pacmtn workforce development council executive …...our statement of financial position reflects a...

8/16/2017/vlw

PacMtn Workforce Development Council Executive Finance Committee Agenda Friday, September 8 ▪ 11:00 am – 12:30 pm WorkSource Thurston ▪ Percival Creekhttps://pacmtn.adobeconnect.com/efc/1-800-537-7715 ▪ Passcode: 60526531#

I. Meeting Check-In (Duane Evans) A. Review of EFC Committee Agenda B. Motion to Approve June 2017 EFC Minutes (Attachment #1) C. Review of September 2017 Board Agenda (Attachment #2) D. Board Chair Comments

II. Task Force Updates (Task Force Leads)

III. Fiscal Items (Bridget Lockling)A. Action Item - Quarterly Financial Statements (Attachment #3)

IV. Executive & Administrative Items (Staff Lead)A. Action Item - Policy Modification: Incumbent Worker Policy (Attachment #4)

B. Discussion Only - Infrastructure Funding Agreement Timeline and Plan (Materials atMeeting)

C. Discussion Only – Enhancing Board Engagement (Materials at Meeting)

V. CEO Comments & Updates (Cheryl Fambles)

VI. Good of the Order & Announcements

Upcoming Executive Finance Meetings Date Location

Friday, October 13, 2017 WorkSource Thurston Percival Creek

Friday, November 10, 2017 WorkSource Thurston Percival Creek

Friday, December 8, 2017 WorkSource Thurston Percival Creek

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https://pacmtn.adobeconnect.com/efc/

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8/16/2017/vlw

Upcoming Board Meetings Date Location

Thursday, September 28, 2017 TBD Thursday, November 30, 2017 Satsop Business Park

Elma, WA Year End Celebration

Thursday, December 14, 2017 TBD

Executive Finance Committee Members Name Organization

1. Chair, Duane Evans Port Blakely U.S. Forestry 2. Chair Elect, Vacant3. Jim Larson Morningside 4. Peter Lahmann NW Laborers – Employers Training Trust 5. Dr. Jim Minker Grays Harbor College 6. Cheryl Heywood Timberland Regional Library 7. David Schaffert Thurston County Chamber 8. Kairie Pierce Washington State Labor Council 9. Commissioner Terri Drexler Mason County Commissioner 10. Vacant

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June 2017/VLW

PacMtn Workforce Development Council Executive Finance Committee Minutes Friday, June 9, 2017 ▪ 11:00 am – 12:30 pm WorkSource Thurston, Online and by Phone

Member List

Name Business County Position

1. Duane Evans Port Blakely US Forestry Lewis Chair

2. Vacant Chair Elect

3. Jim Larson Morningside Regional Vice Chair

4. Peter Lahmann NW Laborers – Employers Training Trust, Retired

Regional Treasurer

5. Dr. Jim Minkler Grays Harbor College Grays Harbor Member at Large

6. Cheryl Heywood Timberland Regional Library Regional One Stop Committee Lead

7. David Schaffert Thurston County Chamber Thurston Targeted Populations Committee Lead

8. Kairie Pierce WA State Labor Council Regional Target Populations Committee Co-Lead

9. Terri Drexler Mason County Commissioner Mason Consortium Chair, Ex-Officio

Attendees: Jim Larson, Peter Lahmann, David Schaffert, Kairie Pierce (phone), Terri Jeffreys Staff: Cheryl Fambles, Bridget Lockling, Corinne Daffern, Vanessa Wasman Guests: None Excused: Duane Evans, Dr. Jim Minkler, Cheryl Heywood

I. Board Chair Check In A. The meeting was called to order and quorum was established. Jim Larson chaired the

meeting as proxy for Duane Evans. Approval for account signer changes was added to the agenda under Section III, Fiscal Items, item C. It was also mentioned that for item B under the Fiscal Section, the committee would motion to approve January – March 2017 Financial Statements. The original agenda noted that the Statements were from July 2016-June 2017. No other changes or additions were made to the agenda.

B. The May 2017 EFC minutes were reviewed and Peter Lahmann motioned, seconded by David Schaffert to approve the minutes. Motion carries.

C. The group reviewed the June 22, 2017 Board agenda with no additions or changes. However, the group was asked for their ideas on this month’s Board Learning Feature Topic. Peter Lahmann said he’d be interested in learning more about PacMtn’s positon within the system and connection points with partners. How do we connect and how do we create closer relationships? David Schaffert suggested learning more about the relevance of PacMtn’s work, how the Board has direct impact to communities. Share a successful story within a program. Another suggestion was to see if EDC Directors share with the Board the tie between the

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Attachment #1

June 2017/VLW

economy and workforce development and ask, how do EDCs interact with PacMtn?

II. Task Force UpdatesA. Kairie Pierce gave a very brief update on the merge of the Youth and Specialized

Populations Committee is moving forward. No other discussion occurred regarding Task Forces.

III. Fiscal ItemsA. Action Item: Motion to Forward to WDC Board with Recommended Do Pass Approval for PY17 Preliminary Budget – Bridget Lockling reviewed this item and said that this version of the budget provides a starting point for an operational budget to begin our program year with. Some new projects are not yet fully determined or structured so funding is ear marked with details to be developed. There was also discussion on impending cuts to WIOA that may not show until 2018. Revenue projection for PY17 is shy of $13M, however this is without knowing our WIOA Formula Funds for PY17 and we have used an earlier projection provided by ESD. Bridget also went over the Administrative Operations Budget and provided a forecast saying that the first half of the year will be busy with identification and certification of AJC sites, work will continue with the MOU and that the Infrastructure Funding Agreement will be in place by January 1, 2018. The budget reflects a progressive and thoughtful way to continue fulfilling our requirements and delivering quality services to the region. The proposed PY17 Preliminary Budget was reviewed and Peter Lahmann motioned to forward the budget to the WDC Board with Recommended Do Pass Approval, seconded by Kairie Pierce. Motion carries. B. Action Item: Motion to Approve January 2017 – March 2017 Financial Statements. Bridget also reviewed this item saying that PacMtn is working with our contactors to help increase their spending to ensure dollars are going out to participants. She also pointed out some of the legal fees incurred, rental expenses and some inaccurate rent bills that were remedied. She also reviewed the elements of the summary that shows the program types, participants served and placed. David Schaffert motioned to approve the Quarterly Financial Statements, seconded by Peter Lahmann. Motion carries. C. Action Item: Bank Account Signer Changes to O’Bee CD Account - Updated PacMtn’s CD account to remove previous Chair, Randy Luke and added Duane Evans and Cheryl Fambles as signers and also added an authorization to include Bridget Lockling and Jaime Britton to the account to make inquiries about the account status. Peter Lahmann motioned to accept the CD account changes, seconded by David Schaffert. Motion carries.

