1. Board Governance and One Stop Integration
Bob Lanter, CWA
John Bailey, region 6, U.S. DOLETA

2. LOCAL WORKFORCE DEVELOPMENT BOARDS
Vision – To serve as a strategic leader and convener of local workforce system stakeholders. Partners with employers and workforce system to develop policies and investments that support regional economies.
Purpose:
Strategic and operational oversight to develop the system in the local area and region
Assist in achievement of the State’s vision and goals
Maximize and improve quality of service, customer satisfaction and effectiveness.

3. CHIEF LOCAL ELECTED OFFICIAL
Appoints the local board and the board is certified by the Governor every 2 years
WIOA sec. 107 delegates the establishment of by-laws to the chief elected official. The chief elected official must establish the by-laws in order to constitute a Local WDB – (g)
The CLEO and Local WDB then are allowed to enter into an agreement which does not prohibit the Local WDB’s role in the development of future by-laws. (Note that this comment is from the preamble, and is not stated in the Final Rule)

4. CHIEF LOCAL ELECTED OFFICIAL
By-laws must include:
Nomination process
Term limitations
Notification to the CEO of vacancies
Proxy and alternative designee process
Use of technology to promote WDB participation
Process to ensure WDB members actively participate
Any other provisions deemed appropriate by CEO in the appointment process

5. LOCAL WORKFORCE BOARDS
Initial/Subsequent Designation: Initial designation is only applicable to PY and PY No determination of subsequent designation may be made before the conclusion of PY – (c)
To be subsequently designated:
Local area performed successfully;
Local area maintained fiscal integrity;
Met regional planning requirements
In WIOA sec. 106(e), “sustained fiscal integrity” means “that the Secretary has not made a formal determination, during either of the last 2 consecutive years that either the grant recipient or the administrative entity of the area misexpended funds.

6. REGIONS
“the purpose of a local area is to administer workforce development activities… the purpose of a regional area is to align workforce development activities and resources with larger regional economic development areas and resources.” (Preamble to )
“The Department encourages States confronted with the issue (of single areas needing to be in multiple regions for planning purposes) to reevaluate whether the local areas in question are consistent with labor market areas and with regional economic development areas in the State. If these criteria are not met, the State should consider how best to recast local areas for the purposes of subsequent designation and regional integration.”

7. REGIONAL PERFORMANCE
Commenter remarked that CEOs of each local area in a planning region should be permitted to choose to develop, rather than be required to develop, regional performance measures in addition to local area measures.
Response: WIOA sec. 108(b)(1) requires the CEOs to develop the regional performance indicators and the Departments’ regulations are consistent with this statutory requirement.

8. LOCAL WDB ROLE/MEMBERSHIP
The Department concludes that the Local WDB has flexibility to make the determinations of optimum policy-making authority and demonstrated experience and expertise when determining Local Board members – (f)
The Department finds it is important to require the appointment of non-board members to standing committees, and retain the “must” language – (a). Must be chaired by local WDB member

9. LOCAL WDB ROLE
13 Functions no real change from NPRM: Local/Regional Plan, LMI, convening system stakeholders, engage employers, partner with education, promising practices, maximize technology, oversight of Title 1 programs, negotiate and monitor performance, infrastructure costs, certify and designate program operators, career pathway development, develop budget, accessibility
For a Local WDB to provide career services, it must meet the requirements in WIOA sec. 107(g)(2), which allows for Local WDBs to be providers of career services of title I career services for adult and dislocated workers with the agreement of the CEO in the local area and the Governor. There are no waiver requirements for Local WDBs to provide career services.

10. 1) Local and Regional Plans
Activities Now:
CWDB State Plan –
WSDD-116 Regional Planning Areas
Regional and local plans due March WSDD-146
Community Colleges and Adult Ed are also working on regional plans
Local Plan – Consistent and supports State Plan
4 year plan – Modified after 2 years
Regional Plan – Outlined in Sec 106
Regional service strategies
Sector Initiatives
Regional Labor Market Information
Administrative Cost Arrangements
Transportation and other Support Services
Coordination with Economic Development
Collectively Negotiate Levels of Performance

11. 2) Research and Labor Market Analysis
Analysis of Regional Economic Conditions
Skills and Knowledge of the Labor Force
Workforce Development Activity and Collection of information
Job Growth and Labor Trends
Activities Now
LMID Workgroup 5/12/16– Regional Profiles
WSIN – Labor Market Data Library

12. 3) Convening, Brokering, Leveraging
System Stakeholders to:
Assist in developing local plan
Leverage resources and expertise
Serve on Standing Committees
Activities Now
Slingshot Initiative
Industry Sector Development

13. 4) Employer Engagement Lead efforts to engage employers with:
Promoting Representation on Local Board
Develop linkages (intermediaries) to support utilization
Meeting employer needs (enhancing communication, coordination, collaboration) with service providers and economic development
Promote Industry Sector Partnerships
Activities Now:
Regional Business Engagement – Restructuring of Business Service Teams – Sept 27th and 29th 2016
Doing What Matters for Jobs and the Economy
Regional Business Service Alignment

14. 5) Career Pathway Development
Develop Career Pathways by aligning employment, training, education and support services
Services to individuals with barriers to employment
Activities Now
Career Pathways Trust Grants - $500 million
Sac COE
Elk Grove Unified
CTE Funding - $200 Million in this year’s budget
CWA Legislation – Last year AB2642
Regional Partnership Meeting Chancellor/CWDB Offices – Jan 2016

