EXECUTIVE COMMITTEE AGENDA

Transcription

1 EXECUTIVE COMMITTEE AGENDA Date: Friday, August 17, 2018 Time: 8:00 A.M. Place: CareerSource Research Coast 584 NW University Blvd., Suite 100 Port St. Lucie, Florida ext Dial Access Code: Welcome & Attendance 2. Declarations of Conflict of Interest ** ** Review and Approve May and June Financials Review and Approve the Final Budget Summary Review Board of Directors Membership Recertification 6. Review Program Year Highlights & Accomplishments INFORMATION/DISCUSSION ONLY 7. Other Business FWDA Partner Meeting 8/21 Workforce Summit 9/24-9/26 PY17-18 DEO Performance review tentative for October BOCC Presentations Highlights & Accomplishments 8. Set Agenda Item for Board of Directors Meeting August 29, Set Agenda Items for Next Meeting September 14, Adjournment ** Indicates possible voting item and open for public comment

2 AGENDA ITEM #3 AGENDA ITEM SUMMARY TITLE: STRATEGIC GOAL: POLICY/PLAN/LAW: ACTION REQUESTED: Financial Statement Report Optimal Use of Resources Workforce Innovation & Opportunity Act: Role of LWDB s Review and Approve May and June Financial Statements BACKGROUND: The Board approved the proposed budget for the Program Year. The Executive Committee regularly reviews budgets, all amendments to the budget and monthly expenditures. STAFF RECOMMENDATION: SUPPORTING MATERIALS: BOARD STAFF: Review and Approve the May and June Financial Statements Monthly Financial Statements Lisa Delligatti, Chief Financial Officer ldelligatti@careersourcerc.com ext. 430

3 LWDB 20 Summary of Funding and Expenditures As of May 31, 2018 PY TOTAL AVAILABLE FUNDING INDIRECT ADULT DW YOUTH WTP RA (UC) SNAP WP TAA LVER DVOP CBSS Supp WIOA State WIOA PI PY Allocations $ 1,246,088 $ 1,069,616 $ 1,136,940 $ 1,050,719 $ 31,382 $ 181,144 $ 773,893 $ 106,342 $ 98,255 $ 132,039 $ 254,955 $ 170,651 $ 156,544 PY Supplemental $ - $ 339,679 $ - $ - $ - Unrestricted Funds Earned this year $ - $ - $ - $ - $ - Additional Funds $ - $ - $ - $ - $ - Retained by DEO for Merit Salaries $ - $ - $ - $ - $ - $ - $ (492,214) $ (57,157) $ (42,299) $ (59,576) $ - $ - $ - Carryforward to PY $ - $ (37,699) $ - $ - $ - $ - $ (26,780) $ - $ - $ - $ - $ - $ - Carryforward $ - $ 116,774 $ - $ - $ - $ - $ 60,034 $ - $ - $ - $ - $ - $ - TOTAL $ - $ 1,246,088 $ 1,488,370 $ 1,136,940 $ 1,050,719 $ 31,382 $ 181,144 $ 314,933 $ 49,185 $ 55,956 $ 72,463 $ 254,955 $ 170,651 $ 156,544 FUNDING DRAWN DOWN YTD INDIRECT ADULT DW YOUTH WTP RA (UC) SNAP WP TAA LVER DVOP CBSS PY Allocations $ 1,239,840 $ 1,119,216 $ 906,184 $ 923,042 $ 26,182 $ 159,812 $ 254,951 $ 47,813 $ 44,590 $ 61,272 $ 165,000 $ 170,651 $ 156,544 PY Supplemental $ - $ - $ - $ - $ - Retained by DEO for Merit Salaries $ - $ - $ - $ - $ - Unrestricted Funds Earned this year $ - $ - $ - $ - $ - Carryforward to PY $ - $ - $ - $ - Carryforward $ - $ 116,774 $ - $ - $ - TOTAL $ 1,239,840 $ 1,235,990 $ 906,184 $ 923,042 $ 26,182 $ 159,812 $ 254,951 $ 47,813 $ 44,590 $ 61,272 $ 165,000 $ 170,651 $ 156,544 % of Total Budgeted Funding Received 99.50% 83.04% 79.70% 87.85% 83.43% 88.22% 80.95% 97.21% 79.69% 84.56% 64.72% % % EXPENDITURES Administrative $ (17,861) $ 134,931 $ 68,131 $ 13,459 $ 77,885 $ 1,049 $ 14,982 $ 11,787 $ 3,843 $ 2,187 $ 3,217 $ 17,829 $ 21,290 $ 15,423 Salaries and Benefits $ 327,742 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - General and Administrative $ 162,201 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Allocated Indirect Costs $ (507,804) $ 198,085 $ 35,135 $ 13,980 $ 77,885 $ 1,049 $ 14,982 $ 13,703 $ 3,843 $ 2,187 $ 3,217 $ 17,829 $ - $ 8,172 Reclassification $ (63,155) $ 32,996 $ (521) $ - $ - $ (1,917) $ - $ - $ - $ - $ 21,290 $ 7,251 Travel $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Program Training $ (10,799) $ 1,104,909 $ 1,001,055 $ 948,373 $ 788,369 $ 24,520 $ 143,615 $ 180,420 $ 34,510 $ 37,527 $ 58,559 $ 141,994 $ 126,492 $ 141,121 WIA Youth Contracts $ - $ - $ 742,126 $ - $ - Salaries and Benefits $ 242,737 $ 998,210 $ 210,533 $ 28,718 $ 514,154 $ - $ 96,212 $ 46,982 $ 694 $ 5,396 $ 7,530 $ - $ - $ 20,800 Contract Labor $ 1,240 $ 20,624 $ 4,214 $ 17,515 $ 14,250 $ - $ 2,478 $ 1,329 $ 10 $ 77 $ 116 $ - $ - $ 625 Internship $ - $ - $ - $ - $ - Incentives/Stipends $ - $ - $ - $ 11,125 $ - Support Services/ Participants $ 920 $ 310 $ - $ 7,381 $ - $ - $ - $ - $ - $ - $ 9,779 $ - $ - Training-TAA $ - $ - $ - $ - $ - $ - $ 28,765 $ - $ - $ - $ - $ - Training-ITA/OST $ 167,076 $ 7,564 $ 2,950 $ - $ - $ - $ - $ - $ - $ - $ 122,456 $ - $ - Training-OJT $ 219,665 $ 6,867 $ - $ - $ - Training-Cust./Employed Worker $ 5,361 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Work Experience/ Internships/ Participant Wages $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Travel $ 3,188 $ 7,303 $ 1,963 $ 1,508 $ 3,589 $ - $ 645 $ 1,719 $ 2 $ 1,515 $ 1,309 $ - $ - $ 978 One Stop Shared Costs $ 247,887 $ 54,653 $ - $ 122,507 $ 23,911 $ 26,740 $ 118,938 $ 4,033 $ 11,028 $ 45,827 $ - $ - $ - Other Operating Expenses $ 42,256 $ 118,856 $ 22,443 $ 75,318 $ 68,553 $ - $ 8,826 $ 29,431 $ 10 $ 18,229 $ 2,192 $ 174 $ - $ 69,183 Allocated Program Indirect $ (300,219) $ 118,293 $ 19,713 $ 8,726 $ 46,810 $ 608 $ 8,714 $ 8,238 $ 2,222 $ 1,282 $ 1,874 $ 9,585 $ - $ 4,720 Reclassification $ (799,287) $ 672,795 $ 71,511 $ - $ - $ - $ (26,216) $ (1,227) $ - $ (289) $ - $ 126,492 $ 44,815 Total Expenditures $ (28,659) $ 1,239,840 $ 1,069,186 $ 961,832 $ 866,254 $ 25,569 $ 158,597 $ 192,206 $ 38,353 $ 39,714 $ 61,776 $ 159,823 $ 147,782 $ 156,544 Funding Over/(under) expenditures $ 28,660 $ - $ 166,803 $ (55,647) $ 56,788 $ 614 $ 1,215 $ 62,744 $ 9,461 $ 4,876 $ (504) $ 5,178 $ 22,870 $ 0 YTD % of Budgeted Funds Expended 99.50% 71.84% 84.60% 82.44% 81.48% 87.55% 61.03% 77.98% 70.97% 85.25% 62.69% 86.60% % Comments Supp WIOA State WIOA PI S:\WDAcct\Financial Statements\PY 17-18\May 2018 Summary of Funding and Expenditures

