the calworks wioa partner… negotiating cost-sharing in the ... · what it means for sharing...

TheCalWORKsWIOAPartner…NegotiatingCostSharinginthePhaseIIMOU(Webinar:February3,2017)

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TheCalWORKsWIOAPartner…

NegotiatingCost-SharinginthePhaseIIMemorandumofUnderstanding

Co-Sponsoredbythe…

CaliforniaWorkforceDevelopmentBoard

CaliforniaDepartmentofSocialServices

CountyWelfareDirectorsAssociationofCalifornia

CaliforniaWorkforceAssociation


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TheCalWORKsPartner…

NegotiatingCost-SharinginthePhaseIIMOU

ThisMorning…! ReviewWIOApartnershiprequirementsanddiscuss

whatitmeansforsharingcustomers,services,andcosts! OverviewPhaseIIMOUrequirements,content,timeline! Focusontherequiredsharingofinfrastructurecosts,the

consolidatedbudgetforapplicablecareerservices,andtheoptionalsharingofothersystemcosts

! Respondtoquestionsoncost-sharingrequirements


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BuildingtheAJCCSystemPartnershiptoShareSystemCustomers,ServicesandCosts

RequiredWIOAOne-StopPartners

! WIOAT-IAdult,DW,Youth

! Wagner-Peyser

! AdultEducationandLiteracy

! VocationalRehabilitation

! Career,TechnicalEducation

! TitleVOlderAmericansAct

! JobCorps

! NativeAmericanPrograms

! MigrantSeasonalFarmworkers

! Veterans

! YouthBuild

! TradeAct

! CommunityAction(E/TProgs)

! HousingAuthority(E/TProgs)

! UnemploymentCompensation

! SecondChance

! California:TANF/CalWORKs


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“WIOAJointFinalRule§678.415:Whatentityservesastheone-stoppartnerforaparticularprograminthelocalarea?Theentitythatcarriesouttheprogramandactivities…isthegrantrecipient,administrativeentity,ororganizationresponsibleforadministeringthefundsofthespecifiedprograminthelocalarea.Theterm“entity”doesnotincludeserviceprovidersthatcontractwith,oraresubrecipientsof,thelocaladministrativeentity.“Question:WhoSpecificallyIstheTANFPartnerinCalifornia?TheTANFprogram(CalWORKsinCalifornia)istherequiredpartnerandtheCountyWelfareDepartment(CWD)isthelocalentitythatcarriesouttheCalWORKsprogram,sotheCWDnegotiatesandsignstheMOU,notsubrecipientsorcontractedproviders.


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RequiredRolesandResponsibilitiesoftheOne-StopPartners! Provideaccessthroughtheone-stopdeliverysystemtosuch

programoractivitiescarriedoutbytheentity,includingmakingthecareerservices…thatareapplicabletotheprogramoractivitiesavailableattheone-stopcenters

! Useaportionofthefundsavailablefortheprogramand

activitiestomaintaintheone-stopdeliverysystem,includingpaymentoftheinfrastructurecostsofone-stopcenters

! Enterintoalocalmemorandumofunderstandingwiththe

localboard,relatingtotheoperationoftheone-stopsystem! Participateintheoperationoftheone-stopsystem

consistentwiththetermsofthememorandumofunder-standing,therequirementsofthistitle,andtherequirementsoftheFederallawsauthorizingtheprogramoractivities


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MemorandumofUnderstandingContentRequirements! Servicestobeprovidedthroughtheone-stopdelivery

system…includingthemannerinwhichtheserviceswillbecoordinatedanddeliveredthroughsuchsystem

! Howthecostsofsuchservicesandtheoperatingcostsof

suchsystemwillbefunded,including— - Fundingthroughcashandin-kindcontributions(fairly

evaluated),whichcontributionsmayincludefundingfromphilanthropicorganizationsorotherprivateentities,orthroughotheralternativefinancingoptions,toprovideastableandequitablefundingstreamforongoingone-stopdeliverysystemoperations

- Fundingoftheinfrastructurecostsofone-stopcenters


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! Methodsofreferralofindividualsbetweentheone-stopoperatorandtheone-stoppartnersforappropriateservicesandactivities

