Vision A proactive, nimble organization that responds to ......Suite 301 Conference Room UVA Research Park 1001 Research Park BLVD : Charlottesville, VA 22911 (434) 979-5610

VCW PIEDMONT COUNCIL MEETING AGENDA Serving Albemarle ~ Charlottesville ~ Culpeper~ Fauquier ~ Fluvanna ~ Greene ~ Louisa ~ Madison ~ Nelson ~ Orange ~

Rappahannock

VCW Piedmont Council Meeting Wednesday, March 11, 2020 1:00 PM- 2:30 PM Suite 301 Conference Room

UVA Research Park 1001 Research Park BLVD Charlottesville, VA 22911

(434) 979-5610Mission

To be a proactive partner with employers and economic development leaders by providing a qualified workforce that meets current and future job demand.

Vision A proactive, nimble organization that responds to the needs of employers.

Lee Frame Council Chair

Helen Cauthen Executive Director

Alexa Fritz Vice Chair

Sarah Morton Workforce Development Director

AGENDA ITEMS

Item # and Description Presenter Action Time

I. Call to Order/Roll Call/Introductions Lee Frame Action by Chair

1:00

II. Determination and Announcement of Quorum Lee Frame Action by Chair

III. Opportunity for Public Comment Lee Frame Discussion

IV. Consent Agendaa) December 11, 2019 Council Meeting Minutes Lee Frame

Helen Cauthen

Vote 1:05

V. Fiscal Agent Reports and Financialsa) Financial Reports as of January 31, 2020b) Locality Budget Request Update

Rahul Maitra

Helen Cauthen

Vote

Information

1:10

VI. New Membersa) Vice Mayor, Heather Hill, Charlottesville City

Lee Frame Vote 1:30

1

*Next Quarterly Meeting June 10, 2020

Americans with Disabilities Act: In accordance with the Americans with Disabilities Act, the PWDB will make reasonable efforts to accommodate persons with qualified disabilities. If you require accommodation, please contact Helen Cauthen, EO Officer at [email protected]| (434) 979-5610 | TDD/TTY Dial 7-1-1 Toll-free. Requests for assistance should be made at least three business days in advance of the meeting.

Supervisor, Kathy Campbell, Culpeper County Supervisor. Board Appointments b) Phyllis Savides – represents DSS in Albemarle

County. Phyllis is a licensed clinical social worker,serving with ACDSS for 4 ½ years. She’s committedto being an active partner on VCW-Piedmontboard.

c) Laura Amdusky, represents Career & TechnicalRepresentative Director of Talent Acquisition, UVAMedical Center. Laura has almost 30 years of HRexperience, with 24 years at Sentara (Norfolk). Shejoined the UVA HR team this past August.

d) Linda Copland, is a principal of a woman-ownedhealthcare education company since March 2008Cardinal Institute for Health Careers is certified bythe Commonwealth's State Council of HigherEducation (SCHEY) and offers programs approvedby the Virginia Board of Nursing, as well as theVirginia Department of Medical AssistanceServices (DMAS).

VII. Documents to be Approveda) Fiscal Agent Agreementb) Equal Opportunity

Helen Cauthen Vote 1:40

VIII. Goodwill Updatea) Performance PY2019 Annual Performance Status

LWDA6b) One-Stop Updates

Mary Ann Gilmer

Marty Bywaters Baldwin & Tom Gillette

Information 1:50

IX. SWOT Analysis Findings Sarah Morton Information 2:10

X. Adjournment Lee Frame 2:30

2

VCW – Piedmont Council Meeting Minutes

December 11, 2019; 1:00 PM - 2:30 PM UVA Research Park, Town Center Two

1001 Research Park Blvd, 3rd Floor Conference Room Charlottesville, VA 22911

VCW - PIEDMONT COUNCIL PROGRAM YEAR 2019 (JULY 2019 – JUNE 2020) COUNCIL MEMBERS ATTENDED QUARTERLY MEETINGS Sep 2019 Dec - 2019 Mar - 2020 June - 2020 Lee Frame - Chair X X Alexa Fritz Amber Foster Ann Mallek Fitzgerald Barnes Holder Trumbo, Jr. Kathy Galvin X Marie Durrer Ned Galloway Ron Frazier X X Thomas Bruguiere, Jr. Tony O’Brien X PWDB Chair PWDB STAFF Monica Long X Helen Cauthen X X Candace Spence X Stephanie Boynton X X OTHER GUESTS Melanie Blosser X Bo Bundrick X John Baldino X Laura Duckworth X Lisa Rengers (speaker) X

I. Welcome & Introductions

Chair Lee Frame called the meeting to order at 1:05 PM and directed welcome and introductions.

II. Determination and Announcement of Quorum (30%) It was noted that a quorum was present.

III. Opportunity for Public Comment

No public comments were made. 3

IV. Consent Agenda

Chair Lee Frame presented the consent agenda including: a. September 17, 2019, Piedmont Workforce Development Council Meeting Minutes

Motion by Ron Frazier to approve as presented. Second by Kathy Galvin. Motion carried unanimously. b. Financial Reports through October 2019 – Stephanie Boynton presented financial reports.

Motion by Kathy Galvin to approve as presented. Second by Tony O’Brien. Motion carried unanimously. c. Budget Modifications

Budget increase is necessary to support new Workforce Director and Finance Director positions. Allotment from workforce budget for finance director is 20 hours per week. Motion to approve budget modification, including up to $8K for search, by Kathy Galvin. Second by Tony O’Brien. Motion carried unanimously.

V. Fiscal Agent Reports and Financials

a. Cost Allocation Plan Policy – Helen Cauthen presented the Cost Allocation Plan Policy that was approved at the November 8, 2019 Executive Committee meeting.

b. Culpeper County Budget Request for approval – Helen Cauthen presented Culpeper’s Request for Community Assistance Application

c. Locality Budget Request Update – Helen Cauthen reported on budget requests submitted on behalf of VCW-Piedmont.

VI. Board Appointments

a. Phyllis Savides – represents DSS in Albemarle County b. Laura Amdusky, Career & Technical Representative; Director of Talent Acquisition, UVA Medical Center

General discussion: Need to fully assess current board member commitment before adding new board members.

Workforce director will reach out to Emily Dyer, who hasn’t been attending meetings, to see if she’s willing to vacate her seat. If so, Laura Amdusky, as a private sector representative, could replace Emily. Council decided to table further discussion about board appointments pending the new Workforce Director’s onboarding.

