Local Workforce Investment Area 5 Meeting Agenda Committee Packet 1...3. Trade Adjustment Assistance...

Workforce Investment Board Local Workforce Investment Area 5

Executive Committee Wednesday, January 28, 2015, 8:00 A.M.

Fox River Room / Yellow House Kane County Government Center

719 S. Batavia Avenue / Geneva, IL 60134

Meeting Agenda

I. Call to Order: A. Attendance

II. Approval of Meeting Minutes: (Attachment)A. October 22, 2014B. May 28, 2014

III. Program Updates:A. WIA Financial Reports (Attachments)

1. WIA 14 Budget-Expenditure Summary Report2. Accelerated Training for Illinois Manufacturing (ATIM) Grant Expenditure Report3. Trade Adjustment Assistance (TAA) Grant Expenditure Report4. Rapid Response Grant Expenditure Report

IV. New Business:A. Proposed Meeting Schedule Discussion

B. Action Item: Authorize the solicitation of DeKalb County WIA Adult, Dislocated Worker andBusiness Service provider(s) through the release of a Request for Proposals (Attachment)

C. Action Item: Authorize Workforce Innovation and Opportunity Act (WIOA) planning and implementation activities, including a plan/budget modification, participation in WIOA training opportunities, and the contracting necessary to undertake WIOA transition activities (Attachment)

D. Action Item: Authorize an increase to the funding limit for supportive services to enable residents of homeless shelters to attend job training for Program Year 2014 (Attachment)

E. Action Item: Consideration of New Training Provider Programs (Attachment)

V. Informational Items: A. Kane and Kendall County Incumbent Worker Training Collaborative B. Suburban Collar Counties Job Driven Information Technology Project

VI. Executive Session (if needed)

VII. Adjournment

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Executive Committee Meeting Minutes October 22, 2014

MEMBERS: P/A GUESTS: KATIE BATA (CHAIR)

P (VIA PHONE)

NONE PRESENT

PAUL BOREK (FINANCE & ECONOMIC DEVELOPMENT)

P

DICK HAWKS (VICE CHAIR) A RICH HEALY (SECRETARY) P CHRISTOPHER MEHOCHKO (REORGANIZATION TASK FORCE)

A

BETTE SCHOENHOLTZ (PROGRAM & POLICY CHAIR)

P

CEO: CHRIS LAUZEN A STAFF: SCOTT BERGER P MARIA GONZALEZ P GINGER KNAPP P RENEE RENKEN P

I. Call to order – Chair Bata called the meeting to order at 8:07 A.M. A quorum was not achieved. II. Approval of Minutes

A. May 28, 2014 – Due to a lack of quorum, minutes could not be approved. III. Program Updates

A. WIA Financial Reports – Maria Gonzalez reported on the financial reports. 1. WIA 14 Budget-Expenditure Summary Report –The WIA 13 is Grant 78% expended as of

8/31/14. Grant must be fully expended by 6/30/2015. The 80% obligation requirement has been satisfied for all funding streams and the 40% direct training requirement has been satisfied for adult and dislocated worker funding streams as of June 30, 2013. Maria explained the negative numbers are due to accruals and will dissipate. The WIA 14 grant is zero expended at this time. Unobligated dollars are still being spent from 2013. The grant must be fully expended by 6/30/2016.

2. Accelerated Training for Illinois Manufacturing (ATIM) Grant Expenditure Report – New participants still coming through; 47 participants served to date; all are employed except for 6. The grant ends May 15, 2015 so projecting grant will be spent.

3. Trade Adjustment Assistance (TAA) Grant Expenditure Report – This grant ended on 9/30/14 but the budget increased due to a quarterly allotment from the State. We have until November of 2014 to provide a final report to the state.

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4. Rapid Response Grant Expenditure Report – This grant was originally slated to conclude on December 31, 2014 but has been extended until 3/31/2015. Renee asked Paul Borek and Rich Healy for assistance is connecting with employers.

IV. New Business: A. Action Item: Authorize contract modifications for existing Program Year 2014 Youth Providers

and new Program Year 2014 Youth contract with First Institute Training and Management, Inc. – Renee Renken explained that currently, all seven youth provider contracts will expire on March, 31, 2015. In order to maintain a continuity of service across the three-county region through the end of Program Year 2014 (June 30, 2015), the WIB authorized staff to obtain budget and service plan proposals from the providers for the extension of services through June 30, 2015. All seven providers responded with proposals for contract expansions, another provider responded to a request for new youth services. Renee provided an overview of the proposals individually for the committee. The total amounts being recommended by staff to the board are:

• Business & Career Services, Inc. - $200,244 • Elgin Community College - $213,074 • Grundy/Kendall ROE - $154,694 • Kendall Co. Special Ed Coop - $85,361 • Kishwaukee College - $269,460 • Quad County Urban League - $317,938 • Waubonsee Community College - $217,330 • First Institute Training & Management, Inc. - $186,279

The committee took no action due to a lack of quorum. B. Action Item: Consideration of New Training Provider Programs – Ginger Knapp explained the

following new programs were submitted for approval from Elgin Community College: • Clinical Laboratory Technology • Medical Transcription Editor • Medical Administrative Assistant

And Northern Illinois University submitted: • The SHRM Learning System® for SHRM-CP™ & SHRM-SCP™ • IFMA’s Essential of Facility Management & Facility Management Professional® (FMP™)

Certification Program Package. Staff recommends the new training programs be approved as presented. No action was taken due to lack of quorum.

V. Informational Items: A. DCEO Monitoring Final Acceptance – Scott reported a final acceptance letter was received from

the DCEO. All items noted in the monitoring letter were responded to and all deficiencies were corrected.

B. DOL Monitoring Update – The DOL monitored the State of Illinois and 3 Local Workforce Areas including LWIA 5 and issued a DOL Comprehensive Review letter. A response was required from LWIA 5 to the State of Illinois DCEO and Scott provided a copy of the response to the committee. Some of the issues in the letter dealt with how the State of Illinois implemented the WIA. The WIOA is 8 months away from implementation. The DCEO will address the board at the November 12, 2014 meeting.

