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California State Office of Economic Opportunity - Response to Federal Evaluation, 04/29/1971, Vol. II (3 of 7)
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California State Office of Economic Opportunity - Response to Federal Evaluation, 04/29/1971, Vol. II (3 of 7)
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Ronald Reagan Presidential Library
Digital Library Collections
This is a PDF of a folder from our textual collections.
Collection: Reagan, Ronald: Gubernatorial Papers,
1966-74: Press Unit
Folder Title: California State Office of Economic Opportunity
- Response to Federal Evaluation, 04/29/1971,
Vol. II (3 of 7)
Box: P27
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https://reaganlibrary.gov/archives/digital-library
To see all Ronald Reagan Presidential Library inventories visit:
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Contact a reference archivist at: [email protected]
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TA REPORT
2
BOARD CHAIRMAN:
Name: Dr. Bill Zachmeier
Address: 701 Ocean
Santa Cruz, California 95060
Telephone: (408) 426-3140
Area :
Rio Hondo (Los Angeles County)
Contact:
Salvador Velasquez
Problems:
Rio Hondo CAP has been having problems in its
administrative management, internal fiscal controls
program evaluation services, and grant management
procedures. These are being remedied by direct
assistance from Pat Marwick and Mitchell. Addition
they have a great need for alternate funding sources
and employment resources. No special problems with
the SEOO or other CAP agencies.
Discussion:
1.
Elimination of weak projects; CAP not disagreein
with State position, if State sincere.
2. No real problem with State Office because they
have been left alone without outside interferend
3. Semi-annual evaluations would be cooperated with
if instituted.
4. ATAC has been helpful to them, training conferer
okay.
Needs:
Immediate need of technical management and manageme
systems assistance is being resolved.
Need for alternate funding resources is pressing.
The CAP Versatile grant is not sufficient to fund 2
strong enough administrative core to operate all of
the CAP programs. Number and cost of staff in rela
tion to total funding is small and less then most
comparable CAP's.
Recommendations:
1. A strong Inter-CAP technical assistance program
be organized for the Los Angeles outlying area
E
funds available from the SEOO for travel and pe
2. More funds for outlying and rural CAPS that do
have other financial resources as Model Cities,
HUD, CEP, HEW, etc.
3. Direct technical assistance on alternate fundir
applications and resources especially to develo
business enterprises.
4. Need for State conferences on varieties of teci
cal assistance available to CAPs.
Impressions:
The community support, and provision of offices, ec
ment and cooperation in program development for Ric
Hondo is high. Although the CAP has had internal I
ment problems that are now being adequately resolv
its community external support is excellent.
AREA:
Santa Cruz (CCCDC)
DATE:
Thursday - March 18, 1971
CONTACT:
Alfred Navarro, Executive Director
PROBLEM:
Establishment of Economic Development Corporation/Co-op
Campesina, financial program.
DISCUSSION:
1. Accounting System and Internal Controls.
2. Financial statements and reports.
NEEDS:
1. Financial policies to assure proper management
in accordance with basic management standards and
OEO requirements. The appropriate policy-making
body should review regularly the operations and
activities of the grantee, including its financial
position and operations, to ascertain that its
affairs are properly administered. The appropriate
policy-making body remains ultimately responsible
for the proper administration of the grantee's
financial position and operations.
2. Establish a strong accounting system/adequate
system of internal control.
3. Effective financial reporting.
4. A comprehensive independent audit and continuing
professional financial counsel on major problems.
RECOMMENDATIONS/ACTIONS:
1. Direct cooperation and meetings between SEOO
and OEO.
2. Continuous evaluation and monitoring.
3. Request SEOO technical assistance without
hesitation.
CB:vb
AREA:
Santa Cruz
DATE:
Wednesday - Thursday, March 17-18, 1971
CONTACT:
Merrill Morton, Fiscal Officer
PROBLEMS:
Technical Assistance - Fiscal Management Area
DISCUSSION:
1. Fiscal Management
Financial Reports
Budget
Internal Controls
Accounting System
2. Direct cooperation, meetings and technical
assistance between SEOO, OEO and CAA.
3. Periodical evaluation of CAA - Fiscal
Management System.
NEEDS:
1. No back-up in the Fiscal Section. Staffing -
Fiscal Officer and Account Clerk. Additional
help needed in the preparation and maintaining
of payroll.
2. Contract between CAA and Certified Public Accountant
firm.
3. In-put of Finance Officer in preparation of budget.
4. Grantee Monthly Financial Report, CAP Form 15.
Report in the arrears since November 1970.
5. Internal controls in fiscal management area
lacking in certain areas. Division of employees'
duties and control of blank checks.
RECOMMENDATIONS/ACTIONS:
1. Recommend that CAP consider using a Work Study
student to assist in the preparation of the
payroll. The need could be satisfied by a
student working 48 hours per month.
2. Contract for CPA firm should be executed for
the protection of both parties.
3. It is essential for the Fiscal Officer to
participate in the grantees program development
and budget.
4. At month - end the grantee statement of
financial operations showing budgetary
comparisons should be carefully reviewed.
Any line items where expenditures appear to
be progressing at a rate likely to exhaust
monics too quickly should be carefully
examined and the cause determined. (CAP
Form 15).
5. Establish a division of employee duties
and responsibilities that will result in a
strong internal control. The separation of
the operating employee duties (acquisition,
custody and disposition of assets) from
accounting employees' duties of recording
and posting transactions is the basis of
strong internal control.
6. CAP memo 23A requires reference checks be
made on all new employees. The major reason
for this is to establish the prior salary.
This is not being accomplished. The Fiscal
Officer has been requested by the Executive
Director to accomplish this task. In my
opinion this task should be performed by
the Personnel Committee and in turn referred
to the CAA Board for final selection approval.
CB:vb
CB:vb
TA REPORT
AREA: Quechan Nation, Ft. Yuma, California
DATE: March 18 and 19, 1971
CONTACT: Fritz E. Brown, President, Quechan Tribal Council
Felix J. Nontague, Colorado River Planning Area
Frank J. Kinale, Manpower Development & Training Consultan
PROBLEM: 1. Indians have claims to former tribal lands that they
have tried to have restored to them.
2. They are developing a master economic development
plan which is contingent upon restoration of tribal
lands.
3. There are problems with squatters who are settling
the disputed areas along the Colorado River.
4. The Indians have failed to receive effective action
on their behalf from State agencies assisting them
with land and economic development problems.
5. Indians have not been trained to operate whatever
businesses are being developed on the reservation
or to operate agricultural developments on the
reservation. Although cooperation is increasing
with the Bureau of Land Management and the Bureau
of Indian Affairs, it is not as good as it could be.
DISCUSSION: We discussed the roll of technical assistance to the Indian
nation, and that this consists of legal services, manage-
ment services, economic development ideas, organizational
assistance in the development of jobs, advice on contrac-
tural matters, direct assistance in contacting State
agencies and getting State agency assistance, coordinatio
with the Department of Human Resources Development, a
desire to make the Indian nation self-sufficient with
minimum reliance on the outside community, and a desire
by our office to enhance the rapport and respect between
the Indian nation and the Arizona and California communit
NEEDS:
The reservation needs to have its land restored prior to
economic development and before such time as the land
becomes so valuable as to make land restoration almost
impossible. They have a need for better quality on-
site education- and educational facilities. They have
a need for stronger and more comprehensive HRD services
on the reservation; they need economic and career develop
ment programs that will bring youth back to the reservat
and keep them in touch with cultural ties and families,
yet progressing the reservation to self-sufficient
economic development.
NEEDS (continued)
More in-depth business and employment development and
training services from both Federal and State agencies
as well as the support of local political leaders to
achieve these goals.