4 LWDB 20 Summary of Funding and Expenditures As of May 31, 2018 PY TOTAL AVAILABLE FUNDING PY Allocations PY Supplemental Unrestricted Funds Earned this year Additional Funds Retained by DEO for Merit Salaries Carryforward to PY Carryforward TOTAL WP PI DLW React NEG Irma Pthways to Prosperity Pre- Appren SSI Manufacturing Apprentice Youth Build WP 7-B Co-Op Gov Chal Maria SOS Youth OTHER Non NFA YEAR TO DATE TOTALS $ 54,267 $ 393,315 $ 1,382,727 $ 503,187 $ 488,324 $ 475,890 $ 39,703 $ 20,000 $ - $ 9,765,981 $ 339,679 $ 82,477 $ 82,477 $ 300,000 $ 300,000 $ (651,246) $ (64,479) $ 176,808 $ 54,267 $ 393,315 $ 1,382,727 $ 503,187 $ 488,324 $ 475,890 $ 39,703 $ 20,000 $ 300,000 $ 82,477 $ - $ 9,949,220 FUNDING DRAWN DOWN YTD PY Allocations PY Supplemental Retained by DEO for Merit Salaries Unrestricted Funds Earned this year Carryforward to PY Carryforward TOTAL WP PI DLW React NEG Irma PP Appren Manuf Appren Youth Build WP 7B Co-Op Gov Chal Maria SOS Youth OTHER Non NFA PY Actual PY Budget VARIANCE $ 53,494 $ 41,252 $ 860,000 $ 34,500 $ 34,500 $ 44,520 $ 39,703 $ 1,850 $ - $ - $ 6,384,914 $ 9,765,981 $ 3,381, % $ - $ - $ - $ 339,679 $ 339, % $ - $ - $ - $ (651,246) $ - $ 68,499 $ 68,499 $ 382,477 $ 313, % $ 190,838 $ - $ 190,838 $ (64,479) $ (255,317) $ - $ - $ 116,774 $ 176,808 $ 60, % $ 53,494 $ 41,252 $ 860,000 $ 34,500 $ 34,500 $ 44,520 $ 39,703 $ 1,850 $ 190,838 $ 68,499 $ 6,761,025 $ 9,949,220 $ 3,188, % % Expended % of Total Budgeted Funding Received EXPENDITURES 98.57% 10.49% 62.20% 6.86% 7.06% 9.36% % 9.25% PY Actual PY Budget VARIANCE Under/(Over) % Expended Administrative Salaries and Benefits General and Administrative Allocated Indirect Costs Reclassification Travel Program Training WIA Youth Contracts Salaries and Benefits Contract Labor Internship Incentives/Stipends Support Services/ Participants Training-TAA Training-ITA/OST Training-OJT Training-Cust./Employed Worker Work Experience/ Internships/ Participant Wages Travel One Stop Shared Costs Other Operating Expenses Allocated Program Indirect Reclassification Total Expenditures Funding Over/(under) expenditures YTD % of Budgeted Funds Expended $ 4,680 $ 2,637 $ 83,496 $ 2,077 $ 2,708 $ 7,080 $ - $ 87 $ 7,710 $ 21,079 $ 499,706 $ 898,978 $ 399, % $ - $ - $ 327,742 $ 409,805 $ 82, % $ - $ 9,763 $ 171,964 $ 257,510 $ 85, % $ 2,764 $ 2,637 $ 83,496 $ 2,077 $ 2,708 $ 7,080 $ - $ 87 $ 7,710 $ 11,316 $ 2,139 $ 134,728 $ 132, % $ 1,917 $ (2,139) $ - $ 2,139 $ - $ - $ - $ - $ 48,814 $ 27,965 $ 770,079 $ 24,883 $ 32,503 $ 76,756 $ - $ 1,042 $ 234,827 $ (5,598) $ 5,931,935 $ 9,063,994 $ 3,132, % $ - $ - $ - $ - $ - $ 56,908 $ - $ - $ - $ 799,034 $ 1,163,922 $ 364, % $ - $ 14,550 $ 52,433 $ 18,363 $ 23,152 $ 6,402 $ - $ 540 $ - $ 26,870 $ 2,314,275 $ 2,537,926 $ 223, % $ - $ 5,170 $ 4,646 $ - $ - $ 2,534 $ - $ - $ 31,038 $ 495 $ 106,361 $ 535,120 $ 428, % $ - $ - $ - $ - $ - $ - $ - $ 11,125 $ 52,500 $ 41, % $ - $ - $ 20,280 $ - $ - $ - $ - $ 265 $ - $ - $ 38,934 $ 99,902 $ 60, % $ - $ - $ 28,765 $ 35,000 $ 6, % $ - $ - $ 300,046 $ 811,035 $ 510, % $ - $ - $ 226,532 $ 865,252 $ 638, % $ - $ - $ 5,361 $ 1,620 $ (3,741) 330.9% $ - $ - $ 625,811 $ - $ - $ - $ - $ - $ 176,466 $ - $ 802,276 $ 566,515 $ (235,761) 141.6% $ - $ 68 $ 437 $ 314 $ 339 $ 89 $ - $ 1 $ 1,083 $ 2,283 $ 28,333 $ 26,640 $ (1,693) 106.4% $ - $ 6,510 $ 17,676 $ 456 $ 2,670 $ - $ - $ 183 $ - $ 6,156 $ 689,175 $ 860,138 $ 170, % $ 19,515 $ 135 $ 690 $ 4,439 $ 4,679 $ 6,931 $ - $ 2 $ 21,453 $ 46,767 $ 560,082 $ 1,166,680 $ 606, % $ 1,566 $ 1,533 $ 48,106 $ 1,310 $ 1,664 $ 3,891 $ - $ 51 $ 4,788 $ 6,524 $ 0 $ 341,745 $ - $ 27,732 $ (94,693) $ 21,634 $ (0) $ (21,634) $ 53,494 $ 30,602 $ 853,575 $ 26,959 $ 35,212 $ 83,836 $ - $ 1,129 $ 242,537 $ 15,481 $ 6,431,641 $ 9,962,972 $ 3,531, % $ - $ 10,650 $ 6,425 $ 7,541 $ (712) $ (39,316) $ 39,703 $ 721 $ (51,699) $ 53,017 $ 329, % 7.78% 61.73% 5.36% 7.21% 17.62% 0.00% 5.64% 80.85% 64.64% Comments S:\WDAcct\Financial Statements\PY 17-18\May 2018 Summary of Funding and Expenditures

