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Item # 33
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
July 19, 2022
TOPIC: Memorandum of Understanding with Required WIOA Partners
AGENDA TITLE:
Renew Memorandum of Understanding with required Workforce Innovation and
Opportunity Act (WIOA) Partners (Contingent upon approval of Housing Authority Item
#2.)
RECOMMENDED ACTION
1. Authorize the City Manager to execute the Memorandum of Understanding with the
Santa Ana WORK Center, Santa Ana College, Employment Development
Department, Department of Rehabilitation, SER Jobs for Progress, United American
Indian Involvement, Inc., Long Beach Job Corps, and Community Action Partnership
of Orange County, which outlines the sharing of resources and expenses associated
with the operations of a comprehensive one-stop center for a one-year term expiring
June 30, 2023, subject to non-substantive changes approved by the City Manager
and City Attorney.
2. Approve the first amendment to Memorandum of Understanding for Santa Ana
Workforce Development Board and the County of Orange Social Services Agency for
a one-year term expiring June 30, 2023 and authorize the Board Chair or Vice-Chair
to sign.
3. Authorize the City Manager to execute non-substantive amendments, such as
adjustment of shared operational expenses, during the term of the Memorandum of
Understanding.
DISCUSSION
At the May 25, 2022 special meeting of the Workforce Development Board by a vote of
13:0 (Gail Araujo, David Elliott and Robert Ruiz absent), the Board recommended the
above action for council approval.
In order to establish a high quality America’s Job Centers of California (AJCC) delivery
Memorandum of Understanding with Required WIOA Partners
July 19, 2022
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system and enhance collaboration among partner programs, Workforce Innovation and
Opportunity Act (WIOA) requires Local Workforce Boards to develop Memorandum of
Understanding (MOUs) with a list of AJCC required partners within the Local Workforce
Area. These MOUs will serve as a functional tool as well as a plan for how the Local
Board and AJCC partners will work together to create a unified service delivery system
that best meets the needs of their shared customers. WIOA does not require all partners
to be physically co-located at the AJCC, but those that do co-locate are required to share
in the operational costs. Currently, the City, Employment Development Department,
Department of Rehabilitation, SER Jobs for Progress, County of Orange Social Services
Agency, and Santa Ana Housing Authority are co-located at the Santa Ana WORK Center
and share the operation costs that is calculated based on square footage of occupancy
by each agency and is outlined in Attachment 3 of the MOU agreement.
The current partner MOUs will expire at the end of this fiscal year. Typically, the term
would be for three years but because the master AJCC office lease expires next year, the
city attorney advised a one-year term. When the new lease details are finalized, the MOU
exhibits will be updated to reflect the shared costs of the one stop system and then return
to City Council approval (Exhibit 1 and 2).
The programs and services the WDB is required to have an MOU with are as follows:
Program Organization
WIOA Title I – Adult, Dislocated Worker
and Youth City of Santa Ana WORK Center
WIOA Title II – Adult Education and
Literacy
Santa Ana College/Rancho Santiago
Community College District
WIOA Wagner-Peyser, Veterans, Trade
Adjustment Assistance Act
California Employment Development
Department
WIOA Title IV Vocational Rehabilitation California Department of Rehabilitation
Carl Perkins Career Technical Education Santa Ana College/Rancho Santiago
Community College District
Title V Older Americans Act SER – Jobs for Progress
Job Corps Long Beach Job Corps
Native American Programs – Section 166 United American Indian Involvement, Inc.
Community Services Block Grant Community Action Partnership of OC
Housing and Urban Development City of Santa Ana Housing Authority
Memorandum of Understanding with Required WIOA Partners
July 19, 2022
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Unemployment Compensation (UI)California Employment Development
Department
Temporary Assistance for Needy
Families/CalWORKS Orange County Social Services Agency
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
The City Council approved the master lease agreement for the office space at 801 W.
Civic Center Drive on October 3, 2017. The WORK Center share of the AJCC monthly
operation costs are budgeted and funds are available in the WIOA and Orange County
Grant accounts (nos. 12318xxx-various and 12418xxx-various).
Funds in the amount of $8,054 for the Housing Authority’s share of the monthly
operational cost are available in the following Housing Authority Voucher Admin accounts.
Account No.Account Description Amount
14018760-62010 Communications $539
14018760-62300 Contract Services $1,028
14018760-62500 Rent Payments $6,487
TOTAL $8,054
The table below reflects the estimated amounts to be received from the State of California
Employment Development Department, County of Orange Social Services Agency, SER
Jobs for Progress, Inc., State of California Department of Rehabilitation, and the Santa
Ana Housing Authority for the duration of the MOU. The partner organizations will be
invoiced for their share of the AJCC monthly operations and the funds will be deposited
upon receipt into the following accounts:
Account No.Account Description PY 2022-23 Total
02501001-25000 Balance Sheet: Deferred
Revenues- Advances $6,172 $6,172
02518002-57000 CDA Special Revenue: Expense
Reimbursement $1,870 $1,870
12318002-57960 WIOA Revenues: Rental of
Property $341,808 $341,808
12318002-57000 WIOA Revenues: Expenses
Reimbursement $368 $368
Memorandum of Understanding with Required WIOA Partners
July 19, 2022
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12318748-61000 WDB Admin: Salaries Regular $4,356 $4,356
12318751-various One Stop Program: Various 41,212 41,212
TOTAL $395,786 $395,786
EXHIBIT(S)
1. Memorandum of Understanding
2. Memorandum of Understanding – County of Orange Social Services Agency
Submitted By: Steven Mendoza, Assistant City Manager
Approved By: Kristine Ridge, City Manager
EXHIBIT 1
Memorandum of Understanding
For
Santa Ana Workforce Development Board
and
[Santa Ana WORK Center AJCC Partner]
EXHIBIT 1
MEMORANDUM OF UNDERSTANDING
1) LEGAL AUTHORITY
The Workforce Innovation and Opportunity Act (“WIOA”) sec. 121(c)(1) requires that each Local
Workforce Development Area develop and enter into a Memorandum of Understanding (“MOU”)
with each America’s Job Center of California (“AJCC”) Partner, consistent with WIOA Sec.
121(c)(2). This requirement is further described in the WIOA; Joint Rule for Unified and
Combined State Plans, Performance Accountability, and the AJCC System Joint Provisions: Final
Rule at 20 CFR 678.500, 34 CFR 361.500, and 34 CFR 463.500, and in Federal guidance.
Additionally, the sharing and allocation of infrastructure costs among AJCC Partners is governed
by WIOA sec. 121(h), its implementing regulations, and the Federal Cost Principles contained in
the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal
Awards (Uniform Guidance) at 2 CFR part 200.
2) PARTIES
The parties to this MOU are the City of Santa Ana, the Santa Ana Workforce Development Board
(“SAWDB”), and (“AJCC Partner” or “Partner”), a
collocated one-stop AJCC Partner located at the Santa Ana WORK Center, 801 W. Civic Center
Drive, Suite 200, Santa Ana, CA 92701.
3) PURPOSE
The purpose of the MOU is consistent with the provisions of WIOA sec. 121(c)(1), to establish a
cooperative working relationship between the SAWDB and the collocated AJCC Partner, and to
define their respective roles and responsibilities concerning the operation of the AJCC as it relates
to shared services and customers. It serves to establish the framework for providing services to
employers, employees, job seekers and others needing workforce services. It also serves to
establish a framework to support the established service delivery through the sharing of resources
and costs.
4) DURATION
This MOU shall become effective July 1, 2022 (“Effective Date”), and terminate June 30, 2023,
unless earlier terminated pursuant to the provisions of Paragraph 32 of this MOU; however, the
Parties shall be obligated to perform such duties as would normally extend beyond this term,
including, but not limited to, obligations with respect to indemnification, reporting and
confidentiality.
This MOU will remain in effect until the termination date, unless one of the conditions in
Paragraph 32 occurs.
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5) MODIFICATIONS AND REVISIONS
This MOU and its Attachments 1, 2, 3, 3-1, and 4, as well as the Office Lease for the AJCC
referenced and incorporated herein, constitute the entire agreement between the parties, and no
oral understanding not incorporated herein shall be binding on any of the parties hereto. This MOU
may be modified, altered, or revised, as necessary, by mutual consent of the parties, by the issuance
of a written amendment, signed and dated by the parties, which may require approval by the
governing body of each Party. Assignment of responsibilities under this MOU by any of the parties
shall require prior written notice and preapproval of all parties. Any assignee shall also commit
in writing to the terms of this MOU.
