executive committee agenda · 4/17/2020 · agenda item #3 agenda item summary title: review and...

** Indicates possible voting item and open for public comment

EXECUTIVE COMMITTEE AGENDA

Date: Friday, April 17, 2020 Time: 8:00 A.M. Place: CareerSource Research Coast

584 NW University Blvd., Suite 100 Port St. Lucie, Florida 34986 866-482-4473 ext. 421

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1. Welcome & Attendance

2. Declarations of Conflict of Interest

** 3. Review and Approve January and February Financial Reports

**

**

**

**

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4.

5.

6.

7. 8.

Review and Approve Updated Supplemental Nutrition Assistance Program (SNAP) Requirements Policy Review and Approve Updated Supplemental Nutrition Assistance Program (SNAP) Sanction Policy Review and Approve Workforce Innovation and Opportunity Act (WIOA) Priority of Adult Funds / aka Priority of Service Policy Review and Approve CSRC Extension to Provide Direct Services Review and Approve the 4th Quarter LTOL

INFORMATION ITEMS:

9. 10. 11.

THMP Monitoring Report COVID-19/Office Closure Update

CSRC Services Update a. Reemployment b. Virtual Services

D Discussion:

• Incoming Board Chair-Signature Requirement for CSRC Checking Accounts

Other Business

12. Set Agenda Items for Next Meeting – May 15, 2020

13. Set Agenda Items for Board of Directors Meeting – May 27, 2020

14. Adjournment

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AGENDA ITEM #2

AGENDA ITEM SUMMARY

TITLE: Declarations of Conflict of Interest POLICY/PLAN/LAW: Public Law 105-220 ACTION: Information Only BACKGROUND: In the event that a conflict of interest arises due to business or

employment interests of associates or close family members, a Workforce Development Board member would be required to reveal that conflict, to refrain from voting on the issue and to file a memorandum of voting conflict (Commission Form 8B).

SUPPORTING MATERIALS: Conflict of Interest Statement Form 8B – Memorandum of Voting Conflict

CONTACT: Brian Bauer, President/CEO [email protected] 866-482-4473 ext. 418

WHO MUST FILE FORM 8B

This form is for use by any person serving at the county, city, or other local level of government on an

appointed or elected board, council, commission, authority, or committee. It applies equally to members of

advisory and non-advisory bodies who are presented with a voting conflict of interest under Section

112.3143, Florida Statutes.

Your responsibilities under the law when faced with voting on a measure in which you have a conflict of

interest will vary greatly depending on whether you hold an elective or appointive position. For this reason,

please pay close attention to the instructions on this form before completing the reverse side and filing the

form.

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mailto:[email protected]

FORM 8B MEMORANDUM OF VOTING CONFLICT FOR COUNTY, MUNICIPAL, AND OTHER LOCAL PUBLIC OFFICERS

LAST NAME—FIRST NAME—MIDDLE NAME NAME OF BOARD, COUNCIL, COMMISSION, AUTHORITY, OR COMMITTEE

MAILING ADDRESS THE BOARD, COUNCIL, COMMISSION, AUTHORITY OR COMMITTEE ON WHICH I SERVE IS A UNIT OF:

CITY COUNTY OTHER LOCAL AGENCY CITY COUNTY

NAME OF POLITICAL SUBDIVISION:

DATE ON WHICH VOTE OCCURRED MY POSITION IS:

ELECTIVE APPOINTIVE

WHO MUST FILE FORM 8B

This form is for use by any person serving at the county, city, or other local level of government on an appointed or elected

board, council, commission, authority, or committee. It applies equally to members of advisory and non-advisory bodies who

are presented with a voting conflict of interest under Section 112.3143, Florida Statutes.

Your responsibilities under the law when faced with voting on a measure in which you have a conflict of interest will vary greatly

depending on whether you hold an elective or appointive position. For this reason, please pay close attention to the

instructions on this form before completing the reverse side and filing the form.

INSTRUCTIONS FOR COMPLIANCE WITH SECTION 112.3143, FLORIDA STATUTES

A person holding elective or appointive county, municipal, or other local public office MUST ABSTAIN from voting on a measure which inures to his or her special private gain or loss. Each elected or appointed local officer also is prohibited from knowingly voting on a mea – sure which inures to the special gain or loss of a principal (other than a government agency) by whom he or she is retained (including the parent organization or subsidiary of a corporate principal by which he or she is retained); to the special private gain or loss of a relative; or to the special private gain or loss of a business associate. Commissioners of community redevelopment agencies under Sec. 163.356 or 163.357, F.S., and officers of independent special tax districts elected on a one-acre, one-vote basis are not prohibited from voting in that capacity. For purposes of this law, a “relative” includes only the officer’s father, mother, son, daughter, husband, wife, brother, sister, father-in-law, mother-in-law, son-in-law, and daughter-in-law. A “business associate” means any person or entity engaged in or carrying on a business enterprise with the officer as a partner, joint venture, co-owner of property, or corporate shareholder (where the shares of the corporation are not listed on any national or regional stock exchange). * * * * * * * * * * * * * * * *

ELECTED OFFICERS: In addition to abstaining from voting in the situations described above, you must disclose the conflict: PRIOR TO THE VOTE BEING TAKEN by publicly stating to the assembly the nature of your interest in the measure on which you are abstaining from voting; and WITHIN 15 DAYS AFTER THE VOTE OCCURS by completing and filing this form with the person responsible for recording the minutes of the meeting, who should incorporate the form in the minutes. * * * * * * * * * * * * * * * *

APPOINTED OFFICERS: Although you must abstain from voting in the situations described above, you otherwise may participate in these matters. However, you must disclose the nature of the conflict before making any attempt to influence the decision, whether orally or in writing and whether made by you or at your direction. IF YOU INTEND TO MAKE ANY ATTEMPT TO INFLUENCE THE DECISION PRIOR TO THE MEETING AT WHICH THE VOTE WILL BE TAKEN: • You must complete and file this form (before making any attempt to influence the decision) with the person responsible for recording the minutes of the meeting, who will incorporate the form in the minutes. (Continued on other side)

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APPOINTED OFFICERS (continued) • A copy of the form must be provided immediately to the other members of the agency. • The form must be read publicly at the next meeting after the form is filed. IF YOU MAKE NO ATTEMPT TO INFLUENCE THE DECISION EXCEPT BY DISCUSSION AT THE MEETING: • You must disclose orally the nature of your conflict in the measure before participating. • You must complete the form and file it within 15 days after the vote occurs with the person responsible for recording the m inutes of the meeting, who must incorporate the form in the minutes. A copy of the form must be provided immediately to the other members of the agency, and the form must be read publicly at the next meeting after the form is filed.

DISCLOSURE OF LOCAL OFFICER’S INTEREST

I, _________________________________________, hereby disclose that on ____________________________________, 20 _____:

A measure came or will come before my agency which (check one)

___ inured to my special private gain or loss; ___ inured to the special gain or loss of my business associate, ________________________________________________________; ___ inured to the special gain or loss of my relative, _________________________________________________________________; ___ inured to the special gain or loss of_________________________________________________________________________, by whom I am retained; or ___ inured to the special gain or loss of ______________________________________________________________________, which is the parent organization or subsidiary of a principal which has retained me. (b) The measure before my agency and the nature of my conflicting interest in the measure is as follows: ___________________________________________________ _______________________________________________ Date Filed Signature

NOTICE: UNDER PROVISIONS OF FLORIDA STATUTES §112.317, A FAILURE TO MAKE ANY REQUIRED DISCLOSURE CONSTITUTES GROUNDS FOR AND MAY BE PUNISHED BY ONE OR MORE OF THE FOLLOWING: IMPEACHMENT, REMOVAL OR SUSPENSION FROM OFFICE OR EMPLOYMENT, DEMOTION, REDUCTION IN SALARY, REPRIMAND, OR A CIVIL PENALTY NOT TO EXCEED $10,000.

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AGENDA ITEM #3

AGENDA ITEM SUMMARY

TITLE: Review and Approve Financial Report(s) STRATEGIC GOAL: Optimal Use of Resources POLICY/PLAN/LAW: Workforce Innovation & Opportunity Act: Role of LWDB’s ACTION REQUESTED: Review and Approve January and February Financial Reports BACKGROUND: The Board approved the budget for 2019 – 2020 Program Year.

The Executive Committee regularly reviews budgets, all amendments to the budget and monthly expenditures.

STAFF RECOMMENDATION: Review and Approve January and February Financial Reports SUPPORTING MATERIALS: January and February Monthly Financial Reports BOARD STAFF: Lisa Delligatti, Chief Financial Officer

[email protected] 866-482-4473 ext. 430

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LWDB 20

Summary of Funding and Expenditures

As of January 31, 2020

PY 19-20 Allocations 1,316,645$ 1,037,570$ 1,184,428$ 945,647$ 23,730$ 135,621$ 777,010$ 63,030$ 154,211$ 204,502$ 24,240$ 20,833$ 133,347$ 16,369$ 8,433$

PY 19-20 Supplemental -$ 316,010$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Unrestricted Funds Earned this year -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Additional Funds -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Retained by DEO for Merit Salaries -$ -$ -$ -$ -$ -$ (350,515)$ (19,539)$ (98,255)$ (132,039)$ -$ -$ -$ -$ -$

Carryforward to PY 20-21 -$ (431,074)$ (384,030)$ -$ (5,933)$ (33,905)$ (75,724)$ -$ (15,941)$ (18,637)$ -$ -$ -$ -$ -$

Carryforward from PY 18-19 -$ 202,045$ 413,517$ -$ 6,170$ 42,232$ 157,410$ 22,918$ 14,771$ 18,119$ -$ -$ -$ -$ -$

TOTAL -$ 1,316,645$ 1,124,551$ 1,213,915$ 945,647$ 23,968$ 143,948$ 508,182$ 66,409$ 54,786$ 71,945$ 24,240$ 20,833$ 133,347$ 16,369$ 8,433$

FUNDING DRAWN DOWN YTD INDIRECT ADULT DW YOUTH WTP RA (UC) SNAP WP TAA LVER DVOP Emerg

Initiatives

Emerg

Initiatives

Found Skills

Supp WIOA

State

PY 17-18 WIOA

PI

PY 17-18 WP

PI

PY 19-20 Allocations 833,323$ 31,878$ 177,390$ 669,412$ -$ 37,273$ 255,062$ 15,388$ 14,125$ 15,575$ 24,240$ -$ 116,674$ 590$ -$

PY 19-20 Supplemental -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Retained by DEO for Merit Salaries -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$


Additional funds & Carryforward to PY 20-21 -$ -$ -$ -$ -$ -$ -$ 14,009$ -$ -$ -$ -$ -$ -$

Carryforward from PY 18-19 -$ 202,045$ 413,517$ -$ 6,170$ 42,232$ 157,410$ -$ 14,771$ 18,119$ -$ -$ -$ -$ -$

TOTAL 833,323$ 233,923$ 590,906$ 669,412$ 6,170$ 79,505$ 412,472$ 29,397$ 28,896$ 33,694$ 24,240$ -$ 116,674$ 590$ -$

% of Total Budgeted Funding Received 63.29% 20.80% 48.68% 70.79% 25.74% 55.23% 81.17% 44.27% 52.74% 46.83% 100.00% 0.00% 87.50% 3.60% 0.00%

EXPENDITURES

Administrative 52,223$ 89,689$ 4,761$ 14,170$ 56,098$ 241$ 8,935$ 18,351$ 3,032$ 1,980$ 1,641$ -$ -$ 6,600$ 659$ -$

Salaries and Benefits 219,533$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

General and Administrative 114,926$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Allocated Indirect Costs (282,237)$ 155,736$ 4,761$ 14,170$ 56,098$ 472$ 8,935$ 5,447$ 3,032$ 2,039$ 1,641$ -$ -$ -$ -$ -$

Reclassification (66,047)$ -$ -$ -$ (231)$ -$ 12,904$ -$ (59)$ -$ -$ -$ 6,600$ 659$ -$

Travel -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Program Training 25,009$ 845,644$ 45,357$ 616,609$ 545,623$ 7,623$ 87,683$ 249,166$ 26,590$ 27,505$ 25,783$ 24,240$ -$ 60,074$ 95$ -$

WIA Youth Contracts -$ -$ 477,248$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Salaries and Benefits 125,023$ 711,855$ 25,778$ 43,793$ 341,091$ -$ 47,366$ 28,029$ 477$ 3,872$ 2,463$ -$ -$ -$ -$ -$

Contract Labor 3,771$ 6,908$ 243$ -$ 25,657$ -$ 9,365$ 138$ 6$ 41$ 32$ -$ -$ -$ -$ -$

Internship -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Incentives/Stipends -$ -$ -$ 4,350$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Support Services/ Participants 12,707$ -$ -$ 6,455$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Training-TAA -$ -$ -$ -$ -$ -$ -$ 23,475$ -$ -$ -$ -$ -$ -$ -$

Training-ITA/OST 286,276$ 5,965$ -$ 15$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Training-OJT 74,488$ 882$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Training-Cust./Employed Worker 7,000$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

WEX/ Internships/ Participant Wages -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Travel 5,731$ 7,835$ 282$ 1,027$ 5,363$ -$ 841$ 1,530$ 4$ 1,809$ 299$ -$ -$ -$ -$ -$

One Stop Shared Costs 155,300$ 5,531$ 9,455$ 88,909$ 9,085$ 14,621$ 43,940$ (14)$ 18,497$ 16,788$ -$ -$ -$ -$ -$

Other Operating Expenses 23,294$ 103,621$ 4,387$ 76,278$ 47,268$ -$ 11,148$ 10,152$ 1,146$ 5,337$ 5,405$ 24,240$ -$ -$ -$ -$

Allocated Program Indirect (132,810)$ 72,692$ 2,290$ 6,787$ 26,515$ 233$ 4,343$ 2,565$ 1,497$ 981$ 796$ -$ -$ -$ -$ -$

Reclassification (593,038)$ -$ 2,022$ -$ (1,696)$ -$ 162,813$ -$ (3,032)$ -$ -$ -$ 60,074$ 95$ -$

Total Expenditures 77,232$ 935,333$ 50,118$ 630,779$ 601,721$ 7,863$ 96,619$ 267,517$ 29,622$ 29,485$ 27,423$ 24,240$ -$ 66,674$ 754$ -$

Funding Over/(under) expenditures (77,232)$ (102,010)$ 183,805$ (39,873)$ 67,691$ (1,693)$ (17,114)$ 144,955$ (225)$ (590)$ 6,271$ -$ -$ 50,000$ (164)$ -$

