Title: Journey 2001
1Journey 2001
- Performance Reporting Under
- Title 1-B of the Workforce
- Investment Act
- Candice Graham-Young
- USDOL ETA Office of Workforce Security
- Performance Accountability Team
- Richard West
- Consultant
- Social Policy Research Associates
2Journey 2001
One System
Quarterly Participant Report
Quarterly Financial Report
Individual Records
Annual Report
Four Parts
3Journey 2001
Financial Status Report (FSR)
- Includes information about expenditures and
program income reported on an accrual basis
cumulative by fiscal year of appropriation - States submit reports on a web site 45
days after the quarter using
software provided by DOL - A final financial report is required 90
days after the expiration of a
funding
period or the termination of grant
support
Cumulative report
4Journey 2001
WIA Standardized Record Data (WIASRD)
- Submitted electronically from States for all
program year exiters and exiters with new outcome
information on an annual basis - Contains participant characteristics, activities
and outcomes information
Used to prepare quarterly and annual participant
reports
5Journey 2001
Changes from April FRN
- Reduced reporting burden
- Items to be collected only at the
intensive/training services level include - Limited English, single parent
- UI receipt and WPRS referral (combined)
- Low income and public assistance items dropped
for dislocated worker - Reading and math test scores dropped
- Education status simplified
- Partner program participation optional
6Journey 2001
Changes from April FRN, Continued
- Reporting for core services aligned with
Wagner-Peyser - Occupations to be reported using SOC, CIP or
ONet 3.0 codes - DOT, OES allowed for a transition period
- CIP allowed for occupation of training program
- Option to submit a sample of records
- Sampling specifications must be met
- Still need to collect data for everyone
7Journey 2001
WIASRD Requirements Commensurate with the Level
of Services Received
- Adults and dislocated workers depends on
intensity of service - Information and self-service only No data
required, no record submitted - Core services only Limited demographic
information, some service information, all
outcome information - Intensive and training services additional
characteristics and services information - Youth depends on age at registration
- Multiple programs all relevant items
WIA strikes a delicate balance between cost of
gathering and reporting data and the need to know
8Journey 2001
WIASRD Highlights
- Revised document format
- Simple identification of when item required
- Order related to when the item is required
- Major groups of items are characteristics,
services, and outcomes - One record for each person served in the state
- Report all WIA Title I-B services
- Exit defined across WIA programs and
partner-funded services (when reported)
9Journey 2001
WIASRD Highlights, Continued
- Ethnicity (Hispanic) separated from race
- Should be asked before race
- Separate items for each racial group
- Must allow multiple yes responses
- A variety of post-program data collection points
to support the performance measures - Strategies for supplemental data
- For everyone not in the wage records
- Only if not in wage records and employment known
- Not at all
10Journey 2001
Quarterly Summary Report
- Performance information for management purposes.
Used for budgeting and GPRA - Includes information about statewide outcomes on
the key indicators of performance and customer
satisfaction - Captures numbers of participants and exiters
- Submitted electronically 45 days after the
quarter
Cumulative statewide performance
11WIA Exit
Journey 2001
- Two ways of determining exit
- Hard exit Individual has a date of case
closure, completion or known exit - Soft exit Individual receives no services for
90-days and not scheduled for future services - In both cases the exit date is the date of the
last service - At the beginning of the 90-day period
12WIA Exit
Journey 2001
End of 90-day period
Last Service
WIA Participation
No services
WIA Exit Date
13When Outcomes Occur
Journey 2001
PY 2000
PY 2001
Q1
Q2
Q4
Q3
Q2
Q1
Q4
Q3
Exit
?
Entered Employ.
EE
?
?
Retention
RTN
12 Mo. Retention
12 Mo
?
Credential
?
Youth Diploma
?
