WORKFORCE DEVELOPMENT BOARD MEETING Wednesday, September 19 th, :00 P.M. Madren Conference Center Executive Board Room Clemson, SC AGENDA

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1 WORKFORCE DEVELOPMENT BOARD MEETING Wednesday, September 9 th, 28 : P.M. Madren Conference Center Executive Board Room Clemson, SC AGENDA I. Call to Order/Introductions Stephanie Collins, Board Chair II. Approval of Minutes (6/6/8)* Stephanie Collins III. Special Presentation Pat Michaels, SWDB Co-chair IV. Director s Report Trent Acker, WorkLink Exec. Director A. DEW PY 7 Summary B. PY 7 Monitoring Report C. Performance Negotiations D. 28 AOP Showcase E. Technology Grant Request V. Committee Reports A. Executive Committee Stephanie Collins ) Report of Actions* B. Finance Committee Stephanie Collins, Committee Chair ) PY 7 Budget Overview a. WorkLink/Eckerd Grants i. PY7 Adult/DW/Operator (Final) ii. PY7 Youth PY8 Youth Proposed Budget iii. PY8 Adult/DW/Operator iv. PY8 Youth b. In-House Budgets i. PY7 In-house Budget (Final) ii. PY8 In-Houe Budget* 2) Ongoing Grants a. PY7 Rapid Response IWT b. PY7 IWT c. OJT d. Transportation Grant C. Youth Committee Kristi King-Brock, Committee Chair ) Revised PYC Enrollment Commitment Form & WL Supportive & Incentive Policy* 2) WL Request to Suspend Serving In-School Youth -4 yr. Data (PY4-PY5)* 3) YC (RFP) Motion for Future Youth RFP/Remove Non-Responsive Language/Extension* 4) PY 7- WIOA 4th Qtr. Youth Performance Summary Report 5) Final PY 7-Youth Service Provider Enrollment-Information 6) PY 8-Youth Service Provider Enrollment Update - Information 7) Next Scheduled YC Meeting-October 2, 28 D. OneStop Operations Committee Ed Parris, Committee Chair ) Usage Report 2) 28 RFPs for Adult & DW* 3) ETPL Policy* 4) ETPL Applications* 5) WIOA Success Story Nomination* E. Priority Populations Committee Lisa Gillespie, Committee Chair ) Committee Report V. Other Business Stephanie Collins ) 29 Board Meeting Dates* NEXT MEETING NOVEMBER 7, : PM MADREN CONFERENCE CENTER AT CLEMSON UNIVERSITY

2 WORKFORCE DEVELOPMENT BOARD BOARD MEETING June 6, 28 - Minutes Executive Board Room Clemson University - Martin Inn & Conference Center Members Present: Mike Wallace, Board Chair Jeromy Arnett Danny Brothers Edgar Brown Stephanie Collins Lisa Gillespie Teri Gilstrap Kristi King-Brock Jennifer Lannom Melanie Mclane Ed Parris Pat Pruitt Members Absent: Richard Blackwell Dr. Ronnie Booth David Bowers David Collins Jason Duncan Brooke Garren Billy Gibson Robert Halfacre Gene Williams Staff Present: Trent Acker Jennifer Kelly Sharon Crite Windy Graham Meredith Durham Guest Present: Claiborne Linvill Nancy Linvill Steve Riddle Renee Alexander Julia Gamarra Mendoza Karen Hamrick Kal Kunkel Emily Hodge Karen Craven Laura Cox I. Call to Order Chair Mike Wallace called the meeting to order at :2 pm, announced a quorum was present to conduct the business of the Board and reminded everyone the meeting was being recorded for processing of minutes. Mr. Wallace introduced and welcomed Jeromy Arnett to the Board. II. Approval of Minutes The minutes from the April 8, 28 meeting were ed with the meeting notice and included in the meeting packet. Chair Wallace called for any corrections or amendments to the minutes. BOARD ACTION TAKEN: Ed Parris made a motion to approve the minutes as presented, second by Teri Gilstrap. The motion carried with a unanimous voice vote. Workforce Development Board Meeting Minutes Page of 8

3 III. IV. Special Presentation Ms. Claiborne Linvill and Ms. Nancy Linvill from Lakes and Bridges Charter School, presented information on the new school. Lakes and Bridges Charter School is a newly opened, tuition-free Charter School located within the SC Public Charter School District. Ms. Claiborne Linvill explained that Lakes and Bridges will meet the needs of children with dyslexia and related reading orders by offering a multi-sensory curriculum to teach reading skills. The school is located at Croswell Elementary in Easley, SC for the first year of operation. After the first year, the school plans to move to 6 E. Main Street in Easley. The school will focus on grades -5, and will add a grade level each year through 8 th grade. The main needs for Lakes and Bridges Charter are construction/renovation and for part-time teacher assistants. Lakes and Bridges Charter School has a website and Facebook page that individuals can visit for more information. Director s Report A. Program Year 28 Allocations Mr. Acker referred to page 8, which shows Allocation Summaries for the local areas for PY 8, which begins July st. There will be less funding for the WorkLink area in PY 8, which is determined mostly by unemployment and relative number of disadvantaged persons/youth, depending on the fund stream. There has been between 6 /2-7% funding decrease year-over-year. Mr. Acker will share any updates in the future. B. DEW 3 rd Quarter Update Mr. Acker referred to page for the DEW 3 rd Quarter Update. Each quarter, DEW sends out a quarterly item. This update aligns with WorkLink s internal reports through March. WorkLink is on track to meet the 8% goal Obligation Rate and the 7% goal Fund Utilization Rate by June. Page showed the year-over-year comparison of WorkLink Participation Levels through March 28, and WorkLink is on trend to be at or above the participation levels from last year. Mr. Acker referred to page 2 to show the Training Rates for each fund stream by year. Page 3 shows the outstanding grants and will be updated as needed. C. WIN-WorkKeys Transition Pages 4-6 show an FAQ associated with the WorkKeys to WIN Learning transition. The prepatory and/or remediation curriculum was not included in the RFP for the WIN Learning test. There are no updates at this point. D. SWDB Proposed Initiatives Mr. Acker referred to page 8, which showed the State Workforce Development Board s PY 8 Funded Intiatives. $2, in funding was approved by the SWDB s Executive Committee for job profiling. The Incumbent Worker Training initiative total funding allocated for PY 8 is $,5,. Mr. Acker noted the Lean Manufacturing Curriculum Implementation Pilot on page 9, and stated that the curriculum was developed by Trident Technical College. The program would replace a year of experience requirement to enter entry-level positions with local companies who agree to accept the curriculum. More information is forthcoming on the curriculum. Mr. Acker also pointed Workforce Development Board Meeting Minutes Page 2 of 8

4 to the Technology Enhancement Grant that was allocated by a formula to local areas for technology upgrades and improvements. V. Committee Reports A.) Executive Committee i.) Chair Wallace reviewed the actions taken by the Executive Committee since the last Board meeting. There were 2 different votes that took place. Chair Wallace read a summary of the actions taken: On April 26, 28 the Executive Committee approved the recommendation from the Youth RFP Committee, awarding the Youth services contract to Eckerd Connects for Program Year 28 with the annual option to renew the contract for a total of 4 years. The second action was an IWT modification on April 27, 28 to McLaughlin Body Company s IWT agreement, which permitted expansion of trainings to include MTDP25 Robot Assembly, Basics of Metrology, and GD&T courses. This modification did not change the amount of the overall agreement. BOARD ACTION TAKEN: Kristi King-Brock made a motion to ratify the actions taken by the Executive Committee, seconded by Danny Brothers. The motion carried with a unanimous voice vote. ii.) Election of Program Year Board Officers Danny Brothers nominated Stephanie Collins as Chair for the 28-9 program year. Danny Brothers nominated Jennifer Lannom as Vice Chair for the 28-9 program year. BOARD ACTION TAKEN: The recommendation to nominate Stephanie Collins as Chair and Jennifer Lannom as Vice Chair carried with a unanimous voice vote. B.) Finance Committee ) PY 7 Budget Overview a. WorkLink Grants i.) Adult, DW, Operator Ms. Renee Alexander stated that each item has a 83.3% goal through April and referred to the following: Page 2: Adult Program Budget 85% in direct training has been spent. Overall is 84.4%. Page 22: DW Program Budget 7% has been spent in direct training. Overall is 65%. Pages 22-23: Operator Adult and DW Budget 8.7% of the Adult Operator budget has been spent. 9.3% of the Dislocated Worker Operator budget has been spent. ii.) Obligations The Year to Date Obligations report was listed on page 25. Workforce Development Board Meeting Minutes Page 3 of 8

5 The Adult column showed that $369,9.7 has been vouchered out this program year. The Dislocated Worker column showed that $53, has been vouchered out this program year. Total obligations for the program year is $422, iii.) PY 7 Adult/DW Modification 3 Mr. Trent Acker stated that there was a recision in funding that was reversed, meaning that approximately $4, was reinstated to Adult/DW, which is where the funds will be from. Mr. Kal Kunkel stated there was $4,39 available that could be utilized primarily for training. A decrease of staff salaries, fringe, and operating costs and an increase of training costs, support services, and indirect and general liability. The modification would bring the total budget to $893, 848. BOARD ACTION TAKEN: Ed Parris made a motion to approve the PY 7 Adult/DW Modification 3 as presented, second by Edgar Brown. The motion carried with a unanimous voice vote. iv.) PY 8 Proposed Adult/DW/Operator Budgets Mr. Kunkel referred to page 26, which shows the PY 8 proposed Adult/DW budgets, to begin at $74, as a baseline budget. Page 29 shows an outline of Client Flow Projections, which includes total served, new enrollments and active follow up. The projected number of clients to be served is 57. BOARD ACTION TAKEN: The Finance Committee made a motion to approve the PY 8 proposed Adult/DW budgets as presented, second by Kristi King-Brock. The motion carried with a unanimous voice vote. Mr. Kunkel referred to page 33, which shows the proposed Operator budget. The budget has not changed since PY 7, totaling $85,. Most costs associated with this budget are staff and operating costs of oversight of the OneStop System. BOARD ACTION TAKEN: The Finance Committee made a motion to approve the PY 8 proposed Operator budget as presented, second by Danny Brothers. The motion carried with a unanimous voice vote. v.) PY 7 Rapid Response Mr. Kunkel referred to page 39, which shows the funding grant award for the Rapid Response Dislocated Workers grant. This grant will allow Eckerd to hire an additional career coach to assist with Rapid Response events in non-traditional transition services. The total award amount is $8,87. Workforce Development Board Meeting Minutes Page 4 of 8

6 vi.) vii.) PY 8 Rapid Response Eckerd is in the process of composing a proposal for Rapid Response funding, which must used on Dislocated Workers. The proposal will request a specific amount, and the additional equivalent amount in funding can be transferred to the Adult program. This will serve as a way to help mitigate loss in funding year-over-year. PY 7 Youth Ms. Karen Craven referred to page 45 to report the following information on the Youth budget: Through April 28, the budget is 79.3% expended as a whole. Through April 3, 28, Eckerd has provided 84% of the 5,76 total budgeted training hours. viii.) PY 8 Youth Proposed Budget Mr. Kunkel referred to page 46, to show the PYC Budget Comparison Chart. The chart shows a comparison of PY 7 Budget Mod #2 with the PY 8 Budget B. The total approved Youth PY 8 budget B is $6,. Mr. Acker stated that additional funding may be available in the coming months. The PY 8 Youth Budget B comes as a recommendation from the Finance Committee. BOARD ACTION TAKEN: Ed Parris made a motion to approve the PY 8 proposed Youth budget B as presented, second by Danny Brothers. The motion carried with a unanimous voice vote. b. In-House Budget i.) PY 7 In-house Budget Mr. Acker referred to page 54 in the packet for the In-House budget through April 28 to note the following: The Unemployment Compensation line item funds that were set aside will not be expended. There were unanticipated repair expenses for the WorkLink car. Mr. Acker anticipates being able to cover any overages within the in-house budget if needed. A couple of items, such as training, membership, professional fees, etc., are % expended, but all of those things come when the subscription is due or memberships are due, so there are no concerns with those related to the budget. Page 55 showed the Obligation Report and Fund Utlization rate through April 28 reporting. The Fund Utilization rate goal overall is 66%, and the Adult, DW, and Youth programs are on target. Mr. Acker stated he foresees no issues with meeting the 7% goal Workforce Development Board Meeting Minutes Page 5 of 8

7 by June. The Obligation rate has a June goal of 8% across each fund stream. The percentages are currently 67% for Adult, 67% for DW, and 77% for Youth. ii.) PY 8 Proposed In-house Budget Mr. Acker stated that the PY 7 budget listed on page 54, was proposed to the Finance Committee, to be used as a guideline in the interim as the PY 8 In-house budget is being finalized. A final PY 8 In-house budget would be presented to the Executive Committee between July-August. This comes as a recommendation from the Finance Committee. BOARD ACTION TAKEN: Kristi King-Brock made a motion to approve the PY 8 proposed In-house Budget as as presented, second by Edgar Brown. The motion carried with a unanimous voice vote. VI. Ongoing Grants i.) Incumbent Worker Training Grants ii.) 6IWT-2: Almost $266, was awarded. The total amount spent was $29, Employers were unable to expend all funds for a variety of reasons, including rescheduled trainings and HR changes. Rapid Response IWT: There are 3 current Rapid Response IWT contracts with Siemag, Patriot Automation and Ideal Steel. Imperial Die Casting IWT contract is final. SCMEP conducts a Competitive Analysis on each company and determines a need for certifications and trainings to prevent layoffs. 7IWT: $5, has been awarded to 4 companies. Companies awarded are Allegro Industries, Mergon, Nutra, and Proper Polymers. Expenditures are beginning to be submitted. OJT Mr. Acker referred to page 58 for the OJT Contract summary. There are 2 contracts with Belton Metal and J. Davis Construction. Belton Metal s contract has been succesfully completed. WorkLink will continue to reach out to employers for OJT. iii.) Transportation Demo Grant The Transportation Grant Summary was listed on page 59 in the packet, which shows invoices received and ridership numbers. The priority of ridership is training, education, and employment. Electric City Transit is tracking ridership numbers. The current ridership is at 44% of the 6% goal. C.) Youth Committee Ms. Kristi King-Brock referred to page 6, which showed the 25 Youth Strategic Plan Goal # Revised Action Plan. Pages 6-65 show the existing AOP Community Resources flyers that were Workforce Development Board Meeting Minutes Page 6 of 8

8 developed by Ms. Jennifer Kelly. These Community Resources flyers would replace the roadmap resources that were planned on being utilized in the Youth Committee Strategic Plan. Mr. Acker recognized that the Community Resources flyers were recognized by the State Workforce Board as a best practice, and other areas are using these as a template. BOARD ACTION TAKEN: The Youth Committee made a motion to approve the existing Community Resources flyer in place of developing a roadmap matrix, second by Stephanie Collins. The motion carried with a unanimous voice vote. Ms. Kristi King-Brock referred to pages 67-72, which showed the Revised Draft WorkLink Supportive and Incentive Policy. The modification reflects the verbiage that Youth can receive incentives during the follow-up stage. BOARD ACTION TAKEN: The Youth Committee made a motion to approve the modification to the WorkLink Supportive and Incentive Policy as presented, second by Danny Brothers. The motion carried with a unanimous voice vote. Ms. Kristi King-Brock referred the Board to page 74, and stated the Board goal for PYC is 56. She congratulated PYC for enrolling a total of 59 participants for the year to date, including 23 new enrollments and 36 from carryover. The next scheduled Youth Committee meeting is August 7, 28. D.) OneStop Operations Committee Mr. Ed Parris stated that the OneStop Operations Committee met on May 23, 28 and reviewed the Employer Services, SC Works Center, and WIOA Program Usage reports. All reports were for July 27-April 28. Mr. Parris announced that the Committee reviewed Eckerd Workforce Development Services proposed budgets for PY 8 for the Adult/DW Operator and Adult/DW Program. The budgets were approved and moved to Finance for consideration. Mr. Parris stated that 3 applications have been received for the Eligible Training Provider List. Pages shows a detailed description of the programs. Career Step: Denied based on adequate training available in the WorkLink region. Horry Georgetown Technical College: Denied based on adequate training available in the WorkLink region. Pee Dee Regional EMS: Denied based on adequate training available in the WorkLink region. Workforce Development Board Meeting Minutes Page 7 of 8

9 Mr. Parris stated that the intial information from DEW on the WorkKeys to WIN realm transition was reviewed. The Business Services Integration team and quarterly Partner meeting was held on May 25, 28 and featured Legal Aid Services. The next OneStop Operations Committee meeting will take place August 22, 28. E.) Priority Populations Committee Ms. Lisa Gillespie referred the committee to page 85. The committee met on May 7, 28 to hear from Susan Ingles with SC Legal Services. Ms. Gillespie stated that the unemployment rate for individuals with disabilities is 2.9%. Mr. Edgar Brown announced that on June 7 th, 28 there will be a job fair for Electricians at the Crowne Plaza in Greenville. The next Priority Populations meeting is planned for August 9, 28 with SC Legal Services as the speaker. VII. Adjourn With no other business, Chair Wallace adjourned the meeting at 2:8 pm. Respectfully submitted by: Meredith Durham Workforce Development Board Meeting Minutes Page 8 of 8

10 WORKLINK UPDATE PY 27 September 7, 28 This update includes five sections: Fund Utilization/Finance, Performance, Participation, Training, and Grants. Unless otherwise noted, the information contained in this report is through the Program Year ending June 3, 28, and has been created to provide operational information. Any questions or comments that arise from the information contained herein may be directed to your Workforce Support Coordinator or Fund Utilization/Finance Fund Utilization Rate (FUR): Below are WIOA fund utilization rates for Program Years (PY) 26 and 27. The FUR includes program and administrative funds carried into the PY and money allocated in the current program year. US Department of Labor and the State Workforce Development Board (SWDB) have an expectation that for each fund stream, 7% of available WIOA funds will be expended in the program year. 9% WorkLink Fund Utilization Rate PY'6 PY'7 8% 7% 6% 5% 72% 7% 72% 6% 82% 78% 4% 3% 2% % % Adult Dislocated Worker Youth The WorkLink LWDA met the 7% expenditure rate for both the Adult and Youth funding streams, but was below the requirement for the Dislocated Worker funding stream. As stated in state instruction 2-6 Should an LWIA fail to meet the 7 percent expenditure rate in any fund stream, a written explanation must be submitted detailing the reasons and outlining corrective measures that will ensure future compliance with the policy. SCDEW Workforce Support Team 9

11 WORKLINK UPDATE PY 27 September 7, 28 Obligation Rate: The obligation rate is based on allocated program funds received in the current PY and does not include any carry-in funds. As outlined in State Instruction Letter -5, WIA Obligation and Expenditure Requirements, at least 8% of the program portion of the current year s allocation must be obligated by the end of the program year. Local areas that do not meet the 8% obligation rate in each fund stream by June 3 th will have funds recaptured to be reallocated to LWDAs that met the expected rate. The WorkLink LWDA met the 8% obligation rate for Program Year 27. WorkLink Obligation Rate PY'6 PY'7 % 9% 97% 92% 9% 93% % 8% 84% 7% 6% 5% 4% 3% 2% % % Adult Dislocated Worker Youth SCDEW Workforce Support Team 2

12 WORKLINK UPDATE PY 27 September 7, 28 Participant Cost Rate: As outlined in State Instruction Letter 7-4, Change, Participant Cost Rate Policy, each local workforce development board shall ensure that WIOA Adult and Dislocated Worker expenditures, including Rapid Response for additional assistance funds, meet a minimum participant cost rate of 3 percent. The participant cost rate is evaluated annually and is based on program expenditures of both carry-in and new funds. Although the Participant Cost Rate Policy was not in effect for PY 7, the participant cost rate is provided to show where the local area landed with the prior year spending structure. WorkLink s participant cost rate for PY 7 was 37.53%. Youth Program Spending Requirements: WIOA Section 29(a)(4) expects that not less than 75% of the program funds (over the life of the funds) allotted to local areas shall be used to provide youth workforce activities for out-of-school youth. The Worklink LWDA is currently meeting expectations for PY 7 funds with % of Youth program funds expended on this population. Similarly, WIOA Section 29(c)(4) states that not less than 2% of the program funds allocated to the local area shall be used to provide in-school and out-of-school youth with work based learning (WBL) opportunities over the life of the funds. With PY 7 funds, the LWDA is currently exceeding this requirement with 22.4% used for WBL. Performance Performance Measures: The assessment below reflects performance for the six measures across programs and indicators. Please note that a Local Workforce Development Area (LWDA) must meet performance in all three ways identified below: Having an Overall Program Score (across all negotiated indicators) of at least 9% for the Adult, DW and Youth programs. Having an Overall Indicator Score (across Adult, DW and Youth programs) of at least 9% for each one of the negotiated indicators. Having an individual indicator percentage of at least 5%. Please keep in mind that the individual indicator percentage affects both the Overall Program Score and the Overall Indicator Score. A local area could pass an individual indicator with 5% but fail both the Overall Program Score and the Overall Indicator Score. It is suggested that local areas strive for greater than 9% of their negotiated goal per individual indicator. SCDEW Workforce Support Team 3