! Methodstoensuretheneedsofworkersandyouth,and

individualswithbarrierstoemployment,includingindividualswithdisabilities,areaddressedintheprovisionofnecessaryandappropriateaccesstoservices,includingaccesstotechnologyandmaterials,madeavailablethroughtheone-stopdeliverysystem;and

! Durationofthememorandumofunderstandingandthe

proceduresforamendingthememorandumduringthedurationofthememorandum,andassurancesthatsuchmemorandumshallbereviewednotlessthanonceevery3-yearperiodtoensureappropriatefundinganddeliveryofservices

TheMOU:SharingServicesandCustomerstoShareCosts


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WSD15-12:WIOAMemorandumsofUnderstanding

DevelopmentofaMemorandumofUnderstanding

“EachMOUshouldactasafunctionaltoolaswellasvisionaryplan

forhowtheLocalBoardandAJCCpartnerswillworktogethertocreateaunifiedservicedeliverysystemthat

bestmeetstheneedsoftheirsharedcustomers.”

ThreeMajorMOUComponents:

1. SharedCustomers

2. SharedServices

3. SharedCosts


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WSD15-12:WIOAMemorandumsofUnderstanding

PhaseIMOU:ServiceCoordination

ForPhaseI,LocalBoardsareexpectedtoworkwithalloftherequiredandoptionalpartnersintheirLocalAreatodevelopanagreementregardingtheoperationsofthelocalonestopsystem

asitrelatestosharedservicesandcustomers.

PhaseI:CompletednolaterthanJune30,2016

"PhaseIIMOU:SharedResourcesandCosts

ForPhaseII,LocalBoardsshouldbuilduponagreementsestablishedinPhaseIanddeterminehowtobestsupporttheirestablished

servicedeliverymodelthroughthesharingofresourcesandcosts.

CompletednolaterthanJune30,2017September1,2017


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TheCaliforniaMOUandCost-SharingPolicyChain…

WIOANoticeofProposedRuleMaking(8/24/15)

" WSD15-12:WIOAMemorandumsofUnderstanding(1/20/16)

- PhaseIMOU:ServiceCoordination(DueNotLaterthan6/30/16)

- PhaseIIMOU:SharedResourcesandCosts(WasDue6/30/17)

" WIOAJointFinalRule(8/19/16)

“One-StopSystem”

" WSD16-09:WIOAPhaseIIMOUs(10/14/16)

MOUCost-SharingRequirements


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CaliforniaDepartmentofSocialServicesAllCountyInformationNotice1-93-16(12/27/16)

“WIOACostSharingGuidanceforCalWORKs”

PerfectAlignmentwithWSD16-09

" FedsIssueTEGL17-16:

“InfrastructureFundingofOne-StopDeliverySystem”(1/18/17)

ChangeinDueDates:

- FinalMOU(ExceptInfrastructureFundingAgreement):6/30/17

- FinalInfrastructureFundingAgreement:1/1/18(ButTimetoCompleteAnyTriggeringofStateFundingMechanism)

- RequiresSharingofInfrastructureCostsin

AffiliateSitesforColocatedPartners


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CaliforniaWorkforceAreasThatHaveCompletedthePhaseIMOUWillHaveMettheUSDOLRequiredDateof6/30/17forthe“FinalMOU,ExcepttheInfrastructureFundingAgreement”

" RevisionWSD16-09PhaseIIMOURequirements(January2017)

ChangeinDueDates:

# June20,2017:SubmitProgressReport

# September1,2017:DueDateforPhaseIIMOU/IFA

(OrTriggerStateFundingMechanism)

# January1,2018:AllPhaseIIMOUsGoIntoEffect

- Removed“Intermittent”fromColocatedPartnerDefinition

- FutureGuidance:InfrastructureCost-SharinginAffiliateSites


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OverviewoftheCostSharingRequirements

SubpartEofJointWIOAFinalRule(678.700-678.760)- Allone-stoppartnersarerequiredtouseaportionof

theirfundstoprovideapplicablecareerservices,jointlyfundtheone-stopcenterinfrastructurecosts,andtoshareinotheragreed-uponcostsrelatingtotheoperationoftheone-stopdeliverysystem(678.420)

