SOUTH FLORIDA WORKFORCE INVESTMENT BOARD Thursday, June 19, 2014 9:30 A.M. Doubletree Hotel – Convention Center 711 NW 72nd Avenue, 2nd Floor Miami, Florida 33126 AGENDA 1. Call to Order and Introductions 2. Approval of Meeting Minutes a. February 27, 2014 b. April 24, 2014 3. Chairman’s Report 4. Executive Directors’ Report 5. Executive Committee a. Information – Financial Reports i. April 2014 b. Information – Cash Reconciliations i. May 2014 c. Recommendation as to Approval of the SFWIB Nominating Committee d. Recommendation as to Approval of the 2014-2015 Budget e. Recommendation as to Approval to Reallocate Support Services funds among Youth Coop Inc. career centers. f. Recommendation as to Approval to Allocate Funds for Career Source Branding Project g. Recommendation as to Approval to Allocate TANF program funds h. Recommendation as to Approval to Accept and Allocate UC Funds 6. Audit Committee a. Recommendation as to Approval to Contract Auditing Services
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SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
Thursday, June 19, 2014
9:30 A.M.
Doubletree Hotel – Convention Center
711 NW 72nd Avenue, 2nd Floor
Miami, Florida 33126
AGENDA
1. Call to Order and Introductions
2. Approval of Meeting Minutes
a. February 27, 2014
b. April 24, 2014
3. Chairman’s Report
4. Executive Directors’ Report
5. Executive Committee
a. Information – Financial Reports
i. April 2014
b. Information – Cash Reconciliations
i. May 2014
c. Recommendation as to Approval of the SFWIB Nominating Committee
d. Recommendation as to Approval of the 2014-2015 Budget
e. Recommendation as to Approval to Reallocate Support Services funds among
Youth Coop Inc. career centers.
f. Recommendation as to Approval to Allocate Funds for Career Source Branding
Project
g. Recommendation as to Approval to Allocate TANF program funds
h. Recommendation as to Approval to Accept and Allocate UC Funds
6. Audit Committee
a. Recommendation as to Approval to Contract Auditing Services
7. Youth Council
a. Recommendation as to Approval to Allocate Funding to Miami-Dade College -
Take Stock In Children Scholarship Program
b. Recommendation as to Approval of WIA Youth Employment and Training
Services for Program Year 2014-2015 Contractors
c. Recommendation as to Approval of Funding for the Work Readiness - Young
Adult Work Program
8. Workforce System Improvement Committee
a. Information – Refugee Employment and Training Program Performance Overview
b. Information – Refugee Employment and Training Program Balanced Scorecard
Update
c. Information – Workforce Services Regional Performance Overview
d. Information – Workforce Services Balanced Scorecard Update
e. Recommendation as to Approval of Workforce Services Contractor
f. Recommendation as to Approval of the Revised Balance Scorecard Standard and
Performance Measures
9. Economic Development & Industry Sector Committee
a. Information - Employed Worker Training (EWT) Application for Miami Jewish
Health Systems, Inc.
b. Information – Employed Worker Training (EWT) Application for Noven
Pharmaceuticals, Inc.
c. Information – Individual Training Account (ITA) Performance Report Program
Year 2012-13
d. Recommendation as to Approval of Individual Training Account (ITA) Policy
e. Recommendation as to Approval of New Training Vendors and Programs
f. Recommendation as to Approval to issue a Business Services RFP
CareerSource South Florida An equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with
disabilities. All voice telephone numbers on this document may be reached by persons using TTY/TDD equipment via the Florida Relay Service at 711.
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
AGENDA ITEM NUMBER: 2A
AGENDA ITEM SUBJECT: MEETING MINUTES
DATE: February 27, 2014 at 9:30AM
Doubletree by Hilton Miami Airport Hotel –
Convention Center, 2nd floor
711 NW 72nd Avenue
Miami, Florida 33126
SFWIB MEMBERS IN
ATTENDANCE
1. West, Alvin,
Chairperson
2. Piedra, Obdulio, Vice-
Chairperson
3. Brown, Clarence
4. Chi, Joe
5. Datorre, Roberto
6. Diggs, Bill
7. DuBois, Victoria (non-
voting)
8. Ferradaz, Gilda
9. Fils-Aime, Sr., Daniel
10. Garza, Maria
11. Gibson, Charles
12. Huston, Albert Jr.
13. Marinelli, Frederick
14. Montoya, Rolando
15. Perez, Andre
16. Rod, Denis
17. Roth, Thomas
18. Scott, Kenneth
19. Socorro, Ivonne
20. Regueiro, Maria C
21. Talbert, Gregg
22. Walker, Wanda
23. Zewadski-Bricker,
Edith
SFWIB MEMBERS NOT IN
ATTENDANCE
24. Adrover, Bernardo
25. Arboleda, Carlos J.
26. Brecheisen, Bruce
27. Bridges, Jeff
28. Carpenter, Willie
29. Clayton, Lovey
30. del Valle, Juan-
Carlos
31. Gazitua, Luis
32. Jordan, Barbara
33. Ludwig, Philipp
34. Manning, Anne
35. Manrique, Carlos
36. Russo, Monica
SFW STAFF
Beasley, Rick
Almagro, Olivia
Almonte, Ivan
Alonso, Gus
Butkowski, Dennis
Garcia, Christine
Gomez, Maria
Hernandez, Juan
Jean-Baptiste, Antoinette
Kavehersi, Cheri
Morgan, Myria
Santis, Elizabeth
Smith, Marian
Assistant County
Attorney
Joni Mosley Miami-Dade
County Attorney’s office –
SFWIB’s Legal Counsel
SFWIB Meeting Minutes
February 27, 2014
Page 3
ATHER ATTENDEES
Andrade, Leslie – Future Tech Institute, Inc.
Barroso, Lupe – Cuban National Council, Inc.
Colena, Carol – CBT College
Cooper, James – New Horizons
Diaz, Maria – Metropolitan
Farinas, Irene – Adult Mankind Organization
Faughaner, Maria – New Professions Technical
Institute (NPTA)
Flores, Oscar – American Advance Technology
Institute
Fraga. Monica – Community Coalition, Inc.
Frances, Marcos – Transition, Inc.
Garcia, C – (Unknown)
Garcia, Pedro – UNIDAD of Miami Beach
Gavira- Lopez, Beatriz – SER Jobs for Progress,
Inc.
Gilbert, David – City of Miami
Gonzalez, Ana – City of Hialeah
Gonzalez, Mike – Community Technological
Institute of Miami
Hernandez, Florida – Lifeline Med Training
Herbecy, K – KRA Corporation
Lieburn, Ray – Cuban National Council
Lopez, Sonia – Cuban National Council, Inc.
Malony, Arnold – Arbor E&T, Rescare
Mendez, Mendez – Community Coalition, Inc.
Michelle, Mendez – Life Line Med Training
Moncada, Ana G – Future-Tech Institute, Inc.
Moncada, Eduardo – Future Tech Institute, Inc.
Moncada, Ivy – Future Tech Institute, Inc.
Perez, Chris - The Academy
Pichardo, Jorge – Youth Co-Op, Inc.
Rams, Marilyn – AARP Foundation
Raymond, Adrian – UNIDAD of Miami Beach
Rodances, Carlos – New Horizons, Inc.
Rodriguez, Tania – Academy South Florida
Scott, Don – KRC Corporation
Someillan, Ana – Adult Mankind Organization, Inc.
St. Fleur, Betina– The Academy of South Florida
St. Jean, Donard – Dade Institute Technology
Velez, Paulina – Youth Co-Op, Inc.
Vincent, Yanithe – Hebron Technical Institute
Agenda items are displayed in the order in which they were discussed.
1. Call to Order and Introductions
SFWIB Chairman, Alvin West called the meeting to order at 9:21am, asked all those present
introduce themselves and noted that all approval items would first be discussed. Quorum had
been achieved.
[Mr. Bill Diggs arrived]
SFWIB Meeting Minutes
February 27, 2014
Page 4
2.a. Approval of SFWIB Meeting Minutes December 19, 2014
Dr. Denis Rod moved the approval of December 19, 2014 meeting minutes. Motion seconded
by Ms. Gilda Ferradaz; Motion Passed Unanimously
5. Executive Committee
5.c. Recommendation as to Approval to Accept Local Veteran Employment Program
Supplemental Funds
Chairman West introduced the item and Executive Director Rick Beasley further discussed,
noting the Executive Committee’s recommendation for the Board’s approval to accept $18,701
in local veteran employment program supplemental funds.
Vice Chairman Obdulio Piedra moved the approval to accept local veteran employment program
supplemental funds. Motion seconded by Dr. Denis Rod: Motion Passed Unanimously
Mr. West wanted to ensure that all items brought before the Board for approval at today’s
meeting, had been reviewed and recommended by appropriate committees. Mr. Beasley
confirmed.