6) SANTA ANA WORKFORCE DEVELOPMENT STRATEGIES
Santa Ana’s vision rests on integrating current and future resources through its SAWDB Partners.
Integration suggests more than partnering or assembling multiple funding sources. It means
making certain that all elements of the workforce support system work together to create inviting
and seamless services wherever a client enters the system. Santa Ana’s vision is sensitive to the
needs of its unique demographics. The SAWDB’s overall strategies include:
a) Identifying regional industry clusters (e.g., manufacturing cluster, medical cluster, etc.) to
create new jobs in which Santa Ana’s workforce can participate;
b) Expanding small business development support as a creator of new jobs and method for
growing the local tax base;
c) Educating Santa Ana’s current and future workforce through classroom pre-training and
training activities, plus on-the-job training and workforce skill enhancement activities;
d) Offering career pathway programs for both unemployed and employed adults and youth;
e) Increasing access to jobs for disconnected and underserved populations, especially youth;
f) Organizing, integrating and supporting social and other services through the SAWDB’s
network of partnerships, volunteer organizations, and established institutional resources;
and,
g) Assuring funding from all public, private, and other sources in support of its programs.
7) ONE-STOP SYSTEM & SERVICES
A. LOCATION
The AJCC is currently located in Santa Ana as follows:
American Job Center (Comprehensive AJCC)
Santa Ana WORK CENTER
801 W. Civic Center Drive, Suite 200
Santa Ana, CA 92701
(714) 565-2600
Open to the Public: Monday – Friday 8:00 am-5:00 pm
(Closed on major holidays)
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EXHIBIT 1
The AJCC is currently located at the Santa Ana WORK Center (“SAWC”) as described in the
Location of AJCC and all Partners, attached herein as Attachment 1 and incorporated herein by
reference. Santa Ana ranks as the fourth densest city in the entire nation. SAWC, through its central
location in downtown Santa Ana, shall provide and/or coordinate WIOA services to individuals,
providing them with the necessary skills to participate in building a world-class workforce in Santa
Ana. The SAWC offers the community a variety of informational, employment and training
services based on individual needs. Those needs are met by the combined efforts of the SAWC
Partners as described by the Santa Ana AJCC Partner Services, included herein as Attachment 2
and incorporated herein by reference.
B. SERVICES PROVIDED AT THE SANTA ANA WORK CENTER
Services and referrals provided at the SAWC by AJCC Partners may include, but are not limited
to, the following:
1. Basic Career Services:
a. Eligibility determination;
b. Outreach, intake, and orientation to information and services;
c. Initial assessment of skill levels, including: literacy, numeracy, and English
proficiency; and, aptitudes, abilities, and support service needs;
d. Labor exchange services, including:
i. Job vacancy listings in labor market areas;
ii. Information on job skills needed to obtain the vacant jobs; and,
iii. Information relating to in-demand occupations, including earnings and
opportunities for advancement;
e. Provision of performance and program cost information on the Eligible Training
Provider List (“ETPL”) eligible programs by program and type of provider
f. Provision of information in acceptable formats and languages that identify actual
performance against performance accountability measures
g. Provision of information related to support services
h. Provision of information and assistance in filing Unemployment Insurance claims;
and,
i. Assistance in establishing eligibility for programs of financial aid assistance for
training and education programs not funded through WIOA.
2. Individualized Career Services:
a. Comprehensive and specialized assessment of skill levels and service needs
including: Diagnostic testing; and, other assessment tools;
b. In-depth interview and evaluation to determine barriers and goals;
c. Development of Individual Employment Plan (IEP) to identify goals, objectives,
and services;
d. Group counseling;
e. Individual counseling;
f. Career planning;
g. Short-term pre-vocational services, including: development of learning skills;
communication skills; and, other soft skills to prepare individuals for employment
or training;
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h. Workforce preparation activities, including: basic academic; and, obtaining other
skills necessary for successful transition into postsecondary education, training or
employment;
i. Financial literacy services; and,
j. Out-of-area job search assistance and relocation assistance.
3. Training Services:
a. Occupational skills training;
b. On-the-Job training;
c. Incumbent worker training;
d. Programs that combine workplace training with related instruction, which may
include cooperative education programs;
e. Training programs operated by the private sector;
f. Skill upgrading and retraining;
g. Entrepreneurial training programs;
h. Transitional jobs;
i. Job readiness training provided in combination with any of the aforementioned
training Services;
j. Adult education and literacy activities, including: activities of English language
acquisition; and, integrated education and training programs provided concurrently
or in combination with any of the aforementioned training services;
k. Customized training;
l. Internships and work experiences that are linked to careers; and,
m. English language acquisition and integrated education and training program.
4. Employer Services:
a. Recruitment and other business services on behalf of employers.
C. SYSTEM STRUCTURE
1. AJCC ONE-STOP OPERATOR PROCUREMENT
The SAWDB will procure the AJCC Operator through a competitive process in accordance with
the Uniform Guidance Cost Principles contained in the Uniform Administrative Requirements,
Cost Principles, and Audit Requirements for Federal Awards at 2 CFR part 200 (Uniform
Guidance), including the Office of Management and Budget’s (OMB) approved exceptions for the
U.S. Department of Labor at 2 CFR part 2900, WIOA and its implementing regulations, and local
procurement laws and regulations. All documentation for the competitive AJCC operator
procurement will be available for public inspection. The State requires that the AJCC operator is
re-competed at least every three years and no later than every four years.
2. ROLES AND RESPONSIBILITIES OF PARTIES
a. Provision of Applicable Career Services and Participation in Planning and Development:
The parties to this MOU will work closely together to ensure that the AJCC is a high-performing
work place with staff that ensure quality of service. The AJCC Partner has indicated they shall
provide an array of applicable career services to clients as set forth in the Santa Ana AJCC Partner
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EXHIBIT 1
Services. The AJCC Partner agrees to the responsibilities required of all Partners under WIOA
Section 121(b). In addition, the AJCC Partners will participate in joint planning, plan development,
and modification of activities to accomplish the following:
i.Continuous partnership building;
ii. Continuous planning in response to state and federal requirements; and,
iii. Responsiveness to local and economic conditions, including employer needs.
Parties agree to the co-enrollment of mutual customers in case management to better leverage the
resources available for the benefit of the participant and enhance successful outcomes and
participate in the operation of the one-stop system consistent with the terms of the MOU and
requirements of authorized laws. Both parties agree to inform each other immediately when a
customer violates an established policy that would require them to be banned from the center or
behavior that requires police intervention.
Parties agree to collaborate and reasonably assist each other in the development of necessary
service delivery protocols for the services outlined in this MOU.
Parties agree that the provisions contained herein are made subject to all applicable federal and
state laws, implementing regulations, and guidelines imposed on either or all the parties relating
to privacy rights of customers, maintenance of records, and other confidential information relating
to customers.
Parties agree that all equipment and furniture purchased by any party for purposes described herein
shall remain the property of the purchaser after the termination of this MOU.
b. Parties shall comply with:
i.Section 188 of the WIOA Nondiscrimination and Equal Opportunity Regulations (29 CFR
Part 38; Final Rule, published December 2, 2016);
ii. Title VI and VII of the Civil Rights Act of 1964 (Public Law 88-352), as amended;
iii. Section 504 of the Rehabilitation Act of 1973, as amended;
iv.
v.
The Americans with Disabilities Act of 1990, as amended;
The Jobs for Veterans Act (Public Law 107-288) pertaining to priority of service in
programs funded by the U.S. Department of Labor;
vi.Training and Employment Guidance Letter (TEGL) 37-14, Update on Complying with
Nondiscrimination Requirements: Discrimination Based on Gender Identity, Gender
Expression and Sex Stereotyping are Prohibited Forms of Sex Discrimination in the
Workforce Development System and other guidance related to implementing WIOA sec.
188;
vii. The Non-traditional Employment for Women Act of 1991;
viii. The Age Discrimination Act of 1967, as amended;
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ix.
x.
