REQUEST FOR PROPOSALS
WORKFORCE INVESTMENT ACT (WIA)
ADULT, DISLOCATED WORKER AND
YOUTH PROGRAMS
PROGRAM YEAR 2011
(JULY 1, 2011 TO JUNE 30, 2012)
DUE DATE
APRIL 18, 2011
TABLE OF CONTENTS
TIMEFRAMES………………………………………………………………………..
3
BACKGROUND AND GENERAL INFORMATION…………………………………
4
WORKFORCE INVESTMENT ACT – YOUTH PROGRAM……………………..
6
WORKFORCE INVESTMENT ACT – ADULTS AND DISLOCATED WORKERS
PROGRAM…………………………………………………………………………..
10
PROGRAM BUDGET……………………………………………………………….
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PROGRAM ASSURANCES…………………………………………………………
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PROGRAM EVALUATION…………………………………………………………
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BIDDERS CONFERENCE……………………………………………………………
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WIA PROPOSAL GUIDELINES……………………………………………………..
14
ATTACHMENT A – CHECKLIST…………………………………………..
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ATTACHMENT B – PROPOSAL COVER SHEET…………………………
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ATTACHMENT C – ASSURANCES…………………………………………
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ATTACHMENT D – JOB DESCRIPTION……………………………………
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ATTACHMENT E – BUDGET FORM………………………………………
BUDGET INSTRUCTIONS……………………………
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APPENDIX A – EVALUATION CRITERIA…………………………
25
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
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APPENDIX B – DEFINITIONS……………………………………..
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APPENDIX C – MEDIA LISTING……………………………………..
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Action Item
RFP Advertisement Period
RFP Release Date
Bidders Conference
Pre Award Technical Assistance
Due Date for Proposals
Award Announcement*
Program start date*
Date
Wednesday, March 21, 2011 thru Friday,
March25, 2011 – media list attached –
Appendix C
Wednesday, March 21, 2011
Thursday, March 31, 2011
3:00 PM – WIA Conference Room
Wednesday, April 18, 2011
Friday, May 27, 2011
Friday, July 1, 2011
* Dates are approximate and subject to change.
Resource materials relating to Workforce Investment Act Youth programs which may aid in
preparing proposals are available on the internet at the following sites:
 A copy of the Workforce Investment Act is at http://www.doleta.gov/reports/docs/legislation/
 The final WIA regulations are available at http://www.doleta.gov/reports/docs/legislation/
 U.S. DOL Employment and Training and Employment Guidance Letters are available at
http://wdr.doleta.gov/directives/
o TEGL 09-00
o TEGL 28-01
o TEGL 18-00
o TEGL 12-01
o TEGL 07-99
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A. Background and General Information
1. Request for Proposal (RFP) Overview
The Triangle South Workforce Development Board (TSWDB) is requesting proposals from
organizations interested in providing program element services for the Workforce Investment
Act (WIA). Programs must be dedicated to improving the quality of the emerging workforce by
ensuring eligible adults and youth have the opportunity to acquire the educational and skill
competencies necessary for successful transition into adulthood, careers, and further
education and training.
The program is intended to be a component of a customer-driven development system that
makes accountability for performance and customer satisfaction a top priority, and expand
linkages and collaborative efforts that foster a comprehensive system of services to meet the
workforce development needs of eligible residents in Chatham, Lee, Harnett and Sampson
Counties.
Program element service providers will be responsible for providing specific elements of the
WIA program to eligible WIA adult, dislocated workers and youth in the program. Service
providers will also be required to assist in expanding the linkages and collaboration efforts
among program providers in throughout the four counties that fosters a comprehensive system
of services for eligible residents in the program.
Awards will be competitive, based on quality of the program design, expected outcomes, cost
per participant, demonstrated past performance, and an understanding of the target
population. Specific criteria included within the RFP instructions will be used to evaluate all
submitted proposals. Funding for this proposal is provided through Title Title I-A and I-B of the
Workforce Investment Act (WIA) of 1998 (Public Law 105-220). Allocations are based on
Program Year 2010 funding levels and are subject to change. The funding allocations are as
follows: Youth Program Fund (2040): $599,130.00; Adult Fund (2020): $537,264.00;
Dislocated Worker Fund (2030): $760,720.00.
2. Overview of the Workforce Investment Act and the Workforce Investment Board
Who we are and what we do:
The Chatham, Lee, Harnett, Sampson Workforce Development Board (WDB) is
responsible for planning, policy guidance and oversight of the workforce investment system
in the four counties. Its goal is to combine area employment, training and supportive
services and programs into a consumer based, market driven system that meets the needs
of job seekers and employers. Strategies and objectives for accomplishing the WIB's goal
are contained in the Workforce Investment Plan.
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The WDB oversees the One-Stop Career Center System (JOB LINK), which is the delivery
mechanism for comprehensive services for workforce investment system customers.
Through planning, data collection and continuous improvement of programs and services,
the WDB seeks to maximize the efficiency of the local labor market, surpass customers'
expectations and exceed federally required and state determined performance standards.