5.d. Recommendation as to Approval to Accept Emergency Unemployment Compensation
Program Supplemental Funds
Chairman West introduced the item. Mr. Beasley further discussed, noting the Executive
Committee’s recommendation for the Board’s approval to accept $46,794 in emergency
unemployment program supplemental funds.
Mr. Andy Perez moved the approval to accept emergency unemployment compensation program
supplemental funds. Motion seconded by Ms. Maria Garza; Motion Passed Unanimously
5.e. Recommendation as to Approval to Adjust the 2013-14 Budget for the Actual Carry-
Forward Dollars and Allocate Carry-forward Funds
Chairman West introduced the item. Mr. Beasley further discussed, noting the Committee’s
recommendation for the Board’s approval to adjust the 2013-14 Budget for the Actual Carry
Forward Dollars and Allocate Carry-forward Funds.
Dr. Rolando Montoya moved the approval to adjust the 2013-14 budget for the actual carry-
forward dollars and allocate carry-forward funds. Motion seconded by Mr. Albert Huston;
Further discussion(s):
Prior to Mr. Marinelli stepping out the meeting room, he’d asked whether this is a reallocation of
funds and questioned whether there had been a quorum to approve this item. Mr. Beasley
clarified the quorum procedure into record.
Item tabled until a quorum reestablished
5.f. Recommendation as to Approval to the Authorization for staff to release an RFP for the
Selection of Workforce Services Providers
SFWIB Meeting Minutes
February 27, 2014
Page 5
Chairman West introduced the item and Mr. Beasley further presented, noting the Executive
Committee’s request for the Board’s approval to release a RFP to provide Workforce Services
for Program Year (PY) 2014-15.
[Gregg Talbert arrived]
[Dr. Maria Regueiro arrived]
Ms. Maria Garza moved the approval to authorize staff to release an RFP for the selection of
workforce service providers. Motion seconded by Mr. Charles Gibson; Further Discussion(s):
Mr. Diggs asked whether the request to release an RFP is to replace current contractors and Mr.
Beasley further explained. Mr. Diggs further asked whether staff would reach out to small
businesses to encourage them to submit proposals. Mr. Beasley responded and noted that
currently, there are a total of six (6) CareerSource South Florida contractors that provide
employment services. Mr. Diggs asked whether they are local contractors and Mr. Beasley
further explained. Mr. Perez asked whether the location and population details are included in the
terms of the RFP and Mr. Beasley explained.
Mr. Perez asked whether the RFP is linked to specific locations within Miami-Dade and Monroe
Counties. Mr. Beasley further explained.
Motion Passed Unanimously
[The Board resumed to the discussion and approval of item 5e]
[Mr. Marinelli stepped out of the meeting room]
5.e. Recommendation as to Approval to Adjust the 2013-14 Budget for the Actual Carry-
Forward Dollars and Allocate Carry-forward Funds
Mr. Perez inquired about the funding process and Mr. Beasley explained that this agency uses a
first in, first out method.
[Mr. Joe Chi arrived]
Motion Passed Unanimously
[Mr. Marinelli returned]
5.g. Recommendation as to Approval to Authorize staff to Release an RFP for the Selection of
Youth Services Providers
Chairman West introduced the item. Mr. Beasley further discussed, noting the Committee’s
recommendation for the Board’s approval to authorize staff to release an RFP for the Selection
of Youth Service Providers.
Mr. Kenneth Scott moved the approval to authorize staff to release an RFP for the selection of
Youth Service Providers. Motion seconded by Dr. Denis Rod; Motion Passed Unanimously
SFWIB Meeting Minutes
February 27, 2014
Page 6
5.h. Recommendation as to Approval to Accept Unemployment Compensation Program
Supplemental Funds
Chairman West introduced the item and Mr. Beasley further discussed, noting the Committee’s
recommendation for the Board’s approval to accept $14,000.00 in Emergency Unemployment
Supplemental Funds.
Dr. Rolando Montoya moved the approval to accept unemployment compensation program
supplemental funds. Motion seconded by Dr. Denis Rod; Motion Passed Unanimously
5.i. Recommendation as to Approval to Accept DEO Project Connect Supplemental Funds
Chairman West introduced the item. Mr. Beasley further discussed, noting the Committee’s
recommendation for the Board’s approval to accept $14,474.00 in emergency employment and
re-employment services supplemental funds.
Ms. Gilda Ferradaz moved the approval to accept$14,474.00 in emergency employment and re-
employment services supplemental funds. Motion seconded by Mr. Albert Huston; Further
Discussion (s):
Mr. Gibson requested staff further explain the Project Connect program and Mr. Beasley
provided additional details.
Motion Passed with Unanimous Consent
[Dr. Rolando Montoya stepped out the meeting room]
6. Youth Council
6.a. Recommendation as to Approval of the Allocation of Youth Funds to the Future Bankers
Training Program
Chairman West introduced the item and Youth Council Chairman, Clarence Brown further
presented noting the Council’s recommendation for the Board’s approval to allocate additional
youth funding in an amount not to exceed $10,000.00 to support the Miami-Dade College Future
Bankers Training Program. He additionally noted that the Council approved to waive the
competitive procurement process.
Mr. Joe Chi moved the approval of the allocation of youth funds to the future bankers training
program. Motion seconded by Dr. Denis Rod; Further Discussion(s):
Mr. Talbert requested this program be implemented in Monroe County. Vice-Chairman Piedra
concurred, moreover requesting staff confirm the budgeted amount for the training program.
Both Mr. Beasley and Chairman West responded that the total amount is $67,800, which
includes matching funds from the following sponsors:
City National Bank
Community Bank of Florida
Intercredit Bank
Mercantil Commerce Bank
Popular Community Bank
SFWIB Meeting Minutes
February 27, 2014
Page 7
Professional Bank
[Mr. Roberto Datorre arrived]
Vice-Chairman Piedra shared a testimonial speech regarding a student that participated in the
program, and encouraged board members to participate in the next graduation session.
Chairman West inquired about the number of placements.
Mr. Chi commended staff, Miami Dade College and Board for implementing this program, as he
announced that Miami Florida has the second largest international banking sector.
Mr. Roth briefly commented on the program, and then requested Mr. Beasley explain the
purpose for waiving the competitive procurement process.
[Mr. Montoya returned]
7. Workforce Services Improvement Committee
7.a. Recommendation as to Approval of an Allocate $75,984 in National Emergency
Grant OJT Funds
Chairman West introduced that item. WSI Committee Chairman Daniel Fils-Aime, Sr. further
discussed the Committee’s recommendation for the Board’s approval to allocate $75,984 in NEG
OJT funds.
Mr. Daniel Fils-Aime moved the approval to allocate $75,984 in NEG OJT funds. Motion
seconded by Mr. Clarence Brown; Motion Passed Unanimously
[Mr. Frederick Marinelli stepped out of the meeting room]
7.b. Recommendation as to Approval of an Acceptance and Allocate Refugee Employment and
Training Funds.
Chairman West introduced item. Mr. Fils-Aime further discussed noting the Committee’s
recommendation for the Board’s approval to accept and allocate fund to refugee employment
service providers.
Mr. Bill Diggs moved the approval to accept and allocate funds to Refugee Employment Service
Providers. Motion seconded by Mr. Daniel Fils-Aime; Further Discussion(s):
Mr. Diggs asked whether the centers are strategically located in the various areas throughout
Miami-Dade County to assist the varied groups of refugees, specifically mentioning the Haitian
community. He wanted to ensure this agency is not solely focused on providing refugee services
to one particular group, but all refugees that qualify. Both Mr. Beasley and SFWIB Programs
Manager, Juan Hernandez responded to his concerns. Mr. Diggs requested a report showing a
breakdown of the refugees served. However, staff responded that this information was not readily
available. Mr. Diggs subsequently requested a detailed report be provided to the Board at a later
date. Mr. Fils-Aime explained to the Board that this concern had also been discussed at the
Workforces Services Committee meeting.
SFWIB Meeting Minutes
February 27, 2014
Page 8
Mr. Piedra shared with the Board his recent experience visiting one of the centers that provides
refugee services and he was amazed at the diverse ethnic groups that migrate in the U.S. Mr.
Beasley added that Miami has the largest population of refugees.
Ms. Garza recommended including the definition of the term, “refugee” in the refugee services
report. Ms. Ferradaz also recommended including information regarding refugee status.
Mr. Datorre asked whether there are any career centers located in the Little Haiti area. Mr.
Beasley responded. Mr. Datorre recommended having more “presence” in that area so that
residents are aware of the various services provided by CareerSource South Florida. He also
recommended this agency work with the local agencies within that particular area. Mr. Fils-Aime
explained that there are several Community Based Organizations (CBOs) within the Little Haiti
Area that CSSF could partner with.