VII. Administrative

a. Personnel Update – Helen presented a brief update on a potential Workforce Director candidate, as well as the status of the CVPED Finance Director position.

b. Area 6 Board Report on Performance for PY19-October 2019 – Helen presented a summary of the PY19 performance.

c. PY2018 Annual Performance Status LWDA6 – Helen presented a summary of the PY18 annual performance status.

VIII. Guest Presentation a. Lisa Rengers, Chair/Case Manager at the Louisa Re-Entry Council spoke about their Re-Entry program

IX. Other Business

X. Next Quarterly Meeting

Next meeting date is March 11, 2020, 1:00-2:30 pm. XI. Adjournment

There being no other business, Chair Lee Frame adjourned the meeting at 2:30 PM.

4

Virginia Career Works ‐ Piedmont Region

Statement of Financial Position

As of January 31, 2020

Jan 31, 2020 Feb 27, 2020

ASSETS

Current Assets

Checking/Savings

10002 ∙ PWN‐VNB 50,156.59 153,012.62

10009 ∙ Federal Funds 82,399.95 5,149.51

Total Checking/Savings 132,556.54 158,162.13

Accounts Receivable

13011 ∙ Comm & data receivable 318.27 ‐99.3013012 ∙ Rent Receivable 225.45 4,934.71

13015 ∙ Grants Receivable 120,769.87 38,898.13

13017 ∙ Due from Central VA Partnership 16,670.25 0.00

13018 ∙ Locality Funding Receivable 47,489.50 0.00

Total Accounts Receivable 185,473.34 43,733.54

Other Current Assets

12000 ∙ Undeposited Funds ‐39,861.66 0.00

12200 ∙ Prepaid Expenses 7,638.04 7,638.04

Total Other Current Assets ‐32,223.62 7,638.04

Total Current Assets 285,806.26 209,533.71

TOTAL ASSETS 285,806.26 209,533.71

LIABILITIES & EQUITY

Liabilities

Current Liabilities

Accounts Payable

20000 ∙ Accounts Payable 114,068.80 25,198.34

20007 ∙ Due to Central VA Partnership 27,069.85 18,200.20

Total Accounts Payable 141,138.65 43,398.54

Other Current Liabilities

28000 ∙ Unearned Revenue ‐ PD10 94,612.57 77,942.32

28100 ∙ Unearned Rev ‐ PD9 116,633.51 116,633.51

28200 ∙ Unearned Revenue ‐ Other 4,517.13 4,517.13

Total Other Current Liabilities 215,763.21 199,092.96

Total Current Liabilities 356,901.86 242,491.50

Total Liabilities 356,901.86 242,491.50

Equity

32000 ∙ Unrestricted Net Assets 4.38 4.38

Net Income ‐71,099.98 ‐32,962.17Total Equity ‐71,095.60 ‐32,957.79

TOTAL LIABILITIES & EQUITY 285,806.26 209,533.71

5


Statement of Income and Expense

July 2019 through January 2020Adult ‐ PD10 Adult ‐ PD9

Jul '19 ‐ Jan 20 Budget % of Budget Jul '19 ‐ Jan 20 Budget % of Budget

Ordinary Income/Expense

Income

01700 ∙ Intercompany Transfer 0.00 0.00

41000 ∙ Local Government Revenues 0.00 0.00

43000 ∙ Federal Revenues

43110 ∙ WIOA Adult 91,809.00 312,884.00 29.34% 47,489.88 209,924.00 22.62%

43120 ∙ WIOA Dislocated Worker 0.00 0.00

43130 ∙ WIOA Youth 0.00 0.00

43140 ∙ WIOA Administration 0.00 0.00

Total 43000 ∙ Federal Revenues 91,809.00 312,884.00 29.34% 47,489.88 209,924.00 22.62%

45000 ∙ Reimbursements & Fees

45120 ∙ Rent reimbursement 0.00 0.00

45130 ∙ Comm & data reimbursement 0.00 0.00

Total 45000 ∙ Reimbursements & Fees 0.00 0.00

Total Income 91,809.00 312,884.00 29.34% 47,489.88 209,924.00 22.62%

Gross Profit 91,809.00 312,884.00 29.34% 47,489.88 209,924.00 22.62%

Expense

50000 ∙ Operating Expenses

01500 ∙ Continuous Charges 0.00 0.00

50001 ∙ Inter‐company clearing account 0.00 0.00

51000 ∙ Personnel expenses 43,330.95 88,935.31 48.72% 28,904.65 65,518.40 44.12%

53000 ∙ Non‐personnel operating expense

52100 ∙ Contractual Services 8,058.86 13,666.55 58.97% 0.00

53100 ∙ Office supplies and services 82.63 480.00 17.22% 150.89 1,730.15 8.72%

53200 ∙ Facility and equipment 10,933.77 7,663.80 142.67% 282.90 3,184.41 8.88%

53220 ∙ Equipment 0.93 400.00 0.23% 1.10 55.83 1.97%

53300 ∙ Travel 108.06 1,200.00 9.01% 802.94 1,000.00 80.29%

53400 ∙ Insurance 0.00 0.00

53500 ∙ Business exp & service charges 0.00 130.00 0.0% 0.00 21.71 0.0%

53600 ∙ Staff support and development 0.00 10.00 0.0% 0.00 883.64 0.0%

53800 ∙ Outreach and marketing 0.00 0.00 340.40 0.0%

Total 53000 ∙ Non‐personnel operating expense 19,184.25 23,550.35 81.46% 1,237.83 7,216.14 17.15%

Total 50000 ∙ Operating Expenses 62,515.20 112,485.66 55.58% 30,142.48 72,734.54 41.44%

54200 ∙ Participant services

54240 ∙ Adult & DLW Training (40% req) 27,104.42 198,908.34 13.63% 14,380.26 136,989.46 10.5%

54255 ∙ Other supportive services 104.50 1,500.00 6.97% 471.10 200.00 235.55%

54260 ∙ Youth elements 0.00 0.00

54200 ∙ Participant services ‐ Other 0.00 0.00

Total 54200 ∙ Participant services 27,208.92 200,408.34 13.58% 14,851.36 137,189.46 10.83%