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June 2017/VLW

IV. Executive & Administrative ItemsA. Action Item: Motion to Approve One Stop MOU – Corinne reviewed the MOU

Public Comment Summary Report and highlighted the dates for the review period of May 4, 2017 to June 4, 2017. She went on to describe the elements of the MOU and also mentioned summarized the volume of responses received. David Schaffert motioned to approve the One Stop MOU, seconded by Peter Lahmann. Motion carries.

B. Action Item: Motion to Approve Update to Program Policy: Adult & Dislocated Worker – Bridget reviewed the change and update summary for this policy. Some language or guidance was removed from the policy and some language or guidance was added regarding support services not allowable for adults or dislocated workers during program follow up or exit. Peter Lahmann motioned to approve the One Stop MOU, seconded by David Schaffert. Motion carries.

V. CEO Comments & Updates – None at this time.

VI. Good of the Order Items & Announcements

A. Corinne reminded the group about the combined committee meeting involving thoseon the Executive Finance Committee, Youth Task Force, Specialized Populations Task Force, the One Stop Task Force and Adult Basic Education & Literacy Group on June 15th to debrief on the American Job Centers Community Engagement Work completed by Agnes Balassa.

B. Peter Lahmann announced the annual Father’s Day event at the Olympic Flight Museum and encouraged everyone to attend.

Meeting adjourned at 12:02 pm

Submitted by: Vanessa Wasman, Administrative Assistant

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August 23, 2017/vlw

PacMtn Workforce Development Council Board Meeting Agenda Thursday, September 28 ▪ 1:30 -4:00 pm Satsop Business Park Dial: 888-537-7715 Passcode: 60526531# Pacmtn.adobeconnect.com/wdc

I. Welcome & Leadership Reports (Board Chair) A. Establish Quorum & Review Today’s Agenda B. Board Chair Report C. CEO Report

II. Action: Consent AgendaThe Consent Agenda is a SINGLE item for Board consideration that encompasses items the Board would typically approve with little comment. Procedural items such as approval of Minutes, or other legal or housekeeping items are appropriate for a Consent Agenda. There can be explanation of items, but there is no discussion of the Consent Agenda. If discussion is warranted or requested ANY item can be immediately removed and placed on the regular Agenda for full board discussion.

A. New Policy: Incumbent WorkerB. Quarterly Financial Statements

III. Committee & Task Force Updates (Task Force Leads)

IV. Strategic DiscussionsA. Potential By-Law Change – Lessening Number of Board Membership SeatsB. Infrastructure Funding Agreement (IFA) for One Stop Operator Process & TimelinesC. Presentation: One Stop Operator Collaborative Agreement

V. Board Learning Feature Topic (Kairie Pierce & Mike Hickman) A. Career Connected Learning: High Impact Community Grant Recipient Report Out

Upcoming Meetings Date Location

Thursday, November 30, 2017 Satsop Business Park Elma, WA

Year End Celebration Thursday, December 14, 2017

TBD

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Attachment #2

August 23, 2017/vlw

2016 – 2018 WDC Members Name Business/Organization Representation

1. Duane Evans Port Blakely U.S. Forestry Business: Wood Products Manufacturing

2. Jim Larson Morningside CBO/Serves Disabled Populations

3. Peter Lahmann NW Laborers Employment Training Trust

Labor – Apprenticeship

4. Alissa Shay Port of Grays Harbor Business: Logistics Cross Sector

5. Dru Garson Greater Grays Harbor Business: Economic Development

6. Lee Grose Ace Hardware Business: Retail Sales 7. Lynn Longan Mason County EDC Business: Economic

Development 8. Derek Epps Seattle Shellfish Business:

Aquaculture/Food Production

9. Jacqueline Earley Sierra Pacific Business: Wood Products Manufacturing

10. Bob Hitt Toad Hall Cranberry Farms Business: Food Production

11. Steve Rogers Pacific County Historical Society & Museum

Business: Tourism & Recreation

12. Jim Sayce Pacific County EDC Business: Economic Development

13. Michael Cade Thurston County EDC Business: Economic Development

14. Winfried Danke CHOICE Regional Health Network Business: Life Sciences 15. David Schaffert Thurston County Chamber Business: Private

Sector Enterprise 16. Anne Goranson Employment Security Dept. Wagner-Peyser

Employment Service 17. Kairie Pierce WA State Labor Council Labor Organization 18. Cheryl Heywood Timberland Regional Library CBO/Serves All

Populations 19. Michelle Andreas South Puget Sound Community

College Adult Basic Education & Literacy

20. Dr. Jim Minkler Grays Harbor College Post-Secondary Higher Education

21. Mike Hickman Educational School District #113 K-12 Education 22. Bob Guenther Thurston, Lewis, Mason Counties

Labor Council Organized Labor

23. Paul Vertrees DSHS/DVR Vocational Rehab 24. Jason Reed DSHS/Community Services TANF-DSHS 25. Vacant26. Vacant

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www.pacmtn.org | (360) 570-704-3568 WorkSource Thurston | 1570 Irving Street Tumwater WA 98512

MEMORANDUM

To: PacMtn Executive/Finance Committee Members

From: Bridget Lockling, Director of Finance & Administrative Services

Date: September 8, 2017

Subject: Finance Department Items

4th Quarter Financial Statements. Financial Statements are provided to reflect activity through June

30, 2017. Fourth quarter expenditures have come in on target-78% of program services and 87% of

administrative services. A few contracts and line items came in off of budget projects and they are called

out in the Notes to Financial Statements. There are no major concerns at this point. There are still a few

remaining year end invoices that will come in on the program side.

Our Statement of Financial Position reflects a slight increase in net assets. This is due to the earnings in

our MyJOB program. Final expenditures and revenues have not been reconciled but earnings will be

around $160,000 for the year.

The Statement of Cash Flows cash balances continue to be high due to tightened timelines for

reimbursement requests.

Recommendation: Motion to approve the 4th Quarter Financial Statements.

New Policy: A new policy for use of Incumbent Worker funds has been developed. We have included

Incumbent Worker funds in our budget and our new rapid response includes layoff aversion activities so

this policy is required before we start utilizing those funds. Our policy matches ESD and DOL guidance

on eligibility and cost sharing requirements. Attached memo includes more details on this policy.

Recommendation: Motion to approve the new Incumbent Worker Policy.

I’m available anytime if you need additional information on the financial statements or have general

fiscal questions.