Dr. Montoya concurred with both Ms. Garza and Ms. Ferradaz’s recommendations emphasizing
the importance of providing accurate comparisons, specifically requesting that the report include
information regarding current refugees that are qualified and served in comparison to those that
are qualified, but have not been served.
Vice- Chairman Piedra called a question.
Motion passed with one (1) opposition.
[Mr. Frederick Marinelli returned to the meeting room]
8. Economic Development & Industry Sector Committee
8.a. Recommendation as to Approval of New Training Vendors and Programs
Chairman West introduced the item. EDIS Committee Chairman further discussed, first noting
that a quorum had not been achieved at today’s Committee meeting. For this reason, he
recommended the Committee be restructured.
Subsequently, he noted that the consensus of the Committee recommended the approval of this
item for the following training vendors and programs:
Community Technology Institute of Miami
Message Therapy, Diploma
Mental Health Technician, Diploma
Future-Tech Institute, Inc.
Computer Business Applications, Diploma
Medical Assistant, Diploma
Hebro Technical Institute, Inc.
Medical Assisting Diploma
Medical Coding & Billing, Diploma
EKG Monitor Technicians, Diploma
SFWIB Meeting Minutes
February 27, 2014
Page 9
Mr. Andy Perez moved the approval of training vendors and programs. Motion seconded by Dr.
Denis Rod; Further Discussion(s):
Mr. Manrique inquired about the actual budget for the branding changes. Chairman West
responded that this information would be explained more in detail during the discussion of the
next item.
Motion Passed with Unanimous Consent
The Board briefly discussed the transition of the new name to CareerSource South Florida. Mr.
Beasley explained to the Board that although this agency’s name has changed to CareerSource
South Florida, the legal name still remains as South Florida Workforce Investment Board.
[Mr. Bill Diggs stepped out of the meeting room]
Mr. Piedra requested staff provide additional information on the Consumer Report Card. Mr.
Beasley recognized American Advance Technical Institute, The Academy and New Horizons for
Doubletree by Hilton Miami Airport Hotel – Convention Center, 2nd floor 711 NW 72nd Avenue Miami, Florida 33126
SFWIB MEMBERS IN
ATTENDANCE
1. West, Alvin,
Chairperson 2. Brecheisen, Bruce 3. Bridges, Jeff 4. Brown, Clarence 5. Datorre, Roberto 6. DuBois, Victoria (non-
voting) 7. Ferradaz, Gilda 8. Gazitua, Luis 9. Gibson, Charles 10. Huston, Albert Jr. 11. Manrique, Carlos 12. Perez, Andre 13. Rod, Denis 14. Roth, Thomas 15. Scott, Kenneth 16. Socorro, Ivonne 17. Talbert, Gregg 18. Walker, Wanda
SFWIB MEMBERS NOT IN
ATTENDANCE
19. Adrover, Bernardo 20. Arboleda, Carlos J. 21. Carpenter, Willie 22. Chi, Joe 23. Clayton, Lovey 24. del Valle, Juan-
Carlos 25. Diggs, Bill 26. Fils-Aime, Sr.,
Daniel 27. Garza, Maria 28. Jordan, Barbara 29. Ludwig, Philipp 30. Manning, Anne 31. Marinelli, Frederick 32. Montoya, Rolando 33. Piedra, Obdulio,
Vice-Chairperson 34. Regueiro, Maria C 35. Russo, Monica 36. Zewadski-Bricker,
Edith
SFW STAFF
Beasley, Rick Almagro, Olivia Francis, Anderson Alonso, Gus Butkowski, Dennis Garcia, Christine Gomez, Maria Hernandez, Juan Jean-Baptiste, Antoinette Kavehersi, Cheri Morgan, Myria Santis, Elizabeth Smith, Marian Assistant County
Attorney
Joni Mosley - Miami-Dade County Attorney’s
office – SFWIB’s Legal
Counsel Shanika Graves - Miami-Dade County Attorney’s
office – SFWIB’s Legal
Counsel
SFWIB Meeting Minutes April 24, 2014 Page 3
Agenda items are displayed in the order in which they were discussed.
1. Call to Order and Introductions
SFWIB Chairman, Alvin West informally began the meeting at 9:309am with a brief presentation from Darell Roberts and Homer Randle of Boeing STEM Aviation Exposition that appeared before the Board and presented.
Mr. Talbert inquired about their partnership with CareerSource South Florida and asked whether the agency is seeking resources. Chairman West responded that the agency is not.
ATHER ATTENDEES
Acedo, Maleidy – Youth Co-Op, Inc. Barroso, Lupe – Cuban National Council, Inc. Brown, Delphine – Youth Co-Op, Inc. Cepeda, Margarita – UNIDAD of Miami Beach Colena, Carol – CBT College Costas, Jorge – Youth Co-Op, Inc. Cruzs, Teresa – Youth Co-Op, Inc. Donovan, Delvin – UNIDAD of Miami Beach Farinas, Irene – Adult Mankind Organization Flores, Oscar – American Advance Technology
Institute
Gavira- Lopez, Beatriz – SER Jobs for Progress,
Inc.
Gilbert, David – City of Miami
Gonzalez, Ana – City of Hialeah
Guadalupe, Amy – Cuban National Council Gutierrez, Hope – Total International Career
Institute
Lightburn, Ray – Cuban National Council
Malony, Arnold – Arbor E&T, Rescare
Marti, Sergio – Miami-Dade County Public
Schools (M-DCPS)
Mitchel, Carlena – Miami-Dade County Public Schools (M-DCPS)
Pichardo, Jorge – Youth Co-Op, Inc.
Prieto, Susana – Future Tech Institute
Quirros, Vivian – Sullivan & Cogliano
Rams, Marilyn – AARP Foundation
Randle, Homer – SAFEE
Raws, Marilyn – AARP Foundation
Raymond, Adrian – UNIDAD of Miami Beach
Roberts, Darrell - FAA
Rodances, Carlos – New Horizons, Inc.
Rodriguez, Maria – Youth Co-Op, Inc.
Rodriguez, Tania – Academy South Florida
Scott, Don – KRC Corporation
Someillan, Ana – Adult Mankind Organization, Inc.
St. Fleur – The Academy of South Florida
St. Jean, Donard – Dade Institute Technology
Subirana, Maria – City of Hialeah Tasanna, Arthur – Total International Career Institute Velez, Paulina – Youth Co-Op, Inc. Vincent, Yanithe – Hebron Technical Institute
Williams, Rozalia – Student Life Matters
SFWIB Meeting Minutes April 24, 2014 Page 4
Formal introductions were made and the Chairman noted that the quorum of members present had not been achieved, so he recommended suspending the full Board meeting and start the Executive Committee meeting.
Motion duly made by Dr. Denis Rod to adjourn the meeting and seconded by Mr. Clarence Brown; Motion Passed Unanimously
[Mr. Luis Gazitua left the meeting room]
[Full Board meeting adjourned at 9:36am]
Chairman West called the Executive Committee to order at 9:37am then began with approval of all action items from the full Board agenda.
5c. Recommendation as to Approval to Accept $2,363 in Emergency Unemployment Program Supplemental Funds
Chairman West introduced the item and Executive Director Rick Beasley further discussed noting the approval to accept $2,363 in Emergency Unemployment Program Supplemental Funds.
Mr. Clarence Brown moved the approval to accept $2,363 in emergency unemployment program supplemental funds. Motion seconded by Mr. Andy Perez; Motion Passed Unanimously
5.d. Recommendation as to Approval to Accept $51,666 in Wagner Peyser program funds.
Chairman West introduced the item. Mr. Beasley further discussed, noting the approval to accept $51,666 in Wagner Peyser program.
Mr. Clarence Brown moved the approval to accept $51,666 in Wagner Peyser program funds. Motion seconded by Mr. Charles Gibson; Motion Passed Unanimously
5.e. Recommendation as to Approval to Accept $20,000 in TAA Program funds for
Administration costs.
Mr. West introduced the item and Mr. West further discussed, noting the approval to accept $20,000 in TAA funds for Administration costs.
Mr Clarence Brown moved the approval to accept $20,000 in TAA Program funds for Administration Costs. Motion seconded by Dr. Denis Rod; Motion Passed Unanimously
5.f. Recommendation as to Approval to Accept $35,024.39 in State Funds
Chairman West introduced the item and Mr. Beasley further discussed noting the approval to accept $35,024.039 in state funds.
Mr. Clarence Brown moved the approval to accept $35,024.39 in state funds. Motion seconded by Mr. Andy Perez; Motion Passed Unanimously
SFWIB Meeting Minutes April 24, 2014 Page 5
5.g. Recommendation as to Approval to Reallocate Support Services funds among Youth Co-Op.,
Inc Career Centers
Chairman West introduced the item. Mr. Beasley further discussed noting the approval to reallocate support services funds among Youth Co-Op, Inc. Career Centers.
