1. Workforce Innovation and Opportunity Act (WIOA)
Memorandum of Understanding (MOU) and Infrastructure/Additional Cost Agreements amongst Required Partners

2. WIOA Overview First update to federal workforce law in 16 years
Replaces Workforce Investment Act (WIA)
Bicameral, bipartisan support – nearly unanimous vote
Six year life:
Four Titles (Core Programs)
Title I: Adult, Dislocated Worker, and Youth Employment and Training Activities
Title II: Adult Education and Literacy
Title III: Wagner-Peyser Employment Services
Title IV: Vocational Rehabilitation

3. Federal Oversight of Core Programs
Department of Labor
Title I: Adult, Dislocated Worker, and Youth Employment and Training Activities
Title III: Wagner-Peyser Employment services
Department of Education
Title II: Adult Education and Literacy
Title IV: Vocational Rehabilitation services

4. State Oversight of Core Programs
Dept. of Workforce Development (DWD)
Title I: Adult, Dislocated Worker, and Youth Employment and Training activities
Title II: Adult Education and Literacy
Title III: Wagner-Peyser Employment services
Family & Social Services (DDRS)
Title IV: Vocational Rehabilitation services
-Division of Disability and Rehabilitative Services
-Vocational Rehabilitation Services (VRS), a program of the Bureau of Rehabilitation Services (BRS), provides quality individualized services to enhance and support people with disabilities to prepare for, obtain or retain employment.

5. Other Required Partners
TANF Education and Training programs
Other Title I Programs: Job Corps, Youth Build, and Native American Programs, National Farmworker Jobs Program
Older Americans Act, Title V Programs (SCSCEP)
Career and Technical Education programs at the postsecondary level authorized by the Carl D. Perkins Career and Technical Education Act
Employment and training activities carried out under the Community Services Block Grant Act
Employment and training activities carried out by the Department of Housing and Urban Development
Second Chance Act Section 212 programs
Any other additional partners the local workforce board wishes to include in its region
Additional programs and entities that carry out activities as part of the one-stop delivery system may be included as one-stop partners with the approval of the local board and chief elected official. All partners, including additional partners, must be identified in the IFA within the local one-stop delivery system MOU.

6. One-Stop Centers
In Indiana, One-Stop Centers are branded as “WorkOne Centers”
Three Types:
Comprehensive Center
Affiliate Center
Specialized Centers

7. Comprehensive One-Stop Center
A comprehensive one-stop center is a physical location where job seeker and employer customers can access the programs, services, and activities of all required one-stop partners. A comprehensive one-stop center must have at least one title I staff person physically present.
The comprehensive one-stop center must provide:
Career services, described in § ;
Access to training services described in § of this chapter;
Access to any employment and training activities carried out under sec. 134(d) of WIOA;
Access to programs and activities carried out by one-stop partners listed in §§ through , including the Employment Service program authorized under the Wagner-Peyser Act, as amended by WIOA title III (Wagner-Peyser Act Employment Service program); and
Workforce and labor market information.
Customers must have access to these programs, services, and activities during regular business days at a comprehensive one-stop center. The Local Workforce Development Board (WDB) may establish other service hours at other times to accommodate the schedules of individuals who work on regular business days. The State WDB will evaluate the hours of access to service as part of the evaluation of effectiveness in the one-stop certification process described in § (b).

8. Affiliate One-Stop Center
An affiliate one-stop center, is a site that makes available to job seeker and employer customers one or more of the one-stop partners’ programs, services, and activities.
An affiliated site does not need to provide access to every required one-stop partner program. The frequency of program staff’s physical presence in the affiliated site will be determined at the local level. Affiliated sites are access points in addition to the comprehensive one-stop center(s) in each local area. If used by local areas as a part of the service delivery strategy, affiliate sites must be implemented in a manner that supplements and enhances customer access to services.
A center owned and/or operated by the local WDB with one or more partners.

9. Specialized One-Stop Center
Specialized centers address specific needs, including those of dislocated workers, youth, or key industry sectors, or clusters.

10. Partner Roles and Responsibilities
Each required partner must:
Provide access to its programs or activities through the one-stop delivery system, in addition to any other appropriate locations;
Enter into an MOU with the local board relating to the operation of the one-stop system;
Use a portion of funds made available to the partner's program (to the extent consistent with the Federal law authorizing the partner's program and with Federal cost principles) to provide applicable career services;
“Access” is defined as:
Having a program staff member physically present at the one-stop center;
Having a staff member from a different partner program physically present at the one-stop center appropriately trained to provide information to customers about the programs, services, and activities available through partner programs; or
Making available a direct linkage through technology to program staff who can provide meaningful information or services.
A ‘‘direct linkage’’ means providing direct connection at the one-stop center, within a reasonable time, by phone or through a real-time Web-based communication to a program staff member who can provide program information or services to the customer.
A ‘‘direct linkage’’ cannot exclusively be providing a phone number or computer Web site or providing information, pamphlets, or materials.

