David Bernahl, Chair. David Bernahl

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1 David Bernahl, II, WIB Chair Erik Cushman, WIB 1 st Vice Chair Joanne Webster, WIB 2 nd Vice Chair Robert Brower, Sr., Past WIB Chair WIB Members: Anthony Aniello Blas Barroso Mark Bastis Diane Berry-Wahrer Robert Bittner Wendy Brickman Diana Carrillo Maria Castillo Chris Chidlaw Linda Coyne James Culcasi Al Davis Harry Gamotan Dr. Douglas Garrison Rich Gillis Scott Grover Phoebe Helm Mike Hutchinson Aaron Johnson Cesar Lara Mary Ann Leffel Salvador Munoz Jim Nakashima Michael Oprish Lupe Palacio Dave Potter Judith Profeta Elliott Robinson Ralph Rubio Ken Scherpinski Teresa Sullivan Mark Verbonich Robert Weakley Monterey County Workforce Investment Board (WIB) Loyanne Flinn, Acting Director 730 La Guardia Street Salinas, CA (831) Fax (831) flinnlg@co.monterey.ca.us PUBLIC MEETING NOTICE Monterey County Workforce Investment Board Meeting Hyatt Regency Monterey, Beach Room 1 Old Golf Course Road, Monterey, CA Wednesday, January 6, :30 am AGENDA CALL TO ORDER/INTRODUCTIONS CHANGES TO THE AGENDA PUBLIC COMMENT For items not listed on the agenda. Limited to 3 min. BUSINESS MEETING 1. Action: Approve the minutes of the October 21, 2009 Workforce Investment Board meeting. (See attached) David Bernahl, Chair David Bernahl APPOINTMENTS & RESIGNATIONS David Bernahl 2. Action: Accept the resignation of WIB member, Mr. Robert Bittner, representing the Employment Development Department (See attached) 3. Action: Review the credentials and act upon the nomination of WIB nominee, Mr. Ruben Garcia, representing the Employment Development Department to commence on December 15, 2009 and end on June 24, 2011 replacing Mr. Bittner. (See attached) Director s Report: Bi-monthly summary of workforce development issues and upcoming considerations. Loyanne Flinn CONSENT CALENDAR David Bernahl C-1: Action: Concur with the November 16, 2009 Executive Committee action to approve the final OET monitoring report for the California Gang Reduction, Intervention and Prevention (Cal GRIP) grant for PY (See attached) C-2: Action: Concur with the December 21, 2009 Executive Committee action to approve the FY Department of Social & Employment Services recommended budget to add 18 positions and increase appropriations and estimated revenues by $6,140,394 from the American Recovery and Reinvestment Act. C-3: Action: Concur with the December 21, 2009 Executive Committee action to approve payments to Program Coordinator Tony Cardoso and The Monterey/Santa Cruz Counties Building Trades Council in non- WIA funds from the Seaside Resort Development Fund. C-4: Action: Concur with the December 21, 2009 Executive Committee action to approve the final monitoring report of the Office for Employment Training ARRA Youth Program Grant for PY (See attached) OTHER BOARD MATTERS Board Member Comments and Referrals: The Chair shall receive requests for information from board members for items not appearing on the agenda. David Bernahl 4. Action: Concur with the December 21, 2009 Executive Committee action Erik Cushman to approve the updated percentage goals in WIB Policy # entitled WIA I Resource Allocation. (See attached) 5. Action: Concur with the December 8,2009 Special Executive Committee David Bernal to approve the goals proposed by WIB members at the Annual WIB Retreat held on October 21, (See attached) 6. Information: Presentation from the Monterey County Business Council Mary Ann Leffel regarding WorkKeys and Career Readiness. 7. Information: Review Drafts: Annual Report. (See attached). Loyanne Flinn 8. Information: Discuss upcoming California Workforce Association (CWA) January 19th-21st Youth conference, attendee lists, and associated costs. Diana Carrillo

2 David Bernahl, II, WIB Chair Erik Cushman, WIB 1 st Vice Chair Joanne Webster, WIB 2 nd Vice Chair Robert Brower, Sr., Past WIB Chair WIB Members: Anthony Aniello Blas Barroso Mark Bastis Diane Berry-Wahrer Robert Bittner Wendy Brickman Diana Carrillo Maria Castill o Chris Chidla w Linda Coyne James Culcasi Al Davis Harry Gamotan Dr. Douglas Garrison Rich Gillis Scott Grover Phoebe Helm Mike Hutchinson Aaron Johnson Cesar Lara Mary Ann Leffel Salvador Munoz Jim Nakashima Michael Oprish Lupe Palacio Dave Potter Judith Profeta Elliott Robinson Ralph Rubio Ken Scherpinski Teresa Sullivan Mark Verbonich Robert Weakley 9. Information: Discuss upcoming National Workforce Association of Boards (NAWB) March 6th-9th 2010, Annual Forum attendee list and associated costs. SUBCOMMITTEE & ADVISORY COMMITTEE CHAIR REPORTS 10. Information: Chair reports from: Executive David Bernahl Planning Robert Weakley Oversight Mary Ann Leffel HART Joanne Webster Youth Council-Diana Carrillo ANNOUNCEMENTS OF EVENTS OR SERVICES Upcoming Subcommittee Meetings: Executive: 1/19/10 & 2/15/10 Planning: 2/17/10 & 4/21/10 Oversight: 1/14/10 & 2/11/10 Youth Council: 1/11/10 & 2/8/10 Ad&PR: 2/5/10 & 4/5/10 Disability Advisory: 2/18/10 & 3/18/10 ADJOURN Ad&PR Wendy Brickman Construction Ralph Rubio DAC-Lupe Palacio 1/21/2010 Dr. Pimentel Event Upcoming WIB Meetings: February 3,2010 Rancho Cielo April 7,2010 David Bernahl David Bernahl David Bernahl David Bernahl 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 ), and the federal rules and regulations adopted in implementation thereof. Information regarding how, to whom and when a request for disability related modification or accommodation, including auxiliary aids or services may be made by a person with a disability who requires a modification or accommodation in order to participate in the public meeting. For information, please call (831) or visit our website at Monterey County Workforce Investment Board (WIB) Loyanne Flinn, Acting Director 730 La Guardia Street Salinas, CA (831) Fax (831) flinnlg@co.monterey.ca.us