13 The information presented is for the Rolling Four for 4 th Quarter. WORKLINK UPDATE PY 27 September 7, 28 Indicator/Program Title I Adults Goal Title I Adults Actual Title I Adults % of Goal Title I Dislocated Workers Goal Title I Dislocated Workers Actual Title I Dislocated Workers % of Goal Title I Youth Goal Title I Youth Actual Title I Youth % of Goal Overall Indicator Score Employment 2nd Quarter After Exit Employment 4th Quarter After Exit * Median Earnings 2nd Quarter After Exit Credential Attainment Rate * 73.% 85.2% 6.6% 77.% 83.3% 8.2% 75.% 75.% 99.9% 8.2% 7.8% 84.9% 9.9% 75.%.% 33.3% 67.6% 83.3% 23.2% 25.5% $4,236 $6, % $5,9 $7,68 9.8% BASELINE $3,4 N/A 32.5% 5.% 6.% 7.6% 54.4% 66.7% 22.6% 68.% 75.9%.5% 7.2% Measurable Skill Gains BASELINE 46.% N/A BASELINE 38.5% N/A BASELINE 7.7% N/A Effectiveness in Serving Employers BASELINE BASELINE N/A BASELINE BASELINE N/A BASELINE BASELINE N/A Overall Program Score 24.8% Overall Program Score 2.% Overall Program Score.5% Color Coding Exceeds Goal Actual Performance is greater than.% of the goal Meets Goal Actual Performance is between 9.% and.% of the goal Did Not Meet Goal Actual Performance is under 9.% of the goal * These indicators will not have 4 full quarters of data reported until the period ending 2/3/28 The WorkLink LWDA met performance in all three ways identified above. SCDEW Workforce Support Team 4 2

14 WORKLINK UPDATE PY 27 September 7, 28 Participation Participation numbers include carryover and new enrollments. WorkLink Participation Levels PY'4 PY'5 PY'6 PY' Adult DW Youth 6 Youth Five Percent Low-Income Exception: WIOA Section 29(a)(3)(A) maintains a 5 percent low-income eligibility exception where 5 percent of local area participants who ordinarily would need to be low-income do not need to meet the low-income provision. The 5 percent low-income exception is calculated based on the 5 percent of youth newly enrolled* in a given program year who would ordinarily be required to meet the low-income criteria. The Worklink LWDA enrolled 4 youth in PY 7, none of whom were required to meet the low-income provision; thus, not participating in the numerator or denominator of the measure. Youth Five Percent In-School Youth Limitation: WIOA Section 29(a)(3)(B) states that in each local area, not more than 5 percent of the in-school youth (ISY) assisted may be eligible based on paragraph ()(C)(iv)(VII), which refers to the barrier for an ISY who requires additional assistance to complete an educational program or to secure or hold employment. Local areas must ensure that no more than 5 percent of newly enrolled* ISY in the program year are eligible based on the additional assistance criterion. In PY 7, the LWDA did not enroll any in-school youth; thus, not participating in the denominator or numerator of the measure. SCDEW Workforce Support Team 5 3

15 WORKLINK UPDATE PY 27 September 7, 28 The Worklink LWDA is in compliance with both the Exception and Limitation restrictions for Program Year 27. *For a youth to be newly enrolled, all of the following must have occurred: an eligibility determination, the provision of an objective assessment, development of an individual service strategy, and participation in the WIOA youth program elements. The exception and limitation measures will be reported to the local areas quarterly utilizing data from the SC Works Online Services Ad Hoc reports. WIA/WIOA Allocations and Unemployment Rates By Year Adult $84,228 $664,48 $88,956 $796,34 Dislocated Worker $722,796 $52,569 $589,89 $675,767 Youth $877,553 $74,295 $877,62 $86,75 LWDA Unemployment Rate 6.% 5.6% 4.7% 3.6%* State Unemployment Rate 6.4% 6.% 4.8% 3.6%* * Through June, 28, not seasonally adjusted Training Training rates are obtained from the SC Works Online Services Ad Hoc reports. Adult LWDA PY 7 Formula Participants (UNDUPLICATED) Training Regardless of WIOA Funded Training Fund Source Total Served Received Received Received Received Training Training Training Training % % WorkLink % % State Totals 5,66 2,48 4.6% 2, % Dislocated Worker WorkLink % 2 5.2% State Totals, % 52 4.% Youth WorkLink % % State Totals 2, % % SCDEW Workforce Support Team 6 4

16 WORKLINK UPDATE PY 27 September 7, 28 Grants PY 7 active grants are listed below: Grant Number 6IWT-2 6TDG 7IWT Description Grant Start Date Grant End Date Award Amount Amount Expended as of 6/3/28 Unexpended Balance Incumbent Worker Training Funds 3/2/27 4/3/28 $265,83 $2, $54,34.65 Transportation Demo Grant 6/3/27 2/3/28 $, $5,49 $48,5 Incumbent Worker Training Funds /2/27 /3/28 $65, $2,59 $62,49 7RRIWT4 RRIWT-Siemag Inc. //27 7/3/28 $4,54 $32,337 $8,23 7RRIWT RRIWT-Ideal Steel //28 8/3/28 $64,24 $47,926 $6,34 7RRIWT4 RRIWT-Patriot Automation 3//28 2/3/28 $53,84 $ $53,84 7RRA Rapid Response for Additional Assistance 5/4/28 7/4/29 $8,87 $ $8,87 SCDEW Workforce Support Team 7 5

17 Appalachian COG Financial and Programmatic Monitoring Review PY 27 WIOA Programs South Carolina Department of Employment and Workforce 6

18 ACOG Financial and Programmatic Monitoring Report INDEX Executive Summary... 2 Financial Monitoring Review... 3 Current Year Issue WIOA personnel cost were allocated based on budgeted estimates not clear... 3 Follow-Up of Prior Year Recommendation... 5 Programmatic Monitoring Review... 6 Current Year Issues Allowable activities were not properly recorded and/or paid to participants Employers receiving services without being verified in SCWOS Noncompliance with required documentation of employer services in SCWOS Individual Employment Plans not detailed... Opportunity for Improvement.... Low participation in On-the-Job Training (OJT)... 2 Follow-Up of Prior Year Recommendations... 4 Date(s) of visit: April 25, 28 through April 27, 28 P age 7

19 Executive Summary Purpose & Scope South Carolina Department of Employment and Workforce (SCDEW) staff performed a financial and programmatic monitoring engagement of the grant recipient, ACOG, on April 25, 28 through April 27, 28 in accordance with the Workforce Innovation and Opportunity Act (WIOA), Section 83, Monitoring. SCDEW Staff Conducting the Review Jake Sherbert, WIOA Audit Manager Sheila Blandon, WIOA Auditor Kenneth Williams, WIOA Auditor ACOG Staff Representing the Recipient Steve Pelissier, ACOG Executive Director Trent Acker, Workforce Services Executive Director Jennifer Kelly, Program Director Sharon Crite, Youth Services Manager Windy Graham, WIOA Performance and Reporting Specialist Don Zimmer, ACOG Finance Director Financial Monitoring Current Year Issue: WIOA personnel cost were allocated based on budgeted estimates Current Year Observation: None noted Programmatic Monitoring Current Year Issues: Allowable activities were not properly recorded and/or paid to participants Employers receiving services without being verified in SCWOS Noncompliance with required documentation of employer services in SCWOS Individual Employment Plans not detailed Current Year Observation: Low participation in On-the-Job Training (OJT) Date(s) of visit: April 25, 28 through April 27, 28 2 P age 8

20 Financial Monitoring Review WIOA Programs Purpose & Scope The purpose of Workforce Innovation and Opportunity Act (WIOA) financial monitoring is to determine if ACOG is using WIOA funds in compliance with applicable laws and regulations, and to determine if ACOG has a sound financial system in place to carry out the WIOA activities. The scope of the monitoring included reviewing and analyzing ACOG s financial records for the period of October, 26 through September 3, 27. Review Areas SCDEW performed its financial monitoring through reviews and analyses before, during, and after the on-site visit for the following areas: Governance and oversight management Financial system with fiscal controls and accounting procedures Supporting documentation for selected expenditures Contracts and records Payroll and payroll records Property control records Subrecipients financial monitoring Partner Agreements MOU/IFA Indirect cost rate and indirect cost allocation Credit card transactions ETA Salary Cap Review Current Year Issue. WIOA personnel cost were allocated based on budgeted estimates not clear During our current on-site monitoring, we noted that Appalachian COG allocated personnel costs based on budgeted estimates. Appalachian COG staff actual work hours are expected to match budgeted work hours. The expectation is that staff would actually work the budgeted hours assigned. Per our review, the timesheets reflected budgeted patterns with no indications of adjustments made for actual workloads outside of leave taken. Allocation of personnel costs should be based on actual time worked on a program and not pre-determined budget estimates. This allocation methodology has the potential to distort the final results because it is not based on actual effort or actual expenditures. If Date(s) of visit: April 25, 28 through April 27, 28 3 P age 9

21 budgets are utilized, there must be an adjustment to ensure that the final amount charged to the Federal award is accurate, allowable, and properly allocated. 2 CFR 2.43 (i)()(viii) states, Budget estimates (i.e., estimates determined before the services are performed) alone do not qualify as support for charges to Federal awards, but may be used for interim accounting purposes, provided that: (A) The system for establishing the estimates produces reasonable approximations of the activity actually performed; (B) Significant changes in the corresponding work activity (as defined by the non- Federal entity's written policies) are identified and entered into the records in a timely manner. Short term (such as one or two months) fluctuation between workload categories need not be considered as long as the distribution of salaries and wages is reasonable over the longer term; and (C) The non-federal entity's system of internal controls includes processes to review after-the-fact interim charges made to a Federal awards based on budget estimates. All necessary adjustment must be made such that the final amount charged to the Federal award is accurate, allowable, and properly allocated. Required Action: We require that ACOG develop and utilize an acceptable allocation methodology to allocate personnel costs which reflects the actual activity benefiting from the work completed instead of budget estimates. If budget estimates are utilized, ACOG must make the necessary adjustments to ensure amounts charged to WIOA are allocable. ACOG must provide a CAP that will outline steps taken to ensure applicable costs are allocated based on actual time benefiting the final cost objective. ACOG/WorkLink Response: Moving forward, WorkLink staff will allocate time, as represented on the time card, to reflect actual hours of activity related to each project code. A complicating factor, however, is that many activities benefit multiple WIOA programs. This is especially true for the director, office manager, and performance and reporting specialist. For these positions, a majority of the staff time is related to tasks affecting multiple programs. For those activities that relate to multiple fund codes, the WorkLink director will determine the proportionate benefit of activities to each program and direct that staff time be allocated accordingly. In completing time cards, for each project code, WorkLink staff will use a modifier code. A modifier code of will indicate that the time represented was related to a specific fund code. A modifier of 2 will indicate that the time is pro-rated among benefitting programs. This procedure will be implemented for the pay period beginning September 2, 28. Date(s) of visit: April 25, 28 through April 27, 28 4 P age 2

22 Follow-Up of Prior Year Recommendation During the current year on-site monitoring visit to ACOG, monitors verified and re-evaluated the recommendation that was addressed in the prior year WIOA financial monitoring report. The current status and follow up of the prior year monitoring recommendation is summarized below. Follow Up To 26 CAP 27 Monitoring Number Prior Year Recommendation Implementation Status Recommendations noted in current testing Observation High Other Staff and Operating Costs for Adult funds Completed No exception noted Date(s) of visit: April 25, 28 through April 27, 28 5 P age 2

23 Programmatic Monitoring Review WIOA Programs Scope & Review Areas The programmatic monitoring of PY 7 WIOA activities was accomplished through documentation review, observation of operation, data testing, and interviews with WIOA staff. WIOA monitors traveled to the Seneca, Clemson, Anderson SC Works Centers and applicable service providers. ACOG and sub-recipient staff were interviewed during the course of the monitoring visit. The scope of the review included the following areas: Governance SC Works Delivery System SC Works Online Services (SCWOS) Adult, Dislocated Worker, and Youth Program Activities Service Provider Review Participant File Management Current Year Issues. Allowable activities were not properly recorded and/or paid to participants We discovered that two Youth participants, State identification numbers: and , obtained TABE math skills gains in March 28; however, as of 4/25/8, incentives were not paid to the participants and no incentive activity codes were recorded in SCWOS. Also, we noted that a Youth participant, state identification number , obtained a silver WorkKeys certificate on 9/27/7. As of 4/27/8, the incentive was not paid to the participant and no incentive activity code was recorded in SCWOS. ACOG s subrecipient s incentive policy includes a payable incentive of $25. for Program Skills Gain in Reading and/or Math. Additionally, ACOG s subrecipient s incentive policy outlines a payable incentive of $5. for earning a Silver WorkKeys Certificate. 2 CFR states that incentive payments to youth participants are permitted for recognition and achievement directly tied to training activities and work experiences. The local program must have written policies and procedures in place governing the award of incentives and must ensure that such incentive payments are: (a) Tied to the goals of the specific program; (b) Outlined in writing before the commencement of the program that may provide incentive payments; (c) Align with the local program's organizational policies; and (d) Are in accordance with the requirements contained in 2 CFR part 2. Date(s) of visit: April 25, 28 through April 27, 28 6 P age 22

24 2 CFR 2.43 (c) & (g) states that costs must meet the following general criteria, (c) Be consistent with policies and procedures that apply uniformly to both federallyfinanced and other activities of the non-federal entity. (g) Be adequately documented. Required Action: We require that ACOG ensure case management staff has an understanding of applicable policies and procedures related to incentive payments. Additionally, participant documentation should be filed as soon as possible after they are received to mitigate the chance of any lost or misplaced documents. ACOG must provide a CAP outlining steps taken to ensure that all participant activities are properly recorded into SCWOS and that staff understand and consistently apply applicable incentive payment policies. ACOG/WorkLink Response: In order to address any confusion or concerns regarding the Incentive Policy, WorkLink staff has recommended a policy change which no longer requires any additional action by the participant once the incentivized goal or task is completed. The recommendation has been approved by the Youth Committee and will come before the full board for consideration on 9/9/8. Once approved by the board, all relevant staff will receive a copy of the revised policy and if necessary, training related to how the revised policy should be implemented. Implementation of the new policy will be verified via local annual and periodic monitoring. For further information, the draft revised policy and a more comprehensive explanation of the CAP for this item have been attached. Also attached are the revised Youth Incentive Policy and the previously used and newly revised PYC Enrollment Commitment Form. 2. Employers receiving services without being verified in SCWOS We discovered that a number of employers received WIOA services without being registered and approved into SCWOS as required by State Instruction 7-. We reviewed a sample of employers that received a business-related WIOA service such as On-the-Job training (OJT) and/or Incumbent Worker Training (IWT) in the ACOG region. Below is a list of noted exceptions: ID Number Account Status 229 Pending Verification 2635 Pending Verification Pending Verification Date(s) of visit: April 25, 28 through April 27, 28 7 P age 23

25 State Instruction Number 7- states that The Department of Employment and Workforce (DEW), and other partners of the SC Works system, have an obligation to the job seekers who use the system to ensure that promoted employment opportunities represent legitimate job openings. The employer validation process is one of the safeguards that helps assure the integrity of the system. SC Works is also responsible for tracking Employer Services Metrics, as required by the Workforce Innovation and Opportunity Act (WIOA) and the State Workforce Development Board (SWDB). Employers who wish to receive any services, including but not limited to, Wagner-Peyser (WP) services, WIOA services, job profiling, participation in job fairs and other hiring events, and other business services provided through the SC Works system, must be registered and approved in SCWOS. Failure to do so could expose customers to fraudulent data and result in liability for SC Works system partners. Allowing businesses to participate in and receive SC Works services without being fully registered in SCWOS also prevents reporting tools from accurately reflecting staff efforts in serving the business community. This is significant given the new Effectiveness in Serving Employers performance measures. Noncompliance with this policy may be cause for corrective action, up to and including revocation of SCWOS privileges. Required Action: We require that ACOG ensure all staff has an adequate understanding of State Instructions related to required employer registration in SCWOS. Additionally, we require that ACOG adhere to State Instruction 7- to ensure applicable employers are registered in SCWOS prior to receiving applicable services from the SC Works system. ACOG must provide a CAP outlining steps taken to ensure staff understand and consistently apply policies and procedures developed by the State. ACOG/WorkLink Response: After discussion with staff, it was discovered that confusion regarding the status and verification contributed to these errors. In order to ensure compliance with the requirement that employers receiving business services be registered in SCWOS, we have taken the steps outlined below: All relevant staff was asked to review State Instruction 7- (now 7- Change ) and additional training/technical assistance was offered when needed. As an additional step, staff requesting to provide OJT, IWT or related services must provide verification of an employer s registration status to the Executive Director or Assistant Director before any contracts shall be executed. The execution of this process shall be verified via local annual and periodic monitoring. Date(s) of visit: April 25, 28 through April 27, 28 8 P age 24

26 3. Noncompliance with required documentation of employer services in SCWOS We discovered several employers that received a business-related WIOA service such as OJT and/or IWT in the ACOG region; however, the employer services were not properly documented in SCWOS as required by State Instruction -3. Below is a list of noted exceptions: E3 OJT Agreement Service Code entered ID Number into SCWOS? 2778 No 54 No E4 State or Local IWT Service Code entered ID Number into SCWOS? 229 No No State Instruction Number -3 states that The Virtual OneStop System (VOS) is the state database that documents all services provided to Job Seekers through the Workforce Investment Act, the Trade Adjustment Assistance Program, and the Wagner- Peyser Program. VOS also has the ability to document and report Employer Services from the various reemployment programs. However, only employer services under the Wagner-Peyser Program are consistently recorded in VOS. Employer service codes exist for all workforce services, including Incumbent Worker Training (IWT), On-the-Job Training (OJT), WorkKeys Profiling, and Rapid Response services. The codes and definitions can be found in VOS under Staff Online Resources. In order to ensure consistency in documenting services statewide, and provide local workforce areas with the ability to measure their performance in delivering services to employers, effective immediately, all services provided to employers are to be recorded in VOS. In addition to recording the appropriate activity code for the service delivered, when applicable, a Service Delivery Plan should be recorded in VOS, with case notes that clarify the service provided, the next step(s), and the outcome(s) of the service. Required Action: We require that ACOG ensure all staff has an adequate understanding of State Instructions related to required documentation of employer services in SCWOS. Additionally, we require that ACOG adhere to State Instruction -3 to ensure that all employer services are properly recorded in SCWOS. ACOG must provide a CAP outlining steps taken to ensure staff understand and consistently apply policies and procedures developed by the State. Date(s) of visit: April 25, 28 through April 27, 28 9 P age 25

27 ACOG/WorkLink Response: After being notified of the above mentioned concerns, WorkLink staff took immediate action to remedy the errors. While staff was able to make the necessary corrections and data entries before the conclusion of the onsite monitoring visit, we also recognized the need for additional training and clarification for staff. To that end, relevant staff has been asked to review State Instruction Number -3 and specific duties, as it relates to entering employer service codes in SCWOS, have been assigned as follows: The Business Services Liaison shall be responsible for entering all employer related activity codes for On-the-Job Training in a timely manner and in compliance with State Instruction -3. The WIOA Performance and Reporting Specialist shall enter all employer related activity codes for Incumbent Worker Training in a timely manner and in compliance with State Instruction -3. The execution of these responsibilities will be reviewed periodically and also as a function of local monitoring. 4. Individual Employment Plans not detailed We noted that Individual Service Strategies (ISSs) included descriptions such as, work experience, WorkKeys, and supportive services that were repeated verbatim as the generic objectives for four Youth participants, state identification numbers: 33233, 33392, , and Additionally, there was an ISS with the description Complete Welding Certification that was repeated verbatim as the goal and objective for one Youth participant, state identification number Individual Employment Plans (IEPs)/ISSs are designed to provide each participant with a plan for successfully using the WIOA program to help attain self-sufficient employment. A fully completed IEP/ISS will give the participant steps to take and goals to achieve along the way. Utilizing SCWOS to detail the steps involved in a participant s IEP/ISS and then giving a printed copy to the participant as a guide to follow will assist the individual in reaching the agreed upon goals. IEP/ISS goals should be specific, measurable, attainable, relevant, and time driven. Date(s) of visit: April 25, 28 through April 27, 28 P age 26

28 2 CFR 68.7 states that The individual employment plan (IEP) is an individualized career service, under WIOA sec. 34(c)(2)(A)(xii)(II), that is developed jointly by the participant and career planner when determined appropriate by the one-stop center or one-stop partner. The plan is an ongoing strategy to identify employment goals, achievement objectives, and an appropriate combination of services for the participant to achieve the employment goals. WIOA sec. 34(c)(2)(A)(xii)(II) discusses career services for participants that consist of development of an individual employment plan, to identify the employment goals, appropriate achievement objectives, and appropriate combination of services for the participant to achieve the employment goals, including providing information on eligible providers of training services pursuant to paragraph (3)(F)(ii), and career pathways to attain career objectives. Required Action: We require that ACOG staff provide clear guidance to case managers on how to create detailed Individual Service Strategies for Youth participants. ACOG must provide a CAP outlining steps taken to ensure front line personnel understand how to create detailed IEPs for Adults and Dislocated Workers, and Individual Service Strategies for Youth participants. ACOG/WorkLink Response: In response to the above noted concerns found in Youth participant Individual Service Strategies (ISSs), WorkLink has created the attached corrective action plan. The CAP also includes an example of the monitoring tool that will be used to ensure compliance with the relevant State Instructions and other guidelines. The CAP and monitoring tool will be used in conjunction with other technical assistance to ensure that contractor staff is aware of standards and trained on proper implementation. Compliance by contractor staff shall be tracked via periodic and annual monitoring. In addition, we request any additional information that can be provided by Department of Employment and Workforce staff related to tools, examples and training for ISSs and IEPs. Opportunity for Improvement The following observation is not an issue, but rather an opportunity for improvement. Therefore, we recommend ACOG review this comment for future improvement. Date(s) of visit: April 25, 28 through April 27, 28 P age 27