YTD % of Budgeted Funds Expended 71.04% 4.46% 51.96% 63.63% 32.81% 67.12% 52.64% 44.60% 53.82% 38.12% 100.00% 0.00% 50.00% 4.61% 0.00%

Comments

PY 19-20 TOTAL AVAILABLE FUNDING

Emerging

Initiatives

2017

State Level

WIOA

Supplemental

LVERPY 17-18 WP

PIDVOPTAAYOUTHADULT WTPINDIRECT WPRA (UC) SNAPDW

Emerging

Initiatives -

Foundational

Skills

PY 17-18 WIOA

PI

S:\WDAcct\Financial Statements\PY 19-20\January 2020\1-31-20 January 2020 Financial Report6 of 54

LWDB 20


As of January 31, 2020

PY 19-20 Allocations

PY 19-20 Supplemental

Unrestricted Funds Earned this year

Additional Funds

Retained by DEO for Merit Salaries

Carryforward to PY 20-21

Carryforward from PY 18-19

TOTAL

FUNDING DRAWN DOWN YTD





Additional funds & Carryforward to PY 20-21


TOTAL

% of Total Budgeted Funding Received

EXPENDITURES

Administrative

Salaries and Benefits

General and Administrative

Allocated Indirect Costs

Reclassification

Travel

Program Training

WIA Youth Contracts


Contract Labor

Internship

Incentives/Stipends

Support Services/ Participants

Training-TAA

Training-ITA/OST

Training-OJT

Training-Cust./Employed Worker

WEX/ Internships/ Participant Wages

Travel

One Stop Shared Costs

Other Operating Expenses

Allocated Program Indirect

Reclassification

Total Expenditures

Funding Over/(under) expenditures

YTD % of Budgeted Funds Expended

Comments


-$ -$ -$ -$ 150,000$ -$ -$ -$ -$ 6,195,616$

-$ -$ -$ -$ -$ -$ -$ -$ 316,010$

-$ -$ -$ -$ -$ -$ -$ -$ 54,240$ 54,240$

-$ -$ -$ -$ -$ 220,815$ -$ 55,000$ 310,000$ 585,815$

-$ -$ -$ -$ -$ -$ -$ -$ (600,347)$

-$ -$ -$ -$ -$ -$ -$ (5,635)$ (970,879)$

480,648$ 97,386$ 99,746$ 248,114$ 409,482$ -$ -$ 154,628$ -$ 2,367,186$

480,648$ 97,386$ 99,746$ 248,114$ 409,482$ 150,000$ 220,815$ 154,628$ 49,365$ 310,000$ 54,240$ -$ 7,947,641$

FY 16-17 PI

WIOA Manufacturing

Bootcamp

CNC

Apprenticeship

CVS Pharmacy

Technician SSI Appren

Roof Truss

Apprenticeship Youth Build FATES Youth SOS MC SOS Youth OTHER Non NFA

PY 19-20 Actual PY 19-20 Budget VARIANCE

%

Expended

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 2,190,928$ 6,195,616$ 4,004,688$ 35.363%

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 316,010$ 316,010$ 0.000%

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ (600,347)$ (600,347)$

-$ -$ -$ -$ -$ -$ 92,489$ -$ 31,248$ -$ 53,409$ 177,146$ 54,240$ (122,906)$ 326.597%

-$ -$ -$ -$ -$ -$ -$ -$ -$ 168,988$ -$ 182,997$ (385,064)$ (568,061)$

480,702$ 9,924$ 44,746$ 11,907$ 55,000$ -$ -$ 60,569$ -$ -$ -$ 1,517,113$ 2,367,186$ 850,073$ 64.089%

480,702$ 9,924$ 44,746$ 11,907$ 55,000$ -$ 92,489$ 60,569$ 31,248$ 168,988$ 53,409$ 4,068,184$ 7,947,641$ 3,879,457$ 51.187%

100.01% 10.19% 44.86% 4.80% 13.43% 0.00% 41.89% 39.17% 63.30% 54.51% 98.47%

PY 19-20 Actual PY 19-20 Budget

BUDGET

VARIANCE

Under/(Over)

%

Expended

58,254$ 105$ 4,381$ 398$ 4,237$ 34,591$ 3,204$ 5,000$ 767$ 2,669$ 3,557$ 375,541$ 620,423$ 244,881$ 60.53%

6,491$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 226,024$ 369,788$ 143,763$ 61.12%

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 114,926$ 251,081$ 136,155$ 45.77%

5,425$ 105$ 4,381$ 398$ 4,237$ 34,591$ 3,204$ 5,000$ 931$ 2,669$ 3,557$ 34,591$ 134,728$ 100,137$ 25.67%

46,337$ -$ -$ -$ -$ -$ -$ -$ (164)$ -$ -$ 0$ -$ 0$

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

422,395$ 1,053$ 38,956$ 3,731$ 39,026$ 331,628$ 56,643$ 42,633$ 30,481$ 169,005$ 38,109$ 3,760,661$ 7,327,219$ 3,566,558$ 51.3%

-$ -$ -$ -$ -$ -$ 54,297$ -$ -$ -$ 531,544$ 1,200,000$ 668,456$ 44.3%

2,705$ 798$ 22,506$ 2,965$ 18,809$ 88,706$ 166$ 5,966$ 440$ 3,705$ 16,688$ 1,493,200$ 2,887,198$ 1,393,997$ 51.7%

-$ -$ 10$ 1$ 179$ (179)$ -$ 68$ 4,066$ 16,410$ -$ 66,714$ 112,409$ 45,695$ 59.3%

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

-$ -$ -$ -$ -$ -$ -$ -$ 1,695$ -$ -$ 6,045$ 17,000$ 10,955$ 35.6%

-$ -$ -$ -$ -$ 3,850$ -$ 1,454$ -$ -$ -$ 24,466$ 79,135$ 54,669$ 30.9%

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 23,475$ 73,000$ 49,525$ 32.2%

-$ -$ -$ -$ -$ 60,000$ -$ 30,275$ -$ -$ -$ 382,532$ 556,648$ 174,117$ 68.7%

-$ -$ -$ -$ 6,146$ (6,146)$ -$ -$ -$ -$ -$ 75,370$ 430,157$ 354,787$ 17.5%

-$ -$ 8,750$ -$ -$ 22,650$ -$ -$ -$ -$ -$ 38,400$ 112,031$ 73,631$ 34.3%

-$ -$ -$ -$ -$ 120,000$ -$ -$ 22,585$ 152,938$ -$ 295,523$ 355,374$ 59,851$ 83.2%

-$ -$ 204$ 5$ 266$ (266)$ -$ 43$ 308$ 372$ 1,376$ 27,029$ 34,895$ 7,866$ 77.5%

-$ -$ 1,499$ 170$ 3,719$ (1,568)$ -$ 1,829$ -$ -$ 10,715$ 378,477$ 741,251$ 362,774$ 51.1%

33,998$ 203$ 4,173$ 406$ 7,926$ 20,676$ 597$ 690$ 1,807$ 3,627$ 7,603$ 393,981$ 624,775$ 230,794$ 63.1%

2,682$ 52$ 1,814$ 186$ 1,980$ 23,905$ 1,584$ 2,308$ 460$ 1,319$ 1,727$ 23,905$ 103,346$ -$

383,010$ -$ -$ -$ -$ -$ -$ -$ (880)$ (9,368)$ -$ 0$ -$ 0$

480,648$ 1,158$ 43,337$ 4,130$ 43,263$ 366,219$ 59,847$ 47,633$ 31,248$ 171,674$ 41,666$ 4,136,202$ 7,947,641$ 3,811,439$ 52.0%

54$ 8,766$ 1,409$ 7,778$ 11,737$ (366,219)$ 32,642$ 12,936$ -$ (2,686)$ 11,744$ (68,018)$

100.00% 1.19% 43.45% 1.66% 10.57% 244.15% 27.10% 30.80% 63.30% 55.38% 76.82% 52.04%

YEAR TO DATE TOTALSManufacturing

Bootcamp

CNC

Apprenticeship

FY 16-17 PI

WIOA

Youth SOS

SLCOther FundsYouth SOS MCF.A.T.E.S.

IRSC DOL Youth

Build

CVS Pharmacy

Technician

SSI

Apprenticeship

Roof Truss

Apprenticeship

S:\WDAcct\Financial Statements\PY 19-20\January 2020\1-31-20 January 2020 Financial Report7 of 54

LWDB 20


As of February 29, 2020

PY 19-20 Allocations 1,316,645$ 1,037,570$ 1,184,428$ 951,278$ 25,100$ 135,621$ 779,800$ 73,202$ 154,211$ 204,502$ 24,240$ 20,833$ 133,347$ 16,369$ 8,433$

PY 19-20 Supplemental -$ 316,010$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$


Additional Funds -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Retained by DEO for Merit Salaries -$ -$ -$ -$ -$ -$ (449,431)$ (15,113)$ (98,255)$ (132,039)$ -$ -$ -$ -$ -$

Carryforward to PY 20-21 -$ (431,074)$ (384,030)$ -$ (5,933)$ (33,905)$ (16,324)$ -$ (15,941)$ (18,637)$ -$ -$ -$ -$ -$

Carryforward from PY 18-19 -$ 202,045$ 413,517$ -$ 6,170$ 42,232$ 188,505$ 14,431$ 14,771$ 18,119$ -$ -$ -$ -$ -$

TOTAL -$ 1,316,645$ 1,124,551$ 1,213,915$ 951,278$ 25,338$ 143,948$ 502,550$ 72,520$ 54,786$ 71,945$ 24,240$ 20,833$ 133,347$ 16,369$ 8,433$

FUNDING DRAWN DOWN YTD INDIRECT ADULT DW YOUTH WTP RA (UC) SNAP WP TAA LVER DVOP Emerg

Initiatives

Emerg

Initiatives

Found Skills

Supp WIOA

State

PY 17-18 WIOA

PI

PY 17-18 WP

PI

PY 19-20 Allocations 987,484$ 81,878$ 297,390$ 732,568$ -$ 37,273$ 255,062$ 15,624$ 18,714$ 19,575$ 24,240$ -$ 116,674$ 754$ 8,433$

PY 19-20 Supplemental -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Retained by DEO for Merit Salaries -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$


Additional funds & Carryforward to PY 20-21 -$ -$ -$ -$ -$ -$ -$ 14,009$ -$ -$ -$ -$ -$ -$

Carryforward from PY 18-19 -$ 202,045$ 413,517$ -$ 6,170$ 42,232$ 157,410$ -$ 14,771$ 18,119$ -$ -$ -$ -$ -$

TOTAL 987,484$ 283,923$ 710,906$ 732,568$ 6,170$ 79,505$ 412,472$ 29,634$ 33,485$ 37,694$ 24,240$ -$ 116,674$ 754$ 8,433$

% of Total Budgeted Funding Received 75.00% 25.25% 58.56% 77.01% 24.35% 55.23% 82.08% 40.86% 61.12% 52.39% 100.00% 0.00% 87.50% 4.61% 100.00%

EXPENDITURES

Administrative 8,353$ 141,372$ 4,859$ 14,425$ 74,648$ 174$ 11,167$ 20,780$ 3,659$ 2,632$ 2,210$ -$ -$ 7,616$ 659$ -$

Salaries and Benefits 261,980$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

General and Administrative 122,459$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Allocated Indirect Costs (376,086)$ 207,419$ 6,241$ 18,425$ 74,648$ 472$ 11,167$ 7,810$ 3,659$ 2,691$ 2,210$ -$ -$ 1,016$ -$ -$

Reclassification (66,047)$ (1,382)$ (4,000)$ -$ (298)$ -$ 12,971$ -$ (59)$ -$ -$ -$ 6,600$ 659$ -$

Travel -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Program Training 3,624$ 1,050,781$ 50,248$ 708,371$ 616,198$ 5,996$ 92,197$ 265,517$ 26,981$ 31,434$ 29,648$ 24,240$ -$ 60,659$ 496$ -$

WIA Youth Contracts -$ -$ 551,518$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Salaries and Benefits 141,751$ 822,035$ 29,026$ 51,276$ 386,797$ -$ 50,047$ 31,790$ 509$ 4,506$ 3,097$ -$ -$ -$ -$ -$

Contract Labor 3,771$ 6,908$ 243$ -$ 25,657$ -$ 9,365$ 138$ 6$ 41$ 32$ -$ -$ -$ -$ -$

Internship -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Incentives/Stipends -$ -$ -$ 5,125$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Support Services/ Participants 16,197$ -$ -$ 6,564$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Training-TAA -$ -$ -$ -$ -$ -$ -$ 23,475$ -$ -$ -$ -$ -$ -$ -$

Training-ITA/OST 294,009$ 5,965$ -$ 15$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Training-OJT 77,905$ 882$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Training-Cust./Employed Worker 26,600$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

WEX/ Internships/ Participant Wages -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Travel 7,880$ 8,612$ 297$ 1,205$ 5,684$ -$ 857$ 1,555$ 4$ 1,878$ 498$ -$ -$ -$ -$ -$

One Stop Shared Costs 179,389$ 6,083$ 9,455$ 99,621$ 9,085$ 15,247$ 50,784$ (6)$ 21,206$ 19,497$ -$ -$ -$ -$ -$

Other Operating Expenses 26,102$ 115,596$ 4,828$ 84,258$ 51,818$ -$ 11,431$ 12,862$ 1,268$ 5,623$ 5,491$ 24,240$ -$ -$ -$ -$

Allocated Program Indirect (175,880)$ 96,567$ 2,924$ 8,638$ 34,917$ 233$ 5,251$ 3,950$ 1,726$ 1,211$ 1,034$ -$ -$ 586$ 496$ -$

Reclassification (593,038)$ -$ 2,022$ -$ (3,322)$ -$ 164,439$ -$ (3,032)$ -$ -$ -$ 60,074$ -$ -$

Total Expenditures 11,978$ 1,192,153$ 55,107$ 722,797$ 690,846$ 6,170$ 103,364$ 286,298$ 30,640$ 34,066$ 31,859$ 24,240$ -$ 68,275$ 1,155$ -$

Funding Over/(under) expenditures (11,977)$ (204,669)$ 228,816$ (11,890)$ 41,722$ -$ (23,859)$ 126,175$ (1,006)$ (582)$ 5,836$ -$ -$ 48,398$ (401)$ 8,433$

YTD % of Budgeted Funds Expended 90.54% 4.90% 59.54% 72.62% 24.35% 71.81% 56.97% 42.25% 62.18% 44.28% 100.00% 0.00% 51.20% 7.05% 0.00%