Need transportation system on the reservation that is
self-supporting.
They need to have control over their own police facilities
and law enforcement services on the reservation. They
need technical administration and management assistance
to coordinate ideas presented to them and operational
efficiency.
ECOMMENDATIONS:
Recommend the ranch redesign its land planning proposal
with more emphasis on recreational outdoor employment
rather than Indian indoor employment. This would include
the development on a large scale of the Indian reservation
as a "Palm Springs of the Colorado River Basin" with
emphasis on such things as winter resort and winter
recreation development.
The following are examples of the kind of recreational
facilities feasible on the reservation:
1. Develop high quality sand mining and to sell the
sand to the Department of Parks and Recreation
and that the reservation contact Mr. William
Penn Mott to negotiate this kind of program.
2. Excess land from sand mining be filled in with
water and a forebay reservoir or small lake be
created in which boating, canoeing, sailing and
swimming, and other aquatic sports can take place.
Adjacent to such a development should be a full-time
residential area for both recreational and retirement
people especially in view of the no tax policy on
reservation land.
Such development should be both operated, administered
and controlled by the tribal council and Indian residents
of the reservation.
Provide corporations such as the McCulloch Corporation,
Hughes AirWest Corporation, Southern Pacific or Georgia
Pacific, or others with a perspective of the potential
for such recreation development and encourage them to
make investments in this area on the reservation with
the stipulation that the Indians would receive a
percentage of the profit in perpetuity and be trained
to take over all facets of the administration of sur
operations, thus developing career opportunities
young and old alike.
-3-
Reservation should consider setting aside some lands as
a wildlife refuge to be opened for hunting during the
season to bring in sportsmen from all over the nation.
That such an area also be reforested with conifers and
deciduous trees that would thrive in the desert climate.
Game animals that can survive should be introduced to
the area.
A youth investment program be developed by picking
left-over crops and selling them competively in the
Yuma-El Centro-Mexican markets. with the funds going
for the youth center and youth center and youth
organizational development.
In addition, the youth could develop and operate such
facilities as resident camping, go-carts, mini-bike
trails, miniature golf courses, etc.
The reservation should consider the development of an
18-hole championship golf course with accompanying
clubhouse and seek private resources for such a
development.
In cooperation with Safeway or other large markets in
California, develop an on-site supermarket especially
in view of the no sales tax policy on reservations,
which would make prices competitive to those in Yuma.
Added to this would be surplus farm commodities grown
on the reservation as part of the inventory of the
market.
Indians should be trained to farm the land they are
now leasing.
0
Development of their own agricultural resources.
Because of the large gravel hills, it is suggested they
develop skills in gravel mining and cement production
and develop contracts with the Division of Highways as
soon as possible for the impending freeway construction
going through the reservation.
On the freeway interchanges that are located on the
reservation, it is suggested the Quechan Tribal
Council negotiate a contract which will allow the
Indians to have a percentage of the income from such
businesses and be trained to administer and operate
businesses as part of employment and career development.
ACTION:
Our office will seek to assist revervation in developing
an immediate contract for the use of gravel that is now
located on the reservation.
Seek to help them develop a market for sand now located
on the reservation.
Memorandum
To
:
Chuck Blaker
Date
: April 15, 1971
Subject: Review of Santa
Barbara Fiscal Program
From :
Barny Schur
Please be sure that a note is sent to Santa Barbara concerning
our last fiscal review doing the following:
1. Noting a correction in our records on fiscal year
dates.
2. Assuring them in writing that the $45,000 allegation
was discovered to be false by this office.
A prompt response in this area from the TA Section will assure
them of our sincerity in helping solve problems in a positive
manner.
BS:plg
-4- -
ACTION (continued)
Seck to develop a resource for the supermarket and
other commercial development on the reservation.
Seek to assist in securing private corporation financial
and construction development for both recreation and
resident facilities on the reservation.
Seek to get State support the for Indian tribal land
claims that are now being processed.
Area:
Tulare County (Visalia)
Date:
Wednesday, January 13, 1971
Contact:
Nat Unikel
Problems:
CAP asserted its organization and functioning
problems are minimal. Desire more alternate
funding sources and assistance from State in
locating such sources. SE00 fails to contact
CAP before coming into area, operates quietly
behind the scenes then appears before Board of
Supervisors to provide advocacy to create CAP
under Board of Supervisors in accord with Green
Amendments -- prefers to have this out in the
open.
Discussion:
1.
Elimination of weak projects, CAP not
disagreeing with State position, if State
sincere.
2. Development of a San Joaquin Valley Inter-CAP
Assistance Unit so that each CAP with like
problems would be able to assist one another
to further serve the interests of the poor,
area-wide.
3. No real problem with State office because they
have been left alone without outside inter-
ference.
4. Semi-annual evaluations would be cooperated
with if instituted.
5. ATAC has been helpful to them, training
conference okay.
Needs:
1. Alternate funding.
2. More general contact.
D
3.
Mobiliziation of State resources, education,
HRD, Department of Agriculture, etc. on behalf
of CAP.
Recommendations:
1. Provide a staff person with responsibility for
locating alternate funding sources, knowing
application requirements, and assist CAP in
securing such funding.
2.
Develop a San Joaquin area conference for or
of CAP administrators to assist in solving their
internal and external regional problems.
P.S. Dr. Bob Rothschild, my old boss at the Contra Costa County
Department of Education, sends his greetings.
Area:
Fresno
Date:
Wednesday, January 13, 1971
Contact:
Jim Williams, Dick Price
Problems:
No continuity of Field Representatives in Federal or
State so that working relationships and confidence can
be achieved. Inadequate follow-through on State and
Federal representative's recommendations, program
objectives, or evaluations. Sometimes, no communi-
cations on these areas. Application decision should
be concurrent with Regional sign-off so that State
veto is not last minute. Equal distribution of all
communications and technical assistance, grant
materials to rural as well as urban CAP's. San
Joaquin area economic development is poor.
Discussion:
1. Assistance in elimination of weak projects.
2. San Joaquin inter-CAP assistance program.
3. annual evaluations.
:. More contact with State supervisors of programs
in addition to representatives.
5. More direct assistance from State with
mobilizing educational, State office, and other
such resources.
Needs:
1. With mechanization should come plan for what to
do with people displaced by such progress before
the machine is used in production.
2. More housing and job development assistance to
balance the Valley economy.
3. Help with placement of poor in new IRS facility.
4. Constructive assistance from State office, help
in implementing ideas of recommendations.
Recommendations:
1. Assist with IRS employment program.
2. Get universities to develop program and plans
for providing the needs of those displaced by
mechanization in agriculture.
3. Get university and State college economics to
work more closely with CAP's where such educa-
tional facilities exist.
AREA: Merced
DATE: March 10, 3.1 and 12, 1971
CONTACT: Richard Flint, Executive Director
Harrict Leves, Program Chairman
PROBLEM: CAA short handed. Beyond program year end; operating on
continuance budget with no clear date of refunding
DISCUSSION
:
NEEDS: CAA requested general assistance with:
1. Training in program planning and development for
Program Committee members and staff.
2. Direct assistance to lay multi-social group in
preparation of application for HUD Community
Facility Center.
3. Orientation and training to Economic Development
RECOMMENDATIONS:
ACTION: 1. Determine availability of State architect (free)
2. Write proposal.
3. Train neighborhood committee in proposal writing by
involvement in (2) above.
