WORK2FUTURE FOUNDATION

MEETING AGENDA
Thursday, April 26, 2018
5:15 pm

Adult Training Center

1601 Foxworthy Ave. Rm# MPR-C
San José, CA 95118
408.794.1175

www.work2futurefoundation.org

Jason Cameron, Board Chair and President

For questions regarding this agenda, please call Kimberley McCoy at 408.794.1175.

To request an accommodation or alternative format for work2future meetings, events

or printed materials, please call Kimberley McCoy at 408.794.1175 or call 408.294.9337
(TTY) as soon as possible, but at least three business days before the meeting/event.

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 NOTICE TO THE PUBLIC

Good afternoon, my name is Jason Cameron, and in my capacity as Chair of the

work2future Foundation Board, I would like to welcome you to the work2future
Foundation meeting of April 26, 2018.

The procedure for this meeting is as follows:

• The work2future Foundation Secretary will verify quorum; the Chair

will read the opening remarks.

• Members of the public wishing to make a comment will then be

given two (2) minutes each to comment

• work2future Foundation staff and/or work2future Foundation

Directors will present recommendations for each action item on the
agenda.

• Foundation Directors may ask questions of work2future Foundation

staff and Directors.

• work2future Foundation Directors may take action on any item

designated as an action item.

• Copies of the agenda have been placed on the table near the door
for your convenience.

• work2future Foundation Directors may only discuss items listed on the

Agenda.

All public records relating to an open session item on this agenda, which are not exempt from
disclosure pursuant to the California Public Records Act, that are distributed to a majority of
the work2future Foundation Board, will be available for public inspection at the work2future
Foundation Administration facility located at 1601 Foxworthy Ave., San Jose, California 95118
at the same time that the public records are distributed or made available to the work2future
Foundation Board.

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 WORK2FUTURE FOUNDATION BOARD MEETING
Thursday, April 26, 2018
5:15pm
ORDER OF BUSINESS

I. QUORUM VERIFICATION

II. CLOSED SESSION

Fiscal Updates and Fundraising Report {Action}

Stacey Sauber, Finance Manager
Kim McCoy, Interim Executive Director

Staffing and Recruitment Information w/Recommendation {Action}

Kim McCoy, Interim Executive Director
Jason Cameron, Board Chair

III. CHANGES TO THE AGENDA

IV. PUBLIC COMMENT – For items not listed on the agenda. Limited to three minutes.

V. OPENING REMARKS

VI. AGENDA ITEMS

A. Old Business
1. Minutes Approval {Action}
Approval of the March 22, 2018 work2future Foundation
Board Meeting Minutes.
B. New Business
1. Director’s Update {Discussion}
Kimberley McCoy, Interim Executive Director

2. Programs Update {Discussion}…

Harold Wilson, Data and Marketing Analyst
Sean Guess, Program Manager

3. Board Development {Discussion}

Kimberley McCoy, Interim Executive Director

C. Set Items for Next Agenda

D. Announcements

E. Next Meeting

VII. ADJOURNMENT

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 VI (A) (1)

MINUTES APPROVAL

[ACTION]

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 work2future Foundation Board
Meeting MEETING MINUTES
March 22, 2018

Call to Order: 5:30 p.m.

I. QUORUM VERIFICATION

Members Present: Jason Cameron, Dr. Marzieh Nabi, and Joe Foster
Members Absent: Sara Moghadam
Staff Present: Kimberley McCoy, Stacey Sauber, Sean Guess, and Harold Wilson
Quorum verified at 5:52 p.m.

II. CLOSED SESSION

Fiscal Update w/Staffing and Recruitment Information and Fundraising Report

Finance Manager Stacey Sauber provided the Board with an overview of the December
2017 and January 2018 Statement of Financial Position and Statement of Financial Activities.

Motion: Jason Cameron

Second: Joe Foster
Unanimous approval and acceptance of the work2future Foundation’s December 2017 and
January 2018 Statements of Financial Position and Statement of Financial Activities.

Interim Executive Director Kim McCoy provided the Board with an overview of current
fundraising efforts.

Interim Executive Director Kim McCoy discussed activities aligned with the recruitment
of a new Executive Director.

III. CHANGES TO THE AGENDA

At the request of the Chair, changes to the agenda and public comment were moved to
directly after opening remarks and the programs update was presented prior to approval
of the January minutes and closed session because a quorum was not verified until 5:52
p.m.

IV. PUBLIC COMMENT

No public comments were made.