About the Workforce Investment Board:
The mission of the Chatham, Lee, Harnett, Sampson Workforce Development Board (WDB) is
to develop and utilize effective leadership and partnerships among business, labor,
government, social services, local education agencies and other communities of interest to
create and support one efficient, customer-centered and market-driven workforce development
system. The mission is also to ensure a system of high quality customer service and
information that supports the following concepts:
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The ability of all citizens to obtain employment that provides a livable wage
The development of a qualified, competent and globally competitive workforce in
the quad-county area
The efficient allocation of scarce and idle resources
A sustained economic growth and development over time in Chatham, Lee,
Harnett, and Sampson Counties
About the Youth Council:
The Youth Council was created under the provisions of the Workforce Investment Act of 1998
(WIA) and provides policy guidance to the Triangle South Workforce Development Board
regarding employment and training services for youth in Chatham, Lee, Harnett, and Sampson
Counties. As a standing committee of the Triangle South Workforce Development Board, the
Triangle South Youth Council has an important role in coordinating the area’s youth activities
for youth between the ages of 14 and 21. Part of this role involves providing policy guidance
and oversight in the planning of youth programs, determining eligible youth providers, and in
recommending how Workforce Investment Act funding for youth services should be allocated.
The goal of the Youth Council is to support youth education, training and workforce
development initiatives. To achieve this goal, the mission of the Triangle South Workforce
Development Board Youth Council is to be a leader and coordinator in actively initiating
strategies and resources to ensure youth have the necessary tools and skills to be successful
citizens in the Triangle South counties.
3. Eligible Organizations
Organizations eligible to submit proposals for this RFP include:
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private for-profit businesses;
private not-for-profit organizations (including faith and community-based organizations)
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labor groups
governmental entities (including the public school system, community colleges, local
government and other public sector organizations);
Any not-for-profit entity MUST have been incorporated for at least two years (as evidenced by
a letter from the appropriate governing body certifying incorporation) AND be designated as a
501 c-3 tax-exempt organization by the Internal Revenue Service.
Any for-profit entity must have been incorporated at least two (2) years.
Also, applicants must provide an Original Certificate of Insurance by the time of the award
announcement.
4. Proposal Submission Instructions
In order to be considered for funding, an original signed proposal and 8 (eight) copies must be
received in the Triangle South Workforce Development Board’s (TSWDB) administrative office
no later than 4:30 p.m. on Wednesday, April 18, 2011. Proposals must be delivered to 900 S.
Vance Street, Sanford, NC 27330. Because of the need for original signatures, proposals
may not be e-mailed or faxed. Proposals may be hand delivered or mailed to the TSWDB
administrative office at:
Physical Location:
W.B.Wicker Business Center
900 S. Vance Street -Suite 280
Sanford , NC 27330
Mailing Address:
Central Carolina Community College
1105 Kelly Drive
Sanford, NC 27330
B. Workforce Investment Act – Youth Program
1. Program Parameters
The Workforce Investment Act has required elements that must be addressed by all
contractors. The following section is excerpted from the Workforce Investment Act,
Sections 129, (a),(b), and (c). The purpose of Youth Programs under WIA is:
“to provide, to eligible youth seeking assistance in achieving academic and
employment success, effective and comprehensive activities, which shall include a
variety of options for improving educational and skill competencies and provide
effective connections to employers; to ensure on-going mentoring opportunities for
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eligible youth with adults committed to providing such opportunities;
 to provide opportunities for training to eligible youth;
 to provide continued supportive services for eligible youth;
 to provide incentives for recognition and achievement to eligible youth; and
 to provide opportunities for eligible youth in activities related to leadership
development.”
Section 129 (c)(1).of the Act requires that all programs:
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Provide an objective assessment of the academic levels, skill levels, and service needs
of each participant
Develop service strategies for each participant that shall identify an employment goal
Provide preparation for post-secondary educational opportunities, in appropriate cases;
Establish strong linkages between academic and occupational learning;
Prepare enrollees for unsubsidized employment opportunities, in appropriate cases; and
Develop effective connections to intermediaries with strong links to the job market and
local/regional employers.
Proposals must contain all of the required program elements. If a required program element is
not provided by the proposer, the proposal should state who the proposer will partner with to
provide the element, and how the participant will access the required element. Required
program elements (WIA §129 (c) (2)) are:
1. Tutoring, study skills training, and instruction, leading to completion of secondary school,
including dropout prevention strategies;
2. Alternative secondary school services, as appropriate;
3. Summer employment opportunities that are directly linked to academic and occupational
learning;
4. As appropriate, paid and unpaid work experiences, including internships and job
shadowing;
5. Occupational skill training, as appropriate;
6. Leadership development opportunities, which may include community service and peercentered activities encouraging responsibility and other positive social behaviors during
non-school hours, as appropriate;
7. Supportive services;
8. Adult mentoring for the period of participation and a subsequent period, for a total of not
less than 12 months;
9. Follow-up services for not less than 12 months after the completion of participation, as
appropriate; and
10. Comprehensive guidance and counseling, which may include drug and alcohol abuse
counseling and referral, as appropriate. Under WIA, all Service Delivery Areas (SDA) must
meet certain, quantifiable Performance Measurements each Program Year. WIB Staff will
inform contractors as these performance measures are finalized. Program operators will be
required to track customer progress throughout enrollment and a follow-up period of not
less than 12 months after program exit.
