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Collaborate.Innovate.
Lead.careersourcepinellas.com
July 15, 2020 - 11:45 A.M.Virtual Zoom Meeting
*Join via Zoom – Meeting ID: 919 0856 9138Password: Career
*Dial In via Phone – Meeting ID: 919 0856 9138Phone: +1 312 626 6799
Board of DirectorsAgenda
I. Welcome and Introductions ............................................................... Barclay Harless, Chair
II. Public Comments
III. Roll Call
IV. Chair’s Report
V. CEO Report…………………………………………………………………….....Jennifer Brackney
VI. Action/Discussion Items1. Approval of minutes: June 3, 2020 BOD .................................................................. Page 3Audit Committee/Report ............................................................. Rebecca Sarlo (Steven Meier) 2. Audit of June 30, 2020 Financial Statements ........................................................... Page 93. Agreed Upon Procedures for Twelve-Month PE 06/30/2020 ................................. Page 164. Annual 401(k) Plan Audit ........................................................................................ Page 19Workforce Solutions Committee/Report ...................................... Mark Hunt (April Torregiante) 5. Training Provider Renewal Agreements ................................................................. Page 246. Eligible Training Provider List Administrative Policy ............................................... Page 267. Regional Targeted Occupations List ....................................................................... Page 44Other Action Items 8. RFP Selection: Virtual Workshops…………………………………………………….. Page 509. RFQ Selection: vCIO……………………………………………………………………. Page 5110. New Bank Accounts………………………………………………………………………Page 52
VII. Other Committee Reports
VIII. Board Counsel Update ................................................ Stephanie Marchman, Gray|Robinson
IX. Other Administrative Matters
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Collaborate.Innovate.
Lead.careersourcepinellas.com
X. Information Items1. DEO Daily Governor’s Report ................................................................................. Page 532. Financial Reports through April 30, 2020 ............................................................... Page 543. Insurance Update ................................................................................................... Page 654. Independent Accountant’s Report .......................................................................... Page 715. Training Provider Spending Report ........................................................................ Page 786. Work-based Learning Summary ............................................................................. Page 797. Monitoring Review Updates .................................................................................... Page 808. Annual Performance Evaluation ............................................................................. Page 85
XI. Open Discussion
XII. Adjournment
Compensation Committee – August 6, 2020 (11:00 am - 12:00 pm) Ad Hoc CEO/Counsel Review Committee - August 6, 2020 (TBD)
Workforce Solutions Committee – August 11, 2020 (2:30 pm - 3:00 pm)One-Stop Committee – August 20, 2020 (9:00 am - 10:00 am)Finance Committee – August 26, 2020 (10:00 am - 11:00 am)
Audit Committee – August 26, 2020 (11:00 am - 12:00 pm)Next Board of Directors Meeting – September 16, 2020 (11:45 am - 12:45 pm)
*All parties are advised that if you decide to appeal any decision made by the Board with respect to any matter considered at themeeting or hearing, you will need a record of the proceedings, and that, for such purpose, you may need to ensure that a verbatimrecord of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based.
*If you have a disability and need an accommodation in order to participate in this meeting, please contact Cindy Hockridge at727-608-2426 or [email protected] at least two business days in advance of the meeting.
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Action Item 1
Approval of Minutes
In accordance with Article VII, Section 1(H), of the approved WorkNetPinellas By-Laws: Minutes shall be kept of all Board and Committeemeetings. Minutes shall be reviewed and approved at the nextCareerSource Pinellas Board or Committee meeting as appropriate.
The official minutes of meetings of the Board and Committees of theBoard are public record and shall be open to inspection by the public.They shall be kept on file by the Board Secretary at the administrativeoffice of CareerSource Pinellas as the record of the official actions ofthe Board of Directors.
The draft minutes from the June 3, 2020 meeting of the Board ofDirectors have been prepared and are enclosed.
RECOMMENDATION Approval of the draft minutes, to include any amendments necessary.
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CareerSource PinellasBoard of Directors Minutes
Date: Wednesday, June 3, 2020 at 1:00 P.M.Location: *Virtual Zoom
Call to OrderCommittee Chair, Ms. Leavelle called the meeting to order at 1:00 p.m. and welcomed all participants. There was aquorum present with the following board members.
Board Members in attendanceVivian Amadeo, William Apple, Jody Armstrong (phone), Manny Bhuller, Candida Duff, David Fetkenher, JackGeller, Barclay Harless, Andrea Henning, John Howell, Mark Hunt, Michael Jalazo, Carolyn King, Samuel Kolapo,Karla Leavelle, Russell Leggette, Michael Logal, Michael Meidel, Debbie Passerini (phone), Amy Van Ness, ScottWagman, Kenneth Williams, Glenn Willocks.
Board Members AbsentJames England, Celeste Fernandez, Commissioner Patricia Gerard, Joanne Lentino, Kay McKenzie, Dr. RebeccaSarlo, Sheryl Sheppard, Zachary White.
Board CounselHeather Ramos
GuestsMichael Ramsey
Staff in attendanceJennifer Brackney, Don Shepherd, Steven Meier, Michelle Moeller, April Torregiante, Nancy Schultz, Mary JoSchmick, René Davisson, Cindy Hockridge.
Welcome & IntroductionsCommittee Chair, Ms. Leavelle welcomed all the participating members.
Action Item 1 – Approval of the Minutes – 5.20.20 Board of DirectorsThe minutes of the May 20, 2020 Board of Directors meeting were presented for approval.
Motion: Debbie PasseriniSecond: Mark Hunt
The minutes were approved as presented. This motion carried unanimously. There was no further discussion.
Action Item 2 – Florida DEO and Local Workforce Development Board-Grantee-SubGrantee Agreement
On April 13, 2020, Ken Lawson, Executive Director for Florida Department of Economic Opportunity (DEO) sent amemo to Local Workforce Board Chief Elected Officials and Executive Directors requesting the new GranteeSubgrantee Agreement be signed and executed by the Local Workforce Development Board, Chair and the ChiefElected Official no later than June 30, 2020, and comments be submitted no later than April 24th. This Agreementserves as a contract between the Local Workforce Development Boards (LWDBs) and DEO and outlines eachpartner’s roles and responsibilities. The updated Agreement incorporates new provisions governing the workforceprograms managed in the local areas and establishes the terms and conditions that LWDBs must agree to in orderto receive federal and state workforce funds from DEO.
The last Grantee Subgrantee Agreement was executed on September 11, 2012. As you can imagine, to attempt toreview and submit comments by April 24th was truly not feasible. Board Chair Karla Leavelle and CommissionerGerard agreed, and a letter was sent to Ken Lawson requesting an extension. Many of the other LWDBs also
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requested an extension. Based on these requests, an extension was granted by DEO, the signed and executedAgreement is now due on July 17th, and comments were due no later than May 8th.
Given the time constraints, the best strategy was a two-fold approach: 1) submit a letter to Ken Lawson requestingthat the current Agreement remain in place until a later date; and 2) review the document and prepare commentsfor consideration by May 8th.
CareerSource Pinellas (CSP) worked diligently with the Local Workforce Development Board, the Chief ElectedOfficial and Board Counsel to review the proposed agreement between the Florida Local Workforce DevelopmentBoards and the Florida Department of Economic Opportunity. A letter outlining CSP’s position regarding the timingfor a new funding agreement, CSP’s comments, questions and proposed revisions was submitted for review and consideration. The comments were submitted to DEO for review on May 7th. On May 13th, DEO extended the duedates for comments/questions and posted responses on their website.
On Tuesday, May 26th, DEO sent a final Agreement requesting CareerSource Pinellas LWDB to submit a signedcopy of the Agreement by the close of business on Friday, July 17, 2020. A copy of this Agreement was included inthe agenda packet for today’s meeting.
Upon approval by the Local Workforce Development Board, the Agreement will be submitted for approval by theBoard of County Commissioners at their June 23rd meeting.
Activity Original Date Revised Due Date– 4/20/2020
Revised Due Dates -5/13/2020
Draft agreement provided to the Chief Local Elected Official andLWDB Executive Directors
April 13, 2020 April 13, 2020 -
Comment and Question period open
Submit comments/questionsto: [email protected]
April 13, 2020 Beginning
April 13, 2020
-
Comment and Question period closed April 24, 2020 May 8, 2020 -
Comment and Question responses accessible to view under theDEO-LWDB Grantee-Subgrantee Agreement tab located at thefollowing link: (http://www.floridajobs.org/local-workforce-development-board-resources)
April 27, 2020
April 22, 2020 – May13, 2020
April 22, 2020 – May20, 2020
Final copy of agreement disseminated to LWDBs for signature April 27, 2020 May 13, 2020 May 25, 2020
Signed agreements due to DEO June 30, 2020 July 17, 2020 -
Recommendation:
Approval of the Grantee-SubGrantee Agreement between WorkNet Pinellas, Inc. dba CareerSource Pinellas(Subrecipient) and Florida Department of Economic Opportunity (DEO) for the period of July 1, 2020 through June30, 2021.
Discussion: Mr. Wagman asked what the consequence would be if the Board did not approve the Agreement.Chair Leavelle stated that based on her understanding, there could be a few consequences such as the Countycould dismiss the current Board and reconstitute a new Board or the County could decide to move CareerSourcePinellas into the County. Ms. Brackney added that DEO could also withhold funding without the Agreement. Mr.Wagman followed up by indicating that the Agreement seems to be full of landmines and traps and he is not sure itis workable, however as a practical matter the Board has to approve it. Chair Leavelle added that she is not sure itis the right Agreement, but it is the only option.
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Mr. Hunt mentioned there seemed to be concerns and discussion about the Agreement at the last board meetingasking if anyone reached out to DEO about those concerns. Chair Leavelle stated there were about 400 commentssent to DEO from the LWDBs. The 105 pages of responses were posted on the DEO website. Leavelle added thatshe requested a redline version from DEO about a week ago in order to quickly identify the changes. DEOresponded to her request indicating it may take a while. To date, she has not received it.
Ms. Ramos with Gray Robinson stated that if the Board did not sign the Agreement, the result would most likely bethat DEO would withhold funding. Ms. Ramos indicated that she submitted additional comments to DEO forclarification on behalf of CareerSource Pinellas. She has not heard back.
Mr. Hunt asked if there is any advantage to sending a response or concerns to DEO about the way this washandled or is there any value in sending DEO a split vote. Ms. Brackney indicated that at this point, it seems thatmost all the LWDBs are moving forward with the Agreement. Other than having the split vote on record, she did notsee that there would be a significant benefit. She also added that DEO provided an option to schedule a meetingwith them to discuss this Agreement. At this point, it seems that all of our questions have been answered otherthan a few minor clarification items. Ms. Brackney indicated that this agreement is very prescriptive. It seems itmay be a result of the technical assistance provided by the USDOL. Chair Leavelle added that she reviewed theVirginia Agreement because she had spent several years on their LWDB - the Virginia Agreement was much morecollaborative. All we can hope for is they will do their part and be accountable. Moving forward, Leavelle is veryconfident that this Board will act with integrity and accountability.
Motion: Debbie PasseriniSecond: David Fetkenher
The Board of Directors approved the Grantee-SubGrantee Agreement between WorkNet Pinellas, Inc. dba CareerSource Pinellas (Subrecipient) and Florida DEO for the period of July 1, 2020 through June 30, 2021. There was no further discussion. The motion carried unanimously.
Action Item 3 – Related Party Contract Cap Adjustment
Local Workforce Development Boards (LWDBs) are required to comply with all requirements of FL Statutes section445.007 prior to contracting with a board member, with an organization represented by its own board member, orwith any entity where a board member has any relationship with the contracting vendor. This section mandates thatall LWDBs, entering into a contract with an organization or individual represented on the Board, must meet thefollowing requirements:a) Approve the contract by a two-thirds (2/3rd ) vote of the Board, when a quorum has been established;b) Board members who could benefit financially from the transaction or who have any relationship with the
contracting vendor must disclose any such conflicts prior to the board vote on the contract;c) Board members who could benefit financially from the transaction or board members who have any
relationship with the contracting vendor must abstain from voting on the contracts; andd) Such contracts must be submitted to the FL Dept. of Economic Opportunity and CareerSource Florida for
review.
CareerSource Pinellas offers a number of programs to assist in training and maintaining a highly skilled workforce.These programs include:
On the Job Training program (OJT) assists companies find, interview and hire the right person for their jobvacancies. The OJT program then provides a unique opportunity for employers to train their new employee totheir standards and processes -skills learned are directly relevant to the work the employee will perform.Employers who hire new full time workers under OJT receive reimbursement of 50% of the candidate’s hourlywages or salary for up to 10-weeks of employment if the individual meets certain eligibility criteria.
Paid Work Experience (PWE) is a CareerSource Pinellas program that works with local employers to placeindividuals who are just entering the world of work or others who are re-entering the job market into a position attheir company. After placing them at the company, CareerSource Pinellas employs and pays them for 30 days.CareerSource Pinellas also covers all unemployment taxes and workers comp during this “trial” period.
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Employed Worker Training (EWT) program is designed to increase the current skills of employers’ existing staffwith training grants (each year for each company that submits a successful application). EWT is a great way foremployers to invest in the professional development of their employees and provide them the opportunity toacquire industry recognized certifications that can be instrumental in moving the business forward. The employerchooses the training program and instructor and CareerSource Pinellas helps with the cost of training. Thisprogram is designed to promote business retention, while contributing to the overall economic growth within thearea.
Grant Specific Training is defined as services not offered by CareerSource Pinellas that must beperformed by educational institutions as outlined in the proposal and award.
Leases with various institutions and organizations are necessary to cost effectively deliver serviceswithin the community.
Individual Training Accounts (ITA) are provided to program specific eligible individuals to assist infunding identified educational programs with the institution selected. CareerSource Pinellas identifiesand maintains a list of qualified training institutions to provide occupational training in skill areas ofsustained labor market demand or growth.
Contracts with various institutions and organizations are necessary to cost effectively deliver serviceswithin the community.
CareerSource Florida requires reporting and approval of a related party contract valued at $25,000 or moreinvolving a potential conflict of interest of board members or employees. CareerSource Pinellas is entering into acontract with Pinellas County Schools to provide summer work-based learning opportunities for youth. The totalcontract is estimated to be under $30,000 for the period of June 1, 2020 – August 30, 2020. Because the contractcovers two program years and to ensure compliance with the related party contract cap requirement, this request isto approve a cap of $30,000 for both PY’19 and PY’20.
PY’2019-2020Action Item
Company Board Member
OJT/PWE (not to exceed)
IWT (not to exceed)
Leases (not to exceed)
Grant Training (not to exceed)
ITA (not to exceed) Contracts
3a Pinellas County Schools
Mark Hunt
$30,000 $130K $300K
PY’2020-2021
Action Item
Company Board Member
OJT/PWE (not to exceed)
IWT (not to exceed)
Leases (not to exceed)
Grant Training
(not to exceed)
ITA (not to
exceed) Contracts
3b Pinellas County Schools
Mark Hunt $30,000 $130K $300K
Recommendation:Approval of a related party contract cap for Pinellas County Schools in the amount of $30,000 for both PY’19 and
PY’20 to be approved by a two-thirds (2/3rd) vote.Discussion: No further discussion.
Motion: Scott WagmanSecond: Debbie Passerini
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The Board of Directors approved the related party cap for Pinellas County Schools by a two-thirds vote in the amount of $30,000 for both PY’19 and PY’20. There was no further discussion. The motion carried unanimously.
Other Administrative Matters – No Administrative Matters
Information ItemsInformation Item 1 – Reemployment Assistance AgreementThe purpose of the Reemployment Assistance (RA) Administration Agent Agreement between the FloridaDepartment of Economic Opportunity and CareerSource Pinellas is to provide CareerSource Pinellas with accessto confidential information necessary to assist DEO with the administration of Florida’s RA Program, as directed byDEO and governed by Chapter 443, F.S., and 20 C.F.R. Part 603 (“RA Administration”). RA Administration consists of helping Claimants and Employers interface with the PEGA and CONNECT information technologysystems (“Access Systems”), and performing any other actions as may be directed by DEO in writing.
Under Florida Executive Order 20-93, call center vendors, non-DEO state employees, and LWDB staff areperforming tasks on DEO’s behalf related to the administration of Florida’s Reemployment Assistance/UC program.The nature of these tasks is permissible under the emergency staffing in response to the workload and increaseddemand resulting from the spread of COVID-19. The call center vendors and LWDB staff, in the context of thistemporary emergency flexibility for merit staffing, are considered third-part entities and may be permitted access toconfidential information. To protect this information, DEO must enter into an agreement with each of its agents orcontractors.
A copy of the signed Agreement was included in the agenda packet and submitted as requested by DEO beforeclose of business on Monday, June 1, 2020.
Discussion: Ms. Brackney shared some of the ways that CareerSource Pinellas has assisted with theReemployment Application process, including fielding 6,000 customer calls/emails; provided 11,000 COVID-relatedservices, mostly relating to RA questions, resetting PIN #s and navigating the Employ Florida system; distributedover 2,500 RA applications and collected over 1,000 applications, mailing them via Fed Ex; and entered 574 mail-inapplications into the CONNECT system. We managed this additional workload by redeploying 14 staff members.As we move forward, the concern is that individuals will be moving from the CONNECT system to the EmployFlorida system as soon as the Governor lifts the job search requirement waiver.
Chair Leavelle added that Ms. Brackney was one of the first CEOs that offered to help with the RA process.Leavelle asked if CareerSource Pinellas is receiving any of the $110 million that the Governor set aside to help withthis process. Ms. Brackney indicated that a request has been made to DEO for resources to support staffing.
Public Comments: None
Open Discussion: None
Adjournment: The meeting was adjourned 1:31 p.m.
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Action Item 2
Audit of June 30, 2020 Financial Statements
Enclosed is the Audit Engagement Letter with Powell & Jones, CPAs.
The Engagement Letter would serve as an agreement regarding the audit work to be done relating to the financial statements for the year ended June 30, 2020.
Powell & Jones, CPAs will audit the financial statements of WorkNet Pinellas, Inc., which comprise the statement of financial position as of June 30, 2020, the related statements of activities, functional expenses, and cash flows for the year then ended, and the related notes to the financial statements.
The fees for the audit and the preparation of the Form 990 will be $25,000 which will include travel and other out-of-pocket costs.
This will be the fifth and final year of the contract for audit services. Per DEO’s Auditand Audit Resolution Responsibilities, CareerSource Pinellas “must limit auditor retention to no more than five years.” For the audit of June 30, 2021 financial statements, CareerSource Pinellas would follow our standard procurement process to select a new qualified auditor.
RECOMMENDATION Approval to enter into an agreement with Powell & Jones, CPAs to conduct a financialstatement audit for the year ended June 30, 2020.
9999
June 3,2020
Mr. Barclay Harless, Board Chair WorkNet Pinellas, Inc 13805 58th Street, North Clearwater, FL 33760
Dear Chairman Harless:
We are pleased to confirm our understanding of the services we are to provide for WorkNet Pinellas, Inc. for the year ended June 30,2020.
We will audit the financial statements of WorkNet Pinellas, Inc, which comprise the statement of financial position as of June 30,2020, the related statements of activities, functional expenses, and cash flows for the year then ended, and the related notes to the financial statements (the financial statements). Also, the following supplementary information accompanying the financial statements will be subjected to the auditing procedures applied in our audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, in accordance with auditing standards generally accepted in the United States of America, and we will provide an opinion on it in relation to the financial statements as a whole, [in a separate written report accompanying our auditor’s report on the financial statements.
1) Schedule of expenditures of federal awards.
Audit Objectives
The objective of our audit is the expression of an opinion about whether your financial statements are fairly presented, in all material respects, in conformity with U.S. generally accepted accounting principles and to report on the fairness of the supplementary information referred to in the second paragraph when considered in relation to the financial statements as a whole. The objective also includes reporting on:
Internal control over financial reporting and compliance with provisions of laws, regulations, contracts, andaward agreements, noncompliance with which could have a material effect on the financial statements inaccordance with Government Auditing Standards.
Internal control over compliance related to major programs and an opinion (or disclaimer of opinion) oncompliance with federal statutes, regulations, and the terms and conditions of federal awards that couldhave a direct and material effect on each major program in accordance with the Single Audit ActAmendments of 1996 and Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform AdministrativeRequirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance).
The Government Auditing Standards report on internal control over financial reporting and on compliance and other matters will include a paragraph that states that (1) the purpose of the report is solely to describe the scope of testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance, and (2) the report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control andcompliance. The Uniform Guidance report on internal control over compliance will include a paragraph that states that the purpose of the report on internal control over compliance is solely to describe the scope of testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Both reports will state that the report is not suitable for any other purpose.
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Our audit will be conducted in accordance with auditing standards generally accepted in the United States ofAmerica; the standards for financial audits contained in Government Auditing Standards, issued by the ComptrollerGeneral of the United States; the Single Audit Act Amendments of 1996; and the provisions of the Uniform Guidance,and will include tests of accounting records, a determination of major programs in accordance with the UniformGuidance, and other procedures we consider necessary to enable us to express such an opinion. We will issuewritten reports upon completion of our Single Audit. Our reports will be addressed to the Board of Directors ofWorkNet Pinellas, Inc.. We cannot provide assurance that an unmodified opinion will be expressed. Circumstancesmay arise in which it is necessary for us to modify our opinion or add an emphasis-of-matter or other-matterparagraph. If our opinions are other than unmodified, we will discuss the reasons with you in advance. If, for anyreason, we are unable to complete the audit or are unable to form or have not formed an opinion, we may declineto express an opinion or issue reports, or we may withdraw from this engagement.
Audit Procedures—General
An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financialstatements; therefore, our audit will involve judgment about the number of transactions to be examined and theareas to be tested. An audit also includes evaluating the appropriateness of accounting policies used and thereasonableness of significant accounting estimates made by management, as well as evaluating the overallpresentation of the financial statements. We will plan and perform the audit to obtain reasonable assurance aboutwhether the financial statements are free of material misstatement, whether from (1) errors, (2) fraudulent financialreporting, (3) misappropriation of assets, or (4) violations of laws or governmental regulations that are attributableto the Organization or to acts by management or employees acting on behalf of the Organization. Because thedetermination of abuse is subjective, Government Auditing Standards do not expect auditors to provide reasonableassurance of detecting abuse.
Because of the inherent limitations of an audit, combined with the inherent limitations of internal control, andbecause we will not perform a detailed examination of all transactions, there is a risk that material misstatementsor noncompliance may exist and not be detected by us, even though the audit is properly planned and performedin accordance with U.S. generally accepted auditing standards and Government Auditing Standards. In addition,an audit is not designed to detect immaterial misstatements or violations of laws or governmental regulations thatdo not have a direct and material effect on the financial statements or on major programs. However, we will informthe appropriate level of management of any material errors, any fraudulent financial reporting, or misappropriationof assets that come to our attention. We will also inform the appropriate level of management of any violations oflaws or governmental regulations that come to our attention, unless clearly inconsequential, and of any materialabuse that comes to our attention. We will include such matters in the reports required for a Single Audit. Ourresponsibility as auditors is limited to the period covered by our audit and does not extend to any later periods forwhich we are not engaged as auditors.
Our procedures will include tests of documentary evidence supporting the transactions recorded in the accounts,tests of the physical existence of inventories, and direct confirmation of receivables and certain other assets andliabilities by correspondence with selected individuals, funding sources, creditors, and financial institutions. We willrequest written representations from the Organization’s attorneys as part of the engagement, and they may bill you for responding to this inquiry. At the conclusion of our audit, we will require certain written representations from youabout your responsibilities for the financial statements; schedule of expenditures of federal awards; federal awardprograms; compliance with laws, regulations, contracts, and grant agreements; and other responsibilities requiredby generally accepted auditing standards.
Audit Procedures—Internal Controls
Our audit will include obtaining an understanding of the Organization and its environment, including internal control,sufficient to assess the risks of material misstatement of the financial statements and to design the nature, timing,and extent of further audit procedures. Tests of controls may be performed to test the effectiveness of certaincontrols that we consider relevant to preventing and detecting errors and fraud that are material to the financialstatements and to preventing and detecting misstatements resulting from illegal acts and other noncompliancematters that have a direct and material effect on the financial statements. Our tests, if performed, will be less inscope than would be necessary to render an opinion on internal control and, accordingly, no opinion will beexpressed in our report on internal control issued pursuant to Government Auditing Standards.
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As required by the Uniform Guidance, we will perform tests of controls over compliance to evaluate the effectivenessof the design and operation of controls that we consider relevant to preventing or detecting material noncompliancewith compliance requirements applicable to each major federal award program. However, our tests will be less inscope than would be necessary to render an opinion on those controls and, accordingly, no opinion will beexpressed in our report on internal control issued pursuant to the Uniform Guidance.