4. Train new Economic Development Director in field.
BOARD CHAIRMAN:
Name: Leo Giobetti
Address: 2870 Evelyn Court, Merced, California 95403
LEWIS K. UHLER
RONALD REA
DIRECTOR
GOVERNOR
Office of Economic Opportunity
DEPARTMENT OF HUMAN RESOURCES DEVELOPMENT
800 CAPITOL MALL SACRAMENTO 95814
916 445-9670 OR 445-7011
February 1, 1971
Mr. Paul O'Rourke
Training Chief
U.S. Internal Revenue Service
450 Golden Gate Avenue
San Francisco, California
Dear Paul:
Our office is seeking to assist the Fresno Community Action Agency
in placing low income and minority group peoples into your new
IRS facility in that area.
I would appreciate it if you could personally contact Mr. Richard
Heath, Executive Director at the EOC, Main Post Office, Room 328,
Fresno, California 93721, and assure him of maximum assistance
in the training and placement of such persons from his area.
Our office views the placement of low income peoples as vital to
minimizing the welfare rolls and maximizing the progress of low
income peoples as contributing members of our community.
Your personal assistance will be appreciated.
Sincerely yours,
Your old student and colleague
Barny Schur
STAP/Assistant to the Director
BS:plg
CC: Mr. Richard Heath, Fresno CAA
P.S. Are you still teaching at Golden Gate? I am now at Diablo
Valley College in the evenings.
0
Area:
Madera
Date:
Thursday, January 14, 1971
Contact:
Pat Vogel and Ron Manfrede
Problems:
No employment. Insufficient funds to cover travel
in rural areas. No real chances for upward mobility
in CAP, county is tight in hiring qualifications
for CAP supervision positions. State assistance has
been meager but helpful. ATAC has been helpful.
NAB's and HRD help on bottling company (Madera Glass
company).
Discussion:
1. Elimination of weak projects within CAP's.
2. Mobilization of State resources.
3. More personal contact within CAP's in Valley.
4. More mobilization of experts within colleges
in the areas.
5. The CAP does not have a junior college or other
educational training program in conjunction
with work experience in the anti-poverty program.
6. Future meeting with County Manager.
Needs:
1. Contact with NAB's to assure issuance of the
Job 70 contract for 117 of 190 positions with
Madera Glass Company.
2. Contact with San Francisco Regional DOL repre-
sentative to assure issuance of Jobs 70
contract.
3. Contact with company personnel manager to
stress importance of hiring of low income
people by the Madera Glass Company.
4. Housing assistance is needed - self-help, etc.
Recommendations:
1. We do all we can to assure the Jobs 70 contract
with NAB's and the hiring of low income people
with Madera Glass Company.
2. Mobilize educational resources in the area to
assist the CAP.
3. Get HRD to send a part-time employment counselor
and pre-employment training representative to
Madera.
4. Send in Housing Technical Assistant.
ACTION ITEM: Send letter to Madera Glass, DOL and NAB's stressing
Governor's interest in the hiring of low income
people in the Madera Glass Company project.
TO: William Blue
Manager-Controller
Madera Glass Company
Avenue 13
Madera, California
Ralph Sager
NAR's
1/1
AREA:
Ventura County CAC
DATE:
March 23, 1971
CONTACT:
Thomas O'Brien, Executive Director
Mercedes Robertson, Comptroller
Thomas O. Mahon, County Auditor
PROBLEMS:
Evaluate the accounting system and internal controls
Determine technical assistance needs - Fiscal
Management area. Provide direct technical assistano
Fiscal Management area.
DISCUSSION:
A general review and an evaluation of the grantee's
accounting system and internal controls was conducte
at this time. The review included basic grant docum
organizational structure, operating procedu es, audi
reports and various financial records. Mr. Pete
Petersen, Community Program Analyst, SEOO participat
in discussions held with responsible staff personnel
An exit conference was held with the grantee's Deput
Director and Comptroller on March 23, 1971.
The control of the Ventura County anti-poverty progr
by the Board of Supervisors involves the control of
grantee's funds by the County Auditor. The grantee
maintains expenditure records with the objective of
providing the necessary data for financial reporting
purposes. These expenditure records are reconciled
monthly to the County's cash disbursement records.
This system provides the grantee adequate reporting
information but it involves some unnecessary account
ing activity and a substantial amount of duplication
of effort already available in the County's account
system. The information required for reporting
purposes could be readily extracted from the County
records through modification of the County's system
of accounting for OEO funds. Thus, eliminating
the need for the essentially duplicative system
maintained by the grantee.
The need to establish a property accounting and
control system was discussed. The grantee has neve
established property records and controls over
accountable property purchased with grant funds,
donated as in-kind contributions, or acquired as
GSA excess, as required by CAP Guide, Volume V.
The Comptroller and Assistant are currently
attempting to develop an adequate property
accounting and control system and grant property
is being marked with identifying symbols to show
origin and/or ownership. The inadequacy of
property records and controls was noted in
independent audit reports for Program Years "A"
The grantee's control over vehicle use was
considered inadequate. In my opinion, adequate
vehicle utilization records for the two motor
vehicles assigned were not being maintained. The
daily log showing speedometer readings, user of
vehicle, and purpose of use was incomplete in that
there were significant gaps in speedometer reading
postings. A new daily log format was discussed.
The grantee's control over telephone use was
considered inadequate. The grantee does not
maintain adequate telephone call records. As
a result, evidence to show that telephone calls
for only grant purposes by authorized persons
is not available.
Documentation of the Legal Aid Program "In-kind"
contributions are appro imately $18,000 in the
arrears for PY "E" ending March 31, 1971. Only
$5,500 of the non-federal contributions share
has been documented.
NEEDS:
1. Improve property management by establishing
(1) an adequate property accounting and control
system (2) adequate vehicle utilization records.
2. Need to develop an adequate accounting and
control system relating to telephone usage.
3. Grantee should address themselves to the need
for "In-kind" contributions particularly in the
Legal Aid program.
4. Written procedures for purchasing and property
control.
5. Policies and procedures with respect to the
usage of grant vehicles and telephones be stated
in writing in sufficient detail to enable all
persons concerned to comply.
RECOMMENDATIONS:
1. That this Grantee modify the accounting system
to embrace all of the elements of accounting now
being performed by the County Auditor and the Grant
Accounting Unit. By modifying and/or consolidating
the accounting system, greater control and
uniformity can be achieved and duplication of
efforts eliminated.
2. That the Grantee resolve their accountability
of property acquired during PY "A" through PY "E"
as expeditiously as possible. The amount of proper
which the Grantee is accountable for is not known
at this date.
3. Policies and procedures with respect to
purchasing and property control, usage of
vehicles and telephones, and documentation of
"In-kind" contributions be stated in writing.
(Operations Manual/SOP etc.)
Area:
Long Beach
Contact:
Mrs. Elizabeth Moore
Carl P. Wallace
Problems:
Long Beach is suffering from unemployment and economic
woes resulting not only from the nation's economic
slump but also from cut backs in military spending
at the Navy Ship Yard.
State OEO personnel came into Long Beach last year
to evaluate the programs, made positive statements,
but filed negative reports.
Discussion: 1. State position on CAPs is to assist CAAS in
eliminating weak projects within a CAP but
to provide all the necessary technical assistance
to save such projects first. If a project cannot
be saved and a CAA is positively committed to a
project that is not competent, then SEOO would
use its veto power to encourage the CAA to
eliminate such weak projects. The CAP would then
redistribute funds to stronger programs.
2. State would begin to provide funding and program
ideas to CAPs.
3. Boards should set policy and make decisions on
the CAA level with CAP administrators carrying
out such policy.
4. More leadership should be exercised by Regional
OEO and SECO. More team pre-review and evaluation
by Regional OEO and SE00 jointly SO they concur
rather than conflict on recommendations.
Needs:
1. Alternate funding specialist.
2. State Average Daily Attendance (ADA) reimbursement
for CAP special education program for school dropou
3. More cooperative assistance from Regional and
SEOO before problems develop.
