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Board of Directors Meeting Tuesday, August 18, 2015 – 8:00am
CareerSource Brevard, Rockledge Boardroom (Teleconference 321-394-0707)
Attendees: Michael Bean, Daryl Bishop (Treasurer), Colleen Browne, William Chivers, Tereasa Compton, Dale Coxwell,
Carol Craig, Susan Glasgow, Debra Greco, Nancy Heller, Robert Jordan (Vice Chair), Paula Just, Mike Menyhart (Chair), Linda Miedema, Wayne Olson, Amar Patel, Dan Raymond, Terry Schrumpf, Patricia Stratton, Ronald Tiabl, Lynda Weatherman, Vanetta Valdengo.
Agenda To facilitate and be the catalyst for workforce development services
that are responsive to the employment needs of Brevard County Call to Order Mike Menyhart Introductions Mike Menyhart Public Comment Presentations:
A. Staff Recognitions a. 5 Years – V.Carothers, D.Lusk, L.Robinson, J.Witt b. 10 Years – M.Stone, J.Watson
B. Sector Partnership Lisa Rice Action Items:
A. Contracts with Board Members B. Board Member Nomination C. ITA Waiver Request PY 15-16
Consent Action Items: Mike Menyhart
A. Board of Director’s Meeting Minutes – 6/2/15 B. Youth Program Design C. Staffing Agency Contracts
Information Items Mike Menyhart
A. Budget Update PY 15-16 B. Performance Funding Model PY 15-16 C. End of Year Contractor Performance PY 14-15 D. Outreach Plan – Social Media E. Quarterly Website Performance F. Individual Training Vendor Procurement G. Growing the Resources of the Board H. VITA Outcomes I. State Employer Training Grant Update J. Financial Reports (Charts 1, 2, & 3)
Page No.
1 2 3
4 – 6 7 8
9 10 – 13 14 – 16 17 – 18 19 – 20 21 – 22 23 – 28
29 30 – 31 32 - 36
K. Vendor Payments L. Committee Meeting Minutes
1. Business Workforce Committee – 7/9/15 2. Community Involvement Committee – 4/22/15 & 7/22/15 3. E3 Committee – 6/11/15 4. Executive Committee– 5/5/15 & 6/15/15
M. Board Attendance Adjourn
37
38 – 39 40 – 43 44 – 46 47 – 50
51
Meeting information is always available @ brevardworkforce.com – Choose “Calendar”
For questions please call 321-394-0507 TTY: 711-321-394-0507
Upcoming Meetings:
September 2015 10th E3 Committee-8:30am-CSB Boardroom October 2015 1st Business Workforce Committee-8:30am-CSB Boardroom 28th Community Involvement Committee-4:00pm-CSB Boardroom November 2015 3rd Executive Committee-4:00pm-CSB Boardroom 17th Board Meeting-8:00am-CSB Boardroom 18th Workforce Operations Committee-8:30am-CSB Boardroom December 2015 10th E3 Committee-8:30am-CSB Boardroom January 2016 7th Business Workforce Committee-8:30am-CSB Boardroom 27th Community Involvement Committee-4:00pm-CSB Boardroom February 2016 2nd Executive Committee-4:00pm-CSB Boardroom 10th Workforce Operations Committee-8:30am-CSB Boardroom 23rd Board Meeting & Retreat-8:00am-12:00pm-RCC March 2016 10th E3 Committee-8:30am-CSB Boardroom April 2016 7th Business Workforce Committee-8:30am-CSB Boardroom 27th Community Involvement Committee-4:00pm-CSB Boardroom May 2016 3rd Executive Committee-4:00pm-CSB Boardroom 11th Workforce Operations Committee-8:30am-CSB Boardroom 17th Board Meeting-8:00am-CSB Boardroom June 2016 9th E3 Committee-8:30am-CSB Boardroom
August 18, 2015
Action Brief
On the Job Training (OJT), Employed Worker Training (EWT), Adult Work Experience (AWE), and Other Contracts with Board Members Background Florida Statute 445.007 and CareerSource Florida (CSF) Policy concerning regional workforce board contracting states that any contract between a regional workforce board and a member of that board who may benefit financially or that has any relationship with the contracting vendor must be approved at Board level and reported to CSF, and if over $25,000 must be approved by CSF prior to executing the contract. Recommendation Recognizing that the board convenes on a quarterly basis, and to be able to meet business needs in a timely and efficient manner, staff has worked closely with the employer(s) listed below to identify their currently known and subsequently anticipated OJT, EWT AWE training needs, and other contracts. Where there certainly may be other opportunities presented at future board meetings, by approving this request today, CareerSource Brevard (CSB) will be able to assist these business customers. Staff recommends Board approval of the following annual employee health insurance premium renewal contract: Business Name: Health First Health Plans, Inc. Board Member: Paula Just Total Not to Exceed: $168,500 The annual renewal contract term will be November 1, 2015 – October 31, 2016. Action Approve or deny contract recommendations for Health First Health Plans, Inc., for the annual employee health insurance premium renewal.
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August 18, 2015
Action Brief
Board Member Nominations Committee Request Review and approve or deny nominations for Board Membership for the next full Board of Directors meeting. Background The following nomination would fill a mandatory seat. Traci Klinkbeil, is recommended by the Executive Committee to replace Phebe Powell as a one-stop partner. Ms. Klinkbeil is the Circuit 18 Department of Children and Families Community Development Administrator. Action Recommend Traci Klinkbeil as Board member to the Board of County Commissioners for ratification. Additional Member Info Digna Carballosa, HR Director at NASA Kennedy Space Center, has resigned from the Board. However, we will continue to work with NASA.
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August 18, 2015
Action Brief Request for Waiver of 50% WIA Individual Training Account (ITA) Reserve Requirement for Program Year 2014-2015 Background Since 2000, Florida Law [s. 445.003(3)(a)1., F.S.] has required: At least 50 percent of the Title I funds for Adults and Dislocated Workers that are passed through to regional workforce boards shall be allocated to Individual Training Accounts unless a regional workforce board obtains a waiver from CareerSource Florida (CSF). Tuition and fees qualify as Individual Training Account expenditures, as do other programs developed by regional workforce boards in compliance with policies of CSF. Effective July 1, 2012, Chapter 2012-29, L.O.F. reduced the types of expenditures authorized for ITAs. It did not change the 50% ITA reserve requirement or CSF’s authority to grant a waiver of the requirement. Authorized ITA expenditures now only include tuition, books and fees of training providers and “other training services prescribed and authorized by the Workforce Investment Act.” The previous law was interpreted to also authorize expenditures for the various core, intensive and supportive services related to training programs. This allowed the remaining non-reserved funds to be used for other services and initiatives. The state has set up a sliding scale for waivers this year. The sliding scale for Region 13 shows that our funding has had a 29.95% cut which qualifies us for a waiver to 30% on ITA’s for PY 15-16. Recommendation The Executive Committee recommends again submitting a one year waiver extension request that would reduce the ITA reserve requirement to 30% for Program Year 2014-2015. This is the same waiver that was granted to CSB in the last three program years. Action Approve or modify the Executive Committee recommendation to seek a one year waiver extension from the CSF Board to reduce the ITA reserve requirement to 30% of WIA Adult and Dislocated Worker funds to be expended in Program Year 2014-2015.
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CareerSource Brevard Board of Directors Meeting
June 2, 2015
MINUTES
Members in Attendance: Brian Binggeli, Daryl Bishop, Dale Coxwell, Susan Glasgow, Debra Greco (via telecom), George Hauer, Robert Jordan (via telecom), Mike Menyhart, Linda Miedema, Wayne Olson, Amar Patel, Phebe Powell, Dan Raymond, Patricia Stratton, and Ronald Taibl. Members Absent: Michael Bean, Colleen Browne, William Chivers, Tereasa Compton (ex-officio), Carol Craig, Nancy Heller, Paula Just, Robert Merrilees, Digna Carballosa (ex-officio), James Roberts, Terry Schrumpf, Lynda Weatherman, and Stockton Whitten. Staff Present: Board Staff: Jana Bauer, Denise Biondi, Judy Blanchard, Sandi Briles, Marci Brilley, Don Lusk Richard Meagher, Lisa Rice, Lyn Sevin, James Watson, and Jeff Witt. Contractor Staff: Latisha Ali-Ramlogan, Chris Berry, Antoinette Broomfield, Caroline Joseph-Paul Thomas LaFlore, and Jessica Mitchell. Guests: Linda Brandt, Frances Heaston, Bill Ronat, and Natalie Swinton. Call to Order: The CareerSource Brevard (CSB) Board Meeting was called to order at 8:02am by Mike Menyhart. Public Comment: There was no public comment. Presentations: Job Seeker Recognition Antoinette Broomfield introduced Natalie Swinton who was recognized for her success with CSB. Staff presented a PowerPoint presentation on Manufacturing. Action Items: Board Member Nomination Nomination for prospective Board Member Venetta Valdengo to replace Stockton Whitten in a mandatory partner position was presented. Motion to approve the Executive Committee recommendation that the above nomination be sent to the Brevard County Board of County Commissioners for ratification was made by Patty Stratton and seconded by Daryl Bishop. The motion passed unanimously. Contracts with Board Members CSB Board Members Paula Just, Stockton Whitten, Brian Binggeli, Amar Patel, Dale Coxwell, and Mike Menyhart identified the need to abstain from discussion and voting prior to the meeting. Motion to recommend Department of Economic Opportunity approve OJT contract with Health First in an amount not to exceed $180,000 made by Ron Taibl and seconded by Susie Glasgow. Motion passed unanimously. Paul Just was absent.
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Motion to recommend Department of Economic Opportunity approve OJT contract with Brevard County in an amount not to exceed $300,000 made by Amar Patel and seconded by Dan Raymond. Motion passed unanimously. Stockton Witten was absent. Motion to recommend Department of Economic Opportunity approve OJT contract with Brevard Public Schools in an amount not to exceed $210,000 made by Wayne Olson and seconded by Daryl Bishop. Motion passed unanimously with Brian Binggeli abstaining. Motion to recommend Department of Economic Opportunity approve OJT contract with Brevard Achievement Center in an amount not to exceed $75,000 made by Patty Stratton and seconded by Phebe Powell. Motion passed unanimously with Amar Patel and Dale Coxwell abstaining. Mike Menyhart turned the chair over to Daryl Bishop. George Hauer made a motion to approve OJT contract with Migrandy Corporation in an amount not to exceed $24,000, and report to Department of Economic Opportunity. Dale Coxwell seconded the motion. Motion passed unanimously with Mike Menyhart abstaining. Daryl Bishop relinquished the chair. Budget for Program Year 2015-2016 Staff reviewed proposed budget, budget options and savings choices for Program Year 2015-2016 and stated that the operating cost reductions amounted to approximately $200,000 and not $321,500 as stated in the Agenda brief. Motion to approve the recommended budget for PY 2015-2016 at the current projected funding level of $8,257,400 and grant the President authority to utilize additional funds for operations as they become available throughout the program year made by Daryl Bishop. Motion seconded by Wayne Olson and passed unanimously. Reappointment of Board Members Susie Glasgow made a motion to approve Executive Committee recommendations for Board membership renewal in accordance with WIOA changes effective July 1, 2015 as follows:
1. Amar Patel, Michael Bean, and Terry Compton will continue their membership for a period of one year.
2. Debra Greco, Mike Menyhart, and Wayne Olson will continue their membership for a period of three years.
Motion was seconded by Phebe Powell and passed unanimously. These reappointments will be sent to the Brevard County Commission for ratification. Retiring board members Brian Binggeli, George Hauer, Bob Merrilees, James Roberts, and Tim Yandell were acknowledged for their service. Nomination of Officers Motion to approve the Executive Committee recommendation for the slate of Officers for Program Year 2015-2016 (listed below) was made by Patty Stratton and seconded by Susie Glasgow. Motion approved unanimously. Chair - Mike Menyhart, President, Migrandy Corporation
Vice Chair – Robert Jordan, President, Genesis VII Treasurer – Daryl Bishop, Vice President/Commercial Banker, Seacoast National Bank
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Case File Cleanup CSB’s President discussed the need to clean up old caseload files and the impact it may have on federal performance measures to the extent that it could affect local area designation. Staff requested exiting cases files older than two years by June 30, 2015. Additionally, staff will be working with the contractor to establish a policy for timely exit of case files from programs protocol with the new WIOA requirements in mind. Motion to approve President’s recommendation to exit 30-45 case files at that are older than two years as long as the customer is not in training, work based training or actively engaged in job search, and it will not jeopardize local area designation made by Susie Glasgow. Motion seconded by Robert Jordan and passed unanimously. Consent Action Items: Mike Menyhart opened the floor for discussion and approval on the consent agenda items:
1. Approval of Board of Directors meeting and retreat minutes for February 17, 2015 2. Selection of Key Industries for Program Year 2015-2016 3. Regional Target Occupations List 4. Contract Renewal for Career Center Operations Program Year 2015-2016 5. Training Funds Investment Mix Program Year 2015-2016
Motion to approve the Consent Action Items made by Ron Taibl and seconded by Dan Raymond. The motion passed unanimously. Information Items: Information items presented included upcoming meeting schedule, Talent Pipeline Partnership for WIOA, Growing the Resources of the Board, AARP Foundation Grant Update, Use and Success of Five Steps Program, Sector Strategy, EFSC Industry Advisory Councils, State Performance Measures, Third Quarter Local Performance, State Employer Training Grants, Financial Reports, and Committee meeting minutes. There being no further business, the meeting was adjourned at 9:22am. Submitted by, Reviewed by, (signature on file) 7/13/2015 (signature on file) 7/13/2015 Lyn Sevin Date Mike Menyhart Date
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August 18, 2015 Consent Agenda Brief
WIOA Youth Program Design Background CareerSource Brevard (CSB) is working on the modification of the NextGen youth program so that it’s more in line with the new Workforce Innovation and Opportunity Act (WIOA) requirements. Some, but not all of the new WIOA requirements are:
• Prioritizing services to out-of-school youth (75% of funding)
• A youth in Adult Education, YouthBuild and Job Corps are now considered Out-of-School
• Heavy emphasis is placed on work based training activities with the requirement to spend 20% of youth funds (after admin) on work based training efforts. This equates to the majority of CSBs youth training funds
Overview of Key Changes
• Eliminates the two track design and creates three cohorts o Out Of School Youth (OOS-DF) – Youth that have a High School Diploma (HSD) or
GED and can be engaged in Dynamic Futures Work Readiness training (takes the place of the current Foundations training)
o Out Of School Youth (OOS) – Partner Programs – Youth who are participating in Adult Education, Project Search or YouthBuild
o In School (IS) Youth • Eliminates the Recruiter position and creates a position that works with the business
community to establish work-based training opportunities for NextGen Youth • Increases services to businesses due to a focus on employment as one of the two primary
indicators of performance • Eliminates scholarship funding for school – will have to be co-enrolled in WIOA Adult to
receive funding • Engages young adults near completion of an education program vs. at the beginning • Significantly reduces funding for support services and incentives • If the youth is OOS and does not have a HSD or GED, they will be referred to either through
Adult Ed or YouthBuild for completion The Workforce Operations Committee approved the youth program design for the Consent Agenda of the Board of Directors meeting. Action Approve the Workforce Operations Committee recommendation for the new Youth Program Design.