5 LWDB 20 Summary of Funding and Expenditures As of June 30, 2018 PY TOTAL AVAILABLE FUNDING INDIRECT ADULT DW YOUTH WTP RA (UC) SNAP WP TAA LVER DVOP CBSS Supp WIOA State WIOA PI WP PI PY Allocations $ 1,246,088 $ 1,077,252 $ 1,142,757 $ 1,050,719 $ 31,382 $ 216,144 $ 773,893 $ 106,342 $ 155,878 $ 191,352 $ 254,955 $ - $ 156,544 $ 53,494 PY Supplemental $ - $ 339,679 $ - $ 170,651 $ - $ - Unrestricted Funds Earned this year $ - $ - $ - $ - $ - $ - Additional Funds $ - $ - $ - $ - $ - $ - Retained by DEO for Merit Salaries $ - $ - $ - $ - $ - $ - $ (488,572) $ (57,157) $ (102,057) $ (123,478) $ - $ - $ - $ - Carryforward to PY $ - $ (45,335) $ (5,817) $ - $ - $ - $ (60,034) $ - $ - $ - $ - $ - $ - $ - Carryforward $ - $ 116,774 $ - $ - $ - $ - $ 60,034 $ - $ - $ - $ - $ - $ - $ - TOTAL $ - $ 1,246,088 $ 1,488,370 $ 1,136,940 $ 1,050,719 $ 31,382 $ 216,144 $ 285,321 $ 49,185 $ 53,821 $ 67,874 $ 254,955 $ 170,651 $ 156,544 $ 53,494 FUNDING DRAWN DOWN YTD INDIRECT ADULT DW YOUTH WTP RA (UC) SNAP WP TAA LVER DVOP CBSS Supp WIOA State WIOA PI WP PI PY Allocations $ 1,246,088 $ 844,517 $ 1,040,057 $ 974,260 $ 27,024 $ 174,686 $ 213,808 $ 39,271 $ 42,850 $ 67,358 $ 157,481 $ - $ 156,544 $ 53,494 PY Supplemental $ - $ 339,679 $ - $ 170,651 $ - $ - Retained by DEO for Merit Salaries $ - $ - $ - $ - $ - $ - Unrestricted Funds Earned this year $ - $ - $ - $ - $ - $ - Carryforward to PY $ - $ - $ - $ - $ - Carryforward $ - $ 116,774 $ - $ - $ - $ - TOTAL $ 1,246,088 $ 1,300,970 $ 1,040,057 $ 974,260 $ 27,024 $ 174,686 $ 213,808 $ 39,271 $ 42,850 $ 67,358 $ 157,481 $ 170,651 $ 156,544 $ 53,494 % of Total Budgeted Funding Received % 87.41% 91.48% 92.72% 86.11% 80.82% 74.94% 79.84% 79.62% 99.24% 61.77% % % % EXPENDITURES Administrative $ - $ 116,820 $ 94,162 $ 13,042 $ 84,293 $ 1,082 $ 15,162 $ 11,715 $ 3,747 $ 2,174 $ 3,233 $ 16,249 $ 23,502 $ 15,423 $ 4,680 Salaries and Benefits $ 371,369 $ - $ - $ - $ - $ - General and Administrative $ 170,427 $ - $ - $ - $ - $ - Allocated Indirect Costs $ (541,796) $ 207,791 $ 34,457 $ 13,563 $ 84,293 $ 1,082 $ 15,162 $ 13,632 $ 3,747 $ 2,174 $ 3,233 $ 16,249 $ - $ 7,554 $ 2,346 Reclassification $ (90,971) $ 59,705 $ (521) $ - $ - $ (1,917) $ - $ - $ - $ - $ 23,502 $ 7,868 $ 2,334 Travel $ - $ - $ - $ - $ - Program Training $ - $ 1,129,268 $ 1,206,808 $ 1,027,015 $ 889,967 $ 25,942 $ 159,523 $ 202,093 $ 35,525 $ 40,677 $ 64,125 $ 141,233 $ 147,149 $ 141,121 $ 48,814 WIA Youth Contracts $ - $ - $ 807,812 $ - $ - $ - Salaries and Benefits $ 273,501 $ 1,149,732 $ 236,424 $ 36,053 $ 588,325 $ - $ 109,311 $ 53,057 $ 783 $ 6,200 $ 8,735 $ - $ - $ 20,800 $ - Contract Labor $ 1,240 $ 21,528 $ 4,357 $ 17,571 $ 20,113 $ - $ 2,546 $ 1,422 $ 10 $ 77 $ 116 $ - $ - $ 625 $ - Internship $ - $ - $ - $ - $ - $ - Incentives/Stipends $ - $ - $ - $ 12,025 $ - $ - Support Services/ Participants $ 1,430 $ 310 $ - $ 7,876 $ - $ - $ - $ - $ - $ - $ 9,960 $ - $ - $ - Training-TAA $ - $ - $ - $ - $ - $ - $ 29,433 $ - $ - $ - $ - $ - $ - Training-ITA/OST $ 182,327 $ 7,564 $ 2,950 $ 210 $ - $ - $ - $ - $ - $ - $ 122,456 $ - $ - $ - Training-OJT $ 232,975 $ 9,142 $ - $ - $ - $ - Training-Cust./Employed Worker $ 5,361 $ - $ - $ - $ - Work Experience/ Internships/ Participant Wages $ - $ - $ - $ - $ - Travel $ 3,298 $ 8,499 $ 2,211 $ 1,647 $ 4,146 $ - $ 788 $ 1,826 $ 3 $ 1,621 $ 1,347 $ - $ - $ 978 $ - One Stop Shared Costs $ 267,253 $ 57,923 $ - $ 132,817 $ 25,311 $ 28,549 $ 129,908 $ 4,343 $ 11,148 $ 50,054 $ - $ - $ - $ - Other Operating Expenses $ 45,080 $ 127,347 $ 24,032 $ 80,941 $ 73,339 $ - $ 9,430 $ 33,833 $ 10 $ 20,349 $ 2,265 $ 174 $ - $ 69,183 $ 19,515 Allocated Program Indirect $ (323,118) $ 124,678 $ 20,751 $ 8,529 $ 51,115 $ 630 $ 8,899 $ 8,264 $ 2,170 $ 1,282 $ 1,897 $ 8,643 $ - $ 4,352 $ 1,317 Reclassification $ (991,862) $ 844,095 $ 71,511 $ - $ - $ - $ (26,216) $ (1,227) $ - $ (289) $ - $ 147,149 $ 45,184 $ 27,981 Total Expenditures $ 0 $ 1,246,088 $ 1,300,970 $ 1,040,057 $ 974,260 $ 27,024 $ 174,686 $ 213,808 $ 39,271 $ 42,850 $ 67,358 $ 157,481 $ 170,651 $ 156,544 $ 53,494 Funding Over/(under) expenditures $ (0) $ - $ - $ - $ - $ - $ - YTD % of Budgeted Funds Expended % 87.41% 91.48% 92.72% 86.11% 80.82% 74.94% 79.84% 79.62% 99.24% 61.77% % % % Comments WIOA DLW carryover to PY $232,735 WIOA Youth carryover to PY $102,700 Wagner Peyser carryover to PY $131,546 Welfare Transition de-obligation PY $76, Cross training of WTP and SNAP career planners/ decreased case loads / 53% decrease in participant incentives & transportation WIOA DLW React de-obligation $362, National Emergency - Hurricane Irma original award $550,000 increases to $1,104,504 de-obligation $49, WP7B Cooperative Outreach Program deobligation $2, S:\WDAcct\Financial Statements\PY 17-18\June 2018 Financial Summary