Total Expense 89,724.12 312,894.00 28.68% 44,993.84 209,924.00 21.43%

Net Ordinary Income 2,084.88 ‐10.00 ‐20,848.8% 2,496.04 0.00 100.0%

Net Income 2,084.88 ‐10.00 ‐20,848.8% 2,496.04 0.00 100.0%

59% of the year

7 months reporting6



July 2019 through January 2020

Ju


Income

01700 ∙ Intercompany Transfer

41000 ∙ Local Government Revenues


43110 ∙ WIOA Adult

43120 ∙ WIOA Dislocated Worker

43130 ∙ WIOA Youth

43140 ∙ WIOA Administration

Total 43000 ∙ Federal Revenues


45120 ∙ Rent reimbursement

45130 ∙ Comm & data reimbursement

Total 45000 ∙ Reimbursements & Fees

Total Income

Gross Profit

Expense


01500 ∙ Continuous Charges

50001 ∙ Inter‐company clearing account

51000 ∙ Personnel expenses


52100 ∙ Contractual Services

53100 ∙ Office supplies and services

53200 ∙ Facility and equipment

53220 ∙ Equipment

53300 ∙ Travel

53400 ∙ Insurance

53500 ∙ Business exp & service charges

53600 ∙ Staff support and development

53800 ∙ Outreach and marketing

Total 53000 ∙ Non‐personnel operating expense

Total 50000 ∙ Operating Expenses


54240 ∙ Adult & DLW Training (40% req)

54255 ∙ Other supportive services

54260 ∙ Youth elements

54200 ∙ Participant services ‐ Other

Total 54200 ∙ Participant services

Total Expense

Net Ordinary Income

Net Income

Dislocated Worker ‐ PD10 Dislocated Worker ‐ PD9

Jul '19 ‐ Jan 20 Budget % of Budget Jul '19 ‐ Jan 20 Budget % of Budget Ju

0.00 0.00

0.00 0.00

0.00 0.00

24,333.13 90,203.00 26.98% 25,574.34 61,513.00 41.58%

0.00 0.00

0.00 0.00

24,333.13 90,203.00 26.98% 25,574.34 61,513.00 41.58%

0.00 0.00

0.00 0.00

0.00 0.00

24,333.13 90,203.00 26.98% 25,574.34 61,513.00 41.58%

24,333.13 90,203.00 26.98% 25,574.34 61,513.00 41.58%

0.00 0.00

0.00 0.00

12,960.07 18,200.29 71.21% 20,001.32 32,375.68 61.78%

5,372.56 11,666.55 46.05% 0.00

102.90 550.00 18.71% 38.15 611.76 6.24%

2,540.20 3,800.00 66.85% 218.01 2,464.30 8.85%

0.89 425.00 0.21% 1.08 42.39 2.55%

36.66 600.00 6.11% 559.63 750.00 74.62%

0.00 0.00

0.00 0.00

0.00 0.00 598.45 0.0%

0.00 0.00 0.0% 0.00 52.36 0.0%

8,053.21 17,041.55 47.26% 816.87 4,519.26 18.08%

21,013.28 35,241.84 59.63% 20,818.19 36,894.94 56.43%

1,965.08 51,961.16 3.78% 1,435.00 24,426.34 5.88%

95.00 3,000.00 3.17% 0.00 191.72 0.0%

0.00 0.00

0.00 0.00

2,060.08 54,961.16 3.75% 1,435.00 24,618.06 5.83%

23,073.36 90,203.00 25.58% 22,253.19 61,513.00 36.18%

1,259.77 0.00 100.0% 3,321.15 0.00 100.0%

1,259.77 0.00 100.0% 3,321.15 0.00 100.0%

59% of the year

7 months reporting7




Ju


Income













Total Income

Gross Profit

Expense









53220 ∙ Equipment

53300 ∙ Travel

53400 ∙ Insurance












Total Expense

Net Ordinary Income

Net Income

Youth ‐ PD10 Youth ‐ PD9

ul '19 ‐ Jan 20 Budget % of Budget Jul '19 ‐ Jan 20 Budget % of Budget Ju

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

44,716.88 143,225.08 31.22% 37,584.50 74,970.96 50.13%

0.00 0.00

44,716.88 143,225.08 31.22% 37,584.50 74,970.96 50.13%

0.00 0.00

0.00 0.00

0.00 0.00

44,716.88 143,225.08 31.22% 37,584.50 74,970.96 50.13%

44,716.88 143,225.08 31.22% 37,584.50 74,970.96 50.13%

0.00 0.00

0.00 0.00

28,513.88 11,539.22 247.1% 31,410.31 11,243.01 279.38%

3,357.85 9,666.55 34.74% 0.00

73.54 575.00 12.79% 161.59 370.00 43.67%

4,257.41 6,356.69 66.98% 372.88 854.09 43.66%

1.70 750.00 0.23% 1.55 20.00 7.75%

351.35 1,400.00 25.1% 1,180.76 1,300.00 90.83%

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

8,041.85 18,748.24 42.89% 1,716.78 2,544.09 67.48%

36,555.73 30,287.46 120.7% 33,127.09 13,787.10 240.28%

0.00 0.00

212.50 1,500.00 14.17% 0.00 200.00 0.0%

6,270.50 111,437.62 5.63% 1,554.82 60,983.86 2.55%

0.00 0.00

6,483.00 112,937.62 5.74% 1,554.82 61,183.86 2.54%

43,038.73 143,225.08 30.05% 34,681.91 74,970.96 46.26%

1,678.15 0.00 100.0% 2,902.59 0.00 100.0%

1,678.15 0.00 100.0% 2,902.59 0.00 100.0%

59% of the year

7 months reporting8




Ju


Income













Total Income

Gross Profit

Expense









53220 ∙ Equipment

53300 ∙ Travel

53400 ∙ Insurance












Total Expense

Net Ordinary Income

Net Income

One Stop Operator PWDB Administration

ul '19 ‐ Jan 20 Budget % of Budget Jul '19 ‐ Jan 20 Budget % of Budget Ju

0.00 0.00

0.00 29,988.76 63,031.57 47.58%

817.28 11,667.00 7.01% 669.09 6,817.64 9.81%

817.27 11,666.00 7.01% ‐421.82 6,831.54 ‐6.18%817.23 11,667.00 7.01% 613.61 6,832.63 8.98%

