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INTER-OFFICE CORRESPONDENCE
LOS ANGELES COMMUNITY COLLEGES
OFFICE OF THE CHANCELLOR
TO:
Members of the Board of Trustees
FROM:
Francisco C. Rodriguez, Chance^
DATE:
October 30, 2014
u
SUBJECT: BOARD LETTER FOR NOVEMBER 5, 2014 MEETING
Board Meeting Location
Next week's Board meeting will be held at Los Anqefes Pierce CoHege. The meeting times and locations are as
follows:
Meetings
Time
Location
Ad Hoc Committee on
12:45 p.m.-1:45 p.m.
Student Community Center/Great Hall
Environmental Stewardship
Building 1900
Break
1:45 p.m.-2:00 p,m.
Budget & Finance Committee
2:00 p.m.-3:15 p,m.
Student Community Center/Great Hall
Building 1900
Break
3:15 p.m,-3:30 p,m.
Convene Public Session
3:30 p.m.
Student Community Center/Great Hall
Building 1900
Recess to Closed Session
Immediately Following
Public Session
College Services Conference Room
Building 2100
Parkin
See college map (attached) for parking area for Board of Trustees and LACCD staff.
Ad Hoc Committee on Environmental Stewardship fPearlman Chair, Field Member)
The committee will meet from 12:45 p.m. to 1:45 p,m. in the Student Community Center/Great Hall, Building 1900.
For the committee's agenda refer to Attachment A.
Budget & Finance Committee Meeting (Moreno Chair. Ena Vice Chair, Veres Member)
The committee will meet from 2:00 p.m, to 3:15 p.m. in the Student Community Center/Great Hall, Building 1900,
For the committee's agenda refer to Attachment B.
Agenda Format
Welcoming Remarks: President Kathleen F. Burke will provide welcoming remarks during the Public Session of the
Board meeting.
Board Letter - November 5, 2014
Page 2 of 2
Confidential Matters
The attached correspondence is confidential and should not be shared with other persons.
.
Office of General Counsel
o Enclosed for your review is the District-related Litigation Report. (Refer to Attachment C)
o Enclosed for your review is the Bond-related Litigation Report. (Refer to Attachment D)
o Enclosed for your review is an update report from the Office of Diversity Programs. (Refer to
Attachment E)
o Enclosed for your review is an update pertaining to the status on personnel actions, (Refer to
Attachment F)
Other Matters
.
Reappointments to the DCOC (CH2) - Enclosed for your information are resumes of individuals being
recommended for reappointment to the District Citizens' Oversight Committee.
o Resume for David Rattray (Refer to Attachment G)
o Resume for Dr. Lanny Nelms (Refer to Attachment H)
Please let me know should you have any questions regarding the meeting.
Board of Trustees Meeting
Los Angeles Pierce College
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B Board of Trustees
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AGENDA
LOS ANGELES COMMUNITY COLLEGE DISTRICT
770 Wilshire Boulevard, Los Angeles, CA 90017 213/891-2000
LOS ANGELES COMMUNITY COLLEGE DISTRICT
I
BOARD OF TRUSTEES
BUDGET & FINANCE COMMITTEE
Los Angeles Pierce College
Student Community Center/Great Hall " Building 1900
6201 Winnetka Avenue
Woodland Hills/ CA 91371
Wednesday/ November 5, 2014
2:00 p.m. - 3:15 p.m.
ATTACHMENT "B
Committee Me m be rs
Ernest H. Moreno/ Chair
Mike Eng/ Vice Chair
Steve Veres/ Member
Scott J. Svonkfn/ Alternate
Jeanette Gordon/ Staff Liaison
Marvin Martinez/ College President Liaison
Agenda
(Items may be taken out of order)
I. ROLL CALL
II. PUBLIC SPEAKERS*
III. REPORTS/RECOMMENDATIONS/ACTION
A. Update on Underwriter Process
B, First Quarterly Report
C. Update on Bank RFP
D. Update on Information Technology (IT) Expenditure Review
IV. FUTURE DISCUSSION/AGENDA ITEMS
.
Update on Cost Savings from Master Agreements (Chancellor's Directive
.
Retirement Incentives
#142)
V, FUTURE BUDGET & FINANCE COMMITTEE MEETING DATES
.
