Finance Committee Meeting (Telephone Conference) Agenda and Meeting Materials

Finance Committee Meeting (Telephone Conference) Agenda and Meeting Materials August 4, 2015 2:00 2:30 p.m. Call In Number: 1-712-432-0375 Passcode: 501739# www.myskillsource.org (703) 752-1606

THE SKILLSOURCE GROUP, INC. Finance Committee Meeting August 4, 2015 2:00 2:30 p.m. Conference Call-In: 1-712-432-0375 Passcode: 501739# Call to Order by the Finance Committee Chair ACTION ITEMS: 1. Acceptance of USDOL Award of $497,846 for the Success Through Education, Employment and Reintegration (STEER) initiative 2. Acceptance of the Commonwealth of Virginia Department of Corrections FY 2016 Award of $152,835 for the Virginia Serious And Violent Offender Reentry Offender Program 3. Acceptance of VCCS Working Family Success Network Award of $746,298 4. Approval of Extended Date for NEG OJT Project Initiative. 5. Acceptance of PY 2015 WIA Youth and Partial Authorization for Adult and Dislocated Worker Formula Funds ($1,701,711) Adjourn 1

THE SKILLSOURCE GROUP, INC. FINANCE COMMITTEE MEETING SUMMARY SHEET SUBJECT: Acceptance of USDOL Award of $497,846 for the Success Through Education, Employment and Reintegration initiative SkillSource was awarded $497,846 from the U.S. Department of Labor to participate in the project, Linking To Employment Activities Pre-Release Specialized American Job Centers. The SkillSource Success Through Education, Employment and Reintegration (STEER) initiative will provide 150 returning citizens with job search, training and placement services and supportive services both prior to and after their release. Participants in the two-year program will be trained and employed to STEER them to stable career pathways in high-growth Northern Virginia industries. Northern Virginia was one of twenty (20) sites selected for funding nationwide. Funding is available through June 2017. In partnership with the Fairfax County Sheriff, Fairfax County Department of Family Services, Fairfax County Public Schools, the Fairfax Re-Entry Council and Opportunities, Alternatives, and Resources (OAR), SkillSource will begin to implement an integrated service delivery approach that provides training, employment assistance, and support services to Fairfax County inmates before their release and build a continuum of these services that they can still access after their release. SkillSource has an established site within the Fairfax County Alternative Incarceration Branch (AIB) since 2007; through STEER, SkillSource can now provide both clients at the AIB and the Adult Detention Center (ADC) with training services that will help them gain skills and industryrecognized credentials in high-growth industries prior to release, that will aid them in obtaining employment post-release. The Notice of Award is attached (select pages.) ACTION REQUESTED: SSG Finance Committee accepts the award of $497,846 from the USDOL for STEER. STAFF: Tyna Gaylor Seema Jain 703-752-1606 2

6/30/2015 August 4, 2015 U.S. DEPARTMENT OF LABOR EMPLOYMENT AND TRAINING ADMINISTRATION NOTIFICATION OF AWARD Under the authority of the Workforce Investment Act (WIA) and the Second Chance Act of 2007, this grant or agreement is entered into between the above named Grantor Agency and the following named Awardee, for a project entitled - LINKING TO EMPLOYMENT ACTIVITIES PRE-RELEASE SPECIALIZED AMERICAN JOB CENTERS (AJCS). Name & Address of Awardee: THE SKILLSOURCE GROUP, INC. 8300 BOONE BOULEVARD SUITE 450 VIENNA, VIRGINIA 22182-2626 Agreement #: PE-27293-15-60-A-51 CFDA #: 17.270 Accounting Code: 1630-2015-0501741516BD201501740008155XF002A0000AOWI00AOWI00- A90200-410023--- Mod Amount: $497,846.00 EIN: 300129320 DUNS #: 003631436 The Period of Performance shall be from June 15, 2015 thru June 14, 2017. Total Government's Financial Obligation is $497,846.00 (unless other wise amended). To establish a new grant award. In performing its responsibilities under this grant agreement, the awardee hereby certifies and assures that it will fully comply with the following regulations and cost principles, including any subsequent amendments: Uniform Administrative Requirements, Cost Principles, and Audit Requirements: 2 CFR Part 200: Uniform Administrative Requirements, Cost Principles, and Audit Requirements; Final Rule 2 CFR Part 2900: DOL Exceptions to 2 CFR Part 200 48 CFR Part 31 Other Requirements (As Applicable): 29 CFR Part 93, Lobbying Certification 29 CFR Part 37, Nondiscrimination and Equal Opportunity Requirements 29 CFR Part 98, Debarment and Suspension; Drug Free Workplace 20 CFR Part 652 et al., Workforce Investment Act Wagner-Peyser Act Grant Award Documents, and attachments The awardee's signature below certifies full compliance with all terms and conditions as well as the above stated grant regulations and certifications, and that this document has not been altered. Signature of Approving Official - AWARDEE See SF-424 for Signature Signature of Approving Official - DOL / ETA (Signature / Date) No Additional Signature Required (Type Name and Title) MELISSA ABDULLAH June 22, 2015 Grant Officer 3