29 . Low participation in On-the-Job Training (OJT) As of June 3, 28, ACOG had entered into two (2) OJT agreements for PY 7. As of June 3, 28, the state average number of OJTs per LWDA in PY 7 is roughly 5 OJTs. OJT is mutually beneficial for employers and participants. It offsets the high costs of training a new employee and the associated loss of productivity for a business. In addition, participants gain valuable skills while earning wages, likely resulting in fulltime, self-sustaining employment. The lack of OJT participation in the area limits participant choice and impacts service delivery. Recommendation: We recommend that case managers and business services staff work together in all ACOG SC Works Centers to promote OJT opportunities to better assist businesses and participants. Well executed OJT agreements can positively affect entered employment, employment retention, and average earnings performance measures. There are helpful resources to aid in planning and implementing an effective OJT program. We encourage ACOG to provide business services staff with training modules, template documents, and effective marketing strategies that can be found at ACOG must provide a CAP outlining steps taken to ensure OJT is utilized in an efficient and effective manner. ACOG/WorkLink Response: While we agree that OJT contract performance for Program Year 27 was lower than expected, it is not clear that utilizing the state average for OJT contracts is a reasonable measure on which to compare one local area to another. Factors including board priorities and funding levels, for example, may result in a variety of outcomes in each local area. In the WorkLink region, IWT has been highly favored by employers over the OJT model. In terms of improving overall performance with OJT in Program Year 28, WorkLink has taken the steps outlined below: Enhance partnerships with partner agencies/programs, employers and training providers in an attempt to enlarge the pool of potential OJT candidates. For example, a recent partnership with Tri-County Technical College and Michelin North America yielded 3 OJT contracts for participants that are now co-enrolled in the Michelin Manufacturing Scholars program and the WIOA Adult program. Increase outreach, including one-on-one meetings and larger events. WorkLink staff is represented at a number of employer focused events including local chamber of commerce meetings, SHRM events and economic development meetings. In fact, Date(s) of visit: April 25, 28 through April 27, 28 2 P age 28

30 WorkLink staff is scheduled to present information regarding OJT and IWT at an upcoming industry event hosted by the Economic Development Alliance of Pickens County. WorkLink staff is also committed to ensuring adequate training and resources are available to career coaches. This item will be reviewed periodically as a function of the business liaison s job duties and also as part of local programmatic monitoring. As of 8/3/28, WorkLink has executed 5 OJT contracts in Program Year 28. Date(s) of visit: April 25, 28 through April 27, 28 3 P age 29

31 Follow-Up of Prior Year Recommendations During the current year on-site monitoring visit to ACOG, monitors verified and re-evaluated the recommendations that were addressed in the prior year WIOA programmatic monitoring report. The current status and follow up of the prior year monitoring recommendations are summarized below. Follow Up To 26 CAP 27 Monitoring Number Prior Year Recommendations Implementation Status Recommendations noted in current testing 2 Observation - Low participation rates in all customer groups Observation - Low participation in OJT Completed On-going No exceptions were noted. See Programmatic Opportunity for Improvement #. Date(s) of visit: April 25, 28 through April 27, 28 4 P age 3

32 PY 7 SCDEW MONITORING RESPONSE CORRECTIVE ACTION PLAN (CAP) YOUTH PROGRAM - INCENTIVES The WorkLink youth program includes an incentive based structure called Skill Invoice. Skill Invoice will be discussed with youth participants up front and is designed around the benchmarks of their ISS. The youth participant will have an opportunity to EARN an incentive by the attainment of goals they have established with their career coach when designing their ISS. WIOA permits incentive payments to youth participants in WIOA programs who are receiving training or follow up services. The incentives payments to the youth participant are permitted for recognition and achievement, and are directly tied to goals for the youth participant including training activities and work experience. Final Reg. 2 CRF (Youth Program Incentives) and meets 2 CFR PART 2. Distribution of Earned Incentive(s). The youth provider track incentives in a voucher system and pay participant incentive(s) earned in the form of a check. 2. The career coach has a signature log which participants sign upon receipt of their incentive(s) earned (in the form of a check). 3. The career coach enters the incentive activity code (which coincides with appropriate youth activity completed) into SCWOS to reflect date incentive is received by the participant which should match/align with the signature log in the case file. Note: WorkLink will continue to monitor during Local Annual Monitoring, youth participant incentive(s) paid with appropriate documentation filed, signature(s) captured, and appropriate entry and of youth activity code In SCWOS. Youth Provider Program Internal Monitoring. Program Manager and/or Lead Career Coach will continue to monitor payment of incentives earned by youth participants. 2. The monitoring of incentive payment(s) includes: review of appropriate SCWOS youth activity code entry, documentation filed of incentive payment(s) received by participant and signed signature log in case file, and inquiry with career coach as needed. 3. A quarterly monitoring report is due to WorkLink per dates specified in the PY 8 Youth Statement of Work. WorkLink Local WIOA Incentive Guidance/ Reference WIOA Instruction Letter PY 8-2 Youth Local Supportive Services Policy and Incentive Payment Guidelines Youth). Final Reg. 2 CRF (Youth Program Incentives) Note: Prior language/verbiage related to non-receipt of incentives and/or supportive services associated with the career smart class will be removed from local policy, upon the Youth Committee approval to reverse language/verbiage. The Youth Committee meeting will be held on Monday, August 3, 28, upon approval, a revision/update to WIOA Instruction Letter PY 8-2 Youth Local Supportive Services Policy and Incentive Payment Guidelines will follow. 3

33 WorkLink WIOA INSTRUCTION LETTER NO.: PY 8-2 Revised (replaces Instruction Letter -2) SUBJECT: Youth Local Supportive Service Policy and Incentive Payment Guidelines ISSUANCE EFFECTIVE EXPIRATION DATE: xxxx xx, 28 DATE: July, 28 Date: Indefinite PURPOSE: The purpose of this instruction is to establish guidelines for providing supportive services and incentive payments for WIOA participants in the local WorkLink Workforce Development Area. BACKGROUND: The goal of the Workforce Innovation and Opportunity Act is to provide individuals with the resources they need to gain and retain employment that pays self-sufficiency wages. The Act authorizes supportive services for individuals registered in WIOA programs who are receiving training or follow-up Services. WIOA permits incentive payments to youth participants registered in WIOA programs who are receiving training or follow up services. WIOA requires that supportive services be provided only to those unable to obtain services through other funding sources. Supportive services are provided as necessary to assist an individual in meeting their employment goals. Funding decisions should be made on a case-by-case basis, and the guidelines below are to assist staff in administering equitable and fair supportive services to participants. At assessment, youth participants are asked about their resources and support network. Participants who lack services, skills, or resources to get or keep a job are identified by the case manager and are provided community resource information that can be used to meet those needs. Referrals are made as appropriate to partner agencies and other community services. POLICY: WIOA is a payer of last resort, and so, only if a participant cannot obtain services by other means should WIOA provide supportive services. Case managers must document in case notes efforts to access non-wioa sources to justify providing supportive services through WIOA. It will be left to the discretion of the case manager that all non-wioa sources of funding have been exhausted. Also, WIOA participants must check with local agencies regarding emergency relief funds to address any onetime emergency costs. Incentive payments to youth participants are permitted for recognition and achievement, and are directly tied to goals of the youth participant including training activities, work experience, or follow up services. Budgetary Plan: When youth participants request supportive services, the case manager must assist the participant with a budgetary plan to ensure that the participant has the means to pay for 32

34 the services in the future. The budgetary plan also justifies the need to provide supportive services. This plan and the justification are kept in the participant s hard file and documented in a SCWOS case note. Supportive Service Log: A log is maintained by the case manager on each supportive service recipient. With this log, the case manager ensures that the maximum amount of services is not exceeded. As applicable, the participant file must also contain the referral to supportive services (see attachment), childcare vendor agreement, invoices, mileage calculation (MapQuest, Google, etc.) attendance sheets, and justification for paying the supportive services. Supportive Services Needs Determined at Assessment: Supportive services needs are determined upon enrollment into WIOA during assessment. Supportive services are limited to transportation and childcare expenses, emergency costs, and test fees. Supportive Service Payment Overview: All supportive service assistance payments issued on behalf of WIOA enrolled participants within the WorkLink Workforce Development Area will be issued on the basis of an established and documented need, identified as follows: a. Supportive Service assistance payments are limited to the amount necessary to satisfy the emergency and permit the WIOA enrolled participants to continue or complete the applicable WIOA activity. Payments cannot exceed $3, per program year without written approval of the Administrative Entity. b. A supportive service need that was identified during Assessment. c. A need that is identified due to an emergency occurring after the individual became a WIOA enrolled participant. Payments can only be made toward relief of situations continuing after the individual becomes a WIOA enrolled participant and cannot be made retroactive. d. With the exception of transportation reimbursement, all supportive service assistance payments will be issued directly to the vendor providing the needed assistance or service to the WIOA enrolled participants (i.e. childcare provider, automotive repair shop, gas or electric utility company, etc.). Under no circumstances will supportive services assistance payments be made directly to the WIOA enrolled participants. Who May Receive Supportive Services: Those who may receive supportive service assistance payments include those who meet the following criteria: a. Those who are actively participating in a WIOA activity for which he or she may not otherwise be able to continue or complete without supportive services assistance. There must be at least one open activity in SCWOS. Supportive Service Policy (Revised 8/29/28) Page 2 33

35 b. For participants in follow-up, there is no need for an open activity. In these cases, an entry in the case notes and supporting documentation in case file is required. c. Those who have established a supported or documented allowable need for assistance. d. Those who have presented documentation or evidence that all other reasonable means for getting non-wioa assistance/support have been exhausted. e. Those who are in need of employment related assistance during their normal 2- month follow-up period. f. Those who are not qualified for unemployment insurance compensation as well as those who have exhausted unemployment while registered in a WIOA activity. Allowable Supportive Services for WIOA Participants in Training Services -Youth Services: Medical Assistance - Limited funding is available to provide medical services required for an individual to participate in youth activities and/or training also to obtain or retain unsubsidized employment. Payments for medical assistance should be made to the provider not the participant. The maximum amount that can be paid per participant is $5 during participation in the program. Allowable Medical Assistance o Pre-employment/training physicals required by an employer or training program o Immunizations o Pre-employment drug tests o Dental extractions and dentures o Eyeglasses but not contact lenses or any type of eye surgery Work Clothing or Uniforms - Supportive Service funding can be provided for work clothing or uniforms required but no paid by an employer or training program. Clothing and uniforms include steel-toed shoes, hard hats, smocks, etc. Individuals needing general-purpose clothing should be referred to a community clothes bank or other agencies. The maximum amount for work clothing is $5 during participation in the program. Training Related Equipment - Pays for training related equipment not already covered, such as books and supplies. Background Checks - Pays for background checks, such as, motor vehicle records check, criminal records (SLED), etc. when required by the occupation or employer. Test fees - Pays for fees related to obtain certification, such as real estate license, driver s license, GED fees, etc. Driver s Training Pays for driver s training. This does not include CDL s. Supportive Service Policy (Revised 8/29/28) Page 3 34

36 One-time Emergency Costs * - A one-time minor car repairs should not exceed $5. A one-time utility cost of electric, water or gas bill, excludes telephone bills. A one-time housing costs, includes rent but excludes mortgage payments. Child Care or Dependent Care - Participants who have out-of-pocket expense(s) associated with attending training/activities may receive childcare assistance. Reimbursements are linked to attendance if a participants is absent from training, a reimbursements may not be made for that day. For childcare supportive service assistance, vendor agreements and invoices are required documents that must be kept in the participant s hard file. $2 a day for pre-school children $8 a day for school- age children 2 years old and younger and for dependent adults Online Classes - If a participant is taking an approval online class and the case manager determines a need for childcare or dependent care, the payment will be based on login and logout times into the approved online class. The participant will be responsible for the following: o o Documentation of class attendance print screens of the login and logout screens, clearly indicating the date, time and proof of the class. No payment will be made for insufficient documentation. Provision of documentation for payment documentation should be given to the assigned case manager in a timely manner. For transportation reimbursement payments to be made while attending a virtual class, a case manager must document by case note that the participant is traveling to a location other than their residence to participate in the online training. Direct Transportation - If a participant is unable to attend an activity or training because he or she lacks a driver s license and/or access to a car, the case manager may provide or procure transportation. Transportation will be provided temporarily while participants make a transition plan to provide their own transportation. Case managers should consider cost when procuring transportation. Public transportation should be utilized when available. Arrangements may be made with other agencies that transport participants and for-profit businesses may be utilized. The grantee should have an agreement with the transportation provider specifying the cost and billing arrangements. Grantees may choose to pay private individuals selected by participants to provide transportation. Prior to using a private individual to provide transportation, the grantee must verify the individual has a valid driver s license and insurance. Supportive Service Policy (Revised 8/29/28) Page 4 35

37 Grantees can arrange for transportation of groups for workshops, youth field trips, etc. If the grantee arranges for group transportation, individual participants will not be required to develop a transportation plan. Transportation Reimbursement - Participants not receiving direct transportation services may receive transportation assistance to help defray the out-of-pocket expenses associated with activities/training. Payments are made according to the distance driven per week. Grantees should take into account the attendance policy per training/education establishment. Each youth participant must be in class at a minimum of 75% per week to receive transportation reimbursement. Training at our Adult Education Centers would equate nine (9) out of twelve (2) hours during the week. Rates: Less than 75 miles $ miles $ miles $6 225 miles or greater $8 Legal Aid Services - (State Instruction Letter Number 6-5) provides for Payment of Expungement Fees. The Youth participant is required to meet WIOA youth program benchmarks () GED or credential attainment; (2) completion of Workforce Development (Career Smart) classes; and approval by WorkLink Executive Director on an as needed basis. The Expungement fee cap is to serve five (5) youth per WIOA program year at an average cost of $35. per individual = $,55. total expungement fee expense per program year. Note: Any Expungement fees beyond the cap stated above must have approval by WorkLink Executive Director on an as needed basis. Supportive Services NOT Allowable for WIOA Participants: a. Punitive services costs, which includes child support or driver s license reinstatement fees. b. Payments for food or food items. c. Payments for automobile payments, insurance, taxes or tags. d. Personal debt or obligation that occurred before WIOA registration. Incentive Budgetary Plan: The incentive based structure called Skill Invoice will be discussed up front with each youth participant and is designed around benchmarks of their Individual Service Strategy (ISS). As funding allows, the youth participant will have an opportunity to EARN an incentive by the attainment of goals they have established with their career coach when designing their ISS. Supportive Service Policy (Revised 8/29/28) Page 5 36

38 Tracking/Distribution/Log of Earned Incentives:. The youth provider will track incentives in a voucher system and pay participant incentive(s) earned in the form of a check. 2. The career coach has a signature log which participants sign upon receipt of their incentive(s) earned (in the form of a check). 3. The career coach enters the incentive activity code (which coincides with appropriate youth activity completed) into SCWOS to reflect date incentive is received by the participant which should match/align with the signature log in the case file. Incentive Payments Guidelines: a. Must ensure incentive payments are tied to the goals of the youth program; b. Must be outlined in writing before commencement of the youth program; c. Align with the local youth program organizational policies; and d. In accord with the requirements contained in 2 CFR part 2; e. Incentive payments are paid and/or distributed to youth participants during training activities, work experience, or follow up services of the WIOA Youth Program. f. The Youth Service Provider Skill Invoice Criteria Incentive Policy is an attachment in the current year Youth Grant (Statement of Work). WIOA Reference(s): WIOA Final REGS Section Supportive Services for Youth Participants and Section Incentive Payments to Youth Participants. Please copy and distribute this information appropriately within your agency. INQUIRIES: Direct all inquires on this Instruction to the WorkLink Workforce Development Board Staff. Youth inquiries should be directed to Sharon Crite, Youth Services Manager/Education Outreach, telephone or scrite@worklinkweb.com. Mr. Trent Acker, Executive Director WorkLink Workforce Development Board DISTRIBUTION: All WIOA staff ATTACHMENTS: Supportive Services Reference Sheet Supportive Service Policy (Revised 8/29/28) Page 6 37

39 ENROLLMENT COMMITMENTS As an enrolled participant in Palmetto Youth Connections I will: ) Attend at least 75% of my classroom instruction hours per week minimum. I understand that transportation reimbursement is not allowed unless I attend the minimum training hours per week. Initials of Participant, Parent (if applicable) and Career Coach 2) If Basic Skills Deficient, attend tutoring sessions weekly until I make a program skills gain in Math/Reading. 3) Attain my High School Diploma or GED or complete Occupational Skills Training (for example: Hospitality/ServSafe, CNA, Forklift, and EKG). 4) Review WIOA Orientation information with my Career Coach and register for employment with the SC Works system. 5) Attend and complete Career Smart Soft Skills Workshops: Resume, NIOSH, Financial Literacy, Employability, Critical Thinking, Social Networking, and Entrepreneurial and complete a mock interview with PYC Staff. Failure to participate in ALL Career Smart Classes and Mock Interview, after two attempts to engage you, will result in a suspension of supportive services in the form of transportation and Incentives, until ALL Career Smart Classes and Mock Interview are completed. 6) Complete a career counseling session with my Career Coach and complete the Career Pathway Process and review of Labor Market Information (LMI) to make informed career choices. 7) Complete the WorkKeys exam 8) Participate in PAID Work Experience training to enhance employability skills. Gain employment, enroll in post-secondary or enlist in the military after completing my High School Diploma/GED, or occupational skills training. 9) Retain employment or post-secondary enrollment for one full year after program exit. Expect follow up services for one year to monitor retention. ) Update my Career Coach of any new phone numbers, address changes, address or alternate contact changes ) Update Career Coach of any new employment changes and complete the Employment Verification form as needed 2) Follow the rules and regulations of the Anderson, Oconee or Pickens County Adult Education Centers I agree to maintain weekly contact with my assigned Career Coach by , phone, and/or text message or in person during enrollment as well as follow the above commitments. Student Signature: Date: Career Coach Signature: Date: Parent/Guardian Signature (If under age 8): Date: PYC /6/6 38

40 REVISED/APPROVED BY YOUTH COMMITTEE 8/3/8 ENROLLMENT COMMITMENTS As an enrolled participant in Palmetto Youth Connections I will: ) Attend at least 75% of my classroom instruction hours per week minimum. I understand that transportation reimbursement is not allowed unless I attend the minimum training hours per week. Initials of Participant, Parent (if applicable) and Career Coach 2) If Basic Skills Deficient, attend tutoring sessions weekly until I make a program skills gain in Math/Reading. 3) Attain my High School Diploma or GED or complete Occupational Skills Training (for example: Hospitality/ServSafe, CNA, Forklift, and EKG). 4) Review WIOA Orientation information with my Career Coach and register for employment with the SC Works system. 5) Attend and complete Career Smart Soft Skills Workshops: Resume, NIOSH, Financial Literacy, Employability, Critical Thinking, Social Networking, and Entrepreneurial and complete a mock interview with PYC Staff. 6) Complete a career counseling session with my Career Coach and complete the Career Pathway Process and review of Labor Market Information (LMI) to make informed career choices. 7) Complete the WIN exam 8) Gain employment, enroll in post-secondary or enlist in the military after completing my High School Diploma/GED, or occupational skills training. 9) Retain employment or post-secondary enrollment for one full year after program exit. Expect follow up services for one year to monitor retention. ) Update my Career Coach of any new phone numbers, address changes, address or alternate contact changes ) Update Career Coach of any new employment changes and complete the Employment Verification form as needed 2) Follow the rules and regulations of the Anderson, Oconee or Pickens County Adult Education Centers I agree to maintain weekly contact with my assigned Career Coach by , phone, and/or text message or in person during enrollment as well as follow the above commitments. Student Signature: Date: Career Coach Signature: Date: Parent/Guardian Signature (If under age 8): Date: PYC 7/28 39