Dr. Denis Rod moved the approval to reallocate support services funds among Youth Co-Op, Inc. Motion seconded by Mr. Clarence Brown; Motion Passed Unanimously
8. Workforce Systems Improvement Committee
8.a. Recommendation as to Approval of the Re-Allocation of Refugee Employment and Training
Program Funds
Chairman West introduced the item and Mr. Beasley further discussed, noting the approval to re-allocate refugee employment and training program funds.
Mr, Andy Perez moved the approval to re-allocate refugee employment and training program funds. Motion seconded by Mr. Clarence Brown; Motion Passed with Unanimously
8.b. Recommendation as to Approval of the Re-Allocation of WIA Training Funds
Chairman West introduced the item. Dr. Denis Rod further discussed noting the approval of the re-allocation of WIA Training Funds.
Dr. Denis Rod moved the approval to re-allocate WIA Training Funds. Motion Seconded by Mr. Clarence Brown: Motion Passed Unanimously
There being no further business to come before the Committee, the meeting adjourned at 9:50am.
[Full Board reconvened its meeting at 9:51am]
4. Executive Director’s Report
Executive Director Rick Beasley presented his report and each member received a copy. The report contained information regarding; (1) Local – Legislative session; (2) State – 2014-2015 Planning Estimates; (3) Local – Workforce Service Contact Performance Summary; (4) Local – Refugee Employment and Training Program Performance Summary
4. Executive Committee
5.a. Information – Financial Reports
5a.i February 2014
5b.i March 2014
Mr. West introduced the item and SFWIB Assistant Director of Finance, Gus Alonso further discussed. He reviewed with the Board the accompanying notes to the following financial report (unaudited) report for the period of July 1, 2013 to February 28, 2014:
Budget Adjustments:
Revenue:
SFWIB Meeting Minutes April 24, 2014 Page 6
DEO Pass-through increased by $76,732
Second Year Allocation – increased by $1,604,128
Expenses:
Headquarters – increased by $66,505
Adult Services – increased by $13,466
Youth Services - decreased by ($10500)
Unallocated Funds – increased by $791,439
Facility Costs – increased by $92,081
Training and Support services - increased by $717,869
Other Programs &Contracts – increased by $10,000
Explanation of Significant Variances
Training and Support Services – Significantly low (19.3% vs 66.7%)
Other Programs and Contacts are low (15.2% vs. 66.7%
Mr. Manrique requested additional information on Training & Support Services Allocations. Mr. Beasley provided details.
There was continued discussion regarding the allocation of Training and Support Services dollars.
Chairman West requested staff provide a report to the Executive Committee meeting detailing the Training & Support Services allocation.
5.b. Information – Cash Reconciliation
Chairman West introduced the item and Mr. Alonso further discussed and reviewed with the Board the Cash Reconciliation report dated February 28, 2014 that was presented and approved by the Executive Committee on April 10, 2014.
6. Audit Committee
6.a. Information – Operation Audit – State of Florida Auditor General
Chairman West introduced the item and Mr. Beasley further presented.
Ms. Ferradaz requested staff provide additional details regarding finding No. 3 and Mr. Beasley further explained.
6.b. Information – DEO Monitoring Reports
Chairman West introduced the item. Mr. Beasley further discussed and reviewed with the Board the 2013-14 Financial Compliance Monitoring Report.
No further questions or discussions.
SFWIB Meeting Minutes April 24, 2014 Page 7
7. Youth Council
7.a. Information – Youth Service Providers and Region Performance
Chairman West introduced the item. Mr. Beasley further discussed and reviewed with the Board the following performance measures for the Youth Service Providers and Region covering the period of July 1, 2013 through April 4, 2014:
337 of 341 in-school and out-of-school youth excited the program with a positive outcome
2108 of 2096 in-school and out-of-school youth attained an increase in their skill attainment performance measure
276 of 279 in-school youth exited the program with a positive outcome
141-142 out- of-school youth exited the program with a positive outcome
9 of 14 out-of-school youth enrolled in the adult centers exited the program with a positive outcome
Chairman West recognized representatives from Youth Co-Op, Inc for their commitment in serving the youth population. He shared with the Board his experience attending last year’s graduation and welcomed all to attend this year’s ceremonies to be held at the following dates and locations: o June 4
th at 10:00am Miami Dade College Homestead Campus
o June 25th
at 10:00am at Miami Dade College Interamerican Campus
Mr. West introduced the item and WSI Committee Chairman Daniel Fils-Aime, Sr. further discussed.
Mr. Joe Chi moved the approval of the revised Workforce Services Balanced Scorecard and have Workforce Services contractors meet at least 65% of the PY 2013-14 Balanced Scorecard performance measures for renewal and/or future contract consideration. Motion seconded by Dr. Denis Rod; Further Discussion(s):
Mr. Manrique requested staff explain the difference between the proposed recommendation and current performance measures. Mr. Beasley provided details.
Motion Passed with Unanimous Consent
No further questions or discussions.
9.b Information -0 Occupational Supply/ Demand Matrix
Mr. West introduced the item and WSI Committee Chairman Daniel Fils-Aime, Sr. further discussed.
Mr. Joe Chi moved the approval of the revised Workforce Services Balanced Scorecard and have Workforce Services contractors meet at least 65% of the PY 2013-14 Balanced Scorecard performance measures for renewal and/or future contract consideration. Motion seconded by Dr. Denis Rod; Further Discussion(s):
Mr. Manrique requested staff explain the difference between the proposed recommendation and current performance measures. Mr. Beasley provided details.
Motion Passed with Unanimous Consent
SFWIB Meeting Minutes April 24, 2014 Page 8
10. Department of Economic Opportunity Annual Performance Presentation
Chairman West introduced Mr. Michael Lynch of the Florida Department of Economic Opportunity who presented.
Deferred Items:
2.a. Approval of SFWIB Meeting Minutes February 27, 2014
3. Chairman’s Report
9.a. Information – Consumer Reports Card Update
11. Community Partnership – United Way of Miami-Dade Strategic Plan Presentation
There being no further business to come before the Board, the meeting adjourned at 10:42am.
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 3
AGENDA ITEM SUBJECT: CHAIRMAN'S REPORT
AGENDA ITEM TYPE: INFORMANTION
RECOMMENDATION: N/A
STRATEGIC GOAL: Strong, Timely Reporting Standards for End User Customers and Providers of Services
STRATEGIC PROJECT: : Raise the Bar/ One-Stop Performance Consistency
BACKGROUND:
N/A
FUNDING: N/A
PERFORMANCE: N/A
NO ATTACHMENT
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 4
AGENDA ITEM SUBJECT: EXECUTIVE DIRECTOR'S REPORT
AGENDA ITEM TYPE: INFORMANTION
RECOMMENDATION: N/A
STRATEGIC GOAL: Strong, Timely Reporting Standards for End User Customers and Providers of Services
STRATEGIC PROJECT: Raise the Bar/ One-Stop Performance Consistency
BACKGROUND:
N/A
FUNDING: N/A
PERFORMANCE: N/A
ATTACHMENT
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 5a
AGENDA ITEM SUBJECT: FINANCIAL STATEMENTS
AGENDA ITEM TYPE: INFORMATION
RECOMMENDATION: N/A
STRATEGIC GOAL: Strong, Timely Reporting Standards for End User Customers and Providers of Services
STRATEGIC PROJECT: Raise the Bar/ One-Stop Performance Consistency
BACKGROUND:
Per the amended SFWIB By-Laws approved at the Board’s January 5, 2012 meeting, the Executive Committee
subsumes the role of the Finance Committee. Accordingly, the attached un-audited financial report for the month
of April 2014 are being presented to the Executive Committee.
FUNDING: N/A
PERFORMANCE: N/A
ATTACHMENT
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 5b
AGENDA ITEM SUBJECT: BANK RECONCILIATION
AGENDA ITEM TYPE: INFORMATION
RECOMMENDATION: N/A
STRATEGIC GOAL: Strong, Timely Reporting Standards for End User Customers and Providers of Services
STRATEGIC PROJECT: Raise the Bar/ One-Stop Performance Consistency
BACKGROUND:
Based on the Internal Control Procedures recommended by the State, the Finance Committee at its April 2, 2009,
meeting requested a monthly cash reconciliation report be provided to it. Per the amended SFWIB By-Laws
approved at the Board’s January 5, 2012, meeting, the Executive Committee subsumes the role of the Finance
Committee. Accordingly, the reconciliation report for May 2014 is being presented to the Executive Committee.
FUNDING: N/A
PERFORMANCE: N/A
ATTACHMENT
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 5c
AGENDA ITEM SUBJECT: SFWIB NOMINATING COMMITTEE
AGENDA ITEM TYPE: APPROVAL
RECOMMENDATION: The Executive Committee recommends to the Board the approval to form and appoint
the members to the SFWIB Nominating Committee.
