MONTEREY COUNTY ORKFORCE DEVELOPMENT BOARD … · 2019. 12. 4. · MONTEREY COUNTY WORKFORCE DEVELOPMENT BOARD AGENDA PACKET Wednesday, December 4, 2019 10:30 a.m. – 11:30 a.m

MONTEREY COUNTY WORKFORCE DEVELOPMENT BOARD

AGENDA PACKET

Wednesday, December 4, 2019 10:30 a.m. – 11:30 a.m.

Soper Community Center

220 Coe Avenue Seaside, CA 93955

Documents related to agenda items that are distributed to the WDB less than 72 hours prior to the meeting shall be available for public inspection at 1441 Schilling Place, North, Salinas, CA or visit our website at www.montereycountywdb.org. Documents distributed to the WDB at the meeting by County staff will be available at the meeting; documents distributed to the WDB by members of the public shall be made available after the meeting. This WIOA Title I financially assisted program or activity is an equal opportunity employer/program and auxiliary aids and services are available upon request to individuals with disabilities. ALTERNATE AGENDA FORMATS: If requested, the agenda shall be made available in appropriate alternative formats to persons with a disability, as required by Section 202 of the Americans with Disabilities Act of 1990 (42 USC Sec. 12132), and the federal rules and regulations adopted in implementation thereof. Individuals with a disability requiring a modification or accommodation, including auxiliary aids or services, in order to participate in the public meeting may make these requests to the Secretary to the WDB at (831)796-6434.

http://www.montereycountywdb.org/


NOTICE TO THE PUBLIC Members of the public who wish to address the Board should identify themselves and state their name for the record. You should complete a blue Comment Card located near the door, prior to making comments, and hand it to the designated Workforce Development Board staff member. Copies of the agenda have been placed on the table near the door for your convenience. The procedure for this meeting is as follows:

• The Board Secretary will verify quorum; the Chair will read the opening remarks.

• Members of the public wishing to make a comment on an item that is not on the agenda will be given two (2) minutes each to comment.

• Workforce Development Board staff and/or Board Members will present recommendations for each action item on the agenda.

• Board members may ask questions of Workforce Development Board Staff and other Board Members.

• Members of the public wishing to make a comment on an agenda item will be given two (2) minutes each to comment.

• The Board may take action on any item designated as an action item.

• Workforce Development Board members may only discuss items listed on the Agenda pursuant to the “Brown Act.” With respect to non-agenda items raised by the public, Workforce Development Board members may calendar them for a future meeting, may briefly respond, or may request clarification from the member of the public but, to remain in compliance with the Brown Act, they may not address non-agenda items raised by the public in a substantive or in-depth manner.

1441 Schilling Place, North Salinas, CA 93901 (831) 796-6434 www.montereycountywdb.org WDB Members: Erik Cushman, WDB & Executive Chair Mary Ann Leffel, WDB 1st Vice Chair Cesar Lara, WDB 2nd Vice Chair Al Davis Cresencio Diaz David Martin Harbhajan “Harvey” Dadwal Jay Donato Julia Belliard Kristen Arps Lamont Adams Mary Adams Michael Hutchinson Mimi Laurent Paula Calvetti Salvador Muñoz Sherry Farson Steve MacArthur Steve Snodgrass Wendy Brickman Wesley Van Camp Yuko Duckworth

Monterey County

Workforce Development Board Meeting Soper Community Center, 220 Coe Avenue, Seaside, CA 93955

Wednesday, December 4, 2019

10:30 a.m. – 11:30 a.m.

AGENDA

CALL TO ORDER/INTRODUCTIONS: CHANGES TO AGENDA: PUBLIC COMMENT: (Limited to 2 minutes per person)

Erik Cushman, Chair

CONSENT CALENDAR: Erik Cushman 1. ACTION: Consider approval of minutes from the full Workforce

Development Board’s meeting of June 5, 2019. Erik Cushman

2. ACTION: Consider and approval of minutes from the full Workforce Development Board’s meeting of October 2, 2019. Erik Cushman

3. ACTION: Concur with the October 16, 2019 Executive Committee’s recommendation to appoint Dr. Patricia Hseih, President, Hartnell College, representing Education, to the WDB for a three-year term and forward the recommendation to the Board of Supervisors for final approval.

Erik Cushman

4. ACTION: Concur with the October 16, 2019 Executive Committee’s recommendation to adopt WDB Policy #2019-06: WIOA Transitional Jobs Policy.

Elizabeth Kaylor

BUSINESS CALENDAR: Erik Cushman 1. ACTION: Consider and approve the reappointment of Mary

Adams, representing Workforce Innovation and Opportunity Act (WIOA) Title I Programs, to the Workforce Development Board for a three-year term, to be forwarded to the Board of Supervisors for final approval.

Erik Cushman

2. ACTION: Concur with the November 20, 2019 Executive Committee’s recommendation to approve an agreement with the Workforce Development Boards of Santa Cruz, San Luis Obispo and Santa Barbara counties for regional coordination and industry engagement.

Chris Donnelly

3. ACTION: Concur with the November 20, 2019 Executive Committee’s recommendation to approve an agreement with Turning Point of Central California to provide Prison to Employment services to justice-involved and formerly incarcerated individuals.

Chris Donnelly

4. Recap of October 2, 2019 Workforce Development Board retreat. Erik Cushman

ANNOUNCEMENTS: Erik Cushman SUBCOMMITTEE MEETINGS: Business Services: 1/14/20, MBEST Executive: 1/15/20, MBEST Oversight: 2/13/20, MBEST

WDB MEETING: 2/5/2020, TBD

ADJOURNMENT TO ANNUAL AWARDS CEREMONY: Erik Cushman Documents related to agenda items that are distributed to the WDB less than 72 hours prior to the meeting shall be available for public inspection at 1441 Schilling Place, North, Salinas, CA or visit our website at www.montereycountywdb.org. Documents distributed to the WDB at the meeting by County staff will be available at the meeting; documents distributed to the WDB by members of the public shall be made available after the meeting. This WIOA Title I financially assisted program or activity is an equal opportunity employer/program and auxiliary aids and services are available upon request to individuals with disabilities. ALTERNATE AGENDA FORMATS: If requested, the agenda shall be made available in appropriate alternative formats to persons with a disability, as required by Section 202 of the Americans with Disabilities Act of 1990 (42 USC Sec. 12132), and the federal rules and regulations adopted in implementation thereof. Individuals with a disability requiring a modification or accommodation, including auxiliary aids or services, in order to participate in the public meeting may make these requests to the Secretary to the WDB at (831) 796-6434





CONSENT ITEM #1

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UNADOPTED Monterey County Workforce Development Board