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August 18, 2015
Consent Agenda Brief
Staffing Agency Contracts
Background The current five year staffing contracts for providing a broad range of staffing services including the temporary placement of adults and youth into subsidized work-based experiences and temporary workers for National Dislocated Worker Grants is set to expire.
CSB Board staff has evaluated 3 proposals submitted in response to an Invitation to Negotiate solicitation to procure a broad range of staffing services and determined B&B Business Solutions, d/b/a Spherion Staffing, LLC as well as JMark Inc. of Central Florida d/b/a Manpower were the most advantageous to CSB taking in to consideration their qualifications, price and other criteria set forth the in the solicitation and recommends that CSB awards 4-year Indefinite Delivery/Indefinite Quantity (ID/IQ) contracts to both vendors. Each contract would be negotiated and issued using a 1 year initial term with 3 one-year options to extend the term of performance.
The Executive Committee has reviewed Board Staff recommendations and recommends awarding ID/IQ staffing services contracts to B&B Business Solutions, d/b/a Spherion Staffing, LLC, and JMark Inc. of Central Florida d/b/a Manpower using a 1 year initial term with 3 one-year options to extend the term of performance for a total contract term of 4 years.
Please note: Board staff does not anticipate the necessity of committing funding in excess of $145,000 per year for staffing services. However funding levels and requirements may change and the President has authority to act upon such funding level changes to allow for rapid response to program funding.
Action Approve or deny Executive Committee recommendation to award 4-year ID/IQ contracts to B&B Business Solutions, d/b/a Spherion Staffing, LLC, and JMark Inc. of Central Florida d/b/a Manpower to provide a broad range of staffing services on an as-needed basis.
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August 18, 2015
Information Brief
Budget Update for Program Year (PY) 2015-2016 Background In May the CSB Board approved a budget of $8,257,400 for PY 15-16. That budget had a 35% ITA expenditure level which the Board has agreed we should strive to meet for PY 15-16. The PY 14-15 year-end close out provided additional unobligated funds of $94,500 to the budget. The overall impact is the CSB budget went from $8,257,400 to $8,351,900. Due to timing issues, two technology items were carried forward from the PY 14-15 budget, a final $30,000 Content Central payment and a $20,000 server storage upgrade, leaving a current unobligated budget balance of $44,500. Senior staff are reviewing budget items that were initially reduced and in accordance with the Board’s authority, the President will authorize adding funds to operations once priorities have been established. Currently, outreach, overnight travel, and NAWB registrations have been identified as areas to restore. This information will be shared with the County Manager in August.
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August 18, 2015
Information Brief
Performance Funding Model for PY 15-16 Background CareerSource Florida has developed a new funding model for awarding performance incentive funds to Regional Boards for PY 15-16. The new model removes the Region to Region comparisons used in previous models and takes into consideration regional socio-economic conditions, including but not limited to: unemployment rate, population density, per capita income, etc. that may affect performance outside the regions control. Participation in the funding model is a Regional decision and does not impact the normal funding amounts received by the region, but can provide performance incentive funds to the region. THE MEASURES Placement Rate and Time to Earnings Metrics are calculated quarterly. All others are calculated annually. In the following descriptions the minimum threshold (MT) and targets (T) for PY 15-16 are shown as MT/T Short Horizon Measures Placement Rate – (15%/20%) How successful we are at placing people in jobs? Metric is simply the fraction of people that entered the system without a job in one quarter who had earnings in the next quarter. Time to Earnings – (2.19/1.64 quarters) How long does it take to get people employed? Lower numbers are good here since the strategy is to exit to avoid a longer time to earnings. However, if they are in training and get a higher wage upon completion, then the metrics for Earnings for Dollars Spent and Average Earnings would go up. For the Time to Earnings metric, lower is better indicating that the customer moved from no earnings to positive earnings faster. Cost per Employed Exit – ($679/$509) How much on average is spent to get people employed? All expenditures divided by all customers who exited the system with positive earnings during quarter of exit. Lower is better for this metric as it indicates fewer dollars spent to employ a customer. Business Engagement – (600/800) How many businesses are engaged with an intensive service? Number of businesses served with an intensive service that is identified in SalesForce/ divided by the Region 13 apportioned share of 30,000 statewide businesses with 5 or more employees and CSB’s share of WIA funds received. These businesses receive a survey (1 per quarter up to 4) that will go toward setting the baseline for a long horizon measure. The business engagement scores don’t go into the Improvement payout for PY 15-16 but will count toward the Excellence payout. Long Horizon – (None of these are part of the PY 15-16 payout) Earnings per Dollar Spent – ($14.30/$19.10) How successful are we at turning expenditures into earnings for people? Looks at earnings two quarters following exit, which is similar to the federal measures. This is not an hourly wage but rather a result of dividing total wages by dollars spent.
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Average Earnings – ($4,244/$5,659) Total earnings of all exiters in the two quarters following exit quarter divided by total exiters. This metric is similar to federal measures. Customer Satisfaction – Satisfaction results of Businesses Surveyed in Business Engagement Measure. This measure will not be used until PY 16-17. Regions will be awarded additional credit towards performance metrics for serving certain populations of individuals with barriers to employment and individuals more at-risk of not connecting to the labor market, as identified by WIOA:
• formerly incarcerated • homeless • veterans • individuals with disabilities
Region 13’s metrics level for PY 15-16
Placement (percentage)
Time to Wage
(quarters)
Spending Per
Employed Exit
Earnings Per
Employed Exit
Total Wage Per Dollar
Spent
Business Engagement
PY 15-16 Target .200 1.64 $509 $5659 $19.10 800 PY 15-16 Threshold .150 2.19 $678 $4244 $14.30 600 Actual Last Year .193 1.676 $489 $5893 $19.76 N/A *Adjusted Last Year .238 1.631 $430 $6039 $23.01 N/A
*Adjusted includes the extra credit for serving difficult to serve populations
THE TIE MODEL
This method uses a TIE model where performance is rewarded based on:
1) Regions ability to meet a global performance Target 2) Regions ability to show continuous Improvement 3) Regions ability to perform at the top of the system Excellence
Target – Has three components as listed below and demonstrated in the following table –
a) Target based on previous year performance standardized to 100 b) Minimum Threshold 75% of Target. You must meet this minimum threshold on all measures to receive
any award funding, and c) Global Target (400 (100 for each of 4 metrics for FY 2015))
REGION PERFORMANCE Minimum
Threshold Target Actual
Score Minimum Met?
Target Met?
Placement Rate 75 100 114 YES YES Time To Earnings 75 100 124 YES YES Cost Per Employed Exit 75 100 79 YES NO Business Engagement 75 100 92 YES NO Global Score (Sum of Actual) 409 Global Target 400 Global Target Met YES Funding Awarded YES
Note: Had any one of the Actuals been below 75 then Funding Awarded would have been No regardless of the Global Score.
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The goal here is to a) meet or exceed the minimum threshold on each metric and b) leverage CSB strengths to exceed the Global Target.
Improvement – is the Global Performance Score this year relative to the Global Performance Score last year. The Board that exceeds the previous year’s score by the largest amount is the Most Improved Board. Top 8 improved boards receive performance funding.
Excellence – the most Excellent Board is the Board with the highest Global Performance Score. Again, top 8 Excellent boards receive performance funding.
PERFORMANCE REWARDS
Performance Rewards for meeting Target will be proportionate to the regional share of formula funding the region receives. So a region that receives 10% of the federal dollars would receive 10% of the amount allocated for performance rewards.
CareerSource Brevard’s funding is $5,088,094, which is 2.6% of the federal dollars allocated to the state and therefore, $48,265 is the amount available for meeting minimum Thresholds.
Performance Rewards for continuous Improvement will be awarded to the top 8 performing regions and will be distributed in a way that allows the top performing region to receive a larger percent of the pool than the 8th ranked region (the amount allocated to the 8th most-improved region may not be less than 60 percent of the award for the most improved region).
Performance Rewards for Excellence will be distributed in the same manner and proportions as those for continuous improvement shown above.
PROS
There is a substantial amount of money to be awarded in PY 15-16 for these measures
Several of the measures are common to the federal measures so it will not detract from meeting federal measures
Region 13’s historical information on the measures indicates thresholds would be met. Additionally, historical information shows Region 13 would not have made the top 8 Improvement last year. CSB would have made #4 for Excellence last year. Therefore, theoretically, Region 13 would have earned $292,089.
Statewide Rank
1 294,271$ 2 277,455$ 3 260,640$ 4 243,824$ 5 227,009$ 6 210,193$ 7 193,378$ 8 176,563$
Improve and Excel Dollars
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CONS
There is no real way to know what processes impacted last year’s measures or would impact this year’s measures to lead us to again improve or excel in the measures.
With the exception of Business Engagement and Customer Satisfaction, the measures are based on Wage data which is typically not available until 3 to 6 months after the end of the reporting requirements which will make it difficult to track in a real time setting.
There is an all or nothing engagement with the measures in that CSB is participating in all measures or in none of them.
The measures will be publicized whether a region is participating or not in the performance funding model.
Action Taken:
As per CSB Bylaws, acting as the full Board, the Executive Committee approved CSB’s participation in the Performance Funding Model for PY 15-16
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August 18, 2015
Information Brief End of Year Contractor Performance PY 2014-2015 Background The CSB Workforce Operations contract is cost reimbursement for direct program costs, however, corporate costs and profit are withheld from the Contractor until measurable performance outcomes are achieved. Payments of withheld costs are available to the Contractor to earn on a quarterly basis. Using measures approved by the Board, corporate costs are withheld until A) 8 out of 10 of the minimum performance standards tied to employer and job seeker measures are met (table below) and, B) obtaining an overall system score of 90% on Career Center Standards. Table 1 shows the performance standards with the Minimum and Accelerated Goals for Contractor payments. The Performance Rate is shown with a red background if the minimum measure was missed and with a green background if the accelerated rate was met or exceeded. Performance that met the minimum but not accelerated is shown with a normal background. Because these measures are unique to Brevard there is no longer a comparison to performance ranking in other regions. Payment of withheld profit uses a performance measurement model based on the following elements: A) meeting or exceeding 5 out of 10 criteria tied to the State Quarterly MMR, expenditure of 90% of the scholarship unit budget, and 2 measures tied to completing staff training for the Business Engagement Toolkit and entering employer data in SalesForce; B) meeting or exceeding 5 out of 10 of the accelerated performance standards tied to employer and job seeker criteria and C) meeting or exceeding a minimum score of 75 on a Board performance evaluation related to programmatic monitoring results. PY 2014-15 Performance Results The Contractor succeeded in meeting or exceeding the performance criteria and was paid all withheld costs.
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Corporate Costs Objective/Criteria 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter Meet or exceed the minimum percentages set on 8 out of 10 Performance Standards established in Attachment F.
Contractor Met or
Exceeded minimum
performance goals on 7 of
the 10 measures
Contractor Met or Exceeded minimum performance goals on 9 of the 10 measures
Contractor Met or Exceeded minimum performance goals on 8 of the 10 measures
Contractor Met or Exceeded minimum performance goals on 8 of the 10 measures
NOT MET MET MET MET Obtain an overall system score of 90% or higher on the Career Center Standards
Overall system score of 99.5%
MET Profit
Meet or exceed 5 out of 10 measures as listed in the contract (7 from the Monthly Management Report (MMR) , 1 based on percentage of scholarship unit obligated funds and 2 based on staff training)
Met or exceeded 5
out of 10 measures as listed in the
contract.
Met or exceeded 6 out of 10 measures as listed in the contract
Met or exceeded 5 out of 10 measures as listed in the contract
Met or Exceeded 5 of the 10 measures as listed in the contract
MET MET MET MET Meet or exceed the accelerated percentages set on 5 out of 10 Performance Standards established in Attachment F.
Met or Exceeded
accelerated performance on 3 of the
10 measures.
Met or Exceeded accelerated performance on 6 of the 10 measures
Met or Exceeded accelerated performance on 8 of the 10 measures
Met or Exceeded accelerated performance on 8 of the 10 measures
NOT MET MET MET MET Meet or exceed a minimum score of 75 or higher on the CSB performance evaluation related to the annual state programmatic monitoring results N/A N/A N/A
Contractor scored 80
on the evaluation
of the annual
monitoring results
MET
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Minimum Goal
Accelerated Goal
Actual Performance
1 % of all business accounts that received an Engagement Service. 45% 55% 86%
2 The total business customer rating of one question regarding overall satisfaction and reported on a 1-5 scale. 85% 90% 82%
3% of Brevard Businesses in the construction/ manufacturing/ transportation industry with 5 or more employees receiving at least 1 Market Penetration Service.
18% 20% 31%
4% of Brevard Businesses in the healthcare/professional industry with 5 or more employees receiving at least 1 Market Penetration Service.
10% 11% 19%
5% of Brevard Businesses in the General/Other industries with 5 or more employees receiving at least 1 Market Penetration Service.
8% 9% 18%
6% of employers who have received an Engagement service in the preceding program year and have returned for an Engagement in the past 180 days.
90% 100% 119%
7 % of staff referrals given within a business cluster in which the job seeker became employed. 22% 26% 26%
8% of job openings posted in EFM, by employers who have received an identified Job Order Service(s) from the attached list of services, during the report period that are filled.
37% 44% 32%
9
% of WIA Youth who enter unsubsidized employment, military, a qualified apprenticeship program(s), post-secondary education, advanced training, or receives a HS diploma or equivalent, or obtains a post-secondary credential or industry-recognized certification by closure
90% 95% 96%
10
% of WIA Youth who are assessed as basic skills deficient at registration who achieve at least one educational functioning grade level gain in math and/or reading and/or language on or before the anniversary of the program participation date and/or closure date.