6 LWDB 20 Summary of Funding and Expenditures As of June 30, 2018 PY TOTAL AVAILABLE FUNDING PY Allocations PY Supplemental Unrestricted Funds Earned this year Additional Funds Retained by DEO for Merit Salaries Carryforward to PY Carryforward TOTAL FUNDING DRAWN DOWN YTD PY Allocations PY Supplemental Retained by DEO for Merit Salaries Unrestricted Funds Earned this year Carryforward to PY Carryforward TOTAL DLW React NEG Irma Pthways to Prosperity Pre- Appren SSI Manufacturing Apprentice Youth Build WP 7-B Co-Op Gov Chal Maria F.A.T.E.S $ 393,315 $ 1,104,504 $ 503,187 $ 488,324 $ 475,890 $ 39,703 $ 20,000 $ 354,628 $ - $ 7,000 $ 9,843,351 $ 510,330 $ 82,477 $ 82,477 $ 300,000 $ 300,000 $ (771,264) $ (111,186) $ 176,808 $ 393,315 $ 1,104,504 $ 503,187 $ 488,324 $ 475,890 $ 39,703 $ 20,000 $ 354,628 $ 300,000 $ 89,477 $ - $ 10,030,516 DLW React NEG Irma PP Appren Manuf Appren Youth Build WP 7B Co-Op Gov Chal Maria F.A.T.E.S. SOS Youth OTHER Non NFA PY Actual PY Budget VARIANCE $ 30,627 $ 990,996 $ 35,635 $ 88,229 $ 117,720 $ 37,302 $ 1,365 $ 1,290 $ - $ 6,526 $ 6,347,128 $ 9,843,351 $ 3,496, % $ - $ - $ 510,330 $ 510,330 $ % $ - $ - $ - $ (771,264) $ 180,705 $ 64,072 $ 244,777 $ 382,477 $ 137, % $ - $ - $ - $ (111,186) $ (111,186) $ - $ - $ 116,774 $ 176,808 $ 60, % $ 30,627 $ 990,996 $ 35,635 $ 88,229 $ 117,720 $ 37,302 $ 1,365 $ 1,290 $ 180,705 $ 70,598 $ 7,219,009 $ 10,030,516 $ 2,811, % SOS Youth OTHER Non NFA YEAR TO DATE TOTALS % Expended % of Total Budgeted Funding Received EXPENDITURES 7.79% 89.72% 7.08% 18.07% 24.74% 93.95% 6.82% 0.36% 60.24% 78.90% PY Actual PY Budget BUDGET VARIANCE % Expended Administrative Salaries and Benefits General and Administrative Allocated Indirect Costs Reclassification Travel Program Training WIA Youth Contracts Salaries and Benefits Contract Labor Internship Incentives/Stipends Support Services/ Participants Training-TAA Training-ITA/OST Training-OJT Training-Cust./Employed Worker Work Experience/ Internships/ Participant Wages Travel One Stop Shared Costs Other Operating Expenses Allocated Program Indirect Reclassification Total Expenditures Funding Over/(under) expenditures YTD % of Budgeted Funds Expended $ 2,594 $ 97,503 $ 3,048 $ 7,839 $ 5,181 $ 3,585 $ 120 $ 111 $ 6,615 $ 20,712 $ 552,592 $ 940,767 $ 388, % $ - $ - $ 371,369 $ 579,345 $ 207, % $ - $ 10,796 $ 181,223 $ 361,422 $ 180, % $ 2,594 $ 97,503 $ 3,048 $ 7,839 $ 5,181 $ 3,585 $ 120 $ 111 $ 6,615 $ 9,916 $ 0 $ 134,728 $ 134, % $ - $ (0) $ - $ 0 $ - $ - $ - $ - $ 28,033 $ 893,492 $ 32,587 $ 80,390 $ 112,539 $ 33,717 $ 1,244 $ 1,179 $ 216,574 $ 448 $ 6,659,463 $ 9,089,749 $ 2,430, % $ - $ - $ - $ - $ 90,973 $ - $ - $ - $ - $ 898,784 $ 1,163,922 $ 265, % $ 14,634 $ 53,716 $ 24,109 $ 41,751 $ 8,905 $ - $ 692 $ 919 $ 1,539 $ 30,190 $ 2,659,374 $ 2,854,287 $ 194, % $ 5,170 $ 4,646 $ - $ - $ 2,534 $ - $ - $ - $ 31,038 $ 495 $ 113,489 $ 557,294 $ 443, % $ - $ - $ - $ - $ - $ 1,950 $ - $ 13,975 $ 52,500 $ 38, % $ - $ 23,680 $ - $ - $ - $ - $ 265 $ - $ - $ - $ 43,520 $ 124,902 $ 81, % $ - $ - $ 29,433 $ 35,000 $ 5, % $ - $ - $ - $ 22,250 $ - $ - $ - $ - $ - $ - $ 337,757 $ 886,035 $ 548, % $ - $ - $ 242,117 $ 865,252 $ 623, % $ - $ - $ 5,361 $ 1,620 $ (3,741) 330.9% $ - $ 735,362 $ - $ - $ - $ - $ - $ - $ 176,466 $ - $ 911,828 $ 566,515 $ (345,313) 161.0% $ 68 $ 443 $ 885 $ 1,051 $ 89 $ - $ 2 $ 6 $ 1,083 $ 2,549 $ 32,542 $ 30,336 $ (2,207) 107.3% $ 6,518 $ 17,864 $ 456 $ 4,780 $ - $ - $ 210 $ 179 $ - $ 6,370 $ 743,684 $ 813,391 $ 69, % $ 135 $ 693 $ 5,212 $ 5,602 $ 7,265 $ 31,406 $ 2 $ 3 $ 21,977 $ 49,805 $ 627,598 $ 1,217,692 $ 590, % $ 1,508 $ 57,088 $ 1,925 $ 4,956 $ 2,773 $ 2,311 $ 72 $ 72 $ 4,156 $ 5,730 $ (0) $ (78,997) $ - $ (21,634) $ (94,693) $ - $ (0) $ (0) $ 30,627 $ 990,996 $ 35,635 $ 88,229 $ 117,720 $ 37,302 $ 1,365 $ 1,290 $ 223,190 $ 21,160 $ 7,212,055 $ 10,030,515 $ 2,818, % $ (42,484) $ 49,438 $ 6, % 89.72% 7.08% 18.07% 24.74% 93.95% 6.82% 0.36% 74.40% 71.90% S:\WDAcct\Financial Statements\PY 17-18\June 2018 Financial Summary

7 AGENDA ITEM #4 AGENDA ITEM SUMMARY TITLE: Final Budget STRATEGIC GOAL: Optimal Use of Resources POLICY/PLAN/LAW: Workforce Innovation & Opportunity Act ACTION REQUIRED: Review and Approve final budget for BACKGROUND: Each year, the Board approves a budget for the following program year. Staff received preliminary allocations for the WIOA, Wagner Peyser and Welfare Transition programs. The finance department, after meeting with management staff, drafted a projected budget based on this preliminary information. After the fiscal year end, a final budget is prepared to include most recent information. Attached is a copy of the final budget for the Executive Committee s review and approval. The final budget will go to the Board on August 29 th. STAFF RECOMMENDATION: Review and Approve final budget for the program year SUPPORTING MATERIALS: Final Budget BOARD STAFF: Brian Bauer, President/CEO bbauer@careersourcerc.com (866) , Ext. 418

