WORKFORCE DEVELOPMENT BOARD MEETING ......2017/08/02 · Monterey County Workforce Development Board Goodwill Central Coast, 249 10th Street Marina, CA 93933 Wednesday, August 2,

WORKFORCE DEVELOPMENT BOARD MEETING AGENDA PACKET

Wednesday, August 2, 2017

8:30 a.m. – 10:30 a.m.

Goodwill Central Coast 249 10th Street, Marina, CA

Documents related to agenda items that are distributed to the WDB less than 72 hours prior to the meeting shall be available for public inspection at 1441 Schilling Place, North, Salinas, CA or visit our website at www.montereycountywdb.org. Documents distributed to the WDB at the meeting by County staff will be available at the meeting; documents distributed to the WDB by members of the public shall be made available after the meeting. ALTERNATE AGENDA FORMATS: If requested, the agenda shall be made available in appropriate alternative formats to persons with a disability, as required by Section 202 of the Americans with Disabilities Act of 1990 (42 USC Sec. 12132), and the federal rules and regulations adopted in implementation thereof. Individuals with a disability requiring a modification or accommodation, including auxiliary aids or services, in order to participate in the public meeting may make these requests to the Secretary to the WDB at (831)796-6434.

http://www.montereycountywdb.org/

NOTICE TO THE PUBLIC Good morning, my name is Erik Cushman and, in my capacity as Chair of Workforce Development Board, I welcome you to the Workforce Development Board meeting of August 2, 2017. Members of the public who wish to address the Committee should identify themselves and state their name for the record. You should complete a blue Comment Card located near the door, prior to making comments, and hand it to the designated Workforce Development Board staff member. Copies of the agenda have been placed on the table near the door for your convenience. The procedure for this meeting is as follows:

The Committee Secretary will verify quorum; the Chair will read the opening remarks.

Members of the public wishing to make a comment on an item that is not on the agenda will be given two (2) minutes each to comment.

Workforce Development Board staff and/or Board Members will present recommendations for each action item on the agenda.

Board members may ask questions of Workforce Development Board Staff and other Board Members.

Members of the public wishing to make a comment on an agenda item will be given two (2) minutes each to comment.

The Board may take action on any item designated as an action item.

Workforce Development Board members may only discuss items listed on the Agenda pursuant to the “Brown Act.” With respect to non‐agenda items raised by the public, Workforce Development Board members may calendar them for a future meeting, may briefly respond, or may request clarification from the member of the public but, to remain in compliance with the Brown Act, they may not address non‐agenda items raised by the public in a substantive or in‐depth manner.

1441 Schilling Place, North Salinas, CA 93901 (831) 796‐6434 www.montereycountywdb.org WDB Members: Erik Cushman, WDB & Executive Chair Mary Ann Leffel, WDB 1st Vice Chair Paula Calvetti, WDB 2nd Vice Chair Al Davis Andy Hartmann Brian Turlington Cesar Lara Cresencio Diaz Harbhajan “Harvey” Dadwal Jay Donato Kimberly Schnader Larry Silva Mary Adams Mimi Laurent

Salvador Muñoz Sandy Chamberlain Sherry Farson Steve MacArthur Dr. Walter Tribley Wendy Brickman Dr. Willard Clark Lewallen Yuko Duckworth

A proud partner of America’s Job Center of CaliforniaSM network.

Monterey County Workforce Development Board Goodwill Central Coast, 249 10th Street

Marina, CA 93933

Wednesday, August 2, 2017; 8:30 a.m.

AGENDA

CALL TO ORDER/INTRODUCTIONS: CHANGES TO AGENDA: PUBLIC COMMENT/TESTIMONIALS: (Limited to 2 minutes)

Erik Cushman, Chair

CONSENT CALENDAR: Erik Cushman

1. ACTION: Approve minutes from June 7, 2017.

2. ACTION: Concur with the June 21, 2017 Executive Committee to approve the WDB reappointment of Cresencio Diaz, representing Labor.

DISCUSSION OR REVIEW OF BUSINESS CALENDAR ACTION ITEMS: Erik Cushman

1. ACTION: Appoint a Selection Panel of no more than three-five members to select a top candidate to move to the full board for appointment for the position of Executive Director of the Workforce Development Board.

Irma Ramirez-Bough

2. ACTION: Consider and approve the resignation of Larry Silva, representing Business, from the Workforce Development Board.

Erik Cushman

3. ACTION: Consider and approve the appointment of Wesley Van Camp, Vice President and General Counsel for Tanimura & Antle, representing Business, to the WDB for a three-year term.

Erik Cushman

4. ACTION: Consider and approve the Revised Local Workforce Development Area budget for Fiscal Year (FY) 2017-18.

Chris Donnelly Ruben Trujillo

5. ACTION: Consider and approve the Memorandum of Understanding Phase II with America’s Job Center of California/One-Stop Partners effective January 1, 2018 through December 31, 2020, and forward to the County Board of Supervisors for final approval prior to submission to the State Regional Advisor on September 1, 2017.

Marleen Bush

6. Review the certification process for the comprehensive America’s Job Center of California in Monterey County.

Marleen Bush Javier Vanga

7. Review the WIOA Adult, Dislocated Worker and Youth Program Performance, through June 30, 2017.

Chris Donnelly

8. Review WIOA Department of Labor Performance Goals for Program Year 2017-18.

Marleen Bush

9. Review WIOA Adult, Dislocated Worker and Youth Contract Performance goals for PY 2017-18.

Chris Donnelly

10. Director’s Report Program Year 2018-19 Budget Regional update Labor Market Snapshot July 2017

Chris Donnelly

ANNOUNCEMENTS: Erik Cushman SUBCOMMITTEE MEETINGS: Oversight: 8/10/17: MBEST Executive: 8/16/17, MBEST Business Services: 9/12/17, MBEST

WDB MEETING: 10/4/2017, Marina Library

ADJOURNMENT: Erik Cushman

CONSENT ITEM #1

UNADOPTED Monterey County Workforce Development Board

1441 Schilling Place, Salinas, CA, 93901 Wednesday, June 7, 2017

Members Present: Erik Cushman (Chair), Mary Ann Leffel, Al Davis, Andy Hartmann, Brian Turlington, Cesar Lara, Cresencio Diaz, Jay Donato, Mary Adams, Mimi Laurent, Salvador Munoz, Sandy Chamberlain, Sherry Farson, Steve MacArthur, and Yuko Duckworth Members Absent: Paula Calvetti, Harbhajan Dadwal, Kimberly Schnader, Larry Silva, Dr. Walter Tribley, Wendy Brickman, and Dr. Willard Lewallen Staff Present: Chris Donnelly, Flor Galvan, Korey Woo, Marleen Bush, Ruben Trujillo and Susan Marscellas Public Comment: Yuko Duckworth Call to Order/Introductions: Mr. Cushman called the meeting to order at 8:39 a.m. and asked for introductions. A quorum was established. Changes to Agenda: None

Consent Calendar: 1. ACTION: Approve minutes from the April 5, 2017 meeting. 2. ACTION: Concur with the May 24, 2017 Executive Committee recommendation to approve the WDB

re-appointment of: • Yuko Duckworth, representing WIOA Title III Programs

3. ACTION: Concur with the May 24, 2017 Executive Committee recommendation to approve the Request for Proposal (RFP) Selection Committee’s recommendation on selection of two providers of WIOA Title I Youth Services for PY 2017-18.

4. ACTION: Concur with the May 24, 2017 Executive Committee recommendation to approve the Request for Proposal (RFP) Selection Committee’s recommendation for WIOA Title I One-Stop Operator Services for PY 2017-18 and forward to the Board of Supervisors, Chief Elected Official, for agreement. Board member Cesar Lara pulled agenda item 3 for board discussion. A motion was made by Mary Ann Leffel to approve Consent Calendar items #1, #2, & #4, seconded by Brian Turlington. ALL AYES Agenda #3 Public Comment was made by: David Joseph Saldivar, Crystal Ramirez, Jay Donato, Felisha Saldivar, Leandra Ruiz, Humberto Romero, Jazmin Hinojosa, David Spaur, Maria Castillo, Ray Banks, Priscilla Cerna, Harry Gamotan, Pearl Sanchez, Alex Soltero, Joe DeRuosi, Anna Banda, Jose Munoz, Julie Filice A motion was made by Mary Ann Leffel, seconded by Cresencio Diaz to approve agenda item #3. 9-6 (AYES: Brian Turlington, Al Davis, Cresencio Diaz, Mary Adams, Sandy Chamberlain, Mimi Laurent, Mary Ann Leffel, Erik Cushman and Sherry Farson – NAYS: Cesar Lara, Salvador Muñoz, Andy Hartmann, Yuko Duckworth, Steve MacArthur and Jay Donato)

Discussion or Review of Business Calendar Action Items: 1. ACTION: Review and approve the proposed Local Workforce Development Area budget for Fiscal Year 2017-

18. A motion was made by Cesar Lara to approve the proposed Local Workforce Development Area budget for Fiscal Year 2017-18, seconded by Crescencio Diaz. ALL AYES

2. ACTION: Approve and consider entering into an agreement with the Monterey County Office for Employment

Training to provide WIOA Title I Adult and Dislocated Worker Career and Training Services for Program Year 2017-18. A motion was made by Brian Turlington to approve and consider entering into an agreement with the Monterey County Office for Employment Training to provide WIOA Title I Adult and Dislocated Worker Career and Training Services for Program Year 2017-18, seconded by Salvador Muñoz. ALL AYES

CONSENT ITEM #1

3. ACTION: Receive and approve the proposed meeting dates and times for Workforce Development Board, Business and Oversight Committees for PY 2017-18. A motion was made by Salvador Muñoz to receive and approve the proposed meeting dates and times for Workforce Development Board, Business and Oversight Committees for PY 2017-18, seconded by Al Davis. ALL AYES

4. PRESENTATION: Hartnell College’s Strong Workforce Initiative. The Board received a presentation regarding Hartnell College’s Strong Workforce Initiative.

5. Update on PY 2016-17 WIOA Adult, Dislocated, Youth Programs, Special grants and projects, through April

30, 2017. The Board received an update on the PY 2016-17 WIOA Adult, Dislocated, Youth Programs, Special grants and projects, through April 30, 2017.

6. Director’s Report The Board received a report regarding the Board of Supervisors Budget Hearings.

Adjournment: Mr. Cushman requested to adjourn the meeting at 10:37 a.m.

MEMORANDUM

CONSENT ITEM #2

TO: WORKFORCE DEVELOPMENT BOARD

FROM: CHRISTOPHER DONNELLY, INTERIM EXECUTIVE DIRECTOR

SUBJECT: CONCUR WITH THE JUNE 21, 2017 EXECUTIVE COMMITTEE TO APPROVE THE

REAPPOINTMENT OF CRESENCIO DIAZ, REPRESENTING LABOR, TO THE WORKFORCE

DEVELOPMENT BOARD

DATE: August 2, 2017

RECOMMENDATION:

It is recommended that the Executive Committee consider and approve the reappointment of Cresencio Diaz, representing Labor Organizations. Mr. Diaz has expressed his desire to continue serving on the Board.

The reappointment will be forwarded to the Monterey County Board of Supervisors (BOS) for final approval and appointment.

SUMMARY:

The WDB bylaws state that the term of membership for all WDB members shall be three years. The three-year term limit was enacted with the approval of the WDB bylaws by the BOS on November 8, 2016.

