OC Political

A right-of-center blog covering local, statewide, and national politics

Posts Tagged ‘Eric Woolery’

Orange Treasurer Eric Woolery Enters Auditor‑Controller’s Race

Posted by Newsletter Reprint on February 19, 2014

This came over the wire this morning from Orange Treasurer Eric Woolery‘s campaign for Auditor-Controller.  Of the three people who have pulled papers for Auditor-Controller so far, Woolery is the only one without a foreclosure, a short-sale, or a bankruptcy:

Eric Woolery for Orange County Auditor-Controller

Orange Treasurer Eric Woolery Enters Auditor‑Controller’s Race

(ORANGE COUNTY, CA) – Orange Treasurer Eric Woolery has announced his candidacy for Orange County Auditor‑Controller. He enters the race as the clear frontrunner, with $50,000 cash on hand and a lengthy list of bipartisan endorsements from across Orange County.

“Serving as Auditor‑Controller would be an incredible opportunity to use my years of experience in both business and government finance to give back to the county I’ve called home since high school,” Woolery said. “I am honored and humbled by the number of people who are endorsing my candidacy for Orange County Auditor‑Controller.”

In addition to his current elected office of Orange Treasurer, Woolery’s public service began with his election to the Orange County Board of Education and continued on the Orange Audit Committee and as Deputy Director of Administration in the Riverside County District Attorney’s Office. He spent the majority of his career in the private sector, having served as the owner of a multi-location private accounting firm, a corporate CFO, a corporate controller, and an accountant.

“With his experience in both the public and private sectors, Eric is one of Orange County’s foremost financial leaders,” said Patricia C. Bates, Vice Chair of the Orange County Board of Supervisors. “I am proud to endorse Eric Woolery for Auditor‑Controller because we need his expertise leading the Orange County Auditor‑Controller’s office.”

Supervisor Bates leads a long list of Orange County leaders who have endorsed Woolery for Auditor‑Controller, including:

  • Supervisor Patricia C. Bates
  • Supervisor William G. Steiner (Ret.)
  • Assemblyman Donald P. Wagner
  • Laguna Niguel Mayor Linda Lindholm
  • Tustin Mayor Al Murray
  • Tustin Mayor Jerry Amante (Ret.)
  • Orange Mayor Pro Tem Mark Murphy
  • Tustin Mayor Pro Tem Chuck Puckett
  • Aliso Viejo Councilman Mike Munzing
  • Fullerton Councilwoman Jennifer Fitzgerald
  • Lake Forest Councilman Scott Voigts
  • Mission Viejo Councilman Frank Ury
  • Orange Councilman Fred Whitaker
  • San Clemente City Councilwoman Lori Donchak
  • Tustin Councilman Allan Bernstein
  • Tustin Councilman John Nielsen
  • Orange County Board of Education Trustee Ken Williams
  • Rancho Santiago Community College District Trustee Arianna Barrios
  • Rancho Santiago Community College District Trustee John Hanna
  • Rancho Santiago Community College District Trustee Phil Yarbrough
  • Irvine Unified School District Trustee Paul Bokota
  • Irvine Unified School District Trustee Lauren Brooks
  • Orange Unified School District Vice President Alexia Deligianni
  • Orange Unified School District Trustee Tim Surridge
  • Orange Unified School District Trustee Mark Wayland
  • East Orange County Water District Director Doug Davert
  • Orange County Transportation Authority Director Michael Hennessey

A Certified Public Accountant (CPA), Woolery earned his Bachelor of Arts in Business Administration and Accounting from Cal State Fullerton. He resides in Orange with his wife, Lisa, and their two young children.

###

Paid for by Woolery for Auditor-Controller 2014. ID# 1362822

Posted in Orange, Orange County Auditor-Controller | Tagged: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a Comment »

Live from OCGOP Central Committee: Early Endorsements

Posted by Chris Nguyen on February 17, 2014

We’re here live at OCGOP Central Committee for Early Endorsements for the Primary Election.

(7:13 PM): A slew of Youth Associates have been sworn in.

(7:18 PM): Sergio Picchio, former Field Representative to Assemblyman Don Wagner, is receiving the Donald Award for Legislative Staffer of the Year on the occasion of his retirement.

(7:26 PM): Minutes are approved.

(7:27 PM): Announcement of the passing of Jack Christiana.