Marina Library, 190 Seaside Circle, Marina, CA Wednesday, June 5, 2019

Members Present: Erik Cushman (Chair), Mary Ann Leffel, Al Davis, Andy Hartmann, Cresencio Diaz, Harbhajan Dadwal, Michael Hutchinson, Mimi Laurent, Salvador Munoz, Steve MacArthur, Steve Snodgrass, Dr. Walter Tribley and Wesley Van Camp Members Absent: Cesar Lara, Jay Donato, Julia Belliard, Mary Adams, Paula Calvetti, Wendy Brickman, and Dr. Willard Lewallen, Yuko Duckworth Staff Present: Chris Donnelly, Flor Galvan, Susan Marscellas, Elizabeth Kaylor, Ruben Trujillo and Javier Vanga Public Comment: None Call to Order/Introductions: Erik Cushman called the meeting to order at 8:40 a.m. and asked for introductions. A quorum was established. Changes to Agenda: None Consent Calendar: 1. ACTION: Consider approval of minutes from the full Workforce Development Board’s meeting of April 3,

2019. 3. ACTION: Consider whether to concur with the May 22, 2019 Executive Committee’s recommendation to

approve the submission of the Application for Subsequent Local Area Designation and Local Board Recertification for Program Years 2019-21. A motion was made by Mary Ann Leffel to approve items 1 and 3, seconded by Walter Tribley. ALL AYES

2. ACTION: Consider whether to concur with the May 22, 2019 Executive Committee’s recommendation to approve the re-appointments to the WDB of Wendy Brickman, Paula Calvetti, Cesar Lara, Mary Ann Leffel and Salvador Munoz, each for a three-year term to be forwarded to the Board of Supervisors for final approval. A motion was made by Wesley Van Camp to concur with the Executive Committee’s recommendation to approve the reappointments to the WDB of Wendy Brickman, Paula Calvetti, Cesar Lara, Mary Ann Leffel and Salvador Munoz, each for a three-year term to be forwarded to the Board of Supervisors for final approval, seconded by Steve Snodgrass. ALL AYES

Discussion or Review of Business Calendar Action Items: 1. ACTION: Review and approve the proposed Local Workforce Development Area WIOA Budget for

FY 2019-20. A motion was made by Mary Ann Leffel to approve the proposed Local Workforce Development Area WIOA Budget for FY 2019-20, seconded by Walter Tribley. ALL AYES

2. ACTION: Consider and approve extending the existing agreement with Turning Point of Central California to provide WIOA Title I Youth Services in Southern Monterey County for Program Year 2019-20. A motion was made by Mary Ann Leffel to approve extending the existing agreement with Turning Point of Central California to provide WIOA Title I Youth Services in Southern Monterey County for Program Year 2019-20, seconded by Walter Tribley. ALL AYES

3. ACTION: Consider and approve entering into an agreement with ResCare to provide WIOA Title I Youth Services in Northern Monterey County for Program Year 2019-20. A motion was made by Mary Ann Leffel to approve entering into an agreement with ResCare to provide WIOA Title I Youth Services in Northern Monterey County for Program Year 2019-20, seconded by Michael Hutchinson. ALL AYES

4. ACTION: Consider and approve extending into an agreement with ResCare to provide One-Stop Operator services for Program Year 2019-20. A motion was made by Mary Ann Leffel to approve extending the existing agreement with ResCare to provide One-Stop Operator services for Program Year 2019-20, seconded by Salvador Munoz. ALL AYES

CONSENT ITEM #1

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5. ACTION: Consider and approve authorization of Executive Committee to approve lease agreement with

Parco Family Investment L.P. for new premises for the One-Stop/AJCC, located at 344 Salinas Street, Salinas. A motion was made by Steve MacArthur to approve authorization of Executive Committee to approve lease agreement with Parco Family Investment L.P. for new premises for the One-Stop/AJCC located at 344 Salinas Street, Salinas, seconded by Mary Ann Leffel. ALL AYES

6. ACTION: Consider and approve the proposed changes to the Workforce Development Board’s policy regarding Individual Training Accounts (ITAs). A motion was made by Mary Ann Leffel to approve the proposed changes to the Workforce Development Board’s policy regarding Individual Training Accounts (ITAs), seconded by Michael Hutchinson. ALL AYES

7. Discuss transition plan of Adult and Dislocated Worker Services to ResCare. The Board discussed the transition plan of Adult and Dislocated Worker Services to ResCare.

Adjournment: Mr. Erik Cushman requested to adjourn the meeting at 10:35 a.m.

CONSENT ITEM #2

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UNADOPTED Monterey County Workforce Development Board

Monterey Adult School, 1295 La Salle Avenue, Seaside, CA 93955 Wednesday, October 2, 2019

Members Present: Erik Cushman (Chair), Mary Ann Leffel, Wendy Brickman, Al Davis, Cesar Lara, Steve MacArthur, Salvador Munoz, Harvey Dadwal, Sherry Farson, Paula Calvetti, Yuko Duckworth, Supervisor Mary Adams, Wesley Van Camp, Julia Belliard, Steve Snodgrass, Lamont Adams, David Martin, Dr. Patricia Hsieh, Kristen Arps Members Absent: Cresencio Diaz, Mimi Laurent, Michael Hutchinson, Jay Donato Staff Present: Chris Donnelly, Flor Galvan, Christina Alig, Susan Marscellas, Elizabeth Kaylor, Jerry Hernandez, Javier Vanga, and Camille Jaque Public Comment: None Call to Order/Introductions: Erik Cushman called the Retreat portion of the meeting to order at approximately 8:45 a.m. and asked for introductions. Once a quorum was established at approximately 9:45 a.m., the Chair called the business portion of the WDB meeting to order. Changes to Agenda: None Consent Calendar: 1. ACTION: Consider approval of minutes from the full Workforce Development Board’s meeting of April 3,

2019. Item was pulled 2. ACTION: Concur with the August 21, 2019 Executive Committee to appoint Lamont Adams, Business

Manager, International Brotherhood of Electrical Workers Local 234, representing Labor, to the WDB for a three-year term to be forwarded to the Board of Supervisors for final approval. A motion was made by Mary Ann Leffel to approve the appointment of Lamont Adams, seconded by Cesar Lara. ALL AYES

Discussion or Review of Business Calendar Action Items: 1. ACTION: Consider and approve the appointment of David Martin, Superintendent, Monterey Peninsula

College, representing Education, to the WDB for a three-year term, and forward the appointment to the Board of Supervisors for final approval. A motion was made by Cesar Lara to approve the appointment of David Martin, Superintendent, Monterey Peninsula College, representing Education, to the WDB for a three-year term, and forward the appointment to the Board of Supervisors for final approval, seconded by Mary Ann Leffel. ALL AYES

2. ACTION: Consider and approve the appointment of Kristen Arps, Director, Salinas Valley Adult Education Consortium, representing Adult Education, to the WDB for a three-year term, and forward the appointment to the Board of Supervisors for final approval. A motion was made by Paula Calvetti to approve the appointment of Kristen Arps, Director, Salinas Valley Adult Education Consortium, representing Adult Education, to the WDB for a three-year term, and forward the appointment to the Board of Supervisors for final approval, seconded by Mary Ann Leffel. ALL AYES

3. ACTION: Consider and approve the reappointments to the WDB of: • Steve MacArthur, representing Labor • Mimi Laurent, representing Department of Rehabilitation • Erik Cushman, representing Business

Each for a three-year term to be forwarded to the Board of Supervisors for final approval. A motion was made by Steve MacArthur to approve the reappointments to the WDB of:

• Steve MacArthur, representing Labor • Mimi Laurent, representing Department of Rehabilitation • Erik Cushman, representing Business seconded by Cesar Lara. ALL AYES

Adjournment: Mr. Erik Cushman requested to adjourn the meeting at approximately 10:45 a.m.