70% 75% 78%
6/30/2015Local Performance Measures
PY 2014-15
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beyo
nd
cust
omer
bas
e fo
cusin
g on
Pr
ove
IT®
tool
, Sta
rtU
p Q
uest
com
petit
ion,
M
anuf
actu
ring
jobs
, re
crui
ting
optio
ns, e
tc.
Cont
inue
to g
row
like
s by
post
ing
CSB
new
rele
ases
of
busin
ess i
nter
est a
nd re
leva
nt
wor
kfor
ce in
form
atio
n th
at is
us
eful
to o
ur a
udie
nce.
Enco
urag
e Co
mm
ittee
mem
bers
an
d Bu
sines
s Cha
mpi
ons t
o po
st
cont
ent o
n th
eir s
ites a
bout
th
eir C
SB e
xper
ienc
es a
nd to
co
mm
ent o
n th
e po
sts C
SB
mak
es.
Cont
inue
to u
se B
oost
Pos
t ta
rget
ed m
essa
ging
adv
ertis
ing
to g
row
aud
ienc
e
Link
edIn
Post
ings
for
busin
esse
s---
keep
ing
this
med
ium
fo
cuse
d on
how
to
fost
er, e
duca
te &
su
ppor
t bus
ines
ses
Q4
Goa
l: G
row
follo
wer
s by
5%
. .
Q
4 St
atus
: Cu
rren
tly w
e ha
ve 8
62 fo
llow
ers o
f the
Li
nked
In p
age
whi
ch is
a
14%
gro
wth
in fo
llow
ers
since
3/3
1/20
15.
Q1
Goa
l: G
row
follo
wer
s by
5%
.
DYK?
PY
14-1
5 Fo
llow
ers +
39%
On-
goin
g ad
ditio
n of
mor
e se
rvic
es a
nd m
ore
robu
st
over
view
and
spec
ialti
es.
Post
ing
stat
us u
pdat
es.
Leve
ragi
ng o
f bes
t pra
ctic
e bu
sines
s/em
ploy
er c
onte
nt
repo
sts f
rom
oth
er in
dust
ry
lead
ers a
long
with
rele
vant
re
gion
al b
usin
ess n
ews.
Post
pro
mot
ions
to g
ain
wid
er re
ach
beyo
nd
cust
omer
bas
e fo
cusin
g on
Pr
ove
IT®
tool
, Sta
rtU
p Q
uest
com
petit
ion,
M
anuf
actu
ring
jobs
, re
crui
ting
optio
ns, e
tc.
Grow
follo
wer
s by
cont
inui
ng to
en
gage
aud
ienc
e w
hile
re
info
rcin
g CS
B br
and
and
conv
ertin
g bu
sines
ses t
hat w
ork
with
CSB
to b
ecom
e Li
nked
In
follo
wer
s.
Post
CSB
new
rele
ases
of
busin
ess i
nter
est a
nd re
leva
nt
wor
kfor
ce in
form
atio
n th
at is
us
eful
to o
ur a
udie
nce.
Use
pro
mot
ion
tool
s in
Link
edIn
to
spea
k to
a w
ider
aud
ienc
e be
yond
cur
rent
follo
wer
s.
2043
2490
1000
1150
1300
1450
1600
1750
1900
2050
2200
2350
2500
2650
2800
2950
Face
book
Lik
es
22%
758
862
010
020
030
040
050
060
070
080
090
010
00
Link
edIn
Fol
low
ers 14 %
17 o
f 51
Soci
al
Med
ium
Fo
cus
M
etri
c Pr
ogre
ss
Nex
t Ste
ps
Cha
rt o
f Pro
gres
s
Twitt
er
Gene
ral d
istrib
utio
n,
exte
nsio
n an
d pr
olife
ratio
n of
ou
trea
ch re
late
d to
ne
wsw
orth
y an
d or
igin
al B
W c
onte
nt:
pres
s; B
W re
late
d ne
ws;
succ
ess s
torie
s;
expe
rt c
onte
nt; s
tory
de
velo
pmen
t; BW
and
pa
rtne
r ini
tiativ
e su
ppor
t
Q4
Goa
l: G
row
follo
wer
s by
2%
.
Q4
Stat
us:
Curr
ently
we
have
1,6
38 fo
llow
ers-
whi
ch is
a 7
% g
row
th in
Tw
itter
follo
wer
s sin
ce
3/31
/201
5.
Q1
Goa
l: G
row
follo
wer
s by
2%
.
DYK?
PY
14-1
5 Fo
llow
ers +
32%
On-
goin
g gr
owin
g of
the
Twitt
er fo
llow
er b
ase
by
usin
g a
mix
of:
follo
win
g re
leva
nt p
ress
out
lets
, loc
al
and
regi
onal
bus
ines
ses a
nd
wor
kfor
ce b
oard
s; u
tilizi
ng
has t
ags;
and
pos
ting
timel
y an
d re
leva
nt w
orkf
orce
in
form
atio
n.
Cont
inue
to fo
cus t
ime
on
rese
arch
ing
loca
l bus
ines
ses
and
orga
niza
tions
and
thei
r fo
llow
ers t
o gr
ow a
nd e
ngag
e fo
llow
ers w
hile
rein
forc
ing
new
CSB
bra
nd.
Util
ize th
is m
ediu
m to
bro
adca
st li
ve
even
ts a
nd th
e m
ost c
urre
nt
info
rmat
ion,
whe
n po
ssib
le.
Use
pro
mot
ion
tool
s in
Twitt
er
to sp
eak
to a
wid
er a
udie
nce
beyo
nd c
urre
nt fo
llow
ers.
YouT
ube
Cont
inue
to u
tilize
pl
atfo
rm to
hos
t CSB
vi
deos
and
supp
ort S
EO
best
pra
ctic
es b
y pr
oper
ly d
escr
ibin
g an
d de
finin
g ea
ch v
ideo
po
st w
ith c
onte
nt ri
ch
keyw
ords
and
re
leva
nce
Q4
Goa
l: G
row
vie
ws b
y 2%
.
Q4
Stat
us:
Curr
ently
we
have
1,5
46 Y
ouTu
be p
age
view
s ove
r the
last
90
days
, whi
ch is
a 1
77%
in
crea
se a
s com
pare
d to
th
e pa
st a
vera
ge v
iew
s on
the
CSB
YouT
ube
chan
nel
in Q
3. A
n in
crea
se w
as
expe
cted
due
to th
e cr
eatio
n an
d po
stin
g of
the
new
Man
ufac
turin
g vi
deo
push
.
Q1
Goa
l: G
row
vie
ws b
y 2%
.
DYK?
CS
B’s n
ewes
t M
anuf
actu
ring
vide
o w
as
shar
ed b
y W
orkf
orce
Ch
ampi
ons a
nd p
artn
ers
via
emai
l, Fa
cebo
ok a
nd
Twitt
er!
On-
goin
g us
e of
rebr
ande
d Yo
uTub
e vi
deos
to p
rom
ote
CSB
offe
rings
and
con
nect
w
ith a
udie
nce.
Use
You
Tube
vid
eos t
o re
ach
and
grow
aud
ienc
e by
add
ing
them
to C
SB m
essa
ging
on
othe
r soc
ial s
ites,
c-b
last
s and
w
aitin
g ro
om te
levi
sions
. O
ur
goal
is to
leve
rage
thes
e as
sets
as
long
as w
e ca
n be
fore
ha
ving
to re
shoo
t.
Crea
te m
ini v
ideo
s fro
m th
e la
rger
Man
ufac
turin
g vi
deo.
Cr
eate
mor
e vi
deos
that
focu
s on
rele
vant
topi
cs a
nd p
ush
thes
e vi
deos
to o
ur a
udie
nce.
1532
1638
0
500
1000
1500
2000
Twitt
er F
ollo
wer
s
7%
559
1546
0
500
1000
1500
2000
YouT
ube
View
s
17
18 o
f 51
Qua
rter
ly W
ebsi
te P
erfo
rman
ce- Q
4 (A
pril-
June
) Fo
cus
Purp
ose
Prog
ress
U
pdat
es
Cha
rt o
f Pro
gres
s
Easy
Co
nnec
t Fo
rms
The
EASY
CO
NNE
CT fo
rm
prov
ides
bas
ic
info
rmat
ion
need
ed to
as
sist o
ur b
usin
ess a
nd
jobs
eeke
r cus
tom
ers.
Ther
e ar
e a
serie
s of
optio
ns o
n th
e fo
rms t
hat a
llow
the
cust
omer
to g
ive
CSB
deta
iled
info
rmat
ion
in
orde
r to
bett
er c
onne
ct
them
with
the
appr
opria
te
Care
erSo
urce
Bre
vard
ex
pert
s.
Q4
Stat
us:
Easy
Con
nect
form
co
mpl
etio
ns h
ave
seen
a h
ike
for
Jobs
eeke
rs a
nd Y
oung
adu
lts, w
ith
a sli
ght i
ncre
ase
for v
eter
ans.
T
he
drop
off
of A
eros
pace
requ
ests
was
co
mpl
etel
y ex
pect
ed d
ue to
the
endi
ng o
f the
NEG
AW
T pr
ogra
m.
Busin
ess r
eque
sts a
re d
own
insig
nific
antly
.
Enco
urag
e cu
stom
ers t
o fil
l ou
t an
Easy
Con
nect
form
be
fore
visi
ting
or c
onta
ctin
g a
cent
er to
allo
w st
aff t
o pr
escr
een
and
save
bot
h th
e cu
stom
er a
nd st
aff t
ime
in
the
proc
ess.
Expe
ct in
crea
se in
visi
ts w
ith
the
end
of se
ason
al/s
umm
er
empl
oym
ent.
And
a co
ntin
ued
over
all d
ecre
ase
with
une
mpl
oym
ent r
ate
drop
ping
.
Refe
rrin
g Si
tes
Thes
e w
ere
the
sites
(n
on-C
SB, n
on-s
earc
h)
that
sent
the
mos
t vi
sitor
s to
our s
ite.
Q4
Stat
us:
Brev
ardC
ount
y.us
co
ntin
ues t
o be
the
fron
trun
ner f
or
send
ing
visit
ors t
o ou
r site
.
Face
book
has
rem
aine
d a
fron
trun
ner a
s a re
ferr
al si
ght d
ue
to u
sing
stra
tegi
c m
essa
ging
en
cour
agin
g us
ers t
o ac
cess
in
form
atio
n on
our
web
site,
in
clud
ing
paid
adv
ertis
ing
for
boos
ting
info
rmat
ion
abou
t St
artU
p Q
uest
, PRO
VE IT
®, a
nd
care
ers i
n M
anuf
actu
ring.
Paid
adv
ertis
ing
with
Fl
orid
aTod
ay.c
om a
nd F
aceb
ook
is pr
ovin
g to
cre
ate
a st
eady
and
su
cces
sful
refe
rral
stre
am.
Cont
inue
to m
onito
r whi
ch
sites
brin
g CS
B th
e m
ost
traf
fic to
und
erst
and
whe
re
our c
usto
mer
traf
fic
orig
inat
es fr
om.
Expe
ct to
con
tinue
pai
d ad
vert
ising
with
Fl
orid
aTod
ay.c
om a
nd S
ocia
l sit
es w
hich
con
tinue
to sh
ow
a re
turn
thro
ugh
site
refe
rral
s.
01020304050607080
Jobs
eeke
rsBu
sines
ses
Aero
spac
eYo
ung
Adul
tsVe
tera
ns
Easy
For
m C
onne
ct C
ompl
etio
ns
Q4
PY13
-14
Q3
PY14
-15
Q4
PY14
-15
020
040
060
080
010
0012
0014
0016
00
Refe
rrin
g Si
tes
Q4
PY14
-15
19 o
f 51
Focu
s Pu
rpos
e Pr
ogre
ss
Upd
ates
C
hart
of P
rogr
ess
Visi
tors
Visit
s to
the
site,
in
clud
ing
mob
ile tr
affic
. A
“visi
tor”
is c
ount
ed
whe
n a
user
or b
row
ser
acce
sses
the
site
in a
gi
ven
time
perio
d.
Q4
Stat
us:
Care
erSo
urce
Brev
ard.
com
had
a
tota
l of 6
0,55
0 vi
sitor
s to
the
site
in
Q4,
with
10,
848
of th
ose
visit
ors
com
ing
from
a m
obile
dev
ice.
Ho
t Job
s was
dow
nloa
ded
from
the
web
site
4,64
2 tim
es th
is qu
arte
r. DY
K?
PY14
-15:
Av
g Vi
sit: 4
:02
min
utes
, 2.4
pag
es
46%
Fem
ale,
54%
Mal
e 27
.5%
und
er a
ge 2
4 33
.5%
age
s 25-
34
15.5
% a
ges 3
5-44
12
.5%
age
s 45-
54
5.5%
age
s 55-
64
5.5%
age
s 65+
Cont
inue
to e
duca
te
cust
omer
s on
usin
g ou
r w
ebsit
e an
d di
rect
web
traf
fic
to o
ur si
te v
ia so
cial
site
s and
e-
med
ia.
Shar
ing
The
“sha
re”
func
tion
is a
tool
ava
ilabl
e on
eac
h w
eb p
age
that
allo
ws
visit
ors t
o ea
sily
shar
e in
form
atio
n w
ith th
eir
netw
orks
thro
ugh
Emai
l, Fa
cebo
ok, T
witt
er,
Link
edIn
, and
oth
er
soci
al n
etw
orks
. Thi
s sh
arin
g fu
nctio
n is
mob
ile o
ptim
ized,
so it
ca
n be
shar
ed fr
om
view
er’s
pho
nes a
nd
tabl
ets.
Q4
Stat
us:
Curr
ently
, Fac
eboo
k,
Twitt
er a
nd p
erso
nal e
mai
ls ar
e th
e op
tions
giv
en fo
r way
s in
whi
ch
peop
le c
an sh
are
CSB
web
page
s.
Face
book
and
twitt
er c
ontin
ue to
gr
ow e
ach
quar
ter.
Cont
inue
to m
onito
r how
cu
stom
ers a
re u
sing
the
site
and
whi
ch to
ols u
sers
pre
fer
to u
se w
hen
taki
ng a
ctio
ns
like
“sha
ring”
CSB
in
form
atio
n.
Expe
ct to
repo
rt o
n in
sight
in
to w
ebpa
ge v
isit a
naly
tics
inst
ead
of S
hare
tool
nex
t CI
C.
