limitations, except the ones we make. Expertise: Management Sales Training Customer Relationship Management New Business Development Facilitator/Trainer Counselor/Administrator EXPERIENCE Peralta Community College District 2012 to Present Faculty (Adjunct) Instructor in the ATLAS Program for students transitioning into a new career path. Facilitate and prepare students with industry curriculum and concepts that prepares them for entry level careers in the Supply Chain / Transportation industry. Develop course curriculum, lesson plans & assessment tools in Logistics and Warehouse & Distribution Work with and counsel students by introducing collaboration and communicative techniques. ESTES EXPRESS LINES 2010 to 2012 Sales Professional - TL/TL Supply Chain Company in partnership within the United States providing OTR Intermodal as well as a complete portfolio of supply chain services to a diverse customer base. Providing leadership. Business Development and Process improvements while helping clients realize a return on investment. Working exclusively within the industry and community helping to optimize business performances - Certified as a Six Sigma Black Belt in TQM. GLOBALTRANZ, NORTHERN CA 2009 to 2010 Independent Contractor LTL/TL Supply Chain Company in partnership with National Trucking companies throughout the United States providing OTR Intermodal Air- Ocean service to a diverse customer base. Industry Consultant Providing leadership. Business Development and Process improvements while helping clients realize a return on investment. Working exclusively within the educational industry and community of colleges helping to optimize business performances, integrating and assisting private industry with training and job placement. Certified as a Six Sigma Black Belt in TQM. YRCW, TRACY, CA 2006 TO 4/2009 Global Solutions Manager - International Sales, Western Region Developed and worked with the Western Region sales team comprised of 45 sales professionals to identify and sale the supply chain portfolio of international services. Travelled throughout the PNW growing the region by 157% of plan. Generated revenues of over $5M within the first 18 months. 34
PETURAL P.J. SHELTON 925.648.4404 925.575.0484 NCLAD (NORTHERN CALIFORNIA LOGISTICS AND DISTRIBUTION) 2006 TO 2007 DIRECTOR HELD THE KEY POSITION OF ORGANIZING AND RUNNING THIS GRANT - DEVELOPING PROGRAMS/TRAINING FOR REGIONAL COMPANIES - RESPONSIBILITIES INCLUDED: COMMUNITY OUTREACH CREATION OF TRAINING/CURRICULUM COORDINATING DATABASE OF TRAINERS DEVELOPING DATABASE OF LIKE COLLEGES DEVELOPING ADVISORY BOARD REPRESENTING NORCAL AT CATLI MEETINGS FORMING BUSINESS RELATIONSHIPS WITH CORPORATIONS MODERATING ALL MEETINGS TLG AIR EXPRESS / AFC 2005 to 2006 PRINCIPAL OWNER MERGED WITH AFC V.P. SALES WESTERN REGION Responsible for all aspects of Business Development within the Western Region - P& L Responsibility for 2 offices - Corporate responsibility for all military development EXEL GLOBAL FREIGHT MANAGEMENT, San Francisco, CA 2003 to 2/2005 Regional Sales Director, Western Region Recruited to this leading international freight forwarder to direct 32 Business Development Executives, and held senior responsibility for sales, revenue, and margin dollars for this, the largest region in Exel, encompassing San Francisco, San Diego, and Los Angeles, CA, Salt Lake City, UT, Portland, OR, Seattle, WA, Phoenix, AZ, Denver, CO, and Las Vegas, NV. RPS, San Francisco, CA 1998 to 2001 District Sales Representative BAX GLOBAL (fmly Burlington Air Express), Irvine, CA 1997 to 1998 Regional Sales Manager, Northwest Region. EMERY WORLDWIDE, Redwood City, CA 1990 to 1997 Global Account Manager, Government Sales (1996 to 1997) District Sales Manager (1992 to 1996) Account Manager (1990 to 1992) FEDEX (FORMERLY FEDERAL EXPRESS) 1983 TO 1989 INTERN HUB OAK (1983) CUSTOMER SERVICE BUSINESS SERVICE CENTER (1983 TO 1984) SALES SERVICE COORDINATOR (1984 TO 1989) 35
PETURAL P.J. SHELTON 925.648.4404 925.575.0484 ACADEMICS M.B.A. CANDIDATE, MULTICULTURALISM/CULTURAL DIVERSITY BUSINESS LEADERSHIP 17 MORE UNITS Golden Gate University, San Francisco CA SIX SIGMA CERTIFICATION 2007 BLACK BELT APICS CERTIFICATE, HR MANAGEMENT 1984 California State Hayward, Hayward CA B.S., BUSINESS ADMINISTRATION 1976 Shaw College, Detroit MI AFFILIATIONS National Association of Female Executives Council of Supply Chain Management Professionals / CSCMP National Defense Transportation Association / NDTA Greater Bay Area Transportation Women in Transportation Freight Forwarding Networks Worldwide The Logistics & Supply Chain Networking Group A Truckload, Trucking, Logistics, Supply Chain 3PL, Distribution Group Linkin Transportation Professionals Freight & Logistics Professionals Northern California Human Resource Council County Commissioner Contra Costa County AC5 AC5 - Commissioner / Past Chair First Five Contra Costa County Commissioner / Chair 36
April 23, 2013 Van Ton-Quinlivan Vice Chancellor, Workforce and Economic Development California Community Colleges 1102 Q Street, Suite 4554 Sacramento, CA 95811 RE: Deputy Sector Navigator, Global Trade & Logistics Sector, Interior Bay Area Region Dear Ms. Ton-Quinlivan: I am writing in support of the College of Alameda s application to support Petural Shelton in the role of Deputy Sector Navigator for the Global Trade & Logistics sector in the Interior Bay Area. Ricketts & Associates is a professional education and training consulting, firm located in the San Francisco Bay area since 1994 and serving client organizations in the U.S. and abroad. Our target audience includes public and private sector organizations, and educational institutions conducting assessments, professional development training, cross-cultural literacy for teachers, curriculum design and delivery, and industry specific customized training programs. In my role as consultant to the president of the College of Alameda, I have had the opportunity to work with and observe the work of Petural Shelton, an experienced educator and industry specialist with a strong and effective business development and sales and marketing background in the transportation and logistics industry. She has served the ATLAS program as an instructor for more than 8 cohorts. Ms. Shelton is expert at identifying and securing business partnerships in cross sector industries. She is thorough and she commands both endearment and respect from students, staff, and industry professionals.