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Pacific Mountain Workforce Development Council

NOTES TO FINANCIAL STATEMENTSProgram Year July 1, 2016 through June 30, 2017

For month ending June 30, 2017

1)

AREAS OF NOTE: a)

b)

c)

d)

e)

f)

g)

h)

i)

j)

k)

j)

k)

L)

2)

3)

4)

The Advanced Manufacturing project continues through August so most of the funds will be utilized by then.

Rent expenses are under for the year due to delay in getting revised lease agreement with updated costs. We

are still waiting on a correct invoice to process. New lease costs have been identified and are less than what

was budgeted

Depreciation includes the new cubicle system purchased.

Special Impact Projects are underway, invoices are starting to come in and we expect spending to be on

target by the end of the year.

The Statement of Cash Flows represents the cash received and used during the time period. This reflects we have sufficient cash on

hand to handle our daily operating transactions. Our cash balances are higher due to better timing of drawdowns and shorter delays

on reimbursements from some grants. Purchases of equipment reflects the new cubicle system in the admin office. There is a 2 day

turnaround time for cash requests to the State for our WIOA Formula fund reimbursements and a 1 day turnaround for cash requests

made to Department of Labor. Cash requests for the WorkFirst grant take one to two weeks, while some of our smaller grants are only

reimbursed on a monthly basis. We keep enough unrestricted funds available for use to cushion gaps in reimbursement times.

Supplies are over because of the new office furniture purchased. Under expenditures in other areas will

mitigate this overage

These notes pertain to the Statement of Activities, Statement of Financial Position and Statement Cash Flows attached.

The Statement of Activities provides a summary of expenses compared to revenue earned for the period, reported on an accrual basis

(pgs 2-3). This is then compared with current period budgets and year to date budgets. More emphasis will be placed on year to date

spending rather than on a monthly basis because timing may be off slightly from month to month from last year. The budgeted

numbers reflect

Page 5 represents a summary of spending levels by program compared to total budgeted amounts available. This is further sectioned

according to source of funds.

Overall administration office budget is 91% of budget.

The Statement of Financial Position represents the organizations net assets, comparing current assets and liabilities. We currently

have net assets of $1,047,820, consisting of our equipment replacement fund of $4,287, our capital assets of $44,240, prepaids of

$42,886 and unrestricted funds of $956,407. Net assets have increased since last quarter due to earnings in our DVR/JRA payment

point contracts.

Legal expenses are over for the year due to unanticipated personnel issues requiring legal advice

Professional Services are over for the year due to grant writing services needed.

The Sector Strategies contract with CPS is underspent but DOL has approved an extension so we will be able

to utilize those funds in the next program year.

Books/Subscriptions are over due to an economic data subscription not originally budgeted for.

IT Supplies/Minor equipment/IT equipment includes new server

Rapid Response Initiative contract has started but much later than originally budgeted.

The MyJOB direct services budget is overspent for the year, budgeted expenses were projected lower due

indirect costs. Overall earnings for the program have covered the additional expenditures.

High Impact Projects are finalized and came in under budgeted projections.

Prepared 05/31/2017 by Bridget Lockling

Attachment #3

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STATEMENT OF ACTIVITIESPY16 Budget to Actual Report

For month end June 2017Current Year

Actual

Current Year

Budget Variance Total Budget Balance Remaining % Spent Target %

REVENUES

Grant & Contracts 8,955,617.09 10,997,148.08 2,041,530.99 16,563,078.88 7,607,461.79 54% 66%

Other - - - - - 0% 0%

Total Revenues 8,955,617.09 10,997,148.08 2,041,530.99 16,563,078.88 7,607,461.79 54% 66%

EXPENSES

Program Services

Direct Participant Services 6,392,038.49 8,075,111.82 1,683,073.33 8,075,111.82 1,683,073.33 79% 100%

Business Services & Solutions 623,525.93 700,952.67 77,426.74 700,952.67 77,426.74 89% 100%

Special Impact Projects 170,127.90 365,000.00 194,872.10 365,000.00 194,872.10 47% 100%

Misc Contracts & Projects 31,985.27 84,500.00 52,514.73 84,500.00 52,514.73 38% 100%

Subtotal 7,217,677.59 9,225,564.49 2,007,886.90 9,225,564.49 2,007,886.90 78% 100%

Admin Office Operations 1,412,740.18 1,554,367.59 141,627.41 1,554,367.59 141,627.41 91% 100%

Transition Activities 26,451.14 30,416.00 3,964.86 30,416.00 3,964.86 87% 100%

Integrated Service Activities 47,307.99 100,000.00 52,692.01 100,000.00 52,692.01 47% 100%

AmeriCorps Activities 59,381.56 86,800.00 27,418.44 86,800.00 27,418.44 68% 100%

Subtotal 1,545,880.87 1771583.592 225,702.72 1,771,583.59 225,702.72 87% 100%

TOTAL EXPENSES 8,763,558.46 10,997,148.08 2,233,589.62 10,997,148.08 2,233,589.62 80% 100%

Change in Net Assets 192,058.63 - (192,058.63) 5,565,930.80

Beginning Net Assets 868,948

Plus current Net Assets 192,059

Change in special funds (13,187)

Ending Unrestricted Net Assets 1,047,820

Administrative Services

Prepared 08/25/2017 by Bridget Lockling 10


STATEMENT OF ACTIVITIESExpense DetailPY16 Budget to Actual Report

For month end June 2017

Current Period

Actual

Current Period

Budget Variance

Current Year

Actual

Current Year

Budget Variance Total Budget Balance Remaining % Spent Target %

REVENUES

Grant & Contracts 1,174,685.66 1,121,031.81 (53,653.85) 8,955,617.09 10,997,148.08 2,041,530.99 16,563,078.88 7,607,461.79 54% 66%

Other - - - - - - - - 0% 0%

Total Revenues 1,174,685.66 1,121,031.81 (53,653.85) 8,955,617.09 10,997,148.08 2,041,530.99 16,563,078.88 7,607,461.79 54% 66%

EXPENSES

PROGRAM SERVICES

Direct Participant Services

Adult Contracted Programs (Career Path Services-CPS) 158,475.59 111,311.06 (47,164.53) 706,394.75 851,556.98 145,162.23 851,556.98 145,162.23 83% 100%

Dislocated Worker Contracted Programs (CPS) 156,616.89 138,613.48 (18,003.41) 683,505.76 881,671.73 198,165.97 881,671.73 198,165.97 78% 100%