C. DeKalb RFP for PY 2015 Adult & Dislocated Worker Services – Renee explained the DeKalb contracts with FITM and Kishwaukee College will conclude on 6/30/15. It was a three year cycle. The contracts will need to go out for bid. Staff would like to meet with stakeholders to discuss the content of the proposed bid. Renee asked for Paul Borek’s assistance. Paul will provide a list of stakeholders which will aid in the planning of the meeting.

D. Board Membership Roster (under the “Workforce Innovation & Opportunity Act”) - Scott Berger reviewed the make-up of the WIB’s membership and explained some of the new criteria regarding board membership in WIOA.

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E. Nomination/Election of Officers – Scott reported the Officer’s Nominating Committee met on October 20th and will be presenting the current list of officers for nomination at the next board meeting. Paul suggested with the dissolution of the RVWIB 501 (c) 3 the officer title of Treasurer be changed as Kane County handles the financial aspects of the grant.

VI. Executive Session – Not Needed VII. Adjournment – The meeting adjourned at 9:25 A.M.

4


Executive Committee Meeting Minutes

May 28, 2014

Members: P/A Guests: Katie Bata (Chair) P Brian McDonnell Paul Borek (Finance & Economic Development)

P

Dick Hawks (Vice Chair) P Rich Healy (Secretary) A Christopher Mehochko (Reorganization Task Force)

P

Bette Schoenholtz (Program & Policy Chair) A CEO: Chris Lauzen P Staff: Scott Berger P Maria Gonzalez P Ginger Knapp P Renee Thompson P

I. Call to order – Vice Chair Dick Hawks called the meeting to order at 10:05 A.M. A quorum was achieved

when Katie Bata arrived at 10:45 A.M. Informational items were presented in the interim. II. Approval of Minutes

A. December 4, 2013 - Borek motioned to approve and Mehochko seconded the motion. The motion passed.

III. New Business: A. Action Item: Acceptance of the Program Year 2014 formula allocation for WIA Title 1 Adult,

Dislocated Worker and Youth activities in the amount of $5,777,074 from the IL Department of Commerce and Economic Opportunity (DCEO) and approval of the annual service plan modification and grant budget. – Scott Berger provided an overview of the funding which included an additional document describing a five year summary of WIA Funding Allocations. The funding has ranged from 4.9 to 6.1 million. This year’s funding amount is 6% higher than the five year average. The funding is applied for via submission of an annual plan and budget. Renee Thompson explained the plan narrative updates include:

• Implementation of the LWA 5 consortium staffing model • Creation of a Business Services Team • The rebranding and reorganization of KCDEE • DeKalb County Adult and Dislocated Worker service procurement through the RFP

process for Program Year 2015 • Kane County office consolidation and creation of a single employment driven workNet

one-stop center Maria Gonzales and Renee Thompson reviewed the proposed budget.

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• An investment of $29,800 is budgeted for the LWA 5 WIB which includes conference fees and travel, board insurance, membership in the Metro Workforce Board and tax preparation.

• $737,079 will be invested for Program Management. • $3,246,119 will be invested for Kane County client services which include staff

salary and fringe, operational costs and contracts. The results for adult and dislocated worker clients will include:

• 21,000 job seekers receiving universal services; • 645 program enrollments; • 74 clients receiving supportive services; • Issuing 347 ITA’s; • 6 clients receiving OJT; • 1 incumbent worker project: and • 300 clients entering employment.

The results for youth funding includes: • 280 program enrollments; • 95 training investments; • 92 paid work experience; • 60 youth attaining a GED or high school diploma; and • 178 youth entering employment or education.

• The investment for Kendall County client services is $727,510 which includes staff salary and fringe, operational costs and contracts. The results for adults and dislocated workers will include:

• 600 job seekers receiving universal services: • 95 program enrollments; • 7 clients receiving supportive services; • Issuing 30 ITAs; • 2 clients receiving OJT services; • One incumbent worker project; and • 43 clients entering employment.

The results for youth funding includes: • 89 program enrollments; • 7 youth receiving paid work experience; • 20 youth receiving their GED or HS Diploma; and • 26 youth entering employment or education.

• The amount invested for DeKalb County is $1,051,616. This amount includes the operational costs and contracts with Kishwaukee College and First Institute Training and Management for services. The results for adult and dislocated worker clients include: Providing universal services for 4,800 job seekers;

• 375 program enrollments with 17 clients receiving supportive services; • 96 ITAs being issued; • 2 clients receiving OJT services; • One incumbent worker project; and • 175 clients entering employment.

The results for youth funding will include: • 60 program enrollments; • 45 training investments; • 13 youth clients receiving their GED or high school diploma; and • 36 youth entering employment or education.

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Maria said the investment dollars were arrived at by accounting for 80% of the dollars with a 20% carry-over for PY 15, reviewing how PY 13 dollars were spent and projecting those numbers proportionately into PY 14 and allocating 40% of the funding to be spent on training. Chairman Lauzen stated it was important to ensure equity of allocation among the three counties and asked how the investments were calculated from that perspective. Scott Berger explained the state does not differentiate between the three counties that it was up to Kane County to decide. He explained they have the flexibility to move dollars from one county to another as needed as the plan is only a projection. Chairman Lauzen asked if training dollars are the major factor. Renee explained training is a major factor but differences between the three counties are factored in also such as population served and job training types. The budget can also be adjusted to accommodate economic changes such as a large employer closing its doors. Dick Hawks motioned to recommend to the Full Board the acceptance of the PY 2014 formula allocation for WIA Title 1 Adult, Dislocated Worker and Youth activities in the amount of $5,777,074 from the DCEO and to approve the annual service plan modification and grant budget. Paul Borek seconded the motion. The motion passed by roll call vote.

B. Action Item: Authorize one-year contract extensions for the DeKalb County Adult and Dislocated Worker Service Providers (First Institute Training and Management and Kishwaukee College). – Renee explained at the last board meeting authorization was given to begin the negotiation process with Kishwaukee College and First Institute to extend their contracts. The results are:

• The proposed budget would total $590,669.03 for First Institute which is an increase of $61,714.03. Deliverables would include:

• Providing 375 participants with intensive job search assistance; • 96 participants with ITAs; • 17 participants with support services; and • Placing 175 participants into self-sufficient employment.

