Okaloosa County BOCC — August 24, 2013 — Workforce Development Request 8-20 — reading text

Martha Miller, Chairperson Workforce Development Board of Okaloosa and Walton Counties Linda Sumblin, Executive Director Dwight Howard Vice Chair Earnestine Carswell Secretary Randall Fleming Treasurer Dr. John Azzaretto Member-at-Large Kellie Jo Kilberg Member-at-Large Dr. David O. Miller Past Chair Bill Imfeld Commissioner Walton County Wayne Harris Conmnissioner Okaloosa County J. Jerome Miller General Counsel Carlene Anderson Alan Baggett Toni Beck Felix Beukenkamp Samuel Burkett R. Dale Cope Bill Dillman Ron Garriga Ty Handy Diane Jackson Scott Jackson Steve Jaeger David Jefferson Meg Norwood Joel Paul Kay Rasmussen Gail Sansbury Scott Seay Ron Shaw Shayne Stewart Pamela A. Tedesco Al Ward August 5, 2013 The Workforce Development Board is requesting the approval of the Okaloosa County Board of County Commissioners to submit a waiver request of the WIA 50% Individual Training Account (ITA) training requirement for Program Year 2013-2014 to the Florida Department of Economic Opportunity. The Workforce Development Board of Okaloosa and Walton Counties, Okaloosa County Commissioners and Walton County Commissioners approved the Waiver request of the Workforce Investment Act (WIA) expenditure requirement for program year 2012-2013. The justification for the waiver request: a. Size/Funding for Region — Region 2 designated by State as rural Region with a portion of Region dedicated as Rural Areas of Critical Economic Concern (RACEC) b. Region 2 has a consistently lower unemployment rate than the State as a whole c. More job openings/postings d. Lower numbers of jobseekers seeking WIA training needs. Training funds will be dedicated to work ready jobseekers who need only WIA core and intensive services (i.e. resume review, interview skills) The ITA Expenditure Waiver request for Program Year 2013-14 is a reduction of the established 50% to 35%. The reduced funds will be allocated as allowed in the use of upfront job search activities needed for job placement. I look forward to the time allowed to the Workforce Board Development Board at the August 20" Okaloosa County Commissioners Board meeting to further explain the waiver request if needed. I am available prior to the August 20" meeting to answer any questions or provide additional information. Sineerely, ; IreJenpbr Linda Sumblin Executive Director Attachment: Supporting State Documentation Cc: Martha Miller, Workforce Development Board Chair 109 8" Avenue * Shalimar, Florida 32579 * Telephone (850) 651-2315 * Fax (850) 651-3165 email; wdb02@jobsplus02.com **** www.iobsplusonestop.com JobsPlus Y%. Your Workforce Solution REGION 2 REQUEST FOR WORKFORCE FLORIDA INC. APPROVAL OF INDIVIDUAL TRAINING ACCOUNT EXPENDITURE WAIVER Background Since 2000, Florida Law [s. 445.003(3)(a)1., F.S.] has required: At least 50 percent of the Title I funds for Adults and Dislocated Workers that are passed through to regional workforce boards shall be allocated to Individual Training Accounts unless a regional workforce board obtains a waiver from Workforce Florida, Inc. Tuition and fees qualify as an Individual Training Account expenditures, as do other programs developed by regional workforce boards in compliance with policies of Workforce Florida, Inc. The statute was interpreted to authorize expenditures for the various core, intensive and supportive services related to training programs. This allowed the remaining non-reserved funds be used for other non-training related services and initiatives. Ch. 2012-29, L.O.F., amended s. 445.003(3)(a)1., F.S., to reduce Individual Training Account (ITA) expenditures to only include tuition, books and fees of training providers and “other training services” prescribed and authorized by the Workforce Investment Act. Expenditures related to core and intensive services, and supportive services, are not authorized from the ITA reserve. Funding for these expenditures must come from other Regional Workforce Board (region, or regional board) resources. This amendment to the law did not change the ITA reserve requirement and the authority of Workforce Florida, Inc. (WFI, or the Board) to grant a waiver from the requirement. To comply with this requirement, and align with the qualified expenditures approved by the Board, the regional boards are required to report their ITA expenditures in all of the following five categories: * Occupational Skills Training, pursuant to P.L. 105-220, s. 134(d)(4)(D)(i), which includes classroom training through eligible providers. ¢ Other WIA Training Services & Activities, pursuant to P.L. 105-220, s. 134(d)(4)(D)Gi)-(ix), which includes training activities through eligible providers or employers in the following categories: (ii) on-the-job training; (iii) programs that combine workplace training with related instruction, which may include cooperative education programs; (iv) training programs operated by the private sector; (v) skill upgrading and retraining; (vi) entrepreneurial training; (vii) job readiness training; (viii) adult education and literacy activities provided in combination with services described in any of