STRATEGIC GOAL: Strong, Timely Reporting Standards for End User Customers and Providers of Services
STRATEGIC PROJECT: Raise the Bar/ One-Stop Performance Consistency
BACKGROUND:
In accordance with Article III, section A of the SFWIB By-Laws, the Chair of the SFWIB shall be elected by the
SFWIB at a meeting of the SFWIB. The SFWIB Chair will appoint a nominating committee to recommend a
Chairman to the SFWIB.
The Executive Committee recommend the following members to select the SFWIB Chair and Vice-Chair for the
PY2014-15:
Ms. Edith Zewadski-Bricker
Mr. Tom Roth
Mr. Jeff Bridges
Mr. Bernardo Adrover
FUNDING: N/A
PERFORMANCE: N/A
NO ATTACHMENT
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 5d
AGENDA ITEM SUBJECT: 2014-2015 BUDGET
AGENDA ITEM TYPE: APPROVAL
RECOMMENDATION: The Executive Committee recommends to the Board to approve the 2014-2015 Budget
STRATEGIC GOAL: Strong, Timely Reporting Standards for End User Customers and Providers of Services
STRATEGIC PROJECT: Raise the Bar/ One-Stop Performance Consistency
BACKGROUND:
The attached “SFWIB Budget – 2014-15” chart is a summary of the annual budgeted revenues and expenditures
for the South Florida Workforce Investment Board (SFWIB). The chart is comprised of four major sections:
1. Prior Budget Year Obligations / Reserves. The award period for the WIA Adult, Youth and Dislocated
Worker grants are for two years. Accordingly, SFWIB allocates WIA program awards so that grant amounts are
expended over the two-year award period. The amounts shown under the column "Prior Budget Year
Obligations/Reserves" are the remaining funds available from the previous program year awards. These
unexpended amounts roll over to the current fiscal year and will be available for use during the current budget
year.
2. 2014-15 State Funding. These second group of columns reflects the new funding awards that SFWIB is
anticipating it will receive for each program during the upcoming budget year. The total award amounts are
divided into amounts: The funds that will be utilized during budget year 2014-15 and the amounts that will be
reserved for budget year 2015-16.
3. 2014-15 Program Budget. The third section is the amounts that form the basis for the funding levels that
will be included in the 2014-15 Budget.
4. 2014-15 Cost Distributions. This section of the budget shows all the proposed expenditures for the 2014-
15 budget years. Expenditures are sub-divided into four major cost categories:
• HQ (Programs and Administrative). These are the anticipated expenditures for operating the SFWIB
Headquarter office. Included under this category are all the staffing and occupancy costs associated with operating
the SFWIB main office. Employees at the Headquarters office work on both administrative and programmatic
activities.
• Training and Support Services. These are the anticipated costs associated with the skills training services
offered by SFWIB, and any related support services such as public transportation, books, tools, uniforms, etc.
Note that only certain grants allow for training and support services expenditures, but all grants require that
employment services be offered to participants.
• Career Center Facility Costs. These are the occupancy costs associated with operating the Career Centers.
SFWIB leases all these facilities from third parties, and directly pays for insurance, utilities and other facility
expenditures. SFWIB does not own any of the locations.
• Provider Contract: These are the expenditure reimbursements to the subcontractors that perform
employment services on behalf of SFWIB. Currently, SFWIB contracts with approximately 15 community based
organizations across Miami Dade and Monroe counties.
SFWIB staff recommends the approval of:
1. The Performance Goals shown in the attachement and the linking of these performance goals to the
expenditure budgets.
2. An additional one year extension of the 2013-14 approved ITA percentage of 40%.
3 The Fiscal Year 2014-15 proposed $62 million expenditure budget and provider allocations as set forth in the
attachment.
FUNDING: N/A
PERFORMANCE: N/A
ATTACHMENT
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 5e
AGENDA ITEM SUBJECT: REALOCATION OF TRAINING FUNDS
AGENDA ITEM TYPE: APPROVAL
RECOMMENDATION: The Executive Committee recommends to the Board the approval to reallocate
Training funds from the WIA Dislocated Worker Progam to WIA Adult Program, as set forth below.
STRATEGIC GOAL: Strong, Timely Reporting Standards for End User Customers and Providers of Services
STRATEGIC PROJECT: Raise the Bar/ One-Stop Performance Consistency
BACKGROUND:
On April 28, 2014, the SFWIB received a request from Youth Coop, Inc. to transfer training funds from the WIA
Dislocated Worker Progam to WIA Adult Program, as set forth below.
WIA Dislocated Worker Program: $(18,000.00)
WIA Adult Program: $18,000.00
On May 7, 2014, the SFWIB received a additional request from Youth Coop, Inc. to transfer $500.00 in training
funds from the Northside Adult Program to the West Dade Adult Program,.as set forth below:
Northside Adult Program: $500.00
West Dade Adult Program $500.00
The above changes in allocations are requested in order to more effectively utilize available treaining funds.
FUNDING: WIA Adult and Dislocated Worker
PERFORMANCE: N/A
NO ATTACHMENT
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 5f
AGENDA ITEM SUBJECT: ALLOCATION OF BRANDING PROJECT FUNDS
AGENDA ITEM TYPE: APPROVAL
RECOMMENDATION: The Executive Committee recommends to the Board the approval to allocate
$129,166.00 in Wagner Peyser program funds, as set forth below.
STRATEGIC GOAL: Strong, Timely Reporting Standards for End User Customers and Providers of Services
STRATEGIC PROJECT: Raise the Bar/ One-Stop Performance Consistency
BACKGROUND:
On October 23, 2013 and February 21, 2014, the SFWIB received Notifications of Fund Availability (NFA) from
the Department of Economic Opportunity for $129,166.00 in Wagner Peyser Program Funds. These funds were
provided to assist with CSSF re-branding costs, such as new signage, business stationary, and website updates to
reflect the new brand. Staff recommends allocating these funds as set forth below:
SFWIB Facitliy Costs $103,332.00
SFWIB HQ Costs $ 25,834.00
FUNDING: Wagner Peyser
PERFORMANCE: N/A
NO ATTACHMENT
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 5g
AGENDA ITEM SUBJECT: ALLOCATION OF TANF PROGRAM FUNDS
AGENDA ITEM TYPE: APPROVAL
RECOMMENDATION: The Executive Committee recommendd to the Board the approval to allocate $9,800 in
TANF program funds, as set forth below.
STRATEGIC GOAL: Dedicated Commitment to Youth Participation in the 21st Century Economy; Celebrated
Benchmark Leader in Best Practices; and State Leader in Collaborative Partnerships
STRATEGIC PROJECT: The Age 14 to 24 Agenda
BACKGROUND:
On October 10, 2013, the SFWIB approved an allocation in an amount not to exceed $100,000.00 to the National
Flight Academy to support the Explore Ambition Program for Miami-Dade County Public School students. The
approved funds cover the cost of instruction material, room and board and academics for the students.
An additional $9,800 in TANF funds are required for transporting the students to Penacola, Florida and for room
and board for two chaperons. Staff recomends that $9,800.00 in TANF funds be used for this purpose.
FUNDING: TANF
PERFORMANCE: N/A
NO ATTACHMENT
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 5h
AGENDA ITEM SUBJECT: ACCEPTANCE AND ALLOCATION OF UC PROGRAM FUNDS
AGENDA ITEM TYPE: APPROVAL
RECOMMENDATION: The Executive Committee recommends to the Board the approval to accept and
allocate $178,112.05 in UC program funds, as set forth below.
STRATEGIC GOAL: Strong, Timely Reporting Standards for End User Customers and Providers of Services
STRATEGIC PROJECT: Raise the Bar/ One-Stop Performance Consistency
BACKGROUND:
On June 6, 2014, the SFWIB received a Notice of Funding Award (NFA) from the Department of Economic
Opportunity (DEO) for an award of $178,112.05 in supplemental UC funds. These supplemental funds must be
used by June 30, 2014.
Staff recommends acceptance and allocation of these supplemental funds as set forth in the attachment.
FUNDING: UC
PERFORMANCE: N/A
ATTACHMENT
UCAllocation
Carol City (Arbor E&T, LLC.) 13,078$ Hialeah, City of 13,078$ Homestead (Youth Coop, Inc.) 13,078$ Little Havana (Youth Coop, Inc,) 13,078$ Miami Beach (UNIDAD of MB, Inc.) 13,078$ North Miami Beach (Ser Jobs Inc.) 13,078$ Northside (Youth Coop, Inc.) 13,078$ Perrine (Youth Coop, Inc.) 13,078$ West Dade (Youth Coop, Inc.) 13,078$ City of Miami 13,078$ SFWIB HQ Costs 21,017$ SFWIB Faciltiy Costs 16,921$
Total Miami Dade County 168,720$ Total Monroe County 9,392$
Total 178,112$
UC PROGRAM ALLOCATIONS
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 6a
AGENDA ITEM SUBJECT: APPOINTMENT OF BCA WATSON RICE, LLP.