The Age Discrimination Act of 1975, as amended;
Title IX of the Education Amendments of 1972, as amended;
xi.The Family Educational Rights and Privacy Act (FERPA) (20 U.S.C. § 1232g; 34 CFR
part 99);
xii. Title IX of the Education Amendments of 1972, as amended;
xiii. Confidentiality requirements governing the protection and use of personal information held
by the VR agency (34 CFR 361.38);
xiv.
xv.
The confidentiality requirements governing the use of confidential information held by the
State UI agency (20 CFR part 603); and,
All amendments to each, and all requirements imposed by the regulations issued pursuant
to these acts.
The Parties agree to inform each other immediately when a customer violates an established policy
that would require them to be banned from the center or activity that requires policy intervention.
8) COLLOCATED AJCC PARTNER RESPONSIBILITIES
Partner commits to collocation of staff, as appropriate, and to providing other professional learning
opportunities that promote continuous quality improvement. Partner will further promote system
integration to the maximum extent feasible through:
a. Effective communication, information sharing, and collaboration with the AJCC operator;
b. Joint planning, policy development, and system design processes;
c. Commitment to the joint mission, vision, goals, strategies, and performance measures;
d. The design and use of common intake, assessment, referral, and case management
processes;
e. The use of common and/or linked data management systems and data sharing methods, as
appropriate;
f. Leveraging of resources, including other public agency and non-profit organization
services;
g. Participation in a continuous improvement process designed to boost outcomes and
increase customer satisfaction; and
h. Participation in regularly scheduled Partner meetings to exchange information in support
of the above and encourage program and staff integration.
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Partner shall provide applicable career services to clients as set forth in the Santa Ana AJCC
Partner Services.
9) REFERRALS
The primary principle of the referral system is to provide integrated and seamless delivery of
services to workers, job seekers, and employers. In order to facilitate such a system, Partners will
ensure and agree to:
a. Familiarize themselves with the basic eligibility and participation requirements, as well as
with the available services and benefits offered, for each of the Partners’ programs
represented in the AJCC network;
b. Develop materials summarizing their program requirements and making them available for
Partners and customers;
c. Develop and utilize common intake, eligibility determination, assessment, and registration
forms, as appropriate;
d. Provide substantive referrals to customers who are eligible for supplemental and
complementary services and benefits under Partner programs;
e. Regularly evaluate ways to improve the referral process, including the use of customer
satisfaction surveys;
f. Commit to robust and ongoing communication required for an effective referral process;
g. Commit to actively follow up on the results of referrals and assuring that Partner resources
are being leveraged at an optimal level;
h. Ensure that intake and referral processes are customer-centered with the intent to provide
high quality customer service;
i. Ensure that general information regarding AJCC programs, services, activities, and
resources shall be made available to all customers as appropriate;
j. Ensure that referrals will be made via email or other electronic means;
k. Ensure that referrals will include a direct link or access to other AJCC Partner staff that
can provide meaningful information or service, through the use of co-location, or real-time
technology (two-way communication and interaction with AJCC Partners that results in
services needed by the customer); and,
l. Ensure that the referral process will include specific staff name, the activity required,
desired outcome and a method for communicating back to the referring agency that the
service need was addressed.
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10) SUPERVISION/DAY TO DAY OPERATIONS
a. Day-to-Day Supervision
The day-to-day supervision of staff assigned to the AJCCs will be the responsibility of the site
supervisor(s). Partner will continue to set the priorities of its staff assigned to the AJCC. Any
change in work assignments or any concerns involving the responsibilities of the parties which
occur at the worksite will be handled by the site supervisor(s) and Partner management.
b. Santa Ana WORK Center Hours of Operation
The SAWC is open for business: Monday through Friday from 8:00 am until 5:00 pm (Closed on
major holidays).
c. Partner Staff Office Hours
The office hours for Partner staff at the AJCC will be established by the Partner. All Partner staff
will comply with their corresponding holiday schedule and will provide a copy of their holiday
schedule to the SAWDB and SAWC at the beginning of each fiscal year.
d. Building Accessibility
All Partner staff assigned to the SAWC will be issued an access card to SAWC suite 200 and a
parking lot pass that allows them to enter and exit the parking lot. It is all individual staff’s
responsibility to keep them secure. Should they damage or lose them they can be replaced by the
SAWDB at the expense of the individual agency staff.
e. Benefits
Each party shall be solely liable and responsible for providing to, or on behalf of, its employee(s),
all legally-required employee benefits. In addition, each party shall be solely responsive and hold
all other parties harmless from all matters relating to payment of each party's employee(s),
including compliance with social security withholding, workers' compensation, and all other
regulations governing such matters.
11) AJCC OPERATING BUDGET
The purpose of this section is to establish a financial plan, including terms and conditions, to fund
the services and operating costs of the local AJCC. The parties to this MOU agree that joint funding
is a necessary foundation for an integrated service delivery system. The goal of the operating
budget is to develop a funding mechanism that:
a. Establishes and maintains the Local workforce delivery system at a level that meets the
needs of the job seekers and businesses in the Local area;
b. Reduces duplication and maximizes program impact through the sharing of services,
resources, and technologies among Partners (thereby improving each program’s
effectiveness);
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c. Reduces overhead costs for any one Partner by streamlining and sharing financial,
procurement, and facility costs;
d. Ensures that costs are appropriately shared by AJCC Partners by determining contributions
based on the proportionate use of the AJCC centers and relative benefits received, and
requiring that all funds are spent solely for allowable purposes in a manner consistent with
the applicable authorizing statutes and all other applicable legal requirements, including
the Uniform Guidance; and,
e. All parties will meet and confer regarding replacement, acquisition, cleaning and
maintenance of furnishings.
The parties consider this AJCC operating budget the master budget that is necessary to maintain
the SAWDB’s high-standard AJCC. It includes the following cost categories, as required by
WIOA and its implementing regulations:
a. Infrastructure costs (also separately outlined below in the Infrastructure Funding
Agreement);
b. Career services; and
c. Shared services.
All costs must be included in the MOU, allocated according to the AJCC Partner’s proportionate
use and relative benefits received, reconciled every six (6) months against actual costs incurred,
and adjusted accordingly. The AJCC operating budget is expected to be transparent and negotiated
among Partners on an equitable basis to ensure costs are shared appropriately. All Partners must
negotiate in good faith and seek to establish outcomes that are reasonable and fair. All Partners
must adhere and reference the rules and regulations included in the executed Office Lease,
incorporated herein by reference.
12) INFRASTRUCTURE FUNDING AGREEMENT
The Infrastructure Funding Agreement (“IFA”) contains the infrastructure costs budget that is an
integral component of the overall AJCC operating budget. The IFA is a mandatory component of
the local MOU, described in WIOA sec. 121(c) and 20 CFR 678.500 and 678.755. The IFA
contains the AJCC Comprehensive Infrastructure Budget, and Other System Cost Budget, included
herein as Attachment 3 and incorporated herein by reference, that is an integral component of the
overall AJCC operating budget. The other component of the IFA is the Applicable Career Services,
attached herein as Attachment 3-1 and incorporated herein by reference, which includes the shared
operating costs and shared services. The overall AJCC operating budget includes the
Comprehensive Cost Allocation and Partner Contributions, attached herein as Attachment 4 and
incorporated herein by reference.
AJCC infrastructure costs are defined as non-personnel costs that are necessary for the general
operation of the AJCC, including, but not limited to:
a. Rental of the facilities;
b. Utilities and maintenance;
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c. Equipment, including assessment-related products and assistive technology for individuals
with disabilities; and,
d. Technology to facilitate access to the AJCC, including technology used for the center’s
planning and outreach activities.
Changes in the AJCC Partners or an appeal by an AJCC Partner’s infrastructure cost contributions
will require an amendment of the MOU.
13) COST ALLOCATION METHODOLOGY
The purpose of this infrastructure cost sharing methodology is to summarize, in writing, the
methods and procedures that the SAWDB will use to share costs with the AJCC Partner. The
AJCC Partner agrees that it will be charged on a monthly basis according to the following cost
sharing methodology, and that monthly payment will be submitted within the first ten (10) calendar
days of each month.
14) INFRASTRUCTURE COST ALLOCATION METHODOLOGY
a. Rent Costs: Rent costs shall be based only on the base rent. The base rent is derived from
the total assigned square footage, calculating the percentage of usage by AJCC Partner and
applying that percentage to the common area square footage. Assigned square footage plus the
percentage of common area square footage equals total square footage for each AJCC Partner.