clauses (i) through (vii); and (ix) customized training conducted with a commitment by an employer or group of employers to employ an individual upon successful completion of the training. * Work Experience and Internships, which includes subsidized employment and other employer provided training activities. * Training Program Management, which includes staff costs directly related to developing, implementing, or coordinating training programs for clients participating in Occupational Skills Training, Other WIA Training Services & Activities, Work Experience & Internships. It also includes training programs leveraged through other grants. These “staff costs” include only salaries and benefits. ¢ Training Case Management, which includes case management and job placement services for clients in training (not clients seeking training), “Staff costs” include only salaries and benefits. The first three categories show ITA expenditures for services through eligible providers or employers, while the last two categories show the qualified “in-house” staff costs related to the first three categories. Regional boards are required to maintain records sufficient to substantiate what is reported and to facilitate the Department of Economic Opportunity’s (DEO) validation of such compliance. Regional boards are required to identify and report expenditures in all five categories, which will provide a more complete understanding of total costs related to training activities and support future policy debates related to regional training costs. DEO is required to compile quarterly reports of training expenditure data submitted by the regional boards through One-Stop Management Information System (OSMIS), and to annually validate the accuracy of submissions. This information will be used to measure compliance with the ITA reserve requirement and to evaluate a regional board’s request for wavier from this requirement. requirement and to evaluate a regional board’s request for wavier from this requirement. PY2013 Eligible State ITA Waivers by RWB Based on Funding Reductions wia py 2013 | Wagner WTP FY TT wia py20a2| _Waener WTP FY eT Change in Current | Eligible ITA RWB Final Peyser PY }4993/14 Final| PCY 2023] inal Peyser PY 15919713 Final] POCPY 20221 total % — | state ira | Waiver per Allocation 2013 Final Allocation Funding Allocation 2012 Final Allocation Funding, Funding Change Waiver Sliding | Allocation Scale 1 3,482,638 666,669) 1,308,285] 5,457,592| 4,030,027) 713,773] 1,657,310] 6,401,110| (943,518)} + -15%) 40% 35% 2 1,193,422 373,954 304,235| 1,961,611] 1,420,264} 403,002 444,500 | —2;267,766] (306,155)} -14%) 37.50% 35% 3 4,112,194 151,103 264,814] 1,528,111] 1,156,342) 164,452 304,049] 1,624;8431 (96,732)] 6% += 15% 40% 4 1,652,670 316,606 476,006) 2,445,282) 1,893,053] 345,349 587,072 | 2,825,474] (380,192)] -13%| 40% 35% 5 3,216,820 546,304} 1,071,021 | 4,834,145. 2,804,824] 590,414] 1,390,346} 4,785,584 48,561 1% 0% 6 1,093,360 157,364 338,776 | 1,589,500) 1,326,436] 169,835 429,916 | 1,926;187} (336,687)] -17%) 25% 30% 7 953,741 454,573 432,917| 1,541,231 1,216,112] 169,002 608,379} 1,993,493} (452,262)} -23%| 25% 30% 8 11,385,664] 2,275,758| 4,676,342 | 18,337,764 | 11,471,716] 2,453,348] 5,699,949] 19,625,013| (1,287,249)|-7% 40% 9 2,471,690 426,552 551,928 | 3,450,170] 2,352,219| 447,826 722,937 | 3,522,982] (72,812), -2%4 45% 40 3,515,316 684,559] 1,346,356] 5,546,231] 3,989,936] 745,350] 1,714,448] 6,449,734] (903,503)| 14%] = 25% 35% 1 4,454,961 928,986] 1,821,688) 7,205,635 5,164,651] 1,007,430) 2,252,311 | 8,424,392 | (1,218,757)| —-14% 35% 42 15,717,173| 3,704,275] 6,322,777) 25,744,228) 17,717,636] 3,946,415| 7,108,516] 28,772,567} (3,028,342)} -11% 35% 43 3,902,221 366,785 | 1,082,835] 5,852,842) 4,959,316| 932,613] 1,371,794| —7,263,723| (1,411,882)| -19%) ~=— 30% 30% 44 5,460,855 | 1,388,443| 2,212,352] 9,061,650| 6,720,867] 1,509,382] 3,039,169] 11,269,418] (2,207,768), -20% 30% 45 3.804,892| 1.976,607| 5,071,360] 15,852,859 | 10,449,749] 2,093,998] 6,679,166] 19,222,913 | (3,370,054)] —-18% 30% 46 4,020,118 3513671 1,667,761] 6,539,246] 4,279,040] 924,226} 2,133,162] 7,336,428] = (797,182)) 11% 35% 47 4,546,645 395,578] 2,188,372] 7,630,595| 5,223,253] 971,273] 2,703,666] 8,898,192 (1,267,597)| -14% 35% 18 4,141,364 963.7921 1,969,984| 7,075,140] 4,405,537| 1,040,112] 2,074,207] 7,519,856] (444,716)| — -6% 40% 49 1,464,188 217,208 365,983] 2,047,379] 1,712,657] 240,536 470,069] 2)423;262] (375,883)] -16%4 30% 20 4,870,307 918,153] 1,569,137) 7,357,597] 4,951,253 984,032] 2,197,487] 8,132,772] (775,175}] — -10% 40% 24 9317139) 2,017,565| 2,292,437| 13,627,141] 10,719,835] 2,138,982] 3,123,575] 15,982,392 | (2,355,251)| -15% 35% 22 11,186,656] 3,058,284] 4,152,672] 18,397,612] 13,245,223] 3,249,404] 5,238,330] 21,732,957) (3,335,345)) 15% 35% 23 22,015,.021| 4,337,440) 10,216,788 | 36,569,249.) 26,800,501| 4,575,815 | 14,483,486] 45,859,802] (9,290,553) -20% 30% 24 7:354,851| 1,690,230) 2,220,081] 11,265,162| _8,035,723| 1,820,288) 2,721,572] __12,577,583] (1,312,421) _-10% 40% 137,333,906 | 29,568,155 | 54,014,907 | 220,916,968 | 156,046,170] 31,636,857 | 69,155,416 | 256,838,443 | (35,921,475)|__-14%