010
,000
20,0
0030
,000
40,0
0050
,000
60,0
0070
,000
80,0
00
Web
site
Tra
ffic PY
13-1
4 Q
4 al
l tra
ffic
PY13
-14
Q4
mob
ile tr
affic
PY14
-15
Q3
all t
raffi
c
PY14
-15
Q3
mob
ile tr
affic
PY14
-15
Q4
all t
raffi
c
PY14
-15
Q4
mob
ile tr
affic
0102030405060
Face
book
Twitt
erEm
ail
Shar
e Th
is To
ol
Q3
PY14
-15
Q4
PY14
-15
20 o
f 51
August 18, 2015
Information Brief
Individual Training Account Vendor Procurement
Background The Workforce Innovation Opportunity Act (WIOA) requires interested training providers to participate in an evaluative procurement process to be placed on the CareerSource Brevard (CSB) list of training vendors (ITA Vendors List). Training is provided through an Individual Training Account (ITA). This process allows for WIOA required customer choice for training vendors. All of the programs included below do not require the approval of the Business Workforce Committee. This informational brief is provided to update Committee and Board members on new programs that have been included on the ETPL. For the PY 2014-2015 4th, Quarter, two vendors submitted 3 programs. Staff evaluated all of the information submitted and the following will be added to the Region 13 ETPL:
Training Vendor Eastern Florida State College Training Program CNC Production Specialist Customized TOL Occupation Manufacturing Production Technician Wage Tier/Entry Level Wage High / $15.00+ Program Costs $ 5,000
Program Description: This course is an intensive 10 week program for individuals seeking employment in a manufacturing environment. Students will learn essential manufacturing concepts in addition to gaining an understanding of basic CNC machine center operation. This includes 100 hours of online instruction, 80 hours of online self-paced learning/homework, hands on shop time and 24/7 access to Virtual Private Networking licensing and software for online exercises. Successful class completion prepares the student for success in achieving the MSSC, CPT and IHK certification exams.
Training Vendor Eastern Florida State College Training Program MSSC/ CPT Certified Production Technician Prep Customized TOL Occupation Manufacturing Production Technician Wage Tier/Entry Level Wage Bridge /$10.00 -$14.99 Program Costs $ 800
Program Description: Preparation course for the Manufacturing Skills Standard Certified Production Technician. This hybrid course includes online lecture and optional scheduled labs. Modules include workplace essentials, safety, quality assurance, production and processes and maintenance awareness.
Training Vendor Barry University Training Program Bachelors of Science in Administration (Portfolio Option) Customized TOL Occupation Operations Specialist, All Other Wage Tier/Entry Level Wage High /$15.00+ Program Costs $ 42,050
Program Description: The Bachelor of Science in Administration degree is designed to provide students with the administrative and leadership competencies needed by all organizations, whether private, public or non-profit, in order to achieve their missions and achieve their goals. Course offerings focus on contemporary organizational theory and practice, with an emphasis on workplace applications. Students not choosing to do a specialization or a minor are required to submit an Experiential Learning Portfolio in order to satisfy the degree requirements. Students may elect to pursue both a portfolio and a specialization.
21 of 51
THRESHOLDS FOR ALLOWABLE ITA INVESTMENT
Tier Average Entry Wage Maximum Investment
Entry $9.99 or Less $3,000
Bridge $10.00 - $14.99 $5,500
High $15.00 and Up $7,500
22 of 51
GR
ANTS
(Fed
eral
, Sta
te a
nd L
ocal
Com
petit
ive a
nd N
on-c
ompe
titive
) G
rant
Nam
e Pa
rtner
s Fu
ndin
g So
urce
Am
ount
Pe
ndin
g Am
ount
Aw
arde
d G
rant
Fo
cus
Stat
us
Staf
f Le
ad
Cyb
er-S
ecur
ity
Trad
e A
djus
tmen
t A
ssis
tanc
e C
omm
unity
C
olle
ge &
Car
eer T
rain
ing
Gra
nt (T
AAC
CC
T)
East
ern
Flor
ida
Stat
e C
olle
ge
(EFS
C)
Fede
ral -
USD
OL
$1
35,0
00
CSB
will
cond
uct 6
soc
ial
med
ia c
ampa
igns
for E
FSC
Seco
nd y
ear o
f a 4
year
ag
reem
ent.
Hav
e re
ceiv
ed $
15,0
00 to
dat
e.
San
di
Bril
es
Job-
Driv
en G
rant
(JD
) R
egio
ns 1
1 (F
lagl
er/ V
olus
ia)
& 9
(A
lach
ua/B
radf
ord)
Fede
ral
USD
OL
NEG
via
St
ate
– C
SF
$7
15,0
00
Long
-term
un
empl
oyed
&
U
nem
ploy
men
t C
ompe
nsat
ion
Cla
iman
ts
Like
ly to
Exh
aust
Ben
efits
Appr
oxim
atel
y 7%
of
the
fund
ing
has
been
ob
ligat
ed
for
appr
oxim
atel
y 10
cu
stom
ers.
Effo
rts
to
loca
te a
nd e
nrol
l el
igib
le
cust
omer
s m
ovin
g al
ong
as p
lann
ed
Jam
es
Wat
son
Sta
te W
orkf
orce
Inno
vatio
n G
rant
- C
aree
r Jum
p S
tart
for F
lorid
a’s
Mili
tary
You
th
Reg
ions
1
(Esc
aros
a),
2
(Oka
loos
a/
Wal
ton)
&
23
(Mia
mi/D
ade/
Mon
roe)
DEO
–
Inno
vativ
e R
egio
nal
Gra
nt
$2
34,4
98
+ le
vera
ge=
$326
,008
Dev
elop
men
t of “
Tool
Kit”
an
d tra
in th
e tra
iner
for o
ther
re
gion
al w
orkf
orce
boa
rds
with
milit
ary
popu
latio
ns fo
r C
aree
r Jum
p St
art f
or
Milit
ary
Yout
h. T
his
is a
3
year
gra
nt.
Tool
Kit
com
plet
ed. T
rain
th
e tra
iner
th
roug
h pr
ogra
m d
emon
stra
tion
in
each
R
egio
n by
Ju
ne
2015
.
Car
ol
Bro
oks
Mac
rand
er
AAR
P Fo
unda
tion
Back
to
Wor
k 50
+ W
omen
’s
Econ
omic
Sta
bilit
y In
cent
ive
Initi
ativ
e (W
ESI)
EFSC
, W
omen
’s
Cen
ter &
Ag
ing
Mat
ters
, In
c.
Soc
ial
Inno
vatio
n Fu
nd (S
IF)
thro
ugh
AAR
P Fo
unda
tion
$1
29,5
00
Offe
ring
unem
ploy
ed
wom
en in
form
atio
n se
ssio
ns; c
ompu
ter,
finan
cial
lite
racy
, and
job
skills
trai
ning
; coa
chin
g an
d jo
b se
arch
ass
ista
nce
for
wom
en a
ges
50-6
4.
Wor
king
with
EFS
C t
he
first
in
form
atio
n se
ssio
n w
as
held
on
7/
15.
Ove
r 140
per
sons
re
spon
ded
and
70 w
ere
sele
cted
to
be
gin
the
prog
ram
.
Jana
Ba
uer
Dis
abilit
y Em
ploy
men
t In
itiat
ive
(DEI
) (2
Gra
nts
Adul
t & Y
outh
)
DEO
+ U
p to
16
RW
Bs
USD
OL
thro
ugh
DEO
$42,
000
(e
stim
ate)
Focu
s in
on
Pe
rson
s w
ith
Dis
abilit
ies
(Adu
lt an
d Yo
uth)
to
find
em
ploy
men
t & fo
r sta
ff to
act
as
“cha
nge
agen
ts”
to
incr
ease
qua
lity
and
num
ber
of s
ervi
ces
Wor
king
w
ith
DEO
to
w
rite
gran
t. W
ith u
p to
16
RW
B pa
rtner
s,
the
estim
ated
aw
ard
to e
ach
is a
ppro
xim
atel
y $4
3,00
0 pe
r yea
r for
3.5
yea
rs.
Jam
es
Wat
son
Flor
ida
Sect
or
Part
ners
hip
Nat
iona
l Em
erge
ncy
Gra
nt
DEO
U
SDO
L th
roug
h D
EO
$8
00,0
00
Adva
nced
M
anuf
actu
ring
utili
zing
a S
ecto
r St
rate
gy
appr
oach
Not
ifica
tion
of
Awar
d bu
t fin
al
fund
ing
has
not b
een
dete
rmin
ed.
Don
Lu
sk
23 o
f 51
UN
RE
STR
ICTE
D R
EVEN
UES
(N
on-g
over
nmen
tal f
undi
ng, F
ee fo
r ser
vice
, Fou
ndat
ion
and
Cor
pora
te g
ivin
g pr
ogra
ms)
N
ame
of F
undi
ng
Partn
ers
Fund
ing
Sour
ce
Amou
nt
Pend
ing
Amou
nt
Awar
ded
Gra
nt/C
ontra
ct
Focu
s St
atus
St
aff
Lead
Bo
eing
: Firs
t Im
pres
sion
s
for V
eter
ans
Non
e Bo
eing
Fo
unda
tion
$1
0,00
0 As
sist
Ve
tera
ns
with
fir
st
impr
essi
ons
barr
iers
. Ap
prox
. 85
%
of
the
fund
s ha
ve
been
ex
pend
ed.
Car
ol
Bro
oks
Mac
rand
er
Boei
ng: O
pera
tion
Wor
k H
ero
(Con
tinua
tion)
N
one
Boe
ing
Foun
datio
n $1
0,00
0
Assi
st V
eter
ans
with
sup
port
serv
ices
to e
nsur
e su
cces
s in
w
ork
& tra
inin
g. 1
5 pl
anne
d pa
rtici
pant
s.
Gra
nt
subm
itted
06
/29/
15.
Ja
mes
W
atso
n
Eas
tern
Fl
orid
a S
tate
C
olle
ge
Stu
dent
E
ngag
emen
t/ In
dust
ry
Adv
isor
y C
ounc
ils
Non
e Ea
ster
n Fl
orid
a St
ate
Col
lege
$4
0,00
0/
annu
ally
St
uden
t da
ta
rese
arch
an
d In
dust
ry
Advis
ory
Cou
ncils
in
clud
e:
Man
ufac
turin
g
& En
gine
erin
g Te
chno
logy
; C
ompu
ter
Scie
nce
& In
form
atio
n Te
chno
logy
; Bu
sine
ss
Adm
inis
tratio
n &
Offi
ce
Tech
nolo
gy;
and
Hea
lthca
re &
Life
Sci
ence
s
Seco
nd
year
of
a
cont
inui
ng
cont
ract
. R
ecei
ved
$20,
000
this
ye
ar t
o da
te.
Subm
itted
em
ploy
men
t dat
a on
600
st
uden
ts
and
have
fa
cilit
ated
10
in
dust
ry
coun
cils
to d
ate.
San
di
Bril
es
Wel
ls F
argo
: C
aree
r Ju
mp
Sta
rt fo
r Mili
tary
You
th
Patri
ck A
FB
Wel
ls
Farg
o $8
,000
Prov
ide
Car
eer
Jum
p St
art
for
Milit
ary
Yout
h Pr
ogra
m t
o 16
m
ilitar
y sp
ouse
s or
dep
ende
nts
aged
16-
21.
Orig
inal
pr
ogra
m
com
plet
ed
Mar
ch
24-
26,
2015
.
With
15
pa
rtic
ipan
ts.
The
re i
s a
new
gra
nt p
ursu
ing
addi
tiona
l fun
ds.
Car
ol
Bro
oks
Mac
rand
er
Wel
ls F
argo
: “T
rans
porta
tion
to W
ork”
Wel
ls
Farg
o
$5,0
00
Focu
sed
on
trans
porta
tion
serv
ices
fo
r th
ose
with
su
ch
barri
ers.
Expe
nded
abo
ut 8
6% o
f th
is g
rant
.
San
di
Bril
es
Tick
et
to
Wor
k (T
TW)
Prog
ram
N
one
Soci
al
Secu
rity
Adm
in.
$5
6,97
8 (S
ince
In
cept
ion)
$2
4,02
0 (P
Y 14
-15)
Focu
sed
on
elig
ible
TT
W
cust
omer
s w
ho w
ant t
o re
turn
un
subs
idize
d em
ploy
men
t
Staf
f co
ntin
ue
to
wor
k w
ith
elig
ible
cu
stom
ers
are
inte
rest
ed in
wor
k or
tra
inin
g.
Jam
es
Wat
son
City
of P
alm
Bay
– J
unio
rs to
Jo
bs P
rogr
am
US
Con
fere
nce
of
May
ors
(USC
M),
City
of
Pal
m B
ay
Palm
Bay
&
USC
M –
Dol
lar W
I$E
G
rant
$2
7,00
0 U
sing
a c
ombi
natio
n of
$ f
rom
Pa
lm B
ay a
nd U
SCM
, CSB
will
faci
litate
the
“Ju
nior
s to
Job
s”
sum
mer
you
th tr
aini
ng p
rogr
am
focu
sing
on
teac
hing
30
high
-sc
hool
ju
nior
s th
e sk
ills
they
ne
ed to
obt
ain
empl
oym
ent.
Prog
ram
be
gan
June
15
th w
ith 2
5 st
uden
ts (
a to
tal
of 4
1 ap
plic
atio
ns
wer
e re
ceiv
ed
this
ye
ar). O
f the
25
stud
ents
, 12
w
ere
able
to
pa
rtici
pate
in
w
ork
Jana
B
auer
24 o
f 51
UN
RE
STR
ICTE
D R
EVEN
UES
(N
on-g
over
nmen
tal f
undi
ng, F
ee fo
r ser
vice
, Fou
ndat
ion
and
Cor
pora
te g
ivin
g pr
ogra
ms)
N
ame
of F
undi
ng
Partn
ers
Fund
ing
Sour
ce
Amou
nt
Pend
ing
Amou
nt
Awar
ded
Gra
nt/C
ontra
ct
Focu
s St
atus
St
aff
Lead
ex
perie
nce
begi
nnin
g Ju
ne 2
9th.
C
aree
r Jum
p St
art f
or M
ilitar
y Fa
milie
s N
one
New
man
’s
Ow
n A
war
ds
(Fis
her
Hou
se,
New
man
’s
Ow
n an
d M
ilita
ry T
imes
)
$37,
500
- $5
0,00
0
Prov
ide
Car
eer
Jum
p St
art
for
Milit
ary
Fam
ily
Mem
bers
fo
cusi
ng o
n m
ilitar
y sp
ouse
s or
de
pend
ents
ag
ed
16-2
4.