V. OPENING REMARKS Opening remarks were read by Chair Jason Cameron.

VI. AGENDA ITEMS

A. Old Business

1. ACTION: Approval of the minutes from the January 25, 2018 meeting of
work2future Foundation Board.
Action on this item was delayed until after program updates based on
the need to verify a quorum.

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 Motion: Jason Cameron
Second: Joe Foster
Unanimous approval and adoption of the January 25, 2018 work2future
Foundation Board meeting minutes.

B. New Business

1. DISCUSSION: Director’s Update

Ms. McCoy provided the board with an update.

2. DISCUSSION: Programs Update

Discussion of this item was moved to after before approval of the minutes based on the
need to verify a quorum.

Mr. Wilson provided the board with an update.

Mr. Guess provided the board with an update.
A written report by Mr. Huynh was provided for review by the Board as related to
SJ Works, as Mr. Huynh was unable to attend the meeting.

3. DISCUSSION: Board Development

Ms. McCoy provided the board with an update.

C. Set Items for Next Agenda

▪ March 22, 2018 Board Meeting Minutes Approval
▪ Fiscal Update to include Staffing and Executive Recruitment
▪ Board Development
▪ Director’s Update
▪ Program Update

D. Announcements
There were no announcements.

E. Next Meeting
The next work2future Foundation meeting is scheduled for Thursday, April 26, 2018 at
5:15 pm at the San Jose Job Training Center, 1601 Foxworthy Avenue, San Jose, CA
95118.

VII. ADJOURNMENT
The meeting was adjourned at 6:279 p.m.

Motion: Jason Cameron

Second: Joe Foster

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 VI (B) (1)

Director’s Update

[DISCUSSION]

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 VI (B) (2)

Programs Update

[DISCUSSION]

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TO: work2future Foundation Board FROM: Sean Guess,
Interim Program Manager
Harold Wilson,
Data & Marketing Analyst

SUBJECT: Programs Update DATE: April 26, 2018

Data and Marketing Analyst Harold Wilson and Program Manager Sean Guess, to
discuss program highlights and status of program goals as of March 31, 2018.

*Please note that Harold Wilson transitioned to his new role as Data & Marketing
Analyst, effective March 1, 2018; however, he continues to be accessible to
Program Manager Sean Guess, who will assume responsibilities aligned with both
adult and youth programs by the end of Fiscal Year 2018. Harold and Sean are
working together to support specific activities designed to help the Foundation
achieve FY 2018 contracted goals. Also note that the Youth Unit Supervisor
position reporting directly to Program Manager Sean Guess has been filled.

ATTACHMENTS:
• Youth Program Update
• Adult Program Update
• San Jose Works Update

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 WIOA Youth – April 2018 Update

In a meeting last week with the Workforce Development Board (WDB), the Foundation
was given a message that while the WDB would like for us to be within 10% of our
contractual enrollment goal, they’d ultimately prefer to see the Foundation focus on
success in other performance areas. These two areas were the pie chart report, an
ongoing internal report that measures our performance within an in-demand sector
context, and our overall state performance.

Foundation Program Staff remain confident that our enrollment numbers will improve
over the next two weeks to close out the month of April. These numbers are going to
primarily come through three enrollment pipelines cultivated over the last month. By
coordinating with the school principal and class instructors at MetroED, outreach efforts
resulted in presentations to 10 classes that were hand selected because they fall within
guidelines for in-demand sectors. Staff identified approximately 70 clients who are all
eligible and interested in enrolling. Secondly, San Andreas Regional is in the process of
identifying eligible clients within our service area and will begin to funnel us referrals by
the week of April 23. These individuals have developmental disabilities but have been
assessed as high functioning and employment ready. Finally, a meeting with
Opportunity Youth Partnership was held on April 16th and focused on workforce
development needs in Santa Clara County. The 18 community- based organizations
that make up the collective have pledged to refer clients who need employment
services immediately.

Other partnerships are nearing the stage to bear significant fruit. Those include San Jose
Conservation Corps, the Department of Rehabilitation and Growth Sector. These
additional pipelines should net us significant increases in our ongoing enrollments.

These initiatives coupled with the general outreach we’ve been conducting for the last
two months are likely to culminate in putting a significant dent in our enrollment deficit
in a strategic manner that lays the groundwork for achievement of other performance
goals.