- ThesharingofcostsmustbeconsistentwiththeFederal

lawauthorizingthepartner’sprogramandwithFederalcostprinciples(includingthatcostsbeallowable,reasonable,necessary,andallocable)

- Eachpartner’sobligationstopaymustbebasedonan

acceptableandagreed-uponcostingmethodology


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- Thesecostsaretobenegotiatedandagreedbyalllocalone-stoppartners

- Twokindsofcenterandsystemoperatingcosts:

- RequiredsharingofAJCCinfrastructurecosts

- ReportedCareerServicescostsandotherone-stopdeliverysystemcosts,ifagreedbythepartners

- AJCCinfrastructurecostsarenonpersonnelcosts

necessaryfortheoperationoftheCenter- Othercosts,mustincludeapplicablecareerservices

andmayincludeothersharedsystem,center,servicecostsnegotiatedbythelocalpartners

- TwoMechanismsforsharinginfrastructurecosts:


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- ALocalMechanism(678.715)

- AStateMechanism(678.730),whichisimplementedonlywhennecessaryduetofailureoflocalnegotiations

- IfanyLocalAreaisunabletoreachagreementwithallcolocatedpartnersonthesharingofinfrastructurecosts,thenthestatemechanismistriggeredforthatLocalAreaandthestatewillthendeterminetheone-stoppartners’contributions

AllLocalAreasmusthaveanegotiatedandsignedaPhaseIIMOUbynotlaterthanSeptember1,2017

California’sGoal:Providesupportandguidancenecessarytohelp

allLocalAreasreachagreementunderlocalmechanismandpreventthetriggeringofthestatemechanism


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BeyondCompliancewiththeLawandRegulations…

WhyAreWIOAPartnersExpectedtoShareinAJCCCosts?

# “System”“Membership”“Dues”

# SkinintheGame,Co-Ownership,andVoice

# MaketheAJCCtheCenteroftheSystem

# NoPartnerPayMoreThanFairShare

# LightenBurdenofSomePartnersWhoCurrentlyPayMore

# NoNewMoney:StretchSystemResourcesThroughSharing


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ThreeKindsofCost-Sharing

InfrastructureCosts:

SharingRequired(LocallyNegotiatedorTriggeredStateMechanism)ComprehensiveCenter/sColocatedPartners

OtherSystemCosts---CareerServices:

RequiredReporting/Disclosing(andLocallyCompiled)AllSystemPartners:“ApplicableCareerServices

“Consolidated”Budget

OtherSystemCosts---SharedServices:

Optional(LocallyAgreed)Systemand/orCenterCosts

MultipleOpportunities(IfAgreed)


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PartnerSharingof“OtherOne-StopDeliverySystemCosts”…

FinalRule§678.760:“Howdoone-stoppartnersjointlyfundothersharedcostsundertheMemorandumofUnderstanding?(a) …one-stoppartners…mustuseaportionoffundsmadeavailable

undertheirprograms’authorizingFederallaw…topaytheaddi-tionalcostsrelatingtotheoperationoftheone-stopdeliverysys-tem.Theseothercostsmustincludeapplicablecareerserv-icesandmayincludeothercosts,includingsharedservices.

(b)…sharedservices’costsmayincludethecostsofshared

servicesthat…maybecommonlyprovidedthroughtheone-stoppartnerprogramstoanyindividual,suchasinitialintake,assessmentofneeds,appraisalofbasicskills,identificationofappropriateservicestomeetsuchneeds,referralstootherone-stoppartners,andbusinessservices.SharedoperatingcostsmayalsoincludesharedcostsoftheLocalWDB’sfunctions.


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CareerServicesApplicabletoEachPartner:SampleMOUPhaseIITemplate:Pages16to19

DevelopingaConsolidated“ApplicableCareerServices”BudgetTheothersystemcostsbudgetmustincludeaconsolidatedbudgetforapplicablecareerservices.Budgetmustincludeeachpartner’scostsfortheservicedeliveryofapplicablecareerservicesandaconsolidatedsystembudgetforcareerservicesapplicabletomorethanonepartner.Unlikeinfrastructurecostsharing,othersystemcosts,including“ApplicableCareerServices”arenotlimitedtothenon-personnelcostsandshouldincludeallcostsrelatedtotheadministrationanddeliveryofthoseservices.SampleMOUPhaseIITemplate:Pages16-21


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PartneringonWIOACareerServices

§678.425:Whataretheapplicablecareerservicesthatmustbeprovidedthroughtheone-stopdeliverysystembyrequiredpartners?