3 Monterey County Workforce Investment Board (WIB) Contact Information David Bernahl, II, WIB & Executive Chair Erik Cushman, WIB 1 st Vice Chair Joanne Webster, WIB 2 nd Vice Chair Robert Brower, Sr., WIB Past Chair Loyanne Flinn, WIB Acting Director Salinas One-Stop Career Center 730 La Guardia Street, Salinas, CA Phone: (831) flinnlg@co.monterey.ca.us Website: General Phone: (831) Fax: (831) WIB Management Analysts: Miguel Banda, (831) , bandam@co.monterey.ca.us Manley Bush, (831) , bushm@co.monterey.ca.us Marleen Esquerra, (831) , esquerraml@co.monterey.ca.us Stephanie Shonley, (831) , shonleys@co.monterey.ca.us Monterey County One-Stop Career Center Operators Contact Information Office for Employment Training (OET) Lynda Dunn, Deputy Director Phone: (831) dunnl@co.monterey.ca.us Website: CalWORKs Employment Services (CWES), Community Action Partnership (CAP), Monterey County Child Care Planning Council (CCPC) Barbara Verba, Deputy Director Phone: (831) verbab@co.monterey.ca.us Website: Employment Development Department (EDD) Ruben Garcia, Manager Phone: (831) RGarcia@edd.ca.gov Website: Monterey County Workforce Investment Board (WIB) Joseph Werner, Executive Director 730 La Guardia Street Salinas, CA (831) Fax (831) wernerj@co.monterey.ca.us Salinas One-Stop Salinas Airport Business Park 730 La Guardia Street Salinas, CA (831) Monterey County One-Stop Career Center Locations Seaside One-Stop University Plaza Shopping Center 1760 Fremont Blvd, Ste. D-2 Seaside, CA (831) King City One-Stop Towne Square Shopping Center 200 Broadway Street, Ste. 62 King City, CA (831)

4 UNADOPTED Minutes of the Monterey County Workforce Investment Board Wednesday, October 21, 2009, 8:30 A.M. Inn at Spanish Bay in Pebble Beach, St. Andrews Room, Mile Drive MEMBERS PRESENT David Bernahl, Chair Erik Cushman, Vice Chair Joanne Webster, 2nd Vice Chair Robert Weakley Linda Coyne Judith Profeta Phoebe Helm Diana Carrillo Al Davis Harry Gamotan Mike Hutchison Mary Ann Leffel Salvador Munoz Bob Bittner Tony Aniello Scott Grover Elliot Robinson Wendy Brickman Diane Berry-Wahrer Loyanne Flinn Maria Castillo MEMBERS ABSENT Jim Nakashima Aaron Johnson Supervisor Dave Potter Doug Garrison Carol Blair James Culcasi Mark Verbonich Chris Chidlaw Cesar Lara Richard Gillis Michael Oprish Teresa Sullivan Blas Barroso Ken Scherpinski Lupe Palacio OTHERS PRESENT Marleen Esquerra Manley Bush Miguel Banda Stephanie Shonley Gloria Torrez Lynda Dunn Ruben Garcia Rosie Chavez Deborah Carrillo Randy Bangs Vivian Brennand Mark Gonzalez Cheryl Ward Crystal Vasquez Rhonda Staton Pamela Brown Nathalie Gosset Bob Harper REPRESENTING Business Business Business Business K-12 Education Business Economic Development Migrant Seasonal Farm Worker Program Community Based Organization (CBO) Labor Organizations Business Economic Development Business EDD Business Business Department of Social and Employment Services Business Department of Rehabilitation Acting WIB Executive Director Ex-Officio Member Labor Organizations REPRESENTING Housing Authority Business Monterey County Board of Supervisors, 5th District Post-Secondary Education Labor Organizations Business Business Business Labor Organizations Business Business Older American Programs Labor Organizations Labor Community Based Organization (CBO) REPRESENTING WIB staff WIB staff WIB staff WIB staff WIB staff Office for Employment Training (OET) EDD Turning Point Turning Point Youth Council Youth Council Youth Council Youth Council Unity Care Youth Council Youth Council Alfred Mann Institute Salinas Adult School Page 1 of 3

5 Will Moore Andree Chapman Kathleen Lee Doug Orlando John Chamberlain Shoreline Youth Council Supervisor Potter, Monterey County Board of Supervisors, 5 th District State EDD Facilitator CALL TO ORDER/INTRODUCTIONS: Mr. Bernahl called the meeting to order at 8:55am. He welcomed those in attendance and called for introductions from those present. A quorum was established. CHANGES TO THE AGENDA: None. PUBLIC COMMENT: None. BUSINESS MEETING: 1. Action: Approve the minutes of the August 5, 2009 Workforce Investment Board meeting. Motion: Mr. Weakley moved to approve the minutes as stated. Second: Ms. Leffel Motion passed unanimously APPOINTMENTS & RESIGNATIONS: 2. Action: Consider and approve the October 7, 2009 Request for Proposal (RFP) Evaluation Team funding recommendation for American Recovery and Reinvestment Act (ARRA) funded Layoff Aversion services totaling $250,000. Motion: Ms. Brickman moved to approve the item as stated. Second: Mr. Weakley Motion passed unanimously 3. Action: Accept the resignation of WIB member, Ms. Carol Blair, representing Labor Organizations. Motion: Ms. Webster moved to approve the item as stated. Second: Mr. Munoz Motion passed unanimously 4. Action: Review the credentials and act upon the nomination of WIB nominee, Ms. Maria Castillo, representing Labor Organizations for a three-year term to commence Oct 27, 2009 and end Oct 27, Motion: Mr. Cushman moved to approve the item as stated. Second: Mr. Weakley Opposed: Mr. Gamotan Motion approved by the remaining WIB members in attendance. 5. Action: Review the credentials and act upon the nomination of Youth Council nominee, Ms. Natalie Garcia, representing Individuals with Experience in Youth Activities for a two-year term to commence Oct 27, 2009 and end Oct 27, Motion: Ms. Carrillo moved to approve the item as stated. Second: Ms. Webster Abstained: Mr. Bittner Motion passed unanimously 6. Action: Approve the reappointment of Youth Council member, Ms. Judy Morales, representing Out-of-School Youth for a two-year term to commence Oct 27, 2009 and end Oct 27, Motion: Ms. Webster moved to approve the item as stated. Second: Ms. Leffel Motion passed unanimously CONSENT CALENDAR: Mr. Bernahl requested a motion to approve the consent calendar referencing items C-1 through C-4. Motion: Mr. Weakley moved to approve the consent calendar as listed. Second: Mr. Cushman Motion passed unanimously C-1: Action: Concur with the September 21, 2009 Executive Committee action to approve the acceptance of $44,981 in Governor s WIA 15 percent funds to support the California Department of Corrections & Rehabilitation (CDCR) New Start Program. C-2: Action: Concur with the September 21, 2009 Executive Committee action to approve WIB Policy # WIB Definition of Lower Living Standard Income Level for WIA Subcontractors. C-3: Action: Concur with the October 19, 2009 Executive Committee action to approve the monitoring schedule for Program Year for WIA Title I Adult, Dislocated Worker and Youth Programs. C-4: Action: Concur with the October 19, 2009 Executive Committee action to approve $2,500 from the Ad&PR Committee s budget to support the employer and staff training workshop on Jan 21, Page 2 of 3