• Kishwaukee College’s proposed budget is $76,362 which is an increase of $1,325.00. The deliverables include:

• Providing universal services to 4,800 job seekers in the Career Resource Center; • Facilitating job club sessions for 300 job seekers; • Monthly resume workshops for 150 job seekers; • Computer literacy workshops for 120 job seekers; and • Job readiness workshops for 160 job seekers.

Dick Hawks motioned to recommend to the full board to authorize a one-year contract extension for the DeKalb County Adult and Dislocated Workers Service Providers - First Institute Training and Management in the amount of $590,669.03 and Kishwaukee College in the amount of $76,362. Paul Borek seconded. The motion passed by roll call vote.

C. Action Item: Approve New Training Program Applications and Re-Certifications. Ginger Knapp reported Waubonsee Community College and Northern Illinois University have applied to have nine new programs submitted for approval. The programs have been reviewed by staff and meet the established criterion. The Waubonsee Community College programs seeking certification are:

• Advanced Manufacturing Technology Associate Degree in Applied Science • Automation Technology Associate Degree in Applied Science • Automation Technology Certificate Program • CNC Operator Certificate Program • CNC Programmer Certificate Program • Machine Operator Certificate Program • Manual Machinist Certificate Program

Northern Illinois University submitted:

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• Graduate Certificate in Public Health • Graduate Certificate in Geographical Information Analysis

Additionally each year all approved training providers must have their programs recertified. Three universities servicing the local area (Aurora University, Judson University and Northern Illinois University) are due for their annual program recertification along with J´Reneé Career Facilitation, Inc. Ginger referred the members to the listing of all the programs being presented for recertification in the board packet and recommended the approval of the new training programs seeking certification and those seeking re-certification as presented. Chris Mehochko motioned to approve the new training program applications and re-certifications. Paul Borek seconded. The motion passed.

IV. Program Updates: A. WIA Financial Reports

1. WIA 13 Budget-Expenditure Summary Report – Maria Gonzales reported that as of April 30, 2014 – 45% of the budget had been spent and they are on target to meet the 80% spending requirement.

2. Accelerated Training for Illinois Manufacturing (ATIM) Grant Expenditure Report – the training dollars are being spent and 35% of the budget has been expended.

3. Trade Adjustment Assistance (TAA) Grant Expenditure Report – The budget has increased by $12,000 due to the quarterly allotment by the state and the grant is 75% expended.

4. Rapid Response Grant Expenditure Report – No report given in addition to the document provided in the packet.

B. WIA Third Quarter Program Performance – Renee provided the committee a performance report through the third quarter ending 3/31/14 for the adult, dislocated worker and youth funding streams. Renee reported that as of March 31, 2014 all benchmarks had been met or exceeded. Renee also reviewed the ATIM grant. Thirty five participants were enrolled, 50% have completed training and are earning a credential and six are already employed. The application process has been re-opened so six more candidates could be served.

V. Informational Items: A. Consortium Updates – Scott Berger announced a meeting had been held with IDES and Elgin

Community College regarding becoming consortium partners. Both ECC and IDES could serve in a supporting role within the staffing consortium. Agency staff could participate in quarterly dialogue meetings and provide input and expertise related to their area of specialty. Additional partners could be added at a later time.

B. Jewish Vocational Services Departure – Renee announced JVS was leaving the Elgin area. A search is underway to replace their services.

C. The Committee members fielded various questions and discussed the upcoming meeting schedule.

VI. Executive Session - Not needed. VII. Adjournment – Katie Bata adjourned the meeting at 11:00 A.M.

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BudgetExpenditures through

12/31/14Balance % of budget spent

1000 SALARY AND FRINGE BENEFITS 322,246.00$ 345,264.28$ (23,018.28)$ 107%

1010 OTHER ADMIN 211,007.00 37,626.66 173,380.34 18%

TOTAL ADMIN: 533,253.00$ 382,890.94$ 150,362.06$

2000 YOUTH-I/S SALARY AND FRINGE BENEFITS 87,517.00$ 58,372.94$ 29,144.06$ 67%

2010 YOUTH-I/S OTHER PROGRAM CO 421,091.00 450,235.06 (29,144.06) 107%

TOTAL YOUTH-IN SCHOOL: 508,608.00$ 508,608.00$ -$

2100 YOUTH-O/S SALARY AND FRINGE BENEFITS 85,212.00$ 88,701.05$ (3,489.05)$ 104%

2110 YOUTH-O/S OTHER PROGRAM CO 1,022,319.00 1,018,829.95 3,489.05 100%

TOTAL YOUTH-OUT OF SCHOOL: 1,107,531.00$ 1,107,531.00$ -$

3000 ADULT - SALARY AND FRINGE BENEFITS 583,032.00$ 289,588.63$ 293,443.37$ 50%

3010 ADULT - OTHER PROGRAM COST 246,171.00 300,159.25 (53,988.25) 122%

3020 ADULT - DIRECT TRAINING 592,513.00 598,118.25 (5,605.25) 101%

TOTAL ADULT: 1,421,716.00$ 1,187,866.13$ 233,849.87$

4000 DISLOCATED WRK - SALARY/FRINGE BENEFITS 742,063.00$ 619,289.24$ 122,773.76$ 83%

4010 DISLOCATED WRK - OTHER PRO 250,788.00 231,521.49 19,266.51 92%

4020 DISLOCATED WRK - DIRECT TRAINING 755,567.00 776,993.06 (21,426.06) 103%

4030 DISLOCATED WRK - INCUMBENT 13,009.00 - 13,009.00 0%

TOTAL DW: 1,761,427.00$ 1,627,803.79$ 133,623.21$

GRAND TOTAL: 5,332,535.00$ 4,814,699.86$ 517,835.14$

Remaining Funds Funding Stream

150,362.06$ Admin

233,849.87$ Adult Funds will be spent on training, salary and operating expenses

133,623.21$ Dislocated Worker Funds will be spent on training, salary and operating expenses

517,835.14$

PROJECTED SPENDING PLAN

Funds will be spent on salary and operating expenses

Grant Year-Number: 13-681005 Report Period: 07/01/2013 through 12/31/2014

The 80% obligation requirement has been satisfied for all funding streams and the 40% direct training requirement has been satisfied

for adult and dislocated worker funding streams as of June 30, 2014.