November 19, 2014
VI. NEW BUSINESS
VII. SUMMARY - NEXT MEETING ......................................... Ernest H. Moreno
VIII.
ADJOURNMENT
^Members of the public are allotted five minutes time to address the agenda issues.
//
If requested, the agenda_ shall be made available in appropriate alternate formats to
persons with a ^disability/ as required by Section' 202 of the American with
Disabilities Act _ of 1990 (42_U.S.C.'Section'12132)/ and the rules and regulations
adopted m i'^PIementaJ:ion,ther'epf- The agenda shall include information regardmg
how/ for whom/ and when a request for disability-related modification or
accpmmodation/ inctuding auxiliary aids or services may be made by a person with
a disability who requires a modification or accommodation in order to participate in
the public meeting.
To make such a request please contact the Executive Secretary to the Board of
Trustees at 213/891-2044 no later than 12 p.m. (noon) on the Tuesday prior to the
Board meeting,
Budget and Finance Committee Meeting
November 5, 2014
Item "A"
Memorandum
Date: October 24, 2014
To: Ernest Moreno, Chairperson
Budget & Finance Committee
Los Angeles Commune College District
From: David Brodsly
^'
KNN Public Finance
Jeanette Gordon
CFO, Los Angeles Community College District
Re: Recommendations for Underwriting Team fof First Round of Bond Issuance
On November 5, 2014, the Budget & Finance Committee and the Board of Trustees are expected to
consider resolutions to authorize the issuance of general obligation bonds to fund new capital projects
and, if market conditions hold, to refund a portion of the District's outstanding debt for savings. This
memo outlines our recommendations for underwriting assignments for these transactions.
We recommend dividing the assignments into three groupings. The largest grouping will be for the
tax-exempt bonds, which include both new money and refunding components. It is important that aU
of the tax-exempt bonds be marketed as a single offering In order to ensure an orderly pricing. A
second grouping will be for taxable bonds, which wUl also include refunding and new monq
components. The third assignment is for a tax-exempt refunding of bonds that cannot be refunded
undl May, 2015. These bonds will either be sold with a long closing, or the sale w1U be dekyed until
May, depending on market conditions.
It is important to note that, while the upcoming issue is potendaUy large due to the recent rally in the
municipal market that lowered bond rates, the District will sdll have $1.3 billion in unissued
authorization. Consistent with your Debt Policy, in recommending senior roles in subsequent bond
issues, we anticipate rotating the senior positions.
In accordance with the Debt Policy's "Procedures Applicable to Each Debt Offering/' the CFO, in
conjunction with the financial advisor, is submitting to the Board our choices for the underwriting
syndicates for the upcoming offerings. According to the Policy, this information is to be provided to
the Board on an informational basis prior to its considering an action to authorize the debt issue.
In considering the appropriate assignments for these first bond Issues, we reviewed the qualifications
of the firms in your recently approved underwriting pool, the relative rankings of the review
committee in selecting the firms for inclusion in the underwriting pool, and the Debt Policy's
encouragement of the use of smaller firms and firms \\ith local and California locations.
KNN
pubHt fin> ncr
7
KNN
MEMORANDUM
pubTfc finance
Date: October 28, 2014
To: Jeanette Gordon
Los Angeles Community College District
From: David Brodsly and Justin Rich
KNN Public Finance
Re: Los Angeles Community College District 2014 Plan of Finance
Attached is a Powerpoint presentation summarizing the recommended plan of finance for the
upcoming general obligation bond issues. The current plan is to sell up to $350 million in new money
bonds and as many as $1.75 billion in refunding bonds.
The new money bond issue is expected to meet the District's cashflow needs for the next 11 months.
We would anticipate another issue next summer, so as to ensure that adequate funding is always
available to the capital program. A pardon of the ne\v money bonds may be sold at taxable interest
rates to fund projects that have "private activity/' allowing you to build facilities that can be used in
public-private partnerships.
Because interest rates have fallen throughout the year, you have tremendous refunding opportunities.
While most of the refundings will be advance refundtngs, and therefore will fund escrows for future
bond calls, the efficiency of the refundings is high. The amount of net savings well exceeds the
inefficiency in the escrow from low Interest earnings. (This inefficiency, deriving from the difference
between the maximum interest rate an escrow can legally earn and the amount it actually earns, is
referred to as "negative arbitrage. A common rule of thumb is that net present value savings should be
greater than the amount of negative arbitrage). We anticipate that cumulative present value savings will
be above 10% of refunded bonds, and that savings will be at least twice the amount of negative
arbltrage.