41 PY 7 SCDEW MONITORING RESPONSE CORRECTIVE ACTION PLAN (CAP) YOUTH PROGRAM INDIVIDUAL SERVICES STRATEGIES (ISS) All Youth participants are to be provided an assessment and an Individual Employment Plan (IEP) or Individual Service Strategies (ISS), depending on the program. The IEP and ISS are similar documents/ processes; however the IEP is for Adult and Dislocated Worker Program participants while the ISS is designed for Youth Program Participants (WIOA Final Reg and Public Law 3-28-Section 29 (c) () (B)). The Individual Service Strategies (ISS) represents an individual plan developed for the WIOA Youth Program Participants. The ISS is developed in partnership with the youth participants in the design of their plan, customer focused services based on the needs and changes of the youth participant, and the ISS will serve as the basis for case management service strategy and as a guide for service delivery of appropriate services directly linked to one () or more indicators of performance. The Youth Program: Individual Service Strategies (ISS) developed will include:. Information obtained from the results of the objective assessment: current academic and skills levels, basic and occupational skills, prior work experience, employability, interests, aptitudes, supportive service needs, developmental needs, and labor market information inquiry. Note: The ISS is a living document to be reviewed and updated on an ongoing basis with each youth participant. Do not overwhelm the youth participant with front loading the ISS with goals/objectives all at once. The ISS is the youth participants plan that will take steps toward progress and ultimately assist the youth participant in achieving their goal. 2. Educational and/or Employment Goals that includes the identified in-demand career pathway and career pathway planning for the participant. 3. Appropriate Achievement Objectives for the participant (include appropriate credentials to be obtained). 4. Strategies roadmap/smaller steps to achieve measurable and attainable short-term, intermediate, and long-term goals. 5. Appropriate services, the sequence and mix of the services, and justification for the services provided. 6. Continuous assessment of the individuals financial, social, and/or supportive service needs. 7. The agreed upon original ISS signature should be captured. ISS are re-signed at any significant change or if future reviews/updates warrant a participant signature to be captured. 8. The career coach should update ISS strategies and activities as they occur and/or life changes occur. When reviewing the ISS with the participant, the career coach shall document a participants progress, activities completed, bench marks reached, other accomplishments, goals/objectives/strategies, and always consider what is the next step and/or activity??? 9. The ISS will be reviewed and documented with a case note every 9 days with the participant to verify the youth participant is on target with his/her education and employment goals.. Use of Comment Box/Section when participant change mind of Goal on IEP, case note should reflect this change in more detail.. The ISS case note should support and not duplicate information in the activity record and other SCWOS screens. Capture progress, achievements, bench marks, results of decisions made about the combination and sequence of services for the participant that may not be captured or clear in the ISS. Document the details. Note: The Youth Program Individual Service Strategy (ISS) will become a renewed focus of WorkLink Local Annual Monitoring. Desktop and/or site visits will be conducted randomly beginning after first quarter of PY 8 (October 28) with feed-back and/or technical assistance provided to the youth provider. 4

42 Youth Provider Internal Individual Service Strategy (ISS) Monitoring Tool Questions to Ask Yourself (the Career Coach) When Reviewing an Individual Service Strategy (ISS) Plan Prior to Signature(s): Goals. Are there a reasonable number of specific goals? Note: The ISS is a living document. 2. Are the goals stated in ways that are measurable? 3. Are the goals attainable (are they likely to be achieved with the timeframe of the service)? 4. Based on the objective assessment results, are the goals relevant? 5. Are timelines identified for each objective (Goals time-driven, defined as short, intermediate, or long term)? Objectives. Are objectives connected to goal achievement? 2. Have I included the participant in developing the objectives? 3. Do I have initially -3 objectives Strategies. Are strategies described in enough detail for the reader to understand what is actually being done? 2. Will following the strategies described lead to the goals or objectives stated? Other Items to Consider. Is the IEP current? 2. Have I set my Goals/Objectives Alert (to notify the career coach) when a goal is nearing the estimated date of closure? 3. Have I reviewed the ISS and documented with a case note every 9 days with the participant to verify the youth participant is on target with his/her education and employment goals. 4. Have I used the Comment Box/Section? 5. Does the case note reflect the details and tell the participants story. Program Management Monitoring. Beginning in PY 8, review a sample of Individual Service Strategy (ISS) of new enrollments each month from each site/career coach to ensure ISS development with the participant is on track. 2. Include monitoring of Individual Service Strategy (ISS) as part of the quarterly review monitoring report due to WorkLink. WIOA YOUTH REFERENCES WIOA Final Reg and Public Law Section 29 (c) Local Elements and Requirements: () PROGRAM DESIGN. Funds allocated to a local area for eligible youth under section 28(b) shall be used to carry out, for eligible youth, programs that 4

43 (A) provide an objective assessment of the academic levels, skill levels, and service needs of each participant, which assessment shall include a review of basic skills, occupational skills, prior work experience, employability, interests, aptitudes (including interests and aptitudes for nontraditional jobs), supportive service needs, and developmental needs of such participant, for the purpose of identifying appropriate services and career pathways for participants, except that a new assessment of a participant is not required if the provider carrying out such a program determines it is appropriate to use a recent assessment of the participant conducted pursuant to another education or training program; (B) develop service strategies for each participant that are directly linked to or more of the indicators of performance described in section 6(b)(2)(A)(ii), and that shall identify career pathways that include education and employment goals (including, in appropriate circumstances, nontraditional employment), appropriate achievement objectives, and appropriate services for the participant taking into account the assessment conducted pursuant to subparagraph (A), except that a new service strategy for a participant is not required if the provider carrying out such a program determines it is appropriate to use a recent service strategy developed for the participant under another education or training program. Individual Employment plans (IEP) Procedures for WIOA Title I Staff Issued July, 28 (PY 8). State Instruction Number 8- Individual Employment Plans- Issued July 6, 28 (PY 8). SCDEW Individual Employment Plan (IEP) Training Information August 26, 26. Note: The WorkKeys/WIN assessment will appear as a standard objective which will be found on the WorkLink Youth Program Individual Service Strategies (ISS). This objective will be repeated verbatim across the Youth Program ISS due to the request of our Local WorkLink Workforce Development Board, Youth Committee, and alignment with the Youth Strategic Plan for our region. 42

44 WorkLink PY 28 and 29 WIOA Performance Goals Performance Measure Negotiated Goals Adult Employment Rate 2nd Quarter After Exit 76.8% Adult Employment Rate 4th Quarter After Exit 73.% Adult Median Earnings 2nd Quarter After Exit $5,3 Adult Credential Attainment Within 4 Quarters After Exit 5.9% DW Employment Rate 2nd Quarter After Exit 8.% DW Employment Rate 4th Quarter After Exit 76.% DW Median Earnings 2nd Quarter After Exit $6,5 DW Credential Attainment within 4 Quarters After Exit 48.6% Youth Employment Rate 2nd Quarter After Exit 76.6% Youth Employment Rate 4th Quarter After Exit 69.% Youth Credential Attainment within 4 Quarters After Exit 68.% 43

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46 A P P L I C AT I O N STATE WORKFORCE DEVELOPMENT BOARD TECHNOLOGY GRANTS Applications for the SWDB Technology Grants are due September 7, 28 by 5: pm. Print additional pages as needed should the number of items requested exceed what is provided below. Please attach supporting documentation of the cost of each item requested. Section. Applicant Information LWDB: WorkLink WDB Point of Contact Name: Trent Acker Position: Executive Director Phone: tacker@worklinkweb.com Financial Point of Contact Name: Don Zimmer Position: Finance Director Phone: dzimmer@scacog.org Section 2. Funding Request Total Amount Requested: $22,4 Item # Item Name: New Inspiron 24 5 Touch Quantity: 24 Cost Per Item:, (7% sales tax) =, Total Cost: $3,32 Item Description: All-in-One desktop, 23.8inch FHD (92x8) Truelife IPS Multi-Touch Display LED-Backlit Touch Display with build in Webcam, Processor: Intel Core 6th Generation Quad-Core i7-67hq Processor 2.6GHz (6M Cache, up to 3.5 GHz) 2GB (4GBx+8GBx) DDR3 6MHz RAM / TB Hard Drive / Nvidia GeForce 94M G/ Wireless Mouse and Keyboard Windows Home (64 bit), 4 x USB 3. ports, 2 x USB 2. ports, x HDMI in port, x HDMI out port, x headphone/microphone jack, x RJ- 45 Ethernet port, x audio line out Reason for Purchase: We plan to upgrade 4 resource room computers in Clemson. Existing laptops will be repurposed for WIN testing in the Clemson SC Works Center for the purpose of meeting employer needs (Michelin specifically and others as requested). Currently, we have 8 laptops purchased years ago that we are using for WIN testing. Each touchscreen desktop will come with MS Office Home and Student edition that gives jobseekers access to Word, Excel and PowerPoint. Secondly, we plan to locate an additional computers to Seneca. Tri-County Technical College has notified us that they are relocating the desktops for the Seneca office to another location. Participants will no longer have access to those computers for job seeker use within the next couple of months. Thirdly, these will meet ADA requirements. Screens are 23 for easy viewing and will be touchscreen capable for those that may have mobility issues and/or are not computer literate, but are able to operate touchscreen devices. 45

47 Item #2 Item Name: Adesso Easy Touch 32 Florescent Yellow Multimedia Desktop Keyboard Quantity: 8 Cost Per Item: (7% Sales tax) = 2.34 Total Cost: $7 Item Description: Luminous 4X large print desktop is designed for those who have vision impairment. Black print on yellow keys. Reason for Purchase: ADA assistive technology requires that we have large keyboards for those with low vision. Requesting one for each location (4 SC Works Centers and 4 PYC sites). Item #3 Item Name: Rise Up Height Adjustable Desk Quantity: 4 Cost Per Item: (7% sales tax) = 856 Total Cost: $3,424 Item Description: The Rise Up Height Adjustable Ergonomic Table is a high quality electric standing desk designed to optimize posture while sitting or standing. The solid steel frame is sturdy, durable and has dual motors for a smooth, quick and quiet height adjustment. Adjusting desk height is simple. Use the automatic up and down controls or store 4 of your favorite height settings for an even quicker adjustment. Reason for Purchase: An ADA walk-thru was conducted of the Palmetto Youth Connections (PYC) sites by local Board staff. There were no adjustable height desks available for customer use. In order to meet ADA compliance recommendations, we are requesting for each PYC site (4 total). We plan to use this as an accommodation for those that use a wheelchair or need a different height to be able to use a table comfortably. Item #4 Item Name: Expert Mouse Trackball Quantity: 7 Cost Per Item: (7% sales tax) = flat rate S&H to total Total Cost: $86 Item Description: Ergonomic design includes built-in wrist rest, four easily accessible buttons, and a scroll ring surrounding the ball that allows comfortable scrolling with a minimum of wrist movement. Large ball is designed as a perfect sphere to provide exceptional precision. Optical tracking technology provides smooth, precise cursor control. Scroll Ring allows user to scan up and down pages with ease. Ambidextrous design works equally well for both right-handed and left-handed users. Detachable wrist rest with soft cushioning cradles the hand and wrist in ergonomic comfort for pain-free productivity during extended periods of activity on the computer. Ambidextrous design works equally well for right-and left-handed users. Free downloadable software provides an even more personalized experience, giving the ability to customize each of the 4 buttons, as well as adjusting cursor and scrolling speeds. Reason for Purchase: Another recommended piece of equipment to meet the ADA compliance requirements. We are requesting per Satellite SC Works Center (3 total) and per PYC site (4 total). We plan to provide this as an accommodation to anyone that may need assistance with hand mobility in using a computer. 46

48 Item #5 Item Name: JAWS 28 Screen Reading Software Quantity: Cost Per Item:, + 77 (7% sales tax) = 77 Total Cost: $,77 Item Description: This software is the most widely used computer access technology for people for people who are blind. The software reads aloud (usually through headphones) everything that happens on the computer screen. Reason for Purchase: Current JAWs software is several years old. We are requesting one license which will give one login for the WorkLink area. This login will be shared among the 4 SC Works Centers and 4 PYC sites. JAWs is recommended for ADA compliance. We plan to make available JAWs software to any requesting accommodations for low vision. JAWs will also read and describe what is on a computer screen. We plan to use this software to accommodate anyone that may need assistance due to blindness or low literacy skills. Item #6 Item Name: HP Pagewide Pro 577dw Color Multifunction Business Printer with Wireless and Duplex printing Quantity: 3 Cost Per Item: (7% sales tax) = Total Cost: $2,884 Item Description: Printer offers speed of laser printers with lower cost per page with print speed of 7 pages per minute. Print, Scan, Copy & More: Auto 2-sided duplex printing and scanning, copy, fax, wireless printing, Wi-Fi Direct, NFC touch-to-print technology, 4.3-inch color touchscreen, auto document feeder. Paper sizes: Letter, oficio, legal, statement, executive, 3x5 in, 4x6 in, 5x7 in, 5x8 in, envelopes (No., Monarch) Reason for Purchase: Current resource room printers are several years old and have become unreliable. We are requesting three, one for Clemson, one for Anderson, and one for Seneca. This will allow customers to print, scan, fax and copy information for the purpose of seeking employment. Item #7 Item Name: HP Office Jet Pro 874 All in One Wireless Printer with Mobile Printing (K7S42A) Item # Quantity: 4 Cost Per Item: (7% sales tax) = Total Cost: $,98 Item Description: The HP OfficeJet Pro 874 all in one printer offers an innovative new design for superb office productivity, more paper capacity and advanced scanning. Reason for Purchase: Our PYC locations need updated printers for staff and participants to use to copy, fax, scan and print for the purpose of finding employment and enrolling in training. 47

49 Item #8 Item Name: HP Laser Jet Pro M227fdw Multifunction Mono Laser printer Quantity: Cost Per Item: (7% sales tax) = Total Cost: $322 Item Description: Printer allows printing, scanning, copying and faxing with a compact multifunction Reason for Purchase: laser printer that fits into tight workspaces. Current resource room printers are several years old and have become unreliable. We are requesting one for Easley. This will allow customers to print, scan, fax and copy information for the purpose of seeking employment. Item #9 Item Name: Pocket Talkers Quantity: 7 Cost Per Item: (7% sales tax) = Total Cost: $,4 Item Description: Device allows users to listen to the world around them through earphones or through telecoil device. Amplifies the room up to 4dB. Reason for Purchase: Pocket talkers are recommended for ADA compliance. We currently have one in Clemson, and requesting an additional 7 to be available in each location. We plan to use this as accommodation for any that may need assistance with a hearing impairment. Item # Item Name: Optima Joystick Quantity: 8 Cost Per Item: (7% sales tax) = S&H flat rate to total Total Cost: $2,75 Item Description: The Optima Joystick is specifically designed for cursor movement to respond to the lightest touch for accurate cursor navigation and precise targeting of objects on the computer screen. It features a low profile providing a natural hand rest for comfortable operation. Includes three interchangeable joystick handles a straight stem, a T bar and large soft ball. Low profile provides a natural hand rest for comfortable operation. Large footprint for stability. Reason for Purchase: Another recommended piece of equipment to meet the ADA compliance requirements. We are requesting per SC Works Center location (4 total) and per PYC site (4 total). We plan to provide this as an accommodation to anyone that may need assistance with hand mobility in using a computer where a trackball mouse will not suffice. 48

50 Item # Item Name: EG-ErgoArm Adjustable Armrests Quantity: 8 Cost Per Item: (7% sales tax) = S&H flat rate to total Total Cost: $64 Item Description: The ergonomic design provides support for people with a lack of muscle strength or fine motor skills and helps to reduce aches and pains in the wrist, arm, shoulder and neck areas caused by long-term use of computer and other repetitive movements. Unique design allows moving freely, comfotably and effortlessly to perform computer tasks. Supports up to 24 lbs. of weight, effectively relieving 9% of the weight undertaken by your wrists. Reason for Purchase: Another recommended piece of equipment to meet the ADA compliance requirements. We are requesting per SC Works Center location (4 total) and per PYC site (4 total). We plan to provide this as an accommodation to anyone that may need assistance with hand mobility in using a computer. Item #2 Item Name: EZVIZ Full HD 8p Outdoor Surveillance Cameras Quantity: Cost Per Item: (7% sales tax) = Total Cost: $3 Item Description: Premium Smart Home Surveillance Starter Kit with built in TB security grade hard drive. View from anywhere with customizable detection. Set of 4 cameras. Reason for Purchase: We currently do not have security guards in the Clemson SC Works. As one of the highest traffic centers, we currently have a set of four security cameras installed at the entrances and exits of key locations in the Clemson office. These cameras have assisted us in the past with issues that have arisen around safety and security, and we have identified several additional places that we would like cameras to be placed. We are requesting four additional cameras to be set-up throughout the Clemson SC Works Center to assist with the safety and security of staff, their belongings, and SC Works equipment. Item #3 Item Name: Cyber Acoustics ACM-7B Over-Ear Stereo Headphones, Black Quantity: Cost Per Item: (7% sales tax) = 7.37 Total Cost: $74 Item Description: Wired headphones for an immersive sound experience Reason for Purchase: These headphones will be used for WIN testing. We are currently offering WIN testing in the Clemson SC Works Center for the purpose of meeting employer needs (Michelin specifically and others as requested). Participants will be able to use these during the testing period and will be turned in to the test proctor after completion. 49

51 Item #4 Item Name: Logitech M Wired Mouse-Black Quantity: Cost Per Item: (7% sales tax) = 9.9 Total Cost: $92 Item Description: Smooth control for precise tracking and easy text selection Reason for Purchase: We are currently offering WIN testing in the Clemson SC Works Center for the purpose of meeting employer needs (Michelin specifically and others as requested). We are able to test participants at once. Each participant will be given a mouse to use during the testing period. Item #5 Item Name: Electrical Wire Drops Quantity: Cost Per Item: $26,48 Total Cost: $26,48 Item Description: SC Works - Training Room - Add Power for Testing Purposes Provide and install necessary conduit, wire & miscellaneous fittings to complete the project as per NEC. Utilize Power Panels A and/or B for providing p g power to the training room. Add two (2) tandem style breakers in lieu of two (2) P 2A Breakers in order to add the two additional circuits. Provide and install approximately 9 to 2 outlets in a method that will be determined at a later date. Option #: One idea would be to only provide additional outlets around the perimeter of the room. Option #2: One idea would be to provide power poles that would be mounted to the floor and rise up above the drop ceiling. Option #3: One idea would be to install what is called a connectrac on top of the floor system. Option #4: One idea would be to cut the concrete as needed to route raceways under the floor and into floor box outlets. Reason for Purchase: The Clemson SC Works training room does not currently have power outlets that computers can be easily plugged into. We currently have to tape down wires in order to provide safe access to computers for WIN testing, workshops, staff trainings, and partner meetings. Several options are included in the price, with the most expensive being option 4. Quote includes fees, labelling, and any minor construction that would be needed to complete the project. We will likely choose Option or at most Option 2. This will be used to serve employers through WIN testing, participants and customers through workshops, and staff and partners through training. The quoted price is for a worst case scenario, and we anticipate this being reduced significantly. 5

52 Item #6 Item Name: HP NW56UT Laptop Quantity: 8 Cost Per Item: (7% sales tax) = 75.3 Total Cost: $5,64 Item Description: Fully functional computers designed for portability and convenience, smaller, weigh less, have fewer components and consume less power. SBUY 25 G6, Intel Core i5-72u (2.5GHz, up to 3.GHz, 3MB Cache),4GB 233 D, 5GB , 5.6 LED HD SVA AG, UMA: HD 62, DVD/CD-RW Combo, 82. a/b/g/n/ac (X); BT 4.2 BT, TPM 2., Slot Lock, WDR HD, WinPro 64, 4-Cell 4Wh, // Reason for Purchase: PYC is requesting 8 laptops for WIOA youth participants to use during their time with a career coach. Laptops will be reserved for educational and job seeking purposes. Item #7 Item Name: HP Office Jet 25 All-In-One Portable Printer with Wireless & Mobile Printing (CZ992A) and HP 62XL High Yield Black Ink Cartridge (CZP5AN#4) Quantity: 5 Cost Per Item: (7% sales tax) = Total Cost: $2,78 Item Description: Portable all-in-one printer. Main functions of the printer include scan, copy, fax, and easy portable printing. Reason for Purchase: The SC Works WIOA Adult/DW program is requesting portable printers for staff to take with them to various partner locations. This will allow flexibility in where and how staff can offer WIOA services for career and educational development. Item #8 Item Name: Licenses for Dell Touch Screen Desktop Computers Quantity: 5 Cost Per Item: (7% sales tax) = Total Cost: $3,6 Item Description: Office 26 Home & Student - One-time purchase Fully installed Office 26 versions of Word, Excel, PowerPoint, and OneNote Install on PC (compatible with Windows 7 or later) Store your files online with OneDrive, so you can get to them when you re on the go and quickly invite others to review or edit them Reason for Purchase: Current computers in Anderson and Easley do not have MS Office Word, Excel and PowerPoint on them. These licenses will give additional resources to job seekers for the purpose of writing resumes and collecting research on job seeking and education efforts. 5

53 Item #9 Item Name: Apple 2.9 inch ipad Pro 64 GB Quantity: 4 Cost Per Item: (7% sales tax) = Total Cost: $3,42 Item Description: Portable and capable the 2.9 inch ipad Pro features a redesigned retina display with the AX fusion chip delivers more power that most PC laptops Reason for Purchase: We would like to put in check-in kiosks for jobseekers to minimize wait time before accessing resource room services. In addition to this, we can use these at hiring and job fair events to capture attendance and services delivered. The Apple ipad is typically the most user friendly tablet for all customers. We plan to use the SCWOS kiosk greeter module provided by the State. Item #2 Item Name: VIVO Anti-Theft key and Lock Adjustable Floor Stand Kiosk Public display for 2.9" Apple ipad Pro Quantity: 4 Cost Per Item: (7% sales tax) = Total Cost: $3 Item Description: Anti-Theft Kiosk securely in public display areas with tamper proof key and lock system Reason for Purchase: We would like to put in check-in kiosks for jobseekers to minimize wait time before accessing resource room services. In addition to this, we can use these at hiring and job fair events to capture attendance and services delivered. The Apple ipad is typically the most user friendly tablet for all customers and will be stored in a secured kiosk stand that can be locked away during lunch and after hours. We plan to use the SCWOS kiosk greeter module provided by the State. We are requesting one for each SC Works site. Item #2 Item Name: HP Chromebook x36 -ae2nr Laptop Quantity: 4 Cost Per Item: (7% sales tax) = Total Cost: $,48 Item Description: HP Chromebook x36 -ae2nr Laptop,.6" Touch Screen, Intel Celeron N335, 4GB Memory, 32 GB emmc, Chrome OS Item #5645 The portable computer features Bluetooth and wireless technologies to enable use without plugging in a bunch of cables, and the 4GB of memory, 32GB emmc and Chrome OS help you get more done during a busy day. Reason for Purchase: PYC is requesting Chromebooks for each of their Career Coaches. This will give flexibility to staff in where and how they serve Youth participants in the program. 52