THE SKILLSOURCE GROUP, INC. FINANCE COMMITTEE MEETING SUMMARY SHEET SUBJECT: Acceptance of the Commonwealth of Virginia Department of Corrections FY 2016 funding for the Virginia Serious And Violent Offender Reentry Offender Program SSG received a Notice of Award from the Virginia Department of Corrections to furnish Virginia Serious and Violent Offender Reentry (VASAVOR) Offender Assistance and Case Management Services. The award of $152,835 for the period October 1, 2015 through September 30, 2016 is renewable for one additional one-year term. SkillSource will now be entering its 13 th year of engagement on the VASAVOR initiative. The VASAVOR program provides assistance to former serious or violent offenders in their preparation and search for employment in their return to Northern Virginia. The contract provides for case management, skills training, job search assistance, transportation, and other employment related supports. Since program inception in 2003, VASAVOR has enrolled 489 clients and placed 509 into employment (multiple placements may be made for one participant) at an average hourly wage of $10.54/hour ($21,923 annually.) This program has also produced an extremely low recidivism rate of just 4.5%. The Notice of Award is attached. ACTION REQUESTED: SSG Finance Committee is asked to accept the funding of $152,835 for the period of October 1, 2015 through September 30, 2016 from the Virginia Department of Corrections to operate the VASAVOR program. STAFF: Tyna Gaylor Seema Jain 703-752-1606 4

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THE SKILLSOURCE GROUP, INC. FINANCE COMMITTEE MEETING SUMMARY SHEET SUBJECT: Acceptance of VCCS Working Family Success Network Award of $746,298 SkillSource was awarded $746,298 from the Virginia Community College System to participate in the Workforce Innovation Fund: Working Families Success Network initiative. Funding will be utilized for One (1) full-time Financial Coach that will be based at the Prince William SkillSource Center in Woodbridge, VA. Northern Virginia is one of six (6) local workforce development areas in Virginia funded through this initiative. Funding will be available through September 2019. This model bundles three (3) service delivery components: (1) Workforce and education services resulting in career advancement; education and training; employability skills, job placement; (2) Income and work supports: access to student financial aid, public benefits, free tax preparation; and (3) Financial services and asset building: Financial education, financial coaching. The program will leverage current resources and programs, including dual enrollment into WIOA. This program will include a random assignment evaluation process that will involve a national evaluator and selection of participants into Control and Treatment groups; SkillSource will need to recruit 200 participants and actually serve 100 participants (in Treatment) per year over three years, for a total of 300 jobseekers served. The Memorandum of Understanding is attached. ACTION REQUESTED: SSG Finance Committee accepts the award of $746,298 from the VCCS for participation in the Workforce Innovation Fund: Working Families Success Network. STAFF: Tyna Gaylor Seema Jain 703-752-1606 6

Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 1 MEMORANDUM OF UNDERSTANDING BETWEEN THE VIRGINIA COMMUNITY COLLEGE SYSTEM AND THE SKILLSOURCE GROUP INC. (Northern Virginia Workforce Development Board-Area 11) PARTIES This Memorandum of Understanding (MOU) is entered into between the Virginia Community College System and SkillSource Group Inc. to set forth mutually agreed upon procedures for funding for the provision of Workforce Innovation Fund-Implementing the Working Families Success Network Model. The Virginia Community College System (VCCS) is the state administrative entity responsible for this Workforce Innovation Fund-Implementing the Working Families Success Network Model project, IF-26351-14-60-A51, $11,996,152.00, CFDA #17.283-Workforce Innovation Fund. The SkillSource Group Inc. tax identification # is 30-0129320. Under this agreement, The SkillSource Group Inc. will be a sub-recipient of Workforce Innovation Fund-Implementing the Working Families Success Network Model funds. BASIC UNDERSTANDING The requested funding will be used to support the Workforce Innovation Fund: Working Families Success Network Model project. This model bundles three (3) service delivery components: 1) Workforce and education services resulting in career advancement: education and training, employability skills, job placement; 2) Income and work supports: access to student financial aid, public benefits, free tax preparation; 3) Financial services and asset building: financial education, financial coaching. This existing model in operation at multiple national sites and piloted in Virginia at community colleges will be implemented at six (6) American Job Center sites in Virginia and participants will benefit from services that are integrated and provided in a bundled approach, reinforcing one another and providing a multifaceted strategy to support participant needs. A logic model and narrative is provided as an attachment (Attachment A) for further explanation of the project scope. RESPONSIBILITY OF PARTNERS The VCCS is the state administrative entity, grant recipient, and fiscal agent for the Workforce Innovation Fund: Working Families Success Network Model project. The VCCS provides the 7

Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 2 oversight for this agreement and directs the implementation and administration of this grant. As the pass-through entity for Workforce Innovation Fund: Working Families Success Network Model funds, VCCS is utilizing its DOL approved 17.4% indirect cost rate. As a sub-recipient of Workforce Innovation Fund: Working Families Success Network Model funds, The SkillSource Group Inc. agrees to use funding for the following (please see Attachment B-Budget for more detailed information): American Job Center Coach Salary and Fringe Benefits Staff Support Salary and Fringe Benefits Professional Development for the Coach-Virginia Workforce Professionals Academy (VWPA) Registration and Hotels, Meals & Parking Travel: In-state mileage for project-related travel and professional development Financial Coaching Certification for the Coach (Year 1) Supplies (Computer for the Coach for Year 1 and Financial coaching workbooks and tools for Years 2-4) Supportive Services for Participants Indirect Costs (utilizing a 10% rate for this project) Each American Job Center site will have the support of a VISTA intern that will require the provision of office space and supervision but the administration processes and payments will be coordinated by VCCS-WDS. All participants receiving training or services funded by this grant must meet eligibility requirements outlined in the Workforce Innovation and Opportunity Act of 2014 (https://www.congress.gov/113/bills/hr803/bills-113hr803enr.pdf). Additionally, The SkillSource Group Inc. agrees to report financial and performance information in accordance with instructions issued by the VCCS. To ensure that Workforce Innovation Fund: Working Families Success Network Model expenditures incurred by The SkillSource Group Inc. are properly included in the VCCS s quarterly reports to the US Department of Labor (DOL), The SkillSource Group Inc. will submit reports to the VCCS within 20 days following each month regarding services rendered, financial expenditures, and other agreed upon information. A The SkillSource Group Inc. representative should be prepared to present this report to the VCCS if requested and, at a minimum, shall provide a final status report by October 31, 2019 to the VCCS. The SkillSource Group Inc. and VCCS may direct appropriate staff to meet at agreed upon intervals to discuss and plan activities to satisfy requirements of this MOU and to ensure efficient and effective implementation of the MOU. Under this MOU, the VCCS agrees to provide the following services, including, but not limited to: 1. Funding: The VCCS will transfer funds to The SkillSource Group Inc. on a timely schedule agreed upon by The SkillSource Group Inc. and the VCCS. As a recipient of federal grant funds, the VCCS must comply with requirements of the Cash Management 8

Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 3 Improvement Act (CMIA) agreement between the Commonwealth of Virginia and the United States Department of the Treasury. The CMIA requires that federal funds be requested by the VCCS on an as-needed basis to fund anticipated expenditures. As a subrecipient of federal grant funding, The SkillSource Group Inc. requests for funds must also meet requirements of the CMIA. Requests for Workforce Innovation Fund: Working Families Success Network Model funds shall be submitted on a monthly basis by The SkillSource Group Inc. to the VCCS and should include a detailed schedule of expenditures paid for which reimbursement is requested. The VCCS Finance Division will transfer Workforce Innovation Fund: Working Families Success Network Model funds to The SkillSource Group Inc. within 10 business days of receiving a properly supported request. 2. Reporting: The VCCS is responsible for reporting activities to the DOL at the end of each calendar quarter. Therefore, the VCCS will provide the appropriate reporting specifications to The SkillSource Group Inc. outlining which data should be included in the quarterly reports. All reporting regulations, governing policies, and formats required for reporting purposes will be provided in writing to The SkillSource Group Inc. in a timely manner. 3. Electronic Tracking System: The SkillSource Group Inc. will be required to enter the participant information into Virginia Workforce Connection. If the The SkillSource Group Inc. does not have access, it will be provided. FUNDING $746,298.00 of Workforce Innovation Fund: Working Families Success Network Model funds will be made available, on a reimbursable basis, to support Workforce Innovation Fund: Working Families Success Network Model Project. A detailed line item budget is attached to this MOU. Any deviation from this budget will require prior approval from VCCS. All printed and electronic materials purchased with these funds must specify Workforce Innovation Fund: Working Families Success Network Model -US Department of Labor- Employment and Training Administration as the source of funding. Any good costing more than $5,000 must receive approval from the VCCS prior to purchase. This award shall not be reassigned, and sub-awards shall not be made without pre-approval from VCCS. Integrity of Funds The SkillSource Group Inc. will use funding only for allowable activities, as stipulated by the Office of Management and Budget (OMB) 2 CFR Part 200, Subpart E (http://www.ecfr.gov/cgi-bin/text-idx?tpl=/ecfrbrowse/title02/2cfr200_main_02.tpl) and 9

Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 4 the Workforce Innovation Opportunity Act of 2014 (https://www.congress.gov/113/bills/hr803/bills-113hr803enr.pdf) The SkillSource Group Inc. assumes full responsibility for any financial obligations resulting from disallowances by the federal government of federal reimbursements received by and attributable to The SkillSource Group Inc. expenditures, unless such disallowances result from the failure of the VCCS to properly submit claims. (Note: The SkillSource Group Inc. may not claim costs that have been otherwise claimed or reimbursed under any other federal reimbursement process.) All Workforce Innovation Fund: Working Families Success Network Model funds must be obligated and expended within the performance period and close out and reconciliation must take place within 30 days after the end of the sub recipient performance period or any approved extensions. PERFORMANCE As a pilot study, and not a universally available service, the goal of 100 participants per year for The SkillSource Group Inc. over three years will be achieved under a specific set of guidelines: Adult customers (18 years of age and older) undergo initial assessment for eligibility into WIOA as per usual procedures. After initial assessment, the customer is then enrolled into initial basic services in WIOA (again per usual procedures). Once the customer participates in an initial service they are then entered into the VAWC system. Those active customers are then asked to attend a short information session on financial literacy as well as the Randomized Control Trial. At the end of the session they fill out a consent form which will allow the VAWC system to randomly select them overnight into either the treatment or the control group. The control group is to be considered regular WIOA participants, and is eligible for all regular WIOA services. Once a person has gone through the randomization process, they cannot re-enter it. Veterans are excluded from the randomization process and are able to participate in the trial, but they do not count towards the participant total goal. No participants should be taken in for service delivery after September 30, 2018 (the end of the third year cohort period) The statewide goal for the WFSN project is to serve 1800 clients over a three year period. While each LWIA will initially be held responsible for 300 participants (100 per year), VCCS will monitor the performance regularly and assess whether some LWIAs may need to adjust client service counts that exceed or come under the 100 persons each year. Communication Expectations: The overall success of this program requires constant communications of efforts, and especially successes. The SkillSource Group Inc. will be provided communication guidelines to regularly report back on all efforts and success as the 10

Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 5 program develops. VCCS will work with The SkillSource Group Inc. to ensure these stories are disseminated to key stakeholder audiences throughout the Commonwealth as needed. RECORDS The SkillSource Group Inc. is responsible for retaining adequate records supporting program activities and transactions for at least three years following the date the grantee submits the final expenditure report or until any audit questions are resolved, whichever is later. The SkillSource Group Inc. will make its records available to VCCS, upon request, at any time during the retention period. Records will be available for audit if requested by VCCS, the Commonwealth of Virginia, the DOL, or the U.S. Government Accountability Office. The SkillSource Group Inc. will cooperate with any such audit and will take appropriate corrective actions. BREACH OF MOU The agencies agree that each shall fulfill its responsibilities under this agreement in accordance with the provisions of law and regulations that govern their activities. This agreement does not negate any operating procedures in effect. If at any time an entity is unable to perform its functions under this agreement, such entity shall immediately provide written notice to the other entities describing its inability to fulfill the requirements of the agreement and establish a date at the earliest convenience, but no more than 15 days, to mutually resolve the issue. The signatories may direct appropriate staff to meet at agreed upon intervals to discuss and plan activities to satisfy requirements of this MOU and to ensure efficient and effective implementation of this MOU. However, failure of any party to abide by this agreement is basis for termination by the other parties. IMPASSE RESOLUTION The entities agree to communicate openly and directly and that every effort will be made to resolve any problems or disputes in a cooperative manner. For disputes regarding the provisions of this agreement, that cannot be resolved through communication, the parties will document the negotiations and efforts that have taken place to resolve the issue and the signatories will meet to seek a resolution. MODIFICATION OF MOU This agreement, including budget, may be modified by amendment in writing signed by all parties. If any part of this MOU is found to be null and void, or is otherwise stricken, the rest of this MOU will remain in effect until renegotiated or rewritten. 11

Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 6 DURATION OF MOU This agreement is effective from July 1, 2015 through September 30, 2019. CERTIFICATIONS AND ASSURANCES The parties to this MOU acknowledge that they will incorporate by reference and abide by the following certifications and assurances as part of this agreement including: Certification Regarding Lobbying (29 CFR Part 93) Drug-Free Workplace Requirements Certification (29 CFR Part 98) Non-Discrimination and Equal Opportunity Assurance (29 CFR Part 37) Certification Regarding Debarment, Suspension, and Other Responsibility Matters (29 CFR Part 98) Standard Form 424b Standard Assurances (Non-Construction Programs) FEDERAL REQUIREMENTS The parties to this MOU acknowledge that they will incorporate and abide by the following requirements as part of this agreement including: Intellectual Property Rights: The Federal government reserves a paid-up, nonexclusive, and irrevocable license to reproduce, publish or otherwise use, and to authorize others to use for Federal purposes: 1) the copyright in all products developed under the grant, including a grant or subcontract under the grant or subgrant and 2) any rights of copyright to which the grantee, subgrantee or a contractor purchases ownership under an award (including but not limited to curricula, training models, technical assistance products, and any related materials)); Such uses include, but are not limited to, the right to modify and distribute such products worldwide by any means, electronically or otherwise. The grantee may not use federal funds to pay any royalty or license fee for use of a copyrighted work, or the cost of acquiring by purchase a copyright in a work, where the Department has a license or rights of free use in such work. If revenues are generated through selling products developed with grant funds, including intellectual property, these revenues are program income. Program income is added to the grant and must be expended for allowable grant activities. If applicable, the following needs to be on all products developed in whole or in part with grant funds: o This workforce product was funded by a grant awarded by the U.S. Department of Labor s Employment and Training Administration. The product was created by the grantee and does not necessarily reflect the official position of the U.S. Department of Labor. The Department of Labor makes no guarantees, warranties, or assurances of any kind, express or implied, with respect to such information, including any information on linked sites and including, but not limited to, accuracy of the information or its completeness, timeliness, usefulness, adequacy, continued availability, or ownership. This product is copyrighted by the institution that created it. Internal use by an organization and/or personal use by an individual for non-commercial purposes is permissible. All other uses require the prior authorization of the copyright owner. 12

