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References: Public Law 102-367, JTPA and Public Law 103-171 Older Americans Act (OAA) Technical Amendments. OW 94-1, "Technical Amendment to Title V of the OAA". Background: On February 8, 1994, Older Worker Bulletin 94-1, was jointly issued by the JTPA and SCSEP offices at the Employment and Training Administration. The issuance quoted a technical amendment to Title V and provided guidance on implementing this new amendment. The amendment extended eligibility for SCSEP eligible individuals in joint programs to section 204(d) of JTPA. The previous joint program eligibility provision for SCSEP enrollees under section 203 was published at 628.605(e) of the JTPA Interim Final regulation on December 29, 1992. The new OAA amendments extended the same coverage to the 204(d) program. While the OAA amendment itself was straight forward, a number of questions regarding implementation were raised. To respond to such questions, the attached questions and answers (Qs&As) are being provided. Action: JTPA operators should review the attached Qs&As dealing with JTPA and the SCSEP dual eligibility and take the steps necessary to implement the dual eligibility policy in their jurisdictions.

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Reference. UI Information Bulletin 5-94.

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Reference: Training and Employment Guidance Letter (TEGL) No. 5-93 (April 11, 1994): "Summer Challenge II: A Program of Work and Learning for America's Youth." Background: As stated in TEGL No. 5-93, the Department of Labor contracted with Brandeis University and Johns Hopkins University to produce several technical assistance guides (TAGs) on various aspects of the summer program. The following worksite supervisor training handbooks, designed to promote the integration of work and learning, were developed containing techniques that incorporate SCANS foundations and competencies on the job: a. Developing Learning-Rich Clerical Tasks b. Developing Learning-Rich Tasks for Parks, Recreation, and Natural Resource Management Action: States are requested to share this information with their Service Delivery Areas as soon as possible.