245.17 3,500.00 7.01% 47,634.33 78,864.38 60.4%

2,696.95 38,500.00 7.01% 48,495.21 99,346.19 48.81%

0.00 0.00

0.00 0.00

0.00 0.00

2,696.95 38,500.00 7.01% 78,483.97 162,377.76 48.33%

2,696.95 38,500.00 7.01% 78,483.97 162,377.76 48.33%

0.00 0.00

0.00 0.00

17,813.76 38,500.00 46.27% 81,510.26 124,419.85 65.51%

0.00 1,647.49 10,982.97 15.0%

0.00 149.71 1,429.69 10.47%

0.00 6,073.79 6,575.91 92.36%

0.00 3,079.73 5,238.57 58.79%

0.00 32.96 3,097.66 1.06%

0.00 3,068.00 3,199.21 95.9%

0.00 9.28 79.88 11.62%

0.00 500.00 5,554.02 9.0%

0.00 1,052.83 1,800.00 58.49%

0.00 15,613.79 37,957.91 41.13%

17,813.76 38,500.00 46.27% 97,124.05 162,377.76 59.81%

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

17,813.76 38,500.00 46.27% 97,124.05 162,377.76 59.81%

‐15,116.81 0.00 100.0% ‐18,640.08 0.00 100.0%

‐15,116.81 0.00 100.0% ‐18,640.08 0.00 100.0%

59% of the year

7 months reporting9




Ju


Income













Total Income

Gross Profit

Expense









53220 ∙ Equipment

53300 ∙ Travel

53400 ∙ Insurance












Total Expense

Net Ordinary Income

Net Income

Orange Satellite Facilities Pass‐Through

ul '19 ‐ Jan 20 Budget % of Budget Jul '19 ‐ Jan 20 Budget % of Budget J

0.00 0.00

340.01 21,640.00 1.57% 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 53,466.26 91,680.00 58.32%

0.00 2,657.64 3,600.00 73.82%

0.00 56,123.90 95,280.00 58.9%

340.01 21,640.00 1.57% 56,123.90 95,280.00 58.9%

340.01 21,640.00 1.57% 56,123.90 95,280.00 58.9%

0.00 0.00

0.00 0.00

11,588.67 20,740.00 55.88% 0.00

0.00 0.00

354.91 0.00

548.94 900.00 60.99% 56,123.92 95,280.00 58.9%

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

35.00 0.00

0.00 0.00

938.85 900.00 104.32% 56,123.92 95,280.00 58.9%

12,527.52 21,640.00 57.89% 56,123.92 95,280.00 58.9%

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00

12,527.52 21,640.00 57.89% 56,123.92 95,280.00 58.9%

‐12,187.51 0.00 100.0% ‐0.02 0.00 100.0%

‐12,187.51 0.00 100.0% ‐0.02 0.00 100.0%

59% of the year

7 months reporting10




Ju


Income













Total Income

Gross Profit

Expense









53220 ∙ Equipment

53300 ∙ Travel

53400 ∙ Insurance












Total Expense

Net Ordinary Income

Net Income

TOTAL

ul '19 ‐ Jan 20 Budget % of Budget

0.00 0.00 0.0%

30,328.77 84,671.57 35.82%

140,785.25 541,292.64 26.01%

50,302.92 170,213.54 29.55%

83,732.22 236,695.67 35.38%

47,879.50 82,364.38 58.13%

322,699.89 1,030,566.23 31.31%

53,466.26 91,680.00 58.32%

2,657.64 3,600.00 73.82%

56,123.90 95,280.00 58.9%

409,152.56 1,210,517.80 33.8%

409,152.56 1,210,517.80 33.8%

0.00 0.00 0.0%

0.00 0.00 0.0%

276,033.87 411,471.76 67.09%

18,436.76 45,982.62 40.1%

1,114.32 5,746.60 19.39%

81,351.82 127,079.20 64.02%

3,086.98 6,931.79 44.53%

3,072.36 9,347.66 32.87%

3,068.00 3,199.21 95.9%

9.28 231.59 4.01%

535.00 7,046.11 7.59%

1,052.83 2,192.76 48.01%

111,727.35 207,757.54 53.78%

387,761.22 619,229.30 62.62%

44,884.76 412,285.30 10.89%

883.10 6,591.72 13.4%

7,825.32 172,421.48 4.54%

0.00 0.00 0.0%

53,593.18 591,298.50 9.06%

441,354.40 1,210,527.80 36.46%

‐32,201.84 ‐10.00 322,018.4%

‐32,201.84 ‐10.00 322,018.4%

59% of the year

7 months reporting11


Fiscal Year 2020 Funding at‐a‐glance (July 1, 2019 to June 30, 2020)

As of February 27, 2020

PY2019 Remaining PY2018 RemainingRemaining Available

to Spend

Total Spent through

1/31/2020Total FY2020 Budget

Adult 314,784 40,763 355,547 134,718 522,808 Dislocated Worker 174,392 18,530 192,922 112,456 151,716 Youth 253,511 ‐ 253,511 177,907 218,196 Admin 72,463 ‐ 72,463 97,124 162,378

From FY2020 From Prior YearsLocality 61,399 115,978 177,377

To be Spent by

12/31/2019

Equity Grant 102,192 ‐ 102,192 TOTAL 978,741 175,271 1,154,012

Carryforward is year 2 of program year funds not spent in the first year available.

*WIOA funds are delayed during the first quarter of each fiscal year. Unallocated funds are used for

operations during that time. Approximately 20% held back

Required Amount for

training*Actual Budgeted Difference

Total amount budgeted for all programs x required

percentage below

Youth is Work Experience Only (Not full training

allocation)

Adult 209,123.20 337,598 128,475 DLW 60,686.40 79,579 18,893 Youth 43,639.21 174,121 130,482

313,449 591,299 277,850

*40% of total expenditures must be spent on qualified training activities for Adult and Dislocated Worker Programs

*20% of total expenditures for Youth must be on Work Experience. This definition includes case manager compensation.

12

ATTACHMENT A

NEW MEMBER NOMINATION AND BIO

Recommendation by: Self

Recommendation Summary:

ACDSS has been an active partner with the Piedmont Workforce Center including operating a Career Center housed at ACDSS. The Career Center Program Coordinator teaches a variety of job readiness classes at the One Stop Center and is a member of the Interagency Partnership Committee. Data regarding the services provided by the ACDSS Career Center is shared with the One Stop Center on a monthly basis. ACDSS and the One Stop Center collaborate on sponsoring several job fairs per year. Finally, since one of the goals in the Department’s new Strategic Plan is to Increase the number of DSS

customers who obtain employment in high demand, high growth, high wage industries targeted by the

Count, Ms. Savides is committed to be an active partner in the Piedmont Region Career Works system.