AGENDA ITEM TYPE: RECOMMNEDATION
RECOMMENDATION: The Audit Committee recommends to the Board to contract with BCA Watson Rice
LLP to perform the Financial and Compliance Audits for the Fiscal Year ending on June 30, 2014.
STRATEGIC GOAL: Strong, Timely Reporting Standards for End User Customers and Providers of Services
STRATEGIC PROJECT: Raise the Bar/ One-Stop Performance Consistency
BACKGROUND:
On March 14, 2012, staff released a Request for Qualifications (RFQ) for External Independent Audit Services to
the public. The RFQ solicited responses from experienced and capable Certified Public Accounting firms to
provide financial and single audit of the SFWIB in accord with the Federal Singe Audit Act, Office of
Management and Budget Circular A-133, Florida Single Audit Act, and DEO Final Guidance 05-019.
A Technical Review Proposal Forum was held on April 19, 2012, during which the raters announced their scores.
The Audit Committee then selected BCA Watson Rice, LLP and recommend that offeror to the Board for
approval. On April 19, 2013 the Board approved the Audit Committee's recommendation.
BCA Watson Rice has performed the audits for the past two fiscal years and has done it exceptionally well,
completing the audits by the deadline thus allowing SFWIB to meet its regulatory and contractual requirements.
Under current DEO guidelines, Regional Wrokforce Boars can retain the same external audit firms for up to five
years, at which time auditor rotation is required. Approval of a renewal would allow BCA Watson Rice to
commence the audit process immediately after the end of the current fiscal year.
FUNDING: Cost allocated among all SFWIB funding streams.
PERFORMANCE: N/A
NO ATTACHMENT
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 7a
AGENDA ITEM SUBJECT: ALLOCATION OF TEMPORARY ASSISTANCE TO NEEDY FAMILIES
(TANF) PROGRAM FUNDS TAKE STOCK IN CHILDREN
AGENDA ITEM TYPE: APPROVAL
RECOMMENDATION: The Youth Council recommends to the Board the approval to allocate $400,000 in
Temporary Assistance to Needy Families (TANF) program funds, as set forth below.
STRATEGIC GOAL: Dedicated Commitment to Youth Participation in the 21st Century Economy; Celebrated
Benchmark Leader in Best Practices; and State Leader in Collaborative Partnerships
STRATEGIC PROJECT: The Age 14 to 24 Agenda
BACKGROUND:
On May 1, 2014, the Department of Economic Opportunity (DEO) notified SFWIB that unlike prior years
CareerSource Florida will not be certifying forward Welfare Transition (TANF) funds for any purpose other than
liquidating obligations that exist at June 30, 2014. Accordingly, SFWIB will not be able to carry forward
$400,000 in projected unexpended funding remaining at June 30, 2014.
Due to the CareerSource Florida and DEO policy change and to minimize the amount of funds that would revert
to DEO, staff recommends that the unexpended TANF dollars be allocated as set forth below:
Talent Development Scholarships:
Take Stock in Children $200,000
5000 Role Models $100,000
Mexican American Council $ 50,000
Big Brother Big Sisters $ 50,000
The scholarship program is managed by Miami-Dade College, which serves as the administrator and fiscal agent
for all of the above agencies. In following the procurement process of Miami-Dade County, Administrative Order
No: 3-38, it is recommended that SFWIB waive the competitive procurement as it is recommneded by the
Executive Director that this is in the best interest of SFWIB. A two thirds (2/3) vote of the quorom is required to
waive the competitive procurement process.
FUNDING: Temporary Assistance to Needy Families (TANF)
863 1031 84% 512 59% 423 83% 4,887.87$ 8,140.94$ 80%1 The total number of trainees includes participants that completed and dropped the training programs.
* The training provider and/or campuses have closed.
Regional Average
Percentage
Completions
Percentage
Placements
Percentage
Training Related
Placements
Medical Assisting 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Respiratory Therapy Technician - A.S. Degree 50% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Atlantis University Computer Network Professional (CNP) 50% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Nursing (ASN) 0% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Practical Nursing 0% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Broward College - Central Campus Nursing (RN) - (AS) 20% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Electrical Technology 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Health Information Management 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Networking Administration - A.S. Degree 75% 67% 50% 50%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Medical Assistant 83% 60% 33% 67%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Medical Assistant - A.S. 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Azure College
College of Business & Technology (West Kedall)
College of Business & Technology (Cutler Bay)
ATI Career College of Health - Medical Campus*
Training Programs Slated for Removal
Training Provider Training Program
2 of 3 Criteria Must Be Above 70% Excess Percentage
Spent Above Average
Training Costs
Comment
Percentage
Completions
Percentage
Placements
Percentage
Training Related
Placements
ATI Career College of Health - Medical Campus*
Training Programs Slated for Removal
Training Provider Training Program
2 of 3 Criteria Must Be Above 70% Excess Percentage
Spent Above Average
Training Costs
Comment
Office Management 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Air Conditioning Refrigeration Technician 70% 43% 67% 133%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Electricity Technician 100% 50% 50% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
College of Business & Technology (Hialeah Campus) Electricity Technician 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Compu-Med Vocational Career Corp. Dental Assistant/Assisting 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Dade Medical College - Miami Lakes Campus Diagnostic Medical Ultrasound - A.S. 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Everest Institute (Hialeah) Medical Assistant - Diploma 0% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
FastTrain -Kendall Campus* Network Professional 0% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
FastTrain -Miami Campus* Network Professional 0% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Florida Education Institute, Inc. Medical Assistant 100% 67% 50% 50%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Florida International University (RDB1003) Paralegal Program 59% 40% 0% 150%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria.
College of Business & Technology (Cutler Bay)
College of Business & Technology (Flagler Campus)
Percentage
Completions
Percentage
Placements
Percentage
Training Related
Placements
ATI Career College of Health - Medical Campus*
Training Programs Slated for Removal
Training Provider Training Program
2 of 3 Criteria Must Be Above 70% Excess Percentage
Spent Above Average
Training Costs
Comment
Florida Keys Community College Business Administration (AS) 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Florida National University Main Campus Practical Nursing 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Keiser Career College Medical Assisting (PSAV) 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Applied Welding Technologies (OCPs) 50% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Automotive Service Technology 17% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Commercial Art Technology 0% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Commercial Food & Culinary Arts OCPs 50% 33% 100% 200%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Commercial Heating & Air Conditioning Technology (OCPs) 71% 42% 40% 140%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Computer Systems Technology (Computer Electronics Technology) 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Medical Assisting 40% 50% 100% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Surgical Technology 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
MDCP SCHOOLS (ALL)
Percentage
Completions
Percentage
Placements
Percentage
Training Related
Placements
ATI Career College of Health - Medical Campus*
Training Programs Slated for Removal
Training Provider Training Program
2 of 3 Criteria Must Be Above 70% Excess Percentage
Spent Above Average
Training Costs
Comment
Web Design Services 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Biotechnology - Chemical Technology - Bioinformatics (AS) 50% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Building Construction Technology (AS) 75% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Business Administration (AS) 50% 40% 50% 150%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria.
Business Management (CCC) 33% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Computer Aided Design Operator (CCC) 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Computer Engineering Technology (AS) 33% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Computer Information Technology (AS) 75% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Computer Programming & Analysis (AS) 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Criminal Justice Technology (AS) - Generics 33% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Database Technology (AS) 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
MDCP SCHOOLS (ALL)
Miami-Dade College
Percentage
Completions
Percentage
Placements
Percentage
Training Related
Placements
ATI Career College of Health - Medical Campus*
Training Programs Slated for Removal
Training Provider Training Program
2 of 3 Criteria Must Be Above 70% Excess Percentage
Spent Above Average
Training Costs
Comment
Emergency Medical Services (AS) 33% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Film Production Technology (AS) 75% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Financial Services 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Food & Beverage Management (CCC) 0% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Health Information Management 50% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Hospitality & Tourism Management (AS) 67% 100% 50% 0%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Interior Design Technology (AS) 50% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Internet Manager and Web Designer (Non-credit Prep) 80% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Marketing Management - Marketing Program 0% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Marketing Operations (CCC) 50% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Miami-Dade College
Percentage
Completions
Percentage
Placements
Percentage
Training Related
Placements
ATI Career College of Health - Medical Campus*
Training Programs Slated for Removal
Training Provider Training Program
2 of 3 Criteria Must Be Above 70% Excess Percentage
Spent Above Average
Training Costs
Comment
Medical Assisting (PSAV) 60% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Microsoft Certified Technology Specialist: SQL Server Preparation (Non-Credit
Prep)(Formerly MCDBA) Online Program0% 0% 0% 100%
This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Nursing Accelarated Option (AS) 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Office Administration (aka Office Systems Technology) (AS) 50% 100% 0% 0%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Office Management (CCC) 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Paralegal Studies (aka Legal Assisting) (AS) 40% 50% 100% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Pharmacy Technician (PSAV) 50% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Physical Therapist Assistant (AS) 83% 60% 33% 67%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Practical Nursing (LPN) (PSAV) 100% 50% 50% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Radiography - (AAS) 50% 50% 100% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Respiratory Care - (AS) 25% 0% 0% 100%This program is recommended for removal because it did not
meet 3 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Miami-Dade College
Percentage
Completions
Percentage
Placements
Percentage
Training Related
Placements
ATI Career College of Health - Medical Campus*
Training Programs Slated for Removal
Training Provider Training Program
2 of 3 Criteria Must Be Above 70% Excess Percentage
Spent Above Average
Training Costs
Comment
Travel Industry Management 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
New Horizons Microsoft Certified Systems Administrator (MCSA) 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Professional Training Centers, Inc. Diagnostic Medical Sonography Technology 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Medical Assistant 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
Refrigeration & AC Repair Technician 100% 67% 0% 50%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
Technical Career Institute dba Fortis College Medical Assistant 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
The Academy -- Miami Campus Network Associates Program 90% 63% 59% 59%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria.