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2. Program Objectives
The Triangle South Workforce Board is seeking program element providers that demonstrate
consistency with the requirements of WIA, and the goals of the Triangle South Workforce
Development System. An effective youth program will be recognized by the provision of the
following services:
a. Most At-Risk: Program focus on serving the most at-risk and neediest youth.
b. Safe, Supportive, and Accessible: Service will be easily accessible within the local
community and provide a safe, supportive atmosphere that offers youth frequent
opportunities for positive interactions with staff, peers, and other adults.
c. Outreach and Family Inclusion: Outreach activates will be conducted in local
communities throughout Triangle South service areas of Lee, Chatham Harnett, and
Sampson counties so they are easily accessible to young people. These activities are
intended to inform and draw youth into the program as well as inform and engage
family, and significant others, in program activities as appropriate. The community
(including but not limited to families and employers) will be informed of and invested in
program activates and must be seen as important partners in the youth’s development
and success.
d. Youth Engagement: Programs must be developed so that young people can make
informed choices when given proper information and guidance. Programs will actively
engage youth in assessment, goal setting, and development of individual service
strategies. Effective programs will also be recognizable by the extent to which they
provide opportunities for youth to engage in the design, planning, and implementation of
projects.
e. Collaboration: Programs will provide opportunities for youth to access a
comprehensive array of services and resources. Recognizing the limitations of WIA
resources, programs will develop appropriate linkages and formalize collaborative
relationships with other entities possessing expertise and resources (monetary and nonmonetary) relevant to the needs of the target population. Entities awarded funding will
commit to active involvement in the expansion of the Triangle South JobLink Career
system. This commitment will become formalized during contract negotiations and
signing of a contract.
f. Youth Development: Programs should take a holistic, youth development approach to
the provision of services that builds on youth’s assets and their potential.
g. Accountability: Programs will be fully accountable in meeting contractual obligations,
and providing cost effective services that have a positive impact on the lives of youth
participants and result in a social return on investment for the community.
3. Program Partners
Both the Act and the local WDB encourage partnering and collaboration to deliver the most
effective services to have the greatest possible community impact. If your proposal involves a
partnership, you should provide a letter of agreement generally outlining the partnership and
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the activities or services of each of the partners. Before funding, partnerships will have to be
firmly established by means of formal Memorandum of Understanding (MOU). The MOU,
whether developed as an umbrella agreement with a variety of agencies, or independently
with a particular partner must contain, at a minimum, the following information:
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A description of what customer services will be provided by each partner
How the costs of services and operating costs of the partnership will be funded
Method of referral between partners
Duration of the Memorandum and procedures for amending the Memorandum
Other provisions as agreed upon by the parties to the MOU
4. Program Participants
In accordance with the WIA, an eligible youth is defined as an individual who at the time of
application is:
1. Age 14-21; and
2. Low income as defined in the WIA section 101(25); and
3. Is within one or more of the following categories:
a. Deficient in basic literacy skills.
b. A school dropout
c. Homeless, runaway or foster child
d. Pregnant or parenting
e. An offender; or
f. Is an individual (including a youth with a disability) who requires additional
assistance to complete an educational program, or to secure and hold employment.
(WIA sec. 101 (13)
4. A United States citizen or eligible non-citizen (WIA 188 (a)(5) and
5. Compliant with Selective Service registration requirements for males born after December
31, 1959 per WIA (189)(h).
Program element providers may only be reimbursed for services provided to youth that meet
the above criteria, AND who are enrolled in the WIA youth program by the framework service
provider.
5. Program Performance Measures
"Older Youth" -- Youth 19 - 21 at entry
1. Entered Employment Rate measures the number of youth who didn't have a job before
services and got a job after services;
2. Employment Retention Rate measures the number of youth who had a job after leaving
services and still had a job 6 months later;
3. Earnings Change compares earnings youth had before services and 6 months after
services; and
4. Credential Rate measures acquisition of recognized credentials 6 months after services by
youth who were in jobs or further education right after services, credentials defined locally
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"Younger Youth" - Youth 14 to 18 at entry
5. Skill Attainment Rate measures the attainment of basic, work readiness or occupational
skills while receiving services;
6. Diploma or Equivalent of those who enter without a diploma or equivalent, measures the:
a. Attainment Rate number of youth who receive one by the time they leave services. Inschool youth that leave services and are still in school are excluded from this measure
7. Retention Rate measures the proportion of youth that are in the following activities 6
months after they leave services:
• Post-secondary education
• Advanced training
• Employment
• Military service
• Qualified apprenticeships.
Customer Satisfaction Measures
Both older and younger youth and employers working with youth programs are included
in the two customer satisfaction measures. In most states, these will be measured using
a sample drawn from populations across all WIA funding streams.
C. Workforce Investment Act - Adults and Dislocated Workers Program
1. Program Description
The Adult and Dislocated Worker Program, under Title I of the Workforce Investment Act of
1998, is designed to provide quality employment and training services to assist eligible
individuals in finding and qualifying for meaningful employment, and to help employers find the
skilled workers they need to compete and succeed in business.
2. Program Goals
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To increase employment, as measured by entry into unsubsidized employment;
To increase retention in unsubsidized employment six months after entry into
employment;
To increase earnings received in unsubsidized employment for dislocated workers; and
To enhance customer satisfaction for participants and for employers.
The employment goals are measured using Unemployment Insurance Wage Records systems
and customer satisfaction goals are measured by sampling.