54 Item #22 Item Name: weboost 4G Cell Phone Booster for Home and Office Quantity: Cost Per Item: (7% sales tax) = Total Cost: $428 Item Description: Signal Booster boosts signals up to 32X for fewer dropped calls, higher audio quality and faster uploads and downloads Reason for Purchase: The Clemson SC Works Center has a steel beam that runs the length of the center of the building. Mobile phone calls are often dropped when used in the Center. Many staff use their work mobiles for serving customers when they are not able to be reached by their desk phone. Installing a Cell phone booster in the center will minimize dropped calls and provide better customer service to customers. Item #23 Item Name: Avaya 968 Global IP phone system Quantity: Cost Per Item: 4,4.98 (incl. equipment, tax & installation) Total Cost: $4,5 Item Description: The Avaya 968 Global IP phone is a full-featured IP desk phone that provides 24 programmable line and feature buttons. It is the perfect choice for everday office workers. Fixed features include phone, messages, contacts, history, home, headset, speaker, volume, mute. Reason for Purchase: The Clemson SC Works Center has more than one phone system and both frequently drop calls. By installing a new, upgraded phone system, the Center will be on a unified phone system and will have better phone service available to customers seeking services. We will also be able to provide messaging capabilities to customers calling the Center. For example, the Center is closed due to winter weather. The quoted price is for a worst case scenario, and we anticipate this being reduced significantly. Item #24 Item Name: SMART Board 6265-V2 Interactive Flat panel with IQ 65" Class Quantity: 2 Cost Per Item: (7% sales tax) = Total Cost: $9,65 Item Description: Connects devices, lesson content, and relevant software. Wireless screen sharing and a web browser. Touchscreen. Reason for Purchase: SMART Boards will be available to employers, partners and staff to provide educational opportunities to participants and staff. One is needed in the Large Conference Room and one in the Training Room of the Clemson SC Works Center. Providing SMART Board technology will provide for a more engaging, interactive experience. 53

55 Item #25 Item Name: Samsung 55" Class LED NU7 Series 26p Smart TV with HDR Quantity: Cost Per Item: (7% sales tax) = Total Cost: $642 Item Description: Samsung 55" Class LED NU7 Series 26p Smart TV with HDR Reason for Purchase: Replacing a smaller 4 TV in the Large Conference Room for the purpose of training and staff meetings. Staff and employers have access to this to share their screen with others. The existing 4 TV will be relocated to the Resource Room to provide scrolling information to customers using the center. Item #26 Item Name: Technology Solutions Quantity: hours Cost Per Item: $95 labor rate Total Cost: $9,5 Item Description: IT contractor with WorkLink WDB and SC Works system for technology installation, upgrades, updates, security, and hardware/hardwiring needs. Hours are approximated based on labor rate and amount of equipment to be purchased. Reason for Purchase: WorkLink WDB currently has a contract with Technology Solutions for installation and maintenance of IT equipment. We are estimating hours of labor to install and upgrade all equipment listed in this request for proposal. 54

56 GRANT NUMBER: 7A995H3 - OP Adult INVOICE NUMBER: Final PERIOD COVERED: 6//8-6/3/8 EWDS Adult Operator FINAL PY7 Expenditures Eckerd Goal: Line Item Budget Mod JUNE JUNE FINAL.%.%.% Cumulative Cost YTD Remaining Balance Percent Spent YTD Staff Salary Total $ 49,4 $,954.4 $ 2,2. $ 46, $ 3, % Fringe Benefit Total 5xx $ 2,69 $ (784.47) $ $,78.56 $ % Staff Cost Total $ 62,8 $,69.94 $ 2,6.94 $ 58,44.8 $ 3, % Operating.2 Staff Consumable Supplies 6 $,795 $ 9.8 $ - $,48.5 $ %.3 Advertising, Outreach 6735 $ - $ - $ - $ - $ -.%.4 Copy, Print 673 $ 792 $ - $ - $ $ %.5 Communications 627 $ 694 $ 84.2 $ - $ $ (2.89) 6.3%.6 Staff Travel 6xx $,82 $ - $ - $,798.5 $ %.7 Staff Conf., Training 55 $ 686 $ - $ - $ $ %.8 Staff Equip/Comp Lease/so 645 $ 264 $ - $ - $ 43. $ %.9 Postage 65 $ 3 $ - $ - $ 44. $ % Operating Total () $ 6,82 $ 4. $ - $ 5, $ % General Liability Ins 635 $ 557 $ (97.45) $ $ 56.7 $ (3.7).7% Operating Cost Total $ 68,757 $,76.49 $ 2,84.24 $ 63, $ 4, % General Overhead (Indirect) 8.86% $ 6,43 $ $ $ 5,668.7 $ % Contract Total $ 74,8 $,7.87 $ 3,92.97 $ 69,64.83 $ 5, % 55

57 GRANT NUMBER: 7D995H3 - OP DW INVOICE NUMBER: Final PERIOD COVERED: 5//8-6/3/8 EWDS DW Operator FINAL PY7 Expenditures Eckerd Goal: Line Item MAY JUNE JUNE FINAL 9.7%.%.%.% Budget Mod Cumulative Cost YTD Remaining Balance Percent Spent YTD Obligation Numbers Staff Salary Total $ 6,736 $ $ - $ - $ 6,7.2 $ % Fringe Benefit Total 5xx $,72 $ $ (794.83) $ - $,72.75 $ (.).% Staff Cost Total $ 8,457 $,46.8 $ (794.83) $ - $ 8,42.96 $ % Operating.2 Staff Consumable Supplies 6 $ 245 $ - $ - $ - $ 96.8 $ %.3 Advertising, Outreach 6735 $ - $ - $ - $ - $ - $ -.%.4 Copy, Print 673 $ 7 $ - $ - $ - $ 66.4 $ %.5 Communications 627 $ 95 $ 2.65 $.65 $ - $ $ (4.22) 43.4%.6 Staff Travel 6xx $ 248 $ 8.29 $ - $ - $ $ %.7 Staff Conf., Training 55 $ 94 $ 2.7 $ - $ - $ $ %.8 Staff Equip/Comp Lease/so 645 $ 36 $ - $ - $ - $ 5.87 $ %.9 Postage 65 $ 8 $ - $ - $ - $ 6. $ % Operating Total () $ 843 $ 3.64 $.65 $ - $ $.57 88% General Liability Ins 635 $ 76 $ 4.96 $ (35.63) $ $ $ % Operating Cost Total $ 9,376 $,435.4 $ (89.8) $ $ 9,28.77 $ % General Overhead (Indirect) 8.86% $ 824 $ 27.8 $ (72.64) $ 3.6 $ 85.9 $ % - Contract Total $,2 $, $ (892.45) $ $,24.67 $ % - 56

58 Invoice Number: 55-3 FINAL Period Covered: 6//28-6/3/28 EWDS Adult Program FINAL PY7 Expenditures Eckerd Goal: JUNE JUNE FINAL.%.%.% Line Item Budget Mod Cumulative Cost YTD Remaining Balance Percent Spent YTD Staff Salary Total $ 27,42 6, , ,4.78 $ 8.7.% Fringe Benefit Total 5xx $ 58,78 (,44.37) , $ 2, % Staff Cost Total $ 266,38 5,8.55 3, ,27.6 $ 2, % Operating. Facility, Utilities $ - - $ -.%.2 Staff Consumable Supplies 6 $ 3, , $ (98.35) 6.5%.3 Advertising, Outreach 6735 $ $ %.4 Copy, Print 673 $ 2, ,75.96 $ (65.96) 6.5%.5 Communications 627 $ 7, , $ %.6 Staff Travel 6xx $ 7, , $ 4, %.7 Staff Conferences, Training 55 $ 2, ,72.86 $ %.8 Staff Computer Leases 695 $ 2,85 - -, $, %.9 Postage 65 $, $, % Operating Total () $ 27, , ,7.55 $ 8, % Direct Training 2.3 Credential Exam Fees (CAN/GE 652 $, , $ 2, % 2.6 Tuition (College/Occupational 653 $ 378,678 25,457.97, ,735.5 $ % Direct Training Total (2) $ 389,55 26,25.33, ,624. $ 3, % Support Services 3. Transportation 6485 $ 3, ,5. $ (685.) 7.9% 3.2 Childcare 666 $ $ (5.) 5.9% 3.4 Training Support Materials 6545 $ 4, , $ (78.98) 6.9% 3.3 Emergency Assistance 659 $ $ 85..% Support Service Total (3) $ 9,775, , $ (63.98) 6.2% General Liability Ins $ 5,66 (2,52.74) 2, ,495.9 $ % Operating Cost Total $ 699,69 32, , ,942.4 $ 5, % General Overhead (Indirect) 8.86% $ 6,436 2,842.52, , $ % Contract Total $ 76,54 34, , ,539.3 $ 5, % 57

59 Grant Number: 7D295H3 Invoice Number: 56-3 FINAL Period Covered: 6//8-6/3/8 EWDS DW Program FINAL PY7 Expenditures Eckerd Goal: JUNE JUNE FINAL.%.%.% Line Item Budget Mod Cumulative Cost YTD Remaining Balance Percent Spent YTD Staff Salary Total $ 36,3 $ 3,3.37 $ 6, $ 34,82.46 $, % Fringe Benefit Total 5xx $,362 $ $ 2, $,362.9 $ -.% Staff Cost Total $ 46,673 $ 3, $ 8,97.22 $ 45,74.55 $, % OPERATING COSTS. Facility, Utilities $ -.2 Staff Consumable Supplies 6 $ 54 $ - $ 2.87 $ $ %.3 Advertising, Outreach 6735 $ 44 $ - $ - $.92 $ %.4 Copy, Print 673 $ 45 $ - $ $ $ %.5 Communications 627 $,372 $ 23.2 $ 3.7 $ 9.49 $ %.6 Staff Travel 6xx $,262 $ $ 5.6 $ $ %.7 Staff Conf., Training 55 $ 45 $ - $ - $ 26.4 $ %.8 Staff Computers 645 $ 495 $ - $ - $ $ %.9 Postage 65 $ 27 $ 2.82 $ 3.63 $ 76.4 $ % Operating Total () $ 4,937 $ $ 93.3 $ 2, $ 2, % TRAINING COSTS 2.3 Credential Exam Fees (CAN 652 $,93 $ - $ - $,38. $ % 2.6 Tuition (College/Occupatio 653 $ 66,825 $, $ 2. $ 5,76.52 $ 5, % Direct Training Total (2) $ 68,738 $, $ 2. $ 53,4.52 $ 5, % SUPPORTIVE SERVICES COSTS 3. Transportation 6485 $ 675 $ - $ - $ 3. $ % 3.2 Childcare 666 $ 5 $ - $ - $ - $ 5..% 3.4 Training Support Materia 6545 $ 75 $ 45.2 $ 7.35 $ $ % 3.3 Emergency Assistance 659 $ 5 $ - $ - $ - $ 5..% Support Service Total (3) $,725 $ 45.2 $ 7.35 $ $, % 4.2 General Liability Ins $ 997 $ (277.26) $ $ $ % Operating Cost Total $ 23,7 $ 4,54.67 $ 9,737.4 $ 2,75.72 $ 2, % 4. General Overhead (Indire 8.86% $,86 $ 4. $ $ 9,43.9 $, % Contract Total $ 33,886 $ 4,94.67 $, $,9.63 $ 22, % 58

60 Eckerd Goal: Grant Number: 7Y495H3 Invoice Number: 58-3 FINAL Period Covered: 6//8-6/3/8 Youth JUNE JUNE FINAL.%.%.% Line Item Budget Mod Cumulative Cost YTD Remaining Balance Percent Spent YTD Staff Salary Total $ 32, $ 3,67.9 $,99.7 $ 36, $ 5, % Fringe Benefit Total 5xx $ 74, $ (,63.54) $,63.54 $ 74, $ -.% Staff Cost Total $ 386, $, $ 23,64.7 $ 38,73.85 $ 5, % Operating. Facility, Utilities, Maintenance 625 $ 9,6. $ 2,4. $ - $ 9,6. $ -.%.2 Staff Consumable Supplies 6 $,2. $ - $ $,3.66 $ %.3 Advertising, Outreach 6735 $ - $ - $ - $ - $ -.%.4 Copy, Print 673 $,2. $ - $ - $,5.26 $ %.5 Communications 627 $ 6,36. $ $ 37.5 $ 5,65.2 $ %.6 Staff Travel 6xx $,49.2 $ $ $ 5,22.57 $ 6, %.7 Staff Conferences, Training 55 $,. $ - $ - $ $ %.8 Staff Computer Software License 645 $ 2,798.6 $ - $ $ 2,24.6 $ %.9 Postage 65 $,74. $ 86.5 $ $, $ % Operating Total () $ 35,94.8 $ 3, $ 44. $ 26,548.7 $ 8, % Direct Training 2. Participant Supplies 6595 $,56. $ 97. $ 8. $,575. $ (5.).% 2.2 Participant Books 63 $ 2,5. $ - $ - $ 2,96. $ % 2.3 Credential Exam Fees (NRF, C.N.A., GED, 652/6535 $ 9,. $ 4,469.8 $,58.2 $ 5,82.2 $ (6,82.2) 75.8% 2.4 TABE Test Materials $ - $ - $ - $ - $ -.% 2.5 Tuition (Adult Education) 6525 $ 5,. $ 4,9. $ 4. $ 2,793. $ 2, % 2.6 Tuition (College or Vocational) 653 $ 56,62.55 $ 4,7. $ 3. $ 4,99. $ 6, % 2.9 Work Experience (Stipends) 655 $ 44,64. $ 3,528.9 $ 2,53.75 $ 47,832.2 $ (3,92.2) 7.2% 2. Awards/Events $ - $ - $ - $ - $ -.% 2. Software Licenses 695 $ - $ - $ - $ - $ -.% 2.2 Work Keys $ - $ - $ - $ - $ -.% Direct Training Total (2) $ 29,32.55 $ 7,74.37 $ 3, $ 2,46.33 $ 8, % Support Services 3. Participant Incentives (Skill Invoices) 6585 $ 2,645. $,475. $ 5. $ 7,675. $ 2, % 3.2 Transportation 6485 $ 5,. $ 6. $ 4. $ 3,3. $, % 3.3 Childcare 666 $ 5. $ - $ - $ - $ 5..% 3.4 Training Support Materials 6545 $ 3,. $ 55. $ - $, $, % 3.5 Emergency Assistance 659 $,5. $ - $ $ $, % 3.6 Expungements 6655 $ 75. $ - $ - $ - $ 75..% Support Service Total (3) $ 4,45. $ 2,3. $ $ 33,3.2 $ 8, % General Liability Ins 635 $ 4, $ (,77.98) $ 2,29.94 $ 4, $ % Operating Cost Total $ 597, $ 22, $ 3, $ 565,876.9 $ 3, % General Overhead (Indirect) 8.86% $ 52, $, $ 2,77.29 $ 5,36.62 $ 2, % Contract Total $ 649, $ 24,523.3 $ 33, $ 66,2.7 $ 33, % 6,39.69, , Work Experience JUN JUNFIN Cumulative YTD % Spent Staff WEX Salaries 3, , , % Staff WEX Fringe (3,483.96) 6, , % Stipends 3, , , % Total 4,6.8 2, , % Percentage Spent 7% 28% 59

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62 6

63 WORKFORCE INVESTMENT BOARD WorkLink Workforce Investment Area GRANT BUDGET SUMMARY Service ProviderEckerd Workforce Developmen Contract # 8A295H4 & 8D295H4 Project/Activity SC Works Adult-DW Services CATEGORIES STAFF COSTS (Salaries & Fringe Benefits) OPERATING COSTS TRAINING COSTS SUPPORTIVE SERVICE COSTS Training Fees/Professional Fees/ Profit Indirect Costs Total Budget Costs Percentage of Budget Cost Limitations Funding SourceWIOA Adult & DLW Formula Funds Modification # Original ADULT DLW Administration Non- Administration Total Budget Amount $ 286,433 $ 39,58 $ 325,94 $ 325,94 $ 24,5 $ 3,23 $ 27,38 $ 27,38 $ 29,562 $ 37,57 $ 329,33 $ 329,33 $ 7,5 $,99 $ 9,49 $ 9,49 $ 3,9 $ 54 $ 4,44 $ 4,44 $ 38,69 $ 5,445 $ 43,64 $ 43,64 $ 65,75 $ 88,285 $ - $ 74, $ 74, 88% 2% % 2% Maximum At least 98% % 62

64 WORKFORCE INVESTMENT BOARD WorkLink Workforce Investment Area COST AND PRICE ANALYSIS WORKSHEET Service Provider Eckerd Workforce Development Contract # 8A295H4 & 8D295H4 Project/ Activity SC Works Adult-DW Services Funding Source WIOA Adult & DLW Formula Funds Mod # Original NON- SALARIES, FRINGE BENEFITS, & INDIRECT COST ADULT DLW ADMINISTRATION ADMINISTRATION Staff Salaries: Salary No. of % of TOTAL Position Title Per Month Months Time AMOUNT % Amount % Amount % Amount % Amount. Sr. Ops Director 2. Fiscal Account Rep 3. Region Manager 5. WF Operations Assistant 6. Program Manager (Case Mgmt) 7. Career Coach (Anderson) 8. Career Coach (Oconee) 9. Career Coach (Pickens). Career Coach (Anderson) STAFF & INDIRECT COST - BUDGET SUMMARY $ 8, % $ 4, % $ 4,269 2.% $ 582 % $ 4,85.35 $ 3, % $ 6, % $ 5,857 2.% $ 799 % $ 6,656. $ 5, % $ 3,. 88.% $,528 2.% $,572 % $ 3,. $ 2, % $ 22, % $ 9,884 2.% $ 2,7 % $ 22,595.4 $ 4,4 2 % $ 48, % $ 42,66 2.% $ 5,87 % $ 48, $ 3,38 2 % $ 4, % $ 35,693 2.% $ 4,867 % $ 4,56. $ 3,2 2 % $ 37, % $ 32,947 2.% $ 4,493 % $ 37,44. $ 3,27 2 % $ 39, % $ 34,54 2.% $ 4,7 % $ 39,25.2 $ 3,2 2 % $ 37, % $ 32,947 2.% $ 4,493 % $ 37,44. TOTAL SALARIES $ 25,37.39 $ 22, $ 3,44.57 $ 25,37.39 FRINGE BENEFITS: FICA X 7.65% $ 9, % $ 6, % $ 2,49.4 % $ 9,53.4 Unemployment X.63% $, % $, % $ 98.6 % $, Workers Comp X.% $ 2, % $ 2, % $ % $ 2,53.7 Retirement (43b Match) X 3.% $ 7, % $ 6, % $ % $ 7,5.4 Healthcare X 7.9% $ 44, % $ 39, % $ 5,58.46 % $ 44, X.% TOTAL FRINGE BENEFITS $ 75,57.6 $ 66,6.54 $ 9, $ 75,57.6 INDIRECT COST: RATE $ 363, X 2.% $ 43, % $ 38, % $ 5,445.3 % $ 43,64.46 TOTAL COST $ 369, % $ 324, % $ 44, % $ 369,555.9 Each position must be supported by a job description. A complete "Per Person" cost analysis must be completed and attached as an Exhibit. A current copy of your "Indirect Cost Rate" as approved by your Cognizant Agency and description of the costs covered must be attached to the budget as an Exhibit 63