The CDL School, Inc. CDL Class B Intermediate Program (Truck or Bus) Bps-Inter 100% 0% 0% 100%This program is recommended for removal because it did not
meet 2 out of the 3 required criteria. It was also noted that no
participants were placed in employment.
* The training provider and/or campuses have closed.
South Florida Institute of Technology, Inc.
Miami-Dade College
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: #9d
AGENDA ITEM SUBJECT: APPROVAL OF A REVISED INDIVIDUAL TRAINING ACCOUNT POLICY
AGENDA ITEM TYPE: APPROVAL
RECOMMENDATION: The EDIS Committee recommends to the Board the approval of a revised Individual
Training Account (ITA) Policy, as set forth below.
STRATEGIC GOAL: Effective Demand Driven Management Control Tools
STRATEGIC PROJECT: Raise the Bar/One Stop Performance and Consistency
BACKGROUND:
On December 20, 2012, the SFWIB approved a revison to the Individual Training Account (ITA) Policy. The
policy guides SFWIB Center operators and Training Vendors in the administration of ITAs. Federal and state law
permit regional workforce boards to independently develop criteria for the selection and maintenance of Training
Vendors and Programs.
The CSSF staff recommends to the EDIS committee the following ITA policy revisions:
Revision 1 - Training Vendors will be required to meet the "Placement After Training Standard" (per
approved training program) as one of the two minimum performance standards to be considered and be
eligible for renewal of the program.
Revision 2 - SFWIB participants pending PELL Grant approval/award may be enrolled in training through an
ITA voucher. If subsequently awarded, the Pell Grant proceeds will be deducted from the amount of the ITA.
In the case where the Pell award changes from the amount stipulated in the original award letter, the
previously approved ITA amount paid by SFWIB cannot be adjusted. In the case where the Pell award is in
excess of the ITA voucher amount used when the SFWIB participant enrolled, the Training Vendor must
reimburse SFWIB the difference.
FUNDING: N/A
PERFORMANCE: N/A
ATTACHMENT
ITA Policy rev.061914 Page 1 of 6
INDIVIDUAL TRAINING ACCOUNT (ITA) POLICY
I. Of Interest to
The Individual Training Account (ITA) Policy should be of interest to members of the South Florida Workforce Investment Board (SFWIB), Region 23 (Miami-Dade and Monroe Counties) Career Center contractors (Service Providers), Training Vendors, Region 23 jobseekers, and SFWIB staff.
II. Definitions
1) Actual start date: the date that the participant commences classes.
2) Approved Training Program: a SFWIB-Approved occupational training program, including
online training linked to occupational and program titles seen on Region 23’s current Targeted Occupations List.
3) Assessment: the process by which Career Center staff evaluates eligible participants
before they enroll in a training program.
4) Completion: the participant’s attainment of a certificate or degree or competencies needed for a specific job or occupational group at the conclusion of a course of study.
5) Economic Benefit per Placement: the return on investment per approved training program
for each participant placed.
6) ITA (Individual Training Account): the scholarship to pay for enrolling in an approved training program.
7) ITA Limit/Maximum ITA Amount: a cap on the amount to be paid for each approved
program.
8) ITA Voucher: the system-generated instrument used to pay for a training program; for the instrument to be valid, it must have all required signatures, i.e., participant, career advisor and supervisor signatures.
9) Occupational Training Area: program title linked to an occupational title seen on Region
23’s Targeted Occupations List. SOC to CIP linkages.
10) Pell Grant: the federal grant that eligible participants apply for to assist in paying for the costs of a training program.
11) Performance measures/standards: a set of federal, state and local standards for
determining a Training Vendor’s compliance with completion and placement requirements.
12) Placement: the number of participants that obtain unsubsidized employment following completion of a training program.
13) Remedial Courses: a course taken to prepare for a required course in an approved training
program. 14) Service Account Management System (SAMS): the system for tracking participants’
training-related information, i.e., expenditures and performance data 15) Targeted Industries: industries determined by the SFWIB as a priority for occupational
training; currently, those industries are Aviation; Creative Design; Hospitality & Tourism;
ITA Policy rev.061914 Page 2 of 6
Information Technology Banking & Finance; Life Science & Healthcare; and Trade & Logistic.
16) Targeted Occupations List (TOL): a State-compiled list of occupations that Regional
Workforce Boards may offer training in. 17) Training-related placement: the number of participants that obtain unsubsidized
employment in an occupational area relevant to the training program completed.
III. Subject Training utilizing Individual Training Accounts (ITAs)
IV. Purpose
The purpose of the ITA Policy is to provide all SFWIB stakeholders with uniform guidelines regarding the use of training funds to pay for approved training programs and to determine subsequent program eligibility.
V. Background
An ITA is the vehicle through which SFWIB expends training dollars. ITAs may be used to pay for or help defray the cost of training at an approved SFWIB Training Vendor. ITAs may also be used to provide training in an occupation clearly linked to a priority industry that is in local demand or that appears on the Region’s Targeted Occupations List (TOL). ITAs are available to customers eligible for WIA Adult, Dislocated Worker, Youth and Welfare Transition programs; however, note that an ITA is neither an entitlement nor a right.
VI. Assessment
Career Center staff is required to individually assess eligible participants for training prior to the issuance of an ITA voucher. The assessment process consists of examining a participant’s academic and employment background as well as short- and long-term career interests. The intent of this process is to assist the participant in selecting a training program he/she is likely to succeed in and ultimately contribute to the achievement of economic self-sufficiency.
VII. Individual Training Account Fee Structure A. ITA Cost
By May 15th of a Program Year (PY), Training Vendors are required to submit program cost modifications for the next PY to SFWIB staff. That information is used to update the program cost information seen on the SFWIB website and in SAMS. The maximum ITA amount for each PY is derived from the program cost information submitted by the public education Training Vendors. Specifically, the ITA limit per public school training program is set at 100% of the public institutions’ submitted cost information and 110% of the public institutions’ cost information for private institutions’ comparable programs. Where there is no comparable regionally approved public education institution program, the cost of the approved private Training Vendor’s program will be based on occupational title, quadrant category and cost negotiation within the applicable quadrant category.
B. Individual Account Training Cap
The maximum cap for the Individual Training Account (ITA) is $10,000.00.
ITA Policy rev.061914 Page 3 of 6
C. ITA Amount for Occupational Training Areas
The ITA amount for each occupational training area is based on if the occupation is identified as High Wage/High Growth, High Wage/Low Growth, Low Wage/High Growth, and Low Wage/Low Growth.
The maximum ITA amounts are as follows:
Occupations identified as High Growth/High Wage up to and including $10,000.00
Occupations identified as Low Growth/High Wage up to and including $7,500.00
Occupations identified as High Growth/Low Wage up to and including $5,000.00
Occupations identified as Low Growth/Low Wage up to and including $2,500.00
The formula to determine whether an occupation is high wage/high growth, low/wage growth, etc. is based on the State of Florida LMI data for the fastest growing occupations within Region 23 by growth rate and salary rate. Annually, the average growth rate and average salary rate will be determined for the identified occupations, sorted by growth rate and average salary, and then placed in the appropriate category.
D. ITA Voucher
A voucher will be issued covering up to and including 50 percent of the maximum approved ITA amount. In order for the voucher to be submitted for payment, the actual start date must be entered in SAMS and the participant must attend class for 14 consecutively scheduled classes. The 14-day period begins to run by entering participant information in SAMS, such as actual start date and length of program. Upon the participant’s completion of up to and including 50 percent of the training program, a voucher will be issued for the remaining maximum ITA amount. Note: The payment of the remaining amount is contingent on the Training Vendor’s submission to the applicable Service Provider of documentation evidencing the participant’s attendance records. All vouchers must be issued within the same Program Year in which service(s) was/were rendered.