6 ANNOUNCEMENTS OF EVENTS OR SERVICES: Mr. Bernahl announced the next full WIB meeting on December 2, 2009 at Rancho Cielo and the upcoming subcommittee meetings. ADJOURNMENT: Motion: Mr. Gamotan moved to adjourn the meeting. Second: Ms. Leffel Motion Passed Unanimously Mr. Bernahl adjourned the meeting at 9:07am Page 3 of 3

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8 Agenda #3 MEMORANDUM TO: WORKFORCE INVESTMENT BOARD (WIB) FROM: LOYANNE FLINN, ACTING DIRECTOR SUBJECT: REVIEW THE CREDENTIALS AND ACT UPON THE NOMINATION OF WIB NOMINEE, MR. RUBEN GARCIA, REPRESENTING THE EMPLOYMENT DEVELOPMENT DEPARTMENT TO COMMENCE ON DECEMBER 15, 2009 AND END ON JUNE 24, 2011 REPLACING MR. BITTNER DATE: JANUARY 6, 2010 RECOMMENDATION: It is recommended that the full WIB concur with the Executive Committee action to review the credentials and act upon the nomination of WIB nominee, Mr. Ruben Garcia, representing the Employment Development Department to commence December 15, 2009 and end on June 24, 2011, replacing Mr. Robert Bittner. SUMMARY: The WIB bylaws state that the term of membership for all Local Workforce Investment Board (LWIB) members shall be for three years. The three-year term limit was enacted with the approval of the original WIB bylaws by the BOS on May 29, DISCUSSION: The current WIB bylaws, adopted by the Monterey County Board of Supervisors on May 29, 2001 and amended on June 19, 2007, state the following under ARTICLE V MEMBERSHIP with regard to appointments: V.4 Term. The term of membership for all LWIB members shall be for three years, upon which time consideration of reappointment shall occur. Members appointed to the LWIB shall serve as individuals and may not appoint alternates. There shall be no term limits for private sector membership. All other non-required membership positions shall seek reappointment at the end of 3 years of service, with a limit of two consecutive terms. V.7. Members appointed to fill a vacancy shall serve until the normal expiration of the term of the vacant seat. A member can continue to serve until reappointment or replacement by the CLEO. ATTACHMENTS: Membership application for Mr. Ruben Garcia. Loyanne Flinn, Acting Director Monterey County Workforce Investment Board This report was written by: Marleen Esquerra, WIB Management Analyst 12/28/2009 Date

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12 Agenda # C-1 MEMORANDUM TO: WORKFORCE INVESTMENT BOARD (WIB) FROM: LOYANNE FLINN, ACTING EXECUTIVE DIRECTOR SUBJECT: APPROVE THE FINAL MONITORING REPORT OF OFFICE FOR EMPLOYMENT TRAINING S (OET) CALIFORNIA GANG REDUCTION AND INTERVENTION PROGRAM (CALGRIP) GRANT FOR PY DATE: JANUARY 6, 2010 RECOMMENDATION: It is recommended the full WIB concur with the Executive Committee action to approve the final monitoring report for the Office for Employment Training s (OET) California Gang Reduction and Intervention Program (CalGRIP) grant for program year DISCUSSION: The monitoring review of OET s CalGRIP grant for program year , covered the period of April 1, 2009 June 30, 2009 and focused on the areas of program oversight and fiscal expenditures. A draft monitoring report was issued to OET on July 14, There were no findings or observations noted. ATTACHMENTS: 2a.OET s FINAL CalGRIP grant Monitoring Report (2 pages) Loyanne Flinn, Acting Director Monterey County Workforce Investment Board This report was written by: Manley Bush, WIB Management Analyst 12/28/2009 Date

13 WORKFORCE INVESTMENT BOARD MONTEREY COUNTY DAVID BERNAHL, II, CHAIR JOSEPH WERNER, EXECUTIVE DIRECTOR November 4, La Guardia Street P.O. Box 2135 Salinas, CA Phone (831) Fax (831) Lynda Dunn, Director OET 760 LaGuardia St. Salinas, CA FINAL WIA CalGRIP Grant Monitoring Report for PY Grant Summary The Employment Development Department in coordination with the CA Workforce Investment Board and the Labor and Workforce Development Agency announced the availability of Workforce Investment Act (WIA) Governor s Discretionary 15% grant funds for the purpose of expanding job training for current gang members, gang involved, or at-risk of gang involved youth. As part of Governor Schwarzenegger s California Gang Reduction, Intervention and Prevention initiative (CalGRIP) to combat gang violence, a total of $5 million in WIA Governor s Discretionary 15% grant funds is available, with a maximum award of $500,000 for each grantee. The projected outcomes of this grant is aimed at helping 100 young adults, ages 18 to 24, over a two-year period. On January 30, 2009, the Governor announced that more than $5.4 million in competitive grants were awarded to 11 areas in California to provide job training and education programs targeting youth at risk of joining gangs or seeking to leave them. Monterey County received $500,000. Grant Period: February 1, 2009 through March 31, 2011 DESK REVIEW Participant Enrollment 1 st Qtr 4/09 6/09 Plan vs. Actual 1 st Qtr 1 st Qtr % Plan Actual 1.Total Enrollments % 2.Placement in Employment, 18 20* 111% Education or Training a. Entered Post Secondary 0 N/A** N/A** Education Program b. Entered Unsubsidized 0 N/A** N/A** Employment 3.Attained Recognized 0 N/A** N/A** Certificate/Diploma/Degree a. Attained High School Diploma 0 N/A** N/A** b. Work-Keys Career Certificate 0 N/A** N/A** 4. Literacy/Numeracy Gains (Out of School and Basic Skills Deficient) 0 N/A** N/A** WIA CalGRIP Program Compliance Monitoring PY Page 1 of 2

14 CalGRIP 1 st Qtr Budget Plan 4/09 5/09 vs. Actual 1 st Qtr 1 st Qtr % Plan Actual Total Expenditures $42,000 $28,612 68% * Work Experience ** Performance outcomes will not be available until the 3 rd Qtr 10/09 The CalGRIP program has been in operation for three months since April The program design will prepare targeted youth to enter an education or training program that will focus on linking youth to career pathways in high wage/high growth industries or in an occupation with future career advancement opportunities for youth who exit existing youth programs at Silver Star, Rancho Cielo, Turning Point and other local community youth centers. In addition, retention services will be provided to youth after employment or entry into secondary school that include, but are not limited to, career planning, counseling, peer support groups, assistance with education and referral to supportive services in the community. Sincerely, Loyanne Flinn, Acting WIB Executive Director CC: Manley Bush, WIB Management Analyst WIB Monitor File WIA CalGRIP Program Compliance Monitoring PY Page 2 of 2