CONSENT ITEM #3

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MEMORANDUM

TO: WORKFORCE DEVELOPMENT BOARD

FROM: CHRISTOPHER DONNELLY, EXECUTIVE DIRECTOR

SUBJECT: CONCUR WITH THE OCTOBER 16, 2019 EXECUTIVE COMMITTEE’S RECOMMENDATION TO APPROVE THE APPOINTMENT OF DR. PATRICIA HSIEH, PRESIDENT, HARTNELL COLLEGE, REPRESENTING EDUCATION, TO THE WDB FOR A THREE-YEAR TERM TO BE FORWARDED TO THE BOARD OF SUPERVISORS FOR FINAL APPROVAL

DATE: DECEMBER 4, 2019 RECOMMENDATION: It is recommended that the Workforce Development Board concur with the October 16, 2019 Executive Committee’s recommendation to approve the appointment of Dr. Patricia Hsieh, representing Education, to the WDB for a three-year term to be forwarded to the Board of Supervisors for final approval. BACKGROUND: Dr. Hsieh, President of Hartnell College, has submitted an application for membership to the full WDB. ATTACHMENT: Dr. Hsieh’s application

BUSINESS ITEM #4

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MEMORANDUM


FROM: ELIZABETH KAYLOR, MANAGEMENT ANALYST

SUBJECT: CONCUR WITH THE OCTOBER 16, 2019 EXECUTIVE COMMITTEE’S RECOMMENDATION TO APPROVE THE WIOA TRANSITIONAL JOBS POLICY

DATE: DECEMBER 4, 2019 RECOMMENDATION: It is requested that the Monterey County Workforce Development concur with the October 16, 2019 Executive Committee’s recommendation to approve the local policy that provides WIOA Title I program operational guidance relating to the provision of transitional jobs. New Policies 1. DRAFT #2019-06: WIOA Transitional Jobs Policy

Applicable to: Monterey County Workforce Development Board WIOA Adult and Dislocated Worker service providers Purpose: This policy provides guidance and establishes the requirements and limitations for the placement of WIOA Adults and Dislocated Worker clients with barriers to employment into subsidized transitional jobs.

ATTACHMENTS:

a. DRAFT #2019-06: WIOA Transitional Jobs Policy b. Transitional Jobs Agreement

The Monterey County Workforce Development Board is an equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities.

D I R E C T I V E

DRAFT WIOA TRANSITIONAL JOBS POLICY

EXECUTIVE SUMMARY The purpose of this policy is to provide guidance to Monterey County Workforce Development Board (WDB) service providers regarding the limitations and requirements for placement of WIOA Adult and Dislocated Workers into Transitional Jobs.

REFERENCES U.S. Department of Labor (DOL) Final Rule, 20 CFR 680.190 through195; 20 CFR 680.840. DOL Training and Employment Guidance Letter (TEGL) 19-16: Guidance on Services Provided through the Adult and Dislocated Worker Program under the Workforce Innovation and Opportunity Act (WIOA).

BACKGROUND Transitional Jobs are a type of work experience that local workforce development boards can offer as an individualized career service under WIOA. Transitional Jobs are time-limited, wage-paid work experiences that are subsidized up to 100 percent. These jobs can be in the public, private, or nonprofit sectors and are only available for individuals with barriers to employment who are chronically unemployed or who have an inconsistent work history. Transitional Jobs provide work experience and an opportunity to develop important workplace skills within the context of an employer-employee relationship.

PROCEDURAL GUIDANCE

General Requirements General Transitional Jobs requirements include the following: • Transitional Jobs must be combined with comprehensive career and supportive services, distinguishing the

activity from “work experience” and “internship” activities, which do not carry this requirement.

• Transitional Jobs must be designed to:

Effective Date: December 4, 2019

Policy # 2019-06

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- Establish a work history for the individual; - Demonstrate success in the workplace; and - Develop the skills that lead to entry into and retention in unsubsidized employment.

• Unlike on-the-job training (OJT), with Transitional Jobs, there is no requirement that the employer retains

the individual upon completion of the Transitional Job. However, job retention is an ideal outcome.

• Transitional job expenditures may account for up to 10% of a service provider’s expenditures in the WIOA Adult Program and up to 10% in the Dislocated Worker Program during a given program year and may include only wages and fringe benefits for the individual participating in a Transitional Job activity.

Participant Eligibility Requirements A Transitional Job participant must be an unemployed worker with barriers to employment. If service providers determine that a Transitional Job is appropriate for an individual to obtain or retain employment, such services will be made available to the individual. Service providers must document the participant’s need for a Transitional Job activity. Targeted populations for Transitional Jobs may include individuals who are long-term unemployed, ex-offenders, parents ordered to pay child support, individuals who are currently receiving or have exhausted TANF benefits, and individuals with disabilities, along with other populations representing individuals that are eligible for and demonstrate the ability to benefit from this activity. To be eligible for a Transitional Job, a participant must: • Be enrolled in the WIOA Adult Program or Dislocated Worker Program; • Have participated in assessment activities; • Have a completed Individual Employment Plan (IEP); and • Be chronically unemployed or have inconsistent work history. Definitions for “individuals with barriers to employment,” “chronically unemployed” and “inconsistent work history” are as follows: Individuals with Barriers to Employment: Included are populations specified in WIOA Sec 3(24): • Displaced homemakers • Low-income individuals • Indians, Alaska Natives, and Native Hawaiians, • Individuals with disabilities • Older individuals • Ex-offenders • Homeless individuals • Youth who have aged out of the foster care system • Individuals who are English language learners, individuals who have low levels of literacy, and individuals

facing substantial cultural barriers, • Eligible migrant and seasonal farmworkers • Individuals within two years of exhausting lifetime TANF eligibility • Single parents (including single pregnant women), and • Long-term unemployed individuals Chronically Unemployed and Inconsistent Work History: For the purpose of participant eligibility for Transitional Job activities, an individual is considered to be chronically unemployed or to have an inconsistent work history when he or she meets one or more of the following criteria: • Has never held a full-time job (30+ hours per week) for more than 13 consecutive weeks