Comments


Emerging

Initiatives

2017

State Level

WIOA

Supplemental

LVERPY 17-18 WP

PIDVOPTAAYOUTHADULT WTPINDIRECT WPRA (UC) SNAPDW

Emerging

Initiatives -

Foundational

Skills

PY 17-18 WIOA

PI

S:\WDAcct\Financial Statements\PY 19-20\Monthly reports for Managers\WTP\2-29-20 February 2020 Financial Report WTP8 of 54

LWDB 20


As of February 29, 2020




Additional Funds


Carryforward to PY 20-21


TOTAL

FUNDING DRAWN DOWN YTD





Additional funds & Carryforward to PY 20-21


TOTAL

% of Total Budgeted Funding Received

EXPENDITURES

Administrative


General and Administrative

Allocated Indirect Costs

Reclassification

Travel

Program Training

WIA Youth Contracts


Contract Labor

Internship

Incentives/Stipends

Support Services/ Participants

Training-TAA

Training-ITA/OST

Training-OJT

Training-Cust./Employed Worker

WEX/ Internships/ Participant Wages

Travel

One Stop Shared Costs

Other Operating Expenses

Allocated Program Indirect

Reclassification

Total Expenditures

Funding Over/(under) expenditures

YTD % of Budgeted Funds Expended

Comments


-$ -$ -$ -$ 150,000$ -$ -$ -$ -$ 6,215,579$

-$ -$ -$ -$ -$ -$ -$ -$ 316,010$

-$ -$ -$ -$ -$ -$ -$ -$ 54,240$ 54,240$

-$ -$ -$ -$ -$ 220,815$ -$ 55,000$ 310,000$ 585,815$

-$ -$ -$ -$ -$ -$ -$ -$ (694,838)$

-$ -$ -$ -$ -$ -$ -$ (5,635)$ (911,479)$

480,648$ 97,386$ 99,746$ 248,114$ 409,482$ -$ -$ 154,628$ -$ 2,389,793$

480,648$ 97,386$ 99,746$ 248,114$ 409,482$ 150,000$ 220,815$ 154,628$ 49,365$ 310,000$ 54,240$ -$ 7,955,120$

FY 16-17 PI

WIOA Manufacturing

Bootcamp

CNC

Apprenticeship

CVS Pharmacy

Technician SSI Appren

Roof Truss

Apprenticeship Youth Build FATES Youth SOS MC SOS Youth OTHER Non NFA

PY 19-20 Actual PY 19-20 Budget VARIANCE

%

Expended

-$ -$ -$ -$ -$ 5,000$ -$ -$ -$ -$ -$ 2,600,668$ 6,215,579$ 3,614,911$ 41.841%

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 316,010$ 316,010$ 0.000%

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ (694,838)$ (694,838)$

-$ -$ -$ -$ -$ -$ 97,307$ -$ 31,248$ -$ 56,829$ 185,384$ 54,240$ (131,144)$ 341.785%

-$ -$ -$ -$ -$ -$ -$ -$ -$ 168,988$ -$ 182,997$ (325,664)$ (508,661)$

480,648$ 9,924$ 59,746$ 11,907$ 55,000$ -$ -$ 60,569$ -$ -$ -$ 1,532,059$ 2,389,793$ 857,735$ 64.108%

480,648$ 9,924$ 59,746$ 11,907$ 55,000$ 5,000$ 97,307$ 60,569$ 31,248$ 168,988$ 56,829$ 4,501,108$ 7,955,120$ 3,454,012$ 56.581%

100.00% 10.19% 59.90% 4.80% 13.43% 3.33% 44.07% 39.17% 63.30% 54.51% 104.77%

PY 19-20 Actual PY 19-20 Budget

BUDGET

VARIANCE

Under/(Over)

%

Expended

58,254$ 1,496$ 5,301$ 534$ 5,382$ 1,926$ 3,858$ 6,314$ 959$ 3,225$ 4,634$ 384,439$ 620,552$ 236,113$ 61.95%

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 261,980$ 369,788$ 107,807$ 70.85%

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 122,459$ 251,081$ 128,622$ 48.77%

6,534$ 1,496$ 5,301$ 534$ 5,382$ 1,926$ 3,858$ 6,314$ 1,122$ 3,225$ 4,634$ (0)$ 134,728$ 134,728$ 0.00%

51,719$ -$ -$ -$ -$ -$ -$ -$ (164)$ -$ -$ 0$ -$ 0$

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

422,395$ 12,165$ 42,046$ 4,275$ 42,078$ 13,479$ 67,286$ 46,578$ 30,564$ 169,278$ 41,574$ 3,858,109$ 7,328,458$ 3,470,349$ 52.6%

-$ -$ -$ -$ -$ -$ 64,703$ -$ -$ -$ 616,221$ 1,200,000$ 583,779$ 51.4%

2,705$ 9,033$ 24,299$ 3,351$ 19,178$ 1,121$ 166$ 8,301$ 440$ 3,705$ 17,505$ 1,610,638$ 2,887,198$ 1,276,559$ 55.8%

-$ -$ 10$ 1$ 179$ -$ -$ 68$ 4,066$ 16,410$ -$ 66,893$ 112,409$ 45,516$ 59.5%

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

-$ -$ -$ -$ -$ -$ -$ -$ 1,695$ -$ -$ 6,820$ 17,000$ 10,180$ 40.1%

-$ -$ -$ -$ -$ -$ -$ 1,654$ -$ -$ -$ 24,415$ 79,135$ 54,720$ 30.9%

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 23,475$ 73,000$ 49,525$ 32.2%

-$ -$ -$ -$ -$ -$ -$ 30,275$ -$ -$ -$ 330,265$ 556,648$ 226,384$ 59.3%

-$ -$ -$ -$ 6,146$ -$ -$ -$ -$ -$ -$ 84,932$ 430,157$ 345,225$ 19.7%

-$ -$ 8,750$ -$ -$ 11,200$ -$ -$ -$ -$ -$ 46,550$ 112,031$ 65,481$ 41.6%

-$ -$ -$ -$ -$ -$ -$ -$ 22,585$ 152,938$ -$ 175,523$ 355,374$ 179,851$ 49.4%

-$ 25$ 215$ 7$ 655$ 4$ -$ 57$ 308$ 372$ 1,376$ 31,488$ 34,895$ 3,407$ 90.2%

-$ 1,305$ 2,023$ 253$ 3,861$ 201$ -$ 2,538$ -$ -$ 11,494$ 432,036$ 742,404$ 310,368$ 58.2%

33,998$ 1,147$ 4,260$ 413$ 9,534$ 118$ 597$ 721$ 1,821$ 3,701$ 9,027$ 408,852$ 624,775$ 215,922$ 65.4%

2,587$ 654$ 2,490$ 250$ 2,525$ 836$ 1,820$ 2,963$ 530$ 1,519$ 2,172$ (0)$ 103,432$ -$

383,105$ -$ -$ -$ -$ -$ -$ -$ (880)$ (9,368)$ -$ 0$ -$ 0$

480,648$ 13,661$ 47,348$ 4,809$ 47,460$ 15,405$ 71,144$ 52,891$ 31,523$ 172,504$ 46,208$ 4,242,548$ 7,949,011$ 3,706,462$ 53.4%

-$ (3,737)$ 12,399$ 7,098$ 7,540$ (10,405)$ 26,163$ 7,678$ (275)$ (3,516)$ 10,621$ 258,560$

100.00% 14.03% 47.47% 1.94% 11.59% 10.27% 32.22% 34.21% 63.86% 55.65% 85.19% 53.33%

YEAR TO DATE TOTALSManufacturing

Bootcamp

CNC

Apprenticeship

FY 16-17 PI

WIOA

Youth SOS

SLCOther FundsYouth SOS MCF.A.T.E.S.

IRSC DOL Youth

Build

CVS Pharmacy

Technician

SSI

Apprenticeship

Roof Truss

Apprenticeship

S:\WDAcct\Financial Statements\PY 19-20\Monthly reports for Managers\WTP\2-29-20 February 2020 Financial Report WTP9 of 54

AGENDA ITEM #4

AGENDA ITEM SUMMARY

TITLE: Supplemental Nutrition Assistance Program (SNAP) - Program Requirements Policy

STRATEGIC GOALS: Optimal Use of Resources POLICY/PLAN/LAW: Personal Responsibility and Work Opportunity Reconciliation Act of 1996 and the SNAP Employment and Training (E&T) Florida State Plan ACTION REQUESTED: Review and approve revisions to the SNAP Program Requirements

Policy BACKGROUND: SNAP E&T Program is a mandatory program designed to assist Able

Bodied Adults Without Dependents (ABAWDs) gain skills, training, and/or work experience to increase their ability to move directly into employment. ABAWDs are required to meet an 80 hour per month work requirement to maintain eligibility for food assistance. In the SNAP E&T State Plan, Florida’s Department of Economic Opportunity (DEO) provides the work activities available for ABAWDs to complete each month.

The policy was revised to update requirements for education vocational training activities, as well as remove language related to a “glitch” in the system that no longer occurs.

STAFF RECOMMENDATION: Review and approve the revisions to the SNAP Program Activities SUPPORTING MATERIALS: SNAP Program Requirements Policy BOARD STAFF: Tracey McMorris, Vice President of Operations/COO [email protected] 866-482-4473 ext. 528

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SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM PROGRAM REQUIREMENTS POLICY

ORIGINAL APPROVAL DATE: 3/9/2016 REVISION DATE: 11/7/2018 4/1/2020

BOARD EFFECTIVE DATE: 12/19/20185/27/2020

An equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. All voice telephone numbers may be reached by persons using TTY/TDD equipment via the Florida Relay Service at 711.

SNAP - Program Requirements Policy - May 2020SNAP - Program Requirements Policy - December 2018 Page 1 of 1

PURPOSE The purpose of this policy is to provide guidance to CareerSource Research Coast (CSRC) in operating the Supplemental Nutrition Assistance Program (SNAP) in accordance with the Personal Responsibility and Work Opportunity Reconciliation Act of 1996 and the SNAP Employment and Training (E&T) Florida State Plan. for Federal Fiscal Year 2018.

LOCAL POLICY PROGRAM OPERATION: CSRC will operate a mandatory SNAP program with designated Career Planners who will provide services from each CSRC Career Center throughout Local Workforce Development Area (LWDA) 20. Services will be provided to Able Bodied Adults without Dependents (ABAWDs), also known as SNAP participants, who are referred by the Florida Department of Children and Families (DCF) for participation. INITIAL ENGAGEMENT: Initial appointments are offered weekly on designated days at each CSRC Career Center. Prior to each participant’s initial appointment, the CSRC Career Planner presents a group orientation tailored to the local service delivery method. PROGRAM ACTIVITIES: CSRC assigns program activities to SNAP participants in accordance with the SNAP E&T Florida State Plan. for Federal Fiscal Year 2018. CSRC will offers the following program activities: Job Search, Job Search Training, Education and Vocational Training, Workforce Innovation and Opportunity Act (WIOA), Trade Adjustment Act (TAA), and Work Experience. All program activities follow the guidance of the SNAP E&T State Plan. guidance Clarification for accordingly with the exception of the Education and Vocational Training activity is provided in this policy.

EDUCATION AND VOCATIONAL TRAINING:Education and Vocational Training

Participants who utilize the Alison.com website directly may experience a “glitch” in the calculation of hours completed and are awarded a disproportionate number of hours for the week. If this occurs, the CSRC Career Planner may provide the participant with the maximum number of course completion hours indicated on the specific module(s) completed. The Career Planner will document the reason the hours are not accepted on the paperwork submitted by the participant and in a case note.

Tuition assistance for the GED program and English as a Second Language (ESL/ESOL) program may be provided to SNAP participants who demonstrate the need. The education program costs must be associated with SNAP E&T Program engagement. Tuition assistance will only be provided to SNAP participants in compliance with the program. Participants attending classroom training under this program activity may be eligible to receive one hour of study time for each hour of class attendance completed on his/her weekly time sheet.

Refer to SNAP – Program Requirements Procedure – December 2018

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AGENDA ITEM #5

AGENDA ITEM SUMMARY

TITLE: Supplemental Nutrition Assistance Program (SNAP) Sanction Policy STRATEGIC GOALS: Optimal Use of Resources POLICY/PLAN/LAW: Personal Responsibility and Work Opportunity Reconciliation Act of 1996 and the SNAP Employment and Training (E&T) Florida State Plan ACTION REQUESTED: Review and approve the revisions to the SNAP Sanction Policy BACKGROUND: Florida’s SNAP E&T Program is a mandatory program designed to

assist Able Bodied Adults Without Dependents (ABAWDs) gain skills, training, and/or work experience to increase their ability to move directly into employment. ABAWDs are required to meet an 80 hour per month work requirement to maintain eligibility for food assistance. ABAWDs who fail or refuse to comply with program requirements are subject to food assistance penalties.

In accordance with Florida’s Department of Economic Opportunity (DEO) requirement for Local Workforce Development Boards (LWDBs), the policy was revised to:

• Include requirements for requesting food assistance penalties due to participants’ noncompliance.

• Establish a local policy for lifting penalties before and after the effective date of the penalty.

• Remove unnecessary procedural elements. STAFF RECOMMENDATION: Review and approve the revisions to the Supplemental Nutrition

Assistance Program Sanction Policy SUPPORTING MATERIALS: SNAP – Sanction Policy – May 2020 w redline.pdf SNAP – Sanction Policy – May 2020 wo redline.pdf BOARD STAFF: Tracey McMorris, Vice President of Operations/COO [email protected] 866-482-4473 ext. 528

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SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM SANCTION POLICY

ORIGINAL APPROVAL DATE: 3/9/2016 REVISION DATE: 3/20/20174/1/2020

CSRC EFFECTIVE DATE: 4/27/20165/27/2020


SNAP - Sanction Policy - May 2020SNAP - Sanction Policy- March 2020SNAP - Sanction Policy -March 2020SNAP Policy #2 - Sanctions – March 2017 Page 1 of 2

PURPOSE The purpose of this procedure and processpolicy is to outline provide guidance to CareerSource Research Coast (CSRC) the local requirements to request a sanction on the sanction process for the Supplemental Nutrition Assistance Employment and Training Program (SNAP E&T) for non-compliance in accordance with state and federal guidelines. Supplemental Nutrition Assistance Program (SNAP) participants are required to participate in work activities. Failure to fully comply with the requirements will result in penalties against Food Stamps. Florida has well-defined guidelines for those penalties and the methods for requesting and imposing them. Florida’s SNAP E&T is a mandatory program designed to assist Able Bodied Adults Without Dependents (ABAWD) gain skills, training, and/or work experience to increase their ability to move directly into employment. ABAWDs are required to meet the 80 hour per month work requirement to maintain eligibility for food assistance. ABAWDs, also referred to as SNAP participants, who fail or refuse to comply with program requirements are subject to food assistance penalties. REFERENCES Personal Responsibility and Work Opportunity Reconciliation Act of 1996 and the SNAP Employment and Training Florida State Plan. for Federal Fiscal Year 2017. PROCEDURE AND PROCESSLOCAL POLICY CSRC follows the guidelines provided in the SNAP E&T Plan for requesting and lifting sanctions on mandatory SNAP cases. If the participant complies prior to the sanction effective date, the penalty is ended, and the participant is not required to serve the penalty period. The participant may comply with SNAP program requirements before the sanction effective date as follows:

• If a sanction is requested for failing to complete the instructions on the Notice of Mandatory Participation (NOMP) letter, the penalty may be lifted once the participant schedules the initial appointment. The NOMP is the initial engagement letter sent to the mandatory SNAP participant.