4. Reconstitute State Advisory Committee to SEOO.
5. Develop a California CAA Board Chairman's group
for problem solving among CAPs.
Recommendations:
1. Hire alternate funding specialist in next grant.
2. Send review and evaluation personnel in Regional
and SE00 teams with written comments at time they
leave CAP and follow-up report to CAP within 3 wes
3. Develop a technical assistance conference for all
CAA Board Chairmen and CAP Directors with position
statements by Regional and State 050 that are 0001
- 2 -
ACTION:
1. Get Regional and State OEO Technical Assistance
and Goals Conference going before summer.
2. Get State 050 Advisory Committee reconstituted
--
(with outgoing CAR Board Chairmen participating)
before April, 1971.
To
:
Mr. Joe Williams
Date :
February 16, 1971
Executive Director
Economic Opportunities Commission
2309 Tulare Street
Fresno, California 93721
Subject:
IRS Employee
Placements
From :
Barny Schur
STAP/Assistant to the Director
Attached is a copy of a letter from Mr. Paul O'Rourke of
the IRS which I thought you might be interested in.
If you need any additional personal assistance from me on
securing placement of the people you are training for the
IRS facility, please contact me as soon as possible.
BS:plg
Attachment
US Treasury Depart
Regional Commissioner
Internal Revenue Service
Western Region
Date:
la reply refer to:
February 10, 1971 Ad:T
D
Mr. Barny Schur
STAP/Assistant to the Director
Office of Economic Opportunity
Department of Human Resources
Development
800 Capitol Mall
Sacramento, California 95814
Dear Barny:
It was good, indeed, to hear from you. Your letter was timely as
it prompted a telephone call from us to the newly appointed Execu-
tive Director of the EOC, Fresno, Mr. Joe Williams.
We were able, in our discussion with Mr. Williams, to learn about
the EOC's training activities which might produce some future
employees for our center. Mr. Williams now has 27 in training; we
agreed with him on his plan to emphasize test-taking skills in the
training class. Mr. Williams has been in contact with Mr. Claude
Torres, Manager of the Fresno HUD Center.
A brief discussion ensued relative to the eventual placement of
Economic Opportunity enrollees at the Center. It was brought out
that the Center will be an excellent training ground for NYC, STEP,
and CEP enrollees in 1972; however, Mr. Williams recognized there
was little possibility for such trainee slots this year since the
permanent staff won't begin to be employed until the end of 1971.
Mr. Williams was supplied with the names and telephone numbers of
our Chief, Administration Division and Personnel Officer at Fresno.
He plans to contact them soon. It is well for these gentlemen to
become acquainted early in the game, even if no hiring is being
done now. I feel our discussion with Mr. Williams was fruitful.
Thanks for contacting me. We will keep in touch.
yours,
'Rourke
Chief, Training & Taxpayer
Education Branch
Western Region
AREA : Santa Barbara
DATE : Wednesday, March 17, 1971
CONTACT : Dr. Norbert McNamara, President
Mr. Roger E. Heroux, Acting Executive Director
PROBLEM : The CAP does not have a permanent director at this time
and the acting director does not have the authority to
formulate firm administrative procedures.
A recent emergency food program was split into several
components because of community pressures which puts
more funds into administration than food distribution.
The CAP is failing to make maximum potential use of
local banks as a financial source.
DISCUSSION : We discussed fund-raising ideas using local bowling
allies or skating rinks.
Utilization of local bank with whom the CAP has an
account for such things as local share, technical
assistance in financial management, meeting room space
for executive meetings, contributions to the youth
program in lieu of interest balances on the money on
deposit, and using the bank as a wedge to open other
doors with businesses and industries with whom the
bank is doing business that will help with economic
development and job development programs.
The emergency food program should be unified under
one unit serving the needs of the whole community;
in particular, those of the aged.
NEEDS : CAP needs strong leadership, additional funding sources,
increased economic picture that will lead to more jobs,
and more innovative ideas for program development.
RECOMMENDATIONS : 1. In the hiring of a new director, the CAA Board
should consider giving preference to people with
a strong managerial and educational background
as well as administrative.
2. Emergency food program be administered directly
by the CAP on the inside basis or by a non-
controversial community agency that serves total
community needs, such as a local church or civic
organization.
3. The CAP should contact the local bank with whom
it has an account and explore possible alternatives
in the form of services to be rendered by the bank
in exchange for having money on deposit.
TA REPORT
-2-
March 23, 1971
COMMENDATIONS (Continued)
4. Monthly salary checks and related journals and ledger
could be administered by the bank. This will relieve
pressure on the bookkeeping and accounting procedures
AREA:
Community Action Commission of Santa Barbara County, Inc.
DATE:
March 16, 1971
CONTACT;
Roger E. Heroux, (Acting) Executive Director
PROBLEM: Technical assistance - Fiscal management area.
Purpose of visit to the CAA was to conduct a general review and an
evaluation of the grantee's accounting system and internal controls.
The review included basic grant documents, organizational structure,
operating procedures, audit reports and various financial records;
and we held discussions with responsible financial program individuals.
The accounting system and internal controls of the grantee are
considered adequate to safeguard the assets of the grantee, check
the accuracy and reliability of accounting data, promote operational
efficiency, and encourage adherence to prescribed management policies.
We noted a need to improve financial management by timely submission
of the application for grant funds to preclude borrowing of funds
from other CAAs. This CAA borrowed $10,000 on January 22, 1971, and
$25,000 on February 3, 1971 from the Ventura CAA, pending receipt
of funds for PY "E", grant period November 1, 1971 to October 31,
1971. On March 3, 1971 $65,000 was made available under PY "E".
The funds borrowed have not been repaid to date.
An audit by the Certified Public Accountant (CPA), Mr. E. O. Gieseler,
of PY "D" is scheduled for completion by March 31, 1971. The PY "D"
audit was discussed with Mr. Gieseler through coordination with the
CAA Exe. utive Director. The CPA is currently examining some 76
checks to assure that these expenditures are allowable. These items
require additional substantiating information before final deter-
mination of validity. I will verify these items on the next visit
to this CAA. I found the CPA audit to be quite comprehensive and am
convinced that it involved more than the normal amount of time
allotted for this type of audit. The only question I had relative
to the CPA was the lack of a contract for these services with the
CAA. The CPA received a regular fee amount for his services.
The only federal audit of this CAA was made in January 1968 for
PY "A". The CAA fiscal officer is required to submit a voluminous
monthly financial report, listing every expenditure for the month,
to the board members. The February 1971 report contained 20 pages
of posted entries and there were 30 Xerox copies made for the
board members. We recommended that the CAA board establish a
finance committee and the appointed chairman review the financial
position of the CAA and give an oral report to the members based
on his examination and verification of monthly expenditures.
-2-
There was certain questionable items uncovered in our cursory
review of the CAA financial records, i.e.,
1.
The exponditure of Economic Opportunity funds totalling $1, 750
to program "Operation Solidarity" was not adequately supported
by documentation showing the basis of expenditures or the
relationship to the approved program.
2.
Expenditures of some $352 involving the use of three buses,
to transport individuals to an unauthorized assembly.
3.
The Assistant Director approved his own "time attendance and
wage record" report for November 1970.
4.
The executive director approved his own travel (Mileage) for
February 1971.
5.
Several program component budgets for travel expenses are being
overspent based on monthly allotment reports.
The CAA bookkeeper was considered to be thoroughly qualified for
the position through OJT received from the CAA fiscal officer. In
the more than three years on the job, however, she has not had any
formalized training relative to OEO policies, procedures, instructions,
etc.
RECOMMENDATIONS/ACTION:
We recommend that:
1.
The grantee be instructed to implement review procedures to
limit disbursement of grant funds to those expenditures which
are allowable, authorized and properly supported.