Please refer to the SFWIB Performance Reporting Requirements Policy & Procedures for more information.
VIII. Duration of Training for Individual Training Accounts Individual Training Accounts can only be used to cover the cost of up to and including one year of training. This is a lifetime limit.
Exception: Those programs that the SFWIB have identified as targeted industries are exempt from the one-year limitation.
If the SFWIB participant’s training cost is covered by another funding source, for example, Pell Grants or scholarships, of the maximum ITA amount approved only up to and including $2,000 may be issued via voucher to offset the costs of books, certification examination/testing fees, etc., for up to and including one year of training. Note that this $2,000 sum is not separate from the approved maximum ITA amount.
SFWIB participants that elect a training program that is more than one year in length, i.e., an Associate in Science (A.S. Degree) program, will be responsible for all training costs beyond the one year covered by the ITA. Associate of Arts (A.A. Degree) and Bachelor Degree programs are not covered by ITAs.
ITA Policy rev.061914 Page 4 of 6
IX. Financial Aid
A. Pell Grants
All SFWIB participants requesting training using an ITA are required to apply for the Pell Grant (Title IV) by completing the Free Application for Federal Student Aid (FAFSA).
SFWIB participants pending PELL Grant approval/award may be enrolled in training through an ITA voucher. If subsequently awarded, the Pell Grant proceeds will be applied toward the tuition costs, with the ITA paying only for costs in excess of the Pell award. In the case that the Pell award covers the cost of the training, the Training Vendor will reimburse SFWIB the amount of tuition paid by SFWIB. SFWIB participants pending PELL Grant approval/award may be enrolled in training through an ITA voucher. If subsequently awarded, the Pell Grant proceeds will be deducted from the amount of the ITA. In the case where the Pell award changes from the amount stipulated in the original award letter, the previously approved ITA amount paid by SFWIB cannot be adjusted. In the case where the Pell award is in excess of the ITA voucher amount used when the SFWIB participant enrolled, the Training Vendor must reimburse SFWIB the difference.
B. Other Financial Aid/Student Loans
If a SFWIB participant has another grant or scholarship, the ITA funds will be available only after the other grant or scholarship has been utilized.
SFWIB participants who are eligible for a Pell Grant that elect to attend training programs may be required to obtain student loans and/or other grants to cover the cost of the program that they wish to enroll in if the ITA amount and the Pell Grant , if eligible for Pell, do not cover the full cost of the program. If the SFWIB participant is not Pell eligible, or the school or program is not Title IV eligible, the SFWIB participant will be required to obtain student loans and/or other financial aid to cover the cost of the program not covered by the ITA amount. SFWIB will not be responsible for any debts that a SFWIB participant incurs.
X. Limitations 1) Only one training program per SFWIB participant can be paid through the ITA; participants
are limited to one lifetime ITA. 2) The SFWIB participant must enroll in school half-time or full-time as defined by the Training
Vendor. 3) The ITA can only be used for courses that are specifically required for the program of study. 4) SFWIB will only pay once for each required class in an approved training program. SFWIB
will not pay for re-takes. This one-time payment includes remedial courses. 5) SFWIB will only pay once for each required certification examination. 6) In the case of those occupational training areas where the State licensing and/or certification
examinations are offered only in the English language, SFWIB participants enrolled in such training shall be taught in English.
7) Associate of Arts (A.A. Degree) and Bachelor Degree programs are not covered by the
Individual Training Account.
ITA Policy rev.061914 Page 5 of 6
XI. Service Account Management System (SAMS)
Approved SFWIB Training Vendors shall utilize the SFWIB SAMS Training Vendor screen to submit information on training status (drop, withdrawals, Pell information, etc.), attendance, training progress, placement, credential attainment information and performance information on a regular basis. The Training Vendor will provide credential information to the Service Provider and any follow-up data required.
Service Provider case managers shall track SFWIB participants’ training performance through SAMS.
Please refer to the SFWIB Performance Reporting Requirements Policy & Procedures for more information on the responsibilities of Training Vendors and Service Providers relevant to SAMS data reconciliation.
XII. Performance Measures
Training Vendors that agree to accept ITAs from SFWIB will be required to meet a minimum of two of the listed SFWIB performance standards, of which, one must be the Placement after Training standard. The table below lays out the performance measures.
Performance Measure Performance Standard Completion Rate 70% Placement After Training 70% Training-Related Placement 70% Economic Benefit Per Placement Quadrant Benchmark
Low Growth / Low Wage $14,785 High Growth / Low Wage $12,493 Low Growth / High Wage $31,542 High Growth / High Wage $29,201
A. Completion Rate
This measure examines the percentage of participants who successfully complete training in an approved SFWIB program. B. Placement after Training
This measure examines those SFWIB participants who completed training and have been placed in unsubsidized employment within 180 days of training completion.
C. Training-Related Placements
This measure examines those SFWIB participants who completed training and obtained unsubsidized employment within 180 days of completion in a training-related occupation.
D. Economic Benefit per Placement
This measure examines the percentage of the return on investment per approved training program for each participant placed. The approved program must meet and/or exceed the standard economic benefit per placement by quadrant.
ITA Policy rev.061914 Page 6 of 6
E. Subsequent Eligibility
For an approved training program to be considered for renewal, the program must meet or exceed a minimum of two of the performance measures. measures, of which, one must be the Placement after Training standard. Programs neither meeting nor exceeding a minimum of two of the measures will be removed from SFWIB’s approved offerings list. For a removed program to return to the approved offerings list, that program must be resubmitted for a programmatic review and Board-approval a year from the date of removal.
XIII. Roles and Responsibilities
Training Vendors and Service Providers are required to input data relevant to each of the above measures into SAMS. Additionally, Vendors and Providers are required to input wage data per placement into SAMS. Note that supporting documentation for each system entry must be readily available for review. Please refer to the SFWIB Performance Reporting Requirements Policy and Procedures for more information.
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 9e
AGENDA ITEM SUBJECT: APPROVAL OF A NEW TRAINING VENDORS AND PROGRAMS
FOR THE NEW VENDORS
AGENDA ITEM TYPE: APPROVAL
RECOMMENDATION: The EDIS Committee recommends to the Board the approval of training vendors and
requested programs as listed below.
STRATEGIC GOAL: Premier National Provider of Employment and Career Training
STRATEGIC PROJECT: Raise the Bar/One Stop Performance Consistency
BACKGROUND:
Federal and state law permit regional workforce boards to independently develop criteria for the selection and
maintenance of Training Vendors and Programs. In Region 23, the current process to become an approved
Training Vendor requires staff to evaluate an applicant’s programmatic capabilities. Vendor requests that pass
staff review are presented to the EDIS Committee for a recommendation for Board approval. Below are the
requests for the committee to review and approve. Request to be a Training Vendor and requested programs:
Request to be a Training Vendor:
Compu-Design USA Inc. (Dade Medical Institute of Technology) (North Miami Beach)
o Cisco Certified Network Associate Test Prep, Diploma
o Microsoft Certified IT Professional MCITP/MCTS Test Prep, Diploma
o Computer Network Technician, Diploma
o Computer Repair Technician, Diploma
Requested to Add Program:
New Horizons Computer Learining Centers South Florida
o Networking Security Profesional Preparatory- Diploma
FUNDING: N/A
PERFORMANCE: N/A
ATTACHMENT
Compu-Design USA Inc.
Documentation
New Horizons Computer Learning Centers South Florida
Documentation
SOUTH FLORIDA WORKFORCE INVESTMENT BOARD
DATE: 6/19/2014
AGENDA ITEM NUMBER: 9f
AGENDA ITEM SUBJECT: BUSINESS SERVICES CONTRACTORS
AGENDA ITEM TYPE: APPROVAL
RECOMMENDATION: The EDIS Committee recommends to the Board to authorize staff to negotiate
contracts with Business Services RFP respondents based on available funding, as set forth below.
STRATEGIC GOAL: Premier National Provider of Employment and Career Training
STRATEGIC PROJECT: Raise the Bar/One Stop Performance Consistency
BACKGROUND:
The SFWIB at its February 27, 2014 meeting approved the Executive Committee’s recommendation to authorize
staff to release a Request for Proposals (RFP) for Workforce Services and Business Services. CSSF Staff released
a Workforce Services RFP for Business Services to the public on May 1, 2014, soliciting proposals from
organizations capable of providing Business Services within region 23. One organization responded by the
prescribed deadline.
Staff reviewed the submitted proposal based on the criteria detailed in the RFP. On June 11, 2014, CSSF staff
held a Public Review Forum to disclose the respondent’s preliminary scores. The respondent did not meet the
required 80-point threshold for contract consideration and did not pass due diligence. A table is provided
displaying the results of the Public Review Forum.
CSSF staff recommends to the EDIS Committee to recommend to the Board the approving staff to issue an RFP