1. Cost Allocation Webinar
August 12, 2016

2. Overview Title II Logistics Timelines Leadership Expectations Goals
Questions
Next Steps
Logistics
Leadership Expectations
Background
Oregon Principles
Methodology

3. WORKFORCE SYSTEM EXECUTIVE TEAM
Karen Humelbaugh, Title I
Patrick Crane, Title II
Jim Pfarrer- Title III
Pete Karpa, Title IV
Dan Haun, Self Sufficiency (TANF-SNAP)
Soon to add:
Commission for the Blind
Unemployment Insurance

4. BACKGROUND Cost Allocation Workgroup Chartered
All Governor Required Partners at the State Agency level
Title I
Title II
Title III
Title IV
Self Sufficiency (TANF-SNAP)

5. WIA to WIOA Transition WIA WIOA Memorandum of Understanding
Resource Sharing Agreement
WIOA
One-stop Center Infrastructure Cost Allocation Plan
One-stop Center Shared-Services Cost Allocation Plan

6. MOUs in WIOA WIOA Sec 121 (c) and Joint Rule Subpart C 678.500-510
WIOA Sec 121 (h) and Joint Rule Subpart E
WIOA Sec 121 (i) and Joint Rule Subpart E
OMB 2 CFR 200 (Uniform Guidance)

7. MOUs WIOA Sec 121 (c) and Joint Rule Subpart C 678.500-510
Relatively brief, providing broad direction
Required elements:
Description of the services provided
Method of funding services
Method of referral between partners
Methods to address individuals with barriers
Duration of the MOU
Assurances of future review and update

8. Infrastructure Cost Allocation:
WIOA Sec 121 (h) and Joint Rule Subpart E
More detailed discussion of infrastructure funding processes, guidance, definitions, limitations
Infrastructure defined as “nonpersonnel costs for the general operation of the one-stop center” including
Rent
Utilities and maintenance
Equipment (which may include assistive technology)
Technology
Common identifier costs

9. Shared Services Cost Allocation:
WIOA Sec 121 (i) and Joint Rule Subpart E
Relatively brief, providing broad direction
Defined as “costs of shared services that are authorized for and may be commonly provided through the one-stop to any individual” such as
Initial intake
Assessment of needs
Appraisal of basic skills
Identification of appropriate services to meet needs
Referrals to other partners
Business services

10. OMB 2 CFR 200 (Uniform Guidance)
All cost sharing for services and infrastructure must be consistent with Uniform Guidance
All costs must be “allowable, reasonable, necessary, and allocable to the program” consistent with the Cost Principles in 2 CFR 200

11. Challenges for Cost Allocation Plans in Oregon
Oregon is Unique
SEDAF 
“All means All” for Titles I and III
WIOA requires more partners be included in the MOU

12. MOU Cost Allocation Plans (CAPs)
One-stop Center infrastructure cost allocation plan
One-Stop Center shared-services cost allocation plan

13. One-Stop Center Infrastructure CAP
All Parties to the MOU must contribute to the cost of one-stop center infrastructure
Local Negotiations
State Options, if Local Negotiations Fail

14. Technical Assistance and Future Guidance
One-stop Operator procurement
One-Stop Operations Cost Allocation
Paying for the One-Stop Delivery System national webinar on September 21
WSET to issue joint Oregon WIOA MOU/Cost Allocation Plan template and guidance

15. OREGON PRINCIPLES State agency agreement on cost sharing principles:
Apply a uniform methodology to the entire workforce system
No law breaking
Mitigate risk
Compliance with the OMB circular
Balance cost to benefit received
Appropriately build resources for clients
Impact to partner budgets as minimal as possible
Recognize change will occur so there is no zero impact scenario

16. I am TI, TIII, TIV or Self Sufficiency Employment & Training
YES
Service counts at the individualized level will be used as the methodology for all shared costs including infrastructure/facilities NO
I am a TII Partner. Shared costs will be taken at the state level prior to grants being distributed.
All other partners/programs must use a fair methodology agreed upon locally. It may be service counts, but this is not required.

17. METHODOLOGY
All Basic Career Services are shared and benefit Title I and III
Title I Adult and Title I Dislocated Worker treated as one program
Individualized Services will be shared in the cost pool
All Basic Career Services provided to SNAP 50/50 customers will be direct charged to SNAP 50/50

18. Title II- Adult Education & Family Literacy
Negotiated at the state Title II administration level
Grant reduced at the state level prior to distribution
Methodology yet to be determined
Inclusive conversations with partners and existing providers
Funds reserved at HECC
Distributed through IAA to OED
Credit applied
Reconciled

19. YEAR ONE OBJECTIVE
Ensure compliance with 2 CFR 200 on current shared costs
Apply WIOA infrastructure and other shared costs requirements to our existing comprehensive centers

20. YEAR TWO OBJECTIVE
Include infrastructure and other shared costs for other service locations
Take lessons learned from the first year and make any improvements and adjustments to our cost-sharing objectives, guidelines ad tools
Explore the option to determine how individual services may be weighted as to reflect actual level of effort

21. YEAR THREE OBJECTIVE
First year of Oregon’s fully implemented infrastructure and shared costs requirements
Assess our initial work, the outcomes and challenges, and further refine expectations

22. QUESTIONS???

23. NEXT STEPS
Webinar power point, audio and responses to questions will be posted
Unanswered questions will be answered and both sent to participants and posted
TA available through your person on Workforce System Executive Team