2.
Establish a finance committee to report to board members.
3.
The executive director review travel expenses of various
program components.
4.
Provide formalized training where possible.
5.
Execute contract with CPA firm conducting audit of CAA.
CB:vb:ev
Area:
Bakersfield
Date:
Wednesday, January 13, 1971
Contacts:
Ed Taylor, Director
Met with general staff
Problems:
No real problems with State office; however,
contacts have been limited and visitations are
usually only in conjunction with pre-reviews.
CAP is now in process of consolidating its out-
reach offices and attempting to make them
independent administrative service centers with
the central office for overall operations,
technical assistance, ideas, and coordination,
as well as overall fiscal management.
Discussion:
1. Service to CAP by assisting in the elimination
of weak projects within the CAP that are not
politically feasible in curtailing:
a. State would attempt to provide field aid
technical services to weak projects.
b. If project cannot be saved or improved
and if CAA Board will not eliminate from
funding, State would apply conditional
veto to the program to persuade the CAA
to eliminate weak, incompetent, or non-
function projects.
C. CAA would then redistribute these funds
to strengthen well-functioning projects
within that CAA.
2. Needs:
a. Alternate funding sources
b. New program ideas with assistance until
the idea is implemented.
c. Inter-CAP cooperation and Administration-
Management assistance.
d. Quality problem solving conferences
especially within the CAP Directors
Conference.
e. More communication with the State as a
quarterly newsletter or letter from State
Director on issues and positions, goals and
directions.
f. Technical conferences held by State were
beneficial and desire more of them.
g. More youth programs - Forestry services
assistance.
h. More help from State office in mobilizing
State resources.
Recommendations:
1. Quarterly memo from State Director to CAP
Directors discussing problems, issues and setting
for State goals, objectives and positions on
Area:
Bakersfield
Date:
Wednesday, January 13, 1971
Contacts:
Ed Taylor, Director
Met with general staff
Problems:
No real problems with State office; however,
contacts have been limited and visitations are
usually only in conjunction with pre-reviews.
CAP is now in process of consolidating its out-
reach offices and attempting to make them
independent administrative service centers with
the central office for overall operations,
technical assistance, ideas, and coordination,
as well as overall fiscal management.
Discussion:
1.
Service to CAP by assisting in the elimination
of weak projects within the CAP that are not
politically feasible in curtailing:
a. State would attempt to provide field aid
technical services to weak projects.
b. If project cannot be saved or improved
and if CAA Board will not eliminate from
funding, State would apply conditional
veto to the program to persuade the CAA
to eliminate weak, incompetent, or non-
function projects.
C. CAA would then redistribute these funds
to strengthen well-functioning projects
within that CAA.
2. Needs:
a. Alternate funding sources
b. New program ideas with assistance until
the idea is implemented.
c. Inter-CAP cooperation and Administration-
Management assistance.
d. Quality problem solving conferences
especially within the CAP Directors
Conference.
e. More communication with the State as a
quarterly newsletter or letter from State
Director on issues and positions, goals and
directions.
f. Technical conferences held by State were
beneficial and desire more of them.
g. More youth programs - Forestry services
assistance.
h. More help from State office in mobilizing
State resources.
Recommendations:
1. Quarterly memo from State Director to CAP
Directors discussing problems, issues and setting
for State goals, objectives and positions on
-2-
2. SEOO to provide direct liaison to State offices
for CAP area technical assistance.
3. Visits by field representatives for semi-annual
evaluations rather than only at pre-review periods.
GENERAL CONCLUSIONS
The
conclusions of the evaluation team are as follows:
I. The SEOO has potentially a very good senior level staff.
2. The SEOO is improving in internal management.
3. The SEOO has accomplished a number of special projects
mentioned in the body of the report.
4. The California SEOO has not sufficiently followed the work
programs agreed to as specified in its four grants.
5. The SEOO has not acted as an advocate for the poor in keeping
with OEO Instruction 7501-1.
6. The SEOO has made little impact on state and federal agencies,
private agencies, local government or the general public.
7. The SEOO is perceived to be antagonistic to the CAAs and the
poor.
8. The SEOO is using the majority of its staff to perform invest-
igative functions which are interpreted negatively by the CAAs.
9. The majority of the SEOO staff does not have sufficient tech-
nical background or experience to deliver quality technical assistance
to the CAAs.
10. The Oakland Demonstration Grant # CG-9093-A/1 to deal with in-
tensive management technical assistance has not been implemented in
accordance with its terms.
11. An impasse exists between the CAAs, the Regional Office, and
the SEOO.
57
Page 57 GENERAL CONCLUSIONS (Charge) - 4
"The California SEOO has not sufficiently followed the work
programs agreed to as specified in its four grants."
RESPONSE:
I must again refer to the timeframe for recruitment,
selection and hiring and the many cases where we find CAAs
incapable of implementing whatever suggestions our technichal
assistants have been able to offer. This we believe to be the
responsibility of the Regional Office to assure that those
receiving public grant funds are capable of conducting and
mounting programs for which they are funded.
Page 57, Paragraph 5:
Charge:
"The SEOO has not acted as an advocate for the poor in keeping
with OEO Instruction 7501-1."
Response:
The poor have, in many instances, come to the California State
OEO to ask for assistance in making community action programs
more functional to their needs. (See attached petition from
Compton area signed by 150 people and petition signed in
Venice area.)
We the
5. kword Community Doroner of Cally
letting of the Teb 2 [ 1971
to
PERSONAL MAIL
Dear Dovoner =
a liter of Plan We
New your Help
Since knowing 2 piople
Hove Choused to Control
The Oak Wood Commely. We
are asking you to Ex Capi
This Copy We Written
The Congress more be Couse we
it He Home Help. Ver " Robert lasta
We PAin Wont This Stop in the Ven
Teg Leritise B Lewis
Fob. 25, 1971
Venice Improvement Project
0/0 Mrs. Marie Banks, chairman
814 Hampton Dr. apto 1
Venice, Callf. 90292
Copy To Tonight 0 Eo the Venico Stat Honer assembled of around California number. of
to: Rep. Thomas H. Bear
community a complaints
to Thomas M. Rees, Congressmen, 26th Congressional District. Wo, the voters
and residential poor, too long have boon the, stopchild. We protest funding
of projects directly through our congressman."
Io The V.C.I.U. has submitted proposals which have been granted. These
monies have been used without community involvement. Wo understand that
this small group or ring is again requesting funds from the government and
claiming to represent the community. It does not reprosent the community o
II. We propose that our protest be placed in the hands of the House
of rRopresentatives. We are faced with the greatest crisis that has ever
beon centered on the poor, buildings three stories high, built by exploiting
persons from outside communities who have denied relocation to families.
The people in this community are living in the slums, Where the
sludge backs up into the houses. Where need is DO bad especially with the
low-income people denied housing. It 10 possible that the 20% low-income units
allocated for this area were filled to the satisfaction of the contract
in one building (at 535 Venice, on the southwest side of Santa Clara).
These houses wero proposed to the Venice community during planning with
false promisess
a. no high-rise to be allowed.
be every homeowner to be able to receive a loan, through the
same people who have full control of the housing now.
This information caused many homeowners to trust the housing group
to advise them, while they were being betrayed.
We were also promised that neighborhood centers would hold meetings
to advise when the building would bogin to involve the community. with
uncoployment DO high, every effort was to be made to got young and poor
people from the community Jobs with the building contractors. Union mon
were on hand 23 explain how this could be done. Nothing came of 1t.
benefited by 10bn or by homes. So
No, One people of Venice, support this complaints
Mafie Banks, chairman, Venice Improvement Project
25 1971 Channel
Opin Levritor B Lein
of dora Jak 7.10 Coliprine TERRN are
Roberth Delk
invise
ans Forfrudom, upset Vervice visident!