8 LWDB 20 PY Budget Budget for PY TOTAL RWB20 FUNDING INDIRECT ADULT DW YOUTH WTP RA (UC) SNAP WP TAA LVER DVOP CBSS State Level WIOA Supplemental FY PI WIOA FY PI Wagner Peyser Pathways to Prosperity Pre- Apprenticeship SSI Manufacturing Apprenticship Youth Build F.A.T.E.S. Gov Challenge- Maria Youth SOS Other Non NFA TOTAL FORMULA FUNDS Funding: PY Allocations $ 8,783,211 $ 1,394,463 $ 987,918 $ 1,250,430 $ 1,050,719 $ 25,100 $ 163,514 $ 769,971 $ 52,049 $ 144,536 $ 202,362 $ 95,923 $ 127,562 $ 733,348 $ 125,141 $ 467,552 $ 400,095 $ 420,555 $ 353,338 $ 18,635 $ 8,783,211 PY Supplemental $ 304,295 $ 304,295 $ 304,295 Unrestricted Funds Earned this year $ 64,939 $ 64,939 $ 64,939 Additional Funds/Incentives $ 200,000 $ - $ 200,000 $ 200,000 Retained by DEO for Merit Salaries $ (740,119) $ (488,670) $ (22,973) $ (97,165) $ (131,311) $ (740,119) Carryforward to PY $ (535,957) $ (88,420) $ (288,090) $ (4,200) $ (41,000) $ (91,031) $ (23,216) $ (535,957) Carryforward from PY $ 524,284 $ - $ 232,735 $ 102,700 $ 4,358 $ 41,458 $ 131,547 $ 10,970 $ 516 $ 524,284 Total NFA's $ 8,600,653 $ - $ 1,394,463 $ 1,436,528 $ 1,065,040 $ 1,050,719 $ 25,258 $ 163,972 $ 321,817 $ 5,860 $ 58,341 $ 71,566 $ 95,923 $ 127,562 $ 733,348 $ 125,141 $ 467,552 $ 400,095 $ 420,555 $ 353,338 $ 18,635 $ 8,335,714 OTHER NON NFA REVENUES $ 200,000 $ 64,939 $ 264,939 Total Available Funding $ 8,600,653 $ - $ 1,394,463 $ 1,436,528 $ 1,065,040 $ 1,050,719 $ 25,258 $ 163,972 $ 321,817 $ 5,860 $ 58,341 $ 71,566 $ 95,923 $ 127,562 $ 733,348 $ 125,141 $ 467,552 $ 400,095 $ 420,555 $ 353,338 $ 18,635 $ 200,000 $ 64,939 $ 8,600,653 Budgeted Expenditures: Administrative $ 659,021 $ (0) $ 204,883 $ 48,797 $ 18,940 $ 96,187 $ 2,555 $ 14,235 $ 22,071 $ 538 $ 1,867 $ 2,313 $ 11,756 $ 12,096 $ 69,537 $ 11,866 $ 40,925 $ 39,651 $ 8,248 $ 40,988 $ 1,600 $ 5,586 $ 4,382 $ 659,021 Salaries and Benefits $ 373,408 $ 373,408 $ 373,408 General and Administrative $ 151,125 $ 151,125 $ - $ 151,125 Allocated Indirect Costs $ 134,488 $ (524,533) $ 204,883 $ 48,797 $ 18,940 $ 96,187 $ 2,555 $ 14,235 $ 22,071 $ 538 $ 1,867 $ 2,313 $ 11,756 $ 12,096 $ 69,537 $ 11,866 $ 40,925 $ 39,651 $ 8,248 $ 40,988 $ 1,600 $ 5,586 $ 4,382 $ 134,488 Reclassification $ - $ - Travel $ - $ - Program Training $ 7,941,633 $ (0) $ 1,189,581 $ 1,387,730 $ 1,046,100 $ 954,533 $ 22,703 $ 149,737 $ 299,746 $ 5,321 $ 56,474 $ 69,254 $ 84,168 $ 115,466 $ 663,811 $ 113,275 $ 426,628 $ 360,444 $ 412,308 $ 312,350 $ 17,036 $ 194,414 $ 60,556 $ 7,941,633 WIA Youth Contracts $ 1,177,017 $ - $ - $ - $ 850,000 $ - $ - $ - $ - $ - $ 327,017 $ - $ - $ - $ - $ 1,177,017 Salaries and Benefits $ 2,828,229 $ 195,998 $ 1,254,449 $ 284,305 $ 73,468 $ 733,280 $ - $ 95,304 $ 50,887 $ 514 $ 4,111 $ 4,111 $ - $ - $ - $ - $ 35,963 $ 34,975 $ 19,085 $ 26,891 $ 520 $ - $ 14,368 $ 2,828,229 Contract Labor $ 242,956 $ 1,653 $ 24,820 $ 5,231 $ 17,500 $ 6,000 $ - $ 3,197 $ 1,526 $ - $ 103 $ 155 $ - $ - $ - $ - $ 49,083 $ 10,333 $ 14,080 $ 77,525 $ - $ 31,750 $ - $ 242,956 Internship $ - $ - $ - $ - $ - $ - $ - $ - Incentives/Stipends $ 17,300 $ - $ - $ - $ - $ 11,300 $ - $ - $ - $ - $ - $ - $ - $ 6,000 $ - $ 17,300 Support Services/ Participants $ 98,107 $ - $ 13,309 $ 4,436 $ - $ 7,508 $ - $ - $ - $ - $ - $ - $ 2,718 $ - $ - $ - $ 15,000 $ 15,000 $ - $ 25,000 $ 15,136 $ - $ - $ 98,107 Training-TAA $ 2,500 $ 2,500 $ - $ - $ - $ - $ - $ 2,500 Training-ITA/OST $ 553,383 $ - $ 186,406 $ 38,835 $ 3,000 $ - $ - $ - $ - $ - $ - $ - $ 70,143 $ - $ - $ - $ 120,000 $ 60,000 $ - $ 75,000 $ - $ - $ - $ 553,383 Training-OJT $ 505,586 $ - $ 194,173 $ 90,614 $ - $ - $ - $ - $ 86,400 $ 134,400 $ - $ - $ - $ - $ - $ 505,586 Training-Cust./Employed Worker $ 7,767 $ - $ 7,767 $ - $ - $ - $ - $ 7,767 Work Experience/ Internships/ Participant Wages $ 141,397 $ - $ - $ - $ 5,000 $ 136,397 $ - $ 141,397 Travel $ 34,445 $ 6,000 $ 8,913 $ 2,449 $ 2,000 $ 4,408 $ - $ 776 $ 2,261 $ 0 $ 1,491 $ 1,704 $ - $ - $ - $ - $ 700 $ 701 $ - $ - $ 10 $ 1,282 $ 1,750 $ 34,445 One Stop Shared Costs $ 576,004 $ - $ 163,410 $ 60,917 $ - $ 81,644 $ 21,000 $ 32,486 $ 129,837 $ 355 $ 10,960 $ 38,981 $ - $ - $ - $ - $ 18,364 $ 16,424 $ - $ - $ 125 $ - $ 1,500 $ 576,004 Other Operating Expenses $ 1,667,284 $ 146,038 $ 127,686 $ 23,116 $ 82,505 $ 46,269 $ - $ 8,483 $ 32,446 $ 1,593 $ 38,564 $ 22,761 $ 3,470 $ 107,403 $ 617,452 $ 105,364 $ 73,834 $ 62,177 $ 46,628 $ 80,608 $ 178 $ 15,261 $ 25,448 $ 1,667,284 Allocated Program Indirect $ 89,658 $ (349,689) $ 136,588 $ 32,532 $ 12,627 $ 64,124 $ 1,703 $ 9,490 $ 14,714 $ 359 $ 1,245 $ 1,542 $ 7,837 $ 8,064 $ 46,358 $ 7,911 $ 27,283 $ 26,434 $ 5,498 $ 27,326 $ 1,067 $ 3,724 $ 2,922 $ 89,658 Reclassification $ - $ - $ (927,940) $ 845,295 $ - $ - $ - $ - $ 68,076 $ - $ - $ - $ - $ - $ 14,569 $ - Total Planned Expenditures $ 8,600,654 $ (0) $ 1,394,463 $ 1,436,528 $ 1,065,040 $ 1,050,719 $ 25,258 $ 163,972 $ 321,817 $ 5,859 $ 58,341 $ 71,566 $ 95,923 $ 127,562 $ 733,348 $ 125,141 $ 467,553 $ 400,095 $ 420,555 $ 353,338 $ 18,636 $ 200,000 $ 64,939 $ 8,600, $ 0 S:\WDAcct\Budgets\PY2018\ FINAL PY Budget