If
awar
ded
the
max
imum
, th
is
prog
ram
w
ould
be
of
fere
d 9
times
ove
r the
nex
t 5 y
ears
.
Gra
nt
prop
osal
w
ritte
n an
d su
bmitt
ed.
Not
ifica
tion
of a
war
d is
sc
hedu
led
9/20
15.
Car
ol
Bro
oks
Mac
rand
er
25 o
f 51
GR
ANTS
(Fed
eral
, Sta
te a
nd L
ocal
Com
petit
ive a
nd N
on-c
ompe
titive
) G
rant
Nam
e Pa
rtner
s Fu
ndin
g So
urce
Am
ount
Pe
ndin
g Am
ount
Aw
arde
d G
rant
Fo
cus
Stat
us
Staf
f Le
ad
Cyb
er-S
ecur
ity
Trad
e A
djus
tmen
t A
ssis
tanc
e C
omm
unity
C
olle
ge &
Car
eer T
rain
ing
Gra
nt (T
AAC
CC
T)
East
ern
Flor
ida
Stat
e C
olle
ge
(EFS
C)
Fede
ral -
USD
OL
$1
35,0
00
CSB
will
cond
uct 6
soc
ial
med
ia c
ampa
igns
for E
FSC
Seco
nd y
ear o
f a 4
year
ag
reem
ent.
Hav
e re
ceiv
ed $
15,0
00 to
dat
e.
San
di
Bril
es
Job-
Driv
en G
rant
(JD
) R
egio
ns 1
1 (F
lagl
er/ V
olus
ia)
& 9
(A
lach
ua/B
radf
ord)
Fede
ral
USD
OL
NEG
via
St
ate
– C
SF
$7
15,0
00
Long
-term
un
empl
oyed
&
U
nem
ploy
men
t C
ompe
nsat
ion
Cla
iman
ts
Like
ly to
Exh
aust
Ben
efits
Appr
oxim
atel
y 7%
of
the
fund
ing
has
been
ob
ligat
ed
for
appr
oxim
atel
y 10
cu
stom
ers.
Effo
rts
to
loca
te a
nd e
nrol
l el
igib
le
cust
omer
s m
ovin
g al
ong
as p
lann
ed
Jam
es
Wat
son
Sta
te W
orkf
orce
Inno
vatio
n G
rant
- C
aree
r Jum
p S
tart
for F
lorid
a’s
Mili
tary
You
th
Reg
ions
1
(Esc
aros
a),
2
(Oka
loos
a/
Wal
ton)
&
23
(Mia
mi/D
ade/
Mon
roe)
DEO
–
Inno
vativ
e R
egio
nal
Gra
nt
$2
34,4
98
+ le
vera
ge=
$326
,008
Dev
elop
men
t of “
Tool
Kit”
an
d tra
in th
e tra
iner
for o
ther
re
gion
al w
orkf
orce
boa
rds
with
milit
ary
popu
latio
ns fo
r C
aree
r Jum
p St
art f
or
Milit
ary
Yout
h. T
his
is a
3
year
gra
nt.
Tool
Kit
com
plet
ed. T
rain
th
e tra
iner
th
roug
h pr
ogra
m d
emon
stra
tion
in
each
R
egio
n by
Ju
ne
2015
.
Car
ol
Bro
oks
Mac
rand
er
AAR
P Fo
unda
tion
Back
to
Wor
k 50
+ W
omen
’s
Econ
omic
Sta
bilit
y In
cent
ive
Initi
ativ
e (W
ESI)
EFSC
, W
omen
’s
Cen
ter &
Ag
ing
Mat
ters
, In
c.
Soc
ial
Inno
vatio
n Fu
nd (S
IF)
thro
ugh
AAR
P Fo
unda
tion
$1
29,5
00
Offe
ring
unem
ploy
ed
wom
en in
form
atio
n se
ssio
ns; c
ompu
ter,
finan
cial
lite
racy
, and
job
skills
trai
ning
; coa
chin
g an
d jo
b se
arch
ass
ista
nce
for
wom
en a
ges
50-6
4.
Wor
king
with
EFS
C t
he
first
in
form
atio
n se
ssio
n w
as
held
on
7/
15.
Ove
r 140
per
sons
re
spon
ded
and
70 w
ere
sele
cted
to
be
gin
the
prog
ram
.
Jana
Ba
uer
Dis
abilit
y Em
ploy
men
t In
itiat
ive
(DEI
) (2
Gra
nts
Adul
t & Y
outh
)
DEO
+ U
p to
16
RW
Bs
USD
OL
thro
ugh
DEO
$42,
000
(e
stim
ate)
Focu
s in
on
Pe
rson
s w
ith
Dis
abilit
ies
(Adu
lt an
d Yo
uth)
to
find
em
ploy
men
t & fo
r sta
ff to
act
as
“cha
nge
agen
ts”
to
incr
ease
qua
lity
and
num
ber
of s
ervi
ces
Wor
king
w
ith
DEO
to
w
rite
gran
t. W
ith u
p to
16
RW
B pa
rtner
s,
the
estim
ated
aw
ard
to e
ach
is a
ppro
xim
atel
y $4
3,00
0 pe
r yea
r for
3.5
yea
rs.
Jam
es
Wat
son
Flor
ida
Sect
or
Part
ners
hip
Nat
iona
l Em
erge
ncy
Gra
nt
DEO
U
SDO
L th
roug
h D
EO
$8
00,0
00
Adva
nced
M
anuf
actu
ring
utili
zing
a S
ecto
r St
rate
gy
appr
oach
Not
ifica
tion
of
Awar
d bu
t fin
al
fund
ing
has
not b
een
dete
rmin
ed.
Don
Lu
sk
26 o
f 51
UN
RE
STR
ICTE
D R
EVEN
UES
(N
on-g
over
nmen
tal f
undi
ng, F
ee fo
r ser
vice
, Fou
ndat
ion
and
Cor
pora
te g
ivin
g pr
ogra
ms)
N
ame
of F
undi
ng
Partn
ers
Fund
ing
Sour
ce
Amou
nt
Pend
ing
Amou
nt
Awar
ded
Gra
nt/C
ontra
ct
Focu
s St
atus
St
aff
Lead
Bo
eing
: Firs
t Im
pres
sion
s
for V
eter
ans
Non
e Bo
eing
Fo
unda
tion
$1
0,00
0 As
sist
Ve
tera
ns
with
fir
st
impr
essi
ons
barr
iers
. Ap
prox
. 85
%
of
the
fund
s ha
ve
been
ex
pend
ed.
Car
ol
Bro
oks
Mac
rand
er
Boei
ng: O
pera
tion
Wor
k H
ero
(Con
tinua
tion)
N
one
Boe
ing
Foun
datio
n $1
0,00
0
Assi
st V
eter
ans
with
sup
port
serv
ices
to e
nsur
e su
cces
s in
w
ork
& tra
inin
g. 1
5 pl
anne
d pa
rtici
pant
s.
Gra
nt
subm
itted
06
/29/
15.
Ja
mes
W
atso
n
Eas
tern
Fl
orid
a S
tate
C
olle
ge
Stu
dent
E
ngag
emen
t/ In
dust
ry
Adv
isor
y C
ounc
ils
Non
e Ea
ster
n Fl
orid
a St
ate
Col
lege
$4
0,00
0/
annu
ally
St
uden
t da
ta
rese
arch
an
d In
dust
ry
Advis
ory
Cou
ncils
in
clud
e:
Man
ufac
turin
g
& En
gine
erin
g Te
chno
logy
; C
ompu
ter
Scie
nce
& In
form
atio
n Te
chno
logy
; Bu
sine
ss
Adm
inis
tratio
n &
Offi
ce
Tech
nolo
gy;
and
Hea
lthca
re &
Life
Sci
ence
s
Seco
nd
year
of
a
cont
inui
ng
cont
ract
. R
ecei
ved
$20,
000
this
ye
ar t
o da
te.
Subm
itted
em
ploy
men
t dat
a on
600
st
uden
ts
and
have
fa
cilit
ated
10
in
dust
ry
coun
cils
to d
ate.
San
di
Bril
es
Wel
ls F
argo
: C
aree
r Ju
mp
Sta
rt fo
r Mili
tary
You
th
Patri
ck A
FB
Wel
ls
Farg
o $8
,000
Prov
ide
Car
eer
Jum
p St
art
for
Milit
ary
Yout
h Pr
ogra
m t
o 16
m
ilitar
y sp
ouse
s or
dep
ende
nts
aged
16-
21.
Orig
inal
pr
ogra
m
com
plet
ed
Mar
ch
24-
26,
2015
.
With
15
pa
rtic
ipan
ts.
The
re i
s a
new
gra
nt p
ursu
ing
addi
tiona
l fun
ds.
Car
ol
Bro
oks
Mac
rand
er
Wel
ls F
argo
: “T
rans
porta
tion
to W
ork”
Wel
ls
Farg
o
$5,0
00
Focu
sed
on
trans
porta
tion
serv
ices
fo
r th
ose
with
su
ch
barri
ers.
Expe
nded
abo
ut 8
6% o
f th
is g
rant
.
San
di
Bril
es
Tick
et
to
Wor
k (T
TW)
Prog
ram
N
one
Soci
al
Secu
rity
Adm
in.
$5
6,97
8 (S
ince
In
cept
ion)
$2
4,02
0 (P
Y 14
-15)
Focu
sed
on
elig
ible
TT
W
cust
omer
s w
ho w
ant t
o re
turn
un
subs
idize
d em
ploy
men
t
Staf
f co
ntin
ue
to
wor
k w
ith
elig
ible
cu
stom
ers
are
inte
rest
ed in
wor
k or
tra
inin
g.
Jam
es
Wat
son
City
of P
alm
Bay
– J
unio
rs to
Jo
bs P
rogr
am
US
Con
fere
nce
of
May
ors
(USC
M),
City
of
Pal
m B
ay
Palm
Bay
&
USC
M –
Dol
lar W
I$E
G
rant
$2
7,00
0 U
sing
a c
ombi
natio
n of
$ f
rom
Pa
lm B
ay a
nd U
SCM
, CSB
will
faci
litate
the
“Ju
nior
s to
Job
s”
sum
mer
you
th tr
aini
ng p
rogr
am
focu
sing
on
teac
hing
30
high
-sc
hool
ju
nior
s th
e sk
ills
they
ne
ed to
obt
ain
empl
oym
ent.
Prog
ram
be
gan
June
15
th w
ith 2
5 st
uden
ts (
a to
tal
of 4
1 ap
plic
atio
ns
wer
e re
ceiv
ed
this
ye
ar). O
f the
25
stud
ents
, 12
w
ere
able
to
pa
rtici
pate
in
w
ork
Jana
B
auer
27 o
f 51
UN
RE
STR
ICTE
D R
EVEN
UES
(N
on-g
over
nmen
tal f
undi
ng, F
ee fo
r ser
vice
, Fou
ndat
ion
and
Cor
pora
te g
ivin
g pr
ogra
ms)
N
ame
of F
undi
ng
Partn
ers
Fund
ing
Sour
ce
Amou
nt
Pend
ing
Amou
nt
Awar
ded
Gra
nt/C
ontra
ct
Focu
s St
atus
St
aff
Lead
ex
perie
nce
begi
nnin
g Ju
ne 2
9th.
C
aree
r Jum
p St
art f
or M
ilitar
y Fa
milie
s N
one
New
man
’s
Ow
n A
war
ds
(Fis
her
Hou
se,
New
man
’s
Ow
n an
d M
ilita
ry T
imes
)
$37,
500
- $5
0,00
0
Prov
ide
Car
eer
Jum
p St
art
for
Milit
ary
Fam
ily
Mem
bers
fo
cusi
ng o
n m
ilitar
y sp
ouse
s or
de
pend
ents
ag
ed
16-2
4.
If
awar
ded
the
max
imum
, th
is
prog
ram
w
ould
be
of
fere
d 9
times
ove
r the
nex
t 5 y
ears
.
Gra
nt
prop
osal
w
ritte
n an
d su
bmitt
ed.
Not
ifica
tion
of a
war
d is
sc
hedu
led
9/20
15.
Car
ol
Bro
oks
Mac
rand
er
28 o
f 51
August 18, 2015
Information Brief
Volunteer Income Tax Assistance (VITA)
Background In partnership with the United Way of Brevard (UW), VITA is a program that helps low-to-moderate income workers earning less than $53,000 by providing free tax preparation assistance and electronic filing. CareerSource Brevard supplies office space and coordination for these services to be conducted in the CSB Career Centers located in Rockledge and Palm Bay. United Way volunteers prepared tax returns for low-to-moderate income workers saving them the cost of tax preparation and helping them claim all the tax credits for which they are eligible. The purpose of this brief is to provide information about the program and outcomes provided for Brevard County residents. Program Outcomes Information provided in 2015 is for the calendar tax year ending on December 31, 2014. Per UW “VITA volunteers prepared 2,317 returns. These efforts had community-wide impact of $3.1M (including Earned Income Tax Credit and dollars saved in tax prep fees)”. (Reported by UW) CSB tax sites were open 2 days per week during the tax season. The following is a comparison of CSB only activity comparing 2013 with 2014.
2013 2014 FED RETURNS ACCEPTED 607 747 AVERAGE EITC: $1,269 $1,251 TOTAL EITC: $218,315 $212,761 CHILD TAX CREDIT TOTAL $104,463 $107,648 EDUCATION CREDIT TOTAL $9,663 $3,169 DIRECT DEPOSIT: 335 370 AVERAGE ADJ. GROSS INCOME $19,438 $19,997 REFUND AMOUNT: $655,111 $690,510 60+ FILERS 340 421 TOTAL PREP FEES SAVED Unknown $186,750
29 of 51
August 18, 2015
Information Brief
Employer Training Grants: Incumbent (IWT) & Quick Response (QRT)
Background
CareerSource Florida (CSF), formerly Workforce Florida, Inc. administers two training grant initiatives to help businesses and workers advance and maintain competitiveness and technological skills.
Incumbent Worker Training Quick Response Training Incumbent Worker Training (IWT) provides funding for customized training for existing for-profit businesses. Businesses applying for the Florida IWT’s must be in operation for one year prior to the application date, have at least, one full time employee, demonstrate financial viability and be current on all state tax obligations. Funding priority is given to businesses with 25 or fewer employees, located in distressed Rural, Urban Inner-City Areas or Enterprise Zones in qualified targeted industries. Priority is also given to grant proposals that represent a significant layoff avoidance strategy and an upgrade in employee skills.