?When Measured
14Journey 2001
Timeframes for Data
Quarterly Report
15Timing for of Exiters
Journey 2001
PY 2000
PY 2001
Q4
Q3
Q2
Q1
Q2
Q1
Exit Group for PY 2000
Report 1st Q Exitersin Q2 Report
1Q Lag
Q2 Rpt
Report 1st Q 2nd Q Exitersin Q3 Report
1Q Lag
Q3 report
Report all 4 Qs Exiters in PY 2001 Q1 Report
1Q Lag
Q1 PY 2001 report
16Timing for Entered Employment
Journey 2001
PY 1999
PY 2000
Q1
Q2
Q2
Q1
Q4
Q3
Q2
Q1
Q4
Q3
Exit Group for 2000 Perf.
Employment Quarters
2Q Lag
Report all 4 Qs in Q4 Report
2Q Lag
Employ. Qs
Exiters in Q2 Report
Report 2nd 3rd Q Exiters in Q2 Report
17Timing for Retention
Journey 2001
PY 1999
PY 2000
Q1
Q2
Q4
Q3
Q2
Q1
Q4
Q3
Exit Group for PY 2000
Employment Quarters
Retention Not Available for PY 2000 Q2 Report
2Q Lag
Exiters
2Q Lag
Emp.
Report Retention for Q2 PY99 Exiters in Q3 Report
18Journey 2001
Quarterly Report Form
19Journey 2001
Annual Report
- Basis for awarding incentives or applying
sanctions - Includes information about negotiated levels,
state and local outcomes on the key indicators of
performance, customer satisfaction and state
measures - Numerators and denominators allow for aggregation
of data - Submitted electronically
For ease of use, a tabular format is encouraged
for reporting key performance data
20Journey 2001
Required Items for the Annual Report
- Local performance
- Status of state evaluations
- Comparison of results of those who received
training and those who did not - Outcomes for special populations
- Other outcomes listed in the Act
- Training-related employment
- Wages at entry into employment
- Cost of activities
- Cost relative to impact of activities
- 12 month employment retention and earnings
21Journey 2001
Annual Report Format Varies
Annual Report to Stakeholders
What our customers have to say about us
TAX PAYERS appreciate increased efficiency JOB
SEEKERS reaping the benefits from newly
integrated services EMPLOYERS obtaining
qualified employees
Annual reports are designed to communicate
program results to Congress and other
stakeholders
22Journey 2001
State Flexibility
- Though certain information mandated by the
legislation must be contained in the report, the
approach the State uses to tell its story is up
to the State - States are encouraged to design reports that make
extensive use of graphics and other communication
devices - States may want to include success stories
Use the Annual Report to highlight your successes
23Journey 2001
Management Information Systems Where are you?
- Are you collecting and storing
electronically data beyond what
is required under WIA? - Are you using State or locally
defined performance measures? - Does your information and
reporting system contain the
formulas for
calculating performance? - Are States sharing UI and other performance data
with local programs and other partners? - Do you have data sharing agreements in place?
24Journey 2001
Management Information Systems Where are you?
- Are you collecting data and
success stories now in order to
prepare your first
annual report? - Do you plan to only report bare
minimum elements in the Annual
Report or do you plan
to include
other information to tell your
States story?
25Journey 2001
Coming Attractions
- A TEGL with quarterly report definitions and data
submission instructions - Training
- A TEGL with edits and submission instructions for
the WIASRD and Annual Report - Technical assistance
- A Field Memorandum to Regional Offices with
specific instructions for reporting
26Journey 2001
ETA Performance Accountability Task Force
Phone Fax 202.693.3031 202.693.
3229
Mr. Bill Rabung, Team Leader wrabung_at_doleta.gov
Ms. Jacqui Shoholm jshoholm_at_doleta.gov
Mr. Brad Sickles bsickles_at_doleta.gov
Ms. Candice Graham-Young cyoung_at_doleta.gov
- Consultant services provided by
- Mr Rich West
rich_west_at_spra.com Social
Policy Research Associates -