15 Agenda # C-2 TO: FROM: MEMORANDUM WORKFORCE INVESTMENT BOARD (WIB) LOYANNE FLINN, ACTING DIRECTOR SUBJECT: APPROVE AND AMEND THE FY DEPARTMENT OF SOCIAL & EMPLOYMENT SERVICES RECOMMENDED BUDGET TO ADD 18 POSITIONS AND INCREASE APPROPRIATIONS AND ESTIMATED REVENUES BY $6,140,394 FROM THE AMERICAN RECOVERY AND REINVESTMENT ACT DATE: JANUARY 6, 2010 RECOMMENDATION: It is recommended that the full WIB concur with December 21,2009 Executive Committee action to approve and amend the FY Department of Social & Employment Services Recommended Budget to add 18 positions and increase appropriations and estimated revenues by $6,140,394 from the American Recovery and Reinvestment Act. SUMMARY/DISCUSSION: On March 6, 2009, the US Department of Labor (DOL) announced the availability of Federal American Recovery and Reinvestment Act (ARRA) funds to further support and enhance Workforce Investment Act training and employment services for Youth, Adult and Dislocated Workers. On May 12, 2009, the Board of Supervisors concurred with the Monterey County Workforce Investment Board to accept a projected allocation of ARRA funds for the local Monterey County Workforce Investment Area. Subsequent to the initial acceptance of these funds, Monterey County received notification of the total ARRA allocation. As a result of this substantial funding increase, as well as current employment and economic conditions, local workforce development programs have continued to experience a significant demand for services. The $6.1M in ARRA fund includes $4.8M for participant costs (79%), and $1.3M for additional staffing (21%). As a means to effectively and efficiently address the increased demand for services, the Department is seeking to add a sufficient amount of new program positions. The additional positions include 14 line staff working directly with businesses and participants, and 4 management and support staff. The requested additional positions are necessary to support the current and projected volume of program enrollments and activities offered at the Salinas, Seaside and King City One Stop Centers, as well as to support the Workforce Investment Board. Planned services and capacity have increased. In PY , 239 Youth participants were served with formula funds and 555 with ARRA funds; and 1,645 Adult and Dislocated Worker participants were served with formula and ARRA funds. To date, in PY , July through November, 176 Youth participants have been served with formula funds and 617 with ARRA funds; and 1,373 Adult and Dislocated Worker participants have been served with formula and ARRA funds. The planned totals for PY is to serve 300 Youth participants with formula funds and 600 participants with ARRA funds; and 3,000 Adults and Dislocated Workers with formula and ARRA funds. In February 2010, the WIB year-to-date expenditures as of December 2009, position update, and any recommended budget modifications will be presented. Additionally, along with the OET year-to-date expenditures report, any budget modifications will be presented. Loyanne Flinn, Acting Director Monterey County Workforce Investment Board 12/28/2009 Date

16 Agenda # C-3 MEMORANDUM TO: WORKFORCE INVESTMENT BOARD (WIB) FROM: LOYANNE FLINN, ACTING DIRECTOR SUBJECT: CONCUR WITH THE NOVEMBER 16, 2009 CONSTRUCTION TRADES TRAINING ROUNDTABLE (CTTR) ACTIONS TO APPROVE PAYMENTS TO PROGRAM COORDINATOR TONY CARDOSO AND THE MONTEREY/SANTA CRUZ COUNTIES BUILDING TRADES COUNCIL IN NON-WIA FUNDS FROM THE SEASIDE RESORT DEVELOPMENT FUND. DATE: JANUARY 6, 2010 Recommendation: It is recommended that the full WIB concur with the Executive Committee action to approve the November 16, 2009 Construction Trades Training Roundtable (CTTR) action to approve payments to Program Coordinator Tony Cardoso and the Monterey/ Santa Cruz Counties Building Trades Council in Non-WIA funds from the Seaside Resort Development Fund. Information It is recommended in coordinating resources to hold the current Pre-apprenticeship class; a total of $ in class room materials expenses was incurred by Program Administrator Tony Cardoso. An additional $3750 in expenses was incurred by The Monterey Santa Cruz Building Trades Council for services provided by Mr. Cardoso in preparation for the current class. At the November 18, 2009 Construction Trades Training Roundtable, A motion was made by the committee to approve the reimbursement of the aforementioned expenditures. As the designated fiduciary agent for the Pre-apprenticeship Program, it is recommended that the Executive Committee review and approve the reimbursements. Loyanne Flinn, Executive Director, Date Monterey County Workforce Investment Board This report was prepared by: Miguel Banda, WIB Management Analyst 12/28/2009

17 Agenda # C-4 MEMORANDUM TO: WORKFORCE INVESTMENT BOARD (WIB) FROM: LOYANNE FLINN, ACTING EXECUTIVE DIRECTOR SUBJECT: APPROVE THE FINAL MONITORING REPORT OF OFFICE FOR EMPLOYMENT TRAINING S (OET) ARRA YOUTH PROGRAM GRANT FOR PY DATE: JANUARY 6, 2010 Recommendation: It is recommended that the full WIB concur with the Executive Committee approve to the Final Monitoring Report of the Office for Employment Training s (OET) American Recovery and Reinvestment Act s (ARRA) Youth Program Grant for PY DISCUSSION: The monitoring review of OET s American Recovery and Reinvestment Act (ARRA) Youth program year , covered the period of June 15, 2009 August 31, The focus of this review was to evaluate compliance with the provisions of the Workforce Investment Act associated regulations, directives and the provisions of the contract. Information collected for this report was obtained through review of the Grant, MIS reports, correspondence, general ledger, on-site visits and staff payroll. This information was used to determine adequate fiscal controls and programmatic compliance. A draft monitoring report was issued to OET on September 18, There was one observation noted in the report. ATTACHMENTS: 6a.OET s FINAL ARRA Youth Monitoring Report (3 pages) Loyanne Flinn, Acting Director Date Monterey County Workforce Investment Board This report was written by: Manley Bush, WIB Management Analyst 12/28/2009

18 WORKFORCE INVESTMENT BOARD MONTEREY COUNTY DAVID BERNAHL, II, CHAIR JOSEPH WERNER, EXECUTIVE DIRECTOR December 16, 2009 Lynda Dunn, Deputy Director Office for Employment Training 730 La Guardia Street Salinas, CA La Guardia Street P.O. Box 2135 Salinas, CA Phone (831) Fax (831) Final Office for Employment Training ARRA Youth Program Monitoring Report This is to report the results of our compliance monitoring for the Workforce Investment Act (WIA) Title I activities performed by the Office for Employment Training (OET) for the Summer Youth Program. The monitoring review covered the period of June 15, 2009 August 31, 2009 and focused on the areas of fiscal and program oversight. The purpose of this review was to evaluate compliance with the provisions of the Workforce Investment Act, associated regulations, directives and the local plan. Information collected for this report was obtained through MIS reports, interviews with enrolled participants, staff, and observations. DESK REVIEW OET s performance was reviewed for compliance with the Training and Employment Guidance Letter (TEGL) No 14-08, 13-08, 17-05, 43-08, Employment Development Department (EDD) Directive WSDC8-8, Workforce Investment Act.(WIA), American Recovery and Reinvestment Act (ARRA), Wagner Peyser Act and Code of Federal Regulations (CFR) Title 20, Part 664 (WIA Youth Activities). Budget Plan Summary Funding Identification (February 17, 2009 June 30, 2010) Plan Actual 1. ARRA Youth Formula Allocation $2,833,111 $2,833, ARRA Youth Funds Expended in PY (Feb-Jun 09) (110,000) (110,000) Total Funds Available PY $2,723,111 $2,723,111 Total ARRA Youth Allocation Plan (April 1 August 18, 2009) Plan Actual % of Plan 6. Program Services (sum of lines 6A through 6B) $2,458,000 $1,755,271 71% A. In School 1,633,867 1,324,208 81% B. Out-of-School (30%) 816, ,063 53% 7. Ad ministration 272, ,700 58% 8. Total (line 6 plus line 7) $2,723,111 1,912,971 70% 9. Amount Carried out to N/A N/A N/A Participant Plan Summer Youth Program (SYP) Totals SYP (April 1 August 20, 2009) SYP Plan SYP Actual % of Plan A. Total Participants (1+2) % 1. Participants Carried In New Registered Participants Entering Grant % 3. Co-Enrollments from 301 into 107 Component % B. Participant Age Groups (1+2 +3) WIA Title I ARRA Youth Programs Compliance Monitoring PY Page 1 of 3