Total square footage for each AJCC Partner multiplied by the base rent per square foot equals total
base rent for each AJCC Partner as indicated in the AJCC Comprehensive Infrastructure Budget,
and Other System Cost Budget and the Comprehensive Cost Allocation and Partner Contributions.
The base rent has an annual increase of no more than 3% over the five-year life of the Office Lease
document, incorporated herein by reference.
b. Utilities and Maintenance: This section includes only telephone services, which includes
voice-mail on AJCC Partners’ phones. Costs for staff phones are charged based on the AJCC
Partner’s assigned space. Common area phones will be charged according to space allocation.
c. Telephones: Telephone costs include the cost of purchasing and installing a new phone
system utilized by the AJCC Partners. Telephone costs are based on the actual cost for telephones
in assigned spaces. Common area telephones are allocated based on percentage of space allocation.
d. Technology and Internet Access Costs: Installation of Network Wireless Bridge will be a
monthly charge based on costs from the vendors. The cost per AJCC Partner is derived from the
calculation of total percentage of space used by each AJCC Partner. Recurring monthly charges
for Internet, Wi-Fi and other technology charges are allocated based on the percentage of total
space allocated. Access Card System installation and programing of the key card system, Data &
Phone cabling and Switches will be a monthly charge to all collocated Partners based on allocated
space.
15) INFRASTRUCTURE CONTRIBUTIONS
The AJCC Partner may provide cash, non-cash (in- kind), and third-party in-kind contributions to
cover its share of infrastructure costs. In-kind contributions cannot be used to fund non-
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infrastructure costs (such as personnel), and must be valued consistent with Uniform Guidance
Section 200.306 to ensure such contributions are fairly evaluated and qualify for the AJCC
Partner’s proportionate share.
If third-party in-kind contributions are made to support the AJCC as a whole (such as facility
space), that contribution will not count toward the AJCC Partner’s proportionate share of the
infrastructure. Rather, the value of the contribution will be applied to the overall infrastructure
budget prior to determining proportionate amounts and thereby reduce the contribution required
for all AJCC Partners.
a. Cash
Cash funds provided to the SAWDB, or its designee, by AJCC Partners, either directly or by an
interagency transfer, or by a third party.
b. Non-Cash
Expenditures incurred by AJCC Partners on behalf of the AJCC; and Non-cash contributions or
goods or services contributed by a Partner program and used by the AJCC.
c. Third-party In-kind
Contributions of space, equipment, technology, non-personnel services, or other like items to
support the infrastructure costs associated with AJCC operations, by a non-AJCC Partner to:
Support the AJCC in general; or, Support the proportionate share of AJCC infrastructure costs of
a specific Partner [20 CFR 678.720; 20 CFR 678.760; 34 CFR 361.720; 34 CFR 361.760; 34 CFR
463.720; and 34 CFR 463.760].
16) OTHER AJCC DELIVERY SYSTEM COSTS
In compliance with WIOA Joint Rule Section 678.760, the AJCC Partners will use a portion of
funds made available under their authorizing federal statute (or fairly evaluated in-kind
contributions) to share the additional costs relating to the operation of the One-Stop delivery
system. These costs may be shared through cash, non-cash, or third-party in-kind contributions.
As required by WSD16-09, the amount of funds that the AJCC Partner has budgeted to expend on
applicable career services and other shared services, which cumulatively with the other AJCC
Partners budgeted amounts shall form the Comprehensive Cost Allocation and Partner
Contributions.
a. Career Services Applicable to the AJCC Partner
The AJCC Partner shall provide applicable career services to clients as set forth in the Santa Ana
AJCC Partner Services. The agreed upon Applicable Career Services Budget is set forth in
Attachment 3-1 attached hereto and incorporated herein by reference. This budget consists of the
AJCC Partner’s costs for the service delivery of each applicable career service indicated in the
Santa Ana AJCC Partner Services.
b. Required Consolidated Budget for the Delivery of “Applicable Career Services”
The other system costs budget must be a consolidated budget for applicable career services. This
budget must include each of the Partner’s costs for the service delivery of each applicable career
12
EXHIBIT 1
service and a consolidated system budget for career services applicable to more than one Partner
as indicated in the Comprehensive Cost Allocation and Partner Contributions.
AJCC Partners understand that while only collocated Partners share infrastructure costs, at this
time, all AJCC Partners must share in other System costs through non-cash (in-kind)
contributions as set forth herein.
17) DATA SHARING
Parties agree that the use of high-quality, integrated data is essential to inform decisions made by
policymakers, employers, and job seekers. Additionally, it is vital to develop and maintain an
integrated case management system, as appropriate, that informs customer service throughout
customers’ interaction with the integrated system and allows information collected from customers
at intake to be captured once.
Parties further agree that the collection, use, and disclosure of customers’ personally identifiable
information (PII) is subject to various requirements set forth in Federal and State privacy laws.
Partners acknowledge that the execution of this MOU, by itself, does not function to satisfy all of
these requirements.
All data, including customer PII, collected, used, and disclosed by Partners will be subject to the
following:
a. Customer PII will be properly secured in accordance with the SAWDB’s policies and
procedures regarding the safeguarding of PII;
b. The collection, use, and disclosure of customer education records, and the PII contained
therein, as defined under FERPA, shall comply with FERPA and applicable State privacy
laws;
c. All confidential data contained in Unemployment Insurance wage records must be
protected in accordance with the requirements set forth in 20 CFR part 603;
d. All personal information contained in Vocational Rehabilitation records must be protected
in accordance with the requirements set forth in 34 CFR 361.38;
e. Customer data may be shared with other programs, for those programs’ purposes, within
the AJCC network only after the informed written consent of the individual has been
obtained, where required;
f. Customer data will be kept confidential, consistent with Federal and State privacy laws and
regulations; and,
g. All data exchange activity will be conducted in machine readable format, such as HTML
or PDF, for example, and in compliance with Section 508 of the Rehabilitation Act of 1973,
as amended (29 U.S.C. § 794 (d)).
13
EXHIBIT 1
All AJCC and Partner staff will be trained in the protection, use, and disclosure requirements
governing PII and any other confidential data for all applicable programs, including FERPA-
protected education records, confidential information in UI records, and personal information in
VR records.
18) CONFIDENTIALITY
All parties expressly agree to abide by all applicable Federal, State, and local laws and regulations
regarding confidential information, including PII from educational records, such as but not limited
to 20 CFR Part 603, 45 CFR Section 205.50, 20 USC 1232g and 34 CFR part 99, and 34 CFR
361.38, as well as any applicable State and local laws and regulations.
Each party will ensure that the collection and use of any information, systems, or records that
contain PII and other personal or confidential information will be limited to purposes that support
the programs and activities described in this MOU and will comply with applicable law.
Each party will ensure that access to software systems and files under its control that contain PII
or other personal or confidential information will be limited to authorized staff members who are
assigned responsibilities in support of the services and activities described herein and will comply
with applicable law. Each party expressly agrees to take measures to ensure that no PII or other
personal or confidential information is accessible by unauthorized individuals.
To the extent that confidential, private, or otherwise protected information needs to be shared
amongst the parties for the parties’ performance of their obligations under this MOU, and to the
extent that such sharing is permitted by applicable law, the appropriate data sharing agreements
will be created and required confidentiality and ethical certifications will be signed by authorized
individuals. With respect to confidential unemployment insurance information, any such data
sharing must comply with all of the requirements in 20 CFR Part 603, including but not limited to
requirements for an agreement consistent with 20 CFR 603.10, payments of costs, and permissible
disclosures.
With respect to the use and disclosure of FERPA-protected customer education records and the
PII contained therein, any such data sharing agreement must comply with all of the requirements
set forth in 20 U.S.C. § 1232g and 34 CFR Part 99.
With respect to the use and disclosure of personal information contained in VR records, any such
data sharing agreement must comply with all of the requirements set forth in 34 CFR 361.38.
19) PRESS RELEASES AND COMMUNICATIONS
All parties shall be consulted and notified prior to communicating with the press, television, radio
or any other form of media regarding its duties or performance under this MOU. Participation of
each party in press/media presentations will be determined by each party's public relations policies.
The parties agree to utilize the AJCC logo developed by the State of California and the SAWDB
on buildings identified for AJCC usage.