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 YOUTH PROGRAM - PROGRAM SERVICES AS OF 03/31/18

Reporting Period: July 1, 2017 - March 31, 2018

TOTAL ENROLLMENTS
Number of Carryover Participants (as of July 1, 2017) 193
New Participant Enrollments as of July 1, 2017 (January 2018 - 16 Enrollments) 101
Total Participants Provided Services 294
Total Exited 183
Total Active 111

YOUTH PROGRAM ENROLLMENTS

YEAR TO DATE - March 31, 2018 YEAR END - JUNE 30, 2018

Program Goal Actual % of Goal Goal % of Goal

San Jose 185 84 45.4% 185 45.4%
South County 50 16 32.0% 50 32.0%
Total 235 101 43.0% 235 43.0%

YOUTH PROGRAM TRAINING FY 2017-2018

WEX OJT ETPL Total
POP as WEX/OJT/
POP as of POP as of % of ETPL (All
of Actual % of Goal Actual % of Goal Actual
Program 03/318/18 03/31/18 Goal Training)
03/31/18
San Jose 40 49 122.5% 10 10 100.0% 2 0 0.0% 59
South County 6 11 183.3% 0 0 0.0% 0 0 0.0% 11
Total 46 60 130.4% 10 10 100.0% 2 0 0.0% 70

YOUTH PROGRAM PLACEMENT FY 2017-2018

Placed in Area of Training - Placed in Employment Sectors -
WEX/OJT/ETPL (Closure) No Training (Closure)
Entered Post-
POP as POP as Secondary (Closure)
of Actual % of Goal of Actual % of Goal
Program 03/31/18 03/31/18
San Jose 64 0 0.0% 191 45 23.6% 9
South County 16 0 0.0% 60 11 18.3% 0
Total 80 0 0.0% 251 56 22.3% 9

WORK EXPERIENCE FUNDING SPENT FY 2016-2017

100% Goal - Year

Actual - FEB 2018 % of Goal
Work Experience Funding End

Total Carryover $72,193.72 $72,193.72 100.0%

WORK EXPERIENCE FUNDING SPENT FY 2017-2018

100% Goal - Year 70% Goal - Year

Actual -March 2018 % of 100% Goal % of 70% Goal
Work Experience Funding End End

San Jose $295,050.94 $182,920.40 62.0% $206,535.65 88.6%

South County $104,765.06 $49,868.97 47.6% $73,335.54 68.0%
Total $399,816.00 $232,789.37 58.2% $279,871.19 83.2%
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 ADULT/DISLOCATED WORKER PROGRAM - PROGRAM SERVICES AS OF 3/31/18

Reporting Period: July 1, 2017 - March 31, 2018

TOTAL ENROLLMENTS
Number of Carryover Participants (as of July 1, 2017) 943
New Participant Enrollments as of July 1, 2017 855
Total Participants Provided Services 1,798
Total Exited 396
Total Active 1,402
YEAR TO DATE PROGRAM ENROLLMENTS
YEAR TO DATE YEAR END
POP as of
Program Actual % of Goal Goal % of Projection
3/31/18
Foundation 775 855 110% 1,080 79%
Total 775 855 110% 1080 79%

ADULT/DISLOCATED WORKER PROGRAM TRAINING FY 2017-2018

work2future FOUNDATION
YEAR TO DATE/YEAR END
Program Goal Actual % of Goal
COHORT 25 0 0%
ETPL 72 76 106%
OJT 32 19 59%
Total 129 95 74%
*Cohort training must have employer participation prior to launch

ADULT/DISLOCATED WORKER PROGRAM TRAINING FY 2017-2018

work2future FOUNDATION
POP as of 3/31/18
Program Goal Actual % of Goal
COHORT 14 0 0%
ETPL 55 76 138%
OJT 19 19 100%
Total 88 95 108%
*Cohort training must have employer participation prior to launch

ADULT/DISLOCATED WORKER PROGRAM PLACEMENTS FY 2017-2018

work2future FOUNDATION
YEAR TO DATE YEAR END
POP as of
Program Actual % of Goal Goal % of Projection
3/31/18
Entered Employment in Area of
64 35 55% 100 35%
Training
Total 64 35 55% 100 35%

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 Adult and Dislocated Worker Peformance Operating Plan YR 17/18
Performance Operating Plan (POP) Goals

7
017

017

017

201

201

201

018

018

018

017

018

018
31/

30/

31/
1/2

1/2

0/2

1/2

8/2

1/2

0/2

1/2

0/2
10/

11/

12/
7/3

8/3

9/3

1/3

2/2

3/3

4/3

5/3

6/3
Measure Goal
Enrollments 1080 75 150 225 325 425 500 575 675 775 900 1000 1080
In Training 129 0 10 25 35 55 65 80 100 115 120 125 129
Cohort 25 0 0 0 0 0 0 0 7 14 20 25 25
ETPL 72 6 0 15 20 25 30 35 40 55 60 68 72
OJT 32 0 0 0 0 0 0 5 12 19 25 30 32
Obtained Credential 112 0 0 0 15 25 40 50 60 70 80 90 112
Entered Employment in Area of
Training 100 0 8 16 24 32 40 48 56 64 72 85 100