Patricia Fellman 26 Westminister #19, Vanice
Michael Dorethy Johnson Stewart 505 331 Westminister Indiana Ave, que University
Lusdle Jones 656 San Juan Veince 90291
Deborah Elgm Luvis 813 Britls One ans
a mmer m C certy 733 Brook Open
S
BeNelly Amr Leins 659 Son Jane 8 Brooks Que Ornis and 8028
Dotta ennest Lee Lewis Lewis 6 52 San Jan 91
Ash Wall 733 3 Brooks 90291 are
Mrs. Teverlice fewes
813 Brooks Ave
Venice Ca 90291
VERICE PM
"AR 3 CA
1971
90291
Honerable Hovernor Ronald Reaga
State Capital
Aacramento, California
Personal
COMPTON FILE
copy will
letters to Brice Sept 4, 1970
Payant to Office Mr. Harvey of Howards, Economic mes, Opportunity Caric & obj. ) W. Lewy Hapes intekted. 1121. 13et
mind Patshir
our. Predent
Atten:Mr. Betz and To Whom It Concerns
United states
Washington, D.C. (Dan Frucisco, Calif)
We The citizens of the Compton, Willowbrook, Enterprise
Community, hereby submit a petition for a change of the CWE
CAA personnel and staff at the Avalon Multipurpose center,
with the exception of certain community workers, who have
this community at heart.
From our observation and participation, we feel that the
program at the center has had very ineffective administration.
The centers' operation in producing and delivering services to
the poor and the community, likewise has been very lacking.
Under these conditions we feel that the program has been mis-
used and abused and those workers who have been identifying
with the community by making effective contributions and ser-
vice, have been signled out for abuse by the administration of
this center.
These actions by those in control would totally neglectes
and leave out the desires of the poor in this community. We
therefore ask for a hearing on these matters.
Respectfully submitted,
Avalon Multipurpose (Youth
Council) Center.
President, Tenell M. Terrell Myers E. Myers
604 N. Evers St., Compton, Calif.
Demier C. Adam
Vice President, Dennis Adams Jr,
413 E. 140th St., Compton, Calif.
WeskeRudolsh
Secretary, Westley Rudolph
107 E. 139th St. L.A. Calif.
7.4dcolls Treasurer, Malcolm James
938 W. 138th St., Compton, Calif,
B. Minefield
413 Sargent E. 140th At Arms Street Ray minifuld
Compton, Calif.
/
June Minefec 12516 hrves
1
andra Merife 12816 Jarws
3.
Michael AMarlant Blvd.
cf Editto Harry 12900 James are
5
Delores parks 212 E Revd.
6 Wilbert Johnson 12900 Jarius one,
7
Hugory Lurner 12900 Jarves are
2
Harvey Idams 12906 Jaruis
9 Pase mary allen 12910 James
Restirer Qaps 12414 Larnis are
" pays more 13021 Janxis Are
11. Shariel Haley 13023 So Jaries asc.
13
Kennell Hally Javis are
14
15
Cardla Janette Kanney 1302500 JAROIS
16
13033 So. Jamis L.A.G.
11
Puul 13102 Jaruis Hue
1510 Jardsone LA61
IT
18
23 Lamul James 13121 farves are
Kenneth thines 13227 J. Carlier
& Cargle 13412 So Goalon
22 DLne Smith 13232
27 (poke 13202 Cartlon are
24 Injux S. Callouse,
25 Blanche M.L.ville. 13212 Cariton Ave.
% Alber + Lioville Avei,
/// Mater 13207 CoALTon AV LA.
31
32
Ranil Martinez
=
11
11
11
33 Mis achertor Timmend 13120 Canton One FAC
34 Sherley Harren 332 8.137 St.
36 13116 Caritox ave Program
35 aya Marra Puge 13122 Carlton any La
37 Spera Smith 13223,5 Jaris. St
28 april Ford - 13112 S. Carllon
39 Jahnnic L. Johng 13102 S. Carlton
40 Gregory Lyson 13016 carltan
891
Kim Tyson 13032 Carlton
42 Dorathy Beard 13022 Carlton
43
June m. ting 13012 No. Carllon AM.
44
Lillie 7n andrean 1310 12seartion
45 met Mrs. 24, Sinclars 2226.EP signate Bld.
46 Charles me Laghles 448W. alondin HATE
47 Pillian W elliams 128155. Cook LA. 61
4? Mrs auth Hasen W 12821
49 Cathy Williams 19515 So. COOK St.
50 higher Hubbard 12:34 cro-b et.
51 Mrs Theodoes Bibbs 128 25 Cook St La 90061
53 Mitul Family 132008. MAIN 5 90061
52 Miss they Biblas 12825 cook St La 90061
54 JUANITA BiLLs 12885 cock 90061
55 Mane Bwton, 12826 COCK 90061
56
Lohn Bibbs 12825 Coot 900.1
Jn, think mann Sink JODGI
62 Pauline Jhompson 12411 So Cook sf.
63 Dona m So Cook of
65 64 Mary J Thompson 12111 So Cook str
66 Oliver H mary 12916 Cook Street
67 Helda Bater 12921 Cook Sb.
68 Diann Rogers 12420 Cook St
69 6Cdie Tay Ragers 12920 cook st
70, Jarine mask 12924 Coak st
71 12924 Cook St.
12928@ooh Street
73 angela Limmons 12928 Cook Street
74 Hubband 12424 look it,
75 Mrs 245 -301
76 Mar 6215E.
78 mrs + mr James Thomas 245E 130TH It you
77 Mr Dan (Evens) 245 E-13014.900
79 mr & Mos 2 amsting 314 East Both Sta.
80 Mr of Mrs Clifford Mitteen 12917 belampeder
81 marge Gammago 15515 So, San Picho
52
Instrus may Bran 733 is 138 St
83
Maserice Cammon .2700 w/34st
84
Robert Kimble 1906 w 134 is
85
Clereland Ballod / 3516 avalos
8L
Lary Reskins
136 18 order
87
maslow forden
135 19 oralm
93
Schord William
13.203 SENPEDED
94
James Ray Fillman
1381250, San PEdr
95
Patricia a Leary
Charlotte Leary
207 E. St.
96
207 EAST 138th
97
Ronald Branscomel
319 E . 142 ND ST,
98
honald Ferquson
349 E 1395
99
Paind Sandus
103E 1405+
100
14005 S. alfeld are.
101
Joseph charles
14/02 S, maple ave.
102
Leonora Thompson
328 E. 1395t. LAT 90261
103
Mamie Way
333 E 139st 9006)
104
345 E Pinu s²
105
Hayrood Gounder 119 E1385T
106
large Nr cl 354 E 139ets
107
Ot's Minifiel 413. 140 St
108
Mr.ms. Wenzel mille
109
403.E.139 LA Cally
1101
Laurian as Amith 417E139SF La,
111
Steve Bocannon
433 E 139st
112
Georg is E. Honors 451k.139th
113
June Johnson 4512.1595
114
brne Wilson
467 E. 139TH ST.
115
Ray Sir 4BET, 140'.-
116
Richard Nazore clay Lones 625 Pince E' CA, 13911.81
424
117
118
Beetz Lan
13606 So Avole A.
on 617 e 171 It
Pharoah Sanders - -641-East' 126ˢᵗ
125 124 Marshell J.shilson 649 E,
127 Frankied Pollud 713 6.13c sf
126 Sandu Geen 13524 Stanford are
125
Derald Jones 13342 San Pedro
129
130
mrs C. C. Henduson
Mms Josephere Dant 717 E 13urt Sq
131
Stanky Jefferson 417E136 St.