BUSINESS ITEM #1

MEMORANDUM


FROM: IRMA RAMIREZ-BOUGH, DIRECTOR OF HUMAN RESOURCES

SUBJECT: APPOINT A SELECTION PANEL OF NO MORE THAN THREE (3) – FIVE (5) MEMBERS TO

SELECT A TOP CANDIDATE TO MOVE TO THE FULL BOARD FOR APPOINTMENT FOR

THE POSITION OF EXECUTIVE DIRECTOR OF THE WORKFORCE DEVELOPMENT BOARD

DATE: AUGUST 2, 2017 INFORMATION: Receive an oral report on the status of the Workforce Development Board Executive Director’s recruitment. ACTION:

Appoint a Selection Panel of no more than three (3) to five (5) members to work with the Human Resources Department to appoint the Executive Director of the Workforce Development Board.

BUSINESS ITEM #2

MEMORANDUM



SUBJECT: CONSIDER AND APPROVE THE RESIGNATION OF LARRY SILVA, REPRESENTING

BUSINESS, FROM THE WORKFORCE DEVELOPMENT BOARD

DATE: AUGUST 2, 2017 RECOMMENDATION:

It is recommended that the Workforce Development Board accept the resignation of Larry Silva, representing Business, from the Workforce Development Board, effective August 2, 2017, to be forwarded to the Monterey County Board of Supervisors (BOS) for final approval. INFORMATION:

WDB staff received notification from Mr. Silva stating his regret to resign from the Board. He is appreciative of his participation and service on the Monterey County Workforce Development Board.

BUSINESS #3

MEMORANDUM



SUBJECT: CONSIDER AND APPROVE THE APPOINTMENT OF WESLEY VAN CAMP, VICE

PRESIDENT AND GENERAL COUNSEL FOR TANIMURA & ANTLE, REPRESENTING

BUSINESS, TO THE WDB FOR A THREE-YEAR TERM TO BE FORWARDED TO THE

BOARD OF SUPERVISORS FOR FINAL APPROVAL

DATE: AUGUST 2, 2017

RECOMMENDATION:

It is recommended that the Workforce Development Board consider and approve the appointment of Ms. Wesley Van Camp, representing Business, to the Workforce Development Board (WDB) for a three -year term to be forwarded to the Board of Supervisors for final approval. BACKGROUND: Ms. Van Camp, Vice President and General Counsel, Tanimura & Antle, has submitted an application for membership to the full WDB. Upon approval from the full WDB, Ms. Van Camp’s application will be forwarded to the Board of Supervisor’s for appointment. ATTACHMENT: Ms. Van Camp’s application

BUSINESS ITEM #4

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MEMORANDUM



SUBJECT: REVIEW AND APPROVE THE REVISED LOCAL WORKFORCE DEVELOPMENT AREA

BUDGET FOR FISCAL YEAR (FY) 2017-18

DATE: AUGUST 2, 2017 RECOMMENDATION: It is recommended that the Workforce Development Board review and approve the Revised Local Workforce Development Board’s (WDB) budget for Fiscal year (FY) 2017-18. INFORMATION: In February 2017, the California Employment Development Department (EDD) issued local Formula Allocation for planning purposes only. At that time, the Monterey County formula allocation was projected to be $4,741,223. On June 27, 2017, EDD issued Workforce Services Information Notice #WSIN16-60, releasing the final formula allocation for Program Year 2017-18 for Local Workforce Development Areas, Monterey County’s allocation for PY 2017-18 is $5,420,208 an increase of $678,995 over the February 2017 projected allocation and an $356,498 increase over the 2016-17 formula allocation Monterey County was one of thirteen Workforce Development Boards in California that received an increase in their formula allocation, from the initial allocation in February. The remaining thirty-three Workforce Development Boards in the State received major funding cuts in formula funding primarily those WDB’s in metro areas, including Los Angeles County and City, the Bay Area and Orange County, with cuts ranging from 10-13%. For 2017-18 there was approximately $19 million less available than in 2016-17 for local areas due to the reduction in DOL funding to California. On June 7, 2017, the Monterey County Workforce Development Board approved the 2017-18 operating budget of $8,885,894 for both Formula and Discretionary grants based on the February 2017 estimates of an allocation of $4,741,223 for Program Year 2017-18. Due to the increase in formula funds of $678,985, staff is recommending the following budget revisions to the June 7, 2017 Board approved budget for 2017-18. Below are the sources and uses of the additional formula funding for the revised 2017-18 Operating Budget. The Workforce Development Board Staff recommends the following use of the WIOA formula funds of $678,985 which will provide further support to the WDB and Service Providers to meet the needs of the unemployed and disadvantage workers in Monterey County. The additional funding is broken down by the formula funding streams below.

Adult $217,788 Dislocated Worker $231,229 Youth $229,968 Total: $678,985

BUSINESS ITEM #4

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WDB Grant Administration Each grant allows 10% of the total allocation to be used for WDB administration. Therefore, a total of $67,998 would be set aside from the increase of the $678,985. However, due to the need of funding additional client services for the Adult/DW and Youth Programs, the WDB will reduce the amount by $23,757 thereby only leaving $44,241 to be used for WDB administration. Adult and Dislocated Worker Training (SB734)/Youth Work Experience SB 734 mandates that 30% of the Adult and Dislocated Worker formula allocation be used for training. With the additional increase in funding, an additional $134,705 will be allocated to the Adult and Dislocated Worker line item for training. Similar to the Adult and Dislocated Worker program, 20% of the Youth allocation must be set aside for work experience, OJT’s, and pre-apprenticeships. An additional $45,994 will be allocated to the work experience line item. The funding will be split between the two (2) youth subcontractors with Turning Point receiving $27,597 and OET $18,397.

Adult and Dislocated Worker Training $134,705 • Adult $65,336 • Dislocated Worker $69,369

Youth Work Experience (North/South County) $45,994 Subtotal: $180,699

Supportive Services – Adult and Dislocated Worker/Youth Programs Due to the need of providing clients with the necessary resources to attend and complete training or other emergency support services needed while they are in job search. Staff is recommending $90,000 to be allocated for the Adult and Dislocated Worker program for supportive services. The additional funding for the Youth program is to increase the amount of supportive services available to all youth enrolled in the program for both Turning Point and OET. This increase in the supportive service line item will also provide supportive services to the youth that are being carried over from the 2016-17 OET youth program. The additional supportive services funding will be allocated to Turning Point in the amount of $15,400 and OET $16,600. Staff is also recommending that an additional $15,750 be allocated to OET for Youth being carried over from program year 2016-17.

Adult $30,000 Dislocated Worker $60,000 Youth $47,750 Total: $137,750

BUSINESS ITEM #4

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Client Services Staff is recommending that an additional $200,000 be allocated to the Economic Development Department for the Adult and Dislocated Worker program to provide additional oversight and or client services needed to ensure that all contract goals are meet for the Adult and Dislocated Worker Programs for program year 2017-18. Staff is also recommending that $75,000 be allocated to OET to provide case management and follow-up services to the 105 youth that will be carried over into program year 2017-18 from OET’s 2016-17 youth program. This will decrease the amount of confusion for youth that are currently being provided services by OET, instead of transferring these youths to Turning Point. This will mitigate any disruption in services to youth that are currently being provided services by OET. This funding will cover salaries/benefits of one (1) OET staff member for nine (9) months. An additional $41,295 will cover the partial salaries for three (3) months of the four (4) OET staff that have been displaced due to the award of the South County Contract to Turning Point. Due to the Bid Protest and the final outcomes of the July 12th WDB meeting, the process of issuance layoff notices will be delayed until the August 29, 2017 Board of Supervisor meeting.

Carry-Over Funds Dislocated Worker: Program Funds in the amount of $98,000 will be transferred to the Adult Program to cover the cost of over-expenditure of the Adult programs ITA’s, from Program Year 2016-17. Youth Program: A total of $145,000 will cover the cost of occupational skills training (OST) for both Turing Point and OET. Each of the subcontractors can provide OST either by utilizing the WDB Eligible Training Provider List (ETPL), provide the training themselves or through a third party. The additional funding for OST will be allocated to Turning Point in the amount of $87,000 and OET in the amount of $ $58,000.

The proposed revision to the Program Year 2017-18 budget will assist job seekers and businesses in Monterey County with the resources and services for a skilled and qualified workforce.

Adult $100,000 Dislocated Worker $100,000 Youth (follow up services (9 months-1 staff) $75,000 Youth Staff Payroll (3 months-4 staff) $41,295 Total: $316,295

Adult $0 Dislocated Worker $98,000 Youth Training (North/South) $145,000 Total: $243,000

March 17-18

Grant Projected Allocation

Actual FY-17-18 Variance

Adult Formula Funding 1,490,600 1,708,388 217,788 Dislocated Worker Formula Funding 1,788,716 2,019,945 231,229 Youth Formula Funding 1,461,907 1,691,875 229,968 Total Formula Grants 4,741,223 5,420,208 678,985

Formula Grant Admin Allocation 474,122 518,363 44,241

Participant Training (SB 734) Adult Program 447,180 512,516 65,336 Dislocated Worker Program 536,615 605,984 69,369 Youth North County - Work Experience 116,953 135,350 18,397 Youth South County - Work Experience 175,428 203,025 27,597 Total SB-734 Training 1,276,176 1,456,875 180,699

Formula Grant Supportive Services Adult 30,000 30,000 Dislocated Worker 60,000 60,000 Youth - South 32,400 32,400 Youth - North 21,645 21,645 Total Supportive Services 144,045 144,045

Subcontractor Allocations Adult Program 745,300 845,300 100,000 Dislocated Worker Program 894,358 994,358 100,000 Youth North County 321,840 396,840 75,000 Youth South County 482,760 517,760 35,000 Total Subcontractor Allocation 2,444,258 2,754,258 310,000

Total 678,985

Formula Grant Expenses - Contracted Out

Formula Grant Revenue

BUSINESS ITEM #5

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MEMORANDUM



SUBJECT: CONSIDER AND APPROVE THE MEMORANDUM OF UNDERSTANDING PHASE II WITH

AMERICA’S JOB CENTER OF CALIFORNIA/ONE-STOP PARTNERS EFFECTIVE JANUARY

1, 2018 THROUGH DECEMBER 31, 2020, AND FORWARD TO THE COUNTY BOARD OF

SUPERVISORS FOR FINAL APPROVAL PRIOR TO SUBMISSION TO THE STATE REGIONAL

ADVISOR ON SEPTEMBER 1, 2017

DATE: AUGUST 2, 2017 RECOMMENDATION: It is recommended that the Workforce Development Board consider and approve the Memorandum of Understanding (MOU) Phase II with America’s Job Center of California/One-Stop Partners effective January 1, 2018 through December 31, 2020, and forward to the County Board of Supervisors for final approval prior to submission to the State Regional Advisor on September 1, 2017. BACKGROUND/INFORMATION: The State of California Employment Development Department (EDD) has provided local Workforce Development Boards with guidance on the development of MOUs, under the Workforce Innovation and Opportunity Act (WIOA). Local Boards are responsible for entering into an MOU with each of the America’s Job Center of California (AJCC/One-Stop) partners that outlines the operations of the overarching AJCC/One-Stop delivery system. The MOU development process was separated into two distinct phases. MOU Phase I addresses service coordination and collaboration amongst the partners. Phase II builds off of Phase I and addresses how partners will functionally and fiscally sustain the system described in Phase I through the use of resource sharing and infrastructure funding agreements. MOU Phase I is in place and was previously reviewed and approved by the Board of Supervisors on June 28, 2016. The development of MOU Phase II involved the convening of five partner meetings held in 2016 and 2017. During these meetings, the partners reviewed the required MOU Phase II provisions and discussed who would be involved and responsible for negotiating the infrastructure costs and shared costs of the AJCC/One-Stop on behalf of their respective agencies. Partners also discussed whether their agencies would co-locate staff to provide services on-site at the comprehensive AJCC/One-Stop in Salinas and affiliate AJCC/One-Stop offices located in Marina and Greenfield. All mandated partners agreed to obtain information to inform their organizations of the sharing of other system costs required by the MOU. For the purpose of this MOU agreement, the co-located partners agreed to use the current AJCC/One-Stop lease and cost sharing agreement in place since the lease is set to expire on June 30, 2018. Plans are underway to renegotiate the current lease. Under the renegotiated lease, the Department of Rehabilitation (DOR) has expressed interest in entering into a cost sharing agreement as a co-located partner. Once the lease is renegotiated, an amendment to the MOU will take place to include DOR as a co-located partner and Turning Point of Central