“Applicablecareerservicestobedeliveredbyrequiredone-stoppartnersareservices…authorizedtobeprovidedundereachpartner'sprogram.”

! EligibilityforTitleIservices

! Outreach,intake,orientation

! Initialassessment

! Laborexchangeservices

! Referralstoprograms

! Labormarketinformation

! Performance,costinformation

! Supportiveservicesinformation

! UIInformationandassistance

! Financialaidinformation

! Follow-upservices

! Comprehensiveassessment

! Individualemploymentplan

! Careerplanning,counseling

! Short-termprevocationalservices

! Internships,workexperience

! Out-of-areajobsearch

! Financialliteracyservices

! ELAandIntegEducandTraining

! Workforcepreparation


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DepartmentofSocialServices–AllCountyLetter16-51…CalWORKs“ApplicableCareerServices”1. Provisionofinformationrelatingtotheavailabilityofsupportive

servicesorassistance,andappropriatereferralstothoseservicesandassistance,includingchildcareandMedicaid(orientation,appraisal,FamilyStabilization).

2. Initialassessmentofskilllevelsincludingliteracy,numeracy,and

Englishlanguageproficiency,aswellasaptitudes,abilities(includingskillsgaps),andsupportiveserviceneeds(appraisal,assessment,learningdisabilitiesscreening).

3. Jobsearchandplacementassistance(jobsearch,subsidized

employment).4. Diagnostictestinganduseofotherassessmenttools(appraisal,

assessment,learningdisabilitiesscreening).


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5. In-depthinterviewingandevaluationtoidentifyemploymentbarriersandappropriateemploymentgoals(appraisal,assessment).

6. Developmentofanindividualemploymentplan,toidentifythe

employmentgoals,appropriateachievementobjectives,andappropriatecombinationofservicesfortheparticipanttoachievehisorheremploymentgoals(WTW2/WTWplan,supportiveservices).

7. Short-termpre-vocationalservicesincludingdevelopmentoflearning

skills,communicationskills,interviewingskills,punctuality,personalmaintenanceskills,andprofessionalconductservicestoprepareindividualsforunsubsidizedemploymentortraining(jobreadiness).

8. Internshipsandworkexperiencesthatarelinkedtocareers(subsidized

employment,unpaidworkexperience,communityservice).9. Englishlanguageacquisitionandintegratededucationandtraining

programs(adultbasiceducation,jobskillstrainingdirectlyrelatedtoemployment).


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QandA:ConsolidatedBudgetforDeliveryofCareerServicesQ: Aretheapplicablecareerservicesofnon-colocatedpartners

includedinthe“consolidatedbudgetofcareerservices”?A. Yes.Allpartners,whethercolocatedornot,arerequiredto

reporttheircostforthedeliveryofapplicablecareerservices.Q: Ifpartnersdonotcurrentlytrackorreporttheircostfor

providingapplicablecareerservices,howdotheycompletetheConsolidatedBudgetforCareerServices?

A. Ifapartnerdoesnothavespecificdollaramountsavailable,they

mayutilizeareasonableestimate.Aslongasallpartnersprovideareasonabledollaramountandcandetermineanestimatedamountforthe“consolidatedbudgetforthedeliveryofapplicablecareerservices”,theywillbedeemedincompliance.


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“OtherSystemCosts---SharedServices”(Optional;IfAgreed)

ExamplesofOtherSystemCosts(ButNotLimitedTo)…

! Initialintake,assessmentofneeds,appraisalofbasicskills,identificationofappropriateservicestomeetsuchneeds,and

referralstootherone-stoppartners

! BusinessServices

! PartnerStaffCrossTraining

! One-StopOperator

! SharedPersonnelCostsforCenterColocatedPartners

Alllocalpartnersmustagreetotheothersystemcostsbudget.Nostatefundingmechanismwillbetriggereddueto

lackofagreementatthelocallevelforothersystemcosts.