Nominee Name: Phyllis C. Savides, LCSW

Title: Director

Company Name: Albemarle County Department of Social Services

Description of the Nominee:

Phyllis C. Savides is a Licensed Clinical Social Worker. She has served as Director of ACDSS for the past four and a half years. Prior to that she was the Assistant Director with oversight over the on‐site Benefits Programs, mandated Child Welfare services and Adult Protective Services. Before assuming the position of Assistant Director, she served as one of the two Foster Care/Adoption Supervisors for 11 years. Prior to coming to the Department, she worked at the Region Ten Community Services Board where she provided child and family mental health services. During the last 6 years of her tenure at the CSB, she was also the Child and Family Services Team Leader with oversight of the child and family outreach services, child aide program, and outpatient child and family counseling services.

13

ATTACHMENT A

NEW MEMBER NOMINATION AND BIO

Recommendation by:

Recommendation Summary:

Nominee Name: Laura M Amdusky

Title: Director, Talent Recruitment

Company Name: UVA Medical Center

Description of the Nominee: Laura joined the UVA HR team in August 2019. Prior to her role at UVA, Laura was the Director of Talent Acquisition for Sentara Healthcare (Norfolk, Virginia). Laura worked within HR at Sentara for more than 24 years prior to relocating to the Charlottesville area to begin the next phase of her career at UVA. Laura has almost 30 years of HR experience with expertise in organizational development/training, mergers/acquisitions, diversity, talent recruitment and employee relations. Laura is married to her husband of 24 years, Mike, and they have two grown boys who live in Portland, Oregon. Laura is an animal lover and has has 3 dogs and a cat. Her hobbies include painting, volunteering and spending time with her family and friends.

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Title: Equal Opportunity (EO) and Nondiscrimination Policy

Policy #: 8

Effective Date: August 20, 2015 Revision Date: March 11, 2020

Purpose:

The Workforce Innovation and Opportunity Act (WIOA) focuses on increasing access to, and opportunities for individuals in employment, education, training and support services to allow them to succeed in the labor market with a particular focus on those with disabilities or other barriers to employment. The purpose of the Equal Opportunity and Nondiscrimination Policy is to ensure compliance of the Virginia Career Works (VCW) – Piedmont Region with the WIOA sec. 188 requirements.

Policy:

The VCW-Piedmont Region shall ensure nondiscrimination and equal opportunity in admission or access

to, opportunity or treatment in, or employment in, the administration of or in connection with any

program or activity funded in whole or in part with WIOA funds. Any person who believes he or she has

been subjected to discrimination on the basis of race, color, religion, sex (including pregnancy,

childbirth, and related medical conditions, sex stereotyping, transgender status, and gender identity),

national origin (including limited English proficiency), age, disability, or political affiliation or belief, or,

against any beneficiary of, applicant to, or participant in programs financially assisted under Title I of the

Workforce Innovation and Opportunity Act, on the basis of the individual's citizenship status or

participation in any WIOA Title I-financially assisted program or activity, has the right to file a complaint

within 180 days of the alleged discrimination. The person has the right to file a complaint at the local

level with Helen Cauthen, Equal Opportunity Officer, Piedmont Workforce Development Board, 1001 Research Park Boulevard, Suite 301, Charlottesville, Virginia, 22911, or directly with the Director, Civil

Rights Center, U.S. Department of Labor, 200 Constitution Avenue, N.W., Room N-4123, Washington,

D.C. 20210. If the complainant elects to file a complaint with the PWDB, the PWDB shall have 90 days to process a complaint and issue a decision. If the PWDB does not provide a written decision within 90 days of the filing of the complaint, the complainant need not wait for a decision to be issued, but may file a complaint with the Civil Rights Center (hereafter referred to as the “CRC”) within 30 days of the expiration of the 90-day period. If a complainant is not satisfied with the PWDB’s resolution, the complainant may file a complaint with the CRC. Such complaint must be filed within 30 days of the date the complainant received the Notice of Final Action from the PWDB.

The PWDB has designated Sarah Morton, Workforce Development Director, as its Equal Opportunity Officer (hereafter referred to as the “EO Officer”), who will be responsible for adopting and publishing

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complaint procedures, and ensuring that they are followed. To communicate the discrimination

complaint policy, “Equal Opportunity Is the Law” posters in English and Spanish shall be placed in

prominent locations which are accessible to applicants for employment, applicants for program services

and/or funding, participants, employees, terminated individuals, and other interested parties. The

poster contains a nondiscrimination and equal opportunity statement, as well as information about

filing a complaint.

The VCW-Piedmont Region’s One Stop Centers, Program Operators, Service Providers, and Training

Providers shall include in orientations to employees and/or participants a discussion of their rights

under the nondiscrimination and equal opportunity provisions of the WIOA and the right to file a

complaint of discrimination with either the local workforce development board or the CRC.

Communication of policy shall be documented on a notification instrument for employees and

applicants/participants, and shall be retained in individuals’ files.

Intimidation and Retaliation Prohibited

Consistent with 29 C.F.R. § 37.11, intimidation and retaliation against individuals for having filed a complaint; opposing a prohibited practice; furnishing information; assisting or participating in any manner in an investigation, review, hearing or any other activity relate to administration of, exercise of authority under, or privilege secured by, the nondiscrimination and equal opportunity provisions, of the WIOA is prohibited. In accordance with 29 C.F.R. § 37.11, complaints may be filed alleging intimidation and retaliation.

Procedures

Filing a Discrimination Complaint at the Local Level

A complaint of discrimination may be filed with the PWDB EO Officer or the State WIOA EO Officer. A

complaint must be filed within 180 days of the alleged discrimination. The complaint may be filed by the

individual or on behalf of the individual by an authorized representative. A complaint must be filed in

writing and signed by the complainant or by his or her authorized representative.

The complaint must be filed in writing and must contain the following information:

The complainant’s name and address (or another means of contacting the complainant);

The identity of the respondent (the individual or entity that the complainant alleges is responsiblefor the discrimination);

A description of the complainant’s allegations, which must include enough detail to allow therecipient to decide whether:

o The PWDB or the CRC, as applicable, has jurisdiction over the complaint;o The complaint was filed in time; ando The complaint has apparent merit—whether the complainant’s allegations, if true,

would violate any of the nondiscrimination and equal opportunity provisions of theWIOA or 29 C.F.R. Part 37; and

o The complainant’s signature or the signature of the complainant’s authorizedrepresentative.

The PWDB EO Officer is responsible for ensuring publication of the name, title, address, telephone

number, and TDD number of the EO Officers or other individuals responsible for receiving complaints.