3. Program Services
Services are provided through One-Stop Career Centers. There are three levels of service:
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Core services - includes outreach, job search and placement assistance, and labor
market information available to all job seekers;
Intensive services - Includes more comprehensive assessments, development of
individual employment plans and counseling and career planning; and
Training services - Customers are linked to job opportunities in their communities,
including both occupational training and training in basic skills. Participants use an
"individual training account" to select an appropriate training program from a qualified
training provider.
4. Additional Program Services
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"Supportive" services such as transportation, childcare, dependent care, housing and
needs-related payments are provided under certain circumstances to allow an individual
to participate in the program.
"Rapid Response" services at the employment site for employers and workers who are
expected to lose their jobs as a result of company closings and mass layoffs are also
available.
Individuals whose layoff was created or affected by international trade, may access
information and services under the Trade Act programs.
States are responsible for program management and operations including enrollment,
service delivery, and certification of training providers.
5. Program Target Population
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All adults, 18 years and older, are eligible for core services.
Dislocated workers.
Priority for intensive and training services must be given to recipients of public
assistance and other low-income individuals where funds are limited.
In addition to unemployed adults, employed adults can also receive services to obtain or
retain employment that allows for self-sufficiency. State and local areas are responsible
for establishing procedures for applying the priority and self-sufficiency requirements.
6. Definitions of Dislocated Workers
A dislocated worker is an individual who:
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Has been terminated or laid off, or has received a notice of termination or layoff from
employment;
Is eligible for or has exhausted unemployment insurance;
Has demonstrated an appropriate attachment to the workforce, but not eligible for
unemployment insurance and unlikely to return to a previous industry or occupation;
Has been terminated or laid off or received notification of termination or layoff from
employment s a result of a permanent closure or substantial layoff;
Is employed at a facility, where the employer has made the general announcement that
the facility will close within a 180 days;
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Was self-employed (including employment as a farmer, a rancher, or a fisherman) but is
unemployed as a result of general economic conditions in the community or because of
a natural disaster; or
Is a displaced homemaker who is no longer supported by another family member.
D. Program Budget
All proposers are required to provide a completed Summary Budget with the proposal. A
sample is provided with this RFP. A detailed budget will be required if the proposal is selected
for consideration of funding. Technical Assistance and an electronic spreadsheet will be
provided at the bidder’s conference.
Programs should be aware that funding is contingent upon the solvency of the
proposing organization. Organizations or partnerships should be able to operate
independent of any funding authorized under the Workforce Investment Act.
Partnerships and/or Organizations that operate programs funded with other funding sources
should be prepared to submit a cost allocation plan. Non-Profit Program operators may only
submit for reimbursement of actual costs. If the applying entity is a for-profit organization,
profit margins must be negotiated independent of contract costs. A fiscal review may be
conducted prior to negotiation to ensure fiscal integrity.
E. Program Assurances
All proposers must give the following assurances for each item below. If not, proposal will be
automatically rejected. The assurances are:
1. I am authorized by my Board of Directors, Trustees, or legally qualified officer, or as the
owner of this agency or business to submit this proposal.
2. We are not currently on any Federal, State of North Carolina, or local Debarment List.
3. We will provide records to show that we are fiscally solvent, if needed.
4. We have, or will have, all of the fiscal control and accounting procedures needed to ensure
that WIA funds will be used as required by law and contract.
5. We have additional funding sources and will not be dependent on WIA funds alone.
6. We will meet all applicable Federal, State, and local compliance requirements. These
include, but are not limited to:
a. Records accurately reflect actual performance.
b. Maintaining record confidentiality, as required.
c. Reporting financial, participant, and performance data, as required.
d. Complying with Federal State non-discrimination provisions.
e. Meeting all applicable labor laws, including Child Labor Law standards.
We will not:
a. Use WIA funds for activities that would interfere with or replace regular academic
requirements for eligible youth who are not drop-outs.
F. Program Evaluation
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All proposals submitted in accordance with this RFP will be rated based on the criteria and
point values outlined in Appendix A Evaluation Criteria. Proposals will be reviewed by the
Triangle South Workforce Development Board Request ForProposals (RFP) Committee.
The duty of the Evaluation Team will be to rate the overall acceptability of each proposal,
which may include site visits and/or oral presentations by the proposers where appropriate. As
part of the pre-award survey and evaluation process, the Triangle South Request for Proposal
Committee may request performance data from other jurisdictions and funding sources
regarding the proposer’s ability to meet planned goals and funding requirements.
The Evaluation Team will review proposals, prepare evaluation summaries and forward a
recommendation along with the evaluation summary sheets of all proposals to the Triangle
South Workforce Development Board. The Triangle South Request for Proposal Committee
will review the recommendation of the Committee and based upon information from this group,
formulate its own recommendation to the Triangle South Workforce Development Board.
The following variable items are addressed:
1. Program purpose: What is the need? How is it addressed? How will this benefit the affected
population (adult, dislocated worker, youth)? What will be the result of the program? How
will this be known?
2. Experience in providing employment, education and training programs: How long has the
proposing agency been providing services? Is this an old, new, or an expanded program?
3. Operational capacity: Is the service location appropriate for the population being served by
the proposal? Is there experienced staff on hand to provide the proposed services? Is there
adequate equipment?
4. Area(s) to be served: What parts of the County are to be served? Will currently underserved parts of the County receive program services? How?
5. Operational linkages: Are service networks already in place to provide the range of services
required? Are they substantiated by linked agency memo, letter, or Memorandum of
Agreement?