14
EXHIBIT 1
20) ACCESSIBILITY
Accessibility to the services provided by the AJCCs and all Partner agencies is essential to meeting
the requirements and goals of the local AJCC network. Job seekers and businesses must be able to
access all information relevant to them via visits to physical locations as well as in virtual spaces,
regardless of gender, age, race, religion, national origin, disability, veteran’s status, or on the basis
of any other classification protected under state or federal law.
21) NON-DISCRIMINATION AND EQUAL OPPORTUNITY
All parties to this MOU certify that they prohibit, and will continue to prohibit, discrimination,
and they certify that no person, otherwise qualified, is denied employment, services, or other
benefits on the basis of: (i) political or religious opinion or affiliation, marital status, sexual
orientation, gender, gender identification and/or expression, race, color, creed, or national origin;
(ii) sex or age, except when age or sex constitutes a bona fide occupational qualification; or (iii)
the physical or mental disability of a qualified individual with a disability.
22) GRIEVANCES AND COMPLAINTS PROCEDURE
The AJCC Partner agrees to establish and maintain a procedure for grievance and complaints as
outlined in WIOA. The process for handling grievances and complaints is applicable to customers
and Partners. These procedures will allow the customer or entity filing the complaint to exhaust
every administrative level in receiving a fair and complete hearing and resolution of their
grievance. The Partner further agrees to communicate openly and directly to resolve any problems
or disputes related to the provision of services in a cooperative manner and at the lowest level of
intervention possible. All Partners agree to inform each other immediately when a customer
violates an established policy that would require them to be banned from the center or involves
police authorities.
23) AMERICAN’S WITH DISABILITIES ACT AND AMENDMENTS COMPLIANCE
The AJCC Partner agrees to ensure that the policies and procedures as well as the programs and
services provided at the AJCC are in compliance with the Americans with Disabilities Act
(“ADA”) and its amendments. Additionally, the SAWDB and the AJCC Partners will ensure that
policies and procedures established by the SAWDB and the AJCC Partners are in compliance with
the ADA.
24) HOLD HARMLESS/INDEMNIFICATION/LIABILITY
In accordance with provisions of Section 895.4 of the California Government Code, each signatory
hereby agrees to indemnify, defend and hold harmless all other signatories identified in this MOU
from and against any and all claims, demands, damages and costs arising out of or resulting from
any negligent acts or omissions which arise from the performance of the obligations by such
indemnifying party pursuant to this MOU. In addition, except for Departments of the State of
California which cannot provide for indemnification of court costs and attorney’s fees under the
indemnification policy of the State of California, all signatories to this MOU agree to indemnify,
defend and hold harmless each other from and against all court costs and attorney’s fees arising
out of or resulting from any negligent acts or omissions which arise from the performance of the
15
EXHIBIT 1
obligations by such indemnifying party pursuant to this MOU. It is understood and agreed that all
indemnity provided herein shall survive the termination of this MOU.
25) SEVERABILITY
If any part of this MOU is found to be null and void or is otherwise stricken, the rest of this MOU
shall remain in force.
26) DRUG AND ALCOHOL-FREE WORKPLACE
All parties to this MOU certify they will comply with the Drug-Free Workplace Act of 1988, 41
U.S.C. 702 et seq., and 2 CFR part 182 which require that all organizations receiving grants from
any Federal agency maintain a drug-free workplace. The recipient must notify the awarding office
if an employee of the recipient is convicted of violating a criminal drug statute. Failure to comply
with these requirements may be cause for suspension or debarment under 2 CFR part 180, as
adopted by the U.S. Department of Education at 2 CFR 3485, and the U.S. Department of Labor
regulations at 29 CFR part 94.
27) CERTIFICATION REGARDING LOBBYING
All parties shall comply with the Byrd Anti-Lobbying Amendment (31 U.S.C. Section1352), 29
C.F.R. Part 93, and 34 CFR part 82, as well as the requirements in the Uniform Guidance at 2 CFR
200.450. The parties shall not lobby federal entities using federal funds and will disclose lobbying
activities as required by law and regulations.
28) DEBARMENT AND SUSPENSION
All parties shall comply with the debarment and suspension requirements (E.0.12549 and12689)
and 2 CFR part 180 and as adopted by the U.S. Department of Labor at 29 CFR part 2998 and by
the U.S. Department of Education at 2 CFR 3485.
29) PRIORITY OF SERVICE
All parties certify that they will adhere to all statutes, regulations, policies, and plans regarding
priority of service, including, but not limited to, priority of service for veterans and their eligible
spouses, and priority of service for the WIOA title I Adult program, as required by 38 U.S.C. sec.
4215 and its implementing regulations and guidance, and WIOA sec. 134(c)(3)(E) and its
implementing regulations and guidance. Partners will target recruitment of special populations that
receive a focus for services under WIOA, such as individuals with disabilities, low-income
individuals, basic skills deficient youth, and English language learners.
30) BUY AMERICAN PROVISION
Each party that receives funds made available under title I or II of WIOA or under the Wagner-
Peyser Act (29 U.S.C. Section 49, et. seq.) certifies that it will comply with Sections 8301 through
8303 of title 41 of the United States Code (commonly known as the “Buy American Act.”) and as
referenced in WIOA Section 502 and 20 CFR 683.200(f).
16
EXHIBIT 1
31) SALARY COMPENSATION AND BONUS LIMITATIONS
Each party certifies that, when operating grants funded by the U.S. Department of Labor, it
complies with TEGL 05-06, Implementing the Salary and Bonus Limitations in Public Law 109-
234, TEGL 17-15, Workforce Innovation and Opportunity Act (WIOA) Adult, Dislocated Worker
and Youth Activities Program Allotments for Program Year (PY) 2017; Final PY 2017 Allotments
for the Wagner-Peyser Act Employment Service (ES) Program Allotments; and Workforce
Information Grants to States Allotments for PY 2017, Public Laws 114-113 (Division H, title I,
Section 105) and 114-223, and WIOA section 194(15)(A), restricting the use of federal grant funds
for compensation and bonuses of an individual, whether charged to either direct or indirect, at a
rate in excess of the Federal Office of Personnel Management Executive Level II.
32) TERMINATION
This MOU will remain in effect until the end date specified in section 4 above, unless:
a. Federal oversight agencies charged with the administration of WIOA are unable to
appropriate funds or if funds are not otherwise made available for continued performance
for any fiscal period of this MOU succeeding the first fiscal period. Any party unable to
perform pursuant to MOU due to lack of funding shall notify the other parties as soon as
the party has knowledge that funds may be unavailable for the continuation of activities
under this MOU;
b. WIOA is repealed or superseded by subsequent federal law;
c. Local area designation is changed under WIOA; and,
d. A party breaches any provision of this MOU and such breach is not cured within thirty (30)
days after receiving written notice from the SAWDB Chair (or designee) specifying such
breach in reasonable detail. In such event, the non-breaching party(s) shall have the right
to terminate this MOU by giving written notice thereof to the party in breach, upon which
termination will go into effect immediately.
In the event of termination, the parties to the MOU must convene within thirty (30) calendar days
after the breach of the MOU to discuss the formation of the successor MOU. At that time, allocated
costs must be addressed.
This MOU is of no force or effect until signed by authorized representatives of the participating
parties, and approved by the Chief Local Elected Official or his/her designee. The MOU, once
signed, becomes part of the local WIOA Plan. Any party may withdraw from this MOU by giving
written notice of intent to withdraw at least thirty (30) calendar days in advance of the effective
withdrawal date. If agreed to by all parties, the timeframes for notice may be reduced or extended.
Notice of withdrawal shall be given to the SAWDB at the address listed in the signed attachments
of this MOU, and to the contact person so listed, considering any information updates received by
the parties, a courtesy notification shall be made to all parties of this MOU in a timely manner.
33) NOTICES
All notices, requests, claims, correspondence, reports, statements authorized or required by this
Agreement, and/or other communications shall be addressed as follows:
17
EXHIBIT 1
City of Santa Ana:
Partner:
City of Santa Ana
Administration Services
801 W. Civic Center Dr., Suite 200
Santa Ana, CA 92701
Santa Ana WORK Center
801 W. Civic Center Dr., Suite 200
Santa Ana, CA 92701
34) INSURANCE
The AJCC Partners agree that their current in force insurance or self-insurance coverage programs
shall apply to their operations performed under the Workforce Innovation Opportunity Act and at
the SAWC, including commercial general liability, property damage liability, business personal
property, workers’ compensation and employee dishonesty/crime coverages. The City of Santa
Ana shall be named as additional insured for such insurance and the coverage shall be primary and
non-contributory with regard to the City.