BUSINESS ITEM #5

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California as a non-co-located partner to participate in the sharing of other AJCC/One-Stop system costs. A draft copy of the MOU Phase II with attachments was emailed to the AJCC/One-Stop partners with instructions to submit all changes and suggestions to WDB staff by Friday, July 21, 2017. Time lines for submission of MOU to the State Regional Representative: The MOU Phase II agreement is effective January 1, 2018 with a deadline to submit the final and signed MOU Phase II to the State Regional Representative by September 1, 2017. The proposed timeline to meet the required submission deadline is stated below: On August 2, 2017, present recommendation to the Monterey County Workforce Development

Board (WDB) for approval of the MOU Phase II and authorization for the WDB Chair to sign the MOU Phase II.

During the month of August 2017, collect MOU Phase II required signatures from all AJCC/One-Stop partners.

On August 29, 2017, place on agenda to the Chief Elected Official (CEO) – the Monterey County Board of Supervisors for approval of the MOU Phase II and authorization for the CEO Board Chair to sign the MOU Phase II.

Submit an executed MOU Phase II with exhibits and signature pages to the State Regional Representative by September 1, 2017.

ATTACHMENTS: Memorandum of Understanding (MOU) Phase II between the Monterey County Workforce Development

Board and the partners of the America’s Job Center of California / One-Stop Delivery System EXHIBIT A - MOU Phase II - Infrastructure Budget – Comprehensive AJCC/One-Stop EXHIBIT B - MOU Phase II - Initial Proportionate Share of Infrastructure Costs for Co-Located Partners EXHIBIT C - MOU Phase II - Summary of Career Services Applicable to Each AJCC/One-Stop Partner EXHIBIT D - MOU Phase II - Consolidated Budget for the Delivery of Applicable Career Services ADDENDUM A – Signature Pages: Partners Sharing AJCC/One-Stop Infrastructure Costs ADDENDUM B – Signature Pages: Partners Sharing Other AJCC/One-Stop System Costs

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Monterey County Workforce Innovation and Opportunity Act

Memorandum of Understanding Phase II between the

Monterey County Workforce Development Board (County) and the partners of the

America’s Job Center of California / One-Stop Delivery System (Partners)

Contents

I. PURPOSE OF MEMORANDUM OF UNDERSTANDING (MOU) PHASE II: ................................................... 2

II. REQUIRED PHASE II MOU COMPONENT: PROCESS AND DEVELOPMENT: ........................................... 2

III. REQUIRED PHASE II MOU COMPONENT: SHARING INFRASTRUCTURE COSTS: ................................. 5

IV. REQUIRED PHASE II MOU COMPONENT: SHARING OTHER AJCC/ONE-STOP SYSTEM COSTS: ....... 6

V. ATTACHMENTS: ............................................................................................................................................... 7

VI. SIGNATURES: .................................................................................................................................................. 8

BUSINESS ITEM #5a

Memorandum of Understanding (MOU) Phase II with AJCC/One-Stop Partners Workforce Innovation and Opportunity Act (WIOA) Monterey County Workforce Development Board

Page 2 of 8

I. PURPOSE OF MEMORANDUM OF UNDERSTANDING (MOU) PHASE II:

The purpose of this MOU Phase II is to:

A. Describe the infrastructure funding agreement and cost allocation plan between the partners of the comprehensive America’s Job Center of California (AJCC)/One-Stop delivery system;

B. Ensure that all relevant parties to this MOU agree to share specified AJCC/One-Stop delivery system costs; and

C. Ensure that all relevant parties to this MOU agree to commit specific resources, as allocations and budgets are known on a yearly basis, either in cash, non-cash, or third-party in-kind contributions.

II. REQUIRED PHASE II MOU COMPONENT: PROCESS AND DEVELOPMENT:

A. This agreement is effective on January 1, 2018. This MOU will remain in effect no longer than December 31, 2020 (3 years), and will be reviewed every year and updated as substantial changes, fully described in this MOU, occur.

B. The AJCC/One-Stop partners, Chief Elected Official (CEO) and Local Board participating in the infrastructure and shared other system costs funding agreements include:

1. Chief Elected Official: Monterey County Board of Supervisors, as the Chief Elected Official body for

the Workforce Innovation and Opportunity Act (WIOA) Title I 2. Local Board: Monterey County Workforce Development Board; and 3. AJCC/One-Stop partners participating in the Infrastructure Funding Agreement (IFA), as set forth in

the table below:

Partner Program Partner Organization

Partner 1 WIOA Title I Adult, Dislocated Worker and Youth

Monterey County Economic Development Department – Office for Employment Training

Partner 2 TANF/CalWORKs Employment Services Monterey County Department of Social Services (DSS)

Partner 3 WIOA Title III Wagner-Peyser, Jobs for Veterans State Grant (JVSG), Trade Adjustment Assistance Act, and Unemployment Insurance

State of California Employment Development Department (EDD)

4. AJCC/One-Stop partners participating in the shared other system costs agreement, including

“applicable career services” are as follows:


Partner 1 WIOA Title I Adult, Dislocated Worker and Youth




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Partner 4 WIOA Title IV Department of Vocational Rehabilitation

State of California Department of Rehabilitation (DOR)

Partner 5 WIOA Title II Adult Ed & Literacy Gonzales Adult School

Partner 6 WIOA Title II Adult Ed & Literacy Monterey Adult School

Partner 7 WIOA Title II Adult Ed & Literacy Pacific Grove Adult School

Partner 8 WIOA Title II Adult Ed & Literacy Salinas Adult School

Partner 9 WIOA Title II Adult Ed & Literacy Soledad Adult School

Partner 10 WIOA Title II Adult Ed & Literacy / Carl Perkins CTE

Hartnell College

Partner 11 WIOA Title II Adult Ed & Literacy / Carl Perkins CTE

Monterey Peninsula College

Partner 12 WIOA Title V Older Americans Act - Senior Community Service Employment Program

National Association for Hispanic Elderly (NAHE)

Partner 13 Community Services Block Grant Monterey County Community Action Partnership

Partner 14 Housing & Urban Development Housing Authority of the County of Monterey

Partner 15 Job Corps Job Corps

Partner 16 Migrant Seasonal Farmworkers Center for Employment Training (CET)

C. Process for infrastructure funding agreement consensus: Since November 29, 2016, the Monterey County Workforce Development Board (WDB) began convening its AJCC/One-Stop co-located partners to participate in the negotiating process of the MOU Phase II specific to the sharing of infrastructure costs. Initial meetings were held with mandated partners that are co-located or interested in co-locating at the comprehensive AJCC/One-Stop in Salinas, California. Prior to the meetings, the partners were asked to assemble copies of their current AJCC/One-Stop lease agreements (if available) including the terms and specific costs covered by these leases, and to prepare to discuss infrastructure and shared costs (cash/in-kind) options for consideration. Meetings were held on November 29, 2016, December 5, 2016, January 26, 2017, May 17, 2017 and July 6, 2017 with all mandated partner agencies. During these meetings, the partners reviewed the required MOU Phase II provisions and discussed who would be involved and responsible for negotiating the infrastructure costs and shared costs of the AJCC/One-Stop on behalf of their respective agencies. Partners also discussed whether their agencies would co-locate staff to provide services on-site at the comprehensive AJCC/One-Stop in Salinas and affiliate AJCC/One-Stop offices located in Marina and Greenfield. All mandated partners agreed to obtain information to inform their organizations of the sharing of other system costs required by the MOU. For the purpose of this MOU agreement, the co-located partners agreed to use the current AJCC/One-Stop lease and cost sharing agreement in place since the lease is set to expire on June 30, 2018. Plans are underway to renegotiate the current lease. Under the renegotiated lease, DOR has expressed interest in entering into a cost sharing agreement as a co-located partner. Until the lease is renegotiated, the co-


Page 4 of 8

located partners are working in a good faith effort with DOR to provide services to customers on a part-time and rotating basis at the comprehensive AJCC/One-Stop. At this time, the space utilized by DOR is not dedicated.

D. Description of the process to be used among partners to resolve issues during the MOU duration period when consensus cannot be reached: The AJCC/One-Stop partners agree to communicate openly and directly to resolve any problems or disputes related to negotiating cost allocations and the fair and equitable contribution to the costs of maintaining a comprehensive and affiliate AJCC/One-Stop delivery system in the community. The partners agree to work in a cooperative manner and to resolve any disputes at the lowest level of intervention possible. If disputes cannot be resolved at the AJCC/One-Stop partner level, the issue will be brought to the attention of the One-Stop Operator and all parties to this MOU regarding the conflict. If any dispute cannot be resolved by the One-Stop Operator, it shall be forwarded to the Monterey County WDB Executive Director to place the dispute on the agenda of a special meeting of the Monterey County WDB Executive Committee. The Executive Committee shall attempt to mediate and resolve the dispute. Disputes shall be resolved by a majority consent of the Executive Committee members present. Thereafter, the Monterey County WDB Executive Director will contact the appropriate parties to verify that all agree with the proposed resolution.

E. Description of the periodic modification and review process that will be used to ensure all AJCC/One-Stop partners continue to contribute their fair and equitable share of infrastructure and other system costs, including the identification of who will fulfill this responsibility: The Monterey County WDB’s finance manager was designated by the partners to be the person responsible for convening the partners of the MOU Phase II to conduct the periodic modification and review process of the infrastructure funding agreement and sharing of other system costs. The WDB finance manager plans to review and reconcile the infrastructure and other system cost budgets periodically throughout the program year against actual costs incurred. Upon the closeout of each fiscal year (June 30th), a report with proposed modifications will be made available by the WDB finance manager to the mandated partners to ensure that partner contributions are proportionate to their use of the AJCC/One-Stop and relative benefits received. The partners agree that renewal of this MOU requires all parties to review and agree to all elements of the MOU and to re-sign the MOU. Any amendments or modifications of the MOU only require the parties to review and agree to the elements of the MOU that changed. Non-substantive changes to the MOU, such as minor revisions to the budget or adjustments made due to the annual reconciliation of the budget, do not require renewal of the MOU. Substantial changes, such as changes in AJCC/One-Stop partners, will require renewal of the MOU. All parties understand that the MOU shall be reviewed every year and updated as substantial changes occur.