6. Program follow-up: What provisions are made for post-exit services for at least a year after
other program services end?
7. Return on investment: What justification is made for providing these services at the
proposed cost? Does the proposal prove that this is a good investment for the expected
benefits to be received?
G. Bidders Conference
All parties interested in serving as WIA program providers must attend a bidder’s conference
on Thursday, March 31, 2011 at 3:00 pmat:
WIA Administrative Offices
W B Wicker Lifelong Learning Center
900 S. Vance Street
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Sanford, NC 27330
Questions a proposer wishes to have answered at the bidders’ conference must be submitted
in writing prior to Monday, 28th. This will allow the RFP Committee and Triangle Workforce
Development Board staff to fully research questions and provide written answers at the
bidders’ conference.
The bidders’ conference will cover:
 An explanation and demonstration of what is an Administrative Expense and what is
Program Expense,
 How to allot time and keep accurate records of time spent in each expense category,
 How to allocate the allotment of time in a budget,
 Effective negotiation of Memorandum Of Understandings (MOUs),
 How to write an MOU that reflects the services and financial consideration provided by
each organization,
 What are leveraged funds,
 How to leverage WIA monies to attract additional funding from other sources,
 Program requirements, and
 Attracting program participants.
 WIA Proposal Narrative
H. General Guidelines
Proposers must follow the instructions outlined in this RFP package and submit all appropriate
application forms. Proposals that do not conform to this format will be rejected by the TSWDB.
Each applicant is limited to one proposal. The applicant certifies, by submission of a proposal
that all specifications listed in the RFP will be met and further understands that these
specifications may become part of a contract for provision of services, should a contract be
awarded.
Proposal Format
All applications must be typed, single-spaced, single-sided on 8.5” X 11” paper with 12-point
text font and one-inch margins. Pages must be number sequentially at the bottom center of
the page.
1. Proposal Signature Form
The proposal signature form must be completed and signed by an agency officer that is
authorized to bind the agency to all commitments made in the proposal.
2. Proposal Narrative Instructions
This element of the proposal should describe the proposed program in detail sufficient to
demonstrate an understanding of the required program design, the work to be performed, the
needs of the participants, and the desired results.
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Executive Summary: Summary of the proposed program detailing planned outcomes, and
how these outcomes will help the Triangle South Workforce Development Board meet its
negotiated performance goals. This section should begin with a brief mission statement for the
organization, and how said mission relates to the services being proposed.
a. Section one should be no longer than 1 page.
Work Plan: Describe the technical plan in narrative form for accomplishing the work
proposed, indicating which components are already in place and a time line for
implementation of planned components.
At a minimum, include the following components:
 A thorough description of the program to include all services provided and how these
services relate to the program element definition in Section I of this RFP.
 A description of existing or a plan for strategic collaboration among multiple service
providers, including community involvement (memoranda of understanding, contracts or
agreements of existing collaborations with service providers or letters of support from
collaborating organizations can be made as attachments to this bid. Attachments are
not included in the page limit.)
 A description of all staff positions must be included in Attachment E which should
include expected experience and training requirements. Also include a description of
how staff will be selected to include background checks to be conducted.
 Include a brief summary of the hours of operation for all services provided as part of
your proposed program.
b. Section Two should be no longer than five pages (not including attachments).
Agency Information: Provide a narrative description of your agency to include when, how
and why the organization was started; its purpose, goals and philosophy, prior and current
relevant activities, accomplishments, size and characteristics of clients served, linkages
and/or coordination with other agencies and services in the community. This section should
form the basis for determining whether or not your agency is qualified and credible to
deliver the program as proposed. Information should include current or past experience in
providing WIA program services.
Briefly describe the facility(ies) where this system is to be principally operated; include size,
location, accessibility (both accessibility by public transportation and accessibility for those
that are physically challenged), and any special features relevant to the system. If
specialized equipment is proposed, please include description and quantity.
c. Section Three should be no longer than two pages per organization.
Performance Outcome: Discuss the measurable results and benefits anticipated and how
they will be measured. Describe the process, expected outcomes, and how your program’s
performance will be evaluated and monitored.
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Include a description of the methods to be employed in achieving the stated goals and
objectives and why these methods will work.
This section should also include the number of hours of program participation are
necessary for an individual to be successful in accomplishing stated goals.
d. Section Four should be no longer than two pages (not including attachments).
3. Proposal Budget
Complete and attach the program budget using the Budget Form (Attachment E) and following
the Budget instructions included. Be sure to include In-Kind, MOU and Leveraged Funds
included in the budget.
a. Budget Form
Complete the attached budget form (Attachment E) and assign costs to the proper
category, filling in each column totaling the costs and entering them on the bottom line. All
budget forms must be attached for the proposal to be considered complete. If the proposer
does not have costs attributable to a particular budget item, the budget item should be left
blank. Instructions on how to complete this form are in Attachment E.
b. Budget Narrative (1-Page)
This section will be used to provide an explanation of the information contained in the
budget form. This section must include an explanation of all costs justifying the requested
funds as well as a summary of in-kind services in the program to include how in-kind
service will be provided, by whom, and an estimate of the value.