(7:29 PM): The candidates and elected officials present are introducing themselves: Lucille Kring, Ceci Iglesias, Michelle Steel, Diane Harkey, Baron Night, David Shawver, Robert Hammond, Scott Voigts, Tony Beall, Mike Munzing, Robert Ming, Jim Righeimer, Steven Choi, Phillip Chen, Helen Hayden, Paul Glaab, Tom Tait, Julia Ross, Michael Glen, Tim Shaw, Brett Barbre, Travis Allen, Deborah Pauly, Mark Wyland, Jeff Lalloway, Fred Whitaker, Michael Gates, Steve Nagel, Mark McCurdy, Janet Nguyen, Matt Harper, Lee Ramos, Hugh Nguyen, Dean Grose, Lynn Schott, Jeff Ferguson, Allan Mansoor, Kevin Haskin, Shari Freidenrich, Keith Curry, Ray Grangoff, Eric Woolery, Carlos Vazquez, Claude Parrish, Anna Bryson, Tony Rackauckas, Long Pham, Emanuel Patrascu, Don Wagner, and Young Kim.

(7:36 PM): OCGOP Chairman Scott Baugh speaks about the successful Republican effort in the San Diego Mayor’s race.

He also speaks about Republican efforts to replace Irvine Councilman Larry Agran with Lynn Schott.

(7:39 PM): Irvine Mayor Pro Tem Jeff Lalloway announces that Anaheim Mayor Tom Tait has been named one of the two 2013 OCGOP Local Elected Official of the Year (alongside Supervisor Janet Nguyen who was also announced as the other winner of the award previously).

Baugh gives speaks about Tait’s mayoralty.

Tait thanks the Central Committee for the award.

(7:41 PM): Chairman Scott Baugh brings up early endorsement consideration for District Attorney Tony Rackauckas.

Alexandria Coronado asks a procedural question, to which Baugh responds.

(7:42 PM): TJ Fuentes moves and Mark Bucher seconds the Rackauckas endorsement. He is endorsed unanimously.

RACKAUCKAS ENDORSED

(7:43 PM): Robert Hammond moves and Charlotte Christiana seconds the endorsement of Treasurer-Tax Collector Shari Freidenrich. She is endorsed unanimously.

FREIDENRICH ENDORSED

(7:45 PM): Michelle Steel moves and Tim Whitacre seconds the endorsement of Diane Harkey for Board of Equalization.

Deborah Pauly offers a substitute motion, and Allan Mansoor seconds, to table until the close of filing since there is no incumbent, and more Republicans might jump in.

(7:47 PM): Baugh rules both motions out of order after determining that candidates need to speak before either motion can be made.

(7:49 PM): Baugh says three BOE candidates were notified: Assemblywoman Diane Harkey, Senator Mark Wyland, and former Assemblyman Van Tran. Harkey and Wyland are here, but Tran is not.

(7:50 PM): Harkey opens by describing the BOE’s function. She speaks about her private sector career dealing with corporations and taxation. She speaks about the importance of limiting the field, so that campaign funds can be focused instead of divided. Harkey says it’s critical to get the third vote on actions on the BOE. She speaks about her successful efforts to gain Democrats’ votes to kill legislation. She speaks about how the Legislative Analyst’s Office credited Harkey with getting more oversight against cap and trade. Harkey says she could have walked into Supervisor or Senate, but BOE is the job she wants. She says both she and Wyland are also asking for San Diego GOP Central Committee’s endorsement.

(7:53 PM): Wyland thanks the Central Committee for its work. He talks about how he owned his own 100-200 employee business and how he had to deal with the BOE dozens of times as a business owner. He says he knows how to reform the BOE. He says there were three efforts to unionize his employees, but he defeated those three efforts, so he knows how to fight unions. He notes his electoral background and how he’s given over $1,000,000 to help conservative campaigns. He speaks about how he gave $100,000 to Tony Strickland’s 2008 Senate race when Strickland defeated Democrat Hannah-Beth Jackson by less than one vote per precinct. Wyland urges the Central Committee to delay an endorsement vote until after filing closes.

(7:56 PM): Pat Shuff asks the two candidates what was their CRA score. Harkey says 100%. Wyland is unsure what his CRA score was, but got 100% from both Howard Jarvis Taxpayers Association and California Taxpayers Association.

(7:59 PM): Mr. White asks why Wyland doesn’t want an endorsement made tonight.

Baugh notes dual endorsing is unprecedented but possible.

Wyland says he’s fine with a dual endorsement. He says he’s only requesting the San Diego GOP Central Committee endorsement purely as a defensive major since Harkey’s asked for the Central Committee endorsement. He says he wishes Central Committees would avoid pre-primary endorsements when there’s multiple Republicans.