Grant 90% expended as of 12/31/2014. Grant must be fully expended by 6/30/2015.

FINANCIAL BENCHMARKS

WIA 13 Budget-Expenditure Summary ReportPrepared by Kane County

9

GRS CategoryAccount

NumberAccount Description

Expenditures

through

December

2014

Accruals

through

December

2014

Total

Expenditures

Fund 480 - Department 98113 - WIA 13

Sub-Department 98100 - AdministrationSalary and Fringe 40000 Salaries and Wages 244,883.77 .00 244,883.77 Subtotals:

Salary and Fringe 45390 Fringe 94,951.71 .00 94,951.71 Salary and Fringe 345,264.28$

Other Admin 50340 Software Licensing Cost 3,811.52 .00 3,811.52 Other Admin 37,626.66$

Other Admin 50590 Professional Services 6,099.16 .00 6,099.16 382,890.94$ TRUE

Salary and Fringe 50600 Temporary Help 5,428.80 .00 5,428.80

Other Admin 52180 Building Space Rental 1,482.87 .00 1,482.87

Other Admin 53000 Liability Insurance 1,325.00 .00 1,325.00

Other Admin 53020 Unemployment Claims 16.82 .00 16.82

Other Admin 53070 Legal Printing 93.23 .00 93.23

Other Admin 53100 Conferences and Meetings 703.61 .00 703.61

Other Admin 53110 Employee Training 45.08 .00 45.08

Other Admin 53120 Employee Mileage Expense 11,532.31 .00 11,532.31

Other Admin 53130 General Association Dues 1,500.00 .00 1,500.00

Other Admin 60000 Office Supplies 1,523.51 .00 1,523.51

Other Admin 60040 Postage .61 .00 .61

Other Admin 60050 Books and Subscriptions 8,333.33 .00 8,333.33

Other Admin 60490 Equipment<$1000 13.16 .00 13.16

Other Admin 64000 Telephone 99.95 .00 99.95

Other Admin Admin Other .00 1,046.50 1,046.50

Administration Expense Totals $381,844.44 $1,046.50 $382,890.94

Sub-Department 98200 - Youth In SchoolSalary and Fringe 40000 Salaries and Wages 43,019.02 .00 43,019.02 Subtotals:


Other Program Cost 50590 Professional Services 1.10 .00 1.10 Other Program Cost 450,235.06$

Other Program Cost 52110 Repairs & Maint - Buildings 4.26 .00 4.26 508,608.00$ TRUE

Other Program Cost 52180 Building Space Rental 3,119.92 .00 3,119.92

Other Program Cost 53070 Legal Printing 30.80 .00 30.80

Other Program Cost 53100 Conferences and Meetings 4.49 .00 4.49

Other Program Cost 53130 General Association Dues 39.88 .00 39.88

Other Program Cost 55000Miscellaneous Contractual

Exp393,455.37 52,482.68 445,938.05

Other Program Cost 60000 Office Supplies 259.10 .00 259.10

Other Program Cost 60040 Postage 75.02 .00 75.02

Other Program Cost 60050 Books and Subscriptions 456.92 .00 456.92

Other Program Cost 60490 Equipment<$1000 .55 .00 .55

Other Program Cost 64000 Telephone (.57) .00 (.57)

Other Program Cost 64020 Internet 117.88 187.66 305.54

Youth In School Expense Totals $455,937.66 $52,670.34 $508,608.00

Sub-Department 98250 - Youth Out SchoolSalary and Fringe 40000 Salaries and Wages 66,038.36 .00 66,038.36 Subtotals:


Other Program Cost 50590 Professional Services 1.79 .00 1.79 Other Program Cost 1,018,829.95$

Other Program Cost 52110 Repairs & Maint - Buildings 10.05 .00 10.05 1,107,531.00$ TRUE






Exp698,831.17 178,209.67 877,040.84

Other Program Cost 55060 Youth ITA 131,809.25 .00 131,809.25



Other Program Cost 60050 Books and Subscriptions 2,178.78 .00 2,178.78

Other Program Cost 60490 Equipment<$1000 .91 .00 .91

Other Program Cost 64000 Telephone (.08) .00 (.08)

Other Program Cost 64020 Internet 225.17 .00 225.17

Other Program Cost Other .00 306.01 306.01

Youth Out School Expense Totals $929,015.32 $178,515.68 $1,107,531.00

Sub-Department 98300 - AdultSalary and Fringe 40000 Salaries and Wages 206,119.61 .00 206,119.61 Subtotals:


Other Program Cost 50340 Software Licensing Cost 2,750.00 .00 2,750.00 Direct Training 598,118.25$

Other Program Cost 50590 Professional Services 1,154.83 .00 1,154.83 Other Program Cost 300,159.25$

Other Program Cost 52010 Janitorial Services 4,746.02 .00 4,746.02 1,187,866.13$ TRUE

Other Program Cost 52110 Repairs & Maint - Buildings 73.71 .00 73.71





Exp179,525.79 47,638.24 227,164.03

Other Program Cost 60000 Office Supplies 4,154.11 .00 4,154.11



Other Program Cost 60490 Equipment <$1000 387.17 .00 387.17

Other Program Cost 63000 Utilities - Natural Gas 788.44 .00 788.44

WIA 13 Expenditure Detail ReportGrant Year-Number: 13-681005

Report Period: 07/01/2013 through 12/31/2014

Page 2 of 6

10

GRS CategoryAccount


Expenditures

through

December

2014

Accruals

through

December

2014

Total

Expenditures



Other Program Cost 63010 Utilities - Electric 3,193.84 .00 3,193.84

Other Program Cost 64000 Telephone 811.95 .00 811.95

Other Program Cost 64020 Internet 4,885.39 .00 4,885.39

Direct Training 82015 DT ITA 554,013.16 4,928.95 558,942.11

Direct Training 82040 DT OJT (On the Job Training) 16,687.84 .00 16,687.84

Other Program Cost 82080 NT Supportive Services 1,070.02 .00 1,070.02

Direct Training 82100 SS Transportation Assistance 20,548.24 676.30 21,224.54

Direct Training 82160 SS Child Care 886.00 .00 886.00

Direct Training 82170 SS Other Supportive Services 377.76 .00 377.76

Other Program Cost Adult Other .00 .00 .00

Adult Expense Totals $1,134,622.64 $53,243.49 $1,187,866.13

Sub-Department 98400 - Dislocated WorkerSalary and Fringe 40000 Salaries and Wages 460,611.01 .00 460,611.01 Subtotals:


Other Program Cost 50340 Software Licensing Cost 2,750.00 .00 2,750.00 Direct Training 776,993.06$

Other Program Cost 50590 Professional Services 2,091.03 .00 2,091.03 Other Program Cost 231,521.49$

Other Program Cost 52010 Janitorial Services 2,965.93 .00 2,965.93 1,627,803.79$ TRUE

Other Program Cost 52110 Repairs & Maint - Buildings 61.98 .00 61.98






Exp109,583.41 18,097.70 127,681.11

Other Program Cost 60000 Office Supplies 4,911.88 .00 4,911.88



Other Program Cost 60490 Equipment < $1000 427.08 .00 427.08


Other Program Cost 63010 Utilities-Electric 1,995.73 .00 1,995.73

Other Program Cost 64000 Telephone 1,249.68 .00 1,249.68



Direct Training 82040 DT OJT (On the Job Training) 6,999.20 .00 6,999.20

Direct Training 82100 SS Transportation Assistance 8,007.54 403.97 8,411.51

Direct Training 82170 SS Other Supportive Services 861.52 .00 861.52

Other Program Cost DW Other .00 7,616.07 7,616.07

Dislocated Worker Expense Totals $1,593,672.96 $34,130.83 $1,627,803.79

Fund 480 - Department 98113 - WIA 13 Totals $4,495,093.02 $319,606.84 $4,814,699.86

Page 3 of 6

11

BudgetExpenditures through

12/31/14Balance % of budget spent

1000 SALARY AND FRINGE BENEFITS 506,698.00$ 41,854.49$ 464,843.51$ 8%

1010 OTHER ADMIN 71,008.00 - 71,008.00 0%

TOTAL ADMIN: 577,706.00$ 41,854.49$ 535,851.51$

2000 YOUTH-I/S SALARY AND FRINGE BENEFITS 19,394.00$ -$ 19,394.00$ 0%

2010 YOUTH-I/S OTHER PROGRAM CO 232,852.00 18,579.43 214,272.57 8%

TOTAL YOUTH-IN SCHOOL: 252,246.00$ 18,579.43$ 233,666.57$

2100 YOUTH-O/S SALARY AND FRINGE BENEFITS 23,352.00$ 29,694.17$ (6,342.17)$ 127%

2110 YOUTH-O/S OTHER PROGRAM CO 1,502,265.00 197,127.16 1,305,137.84 13%

TOTAL YOUTH-OUT OF SCHOOL: 1,525,617.00$ 226,821.33$ 1,298,795.67$

3000 ADULT - SALARY AND FRINGE BENEFITS 430,430.00$ -$ 430,430.00$ 0%

3010 ADULT - OTHER PROGRAM COST 486,760.00 40,757.71 446,002.29 8%

3020 ADULT - DIRECT TRAINING 636,704.00 270,809.20 365,894.80 43%

TOTAL ADULT: 1,553,894.00$ 311,566.91$ 1,242,327.09$

4000 DISLOCATED WRK - SALARY/FRINGE BENEFITS 603,200.00$ -$ 603,200.00$ 0%

4010 DISLOCATED WRK - OTHER PRO 375,900.00 4,766.06 371,133.94 1%

4020 DISLOCATED WRK - DIRECT TRAINING 843,511.00 352,532.08 490,978.92 42%

4030 DISLOCATED WRK - INCUMBENT 45,000.00 - 45,000.00 0%

TOTAL DW: 1,867,611.00$ 357,298.14$ 1,510,312.86$

GRAND TOTAL: 5,777,074.00$ 956,120.30$ 4,820,953.70$

FUNDING STREAM BUDGET

TOTAL FUNDS

OBLIGATED through

6/30/15 (PROJECTED)

TOTAL OBLIGATION %

at 6/30/15 (PROJECTED)

TOTAL DIRECT

TRAINING % as of

December 2014

Administration

Youth 1,777,863$ 1,683,860$ 89%

Adult 1,553,894$ 1,278,567$ 82% 58%

Dislocated Worker 1,867,611$ 1,487,209$ 80% 54%

Totals 5,199,368$ 4,449,636$

Grant 17% expended as of 12/31/2014. Grant must be fully expended by 6/30/2016.

The 80% obligation requirement will be satisfied for all funding streams and the 40% direct training requirement will be satisfied for

adult and dislocated worker funding streams as of June 30, 2015. These are the two benchmarks that are required to be met within

the first year of the 2 year WIA grant.

FINANCIAL BENCHMARKS

WIA 14 Budget-Expenditure Summary ReportPrepared by Kane County

Grant Year-Number: 14-681005 Report Period: 07/01/2014 through 12/31/2014

12

GRS CategoryAccount


Expenditures

through

December

2014

Accruals

through

December

2014

Total

Expenditures

Fund 480 - Department 98114 - WIA 14

Sub-Department 98100 - AdministrationSalary and Fringe 40000 Salaries and Wages 26,647.62 .00 26,647.62 Subtotals:


Other Admin 50340 Software Licensing Cost .00 .00 .00 Other Admin -$

Other Admin 50590 Professional Services .00 .00 .00 41,854.49$ TRUE

Salary and Fringe 50600 Temporary Help 831.60 .00 831.60

Other Admin 52180 Building Space Rental .00 .00 .00

Other Admin 52190 Equipment Rental .00 .00 .00

Other Admin 53000 Liability Insurance .00 .00 .00

Other Admin 53020 Unemployment Claims .00 .00 .00

Other Admin 53040 General Advertising .00 .00 .00

Other Admin 53070 Legal Printing .00 .00 .00

Other Admin 53100 Conferences and Meetings .00 .00 .00

Other Admin 53120 Employee Mileage Expense .00 .00 .00

Other Admin 53130 General Association Dues .00 .00 .00

Other Admin 60000 Office Supplies .00 .00 .00

Other Admin 60040 Postage .00 .00 .00

Other Admin 60050 Books and Subscriptions .00 .00 .00

Other Admin 60490 Equipment<$1000 .00 .00 .00

Other Admin 64000 Telephone .00 .00 .00

Other Admin 64020 Internet .00 .00 .00

Other Admin Admin Other .00 .00 .00

Administration Expense Totals $41,854.49 $0.00 $41,854.49

Sub-Department 98200 - Youth In SchoolSalary and Fringe 40000 Salaries and Wages .00 .00 .00 Subtotals:

Salary and Fringe 45390 Fringe .00 .00 .00 Salary and Fringe -$

Other Program Cost 52110 Repairs & Maint - Buildings .00 .00 .00 Other Program Cost 18,579.43$

Other Program Cost 52180 Building Space Rental .00 .00 .00 18,579.43$ TRUE

Other Program Cost 52190 Equipment Rental .00 .00 .00

Other Program Cost 53020 Unemployment Claims .00 .00 .00Other Program Cost 53130 General Association Dues .00 .00 .00


Exp.00 .00 .00

Other Program Cost 55000 Office Supplies .00 18,579.43 18,579.43

Other Program Cost 55060 Youth ITA .00 .00 .00

Other Program Cost 60040 Postage .00 .00 .00

Other Program Cost 60510 Grant Supplies .00 .00 .00

Other Program Cost 64000 Telephone .00 .00 .00

Other Program Cost 64020 Internet .00 .00 .00Other Program Cost 64020 Other .00 .00 .00

Youth In School Expense Totals $0.00 $18,579.43 $18,579.43

Sub-Department 98250 - Youth Out School Subtotals:

Salary and Fringe 40000 Salaries and Wages 22,272.00 .00 22,272.00 Salary and Fringe 29,694.17$

Salary and Fringe 45390 Fringe 7,422.17 .00 7,422.17 Other Program Cost 197,127.16$

Other Program Cost 52110 Repairs & Maint - Buildings .00 .00 .00 226,821.33$ TRUE

Other Program Cost 52180 Building Space Rental .00 .00 .00


Other Program Cost 53020 Unemployment Claims .00 .00 .00

Other Program Cost 53130 General Association Dues .00 .00 .00


Exp.00 197,127.16 197,127.16

Other Program Cost 55060 Youth ITA .00 .00 .00

Other Program Cost 60000 Office Supplies .00 .00 .00


Other Program Cost 60050 Books and Subscriptions .00 .00 .00

Other Program Cost 60510 Grant Supplies .00 .00 .00


Other Program Cost 64020 Internet .00 .00 .00

Other Program Cost Other .00 .00 .00

Youth Out School Expense Totals $29,694.17 $197,127.16 $226,821.33

Sub-Department 98300 - AdultSalary and Fringe 40000 Salaries and Wages 1,733.92 .00 1,733.92 Subtotals:

Salary and Fringe 45390 Fringe .00 .00 .00 Salary and Fringe 1,733.92$

Other Program Cost 40340 Software Licensing Cost .00 .00 .00 Direct Training 270,809.20$

Other Program Cost 52010 Janitorial Services .00 .00 .00 Other Program Cost 39,023.79$




Other Program Cost 53020 Unemployment Claims .00 .00 .00

Other Program Cost 53100 Conference and meetings 21.83 .00 21.83Other Program Cost 53130 General Association Dues 202.15 .00 202.15


Exp25,980.96 .00 25,980.96



Page 5 of 6

13

GRS CategoryAccount


Expenditures

through

December

2014

Accruals

through

December

2014

Total

Expenditures






Other Program Cost 60490 Equipment <$1000 .00 .00 .00

Other Program Cost 60500 Equipment>$1000 .00 .00 .00


Other Program Cost 63010 Utilities - Electric 726.91 .00 726.91

Other Program Cost 64000 Telephone 179.21 .00 179.21



Direct Training 82040DT OJT (On the Job

Training)1,162.88 .00 1,162.88

Direct Training 82100 SS Transportation Assistance 18,680.59 .00 18,680.59

Direct Training 82160 SS Child Care 314.20 .00 314.20

Direct Training 82170 SS Other Supportive 3,266.92 3,266.92

Other Program Cost Adult Other .00 .00 .00

Adult Expense Totals $283,507.91 $28,059.00 $311,566.91

Sub-Department 98400 - Dislocated WorkerSalary and Fringe 40000 Salaries and Wages .00 .00 .00 Subtotals:Salary and Fringe 45390 Fringe .00 .00 .00 Salary and Fringe -$

Other Program Cost 50340 Software Licensing Cost .00 .00 .00 Direct Training 352,532.08$

Other Program Cost 52010 Janitorial Services .00 .00 .00 Other Program Cost 4,766.06$