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
16
Attachment A
Proposal
 Signed Proposal Cover Sheet (Attachment B)
 Executive Summary (1 page)
 Work Plan (no more than 5 pages)
 Agency Information (no more than 2 pages)
 Performance Information (no more than 2 pages)
 Signed Budget Form (Attachment E)
Attachments
 Budget Narrative
 Job Descriptions (Attachment D)
 Signed Assurances Form (Attachment C)
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
17
Attachment B
WIA PROGRAM PROPOSAL COVER SHEET
Triangle South Workforce Development Board
Agency Name:
Address:
City: State: Zip Code:
Mailing Address:
(if different from above)
City: State: Zip Code:
Contact Person(s):
Telephone Number(s):
Fax Number(s):
E-Mail:
Cost Per Participant:
Total Funds Requested:
Non WIA Resources: Cash:
In-Kind:
The undersigned has the authority to submit this proposal on behalf of the bidding
organization, in response to this Request for Proposal.
The proposer is not submitting and shall not submit any Trade Secrets to the TSWDB in
connection with this proposal or the contract, if a contract is an awarded to the proposer. The
proposer acknowledges that the TSWDB will rely on the proceeding sentence.
Signature
Title
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
Date
18
Attachment C
ASSURANCES
I recognize that I must give assurances for each item below. If I cannot, this proposal will be
automatically rejected. The assurances are:
1. I am authorized by my Board of Directors, Trustees, or legally qualified officer, or as the
owner of this agency or business to submit this proposal.
2. We are not currently on any Federal, State of North Carolina, or local Debarment List.
3. We will provide records to show that we are fiscally solvent, if needed.
4. We have, or will have, all of the fiscal control and accounting procedures needed to ensure
that WIA funds will be used as required by law and contract.
5. We have additional funding sources and will not be dependent on WIA funds alone.
6. We will meet all applicable Federal, State, and local compliance requirements. These
include, but are not limited to:
a. Records accurately reflect actual performance.
b. Maintaining record confidentiality, as required.
c. Reporting financial, participant, and performance data, as required.
d. Complying with Federal State non-discrimination provisions.
e. Meeting all applicable labor laws, including Child Labor Law standards.
We will not:
1. Use WIA funds for activities that would interfere with or replace regular academic
requirements for eligible youth who are not drop-outs.
I hereby assure that all of the above are true.
Signature
Title
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
Date
19
Attachment D
JOB DESCRIPTION
If there is a person(s) in your organization who is slated to provide the services proposed here,
please submit current resume for that individual, otherwise complete the information below for
all anticipated WIA funded staff positions.
Job Title:
Minimum Qualifications:
Total Number of Hours Worked:
Full Time
Hourly/Monthly Rate of Pay:
Part Time
% Funded through WIA:
Name of Immediate Supervisor:
Does the staff person(s) assigned to this position work in other sections/departments with
agency
Yes
No
If yes, briefly describes other duties:
A
Specific Job Duties
Training Related and Supportive Services
Duties
Hrs./Wk.
%
Administrative Duties
%
1.
2.
3.
B.
1.
2.
3.
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
20
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
21
Attachment E
BUDGET FORM
Vendor Name:
Program Name:
Program Period:
Administrative:
Salaries
Fringe Benefits
Travel & Training
Total Administrative
Costs
(not to exceed 20%
of budget)
Program:
Staff Salaries
Staff Fringe Benefits
Staff Training & Travel
Occupancy
Materials, Supplies,
Property
Other Program Costs
Participant Costs
Total Program Costs
PROGRAM BUDGET SUMMARY
Projected
In-Kind
MOU
Leveraged
Total
Projected
Leveraged
Total
In-Kind
MOU
TOTAL BUDGET & COST PER PARTICIPANT
Administrative &
Program
Projected
In-Kind
MOU
Leveraged
Total
Cost per Participant
(Total Projected, In-Kind, MOU, and Leveraged divided by the
number of Participants)
Authorized Signer:
Title:
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
Date:
22
PROGRAM BUDGET DETAILS
Projected
In-Kind
MOU
Administrative:
Salaries
Fringe Benefits
Travel & Training
Total Administrative Costs
(not to exceed 20% of budget)
Leverage
Total
Program:
Salaries
Position 1:
Position 2:
Total Salaries
Fringe Benefits
Group Insurance
FICA
Worker's Compensation
Retirement
401K
Total Fringe Benefits
Travel & Training
Registration Fees
Food
Lodging
Travel
Total Travel & Training
Occupancy
Rent
Utilities
Janitorial
Telephone
Postage
Copier
Total Occupancy
Materials, Supplies, Property
Office Supplies
Advertising
Computer/Software
Website Maintenance
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
23
Projected
In-Kind
MOU
Leverage
Total
Other Supplies
Total Materials, Supplies,
Property
Other Program Costs
Liability Insurance
Professional Fees
Total Other Program Costs
Participant:
Training
Transportation
Child Care
Wages
On-The-Job Training
Other Costs
Total Participant Costs
Total Program Costs
Admin & Program Costs
Per Participant Cost (total cost divided by the number of participants)
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
24
REQUEST FOR PROPOSAL BUDGET FORM INSTRUCTIONS
Administrative
1. Use the Program Budget Details sheet to calculate costs in each category.
2. Allocate the appropriate amount of time that Administrative Staff will use to support the
program and enter the percent of their total salary, fringe benefits and amount of training
cost specific to the WIA Program in the projected column. Be sure the amount does not
exceed 20% of your total projected budget.
