Trade (TAA) Financial Overview - August 2013

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Presentation to the #ETARegion1 financial directors on Trade funding.

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  • Answer: False – States should expend active grant funds first in first out. Participants, regardless of the program they are being served under, should be served by the “oldest” available funds from any active grant.
  • Answer: True – States should expend funds first in first out – not just case mgmt, but all costs should be charged back if eligible funds exist in the previous grant.
  • False
  • Trade (TAA) Financial Overview - August 2013

    1. 1. Region 1 Boston #ETARegion1 Financial Directors Meeting August 2013
    2. 2. Presenters Presenter: Tim Theberge Title: Regional Trade Coordinator Organization: Region 1 2#
    3. 3. Topics to Cover 3# • Trade Funding Types • TAA Funding update • Allocation Rules per Grant Year • TAA Allocation Rules in contributing to shared resources including: • One Stop Infrastructure • Electronic Case Management Integration • Why using funds to support integration works
    4. 4. Trade Funding Types • TAA = Training, job search, relocation, case management & related costs • TRA = Income support benefits • A/RTAA = Wage insurance payments # 4
    5. 5. TAA Program, Case Management and Admin How much can I spend for what? • Be mindful of funding source – must be an allowable activity under that funding stream to be charged to the grant • Citations: Trade Act 235(A)(1)(6); TEGL 22-08 Section G(2) and G(3); TEGL 10- 11; 20 CFR 618 5
    6. 6. Funding Status Issues / Recommended Practices • 3 Year Money – Different Law = Different Restrictions – Proper cost allocation • Expiration and Closeout – Shifting pots – Proper cost allocation # 6
    7. 7. Case Management Admin 15% above amount provided for training + Additional $350,000 for Case Management Conditions Maximum 2/3 may be used for Admin Minimum 1/3 must be used for Case Management and Related Costs Training Job Search & Relocation $220 Million Note: • Grant Expiration – 09/30/13 • ETA-9130 report for each grant – old form pre-03/31/12 • Reference: TEGL 22-08, TEGL 13-11, 20 CFR 618 7
    8. 8. Case Management Admin Job Search & Relocation Training Consolidated Allocation $575mil. CAP Conditions Up to 10% of Consolidated Allocation may be used for Administration Not less than 5% of Consolidated Allocation must be used for Case Management. Note: • Grant Expiration – 09/30/14… • ETA-9130 report for each grant – new form post-03/31/12 • References: TEGL 13-11, TEGL 22-08, 20 CFR 618 8
    9. 9. Poll Q: Coordination between participation timing and grant year TRUE or FALSE: A participant that enters the program in FY‟13 must be served through the FY‟13 grant allocation? # 9
    10. 10. Poll Q: Allocation Of Costs TRUE or FALSE: A state may charge any Case Management and related costs incurred and reported on their FY‟12 grant 9130 report to their FY‟11 grant if FY‟11 funds are available? # 10
    11. 11. Poll Q: Allocation Of Costs TRUE or FALSE: A state may charge Admin costs incurred in FY‟12 to their FY‟13 grant allocation once those funds are received. # 11
    12. 12. TAA Current Funding Status # 12 Allocation FY11 FY12, FY13 Authority TGAAA (‘09) TAAEA (‘11) Reference TEGL 13-10 TEGL 13-11 Funding Streams Separate Grants 1. Program (Training, JS&R) 2. Admin (Admin – CM) Single Consolidated Grant Funding Level $575 Million Additional 15% Provided for Admin and CM + additional $350K for CM. $575 Million Restrictions - Max 2/3 of allocation for Admin - Min. 1/3 allocation for CM - max 10% spent for Admin - min. 5% spent for CM Expiration 09/30/13 09/30/14… Active Grant Allocations
    13. 13. Benefit to Grant • Benefit to grant – under the cost principles (2 CFR 225), a cost must be allocable to the grant – i.e. the grant must benefit. So if you are looking at funding IT infrastructure, you must be able to clearly document the benefit to the TAA program # 13
    14. 14. Consistent Treatment • Consistent treatment – under the cost principles, a cost must be consistently treated. This means that if you look at the One-Stop Resource Sharing agreement and determine that TAA funds can pay more (there must be a methodology as to benefit – see above) – that this must be consistently applied. You cannot change how much is contributed each month or year based on funds availability. Budgets are not a justification for cost allocation. # 14
    15. 15. Documentation • Documentation – for all costs, in order to be found allowable, you must have policies and procedures to support how funds are used, as well as supporting documentation to demonstrate costs are allowable # 15
    16. 16. Merit Staffing Requirement • 20 CFR 618.890 – Staff funded under Trade funds must be state merit staff (except MA, MI & CO) – Does not apply to non-inherently governmental functions (OMB Circular A-76) # 16
    17. 17. Case Management & Related Costs • Page A-50, TEGL 22-08 • “In addition to staff costs for career counselors, the „employment and case management services‟ funds may be used for: assessment tests; skills transferability analysis; peer counselors; development and provision of labor market information; maintenance and enhancement of electronic case management systems to allow for improved case management services; information on available training, including provider performance and cost information; and, any other staff costs related to case management. This list is not intended to be all inclusive.” # 17
    18. 18. Trade Funds Can Pay For… • Operating costs of American Job Centers • MIS development, appropriate upgrades and maintenance • Supplies and equipment # 18
    19. 19. Discussion & Feedback 19# Questions? Comments?
    20. 20. Speaker’s Contact Information Speaker: Timothy Theberge Title: Regional Trade Coordinator Organization: Region 1 Email: theberge.timothy@dol.gov Telephone: 617-788-0139 Twitter: @timtheberge Slideshare: www.slideshare.net/ttheberge 20#

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