35) AUTHORITY AND SIGNATURES
The individuals signing this MOU and its attachments, which are incorporated herein by reference,
have the authority to commit the party they represent to the terms of this MOU, and do so commit
by signing.
ATTACHMENTS
Attachment 1: AJCC Partners Location and Map
Attachment 2: Santa Ana AJCC Partner Services
Attachment 3: AJCC Comprehensive Infrastructure Budget, and Other System Cost Budget
Attachment 3-1: Applicable Career Services
Attachment 4: Comprehensive Cost Allocation and Partner Contributions
18
EXHIBIT 1
THIS MEMORANDUM OF UNDERSTANDING is hereby signed and agreed to on the date first
written above.
FOR THE CITY OF SANTA ANA
Attest:City of Santa Ana:
Daisy Gomez, Clerk of the Council Kristine Ridge, City Manager
Recommended for Approval:Approved as to Form:
Sonia R. Carvalho, City Attorney
___________________________________
Steven A. Mendoza, Executive Director
Community Development Agency
R Assistant City Attorney
FOR SANTA ANA WORKFORCE DEVELOPMENT BOARD
____________________________
Workforce Development Board Chair
FOR AMERICA’S JOB CENTER OF CALIFORNIA PARTNER
________________
AJCC Partner Date
20 Civic Center Plaza M-25, Santa Ana, CA 92701
Address
19
EXHIBIT 1Attachment 1
AJCC Partners Location and Map
Partner Program Partner
Organization
City of Santa Ana
Authorization/Category Physically
Co-Located
Title I Adult, Dislocated
Workers and Youth
programs
WIOA Title I Adult, Dislocated Workers, Youth
Programs Yes
Rancho Santiago
Community College
District
WIOA title II Adult Education and Family
Literacy Act (AEFLA) program
Career and technical education (CTE)
programs at the postsecondary level,
authorized under the Carl D. Perkins Career
and Technical Education Act of 2006 (20 U.S.C.
2301 et seq.)
Adult Education/
Literacy and Carl Perkins
Career Technical
Education
No
Employment
Development
Department (EDD)
WIOA title III Wagner-Peyser Employment
Services, authorized under the Wagner-Peyser
Act (29 U.S.C. 49 et seq.), also providing the
state’s public labor exchange.
Wagner-Peyser
Yes
Employment
Development
Department (EDD)
Employment
Development
Department (EDD)
Employment
Development
Jobs for Veterans State Grants (JVSG),
authorized under chapter 41 of title 38, U.S.C.Veterans
Trade Act
Yes
Yes
No
Trade Adjustment Assistance (TAA),
authorized under chapter 2 of title II of the
Trade Act of 1974 (19 U.S.C. 2271et seq.)
Unemployment
Insurance (UI)Unemployment Insurance (UI) programs under
state unemployment compensation laws.Department (EDD)
State Department of WIOA title IV State Vocational Rehabilitation
Vocational
Rehabilitation Services
program authorized under title I of the
Rehabilitation Act of 1973 (29 U.S.C. 720 et
seq.)
Rehabilitation Yes
Yes
Temporary Assistance
for Needy Families
(TANF)
Social Service
Agency-Family Self-
Sufficiency
Temporary Assistance for Needy Families
(TANF), authorized under part A of title IV of
the Social Security Act (42 U.S.C. 601 et seq.)
Senior Aid Program
Regions II & III
SER-Jobs for
Senior Community Service Employment
Program (SCSEP), authorized under title V of
the Older Americans Act of 1965 (42 U.S.C.
3056 et seq.)
Senior Aid Program Yes
Progress, Inc.
Job Corps
Native American
Programs
Long Beach Job Corps WIOA Title I C, Jobs Corps
United American Indian Indian and Native American Programs (Section
No
NoInvolvement, Inc.166)
Housing & Urban
Development
Adult Demonstration
Santa Ana Housing
Authority
Orange County
Housing & Urban Development (HUD)Yes
No
Reentry Employment Opportunities (EO)
Sheriff’s Department programs authorized under sec. 212 of the
Second Chance Act of 2007 (42 U.S.C. 17532)
and WIOA sec. 169
EXHIBIT 1Attachment 1
AJCC Partners Location and Map
EXHIBIT 1
SANTA ANA AJCC Partner Services Attachment 2
SANTA ANA AJCC Partner Services
Service
Partner Name Entity/Program Delivery
MethodCareerTrainingEmployer
1, 2, 3, 4, 6, 7, 8, 10, 11, 12, 13, 14, 15,
16, 17Title I Adult, DW, Youth City of Santa Ana 1, 2, 5, 7, 9
1, 8
1,2,3,4,5,6,7,8 FT, T, B, P, O
B, P, ORancho SantiagoAdult Education/ Literacy
Wagner-Peyser
2, 3, 12, 14-15, 17Community College District
Employment Development
Department (EDD)1,2,3,4,5,6,8,9,10,17,1,2,3,4,6,7,8
1,2,3,4,6,7,
1,2,3,4,6,7,8
8
FT,PT,T,A,B,P,
FT,T,A,B,P
PT,T,A,B
Veterans (Jobs for Veterans Employment Development 1,2,3,4,5,6,8,9,10,11,
State Grant) Department (EDD) 12,13,14,15,16,17
Trade Act (Trade Adjustment Employment Development 1,2,3,4,5,6,8,9,10,11,12,13,14,15,16,17 1,4,5,8,9Assistance)Department (EDD)
Employment Development
Department (EDD)Unemployment Compensation 1,9 PT,T,A,B
DOR Eligible: 1, 1, 2, 4 DORState Department of
Rehabilitation
1, 2, 3, 4, 5, 6, 7, 8 , 11, 12, 13, 14, 15,
16, 17Vocational Rehabilitation 2, 3, 4, 5, 6, 7,
8, 9,
Eligible: 3, 5,
8
PT, FT
Social Service Agency-
Family Self-Sufficiency
Rancho Santiago
TANF 1,2,3,4,7,8,10,11,12,13,
2, 3, 12, 14-15, 17
1,3, 4,7,8
1, 8
FT,T,A,B,P
B, P, OCarl Perkins Career Technical
Education Community College District
Senior Aid Program
Regions II & III SER-Jobs for 1,2,3,4,5,8,11,12,13,16
Progress, Inc.
1,2,3,7
1, 3, 7
1,2,3,4,6, 7 PT, T, B
Title V Older Americans Act
Job Corps Long Beach Job Corps 2 T, B, P, O
O, P, B,TNative American Programs
(Section 166)
United American Indian
Involvement, Inc.1, 2, 3, 4
Housing & Urban
Development Housing Authority 2, 3, 4, 8, 10, 15 B, P, O
1
EXHIBIT 1
SANTA ANA AJCC Partner Services Attachment 2
CAREER SERVICES: Basic Career Services (BCS) include self-help service services requiring minimal staff assistance and Individualized Career Services
(ICS) requiring more staff involvement generally provided to individuals unable to find employment through basic career services,
and deemed to be in need of more concentrated services to obtain employment; or who are employed but deemed to be in need of
more concentrated services to obtain or retain employment that allows for self-sufficiency.
Basic Career Services
1. Eligibility Determination: This is the process of obtaining and documenting information about an individual's
circumstances and comparing that information with the criteria set by an agency or program to decide if the individual qualifies for
participation.
2. Outreach, Intake and Orientation: Outreach activities involve the collection, publication, and dissemination of
information on program services available and directed toward jobless, economically disadvantaged, and other
individuals. Intake is the process of collecting basic information, e.g., name, address, phone number, SSN, and all other
required information to determine eligibility or ineligibility for an individual's program. Orientation, whether offered in
a group setting, one-on-one, or electronically, is the process of providing broad information to customers in order to
acquaint them with the services, programs, staff, and other resources at the Santa Ana Work Center, or its partner agencies.
3. Initial Assessment: For individuals new to the workforce system, initial assessment involves the gathering of basic
information about skill levels, aptitudes, abilities, barriers, and supportive service needs in order to recommend next
steps and determine potential referrals to partners or community resources.
