PROGRAM BUDGET

JULY 1, 2016 - JUNE 30, 2017

Serving Manatee & Sarasota Counties, Region 18

1112 Manatee Avenue East | Bradenton, FL | 34208

phone (941) 358-4080 | careersourcesuncoast.comrecruit. train. retain.

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CareerSource Suncoast Budget for Program Year 2016-2017

Table of Contents

Page No.

Introduction 1 Budget Narrative 2 Summary of Funds Available – All Programs 4 Chart of Funds Available by Program 5 Budget Comparison- All Programs – PY 2016-2017 & PY 2015-2016 6 Notes to Comparative Budget 7 Budget By Allocations 9 Budget Allocated to Program & Administrative Costs 10

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CareerSource Suncoast Program Year 2016-2017

Budget Narrative The Board CFAO and staff have prepared the budget for CareerSource Suncoast. This narrative will be divided into sections describing our various programs, as follows: Temporary Assistance for Needy Families (TANF) Workforce Innovation and Opportunity Act (WIOA) – Adult, Dislocated Worker, Youth, and Youth

Innovative Grant Department of Economic Opportunity (DEO) - Jointly Managed Programs

o Wagner-Peyser (WP) o Veteran Services - Disabled Veterans’ Outreach Program (DVOP) & Local Veterans’

Employment Representative Program (LVER) Reemployment Assistance Services (RAS) formerly Unemployment Compensation Svcs (UC)

Reemployment Services and Eligibility Assessment (RESEA)

Supplemental Nutrition Assistance Program Employment & Training (SNAP)

Temporary Assistance for Needy Families (TANF) The Temporary Assistance for Needy Families (TANF), provides services to recipients of temporary assistance, their children and families, and to low-income persons in danger of entering welfare dependency. The goal of this program is to assist these persons in obtaining employment, leading to self-sufficiency. Clients require intensive services prior to obtaining viable employment as well as transitional assistance to assure job retention and the achievement of self-sufficiency. Workforce Innovation and Opportunity Act (WIOA) The Workforce Innovation and Opportunity Act (WIOA) effective July 1, 2015 supersedes the Workforce Investment Act (WIA) of 1998. WIOA is designed to help job seekers access employment, education, training, and support services to succeed in the labor market and to match employers with the skilled workers they need to compete in the global economy. Career Services available in our Career Centers range from intake, assessment of skills, job search and placement assistance, and training services. Training, which is linked to job opportunities in our local area, may be provided through an individual training account (ITA), paid internships, or on the job training (OJT) to qualified customers who are not able to find employment. Florida Statutes states at least 50% of Adult and Dislocated Worker funds must be expended on ITAs. The law also allows for a regional workforce board to request a waiver from CareerSource Florida based on sliding scale due to reduced funding levels in WIOA, Wagner Peyser, and TANF. CSS will continue with a 40% waiver vs the 50% requirement. Requirements for youth funding specify a minimum of 75% of youth funds are to be used for out of school youth 16-24 years of age, compared to WIA’s 30% requirement. A minimum of 20% of youth funds are to be used toward paid internship activities.

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CareerSource Suncoast Program Year 2016-2017

Budget Narrative The WIA Youth Innovative Grant is supporting our Journey to Success Youth Development Program. The program is a year round work readiness, leadership, and career development program working with high school seniors and out of school youth 18-24 through six career pathways over a two year program. The grant activities will be ending 9/30/2016. CareerSource Suncoast has three full-service high tech career centers in Bradenton, Sarasota, and Venice, which provide a broad range of services to the citizens and businesses in Sarasota and Manatee Counties. CareerSource Suncoast utilizes a Mobile Career Lab to reach our customers in our two county area. The mobile computer lab has access to the same tools available in our career center resource rooms. Internet access is available on the mobile. Department of Economic Opportunity (DEO) – Joint Managed Programs Programs under DEO – Joint Managed Programs are for services delivered by DEO state staff assigned to our local career centers. The Florida Workforce Innovation Act of 2000 gave responsibility for DEO Programs to the Florida Workforce Boards.