August 4, 2015 Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 7 Veteran s Priority of Service: The provisions of the Jobs for Veterans Act (JVA), Pub.L. 107-288 (38 USC 4215) require grantees to provide priority of service for veterans and spouses of certain veterans for the receipt of employment, training, and placement services in any job training program directly funded, in whole or in part, by DOL. The regulations implementing this priority of service can be found at 20 CFR Part 1010. In circumstances where a grant recipient must choose between two qualified candidates for a service, one of whom is a veteran or eligible spouse, the veterans priority of service provisions require that the grant recipient give the veteran or eligible spouse priority of service by first providing him or her that service. To obtain priority of service, a veteran or spouse must meet the program s eligibility requirements. Grantees must comply with DOL guidance on veterans priority. ETA s Training and Employment Guidance Letter (TEGL) No. 10-09 (issued November 10, 2009) provides guidance on implementing priority of service for veterans and eligible spouses in all qualified job training programs funded in whole or in part by DOL. TEGL No.10-09 is available at http://wdr.doleta.gov/directives/attach/tegl/tegl10-09acc.pdf. Buy American: Workforce Investment Act (WIA) Section 505 (20 USC 9275) require all equipment and products purchased with funds should be American-made as required by the Buy American Act (41 USC 8302) Human Trafficking: Executive Order 1333 requires termination without penalty, if a subgrantee, contractor, or subcontractor engages in human trafficking Salary Compensation and Bonus: Public Law 113-6 (Division F, Title I, sections 1101 (a)(4),1102), 112-74 (Division F, Title I, section 105) and TEGL 05-06 restrict subrecipient salary compensation and bonus limitations of an individual, either direct or indirect, at a rate in excess of Executive Level II. TEGL 05-06 is available at http://wdr.doleta.gov/directives/attach/tegl/tegl05-06_508.pdf 13

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Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 9 ATTACHMENT A: LOGIC MODEL VCCS Working Families Success Network Logic Model Goal: Bundle workforce, education, financial, and income support services to foster improved outcomes in employment and financial stability for participants. Resources Key things done Immediate to support with resources results of the to make activities activities changes Short-term changes expected to occur as a result INPUTS ACTIVITIES OUTPUTS INTERMEDIATE OUTCOMES ADMINISTRATIVE/SYSTEMATIC Virginia Six workforce Workforce areas, AJCs, career areas (at AJCs) and VCCS maintain a coaching participating positive working certification relationship program State data systems MDC consulting Existing assessments PPA evaluation team Program Implementation Through Partnering Prepare to deliver package of WFSN services Select sites, secure MOUs Develop coach curriculum Define suite of services Articulate roles for coaches and case managers Secure financial institution relationships Modify data systems and policies as needed Coaches trained, certified Relationships with financial institutions secured Services are welldefined Data systems, policies, and procedures in place 1,800 participants enrolled (centers meet targets) Case managers and coaches coordinate effectively Program is applied consistently across AJCs Participants receive services Challenges are overcome All partners report high level of satisfaction with the program and implementation Participants report high level of satisfaction with program Outcomes requiring more time to manifest LONGER-TERM IMPACTS Sustain and replicate WFSN at AJCs Funding attracted to support program expansion Willingness among partners to collaborate in the future Participant outcomes improve on key measures Learning Ongoing learning from others implementing WFSN Evaluate the program s implementation, impact, and cost effectiveness Conference attendance, other communication Documentation of services, cost, and outcomes Evaluation reports Apply learning within VCCS and workforce areas Continuous improvement of the model Evaluation dissemination VCCS, AJCs, others gain insights into how to deliver WFSN to maximize positive outcomes at a reasonable cost 15

Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 10 MDC (consulting) Evidence and learning from other applications of the WFSN model Case managers at AJCs WFSN coaches Financial institution partners Training providers Other partners as needed State data systems Workforce and Education Services Assessments Individual Education Plan, career plan Training and education Job search Job placement (CM in coordination with Coach) Financial Services Credit report review Individual financial plan Financial literacy training (possible referral) Budget and balance sheet development Affordable financial products (Coach) PROGRAMMATIC Retained in training Skill inventory documented Career and education plans written Enrollment in training/education Job interviews occur Bank accounts created Budget created that aligns income and expenses Financial literacy training completed Credit repair/creation plan developed Debt consolidation plan developed Skill improvement occurs Short-term credentials earned Employment achieved Assets building begun Liabilities decreased Spending is within budget Increased wages and/or hours Career advancement Employment retention Long-term credential completion Credit score improvement/maintenance Achieve significant financial events (e.g., homeownership, car purchase, etc.) Income and Support Services Financial aid Tax preparation services, EITC review Emergency financial support Benefits screening (Coach) FAFSA completion, financial aid received Benefits application, benefits received Tax filing, EITC received Financial emergency averted Increased income Retained in training Retained in employment Financial stability Increase in net worth Increase in net income Emergency grant received (if needed) 16

Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 11 Program logic model NARRATIVE Major outcomes Through intensive 1:1 coaching the program will be centered on three major outcomes: career advancement, improved credit, and increased net worth. Each outcome will have a number of specific activities. Some activities may impact more than one outcome. The activities will require the coordination between AJC coaches, case managers and regional partner organizations. The activities will be tracked through the intake system and reports will be produced which will show the numbers of clients participating in services in all these areas. The outcomes in turn will have a host of strong regional impacts: Employers fill high demand job openings with well qualified, stable workers; public/private partnerships of AJCs, training providers, state agencies, CBOs, and financial institutions provide Virginia a platform for future reform efforts; VCCS is positioned to take WFSN model to scale statewide & attract national funders. The most critical outcome is that clients and their families will achieve improved financial wellbeing and ability to weather financial hardships. This in turn leads to greater self-sufficiency and contribute more to the local economy. Activities 1. Career advancement There are two related shorter term outcomes which lead to career advancement: eligibility for higher skill level job and retaining employment. These, in turn, build upon more immediate program outcomes: complete occupational training, increase wages or hours worked, and obtaining employment. A readiness assessment is administered by the case manager. This assessment produces an assessment report that will guide the development of an Individualized Education Plan (IEP) based on the client s educational needs and career goals. The case manager will also assist the client in developing a career plan which will identify occupational training needed, as well as assist in job search and placement. Another critical activity at this stage is to work with the client in researching training programs which will further their career goals, and identify the steps needed to enroll and complete those programs. These are the major activities which are integral to help the client, the case manager and the coach to direct their efforts towards career advancement. Some measures: completed assessments, IEP, career plan, job search and interviews, enrolling in skills training, completing training hours, retained in training from term to term. 17

Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 12 2. Improved credit The long term outcome of the activities in this area are to maintain a strong credit profile because this leads to better terms and rates making it easier to build assets through better rates for mortgages and car loans. The coaches will receive financial training and possibly certification. The coaches will also be responsible for identifying and engaging major regional financial institutions and explore already existing local programs on credit improvement and financial education workshops. The coaches can through their contacts refer their clients to these programs which serve as both a training component as well as an opportunity for the clients to begin developing their own relationships with the local financial institutions. The first step will be for the coach to obtain and review the client s credit report. If there is no credit report than the coach will be able to advise ways to start gaining some positive credit. The review of the credit report will include advice in correcting any errors in it. The coach will also develop an individual plan for improving and maintaining a good credit score. Part of that plan will be for the coach to facilitate interaction between their client and local financial institutions, as mentioned above. Coaches will also assist clients in a variety of financial services: identifying savings vehicles, financial aid applications, benefits screening and application, tax preparation services and EITC, and emergency financial support. Some measures: Completing FAFSA, participating in financial coaching & workshops 3. Increased net worth Under net worth fall activities aimed at reducing liabilities as well as those which lead to as increase in assets, both wages as well as tangible ones. The main activities in this area center around financial education: how to build assets, how to consolidate debt, how to equalize income to expenses, how to develop a budget and balance sheet, as well as helping the client s review their progress. The coaches will also help their clients identify affordable financial products. These activities are directly connected to the activities under advancing career, since both aim at the same outcome of increasing net worth. The coaches will identify other programs for which the client might be eligible, such as SNAP or TANF. These other sources of revenue, together with employment strategies will help ease the financial burdens on the client and move them toward a positive new income and an increase in net worth. Some measures: applying for and participating in academic supports, applying for benefits. 18