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WSD16-09:SharingInfrastructureCosts“UnderWIOA,eachAJCCpartnerthatcarriesoutaprogramoractivitieswithinacomprehensiveAJCCmustuseaportionofthefundsavailablefortheirprogramandactivitiestohelpmaintaintheOne-Stopdeliverysystem,includingproportionalpaymentoftheinfrastructurecostsoftheAJCCs(FinalRuleSection678.700).”First:IsIta“ComprehensiveAJCC”?“ComprehensiveAJCC:AnAJCClocationwherejobseekersandemployerscanaccesstheprograms,services,andactivitiesofallrequiredAJCCpartnerswithatleastoneTitleIstaffpersonphysicallypresent(WIOAJointFinalRuleSection678.305).”TheLocalWorkforceDevelopmentBoarddeterminesiftheAJCCis“Comprehensive”.


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Q:WhichPartnersAre“Within”the“ComprehensiveAJCC”?

A: ThosePartnersthatAre“Colocated”withintheAJCC

WSD16-09:ChangeinDefinitionofColocatedPartners

“ColocatedPartners:AJCCpartnerswhohaveaphysicalpresence

withinthecenter,eitherfulltimeorparttime.”

Change:ColocatedPartnersNoLongerIncludes“Intermittent”

“Anintermittentpartnerisonewhomayhaveanoccasionalphysicalpresenceinthecenter,but

doesnothaveadedicatedworkspacethatisnotalsousedbyothercenterpartners.”

Question:WhatIftheAJCCisLocatedataCWD?


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CaliforniaDepartmentofSocialServicesAllCountyInformationNotice1-93-16(12/27/16)“ColocationmeanstheCWDhasatleastoneCalWORKsprogramstaffmemberregularlyprovidingeligibilityand/oremploymentassistanceatacomprehensiveAJCC.IftheAJCCislocatedattheCWD,andtheCalWORKsprogramdoesnothavecolocatedstaffintheAJCC,theCalWORKsprogramisnotcolocatedforpurposesoftheinfrastructurecost-sharingrequirement.AsindicatedonpagenineofWorkforceServicesDirective16-09,onlypartnerswhohavestaffphysicallypresentwithintheAJCC,(full-time,part-time,orintermittently)arecolocatedandhaveaninfrastructurecostsharingrequirementatthistime.”


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RequiredPhaseIIMOUContent:

SharingInfrastructureCosts(IFA)byColocatedPartners$ AnIFAbudgetoftheinfrastructurecostsforeach*ComprehensiveAJCC*,detaileddescriptionofwhatspecificcostsineachlineitem

$ Thecostallocationmethodologychosentochargeeachpartnerinproportiontoitsuseoftheone-stopcenterandthebenefitreceived,inaccordancewithUniformGuidance.

$ Theinitialproportionateshareofinfrastructurecostsallocatedtoeachpartnerbasedontheagreeduponcostallocationmethodology,eachpartner’sestimatedtotalcontributionamount,andwhetheritwillbeprovidedthroughcash,noncash(in-kind),and/orthird-partyin-kindcontributions.

$ Foranyidentifiednoncashorin-kindcontributions,methodbywhichthevalueofthecontributionwasorwillbefairlyevaluated


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Sequence:SharingInfrastructureCosts

Decide:

-EachAJCCorNetworkofAJCCs?

-WhoAretheColocatedPartners?

"DevelopInfrastructureBudgetforCenter/s

"DetermineBenefitReceivedbyPartnersfromCenter/sandDecideandApplyCostAllocationMethodology

"IdentifyCash,Noncash,Third-PartyIn-Kind

"ReconcileonaRegularBasis


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DevelopInfrastructureBudgetforCenter/s

FinalRule§678.700:Whataretheone-stopinfrastructurecosts?

“Infrastructurecostsofone-stopcentersarenonpersonnelcostsnecessaryforthegeneraloperationoftheone-stopcenter,including:

(1) Rentalofthefacilities;

(2) Utilitiesandmaintenance;

(3) Equipment(includingassessment-relatedproductsandassistivetechnologyforindividualswithdisabilities);and

(4) Technologytofacilitateaccesstotheone-stopcenter,includingtechnologyusedforthecenter’splanningandoutreachactivities.