F. Assurance from all non-co-located partners that they agree to pay their proportionate share of infrastructure costs as soon as sufficient data are available to make such a determination: The signatories to this MOU Phase II agree to contribute their proportionate share of infrastructure costs for the comprehensive AJCC/One-Stop once sufficient data are available to determine such costs. Costs will be negotiated between the Monterey County Workforce Development Board and the non-co-located partners based on the following:


Page 5 of 8

a. Data provided by the State for this purpose; b. Regulations and directives regarding this requirement issued by the partner’s funding source; c. Locally agreed upon methodology for allocating costs to determine proportionate benefit; d. Locally agreed upon definition of benefit; and e. Negotiated methods and timeframe for making the agreed upon contribution.

III. REQUIRED PHASE II MOU COMPONENT: SHARING INFRASTRUCTURE COSTS:

A. Comprehensive AJCC/One-Stop Location:

Considering the structure of the Monterey County local workforce development area for developing the infrastructure cost budget, there is a single comprehensive AJCC/One-Stop and two affiliate offices located at:

▪ COMPREHENSIVE: Salinas Airport Business Park – 730 La Guardia Street, Salinas, CA 93905 ▪ AFFILIATE: MBEST – 3180 Imjin Road Suite, #157, Marina, CA 93933 ▪ AFFILIATE: City of Greenfield / Civic Center – 599 El Camino Real, Greenfield, CA 93927

B. Partners co-located at the comprehensive AJCC/One-Stop include:

Physical Presence in AJCC/One-Stop

AJCC/One-Stop Partner Program Partner Organization

Partner 1 FULL-TIME

Comprehensive AJCC/One Stop

WIOA Title I Adult, Dislocated Worker and Youth


Partner 2 FULL-TIME


TANF/CalWORKs Employment Services

Monterey County Department of Social Services (DSS)

Partner 3 FULL-TIME


WIOA Title III Wagner-Peyser, Jobs for Veterans State Grant (JVSG), Trade Adjustment Assistance Act, and Unemployment Insurance


C. Partners located at the affiliate AJCC/One-Stop locations include:

Physical Presence in AJCC/One-Stop

AJCC/One-Stop Partner Program Partner Organization

Partner 1 FULL-TIME

Affiliate AJCC/One Stops in Marina and Greenfield

WIOA Title I Adult, Dislocated Worker and Youth



Page 6 of 8

D. Infrastructure Budgets:

The infrastructure budget for the comprehensive AJCC/One-Stop is specified in Exhibit A.

The Monterey County Economic Development Department – Office for Employment Training is the only AJCC/One-Stop partner physically located and occupying dedicated space at Monterey County’s affiliate AJCC/One-Stop offices in Marina and Greenfield. Therefore, no sharing of infrastructure costs is required for these affiliate offices.

E. Cost Allocation Methodology to Share Agreed Upon Infrastructure Costs:

Because of the need to provide maximum flexibility to accommodate various organizational structures, costs and budgets in the local area, two methods were prescribed for allocating costs. The cost allocation methodology to share infrastructure costs for the comprehensive AJCC/One-Stop, is based on the following:

▪ Monterey County Economic Development Department – Office for Employment Training – infrastructure costs shall be calculated based on proportion of partner program’s staff among all staff at the AJCC/One-Stop and beneficial use of the comprehensive AJCC/One-Stop.

▪ Monterey County Department of Social Services – infrastructure costs shall be calculated based on proportion of partner program’s staff among all staff at the AJCC/One-Stop and beneficial use of the comprehensive AJCC/One-Stop.

▪ State of California Employment Development Department (EDD), local Workforce Services Branch – infrastructure costs shall be calculated based on their program’s occupancy percentage of the AJCC/One-Stop (square footage). This amount has been determined and authorized by EDD.

The comprehensive AJCC/One-Stop is a leased building which includes utilities such as gas, water, sewer connections and internet access. Some space costs are not allocable to all co-located partners and are therefore assigned proportionately to the partners that use that space. The percentages and usage will be reviewed annually and revised as needed.

F. Initial Proportionate Share of Infrastructure Costs for Co-Located Partners: The initial proportionate share of infrastructure costs for co-located partners is specified in Exhibit B.

G. Third-Party In-Kind Contributions to Support the AJCC/One-Stop: There are no reported third-party in-kind contributions included in this MOU.

IV. REQUIRED PHASE II MOU COMPONENT: SHARING OTHER AJCC/ONE-STOP SYSTEM COSTS:

A. AJCC/One-Stop partners sharing other AJCC/One-Stop system costs:

All co-located and non-co-located partner agencies met on January 26, 2017 and May 17, 2017 to discussed the requirements for sharing other AJCC/One-Stop system costs under the MOU Phase II agreement. Partners were given copies of the MOU Phase I agreement with a matrix of career services offered to see if the career services they agreed to provide under MOU Phase I were still applicable. The mandated partners agreed to verify with their respective agencies to confirm if the career services they agreed to under MOU Phase I were still applicable. At this meeting, AJCC partners were asked to complete and return a WDB budget form, developed by the local board staff, to report their estimated total contributions for their identified shared other system costs, including applicable career services. The co-located and non-co-located partners participating in the sharing of other AJCC/One-Stop system costs are listed as follows:


Page 7 of 8

Co-Located:


Partner 1 WIOA Title I Adult, Dislocated Worker and Youth Monterey County Economic Development Department – Office for Employment Training




Non-Co-located:


Partner 4 WIOA Title IV Department of Vocational Rehabilitation

Department of Rehabilitation (DOR)






Partner 10 WIOA Title II Adult Ed & Literacy / Carl Perkins CTE Hartnell College

Partner 11 WIOA Title II Adult Ed & Literacy / Carl Perkins CTE Monterey Peninsula College







B. Summary of Career Services Applicable to Each AJCC/One-Stop Partner: The summary of career services applicable to each AJCC/One-Stop partner agency is specified in Exhibit C.

C. Required Consolidated Budget for the Delivery of Applicable Career Services: The consolidated budget for the delivery of applicable career services is specified in Exhibit D.

V. ATTACHMENTS:

EXHIBIT A - MOU Phase II - Infrastructure Budget – Comprehensive AJCC/One-Stop EXHIBIT B - MOU Phase II - Initial Proportionate Share of Infrastructure Costs for Co-Located Partners EXHIBIT C - MOU Phase II - Summary of Career Services Applicable to Each AJCC/One-Stop Partner EXHIBIT D - MOU Phase II - Consolidated Budget for the Delivery of Applicable Career Services

ADDENDUM A – Signature Pages: Partners Sharing AJCC/One-Stop Infrastructure Costs ADDENDUM B – Signature Pages: Partners Sharing Other AJCC/One-Stop System Costs


Page 8 of 8

VI. SIGNATURES: The CEO, the Local Board Chairperson, and all co-located AJCC partners included in the sharing of infrastructure

costs must sign.

A. Signature Pages: Co-located Partners Sharing AJCC/One-Stop Infrastructure Costs (See Addendum A)

B. Signature Pages: Non-Co-Located Partners Sharing Infrastructure Costs As Data Becomes Available (See Addendum B)

By signing below, the authorized representative(s) agree to the terms prescribed in the MOU Phase II between the Monterey County Workforce Development Board (the WDB) and the partners of the America’s Job Center of California / One-Stop Delivery System. Monterey County Board of Supervisors, Chief Elected Official (CEO) of the Monterey County local workforce area

Monterey County Workforce Development Board (WDB) Chairperson

Chair, Mary Adams, Supervisor, District 5 Erik Cushman, Publisher, Monterey County Weekly Printed Name & Title

Printed Name & Title

Signature Date Signature Date

Memorandum of Understanding (MOU) Phase II

Workforce Innovation and Opportunity Act (WIOA)

Monterey County Workforce Development Board

EXHIBIT A

MOU Phase II

Infrastructure Budget

Comprehensive AJCC - Salinas

Salinas Airport Business Park, 730 La Guardia Street, Salinas, CA 93905Costs based on Program Year July 1, 2017 through June 30, 2018

Cost Category/Line-Item Line Item Cost Detail Cost

Rent:

Rental of Facilities Lease agreement includes utilities stated below and cost of certified access

specialist to inspect and determine subleased premises meet all applicable

accessibility standards.

920,904$

Rental of Facilities Costs Subtotal: 920,904$

Utilities and Maintenance:

Electric 264,975$

Gas Included in lease -$

First Alarm Includes security guard 42,901$

Water Included in lease -$

Sewer Connections Included in lease -$

High Speed Internet Included in lease -$

Telephones (landlines) 53,558$

Facility Maintenance Includes janitorial services & supplies 56,694$

Utilities and Maintenance Costs Subtotal: 418,128$

Equipment:

Assessment products 4,966$

Assistive technology for

individuals with disabilities

(Access and Accomodation)

Access: Lease agreement noted under "Rent" includes cost of certified

access specialist to inspect and determine subleased premises meet all

applicable accessibility standards.

Accomodation: includes legacy equipment paid for by Disability Program

Navigator grant.

3,500$

Copiers 7,200$

Fax machines 180$

Computers/IT Support Includes website upkeep and maintenance 161,513$

Equipment Costs Subtotal: 177,359$

Technology to Facilitate Access to the AJCC:

Technology for outreach

activities

Included in Computers/IT Support -$

AJCC/One-Stop website Included in Computers/IT Support -$

Technology to Facilitate Access to the AJCC Costs Subtotal: -$

Common Identifier Costs (Local option, If agreed to by all co-located partners) :

Creating new AJCC signage Check on costs. 3,500$

Updating templates and

materials

Local option, n/a -$

Updating electronic resources Local option, n/a -$

Common Identifier Costs Subtotal: 3,500$

Summary of Total Infrastructure Costs to Be Shared By Co-Located Partners:

Rental of Facilities Costs Subtotal: 920,904$

Utilities and Maintenance Costs Subtotal: 418,128$

Equipment Costs Subtotal: 177,359$

Technology to Facilitate Access to the AJCC Costs Subtotal: -$

Common Identifier Costs Subtotal: 3,500$

TOTAL INFRASTRUCTURE COSTS FOR COMPREHENSIVE AJCC/ONE-STOP: 1,519,891$

Page 1 of 1




EXHIBIT B

Physically Co-located Partner(s) Shared Infrastructure Costs Application of Methodology

Estimated Total

Contribution

Amount

Contribution

Provided (cash, non-cash,

third party in-kind)

Partner 1:

Monterey County Economic

Development Department - Office

for Employment Training -WIOA

Title I Adult, Dislocated Worker and

Youth

Rental costs, including

utilities, facility maintenance,

equipment, and computer/IT

support

Cost allocation is based on

proportion of partner program’s

staff among all staff at the AJCC

and benefit use

$ 553,999 Cash

WIOA Title I

program costs

Partner 2:

Monterey County Department of

Social Services (DSS) -

TANF/CalWORKS Employment

Services


utilities, and facility

maintenance



staff among all staff at the AJCC

and benefit use

$ 844,977 Cash

TANF/CalWORKS

funds for the

provision of

administration of

employment and

training programs

Partner 3:

State of California Employment

Development Department (EDD),

local Workforce Services Branch -

WIOA Title III, Wagner-Peyser, Jobs

for Veterans State Grant (JVSG),

Trade Adjustment Assistance Act,

and Unemployment Insurance


utilities, and facility

maintenance



occupancy percentage of the

AJCC (square footage) and

benefit use

$ 120,915 Cash

WIOA Title III,

from any available

funds that may be

utilized for

infrastructure

costs

MOU Phase II

Initial Proportionate Share of Infrastructure Costs for Co-Located Partners

Costs based on Program Year July 1, 2017 through June 30, 2018

Comprehensive AJCC - Salinas




EXHIBIT C

Partner 1 Partner 2 Partner 3 Partner 3 Partner 3 Partner 3 Partner 4 Partner 5 Partner 6 Partner 7 Partner 8 Partner 9 Partner 10 Partner 11 Partner 12 Partner 13 Partner 14 Partner 15 Partner 16

Partner Organization:

Economic Dev

Dept - Office

for

Employment

Training

Dept of

Social

Services

State of CA

Employ-

ment

Dev Dept

(EDD)

State of CA

EDD

State of CA

EDD

State of CA

EDD

Dept of

Rehab-

ilitation

Gonzalez

Adult School

Monterey

Adult School

PG Adult

School

Salinas Adult

School

Soledad

Adult School

Hartnell

College

Monterey

Peninsula

College

National

Association

for Hispanic

Elderly

Community

Action

Partnership

Housing

Authority of

the County of

Monterey

Job Corps

Center for

Employment

Training

Authorization Category:WIOA Title I Adult, DW,

Youth

TANFCalWorks

WIOA Title III Wagner-

PeyserVeterans

Trade Assistance

Act

Unemploy Insurance

(UI) Benefits

WIOA Title IVWIOA Title II Adult Ed &

Literacy

WIOA Title II Adult Ed &

Literacy


Literacy


Literacy


Literacy


Literacy / Carl Perkins CTE



Title V Older Amer Act

Community Svcs Block

Grant

Housing & Urban Dev

Job CorpsMigrant

Seasonal Farm Workers

Location (City): Salinas Salinas Salinas Salinas Salinas Online Salinas Gonzalez Monterey Pacific Grove Salinas Soledad Salinas Monterey Salinas Salinas SalinasSalinas / San

JoseSalinas

Hours of Operation:M-F

8am-5pmM-F

8am-5pmM-F

8am-5pmM-F

8am-5pmM-F

8am-5pmOnline

Tuesday8am-Noon

M-F9am-7pm

M-F8am-8:30pm

M (8am-5pm)T-Th (8am-

8pm)F (8am-1pm)

M-Th (8am-9pm)

F (8am-5pm)

M-F8am-5pm

M-F8am-5pm

M-Th (8am-5pm)

F (8am-2pm)

M-F9am-5pm

M-F8am-5pm

M-F7:30am-5:30pm

Office closed every other

Friday

M-F8am-5pm

M-F8am-5pm

Walk-ins welcome: Yes Yes Yes Yes Yes Online Yes Yes Yes Yes Yes Yes Yes Yes Yes No No Yes Yes

Appointments preferred: No Yes No Yes Yes Online Yes Yes Yes No Yes Yes Yes Yes No Yes Yes Yes No

Basic Career Services

1. Program eligibility determination XFT XFT XFT XFT XFT * XPT * XPT

2. Outreach, intake, orientation XFT XFT XFT XFT XFT * XPT * XFT B/H B/H * XPT * XPT

3. Initial assessment of skill levels XFT * XFT XFT XFT XFT * XPT * XPT * XPT

4. Job search and placement assist XFT * XFT XFT XFT XFT * XPT XCC B/H * XPT

5. Referrals to partners XFT XFT XFT XFT XFT * XPT * XPT(B/H) * XPT * XPT(B/H) * XPT * XPT * XFT T B/H * XPT B/H

6. Labor market information XFT XFT XFT XFT XFT * XPT B/H * XPT

7. Performance and training info XFT XFT * XPT

8. Performance information on AJCC XFT * XPT

9. Supportive services XFT * XFT XFT XFT XFT * XPT T * XPT B/H

10. Financial aid assistance XFT XFT XFT * XPT XCC * XPT

11. UI information and assistance XFT XFT XFT XFT * E * XES B/H

Individualized Career Services

1. Comprehensive assessment XFT * XFT * XPT * XES

2. Individual Employment Plan XFT * XFT XFT XFT * XPT B/H

3. Counseling and mentoring XFT * XFT XFT XFT * XPT * XES * XES XCC B/H B/H

4. Career planning (e.g. case mgt) XFT * XFT XFT XFT * XPT B/H

5. Short-term pre-voc services XFT * XFT * XPT *XPT *XES * XES * XES * XES XCC B/H

6. Internships and work experience XFT * XFT XCC B/H

7. Workforce preparation XFT * XFT XFT * XPT *XPT *XES * XES * XES * XES XCC B/H

8. Financial literacy services XFT XFT B/H B/H

9. Out-of-area job search XFT XFT XFT XFT

10. English language acquisition XFT *XPT *XES * XFT * XES * XES * XES XCC

Other Services

1. AJCC partner staff cross training XFT * XPT

2. Shared AJCC front desk staffing XFT XFT

3. Assessment software/system XFT XFT

4. Resource room staffing XFT XFT * XPT

5. External workshop presenters XFT

6. Business services staff support * XPT(B/H) XFT XFT

7. Other: One-Stop Operator

Legend of Service Delivery Methods:

XFT Use if Full Time Staff available; onsite @ Salinas AJCC / One-Stop location

XPT Use if Part Time Staff available; onsite @ Salinas AJCC / One-Stop location

* XFT

or * XPT Add an asterisk to indicate if services or specific commitments are limited (i.e. activities, customers served, location, etc.)

* E Use if services are ONLY available via electronic connectivity or automated kiosk system

XES Use if customer must be enrolled as an Adult School student to receive services

XCC Use if customer must be enrolled as a Community College student to receive services

T Use if services are ONLY available via telephone

B/H Use if information on services are ONLY available via brochure / handout

Co-Located Partners Non-Co-Located Partners

Summary of Career Services Applicable to Each AJCC/One-Stop PartnerMOU Phase II




EXHIBIT D

Partner 1 Partner 2 Partner 3 Partner 3 Partner 3 Partner 3 Partner 4 Partner 5 Partner 6 Partner 7 Partner 8 Partner 9 Partner 10 Partner 11 Partner 12 Partner 13 Partner 14 Partner 15 Partner 16

Partner Organization:

Economic Dev

Dept -

Office for

Employment

Training

Dept of Social

Services

State of CA

Employ-ment

Dev Dept (EDD)

State of CA

EDD

State of CA

EDD

State of CA

EDD

Dept of Rehab-

ilitation

Gonzalez Adult

School

Monterey

Adult School

PG Adult

School

Salinas Adult

School

Soledad

Adult School

Hartnell

College

Monterey

Peninsula

College

National

Association

for Hispanic

Elderly

Community

Action

Partnership

Housing

Authority of

the County of

Monterey

Job Corps

Center for

Employment

Training

Authorization Category:WIOA Title I Adult, DW,

Youth

CalWorks / Employment

WIOA Title III Wagner-Peyser

VeteransTrade

Assistance Act

Unemploy Insurance

(UI) Benefits

WIOA Title IVWIOA Title II Adult Ed &

Literacy


Literacy


Literacy


Literacy


Literacy





Title V Older Amer Act

Community Svcs Block

Grant

Housing & Urban Dev

Job CorpsMigrant

Seasonal Farm Workers

Basic Career Services

1. Program eligibility determination

2. Outreach, intake, orientation

3. Initial assessment of skill levels

4. Job search and placement assist

5. Referrals to partners

6. Labor market information

7. Performance and training info

8. Performance information on AJCC

9. Supportive services

10. Financial aid assistance

11. UI information and assistance

Basic Career Services Subtotals $ 560,000 $ 64,436,825 $ 450,617 $ 161,156 $ 24,830 $ 25,274 $ 1,118,891 $ 3,750 $ 11,098 $ 7,336 $ 3,971 $ - $ 666,283 $ - $ 5,806 $ 13,100 $ 8,071 $ 17,472 $ 4,970

Individualized Career Services

1. Comprehensive assessment

2. Individual Employment Plan

3. Counseling and mentoring

4. Career planning (e.g. case mgt)

5. Short-term pre-voc services

6. Internships and work experience

7. Workforce preparation

8. Financial literacy services

9. Out-of-area job search

10. English language acquisition

Individual Career Services Subtotals $ 1,050,000 $ 12,151,546 $ 79,520 $ 40,628 $ 4,382 $ - $ 4,475,565 $ 90,000 $ 506,934 $ 184,297 $ 1,465,694 $ - $ 4,619,624 $ - $ 4,195 $ 400 $ 5,179 $ - $ -

Other Services

1. AJCC partner staff cross training

2. Shared AJCC front desk staffing

3. Assessment software/system

4. Resource room staffing

5. External workshop presenters

6. Business services staff support

7. Other: One-Stop Operator

Other Services Subtotals $ - $ 361,537 $ 226,543 $ 69,067 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -

Allocation Methodology:

FTE, Operational,

Materials and Supplies

Operational FTE FTE FTE Online FTE FTE FTE

FTE, Operational,

Materials and Supplies

FTE FTE FTE FTE FTE FTE and

Operational FTE and

Operational FTE

FTE, Materials and

Supplies

Share In Cash: $ 1,610,000 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -

Share Non-Cash (in-kind): $ - $ 76,949,908 $ 756,680 $ 270,851 $ 29,212 $ 25,274 $ 5,594,456 $ 93,750 $ 518,032 $ 191,634 $ 1,469,665 $ - $ 5,285,907 $ - $ 10,000 $ 13,500 $ 13,250 $ 17,472 $ 4,970

Share Third-Party Contribution: $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -

TOTAL $ 1,610,000 $ 76,949,908 $ 756,680 $ 270,851 $ 29,212 $ 25,274 $ 5,594,456 $ 93,750 $ 518,032 $ 191,634 $ 1,469,665 $ - $ 5,285,907 $ - $ 10,000 $ 13,500 $ 13,250 $ 17,472 $ 4,970

Co-Located Partners Non-Co-Located Partners

Consolidated Budget for the Delivery of Applicable Career ServicesMOU Phase II

Memorandum of Understanding (MOU) Phase II with AJCC/One-Stop Partners ADDENDUM A

Workforce Innovation and Opportunity Act (WIOA) Monterey County Workforce Development Board

Page 1 of 1

Signature Page: Co-located Partners Sharing AJCC/One-Stop Infrastructure Costs

In addition to the agreement identified in the main body of this Memorandum of Understanding (MOU) Phase II, this addendum serves as assurance that the co-located AJCC/One-Stop partners agree to contribute their proportionate share of infrastructure costs for the comprehensive AJCC/One-Stop specified in the MOU Phase II and Exhibits A and B, incorporated herein by reference. Co-located partners sharing AJCC/One-Stop infrastructure costs include:

Partner Program Partner Organization Partner 1 WIOA Title I Adult, Dislocated Worker and Youth Monterey County Economic Development

Department – Office for Employment Training




The Chief Elected Official, Local Board Chairperson, and all co-located AJCC/One-Stop partners included in the sharing of infrastructure costs must sign. By signing below, the authorized representative(s) agree to the terms prescribed in the MOU Phase II Infrastructure funding agreement. Monterey County Board of Supervisors, Chief Elected Official of the Monterey County local workforce area





WIOA Title I – Adult, Dislocated Worker and Youth Monterey County Economic Development Department – Office for Employment Training