Adult and Dislocated Worker Peformance Operating Plan YR 17/18

Performance Operating Plan (POP) Actuals 3/31/2018

7
017

017

017

201

201

201

018

018

018

017

018

018
31/

30/

31/
1/2

1/2

0/2

1/2

8/2

1/2

0/2

1/2

0/2
10/

11/

12/
7/3

8/3

9/3

1/3

2/2

3/3

4/3

5/3

6/3
Measure Goal
Enrollments 1080 117 226 300 368 426 464 629 717 855 0 0 0 79%
In Training 129 6 6 15 30 38 46 59 82 95 0 0 0 74%
Cohort 25 0 0 0 0 0 0 0 0 0 0 0 0 0%
ETPL 72 6 6 15 28 36 44 48 74 76 0 0 0 106%
OJT 32 0 3 5 5 10 11 11 11 19 0 0 0 59%
Obtained Credential 112 4 5 6 9 9 13 43 47 48 0 0 0 43%
Entered Employment in Area of
Training 100 15 29 31 32 33 34 34 34 35 0 0 0 35%

* July and August creditials from previous program year

* Cohort Training requires employer participation prior to cohort training being launched

DW / Adult = 133 currently employed this program year

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San José Works 3.0
Unsubsidized Program Updates
4/06 Bi-weekly Report

Outreach Activities
Enrollment at 919
Bi-weekly enrollment as of 3/23 was +34 (21 Hot Spot & 13 Non Hot Spot, 34 “Regular”). Referral source:

• Job Corps: This partnership continues to be a steady source of enrollments for SJW and will continue to
have dedicated staff support.

• Job Fair: Follow-up efforts by case managers resulted in 16 new enrollments from job fair attendance.

• WIOA: SJW and WIOA Youth Supervisors are working collaboratively to outreach for new co-enrollment
opportunities. Ex. ConXion, SVCTE, Adult Ed, Colleges and Continuation Schools.

Placement Activities
Placements at 524
Bi-weekly placement as of 3/23 was +18 (11 Hot Spot & 7 Non Hot Spot, 18 “Regular”)

• Juma Ventures: Projected new cohort begins in March, we have begun arranging presentations for Juma
Ventures to speak to our clients. Placements from Juma expected to start 4/14.

• Gap This Way Ahead: 20 paid internship opportunities through Juma partnership with Gap This Way
Ahead program. First batch of interns should start 4/12.

POP Summary –
Placement is currently 95% of 550 goal and 102% of new pop bi-weekly goal. Bi-weekly average based on previous
3 bi-weekly reports is 13, this is matching the previous bi-weekly report. San José Works has exceeded program
goal of 500 placements and is pursuing new goal of 550. Shifting efforts of two case managers from unsubsidized
program duties to subsidized program duties is influencing unsubsidized placement numbers.

Work Readiness Activities

Total Activities – 97
• Resume - 16
• Connect 2 Employer - 11
• Career Guidance - 4
• Job Application - 22
• Job Search - 23
• Presentations - 10
• Client meeting in-person – 11
• Interview Prep – 2

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San José Works 3.0
Subsidized Program Updates
4/06 Bi-weekly Report

Youth Recruitment:
Preliminary application as of 4/06 is at 160 CTE, PRNS unreported

• San José Works subsidized preliminary application went live February 9th after the Mayor’s Sate of the
City Celebration.

• ESUHSD & w2ff: School districts will refer CTE youth to work2future Foundation. Online applications
available through ESUHSD website. Currently two case managers are assigned to recruit for the summer
internship in addition to marketing efforts made in collaboration with the ESUHSD. This has resulted in
105 preliminary applications.

• PRNS: Staff will refer youth to work2future Foundation. A process has been communicated and a first
round of pre-employment packets will be shared with PRNS. Youth currently contacted work2future
Foundation regarding PRNS slots will be placed on an interest list. PRNS has not reported number of
applicants received.

• SVO: In an effort to support all four participating CTE school districts, the SVO Foundation will work
collaborative with work2future Foundation to promote the San José Works Subsidized Program. An online
application is made available and applicant data is shared with SJW program supervisor via Salesforce.
This has resulted in 55 preliminary applications.