9 AGENDA ITEM #5 AGENDA ITEM SUMMARY TITLE: STRATEGIC GOAL: POLICY/PLAN/LAW: ACTION REQUESTED: BACKGROUND: Board of Directors Membership Recertification Administration & Strategic Planning Interlocal Agreement Review Membership Recertification The Chairperson and the Vice-Chairperson s terms shall be limited to two (2) terms and the Treasurer shall be limited to four (4) terms. The terms of the officers are limited to two (2) terms consecutively in the same role. There are no limitations on the number of terms not in sequence or in different roles. Board members shall be appointed for fixed and staggered terms and may serve until their successors are appointed. After the initial staggered terms, terms of Board members shall be three years. Term appointments are staggered based upon original/initial term appointment to the Board of Directors by the Treasure Coast Consortium. At the end of each program year, the Board member roster is reviewed and those members, in good standing and whose current 3 year term is set to expire, are brought to the Treasure Coast Consortium meeting for review, approval and renewal of another 3 year term. The Membership Recertification was reviewed and approved, as presented, by the Treasure Coast Consortium on July 19, STAFF RECOMMENDATION: SUPPORTING MATERIALS: N/A Board Membership Roster; Attendance Roster BOARD STAFF: Brian Bauer, President/CEO bbauer@careersourcerc.com ext. 418

10 TOTAL NUMBER OF BOARD MEMBERS DATE FORM COMPLETED 21 LOCAL WORKFORCE DEVELOPMENT BOARD (LWDB) MEMBERSHIP LOCAL WORKFORCE DEVELOPMENT BOARD NAME: CareerSource Research Coast - 20 NAME OF LWDB MEMBERS AREA(S) OF REPRESENTATION NOMINATING ORGANIZATION DEMOGRAPHICS APPOINTMENT DATE PERIOD OF APPOINTMENT RENEWAL DATE Werner Bols BU - Business Bols Construction M - Mal W - White (not OI - Old 07/01/83 07/01/16 06/30/19 7/1/19 Pamela Burchell BU - Business Treasure Coast Hospice F - Fem W - White (not Select co 01/28/08 07/01/17 06/30/20 7/1/20 Helene Caseltine OTHER - Other (please specify grou IRC Chamber of Commerce, Economic Dev. Dir. F - Fem W - White (not Select co 07/01/12 07/01/15 06/30/18 7/1/18 Robert Cenk BU - Business Homecrete Homes, Inc. M - Mal W - White (not Select co 09/28/15 07/01/15 06/30/18 7/1/18 Suzanne Desposati GRVRD - Government Representativ Vocational Rehabilitation F - Fem W - White (not D 09/01/11 07/01/17 06/30/20 7/1/20 Carrol Frischkorn BU - Business Frischkorn Builders F - Fem W - White (not Select co 07/08/93 07/01/17 06/30/20 7/1/20 Pamela Houghten BU - Business Torrey Pines Institute for Molecular Studies F - Fem W - White (not Select co 08/10/09 07/01/15 06/30/18 7/1/18 Peter Kemp BU - Business Huston's Commercial Interiors M - Mal W - White (not Select co 02/17/06 07/01/15 06/30/18 7/1/18 Dr. Edwin Massey ETPC - Education and Training Provi Indian River State College M - Mal W - White (not Select co 03/13/96 07/01/17 06/30/20 7/1/20 Sean Mitchell WOLO - Workforce-Labor Organizati Ironworkers Local Union 402 M - Mal W - White (not Select co 03/01/05 07/01/17 06/30/20 7/1/20 Terrance Moore BU - Business Moore Solutions Inc. M - Mal B - Black/Afric Select co 07/01/12 07/01/15 06/30/18 7/1/18 Debbie Perez BU - Business Martin Health Systems F - Fem W - White (not Select co 06/25/14 07/01/17 06/30/20 7/1/20 Wayne Gent ETPO - Education and Training Provi SLC School District M - Mal W - White (not Select co 07/01/18 07/01/18 06/30/19 7/1/20

11 LWDB BOARD MEMBERSHIP NAME OF LWDB MEMBERS AREA(S) OF REPRESENTATION NOMINATING ORGANIZATION (Continued) DEMOGRAPHICS Jeannie McCall BU - Business Paradigm Precision F - Male W - White (not Hisp Select David Freeland WOLO - Workforce-Labor Organization SLC Classroom Teachers' Waldo Tames BU - Business LF Staffing & Labor Wayne Teegardin Finder Peter Tesch Anthony Bonna WOV - Workforce-Communitybased Orga GRED - Government Representative-Econ GRO - Government Representative-Other M - Female W/H - White and His Select M - Male W - White (not Hispa Select SLC Veteran Services M - Male W - White (not Hispa V - Veteran SLC EDC M - Male W - White (not Hispa Select SLC Board of County Com Maddie Williams BU - Business Treasure Coast Builder's Association Dr. Mark Rendell ETPA Education & Indian River County School District Training Pro M - Female W - White (not Hispa Select F - Female W - White (not Hisp Select M Male W White (not Hisp) Select APPOINTMENT DATE PERIOD OF APPOINTMENT RENEWAL DATE 05/30/18 07/01/18 06/30/21 7/1/21 04/1/18 07/01/18 06/30/21 7/1/21 08/16/10 07/01/16 06/30/19 7/1/19 06/25/14 07/01/17 06/30/20 7/1/20 06/25/14 07/01/17 06/30/20 7/1/20 01/01/17 707/01/17 06/30/18 7/1/20 09/28/15 07/01/15 06/30/18 7/1/18 07/01/16 07/01/16 06/30/19 7/1/19 Select an Area... Select an Area... Select an Area... Select an Area... Select an Area... Select an Area... Select an Area... Select an Area... Select an Area... Select a G Select a Race/Ethnic Select Select a G Select a Race/Ethnic Select Select a G Select a Race/Ethnic Select Select a G Select a Race/Ethnic Select Select a G Select a Race/Ethnic Select Select a G Select a Race/Ethnic Select Select a G Select a Race/Ethnic Select Select a G Select a Race/Ethnic Select Select a G Select a Race/Ethnic Select

12 AREA(S) OF REPRESENTATION CODES BU Business WOLO Workforce-Labor Organization WOJ Workforce-Joint labor-management Apprenticeship Program WOD Workforce-Community-based Organizations representing Individuals with Disabilities (optional) WOV Workforce-Community-based Organizations representing Veterans (optional) WOY Workforce-Community-based Organizations representing Youth (optional) ETPA Education and Training Provider-Adult Education and Literacy ETPC Education and Training Provider-Institution of Higher Education ETPO Education and Training Provider-Other Providers (optional) GRED Government Representative-Economic Development GRES Government Representative-Employment Service GRVRD Government Representative-Vocational Rehabilitation GRO Government Representative-Other (optional) OTHER Other (please specific group/program being represented) (optional) GENDER CODES M Male F Female RACE/ETHNIC CODES W White (not Hispanic) B Black/African American (not Hispanic) W/H White and Hispanic B/H Black and Hispanic O Other OTHER CODES D Disabled individual OI Older individual V Veteran DEMOGRAPHICS CODES