• If the participant schedules an initial appointment but fails to attend, the penalty may be lifted once the participant attends an initial appointment.

• If the fails to complete assigned work activities, the penalty can only be lifted if the participant completes all 80 hours in a calendar month prior to the effective date.

At the time of the first failure to comply with the Individual Plan of Action, the SNAP Career Planner will request a sanction in the Alternative Screen of the One Stop Service Tracking (OSST) system the day of failure. The level of the sanction is determined based on whether or not the Able Bodied Adult Without Dependents (ABAWD) has received any previous sanctions. If the ABAWD has not received a previous sanction, a level 1 sanction will be requested. If the ABAWD has received a previous sanction the next level will be requested. Career Planners will determine which level (1, 2 or 3) by reviewing the sanction history in the Alternative Screen of OSST. Once a sanction has been requested, Department of Children and Families (DCF) will mail out a Notice of Adverse Action (NOAA) informing the ABAWD of the sanction effective date. The NOAA will also include the number of days an ABAWD has to contact DCF and provide good cause. If the ABAWD fails to provide good cause within the time frame, the sanction will be imposed. If DCF determines good cause does not exist, CareerSource Research Coast (CSRC) will receive a sanction imposed and case closure alert via OSST. An ABAWD will not be allowed to participate in program compliance activities while serving the penalty period. Once the penalty period is served, the ABAWD is required to comply with CSRC in order to satisfy the sanction. Sanction Compliance

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ORIGINAL APPROVAL DATE: 3/9/2016 REVISION DATE: 3/20/20174/1/2020

CSRC EFFECTIVE DATE: 4/27/20165/27/2020


SNAP - Sanction Policy - May 2020SNAP - Sanction Policy- March 2020SNAP - Sanction Policy -March 2020SNAP Policy #2 - Sanctions – March 2017 Page 2 of 2

Once a participant has served the full penalty period, the participant may comply with the SNAP Program requirements to have his/her sanction lifted. The participant To have the sanction lifted, the ABAWD will be required to complete a compliance activity as assigned by a SNAP Career Planner.

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ORIGINAL APPROVAL DATE: 3/9/2016 REVISION DATE: 4/1/2020

CSRC EFFECTIVE DATE: 5/27/2020


SNAP - Sanction Policy - May 2020 Page 1 of 1

PURPOSE The purpose of this policy is to provide guidance to CareerSource Research Coast (CSRC) on the sanction process for the Supplemental Nutrition Assistance Employment and Training Program (SNAP E&T) in accordance with state and federal guidelines. Florida’s SNAP E&T is a mandatory program designed to assist Able Bodied Adults Without Dependents (ABAWD) gain skills, training, and/or work experience to increase their ability to move directly into employment. ABAWDs are required to meet the 80 hour per month work requirement to maintain eligibility for food assistance. ABAWDs, also referred to as SNAP participants, who fail or refuse to comply with program requirements are subject to food assistance penalties. REFERENCES Personal Responsibility and Work Opportunity Reconciliation Act of 1996 and the SNAP Employment and Training Florida State Plan. LOCAL POLICY CSRC follows the guidelines provided in the SNAP E&T Plan for requesting and lifting sanctions on mandatory SNAP cases. If the participant complies prior to the sanction effective date, the penalty is ended, and the participant is not required to serve the penalty period. The participant may comply with SNAP program requirements before the sanction effective date as follows:

• If a sanction is requested for failing to complete the instructions on the Notice of Mandatory Participation (NOMP) letter, the penalty may be lifted once the participant schedules the initial appointment. The NOMP is the initial engagement letter sent to the mandatory SNAP participant.

• If the participant schedules an initial appointment but fails to attend, the penalty may be lifted once the participant attends an initial appointment.

• If the fails to complete assigned work activities, the penalty can only be lifted if the participant completes all 80 hours in a calendar month prior to the effective date.

Sanction Compliance Once a participant has served the full penalty period, the participant may comply with the SNAP Program requirements to have his/her sanction lifted. The participant will be required to complete a compliance activity as assigned by a SNAP Career Planner.

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AGENDA ITEM #6

AGENDA ITEM SUMMARY

TITLE: Priority for Adult Funds Policy Amendment STRATEGIC GOALS Optimal Use of Resources POLICY/PLAN/LAW: Workforce Innovation and Opportunity Act (WIOA) ACTION REQUESTED: Review and Approve the Revised Priority of Adult Funds Policy BACKGROUND: Section 134(c)(3)(E) of WIOA establishes a priority requirement with respect to funds

allocated to a local workforce area for adult employment and training activities. Under WIOA, priority must be provided regardless of the level of funds. WIOA also expanded the priority of services to include individuals who are basic skills deficient and have significant barriers to employment.

CareerSource Research Coast’s Priority of Services Policy was updated to reflect the

expanded priority categories as indicated in the recent updates made by CareerSource Florida Policy Number (TBD) approved at the February 20, 2020 CareerSource Florida Board of Directors meeting.

STAFF RECOMMENDATION: Approve the Revised Priority of Adult Funds Policy SUPPORTING MATERIALS: Priority for Adult Funds / aka Priority of Service Policy - May 2020 w redline Priority for Adult Funds / aka Priority of Service Policy - May 2020 wo redline BOARD STAFF: Tracey McMorris, Vice President of Operations [email protected] 866-482-4473, ext. 528

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WORKFORCE INNOVATION & OPPORTUNITY ACT POLICY #8 PRIORITY FOR ADULT FUNDS aka PRIORITY OF SERVICES POLICY

REVISION DATE: 6/15/20184/1/2020 BOARD EFFECTIVE DATE: 6/27/2018 5/27/2020


WIOA Policy #8 – Priority for Adult Funds – June 2018WIOA - Priority for Adult Funds aka Priority of Service Policy - May 2020 Page 1 of 3

PURPOSE To establish the CareerSource Research Coast (CSRC) policy and procedures in order to meet the WIOA Statutory Priority for Adult Funds requirements. REFERENCES Section 134(c) (3) (E) of the Workforce Innovation and Opportunity Act (WIOA). BACKGROUND WIOA requires priority be given to public assistance recipients, other low-income individuals and individuals who are basic skills deficient, when providing career services and training services for adult participants. The United States Department of Labor (USDOL) Jobs for Veterans Act (JVA) and Veterans’ Benefits, Health Care, and Information Technology Act of 2006 outlines the Priority of Service for WIOA-eligible veterans and eligible spouses. Other eligible individuals may be served only after first serving individuals who meet the established veterans Priority of Service criteria. Priority of Service applies to participants served under the WIOA adult program and not to the WIOA dislocated worker program. POLICY Priority of Service as defined by WIOA: Employment and training activities are subject to the Priority of Service requirements defined by WIOA. Low-income for the local workforce development board (LWDB20), CSRC, is defined as 200% of the current year’s Lower Living Standard Income Level (LLSIL). CRSC will use the 200% of LLSIL Metro for both family unit size of 1 and 2. Priority must be provided in the following order: Priority of service means that adults who meet the criteria outlined in this policy must be served before other persons for the receipt of individualized career services and training services. Veterans who receive priority of service must meet all WIOA adult program eligibility requirements. For income-based eligibility determinations, amounts paid while on active duty or paid by the Department of Veterans Affairs (VA) for rehabilitation, disability payments, or related VA-funded programs cannot be considered income for eligible purposes.

1) Veterans and eligible spouses who are one or more of the following: Public assistance recipient – An individual who receives, or in the past six months has received, or is a member of a family that receives or in the past six months has received, assistance through one or more of the following:

• Supplemental Nutrition Assistance Program

• Temporary Assistance for Needy Families

• Supplemental Security Income; or

• Other state or local income-based assistance. Low-income individual, including the underemployed who:

• Is in a family with total family income that does not exceed the higher of the poverty line; or 70 percent of the Lower Living Standard Income Level OR

• Is a homeless individual (as defined in section 41403(6) of the Violence Against Women Act of 1994 (42 U.S.C. 14043e–2(6)), or a homeless child or youth as defined in the McKinney-Vento Homeless Assistance Act (42 U.S.C. 11434a (2)) OR

• Receives or is eligible to receive a free or reduced-price lunch

• Is a foster child for whom state or local government payments are made

• Is an individual with a disability whose own income meets the income requirement, but who is a member of a family whose income does not meet this income requirement

Basic skills deficient - An individual that is unable to compute or solve problems, or read, write, or speak English, at a level necessary to function on the job, in the individual’s family, or in society.

a. recipients of public assistance, WIOA low income, or who are basic skills deficient 2) Individuals (non-covered persons) who are recipients of public assistance, or WIOA low income or who are basic

skills deficientIndividuals who are not veterans or eligible spouses who are included in the groups given WIOA priority selection criteria, (public assistance recipient, other low-income individuals including underemployed, or basic skills deficient).

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3) All other veterans and eligible spouses who are not included in the WIOA priority groups (see items 1 and 2, above)

4) Other individuals who do not meet the statutory priority but are identified as priority populations established by the

Governor and/or CSRC.

2) Veterans and eligible spouses who are not recipients of public assistance, are not WIOA low income or who are not basic skills deficient

3)5) Individuals (non-covered persons) who do not meet the above priorities. Individuals who are not veterans or eligible spouses, who are not recipients of public assistance, who are not low-income, and who are not basic skills deficientOther individuals who do not meet the statutory priority and who do not meet the Governor’s and/or CSRC’s discretionary priority, but who do not meet the WIOA adult program eligibility.

WIOA focuses on serving “individuals with barriers to employment,” and ensures access to these services on a priority basis. LWDBs must give priority for the provision of individualized career and training serves in the following sequential order:

1. Recipients of public assistance 2. Low-income individuals. 3. Individuals who are basic skills deficient

For CSRC, the income levels used to qualify career seekers for employer-directed training services that lead to career pathways in targeted industries will be $30.74 per hour. These employer directed training services will be provided through Employed Worker Training (EWT) and On-the-Job Training (OJT) that will increase their earning potential. For all other career seekers served through CSRC’s One Stop Career Centers, self-sufficiency will be determined based on household income compared to 200% of the Lower Living Standard Income Level (LLSIL) for family size.

For priorities 3 and 4, individuals’ income cannot exceed self-sufficiency wages based on 6 months of household income.

ATTACHMENTS:

• Lower Living Standard Income Level

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WORKFORCE INNOVATION & OPPORTUNITY ACT POLICY PRIORITY FOR ADULT FUNDS aka PRIORITY OF SERVICES POLICY

REVISION DATE: 4/1/2020 BOARD EFFECTIVE DATE: 5/27/2020


WIOA - Priority for Adult Funds aka Priority of Service Policy - May 2020 Page 1 of 2

PURPOSE To establish the CareerSource Research Coast (CSRC) policy and procedures in order to meet the WIOA Statutory Priority for Adult Funds requirements. REFERENCES Section 134(c) (3) (E) of the Workforce Innovation and Opportunity Act (WIOA). BACKGROUND WIOA requires priority be given to public assistance recipients, other low-income individuals and individuals who are basic skills deficient, when providing career services and training services for adult participants. The United States Department of Labor (USDOL) Jobs for Veterans Act (JVA) and Veterans’ Benefits, Health Care, and Information Technology Act of 2006 outlines the Priority of Service for WIOA-eligible veterans and eligible spouses. Other eligible individuals may be served only after first serving individuals who meet the established veterans Priority of Service criteria. Priority of Service applies to participants served under the WIOA adult program and not to the WIOA dislocated worker program. POLICY Priority of Service as defined by WIOA: Priority of service means that adults who meet the criteria outlined in this policy must be served before other persons for the receipt of individualized career services and training services. Veterans who receive priority of service must meet all WIOA adult program eligibility requirements. For income-based eligibility determinations, amounts paid while on active duty or paid by the Department of Veterans Affairs (VA) for rehabilitation, disability payments, or related VA-funded programs cannot be considered income for eligible purposes.

1) Veterans and eligible spouses who are one or more of the following: Public assistance recipient – An individual who receives, or in the past six months has received, or is a member of a family that receives or in the past six months has received, assistance through one or more of the following:

• Supplemental Nutrition Assistance Program

• Temporary Assistance for Needy Families

• Supplemental Security Income; or

• Other state or local income-based assistance. Low-income individual, including the underemployed who:

• Is in a family with total family income that does not exceed the higher of the poverty line; or 70 percent of the Lower Living Standard Income Level OR

• Is a homeless individual (as defined in section 41403(6) of the Violence Against Women Act of 1994 (42 U.S.C. 14043e–2(6)), or a homeless child or youth as defined in the McKinney-Vento Homeless Assistance Act (42 U.S.C. 11434a (2)) OR

• Receives or is eligible to receive a free or reduced-price lunch

• Is a foster child for whom state or local government payments are made

• Is an individual with a disability whose own income meets the income requirement, but who is a member of a family whose income does not meet this income requirement

Basic skills deficient - An individual that is unable to compute or solve problems, or read, write, or speak English, at a level necessary to function on the job, in the individual’s family, or in society.

2) Individuals who are not veterans or eligible spouses who are included in the groups given WIOA priority selection criteria, (public assistance recipient, other low-income individuals including underemployed, or basic skills deficient).

3) All other veterans and eligible spouses who are not included in the WIOA priority groups (see items 1 and 2, above)

4) Other individuals who do not meet the statutory priority but are identified as priority populations established by the Governor and/or CSRC.

5) Other individuals who do not meet the statutory priority and who do not meet the Governor’s and/or CSRC’s

discretionary priority, but who do not meet the WIOA adult program eligibility.