TANF/CalWORKs Employment Services Monterey County Department of Social Services

Dave Spaur, Director

Elliott Robinson, Director




WIOA Title III – Wagner-Peyser, Jobs for Veterans State Grant (JVSG), and Trade Adjustment Assistance Act State of California Employment Development Department

WIOA Title III – Unemployment Insurance State of California Employment Development Department

Connie Chan, LA Coastal Workforce Services Division Deputy Division Chief, Reg 1

Donald Owens, Employment Development Administrator




Memorandum of Understanding (MOU) Phase II with AJCC/One-Stop Partners ADDENDUM B


Page 1 of 4

Signature Page: All Partners Sharing Other AJCC / One-Stop System Costs

In addition to the agreement identified in the main body of this Memorandum of Understanding (MOU) Phase II, this addendum serves as assurance that the co-located and non-located AJCC/One-Stop partners agree to the sharing of other AJCC/One-Stop system costs specified in the MOU Phase II and Exhibits C and D, incorporated herein by reference. Co-located partners sharing other AJCC/One-Stop system costs include:

Partner Program Partner Organization Partner 1 WIOA Title I Adult, Dislocated Worker and Youth Monterey County Economic Development

Department – Office for Employment Training




Non-co-located partners sharing other AJCC/One-Stop system costs include:

Partner Program Partner Organization Partner 4 WIOA Title IV Department of Vocational Rehabilitation Department of Rehabilitation (DOR)






Partner 10 WIOA Title II Adult Ed & Literacy / Carl Perkins CTE Hartnell College

Partner 11 WIOA Title II Adult Ed & Literacy / Carl Perkins CTE Monterey Peninsula College







This addendum also serves as assurance that the non-co-located partners will contribute their proportionate share of infrastructure costs for the comprehensive AJCC/One-Stop once sufficient data are available to determine such costs. Costs will be negotiated between the Monterey County Workforce Development Board and the mandated partner based on the following:

a. Data provided by the State for this purpose; b. Regulations and directives regarding this requirement issued by the partner’s funding source; c. Locally agreed upon methodology for allocating costs to determine proportionate benefit; d. Locally agreed upon definition of benefit; and e. Negotiated methods and timeframe for making the agreed upon contribution.



Page 2 of 4

The Chief Elected Official, Local Board Chairperson, and all partners who signed the MOU Phase I must sign the MOU Phase II. By signing below, the authorized representative(s) agree to the terms prescribed in the MOU Phase II, the assurances stated in this addendum and the sharing of other AJCC/One-Stop system costs. Monterey County Board of Supervisors, Chief Elected Official of the Monterey County local workforce area





WIOA Title I – Adult, Dislocated Worker and Youth Monterey County Economic Development Department – Office for Employment Training

TANF/CalWORKs Employment Services Monterey County Department of Social Services

Dave Spaur, Director Elliott Robinson, Director Printed Name & Title



WIOA Title III – Wagner-Peyser, Jobs for Veterans State

Grant (JVSG), and Trade Adjustment Assistance Act State of California Employment Development Department

WIOA Title III – Unemployment Insurance State of California Employment Development Department

Connie Chan, LA Coastal Workforce Services Division Deputy Division Chief, Reg 1 Donald Owens, Employment Development Administrator Printed Name & Title



WIOA Title IV Vocational Rehabilitation Department of Vocational Rehabilitation

WIOA Title II – Adult Education and Family Literacy Act (AEFLA) and Carl Perkins Career Technical Education Gonzales Adult School

Donna Hezel, District Administrator Candice McFarland Camacho, Director of College, Career Readiness




WIOA Title II – Adult Education and Family Literacy Act (AEFLA) and Carl Perkins Career Technical Education Monterey Adult School

WIOA Title II – Adult Education and Family Literacy Act (AEFLA) and Carl Perkins Career Technical Education Pacific Grove Adult Education

Dr. Daniel Diffenbaugh, Superintendent Barbara Martinez, Director/Principal Printed Name & Title





Page 3 of 4

WIOA Title II – Adult Education and Family Literacy Act (AEFLA) and Carl Perkins Career Technical Education Salinas Adult School

WIOA Title II – Adult Education and Family Literacy Act (AEFLA) and Carl Perkins Career Technical Education Soledad Adult School

Tatiana Roganova, Director Jeff Lopez, Director/Principal Printed Name & Title



Adult Education and Family Literacy Act (AEFLA) and Carl Perkins Career Technical Education Hartnell College

WIOA Title II – Adult Education and Family Literacy Act (AEFLA) and Carl Perkins Career Technical Education Monterey Peninsula College

Willard Clark Lewallen, Superintendent/President Walter Tribley, Superintendent/President Printed Name & Title


WIOA Title V Older Americans Act Senior Community Service Employment Program National Association for Hispanic Elderly (NAHE)

Community Services Block Grant Monterey County Community Action Partnership

Dr. Carmela G. Lacayo, President/CEO Margarita Zarraga, Program Manager Printed Name & Title



Housing & Urban Development Housing Authority of the County of Monterey

Job Corps Job Corps

Jean Goebel, Executive Director Anthony Hodge, Project Director Printed Name & Title



Migrant Seasonal Farmworkers Center for Employment Training

Hermelinda Sapien, President/CEO Printed Name & Title

Signature Date



Page 4 of 4

Native American Programs Not Applicable

Second Chance Not Applicable

Not Applicable Not Applicable Printed Name & Title



Youth Build Not Applicable

Not Applicable Printed Name & Title

Signature Date

BUSINESS ITEM #6

Page 1 of 2

MEMORANDUM



SUBJECT: CERTIFICATION PROCESS FOR THE COMPREHENSIVE AMERICA’S JOB CENTER OF

CALIFORNIA (AJCC)

DATE: AUGUST 2, 2017 BACKGROUND/INFORMATION: Under the Workforce Innovation and Opportunity Act (WIOA), local Workforce Development Boards (Local WDB) must conduct an independent and objective evaluation of the comprehensive America’s Job Center of California (AJCC) within its local area once every three years using criteria and procedures established by the California Workforce Development Board (State Board). The certification process includes the following requirements: Local workforce development areas must have at least 1 certified comprehensive AJCC; Local WDBs must use the State Board’s criteria and matrixes in determining whether an

AJCC will be certified; Local WDBs can choose to add additional certification criteria tailored to the needs of their

local area, but they may not remove or replace any of the state criteria; The AJCC certification must include a continuous improvement plan with target dates; and The Local WDB must formally adopt the certification decision for each AJCC in the local area

and submit its decision on certification by June 30, 2018, to the State Regional Advisor. However, should a Local WDB receive approval to be the AJCC One-Stop Operator, the State Board is required to conduct the review and evaluation, and make the certification decision.

Goals for the AJCC Certification process: Implement WIOA’s requirement for the State Board to establish objective criteria/procedures Align the AJCC’s operations with the State Plan and DOL’s vision for AJCCs Set standards to ensure all customers consistently receive high-quality service Ensure comprehensive AJCCs meet regulatory requirements and focus on quality service delivery Empower Local WDBs to conduct the certification process and make the certification decision Commit to a process of continuous improvement Effective Dates: The initial AJCC certification process of comprehensive AJCCs will be conducted during Program Year (PY) 2017-18 and take effect PY 2018-19. The initial AJCC certification process for affiliate and specialized AJCCs will be conducted during PY 2018-19 and take effect PY 2019-20. Certification Levels: The three components of the AJCC certification process include: A. Compliance with Baseline AJCC Certification: The Baseline is intended to ensure every

comprehensive AJCCs is in compliance with key WIOA statutory and regulatory requirements. These requirements must be met for the AJCC to be certified:

1. Implement a signed Memorandum of Understanding (MOU) Phase I/II with AJCC partners; 2. Implement the board-defined roles and responsibilities of the AJCC Operator and WIOA

Title I Adult and Dislocated Worker career services provider;

BUSINESS ITEM #6

Page 2 of 2

3. Meet all regulatory requirements to be considered a comprehensive AJCC; and 4. Ensure equal opportunity for individuals with disabilities.

B. Compliance with Hallmarks of Excellence AJCC Certification: The Hallmarks of Excellence encourages continuous improvement through identifying AJCC strengths and areas where improvement is needed. To receive Hallmarks of Excellence AJCC Certification, an AJCC must have first met the Baseline AJCC Certification and receive a ranking of at least 3 (based on a scale of 1-5) for each of the eight hallmarks listed below. A ranking of 1 means there is no progress on the hallmark at this time, 5 means the AJCC is achieving and excelling at that hallmark):

1. Physical location and facility enhances the customer experience; 2. Ensures universal access, with an emphasis on individuals with barriers to employment; 3. Actively supports the AJCC delivery system through effective partnerships; 4. Provides integrated, customer-centered services; 5. Is an on-ramp for skill development and the attainment of industry-recognized credentials

which meet the needs of targeted regional sectors and pathways; 6. Engages industry and labor and supports regional sector strategies through an integrated

business service strategy that focuses on quality jobs; 7. Has high-quality, well-informed, and cross-trained staff; and 8. Achieves business results through data-driven continuous improvement.

C. Not Yet Able to Certify:

If an AJCC does not meet one or more of the Baseline AJCC Certification criteria by December 31, 2017, it will be deemed as “not yet able to certify.” In this instance, the Local WDB must submit a corrective action plan along with their Baseline AJCC Certification matrix to their Regional Advisor by December 31, 2017. The corrective action plan must outline how the Local WDB will work with the comprehensive AJCC to bring the AJCC into compliance by April 1, 2018. The deadline to meet Baseline AJCC Certification was set at April 1, 2018 to allow time for Local WDBs to meet the Hallmarks of Excellence AJCC Certification criteria by June 30, 2018.

It should be noted that the certification is an individualized process and will not be used to compare or rank one AJCC or Local WDB against another AJCC or Local WDB.

LOCAL WDB CERTIFICATION OUTLINE AND PROCESS RECOMMENDATION: Local WDBs must develop and submit to their State Regional Advisor by September 30, 2017, an outline of the process they plan to use to certify each comprehensive AJCC within their local area. The State Regional Advisors will respond by November 1, 2017 with the State Board’s decision on whether or not the certification process is sufficient. The following describes two options for consideration by the WDB to certify the AJCC in Monterey County: Option A: Monterey County WDB serves as the AJCC One-Stop Operator. To mitigate this

concern the WDB will be required to conduct an initial self-assessment as a prelude to the State Board’s independent review, on-site evaluation and certification decision of the AJCC; or

Option B: Another entity is procured to serve as the AJCC One-Stop Operator. This will

allow the Monterey County WDB to drive the certification process to include the option of conducting an initial self-assessment, and lead the required independent review and on-site evaluation and certification decision.

BUSINESS ITEM #7

MEMORANDUM


FROM: CHRIS DONNELLY, INTERIM EXECUTIVE DIRECTOR

SUBJECT: UPDATE ON THE WIOA ADULT, DISLOCATED AND YOUTH PROGRAMS THROUGH JUNE

30, 2017

DATE: AUGUST 2, 2017 INFORMATION: Staff will provide an update on the WIOA Adult, Dislocated Worker and Youth Programs through June 30, 2017.