Quick Response Training (QRT) provides funding for customized training to new or expanding businesses. The goal of the program is to retain and attract businesses creating new, high-quality jobs. These grants are structured to “respond quickly” to meet the business’s training objectives. Program requirements include that new, existing or expanding Florida business produce an exportable good or service, create new, full-time, permanent jobs in qualified target industries, meet certain wage requirement and require training of less than 24 months. QRT grants must be done in coordination with a local training institution
CareerSource Brevard (CSB) guides companies to both of these programs and tracks the notifications provided by CSF. CSB staff is instrumental in educating and/or guiding business organizations to/through the process. Local performance is reviewed regularly and presented as follows:
History: Incumbent Worker Training Program Local Performance Program Year
# of Grants Award
ed
# of
Business Impacted
IWT Grant
Awarded $
Ranking by
Grant $ Awarded (24 RWB’s)
Employer Contribution
(w/wages)
$ Total
Number of Jobs Impacte
d
2008-2009 10 10 $178,890 5 $738,780 $917,670 391 2009-2010 6 6 $113,733 13 $232,489 $346,222 244 2010-2011 13 13 $307,930 7 $1,215,736 $1,523,666 363 2011-2012 21 27 $475,455 5 $9,350,776 $10,077,226 771 2012-2013 11 11 $645,124 4 $4,394,758 $5,039,882 759 2013-2014 7 7 $184,551 6 $1,921,363 $2,105,914 157 2014-2015* 10 10 $565,124 2 $1,890,361 $2,455,485 275
*4th Quarter YTD
30 of 51
Summary: Program Year 2014-2015 IWT Awards Received by Quarter Qtr.
Rec’d Business Name/Link $
IWT Grant Assistance
$ Employer Contribution
$ Total Jobs
1 Space Coast Intelligent Solutions, Inc. 14,625 92,875 107,500 2 1 Harris Corporation 374,452 1,406,301 1,780,753 130 2 Pirtek USA 13,125 30,855 43,980 6 2 IM Solutions 17,114 43,148 60,262 5 2 Knight Enterprises 33,823 74,715 108,538 94 3 Electronic Sheetmetal Craftsmen Florida 6,000 19,367 25,367 17 4 Mack Technologies Florida, Inc. 14,822 36,829 51,651 10 4 Fibertronics, Inc. 9,750 16,950 26,700 3 4 MC Test Service (d/b/a MC Assembly) 49,913 155,753 205,666 5 4 LGM International 31,500 13,568 45,068 3
NA Total 565,124 1,890,361 2,455,485 275 BOLD – New since the last report
There have been four new IWT grants issued to Region 13 for the 4rd quarter of this program year. For the 4rd quarter report issued on June 22, 2015, Region 13 ranks second behind Region 12 (Central Florida) for total IWT grant assistance. There are no new QRT grants issued to Region 13 for the 4th Quarter. DEO indicates that for PY 2015-2016, $12 Million was once again budgeted for the QRT program.
QRT Awards in Brevard County 2002-2015 PY COMPANY GRANT $
AMOUNT COMMITTED TRAINEES
ACTUAL TRAINEES
FUNDS USED $
2002 The Boeing Co. 197,610 110 71 55,293.89 2004 WAMU 372,068 410 351 318,525.47 2004 Med Solutions 110,437 108 208 110,437.00 2004 Confluent 173,313 100 16 16,539.09 2006 Med Solutions 109,683 163 79 37,283.88 2010 Info. Sys. & Global Solutions 142,254 110 164 142,254.00 2010 Embraer Aircraft 183,326 103 102 159,043.50 2010 AAR Airlift Group, Inc. 498,750 300 375 467,766.92 2012 Harris Corporation 2,000,250 2000 3795 2,000,250.00 2013 Harris Corporation 2,052,750 2000 0 0 2014 Northrup Grumman 1,596,420 800 0 0 2014 Vision Systems of North America 31,920 20 0 0 2015 Stemtech International. Inc. 101,871 64 0 0 TOTALS 7,570,652 6288 5161 3,307,393.75
Additionally $100,000 has been allotted to CareerSource Florida to “market and promote” the QRT program. The program has begun a transition this month to the use of a new name “FloridaFlex”.
31 of 51
August 18, 2015
Information Brief
Financial Reports Background The three financial reports that follow this brief will provide the Executive Committee with the status of CareerSource Brevard’s (CSB) funding, budgets, and expenditures for the fiscal period beginning on July 1, 2014 and ending on June 30, 2015. Report Descriptions CSB FINANCIAL REPORT (CHART 1)
• Displays final expenditures for the prior year, the current approved budget figures, and a comparison of year-to-date budget figures and actual year-to-date expenditures. The percentage of each line-item budget that has been expended to date is displayed in the final column of the report.
• The report is summarized into seven major categories: (1) management services; (2) infrastructure services; (3) technology services; (4) business services; (5) special grants and incentives; (6) fee for service activities; (7) contracted service providers; and (8) direct customer costs.
• Funding that is retained by the Department of Economic Opportunity (DEO) to pay personnel costs of State employees working in our one-stop system is added to the CSB annual budget to arrive at the total workforce budget for Brevard.
• Scholarship Unit customer Individual Training Account (ITA) activity is analyzed at the bottom of the report, including current budgets, obligations, expenses, and the % of each budget item that is obligated.
CSB FISCAL DASHBOARD INDICATORS (CHART 2) • Displays the number of individuals identified as placed in EFM or found in
Department of Revenue New Hire data, as reported on the DEO Monthly Management Report.
32 of 51
• Displays the number of job seekers in EFM who have not received a reportable service in the last 90 days, as reported on the DEO Monthly Management Report.
• Displays the total number of advertised occupations for each month, as reported on the Help Wanted OnLine Monthly Job Demand Report.
• Calculates the CSB total monthly spending per job placement (total monthly expenditures divided by total monthly job placements).
• Displays the quarterly calculations for required spending caps: 1) Administration – limited to 10% of expenditures at year-end 2) ITA Spending – minimum of 30% of expenditures at year-end 3) Youth Spending – minimum of 30% for out-of-school youth
FEE FOR SERVICE ACTIVITIES (CHART 3)
• Reports current balance of unrestricted funds available. • Displays revenue, expenses and the resulting profit or loss for each Fee for Service
project in the current year (since July 1). • Calculates each revenue and expense category as a percentage of total revenue
earned for each revenue and expense category.
33 of 51
Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15JOBS IN BREVARD:
NUMBER OF JOBS ADVERTISED ** 7,093 7,819 7,337 7,136 7,229 6,363 6,569 8,015 7,390 8,269 7,822 6,999NUMBER OF JOB SEEKERS * 1,834 2,055 1,832 1,446 1,405 1,634 2,377 1,210 1,477 2,068 1,982 1,726NUMBER OF JOB PLACEMENTS * 979 959 921 821 798 788 968 620 663 813 718 741
BW SPENDING PER JOB: TOTAL MONTHLY SPENDING $459,906 $615,028 $637,513 $941,620 $585,502 $732,058 $849,362 $550,808 $560,516 $702,290 $648,613 $1,060,142BW TOTAL MONTHLY SPENDING PER JOB PLACEMENT$470 $641 $692 $1,147 $734 $929 $877 $888 $845 $864 $903 $1,431
* Source - DEO Monthly Management Reports
** Source - HWOL Monthly Job Demand Reports
ADMINISTRATION (MAX 10%) 8% 7% 7% 6% 8% 8% 7% 8% 12% 11% 10% 9%ITA REQUIREMENT (MIN 30%) 31% 39% 37% 35% 60% 59% 55% 48% 37% 31% 32% 33%OUT OF SCHOOL (MIN 30%) 85% 85% 85% 85% 87% 84% 85% 85% 78% 73% 73% 74%
1st Qtr 13 2nd Qtr 13 3rd Qtr 13 4th Qtr 13 1st Qtr 14 2nd Qtr 14 3rd Qtr 14 4th Qtr 14 1st Qtr 15 2nd Qtr 15 3rd Qtr 15 4th Qtr 15PROGRAM SPENDING:
ADMINISTRATION (MAX 10%) 220,365 436,883 660,505 891,504 215,968 454,338 627,791 953,545 205,512 417,100 602,525 759,999PROGRAM ACTIVITIES 2,521,517 5,808,059 9,236,615 13,474,101 2,517,022 5,260,044 8,143,680 11,308,686 1,506,935 3,554,528 5,329,789 7,583,359
CUSTOMER SPENDING:STATE ITA COSTS (MIN 30%) 208,854 599,695 925,162 1,550,891 564,760 1,131,602 1,408,146 1,675,877 156,439 323,256 534,425 788,236ALL OTHER COSTS 474,893 926,692 1,603,123 2,850,921 380,441 776,549 1,170,315 1,846,803 261,469 723,603 1,121,527 1,576,422
YOUTH SPENDING:IN-SCHOOL 26,332 51,622 82,292 125,483 19,561 50,728 81,348 166,863 51,095 137,591 214,762 281,864OUT-OF-SCHOOL (MIN 30%) 149,129 303,043 481,375 720,234 125,963 275,100 449,644 914,251 181,502 375,858 586,680 789,324
FISCAL DASHBOARD INDICATORS - 6/30/15
$470 $641 $692
$1,147
$734
$929 $877 $888 $845 $864 $903
$1,431
$0
$500
$1,000
$1,500
$2,000
Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15
BW TOTALMONTHLYSPENDINGPER JOBPLACEMENT
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15
979 959 921 821 798 788 968 620 663 813 718 741
1,834 2,055 1,832 1,446 1,405 1,634
2,377
1,210 1,477 2,068 1,982 1,726
7,093
7,819 7,337 7,136 7,229
6,363 6,569
8,015 7,390
8,269 7,822
6,999
MONTHLY JOBS REPORT & BW SPENDING PER JOB PLACEMENT
NUMBER OF JOBPLACEMENTS *
NUMBER OF JOBSEEKERS *
NUMBER OF JOBSADVERTISED **
8% 7% 7% 6% 8% 8% 7% 8%12% 11% 10% 9%
31%39% 37% 35%
60% 59%55%
48%
37%31% 32% 33%
85% 85% 85% 85% 87% 84% 85% 85%78%
73% 73% 74%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
1st Qtr 13 2nd Qtr 13 3rd Qtr 13 4th Qtr 13 1st Qtr 14 2nd Qtr 14 3rd Qtr 14 4th Qtr 14 1st Qtr 15 2nd Qtr 15 3rd Qtr 15 4th Qtr 15
ANNUAL SPENDING CAPS BY QUARTER
ADMINISTRATION(MAX 10%)
ITA REQUIREMENT(MIN 30%)
OUT OF SCHOOL(MIN 30%)
34 of 51
CURRENT YEAR FEE FOR SERVICE ACTIVITIES (7/1/2014 - 6/30/2015)
Unrestricted Balances: Cash on Hand $90,858 Certificates of Deposit $70,086 Total $160,944
Vir
tual
Job F
air
A
ctivitie
s%
of R
even
ueP
rivate
Foundation
Gra
nts
% o
f Rev
enue
Tic
ket to
W
ork
P
rogra
m%
of R
even
ueB
usin
ess
Events
% o
f Rev
enue
Oth
er
Fee
For
Serv
ice
Activitie
s%
of R
even
ue
TO
TA
LS
% o
f Rev
enue
Revenue
Grant Awards $ - - $ 37,000 67.5 $ - 0.0 $ - 0.0 $ - 0.0 $ 37,000 37.7Sponsorship Revenue - - 17,800 32.5 - 0.0 13,526 70.2 - 0.0 31,326 31.9Donated Revenue - - - 0.0 - 0.0 - 0.0 - 0.0 - 0.0Charges For Services - - - 0.0 24,020 100.0 5,736 29.8 - 0.0 29,756 30.3Website Licenses - - - 0.0 - 0.0 - 0.0 - 0.0 - 0.0Interest Earnings - - - 0.0 - 0.0 - 0.0 64 100.0 64 0.1Revenue from DWI - - - 0.0 - 0.0 - 0.0 - 0.0 - 0.0Total Revenue $ - - $ 54,800 100.0 $ 24,020 100.0 $ 19,262 100.0 $ 64 100.0 $ 98,146 100.0
Expenses
Personnel $ - - $ 2,532 4.6 $ - 0.0 $ - 0.0 $ - 0.0 $ 2,532 2.6Travel - - 231 0.4 - 0.0 - 0.0 - 0.0 231 0.2Outreach - - 910 1.7 - 0.0 18,579 96.5 2,000 3125.0 21,489 21.9Software 60 - - 0.0 - 0.0 - 0.0 22,167 34635.9 22,227 22.6Supplies - - 2,272 4.1 - 0.0 201 1.0 121 189.1 2,594 2.6Equipment - - - 0.0 - 0.0 - 0.0 - 0.0 - 0.0Professional Services 8,240 - 282 0.5 - 0.0 702 3.6 5,849 9139.1 15,073 15.4Customer Wages - - 27,808 50.7 - 0.0 - 0.0 - 0.0 27,808 28.3Customer Support - - 29,400 53.6 - 0.0 - 0.0 - 0.0 29,400 30.0Total Expenses $ 8,300 - $ 63,435 115.8 $ - 0.0 $ 19,482 101.1 $ 30,137 47089.1 $ 121,354 123.6
Net Profit (Loss) $ (8,300) - $ (8,635) -15.8 $ 24,020 100.0 $ (220) -1.1 $ (30,073) -46989.1 $ (23,208) -23.6
VIRTUAL JOB FAIR SINCE INCEPTION (5/1/2006 - 6/30/2015)
Vir
tual
Job F
air
(L
ocal)
% o
f Rev
enue
Vir
tual
Job F
air
(N
ational)
% o
f Rev
enue
TO
TA
LS
% o
f Rev
enue
Revenue
Charges For Services 39,669 100.0 - 0.0 $ 39,669 9.4Website Licenses - 0.0 382,679 100.0 $ 382,679 90.6Total Revenue $ 39,669 100.0 $ 382,679 100.0 $ 422,348 100.0
Expenses
Personnel $ 33,515 84.5 119,165$ 31.1 $ 152,680 36.2Travel - 0.0 10,885 2.8 10,885 2.6Outreach 85,547 215.7 18,339 4.8 103,886 24.6Software 5,480 13.8 60 0.0 5,540 1.3Supplies 138 0.3 3,777 1.0 3,915 0.9Equipment - 0.0 927 0.2 927 0.2Professional Services 11,758 29.6 185,663 48.5 197,421 46.7Total Expenses $ 136,438 343.9 $ 338,816 88.5 $ 475,254 112.5
Net Profit (Loss) $ (96,769) -243.9 $ 43,863 11.5 $ (52,906) -12.5
35 of 51
FY 2014-15 FINANCIAL REPORT July 1, 2014 through June 30, 2015
Current Funding Level 10,109,800
Current Annual Budget 9,590,900
Unobligated Funds 518,900
FY 2014
Actual
Expense
FY 2015
Approved
Budget
FY 2015
Y-T-D
Budget
FY 2015
Y-T-D
Expense
Percent of
Budget
Expended
MANAGEMENT SERVICES (Board Operations, Staff, Outreach, Financial Services)
Salaries & Benefits 1,468,571 1,150,600 1,150,600 1,150,212 100.0%
Operating Expenses 357,494 352,100 352,100 266,070 75.6%
Total Management Services 1,826,065 1,502,700 1,502,700 1,416,282 94.2%
INFRASTRUCTURE SERVICES (Rent, Phone, Utilities, Maintenance, Supplies)
Brevard Workforce Facilities 825,458 837,000 837,000 747,694 89.3%
Operating Expenses 46,379 70,600 70,600 50,093 71.0%
Total Infrastructure 871,837 907,600 907,600 797,787 87.9%
TECHNOLOGY SERVICES (IT Staff, Telecom Services, Computer Hardware and Software)
Salaries & Benefits 210,028 212,000 212,000 211,952 100.0%
Operating Expenses 305,780 275,100 275,100 231,686 84.2%
Total Technology Services 515,808 487,100 487,100 443,638 91.1%
BUSINESS SERVICES (Employer Outreach and Business Support Staff)
Salaries & Benefits 404,982 742,100 742,100 713,975 96.2%
Operating Expenses 114,721 18,100 18,100 12,371 68.3%
Total Business Services 519,703 760,200 760,200 726,346 95.5%
GRANTS & INCENTIVES 288,368 440,700 440,700 176,489 40.0%
FEE FOR SERVICE ACTIVITIES 91,928 125,000 125,000 121,354 97.1%
TOTAL OPERATING BUDGET 4,113,709 4,223,300 4,223,300 3,681,896 87.2%
CONTRACTED SERVICES
General Contractor (DWFS) 3,548,327 3,146,900 3,146,900 3,128,720 99.4%
Aerospace Services (DWFS) 1,489,527 211,500 211,500 208,504 98.6%
CEJA Services (DWFS) 15,294 82,800 82,800 80,048 96.7%
Startup Quest Services (DWFS) 27,656 59,900 59,900 53,746 89.7%
JD CD Services (DWFS) 0 29,900 29,900 5,354 17.9%