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WORKFORCE INNOVATION & OPPORTUNITY ACT POLICY PRIORITY FOR ADULT FUNDS aka PRIORITY OF SERVICES POLICY

REVISION DATE: 4/1/2020 BOARD EFFECTIVE DATE: 5/27/2020


WIOA - Priority for Adult Funds aka Priority of Service Policy - May 2020 Page 2 of 2

WIOA focuses on serving “individuals with barriers to employment,” and ensures access to these services on a priority basis. LWDBs must give priority for the provision of individualized career and training serves in the following sequential order:

1. Recipients of public assistance 2. Low-income individuals. 3. Individuals who are basic skills deficient

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AGENDA ITEM #7

AGENDA ITEM SUMMARY TITLE: Submittal of the Application to Continue CareerSource Research Coast’s (CSRC) Designation as a Direct Services Provider STRATEGIC GOALS Clear, Credible and Trustworthy Commitments and Projects POLICY/PLAN/LAW: Workforce Innovation & Opportunity Act (WIOA)/CareerSource Florida Administrative

Policy #83 ACTION REQUESTED: Approve the extension to provide direct services BACKGROUND: WIOA allows Local Workforce Development Boards (LWDBs) to be designated as

direct providers of intake, assessment, eligibility determination, or other services except training services. This designation may occur only with the agreement of the Chief Elected Official and the Governor and must be approved by CareerSource Florida for a period not to exceed three years. CareerSource Research Coast (CSRC) has operated as the direct provider of workforce services since January 1, 2009. In the Direct Services Model, CSRC has reduced costs, improved operations and improved the image of our local career center system.

CSRC’s designation as a Direct Service Provider expires June 30, 2020. Therefore, we are required to request another three-year extension as a direct provider of services, through a structured application process. Documentation must also be provided that the Chief Elected Official has agreed to the planned extension.

STAFF RECOMMENDATION: Review and approve the extension to provide direct services SUPPORTING MATERIALS: Extension Request to Provide Direct Services BOARD STAFF: Tracey McMorris, Vice President of Operations/COO

[email protected] (866) 482-4473 ext. 427

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EXTENSION REQUEST TO PROVIDE DIRECT SERVICES

EXTENSION BEGIN DATE: 7/1/2020 EXTENSION END DATE: 6/30/2023


Page 1 of 8

The Workforce Development Board of the Treasure Coast d/b/a CareerSource Research Coast (CSRC), with the approval of our three county Treasure Coast Workforce Consortium and the Executive Committee of the CareerSource Research Coast Board of Directors (the full Board of Directors will meet on May 27, 2020) submits the following request of designation to CareerSource Florida, Inc., for approval. This extension request follows the outline suggested by the requirements stated in CareerSource Florida, Inc. Administrative Policy #83. The information required by this guidance is as follows: 1. A review of how the direct provision of workforce services during the prior period fit the business model that

the LWDB proposed in its original request and any proposed changes in the business model or the particular workforce services the LWDB intends to provide during the extension period.

The Workforce Development Board of the Treasure Coast, Inc. officially became the direct provider of workforce services for Indian River, St. Lucie, Martin and Okeechobee counties on January 1, 2009. The business model, the cornerstone of our Business Improvement Plan, proposed in the original request to provide direct services, was fully implemented. The business model was successful in reducing costs, improving operations and performance. At their July 1, 2013 meeting, the Treasure Coast Workforce Consortium approved the request of the Okeechobee County Board of County Commissioners for the re-designation of Okeechobee County from Region 20 (Workforce Solutions) to Region 19 (Heartland) contingent upon the approval of the Region 20 Board of Directors. At their October 30, 2013 meeting, the Region 20 Board of Directors approved the request for the re-designation process to begin. For the following 20 months, CareerSource Research Coast collaborated with CareerSource Heartland to follow the process and procedures for a successful re-designation. The re-designation of Okeechobee County from local workforce investment area 20 to local workforce investment area 19 was effective on July 1, 2015. For Program Year 2017-2018, CSRC exceeded each of the eleven negotiated WIOA Primary Indicators of Performance Targets and for the third consecutive program year, had no monitoring findings in the SNAP and WIOA Ad/DW/Youth Programs. For Program Year 2018-2019, CSRC again exceeded each of the fourteen negotiated targets and no findings in the SNAP, WIOA Ad/DW/Youth, and TAA Program. As of the second quarter of Program Year 2019-2020, CSRC is exceeding in thirteen of the fourteen negotiated WIOA Primary Indicators of Performance targets. The Workforce Development Board of the Treasure Coast, Inc. d/b/a CareerSource Research Coast (CSRC) has operated the WIA and now WIOA Youth Programming through a Subrecipient Agreement since 2012. Through a competitively procured process, CSRC awarded Henkels & McCoy, Inc. an agreement for WIA Youth Program and Services on July 1, 2012. After performance reviews each year by the CSRC Youth Council and the full Board of Directors, the agreement was extended for two additional years. Effective April 1, 2016, Henkels & McCoy Inc., assigned their Training Services Division to Eckerd Youth Alternatives, Inc. The CSRC Board of Directors approved this assignment and the assumption of the WIA/WIOA Youth Program and Services Agreement by Eckerd Youth Alternatives, Inc. As required, CSRC issued a Request for Proposals for WIOA Youth Program and Services in February 2016. After the rating of a review committee and approval by the CSRC Youth Council, Executive Committee and full Board of Directors, Eckerd Workforce Development was awarded a Subrecipient Agreement for the period of July 1, 2016 through June 30, 2021, dependent upon performance. After successful performance reviews by the CSRC Youth Council and the full Board of Directors over the following three years, the agreement was extended. Performance for Program Year 2019-2020 will be evaluated at the May 2020 Youth Council meeting, and a recommendation, based on the results of the evaluation, will be presented to the CSRC Executive Committee and the full Board of Directors at their June 2020 meetings. With the Workforce Innovation & Opportunity Act (WIOA) signed into law on July 22, 2014, and the Final Rule effective on October 18, 2016, CareerSource Research Coast, LWDB 20, has made and is planning further changes to our business model and the workforce services provided during the requested extension period. These changes are outlined in our WIOA Local Plan for 2020-2024 submitted on March 16, 2020.

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Page 2 of 8

In accordance with WIOA legislation, the CSRC Board of Directors defined and approved the role and responsibilities of a One-Stop Operator at their January 2017 meeting. Through a formal procurement process, a One Stop Operator was selected and awarded the contract for the period of July 1, 2017 – June 30, 2021, with annual renewal based on performance. In January 2019, the One Stop Operator notified CSRC of their intent to terminate the contract on June 30, 2019. Subsequently, in March 2019, CSRC released a One-Stop Operator RFP to accept proposals from vendors for the period of July 1, 2019 through June 30, 2023. CSRC conducted an open and competitive procurement process and received one proposal for the One-Stop Operator RFP. The proposal passed technical review and was rated by a team consisting of two CSRC administrative staff and one CSRC Board member. Based upon the review of the rating team and the cumulative rating score, the rating team recommended the proposal not be approved. At CSRC’s May 29, 2019 Board of Directors meeting, the recommendation to not approve the proposal received for the One-Stop Operator was passed. The Board of Directors also approved for CSRC administrative staff to request approval from the Governor and the local Chief Elected Officials allowing CSRC to serve as the One-Stop Operator for LWDB 20. CSRC’s request to operate as a One Stop Operator was approved at the CareerSource Florida, Inc. Board of Director’s meeting on September 12, 2019. As such, CareerSource Research will function as the One Stop Operator through June 30, 2023. 2. The effective date for when the extension will begin. The effective date for the extension will begin on July 1, 2020. 3. The period of time, not to exceed three years for when the extension will be in effect. The extension of direct service delivery for CareerSource Research Coast will be in effect for the period of July 1, 2020 through June 30, 2023.

4. A review of the LWDB’s stated reasons in its original request why the LWDB has decided to directly provide

the workforce services, and an explanation of how it is in the best interest of the LWDB’s customers that the LWDB continue to provide these services.

CareerSource Research Coast’s primary reasons for assuming direct management of regional operations included cost savings, the opportunity to have more local control over operations and performance and to promote more effective communication with staff, clients, business customers, community partners and the public at large. As the provider of direct services, CSRC has continually reduced administrative costs, eliminated duplication, and experienced additional cost benefits in staffing when the administrative and programs staff are united under the same organization. Given the budgetary challenges that LWDB 20 has met and will continue to meet, the streamlining of management and oversight duties will be a key strategy for service delivery and continued performance outcomes. In order to create a high-quality Career Center system in LWDA 20, CSRC has developed the following vision, mission and goals:

VISION: To be the catalyst empowering our communities toward economic success.

MISSION: Provide Opportunities. Improve Lives.

GOALS:

• Customer-Centric Culture: Expand our ability to identify and exceed customer needs and expectations

• Collaborative Partnerships: Expand our ability to meet the diverse needs in our community.

• Marketing: Expand the awareness and understanding of the roles and responsibilities of CSRC and the resources, services our partners and we can provide.

• Innovation: Promote continuous improvement.

• Talent management: Be the best place to work.

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Page 3 of 8

5. A review of the effectiveness of the firewall established by the LWDB to clearly separate existing roles as oversight body to the LWDB’s workforce delivery system and its role as the direct provider of workforce services, and an explanation of changes to be made to the firewall.

The appropriate firewalls established by LWDB 20 guard against any conflict of interest and is described in detail in the Board’s Administrative Plan. These established firewalls were validated through the most recent, 2019 – 2020 Internal Control Questionnaire. Through its governance structure and operational guidelines, CareerSource Research Coast ensures separation of oversight and management responsibilities. The Board of Directors also provide broad oversight through a committee structure which, for the purpose of workforce system oversight, is the Programs and Services Committee. Day-to-day operational management is the role of the CSRC management team, with specific responsibility for system management. This team which consists of Directors, Career Center Managers, Program Managers and a Program Performance Coordinator who report to the Vice President of Operations/Chief Operations Officer. The Vice President of Operations/COO reports directly to the President/Chief Executive Officer. The President/CEO is the sole point of accountability to the Board of Directors in the management of local operations. The day-to-day delivery of services tasks are assigned to staff stationed at our Career Centers and service-delivery access points. CSRC staff and jointly managed staff from the Department of Economic Opportunity provide client and customer direct services, exclusive of occupational skills training. CareerSource Research Coast’s firewall is also enhanced through the procurement of a contracted monitoring firm for all workforce programs. Program Managers for the Welfare Transition, Wagner Peyser, WIOA Adult, Dislocated and Youth Programs provide continuous oversight and monitoring in their roles as subject matter experts. Independent financial reporting and monitoring will continue to be contracted to a third party. 6. An identification of the grant programs(s) that currently fund the workforce service delivery model. The workforce development system current funding sources include the following: Workforce Innovation and Opportunity Act, Title 1, Adults Workforce Innovation and Opportunity Act, Title 1, Dislocated Workers Workforce Innovation and Opportunity Act, Title 1, Youth Welfare Transition Program Supplemental Nutrition Assistance Program Re-employment Assistance Wagner Peyser Trade Assistance Adjustment Jobs for Veterans State Grant St. Lucie County Board of County Commissioners Summer of Success Grant Children Services Council of Martin County Summer of Success Grant WIOA Performance Incentives WP Performance Incentives Emerging Initiatives Grants Indian River State College - USDOL YouthBuild Grant Families Ascending Toward Economic Success (F.A.T.E.S./2Gen) Grant CareerSource Florida Apprenticeships/Apprenticeship Expansion Grants

• Manufacturing Bootcamp

• CNC Apprenticeship

• CVS Pharmacy Technician Apprenticeship

• Sector Strategy Initiatives

• Roof Truss Apprenticeship

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Page 4 of 8

7. A cost analysis that documents the actual reduction in costs with the LWDB providing direct workforce services rather than contracting those services to another provider and an estimate of such costs and savings for the upcoming three-year period.

The actual reduction in costs with CareerSource Research Coast providing services rather than contracting service to another provider is as follows: Program Year 2011-2012: Cost savings of $603,276. Program Year 2012-2013: Cost savings of $664,638. Program Year 2013-2014: Cost savings of $790,216. Program Year 2014-2015: Cost savings of $697,590. Program Year 2015-2016: Cost savings of $537,202. Program Year 2016-2017: Cost savings of $648,367. Program Year 2017-2018: Cost savings of $636,363. Program Year 2018-2019: Cost savings of $580,280. In keeping with the trends of previous years’ savings, CSRC estimates an average cost savings of approximately $600,000 per year over the next three years. 8. A review of any other realized improvement to service delivery and performance outcomes, and description of

anticipated improvements. As the Local Workforce Development Board for Local Workforce Development Area 20, CareerSource Research Coast continues to meet and exceed all performance outcomes. The following are examples of CSRC’s performance:

• Met the ITA Waiver Requirement each year since the waiver’s inception.

• Met and exceeded the Primary Indicators of Performance

• Consistently achieved minimal or no monitoring findings in the WIOA, SNAP, and TAA programs

Examples of our improvement to service delivery are listed below.

• CSRC serves as an apprenticeship sponsor and works with industry representatives and local businesses to develop needed apprenticeship training programs. CSRC’s current registered apprenticeship programs are in Industrial Manufacturing Technician, Truss Design Technician and Distribution Logistics Technician.

• CSRC, the Indian River County Economic Development and area manufacturers collaborate with the Treasure Coast Technical College, Vero Beach, to develop a one-week manufacturing boot camp, to serve an underrepresented population of Indian River County and provide a mechanism for marketing apprenticeship opportunities available locally. The boot camps include tours at local manufacturing sites, hands-on activities, and soft skills to build a foundation on the benefits of a career path in manufacturing. There are slots allotted for graduating high school seniors selected through an application process. These individuals are offered the opportunity to go directly into the IMT Registered Apprenticeship, earning while they learn.

• CCSRC hosts an annual State of Jobs Conference, an industry driven half-day conference brings together 600 plus high school Juniors and Seniors to explore post-secondary training options, and career path opportunities in various industry sectors in demand. The conference features keynote speakers and sector industry leaders who engage students with career path opportunities, leadership skills, career readiness and financial aid information

• In order to start building talent pipelines to meet the needs of sectors in demand, CSRC serves as a convener for the area’s Workforce Readiness Taskforce, which together economic development agencies, educational providers, business leaders representing industry sectors in demand and community partners. The mission of this industry-led taskforce is to organize processes and leverage resources to support a focused sector-based talent development pipeline to meet the needs of employers and career seekers throughout the LWDA.