65 WORKFORCE INVESTMENT BOARD WorkLink Workforce Investment Area COST AND PRICE ANALYSIS WORKSHEET Service Provider Eckerd Workforce Development Contract # 8A295H4 & 8D295H4 Mod: Original Project/Activity SC Works Adult-DW Services Fund Source WIOA Adult & DLW Formula Funds Categories & Line Items Total Cost ADULT DLW Non- Administration OPERATING COSTS. Facility Rent, Utilities, Maintenance, etc..2 Staff Expendable Supplies & Materials.3 Program Outreach Expenses (Brochures, Flyers, etc.).4 Copy & Print Expenses.5 Communications (Phone, Fax, Internet, etc.).6 Staff Travel $ - $ - $ - $ - $ 3,56 $ 3,2 $ 36 $ 3,56 $ 25 $ 25 $ - $ 25 $ 2,85 $ 2,5 $ 35 $ 2,85 $ 7,34 $ 6,5 $ 84 $ 7,34 Local Mileage cost $ 5,5 $ 5, $ 5 $ 5,5 Non-Local Mileage cost $ - $ - $ - $ - Non-Local Per Diem/Lodging Cost $ - $ - $ - $ -.7 Staff Taining / Technical Services Costs (Conf, Training, Back Ground Chk etc.).8 Non-Expendable Equipment Purchases (Computers, software, etc Non-Expendable Equipment Purchases (Computer Leases) Wide Area Network (WAN) Equipment and Computer Software.9 Postage (Stamps, FedEx, etc.) TOTAL OPERATING COSTS TRAINING COSTS 2. WI Customer Supplies & Materials Costs 2.2 WI Customer Book Costs 2.3 WI Customer Credential Exam Fees (C.N.A., GED, TABE, WorkKeys, WI Customer Individualized Training Costs 2.5 Tuition Cost (Adult Education Skill Upgrade & GED) 2.6 Other Individualized Training Cost (TCTC Pre-Employment Work 2.6 Individual Training Account/Voucher Cost 2.8 WI Customer On-the-Job Training Costs Reimbursable Wages TOTAL TRAINING COSTS SUPPORTIVE SERVICES COSTS 3. WI Customer Incentives (Youth Only) 3. WI Customer Transportation Costs 3.2 WI Customer Childcare Costs 3.4 Training Support Materials (Uniforms, Drug Screens, Background Checks, et 3.3 WI Customer Emergency Assistance (Rent, Car Repair, etc.) 3.6 Laptop Incentive (Youth Only) TOTAL SUPPORTIVE SERVICES COSTS TRAINING/PROFESSIONAL FEES/PROFIT 4. Profit (Professional Fee - 5%) Can be tied to Performance $ 4,75 $ 4,3 $ 45 $ 4,75 $ - $ - $ - $ - $ 2,2 $,65 $ 55 $ 2,2 $ 93 $ 75 $ 8 $ 93 $ 27,38 $ 24,5 $ 3,23 $ 27,38 $ - $ - $ - $ - $ - $ - $ - $ - $,2 $, $,2 $,2 $ - $ - $ - $ - $ - $ - $ - $ - $ 37,933 $ 28,562 $ 36,37 $ 37,933 $ - $ - $ - $ - $ 329,33 $ 29,562 $ 37,57 $ 329,33 $ - $ - $ - $ - $ 5,34 $ 4, $,34 $ 5,34 $ 55 $ 5 $ 5 $ 55 $ 3, $ 2,5 $ 5 $ 3, $ 6 $ 5 $ $ 6 $ - $ - $ 9,49 $ 7,5 $,99 $ 9,49 $ - $ - $ - $ General Liability Insurance $ 4,44 $ 3,9 $ 54 $ 4,44 TOTAL FEES / PROFIT COSTS $ 4,44 $ 3,9 $ 54 $ 4,44 * A Complete cost and price analysis of Actual/Projected cost must be attached to the budget as an Exhibit 64

66 WORKFORCE INVESTMENT BOARD WorkLink Workforce Investment Area CLIENT FLOW PROJECTIONS Service Provider Eckerd Workforce Development Contract # 8A295H4 & 87D295H4 Project Activity SC Works Adult-DW Services Fund Source WIOA Adult & DLW Formula Funds Mod# Original Clients Served Clients Exited Active Period Carryover New Cumulative Positive Negative Cumulative Clients July August September October November December January February March April May June Actual PY7 Carryovers New PY8 WIOA Enrollments 23 Active Follow-up 88 Total Served 57 Estimated PY8 Carryovers 2 Active Clients equal Cumulative Clients Served minus Cumulative Clients Exited 65

67 WORKFORCE INVESTMENT BOARD WorkLink Workforce Investment Board BUDGET FLOW PROJECTIONS Service Provider Eckerd Workforce Development Contract # 8A295H4 & 8D295H4 Project/Activity SC Works Adult-DW Services Fund Source WIOA Adult & DLW Formula Funds Mod# Original Cumulative Expenditures Non- Period Administration % Administration % Totals % July-8 $. % $6, % $6, % August-8 $. % $6, % $6, % September-8 $. % $6, % $6, % October-8 $. % $6, % $6, % November-8 $. % $6, % $6, % December-8 $. % $6, % $6, % January-9 $. % $6, % $6, % February-9 $. % $6, % $6, % March-9 $. % $6, % $6, % April-9 $. % $6, % $6, % May-9 $. % $6, % $6, % June-9 $. % $6, % $6, % 66

68 WorkLink SC Works PY8 Budget Draft Adult-DW Staff Postions Staff PY7 Budget Mod #2 PY 8 Original Amt of Increase or Decrease. Sr. Ops Director Kal Kunkel $ 2,652. $ 4,85.35 $ 2, Fiscal Account Rep Rimy Jasaal $ 6,6. $ 6,656. $ Region Manager Renee Alexander $ 4,43. $ 3,. $ (,329.99) 5. WF Operations Assistant Charlotte McDonald $ 22,67.6 $ 22,595.4 $ Program Manager (Case Mgmt) Steve Riddle $ 48,23. $ 48, $ Career Coach (Anderson) John T Parnell $ 4,4. $ 4,56. $ Career Coach (Oconee) Alyssa Simmons $ 38,.6 $ 37,44. $ (56.6) 9. Career Coach (Pickens) William Hunter $ 39,57.2 $ 39,25.2 $ Career Coach (Anderson) Amanda Mason $ - $ 37,44. $ 37,44.. Career Coach (Anderson) Charles Morgan $ 4,995.2 $ - $ (4,995.2) Sub-Total of Staff Costs $ 252,579.6 $ 25,37.39 $ (2,28.2) Fringe Benefits Rate FICA 7.65% $ 9, % $ 9,53.4 $ (68.93) Unemployment.98% $ 2, % $, $ (92.95) Workers Comp.% $ 2,525.8.% $ 2,53.7 $ (22.9) Retirement (43b Match) 2.5% $ 4, % $ 7,5.4 $ 2, Healthcare 7.2% $ 42, % $ 44, $ 2,28. Sub-Total Fringe: 29.33% $ 7, % $ 75,57.6 $ 3, TOTAL $ 324, $ 325,94.45 $,

69 WorkLink SC Works PY8 Budget Draft Adult-DW PY7 Budget Mod #2 PY 8 Original Amt of Increase or Decrease Operating Costs. Facility, Utilities, Maintennace $ - $ - $ -.2 Staff Consummable Supplies $ 3,6 $ 3,56 $ (4).3 Advertising, Outreach $ 96 $ 25 $ (7).4 Copy, Print $ 3, $ 2,85 $ (5).5 Communications $ 7,48 $ 7,34 $ (4).6 Staff Travel $ 8,96 $ 5,5 $ (3,46).7 Staff Conferences, Training $ 4,2 $ 4,75 $ 55.8 Staff Equipment / Computer Leases / Software $ 3,3 $ 2,2 $ (,).9 Postage $,8 $ 93 $ (87) Sub-Total Operating $ 33,32 $ 27,38 $ (5,922) Training 2.3 Credential Exams & Assessments $ 2,25 $,2 $ (,5) 2.5 Tuition (Adult Education) $ - $ - $ Tuition (College or Vocational) $ 42,93 $ 37,933 $ (2,998) 2.8 On-the-Job Training $ - $ - $ - Sub-Total Training $ 433,8 $ 329,33 $ (4,48) Supportive Services 3. Transportation $ 4,5 $ 5,34 $ Childcare $, $ 55 $ (45) 3.3 Emergency Assistance $, $ 6 $ (4) 3.4 Training Support Materials $ 5, $ 3, $ (2,) Sub-Total of Supportive Services $,5 $ 9,49 $ (2,9) Sub-Total of Contract Costs $ 82,36 $ 69,945 $ (,45) Indirect Cost & Fees Indirect Cost 8.86% $ 7,89 2.% $ 43,64 $ (27,475) General Liability Ins..75% $ 6,55.6% $ 4,44 $ (2,) Sub-Total of Indirect & Fees $ 77,64 $ 48,54 $ (29,586) $ 88, $ 74, $ (4,) 68

70 WORKFORCE INVESTMENT BOARD WorkLink Workforce Investment Area GRANT BUDGET SUMMARY Service ProviderEckerd Workforce Developmen Contract # 8A995H4 & 8D995H4 Project/Activity SC Works Operator Funding SourceWIOA Adult & DLW Formula Funds Modification # Original TRAINING COSTS SUPPORTIVE SERVICE COSTS Training Fees/Professional Fees/ Profit Indirect Costs CATEGORIES STAFF COSTS (Salaries & Fringe Benefits) OPERATING COSTS Total Budget Costs Percentage of Budget Cost Limitations ADULT DLW Administration Non- Administration Total Budget Amount $ 59,35 $ 8,55 $ 67,46 $ 67,46 $ 6,72 $,256 $ 7,977 $ 7,977 $ - $ - $ - $ - $ - $ - $ - $ - $ 449 $ 6 $ 5 $ 5 $ 8,4 $,93 $ 9,7 $ 9,7 $ 74,535 $,465 $ - $ 85, $ 85, 88% 2% % 2% Maximum At least 98% % 69

71 WORKFORCE INVESTMENT BOARD WorkLink Workforce Investment Area COST AND PRICE ANALYSIS WORKSHEET Service Provider Eckerd Workforce Development Contract # 8A995H4 & 8D995H4 Project/ Activity SC Works Operator Funding Source WIOA Adult & DLW Formula Funds Mod # Original NON- SALARIES, FRINGE BENEFITS, & INDIRECT COST ADULT DLW ADMINISTRATION ADMINISTRATION Staff Salaries: Salary No. of % of TOTAL Position Title Per Month Months Time AMOUNT % Amount % Amount % Amount % Amount. Sr. Ops Director 2. Fiscal Account Rep 3. Operations Director 4. One Stop Manager STAFF & INDIRECT COST - BUDGET SUMMARY $ 8,833 2 % $, % $,76 2.% $ 47 % $,223.3 $ 3, % $ 2,6. 88.% $,9 2.% $ 259 % $ 2,6. $ 6, % $ 3, % $ 3,35 2.% $ 45 % $ 3, $ 3,89 2 % $ 46, % $ 4,74 2.% $ 5,6 % $ 46, TOTAL SALARIES $ 53,83.3 $ 47,355.7 $ 6,457.6 $ 53,83.3 FRINGE BENEFITS: FICA X 7.65% $ 4, % $ 3, % $ 48.5 % $ 4,6.72 Unemployment X.63% $ % $ % $ % $ Workers Comp X.% $ % $ % $ 62.8 % $ Retirement (43b Match) X 3.% $, % $, % $ % $,64.4 Healthcare X 2.98% $ 6, % $ 6, % $ % $ 6, X.% TOTAL FRINGE BENEFITS $ 3, $,995.6 $,597. $ 3, INDIRECT COST: RATE $ 75, X 2.% $ 9, % $ 8, % $,92.85 % $ 9,7.4 TOTAL COST $ 76, % $ 67, % $ 9,47.56 % $ 76,53.6 Each position must be supported by a job description. A complete "Per Person" cost analysis must be completed and attached as an Exhibit. A current copy of your "Indirect Cost Rate" as approved by your Cognizant Agency and description of the costs covered must be attached to the budget as an Exhibit 7

72 WORKFORCE INVESTMENT BOARD WorkLink Workforce Investment Area COST AND PRICE ANALYSIS WORKSHEET Service Provider Eckerd Workforce Development Contract # 8A995H4 & 8D995H4 Mod: Original Project/Activity SC Works Operator Fund Source WIOA Adult & DLW Formula Funds Categories & Line Items Total Cost ADULT DLW Non- Administration OPERATING COSTS. Facility Rent, Utilities, Maintenance, etc..2 Staff Expendable Supplies & Materials.3 Program Outreach Expenses (Brochures, Flyers, etc.).4 Copy & Print Expenses.5 Communications (Phone, Fax, Internet, etc.).6 Staff Travel $ - $ - $ - $ - $ 2,472 $,865 $ 67 $ 2,472 $ - $ - $ - $ - $ 9 $ 792 $ 8 $ 9 $,659 $,462 $ 97 $,659 Local Mileage cost $ 2,46 $,84 $ 242 $ 2,46 Non-Local Mileage cost $ - $ - $ - $ - Non-Local Per Diem/Lodging Cost $ - $ - $ - $ -.7 Staff Taining / Technical Services Costs (Conf, Training, Back Ground Chk etc.) $ 8 $ 76 $ 84 $ 8.8 Non-Expendable Equipment Purchases (Computers, software, etc Non-Expendable Equipment Purchases (Computer Leases) Wide Area Network (WAN) Equipment and Computer Software.9 Postage (Stamps, FedEx, etc.) TOTAL OPERATING COSTS TRAINING COSTS 2. WI Customer Supplies & Materials Costs 2.2 WI Customer Book Costs 2.3 WI Customer Credential Exam Fees (C.N.A., GED, TABE, WorkKeys, SUPPORTIVE SERVICES COSTS 3. WI Customer Incentives (Youth Only) 3. WI Customer Transportation Costs 3.2 WI Customer Childcare Costs 3.4 Training Support Materials (Uniforms, Drug Screens, Background Checks, et 3.3 WI Customer Emergency Assistance (Rent, Car Repair, etc.) 3.6 Laptop Incentive (Youth Only) TOTAL SUPPORTIVE SERVICES COSTS TRAINING/PROFESSIONAL FEES/PROFIT 4. Profit (Professional Fee - 5%) Can be tied to Performance $ - $ - $ - $ - $ - $ - $ - $ - $ $ 82 $ 8 $ $ 7,977 $ 6,72 $,256 $ 7,977 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - WI Customer Individualized Training Costs 2.5 Tuition Cost (Adult Education Skill Upgrade & GED) $ - $ - $ - $ Other Individualized Training Cost (TCTC Pre-Employment Work $ - $ - $ - $ Individual Training Account/Voucher Cost $ - $ - $ - $ WI Customer On-the-Job Training Costs Reimbursable Wages $ - $ - $ - $ - TOTAL TRAINING COSTS $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ General Liability Insurance $ 5 $ 449 $ 6 $ 5 TOTAL FEES / PROFIT COSTS $ 5 $ 449 $ 6 $ 5 * A Complete cost and price analysis of Actual/Projected cost must be attached to the budget as an Exhibit 7

73 WORKFORCE INVESTMENT BOARD WorkLink Workforce Investment Board BUDGET FLOW PROJECTIONS Service Provider Eckerd Workforce Development Contract # 8A995H4 & 8D995H4 Project/Activity SC Works Operator Fund Source WIOA Adult & DLW Formula Funds Mod# Original Cumulative Expenditures Non- Period Administration % Administration % Totals % July-8 $. % $7,83.33 % $7,83.33 % August-8 $. % $7,83.33 % $7,83.33 % September-8 $. % $7,83.33 % $7,83.33 % October-8 $. % $7,83.33 % $7,83.33 % November-8 $. % $7,83.33 % $7,83.33 % December-8 $. % $7,83.33 % $7,83.33 % January-9 $. % $7,83.33 % $7,83.33 % February-9 $. % $7,83.33 % $7,83.33 % March-9 $. % $7,83.33 % $7,83.33 % April-9 $. % $7,83.33 % $7,83.33 % May-9 $. % $7,83.33 % $7,83.33 % June-9 $. % $7,83.33 % $7,83.33 % 72

74 WorkLink SC Works PY8 Budget Draft Adult-DW Staff Postions Staff PY7 Budget Mod # PY 8 Original Amt of Increase or Decrease. Sr. Ops Director Kal Kunkel $ 2,652. $,223.3 $ (,428.97) 2. Fiscal Account Rep Rimy Jasaal $ 2,2. $ 2,6. $ Operations Director Matt Fields $ 3,98. $ 3, $ (224.72) 4. One Stop Manager Karen Hamrick $ 47,52. $ 46, $ (827.) Sub-Total of Staff Costs $ 56,36. $ 53,83.3 $ (2,322.7) Fringe Benefits Rate FICA 7.65% $ 4, % $ 4,6.72 $ (77.68) Unemployment.98% $ % $ $ (22.8) Workers Comp.% $ % $ $ (23.23) Retirement (43b Match).95% $, % $,64.4 $ Healthcare 3.96% $ 7, % $ 6, $ (853.48) Sub-Total Fringe: 25.54% $ 4, % $ 3, $ (746.82) TOTAL $ 7, $ 67,46.2 $ (3,69.52) 73

75 WorkLink SC Works PY8 Budget Draft Adult-DW PY7 Budget Mod #2 PY 8 Original Amt of Increase or Decrease Operating Costs. Facility, Utilities, Maintennace $ - $ - $ -.2 Staff Consummable Supplies $ 2,4 $ 2,472 $ Advertising, Outreach $ - $ - $ -.4 Copy, Print $ 9 $ 9 $ -.5 Communications $ 789 $,659 $ 87.6 Staff Travel $ 2,69 $ 2,46 $ (23).7 Staff Conferences, Training $ 78 $ 8 $ 2.8 Staff Equipment / Computer Leases / Software $ 3 $ - $ (3).9 Postage $ 47 $ $ (47) Sub-Total Operating $ 7,25 $ 7,977 $ 952 Training 2.3 Credential Exams & Assessments $ - $ - $ Tuition (Adult Education) $ - $ - $ Tuition (College or Vocational) $ - $ - $ On-the-Job Training $ - $ - $ - Sub-Total Training $ - $ - $ - Supportive Services 3. Transportation $ - $ - $ Childcare $ - $ - $ Emergency Assistance $ - $ - $ Training Support Materials $ - $ - $ - Sub-Total of Supportive Services $ - $ - $ - Sub-Total of Contract Costs $ 77,5 $ 75,383 $ (2,8) Indirect Cost & Fees Indirect Cost 8.86% $ 6,867 2.% $ 9,7 $ 2,24 General Liability Ins..75% $ 633.6% $ 5 $ (23) Sub-Total of Indirect & Fees $ 7,499 $ 9,67 $ 2,8 $ 85, $ 85, $ () 74

76 Worklink Investment Board Contract Number: 376 Tiger Blvd. Invoice Number: Clemson, SC 2963 Attn: Jennifer Kelly Invoice Month: Period Covered: Total Amount Due: $ 67,369 ECKERD YOUTH ALTERNATIVES, INC. N. Starcrest Drive, Clearwater, FL INVOICE 8A295H /3/28 July, 28 - June 3, 29 Eckerd Goal: AUGUST 6.7%.% Line Item Budget 55-2 Cumulative Cost YTD Remaining Balance Percent Spent YTD - $ -.% Staff Salary Total $ 22,326 6, ,9.83 $ 85, % Fringe Benefit Total 5xx $ 66,7 4, , $ 56, % TOTAL STAFF COSTS $ 286,433 2, ,384.6 $ 242, % Operating Costs:. Facility, Utilities 685 $ - - $ -.%.2 Staff Expendable Supplies & Materials 6 $ 3, $ 2, %.3 Program Outreach Expenses (Brochures 6735 $ $ 25.6.%.4 Copy & Print Expenses 673 $ 2,5 - - $ 2,5..%.5 Communications (Phone, Fax, Internet, e 627 $ 6, $ 5, %.6 Staff Travel 6xx $ 5, $ 4, %.7 Staff Training/Technical Services Costs 55 $ 4,3 - - $ 4,3..%.8 Non-Expendable Equipment Purchases 695 $, $,65..%.9 Postage (Stamps, FedEx, etc) 65 $ $ % TOTAL OPERATING COSTS $ 24,5 8.8, $ 22, % Training Costs: 2.3 WI Customer Credential Exam Fees (CA 6525 $, $ 9, % 2.6 Individual Training Account/Voucher Cos 653 $ 28,562 4,357. 7,52.3 $ 2, % TOTAL TRAINING COSTS $ 29,562 4,89.9 7,626.3 $ 22, % Supportive Services Costs : 3. WI Customer Transportation Costs 6485 $ 4, $ 3, % 3.2 WI Customer Childcare Costs 666 $ $ 5..% 3.4 Training Support Materials 6545 $ 2, $ 2, % 3.3 WI Customer Emergency Assistance 6596 $ $ 5..% TOTAL SUPPORTIVE SERVICES COSTS $ 7, $ 6, % Training/Professional Fees/Profit: 4.2 General Liability Insurance 635 $ 3, $ 3, % TOTAL FEES / PROFIT COSTS $ 3, $ 3, % 4. INDIRECT COST:.2 $ 38,69 2, , $ 32, % CONTRACT TOTAL : $ 65,75 67, , , % 528,

77 Worklink Investment Board Contract Number: 376 Tiger Blvd. Invoice Number: Clemson, SC 2963 Attn: Jennifer Kelly Invoice Month: Period Covered: Total Amount Due: $ 5,34 ECKERD YOUTH ALTERNATIVES, INC. N. Starcrest Drive, Clearwater, FL INVOICE 8D295H /3/28 July, 28 - June 3, 29 Eckerd Goal: AUGUST 6.7%.% Line Item Budget 56-2 Cumulative Cost YTD Remaining Balance Percent Spent YTD Staff Salary Total $ 3,45 2, ,657. $ 25, % Fringe Benefit Total 5xx $ 9, ,3.36 $ 8, % TOTAL STAFF COSTS $ 39,59 2, , $ 33, % Operating Costs:. Facility, Utilities 685 $ - - $ -.%.2 Staff Expendable Supplies & Materials 6 $ $ %.3 Program Outreach Expenses (Brochures 6735 $ $ -.%.4 Copy & Print Expenses 673 $ $ 35..%.5 Communications (Phone, Fax, Internet, e 627 $ $ %.6 Staff Travel 6xx $ $ %.7 Staff Training/Technical Services Costs 55 $ $ %.8 Non-Expendable Equipment Purchases 695 $ $ 55..%.9 Postage (Stamps, FedEx, etc) 65 $ $ % TOTAL OPERATING COSTS $ 3, $ 2, % Training Costs: 2.3 WI Customer Credential Exam Fees (CAN 6525 $,2 - - $,2..% 2.6 Individual Training Account/Voucher Cos 653 $ 36,37,692. 2,96.24 $ 23, % TOTAL TRAINING COSTS $ 37,57,692. 2,96.24 $ 24, % Supportive Services Costs : 3. WI Customer Transportation Costs 6485 $, $,34..% 3.2 WI Customer Childcare Costs 666 $ $ 5..% 3.4 Training Support Materials 6545 $ $ % 3.3 WI Customer Emergency Assistance 6596 $ - - $..% TOTAL SUPPORTIVE SERVICES COSTS $, $, % Training/Professional Fees/Profit: 4.2 General Liability Insurance 635 $ $ % TOTAL FEES / PROFIT COSTS $ $ % 4. INDIRECT COST:.2 $ 5, $ 4, % Contract Total $ 88,285 5,34. 2, $ 67, % 76