Harkey says Central Committees should endorse and frequently do. She says Prop 14 has made this more important. She says AD-65 and SD-34 need money, so endorsements can help stop the spillage of money in intraparty primary matters.

(8:03 PM): Desare’ Ferraro asks if a Democrat has filed for BOE and if the seat is in danger.

Harkey says one Democrat has filed, but it’s a Republican seat, though she notes Democrats are gaining.

(8:04 PM): Jeff Matthews asks the two candidates if they’re Republicans in good standing.

Harkey says she’s highly rated by a slew of conservative organizations and the importance of helping candidates both with manpower and money.

Wyland says their vote records are probably quite similar. He again urges Central Committee neutrality and letting the electorate decide. He again notes he’s given financial support to candidates. He speaks of party unity.

(8:06 PM): Steve Nagel asks if either has taken union money.

Both admit taking union money for their legislative races.

(8:07 PM): Kermit Marsh asks what other counties the two have requested.

Harkey says she has requested them in every county in the BOE 4th District.

Wyland says he has not done so.

(8:08 PM): Robert Hammond asks how each voted on an Assembly bill funding Common Core.

Harkey says she didn’t vote for it.

Wyland notes he served on his school board and is proposing legislation to restrict state funding of Common Core. He says he didn’t vote for the bill that Hammond is asking about.

(8:10 PM): Mike Munzing talks about his own efforts to fight AB 32 and SB 375 at SCAG and on the City Council. He asks Wyland about his $1500 contribution to Al Gore in the 1980s.

Wyland admits he once was a Democrat but became a Republican long ago. He again notes his $1,000,000 for Republicans. He speaks about his votes against AB 32 and “all” other regulatory bills. Wyland notes Gore was more conservative in 1988 and bragging about being a tobacco farmer.

(8:13 PM): Mark Bucher asks if Diane Harkey’s exception for public safety unions on her no-union pledge (required on the Central Committee endorsement form) applies to the past or prospectively.

Harkey says she’s still taking public safety union money. She says public safety is 80% Republican. She says Republicans need to reach out to them. She says public safety is important to Republicans. She says she agrees with the no-union pledge for local office but opposes it for state office.

(8:17 PM): Tim Whitacre asks if Wyland voted to increase property taxes in 2012 and if he walked out on certain bills, like naming a ship after Harvey Milk and illegal immigration restrictions, to avoid voting for them.

Wyland notes they vote on 2,000-3,000 bills. He doesn’t remember them all, but doubts he voted for that one in 2012. Wyland says he abhors naming a ship after Harvey Milk but it’s possible he may have missed the vote. Wyland says the Assembly allows its members to add their votes after missing them, but the Senate does not allow such a thing. Wyland says he has introduced more legislation on illegal immigration than any other legislator, including requiring proof of citizenship to register to vote and redirecting DREAM Act funding to veterans.

(8:21 PM): Baugh states that no further questions can be asked directly of the candidates due to the Central Committee’s time limit rules.

(8:22 PM): Tim Whitacre moves and Mary Young seconds the endorsement of Diane Harkey.

(8:23 PM): David Shawver says candidates should have formed committees months ago.

(8:24 PM): Assemblyman Allan Mansoor urges no early endorsement because a lot of questions still need to be responded to. He notes he’s worked with both Harkey and Wyland in the Legislature. He says he’s endorsed Harkey. Mansoor says there are multiple Republicans in good standing running for a Republican seat. He says endorsements should only be made if a RINO is running or if there’s risk of a Democrat winning.

(8:25 PM): Tim Whitacre says the Central Committee usually endorses when he wants neutrality. He says he is not being paid by anyone for BOE. He says Harkey is more conservative than Wyland. Whitacre says Harkey’s an OC resident, unlike Wyland. Whitacre notes Harkey is a lifelong Republican. Whitacre believes San Diego GOP Central Committee will probably endorse Wyland. Whitacre says Harkey’s the best qualified.

(8:28 PM): Mark Bucher says neither should be endorsed. He is very concerned that both have taken union money. Bucher says money is taken from members coercively and spent against their beliefs. Bucher says union money is corrupting. Bucher points to what public safety unions have tried to do to Jim Righeimer in Costa Mesa. Bucher says the OCGOP should not abandon the no-union pledge by endorsing one of them.

(8:30 PM): Tony Beall urges the Central Committee to take a leadership role to influence the electorate. Beall says he’s been Mayor of Rancho Santa Margarita, which is represented by both Harkey and Wyland. He says Harkey is regularly in his city, and he’s never met Wyland. Beall acknowledges that Wyland has assisted California campaigns but not OC campaigns. He says Harkey has helped OC campaigns.