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• Has been fired from a job within the 12 months prior to application • Has held more than three jobs in the 52 weeks prior to application • Is on parole or probation, or has been released from prison/jail within the 12 months prior to application • Has been unemployed for the 13 consecutive weeks prior to application • Has been unemployed for 15 or more of the 26 weeks prior to application. Weeks of unemployment need

not be consecutive. Services to Complement Worksite Transitional Job Activities All eligible participants must complete an appropriate assessment and develop, with the assistance of the service provider, an IEP that includes the rationale for a Transitional Job. The Transitional Job must be accompanied by comprehensive career and supportive services delivered prior to or concurrently with the Transitional Job. The appropriate mix of career services shall also be outlined in the IEP and must include, at a minimum, at least one of the following individualized career services: • Career Planning • Group and/or Individual Counseling • Short-term Prevocational Services (including soft skills training) • Workforce Preparation Activities • Financial Literacy Services • English language acquisition and integrated education and training programs Individualized career services may also be delivered upon completion of the Transitional Job activity, as long as one or more of the above are delivered prior to or during the Transitional Job. As part of the assessment and planning for a Transitional Job, the service provider must identify support needs and devise a plan for how supportive services will be utilized to promote successful completion of the Transitional Job. Supportive services could include: • Emergency assistance, such as food, health care and medical services, housing, and utilities; and • Other Assistance, such as transportation, child/dependent care assistance, medical services, tools, work-

training costs, or other forms of support. Duration and Related Requirements Individuals in Transitional Job activities may participate for up to 520 hours, but for no less than 160 hours, based on their individual needs and the employment objectives outlined in their IEPs. The maximum length of the Transitional Job activity is 26 weeks. Weekly work hours may range from 20 to 40. Transitional Jobs shall be developed, to the extent practicable, with an employer in an industry that is of interest to the participant. It is anticipated that most Transitional Jobs will be entry-level positions, and the participant shall be paid minimum or prevailing wage, whichever is greater. Host Employer Requirements and Prohibitions Service providers will adhere to the following guidelines with respect to selection and use of host employers: Requirements: Employers willing to work with participants in Transitional Job activities may be from the private for-profit, private non-profit sector, or public sectors. As Transitional Jobs are structured to help participants achieve success in the workplace and develop the skills needed to obtain and retain unsubsidized employment, the host employer must be able to provide supervision and appropriate feedback to the participant at regular intervals during the course of the activity.

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Employers must also be willing to participate in the required monthly on-site monitoring visits conducted by WDB service provider staff to evaluate the participant’s performance. Prohibitions: Service providers will ensure that the following prohibitions are observed: • Agreements shall not be entered into with a business or part of a business that has relocated from any

location in the United States, until such company has operated at the new location for 120 days, if the relocation resulted in any employee losing her/his job at the original location.

• Participants may not be employed in a Transitional Job involving political activities. • Participants may not be employed in a Transitional Job that directly or indirectly assists, promotes or deters

union organizing. • Participants may not be employed in a Transitional Job involving the construction, operations, or

maintenance of that part of a facility which is used for religious instruction or worship (sectarian activities). Transitional Jobs Worksite Agreements A written, signed agreement between the WDB service provider (the WDB serves as the employer of record) and a qualified host employer is required prior to the start of work. These worksite agreements are similar to those used for work experience, internships and other work-based activities where the participant is being paid and the business/organization providing supervision is not the employer of record. A single agreement may be written for a group with a single site provided the working conditions, job description, training plan, wage rates, and terms of the agreement are the same for all participants covered by the agreement. A Transitional Jobs Agreement must indicate specific guidelines to be followed by the host employer, participant, and employer of record. At a minimum, the agreement must include: • The position title and description; • The duration of the training; • The wage rate to be paid to the participant; • The maximum number of training hours provided under the agreement; • A description of the skills to be provided through the training; and • Required written assurance clauses. Interim progress and final evaluations must be completed by the host employer to evaluate a participant’s attainment of skills during the Transitional Job activity. In the event that the initial work period does not provide enough time to successfully acquire skills needed to enter unsubsidized employment, revised or additional agreements may be developed to accommodate additional work time at the initial worksite or with an alternate host employer. Monitoring Monitoring related to WDB services providers’ use of Transitional Jobs activities will include: Worksite Monitoring: WDB service providers shall conduct an on-site monitoring review of each participant’s worksite no less than once every 30 days during the Transitional Job period. Monitoring will include a review/evaluation of all skills (e.g. workplace behaviors, job-specific skills) outlined within the worksite agreement. Monitoring results must be documented in the participant’s file and retained by the service provider. Service Provider Monitoring: Monterey County WDB will monitor its service providers for compliance with this Transitional Jobs Policy as part of the regularly scheduled program and fiscal monitoring, as appropriate.

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ATTACHMENT: Transitional Jobs Agreement

INQUIRIES If you have questions please contact staff at (831) 796-6434. This policy is posted on the WDB website located at: www.montereycountywdb.org/policies/ CHRIS DONNELLY, Executive Director Monterey County Workforce Development Board

http://www.montereycountywdb.org/policies/

Attachment 1

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TRANSITIONAL JOB AGREEMENT

Worksite Name: Address:

Contact Person: Telephone: Worksite Dept.: Worksite Location: Immediate Supervisor: Telephone:

THIS AGREEMENT is entered into this _______ day of ______________, 20_____ by and between the Monterey County Workforce Development Board and ___________________________________________ EMPLOYER. The Monterey County Workforce Development Board (hereinafter, WDB) works with participants seeking employment to provide a TRANSITIONAL JOB. Payment shall be made by the WDB to PARTICIPANT in lieu of actual wages paid by EMPLOYER for the TRANSITIONAL JOB. The PARTICIPANT named below may work up to 520 hours, but for no less than 160 hours, based on the PARTICIPANT’S individual needs and the employment objectives outlined in the PARTICIPANT’S Individual Employment Plan (IEP). The maximum length of the transitional activity is 26 weeks. Weekly work hours may range from 20 to 40 hours. As part of this TRANSITIONAL JOB, the PARTICIPANT will learn (specify) ______________________________ __________________________________________________________________________________________. PARTICIPANT Name: ________________________________________________________________________ PARTICIPANT Signature: _____________________________________________________________________

Job/Position Title: ___________________________________________________________________________

Brief Job Description: ________________________________________________________________________

Start Date: ______________ End Date: ______________ Rate of Pay: ______________

Supervisor: _______________________________________________ Total Hours of Employment: ________

The following are the provisions of the agreement entered into by the Monterey County Workforce Development Board and EMPLOYER to provide a TRANSITIONAL JOB to the PARTICIPANT named above.

1. EMPLOYER will have the right to accept or reject a PARTICIPANT referred by the WDB and may, at any time, request that a specific PARTICIPANT no longer be assigned to it. If this occurs, EMPLOYER will provide the WDB with the reason(s) for requesting such actions.

2. The WDB will provide all payment due to PARTICIPANT, inclusive of wages, taxes, and worker compensation payments. EMPLOYER is responsible to ensure that PARTICIPANT is provided with on-the-job supervision and the direction necessary to assure effective job performance. At all times, the PARTICIPANT will be under the exclusive direction and control of EMPLOYER.