An audit is not designed to provide assurance on internal control or to identify significant deficiencies or materialweaknesses. However, during the audit, we will communicate to management and those charged with governanceinternal control related matters that are required to be communicated under AICPA professional standards,Government Auditing Standards, and the Uniform Guidance.
Audit Procedures—Compliance
As part of obtaining reasonable assurance about whether the financial statements are free of material misstatement,we will perform tests of WorkNet Pinellas, Inc.’s compliance with provisions of applicable laws, regulations, contracts,and agreements, including grant agreements. However, the objective of those procedures will not be to provide anopinion on overall compliance, and we will not express such an opinion in our report on compliance issued pursuantto Government Auditing Standards.
The Uniform Guidance requires that we also plan and perform the audit to obtain reasonable assurance aboutwhether the auditee has complied with federal statutes, regulations, and the terms and conditions of federal awardsapplicable to major programs. Our procedures will consist of tests of transactions and other applicable proceduresdescribed in the OMB Compliance Supplement for the types of compliance requirements that could have a directand material effect on each of the Organization’s major programs. The purpose of these procedures will be to express an opinion on [Name of Nonprofit Organization] ’s compliance with requirements applicable to each of itsmajor programs in our report on compliance issued pursuant to the Uniform Guidance.
Other Services
We will prepare the Organization’s federal information return for the year ended June 30, 2020 based on informationprovided by you. We will also assist in preparing the financial statements, schedule of expenditures of federalawards, and related notes of the Organization in conformity with U.S. generally accepted accounting principles andthe Uniform Guidance based on information provided by you. These nonaudit services do not constitute an auditunder Government Auditing Standards and such services will not be conducted in accordance with GovernmentAuditing Standards.
We will perform the services in accordance with applicable professional standards, including the Statements onStandards for Tax Services issued by the American Institute of Certified Public Accountants. The other services arelimited to the financial statements, schedule of expenditures of federal awards, related notes, and tax servicespreviously defined. We, in our sole professional judgment, reserve the right to refuse to perform any procedure ortake any action that could be construed as assuming management responsibilities. We will advise managementwith regard to tax positions taken in the preparation of the tax return, but management must make all decisions withregard to those matters.
Management Responsibilities
Management is responsible for (1) designing, implementing, and maintaining effective internal controls, includinginternal controls over federal awards, and for evaluating and monitoring ongoing activities to help ensure thatappropriate goals and objectives are met; (2) following laws and regulations; (3) ensuring that there is reasonableassurance that government programs are administered in compliance with compliance requirements; and (4)ensuring that management and financial information is reliable and properly reported. Management is alsoresponsible for implementing systems designed to achieve compliance with applicable laws, regulations, contracts,and grant agreements. You are also responsible for the selection and application of accounting principles; for thepreparation and fair presentation of the financial statements, schedule of expenditures of federal awards, and allaccompanying information in conformity with U.S. generally accepted accounting principles; and for compliancewith applicable laws and regulations (including federal statutes) and the provisions of contracts and grantagreements (including award agreements). Your responsibilities also include identifying significant contractorrelationships in which the contractor has responsibility for program compliance and for the accuracy andcompleteness of that information.
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Management is also responsible for making all financial records and related information available to us, and for theaccuracy and completeness of that information. You are also responsible for providing us with (1) access to allinformation of which you are aware that is relevant to the preparation and fair presentation of the financialstatements, (2) access to personnel, accounts, books, records, supporting documentation, and other informationas needed to perform an audit under the Uniform Guidance, (3) additional information that we may request for thepurpose of the audit, and (4) unrestricted access to persons within the organization from whom we determine itnecessary to obtain audit evidence.
Your responsibilities include adjusting the financial statements to correct material misstatements and confirming tous in the management representation letter that the effects of any uncorrected misstatements aggregated by usduring the current engagement and pertaining to the latest period presented are immaterial, both individually andin the aggregate, to the financial statements as a whole.
You are responsible for the design and implementation of programs and controls to prevent and detect fraud, andfor informing us about all known or suspected fraud affecting the Organization involving (1) management, (2)employees who have significant roles in internal control, and (3) others where the fraud could have a material effecton the financial statements. Your responsibilities include informing us of your knowledge of any allegations of fraudor suspected fraud affecting the Organization received in communications from employees, former employees,grantors, regulators, or others. In addition, you are responsible for identifying and ensuring that the Organizationcomplies with applicable laws, regulations, contracts, agreements, and grants. Management is also responsible fortaking timely and appropriate steps to remedy fraud and noncompliance with provisions of laws, regulations,contracts, and grant agreements, or abuse that we report. Additionally, as required by the Uniform Guidance, it ismanagement’s responsibility to evaluate and monitor noncompliance with federal statutes, regulations, and the terms and conditions of federal awards; take prompt action when instances of noncompliance are identifiedincluding noncompliance identified in audit findings; promptly follow up and take corrective action on reported auditfindings; and prepare a summary schedule of prior audit findings and a separate corrective action plan. Thesummary schedule of prior audit findings should be available for our review on_______________.
You are responsible for identifying all federal awards received and understanding and complying with thecompliance requirements and for the preparation of the schedule of expenditures of federal awards (including notesand noncash assistance received) in conformity with the Uniform Guidance. You agree to include our report on theschedule of expenditures of federal awards in any document that contains and indicates that we have reported onthe schedule of expenditures of federal awards. You also agree to [include the audited financial statements withany presentation of the schedule of expenditures of federal awards that includes our report thereon OR make theaudited financial statements readily available to intended users of the schedule of expenditures of federal awardsno later than the date the schedule of expenditures of federal awards is issued with our report thereon]. Yourresponsibilities include acknowledging to us in the written representation letter that (1) you are responsible forpresentation of the schedule of expenditures of federal awards in accordance with the Uniform Guidance; (2) youbelieve the schedule of expenditures of federal awards, including its form and content, is stated fairly in accordancewith the Uniform Guidance; (3) the methods of measurement or presentation have not changed from those used inthe prior period (or, if they have changed, the reasons for such changes); and (4) you have disclosed to us anysignificant assumptions or interpretations underlying the measurement or presentation of the schedule ofexpenditures of federal awards.
You are also responsible for the preparation of the other supplementary information, which we have been engagedto report on, in conformity with U.S. generally accepted accounting principles. You agree to include our report onthe supplementary information in any document that contains, and indicates that we have reported on, thesupplementary information. You also agree to include the audited financial statements with any presentation of thesupplementary information that includes our report thereon. Your responsibilities include acknowledging to us in thewritten representation letter that (1) you are responsible for presentation of the supplementary information inaccordance with GAAP; (2) you believe the supplementary information, including its form and content, is fairlypresented in accordance with GAAP; (3) the methods of measurement or presentation have not changed from thoseused in the prior period (or, if they have changed, the reasons for such changes); and (4) you have disclosed to usany significant assumptions or interpretations underlying the measurement or presentation of the supplementaryinformation.
Management is responsible for establishing and maintaining a process for tracking the status of audit findings andrecommendations. Management is also responsible for identifying and providing report copies of previous financialaudits, attestation engagements, performance audits, or other studies related to the objectives discussed in the
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Audit Objectives section of this letter. This responsibility includes relaying to us corrective actions taken to addresssignificant findings and recommendations resulting from those audits, attestation engagements, performance audits,or studies. You are also responsible for providing management’s views on our current findings, conclusions, andrecommendations, as well as your planned corrective actions for the report, and for the timing and format forproviding that information.
You agree to assume all management responsibilities relating to the tax services, financial statements, schedule ofexpenditures of federal awards, and related notes, and any other nonaudit services we provide. You will be requiredto acknowledge in the management representation letter the tax services provided and our assistance withpreparation of the financial statements, the schedule of expenditures of federal awards, and related notes and thatyou have evaluated the adequacy of our services and have reviewed and approved the results of the services, thefinancial statements, the schedule of expenditures of federal awards, and related notes prior to their issuance andhave accepted responsibility for them. Further, you agree to oversee the nonaudit services by designating anindividual, preferably from senior management, with suitable skill, knowledge, or experience; evaluate the adequacyand results of those services; and accept responsibility for them.
Engagement Administration, Fees, and Other
We may from time to time and depending on the circumstances, use third-party service providers in serving youraccount. We may share confidential information about you with these service providers, but remain committed tomaintaining the confidentiality and security of your information. Accordingly, we maintain internal policies,procedures, and safeguards to protect the confidentiality of your personal information. In addition, we will secureconfidentiality agreements with all service providers to maintain the confidentiality of your information and we willtake reasonable precautions to determine that they have appropriate procedures in place to prevent theunauthorized release of your confidential information to others. In the event that we are unable to secure anappropriate confidentiality agreement, you will be asked to provide your consent prior to the sharing of yourconfidential information with the third-party service provider. Furthermore, we will remain responsible for the workprovided by any such third-party service providers.
We understand that your employees will prepare all cash, accounts receivable, and other confirmations we requestand will locate any documents selected by us for testing.
At the conclusion of the engagement, we will complete the appropriate sections of the Data Collection Form thatsummarizes our audit findings. It is management’s responsibility to electronically submit the reporting package(including financial statements, schedule of expenditures of federal awards, and if applicable, summary scheduleof prior audit findings, auditor’s reports, and corrective action plan, along with the Data Collection Form to the federalaudit clearinghouse. We will coordinate with you the electronic submission and certification. The Data CollectionForm and the reporting package must be submitted within the earlier of 30 calendar days after receipt of the auditor’sreports or nine months after the end of the audit period.
We will provide copies of our reports to the Organization; however, management is responsible for distribution ofthe reports and the financial statements. Unless restricted by law or regulation, or containing privileged andconfidential information, copies of our reports are to be made available for public inspection.
The audit documentation for this engagement is the property of Powell & Jones CPAs and constitutes confidentialinformation. However, subject to applicable laws and regulations, audit documentation and appropriate individualswill be made available upon request and in a timely manner to Department of Labor or its designee, a federal agencyproviding direct or indirect funding, or the U.S. Government Accountability Office for purposes of a quality review ofthe audit, to resolve audit findings, or to carry out oversight responsibilities. We will notify you of any such request.If requested, access to such audit documentation will be provided under the supervision of Powell & Jones CPAspersonnel. Furthermore, upon request, we may provide copies of selected audit documentation to theaforementioned parties. These parties may intend, or decide, to distribute the copies or information containedtherein to others, including other governmental agencies.
The audit documentation for this engagement will be retained for a minimum of five years after the report releasedate or for any additional period requested by the US Department of Labor or Florida Department of EconomicOpportunity. If we are aware that a federal awarding agency, pass-through entity, or auditee is contesting an auditfinding, we will contact the party contesting the audit finding for guidance prior to destroying the audit documentation.
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Richard C. Powell is the engagement partner and is responsible for supervising the engagement and signing thereports or authorizing another individual to sign them We expect to begin our audit on approximately September14, 2020 and to complete your information returns and issue our reports no later than November 30, 2020.
Our fees for the audit and the preparation of the information return will be $25,000 which will include travel andother out-of-pocket costs such as report production, word processing, postage, etc.. The fee is based on anticipatedcooperation from your personnel and the assumption that unexpected circumstances will not be encountered duringthe audit. If significant additional time is necessary, we will discuss it with you and arrive at a new fee estimatebefore we incur the additional costs. Our invoices for these fees will be rendered upon completion of theengagement and are payable on presentation.
We appreciate the opportunity to be of service to you and believe this letter accurately summarizes the significantterms of our engagement. If you have any questions, please let us know. If you agree with the terms of ourengagement as described in this letter, please sign the enclosed copy and return it to us.Very truly yours,
Powell & Jones CPAs
RESPONSE:
This letter correctly sets forth the understanding of WorkNet Pinellas, Inc.
Management signature:
Title:
Date:
Governance signature:
Title:
Date:
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Action Item 3
Agreed Upon Procedures (For Twelve-Month period ended June 30, 2020)
Enclosed is the engagement letter for the agreed-upon procedures for the six-month period ended December 31, 2019. It was presented at the July 16, 2019 Audit Committee meeting but it was agreed by the Committee to table approving the engagement until completion of the audit of the June 30, 2019 Financial Statements.
Management recommends that the time period under review be changed to the twelve month period ended June 30, 2020.
The total fee will not exceed $6,000 which is the fee included in current service contract with Powell & Jones, CPAs.
RECOMMENDATIONApproval of the proposed date change and execution of the agreed upon procedures
letter.
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fiiil Powell & Jones ~ Certified Public Accountants
Richard C. Powell, Jr., CPA
Marian Jones Powell, CPA
June 18, 2019
Ms. Jennifer Brackney Chief Executive Officer WorkNet Pinellas, Inc. 13805 581h Street N, Suite 2-140 Clearwater, FL 33760
Dear Ms. Brackney:
1359 S.W. Main Blvd.
Lake City, Florida 32025
386/755-4200
Fax: 386 I 719-5504
We are pleased to confirm our understanding of the terms of our engagement and the nature and limitations of the services we are to provide for WorkNet Pinellas, Inc.
We will apply the agreed-upon procedures listed in the attached schedule that were specified and agreed to by the Finance Committee on the accounting records and internal controls of WorkNet Pinellas, Inc. as of and for the six-month period ended December 31, 2019. Our engagement to apply agreed-upon procedures will be conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. The sufficiency of the procedures performed or to be performed is solely the responsibility of the Finance Committee and we will require an acknowledgment in writing of that responsibility. Consequently, we make no representation regarding the sufficiency of the procedures to be assigned by you either for the purpose for which the agreed-upon procedures report has been requested or for any other purpose.
Because the agreed-upon procedures to be performed do not constitute an examination or review, we will not express an opinion or conclusion on the sufficiency and effectiveness of the accounting records and internal control of the Organization. In addition, we have no obligation to perform any procedures beyond those listed e attached schedule.
We will issue a written report upon completion of our engagement that lists the procedures performed and our findings. Our report will be addressed to the Finance Committee. You understand that the report is intended solely for the information and use of the Finance Committee, and should not be used by anyone other than these specified parties. Our report will contain a paragraph indicating that had we performed additional procedures, other matters might come to our attention that would have been reported to you.
An agreed-upon procedure engagement is not designed to detect instances of fraud or noncompliance with laws or regulations; however, we will communicate to you any known and suspected fraud and noncompliance with laws or regulations affecting the Organization that come to our attention. Such disclosures, if any, may not necessarily include all matters that might have come to our attention had we performed additional procedures or an examination or review.
You are responsible for the accounting records and internal control and that it is in accordance with generally accepted accounting principles and principles of good internal control, and for selecting the criteria and procedures and determining that such criteria and procedures are appropriate for your purposes. You are also responsible for, and agree to provide us with, a written assertion about the accounting records and internal control. In addition, you are responsible for providing us with (1) access
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to all information of which you are aware that is relevant to the performance of the agreed-upon procedures on the subject matter, (2) additional information that we may request for the purpose of performing the agreed-upon procedures, and (3) unrestricted access to persons within the entity from whom we determine it necessary to obtain evidence relating to performing those procedures.
Richard C. Powell, CPA is the engagement partner and is responsible for supervising the engagement and signing the report or authorizing another individual to sign it.
We plan to begin our procedures on approximately March 15, 2020 and, unless unforeseeable problems are encountered, the engagement should be completed by May 15, 2020. At the conclusion of our engagement, we will require certain written representations in the form of a representation letter from management that, among other things, will confirm management's responsibility for the accounting records and internal control in accordance with generally accepted accounting principles and principles of good internal control.
Our fees for these services will be based upon actual hours worked at our standard billing rates for staff utilized plus travel expenses utilizing WorkNet Pinellas, Inc. travel policies. The total fee will not exceed $6,000 which is the fee Included in our current service contract with WorkNet Pinellas, Inc. for annual Agreed Upon Procedures services for 2019. Our fees will be billed at the conclusion of our work and delivery of our reports.
We appreciate the opportunity to assist you and believe this letter accurately summarizes the significant terms of our engagement. If you have any questions, please let us know. If you agree with the terms of our engagement as described in this letter, please sign the enclosed copy and return it to us. If the need for additional procedures arises, or the procedures need to be modified, our agreement with you will need to be revised. It is customary for us to enumerate these revisions in an addendum to this letter.
Very truly yours,
Powell & Jones, CPAs
RESPONSE:
This letter correctly sets forth the understanding of Work Net Pinellas, Inc.
By:------------
Title: ____________ _
Date: _____________ _
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Action Item 4
Annual 401(k) Plan Audit
WorkNet Pinellas, Inc. 401(k) Plan is required to have an annual audit by an Independent CPA firm.
Powell & Jones will audit the financial statements of WorkNet Pinellas, Inc. 401(k) Plan, which comprise the statement of net assets available for benefits as of December 31, 2019 and 2018 and the related statement of changes in net assets available for benefits for the years then ended and the related notes to the financial statements and report on the supplemental schedules of the Plan for the year ended December 31, 2019.
For the calendar year 2019, a limited scope audit as permitted by DOL regulations would be $6,000.
The annual audit is to be completed and filed along with the form 5500 by October 15, 2020.
RECOMMENDATIONApproval of a limited scope audit and execution of the engagement letter for the annual 401 (k) plan audit.
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June 2, 2020
Mr. Barclay Harless Chairman WorkNet Pinellas, Inc. 401(k) Plan 13805 58th Street, North Clearwater, Florida 33760
Dear Mr. Harless:
We are pleased to confirm our understanding of the services we are to provide for WorkNet Pinellas, Inc. 401(k) Plan (“the Plan”) for the year ended December 31, 2019 in connection with its annual reporting obligation under the Employee Retirement Income Security Act of 1974 (ERISA).
Except as described below, we will audit the financial statements of WorkNet Pinellas, Inc. 401(k) Plan, which comprise the statement of net assets available for benefits as of December 31, 2019 and 2018 and the related statement of changes in net assets available for benefits for the year then ended and the related notes to the financial statements (the financial statements) and report on the supplemental schedules of the Plan for the year ended December 31, 2019.
The following supplementary information accompanying the financial statements, as applicable, will be subjected to the auditing procedures applied in our audit of the financial statements and certain additional procedures.
1. Assets (Held at End of Year) and Assets (Acquired and Disposed of Within Year).
2. Loans or Fixed Income Obligations in Default or Classified as Uncollectible.
3. Leases in Default or Classified as Uncollectible.
4. Reportable Transactions.
5. Nonexempt Transactions.
6. Delinquent Participant Contributions.
These financial statements and supplemented schedules are required to be included in the Plan’s Form 5500 filing with the Employee Benefits Security Administration (ERISA) or the Department of Labor (DOL).
20202020
Audit Objective
Our audit will be conducted in accordance with auditing standards generally accepted in the United States of America except that, as permitted by 29 CFR 2520.103-8 of the DOL's Rules and Regulations for Reporting and Disclosure under ERISA and as instructed by you, we will not perform any auditing procedures with respect to asset information prepared and certified to by the Plan trustee, in accordance with 29 CFR 2520.103-5, other than comparing the information with the related information included in the financial statements and supplemental schedules. Under ERISA, the Plan administrator is generally responsible to the Plan participants for the financial information and the ability of the certifying entity to issue such ERISA certification. Because of the significance of the information that we will not audit, we will not express an opinion on the financial statements and supplemental schedules. We will issue a ·report upon completion of our audit of the Plan's financial statements. Our report will be addressed to the Board of Directors. We cannot provide assurance that a limited-scope disclaimer of opinion as permitted by Regulation 2520.103-8 of the DOL's Rules and Regulations for Reporting and Disclosure under ERISA will be expressed. Circumstances may arise in which it is necessary for us make further modifications to our report, such as adding an emphasis-of-matter or other-matter paragraph. The form and content of the information included in the financial statements and supplemental schedules, other than that derived from the information certified to by the trustee, will be audited by us in accordance with auditing standards generally accepted in the United States of America, and will be subjected to tests of your accounting records and other procedures we consider necessary to enable us to express an opinion as to whether they are presented in compliance with the DOL's Rules and Regulations for Reporting and Disclosure under ERISA. If for any reason we are unable to complete the engagement, we may decline to issue a report or withdraw from this engagement.
Audit Procedures
Our procedures will include tests of documentary evidence supporting the transactions recorded in the accounts and direct confirmation of investments, and certain other assets and liabilities by correspondence with financial institutions, and other third parties. We will also request written representations from your attorneys as part of the engagement, and they may bill you for responding to this inquiry. At the conclusion of our audit, we will require certain written representations from you about the financial statements and related matters.
An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; therefore, our audit will involve judgment about the number of transactions to be examined and the areas to be tested. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We will plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement , whether from (1) errors, (2) fraudulent financial reporting, (3} misappropriation of assets, or (4) violations of laws or governmental regulations, including prohibited transactions with parties in interest or other violations of ERISA rules and regulations, that are attributable to the Plan or to acts by management or employees acting on behalf of the Plan.
Because of the inherent limitations of an audit, combined with the inherent limitations of internal control, and because we will not perform a detailed examination of all transactions , there is a risk that material misstatements may exist and not be detected by us, even though the audit is properly planned and performed in accordance with U.S. generally accepted auditing standards. In addition, an audit is not designed to detect immaterial misstatements or violations of laws or governmental regulations that do not have a direct and material effect on the financial statements. However, we will inform the appropriate level of management of any material errors, fraudulent financial reporting, or misappropriation of assets that comes to our attention. We will also inform the appropriate level of management of any violations of laws or governmental regulations that come to our attention, unless clearly inconsequential and will include prohibited transactions in the supplemental schedule of nonexempt transactions as required by the instructions to Form 5500. Our
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responsibility as auditors is limited to the period covered by our audit and does not extend to any later periods for which we are not engaged as auditors.
Except as described in the “Audit Objective” section, our audit will include obtaining an understanding of the Plan and its environment, including internal control, sufficient to assess the risks of material misstatement of the financial statements and to design the nature, timing, and extent of further audit procedures. An audit is not designed to provide assurance or internal control or to identify deficiencies in internal control. Accordingly, we will express no such opinion. However, during the audit, we will communicate to you and those charged with governance and internal control related matters that are required to be communicated under professional standards.
In addition, we will perform certain procedures directed at considering the Plan's compliance with applicable Internal Revenue Service (IRS) requirements for tax exempt status and ERISA plan qualification requirements. However, you should understand that our audit is not specifically designed for and should not be relied upon to disclose matters affecting plan qualifications or compliance with the ERISA and IRS requirements. If during the audit we become aware of any instances of any such matters or ways in which management practices can be improved, we will communicate them to you.
Management Responsibilities
You are responsible for designing, implementing, and maintaining internal controls relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error, including monitoring ongoing activities; for the selection and application of accounting principles; for establishing an accounting and financial reporting process for determining appropriate value measurements; [for the acceptance of the actuarial methods and assumptions used by the actuary], and for the preparation and fair presentation of the financial statements in conformity with U.S. generally accepted accounting principles. You are also responsible for making all financial records and related information available to us and for the accuracy and completeness of that information. You are also responsible for providing us with (1) access to all information of which you are aware that is relevant to the preparation and fair presentation of the financial statements, (2) additional information that we may request for the purpose of the audit, and (3) unrestricted access to persons within the Plan from whom we determine it necessary to obtain audit evidence.
Your responsibilities include adjusting the financial statements to correct material misstatements and confirming to us in the written management representation letter that the effects of any uncorrected misstatements aggregated by us during the current engagement and pertaining to the latest period presented are immaterial, both individually and in the aggregate, to the financial statements taken as a whole.
You are responsible for the design and implementation of programs and controls to prevent and detect fraud, and for informing us about all known or suspected fraud affecting the Plan involving (1) Plan management, (2) employees who have significant roles in internal control, and (3) others where the fraud could have a material effect on the financial statements. Your responsibilities include informing us of your knowledge of any allegations of fraud or suspected fraud affecting the Plan received in communications from employees, former employees, regulators, or others. In addition, you are responsible for identifying and ensuring that the Plan complies with applicable laws and regulations. You are also responsible for the fair presentation of the supplemental schedules and the form and content of the financial statements and supplemental schedules in conformity with the DOL's Rules and Regulations for Reporting and Disclosure under ERISA. You agree to include our report on the supplementary information in any document that contains, and indicates that we have reported on, the supplementary information. You also agree to include the audited financial statements with any presentation of the supplementary information that includes our report thereon.
You agree to assume all management responsibilities for any nonattest services we provide; oversee the services by designating an individual, preferably from senior management, with suitable skill,
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knowledge, and/or experience; evaluate the adequacy and results of the services; and accept responsibility for them.