19 C. Out of School Youth for 30% Expenditure Report % Performance Indicators Work Readiness Plan Actual % of Plan D. Work Readiness - PEST (Pre-employment Skills Training) % Work Experience (WE) Youth Completed WE Youth Enrolled WE Completion Rate E. * Work Experience Completion Rate % *(Number of youth who complete their summer youth employment work experience/ Number of youth who participated in summer youth employment) x 100% = Completion Rate. ** OET has 303 Youth pending completion of Work Experience ( =522/549 x 100%=95%). FIELD REVIEW File Review A file review was conducted of 60 files or approximately 10% of active participant case files enrolled in the Youth Program. The file monitoring review included eligibility, assessment, and case-management, supportive services and incentive payments. OET staff received a by name list of the 10 or 17% of the files reviewed and the results of each observation in a separate correspondence. The OET Program Supervisor provided WIB staff with all necessary documentation that was missing or incomplete in all 10 files. The observations are considered closed and no further action will be necessary. Participant and On-site Staff Interviews Onsite interviews with supervisors and participants were conducted from Tuesday through Friday July 28, 2009 to August 7, WIB staff members Manley Bush, Stephanie Shonley, Miguel Banda and three members of the Youth Council Vivian Brennan, Sal Munoz and Diane Carrillo conducted onsite interviews at 16 worksites. Both participants and supervisors were satisfied with the services provided by the One-Stop Career Center staff. No deficiencies were noted. FINANCIAL ACCOUNTING AND INTERNAL CONTROL A fiscal review was conducted. A sample of expenditures was reviewed to assess accurate payroll register and participant timesheets, application of indirect cost rates, cost allocation, timely posting, and adherence to established fiscal procedures. During the review of the participant files 4 observations regarding participant timesheets were noted by WIB staff. The results of the file review were compared to the fiscal payroll register and corrected by OET fiscal staff. WIB staff recommends the corrections made in the payroll office should be copied back to the participant files. All observations identified during the review have been corrected and no further action is necessary. These issues are considered closed. PROCUREMENT A contract review was conducted by WIB staff for compliance in accordance with TEGL and The review focused on OET s American Recovery and Reinvestment Act (ARRA) Contract provisions for the summer youth programs. Eleven Professional Services Agreements (PSA) contracts were reviewed with deficiencies noted on 8 or 73% of 11 contracts. Observation: Although OET was able to provide all the documentation that was missing or incomplete in each of the PSA contracts it took several days of discussion between WIB staff, OET fiscal manager and two of OET s Management analysts to ascertain the information. Recommendation: We recommend OET submit a corrective action plan or policy that describes the process on how the contract review will be conducted or monitored by management staff. WIA Title I ARRA Youth Programs Compliance Monitoring PY Page 2 of 3

20 OET Response: The Professional Services Agreements had no deficiencies. What is being noted is that the final documents completed by two analyst staff in a record amount of time had not been completely packaged for the fiscal office at the time of the review. The documents noted were in the Analysts contract files and immediately available for the reviewer. There were eleven contracts developed and finalized in approximately 60 days in preparation for the summer program. WIB Response: During the monitoring of the contract procurement, WIB staff identified six deficiencies in OET s contractual process (three contracts were missing signed authorization forms; one contract was missing certificate of liability insurance; one contract was missing fiscal manager s signature and one contract was missing all contract exhibits with signatures). OET Analyst and fiscal staff provided WIB staff with the necessary documentation to close the contract issues prior to issuing the daft and final monitoring report. WIB staff has accepted OET s corrective action response and no further action is necessary. This issue is considered closed. EXIT INTERVIEW A program and fiscal exit interview was held with Lynda Dunn, Deputy Director on August 4, CONCLUSION Interviews with OET staff, participants, and the results of the performance, file and fiscal reviews indicate that OET is operating in compliance with the provisions of the Workforce Investment Act, associated regulations, EDD Directives and the American Recovery and Reinvestment Act (ARRA). Because the methodology of our monitoring review included sample testing, this report is not a comprehensive assessment of all of the areas included as part of your program and fiscal operations. As you know, it is your responsibility to ensure that your systems, program, and related activities comply with the WIA regulations and applicable state directives. Therefore, any deficiencies identified in subsequent reviews, such as an audit, would remain your responsibility. Please extend our appreciation to your staff for their cooperation and assistance during our review. If you have any questions regarding this report or the review that was conducted, please contact me at (831) Sincerely, Loyanne Flinn, Acting WIB Executive Director cc: WIB Monitor File Manley Bush, WIB Management Analyst Lynda Dunn, OET Deputy Director WIA Title I ARRA Youth Programs Compliance Monitoring PY Page 3 of 3

21 MEMORANDUM Agenda #4 TO: WORKFORCE INVESTMENT BOARD (WIB) FROM: LOYANNE FLINN, ACTING DIRECTOR SUBJECT: CONSIDER AND APPROVE THE UPDATED PERCENTAGE GOALS IN WIB POLICY # ENTITLED "WIA TITLE I RESOURCE ALLOCATION" DATE: DECEMBER 21, 2009 RECOMMENDATION: It is recommended that the full Workforce Investment Board concur with the Executive Committee action to approve the updated target and goal percentages in WIB policy # entitled "WIA Title I Resource Allocation". INFORMATION: The attached WIB policy #2010-1, entitled WIA Title I Resource Allocation has impacts on the type of data collected and reported to the WIB, on the level and amount of documentation required for monitoring purposes, and the tracking of subcontract performance and resource allocation. The current service goals are based on past service levels, unemployment and community benefits data. The previous service levels were compiled from 2000 U.S. Census data. PREVIOUS TARGET GOALS GEOGRAPHIC AREA ADULT DISLOCATED WKR YOUTH NORTH 9% 9% 9% CENTRAL 43% 46% 47% WEST 34% 32% 28% SOUTH 14% 13% 16% PROPOSED TARGET GOALS AND MINIMUMS GEOGRAPHIC AREAS TARGET GOAL MINIMUM GOAL NORTH 11% 10% CENTRAL 55% 10% PENINSULA (WEST) 16% 10% SOUTH 18% 10% New target goals and minimum goals are based on updated population data and minimum monitoring goals, respectively. The recommended goals resulting from this action will apply to not only the Office for Employment Training (OET) but also the WIA Title I subcontractors. Subcontractors will continue to serve the hardest-to-serve individuals and other hard-to-serve groups. FISCAL, PROGRAM, AND MANAGEMENT INFORMATION (MIS) ISSUES OR IMPACTS: These goals will require reporting and monitoring of program success and will be an evaluative measure used by the WIB. ATTACHMENTS: WIB Policy Loyanne Flinn, Acting Director Monterey County Workforce Investment Board This report was written by: Stephanie Shonley, WIB Management Analyst 12/28/2009 Date