3. The WDB will pay PARTICIPANT for all work performed for EMPLOYER within the following guidelines:

a.) The WDB will pay PARTICIPANT for hours worked, up to the specified number of hours per day/week, pursuant to the hours per day and hours per week as shown on the table below:

Attachment 1

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b.) In the event that EMPLOYER needs PARTICIPANT to work hours in excess of the specified number of hours, EMPLOYER will be responsible for hiring and paying PARTICIPANT for these excess hours, including the payment of any applicable overtime.

c.) EMPLOYER understands that PARTICIPANT will not receive any fringe benefits other than Worker's Compensation, which will be provided by the WDB.

d.) EMPLOYER shall keep a daily account of hours worked by PARTICIPANT and shall forward this account to the WDB following the last day of each reimbursement period. This accounting will report the total number of hours worked by PARTICIPANT during the pay period, with the daily breakdown certified by both PARTICIPANT and EMPLOYER.

4. EMPLOYER shall provide and explain written work rules to PARTICIPANT. These rules will contain, at a minimum, the expectations for time and attendance, unexcused absence policies, and all safety policies.

5. WDB representatives may, as required or requested by EMPLOYER, counsel PARTICIPANT regarding

employment or other matters related to this WORK EXPERIENCE. It is understood that the WDB will work with EMPLOYER to schedule any counseling to ensure minimal disruption of the work environment and schedule.

6. The WDB reserves the right to terminate the agreement immediately upon notification that funds are not available to pay PARTICIPANT. Should changes occur in any or all of the following areas, representatives of both the WDB and EMPLOYER would sign an amendment to this agreement: (1) the description of the work to be performed by PARTICIPANT under this agreement, (2) the total hours for which PARTICIPANT is to be employed, (3) the hourly rate of pay, and/or (4) the number of hours per week PARTICIPANT may work.

7. EMPLOYER assures that PARTICIPANT will not be involved in either partisan or nonpartisan political activities.

8. EMPLOYER will ensure that there is physical access to the activity for persons with functional impairments.

To facilitate services to meet the needs of the disabled population, training materials and/or program design will be adapted to the extent possible. a.) As a condition to the award of financial assistance from the Department of Labor, EMPLOYER assures,

with respect to operation of this WIOA-funded program or activity, and all agreements or arrangements to carry out the WIOA-funded activity, that it will comply fully with appropriate nondiscrimination and equal opportunity provisions of the Workforce Innovation and Opportunity Act (WIOA); title VI of the Civil Rights Act of 1964; as amended; section 504 of the Rehabilitation Act of 1973, as amended; the Age Discrimination Act of 1975, as amended; Title IX of the Education Amendments of 1972, as amended; and with all applicable requirements imposed by or pursuant to regulations implementing those laws. The United States has the right to seek judicial enforcement of this assurance.

b.) EMPLOYER assures that it will comply with the requirement that no program shall involve political activities and/or lobbying.

MON TUES WED THURS FRI SAT SUN START TIME

Total # of hours per week ________

END TIME

Attachment 1

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c.) EMPLOYER will establish safeguards to prohibit PARTICIPANT from using his/her position for private gain for themselves or others, particularly those with whom there are family, business, or other ties.

d.) EMPLOYER will assure that no PARTICIPANT in the program will be employed on the construction, operation, or maintenance of that part of any facility which is used for religious instruction or worship.

e.) EMPLOYER will assure that appropriate standards for health and safety in work and training will be maintained for each PARTICIPANT. No participant will be required or permitted to work or train under conditions which are unsanitary, hazardous or dangerous to the participant’s health or safety. Participants being trained in inherently dangerous occupations shall work in accordance with reasonable safety practices.

f.) EMPLOYER will assure that the placing of PARTICIPANT at EMPLOYER’S worksite will not result in the displacement of employed workers or impair existing contracts for services or result in the substitution of Federal funds or other funds in connection with work that would otherwise be performed.

g.) EMPLOYER will assure that PARTICIPANT will be treated at the worksite in a manner consistent with the treatment afforded other PARTICIPANTS working in the same position and under similar conditions.

h.) EMPLOYER will assure that no PARTICIPANT at EMPLOYER’S worksite is involved in work duties which involve the operation of any motor vehicle. If EMPLOYER requires PARTICIPANT to operate such a vehicle, EMPLOYER assumes all liability for any accident or damage to property or person.

9. EMPLOYER releases and shall indemnify and hold harmless the WDB and PARTICIPANT from any and all actions, costs, damages, claims, and liabilities arising out of damage or injury to persons or property sustained in connection with the placement of PARTICIPANT at EMPLOYER’S worksite.

10. EMPLOYER shall complete and sign a Participant Skills Gain Evaluation for PARTICIPANT for each month that PARTICIPANT reports to EMPLOYER. Once EMPLOYER has completed the Participant Skills Gain Evaluation, EMPLOYER agrees to provide copies of these evaluations to PARTICIPANT and the WDB.

The foregoing Agreement is mutually agreed upon by:

______________________________________ Name of Authorized WDB Representative

______________________________________ Signature ______________________________________ Street Address

______________________________________ City, State, Zip ______________________________________ Phone

_______________________________________ Name & Title of Authorized Employer Representative

_______________________________________ Signature _______________________________________ Street Address

_______________________________________ City, State, Zip _______________________________________ Phone

Attachment 1

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Participant Training Plan PARTICIPANT shall work a regular schedule as determined by supervisor, PARTICIPANT, and WDB Service Provider staff. This schedule may be adjusted to accommodate worksite needs. PARTICIPANT shall receive approximately ______ total training hours beginning on ________ M D Y _____ and completing on ____ M D Y _______. PARTICIPANT is to receive ____________________________________ training* (ONET Code xx-xxxx.xx). *The skills shall be measurable and documented in accordance with the five types of Measurable Skill Gains as defined in the 20 CFR se. 677.155 (a) (1)(v) and TGL 10-16.

Participant Training Plan Objectives

(Participant will be trained in the following skills/tasks):

Pre-training

skill level**

# of Training Hours

1. 0

2. 0

3. 0

4. 0

5. 0

6. 0

Total Training Hours **0-no experience; 1-very little experience; 2-limited experience; 3-some experience; 4-experienced; 5-very experienced.

___________________________________

Service Provider Staff Signature & Date

__________________________________ Trainee Signature & Date

____________________________________ Employer Signature & Date

First On-Site Evaluation on or about Date: Click here to enter text.

Attachment 1

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Measurable Skills Gains

Participant Skills Gain Evaluation

This form must be completed as an evaluation of what the Participant learned during this time period. Information for the “Skills Learned” column can be taken directly from the Participant Training Plan. The skills must be measurable, and participant progress must be documented by a “satisfactory or better progress report, towards established milestones, such as completion of OJT or completion of 1 year of an apprenticeship program or similar milestones, from and employer or training provider who is providing training” (Title 20 CFR se. 677.155 (a) (1)(v)(D)).

SKILLS LEARNED: COMPLETED

MSG, Y/N

TYPE OF MSG, 1, 2, 3, 4, 5

# of training hours completed during

this period CURRENT CAPABILITY

1.