1. Wagner-Peyser - The basic services provided under this program are employment workshops, referral and placement services to job seekers, reemployment services to unemployment compensation claimants, and recruitment services to employers with job vacancies.

2. Disabled Veterans’ Outreach Program (DVOP) & Local Veterans’ Employment

Representative Program (LVER) – The DVOP & LVER Veterans' programs provide jobs and job training opportunities for veterans and disabled veterans. DVOP and LVER assist veterans through contacts with employers, promote and develop on-the-job training and apprenticeships and various other services applicable to provide maximum employment opportunities for veterans.

Reemployment Assistance Services (RAS) formerly Unemployment Compensation Services (UC) The application process has been centralized in regional hubs over the State of Florida. The local Workforce Boards still retain responsibilities for this program providing re-employment services for claimants, and assistance to applicants as required. Reemployment Services and Eligibility Assessment (RESEA) A grant from USDOL provides re-employment and eligibility assessments to unemployment compensation claimants. The purpose of the project is to determine the effectiveness of more intensive services (in-person re-employment eligibility assessments) in helping claimants find employment, thereby resulting in shorter claims durations and fewer erroneous payments. Current funding is through December 31, 2016. Supplemental Nutrition Assistance Program – Employment and Training (SNAP) SNAP recipients without dependents receive assistance from CareerSource Suncoast with employment and training services to enable them to become self-sufficient. Beginning January 1, 2016 the State of Florida began mandatory participation for SNAP recipients.

CareerSource SuncoastSummary of Funds Available - All Programs Program Year 2016-17July 1, 2016 - June 30, 2017

Funding Reserve FundingAvailable for Budgeted

Funding Streams PY 16-17 PY 17-18 For PY 16-17

Temporary Assistance for Needy Families (TANF) exp 6/30/17 $1,640,126 $0 $1,640,126

WIOA-Adult & Dislocated Worker exp 6/30/2018 $2,725,946 ($681,487) $2,044,460WIA-Adult & Dislocated Worker Carry Fwd estimate exp 6/30/17 $905,881 $905,881Total WIA Adult & Dislocated Worker $3,631,827 ($681,487) $2,950,341

4 WIOA-Youth exp 6/30/2018 $1,042,271 ($396,063) $646,208WIA-Youth Carry Fwd estimate exp 6/30/2017 $446,373 $446,373Total WIA Youth $1,488,644 ($396,063) $1,092,581

WIA Youth Innovation Grant Carry Fwd estimate exp 12/31/16 $69,487 $0 $69,487

Wagner Peyser (WP) exp 9/30/17 $508,125 $0 $508,125Wagner Peyser (WP) Carry Fwd estimate exp 9/30/16 $88,774 $88,774Total Wagner Peyser $596,899 $0 $596,899

Reemployment Assistance Svcs (formerly UC) exp 6/30/17 $39,885 $0 $39,885

Reemployment Svcs & Eligibility Assess (RESEA) Carry Fwd est exp 12/31/16 $108,755 $0 $108,755

Supplemental Nutrition Assistance Program Employment & Training (SNAP) estimate exp 6/30/16 $303,000 $0 $303,000

Veteran's Programs (DVOP & LVER) estimate exp 6/30/16 $80,474 $0 $80,474

Total $7,959,097 ($1,077,549) $6,881,548

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FUNDS % OF WIOA ALLOCATION FUNDS % OFPROGRAM AVAILABLE TOTAL BREAKDOWN AVAILABLE TOTAL

WIOA-ADULT, DIS WKR & YOUTH $5,189,958 65% ADULT/DIS WKR $3,631,827 70%

TANF $1,640,126 21% YOUTH $1,558,131 30%

RAS, RESEA, SNAP $451,640 6% TOTAL $5,189,958 100%

DEO - WAGNER PEYSER & VET SVCS $677,373 8%

TOTAL $7,959,097 100%

CareerSource SuncoastFunds Available by Program

Program Year 2016-2017

65%

21%

6%8%

WIOA-ADULT, DIS WKR & YOUTH TANF

RAS, RESEA, SNAP DEO - WAGNER PEYSER & VET SVCS

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CareerSource SuncoastBudget Comparison & Information