Engagement Administration, Fees, and Other
We understand that your personnel will prepare schedules, analyses, and all confirmations we request and will locate any invoices or other documents selected by us for testing.
The audit documentation for this engagement is the property of Powell & Jones, CPAs and constitutes confidential information. However, we may be requested to make certain audit documentation available to the U.S. Department of Labor pursuant to authority given to it by law. If requested, access to such audit documentation will be provided under the supervision of Powell & Jones, CPAs personnel. Furthermore, upon request we may provide copies of selected audit documentation to the U.S. Department of Labor. The U.S. Department of Labor may intend, or decide to distribute the copies of information contained therein to others, including other governmental agencies.
Richard C. Powell, CPA, is the engagement partner and is responsible for supervising the engagement and signing the report or authorizing another individual to sign it. We expect to begin our audit on approximately August 15, 2020 and to complete your Form 5500 and issue our report no later than October 31, 2020.
Our fees will be $6,000. If significant additional time is necessary, we will discuss it with you and arrive at a new fee estimate before we incur the additional costs. Our invoices for these fees will be rendered upon completion of the report, and are payable on presentation.
We appreciate the opportunity to be of service to the Plan and believe this letter accurately summarizes the significant terms of our engagement. If you have any questions, please let us know. If you agree with the terms of our engagement as described in this letter, please sign the enclosed copy and return it to us.
Very truly yours,
POWELL & JONES Certified Public Accountants
RESPONSE:
This letter correctly sets forth the understanding of WorkNet Pinellas, Inc. 401(k) Plan.
____________________________________________
Plan Administrator’s Signature and Title
Date: ______________________________________
Governance Signature: _________________________
Title:________________________________________
Date: _______________________________________
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Action Item 5
Approved Training Providers: Renewal Agreements
CareerSource Pinellas enters into individual training provider agreements with each approved training provider. These agreements have previously been administered annually with a two year renewal period contingent upon Workforce Solutions Committee and Board of Directors approval. This process requires a significant amount of staff time. Training providers are also required to provide annually:
Provide most recent Florida Education & Training Placement Information Program(FETPIP) Reports to include: enrollment, completion, retention, employment ratesof students.
Provide Training Provider Renewal Application. Provide Program Cost details (tuition, books, supplies and testing fees) and a copy
of current catalog and schedule or website link with required information. Provide a copy of a valid license from the Commission for Independent Education
(CIE). Provide current Liability Insurance with CareerSource Pinellas listed. Provide a copy of completed W-9 form. Remain in compliance with performance, financial and other mandated
requirements.
Staff periodically monitors training provider performance and presents this information to the Workforce Solutions Committee on a quarterly basis. Training providers that are determined to have performance issues or other issues, are brought to the committee and board throughout the year for review and potential removal.
RECOMMENDATIONApproval to enter into two year renewal agreements with approved training providers. Training providers listed have completed their initial one year term and are in continued eligibility status for review and two year renewal. Eligible training providers will be required to submit the information listed above on an annual basis and prior to execution of renewal agreements.
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Access Computer Training (Hillsborough) CIE #5237
AmSkills Manufacturing Training and Apprenticeships
BizTech Learning Centers, Inc. CIE #2678Building Industry Construction Service International (BICSI) (Hillsborough), CIE#5788
Center for Technology Training, (Hillsborough), CIE #3094
Computer Coach IT Training Solutions (Hillsborough) CIE #5831
Concorde Career Institute, (Hillsborough) CIE #333
Connecticut School of Broadcasting (CSB) (Hillsborough) CIE #2826
Florida School of Traditional Midwifery, (Alachua), CIE #1657Florida Technical College (formerly LaSalle Computer Learning Center,Hillsborough) CIE #2715
Galen College of Nursing, CIE #3150
Jersey College, (Hillsborough) CIE #3719
Learning Alliance Corp. (Hillsborough) CIE #5422
National Aviation Academy, CIE #1785
New Horizons Computer Learning Center, (Hillsborough), CIE #3178Pinellas County Schools, COE & SACS CASI (includes Community AdultEducation & Pinellas Technical College - PTC)
Rasmussen College (Pasco) CIE #3226
Roadmaster Drivers School, Inc., (Hillsborough), CIE #1757
RV Training Center, CIE #3440
Southern Technical Institute, Pinellas Park, CIE #3918
St. Petersburg College, SACS - COC
Tampa Area Electrical JATC, (Hillsborough),FAAC*
Tampa Truck Driving School, Inc. (Hillsborough), CIE #5380
Ultimate Medical Academy, (Hillsborough) Online Only CIE #4379
Ultimate Medical Academy, CIE #1606University of South Florida / Innovative Education, SACS
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Action Item 6WIOA Eligible Training Provider List Administrative Policy
The Workforce Innovation and Opportunity Act (WIOA) was implemented in 2014; section 134(d)(4)(D): Title I adult and dislocated worker training services must be acquired through the use of Individual Training Accounts, hereinafter referred to as“Individual Training Accounts” (ITA). ITAs can be used to access training from eligible Training Providers who have been approved by the Board of Directors. Those Training Providers that do not meet the criteria included in this policy can be utilized based on waiver approval by the CEO or his/her designee.
In order to provide guidelines for the initial and subsequent determination of training provider eligiblity; the federal and state requirements for training providers; the performance standards and reporting of data and removal provisions for training providers, CareerSource Pinellas (CSPIN) must maintain an updated Eligible Training Provider List (ETPL) policy, approved by the Board of Directors.
CSPIN has reviewed its current Procurement, Approval and Maintenance of Training Providers and Programs policy with the current CareerSource Florida Administrative Policy 90, WIOA Eligible Training Provider List. The adoption of the current CareerSource Florida policy as our local CareerSource Pinellas policy helps ensure alignment with rules and regulations outlined by United States Department of Labor (USDOL), Department of Economic Opportunity (DEO) and CareerSource Florida(CSF).
CSF Administrative Policies are business rules, requirements, processes and responsibilities that expand, explain or further specify federal or state legislation or policies development by the Florida Department of Economic Opportunity.
As CSF approves new Administrative and/or Strategic Policies, CareerSource Pinellas will review to determine necessary action for creation of new policy or policy revisions.
RECOMMENDATIONApproval to adopt the CareerSource Florida Administrative Policy 90, WIOA Eligible Training Provider List, for implementation immediately, replacing the current CSPIN Procurement, Approval and Maintenance of Training Providers and Programs policy.
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Administrative Policy
POLICY NUMBER 90
Title: WIOA Eligible Training Provider List
Program: Division of Workforce Services
Adopted: March 1, 2016
Effective: March 1, 2016
I. PURPOSE AND SCOPE
The purpose is to provide guidance to Local Workforce Development Boards (“Local Board(s)”),
as well as post-secondary training providers of training services programs funded under the
Workforce Innovation and Opportunity Act (WIOA), regarding the Eligible Training Provider
(“ETP”) requirements. The document provides guidelines for: the initial and subsequent
determination of eligibility of training providers; the federal and state requirements for training
providers; performance standards, the reporting of data and the removal provisions for training
providers.
II. BACKGROUND (if applicable, include revision history)
The Workforce Innovation and Opportunity Act, at Section 122, WIOA, requires the Governor,
through CareerSource Florida, to establish criteria, information requirements and procedures
regarding the eligibility of providers of training services to receive funds provided under section
133(b), WIOA, for the provision of training services in local areas in the State.
This policy describes the process for determining eligible training providers for WIOA Title I-B
adult and dislocated worker training participants and for publicly disseminating the list of these
providers with relevant information about their programs. The workforce development system
established under WIOA emphasizes informed consumer choices, job-driven training, provider
performance, and continuous improvement. The quality and selection of providers and training
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services programs is vital to achieving these core principles. The State and Local Boards’ Eligible
Training Provider Lists (“ETPL”) and the related eligibility procedures ensure the accountability,
quality and labor-market relevance of training services programs that receive funds through WIOA
title I-B. The State and Local Boards’ ETPLs are also a means for ensuring informed customer
choice for individuals eligible for training. In administering the eligible training provider process,
the State and Local Boards must work to ensure that qualified providers, offering a wide variety
of job-driven training programs, are available. The State and Local Boards’ ETPLs are made
publicly available online through Web sites and searchable databases as well as any other means
the State and Local Boards use to disseminate information to customers. The ETPLs, easily
available in an electronic format, are accompanied by relevant performance and cost information
and are presented in a way that is easily understood, in order to maximize informed customer
choice and serve all significant populations groups.
III. AUTHORITY
Workforce Innovation and Opportunity Act (WIOA), Sections 122, 133
WIOA Regulations, 20 CFR 680.400 et seq., Subpart D – Eligible Training Providers
Florida Statutes, Chapter 445 – Workforce Innovation FS Chapter 1005
Florida Statutes, Chapter 1008 – Florida Education and Training Placement Information Program
Nonpublic Postsecondary Education FAC6E – Commission for Independent Education FS Chapter
1008
NOTE: Consistent with TEGL 41-14, this Administrative Policy requires all Local Boards to revise
their policies for the selection and retention of Eligible Training Providers and Programs to be
consistent with WIOA and this Policy no later than June 30, 2016.
IV. POLICIES AND PROCEDURES
A. TRAINING PROVIDERS AND PROGRAMS SUBJECT TO ETP REQUIREMENTS
Eligible providers of training services programs (“ETP”) are entities that are eligible to receive
WIOA title I-B funds for adult and dislocated worker participants who enroll in training services
programs through “Individual Training Accounts” (“ITA”). ITAs may also be used for WIOA Title I
Youth funds to provide training to older, out-of-school youth, ages 18 to 24. To be eligible to
receive training funds under Section 133(b), WIOA, the ETP shall be:
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1. Higher Education
An institution of higher education that provides a program that leads to a recognized
postsecondary credential, or;
2. Apprenticeship programs
An entity that carries out programs registered under the Act of August 16, 1937 (commonly known
as National Apprenticeship Act (NAA) (50 Stat. 664, chapter 663; 29 U.S.C. 50 et seq.), or;
3. Other public/private providers
Other public or private providers of training services programs, which may include joint labor-
management organizations, pre-apprenticeship programs and occupational/technical training,
or;
4. Adult education and literacy activities
Providers of adult education and literacy activities under title II if such activities are provided in
combination with occupational skills training.
5. Targeted Occupation List (TOL) Compliance
With the exception of V(B)(2) training providers, all other training providers’ programs shall be for
training for occupations on the applicable Local Board TOL, current at the time of training, to be
eligible to receive training funds under Section 133(b), WIOA.
Note: A public or private school district that maintains AdvancED/SACS accreditation and
provides occupational skills training in combination with a high school diploma may be an
eligible training provider.
B. ELIGIBILITY UNDER WIOA
Of those eligible training providers limited in section V(A)(1-4), training providers fall into three
categories: those already eligible; those that are exempt, and; non-exempt providers not
previously eligible under WIA.
1. Training Providers Already Eligible Before The Transition Period:
Training providers eligible to provide training services programs under chapter 5 of subtitle B of
title I of the Workforce Investment Act of 1998 (WIA) before the effective starting date of this
Policy may continue to provide services up to and during the transition period, but are required
to apply for “Continued Eligibility” and be approved before the end of the transition period (June
30, 2016). (See Sections V(E&L)). (Caveat: Those institutions, such as state universities and state
colleges, which were “exempt” under WIA are no longer exempt under WIOA except as defined
below.) The eligibility of the providers will be determined under the application procedure for
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“Continued Eligibility” established by CSF—on behalf of the Governor—as described below in
section V(E).
2. Exempt Eligible Training Providers:
Entities that carry out apprenticeship programs registered under the National Apprenticeship Act
(NAA) (50 Stat. 664, chapter 663; 29 U.S.C. 50 et seq.) are exempt from “Initial” and “Continued
Eligibility” application procedures under V(C) and V(E). Registered apprenticeship programs are
to be included and maintained on the Eligible Training Providers List (ETPL) as long as the
corresponding program remains registered and will remain on the ETPL until it is deregistered or
until the registered apprenticeship program notifies DEO in writing that it no longer wants to be
included on the ETPL. Exempt eligible training providers shall not be subject to section V(J).
3. Non-exempt Providers Not Previously Eligible Under WIA.:
Entities that do not fall under the above two categories must apply through the “Initial Eligibility”
application procedure (see below) for listing on the ETPL through the appropriate Local Board(s).
Note: when a postsecondary educational institution or an entity providing apprenticeships offers
training services programs that do not meet the requirements under the criteria listed above (as
examples; not degree or certificate-based, or not a registered apprenticeship), they must also
apply through the “Initial Eligibility” application procedure in section V(C)(3).
C. INFORMATION REQUIREMENTS TO ESTABLISH “INITIAL ELIGIBILITY”
1. Initial Eligibility Pursuant To WIA
Providers of training services programs who are not currently eligible may seek eligibility pursuant
to the Workforce Investment Act of 1998 (“WIA”) eligibility requirements (as set forth in the Local
Plans of the Local Boards to which the provider is applying) before the effective starting date of
this Policy.
2. Initial Eligibility Pursuant To WIOA Starting January 1, 2016
Providers of training services programs who are not eligible on the effective starting date of this
Policy shall seek eligibility pursuant to the Workforce Innovation and Opportunity Act (“WIOA”)
“Initial Eligibility” requirements (as well as the criteria of the Local Boards to which the provider
is applying). Providers of training services programs seeking “Initial Eligibility” receive “Initial
Eligibility” for only one (1) full year, after which they may seek “Continued Eligibility”. The
provider shall supply verifiable program-specific performance information pursuant to criteria
established by the Local Board for the Local Area in which the provider applies to provide training
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services programs. Such information shall support the provider’s ability to serve participants
under section 122, WIOA. Such information shall include as a minimum, but is not limited to:
a. Verification the provider is licensed, certified, or otherwise authorized under Florida
law to provide training services programs. (This applies to in-state and out-of-state providers.)
b. A detailed description of each training services program the applicant intends to
provide.
c. Information on the cost of attendance, including, but not limited to, tuition and fees.
d. Whether the training program leads to an industry-recognized credential, including
recognized postsecondary credential, identifying that credential.
e. Whether the credential can be stacked with other credentials as part of a sequence to
move an individual along a career pathway or up a career ladder.
f. Whether the provider has developed the training in partnership or collaboration with a
business or industry (identifying the business or industry).
g. Identify the in-demand industry sectors and occupations which best fit with the training
program.
h. A description of the prerequisites or skills and knowledge required prior to the
commencement of training.
i. Verification the training program is for an occupation on the Local Area TOL.
3. Application:
a. Except for V(B)(2) training providers (registered apprenticeships), all applications for
WIOA “Initial Eligibility” must be submitted to each of the Local Boards for which the training
provider wants to provide training services. The training provider must specifically identify the
program(s) it intends to provide for each Local Area. The training provider shall provide the
information described in subparagraph V(C)(2)(a through i) above to the Local Board in a manner
that will permit the Local Board to make a decision on inclusion of the training provider on the
Local ETPL.
b. A provider that receives “Initial Eligibility” under this paragraph for any program shall
be subject to all the requirements for that program even after such “Initial Eligibility” expires.
c. Registered apprenticeship programs are not subject to the “Initial Eligibility” criteria or
application requirements. While registered apprenticeships are automatically eligible, not all
registered apprenticeship programs may want to be included on the list. Registered
apprenticeship programs shall automatically be included on the State ETPL until such time as the
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program: 1) loses its registration; or 2) notifies DEO in writing that it wants to be removed from
the ETPL.
4. Future Online Applications
It is DEO and CSF’s intent to create a single online resource for training providers to submit their
applications to one or more Local Boards. When the online system is created, this Policy shall be
amended accordingly. Until then, each Local Board shall establish its own local application
procedures for Initial Eligibility and Continued Eligibility training providers (similar to how training
providers’ applications were processed under WIA.)
D. ADDITIONAL ELIGIBILITY INFORMATION AND CRITERIA FOR LOCAL AREAS
1. Additional Eligibility Information And Criteria
Pursuant to section 122(b)(3), WIOA, a Local Board, through local policy, may establish additional
criteria and required information for program eligibility within its Local Area. This may include
setting required levels of performance as criteria for training providers (and their programs) to
become or remain eligible to provide training services programs in that Local Board’s particular
Local Area. Training providers are advised that the same program(s) approved for some Local
Areas may be denied for other Local Areas based on local criteria and/or need. Only the training
providers and training provider programs approved by the Local Boards will be listed as part of
the ETPL.
2. Local Board ETPL Policy and Procedures
Local Boards must establish a local ETPL Policy and Procedures for the approval of providers and
programs that includes (but is not limited to):
a. The method for public notification of the local approval process for the approval of
eligible training providers, and’
b. Any local criteria which is in addition to the WIOA-required criteria for Initial Eligibility
and Continuing Eligibility training providers, and;
c. The process for adding and deleting training providers and training provider programs
to or from the local ETPL, and;
d. The process for posting local policies pertaining to the approval or disapproval of
training providers and training provider programs on the local websites, and;
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e. The process for listing of approved training providers and training provider programs,
the listing of the local ETPL and the listing of the State ETPL on the One-Stop website, and;
f. The process for the Local Board listing, solely at the Local Board’s discretion, on its local
ETPL, training providers and training provider programs approved elsewhere in Florida when the
training provider has not applied in that Local Area provided they meet the Local Board’s needs
and criteria.
E. INFORMATION REQUIREMENTS TO ESTABLISH “CONTINUED ELIGIBILITY”
1. Two-Year Renewals
After a training provider has: 1. completed the “Initial Eligibility” period of at least one (1) full
year, or; 2. successfully applied under the initial implementation of this Policy as a training
provider eligible under V(B)(1), all eligible training providers must submit applications for
“Continued Eligibility” every two years to maintain their eligibility. Applications for “Continued
Eligibility” must be submitted three (3) months before eligibility expires (except for the initial
implementation of this Policy). Once on the ETPL, the “Continued Eligibility” application is
required. Removal from the ETPL for a period of time does not return the training program to an
“Initial Eligibility” status unless, pursuant to section V(I) (“Enforcement”), the training provider’s
“Continued Eligibility” status was removed.
2. Information
Each “Continued Eligibility” applicant shall supply the following information:
a. Verification the provider is licensed, certified, or otherwise authorized under Florida
law (if applicable) to provide training services programs. This applies to in-state and out-of-state
providers. If an out-of-state provider, Attachment 2 also applies. A section V(B)(1) training
provider is exempt from providing verification unless its license, certification or authorization
status has changed since its last application.
b. The total number of persons enrolled in the program.
c. The total number of participants enrolled in the program.
d. The total number of persons completing in the program.
e. The total number of participants completing the program.
f. The total number of persons awarded a Recognized Postsecondary Credential (or other
credential, if applicable),
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g. The total number of participants awarded a Recognized Postsecondary Credential (or
other credential, if applicable.)
h. The total number of persons employed after completing in the program.
i. The total number of participants employed after completing the program.
j. Information on cost of attendance, including costs of tuition and fees, for participants
completing the program.
k. Information on Recognized Postsecondary Credentials (or other credential, if
applicable) received by such participants.
l. Whether the credential can be stacked with other credentials as part of a sequence to
move an individual along a career pathway or up a career ladder.
m. Description of how the provider will ensure access to training services programs
throughout the State, including in rural areas, and through the use of technology (if applicable).
n. Description of how the training services programs serve individuals who are employed
and individuals with barriers to employment.
o. Information reported to State agencies with respect to Federal and State training
services programs (other than the program carried out under this subtitle), including one-stop
partner programs.
p. Such other factors as a Local Board determines are appropriate to ensure:
i) the accountability of the providers;
ii) that the one-stop centers in the State will ensure that such providers meet the needs
of local employers and participants;
iii) the informed choice of participants among training services providers; and
iv) see section V(D) above
3. Florida Education And Training Placement Information Program (“FETPIP”) Information
Those training providers who have reported any of the above information to FETPIP may utilize
FETPIP information in their applications.
4. Application
a. Except for V(B)(2) training providers (registered apprenticeships), all applications for
WIOA “Continued Eligibility” must be submitted to each of the Local Boards for which the training
provider wants to provide training services. The training provider must specifically identify the
program(s) it intends to provide for each Local Area. The training provider shall provide the
information described in subparagraph V(E)(2)(a through p) above to the Local Board in a manner
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that will permit the Local Board to make a decision on inclusion of the training provider on the
Local ETPL. A provider that receives “Continued Eligibility” under this paragraph for any program
shall be subject to all the requirements for that program even after such “Continued Eligibility”
expires.
b. Registered apprenticeship programs who chose to remain on the ETPL are not subject
to the “Continued Eligibility” application process.
F. MINIMUM PERFORMANCE TARGETS
During program year 2016, while the ETPL Policy will not impose state-wide minimum
performance targets as eligibility criteria for training programs to remain on either the State or
Local ETPL, a Local Board, at its discretion, may continue (or commence) to apply Local Area
performance standards (or “targets’) as part of its local ETP criteria. Performance information for
each program will be posted on the ETPL to help consumers make an informed decision. Once
the transition from WIA to WIOA is complete, this Policy may be revised to establish minimum
performance targets, by the State for statewide application or by Local Boards for Local Area
application, in order for training providers and their programs to remain on the State or Local
Area ETPL.
G. EXCEPTIONS TO THE ETPL POLICY REQUIREMENTS
There are exceptions to the required use of the ETPL for ITA funded training. In situations covered
by these exceptions, a contract for services may be used to provide for training instead of the
ETPL.
1. Work-Based Training On-the-job (“OJT”) training, customized training, incumbent worker
training, internships, paid or unpaid work experience and transitional employment are not
included in the ETPL and therefore are not subject to the eligibility requirements. Local Boards
are required to identify their criteria for selecting such contractors in local policy in their Local
Plans and any performance information required by the State will be specified in the specific
policies for those types of training.
2. Insufficient Number of Providers
Where a Local Board determines there are an insufficient number of eligible providers in the Local
Area to accomplish the purpose of an ITA, the Local Board may use providers not on the ETPL only
if the Local Board uses a process for training provider selection previously approved in its Local
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Plan. The Local Plan must describe how this determination is to be made and the process for
contracting training service providers.
H. ELIGIBLE TRAINING PROVIDER LIST AND INFORMATION TO ASSIST PARTICIPANTS IN
CHOOSING PROVIDERS
1. Eligible Training Provider List
DEO shall annually prepare on or before January 31 of each year a Florida statewide Eligible
Training Provider List from the information received from the Local Boards’ selection of ETPs. The
ETPL may be updated during the year at DEO’s discretion. In order to facilitate and assist
participants in choosing employment and training activities and in choosing providers of training
services programs, the Local Board shall ensure there is an appropriate number of ETPs offering
program(s) in the Local Area. Each participant shall be given access to “accompanying
information” identifying the recognized postsecondary credential offered by the provider and
other appropriate accompanying information as described in section V(H)(2). The ETPL shall be
provided to all the Local Boards in the State, and made available to such participants and to
members of the public through the one-stop delivery system in the State.
2. Accompanying Information.
The accompanying information shall include, but is not limited to:
a.) with respect to eligible training providers described in subparagraphs V(E)(1),
[“Continued Eligibility”], information listed in section V(E)(2)(a-l) and Attachment 1 supplied by
such providers, disaggregated by local areas served;
b.) with respect to training providers described in subsection V(C)(2), [“Initial Eligibility”],
information listed in section V(C)(2)(a-i) supplied by such providers, disaggregated by local areas
served.
c.) such other information as the Local Board determines to be appropriate.
3. Availability And Limitation.
The ETPL and the accompanying information shall be made available to such participants and to
members of the public through the one-stop delivery system in the State. In carrying out the
requirements of this subsection, no personally identifiable information regarding a student,
including a Social Security number, student identification number, or other identifier, may be
disclosed without the prior written consent of the parent or student in compliance with section
444 of the General Education Provisions Act (20 U.S.C. 1232g).
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4. Public Opportunity To Comment
In establishing criteria, information requirements, procedures, and the list of eligible providers,
both the State for the state policy/statewide ETP list and the Local Boards for the Local Area
policy/Local Area ETP list shall provide an opportunity for interested members of the public to
make recommendations and submit comments regarding such criteria, information
requirements, procedures, and list.
I. ENFORCEMENT
1. Supplying Inaccurate Information
Upon a determination that a provider of training services programs, or an individual providing
information on behalf of the provider, violated this Policy or WIOA (or title I of the Workforce
Investment Act of 1998, as in effect on the day before such date of enactment of WIOA) by
supplying inaccurate information, the eligibility of such provider to receive funds under chapter 3
shall be terminated for a period of time that is not less than 2 years and the provider’s program
shall be removed from the ETPL for the same length of time. The provider may be excused if the
supplying of inaccurate information was unintentional but the burden of proof of that defense is
upon the provider.