Also attached and following our presentation is the memo that was previously released, which further
describes the plan of finance and the underwriting appointments for the first series.
1300 Clay Street, Suite 1000 C Oakland, CA 94612
17()()1 Van Karman Avenue, Suite 600 LJ Irvinc, CA y2614
Main 510-^39-8200
I^'ax 510-208-S2K2
-!
Main 949-556-8880 L Fax 949-556-8881
5757 W. Century Boulevard, Suite 700 L, Los Angeles, CA 90045 D Main 3 1 0-.M8-2901 ;j J'a.-; 510-208-82S2
A Division ofZions First National Bank
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V.
2014 General Obligation Bond Issues
Plan of Finance
Presentation to the Los Angeles Community CoUege District
Board of Trustees Finance and Audit Committee
November 5,2014
i UK) Oay St., Suite 1000, Oakland, CA 94hiJ
KNN
phone 510-«39-82UO fax li10-209-ii282
public finance
If .-
Topics for Discussion
1. New Money Needs
2. Refunding Opportunities
3. Underwriter Recommendations
4. Next Steps
^KNN
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Preisentation to the Los Angeles Community College District
page
New Money Needs
.
District anticipates expending approximately $30 million a month on bond-funded
*
projects
.
Last new money bond issue ($250 million) was sold in June 2013
Existing funds expected to be depleted in January 2015
.
.
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10
.
.
KNN
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replenish construction fund, $350 million in Measure J bonds recommended
Some portion may be issued at taxable interest rates, to provide flexibility to finance public
private partnerships (currently estimated at ^25 million)
Bond closing scheduled for early January 2015
Presennmon ro the Lo^ Angeles Community College Di^tria
page 2
Refunding Opportunities
Interest Rates 2014
.
District Debt Policy calls for a
mirdmum of 3% savings (present value
4.5
4.0
3.5
3.0
2.5
2.0
of savings as a percent of the par
amount of refunded bonds)
.
KNN recommends a higher threshold
.
.
At least 5% PV savings
Negative arbitrage less than net PV
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Negative arbitrage represents the
.
paid out of an advance refunding escrow
Present value savings is net of aU costs
including negative arbitrage
1
If interest rates hold, over $180 million
in present value savings may be
available
KNN
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Presentation to the Los Angeles Community College District
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30YMMD
30Y UST
additional amount of bonds that must be
sold to fund interest on refunded bonds
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1.0
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savings
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Savings Analysis
.
Over $1.5 billion in refunding candidates could produce $180 million in present value
savings
Would represent 11.6% of refunded par
.
.
Refundings would be divided into three main components
Current delivery tax-exempt bonds
Current delivery taxable bonds
.
.
Forward delivery tax-exempt bonds (closing in May, 2015) or deferred until Spring
.
Indicative Refunding Results
Market Conditions as of 10/23/14
Tax-Exempt Refunding Tax-Exempt Refunding Taxable Refunding
Ail or parts of2005A, 2006E,
2007A, 2008E,2008F,
Series Targeted
2008A
Potential Par Refunded
All orpartof2005A
$1,167,000,000
Delivery Date
1/8/2015
Present Value Savings1
$121,180,000
As % of refunded
Savings divided by negative arb
2
(forward)
2004A, 2004B
$360,000,000
5/1/2015
$54,710,000
10.4%
15,2%
2.1
25.2
46,000,000 $1,573,000,000
1/8/2015
$6,010,000
13.1%
No negative arb
'Recommendation of 5% or higher
2
Recommendation of 1 times or higher
^H-l
KNN
pllllT fl'Bfl^f
Total
Presentadou to the Los Angeles Community College District | page 4
$181,900,000
11.6%
Recommended Underwriting Teams
Tax-Exempt New
Money and
Current Delivery
Refunding
Taxable
Tax-Exempt
Refunding and
New Money
Forward
Morgan Stanley
Senior
Underwriter (% of
liability)
(50%)
Ramirez & Co.