Program Years 2016-17 to 2015-2016

Note PY 16-17 PY 15-16 ExpendituresRef Budget Budget Mod #2 PY 15-16*

Funding Available Less Reserves $6,881,548 $7,863,626

Personnel Costs: Salaries 1 $2,930,410 $3,063,207 $2,925,670 Fringe Benefits 1 $979,121 $1,060,483 $962,809 Staff Training & Education 2 $19,000 $19,000 $13,678Total Personnel Costs $3,928,531 $4,142,690 $3,902,157

Facility Costs 3 $1,060,583 $1,039,047 $975,198

Office Furniture & Equipment 4 $54,573 $146,343 $115,124

Operating Costs-Career Ctrs and Admin: Accounting 5 $26,000 $28,000 $20,219 Office Exp & Supplies 6 $67,000 $63,386 $52,697 Audit/Monitoring 7 $65,000 $64,238 $62,882 Consultants 8 $31,352 $79,000 $72,754 General Insurance 9 $52,000 $50,500 $49,571 Legal Services 10 $10,000 $10,000 $6,000 Travel & Meetings 11 $80,000 $82,418 $68,735Total Operating Costs $331,352 $377,542 $332,858

Program Services: Client Training 12 $1,129,865 $1,665,909 $1,547,680 Client Support 13 $197,000 $335,760 $268,879 Employer & Client Services 14 $94,644 $72,000 $26,852 Mobile-Gas & Maintenance 15 $21,000 $5,890 $2,695 Outreach 16 $64,000 $78,445 $74,375Total Program Services $1,506,509 $2,158,004 $1,920,482

Totals $6,881,548 $7,863,626 $7,245,819

CareerSource Suncoast Notes to Comparative Budget Statement

Explaining Budget Line Items and Variances between Budget Years Program Years PY 16-17 & 15-16

Note 1 Salaries – The salary line item includes positions for Career Center Services and Board

Administration. Due to the course of attrition and combining positions during PY 15-16 we did not fill 7.5 positions. Beginning PY 16-17 one additional position will be eliminated due to funding reductions.

As of As of As of 7-1-15 6-30-16 7-1-16

CSS Positions 74.5 68 67 State Merit Positions* 15 14 14_ Total CSS & State Positions 89.5 82 81 *State merit positions are not included in CSS budgeted salary line item. They are paid through

the State as employees of Department of Economic Opportunity (DEO). We provide supervision and oversight in our career centers for these employees.

Reemployment Services and Eligibility Assessments Program (RESEA) includes funding for three positions until 12/31/16. A budget modification will be requested once we receive a notice of funding availability.

Fringe Benefits - Include mandatory taxes: Social Security, Medicare, unemployment compensation, and worker comp insurance. Health related benefits for employees are paid by CSS. A discretionary retirement contribution is paid for eligible employees at 7.5%. The average fringe benefit rate for PY 16-17 is 33.5%.

Note 2 Staff Training & Education – Training for staff to include on-site training, opportunities offered by Department of Economic Opportunity, and outside sources to be determined.

Note 3 Facility costs are derived from rent, utilities, equipment maintenance, IT maintenance, IT

communications, telephone lines, long distance charges, and building maintenance for 3 career centers.

Note 4 Equipment & Furniture - This line item is budgeted for replacement equipment/furniture needs. Note 5 Accounting – Fees for payroll processing services, 401k admin fees, and our maintenance

renewal on our accounting software. Note 6 Office Expense and Supplies – This line item has been combined with previous line items and

covers advertising costs for legal notices, dues and subscriptions, incidental expenses, office supplies (for staff and customers), and postage.

Note 7 Audit/Monitoring - This line item includes costs for our financial audit, 990 filing, and

programmatic monitoring. Note 8 Consultants – Includes costs for final evaluator report on Journey to Success program. Note 9 General Insurance - This covers insurance for directors & officers, general liability, pension

bond, crime, property, electronic equipment, wind, and auto. Worker compensation is listed with fringe benefits. Mobile insurance is budgeted under the mobile line item.