ATTACHMENT:

Monthly Performance Reports

A 185B 228C 272D 141

Goal Actual % TotalEnrollments 533 228 43%

Training Goals Goal Actual % TotalIndividual Training Account (ITA's) 198 169 85%

On the Job Training (OJT) 0 6 0%Other 0 0 0%

SB734 Total Funds $734,788.00 $800,733.00 109%

A 46B 63C 60D 49




SB734 Total Funds $323,918.00 $183,784.00 57%

New Participant Enrollment as of June 30, 2017Total ExitedTotal Active

TRAINING

** Reports are generated on the 10th of each month

New Participant Enrollment as of June 30, 2017

Monterey County Workforce Development Board Program Update Month: JUNE 2017

Total Active

Adult ServicesACTIVE PARTICIPANTS

Number of Carry-in Participants as of July 1, 2016

Total Exited

TRAINING

Dislocated WorkersACTIVE PARTICIPANTS

Number of Carry - in Participants as of July 1, 2016

A 62B 155C 122D 95


Training Goal Actual % Total

Training Funds Available $160,000.00 $130,458.00 82%Completed Career Technical Training with Credential 32 41 128%

Placements Goal Actual % Total

20% Work Experience Expenditures $305,911.00 $323,357.24 106%Work Experience Placements, OJT, Pre Apprenticeships **

93 94 101%

Adult Services Program Update:

Dislocated Worker Program Update:

Youth Program Update:

Total ExitedTotal Active

ACTIVE PARTICIPANTSYOUTH SERVICES

Number of Carry-in Participants as of July 1, 2016New Participant Enrollment as of June 30, 2017

OET's goal for the Youth Program is 130 youth to be served. Goal to date for OET 115/130 = 88%. For the month of June, a total of ten (10) participants were enrolled.Turning Point's goal for the Youth Program is 40 youth to be served. Goal to date for Turning Point 40/40 = 100%. Turning Point has met their enrollment goal.

Enrollment goal for 2016-17 was 256. Due to the total transfer of funds of $900,000 to the Adult Program, this decreased enrollment by 156. The new enrollment goal for the DW program is now 100. This also increased the enrollment of the Adult program by 156. Funding is still avilable in the DW allocation. Recent layoffs in Excelligence and Green Mountain Coffee are projected to increase enrollments and expenditures. For the month of June, a total of seven (7) participant were enrolled.

Enrollment goal for 2016-17 was 377. Due to the total transfer of funds of $900,000 from Dislocated Worker program to the Adult program, a transfer of additional 156 individuals from the DW to the Adult program also took place. This increased the Adult enrollment goal to 533. Due to expenditure rate of training, no participants were enrolled in Training. For the month of June, four (4) participant were enrolled.

Youth Training and Placements

BUSINESS ITEM #8

Page 1 of 2

MEMORANDUM



SUBJECT: MONTEREY COUNTY WIOA PERFORMANCE GOALS FOR PROGRAM YEAR 2017-18

DATE: AUGUST 2, 2017 INFORMATION: The Workforce Innovation and Opportunity Act (WIOA) performance goals otherwise known as “Common Measures” are set by the Department of Labor each year for local workforce development areas. The local level process of how WIOA performance data works is outlined below:

1. Individual data on program participants is collected by organizations providing WIOA program services, using the CalJOBS statewide system. A few examples of the type of data collected include demographics, program eligibility, services received (e.g. training, work experience, job search assistance, etc.), employment and earnings outcomes, postsecondary educational attainment, skills gains, program costs, etc. The data is used for local planning review by the WDB;

2. The data from service providers flows through the local WDB, where the WDB creates plans and conducts analysis to help coordinate WIOA programs;

3. The data is then sent to the State workforce board and State workforce agencies to create statewide plans, share labor market information, develop performance reports, and maintain lists of eligible training providers. The State uses the data to drive local board oversight and technical assistance;

4. The U.S. Department of Labor (DOL) uses data from states to assess program effectiveness, including outcomes for participants with specific barriers to employment. DOL uses the data to provide oversight and technical assistance; and

5. Finally, DOL makes the program reports available to the public. The data collected to meet the Common Measures performance goals are an integral part of the performance accountability system and are calculated at the end of each Program Year. A Program Year begins on July 1st and ends on June 30th of the following year. These performance indicators are calculated based on the number of participants enrolled and their date of exit from a WIOA funded program.

BUSINESS ITEM #8

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Monterey County’s WIOA performance goals for Program Year 2017-18, are set forth below: Common Measures Performance Goals 2017-18

GOAL ACTUAL Success %

ADULTS

Employment 2nd Quarter After Exit 68.0% 0.0% 0.0%

Employment 4th Quarter After Exit 65.5% 0.0% 0.0%

Median Earnings 2nd Quarter after Exit $5,600 $0 0.0%

Credential Attainment within 4 Quarters after Exit 54.0% 0.0% 0.0%

In Program Skills Gain Baseline 0.0% 0.0%

DISLOCATED WORKERS

Employment 2nd Quarter After Exit 71.0% 0.0% 0.0%

Employment 4th Quarter After Exit 69.5% 0.0% 0.0%

Median Earnings 2nd Quarter after Exit $5,700 $0 0.0%



YOUTH

Employment or Placement 2nd Quarter After Exit 65.4% 0.0% 0.0%

Employment or Placement 4th Quarter After Exit 67.2% 0.0% 0.0%

Median Earnings Baseline $0 0.0%



The “Baseline” indicators (shown in the table above) will not propose an expected level of performance for PY 2017-18. Although the “Baseline” indicators will not be negotiated and will not be used to determine performance accountability for PY 2017-18, Monterey County WIOA service providers are expected to collect performance data so that the WDB can report on these indicators of performance to the State. The State will issue guidance and provide technical assistance for the collection and reporting of these “Baseline” indicators. ATTACHMENT: WIOA Title I – Overview of Performance Indicators

WIOA Title I – Overview of Performance Indicators | Effective Date: July 1, 2016 – All In-Program or New Futureworksystems.com

Performance Indicators Reportable Individual

Adult Participant

Dislocated Participant

Youth Participant

Comments

Employment Q2 N/A X X X Or in Ed/Train

Supplemental Wage Data Allowed

Median Earnings Q2 N/A X X X Supplemental Wage Data Allowed

Employment Q4 N/A X X X Or in Ed/Train Supplemental Wage Data Allowed

Credential – 1 Year N/A X X X Only if in training other than OJT or customized

a. Post-secondary N/A X X X Obtain within 1 year of exit date

b. Secondary N/A X X X Also requires in employment or training within 1 year of exit

Skill Gains (Real Time) N/A X X X Max of 1 Skill Gain per participant in a Program Year. Only if in education/training

Employer Indicators

State selects 2 of 3-shared outcomes by WDB area

a. Employer Retention Percent of exiters employed by same employer in Q2 and Q4 after exit

b. Employer Penetration Percent of employers using WIOA core services

c. Repeat Business Customer Percent of employers who have used WIOA core services more than once in last 3 years

Exclusions to all Performance Indicators

1. Exits due to incarceration or 24/7 resident of hospital or treatment center 2. Exits after call up to active military duty for more than 90 days

3. Deceased 4. Exits due to medical treatment expected to last more than 90 days 5. Additional for Youth Only – Foster care requires move from area

http://www.futureworksystems.com/docs/newTiming/employmentq2.htm

http://www.futureworksystems.com/docs/newTiming/employmentq2_youth.htm


http://www.futureworksystems.com/docs/newTiming/medianearnings.htm

http://www.futureworksystems.com/docs/newTiming/employmentq4.htm



http://www.futureworksystems.com/docs/newTiming/credentialrate.htm

http://www.futureworksystems.com/docs/newTiming/credentialrate.htm#postsecondary

http://www.futureworksystems.com/docs/newTiming/credentialrate.htm#secondary

http://www.futureworksystems.com/docs/newTiming/skillgains.htm

http://www.futureworksystems.com/docs/newTiming/employerRetention.htm

http://www.futureworksystems.com/docs/newTiming/employerPenetration.htm

http://www.futureworksystems.com/docs/newTiming/repeatBusinessCustomer.htm

Who Uses the Data?

Which Data Is Collected?• Demographics• Program eligibility• Services received• Employment and earnings outcomes• Postsecondary educational attainment• Skills gains• Program costs

Visit workforcedqc.org for more information.

• Choose training providers with record of success

• Select careers supported by employment outcome information

STUDENTS AND WORKERS

• Build confidence in program accountability

• Enhance willingness to partner with WIOA

BUSINESSES

• Replicate success; identify areas for improvement

• Ensure quality services for target populations

• Customize services for individual needs

PROGRAM MANAGERS/JOB COUNSELORS/EDUCATORS

• Allocate resources to most effective programs

• Adjust program design to improve results

POLICYMAKERS

WIOA

DATA

TITLE IITITLE IV

ETPs

DATA

PERFORMANCEREPORT

PERFORMANCEREPORT

PERFORMANCEREPORT

PERFORMANCEREPORT

STATE PLAN

PLANS

DATA

The U.S. Department of Labor uses data from states to assess program effectiveness, including outcomes for participants with specific barriers to employment. DOL uses data to provide oversight and technical assistance.

DOL and ED make program reports

available to the public.

Local workforce boards create plans, conduct analysis, and help coordinate WIOA programs.

LOCAL LEVEL

STATE LEVEL

FEDERAL LEVEL

Individual data on program participants is collected by organizations providing WIOA program services. It is used for local planning and sent to the state for review.

For Titles I and III, data from service providers may flow through the local workforce board or go directly to the state level, depending on the state and type of data.

State agencies review data to monitor program performance and identify service providers that need technical assistance.

State agencies also collaborate with each other to link data to measure education progression and employment outcomes. Matching participant data with wage records shows what portion of participants get jobs and their average earnings, but this type of data linkage remains a challenge in some states.

Data is sent to federal agencies, some in aggregate form, and some at the individual level.

Federal agencies review data on program performance to support federal funding and oversight.

The U.S. Department of Education receives Title II and Title IV data from states, and uses it for program oversight and technical assistance.

State workforce boards and state workforce agencies create statewide plans, share labor market information, develop performance reports, and maintain lists of eligible training providers. They use data to drive local board oversight and technical assistance.

State education agencies maintain a statewide database, aggregate data for federal reporting, and analyze data to assist with program improvement.

State vocational rehabilitation agencies administer program databases, monitor data for federal reporting, and analyze data to assist with program improvement.

COMMUNITY-BASEDORGANIZATIONS

COLLECTED DATAPOSTSECONDARY

INSTITUTIONSVOCATIONAL

REHABILITATIONOFFICES

APPRENTICESHIPPROGRAMS

K-12SCHOOLS

OTHER PROVIDERS

ONE-STOP AMERICAN JOB CENTERS

U.S. CONGRESSU.S. DEPARTMENT OF LABOR (DOL)

How WIOA Performance Data Works There are four titles of the Workforce Innovation and Opportunity Act (WIOA), each authorizing different programs. All programs collect similar types of data and use the same core performance metrics. However, depending on the program, different entities are involved in the data collection and reporting. Here’s a look at how the data travels:

The Four Titles of WIOA Each Authorize Different Programs:TITLE IV

Helps individuals with disabilities maximize their employability, independence, and integration into the workplace and society. Programs offer comprehensive and individualized services including vocational rehabilitation, occupational training, and assistive technologies.

TITLE IITITLE IHelps jobseekers with career counseling, job search assistance, and job training.

Helps jobseekers, including those getting unemployment benefits. Services assist jobseekers in finding work and help employers with recruiting.

TITLE IIIHelps adults who lack basic skills. Services assist with improving reading, writing, math, and English proficiency; attaining a high school diploma or equivalent; and transition to employment or postsecondary education/training.