• CSRC is a partner of the Lincoln Park Common Good Initiative, a collaboration of Allegany Franciscan Ministries along with community residents and stakeholders to create opportunities, develop strategies and make investments that lead to positive life outcomes for people in Lincoln Park, an under-resourced community in Fort Pierce. In partnership with Lincoln Park Common Good Initiative, the Lincoln Park Career Pathways Initiative (LPCPI) was developed to provide career training and supportive services for participants in the initiative’s manufacturing, logistics and health care training. CSRC works closely with economic development partners to develop employment opportunities for the participants who successfully complete the training and gain industry certifications.

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• Summer of Success (SOS) is an innovative eight-week work-readiness training program consisting of soft skillstraining and work experience through paid internship. Youth ages 16-24 who reside within the participating Countymay apply. Priority of enrollment in Summer of Success is given, but not limited to, youth facing life barriers suchas: criminal offenders, pregnant or parenting youth, youth with disabilities, youth living in a high poverty area, oryouth identified as at-risk for street gang activity. SOS provides many young people with their first experience in theworkplace, and every step from the online application to the exit evaluation at the end of the program is designedto closely mimic actual employment. Once the internship is complete, the participant will have positioned themselvesto enter a Pre-Apprenticeship, Apprenticeship or OJT opportunity which will lead to increased wages, additionaltraining, and nationally recognized certifications.

• CSRC sponsored a TANF Summer Youth Program from May 1, 2019 through August 9, 2019 that promoted jobpreparation and employment for low income youth ages fourteen to eighteen. After a formal Request for Quotewas issued, the Boys and Girls Club of St. Lucie County was selected as the subrecipient for the funding. Thesummer activity program provided eighty-five youth, during the summer break from school, opportunities for careerexploration, academic and occupational education, job shadowing, and skill development. In addition to classroomactivities, youth participated in college and trade school tours, career tours to local prospective employers, andenrichment trips. CSRC intends to sponsor this program whenever WTP funding permits.

• In conjunction with the Children Services Councils and the Early Learning Coalitions and along with three additionalLWDBs, CSRC was selected to participate in the F.A.T.E.S. Demonstration Project (2Gen). As part of a regionalinitiative, CSRC received funding under the Pathways to Prosperity Initiative to offer individualized career servicesto a cohort of thirty families in targeted neighborhoods within census tract areas of greatest poverty. Basic andintensive WIOA services, focusing on CSRC’s sector strategies, are provided to select families receiving subsidizedchildcare to encourage career advancement and wage progression. These target families may be provided withcareer readiness and advancement counseling, coaching, soft-skills development, assistance with training andeducation, assistance with the cost of transportation, and job placement. Low-income families often experience adisincentive to progress in their wage earning and asset building when an increase in income will disqualify thehousehold from continued access to supportive programs, such as affordable childcare. The design of theF.A.T.E.S. Demonstration Project (2Gen) included addressing this “cliff effect” by integrating a three-year phase-out period to mitigate the fiscal cliff created by the abrupt termination of childcare benefits after reaching themaximum allowable household income.

• CSRC is a partner of the Building Fort Pierce YouthBuild Initiative. Indian River State College applied for and wasawarded a Youth Build grant and CSRC is a required key partner of the grant. Building Fort Pierce encompassestargets 16 to 24-year old participants who have dropped out of school. YouthBuild participants are required to attendGED, Vocational and college classes while building Habitat for Humanity homes.

• CSRS partners with community partners to host the annual Homeless Veterans Stand Down which focus on thelocal homeless Veteran population providing them with food, clothing, mobile showers, health screenings, haircuts,legal services, and much more.

Under direct service provision, CareerSource Research Coast experiences more control over day to day operations and performance, as well as better communications with staff, clients, customers, community partners and the public at large. With the implementation of WIOA and as the workforce climate changes or new initiatives and goals are set, CareerSource Research Coast has the proven ability to reorganize staff to create empowered teams with emphasis on excellent customer service and outstanding performance.

9. Documentation that the public was provided a meaningful opportunity for review and comment on the proposedextension for a period not less than 10 days. (include any submitted comments)

A notice of the request of an extension of our designation as direct provider of workforce services was posted to the CareerSource Research Coast website on April 13, 2020 through April 23, 2020. The public was invited to comment by sending an email to the Vice President of Operations. A special mailbox was established for this purpose. Documentation of the website posting is included as Attachment B.

10. Documentation that the Chief Elected Official has agreed to the planned extension.

LWDA 20’s three-county Consortium (CLEOs) reviewed and approved this extension requested, as supported by the completed Request Extension form included as Attachment A.


Page 5 of 8

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Page 6 of 8

11. Completed Request for Extension to Serve as a Direct Provider of Workforce Services

The completed Request for Extension is included as Attachment A.

ATTACHMENTS: A. Completed Request for Extension formB. Documentation of Public Notice

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AGENDA ITEM #8

AGENDA ITEM SUMMARY TITLE: Local Targeted Occupations List (LTOL) for 4th Quarter of Program Year 2019 - 2020 STRATEGIC GOALS Strong Advancement of Existing and Emerging Local Targeted Industry Clusters POLICY/PLAN/LAW: Workforce Innovation & Opportunity Act ACTION REQUESTED: Approve the LTOL for the fourth quarter of Program Year 2019 - 2020 BACKGROUND: The Department of Economic Opportunity’s (DEO) Bureau of Labor Market Statistics

(LMS) has published the 2019 - 2020 Statewide Demand Occupations List on the DEO website. The Statewide Demand Occupations list identifies the labor market needs of Florida’s business community and encourages job training based on those needs, with emphasis on jobs that are both high demand and high skill/high wage, and is used as a baseline for establishing the Local Targeted Occupations Lists (LTOLs). The Local Workforce Development Boards (LWDBs) develop and use their LTOLs to identify occupations for which eligible adults and dislocated workers may receive training assistance under the Workforce Innovation and Opportunity Act.

Pursuant to CareerSource Florida policy, LWDBs are to develop their LTOLs, in

consultation with local business and industry representatives, using the LMS-generated Demand Occupations Lists, as well as other resources, such as Help Wanted Online Lists and Supply/Demand lists. The LWDBs must publish their updated LTOLs on their websites and update them as they make changes. CareerSource Research Coast adopted a local policy to incorporate CareerSource Florida’s LTOL policy and process. As part of our local policy, the LTOL is to be reviewed and approved on a quarterly basis in order to add occupations in demand or delete occupations which are declining.

STAFF RECOMMENDATION: Staff reviewed local labor market information and resources regarding the LTOL.

There are no recommended additions or deletions of occupations to the list that was approved at the February 14, 2020 Executive Committee meeting for the 3rd Quarter of Program Year 2019 - 2020. Staff recommends approval of this LTOL for the 4th Quarter of Program Year 2019 - 2020.

SUPPORTING MATERIALS: CareerSource Research Coast Local Targeted Occupations List BOARD STAFF: Tracey McMorris, Vice President of Operations/COO

[email protected] (866) 482-4473 ext. 528

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Workforce Development Area 20 - Indian River, Martin, and Saint Lucie Counties

Workforce Estimating Conference Selection Criteria:1

2 30 annual openings and positive growth3 Mean Wage of $14.80/hour and Entry Wage of $12.04/hour4 High Skill/High Wage (HSHW) Occupations:

Mean Wage of $23.20/hour and Entry Wage of $14.80/hour

Annual FLDOE In EFIPercent Annual Training Targeted Data

SOC Code† HSHW†† Occupational Title† Growth Openings Mean Entry Code Industry? Source†††132011 HSHW Accountants and Auditors 2.18 192 $ 30.74 $ 19.17 5 Yes Regional

113011 HSHW Administrative Services Managers 1.63 1109 $ 52.41 $ 30.38 4 Yes State

493011 HSHW Aircraft Mechanics and Service Technicians 1.19 1294 $ 26.10 $ 16.15 3 Yes State

173011 HSHW Architectural and Civil Drafters 1.38 733 $ 24.37 $ 16.33 3 Yes State

274011 Audio and Video Equipment Technicians 1.84 638 $ 19.22 $ 12.61 4 Yes State

493021 Automotive Body and Related Repairers 1.36 1217 $ 19.60 $ 12.46 3 No State

493023 Automotive Service Technicians and Mechanics 1.61 55 $ 18.30 $ 12.23 3 No Regional

472021 Brick Masons and Block Masons 3.1 906 $ 17.74 $ 12.73 3 No State

493031 Bus and Truck Mechanics and Diesel Engine Specialists 1.6 1294 $ 22.58 $ 15.79 3 Yes State

533022 Bus Drivers, School or Special Client 0.68 83 $ 16.62 $ 13.60 3 No Regional

533021 Bus Drivers, Transit and Intercity 1.27 1553 $ 16.60 $ 12.57 3 Yes State

131199 HSHW Business Operations Specialists, All Other 1.65 143 $ 31.77 $ 19.00 4 No Regional

472031 Carpenters 1.9 300 $ 18.28 $ 13.02 3 No Regional

472051 Cement Masons and Concrete Finishers 2.45 56 $ 18.50 $ 14.47 3 No State

351011 HSHW Chefs and Head Cooks 1.69 1222 $ 28.09 $ 17.17 3 No State

131041 HSHW Compliance Officers 1.07 1490 $ 30.30 $ 17.84 3 No State

151152 HSHW Computer Network Support Specialists 1.49 990 $ 27.90 $ 16.75 3 Yes State

151151 Computer User Support Specialists 1.83 41 $ 21.58 $ 13.44 3 Yes Regional

474011 HSHW Construction and Building Inspectors 2.3 35 27.63$ 18.59$ 3 No Regional

119021 HSHW Construction Managers 1.44 49 $ 56.70 $ 28.11 4 No Regional

131051 HSHW Cost Estimators 1.78 649 $ 30.90 $ 20.89 4 No Regional

151141 HSHW Database Administrators 1.65 658 $ 40.74 $ 25.63 4 Yes State

319091 HSHW Dental Assistants 2.3 74 $ 19.39 $ 14.68 3 Yes Regional

292021 HSHW Dental Hygienists 2.28 973 $ 30.93 $ 23.34 4 Yes State

292032 HSHW Diagnostic Medical Sonographers 3.24 511 $ 30.76 $ 24.58 3 Yes State

572081 Drywall and Ceiling Tile Installers 0.62 34 $ 18.90 $ 14.20 3 No Regional

499051 HSHW Electrical Power Line Installers and Repairers 0.66 12 $ 24.25 $ 18.89 3 No Regional

472111 HSHW Electricians 1.8 129 $ 23.48 $ 15.19 3 No Regional

252021 HSHW Elementary School Teachers, Except Special Education 1.49 220 $ 28.45 $ 21.60 5 No Regional

512091 Fiberglass Laminators and Fabricators 1.51 39 $ 16.83 $ 13.49 3 Yes Regional

113031 HSHW Financial Managers 2.36 38 $ 64.27 $ 33.16 5 Yes Regional

332011 HSHW Firefighters 1.38 77 $ 24.62 $ 17.24 5 Yes Regional

371012 HSHW

First Line Supervisors of Landscaping and Groundskeeping

Workers 1.49 92 $ 29.07 $ 16.80 3 No Regional

471011 HSHW First Line Supervisors of Construction and Extraction Workers 1.91 143 $ 30.16 $ 21.02 4 No Regional

371011 First Line Supervisors of Housekeeping and Janitorial Workers 1.19 30 $ 19.07 $ 12.94 3 No Regional

531031 HSHW First Line Supervisors of Material Moving Vehicle Operators 1.2 1311 $ 28.32 $ 17.81 3 Yes State

491011 HSHW First Line Supervisors of Mechanics, Installers, and Repairers 1.15 80 $ 29.17 $ 19.51 3 No Regional

411012 HSHW First Line Supervisors of Non-Retail Sales Workers 1.1 72 $ 44.48 $ 21.95 4 Yes Regional

431011 HSHW First Line Supervisors of Office and Admin. Support Workers 1.58 246 $ 26.63 $ 17.14 4 Yes Regional

2017 Hourly Wage

2019-20 Local Targeted Occupations ListSorted by Occupational Title

FLDOE Training Code 3 (PSAV Certificate), 4 (Community College Credit/Degree), or 5 (Bachelor's Degree)

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SOC Code† HSHW†† Occupational Title† Growth Openings Mean Entry Code Industry? Source†††2017 Hourly Wage