(100%)
Siebert Brandford
co-yenior
Underwriter (% of
(20%)
Delivery
Refunding
Goldman Sachs
(50%)
Stifel Nicolaus
(30%)
iability)
*
Balance of
T.
Underwriting
Syndicate
A
*
*
Other members
of the
underwriting pool
RBC and Piper
Jaffray(10%
each)
(1-5%)
.
Financial advisor and CFO recommended assignments based on a number of factors:
.
Scoring of proposals by Review Committee
.
Board Debt Policy preference to incorporate small and Los Angeles and California based
firms
.
Specific qualifications of the firms as they related to District's current needs
.
Attached memo, reviewed by Review Committee, provides further support for assignments
KNN
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Pi.-fsent.idon to the Los Angeles Cummuniiy CoUc^ District ] piigc: 5
Next Steps
Date
Task
Novembec 5
BoaFd adopts financina-resoTution
November 17 Ratings received
NpyembeL20rUPoitT7:eliminary^official Statement
,Decembei^lO_Bondpriang
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January. 8
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BoncTclosin
PresenTatuni to the Loh \.ngcles (".'(immunity College Distnct
page
6
Memorandum
We make the following recommendations for the composition of your initial underwriting teams. The
percentages in parentheses are the recommended assignments ofundei-writing liability, which will
roughly translate to underwriter compensation.
Tax-exempt new money and refunding bonds (over $1 billion)
Morgan Stanley, senior manager and book runner (50° o
Siebert Brandford, co-senior inanager (20%
The balance of the underwriter pool as co-managers (1% to 5%
'Basis for recommendatioir. Morgan Stanley was the highest ranked firm based on the initial and final
evaluations of the underwriter review panel. They have strong retail and institutional distribution,
good experience in community coUege finance, are extremely well capitalized and presented good
ideas in all the key areas requested in the RFP. Siebert Brandford scored highest of all the lesser
capitalized firms based on a strong written proposal. The liabilities for the balance of the group wiU be
determined closer to the sale date.
Taxable refunding and new money ($50 to $70 million)
Rarmrez & Co., sole manager (100%
Basis for recommendatmr. The relatively smaUer size of this transaction would accommodate a less
capitalized firm serving as sole underwriter. Ramirez was the second-highest ranked firm in this group.
In addition, Ramirez has lead nine taxable transactions since 2013, so is experienced in this sector.
Forward refunding or current refunding closing 5/3/15 ($350 million)
Goldman Sachs, senior manager and book runner (50%)
Stifel Nicolaus, co-senlor manager (30%
RBC and Piper Jaffray, co-managers (10°-o each)
Kisses for recommendation: Because of the long closing time for a forward refunding, a weU-capitalized
firm should serve as the lead firm. Goldman is recommended for this role based on the strength of
their proposal, and their prior analytic support of the District Including their assistance in formulating
the Debt Policy. Stifel is recommended as co-senior manager based on their high rankings by the
review committee. RBC and Piper Jaffray provide for additional underwriting support and are both
highly experienced in community coUege finance. If this issue is sold as a forward refunding, an
underwriting group of this size is appropriate. The decision to proceed with a forward refunding, and
paying the yield premium of a long-closing, wiU be based on market conditions at the time. If the
transaction is delayed to become a current refunding, this team would continue in this role.
KNN
pub I
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financr
Budget and Finance Committee Meeting
November 5, 2014
Item "B"
BUDGET AND FINANCE COMMITTEE
2014-15 First Quarter Financial Status Report
Novembers, 2014
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2014-15 First Quarter Financial Status Report
- Status of Fund Balance
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Enrollment Planning and Targets
State Budget Outlook for FY 2015-16
2015-16 Budget Planning and Development
Budget Cautions and Concerns
s
2014-15 First Quarter Financial Status Report
November 5, 2014
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FY2014-15
(as of First Quarter, since the Board of Trustees has not granted any salary increases,
The first quarter projection assumes no salary increases at this time)
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Projected Revenue
Projected Expenditures
$546.91 m
^4.6.^0 m
Proj. Revenue Over Expenditures $ 0.41 m
^
Balances Carried Forward for 2013-14 $7.^..?i m
Projected Ending Balance
Percent of Projected Expenditures
$7.^.72 m
13.49%
2014-15 First Quarter Financial Status Report
November 5, 2014
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Status of Fund Balance
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Financially favorable - projected to end the year with $73. YimiHionJin
Unrestricted General Fund with new revenue from:
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$4.14 million in COLA (0.85%)
$12.59 million in enrollment growth revenue (2.75%)
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> 2014-15 Funded Base =99,613 FTES
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> 2014-15 Budget Year Targets = 104,344 FTES
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Planning Growth Target = 4.75%
State Funded Enrollment Growth =2.75%
District will fund colleges at cost = $2,324 per FTES
for a 2% over-cap from Contingency Reserve
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2014-15 Reserves
General Reserve (6.5%)
Contingency Reserve (3.5%)
Deferred Maintenance Program Reserve (1%)
Total Reserves
34,440/765
19,085,721
5,453,063
$58.979.549
State Budget Outlook
\
^
20icj-i6 California Community Colleee System Budeet Request
\
$7-^ million
if
s
.