2. Substantial Violation
Upon a determination that a provider of training services programs substantially violated a
requirement or requirements under this Policy or under WIOA (or title I of the Workforce
Investment Act of 1998, as in effect on the day before such date of enactment of WIOA), the
eligibility of such provider to receive funds under chapter 3 (as stated in section 122(f)(1)(B),
WIOA) for the program involved shall be terminated for a period of not less than 2 years and the
provider’s program shall be removed from the ETPL for the same length of time. “Substantial
Violation” may be construed to be one or more egregious violations in a short period of time or
numerous minor violations over a longer period of time.
3. Removal
A training provider or its programs may be removed for failing to comply with this Policy, WIOA,
State of Florida and/or Local Area requirements, or when the training program is no longer
needed or desired, or for cause. “For cause” shall include, but not be limited to, engaging in fraud
or other criminal acts, incapacity, unfitness, neglect, incompetence, irresponsibility, misfeasance,
malfeasance, nonfeasance or lack of performance.
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4. Unlawful Remuneration
An ETP’s offer of unlawful remuneration to attract participants shall result in the eligibility of such
provider to receive funds under chapter 3 (as stated in section 122(f)(1)(B), WIOA) for the program
involved to be terminated for a period of not less than 2 years and the provider’s program shall
be removed from the ETPL for the same length of time.
5. Repayment
A provider of training services programs whose eligibility is terminated under paragraph (1), (2)
or (3) shall be liable for the repayment of funds received under chapter 5 of subtitle B of title I of
the Workforce Investment Act of 1998, as in effect on the day before such date of enactment, or
“chapter 3 of this subtitle” (as stated in section 122(f)(1)(C), WIOA) during a period of violation
described in such subparagraph.
5. “Continued Eligibility” Status May Be Removed
A “Continued Eligibility” provider of training services programs whose eligibility is terminated
under paragraph (1), (2) (3) or (4) may, at DEO’s discretion, lose its status as a “Continued
Eligibility” training provider (see section V(E)(1)) and may be required to reapply as an “Initial
Eligibility” training provider before being allowed to provide services.
6. Construction
The above subsections V(I)(1-5) shall be construed to provide remedies and penalties that
supplement, but shall not supplant, civil and criminal remedies and penalties specified in other
provisions of law.
J. COLLECTION AND DISSEMINATION OF INFORMATION
1. ETP Reports To FETPIP and EFM
ETPs must report participants’ data for each approved program to the Florida Education &
Training Placement Information Program (FETPIP) pursuant to section 445.004(9)(e) and the
Employ Florida Marketplace (EFM) once accommodations have been completed for reporting.
Florida law requires that educational and workforce training providers report student/participant
performance data for each of their training programs to FETPIP. Florida school districts,
community colleges, state colleges and state universities report their data directly to FETPIP.
Other institutions that wish to be approved as a WIOA ETP must become licensed with the
Commission for Independent Education (CIE), when applicable, which coordinates the gathering
and analysis of student performance data with FETPIP. Institutions providing secondary training,
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education or skills that wish to be approved as a WIOA ETP must maintain regional
AdvancED/SACS accreditation as a secondary public or private school district.
K. APPEALS
For an appeal from any decision made by a Local Board, the appellant shall follow the appeals
procedure established in its Local Plan by the Local Board making the decision. For an appeal
from any decision made at the State level, the appellant shall follow the appeals procedure
established by DEO.
L. TRANSITION PERIOD FOR IMPLEMENTATION
CareerSource Florida, DEO and the Local Boards shall implement the requirements of this Policy
in a timely manner after the date of enactment of WIOA on July 22, 2014. Pursuant to TEGL 41-
14, Change 1, providers eligible on July 22, 2014 to provide training services programs under
chapter 5 of subtitle B of title I of the Workforce Investment Act of 1998, (WIA) may continue to
be eligible to provide such services until June 30, 2016. Providers seeking eligibility after July 22,
2014 up to the effective starting date of this Policy shall continue to use the application and
approval process used under WIA. Pursuant to TEGL 41-14, Change 1, there shall be a transition
period starting on the effective starting date of this Policy and ending June 30, 2016 in which all
Section V(E) training providers (“Continued Eligibility” training providers) shall submit and have
their applications approved under this Policy. “Continued Eligibility” training providers whose
applications has not been approved by close of business June 30, 2016 must cease providing
training services until such time as their applications are approved under this Policy. Those
training providers seeking “Initial Eligibility” are not affected by this transition period and may
apply for “Initial Eligibility” at any time starting on the effective starting date of this Policy.
V. DEFINITIONS
A. CareerSource Florida (“CSF”): CareerSource Florida is the principal workforce policy
organization for the State of Florida. When mentioned in this policy, it is understood that CSF is
acting on behalf of the Governor as provided in Section 101(d), WIOA.
B. Credential: a formalized recognition (such as a certificate or certification) of an individual’s
attainment of measurable technical or occupational skills necessary to obtain employment or
advance within an occupation., the technical or occupational skills being generally based on
standards developed and/or endorsed by employers. A credential can be stacked with other
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credentials as part of a sequence to move an individual along a career pathway or up a career
ladder. (A “work readiness” certificate is not included in this definition because it does not
document “measurable technical or occupational skills necessary to gain employment or advance
within an occupation.”)
C. Department of Economic Opportunity (“DEO”): The Department of Economic Opportunity is
Florida’s state workforce executive agency and is CSF administrative entity for this policy. When
mentioned in this policy, it is understood that DEO is acting on behalf of the Governor as provided
in Section 101(d), WIOA.
D. Eligible Training Provider (“ETP”): A provider of training services programs who has met the
eligibility requirements to receive WIOA Title I Adult and Dislocated Worker funds for providing
training services programs to eligible individuals. Eligible training providers may also receive Title
I Youth funds through ITAs under certain conditions, see Section B. An ETP is an ETP only for the
LWDBs which have approved the ETP for their Local Areas and only for the program(s) which each
LWDB has approved the ETP to provide in that LWDB’s Local Area. An ETP approved by one LWDB
does not necessarily mean the ETP will be approved by other LWDBs as each LWDB’s ETP criteria
and need may differ. An ETP’s program(s) approved by one LWDB does not necessarily mean the
program(s) will be approved for other Local Areas as the other LWDBs’ criteria and need for the
program(s) may differ. An ETP will be listed on the LWDB’s Local ETPL only if the ETP has its
program(s) currently approved by the LWDB compiling the Local ETPL.
E. Participant: A person who is eligible under, and receiving training services under, Title I-B in an
approved program from an approved training provider.
F. Program completer: A program participant who has met all the requirements of a training
program.
G. Program of Training Services: A training services program is one or more courses or classes, or
a structured regimen that leads to one or more of the following:
1) A recognized post-secondary credential, secondary school diploma or its equivalent,
or;
2) Employment, or;
3) Measurable skill gains toward such a credential or employment.
H. Recognized Postsecondary Credential: A formalized recognition consisting of an industry-
recognized certificate or certification, a certificate of completion of an apprenticeship, a license
recognized by the State or Federal Government, or an associate or baccalaureate degree.
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I. Targeted Occupation Lists (TOL): These are the lists, compiled locally as well as statewide, which
define demand occupations based on short and long term growth forecasts with a focus on
occupations requiring high skills and provide high wages. Local TOLs are compiled and approved
by Local Boards in consultation with DEO’s Labor Market Statistics Center, based on data provided
by the Workforce Estimating Conference as well as additional data provided by the Local Boards
themselves. The state list is a compilation of the local TOLS from the 24 Local Boards. Unless
excepted, training services programs for adults and dislocated workers must be directly linked to
demand occupations on the local and/or state lists. Pursuant to TOL policy, Local Boards may add
or remove occupations based on local needs or requirements.
VI. ATTACHMENTS (if applicable)
Attachment 1 – Performance Reporting
Attachment 2 – Out of State Training Institutions
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ATTACHMENT 1
PERFORMANCE REPORTING
Training providers’ performances in respect to the performance accountability measures and
other matters for which information is required under section 122(b)(2), WIOA include:
I. Information on the performance of the provider with respect to the following
performance accountability measures described in section 116(i)(I-IV), WIOA, for such
participants (taking into consideration the characteristics of the population served and
relevant economic conditions), and information specifying the percentage of such
participants who entered unsubsidized employment in an occupation related to the
program, to the extent practicable;
II. The percentage of program participants who are in unsubsidized employment during the
second quarter after exit from the program;
III. The percentage of program participants who are in unsubsidized employment during the
fourth quarter after exit from the program;
IV. The median earnings of program participants who are in unsubsidized employment
during the second quarter after exit from the program;
V. The percentage of program participants who obtain a recognized postsecondary
credential, or a secondary school diploma or its recognized equivalent during
participation in or within 1 year after exit from the program. (For the purposes of this
clause, program participants who obtain a secondary diploma or its recognized equivalent
shall be included in the percentage counted only if such participants, in addition to
obtaining such diploma or its recognized equivalent, have obtained or retained
employment or are in an education or training program leading to a recognized
postsecondary credential within one (1) year after exit from the program.)
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ATTACHMENT 2
OUT-OF-STATE TRAINING INSTITUTIONS
Out-of-state postsecondary training institutions that are not operating within the State of Florida
and are not required to be licensed by the Florida Commission for Independent Education (CIE)
must provide the following information to each Local Board with which it wishes to do business:
1. Information listed in V(C) if applying for “Initial Eligibility” or V(E) if applying for “Continuing
Eligibility” and Attachment I if applicable for each program for which it seeks approval, and;
2. Evidence that the institution (and applicable programs) is accredited by an accreditation agency
approved by the United states Department of Education, and;
3. Evidence that the institution meets the licensing requirements of its home state, and;
4. Evidence that the institution is on its state’s Eligible Training Provider List.
In order to provide performance information for its programs, out-of-state providers are required
to report their student completer data to FETPIP to the extent feasible under established
reporting mechanisms.
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Action Item 7
Local Targeted Occupations List
The Department of Economic Opportunity’s (DEO) Bureau of Labor Market Statistics (LMS) published the 2020-2021 Statewide Demand Occupational Lists on the Department’s website. The Statewide Demand Occupations list identifies the labor market needs of Florida’s business community and encourages job training based on those needs, with emphasis on jobs that are both in high demand and high skill/high wage, and is used as a baseline for establishing the local Targeted Occupations List (TOL). The Local Workforce Development Boards (LWDBs) develop and use their TOLs to identify occupations for which eligible adults and dislocated workers may receive training assistance under the Workforce Innovation and Opportunity Act (WIOA).
A TOL must be updated when occupations are deleted or added. Each LWDB must update and publish the updated TOL to its website and submit a link to DEO by June 30, 2020.
Staff reviewed the new 2020-2021 Regional Demand Targeted Occupations List (TOL) for Pinellas County published by the Labor Market Unit with DEO, analyzing the changes from the 2019-2020 TOL previously approved by the board in June 2019.
A list of potential additions were drafted with accompanying Labor Market Information received thru the DEO to request board review and approval to add these occupations to the 2020-2021 TOL. The TOL governs Occupational skills Training, Apprenticeships, Paid-Work Experience and On-the-Job training programs.
The Workforce Solutions Committee has reviewed the updated DEO list, as well as potential additions suggested by staff and local educational providers. The Committee has voted and unanimously approved the DEO provided list, including DEO additions, reinstatement of all occupational titles removed by DEO for 2020-2021, and addition of all staff recommended occupational titles. This approval was determined to be in the best interest of the local area due to the impact of COVID-19 on the local workforce, economy and citizens, and will assist in providing the most comprehensive opportunities for training, retraining and reemployment.
RECOMMENDATIONApproval to adopt the DEO 2020-2021 Regional Demand Occupations for CareerSource Pinellas, as approved by the Workforce Solutions Committee on June 30, 2020.
44444444
Workforce Development Area 14 - Pinellas County
Selection Criteria:12 80 annual openings and positive growth3 Mean Wage of $15.07/hour and Entry Wage of $12.26/hour4 High Skill/High Wage (HSHW) Occupations:
Mean Wage of $23.63/hour and Entry Wage of $15.07/hour
Annual FLDOE In EFIPercent Annual Training Targeted Data
SOC Code† HSHW†† Occupational Title† Growth Openings Mean Entry Code Industry? Source†††
13-2011 HSHW Accountants and Auditors 1.39 567 33.85 21.58 5 Yes R11-3011 HSHW Administrative Services Managers 1.30 84 52.03 26.88 4 Yes R41-3011 Advertising Sales Agents 0.65 139 23.61 12.37 3 Yes R49-3011 HSHW Aircraft Mechanics and Service Technicians 1.39 1,439 30.31 17.80 3 Yes S53-2011 HSHW Airline Pilots, Copilots, and Flight Engineers 1.47 585 90.58 47.57 4 Yes S17-3011 HSHW Architectural and Civil Drafters 1.38 733 24.37 16.33 3 Yes S27-4011 Audio and Video Equipment Technicians 1.51 628 21.47 13.02 4 Yes S49-3021 Automotive Body and Related Repairers 1.36 1,217 19.60 12.46 3 No S43-3031 Bookkeeping, Accounting, and Auditing Clerks 0.05 760 19.75 13.48 4 Yes R47-2021 Brickmasons and Blockmasons 1.54 882 18.61 12.70 3 No S53-3021 Bus Drivers, Transit and Intercity 1.28 83 16.36 12.67 3 Yes R49-3031 Bus and Truck Mechanics and Diesel Engine Specialists 1.08 1,333 22.41 15.71 3 Yes S13-1199 HSHW Business Operations Specialists, All Other 1.50 559 32.38 18.28 4 Yes R43-5011 Cargo and Freight Agents 1.60 677 21.18 13.04 3 Yes S47-2031 Carpenters 0.88 264 19.70 14.15 3 Yes R47-2051 Cement Masons and Concrete Finishers 1.66 1,827 17.64 12.77 3 Yes S35-1011 Chefs and Head Cooks 1.39 1,341 25.17 13.36 3 Yes S11-1011 HSHW Chief Executives 0.03 87 89.21 33.36 5 Yes R13-1031 HSHW Claims Adjusters, Examiners, and Investigators 0.56 153 30.56 20.23 3 Yes R53-2012 HSHW Commercial Pilots 1.51 559 44.11 24.76 3 Yes S21-1099 Community and Social Service Specialists, All Other 1.24 81 19.12 13.28 5 Yes R13-1041 HSHW Compliance Officers 1.15 1,674 30.72 16.98 3 Yes S15-1143 HSHW Computer Network Architects 1.35 95 47.65 29.16 3 Yes R15-1152 HSHW Computer Network Support Specialists 1.79 80 33.97 18.88 3 Yes R15-1199 HSHW Computer Occupations, All Other 1.57 982 37.93 20.73 3 Yes S15-1121 HSHW Computer Systems Analysts 1.43 101 43.56 26.63 4 Yes R15-1151 HSHW Computer User Support Specialists 1.77 282 24.47 15.36 3 Yes R47-4011 HSHW Construction and Building Inspectors 1.35 1,007 28.29 18.94 3 Yes S11-9021 HSHW Construction Managers 0.89 103 41.06 24.62 4 Yes R13-1051 HSHW Cost Estimators 1.20 92 29.54 18.67 4 Yes R15-1141 HSHW Database Administrators 1.63 677 41.76 25.88 4 Yes S31-9091 Dental Assistants 1.56 142 19.13 14.84 3 Yes R29-2021 HSHW Dental Hygienists 2.14 1,028 30.80 22.22 4 Yes S29-2032 HSHW Diagnostic Medical Sonographers 2.70 501 31.65 24.44 3 Yes S21-2021 Directors, Religious Activities and Education 1.17 138 22.20 12.97 5 No R47-2111 Electricians 1.08 265 20.64 14.70 3 Yes R25-2021 HSHW Elementary School Teachers, Except Special Education 0.12 212 28.12 19.28 5 No R13-2051 HSHW Financial Analysts 1.60 88 38.23 22.61 5 Yes R11-3031 HSHW Financial Managers 2.40 145 67.66 36.08 5 Yes R13-2099 HSHW Financial Specialists, All Other 1.46 770 32.46 17.81 3 Yes S33-2011 Firefighters 0.72 102 23.36 16.98 3 Yes R47-1011 HSHW First-Line Supervisors of Construction Trades and Extraction Workers 1.14 272 29.27 19.31 4 Yes R37-1011 First-Line Supervisors of Housekeeping and Janitorial Workers 1.55 2,050 19.43 12.37 3 Yes S37-1012 First-Line Supervisors of Landscaping, Lawn Service, and Groundskeeping Workers 1.64 2,022 23.08 14.35 3 Yes S49-1011 HSHW First-Line Supervisors of Mechanics, Installers, and Repairers 0.90 149 29.70 19.10 3 Yes R41-1012 HSHW First-Line Supervisors of Non-Retail Sales Workers 0.75 205 38.29 20.26 4 Yes R43-1011 HSHW First-Line Supervisors of Office and Administrative Support Workers 0.41 621 27.62 17.61 4 Yes R39-1021 First-Line Supervisors of Personal Service Workers 1.16 104 19.35 12.39 3 Yes R51-1011 HSHW First-Line Supervisors of Production and Operating Workers 0.38 198 30.11 18.90 3 Yes R41-1011 First-Line Supervisors of Retail Sales Workers 0.34 601 22.54 14.14 3 Yes R53-1031 HSHW First-Line Supervisors of Transportation and Material-Moving Machine and Vehicle Operators 1.29 1,392 25.39 15.24 3 Yes S11-9051 Food Service Managers 1.17 93 24.34 13.59 4 Yes R11-1021 HSHW General and Operations Managers 1.21 474 57.26 25.48 4 Yes R47-2121 Glaziers 1.66 685 18.26 13.74 3 Yes S27-1024 HSHW Graphic Designers 0.73 105 23.74 15.15 4 Yes R29-2099 Health Technologists and Technicians, All Other 1.76 1,005 20.54 13.38 3 Yes S49-9021 Heating, Air Conditioning, and Refrigeration Mechanics and Installers 1.54 314 20.72 14.14 3 Yes R53-3032 Heavy and Tractor-Trailer Truck Drivers 0.36 308 20.02 12.61 3 Yes R13-1071 HSHW Human Resources Specialists 1.35 306 29.48 18.95 5 Yes R17-2112 HSHW Industrial Engineers 1.51 89 37.04 22.96 5 Yes R49-9041 Industrial Machinery Mechanics 1.08 1,381 23.10 15.49 3 Yes S53-7051 Industrial Truck and Tractor Operators 0.77 2,744 17.53 12.35 3 Yes S15-1122 HSHW Information Security Analysts 3.36 578 44.21 27.96 3 Yes S41-3021 HSHW Insurance Sales Agents 1.29 305 30.35 15.27 3 Yes R27-1025 Interior Designers 1.36 671 23.70 13.77 4 Yes S29-2061 Licensed Practical and Licensed Vocational Nurses 0.52 260 21.26 17.43 3 Yes R43-4131 Loan Interviewers and Clerks 1.41 132 19.90 14.62 3 Yes R13-2072 HSHW Loan Officers 0.97 116 36.51 18.26 4 Yes R51-4041 Machinists 0.19 114 19.99 14.75 3 Yes R13-1111 HSHW Management Analysts 2.17 386 41.87 23.75 5 Yes R11-9199 HSHW Managers, All Other 1.07 197 46.34 26.55 4 Yes R13-1161 HSHW Market Research Analysts and Marketing Specialists 2.71 272 32.18 19.00 5 Yes R29-2012 Medical and Clinical Laboratory Technicians 1.68 649 24.51 14.54 4 Yes S29-2011 Medical and Clinical Laboratory Technologists 1.40 902 24.51 14.54 4 Yes S11-9111 HSHW Medical and Health Services Managers 1.19 82 53.86 29.96 5 Yes R31-9092 Medical Assistants 2.44 387 15.43 12.55 3 Yes R
2020-21 Regional Demand Occupations ListSorted by Occupational Title
FLDOE Training Code 3 (PSAV Certificate), 4 (Community College Credit/Degree), or 5 (Bachelor's Degree)
2018 Hourly Wage
45454545
29-2071 Medical Records and Health Information Technicians 1.58 925 19.87 12.82 4 Yes S43-6013 Medical Secretaries 1.42 144 16.05 12.30 3 Yes R13-1121 Meeting, Convention, and Event Planners 1.66 1,083 23.53 14.14 4 Yes S25-2022 HSHW Middle School Teachers, Except Special and Career/Technical Education 0.11 93 26.24 20.77 5 No R49-3042 Mobile Heavy Equipment Mechanics, Except Engines 1.51 636 21.91 15.35 3 Yes S15-1142 HSHW Network and Computer Systems Administrators 0.95 99 39.07 25.19 4 Yes R47-2073 Operating Engineers and Other Construction Equipment Operators 1.07 90 18.58 13.65 3 Yes R47-2141 Painters, Construction and Maintenance 0.98 169 21.31 15.82 3 Yes R23-2011 Paralegals and Legal Assistants 2.03 164 23.56 16.56 3 Yes R13-2052 HSHW Personal Financial Advisors 1.46 105 47.27 21.63 5 Yes R31-9097 Phlebotomists 2.32 1,151 15.52 12.45 3 Yes S31-2021 HSHW Physical Therapist Assistants 2.97 917 29.64 22.61 4 Yes S47-2151 Pipelayers 1.38 666 19.14 13.62 3 No S47-2152 Plumbers, Pipefitters, and Steamfitters 1.49 216 20.98 14.40 3 Yes R33-3051 HSHW Police and Sheriff's Patrol Officers 0.71 151 29.85 20.46 3 No R43-5031 Police, Fire, and Ambulance Dispatchers 1.35 705 19.53 13.95 3 No S25-1199 HSHW Postsecondary Teachers, All Other 1.40 1,864 29.54 17.19 4 No S11-9141 HSHW Property, Real Estate, and Community Association Managers 1.36 220 27.45 16.59 4 Yes R27-3031 HSHW Public Relations Specialists 0.99 84 29.47 18.41 5 Yes R13-1023 HSHW Purchasing Agents, Except Wholesale, Retail, and Farm Products 0.02 91 28.87 18.03 4 Yes R29-2034 HSHW Radiologic Technologists 1.62 1,021 27.23 19.61 3 Yes S41-9021 Real Estate Brokers 1.27 765 35.04 14.50 3 No S41-9022 HSHW Real Estate Sales Agents 0.99 217 29.15 15.10 3 Yes R29-1141 HSHW Registered Nurses 1.01 705 32.70 23.66 4 Yes R29-1126 HSHW Respiratory Therapists 2.65 755 27.86 22.76 4 Yes S11-2022 HSHW Sales Managers 1.06 91 65.24 30.19 5 Yes R41-4012 Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products 0.33 489 29.76 13.47 3 Yes R41-4011 HSHW Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products 0.72 227 41.22 17.50 3 Yes R25-2031 HSHW Secondary School Teachers, Except Special and Career/Technical Education 0.12 118 28.70 21.28 5 No R41-3031 HSHW Securities, Commodities, and Financial Services Sales Agents 0.67 181 43.08 17.80 5 Yes R49-2098 Security and Fire Alarm Systems Installers 1.63 894 20.21 14.38 3 No S47-2211 Sheet Metal Workers 1.32 1,110 19.28 13.54 3 Yes S21-1093 Social and Human Service Assistants 0.74 80 16.26 12.58 3 Yes R15-1132 HSHW Software Developers, Applications 3.13 270 48.34 30.43 4 Yes R15-1133 HSHW Software Developers, Systems Software 1.88 129 48.46 31.13 5 Yes R47-2221 Structural Iron and Steel Workers 1.72 702 21.10 14.52 3 Yes S29-2055 Surgical Technologists 1.59 772 21.17 15.81 3 Yes S17-3031 Surveying and Mapping Technicians 1.51 733 19.30 13.37 3 Yes S49-2022 HSHW Telecommunications Equipment Installers and Repairers, Except Line Installers 0.00 1,740 25.09 16.84 3 Yes S15-1134 HSHW Web Developers 1.64 963 30.85 18.19 3 Yes S51-4121 Welders, Cutters, Solderers, and Brazers 0.34 101 20.33 14.16 3 Yes R
†SOC Code and Occupational Title refer to Standard Occupational Classification codes and titles.
††HSHW = High Skill/High Wage.
†††Data Source:
R = Meets regional wage and openings criteria based on state Labor Market Statistics employer survey data. Regional data are shown.S = Meets statewide wage and openings criteria based on state Labor Market Statistics employer survey data. Statewide data are shown.NR = Not releasable.
EFI - Enterprise Florida, Inc.