Youth Contracted Programs (ResCare + transition contracts) 143,435.97 79,706.75 (63,729.22) 905,816.77 1,028,977.62 123,160.85 1,028,977.62 123,160.85 88% 100%

Rapid Response Mason Co (CPS) 19,305.11 12,054.50 (7,250.61) 133,392.26 144,654.00 11,261.74 144,654.00 11,261.74 92% 100%

Sector Strategies (CPS) - - - 156,864.75 277,500.00 120,635.25 277,500.00 120,635.25 57% 100%

Grays Harbor Foundation (CPS) 2,060.70 971.03 (1,089.67) 3,706.96 11,652.34 7,945.38 11,652.34 7,945.38 32% 100%

Rapid Response Initiatives (CPS) 4,834.35 19,241.43 14,407.08 8,121.56 134,690.00 126,568.44 134,690.00 126,568.44 6% 100%

JD NEG (CPS) - 15,584.60 30,000.00 14,415.40 30,000.00 14,415.40 52% 100%

JD NEG (United Way) - - 45,000.00 45,000.00 45,000.00 - 100% 100%

In House Programs

WorkFirst 128,264.84 122,250.25 (6,014.59) 1,328,212.80 1,434,443.00 106,230.20 1,434,443.00 106,230.20 93% 100%

PREP 13,649.84 14,000.00 350.16 110,962.21 119,194.33 8,232.12 119,194.33 8,232.12 93% 100%

C2C, Microsoft, Saltchuk 96,603.82 179,475.26 82,871.44 1,232,098.60 2,003,703.15 771,604.55 2,003,703.15 771,604.55 61% 100%

Rapid Response-Mason Co 12,321.26 12,042.75 (278.51) 142,198.51 144,513.00 2,314.49 144,513.00 2,314.49 98% 100%

JD NEG - - - 299.45 300.00 0.55 300.00 0.55 100% 100%

Sector Strategies - - - 74,831.93 107,457.43 32,625.50 107,457.43 32,625.50 70% 100%

JRA-MyJob 68,097.27 51,413.78 (16,683.49) 637,619.84 616,965.40 (20,654.44) 616,965.40 (20,654.44) 103% 100%

YouthWorks - - - 491.18 500.84 9.66 500.84 9.66 98% 100%

DVR-PETS - - - 1,181.48 1,182.00 0.52 1,182.00 0.52 100% 100%

YouthWorks-Big Brother Big Sisters 5,799.05 8,814.58 3,015.53 113,897.28 114,275.00 377.72 114,275.00 377.72 100% 100%

DVR-Morningside & Arc of Grays Harbor 18,692.80 36,350.00 17,657.20 91,857.80 126,875.00 35,017.20 126,875.00 35,017.20 72% 100%

Subtotal Direct Participant Services 828,157.49 786,244.88 (41,912.61) 6,392,038.49 8,075,111.82 1,683,073.33 8,075,111.82 1,683,073.33 79% 100%

Business Services

B2B-(Thurston County Chamber) 63,821.45 33,333.33 (30,488.12) 347,690.61 400,000.00 52,309.39 400,000.00 52,309.39 87% 100%

Rapid Response Mason Co (TCC) 7,264.38 5,544.42 (1,719.96) 66,533.00 66,533.00 - 66,533.00 - 100% 100%

B2B-C2C (TCC) 12,942.52 10,309.35 (2,633.17) 113,131.16 123,712.21 10,581.05 123,712.21 10,581.05 91% 100%

C2C-(Tacoma Pierce Chamber) - 9,225.62 9,225.62 96,171.16 110,707.46 14,536.30 110,707.46 14,536.30 87% 100%

Subtotal Business Services 84,028.35 58,412.72 (25,615.63) 623,525.93 700,952.67 77,426.74 700,952.67 77,426.74 89% 100%

Special Impact Projects

Advanced Manufacturing (TC EDC, CPS) 12,489.01 40,714.29 28,225.28 75,125.51 165,000.00 89,874.49 165,000.00 89,874.49 46% 100%

Career Pathways 28,413.85 15,000.00 (13,413.85) 45,670.10 65,000.00 19,329.90 65,000.00 19,329.90 70% 100%

Library Partnership Expansion - 7,222.22 7,222.22 10,000.00 25,000.00 15,000.00 25,000.00 15,000.00 40% 100%

Rural County-High Impact Community Projects 30,631.20 2,777.78 (27,853.42) 39,332.29 50,000.00 10,667.71 50,000.00 10,667.71 79% 100%

Rapid Response Initiatives - 7,142.86 7,142.86 - 60,000.00 60,000.00 60,000.00 60,000.00 0% 100%

Subtotal Special Impact Projects 71,534.06 72,857.14 1,323.08 170,127.90 365,000.00 194,872.10 365,000.00 194,872.10 47% 100%

Misc Contracts/Projects

Communications Strategies - 13,500.00 13,500.00 2,408.05 10,000.00 7,591.95 10,000.00 7,591.95 24% 100%

Workforce Central-C2C - 30,726.19 30,726.19 17,577.22 38,000.00 20,422.78 38,000.00 20,422.78 46% 100%

TAP-Hospitality (WHAEF) - 13,500.00 13,500.00 12,000.00 21,500.00 9,500.00 21,500.00 9,500.00 56% 100%

SeaKing-JRA/MyJOB - 833.33 833.33 - 15,000.00 15,000.00 15,000.00 15,000.00 0% 100%

Subtotal Misc Contracts/Projects - 58,559.52 58,559.52 31,985.27 84,500.00 52,514.73 84,500.00 52,514.73 38% 100%

SUBTOTAL PROGRAM SERVICES 983,719.90 976,074.27 (7,645.63) 7,217,677.59 9,225,564.49 2,007,886.90 9,225,564.49 2,007,886.90 78% 100%

ADMINISTRATIVE SERVICES

Administrative Office Operations

Salaries & Benefits

Salaries 65,231.22 66,164.27 933.05 802,709.77 827,531.46 24,821.69 827,531.46 24,821.69 97% 100%

Benefits 26,945.49 27,751.26 805.77 300,438.40 356,564.13 56,125.73 356,564.13 56,125.73 84% 100%

Total Salaries & Benefits 92,176.71 93,915.54 1,738.83 1,103,148.17 1,184,095.59 80,947.42 1,184,095.59 80,947.42 93% 100%


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Travel & Training Expenses

Mileage 344.16 433.33 89.17 4,470.21 5,200.00 729.79 5,200.00 729.79 86% 100%

Travel 964.41 500.00 (464.41) 11,083.25 12,000.00 916.75 12,000.00 916.75 92% 100%

