PROGRAM YEAR 2012 LOCAL AREA PLANNING WORKSHEET WIA TITLE I ADULT (2020) and DISLOCATED WORKER (2030) PART I. LOCAL AREA IDENTIFICATION INFORMATION: A. LOCAL AREA NAME: Using the provided Excel Spreadsheet, enter your Local Area s name on the Adult Worksheet. (The name will automatically carry over to each individual spreadsheet. A zero character will be represented on the subsequent spreadsheets until the information is typed in as referenced above.) B. LOCAL AREA NUMBER: Enter the Local Area s two-digit identification number. (The number will automatically carry over to each individual spreadsheet.) C. PROGRAM DURATION: For Program Year 2012 this date is July 1, 2012 through June 30, 2013 (preprinted on each worksheet). D. DATE SUBMITTED: Enter the current day's date for the submission date each time the Local Area Planning Worksheet is submitted. E. TYPE OF ACTION/ADMINISTRATIVE ADJUSTMENT NUMBER: Complete the appropriate space indicating whether the action is an administrative adjustment or a modification and insert the number. Administrative adjustments and modifications will start at number 1 for PY 2012. F. REASON FOR SUBMISSION: Provide a brief explanation outlining the reason for the planning worksheet submission. For example: To incorporate PY 2012 July Portion of WIA allocation into current workforce development plan. Reference the NFA number that corresponds with the appropriate Administrative Adjustment. PART II. PLANNING WORKSHEET (ADULT): Complete the applicable column in the worksheet using these instructions. COLUMN A. CURRENT PY 2012 PYA AMOUNT For PY 2012 Local Area Plan enter the Local Area Program funds from the Adult Allocation found in Attachment O of the PY 2012 Local Area Transition Plan Instructions. COLUMN B. PY 2012 FUND TRANSFER If the Local Area transfers funds to or from the PY 2012 Adult program, complete the PY 2012 row in Part II, Column B. Fund transfers must be made in whole dollars. Transfers cannot exceed 50% of the Program funds for the allocation for Program Year 2012. (July Portion/October Portion)
COLUMN C. RESULTING PY 2012 PYA AMOUNT The Resulting PY 2012 PYA Amount, Part II, Column C Resulting PY 2012 Amount funds will be calculated by Excel. COLUMN D. CURRENT PY 2011 PYA AMOUNT Enter the PY 2011 Program amount from the PYA Budget Screen on the Financial Management Information System (FMIS) for Program Year 2011 Fund 2020. Any transfers of PY 2011 Program funds to or from the Adult program will be indicated on this screen, and the revised Program total will be indicated in the Total column on the far right-hand side on the PYA Budget screen. PART III. PLANNING WORKSHEET (DISLOCATED WORKER): Complete the applicable column in the worksheet using these instructions. COLUMN A. CURRENT PY 2012 PYA AMOUNT For PY 2012 Local Area Plan enter the Local Area Program funds from the Dislocated Worker Allocation found in Attachment O of the PY 2012 Local Area Transition Plan Instructions. COLUMN B. PY 2012 FUND TRANSFER If the Local Area transfers funds to or from the PY 2012 Dislocated Worker program, complete the PY 2012 row in Part III, Column B. Fund transfers must be made in whole dollars. Transfers cannot exceed 50% of the Program funds for the allocation for Program Year 2012. (July Portion/October Portion)
COLUMN C. RESULTING PY 2012 PYA AMOUNT The Resulting PY 2012 PYA Amount, Part II, Column C Resulting PY 2012 Amount funds will be calculated by Excel. COLUMN D. CURRENT PY 2011 PYA AMOUNT Enter the PY 2011 Program amount from the PYA Budget Screen on the Financial Management Information System (FMIS) for Program Year 2011 Fund 2030. Any transfers of PY 2011 Program funds to or from the Dislocated Worker program will be indicated on this screen, and the revised Program total will be indicated in the Total column on the far righthand side on the PYA Budget screen. FUND TRANSFERS FOR ADULT AND DISLOCATED WORKER FUNDS North Carolina is required to track, manage and report Adult and Dislocated Worker expenditures by fund and by the fiscal year of each allotment portion. Local Areas may submit transfer requests by the 5 th working day of June of the current year s funds. (Reference Local Area Issuance Number 2009-20, Change 1). The U.S. Department of Labor has given North Carolina waiver approval for transfers up to 50%. A fund transfer is initiated by the Local Area s submission of an administrative adjustment (including the planning worksheets for Adult and Dislocated Worker funds), and a NFA is issued by DWD to reflect the transfer. At the time of any transfer, a Local Area must have sufficient unspent funds and sufficient cash on hand in the allocation portion from which funds will be transferred to cover the amount of the transfer. Otherwise, the request can not be approved. Transfers may only occur between Adult and Dislocated Worker programs. Only formula base allocations may be used by the Local Areas when determining the percent of funds eligible for transfer.