Workforce Innovation Fund-Implementing the Working Families Success Network Model MOU Page 13 ATTACHMENT B: BUDGET Year 1: August 1, 2015-December 31, 2015 Year 2: January 1, 2016-December 31, 2016 Year 3: January 1, 2017-December 31, 2017 Year 4: January 1, 2018-December 31, 2018 CATEGORY & DESCRIPTION YEAR 1 YEAR 2 YEAR 3 YEAR 4 TOTAL American Job Center Coach $22,917 $56,100 $57,222 $58,366 $194,605 Salary (Based on $55,000/yr- 100% effort, 2% raise each yr) American Job Center Coach $9,167 $22,440 $22,889 $23,347 $77,843 Fringe Benefits (Based on 40% fringe benefit rate) Staff Program Support Salary $6,045 $6,166 $6,289 $6,415 $24,915 (*See additional detail) Staff Program Support Fringe $2,176 $2,220 $2,264 $2,309 $8,969 Benefits (Based on 36% fringe benefit rate) Professional Development- $750 $750 $750 $750 $3,000 Coach (Includes VWPA Registration, Hotel, Meals, Parking) Travel (Project-related travel $3,000 $3,000 $3,000 $3,000 $12,000 mileage and in-state mileage for VWPA) Supplies (Includes Computer for $1,800 $5,000 $5,000 $5,000 $16,800 the Coach-$1800 Yr 1), Financial Coaching Workbooks & Tools $5,000-Yrs 2-4) Supportive Services $0 $100,000 $100,000 $100,000 $300,000 Other-Outreach/Recruitment $1,500 $3,000 $3,000 $3,000 $10,500 Other-Financial Certification $2,000 $1,150 $0 $0 $3,150 (Course/Trip for the Coach) Other-Facility Costs (Supplies, Shared Facility Costs, Rent-PW Comp Ctr, Rent-Prog Oversight)** $8,780 $18,192 $18,367 $18,543 $63,882 Indirect Costs (10%-Salary & Fringe only) $4,031 $8,693 $8,866 $9,044 $30,634 TOTAL: $62,166 $226,711 $227,647 $229,774 $746,298 *Staff Support includes CEO, VP of Finance & VP of Operations with a calculation of 1% support-$157,000, 2% support-$105,000, & 3% support-$95,000 and 2% raise each year **The Coach and intern will be located in the Prince William Comprehensive Center, which operates under a costsharing agreement. Rent is estimated from the FY16 Draft Cost Allocation. 19

THE SKILLSOURCE GROUP, INC. FINANCE COMMITTEE MEETING SUMMARY SHEET SUBJECT: Approval of Extended Date for NEG OJT Project Initiative SkillSource was awarded a one-year no-cost extension for the National Emergency Grant Onthe-Job Training (NEG OJT) initiative through the Virginia Community College System. Funding is now available through June 30, 2016. The grant initiative proposed to provide 20-25 dislocated workers, with an emphasis on the longterm unemployed in Northern Virginia, with employment and training services and OJT opportunities with private sector employers. The grant will fund up to 50% of a worker's wages for a period not to exceed six (6) months and not to exceed the cost per participant of $5,000. As of June 2015, the project has enrolled 19 Northern Virginia jobseekers in OJT funded training; 13 have entered employment at time of exit, nine (9) of whom transitioned to a permanent position with their OJT employer. The grant addendum is attached. ACTION REQUESTED: SSG Finance Committee approves the no-cost extension of the Northern Virginia NEG OJT initiative. STAFF: Tyna Gaylor Seema Jain 703-752-1606 20

21 August 4, 2015

THE SKILLSOURCE GROUP, INC. FINANCE COMMITTEE MEETING SUMMARY SHEET SUBJECT: Acceptance of PY 2015 WIA Youth and Partial Authorization for Adult and Dislocated Worker Formula Funds SSG received a Notice of Obligation from the Virginia Community College System providing authorization to spend the Area #11 Program Year 2015 WIA Youth and partial funding for the Adult and Dislocated Worker Program funds in the following amounts: WIA Adult Program (8.36%) 107,180 WIA Youth Program (100%) 1,330,918 WIA Dislocated Worker Program (15.36%) 263,613 Total All Programs $1,701,711 The Notice of Obligation is attached. ACTION REQUESTED: SSG Finance Committee is asked to accept the Program Year 2015 funding of $1,701,711 representing partial Adult and Dislocated and full Youth Program Funds. STAFF: Tyna Gaylor Seema Jain 703-752-1606 22

23 August 4, 2015

24 August 4, 2015