New Occupational Titles for CSPIN PY 20-21Removed from CSPIN PY 19-20 RTOL
46464646
JOBS BY OCCUPATION
CareerSource Pinellas
SOC Code SOC Title 2019 2027 GrowthPercent Growth
Total Job Openings
2018 MedianHourly Wage
($)* FL† BLS† CSPIN Comments
11-9161 Emergency Management Directors 7 10 3 42.9 8 37.54 A B15-1131 Computer Programmers 860 858 -2 -0.2 425 36.14 PS B Youth/WT
19-4092 Forensic Science Technicians 107 119 12 11.2 115 25.46 PS B25-9041 Teacher Assistants 2,115 2,188 73 3.5 1,803 25,023.00 PS SC Youth/WT/PWE
29-2041 Emergency Medical Technicians and Paramedics 841 956 115 13.7 536 16.35 A PS Youth/WT
29-2052 Pharmacy Technicians 1,873 1,972 99 5.3 1,280 14.86 PS HS Youth/WT
31-1011 Home Health Aides 1,589 1,824 235 14.8 1,754 10.96 PS HS Youth/WT/PWE
31-1014 Nursing Assistants 7,769 8,181 412 5.3 7,512 13.16 PS PS Youth/WT/PWE
31-9099 Healthcare Support Workers, All Other 468 502 34 7.3 508 18.58 PS HS Youth/WT
33-1012 First-Line Supervisors/Managers of Police and Dete 153 162 9 5.9 83 40.12 A HS37-3011 Landscaping and Groundskeeping Workers 3,847 4,063 216 5.6 3,954 12.68 NR NR Apprenticeship
39-2021 Nonfarm Animal Caretakers 758 891 133 17.5 1,116 10.80 NR HS Youth/WT/PWE
39-9011 Child Care Workers 2,808 2,969 161 5.7 3,478 9.91 PS HS Youth/WT/PWE
43-4051 Customer Service Representatives 17,938 19,104 1,166 6.5 19,856 15.21 PS HS Youth/WT
43-6014 Secretaries, Except Legal, Medical, and Executive 9,903 9,602 -301 -3.0 7,990 16.43 PS HS Youth/WT
43-9061 Office Clerks, General 9,567 9,596 29 0.3 8,910 14.39 HS HS Youth/WT/PWE
47-2141 Painters, Construction and Maintenance 1,735 1,871 136 7.8 1,347 20.17 PS NR Youth/WT/PWE
49-3021 Automotive Body and Related Repairers 507 521 14 2.8 401 18.48 PS HS49-3023 Automotive Service Technicians and Mechanics 2,705 2,709 4 0.1 1,994 17.79 PS PS49-3051 Motorboat Mechanics 141 147 6 4.3 124 18.54 PS HS49-9071 Maintenance and Repair Workers 5,757 6,271 514 8.9 5,150 16.42 PS HS Youth/WT
49-9098 Helpers--Installation, Maintenance, and Repair Wor 324 350 26 8.0 359 13.59 NR HS Youth/WT/PWE
51-3011 Bakers 499 539 40 8.0 619 13.21 PS NR Youth/WT
53-3022 Bus Drivers, School 991 981 -10 -1.0 931 13.56 PS HS53-3033 Truck Drivers, Light or Delivery Services 2,723 2,869 146 5.4 2,499 14.52 PS HS17-3025 Environmental Engineering Technicians 777 895 118 15.2 684 20.56 A A State of Florida data
* Annual wage rates are reported where hourly wage rates do not exist but annual wage rates do. These rates are italicized.† Education levels are abbreviated as follow.
Florida U.S. Department of Labor, Bureau of Labor StatisticsA: associate degree A: associate degreeB: bachelor's degree B: bachelor's degreeHS: high school diploma or GED D: doctoral or professional degreeM+: master's, doctoral or professional degree HS: high school diploma or GEDNR: no formal educational credential required M: master's degreePS: postsecondary non-degree award NR: no formal educational credential required
PS: postsecondary non-degree awardSC: some college, no degree
Employment Education
47474747
Workforce Development Area 14 - Pinellas County
Selection Criteria:12 80 annual openings and positive growth3 Mean Wage of $15.07/hour and Entry Wage of $12.26/hour4 High Skill/High Wage (HSHW) Occupations:
Mean Wage of $23.63/hour and Entry Wage of $15.07/hour
Annual FLDOE In EFIPercent Annual Training Targeted Data Youth/WT
SOC Code† HSHW†† Occupational Title† Growth Openings Mean Entry Code Industry? Source††† Only
13-2011 HSHW Accountants and Auditors 1.39 567 33.85 21.58 5 Yes R11-3011 HSHW Administrative Services Managers 1.30 84 52.03 26.88 4 Yes R41-3011 Advertising Sales Agents 0.65 139 23.61 12.37 3 Yes R49-3011 HSHW Aircraft Mechanics and Service Technicians 1.39 1,439 30.31 17.80 3 Yes S53-2011 HSHW Airline Pilots, Copilots, and Flight Engineers 1.47 585 90.58 47.57 4 Yes S17-3011 HSHW Architectural and Civil Drafters 1.38 733 24.37 16.33 3 Yes S27-4011 Audio and Video Equipment Technicians 1.51 628 21.47 13.02 4 Yes S49-3021 Automotive Body and Related Repairers 1.36 1,217 19.60 12.46 3 No S49-3023 Automotive Service Technicians and Mechanics 0.15 1,994 19.39 12.10 1 No R51-3011 Bakers 8.00 619 14.25 9.80 1 No R Youth/WT43-3031 Bookkeeping, Accounting, and Auditing Clerks 0.05 760 19.75 13.48 4 Yes R47-2021 Brickmasons and Blockmasons 1.54 882 18.61 12.70 3 No S53-3021 Bus Drivers, Transit and Intercity 1.28 83 16.36 12.67 3 Yes R Youth/WT53-3022 Bus Drivers, School -1.00 931 13.78 10.52 1 Yes R49-3031 Bus and Truck Mechanics and Diesel Engine Specialists 1.08 1,333 22.41 15.71 3 Yes S13-1199 HSHW Business Operations Specialists, All Other 1.50 559 32.38 18.28 4 Yes R43-5011 Cargo and Freight Agents 1.60 677 21.18 13.04 3 Yes S47-2031 Carpenters 0.88 264 19.70 14.15 3 Yes R47-2051 Cement Masons and Concrete Finishers 1.66 1,827 17.64 12.77 3 Yes S35-1011 Chefs and Head Cooks 1.39 1,341 25.17 13.36 3 Yes S11-1011 HSHW Chief Executives 0.03 87 89.21 33.36 5 Yes R39-9011 Child Care Workers 5.70 3,478 11.10 8.90 1 No R Youth/WT13-1031 HSHW Claims Adjusters, Examiners, and Investigators 0.56 153 30.56 20.23 3 Yes R53-2012 HSHW Commercial Pilots 1.51 559 44.11 24.76 3 Yes S21-1099 Community and Social Service Specialists, All Other 1.24 81 19.12 13.28 5 Yes R13-1041 HSHW Compliance Officers 1.15 1,674 30.72 16.98 3 Yes S15-1143 HSHW Computer Network Architects 1.35 95 47.65 29.16 3 Yes R15-1152 HSHW Computer Network Support Specialists 1.79 80 33.97 18.88 3 Yes R15-1199 HSHW Computer Occupations, All Other 1.57 982 37.93 20.73 3 Yes S15-1131 HSHW Computer Programmers 0.02 425 37.45 25.44 3 Yes R15-1121 HSHW Computer Systems Analysts 1.43 101 43.56 26.63 4 Yes R15-1151 HSHW Computer User Support Specialists 1.77 282 24.47 15.36 3 Yes R47-4011 HSHW Construction and Building Inspectors 1.35 1,007 28.29 18.94 3 Yes S11-9021 HSHW Construction Managers 0.89 103 41.06 24.62 4 Yes R13-1051 HSHW Cost Estimators 1.20 92 29.54 18.67 4 Yes R43-4051 Customer Service Representatives 6.50 19,856 16.27 11.39 1 Yes R15-1141 HSHW Database Administrators 1.63 677 41.76 25.88 4 Yes S31-9091 Dental Assistants 1.56 142 19.13 14.84 3 Yes R29-2021 HSHW Dental Hygienists 2.14 1,028 30.80 22.22 4 Yes S29-2032 HSHW Diagnostic Medical Sonographers 2.70 501 31.65 24.44 3 Yes S21-2021 Directors, Religious Activities and Education 1.17 138 22.20 12.97 5 No R47-2111 Electricians 1.08 265 20.64 14.70 3 Yes R25-2021 HSHW Elementary School Teachers, Except Special Education 0.12 212 28.12 19.28 5 No R119161 HSHW Emergency Management Directors 42.90 8 38.59 27.17 4 Yes R29-2041 Emergency Medical Technicians and Paramedics 13.70 536 17.14 11.75 2 Yes R Youth/WT17-3025 HSHW Environmental Engineering Technicians 15.20 684 22.52 16.01 1 Yes S13-2051 HSHW Financial Analysts 1.60 88 38.23 22.61 5 Yes R11-3031 HSHW Financial Managers 2.40 145 67.66 36.08 5 Yes R13-2099 HSHW Financial Specialists, All Other 1.46 770 32.46 17.81 3 Yes S33-2011 Firefighters 0.72 102 23.36 16.98 3 Yes R47-1011 HSHW First-Line Supervisors of Construction Trades and Extraction Workers 1.14 272 29.27 19.31 4 Yes R37-1011 First-Line Supervisors of Housekeeping and Janitorial Workers 1.55 2,050 19.43 12.37 3 Yes S37-1012 First-Line Supervisors of Landscaping, Lawn Service, and Groundskeeping Workers 1.64 2,022 23.08 14.35 3 Yes S49-1011 HSHW First-Line Supervisors of Mechanics, Installers, and Repairers 0.90 149 29.70 19.10 3 Yes R41-1012 HSHW First-Line Supervisors of Non-Retail Sales Workers 0.75 205 38.29 20.26 4 Yes R43-1011 HSHW First-Line Supervisors of Office and Administrative Support Workers 0.41 621 27.62 17.61 4 Yes R39-1021 First-Line Supervisors of Personal Service Workers 1.16 104 19.35 12.39 3 Yes R33-1012 HSHW First-Line Supervisors/Managers of Police and Detectives 5.90 83 41.09 29.26 4 Yes R51-1011 HSHW First-Line Supervisors of Production and Operating Workers 0.38 198 30.11 18.90 3 Yes R41-1011 First-Line Supervisors of Retail Sales Workers 0.34 601 22.54 14.14 3 Yes R53-1031 HSHW First-Line Supervisors of Transportation and Material-Moving Machine and Vehicle Operators 1.29 1,392 25.39 15.24 3 Yes S11-9051 Food Service Managers 1.17 93 24.34 13.59 4 Yes R19-4092 HSHW Forensic Science Technicians 11.20 115 26.85 18.58 4 Yes R11-1021 HSHW General and Operations Managers 1.21 474 57.26 25.48 4 Yes R47-2121 Glaziers 1.66 685 18.26 13.74 3 Yes S27-1024 HSHW Graphic Designers 0.73 105 23.74 15.15 4 Yes R29-2099 Health Technologists and Technicians, All Other 1.76 1,005 20.54 13.38 3 Yes S31-9099 Healthcare Support Workers, All Other 7.30 508 19.56 13.88 3 Yes R49-9021 Heating, Air Conditioning, and Refrigeration Mechanics and Installers 1.54 314 20.72 14.14 3 Yes R53-3032 Heavy and Tractor-Trailer Truck Drivers 0.36 308 20.02 12.61 3 Yes R49-9098 Helpers--Installation, Maintenance, and Repair Workers 8.00 359 13.82 10.88 2 Yes R Youth/WT31-1011 Home Health Aides 14.80 1,754 11.20 10.00 1 No R Youth/WT13-1071 HSHW Human Resources Specialists 1.35 306 29.48 18.95 5 Yes R17-2112 HSHW Industrial Engineers 1.51 89 37.04 22.96 5 Yes R49-9041 Industrial Machinery Mechanics 1.08 1,381 23.10 15.49 3 Yes S53-7051 Industrial Truck and Tractor Operators 0.77 2,744 17.53 12.35 3 Yes S15-1122 HSHW Information Security Analysts 3.36 578 44.21 27.96 3 Yes S41-3021 HSHW Insurance Sales Agents 1.29 305 30.35 15.27 3 Yes R27-1025 Interior Designers 1.36 671 23.70 13.77 4 Yes S31-3011 Landscaping and Groundskeeping Workers 5.60 3,954 13.33 10.37 2 No R Youth/WT29-2061 Licensed Practical and Licensed Vocational Nurses 0.52 260 21.26 17.43 3 Yes R43-4131 Loan Interviewers and Clerks 1.41 132 19.90 14.62 3 Yes R13-2072 HSHW Loan Officers 0.97 116 36.51 18.26 4 Yes R51-4041 Machinists 0.19 114 19.99 14.75 3 Yes R
2020-21 Regional Demand Occupations List
Sorted by Occupational Title
FLDOE Training Code 3 (PSAV Certificate), 4 (Community College Credit/Degree), or 5 (Bachelor's Degree)
2018 Hourly Wage
48484848
49-9071 Maintenance and Repair Workers 8.90 5,150 17.32 11.89 2 Yes R Youth/WT13-1111 HSHW Management Analysts 2.17 386 41.87 23.75 5 Yes R11-9199 HSHW Managers, All Other 1.07 197 46.34 26.55 4 Yes R13-1161 HSHW Market Research Analysts and Marketing Specialists 2.71 272 32.18 19.00 5 Yes R29-2012 Medical and Clinical Laboratory Technicians 1.68 649 24.51 14.54 4 Yes S29-2011 Medical and Clinical Laboratory Technologists 1.40 902 24.51 14.54 4 Yes S11-9111 HSHW Medical and Health Services Managers 1.19 82 53.86 29.96 5 Yes R31-9092 Medical Assistants 2.44 387 15.43 12.55 3 Yes R29-2071 Medical Records and Health Information Technicians 1.58 925 19.87 12.82 4 Yes S43-6013 Medical Secretaries 1.42 144 16.05 12.30 3 Yes R13-1121 Meeting, Convention, and Event Planners 1.66 1,083 23.53 14.14 4 Yes S25-2022 HSHW Middle School Teachers, Except Special and Career/Technical Education 0.11 93 26.24 20.77 5 No R49-3042 Mobile Heavy Equipment Mechanics, Except Engines 1.51 636 21.91 15.35 3 Yes S49-3051 Motorboat Mechanics 4.30 124 19.69 14.28 3 Yes R15-1142 HSHW Network and Computer Systems Administrators 0.95 99 39.07 25.19 4 Yes R39-2021 Nonfarm Animal Caretakers 17.50 1,116 11.46 8.94 2 No R Youth/WT31-1014 Nursing Assistants 5.30 7,512 13.41 11.13 1 Yes R Youth/WT43-9061 Office Clerks, General 0.30 8,910 16.00 10.08 2 Yes R Youth/WT47-2073 Operating Engineers and Other Construction Equipment Operators 1.07 90 18.58 13.65 3 Yes R47-2141 Painters, Construction and Maintenance 0.98 169 21.31 15.82 3 Yes R Youth/WT23-2011 Paralegals and Legal Assistants 2.03 164 23.56 16.56 3 Yes R13-2052 HSHW Personal Financial Advisors 1.46 105 47.27 21.63 5 Yes R29-2052 Pharmacy Technicians 5.30 1,280 15.16 11.34 1 No R Youth/WT31-9097 Phlebotomists 2.32 1,151 15.52 12.45 3 Yes S31-2021 HSHW Physical Therapist Assistants 2.97 917 29.64 22.61 4 Yes S47-2151 Pipelayers 1.38 666 19.14 13.62 3 No S47-2152 Plumbers, Pipefitters, and Steamfitters 1.49 216 20.98 14.40 3 Yes R33-3051 HSHW Police and Sheriff's Patrol Officers 0.71 151 29.85 20.46 3 No R43-5031 Police, Fire, and Ambulance Dispatchers 1.35 705 19.53 13.95 3 No S25-1199 HSHW Postsecondary Teachers, All Other 1.40 1,864 29.54 17.19 4 No S11-9141 HSHW Property, Real Estate, and Community Association Managers 1.36 220 27.45 16.59 4 Yes R27-3031 HSHW Public Relations Specialists 0.99 84 29.47 18.41 5 Yes R13-1023 HSHW Purchasing Agents, Except Wholesale, Retail, and Farm Products 0.02 91 28.87 18.03 4 Yes R29-2034 HSHW Radiologic Technologists 1.62 1,021 27.23 19.61 3 Yes S41-9021 Real Estate Brokers 1.27 765 35.04 14.50 3 No S41-9022 HSHW Real Estate Sales Agents 0.99 217 29.15 15.10 3 Yes R49-3092 Recreational Vehicle Service Technicians 7.80 1,150 17.74 10.45 1 Yes R29-1141 HSHW Registered Nurses 1.01 705 32.70 23.66 4 Yes R29-1126 HSHW Respiratory Therapists 2.65 755 27.86 22.76 4 Yes S11-2022 HSHW Sales Managers 1.06 91 65.24 30.19 5 Yes R41-4012 Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products 0.33 489 29.76 13.47 3 Yes R41-4011 HSHW Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products 0.72 227 41.22 17.50 3 Yes R25-2031 HSHW Secondary School Teachers, Except Special and Career/Technical Education 0.12 118 28.70 21.28 5 No R43-6014 Secretaries, Except Legal, Medical, and Executive -3.00 7,990 16.90 11.72 1 Yes R Youth/WT41-3031 HSHW Securities, Commodities, and Financial Services Sales Agents 0.67 181 43.08 17.80 5 Yes R49-2098 Security and Fire Alarm Systems Installers 1.63 894 20.21 14.38 3 No S47-2211 Sheet Metal Workers 1.32 1,110 19.28 13.54 3 Yes S21-1093 Social and Human Service Assistants 0.74 80 16.26 12.58 3 Yes R15-1132 HSHW Software Developers, Applications 3.13 270 48.34 30.43 4 Yes R15-1133 HSHW Software Developers, Systems Software 1.88 129 48.46 31.13 5 Yes R47-2221 Structural Iron and Steel Workers 1.72 702 21.10 14.52 3 Yes S29-2055 Surgical Technologists 1.59 772 21.17 15.81 3 Yes S17-3031 Surveying and Mapping Technicians 1.51 733 19.30 13.37 3 Yes S25-9041 Teacher Assistants 3.50 1,803 13.32 10.24 1 Yes S Youth/WT49-2022 HSHW Telecommunications Equipment Installers and Repairers, Except Line Installers 0.00 1,740 25.09 16.84 3 Yes S53-3033 Truck Drivers, Light or Delivery Services 5.40 2,499 16.80 9.80 2 Yes R15-1134 HSHW Web Developers 1.64 963 30.85 18.19 3 Yes S51-4121 Welders, Cutters, Solderers, and Brazers 0.34 101 20.33 14.16 3 Yes R
†SOC Code and Occupational Title refer to Standard Occupational Classification codes and titles.
††HSHW = High Skill/High Wage.
†††Data Source:
R = Meets regional wage and openings criteria based on state Labor Market Statistics employer survey data. Regional data are shown.S = Meets statewide wage and openings criteria based on state Labor Market Statistics employer survey data. Statewide data are shown.NR = Not releasable.
EFI - Enterprise Florida, Inc.
*As approved by Workforce Solutions Committee on 6/30/2020. Scheduled for full board review on 7/15/2020.
49494949
Action Item 8 RFP Selection
Virtual Workshops The CareerSource Pinellas (CSP) business model historically offered services through open resource centers, group workshops and career counseling sessions where individuals meet in person and in large groups. As we adjust to social distancing requirements to ensure the safety of team members and customers, many of these services will transition to remote and digital platforms. To meet an immediate need following the Safer at Home Order, Saint Petersburg College was awarded a contract through an emergency procurement process. Now, as customer expectations shift to a more virtual experience, we have taken steps to ensure CareerSource Pinellas is ready with innovative career and business services offered both in person and virtually.
As discussed at the May 20th Board of Directors meeting, CareerSource Pinellas solicited proposals from qualified and experienced entities to provide virtual workshops. Each proposal was reviewed by the CSP staff review team.
Results of review:
Proposer Group Scores Saint Petersburg College 89.5 Dynamic Works Institute 89.5 Career Team 84.5 Fly-High Coaching 74 Collective Community Initiative 62
Based on the current provision of services, the ability to increase capacity and the option to customize workshops; at this time we recommend contracting with Saint Petersburg College. We will evaluate at the end of the quarter to determine whether we expand to add an additional vendor such as Dynamic Works Institute.
RECOMMENDATIONApproval to enter into contract negotiations for the provision of Virtual Workshops with Saint Petersburg College.
505050
Action Item 9
Request for Quote Fractional Virtual Chief Information Officer
CareerSource Pinellas is seeking the services of a virtual Chief Information Officer (CIO) to act as the central point of contact for information technology services. The virtual CIO will provide, including but not limited to, the following services:
• Strategic guidance to maintain and build out the current technologyenvironment
• Project management leadership of Client’s managed services provider (MSP)• Technical thought leadership regarding the appropriate direction of technology
for CareerSource Pinellas• Technology evaluations• Technology build-versus-buy decision tree analysis• Technology budget needs analysis• Interactions with cybersecurity firm• Manage the IT Services Request for Proposal
It is anticipated that the services for this position will exceed the $50,000 threshold requiring Board approval.
RECOMMENDATION
Approval of the simple and informal procurement method of obtaining quotes in order to secure the services for a virtual Chief Information Officer and approval to enter into contract negotiations with a vendor to provide virtual CIO services.
5151
Action Item 10
Authorizing the Opening of Two New Bank Accounts
DEO recently completed its financial monitoring of CareerSource Pinellas for the period April 1, 2019 – March 31, 2020. One of the recommendations was for CareerSource Pinellas to set up a checking account to segregate unrestricted funds from DEO grant funds.
In addition, the Finance Committee previously discussed having a separate money market/savings account to segregate the proceeds of the sale of the Science Center until final resolution of the DOL compliance review.
Per discussion with representatives at Valley National Bank, they require Board approval authorizing the opening of new bank accounts.
RECOMMENDATION
Approval to proceed with opening one new checking account to segregate unrestrictedactivity from Federal grant funds and one money market/savings account to maintainthe proceeds of the sale of the Science Center.
52525252
Information Item 1DEO Daily Governor’s Report – (Placement as reported in the Employ Florida system)
Local Tracking for Program Year 2019-2020 and 2018-2019
CareerSource Pinellas
PY 18/19 Placements Composite Score Ranking Statewide
Placements
July 371 104.17% 11 8,426
August 341 117.58% 12 6,985
September 385 120.49% 11 7,974
October 370 88.83% 14 9,831
November 210 83.33% 12 6,391
December 234 96.23% 11 6,807
January 295 98.32% 13 7,419
February 251 98.23% 13 6,563
March 308 102.81% 12 7,901
April 163 105.22% 12 3,843
Totals 2,928 101.52% 12.1 72,140
CareerSource Pinellas
PY 17/18 Placements Composite Score Ranking Statewide
Placements
July 799 166.01% 8 10,973
August 938 161.75% 8 12,656
September 955 162.37% 6 12,922
October 1,020 155.32% 6 14,407
November 765 143.56% 8 11,914
December 658 148.21% 8 11,230
January 711 137.22% 6 12,219
February 703 165.17% 6 9,840
March 654 144.95% 6 10,266
April 610 139.04% 8 10,234
May 660 139.25% 9 11,061
June 455 121.38% 6 8,606
Totals 8,473 151.17% 7.1 127,722 DEO Definitions and report methodology
The Monthly Job Placement Report - developed by the Florida Department of Economic Opportunityand CareerSource Florida - supports measurement, management and service improvements aimed athelping Floridians find jobs through services and resources provided by Florida’s workforce system.
The Monthly Job Placement Report provides real-time measurement of job placement performance bythe state’s 24 Local Workforce Development Areas and the nearly 100 CareerSource centers they direct.Monthly reports address Governor Rick Scott’s call for enhanced performance measurement in workforceand economic development focused on critical results that bolster Florida’s economic recovery and growth.