4. Job Search, Placement Assistance, and Career Counseling: Job Search helps an individual seek, locate, apply for,
and obtain a job. It may include but is not limited to: job finding skills, orientation to the labor market, resume
preparation assistance, referrals to job openings, placement services, job search workshops, vocational exploration, and re-employment
services such as orientation, skills determination, and pre-layoff assistance. Placement Assistance is a service that helps people to
identify and secure paid employment. Career Counseling is a facilitated exploration of occupational and industrial information.
5. Employment Statistics-Labor Market Information: Collect and report data about employment levels, unemployment rates, wages
and earnings, employment projections, jobs, training resources and careers; (LMI)
6. Eligible Provider performance and program Cost Information: Collect and provide information on:
A.
B.
Eligible training service providers (described in WIOA Section 122)
Eligible youth activity providers (described in WIOA Section 123)
2
EXHIBIT 1
SANTA ANA AJCC Partner Services Attachment 2
C.
D.
Eligible adult education providers (described in WIOA Title II).
Eligible postsecondary vocational educational activities and vocational educational activities available to school dropouts
under the Carl Perkins Act (20 USC 2301).
E.Eligible vocational rehabilitation program activities (described in Title I of the Rehabilitation Act of 1973).
7. Local Performance Information: Collect and provide information on the local area's recent performance measure
outcomes.
8. Supportive Services' Information: Collect and provide information on services such as transportation, child care, dependent care,
housing, and needs-related payments that are necessary to enable an individual to participate in employment and training activities.
9. Unemployment Compensation: Collect and provide information on filing claims for state benefit payments that
protect individuals from economic insecurity while they look for work. Claims may be filed on-line or via telephone
available in the Santa Ana Work Center.
10. Eligibility Assistance: Provide guidance to individuals on eligibility for other programs and on financial aid assistance for training
and education programs that are available in the local area.
1l. Follow-Up Services: Services provided to participants who are placed in unsubsidized employment, for not less than 12 months after
the first day of the employment. These services assist those individuals to maintain employment or qualify for promotions with that
employment.
Individualized Career Services
12. Comprehensive and Specialized Assessments: A closer look at the skills levels and service needs that may include:
A.
B.
Diagnostic Testing and use of other assessment tools; and
In-depth interviewing and evaluation to identify employment barriers and appropriate employment goals.
13. Individual Employment Plan Development: Working with individuals to identify their employment goals, the appropriate
achievement objectives, and the appropriate combination of services that will help the individual achieve those goals.
14. Group Counseling
3
EXHIBIT 1
SANTA ANA AJCC Partner Services Attachment 2
15. Individual Counseling and Career Planning
16. Case Management: For participants who receive training services under WIOA Section 134(d)(4).
17. Short-Term Prevocational Services: Can include development of learning skills, communication skills, interviewing
skills, punctuality, personal maintenance skills, and professional conduct, to prepare individuals for unsubsidized
employment or training.
Training Services:Services offered through a training provider to help individuals upgrade their skills, earn degrees and certifications, or
otherwise enhance their employability through learning and education. Types of training services include:
1. Occupational Skills Training: An organized program of study that provides specific vocational skills that lead to proficiency in
performing actual tasks and technical functions required by certain occupational fields at entry,
intermediate or advanced levels.
2. On-the-Job Training (OJT): Training by an employer that is provided to a paid participant while engaged in
productive work that is limited in duration, provides knowledge or skills essential to the full and adequate performance
of the job, and reimburses the employer for the costs associated with training the OJT trainee often calculated based on a percentage of
the trainee's wages.
3. Workplace and cooperative education: Programs that combine workplace training with related instruction which may include
cooperative education programs
4. Training programs operated by the private sector
5. Skills upgrading and retraining: Courses that prepare persons for entrance into a new occupation through instruction
in new and different skills demanded by technological changes. These courses train incumbent workers in specific skills
needed by that business or industry and that lead to potential career growth and increased wages. This includes courses
that develop professional competencies that are particularly relevant to a vocational/occupational goal. It must be
demonstrated that the training will result in the workers' acquisition of transferable skills or an industry-recognized
certification or credential.
6. Entrepreneurial training
7. Job-readiness training
4
EXHIBIT 1
SANTA ANA AJCC Partner Services Attachment 2
8. Adult Education and Literacy programs: Services or instruction below the postsecondary level for
individuals who are not enrolled or required to be enrolled in secondary school under state law and lack basic
educational skills to enable the individuals to function effectively in society and on a job, Services include, but are not
limited to, one-on-one instruction, coursework, or workshops that provide direction for the development and ability to
read, write, and speak in English, compute, and solve problems, at levels of proficiency necessary to function in society
or on the job,
9. Customized training: Training that is designed to meet the special requirements of an employer or group of employers
and that is conducted with a commitment by the employer to employ an individual upon successful completion of the
training and for which the employer pays for a portion of the cost of training.
Employer Services:Santa Ana Work Center services offered to employers include:
1. Employer needs assessment: Evaluation of employer needs, particularly future hiring and talent needs.
2. Job posting: Receiving and filling of job openings; searching resumes; providing access to a diverse labor pool.
3. Applicant pre-screening: Assessing candidates according to the employer's requirements and hiring needs;
referring candidates based on their knowledge, skills, and abilities relative to the employer requirements.
4. Recruitment assistance: Raising awareness of employers and job openings and attracting individuals to apply for
employment at a hiring organization. Specific activities may include posting of employer announcements, provision
of job applications, and hosting job fairs and mass recruitment.
5. Training assistance: Providing training resources to enable employers to upgrade employee skills, introduce
workers to new technology, or to help employees transition into new positions.
6. Labor Market Information: Access to information on labor market trends, statistics, and other data related to the
economy, wages, industries, etc.
7. Employer information and referral: Provision of information on topics of interest to employers such as services
available in the community, local training providers, federal laws and requirements, tax information, apprenticeship
8. programs, human resource practices, alien labor certification, incentive programs such as WOTC or the federal
bonding program, etc.
9. Rapid Response and Layoff Aversion: Provision of services to prevent downsizing or closure, or to assist during
layoff events, Strategies may include incumbent worker training to avert lay-offs, financing options, employee
ownership options, placement assistance, worker assessments, establishment of transition centers, labor-
management committees, peer counseling, etc.
5
EXHIBIT 1
SANTA ANA AJCC Partner Services Attachment 2
Service Delivery Codes: How will your agency provide the services indicated?
Code
FT
PT
T
A
B
Method Description
On-Site Staff Full Time
On-Site Staff Part Time
Access Via Telephone
Access Via Automated System
Brochure/Handout
P
O
Posting at One-Stop Center
Other
NA Not Applicable
6
EXHIBIT 1
Attachment 3
Santa Ana Workforce Development Board
AJCC Comprehensive Infrastructure Budget, and Other System Cost Budget
Total Costs Santa Ana WORK Center (City of Santa Ana)
7,924.31
39.55%
Total
Monthly
Rent and
Equipment
Cost
Total Monthly
Property
Rent
Equipment
Costs
Monthly
Property
Rent
Cost Category/ Line Item Cost Details Monthly Cost
Rent
Incl. Janitorial, Maint and
UtilitiesBase Rent $47,841.10 $18,925.95 $18,925.95
Operational Cost
Management Fee
2% of Rent
1.76% of Rent
Total Rent $47,841.10 $18,925.95 $18,925.95
Utilities/Maint
Monthly costs of Dial
Tone and Voice Mail
Assigned
Telephone Services Per
Person $1,955.00
$212.50
$722.50
$84.04
$722.50
$84.04Shared Phones by usage persentage
SSA Not paying $13.11 $13.11
Security Guard (Annual)Includes $840 Parking $60,188.11 $1,983.70 $1,983.70
SER Share $0.00
Total
Utilities/Maintenance $2,812.80 $0.00 $2,812.80
*Equipment
Phones by assigned
phones
Shared Basic Phones
SSA Not paying
New Phone System $9,536.29
$687.86
$63.14
$4.36
$0.71
$63.14
$4.36
$0.71
Licenses assigned phones
Licenses
$4,680.48
$557.20
$31.57
$3.67
$31.57
$3.67
SSA Not paying
Switches
Annual Support Cost
$0.60
$33.19
$32.37
$0.60
$33.19
$32.37
$5,035.07
$982.07New Phone System
Total Equipment $21,478.97 $169.62 $169.62
**Technology and
Access Costs
Network Wireless Bridge Network $14,080.23
$17,194.28
$58,097.10
$7,425.00
$92.81
$113.34
$382.96
$48.94
$92.81
$113.34
$382.96
$48.94
Access System/Card Key Card System
Data & Phone Cabling
Information Technology Cost Wireless Network Bridge
Per Month
Cabling
Maintenance
Resource Room used by
***Copier (Annual)clients only $6,523.20
$4,194.60
$43.00
$27.65
$43.00
$27.65
Copy room Copier for
staff only
Total Technology and
Access $107,514.41 $0.00 $708.70 $708.70
In-Kind
Infrastructure Total $130,948.38 $47,841.10 $3,691.12 $18,925.95 $22,617.07
* Equipment is a 5 year amortization expensed monthly. Equipment is charged at actual cost for assigned phones to partners.
