LORETTA E. WHITEHEAD   

                                                   IJOA Secretary/Treasurer

POSITION:  Office Manager

EDUCATION:

High School graduate - 1966

SPECIAL CAPABILITIES:

COMPUTER HARDWARE: IBM compatible minicomputers, COMPAQ Presario 1410, Zenith Z-248, HP Ink Jet 500 Printer, Panasonic KX-P4410 LaserPartner Printer, HP Laserjet Printer III, HP Laserjet Printer II, HP Laserjet Plus Printer, ActionLaser 1100 Printer, Panasonic KX-P1123 Printer, Macintosh IIsi          COMPUTER SOFTWARE: Microsoft Word 7.0, Microsoft Word 6.0, Microsoft Word 5.0, Excel 7.0, Excel 5.0, Microsoft Project 4.0, Deltek Accounting, WordPerfect 6.0a, WordPerfect 5.1, Quicken 6.0         TELEPHONE SYSTEMS: Various telephone systems including Ultracom CX Multibutton Key Telephone System         OFFICE MACHINES: IBM Wheelwriter 3 typewriter, IBM Selectric typewriter; Lanier 6630 photocopier, Toshiba 7720 photocopier, Xerox photocopiers (various models); Various Fax Models including HP Fax 200; Pitney Bowes Meters (variety) EXPERIENCE SUMMARY:

IJOA June 1998 to Present

Office Manager: Provides support for IJOA staff. Oversees contract files; collect and report hours from timesheets; perform accounts payable and account receivable duties. OAO, Inc. June 1997 to June 1998 System Administrator: Provided support for Contract Client Representative for NIH CIO-SP Contract at the Air Force Medical Operations Agency-Surgeon General Office (AFMOA-SGOI) at Brooks AFB, TX. Duties included: tracking project goals and deliverables, monitoring contract expenditures, processing documentation for contract purchases, processing vendor invoices, processing OAO invoices, maintaining contract files, arranging meetings, and interacting between OAO employees on-site and the OAO corporate office. Metrica, Inc. October 1996 to June 1997 Contract Specialist 1: Under the direction of the Contracts Administrator, engaged in the development and fulfillment of the company’s contract requirements. Analyzed assigned contracts and set up accounts in the Deltek accounting system. Monitored contract expenditures, checked for allowability of costs, prepared billings and revenue accounts, facilitated technical reporting, and contract funds status reporting. Assisted in preparation of contract and delivery order modifications and ongoing task and delivery orders and prepared appropriate subcontract and consultant agreements. Additionally, performed duties of the Facility Security Officer (FSO) including maintaining files on present and terminated employee clearances, reviews and forwarded new applications to the Defense Investigative Service (DISCO), and interacted with Defense Investigative Services as needed. Metrica, Inc. November 1995 to September 1996 Senior Word Processor: Responsible for word processing for technical proposals/SBIRs/SOQs prepared in San Antonio as well as other reports and correspondence. Also responsible for maintaining contract files/archived contract files, old proposal files, and the Proposal Library. Other duties included photocopying and distributing faxes; assisted with travel arrangements/processed Expense Reimbursement Reports and Trip Reports; tracked and forwarded corporate correspondence; and oversaw the distribution of incoming and outgoing overnight packages. Additionally, appointed as the Facility Security Officer (FSO) for the corporate office which included interacting with the National Industrial Security Program (NISP) representative and assisting employees with Personnel Clearances. Other duties included providing security education to Metrica employees and performing Self Inspections per the guidelines in the National Industrial Security Program Operating Manual (NISPOM). Research Analysis and Maintenance, Inc. May 1995 to August 1995 Administrative Assistant: Responsible for personnel administration, human resources, and benefits. Served as an administrative assistant to the Project Manager. Responsible for reception, switchboard, timekeeping, invoicing, procuring and maintaining office supplies and equipment, maintaining office records, making travel arrangements and preparing travel reports, and preparing reports as required by Project Manager. Also processed forms for new hires and current employees, scheduled applicant interviews, and explained benefits packages to applicants. Provided facilities orientation for new employees as well as proper timekeeping procedures. Conducted and processed exit interviews. Southwest Resource Development, Inc. June 1994 to April 1995 Administrative Specialist: Provided administrative assistance for the Team Leader and Data Management Librarian. Responsibilities included preparation of correspondence including transmittal letters for contractual deliverables, assistance with recording packages received and distribution of overnight packages for the client's Team Chiefs, photocopying of documents, filing in contract binders, and preparation of new contract binders. Metrica, Inc. February 1989 to April 1994 Administrative Assistant/Contracts Administrator: Provided daily administrative assistance to the Vice President of the Western Operations. Also provided support for the Chairman of the Board/Chief Executive Officer and the President/Chief Operating Officer. Responsibilities included overseeing the daily operations of the office, interoffice support for the above officers of Metrica, and the daily operation of clerical staff. These responsibilities included assisting Government clients with requests; interacting with the staff in the Accounting Department, Marketing Department, and Contracts Department as well as all Metrica offices.