(8:33 PM): Deborah Pauly says this is not about Harkey or Wyland: it’s about process. (She does note Wyland has spent 20 years dealing with the BOE as a businessman.) Pauly says the grassroots is sick of the party jamming decisions down the voters’ throats. Pauly points out that this is a five-county race; if different counties endorse differently, it could be used by the Democrats against whichever Republican advances to November. She says she originally supported waiting until after filing closes, but after listening to the debate, she thinks the Central Committee should wait until the voters have decided in the Primary Election.

(8:37 PM): Robert Hammond asks if the Central Committee is allowed to endorse candidates who violated the no-union pledge.

Baugh says it would violate a 2010 resolution but not the bylaws.

(8:39 PM): The voice vote is unclear. Baugh calls for a standing vote. It requires 2/3 of those present and voting to endorse (i.e. abstentions simply lower the vote threshold required to endorse).

(8:41 PM): The vote count is underway.

(8:42 PM): The vote is 35 for Harkey (32 were need to endorse).

HARKEY ENDORSED

Posted in Anaheim, Board of Equalization, Orange County District Attorney's Office, Orange County Treasurer-Tax Collector, Republican Central Committee | Tagged: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 4 Comments »

Breaking News: Eric Woolery Unanimously Appointed Orange City Treasurer

Posted by Chris Nguyen on September 24, 2013

After the passing of Orange City Treasurer Helen Walker on July 30, the Orange City Council had 60 days to appoint a new Treasurer or call an expensive 2013 special election. The City of Orange issued a press release on August 28 announcing that applications would be accepted until September 12, giving candidates two weeks to apply for the appointment.

Today was the sole Orange City Council meeting between the close of applications and the deadline to make an appointment to avert a 2013 special election.

In a unanimous, bipartisan vote, the City Council appointed Eric Woolery to fill the Orange City Treasurer’s vacancy.

OC Political snagged the first interview with the newly-minted Treasurer.

“I’ve lived in Orange for almost 30 years. It’s a great pleasure to serve my hometown,” Woolery told us. “I’m looking forward to serving the citizens of Orange and helping the City Council be good stewards of our taxpayer dollars.”

Councilman Fred Whitaker made the motion to appoint Woolery, which was seconded by both Councilman Mike Alvarez and Mayor Pro Tem Mark Murphy, though Alvarez just slightly quicker on the second.  Mayor Tita Smith also joined in the vote for Woolery.  Councilman Denis Bilodeau was absent from the meeting.

A CPA for over 20 years, Woolery has been a resident of Orange County since he was in high school. He served as an elected member of the Orange County Board of Education from 1996-2000 and a volunteer member of the City of Orange Audit Oversight Committee from 1997-2007. Woolery has extensive private sector experience as a staff accountant at Ernst & Young, a corporate controller, owner of a private accounting firm, and CFO of a multimillion dollar company. Since 2008, Woolery has served as Deputy Director of Administration for the Riverside County District Attorney’s Office, in which he directed the DA’s financial and human resources.  As Councilman Whitaker noted: In that capacity, Woolery prepares and oversees a budget larger than that of the City of Orange.  (OC Political notes the Riverside County DA’s office has a $102 million budget, 11% larger than the City of Orange’s $92 million General Fund).

Woolery will earn $365 per month as Treasurer. He is now one of Orange County’s six elected City Treasurers (the other five are in Brea, Huntington Beach, Laguna Beach, Placentia, and San Clemente). All six City Treasurers’ terms expire in 2016.

As Republican Woolery succeeds Republican Walker, the partisan count of City Treasurers remains 3 Republicans (Woolery, Huntington Beach’s Alisa Cutchen, and Placentia’s Craig Green), 1 Democrat (Brea’s Glenn Parker), 1 Libertarian (San Clemente’s Mark Taylor), and 1 No Party Preference (Laguna Beach’s Laura Parisi).

Posted in Orange | Tagged: , , , , , , , , , , | 2 Comments »

Jan Grimes Appointed OC Auditor-Controller: We Have Vote Totals

Posted by Former Blogger Chris Emami on April 16, 2013

My iPad died earlier, right after the final update and I did not get the chance to do an official post announcing that Jan Grimes was appointed Auditor-Controller. It was fairly easy to track the vote totals since only four candidates even made it to the interview process. Following up from earlier I am posting a list of votes that each Supervisor cast yesterday for Auditor-Controller. Later tonight stay tuned for an interview with Supervisor Shawn Nelson that we will be posting in its entirety. Now onto the vote recap:

Round 1

In this opening round, each Supervisor could vote for up to two applicants to advance to the second round with an applicant needing to finish in the top two in order to advance. Here’s the breakdown:

Janet Nguyen

Eric Woolery

John Moorlach

Jan Grimes

Todd Spitzer

Jan Grimes

Shawn Nelson

George Beck
Jan Grimes

Pat Bates

Eric Woolery
Jan Grimes

Here are the results from this round:

Making The Cut

Jan Grimes (4 votes)
Eric Woolery (2 votes)

Missing The Cut

George Beck (1 vote)
James Benuzzi (0 Votes)

Round 2

In this second round, each Supervisor could vote for up to one applicant in order to give an idea of who would be the top choice. Here’s the breakdown:

Janet Nguyen

Eric Woolery

John Moorlach

Jan Grimes

Todd Spitzer

Jan Grimes

Shawn Nelson

Jan Grimes

Pat Bates

Eric Woolery

Here are the results from this round:

Jan Grimes (3 votes)
Eric Woolery (2 votes)

Final Motion

With the top vote getter being Jan Grimes, John Moorlach made a motion to appoint Jan Grimes. Todd Spitzer seconded the motion and the vote which was more of a formality at this point was as follows

Janet Nguyen- Aye
John Moorlach- Aye
Todd Spitzer- Aye
Shawn Nelson- Aye
Pat Bates- Aye

This made it a 5-0 vote on the actual appointment.

Posted in Orange County Auditor-Controller | Tagged: , , , , , , , , | 3 Comments »

Auditor-Controller Interviews: Time To Vote

Posted by Former Blogger Chris Emami on April 16, 2013

4:55 PM- We are now voting on the top two choices for the office among the four applicants.

4:57 PM- Jan Grimes and Eric Woolery appear to have advanced to the final round but it is not looking good for Eric Woolery.

4:58 PM- We are now voting for the top candidate with the previous total being Beck with 1 vote, Woolery with 2 votes, and Grimes with 4 votes.

5:00 PM- Janet Nguyen is advocating for Woolery but states that she will work with Jan Grimes if necessary.

5:02 PM- Spitzer is talking about his vote as one that is to create an open seat since he is certain that Grimes will not run for re-election.

5:05 PM- Pat Bates feels that Woolery is the best choice for the job based on his experience and wants to back somebody that will run for it.

5:07 PM- Jan Grimes is appointed by a vote of 3-2.

5:10 PM- Check that. The paper ballots were 3-2. The appointment of Jan Grimes was a 5-0 vote.

5:24 PM- We are now adjourned and I am calling it a day. Now interview will be available because all of the applicants are gone and are not accessible for any interviews.

Posted in Orange County Auditor-Controller | Tagged: , , , , , , , , | 2 Comments »

Auditor-Controller Interviews: Eric Woolery

Posted by Former Blogger Chris Emami on April 16, 2013

2:18 PM- I skipped making a Starbucks run to get here on time for the 1:30 meeting and we are still awaiting the return of the Supervisors. As soon as we get rolling I will have the updates for our first interview right here.

2:36 PM- The Supervisors are now back in the room and ready to start interviewing the four remaining applicants, starting with Eric Woolery.

3:13 PM- Eric Woolery is now in the room after another delay.

3:15 PM- in his introduction Woolery spoke about his great pleasure to be considered for the position. He talked about his ability to bring his experience in the public sector and private sector to the table. While working in his current job with the Riverside County DA’s office and weathering a storm of 26 million dollars in state cuts without cutting jobs.

3:21 PM- he wrapped up his introduction with a lot of talk about creating an open line of communication.

3:22 PM- on a question about realignment from Supervisor Spitzer , Woolery explained that realignment applies not just to prisons but social services. He talked about working with the Supervisors to help them if they fight against prison realignment by providing any needed financial analysis.

3:25 PM- on a follow up question Woolery stated that if he is appointed he will run. If not appointed he will defer to the will of the Supervisors.

3:26 PM- On two questions from Supervisor Nguyen, he talked about looking into the revenue stream and making sure that all money is accounted for. On a technology question, he discussed a technology update currently taking place in Riverside and the financial analysis he has provided on the new technology.

3:29 PM- On a question from Supervisor Nelson, Woolery talked about his experience as an external auditor when he worked in the private sector. In Riverside he is the contact person in Riverside for the external audits. In terms of administration on a follow up question he talked about other experience that he has in the field of finance.

3:30 PM- Supervisor Bates asked about experience with property tax management systems. He stated that he has none and on a follow up answer he talked about the internal audit function that no longer exists in OC.