.
$120 million for Access => approximately 2% growth in FTES
$180 million for COLA (3%) -> estimated statutory COLA for ¥Y 2015-16 is
estimated by School Services of California to be 2.1%
.
.
f
.
$100 million for Full-time and Part-time faculty
$200 million Student Success and Student Equity Plans
Enhanced Noncredit Rate - Commencing in 2015-16, the Enhanced Noncredit
rate will equal the credit rate
.
Implementation of New State Growth Allocation Formula
t
LACCD - 2015-16 Proposed^gudget Planning Assumptions
.
.
.
The Budget will be based on Governor's State Proposed
Budget to be released in January 2015
The Budget Plan will reflect the Board's visions and priorities to
support the educational programs and services of the district
Focus on Student Success and improve Student Equity
.
Meet accreditation standards
.
Cover hiring of full-time faculty to maintain the Faculty
Obligation Number
.
Ensure funding is adequately provided for facilities
maintenance and operation needs
.
Maintain a minimum of 10% reserves
Budget Cautions and Concerns
\
ft
.
Proposition 30 is temporary
'».
^
Sale tax increase terminates at the end of 2016
(approximately 21% of Prop 30 revenues)
.*'
.
Income tax increase terminates at the end 2018
STRS Obligations
Employee contribution rate will increase to 8.88% in 2014-15 to 19.1% as of2oi?
Significant costs for the District and Colleges
.
FON Obligations and Penalties
Fall 2008 was 1,461 and reported 1,434-53. for a difference of 26.47 full-time
equivalent faculty =>penalty for Fall 2008 of $1,699,930. The penalty amount
will be_adjusted on the 2013-14 Recalculation Exhibit C and appear as a prior
r
year adjustment.
y
FON Planning and Obligation for Fall 2015
.
Accreditation
.
OBAMA Care - "Cadillac Tax"?
.
Deficits
DAVID RAFTRAY
.*
350 S. Bixel Street. | Los Angeles/ CA 90017
Ph: 213.580.7515 | Fax: 213.482.0814
ATTACHMENT "G"
drattrav(a)aol.com
PROFESSIONAL EXPERIENCE
^
^
UNITE-LA
Second largest School-to-Career Partnership in the nation serving over 800/000 youth and students in
the greater Los Angeles area. Established in 1998 through a five-year grant from the U.S. Department
of Education.
4/98 to present - President & Executive Director
^>cf.!nd con^e?ed w()rking grouf?for two years resultinein the 201° signing of the LA. Compact
by IS major LA. institutions, and launched the first initiative of that agreement, the Los Angeles
School Development Institute, which guided five teams on their Public School Choice pla
selected for implementation at their schools by the LAUSD Superintendent. Secures over $1
million in private donations annually to support direct services to youth through California Cash
ns
for College, College & Career Success Schools, Groundhog Job Shadow, and other programs
emphasizing Linked Learning strategies. Successfully incorporated the STC Partnership as a
California nonprofit corporation in 2003 (Fed ID 852-0576380).
Los Aneeles Area Chamber of Commerce. Education & Workforce Development Division
Founded in 1888, the Chamber champions economic prosperity in Los Angeles County, and has a
significant history of and commitment to working to improve local education systems. In 2004,
established an Education & Workforce Development Division to lead key initiatives focused on
improving student success in P-16 education.