15. 6) Proven and Promising Practices
Identify and promote proven and effective practices in serving:
Employers and Job Seekers
Those with barriers to employment
Programmatic and physical access
Activities Now
CWA and CWDB Collecting Examples
Accelerator Grants
AB2642 – Breaking Barriers Initiative
AB 2060 and Prop 39 State Grants
TA and Cross Training from the CWDB/CWA Implementation grant

16. 7) Technology Activities Now CalJob Improvements
Ensure maximization of accessibility and effectiveness
Connections on intake/case management of One- Stop Partners
Access to services – remote locations
Increasing digital literacy skills
Increase services to individuals with barriers to employment
Activities Now
CalJob Improvements
Customer Centered Design Challenges
Launchpad, Career Catalyst, Salary Surfer, Career Hub, Career Arc and More

17. 8) Program Oversight Youth Activities and One-Stop Service Delivery
Appropriate use and management of funds
Making investments that maximize performance outcomes.
Activities Now
Draft Directives
MOU and One-Stop Procurement and Firewall
CWA Action Clinics

18. 9) Negotiations of Local Performance Measures
In partnership with Chief Local Elected Officials
Placement
Retention
Median Wage
Credential Rate
In-Program Skills Gain
Employer Satisfaction
Activities Now
California Negotiations taking place now WSDD-149
Performance Training slated for end of year
TEGLs – Forthcoming from DOLETA

19. 10) Selection of Operators and Providers
Selection of One-Stop Operators
With agreement of Elected Officials shall designate or certify
Selection of Youth Providers
Identification of Eligible Providers of Training
Identification of Eligible Providers of Career Services
Activities Now
Local RFPs – CWA Collecting examples
WSD15-07 – Eligible Training Provider Process
WSDD-117 – Youth Programs 14 elements

20. 11) Coordination with Education Providers
With all training providers in area including: Adult Ed, Community College CTE, Vocational Rehabilitation Training
Applications and Agreements
Provide comments on Adult Education Applications
Ensure Alignment with local/regional plan
Establish cooperative agreements when necessary
Activities Now
AEBG Funding $500 million to regional consortia
CTE Funding
Partnerships, partnerships and partnerships around career pathways

21. 12) Budget and Administration
Activities Now
Federal Appropriations – working on PY17-18
Perkins Reauthorization
TANF Reauthorization
Grant recipient is Chief Local Elected Official
Always maintains liability
Grant recipient shall disburse funds under the direction of local boards
Boards can solicit and secure grant funding

22. 13) Accessibility for Individuals with Disabilities
Annually assess programmatic and physical accessibility of One- Stop Centers
Activities Now
Partnerships with Voc. Rehabilitation – cross training will be forthcoming later this year.

23. ONE STOP OPERATORS
Section 121(d)(2)(A) of WIOA only allows for selection of a one-stop operator through a competitive process.
All other non-Federal entities, including subrecipients of a State (such as local areas), are required to use a competitive process based on the procurement standards in the Uniform Guidance set out at 2 CFR through (c).
After extensive consideration, the Departments have not changed their interpretation of the relationship between WIOA secs. 107(g)(2) and 121(d)(2)(A) as providing that a Local WDB may be designated or certified as a one-stop operator, with the agreement of the CEO and the Governor, only after being selected through a competitive process for the one stop operator. – Preamble

24. ONE STOP OPERATORS
The competitive selection process permits more than one method of procurement, and procurement options are outlined in the Uniform Guidance at 2 CFR – Preamble
Sole source selection is allowable as long as the situation falls within the guidelines and requisite conditions of State and local procurement policies and procedures and the conditions outlined in the Uniform Guidance. The Local WDB must be able to demonstrate that it conducted sufficient market research and outreach to justify sole source selection. – (a)

25. ONE STOP OPERATORS
A Local WDB may be designated or certified as a one-stop operator only with the agreement of the CEO in the local area and the Governor. DOL interprets this provision to create an additional requirement for situations in which a Local WDB is selected to be a one-stop operator through the competitive process – (c)
Appropriate firewalls must be in place to ensure that the current operator is not involved in conducting the competitive process, as that would be an inherent conflict of interest. – (a)
Past performance and costs however, are evaluation factors that may be considered in the competitive process, potentially giving weight to those bidders demonstrating successful performance as a one-stop operator Preamble

26. ONE STOP OPERATORS
It is the intention of the Department to provide extensive guidance and technical assistance on acceptable methods of procurement, using the Uniform Guidance as a basis – Preamble
The operator cannot participate in the planning, development, review, negotiation, and selection phases of the competitive procurement process and then also submit its own proposal. – (b)
In order to ensure flexibility for State and local entities in designing one-stop delivery systems, the Department declines to define the term “firewall” further in the final regulations.

27. ONE STOP OPERATORS
Regarding the role of a one-stop operator, § (a) only requires that the one-stop operator must coordinate the service delivery of required one-stop partners and service providers (a)
A one-stop operator may not perform the following functions: convene system stakeholders to assist in the development of the local plan; prepare and submit local plans (as required under sec. 107 of WIOA); be responsible for oversight of itself; manage or significantly participate in the competitive selection process for one-stop operators; select or terminate one-stop operators, career services, and youth providers; negotiate local performance accountability measures; or develop and submit budget for activities of the Local WDB in the local area. – (b)(1)

28. Q & A and Conversation