PROGRAM YEAR 2012 LOCAL AREA PLANNING WORKSHEET WIA TITLE I YOUTH (2040) PART I. LOCAL AREA IDENTIFICATION INFORMATION: A. LOCAL AREA NAME: The Local Area name will automatically carry over to each individual spreadsheet once the information is completed on the Adult spreadsheet. B. LOCAL AREA NUMBER: The Local Area s two digit identification number will automatically carry over to each individual spreadsheet once the information is completed on the Adult spreadsheet. C. PROGRAM DURATION: For Program Year 2012 this date is July 1, 2012 through June 30, 2013. D. DATE SUBMITTED: Enter the current day's date for the submission date each time the Local Area Planning Worksheet is submitted. E. TYPE OF ACTION/ADMINISTRATIVE ADJUSTMENT NUMBER: Complete the appropriate space indicating whether the action is an administrative adjustment or a modification and insert the number. F. REASON FOR SUBMISSION: The Local Area must provide a brief explanation outlining the reason for the planning worksheet submission. For example: To incorporate PY 2012 July portion of WIA allocation into current workforce development plan. PART II. PLANNING WORKSHEET: Complete the applicable columns in the budget using these instructions. COLUMN A. CURRENT PY 2012 PYA AMOUNT Enter the Local Area Program funds from the Youth Allocation Sheet found in Attachment O of the PY 2012 Local Area Transition Plan Instructions. COLUMN B. CURRENT PY 2011 PYA AMOUNT Enter the PY 2011 Program amount from the PYA Budget Screen on the Financial Management Information System (FMIS) for Program Year 2011 Fund 2040.
PROGRAM YEAR 2012 LOCAL AREA PLANNING WORKSHEET ADMINISTRATIVE COST POOL (2010) PART I. LOCAL AREA IDENTIFICATION INFORMATION: A. LOCAL AREA NAME: The Local Area name will automatically carry over to each individual spreadsheet once the information is completed on the Adult spreadsheet. B. LOCAL AREA NUMBER: The Local Area s two digit identification number will automatically carry over to each individual spreadsheet once the information is completed on the Adult spreadsheet. C. PROGRAM DURATION: For Program Year 2012 Administrative Cost Pool this date is July 1, 2012 through June 30, 2013 (preprinted on each worksheet). D. DATE SUBMITTED: Enter the current day's date for the submission date each time the Local Area Planning Worksheet is submitted. E. TYPE OF ACTION/ADMINISTRATIVE ADJUSTMENT NUMBER: Complete the appropriate space indicating whether the action is an administrative adjustment or a modification and insert the number. F. REASON FOR SUBMISSION: Provide a brief explanation (reason) outlining the reason for the planning worksheet submission. Ex. To incorporate PY 2012 July portion of WIA allocation into current workforce development plan. Reference the NFA number. PART II. PLANNING WORKSHEET: Complete the applicable columns in the worksheet using these instructions. COLUMN A. CURRENT PY 2012 PYA Amount 1. Adult: Copy the Administration amount from the Local Area Allocation page for Adult programs (Attachment O). 2. Dislocated Worker: Copy the Administration amount from the Local Area Allocation page for Dislocated Worker programs (Attachment O). 3. Youth: Copy the Administration amount from the Local Area Allocation page for Youth programs (Attachment O). 4. Total Administration: Excel will calculate the Total for Part II, Column A.
COLUMN B. CURRENT PY 2011 PYA AMOUNT Enter the PY 2011 Administration amount from the PYA Budget Screen on the Financial Management Information System (FMIS) for Program Year 2011 Fund 2010.