1/10 to Present - Senior Vice President
Leads the largest group of staff and consultants committed to education and workforce
development issues of any chamber of commerce or business organization in the U.S., a human
resource capacity supporting robust advocacy efforts at the local, state and federal levels that
strengthen the strategic allonce between Chamber members and its education and industry
partners who^support PreK-16 reform, pre-college access, and career pathway development. Led
strong growth of regional college access events that serve 20,000 annually and workforce
development programs that result in Jobs for 15,000 youth annually.
1/04 to 12/09 - Vice President
Integrated the operational functions of UNITE-LA, a nonprofit corporation, into the Chamber's
Education & Workforce Development Division in 2004, increasing the capacity of each
organization to work effectively and collaboratively with the Los Angeles Unified School District
(LAUSD) on advocacy for significant, system-wide education reforms, including converting all
comprehensive public high schools into small schools and small learning communities. In 2007,
established a Joint office between the Chamber/ UNITE-LA and LAUSD that initiated businesseducation partnerships for more than 400 career-themed small learning communities.
Rykoff-Sexton Corporation
Rykoff was the third largest foodservice distribution company in the U.S. with 1996 sales of $3.6
billion.
n Knttrnv
\
Rvkoff-Sexton, Inc.. Los Aneeles Division
12/95 to 1/98 - Executive Vice President
Key leader in driving LA. Division to record profit year (FY 97), exceeding pretax profit budget of
$12 million and sales of over $325 million while stabilizing division after a facility move. Launched
and developed produce and protein programs/ establishing focal partnership.
Rykoff-Sexton Distribution Division
7/93 to 11/95 - Regional Vice President - West
Led region of 10 divisions/ 1200 associates/ and $430 million in sales in Western US, Hawaii,
and Southeast Asia with total P&L responsibility. Increased the pretax profit of the region from
$4.0 million (FY 93) to $6.2 million (FY 94), and $9.6 million (FY 95).
Rvkoff-Sexton. Inc.
9/91 to 6/93 - Assistant to the President
Led and managed projects including a $45-million/ 430,000-sq. ft. facility in LA. Facilitated a
restructuring of the MtS function and the Distribution Division as part of a $31-miflion
restructuring charge that led to a corporate turnaround.
Dix-See Safes Company, Inc.. Ventura, CA
A foodservice distributor serving Southern California restaurants with 1989 sales of $25 million.
7/89 to 8/91 - President/CEO
Acquired a two-year option to purchase company while managing its turnaround. Trimmed
unprofitable sales, which increased GP% from 14.2% to 15.3%.
Svsco Corporation
Sysco is the largest distributor of foodservice products in US with 1989 sales of $7 billion.
Sysco has acquired initial employer, CFS Continental/ in 1988.
Svsco, Los Aneeles. CA
4/88 to 6/89 - VP Operations, Western US
Reported to Sysco Corporate VP, directing 12 western operations. Regional operations achieved
annual pre-tax of $29.5 million or a 28% increase.
Sysco/CFS Continental. Los Angeles, CA
8/87 to 3/88 - Corporate Vice President, Information Systems
Established a corporate MIS department to execute and manage a long-range company-wide
MIS strategy (5-year - $16 million investment).
CFS Continental - LA Division, Los Aneeles. CA
10/86 to 7/87 - Executive Vice President
Managed Operations, Administrative/ MIS, Financial/ and Accounting functions of the Division.
Managed 75% of Division's union and non-union employees. Results for the division were (in
millions) $236 in sales, pre-tax profits of $6.9, and cash flow of $6.4, representing 12%, 7%, and
66% annual increases/ respectively. Completed acquisition of a 43-acre parcel, finished the
design, and initiated the construction of a new $40-million LA Distribution Center.
CFS Continental Foodservice Co., Inc.. Los Aneeles. CA
5/85 to 9/86 - Assistant to the President
Examined and recommended acquisition targets. Evaluated long-term facility and other
capital investments. Analyzed and planned plant closures and mergers.
n
U/Tf^/^/n t
'.)
.
CFS Continental-Keil. Inc., Billines. Montana
2/84 to 4/85-President
Managed all facets of the autonomous Billings Division with sales of $50 million, 170 employees/
and distribution coverage of four states.
CFS Continental-Arctic, Seattle. WA
7/83 to 1/84 - Project Leader
Responsible for the building design, acquisition of material handling equipment, office systems,
construction management of an $8-miltion facility and the movement of the company
(then $70 million in sales) to the new facility in one weekend.