…mayconsidercommonidentifiercosts…one-stopinfrastructure.”

“Eachentitythatcarriesoutaprogramoractivitiesinalocalone-stopcentermustuseaportionofthefundsavailablefortheprogram…paymentoftheinfrastructurecostsofone-stopcenters.”


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WSDD16-09:InfrastructureBudgetandLineItems

RentaloftheFacilities

Utilities/MaintenanceCosts

-Electric,Gas,Water,Sewer

-High-speedInternet

-Telephones(landline)

-FacilitymaintenancecontractsEquipmentCosts

-Assessment-relatedproducts

-Assistivetechnologyforindividualswithdisabilities*

-Copiers,Fax,Computers

-Othertangibleequipmentusedtoserveallcentercustomers

TechnologytoFacilitateAccesstotheAJCCCosts

-Technologyusedforcenter’splanning/outreachactivities

-Costofcreationandmainte-nanceofacenterwebsite(notspecifictoindividualpartner)

CommonIdentifierCosts(LocalOption)-Creatingnewsignage

-Updatingtemplates/materials

-Updatingelectronicresources

*“MustHaveAccessandAccommodationLineItem”


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DetermineBenefitReceivedbyPartnersforEachCenter/sandDecideandApplyCostAllocationMethodology

TheLocalBoardandpartnersmustselectacostallocationmethodologytoidentifytheproportionateshare

ofinfrastructurecostseachpartnerwillbeexpectedtocontribute.Anycostallocationmethodologyselectedmust:! Beconsistentwithpartnerfederallaws! ComplywithfederalcostprinciplesintheUniformGuidance! Includeonlycoststhatareallowable,reasonable,necessary,

andallocabletoeachprogrampartner! Bebasedontheproportionateuseandrelativebenefit

receivedbyeachpartner


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ExamplesofCostAllocationMethodology:ColocatedPartnersExamplesofcostallocationmethodsthatmaybeutilizedinclude,butarenotlimitedto,thefollowing:# Proportionofapartnerprogram’soccupancypercentage oftheAJCC(squarefootage)

Thismightdifferentiatebetweendedicatedspacetopartnersandcommonspace,wheremorethanoncecostcenterisestablishedsothedistributionreflectsafairandequitabledistributionofcost

# Proportionofpartnerprogram’sstaffamongallstaffatAJCC# Other:MethodologyandRationale

ThiscouldreflectthetrafficpatternsandusageoftheCenterbydistinctandcommoncustomersandmathematicallydistributecostinafairandequitablemeans.


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CaliforniaDepartmentofSocialServicesAllCountyInformationNotice1-93-16(12/27/16)“CostAllocationMethods…TheWIOAregulationsstatein20CFR,section678.420(b)(2)(i)thatAJCCpartnersarerequiredtoestablishcostsharingmethodologiesthatarebasedupon“areasonablecostallocationmethodologybywhichinfrastructurecostsarechargedtoeachpartnerbasedonproportionateuseandrelativebenefitreceived.”WithinthatframeworkissignificantflexibilityanddiscretionthattheCWDsmayapplyintheircostsharingdiscussionswiththelocalboardstodeveloptheWIOAPhaseIIMOUs.TheCWDsarenotrequiredtouseasingleorspecificsetofcriteriawhendeterminingproportionateuseandrelativebenefit.”


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CaliforniaDepartmentofSocialServicesAllCountyInformationNotice1-93-16(12/27/16)

“Additionally,20CFR,section678.700(page55903)providesclarifyinginformationforTANFprograms:“TheDepartments…wishtoclarifythattherearenumerousmethodsforallocatingcosts,ofwhichaproportionofcustomersisonlyone.”

“Proportionatebenefit”isnotdefinedintheWIOAandmaybeinterpretedbytheCWDsandlocalboards…ThelocalboardsandCWDshavesignificantflexibilityanddiscretiontodevelopcostmethodologiesandcometoagreementsthatadheretotheWIOAregulations.