Beginning Intermediate

Advanced Date measured: ________________

2.



3.



4.



5.



All parties agree that the information provided in the Participant Skills Gain Evaluation is accurate. Authorized Signatures:

Attachment 1

Page 6 of 6

PARTICIPANT SIGNATURE EMPLOYER SIGNATURE DATE: DATE:

PARTICIPANT SIGNATURE: EMPLOYER SIGNATURE:

TYPE/PRINT NAME: TYPE/PRINT NAME:

TITLE:

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MEMORANDUM



SUBJECT: CONSIDER AND APPROVE THE REAPPOINTMENT OF MARY ADAMS, REPRESENTING WORKFORCE INNOVATION AND OPPORTUNITY ACT (WIOA) TITLE I PROGRAMS, AND FORWARD TO THE BOARD OF SUPERVISORS FOR FINAL APPROVAL

DATE: DECEMBER 4, 2019 RECOMMENDATION: It is recommended that the Workforce Development Board approve the reappointment of Mary Adams, to the Workforce Development Board; for a three-year term to be forwarded to the Board of Supervisors for final approval. SUMMARY: The WDB bylaws state that the term of membership for all WDB members shall be three years. The three year term limit was enacted with the approval of the original WDB bylaws by the Board of Supervisors on June 23, 2015.

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MEMORANDUM



SUBJECT: CONCUR WITH THE NOVEMBER 20, 2019 EXECUTIVE COMMITTEE’S RECOMMENDATION TO APPROVE A REGIONAL AGREEMENT WITH THE WORKFORCE DEVELOPMENT BOARDS OF SANTA CRUZ, SAN LUIS OBISPO, AND SANTA BARBARA COUNTIES

DATE: DECEMBER 4, 2019 RECOMMENDATION: It is recommended that the Workforce Development Board concur with the November 20, 2019 Executive Committee’s recommendation to approve a Regional Agreement with the Workforce Development Boards of Santa Cruz, San Luis Obispo, and Santa Barbara Counties for the period of July 1, 2019 through June 30, 2022. BACKGROUND: During 2019, the California Workforce Development Board (CWDB) awarded various grants, in the total amount of $1,489,975, to the Coastal Region Planning Unit (Coastal RPU) to support regional coordination and industry engagement in Regional Plan priority industry sectors such as healthcare, tourism, and agriculture. The Regional Agreement implements the Slingshot 2.0 grant focused on priority sector business engagement ($200,000); the Regional Organizer and Regional Plan Implementation grants to coordinate information, training, and funding for the region ($163,000); and the two separate Prison to Employment (P2E) Implementation grants: Implementation Direct Services ($647,983) and Supportive Service Earn and Learn ($478,992) with both P2E grants focused on providing vocational preparation, work experience and employment opportunities to a total of 109 formerly incarcerated and justice-involved individuals in the Coastal Region.

Regional Grant Fund Source Total Grant Award Amount

Slingshot 2.0 Implementation $200,000 Regional Organizer/Regional Plan Implementation $163,000 P2E Implementation Direct Services (IDS) $647,983 P2E Supportive Services Earn and Learn (SSEL) $478,992

Total $1,489,975 The term of the Slingshot 2.0 and Regional Organizer/Regional Plan Implementation grants are from July 1, 2019 through June 30, 2020, and the term of the Prison to Employment grants are from September 1, 2019 through March 31, 2022.

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DISCUSSION: The Regional Agreement will be in effect from July 1, 2019 through June 30, 2022, for a total of three years. The Monterey County Workforce Development Board (WDB) is the designated fiscal agent for the Coastal RPU and is responsible for disbursement of grant funds, regional procurement, regional fiscal management, and grant reporting activities as well as delivery of workforce development services. Local Board Contract

Amount Funding Source # Participants Allocation

Santa Cruz County WDB

$131,984 Slingshot 2.0 P2E Implementation Direct Services

P2E Supportive Svc. Earn and Learn

N/A 7 6

$5,200 $72,898 $53,886

Monterey County WDB

$781,097 Slingshot 2.0 Regional Organizer/Plan Implementation

P2E Implementation Direct Services P2E Supportive Svc. Earn and Learn

P2E Fiscal Agent*

N/A N/A 27 20 N/A

$172,823 $123,000 $227,442 $168,126

$93,785

San Luis Obispo County WDB

$194,267 Slingshot 2.0 P2E Implementation Direct Services

P2E Supportive Svc. Earn and Learn

N/A 12 9

$16,777 $102,057

$75,433

Santa Barbara County WDB

$382,175 Slingshot 2.0 Regional Organizer/Plan Implementation

P2E Implementation Direct Services P2E IDS Data Reporting

P2E Supportive Svc. Earn and Learn P2E SSEL Data Reporting

N/A N/A 22 N/A 16 N/A

$5,200 $40,000

$180,787 $12,960

$133,648 $9,580

*Under the Regional Agreement, the Monterey County WDB retains up to 10% of each grant fund, per federal regulations, to deliver fiscal services. The WDB is also asked to authorize the Executive Director of the WDB to execute amendments to the Agreement in the event that additional funds are allocated by the CWDB, or if funding is decreased, in an amount not to exceed 25% per grant fund, subject to review by County Counsel. This will allow for more timely expenditure of funds. Next Steps: The recommendation of the WDB will be forwarded to the Board of Supervisors for consideration in January 2020.

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MEMORANDUM

TO: WORKFORCE DEVELOPMENT BOARD FROM: ELIZABETH KAYLOR, MANAGEMENT ANALYST SUBJECT: CONCUR WITH THE NOVEMBER 20, 2019 EXECUTIVE COMMITTEE’S

RECOMMENDATION TO APPROVE AN AGREEMENT WITH TURNING POINT OF CENTRAL CALIFORNIA TO PROVIDE PRISON TO EMPLOYMENT SERVICES TO JUSTICE-INVOLVED AND FORMERLY INCARCERATED INDIVIDUALS

DATE: DECEMBER 4, 2019

RECOMMENDATION: It is recommended that the Monterey County Workforce Development Board (MCWDB) concur with the November 20, 2019 Executive Committee’s recommendation to approve an agreement for a term of January 1, 2020 through December 31, 2021 with Turning Point of Central California to provide Prison to Employment (P2E) services to justice-involved and formerly incarcerated individuals for an amount not to exceed $391,940. BACKGROUND: The MCWDB, in collaboration with key local and regional partners, submitted an application for Prison to Employment grant funding to the CWDB on behalf of the Coastal RPU in February 2019. The CWDB notified the MCWDB of two regional Prison to Employment (P2E) grant awards in September and October 2019. Both State grants are effective from September 1, 2019 through March 31, 2022. The CWDB provided a total of $1,126,975 to support P2E for the region. The P2E Direct Services grant in the amount of $647,983 will provide direct services to low- to moderate-risk, formerly incarcerated and justice-involved adults needing eligibility, assessment, access to employment training resources, supportive services, career coaching (case management), and follow-up services. The scope of services for the second grant, the P2E Supportive Services Earn and Learn grant in the amount of $478,992, differs from the Direct Services grant only in the numbers of participants to be served.