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CareerSource Suncoast Notes to Comparative Budget Statement

Explaining Budget Line Items and Variances between Budget Years Program Years PY 16-17 & 15-16

Note 10 Legal Services – For Board related activities. Note 11 Travel & Meetings – Mileage reimbursement ($0.445 per mile), overnight travel (per diem

breakfast $6, lunch $11, and dinner $19), and meeting expenses are reported in this line item. Travel for CSS employees and state employees are to be paid based on the state limits listed which are below federal requirements.

Note 12 Client Training – Includes costs for Individual Training Accounts (ITAs) for tuition, books, and

supplies, along with on the job training (OJT), employed worker training (EWT), and youth paid internships. For training budgets by funding/program refer to Budget by Allocation (pg 9) in the packet.

Adult & Dislocated Worker Funds are required to expend 50% on ITAs. CSS will request a reduced ITA percentage based on CS Florida’s sliding scale policy issued when funding levels began decreasing. CSS will request a rate of 35-40% depending on CS Florida’s determination of our eligible percentage. This budget has in place a 40.5% ITA rate.

The Youth budget will meet the minimum 75% requirement for out of school youth activities as

we will focus on out of school new enrollments this program year. The training budget for youth also includes an amount for paid internships to meet the 20% WIOA requirement. This budget has a 22.9% paid internship rate.

Note 13 Client Support – Support services are on an individual basis and need. Possible costs may

include vaccines, physicals, uniforms, tools, background checks, certificate exams, incentives, and transportation costs.

Note 14 Employer and Client Services – Employer and Customer assessment activities and services.

Note 15 Mobile Gas & Maintenance – Operating costs for one mobile computer lab serving both

counties. Vehicle maintenance, gas, internet, computer maintenance, repairs, cleaning, registration, storage, and insurance.

Note 16 Outreach – A variety of media is used for educating the employers, job seekers, and community

on the services offered at CSS. This line item includes $40,000 in outreach services partnering with the Bradenton Area Economic Development Corporation and Economic Development Corporation of Sarasota County.

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CareerSource SuncoastBudget by Allocation

Program Year 2016-2017July 1, 2016 - June 30, 2017

BUDGET TANF

WIOA ADULT & DIS

WKRWIOA

YOUTH

WIA INNOVATIVE/

YOUTHWAGNER PEYSER RAS RESEA SNAP VETS

Funding Available Less Reserve $6,881,548 $1,640,126 $2,950,341 $1,092,581 $69,487 $596,899 $39,885 $108,755 $303,000 $80,474Personnel Costs: Salaries $2,930,410 $914,967 $1,188,665 $512,625 $4,155 $79,174 $27,718 $25,534 $169,539 $8,033 Fringe Benefits 979,121 303,913 398,237 171,729 1,392 26,523 9,287 8,554 56,796 2,691 Staff Training & Education 19,000 4,885 4,632 2,413 3,297 0 1,180 1,292 1,302Total Personnel Costs $3,928,531 $1,223,765 $1,591,534 $686,767 $5,547 $108,994 $37,005 $35,268 $227,627 $12,026

Facility Costs $1,060,583 $213,526 $333,219 $61,050 $297,144 $2,880 $53,304 $53,273 $46,186

Office Furn & Equip $54,573 $54,573

Operating Costs-Career Ctrs & Adm: Accounting $26,000 $6,685 $6,339 $3,302 $0 $4,511 $0 $1,615 $1,768 $1,781

9 Office Exp & Supplies 67,000 17,226 16,334 8,509 0 11,625 0 4,161 4,556 4,590 Audit/Monitoring 65,000 16,712 15,847 8,255 0 11,278 0 4,037 4,420 4,453 Consultants 31,352 6,428 6,095 3,175 6,352 4,338 0 1,553 1,700 1,713 General Insurance 52,000 13,369 12,677 6,604 0 9,022 0 3,229 3,536 3,562 Legal Services 10,000 2,571 2,438 1,270 0 1,735 0 621 680 685 Travel & Meetings 80,000 20,568 19,504 10,160 0 13,880 0 4,968 5,440 5,480Total Operating Costs $331,352 $83,558 $79,233 $41,275 $6,352 $56,388 $0 $20,183 $22,100 $22,263