Asstatedin20CFR,section678.735(page55913):“Thepartnersshouldbecontributinganamountproportionatetotheiruseoftheone-stopcenter.DeterminingthisunderthelocalmechanismiscompletelyleftuptothelocalpartnersandlocalboardtoworkoutintheMOU,aslongasitfollowsthefederalcostprinciples...”


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IdentifyCash,Non-Cash,Third-PartyIn-KindContributionsAJCCpartnersmayprovidecash,non-cash,andthird-partyin-kindcontributionstocovertheirproportionateshare:Ifnon-cashorin-kindcontributionsareusedtheycannotincludenon-infrastructurecosts(suchaspersonnel)andmustbevaluedconsistentwithUniformGuidance§200.306toensuretheyarefairlyevaluatedandmeetpartner’sproportionateshare(§678.720)“Caps”AreOnlyApplicabletotheStateFundingMechanism…NosetcapsontheamountorpercentofoverallfundinganAJCCpartnerisresponsibleforcontributingtofundinfrastructurecostsunderthelocalfundingmechanism,exceptthecontributionsfromadministrativecostsmaynotexceedtheamountavailableforadmin-istrativecostsunderauthorizingstatuteofthepartnerprogram.


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WSD16-09Definitions…

CashContributions-Cashfundsusedtocoverapartner’spropor-tionateshareoftheAJCC.Canbepaideitherdirectlyfromthepartnerorthroughaninteragencytransferonbehalfofthepartner

Non-CashContributions–ExpendituresmadebyonepartneronbehalfoftheAJCCorcontributionsofgoodsorservicescontributedbyapartnerforthecenter’suse.ContributionsmustbevaluedconsistentwithUniformGuidance

ThirdPartyIn-KindContributions–Contributionsbyanon-AJCCpartnertosupporttheAJCCingeneral,notaspecificpartner;orcontributionsbyanon-AJCCpartnertoanAJCCpartnertosupportitsproportionateshareoftheinfrastructurecosts.UnrestrictedcontributionsthatsupporttheAJCCingeneralwouldlowerthetotalamountofinfrastructurecostspriortoproportionatedivisionwhereasrestrictedcontributionscanbeusedbytheintendedpartner(s)tolowertheirshareoftheinfrastructurecosts


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ReconcileonaRegularBasisTheLocalBoardisresponsibleforensuringthatalloftheAJCCinfrastructurecostsarepaidaccordingtotheprovisionsoftheirsignedPhaseIIMOUs.AllAJCCpartnercontributions,regardlessofthetype,mustbereconciledonaregularbasis(e.g.,monthlyorquarterly),comparingexpensesincurredtorelativebenefitsreceived.Thereconciliationprocessisnecessaryinordertoensurethattheproportionateshareeachpartnerprogramiscontributingremainsconsistentwiththecostmethodology,uptodate,andincompliancewiththetermsoftheMOU.ThePhaseIIMOUmustalsoidentifywhowillberesponsibleforthisregularreconciliation.


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Questions Q: Whatifthereismorethanonelocalworkforceareaserved

bytheCountyWelfareDepartment?A: AnMOU(withanIFA)willneedtobeseparatelynegotiatedand

signedwitheachofthelocalworkforceareas.Q: IftheCWDhascontractedwithaserviceproviderthat iscolocatedwithintheAJCC,whopaysfortheshared

infrastructurecosts?A. TheCWDisthelocalentitythatnegotiatesandsignstheMOU,

notsubrecipientsorcontractedproviders.TheCWDcanuseadditionalfundstomeettheirinfrastructurecost-sharingobligationsand/ordirecttheircontractortousetheirfundstomeetthisobligation.


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Q: Whatifmandatedpartnersarebalkingatsharingwhat

appearstobehighlyexcessiveinfrastructurecosts?A. ColocatedpartnersmustfirstdevelopanAJCC infrastructurebudgetandthespecificnonpersonnel lineitemstobeincludedand,then,agreeuponan appropriatecostallocationmethodology. Allpartnersarehelpedwhentheinfrastructurecostsofthe AJCCarereasonableandappropriate.TheLocalWorkforce

DevelopmentBoardandpartnersshoulddiscusshow,wherepossible,toreducetheAJCCinfrastructurecosts

tobeshared.