Total amount of P2E grants $1,126,975 Amount allocated to other WDBs in Coastal Region - $641,250 Amount available for MCWDB direct services and administration $485,725 Amount available for MCWDB administration - $93,785 Total amount available to provide direct services for Turning Point $391,940

A total of $391,940 from both P2E grants was allocated to the MCWDB to provide services within Monterey County. A Request for Qualifications (RFQ) was released on May 3, 2019 to procure one or more service providers with substantial experience serving justice-involved and formerly incarcerated individuals. Two proposals were received by the submittal deadline of May 17, 2019 – one from Turning Point of Central California, Inc. and one from Second Chance Success, Inc. The selection panel determined that, although the founder of Second Chance Success had significant management experience, the organization itself had been incorporated less than a year prior to the procurement and lacked sufficient experience with the targeted population and

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local resources. Turning Point of Central California has provided services to justice-involved and formerly incarcerated individuals for the past 10 years.

P2E Grant Funding Amount Direct Services $225,031 Supportive Services Earn and Learn $166,909

Total $391,940

DISCUSSION: Prison to Employment services are targeted to individuals reentering our communities from local jails and state prisons and are intended to reduce recidivism and improve employment outcomes for the supervised population through the creative and effective alignment of training, education, and other services for this population with the industries and employers driving regional employment. Turning Point will be responsible to perform the following activities:

• Recruit and enroll 27 eligible individuals into the Direct Services grant and 20 eligible individuals into the Supportive Services Earn and Learn grant;

• Ensure that participants receive both ACT WorkKeys Career Ready 101 and pre- and post-assessments;

• Provide Intensive, Supportive, and Retention services to participants; • Participate in data collection and reporting necessary for project evaluation; • Maintain financial accounts and records; and • Designate a Project Navigator who will:

o Coordinate reentry services with community-based organizations, education and training providers, parole and correctional agencies, and judicial system officials before each P2E client is released;

o Coordinate referrals and warm handoffs to service providers, especially during the critical 72 hours post-release;

o Work collaboratively with case manager to interpret assessment findings, develop an Individual Employment Plan (IEP) and identify community-based supports that coincide with client goals; and

o Provide intensive support to P2E participants upon release to ensure that each client’s IEP is followed and that participants are connected to all wrap-around services outlined in his or her IEP (e.g., substance abuse treatment, housing, etc.).

The MCWDB is asked to authorize the Executive Director of the MCWDB to execute amendments to the Agreement in the event that additional funds are allocated by the CWDB, or if funding is decreased, in an amount not to exceed 25% per grant fund, subject to review by County Counsel. This will allow for more timely expenditure of funds. Next Steps: The recommendation of the Workforce Development Board will be forwarded to the Board of Supervisors for consideration in January 2020.

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MEMORANDUM



SUBJECT: RECAP OF OCTOBER 2, 2019 WORKFORCE DEVELOPMENT BOARD RETREAT

DATE: DECEMBER 4, 2019 INFORMATION: Board members will discuss the next plan of action as a result of the Workforce Development Board retreat held on October 2, 2019.

PLANNING RETREAT SUMMARY

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SUMMARY

The Monterey County Workforce Development Board convened on October 2, 2019 for its regular business meeting and annual planning session. The goal of the Planning Retreat summarized herein was to define a shared action agenda for the WDB for the upcoming year. This is a summary of that meeting and an overview of potential next steps.

THE AGENDA

Members in attendance received an overview of the structure of the workforce system, their role as board members, and information on workforce development trends at the Federal, State, Local and Regional levels. Central to the information presented was WIOA reauthorization slated for 2020; and information on the direction, initiatives and funding priorities emerging from Governor Newsom’s administration and the CA State Legislature.

With this information as a backdrop, the members engaged in a facilitated exercise and discussions regarding the path forward for the MCWDB which focused on three questions:

• What Should We Do?

• What Do We Need to Be Effective?

• What Is our Action Plan?

WHAT SHOULD WE DO?

WDB Members focused on their need to use their community, business and organizational connections to broaden the conversation around workforce related issues in the County. They discussed the changing role of the WDB from that of a funder to that of an influencer, convener and broker of workforce solutions that are relevant to both the County’s industries and residents.

Key area for further exploration included:

Expanding Partnerships

• Invite City Councils and their members to attend WDB meetings and address them at their meetings re: business assistance

• Increase partnerships with the Chambers

• Identify industry associations and become active (A/A)

• Be the “conveners” in the community and shout out our “community voice for workforce

MCWDB Planning Retreat – October 2019

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• Invite leaders from agencies and local government to get to know our membership and understand our goals

• Invite school board members and CTE instructors to Board meetings

• Board members deliver presentations at Rotary, Kiwanis, etc.

Advocacy

• Do a legislative lobbying/advocacy trip with Regional Partners/Workforce Board Members

• Consider local policy advocacy – e.g., Local hire preference

• Engage and address our local concerns at the policy level

• Be active with County and Local Government

o Engage in planning meetings – General Plan update every 10 years

o Sustainable Communities discussions

o Work with Government partners to incentivize businesses to hire local

o Support housing nearby to reduce traffic/pollution

o Engage in efforts to maintain/reduce energy consumption – what are the workforce implications

Improve Existing Partnerships

• Partner presentations at WDB meetings so members better understand what partners do

Communication

• Communicate and collaborate with both industry and education

• Adult Ed., Higher Ed., K-12, CBOs, Public Agencies

• E-Blast monthly newsletter – Grow email list

• Board members need a clear understanding and ability to articulate what WIOA is, and how it is different than a welfare or low-income targeted program

o What does priority of service mean

o Who is “eligible”?

Sectors

• Find out what business needs

• What jobs are needed

• What skills/trainings are needed

• Understand where the jobs are – Where are the ERs/Businesses

• Keep workers in the region/local areas

• Make sure we are training to employment needs

• Connect employers in priority sector to business services


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• Understand hiring and staffing practices of sectors – e.g., Use of traveling nurses in health care – Demand may be different than advertised

• Construction Sector should be segmented to better understand local demand

o Heavy/Highway

o Commercial

o Residential

o Specialty Contractors

o Design

o Green – Eco, Solar, Wind

• Look at new sub-sectors emerging – e.g., Cannabis – opportunity for workers, apprenticeships for these new jobs

High Road Focus

• Ensure job supports we invest into are good paying jobs

• Training should result in local jobs being filled

• Training and Education should be linked to demand

• Promote “Learn by doing”

• Connect to business through mentorships and internships

WHAT DO WE NEED?

As business, community, labor and education leaders on the Workforce Board, the members then considered what the system, or they as Board members needed to be effective.