78 Worklink Investment Board Contract Number: 376 Tiger Blvd. Invoice Number: Clemson, SC 2963 Attn: Jennifer Kelly Invoice Month: Period Covered: Total Amount Due: $ 5,668 ECKERD YOUTH ALTERNATIVES, INC. N. Starcrest Drive, Clearwater, FL INVOICE 8A995H /3/28 July, 28 - June 3, 29 Eckerd Goal: AUGUST 6.7%.% Line Item Budget 92-2 Cumulative Cost YTD Remaining Balance Percent Spent YTD Staff Salary Total $ 47,356 3, ,39.33 $ 39, % Fringe Benefit Total 5xx $, ,98.6 $, % TOTAL STAFF COSTS $ 59,35 4, ,38.93 $ 5, % Operating Costs:. Facility, Utilities $ -.%.2 Staff Expendable Supplies & Materials 6 $, $,865..%.3 Program Outreach Expenses (Brochures, 6735 $ $ -.%.4 Copy & Print Expenses 673 $ $ %.5 Communications (Phone, Fax, Internet, etc 627 $, $, %.6 Staff Travel 6xx $, $, %.7 Staff Training/Technical Services Costs 55 $ $ %.8 Non-Expendable Equipment Purchases 695 $ $ -.%.9 Postage (Stamps, FedEx, etc) 65 $ $ 82..% TOTAL OPERATING COSTS $ 6, $ 6,6.2.5% Training Costs: 2.3 WI Customer Credential Exam Fees (CAN 6525 $ $ -.% 2.6 Individual Training Account/Voucher Cost 653 $ $ -.% TOTAL TRAINING COSTS $ $ -.% Supportive Services Costs : 3. WI Customer Transportation Costs 6485 $ $ -.% 3.2 WI Customer Childcare Costs 666 $ $ -.% 3.3 WI Customer Emergency Assistance 6596 $ $ -.% 3.4 Training Support Materials 6545 $ $ -.% TOTAL SUPPORTIVE SERVICES COSTS $ $ -.% Training/Professional Fees/Profit: 4.2 General Liability Insurance 635 $ $ % TOTAL FEES / PROFIT COSTS $ $ % 4. INDIRECT COST:.2 $ 8, ,29.45 $ 6, % Contract Total $ 74,535 5,667.77,288.2 $ 63, % 77

79 Worklink Investment Board Contract Number: 376 Tiger Blvd. Invoice Number: Clemson, SC 2963 Attn: Jennifer Kelly Invoice Month: Period Covered: Total Amount Due: $ 82 ECKERD YOUTH ALTERNATIVES, INC. N. Starcrest Drive, Clearwater, FL INVOICE 8D995H /3/28 July, 28 - June 3, 29 Eckerd Goal: AUGUST 6.7%.% Line Item Budget 92-2 Cumulative Cost YTD Remaining Balance Percent Spent YTD Staff Salary Total $ 6, ,46.7 $ 5, % Fringe Benefit Total 5xx $, $, % TOTAL STAFF COSTS $ 8, ,32.42 $ 6, % Operating Costs:. Facility, Utilities $ -.%.2 Staff Expendable Supplies & Materials 6 $ $ 67..%.3 Program Outreach Expenses (Brochures, 6735 $ $ -.%.4 Copy & Print Expenses 673 $ $ %.5 Communications (Phone, Fax, Internet, et 627 $ $ %.6 Staff Travel 6xx $ $ %.7 Staff Training/Technical Services Costs 55 $ $ %.8 Non-Expendable Equipment Purchases 695 $ $ -.%.9 Postage (Stamps, FedEx, etc) 65 $ $ 8..% TOTAL OPERATING COSTS $, $, % Training Costs: 2.3 WI Customer Credential Exam Fees (CAN 6525 $ $ -.% 2.6 Individual Training Account/Voucher Cost 653 $ $ -.% TOTAL TRAINING COSTS $ $ - #DIV/! Supportive Services Costs : 3. WI Customer Transportation Costs 6485 $ $ -.% 3.2 WI Customer Childcare Costs 666 $ $ -.% 3.3 WI Customer Emergency Assistance 6596 $ $ -.% 3.4 Training Support Materials 6545 $ $ -.% TOTAL SUPPORTIVE SERVICES COSTS $ $ -.% Training/Professional Fees/Profit: 4.2 General Liability Insurance 635 $ $ % TOTAL FEES / PROFIT COSTS $ $ % 4. INDIRECT COST:.2 $, $ % CONTRACT TOTAL: $, ,6.52 $ 8, % 78

80 Worklink Investment Board Contract Number: 376 Tiger Blvd. Invoice Number: Clemson, SC 2963 Attn: Jennifer Kelly Invoice Month: Period Covered: Total Amount Due: $ 3,35 ECKERD YOUTH ALTERNATIVES, INC. N. Starcrest Drive, Clearwater, FL INVOICE 7R295E /3/28 May 4, 28 - July 4, 29 Eckerd Goal: AUGUST 6.7%.% Line Item Budget 56-2 Cumulative Cost YTD Remaining Balance Percent Spent YTD Staff Salary Total 5 $ 43,776 2,448. 2,736. $ 4,4. 6.3% Fringe Benefit Total 5xx $ 2, $ 2, % TOTAL STAFF COSTS $ 56,5 2, ,58.25 $ 53, % Operating Costs:. Facility, Utilities 685 $ - - $ -.%.2 Staff Expendable Supplies & Materials 6 $ 2, $, %.3 Program Outreach Expenses (Brochures 6735 $ $ -.%.4 Copy & Print Expenses 673 $ 2, - - $ 2,..%.5 Communications (Phone, Fax, Internet, e 627 $ $ %.6 Staff Travel 6xx $ 6, $ 6, %.7 Staff Training/Technical Services Costs 55 $,3 - - $,3..%.8 Non-Expendable Equipment Purchases 695 $, $,925..%.9 Postage (Stamps, FedEx, etc) 65 $ $ 4..% TOTAL OPERATING COSTS $ 4, $ 4, % Training Costs: 2.3 WI Customer Credential Exam Fees (CAN 6525 $ $ -.% 2.6 Individual Training Account/Voucher Cos 653 $ $ -.% TOTAL TRAINING COSTS $ $ - #DIV/! Supportive Services Costs : 3. WI Customer Transportation Costs 6485 $ $ -.% 3.2 WI Customer Childcare Costs 666 $ $ -.% 3.4 Training Support Materials 6545 $ $ -.% 3.3 WI Customer Emergency Assistance 6596 $ $ -.% TOTAL SUPPORTIVE SERVICES COSTS $ $ -.% Training/Professional Fees/Profit: 4.2 General Liability Insurance 635 $ $ % TOTAL FEES / PROFIT COSTS $ $ % 4. INDIRECT COST:.2 $ 8, $ 8, % Contract Total $ 8,87 3, , $ 76, % 79

81 Worklink Investment Board Contract Number: 8Y495E 376 Tiger Blvd. Invoice Number: Clemson, SC 2963 Invoice Month: 8/3/28 Attn: Jennifer Kelly Period Covered: Total Amount Due: $ 42,9 ECKERD YOUTH ALTERNATIVES, INC. N. Starcrest Drive, Clearwater, FL INVOICE 58-2 July, 28 - June 3, 29 Eckerd Goal: AUGUST 6.7%.% Line Item Budget 58-2 Cumulative Cost YTD Remaining Balance Percent Spent YTD Staff Salary Total $ 33,76 27, ,2.65 $ 26, % Fringe Benefit Total 5xx $ 85,567 6, , $ 73, % TOTAL STAFF COSTS $ 399,283 33, , $ 333, % Operating Costs: Facilities 685 $ 9,6 - - $ 9,6..% Communications (Phone, Fax, Internet, etc 627 $ 6, $ 5, % Postage 65 $, $, % Staff Travel 65+ $ 8, $ 7, % Staff Training 55 $, $ % Office/Desktop Supplies and Materials 6 $, $ % Copying 673 $,2 - - $,2..% Software Licenses 695 $, $,925..% Participant Outreach 6735 $ $ 5..% TOTAL OPERATING COSTS $ 3,6, ,29.6 $ 29, % Training Costs: Work Experience Stipends 655 $ 4, 3, ,45.3 $ 34, % Tuition Cost 652 $, - - $,..% Instructional Supply Cost 6595 $ 2,5 - - $ 2,5..% Other Individualized Training Cost 6525 $ 2, - - $ 2,..% Individual Training Account/Voucher Cost 653 $ 4, $ 4, % TOTAL TRAINING COSTS $ 78,834 3, ,45.3 $ 73, % Supportive Services Costs : Child Care 666 $ $ 25..% Transportation 6485 $ 3, $ 3,8. 3.% Client Incentives 6585 $ 7, $ 6,4. 3.5% Client Training Support Materials 6545 $ 2,2 - - $ 2,2..% WI Customer Supplies and Materials 6546 $ 2, - - $ 2,..% Client Emergency Assistance & Expungem 6596 $ $ 875..% TOTAL SUPPORTIVE SERVICES COSTS $ 35, ,2. $ 34, % Training/Professional Fees/Profit: General Liability Insurance 635 $ 3, $ 3, % TOTAL FEES / PROFIT COSTS $ 3, $ 3, INDIRECT COST:.2 $ 5,97 4, ,57.55 $ 43, % Contract Total $ 6, $ 42,9 $ 82,572 $ 57, % 8

82 Revenue Program Adult Admin Adult Program DW Admin DW Program Youth Admin Youth Total PY 8 Allocation 593,9 65, ,94 53, 639,935 7,4,9,32 PY'8 Transfer of funds 3, - (3,) PY 7 Carryover 392,826 7,484 96,79 35,6 95,696 2,54 9,75,285,96 36, ,983 88,26 835,63 9,68 2,8,782 YTD July 28 Service Providers Eckerd - Adult/DW Serv 65,75-88, , 6,273 8% 6,667 8% 678,727 88, (4,) Eckerd - Operator 74,535 -, , 6,4 8% 7,83 8% 78,6 85, - Eckerd - Youth , - 6, 39,66 7% 5, 8% 56, ,86 (49,86) OJT 32, , - % 2,667 8% 32, - 32, Undesignated Funds 33,85 6,272 23, 4,82 27,845 79,898 - % 79,898 75,25 4,773 Total Pass-Through Cont,62, 6,272 3,86 4,82 727,845-2,76,898 7,334 5% 2,47 6% 2,69,564 2,39,985 (43,87) Total Revenue after Ob 223,86 76, 62,23 73,44 7,786 9,68 634,884 In-House Expenses Program Adult Admin Adult Program DW Admin DW Program Youth Admin Youth Total YTD Aug 28 Actual % Expended Goal Expended Goal % Expended Balance Accruals Balance after Accruals PY'7 Actual Net Change Salaries, Fringe, & Indire 65,25 58,325 57,825 56,2 9,425 98,95 526,85 6,695 2% 87,88 7% 466,55 466,55 5,5 26,339 SCW Centers Facility Co 72, 6, 6, 6,, 5, 25, 5,94 24% 35,833 7% 63,96 63,96 55,242 59,758 Billed to Partners for Fac (7,) (3,) (3,) - % (2,667) 7% (3,) (3,) (83,25) (46,795) Contractual & Outside Services 2,333 2,333 2,333 7, 73 %,67 7% 6,287 6,287 6, Travel, , , % 62 7% 3,494 3,494 4,68 (343) AOP BIS Transportation 5, 5, - % 833 7% 5, 5, 5, - Supplies , 25 % 333 7%,975,975, Insurance 3, 2,75 3, 8, %,458 7% 8,26 8,26 7,63,687 Postage % 83 7% Printing,85,85,85 5, % 925 7% 5,43 5,43 4, Web Site Hosting & Ren 5 2,75 5 2,5 5 2,75 8, 2,43 3%,333 7% 5,587 5,587 3,757 4,243 Memberships, Dues, & Prof Fees , 2 % 333 7%,8,8, Training ,8 - % 3 7%,8,8,95 (5) Job Fair / Hiring Event Expenses - - % - 7% R&M & Gas - WIA Car % 7% 6 6,78 (,8) Outreach (SC Works Cen, 25,25 - % 28 7%,25,25,42 28 Meeting Expense , % 458 7% 2,495 2,495-2, Total In-House 223,86 76,694 62,23 74,23 7,786 6,328 66,77 6,265 8%,28 7% 544,55-544,55 65,55 45,75 Actual % Expended Goal Expended Goal % Expended Balance 8

83 Rapid Response IWT Grants Grant # Company Awarded Spent Balance Status 6RRIWT8 Imperial Die Casting $ 5,75. $ 4,79.62 $ 8,895. FINAL 7RRIWT4 Siemag* $ 4,54. $ 32,337. $ 8,23. PENDING *$7,35 pending reimbursement request 7RRIWT Ideal Steel $ 64,24. $ 59,926. $ 4,34. ONGOING 7RRIWT4 Patriot Automation $ 53,84. $ - $ 53,84. ONGOING 82

84 7IWT Grant # Company Requested Awarded Spent Balance 7IWT- Allegro Industries $ 2,59. $ 2,59. $ 2,59. $. 7IWT-2 Nutra $ 9,8. $ 9,8. $ 6,275. $ 2,95. 7IWT-3 Proper Polymers $ 42,4. $ 42,4. $ - $ 42,4. 7IWT-4 Mergon $ 93,475. $ 85,828.9 $ - $ 85,828.9 $ 5,. $ 8,866. $ 4,

85 Adult 28 PY8 OJT Summary Assigned CM Enrollment Code State ID Employer County Start Date End Date Completion Total Training Hours Hourly Wage Rate Reimbursm ent Rate Maximum Reimbursem ent Contract Number Name Deobligated E. Wilson A. Mason Adult Advanced Machining & Fab. Anderson 7/6/28 /29/28 N/A 48 $5. 75% $5,4. $5, M. Whitner A. Simmons Adult J. Davis Construction Oconee 8/6/28 /29/28 N/A 48 $2. 75% $4,32. $4, A. Parham B. Hunter Adult Michelin North America Anderson 8/2/28 2/3/28 N/A 464 $. 5% $2,552. $2, N. Keels J. Parnell Adult Michelin North America Anderson 8/2/28 2/3/28 N/A 464 $. 5% $2,552. $2, A. Fowler K. Hamrick Adult Michelin North America Anderson 8/2/28 2/3/28 N/A 464 $. 5% $2,552. $2,552. Ending Amount PAID DW 282 Hours Average Total Total Budget Remaining Anderson $3,56. 75% Trained Wage Obligated Deobligated Net Amount Paid Balance $32,. $4,624. Pickens $. % 2352 $2. $7,376. $. $7,376. $. $. Oconee $4,32. 25% Net Obligated $7,376. Contract Number Name Assigned CM Enrollment Code State ID Employer County Start Date End Date Total Training Hours Hourly Wage Rate Reimburs ment Rate Maximum Reimburse ment Deobligated Ending Amount PAID Balance $. $. Budget Remaining Anderson $. #DIV/! Hours Trained Average Wage Total Obligated Total Deobligated Net Amount Paid Balance $. $. Pickens $. #DIV/! #DIV/! $. $. $. $. $. Oconee $. #DIV/! Net Obligated $. 84

86 Transportation Grant Summary # of Individuals: ELECTRIC CITY TRANSIT PY7 September Training Access Employment Access Maintained or Completed Training TOTAL RIDERSHIP Goal Percentage 6% Grant Award Total All Invoices Rec'd Remaining Balance 3,937 Services began 9/8/7, Grant Ends 2/3/8 October November December % 44% 39% 7,38 5,954 8,954 January % 9,222 February March % 42% 6,472 9,643 April % May % June % 6,228 Spent Grant to Date - Goal to spend Report as of TOTALS %,. 57,78. 42, % 76%

87 REVISED/APPROVED BY YOUTH COMMITTEE 8/3/8 ENROLLMENT COMMITMENTS As an enrolled participant in Palmetto Youth Connections I will: ) Attend at least 75% of my classroom instruction hours per week minimum. I understand that transportation reimbursement is not allowed unless I attend the minimum training hours per week. Initials of Participant, Parent (if applicable) and Career Coach 2) If Basic Skills Deficient, attend tutoring sessions weekly until I make a program skills gain in Math/Reading. 3) Attain my High School Diploma or GED or complete Occupational Skills Training (for example: Hospitality/ServSafe, CNA, Forklift, and EKG). 4) Review WIOA Orientation information with my Career Coach and register for employment with the SC Works system. 5) Attend and complete Career Smart Soft Skills Workshops: Resume, NIOSH, Financial Literacy, Employability, Critical Thinking, Social Networking, and Entrepreneurial and complete a mock interview with PYC Staff. 6) Complete a career counseling session with my Career Coach and complete the Career Pathway Process and review of Labor Market Information (LMI) to make informed career choices. 7) Complete the WIN exam 8) Gain employment, enroll in post-secondary or enlist in the military after completing my High School Diploma/GED, or occupational skills training. 9) Retain employment or post-secondary enrollment for one full year after program exit. Expect follow up services for one year to monitor retention. ) Update my Career Coach of any new phone numbers, address changes, address or alternate contact changes ) Update Career Coach of any new employment changes and complete the Employment Verification form as needed 2) Follow the rules and regulations of the Anderson, Oconee or Pickens County Adult Education Centers I agree to maintain weekly contact with my assigned Career Coach by , phone, and/or text message or in person during enrollment as well as follow the above commitments. Student Signature: Date: Career Coach Signature: Date: Parent/Guardian Signature (If under age 8): Date: PYC 7/28 86

88 REVISED/APPROVED BY YOUTH COMMITTEE 8/3/8 ENROLLMENT COMMITMENTS As an enrolled participant in Palmetto Youth Connections I will: ) Attend at least 75% of my classroom instruction hours per week minimum. I understand that transportation reimbursement is not allowed unless I attend the minimum training hours per week. Initials of Participant, Parent (if applicable) and Career Coach 2) If Basic Skills Deficient, attend tutoring sessions weekly until I make a program skills gain in Math/Reading. 3) Attain my High School Diploma or GED or complete Occupational Skills Training (for example: Hospitality/ServSafe, CNA, Forklift, and EKG). 4) Review WIOA Orientation information with my Career Coach and register for employment with the SC Works system. 5) Attend and complete Career Smart Soft Skills Workshops: Resume, NIOSH, Financial Literacy, Employability, Critical Thinking, Social Networking, and Entrepreneurial and complete a mock interview with PYC Staff. 6) Complete a career counseling session with my Career Coach and complete the Career Pathway Process and review of Labor Market Information (LMI) to make informed career choices. 7) Complete the WIN exam 8) Gain employment, enroll in post-secondary or enlist in the military after completing my High School Diploma/GED, or occupational skills training. 9) Retain employment or post-secondary enrollment for one full year after program exit. Expect follow up services for one year to monitor retention. ) Update my Career Coach of any new phone numbers, address changes, address or alternate contact changes ) Update Career Coach of any new employment changes and complete the Employment Verification form as needed 2) Follow the rules and regulations of the Anderson, Oconee or Pickens County Adult Education Centers I agree to maintain weekly contact with my assigned Career Coach by , phone, and/or text message or in person during enrollment as well as follow the above commitments. Student Signature: Date: Career Coach Signature: Date: Parent/Guardian Signature (If under age 8): Date: PYC 7/28 87

89 WorkLink WIOA INSTRUCTION LETTER NO.: PY 8-2 Revised (replaces Instruction Letter -2) SUBJECT: Youth Local Supportive Service Policy and Incentive Payment Guidelines ISSUANCE EFFECTIVE EXPIRATION DATE: xxxx xx, 28 DATE: July, 28 Date: Indefinite PURPOSE: The purpose of this instruction is to establish guidelines for providing supportive services and incentive payments for WIOA participants in the local WorkLink Workforce Development Area. BACKGROUND: The goal of the Workforce Innovation and Opportunity Act is to provide individuals with the resources they need to gain and retain employment that pays self-sufficiency wages. The Act authorizes supportive services for individuals registered in WIOA programs who are receiving training or follow-up Services. WIOA permits incentive payments to youth participants registered in WIOA programs who are receiving training or follow up services. WIOA requires that supportive services be provided only to those unable to obtain services through other funding sources. Supportive services are provided as necessary to assist an individual in meeting their employment goals. Funding decisions should be made on a case-by-case basis, and the guidelines below are to assist staff in administering equitable and fair supportive services to participants. At assessment, youth participants are asked about their resources and support network. Participants who lack services, skills, or resources to get or keep a job are identified by the case manager and are provided community resource information that can be used to meet those needs. Referrals are made as appropriate to partner agencies and other community services. POLICY: WIOA is a payer of last resort, and so, only if a participant cannot obtain services by other means should WIOA provide supportive services. Case managers must document in case notes efforts to access non-wioa sources to justify providing supportive services through WIOA. It will be left to the discretion of the case manager that all non-wioa sources of funding have been exhausted. Also, WIOA participants must check with local agencies regarding emergency relief funds to address any onetime emergency costs. Incentive payments to youth participants are permitted for recognition and achievement, and are directly tied to goals of the youth participant including training activities, work experience, or follow up services. Budgetary Plan: When youth participants request supportive services, the case manager must assist the participant with a budgetary plan to ensure that the participant has the means to pay for 88