PROGRAM YEAR 2012 LOCAL AREA PLANNING WORKSHEET 10% STATEWIDE ACTIVITIES (2050) PART I. LOCAL AREA IDENTIFICATION INFORMATION: A. LOCAL AREA NAME: The Local Area name will automatically carry over to each individual spreadsheet once the information is completed on the Adult spreadsheet. B. LOCAL AREA NUMBER: The Local Area s two digit identification number will automatically carry over to each individual spreadsheet once the information is completed on the Adult spreadsheet. C. PROGRAM DURATION: For Program Year 2012 this date is July 1, 2012 through June 30, 2013 (preprinted on each worksheet). [Note: Some Statewide Activities, project may have alternate ending dates.] D. DATE SUBMITTED: Enter the current day's date for the submission date each time the Local Area Planning Worksheet is submitted. E. TYPE OF ACTION/ADMINISTRATIVE ADJUSTMENT NUMBER: Complete the appropriate space indicating whether the action is an administrative adjustment or a modification and insert the number. F. REASON FOR SUBMISSION: Provide a brief explanation outlining the reason for the planning worksheet submission. For example: To incorporate PY 2012 Statewide Activities Program Funds. Also, reference the NFA number. PART II. PLANNING WORKSHEET: COLUMN A. CURRENT PY 2012 PYA AMOUNT Enter the Local Area's PY 2012 Allocation for Statewide Activities or the amount of funds awarded to the Local Area for Capacity Building & Technical Assistance, performance incentives, special grants, option initiative, research and demonstration projects on the appropriate line describing the initiative. Each time that funds are increased or decreased for a specific category of statewide activities, a new planning worksheet should be completed. Excel will calculate the Total PY 2012 funds for Statewide Activities.
COLUMN B. CURRENT PY 2011 PYA AMOUNT Enter the Local Area's PY 2011 PYA Amount for Statewide Activities on the appropriate line: - Capacity Building & Technical Assistance - Incentives - Special Grants - Option Initiative - Pilot & Demonstration - Incumbent Worker Development Program The Division will make every effort to guide Local Areas in the selection of the appropriate cost category as future activities are offered. Excel will calculate the Total PY 2011 funds for Statewide Activities.
PROGRAM YEAR 2012 LOCAL AREA PLANNING WORKSHEET DISLOCATED WORKER CONTINGENCY FUNDS OR OTHER (2031) PART I. LOCAL AREA IDENTIFICATION INFORMATION: A. LOCAL AREA NAME: The Local Area name will automatically be carried over to each individual spreadsheet once the information is completed on the Adult spreadsheet. B. LOCAL AREA NUMBER: The Local Area s two digit identification number will automatically be carried over to each individual spreadsheet once the information is completed on the Adult spreadsheet. C. PROGRAM DURATION: For Program Year 2012 this date is July 1, 2012 through June 30, 2013 (preprinted on each worksheet). [Note: Some 2031 funded projects may have alternate ending dates.] D. DATE SUBMITTED: Enter the current day's date for the submission date each time the Local Area Planning Worksheet is submitted. E. TYPE OF ACTION/ADMINISTRATIVE ADJUSTMENT NUMBER: Complete the appropriate space indicating whether the action is an administrative adjustment or a modification and insert the number. F. REASON FOR SUBMISSION: Provide a brief explanation outlining the reason for the planning worksheet submission and reference the NFA number. PART II. PLANNING WORKSHEET: COLUMN A. CURRENT PY 2012 PYA AMOUNT Enter the Local Area s PY 2012 amount of funds awarded to the Local Area for Rapid Response, Capacity Building/Technical Assistance, Incentives, Special Grants, Pilot & Demonstration, or Incumbent Worker Development Program on the appropriate line describing the initiative. Each time that funds are increased or decreased for a specific category of activities, a new planning worksheet should be completed. Excel will calculate the Total PY 2012 funds for 2031.
COLUMN B. CURRENT PY 2011 PYA AMOUNT Enter the Local Area s PY 2011 PYA Amount as indicated on the FMIS screen. Excel will calculate the Total PY 2011 funds for Contingency Dislocated Worker Assistance or Other funds.