Data

• Relevant data that helps us understand how we decide on Sectors and the amount of focus that should be placed on each Sector

• Understanding of the Worker/Housing balance – Survey

Services and Supports to Address Worker Barriers

• Transportation

• Childcare

• Access to education, certification and training services

o Locations

o Schedules


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o Eligibility

o Assistance with Right to Work issues

• Understand special population needs and availability of services

o How to get Agricultural workers and Limited English Proficiency to career path

o Homeless population

Understanding service needs and preparing them for jobs

Aspen Institute Whole Family approach

o Low literacy population

o Opportunities for adults without right to work

Training/Certification/Ed

• Need to map training assets beyond ETPL vendors

• Commitment from schools to offer relevant programming – May require change in structure/ processes and trying new models

• Look at Integrated Education & Training – IET/I-BEST

• Basic skills and employability skills training for employers

• Work-based learning/training, pre-apprenticeship, apprenticeship, internship models

• Information on successful models and best practices from other areas

• Support for primary contractors as system needs change

Sectors

• Better connection with existing industry to identify emerging needs

• Business Engagement Strategy

High Road Focus

• Access to living wage jobs – What Sectors are they in/Where are they?

• SB1 – Need information on

o Planned Projects

o Local resources available

o Gaps in worker supply

• Build relationships now with contractors who do this work

o Fort Ord Reuse Authority (FORA) and Transportation Agency for Monterey County (TAMC)


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Regional

• Need to integrate regional efforts and initiatives

• Coordination of services regionally, including and beyond WIOA

• Meet with the other Boards in the region

• Understand worker housing focus of others in the region

WHAT IS OUR ACTION PLAN?

While the Board Members present did not have the opportunity to establish priorities or set timeframes for action related to these priorities, there are key themes that emerged during the planning session from which an action agenda can be implied. As a cautionary note, one Board Member penned: “We need to focus on a limited number of priorities.” This is sage and sound advice given that the work of the MWB requires deep engagement through robust and diverse partnerships for it to have lasting impact.

Connecting with Business:

• Sectors: o A clear understanding of the priority sectors, how they are selected, the businesses that make

up these sectors and the employment needs of those businesses is needed. o Making priority sectors the focus of the WDB business services strategy will provide an

opportunity to deeply understand the needs of these economic drivers, the nature and quality of jobs they represent and what it takes in order for individuals to have access to these jobs.

o Mapping training, certification and education programs available in the area (both ETPL and non-ETPL) would provide a picture of where the talent pipeline meets or misses the needs of industry giving education and training providers valuable information on the relevance of the programs they offer. It may also serve as the impetus for new program development driven by industry experts and based on industry demand.

o Given the “High Road” focus of the State, information gleaned about the WDB’s priority sectors may be used to guide development of partnerships for grant opportunities, targeting funding to increase or launch high demand training programs, provide opportunity for local hire initiatives to be negotiated with key sectors, design programs that lead to employment of special populations, and, long-term, may provide the basis for implementing worker advancement strategies in cooperation with business and education partners.

o Moving from a one to one business engagement approach to a sector focused approach may provide a more realistic picture of the aggregate demand for specific skills/workers within a sector and provide the basis needed for creation of specialized training programs.

Telling Our Story:

• Advocacy/Communication/Expanding Partnerships


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o WDB Members expressed interest in and willingness to engage in local, state and federal advocacy. In order to do this effectively, they will need to be equipped and supported with communications materials that are audience relevant, provide key messages to be delivered consistently and have identified points of contact with in WDB staff for any questions or referrals that require additional follow-up.

o The WDB may wish to consider establishing a group of WDB Ambassadors who are prepared and can be called on to attend and present information in a variety of settings.

o There is interest in approaching advocacy from the regional level. This may be an area of coordination that would be attractive to the other WDBs in the Coastal Region.

o The work that the WDB is doing on branding will have direct impact on the messaging and communication. As part of the branding effort, the WDB should consider developing consistent communication materials and an outreach strategy that could be implemented by designated WDB Ambassadors.

o WDB Members expressed a desire to increase participation of a broad range of stakeholders in regular meetings. As part of the WDB communications plan it would be advantageous to map out who the Members would like to engage, the most effective way to reach these stakeholders and clearly identify why their engagement/participation is important. Special topics may need to be added to the routine business agenda to engage participation. In some instances, the WBD may wish to host a special event, reception after a meeting or consider joint meetings with industry or community groups as a way of increasing visibility.

o WDB Members asked to be asked. Members want to support staff as they reach out to key sector representatives, and Members understanding that they may have personal cache that will open doors and engage other leaders in a way that staff cannot. For WDB staff, mapping Members and their connections would assist in understand whom to call in when. For Members, making WDB staff aware of other boards, commissions, industry associations or affiliations you have will better equip them to reach out to you at appropriate times.

Regional Collaboration/Coordination:

• Opportunities to Engage

o By and large, regional engagement has been driven by planning, funding, and project opportunities coming from the State workforce board. There is opportunity for the MCWDB to initiate regional engagement around shared opportunities and common challenges.

As part of a planned partnership-building process, WDB members might want to explore a “WDB Exchange Programs” by hosting representative from other boards within the region and visiting those board in return.

At the state and national level, multiple boards in a common area have come together to perform regional studies of Sectors, special populations, unique regional conditions (e.g., worker/housing balance, transportation), regional training and education needs, economic conditions driving the region. These may provide opportunity to form partnerships and identify opportunities for regional grant applications that are driven from


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the grassroots level up, in addition to partnering on regional RFPs driven from the state down.

Advocacy efforts may also be an area ripe for regional collaboration. Understanding what other local boards view as opportunities for advocacy may inform the advocacy agenda of the MWDB and lead to coordination of efforts and outreach.

Regional collaboration on understanding and designing industry-driven solutions to sector needs, sharing learning across the region on shared sectors and engaging with industry associations that may only exist at the regional level are additional opportunities for collaboration.

Conclusion:

The information provided in this document should be used to help inform focused, topic-specific conversations aimed at identifying key areas for action over the next year. It is recommended that the MCWDB Executive Committee review this information within the next 45 days and plan next steps for gathering Member input on selection of priorities. As the Board finalizes its action plan, conversations should focus on answering the following questions:

• What do we really mean by this topic? What do we know about this topic? (Just refresh! No need to spend too much time here.)

o What are the 2-3 specific actions that should be taken to trigger change or progress in this area in the next 6 months? 12 months? Criteria

1) Will it yield high, positive impact for the greatest number of organizations and/or the community and/or those we serve? 2) Will change be feasible (assume: one-year timeframe; no new, immediate resources; change occurs within spheres of this Board’s scope of influence)

o What is the end result? i.e. How will we know we’ve made progress? o Who needs to be involved? What is the first step? What is our early win (i.e. what can we

accomplish in 60-90 days?)

• The results of this prioritization exercise should be synthesized into an action plan that includes information on who will be responsible/accountable for follow-through, how the work associated with the key priority areas will be done, how WDB Members will own the work outlined, and key results desired for each priority area. Decisions will need to be made on how the work outlined fits into the existing structure of the MCWDB and if there is need to modify structure, activate ad hoc workgroups/committees, or partner with other organizations to accomplish the identified priority.