Other Program Cost 52180 Building Space Rental .00 .00 .00

Other Program Cost 53070 Legal Printing .00 .00 .00

Other Program Cost 53130 General Association Dues .00 .00 .00


Exp4,766.06 .00 4,766.06

Other Program Cost 60000 Office Supplies .00 .00 .00



Other Program Cost 60490 Equipment < $1000 .00 .00 .00

Other Program Cost 60500 Equipment>$1000 .00 .00 .00

Other Program Cost 63000 Utilities - Natural Gas .00 .00 .00

Other Program Cost 63010 Utilities-Electric .00 .00 .00


Other Program Cost 64020 Internet .00 .00 .00


Direct Training 82040DT OJT (On the Job

Training)6,306.30 9,072.00 15,378.30

Direct Training 82100SS Transportation

Assistance21,658.70 .00 21,658.70

Direct Training 82160 SS Child Care .00 .00 .00

Direct Training 82170 SS Other Supportive Services 2,503.00 .00 2,503.00

Other Program Cost DW Other .00 .00 .00

Dislocated Worker Expense Totals $312,179.17 $45,118.97 $357,298.14

Fund 480 - Department 98114 - WIA 14 Totals $667,235.74 $288,884.56 $956,120.30

Page 6 of 6

14

Kane County Department of Employment and Education

WIA Workforce Innovation Fund (ATIM) grant

08/01/13 - 06/30/15

Expenses through December 2014

Description Travel

Support

Services Training Other Costs Total

August-13 - - - - -

September-13 298.98 - - - 298.98

October-13 - - 764.34 - 764.34

November-13 87.59 - 969.18 450.00 1,506.77

December-13 - - 1,464.71 1,395.00 2,859.71

January-14 298.40 - 24,757.76 495.00 25,551.16

February-14 - - 53,665.88 - 53,665.88

March-14 - - 34,266.50 - 34,266.50

April-14 - - 4,290.63 90.00 4,380.63

May-14 85.12 - 11,062.99 45.00 11,193.11

June-14 - - 16,322.25 135.00 16,457.25

July-14 - - 1,862.65 90.00 1,952.65

August-14 - 219.25 8,782.96 270.00 9,272.21

September-14 56.00 134.68 16,117.58 225.00 16,533.26

October-14 - 1,466.09 39,404.50 225.00 41,095.59

November-14 22.40 - 25,475.37 45.00 25,542.77

December-14 - 414.44 21,243.07 90.00 21,747.51

January-15 - - - - -

February-15 - - - - -

March-15 - - - - -

April-15 - - - - -

May-15 - - - - -

June-15 - - - - -

GRANT YEAR TOTAL 848.49 2,234.46 260,450.37 3,555.00 267,088.32

T T T T T

Accrual through December 31, 2014 - - 12,799.10 - 12,799.10

Obligations through December 31, 2014 - - 3,124.35 - 3,124.35

Subtotal actuals, accruals, and

obligations 848.49 2,234.46 276,373.82 3,555.00 283,011.77

Approved Budget Amount: 1,000.00 900.00 344,900.00 3,200.00 350,000.00

Available amount: 151.51$ (1,334.46)$ 68,526.18$ (355.00)$ 66,988.23$

Budget to Actual Variance: 85% 248% 80% 111% 81%

15


Trade Adjustment Assistance/DCEO grant

10/01/14 - 09/30/15


Description

Payment

Processing Training Total

October-14 -

November-14 644.49 959.98 1,604.47

December-14 28.61 1,050.70 1,079.31

January-15 -

February-15 -

March-15 -

April-15 -

May-15 -

June-15 -

July-15 -

August-15 -

September-15 -

GRANT YEAR TOTAL 673.10 2,010.68 2,683.78

T T T

Accruals through December 31, 2014 - - -

Subtotal actuals and accruals 673.10 2,010.68 2,683.78

Approved Budget Amount: 3,259.00 48,348.20 51,607.20

Available amount: 2,585.90$ 46,337.52$ 48,923.42$

Budget to Actual Variance: 21% 4% 5%

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WIA Workforce Innovative Projects (RR) grant

Year 1 - 06/01/13 - 03/31/15


Description Salary & Fringe Contractual Training

Program

Overhead Total

June-13 -

July-13 -

August-13 -

September-13 -

October-13 -

November-13 -

December-13 -

January-14 -

February-14 768.14 768.14

March-14 1,573.78 4,420.00 5,993.78

April-14 2,348.87 2,348.87

May-14 1,623.65 1,623.65

June-14 1,711.29 1,711.29

July-14 1,005.12 1,005.12

August-14 12,499.98 17,398.00 29,897.98

September-14 1,711.27 18,138.53 6,084.00 25,933.80

October-14 1,647.69 4,680.00 6,327.69

November-14 1,576.25 38.01 1,614.26

December-14 2,021.81 3,885.85 13,572.00 19,479.66

January-15 -

February-15 -

March-15 -

GRANT YEAR TOTAL 28,487.85 22,024.38 46,154.00 38.01 96,704.24

T T T T T

Accruals through December 30, 2014 - 17,436.73 - - 17,436.73

Obligations through December 30, 2014 - - - - -

Subtotal actuals and accruals 28,487.85 39,461.11 46,154.00 38.01 114,140.97

Approved Budget Amount: 49,000.00 50,000.00 288,000.00 13,000.00 400,000.00

Available amount: 20,512.15$ 10,538.89$ 241,846.00$ 12,961.99$ 285,859.03$

Budget to Actual Variance: 58% 79% 16% 0% 29%

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Workforce Investment Board Executive Committee

ACTION ITEM DETAIL New Business

B. Action Item: Authorize the solicitation of DeKalb County WIA Adult,

Dislocated Worker and Business Service provider (s) through the release of a Request for Proposals.

Background: Historically, both job seeker and employer services at the DeKalb workNet Center have been provided by contractors whose services have been procured competitively every three years. With the current three-year cycle concluding in June of 2015, it is time to issue a new Request for Proposals (RFP) for services beginning July 1, 2015. The DeKalb County WIB members have consulted area stakeholders and reviewed the draft RFP document to ensure it includes the scope of services needed in DeKalb County. Proposed Action: Kane County will issue the RFP through its Purchasing Department in the spring of 2015 and the RFP will describe the desired services, guidelines for proposals, and the contractor selection process. Prospective vendors will be asked to detail the direct services they will provide to DeKalb County job seekers (adults and dislocated workers) and businesses based on a three-tiered model:

1. Universal Access offered through a walk-in Community Resource Center (CRC) that provides free computer access and job search assistance through dedicated staff.

2. Intensive One-on-One Assistance provided by employment counselors that develop an individualized employment plan for each client along with direct job search assistance and/or occupational training.

3. Business Services delivered through partnerships with local businesses offering no-cost job posting and candidate recruitment events, along with providing employers access to a skilled talent pool and workforce training.

Bidders will be permitted to submit proposals that address any or all of the service components outlined above. Those not proposing to cover all components, however, will be asked to explain how they would manage the referral and transition of customers from one service component to the next. Cooperative management and willingness to integrate resources across all services tiers must be demonstrated regardless of tier selection for bidding. Additionally, all bidders will be expected to cover four (4) additional components in their proposals, including:

1. Marketing and Community Service Delivery bidders are to provide a marketing and communications plan for each service tier they propose to cover.

2. Program Reporting and Accountability bidders must demonstrate the use of an internal quality control system to monitor progress toward achieving goals along with the quality of program operations and participant activities.