AARP BTW Services (DWFS) 0 23,000 23,000 9,785 42.5%
Career Jumpstart (Partner Regions) 0 32,900 32,900 6,972 21.2%
Total Contracted Services 5,080,804 3,586,900 3,586,900 3,493,129 97.4%
TRAINING SERVICES
Training Activities * 1,338,354 1,068,000 1,068,000 744,461 69.7%
Support Services * 158,398 91,300 91,300 106,800 117.0%
Aerospace Training Activities 1,489,512 516,000 516,000 347,043 67.3%
Aerospace Support Services 173,382 105,400 105,400 91,383 86.7%
Total Training Services 3,159,646 1,780,700 1,780,700 1,289,687 72.4%
TOTAL PROGRAM BUDGET 8,240,450 5,367,600 5,367,600 4,782,816 89.1%
TOTAL ANNUAL BUDGET 12,354,159 9,590,900 9,590,900 8,464,712 88.3%
STATE-LEVEL FUNDING 780,133 793,800 793,800 753,960 95.0%
TOTAL WORKFORCE BUDGET 13,134,292 10,384,700 10,384,700 9,218,672 88.8%
*CUSTOMER ACTIVITY
FY 2014
Actual
Expense
FY 2015
Approved
Budget
FY 2015
Current
Obligations
FY 2015
Y-T-D
Expense
% of ITA
Funds
Obligated
Job Seeker ITAs 683,476 400,000 391,991 357,788 98.0%
Employer OJT/AWE/EWT 667,567 659,300 601,742 380,463 91.3%
Incentives & Materials 145,709 100,000 113,100 113,010 113.1%
Total Customer ITA Activity 1,496,752 1,159,300 1,106,833 851,261 95.5%
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DATE VENDOR AMOUNT PURPOSE
04/06/15 McClelland Jones Lyons & Lacey LC 2,152.00 CSB legal services & meeting attendance04/08/15 Brandt Ronat and Company 9,058.00 StartUp Quest program outreach04/17/15 Brandt Ronat and Company 5,983.00 CSB website production services04/23/15 Microix 2,285.00 Annual software maintenance and support04/23/15 Pension Plan Professionals 1,860.00 Annual 403(b) retirement plan administration04/30/15 Brandt Ronat and Company 6,204.00 CareerSource Brevard radio advertising04/30/15 National Assoc of Workforce Boards 2,000.00 NAWB Futures Fund sponsorship04/30/15 Jay Block Companies 9,760.00 Annual 5 Steps course subscription05/26/15 Brandt Ronat and Company 6,000.00 Florida Today online media buy05/26/15 CDW-G 6,670.00 Commvault software support annual renewal05/30/15 Brandt Ronat and Company 7,643.00 Advanced manufacturing video production05/31/15 Brandt Ronat and Company 10,927.00 Florida Today media buy & radio advertising06/01/15 Kaseya US Sales LLC 5,904.00 Annual software maintenance and support06/01/15 Merritt Island Air & Heat 2,004.00 HVAC quarterly maintenance06/11/15 Softchoice 5,270.00 Microsoft Office 2013 licenses (75)06/12/15 CDW-G 5,375.00 Commvault additional archive capacity06/16/15 Knowledge Matters 1,695.00 Virtual Business Personal Finance subscription06/17/15 Brandt Ronat and Company 1,875.00 Facebook and LinkedIn campaign advertising06/18/15 Brandt Ronat and Company 6,484.00 Florida Today media buy & radio advertising06/18/15 Taylor Lombardi Hall & Wydra PA 21,022.00 Financial and programmatic monitoring06/22/15 Brandt Ronat and Company 3,893.00 Customer success story video production06/23/15 Brandt Ronat and Company 2,259.00 Radio advertising and veteran brochures06/23/15 CDW-G 2,441.00 Microsoft Server licenses and monitors (22)06/25/15 Brandt Ronat and Company 4,125.00 Talent asset mapping sheets & media buy06/26/15 Brandt Ronat and Company 3,156.00 CSB fact sheet and customer webpages06/26/15 Techsoup 5,208.00 Microsoft software licensing06/28/15 Softchoice 1,717.00 Memory module for servers06/29/15 Brandt Ronat and Company 9,145.00 Manufacturing videos and Google campaign06/29/15 Morse Communications 6,101.00 Server storage cache upgrade06/30/15 TALX Corporation 5,028.00 Work Number employment verification service06/30/15 University of Central Florida 5,532.00 CEJA business surveys and meeting facilitationTOTAL 168,776.00
VENDOR PAYMENTS REPORTED FROM 4/1/15 - 6/30/15 (>$1,500)
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CareerSource Brevard Business Workforce Committee Meeting
July 9, 2015
Minutes Members in Attendance: Robert Jordan (Chair), Daryl Bishop, Colleen Browne, Susan Glasgow and D. Travis Proctor Members Absent: Terry Compton, Paula Just, Lauren Miller Staff in Attendance: Lisa Rice, Marci Brilley, Don Lusk, Jana Bauer, Judy Blanchard, Denise Biondi, Sandi Briles and Marina Stone Guests in Attendance: Caroline Joseph-Paul and Bob Knippel of CareerSource Brevard (CSB) Career Centers Call to Order: Robert Jordan, Chair, called the meeting to order at 8:32 a.m. Introductions were made. There was no public comment. Action Items: Approval of Business Workforce Committee Minutes of April 4, 2015 A motion to approve the minutes of the April 4, 2015 Business Workforce Committee Meeting was made by Colleen Browne and seconded by Susan Glasgow. Motion passed unanimously. Discussion/Information Items Individual Training Account Vendor Activity Two vendors submitted three programs for evaluation this quarter. Eastern Florida State College submitted CNC Production Specialist and MSSC/CPT Certified Production Technician Prep. Barry University submitted Bachelors of Science in Administration (Portfolio Option). Staff evaluated all of the information submitted and has added the programs to Region 13’s Eligible Training Provider Listing (ETPL). Details of the programs were shared. Volunteer Income tax Assistance (VITA) In 2015, for the 2014 tax season, United Way Brevard (UWB) assisted moderate income workers earning less than $53,000 by providing free tax preparation assistance and electronic filing. Volunteers assisted in the preparation of 2,317 returns and had a $3.1M impact community-wide. CSB Palm Bay and Rockledge Career Centers were used by UWB two days per week. Data was shared for CSB activity comparing 2013 and 2014. 2015-2016 Program Year Criteria for Funding Training Requests Staff shared the training criteria that will be used for the upcoming Program Year 2015-2016. CareerSource Brevard’s (CSB) goal is to ensure that training needs are met throughout the year with our limited training funds. Services and funding for training
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requests will be focused on Employer Based Training (EBT) which has been demonstrated to be most effective in helping business/industries and job seeking customers sustain self-sufficient employment. Goal 2 Strategy Updates Staff reviewed the strategies and measures for Goal 2, “Strengthen key business clusters by working with them to identify and solve workforce issues they face”. Measure 3A: Grow the Resources of the Board/Grant Tracking Matrix A matrix was shared showing grant opportunities, unrestricted revenue projects and partnerships that CSB is pursuing to help grow the resources of the Board. It was noted that in Unrestricted Revenues Ticket to Work Program, $56,978 has been awarded since inception and $24,020 of that was in Program Year 2014-2015. CSB was recently awarded $8,500 for a continuation of the Career Jump Start for Military Families Program. Measure 3A Community Resources Report A list of CSB Community Resources Workshops for May 2015 along with highlights from the Community Services staff was shared. Measure 4B: Define and Develop One Sector Strategy Measure 4B is to “define & develop one Sector Strategy”. Advanced Manufacturing has been selected as the focus due to efforts already underway and the state level focus on this industry. The Clean Energy Jobs Accelerator Challenge Grant (CEJA) program along with Sector Strategies were shared. CEJA has been granted a no cost one year extension in order to meet performance goals. Employer Training Grants Florida businesses are served through Employed Worker Training grants (EWT) and Incumbent Worker Training grants (IWT). This program provides customized training for existing for-profit businesses which meet established criteria as outlined by the State of Florida. QRT grants, administered by CareerSource Florida, Inc. (CSF) provide funding for customized training to a new or expanding business. The history of the program, summary of the grants and current businesses that were awarded the funding were shared with the committee. Adjourn: There being no further business, Robert Jordan adjourned the meeting at 9:00 am. Respectfully submitted, Reviewed by, _{Signature on File}__ 07/28/15 _{Signature on File}____ 07/28/15 Marina Stone Date Robert Jordan, Chair Date
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CareerSource Brevard Community Involvement Committee
April 22, 2015
Minutes Members in Attendance: Kristin Bakke, Catherine Mallozzi, Phebe Powell (via teleconference), Terry Schrumpf (Chair), Debra Greco (via teleconference). Members Absent: Carol Craig, Rose Thron Staff in Attendance: Jana Bauer, Denise Biondi, Stephanie Mosedale, Lisa Rice, Lyn Sevin. Guests in Attendance: Ryan Bryant, Ty Schrumpf. Call to Order: Terry Schrumpf called the meeting to order at 4:00pm in the CareerSource Brevard (CSB) Boardroom. Public Comment: There was no public comment Success Stories: Staff shared a PowerPoint presentation on CSB Success Stories. Action Items: Approval of Community Involvement Committee minutes of January 28, 2015 Motion to approve the minutes from the January 28, 2015 meeting made by Catherine Mallozzi and seconded by Kristin Bakke. The motion passed unanimously. Information Items: Committee Goal 1 Update Staff reviewed the activities and updated the Committee on Goal 1 – ‘Convene the community and conduct community awareness campaigns regarding workforce issues’ as follows: Measure 2A: Outreach Plan Update Staff shared a PowerPoint presentation on updates to CSB’s Outreach tools and tactics. Information items presented included Facebook, LinkedIn, Twitter, YouTube, Jumpstart Outreach Plan, Juniors to Jobs, Start Up Quest, and Workforce Champions updates. It was noted that Twitter is doing well due to timely outreach related news and YouTube continues to host CSB videos, which are included in all CSB messaging. Staff will be focusing on growing LinkedIn by continuing to engage businesses and posting more items of interest to businesses. There was discussion on the NAWB forum which was attended by staff and board members,
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and the Workforce In Motion newsletter which featured board member Ron Taibl. New staff member, Jana Bauer, was introduced. Jana will be running the Juniors to Jobs and AARP programs. In March, Lisa Rice received an Excellence in Leadership Award and board member Susie Glasgow received the Entrepreneur of the Year Award from the Women’s Business Center at Florida Tech. Ms. Rice was also recognized for “Making a Difference in the Lives of Women” by the American Business Women’s Association. Measure 4B: Community Awareness of and Manufacturers’ Support Initiatives for Advanced Manufacturing Since January, CSB has been targeting jobseekers, the business community and manufacturers with outreach messages and workforce support to improve the understanding and awareness of advanced manufacturing. The State’s Manufacturing Career Fair and CSB's local manufacturing fair were held on April 22. Arising from this outreach effort CSB has received various offers from manufacturers to host prospective students. Workforce Innovation and Opportunity Act (WIOA) Update When WIOA takes effect there will be a move to regional planning to allow for cross border industry sectors, joint regional committee meetings, and broader outreach plans and target areas. Regional Workforce Boards will be referred to as Local Area Workforce Boards and the local board of directors will be required to reduce its membership. New Business It was reported that during this program year CSB has applied for 11 Grants, and has been awarded 8 of them, totaling $1,000,000. There being no other business Terry Schrumpf adjourned the meeting at 4:52pm. Submitted by, Reviewed by, (signature on file) 6/15/15 (signature on file) 6/15/15 Lyn Sevin Date Terry Schrumpf, Chair Date
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CareerSource Brevard Community Involvement Committee
July 22, 2015
Minutes Members in Attendance: Kristin Bakke, Debra Greco (via teleconference), David Jeczala (DCF) Catherine Mallozzi, Terry Schrumpf (Chair), Rose Thron and Venetta Valdengo. Members Absent: Carol Craig, Staff in Attendance: Denise Biondi, Caroline Joseph-Paul, Stephanie Mosedale, Lisa Rice, and Lyn Sevin. Guests in Attendance: None Call to Order: Rose Thron called the meeting to order at 4:00pm in the CareerSource Brevard (CSB) Boardroom. Public Comment: There was no public comment Success Stories: Staff shared CSB’s newest manufacturing video. Terry Schrumpf joined the meeting and Rose Thron turned over the Chair. Action Items: Approval of Community Involvement Committee minutes Motion to approve the minutes from the April 22, 2015 meeting made by Rose Thron and seconded by Kristin Bakke. The motion passed unanimously. Information Items: Committee Goal 1 Update Staff reviewed the activities and updated the Committee on Goal 1 – ‘Convene the community and conduct community awareness campaigns regarding workforce issues’ as follows: Measure 2A: Outreach Plan and Awareness Plan Staff spoke on the strengths of the Outreach and Awareness Plan in particular the Business to Jobs model and the workforce solutions provided by CSB’s Business Liaisons. Challenges outlined were budget reductions and the anticipated drop in the unemployment rate which would mean staff time would need to be concentrated on recruiting talent.