Program Services: Client Training $1,129,865 $3,000 $851,000 $223,277 $52,588 $0 $0 $0 $0 $0 Client Support 197,000 82,000 42,000 68,000 5,000 0 0 0 0 0 Employer & Client Svcs 94,644 34,278 13,355 7,211 0 39,800 0 0 0 0 Mobile-Gas & Maintenance 21,000 0 0 0 0 21,000 0 0 0 0 Outreach 64,000 40,000 5,000 19,000 0 0 0 0Total Program Services $1,506,509 $119,278 $946,355 $303,488 $57,588 $79,800 $0 $0 $0 $0

Totals $6,881,548 $1,640,127 $2,950,341 $1,092,581 $69,487 $596,899 $39,885 $108,755 $303,000 $80,475

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CareerSource SuncoastBudget Allocated to Program & Administrative Costs

Program Year 2016 - 2017July 1, 2016 Thru June 30, 2017

Total Program Administrative

Funding Budgeted $6,881,548 $6,200,342 $681,206Personnel Cost: Salaries $2,930,410 $2,560,410 $370,000 Fringe Benefits 979,121 855,171 123,950 Staff Training & Education 19,000 16,000 3,000Total Personnel Costs $3,928,531 $3,431,581 $496,950

Facility Costs $1,060,583 $1,025,583 $35,000

Office Furniture & Equipment $54,573 $51,573 $3,000

Operating Costs Career Ctrs & Admin: Accounting $26,000 $0 $26,000 Office Expense & Supplies 67,000 60,500 6,500 Audit/Monitoring 65,000 30,000 35,000 Consultants 31,352 6,352 25,000 General Insurance 52,000 42,000 10,000 Legal Services 10,000 0 10,000 Travel & Meetings 80,000 66,000 14,000Total Operating Costs $331,352 $204,852 $126,500

Program Services: Client Training $1,129,865 $1,129,865 $0 Client Support $197,000 197,000 0 Employer & Client Services $94,644 94,644 0 Mobile-Gas & Maintenance $21,000 21,000 0 Outreach $64,000 64,000 0Total Program Services $1,506,509 $1,506,509 $0

Total Budget $6,881,548 $6,220,098 $661,450

Percentage of Administrative Cost 9.61%

July 26, 2016 - Regular Meeting Agenda Item #38

Subject Suncoast Workforce Board Incorporated d/b/a CareerSource Suncoast - Program Year 16/17 Annual Budget Briefings None Contact and/or Presenter Information Debbie DeLeon, Neighborhood Planning Division, Ext. 3482 Action Requested Approval of the Suncoast Workforce Board Incorporated d/b/a CareerSource Suncoast annual budget for the time period July 1, 2016 - June 30, 2017. Enabling/Regulating Authority Florida Statute 445.007 (12) Regional Workforce Boards Background Discussion Suncoast Workforce Board Incorporated d/b/a CareerSource Suncoast is the regional workforce board servicing Manatee and Sarasota Counties. Under Florida Statute 445.007 (12), the annual budget for Suncoast Workforce Board Incorporated d/b/a CareerSource Suncoast must be approved by the chief elected official of both Manatee County and Sarasota County Commissions. Staff has reviewed the annual budget and is presenting a copy of the July 1, 2016, to June 30, 2017, budget at this time for review/approval by the Manatee County Board of County Commissioners. County Attorney Review Not Reviewed (No apparent legal issues) Explanation of Other Reviewing Attorney N/A Instructions to Board Records Copy of stamped approved Agenda Memorandum to Debbie DeLeon, Neighborhood Services Department Cost and Funds Source Account Number and Name No Cost to the County Amount and Frequency of Recurring Costs

Manatee County Government Administrative CenterCommission Chambers, First Floor

9:00 a.m. - July 26, 2016

N/A Attachment: Budget Packet PY 16-17.pdf

Manatee County Government Administrative CenterCommission Chambers, First Floor

9:00 a.m. - July 26, 2016