3. Data Management compliance systems and internal controls are to be described.

4. Fiscal Standards are to be described to ensure compliance with federal, state and local policy. Staff Recommendation: Authorize the release of the above-described RFP.

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C. Action Item: Authorize Workforce Innovation and Opportunity Act (WIOA)

planning and implementation activities, including a plan/budget modification, participation in WIOA training opportunities, and the contracting necessary to undertake WIOA transition activities.

Background: The Workforce Innovation and Opportunity Act (WIOA) will replace the Workforce Investment Act (WIA) beginning in Program Year 2015 which starts July 1, 2015. WIOA represents the first legislative reform of the public workforce system in more than 15 years, and is expected to impact the philosophy and models of delivering workforce services across the county. Given the significance of the anticipated changes, the Illinois Department of Commerce and Economic Opportunity (DCEO) has authorized local workforce areas to utilize a portion of their 2014 WIA grant to support WIOA planning activities, pending the submission of the necessary plan/budget modification. LWIA 5 may use $37,823 in Adult funds and $59,261 in Dislocated Worker funds for WIOA transition planning. Proposed Action: In order to utilize the above-referenced funding for WIOA transition activities, it is necessary to submit a plan/budget modification to DCEO. This action item includes authorization to do so, and to utilize the funds to cover expenses associated with WIOA planning and implementation. At a minimum, these expenses are expected to include the cost of attending training opportunities connected with WIOA and the cost of a consultant to assist with WIOA transition activities. This is necessary given that the local area is expected to continue to provide workforce development services under WIA while preparing for implementation of WIOA. This proposed action includes authorizing the county to procure such services for roughly a six-month period. WIOA transition planning will focus on the following areas, which have been identified by DCEO as high-priority areas:

• Improving Customer Service • Service Coordination with Partner Agencies • Employer Outreach and Coordination • One-Stop Process Mapping • Staff Training/Cross Training

In addition to restructuring existing systems and processes to comply with WIOA, partner agencies will be engaged during the transition period to organize a formal One-Stop system that complies with the Act and its implementing regulations and operational guidelines which will be released soon. Deliverables will include partnership and cost-share agreements, as well as policies, procedures and guidelines prescribed under WIOA. Staff Recommendation: The Executive Committee is encouraged to forward the proposed action outlined above to the Workforce Investment Board for consideration/authorization.

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D. Action Item: Authorize an increase to the funding limit for supportive services to

enable residents of homeless shelters to attend job training for Program Year 2014.

Background: Supportive services are one of the allowable program mechanisms available to enable an individual’s successful participation in job training. Support services are provided based on a defined need and when an individual is unable to obtain assistance from alternate resources or programs. Local policy provides a maximum of $1,200 annually to help participants cover expenses in the areas of childcare, transportation, emergency services (i.e. utility payments, rent assistance and car repair), and tools/uniforms necessary for their classroom training participation. In an effort to transition homeless residents of Hesed House in Aurora to self-sufficiency, Kane County is using WIA funds to support five (5) individuals pursuing careers in manufacturing through training programs offered at Jane Addams Resource Corporation (JARC). JARC’s programs focus on skills training and industry job placement. Financial coaching and job readiness services are also provided to help ensure each participant’s success. Kane County has determined that all five (5) participants require transportation support in order to participate and complete a 20-week Machine Operator program. The cost of transportation, however, exceeds the support service maximum as defined in policy. Since Kane County expects other local shelter residents to experience similar transportation challenges, we are requesting that the support service limit for such individuals be increased to $2,000 for the remainder of Program Year 2014. This will provide flexibility in delivering additional support dollars to any WIA participant residing in a homeless shelter throughout the three-county area. It should be noted that the needs of each individual will be assessed on a case-by-case basis with support service funding provided based on cost reasonableness and availability. Staff Recommendation: Staff recommend the Executive Committee authorize an increase to the support service limit for individuals attending training and residing in local shelters based on need and cost reasonableness.

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E. Action Item: Consideration of New Training Program Applications

Background: All new training providers or program submissions must meet a set of criterion to be eligible to receive WIA funding. These include being accredited by a post-secondary body or industry-recognized standard along with an anticipated outcome of employment in a demand occupation through attainment of an occupational skills certificate, degree or industry-recognized certification/licensure. Below is a summary of the new programs seeking approval:

New Programs – Two (2) new programs were submitted for approval from two existing training providers; Waubonsee Community College and DePaul University. The programs were reviewed individually and met the established criterion (documentation attached).

DePaul University:

1) Certificate in Grant Writing Program.

Waubonsee Community College: 1) APICS (Association for Operations Management) Certified Supply Chain

Professional Recommendation: Approve the new training programs seeking certification as presented.

21

New Training Program / Provider Application from DePaul University

Certificate Title: Certificate in Grant Writing

Accreditation: The Higher Learning Commission of the North Central Association of College and Schools

IBHE Compliant: Yes

Delivery Method: Classroom / 30 Contact Hours

Costs: Tuition & Fees: $1295 / Books: $60 / Total: $1355

Course Description: This course provides instruction in:

• Understanding philanthropy and the nonprofit culture; • How to determine whether a project is fundable; • Using on-line resources to identify funding prospects; • Evaluating and drafting case statements and two Letters of Intent (LOI); • Developing your critical skills via peer-review and individual conference; • Drafting and revising a complete grant proposal.

In-Demand Anticipated Occupational Outcome: Technical Writer

Degree, Certificate or Licensure: DePaul University Certificate of Completion.

New Training Program Application from Waubonsee Community College:

Program Title: APICS Certified Supply Chain Professional

Delivery Method: Classroom / 33 Non-Credit Hours

Costs: Program: $1099 / Exam Fees: $850 / Books: $950 / Total: $ 2899

Course Description: Students learn to design and develop a supply chain strategy that aligns with corporate strategy; Understand how to manage supplier and customer relationships; Recognize how logistics, technology and data can enhance performance to achieve the seamless integration of all processes to meet customer’s needs, reduce costs and increase profits.

In-Demand Anticipated Occupational Outcome: Supply Chain Manager Degree, Certificate or Licensure: APICS Certified Supply Chain Professional

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Local Workforce Investment Area 5 Meeting Agenda Committee Packet 1...3. Trade Adjustment Assistance...

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