Timeframes

Generally, a complaint must be filed within 180 days of the alleged discrimination. However, for good

cause shown, the Director of the CRC may extend the filing time. The time period for filing is for the

administrative convenience of the CRC, and does not create a defense for the respondent. 22

The PWDB EO Officer shall notify complainants, in writing, of the specific time frames for

processing a complaint of discrimination, as follows:

If the complainant elects to file with the PWDB, the PWDB shall have 90 days to process thecomplaint and provide a determination. Virginia’s discrimination complaint process includes 60days for the PWDB to investigate and 30 days for a review at the State level, if warranted.

If the complainant elects to file with both the CRC and the PWDB, the complainant shall beinformed that the PWDB has 90 days to process the complaint and that the CRC shall notinvestigate the complaint until the 90-day period has expired.

If by the end of 90 days from the date on which the complaint was filed, the PWDB fails to issuea Notice of Final Action, the complainant may file a complaint with the Director of the CRC within30 days of the expiration of the 90-day period.

If, during the 90-day period, the PWDB issues it’s Notice of Final Action, but the complainant isdissatisfied with the PWDB’s decision on the complaint, the complainant or his/herrepresentative may file a complaint with the Director of the CRC within 30 days after the dateon which the complainant receives the Notice of Final Action.

If the PWDB determines that it does not have jurisdiction over the complaint, the PWDB EOOfficer shall notify the complainant, in writing, immediately. This Notice of Lack ofJurisdiction must include:

o A statement of the reasons for the PWDB’s determination that it does not havejurisdiction; and

o Notice that the complainant has a right to file a complaint with the CRC within 30 daysof the date on which the complainant receives the Notice of Lack of Jurisdiction.

Processing a Discrimination Complaint

It is the responsibility of PWDB’s EO Officer to determine which Workforce entity has jurisdiction over

the complaint. Upon determining that a Workforce partner has jurisdiction, the complaint shall be

recorded in the complaint log (see “Record keeping” below) and referred to the appropriate Workforce

partner for resolution in accordance with that partner’s complaint processing procedures. Where the

PWDB EO Officer has jurisdiction for a complaint, he or she shall notify complainants, in writing, of the

specific time frames for the processing of a discrimination complaint.

If the complainant elects to file with the PWDB, the PWDB shall have 90 days to process the complaint

and provide a determination.

Alternate Dispute Resolution

During the 90-day period, complainants may elect to participate in mediation. The choice whether to

use mediation or the customary investigation process rests with the complainant.

Requests for mediation shall be referred to the PWDB’s EO Officer. If the complainant elects mediation

and there is no resolution, the complaint will be referred for investigation or the complainant may file a

complaint with the Director of the CRC.

A party to any agreement reached under mediation may file a complaint with the Director of the CRC in

the event that the agreement is breached. In such circumstances, the following rules will apply:

The non-breaching party may file a complaint with the Director of the CRC within 30 days of thedate on which the non-breaching party learns of the alleged breach;

The Director of the CRC must evaluate the circumstances to determine whether the agreementhas been breached. If he or she determines that the agreement has been breached, thecomplainant may file a complaint with the CRC based upon his/her original allegation(s), and theDirector of the CRC will waive the time deadline for filing such a complaint.

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Investigation Procedures

If mediation is not elected, the complaint shall be investigated in accordance with the PWDB’s

complaint-processing procedures. Such complaint procedures shall include the following elements:

Initial, written notice to the complainant, and a notice that the complainant has the right to berepresented by an attorney in the complaint process;

A written statement provided to the complainant that contains a list of the issues raised in thecomplaint and, for each issue, a statement whether the PWDB will accept or reject the issue,and the reasons for each rejection;

A period for fact-finding or investigation of the issues; A 15-day period during which the PWDB will attempt to resolve the complaint through

mediation; and

A written Notice of Final Action containing the PWDB’s determination, provided to thecomplainant within 90 days of the date on which the complaint was filed.

Discrimination Complaint Investigation Procedure

Within 90 days of the date a discrimination complaint is filed, an investigation shall be conducted by the

PWDB’s EO Officer or by a designee under the direction of the EO Officer, consistent with the

Discrimination Complaint Investigation procedure. This procedure shall be used for any discrimination

complaint for which a written and signed complaint has been received. All activities and records related

to an investigation shall ensure the confidentiality of the complaint and any resulting actions. The

investigation must be managed in a manner that does not have an adverse effect on the complainant or

any other party related to the complaint.

Responding to a Discrimination Complaint

The PWDB’s EO Officer shall sign the investigation, including the determination and recommendation.

The PWDB shall provide a written determination (Notice of Final Action) of the complaint and offer

resolution within 90 days of the date the complaint was filed. For each issue filed, the Notice of Final

Action will include:

The PWDB’s decision on the issue and an explanation of the reasons underlying thedecision,

a description of the way the parties resolved the issue, and

a notice that the complainant has the right to file a complaint with the Director of the CRCwithin 30 days of the Notice of Final Action if he or she is dissatisfied with the PWDB’s finalaction on the complaint.

Determinations

The PWDB’s EO Officer shall determine at the conclusion of the investigation of a complaint

whether there is reasonable cause to believe that a violation occurred.

If an investigation results in a “reasonable cause” finding, the PWDB’s EO Officer shall submit the signed

investigative report, including the determination and recommendation, to the State EO Officer for review

within 60 days of the filing date. Based on review of the determination, the State EO Officer will

determine if further review by the Attorney General’s Office and the Virginia Community College System

(hereafter referred to as the “VCCS”) Vice Chancellor of Workforce Development Services, or his

designee, is warranted. If the VCCS concurs with the determination, the PWDB’s EO Officer shall 24

issue a written determination. The determination shall notify the complainant of the specific findings,

the proposed remedial or corrective action, and the time in which corrective action must be

completed.

If an investigation results in a “no cause” finding, the complainant shall be notified in writing. Such a

determination represents the final action of the PWDB’s EO Officer. The PWDB’s EO Officer shall

notify the complainant of his or her right to file a complaint (not an appeal) with the CRC if he or she

believes the PWDB’s resolution is unsatisfactory. The complainant shall be informed that this right

must be exercised within 30 days.

Corrective Action

If discrimination is found through the process of a complaint investigation, the respondent shall be

requested to voluntarily comply with corrective action(s) or conciliation agreement to correct the

discriminatory actions or conditions. Actions to correct discrimination deficiencies may include any

of the following:

back pay, or other monetary relief (Federal funds shall not be used to provide monetary relief);

hire or reinstatement;

promotion;

benefits or other services denied; and

any other remedial or affirmative relief such as outreach, recruitment, and training toensure equal opportunity.