Employer Recruitment:
SJW positions as of 4/06 is at 125 CTE

• Worksite Renewal: Previous CTE worksites have worksite agreements ending December 31 st 2018. All
these worksites will be contacted to retrieve new position information (A and A-1) and proof of insurance.

• SVO: Second benchmark of 60% for CTE positions is currently at 51% with an additional 20 positions
pending. Position and site information is shared via Saleforce to work2future Foundation SJW supervisor.
Next check in at the end of April.

• PRNS: The new worksite agreement is being processed by Colleen and Abraham for all City of San Jose
sites. Additional efforts are being made by the PRNS team to recruit CBOs.

• w2fF: Previous advance manufacturers that have worked with the summer program have been contacted to
renew their A and A-1 forms. Efforts are being made to recruit Advance Manufacturers, currently
Naprotek, Bentek, and Rose have confirmed.

Technology
• CalJOBS: First group of staff have begun CalJOBS training with new group scheduled for training 4/16.

• LRNG: The work2future Foundation and SVO will work collaboratively to develop new content for LRNG
and San Jose Works. LRNG development and implementation is pending Library Foundation Admin.
approval.

• Digital Time Cards: Efforts are being made to change from paper time cards to digital time cards.

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Other
• San Jose Promise – Information regarding applicants of San Jose Promise that note that they have participated
in San Jose Works is automatically emailed to SJW supervisor. San Jose Promise representatives have been
assigned to dates to promote the internship to youth during the summer orientations.

• Alliance Credit Union – They are interested in continuing the partnership as San Jose Works youth banking
providing for another year. We will continue to speak with them about their capacity for providing in person
support as well as the available terms for youth banking.

• CFE SYEP – Two main check-ins have taken place with a representative of CFE SYEP and progress has
been made in identifying areas of need for SJW in finical empowerment. A follow-up in person meeting is
set for July after the Savannah convention.

• NFTE – A follow-up meeting with the ESUHSD and NFTE resulted program alignment. Next steps will be
to recruit the youth for both Bizcamp and SJW. Advance manufacturers are being contacted to join SJW and
receive NFTE interns, currently Naprotek, Bentek, and Rose have confirmed.

16
17
 San Jose Works 3.0
Program Operating Plan (POP) Goals
As of April 06, 2018

18

18

18
8

8
201

/20

201

/20

/20
3

0
/

/
3/9

3/2

4/6

4/2

4/3
Measure Goal
SJW 3.0 ENROLLMENTS (w/Carryover) 750 720 740
HOT SPOT ENROLLMENTS (16-29) 525 504 518
NON HOT SPOT ENROLLMENTS (16-29) 225 216 222
SJW 3.0 PLACEMENTS 500 460 485 515 530 550
HOT SPOT PLACEMENTS (16-29) 350 325 340 360 370 380
NON HOT SPOT PLACEMENTS (16-29) 150 135 145 155 160 170

Remarks

Program Operating Plan (POP) Actual Attainment 18

18

18
8

8
201

/20

201

/20

/20
3

0
/

/
3/9

3/2

4/6

4/2

4/3
Measure Goal
SJW 3.0 ENROLLMENTS (w/Carryover) 750 854 885 919 0 0
HOT SPOT ENROLLMENTS (16-29) 525 565 583 604
NON HOT SPOT ENROLLMENTS (16-29) 225 156 169 182
SJW 3.0 PLACEMENTS 500 497 506 524 0 0
HOT SPOT PLACEMENTS (16-29) 350 398 404 415
NON HOT SPOT PLACEMENTS (16-29) 150 99 102 109
% vs. Goals 108% 104% 102% 0% 0%
Team reached 500 3/10. New goal of 550 will run until
the last week of April unless goal reached sooner. Once
Remarks 550 goal is met, all following placements will count
towards 4.0 goal.

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 VI (B) (3)

Board Development

[DISCUSSION]

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TO: work2future Foundation Board FROM: Kimberley McCoy
Interim Executive Director

SUBJECT: Board Development DATE: April 26, 2018

BACKGROUND AND UPDATE:

At the November 2017 meeting of the work2future Foundation Board, discussion
of a monthly addition to the agenda took place. The Board noted a request to
prepare information detailing needs the staff has for which the Board might be
able to provide assistance.

Ms. McCoy will present information for discussion by the Board.

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 VI (C)
Set Items for Next Agenda

VI (D)
Announcements

VI (E)
Next Meeting

VII
Adjournment

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