3:33 PM- On a character question from Supervisor Nelson, Woolery talked about issues that existed when the previous Riverside DA Rod Pacheco left office. He talks about heat that he took because he called the office out on being fast and loose with the money.

3:35 PM- The Moorlach questions went by and were the same as before. Woolery is not receiving a public pension, has a degree from Cal State Fullerton, has not been investigated or involved in any lawsuits. He has run for County Board of Education and County Board of Supervisors.

3:38 PM- In closing, he talked about this being his dream job.

Posted in Orange County Auditor-Controller | Tagged: | Leave a Comment »

OC Auditor-Controller Resumes, Schedules, and Details

Posted by Former Blogger Chris Emami on April 11, 2013

We are now moving on to the last few days prior to the appointment of a new Orange County Auditor-Controller. Ironically I learned an interesting tidbit of information while I was sitting at the Orange County Registrar of Voters this week about a candidate who was not initially  planning on running for this position. First off, we learned that two applicants Alexander Yu and Nick Pham have withdrawn their applications and thus will not be taking place in an interview. The one thing that strikes me on this office is that we have no political insiders that currently are involved in this process which is a great thing in my opinion.

330px-Seal_of_Orange_County,_California_svg
I have had plenty of time this morning to learn more than I ever wanted to know about the office of the Orange County Auditor-Controller thanks to jury duty. I actually reviewed financials for the office in order to get a picture of what the new person in charge will face upon taking office.

We list the candidates in alphabetical order since I did not see a schedule of interviews posted up on the Orange County Board of Supervisors website. All we know for certain is that interviews will start at :30 and unless I am sitting in a jury box I will be live blogging it.

Here we go:

George Beck- George Beck seems like a nice enough guy who has experience working for the Los Angeles Unified School District. His resume was a bit odd because I did not understand the timing of his jobs held within LAUSD. It might be because he put the years wrong on his resume but it appears he has taken a demotion in 2012 from LAUSD Deputy Branch Director (Finance) to the new designation of Team Member. This is LAUSD we are talking about, so it is possible that they did some kind of organizational realignment that changed the job titles of everybody.

Beck Resume

James Benuzzi- He has his MBA from Chapman University, the next best thing to Cal State Fullerton. I like the fact that he is a City of Orange guy and has years of experience working in the financial industry. He seems to meet the requirements necessary for the position and I have nothing to really fault or praise the guy for in his resume compared to the others.

Benuzzi Resume

Jan Grimes- She is the current acting head of the department and ironically I called her out in an earlier post for simply running as a caretaker, but it appears that she might be getting some pressure to run. While I was at the OC Registrar of Voters this week an individual came in asking questions about how to open up a committee in support of a candidate. This lady mentioned that she wanted to support Jan Grimes for OC Auditor-Controller. I don’t know what will come of this but paperwork was given to this person yesterday and I do not know what will come of this but I am less concerned about Grimes simply running and then leaving an open seat although she is still not my top choice.

Grimes Resume

Gustavo Rodriguez- I do not think he is a registered voter which surprises me that he has made it this far in the process. I also found the degree verification that he submitted with his application a bit puzzling. In terms of the resume itself he has got a pretty solid background in finance and obviously meets the qualifications (other than being a registered voter) necessary to hold this position.

Rodriguez Resume

Eric Woolery- Much like I picked my 2 favorites for Orange County Clerk-Recorder, I am going to do the same here. Eric Woolery is my personal favorite for this seat and he seems to have support from a lot of people on both sides of the aisle and of all different political factions. I do recall that he used to be a member of the Orange County Board of Education but this predates my time in OC politics. His resume appears to be very strong on the finance side and would be a solid choice for the Supervisors to make for this seat.

Woolery Resume

I don’t know what most of our readers spent this morning doing, but I had the fun task of reading the  Orange County Fiscal Year 2012-2013 Second Quarter Budget Report. Interestingly it appears that the new Auditor-controller will have some issues upon taking office. The following were two issues that stood out to me about the current status of the office.

1) Based on what I read it appears that the office of OC Auditor-Controller currently faces a $535,074 deficit for the previous fiscal year based on what I read. Remember, I m not an accountant but this is a bit bothersome for an agency that should be in the black. I will post the scanned image of this when I am done with jury duty later today.

2)This deficit comes despite being understaffed by 2.54% based on a later page in the document which I will also scan later. This was the best explanation that I originally had for the deficit, being that salaries/benefits often cause the most problems when it comes to budgeting. I hope the Supervisors ask about this in the interviews on Tuesday.