Record Keeping Requirements

The PWDB shall maintain an automated or manual log of discrimination complaints, which shall

include:

the name and address of the complainant;

the basis of the complaint (i.e., race, sex, age, etc.),

a description of the complaint;

the date the complaint was filed;

the disposition and date of disposition of the complaint; and

other pertinent information.

Records pertaining to discrimination complaints, investigations, or any other such actions shall be

retained for a minimum of three (3) years from the date of resolution. Information pertaining to the

identity of any persons providing information related to, or assisting in, an investigation or a

compliance review shall be maintained in a confidential manner to the extent possible. In the event

that it is necessary that a person’s identity be disclosed, the person(s) shall be protected from

retaliation.

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Rate Goal77.8% 77.0%

77.0%85.0%$5,500

76.2% 70.0%52.5% Baseline

Rate Goal100.0% 82.0%

82.0%87.0%$8,200

75.0% 70.0%40.0% Baseline

Rate Goal66.7% 66.0%

66.0%62.8%

Baseline76.9% 65.0%21.7% Baseline

PY2019 Dislocated Worker Program- January 2020

Employment 4th Quarter After ExitMedian Earnings 2nd Quarter After Exit

PY2019 Youth Program- January 2020

Entered Employment Rate 16 24Employment 2nd Quarter After Exit

WIOA - Planning District 9 and 10Performance

Credential Attainment w/in Four Quarters after Exit 10 13Measurable Skills Gain 5 23

Youth Numerator Denominator

Employment 4th Quarter After ExitMedian Earnings 2nd Quarter After ExitCredential Attainment w/in Four Quarters after Exit 3 4Measurable Skills Gain 2 5

WIOA - Planning District 9 and 10

Dislocated Worker Numerator DenominatorEntered Employment Rate 7 7Employment 2nd Quarter After Exit

Measurable Skills Gain 21 40

Median Earnings 2nd Quarter After ExitCredential Attainment w/in Four Quarters after Exit 16 21

PY2019 Adult Program- January 2020

Employment 2nd Quarter After ExitEmployment 4th Quarter After Exit

WIOA - Planning District 9 and 10Performance

Adult Numerator DenominatorEnter employment Rate 21 27

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*100% through year

3471

105

Number Percentage31 29.0%48 44.9%7 6.5%4 3.7%

11 10.3%3 2.8%3 2.8%

*100% through year

202242

Locality

Total Participant Goal

Other

PY2016 WIOA Disloca Planning District 10

Participants Served GoalsCarryover ParticipantsNew Enrollment Goal

Greene CountyLouisa CountyNelson County

Albemarle CountyCity of CharlottesvilleFluvanna County

Participants by Locality

June 2 107 101.4%May 10 104 98.6%April 18 94 84.5%March 7 76 59.2%February 3 69 49.3%January 5 66 45.1%December 3 61 38.0%November 5 58 33.8%October 1 53 26.8%September 4 52 25.4%August 6 48 19.7%

Participants by Month

PY 2016 WIOA Adul Planning District 10

Participants Served Goals

July 8 42 11.3%Month Enrollments Total Participants % Enrollment Goal

Carryover ParticipantsNew Enrollment GoalTotal Participant Goal

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Number Percentage19 43.2%

9 20.5%7 15.9%2 4.5%5 11.4%1 2.3%1 2.3%

*100% through year

414687

August 6 56 32.6%

Month Enrollments Total Participants % Enrollment Goal


September 1 57 34.8%

July 9 50 19.6%


Louisa CountyNelson CountyOther

PY2016 WIOA Yout Planning District 10

Participants Served Goals

January 1 36 72.7%December 1 35 68.2%November 3 34 63.6%October 5 31 50.0%September 4 26 27.3%August 2 22 9.1%


July 0 20 0.0%Month Enrollments Total Participants % Enrollment Goal

37 77.3%March 1 38 81.8%February 1

April 5 43 104.5%May 1 44 109.1%


Fluvanna CountyGreene County

LocalityAlbemarle CountyCity of Charlottesville

June 0 44 109.1%

October 1 58 37.0%

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Number Percentage28 32.2%46 52.9%

6 6.9%3 3.4%3 3.4%1 1.1%0 0.0%

November 1 59 39.1%

January 5 67 56.5%December 3 62 45.7%

March 1 72 67.4%February 4 71 65.2%

April 6 78 80.4%May 5 83 91.3%June 4 87 100.0%


Louisa CountyNelson CountyOther

LocalityAlbemarle CountyCity of CharlottesvilleFluvanna CountyGreene County

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382159

Total Participants % Enrollment Goal

Number Percentage32 43.2%11 14.9%4 5.4%

25 33.8%1 1.4%1 1.4%

121022


Total Participant Goal

ated WorkerPlanning District 9Participants Served Goals

Carryover ParticipantsNew Enrollment Goal

Orange CountyRappahannock CountyOther

Culpeper CountyFauquier CountyMadison County

74 166.7%

Participants by LocalityLocality

June 2

68 142.9%May 3 71 157.1%April 1

67 138.1%March 0 67 138.1%February 1

57 90.5%January 9 66 133.3%December 3

53 71.4%November 1 54 76.2%October 1

52 66.7%September 0 52 66.7%August 6


lt ProgramPlanning District 9Participants Served Goals

July 8 46 38.1%Month Enrollments

30

Number Percentage11 45.8%

5 20.8%1 4.2%7 29.2%0 0.0%0 0.0%

441559

48 26.7%August 2

Month Enrollments


September 2 50 40.0%

July 2 46 13.3%

Participants by MonthTotal Participants % Enrollment Goal

Rappahannock CountyOther

th ProgramPlanning District 9Participants Served Goals

20 80.0%January 1 21 90.0%December 2

16 40.0%November 2 18 60.0%October 0

14 20.0%September 2 16 40.0%August 1

Participants by MonthTotal Participants % Enrollment Goal

July 1 13 10.0%Month Enrollments

February 1 22 100.0%March 1 23 110.0%April 1 24 120.0%May 0 24 120.0%

24 120.0%


Fauquier CountyMadison CountyOrange County

LocalityCulpeper County

June 0

October 1 51 46.7%

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Number Percentage28 42.4%17 25.8%