132
Puter Gost 717E136- at
133
LloydL. Todd 721 E 136 that 4A.
134
Jacque Lyne Wright 72 SERENT
135
Syluia Bele 724 E 136 st.
136
Lena Battle 733 E. 136 St.
137
Lara L. & ashington 137 E. 136th that
138
Robert Bruzer
741 E 136 Lf.
139
Lays Nash
749 EAST 136 ST
140
Leon Perry
757EAST136S1. 757 SI
13/5
642E, 136 st.
146
Mrs Berganin Spraggino
6348.136 at
147
630 C136 St
148
Gloria Honnes
13600 avalor Bevd
149
Mace Haradia (so 2130UP
150
Stenen Deat
151
Incie
152
Greging Dent
153
Raymond Eaten
Page 57 GENERAL CONCLUSIONS (Charge) - 6
"The SEOO has made little impact on state and federal agencies,
private agencies, local government or the general public."
RESPONSE:
It is too early for the evaluators to make that type of
judgment. There are plans in this office to contact county
supervisors associations;-numerous ongoing contacts are being
made with other federal agencies, such as the Farmers Home
Administration, the Department of Labor, Housing and Urban
Development, local elected public officials and private agencies
interested in the problems of poverty. The statistical appen-
dices do not include or are not sufficient to indicate that
impact. Again, it should also be emphasized that the resources
available to do and accomplish this particular function must be
considered before impact and effectiveness can be measured.
Page 57
Charge:
"GENERAL CONCLUSIONS, 7.: The SEOO is perceived to be
antagonistic to the CAAs and the poor."
Response:
It is interesting to note that in all cases where
the State Office of Economic Opportunity has conducted
special investigations, it has done so at the request
of specific groups. Never has the State Office of
Economic Opportunity gone into a Community Action
Agency without written request from participants of
that program. It is also interesting to note that
most of these participants are low-income people.
Charge:
"GENERAL CONCLUSIONS, 8.: The SEOO is using the majority
of its staff to perform investigative functions which are
interpreted negatively by the CAAs."
Response:
Number 8 is patently false. See the attached list
of technical assistance rendered, pre-reviews
attended, and field trips taken.
Page 57 -- 9. GENERAL CONCLUSIONS (Charge)
The majority of the SEOO staff does not have sufficient
technical background or experience to deliver quality
technical assistance to the CAAs.
RESPONSE:
The majority of the SEOO technical assistance staff does
indeed have the technical qualifications and background.
This includes Mr. Schur, Mr. Chickering, Mr. Frane, Mr. Blaker,
and Mr. Whitely. Mr. Carter has been transferred out of the
section.
Page 57 - - -General Conclusions (Charge)
=
11. An impasse exists between the CAAs, the Regional Office, and
the SEOO. "
Response
We find this conclusion to be in error, though in fact it may have been more
accurate during the time of the evaluation. At the April resources mobiliz-
ation conference sponsored by the SEOO, 40 out of 44 Community Action
Agencies in California participated. We had over 200 participants at these
meetings. The mutual feeling developed between the State OEO and most
community action agencies was that a new era of cooperation and joint
partnership was not only necessary but would come about. Concerning
the Western Regional Office of Economic Opportunity, I can only say that
we are diligently and honestly working towards better communication and
relationship with that office.
Page 57 - GENERAL CONCLUSIONS (Charge)
"11. An impasse exists between the CAAs, the Regional Office,
and the SEOO."
RESPONSE
An impasse does not exist between the CAAs, the Regional
Office and SEOO. As mentioned above, Regional Office meets on
a regularly scheduled basis with Southern California SEOO staff.
Attached are several letters which show the Executive Directors
and Community Action personnel expressing appreciation for the
help provided by SEOO to their Community Action Agencies. (See
attachments.)
Bob Hawkins
March 17, 1971
Compton CAA
Herb Brown
I arranged an appointment with Mrs. Audrey Rhodes, Chairman of
the Compton CAA Board, on March 16, 1971, at 3:00 p.m. The site
of the meeting was the CAA headquarters, 227 East Compton Boule-
vard.
Arriving at the appointed time, I asked for Mrs. Rhodes. Mrs.
Magee, Executive Secretary, told me that I was to meet with
Mrs. Rhodes in Mr. Hayes' office, the Director of Compton CAA.
Once in the office, I was introduced by Mr. Hayes to Mrs. Rhodes,
Mrs. Ester Jackson (Board member), and Mrs. Reeves, secretary
to the Board. He, in turn, asked the purpose of my visit. I
told them I had some concerns about some of the Multi-Purpose
Centers (MPCs) and wanted Mrs. Rhodes to accompany me in visit-
ing said MPCs.
Immediately there was a negative response against this "police
action." I redefined my position, stating if some MPCs are
not functioning according to the guidelines the Board should
know.
An hour and one-half later of heated debate, the following
determinations were made:
1. That Mr. Hayes, the Director, will request technical assis-
tance in the field of economic development.
2. That the Board, if it sees fit, will form an economic develop-
ment committee to coordinate with SEOO in formulating some
projects for economic development.
3. That Mr. Hayes, as Vice-President of the Black Caucas of
the National Association for Community Development, invite
Mr. Unler and this office to the Regional NACD Conference
to be held in Seattle, Washington (see attached).
In summation, there is now a meeting of the minds and a strong
intent on both sides (the CAA and SEOO) to coordinate in the
future.
Page #11 57
Bob Hawkins
-2-
March 17, 1971
Mrs. Rhodes, the Board Chairman, representing the poor, seems very
weak and apparently beholden to Leroy Hayes and Ester Jackson
for direction.
I also told Mr. Hayes I will arrange a meeting with Supervisor
Hahn of Los Angeles County so he can express his concerns regard-
ing the County Model Cities program as it affects Willowbrook.
HB:js
Bob Hawkins
March 15, 1971
Board Chairmen's
Organization
H. Kludjian
Interviewed Mrs. Elizabeth Moore, Board Chairman of the Long Beach
CAP. Her response to organizing board chairmen of the various
CAPs was very enthusiastically received. She further commented
that this type of input from State OEO could result in a relation-
ship whereby the various executive directors would be more res-
ponsive to the boards' policies. Whereas, up to the present time,
the executive directors have been in the position to control board
members, and board members have merely reacted to directives sub-
mitted to the board.
The following suggestions were submitted by Mrs. Moore and, thus,
merit thoughtful consideration:
1. Meetings should be held by section area - theory being a
statewide body may become too unwielding.
2. Section area meetings may allow the presence of the vice-
chairman as well as the board chairman to further negate
possible control by the executive director through the
board chairman.
3. Structure meetings in a business-like manner following a
definite agenda to minimize domination by any particular
board chairman who may be hostile and not constructive.
4. Also structure meetings whereby board chairmen are allowed
to voice concerns but, again, designed to produce construc-
tive results.
5. Program meetings as workshop sessions.
6. Define role of board members.
7. Program sessions to include technical assistance (i.e., how
to read. financial reports, etc.).
HK:js
Page 57
# 11
State of California
Memorandum
:
Bob Hawkins
Date : April 19, 1971
Subject: Southern California
CAP Meeting
From : Gil Archuletta See
As I discussed in Sacramento, I would like to have a Southern
California meeting with all CAA Executive Directors and Board
Chairmen.
The CAA people are vitally interested in this type of meeting.
I plan to send a letter to each individual asking for their de--
sires as to subjects which could be discussed.
A tentative date of May 12th has been scheduled. I expect you
June 3
and Lew to attend; hence, the date would be subject to your
schedules.
This meeting would be planned around a lunch and would include
some appropriate speaker.
Any thoughts you have on this would be most welcome.
