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Performance Reporting Under WIA Title 1B. Candice Graham-Young ETA Performance Accountability Team. Quarterly Report. performance information used for management purposes: budgeting and GPRA

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performance reporting under wia title 1b

Performance Reporting Under WIA Title 1B

Candice Graham-Young

ETA Performance Accountability Team

quarterly report
WIA Performance TeamQuarterly Report
  • performance information used for management purposes: budgeting and GPRA
  • includes information about statewide outcomes on the key indicators of performance and customer satisfaction
  • captures number of participants and exiters
  • due 45 days after the end of the quarter
quarterly reporting
WIA Performance TeamQuarterly Reporting
  • Submission process…
  • submitted electronically from States
  • States responsible for verification and validation
  • Regions responsible for second validation
state role
WIA Performance TeamState Role
  • Verifying and validating data…
  • develop standard operating procedures for data collection and handling to ensure the quality and integrity of data
  • data verification equals checking accuracy
  • data validation equals checking reasonableness
  • examples of procedures for data collection are:
    • checking accuracy against original source
    • performing logical checks of the data
    • random call-backs to participants
    • having trained staff member evaluate data

collection efforts

slide5
WIA Performance Team

Regional Role

  • Validating reports…
  • ensure timeliness of reports
  • ensure number of quarters submitted conforms to Table A of the quarterly report instructions
  • note discrepancies in comment section
  • ensure reasonableness of data
  • become familiar with standard
  • operating procedures which States are
  • required to have in place
changes to quarterly report form
WIA Performance TeamChanges to Quarterly Report Form
  • fields added to collect response rates
  • fields added to show period of time covered by data for each measure
          • performance is automatically calculated
          • additional edits added to for data validation purposes (e.g., can’t have more exiters than registrants)
common reporting problems
WIA Performance TeamCommon Reporting Problems
  • reporting correct quarters
  • simple oversights, like entering numerators and denominators in wrong locations
  • minor programming errors in edit checks
  • entering performance outcomes that did not match the numerator divided by the denominator
slide8
WIA Performance Team

Amount of Data Reported by States

Third Quarter Report

slide9
WIA Performance Team

Third Quarter Performance

annual report
WIA Performance TeamAnnual 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
required items for the annual report
WIA Performance TeamRequired 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 retention and earnings
annual report format varies
WIA Performance TeamAnnual 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 report state flexibility
WIA Performance TeamAnnual ReportState 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”
annual report1
WIA Performance TeamAnnual Report
  • Required portions
    • Narrative Section
    • Tabular section
    • Designed to meet Sec. 136(d)
annual report2
WIA Performance TeamAnnual Report
  • Optional portions (suggested)

- Governor’s Comments

- Financial (Narrative & Graphic)

- Organizational Chart

- Resources

- Graphics

- Success Stories

annual report narrative section
WIA Performance TeamAnnual ReportNarrative Section
  • Discuss the cost of workforce investment activities relative to the effect of the activities on the performance of participants
    • Sec. 136(D)(2)(C)
  • Describe the State’s evaluations of workforce investment activities, including:
    • The evaluation's methodology; and
    • The timing of feedback and deliverables.
    • Sec. 136(d)(1)
slide19
WIA Performance Team

Annual Report--Tabular Section

Financial Statement Example

annual report tabular section
WIA Performance TeamAnnual ReportTabular Section

State performance measures Sec. 136(d)(1)

  • Numerator and denominator
    • Allows aggregation over states
  • Negotiated levels
  • Exclude:
    • Self-service & informational activities only
    • National Emergency Grants
    • Statewide activities excluded from performance
  • Source for determining incentives & sanctions
annual report tabular section1
WIA Performance TeamAnnual ReportTabular Section
  • Comparison of results of those who received training and those who did not Sec. 136(d)(2)(E)
  • Outcomes for special populations 136(d)(2)(F)
  • Other outcomes listed in the legislation
    • Training-related employment 136(d)(2)(A)
    • Wages at entry to employment 136(d)(2)(B)
    • 12-month retention and earnings 136(d)(2)(D)
    • Cost of activities 136(d)(2)(C)
  • Local performance 136(d)(1)
annual report tabular section table a workforce investment act customer satisfaction results
WIA Performance TeamAnnual Report--Tabular SectionTable A - Workforce Investment Act Customer Satisfaction Results
  • # surveyed = # with completed interviews
  • Eligible for survey (the sample frame) =
    • Participants: program year exiters
    • Employers: service completed in program year
  • Sec. 136(d)(1)
annual report tabular section table d other outcome information for the adult program
WIA Performance TeamAnnual Report--Tabular SectionTable D - Other Outcome Information for the Adult Program
  • Does not include individuals who received only
  • informational or self-service core activities
  • Sec. 136(d)(2)(E)
annual report tabular section2
Table E - Dislocated Worker Program Results At-A-Glance

Performance Measures 136(d)(1)

Table F - Outcomes for Dislocated Worker Special

Populations

Performance Measures for:

Veterans

Displaced Homemakers

Individuals With Disabilities

Older Individuals

Sec. 136(d)(2)(F)

WIA Performance Team

Annual ReportTabular Section
annual report tabular section3
Table G - Other Outcome Information for the Dislocated Worker Program

Performance Measures for

Individuals Who Received Training Services

Individuals Who Received Only Core and Intensive Services

Sec. 136(d)(2)(E)

WIA Performance Team

Annual ReportTabular Section
annual report tabular section4
Table H - Older Youth Results At-A-Glance

Performance Measures 136(d)(1)

Table I - Outcomes for Older Youth Special

Populations

Performance Measures for:

Public Assistance Recipients

Veterans

Individuals With Disabilities

Out-of-School Youth

Sec. 136(d)(2)(F)

WIA Performance Team

Annual ReportTabular Section
annual report tabular section5
Table J - Younger Youth Results At-A-Glance

Performance Measures 136(d)(1)

Table K - Outcomes for Younger Youth Special Population

Performance Measures for:

Public Assistance Recipients

Individuals With Disabilities

Out-of-School Youth

Sec. 136(d)(2)(F)

WIA Performance Team

Annual ReportTabular Section
annual report tabular section table l other reported information
WIA Performance TeamAnnual Report--Tabular SectionTable L - Other Reported Information

Sec. 136(d)(2)(A), 136(d)(2)(B), 136(d)(2)(D)

annual report time periods
WIA Performance TeamAnnual Report--Time Periods
  • Time Periods to be Reported--Same as used

for performance indicators:

    • Measures Based on Wage Records
      • Adults, DWs, older youth, younger youth retention
      • Exiters first quarter of PY and last 3 quarters of

previous PY

    • ‘Real-time’ measures
      • Youth goal attainment, Youth diploma attainment,

Customer satisfaction

      • Program Year
slide35
WIA Performance Team

ETA Performance Team

Phone Fax

202.693.3031 202.693.3229

Consultant services providedby…

Mr. Rich [email protected] Policy Research Associates

Mr. Bill Rabung, Team Leader [email protected]

Ms. Jacqui [email protected]

Mr. Bradley [email protected]

Ms. Candice Graham-Young [email protected]

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