Other responsibilities included preparing correspondence and copies of modifications/amendments for the Small Business Administration; controlled access to contract case files and acted as the focal point for contracts for Metrica managers; oversaw issuance of Purchase Orders from the preparation of the Requisition, the Purchase Order itself, as well as the completion of the Receiving Report.

Other duties performed were:

• assisted with the preparation of proposals, Statement of Qualifications, and Corporate Capabilities,

• reviewed deliverables for contracts before forwarding to clients,

• reviewed financial reports such as DD250s for clients before forwarding to the Government client,

• oversaw the preparation of R&D and Performance and Cost reports for Metrica's contracts,

• acquired estimates for the printing of letterhead, business cards, brochures, etc.,

• made travel arrangements for employees,

• processed Travel Advances and Expense Reimbursement Vouchers,

• interacted with vendors and maintained vendor files,

• ordered contract related supplies as well as office supplies,

• supervised the receptionist position, and

• providing back up for the Human Resources Director when on annual leave or ill.

 Word Processing Specialist: Provided word processing support for all Metrica staff. Assisted in the preparation of all local technical proposals as well as technical reports which needed to conform to various standards such as MIL-STD-847A/MIL-STD-847B, APA Style Manual, and GPO Style Manual. The Texas MAXIMA Corporation September 1984 to January 1989 Administrative Assistant/Secretary/Word Processing Specialist: Provided administrative, secretarial, and word processing support for all of the Texas MAXIMA Corporation staff including the division manager, program manager, and the project manager. Performed as the focal point for the preparation of all local technical proposals as well as technical reports which had to conform to various standards such as MIL-STD-847A/MIL-STD-847B, APA Style Manual, and GPO Style Manual. Also responsible for various administrative functions which supported corporate reporting requirements such as budget tracking, time card and expense report management, requisition forms, purchase orders with vendors, monthly management reports, job cost reports, petty cash reports, and personnel matters.

Receptionist/Secretary: Served as receptionist/secretary for The Texas MAXIMA Corporation. Receptionist duties included answering and transferring telephone calls, taking messages, greeting visitors, and dealing with vendors. Other responsibilities entailed preparing photocopies of documents, collating, typing correspondence by utilizing word processing skills, proofing and correcting text, filing, ordering supplies, making travel arrangements, preparing various reports including a petty cash report, providing mailroom functions which included collecting incoming mail, sorting and distributing mail, preparing and dispatching outgoing mail, and preparing and dispatching Federal Express packages.

This position also required supervision of time cards and expense reports which included collection from all employees at the correct time as well as maintaining a file of all time cards and expense reports for any reviews necessary by task leaders or the program manager. Performed personnel office duties for local staff.

 Bankers Life and Casualty November 1983 to July 1984 Permanent Part-Time Secretary: Served as the assistant to the Regional Secretary.  Responsibilities included typing correspondence, taking reports from five branch offices over the phone, reviewing telephone logs, performing mail functions, filing, updating manuals, answering telephones, greeting visitors, maintaining petty cash and checking account as well as ordering necessary office supplies.  Served as temporary replacement for local Branch Secretaries in their absence.  This required learning the duties and responsibilities of both Branch Secretaries as well as the Regional Secretary. Word Perfect Company March 1983 to September 1983 Word Processing Specialist: Advanced from assisting in text entry to assuming overall responsibility for entire word processing projects.  Projects ranged from entering manuscripts to producing final reports of legal proceedings.  This required tracking of related documents residing on over twenty diskettes.  Responsibilities included organizing confidential source documents and information as well as initial entry, proof-reading, and correction of text.  In addition, maintained records of client disbursements and produced reports on letter quality or dot matrix printers, as appropriate. Gen Aero, Inc. June 1978 to March 1983 Sales Department Secretary: Served as secretary/receptionist for the Sales Department.  Greeted clients, answered telephone lines for all sales personnel, took phone messages, made all travel arrangements for sales staff, typed all correspondence, reports and invoices, ordered office supplies and furniture, maintained files including aircraft product-line brochures, department files for the sales manager as well as for the sales staff.  This position provided direct support for the Vice-President and General Manager. SECURITY CLEARANCE: None

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