7/81 to 6/83 - Management Intern
Completed a two-year management development program providing broad exposure to all facets
of the distribution business (general management, finance/ sales/ marketing, data processing, and
operations).
Safewav Stores, Inc.. Los Angeles Division
Grocery Department Manager
Worked full-time at Safeway throughout collegiate years while supporting family.
BOARD MEMBERSHIP & COMMUNITY SERVICE
California Restaurant Association, Education Foundation
California State Youth Counci
CalSCAN/Co-C/w//-
Intermediary Network, Leadership Committee
Junior Achievement of Southern California
Linked Learning Alliance/ Policy Development Working Group/ Co-Chair
Los Angeles Area Chamber of Commerce, Education & Workforce Development Committee of the
Board of Directors
Los Angeles Unified School District, Small Learning Community Central Committee, Co-Chair
REAL Coalition, Education Committee, Co-Chair
State Educational Master Planning Working Group, Co-Chair
The Valley Economic Alliance
United Teachers-Los Angeles/ Small Learning Community Working Group
U.S. Chamber Education, Emptoyment and Training Committee
Workforce Investment Board/ City of Los Angeles (1998 to present)
Workforce Investment Board, City of Los Angeles, Youth Council (1998 to present)
ARTICLES AND PUBLICATIONS
//
Theme-Based, Small Learning Communities Increase Academic Achievement/ Workforce Resiliency,
and Lifelong Success for Students in a "Flat World/' an essay published in the book, Beyond
Tracking, that examines thematic learning as a potential structure to deliver multiple pathways
(now known as Linked Learning). Oakes, Jeannie & Saunders, Marisa. (2008). Beyond Tracking:
Multiple Pathways to College, Career, and Civic Participation. Cambridge/ Massachusetts: Harvard
Education Press.
EDUCATION
University of Southern California. Los Angeles, CA
Master of Business Administration, 1981
D Knftrni}
I
University of California, trvine
Bachelor of Arts, Social Science, 1978
n R/^^fv/'i^i
A
I
ATTACHMENT H
r
T
Curriculum Vita
DR.LANNYNELMS
Home
Office
3133 Barbara Avenue
Harbor Community Adult School
SanPedro,CA 90731
950 West Smrta Cruz
SanPedro,CA 90731
(310)547-4425
lnehnl@tausd.kl2.ca.us
Education
1979
1968
1968
1963
Nova University-Doctorate of Education
Postgraduate Studies - CSU Los Angeles, UCLA, USC and Pepperdine University
^Master of Arts - California State University, Long Beach
Bachelor of Science - California State University, Long Beach
Credentials
1968
1964
Clear Professional Administrative Services
General Secondary Teaching Credential
School Administration/Operations
K-12 Education
Assicnments in Adult Education - Los Aaeeles Unified School Disfript
2002 - Present Principal - Harbor Community Adult School
???? ~ ???? Principal - Abram Friedman Occupational Center (AFOC), Belmont CAS, South Gate CAS
1972-1979
1967-1971
1963 - 1967
Assistant Principal - AFOC, South Gate CAS, Baiuung-Carson CAS
Branch Coordinator- Hmitmgton Park CAS
Teacher - Hunfmgton Park CAS, Banning-Carson CAS, Soufh Gate CAS
Adjunct Professional Experiences
Los Aneeles Unified School District
1989 - 2002 Active Member, Adult Division Committees for: Legislation, Finance Distance Leamine,
Carl Peikins, and Welfare Reform
1988 1989
1988-1989
1987-1989
1986-1989
President, Guidance Council, Adult Education Division
1984-1985
Education Spokesman, Los Angeles Board of Supervisors
Member, Superintendent's Field Advisory Committee
President, Adult Principals' Organization
Member, Central City Enterprise Zone
1982 - 1984 Member, Educational Advisory Board, California State University, Long Beach
1982-1984
Member, Echo Park Coordinating Council
1982-1983
President, Cumculum Council, Adult Education Division
1979-1982
1979-1981
Member, Fairfax Redevelopment Committee
Member, Board of Directors, Beveriy-Fairfax Chamber of Commerce
1979-1980
1976-1978
1974-1975
