Title
a. Receive the Monterey County Workforce Development Board FY 2018-19 First Quarter Financial Status Report for the Workforce Innovation and Opportunity Act (WIOA) funded programs through September 30, 2018.
b. Support authorizing the Monterey County Workforce Development Board to reduce the frequency of budget reports provided to the Budget Committee from the current quarterly submittals to twice per year.
Report
RECOMMENDATION:
It is recommended that the Board of Supervisors Budget Committee:
a. Receive the Monterey County Workforce Development Board FY 2018-19 First Quarter Financial Status Report for the Workforce Innovation and Opportunity Act (WIOA) funded programs through September 30, 2018.
b. Support authorizing the Monterey County Workforce Development Board to reduce the frequency of budget reports provided to the Budget Committee from the current quarterly submittals to twice per year.
SUMMARY/DISCUSSION:
Workforce Innovation and Opportunity Act (WIOA) revenues are drawn down from the State Employment Development Department (EDD) and from the Department of Labor (DOL) as expenses are incurred. Expenses are paid on a reimbursement basis from State and Federal allocations. Program expenditures are aligned with program revenue. The Workforce Development Board (WDB) receives its funding in two rounds for the Adult and Dislocated Worker programs. The first round of funding is July 1, 2018 - September 30, 2018; the second-round funding is October 1, 2018 - June 30, 2019. The Youth program funds were received in June 2018 for the period of April 1, 2018 through March 31, 2020.
As the fiscal agent for regional grants, the WDB is the lead on several initiatives for the Coastal Regional Planning Unit (RPU) which includes the Workforce Development Boards of Monterey, Santa Cruz, San Luis Obispo and Santa Barbara Counties. The Coastal RPU has received funding for the planning and oversight of the Slingshot Healthcare Initiative and a pre-apprenticeship training program in Healthcare and is the lead Workforce Development Board for Regional Training Coordination for WIOA staff and partners in the America’s Job Center of California (AJCC). As regional funding comes into Monterey County, the majority of this funding is provided to other WDBs to deliver regional services based on agreements Monterey County has with these WDBs. Regional grant expenditures have been lower than anticipated due to delays in contracting and approvals.
The WDB has also received non-WIOA funding from the Probation Department to provide training opportunities to participants under the Silver Star and Assembly Bill (AB) 109 Program special project grants. Other grants include the Department of Labor’s Youth Ambassadors for Peace project and the Proposition 39 2.0 Tri-County Pre-Apprenticeship Training program.
The WDB has agreements for FY 2018-19 with the Monterey County Department of Social Services (DSS) to enroll and provide career services to 208 WIOA Adult participants and 250 WIOA Dislocated Worker participants, and occupational training services to 75 Adults and 95 Dislocated Workers; however, the WDB did not extend its contract for youth services with DSS due to the lack of contract goal attainment. DSS does have an agreement with the WDB to provide follow-up services to the youth DSS had enrolled in 2017-18.
The WDB released a Request for Proposals (RFP) for Youth services for the northern portion of the County on July 20, 2018. On October 10, 2018, the WDB approved Arbor E&T to enroll and serve 62 Youth participants, provide work experience opportunities to 42 of these participants, and provide occupational skills training (OST) to 23 of these participants in FY 2018-19.
Turning Point of Central California is currently providing Youth services for the WDB in the southern portion of the county, with goals to enroll and serve 110 Youth, providing 74 with work experience and 40 with OST in FY 2018-19.
The WDB’s financials as of September 30, 2018 are as follows:
2018-19 Total WIOA Formula Allocations $6,142,694
2017-18 Total WIOA Funds Carried In $1,242,360
Total Available WIOA Funds on July 1, 2018 $7,385,054
Less Expenses through September 30, 2018 ($1,124,315)
WIOA Formula Grants, Total Balance $6,260,739
Total Available Other Grants Funds on July 1, 2018 $1,417,063
Less Expenses through September 30, 2018 ($291,158)
Other Grants, Total Balance $1,125,905
Total Available State Discretionary Funds on July 1, 2018 $1,286,868
Less Expenses through September 30, 2018 ($95,018)
State Discretionary Grants, Total Balance $1,191,850
In prior years, the WDB was required to provide quarterly reports to the Budget Committee, based on fiscal activities that were due to financial situations arising from disallowed costs incurred by the Office of Employment Training. Since that time, the WDB has been providing additional oversight with respect to participant and fiscal reporting. For the last three years, the WDB has not incurred any disallowed costs that would require closer monitoring of the WDB’s fiscal records. For this reason, the WDB is requesting to provide fiscal updates to the Budget Committee twice per year, as opposed to the current quarterly reporting requirement.
OTHER AGENCY INVOLVEMENT:
The WDB is partnering with the Probation Department for AB 109, Silver Star, AB 2060 and the Youth Ambassadors for Peace project.
FINANCING:
There is no financial impact in receiving this report.
BOARD OF SUPERVISORS STRATEGIC INITIATIVES:
This work supports the Board of Supervisors’ Strategic Initiative that supports economic development, system alignment and accountability, service integration and continuous improvement.
√ Economic Development - Through collaboration, strengthen economic development to ensure a diversified and healthy economy
Prepared by: Approved by:
______________________________ _________________________________
Christopher Donnelly Nicholas E. Chiulos
Executive Director Assistant County Administrative Officer
Workforce Development Board County Administrative Office
(831) 759-6644 (831) 755-5145
Attachments:
FY 2018-19 1st Quarter Expense Report