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Catherine Mallozzi joined the meeting. Other items of note were the Orlando Business Journal has name CSB one of Central Florida’s Best Places to Work in 2015, and Lisa Rice was presented with the Toni Jennings Workforce Development Professional of the Year Award. Lisa Rice said that the visit to Brevard County by US Department of Labor’s Deputy Secretary, Chris Lu, was a success and that she has invited him to visit Port Canaveral at a later date. Staff shared the “Outreach in Motion” presentation.
Jumpstart Outreach Update Staff gave an update on the Jumpstart Outreach Plan. Website Performance Update Staff gave an update on CSB’s website performance. Social Media Update Staff gave an update on social media. There being no other business Terry Schrumpf adjourned the meeting at 5:01pm. Submitted by, Reviewed by, (signature on file) 7/29/15 (signature on file) 7/29/15 ________________ _____________ ___________________ _____________ Lyn Sevin Date Terry Schrumpf, Chair Date
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CareerSource Brevard E3 Committee June 11, 2015
Minutes
Members in Attendance: Patty Stratton (Chair), Cathy Beam, Jennifer Hashagen, James Roberts (via teleconference) and Julie Song Members Absent: Michael Bean and Denise Devlin Staff in Attendance: Lisa Rice, Jana Bauer, Don Lusk and Marina Stone Guests in Attendance: Julie Tookes from Vance Lotane, Caroline Joseph-Paul and Bob Knippel of Career Source Brevard (CSB) Career Centers Call to Order: Patty Stratton, Chair, called the meeting to order at 8:33 a.m. Public Comment: There was no public comment. Action Items Approval of E3 Committee Meeting Minutes of March 12, 2015 A Motion to approve the Minutes from the March 12, 2015 E3 Committee meeting was made by Julie Song and seconded by Cathy Beam. Motion passed unanimously. Discussion and Information Items Denise Biondi joined the meeting. Committee Goal 3 Status Updates Staff reviewed the strategies and updated the Committee on the current status of BW Corporate Goal 3 “Enhance the E3 concept (Employment, Education and Economic Development) for the emerging and transitional workforce. Measure 2B(3) CareerSource Brevard Hosted Job Fairs The look and feel of CSB Job Fairs have changed. CSB Job Fairs are held at all centers and are now smaller in size and are industry focused. CSB invites job seekers who meet the job requirements to the events so that the businesses have only those applicants which meet their requirements present. This has proven to be a successful change.
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Measure 2C Host Regional Business Summit A Regional Business Summit will be held October 29, 2015 at the Florida Hotel and Convention Center. CareerSource Boards are planning to highlight what the CareerSource network provides to businesses. Jason Guy will be the moderator for the event. With a panel presentation, we plan to show a success story clip about the subject in between changing of panel guests. Ms. Stratton will share this information with her network of small businesses. Last year this event was held at Port Canaveral. For HR professionals, there is a HR continuing education credit which will be offered. CSB will network through schools to share this event with students and offer reduced price tickets to the students. Measure 3D: Clean Cities Training Focused on New Hires A one year no cost extension has been granted by the United States Department of Labor. Continuing this grant allows CSB to think outside the box and move away from first responder training into the hospitality and tourism sector focusing on sustainability in the industry. Utilizing the current Work Experience program with this grant, CSB was able to obtain Brevard Public School Board approval to create a position for an Energy Resource Conservation Specialist. The candidate selected was a disabled former aerospace worker with in-depth knowledge in several energy-type areas. In less than six months, BPS has experienced over $150,000 in energy savings, much greater than his salary, of which CSB pays 50%. CSB was recognized at a recent Brevard County Public School Board meeting to highlight the success. Another goal of this partnership is to get Brevard Schools and Government to utilize our system for job openings. Measure 4C: Career Readiness On Monday, June15th, the Juniors to Jobs (J2J) program begins. This is CSB’s and the City of Palm Bay’s second year doing this program. Students and business alike must reside in Palm Bay to quality. Participants are given one week of intense Foundations Training, then interview for pre-identified work site employers. Employers pay only $640 per participant over the 5 week work experience training. Ms. Tookes offered to contact Long Doggers of Palm Bay to see if they would be interested in being a worksite employer. CSB is still looking for more worksites in addition a few more local leaders to be panelists to share their stories of how they became who they are today. Ms. Tookes volunteered to be a panelist. CSB is pursuing working with ‘The Corridor’ to do a career counselor expo event where CSB would bring in career counselors from large universities around the nation to have employers come and talk with them about the talent they are graduating and the types of jobs where those employers are desperately seeking talent. Years ago, this method was very successful because it catered to the education people and opened several doors for recruiting. CSB is looking for businesses to sponsor this event and to tell us which universities the businesses would like to see at the expo. MIT was contacted and they are excited to participate. This mechanism is especially beneficial with the unemployment rates dropping. In Brevard County and throughout the nation.
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Growing the Business of the Board A matrix of grants, unrestricted revenues and partnerships was shared to highlight ways in which CSB is growing the business of the Board. The AARP Foundation Grant was highlighted with July 15, 2015 being the first orientation date scheduled. Our region was selected for this award because of our willingness to blend our services with educational resources and external sources. We are building a relationship with the Brevard Hispanic Group to help us obtain more of the Hispanic population. The AARP Foundation Grant focuses only on the woman’s income, not the family income, which greatly opens this opportunity to underemployed and unemployed women. Ms. Beam shared that Eastern Florida is trying to reach out the students for the LEAP program. The program focuses on portfolios for those with work experiences, testing out of courses and prior learning assessments. Ms. Beam will let CSB know who the Eastern point of contact is going to be. Youth Eligibility and Performance Comparison WIA/WIOA With the new Workforce Innovation and Opportunity Act (WIOA), youth eligibility and performance measures have changed. A comparison chart with some of the changes was shared. Discussion ensured. A recommendation was to have high achievers in their junior and senior year to mentor our youth. Ms. Tookes expressed an interest in attending these committee meetings on a regular basis. Adjourn: Patty Stratton, Chair, adjourned the meeting at 9:44 a.m. Respectfully submitted, Reviewed by, _{signature on file} ___ _07/23/15___ _{signature on file} _07/23/15 Marina Stone Date Patty Stratton, Chair Date
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CareerSource Brevard
Executive Committee Meeting May 5, 2015
CSB Boardroom
MINUTES Members in Attendance: Mike Menyhart (Chair), Daryl Bishop, William Chivers, Patty Stratton (via teleconference), and Terry Schrumpf (via teleconference). Members Absent: George Hauer, and Robert Jordan Staff in Attendance: Marci Brilley, Richard Meagher, Lisa Rice (via teleconference), and Lyn Sevin. Guests: None. Mike Menyhart called the meeting to order at 4:00pm. Public Comments: There was no public comment. Action Items: Approval of Executive Committee minutes Motion to approve the Executive Committee Minutes for February 3, 2015 was made by William Chivers, seconded by Daryl Bishop, and passed unanimously. Board Member Nomination Lisa Rice recommended Vanetta Valdengo to replace Stockton Whitten in a mandatory partner position. Ms. Valdengo is the Assistant County Manager and will serve as the Community Services Block Grant representative and the representative for the Chief Elected Official. Motion to approve the nomination of Vanetta Valdengo to replace Stockton Whitten to the next meeting of the full Board of Directors and for ratification by the Brevard County Commission made by Daryl Bishop and seconded by William Chivers. Motion passed unanimously. Nomination of Officers Motion to approve the nomination of Mike Menyhart to continue in his role as Chair, Robert Jordan to continue in his role as Vice Chair and Daryl Bishop to continue in his role as Treasurer for Program Year 2015-2016 to the next meeting of the full Board of Directors made by William Chivers and seconded by Patty Stratton. It was noted that Daryl Bishop is now VP/Commercial Banker at Seacoast Bank. Motion passed unanimously.
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Reappointment of Board Members In accordance with the WIOA changes and CSB bylaws the following board members have expressed interest in continuing their board membership effective July 1, 2015:
For term of one year: Amar Patel, Michael Bean, and Teri Compton.
For a term of three years: Debra Greco, Mike Menyhart, and Wayne Olson. Debra Greco’s term is contingent upon receiving a nomination from the AFL/CIO.
Daryl Bishop made a motion to recommend reappointment of the above members to the full Board of Directors and for ratification action by the Brevard County Commission contingent upon receiving Ms. Greco’s nomination letter. William Chivers seconded the motion. Motion passed unanimously. Board member Tim Yandell resigned CSB effective April 22, 2015, and the following members will be leaving the board on June 30, 2015: Robert Merrilees, George Hauser, and James Roberts. Mike Menyhart requested that an acknowledgement be sent to Mr. Yandell in recognition of his many years of service. Case File Cleanup This item was removed from the Agenda as no longer applicable due to incorrect data received from the State. Talent Pipeline Partnership for WIOA The CSB President’s request for approval to engage in a Central Florida Talent Pipeline Partnership has been tabled as the four regions need more information before they can move forward. Engaging in contracts with entities outside of Brevard is a new endeavor and the President’s request for approval to engage in this endeavor and to then consider such regional actions as operational in the future was discussed. Motion to allow CSB’s President to engage in the Central Florida Leadership Forum on June 16, 2015 at a cost of $1,250, and to engage in other regional activities and contracts for WIOA purposes, and hereafter to consider such actions as operational made by Patty Stratton. Due to the timeliness requirement of this action and in accordance with CSB Bylaws, the Executive Committee approval will be the execution of the request and reported to the next Board of Directors meeting. Motion seconded by Daryl Bishop and passed unanimously.
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Discussion/Information Items: Budget Update Staff advised that since the Board of Directors approved the PY 2014-2015 budget CSB has received additional funds and plans to take the operational action of awarding bonuses at the end of the program year. Final budget figures will be presented at the next Board of Directors meeting. Financial Reports Staff reviewed financial activity for the fiscal period beginning on July 1, 2014 and ending on March 31, 2015. Vendor Payment Report: The Vendor Payment report from January 1, 2015 through March 31, 2015 was reviewed. Adjournment: Mr. Menyhart adjourned the meeting at 4:25pm. Submitted by, Reviewed by, (signature on file) 6/1/15 (signature on file) 6/1/15 Lyn Sevin Date Mike Menyhart Date
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CareerSource Brevard Executive Committee Meeting
June 15, 2015 CSB Boardroom
MINUTES
Members in Attendance: Mike Menyhart (Chair), Daryl Bishop, George Hauer, and Terry Schrumpf (via teleconference). Members Absent: William Chivers, Robert Jordan, and Patty Stratton. Staff in Attendance: Lisa Rice and Lyn Sevin. Guests: None. Mike Menyhart called the meeting to order at 4:00pm. Public Comments: There was no public comment. Action Items: Approval of President PY 2014-2015 Goals Ms. Rice gave a presentation on the status of her Annual Goals. Motion to approve the President’s compensation of $20,200 to be paid as a lump sum of June 30, 2015 was made by George Hauer, seconded by Terry Schrumpf, and passed unanimously. Approval of President PY 2015-2016 Goals Ms. Rice gave a presentation on her proposed Annual Goals for PY 2015-2016. Motion to approve CSB President’s goals for PY 2015-2016 made by Daryl Bishop. After discussion Mr. Bishop modified the motion to approve CSB President’s goals for PY 2015-2016 with the following changes: Goal 1 shall have a weight of 40% instead of 50%, and Goal 3 shall have a weight of 20% instead of 10%. George Hauer seconded and the motion passed unanimously. Adjournment: Mr. Menyhart adjourned the meeting at 4:47pm. Submitted by, Reviewed by, (signature on file) 7/13/2015 (signature on file) 7/13/2015 Lyn Sevin Date Mike Menyhart Date
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BOARD MEMBERAUG NOV
FEB Annual Meeting & Retreat JUN
1 Bean, Michael P P P A
2 Binggeli, Brian P P P P3 Bishop, Daryl P P P P4 Browne, Colleen P P A A5 Canady, Laura A P N/A N/A6 Chivers, William P P P A7 Compton, Teri (ex officio) A P P A8 Coxwell, Dale P P P P9 Craig, Carol A A P A
10 Glasgow, Susan P P P P11 Greco, Debra A P A P12 Hauer, George P P A P13 Heaston, Frances P P N/A N/A14 Heller, Nancy A A P A15 Jordan, Robert P A P P16 Just, Paula n/a P A A17 Menyhart, Mike P P P P18 Merrilees, Bob A A A A19 Miedema, Linda N/A N/A P P20 Murray, Becky A A A A21 Olson, Wayne A P P P22 Patel, Amar A A P P23 Powell, Phebe P P P P24 Raymond, Dan P P A P25 Richey, James A A N/A N/A26 Roberts, James P A A A27 Schrumpf, Terry P P P A28 Stratton, Patricia A A P P29 Taibl, Ronald P P P P30 Weatherman, Lynda A P P A31 Whitten, Stockton A A A A32 Yandell, Tim A P P N/A
Total attendance 16 21 20 15Click for Roster
Board of DirectorsMeeting Attendance Record PY 2014-2015
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