Posted in Orange County Auditor-Controller | Tagged: , , , , | Leave a Comment »

Party Affiliation of Orange County Auditor-Controller Applicants

Posted by Former Blogger Chris Emami on April 4, 2013

Now that we are done with the whirlwind that was the Orange County Clerk-Recorder procedure, it is time to move on to Orange County Auditor-Controller.

330px-Seal_of_Orange_County,_California_svg

We have already provided some coverage of the Auditor-Controller process and who was selected for an interview in a previous post. Here is the important part of the post which was initially released by the office of Supervisor Todd Spitzer in his weekly newsletter:

Here’s the list with background information on each of the interviewees:

  • George Beck, CIA, Mission Viejo
    • legacy replacement program team member, Los Angeles Unified School District
    • former director of accounting, Los Angeles County Metropolitan Transportation Authority
    • former city auditor of the City of Houston, Texas
  • James Benuzzi, CIA, Orange
    • private sector internal auditor
    • former member of the Audit Oversight Committee, City of Placentia
    • first internal audit manager of the City of Orange
  • Jan Grimes, CPA, Dana Point
    • chief deputy auditor-controller of Orange County
    • former director of central accounting operations
    • former accounting manager of environmental management agency (now OC Public Works)
  • Nick Pham, CPA, Aliso Viejo
    • private sector regional controller
    • former private sector accounting manager
  • Gustavo Rodriguez, CPA, Fullerton
    • private sector financial management consultant
    • former CFO of various private sector medical entities
  • Eric Woolery, CPA, Orange
    • Riverside County district attorney’s deputy director of administration
    • former private sector CFO
    • former member of the Orange County Board of Education
  • Alexander Yu, CPA, Ladera Ranch
    • CFO of Tri-City Healthcare District
    • former CFO of various private sector medical entities

(CFO is Chief Financial Officer, CIA is Certified Internal Auditor, and CPA is Certified Public Accountant.)

Now we move on to the party affiliation of each of these applicants in order to provide a bit more information on each person applying for the position:

George Beck- Republican
James Benuzzi- Democrat
Jan Grimes- Democrat
Nick Pham- Democrat
Gustavo Rodriguez- Not Registered
Eric Woolery- Republican
Alexander Yu- Republican

This shows quite a bit of balance with 3 Republicans, 3 Democrats, and 1 candidate not registered all advancing to the final interview with the Board of Supervisors. As soon as we get any more information on this process or any of the applicants we will post it here for our loyal readers.

Posted in Orange County Auditor-Controller, Orange County Board of Supervisors | Tagged: , , , , , , | 5 Comments »

More Info: Background Info On Auditor-Controller Candidates

Posted by Former Blogger Chris Emami on March 22, 2013

The office of Supervisor Todd Spitzer released a list of all seven candidates who will be interviewed for Auditor-Controller in their newsletter. You can read the full newsletter here.

We’ll have continuing coverage on Auditor-Controller here on OC Political in the coming days and weeks.

Here’s the list with background information on each of the interviewees:

  • George Beck, CIA, Mission Viejo
    • legacy replacement program team member, Los Angeles Unified School District
    • former director of accounting, Los Angeles County Metropolitan Transportation Authority
    • former city auditor of the City of Houston, Texas
  • James Benuzzi, CIA, Orange
    • private sector internal auditor
    • former member of the Audit Oversight Committee, City of Placentia
    • first internal audit manager of the City of Orange
  • Jan Grimes, CPA, Dana Point
    • chief deputy auditor-controller of Orange County
    • former director of central accounting operations
    • former accounting manager of environmental management agency (now OC Public Works)
  • Nick Pham, CPA, Aliso Viejo
    • private sector regional controller
    • former private sector accounting manager
  • Gustavo Rodriguez, CPA, Fullerton
    • private sector financial management consultant
    • former CFO of various private sector medical entities
  • Eric Woolery, CPA, Orange
    • Riverside County district attorney’s deputy director of administration
    • former private sector CFO
    • former member of the Orange County Board of Education
  • Alexander Yu, CPA, Ladera Ranch
    • CFO of Tri-City Healthcare District
    • former CFO of various private sector medical entities

(CFO is Chief Financial Officer, CIA is Certified Internal Auditor, and CPA is Certified Public Accountant.)

Posted in 3rd Supervisorial District, Orange, Orange County Auditor-Controller, Orange County Board of Education, Placentia | Tagged: , , , , , , , | 2 Comments »

List of 7 Auditor-Controller Finalists: Why Is Jan Grimes On The List?