LOCAL WORKFORCE BOARDS INITIAL DATA COLLECTION BY SERVICE PROVIDERS

STATE WORKFORCE BOARDS / AGENCIES

U.S. DEPARTMENT OF EDUCATION (ED)

STATE ADULT EDUCATION AGENCIES STATE VOCATIONAL REHABILITATION AGENCIES

STATEWIDEDATA

BUSINESS ITEM #9

MEMORANDUM


FROM: CHRIS DONNELLY, INTERIM EXECUTIVE DIRECTOR

SUBJECT: REVIEW WIOA ADULT, DISLOCATED WORKER AND YOUTH CONTRACT

PERFORMANCE GOALS FOR PY 2017-18

DATE: AUGUST 2, 2017 INFORMATION: Staff will provide a review of WIOA Adult, Dislocated Worker and Youth contract performance goals for PY 2017-18.

ATTACHMENT:

Monthly Performance Reports

A 158B New Participant Enrollment as of July 1, 2016CD




SB734 Total Funds $447,180.00 0%

A 52BCD




SB734 Total Funds $536,615.00 0%

Total Active

TRAINING

** Reports are generated on the 10th of each month

Total Exited

Monterey County Workforce Development Board Program Update Program Year: 2017‐18

Adult ServicesACTIVE PARTICIPANTS

Number of Carry‐in Participants as of July 1, 2016

Total ExitedTotal Active

TRAINING

Dislocated WorkersACTIVE PARTICIPANTS

Number of Carry ‐ in Participants as of July 1, 2016New Participant Enrollment as of July 1, 2016

A 105BCD


Training Goal Actual % TotalTraining Funds Available 0%Completed Career Technical Training with Credential 5 41 820%


20% Work Experience Expenditures $116,953.00 0%Work Experience Placements, OJT, Pre Apprenticeships ** 33 0 0%

A 38BCD


Training Goal Actual % TotalTraining Funds Available 0%Completed Career Technical Training with Credential 15 0

0%


20% Work Experience Expenditures $175,482.00 0%

Work Experience Placements, OJT, Pre Apprenticeships ** 64 0%


YOUTH SERVICES (South)ACTIVE PARTICIPANTS

Number of Carry‐in Participants as of July 1, 2016New Participant Enrollment as of July 1, 2017Total ExitedTotal Active

New Participant Enrollment as of July 1, 2017Total ExitedTotal Active


YOUTH SERVICES (North)ACTIVE PARTICIPANTS

Number of Carry‐in Participants as of July 1, 2016

Youth Program ServicesPerformance Goals 2017‐18

Enrollments GoalMonthlyPlan

MonthlyActual

% of Goal

CARRY‐IN enrollments 105

NEW enrollments 72

Enrollments GoalMonthlyPlan

MonthlyActual

% of Goal

CARRY‐IN enrollments 38

NEW enrollments 108

Training GoalMonthlyPlan

MonthlyActual

% of Goal

Placed in employment 50

Placed in paid work experience 33

Completion of occupational skills training/credential

5

Youth completed occupational skills training and entered employment

3

Training GoalMonthlyPlan

MonthlyActual

% of Goal

Placed in employment 15

Placed in paid work experience 64

Completion of occupational skills training/credential

15

Youth completed occupational skills training and entered employment

15

North County

South County

South County

North CountyProgram Performance Goals:

*OET will provide follow up service and and activities to clients carried over from 2016‐17

Youth Program ServicesPerformance Goals 2017‐18

Quarter Ending: Goal Actual % of Goal

Youth Placement in Employment or Education ‐ 2nd QTR 65.4%

67.2%

Baseline

Youth Attainment of a Degree or Certificate ‐within 1 year 57.7%

Youth Measurable Skills Gain ‐ during active program

Quarter Ending: Goal Actual % of Goal

Youth Placement in Employment or Education ‐ 2nd QTR 65.4%

67.2%

Baseline

Youth Attainment of a Degree or Certificate ‐within 1 year 57.7%

Youth Measurable Skills Gain ‐ during active program

Performance Goals (Local)

Exits

Exits

Youth Retention ‐ 4th Qtr

Youth Median Earnings ‐ 2nd QTR

South County

North County

Youth Median Earnings ‐ 2nd QTR

Youth Retention ‐ 4th Qtr

WIOA Funding and Key Performance Goals Overview Adult, Dislocated and Youth Programs

Economic Development Department – Office for Employment Training Program August 2017‐ June 2018

OET Funding Levels • Adult: $745,300 • Dislocated Worker: $894,358 • Youth: $321,840 Total: $1,961,498

Supportive Services Funding Adult: $30,000 Dislocated Worker: $60,000 Youth: $16,600 Total: $106,600 SB734 & Work Experience Funding Adult: $447,180 Dislocated Worker: $536,615 Youth (33): $116,953

Adult

Dislocated Worker

Youth

Adult: 208 Dislocated Worker: 250 Youth: 72 Total: 530

Adult: 125 Dislocated Worker: 175 Youth: 50

Adult: 89‐59 within WDB Sectors Dislocated Worker: 107‐91 within WDB Sectors Youth: 5 within WDB Sectors

# of completed training with Credential in WDB Sectors Adult: 50 Dislocated Worker: 84 Youth: 3

# of completion of OST and placed in priority sectors Adult: 36 Dislocated Worker: 72 Youth: 3

1st Quarter Funding Allocation

Adult: $217,547

Dislocated Worker: $319,203 TOTAL: $536,750

Performance Holdback up to 10% Adult/DW: $145,424

Youth: $32,249 Total: $177,673

LWDA Formula Allocation Adult: $1,708,388

Dislocated Worker: $2,019,945 Youth: $1,691,875 Total: $5,420,208

BUSINESS ITEM #10

MEMORANDUM


FROM: CHRISTOPHER DONNELLY, INTERIM DIRECTOR

SUBJECT: DIRECTOR’S REPORT

DATE: AUGUST 2, 2017 INFORMATION: Chris Donnelly will provide updates on the following:

• Program Year 2018-19 Budget • Regional update • Labor Market Snapshot July 2017

Healthcare employment accounts for 10% of jobs in Monterey County. Unlike many of leading employment clusters, Healthcare is considered a mature industry that has been long-established as a key employer within the region as well as within the nation. Healthcare provides a broad range of occupational opportunities from high-paying, high-skill positions such as physicians to entry-level positions like Personal Care Aides. The industry has also shown steady, consistent growth in employment.

However, this mature industry, with a wide array of occupations is now facing structural changes that will impact both the total demand for workers and the skills that are required for those positions. These structural changes to Healthcare can be largely classified into one of the following three categories, which include;

• Demographics: A graying population will increase the demand for services while reducing the supply of Healthcare’s skilled workers. Monterey County population will get considerably older in the next five years while the size of the region’s working age population (25 to 59 years old) sees little to no growth.

• Technology: The development and increased adoption of Healthcare Information Technology (HIT), telemedicine, and other innovative services and products will have a considerable impact upon the skills profile of Healthcare workers.

• Legislation: The legislation — called the Better Care Reconciliation Act of 2017 — The bill proposes rolling back much of the ACA, the healthcare law better known as Obamacare, including various tax provisions. There is considerable uncertainty surrounding the impact of this legislation and its effect on the Healthcare workforce. (More to come)

WHY IS HEALTHCARE IMPORTANT TO THE REGION’S WORKFORCE DEVELOPMENT

EFFORTS?MONTEREY COUNTY LABOR MARKET SNAPSHOT

July 2017

Data Released on July 17, 2017 for June 2017/MCWDB Special Projects 2017Source EDD Labor Market Information Division, Jobs Eq. July 2017

"Healthcare practitioners and technicians, which include physicians, registered nurses, and other health professionals and technicians, are expected to be in increasing demand” John commins, senior editor healthleader media July 2017

“Health information technology will bolster job growth in that area, while the healthcare support sector–including physical therapists, medical social workers, and home healthcare aides–is projected to see even faster job growth as the nation's population ages.”john commins, senior editor at healthleaders media 7/19/2017

MONTEREY COUNTY LABOR MARKET SNAPSHOTJune 2017

Employment Summary*

Sectors Year to Date# of Jobs Gain

Farm (Ag) Led all sectors in month to month gains with a change of 5600

jobs.

The unemployment rate in the Monterey County was 5.5 percent (12,600 unemployed) in June 2017, up from a revised 5.4 percent in May 2017, and below the year-ago estimate of 5.9 percent. This compares with an unadjusted unemployment rate of 4.9 percent for California and 4.5 percent for the nation

Between May 2017 and June 2017, employment in Farm gained 5,600 jobs, due to seasonal hiring. Manufacturing gained 100 Jobs and Leisure and Hospitality had a gain of 100 Jobs.

Between June 2016 and June 2017, total employment in the Salinas MSA, grew by 3,700 jobs. Education and Health Services gained 600 jobs, Leisure and hospitality led the year-over job changes, advancing by 800 jobs.

*Data Released on July 17, 2017 for June 2017/MCWDB Special Projects 2017Source EDD Labor Market Information Division, Jobs Eq. July 2017

1700

800

600300

June 2016-June 2017 Year Over Change

Farm

Leisure and Hosiopality

Education and Health Services

Construction

6.1% 6.1% 5.6% 5.3% 5.4%6.6%

9.9%11.2%

10.5% 10.2%

7.2%

5.20% 5.50%

0.0%1.0%2.0%3.0%4.0%5.0%6.0%7.0%8.0%9.0%

10.0%11.0%12.0%

% R

ate

Months

Monterey County Unemployment Rate

Monterey California US


Job Postings and Employment

Data Released on July 17, 2017 for June 2017/MCWDB Special Projects 2017

1654

1349

275124 124 123 69 64

*Job Ads By Cities

Monterey

Salinas

Marina

Pacific Grove

King City

Soledad

Greenfield

Moss Landing

*Source EDD Labor Market Information Division Help Wanted On-Line,

* June 2017 Job Postings Postings

First-Line Supervisors of Food Preparation & Serving Workers 147

Retail Salespersons 143

Registered Nurses 141

First-Line Supervisors of Retail Sales Workers 128

Heavy and Tractor-Trailer Truck Drivers 124

Elementary School Teachers, Except Special Education 84

Speech-Language Pathologists 83

Secondary School Teachers, Except Special & Career/Technical 83

Physical Therapists 82

Maids and Housekeeping Cleaners 80

* Employers Most Job Ads Ads

County of Monterey 129

Destination Hotels 113

California State University System 87

Monterey Peninsula Unified 83

Robert Half International 74

Army 69

Northrop Grumman 54

Carmel Valley Ranch Resort 52

Starbucks 50

Salinas Union High School District 49


Healthcare

Employment-Wages- Growth

Data Released on July 17, 2017 for June 2017/MCWDB Special Projects 2017Source : EDD Labor Market Information Division, *JobsEq 1st Qtr 2017

6,609

5,3192,553

6,343

Health Care*Employment by Sub Sector

AmbulatoryHealth CareServicesHospitals

Nursing andResidentialCare FacilitiesSocialAssistance

3.2%

0.4%

2.8%

1.8%

Health Care*Average Annual Growth

2014-2017 AmbulatoryHealth CareServicesHospitals


$71,798

$80,321

$36,932

$19,039

Health Care*Average Hourly Wage by

Sub Sector AmbulatoryHealth CareServicesHospitals


$34.52

$38.62

$17.76

$9.15

Health Care*Average Hourly Wages

AmbulatoryHealth CareServicesHospitals