GA:js
#11 Page 57
to: Executive Directors
Board Chairmen
Many Community Action leaders in Southern California have ex-
pressed an interest in having a meeting with State OEO personnel
in the Southern California area.
SEOO is convinced that this would be an excellent idea, and
have set a date of May June 12 for such an event.
to
However, to ensure the success of this meeting, we would like
to have an idea from you as to subjects to be discussed. I have
included a list of subjects which could be discussed. Please in-
dicate your preference on these and include any others you feel would
be appropriate.
If you would prefer "an expert" from a particular field, please
indicate in your reply.
Mr. Lewis Uhler, State OEO Director; Mr. Robert Hawkins, Director
SEOO/Operations, and I, as well as the entire Southern California
field staff of SEOO will be in attendance.
The meeting is scheduled for the
at
at 10:00 a.m.
I would appreciate your response by the 3rd of May. Should you
have any questions, please feel free to give me a call.
Sincerely,
Gil Archuletta
Administrative Assistant/Operations
Southern California
EVALUATION TEAM RECOMMENDATIONS
Regular Grant
Refunding the regular California SEOO grant should be made contingent
upon acceptance by the SEOO of the fo'lowing conditions:
1. The California SEOO agrees to discontinue the Community Program
Analyst (CPA) type of investigations. The California SEOO can discharge
its responsibility under Section 242 of the Equal Opportunity Act of
1964, as amended, more effectively by concentrating the resources of
its office on assisting the CAAs in California by providing meaningful
technical assistance, mobilizing federal, state and local resources,
and insuring SEOO personnel are properly trained and have knowledge
of grantee needs.
2. The SEOO agrees to insure that technical assistance personnel
will have qualified backgrounds to allow them to deliver positive
and constructive technical assistance to CAAs.
3. The California SEOO agrees to train technical assistance per-
sonnel in the proper methods of delivering technical assistance to
CAAs.
4. The California SEOO agrees to implement the plan referred to
in Lewis K. Uhler's letter of February 8, 1971, addressed to O. Mearl
Custer of Elk Grove Unified School District (see Attachments), regard-
ing the establishment of an Advisory Council to SEOO, and further agrees
that the Advisory Council will include representatives of both the poor
and CAAs.
5. The California SEOO agrees to establish and maintain minimum
standards for experience and qualifications for staff consistent with
the functions of the position.
6. The California SEOO and Region IX, OEO, have negotiated a
memorandum of agreement in accordance with OEO Instruction 7501-1,
Section 7f.
7. The California SEOO agrees that it will undertake an infor-
mational program specifying how it will implement the provisions of
the Regional Office/SEOO memorandum of agreement and provisions of
OEO Instruction 7501-1.
8. The California SEOO agrees that it will perform its obliga-
tion to be an advocate for the poor and specifies the steps it will
take to meet this obligation.
58
Page 58
Charge:
"A. Regular Grant: 1. The California SEOO agrees to
discontinue the Community Program Analyst (CPA) type of
investigations. The California SEOO can discharge its
responsibility under Section 242 of the Equal Opportunity
Act of 1964, as amended, more effectively by concentrating
the resources of its office on assisting the CAAs in Cali-
fornia by providing meaningful technical assistance, mo-
bilizing federal, state and local resources, and insuring
SEOO personnel are properly trained and have knowledge of
grantee needs."
Response:
1. This argument pur forth that the State Office
of Economic Opportunity should discontinue the
Community Program Analyst type of investigations
is not only wrong-headed, but weak-minded. If the
S
State Office of Economic Opportunity is requested
by low-income individuals to investigate inequities
they feel exist in the program, it is our respon-
sibility under the law to do SO.
2. If the legislator desires to have some problem
investigated that he is having in his area, and
by his constituents, it is our responsibility to
do so.
3. Given the history of OEO, it is highly probable
in some instances that many programs need to be
investigated so that the truly needy can receive
benefits.
4. Given the history of OEO it is also equally obvious
that what poverty programs need more than anything
are a set of expectations as to permissible con-
duct and that conduct which is not permissible.
The Regional Office of OEO does no investigation
or evaluation work of any quality. Therefore,
the State Office of Economic Opportunity is the
only office in California that provides same.
5. For the record, all of our investigations have
been above board and open, and all those who wish
to see the records can do so by coming to our
office.
page 58 (continued)
Response (continued)
6. The investigation that we conducted of the Monterey
County Poverty Program received high praise from
the County Board of Supervisors in its professional
conduct and its findings. The County Board of
Supervisors also discredited Regional OEO for
failing to investigate an explosive issue between
the brown and black communities in Monterey.
The State Office of Economic Opportunity will not
shirk its responsibility in such areas.
Page 58 -- 2. REGULAR GRANT (Charge)
The SEOO agrees to insure that technical assistance personnel
will have qualified backgrounds to allow them to deliver
positive and constructive technical assistance to CAAs.
RESPONSE:
SEOO will agree to insure that all technical assistants are
of qualified backgrounds.
Page 58 -- 3. REGULAR GRANT (Charge)
The California SEOO agrees to train technical assistance
personnel in the proper methods of delivering technical
assistance to CAAs.
RESPONSE:
SEOO agrees not only to training but to send TA people on
conferences anywhere in the country where they may be held
to give them greater insight and training. It also encourages
the TA staff to take the appropriate college courses or to
teach appropriate college courses to gain additional insight
and background in TA knowledge and techniques.
STAP section will agree to all the aforementioned recommendations
made on Page 59 reference section B STAP grant. The only
reservation would be #4 long term onsite field assignments
that unless we are sufficiently funded with personnel who can
live close to the areas being served that this is a very
difficult recommendation to meet without breaking up families
creating hardships on personnel trying to deliver such
services. Therefore, we would have to expand the STAP
grant and provide for services from people who live in the
locales. It should be remembered by the people who made
this evaluation who come from states that are very small
both in the east, midwest and in the northwest, that
California has the same length and distance as going from
Minnesota to Indiana. We would hardly expect one STAP
specialist to carry that kind of load in the midwest, it
would neither be fair for us to take the same kind of
responsibility in California. It should also be pointed
out we have more geographical area to cover than all of
the eastern coast of the U.S. running from Maine to North
Carolina. We would not expect the STAP Specialist to
assume that kind of responsibility either. Therefore
in California the same assumption should be made and we
should be given sufficient money and staff to provide
regionalized service.
Page 58
Charge:
"A. Regular Grant 5. The California SEOO agrees to
establish and maintain minimum standards for experience
and qualifications for staff consistent with the functions
of the position.' "
Response:
If one will take a look at the list of personnel and
their qualifications, one will see that in terms of
background and experience they have been highly di-
versified and give a mix of different perspectives.
This is more than can be said of most OEO types who
have one type of background.
Page 58 6. RECOMMENDATIONS- - Regular Grant (Charge)
"The California SEOO and Region IX, OEO, have negotiated a
memorandum of agreement in accordance with OEO Instruction
7501-1, Section 7 f."
RESPONSE:
It is now in the process of being written.
Page 58 7. and 8. RECOMMENDATIONS--Regular Grant (Charge)
"The California SEOO agrees that it will undertake an informational
program specifying how it will implement the provisions of the
Regional Office/SE00 memorandum of agreement and provisions of OEO
Instruction 7501-1."
"The California SEOO agrees that it will perform its obligation.
to be an advocate for the poor and specified the steps it will
take to meet this obligation."
RESPONSE:
Answers have previously been given. While SEOO, in performing
its advocacy role, intends to continue to review legislation put
before the California State Legislature, it is not a lobbyist and
should not be construed as such. There are numerous organizations
which do that type of lobbying, such as the Welfare Rights Organi-
zation, NAACP, ACLU, etc.