22 Monterey County Workforce Investment Board (WIB) < < < D R A F T > > > LOCAL POLICY BULLETIN # Attachment #4 Pending adoption by the Monterey County Workforce Investment Board. Proposed Effective Date: January 6, 2010 Supersedes WIB Policy To: All Monterey County Workforce Investment Act (WIA) Title I Service Providers Subject: Monterey County WIA Title I Resource Allocations Purpose: The purpose of this guidance is to provide Monterey County WIA Title I Service Providers with information on the four (4) geographic regions of Monterey County in serving eligible WIA Title I economically disadvantaged adults, youth and dislocated workers. This policy impacts the type of data collected and performance reported to the WIB and its subcommittees. Reference: Workforce Investment Act (WIA) regulations allow Local Workforce Investment Boards local discretion to establish service goals and resource allocation methodologies. Monterey County WIA Title I service levels, unemployment and community benefits data were used to determine the geographic area goals. Policy: The goals listed below apply to all Monterey County WIA Title I Service Providers. This policy supersedes all previous policies on the services to eligible individuals by geographic area. WIA Title I Service Providers must establish outreach systems to reach the goals identified in this policy to serve all geographical areas of Monterey County. The procedures and methods established by service providers to achieve these goals and the success in reaching these goals will be subject to routine monitoring by the WIB. Service to Eligible Individuals by Geographic Area GEOGRAPHIC AREAS TARGET GOAL MINIMUM GOAL NORTH 11% 10% CENTRAL 55% 10% PENINSULA (WEST) 16% 10% SOUTH 18% 10% Areas contained within the designated geographic areas are as follows: North: Aromas, Castroville, Elkhorn, Las Lomas, Moss Landing, Pajaro and Prunedale; Central: Boronda, Salinas, Speckles and Chualar; Peninsula (West): Carmel, Carmel Valley, Del Monte Forest; Del Rey Oaks, Marina, Monterey, Pacific Grove; Sand City and Seaside; and South: Bradley, Gonzales, Greenfield, King City, San Ardo, San Lucas and Soledad. Monterey County Workforce Investment Board (WIB) Joseph Werner, Executive Director 730 La Guardia Street Salinas, CA (831) Fax (831) wernerj@co.monterey.ca.us Inquiries: For questions or assistance related to this policy, please contact the Monterey County Workforce Investment Board (MCWIB) staff at (831) This policy will be posted to the MCWIB website located at: Sincerely, Loyanne Flinn Acting Executive Director, Monterey County Workforce Investment Board Local Policy Bulletin # Page 1 of 1

23 Agenda #5 MEMORANDUM TO: WORKFORCE INVESTMENT BOARD (WIB) FROM: LOYANNE FLINN, ACTING DIRECTOR SUBJECT: DISCUSSION REGARDING THE LIST OF IDEAS AND SUGGESTIONS PROPOSED BY THE WIB MEMBERS AT THE ANNUAL WIB RETREAT HELD ON OCTOBER 21, 2009 DATE: JANUARY 6, 2010 SUMMARY: Workgroup#1 - Board Business WIB strategically located within county structure Economic Development instead of DSES BOS Agenda: WIB Annual Report in January, quarterly scheduled items, and CAO weekly report Strategic WIB Meeting Calendar 2010 WIB and Youth Council members tour Career Centers meetings at partner sites Full WIB meetings to be working meetings with more opportunity for discussion PR and Outreach Committee (Ad&PR) to develop new outcomes and goals to present to full WIB WIB Membership Committee, working subgroup of Executive Committee Mental Health representative on Youth Council Workgroup#2 WIB, Economic Development and Educational Partnerships Economic and Workforce Development Event with MCBC and AMBAG April 23, 2010 Economic Development: BOS Ad Hoc Economic Development Committee; WIB staff provide information at OEDC and MCBC meetings. Economic Development: Salinas Valley Enterprise Zone Economic Development: Chambers and other employer organizations presentations Education: Meeting with Community Colleges, ROP and Adult Schools planned Education: Awareness of WorkKeys Education: WIB staff to participate in MCBERI Workgroup #3 - One Stop Operations Additional permanent and/or mobile One-Stops One-Stop Operator MOU Workgroup #4 - Community Workforce System and ARRA funding Success Stories from Youth Council, OET, subcontractors and other workforce partners Develop Local Performance Goals Collaborations across the Community Workforce System Virtual Tools and Training System Evaluation WIB/OEDC ARRA projects: Layoff Aversion Project ATTACHMENT: Four strategic workgroups Loyanne Flinn, Acting Director Monterey County Workforce Investment Board 12/28/2009 Date

24 Monterey County Workforce Investment Board (WIB) 2009 WIB Retreat October 21, 2009 Executive Committee Meeting Workgroup # 1 Board Business Proposed Work Plan GOALS P LAN/TIMELINE STATUS 1. WIB strategically located within County structure Outside of DSES Work with County Supervisors BOS Ad Hoc Economic Development Committee Plan: Complete WIB Annual Report and place as scheduled item on the January BOS agenda. Send items to be included in CAO report Research Waste Management model Scheduled item Quarterly on BOS agenda 2. Strategic Meeting Calendar 2010 Define the purpose of the full WIB and each committee. (i.e. only need a full WIB and Youth Council) Committee and meeting deliverables Virtual meetings and video/audio recordings of meetings posted online Plan: workgroup of 3-4 WIB and YC members; bylaw update required On February full WIB meeting agenda Join Planning and Oversight? 3. Every WIB and YC member to spend a 1/2 day visiting the One-Stop and see the entire process Plan: Schedule WIB & YC meetings at One-Stops and partner locations followed by tours. 4. Full WIB meetings are working meetings ED report precedes consent items 5. PR & Outreach Committee Faces of WIB Chambers and other business organizations Effective marketing of training/skill-building opportunities Community Outreach and Marketing disability Recognition Event Plan: next Ad&PR meeting to be a strategy meeting, submit new goals to Exec & WIB; no bylaw update needed 6. Monitor WIB and Committee attendance Plan: Attendance report on Oversight Committee agenda for January, every meeting 7. WIB Membership Committee Plan: working group of the Exec Comm 8. Mental Health Rep on Youth Council Plan: With concurrence of Youth Council chair, will seek representative to submit application. No bylaw change needed. Board Business Proposed Work Plan Page 1 of 1