References. DINAP Bulletins 90-35, 91-13, and 91-27. Background. As of this date, most Section 401 grantees have submitted the required modifications needed to transfer obligational authority from the 99-7/9 grants to the 99-1 grants, by title. These modifications are being reviewed and will be approved if consistent with the closeout figures. Once the modifications are signed by the Grant Officer, ETANS Division of Accounting will transfer the remaining obligational authority from the 1987 grant to the 1991 grant. If a grantee has drawn down Federal payments in excess of the costs reported in the closeout package, it will have to transfer those excess payments from the 1987 grant to the 1991 grant. To summarize, ETA transfers the obligational authority and if necessary the grantee transfers Federal payments. It is assumed that any remaining Title IV-A unexpended obligations in the 1987 grant are from PY 1990. That PMS subaccount ends in 741 (example B1234741). All funds in the PMS system must be identified by title and program year. Therefore, any PY 1990 carry-in obligations will have a separate subaccount in the 1991 grant. That subaccount ends in 141 (example B1234141). If a grantee has to transfer IV-A payments, it will credit (a negative draw) its subaccount ending in 741 and debit its subaccount ending in 141. Likewise, it is assumed that any remaining Title II-B funds are from PY 1989. That PMS subaccount ends in 736 (example B1234736). Any PY 1989 carry-in funds will have a separate subaccount in the 1991 grant that ends in 136 (example B1234136). If a grantee has to transfer 11-B payments, it will credit (a negative draw) its subaccount ending in 736 and debit its subaccount ending in 136. The examples on the following pages cover any situation involving carry-in which the grantee can encounter. Action. All grantees on the PMS should review the following examples to determine which one(s) fit their particular carry-in situation, by title. Note: In all cases where a grantee has drawn down Federal payments in excess of its reported costs as reflected on the closeout documents, these excess payments must be transferred by the grantees from the 1987 PMS subaccount to the 1991 PMS subaccount created to handle that carry-in, by title. The following examples cover all possible situations and should clarify the procedures. The examples use only Title IV-A but the procedures would be exactly the same for Title II-B. 1. The grantees obligations, federal payments, and costs are all equal. PY 1990 TITLE IV-A FUNDS OBLIGATIONS COSTS PAYMENTS $100,000 $100,000 $100,000 In this situation, there will be no unexpended obligations to carry in and no transfer of payments is necessary. 2. The grantee's costs are less than obligations and payments are equal to costs. PY 1990 TITLE IV-A FUNDS OBLIGATIONS COSTS PAYMENTS $100,000 $80,000 $80,000 In this situation, there are $20,000 of unexpended obligations that may be available for carry-in. But, because payments do not exceed costs in the 1987 grant, no transfer of payments is necessary. 3. The grantees costs are less than obligations and payments exceed costs. PY 1990 TITLE IV-A FUNDS (BXXXX741) OBLIGATIONS COSTS PAYMENTS $100,000 $80,000 $90,000 In this situation, there are $20,000 of unexpended obligations that may be available for carry-in. Because payments exceed costs by $10,000 in the 1987 grant, they must be moved into the 1991 grant. NOTE BENE!!!! These payments are NOT being transferred into the subaccount for the PY 1991 Title IV-A funds (BXXXX177). PMS requires that funds be drawn by program year and title, so a new account for PY 1990 Title IV-A funds will be set up (BXXXX141). (The only difference is the "7" and "1" in the sixth position.) Procedures for Transferring Payments Before the transfer, the two subaccounts would appear as follows: 1987 GRANT (BXXXX741) 1991 GRANT (BXXXX141) PMS SUBACCOUNT FOR PMS SUBACCOUNT FOR PY 1990 TITLE IV-A FUNDS PY 1990 TITLE IV-A FUNDS Obligations $100,000 Obligations $0 Payments 90,000 Payments 0 Assuming that the grantees will carry in the full $20,000, the Division of Accounting will transfer the authorization (obligation) from the 1987 grant subaccount to the 1991 grant subaccount so that the two subaccounts will appear as follows: 1987 GRANT (BXXXX741) 1991 GRANT (BXXXX141) PMS SUBACCOUNT FOR PMS SUBACCOUNT FOR PY 1990 TITLE IV-A FUNDS PY 1990 TITLE IV-A FUNDS Obligations $80,000 Obligations $20,000 Payments 90,000 Payments 0 The next time the grantee does a PMS request for funds, it must transfer $10,000 of payments from the 1987 grant (BXXXX741) to the 1991 grant (BXXXX141) by reducing payments in the 1987 grant and increasing payments in the 1991 grant in the following manner: PY 90 IV A in 87 grant subaccount $10,000> (negative) PY 90 IV A in 87 grant subaccount $10,000 (positive) (Because the PMS cannot accept a request that nets to $0, there must be a draw against a third subaccount or the draw against the 91 grant subaccount must be more than $10,000.) After the transfer, the two subaccounts will appear as follows: 1987 GRANT (BXXXX741) 1991 GRANT (BXXXX141) PMS SUBACCOUNT FOR PMS SUBACCOUNT FOR PY 1990 TITLE IV-A FUNDS PY 1990 TITLE IV-A FUNDS OBLIGATIONS $80,000 OBLIGATIONS $20,000 PAYMENTS 80,000 PAYMENTS 10,000 The following two examples will not require a transfer between subaccounts but do involve payments. 4. The costs are equal to total obligations so there is no carry-in involved but the grantee has not drawn down all the payments. PY 1990 TITLE IV-A FUNDS (BXXXX741) OBLIGATIONS COSTS PAYMENTS $100,000 $100,000 $90,000 The Division of Accounting will open up the PY 1990 Title IV-A subaccount so that the grantee can draw down the remaining $10,000. 5. The costs are less than obligations so there is a potential carry-in involved but the grantee has not drawn down sufficient funds to cover its expenditures under the 1987 grant. PY 1990 TITLE IV-A FUNDS (BXXXX741) OBLIGATIONS COSTS PAYMENTS $100,000 $80,000 $70,000 The Division of Accounting will open up the PY 1990 Title IV-A subaccount with sufficient funds ($10,000 in this case) for the grantee to cover its expenditures under the 1987 grant. The following example does require a transfer between subaccounts. 6. Because the PY 1990 IV-A funds in the 1987 grant (BXXXX741) were frozen until the completion of the closeout process, some grantees have drawn down funds from the PY 91 IV-A in the 1991 grant (BXXXXI77) to cover costs in the 1987 grant. This is in violation of the Payments Management System regulations which require separation of obligations, payments, and expenditures by title and program year. In those cases, the PMS subaccounts for PY 1990 Title IV-A funds and the PY 1991 Title IV-A will appear as follows: PY 1990 TITLE IV-A FUNDS (BXXXX741) OBLIGATIONS COSTS PAYMENTS $100,000 $100,000 $90,000 and for the moment assuming there is only one $10,000 draw against 1991 grant to cover the costs in the 1987 grant, the PY 1991 IV-A subaccount would appear as PY 1991 TITLE IV-A FUNDS (BXXXX177) OBLIGATIONS COSTS PAYMENTS $100,000 $ $10,000 In this case, when the subaccount for the PY 1990 Title IV-A is opened up, the grantee must do an adjustment between the two subaccounts increasing the payments in the PY 1990 Title IV-A subaccount and decreasing the payments in the PY 1991 Title IV-A subaccount so that those accounts appear as PY 1990 Title IV-A funds (BXXXX741) OBLIGATIONS COSTS PAYMENTS $100,000 $100,000 $90,000 +$ 10,000 $100,000 PY 1991 TITLE IV-A FUNDS (BXXXXI77) OBLIGATIONS COSTS PAYMENTS $100,000 $10,000 $0 minus$10,000> Questions. Address any questions to Barbara Manning on (202)535-8798 or Greg Gross on (202) 535-0509.