11. Partner Roles and Responsibilities Cont.
Work collaboratively with the State and local boards to establish and maintain the one-stop delivery system. This includes jointly funding the one-stop infrastructure through partner contributions that are based upon:
A reasonable cost allocation methodology by which cash or in-kind infrastructure costs are contributed by each partner in proportion to the relative benefits of their participation;
Federal cost principles; and
Any local administrative cost requirements in the Federal law authorizing the partner’s program.
Participate in the operation of the one-stop system consistent with the terms of the MOU, requirements of authorizing laws, the Federal cost principles, and all other applicable legal requirements; and
Provide representation on the State and local workforce development boards as required and participate in board committees as needed.

12. MOU Requirements
Each core and required partner/program existing in a local area must enter into an MOU with the local workforce development board.
The board will convene these discussions (and likely already have).
The MOUs will contain the following:
Collective Mission of the Partners
Description of Services to be provided through the one-stop delivery system
Methods for referring individuals between partners
Methods to ensure the needs of workers, youth, and individuals with barriers to employment have access to services
Infrastructure and Shared Cost agreement as an attachment to the MOU (beginning in Program Year 2017 – July 1-June 30)
Duration of MOU
Assurance that MOU will be reviewed no less than once every 3 years

13. Infrastructure and Additional Cost Agreements
Beginning in PY17, the local board shall have an infrastructure and shared costs agreement in place with each partner and attached to the MOU.
Required Content for these agreements:
The effective time period
The infrastructure and shared services budget
The name of the required one-stop partner entering into the agreement
The chief elected official in the local area
The WDB entering into the agreement
A description of the periodic review and reconciliation process   to ensure equitable benefit among partners
The steps the local workforce development board, chief elected officials, and required one-stop partners used to reach consensus (or an assurance that the local area followed the state guidance)

14. Infrastructure and Additional Costs Agreements
Definition of infrastructure costs:
Non-personnel costs necessary for the general operation of the one-stop center
Examples
Definition of Additional costs:
additional costs related to the one-stop delivery system
Infrastructure Examples:
Facility rental
Utilities and maintenance
Equipment (including assessment–related products and assistive technology for individuals with disabilities)
Technology to facilitate access to the one-stop center, including technology used for the center’s planning and outreach activities
Common identifier costs, such as the cost of signage for one-stop centers
Additional Costs Examples:
Delivery of Career Services
Initial intake
Assessment of needs
Appraisal of basic skills
Referrals
Business services
WDB functions
Additional costs relating to the operation of the one-stop delivery system that are not paid from funds provided for infrastructure costs

15. Infrastructure and Additional Costs Agreements
Can be funding through:
Cash
Non-cash
third-party in-kind contributions
Can include funding from:
Philanthropic organization
Other private entities
Other alternative financing options

16. Infrastructure and Additional Costs Agreements
Calculating Costs:
Costs must be based on each partners
“proportional use relative to the benefit received”
Partners proportional share must be calculated in accordance with Federal Uniform Guidance
Based upon a reasonable cost allocation methodology
Partners square footage footprint within WorkOne
Number of full time employees available to a WorkOne
Number of clients served by the partner within the WorkOne
Combination of all of the above

17. Infrastructure and Additional Costs Agreements
Impasse:
If parties cannot reach agreement, the Governor must administer the State funding formula to determine all one-stop partner’s appropriate share.
Do not want this to occur. Want to be sure have a framework in place for folks to negotiate.

18. Infrastructure and Additional Costs Negotiation Process
Phase
Timeline
One: Information Gathering
March 1 – March 31
Two: State Partner Budget Review
No later than April 21
Three: State Negotiations (Initial)
April 24 – May 12
Four: Local Negotiations (Initial)
No later than June 12
Time for Additional Negotiations (if needed)
Five: Signatures
No later than July 1
Six: Contract Execution
Varies

19. Adult Education Negotiation
What does this mean for existing and future Adult Education providers?
Existing Providers: current funding agreements (if any) will remain in effect until PY17.
Future Providers: As of PY17, all providers awarded grants to provide services in a local area will be required to enter into the local MOU and funding agreements for infrastructure and additional costs.
Due to the potential lapse in time between the start of PY17 and the provider contracts being executed, Marilyn Pitzulo, DWD Associate Chief Operating Officer for Adult Education, will enter into initial negotiations with the local WDBs on behalf of providers. Once the provider contracts have been executed, the providers will need to negotiate and sign these agreements.

20. Adult Education Negotiation
Funds used to pay for Infrastructure Costs: Adult Education providers must use local Administrative Funds to pay for infrastructure costs.

21. Thank you! Questions?