25 Monterey County Workforce Investment Board (WIB) 2009 WIB Retreat October 21, 2009 Workgroup # 2 WIB, Economic Dev. & Educational Partnerships Proposed Work Plan Executive Committee Meeting GOALS ECONOMIC DEVELOPMENT P LAN/TIMELINE STATUS 1. Economic and Workforce Development Event with MCBC and AMBAG April 23, 2010 BOS Ad Hoc Economic Development committee? 2. WIB staff to regularly attend Overall Economic Development and Monterey County Business Council meetings WIB staff will present updates regularly Joint WIB/OEDC status Dr. Garrison, Executive Committee and WIB staff to meet 3. Salinas Valley Enterprise Zone Plan: Presentation on full WIB agenda for February Collaboration with Chambers and other business organizations Plan: WIB and OET staff to make presentations 5. Coordinate ordinance and permitting process reform efforts addressing barriers to business growth within county Plan: Brief at February full WIB Meeting (MCBC) 6. Business Advisory focus group Coordinate with Layoff Aversion Project Research Fresno s business retention plans to expand and grow businesses. Link with Layoff Aversion contract. GOALS EDUCATION PLAN/TIMELINE STATUS 1. Increase awareness of ROP/ADULT programs throughout county Coordinate ARRA funding of ROP and Adult School education Plan: Will convene a meeting by the end of January with Community Colleges, ROP and Adult Schools on contract education planning. 2. Increase awareness of Work Keys through demonstrations at Youth Council and other public forums Plan: WIB and Youth Council presentation in January (MCBC) 3. Initiate collaboration with MCBERI as leading agency for ED/BUS/ coordination Plan: WIB staff to attend MCBERI meetings regularly and provide information support Workplace Connections WIB, Economic Development and Educational Partnerships Proposed Work Plan Page 1 of 1

26 Monterey County Workforce Investment Board (WIB) 2009 WIB Retreat October 21, 2009 Workgroup # 3 One-Stop Operations -Proposed Work Plan Executive Committee Meeting GOALS P LAN/TIMELINE STATUS 1. Establish permanent Satellite One-Stops Strategic Partnerships Plan: 2-page whitepaper on satellite one-stops in WIA and regulations. Determine whether to RFP. Would it be in addition or a replacement of the current OJT RFP? Permanent and mobile simultaneous or is one a priority? Options that do not require WIA funding 2. Mobile One-Stop Plan: Presentation to Executive Committee on Dec 21 Doug Orlando asked for WIB action based on presentation and analysis OET is in the process of purchasing a mobile van for $58,000. Mobile unit to be similar mobile blood bank vans Use as a moving billboard, Equip van with computers with Internet access Use One Stop employees to drive and staff van. Disadvantage - while traveling, the staff is not working Use existing fleet of vans- EDD has vans- Add advertising to existing vans 3. Develop Memorandum of Understanding (MOU) WIB and One-Stop Operator Plan: In process-working with OET, CWES & EDD. Using Santa Cruz s MOU as a model. Establish partnerships with each school and the One-Stop Career Centers Partner with Community Business Organization s, Chambers, Lions, Chambers, Rotary, Kiwanis Plan for number of employers to serve in the One-Stop system Create employer eligibility and develop criteria to qualify employers to receive One-Stop services Define small, medium and large employers Educate businesses on One-Stop concept or service delivery One-Stop collaboration with businesses on new development trends, business expansion or position openings Information on One-Stop computers should include information on OJTs, Work Experience and Internships Build relationships with other government agencies like Cal-Trans to offer training and to put people to work One-Stop Operations Proposed Work Plan Page 1 of 1

27 Monterey County Workforce Investment Board (WIB) 2009 WIB Retreat October 21, 2009 Executive Committee Meeting Workgroup # 4 Community Workforce Development System/ARRA funding Proposed Work Plan GOALS P LAN/TIMELINE STATUS 1. Create a Brag Book ( 50 Stories) promoting inspirational, success stories of the clients we serve Plan: Post minimum of one success story a month on WIB website form employers and participants including Youth council, OET, subcontractors and other workforce partners. 2. Develop Local Performance Goals business services performance goals to include repeat businesses, quotes from businesses and percent hired when referred to businesses 3. Community Outreach and Marketing Collaborations across the Community Workforce Development System Plan: Continue Connectivity Forums 4. Virtual Tools and Training Online job fair, Case management (i.e. Network of Care ) Service delivery online Create virtual workshops and training ALISON Advanced Learning Interactive Systems Online LMI Labor Market Information 5. System Evaluation Geographic Policy on Planning Agenda in December Enlist 3 rd party for evaluation and study Provide examples of activity based cost study, statistics on job placement, types of jobs, etc Recommended reinstating the scan card system More funds for clients, training and services vs. infrastructure 6. ARRA funding recommendations Leverage other grants Develop labor market studies request from Pebble Beach 7. ARRA - Layoff Aversion Project Plan: Utilize training and state technical assistance to make this a model project Community Workforce System/ARRA Funding Proposed Work Plan Page 1 of 1

28 Agenda #7 MEMORANDUM TO: WORKFORCE INVESTMENT BOARD (WIB) FROM: LOYANNE FLINN, ACTING DIRECTOR SUBJECT: PREVIEW OF THE WIB ANNUAL REPORT DATE: DECEMBER DISCUSSION: WIB staff is working on a draft WIB Annual Report. We would appreciate your comments and input. With direction from the Executive Committee, the full Annual Report could be ready to present at the full WIB meeting in February. Subsequently, it will be forwarded to the County Board of Supervisors for consent. Attachments: an outline of the Annual Report and Performance goals & Success Rates data from the State of CA Loyanne Flinn, Executive Director, Date Monterey County Workforce Investment Board This report was prepared by: Stephanie Shonley, WIB Management Analyst 12/28/2009