Conf/Conv/Mtgs/Reg 650.00 358.33 (291.67) 6,169.61 7,800.00 1,630.39 7,800.00 1,630.39 79% 100%

Gasoline for PMWDC Vehicles 25.75 66.67 40.92 580.74 800.00 219.26 800.00 219.26 73% 100%

Board Travel - 725.00 725.00 6,873.58 8,700.00 1,826.42 8,700.00 1,826.42 79% 100%

Board Supplies & Support 63.23 1,500.00 1,436.77 9,336.12 18,000.00 8,663.88 18,000.00 8,663.88 52% 100%

Staff develop/Training - 625.00 625.00 1,328.93 7,500.00 6,171.07 7,500.00 6,171.07 18% 100%

Total Staff Expenses 2,047.55 4,208.33 2,160.78 39,842.44 60,000.00 20,157.56 60,000.00 20,157.56 66% 100%

Professional Services

Accounting & Auditing - 4,666.67 4,666.67 13,313.30 14,000.00 686.70 14,000.00 686.70 95% 100%

Legal Fees - 100.00 100.00 5,764.10 1,200.00 (4,564.10) 1,200.00 (4,564.10) 480% 100%

Professional Services/Consult 4,046.57 2,737.50 (1,309.07) 36,638.16 32,850.00 (3,788.16) 32,850.00 (3,788.16) 112% 100%

Temp & Interim Contracts - 166.67 166.67 - 2,000.00 2,000.00 2,000.00 2,000.00 0% 100%

Licenses 3,009.48 1,620.83 (1,388.65) 14,243.57 19,450.00 5,206.43 19,450.00 5,206.43 73% 100%

Total Professional Services 7,056.05 9,291.67 2,235.62 69,959.13 69,500.00 (459.13) 69,500.00 (459.13) 101% 100%

Facilities

Rent 27,596.69 10,000.00 (17,596.69) 90,902.63 120,000.00 29,097.37 120,000.00 29,097.37 76% 100%

Utilities - - - - - - - #DIV/0! #DIV/0!

Total Facilities 27,596.69 10,000.00 (17,596.69) 90,902.63 120,000.00 29,097.37 120,000.00 29,097.37 76% 100%

Supplies & Communications

Supplies 600.28 1,208.33 608.05 16,694.15 14,500.00 (2,194.15) 14,500.00 (2,194.15) 115% 100%

Telephone & telecomm 608.85 1,266.67 657.82 9,718.93 15,200.00 5,481.07 15,200.00 5,481.07 64% 100%

Postage & Shipping - 62.50 62.50 730.22 750.00 19.78 750.00 19.78 97% 100%

Mailing Services - 33.33 33.33 357.83 400.00 42.17 400.00 42.17 89% 100%

Printing & copying 278.64 400.00 121.36 4,551.57 4,800.00 248.43 4,800.00 248.43 95% 100%

Books/Subscriptions/Ref 222.75 79.17 (143.58) 1,127.18 950.00 (177.18) 950.00 (177.18) 119% 100%

Total Communications 1,710.52 3,050.00 1,339.48 33,179.88 36,600.00 3,420.12 36,600.00 3,420.12 91% 100%

Equipment/Maintenance/Software/Rental

IT Supplies/Minor Equipment/Tech Equip 295.91 1,091.67 795.76 13,195.84 13,100.00 (95.84) 13,100.00 (95.84) 101% 100%

Equipment Rental & maint 120.02 179.17 59.15 1,527.51 2,150.00 622.49 2,150.00 622.49 71% 100%

Auto Repair & Maintenance 47.61 83.33 35.72 585.69 1,000.00 414.31 1,000.00 414.31 59% 100%

Auto Lease 207.11 233.00 25.89 2,144.57 2,330.00 185.43 2,330.00 185.43 92% 100%

Total Equipment/Small Tools 670.65 1,587.17 916.52 17,453.61 18,580.00 1,126.39 18,580.00 1,126.39 94% 100%

Depreciation

Depreciation-Automobile 1,849.72 691.00 (1,158.72) 7,838.75 8,292.00 453.25 8,292.00 453.25 95% 100%

Deprec & amort - other 499.85 - (499.85) 1,181.65 - (1,181.65) - (1,181.65) #DIV/0! #DIV/0!

Total Depreciation 2,349.57 691.00 (1,658.57) 9,020.40 8,292.00 (728.40) 8,292.00 (728.40) 109% 100%

Other

Interest-general/Bank Fees 338.81 375.00 36.19 4,083.92 4,500.00 416.08 4,500.00 416.08 91% 100%

Insurance-Gen Liability 1,267.69 1,604.17 336.48 16,131.39 19,250.00 3,118.61 19,250.00 3,118.61 84% 100%

Membership Dues - 750.00 750.00 12,966.63 14,950.00 1,983.37 14,950.00 1,983.37 87% 100%

Notifications 135.00 208.33 73.33 1,417.00 2,500.00 1,083.00 2,500.00 1,083.00 57% 100%

Other Expenses - 83.33 83.33 2,026.00 3,000.00 974.00 3,000.00 974.00 68% 100%

Community Outreach/Ed - 1,666.67 1,666.67 19,250.00 20,000.00 750.00 20,000.00 750.00 96% 100%

Contractor Support/In Kind 38.49 50.00 11.51 438.64 600.00 161.36 600.00 161.36 73% 100%

Transfer to Unrestricted - (625.00) (625.00) (7,079.66) (7,500.00) (420.34) (7,500.00) (420.34) 94% 100%

Total Other 1,779.99 4,112.50 2,332.51 49,233.92 57,300.00 8,066.08 57,300.00 8,066.08 86% 100%

Subtotal Admin Office Operating Budget 135,387.73 126,856.20 (8,531.53) 1,412,740.18 1,554,367.59 141,627.41 1,554,367.59 141,627.41 91% 100%

Transition Activities 3,944.90 2,534.67 (1,410.23) 26,451.14 30,416.00 3,964.86 30,416.00 3,964.86 87% 100%

Integrated Service Activities - 8,333.33 8,333.33 47,307.99 100,000.00 52,692.01 100,000.00 52,692.01 47% 100%

AmeriCorps Activities 2,404.26 7,233.33 4,829.07 59,381.56 86,800.00 27,418.44 86,800.00 27,418.44 68% 100%

SUBTOTAL ADMINISTRATIVE SERVICES 141,736.89 144,957.54 3,220.65 1,545,880.87 1,771,583.59 225,702.72 1,771,583.59 225,702.72 87% 100%

TOTAL EXPENSES 1,125,456.79 1,121,031.81 (4,424.98) # 8,763,558.46 10,997,148.08 2,233,589.62 # 10,997,148.08 2,233,589.62 1.65 2.00