511011 HSHW First Line Supervisors of Production and Operating Workers 0.77 81 $ 28.43 $ 19.63 3 Yes Regional

411011 First Line Supervisors of Retail Sales Workers 1.28 393 $ 21.74 $ 14.80 3 No Regional

119051 HSHW Food Service Managers 1.52 61 $ 37.16 $ 23.70 4 No Regional

111021 HSHW General and Operations Managers 1.68 166 $ 66.76 $ 27.84 4 Yes Regional

292099 Health Technologists and Technicians, All Other 2.38 948 $ 19.80 $ 12.98 3 Yes State

499021 HSHW Heating, A.C. And Refrigeration Mechanics and Installers 1.8 91 $ 17.94 $ 12.56 3 No Regional

533032 Heavy and Tractor-Trailer Truck Drivers 1.64 197 $ 17.21 $ 12.06 3 Yes Regional

131071 HSHW Human Resources Specialists 1.51 48 $ 27.68 $ 18.05 5 No Regional

499041 Industrial Machinery Mechanics 2.82 35 $ 22.35 $ 15.71 3 Yes Regional

413021 HSHW Insurance Sales Agents 1.81 77 $ 36.50 $ 18.64 3 Yes Regional

252012 HSHW Kindergarten Teachers, except Special Education 1.37 47 $ 27.23 $ 18.21 5 No Regional

292061 Licensed Practical and Licensed Vocational Nurses 2.09 114 $ 21.39 $ 17.42 3 Yes Regional

Not Provided Logistics Training 1.5 60 $ 16.50 $ 14.00 3 Yes Regional

514041 Machinists 2.06 35 $ 18.99 $ 14.23 3 Yes Regional

499071 Maintenance and Repair Workers, General 1.54 64 $ 15.57 $ 11.05 3 No Regional

131111 HSHW Management Analysts 2.42 83 $ 40.47 $ 18.67 5 Yes Regional

131161 Market Research Analysts and Marketing Specialists 2.79 44 $ 28.59 $ 15.18 5 Yes Regional

319011 Massage Therapists 2.79 49 $ 23.08 $ 14.81 3 No Regional

292012 Medical and Clinical Laboratory Technicians 2.46 618 $ 18.70 $ 12.94 4 Yes State

292011 HSHW Medical and Clinical Laboratory Technologists 1.81 811 $ 29.94 $ 24.24 4 Yes State

119111 HSHW Medical and Health Services Managers 2.51 47 $ 57.09 $ 33.39 5 Yes Regional

319092 Medical Assistants 3.08 215 $ 15.57 $ 12.74 3 Yes Regional

292071 Medical Records and Health Information Technologists 1.98 878 $ 20.04 $ 13.08 4 Yes State

436013 Medical Secretaries 2.56 87 $ 17.07 $ 13.22 3 Yes Regional

252022 HSHW Middle School Teachers, Exc. Special and Vocational Education 1.48 96 $ 30.29 $ 23.93 5 No Regional

493051 Motorboat Mechanics 2.34 10 $ 18.94 $ 13.58 3 No Regional

311014 Nursing Assistant 1.6 400 $ 12.47 $ 12.07 3 Yes Regional

472073 Operating Engineers/Construction Equipment Operators 2.04 93 $ 18.08 $ 15.55 3 No Regional

472141 Painters, Construction and Maintenance 1.88 119 $ 16.03 $ 13.18 3 No Regional

232011 HSHW Paralegals and Legal Assistants 2.32 47 $ 24.13 $ 17.39 3 Yes Regional

292041 Paramedics 3 10 $ 15.99 $ 12.87 4 Yes Regional

132052 HSHW Personal Financial Advisors 1.44 32 $ 62.78 $ 24.96 5 Yes Regional

372021 Pest Control Workers NR NR $ 18.08 $ 12.69 3 No Regional

29-2052 Pharmacy Technicians 1.91 88 $ 14.99 $ 11.44 3 No State

319097 Phlebotomists 2.59 1100 $ 14.94 $ 12.04 3 Yes State

312021 HSHW Physical Therapist Assistants 4.41 38 $ 33.03 $ 26.93 4 Yes Regional

472151 Pipe layers 3.01 10 $ 17.40 $ 12.83 3 Yes Regional

472152 Plumbers, Pipefitters, and Steamfitters 1.34 96 $ 20.96 $ 16.03 3 No Regional

333051 HSHW Police and Sheriff's Patrol Officers 1.26 71 $ 26.87 $ 19.55 3 No Regional

435031 Police, Fire and Ambulance Dispatchers 1.35 705 $ 19.53 $ 13.95 3 No State

119141 Property, Real Estate & Community Association Managers 1.6 3649 $ 29.01 $ 14.46 4 No State

292034 HSHW Radiologic Technologists 1.5 946 $ 26.00 $ 18.83 3 Yes State

41-9022 HSHW Real Estate Sales Agents 1.57 94 $ 30.46 $ 15.96 3 No Regional

291141 HSHW Registered Nurse 2.04 352 $ 28.22 $ 21.73 4 Yes Regional

291126 HSHW Respiratory Therapists 1.42 595 $ 27.60 $ 22.32 4 Yes State

472181 Roofers 2.74 48 $ 17.00 $ 12.67 3 No Regional

414012

Sales Representatives, Wholesale and Manufacturing, Except

Technical and Scientific Products 1.55 275 $ 32.97 $ 12.38 3 Yes Regional

414011 HSHW

Sales Representatives, Wholesale and Manufacturing, Tech and

Science Products 1.01 43 $ 39.94 $ 20.89 3 Yes Regional

414012 Sales Representatives, Wholesale and Manufacturing, Other 1.4 254 $ 34.75 $ 12.18 3 Yes Regional

252031 HSHW

Secondary School Teachers (Excludes Special and Vocational

Education) 1.49 104 $ 31.79 $ 25.34 5 No Regional

492098 Security and Fire Alarm Systems Installers 1.91 832 $ 20.75 $ 14.89 3 No State

Page 2 of 3

38 of 6631 of 54


SOC Code† HSHW†† Occupational Title† Growth Openings Mean Entry Code Industry? Source†††2017 Hourly Wage

472211 Sheet Metal Workers 1.66 315 $ 17.77 $ 12.52 3 No State

435071 Shipping, Receiving and Traffic Clerks 0.68 61 $ 17.36 $ 12.33 3 Yes Regional

151132 HSHW Software Developers, Applications 3.31 3903 $ 43.51 $ 27.98 4 Yes State

472221 Structural Iron and Steel Workers 3.64 15 $ 20.61 $ 16.29 3 Yes Regional

292055 Surgical Technologists 1.98 695 $ 20.79 $ 16.25 3 Yes State

173031 Surveying and Mapping Technicians 1.51 733 $ 19.30 $ 13.37 3 Yes State

259041 Teacher Assistants 1.64 44 $ 14.64 $ 11.70 3 Yes Regional

253097 Teachers and Instructors, All Other, Except Substitute Teachers 1.64 50 $ 20.47 $ 12.40 5 No Regional

472044 Tile and Marble Setters 3.48 13 $ 17.27 $ 11.28 3 No Regional

292056 HSHW Veterinary Technologists and Technicians 2.69 961 $ 15.62 $ 12.04 4 Yes State

151134 HSHW Web Developers 1.76 950 $ 29.89 $ 18.24 3 Yes State

514121 Welders, Cutters, Solderers, and Brazers 1.16 41 $ 18.58 $ 14.23 3 Yes Regional

†SOC Code and Occupational Title refer to Standard Occupational Classification codes and titles.††HSHW = High Skill/High Wage.†††Data Source:R = Meets regional wage and openings criteria based on state Labor Market Statistics employer survey data. Regional data are shown.S = Meets statewide wage and openings criteria based on state Labor Market Statistics employer survey data. Statewide data are shown.NR = Not releasable.EFI - Enterprise Florida, Inc.

Page 3 of 3

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AGENDA ITEM #9a

AGENDA ITEM SUMMARY

TITLE: Taylor, Hall, Miller and Parker (THMP) Monitoring Report STRATETIC GOALS: Effective Utilization of Current and Timely Operational Intelligence for all Stakeholders POLICY/PLAN/LAW: DEO Grantee/Sub-Grantee Agreement, CSRC Administrative Plan ACTION: CSRC staff will provide the Executive Committee with the preliminary

results of the monitoring completed by CSRC’s independent monitoring firm, Taylor, Hall, Miller and Parker (THMP) and the Florida Department of Economic Opportunity (DEO).

BACKGROUND: CSRC is responsible for monitoring all functions of administration and

program operations to ensure maximum effectiveness and efficiency of all management, programmatic and fiscal systems. Monitoring should ensure that abuses in program operations are identified in a timely manner, resulting in the prevention and/or elimination of any misuse of funds.

Per State requirements, CSRC conducts internal monitoring on a

scheduled basis. Various staff members with programmatic experience are utilized to ensure that programs are in compliance with federal/state/local regulations and policies. Internal monitoring is also completed to track performance, reach goals and provide for continuous improvement.

Through a competitive procurement process, CSRC also contracts with an

independent monitoring firm to review any potential programmatic and/or fiscal issues.

CSRC’s independent monitoring firm, THMP, completed a financial and

programmatic monitoring for the week ending February 27, 2020. SUPPORTING MATERIALS: Informational Only CONTACT: Tracey McMorris, Vice President of Operations [email protected] (866) 482-4473 x. 4528

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DRAFT OF MARCH 10, 2020

FOR MANAGEMENT DISCUSSION PURPOSES ONLY

1

CAREERSOURCE RESEARCH COAST

PROGRAM YEAR 2019-2020

FINANCIAL & PROGRAMMATIC MONITORING

AS OF FEBRUARY 27, 2020

REPORT #2

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1

Independent Accountants’ Report

On Applying Agreed-Upon Procedures

To the Board of Directors and Management of CareerSource Research Coast:

We have performed the procedures enumerated below in the attached sections, which were agreed to by the

management of CareerSource Research Coast (CareerSource), on the fiscal and programmatic records of

CareerSource as of February 27, 2020, for the program year ending June 30, 2020. CareerSource’s

management is responsible for the fiscal and programmatic records. The sufficiency of these procedures is

solely the responsibility of the management of CareerSource. Consequently, we make no representation

regarding the sufficiency of the procedures described below either for the purpose for which this report has

been requested or for any other purpose.

For reporting purposes, findings and observations are as follows:

Findings—These items reflect non-compliance with governing regulations, internal policies, or contractual

requirements and may illustrate questionable costs and/or problematic deficiencies in internal controls.

These items can also indicate ineffective or improper procedures, systems, and/or records maintenance.

Observations—These items may be proactive in nature and highlight specific situations where particular

changes may enhance customer service and program outcomes, strengthen internal controls or improve

financial information and documentation.

The procedures and associated findings and observations are detailed in the following sections:

I. CareerSource

II. WIOA Adult/DW

III. WIOA Youth

IV. Wagner-Peyser

V. Welfare Transition Program (WTP)

VI. Supplemental Nutrition Assistance Program (SNAP)

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2

This agreed-upon procedures engagement was conducted in accordance with attestation standards

established by the American Institute of Certified Public Accountants. We were not engaged to and did not

conduct an examination or review, the objective of which would be the expression of an opinion or conclusion,

respectively, on the fiscal and programmatic records. Accordingly, we do not express such an opinion or

conclusion. Had we performed additional procedures, other matters might have come to our attention that

would have been reported to you.

This report is intended solely for the information and use of Board of Directors and management of

CareerSource and is not intended to be and should not be used by anyone other than those specified parties.

March 10, 2020

wa

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3

I. CareerSource

One-Stop Operator

1. We inquired of CareerSource staff and inspected the quarterly reports prepared by CareerSource this

program year to substantiate and report the status of the following primary One-Stop Operator

responsibility roles:

• Coordinate the service delivery of participating One-Stop Partners

• Disclose conflicts of interest

• Establish firewalls

• Provide recommendations to improve coordination of services among Partners and continuous

improvement strategies

There were no findings identified as a result of applying the procedures above to the reports selected.

Observations:

As a result of applying the procedures to the documents provided, we observed the following that

should be addressed to improve the documentation associated with the One-Stop Operator:

1. As CareerSource is performing multiple functions by serving as the One-Stop Operator and

provider of services, proper conflict-of-interest policies and firewalls must be in place to

ensure transparency and integrity of the procurement process. The quarterly reports do not

address these requirements.

Recommendation:

A section should be added to the reports prepared to discuss established conflict-of-interest

policies and updates on any related-party procurements and established firewalls in place.

Example language was provided to staff during fieldwork.

Subrecipients

1. We reviewed the following audit reports submitted by CareerSource’s subrecipients:

• Eckerd Youth Alternatives Inc. – June 30, 2019

There were no findings or observations identified as a result of applying the procedures above to the

sample selected.

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Financial Review

1. We randomly selected the accounts payable account bank statement and reconciliation for the month

ended January 31, 2020, and performed the following:

a. Confirmed whether the bank account was reconciled and reviewed in a timely manner.

b. Traced the reconciled bank balance to the general ledger.

c. Mathematically checked the clerical accuracy of the reconciliation.

d. Compared the bank balance listed on the reconciliation to the bank statement.

e. Traced a random sample of deposits listed on the bank statement to the bank transfer from

the Business Checking Account.

f. Traced a random sample of deposits into the Business Checking Account to supporting

documentation.

g. For a random sample of the cleared check images included with the bank statement:

1) agreed the payee, check date and amount per the cancelled check image to the check

register; and

2) determined whether the endorsement agreed to payee or the bank guaranteed lack of

endorsement.

h. For the list of outstanding checks, traced the check number and amount to the check register.

i. Accounted for the sequence of checks listed in the check register for January by tracing the

check number to the bank statement or the list of outstanding checks, or by examining the

voided check.

j. Inquired about any large or unusual outstanding checks that were outstanding for a period of

time.

k. Completed the section of the DEO monitoring tool related to cash management.


sample selected.

2. We randomly selected the payroll register for the pay period ended January 17, 2020 (pay date

1/24/2020), selected a random sample of employees, and determined whether:

a. check/direct deposit data agreed to payroll register,

b. gross pay recalculated and deductions appeared reasonable,

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5

c. leave was properly approved and tracked and agreed to the Personnel Activity Reports

(PARs),

d. PARs were properly signed and approved,

e. the pay rate for the employee was authorized,

f. payroll allocation percentages recalculated and traced to supporting PARs,

g. costs were properly allocated and classified,

h. a sample of costs traced to general ledger postings,

i. for 401(k) contributions per the payroll register:

1) employee deferrals traced to the 401(k) enrollment/election form,

2) employer match was in accordance with CareerSource’s 401(k) Retirement Plan, and

3) contributions were paid in an accurate and timely manner.

j. payroll taxes per the payroll register agreed to the payroll tax deposit.


sample selected.

3. We obtained CareerSource’s Cost Allocation Plan (CAP) and randomly selected the One-Stop

Career Center Pool (Fund 83) for the month of January 2020, and performed the following:

a. Traced allocation bases to supporting documentation, including the supporting time summary

and/or DEO staffing reports.

b. Recalculated cost pool allocation base percentages.

c. Traced allocable cost data to supporting documentation and accounting general ledger.

d. Recalculated month-end allocations and traced to the general ledger.


month selected.

4. We randomly selected the January 2020 indirect costs recovery calculation, obtained CareerSource’s

approved indirect cost rate and Indirect Cost Rate Plan (ICRP), and inspected these records to

determine whether:

a. modified total direct costs (MTDC) were correctly calculated by fund,

b. the approved indirect cost rate was being applied to determine chargeable indirect costs, and

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6

c. indirect costs were properly posted in the general ledger by fund.

There were no findings identified as a result of applying the procedures above to the month selected.

Observations:

As a result of applying the procedures to the month selected, we observed the following that should

be addressed to improve the indirect costs recovery calculation:

1. The funding decisions for direct costs and their proportion of indirect costs were applied after

the indirect cost rate (ICR) recovery calculation and posting. Since the direct cost funding

decisions do not contain a designation of whether the costs are to be included or excluded

from modified total direct costs (MTDC), this may cause difficulty in ensuring indirect costs

are correct by fund, particularly if there is a change in the indirect cost rate or at the time of

true-up at fiscal year-end. Funding decisions are typically made to direct costs prior to

applying the ICR recovery to ensure that indirect costs recalculate for each fund. If not

processed in this manner, there needs to be a method of identifying whether the costs moved

should be included or excluded from MTDC for applying the indirect cost rate.

Recommendation:

CareerSource finance should review the above comment and take action as determined

necessary to ensure funding decisions are clear and accurate. Furthermore, CareerSource

finance should ensure the true-up at year end properly accounts for funding decisions.