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Information Items 2
1. Statement of Activities: Current Year vs. Prior Year
2. Statement of Activities: Current Year vs. Budget
3. Cost Allocation/Expenditure Report for PE 04.30.20
4. Pooled Cost Expenditure Report for PE 04.30.20
5. Grants Status Report
54 545454
CareerSource PinellasStatement of Revenues and Expenditures - Current Year Actual vs. Prior Year
From 7/1/2019 Through 4/30/2020(In Whole Numbers)
Actual 2019-2020 Actual 2018-2019 Variance
RevenueOperating Revenue
Grant RevenueGrant Revenue - Federal 3000 7,917,461 7,461,756 455,705 Grant Revenue - State 3001 0 0 (0)Grant Revenue - Local 3002 (1,662) 27,699 (29,361)
Total Grant Revenue 7,915,799 7,489,455 426,344 Contributions
Corporate Revenue 3100 16,538 17,240 (702)Sponsorship Revenue 3101 3,750 13,750 (10,000)Donations 3102 716 7,915 (7,199)
Total Contributions 21,004 38,905 (17,901)Program Revenue
Ticket to Work Revenue 3103 80,860 42,262 38,598 Usage Fee Revenue 3104 0 8,925 (8,925)STEM - Field Trips 3400 0 9,216 (9,216)Camp Fees 3421 0 48,110 (48,110)Before/After Care 3422 0 3,845 (3,845)Cyber Security 3470 0 1,035 (1,035)Rental Income 3491 0 1,500 (1,500)
Total Program Revenue 80,860 114,893 (34,033)Investement Income
Interest/Dividends 3200 15,296 1,196 14,099 Unrealized Gain/Loss 3201 723 (23) 746
Total Investement Income 16,019 1,174 14,845 Other Income
Other Revenues 3300 268 1,719 (1,451)Gain <Loss> on Sale/Disposal 5703 717,139 0 717,139
Total Other Income 717,407 1,719 715,688 Total Operating Revenue 8,751,089 7,646,145 1,104,944
Sales Revenue (net)Sales
Science Ctr Store Sales 3490 20 5,761 (5,741)Sales Tax 5580 0 (46) 46
Total Sales 20 5,715 (5,695)Total Sales Revenue (net) 20 5,715 (5,695)
Total Revenue 8,751,108 7,651,860 1,099,249
ExpendituresPersonnel Expenses
Salary Expense 5000 2,679,146 3,873,602 1,194,456 Salary Expense - Benefit Stipend 5005 707,899 0 (707,899)Payroll Taxes 5050 238,408 266,954 28,545 Fringe Benefits (ER Paid) 5060 15,225 0 (15,225)Health Ins 5070 0 846 846 Retirement 5090 149,693 176,009 26,316
Total Personnel Expenses 3,790,371 4,317,410 527,040 Program Expenses
Operating Supplies 5303 10,064 13,652 3,588 Food and Beverages 5310 2,126 0 (2,126)Communications 5500 94,527 97,169 2,642 Outreach/Marketing 5520 20,984 43,287 22,303 Service Provider Contract 8000 370,169 359,436 (10,733)
Date: 6/4/20 08:46:25 AM Page: 1
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CareerSource PinellasStatement of Revenues and Expenditures - Current Year Actual vs. Prior Year
From 7/1/2019 Through 4/30/2020(In Whole Numbers)
Actual 2019-2020 Actual 2018-2019 Variance
One-Stop Operator 8100 34,183 0 (34,183)OJT 8300 2,330 130,004 127,673 EWT 8310 (30,788) 75 30,863 Other Customer Support Services 8341 18,437 9,449 (8,988)Customer Training 8342 2,222,324 1,273,183 (949,140)Customer Supportive Services 8343 116,431 152,346 35,915 Licensures 8344 930 79,290 78,360 Training Related Material 8345 110,069 155,950 45,880 Fees/exams/certifications 8346 105,522 42,515 (63,007)Non Reportable ITA 8347 4,095 3,033 (1,062)
Total Program Expenses 3,081,404 2,359,388 (722,016)Professional Fees
Accounting/Audit Fees 5100 33,813 122,247 88,434 Legal Fees 5101 85,076 84,689 (386)Professional Service 5104 137,555 39,238 (98,317)Contract Labor 5170 13,432 128,346 114,915 Contract IT Services 5171 235,401 227,870 (7,531)Cybersecurity - IT 5172 57,160 0 (57,160)
Total Professional Fees 562,436 602,391 39,955 Supplies
Office Supplies 5302 21,983 23,484 1,502 Postage/Shipping 5307 4,725 6,291 1,567 Document Shredding 5308 1,036 875 (161)
Total Supplies 27,743 30,651 2,907 Insurance
Insurance - Commercial Property 5400 10,886 19,254 8,368 Insurance - General Liability 5401 64,664 50,562 (14,102)Insurance - Workers Comp 5403 8,506 46,284 37,777 Insurance - Auto 5404 5,862 7,929 2,068 Insurance - Claims 5405 2,500 0 (2,500)
Total Insurance 92,419 124,029 31,611 Occupancy
Office Rent/Lease 5200 202,651 228,048 25,396 Other Leases 5201 10,997 1,511 (9,486)Utilities 5202 48,091 67,054 18,963 Repairs & Maintenanc 5203 13,715 28,466 14,751 Security 5204 1,322 2,596 1,274 Janitorial Expense 5205 34,939 20,117 (14,822)Pest Control 5206 2,454 3,853 1,399
Total Occupancy 314,169 351,645 37,475 Office Equipment
Equipment Rent/Lease 5300 33,153 48,735 15,582 Copy Machine Usage/Maintenance 5301 20,209 17,465 (2,744)Comp Software/License/Maintenance
5304 62,620 62,585 (35)
Equipment < $5,000 5305 44,225 17,924 (26,301)Total Office Equipment 160,207 146,710 (13,498)
Travel and MeetingsTravel - Mileage 5540 10,789 12,149 1,360 Travel - Out of Town 5541 7,971 41,170 33,199 Meetings/Conferences 5560 8,236 7,799 (437)
Total Travel and Meetings 26,996 61,118 34,122 Licences, Dues and Other Fees
Date: 6/4/20 08:46:25 AM Page: 2
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CareerSource PinellasStatement of Revenues and Expenditures - Current Year Actual vs. Prior Year
From 7/1/2019 Through 4/30/2020(In Whole Numbers)
Actual 2019-2020 Actual 2018-2019 Variance
Staff Training/Education 5052 1,398 2,054 656 Other Employee expenses 5055 42 42 0 Recruitment 5095 1,517 2,035 518 Payroll Processing Fees 5103 8,167 25,844 17,678 License/Dues & Other Fees 5581 23,118 24,493 1,375 FSA Administrative Expenses 5582 450 597 147 401k Administrative Fees 5583 7,949 960 (6,989)HRIS Administrative Fees 5584 5,134 522 (4,612)
Total Licences, Dues and Other Fees 47,774 56,548 8,774 Amortizaton and Depreciation
Amortization Expense 5902 1,247 0 (1,247)Total Amortizaton and Depreciation 1,247 0 (1,247)
MiscellaneousBank Fees 5102 1,989 4,454 2,465 Other Expense 5700 15,752 7,002 (8,750)Vehicle Expenses 5701 2,056 3,441 1,385 Penalties\Disallowed Expenses 5710 8,700 0 (8,700)Interest Exp 5900 16,015 27,531 11,516
Total Miscellaneous 44,512 42,429 (2,083)Allocations
Allocated Expense Payroll 9997 0 203,441 203,441 Allocated Expense 9999 0 (203,441) (203,441)
Total Allocations 0 (0) (0)Total Expenditures 8,149,278 8,092,318 (56,960)
Net Revenue over (under) Expenditures 601,830 (440,459) 1,042,289
Date: 6/4/20 08:46:25 AM Page: 3
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CareerSource PinellasStatement of Revenues and Expenditures - YTD Actual vs. Budget Mod 2
From 7/1/2019 Through 4/30/2020(In Whole Numbers)
Actual YTD YTD Budget YTD Variance Modification #2Budget
Budget Remaining
RevenueOperating Revenue
Grant RevenueGrant Revenue - Federal 3000 7,917,461 8,258,512 (341,051) 9,955,545 (2,038,084)Grant Revenue - Local 3002 (1,662) (1,662) 0 (1,662) 0
Total Grant Revenue 7,915,799 8,256,850 (341,051) 9,953,883 (2,038,084)Contributions
Corporate Revenue 3100 16,538 18,000 (1,463) 24,000 (7,463)Sponsorship Revenue 3101 3,750 4,500 (750) 6,000 (2,250)Donations 3102 716 716 0 716 0
Total Contributions 21,004 23,216 (2,212) 30,716 (9,712)Program Revenue
Ticket to Work Revenue 3103 80,860 80,000 860 96,000 (15,140)Total Program Revenue 80,860 80,000 860 96,000 (15,140)
Investement IncomeInterest/Dividends 3200 15,296 15,000 296 22,240 (6,944)Unrealized Gain/Loss 3201 723 723 (0) 723 (0)
Total Investement Income 16,019 15,723 296 22,963 (6,944)Other Income
Other Revenues 3300 268 268 (0) 268 (0)Gain <Loss> on Sale/Disposal 5703 717,139 717,139 0 717,139 0
Total Other Income 717,407 717,407 0 717,407 0 Total Operating Revenue 8,751,089 9,093,196 (342,107) 10,820,969 (2,069,880)
Sales Revenue (net)Sales
Science Ctr Store Sales 3490 20 20 (0) 20 (0)Total Sales 20 20 (0) 20 (0)
Total Sales Revenue (net) 20 20 (0) 20 (0)Total Revenue 8,751,108 9,093,216 (342,108) 10,820,989 (2,069,881)
ExpendituresPersonnel Expenses
Salary Expense 5000 2,679,146 2,639,698 (39,448) 3,325,000 645,854 Salary Expense - Benefit Stipend 5005 707,899 712,717 4,818 860,000 152,101 Payroll Taxes 5050 238,408 235,022 (3,386) 287,800 49,392 Fringe Benefits (ER Paid) 5060 15,225 9,400 (5,825) 14,300 (925)Retirement 5090 149,693 148,868 (825) 184,500 34,807
Total Personnel Expenses 3,790,371 3,745,705 (44,666) 4,671,600 881,229
Date: 6/4/20 09:03:19 AM Page: 1
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CareerSource PinellasStatement of Revenues and Expenditures - YTD Actual vs. Budget Mod 2
From 7/1/2019 Through 4/30/2020(In Whole Numbers)
Actual YTD YTD Budget YTD Variance Modification #2Budget
Budget Remaining
Program ExpensesOperating Supplies 5303 10,064 11,610 1,546 12,260 2,196 Food and Beverages 5310 2,126 1,115 (1,011) 1,500 (626)Communications 5500 94,527 94,690 163 113,054 18,527 Outreach/Marketing 5520 20,984 23,120 2,136 27,500 6,516 Service Provider Contract 8000 370,169 416,666 46,497 575,000 204,831 One-Stop Operator 8100 34,183 34,183 0 42,100 7,917 OJT 8300 2,330 44,999 42,669 70,000 67,670 EWT 8310 (30,788) 0 30,788 50,000 80,788 Other Customer Support Services 8341 18,437 21,763 3,326 25,783 7,346 Customer Training 8342 2,222,324 2,262,162 39,838 2,630,000 407,676 Customer Supportive Services 8343 116,431 118,827 2,396 150,000 33,569 Licensures 8344 930 990 60 990 60 Training Related Material 8345 110,069 92,804 (17,265) 120,000 9,931 Fees/exams/certifications 8346 105,522 105,355 (167) 120,000 14,478 Non Reportable ITA 8347 4,095 4,500 405 6,000 1,905
Total Program Expenses 3,081,404 3,232,784 151,380 3,944,187 862,783 Professional Fees
Accounting/Audit Fees 5100 33,813 42,250 8,438 43,500 9,688 Legal Fees 5101 85,076 102,538 17,463 135,000 49,925 Professional Service 5104 137,555 136,545 (1,010) 136,545 (1,010)Contract Labor 5170 13,432 14,150 718 15,000 1,568 Contract IT Services 5171 235,401 238,040 2,639 289,730 54,329 Cybersecurity - IT 5172 57,160 57,125 (35) 67,155 9,995
Total Professional Fees 562,436 590,648 28,212 686,930 124,494 Supplies
Office Supplies 5302 21,983 19,330 (2,653) 23,047 1,064 Postage/Shipping 5307 4,725 6,362 1,637 7,455 2,730 Document Shredding 5308 1,036 1,140 104 1,340 304
Total Supplies 27,743 26,832 (911) 31,842 4,099 Insurance
Insurance - Commercial Property 5400 10,886 11,080 194 13,000 2,114 Insurance - General Liability 5401 64,664 56,810 (7,854) 69,000 4,336 Insurance - Workers Comp 5403 8,506 12,123 3,617 20,000 11,494 Insurance - Auto 5404 5,862 5,435 (427) 6,305 443 Insurance - Claims 5405 2,500 2,500 0 2,500 0
Total Insurance 92,419 87,948 (4,471) 110,805 18,386 Occupancy
Date: 6/4/20 09:03:19 AM Page: 2
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CareerSource PinellasStatement of Revenues and Expenditures - YTD Actual vs. Budget Mod 2
From 7/1/2019 Through 4/30/2020(In Whole Numbers)
Actual YTD YTD Budget YTD Variance Modification #2Budget
Budget Remaining
Office Rent/Lease 5200 202,651 204,045 1,394 244,736 42,085 Other Leases 5201 10,997 8,924 (2,073) 11,424 427 Utilities 5202 48,091 51,600 3,509 57,960 9,869 Repairs & Maintenanc 5203 13,715 12,200 (1,515) 14,040 325 Security 5204 1,322 990 (332) 5,050 3,728 Janitorial Expense 5205 34,939 37,320 2,381 44,950 10,011 Pest Control 5206 2,454 2,696 242 3,096 642
Total Occupancy 314,169 317,775 3,606 381,256 67,087 Office Equipment
Equipment Rent/Lease 5300 33,153 37,550 4,397 44,250 11,097 Copy Machine Usage/Maintenance 5301 20,209 20,650 441 24,000 3,791 Comp Software/License/Maintenance 5304 62,620 65,050 2,430 73,300 10,680 Equipment < $5,000 5305 44,225 45,300 1,075 48,000 3,775
Total Office Equipment 160,207 168,550 8,343 189,550 29,343 Travel and Meetings
Travel - Mileage 5540 10,789 13,166 2,377 15,800 5,011 Travel - Out of Town 5541 7,971 38,250 30,279 41,300 33,329 Meetings/Conferences 5560 8,236 10,675 2,439 11,675 3,439
Total Travel and Meetings 26,996 62,091 35,095 68,775 41,779 Licences, Dues and Other Fees
Staff Training/Education 5052 1,398 5,750 4,352 6,900 5,502 Other Employee expenses 5055 42 0 (42) 0 (42)Recruitment 5095 1,517 4,550 3,033 5,460 3,943 Payroll Processing Fees 5103 8,167 8,624 457 10,324 2,157 License/Dues & Other Fees 5581 23,118 25,396 2,278 28,511 5,393 FSA Administrative Expenses 5582 450 975 525 1,135 685 401k Administrative Fees 5583 7,949 8,800 851 10,720 2,771 HRIS Administrative Fees 5584 5,134 5,750 616 6,900 1,766
Total Licences, Dues and Other Fees 47,774 59,845 12,071 69,950 22,176 Amortizaton and Depreciation
Depreciation Expense 5901 0 0 0 42,000 42,000 Amortization Expense 5902 1,247 1,247 0 1,247 0
Total Amortizaton and Depreciation 1,247 1,247 0 43,247 42,000 Miscellaneous
Bank Fees 5102 1,989 2,250 261 2,700 711 Other Expense 5700 15,752 16,695 943 17,487 1,735 Vehicle Expenses 5701 2,056 2,398 342 3,000 944 Penalties\Disallowed Expenses 5710 8,700 8,700 0 8,700 0
Date: 6/4/20 09:03:19 AM Page: 3
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CareerSource PinellasStatement of Revenues and Expenditures - YTD Actual vs. Budget Mod 2
From 7/1/2019 Through 4/30/2020(In Whole Numbers)
Actual YTD YTD Budget YTD Variance Modification #2Budget
Budget Remaining
Interest Exp 5900 16,015 16,015 0 16,015 0 Total Miscellaneous 44,512 46,058 1,546 47,902 3,390
Total Expenditures 8,149,278 8,339,483 190,205 10,246,044 2,096,766
Net Revenue over (under) Expenditures 601,830 753,733 (151,902) 574,945 26,885
Date: 6/4/20 09:03:19 AM Page: 4
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WIOA
Employment
Services WTP SNAP TAA
Total Direct
Grants and Spec
Projects Total
Approved 2019-2020 Planning Budget 5,411,763 1,231,500 2,279,121 470,000 348,000 676,312 10,416,696
Approved Budget Modification #1 522,722 - - - - (13,000) 509,722
Proposed Budget Modificaiton #2 (587,220) (45,000) 146,707 (128,000) (120,000) 53,139 (680,374)
Proposed 2019-2020 Budget (Modification #2) 5,347,265 1,186,500 2,425,828 342,000 228,000 716,451 10,246,044
Expenditures to Date:
Pooled Costs -
Case Management 31,272 32,271 72,026 7,750 180 - 143,499
Business Services 558,426 88,848 212,895 60,702 - - 920,871
One-Stop Operating 41,012 236,475 93,277 12,973 11,520 - 395,257
MIS\Technology 40,598 243,795 46,386 13,350 10,239 - 354,368
Outreach and Marketing 1,078 20,925 2,235 1,338 736 - 26,312
Administrative 464,988 111,584 199,963 25,517 9,542 64,669 876,263
Total Pooled Costs 1,137,374 733,898 626,782 121,630 32,217 64,669 2,716,571
26% 79% 33% 42% 28% 11% 33%
Direct Costs
Personnel Expenses 542,208 187,864 1,081,936 159,049 6,212 239,055 2,216,324
Service Provider Contracts 364,553 - 5,616 - - - 370,169
Subsidized Employment (OJT/EWT) (28,458) - - - - - (28,458)
Training and Support Services 2,292,443 1,952 164,056 4,729 77,284 37,345 2,577,809
Other Direct Operating Costs 33,752 9,586 20,046 1,852 14 231,615 296,864
Total Direct Costs 3,204,498 199,402 1,271,654 165,630 83,510 508,015 5,432,708
74% 21% 67% 58% 72% 89% 67%
Total Costs 4,341,872 933,300 1,898,436 287,260 115,727 572,684 8,149,279
Unexpended Budget Balance 1,005,393 253,200 527,392 54,740 112,273 143,767 2,096,765
Percentage of Budget Expended 81.2% 78.7% 78.3% 84.0% 50.8% 79.9% 79.5%
CareerSource Pinellas
Cost Allocation/Expenditure Report
For the Ten Months Ended April 30, 2020
62 626262
Expenditure AdminMIS/Tech Cost Pool
Outreach & Marketing Cost Pool
One-Stop Cost Pool
Case Mgmt Cost Pool
Business Services
Cost Pool Total
Salary Expense 503,709 - - - 61,631 557,267 1,122,607
Salary Expense - Benefit Stipend 104,015 - - - 21,223 168,618 293,856
Payroll Taxes 37,137 - - - 5,544 51,579 94,260
Fringe Benefits (ER Paid) 2,742 - - - 3,814 3,173 9,729
Retirement 24,399 - - - (3,306) 32,500 53,593
Total Salary and Benefits 672,002 - - - 88,906 813,137 1,574,045
Contract IT Services - 235,401 - - - - 235,401
Office Rent/Lease 10,539 - - 108,731 21,386 61,996 202,652
Communications 7,425 7,064 96 60,334 5,049 6,699 86,667
Legal Fees 71,236 - - - - - 71,236
Insurance - General Liability 6,865 - - 38,511 8,958 7,715 62,049
Cybersecurity - IT - 57,160 - - - - 57,160
Utilities 27 - - 46,083 - - 46,110
Equipment < $5,000 - 44,225 - - - - 44,225
Janitorial Expense 164 - - 34,352 - - 34,516
One-Stop Operator - - - 34,183 - - 34,183
Accounting/Audit Fees 33,813 - - - - - 33,813
Equipment Rent/Lease 689 - - 27,074 1,201 3,881 32,845
Outreach/Marketing - - 20,984 - - - 20,984
Copy Machine Usage/Maintenance 2,759 - - 7,696 4,367 5,491 20,313
License/Dues & Other Fees 2,225 - 4,774 1,740 791 10,285 19,815
Comp Software/License/Maintenance 4,590 10,518 297 - 3,882 - 19,287
Professional Service 17,500 - - - - 48 17,548
Office Supplies 6,780 - 23 4,602 4,636 1,449 17,490
Repairs & Maintenanc - - - 11,429 - 801 12,230
Insurance - Commercial Property 98 - - 9,851 138 138 10,225
Payroll Processing Fees 8,167 - - - - - 8,167
401k Administrative Fees 7,949 - - - - - 7,949
Travel - Out of Town 4,479 - - - 2,073 984 7,536
Meetings/Conferences 2,471 - - - 2,521 1,368 6,360
HRIS Administrative Fees 5,134 - - - - - 5,134
Postage/Shipping 1,572 - 137 2,172 473 370 4,724
Travel - Mileage 1,499 - - - 453 2,480 4,432
Contract Labor 2,850 - - 969 165 - 3,984
Other Leases 79 - - 2,325 122 408 2,934
Insurance - Workers Comp 1,652 - - - (1,928) 2,872 2,596
Pest Control - - - 2,388 - - 2,388
Bank Fees 1,494 - - - - - 1,494
Operating Supplies - - - 1,134 225 - 1,359
Recruitment 552 - - - 61 731 1,344
Staff Training/Education 1,099 - - - - - 1,099
Document Shredding 63 - - 886 20 18 987
Security - - - 795 - - 795
FSA Administrative Expenses 450 - - - - - 450
Other Employee expenses 42 - - - - - 42
Other Expense (1) - 1 2 - - 2
Total Pooled Expenditures 876,263 354,368 26,312 395,257 143,499 920,871 2,716,571
CareerSource PinellasPooled Cost Expenditure Report
For the Ten Months Ended April 30, 2020
63636363
CareerSource Pinellas
Grant Status Report
As of 5/22/20
2019/2020
Program Cash Drawn Funds LTD Expenditures Unexpended 2019/2020 Budget 2019/2020 Unexpended Percentage
MIP Fund # Year NFA ID Program Name Start Date End Date NFA Award thru 5/20/20 Available As of 4/30/2020 Funds % Funds Spent Time % of Grant Budget Modification 2 Spending Funds Spent FY
Workforce Innovation & Opportunity Act
0303/0403 2018 37288 WIOA Youth 2018 4/1/2018 6/30/2020 1,294,216 1,102,845 191,371 1,071,787 222,429 83% 93% 800,000 1,043,329 820,900
0304/0404 2019 38112 WIOA Youth 2019 4/1/2019 6/30/2021 1,036,082 - 1,036,082 - 1,036,082 - 59% 802,382 - - 222,429 79%
0103 2018 37502 WIOA - Adult - 2018 7/1/2018 6/30/2020 1,630,544 1,630,544 - 1,630,544 - 100% 92% 750,000 548,924 548,924
0104 2019 38285 WIOA - Adult - 2019-2021 7/1/2019 6/30/2021 1,354,050 1,167,500 186,550 1,008,183 345,867 74% 42% 1,049,381 1,213,322 1,008,183 205,139 88%
0203 2018 37478 WIOA - Dislocated Worker - 2018 7/1/2018 6/30/2020 1,829,952 1,829,952 - 1,829,952 - 100% 92% 700,000 1,096,681 1,096,681
0204 2019 38309 WIOA - Dislocated Worker - 2019-2020 7/1/2019 6/30/2021 1,823,223 712,500 1,110,723 605,748 1,217,475 33% 42% 1,150,000 1,150,000 605,748 544,252 76%
0507 2016 35259 Sector Strategies - IT Training 7/1/2019 2/28/2020 86,248 67,114 19,134 67,114 19,134 78% 113% 67,248 67,114 134 100%
0511 2019 37380 SFY 19-20 Supplemental WIOA State Level 7/1/2019 12/31/2020 137,135 137,135 - 137,135 - 100% 56% 137,135 137,135 -
0505 2017 35629 Governors Challenge 2017 - Hurricane 1/1/2018 9/30/2019 21,280 1,000 20,280 654 20,626 -
520/521/522 2019 37918 Apprenticeship Expansion 2/1/2019 3/31/2021 100,000 5,000 95,000 4,023 95,977 4% 58% 90,000 15,000 4,023 10,977 27%
0542 2019 37958 WIOA Soft Skills 2/1/2019 3/31/2021 100,000 50,750 49,250 48,813 51,187 49% 58% 70,000 54,793 48,606 6,187 89%
0250 2019 38893 COVID-19 2019 4/13/2020 3/31/2022 555,385 - 555,385 - 555,385 - 0% - - - -
0251 2019 38924 COVID-19 PPE 4/1/2020 12/31/2020 30,000 5,100 24,900 4,559 25,441 15% 11% - - 4,559
0602 2018 38685 SFY 19-20 Performance Incentives - 2018 7/1/2019 12/31/2020 64,468 - 64,468 - 64,468 - 56% - - - - 0%
2019 39040 SFY 19-20 Performance Incentives - 2019 1/1/2020 5/1/2021 32,234 - 32,234 - 32,234 0% 24% - - - - 0%
0545 2019 38612 WIOA Emerging Initiatives - Foundational Skills 12/1/2019 6/30/2021 20,833 - 20,833 - 20,833 - 26% - 20,833 - 20,833
10,115,650 6,709,439 3,406,211 6,408,511 3,707,139 5,411,763 5,347,265 4,341,872 1,009,952 81%
Employment Services
1404 2018 37736 Local Veterans -2018 10/1/2018 11/30/2019 53,050 53,050 - 53,050 - 9,000 9,000 11,963
2019 38573 Local Veterans -2019-2020 10/1/2019 9/30/2020 9,887 8,078 1,809 7,848 2,039 79% 58% 32,500 32,500 7,848 29,537 48%
1304 2018 37753 Disabled Veterans -2018 10/1/2018 11/30/2019 195,675 157,761 37,914 154,701 40,974 79% 100% 20,000 20,000 53,394
2019 38552 Disabled Veterans -2019-2020 10/1/2019 9/30/2020 78,869 56,161 22,708 50,833 28,036 64% 58% 90,000 90,000 50,833 56,606 95%
1103 2018 37451 Wagner Peyser -2018 7/1/2018 9/30/2019 699,686 699,686 - 699,686 - 100% 100% 140,000 140,000 217,744
1104 2019 38236 Wagner Peyser -2019-2020 7/1/2019 9/30/2020 649,318 350,000 299,318 312,568 336,750 48% 67% 545,000 545,000 312,568 154,688 77%
3105 2019 38014 Reemployment and Eligibility Assessments -2019 1/1/2019 7/31/2020 351,280 339,000 12,280 312,745 38,535 89% 84% 280,000 280,000 278,951
3106 2020 38962 RESEA -2020-2021 1/1/2020 9/30/2021 351,280 - 351,280 - 351,280 0% 19% 70,000 70,000 - 71,049 80%
1604 2018 37708 Reemployment Assistance Program -2018 10/1/2018 9/30/2019 45,711 45,711 - 45,711 - 100% 100% 5,000 - -
Reemployment Assistance Program -2019-2020 40,000 - - - #DIV/0!