Change in Net Assets 49,228.87 - (49,228.87) 192,058.63 - (192,058.63) 5,565,930.80

Beginning Net Assets 999,474 868,948

Plus current Net Assets 49,229 192,059

Change in special funds (883) (13,187)

Ending Unrestricted Net Assets 1,047,820 1,047,820


12

Pacific Mountain Workforce Development CouncilGrant Balance by ProgramPY16 Budget to Actual Report

Through June 30, 2017

YTD Actual Annual Budget Remaining YTD Actual Annual Budget Remaining YTD Actual Annual Budget Remaining

Program:

Workforce Innovation & Opportunity Act (WIOA) Grants

WIOA Youth 1,074,217.30 1,281,558.21 207,340.91

WIOA Adult 1,110,530.56 1,451,835.96 341,305.40

WIOA Dislocated Worker 1,103,011.24 1,608,256.98 505,245.74

WIOA Admin Cost Pool 296,559.21 667,390.19 370,830.98

YouthWorks2 (6/1/16-6/30/18) 136,470.75 170,547.84 34,077.09

Rapid Response Mason Co (7/1/16-6/30/17) 342,426.05 355,700.00 13,273.95

Rapid Response Initiatives 13,399.09 391,828.00 378,428.91

Jobs Driven National Emergency Grant (JD NEG) (ends 4/30/17) 66,877.99 203,056.85 136,178.86

Camo to Commerce (1/1/14-06/30/2017) 1,691,371.55 4,664,995.30 2,973,623.75

Sector Strategies (9/1/15-4/30/17) 325,965.28 456,213.43 130,248.15

- -

WorkFirst (Community Jobs) (ends 6/30/17) 1,501,638.50 1,625,443.00 123,804.50

Rapid Reentry (5/1/17-6/30/17) 9,545.53 10,000.00 454.47

- - -

Juvenile Rehabilitation-MyJOB (5/1/16-7/15/19) - - - 1,010,599.69 2,940,000.00 1,929,400.31

Dept of Voc Rehab-PETS (3/16/16-3/15/18) 122,506.58 213,305.00 90,798.42

Thurston County Jail Program (ends 12/31/17) 108,996.04 171,407.00 62,410.96

TAP-Hospitality (4/18/17-8/31/17) 15,238.88 25,000.00 9,761.12

TAP-Healthcare (6/28/17-3/31/19) - 275,000.00 275,000.00

Grays Harbor Foundation 3,706.96 11,652.34 7,945.38

Microsoft 4,199.62 24,564.19 20,364.57

Saltchuk 17,555.89 15,324.25 (2,231.64)

Total Program Grant Balance 6,160,829.02 11,251,382.76 5,090,553.74 1,511,184.03 1,635,443.00 124,258.97 1,282,803.66 3,676,252.78 2,393,449.12

Department of Labor/WIA/WIOA Funds Department of Commerce Other Funds

Prepared 08/25/2017 by Bridget Lockling13


STATEMENT OF FINANCIAL POSITION (Balance Sheet)

June 30, 2017

Beginning Year

Balance

Current Period

Balance

Current Year

Change

Beginning Period

Balance

Current Period

Change

Assets

Cash & Cash Equivalents 600,028 734,329 134,301 456,541 277,788

Accounts Receivable 969,226 1,164,832 195,606 1,179,168 (14,336)

Due from Related Parties 0 0 0 0 0

Notes Receivable 1,665 1,645 (20) 1,938 (293)

Pre-Paid Expenses 67,998 42,886 (25,112) 33,104 9,782

Investments - CD's 248,243 249,487 1,244 249,384 103

Long-Term Assets 30,945 44,240 13,295 47,141 (2,901)

Total Assets 1,918,105 2,237,419 319,314 1,967,276 270,143

Liabilities

Contracts & Vendors Payable 609,197 769,772 160,575 532,221 237,551

Payroll, Taxes, & Benefits Payable 272,392 264,945 (7,447) 263,235 1,710

Paid Leave Payable 124,440 129,298 4,858 129,218 80

Deferred Revenues 26,977 15,714 (11,263) 34,403 (18,689)

Other Short-Term Payables 16,151 9,870 (6,281) 8,725 1,145

Total Liabilities 1,049,157 1,189,599 140,442 967,802 221,797

Unrestricted Net Assets 868,948 1,047,820 178,872 999,474 48,346

Total Net Assets 868,948 1,047,820 178,872 999,474 48,346

Total Liabilities and Net Assets 1,918,105 2,237,419 319,314 1,967,276 270,143



STATEMENT OF CASH FLOWSJune 30, 2017

Current Period Current Year

Cash Flows from Operating Activities

Receipts from Grants 1,170,331.52 8,749,704.14

Receipts from Contributors/Events 0.00 1,603.84

Depreciation (Net) 0.00 (4,725.00)

Payments to Suppliers 138,159.04 (473,531.72)

Payments to Employees (289,828.18) (3,558,692.54)

Payments to Program/Participant Activities (740,873.83) (4,562,314.92)

Total Cash Flows from Operating Activities 277,788.55 152,043.80

Cash Flows from Investing Activities

Purchases of Equipment/Assets 0.00 (19,242.20)

Proceeds from Sale of Current Assets 0.00 1,500.00

Interest and Dividends 102.49 1,244.07

Purchases or Redemptions of Investments (102.49) (1,244.07)

Total Cash Flows from Investing Activities 0.00 (17,742.20)

Beginning Cash & Cash Equivalents 456,540.88 600,027.83

Ending Cash & Cash Equivalents 734,329.43 734,329.43



BUDGET TO ACTUAL- SPECIAL FUNDSJune 30, 2017

Fundraising* Wellness Grant Unrestricted

Current Year Actual Current Year ActualCurrent Year

Actual

Revenues

Beginning Year Balance 1,145.13 (418.00) 800,119.20

Revenue Earned 1,821.24 738.50 -

Revenue Earned-CD Interest - 2,744.07

Total Revenue 2,966.37 320.50 802,863.27

Expenses

Direct & Program Services 2,729.79 - 3,999.03

Salaries & Benefits - - -

Goods & Services - 1,908.05 1,524.34

Additional Program Match - - 8,329.66

Special Initiatives - - -

Total Expenses 2,729.79 1,908.05 13,853.03

Balance 236.58 (1,587.55) 789,010.24

*Current fundraising balance generated from McTakeover events

Unrestricted Fund Use

Direct & Program services represents program/participant costs thtat did not meet the criteria to be paid with from federal funds.