1972-1975
1970-2000
Member, Curriculum Council, Adult Education Division
Member, Guidance Council, Adult Education Division
President, Assistant Principals* Association, Adult Education Division
President, South Gate Community Cooidinating Council
Active Member, 16 Adult School Advisory Committees and Couocils
ACSA - Association for Caljforoia School Administrators
1997-2000
Liaison, Adult Education Committee
I
1
DR.LANNYNELMS
2
AAACE -American Association jor Adult and Continuine Educafion
1998-2000
1971-2000
1971-1998
1989-1992
1986-1988
1984-1986
1982-] 984
1981 -1982
1976 -1979
1971 -1982
Six Member State Adult Educ&tion Committee
M fi ££
Current Member in Good Standing
Presenter, Numerous Workshops at National AAAfi^ Conferences
Chairman, 1992 National Conference, Long Beach, CA
Director, Vocational Education Committee
Member, National Publications Advisory Board
Member, Editorial Advisory Board, "Lifelong Learning"
Program Chairman, 1981 National Conference, Anahehn, CA
Member, national Competency-Based Education Committee
Member, Vocational Education Committee to Develop Narional Conference Guidelines
CCAE - California Council for Adult Education
1997-2001
State Legislative Chairperson
Centurion Member
1971 - Present Active Member
1996-Present
1974 - PTCsest Presenter, 'Numerous CoRferences St State CCAE Confcreaces
1994-1998
Vicc-President, President-Elect, Past President CCAE
1988-1990
Chairman, 1990 State Conference, Long Beach, CA
1983-1984
Publicity Coordinator
1982-1984
1982-1983
1979 1980
19?8-1979
1977-1978
1976-1977
Adult School Representative Chair
Member, Registration Committee for State Conference
Legislative Analyst
Awards Chairperson
Member, State Committee on Master Teachers
Member, St&te Board
J
CCAE - Section Level - South Coast
1974-1984
1982-1983
1978-1979
1976-1978
1976-1977
Member, 5 Planning Boards for Section Conferences: Publicity, Hospitality, Constitution
Registration, and Publishers Exhibits
Presenter, McKeever Award to Jo Ann Malone
Legislative Advisor
Board Member, Los Angeles Chapter
Membei-t State Board
CCAE - Chapter Level - Los Aneclcs
1972-19M
1974-1984
1983-1984
1982-1983
1978-1979
1976 " 1977
1974-1975
Presenter, 12 Workshops at Tenacious Teachers Conference
Member, Plannmg Committees for Tenacious Teachers Conference
Publicity Coordinator
Official Host, Tenacious Teachers Conferenco
President, Los Angeles Chapter
Chair, Tenacious Teachers Conference
Newsletter Editor
<3DE - Califoroia Department of Education
1994-2000
Committee Member, Adult Education Policies and Issues Committee, Federal 321 Advisory
Committee, State Welfare Task Force, Best Practices Committee, and Adult Fiscal Services -
Legislative Consortium
USOE - United States Office ofEduuttion
1998-2000
1997 -1998
CASAS Field Advisory Committee
Committee Member, National Standards in Manufacturing
t
*
DR.LANNYNELMS
3
CAEAA - California Adult Education Administrators Association
1999-2000
1997-1998
President
Vice President
CAROCP - California Association of Remonal Occuuational Centers and Pro^ra
1996-1997
1996-1997
1996-1997
1995-1996
ms
President, Angeleno Chapter
Chair, CAROCP State Conference
Chair, LAUSD District Vocational Conference
Oiair, Southern Region Forum Conference
Awards
1999
1998
1997
1988
1985
1984
1983
1982
1976
1974
1972
1973
CAEAA - Administrator of the Year
ASCA - Tri-RegionaJ McCune Award
CAROCP - Lifetime Achievement Award
CCAJE - Robert W. Rupert Award
LosAngeles Chamber of Commerce-Outstanding Principal's Award
CCAE/LAM - E. Manfred Evans Award
Los Angdes Councilman, John Feiraro - Educational Service Award
Los Angeles Councilman Zev Yaroslavsky - Educational Service Award
Los Angeles County Board of Supervisors- Citation for Community'Service
Los Angeles County Board of Supervisors - Citation for Community Savice
Los Angeles County Board of Supervisors - Citation for Community Service