5 basic phones are shared phones and charged by percentage
** Technology and Access Costs are all based on percentage and amortized over 5 years
***Copiers are leased equipment and are charged by percentage. Additional charge for usage will be calculated and charged
EXHIBIT 1
Attachment 3-1
APPLICABLE CAREER SERVICES
Sharing Other One-Stop Delivery System Costs
The budget must include “applicable career services” as well as any other shared costs
agreed upon by the AJCC partners. While only co-located partners share infrastructure costs,
all One-Stop partners must share in other system costs, including applicable career services.
Required Consolidated System Budget for “Applicable Career Services”
Summary of Career Services Applicable to Each AJCC Partner
The MOU requires identification of the career services that are applicable to each partner
program (Attachment 2). Accordingly, this budget includes each of the partner’s costs for the
service delivery of each applicable career service.
Unlike infrastructure cost sharing, other system costs, including “Applicable Career Services”
are not limited to the non-personnel costs and should include all costs related to the
administration and delivery of those services.
AJCC Applicable Career Services SAWC
Career Services:
Eligibility Determination (1)
$541,376.00
Outreach, Intake and Orientation (2)
Initial Assessment (3)
Job Search, Placement Assistance, and Career Counseling (4)
Employment Statistics-Labor Market Information (5)
Eligible Provider performance and program Cost Information (6)
Local Performance Information (7)
Supportive Services' Information (8)
Unemployment Compensation (9)
Eligibility Assistance (10)
Follow-Up Services (11)
Comprehensive and Specialized Assessments (12)
Individual Employment Plan Development (13)
Group Counseling (14)
Individual Counseling and Career Planning (15)
Case Management (16)
Short-Term Prevocational Services (17)
Training $484,982.00
Occupational Skills Training (1)
On-the-Job Training (OJT) (2)
Workplace and cooperative education (3)
Training programs operated by the private sector (4)
Skills upgrading and retraining (5)
Entrepreneurial training (6)
Job-readiness training (7)
Adult Education and Literacy programs (8)
Customized training (9)
EXHIBIT 1
Attachment 3-1
APPLICABLE CAREER SERVICES
Employer Services
Employer needs assessment (1)
Job posting (2)
$209,549.20
Applicant pre-screening (3)
Recruitment assistance (4)
Training assistance (5)
Labor Market Information (6)
Employer information and referral (7)
Rapid Response and Layoff Aversion (8)
Total Career Service Cost $1,235,907.20
EXHIBIT 1Attachment 4
Comprehensive Cost Allocation and Partner Contributions
AJCC (Comprehensive)
Square Footage Partner% of Total
Square
Footage
Operational Cost
and Management
Fees
Paid for Based on
Office Sharing /
Payment Ratio
Monthly Property
Rent*
Monthly Charges Monthly Rent +Amount : In-Contributions
Yearly Career
Services**
Partner Program for Equipment Equipment usage Kind
EDD 9458.00
7924.31
219.03
1191.60
219.03
219.03
50.88%
39.55%
1.13%
6.17%
1.13%
1.13%
$
$
$
$
$
$
24,341.55
18,925.95
540.60
$915.24 $
$
$
$
$
$
3,960.59
3,691.12
121.11
419.73
130.56
130.56
$
$
$
$
$
$
29,217.38
22,617.07
661.71
$
$
$
$
$
$
$
$
$
$
1,493,317.04
1,235,907.20
2,945,349.48
800,000.00
82,290.00
2,945,349.48
225,000.00
1,511,191.70
-
Santa Ana WORK Center (City of Santa Ana)
Department of Rehabilitation
$-
$-
Social Services Agency-Family Self-Sufficiency
Santa Ana Housing Authority
2,951.80
540.60
3,371.53
671.16
SER Jobs for Progress 540.60 671.16
Community Action Partnerhip of OC
Rancho Santiago Community College District
Job Corps
United American Indian Involvement, Inc.-
Total Rentable Space 19231.00 100.00%$47,841.10 $915.24 $8,323.11 $57,079.45 $-$6,556,863.72
$-Revised 5/18/22 11:21:39 AM
* Rent is $2.476 per Square foot with 3% increase annually
** Yearly Career Services is reported by respective partners listed and may include but is not limited to partners payroll, client training expenses, client services expense, etc.
FIRST AMENDMENT TO MEMORANDUM OF UNDERSTANDING
FOR SANTA ANA WORKFORCE DEVELOPMENT BOARD AND
THE COUNTY OF ORANGE SOCIAL SERVICES AGENCY
THIS FIRST AMENDMENT TO MEMORANDUM OF UNDERSTANDING is entered
into this day of , 2022, by and between the City of Santa Ana, a charter city
and municipal corporation organized and existing under the Constitution and laws of the State of
California (“City”), the Santa Ana Workforce Development Board (“SAWDB”), and County of
Orange Social Services Agency, an America’s Job Center of California (“AJCC”) partner
(“Partner”).
RECITALS:
A.On May 16, 2019, the City, the SAWDB, and Partner entered into a Memorandum
of Understanding pursuant to Workforce Innovation and Opportunity Act (“WIOA”)
section 121(c)(1), which requires that each Local Workforce Development Area
develop and enter into a Memorandum of Understanding with each AJCC partner in
order to define the respective roles and responsibilities of each partner concerning
the operation of the AJCC (“said MOU”).
B.In accordance with the terms and conditions of said MOU, the parties desire to
amend said MOU to extend the term of said MOU through the end of the current
AJCC ground lease with the property owner.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions of said MOU, except as herein modified, the parties agree as follows:
1.Section 4, shall be amended to read as follows:
“DURATION
This MOU became effective as of May 16, 2019, and shall terminate on June 30,
2023.
This MOU will remain in effect until the termination date, unless one of the
conditions in section 32 occurs.”
2.Except as hereinabove modified, the terms and conditions of said MOU remain unchanged
and in full force and effect.
EXHIBIT 2
IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to said MOU the
date and year first above written.
CITY OF SANTA ANA
Attest: City of Santa Ana:
Daisy Gomez, Clerk of the Council Kristine Ridge, City Manager
Dated: Dated:
Recommended for Approval: Approved as to Form:
Sonia R. Carvalho, City Attorney
___________________________________
Steven A. Mendoza, Executive Director Ryan O. Hodge, Assistant City Attorney
Community Development Agency
Dated: Dated:
SANTA ANA WORKFORCE DEVELOPMENT BOARD
____________________________________
Workforce Development Board, Chair
Dated;
April 6, 2022
EXHIBIT 2
WHEREFORE, the parties hereto have executed this First Amendment in the County of Orange,
California.
COUNTY OF ORANGE
A Political Subdivision of the State of California
By: _______________________________
CHAIRMAN
OF THE BOARD OF SUPERVISORS
COUNTY OF ORANGE, CALIFORNIA
Dated: _______________________________
SIGNED AND CERTIFIED THAT A COPY OF THIS AGREEMENT HAS BEEN DELIVERED TO
THE CHAIR OF THE BOARD PER G.C. SEC. 25103, RESO 79-1535 ATTEST:
_______________________________
ROBIN STIELER
Clerk of the Board
County of Orange, California
APPROVED AS TO FORM COUNTY COUNSEL
COUNTY OF ORANGE, CALIFORNIA
By: _______________________________
DEPUTY
Dated: _______________________________
EXHIBIT 2