Goods & Services represents depreciation or other small expenses that did not meet the criteria to be paid with from federal funds.

Additional Program Match represents the amount we support other grants that cannot fully cover the cost, in this case our Thurston County Jail program.


Quarterly Reports Summary July 1, 2017 - June 30, 2017*Participant figures span mutiple PYs

**Budget figures PY16 Program Services ONLY

Program Type

Program Planned Actual

%

Achieved Planned Actual

%

Achieved Planned Actual

%

Achieved

Formula 842 957 114% 367 302 82% 3,199,870 2,656,872 83%

Adult 269 294 109% 157 78 50% 1,099,520 922,972 84%

DW 294 348 118% 168 124 74% 1,041,672 822,582 79%

Youth 279 315 113% 42 100 238% 1,058,678 911,317 86%

Competitive 1790 1713 96% 1362 1220 90% 3,509,657 2,264,818 65%

Advanced Manufacturing 50 19 38% 50 19 38% 165,000 75,126 46%

C2C* 1450 1422 98% 1092 1054 97% 2,236,234 1,437,978 64%

Jobs Driven NEG* 25 33 132% 25 0 0% 75,300 60,884 81%

Mason County Transition Center 100 96 96% 85 50 59% 355,700 342,124 96%

Rapid Response Initiatives 5 3 60% 0 0 #DIV/0! 194,690 8,122 4%

Sector Strategies Partnership 75 97 129% 75 97 129% 384,957 231,697 60%

YouthWorks 2 85 43 51% 35 0 0% 97,776 108,888 111%

WorkFirst 360 276 77% 360 294 82% 1,434,443 1,328,213 93%

Other

GH Foundation N/A N/A N/A N/A N/A N/A 11,652 3,707 32%

JRA MyJOB 300 241 80% N/A N/A N/A 631,965 637,620 101%

DVR-Internship* 37 31 84% N/A N/A N/A 164,666 91,858 56%

Microsoft N/A N/A N/A N/A N/A N/A 24,564 4,200 17%

Saltchuk N/A N/A N/A N/A N/A N/A 15,324 15,771 103%

Thurston County Jail - PREP* 100 60 60% 60 28 47% 101,731 93,550 92%

TOTAL - ALL PROGRAMS 3429 3278 96% 2149 1844 86% 9,093,873 7,096,608 78%

PY1617 figures; Summer program

Support for IT assessment and infrastructure

Support for networking, hiring events, and scholarships

TC Jail is on calendar year

Internal PY16 planned participant figures used; Q3

figures

Career Path Services hold contract for PY16

JD NEG closed 07/31/16; Rec add'l funds 02/09/17 -

closed 04/30/17

MCTC will continue operations w OPP RR; Career Path

Services and TCC; Contract closed 06/30/17

Career Path Services-Contract start date 10/01/16

Forest Products; Career Path Services

Big Brothers Big Sisters

Career Path Services holds contract; includes B2B

contracts (TCC)

ResCare holds contract

TC EDC-Contract start date 09/01/16

Career Path Services-Contract start date 10/01/16

7 Entering OJT-Related Employment at Exit

Participants Served to Date Participants Placed to Date Budget**

Considerations/Comments

Career Path Services holds contract; includes B2B

contracts (TCC)

17

PacMtn Program Policies – Development, Change and Updates Summary

As a Local Workforce Development Board, PacMtn WDC is responsible for ensuring that our program policies

provide the information and guidance necessary for staff and our partner service providers to carry out the

delivery of services (directly or indirectly) to customers in our region which are in alignment with the previously

proposed and now final WIOA Regulations and all applicable operational guidance provided by both the

Department of Labor (DOL), and that of the Employment Security Department.

As a result the final WIOA Regulations recently released and the subsequent operational guidance which has

been or will be provided in the future by both the Department of Labor (DOL), and/or of the Employment

Security Department, PacMtn will periodically find it necessary to develop new policies or update our local

program policies to align to with the final WIOA rules.

Often the changes and updates may have minor impact on the overall delivery of services and require minimal

language conversions reflecting the “final” WIOA regulation, guidance, resource and references. Some however

may change the allow ability of a service, the service delivery process and or the service qualifiers etc.

Policy updates will be processed as determined necessary upon the receipt of any new guidance. Therefore,

these changes will be presented to the board for approval on a quarterly schedule unless the change necessitates

otherwise. There are no policy changes or update in need of review and consideration of approval.

The following provides a brief explanation of the need and the PacMtn’s justification to develop and request approval of this new policy.

PacMtn Program Policies - New Policy Creation

Program: WIOA - Incumbent Worker Training (IWT)

Policy (Name and Number) – Incumbent Worker Training Policy #5300

Policy Development Justification:

Workforce Innovation and Opportunity Act (WIOA)

CHAPTER 3 — ADULT AND DISLOCATED WORKER EMPLOYMENT AND TRAINING ACTIVITIES (3) ALLOWABLE STATEWIDE EMPLOYMENT AND TRAINING

Under WIOA regulations, funds reserved by a Governor under sections 128(a)(1) and 133(a)(1) may be used to carry out additional statewide employment and training activities, which may include implementing innovative programs and strategies designed to meet the needs of all employers (including small employers) in the State, which programs and strategies may include incumbent worker training programs.

To allow for and facilitate Incumbent Worker Training relationships and services at the local level within the PacMtn WDA, PacMtn has developed a local policy to allow for such relationships and service related activities within our area.

Attachment #4

18

TITLE: Incumbent Worker Training Policy # 5300

Purpose

Incumbent Worker Training (IWT) provides both workers and employers with the opportunity to

build and maintain a quality workforce and is governed by sections 20 CFR 680.780 through .820

of the Final Rule.

Incumbent worker training is designed to meet the special requirements of an employer

(including a group of employers) to retain a skilled workforce or avert the need to lay off

employees by assisting the workers in obtaining the skills necessary to retain employment and

conducted with a commitment by the employer to retain or avert the layoff of the incumbent

worker.

An ideal incumbent worker training would be one where a participant acquires new skills allowing him or her to move into a higher skilled and higher paid job within the company, thus allowing the company to hire a job seeker to backfill the incumbent worker’s position. Incumbent Worker training must increase both a participant’s and a company’s competitiveness.

This following policy outlines the allowance for and criteria to determine which workers, or groups of workers, are eligible for incumbent worker training services and the cost sharing required for incumbent worker training projects. (WIOA Section 134(d)(4)).