2,434,756 1,709,447 725,309 1,637,141 797,615 1,231,500 1,186,500 933,300 311,880 79%
Supplemental Nutrition Assistance Program
1504 2018 37579 Supplemental Nutritrion Assistance Prog - SNAP 2018 10/1/2018 9/30/2019 417,047 417,047 - 417,047 - 100% 100% 115,000 111,128 111,128
1505 2019 38449 Supplemental Nutritrion Assistance Prog - SNAP 2019 10/1/2019 9/30/2020 335,560 187,808 147,752 176,132 159,428 52% 58% 355,000 230,872 176,132
752,607 604,855 147,752 593,179 159,428 470,000 342,000 287,260 54,740 84%
Welfare Transition
2604 2018 37610 Welfare Transition Prog - Oct - June 2019 10/1/2018 6/30/2019 1,774,532 1,774,532 - 1,774,532 - 100% 100% - 997 997
2605 2019 38193 Welfare Transition Prog - July - Oct 2019 7/1/2019 11/30/2019 569,779 569,779 - 569,779 - 100% 100% 2,279,121 569,779 569,779
2606 2019 38514 Welfare Transition Prog - Oct - June 2020 10/1/2019 8/31/2020 1,855,052 1,463,947 391,105 1,327,660 527,392 72% 78% 1,855,052 1,327,660
4,199,363 3,808,258 391,105 3,671,971 527,392 2,279,121 2,425,828 1,898,436 527,392 78%
Trade Adjustment Assistance
2203 2017 36549 Trade Adj Assistance - TAA Administration - 2017 7/1/2017 9/30/2019 54,121 53,621 500 51,029 3,092 94% 100% - -
2204 Trade Adj Assistance - TAA Administration - 2019 - 36,000 36,000 -
2003 2018 37633 Trade Adj Assistance - Training 2018 7/1/2018 9/30/2019 240,864 233,364 7,500 219,962 20,902 91% 100% 2,440
2004 2019 38488 Trade Adj Assistance - Training 2019 7/1/2019 6/30/2020 315,000 74,902 240,098 74,734 240,266 24% 83% 240,000 120,000 74,734
2103 2018 37653 Trade Adj Assistance - Case Management 2018 7/1/2018 9/30/2019 71,489 49,500 21,989 43,939 27,550 61% 100% 8,001
2104 2019 38469 Trade Adj Assistance - Case Management 2019 7/1/2019 6/30/2020 66,150 29,309 36,841 30,551 35,599 46% 83% 72,000 72,000 30,551
747,624 440,697 306,927 420,215 327,409 348,000 228,000 115,727 112,273 51%
Direct Services
6101 2016 USDOL Youthbuild 2016 10/17/2016 2/16/2020 1,100,000 979,150 120,850 989,758 110,242 90% 100% 72,443 12,443 21,486 (9,043) 173%
6102 2019 USDOL Youthbuild 2019 2/1/2019 5/31/2022 1,100,000 301,177 798,823 374,646 725,354 34% 38% 472,764 413,509 323,940 89,569 78%
6803 JWB Youth Innovators- 2018-2019 10/1/2018 9/30/2019 40,808 22,690 18,118 23,824 16,984 58% 100% 14,000 (1,662) 758 (2,420) -46%
8000 Corporate\Unrestricted - - 133,440 135,025 34,371 100,654 25%
8500 Science Center - 157,136 192,129
2,240,808 1,388,228 692,647 716,451 572,684 178,760 80%
20,490,808 13,272,696 4,977,304 14,119,245 5,518,984 10,433,031 10,246,044 8,149,278 2,096,766 80%
Program LTD Expenditures LTD Expend 8,149,278.05
MIP Fund # Year NFA ID Program Name Start Date End Date NFA Award 4/30/2020 Less Admin Category Amount Percentage Goal
0303/0403 2018 37288 WIOA Youth 2018 4/1/2018 6/30/2020 1,294,216 1,071,787 980,231 PWE 159,297 16.3% 20%
1,294,216 1,071,787 980,231 OSY 947,615 96.7% 75%
0103 2018 37502 WIOA - Adult - 2018 7/1/2018 6/30/2020 1,630,544 1,630,544 ITA State 1,038,772 63.7% 30%
0104 2019 38285 WIOA - Adult - 2019-2021 7/1/2019 6/30/2021 1,354,050 1,008,183 812,951 ITA State 702,112 86.4% 30%
0203 2018 37478 WIOA - Dislocated Worker - 2018 7/1/2018 6/30/2020 1,829,952 1,829,952 ITA State 1,024,444 56.0% 30%
0204 2019 38309 WIOA - Dislocated Worker - 2019-2020 7/1/2019 6/30/2021 1,823,223 605,748 540,910 ITA State 373,997 69.1% 30%
83% through the Fiscal year as of 4/30/20
2019-2020 Fiscal YearTotal Grant
64646464
Information Item 3 Insurance Update
Information Hub International, the Insurance Broker, marketed our business and obtained quotes for business insurance renewals effective July 1, 2020.
1. Remain with current program providers2. Florida Insurance Trust
The 2020-2021 Planning Budget was prepared in April and approved at the May 20, 2020 Board meeting.
Included also is the Summary of Insurance Loss Runs. Fiscal year activity includes:
1. Claims of $130,418 were paid on Cyber Policy related to forensics review, post-breechremediation, legal fees, etc. associated with cyber-attack in October 2019.
2. Two Workers’ Compensation claims totaling $3,138.a. One employee jumped out of chair to assist another person; strained knee.b. One employee had rash on left arm.
3. One claim recently paid out for settlement of whistleblower suit; not included on lossrun report.
Conclusion: CareerSource Pinellas bound insurance effective July 1, 2020 at rates in the table above.
Expiring Final Budget2019-2020 2020-2021 2020-2021 Variance
Commercial Property 3,673 4,873 15,000 10,127 Commercial Package 29,280 27,938 35,000 7,062 Commercial Umbrella 11,187 10,186 12,500 2,314 Commercial Crime 4,696 5,268 5,500 232 Mgmt Liability 20,680 5,216 22,000 16,784 Cyber 5,095 6,665 25,000 18,335 Auto 7,916 6,573 8,000 1,427 Workers' Comp 52,165 41,952 43,183 1,231
134,692$ 108,672$ 166,183$ 57,511$
65656565
Coverage Insurer Policy Number Effective Date Expiration Date Limits of Coverage Deductible
Commercial Property Lexington Insurance Company 41-LX027570035-2 6/30/2020 7/01/2021
13805 58th Ave St. N #2-140
Clearwater FL
Business Personal Property $53,100 All Other Perils $1,000
Windstorm & Hail $25,000
2312 Gulf to Bay Blvd Clearwater FL Business Personal Property $376,625 All Other Perils $1,000
Windstorm & Hail $25,000
682 E Klosterman Road
Tarpon Springs FL
Business Personal Property $5,000 All Other Perils $1,000
Windstorm & Hail $25,000
3420 8th Avenue South St.
Petersburg, FL
Business Personal Property $276,505 All Other Perils $1,000
Windstorm & Hail $25,000
3815 43rd Street North
St. Petersburg, FL
Business Personal Property $100,000 All Other Perils $1,000
Windstorm & Hail $25,000
Commercial Package AmGUARD Insurance Company C1GP101052 6/30/2020 7/01/2021
Electronic Data &
Equipment
13805 58th Ave St. N #2-140
Clearwater FL
Computer Equipment: $50,000 $ 250
2312 Gulf to Bay Blvd Clearwater FL Computer Equipment: $208,856 $ 250
682 E Klosterman Road
Tarpon Springs FL
Computer Equipment: $5,000 $ 250
3420 8th Avenue South St.
Petersburg, FL
Computer Equipment: $186,200 $ 250
3815 43rd Street North
St. Petersburg, FL
Computer Equipment: $40,000 $ 250
Electronic Data Media All Locations $ 10,000 $ 250
General Liability General Aggregate Per Location $ 3,000,000
Products and Completed
Operations Aggregate
$ 3,000,000
Personal and Advertising Injury $ 1,000,000 None
Each Occurrence $ 1,000,000 None
Damage to Premises Rented to You
(Any one premises)
$ 1,000,000 None
Medical Expenses/Medical
Payments Any One Person
$ 20,000 None
Employee Benefits Liability
Aggregate (Claims Made Policy
Form/Retro Date 6/10/2014)
$ 1,000,000 $ 1,000
Sexual or Physical Abuse
Liability (Occurrence
Form)
Each Act of Sexual or Physical
Abuse
$ 1,000,000 None
Aggregate $ 1,000,000
Commercial Umbrella AmGUARD Insurance Company C3GP100459 6/30/2020 7/01/2021
Each Occurrence $ 3,000,000 Coverage B - $10,000 (Applies when underlying
insurance does not cover exposure but Umbrella
policy does.)
$ 4,873.45
$ 27,938.00
WorkNet Pinellas, Inc.
Policy Register
Annual Premium Taxes &
Fees
$ 10,186.00
1 of 3 7/7/202066 666666
Coverage Insurer Policy Number Effective Date Expiration Date Limits of Coverage Deductible
WorkNet Pinellas, Inc.
Policy Register
Annual Premium Taxes &
Fees
Aggregate $ 3,000,000
Commercial Crime Hanover Insurance Company 787217 7/01/2020 7/01/2023 3 Year Policy Term/Annual Installment
Premium Shown
Limits reinstated annually Crime Employee Theft $ 1,000,000 $ 5,000
ERISA Fidelity $ 1,000,000 $ 5,000
Client Property $ 1,000,000 $ 5,000
Forgery or Alteration $ 1,000,000 $ 5,000
Premises Coverage $ 1,000,000 $ 5,000
Transit Coverage $ 1,000,000 $ 5,000
Computer Fraud $ 1,000,000 $ 5,000
Computer Crime Restoration
Expense
$ 150,000 $ 5,000
Funds Transfer Fraud $ 1,000,000 $ 5,000
Credit, Debit or Charge Card Fraud $ 1,000,000 $ 5,000
Money Orders and Counterfeit
Money
$ 1,000,000 $ 5,000
Personal Accounts Protection -
Forgery or Alteration
$ 1,000,000 $ 5,000
Personal Accounts Protection-
Identity Fraud Reimbursement
$ 50,000 $0
Investigative Expense $ 150,000 $0
Management Liability Hanover Insurance Company 787217 7/01/2020 7/01/2023 3 Year Policy Term/Annual Installment
Premium Shown
Limits reinstated Annually Directors & Officers
Liability
Maximum Policy Aggregate $ 1,000,000 A) Individual Non-Indemnified Claim $0
B) Individual Indemnified Claim $1,000
C) Entity Claim $1,000
Directors & Officers
Liability
Additional Limit for Executives $ 1,000,000 $ 1,000
Employment Practices
Liability
Maximum Policy Aggregate $ 1,000,000 $ 1,000
Fiduciary Liability Maximum Policy Aggregate $ 1,000,000 $0
All Coverage Parts Separate Defense Expense Limit $ 1,000,000 $ 1,000
Commercial Auto Auto-Owners Insurance Company 4811881402 7/01/2020 7/01/2021
$ 5,268.00
$ 5,216.00
$ 6,573.08
2 of 3 7/7/202067 676767
Coverage Insurer Policy Number Effective Date Expiration Date Limits of Coverage Deductible
WorkNet Pinellas, Inc.
Policy Register
Annual Premium Taxes &
Fees
Liability Bodily Injury and Property Damage
Combined Single Limit Each
Accident
$ 1,000,000
Uninsured Motorists Each Person/Each Accident $ 1,000,000
Medical Payments Each Person Medical -
Non-emergency Death
Benefits Each Person
$ 5,000
Personal Injury
Protection
Each Person Medical -
Non-emergency Death
Benefits Each Person
$10,000
$2,500
$5,000
Comprehensive for
Scheduled Autos
2009 Ford #53259
2017 Chev #38122
Actual Cash Value $ 250
Collision for Scheduled
Autos
2009 Ford #53259
2017 Chev #38122
Actual Cash Value $ 500
Cyber/Privacy/Network Security
Liability
Houston Casualty Company H20NGP202299-00 7/01/2020 7/01/2021
Maximum Policy Aggregate $ 1,000,000 $10,000 Each Claim/$30,000 Aggregate
Business Interruption 2 Weeks Waiting Period/6
Months Period of Indemnity
Workers' Compensation FCCI Insurance Company 001WC19A78562 7/01/2020 7/01/2021 Coverage A - Workers' Compensation -
Statutory
Code 8864 Social Svcs $ 3,900,000 Coverage B - Employer's Liability
$500,000 Each Accident
$500,000 Disease - Policy Limit
$500,000 Disease - Each Employee
TOTAL PREMIUM $ 108,671.85
$ 41,952.00
$ 6,665.32
3 of 3 7/7/202068686868
Named Insured: WorkNet Pinellas, Inc.
Property
Policy Effective Insurance Valuation Policy #Closed # Open Total # Historical Loss
(mm/dd/yy) Carrier Date Number Claims Claims Claims Paid Reserve Total Premium Ratio
6/30/19-7/1/20 Lexington 6/11/2020 41-LX-027570035-1 0 0 0 $0 $0 $0 $11,039 0%
7/1/18-6/30/19 Lexington 6/11/2020 41-LX-027570035-0 0 0 0 $0 $0 $0 $18,879 0%
7/1/17-18 Lexington 6/11/2020 41-LX-06641923-11 0 0 0 $0 $0 $0 $17,184 0%
7/1/16-17 Lexington 6/11/2020 41-LX06641923-10 0 0 0 $0 $0 $0 $15,419 0%
7/1/15-16 Lexington 41-LX02285322-35 0 0 0 $0 $0 $0 $14,550 0%
Total Claims 0 0 0 $0 $0 $0 $77,071 0%
Average 0 0 0 $0 $0 $0 $15,414 0%
Electronic Data Processing Equipment
Policy Effective Insurance Valuation Policy #Closed # Open Total # Historical Loss
(mm/dd/yy) Carrier Date Number Claims Claims Claims Paid Reserve Total Premium Ratio
6/30/19-7/1/20 New Hampshire 6/11/2020 01-LX-027570034-1 0 0 0 $0 $0 $0 $6,407 0%
7/1/18-6/30/19 New Hampshire 6/11/2020 01-LX-027570034-0 0 0 0 $0 $0 $0 $5,849 0%
7/1/17-18 New Hampshire 6/11/2020 01-LX -066419229-1 0 0 0 $0 $0 $0 $1,631 0%
7/1/16-17 Granite State 6/11/2020 02-LX-066419229-0 0 0 0 $0 $0 $0 $6,904 0%
7/1/15-16 New Hampshire 01-LX-000393418-11 0 0 0 $0 $0 $0 $3,869 0%
Total Claims 0 0 0 $0 $0 $0 $24,660 0%
Average 0 0 0 $0 $0 $0 $4,932 0%
Commercial General Liability
Policy Effective Insurance Valuation Policy #Closed # Open Total # Historical Loss
(mm/dd/yy) Carrier Date Number Claims Claims Claims Paid Reserve Total Premium Ratio
6/30/19-7/1/20 New Hampshire 6/11/2020 01-LX-027570034-1 0 0 0 $0 $0 $0 $26,222 0%
7/1/18-6/30/19 New Hampshire 6/11/2020 01-LX-027570034-0 0 0 0 $0 $0 $0 $29,920 0%
7/1/17-18 New Hampshire 6/11/2020 01-LX -066419229-1 1 0 1 $0 $0 $0 $24,192 0%
7/1/16-17 Granite State 6/11/2020 02-LX-066419229-0 0 0 0 $0 $0 $0 $19,337 0%
7/1/15-16 New Hampshire 01-LX-000393418-11 0 0 0 $0 $0 $0 $18,398 0%
Total Claims 1 0 1 $0 $0 $0 $118,069 0%
Average 0 0 0 $0 $0 $0 $23,614 0%
Commercial Auto
Policy Effective Insurance Valuation Policy #Closed # Open Total # Historical Loss
(mm/dd/yy) Carrier Date Number Claims Claims Claims Paid Reserve Total Premium Ratio # Units
7/1/2019-20 Auto-Owners 6/16/2020 48-118814-02 0 0 0 $0 $0 $0 $7,589 0% 2
8/14/18-7/1/2019 Auto-Owners 6/16/2020 48-118814-00 0 0 0 $0 $0 $0 $9,017 0% 3
8/14/17-18 Auto-Owners 6/16/2020 48-118814-00 0 0 0 $0 $0 $0 $8,705 0% 3
8/14/16-17 Auto-Owners 6/16/2020 48-118814-00 1 0 1 $312 $0 $312 $8,100 4% 3
8/14/15-16 Auto-Owners 6/16/2020 48-118814-00 0 0 0 $0 $0 $0 $3,018 0% 1
Total Claims 1 0 1 $312 $0 $312 $36,429 1%
Average 0 0 0 $62 $0 $62 $7,286 1%
1 of 2 07 07 2069 696969
Umbrella Liability
Policy Effective Insurance Valuation Policy #Closed # Open Total # Historical Loss
(mm/dd/yy) Carrier Date Number Claims Claims Claims Paid Reserve Total Premium Ratio Limit
6/30/19-7/1/20 National Union Fire (AIG) 6/11/2020 29-UD-062840214-3 0 0 0 $0 $0 $0 $11,187 0% $3,000,000
7/1/18-6/30/19 National Union Fire (AIG) 6/11/2020 29-UD-062840214-2 0 0 0 $0 $0 $0 $9,843 0% $3,000,000
7/1/17-18 National Union Fire (AIG) 6/11/2020 29-UD-062840214-1 0 0 0 $0 $0 $0 $7,251 0% $3,000,000
7/1/16-17 National Union Fire (AIG) 6/11/2020 29-UD-062840214-0 0 0 0 $0 $0 $0 $6,645 0% $3,000,000
7/1/15-16 New Hampshire (AIG) 01-UD -066145335-5 0 0 0 $0 $0 $0 $7,081 0% $3,000,000
Total Claims 0 0 0 $0 $0 $0 $42,007 0%
Average 0 0 0 $0 $0 $0 $8,401 0%
Workers' Compensation
Policy Effective Insurance Valuation Policy #Closed # Open Total # Historical Loss
(mm/dd/yy) Carrier Date Number Claims Claims Claims Paid Reserve Total Premium Ratio Payroll Exp Mod
7/1/19-20 FCCI 6/15/2020 001WC19A78562 2 0 2 $3,138 $0 $3,138 $50,519 6% $4,650,138 0.74
3/24/19-7/1/19 FCCI 6/15/2020 001WC19A68168 2 0 2 $1,692 $0 $1,692 $13,257 13% $1,112,162 0.78
3/24/18-19 FCCI 6/15/2020 001WC18A68168 5 0 5 $3,476 $0 $3,476 $79,630 4% $8,115,226 0.62
3/24/17-18 FCCI 6/15/2020 001WC17A68168 5 0 5 $112,499 $0 $112,499 $155,907 72% $13,969,692 0.67
3/24/16-17 FCCI 6/15/2020 001WC16A68168 7 0 7 $25,784 $0 $25,784 $142,764 18% $14,930,209 0.62
3/24/15/16 FCCI 6/15/2020 001WC15A68168 4 0 4 $25,314 $0 $25,314 $145,636 17% $13,970,141 0.69
Total Claims 25 0 25 $171,903 $0 $171,903 $587,713 29%
Average 4 0 4 $28,651 $0 $28,651 $97,952 29%
Cyber Liaiblity
Policy Effective Insurance Valuation Policy #Closed # Open Total # Historical Loss
(mm/dd/yy) Carrier Date Number Claims Claims Claims Paid Reserve Total Premium Ratio
7/1/2019 Lloyd's 6/18/2020 1119567 0 1 1 $130,418 $0 $130,418 $4,673 2791%
9/19/2018-7/1/2019 Lloyd's 6/18/2020 WN163564 0 0 0 $0 $0 $0 $3,650 0%
Coverage Not Purchased
Total Claims 0 1 1 $130,418 $0 $130,418 $8,323 1567%
Average 0 1 1 $65,209 $0 $65,209 $4,162 1567%
Crime
Policy Effective Insurance Valuation Policy #Closed # Open Total # Historical Loss
(mm/dd/yy) Carrier Date Number Claims Claims Claims Paid Reserve Total Premium Ratio
7/1/2019-20 Hiscox Ins Co. 6/11/2020 UC24192245.19 0 0 0 $0 $0 $0 $4,696 0%
7/1/18-19 Federal Ins Co 6/12/2020 8250-1459 0 0 0 $0 $0 $0 $2,060 0%
7/1/17-18 Federal Ins Co 6/12/2020 8250-1459 1 0 1 $9,700 $0 $9,700 $1,948 498%
7/30/16-7/1/17* Travelers Indemnity 6/11/2020 105640297 0 0 0 $0 $0 $0 $0 #DIV/0!
7/1/15-7/30/16* Travelers Indemnity 6/11/2020 105640297 0 0 0 $0 $0 $0 $0 #DIV/0!
Total Claims 1 0 1 $9,700 $0 $9,700 $8,704 111%
Average 0 0 0 $1,940 $0 $1,940 $1,741 111%
Management Liability
Policy Effective Insurance Valuation Policy #Closed # Open Total # Historical Loss
(mm/dd/yy) Carrier Date Number Claims Claims Claims Paid Reserve Total Premium Ratio
7/1/19-20 RSUI Indemnity 6/11/2020 NPP682273 0 0 0 $0 $0 $0 $20,680 0%
7/1/18-19 Federal Ins Co 6/12/2020 8250-1459 1 1 2 $173,441 $0 $173,441 $7,899 2196%
7/1/17-18 Federal Ins Co 6/12/2020 8250-1459 2 0 2 $29,511 $0 $29,511 $7,899 374%
7/30/16-7/1/17 Travelers Indemnity 6/11/2020 105640297 3 0 3 $65,567 $0 $65,567 $9,905 662%
7/1/15-7/30/16 Travelers Indemnity 6/11/2020 105640297 0 0 0 $0 $0 $0 $10,624 0%
Total Claims 6 1 7 $268,519 $0 $268,519 $57,007 471%
Average 1 0 1 $53,704 $0 $53,704 $11,401 471%
*Premium included in Management Liability premium below.