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Q: Canacolocatedpartnervoluntarilypayformorethantheir

proportionateshareintotheAJCCInfrastructurebudget(throughutilizinganyoftheallowablemethods–cash,non-cash,andthirdpartyin-kind)?

A. No.Eachcolocatedpartnermustpaytheproportionate

sharebasedonitsuseandbenefitoftheAJCC. IntheJointFinalRule’spreamble,page55912,theDepartments

state“eachprogrammaycontributeonlyanamountthatdoesnotexceeditsproportionateshareinaccordancewiththeUniformGuidancesetforthinpart200andanagreed-uponcostallocationmethodologydevelopedbytheone-stoppartners”.


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Q: WhatisthemaximumcontributionofCalWORKsdollarstoWIOA/AJCC?

A: Therearenoprogrampartnercapsoninfrastructurecost

contributionsintheLocalFundingMechanism.The“ProgrammaticStatewideCaps”areonlyappliedintheeventthatalocalareaisunabletosuccessfullynegotiatealocalInfrastructureFundingAgreement.

AcolocatedAJCCpartnerisexpectedtoshareinthe

infrastructurecostsoftheAJCCthatis“proportionateto useandrelativebenefitreceived”baseduponan agreed-uponcostallocationmethodology.


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Q: WhatarethebenefitsofnottriggeringtheStateFundingMechanism(SFM)forInfrastructurecosts?

A: TherearemanybenefitstonegotiatingtheInfrastructure

FundingAgreementatthelocallevelandnottriggeringSFM: - AmajorgoalofWIOAistobuildastrong,localworkforce

systemwithcollaborativelocalpartnerships.TheSFMreduceslocalflexibilityandmayharmlocalrelationshipsthroughthestatetellingpartnerswhatthey“havetopay”.

- TheSFMisanexceptionallycomplexprocess.Itwillinvolvemultiple-statedepartmentsandmaytakemonthstoresolve.

- TheSFMfirsttakesintoaccountthelocalareasthat havereachedagreementbeforethe“statewidecaps”are

calculatedonpartnercontributions.UndertheSFM,somepartnersmayactuallyenduppayingmorethantheywouldhaveunderthelocalfundingmechanism.


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Q: Whatarepartnerinfrastructure“noncashcontributions”?A. “Fairlyevaluatedexpendituresoninfrastructuregoodsor

servicesmadebyapartneronbehalfof,orforuseby,thecenter.”

Q: Howdoyouvaluenoncashcontributions?A. Onewaytoensurethatnon-cashcontributionsarefairly

evaluatedisthatpartnersagreeonthesourcesorcompaniesthatwillbeusedtoassessorappraisethefairmarketorrentalvalueofnon-cashcontributions(2CFR200.306).


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Q:AreCountyCalWORKscaseloadsizesrelevanttotheMOU?A. No,notfortheInfrastructureFundingAgreement(IFA).The

IFAisnegotiatedbaseduponcolocationwithintheAJCCand,potentially,partnerprogramcustomersservedwithintheAJCC.

Q: CantheMOUsnegotiatethatacertainnumberofCalWORKs

familiesshallbeacceptedintoWIOAservices?A. No.Eachpartnerprogramhastheresponsibilityfor

implementingitsownprogramwithinitsownregulationsandrequirements.However,thepartnersworkingtogetherhavearesponsibilitytodevelopaone-stopdeliverysystemthatmeetscustomerneeds,ensuresserviceaccessandpermitsco-enrollmentofcustomers(whenappropriate).


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Q: HowcanCalWORKsfamiliesbenefit/accessWIOAserviceswhenthereisnoAJCC(neithercomprehensiveornetwork)withintheirjurisdiction?

A. WIOArequiresthattheMOUinclude,“methodstoensure

theneedsofworkersandyouth,andindividualswithbarrierstoemployment,includingindividualswithdisabilities,areaddressedintheprovisionofnecessary

andappropriateaccesstoservices.” ThisisarequiredMOUelementandlocalpartnersare expectedtodevelopstrategiestoensureallcustomers (includingCalWORKsfamilies)have“necessaryand appropriateaccesstoservices”.


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HaveFollow-UpQuestionsorWantTechnicalAssistance?

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