Policy

PacMtn may allocate up to 20 percent of their adult and dislocated worker funds to provide for the federal share of the cost of providing incumbent worker training, in accordance with Section 134(d)(4) of WIOA. This 20 percent can be used for IWT activities that are programmatic in nature, as administrative activities must be paid out of the Board’s administrative funds.

PacMtn will follow the Incumbent Worker Eligibility Criteria as detailed in the policy guidelines and adheres to WIN 5607 Revision 3 and TEGL 19-16.

PacMtn will follow the Employer Eligibility Criteria as detailed in the policy guidelines and adheres to WIN 5607 Revision 3. Additionally, PacMtn will review the potential number of layoffs averted as a result of this training and utilization as part of a larger sector and career pathway strategy that aligns with our identified industry clusters in the region to prioritize training funds if needed.

Incumbent worker training will only be available if all eligibility criteria are met and the employer can meet the cost share requirements of the training.

Type: Program Policy Date Established: 09/08/2017

Date Last Revised: N/A

Date Posted to Website: 09/11/2017

Status: Draft

Supersedes: N/A

19

TITLE: Incumbent Worker Training, Policy # 5300

PacMtn will utilize Rapid Response funds for layoff aversion and WIOA Governor’s discretionary funds for incumbent worker training activities according to WIOA Section 134(a)(3)(A)(i), if need is identified and funding opportunities are available.

Policy Guidelines

Incumbent Worker Eligibility Criteria:

An incumbent worker must be:

1. Age 18 or older;

2. Employed;

3. Meet the Fair Standards Act requirements for an employer-employee relationshiphttp://www.dol.gov/whd; and

4. Have an established employment history with the employer for six (6) months or more.

If incumbent worker training is provided to a cohort of employees, not every employee in the cohort must have an established employment history with the employer for six months or more as long as a majority (51 percent or more) of the employees being trained meet the employment history requirement.

An incumbent worker does not have to meet the eligibility requirements for career and training services for adults and dislocated workers under WIOA, unless they are also enrolled as a participant in the WIOA adult or dislocated worker program.

IWT is not permitted to be used to provide the occupational training a new hire needs.

Employer Eligibility Criteria:

PacMtn must determine an employer’s eligibility for participating in IWT based on the following

factors which help to evaluate whether training would increase the competitiveness of the

employees or both the employees and the employer:

1. The characteristics of the incumbent workers to be trained and how historically theyrepresent individuals with barriers and how such individuals would benefit from retentionor advancement. Consideration should be given to employers who propose to put forthextra effort to train individuals with barriers to employment as defined in WIOA Section3(24). (See Attachment A);

2. Provide a quality of training which would, whenever possible, allow the participant to gainindustry-recognized training experience and/or lead to industry-recognized credentialsand/ or an increase in wages;

3. The number of participants the employer plans to train or retrain;

4. The wage and benefit levels of participants (before and after training);

5. The occupation(s) for which incumbent worker training is being provided must be indemand;

6. The employer is:

a. In an in-demand industry as determined by ESD labor market information; or

20

http://www.dol.gov/whd%3B


b. In an in-balance industry as determined by ESD labor market information; or

c. In a declining industry, but there are compelling reasons (e.g., evidence of long-termviability of the employer) justifying investment in incumbent worker training.

7. The employer must not have laid off workers within 120 days to relocate to Washingtonfrom another state;

8. The employer is current in unemployment insurance and workers’ compensation taxes,penalties, and/or interest or related payment plan.

PacMtn will also evaluate the potential number of layoffs averted as a result of this training and utilization as part of a larger sector and career pathway strategy that aligns with our identified industry clusters in the region to prioritize training funds if needed. PacMtn may also prioritize employers based on their overall efforts to develop a more competitive workforce within the region and those that show ongoing apprenticeship training models. Additionally, employers that show continued opportunities for incumbent workers to advance and increase wages within their company may be prioritized.

Each of the above factors leading to the approval of an incumbent worker training project with an employer must be documented and placed in the contract file.

Generally, IWT should be provided to private sector employers; however, there may be instances where non-profit and local government entities may be the recipients of IWT funds. For example, IWT may be used in the health care industry where hospitals are operated by non-profit or local government entities and a nursing upskilling opportunity is available.

Employer Share of Training Costs:

Employers participating in incumbent worker training are required to pay the non-WIOA (non-federal) share of the cost of providing training to their incumbent workers. (WIOA Sections 134(d)(4)(C) and 134(d)(4)(D) and proposed 20 CFR 680.820).

The employer share is based on the size of the workforce (wages paid to the participant while in training can be included as part of that share and the share can be provided as cash or in-kind that is fairly evaluated) as follows:

o At least 10 percent of the cost for employers with 50 or fewer employeeso At least 25 percent of the cost for employers with 51 to 100 employeeso At least 50 percent of the cost for employers with more than 100 employees

Employer cost share contributions must be tracked and documented in the contract file. In addition, the methodologies for determining the value of in-kind contributions must be documented in the contract file and conform to cost sharing requirements at 2 CFR 200.306.

Incumbent Worker Training Data Entry:

Incumbent workers who are served through WIOA Title I (i.e., Adult Formula, Dislocated Worker Formula, National Dislocated Worker Grant, Governor’s 15% Discretionary, Statewide Rapid Response) grant funds must be affiliated with an employer, training start date, and fund source in order to satisfy requirements of the U.S. Department of Labor’s WIOA-affiliated Participant Individual Record Layout (PIRL).

21


Any discrepancies arising between PacMtn policy and or procedures with federal and state provisions due to current or future revisions will default to the current minimum federal and state regulations and guidance available. PacMtn policy and or procedures may set forth stricter requirements than provided by federal and state guidance, but in no case will PacMtn policy and or procedures not meet minimum federal and state policy.

References

WIOA Section 3(23) WIOA Section 134(d)(4)

2 CFR 200.306 20 CFR 680.780, 680.790, 680.800, 680.810, 680.820, 682.210(b), and 682.320(b)(4)

Training and Employment Guidance Letter (TEGL), 3-15

Training and Employment Guidance Letter (TEGL), 19-16

WorkSource System Policy 5607 Revision 3 – Employer Criteria and Cost Sharing for Training Provided to Incumbent Workers

Workforce Innovation and Opportunity Act of 2014

DATE APPROVED: TBD

Direct Inquiries to: Pacific Mountain Workforce Development Council 1570 Irving Street SW Tumwater, WA 98512 Telephone: (360) 704-3568 Email: [email protected]

PacMtn is an equal opportunity employer/program. Auxiliary aids and services are available upon request to persons of disability. WA Relay Services 711

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mailto:[email protected]

pacmtn workforce development council executive …...our statement of financial position reflects a...

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