2 of 2 07 07 2070707070
Information Item 4
Independent Accountants’ Report on Applying Agreed-Upon Procedures
The audit firm of Powell & Jones, CPAs has completed their review of the Agreed-Upon
Procedures for the six-months ended June 30, 2018 and submitted their report in April
2020. Enclosed is a copy of the report for the Audit Committee’s review.
71717171
WORKNET PINELLAS, INC.
INDEPENDENT ACCOUNTANTS’ REPORT
ON APPLYING AGREED-UPON PROCEDURES
August 20, 2019
72 7272721
INDEPENDENT ACCOUNTANTS’ REPORT
ON APPLYING AGREED-UPON PROCEDURES
August 20, 2019
To the Board of Directors and
Management of WorkNet Pinellas, Inc.
We have performed the procedures enumerated below, which were agreed to by the Management
of WorkNet Pinellas, Inc. (CareerSource Pinellas) solely to assist you in determining whether
CareerSource Pinellas staff are complying with established internal control policies and
procedures, as well as applicable federal and state, laws and regulations. CareerSource Pinellas is
responsible for the establishment and maintenance of effective internal controls over financial
reporting and the safeguarding of assets. This agreed-upon procedures engagement was
conducted in accordance with attestation standards established by the American Institute of
Certified Public Accountants. The sufficiency of these procedures is solely the responsibility of the
parties specified in this report. Consequently, we make no representation regarding the sufficiency
of the procedures described below either for the purpose for which this report has been requested
or for any other purpose.
The procedures and the associated findings are as follows:
OUR PROCEDURES AND FINDINGS
1. Benefit Stipends
Overview
CareerSource Pinellas offers health and welfare benefits through the “WorkNet Pinellas
Employee Benefit Plan”, a cafeteria plan under IRS Code Section 125 to eligible employees
that are regularly scheduled to work 30 or more hours per week. Eligibility for these
benefits begins the first of the month following the completion of a 30-day waiting period.
CareerSource Pinellas provides employees with a percentage of their salary approved by
the Board to purchase health and welfare benefits. Currently, the Organization provides a
benefit stipend equal to 28 percent of the employee's eligible earnings. ADP, the payroll
provider, automatically calculates the 28 percent for each bi-weekly payroll period and adds
the benefit to each employee’s biweekly pay. Any portion of the stipend not used for health
benefits is added to the employee’s taxable earnings.
73 7373732
Our Procedures
We obtained the following documents:
Excerpt from employee handbook describing the benefit stipend.
Form 5500, “Annual Return/Report of Employee Benefit Plan” filed for the cafeteria
plan for 2016.
Pay period dates for the fiscal years ending June 30, 2018 and 2019.
Salary reconciliation reports for the pay periods selected by our auditors to be
tested.
Documentation of approved annual salaries of the employees selected by the
auditors.
Using the above resources, we performed the following procedures:
A sample of (20) employees was selected including (3) newly hired employees and
(17) other employees.
We reviewed the annual salary report for each employee selected to confirm that
the gross pay and benefit stipend was calculated correctly.
We examined the cafeteria plan health benefits selected by the employee to verify
that FICA and Medicare taxes were calculated correctly, and then compared our
calculations to the ADP calculations.
Findings
(1) From our review of the annual salary report we found that one employee received a gift
card of $325 for referral incentives which was allowed under the board policy at the
time of the receipt. However, the payroll record indicates pay of $461.97 with taxes
being deducted to arrive at $325, which means that the FICA and Medicare taxes were
calculated at the $461.97 rate. Only $125 of the $325 incentive documentation was
available.
(2) Upon reviewing Employee action forms, we found that one of the selected employee
received a paycheck at an increased salary rate that was not approved until the
following pay period.
2. Non-elective Contributions (NEC) to Pension Plan
Overview
CareerSource Pinellas offers employee access to WorkNet Pinellas, Inc. 401(k) Plan
retirement plan. Employees are eligible to enroll after completing six months of
employment. CareerSource Pinellas currently makes payments of 5 percent of their eligible
earnings on a bi-weekly payroll basis. ADP automatically calculates the 5 percent for each
bi-weekly payroll period and deposits the contributions to the retirement plan.
74 7474743
Our Procedures
We obtained the following documents:
Excerpt from employee handbook describing the retirement plan contributions.
Pay period dates for the fiscal year-ending June 30, 2018 and 2019.
Salary reconciliation reports for the pay periods selected by our auditors to be
tested
Documentation of approved annual salaries of the employees selected by the
auditors.
Selected employees' 401(k) individual accounts reflecting deposit of the NEC.
Using the above resources, we performed the following procedures:
A sample of (20) employees was selected including (3) newly hired employees and
(17) other employees.
We recalculated the bi-weekly gross pay to confirm that the calculated NEC and
then compared our calculations to the ADP calculations.
We reviewed the employees’ individual 401(k) accounts to confirm that the
calculated NEC was deposited in their account.
Our Findings
We found that the calculated NEC for one of the selected employee was based on a higher
rate which was not in effect until the following pay period.
3. Supportive Service Cards
Overview
CareerSource Pinellas utilizes supportive service cards (Visa cash cards and gas cards) as
components of providing eligible supportive services to its eligible participants. This
practice is specifically authorized in federal regulations relating to the Workforce Innovation
and Opportunity Act (WIOA), Welfare Transition, and other grant-funded training programs.
Such programs are also widely used by other Workforce Boards in Florida and across the
country.
Objective
We were asked to review the policies and procedures in place relating to the receipt,
distribution, issuance, monitoring and storage of the supportive service cards and to verify
compliance with the written procedures regarding these cards.
75 7575754
Our Procedures
We obtained the written CareerSource Pinellas policies relating to the administration of the
supportive services card program. We reviewed these policies and procedures for
compliance with the Welfare Transition and WIOA requirements regarding the utilization of
supportive service cards. We also reviewed the established procedures relating to internal
controls over this process.
We selected a sample of the cards issued to participants consisting of 46 payments over
the year period. We requested backup documentation relating to these participants to
verify that the cards issued were in compliance with the policies of CareerSource Pinellas
and the federal regulations.
Our Findings
Based upon our procedures we found the following:
The documentation maintained for supportive services cards issued to participants
in our sample was adequate to support eligibility for the cards.
The policies and procedures relating to the accountability and custody of the cards
are detailed and comprehensive and are substantially complied with in practice.
4. Use of Corporate Credit Cards by Staff
Objective
Our objective was to determine if CareerSource Pinellas’ credit card activities adhered to
applicable policies and procedures.
Documents Provided Us
Credit card statements including supporting documentation for all charges for the months
of January and April, 2019.
Our Procedures
We reviewed all transactions listed on the credit card statements for reasonableness and
identified specific transactions for further allowability testing. We then reviewed supporting
documentation to determine if Finance maintained approval documentation/authorization
for the transactions.
Our Findings
We had no reportable findings or exceptions associated with the credit cards based upon
the two months selected.
76 7676765
5. Employee Expense Reports
Overview
CareerSource Pinellas reimburses employees for out of town and local business travel
expenditures in accordance with its Policy and state and local law. Currently, mileage is
reimbursed at the State of Florida specified maximum rate of $0.445 per mile. Meals are
reimbursed based on the federal per diem rates in effect. Employee travels due to work-
related meetings and trainings required for their position. Employees are expected to spend
within reasonable amounts using the most economical means of transportation and
accommodation.
Objective
Determine if CareerSource Pinellas travel activities adhered to its policies.
Our Procedures
We selected 10 transactions from the detailed consolidated listing of travel expense for the
period January through June, 2019. The selected transactions back-up documentation was
reviewed to make sure it is authorized and approved by CEO (or designee). Authorization
and approval of payment/reimbursement of travel expenses were based on the official
business of CareerSource Pinellas.
Our Findings
Based upon our review of the sample of travel transactions, we found that the transactions
are in adherence with CareerSource Pinellas procurement policies.
CONCLUSION
We were not engaged to and did not conduct an audit, the objective of which would be the
expression of an opinion on compliance with established internal control policies and
procedures, as well as applicable federal and state laws and regulations. Accordingly, we
do not express such an opinion. Had we performed additional procedures, other matters
might have come to our attention that would have been reported to you.
This report is intended solely for the information and use of the Board of Directors and
Management of WorkNet Pinellas, Inc., and is not intended to be, and should not be, used
by anyone other than these specified parties. We do acknowledge that this report is a
public record via Florida Law.
POWELL & JONES
Certified Public Accountants
August 20, 2019
77 7777776
Training Provider
Customer
Training
Approved
Spending (if
required) Remaining
# of
Participants Avg/ Per Part
Access Computer Training (Hillsborough)
Adam's State University 8,174$ 1 8,174$
American Manufacturing Skills Initiative (AmSkills) -
American Red Cross 117 1 117
ATA, Career Institute of Florida, ( Hernando) -
BizTech Learning Centers, Inc., ( Pinellas) 5,000 1 5,000
Brewster Technical Center
Center for Technology Training 38,990 8 4,874
Central Florida Heat and Frost Insulators J.A.C. (RA)
Computer Coach Training 214,795 44 4,882
Concorde Career Institute, (Hillsborough) 5,000 1 5,000
Eckerd College -
Florida School of Traditional Midwifery, (Alachua)
Galen College of Nursing, (Pinellas) 277,069 77 3,598
Goodwill Industries - Suncoast * 8,660 50,000 41,340 22 394
Hillsborough Community College
IEC- Independent Electrical Contractors, FAAC
International Union of Operating Engineers (RA)
Ironworkers (RA) *
JATC - Tampa Area Electrical JATC, (Hillsborough), FAAC (RA) * 66,424 100,000 33,576 50 1,328
Jersey College, ( Hillsborough) 44,466 10 4,447
Keiser University 11,842 3 3,947
LaSalle Computer Learning Center, (Hillsborough)
Learning Alliance Corporation
Masonry (RA)
National Aviation Academy, (Pinellas) 152,365 39 3,907
New Horizon Computer Learning Center, (Hillsborough) 645,714 130 4,967
Pinellas Ex-Offender Re-Entry Coalition * 24,400 50,000 25,600 61 400
Pinellas Technical Education Centers * 163,195 300,000 136,805 60 2,720
Plumbers and Pipefitters and HVAC, local union 123 (RA) * 100,000 100,000
Rasmussen College 4,690 1 4,690
Refrigeration & Air Conditioning Contractors (RACCA) (RA)
Roadmaster Drivers School, Inc., (Hillsborough) 15,000 3 5,000
RV Training Center, (Pinellas)
Schiller International University, (Pinellas)
Science and Technology Education Innovation Center, (Pinellas)
Southern Technical Institute, Pinellas Park, (Pinellas) 2,071 2 1,036
St. Petersburg College * 359,146 650,000 290,854 203 1,769
Sullivan Cogliano Training Centers,(Miami-Dade)
Tampa Truck Driving School, Inc. 15,000 3 5,000
The Bernd Group 3,000 1 3,000
Ultimate Medical Academy (Hillsborough) Online Only
Ultimate Medical Academy (Pinellas) * 167,956 250,000 82,044 32 5,249
University of Illinois 15,096 1 15,096
University of South Florida / Innovative Education, SACS 43,300 18 2,406
Utica College -
Webster University 15,646 1 15,646
Total 2,291,469$ 773 2,964$
* Contracts required two-third board approval.
Note: Amounts above represent disbursements made to training providers during time period.
Information Item 5
CareerSource Pinellas
Training Provider Spending
For the period July 1, 2019 - May 31, 2020
78 787878
OJT Provider
Work-based
Learning
Spending
Approved
Spending (if
required) Remaining
# of
Participants
Avg./ Per
Part
Prior Year
Spending
Advance Tool Company 2,880$
AECI 2,276
Allen's Plumbing, Inc. 360$ 1 360$ 713
American Strategic Insurance 22,150
Anondyne Therapy, LLC 3,560
APEDF 2,351
APG Electric, Inc. 24,933
Awning Works, Inc. 9,987
Bausch & Lomb 24,418
Bert Smith Oldsmobile, Inc. 2,230$ 1 2,230$ -
Bouchard Insurance 7,998
CCS Medical 2,448
Cloud Guru LLC dba Marketopia 1,740$ 1 1,740$ 3,094
Commercial Electrical Contracting 1,694
ConnectYourCare, LLC 2,949
Construction Resources Group, Inc. 2,720$ 1 2,720$ -
Crown Auto Dealerhips Inc dba Crown Buick GMC 1,623
Dosatron International Inc. 12,915
E*Star Electric, Inc. 3,428
e-TeleQuote Insurance, Inc. 7,318
EEI Manufacturing Services 3,081
Freedom Metal Finishing 3,987
Hospice of Florida Suncoast 3,556$ 1 3,556$ -
Independent Administrative Services, LLC 6,079
ION Labs, Inc. 18,090
ITX Learning Partners, LLC 12,968
Lincare Inc. 13,818
On Top of The World 1,964
Parallon Business Performance Group 3,873
PDR Certified Public Accountants 4,356
Pinellas County School Board 1,458
Piper Fire Protection 8,000
Ruhl Enterprises, Inc. 2,627
Salvo Technologies, Inc. 2,879
School Board of Pinellas County 50,000$ 50,000 -
St. Luke's Cataract & Laser Institute 33,545
St. Mark Village, Inc. 5,959
St. Petersburg Kennel Club, Inc. dba Derby Lane 2,615
The Bernd Group 3,000$ 1 3,000$ -
Thinkdirect Marketing 2,555
Trinity Services Group 24,233
Universal Solutions Group, LLC 2,437
West Pharmaceutical Services (SP) 4,502
Total 13,606$ 6 2,268$ 295,759$ Note: All but $2,330.32 accrued at 6/30/19
CareerSource Pinellas
Work-based Learning Spending
For the period July 1, 2019 - May 31, 2020
Information Item 6
79 797979
Information Item 7
Monitoring Review Update
1. DEO Programmatic Monitoring
2. OSO Internal Monitoring
3. DEO Financial Compliance Monitoring
4. USDOL Compliance Review
80 808080
Timeline
DEO Programmatic Monitoring
July 1, 2016 – June 30, 2020
In January 2018, the Department of Economic Opportunity (DEO) completed the on-site PY’17
Programmatic Monitoring Review for the period of 7/1/2016-9/30/17, and in June 2019, completed the on-site PY’18 Program Monitoring Review for the period of 10/1/2017 – 3/31/2019.
Because of the impending audits and/or compliance reviews by the United States Department of Labor (USDOL) Employment and Training Administration (ETA), issuance of DEO’s
programmatic monitoring report was held in abeyance pending completion of USDOL’s review.
The USDOL compliance report detailing the results of the USDOL review was issued on May 15, 2019.
In December 2019, DEO issued the Final Report for the monitoring conducted for the period of 7/1/2016 – 3/31/2019 spanning a total of 2 years and 8 months. The final report included 20 Findings and 9 Other Non-compliance issues. CareerSource Pinellas responded by submitting a Corrective Action Plan (CAP), in February 2020, within the required 30 days. The Corrective Action Plan included over 30 exhibits and/or attachments, a request for DEO technical assistance and guidance, as well as DEO approval of policies that would guide program planning and procedures. To date CareerSource Pinellas has not received a response to the Corrective Action Plan.
The DEO on-site PY’19 programmatic Monitoring Review is scheduled for May 11, 2020 through Tuesday May 19, 2020 for the period of 4/1/2019 through 3/31/2020.
The completed Review, Preliminary Results and comments were submitted to DEO on June 4, 2020. We are waiting for the final report from DEO.
January
2018
DEO Monitoring 7/1/2016 -
9/30/17
June
2019
DEO Monitoring 10/1/2017 - 3/31/2019
December
2019
DEO Monitoring Final Report
Issued 7/1/2016 - 3/31/2019
February
2020
CSPIN Submitted to
DEO Corrective Action Plan
(CAP) 7/1/2016 -
3/31/2019
Pending DEO
Response to CSPIN's CAP 7/1/2016-
3/3/1/2019
May
2020
DEO
4/1/2019 - 3/31/2020
June
2020
CSPIN Submitted to DEO June 4,
2020
81 818181
Timeline
One-Stop Operator (OSO)
Internal Monitoring
The One Stop Operator conducted an internal monitoring review in December 2019 for the period of 1/1/2019-11/30/2019. The monitoring outlined several areas for review. There were several questions concerning the interpretation of policy. Based on these questions, CareerSource Pinellas and the One-Stop Operator met to review process and procedures. As a result of this meeting, the One-Stop Operator agreed to work with CareerSource Pinellas to update and review policy, procedures and to assist with updating desk guides. The One-Stop Operator resubmitted the monitoring review report in April 2020. CareerSource Pinellas is in the process of reviewing and will provide a response within 30 days.
December 2019
OSO Internal
Monitoring 1/1/2019 -
11/30/2019
January 2020
OSO Internal Monitoring
Report Issued 1/1/2019 -
11/30/2019
February 2020
CSPIN/OSO Conference to discuss process
alignment
April 2020
OSO Internal
Monitoring Revised
Report Issued 1/1/2019 -
11/30/2019
Pending CSPIN's
Corrective Action Plan (CAP) CSPIN 1/1/2019 -
11/30/2019
June 2020
OSO Monitoring 1/1/2020-4/30/2020
May 2020
Conference call
scheduled for May 20, 2020
82 828282
Timeline
DEO Financial Compliance Monitoring
July 1, 2017 – June 30, 2020
In April 2018, the Department of Economic Opportunity (DEO) completed the onsite PY’17 Financial Compliance Monitoring Review for the period of 7/1/2017-3/3/1-2018, and in June 2019, completed the onsite PY’18 Financial Compliance Monitoring Review for the period of 4/1/2018 – 3/3/12019. On August 23, 2019, the DEO issued the final monitoring report for the monitoring conducted for the period of 7/1/2016 – 3/31/2019 spanning a period of 2 years and 8 months. The final report included seven observations and seven technical assistance items. Half of the items pertained to the 2017-2018 monitoring period and half pertained to the 2018-2019 monitoring period. All observations and technical assistance items noted in the report have been addressed.
The DEO PY’19 Financial Compliance Monitoring Review was completed remotely in June 2020 for the period of 4/1/2019 through 3/31/2020. DEO will be preparing a report of their observations.
April 2018
DEO Monitoring 7/1/2017 -
3/31/18
June 2019
DEO Monitoring
4/1/18 - 3/31/2019
August 2019
DEO Monitoring Final Report
Issued 8/23/19
June 2020
DEO
4/1/2019 - 3/31/2020
83 838383
Timeline
USDOL Compliance Review
USDOL/ DEO Compliance Review Background: CareerSource Pinellas received the U.S. Department of Labor Employment and Training Administration (USDOL/ETA) Compliance Review of CareerSource Tampa Bay (CSTB) and Career Source Pinellas (CSPIN) on May 16, 2019. The report was submitted to Ken Lawson Executive Director Florida Department of Economic Opportunity (DEO) and was issued by the Atlanta Regional Office on May 15, 2019. On June 28, 2019, the Florida Department of Economic Opportunity (DEO) submitted to the U.S. Department of Labor, Employment and Training Administration (ETA), Atlanta Regional Office, responses to the Findings contained in the ETA’s May 15, 2019 report of the Compliance Review. On October 14, 2019, USDOL/ETA issued a letter of response to DEO. USDOL/ETA acknowledged DEO efforts to begin to implement many of the corrective actions that are required to resolve the Findings. However, as reflected in the Compliance Review Report, the documentation provided and corrective actions taken to date are insufficient to fully address the required actions in the Findings. As a result, 16 of the 17 Findings remain unresolved. In response, DEO submitted supplemental information. The supplemental information was due to DEO for review on or before November 12, 2019. DEO reviewed this information to provide a written response to USDOL/ETA as required by November 28, 2019. In December, DEO submitted a request for technical assistance to the USDOL. It is anticipated, the USDOL/DEO will provide information to the Local Workforce Development areas upon completion of the requested technical assistance. DEO was tasked by DOL to establish RFP for outside monitoring agency to review all OJT payments for PY 16-17.
84 848484
Information Item 8
Annual Performance Evaluation
On May 20, 2020, the Board of Directors approved the performance merit increase of 0% to 5% of base salary determined by the individuals overall rating on his/her annual evaluation. The annual performance evaluations are to be completed for each staff on a program year basis, from July 1 to June 30. A copy of the draft PY 2020-2021 performance evaluation form was attached to the action item. For clarification, the PY 2019-2020 evaluation form is the document to be utilized for July 1, 2019 – June 30, 2020, also attached.
85
Action Item 6
Annual Performance Evaluation
On April 3, 2019 the Board of Directors approved annual performance evaluations to be completed for each staff on a program year basis, from July 1 to June 30. It was agreed it was better to evaluate staff performance over the course of a program year.
The annual performance review process typically accompanies a merit increase, cost of living increase and /or a performance evaluation stipend, or depending on funding, consideration may be given to forgoing an increase.
For the past four performance periods the Board has approved a performance evaluation stipend payable in one lump sum in lieu of base salary increase. The range for the one-time stipend was from 0% to 5% of the employee’s base salary determined by the individual’s overall rating on his/her annual performance evaluation.
There are a total of 59 current CareerSource Pinellas employees. Two of these employees are over the maximum range: One is $164 over (Coordinator) and the other is $3500 over (Instructor) over the maximum, due to tenure and experience respectively. The salary ranges, including those at minimum, mid-point and maximum, were approved by the Board of Directors at the June 5, 2019 meeting as part of the Comprehensive Salary Review.
Mint
Recommendation Approval for a performance merit increase of 0% to 5% of base salary determined by the individual’s overall rating on his/her annual performance evaluation. For any staff that reaches the maximum pay range, they would receive a one-time lump sum performance evaluation stipend from 0% to 5% of the employee’s base salary determined by the individual’s overall rating on his/her annual performance evaluation. The results of the performance evaluation will be awarded for the program year ending in June 2020.
3%
10
17%
47
80%
59 Total CareerSource Pinellas Staff
86
WORKNET PINELLASSTAFF PERFORMANCE EVALUATION
Progam Year July 1, 2020 - June 30, 2021
Supervisor:
RelativeImpact (weight)
Employee's Rating
Supervisors Rating Final Rating
PointsRI x rating Comments
Soft Skills
Decision Making 5 0 Dependability 5 0 Teamwork / Interpersonal Skills 5 0Job Related Skills
Job Knowledge and Adherence to Policies 5 0 Quality and Quantity of Work 5 0 Service Delivery / Communications 5 0Goal Attainment (per attached sheet) 70 0.00
Total Points 100.00 0.0 0.0 0.00Overall Rating 0
OVERALL EVALUATION COMMENTS
_________________________________ ___/___/____ _________________________________ ___/___/____Employee Signature Date Supervisor Signature Date
RatingRange of
Overall Rating (points)
Range Increase (points)
4 Performance exceeds standards for the position 350-400 5% Merit increase
3 300-349 4% Merit increase
2 200-299 1%-3% Merit increase
1 100-199 0%Performance is below standards for the position
Job Title:
Level of Performance
Performance is above standards for the position
Performance meets the standards for the position
87
WORKNET PINELLASSTAFF PERFORMANCE EVALUATION
Impact Self-Eval Rating
Supervisor Rating
Final Rating Points
0
0
0
0
0
Total: 70 0
Name: Job Title: Supervisor:
CommentsGoals - List and evaluate goals set for this position and employee.
88
WORKNET PINELLASSTAFF PERFORMANCE EVALUATION
PY 2019-2020Program Year July 1, 2019 - June 30, 2020
Name: Supervisor:
RelativeImpact (weight)
Employee's Rating
Supervisors Rating Final Rating
PointsRI x rating Comments
Soft Skills
Decision Making 5 0 Dependability 5 0 Teamwork / Interpersonal Skills 5 0Job Related Skills
Job Knowledge and Adherence to Policies 5 0 Quality and Quantity of Work 5 0 Service Delivery / Communications 5 0Goal Attainment (per attached sheet) 70 0.00
Total Points 100.00 0.0 0.0 0.0 0.00Overall Rating 0
OVERALL EVALUATION COMMENTS
_________________________________ ___/___/____ _________________________________ ___/___/____Employee Signature Date Supervisor Signature Date
RatingRange of
Overall Rating (points)
3 201-300
2 101-200
1 0-100Performance is below standards for the position
Job Title:
Level of Performance
Performance is above standards for the position
Performance meets the standards for the position
89
WORKNET PINELLASSTAFF PERFORMANCE EVALUATION
Impact Self-Eval Rating
Supervisor Rating
Final Rating Points
0
0
0
0
0
Total: 70 0
Name: Job Title: Supervisor:
CommentsGoals - List and evaluate goals set for this position and employee.
90