13 ATTENDANCE ROSTER JULY 1, JUNE 30, 2018 # BOARD MEMBER 08/30 11/29 01/31 03/28 05/30 06/27 Total 1 Werner Bols T E X T T X 5 2 Commissioner Anthony Bonna X X 2 3 Bob Cenk X X X X E X 5 4 Carrol Frischkorn U E X E E U 1 5 David Freeland U X E X X 2 6 Debbie Perez X X X E X E 4 7 Edwin Massey/ Donna Rivett X X X X X X 6 8 Helene Caseltine T T X X E X 5 9 Jeannie McCall X X X T X 2 10 Laurie Gaylord / Ginger Featherstone X T X X U T 5 11 Pam Houghten E X X X T X 5 12 Pamela Burchell X X X X X X 6 13 Peter Kemp T X T X E T 5 14 Sean Mitchell X X X X X X 6 15 Suzanne Desposati X X X X X X 6 16 Terrance Moore X X X X X X 6 17 Waldo Tames X E X T E T 4 18 Wayne Teegardin X X X X X E 5 19 Pete Tesch X E T T X E 4 20 Maddie Williams X T T X X X 6 21 OPEN # EXECUTIVE COMMITTEE 7/14 8/11 9/15 10/13 11/3 12/15 1/12 2/16 3/16 4/13 5/11 6/15 Total 1 Werner Bols X X T X T X E E E 6 2 Pamela Burchell - Vice Chair E T X T X X X X X 8 3 Bob Cenk - Chair X X X X X X E X X 8 4 Pam Houghten X T X X X X X X X 9 5 Sean Mitchell - Treasurer X X X T X T X X E 8 6 Waldo Tames X E E X X T X # YOUTH COUNCIL 8/1 10/17 12/12 2/6 4/3 6/5 Total 1 Bob McPartlan T T T T 4 2 Chris Martinez - Margie Dotson T X X X 4 3 Dr. Edwin Massey - Donna Rivett/Lila White X X X X 4 4 Dr. Mark Rendell - Christi Shields T T E X 3 5 Freddie Woolfork E U T T 2 7 Kurt Riley - Chair X X X 3 8 Laurie Gaylord - Elia Parsons/Lana Barros X X E X 3 9 Maddie Williams X X X X 4 10 Madeleine Greenwood E 11 Monica Jacobsen X E E X 2 12 Pam Houghten E X X X 3 13 Theresa Bishop U X E X 2 14 Terrance Moore E X X E 2 15 Vicki Rodriquez E E U 16 Wayne Gent - Michael Carbenia/Aliesha Seitz T X X X 4 17 William Armstead X U U U 1 18 Wydeea Wilson T X E X 3 # PROGRAMS & SERVICES 8/2 10/4 12/6 2/7 4/4 6/6 Total 1 Pamela Burchell T X X X 4 2 Suzanne Desposati E X X X 3 3 Edwin Massey/Donna Rivett X E X X 3 4 Pam Houghten X X X X 4 5 Debbie Perez T E X T 3 6 Wayne Teegardin - Chair X T E X 3 7 Pete Tesch E T E E 1 E = Excused T = Teleconference U = Unexcused X = Attended

14 AGENDA ITEM #6 AGENDA ITEM SUMMARY TITLE: STRATEGIC PLAN: POLICY/PLAN/ LAW: ACTION: Annual Report Operational Intelligence Board Procedure Review Annual Report BACKGROUND: Each year the staff provides an Annual Report. This year s annual performance report will be showcased at the meeting and will cover the Program Year July 1, 2017 to June 30, STAFF RECOMMENDATION: SUPPORTING MATERIALS: CONTACT: N/A Annual Report Brian Bauer, President/CEO bbauer@careersourcerc.com ext. 418

15 ANNUAL REPORT We operate with the utmost integrity. Form quality partnerships. Deliver excellence in performance. Never settle; staying innovative and embracing change. Are life-long learners. We operate with the utmost integrity. Form quality partnerships. Deliver excellence in performance. Never settle; staying innovative and embracing change. Are life-long learners.

16 Board of Directors Our Board of Directors represents the diversity of businesses, government services, and community organizations that operate in the local workforce development area. Werner Bols President Bols Construction Anthony Bonna Commissioner St. Lucie County Board of County Commissioners Pamela Burchell, Vice Chair Vice President of Education and Culture Treasure Coast Hospice Helene Caseltine Director of Economic Development Indian River County Chamber Of Commerce Robert Cenk, Chair Vice President Homecrete Homes, Inc. Suzanne Desposati Counselor Analyst Vocational Rehabilitation David Freeland President St. Lucie County Classroom Teachers Association Carrol Frischkorn Vice President Frischkorn Builders Laurie Gaylord Superintendent Martin County School District Pamela Houghten, Past Chair Vice President of Administration & Outreach Torrey Pines Institute for Molecular Studies Peter Kemp President Huston s Commercial Interiors Dr. Edwin Massey President Indian River State College Jeannie McCall Director of Human Resources Paradigm Precision Sean P. Mitchell, Treasurer Business Manager Ironworkers Local Union 402 Terrance Moore CEO Moore Solutions, Inc. Debbie Perez Assistant Vice President Human Resources Martin Health Systems Waldo Tames President/CEO Lf Staffing & Labor Finders of Florida Wayne Teegardin Veteran Services Manager St. Lucie County Veteran Services Pete Tesch Executive Director Economic Development Council of St. Lucie County Maddie Williams President Treasure Coast Builder s Association

17 Community Partners CareerSource Research Coast partners with many local community agencies, education, local government and employer associations to stay current on local resources and coordinate workforce services with local area initiatives. Members of our Board and staff participate on many local boards and committees, including, but not limited to: American Association of Retired Persons (AARP) Best Places to Work Boys & Girls Clubs Business Development Board of Martin County CareerSource Florida Circuit Nineteen Juvenile Justice Advisory Board Council of Social Agencies of St. Lucie County Department of Economic Opportunity Department of Juvenile Justice Programs - Indian River, St. Lucie and Martin counties Department of Vocational Rehabilitation Division of Blind Services Early Learning Coalition of Indian River, Martin and Okeechobee Counties Early Learning Coalition of St. Lucie County Economic Development Council of Indian River County Economic Development Council of St. Lucie County Education Foundation of St. Lucie County Executive Roundtable of St. Lucie County Farmworker Career Development Program Florida Rural Legal Services Florida s Research Coast Economic Development Coalition Fortis Institute Habitat for Humanity Housing Authority of Fort Pierce Indian River County Chamber of Commerce Indian River State College Indiantown Interagency Coalition Keiser University Lincoln Park Common Good Initiative

18 Local Coordinating Board for the Transportation Disadvantaged - Indian River, St. Lucie and Martin Counties Martin County Interagency Coalition Martin County School District Parent Academy Public Defender's Re-entry Programs - Indian River, St. Lucie and Martin Counties Restoring the Village Youth Initiative Saint Lucie County Community Services School District of Indian River County St. Lucie Public School System Treasure Coast Manufacturers Association Treasure Coast Builders Association Treasure Coast Council of Local Governments Treasure Coast Homeless Services Council Treasure Coast Interagency Transition Coalition Treasure Coast Shared Services Alliance United Against Poverty Veteran Services of Indian River, St. Lucie and Martin Counties Village Coalition of Youth Activities Virginia College

19 Annual Performance Report as a Direct Provider of Workforce Services CareerSource Research Coast (CSRC), the Local Workforce Development Board serving Indian River, St. Lucie and Martin Counties (LWDB 20), has operated as the direct provider of workforce services since January 1, In the Direct Services Model, CSRC has reduced costs, improved operations and improved the image of the local career center system. The actual reduction in costs by providing services rather than contracting services to another provider for the Program Year was $648, and for the Program Year was $636, ,418 individuals were served at CSRC Career Centers during Program Year The number of services provided to career seekers was 127,407. As a result, 4,445 career seekers were placed in jobs. CSRC has met and/or exceeded the State s Individual Training Account (ITA) Expenditure Requirement each year since enactment. $489, was spent on WIOA Adult/ Dislocated Worker Training programs: On-the- Job Training (OJT), Individual Training Account (ITA), Job Readiness and Customized Training. CSRC continues to improve performance, meet and exceed goals as measured by State and Federal Standards. For the past five years, CSRC has met and exceeded the Federal/State Workforce Common Measures. HIGHLIGHTS Welfare Transition Program (WTP): One hundred twenty-four (124) WTP participants entered employment at an average wage of $10.77 per hour. This calculates to earnings of $2,777, contributing to our local economy. Supplemental Nutrition Assistance Program (SNAP): Thirty-nine (39) SNAP participants entered employment at an average wage of $10.04 per hour. This calculates to earnings of $814, contributing to our local economy. Workforce Innovation & Opportunity Act (WIOA): One hundred sixty-one (161) individuals who received training scholarships through the WIOA program entered employment at an average wage of $18.80 per hour. This calculates to earnings of $6,295, contributing to the local economy. For the Program Year , 82 WIOA participants were placed in classroom training at an average cost of $2, contributing to the investment in classroom training to $189, Community Based Sector Strategy Training Initiative Award: Healthcare - Twenty (20) Registered Nursing (RN) students/participants are enrolled in RN training at Indian River State College under this Community Based Sector Strategy Training Initiative. Each RN training participant, enrolled through this initiative, has been assigned a WIOA Career Planner who provides case management and makes contact with them at least once monthly. All 20 RN training participants funded through this initiative are progressing and are in their second semester of training. Sector Strategy Training Initiative, Manufacturing In collaboration with the Treasure Coast Manufacturer s Association (TCMA) and other stakeholders, the Strategic Development team successfully registered the Industrial Manufacturing Technician (IMT) apprenticeship Florida