3 4.5%12 18.2%

3 4.5%3 4.5%

November 0 51 46.7%52 53.3%

January 1 53 60.0%December 1

5 58 93.3%March 3 61 113.3%February

April 0 61 113.3%May 2 63 126.7%June 3 66 146.7%


Rappahannock CountyOther

LocalityCulpeper CountyFauquier CountyMadison CountyOrange County

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58 1539 5098 65

Number Percentage Number Percentage9 10.2% 6 28.5%

18 20.5% 0 0.0%4 4.5% 1 4.8%5 5.7% 0 0.0%

10 11.4% 1 4.8%0 0.0% 2 9.5%0 0.0% 0 0.0%

46 52.3% 10 47.6%

Number Percentage Number Percentage19 21.6% 5 23.8%13 14.8% 3 14.3%1 1.1% 1 4.8%Madison County

OtherOther

Participants by Locality in PD9Locality

Culpeper CountyFauquier CountyMadison County


Culpeper CountyFauquier County

Greene County Greene CountyLouisa County Louisa CountyNelson County Nelson County

Albemarle County Albemarle CountyCity of Charlottesville City of CharlottesvilleFluvanna County Fluvanna County

Participants by Locality in PD10 Participants by Locality in PD10Locality Locality

June JuneMay MayApril April March MarchFebruary February

21 12.0%January 4 88 76.9% January 0 21 12.0%December 2 84 66.7% December 0

20 10.0%November 6 82 61.5% November 1 21 12.0%October 5 76 46.2% October 2

16 2.0%September 5 71 33.3% September 2 18 6.0%August 4 66 20.5% August 1

Total Participants % Enrollment GoalJuly 4 62 10.3% July 0 15 0.0%

Month Enrollments Total Participants % Enrollment Goal Month Enrollments

New Enrollment Goal New Enrollment GoalTotal Participant Goal Total Participant Goal

Participants by Month Participants by Month

PY2019 WIOA EnrollmentsAdult Enrollments Dislocated Worker EnrollmentsParticipants Served Goals Participants Served Goals

Carryover Participants Carryover Participants

*58% through year

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8 9.1% 2 9.5%0 0.0% 0 0.0%1 1.1% 0 0.0%

42 47.7% 11 52.4%

402868

Number Percentage12 20.7%8 13.8%1 1.7%1 1.7%1 1.7%0 0.0%2 3.5%


Other

Greene CountyLouisa CountyNelson County

Albemarle CountyCity of CharlottesvilleFluvanna County


JuneMayApril MarchFebruaryJanuary 5 58 64.3%December 3 53 46.4%November 3 50 35.7%October 3 47 25.0%September 2 44 14.3%August 0 42 7.6%July 2 42 7.6%

Month Enrollments Total Participants % Enrollment Goal

New Enrollment GoalTotal Participant Goal


Planning District 10Participants Served Goals

Carryover Participants

PY2019 WIOA Youth Program*58% through year


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25 43.1%

Number Percentage12 20.7%12 20.7%1 1.7%8 13.8%0 0.0%0 0.0%

33 56.9%

Madison CountyOrange CountyRappahannock CountyOther


Culpeper CountyFauquier County

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Strengths Human Capital Commitment Knowledge, Skills, Abilities of staff Community Partners & Support Interagency Support One-Stop & Collaborative Effort Connectivity with Regional Commission Active WIOA Committee Action Oriented Strong Relationships

Weaknesses Lack of Planning - Defined Scope of Work Cultural Competence (Lacks Diversity) Lack of Awareness (Why we exist?) Lack of Productive Engagement Meeting Timeline Need Direction and Leadership Turnover, Trust Need a Strategy & Comprehensive Plan Provide Employers Trainings Delayed Billing for Partners Lack of Face Time with the Board Board Meeting Attendance Inactive Committees Lack of Creativity & Innovation Connectivity between Partners WFD Clarity Board Orientation - Roles/Responsibilties

Opportunities Attend Chamber Meetings – Provide Updates Educate Communities & Employers Capitalize on CATEC & Youth/Adult Programs Evaluate Current Board Members & Role Mission & Vision Statement in Board Packet Engage Private Partners – Create a Fact Sheet Board Sponsored Events Connect Human Resource Association Strengthen Interagency Relationships Alignment of Programs K12-Higher Ed, B&I Integration of Resources Management Teams Interface with B&I Goodwill Tour – Champion for WFD Identify New Funding Regional Meetings, Scaffold Services Inventory of Training Opportunities

Threats Small Employers Lack Engagement Entrenched Attitudes Status Quo Lack of Understanding & Awareness Inability to Establish Direction High Turnover with WFD Leadership Limited Authority of One-Stop Reduced Funding Regulatory Requirements/Compliance Sustainability and Scalability Saturation of Language & Context Compliance Dominance (limited creativity & innovation) Lack of Human Capital to Implement Programs

Criteria Market developments?

Competitors' vulnerabilities?

Industry or lifestyle trends?

Technology development and innovation?

Global influences?

New markets, vertical, horizontal?

Niche target markets?

Geographical, export, import?

New USP's?

Tactics: e.g., surprise, major contracts?

Business and product development?

Information and research?

Partnerships, agencies, distribution?

Volumes, production, economies?

Seasonal, weather, fashion influences?

Criteria

Disadvantages of proposition?

Gaps in capabilities?

Lack of competitive strength?

Reputation, presence and reach?

Financials?

Own known vulnerabilities?

Timescales, deadlines and pressures?

Cash flow, start-up cash-drain?

Continuity, supply chain robustness?

Effects on core activities, distraction?

Reliability of data, plan predictability?

Morale, commitment, leadership?

Accreditations, etc.?

Processes and systems, etc.?

Management cover, succession?

Criteria

Political effects?

Legislative effects?

Environmental effects?

IT developments?

Competitor intentions - various?

Market demand?

New technologies, services, ideas?

Vital contracts and partners?

Sustaining internal capabilities?

Obstacles faced?

Insurmountable weaknesses?

Loss of key staff?

Sustainable financial backing?

Economy - home, abroad?

Seasonality, weather effects?

Criteria Advantages of proposition?

Capabilities?

Competitive advantages?

USP's (unique selling points)?

Resources, Assets, People?

Experience, knowledge, data?

Financial reserves, likely returns?

Marketing - reach, distribution, awareness?

Innovative aspects?

Location and geographical?

Price, value, quality?

Accreditations, qualifications, certifications?

Processes, systems, IT, communications?

Cultural, attitudinal, behavioural?

Management cover, succession?

Philosophy and values?

VIRGINIA CAREER WORKS~ PIEDMONT

SWOT ANALYSIS

Findings

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