3. Enter the amount of In-kind Administrative cost your Administrator or other professional
people are willing to contribute to the WIA Program for their services.
4. Enter the amount of leveraged cost from other organizational funds that will be applied to
this Program.
5. Total the amounts across and total the figures down to arrive at the Total Administrative
Cost; projected, in-Kind, through MOUs, and leveraged.
Program
1. List the title of all staff positions and the amount that will be funded through this proposal in
the projected column. If there are in-kind, MOU and leveraged amounts list them and total
the numbers across and down.
2. Follow the previous instructions for Fringe, Travel & Training, Occupancy, Materials,
Supplies Property, Other Program Costs, and Participant Costs. If you run out of rows,
replace unused descriptions under the appropriate headings, or insert rows as needed.
3. Total the columns down, and the rows across and make sure they balance.
4. Divide the total Administration Cost and Program Costs to include in-kind, MOU and
leveraged funds by the number of participants projected you will serve to arrive at the per
participant cost.
Budget Form
1. Enter you Vendor Name, Program Name and Program Period.
2. Place the numbers from the Administrative worksheet directly into the Administrative
section of the Program Budget Summary.
3. Place the numbers from the total columns under each program heading into the
corresponding row and column on the Budget Summary.
4. Total the Program Costs (they should match the worksheet).
5. Take the total costs from the worksheet and place them in the Cost Per Participant
Summary.
6. Divide the total cost by the number of participants or copy the amount from the worksheet
into the Summary.
7. Have the authorized signer sign, place their title and date the form and place it into the RFP
package along with the worksheet in the proper place.
Budget Narrative
1. Complete the one-page narrative detailing the information requested in the body of the
RFP.
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
25
Appendix A - Evaluation Criteria
The Evaluation Team will use the following guiding principles to assess submitted proposals:
 the ability of the program to help the Triangle South Workforce Development Board meet
performance goals;
 use of County statistics to address current needs;
 originality in program design;
 how well the program will collaborate with other organizations in the community;
 How well the program leverages existing funds to provide an array of services to WIA
youth; and
 Organizational capacity and experience in providing programs for hard to serve youth
Proposals will be evaluated using the assigned point totals for the following criteria:
1. Program Administration – 15 Points Total
 Is the staff involved in the delivery of service competent and professional to provide
effective services? Close scrutiny will be applied to the qualifications of the staff that
will be providing the assessment and case management services to the youth,
measured by experience and education. (15 points)
2. Program Operations – 40 Points Total
 Does the proposed program provide an effective service to the target population?
(20 points)
 Is the proposed program in line with the performance outcomes established by the
Triangle South Youth Council and the WIA? (10 points)
 Does the proposer demonstrate an understanding of the target population? (10
points)
3. Program Evaluation – 20 Points Total
 Does the program track project progress during the life of the contract; are both
financial and program activities monitored, evaluated and reported to the Triangle
South Workforce Development Board and staff. (20 points)
4. Program Budget – 10 Points Total
 Is the budget presented in sufficient detail to evaluate the reasonableness of the
program cost? (5 points)
 Does the budget meet or exceed the 20% administrative and 80% program goal? (5
points)
5. Collaborative Agreements and Leveraging of Funds – 15 Points Total
 Does the proposed program build on existing services being provided by the
agency? (10 points)
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
26

Does the proposed program link with other programs within the community to
provide leverage funds and create a collaborative partnership? (5 points)
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
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Appendix B – Definitions
Basic skills deficient: A youth who performs at or below the 8.9 grade level on a standardized
test. For those youth enrolled in secondary education who are above 8.9, performing one or
more grade levels below expected proficiency for the current age and grade level may be
considered basic skills deficient.
Basic skills goal: An improvement of at least one grade level as documented by standardized
test scores.
Carry-over: Youth who were enrolled in a prior program year and not exited before the start of
the next program year.
Drop-out: A youth who has not received and is no longer attending any school in pursuit of, a
secondary school diploma, certificate of achievement, graduation certificate, or GED. A youth
attending an alternative school is not a dropout.
Exit: Determined as follows:
 A participant who has a date of case closure, completion or known exit from WIAfunded or non-WIA funded partner service.
 A participant who does not receive any WIA Title I-B funded or non-WIA partner
funded services for 90 days and is not scheduled for future services except follow-up
services.
Exit date: The last date on which WIA Title I-B funded or partner funded services were
received by the individual excluding follow-up services.
Exit quarter: Quarter in which the last date of service, except follow-up services, take place.
Foster child: A youth on behalf of whom State or local government payments are made or
becomes an individual for whom the local Department of Social Services certifies foster child
status where no payments are made.
In-School youth: A youth who is currently attending an educational program either full or parttime.
Out-of-School youth: Any youth 14-21 years of age who is not enrolled in school and has not
earned a high school diploma or GED, or who has a high school diploma or GED but is basic
skill deficient, unemployed, or underemployed. Youth enrolled in alternative education do not
count as out-of-school youth under the WIA.
Offender: A youth who is or has been subject to any stage of the criminal justice process, and
for whom services under this Act may be beneficial; or a youth who requires assistance in
overcoming artificial barriers to employment resulting from a record of arrest or conviction.
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
28
Older youth: Individual 19-21 years of age.