Customer-Related Expenditures

1. We selected a random sample of 12 occupational skills training and training-related payments from

the period ended February 27, 2020, obtained the supporting documentation for each disbursement,

and determined whether:

a. check data agreed to supporting documentation;

b. the check contained authorized signatures and endorsement agreed to payee, or bank

guaranteed lack of endorsement, if applicable;

c. the disbursement was supported by proper documentation and approval;

d. the cost was allowable, reasonable, and necessary;

e. the cost was properly allocated and classified;

f. the payment traced to Gazelle and the general ledger;

g. the customer was registered in the appropriate State system, and the system reflected the

appropriate activity/service;

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7

h. the training vendor appeared on the approved training vendor list, an agreement was

executed with the training provider, and the cost was incurred for a demand occupation; and

i. the total training budget does not exceed program caps, and the budget is correctly reflected

in Gazelle (if applicable).


sample selected.

2. We selected a random sample of two WIOA On-the-Job Training (OJT) reimbursement requests from

PY19-20, and performed the following:

a. Confirmed the mathematical accuracy.

b. Determined whether the amount invoiced/reimbursed agreed with the OJT agreement/

training plan.

c. Determined whether appropriate documentation as required by the contract/agreement was

submitted to support payment.

d. For the customers included on the invoice, we determined whether:

1. the customer was properly registered in Employ Florida (EF);

2. an OJT activity was recorded; and

3. the employment wage rate at case closure agreed with the information provided by the

employer, if applicable.

e. Traced the payment to the general ledger.

f. Traced the payment to the cancelled check.

Whiticar Boatworks Inc. (ck# 79815, $1,032.76)

Adams Media Group (ck# 79743, $753.10)


sample selected.

Support Service Cards

1. Through inquiry of CareerSource staff, we obtained an understanding of the current support service

cards purchasing, issuance, tracking and reconciliation processes utilized.

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8

2. We selected a random sample of 10 WTP customers receiving support service cards during this

program year to determine whether the service and amounts were properly documented in OSST

and Gazelle, supported by appropriate documentation and agreed to the issuance per the Master

Tracking Log Spreadsheet.

3. We observed the inventory on-hand per the Master Tracking Log on February 27, 2020.


sample selected.

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9

II. WIOA Adult/DW

File/System Review

1. We selected a random sample of 11 WIOA Adult, Dislocated Worker, and Special Project customers

from enrollments in Employ Florida (EF) during PY18-19 and 19-20 and inspected customer files and

EF for evidence of eligibility and program documentation, using information on DEO’s 2019-2020

WIOA Adult/DW Programmatic Review Tool.

There were no findings identified as a result of applying the procedures above to the sample selected.

Observations:

As a result of applying the procedures to the sample selected, we observed the following that should

be addressed to improve case management, case file documentation and system information:

1. Customer F.S. (EF ID# 12187633) was placed in a training activity, yet no Individual

Employment Plan (IEP) was created by the career planner.

Recommendation:

Staff should create an IEP for this customer as soon as possible.

2. For C.H. (EF ID# 15359560), the Support Service-Other activity was selected in EF to reflect

transportation assistance provided rather than the Support Service-Transportation activity.

Recommendation:

EF should be updated to reflect the correct support service activity for this customer.

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10

III. WIOA Youth

File/System Review

1. We selected a random sample of eight WIOA Youth customers served by Eckerd Connects Inc. from

enrollments in Employ Florida (EF) during PY19-20 and inspected customer files and EF for evidence

of eligibility and program documentation, using information on DEO’s 2019-2020 WIOA Youth

Programmatic Review Tool.

Findings:

There were no findings identified as a result of applying the procedures above to the sample selected,

except for:

1. For in-school youth A.M. (EF ID# 15344679), low-income eligibility was deemed not

applicable; however, income eligibility must be addressed for all in-school youth. The

household’s annualized family income (AFI) was recorded as $0 on the WIOA application in

EF, and no income information was obtained.

Recommendation:

Staff should attempt to obtain household income information in order to perform an AFI

calculation to properly determine WIOA Youth eligibility as either low-income eligible or a 5%

exception. The application in EF should be updated as appropriate.

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11

IV. Wagner-Peyser

Services Review

1. We selected a random sample of 15 Wagner-Peyser customers from Employ Florida (EF) and

inspected documentation in EF for the period November 1, 2019, through February 24, 2020, to

determine whether proper procedures were followed and the services provided were properly

documented, using DEO’s 2019-2020 Wagner-Peyser Programmatic Review Tool.

Findings:

There were no findings identified as a result of applying the procedures above to the sample selected,

except for:

1. For the following newly created staff-assisted customer registrations, there was no case note

documenting the customer’s permission to create the account in EF as required by

CareerSource Florida (CSF) Policy #096 or the permission was documented subsequent to

the registration:

Customer EF ID#

M.L. 15422239

A.P. 15395402

Recommendation:

Staff should ensure they follow the requirements of CSF Policy #096, which became effective

May 2019, that requires the customer’s permission to create the EF account for staff-assisted

registrations.

2. For R.C. (EF ID# 15421074), whose Wagner-Peyser participation was initiated, a complete

registration was not documented in EF.

Recommendation:

Staff should ensure they follow the requirements of CSF Policy #096, which became effective

May 2019, that requires full registrations for customers in EF prior to receiving services.

Observations:

As a result of applying the procedures to the sample selected, we observed the following that should

be addressed to improve case management, case file documentation and system information:

1. For the following customer, a placement service code 750 was recorded, but the case note

did not address all required elements:

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12

Customer EF ID# Job Order

J.P. 9157783 11055712

Recommendation:

When recording a placement, staff should ensure that the following information is case-noted

in EF:

• Customer’s name

• Employer’s name

• Reliable source of verification

• Start date

2. For the following customers, a job development service code 123 was recorded, but the case

note did not address all required elements:

Customer EF ID#

J.C. 15174394

M.T. 15083157

D.M. 14504445

Recommendation:

In the future, staff should ensure that the following is information is case-noted in EF:

• Employer’s name

• Employer’s phone number

• Employer’s address

• Date of contact

• Position/title of job

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V. Welfare Transition Program (WTP)

File/System Review

1. We selected a random sample of 15 cases that were active in the Welfare Transition Program (WTP)

during the period November 1, 2019, through February 27, 2020, and utilized information on the 2019-

2020 WTP Monitoring Tool developed by DEO to inspect the State system (OSST) and case files for

evidence of compliance.


Observations:

1. As a result of applying the procedures to the sample selected, we observed the following

issues that should be addressed to improve case management, case file documentation and

system information:

IRPs

• Signed IRPs/ARPs in the case files contained inappropriate or non-specific employment

goals (e.g., Medical Deferral, Management).

Customer OSST ID#

N.D. 1975261

L.F. 19691

• The signed IRP in the case file for customer S.G. (OSST ID# 4537973) reflected a gap

in work activity assignments.

Case Management

• A 30-day follow-up was missing from the OSST Employment Follow-Up Record for

customer R.B. (OSST ID# 4536500).

• The case for customer L.F. (OSST ID# 19691) did not contain the correct provider

information in OSST for the CSWE worksite.

Pre-penalties and Sanctions

• A pre-penalty was not initiated in a timely manner for customer M.P. (OSST ID#

4530461).

• A sanction was requested prior to the end of the 10-day conciliation period for customer

B.A. (OSST ID# 4404193).

• Incorrect pre-penalty termination dates were entered in OSST. Upon demonstrated

compliance, the pre-penalties should have been terminated with the date that the

customers agreed to comply.

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Customer OSST ID#

M.W. 1937882

R.B. 4536500

• An incorrect sanction level was requested and imposed for customer L.F. (OSST ID#

19691).

• Staff failed to follow-up with DCF to ensure timely imposition of an auto-sanction for

customer T.H. (OSST ID# 4524322).

Recommendation:

Specific details related to the observations are noted by case on the THMP monitoring work

papers provided to CareerSource. In an effort to promote continuous improvement, case

managers, supervisors and management should review the above comments, as well as

work papers provided to CareerSource, and take action to improve WTP case management,

file documentation, and system information.

Additionally, WTP case managers should ensure that they are using case management

techniques that are focused on meeting participation. There should be no gaps in work

activity assignments, and IRPs should be updated with any changes to the required elements

so that staff can continue to hold customers accountable for lack of participation. Once

initiated, the penalty process should be worked in an accurate and timely manner so that the

negative impact upon participation is minimal.

2. We selected a random sample of five cases that were listed as Transitional in the Welfare Transition

Program during the period November 1, 2019, through February 27, 2020, and utilized information

on the 2019-2020 WTP Monitoring Tool developed by DEO to inspect case files and determine

whether customers were eligible for the transitional services provided and cases were properly

processed.


sample selected.

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15

VI. Supplemental Nutrition Assistance Program (SNAP)

File/System Review

1. We inspected a random sample of five cases that were active in the Supplemental Nutrition

Assistance Program (SNAP) during the period November 1, 2019, through February 24, 2020, and

utilized the SNAP local operating procedures, the SNAP Florida State Plan for Federal Fiscal Year

2019, and the 2019-2020 SNAP Monitoring Tool developed by DEO to inspect the State system

(OSST) and case files for evidence of compliance.


Observations

1. As a result of applying the procedures to the sample selected, we observed the following that

should be addressed to improve case management, case file documentation and system

information:

JPRs

• Job contacts in myTESS were not reported as participation in the corresponding Job

Search JPR month for participant R.G. (OSST ID# 4180185). Although the case

manager queried Alison to determine if there were Education participation hours, there

was no evidence that the case manager verified if there were job contacts in myTESS.

• Job contact hours were reported in the correct JPR month but not in the correct Job

Search JPR week during the month based on the contact date.

Participant OSST ID#

D.L. 4205567

L.V. 3466014

• Education hours were reported in the correct JPR month but not in the correct JPR week

during the month based on the Alison queries in the case file for participant R.G. (OSST

ID# 4180185).

Engagement

• The case for participant L.V. (OSST ID# 3466014) was reopened in OSST by FLORIDA

on 1/18/2020; however, the participant has not been engaged, and there are no open

activities in OSST. This case was not detected by the Region because the 599 activity

was not generated and the reopen alert was auto‐confirmed by OSST.

Case Management

• There was a lack of timely follow‐up on the due dates for participation documentation for

participant R.G. (OSST ID# 4180185).

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Sanctions

• The sanction request initiated for failure to complete the NOMP requirements was lifted

when participant D.L. (OSST ID# 4205567) completed the NOMP requirements

(orientation and assessment and scheduled the Appointment Activity); however, local

policy currently requires that the participant also attend the appointment activity prior to

lifting the sanction.

Recommendation:

Specific details related to the observations are noted by case on the THMP monitoring work

papers provided to CareerSource. In an effort to promote continuous improvement, case

managers, supervisors and management should review the above comments, as well as

work papers provided to CareerSource, and take action to improve SNAP case management,

file documentation, and system information. SNAP case managers should ensure cases are

properly processed and information is correctly recorded into OSST. Management should

review the local SNAP Sanction policy to determine whether sanction lift requirements should

be modified and ensure that case managers have a consistent understanding of, and follow,

the policy.

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AGENDA ITEM #9b

AGENDA ITEM SUMMARY TITLE: CareerSource Research Coast Services Update STRATEGIC GOAL: Administration & Strategic Planning POLICY/PLAN/LAW: Workforce Innovation & Opportunity Act: Role of LWDB’s BACKGROUND: At this time, it is the recommendation that all CSRC career centers

and the administrative office are to remain closed to the public at least until such time as our school districts re-open or we re-evaluate at our April Executive Committee Meeting.

We are in full virtual services mode now using our website as the driver for service delivery. Re-employment seems to be the issue at the moment as the State system continues to struggle with the shear call volume. DEO is looking at options by providing some access to the local boards to provide some assistance.

STAFF RECOMMENDATION: Review Information Update SUPPORTING MATERIALS: N/A BOARD STAFF: Brian Bauer, President/CEO


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AGENDA ITEM #9c

AGENDA ITEM SUMMARY TITLE: CareerSource Research Coast Services Update STRATEGIC GOAL: Administration & Strategic Planning POLICY/PLAN/LAW: Workforce Innovation & Opportunity Act: Role of LWDB’s BACKGROUND: As the COVID-19 pandemic continues, updates and developments

relating to the CareerSource Florida network and our local workforce development area have been sent out to the CSRC Board of Directors, Treasure Coast Workforce Consortium, and city officials.

STAFF RECOMMENDATION: Information Update SUPPORTING CSRC Services Update: MATERIALS: - Reemployment

- Virtual Services BOARD STAFF: Brian Bauer, President/CEO


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As we move into the 3rd week of pandemic, here are some recent updates and developments relating to the CareerSource Florida network and our local workforce development area.

1. CSRC has completed the transition to virtual services. Our online virtual workshop classes started yesterday, March 12, 2020. The CSRC team is in full virtual services mode and able to offer a majority of services normally available at our career centers.

2. Inbound call traffic is increasing, and we are working with our telecom provider to find the most efficient and effective means for taking calls with our goal of making sure that every call is handled timely.

3. Community frustrations are growing with respect to the State’s online reemployment system, CONNECT. Last week, the Governor released Governor’s Order 20-93. In this order, it outlines the Department of Economic Opportunity’s plan to release a paper reemployment application that has been developed in English, Creole and Spanish. Claimants may now print, complete and mail the application to: Florida Department of Economic Opportunity PO Box 5350 Tallahassee, FL 32314-5350.

The CareerSource Florida network is assisting DEO by placing printed copies of these applications at the front doors of our career centers and the Administrative office. I ask you to please share this link: http://www.floridajobs.org/Reemployment-Assistance-Service-Center/reemployment-assistance/claimants/rapaperapplication. The online employment portal is also available as it continues to receive technology upgrades, as well as additional staff reassigned from other State agencies for the reemployment assistance hotline. Please see link to article below: https://knowherenews.com/tc/event/AXFRQjYh76aOtLKIryB-?origin=newsletter&referral_code=1QUPT5XBEYXUN I want the Board members to know the CSRC team is doing everything possible to assist those who are having difficulties filing a claim, but the staff are very limited in what assistance DEO allows. At this time, we have been given the ability to reset PIN

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numbers and review the status of a claim. CSRC staff are not able to process a claim for an individual. The same system barriers felt by individuals are felt by the staff as well. Rest assured, CSRC will do its best to assist as best we can. DEO has started to prepare and provide CSRC with local unemployment information. While not true unemployment rates are available for our area, the number of claims filed is an indicator of those who are unemployed in our communities. Please see information below, which are March numbers.

Intrastate Initial Claims

Indian River, Martin and St. Lucie Counties

Week Ending

County March 14,

2020 March 21,

2020 March 28,

2020

Indian River 30 404 1,483

Martin 25 385 1,428

St. Lucie 83 846 3,220

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executive committee agenda · 4/17/2020 · agenda item #3 agenda item summary title: review and...

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