90 the services in the future. The budgetary plan also justifies the need to provide supportive services. This plan and the justification are kept in the participant s hard file and documented in a SCWOS case note. Supportive Service Log: A log is maintained by the case manager on each supportive service recipient. With this log, the case manager ensures that the maximum amount of services is not exceeded. As applicable, the participant file must also contain the referral to supportive services (see attachment), childcare vendor agreement, invoices, mileage calculation (MapQuest, Google, etc.) attendance sheets, and justification for paying the supportive services. Supportive Services Needs Determined at Assessment: Supportive services needs are determined upon enrollment into WIOA during assessment. Supportive services are limited to transportation and childcare expenses, emergency costs, and test fees. Supportive Service Payment Overview: All supportive service assistance payments issued on behalf of WIOA enrolled participants within the WorkLink Workforce Development Area will be issued on the basis of an established and documented need, identified as follows: a. Supportive Service assistance payments are limited to the amount necessary to satisfy the emergency and permit the WIOA enrolled participants to continue or complete the applicable WIOA activity. Payments cannot exceed $3, per program year without written approval of the Administrative Entity. b. A supportive service need that was identified during Assessment. c. A need that is identified due to an emergency occurring after the individual became a WIOA enrolled participant. Payments can only be made toward relief of situations continuing after the individual becomes a WIOA enrolled participant and cannot be made retroactive. d. With the exception of transportation reimbursement, all supportive service assistance payments will be issued directly to the vendor providing the needed assistance or service to the WIOA enrolled participants (i.e. childcare provider, automotive repair shop, gas or electric utility company, etc.). Under no circumstances will supportive services assistance payments be made directly to the WIOA enrolled participants. Who May Receive Supportive Services: Those who may receive supportive service assistance payments include those who meet the following criteria: a. Those who are actively participating in a WIOA activity for which he or she may not otherwise be able to continue or complete without supportive services assistance. There must be at least one open activity in SCWOS. Supportive Service Policy (Revised 8/29/28) Page 2 89

91 b. For participants in follow-up, there is no need for an open activity. In these cases, an entry in the case notes and supporting documentation in case file is required. c. Those who have established a supported or documented allowable need for assistance. d. Those who have presented documentation or evidence that all other reasonable means for getting non-wioa assistance/support have been exhausted. e. Those who are in need of employment related assistance during their normal 2- month follow-up period. f. Those who are not qualified for unemployment insurance compensation as well as those who have exhausted unemployment while registered in a WIOA activity. Allowable Supportive Services for WIOA Participants in Training Services -Youth Services: Medical Assistance - Limited funding is available to provide medical services required for an individual to participate in youth activities and/or training also to obtain or retain unsubsidized employment. Payments for medical assistance should be made to the provider not the participant. The maximum amount that can be paid per participant is $5 during participation in the program. Allowable Medical Assistance o Pre-employment/training physicals required by an employer or training program o Immunizations o Pre-employment drug tests o Dental extractions and dentures o Eyeglasses but not contact lenses or any type of eye surgery Work Clothing or Uniforms - Supportive Service funding can be provided for work clothing or uniforms required but no paid by an employer or training program. Clothing and uniforms include steel-toed shoes, hard hats, smocks, etc. Individuals needing general-purpose clothing should be referred to a community clothes bank or other agencies. The maximum amount for work clothing is $5 during participation in the program. Training Related Equipment - Pays for training related equipment not already covered, such as books and supplies. Background Checks - Pays for background checks, such as, motor vehicle records check, criminal records (SLED), etc. when required by the occupation or employer. Test fees - Pays for fees related to obtain certification, such as real estate license, driver s license, GED fees, etc. Driver s Training Pays for driver s training. This does not include CDL s. Supportive Service Policy (Revised 8/29/28) Page 3 9

92 One-time Emergency Costs * - A one-time minor car repairs should not exceed $5. A one-time utility cost of electric, water or gas bill, excludes telephone bills. A one-time housing costs, includes rent but excludes mortgage payments. Child Care or Dependent Care - Participants who have out-of-pocket expense(s) associated with attending training/activities may receive childcare assistance. Reimbursements are linked to attendance if a participants is absent from training, a reimbursements may not be made for that day. For childcare supportive service assistance, vendor agreements and invoices are required documents that must be kept in the participant s hard file. $2 a day for pre-school children $8 a day for school- age children 2 years old and younger and for dependent adults Online Classes - If a participant is taking an approval online class and the case manager determines a need for childcare or dependent care, the payment will be based on login and logout times into the approved online class. The participant will be responsible for the following: o o Documentation of class attendance print screens of the login and logout screens, clearly indicating the date, time and proof of the class. No payment will be made for insufficient documentation. Provision of documentation for payment documentation should be given to the assigned case manager in a timely manner. For transportation reimbursement payments to be made while attending a virtual class, a case manager must document by case note that the participant is traveling to a location other than their residence to participate in the online training. Direct Transportation - If a participant is unable to attend an activity or training because he or she lacks a driver s license and/or access to a car, the case manager may provide or procure transportation. Transportation will be provided temporarily while participants make a transition plan to provide their own transportation. Case managers should consider cost when procuring transportation. Public transportation should be utilized when available. Arrangements may be made with other agencies that transport participants and for-profit businesses may be utilized. The grantee should have an agreement with the transportation provider specifying the cost and billing arrangements. Grantees may choose to pay private individuals selected by participants to provide transportation. Prior to using a private individual to provide transportation, the grantee must verify the individual has a valid driver s license and insurance. Supportive Service Policy (Revised 8/29/28) Page 4 9

93 Grantees can arrange for transportation of groups for workshops, youth field trips, etc. If the grantee arranges for group transportation, individual participants will not be required to develop a transportation plan. Transportation Reimbursement - Participants not receiving direct transportation services may receive transportation assistance to help defray the out-of-pocket expenses associated with activities/training. Payments are made according to the distance driven per week. Grantees should take into account the attendance policy per training/education establishment. Each youth participant must be in class at a minimum of 75% per week to receive transportation reimbursement. Training at our Adult Education Centers would equate nine (9) out of twelve (2) hours during the week. Rates: Less than 75 miles $ miles $ miles $6 225 miles or greater $8 Legal Aid Services - (State Instruction Letter Number 6-5) provides for Payment of Expungement Fees. The Youth participant is required to meet WIOA youth program benchmarks () GED or credential attainment; (2) completion of Workforce Development (Career Smart) classes; and approval by WorkLink Executive Director on an as needed basis. The Expungement fee cap is to serve five (5) youth per WIOA program year at an average cost of $35. per individual = $,55. total expungement fee expense per program year. Note: Any Expungement fees beyond the cap stated above must have approval by WorkLink Executive Director on an as needed basis. Supportive Services NOT Allowable for WIOA Participants: a. Punitive services costs, which includes child support or driver s license reinstatement fees. b. Payments for food or food items. c. Payments for automobile payments, insurance, taxes or tags. d. Personal debt or obligation that occurred before WIOA registration. Incentive Budgetary Plan: The incentive based structure called Skill Invoice will be discussed up front with each youth participant and is designed around benchmarks of their Individual Service Strategy (ISS). As funding allows, the youth participant will have an opportunity to EARN an incentive by the attainment of goals they have established with their career coach when designing their ISS. Supportive Service Policy (Revised 8/29/28) Page 5 92

94 Tracking/Distribution/Log of Earned Incentives:. The youth provider will track incentives in a voucher system and pay participant incentive(s) earned in the form of a check. 2. The career coach has a signature log which participants sign upon receipt of their incentive(s) earned (in the form of a check). 3. The career coach enters the incentive activity code (which coincides with appropriate youth activity completed) into SCWOS to reflect date incentive is received by the participant which should match/align with the signature log in the case file. Incentive Payments Guidelines: a. Must ensure incentive payments are tied to the goals of the youth program; b. Must be outlined in writing before commencement of the youth program; c. Align with the local youth program organizational policies; and d. In accord with the requirements contained in 2 CFR part 2; e. Incentive payments are paid and/or distributed to youth participants during training activities, work experience, or follow up services of the WIOA Youth Program. f. The Youth Service Provider Skill Invoice Criteria Incentive Policy is an attachment in the current year Youth Grant (Statement of Work). WIOA Reference(s): WIOA Final REGS Section Supportive Services for Youth Participants and Section Incentive Payments to Youth Participants. Please copy and distribute this information appropriately within your agency. INQUIRIES: Direct all inquires on this Instruction to the WorkLink Workforce Development Board Staff. Youth inquiries should be directed to Sharon Crite, Youth Services Manager/Education Outreach, telephone or scrite@worklinkweb.com. Mr. Trent Acker, Executive Director WorkLink Workforce Development Board DISTRIBUTION: All WIOA staff ATTACHMENTS: Supportive Services Reference Sheet Supportive Service Policy (Revised 8/29/28) Page 6 93

95 Program Years # Students Referred ASD3 - Crescent HS In-School Youth (ISY) Served PY 4 - PY 7 # of Students Enrolled Work Experience Entered/ Enrolled in Post- Gained Secondary Employment Remained in Post- Secondary Remained Employed PY PY PY6 5 PY 7 2 Total (s) Post-Secondary 5/8 = 62.5% Remain Post- Secondary /5 = 2% WKE 6/8 = 75% Enrollment 8 /2 = 38% Employment 4 /8 = 5% Remain Employed 4/8 = 5% 94

96 28 Youth RFP Final Bidder s Meeting Summary Clemson SC Works Comprehensive Center a.m.-:3 a.m. The following items were discussed at the Youth RFP Final Bidder s Meeting on April 25, 28: Mr. Robert Halfacre made a motion to deny an RFP proposer the ability to submit an RFP proposal if the said proposal is not complete. Mr. Tim Mays seconded the motion. This motion forwarded to the Youth Committee 8/3/8 for vote and then on to the WDB Board 9/9/8 for final vote.* Mr. Robert Halfacre made a motion to include financials in the RFP proposals, with the exception of salaries, in the future. Mr. Tim Mays seconded the motion. The OMB Circular 2 CFR 2 requires proposers to submit an audit/financial statement. Mr. Rick Murphy made a motion for providers to be made available for questions only if the committee deems necessary. Ms. Crystal Noble seconded the motion. WorkLink will review for future RFP process. Mr. Rick Murphy made a motion that the 28 Youth contract be awarded to Eckerd Connects. The Workforce Development Board (WDB) Executed Committee Approved 4/26/28 and the vote was ratified at WDB Board meeting on 6/6/28. Mr. Tim Mays made a motion to approve Jason Duncan, Robert Halfacre, and Kristi King- Brock as members of the Budget Negotiation Committee. Mr. Rick Murphy seconded the motion. Complete Mr. Robert Halfacre suggested that an option to provide feedback to non-successful bidders is added to written notification that is sent. Complete 95

97 Updated 8/6/28 PY 27 WIOA Quarterly Report Summary - 4th Quarter (Rolling-Four) State Worklink Upper Savannah Upstate Greenville Midlands Trident Performance Measure Group Goal % of Goal Actual Goal % of Goal Actual Goal % of Goal Actual Employment Rate Q2 Adults % % % % % % % 76.9 Employment Rate Q4* Adults % % % % % % % 7.3 Median Earnings Adults 4, % 5,58 4, % 6,53 4, % 4,588 4,8 3.6% 6,268 5,4 9.5% 4,888 5, % 5,8 5, 22.3% 6,238 Credential Rate* Adults % % % % % % % 69.2 Measurable Skill Gains Adults N/A N/A 4.6 N/A N/A 46. N/A N/A 26.5 N/A N/A 35.9 N/A N/A 45. N/A N/A 6. N/A N/A 48.7 Employment Rate Q2 DW % % % % % % % 8.7 Employment Rate Q4* DW % % % % % % % 76. Median Earnings DW 6,45.5% 7,8 5,9 9.8% 7,68 5,82 4.4% 6,657 6, % 8,45 6,4 94.5% 6,5 7,65 95.% 6,7 7, 23.5% 8,647 Credential Rate* DW % % % % % % % 75. Measurable Skill Gains DW N/A N/A 3. N/A N/A 38.5 N/A N/A 2.7 N/A N/A 29.6 N/A N/A 35.8 N/A N/A 8.2 N/A N/A 22.6 Employment, Education or Training Placement Rate Q2 Goal Youth % % % % % % % 85. Employment, Education or Training Placement Youth % % % % % % % 85.2 Rate Q4* Median Earnings Youth N/A N/A 3,279 N/A N/A 3,4 N/A N/A 3,794 N/A N/A 2,4 N/A N/A 2,366 N/A N/A 4,89 N/A N/A 3,652 Credential Rate* Youth 69.6.% % % % % % % 7.3 Measurable Skill Gains Youth N/A N/A 47.2 N/A N/A 7.7 N/A N/A 2.2 N/A N/A 54.7 N/A N/A 67.8 N/A N/A 3.7 N/A N/A 43.7 % of Goal Actual Goal % of Goal Actual Goal % of Goal Actual Goal % of Goal Actual Pee Dee Lower Savannah Catawba Santee-Lynches Waccamaw Lowcountry Color Coding Performance Measure Group Goal % of Goal Actual Goal % of Goal Actual Goal % of Goal Employment Rate Q2 Adults % % % % % % 79. Employment Rate Q4* Adults % % % % % % 78.9 Median Earnings Adults 4,3 7.6% 5,58 4, % 5,796 4,5 23.3% 4,995 4,628 7.% 4,956 4,2 26.9% 5,33 4,25 8.5% 5,35 Credential Rate* Adults % % % % % % 87.2 Measurable Skill Gains Adults N/A N/A 4. N/A N/A 36.9 N/A N/A 37.2 N/A N/A 55.5 N/A N/A 5.7 N/A N/A 44.9 Employment Rate Q2 DW 77..9% % % % % % 69.4 Employment Rate Q4* DW % % % % % % 78.3 Median Earnings DW 6, 8.5% 7,2 5,773 3.% 6,528 6, 2.% 7,329 5,7 33.2% 7,592 6, 3.% 7,937 6, 5.8% 6,453 Credential Rate* DW % % % % % % 94.4 Measurable Skill Gains DW N/A N/A 25.6 N/A N/A 2.9 N/A N/A 33.9 N/A N/A 35. N/A N/A 4.4 N/A N/A 5.4 Employment, Education or Training Placement Rate Q2 Employment, Education or Training Placement Rate Q4* Actual Youth 75..% % % % % % 79. Youth % % % % % % 78.6 Median Earnings Youth N/A N/A 2,466 N/A N/A 3,77 N/A N/A 3,6 N/A N/A 3,26 N/A N/A 3,736 N/A N/A 4,359 Credential Rate* Youth % % % % % % 33.3 Measurable Skill Gains Youth N/A N/A 48.5 N/A N/A 49.6 N/A N/A 26. N/A N/A 37.3 N/A N/A 58.3 N/A N/A 43.3 * - These indicators will not have 4 full quarters of data reported until the period ending 2/3/28 96 Goal % of Goal Actual Goal % of Goal Actual Goal % of Goal Actual Exceeds Goal Actual Performance is greater than.% of the goal Meets Goal Actual Performance is between 9.% and.% of the goal Did Not Meet Goal Actual Performance is under 9.% of the goal Baseline Indicator is in Baseline status until PY'2 Within % of exceeding goal.

98 ENROLLMENT REPORT PYC PY7 *Special notes: Board Goal 56 PY'7 Month NEW WIOA Enrollments Total Enrollments Youth Service Provider Enrollment Status July, 27 - June 3, 28 Monthly Planned Enrollment YTD % of Monthly Plan YTD % of Total Planned YTD % of Board Goal Active Carryover 36 July % 5% 27% August % 3% 33% September % 3% 47% October % 45% 58% November 5 67% 53% 64% December % 57% 67% January % 65% 73% February % 78% 83% March % 93% 94% April 57 9% % % May % 3% 2% June % 3% 3% Totals

99 ENROLLMENT REPORT PYC PY8 *Special notes: Board Goal 56 PY'8 Month NEW WIOA Enrollments Total Enrollments Youth Service Provider Enrollment Status July, 28 - June 3, 29 Monthly Planned Enrollment YTD % of Monthly Plan YTD % of Total Planned YTD % of Board Goal Active Carryover 5 July % 5% 35% August % % 4% September 62 6 % % 4% October 62 6 % % 4% November 62 6 % % 4% December 62 #DIV/! % 4% January 62 3 % % 4% February 62 3 % % 4% March 62 % % 4% April 62 6 % % 4% May 62 6 % % 4% June 62 #DIV/! % 4% Totals

100 One Stop Operations Committee Report Presented September 9, 28 Board Meeting The OneStop Operations Committee met on August 22, 28. Reports The Committee reviewed the following reports: Employer Services o On-the-Job Training Coordination o Incumbent Worker Training Grants SC Works Center Reports o System Wide Services and Employer Services o Financial reports for Adult/DW program and Operator as well as ITA obligation reports WIOA Program Usage Reports o Demographic snapshot for participants in WIOA o Individualized career services o Training services and Follow-Up All PY7 reports were for the period of July, 27 June 3, 28 unless otherwise marked. PY8 reports for the period of July, 28 to July 3, 28 can also be seen in the Board packet. New Business PY8 Request for Proposals The committee discussed the release of the requests for proposals (RFP) for Adult and Dislocated Worker services and the SC Works Operator. The RFPs are planned to be released on October 6, 28 and will close December, 28. The committee will finalize a recommendation in January 29 and a recommendation to the Board will be forthcoming in February of 29. Volunteers to serve on the RFP review committee are as follows: # Name County Seat Represented Committee Represented Mike Wallace Oconee Business Finance 2 Teri Gilstrap Anderson Anderson Co. Economic Dev. OneStop 3 Ed Parris Pickens Business OneStop 4 Danny Brothers Anderson Business OneStop Eligible Training Provider List In order to be eligible to receive WIOA funding on behalf of students, a training provider must apply to be on the State Eligible Training Provider List (ETPL). Each Board reviews the applications for training providers that wish to provide services for our region, and determines whether or not they should be included in SCPath (ETPL database) for our region. If approved, the training provider may list trainings that they offer that lead to a recognized credential and will lead to employment upon completion. 99

101 WorkLink received applications from the following training providers: Training Provider Approved Denied (reason listed) SC Vocational Rehabilitation Approved Neal Associate s Barber Supplies Denied Moratorium includes Barbering Strategic Management Solutions, LLC Approved The committee voted to approve SC Vocational Rehabilitation and Strategic Management Solutions. Neal Associate s Barber Supplier s was denied based on the fact that WorkLink has a moratorium on Barbering. Eligible Training Provider Policy A draft updated Eligible Training Provider Policy was approved by the OneStop Operations Committee. Updates include additional local requirements and reasons for denial to be included on the ETPL list. The updated draft will also include appeal processes and procedures, replacing the ETPL appeals instruction letter. Old Business Strategic Plan The committee reviewed the progress towards the Strategic Plan as of August 22, 28. WorkKeys data was specifically discussed, and initial information from DEW and the WIN realm have been reviewed. The primary topic of conversation centered on WorkKeys/WIN testing. The committee voted to suspend WorkKeys/WIN as it relates to the strategic plan. Further information and discussion will be needed prior to moving forward. The Business Service Integration team and quarterly partner meetings are ongoing. The next joint Business Services Integration Team and quarterly partner meeting was held August 24, 28. Other Business The next committee date is October 24, 28 at 3pm, Clemson SC Works Center.

102 One Stop Operations Committee Report Presented September 9, 28 Board Meeting The OneStop Operations Committee met on August 22, 28. Reports The Committee reviewed the following reports: Employer Services o On-the-Job Training Coordination o Incumbent Worker Training Grants SC Works Center Reports o System Wide Services and Employer Services o Financial reports for Adult/DW program and Operator as well as ITA obligation reports WIOA Program Usage Reports o Demographic snapshot for participants in WIOA o Individualized career services o Training services and Follow-Up All PY7 reports were for the period of July, 27 June 3, 28 unless otherwise marked. PY8 reports for the period of July, 28 to July 3, 28 can also be seen in the Board packet. New Business PY8 Request for Proposals The committee discussed the release of the requests for proposals (RFP) for Adult and Dislocated Worker services and the SC Works Operator. The RFPs are planned to be released on October 6, 28 and will close December, 28. The committee will finalize a recommendation in January 29 and a recommendation to the Board will be forthcoming in February of 29. Volunteers to serve on the RFP review committee are as follows: # Name County Seat Represented Committee Represented Mike Wallace Oconee Business Finance 2 Teri Gilstrap Anderson Anderson Co. Economic Dev. OneStop 3 Ed Parris Pickens Business OneStop 4 Danny Brothers Anderson Business OneStop Eligible Training Provider List In order to be eligible to receive WIOA funding on behalf of students, a training provider must apply to be on the State Eligible Training Provider List (ETPL). Each Board reviews the applications for training providers that wish to provide services for our region, and determines whether or not they should be included in SCPath (ETPL database) for our region. If approved, the training provider may list trainings that they offer that lead to a recognized credential and will lead to employment upon completion.