Posted by Former Blogger Chris Emami on March 20, 2013

Let me first start by saying yesterdays meeting of the Orange County Board of Supervisors was quite interesting as I did not expect the list of candidates for OC Auditor Controller to be whittled down. Call me pleasantly surprised as we now have our list of 7 finalists for the position which we are posting here for our loyal readers.

George Beck
James Benuzzi
Jan Grimes
Nick Pham
Gustavo Rodriguez
Eric Woolery
Alexander Yu

I have only heard of two individuals on this list and one of them was an absolute shock to me. Jan Grimes was one of the last people who I thought would apply based on statements that I had seen from her in the OC Register. At first I thought perhaps my memory was off, but then I heard this exchange take place:

11:10 AM- John Moorlach recommended that only Jan Grimes be interviewed for the position. I am surprised since she claimed she had no interest in the position based on my recollection.

11:11 AM- Supervisor Spitzer read my mind and also brings up the concern he has with somebody choosing to not finish their term if they get appointed. He is concerned about a candidate being really interested in the position instead of a caretaker.

11:13 AM- Janet Nguyen brings up the fact that Jan Grimes made the statement that she does not want to be elected in 2014 which is why she was not originally appointed.

11:14 AM- We might hear from Jan Grimes as she is in the room. It is up to her according to Supervisor Nelson.

11:15 AM- Supervisor Bates agrees to the idea of interviewing multiple candidates for the position.

11:16 AM- John Moorlach is really pushing Jan Grimes for whatever reason??? He admits that she is only interested in the term ending in 2014.

11:18 AM- Moorlach is concerned that the person appointed will have an advantage in the election and supports a caretaker in order to create an open election for the seat in 2014. I am very confused by this logic???

11:20 AM- Supervisor Nelson agrees with the 3 other Supes that  the remaining 7 candidates should be interviewed.

11:21 AM- If I recall correctly John Moorlach is being a hypocrite. He was appointed to the Treasurer Tax-Collector to fill an unexpired term and then ran for it with the incumbent title.

11:22 AM- FYI I just realized I did not type the 7 names earlier but here they are: George Beck, Jim Benoozi, Jan Grimes, Nick Pham, Gustavo Rodriguez, Eric Woolery, and Alexander Yoo.

11:25 AM- Supervisors Spitzer and Nguyen bring up examples of candidates claiming that they will or will not run and then changing their mind when the time comes to file for office. It is clear that they are both opposed to having a caretaker in the office.

11:26 AM- The item passes 4-1 with Moorlach dissenting to interview the 7 candidates mentioned above.

I decided to spend my late evening researching Jan Grimes after I recalled reading about her having no interest in the position and Supervisor Nguyen & Spitzer confirming my recollection. Here are a few articles that relate to the Auditor-Controller position:

1) The first article that I ran across was from the Voice of OC which discusses the possibility of making the position an appointed one. In order to give background on the article it was written after Deputy Auditor-Controller Shaun Skelly retired. The telling sentence from the article is as follows,

“Now Jan Grimes, whom Skelly appointed as interim auditor-controller, has told supervisors she doesn’t want the job either”

2) Another article that I ran across was a Total Buzz article written by OC Register reporter Andrew Galvin. This article talked about all three positions that the County was taking applications for at the time. He also makes mention of Jan Grimes no longer being in the OC Auditor-Controller hunt.

“Moorlach had planned to propose confirming Jan Grimes, a long-time county employee who has been serving as interim auditor-controller, in that role at next week’s board meeting. Now, that won’t happen.

Grimes has told the board she doesn’t want to take on the role of an elected official, preferring to remain a county employee.

Moorlach said he’s encouraged Grimes to apply for the post and thinks she’ll be the top candidate. Whether she can continue to run the department without becoming the incumbent is being researched by County Counsel Nick Chrisos. Taking over the elected post would mean she’d stop accruing annual leave and sick time and have to cash out what time she has, said Steve Danley, the county’s human resources director.”

I am going to dig a lot deeper on this one but something is really odd about this situation. The argument of having somebody try to gain the appointment as a caretaker for a year and then allow a bloody election for an open seat makes no sense whatsoever. This for whatever reason really bothers me that she didn’t want the position and now is very interested in the appointment (although I have yet to actually hear from her). The one thing that she has got going for her is that she is not a career politician which would bother me far more. We will have to wait and see what happens but I would like to learn a whole lot more about the other applicants left standing and would be far more encouraged by one of them being selected.

As soon as more information becomes available (I am constantly checking for a press release on this) on the final 7 applicants I will be reporting on it for our readers.

Posted in Orange County, Orange County Auditor-Controller | Tagged: , , , , , , , | 5 Comments »