Pregnant or parenting: A youth who is pregnant or who is providing custodial care for one or
more dependent children under the age of 18.
Youth Service Provider: An organization or agency funded separately by the TSWDB and
Trianle South Youth Council under WIA to provide services related to the 10 program
elements.
Younger youth: Individual 14 to 18 years of age.
Services consist of the following:
Outreach and Recruitment: Identifying potential WIA eligible youth, working with parents and
guardians to secure necessary documents and communicating with schools and community
organizations regarding recruitment efforts for targeted populations.
Eligibility Determination: Include the completion of a WIA Youth Services Application,
verification of the information provided for the application, and determining if the individual who
has applied meets the eligibility criteria established by the WIA.
Intake: A process which includes activities such as registration, collection of information to
support verification of eligibility and data validation for WIA services. It includes pre-screening
potential customers, making referrals to other service agencies and self-help services if
appropriate.
Case Management: A reporting and tracking strategy to determine whether goals in the ISS
are being met by ensuring that youth are activity engaged in receiving the ten program
elements from eligible service providers. This approach includes the establishment and
maintenance of a hard copy file on each youth, recording how and by whom services are
rendered, in the Workforce Plus MIS, and ensuring that participants received follow-up
services after exiting the program.
Objective Assessment: (including initial assessment and pre-testing through the development
of the ISS) The process that identifies service needs, academic levels, goals, interests, skill
levels, abilities, aptitudes, identifies supportive service needs and measure barriers and
strengths. The result of assessments and interviews with the youth and the youth’s parent(s)
is the Individual Service Strategy (ISS) or plan that prescribes appropriate services for the
participant.
Workforce Plus: The State of North Carolina Management Information System (MIS) used to
determine eligibility and provide case management services for customers enrolled in WIA
Title I-B programs.
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
29
Definitions of Dislocated Workers
A dislocated worker is an individual who:







Has been terminated or laid off, or has received a notice of termination or layoff from
employment;
Is eligible for or has exhausted unemployment insurance;
Has demonstrated an appropriate attachment to the workforce, but not eligible for
unemployment insurance and unlikely to return to a previous industry or occupation;
Has been terminated or laid off or received notification of termination or layoff from
employment s a result of a permanent closure or substantial layoff;
Is employed at a facility, where the employer has made the general announcement that
the facility will close within a 180 days;
Was self-employed (including employment as a farmer, a rancher, or a fisherman) but is
unemployed as a result of general economic conditions in the community or because of
a natural disaster; or
Is a displaced homemaker who is no longer supported by another family member.
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
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Appendix C
Name of Outlet
Mailing Address
City
Zip
Angier Independent
PO Box 878
Angier
27501
Apex Herald
Asheboro Courier
Times
PO Box 1539
Apex
27502
PO Box 340
Asheboro
27204
Phone
919-6394913
919-3628356
336-6252101
Chapel Hll Herald
106 Mallette Street
Chapel Hill
27513
919-9291379
919-9181055
chh@heraldsun.com
Chapel Hill News
David Hart, 505 W. Frank
Street
Chapel Hill
27516
919-9322000
919-9684923
dhart@nando.com
Chatham News
303 W. Raleigh Street
Siler City
27344
919-6633232
919-6633232
advertising@thechathamnews.com
Chatham Record
303 W. Raleigh Street
Siler City
27344
Daily Record
PO Box 1448
Dunn
28335
919-5423013
910-8911234
919-5422590
910-8914445
Fayetteville Observer
PO Box 8749
Fayetteville
28302
910-3234848
910-4863545
Harnett County News
407 S. Main Street PO Box
939
Lillington
27526
Herald-Sun
PO Box 2092
Durham
27702
910-8936128
919-4196889
Hometown News
1509 Pinehurst
Sanford
27330
910-8935121
919-4196500
919-7757593
Lee County StarTribune (By Peak
Media Group)
Bryan Gossage,
Publisher@lee.countync.us Apex
News and Observer
PO Box 191
Raleigh
27602
News of Orange
PO Box 580
Hillsboro
27278
919-3381075
919-8294500
919-7322171
FAX
919-6390289
919-3621369
336-6267074
E-Mail
news@angierindependent.com
apexherald@mindspring.com
ajordan@courier-tribune.com
hgraves@thechathamnews.com
news@mydailyrecord.com
thrashera@fayettevillenc.com,sports
vaughane@fayettevillenc.com
news@harnettcountynews.com
hometownlayout@morgansteels.info
peakmedia@live.com
919-8294529
919-7324852
editorial@newsoforange.com
News-Record
PO Box 20848
Greensboro
Guilford
Co.
27420
336-3737000
336-3737382
336-6255576
910-5928137
336-6265577
910-5928756
919-7089000
919-9342176
919-7089001
919-9897093
(NR Gov/Ed Editor
Eddie Wooten)
mbanks@news-record.com
ewooten@news-record.com
Randolph Guide
PO Box 1044
Asheboro
27204
Sampson Independent
PO Box 89
Clinton
27329
Sanford Herald
208 St. Clair Court PO Box
100
27330
Smithfield Herald
PO Box 1417
Sanford
Johnston
Co.
Triangle South Workforce Development Board
WIA Program RFP PY 2011 Adult, Dislocated Worker and Youth
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32
news@randolphguide.com
smatthews@intrstar.net
news@sanfordherald.com
sbolejac@nando.com