References: The Wagner-Peyser Act, as amended (P.L. 97-300); 20 CFR 652; TEGL No. 5-92. Background: The Secretary of Labor is issuing final planning allotments for each State's share of PY 1993 funds for basic labor exchange activities. These allotments (Attachment I) are based on the FY 1993 Appropriation of $810,960,000 and are distributed by the statutory formula described in Section 6 of the Act. The allotments will be published in the Federal Register. The data used are Calendar Year 1992 averages of civilian labor force (CLF) and number of unemployed individuals. Section 6(b)(4) of the Act authorizes the Secretary of Labor to reserve up to 3 percent of the total fund availability to assure that each State will have sufficient resources to maintain statewide employment service (ES) activities. The setaside for distribution through an administrative formula for this program year is $23,754,639. The 3 percent distribution is included in the total final allotment. The setaside was distributed in two steps to States whose relative share of resources declined from the previous year. In Step 1, those States with a CLF below one million and that are also below the median CLF density were held harmless at 100 percent of their prior year relative share of resources. The remainder was distributed in Step 2 in pro rata shares to all other States that lost in relative share from the prior year but did not meet the size criteria for Step 1. Differences between preliminary and final planning estimates are caused by the use of Calendar Year data as opposed to the earlier data used for preliminary planning estimates. Ten percent of the total sums allotted to each State shall be reserved for use by the Governor to provide performance incentives for public ES offices; services for groups with special needs; and for the extra costs of exemplary models for delivering job services. Postage Costs: Postage costs incurred by States during the conduct of ES activities are billed directly to the Department of Labor by the U.S. Postal Service. The total planning allotment includes $19,138,700, or 2.36 percent of the total amount available, withheld from distribution to finance postage costs associated with the conduct of ES business. States will implement direct accountability (i.e., actual count and costs of postage pieces) using penalty mail systems through all of FY 1994. The Department of Labor will continue to pay the U.S. Postal Service directly for all State postage costs during that period. The Department proposes to issue revised regulations which will eliminate the use of penalty mail systems in FY 1995. The proposal would include the distribution of postage resources to States, who would pay costs directly to their local post offices. The proposed regulations will provide for comments by the public on the proposed changes. The State-by-State postage allocation shown in Attachment II is for information purposes only. It provides States with estimates of the amount annually withheld from their ES allotments to maintain central postage reserves for payment of postage costs. Action: State planning activities are to be guided by the process described in 20 CFR 652 and Training and Employment Guidance Letter No. 5-92.

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