29 MONTEREY COUNTY WORKFORCE INVESTMENT BOARD Annual Report David Bernahl, II, WIB Chair Erik Cushman, WIB 1 st Vice Chair Joanne Webster, WIB 2 nd Vice Chair Robert Brower, Sr., Past WIB Chair WIB Members: Anthony Aniello Blas Barroso Mark Bastis Diane Berry-Wahrer Robert Bittner Wendy Brickman Diana Carrillo Maria Castillo Chris Chidlaw Linda Coyne James Culcasi Al Davis Harry Gamotan Dr. Douglas Garrison Rich Gillis Scott Grover Phoebe Helm Mike Hutchinson Aaron Johnson Cesar Lara Mary Ann Leffel Salvador Munoz Jim Nakashima Michael Oprish Lupe Palacio Dave Potter Judith Profeta Elliott Robinson Ralph Rubio Ken Scherpinski Teresa Sullivan Mark Verbonich Robert Weakley Monterey County Workforce Investment Board (WIB) Loyanne Flinn, Acting Director 730 La Guardia Street Salinas, CA (831) Fax (831) flinnlg@co.monterey.ca.us 1. Performance and Customers Served Adults and Dislocated Workers Youth 2. Local Service Providers and Policies Adults Youth 3. Funding from Formula Allocations and Special Grants 4. Community and Regional Collaboration and Outreach Career Readiness and WorkKeys Workforce Collaborative of California s Central Coast (W4C) Healthcare, disability and Construction Advisory Committees to the WIB Launching of the Monterey County WIB Website 5. American Recovery and Reinvestment Act (ARRA) Joint Workforce Investment Board (WIB) and Overall Economic Development Commission (OEDC) Plans Summer Youth Employment Program (SYEP) WIB Mission and Overview The purpose of the Monterey County Workforce Investment Board (WIB) is to provide strategic planning, policy development, and Oversight and Evaluation of the local workforce investment system. The WIB serves as a vehicle to integrate private and public partners to effectively educate, train and place individuals with the necessary resources and skills to fulfill employer needs. The WIB s comprehensive workforce system is delivered through the County s One-Stop Career Centers, located in Salinas, Seaside and King City. The One-Stop Career Centers connect job seekers to valuable services that include the use of our resource room and computers, job search skills workshops, information on training and education, referrals to partner agencies and community resources and labor market information on growth industries in Monterey County. Employment and training services are provided to a diverse spectrum of residents through a unique combination of comprehensive and satellite One Stop Career Centers as well as specialized programs provided by our 16 local partners and subcontractors. Three of the partners consist of the major stakeholders and investors of the One Stop Career Centers. They include the Office for Employment Training (OET), Employment Development Department (EDD) and the Monterey County Department of Social and Employment Services (DSES) California Work Opportunity and Responsibility to Kids (CalWORKs) Employment Services (CWES).The WIB and OET are part of the Employment Services Branch of the Monterey County Department of Social and Employment Services (DSES).

30 Table O - Local Performance Local Area Name Total Participants Served Adults Dislocated Workers Youth 203 ETA Assigned # 6095 Adults 158 Monterey County WIB Total Exiters Dislocated Workers Youth Negotiated Performance Level Actual Performance Level Success Rate Entered Employment Rate Retention Rate Average Earnings Placement in Employment or Education Attainment of Degree or Certificate Adults 75.5% 78.3% % Dislocated Workers 79.0% 74.4% 94.18% Adults 76.5% 76.8% % Dislocated Workers 82.5% 84.9% % Adults $10,500 $11, % Dislocated Workers $12,500 $14, % Youth (14-21) 65.0% 69.1% % Youth (14-21) 45.0% 61.7% % Literacy or Numeracy Gains Youth (14-21) 15.0% 71.4% % Total participants served are clients in the program between July 1, 2008 and June 30, Total exiters include clients leaving the program during the period from April 1, 2008 to March 31,2009. The cohort for entered employment rates is October 1, 2008 through September 30, The average earnings and retention measures are based on the clients leaving the program between April 1, 2008 and March 31, The cohort for placement in employment or education and attainment of a degree or certificate measures is October 1, 2008 through September 30, The literacy and numeracy cohort is July 1, 2008 through June 30, Page 19 of 49

31 Agenda #8 TO: FROM: MEMORANDUM WORKFORCE INVESTMENT BOARD (WIB) LOYANNE FLINN, ACTING DIRECTOR SUBJECT: DISCUSS UPCOMING CALIFORNIA WORKFORCE ASSOCIATION (CWA) JANUARY 19 TH 21 ST YOUTH CONFERENCE, ATTENDEE LISTS, AND ASSOCIATED COSTS DATE: JANUARY 6, 2010 RECOMMENDATION: Review attendee list and associated costs. SUMMARY/DISCUSSION: THIS YEAR S CONFERENCE This year s conference theme, inspired by our Resident Poet Eric Morago s poetry, is A Billion Beats. We are referring to heartbeats both our individual heartbeats and how we choose to use each one of them and our collective heartbeats all of you out there working everyday to help youth succeed in their schools, their work, and their lives. A billion heartbeats is a lot of heart being dedicated to California s youth. We want you to bring your brain and your heart to Long Beach, to join with others, to grow our collective wisdom, and to teach and learn. The Conference runs from 1 PM on January 19th to Noon on January 21st. It will be held at the Long Beach Renaissance Hotel in downtown Long Beach. COST TO ATTEND: CWA Youth Conference January 19-21, 2010 Long Beach, CA Hotel: Per Room Check In January 18,2010 Check Out January 21,2010 Cost $ (3 Nights) Registration: Per Person $ Flight: $ * *Average cost for airfare. This cost is subject to change depending on availability. * Will be for meals not provided at the conference and taxi cab fares. *Total WIB member conference and training budget for is $50,000. *$ 2,250 has already been spent for the Meeting of the Mind Conference. Per Diem Total Cost Per Attendee $ $ 1, Loyanne Flinn, Acting Director Monterey County Workforce Investment Board 12/28/2009 Date

32 Agenda #9 TO: FROM: MEMORANDUM WORKFORCE INVESTMENT BOARD (WIB) LOYANNE FLINN, ACTING DIRECTOR SUBJECT: EVALUATE AND APPROVE ATTENDEE LIST FOR MARCH 6 TH 9 TH 2010 NATIONAL ASSOCIATION OF WORKFORCE BOARDS (NAWB) AND ASSOCIATED COSTS DATE: JANUARY 6, 2010 RECOMMENDATION: Review attendee list and associated costs. SUMMARY/DISCUSSION: Forum Preparing a Competitive U.S. Workforce - Reflection, Reinvestment, Recovery will be held March 6-9, 2010 at the Renaissance Washington DC Hotel in our nation's capital. It is a vital time for the workforce industry with the influx of stimulus funding and an administration focused on recovering a struggling economy. With record unemployment across the country there has been no more important time for workforce organizations to raise the bar on service delivery and innovation. Forum 2010 will bring leaders from workforce organizations, economic development, education, business, and others together to meet these challenges head on and to work together to prepare a competitive U.S. workforce. Information COST TO ATTEND: NAWB Forum 2010 Cost Washington DC Hotel: Per Room $1, Check In March 6,2010 (3 Nights) Check Out March 9,2010 Registration: Per Person $ Flight: $ * *Average cost for airfare. This cost is subject to change depending on availability. * Will be for meals not provided at the conference and taxi cab fares. * Total WIB member conference and training budget for is $50,000. *$ 2,250 has already been spent for the Meeting of the Mind Conference. Per Diem Total Cost Per Attendee $ * $2, Loyanne Flinn, Acting Director Monterey County Workforce Investment Board 12/28/2009 Date