20 Department of Education. With the IMT, the first of its kind for the state of Florida, apprentices gain on-the-job-learning in the critical manufacturing work processes and related tasks and participate in formal education, preparing them for career advancement opportunities in the manufacturing industry. Recruiting events were held at CSRC Career Center locations and at area manufacturing facilities in order to have applications for the 30 spots available. Currently there are 15 apprentices enrolled in the program who have been entered in the RAPIDS system required by the US Department of Labor. Pathways To Prosperity, Pre-Apprenticeship - CSRC is utilizing the Pathways to Prosperity funding to address the shortage of skilled manufacturing workers, by preparing participants through a Pre-Apprenticeship program for entry into the newly registered Industrial Manufacturing Technician Apprenticeship. The IMT Pre-Apprenticeship Standards were approved by the Florida Department of Education. The recruitment for this program will be done by the Youth Connections Team, recruiting young adults between the ages of 17 and 24. This program will provide for an internship of 20 hours per week with a wage of $10 per hour for 10 weeks, The pre-apprentices will learn specific on-the-job skills through a mentorship and the opportunity to experience company culture. Veteran s Services: CSRC served 938 veterans throughout the Local Workforce development Area (LWDA) providing 10,790 services to those veterans resulting in 320 veterans entering employment. CSRC held its annual event for homeless veterans, The Treasure Coast Homeless Veteran Stand Down. CSRC partnered with federal, state and local entities to provide services to this special group of veterans. The event was held indoors and structured to make it easy to receive services along with areas designated for privacy if needed. Some of the services provided include free transportation to and from the event, legal assistance, housing assistance, mental health, dental screenings, Social Security services, Veterans Administration services, haircuts, warm showers and hot meals. Clothing and supplies including backpacks, toiletries, and blankets were also provided. In an effort to recognize and promote companies that have a Veteran-friendly workplace, the Veteran Friendly Employer of the Year award program has been created. To be considered employers must demonstrate a veteran friendly hiring initiatives as part of their overall recruiting strategy. Scott Bray, Local Veteran s Employment Rep (LVER), presented awards to recognize two companies that hire veterans with higher than average annual salaries and have a long retention record for their veteran employees. The employers recognized actively participated in job fairs, and provided support to multiple events, including our annual Treasure Coast Homeless Veterans Stand Down and Paychecks for Patriots events. The two companies recognized were Venergy Group and Walmart Transportation. Other Veteran Job Fairs were held during the program year: Paychecks for Patriots: On November 16th, CSRC partnered with the City of Port St. Lucie to host Paychecks for Patriots, a special hiring fair for veterans and their families. Over 100 veterans and civilians seeking job opportunities were in attendance. Over thirty employers and fifteen community partners helped make the event possible. In collaboration with CareerSource Northeast Florida, a recruitment event for one of our local businesses, Venergy Group. Corey Clive, owner of Venergy Group, was

21 looking to hire veterans in the Jacksonville LWDA with opportunities such as: Electricians, HVAC Technicians and Project Managers. The event took place at three different locations in the month of January. Migrant Seasonal Farmworker Program (MSFW): For the program year, CSRC made 1,869 contacts with migrant seasonal farmworkers. Four hundred and six (406) participants were placed in jobs. The CSRC MSFW Program also presented a workshop at the 2017 Workforce Professional Development Summit, Integrating One-Stop Partners: One LWDB s Experience with Meeting the Intent of Collaboration under WIOA. Business & Employer Services: For the program year, CSRC served 1,030 employers and our Business Engagement Surveys Sent state goal was met. CSRC s target goal for Business Engagement Customer Satisfaction was eight (8) out of ten (10) and the score achieved was 9.3. During the program year, CSRC focused on sector strategies, with Manufacturing, Healthcare and Skilled Trades as the targeted industries. In this regard, On-the-Job Training (OJT) contracts were awarded in these industry sectors. Sixty-seven percent (67%) of OJT funding or $149,958 was awarded to healthcare providers and sixteen percent (16%) or $35,811 was awarded to support area manufacturers. In collaboration with partners and community stakeholders, CSRC conducted three (3) major job fairs during the program year with 1,412 career seekers in attendance. CSRC also conducted over sixty (60) specific hiring events for area employers, resulting in over 250 hires. WIOA Youth: CSRC contracted with Eckerd Connects through a sub-recipient agreement, to provide WIOA Youth Programming for In-School (ISY) and Out-of-School (OSY) youth for Program Year The Youth Connections program has proven to be a successful partnership with improved services to youth in the LWDA and increased performance. The CareerSource Research Coast Youth Council meets bi-monthly to monitor the activities and quality of the WIOA Youth Program. The Youth Connections Team conducted fiftyseven (57) outreach events to recruit youth program participants over the course of the program year and offered 1,106 services to these youth participants. The Youth Connections Program exceeded the Federal/State Youth Performance Measures and placed 76 youth in work experience opportunities with earnings totaling $118,233. The Youth Connections Program collaborated with The Village of Indiantown and the Indiantown/Western Martin County Chamber of Commerce to host a Youth Connections Jobs+ Fair at the Indiantown Civic Center in June In June 2018, Keiser University, Wells Fargo Bank, and the Treasure Coast Roofers and Sheet Metal Association partnered with CareerSource Research Coast to facilitate the Summer of Success Summit. The Summit provided work-readiness training, individual resume assistance and the much anticipated "Paper Chase", an interactive job fair! The SUCCESS was as follows: 74 Youth enrolled in Summer of Success Summit 51 Youth attended the Summit 29 employers participated in the Paper Chase

22 BEST PRACTICE: CareerSource Research Coast partnered with Indian River State College, Habitat for Humanity, and Treasure Coast Builder s Association to develop a local YouthBuild project, titled Building Fort Pierce, which began on January 9, participants were recruited for Phase 1 of the project and 37 attended the first day of the Mental Toughness portion of the program. Through various classroom activities that helped gauge suitability, 28 participants were selected to continue through the program, which exceeded the goal of 25 participants for the first cohort. The Building Fort Pierce program will offer participants occupational certifications, GED attainment, the opportunity to earn income and on-the-job training during the hands-on on-site construction phase. Eighteen youth are actively engaged in the Youth Build program working towards occupational certification and GED attainment. They completed construction of a tiny house on April 27, 2018 and are currently seeking employment. YouthBuild currently has five (5) youth placed in employment with local employers.

23 CAREERSOURCE RESEARCH COAST: PROVIDING OPPORTUNITIES. IMPROVING LIVES.

24 What is CareerSource Research Coast? CareerSource Research Coast is a private, non-profit, Florida corporation with a Board of Directors consisting of private business, economic development and education representatives, community and state agencies, and elected officials. Members of the Board represent the diversity of businesses, organizations and trades that operate in the local workforce development area comprised of Indian River, Martin and St. Lucie counties. We are chartered by the State of Florida to create and manage a workforce development service delivery system responsive to the needs of businesses and career seekers. We offer award-winning programs and partnerships recognized locally, statewide, and nationally. Our staff members are certified workforce professionals often recognized by their peers as leaders in workforce development. CareerSource Research Coast 584 NW University Blvd. Suite 100 Port Saint Lucie, FL Phone: Fax: careersourcerc.com